Configuring PC menu customization policies

PC menu customization policies enable the self-service center to display different custom navigation trees for PC users based on the user group. The user groups manage user privileges hierarchically.

One user group can be associated with only one PC menu customization policy. One PC menu customization policy can be associated with multiple user groups.

Menu customization policies include the following:

• Default policy—When a user group is not associated with any menu customization policy, the default policy applies to the user group. The default policy can be modified but cannot be deleted.

• Self-defined policies—Used to customize menus in the self-service center for PCs based on the user group.

1. Click the User tab.

2. From the navigation tree, select User Access Policy > Customize Terminal Pages > Self-Service Page.

3. Click the PC Menu tab.

   Menu customization policy list contents

   • Policy Name—Name of the menu customization policy.

   • Modify—Click the Modify icon to modify the menu customization policy.

   • Delete—Click the Delete icon to delete the menu customization policy.

1. Access the menu customization policy list.

2. In the Query PC Menu Customization Policies area, specify one or more of the following query criteria:

   • Policy Name—Enter a partial or complete name of the menu customization policy.

   • User Group—Click the User Group icon next to this field, select a user group, and click OK.

   The query ignores empty fields.

3. Click Query. The list shows all menu customization policies that match the query criteria.

   Click Reset to clear the query criteria. The list shows all menu customization policies in UAM.

1. On the menu customization policy list, click Add.

2. In the Policy Name field, enter a unique menu customization policy name.

3. In the Menu List area, select menus as needed.

   Perform the following actions to aid your selection:

   • Click the Expand all icon to expand all menus.

   • Click the Fold all icon to collapse all menus.

   • Click the Select all icon to select all menus in the list.

   • Click the Clear all icon to clear all selected menus.

   The navigation tree includes the following primary menus:

   • User Information (Level-2 menu includes Query User Information, Update User Information, and Modify Password. Update User Information allows users to modify personal information after logging in to the self-service center. Operators can customize the information that can be modified by selecting the corresponding options.)

   • Asset Maintenance (displayed only when the EAD component is installed)

   • Self-Service Lobby

   • Trouble Management

   • Guest Management

   • Endpoint Management

   	NOTE: To display the Guest Management menu in the self-service center, make sure the following conditions are met: The menu customization policy includes the Guest Management menu and its submenus. Guest managers belong to the user group associated with the menu customization policy. A guest manager logs in to the self-service center.

4. In the User Group List area, select user groups to be associated with the menu customization policy. You can click the Expand all or Fold all icon to expand or fold all menus.

   With the Include Parent and Subgroups option selected, selecting a user group also selects its parent group and subgroups.

5. Click OK.

   The new menu customization policy is added to the list.

1. On the menu customization policy list, click the Modify icon for a policy.

2. Modify the policy parameters. For more information, see "Adding a menu customization policy."

3. Click OK.

1. On the menu customization policy list, click the Delete icon for a policy.

   A confirmation dialog box opens.

2. Click OK.