Working with M3 Personalization Manager
If you are using M3 UI Adapter 10.3.0.0 and later, the Personalization Manager tool will launch the web-based Administration Tools of M3 UI Adapter. After you launch the tool, select the Personalizations tab. See Using the Personalizations tool in the M3 Core Administration Guide.
The M3 Personalization Manager tool can be used by Infor Smart Office administrators to manage personalizations (customizations) to M3 forms that were created by Infor Smart Office users.
This topic describes these tasks:
- Viewing personalizations created by roles and users
- Copying personalizations to (and from) roles and users
- Deleting personalizations that are no longer needed
- Exporting personalizations to Microsoft Excel
Configuring folder locations
The location for personalization forms is determined when M3 UI Adapter is installed.
The installer specifies one location where all M3 forms data should be saved. Personalization folders, folders for view definitions, language files, and so on, are all stored in this location.
Launching M3 Personalization Manager
On Navigator, M3 Personalization Manager is available from the Administration Tools menu group. Double-click to launch. You will be on the Personalization Manager main interface screen.
The first time you launch the Personalization Manager, you must select the library for the personalizations you want to view. After the first launch, you will be in the folder containing the personalizations you most recently viewed.
Selecting the library for the personalizations you want to view
You can change to any folder to which you have access by clicking the Select Folder icon in the top-right of the Personalization Manager screen.
Changing the default tab
By default, when Personalization Manager launches, you are on the Personalization tab. You can change the default. Right-click the tab that you want to be open by default when Personalization Manager launches and then click Set as Default.
Viewing personalizations
Several tabs are available for viewing personalizations. Depending on the folder level you have selected, you will see personalizations for all users or selected users. Personalization Manager uses tabs to organize display of personalizations. Filtering can be used to further refine a list and make it more manageable.
- Personalization tab: Click on this tab to view a list of personalizations organized alphabetically by type of personalization. For example, click in the left pane to view Conditional Styles, Hyperlinks, Shortcuts and so on. You can drill into an item in the right pane to see more details or use filtering to navigate through the list.
- Application tab: This tab lists personalizations by the application for which they were created. You can click each application to view the specific personalizations. Use filtering to navigate through the list.
- Role/User tab: This tab lists personalizations that have been made to selected roles or
users. When All roles/users is selected, the left pane lists role or user IDs. The right
pane shows personalizations by each role or user.
You can click any item in the right pane to view more details about a personalization.
Click a role or user name in the left pane to view personalizations for just that role/user. Use filtering to navigate through the list.
Filtering a list
You can further refine a list from its default view on a tab by filtering. For example, if you are on the Role/User tab and want to see only personalizations made to a particular program, you can type the program name in the Application filter box. The list will automatically move to the program you specified.
Copying personalizations to another role or user
You can make a personalization available to another role or user by copying it.
With the personalization you want to copy selected, click on the bottom-right of the screen. At the prompt, click the role or user that should have the new role and then click Copy. If a confirm dialog box appears, accept it. The new role or user will now have the new personalization.
To assign all personalizations created by a user or role, select the user name in the left pane and then click .
You can use the other tabs to help locate a personalization you want to copy. For example, you could use the Application tab to locate a personalization. With the personalization selected, click the Role/User tab and then select the role/user that should have the new personalization.
Deleting personalizations
You can also delete a personalization.
With the personalization you want to delete selected, click on the bottom of the screen. If a confirm dialog box appears, accept it. The personalization will be deleted.
To delete all personalizations created by a role or user, select the role or user name in the left pane and then click .
You can also delete all personalizations created for an application. Select the application on the Application tab and then click the Delete button.
Exporting (copying) personalizations to Microsoft Excel
To print a personalization, send personalization information to another user, or if you prefer to view information in a spreadsheet format, you can export lists of personalizations to Excel.
With the personalizations you want to export selected, click the Export to Excel button on the bottom of the screen. If a confirm dialog box opens, select it. The personalizations will automatically be exported to Excel. Excel will open so you can view the output. (Remember to save your Excel spreadsheet before you close it.)
The Export to Excel feature is for viewing personalizations only. Exported personalizations can also be sent back to Infor Smart Office for import.
Refreshing the list view
When you are working in Personalization Manager, you can click the Refresh button at any time to see personalizations that have been created or updated since you opened Personalization Manager.