Configuring different homepages for individual users

The Client Settings dialog box, in Architect and Server Explorer, configures a startup homepage for different IBM® TM1® Web clients (users).

For example, you can assign one homepage for TM1 Web users in the Sales department and another homepage for users in the Finance department.

Note: You can use the Client Settings dialog box to assign homepages for specific users, over-riding the global homepage setting for the HomePageObject parameter in the tm1web_config.xml file.

Procedure

  1. In Architect or Server Explorer, right-click the server and select Security, Clients/Groups.

    The Clients/Groups dialog box opens.

  2. Click Settings.

    The Client Settings dialog box opens.

  3. Select the client from the Current Client list for which the homepage setting will apply.
  4. Enter a websheet, cube view, or URL for the homepage as follows:
    • To display a URL, type the URL address, including the http:// protocol, into the Homepage box. You can enter a URL for either a website or an individual file.
    • To select a websheet or cube view as the homepage, click Browse. The Select an TM1 Web Homepage dialog box opens where you can select a reference to a websheet or cube view from the Application tree.

    After selecting a websheet or cube view reference, click OK to return to the Client Settings dialog box.

  5. Select the settings that control the appearance of the Navigation pane.
    Note: The Navigation pane settings you set here will only apply if the corresponding parameter in the tm1web_config.xml file is set to AllowOverwrite=true. For more information, see Configuring TM1 Web startup and appearance settings.

    The available settings for controlling the appearance of the Navigation pane include:

    • Include the Navigation Pane - Determines whether the Navigation pane is displayed or not displayed when the selected client logs in to TM1 Web.
    • Open pane on Login - Sets the Navigation pane to display in the expanded mode when the selected client logs in to TM1 Web.
    • Close pane on Login - Sets the Navigation pane to display in its minimized mode when the selected client logs in to TM1 Web.
    • Save Client's Navigation Pane Settings - Determines whether the personal settings for the Navigation pane are saved when the client logs out of TM1 Web.
  6. Select one of the options from the Apply To list to configure which client or clients will be able to view the homepage.

    The available options include:

    • Current Client - Applies the homepage setting for only the client selected in the current Client list.
    • Selected Clients - Enables the Select button so you can open the Subset Editor to select a collection of clients that will use the same homepage setting.

      If you choose Selected Clients, and then click Select, the Subset Editor opens so you can select a subset of TM1 clients that can use the homepage.

      Use the Subset Editor to select a subset of clients and then click OK to return to the Client Settings dialog box. The number of clients selected in the Subset Editor is summarized in the Client Settings dialog box.

    • All Clients - Applies the same homepage setting to all TM1 clients.
  7. Click Apply Settings to configure the homepage for the client or clients that you selected in the Apply To list.
  8. Repeat steps 4, 5, 6, and 7 to configure a homepage for a different set of TM1 clients.
  9. Click OK to close the Client Settings dialog box.

    You have now configured a homepage for TM1 Web. The selected TM1 Web clients will see the assigned homepage the next time they successfully log in to TM1 Web.