Add a Custom Menu

Use this procedure to add a custom menu.

Cobra allows you to create and access applications and functions that you frequently need through custom menu items. You can access these custom menu items in Cobra through a tab. The tab name depends on the custom menu name that you define in PPM Administrator. Adding a custom menu with custom menu items in PPM Administrator will display and enable that custom menu tab in Cobra.

For example, assume you want to run a query to export Cobra data to a data warehouse. Use "Custom" as the custom menu tab name and "Export to data warehouse" as the custom menu item.

To add a custom menu:

  1. In the Navigation pane, click ADMINISTRATION > Custom Menu.
    The Custom Menu Detail View displays by default.
  2. At the upper right part of Custom Menu Detail View, click + New Custom Menu.
    You can also add a custom menu from the Custom Menu List View, which you can access by clicking at the upper right part of the form.
    Note: You can only add one custom menu. If there is already a custom menu in the list, the +New Custom Menu becomes disabled.
  3. In the Custom Menu Name field, enter the name for the custom menu.
    Using the example above, enter Custom.
  4. Add a custom menu item.
    Using the example, enter Export to data warehouse. You then need to select a command type and enter a query to extract Cobra data and import it into the data warehouse.
  5. When you are done, click Save.

    When you log into Cobra, you will see a new custom menu tab named Custom. When you select that tab, you will see the new custom menu option named Export to data warehouse.