After installation, you need to create a Connection between the 2 instances.
A connection defines the scope of your synchronization. It describes which entities must be synced and how they can be synced.
For setting up a Connection you must choose
- the Connection Type
- the Configuration Mode
Exalate supports 3 Connection Types:
Public
Allows synchronization where both task management systems are available via a public network (i.e the Internet).
Private
Allows synchronization where one Exalate application cannot be accessed through the public network or is behind a firewall.
Local
Allows synchronization between projects within a single task management system or instance.
Important: Local connection is not supported on Azure DevOps and GitHub.
Note: Start the local connection integration tutorial here.
Choose the Configuration Mode
Exalate supports 3 modes: the Basic mode, the Visual mode, and the Script mode.
The Basic Mode Configuration
- A limited number of entities can be synchronized.
- It has predefined mappings (Rules) between the entities that cannot be edited. You must upgrade to either the Visual or the Script mode for configuring.
- It comes with a Free Plan that allows up to 1000 free syncs per month.
- It is recommended for use cases with basic complexity.
The Visual Mode Configuration
- only available for Jira (Cloud and On-Premise), Azure DevOps and Zendesk.
- not available for Private Connections.
- It has a low-code visual interface.
- You must have admin access to both task management systems.
- You can add Groovy-based scripts for advanced synchronization cases.
- It is recommended if you want to sync between different departments or projects within a single company (intra-company).
- It is recommended for use cases of basic to intermediate complexity.
The Script Mode Configuration
- It comes with an intuitive Groovy-based scripting engine.
- You don't need admin access to both task management systems.
- It gives you independent control over incoming and outgoing information (decentralized integration).
- It is recommended if you want to sync between different companies (cross-company integration).
- It is recommended for complex or advanced use cases.
