Defining Menu Structures

Using this screen, you can assign a menu structure to a persona. The menu structure is the toolbar that displays, which varies depending on which persona is selected. The Base Persona and Menu template resolves the issue of customized personas and menus being overwritten when upgrading to a new release. Also, users can now reset and copy their personas from base and customer personas.

Note.pngTwo new tables were added to resolve the issue of customized personas and menus being overwritten: PSM_PERSON_BASE and PSM_PERSONA_MENU_BASE. These tables store the metadata for Base Persona and Menu template. The product development team will send SQL scripts to update the Base Persona and Menu template. The metadata in the PSM_PERSONA and PSM_PERSONA_MENU tables will not be updated in the future.

There are two ways to define the menu structure for a persona:

1.    Manually enter menu items.

2.    Copy an existing menu structure and modify it.

 

At any time, you can reset the menubar to the base structure by clicking Reset Menubar to Base from the Menu Setup task category.

 

The section below details how to create a menu structure using both of these methods.

To define a menu structure for the persona:

1.    From the Security Central screen, click Maintain Persona Menu Structure.
The Persona Menu Designer search screen displays, as shown below.
persona_search.bmp

2.    Search for and select the Persona Code you want to define.
The Persona Menu Designer screen displays, as shown below.
persona_menu_designer.bmp

3.    To use a custom menu already created, perform the following:

a.    Access the Menu Import (Custom) tab, as highlighted below.
menu_import_custom.bmp

b.    Select the Organization and Organization Unit from the drop-downs.

c.    Select the Persona from which you want to import the menu structure.
The selected persona’s menu structure automatically displays below, as highlighted below.
structure.bmp

d.    Drag-and-drop a structure from the right menu to the left menu, as shown below.
drag.bmp

Note.pngYou can select an entire menu button or just an application from within a menu button.

4.    To use a base menu, perform the following:

a.    Access the Menu Import (Base) tab, as highlighted below.
menu_import_base.bmp

b.    Select the appropriate Persona from the drop-down.
The selected persona’s menu structure automatically displays below, as highlighted below.
structure2.bmp

c.    Drag-and-drop a structure from the right menu to the left menu.

5.    To create a menu bar from scratch or add additional menu bar items to an imported menu, perform the following:

a.    Click Add Menubar Item.
A new tool displays and the Menu Details tab enables, as shown below.
menu_details.bmp

b.    Select whether or not the new menu bar item Is Active?

c.    Enter the Menu Caption for the new tool.

d.    If necessary, click the Image link to search for and select an image to associate with the new menu bar item.

e.    If necessary, enter a Tool Tip.
The tool tip will display when a user points to a menu bar item.

f.      If necessary, click the Access-point link to select an access point for the menu bar item.

6.    Click Save.

Screen Element

Description

Menu Structure

Add Menubar Item

Button. When clicked, a new menu is added under the highlighted menu.

Delete Menubar Item

Button. When clicked, the highlighted menu is deleted from the menu structure.

Up/Down arrows

Buttons. Moves the highlighted menu up/down in the menu structure.

Menu Details

Is Active?

Checkbox. When checked, indicates the new menu is active.

Menu Caption

Text box. The caption of the menu that the displays for the persona.

Image

Link. When clicked, a browser opens. Search for the image associated with the menu. An image is typically not used for internal menu items.

Tool Tip

Text box. This is text that displays if you hover over the menu item.

Access point

Link. When clicked, the Generic Chooser screen displays. Select an access point associated with the menu.

Screen or Command

Links. Specify which screen the menu item opens. You can specify this by selecting either the screen or the command. For top-level menu items, do not specify a screen or a command. The submenu items typically call the applications. For example, you can call the following screen or command:

·            The BusinessObjects server for a Membership Advantage Dashboard

·            A SharePoint webpage

·            The Committee Central screen for a specific customer

·            The Call Center screen to find a member quickly

·            The Send Email (APP014) screen to send an email quickly

Menu Import (Custom)

Organization

Drop-down. The organization associated with the persona for which you want to create a menu structure.

Org Unit

Drop-down. The organization unit associated with the persona for which you want to create a menu structure.

Persona

Drop-down. A list of all personas from which to copy to the menu structure.

Compare

Link. When clicked, opens the Compare Persona (PSM006_Persona_Diff) screen, which compares the personas side-by-side in XML. This screen is also color-coded to see specifically what was added, removed, or changed. See Comparing Personas for more information.

Menu Import (Base)

Persona

Drop-down. A list of all personas from which to copy to the menu structure.

Compare

Link. When clicked, opens the Compare Persona (PSM006_Persona_Diff) screen, which compares the personas side-by-side in XML. This screen is also color-coded to see specifically what was added, removed, or changed. See Comparing Personas for more information.