Steps to Implement the OOTB IT Portal

Complete the following steps to implement the OOTB IT Portal Site:

1. Review the OOTB IT Portal Site. Understand the OOTB Site Items (Dashboards, the Service Catalog, the Discussion Board, the Document Repository, etc.) and the OOTB properties (header/footer, menu bar, etc.).
2. Configure required Portal settings:
   1. Configure the Portal URL.
   2. Set the default domain in CSM Administrator.
   3. Create Portal login credentials (for a Customer). Typically, this is done as part of the Security setup.
      Note: CSM provides other default settings (example: Anonymous login, password enforcements rules, etc.); you can change these, if needed, but it is not required.
      Note: If you want to use internal credentials on a default domain, you must type CHERWELL\ in front of the username (example: CHERWELL\Bob) in order to log in.
3. (Optional) Explore Portal Site design ideas.