Define Display Properties for a Site

Use the Display Properties page to specify startup site items, login options, search capabilities, browser tab images, and custom documentation. The Display page can also be used to further refine the site's appearance and Theme.

Define General Appearance Properties

To define appearance properties for a site:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
In the Appearance section, define the following:
1. From the Theme drop-down list, select a theme to define sets of colors, styles, and fonts for the site.
2. From the Use Background drop-down list, select a color to define the site's background color. For best results, use Form Theme as the background color.
3. Select the Show Site Selector on application bar check box to display the Site Selector drop-down list on the Portal Application Bar.
4. From the Keep menu visible when scrolling drop-down list, choose to keep the site menu bar visible or hidden to when user's scroll. You can also choose to keep the menu bar visible for mobile devices only.
Select Save.

Define Browser Tab Properties

To add a custom image to your site's browser tab:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
Select the Use Favicon check box.
Select the ellipsis. The Image Manager opens.
Upload a new image or choose an existing image:
1. Select the New button to upload a new image (example: your company logo).
  Note: Favicon images have a size limit of 512K. An error message appears if the uploaded image is too large.
2. Select an existing image from the Image Manager. The name of the selected image populates the Favicon field.
Select Save to close the Site Properties page.

Define Site Startup and Login Options

Define items that appear on site startup, as well as items that appear after a user has logged in.

The options you set on the Display page apply to the site's default language. You can customize startup and login actions for each site language.

To define startup options:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
In the Startup section, define the following:
1. Select the ellipsis to the right of the Show on startup to select a Site Item to display when a user initially accesses the site. Site items include widgets, dashboards, reports, HTML pages, or saved searches.
2. Select the Show on login check box to display a different site item when users log in. Then, select the ellipsis to select a site item.
3. From the View drop-down list, select the view to control the behavior and appearance of Business Objects within the site. Options include:
  - Role-based: Based on the default role associated with the user's security group. Different users see different Business Object Forms based on security.
  - Portal Default: Provides the default Portal view for Business Objects within the site.
  - Portal Secondary: A view option for smaller, secondary sites that may supplement or support your main site.
  - Default: The default site view is not recommended because it also displays technician forms, which are not relevant for site users.
Select Save.

Define Login Options

Customize what users see on when they log in to the Portal site.

To define login options:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
Select the Login Options button.
In the Text to display on login dialog box, provide a custom message for users when they log in to the site.
Select the Show privacy link in login dialog check box to display a link to a privacy statement, then provide text for the link and the URL to the privacy document.
Select the Custom avatar image button to open the Image Manager, then select default images to display for a non-logged-in customer and a customer without an assigned avatar.
Select the Redirect User on Logout check box to automatically redirect customers to a specified URL when they log out of the Portal. Then, provide the URL or select the Browse button and select a website where customers will be redirected after logging out of the Portal.
Select Save.

Define Search Control Options

The options you set on the Display page apply to the site's default language. You can customize the search control for each site language.

To customize search control options:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
In the Search area, select one of the following options:
1. Use default: Select this option to use the search control options that are based on the list of Associated Business Objects from the General page.
2. Use search widget: Select this option to use a custom search widget. Select the ellipsis to open the Widget Manager, and then select a widget.
3. No search: Select this option to omit searching from this site by removing the search control. You can still create search widgets and place them on dashboards to allow for target searching.
Select the Require login before showing search results (excluding dashboards) check box to require a user to login before performing a search. If a search is performed without requiring the user to login, the search results are based on security rights of the Anonymous Security Group.
Select Save.

Disable or Enable Custom Portal Documentation

By default, the CSM Portal links users to the default Cherwell online documentation system. Due to the highly configurable nature of the CSM Portal, a customer may choose to disable this feature or link to a custom online documentation system.

To disable default CSM Portal documentation:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
Clear the Show help button check box to remove the default help button from the CSM Portal.
Select Save.

To enable custom CSM Portal documentation:

In CSM Administrator, select Site Manager to open your CSM Portal site in the Site Editor.
Select Edit. The Site Properties page opens.
Select the Display page.
Select the Use custom URL option.
Provide an alternate URL in the Help URL field (example: a link to an internal documentation system or training documents). This URL replaces the default Cherwell online documentation system URL.
Important: The URL must be a full URL (example: https://www.sample.com) and not a partial URL (example: sample.com).
Select Save.