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Create a Baseline Type:
Input: Provide a name like "QA Approved."
Result: A baseline type is created and can be associated with configurations.
Enable a Baseline Type:
Input: Select a configuration area.
Result: "QA Approved" is available for configurations within that area.
Functionalities
Creating Baselines
Baselines can be created in two ways: Full or Partial.
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Full Baseline:
All configuration items (CIs) are included.
Example: A configuration for a software release with all features enabled.
Partial Baseline:
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Selected CIs associated with specific baseline types are included.
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Step-by-Step Guide
1. Creating a New Baseline
Prerequisites
Permissions:
To create or modify a baseline, you must have the
maintain-type-system
permission in the space or configuration area.To enable a baseline type for a configuration area, you need
modify-configuration-area
permission.
Workflow
Access the Configuration:
Navigate to the Configuration Management interface.
Select the desired configuration you want to baseline.
Select Baseline Type:
Go to the Baseline Types tab.
Choose an existing baseline type or create a new one:
Option 1: Create a new type by clicking Add Baseline Type and providing a name (e.g., QA Approved).
Option 2: Select an existing type from the sorted and filterable list.
Create the Baseline:
Choose the scope of the baseline:
Full Baseline: Select all configuration items (CIs) in the configuration.
Partial Baseline: Choose specific CIs associated with the selected baseline type.
Confirm and save the new baseline.
Diagram: Baseline Creation Process
Below is a flowchart of the baseline creation process:
Code Block |
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[StartConfiguration] --> [SelectBaseline Types ConfigurationTab] --> [Choose BaselineSelect Type] --> [Full or Partial?] --> (Full) --> [CopyCreate Baseline: All CIs] --> [New Baseline: Full] --> (Partial) --> [Select CIs] --> [NewCreate Baseline: Partial CIs] |
Closing Baselines
Configurations or items can be transitioned to a Closed Baseline state:
Rules:
All internal and external work products must be in the Closed Baseline state.
Users are informed of irreversible actions before proceeding.
Diagram: State Transition to "Closed Baseline"
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2. Viewing Existing Baselines
Steps:
Open the Baseline Types tab in the configuration area.
Use the filter or sort functionality to locate the baseline type of interest.
Review associated CIs, descriptions, and metadata.
Example:
Scenario: You created a baseline for a software release tagged Release 1.0.
Action: Filter for baseline types labeled Release and view the associated CIs.
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3. Managing Baseline Types
Add or Remove Baseline Types
Add:
Navigate to the Baseline Types tab.
Click Add Baseline Type and define its name and key.
Remove:
Select the baseline type and click Remove. Baseline types that are actively associated with unit types cannot be removed.
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4. Closing a Baseline
When to Use:
Close a baseline when the configuration is finalized and no further changes are allowed.
Steps:
Open the configuration.
Ensure all CIs are in a state that supports closing (e.g., QA Approved or Production Ready).
Set the configuration’s state to Closed Baseline.
Confirm the action:
The system will validate all CIs.
If prerequisites are unmet, the system will inform you and cancel the action.
Diagram: Closing a Baseline
Code Block |
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[Configuration] --> [Validate ConditionsCIs] --> [ClosedClose Baseline State] | | [Fail: Inform User]Code kopieren |
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Example:
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Scenario:
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Configuration: "Release 1.0"
Result: All associated work products must meet the Closed Baseline state.
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Example 2: Partial Baseline Closure:
Configuration: "Bug Fix 1.0.1"
Result: Only selected work products are validated.
Deriving Streams
Streams can be derived from baselines to enable further development or updates:
Full Baseline:
Copies all configuration items.
Partial Baseline:
Copies only selected baseline items.
Diagram: Deriving a Stream
Code Block |
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[Baseline] --> [Derive Stream] --> [Initial State Stream] |
Examples: Deriving Streams
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Example 1: Full Baseline Stream:
Baseline: "Release 1.0"
Stream: "Feature Addition for Release 1.1"
Example 2: Partial Baseline Stream:
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Baseline: "Bug Fix 1.0.1"
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A Closed Baseline is required for an audit.
Action: Transition all CIs to Closed Baseline, ensuring no modifications are possible.
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5. Deriving a Stream from a Baseline
When to Use:
Create a development or feature stream from an existing baseline.
Steps:
Select a baseline (e.g., Release 1.0).
Click Derive Stream.
Choose whether to:
Include all CIs (Full Stream).
Include only specific baseline items (Partial Stream).
Confirm to create a new configuration in the Initial state.
Example:
Scenario: Derive a stream from Release 1.0 for a Bug Fix 1.0.1.
Result: A partial stream containing only the required fixes.
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Examples of Usage
1. Full Baseline Example
Scenario: Prepare a snapshot for a major release.
Steps:
Open configuration Project X.
Add a new baseline type Major Release.
Create a full baseline, including all 100 CIs.
Outcome: A baseline named Project X – Release 1.0 is created.
2. Partial Baseline Example
Scenario: Snapshot a subset of features for a minor release.
Steps:
Open configuration Project Y.
Use the baseline type Bug Fixes Only.
Select 20 specific CIs and create the partial baseline.
Outcome: A baseline named Project Y – Patch 1.0.1 is created.
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REST Services
Endpoint Priority | Description |
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High | Create/Modify Baseline Type, Retrieve Configuration CIs. |
Medium | Retrieve all Baseline Types for a Configuration. |
Low | Add/Remove Baseline Types from Configuration Areas. |
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