AX2006

Setting up home pages for Axiom Platform

When a user logs into Axiom Platform, 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 Platform client.

Home page priority order

When a user logs in to an Axiom Platform client, their home page is determined using the following priority order. If the first item on the list is defined, 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 Platform first cycles through items 1-3 looking for a Desktop client Home page assignment. If no assignment is found, Axiom Platform cycles through items 1-3 again, this time looking for a Home page assignment. If no security home page is found, Axiom Platform proceeds to the next item.

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

If no valid home pages appear 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 a user logs in to 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 to be used as the Web client Home page. If no valid assignment appears in Security, Axiom Platform proceeds to the next item.

5. Default home page in the Axiom System directory.

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

6. Default Web client home page provided by Axiom Platform.

   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 appears. 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 Assign 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.