A process rule specifies how a project will be updated.
Use the following procedure to change the information about a process rule.
If you need to find a process rule, see Finding an object.
A description gives a short explanation about the process rule.
If the process rule has a release set, the release field shows it. You cannot change the release, but you can act on it by right-clicking over it and making a selection.
This field is active before the process rule has been used for a particular release.
You can set a purpose, create a purpose, delete a purpose, or edit a purpose by clicking the browse button and using the Purposes dialog box.
The Created From field shows the process rule used to create this process rule. You cannot change this field, but you can act on it by right-clicking over it and making a selection.
This field is active if your database is enabled to use DCM.
The list shows which database controls the folder template. The folder template must be in the controlling database for you to modify it. You will see the following different buttons depending on the value of this list:
If the folder template is controlled in the current database, you will see the Give Control To, Accept Control From, and Cancel buttons. The buttons are defined below.
If the folder template is controlled in a different database, you will see the Take Control, Accept Control From, and Cancel buttons. The buttons are defined below.
If the folder template is waiting for a different database to take control, you will see the Take Control, Take Control From, Accept Control From, and Cancel buttons. The buttons are defined below.
Click Give Control To to display a list of databases that have been set to allow control in other databases. Click Accept Control From to display a list of all databases. Click Take Control to set control to the current database.
The options that you will see depend on whether or not the process rule has a release set for it.
These fields enable you to set a specific release or a keyword for the release (either %release or %baseline_release). The keyword %release means that the baseline must have the same release value as the process rule. The keyword %baseline_release means that the baseline must have the same release value as the baseline release for the process rule. The keywords allow you to set up a default process rule with a baseline search order that can be used for any release.
For example, consider a process rule for release 2.3 with a purpose of Integration Testing. If the following release/purpose pairs are used to search for a baseline: %release, Integration Testing and %baseline_release, Any, and the process rule uses the latest baseline, then it will use the following logic to search for a baseline. If there is a published baseline with a release value of 2.3 and a purpose of Integration Testing, it is used. If there is no such published baseline because a baseline has not yet been published or released for release 2.3, the latest published baseline for release 2.2 is used. Thus, a process rule can specify that the published baseline that corresponds to the final build is used as the baseline for the new release, until the baseline for the new release is published or released.
You will see Baseline specified on process rule option if the process rule is a generic process rule. You will see the Specific baseline option if the process rule is now a release-specific process rule, and the generic process rule was created with the Baseline specified on process rule set.
By setting this, you are specifying how the baseline will be found for project groupings. You do not want to specify a specific baseline; this will keep the process rule generic.
Later, when you add this process rule to a release, Rational Synergy will automatically create a release-specific process rule, and you will need to set a specific baseline, which is described in the next paragraph.
You will need to select a specific baseline to set the baseline for the project grouping. Click this option, then click the browse button to search for the baseline you want to set.
The Select Baseline dialog box appears. Use it to enter attributes to narrow the scope of your search.
Setting this option means that the process rule will not specify how to find the baseline projects, but you can specify this on the project grouping. For example, the Custom Development process rule uses this setting.
Folder templates create folders. Folders group the tasks gathered for the project groupings.
If the process rule is a release-specific process rule, you can add or remove folders and folder templates. If the process rule is a generic process rule, you can only add or remove folder templates.
To add, click the plus sign and the Select Folder or Folder Template dialog box appears. Use it to enter attributes to narrow the scope of your search.
To remove, click the folder or folder template you no longer want, then click the minus sign next to it.