Set Up a Connection in Visual Mode for Jira Cloud

    You cannot toggle between the different modes. To do so, you need to create a new Connection in Visual mode, Script mode, or Basic mode.

    Before you set up a Connection in Visual mode ensure that

    • you have admin access to the destination instance.
    • you are either in the Evaluation (trial) period or have a Paid license.

    Initiate a Connection in Visual Mode from Jira Cloud

    Attention: 

    It doesn't matter which side you start initiating the Connection from. The Exalate UI will remain the same. 

    1. Navigate to the Connections tab in the Exalate console.

           Click AppsExalate & click Connections under the Exalate menu. 

    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.

    If you don't have the link to the destination instance, click I don't have a URL. In this case, you will only be able to set up a Connection in Script mode.

    Exalate will suggest available Configuration Modes based on the destination instance.

    4. Select the Configuration Mode. In this case, Visual Mode.

    5. Click Next.

    6. Enter the Connection Information

    Field

    Description

    Local instance short name
    A short name for your instance 
    Destination instance short name
    A short name for the destination instance
    Connection name
    Name of the connection
    Description
    Description of the connection

    7. Click Next.

    8Click Verify admin access to confirm you have admin rights to the destination instance. Then click Initiate.

    9. Click Accept to finish the verification process.

    You will see a pop-up window within the remote instance to finish the verification. You will also be notified about the permissions that the destination instance user will have.

    The destination instance user will have different permissions based on the platforms to be synced. 

    10. Click Next.

    11. The Connection has been set up.

    What's Next?

    Configure the Connection in Visual Mode for Jira Cloud