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.

You cannot save a connection if the Connection name includes special characters. The Connection name can contain only letters, numbers, spaces, dashes, and underscores.

Confluence

Specify connection details for Confluence by inputting the following details:

Field

Description

Connection name

Name of the connection.

Source type

Connection type. You cannot change this value.
Default: Confluence

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 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

Field	Authentication type	Token type	Value
Connection name	NA	NA	Confluence Connector
Source type			Confluence
URL			https://confluence.bmc.com
Page ID			369941352
Authentication type	None		None
	Personal Access Token		Access Token: MDM0MjM5NDc2MDxxxxxxxxxxxxxxxxxxxxx
	Oauth		Access Token: 1234567890abcdef1234567890abcdef
			Access Token Secret: abcdef1234567890abcdef1234567890
			Consumer Key: confluence-oauth-client
			Key Certificate: -----BEGIN RSA PRIVATE KEY----- MIICXAIBAAKBgQDYZ9Xv+Z1Zk9vZxKjKjU1ZKjKjU1ZKjKjU1ZKjKjU1ZKjKjU1ZK ... -----END RSA PRIVATE KEY-----
	Oauth2	Access token	Access Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
		Access token	Client ID: confluence-cloud-client-id
		Bearer token	Bearer Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiJjb25mbHVlbnNlX3VzZXIiLCJleHAiOjE2ODg4ODg4ODgsImlhdCI6MTY4ODg4ODg4OH0.abc123def456ghi789
		Bearer token	Client ID: confluence-cloud-client-id
		ID token	ID Token: eyJraWQiOiJrZXlfaWQiLCJhbGciOiJSUzI1NiJ9.eyJpc3MiOiJodHRwczovL2lkLmF0bGFzc2lhbi5jb20vIiwiYXVkIjoiY29uZmx1ZW5jZS1jbG91ZC1jbGllbnQifQ.signature
		ID token	Client ID: confluence-cloud-client-id
		Refresh token	Refresh Token: dGhpcyBpcyBhIHNhbXBsZSByZWZyZXNoIHRva2Vu...
		Refresh token	Client ID: confluence-cloud-client-id
	Basic	NA	User name: confluence_user
	Basic		Password: <Password for the respective user>
	Custom		Custom Headers: { "Authorization": "Bearer <access_token>", "Content-Type": "application/json" }

Elastic

Specify connection details for Elastic by inputting the following details:

Field	Description
Source type	Connection type. You cannot change this value. Default: Elastic
Connection name	Name of the connection.
URL	Elastic URL.
Secret	Password for the User ID.
User ID	User name to access the data source.

Example: Elastic connection details

Field	Value
Source type	Elastic
Connection name	Elastic Connection
URL	https://elastic.mycompany.com:9200
Secret	elastic-secret-token-abc123
User ID	elastic_user

ClickHouse

Specify connection details for ClickHouse by providing the following details:

Field	Description
Connection name	Name of the connection. The connection name is displayed when you select and configure the data source for an agent.
URL	Endpoint URL of the ClickHouse server (supports HTTP only) with the port number.
Secret	Password for the user account used to connect to the ClickHouse server.
User ID	User account that is used to connect to the ClickHouse server.

Example: ClickHouse connection details

Field	Value
Connection name	ClickHouse
URL	http://<hostname>:8123
User ID	admin

Helix Customer Service Management

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

Field	Description
Connection name	Name of the connection.
Source type	Connection type. You cannot change this value. Default: Helix Customer Service Management
User name	User account that is used to connect to the data source.

Example: Helix Customer Service Management connection details

Field	Value
Connection name	CSM
Source type	Helix Customer Service Management
User name	Any logged in user or service account that can run jobs and has access permissions to the connection. For example: admin

Jira

Specify connection details for Jira by inputting the following details:

Field

Description

Source type

Connection type. You cannot change this value.

Default: Jira

Connection name

Name of the connection.

Authentication type

Authentication types required to access Jira.

Authentication type	Values
None	None.
Personal Access Token	Access 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 Token

Required to access Jira.

Example: Jira connection details

Field	Authentication type	Token type	Value
Source type	NA	NA	Jira
Connection name	NA		JIRA Connection
Authentication type	None		None
	Personal Access Token		Access Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
	OAuth		Access Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
			Access Token Secret: abcdef1234567890abcdef1234567890
			Consumer Key: jira-oauth-client
			Key Certificate: -----BEGIN RSA PRIVATE KEY-----\nMIICXAIBAAKBgQDYZ9Xv+Z1Zk9vZxKjKjU1ZKjKjU1ZKjKjU1ZKjKjU1ZKjKjU1ZKjKjU1ZK\n...\n-----END RSA PRIVATE KEY-----
	OAuth2	Access token	Access Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.abc123def456ghi789
		Access token	Client ID: jira-cloud-client-id-xyz123
		Bearer token	Bearer Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.def456ghi789abc123
		Bearer token	Client ID: jira-cloud-client-id-xyz123
		ID token	ID Token: eyJraWQiOiJrZXlfaWQiLCJhbGciOiJSUzI1NiJ9.eyJpc3MiOiJodHRwczovL2lkLmF0bGFzc2lhbi5jb20vIiwiYXVkIjoiY29uZmx1ZW5jZS1jbG91ZC1jbGllbnQifQ.signature
		ID token	Client ID: jira-cloud-client-id-xyz123
		Refresh token	Refresh Token: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.ghi789abc123def456
		Refresh token	Client ID: jira-cloud-client-id-xyz123

Microsoft SharePoint Online

The Microsoft SharePoint Online connection is available only if it is enabled in your environment. You can have multiple Microsoft SharePoint Online connections 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.

BMC HelixGPT reads text from .docx, .pdf, .txt, and .aspx file types in Microsoft SharePoint Online.

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

Field	Description
Connection name	Name of the connection.
Source type	Connection type. You cannot change this value. Default: Microsoft SharePoint Online
Client ID	The unique identifier of your Azure AD-registered application used for authentication. Learn how to find the Client ID in Registering an application.
Client secret	A secret key used with the client ID for secure authentication.
Site	SharePoint site that you want to index.
Tenant ID	The unique identifier of your Microsoft 365 tenant (directory).
Tenant	Tenant name used to access SharePoint.
Enable subsite crawling	Discover and index all subsites of the specified SharePoint site. Default: Disabled

Example: SharePoint connection details

Field	Value
Connection name	HelixGPTWebinar
Source type	Microsoft SharePoint Online
Client ID	ae1cfdef-1ea9-4525-b634-59df395f51b0
Client secret	5hF8Q~A.6gUxGaqW5cn1DnxAjXje7PAlHdopob8n
Site	helixvirtualagent.sharepoint.com/sites/HelixGPTWebinar
Tenant ID	0eaae44d-9585-433b-8366-13bf26167b53
Tenant	BMC

PagerDuty

Specify connection details for PagerDuty by inputting the following details:

Field	Description
Connection name	Custom connection name for the PagerDuty connection.
URL	The endpoint URL of the PagerDuty instance to establish the connection.
Token	Token for TOKEN authentication. Token generated by PagerDuty to access the PagerDuty API.

Example: PagerDuty connection details

Field	Value
Connection name	PagerDuty Connection
URL	https://api.pagerduty.com
Token	Token generated by Pagerduty to access the PagerDuty API. For example, y_NbAkKc66ryYTWUXYEu

Salesforce Knowledge

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

Field	Description
Source type	Connection type. You cannot change this value. Default: Salesforce Knowledge
Connection name	Name of the connection.
URL	URL for Salesforce instance. Example — login.salesforce.com
Security Token	Token generated by Salesforce for secure external access.
User name	Salesforce user name with appropriate access rights.
Password	Password for the user.
Domain	The Salesforce domain for login. Examples: (Default) login test
Field Mappings	JSON structure for mapping Salesforce fields.
Object Name	The main Salesforce object to run a query.

Example: Salesforce Knowledge connection details

Field	Value
Connection name	Salesforce Connection
Source type	Salesforce Knowledge
Salesforce URL	https://mycompany.my.salesforce.com
Security Token	XyZ1234567890AbCdEfGhIjKlMnOpQrSt
User name	integration.user@mycompany.com
Password	<Password for the respective user>
Domain	mycompany
Object Name	KnowledgeArticleDetails
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" ] }

ServiceNow

Specify connection details for ServiceNow by inputting the following details:

Field	Description
Source type	Connection type. You cannot change this value. Default: ServiceNow
Connection name	Name of the connection.
URL	ServiceNow URL.
Authentication type	Authentication types required to access ServiceNow.
Auth Secret	Password.
Auth ID	User name.
Key Certificate	The client certificate.

Example: ServiceNow connection details

Field	Authentication type	Value
Source type	NA	ServiceNow
Connection name		ServiceNow Connection
URL		https://mycompany.service-now.com/
Authentication type	Basic	Auth Secret: S3rvic3N0wP@ssw0rd!
	Basic	Auth ID: servicenow_user
	OAuth	Auth Secret: servicenow-oauth-secret-456xyz
		Auth ID: servicenow-client-id-123abc
		Key Certificate: -----BEGIN CERTIFICATE----- MIIDdzCCAl+gAwIBAgIEbG9vZzANBgkqhkiG9w0BAQsFADBvMQswCQYDVQQGEwJV ... -----END CERTIFICATE-----

Splunk

Specify connection details for Splunk by inputting the following details:

Field	Description
Source type	Connection type. You cannot change this value. Default: Splunk
Connection name	Name of the connection.
URL	Splunk URL.
Secret	Password for the User ID.
User ID	User name to access the data source.

Example: Splunk connection details

Field	Value
Source type	Splunk
Connection name	Splunk Connection
URL	https://splunk.mycompany.com:8089
Secret	splunk-auth-token-xyz789
User ID	splunk_admin

Web

Specify connection details for Web by inputting the following details:

Field	Description
Connection name	Name of the connection.
Source type	Connection type. You cannot change this value. Default: Web
URL	Main URL for the website to crawl.
Host	The domain name or IP address of the server where the website is hosted.
Port	The 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 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" }

Example: Web connection details

Field	Auth Type	Value
Connection name	NA	HelixGPTWebinar
Source type		Web
URL		https://bmc.com
Host		bmc.com
Port		80
Max Depth		1
Use Robots.txt		True
Crawl Budget		500
Auth Type	None	Host: bmc.com
		Port: 80
		Crawl Depth: 1
		Crawl Budget: 500
	Personal Access Token	Access Token: ghp_16CharSampleToken1234
		Host: api.example.com
		Port: 443
		Crawl Depth: 1
		Crawl Budget: 500
	Basic	User name: web_user
		Password: <Password for the respective user>
		Host: secure.example.com
		Port: 443
		Crawl Depth: 1
		Crawl Budget: 500
	Digest	User name: digest_user
		Password: <Password for the respective user>
		Host: digest.example.com
		Port: 8080
		Crawl Depth: 1
		Crawl Budget: 500
	Custom	Custom Headers: { "Authorization": "Bearer eyJhbGciOiJIUzI1NiIs..." }
		Host: custom.example.com
		Port: 8443
		Crawl Depth: 1
		Crawl Budget: 500

xMatters

Specify connection details for xMatters by inputting the following details:

Field	Description
User name	User ID used to authenticate with the xMatters environment.
Password	An authentication password required to connect to the xMatters data source.
URL	The endpoint URL of the xMatters instance to establish the connection.

Example: xMatters connection details

Field	Value
User name	User name with appropriate access rights. For example, teamsswarmingapp
Password	<Password for the respective user>
URL	https://bmc-np.hosted.xmatters.com