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Create a Default Home Page

You can create a default home page that is available to all users with a specific role. You can also specify whether users are allowed to personalize this home page by adding or removing portlets, or by creating their own portlets.

About the System Default Home Page

The out-of-the-box default home page for all users is the 'system default' home page, which comprises five global portlets.

The system default home page is assigned to all users who with an Unmanaged role or a Custom role on the Role Assignments page.

Note: Custom roles are assigned automatically to user accounts upgraded from previous versions of CA DataMinder and which were previously assigned to a custom user category.

To create a default home page for a specific role

  1. Click the Home tab.
  2. Click the DLP--iconsole customize spanner Customize link in the top right of the iConsole screen.

    The Customize Home Page dialog displays.

  3. Click the Layout tab, and click New Layout.

    The Create New Layout dialog opens.

  4. Give the new layout a name. For example, 'HR Reviewers'.

    A message indicates that the layout has been created and is ready for editing.

  5. Click the Global Portlets tab.

    The available portlets are displayed.

To arrange the home page

  1. Drag portlets and drop them into their desired location in a column.
  2. (Optional) Click the settings button Settings link in a portlet titlebar to configure the portlet.
  3. (Optional) Click Collapse Portlet in the titlebar of a portlet to reduce clutter on the screen.

    The home page layout is saved automatically.

To assign a default home page to a role

  1. Go to the Administration tab and click Role Assignments.

    The 'Manage Assignments of Resources to User Roles' page appears.

  2. Select a role from the User Role list.
  3. Go the Settings pane and click Edit.

    The Edit Resources dialog appears for the selected role.

  4. Click the Home Page tab.
  5. Choose a layout from the 'The Home Page layout that will be used initially' list.
  6. Configure additional home page settings for this role. For example, specify whether the home page is optional or not, and whether users are allowed to create personal portlets for inclusion in their home page (and if so, which type of portlets).
  7. Click OK.
  8. Click away from the Administration tab.

More information:

Configure Global Settings

Create a Global Portlet