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Setup your first synchronization
Steps to configure a single instance
Configure general settings
• Select a proxy user
Configure a remote instance
• Which ...
The Exalate admin menu
The admin menu can be accessed in the add-on tab of the
administration section of JIRA
Step 1 – Configure Proxy User
JIRA Admin  Add-ons  Exalate menu  General Settings  Edit General Settings
• The proxy u...
Step 2 - Configure an instance
• Provide a name and URL (http / https) of the remote instance
• Test the connection and co...
Step 3 - Check that the instance is active
Synchronisation will only work with active instances.
JIRA Admin  Add-ons  Ex...
Step 4 - Add a new relation
JIRA Admin  Add-ons  Exalate menu  Relations  Add relation
Relations 1-0-1
• A relation has an identifying name – which must
• It is related to one single remote instance
• The data...
Configure the default relation
• Set the issue.projectKey to the local project where new issues
should be created ( change...
Repeat these steps on the remote instance
Configure general settings
• Select a proxy user
Configure a remote instance
• W...
Check following items
 Proxy user has the required permissions to access the local project
 The relation name on both si...
Test the synchronisation
• The exalate operation will show under the ‘more …’ button
Success
Where to go from here
• Documentation
https://docs.exalate.com
• Support
Send mail to support@exalate.com
• Book a meeting...
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Getting started with Exalate

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This slide deck details out how to setup a synchronisation between 2 JIRA instances

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Getting started with Exalate

  1. 1. Setup your first synchronization
  2. 2. Steps to configure a single instance Configure general settings • Select a proxy user Configure a remote instance • Which issue tracker do you want to connect to Configure a relation • Define how synchronization should behave
  3. 3. The Exalate admin menu The admin menu can be accessed in the add-on tab of the administration section of JIRA
  4. 4. Step 1 – Configure Proxy User JIRA Admin  Add-ons  Exalate menu  General Settings  Edit General Settings • The proxy user is the JIRA user which will make local changes on behalf of a remote instance • Changes made by the proxy user will not be synchronized back to the remote instance (!)
  5. 5. Step 2 - Configure an instance • Provide a name and URL (http / https) of the remote instance • Test the connection and confirm by clicking ‘add’ • Ignore payment model for now – the add-on comes with a 30 day trial JIRA Admin  Add-ons  Exalate menu  Instances  Add instance
  6. 6. Step 3 - Check that the instance is active Synchronisation will only work with active instances. JIRA Admin  Add-ons  Exalate menu  Instances
  7. 7. Step 4 - Add a new relation JIRA Admin  Add-ons  Exalate menu  Relations  Add relation
  8. 8. Relations 1-0-1 • A relation has an identifying name – which must • It is related to one single remote instance • The data filter is used to define what information is sent to the remote instance • The create processor is used when the remote instance requests to create a new issue. • The change processor is used when the remote issue has new (or changed) information • New relations are preconfigured with a default behaviour to exchange summary, description, comments and attachments • The documentation site contains full detail on how to configure advanced use cases https://docs.exalate.com/
  9. 9. Configure the default relation • Set the issue.projectKey to the local project where new issues should be created ( change ‘TEST’ to the project key of the local project ) • Set the issue.typeName to an existing issuetype – valid for the local project ( change ‘Task’ to the issuetype name such as Bug or Request or leave as is)
  10. 10. Repeat these steps on the remote instance Configure general settings • Select a proxy user Configure a remote instance • Which issue tracker do you want to connect to Configure a relation • Define how synchronization should behave
  11. 11. Check following items  Proxy user has the required permissions to access the local project  The relation name on both sides are identical  The instances are active on both ends
  12. 12. Test the synchronisation • The exalate operation will show under the ‘more …’ button
  13. 13. Success
  14. 14. Where to go from here • Documentation https://docs.exalate.com • Support Send mail to support@exalate.com • Book a meeting with us https://exalate-demo.youcanbook.me

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