Configuring BMC Helix application in Microsoft Teams

As a Microsoft Teams administrator, you can install the BMC Helix application to enable operators or other users in your organization to get notifications about services and situations proactively without accessing BMC Helix Service Monitoring.

By using a BMC Helix application, operators can send commands and get information about the overall health of the environment in the application. Operators can also perform a few actions depending on the impacted service or situation.

This topic describes the steps that you must perform once before you start using Microsoft Teams application for BMC Helix.

Before you begin

As a Microsoft Teams administrator, ensure that the following conditions are met:

You have the administrative permissions and credentials to access BMC Helix Service Monitoring.
You have the Microsoft 365 administrator permissions to add and configure the application for your organization.
BMC Helix application is added in Microsoft Teams for your organization.
You have obtained the BMC Helix Single Sign-On region name and tenant ID for your tenant from the BMC Customer Support Team.

To add the application from the Microsoft Teams store

As a Microsoft administrator, add the BMC Helix application from the Microsoft Teams Store.

Note

Contact BMC Customer Support team to obtain the binaries for the application.

For more information on how to install an app in Microsoft Teams, see the Microsoft Teams documentation.

To configure the BMC Helix application

As a Microsoft administrator, perform the following steps to configure the connection with BMC Helix Service Monitoring:

Go to Microsoft Teams > Apps > BMC Helix application.
You are asked to authorize before using the application by signing in to your BMC account.
Enter the Sign in command.
Since configuration is not yet done, the following options are displayed. If you are not an administrator, you cannot proceed.

These options will not be displayed every time you sign in to your account in Microsoft Teams after the configuration is complete.
Click 1. Grant Permissions.
Select a Microsoft Teams administrative account, view the permissions required for connecting with BMC applications, and click Accept.
If successful, the following message appears: Return to MS Teams and press "Connect to BMC" to set up your BMC Helix domain(s). Your application is now ready to connect to BMC products.

In the chat window, click 2. Connect to BMC.
The BMC Helix products that are available to connect appear.
Select BMC Product.png
You can configure any one of the following options as shown in the following table: :

Option	Product	Description
ITSM	BMC Helix ITSM	1. Select the BMC Helix Single Sign-On region to use for this Microsoft Teams tenant. 2. Enter the BMC Helix Single Sign-On tenant ID. 3. Enter the BMC CMDB REST API URL. For more information, see Configuring Microsoft Teams ChatOps for BMC Helix.
AIOps	BMC Helix Service Monitoring	1. Select the BMC Helix Single Sign-On region to use for this Microsoft Teams tenant. 2. Enter the BMC Helix Single Sign-On tenant ID. 3. Enter the URL for BMC Helix Service Monitoring.
ITSM & AIOps	BMC Helix ITSM and BMC Helix Service Monitoring	1. Select the BMC Helix Single Sign-On region to use for this Microsoft Teams tenant. 2. Enter the BMC Helix Single Sign-On tenant ID. 3. Enter the URL for BMC Helix Service Monitoring. 4. Enter the BMC CMDB REST API URL.

Depending upon the options that you selected, a message appears that your tenant configuration is stored. For example, if you have configured BMC Helix Service Monitoring only, the following message is displayed.

Chatbot config tenant stored.png

Note

After the configuration step is complete, share the URLs shown in the message with the BMC Customer Support team for completing the configuration process. After BMC completes the process, you can continue to sign in to the application.

Click Sign In.
You are navigated to the BMC Helix Service Monitoring tenant URL.
Enter the tenant administrator credentials for BMC Helix Service Monitoring.
A message appears that your configuration is successful and BMC Helix Service Monitoring is now connected with the Microsoft Teams application.

You can use the Install for all option and install the application for all users in your organization. As an operator, you can use the application to send commands and view the overall health of the environment.

Where to go from here

Now that you have configured the application in Microsoft Teams for your users, users can run commands to get information about the impacted services and situations in your environment. For more information, see Commands-and-actions-available-in-Microsoft-Teams.