Choose the Connection Type and Configuration Mode

    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

    You have chosen to set up a Local Connection type. Proceed to choosing the Configuration mode now.

    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. 

    To continue, select if one of your instances is behind a firewall:
     
     
     

    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

    Visual mode is
    • 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.
    To continue, choose the Configuration Mode you would like to use:
    Basic Mode
    Visual Mode
    Script Mode