Open streams and set defaults

You can select a default project to open upon login, and define a stream's default preferences, such as the work area, design part, or request. Use stream flags to set the options for delivering changes to a stream.

Set the default stream

When you log in, the desktop client automatically opens the default stream. You can open any Dimensions CM stream and set it as default. You can also define a stream's default work area.

To open a stream and set it as default:

  1. In the desktop client, select Stream > Open Stream. The Open Stream dialog box opens.

  2. In the Stream field, enter a stream name or select a stream from the list. Favorite and recently used projects are displayed at the top of the list.

    Tip: You can add a stream to your favorites directly from the list. Point to a stream in the list and click the star icon next to the stream.

    To find streams based on refined criteria, click the browse button and specify the search options.

  3. In the Work Area field, verify the path to the work area folder. To change the assigned work area, enter the new path:

    If the folder is on your local machine

    Enter a full path, for example, c:\payroll.

    Note: Avoid setting the work area to the root folder of the drive on your machine, for example, C:\.
    If the folder is on a remote node

    Begin the path with the node name, followed by two colons (::).

    For example, to use the payroll folder on the HOST1 UNIX node, enter HOST1::/payroll.

    If you specify the folder that doesn't exist, Dimensions CM prompts you to create it.

    You can also select a work area from the list of available areas, or click the browse button and navigate to the folder.

  4. To set the stream and the work area as default, select Make the selected stream and work area my defaults.

  5. Click Open.

Tip: To open a favorite or recently used project/stream, select File > Recent Streams and Projects. By default, Dimensions CM stores 10 of your most recently used projects/streams. To change the settings, see Set user interface options.

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Set stream default preferences

You can set the defaults for each stream you open in the desktop client.

Dimensions CM can store the following preferences for previously opened projects/streams:

Work area The location for items you update, modify, and deliver back to the repository.
Request

The request related as In Response To new item revisions created in the project/stream.

For details about object relationships, see Link version and change management.
Design part The design part that owns any new items created in the project/stream.
Branch Projects only: The branch where new item revisions are created.
Library cache area The area used to improve performance over wide area networks.

To define a stream's default preferences:

  1. Open a stream. For details, see Set the default stream.

  2. Select Stream > Preferences.

  3. In the Stream Preferences dialog box, set the following defaults:

    Option Description
    Work area

    To change the assigned work area, enter the path to the work area folder:

    • If the folder is on your local machine, enter a full path, for example, c:\payroll.

      Note: Avoid setting the work area to the root folder of the drive on your machine, for example, C:\.

    • If the folder is on a remote node, begin the path with the node name, followed by two colons (::), for example, HOST1::/payroll.

    To browse for a work area folder, click the browse button.
    Default request

    Enter a request ID, or click the browse button to select a request.

    If you are using requests from multiple providers, specify the external request's ID in the following format:

    <requestProviderID>:<requestID>

    Example: Suppose you have an ALM Octane request provider with the ID OCTANE01. To set its user story US12345 as the default request, enter the following specification: OCTANE01:US12345

    For details on how to find requests, see Select requests to relate to changes.
    Default design part Enter the design part ID, or click the browse button to find one.
    Library cache area

    Select a library cache area from the list.

    This option is available only if at least one library cache area is defined for the project in the Administration Console.

  4. To save you selections as the stream's defaults, select Make the current configuration my default.

  5. Click OK.

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Set stream flags

Stream flags control the options for delivering changes to a stream. Using stream flags, you can lock a stream and require users to relate changes to requests.

For details on how to define project flags, see Set project flags.

To set stream flags:

  1. In the desktop client, with any stream open, select Stream > Stream Flags. The Set Stream Flags dialog box opens.

  2. On the General tab, select the stream for which to set flags. By default, your currently open stream is selected.

  3. Select the Options tab.

  4. Set the versioning options and Change Management rules:

    Option Description
    Version management options To prevent users from delivering, removing, modifying, or actioning item revisions in the stream, select Lock Stream.
    Change Management rules To require users to specify a request ID when making changes to the stream, select Valid request must be specified when delivering changes.

  5. Click OK.

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See also: