How to customize Help link

For the workcenter site which looks like this:
web.site.fqdn.com/.../tmtrack.dll
my customer asked me to change the "Help" menu link from:
docs.microfocus.com/.../SBM_Work_Center
to:
a custom link to a .pdf page they want their customers to see instead of the default SBM documentation page link.

How do I go about customizing where the Help link leads to?

The way you get to the Help menu is by clicking on your avatar picture in the upper-right corner of the SBM workcenter site > Help.

I am running SBM 12.1 on Windows Server 2016 currently.

Thanks

  • Verified Answer

    +1  

    Hello Joshua. In general, the UI of SBM is customizable. The interface is driven by templates and strings that can be modified. The templates and some strings are subject to being reset upon upgrades. If you decide to go down this road, I recommend version controlling the templates and a dump of the strings in a version control tool (PVCS Version Manager, Dimensions CM, ...) and creating a branch for each release you customize. That will better enable you to merge in your customizations with your future releases of SBM.

    1. To get started, identify the template by inspecting the page in your browser and finding the template file name or javascript, or some other unique comment (like "Global Search Bar")
    2. Locate that file on disk (using a tool that can search the installation tree for the reference). Typically, this would be Application Engine\template....
    3. In your case, this would be "Application Engine\template\shell\swc\swc\userSetting.html"
    4. Plan your changes to the file (in your case, change the hard coded URL).
    5. Stop the SBM services.
    6. Make a backup of the file (preferably outside of the SBM installation tree)
    7. Use the SBM System Administrator to Put Files into the database.
    8. Start the services.
    9. Test your changes.

    OpenText Professional Services can assist with these types of changes. Support can only provide basic assistance. And you will need to be prepared to roll back your customizations if they may be leading to other issues you may be researching with Support.

  • 0 in reply to   

    Thanks, that userSetting.html file was exactly where I needed to Go. I did a word-search for "help" and found the URL to change, followed by the SBM System Administrator step to keep the changes in place.