A service is a product, application or something you want to make available to your clients. Catalog services allow you to bundle service option groups together as a single service.
To add a new service
Note: To add a service below a folder, click the plus sign icon on the folder row below which you would like to add the service.
A Service Details dialog box opens.
Select Service.
Note: To create a service folder, see Add a New Service Folder.
Specifies the name of the service you are defining. This field is required and must be unique within a business unit.
Displays the date the folder was created. This is a display-only field.
Displays the date the service is available to be subscribed to or requested. This field defaults to the current date.
Displays the date the service is no longer available to be subscribed to or requested.
Displays the date on which all accounts with subscriptions to or requests for this service will have the subscription or request status set to Cancelled.
Determines how many times an account or user is allowed to subscribe to or request the service: Not Selectable (no times), Can Select Once (one time only) or Can Select Many Times (more than one time).
Determines the approval process to be used for the service when the service is included in a submitted request: System approval process, Workflow driven approval process or No approval. The Approval Process does not apply to subscriptions.
In policy driven request management, you specify conditions in policies, based on the attributes of service options, services, requested items, users, and so forth. If a policy is active and a submitted request meets the condition in the policy, the users (assignees) named in the policy receive a request pending action to approve, reject, or fulfill a service option, service, or request. If a policy does not apply to a request, the Catalog system uses the approval process configured for the business unit in which the request was created, typically the workflow driven approval process.
Determines the approver Authorization Level required for the service: Level 0, Level 10, Level 20, etc.
Determines the status of the request items in the service once the service is fully approved, for Approval Process values System approval process or No approval: Fulfilled or Pending Fulfillment. Using Pending Fulfillment allows for additional fulfillment business processes to be followed by using CA Workflow process definitions which assign appropriate tasks needed to fulfill the requested item.
Displays the service version number, including minor number, if applicable. Note that the major version number values from 0 to 999 are reserved. The value entered must be of the form x.y where x is 1000 or greater and the optional ".y" value can be any number.
Specifies the text value to represent the product code, subscription code, SKU # or any other applicable value.
Allows you to arrange the service's service option groups to display by Name, Selection Type, Code, Date Created or Custom - use Sort Number (meaning use the Sort Number field in the service option group details). The value of None provides no specific sort order.
Allows you to arrange the service's service option groups to display in ascending or descending order.
Allows you to specify a value for this service to indicate how it must be sorted when its parent folder uses a Sort Children By setting of Custom - use Sort Number.
Displays the Service description in the catalog for users.
Links to a website, if applicable.
Allows you to assign an image to a service.
Click Browse to select the image from the %USM_HOME%\filestore\images\offerings folder.
Note: The recommended size for an image is no larger than 48 x 48 pixels. However, the size of an image for a featured service is fixed at 32 x 32 pixels, meaning that the image is reduced or enlarged to 32 x 32 pixels, regardless of its original size. Therefore, if you are planning to make this service a featured service, ensure that the image you select is legible when viewed at 32 x 32 pixels. For more information about featured services, see Set Featured Services. Additionally, if you add images to several services in the same folder, ensure that the sizes of the images are compatible, so that they blend together to form a balanced layout and align with the Featured Item header.
The ACL Settings Dialog window appears, allowing you to grant access to this service by role.
The service is added to the catalog
Note: A service must be defined by associating one or more service option groups to the service before it can be subscribed to or requested.
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