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, it must have the status Checked In, Checked Out or New.
- Before you perform a lifecycle operation verify that the lifecycle default view in the Preferences window is configured for the mode you require. See Configuring Lifecycle Options for details.
To release a document to the SmarTeam vault:
- Select the document to display its profile card.
- From the Lifecycle menu, select
.
The Release, Light Mode window appears.
See Light Mode Release Page and Fields for details of all the operations and fields on this page.
- If you need to apply the operation to single or multiple selections with children, click
to open the Release window in Advanced Mode.
See Advanced Mode Release Page and Fields for details of all the operations and fields on this page.
Light Mode Release Page and Fields
You can fill in the fields in the Light Mode Release page as follows:
- Click the General tab to bring it forward:
- Select the Keep Checked Out option to keep the file checked out for modifications after performing the Release operation
- Check the Keep Local File box to keep the file located in the working directory in read-only mode.
- Click the Revision tab and the Current Revision appears automatically selected
- Click the Effectivity tab and perform the following:
- Click the Options tab and select or clear the Copy General Link checkbox.
- Click
to evaluate the Check In operation results and remain in the window.
OR
Click
to perform the Check In operation and exit the Check In window.
Advanced Mode Release Page and Fields
Fill in the fields in the Advanced Settings Release page:
- From the Change Operation combo box, select the operation to perform:
- In the Actions combo box, select the action to perform:
- In the Comment field, right-click, to enter any comments relating to this Release process.
- Select the Keep Checked Out option to keep the file checked out for modifications after performing the Release operation
- Check the Keep Local File box to keep the file located in the working directory in read-only mode.
- Click the Revision tab and the Current Revision appears automatically selected.
- Click the Effectivity tab and perform the following:
- Click the Options tab and select or clear the Copy General Link checkbox.
- Click
to evaluate the Release operation results and remain in the window.
OR
Click
to perform the Release operation and exit the Release window.