Administering Projects and Lifecycles › Create a Snapshot View

Create a Snapshot View

The Snapshot View Properties dialog lets you define a snapshot view. Consider the following rules when create a snapshot view:

• You cannot take a snapshot if the parent view has any reserved or merge-tagged versions. Reserved versions must be checked in and merged versions must be resolved before taking the snapshot.
• Branch versions are never included in a snapshot because they do not affect views.
• You can only modify the Visible to Other Projects option in the snapshot view properties. The From View and As of Date values are set at creation time.

Follow these steps:

1. Click the Lifecycles tab of the Administrator application.
2. Navigate to the Data Views folder for your project, right-click the Snapshot Views folder, and select New Snapshot View from the shortcut menu.

   The Snapshot View Properties dialog appears.

3. Name the view and define it:

   From View

   Specifies the view on which it is based—because a snapshot is a read-only image of a working view. The snapshot is based on versions of items in this working view. You select a parent view from the list of working views available on this drop-down list.

   Visible to Other Projects

   Makes the snapshot view visible to other projects. You can include these snapshots in the baseline of other projects. When you copy a snapshot to the repository, it is automatically visible to other projects. (Working views are part of a project and are only accessible from within it.)

   Latest Versions

   Includes the latest versions of the current working view in the snapshot view.

   As of Modified Version Date

   Specifies a date and time. You can use the drop-down lists or accept the current date and time defaults. The take snapshot process captures versions in the current working view that were modified before or on the specified date and time.

   Important! This behavior deviates from AllFusion Harvest Change Manager 4.x. The date and time are compared with the version modification time. This option does not refer to the date and time that versions were present in the working view. For a description of how to simulate AllFusion Harvest Change Manager 4.x behavior, see tech note TEC293284 at http://ca.com/support. AllFusion Harvest Change Manager 4 is no longer supported; however, we provide this information as a courtesy to our AllFusion Harvest Change Manager 4 clients. For information about CA policy for unsupported products, see http://ca.com/support or contact your Account Representative.

   Click OK.

   The snapshot view is created and appears in the Lifecycles tab.