Caution: To avoid the distribution of outdated documentation, you must update
the documentation files in the Document Management system when updates are
available. The documentation files are not installed with the Server software
updates.
Table 13-4
Step
Action
Step 1
(Optional) Create a new
documents category.
Step 2
(Optional) Set
permissions on the
category.
Step 3
Add one or more
documentation files to
the category.
Step 4
(Optional) Set
permissions on the
documents.
Step 5
Add a category browser
Web part to a portal
page that the target
users can access.
Step 6
(Optional) Edit the Web
part.
Adding the ServiceDesk documentation to Document Management
Process for adding the ServiceDesk documentation to Document
Management
Description
You can dedicate an entire category to the documentation. For example,
you might name the category ServiceDesk Documentation.
Alternatively, you can add the documentation files to an existing category.
You can set permissions at the category level if all the documents in that
category are intended for the same users.
Alternatively, you can set permissions on the individual documents.
Add the documentation files from their download location.
If the category contains multiple documents for different types of users,
you can set permissions on the individual documents. For example, you
can set permissions on the ServiceDesk Implementation Guide so that only
administrators can view it.
We recommend that you do not allow anyone to edit the documentation
files.
The category browser Web part displays the document categories and lets
the user select the category and view the documents in that category.
The CategoryBrowserWebPart option is in the Catalog Zone pop-up under
the Documents section.
You can edit the Web part as needed.
For example, you might change the title of the Web part to ServiceDesk
Documentation. The Title option is in the Editor Zone pop-up under the
Appearance section.
Distributing the ServiceDesk documentation
163
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