Scheduled maintenance 2023.06.01. 07:30 CET
|Baselines #31705/HEAD / v8923|
This page describes the baseline mode and how to create and use baselines in codebeamer.
OverviewIn codebeamer, baselines can be created to capture the state of the content in a given moment. Baselines function as saved snapshots, but they are not copies of the content. Instead, baselines are references to the current version of the content in the given moment.
Baselining is available for the following artifacts:
Each type of baseline can be managed through the Baselines tab in the main menu, and project baselines can be created here. Tracker baselines can be created and managed through Baselines and Branches menu or in the context menu of the tracker. Document baselines can be created from a document folder in the Documents tab with the context menu of the folder. Project and tracker baselines can be managed both in the Baselines main menu and in the tracker baseline overlay menu. For tracker baselines, the tracker from which the baseline is created is indicated below the baseline name.
When a project baseline is created, a snapshot is saved of the following elements:
The tracker and the directory baseline is a snapshot only of the artifact from which the baseline was created.
Using baselines has the following benefits:
Once a baseline is created, items cannot be added, removed, or edited in it. The new baseline has the same access permissions as its source directory, and deleting the directory deletes the baseline as well. But when copying the source directory, the baseline is not copied.
To use the baselining function, users need to have the necessary permissions. The following baseline-related permissions exist in codebeamer:
Baselines can be created by clicking on the New Baseline link in the main Baselines menu, or the Create Baseline link in the tracker baseline overlay.
Baselines main menu:
Tracker baselines overlay menu:
Specify the following attributes in the opened dialog:
Before codebeamer 20.11-LTS (Carmen)
From codebeamer 20.11-LTS (Carmen)
Click on the name of the selected baseline to access its contents. Alternatively, click the Browse link in the properties view.
The heading in the top-right corner indicates which baselines is open. It is possible to switch to other baselines or the head baseline from here.
A text box at the top of the page provides information on the baseline mode, and user can switch to other baselines from here as well, including the head baseline.
When browsing a document (directory) baseline, only the Documents main menu is available.
Sort and Filter Baselines
Baselines can be filtered by name, and since the codebeamer 22.10-LTS (GINA) release, by the Created by column. Sorting is available for the Created by column.
Hovering the mouse pointer over the Created by header, an upward or downward arrow icon appears next to it, depending on how the list was sorted previously.
The upward arrow icon is displayed in the following cases:
The downward arrow icon is displayed in the following cases:
Clicking on the Created by header reverses the order of the list.
By selecting the Show only my items checkbox, only the baselines created by the current user are displayed.
Edit Baseline Properties
Click on edit button of the selected baseline:
Then the baseline properties opens in the default properties view:
Open baseline properties page, click on more menu and select the lock menu item:
If a baseline is locked, it cannot be edited until a user with the necessary permissions unlocks it.
Click on the delete button of the selected baseline:
Baselines can be compared in the Baselines main menu and in the tracker baselines overlay menu.
To compare two baselines in the main menu, use the two [SELECT BUTTON TO COMPARE] buttons at the top of the page:
Select the baseline by clicking the name in the overlay:
In the tracker baselines overlay menu, select two baselines by clicking the check boxes:
Click the [Compare Selected Baselines] button.
When attempting to compare baselines from different sources, the following warning is shown:
Do you really want to compare baselines with different source(s)?
The results view shows the differences between the two baselines:
The differences between the selected baselines are separated into categories. Every category has a tab in the result view. The detailed modifications can be viewed by opening the category tabs.
To access the detailed tracker differences between baselines, click Show diff on the Trackers tab.
Filtering Tracker Differences
This function is available from the codebeamer 10.0 release.
All pages listing differences of trackers has the capability to filter using the Filter Widget. See Trackers page for more information. In baseline mode or when comparing baselines, historical filters are not supported. For more information, see the Reports page.
There is one special filtering option called Target Baseline, which is specific to this view. By default, the filtering is applied to the first (left) baseline (Baseline 1 in the previous example.) However, it is possible to change this logic and apply filtering to the second (right) baseline.
Configuring the filtering option:
Exporting Tracker Differences
It is possible to export tracker differences including the configured filters in Excel format by clicking on the icon on the left corner.
Exporting large amount of data can take a long time. Exported file contains all differences and change history for every tracker item.
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