Add a Custom Menu Item

Use this procedure to add a custom menu item to 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 item:

  1. In the Navigation pane, click ADMINISTRATION > Custom Menu.
    The Custom Menu Detail View displays by default.
  2. On the Custom Menu Detail View, click * New Custom Menu Item below the Custom Menu Items grid.
    The * New Custom Menu Item is only enabled when there is an existing custom menu. In the example, the custom menu is called Custom.

    You can also add a custom menu item from the Custom Menu List View, which you can access by clicking at the upper right part of the form.

  3. In the New Custom Menu Item dialog box, complete the necessary fields.
    Using the example above, in the Name field, enter Export to data warehouse. In the Command Type drop-down list, select SQL Script. In the Command field, enter a query to extract Cobra data and import it into the data warehouse.
  4. 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.