Configure Proactive Service Resolution for incidents in other ITSM solutions


Configure the Proactive Service Resolution solution to enable automated incident creation for qualifying events in any IT Service Management (ITSM) solution that supports RESTful APIs. When you configure the solution, Level 1 and Level 2 incidents are created depending on the information available in the event. 

For more information about levels, see Overview of Proactive Service Resolution.


Before you begin

As a tenant administrator, make sure that you have performed the following tasks:

  • Create a user role and assign it permissions to configure the solution. 
    For more information, see Roles and permissions
  • Proactive Service Resolution with BMC Helix Integration Service is not enabled from BMC Helix Operations Management

As an Automation Engineer, configure the Generic REST on-premises connector to connect with any ITSM solutions that support RESTful APIs. The connector must be in a connected state. For more information about how to configure a Generic REST on-prem connector, see Configuring the Generic REST API on-premises connector.

To configure Proactive Service Resolution for incidents in other ITSM solutions

Perform the following steps: 

  1. Step 1: Set up a connection with other ITSM solutions
  2. Step 2: View the trigger condition
  3. Step 3: ​​​​Map the event field to incident field
  4. Step 4: Map an incident fields to information event 
  5. Step 5: ​​​​​​(Optional) Specify the event slots for updating incidents
  6. Step 6: To configure the callback mechanism from other ITSM solutions

Step 1: To set up a connection with other ITSM solutions

  1. On the BMC Helix Intelligent Automation console, click Solutions > Available Solutions.
    The page displays the configured solution, if any.
  2. Click Configure against the Proactive Service Resolution tile. 
    The configuration page is displayed.
  3. Click Set Up and select the Other ITSM option. 
    Setup connection ServiceNow Suppor PSR_243.png

  4. From the Connector list, select the Generic REST API connector that connects to the third-party ITSM solution.
  5. (Optional) To configure a new Generic REST connector, click Configure connector
    For more information about how to configure a Generic REST on-prem connector, see Configuring the Generic REST API on-premises connector.
  6. Click Save.
    The status is shown as Connected

Step 2: To view the trigger condition

By default, the trigger condition is set to Severity = Critical. When a critical event is generated in BMC Helix Operations Management, an incident gets created in the ITSM solution

Warning

Important

You cannot edit the trigger condition in BMC Helix Intelligent Automation. After the solution is configured, the Predefined Policy for Incident notification policy is created in BMC Helix Operations Management. You can edit the policy to add multiple and complex trigger conditions based on your requirements. Incidents are created based on the specified conditions.

Step 3: To map event fields to incident fields

Before you map event fields to incident fields, you must configure metadata. Metadata defines the API endpoints, HTTP methods, and authorization details required to create, update, and retrieve assets in any RESTful ITSM solution.

To configure Metadata:

By default, the metadata page displays details for the JIRA connector. To create incidents, update incidents, and retrieve assets, perform the following steps:

  1. From the Other ITSM Custom Field Name URL list, select an action.
    • To create an incident, select Create an Incident.
    • To update an incident when event data changes, select Update an Incident.
    • To retrieve configuration items (CIs) or components from the ITSM solution for mapping, select Asset Retrieval.
  2. From the HTTP Method list, select a method.
    By default, the HTTP method is automatically selected according to the action you select.
  3. In the API Path field, provide the endpoint for creating incidents, updating incidents, or fetching assets.
    For example: /rest/api/3/issue for JIRA.
  4. In the Query Params section, select a Type and specify values for Key and Value.
  5. Click Save.

Meta Data Create an incident261.png

To configure event to incident mapping:

You need to manually add relevant event fields and map them to the corresponding incident field in your ITSM solution. Based on these mappings, an incident is created and updated, and assets are retrieved. You can apply transformations to these fields based on your requirements. The Create or Update Incident Ticket automation policy is created as part of this step. The default retention period for these policy runs is 15 days.

  1. Click Configure against the Configure mapping: Event → Incident field.
    The default mapping page is displayed. BMC Helix Intelligent Automation provides a default notification_onIncidentUpdate mapping. This field specifies whether the information event policy gets triggered for an update incident response. If set to false, the information event policy is not triggered. 
    Landing page _Mapping261.png
  2. Click Add Incident Field → Custom Field and perform the following steps:
    1. Enter the name of the field.
    2. If you want this to be a required field, select Required.
      You can edit field values inline without deleting or recreating them.
      Warning

      Important

      • If you make a field mandatory, you cannot change it back to optional or delete the required field unless you delete the solution.
      • For Jira ITSM, the request payload is in JSON format and uses fields as the root key for all key–value pairs. To process it correctly, add the rootValue field and set rootValue=fields.
      • You need to add the minimum required fields for creating an incident and map them with values according to the other ITSM solution. You can apply a transformation if required.
      • If a field value is in JSON format, use the StringToJSON function to convert it into a JSON object. StringToJSON.
        For example:
        {"id":"10001","value":"Significant/Large"}
      The following example shows the required event fields mapped to the incident fields in JIRA:
      Make sure the payload includes the mandatory fields such as Project ID, Summary, Issue Type, Description.
      Screenshot 2026-01-09 142531.png
  1. (Optional) To add a condition to a field, click +Add Condition, add the incident field, and map it to the event field.
    Warning

    Important

    If using custom values, you can specify multiple values in the conditions.
    PSR improvement same values_24201.png

  2. (Optional) Against any field, click Transform fields and select the transformation type:
    • Source value to target value: Map the event source fields to the target incident fields. 
    • String: Concatenate or extract a part of a string.
  1. (Optional) To add multiple functions to process the strings for a field, navigate to a field and specify the conditions based on your requirement:

    Warning

    Important

    • The following functions help transform the string data:
      • concat
      • substr: Specify values for Start and Length of the string to process
      • substrAfter: Specify the character and everything after the character gets processed
      • substrBefore: Specify the character and everything before the character gets processed
      • substrByByte: Specify the end index. For example, if you specify 99, all characters from 0-99 are processed.
      • toLowerCase: Transforms the entire string to lower case
      • toUpperCase: Transforms the entire string to upper case
      • replaceAll:Replaces each occurrence of a specified text or pattern in the string with a new value
    • When you add more than one function to transform data, the conditions are applied in the order in which they are displayed.
    • You can use more than one function while mapping any field, for event-to-incident mapping or for incident-to-information event mapping.
  2. Click Save.

Step 4: To map an incident field to an Information Event

By default, BMC Helix Intelligent Automation displays incident fields. You must map these Incident fields to the Event Field according to your ITSM solution. Based on these mappings, an information event is created in BMC Helix Operations Management. Every time the incident is updated, the information event is updated too. As part of this step, the Create an Information Event automation policy is created.

  1. Click Configure against the Configure mapping: Incident → Information Event field.
    Incident to info mapping 261.png
  1. Make changes as required and click Save.

Step 5: (Optional) To specify the event slots for updating incidents

By default, every time an event is updated in BMC Helix Operations Management, the corresponding incident in the ITSM solution is also updated. To avoid multiple redundant updates, you can specify certain event slots; the incident will be updated only when information in those specific event slots changes.

Warning
Important

After you specify and save the event slots, you cannot clear this option, although you can add or remove the slots. We recommend that you use this option because it prevents redundant updates in ITSM. To disable this option, contact BMC Helix support. 

  1. Select the Specify Event slots checkbox.
    By default, the Status slot is added to the list.
  2. In the Event slots field, type and select the event slots.
  3. Click 1741354394694-469.png to save the changes.
    Secify event_slots_261.png
  1. Click Enable.
    The Proactive Service Resolution is enabled successfully message is displayed. 
    PSR Page_Generic REST_261.png

Step 6: To configure the callback mechanism from other ITSM solutions

To enable the callback mechanism, you must configure a webhook in your ITSM solution (for example, Jira) to send updates back to BMC Helix Intelligent Automation. For detailed steps, refer to the official documentation of your ITSM solution.

Artifacts created for Proactive Service Resolution

After the solution is configured, the following artifacts are created across the BMC Helix environment:

Name

Type

Product

Create or Update Incident Ticket 

Automation policy

BMC Helix Intelligent Automation

Create an Information Event 

Automation policy

BMC Helix Intelligent Automation

Incident and event updates and closure

When an event is updated, the incident is also updated. When an event is closed, the incident is not automatically resolved. If the incident is closed, the corresponding information event is closed, however, the event is not closed. Based on the event policy, the event gets closed after the problem is resolved in the infrastructure. For more information about how events are closed, see Monitoring and managing events

To view Proactive Service Resolution

  1. On the Solutions page, click Solutions Configured Solutions > View.
    You can view the connection details, such as the ITSM solution's name, endpoint URL, and the user name used for the connection. You can also view the trigger condition and the configured mappings.  
  2. Click Go back to return to the Solutions page. 
Warning
Important

If the automation policies fail, by default, BMC Helix Intelligent Automation automatically retries policy execution up to 1 hour. The policy retry mechanism is applicable only if you configure the solution in version 25.4. If you have already configured Proactive Service Resolution, contact BMC Helix Support to enable the policy retry mechanism.

To disable Proactive Service Resolution

If there is downtime for any of the integrated products or if you need to edit the configurations, you can disable the solution. This ensures that the artifacts and the customizations are not deleted when you enable the solution again. 

  1. Click Solutions > Configured Solution Proactive Service Resolution.
  2. Use the toggle key to disable or enable the solution.
    The Proactive Service Resolution disabled successfully message is displayed. 
Success

Best practice

We recommend that you disable the solution only from BMC Helix Intelligent Automation. 

If the Predefined Policy for Incident gets disabled or deleted in BMC Helix Operations Management, the solution is disabled in BMC Helix Intelligent Automation. If incidents are already created for events, information events about the status change in those incidents or events still get updated in BMC Helix Operations Management. If the event is updated, the corresponding incident also gets updated. 

To modify Proactive Service Resolution

  1. Click Solutions > Configured Solution Proactive Service Resolution and use the toggle key to disable the solution.
  2. Click Modify and make changes based on your requirements. 
  3. Click Save
  4. Click Enable.

To delete Proactive Service Resolution

  1. Click Solutions > Configured Solution Proactive Service Resolution and use the toggle key to disable the solution.

  2. Click Delete.
  3. On the warning message that is displayed, click Yes.
    The Solution deleted successfully message is displayed. 
    When you delete the solution, all artifacts and any custom field mappings are deleted. If you configure the solution again, you must provide the custom values for field mappings again. 

Where to go from here

View the status of the automation policies run by ITSM solution for creating incidents. For more information, see Viewing automation policy runs history

 

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BMC Helix Intelligent Automation 26.1