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Working with the Design Snapshot Tool

Use the Design Snapshot Tool from your development TeamConnect instance to:
  • Capture design snapshots
  • Create design upgrade files
  • Revert to previous snapshots

For information about setting rights to use the Design Snapshot Tool, see Group Tool Rights.

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Creating a Design Snapshot

After you make your custom design changes on the development TeamConnect instance, you can use the Design Snapshot Tool to capture a snapshot of the current design. It is recommended that you take regular snapshots of your design to back up changes.

To create a design snapshot

  1. From the Designer, Tools drop-down list, select Design Snapshot Tool.
  2. From the Create Snapshot section, type notes about design changes implemented. (Be detailed in your description, because you may need good notes at a later time if you perform a Revert operation as described in Reverting to a Previous Snapshot.)
  3. Click Create Snapshot.
  4. Click OK in the confirmation dialog.
    Afterward, the new design snapshot is added to the Snapshot Files section below.
  5. If the export does not complete, click the View Log link. For more information, see the Troubleshooting and Warnings section.

Creating a Design Upgrade File

After you've captured one or more design snapshots, you can create a design upgrade file using the Design Snapshot Tool from the development TeamConnect instance.

Note: The first design snapshot file, Design0.zip, represents the out-of-box TeamConnect design and is provided for you.

To create a design upgrade file

  1. From the Designer, Tools drop-down list, select Design Snapshot Tool.
  2. From the Design Versions section, select the current design version of the target TeamConnect instance (QA or production).
  3. Also select the latest design version that you would like to upgrade the target instance to.
    For example, if you have captured two snapshots on the development TeamConnect instance, and would like to upgrade your out-of-box QA TeamConnect instance to the second snapshot, select Design0.zip and Design2.zip (where Design0.zip is the default snapshot provided for you).
  4. Click Generate Import File.
  5. From the confirmation pop-up window, click Save.
    If the file generation does not complete, click the View Log link. For more information, see Troubleshooting.

Reverting to a Previous Snapshot

From the Snapshot page, you can revert your design to any existing, previously captured snapshot. To do so, click the button Revert to this version next to the desired snapshot. TeamConnect will then capture a snapshot of your current design, generate a diff file between your current design and the desired snapshot, and import that diff file to your design.

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