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:- Lifecycle management product: This content
applies to version 4.0.3 or later. On
the toolbar, click , and complete
the steps in the wizard.
- Configuration
Management 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 configuration 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 provides more information about the snapshot
when you view this snapshot in the snapshot editor.
- Click Create.
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.