Open streams and set defaults

In the web client, you can specify a default stream and define its settings, such as the work area, design part, or request. Use stream flags to set the options for delivering changes to a stream.

Set default stream

When you log in, the web client automatically opens the last stream you used. You can open any Dimensions CM stream and set it as your current stream.

To set your current stream:

  1. In the web client, open the Streams view.

  2. Expand the relevant node, for example, Inbox or Catalog.

  3. In the content pane, select the stream you want to set as current.

  4. On the toolbar, click Set as Current.

  5. Click Yes to confirm.

  6. Click the stream to open it and view its properties, such as the status, creation and last update date, or the user who last updated it.

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Set stream defaults

You can save the default settings for your current stream in the web 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.

Dimensions CM can store the following stream defaults:

To define a stream's default settings:

  1. In the status area at the bottom of the web client's window, click the settings icon next to the stream name.

  2. In the Set Stream Default Settings dialog box, specify the following settings:

    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 from different providers.
    Default design part Enter the design part ID, or click the browse button to find one.
    Optional 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.

  3. Click OK.

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Set default work area

You can define a default work area for your current stream in the web client.

To select a work area:

  1. In the status area at the bottom of the web client's window, click the Work Area name link.

  2. In the Set Stream Work Area dialog box, enter the new 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, 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 click the browse button and navigate to the folder.

  3. Click OK.

For details on how to set other defaults, see Define project/stream default settings.

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Set stream options

Open a stream to set its options for delivering changes. You can also view stream details, such as the status, creation and last update date, or the user who last updated the stream.

To set stream options:

  1. To set the options for your current stream, open the My Current Stream view, and click Open on the toolbar.

    To set the options for another stream, open the Streams view, expand the appropriate node in the navigation pane, and click a stream in the content pane.

    The Open Stream dialog box opens, displaying general information about the stream. The details are display-only, except the stream ID that you can edit.

  2. Select the Options tab.

  3. 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.

  4. Click OK.

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See also: