Managing Versions, Items, and Paths › Take Snapshot Process › Take a Snapshot

Take a Snapshot

The Take Snapshot process lets you create a snapshot of the current working view.

Follow these steps:

1. Navigate to the state that has the working view you want to capture in a snapshot.
2. Right-click the state, and select Take Snapshot process from the shortcut menu.

   The Take Snapshot process dialog appears.

   Note: The lowercase italic text indicates the process dialog name by the process type, since the process execution dialog names differ to each site.

3. Name the snapshot, and select options for it:

   Snapshot Name

   Names the snapshot to be created. A default name might have been specified in the process Properties dialog. The name should be used as a template to illustrate a naming convention because multiple snapshots with the same name cannot be created.

   Visible to other Projects

   Makes the snapshot view available to be used in the baseline view of other projects, that is, it will be listed in the Configure Baseline dialog. Typically, only snapshots that represent significant phases of development should be made externally visible.

   Latest versions in this view

   Captures the latest versions in the current working view. If the latest version in the working view has been reserved, the latest one with a normal tag in the trunk is selected.

   As of specified date and time

   Includes versions in the current working view that were modified before or on a specified date and time. Use the calendar feature to specify a date and time or accept the default of the current date and time.

   Important! This behavior deviates from CA Harvest SCM Change Manager r4.x. The date and time is compared with the version modification time. It does not refer to the date and time that versions were present in the working view. For a description of how to simulate CA Harvest SCM Change Manager r4.x behavior, see tech note TEC293284 at http://ca.com/support. CA Harvest SCM Change Manager r4 is no longer supported; however, we provide this information as a courtesy to our CA Harvest SCM Change Manager r4 clients. For information about CA policy for unsupported products, see http://ca.com/support or contact your Account Representative.

4. (Optional) Select packages to include in the snapshot view:

   Snapshot view with additional packages

   Includes the versions contained in the snapshot view specified in the drop-down list, plus the packages listed in Specified packages.

   Note: The drop-down list shows snapshot views in the current project.

   Baseline with additional packages

   Includes the latest versions in the baseline and the latest versions in the Specified packages.

   Specified packages

   Specifies packages from the current state. Click Add (the plus [+] sign) to open the Select Packages dialog. You can remove packages by selecting them and clicking Remove (the minus [-] sign). Initially this list is empty.

5. (Optional) Click the button next to the Path field to open the Repository Path Selection dialog, and select a path to include in the snapshot.

   The selected path populates the Path field.

6. (Optional) Click the button next to the SubPath field to open the Repository Path Selection dialog, which shows the subpaths under the Path selected in the Path field. You can select multiple subpaths. Verify that the subpaths selected belong to the same parent. If not, select a common parent. Click OK.

   All the subpaths that you selected populate the SubPath field.

   Note: This SubPath field is applicable only for the option “Latest versions in this view.”

7. (Optional) Click Note to view information about the process.

   Click OK.

   The versions are captured in the snapshot and the snapshot is listed in the snapshot state.