Reference for integration between BMC Helix ITSM and Jira Service Desk by using BMC Helix Integration Service
List of connectors for integration with Jira Service Management
You need to configure the following connectors when setting up integration with Jira Service Management. These connectors are integration points for the respective applications. For instance, to send the data from BMC Helix Multi-Cloud Broker to Jira Service Management, you must configure a flow from the Multi-Cloud connector to the Jira Service Desk connector.
ITSM
Configuration
If you are integrating BMC Helix Multi-Cloud Broker with an on-premises instance of BMC Helix ITSM, enter the following values:Field
Value
Site
Select the site that you created for Remedy.
AR server
Enter the name of your on-premises AR System server.
AR server port
Enter the port number for your on-premises AR System server.
- Account
Add a BMC Helix ITSM user account that has permission to view business service requests and permissions to update incidents, change, or problem requests.
Multi-Cloud
- Configuration
While activating BMC Helix Multi-Cloud Broker, BMC configures the Multi-Cloud connector. Do not modify the default Multi-Cloud connector configuration. Account
BMC sets up the account for the Multi-Cloud connector.
Clickto re-authenticate after you have changed the password for your tenant administrator user account in BMC Helix Multi-Cloud Broker.
For information about changing the user password, see Creating or modifying People data.
Jira Service Desk
- Configuration
Field | Value |
|---|---|
Name | Enter a name for the connector configuration. |
Site | For an on-premises Jira Service Desk instance, select the site that you created. |
Jira Server Hostname | Enter the name of the Jira Service Desk server. |
Jira server Port | Enter the port number of the Jira Service Desk server. Use port number 443 for HTTPS protocol. |
Protocol | Enter the protocol used by the Jira Service Desk server. |
- Account
Add the account of a Jira Service Desk user who can view and update Jira Service Desk incidents.
SMTP Email
Configuration
To send email notifications for errors, specify values for the following fields:Field
Value
Name
Enter a name for the connector configuration.
Site
Select the appropriate site for your email server.
Connection type
Select the type of connection for your email server.
- Account
Add an email account to be used for sending error notifications.
List of flows for integration with Jira Service Management
You can configure the following flows when setting up integration with Jira Service Management. Each flow is self descriptive, for example to create an incident in BMC Helix ITSM from Jira Service Management, you must configure Create Incident from Jira Service Desk flow.
Create DevOps Incident
- Trigger
You need to set a trigger condition for this flow to determine which Incidents should be sent to Jira. For example, you can use the following triggers:- Operational or Product Categorization fields in BMC Helix ITSM
- Assignment of the incident
- Add a custom field as per your requirement.
Field Mapping
The following values are mapped out-of-the-box:
BMC Helix ITSM field
Jira field
Additional information
Project
In the Vendor Field Mapping of the Map Vendor definition, the value of the Jira project is set under fields.project.name. By default, the project is set to MultiCloud.
You should change this value to the appropriate project name. If you have a corresponding field in BMC Helix ITSM for the project name:
- Change the project field type to dynamic.
- Select the Field ID on the BMC Helix Multi-Cloud Broker record definition of the field that stores the BMC Helix ITSM project value.
- Define the mapping from the BMC Helix ITSM value to the Jira value. You can add the transformations to select the appropriate project based on the value received from BMC Helix ITSM .
Priority
Priority
Default field mapping
Summary
Issue Summary
The Incident ID is included as a part of the Summary.
Resolution Category Tier 3
Issue Type
In the Vendor Field Mapping of the Map Vendor definition, the value of Issue Type is set under field.issuetype.name for the instance of Jira you are integrating with.Jira provides several issue types out of the box and also enables users to create their custom issue types. There are various options to indicate which issue type should be created.
The example template uses the Categorization field to decide the issue type. Using the third tier of the incident request categorization, we indicate which issue type to create in Jira.
You can use other fields or transformations to define this. However, the value passed to the Issue Type must match the name of the issue.
Description
Description
Default field mapping
Incident ID
Label
The Incident ID is included in the Summary and also added as a label on the issue.
Technology Service
The Create DevOps Incident flow can be used to send incidents to other DevOps vendors like Jira. You can use one of the following options:
- Use the Target Values option and select the Technology Service from the list.
Target Values shows the list of vendor mappings that you add in the vendor metadata configuration earlier.
For the Jira integration, from the Target Values list, select JIRA or the name of your Jira instance (if you have provided an instance in the vendor metadata configuration). This determines that the connector process is invoked in BMC Helix Innovation Studio to create or update Jira issues. - Use the Source Fields option and map it to one of the existing fields from BMC Helix ITSM, for example, the Service field. Then, you can use the transformation option to map different BMC Helix ITSM Services to different technology services.
For example, if the value of the BMC Helix ITSM Service field is Jira Service, then, add the data transformation to map Jira Service to JIRA or the name of your Jira instance (for example, Jira.InstanceName).
Create Incident from Jira Service Desk
Select your Jira Service Desk project from the drop-down list in Project.
Retain the values that are available out-of-the-box
Sync Jira Service Desk Issue
Use this flow when you do not want direct data updates between a Jira Service Desk issue and a BMC Helix ITSM ticket.
- Trigger
Select your Jira Service Desk project from the drop-down list in Project.
Field Mapping
Do not change the following out-of-the-box field mappings.Field
Value
Vendor
Jira Service Desk
Vendor Ticket Id
Issue Key
Vendor Ticket Properties
Retain the out-of-the-box properties mapping.
Sync Jira Service Desk Issue Comment
- Trigger
Select your Jira Service Desk project from the drop-down list in Project.
Field Mapping
Do not change the following out-of-the-box field mappings.Field
Value
text
Comment Body
post_type
comment#remedy
ticket_type
incident
Vendor
JIRA Service Desk
Vendor Ticket Id
Issue Key
commentId
Comment ID
Author
Comment Author
Attachment Object 1
Attachment Object 1
Attachment Object 2
Attachment Object 2
Attachment Object 3
Attachment Object 3
Create Incident Activity Note
Trigger
Field
Value
Shared with Vendor
True
Field Mapping
Do not change the following out-of-the-box field mappings.
Field
Value
post_type
comment#vendor
ticketNumber
Incident Number
Attachment Object 1.name
Attachment 1 filename
Attachment Object 1.content
Attachment 1
Attachment Object 2.name
Attachment 2 filename
Attachment Object 2.content
Attachment 2
Attachment Object 3.name
Attachment 3 filename
Attachment Object 3.content
Attachment 3
Create Incident Activity Note with Author flow (ITSM 9.1.06 or later)
Trigger
Field
Value
Shared with Vendor
True
Field Mapping
Do not change the following out-of-the-box field mappings.
Field
Value
post_type
comment#vendor
ticketNumber
Incident Number
Author
Full name
Attachment Object 1.name
Attachment 1 filename
Attachment Object 1.content
Attachment 1
Attachment Object 2.name
Attachment 2 filename
Attachment Object 2.content
Attachment 2
Attachment Object 3.name
Attachment 3 filename
Attachment Object 3.content
Attachment 3
By default, the Create Incident Activity Note flow is used. Instead of the default flow, if you want to use the Create Incident Activity Note with Author flow, you must make changes to the flow.
For more information about using the flow, see Updating flows.
Send Error Notification flow
Trigger
Field
Value
Flow Target
Multi-Cloud
Field Mapping
Field
Value
To
Enter the email account that will receive the error notification.
Subject
Flow Title
From
Important: The value of this field is set to Integration Service.NA
Create Jira Service Desk Issue
The following trigger conditions are provided out-of-the-box:
The following mappings are provided out-of-the-box:
The following mappings are provided out-of-the-box:
Important: The value of this field is set to New.
The following mappings are provided out-of-the-box:
Update Jira Service Desk Issue from Multi-Cloud Incident
Trigger
The following trigger conditions are provided out-of-the-box:Field
Value
Condition is
${webhookContext.466000243} = "true"
Include All Fields is
true
Record Event equals
update
Source ID contains
NA
- Field Mapping
Flow Target 1 ( BMC Helix Multi-Cloud Broker )
The following mappings are provided out-of-the-box:Field
Value
Parent Ticket Id
ID
Flow Target 2 (Jira Service Desk )
The following mappings are provided out-of-the-box:Field
Value
Issue Key
(Target 1) Vendor Ticket Id
Issue Description
Description
Issue Summary
Summary
Flow Target 3 ( BMC Helix Multi-Cloud Broker )
The following mappings are provided out-of-the-box:Field
Value
incidentNumber
Remedy Incident Number
Sync Vendor Ticket
false
Sync Jira Service Desk Issue to Multi-Cloud Incident
Use this flow when you want direct data updates between a Jira Service Desk issue and an incident.
The following trigger conditions are provided out-of-the-box:
The following mappings are provided out-of-the-box:
The following mappings are provided out-of-the-box:
The following mappings are provided out-of-the-box:
List of connector targets for integration with Jira Service Management
When a ticket is brokered from Jira Service Management to BMC Helix ITSM, the ticket data first comes in BMC Helix Multi-Cloud Broker before being sent to BMC Helix ITSM. To send the data from BMC Helix Multi-Cloud Broker to BMC Helix ITSM, you must configure the BMC Helix Multi-Cloud Broker ITSM connector target and set it in the Connector Process ITSM. Similarly, when a ticket is brokered from BMC Helix ITSM to Jira Service Management, the ticket data first comes in BMC Helix Multi-Cloud Broker before being sent to Jira Service Management. To send the data from BMC Helix Multi-Cloud Broker to Jira Service Management, you must configure the BMC Helix Multi-Cloud Broker JIRA Service Desk connector target and set it in the Connector Process JIRA Service Desk.
MCSM ITSM
For the MCSM ITSM connector target, define the connection configuration and profile required by the connector process.
MCSM Jira Service Desk
For the Connector Targets, define the connection configuration and profile required by the connector process in BMC Helix Innovation Studio.