Create a Site Using the Site Wizard

Use the Site Wizard to walk through the steps to create a site.

To create a site using the Site Wizard:

  1. Open the Site Manager.
  2. Select Create New, and then select Site.

    To create an external site, one that simply displays an existing website, select External Site. The External Site window opens to provide the URL and other options.

  3. Select Next.
  4. Define basic properties for the site:
    1. Specify a title for the site that displays in the banner.
      The Name and Description fields initially include text that you can refine later. The Name becomes part of the URL for referencing this site in a browser. The Description is shown in the Site Selector when customers switch between sites.
    2. Select a theme (set of fonts, colors, and options) to be used by different elements. Using a theme simplifies the cohesive look. You can change the theme at any time, which automatically updates the various elements.
      If the theme is changed, refresh the browser to view the changes.
    3. Select Banner image to launch the Image Manager, and then select an image to display on the site banner. You can select an existing image or import a new image.
  5. Select Next.
  6. Select the Business Objects/records to include on the site:

    These are the Business Objects with which you want your customers to interact. For example, if you want customers to be able to view or create Incident records, select the Incident Business Object.

    1. Select Add to include Business Objects/records on the site.

      Use the up and down arrows Arrow Up Black Arrow Down Black to order the Business Objects on the site menu bar and to indicate the relative importance of a Business Object on the Site. select Remove to remove a selected Business Object from the site.

    2. Select the Add newly associated objects to site menu check box to automatically add the associated Business Object to the site's menu bar.

    When you add a Business Object to the site's menu bar, CSM adds a Business Object menu option and some supplied Business Object Actions. For example, if you add Incident to the menu bar, CSM adds an Action to create a new Incident, as well as Actions to launch some Incident searches (My Open, Closed, and Recent Incidents). You can use these Actions, modify them, or create your own when you define the menu properties.

  7. Select Next.
  8. Select the document repository to include on the site:

    You can use multiple document repositories on a single site. Within the Site Editor, you can add an Action to display another document repository on the site menu bar.

    • Select Create new document repository named to create a new document repository for this site. Then, name the document repository (or leave the auto-generated name).
    • Select Associate an existing document repository to use an existing document repository for the site. Select the Ellipsis to open the Document Repository Manager, and then select an existing document repository or create a new document repository.
    • Select Do not associate a document repository if you do not want to use a document repository on the site.
  9. Select Next.
  10. Select a Startup Site Item from the following:
    1. Select Dashboard to display a dashboard on startup. Select the Ellipsis to open the Dashboard Manager, and then select an existing dashboard or create a new dashboard.
    2. Select Page to display an HTML page on startup. Select the Ellipsis to open the HTML Page Manager, and then select an existing HTML page (or create a new internal or external HTML page).

      The way your CSM Browser Client is accessed (via HTTPS or HTTP) affects the display of an embedded HTML page. For more information, see HTML pages good to know.

    3. Select Other to display an Action Catalog widget, a document repository, a report, or a saved search on startup. Select the item's ellipsis to open the Action Manager, and then select an existing item.
    4. Select The site requires the user to log check box to require customers to log into the site. If you do not require a login, you can specify a different Startup Item for when the customer does log in.

      A license is consumed when a customer logs in.

  11. Select Finish.