Home Tab Configuration

Use

You can create default Home tab layouts and include panels containing the contents of a file for different roles.

Prerequisites

You are running the administration application as the strategy management administrator. If Administration is unavailable to you, it means you are not running the administration application with an administrator user name and password.
The roles you are assigning configurations have access to the Home tab. For information, see Role Assignments.

Features

You can do the following:

You can control which panels appear in the Home tab for certain roles, and control the location of the panels.

Note
Users can customize their own view by adding and removing the panels you have made available to them, and they can change the location of the panels. If a user is displaying a panel and then you remove that panel from their configuration, that user still has access to the panel.
You can upload SWF, PDF, JPG, GIF, and PNG files, and make them available to certain roles from within the External Content panels of their Home tab.

You can choose to have the selected roles see the files automatically in External Content panels in the Home tab or you can just make the file available to them so they can add it as an External Content panel when they want.

Note
Although it is possible to use Microsoft Office files such as DOC and XLS files for external content, you may receive unpredictable results. Internet Explorer handles the display of Microsoft Office files based on each user's Windows settings. The only way to ensure proper behavior when a user attempts to display external content from a Microsoft Office file is for the user to edit that particular file type and specify that only the Browse in the same window option is selected for the Open action.
You can upload a file, and make it available to certain roles as a link from within the External Content Links panels of their Home tab.

By adding links to files, you can provide access to certain content that is not available through the external content feature. For example, you can add links to .DOC files and .XLS files, but you cannot display them as external content.

You can choose to have the selected roles see the links automatically in External Content Links panels in the Home tab or you can just make the link available to them so they can add it as an External Content Links panel when they want.
You can remove files from the Home tabs of certain roles. This achieves the same effect as removing the panel from the role.
You can view any files that you uploaded.
You can copy a role's layout to other roles.
Any change you make in the Configure Home Tab view takes effect in users' Home tab the next time they click Refresh or begin a new session in the application.

Activities

To configure the Home tab for certain roles, choose Start of the navigation path Administration Next navigation step Configure Home Tab End of the navigation path .

Adding, Removing, and Relocating Panels

To add a panel to a role's Home tab, select the role whose Home tab you are configuring and click Customize. Then from the Add Panel dropdown list, select the panels to add.
To remove a panel from a role's Home tab, select the role whose Home tab you are configuring and click Customize. Then click the checkbox of the panel you want to remove.
To set the location of a role's Home tab panels, select the role whose Home tab you are configuring and click Customize. Then drag the panels to their new locations.

Copying a Layout from One Role to Another

To copy a layout from one role to another, select the role whose layout you want to copy and click Copy Layout to Other Roles. Select the roles that will use the layout, and then click Save.

Adding, Removing, and Updating Files within Panels

To upload files and make them available for selection as content or as links, click Upload and then browse for the file.
To add file content to the External Content panel in a role's Home tab, select the role, then select the file from the External Content list, and then click Add in the Selected External Content Panels section.
To add a link to a file in the External Content Links panel in a role's Home tab, select the role, then select the file from the External Content list, and then click Add in the Selected External Content Links section.
To make a file available to a role and allow the users in the role to control whether to add the file as an External Content panel or External Content Links panel, select the role, then select the file from the External Content list or External Content Links list, and then click Add. Then with the role still selected, click Customize and select the file from the Add Panel dropdown list.
To remove a file or a link from a role's Home tab, select the role, then select the file from the Selected list, and click Remove. Or, remove the panel from the role's configuration.
To remove an external file permanently so that it is no longer available in any roles' Home tab configurations, select the file from the External Content list and click Delete.
To view an external file, select it in the External Content list and click View.
To update an external file, click Upload and upload the file again. Then select the role to be updated, and re-add the file to the appropriate Selected list.