A snapshot is a read-only list of resources and their versions
that are part of a space at a specific point in time. You must use
a snapshot as the basis of a new workspace; completing this action
defines a starting point for a project. You can take a snapshot of
a workspace at any point during the project lifecycle, such as before
or after a project milestone is reached. You might also take a snapshot
of a default space, such as the Domains space, after you import a
profile.
Before you begin
You should be familiar with project
areas, configuration spaces, snapshots, workspaces,
and change sets, which are described in Management of shared design resources.
You must be logged in to a Design
Management project,
and you must be in a workspace that is associated with this space.
You
must have permissions to create, edit, or delete snapshots. This permission
is part of the Team Configuration permissions, and the location of
these permissions varies depending on the collaborative lifecycle
management (CLM) product that you use. For more information about
setting permissions, see the link to the related task at the end of
this topic. By default, the Design
Management client
access licenses (CALs) contain these permissions.
About this task
A snapshot records the current versions of resources in a
workspace. A snapshot is a repository object that you can use to return
your workspace to an earlier configuration: for example, you can preserve
the workspace configuration that was in place when you released a
project for testing.
Procedure
To take a snapshot, complete one of the following steps
based on the application you are using:- Design
Management application:
On the banner in the upper right of the page, from the Current
Configuration Context menu, select Create Snapshot;
then, complete the steps in the wizard.
- Configuration Application: Complete the following steps:
- In the Configuration Explorer view, on the
Configurations page, hover the cursor in the Actions column
beside a configuration name, and click the New Snapshot icon.
- In the snapshot editor, on the Overview page that is displayed,
type over the New snapshot name field to specify
a name for the snapshot. Each snapshot name must be unique within
the space.
- In the Description field,
consider adding information about why you are creating the snapshot,
or include the names and description of the models that the snapshot
contains. The description helps to identify the snapshot in a list
of other snapshots in the same space.
- To save the snapshot, click Create. The
system might take a few minutes to create the snapshot.
What to do next
You can now browse the resources in the snapshot, or you
might create a workspace for your new work, where you modify and create
versions of the shared design resources. At any time during the project
lifecycle, you can use the snapshot as a baseline to see how resources
have changed. You can also revert to the versions of the resources
that are captured in the snapshot.
You can also specify to
automatically create a project area snapshot as part of the Rational® Software Architect import
process; however, you cannot create snapshots when you import Rational Rhapsody® models.
When you specify to create a snapshot as part of the import process,
the snapshot is taken after the import process completes. However,
the snapshot is taken of the entire project area, not just the new
artifacts that you imported. You might consider scheduling the import
process to occur at specific times. When you schedule the import process,
you can also create snapshots of your project area; you should give
these snapshots unique names. For more information about configuring
the import operations, see the related task topic.