PureCM Administrator Guide


Table of Contents

Glossary
1. Getting Started
Introduction
Register a Server
Select a Repository
Working With Views
Creating a Repository
Adding Files & Folders
Import a Repository
2. Projects
About Projects
Projects
Versions
Releases
Features
Project Folders
3. Tasks
About Tasks
Task Workflow
Projects View
Creating Tasks
Moving/Scheduling Tasks
Show Releases for Completed Task
Task Operations
Task History
Task URL
4. Streams
About Streams
Creating a Stream
Importing Files into a Stream
Viewing the Stream Files
Viewing the Stream History
Comparing Streams
Deleting a Stream
Moving or Renaming a Stream
Creating a Stream Folder
Stream Tab Views
Stream Permissions
5. Merging
About Merging
Merging Between Versions
Merging from Versions to Features
Merging from Features to Versions
Merging Changesets
Merge Rules
Merging Within a Workspace
Changeset Merge History
6. Components (Shared Folders)
About Components
Creating a Component
Adding a Component to a Project
Updating a Component
Removing a Component
7. Users & Groups
About Users & Groups
Creating a Group
Creating a User
8. Policy Administration
About Policy Administration
Creating a Policyset
Defining a Policyset
List of Policies
9. File Permissions
About File Permissions
10. File Types
About File Types
Creating, Editing and Deleting File Types
File Type Flags
11. File Locking
About File Locking
Mandatory File Locking
Automatic File Locking
Manual File Locking
Stream Locking
Tracking Developer Changes and Deleting File Locks
12. View Server Connections
About Connections
Connection Entries
13. Event Log
About the Event Log
Event Log Entries
14. Reporting
About Reports
Task Burndown Reports
Developer Status Reports
Release Note Reports
Submitted Changesets Reports
Creating a Report Folder
Customising a Report
Report Permissions
15. Using Scripts
About Scripts
Installing Python (Windows)
Python Server Triggers
Python Repository Triggers
PureCM Server Functions
PureCM Repository Functions
16. Backup & Restore
About Backup & Restore
Backing Up the PureCM Data Files
Create a Snapshot
Restoring a Snapshot
Archiving the Log File
Applying the Log File
Resetting Policies
17. Administrator Command Line Tool
General
18. License Keys
About License Keys
Creating a License Key
License Keys Administration

List of Figures

1.1. Register Admin Server Wizard - Details
1.2. Register Admin Server Wizard - Authentication Type
1.3. Register Admin Server Wizard - Password Authentication
1.4. Register Admin Server Wizard - Complete
1.5. Repository Selection Dialog
1.6. PureCM Views
1.7. Repository Wizard - Details
1.8. Repository Properties - Change ID Format
1.9. Upload the Files
2.1. Project Objects
2.2. New Project
2.3. New Version
2.4. New Version Based on Another Version
2.5. Upload the Version Files
2.6. Select Files to Upload
2.7. Submitted Changesets
2.8. Version Without Stream
2.9. Version With Pending Changes
2.10. New Release
2.11. Show Releases
2.12. New Feature
2.13. Submitted Changesets
2.14. Feature Without Stream
2.15. Feature With Update Conflicts
2.16. New Folder
3.1. Task States
3.2. Projects View Tasks
3.3. New Task
3.4. New Task - Advanced
3.5. Select Stream
3.6. New Priority
3.7. Task History
3.8. Task URL
4.1. Stream Wizard - Stream Type
4.2. Stream Wizard - Stream Name and Description
4.3. Stream Wizard - Changeset and Location
4.4. Stream Wizard - Permissions
4.5. Stream Wizard - Stream Permissions
4.6. Stream Wizard - Complete
4.7. Upload the Stream Files
4.8. Stream Files
4.9. Stream History
4.10. Changeset Dialog
4.11. Stream Comparer Launched
4.12. Stream Selector
4.13. Stream Comparer
4.14. Comparer Options
4.15. Stream - Move Rename
4.16. Stream Folder Wizard - Name and Description
4.17. Stream Folder Wizard - Permissions
4.18. Stream Folder Wizard - Stream Permissions
4.19. Stream Folder Wizard - Complete
4.20. Stream Tabs - Normal
4.21. Stream Tabs - Hierarchy
5.1. Version with Pending Changes
5.2. Pending Changes
5.3. Pending Changes
5.4. Resolve Tool
5.5. Feature with Update Conflicts
5.6. Update Conflicts
5.7. Resolve Tool
5.8. Feature Merge Wizard - Merge All Changes?
5.9. Feature Merge Wizard - Description
5.10. Feature Merge Wizard - Select Changesets
5.11. Resolve Tool
5.12. Merge Wizard - Select Source Stream
5.13. Merge Wizard - Select Changesets
5.14. New Merge Rule
5.15. Merged Changesets
5.16. Pending Changesets
5.17. Stream Pending Merges
5.18. Merge Wizard - Select Source Stream
5.19. Changeset Dialog - Merged To
5.20. Changeset Dialog - Merged From
6.1. Select Component Folder
6.2. Select Component Stream
6.3. Select Component Version
6.4. Select Component Version
6.5. Manage Components
6.6. Manage Components
6.7. Select Component
6.8. Manage Components
6.9. Remove Component
7.1. Group Wizard - Details
7.2. Group Wizard - Select Users
7.3. Group Wizard - Complete
7.4. User Wizard - Details
7.5. User Wizard - Authentication
7.6. User Wizard - Groups
7.7. User Wizard - Complete
8.1. Policyset Wizard - Select Repository
8.2. Policyset Wizard - Select Stream
8.3. Policyset Wizard - Select User or Group
8.4. Policyset Wizard - Specify Name
8.5. Policyset Wizard - Complete
8.6. Policyset Properties - Empty
8.7. Policyset Properties - Completed
8.8. Policyset Properties - Policy Setting
10.1. File Type Properties - General
10.2. File Type Properties - Description
10.3. File Type Properties - Flags
11.1. Local Changesets Folder
13.1. Event Log
14.1. Task Burndown Report
14.2. Creating the Task Burndown Report
14.3. Developer Status Report
14.4. Creating the Developer Status Report
14.5. Release Notes Report
14.6. Creating the Release Notes Report
14.7. Release Notes Report Parameters
14.8. Selecting the Releases to Compare
14.9. Selecting Additional Columns
14.10. Submitted Changesets Report
14.11. Creating the Submitted Changesets Report
14.12. Selecting Additional Columns
14.13. Filtering the Report on a Stream
14.14. Report Folder Wizard - General
14.15. Report Folder Wizard - Permissions
14.16. General Page
14.17. Projects Page
14.18. Select Project Item
14.19. Streams Page
14.20. Dates Page
14.21. Components Page
14.22. XSLT Page
14.23. Report Permissions
18.1. License Key Entry

List of Tables

1.1. View Availability
1.2. Repository Change ID Format
4.1. Stream Permissions
8.1. General Policies
8.2. Administration
8.3. Repository Admin
8.4. Setup
8.5. Stream
8.6. General Professional
8.7. Issue Management
8.8. Task Management
9.1. File and Folder Permissions
10.1. Keywords
16.1. PureCM Data Files
16.2. PureCM Snapshot Files
16.3. PureCM Log Files
18.1. License Key States