Adding or updating a configuration

A tenant administrator creates one or more configurations and accounts for a connector so that the connector can communicate with a third-party system. A connector configuration contains information about the third-party system and settings that enable the use of the connector.

Use case

Your company wants to integrate an application with a third-party service, such as the project repository provided by JIRA. By using BMC Helix Connector Designer, a developer creates a JIRA connector that integrates an application with JIRA services.

The tenant administrator then adds:

  • A JIRA connector configuration called JIRA production in BMC Helix Integration Studio that provides the production instance details to JIRA
  • A connector account called JIRA user.

When a business analyst uses the JIRA connector to build a process or a rule in BMC Helix Platform, the connector configurations are available as connector properties. The business analyst can build a process or a rule for an application by selecting the JIRA production configuration and the JIRA user account for the JIRA connector.

To add a connector configuration

  1. Log in to BMC Helix Integration Studio as a tenant administrator.
  2. Select Catalog > Connectors, and then select the connector for which you want to add a configuration.
  3. Click the connector pane (black ribbon with the selected connector's name) at the bottom of the screen to expand it.

  4. Navigate to Configuration and click Add Connection Configuration.



  5. In the Add Connection Configuration window, complete the following fields:

    FieldDescriptionExample
    NameEnter a unique configuration name.JIRA production
    DescriptionEnter a description of the configuration.Production instance of JIRA
    Site

    Select the site to be connected to the connector. The site specifies where the service is hosted and includes information that the connector requires to operate.

    Cloud
    Number of instances

    Enter the number of instances of the connector that you want to run at the selected site. This helps you to scale up when many flows are running by using the same configuration.

    1
    Selected by defaultSelect this field to make the connector configuration the default configuration, especially if you have multiple connector configurations.Enabled
    Enable usageSelect this check box to enable the connector.Enabled
    UrlProvide the connector-specific URL.https://jira.bmc.com:443

    Type

    (Applicable only to Remedyforce, Salesforce and Salesforce Service Cloud connectors)

    Salesforce and Remedyforce applications typically include a production instance and a test instance. Depending on your current business need, perform one of the following actions:

    • To connect to a production instance by using a default account, select the Default type.
    • To connect to a test instance by using a sandbox account, select the Sandbox type.


    Notes:

    • If you leave the Type field blank, BMC Helix Integration Studio uses the default configuration type and connects to a production instance.
    • If required, you can update the connector configuration and change the configuration type to connect to another instance of the application.
    Sandbox

    Notes

    • The connection details may differ for different connectors.
    • If a connector does not need additional connection details to connect to the third-party system, no additional connection details are requested.
  6. Save the configuration.

To update a connector configuration

  1. Log in to BMC Helix Integration Studio.
  2. Select Catalog > Connectors, and then select the connector for which you want to update a configuration.
  3. Expand the connector pane, and navigate to Configuration.

  4. Select the configuration that you want to update.

  5. Modify the details and save the changes.

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