Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
---|---|---|
A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
---|---|---|
Two or more words in the same topic |
|
|
Either word in a topic |
|
|
Topics that do not contain a specific word or phrase |
|
|
Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
A combination of search types | ( ) parentheses |
|
Catalog Item Access Control
Note The administrator must manually migrate the access control configuration for each catalog item from Service Manager to Service Manager Service Portal.
Concepts
A catalog contains published catalog items for consumer fulfillment in the Service Portal.
The Organization Administrator uses the Access Control view for a catalog item to limit group access to a catalog item for consumer fulfillment.
For example, access control is granted to groups A and B at the catalog level so that all members of these groups can access all of the catalog's catalog items. To limit access to a specific catalog item by members of only group C, the Organization Administrator designates group C access at the catalog item level.
Tasks
The following tasks can be performed in the Access Control view:
- View Catalog Item Access Control
- Change Catalog Item Access Control
- Remove Catalog Item Access Control
- Publish Catalog Item - Template items or published items to new catalogs
- Remove Catalog Item - Template items only
- Unpublish Catalog Item - Published items only
View Catalog Item Access Control
- From the Launchpad, click the Catalog Items application. The Catalog Items view is displayed.
- In the Catalog Items view, click the catalog item you want to view. The Details view is displayed.
- In the Details view, click Access Control.
The list of groups that have access to the catalog item is displayed.
Change Catalog Item Access Control
This task assumes you are in the Access Control view. (See View Catalog Item Access Control for instructions.) To change who has access to a catalog item:
- In the Access Control view, click the drop-down menu in the Who has access area to view the available groups that can be granted access to the catalog item. Alternatively, you can type the beginning of the group name to display it.
-
In the drop-down menu, select the group you want to allow access to the catalog item.
Tip You can add or remove multiple groups in the drop-down menu field.
- Click Add to save your changes and grant all specified groups access to the catalog item.
The groups you granted access are displayed in the Who has access area. Only users in this group can now order the catalog item for fulfillment in the Service Portal.
Remove Catalog Item Access Control
This task assumes you are in the Access Control view. (See View Catalog Item Access Control for instructions.) To remove access from a group for a catalog item:
- In the Access Control view, click for the group from which you want to remove access. A confirmation dialog is displayed.
- Confirm removing the access.
The list of groups that have access to the catalog item is displayed.
Publish Catalog Item
Note This task is for template items only; however, catalog items can be published to more than one catalog.
This task assumes you are in the Access Control view. (See View Catalog Item Access Control for instructions.) To publish a catalog item in the Access Control view:
- Select the Template tab (top) to view the template item.
- Click Publish.
- In the Publish item to catalog dialog, select the new catalog. (Only catalogs to which the catalog item has not been published are listed.)
- To finish and save your changes, click Publish.
The catalog item is published in the specified catalog and available for fulfillment in the Service Portal.
Remove Catalog Item
Note This task is for template items only.
This task assumes you are in the Access Control view. (See View Catalog Item Access Control for instructions.) To remove a catalog item in the Access Control view:
- Select the Template tab (top) to view the template item.
- Click Remove.
- Confirm removing the catalog item.
The catalog item—template item and any published items—is removed and no longer visible.
Unpublish Catalog Item
Note This task is for published items only.
This task assumes you are in the Access Control view. (See View Catalog Item Access Control for instructions.) To unpublish a catalog item from a specific catalog in the Access Control view:
- Select the tab (top) for the catalog from which to unpublish the catalog item.
- Click Unpublish.
- Confirm unpublishing the catalog item.
The catalog item is unpublished from the Service Portal catalog and no longer available for fulfillment in the Service Portal.
Related Topics
- Catalog Item Overview – View and specify the properties for a catalog item.
- Catalog Item Form – View and specify the fields and selections used to order the catalog item.
- Catalog Item Parameter Aliases – View and manage the parameter aliases for a catalog item.
- Catalog Item Pricing – View and set the pricing for the catalog item, including the initial price and the recurring price.
- Catalog Item Gallery – View and specify an image for the catalog item that provides the user with a visual representation.
- Catalog Item Attachments – View and specify attachments for the catalog item, such as service level agreements, terms, and conditions.
- Catalog Item Approval Policy – View and control who must approve order requests for the catalog item.
- Catalog Item Service – View and manage the related support and service catalog items.
- Catalog Item Bundle Items – View and manage bundled catalog items.