Define General Properties for a Site

Use a Site's General Properties page to define the:

  • Basic properties: Title, Name, and Description.
  • Access options: Login requirements and Record ownership.
  • Business Object/record association: Which Business Objects/records the Customers can interact with.
  • Document Repository association: Document Repository to include on the Site.
    Note: Some of these properties were initially set when you created the Site using the Site Wizard.

To define General properties for a Site:

  1. Open a Site in the Site Editor.

    The Site Editor opens and displays a preview of the Site. The Site Properties window opens within the Site Editor and displays the Site's current properties.

  2. Click the General page.

    Site Properties Window General Page

  3. Edit/refine the basic properties for the Site:
    1. Title: Provide a title to display in the Portal UI. This was initially defined in the Site Wizard but you can change it if needed.

      Note: The Banner title was also initially auto-filled with the title from the Wizard but it can be changed as well; the Banner title can also be different than the Site title.

    2. Description: Provide a description to display in the Portal UI. This was initially defined in the Site Wizard but you can change it if needed.
  4. Define access options for the Site:
    1. Show in Site Selectors: Select this check box to include the Site in the Site Selector drop-down (on the Site Application Bar in the Portal Main Page).
    2. Require login for access to site: Select this check box to require Customers to log in with credentials to access the Site.

      Note: If Customers are not required to log in, they will be able to anonymously view data, but certain operations (ex: edit a specific Business Object record) will require the Customer to log in. A license is consumed when a Customer logs in.

    3. Acquire a license at login (so editing other user's records will not require a prompt): Select this check box to acquire a license for the Customer upon login.
    4. Acquire a license on edit (suppress prompt): Select this check box to acquire a license for the Customer upon editing another Customer's record while suppressing the prompt to acquire the license.

      Note: When checked, a license is consumed at login and the Customer will not be prompted to acquire a license when attempting to edit another Customer's records. Non-owners must also have rights for the particular Business Object they are trying to edit. For more information, refer to Record Ownership in the Security documentation.

      Tip: This would generally be used when creating a Site where the most common operations are related to editing other Customer's records (such as a Site targeted at managers).

  5. Select the Business Objects/records to include on the Site (Associated Business Objects area).
    Note: These are the Business Objects with which you want your Customers to interact (ex: If you want Customers to be able to view or create Incident records, select the Incident Business Object). The Business Objects listed here are the Business Objects associated with the Site; however, it is possible to add Actions related to other Business Objects.
  6. 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 item, which includes some OOTB Business Object Actions. For example, if you add Incident to the Site 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 bar properties.
    1. Add button: Click to include Business Objects/records on the Site (clicking Add displays a list of Business Objects; click a Business Object to add it to the list).

      Tip: Use the up/down arrows Arrow Up Black Arrow Down Black to indicate the relative importance of a Business Object on the Site (it does not reorder the items on the Site menu bar). Click the Remove button to remove a selected Business Object from the Site.

  7. Select the Document Repository to include on the Site:
    1. Associate an existing document repository: Click to select an existing Document Repository for the Site. Click the Ellipses button Ellipses Button to launch the Document Repository Manager, and then select an existing Document Repository or create a new Document Repository.

      Tip: To add an additional repository, add an Action to display another Document Repository to the Site menu bar.

  8. Click OK.

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