Setting up BMC Helix iPaaS

For a new organization, Jitterbit Harmony creates a default environment and associates it with a Cloud Agent group. As an administrator, you can then set up the environment by adding members to it, assigning roles and permissions to the members, granting access to the environment, and so on.

Based on the roles you assign to your agents, they can start working in the BMC Helix iPaaS environment.

Related topic

Jitterbit Success Central

To set up a BMC Helix iPaaS instance

  1. Log in to BMC Helix iPaaS with the administrator credentials that Jitterbit Harmony has provided, and perform the following tasks:

    Task

    Action

    Reference in Jitterbit Harmony documentation

    1

    Get started with Jitterbit Harmony by registering your account, accessing the quick start wizard, and learning about the different actions you need to take to set up the BMC Helix iPaaS instance.

    2

    Set up environments for the default organization that Jitterbit Harmony has provided you.

    3

    Grant a role access to an environment so that a user with that role can access the environment and perform the required actions.

    4

    Set up the organization by adding members to it and assigning roles to users.

    Important: To set up the organization, make sure the following tasks are completed:

    • An organization administrator has set up at least one environment that is associated with cloud agents or private agents.
    • A user who installs a private agent to use an environment, has a role with the Agent-Install permission or the Administrator permission.

    (Optional) 5

    Set up Private Agents and Private Agent groups to implement integrations for on-premises environment.

User permissions for creating an integration project

To enable your users to create integration projects and execute operations in Integration Studio, make sure you complete the following tasks:

  • A user who is responsible for creating integration projects and working in Integration Studio must be a member of an organization that has at least one environment.
  • The user must have a role that has the Read permission for the organization as the minimum permission.
  • The user must have the Read, Write, Execute, and View Logs accesses to the environment.

 

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