Create a Site Using the Site Wizard

The Site Wizard helps you create a basic working Site. The Site Editor and Site Properties window help you add refinement. You can forgo refinement, if needed, or you can click Finish at any time in the Wizard and go straight to refining.

To create a Site using the Site Wizard:

  1. Open the Site Manager.
  2. Click the Create New button down arrow Create New Button with Arrow, and then select Site.
    Note: 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.

    Site Wizard

    Click Next.

    Site Wizard Name, Theme, and Banner Page

  3. Define basic properties for the Site:
    1. Title: Specify a title for the Site. This displays in the Banner.

      Note: The Name and Description initially autofill with the text. You can refine them later, if needed. The Name will become part of the URL for referencing this Site in a browser. The Description will be displayed in the Site Selector when Customers want to switch between Sites

    2. Theme:

      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.

      Note: Currently, only <Default> is available.

    3. Banner image: Click the Banner image button 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.
  4. Click Next.

    Site Wizard Associated Business Objects Page

  5. Select the Business Objects/records to include on the Site:
    Note: 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. Add button: Click to include Business Objects/records on the Site (clicking Add displays a list of Business Objects; click an object to add it to the list).

      Tip: Use the up/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. Click the Remove button to remove a selected Business Object from the Site.

    2. Add newly associated objects to site menu: Leave this check box checked to automatically add the associated Business Object to the Site's menu bar.
      Note: When you add a Business Object to the Site's menu bar, CSM adds a Business Object menu option and some Out-of-the-Box (OOTB) 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.
  6. Click Next.

    Site Wizard Document Repository Page

  7. Select the Document Repository to include on the Site:

    Tip: 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.

    • Create new document repository named: Click to create a new Document Repository for this Site. Then, name the Document Repository (or leave the auto-generated name).
    • Associate an existing document repository: Click to select an existing Document Repository for the Site. Click the Ellipses button Ellipses Button to open the Document Repository Manager, and then select an existing Document Repository or create a new Document Repository.
    • Do not associate a document repository: Select this check box to forgo using a Document Repository on the Site.

    Click Next.

    Site Wizard Startup Item Page

  8. Select a Startup Site Item from the following:
    Note: This is the Site Item that displays when a Customer initially accesses a Site.
    1. Dashboard: Click to display a Dashboard on startup. Click the Ellipses button Ellipses Button to open the Dashboard Manager, and then select an existing Dashboard or create a new Dashboard.
    2. Page: Click to display an HTML page on startup. Click the Ellipses button Ellipses Button to open the HTML Page Manager, and then select an existing HTML page or create a new internal or external HTML page.
    3. Other: Click to display an Action Catalog Widget, a Document Repository, a Report, or a Search Group) on startup. Click the item's Ellipses button Ellipses Button to open the Action Manager, and then select an existing item.
    4. The site requires the user to log: Select this 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 finally does log in.

      Note: A license is consumed when a Customer logs in.

  9. Click Finish.

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