Connections in Basic mode have a set of Sync Rules, generated by Exalate.
With a Basic connection, you can sync a basic set of issue fields: summary, description, and comments.
All comments are synced as public comments.
Note: You cannot modify Sync Rules in Basic Mode.
If you want to edit/delete Sync Rules, you can upgrade the connection to Visual Mode or Script Mode.
Initiate a Connection in Basic Mode from GitHub
Note: It doesn't matter which side you start initiating the Connection from. The Exalate UI remains the same.
1. Navigate to the Connections tab in the Exalate console.
Enter the Exalate app for GitHub URL in your browser to open the Exalate admin console
Note: Use this link to access your Exalate admin console:
2. Click Initiate connection.
3. Enter the Destination Instance URL.
The Destination Instance URL is the link to the instance you want to set up a connection with. You can directly enter the link of that instance or the Exalate URL from the General Settings tab in the Exalate admin panel.
Exalate suggests available Configuration Modes based on the destination instance.
4. Select Basic.
5. Click Next.
6. Select a repository where you would like to sync entities received from the destination side.
7. Click Next.
8. Confirm if you have admin access to the destination instance.
Further steps are different if you have or don't have admin access to the destination instance.
- Select Yes, I have admin access if you have admin access to the destination instance. You are redirected to the destination instance to establish a connection.
- Select No, I don't have admin access if you don't have admin access to the destination instance. You generate an invitation for the destination instance admin so they could establish a connection on their end.
Steps for: Yes, I have Admin Access
Click Yes, I have admin access & Initiate the connection.
Note: You are required to verify access on the destination instance. After which complete the following steps on the destination instance.
9. Select the project or repository where you want to sync entities.
Note: Selecting the project or repository is not applicable to all platforms. In this case, the Connection is established after the previous step.
10. Click Confirm.
The Connection has been set up.
Steps for: No, I don't have Admin Access
Click No, I don't have admin access & Initiate the connection.
9. Click Copy invitation code.
You can send the invitation code to the destination instance admin.
10. Click Done.
Note: Complete the following steps on the destination instance.
11. Paste the invitation code.
12. Click Next.
13. Select the project or repository where you want to sync issues.
Note: Selecting the project or repository is not applicable to all platforms. In this case, the Connection is established after the previous step.
14. Click Confirm.
The Connection has been set up.