AX2006

Setting up home pages for Axiom Software

All Axiom Software clients can have a designated default Home file that displays when users log into the client. This default Home file is used when a user does not have a designated Home file in Security.

Using default Home files in the Startup folders

By default, the system file Home.xlsx is opened on startup for all users. This file is located in \Axiom\Axiom System\StartUp\Home.

You can customize this Home file for your system as desired, or replace it with a different file. You can also optionally use different Home files on a per client basis.

To define different default Home files, you can place files in the following folders within the Axiom System directory. Each folder should only contain a single file. These files can be named whatever you like (it is not necessary to name them Home.xlsx).

Folder Description

\Startup\Home

The file in this folder is used as the Home file when the system is launched, if:

  • The user does not have a specified home page in Security.
  • The applicable client-specific Home folder is empty.

\Startup\Home\Web Client

The file in this folder is used as the Home file when the Web Client is launched, if the user does not have a web-enabled home page in Security.

This folder does not contain a file by default. If you want to use a Web Client-specific Home file, you must copy or import a file to this location. Any file saved to this location must be form-enabled, or else it will be ignored. The file will automatically open as a form in the Web Client environment.

\Startup\Home\Excel Client

The file in this folder is used as the Home file when the Excel Client is launched, if the user does not have a web-enabled home page in Security.

This folder does not contain a file by default. If you want to use an Excel Client-specific Home file, you must copy or import a file to this location.

\Startup\Home\Windows Client

The file in this folder is used as the Home file when the Windows Client is launched, if the user does not have a web-enabled home page in Security.

This folder does not contain a file by default. If you want to use a Windows Client-specific Home file, you must copy or import a file to this location.

NOTES:  

  • Only one file can be used as the Home file in each of the \Startup\Home folders. If any of the Home folders contain multiple files, the file with the smallest document ID is used.

  • If you want to use a form-enabled Home file in the Desktop Client, you must assign the file via Security. If you place a form-enabled file in the \Startup\Home folders, it will be opened as a spreadsheet file instead of as a form. (The exception to this is the Web Client folder, where the file must be form-enabled and only opens as a form.)

Assigning alternate Home files in Security

If desired, you can assign alternate Home files on a per user or role basis within Security. if a Home file is assigned in Security, it takes precedence over the default Home files in the Startup directory.

The Startup tab of the Security Management dialog has two settings to assign a Home file to users:

Item Description

Home Page

This "global" home page is used in all clients, unless a Desktop Client Home Page is also specified.

If you want this home page to display in the Web Client, the selected file must be web-enabled (either an Axiom form or a web report). If the file is not web-enabled, then the assignment will be ignored for purposes of the Web Client.

Desktop Client Home Page

This home page is used in the Desktop Client only (Windows Client or Excel Client), overriding the Home Page assignment.

For more information on assigning an alternate home file in Security, see Assigning startup files (Startup tab).