AX2006

Setting up home pages for Axiom Software

When a user logs into Axiom Software, a home page opens automatically. This home page can be customized for your installation. Additionally, you can designate alternate home pages for different users, as well as use different home pages for each Axiom Software client.

Home page priority order

When a user logs into an Axiom Software client, their home page is determined using the following priority order. If the first item on the list is defined, then that file is used, otherwise the next item on the list is used, and so on.

Desktop Client (Excel and Windows)

1. Security-assigned home page at the user level

2. Security-assigned home page for a role the user belongs to (excluding the Everyone role)

   NOTE: If a user belongs to multiple roles, and more than one role has an assigned home page, the home page of the "first" role is used (determined alphabetically by role name).

3. Security-assigned home page for the Everyone role

   Axiom Software first cycles through items 1-3 looking for a Desktop Client Home Page assignment. If no assignment is found, Axiom Software cycles through items 1-3 again, this time looking for a Home Page assignment. If no security home page is found, Axiom Software continues to the next item.

4. Default home page in the Axiom System directory
   • In the Windows Client, Axiom Software checks \Startup\Home\Windows Client first, then moves on to \Startup\Home.
   • In the Desktop Client, Axiom Software checks \Startup\Home\Excel Client first, then moves on to \Startup\Home.

If no valid home pages are found for the Desktop Client, a blank spreadsheet is used.

Web Client

1. Product-assigned home page

   This item only applies in systems with installed products. If a product area in the Web Client has a designated home page, that home page takes precedence over all other home page assignments. When the user logs into the Web Client, they see the home page for their default product area.

2. Security-assigned home page at the user level

3. Security-assigned home page for a role the user belongs to (excluding the Everyone role)

   NOTE: If a user belongs to multiple roles, and more than one role has an assigned home page, the home page of the "first" role is used (determined alphabetically by role name).

4. Security-assigned home page for the Everyone role

   For the Web Client, only the Home Page assignment is considered for items 1-3. The Desktop Client Home Page is ignored. The Home Page assignment must be a web-enabled file in order to be used as the Web Client home page. If no valid assignment is present in Security, Axiom Software continues to the next item.

5. Default home page in the Axiom System directory

   In the Web Client, Axiom Software checks \Startup\Home\Web Client for a web-enabled file, and uses that file as the home page if present. The \Startup\Home directory is ignored in this case, even if the file in that directory is web-enabled. If no valid home page is present in the Axiom System directory, Axiom Software continues to the next item.

6. Default Web Client home page provided by Axiom Software

   This page displays the user's notifications and web favorites. This built-in page is only used as the home page if no other home page assignment is found. For more information, see Home page.

Assigning home pages in Security

You can assign alternate home pages per user or per role in Security. If a home page 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 page 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 page in Security, see Assigning startup files (Startup tab).

Using default home pages in the Startup folders

You can optionally place default home pages in the Startup folders. These files will be used as home pages for users who do not have home page assignments in security.

By default, the Startup folders contain a single system file: \Axiom\Axiom System\StartUp\Home\Home.xlsx. You can customize this file for your system as desired, or replace it with a different file. You can also optionally use different files on a per client basis.

To define different default home pages, 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 page when the Desktop Client is launched, if: The user does not have a specified home page in Security. The applicable client-specific Home folder is empty. The file in this folder is ignored in the Web Client, even if the file is web-enabled.
\Startup\Home\Web Client	The file in this folder is used as the home page 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 page, you must copy or import a file to this location. Any file saved to this location must be an Axiom form or a web report, or else it will be ignored.
\Startup\Home\Excel Client	The file in this folder is used as the home page 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 page, you must copy or import a file to this location.
\Startup\Home\Windows Client	The file in this folder is used as the home page 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 page, you must copy or import a file to this location.