Configuring Self Service branding

You can customize Self Service by configuring your company's logo and color scheme. If you provide services to several accounts, you can configure and assign multiple branding themes to differentiate the experience for the users of each account.

The following topics are provided:

Overview of Self Service branding

BMC Remedyforce provides out-of-the-box themes that you can assign to one or more accounts. If required, you can apply an out-of-the-box theme, replace the default images with your company logo, and specify your company URL. To meet the branding requirements of your company or the different accounts that you support, you can also create custom themes based on existing themes.

For each theme, you can configure multiple UI elements such as the banner, tiles, broadcast ticker bar, and active foreground tab. When creating a custom theme, you can use the legend to understand the location of the different UI elements in Self Service.

You can create an unlimited number of custom themes for Self Service. However, the out-of-the-box or custom themes that you assign to an account are displayed only after users log on to Self Service. The default theme is assigned to the Self Service login page for all users. If you do not assign a theme to an account, or the users do not belong to an account, the default theme is also displayed to the users after they log on to Self Service.

The following table describes a few scenarios in which you might want to create a custom theme.

To create a custom theme

To meet the branding requirements of your company or the accounts that you support, you can use custom themes. You can create a custom theme only by copying an existing theme. However, the number of custom themes that you can create for Self Service users is unlimited.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure Self Service tile, and from the menu select Branding.
3. From the User Interface Theme list, select Create New Theme.
4. In the new window that opens, perform the following actions:

   1. From the Copy From Theme list, select the existing theme based on which you want to create the custom theme.

   2. In Enter the Theme Name, specify a unique name for the custom theme.

   3. To create the custom theme, click Save Theme. 
   

5. In the new browser tab that opens, define the colors for the various elements in the Self Service UI. The default colors of the UI elements are the same as the colors in the existing theme from which you copied the custom theme.

   Note

   The default Hex color code of the Bottom Gradient Color (Active Foreground Tab and Inactive Background Tabs ) and Top Gradient Color (Tiles ) UI elements is #FFFFFF (White) and cannot be changed.

   1. From the User Interface Elements list, select the element whose color you want to change.
   2. In the Element Color area, click the text box and select the appropriate color from the picklist.
      If you know the Hex color code for the selected UI element, you can also enter that code in the text box.
   3. Click Apply.
      You can view your changes in the Preview section. The first tile in the Preview section always displays the color that is applied to the Tile On Mouse Over UI element.

   4. To save your changes to the colors in the custom theme, click  and then OK

      Tip

      When creating a custom theme, you can use the legend to understand the location of the different UI elements in Self Service. To view the location of the selected UI element in Self Service, move your mouse on the icon next to User Interface Elements. The numbers next to the element in the User Interface Elements list correspond to the numbers displayed in the legend.

For information about changing the default images that are assigned to the custom theme, see Configuring images for a theme.

For information about assigning the custom theme to one or more accounts, see To assign a theme to an account.

For information about setting the custom theme as the default theme, see To configure the default theme for Self Service users.

Configuring images for a theme

You can edit an out-of-the-box or custom theme and select images that enable you to brand your Self Service. You can also replace the images that appear on the Login page to customize its look and feel for your Self Service users. When users click the Login Page: Company Logo or Banner: Application Title image, they are redirected to the website that you have configured.

You can change the following images in Self Service:

• Login Page: Application Title -- This image appears in the upper-left section of the Login page.
• Login Page: Company Logo -- This image appears in the upper-right section of the Login page.
• Login Page: Brand Background -- This image appears in the middle section of the Login page, next to the fields that allow a Self Service client to enter their logon credentials.
• Banner: Application Title -- This image appears in the upper-left section of the Self Service home page. You can replace this image with your company's logo to customize Self Service for your users.

To configure images for a theme

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure Self Service tile, and from the menu, select Branding.
3. From the User Interface Theme list, select the theme for which you want to configure images.
4. For each image, perform one of the following actions:
   • Select Use Default to use the out-of-the-box images for the Login page.
   • Select Replace, click Browse to browse to the image location, select the required image, and click Open.
     The selected image replaces the out-of-the-box image on the Login page.
5. In the Company URL field, type the URL assigned to the company logo and the application title.
   Ensure that you include http:// or https:// at the beginning of the URL. This URL is used for all images on the Login page and the Home page. If this field is blank, the images on the Login page and the Home page are not linked to any website.
6. In the URL Tip Text field, type the text that you want to appear as a tooltip when you move your mouse over the Login page: Company Logo and the Banner: Application Title images on the Login page and Home page.
7. Click , and then click OK

To assign a theme to an account

You can assign out-of-the-box or custom themes to one or more accounts. When users who belong to an account log on to Self Service, the theme that is assigned to that account is applied to the Self Service UI.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure Self Service tile, and from the menu, select Branding.
3. From the User Interface Theme list, select the theme that you want to assign to one or more accounts.
   The box next to the User Interface Theme list displays the most prominent color in the selected theme. This color corresponds to the Broadcast Ticker Bar > Top Gradient Color element in the theme.
4. Click the Assign Theme to Accounts link.
5. In the Select Accounts for the Theme window, select the required accounts.
   You can search for a particular account by specifying the search criteria. You can use the * wildcard character to match one or more characters at the end of your search criteria, but not at the beginning or in the middle of your search criteria.
6. Click the right arrow to move the selected accounts from the Available Accounts list to the Selected Accounts list.
7. (Optional) To remove accounts that should not be assigned to the selected theme, select the accounts in the Selected Accounts list and click the left arrow to move the selected accounts from the Selected Accounts list to the Available Accounts list.
8. To save the account assignment to the selected theme, click Apply.
   The selected theme becomes the default theme and is available to Self Service users after they log on. The Self Service log on page appears in the default theme for all Self Service users.
9. In the confirmation dialog box, click OK.
10. Close the Select Accounts for the Theme window and return to the Branding tab.

To configure the default theme for Self Service users

When you configure Self Service for your clients, BMC Theme is set as the default theme for Self Service users. You can change the default theme based on your requirements. The default theme is assigned to the Self Service login page for all users. If you do not assign a theme to an account, or if users do not belong to an account, the default theme is displayed to those users after they log on to Self Service.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure Self Service tile, and from the menu, select Branding.
3. From the User Interface Theme list, select the theme that you want to configure as the default for Self Service users.
4. Select the Set as default check box and click .

To edit a custom theme

You can edit custom themes based on your requirements. If you edit a custom theme while users are logged on to Self Service, the Self Service users must refresh their browsers to view the changes.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure Self Service tile, and from the menu, select Branding.
3. From the User Interface Theme list, click Edit next to the custom theme that you want to modify.
4. In the new browser tab that opens, modify the theme name or the colors of the required UI elements.
   For information about modifying the colors of the UI elements, see step 5.
5. Click  and then click OK
   For information about changing the images that are assigned to a custom theme, see Configuring images for a theme.

To delete a custom theme

You can delete custom themes that are no longer required. Before you delete a custom theme, make sure that the theme is not assigned to any account.

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Configure Self Service tile, and from the menu, select Branding.
3. From the User Interface Theme list, click Edit next to the custom theme that you want to delete.
4. To delete the custom theme, click .