Configuring BMC Helix ITSM as a data source in Fusion Visual Boards

This topic contains the configuration steps once the application is deployed. 

To map BMC Helix ITSM as a data source for Fusion Visual Boards

1. After the successful installation of Fusion Visual Boards, the ITSM data source needs to be mapped to the application. These configurations should be performed by a tenant admin user.

2. Go to BMC Helix Innovation Studio Administration > Configure My Server > Connection Mappings > Data Source Select the Data Source and enter the parameters:

   
   

   Parameter	Value
   Select Application	Visual
   Connection Target	Remedy ITSM
   Connection Configuration	Remedy ITSM

3. Once the parameters are entered the above pop-up will be displayed. Even if the pop-up is not displayed the settings will be saved. 
4. To validate that the settings are saved, select the application again and check if the parameters are added.

5. Next, you need to add the Smart IT URL in Administration > Visual Board > General:

   

6. For 20.08 the URL to enter will be - https://CUSTOMER URL /helix/index.html#/  (e.g., https://petramco.oncobmc.com/helix/index.html#/) Add the same URL in Smart IT and save the changes. 

To adapt the multisource Kanban board for BMC Helix ITSM

1. To adapt the Multi-Source Kanban Board for ITSM to your environment the JSON configuration needs to be adapted. To edit it, go to the Records tab in Extension Toolbox Library and select “Kanban Multisource Config” record definition, and click on "Edit Data".

   

2. Select the record instance with the identifier "ITSM - Incident & Workorder" and click "Edit". A blade opens:

   

3. Perform the following changes in the JSONConfig field:
   1. Search the entire string "recordDefinitionName": "com.fusiongbs.visual:ITSM - Incident", in this change the Smart IT URL "link": "https://<CUSTOMER_SPECIFIC_BASE_URL>.com/smartit/app/#/incident/".
   2. Search the entire string "recordDefinitionName": "com.fusiongbs.visual:ITSM - Workorder", in this change the Smart IT URL  "link": "https://<CUSTOMER_SPECIFIC_BASE_URL>.com/smartit/app/#/workorder/" .
4. Once these URLs are changed save the view.
5. This is the end of all configuration that needs to be done for Fusion Visual Boards.

6. After all these configurations go to Workspace tab > Visual Boards > Visit Deployed Application and you will get the Kanban Board configured for Business Workflows and ITSM – Case and Workorder by default. The below screenshot shows a sample data of Incidents and Workorders:

   

7. Click on the link icon, marked with the red square:

   
   
   

8. The detailed view of the corresponding case opens in a new tab: 

   

9. By following the above steps you can configure the Fusion Visual Board for your application.

Where to go from here

Go to Using section which describes how to use the functionality of Fusion Visual Boards.