Adding connector authentication, configuration, and request parameters


After you have defined the required triggers, actions, queries, and lookups for your connector, add the authentication information for connector usage. You can define two types of authentication protocols:

  • OAuth 1.0 authentication
  • OAuth 2.0 authentication

You can also add authentication parameters that may be required for the OAuth implementations. 

You can add or update connector configuration parameters, which are the configuration values required for your connector in addition to the out-of-the-box configurations. For example, you might want to add server URL and Port for the application. 

The request parameters you define for a connector are used for requests made to the target application when you use the connector in a flow.

To add access authentication information for your connector


  1. To open BMC Helix Connector Designer in your browser, navigate to https://localhost:3000/ and log in by using your BMC Helix Integration Service credentials.

    Important

    Your browser shows a warning that states that the website is not secure. This is the expected behavior; proceed to opening BMC Helix Connector Designer.

  2. On the Connectors tab, click the name of the connector to which you want to add the access authentication information.
  3. On the Settings tab, select Authorization.
    The authorization information you provide will be used to authenticate connector usage.
  4. Select an Authorization Type.
    The connector's target application must support the selected authorization type. For more information about which authorization types are supported, see the application's reference documentation. The following authorization types are available:
    • NONE
    • BASIC
    • OAUTH1
    • OAUTH2
      Additional fields are displayed based on the authentication type you select. 

      Important

      You can use the BASIC authorization type for any type of credentials that take two values. The prompts for the BASIC authorization credentials can be configured.

  5. Enter the values for the selected authentication type.
    • BASIC authentication fields 

      Field

      Description

      Connector user ID

      A valid username for the application you are integrating with.

      Connector password

      The password associated with the connector user ID.

    • OAuth 1.0 authentication fields

      Important

      Register the connector callback URLs in the intended application. The callback URLs must be in the following format:

      • Production instance: https://integrate.bmc.com:443/auth/connector_lowercase_name/callback
      • Development instance: https://developer.integrate.bmc.com:443/auth/connector_lowercase_name/callback

      In both cases, connector_lowercase_name represents the full lowercase name of the connector (spaces must be replaced with underscores).

      Field

      Description

      Passport Strategy

      The OAuth 1.0 passport strategy. The value will default to a generic passport strategy.

      Describing each available passport strategy is beyond the scope of this document; however, a link will appear for your selection, which you can open in your browser for more information.

      Consumer Key

      The consumer key.

      Consumer Secret

      The consumer secret.

      (Optional) Request Token URL

      The request token URL.

      (Optional) Access Token URL

      The access token URL.

      (Optional) User Authorization URL

      The user authorization URL.

      (Optional) Signature Method

      The signature method.

    • OAuth 2.0 authentication fields

      Field

      Description

      Passport Strategy

      The OAuth 2.0 passport strategy. The value defaults to a generic passport strategy.

      Describing each available passport strategy is beyond the scope of this document; however, a link to more information will appear for your selection.

      Client ID

      The client ID.

      Client Secret

      The client secret.

      (Optional) Authorization URL

      The authorization URL.

      (OptionalToken URL

      The token URL.

      (Optional) Profile URL

      The profile URL of the client. Use this option if you want to fetch the user profile information while creating a connector configuration (adding account).

  6. (Optional) To specify additional authorization parameters, clickicon_newAuthPara.png
  7. (Optional) To remove any additional parameter that you added, click icon_delPara.pngfor the parameter value.
  8. (Optional) To add request parameters as key-value pairs, select icon_newReqPara.png.
    Parameters can be passed as header, body, or query key-value pairs. Parameter values might be auto filled based on configuration values; you can update them as required.
    For information about acceptable values, see the target application's documentation. 
  9. (Optional) To remove any request parameters that you added, select the parameters from the list, and click icon-delConnector.png.

To add connector configuration fields

  1. To open BMC Helix Connector Designer in your browser, navigate to https://localhost:3000/ and log in by using your BMC Helix Integration Service credentials.

    Important

    Your browser shows a warning that states that the website is not secure. This is the expected behavior; proceed to open BMC Helix Connector Designer.

  2. On the Settings tab, select Configuration.
    By default, the URL configuration field is configured. Commonly used connection data (such as protocolhost, and port) are populated by default. Update values as required.
  3. To add configuration fields, click icon_newConf.png
    When configuring the connector in BMC Helix Integration Studio, the additional fields are displayed on the Configuration tab of the connector.

    Important

    If you set a new configuration field, you must update the Service URL value in the Authorization section to include it.

  4. Enter the following values for the configuration field:

    Field

    Description

    Name

    The display name for the configuration field in BMC Helix Integration Studio.

    Field Name

    The actual field name. Can be the same as Name.

    (Optional) Description

    A brief description of the field.

    Required

    Indicates that a value must be explicitly provided by the user. By default, this option is selected.

    Type

    The data type for the field. Supported types are:

    • string (default)
    • password
    • textarea
    • email
    • url
    • address
    • phone
    • number
    • int
    • double
    • percent
    • currency
    • date
    • datetime
    • time
    • boolean
    • picklist
    • lookup
    • string_array
  5. (Optional) To remove any configuration fields that you added, select the parameters from the list, and click icon-delConnector.png.

Where to go from here

Building-connectors

 

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