Configure the HEAT Plugin for Integration with Bomgar Remote Support
Now that you have configured HEAT Software and the Bomgar Appliance, deploy and configure the HEAT plugin. For additional information about working with the Bomgar Middleware Engine, please see the Bomgar Middleware Engine Configuration document.
- Copy the provided plugin zip file to the server hosting the Bomgar Middleware Engine.
- Extract the plugin zip file to the Plugins folder in the directory where the Bomgar Middleware Engine is installed.
- Restart the Bomgar Middleware Engine Windows service.
- From the server, launch the middleware administration tool. The default URL is http://127.0.0.1:53231.
- The HEAT Plugin shows in the list of plugins. Click the clipboard icon to add a new configuration.
The first portion of the plugin configuration provides the necessary settings for communication between the plugin and the Bomgar Appliance. The configuration sections include:
- Plugin Configuration Name: Any desired value. Because multiple configurations can be created for a single plugin, allowing different environments to be targeted, provide a descriptive name to indicate how this plugin is to be used.
- Appliance Id: This can be left as Default or can be given a custom name. This value must match the value configured on the outbound event URL in the Bomgar Appliance. If outbound events are not being used, this value is still required, but any value may be used.
- Bomgar Appliance Host Name: The hostname of the Bomgar Appliance. Do not include
https://or other URL elements.
- Bomgar Integration API OAuth Client ID: When using API accounts in Bomgar Remote Support 16.2.1 or newer, this field should contain the Client ID of the OAuth account.
- Bomgar Integration API OAuth Client Secret: When using API Accounts available in Bomgar Remote Support 16.2.1 or newer, this field should contain the client Secret of the OAuth account.
- Bomgar Integration API User Name: If using a Bomgar Remote Support version prior 16.2.1, this field should contain the username of the API service account created on the Bomgar Appliance.
- Bomgar Integration API Password: If using a Bomgar Remote Support version prior 16.2.1, this field should contain the password of the above user.
- Locale Used for Bomgar API Calls: This value directs the Bomgar Appliance to return session data in the specified language.
- Disabled: Enable or disable this plugin configuration.
- Allow Invalid Certificates: Leave unchecked unless there is a specific need to allow. If enabled, invalid SSL certificates are allowed in calls performed by the plugin. This would allow, for example, self-signed certificates. This is not recommended in production environments.
- Use Non-TLS Connections: Leave unchecked unless it is the specific goal to use non-secure connections to the Bomgar Appliance. If checked, TLS communication is disabled altogether. If non-TLS connections are allowed, HTTP access must be enabled on the Bomgar /login > Management > API Configuration page. Using non-secure connections is discouraged.
Note: When using OAuth authentication, TLS cannot be disabled.
- Outbound Events Types: Specify which events the plugin processes when received by the middleware engine. Keep in mind that any event types selected here must also be configured to be sent in Bomgar. The middleware engine receives any events configured to be sent in Bomgar but passes them off to the plugin only if the corresponding event type is selected in this section.
- Support Session End
- Customer Exit Survey is Completed
- Representative Survey is Completed
- Polling Event Types: If network constraints limit connectivity between the Bomgar Appliance and the middleware engine such that outbound events cannot be used, an alternative is to use polling. The middleware engine regularly polls the Bomgar Appliance for any sessions that have ended since the last session was processed. At this time, only the Support Session End event type is supported.
- Polling Interval: Enter only if polling is used. This determines how often the middleware engine polls the Bomgar Appliance for sessions that have ended.
- Retry Attempt Limit: Enter the number of retries that can be attempted if the plugin fails to process an event.
- Retry Outbound Event Types: Specify which outbound events the plugin retries if it fails to process the event.
- Retry Polling Event Types: Specify which polling events the plugin retries if it fails to process the event.
HEAT Software Instance
The remainder of the plugin configuration provides the necessary settings for communication between the plugin and the HEAT Software instance. The configuration settings include:
- HEAT SDK Web Services URL: The SDK Web Services URL for the HEAT instance (e.g.,
- HEAT Username: The username of the API account.
- HEAT Password: The password of the above user.
- HEAT Tenant ID: The ID of the tenant instance targeted by the integration. If unknown, you can find this by logging into the ConfigDB web interface and viewing the Tenants list. The Tenant ID is listed as the Login URL in the list and detail views.
- Enable Automatic Incident Creation on Session Start: If checked, the plugin processes support_conference_member_added events and the external key to determine whether to create a ticket within HEAT or not. The plugin attempts to create the ticket only if this setting is enabled, if the conference member joining the conference is a representative, and if the external key is a JSON string.
- Ticket Owner Info Source: By default, the integration uses the Bomgar representative's username to identify them as the owner of the newly created ticket. Optionally, it can also use the representative's public display name in various formats or ignore the representative's information altogether, instead always using the default value supplied in the JSON string configured for Ticket Default Data.
- Ticket Default Data: A JSON string containing values that can be used to prepopulate certain fields on the newly created ticket.
Save the configuration.
Test Settings and Generate HTML Content
Once the proper configuration has been entered and saved, use the tool's Test this Plugin Configuration function to verify the settings. In addition to verifying settings for both Bomgar and HEAT, the page outputs a snippet of HTML that is used in the creation of an intermediate page used for custom links. Once the settings are successful and the markup is generated, create the custom link as described below.
Create the Custom Link Page
- Create an empty text file using Notepad or another text editor and copy and paste the HTML content from generated content on the plugin test page into the file.
- Save the file as BomgarCustomLink.html.
- Log into the Bomgar /login interface and upload the file to the file store under Public Portals > File Store.
On the Bomgar Middleware Engine server, in the <install dir>\Plugins\<integration>\Templates folder, there are multiple files ending with *.hbs. These files are used by the plugin to format the textual session report and exit surveys that are added to the corresponding ticket each time a Bomgar session ends or each time a survey is submitted. The templates can be edited if desired.
Note: If changes need to be made to a template, it is a good idea to first back up the original in case the changes ever need to be reverted.
For additional information on Handlebars templates, see handlebarsjs.com.