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English
  • Multidomain MDM 10.3 HotFix 3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Provisioning Tool Guide

Provisioning Tool Guide

Back Next

Designing a Home Page Layout

Designing a Home Page Layout

You can design multiple
Home
 pages for
Data Director
. You can configure which roles can access the
Home
 pages. For example, you might design a
Home
 page layout for Account Managers that displays the task inbox and data reports.
If you do not design a Home page, a Data Director application displays the legacy Start page.
  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.
The layout appears in
Layout Categories
 panel. When users log in to
Data Director
, the
Home
 page designed for their user role appears.
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