Modifying the properties of a process rule

A process rule specifies how a project is updated.

About this task

To find a process rule, see Finding an object.

Procedure

  1. Right-click over the process rule whose properties you want to modify, and select Properties.
  2. In the Properties dialog box, modify the fields in the Properties tab, as required.
    • Description

      A description gives a short explanation about the process rule.

    • Release

      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.

    • Purpose

      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.

    • Created From

      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.

    • Modifiable In

      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. The following buttons display, depending on the value of the list:

      If the folder template is controlled in the current database, the Give Control To, Accept Control From, and Cancel buttons are shown. The buttons are defined below.

      If the folder template is controlled in a different database, the Take Control, Accept Control From, and Cancel buttons are shown. The buttons are defined below.

      If the folder template is waiting for a different database to take control, the Take Control, Take Control From, Accept Control From, and Cancel buttons are shown. The buttons are defined below.

      Click Give Control To to display a list of databases that were 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.

  3. Modify the fields in the Baseline Projects tab, as necessary.

    The options that you see depend on whether the process rule has a release set for it.

    • Latest: published baseline, static projects, static or build management projects

      Use the fields 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. Use the keywords 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 uses 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 published baseline because a baseline was not published or released for release 2.3, the latest published baseline for release 2.2 is used. 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.

    • Baseline specified on process rule/Specific baseline

      The Baseline specified on process rule option is shown if the process rule is a generic process rule. The Specific baseline option is shown 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.

      You are specifying how the baseline is found for project groupings. You do not want to specify a specific baseline to keep the process rule generic.

      Later, when you add this process rule to a release, a release-specific process rule is automatically created. Set a specific baseline, which is described in the next paragraph.

      Select a specific baseline to set the baseline for the project grouping. Click this option, then click Browse to search for the baseline you want to set.

      Use the Select Baseline dialog box to enter attributes to narrow the scope of your search.

      Choose the baseline and click OK.

    • Baseline specified on project grouping

      Setting this option means that the process rule does not specify how to find the baseline projects. You can specify baseline projects on the project grouping. For example, the Custom Development process rule uses this setting.

  4. Add or remove folders or folder templates in the Tasks tab, as necessary.

    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. Use the Select Folder or Folder Template dialog box 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.

  5. View and modify transfer set membership.
  6. Click OK to save the changes.

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