From a user’s point of view, if a profile has been enabled for personalization, then they will gain access to the ‘Arrange’ option:
Clicking this will open up the editable grid view, which allows tiles to be dragged and dropped into different locations, to be removed from the homescreen or to reset the screen to the default for that user’s profile/role(s).
campusM Web App Personalization in Grid View
campusM Native App Personalization in Grid View (Shown on iPhone)
To move a tile, the user simply clicks (on Web) and/or holds the tile until it gives a small shake. The user can then move the tile to the desired location, with the unselected tiles flowing around the selected one. Releasing the tile will position it onto the homescreen. Note, the app will be adjusting the background tiles around the moving tile to provide an optimized layout.
Once the tiles are in the desired position, clicking Done will return the user to the homescreen and the app will resume standard function.
When in configuration mode, you can select the list view to review the available tiles and their current ordering and visibility.
campusM Web App Personalization in List View
campusM Native App Personalization in List View (Shown on iPhone)
Each available tile will be listed here (and a search is available to discover tiles from the list), along with an indication whether it is visible (ticked) or mandatory (padlock). Clicking on a list item will switch between visible or hidden (unless padlocked in which case the tile will always be visible). Returning to the grid view enables the tiles to again be reordered.
Finally, the reset button allows the user to return the homescreen back to the default tile ordering and visibility.
For the Institution:
From an institutions point of view, personalization is managed through the App Manager. Using App Builder manager interface, you can firstly define which profile(s) to enable personalization on. This can be found in App Settings > App Profiles Menu (located in the Enterprise Roles panel):
campusM App Manager – Enabling personalization for a Profile
To enable a profile for personalization, tick the option box labelled ‘Personalization enabled’ and click save. To make the change live, you will need to publish profiles through the usual publishing mechanism: https://knowledge.exlibrisgroup.com/CampusM/Product_Documentation/050App_Settings_Module/110Publishing_Section
You can then define which tiles are mandatory (can’t be removed from the users homescreen) using the App Builder. Select the tile required and the Menu Option Config panel will open. Within here, you can tick the boxed labelled ‘Mandatory (Personalization)’ to ensure the tile cannot be hidden by the user. To make the change live, click Save and Publish at the bottom of the panel:
campusM App Manager – Mandating a tile within App Builder
As part of this significant enhancement, we have re-engineered the underlying technology that delivers the homescreen. This provides a great foundation from which to augment the homescreen experience going forward, with Personalization of tile arrangements being the first of many such enhancements.
Whilst every effort has been made to reduce the potential impact of the reengineering, due to the highly customizable nature of the apps (and for some institutions, the development of their own Live Tiles within the homescreen environment), there will be a need for each institution to review the impact of this change in their own production environment.
To this end, we have developed a mechanism that will enable you to preview your production app environment with minimal efforts, and to review how implementation of the new homescreen will affect user experience, as well as to identify any potential issues that may occur due to employed customizations.
The rollout process started on the week beginning the 31st of July. Customers are asked to raise a Salesforce ticket requesting access to the preview environment for their apps. As this will also require new native apps to be prepared, the rollout will be queued on a first come first served basis.
Once the preview has been enabled, institutions will have period to preview and work with the campusM team to resolve issues before making the new Personalization feature generally available. Further information and instructions will be made available at the time of making the preview available to the customer.