Create a Custom Portal

CSM is shipped with an Out-of-the-Box (OOTB) IT Portal Site, complete with Portal-specific Forms, Dashboards, etc. We recommend starting with this design, and then tailor it. However, Users can create a Portal from scratch, if needed.

To create a custom Portal:

1. Design the Portal (Site items, navigation, security, etc.)
2. Create the Site Items to include on each Site. Users can include the following:
   • Business Objects/records
   • Actions
   • Action Catalogs
   • Dashboards and Widgets
   • Document Repositories
   • HTML Pages
   • Reports
   • Search Groups
   • Searching (rich searching, combined searches and results)

     Note: For more information about how to create each item, see their perspective documentation.

3. Run the Site Wizard to create one or more cursory Sites: Create cursory layout and characteristics for the Site (title, Business Object associations, display, and Document Repository association).
4. Refine/edit Sites using the Site Editor and Site Properties window: Refine the way the Site/Site Items look and behave.
5. Configure the Portal (settings, login credentials, password enforcement rules, etc.).