value focused. results driven.

Customizing Maximo’s Menus and Toolbars

Sept. 22, 2011

MENUS.XML – What it is and how to use it.

How to customize tool bars

Integrating HTML with XML

Demonstration

1

2

3

4

• Reduce clutter

• Add functions

• Create shortcuts

• Takes away the need for many clicks

• Pleasing interface

• Makes life easier on the user.

Advantages 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

Disadvantages of Customizing Menus and Toolbars

• Create button to launch workflow

– Multiple workflows to choose from

– Many clicks to launch a workflow

– Chance of error

– Adding a button eliminates these problems

Example 1

• Launch Communication Template

– Created a shortcut for the user

– Reduced the number of clicks

Example 2

• 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

– id

– label

– image

– event

MENUS.XML

MENUS.XML

MENUS.XML

• 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:

– Element Type

– Key Value

– Position/Subposition

– Tabs

Customizing Toolbars

Customizing Toolbars

Customizing Toolbars

Before

After

• 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:dkees@ontracksconsulting.com”>Dean Kees</a>

• Using the special delimiters, it turns into this:

• &lt;a href=&quot;mailto:dkees@ontracksconsulting.com&quot;&gt;

dkees@ontracksconsulting.com&lt;/a&gt;

Integrating HTML into XML

Integrating HTML into XML

• 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

Upgradeability of Configurations

Thank you for attending our webcast.

www.ontracksconsulting.com

If you have any questions regarding the content of this webcast, or for additional information contact the presenter, Dean Kees at:

Email: dkees@ontracksconsulting.com Phone: 780-722-5375