Configuration selection

The Current Configuration menu on the toolbar shows the configuration that you are working in, which determines whether you can see and create links to artifacts in different Rational® solution for Collaborative Lifecycle Management (CLM) applications. To create or see links to artifacts in other CLM applications, set this menu to a global configuration. You can also use this menu to complete configuration-related tasks, based on your permissions or role.
In project areas that are enabled for configurations, the Current Configuration menu shows whether you are working in a global configuration or a local configuration, so you can quickly tell whether you can create or see links to artifacts in related configurations in other CLM applications. Consider this example:
Current configuration menu, which shows the name of the current configuration
Note: In Rational Engineering Lifecycle Manager, to see all data, regardless of configuration, select Current Configuration > None (All Configurations). Selecting this option shows data from projects that are not configuration-enabled, and all configurations from project areas that are enabled.

When you set the Current Configuration menu to a global configuration, you have a view of the entire collection of requirements, tests, designs, and development artifacts that make up a version of a product. You can create cross-application links to artifacts in the configurations that are part of this global configuration. For example, if you are creating a test case and you want to link to a requirement, you see only the requirements artifacts that are part of the version of the product or system that you are working on. Working in a global configuration ensures that links resolve to the correct artifact version in another configuration, which is important when teams develop multiple products or systems in parallel. If your organization does development this way, you will likely do most of your work in the context of a global configuration. If you do not work in a global configuration context, you cannot see or link to versioned artifacts in other CLM applications.

The Local Configuration section tells you which collection of artifacts you are working with from a Requirements Management (RM) or Quality Management (QM) application. If the Global Configuration section shows a global configuration, the Local Configuration section shows the configuration that you are working in as part of that global configuration. When this section specifies a stream, you can edit the artifact versions in that configuration. When it specifies a baseline, you cannot edit the artifact versions in that configuration.

When the Current Configuration menu specifies a local configuration, you are working only in the context of a local configuration, as in this example:

Current configuration menu is set to a local configuration
Notice that the Global Configuration section does not indicate a global configuration: You can see only the artifacts in the stream or baseline that you are working in. You cannot create or see links to artifact versions in other CLM applications.

The tasks that are available on the menu depend on the configuration management permissions that a configuration administrator or team lead has assigned to you. If you think that you are missing permissions, see your configuration administrator, team lead, or application administrator.