Configuring application integrations

As shipped, the Task Management System (TMS) contains six configuration entries. These allow TMS to integrate with itself, Change Management, Incident Management, Problem Management, Known Errors, and Solution database.

You can use the Integration Configuration form to set up integrations with other custom applications that are not part of the BMC Helix ITSM, and which use TMS and specify general settings for integrating.

You specify the Primary form and the name of the template, if one exists. You specify whether to show the minimal view when you open the task form, or all visible fields and tabs. You also specify whether to use the Foundation's assignment and notification functionality. Although the Service Management applications should use those pieces, external applications that integrate with TMS might not. Finally, you specify whether your integration uses task templates.

To configure application integrations

1. On the IT Home page, click the Application Administration Console link.
2. On the Application Administration Console, click the Custom Configuration tab.
3. From the Application Settings list, select Task Management System > Integration > Application Configuration, and then click Open.
4. To view a list of preconfigured entries, click the New Search toolbar button on the Integration Configuration form.
5. Enter any search parameters, and then click Search.
6. On the list of preconfigured entries, do any of the following actions:
   • Select an entry to view it and modify it, if necessary.
   • Click the New Request button on the toolbar, and configure new values.

7. Modify or fill in the fields described in the following table.

   Field Name	Description
   Application Name	The parent application name. The menu is data-driven, filled by entries in the SHARE:Application Properties form.
   Primary Form	The primary form from the parent application that is used with TMS.
   Template Form	You enter the template form that integrates with the primary form. So, for example, when you enter CHG:Infrastructure Change in Primary Form and CHG:Template in Template Form, all the templates that are defined in CHG:Template Form are available for selection in CHG:Infrastructure Change.
   Relationship Form	You enter the relationship form that integrates with the primary form. All the CIs, change requests, and so on that relate to the primary form are stored in the relationship form that you enter in Relationship Form.
   Status	An overall status for this entry. The options are Active and Inactive.
   Task View	The view of the Task form that is available to the parent application. The default is Full. If you select Minimal, fewer tabs and fields appear.
   Use Foundation Group Assignment	The group assignments for tasks. Select Yes to specify group assignments for tasks in the CFG:Assignment form for the parent application. Select No to use an alternate means for group task assignment, that is, one that does not come from one of the BMC Helix ITSM application.
   Use Foundation Individual Assignment	The individual assignments for tasks. Select Yes to specify individual assignments for tasks using the Assignment Engine for the parent application. Select No to use an alternate means for individual task assignment, that is, one that does not come from one of the BMC Helix ITSM application.
   Use Foundation Notification	The settings for specifying notifications. Select Yes to specify notifications to be based on the settings specified in the SYS:NT Process Control form. Select No to specify notifications in the Assignment tab of the Task Template forms.
   Use Task Templates	Whether task templates are used. Select Yes to use task templates with the parent application. Select No to not use task templates.

8. Click Save.