pgadmin4/docs/en_US/menu_bar.rst
Akshay Joshi 30509d1bc1
Added copy server support, allowing the duplication of existing servers with the option to make certain modifications. #6085 (#7106)
Added copy server support, allowing the duplication of existing servers with the option to make certain modifications. #6085
2024-01-08 12:16:49 +05:30

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.. _menu_bar:
*****************
`Menu Bar`:index:
*****************
The pgAdmin menu bar provides drop-down menus for access to options, commands,
and utilities. The menu bar displays the following selections: *File*, *Object*,
Tools*, and *Help*. Selections may be grayed out which indicates they are
disabled for the object currently selected in the *pgAdmin* tree control.
The File Menu
*************
.. image:: /images/file_menu.png
:alt: pgAdmin file menu bar
:align: center
Use the *File* menu to access the following options:
+-------------------------+---------------------------------------------------------------------------------------------------------+
| Option | Action |
+=========================+=========================================================================================================+
| *Preferences* | Click to open the :ref:`Preferences <preferences>` dialog to customize your pgAdmin settings. |
+-------------------------+---------------------------------------------------------------------------------------------------------+
| *Reset Layout* | If you have modified the workspace, click to restore the default layout. |
+-------------------------+---------------------------------------------------------------------------------------------------------+
| *Runtime* | Click to open a submenu to Configure, View Log and Zoom settings. Only visible when pgAdmin4 runs in |
| | desktop mode. To know more about runtime menu :ref:`click here <desktop_deployment>` |
+-------------------------+---------------------------------------------------------------------------------------------------------+
The Object Menu
***************
.. image:: /images/object_menu.png
:alt: pgAdmin object menu bar
:align: center
The *Object* menu is context-sensitive. Use the *Object* menu to access the
following options (in alphabetical order):
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| Option | Action |
+=============================+==========================================================================================================================+
| *Register* | |
| | |
| 1) *Server* | Click to open the :ref:`Server <server_dialog>` dialog to register a server. |
| | |
| 2) *Deploy Cloud Instance*| Click to open the :ref:`Cloud Deployment <cloud_deployment>` dialog to deploy an cloud instance. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Change Password...* | Click to open the :ref:`Change Password... <change_password_dialog>` dialog to change your password. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Clear Saved Password* | If you have saved the database server password, click to clear the saved password. |
| | Enable only when password is already saved. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Clear SSH Tunnel Password* | If you have saved the ssh tunnel password, click to clear the saved password. |
| | Enable only when password is already saved. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Connect Server* | Click to open the :ref:`Connect to Server <connect_to_server>` dialog to establish a connection with a server. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Copy Server...* | Click to copy the currently selected server. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Create* | Click *Create* to access a context menu that provides context-sensitive selections. |
| | Your selection opens a *Create* dialog for creating a new object. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Delete* | Click to delete the currently selected object from the server. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Delete (Cascade)* | Click to delete the currently selected object and all dependent objects from the server. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Delete (Force)* | Click to delete the currently selected database with force option. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Disconnect from server* | Click to disconnect from the currently selected server. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Properties...* | Click to review or modify the currently selected object's properties. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Refresh* | Click to refresh the currently selected object. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Remove Server* | Click to remove the currently selected server. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Scripts* | Click to open the :ref:`Query tool <query_tool>` to edit or view the selected script from the flyout menu. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Trigger(s)* | Click to *Disable* or *Enable* trigger(s) for the currently selected table. Options are displayed on the flyout menu. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *Truncate* | Click to remove all rows from a table (*Truncate*), to remove all rows from a table and its child tables |
| | (*Truncate Cascade*) or to remove all rows from a table and automatically restart sequences owned by columns |
| | (*Truncate Restart Identity*). Options are displayed on the flyout menu. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *View Data* | Click to access a context menu that provides several options for viewing data (see below). |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *ERD For Database* | Click to open the ERD tool with automatically generated diagram for the database selected. |
| | This option is available only when a database is selected. Options are displayed on the flyout menu. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
| *ERD For Table* | Click to open the ERD tool with automatically generated diagram for the table selected. |
| | This option is available only when a table is selected. Options are displayed on the flyout menu. |
+-----------------------------+--------------------------------------------------------------------------------------------------------------------------+
The Tools Menu
**************
.. image:: /images/tool_menu.png
:alt: pgAdmin tools menu bar
:align: center
Use the *Tools* menu to access the following options (in alphabetical order):
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| Option | Action |
+===========================+===========================================================================================================================================+
| *ERD Tool* | Click to open the :ref:`ERD Tool <erd_tool>` and start designing your database. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Grant Wizard...* | Click to access the :ref:`Grant Wizard <grant_wizard>` tool. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *PSQL Tool* | Click to open the :ref:`PSQL Tool <psql_tool>` and start PSQL in the current database context. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Query tool* | Click to open the :ref:`Query tool <query_tool>` for the currently selected object. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Schema Diff* | Click to open the :ref:`Schema Diff <schema_diff_feature>` and start comparing two database or two schema. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Backup Globals...* | Click to open the :ref:`Backup Globals... <backup_globals_dialog>` dialog to backup cluster objects. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Backup Server...* | Click to open the :ref:`Backup Server... <backup_server_dialog>` dialog to backup a server. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Backup...* | Click to open the :ref:`Backup... <backup_dialog>` dialog to backup database objects. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Restore...* | Click to access the :ref:`Restore <restore_dialog>` dialog to restore database files from a backup. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Import/Export Data...* | Click to open the :ref:`Import/Export data... <import_export_data>` dialog to import or export data from a table. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Maintenance...* | Click to open the :ref:`Maintenance... <maintenance_dialog>` dialog to VACUUM, ANALYZE, REINDEX, or CLUSTER. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Search Objects...* | Click to open the :ref:`Search Objects... <search_objects>` and start searching any kind of objects in a database. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Add named restore point* | Click to open the :ref:`Add named restore point... <add_restore_point_dialog>` dialog to take a point-in-time snapshot of the current |
| | server state. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Pause replay of WAL* | Click to pause the replay of the WAL log. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Resume replay of WAL* | Click to resume the replay of the WAL log. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Reload Configuration...* | Click to update configuration files without restarting the server. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
| *Storage Manager* | Click to open the :ref:`Storage Manager <storage_manager>` to upload, delete, or download the backup files. |
+---------------------------+-------------------------------------------------------------------------------------------------------------------------------------------+
The Help Menu
*************
.. image:: images/help_menu.png
:alt: pgAdmin help menu bar
:align: center
Use the options on the *Help* menu to access online help documents, or to review
information about the pgAdmin installation (in alphabetical order):
+----------------------+-----------------------------------------------------------------------------------------------------------------------------------------+
| Option | Action |
+======================+=========================================================================================================================================+
| *Quick Search* | Type your keywords in the Quick Search field. Typing at least three characters will display all the matching possibilities under Menu |
| | items and the relevant documents under Help articles. Click on the options under Menu items to perform action of particular |
| | functionality or object. Click on any of the Help articles to open the help of that topic with highlighted text in a separate window. |
| | |
| | **Note**:- If any of the option under Menu items is disabled, then it will provide information via info icon. |
+----------------------+-----------------------------------------------------------------------------------------------------------------------------------------+
| *About pgAdmin 4* | Click to open a window where you will find information about pgAdmin; this includes the current version and the current user. |
+----------------------+-----------------------------------------------------------------------------------------------------------------------------------------+
| *Online Help* | Click to open documentation support for using pgAdmin utilities, tools and dialogs. |
| | Navigate (in the newly opened tab?) help documents in the left browser pane or use the search bar to specify a topic. |
+----------------------+-----------------------------------------------------------------------------------------------------------------------------------------+
| *pgAdmin Website* | Click to open the *pgAdmin.org* website in a browser window. |
+----------------------+-----------------------------------------------------------------------------------------------------------------------------------------+
| *PostgreSQL Website* | Click to access the PostgreSQL core documentation hosted at the PostgreSQL site. The site also offers guides, tutorials, and resources. |
+----------------------+-----------------------------------------------------------------------------------------------------------------------------------------+