action.skip

Customize Ribbons, Menus, and Toolbars

You can customize the Ribbon used by each session when InfoConnect is set to use the Ribbon interface or the menus and toolbars used when InfoConnect is set to use the Classic MDI interface.

Customize the Ribbon

You can customize the groups and command options in available in the Ribbons used by your sessions.

To modify the Ribbon

  1. From the Ribbon user interface, open a session document.

  2. On the Appearance tab, in the Menus group, click UI Designer.

  3. Use the Ribbon UI Designer to customize the ribbon. For detailed procedures, see The Ribbon UI Designer.

    Changes are saved to your current Ribbon when you click OK.

    Note

    If the currently selected Ribbon file is one of the built-in Ribbons, InfoConnect automatically creates an editable copy of the built-in Ribbon file and saves the copy with your modifications to the CustomUI folder in your InfoConnect user data folder. (The user data folder location is configurable using the Data Location tab during installation. The default is C:\Users\username\Documents\Micro Focus\InfoConnect.)

You can also select which Ribbon to use for a session.

To modify the ribbon used by a session

  1. With a session open in InfoConnect, from the Quick Access Toolbar, click .

  2. Under User Interface, click Manage Ribbon.

Customize the Classic MDI Menus and Toolbars

You can customize the menus and toolbars used by your InfoConnect Desktop sessions. You can set up sessions to share the same customized menus and toolbars or you can set up unique menus and toolbars for each session.

After you customize menus and toolbars for a session and save these settings, you can apply them to other sessions.

You can also import toolbars from Reflection 14 or Extra! sessions and then save them in InfoConnect .xumlfiles that can be applied to other sessions.

Note

For IBM sessions, only Extra! and InfoConnect Desktop toolbar files can be imported. For VT sessions, Extra!, InfoConnect Desktop, and Reflection 14 toolbar files can be imported.

Create or Modify Menus or Toolbars

To create or modify the Classic MDI menu or toolbar

  1. From the Classic MDI user interface, open a session document.

  2. Open the Settings window as follows:

    • For VT sessions, choose View Settings on the Setup menu.

    • For other types of sessions, choose Settings on the Options menu.

  3. In the Settings window, under User Interface, choose Manage Ribbon.

    In Classic sessions, the currently selected ribbon includes "Classic..." in the filename.

  4. Choose Modify the currently selected Ribbon file or Create a new Ribbon from an existing Ribbon file. (When you are using the Classic MDI user interface mode, these Ribbon settings are actually toolbar and menu settings.)

  5. If you choose to create a new Ribbon, select an alternate file with "Classic MDI UI" to use as your starting point.

    Note

    If you select one of the built-in files that is included in the installation folder, InfoConnect automatically creates an editable copy of the built-in file and saves the copy with your modifications to the CustomUI folder in your InfoConnect user data folder.

  6. Use the Classic UI Designer to modify the menu or toolbar items. Changes are saved to the currently selected Ribbon when you click OK.

Apply Menu and Toolbar Settings to a Session

You can duplicate toolbars and menus used in other sessions by applying these settings to a session.

To apply menu and toolbar settings to a session

  1. From the Classic MDI user interface, open a session document.

  2. Open the Settings window as follows:

    For VT sessions, choose View Settings on the Setup menu.

    For other types of sessions, choose Settings on the Options menu.

  3. Under User Interface, select Manage Ribbon.

  4. In the Manage Ribbon dialog box, click Select another Ribbon file and then select the file you want to apply to the session.

Note

After you apply toolbars to a session, you can show or hide the toolbars from a context menu that you open by right clicking on a toolbar area.

Import Toolbars and Menus into a Session

Menus and toolbars associated with Extra! and Reflection 14 sessions are automatically imported when you open and save these sessions. You can also import toolbars from these types of sessions into InfoConnect Desktop sessions. And you can import other InfoConnect Desktop toolbars into your sessions.

Note

For IBM sessions, only Extra! and InfoConnect Desktop toolbar files can be imported. For VT sessions, Extra!, InfoConnect Desktop, and Reflection 14 toolbar files can be imported.

To import toolbars

  1. In the Classic UI Designer Design View panel, select the Toolbars tab.

  2. Select Import.

  3. To import toolbars from another InfoConnect Desktop session, select the toolbar file for that session in the CustomUI folder in the user data folder location.

    Note

    The user data folder location is configurable using the Data Location tab during installation. The default is C:\Users\username\Documents\Micro Focus\InfoConnect.

  4. To import toolbars from Extra! sessions, browse to the folder that contains your toolbars and select the toolbar to import.

  5. To import Reflection 14 toolbars, select the session file that includes the toolbars to import or select a Reflection 14 toolbar file.

    Note

    All toolbar and menu settings are saved in InfoConnect Desktop .xuml files.