Configure Proactive Service Resolution for incidents in other ITSM solutions
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Configuring Proactive Service Resolution for incidents in BMC Helix ITSM
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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:
- Step 1: Set up a connection with other ITSM solutions
- Step 2: View the trigger condition
- Step 3: Map the event field to incident field
- Step 4: Map an incident fields to information event
- Step 5: (Optional) Specify the event slots for updating incidents
- Step 6: To configure the callback mechanism from other ITSM solutions
Step 1: To set up a connection with other ITSM solutions
- On the BMC Helix Intelligent Automation console, click Solutions > Available Solutions.
The page displays the configured solution, if any. - Click Configure against the Proactive Service Resolution tile.
The configuration page is displayed. Click Set Up and select the Other ITSM option.

- From the Connector list, select the Generic REST API connector that connects to the third-party ITSM solution.
- (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. - 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.
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:
- 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.
- From the HTTP Method list, select a method.
By default, the HTTP method is automatically selected according to the action you select. - In the API Path field, provide the endpoint for creating incidents, updating incidents, or fetching assets.
For example: /rest/api/3/issue for JIRA. - In the Query Params section, select a Type and specify values for Key and Value.
- Click Save.

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.
- 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.
- Click Add Incident Field → Custom Field and perform the following steps:
- Enter the name of the field.
- If you want this to be a required field, select Required.
You can edit field values inline without deleting or recreating them.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.
- (Optional) To add a condition to a field, click +Add Condition, add the incident field, and map it to the event field.
- (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.
(Optional) To add multiple functions to process the strings for a field, navigate to a field and specify the conditions based on your requirement:
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.
- Click Configure against the Configure mapping: Incident → Information Event field.

- 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.
- Select the Specify Event slots checkbox.
By default, the Status slot is added to the list. - In the Event slots field, type and select the event slots.
- Click
to save the changes.
- Click Enable.
The Proactive Service Resolution is enabled successfully message is displayed.
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
- 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. - Click Go back to return to the Solutions page.
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.
- Click Solutions > Configured Solution > Proactive Service Resolution.
- Use the toggle key to disable or enable the solution.
The Proactive Service Resolution disabled successfully message is displayed.
To modify Proactive Service Resolution
- Click Solutions > Configured Solution > Proactive Service Resolution and use the toggle key to disable the solution.
- Click Modify and make changes based on your requirements.
- Click Save.
- Click Enable.
To delete Proactive Service Resolution
Click Solutions > Configured Solution > Proactive Service Resolution and use the toggle key to disable the solution.
- Click Delete.
- 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.
