Data Director Migration Guide

Data Director Migration Guide

Design a Home Page

Design a Home Page

Use the Layout Designer to design the
Home
page for an IDD application with business entities. In the
Home
page, add components, such as a task inbox, charts, social media feeds, and other external resources.
In some cases, you need to design the components before you can add them to the
Home
page. For more information about components and layouts, see the
Multidomain MDM Provisioning Tool Guide
.
  1. In the Provisioning tool, click
    Configuration
    Layout Designer
    .
    The
    Layout Designer
    appears.
  2. Click
    Create
    Home Page Layout
    .
    The
    Properties
    page appears.
  3. Specify the following properties:
    Property
    Description
    Layout Name
    Label for the layout that you design. After you design and publish the layout, the layout name appears in the
    Layout Categories
    panel.
    Layout ID
    Label used for generating a system ID.
    Description
    Optional. A meaningful description to identify the layout.
  4. Click
    Next
    .
    The
    User Roles
    page appears.
  5. Select the user roles that can access the
    Home
    page.
    The user roles that appear on the
    User Roles
    page are configured in the MDM Hub.
  6. Click
    Next
    .
    The
    Template
    page appears.
  7. Select a template that supports how users will interact with the
    Home
    page, and click
    Next
    .
    The
    Design
    page appears.
  8. Drag the components that you want in the
    Home
    page layout into the workspace.
    For example, drag the
    Task Inbox
    and the
    Dashboard Reports
    components into the workspace.
    The following image shows the
    Design
    page with the
    Task Inbox
    component and the
    Dashboard Reports
    component in the workspace:
    The sample Design page shows the 
					 Task Inbox component and the 
					 Dashboard Reports component in the workspace.
  9. Click
    Save
    .
    The changes are saved to the temporary workspace.
  10. Publish the changes to the MDM Hub.
    1. Click
      Publish
      .
      A confirmation dialog box appears that prompts you to publish or review the changes.
    2. Review the changes or publish without a review.
      • To publish without a review, click
        Publish
        .
      • To publish after a review, click
        Review Changes
        and follow the instructions that appear on the screen.

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