value focused. results driven.
Customizing Maximo’s Menus and
Toolbars
Sept. 22, 2011
1
MENUS.XML – What it is and how to use it.
2
How to customize tool bars
3
Integrating HTML with XML
4
Demonstration
Advantages of Customizing Menus and Toolbars
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Reduce clutter
Add functions
Create shortcuts
Takes away the need for many clicks
Pleasing interface
Makes life easier on the user.
Disadvantages of Customizing Menus and Toolbars
• There are always some risks involved.
• Make sure that the necessary precautions
are taken
• Make all changes in your Dev environment
first.
• Test, test, test
Example 1
• Create button to launch workflow
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Multiple workflows to choose from
Many clicks to launch a workflow
Chance of error
Adding a button eliminates these problems
Example 2
• Launch Communication Template
– Created a shortcut for the user
– Reduced the number of clicks
MENUS.XML
• Menu selections of Maximo fields
• Accessible via Application Designer
– Must be edited in a text editor
• Each menu is made up of menu items
• Menu items have the following attributes
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id
label
image
event
MENUS.XML
MENUS.XML
Customizing Toolbars
• You can modify toolbars of Applications in
Application Designer
• Can add buttons using Select Action ->
Add/Modify Toolbar Menu
• To add a new button you need:
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Element Type
Key Value
Position/Subposition
Tabs
Customizing Toolbars
Customizing Toolbars
Before
After
Integrating HTML into XML
• Excellent way to customize the interface
• Add some functionality to the interface
where you otherwise couldn’t
• Special Delimiters
– &lt; = <
– &gt; = >
– &quot; = “
Integrating HTML into XML
• To add an email link in HTML would normally look like:
• <a href=“mailto:[email protected]”>Dean Kees</a>
• Using the special delimiters, it turns into this:
• &lt;a href=&quot;mailto:[email protected]&quot;&gt;
[email protected]&lt;/a&gt;
Integrating HTML into XML
Upgradeability of Configurations
• Editing the Menus and Toolbars are
Configurations
• All modified using out-of-the-box tools
• Changes should be upgradeable from
Maximo 6 to Maximo 7.1 to Maximo 7.5
Thank you for attending our webcast.
If you have any questions regarding the content of this webcast, or for additional information
contact the presenter, Dean Kees at:
Email: [email protected]
Phone: 780-722-5375
www.ontracksconsulting.com