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Product: OpenText eDOCS DM

Version: DM 5.3x
Task/Topic: Administration
Audience: Administrators
Platform: Microsoft Windows
Document ID: 590002
Updated: 2012-04-13

Best Practices
How to Customize the DM Tab in
Microsoft Office 2010
Christopher M. Dunsford

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Document Title

Contents
Summary ......................................................................................................................3 
Customizing the DM Tab So That Only the Open and Save As Buttons
Appear ................................................................................................................... 4 
Creating a New DM Tab ......................................................................................... 4 
Hiding the Original DM Tab..................................................................................... 6 
Deploying the Customization to the Entire Organization ....................................... 8 
About OpenText .......................................................................................................... 9 

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Document Title

Summary
This document provides instructions for customizing the DM tab in Microsoft Office
2010. Customizing the DM tab is helpful for environments where it is necessary to
restrict certain functions, so that only the most commonly used functions appear by
default.

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Document Title

Customizing the DM Tab So That Only the


Open and Save As Buttons Appear
If you only want the Open or Save As buttons to appear in the DM tab, you must
remove the Insert > Footer button. Technically you cannot customize the DM tab in
Office 2010. However, you can create a new DM tab, and then add only the items
you want to appear on that tab. Once the new DM tab is in place, you simply hide the
original DM tab.

Creating a New DM Tab


Follow the steps below for creating a new DM tab:
1. Open the Office application (in this example, Microsoft Word).
2. Click File > Options > Customize Ribbon. The Word Options dialog box
appear as below:

Figure 1
Word Options, Customize
Ribbon

3. Click New Tab.

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Document Title

4. Select the new tab, and then click Rename. Type the desired name for the tab
(DM in this example). DM (Custom) appears in the list.

Figure 2
Word Options, Customize
Ribbon, DM (Custom)

5. Expand DM.
6. Expand DM Actions.
7. Select Open from DM.
8. On the right side, under Main Tabs, expand the DM (Custom) tab.
9. Select the Actions group. Open from DM and Action (Custom) should now be
selected.
10. Click Add; Open from DM is added to the DM > Actions tab/group.
11. In the left Main Tabs tree view, expand the first <<No Label>> group.
12. Select Save As, and then click Add; Save As is added to the DM > Actions
tab/group.
13. Repeat the steps for each DM button you wish to add to the custom tab.

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Document Title

Figure 3
Word Options, Customize
Ribbon, DM (Custom ) with
new items added.

Hiding the Original DM Tab


There are two options for hiding the DM tab. These options are:
• Clear the check box for the original DM tab (not the one created above).
OR
• Hide the original DM tab through the Windows registry (this option prevents
the user from making changes to this item from within Word).

[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Hummingbird\Humming
bird DM Application Integration\Installation\Microsoft]
SHOW_DMTAB <Set the value to 0>

DISCLAIMER: OpenText recommends backing up your registry


files (SYSTEM.DAT and USER.DAT) before making any changes.
OpenText will not be responsible for improper modification of the
system registry. Using Registry Editor incorrectly can cause
serious problems that may require you to reinstall Windows.

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Document Title

In our example, we are using the first option. After completing the previous steps, the
Word Options dialog box should appear as shown below:

Figure 4
Word Options, Customize
Ribbon, DM (Custom ) with
new items added.

1. Click OK; focus is returned to the default document. You should now see only
one DM tab.

Figure 5
New DM tab on the Ribbon.

2. Test the buttons to ensure that a DM dialog box appears.


3. Close and reopen Word to ensure that the new custom DM tab and buttons
remain on the Ribbon.

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Document Title

Deploying the Customization to the Entire


Organization
If you need to deploy the custom DM tab and settings to other users or computers
within your organization, Office 2010 makes this task easy. Simply follow the steps
below:
1. Click File > Options > Customize Ribbon.
2. Click Import/Export > Export All Customizations. The File Save dialog box
appears for you to type a file name.

Figure 6
Word File Save Dialog Box

3. Save the file on each computer requiring customization. Alternatively, you can
save the file to a shared folder on the network.
4. On each additional computer click File > Options > Customize Ribbon,
5. Click Import/Export > Import Customization File.

NOTE: You can create a script to deploy the customization file to


your entire organization by following the steps outlined by
Microsoft at the following location:
http://msdn.microsoft.com/en-us/library/ee704589.aspx

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Document Title

About OpenText
OpenText is the world’s largest independent provider of Enterprise Content
Management (ECM) software. The Company's solutions manage information for all
types of business, compliance and industry requirements in the world's largest
companies, government agencies, and professional service firms. OpenText supports
approximately 46,000 customers and millions of users in 114 countries and 12
languages. For more information about OpenText, visit www.opentext.com.

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Visit online.opentext.com for more information about OpenText solutions. OpenText is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC) Copyright © 2012 by OpenText Corporation. Trademarks or registered
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