Create streams

Create streams to manage and control updates between your local work area and a Dimensions CM repository.

Stream types

You can create the following streams:

  • An empty stream that initially contains no items.

  • Stream based on a baseline.

  • Stream based on any version of another stream. The new stream is a child of the parent stream from which it was created.

  • Stream based on the items that are currently under work in your workspace. This stream includes the item revisions from the current Dimensions CM stream. It doesn't include local changes that have not been checked in or delivered to Dimensions CM.

    Example: If you updated your workspace with the most recent revision (1.5) of readme.txt and have made some local edits to this file but have not yet delivered those edits to a new revision in Dimensions CM (1.6), the new branch stream will include revisions up to 1.5.

  • A personal stream, which is a private development branch visible only to you.

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Personal streams

Personal streams are private development branches that are visible only to the user who created them.

Personal streams enable you to:

  • Isolate work from an existing public stream.

  • Work in dedicated personal stream until your changes are ready to be merged back into a public stream.

  • Create a new stream based on a work area. You are working on changes in a work area but the changes cannot be delivered to the associated stream. For example, the stream may be locked or the feature has been dropped from the release. To shelve your work you can create a new personal stream based on the work area, see Shelve streams.

Differences between personal streams and regular streams:

  • By default, any user can create a personal stream.

  • Only the stream originator can view and work with a personal stream. But a user with the appropriate permissions (by default, the ADMIN group) can delete a personal stream.

  • By default, CM rules are disabled for personal streams, and users do not have to specify requests when delivering changes to personal streams. This behavior can be changed by an administrator. For details about CM rules, see the Administration Console online help.

Like regular streams, personal streams are versioned. If you deliver multiple times, you can restore to any previous state. Personal streams have a unique icon to differentiate them from regular streams and projects.

To create a personal stream, create a new stream and select the appropriate option. After work on a personal stream is complete, you can merge it into a regular stream. See Merge changes across streams.

To avoid taking up space in your database and optimize performance, we recommend that you delete all personal streams you no longer need.

To restore a personal stream to a clean work area, in Dimensions CM Explorer right-click the personal stream, and select Add to Workspace.

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Create a stream

You can create streams in Dimensions CM Explorer or Package Explorer.

To create a stream:

  1. Do one of the following:

    Dimensions CM Explorer

    • To create an empty stream, right-click the top level connection node and select New > Stream.

    • To base the new stream on the contents of another stream, right-click an existing stream and select New > Stream.

    Package Explorer
    • To create a stream based on the items that are under work in your workspace, right-click the stream and select Team > Branch from Workspace.

      In the Project Branch screen of the Create Stream wizard, select an option:

      • To create a baseline of the initial state of the new stream, select Baseline new project.

      • To start working on the new stream when it is created, select Start working on the new project.

        Click Next.

  1. On the General page:

    • Select a product.

    • Enter a name and description for the new stream.

    • For Unique Branch Name, enter the branch name to use for new items in this stream.

    • To create a personal stream, select Create a personal stream.

    • To add the new stream to your list of Favorites, select Add the new stream to my favorites. Favorites are shared across all clients.

  1. Click Next.

  2. Select one of the following options:

    Option Description
    Nothing Use if you want the stream initially to contain no items.
    Based on Stream

    Use if you want the new stream to be populated with the item revisions from an existing stream. Click Find and use the Select Stream wizard to search for one.

    Optionally, select a version of this stream on which to base the new stream.

    Based on Baseline Use if you want the new stream to be populated with the item revisions from a baseline. Click Find and use the Select Baseline wizard to search for one.
  1. Select Valid request must be specified when delivering changes if you want CM to require a request to be entered when changes are made to the stream.

  2. Click Next to review a summary of the new stream’s properties.

  3. Click Finish to create the stream.

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Delegate a personal stream

You can delegate a personal stream to another user and change ownership of the stream.

For example, if you are switching to a different task, you can delegate the changes in a personal stream to another user.


  • After you delegate a personal stream that you originated you can continue contributing to it. Access is controlled by the privilege Control Personal Stream.

  • All users in the ADMIN group have this privilege granted by default.

To delegate one or more personal streams to another user:

  1. In Dimensions CM Explorer, select one or more personal streams, right-click, and select Delegate.

  2. In the Delegate Personal Stream dialog box, select a user.

  3. Click OK. The personal streams are now delegated to the user you specified.

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See also: