Service Catalog Settings

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Service Catalog Settings

The Service Catalog provides a way to list the services that a group or department, such as IT, provides. It includes descriptions of how to access the services, system requirements, availability, etc. This is an OPTIONAL part of the Portal and can be left off if not needed.

Service Catalog Page Configuration in Portal

To configure Service Catalog page, follow below steps:

List schema configurations in the application site:

1. Create a custom list named "Catalog" in the Site. Create a single line of text field "Icon" in Catalog list.

Sample Catalog list screenshot:

Catalog list

 

2. Create a custom list named "Service Catalog" and create fields as per below table.

S.No

Field Internal Name

Field Display Name

Field Type

1.

Banner

Banner

Single line of text

2.

Catalog

Catalog

Lookup (See screenshot below)

3.

Description

Description

Multiple lines of text (Enhanced Rich Text)

4.

Included

Included

Multiple lines of text (Enhanced Rich Text)

5.

OptionalFeatures

Optional Features

Multiple lines of text (Enhanced Rich Text)

6.

Pricing

Pricing

Multiple lines of text (Enhanced Rich Text)

7.

Billing

Billing

Multiple lines of text (Enhanced Rich )Text

8.

SpecialConsiderations

Special Considerations

Multiple lines of text (Enhanced Rich )Text

9.

Request

Request

Multiple lines of text (Enhanced Rich )Text

10.

SLA

SLA

Multiple lines of text (Enhanced Rich )Text

11.

ShowAlways

ShowAlways

Yes/No

12.

Price

Price

Multiple lines of text (Enhanced Rich )Text

 

Catalog lookup field settings:

Catalog lookup column

 

Example service catalog list screenshot:

backend service catalog list

3. Service Catalog page configuration in Portal site:

After completion of List Schema, go to Portal Site Home page --> Edit Portal Settings --> Portal Pages --> Select "Service Catalog Page" and click on "New Page". Configure as below.

 Catalog page navigation

 

 New Page Configuration:

service catalog page setting in portal site

display page section in service catalog page

Top Section

Each Portal Service Page is given a Page Name. "Web" refers to the SharePoint Site. "Services List" refers to which list this page will work with.

 

Top section of catalog page

 

Search Page UI Settings

A page can have an icon or image. This needs to be a JPEG file 135px X 125px. It can be selected by using the Choose File and Upload Image buttons. Click "Hide" checkbox to not show an image or icon.

 

A Page Title is required. A Page Description can also be added (which can be set to Hide so it does not show to the Portal end users).

 

Search catalog

 

Always Show Services

What Services are shown in the "Common Services" section on the page.

 Show Panel -- determines if this panel is shown

 Header Title -- the title of this section

 Always Show Column -- which column in the list is used to set that item (Service) to show in this section on the page.

 

Always show catalog

 

Groups By Catalogs

What Services are shown in the "Catalogs" section on the page.

 Show Panel -- determines if this panel is shown

 Header Title -- the title of this section

 Group By Column -- which column in the list is used to group that item (Service) in this section on the page.

 

group by catalog tab

 

How the above maps to what is shown to user in Portal:

 

 Portal header

 

 

Portal page service catalog output

 

 

Display Page

Banner Image -- the column in Service Catalog list that determines what banner is shown on the page when the Service is displayed to the user.

Page Description -- the column in Service Catalog list that holds the description of the Service. It is shown under the banner image when the Service is displayed to the user.

Tabs - Each tab corresponds to a column in the Service Catalog list. The tab will show the content of that column for the Service Catalog item.

 

display pages in portal

 

How the above maps to what is shown to user in Portal. The below shows when a Service is clicked and displayed.

 

Output of tabs

 

Add Service Catalog to Portal menu

After creating the Service Catalog Page, add Service Catalog link to Menu Section. To do this, go to Portal Settings --> General Section --> Menu Section --> click on "New Menu" and configure Service Catalog link like below

 

 menu section for service catalog

 Add catalog page to menu item