Taking snapshots of workspaces

A snapshot is a read-only set of resources and their versions that are part of a configuration 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 new work. 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.

Before you begin

  • You should be familiar with project areas, configuration spaces, snapshots, workspaces, and change sets, which are described in Management of shared resources.
  • You must be logged in to a project, and you must be in a workspace that is associated with the current configuration space.
  • This content applies to version 4.0.3 or later.
    • In the lifecycle management product that you use, you must have permission to create, rename, or delete snapshots. Depending on the lifecycle management product that you use, the location of these permissions varies.
    • In the Configuration Management application, you must have permission to create or rename snapshots. For more information about setting permissions in the Configuration Management application, see the link to the related task at the end of this topic.

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 state 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 product or application that you are using:

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 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.


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