Releasing a Document

After a document has been modified, authorization will eventually be received to release it to production (or similar) for the next development phase. This next step will assign the document to the SmarTeam Release vault, placing the object in a Released state. You can perform a Release operation on a document that is assigned one of the following states:

After a document is placed in a Released state, its security is ensured. Modifications can only be carried out on the Released document by checking it out as a New Release with a new revision number.

After documents have been saved to the Release vault they can only be changed after a New Release operation has been performed.

Notes:

To release a document to the SmarTeam vault:

  1. Select the document to display its profile card.
  2. From the Lifecycle menu, select .
  3. The Release, Light Mode window appears.

    See Light Mode Release Page and Fields for details of all the operations and fields on this page.

  4. If you need to apply the operation to single or multiple selections with children, click to open the Release window in Advanced Mode.
  5. See Advanced Mode Release Page and Fields for details of all the operations and fields on this page.

Light Mode Release Page and Fields

Link to Lifecycle_Release_Light%20Mode%201.gif

You can fill in the fields in the Light Mode Release page as follows:

  1. Click the General tab to bring it forward:
    • In the Comment field, right-click, to enter any comments relating to this Release process
  2. Select the Keep Checked Out option to keep the file checked out for modifications after performing the Release operation
  3. Check the Keep Local File box to keep the file located in the working directory in read-only mode.
  4. Click the Revision tab and the Current Revision appears automatically selected
  5. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status.
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields.
  6. Click the Options tab and select or clear the Copy General Link checkbox.
  7. Click to evaluate the Check In operation results and remain in the window.
  8. OR

    Click to perform the Check In operation and exit the Check In window.

Advanced Mode Release Page and Fields

Link to Lifecycle_Release_Advanced%20Mode%201.gif

Fill in the fields in the Advanced Settings Release page:

  1. From the Change Operation combo box, select the operation to perform:
    • Set to Release - Select this option to copy the file to the Release vault. You can modify the document by checking it out as a New Release with a new revision number
    • Set to No Operation - Select this option to perform no operation on the selected document
  2. In the Actions combo box, select the action to perform:
    • Propagate Operation
    • Propagate Settings
    • Show Parents
  3. In the Comment field, right-click, to enter any comments relating to this Release process.
  4. Select the Keep Checked Out option to keep the file checked out for modifications after performing the Release operation
  5. Check the Keep Local File box to keep the file located in the working directory in read-only mode.
  6. Click the Revision tab and the Current Revision appears automatically selected.
  7. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status.
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields.
  8. Click the Options tab and select or clear the Copy General Link checkbox.
  9. Click to evaluate the Release operation results and remain in the window.
  10. OR

    Click to perform the Release operation and exit the Release window.