Can I add or remove File -> menubar items to different roles?

Products

• CA IT Asset Manager
• CA Software Asset Manager (CA SAM)
• ASSET PORTFOLIO MGMT- SERVER
• SUPPORT AUTOMATION- SERVER
• CA Service Desk Manager - Unified Self Service
• CA Service Desk Manager
• CA Service Management - Asset Portfolio Management
• CA Service Management - Service Desk Manager

Issue/Introduction

Description:

• Each role has a  different menubar_sd.htmpl with different menu option defined. In order to add or remove the options the respective menubar_sd.htmpl file need to be customized.
  
  For L1 analyst role : menubar_sd_l1_analyst.htmpl
  
  For L2 analyst role : menubar_sd_l1_analyst.htmpl
  
  For Change Manager role: menubar_sd_chg_manager.htmpl
  
  Etc.
  
  
• Please make sure you copy the correct htmpl form.
  
  
• Below is an example to add "New Change Order" and "New Change Order from template" for L1 analyst role.

Solution:

• By default for L1 analyst we see the below options:
  
  

  <Please see attached file for image>

  
  
  
• Copy the file menubar_sd_l1_analyst.htmpl from
  
  NX_ROOT\Service Desk\bopcfg\www\htmpl\web\analyst
  
  To
  
  NX_ROOT\Service Desk\site\mods\www\htmpl\web\analyst
  
  Or to the respective form group under analyst folder.
  
  
• Open the file in the notepad and just after the below code:
  
  <PDM_MACRO name=menuItem label="New_Incident_from_Template..." function="ahdtop.create_new('in',1)" hotkey=d>
  }
  </PDM_IF>
  </PDM_OBJECT>
  
  Add the below code for Change Order:
  
  <PDM_OBJECT>
  <PDM_IF "$env.NX_CMDB" != "STANDALONE">
  if ( w.cfgAccessChgMgr >= 2 ) {
  <PDM_MACRO name=menuItem label="New_Change_Order..." function="ahdtop.create_new('chg',0)" hotkey=h>
  }
  </PDM_IF>
  </PDM_OBJECT>
  <PDM_OBJECT>
  <PDM_IF "$env.NX_CMDB" != "STANDALONE">
  if ( w.cfgAccessChgMgr >= 2 ) {
  <PDM_MACRO name=menuItem label="New_Change_Order_from_Template" function="ahdtop.create_new('chg',1)" hotkey=w>
  }
  </PDM_IF>
  </PDM_OBJECT>
  
  
• Save the file.
  
  
• Go to function access tab of L1 analyst role and under Change Orders change it to modify from view.
  
  
• From command prompt do a pdm_webcache.
  
  
• Now log as L1 analyst and test the result, it should display as below:
  
  

  <Please see attached file for image>

  
  
  
• Please make the changes on a test machine before making it on production.

Note: Code for all the File menu items can be copied from menbar_sd.htmpl file.

Environment

Release:
Component: ARGIS

Resolution

See introduction above