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Data sources for BMC HelixGPT


BMC HelixGPT offers a few out-of-the-box data sources. The following data sources are not available out-of-the-box. You must first enable them to create new data connections. To learn more about enabling data sources, see Adding data sources in BMC HelixGPT.

  • Confluence
  • Microsoft SharePoint Online
  • Helix Customer Service Management
  • Web
  • Salesforce Knowledge
  • Elasticsearch
  • Splunk
  • Jira
  • ServiceNow
  • xMatters
  • PagerDuty

Confluence

Specify connection details for Confluence by inputting the following details:

FieldDescription
Connection nameName of the connection.
Source typeConnection type that you want to add. You cannot change this value.
URLURL of the Confluence website that you want to index.
Page IDPage 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 typeValues to enter
NoneNA
Personal Access TokenAccess token — access token that is required to access the page and website. Learn how to find the access token in Using Personal AccessTokens.
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.

Example: Confluence connection details

 

Microsoft SharePoint Online

Specify connection details for SharePoint by inputting details from the following table:

Warning

Important:

  • The Microsoft SharePoint Online connection is available for use only if it is enabled in your environment.
  • You can have only one active Microsoft SharePoint Online connection at a time.
  • If you use Microsoft SharePoint Online as a data source in a skill, the system prompts you to sign in once and then honors the access setting.
FieldDescription
Connection nameName of the connection.
Source typeConnection type that you want to add. You cannot change this value.
Client IDThe unique identifier of your Azure AD-registered application used for authentication. Learn how to find the Client ID in
Registering an application.
Client secretA secret key used with the client ID for secure authentication.
SiteSharePoint site that you want to index.
Tenant IDThe unique identifier of your Microsoft 365 tenant (directory).
TenantTenant name used to access SharePoint.
Example: SharePoint connection details

 

Helix Customer Service Management

Specify connection details for Helix Customer Service Management by inputting the following details:

FieldDescription
Connection nameName of the connection.
Source typeConnection type that you want to add. You cannot change this value.
User nameUser account that is used to connect to the data source.
Example: Helix Customer Service Management connection details

 

Web

Specify connection details for Web by inputting the following details:

FieldDescription
Connection nameName of the connection.
Source typeConnection type that you want to add.
URLMain URL for the website to crawl.
HostThe domain name or IP address of the server where the website is hosted.
PortThe port is a number that specifies which service on the host should handle the request.
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 nameUsername for BASIC or DIGEST authentication.
PasswordPassword for BASIC or DIGEST authentication.
TokenToken for TOKEN authentication.
Custom Headers

JSON format headers for authentication.

Example — { "Custom-Header": "Value" }

Example: Web connection details

 

Salesforce Knowledge

Specify connection details for Salesforce Knowledge by inputting the following details:

FieldDescription
Connection nameName of the connection.
Source typeConnection type that you want to add.
Salesforce URL

URL for Salesforce instance.

Example — login.salesforce.com

Security TokenToken generated by Salesforce for secure external access.
User nameSalesforce username with appropriate access rights.
PasswordPassword of the user.
Domain

The Salesforce domain for login.

Examples:

  • (Default) login
  • test
Object NameThe main Salesforce object to run a query.
Field MappingsJSON structure for mapping Salesforce fi elds.
Example: Salesforce Knowledge connection details
FieldValue
Connection nameSalesforce Connection
Source typeSalesforce Knowledge
Salesforce URLhttps://bmcapps--sfaqa.sandbox.lightning.force.com
Security TokenUCt7bYIs7KMeE1zrvGqWJ2nO
User namehxwikibo@bmc.com
PasswordBmc%HELIX&Kb#171
DomainTest
Object NameDemo object
Field Mappings{
  "language": "en",
  "title": "Title",
  "web_url": "UrlName",
  "page_content": [
    "Summary",
    "sc_Answer__c",
    "sc_Cause__c",
    "sc_Detail__c",
    "sc_Problem__c",
    "sc_Question__c",
    "sc_Solution__c"
  ]
}

Elasticsearch

Specify connection details for Elasticsearch by inputting the following details:

FieldDescription
Source typeConnection type that you want to add.
Connection nameCustom connection name.
URLElasticsearch URL.
SecretPassword for the User ID.
User IDUser name to access the data source.
Example: Elasticsearch connection details
FieldValue
Source typeElastic
Connection nameElastic Connection
URLhttp://clm-pun-wpa.bmc.com:9200
SecretTest
User IDDemo

Splunk

Specify connection details for Splunk by inputting the following details:

FieldDescription
Source typeConnection type that you want to add.
Connection nameCustom connection name.
URLSplunk URL.
SecretPassword for the User ID.
User IDUser name to access the data source.
Example: Splunk connection details
FieldValue
Source typeSplunk
Connection nameSplunk Connection
URLhttp://clm-pun-wpa.bmc.com:4444
SecretTest
User IDDemo

 

Jira

Specify connection details for Jira by inputting the following details:

FieldDescription
Source typeConnection type that you want to add.
Connection nameCustom connection name.
Authentication type

Authentication types required to access Jira.

Authentication typeValues
NoneNone.
Personal Access TokenAccess token to access Jira.
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.
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.

 

Access TokenRequired to access Jira.
Example: Jira connection details
FieldValue
Source typeJira
Connection nameJIRA Connection
Authentication typePersonal Access Token
Access TokenDemoToken

ServiceNow

Specify connection details for ServiceNow by inputting the following details:

FieldDescription
Source typeConnection type that you want to add.
Connection nameCustom connection name.
URLServiceNow URL.
SecretPassword.
User IDUser name.
Example: ServiceNow connection details
FieldValue
Source typeServiceNow
Connection nameServiceNow Connection
URLhttp://clm-pun-wpa.bmc.com:4141
SecretTest
User IDDemo

xMatters

Specify connection details for xMatters by inputting the following details:

FieldDescription
User nameUser ID used to authenticate with the xMatters environment.
PasswordAn authentication password required to connect to the xMatters data source.
URLThe endpoint URL of the xMatters instance to establish the connection.
Example: xMatters connection details

 

PagerDuty

Specify connection details for PagerDuty by inputting the following details:

FieldDescription
Connection nameCustom connection name for the PagerDuty connection.
URLThe endpoint URL of the PagerDuty instance to establish the connection.
TokenToken for TOKEN authentication.
Example: PagerDuty connection details

 

 

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BMC HelixGPT 25.3