Customizing the SCSM self-service portal

January 27, 2013 at 7:48 pm in Service Manager by kurtvh

Hello,

During the implementations of the SCSM environment I have run against different requirements to customize the self-service portal of System Center Service Manager. There are different ways to configure or adjust the portal to your needs. The way the portal is functioning is coded in the web-part and cannot be adjusted. This blog post provides an overview of the different ways to tweak and tune the portal.

Basic configuration via the SharePoint site settings:

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  • Configuration of the site.
  • Update site theme configuration
  • Security settings can be configured via this link –> need to be applied on parent site
  • Sample procedure van be found here.

Configuring the Service Manager web-parts

The web-parts are configurable via the Page – Edit Page link tool on the portal.

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On the upper right of the web-part you can see a drop-down and select “Edit Web Part”

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For the different items that are displayed in the web-part you can configure color, visibility and font.

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Example procedure can be found here.

Example of a portal with changed header title and color adjustments. Color adjustments are made in “Site theme” and on the web part.

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Changing the translation resource files of the portal.

If you need to change the translation of items like links or button text, there is a possibility to change the text directly in the portal localization resource files.

Note: These files can be overwritten with updates, it is always recommended to backup your configuration.

The localization resource files are located in the following folder: <drive>:\inetpub\wwwroot\System Center Service Manager Portal\ContentHost\Clientbin\ on the SharePoint server. In this folder you have a list of folders – supported languages with each its own language resource file.

An example adjustment is the link to cancel a request. On the “My Request” page you have a link from where a portal user can cancel a request. This actually resolves the request. If you want to adjust the naming of the link, you can lookup the SilverlightModule_StringResources.resx file for your language, search abit through the translations and adjust the value of your item you want to adjust.

Cancel link on My Requests page

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Configuration of the resource file (EN)

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Resolve link now on My Request page

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SharePoint experts will probably know other ways to configure and tune the Service Manager portal. The 3 configuration possibilities are out-of-the-box available and doesn’t impact your portal behavior. As you can read in this post, more or less everything on the portal can be adjusted to your needs, only how the web-parts behave is not configurable. If you need to develop a custom Silverlight module using the portal WCF service, this blog is a good starter.

Have fun configuring the Service Manager portal!

Kurt Van Hoecke

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