Adding data sources in BMC HelixGPT

Applications and data sources for BMC HelixGPT

The following applications are available out-of-the-box inBMC HelixGPT. You can only edit the connection details for these data sources. You cannot delete these connections.:

• BMC Helix Business Workflows
• BMC Helix Knowledge Management by ComAround
• BMC Helix ITSM Knowledge Management
• BMC Helix ITSM
• BMC Helix Customer Service Management

The following data sources are not available out-of-the-box.  You must first enable them to create new data connections:

• BMC Helix Customer Service Management 
• Confluence 
• Microsoft SharePoint Online 
• Web
• Salesforce Knowledge 

You can add multiple connections for Confluence, Microsoft SharePoint Online, Salesforce Knowledge, and Web data sources. 

Before you begin

Make sure you have the HelixGPT Administrator role to add data sources. Learn more about roles in Roles-and-permissions.

Process for setting up BMC HelixGPT

The following image shows the process of setting up BMC HelixGPT and the current step that you are on:

Complete the following steps to configure data sources in BMC HelixGPT:

• Review the existing out-of-the-box connections
• Enable data sources from record definitions
• Add data sources to BMC HelixGPT
• Create multiple connections for data sources

To review and edit an out-of-the-box data connection

Out-of-the-box data connections are available for BMC Helix Business Workflows, BMC Helix Knowledge Management by ComAround, BMC Helix ITSM Knowledge Management, and BMC Helix ITSM. You cannot delete these connections and can only edit the details. 

1. In BMC HelixGPT Manager, click Settings .
2. Select HelixGPT > Connections > Information sources.
3. To open a connection, click the connection name.
4. In the Edit Connection pane, modify the following details:
   • Connection name
   • User name
5. Click Save.

To enable data sources

1. As an HGM Admin user, log in to BMC Helix Innovation Studio. 
2. On the Workspace tab, click HelixGPT Manager. 
3. On the Records tab, select the check box for the DataSource record definition and click Edit data, as shown in the following image:
   
4. On the Data editor (DataSource) page, select the checkbox of the Microsoft SharePoint Online data source, and click Edit as shown in the following image:
   
5. In the Edit record pane, change the status to Enabled and click Save.
6. Repeat steps 4 and 5 to enable the Confluence, Helix Customer Service Management, Salesforce Knowledge, and Web data sources.

To add data sources to HelixGPT

After enabling the data sources, you can add a new data connection in BMC HeliGPT Manager.

1. In BMC HelixGPT Manager, click Settings .
2. Select HelixGPT > Connections > Information sources.
3. To add a new connection, click + Add connection.
4. From the Connection type list, select one of the following options:
   • Confluence
   • Microsoft SharePoint Online
   • Helix Customer Service Management
   • Salesforce Knowledge
   • Web
5. Click Add.

6. In the Add connection pane, specify the following information:
   

   Field	Description
   Confluence details
   Connection name	Name of the connection
   Source type	Connection type that you selected You cannot change this value.
   URL	URL of the Confluence website that you want to index
   Page ID	Page ID of the website that you want to index Learn how to find the Page ID of the website in How to get Confluence page ID
   Authentication type	The type of authentication required to access the page Authentication type Values to enter None NA Personal Access Token Access token—access token that is required to access the page and website Learn how to find the access token in Using Personal Access Tokens. Oauth Access token—access token that is required to access the page and website Access Token Secret—the secret key Consumer Key—the consumer password Key Certificate—the client certificate Learn how to manage Oauth tokens in OAuth access tokens. Oauth2 Token type—Select one of the following token types from the list Access token Bearer token ID token Refresh token Access/Bearer/ID/Refresh token—the token value based on the type of token selected Client ID—Client ID that is required to access the page and website Learn about Oauth 2.0 protocol in OAuth 2.0 protocol.
   SharePoint details
   Connection name	Name of the connection
   Source type	Connection type that you selected You cannot change this value.
   Client ID	Client ID that is required to access SharePoint Learn how to find the Client ID in Registering an application with Microsoft.
   Client secret	Client secret required to access SharePoint
   Site	SharePoint website that you want to index
   Tenant ID	Tenant ID required to access SharePoint
   Tenant	Tenant name required to access SharePoint
   Helix Customer Service Management details
   Connection name	Name of the connection
   Source type	Connection type that you selected You cannot change this value.
   User name	User account to connect to the data source
   Web details
   Connection name	Name of the connection
   Source type	Connection type that you selected
   URL	Main URL for the website to crawl.
   Max Depth	The maximum depth for crawling within the website’s link hierarchy. Example — 3
   Use Robots.txt	Boolean indicating if robots.txt should be respected during crawling. Example — True
   Crawl Budget	The maximum number of pages to capture in a single crawl operation. Example — 100
   Auth Type	Authentication method. Example — 0 (BASIC)
   User name	Username for BASIC or DIGEST authentication.
   Password	Password for BASIC or DIGEST authentication.
   Token	Token for TOKEN authentication.
   Custom Headers	JSON format headers for authentication. Example — { "Custom-Header": "Value" }
   Salesforce Knowledge details
   Connection name	Name of the connection
   Source type	Connection type that you selected
   Salesforce URL	URL for Salesforce instance. Example — login.salesforce.com
   Security Token	Token generated by Salesforce for secure external access.
   User name	Salesforce username with appropriate access rights.
   Password	Password of the user
   Domain	The Salesforce domain for login. Examples: (Default) login test
   Object Name	The main Salesforce object to run a query.
   Field Mappings	JSON structure for mapping Salesforce fields.
   Elasticsearch details Important: Contact BMC Support to use this data source.
   Source type	Connection type that you selected
   Connection name	Custom connection name
   URL	Elasticsearch URL
   Secret	Password
   User ID	User name
   Splunk details Important: Contact BMC Support to use this data source.
   Source type	Connection type that you selected
   Connection name	Custom connection name
   URL	Splunk URL
   Secret	Password
   User ID	User name

7. Click Save.

To edit a data connection

1. In BMC HelixGPT Manager, click Settings .
2. Select HelixGPT > Connections > Information sources.
3. Select the connection name.
4. In the Edit Connection pane, modify the following details:
   • Connection name
   • Confluence: URL, Page ID, Access Token
   • SharePoint: Client ID, Client Secret, Site, Tenant ID, Tenant
   • Helix Customer Service Management: User name
   • Web: URL
   • Salesforce Knowledge: URL, Security Token, User name, Password
5. Click Save.

Results

After the connection is successfully saved, a connection ID is generated. To note the Connection ID for the new data sources that you created, in the data connections table, from the Visible columns list, select ID.

The following image shows the Connection ID in the data sources table:

Use the connection ID while creating the data connection jobs to ingest data into the BMC HelixGPT database. You must create a new job for every Confluence, Microsoft SharePoint Online, Web, or Salesforce Knowledge data connection that you add.

Where to go from here

Ingesting-data-into-BMC-HelixGPT