Define preservation policies and rules

Preservation policies determine how outputs from a build are preserved in Dimensions CM. In the Administration Console, you can set preservation rules for specific item types to override the default rule, and associate the preservation policy with one or more project stages.

Create a preservation policy

In the Preservation Policies section of the Administration Console, create a preservation policy to define the setting for preserving build output files in Dimensions CM.

To create a preservation policy:

  1. In the Administration Console, go to Configuration Object Management > Preservation policies. The preservation policies for your current product are displayed.

    Tip: To change your current product, click the product name on the top navigation bar.

  2. In the Preservation Policies toolbar, click New.

  3. In the New Preservation Policy dialog box, enter the details of the preservation policy:

    Field Description
    Name Enter a name for the preservation policy.
    Default Rule Select the default preservation rule for item types that do not have a specific preservation rule.
    Description (Optional) Enter a description of the preservation policy, up to 240 characters long.

  4. Click OK.

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Copy and edit preservation policies

Edit a preservation policy to change its description or default rule. Copy a preservation policy to create a new preservation policy based on an existing one. Delete preservation policies when you no longer need them.

Note: You can delete only those projects that have the SUSPENDED status.

To edit, copy or delete a preservation policy:

  1. In the Administration Console, go to Configuration Object Management > Preservation policies. The preservation policies for your current product are displayed.

    Tip: To change your current product, click the product name at the top right of the screen.

  2. In the Preservation Policies navigation pane, select the preservation policy to edit, copy, or delete.

  3. To edit the policy, in the General section of the content pane, click the Edit button.

    In the Edit Preservation Policy dialog box, change the description or the default rule, and click OK.

  4. To create a new preservation policy by copying the selected policy, click Copy on the toolbar.

    In the Copy Preservation Policy dialog box, enter a name for the new policy and click OK. The details such as the product, default rule, and description are copied from the source preservation policy.

  5. To delete a preservation policy, click Delete on the toolbar, and confirm.

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Set up preservation rules

Add, change, or delete the preservation rules in a preservation policy to determine how build outputs of specific item types are preserved in Dimensions CM.

To set the preservation rules:

  1. In the Administration Console, go to Configuration Object Management > Preservation policies. The preservation policies for your current product are displayed.

    Tip: To change your current product, click the product name at the top right of the screen.

  2. In the Preservation Policies navigation pane, select the preservation policy whose rules you want to change.

  3. In the Preservation Rules section of the content pane, manage the preservation rules:

    Task Description
    Add a rule

    1. Click the Add preservation rule button.

    2. In the New Preservation Rule dialog box, set the following options:

      • Item type. Select the item type for which you want to add a rule.

      • Rule. Select the rule you want to apply to the specified item type.

    3. Click OK.
    Edit a rule

    1. Select the item type whose preservation rule you want to change, and click the Edit preservation rule button.

    2. In the Edit Preservation Rule dialog box, change the rule for this item type.

    3. Click OK.

    Note: You cannot change the type. Delete the rule for a type and add a new one to change the item type.
    Delete rules

    1. Select one or more item types and click the Delete preservation rule button.

    2. In the Delete Preservation Rule dialog box, click Yes to confirm the deletion.

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Add project stages

Assign project stages to a preservation policy to specify the stages in a project to which the preservation policy applies.

To set project stages:

  1. In the Administration Console, go to Configuration Object Management > Preservation policies. The preservation policies for your current product are displayed.

    Tip: To change your current product, click the product name at the top right of the screen.

  2. In the Preservation Policies navigation pane, select the preservation policy whose project stages you want to change.

  3. select the preservation policy whose project stages you want to change in the navigation pane.

  4. In the Used By section of the content pane, manage the project stages:

    Task Description
    Add a project stage

    1. Click the Add project stages button.

    2. In the Add Project & Stages dialog box, select the project and one or more stages in this project to which to apply the preservation policy.

      CTRL+click to select multiple stages.

    3. Click OK.
    Delete project stages

    1. Select one or more project stages and click the Delete project stages button.

    2. In the Delete Project Stages dialog box, click Yes to confirm the deletion.

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See also: