Creating Snapshot Configurations

Before you can create a snapshot, you must create a corresponding snapshot configuration that specifies which items will be included in the snapshot.

To create a snapshot configuration

1. In the Version Management pathway, click New Snapshot Configuration.

The New Snapshot Configuration dialog opens:



2. Enter a name and description for the snapshot configuration.
3. Enter the number of delta snapshots that are allowed per baseline snapshot. The default value is 365 delta snapshots. The valid range for this option is 1 to 1000. For more information on delta snapshots, see Understanding Delta Snapshot.
You can also click the up arrow or the down arrow near the "Number of delta snapshots" field to increase or decrease the number of delta snapshots.
4. Specify which items you want to include in the snapshots:
• All items in Production: Includes all items of the production area in the snapshots. Skip to step if you select this option.
• Item selection in Production: Includes only selected items in the snapshots.
• Advanced item query in Production: Includes the items that result from a specific query. If you select this option, specify the SDCAC query in the field that becomes available, and skip to step .

For more information on SDCAC, see the description for the QuerySdcac class in the Java API online documentation.

• Item tree in Production (select root items): Includes selected root-level items and any item in their namespace in the snapshots.
• Reference data item trees without scanned data (select root items): Includes selected root-level data contexts and all their subcontexts and data concepts.
Reference and value collections will not be included in the snapshots.
5. Perform these steps to specify an item that you want to include in the snapshots:
1. Under Seed Items, click Add Items:



The Add Seed Items dialog opens:



2. In the Name field, enter a search term for the item that you want to include.
3. From the Type drop-down list, select the type of the item.
4. Click Search.

The matching items are listed:



5. Select the item that you want to include, then click OK.

The item is added to the Seed Items table:



6. Repeat step through step for each additional item.
6. Click Create to create the snapshot configuration.

The newly created configuration opens in the Snapshot Configuration dialog:

To edit a snapshot configuration

1. In the Version Management pathway, click the snapshot configuration that you want to edit.

The configuration opens in the Snapshot Configuration dialog:



2. Click Edit.

The dialog switches to edit mode:



The edit mode provides these editing options:

• Modifying the description for the snapshot configuration.
• Switching to a different method for specifying the items for the snapshots.

Depending on the selected method, these additional options are available:

• Adding additional items for the snapshots
• Removing items from the Seed Items table
• Modifying the SDCAC query that identifies the items for the snapshots
3. Edit the snapshot configuration as required.
4. Click Save & Exit to save your changes and end the edit mode.

To delete a snapshot configuration

1. In the Version Management pathway, click the configuration you want to delete.
2. In the Snapshot Configuration dialog, click Delete:



3. Confirm the deletion.