Grouping Document Versions in a Configuration

A configuration is a container for grouping a set of repository documents versions together to mark a particular point in a project, such as a release or other project milestone. You must have the Manage Configurations right to create configurations.

1. Select Repository > Configurations to open the List of Configurations.
2. Click the Add a Row tool to create a new configuration, and then click the Properties tool to open its property sheet.
3. Enter an appropriate Name, Code, and Comment to describe the configuration.
   
   
   
4. Click the Members tab to add document versions to the configuration, using the following tools.

   Tool	Description
   	Properties – Opens the selected repository document property sheet.
   	Add Document Version – Opens the Add Document to Configuration dialog, which allows you to specify the version of a document to add to the configuration.
   	Add Related Document Versions – [models only] Adds any models that the selected model references through external shortcuts. The related models are automatically added to the configuration.
   	Add Document Versions From a Configuration – Opens the Select Configuration dialog, which lets you select a configuration, whose members will be added to the configuration.
   	Check Out – Checks out the selected version (see Checking Documents Out of the Repository).
   	Freeze/Unfreeze - Freezes or unfreezes the selected version (see Freezing and Unfreezing Document Versions).
   	Lock/ Unlock - Locks or unlocks the selected version (see Locking and Unlocking Document Versions).
   	Delete – Deletes the selected version from the configuration (see Deleting Documents, Document Versions, and Folders).

   
   
   
5. Click OK to return to the List of Configurations.

In the following example, the versions used for a minor release are included in a configuration called Minor Release:

• Creating a Configuration from a Project or Folder
  You can quickly create a configuration from the current versions of all the documents in a project or repository folder by right-clicking it and selecting Create Configuration.
• Checking Out a Configuration
  When you check out a configuration, you check out all the document versions it contains.