Adding catalog profile details to a service

A BMC Helix Digital Workplace Catalog administrator must add catalog profile details to a service to make the service available for publishing. Catalog profile details include information about the service that is visible to the end user.

Before you begin

Before adding details to a service, ensure that the necessary service category has been created. For more information about creating categories, see Adding and updating service categories.

To add catalog profile details to a service

1. In BMC Helix Digital Workplace Catalog, go to Services > Services, and search for a service that you want to update.

2. Select Actions > Open.
   The Service Options pane is displayed.

3. Click Edit next to the Catalog Profile.

4. Complete the required details described in the following table:

   Field	Required?	Guideline for use
   Service Logo	Required (for all templates, except built-in IT Request)	Upload a square image. Several image file formats are supported (refer to the application tool tip). The image will be converted to a PNG file for use in the catalog preview. Best practice We recommend that the image be 512 x 512 pixels.
   Service Excerpt		Specify up to 105 characters to be displayed on the service tile. Longer excerpts will be shortened to include the last complete word before the 105th character mark, including spaces.
   Service Description		There is always one description field in every service template.  Rich text supported Important Many service type template fields support a rich text editor that enables basic character formatting, bullet and numbered lists, and links to web URLs. While the text fields may support pasting text copied from a web page, the results might not be desirable.
   Upload Media	Optional (fields vary depending on the specific template used)	Attach media to be displayed in the preview carousel. Upload up to five images (1146 x 338 pixels or scaled proportionately) in any of the file formats specified in the application tool tip. The image is converted to .png format for storage and viewing in the catalog profile preview. Include up to two YouTube video URLs in the format: https://youtube.com/watch?v={video_id} Short links that begin with youtu.be are not supported.
   Categories		Assign Categories and Subcategories up to three levels deep. The categories shown may be a short list of visible categories selected in the template.
   Tags		Enter free-form Tags that will help the user find the service using the search filters. Best practice: Use a consistent tagging scheme for your organization.
   File resources and links		Attach any files or add URLs that can help the user work with the service.
   Fulfillment		Select Internal Workflow (default) or External Link. The external method directs the user to a specific website URL where users will complete the fulfillment outside of the system. The external method is designed for use with third-party systems like airline and hotel reservations, event registration, and legacy information systems. Services fulfilled via an External URL do not appear in BMC Helix Digital Workplace Catalog reports. However, the click-through to the external URL is tracked.

5. Click Save.
   
   

Where to go from here

Workflows for service fulfillment