StarTeam 17.0 Cross-Platform Client Help Micro Focus The Lawn 22-30 Old Bath Road Newbury, Berkshire RG14 1QN UK http://www.microfocus.com © Copyright 2019 Micro Focus or one of its affiliates. MICRO FOCUS, the Micro Focus logo and StarTeam are trademarks or registered trademarks of Micro Focus or one of its affiliates. All other marks are the property of their respective owners. 2019-02-03 ii Contents StarTeam Cross-Platform Client ..................................................................... 11 Welcome to StarTeam .......................................................................................................11 Introduction ....................................................................................................................... 11 Installation and Licensing for StarTeam ..................................................................11 Products Included with StarTeam Enterprise Licenses .......................................... 12 Products Included with StarTeam Enterprise Advantage Licenses ........................ 14 About Source Control ............................................................................................. 15 Standard StarTeam Architecture Overview ............................................................ 16 Contacting Support ................................................................................................ 17 StarTeam Basics ............................................................................................................... 17 Containers .............................................................................................................. 17 Artifacts .................................................................................................................. 19 Artifacts Versus Items .............................................................................................20 Folders ................................................................................................................... 21 Folders and Views .................................................................................................. 22 Files ........................................................................................................................23 Change Requests ...................................................................................................24 Requirements ......................................................................................................... 28 Tasks ...................................................................................................................... 29 Topics ..................................................................................................................... 30 Links: Internal and External ....................................................................................30 Labels .....................................................................................................................31 Branching, Merging and Dot Notation .................................................................... 33 Sharing and Cheap Copies .................................................................................... 36 Setting Access Rights ............................................................................................ 38 Promotion States ....................................................................................................41 Audit Log ................................................................................................................ 41 Table of Common Operations .................................................................................46 Testing and Reporting Overview ....................................................................................... 48 Change Requests ...................................................................................................48 Queries ...................................................................................................................49 Classic Reports ...................................................................................................... 49 Charts .....................................................................................................................51 Filters ......................................................................................................................51 Fields ......................................................................................................................51 Data Export with Datamart .....................................................................................52 Tour of the UI .....................................................................................................................52 Cross-Platform Client UI .........................................................................................52 Project Menu .......................................................................................................... 56 View Menu ..............................................................................................................57 Folder Tree Menu ................................................................................................... 57 Folder Menu ........................................................................................................... 58 File Menu ................................................................................................................60 Change Request Menu .......................................................................................... 63 Requirement Menu .................................................................................................65 Task Menu .............................................................................................................. 67 Topic Menu ............................................................................................................. 70 Audit Menu ............................................................................................................. 72 Tools Menu ............................................................................................................. 73 Window Menu .........................................................................................................74 Help Menu .............................................................................................................. 74 Contents | 3 Client Keyboard Shortcuts ......................................................................................74 Change Perspective UI ...........................................................................................75 Chart Window .........................................................................................................77 View Compare/Merge .............................................................................................78 Logging on to and off of a Server ......................................................................................81 Logging on to StarTeam Server and Creating or Opening a Project ...................... 81 Logging on as a Different User ...............................................................................81 Logging Off .............................................................................................................82 Accessing Projects and Items ........................................................................................... 82 Search .................................................................................................................... 83 Copying and Opening URLs ...................................................................................88 Creating Shortcuts ................................................................................................. 89 Opening StarTeam Agile ........................................................................................ 89 Configuring Your Client ..................................................................................................... 89 Connecting to a Server Configuration .................................................................... 89 Changing Your Password ....................................................................................... 90 Auto Client Update ................................................................................................. 90 Configuring an Alternate Editor, Merge, or Comparison Utility ...............................91 Configuring the Display Order of Component Tabs in the Client ............................91 Show Advanced Menus ..........................................................................................91 Controlling How File Status Information is Stored ..................................................92 Distribute starteam-client-options.xml through StarFlow Extensions ..................... 93 Customizing Personal Options ............................................................................... 93 Customizing the Detail Pane .................................................................................. 93 Displaying Additional Fields ....................................................................................94 Displaying and Customizing Logging Options ........................................................95 Displaying Notifications in the StarTeam Cross-Platform Client ............................. 95 Editing Your Account