A Baseline in TeamForge represents a snapshot of selected configuration items from a given TeamForge project at a given point in time. Such a baseline includes key data that describes or helps identify the configuration items in the same state as it existed at the time of creation of the baseline. You can create a Baseline when you accomplish specific milestones in your project or when you release or deliver a product.

What is a Baseline Definition?

A Baseline Definition is the filter criteria that is used to create a Baseline from a set of selected configuration items such as Tracker Artifacts, Documents, Source Code Repositories (only Git and Subversion are supported), File Releases, and Binaries (only Nexus binaries are supported) in a given TeamForge project.

A Baseline Definition can include other Baseline Definitions from within the same project, in which case the Baseline Definition would be derived as a union of the native filter conditions as defined in the Baseline Definition and the filter conditions of the selected Baseline Definitions.

What is a Project Baseline Definition?

A Project Baseline Definition is the filter criteria that is used to create a baseline from a set of selected configuration items at the project level. Such Project Baseline Definitions (in one TeamForge project) can include one or more Baseline Definitions too (on the same TeamForge project), in which case the Project Baseline Definition would be derived as a union of the native filter conditions as defined in the project Baseline Definition and the filter conditions of the selected Baseline Definitions. A TeamForge project can have only one Project Baseline Definition. Project Baseline Definition can be modified whenever required.

What is a Project Baseline?

A Project Baseline is a baseline created on a project at a given point in time. Once you have Project Baselines created, you can kick start new projects from Project Baselines and proceed from when and where the Project Baselines were created in the past. Project Baselines are typically created using Project Baseline Definitions. You can create as many as Project Baselines as required.

What is an External Baseline?

An “External Baseline” is a Baseline or a Project Baseline that is part of one TeamForge project and used in the Baseline, the Baseline Definition, or the Project Baseline Definition created in another TeamForge project.

Only approved External Baselines or Project Baselines can be included in a Baseline or a Baseline Definition or a Project Baseline Definition.

An External Baseline is just referenced, but not copied into the Baseline or the Baseline Definition or the Project Baseline Definition in which it is included.

A new section “External Baselines” has been added in Create Baseline, Create Definition, and Project Baseline Definition pages.

What is a Baseline Package?

A Baseline Package is a downloadable package of physical project artifacts such as Tracker Artifacts, Documents, and so on generated from an approved Baseline or a Project Baseline. Once generated, you can download and share the package with your stakeholders.

Is there a separate license for the Baseline tool in TeamForge?

Yes, Baseline has its own license in TeamForge. You must have both ALM and Baseline licenses to create and work with the Baseline tool in TeamForge. For more information, see TeamForge License.

What is a Configuration Item?

A Configuration item is a project artifact that can be uniquely identified.

Typically, a Baseline in TeamForge can include the following configuration items:

  • Tracker Artifacts
  • Documents
  • Source Code Repositories (from Git/Subversion repositories, identified by Tags)
  • File Releases
  • Binaries (only Nexus binaries are supported)

What are the permissions associated with the Baseline tool?

Here’s a list of Baseline-specific permissions. You can set up site-wide, project-level or global roles in TeamForge with the following permissions.

Baseline Permissions User Actions
BASELINE ADMIN

Users with this permission can:

  • Manage custom attributes
  • Manage custom statuses
  • Manage workflow status transition
  • Manage field inclusions
CREATE/VIEW BASELINE

Users with this permission can:

  • Create a new baseline definition
  • Create a new baseline
  • View baseline definitions and baselines
  • Search for baseline definitions and baselines
  • Compare baselines
VIEW ONLY

Users with this permission can:

  • View baseline definitions and baselines
  • Search for baseline definitions and baselines
  • Compare baselines
CREATE PROJECT BASELINE Users with this permission can create a project baseline.
PROJECT BASELINE DEFINITION

Users with this permission can:

  • Create a new project baseline definition
  • Update an existing project baseline definition
BASELINE REVIEW

Users with this permission can:

  • Review a baseline
  • Approve a baseline
  • Reject a baseline
PACKAGE GENERATION Users with this permission can generate package(s) from approved item level or project baselines.
PACKAGE DOWNLOAD

Users with this permission can download the package(s) generated from approved item level or project baselines.

How would you create a Baseline in TeamForge?

Baseline creation in TeamForge involves the following steps:

1. Create baseline definitions

You can create a baseline definition by defining the filter criteria for Tracker Artifacts, Documents, Source Code Repositories, File Releases, and Binaries. Baseline definitions can be used while creating the baseline. You can also edit a baseline definition at any point in time. For more information, see Create Baseline Definitions.

2. Create baselines

You can create a new baseline using an existing baseline definition or without a definition. Baselines become immutable after their creation. For more information, see Create Baselines.

3. Review baselines

You can review the baseline once it is created. During the review cycle, the baselines can either be approved or rejected. For more information, see Review Baselines.

4. Compare baselines

You can compare two baselines created in distinct timelines to view the difference between them. For more information, see Compare Baselines.

5. Create baseline packages

You can create one or more baseline packages from approved baselines. As baseline package creation takes a long time, it runs as a backend process. The baseline database server takes care of the package creation. For more information, see Generate and Download Baseline Packages.

How would I install Baseline?

Baseline services can be installed when you install TeamForge. For more information on Baseline hardware requirements, see Baseline Hardware Requirements.

It’s highly recommended that you install the TeamForge Baseline services on a separate server as the baseline process can consume considerable CPU and database resources. For more information, see Install TeamForge in a Distributed Setup.

How to enable Baseline for projects?

The Baseline tool is enabled by default for any new project created after you install Baseline on your site. However, you must enable Baseline for old projects that were created before Baseline installation.

To add the Baseline tool to an existing TeamForge project:

  1. Log on to TeamForge and select a project from the My Workspace menu.
  2. Select Project Admin > Tools from the Project Home menu.
  3. Select the Baselines check box and click Save.

    Enable Baselines for projects created before Baseline installation

    A new tool, Baselines, is added to the Project Home menu.

    Baselines tool added to the Project Home menu

To use the Baseline feature, a TeamForge user must have the Baseline license and the required baseline permissions to perform various functions.

For example, a user with the VIEW ONLY permission can view baselines and baseline definitions, search for baselines and baseline definitions, and compare baselines. For more information about baseline permissions, see What are the permissions associated with the Baseline tool?

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