Using the SourceBridge Web Client

Search options enable you to find items that you have privileges to transition. The following Search options are available on the SourceBridge Web Client dialog box:

• Project (Include Sub-projects) – This option enables you to filter searches by projects in which you have privileges to transition items. If a parent project is selected from the drop-down list, items are returned from the parent project and any of its subprojects.

• Keywords – Use the Keywords box to search for information in Text fields that are set up for keyword searching by your administrator. Keyword searches typically apply to the Title and Description fields, but may include other fields as well. Type the keyword that you want to use for the search in the Keyword box. Separate multiple keywords with a space. To find an exact phrase, enclose the phrase with quotation marks.

  Asterisks (*) serve as wildcard characters. A wildcard character matches zero or more consecutive characters.

• Item ID – To find items by ID, type the item ID in the box. The following criteria applies to item ID searches:

  • Prefixes specified with the ID number are ignored.

  • Leading zeros on the ID number may be left off your search criteria. For example, to find item ID number "BUG00017," type "17."

  • Wildcard characters are automatically prepended and appended to your search criteria.

  • If you provide search criteria in the Keyword(s) and Item ID boxes, the keyword criteria is ignored, and the search is based on the item ID criteria.

  • If multiple items with the same ID number are found in a project and its descendants, each of these items is added to the Results list.

  • If a single digit is typed in the Item ID box, each item in the database with an item ID that includes that digit is returned. For example, if 5 is typed, items with ID numbers 5, 52, 75, and so on are returned.

• Active/Inactive – This option enables you to list active items that you can transition, inactive items that you can transition, or both.

• Show Only Items I Own – Select this check box to list all items that you own in the specified project and its subprojects. Clear this check box to list all items that you can transition in the specified project and subprojects. If the Show Only Items I Own check box is cleared, you must specify a keyword or item ID as search criteria.

• Append Search Results to List – Select this check box to add search results to the existing Results list. Clear this check box to replace the Results list with the new search results.

• Search – Click Search to search for SBM items based on specified criteria.

The Results area lists items that meet your specified search criteria and enables you to launch SBM to view an item in the list. The following information and options are available on the SourceBridge Web Client dialog box:

• Results – Items meeting the search criteria are listed in the Search Results list. The list displays the Item ID, Title, Owner, Project State, and Active/Inactive status for each item.

• Item Links – Click an item link to open the item in the SBM User Workspace.

The Associations area enables you to associate files being checked out, added, and checked in with SBM items in the Results list. Files that are being checked out, checked in, or added to source control are listed under the All Files root folder in the Associations list. Once SBM items are associated with the files, the items are listed under each file.

SourceBridge remembers the last SBM item or items associated with source files by automatically selecting them the next time a file is checked out or added to source control. When you check items in, SourceBridge automatically remembers the last item associated with source files if you have opted not to associate items with files on check out. If an item has been closed or you no longer own it, it does not automatically show up in the Results list.

The following Association options are available:

• Associate – Associate files with items selected in the Results list by selecting the files from the Associations list, and then clicking Associate. Select multiple files by pressing CTRL and clicking each item. Items are associated with files as follows:

  • If the All Files root folder is selected, the association is made for all files in that folder.

  • If files are selected under the root folder, the association is made for the selected files.

  • If you associate an SBM item and a file at check in, the version control record in SBM does not contain any check out information.

• Unassociate – Remove item associations from files by selecting files or items in the Associations list, and then clicking Unassociate. Items are unassociated from files as follows:

  • If the All Files root folder is selected, you are asked if you want to remove all associations for all files. Click Yes to remove associations; click No to keep associations intact.

  • If a file is selected, you are asked if you want to remove all associations for the file. Click Yes to remove associations; click No to keep associations intact.

  • If an SBM item is selected, it is moved from the Associations list.

  • If you remove the association between an item and a file during check in, the version control record is deleted from SBM.

Logon – Click this button to open the SBM Login page and log on to SBM as a different user.

Done – Continue With ... – Click this button to complete the version control operation. If your user settings indicate that an association is required for the action that you are performing, you must associate an SBM item with each file.

Cancel - Abort ... – Click this button to stop the operation.