Creating streams and baselines

You can create configurations directly from the hierarchical configuration view, which you can get to from the Administration menu on the toolbar. From this view, you can create more configurations more quickly, and see how the configurations are related.

Before you begin

  • Ensure that you are familiar with project areas, components (if supported), baselines, streams, and change sets (if supported). See Configuration management: Concepts and capabilities.
  • Ensure that you are logged in to a project area in a lifecycle management product.
  • Configuration management capabilities must be enabled for the project.
  • You must have permission to create streams, baselines, or both.
  • Quality Management (QM) application only: To exclude test case and test suite results from new streams, set the corresponding configuration management preference. You might exclude them if the test results from one project do not matter to another project.

About this task

A project area in a lifecycle management product can contain multiple components, and each component can contain multiple configurations. For example, in a banking project area, you might have a stream for the artifacts that define the application logic, a stream for the artifacts that contain the database logic, and a stream for the artifacts that compose the user interface.

Multiple streams can contain a copy of the same artifact. Changing an artifact in your stream does not affect the same version of that artifact in other streams until other team members choose to accept your changes into their stream by using the Accept Changes operation.

Procedure

On the toolbar, click Administration Administration menu > Manage Components and Configurations.
Complete the steps for the application that you use.
  • RM application: In the Actions column, select the action to complete.
  • QM application: Click Streams or Baselines, and select an action from the Action Menu.
Option Description
From the hierarchical Configurations view
  1. In the Name column, navigate to the configuration to create a stream or baseline from.
    Note: Baselines are not shown in the Configurations view. To view baselines, in the configuration hierarchy, click a stream name, and then click the Baselines tab in the configuration editor.
  2. In the Actions column beside the configuration name, click Actions > Create configuration_type. Follow the prompts that you see.
  3. Click RefreshRefresh near the upper right.

If you create a baseline, you see it when you open its parent stream in the configuration editor.

If you create a stream, your new stream is shown in the hierarchy where you clicked to create it. A baseline with the same name is created automatically, but you can see it in the configuration editor only when you open the parent stream; it captures the state of that stream at a point in time. For example, if you create a stream named JKE Banking 1.1 from the JKE Banking 1.0 stream, a baseline named JKE Banking 1.1 is created. This baseline captures the state of the JKE Banking 1.0 stream, and is therefore shown only when you view the details of that stream.

From the configuration editor (Requirements Management application only) The configuration editor opens when you click on a configuration name on the Streams tab of the component editor.
  1. In the configuration editor, in the upper right, click Create Stream or Create Baseline. Follow the prompts that you see.
  2. Click one of the Refresh Refresh icons on the page.

If you create a baseline, you see it on the Baseline tab in the configuration editor for that stream.

If you create a stream, your new stream is shown on the Streams tab of the configuration editor for that stream. A baseline with the same name is created automatically, but you can see it in the configuration editor only when you open the parent stream; it captures the state of that stream at a point in time. For example, if you create a stream named JKE Banking 1.1 from the JKE Banking 1.0 stream, a baseline named JKE Banking 1.1 is created. This baseline captures the state of the JKE Banking 1.0 stream, and is therefore shown only when you view the details of that stream.

Note: If you do not see a new stream or baseline on the corresponding tab of the configuration editor, click one of the Refresh Refresh icons on the page.
Tip: You can also create configurations from the Current Configuration menu on the toolbar.

Results

Team members can use the new streams for their work. The new baselines capture the sets of versioned artifacts at a point in time.

What to do next

To return to the hierarchical configurations view, for example after opening a configuration to complete administrative tasks, you must return to the project area by clicking Home Menu Home Menu and selecting a project. Then, click Administration Administration menu > Manage Components and Configurations on the toolbar.


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