Configuring › Set CA Service Catalog Configuration Options

Set CA Service Catalog Configuration Options

You configure CA Service Catalog to customize settings for request management, access control, request emails, and so forth. These settings specify how the Catalog system processes requests in your organization.

Follow these steps:

1. Click Catalog, Configuration.

   The Configuration page appears. On the left, in the Menu under the main menu, the Options column lists the links for each category (subset) of options.

2. Do one of the following:
   • To manage configuration options for a different business unit, change the business unit before performing the next step
   • To manage configuration options for the current business unit, go directly to the next step
3. Click the link for the category of options that you want to update, one of the following:
   • Catalog configuration
   • Request management configuration
   • System configuration

   The options appear for the category that you clicked.

4. View the options for the category, and click the Modify icon (by default, a pencil) for the option that you want to update.

   The Edit Configuration dialog appears.

5. Update the setting as required and click Update Configuration to save your update.
6. Repeat the previous steps for each CA Service Catalog configuration option that you want to update.

You have set the CA Service Catalog configuration options. These settings apply to the children of the business unit that you updated, according to the inheritance of configuration settings through the business unit hierarchy.

Important! With one exception, CA Service Catalog sends emails in HTML format only. Therefore, to receive legible emails from CA Service Catalog, recipients must configure their email software, such as Microsoft Outlook, to accept emails in HTML format. Otherwise, emails from CA Service Catalog display indecipherable messages ("junk" characters) when opened. To help ensure that their end users can receive intelligible emails from CA Service Catalog, administrators must inform their end users of this requirement. If necessary, administrators must help them configure their email settings. The one exception to this HTML-only rule is invoice history. You can choose to view and email invoice history in HTML, CSV, or XML format. The HTML-only rule applies to all other invoice-related areas of CA Service Catalog, including invoice generation.