Personalize Toolbars and Menus on Windows

Toolbars consist of buttons that execute commands and dividers that help you organize the buttons. In Windows, there are many ways to personalize toolbars. For example, you can create, rename, hide, and modify toolbars or buttons. You can also rearrange or delete toolbars and buttons that you create.

Menus consist of commands, submenus, and separators. As with toolbars and buttons, you can create, rename, hide, and modify menus. You can also rearrange or delete menus and menu items that you create.

You personalize toolbars and menus in the Menu Editor. The names of modified items are formatted to indicate which items were created, modified, or hidden, and which items are unsaved, as shown in Menu Editor Options.

Menu Editor Options

Change Customization Sets

JMP gives you the flexibility to specify which users see your customized toolbars and buttons. Your changes are saved in a text file with the .jmpcust extension called a customization set. By default, your customizations are shown only to the current user; other users who log on to the computer and open JMP do not see your personal toolbars and menus.

All customization sets include the built-in JMP buttons and menus. You can also base customization sets on other customization sets. For example, you might create a new customization set that shows the JMP add-in menus and toolbars along with your modifications.

When you modify the Current user customization set, JMP creates a backup file of the set. The file is located in your Windows Users folder within the JMP, JMPPro, or JMPSW folder.

C:\Users\<user name>\AppData\Roaming\SAS\JMP\<version number>\

When you modify the All users customization set, JMP creates a backup file of the set. The file is located in the Windows All Users folder within the JMP, JMPPro, or JMPSW folder.

C:\Users\All Users\SAS\JMP\<version number>\

The All Users folder does not appear when you try to browse for it, so you must type the path into the Windows Explorer address field.

Note: To find the customization set files in Windows Explorer, show all hidden files in the Windows Explorer Folder Options. See your operating system documentation for details.

To change the customization set

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	Click Change.

When you try to change the customization set, and changes to the selected set are not saved, you are prompted to save the changes. Click Save Changes.

3.	Select the customization set in the Customization Set to Modify area. (By default, changes apply only to the Current user customization set.) Customization Set Options describes the options.

4.	(Optional) To change the set on which the selected customization set is based, select the set in the Starting Set area. (Not available for the All users customization set.) Customization Set Options describes the options.

Click OK.

Customization Set Options
Customization Set to Modify
Current User	Only you see the changes. The customization file is called usercust.jmpcust. Modifying this file manually might cause unexpected results.
All users	All users who open JMP on the computer see the changes. The customization file is called admincust.jmpcust.
JMP Add-In	Those who use the selected JMP Add-in, and select JMP Add-In customizations as the Starting Set, see the changes. When you modify the customization set for a disabled add-in, those changes do not appear until you enable the add-in.
Other file	Changes appear when the selected .jmpcust file is chosen as the customization set. You create this file in a text editor.
New	Changes appear when this new customization is selected. (After you make your changes, click Save to name the new file in the selected folder.)
Starting Set
JMP built-in items	The selected customization set is based on the default JMP toolbars and menus. (Applies to all customization sets and cannot be deselected.)
All Users customizations	The selected customization set is based on the All users customization set. (Available for the Other file or New customization sets. Cannot be deselected from the Current user customization set.)
JMP Add-In customizations	The selected customization set is based on the JMP Add-In customizations. The add-in customizations are typically installed with the add-in. (Available for all customization sets except for All users.)
Current User customizations	The selected customization set is based on the Current user customization set. (Available only for Other file and New customization sets.)

Create Toolbars

JMP includes toolbars that you can add new buttons to, or you can create your own toolbars. By default, the JMP window type determines which bars appear. For example, the File_Edit toolbar is in all windows. In data tables, the Data Tables toolbar also appears. JMP Toolbars describes the toolbars.

JMP Toolbars
File_Edit	Shows icons for commands found in the File and Edit menus.
Analyze	Shows icons for commands found in the Analyze menu.
Graph	Shows icons for commands found in the Graph menu.
Tools	Shows icons of tools that you can click and use as your cursor. In some windows, the toolbar is hidden. A blue line appears instead. Place your cursor over the blue line to show the toolbar.
Data Table List	Shows a list of open data tables. You select a data table in this list to make it the current table. Note that the current table is not necessarily the front window. To bring a table (or any window) to the front, select its name from the list in the Window menu.
Tables	Shows icons for commands in the Tables menu.
DOE	Shows icons for commands in the DOE menu.
SAS	Shows icons for accessing and browsing SAS data and folders, opening SAS Query Builder, creating a new SAS program, submitting data to SAS, opening the SAS log window and output window, and viewing server connections.
Home	Shows frequently used icons from the File menu.
Application Builder	Shows icons for commands in Application Builder.
Data Table	Shows icons for performing common tasks in a data table, such as opening the Data Filter, Fit Model, and Recode windows.
Script Editor	Shows icons for running, debugging, and reformatting scripts.
Report	Shows icons for opening the Local Data Filter, Column Switcher, and saving a script to the data table.

Create your own toolbars for frequently used commands that are not included in the default toolbars. You assign a command to the button and can add other properties such as shortcut keys, icons, and JMP Scripting Language (JSL) scripts.

When you want to create a toolbar based on an existing toolbar, make a copy of the existing toolbar and then change settings as necessary. See Copy and Paste Menus, Menu Items, Toolbars, and Buttons for details.

Step 1: Create the Toolbar

1.	Select View > Customize > Menus and Toolbars.

The Toolbars list appears on the left.

2.	(Optional) Change the customization set to control which users see your customizations. See Change Customization Sets for details.

3.	With the Menu Editor still opened, right-click one of the toolbars, such as File_Edit.

Select any toolbar, because all new toolbars appear at the end of the Toolbars list.

4.	Select New Toolbar.

The toolbar is inserted at the end of the list. The toolbar includes an untitled button, because all toolbars must have at least one button.

Step 2: Specify the Caption and Internal Name

Toolbars have several basic properties:

•	The caption appears in the View > Toolbars list, which lets you show or hide the toolbar. Give each toolbar a unique name. JMP merges toolbars with the same name after you close and reopen the Menu Editor.

•	The internal name, which is case insensitive. JMP identifies the location of an item by its internal name rather than its caption.

To specify these toolbar properties, follow these steps:

1.	With the Menu Editor still opened, select the toolbar.

The General properties appear on the right.

2.	Enter the internal name next to Internal name.

3.	Enter a unique name for the toolbar or button in the Caption box.

4.	(Optional) To specify the translation for the caption, do the following:

‒	Click the Localize button for the item that you want to customize.

‒	Select the language.

‒	Enter the translation next to Text.

‒

Click OK.

5.	(Optional) Click Hidden to keep the toolbar hidden after creation.

6.	Customize the untitled button as described in Create Menu Items and Toolbar Buttons.

7.	Click Save to save your changes.

Create Main Menus

Add your own menu items to the main menu bar in JMP. These menus appear before or after menus such as File, Edit, and Tables. An untitled command is inserted automatically in the menu, because all menus must have at least one command.

When you want to create a main menu based on an existing menu, make a copy of the existing menu and then change settings as necessary. See Copy and Paste Menus, Menu Items, Toolbars, and Buttons for details.

To create a main menu

1.	Select View > Customize > Menus and Toolbars.

The Main Menu list appears on the left.

2.	(Optional) Change the customization set to control which users see your customizations. See Change Customization Sets for details.

3.	Right-click the menu next to which you want to add a new menu.

4.	Select Insert Before or Insert After.

An untitled menu and a menu item are added to the list.

5.	Complete Step 2: Specify the Caption and Internal Name to rename the main menu.

6.	Customize the menu item as described inCreate Menu Items and Toolbar Buttons.

7.	Click Save to save your changes.

Create Menu Items and Toolbar Buttons

Menus consist of the following menu items:

•	Commands are the items that you click to execute a command (such as Data Table and Script).

•	Submenus are menu items that you click to reveal more menu options. An example of submenu is New inside the top-level File menu. New is also a submenu because it contains commands (such as Data Table and Script).

•	Separators () are lines that divide or group commands and submenus.

The button on a toolbar is considered a type of command, so you also complete the following steps to create new toolbar buttons.

When you want to create a menu item or button based on an existing item, make a copy of the existing item and then change settings as necessary. See Copy and Paste Menus, Menu Items, Toolbars, and Buttons for details.

Step 1: Create a New Menu Item or Button

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	(Optional) Change the customization set to control which users see your customizations. See Change Customization Sets for details.

3.	Right-click where you want to add the menu item or button.

A list of possible locations appears.

4.	Select Insert Before or Insert After.

The Specify Type window appears.

Specify Type Window

5.	Do one of the following:

‒	To create a button, select Command.

‒	To create a menu within a menu, select Submenu. (Not available for buttons.)

‒	To create divider between menu items or toolbar buttons, select Separator.

Click OK.

The new untitled button, submenu, or separator is added.

Step 2: Specify the Caption, Tooltip, and Internal Name

Buttons have several basic properties:

•	The caption appears in the View > Toolbars list, which lets you show or hide the toolbar. Give each toolbar a unique name. JMP merges toolbars with the same name after you close and reopen the Menu Editor.

•	The tooltip appears when you place the cursor over a menu item or button.

•	The internal name, which is case insensitive. JMP identifies the location of an item by its internal name rather than its caption.

Submenu items include many of the same General properties as buttons, except that submenu items do not have tooltips.

To specify these properties, follow these steps:

1.	With the Menu Editor still opened, select the menu item or button.

The General properties appear on the right.

2.	Enter the internal name next to Internal name.

3.	Enter a unique name for the menu item or button in the Caption box.

4.	Enter a description for button in the Tip box.

5.	(Optional) To specify the translation for the caption or tip, do the following:

‒	Click the Localize button for the item that you want to customize.

‒	Select the language.

‒	Enter the translation next to Text.

‒

Click OK.

6.	Customize the untitled button or menu item as described in the following procedure.

Step 3: Assign Functionality

Clicking a menu item or button either executes a predefined command or runs a JSL script. The script can be stored in a separate file, or you can enter the JSL in the Run this JSL area of the Menu Editor. If users have access to a central location, such as a network, you typically want to run the script from that location. This also simplifies giving users access to updated scripts. Otherwise, store the JSL in the menu item or button definition.

To associate a menu item or button with an add-in JSL script, you have two options:

•	Select Run JSL in this file, and then browse to find the external file.

•	Type the relative path to the JSL script, and select the add-in from the Use add-in home folder list. For example, the following command runs the mds_application.jsl script from the selected add-in:

$ADDIN_HOME(com.jmp.mdswithr)\mds_application.jsl

In addition, you can select Use the “Here” namespace for unqualified JSL variable names if you include namespaces in the internal or external JSL script. See the Scripting Guide book for details about namespaces.

To assign this functionality, follow these steps:

1.	With the Menu Editor still opened, select the menu item or button that you want to modify.

The Action properties appear on the right.

2.	Select the action that you want to execute.

3.	To run an internal JSL script, delete the placeholder text print(“Not implemented.”); in the Run this JSL area and enter the JSL.

4.	(Optional) If your internal or external JSL script includes namespaces, click Use the “Here” namespace for unqualified JSL variable names.

5.	Click Save to save your changes.

Step 4: Show an Icon on the Menu Item or Button (Optional)

New menu items have no icon next to the item. New buttons show up as blue squares on the toolbars. You can assign a descriptive icon to the menu item or button. The graphic can reside on your computer or in an add-in folder. .ico, .png, .jpg, and .bmp graphics are supported.

Assigning an icon to a button is particularly important. Otherwise, the user must view the button’s tooltip to see what the button does.

To show an icon on the menu item or button, follow these steps:

1.	With the Menu Editor still opened, select the menu item or button.

The Icon properties appear on the right.

2.	Select one of the following options:

None

Select this option to show a blue square instead of an icon.

Built-in icon

Select this option to show an icon that JMP provides, and then select the icon from the list.

Use image from file

Select this option to show an image that you created. Click Browse, select the graphic, and then click OK. You can also use an icon defined in an add-in. Select Use add-in home folder, and then select the add-in.

3.	Click Save to save your changes.

Step 5: Assign a Shortcut Key (Optional)

A shortcut key executes an action so that you do not have to select the menu item or click the button on the toolbar. This option is also helpful when the button’s toolbar is not shown, but you still want to execute the action.

Shortcuts begin with CTRL, CTRL+SHIFT, CTRL+ALT and end with a number, letter, or symbol that appears on the keyboard. The Function keys (such as F1) are also supported. Many CTRL + letter and Function shortcuts are already assigned in JMP, but you can reassign them to your buttons if you want.

Shortcut keys appear in menus next to each menu item.

To assign a shortcut key, follow these steps:

1.	With the Menu Editor still opened, select the menu item or button.

The Shortcuts properties appear on the right.

2.	Do one of the following:

‒	To assign a new shortcut, click in the New shortcut area and press the shortcut keys. If the keystrokes then appear in the Currently assign to box, press another combination of shortcut keys. (You do not have to delete the keystrokes before pressing the shortcut keys.)

‒	To change a shortcut that you previously specified, click Remove, click in the New shortcut area and press the shortcut keys.

3.	Click Assign.

The shortcut appears in the Current shortcuts list.

4.	Click Save to save your changes.

To remove a shortcut, select the shortcut and click Remove.

Rearrange Toolbars

On Windows, there are two ways to rearrange toolbars:

•	To rearrange toolbars quickly for the current user, drag the toolbar above, below, to the left, or to the right of the adjacent toolbar.

•	To specify the new location rather than drag the toolbar, right-click the toolbar and select a position from the Location menu. This method lets you move toolbars to the top or bottom of the window. You can also position the toolbars vertically on the left or right side of the window.

In some windows, the toolbar is hidden by default. Specifying a new location shows the toolbar in all windows of that type. On Windows, you can change the toolbar preferences to always show toolbars. See Windows Specific in JMP Preferences

To drag a toolbar

1.	Click the left corner of the toolbar until the Move cursor appears.

2.	Drag the toolbar to the new location. When a toolbar is too wide to show completely, click the arrow to show all of the buttons, as shown in Expanding a Toolbar.

Expanding a Toolbar

To position the toolbar

1.	Right-click the toolbar that you want to move.

2.	Select Location, and then select the new position.

Note: After you move a toolbar to the left, right, or bottom positions, you can add other toolbars to the same position. For example, you might relocate the File_Edit toolbar to the right side of the JMP window. To add other toolbars on the right side, right-click the bar and select the toolbar that you want to add.

Copy and Paste Menus, Menu Items, Toolbars, and Buttons

Copying existing items is a shortcut to creating new items in a menu or toolbar. This option lets you change only a few settings in the new item when possible.

To copy and paste menus and menu items

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	(Optional) Change the customization set to control which users see your customizations. See Change Customization Sets for details.

3.	Right-click the menu or menu item that you want to copy and select Copy.

4.	Right-click the menu or menu item before, after, or into which the item will appear and select Paste.

One of the following occurs:

‒	A list of possible locations appears.

‒	The menu or menu item appears below the selected item. Skip to step 7.

5.	Select the location of the menu by doing one of the following:

‒	To paste the item before the selected menu, select Paste before.

‒	To paste the menu after the selected menu, select Paste after.

‒	To paste the menu inside the selected menu, select Paste into. (Only available when you select a menu as the new location.)

‒	To cancel the action, select Cancel.

The item appears as you indicated.

6.	Modify the item.

7.	Click Save to save your changes.

See Create Main Menus and Create Menu Items and Toolbar Buttons for details about modifying the items.

To copy and paste toolbars and buttons

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	(Optional) Change the customization set to control which users see your customizations. See Change Customization Sets for details.

3.	Right-click the toolbar or button that you want to copy and select Copy.

4.	Do one of the following:

‒	To paste a toolbar, right-click Toolbar and select Paste. The toolbar appears at the end of the list of toolbars.

‒	To paste a button, right-click the button before or after which you want the new button, and select Paste. If you selected the first button on the toolbar, select the location of the button. Otherwise, the button is pasted below the selected button.

5.	Modify the item.

6.	Click Save to save your changes.

See Create Toolbars and Create Menu Items and Toolbar Buttons for details about modifying the items.

Rearrange Custom Menus, Menu Items, and Buttons

On Windows, you can rearrange the order of menus, menu items, and buttons that you create. For example, under the File > New menu, you could move your custom menu before the Data Table command.

In the item’s General properties, the Source determines whether you can move the item. You can move items if the Source is Custom Item. Built-in items cannot be moved. Items that are defined in other customization sets can be moved only in that customization set. See Change Customization Sets for details.

Note: The right-click menu has options for cutting and pasting items. To cut an item, you can also hold down the CTRL key and press X, or hold down the SHIFT key and press DELETE. To paste, hold down the CTRL key and press V, or hold down the SHIFT key and press INSERT.

To rearrange custom menus and menu items

1.	Select View > Customize > Menus and Toolbars.

The Main Menu list appears on the left.

2.	Do the following:

‒	Select the item that you want to move.

‒	Verify that the Source is Custom Item.

‒	If the Source is All Users or JMP Add-In, select the specified customization set and verify that the Source is Custom Item.

3.	Right-click the custom menu or menu item that you want to move and select Cut.

4.	Right-click the new location of the cut item and select Paste.

One of the following occurs:

‒	A list appears with the possible locations of the cut item. This occurs when you select a menu (such as File or New) or the first item in a menu (such as Data Table in the File > New menu).

‒	The cut menu item appears below the selected menu item. Skip to step 6.

5.	Select the location of the cut item by doing one of the following:

‒	To paste the cut item before the selected item, select Paste before.

‒	To paste the cut item after the selected item, select Paste after.

‒	To paste the cut item inside the selected menu, select Paste into. (Only available when you select a menu as the new location.)

‒	To cancel the move, select Cancel.

The item appears as you indicated.

6.	Click Save to save your changes.

To rearrange custom buttons

1.	Select View > Customize > Menus and Toolbars.

The Toolbars list appears on the left.

2.	Do the following:

‒	Select the custom button that you want to move.

‒	Verify that the Source is Custom Item.

‒	If the Source is All Users or JMP Add-In, select the specified customization set and verify that the Source is Custom Item.

3.	Right-click the custom button that you want to move and select Cut.

4.	Right-click the new location of the cut button.

One of the following occurs:

‒	A list appears with the possible locations of the cut button. This occurs when you select the first button on the toolbar (such as New Data Table in the File_Edit toolbar).

‒	The button is pasted at the end of the toolbar. This occurs when you select the name of the toolbar. For example, when you select File_Edit and paste, the button appears after the last button, Run Script. Skip to step 6.

‒	The cut button appears after the selected button. Skip to step 6.

5.	Select the location of the cut button by doing one of the following:

‒	To paste the cut button before the selected button, select Paste before.

‒	To paste the cut button after the selected button, select Paste after.

6.	Click Save to save your changes.

Delete Custom Items

Rather than temporarily showing or hiding toolbars, buttons, menus, and menu items, you can delete items that you created to remove them permanently from JMP. The Source determines whether you can delete the item and which customization set contains the item. Examples of Customization Sources shows examples of customization Source types.

Examples of Customization Sources

Empty menus are not supported. When you delete the only item in a menu, the entire menu is deleted, not just the selected item.

Note: Make sure that you really want to delete custom items. They are removed immediately without confirmation.

To delete a custom item

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	Select the item that you want to delete.

3.	Verify whether the item can be deleted, and change the customization set, if necessary.

4.	Right-click the selected item and select Delete.

The item is immediately deleted.

5.	Click Save.

Your changes are saved.

Show and Hide Items

In the Menu Editor, you show or hide toolbars, buttons, menus, and menu items in specific customization sets. The item’s Source determines where you show or hide the item. For example:

•	When the Source is All Users, change the customization set to All users to hide the item from all users.

•	When the Source is JMP Add-In, change the customization set to JMP Add-In followed by the name of the add-in. The item is shown or hidden in all sets that include the selected JMP add-in.

If you do not change the customization set, the item is shown or hidden only in the currently selected set. See Change Customization Sets for details about customization sets.

Note: To quickly hide or show toolbars for the current user, select or deselect them from the View > Toolbars list.

To show and hide items in a customization set

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	Select the customization set that you want to modify.

3.	Select the item that you want to show or hide.

4.	Select or deselect Hidden in the General properties. See Step 2: Specify the Caption and Internal Name for details about the General properties.

5.	Click Save to save your changes.

Import Customizations

Changes to toolbars and menus are stored in customization sets, or plain text files. You open a customization set in JMP to import your modified toolbars and menus. The customizations are then shown in the Menu Editor. See Change Customization Sets for details about the menu customization files.

To import customizations

1.	Select File > Open.

2.	In the File name list, select All JMP Files (or JMP Menu Files) and then select the customization set.

3.	Click Open.

A confirmation is displayed, stating that the customizations have been imported. The Menu Editor is also opened.

4.	Display the Menu Editor and click OK to save the changes, or click Cancel to discard them.

Remove Customizations

As you modify items, you discard unsaved changes by clicking the Menu Editor’s Cancel button and clicking Yes to confirm. After saving customizations, you can also remove all customizations and revert to the original menus and toolbars.

To remove all of the current user’s customizations

1.	Select View > Customize > Revert to Factory Defaults.

2.	Click Yes to remove the current user’s customizations.

When JMP finds customizations from a previous version of JMP, a confirmation appears. Do one of the following:

‒	Select No to avoid adding those customizations to the current installation of JMP.

‒	Select Yes to add those customizations to the current installation of JMP.

Note: Select Do not ask me again about merging my old menus for JMP to ignore customizations found in a previous JMP version every time you open JMP. However, when you revert toolbars and menus to the factory defaults, you always have the opportunity to merge old menus, whether you previously checked the merging old menus option.

To remove customizations from another customization set

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	Click Change.

3.	Select the customization set, and click OK.

4.	Click Revert All.

A confirmation window appears.

5.	Click Yes to remove your customizations.

To remove customizations from the selected item

1.	Select View > Customize > Menus and Toolbars.

The Menu Editor appears.

2.	(Optional) Select the customization set that contains the item.

3.	Select the item that you want to modify.

4.	Do one of the following:

‒	To restore the previous properties of an unsaved item, click Reset.

‒	To restore the original properties of a built-in item, click Revert All, and then click Yes to confirm.

5.	Click Save to save your changes.