Backing up BMC HelixGPT custom configurations


When you upgrade to a newer version of BMC HelixGPT, out-of-the-box (OOTB) components such as skills, agents, and tools might be overwritten, which can result in the loss of customizations. This risk of losing customizations applies to SaaS as well as On premises deployments.

Upgrading to a newer version can overwrite out-of-the-box (OOTB) components, which can result in loss of customizations. 

To prevent this loss of customizations, review and back up any modified components before starting the upgrade. With appropriate backup, you can maintain system functionality and minimize post-upgrade effort.

For on-premises deployments of BMC HelixGPT, it is especially important to back up all custom configurations. For more information, see Upgrading BMC Helix Service Management to 25.2.01.

To back up OOTB components

All OOTB skills, agents, tools, and toolkits provided with the BMC HelixGPT are read-only and cannot be modified directly. To apply customizations, you must create editable copies. 

During the upgrade process, any OOTB components, such as skills, agents, tools, and toolkits that have the same IDs as the existing ones, are automatically overwritten. If you have modified any of these components, your changes will be lost unless you back them up beforehand.

To protect customization, you must clone the components manually through the user interface. For more information about using the user interface, see the following topics:

To register custom skills in BMC HelixGPT Agent Studio

After you have backed up components for your application, you need to register them in the GPT configuration by performing the following steps:

Expand for BMC Helix ITSM application

By leveraging the generative AI capabilities of the AI agents, Service Desk Agents can have a conversational interaction with IT service data, such as incidents, change requests, and knowledge articles. The AI agents provide quick summaries, resolution notes, and predefined answers. When BMC Helix ITSM is integrated with BMC Helix AIOps, users can view incident details, get participant and on-call recommendations, and access situation data from BMC Helix AIOps. AI Agents also support creating knowledge articles directly from incidents for streamlined IT operations.

To use the generative AI capabilities of the BMC HelixGPT AI Agents, you must first ingest data into BMC HelixGPT that will be used when you use the AI capabilities in BMC Helix ITSM. You must then enable BMC HelixGPT for BMC Helix ITSM, and enable the capabilities individually.

Process to enable BMC HelixGPT for BMC Helix ITSM

Location

Task

Reference

BMC Helix Innovation Studio

Ingest data from BMC Helix ITSM: Knowledge Management and BMC Helix ITSM into BMC HelixGPT.

If you have set BMC Helix Knowledge Management by ComAround as a data source for the BMC Helix IT Service Management application, ingest its data into BMC HelixGPT.

HelixGPT Agent Studio

Obtain the API key from your AI service provider and configure the AI service provider connection in the BMC HelixGPT Manager administrator UI. 

HelixGPT Agent Studio

Associate the models you want to use with the out-of-the-box or custom skills.

HelixGPT Agent Studio

Set the data source for the BMC Helix IT Service Management application in HelixGPT Agent Studio.

 

BMC Helix ITSM

Enable BMC HelixGPT for BMC Helix ITSM.

Enabling BMC HelixGPT for BMC Helix ITSM

Models and skills

Different models and corresponding skills are used for the Agentic AI capabilities. To learn about the supported models, skills, and prompts, refer to the following topics:

Supported knowledge providers

By default, BMC Helix ITSM: Knowledge Management and BMC Helix ITSM are set as data sources for the BMC Helix IT Service Management application. 

When you set BMC Helix Knowledge Management by ComAround as a data source for the BMC Helix IT Service Management application, you must remove the association of  BMC Helix ITSM: Knowledge Management as a data source for the BMC Helix IT Service Management application.

AI Agents use the following knowledge articles to generate responses for queries: 

  • Published knowledge articles
  • Knowledge articles associated with closed incidents

To enable BMC HelixGPT for BMC Helix ITSM

  1. As an administrator, log in to Mid Tier.
  2. Click Applications, and select AR System Administration AR System Administration Console.
  3. Select System General Centralized Configuration.
  4. From Component Name, select com.bmc.arsys.smartit > *.
  5. Set the URL of the HelixGPT Assistant service in the HelixGPT-Assistant-Service-URL parameter.
  6. Click Apply.

Backing up BMC HelixGPT custom configurations

When you upgrade to a newer version of BMC Helix ITSM, out-of-the-box (OOTB) components such as skills, agents, and tools are overwritten or replaced, which might result in the loss of customizations. This risk of losing customizations applies to both SaaS and on-premises deployments. To prevent loss of customizations, review and back up any modified components.
To learn about backing up components, see Backing up BMC HelixGPT custom configurations

After you have backed up components for your BMC Helix ITSM application, you need to register them in BMC HelixGPT Agent Studio by performing the following steps:

  1. In BMC Helix ITSM, click Settings.
  2. Select HelixGPT Configuration > GPT configurations > GPT configurations.
  3. Locate the required Intent type and Use case for which you want to register the custom skill, as the out-of-the-box skills may be used in multiple use cases.
  4. Click the corresponding record.
  5. In the Edit HelixGPT Configuration screen, copy the skill ID of the custom skill, which you created while backing up components. Input the copied ID into the Skill field, modify the required details, and click Save.
    This process automatically lists the custom skill in the GPT configurations.

    (Optional) Use the Line of Business or Modified by columns to identify custom records.
    A value 'itsm-application' in the Line of Business column indicates a custom record.

Where to go from here

Use the topics listed in the following table to learn how to enable the individual Agentic AI capabilities according to your requirements:

TaskReference
Configure Ask HelixGPT for a conversational experience.Configuring Ask HelixGPT for BMC Helix ITSM
Enable Agentic chat.Enabling Agent chat for BMC Helix ITSM
Enable automatic responses to inbound emails.Enabling automatic responses to inbound emails by using Agentic AI
Enable the creation of knowledge articles from incidents by using Knowledge Curator.Enabling the creation of knowledge articles from incidents by using Knowledge Curator
Enable the Ops Swarmer capabilities in BMC Helix ITSM<New topic>

Related topics

Agentic AI capabilities in BMC Helix ITSM


(Optional) Use the Line of Business or Modified by columns to identify custom records.
A value 'itsm-application' in the Line of Business column indicates a custom record.

Related topics

FAQ

Best practices for BMC HelixGPT

 

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BMC HelixGPT 25.4