Baseline and Release Templates main window

This topic describes the areas and options of the Baseline and Release Templates main window in the Administration Console.

About the main window

The Baseline and Release Templates main window contains the following areas:

Menu area Contains the toolbar with buttons for basic functions, such as creating, copying, or deleting templates and item type groups.
Navigation area Displays a list of all the baseline templates, release templates, or item type groups defined for the base database, depending on your selection.
Content area

If no templates or item type groups are selected, the content pane includes a summary of all the objects displayed in the navigation pane.

If one of the objects is selected in the navigation pane, the content pane displays the details of the selected object.

For a description of the Administration Console main window, see Administration Console user interface.

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Baseline and Release Templates menu area

The Baseline and Release Templates menu area contains the toolbar with buttons for creating, copying, or deleting a template.

The toolbar options depend on whether baseline templates, release templates, or item type groups have been selected in the navigation pane.

Button Description
Create a new template, or item type group.
Create a new template by copying the details from a selected template.
Delete the selected template, or item type group.

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Baseline and Release Templates navigation area

The Baseline and Release Templates navigation pane contains the following:

  • A menu from which you choose what to display on the Baseline and Release Templates page. You can select Baseline Templates, Release Templates, or Item Type Groups.

  • Base batabase node (top-level icon): Displays the name of the base database and the type of object selected.

  • Depending on what you have selected from the menu, a list of all the objects (baseline/release templates or item type groups) is displayed.

    To display a list of all those objects in the content pane, click the base database node.

    To display the details of a specific object in the content pane, click the object.

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Baseline and Release Templates content area

When you select the top-level node in the Baseline and Release Templates navigation pane, the content pane displays a table of all the baseline templates, release templates, or item type groups in the base database, depending on the selected object.

In the content pane, you can:

  • Display the list of objects as a separate HTML page to print or save.

  • Display the list of objects as comma-separated values to save as a file.

  • Sort the products by clicking the column headings.

  • To select all the objects on the page, click Select All .

For baseline and release templates, the following details are displayed:

Field Description
Template ID The name that identifies the template.
Creation Date The date the template was created.
Originator The user ID of the user who created the template
Scope For a baseline template, whether it is an item or request baseline template.

When you select a template or item type group in the navigation pane, the content pane displays details for the selected object. The details are grouped into sections which are displayed in the content pane, according to your selection.

Content pane for a single baseline template

When a baseline template is selected, the following sections are displayed in the content pane:

Section Description
General

Displays the general details of a baseline template, such as the name, creation date, and user who created the template.

The scope indicates whether this is an item or request baseline template.
Selection Criteria

Contains a toolbar to add, edit, or delete a selection criterion.

For an item baseline template, displays the following details:

  • Item Type. The item type for which the selection applies.

    An asterisk (*) means that the criterion applies to all item types for which no specific item type criteria have been defined.

  • Associated Lifecycle. The lifecycle associated with the item type.

    If the item type is an asterisk (applies to all items types), the lifecycle is not displayed.

  • Lifecycle State. The state to which the selection criterion applies. This may be a specific normal state or one of the implicit values.

  • Additional Criteria. The criteria to be used when a specific lifecycle state has been specified in the Lifecycle State field.

For details, see Selection criteria for item baseline templates.

For a request baseline template, displays the following details:

  • Request Type. The request type for which the selection applies. An asterisk (*) means that the criterion applies to all request types for which no specific request type criteria have been defined.

  • Request Status. The lifecycle status on which the selection criterion is based.

  • Baseline Status Code. The rule that determines which requests are selected in conjunction with the specified status.

For details, see Selection criteria for request baseline templates.
Baselines Using Above Template

Contains a table of baselines created using the selected template. The following details are displayed for each baseline:

  • The product to which the baseline belongs.

  • The ID of the baseline that uses this template.

  • The date the baseline was created.

  • The ID of the user who created the baseline.

Content pane for a single release template

When a release template is selected, the following sections are displayed in the content pane:

Section Description
Release Displays the general details of a release template, such as the name, creation date, and user who created the template.
Selection Criteria

Contains a toolbar to add, edit, or delete a selection criterion.

Displays the following details:

  • Part ID. The highest-level design part to which the criterion applies. The criterion applies to all the subordinate parts, unless overridden by a more specific criterion.

    An asterisk (*) indicates that the criterion applies as the default for all design parts for which no specific item type criteria exist.

  • Variant. Displays if the criterion is limited to one variant of the selected design part (plus subordinate design part variants).

    An asterisk (*) indicates that the criterion applies to all variants of the design part.

  • Item Type/Group. Displays the item type(s) for which the selection applies. It can be a specific item type or the name of an item type group.

    An asterisk (*) indicates that the criterion applies to all items.

    A hyphen (–) indicates that the selection criterion is not applied to any items (items are not selected for this criterion).

  • Release Subdirectory. If specified, displays the name of a subfolder where all item types selected by this criterion are placed.

For details, see Selection criteria for release templates.
Releases Using Above Template

Contains a table of releases created using the selected template. The following details are displayed for each release:

  • The product to which the release belongs.

  • The ID of the release that uses this template.

  • The date the release was created.

Content pane for an item type group

When an item type group is selected, the following sections are displayed in the content pane:

Section Description
Item Type Group Displays the name that identifies the item type group.
Item Types in Above Group

Contains:

  • A list of item types included in the group.

  • A toolbar to add an item type to the group, or delete a selected item type from the group.
Release Templates Using Above Item Types Group

Displays information about each release in which the item type group has been used:

  • The name of the release template that uses this item type group.

  • The ID of the user who created the template.

  • The date the template was created.

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See also: