Create a revised baseline

You can create a new baseline by revising an existing baseline. The revised baseline can include or exclude the changes made to items in response to a set of requests or requirements.

Caution: Avoid creating more than one baseline at a time. If you create multiple baselines simultaneously, you may corrupt the baselines, and they may not contain the correct data.

PRIVILEGES: Create Baseline.

Restrictions:

  • When multiple revisions of the same item are In Response To one or more requests or requirements, the latest revision by pedigree is selected. If two or more item revisions are on different branches, creating a revised baseline causes Dimensions CM to issue a warning and continue processing without changing the revision of that item in the baseline.

  • You can specify a maximum of 496 requests/requirements when creating a revised baseline.

To create a revised baseline:

  1. In the desktop client, select the baseline you want to revise.

  2. Select Baseline > New > Revised Baseline. The Revise Baseline dialog box opens.

  3. Verify that the values are correct. The new baseline inherits the product ID.

  4. Specify the following details:

    Field

    Description

    New Baseline ID Enter a name for the revised baseline. Use up to 128 characters. This name must be unique within the product.
    Type

    Select a baseline type. The default is the type of the selected baseline.

    Baseline types are defined in the Administration Console. For details, see the Administration Console online help.

    Requirements Select this option if you want to include/exclude item revisions based on related requirements.
    Requests Select this option if you want to include/exclude item revisions based on related requests.

    Update Baseline using

    List the requests or requirements related to item revisions you want to add to the baseline. The item revisions must have an In Response To relationship to the requests.

    Enter or copy request IDs, separated by a comma, or click the browse button to find them.

    Request IDs have the following format:

    <productID>_<changedocType>_ <number>

    For details about how the requests are processed, see Revise and merge baselines.

    Remove From Baseline

    List the requests or requirements related to item revisions that you want to remove from the baseline. The item revisions must have an Affected relationship to the requests.

    Enter or copy request IDs, separated by a comma, or click the browse button to find them.

    Request IDs have the following format:

    <productID>_<changedocType>_ <number>

    For details about how the requests are processed, see Revise and merge baselines.

    Note: You must have at least one request/requirement in either the Update Baseline using field or the Remove From Baseline field.

    Traverse Request Relationships Select this option to include item revisions in all requests related to the listed requests.
    Project/Stream Selector

    Select one of the options, Use global or Use current.

    The project/stream determines which item revisions are available for inclusion in the baseline.

    If you select Use global, the top-level design part determines which item revisions are available for inclusion in the baseline.

    Product

    Select the product whose items you want to include in the baseline. The default is the product for the project/stream.

    The product does not have to match the product ID for the baseline you are creating.

    ID Select the project or stream. The default is your current project/stream.
  5. To view and change user-defined attributes that have been set up in the Administration Console for the baseline type, select the Attributes tab.

  6. Click OK.

  7. Check your Dimensions CM server email for any errors. Dimensions CM reports an error and does not create the revised baseline in the following cases:

    • If the requests in the Requests to Update Baseline With list include more than one item revision.

    • If any revision to be deleted is the same as one that is to be added or substituted.

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