Freeze (take a baseline)

Freeze is how you take a baseline. It records which version of each page a document holds, as of now or as of an earlier date, and gives that record a version label such as v1.0. Freeze several documents in one step and, if you like, bundle them as a release.

Open Freeze

• Freeze (take a baseline) in the bar opens it with the documents of the last release that changed already ticked.
• Freeze new version on a document’s page opens it with that document ticked.
• The link under Since the last release on Documents ticks the changed documents and Add to a release.

Pick documents

Every document is listed, the picked ones first. Tick the ones to freeze, or use Pick every changed document and Clear.

A version is stored as a baseline named after the document’s short name, its label and its release, for example SRS v2.0 Release 1.0. The card of a version shows this as Name as frozen.

Add pages

Pages that are not in a document yet become a new document. Add pages opens the space tree: choose the space, search page titles if you like, and tick the page your document starts from. A tick takes the page alone; on each ticked row choose what comes with it: its attachments, or everything under it. On the right, name the new document (suggested from the first root page’s title), give it a Short name of up to five letters or digits for its colour chip, and its First version. Add to this freeze adds it as a row. To take pages by a label, a date, a person or words in the title instead, see Find pages by a rule.

If a page you tick is already in a document, Baselines asks whether to add it as that document’s next version or to start a new document. A page can be in more than one document.

Find pages by a rule

Instead of ticking pages one by one, describe the pages your document takes. Click the bar beside the space and pick a field: Label, Changed since, Created by, Title has or Under page. As you type, Baselines suggests what the space holds, each with how many of its pages it takes, counted as you: its labels, people, pages that have pages under them, and the last 7 or 30 days. Press Enter to add a suggestion as a chip, and add as many as you need; Backspace removes the last one.

Each change runs the rule. The line under the bar says how many pages match, and the tree opens to show them, marked in blue with their labels. Choose what comes with each match and press Tick all; you can still tick or untick any page yourself.

Keep the rule, on the right, makes the rule part of the document. Every later freeze of the document runs the rule again, as the person freezing, and takes the pages it matches then: a page labelled safety next month comes along by itself. On Freeze, such a document says Runs its rule again and its scope reads By its rule. Pages you unticked stay out, and pages you ticked besides stay in.

Edit as CQL shows the rule in Confluence Query Language, and lets you write any CQL search, with field names suggested as you type. Back to chips turns what it can into chips again; the rest stays as one CQL chip. A person and a page to look under stay chips.

Good to know:

• A rule searches the space you chose, pages and blog posts only.
• One freeze takes up to 1,000 pages. A rule that matches more cannot be kept; narrow it.
• Confluence’s search can be a few minutes behind a change, such as a label just added.
• The last 7 days and the last 30 days count back from each freeze.
• Only the person who kept a rule sees its labels, words and CQL; others who may freeze see how many there are.
• A schedule cannot follow a document that a rule keeps.

Add to a release

Tick Add to a release to bundle the new versions under one name, such as a gate or a delivery. Baselines offers a name that follows the last release (Release 1.1 follows Release 1.0); type your own if you like, and add Notes, optional. The release is made first, so a freeze that stops part way can be carried on from the release’s page. See Releases.

As of now or an earlier date

As of now, each document records the page versions that exist when its freeze runs. Use an earlier date opens Freeze as of an earlier date: pick a date and a time in your Confluence time zone, and Baselines finds, for every page, the version that existed at that moment, reading as you. The dialog shows where each new version lands among the document’s versions and offers a label that fits there.

• Titles stay as they are today. Only the versions go back; a page renamed since shows its new name.
• Slower than freezing as of now. It reads each page’s history to find the version of that moment.
• Pages created after that moment are left out; pages deleted since cannot be read.

Freeze and follow it

Press Freeze (it says how many documents, for example Freeze 3 documents). Baselines first checks every label and name; rows that need a change are marked, and nothing is frozen until they are right. Then it freezes the documents one after another, as a job in Jobs. You can move to other screens while it runs. The panel beside the list, What this freeze makes, fills in as each document is frozen, and ends with Open the release, Back to documents and Freeze more.

What a version holds

A version records which version of each page and attachment in its scope existed: With attachments takes the attachments right under each root page, With everything under it takes every page, attachment, folder, whiteboard, database and Smart Link under it. Folders and the like keep their place, so the pages under a folder stay under it, and comparing two versions counts them apart from the pages: Besides the pages: 1 folder added. Baselines stores pointers to those versions in Confluence, not copies of the pages. Freezing never changes a page.

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