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. Configuring Hierarchy and Network Relationships
  10. Creating Match Rule Sets
  11. Configuring Search
  12. Configuring Tasks
  13. Configuring Security and Data Filters for Business Entities
  14. Configuring the Content Security Policy
  15. Integrating Data as a Service
  16. Configuring External Calls
  17. Designing the Data Director User Interface
  18. Localizing Data Director
  19. Appendix A: Provisioning Tool Frequently Asked Questions

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 charts.
If you do not design a Home page, a Data Director application displays the legacy start page.
  1. 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
    View Name
    Label for the option.
    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
    component and the
    Chart
    component into the workspace.
    The following image shows the
    Design
    page with the
    Task Inbox
    component and the
    Chart
    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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