Table of Contents

Chapter 1

Overview of Dimensions CM for Visual Studio            5

What is Dimensions for Visual Studio?            6

Supported Versions of Visual Studio            6

Chapter 2

Connecting to Dimensions CM            7

Installing the Integration            8

Managing Connections to Dimensions CM            8

Opening a Connection to Dimensions CM            10

Using Automatic Log In            10

About Automatic Log In            10

Enabling Automatic Log In            10

Using Automatic Log In            11

Working Offline            11

Chapter 3

Managing your Work            13

About File and Version Management            14

Sharing Work Areas with Other Dimensions Clients            14

Setting Up Source Control            14

Choosing the Source Control Provider and Setting Options            15

Adding Visual Studio Solutions, Projects, and Files to Source Control            16

Connecting to Source Control Projects from Additional Workstations            19

Ensuring Project References are Saved            19

Restoring Source Control Bindings and Features            19

Attaching to source control            20

Moving Files and Folders Between Projects            20

Working with Dimensions CM Projects            21

About Working with Dimensions CM Projects            21

Requiring File Checkout for Dimensions Projects            21

Creating New Projects            22

Getting Files            23

Checking Out Files            24

Undoing Check Out            25

Checking In Files            25

Accessing Specific Revisions            26

Synchronizing Dimensions CM Projects            26

About Synchronizing Dimensions CM Projects            26

Overview of Synchronization Change Types            27

Using the Dimensions CM Synchronize Wizard            28

Working with Dimensions CM Streams            31

About Streams            31

Personal Streams            31

Creating New Streams            31

Delivering Local Changes to a Stream            32

Resolving Conflicts Between Local Files and Repository Files            34

Updating a Work Area from a Stream            34

Locking Files in a Stream            36

Using Wildcards to Include and Exclude Files and Folders            36

Merging Changes across Streams            37

Merging Specific Changes between Streams (Cherrypicking)            37

Merging Changes across Streams            37

Merging Changes from a Baseline into a Stream            39

Merging Changes from Requests Owned by Another Stream            39

Shelving Streams            41

About Shelving            41

Shelving Changes            41

Restoring Shelved Changes            41

Invoking Dimensions Deployment            43

Viewing and Updating Previous Revisions            43

Viewing and Updating Dimensions CM Item Information            43

Comparing Files and Revisions            44

About Comparing and Merging            44

Comparing the Working File with the Latest Revision            44

Comparing the Working File with Previous Revisions            44

Working with Baselines            45

Displaying Baselines            45

Creating Baselines            45

Creating Projects and Streams from Baselines            48

Creating Shortcuts to Favorite Baselines            49

Working with Changesets            50

About Changesets            50

Displaying the Changes to a Stream or Project            51

Updating a Work Area from a Stream or Project Version            52

Creating a New Stream or Project from a Stream Version            52

Opening Related Changeset Requests            52

Comparing Changeset Items            52

Displaying the History of a Changeset Item            53

Displaying the Pedigree of a Changeset Item            53

Browsing a Changeset Item Revision            53

Opening the Changesets Graph            54

Opening Peer Reviews and Build Results            54

Customizing and Moving Changeset Columns            54

Viewing File Annotations            56

About Annotations            56

Opening the Annotations View            57

Browsing an Item Revision            57

Opening a Request Related to an Item Revision            57

Comparing an Item Revision with its Ancestor            57

Creating Shortcuts to Favorite Projects and Streams            58

Default File Merge Tool            58

Chapter 4

Creating and Managing Requests            59

Request Management Overview            60

About Request Management            60

About Dimensions CM Requests            60

Working with Dimensions CM Requests            61

Displaying all Available Requests in a Project or Stre am            61

Choosing Requests to Work On            61

Opening and Editing a Request            61

Managing Lists of Requests            63

Creating a New Request            65

Managing Attachments            67

Delegating Requests to Users            69

Actioning Requests            70

Relating Requests to Items            71

Managing Items that are Related to Requests            72

Updating a Work Area from Requests            74

Dialog Box Reference            77

Serena Explorer Window            77

Browse Request Dialog            77

Defining Connections and Logging In            77

Dimensions CM Connection Details Dialog            78

Add Colleague Dialog            78

New Attachment Dialog             79

Edit Attachment Description Dialog            79

Action Request Wizard            80

New Request Wizard            81

Edit Attributes Dialog            83

Add Requests to Job Dialog            83

Select Request List Dialog            83

New Request List Dialog            83

Create Job Dialog            84

Delegate Requests Dialog            84

Delegate to User Dialog            84

Active Job Window            85

Complete Job Dialog            85

Select Connection Dialog            85

Password Required Dialog            86

Select Projects to Synchronize Dialog            86

Action Item Wizard            86

Modify Item Attributes Page            87

Delegate to Other Users Page            88

Add a Comment Page            88

Summary Page            89

Compare Items Dialog            89

Selection Wizard            89

New Tip Baseline Wizard            91

New Stream / Project Wizard            91

Set Repository Bindings Wizard            91

Add to Source Control Wizard            91

Open from Source Control Wizard            91

Merge Wizard            92

PIN Input Dialog Box            92

Lock / Unlock Dialog Box            92

Certificate Details Dialog Box            92