Selecting a configuration to work in

The name of the configuration that you are working in is shown on the toolbar, as part of the Current Configuration menu. To switch to a different configuration, click this menu and select a configuration. To see and create links to artifacts in related project areas in other Rational® solution for Collaborative Lifecycle Management (CLM) applications, your current configuration must be a global configuration.

Before you begin

You must be a member of the project that contains the configuration you want to work in. For example, to work in a Requirements Management (RM) stream, you must be a member of the project that contains that stream. To work in a global configuration or a personal stream, you must be a member of that Global Configuration Management (GCM) project.

Procedure

  1. On the toolbar, click the Current Configuration menu, which shows the name of the configuration that you are working in.
  2. On the menu that is shown, beside Configuration Context, click Switch.
  3. Select the type of configuration to switch to:
    • Global Configuration: a configuration that contains other configurations, possibly from other CLM applications
    • Local configuration: a configuration that contains artifacts from a configuration-enabled CLM application; for example, RM or Quality Management (QM).
    • All Data: Available only in Rational Engineering Lifecycle Manager. Select to show all data: all configurations from configuration-enabled project areas, and data from projects that are not enabled.
  4. From the menu beside the search field, select a modifiable or frozen type of configuration to switch to: for example, a stream or a baseline.
  5. Optional: Search for a configuration by typing part of its name.
  6. Select a configuration from the list.
  7. Click OK.

Results

The toolbar shows the name of the configuration that you selected, and the context is now set to that configuration.

Your selection applies across browser sessions.

For more information about choosing which configuration to work in, see Configuration selection.


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