Menu

Explorer's metadata-driven menu makes it easier for users to navigate to pages, trends, and workbooks. This is a user-driven classification system, designed to reduce the administrative burden of continually adding new displays to a corporate menu.

The structure of the menu is created in Server Management, and that structure is then used by users to build there own customised menus.

Customised Site Menu in Explorer:


Creating the Menu Structure

To create the menu structure, a named list is assigned to each level of the menu, with the named list values forming the headings for the levels.

First, create a Named List for each menu level. 

The menu configuration in Server Management:

1   Configuration Select configuration 
2   Menu Select menu
3   Name

Enter the title for the menu; this will be displayed in Explorer

4   Structure

Select the number and type of levels to be used in the menu

Menu levels 1 and 2 are the highest menu levels and are in the grey bar on the left side

Menu level 3 is the tab menu across the top of the menu page.

Level 4 forms the headings under which the menu items are gouped.

5   Content

Specify the named lists to be used for each menu level


Building a Customised Menu

Pages, trends, and Workbooks can be added to the menu by selecting a heading for each menu level, in the Classification section of the Display Information panel.

To build a customised menu:

1. Select the Info button in the toolbar of the page, trend or Workbook, to open the Display Information panel for that item.

2. In the Classification, select a heading from each menu level:

3.  Add a title for the menu item.

The trend in the menu:

1   Site Menu Site menu button on the Explorer shortcut menu
2   Title Menu title as defined in Server Management
3   Level 1 Heading selected for level 1
4   Level 2 Heading selected for level 2
5   Level 3 Heading selected for level 3
6   Level 4 Heading selected for level 4
7   Item Click to open the selected page, trend or Worbook

Menu Security

Workspace security applies to all items in the Site Menu.

Read more:  Workspace security.

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