A Baseline Definition is a template that consists of a set of predefined filter criteria to accelerate baseline creation. Baseline definitions can also be modified from time to time to suit your changing requirements.
Prerequisite: You must have Create/View Baseline permission to both create and view baseline baseline definitions. You need View Only permission to only view baseline definitions.

Create Baseline Definitions

  1. Log on to TeamForge and select a project from My Workspace.

  2. Click Baselines from the Project Home menu.

  3. Click New Baseline.

  4. Enter values for the required fields.
  5. Define the filter criteria.

    You can define the filter criteria for Trackers, Documents, Source Code Repositories, File Releases and Binaries. Select the following tabs to view instructions.

    1. Select the tracker type(s) from the Tracker Type drop-down list.
    2. Click Add Filter(s).
      • Attribute–Select a tracker attribute from the drop-down list.
      • Condition–Select a condition from the drop-down list.
      • Value–For the selected attribute, either select one or more values or enter a value.

      For example, the following filter includes all the Closed tracker artifacts in the baseline.

    3. Click Add “AND” Condition to add more constraints to the filter criteria.
    4. Repeat steps b and c to add more filters.

      You can click the remove icon ( ) next to a filter criteria to remove it.

    5. Select the planning folder. Selecting the parent/root planning folder shows all its child/sub folders.

      For folders with sub folders, click More to view the complete folder structure and select the required folders.

      To view the filtered list of artifacts, click the view icon ( ) in the TRACKER/PLANNING FOLDER section. The Tracker/PlanningFolder Preview dialog box appears.

      You can also do a keyword search by clicking the search icon ( ) on the Tracker/PlanningFolder Preview dialog box.

    1. Select the document folder.

      For folders with sub folders, click More to view the complete folder structure and select the required sub folders.

    2. Select the document version.
    3. Click Add Filter(s).
      • Attribute–Select an attribute from the drop-down list.
      • Condition–Select a condition from the drop-down list.
      • Value–For the selected attribute, either select one or more values or enter a value.
    4. Click Add “AND” Condition to add more constraints to the filter criteria.
    5. Repeat steps c and d to add more filters.

      You can click the remove icon ( ) next to a filter criteria to remove it.

      To view the filtered list of documents, click the view icon ( ) in the DOCUMENTS section. The Documents Preview dialog box appears.

      You can also do a keyword search by clicking the search icon ( ) on the Documents Preview dialog box.

    1. Select the repository from the Repo/sitorySource Name drop-down list.

    2. Select the tag for the selected repository.

      You can click the View Tag link to view the tag details.

    3. Click Add another Repository to add more repositories.

    Select the package or the release name from the Package/Release Name drop-down list.

    To view the filtered list of files, click the view icon ( ) in the File Releases section.

    You can also do a keyword search by clicking the search icon ( ) on the File Releases dialog box.

    Select the server name or repository name from the Server/Repository Name drop-down list. All the folders, subfolders and files in the repository are selected by default.

    For repositories with sub folders, click More to view the complete folder structure and select the desired folders/files.

  6. Click Preview to Create to preview the baseline definition.

    Preview Baseline

  7. Click Save as Definition to save the baseline definition.

  8. Either enter a new name for the definition or leave the baseline title in the Name field.

  9. Click Save. If the entered name already exists, you are prompted to enter a different name.

  10. If required, click Back to edit the baseline definition on the Create Baseline page.

Create Baseline Definitions from an Existing Baseline Definition

Instead of creating a baseline definition from scratch, you can build one from an already existing baseline definition.

  1. Repeat steps 1 through 4 as discussed earlier in Create Baseline Definitions.

  2. Select a baseline definition from the Definition drop-down list.

    The selected baseline definition’s filter criteria are auto-populated.

  3. Review the filter criteria and modify the filters, if required.

  4. Repeat steps 5 through 9 as discussed earlier in Create Baseline Definitions and create the new baseline definition.

    Once saved, the new baseline definition is added to the list of baseline definitions.


View Baseline Definition

  1. Log on to TeamForge and select a project from My Workspace.

  2. Click Baselines from the Project Home menu.

  3. Click Definitions from the side navigation menu.

  4. Click on the required baseline definition from the list to view its details.