Creating a baseline to save a milestone

Teams usually create a baseline to freeze a configuration at a milestone, for example, a weekly build, a beta release, a hardware integration milestone, or a release to manufacturing. They also create a baseline before they branch a configuration to create a variant.

Before you begin

You must have the Baseline Maker or Configuration Lead role to create baselines.

About this task

Recall that a stream is modifiable while a baseline is frozen.

In some systems, multiple configuration leads might create baselines. In a large system, where teams are responsible for portions of the system, the configuration leads that support each team must communicate and coordinate with each other. The following scenarios show the different settings that multiple configuration leads might use.
  • Several teams are working to fix problems on independent schedules. Each team resolves their problems at different times, and then creates baselines.
  • Several teams are working to fix problems on a synchronized schedule. Each team resolves their problems at the same time, and then creates baselines.
  • A team that has completed a patch is ready to baseline the global configuration for the patch and then merge the changes into the main stream.
When you create a baseline of a global configuration, baselines of streams contributed by other IBM® Engineering Lifecycle Management (ELM) applications (Requirements Management, Quality Management, Design Management, Architecture Management, and Change and Configuration Management source control applications) are created automatically if you have permission to create baselines in that application. This automation removes the need to replace streams with baselines manually. If baselines cannot be created automatically in any of the ELM applications, a baseline staging stream is created with the baselines that were created. See Creating a baseline staging stream from a stream hierarchy.
Tip: In a global configuration tree view, you can create baselines of local streams without selecting a global stream. Select the local streams, right-click one, and select Create Baseline. For details, see Creating baselines of streams contributed by other ELM applications.

Procedure

  1. Create a baseline by right-clicking a stream in the tree view and selecting Create Baseline.

    This action creates a baseline hierarchy by copying the selected stream hierarchy.

  2. Enter a name suffix that describes the milestone you are capturing. The name suffix is appended to all stream names in the hierarchy, which become the baseline names after you create the baseline hierarchy.
  3. Add tags, if necessary.
    Note: You cannot remove tags in this step. To remove tags, first create the baseline, then edit it and remove tags.

    See Tags, attribute values, and links.

What to do next

If you created the baseline successfully, your work is done for this task. If you cannot create a baseline because one or more streams in the hierarchy cannot be committed, see Creating a baseline staging stream from a stream hierarchy.


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