BMC Helix Remedyforce Integration

BMC Helix Remedyforce integration requires a user setup in Salesforce Lightning Platform and subscription to BMC Helix Remedyforce app. FlexDeploy uses OAuth to integrate with the Lightining Platform to create Change or Incident in BMC Helix Remedyforce application.

Preparing for Freshservice Integration with FlexDeploy

Create the connected app.

  1. Log into https://<domainname>.lightning.force.com.

  2. Click the setup icon and click Setup

  3. Once the Setup screen is open in a new window, click App Manager as shown below.

  4. To create a new Connect App, Click New Connected App on the right top coner (Ex Here we created FlexBMTHelix for reference). From Connect App screen, you should get the Client Id and Client Secrete Id to setup the BMC instance in Topology.

Generating the security token. The BMC Helix Remedyforce user id should use the password along with the security token to integrate with the Salesforce Lightining Platform. To get the security token follow the below step

  1. From the home screen, click the Profile icon and Setting

  2. Use the Reset My Security Token Link in the navigation menu to receive the security token. When you create the BMC Helix instance in Topology, when you enter the password for the userid you need to enter <password><securitytoken>. (Ex if password is ex1234 and security token is E0aO1l43VKm, then in the password you should enter it as ex1234E0aO1l43VKm)



Category Id

Now setup an instance for BMC Helix Remedyforce in FlexDeploy and you are all set to integrate.

Create Issue Tracking Instance

Property Name

Property Code

Required

Description

Property Name

Property Code

Required

Description

BMC Helix Remedyforce URL

FDBMCHR_URL

Yes

BMC Helix Remedyforce Instance URL (https://<instance_name>.http://salesforce.com )

BMC Helix Remedyforce User Name

FDBMCHR_USER_NAME

Yes

BMC Helix User Name

BMC Helix Remedyforce Password

FDBMCHR_PASSWORD

Yes

BMC Helix Remedyforce Password

Note that encrypted properties are stored in Credential Store (Local or External) and can be configured using Edit button next to credential name drop down. Alternatively, you can reuse single credential for multiple properties also, in which case you should name that credential appropriately.

Client Id

FDBMCHR_CLIENT_ID

Yes

Connected App Client Id

Client Secret

FDBMCHR_CLIENT_SECRET_ID

Yes

BMC Helix Remedyforce Client Secret

Approved Check Script

FDBMCHR_APPROVED_SCRIPT

No

A Groovy expressions which determines whether a task for the change ticket is approved or not.  The expression must return a boolean, and has access to the following variables:

  • TICKET - an object with fields (JSON) contained in the change ticket, as returned by the BMC Remedyforce REST API.  Fields are referenced as TICKET.<field name>.<sub-field name>

  • FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.

If you want to see values that can be used, enable FINEST log level for flexagon.fd.model.integration.cms.CMSScript using Admin Operations.

Rejected Check Script

FDBMCHR_REJECTED_SCRIPT

No

A Groovy expressions which determines whether a task for a change ticket is rejected or not.  The expression must return a boolean, and as has access to the following variables:

  • TICKET - an object with fields (JSON) contained in the change ticket, as returned by the BMC Remedyforce REST API.  Fields are referenced as TICKET.<field name>.<sub-field name>

  • FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.

Additional Info Script

FDBMCHR_ADDITIONAL_INFO_SCRIPT

No

A Groovy expression which determines additional information to add to an external approval when it is approved or rejected.  The expression must return a Map<String, String> and have an entry with the key of "notes" for the value to get added to external approval as a task note. Script has access to the following variables:

  • TICKET - an object with fields (JSON) contained in the change ticket, as returned by the ServiceNow REST API.  Fields are referenced as TICKET.<field name>.<sub-field name>

  • FD_ENVIRONMENT_CODE - The environment for a particular deployment request or associated pipeline stage.

Don't poll

FDBMCHR_DONT_POLL

No

Disable automatic polling (every minute) of BMC Helix tickets for status changes. Check if using REST API to communicate status changes to FlexDeploy.

Specified Object URL

FDBMCHR_SOBJECT_URL

Yes

Object Name URL (/services/data/vXX.X/sobjects/{OBJECT_NAME})

Category Id

FDBMCHR_INCIDENT_CATEGORY_ID

Yes

Category FK Id (e.g a216g0000005NvDAAU)

BMC Remedyforce Available TICKET Variables

Within the script properties on the BMC Remedyforce Instance. The following values are available to you via the TICKET object to use in your script logic. For example, TICKET.BMCServiceDesk__Change_Description__c would return the description of the BMC change.

Field Code

Display Name

Description

Data Type

Required

Field Code

Display Name

Description

Data Type

Required

BMCServiceDesk__Change_Description__c

Change Description

A description for the change ticket

String

No

BMCServiceDesk__Reason_for_Change_Details__c

Change Details

 

 

 

Configure Folder for Change Management Approvals

Configure BMC Remedyforce Change Management Instance on your parent folder. Change management configurations are inherited by sub-folder and projects. This configuration will allow you to integrate BMC Remedyforce tickets with your FlexDeploy deployment. See Configure Change Management on Folders for more details.

Linking Jira ITSM with FlexDeploy Deployments

If Auto Create Ticket, is not enabled, then user must specific the change ticket number on the deployment request. See Link Change Ticket(s) with Deployments . Otherwise, Change Ticket field will be required in the deployment request form. When change ticket number is passed the ticket number is validated on the external application.

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