To establish integration with Remedyforce, 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 Remedyforce, sync Remedyforce 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 Remedyforce
You must configure the following connectors when setting up integration with Remedyforce. These connectors are integration points for the respective applications. For instance, to send the data from BMC Helix Multi-Cloud Service Management to Remedyforce, you must configure a flow from Multi-Cloud connector to Remedyforce 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:
| |
---|
| Select the site that you created for Remedy. |
| Enter the name of your on-premises AR System server. |
| 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.
Click
to 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:
| |
---|
| Enter a name for the connector configuration. |
| Select the appropriate site for your email server. |
| Select the type of connection for your email server. |
- Account
Add an email account to be used for sending error notifications
.
Remedyforce connector
- Configuration
If you are integrating with an on-premises instance of Remedy ITSM, enter values for the following fields:
| |
---|
| Enter a name for the connector configuration |
| Enter a description for the connector configuration |
| Select the site required to establish a connection between Remedyforce application and Integration service. You can either use the default cloud site or create your own site. |
| |
| |
- If you need to integrate with multiple instances of Remedyforce, add a Connector Configuration for each instance.
- Account
- Add the account of a Remedyforce user who can view and update Remedyforce tickets.
- If you need to integrate with multiple Remedyforce instances, add an account for each of the Remedyforce instances.
List of flows for integration with Remedyforce
You can configure the following flows when setting up integration with Remedyforce. Each flow is self descriptive, for example to create an incident in Remedy ITSM from Remedyforce, you must configure Create Incident from Remedyforce flow.
Send Error Notification flow
Field Mapping
| |
---|
| Enter the email account that will receive the error notification. |
| |
From Note: The value of this field is set to Integration Service. | |
Note
You can change the following out-of-the-box field mappings:
However, BMC recommends that you retain the existing mappings.
Create Incident from Remedyforce flow
Field Mapping
The following values are mapped out-of-the-box:
| |
---|
| |
| |
| |
| |
| |
| |
| |
| |
| |
| Retain the out-of-the-box mapping |
Webhook Condition Parameter | |
Note
In addition to the above out-of-the-box mappings, when creating this flow from the catalog, you must enter Company, Customer First Name, Customer Last Name and Vendor fields values.
Note that the priority value of a Remedy ITSM incident is automatically calculated depending upon the Impact and Urgency values in Remedy ITSM. When you broker a ticket from Remedyforce to Remedy ITSM, the priority of the brokered ticket in Remedy ITSM might not be the same as was specified in the flow mapping. For instance, when you broker an incident from Remedyforce to Remedy ITSM with priority 4, the incident that is created in Remedy ITSM will be of priority medium and not low.
Sync Remedyforce Incident flow
Trigger
| |
---|
| |
External Ticket Ref# contains | |
Field Mapping
The following values are mapped out-of-the-box:
| |
---|
| |
| |
| Retain the out-of-the-box mapping |
Note
In addition to the above out-of-the-box mappings, when creating this flow from the catalog, you must enter Vendor field value.
Sync Remedyforce Incident Notes flow
Trigger
| |
---|
| |
External Ticket Ref# starts with | |
| "Remedy user,.*, added a work note:" |
Field Mapping
The following values are mapped out-of-the-box:
Notes
In addition to the above out-of-the-box mappings, when creating this flow from the catalog, you must enter Vendor field value.
Tag Remedyforce Incident with Remedy Incident Number flow
Trigger
| |
---|
| Retain the webhook condition |
| |
| |
| |
| Select Remedyforce when using this flow from the catalog |
Field Mapping
Flow target 1 - Multi-Cloud connector
Flow target 2 - Remedyforce connector
Multi-Cloud Worklog to Remedyforce Incident note flow
Trigger
| |
---|
| Retain the webhook condition |
Field Mapping
The following values are mapped out-of-the-box:
| |
---|
| |
| |
| Remedy user, Author, added a work note: CommentText |
Create Incident Activity Note with Author flow (Remedy ITSM 9.1.06 or higher) | Create Incident Activity Note flow
Trigger
| |
---|
Shared With Vendor equals | |
Field Mapping
The following values are mapped out-of-the-box:
| |
---|
| |
| |
| |
Attachment Object 1 > name | |
Attachment Object 1 > contents | |
| |
Webhook Condition Parameter | |
List of connector targets for integration with Remedyforce
When a ticket is brokered from any vendor to Remedy ITSM, the ticket data first comes in BMC Helix Multi-Cloud Service Management before being sent to Remedy ITSM. To send the data from BMC Helix Multi-Cloud Service Management to Remedy ITSM, you must configure the MCSM Remedy ITSM connector target and set it in the Connector Process Remedy ITSM.
MCSM Remedy ITSM
For the MCSM Remedy ITSM connector target, define the connection configuration and profile required by the connector process.