This documentation supports the 20.02 version of BMC Helix Multi-Cloud Service Management.

Remedyforce integration reference


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:

    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.
    Click reauthenticate.PNGto 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
    .


Remedyforce connector
  • Configuration
    • If you are integrating with an on-premises instance of Remedy ITSM, enter values for the following fields:

      Field

      Value

      Name

      Enter a name for the connector configuration

      Description

      Enter a description for the connector configuration

      Site

      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.

      Number of instances

      Use the default value

      Type


    • 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
  • 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 from Remedyforce flow
  • Trigger

    Field

    Value

    External Ticket Ref#

    not matches-INC

    Type

    equals-Incident

  • Field Mapping

    The following values are mapped out-of-the-box:

    Field

    Value

    Summary

    Category

    Priority

    Priority

    Description

    Description

    Status

    Status

    Urgency

    Urgency

    Impact

    Impact

    Incident Type

    User Service Restoration

    Reported Source

    Other

    Vendor Ticket Id

    Incident #

    Vendor Ticket Properties

    Retain the out-of-the-box mapping

    Webhook Condition Parameter

    Remedy

    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

    Field

    Value

    Is New

    is false

    External Ticket Ref# contains

    INC

  • Field Mapping

    The following values are mapped out-of-the-box:

    Field

    Value

    Status

    Status

    Vendor Ticket Id

    Incident #

    Vendor Ticket Properties

    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

    Field

    Value

    Action equals

    Notes

    External Ticket Ref# starts with

    INC

    Note not matches

    "Remedy user,.*, added a work note:"

  • Field Mapping

    The following values are mapped out-of-the-box:

    Field

    Value

    text

    Note

    post_type

    comment#remedy

    Author

    Staff

    vendorTicketId

    Incident #

    commentId

    Record ID

    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

    Field

    Value

    Condition is

    Retain the webhook condition

    Record Event equals

    update

    is New

    is false

    Remedy Incident Number

    is not empty

    Source ID starts with

    Select Remedyforce when using this flow from the catalog

  • Field Mapping

    Flow target 1 - Multi-Cloud connector

    Field

    Value

    Vendor

    Remedyforce

    Parent Ticket Id

    source ID

    Flow target 2 - Remedyforce connector

    Field

    Value

    Incident #

    Vendor Ticket Id

    External Ticket Ref#

    Remedy Incident Number


Multi-Cloud Worklog to Remedyforce Incident note flow
  • Trigger

    Field

    Value

    Condition is

    Retain the webhook condition

  • Field Mapping

    The following values are mapped out-of-the-box:

    Field

    Value

    Action

    Notes

    Incident #

    associatedGUID

    Note

    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

    Field

    Value

    Shared With Vendor equals

    True

  • Field Mapping

    The following values are mapped out-of-the-box:

    Field

    Value

    text

    Notes

    post_type

    comment#vendor

    ticketNumber

    Incident Number

    Attachment Object 1 > name

    Attachment 1 filename

    Attachment Object 1 > contents

    Attachment 1

    Author

    Full Name

    Webhook Condition Parameter

    Broker Vendor Name


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.

 

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