Implement a Portal
Use these steps to implement the OOTB IT Portal Site.
Complete the following steps to implement the OOTB IT Portal Site:
- Review the OOTB IT Portal Site. Understand the OOTB Site Items (Dashboards, the Service Catalog, the Discussion Board, the Document Repository) and the OOTB properties (header/footer, menu bar).
- Configure required Portal settings:
- Configure the Portal URL.
- Set the default domain in CSM Administrator.
- 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 enforcement rules); you can change these, if needed, but it is not required.
- (Optional) Explore ideas for Portal Site design. For more information, see Portal Site design ideas.
- (Optional) See ideas for creating a custom Portal. For more information, see Create a custom Portal.