Customize Windchill Actions in Windows Explorer
You can add custom actions to the right-click actions menu in Windows Explorer when navigating under the Windchill Documents node.
You can customize actions for the following objects:
• Folders
• Documents
• Multi-document selections
In order to complete the following steps, the following prerequisites must be met:
• A Windchill server is available that supports this DTI customization framework (Windchill 10.2 M010+).
• A DTI plugin is installed on a client machine that also supports this customization framework.
Use the following steps to create customized actions in the right-click menu in Windows Explorer
Server-Side Steps
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Steps 1 and 2 can either be performed manually or using the Ant script located under the src and src_web folders in the following directory:
<Windchill>/prog_examples/DTI_Customization
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1. Compile DTICustomActionFormProcessor.java and ensure its class is available in the Windchill codebase under com\ptc\dti\customization\forms.
2. Ensure that the following JSP files are present in the codebase\netmarkets\jsp\customization directory:
dtiCustomAction.jsp
dtiCustomActionFolder.jsp
dtiCustomActionForMulti.jsp
dtiCustomActionStep.jsp
3. Add the following lines to codebase\config\actions\custom-actions.xml. Add the lines inside the <listofactions> node:
<objecttype name="customization" class=""
resourceBundle="com.ptc.windchill.enterprise.nativeapp.msoi.server.serverResource">
<action name="DTICustomAction">
<command class="com.ptc.dti.customization.forms.DTICustomActionFormProcessor"
method="execute" windowType="popup"
url="/netmarkets/jsp/customization/dtiCustomAction.jsp"/>
</action>
<action name="DTICustomActionStep">
<command windowType="popup" url="/netmarkets/jsp/customization/
dtiCustomActionStep.jsp"/>
</action>
<action name="DTICustomActionForMulti">
<command class="com.ptc.dti.customization.forms.
DTICustomActionForMultiFormProcessor"
method="execute" windowType="popup"
url="/netmarkets/jsp/customization/dtiCustomActionForMulti.jsp"/>
</action>
<action name="DTICustomActionFolder">
<command class="com.ptc.dti.customization.forms.DTICustomActionFormProcessor"
method="execute" windowType="popup"
url="/netmarkets/jsp/customization/dtiCustomActionFolder.jsp"/>
</action>
</objecttype>
resourceBundle="com.ptc.windchill.enterprise.nativeapp.msoi.server.serverResource">
<action name="DTICustomAction">
<command class="com.ptc.dti.customization.forms.DTICustomActionFormProcessor"
method="execute" windowType="popup"
url="/netmarkets/jsp/customization/dtiCustomAction.jsp"/>
</action>
<action name="DTICustomActionStep">
<command windowType="popup" url="/netmarkets/jsp/customization/
dtiCustomActionStep.jsp"/>
</action>
<action name="DTICustomActionForMulti">
<command class="com.ptc.dti.customization.forms.
DTICustomActionForMultiFormProcessor"
method="execute" windowType="popup"
url="/netmarkets/jsp/customization/dtiCustomActionForMulti.jsp"/>
</action>
<action name="DTICustomActionFolder">
<command class="com.ptc.dti.customization.forms.DTICustomActionFormProcessor"
method="execute" windowType="popup"
url="/netmarkets/jsp/customization/dtiCustomActionFolder.jsp"/>
</action>
</objecttype>
4. Add following lines to codebase\config\actions\custom-actionsModels.xml. Add the lines inside the <actionModels> node.
<actionmodels>
<model name="DTI.Explorer.Document.MultiSelect.Custom.RMB">
<action name="DTICustomActionForMulti" type="customization"/>
<!-- DTI Custom Multi-Select Action -->
</model>
<model name="DTI.Explorer.Document.SingleSelect.Custom.RMB">
<action name="DTICustomAction" type="customization"/>
<!-- DTI Custom Action -->
</model>
<model name="DTI.Explorer.Folder.SingleSelect.Custom.RMB">
<action name="DTICustomActionFolder" type="customization"/>
<!-- DTI Custom Folder Action -->
</model>
</actionmodels>
<model name="DTI.Explorer.Document.MultiSelect.Custom.RMB">
<action name="DTICustomActionForMulti" type="customization"/>
<!-- DTI Custom Multi-Select Action -->
</model>
<model name="DTI.Explorer.Document.SingleSelect.Custom.RMB">
<action name="DTICustomAction" type="customization"/>
<!-- DTI Custom Action -->
</model>
<model name="DTI.Explorer.Folder.SingleSelect.Custom.RMB">
<action name="DTICustomActionFolder" type="customization"/>
<!-- DTI Custom Folder Action -->
</model>
</actionmodels>
5. Restart the Windchill server.
Client-Side Steps
Either manually copy wtCustomExplorerActions.xml from
<Windchill>/prog_examples/DTI_Customization/src_web/com/ptc/windchill/
enterprise/nativeapp/msoi/client/custom
enterprise/nativeapp/msoi/client/custom
to the following location:
<Windchill>/codebase/com/ptc/windchill/enterprise/nativeapp/msoi/client/custom
Or run the Ant script located under the src and src_web folders under <Windchill>/prog_examples/DTI_Customization.
Implementation Example
The following example adds a New Link action to Windows Explorer.
1. Add the following lines to <Windchill>\codebase\config\actions\custom-actionsModels.xml:
<model name="DTI.Explorer.Folder.SingleSelect.Custom.RMB">
<action name="add_link" type="bookmark" /> < !-- New Link -->
</model>
<action name="add_link" type="bookmark" /> < !-- New Link -->
</model>
2. Add the following lines to <Windchill>\codebase\com\ptc\windchill\enterprise\nativeapp\msoi\client\custom\wtCustomExplorerActions.xml:
<command key="add_link">
<action serverAction="bookmark.add_link" type="WIZARD"/>
</command>
<action serverAction="bookmark.add_link" type="WIZARD"/>
</command>
3. Restart the method server.
4. Close Windows Explorer and stop WTWindows.exe.
5. Restart Windows Explorer and connect to the Windchill server.