Jira integration reference
To establish integration with Jira, configure the following connectors, flows, and connector targets. You need to set up tenant level configurations. BMC Helix Multi-Cloud Service Management provides out-of-the-box mappings and application level configurations required for the integration. After you complete the integration, you can broker tickets from Remedy ITSM to Jira, sync Jira ticket details to Remedy ITSM and so on. Each flow in the list of flows is essentially a feature that you can use. Depending upon your use case, you might have to configure multiple flows. BMC Helix Multi-Cloud Service Management logically chains the flows and connector processes to complete the feature.
List of connectors for integration with Jira
You need to configure the following connectors when setting up integration with Jira. These connectors are integration points for the respective applications. For instance, to send the data from BMC Helix Multi-Cloud Service Management to Jira, you need to create a flow from Multi-Cloud connector to Jira connector.
ITSM connector
Configuration
If you are integrating BMC Helix Multi-Cloud Service Management with an on-premises instance of Remedy ITSM, enter the following values:Field
Value
Site
Select the site that you created for Remedy.
AR server
Enter the name of your on-premises AR System server.
AR server port
Enter the port number for your on-premises AR System server.
- Account
Add a Remedy ITSM user account that has permissions to view business service requests and permissions to update incidents, change, or problem requests.
Multi-Cloud connector
- Configuration
While activating BMC Helix Multi-Cloud Service Management, BMC configures the Multi-Cloud connector. Do not modify the default Multi-Cloud connector configuration.
Account
BMC sets up the account for the Multi-Cloud connector.
Clickto re-authenticate after you have changed the password for your tenant administrator user account in BMC Helix Innovation Studio.
For information about changing the user password, see Creating or modifying Person data.
SMTP Email connector
Configuration
To send email notifications for errors, specify values for the following fields:Field
Value
Name
Enter a name for the connector configuration.
Site
Select the appropriate site for your email server.
Connection type
Select the type of connection for your email server.
- Account
Add an email account to be used for sending error notifications
.
Jira connector
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List of flows for integration with Jira
You can configure the following flows when setting up integration with Jira. Each flow is self descriptive, for example to create an incident in Remedy ITSM from Jira, you must configure Create Incident flow.
Send Error Notification flow
Trigger
Field
Value
Flow Target
Multi-Cloud
Field Mapping
Field
Value
To
Enter the email account that will receive the error notification.
Subject
Flow Title
From
Note: The value of this field is set to Integration Service.NA
Note
You can change the following out-of-the-box field mappings:
- Subject
- From
However, BMC recommends that you retain the existing mappings.
Create Incident flow
- Project
To query for issues to send to Remedy ITSM, enter the name of the Jira projects. Trigger
The trigger condition determines the qualification criteria to create a Remedy ITSM ticket. You can use any field in your trigger condition. A single issue in Jira can only be related to a single record in Remedy ITSM.
Note
If you are also creating Work Orders and Change Requests from Jira, make sure the trigger condition is unique to creating an incident.
Field Mapping
The default field mappings follow the best practices for mapping data from a Jira issue to a Remedy ITSM Incident. You can change these mappings.Remedy ITSM field
Jira field
Additional information
Priority
Priority
Default field mapping
Summary
Issue Summary
Default field mapping
Company
Out of the box, this field is mapped with the company created in BMC Helix Multi-Cloud Service Management and Remedy ITSM.
However, you can map any Jira field with a company value or build a transformation for any other field to set the company value. You must set the field to a value that matches the company you have created.
Description
Issue Description
Default field mapping
Customer First and Last Name
Map these fields to the Jira fields that map to users registered in Remedy ITSM. If you do not have fields in Jira that map to Remedy ITSM users, you can add a transformation or set predetermined values.
Status
For new incidents that are created in the system, set New as the predetermined value.
Urgency and Impact
Priority
Default field mapping
Incident Type
By default, this field is set to User Service Restoration.
Reported Source
By default, this field is set to Other.
Vendor
Select the vendor name tied to this flow. If you are integrating with multiple instances of Jira, set this value to the vendor mapping defined for that instance of Jira.
Vendor Ticket Properties
These properties are used by BMC Helix Multi-Cloud Service Management to display Jira data in BMC Remedy with Smart IT.
Create Change flow
Create Change flow
- Project
Enter the name of the Jira projects to query for issues to send to Remedy ITSM. Trigger
The trigger condition is an example of how to determine for which issue you should create a Remedy ITSM ticket. You can use any field in your trigger condition. A single issue in Jira can only be related to a single record in Remedy ITSM.Note
If you are also creating Work Order and Incident Requests from Jira, make sure the trigger condition is unique to creating a change.
Field Mapping
The default field mappings provided in the flow follow the best practices to map data from a Jira issue to Remedy Change Requests. You can change these mappings.
The following values are mapped out-of-the-box:Remedy ITSM field
Jira field
Additional information
Priority
Priority
Default field mapping
Summary
Issue Summary
Default field mapping
Company
Set this field to your Remedy ITSM company.
You can map any Jira field with a company value or build a transformation for any other field to set the company value.
Description
Issue Description
Default field mapping
Change ID
Label
The Change ID is included as a part of the Summary.
Customer First and Last Name
Map these fields to the Jira fields that map to users registered in Remedy ITSM. If you do not have fields in Jira that map to Remedy ITSM users, you can add a transformation or set predetermined values.
Status
Set the value of the field for creating a change request using one of the following options: - Set a predetermined value - Add a transformation to set from a value in Jira - Leave it blank to use the Remedy ITSM status.
Urgency and Impact
Priority
The default transformation sets the value in Remedy ITSM with the priority from Jira. You can change this transformation.
Risk Level
By default, this value is set to Level 3. You can set this to appropriate value based on the data in the issue.
Class
By default, this value is set to Normal. You can set this to the appropriate value based on data in the issue.
Change Type
By default, this value is set to Change. You can set this to the appropriate value based on your business requirements.
Vendor
Select the vendor name tied to this flow. If you are integrating with multiple instances of Jira, this value should be set to the vendor mapping defined for that instance of Jira.
Vendor Ticket ID
Issue Key
Default field mapping
Vendor Ticket Properties
These properties are used by BMC Helix Multi-Cloud Service Management to display the Jira data in BMC Remedy with Smart IT.
Create DevOps Change flow
- Trigger
You need to set a trigger condition for this flow to determine which change requests should be sent to Jira. For example, you can use the following triggers:- Categorization fields
- Assignment of the change
- Add a custom field as per your requirement
Note
The Create DevOps Change flow is used to send change requests to different instances of Jira and different DevOps vendors like Agile Central. Use the Technology Service mapping to determine the instance and vendor that the change should be sent to. This mapping is usually based on a value in the change request, and is done in the flow.
Field Mapping
The following values are mapped out-of-the-box:Remedy ITSM field
Jira field
Description
Project
In the Vendor Field Mapping of the Map Vendor definition, the value of Jira project is set under fields.project.name . By default, project is set to MultiCloud .
You should change this value to the appropriate project name. If you have a corresponding field in Remedy ITSM for the project name:
- Change the project field type to dynamic.
- Select the Field ID on the BMC Helix Multi-Cloud Service Management record definition of the field that stores the Remedy ITSM project value.
- Define the mapping from the Remedy ITSM value to the Jira value. You can add the transformations to select the appropriate project based on the value received from Remedy ITSM.
Priority
Priority
The Vendor Field Mapping section in the Map Vendor definition defines the transformation from the Remedy ITSM priority field to the Jira priority field. Update the mapping in the flow to update the value transformation from Remedy ITSM to Jira.
Summary
Issue Summary
The Change ID is included as a part of the Summary.
Categorization Tier 3
Issue Type
In the Vendor Field Mapping of the Map Vendor definition, the value of Issue Type is set under field.issuetype.name for the instance of Jira you are integrating with.
Jira provides several issue types out of the box and also enables users to create their own custom issue types. There are various options to indicate which issue type should be created.
The example template uses the Categorization field to decide the issue type. Using the third tier of the change request categorization, we indicate which issue type to create in Jira.
You can use other fields or transformations to create issue types in Jira. However, the value passed to the Issue Type must match the name of the issue.
Description
Issue Description
Default field mapping
Change ID
Label
The Change ID is included in the Summary and also added as a label on the issue.
Create DevOps Incident flow
- Trigger
You need to set a trigger condition for this flow to determine which Incidents should be sent to Jira. For example, you can use the following triggers:- Operational or Product Categorization fields in Remedy ITSM
- Assignment of the incident
Add a custom field as per your requirement.
Note
The Create DevOps Incident flow can be used to send incidents to different instance of Jira as well as to different DevOps vendors like Agile Central. Use the Technology Service mapping to determine the instance and vendor the incident should be sent to. Usually the mapping is based on a value on the incident, and is defined in the flow.
Field Mapping
The following values are mapped out-of-the-box:
Remedy ITSM field
Jira field
Additional information
Project
In the Vendor Field Mapping of the Map Vendor definition, the value of Jira project is set under fields.project.name . By default, project is set to MultiCloud.
You should change this value to the appropriate project name. If you have a corresponding field in Remedy ITSM for the project name:
- Change the project field type to dynamic.
- Select the Field ID on the BMC Helix Multi-Cloud Service Management record definition of the field that stores the Remedy ITSM project value.
- Define the mapping from the Remedy ITSM value to the Jira value. You can add the transformations to select the appropriate project based on the value received from Remedy ITSM.
Priority
Priority
Default field mapping
Summary
Issue Summary
The Incident ID is included as a part of the Summary.
Resolution Category Tier 3
Issue Type
In the Vendor Field Mapping of the Map Vendor definition, the value of Issue Type is set under field.issuetype.name for the instance of Jira you are integrating with.Jira provides several issue types out of the box and also enables users to create their own custom issue types. There are various options to indicate which issue type should be created.
The example template uses the Categorization field to decide the issue type. Using the third tier of the incident request categorization, we indicate which issue type to create in Jira.
You can use other fields or transformations to define this. However, the value passed to the Issue Type must match the name of the issue.
Description
Description
Default field mapping
Incident ID
Label
The Incident ID is included in the Summary and also added as a label on the issue.
Create DevOps Problem flow
- Trigger
You need to set a trigger condition for this flow to determine which Problems should be sent to Jira. For example, you can use the following triggers:- Operational or Product Categorization fields in Remedy ITSM
- Assignment of the problem
- Add a custom field as per your requirement.
Field Mapping
The following values are mapped out-of-the-box:Remedy ITSM field
Jira field
Description
Project
In the Vendor Field Mapping of the Map Vendor definition, the value of Jira project is set under fields.project.name . By default, project is set to MultiCloud.
You should change this value to the appropriate project name. If you have a corresponding field in Remedy ITSM for the project name:
- Change the project field type to dynamic.
- Select the Field ID on the BMC Helix Multi-Cloud Service Management record definition of the field that stores the Remedy ITSM project value.
- Define the mapping from the Remedy ITSM value to the Jira value. You can add the transformations to select the appropriate project based on the value received from Remedy ITSM.
Priority
Priority
Default field mapping
Summary
Issue Summary
The Problem ID is included as a part of the Summary.
Category Tier 3
Issue Type
In the Vendor Field Mapping of the Map Vendor definition, the value of Issue Type is set under field.issuetype.name for the instance of Jira you are integrating with.Jira provides several issue types out of the box and also enables users to create their own custom issue types. There are various options to indicate which issue type should be created.
The example template uses the Categorization field to decide the issue type. Using the third tier of the problem request categorization, we indicate which issue type to create in Jira.
You can use other fields or transformations to define this. However, the value passed to the Issue Type must match the name of the issue.
Description
Description
Default field mapping
Problem ID
Label
The Problem ID is included in the Summary and also added as a label on the issue.
Create DevOps Work Order flow
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Create Change Activity Note flow
Create Incident Activity Note flow
Create Problem Activity Note with Author flow
Trigger
Field
Value
Broker Vendor Name
is not empty
Field Mapping
Do not change the following out-of-the-box field mappings.
Field
Value
post_type
comment#vendor
ticketNumber
Problem ticket
Attachment Object 1.name
Attachment 1 filename
Attachment Object 1.content
Attachment 1
Attachment Object 2.name
Attachment 2 filename
Attachment Object 2.content
Attachment 2
Attachment Object 3.name
Attachment 3 filename
Attachment Object 3.content
Attachment 3
Note
You can change the out-of-the-box field mapping for the text field. Default value is set to Notes.
However, BMC recommends that you retain the existing mapping.
Create Work Order Activity Note flow
Do not change the following out-of-the-box field mappings.
Create Change Activity Note with Author flow (Remedy 9.1.06 or later)
Create Incident Activity Note with Author flow (Remedy 9.1.06 or later)
Trigger
Field
Value
Shared with Vendor
True
Field Mapping
Do not change the following out-of-the-box field mappings.
Field
Value
post_type
comment#vendor
ticketNumber
Incident Number
Author
Full name
Attachment Object 1.name
Attachment 1 filename
Attachment Object 1.content
Attachment 1
Attachment Object 2.name
Attachment 2 filename
Attachment Object 2.content
Attachment 2
Attachment Object 3.name
Attachment 3 filename
Attachment Object 3.content
Attachment 3
Note
You can change the out-of-the-box field mapping for the text field. Default value is set to Notes.
However, BMC recommends that you retain the existing mapping.
By default, the Create Incident Activity Note flow is used. Instead of the default flow, if you want to use the Create Incident Activity Note with Author flow, you must make changes to the flow.
For more information about using the flow, see Updating flows.
Create Work Order Activity Note with Author flow (Remedy 9.1.07 or later)
Trigger
Field
Value
Broker Vendor Name
is not empty
Is New Workorder Work Log_People
is true
Field Mapping
Do not change the following out-of-the-box field mappings.Field
Value
post_type
comment#vendor
ticket_type
workorder
ticketNumber
Work Order ID
vendorTicketId
Broker Vendor Ticket ID
Author
Full name
Attachment Object 1.name
Attachment 1 filename
Attachment Object 1.content
Attachment 1
Attachment Object 2.name
Attachment 2 filename
Attachment Object 2.content
Attachment 2
Attachment Object 3.name
Attachment 3 filename
Attachment Object 3.content
Attachment 3
Note
You can change the out-of-the-box field mapping for the text field. Default value is set to Notes.
However, BMC recommends that you retain the existing mapping.
Sync Jira Issue flow
- Trigger
Retain the values that are available out-of-the-box.
Field mapping
Do not change the following out-of-the-box field mappings.Field
Value
Vendor
Jira
Vendor Ticket Id
Issue Key
Vendor Ticket Properties
Retain the out-of-the-box properties mapping.
Sync Jira Issue Comment flow
Trigger
Retain the values that are available out-of-the-box.
Field mapping
Do not change the following out-of-the-box field mappings.
Field
Value
text
Retain the prefix Comment Body
post_type
comment#remedy
Vendor
JIRA
Vendor Ticket Id
Issue Key
commentId
Comment ID
Attachment Object 1
Attachment Object 1
Attachment Object 2
Attachment Object 2
Attachment Object 3
Attachment Object 3
List of connector targets for integration with Jira
To sync data, such as a brokered incident from Jira to Remedy ITSM, after the data has come in to BMC Helix Multi-Cloud Service Management, you must configure the MCSM Remedy ITSM connector target and set it in the Connector Process Remedy ITSM. To send data from Remedy ITSM to Jira, after the data has come into BMC Helix Multi-Cloud Service Management, you must configure the MCSM JIRA connector target and set it in the Connector Process JIRA.
MCSM Remedy ITSM connector target
For the MCSM Remedy ITSM connector target, define the connection configuration and profile required by the connector process.
MCSM JIRA connector target
For the Connector Targets, define the connection configuration and profile required by the connector process in BMC Helix Platform.
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