Removing the Links on the Folder Browsing Page for Individual Projects

When reports, documents, and HTML documents are displayed on the Folder Browsing page, links are available by default for Edit, Subscriptions, Send Now, Export, and PDF. These links are available in both folder browsing modes— List View and Icon View.

In this customization scenario, you remove the Export and PDF links— for both the List View and Icon View folder browsing modes— when the MicroStrategy Tutorial project is accessed. If any other project is accessed, all of the default links are displayed.

Other customization scenarios, such as Modifying the Look and Feel of the List View for Folder Contents on Folder Browsing Pages and Removing Folder Description on Folder Browsing Pages such as Shared Reports or My Reports Pages, illustrate how to implement changes across all projects to which MicroStrategy Intelligence Server is connected. This scenario illustrates how to implement changes for one specific project.

Before customization (List View):

After customization (List View):

Before customization (Icon View):

After customization (Icon View):

This customization can be accomplished using either of the following methods:

• Deploying the plug-in provided with MicroStrategy SDK  

• Using the Web Customization Editor to create a plug-in

Deploying the plug-in provided with MicroStrategy SDK

MicroStrategy SDK provides a plug-in (ZIP file) that can simply be extracted to thepluginsfolder to view the customization in MicroStrategy Web. The following steps guide you in locating the plug-in and deploying it.

1. Access the plug-in: JSP version or ASP .NET version.  

2. Extract the plug-in to the plugins subfolder inside the MicroStrategy Web installation folder.    

3. Launch MicroStrategy Web to view the customization.

Using the Web Customization Editor to create a plug-in

MicroStrategy SDK provides a Web Customization Editor that can be used to create a customization plug-in. The following steps guide you in creating the plug-in and deploying it. 

1. Launch the Web Customization Editor.  

2. Click on MicroStrategy Web Configuration inside the Application Settings view to expand the hierarchical tree. The expanded list comprises the different settings that can be modified to perform customizations.  

3. Click on Styles to expand the list of styles used in MicroStrategy Web.  

4. Right-click FolderStyleList and select Duplicate. This creates a duplicate style called CopyOfFolderStyleList that opens in the Style Properties editor in the right frame.  

5. Right-click CopyOfFolderStyleList and select Rename.  

6. Enter CustomFolderStyleList in the text field and click OK.  

7. Click Edit Layout in the Style Properties editor (under Style Layouts tab) to edit the layout definition file, FolderListLayout.xml.  

8. Click Yes in the prompt. FolderListLayout.xml opens for editing.  

9. Remove the Export and PDF links by deleting the code shown in bold below.:

   <mstrlayout:if name="isActionsTabAvailable">

      <mstrlayout:then>

         <td style="whitespace:nowrap">

            <mstrlayout:slot name="actionButtons">

            <mstrlayout:render name="PDFExport">

               <mstrlayout:argument list="FolderObjects" type="com.microstrategy.web.objects.WebObjectInfo"/>

               <mstrlayout:argument type="boolean" value="false"/>

            </mstrlayout:render>

            <mstrlayout:render name="Export">

               <mstrlayout:argument list="FolderObjects" type="com.microstrategy.web.objects.WebObjectInfo"/>

               <mstrlayout:argument type="boolean" value="false"/>

            </mstrlayout:render>

            ...

            ...

   ...

   ...

10. Save your changes.  

11. Navigate back to MicroStrategy Web Configuration->Styles.  

12. Right-click FolderStyleIcon and select Duplicate. This creates a duplicate style called CopyOfFolderStyleIcon that opens in the Style Properties editor in the right frame.  

13. Right-click CopyOfFolderStyleIcon and select Rename.  

14. Enter CustomFolderStyleIcon in the text field and click OK.  

15. Click Edit Layout in the Style Properties editor (under Style Layouts tab) to edit the layout definition file, FolderIconLayout.xml.  

16. Click Yes in the prompt. FolderIconLayout.xml opens for editing.  

17. Remove the Export and PDF links by deleting the code shown in bold below. Since the Icon View is structured in two columns, there are two instances of the nodes for Export and PDF links. Delete both of them.:

    </mstrlayout:else>

        </mstrlayout:if>

            <mstrlayout:render name="SendNowInfo">

                <mstrlayout:argument list="FolderObjects" type="com.microstrategy.web.objects.WebObjectInfo"/>

                <mstrlayout:argument type="boolean" value="true"/>

            </mstrlayout:render>

            <mstrlayout:render name="Export">

                <mstrlayout:argument list="FolderObjects" type="com.microstrategy.web.objects.WebObjectInfo"/>

                <mstrlayout:argument type="boolean" value="true"/>

            </mstrlayout:render>

            <mstrlayout:render name="PDFExport">

                <mstrlayout:argument list="FolderObjects" type="com.microstrategy.web.objects.WebObjectInfo"/>

                <mstrlayout:argument type="boolean" value="true"/>

            </mstrlayout:render>

            </mstrlayout:slot>

    ...

    ...

18. Save your changes.  

19. Navigate to Pages->shared (Shared Reports).  

20. Double-click shared (Shared Reports) to launch the Basic Properties editor in the right frame.  

21. Click Template Properties tab at the bottom.  

22. Right-click the content page section and select Edit current file.  

23. Click the Yes button in the prompt to edit Folder_Content.jsp/ascx.  

24. Make the following changes specified below.:

    J2EE environment:

    Replace <web:displayGuiComponent name="folder_browser"/> with the following code.

    <web:ifConnectionValue property="projectName" value="MicroStrategy Tutorial">

       <web:then>

           <web:ifFeature name="folderViewMode" type="preference" value="FolderStyleList">

               <web:then>

             <web:displayGuiComponent name="List_folder_browser"/>

               </web:then>

               <web:else>

             <web:displayGuiComponent name="Icon_folder_browser"/>

               </web:else>

           </web:ifFeature>

       </web:then>

       

       <web:else>

         <web:displayGuiComponent name="folder_browser"/>

       </web:else>

    </web:ifConnectionValue>

    .NET environment:

    Replace <web:displayGuiComponent runat="server" name="folder_browser"/> with the following code.

    <web:ifConnectionValue runat="server" mproperty="projectName" value="MicroStrategy Tutorial">

       <web:mthen runat="server">

           <web:ifFeature runat="server" name="folderViewMode" type="preference"

    value="FolderStyleList">

               <web:mthen runat="server">

             <web:displayGuiComponent runat="server" name="List_folder_browser"/>

               </web:mthen>

               <web:melse runat="server">

             <web:displayGuiComponent runat="server" name="Icon_folder_browser"/>

               </web:melse>

           </web:ifFeature>

       </web:mthen>

       <web:melse runat="server">

         <web:displayGuiComponent runat="server" name="folder_browser"/>

       </web:melse>

    </web:ifConnectionValue>

25. Save your changes.  

26. Click New in the Display Components section of the Template Properties editor.  

27. Enter List_folder_browser in the text field for Component Name.  

28. Select fb from the drop-down menu for Web bean associated with this component.  

29. Click Next.  

30. Enter CustomFolderStyleList in the text field for Style associated to this component.  

31. Click Next.  

32. Click Finish.  

33. Save your changes.  

34. Click New in the Display Components section of the Template Properties editor.  

35. Enter Icon_folder_browser in the text field for Component Name.  

36. Select fb from the drop-down menu for Web bean associated with this component.  

37. Click Next.  

38. Enter CustomFolderStyleIcon in the text field for Style associated to this component.  

39. Click Next.  

40. Click Finish.  

41. Save your changes.  

42. Navigate to Pages->my (My Reports).  

43. Double-click my (My Reports) to launch the Basic Properties editor in the right frame.  

44. Click Template Properties tab at the bottom.  

45. Right-click the content page section and select Choose a new file.  

46. Navigate to Folder_Content.jsp/ascx inside the customization plug-in folder (example: plugins/pluginName/jsp or plugins/pluginName/asp) and click Open.  

47. Save your changes.  

48. Click New in the Display Components section of the Template Properties editor.  

49. Enter List_folder_browser in the text field for Component Name.  

50. Select fb from the drop-down menu for Web bean associated with this component.  

51. Click Next.  

52. Enter CustomFolderStyleList in the text field for Style associated to this component.  

53. Click Next.  

54. Click Finish.  

55. Save your changes.  

56. Click New in the Display Components section of the Template Properties editor.  

57. Enter Icon_folder_browser in the text field for Component Name.  

58. Select fb from the drop-down menu for Web bean associated with this component.  

59. Click Next.  

60. Enter CustomFolderStyleIcon in the text field for Style associated to this component.  

61. Click Next.  

62. Click Finish.  

63. Save your changes.  

64. Launch MicroStrategy Web to view the customization.

See Also

• Fundamentals of Customization: Data Presentation, Styles and Layout Definitions  

• Additional Application Settings: Using Web Features  

• Scenarios: Cosmetic Changes for Look and Feel: Removing Folder Description on Folder Browsing Pages such as Shared Reports or My Reports Pages