Users should have basic HTML and/or ASP.Net programming skills in order to modify a Home Page delivered in the 7.3.1 release.
This step assumes you have already installed the Home Pages.
To modify an existing Home Page:
1. Navigate to the following file path in your Web Server:
(file path needed).../innetpub/wwwroot/PersonifyHomePage
If your organization modified the website and folder name, make sure to navigate to that folder.
2. Open the ASPX page of the Home Page you want to modify in a text editor such as NotePad.
For example, DefaultHomePage.aspx.vb.
This is known as the Default Home Page.
3. Modify the code depending on your organizaton’s needs. Some of the available options include the following:
a. Change the Label for a Section
Example Code with modifying text highlighted:
<h2><asp:Label ID=”Label1” runat=”server”>Customers</asp:Label></h2>
b. Change the Label for a Link
Example Code with modifying text highlighted:
<li><a href=’cmd://Main/OpenDialog?Name=CUS001SF”>Add a new customer</a><li>
c. Change the Functionality of a Link
Example Code with modifying text highlighted:
<li><a href=”cmd://Main/OpenDialog?Name=CUS001SF”>Add a new customer</a><li>
d. Remove a Section
Navigate to the section you want removed and delete or comment the code out.
e. Delete a Link
Navigate to the link’s code and delete or comment the link out.
Example Code with modifying text highlighted:
<h2><asp:Label ID=”Label1” runat=”server”>Customers</asp:Label></h2>
f. Add a Link
Navigate to where you want to place the link, and add the link code similar to the others, such as:
<li><a href=”[Personify command]”>[Link Label]</a><li>
g. Disable the Image Upload
Delete or comment out the “Upload Panel” section of the code.
4. Save and close the file.
If you create an entirely new ASPX Home Page, you need to add it to your PersonifyHomePage website and add a Subcode for the new homepage to the HOME_PAGE_TYPE Application System Type.
The Subcodes entered in the HOME_PAGE_TYPE system type determine which names display in the Personify Home Page drop-down on the Persona Maintenance (PSM004) screen.