Creating Role Center in Ax 2012

Today , I will share " Creation of a Role Center Page " as easy as you like , I'll start with a brief introduction just to make sure you have a brief understanding of role centers.

Introduction : 

The role center page is displayed as the home page for the Home site in Enterprise Portal. It is the first page that users see when they access Enterprise Portal. It is also displayed in the Microsoft Dynamics AX client.

Enterprise Portal contains role center pages for the various roles that users can have in Microsoft Dynamics AX. If a user is not assigned to a specific role, the default role center page is displayed.

Creating Role Center Page : 

Below is the step by step creation of a role center page . 

On the Home page of the EPDefaultRoleCenter , Go to Site Actions => More options as can be seen in the above screen shot.

From the next screen select the Web Part Page template and click on the Create button .

On the next step give the name for your role center page , pick a layout template and set the document library drop down to Enterprise Portal then hit the Create button.

You can set the layout of your RoleCenterPage by adding web parts , to add web part click on the Add a WebPart link.

Here , you can select any of the WebPart type from the available Categories and then click on the Add button.

Once the Web Part is added you can always modify it by clicking on that small inverted triangle as highlighted in the image above , this will open the drop down where you can select Edit Web Part option .

The Edit Web Part option opens the form for that web part where you can customize the web part as per your need .

Now , In the AOT under the Web node go to Web Menu Items => URls

Right click and select New URL option .

Now , set the properties for the newly created URl 

  1. Specify the Name for the URL. Use a name that specifies the page that the URL will point to.
  2. Specify a label for the page.
  3. Specify the URL, with the following form:

  Enterprise%20Portal/PageName.aspx 

  You can also use the browse button to open a dialog box that lets you select the page. 
  Navigate to the module site and document library that contains the page. 
  Select the page and then click OK.

   
 4. Set the Home Page property to Yes.

 5. Fill the Page Definition property by giving the desired page definition name.

 6. Save the new URL Web Menu Item.

Right Click on the newly created URl and select the Import page option as shown above.

This will Create the page definition with the same name as given in the Page Definition property for the URI Menu item earlier.

Now go to System administration => Common => User Profiles.

On the User Profiles form click on the New button.

Fill the Profile ID  , Description and Paste the Name of your URl Web Menu Item  and hit the Close button on this form.

Finally , you can view your role center in the browser by clicking on the View role center button on the User Profiles form . 

I believe it was helpful .