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
- Complete one of the following steps:
- In the Design
Management application:
From a project dashboard, on the banner, near the top right of the
page, from the Current Configuration Context menu,
in the Manage Configurations section, select Create
New Snapshot.
- In the Configurations Explorer view: On the Configurations
page, hover the cursor in the Actions column beside a configuration
name, and click the New Snapshot icon.
- 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.
- Optional: Type a description for the snapshot.
The description helps to identify the snapshot in a list of other
snapshots in the same space. Consider adding information about why
you are creating the snapshot, or include the names and description
of the models that the snapshot contains.
- To specify that this new snapshot is based on configurations
that are contained in other spaces, click the Dependencies link;
then click Add Configurations and select the
configuration or configurations.
- To save the snapshot, click Create. The system might take a few minutes to create the snapshot.
- Optional: Complete one of the following steps:
- To return to the Configuration Explorer view, click Return
to previous page; or, in the breadcrumb trail in the upper
left, click Configurations.
- To return to the Design
Management application,
in the breadcrumb trail, click Design
Management;
then use the Current Configuration Context menu
in the upper-right corner of the toolbar to select or search for 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.