CA2337344A1 - Method and apparatus for interacting with a source code control system - Google Patents

Abstract

A configuration management system having configuration management functions accessible from an Explorer style interface (52) including a tree view listing (40) of objects within the configuration management system (58) and a list view of components (42) and relationships associated with an object selected from the tree view listing (40). The interface allows for configuration management functions to be invoked via drag and drop procedures alone, from specialized menus (46), including pull down and right click windows and pages, and from a combination of drag and drop and menus. A report generator provides for various reports based on selected object types. A web interface allows for configuration management functions to be performed across a network and allow multiple platform access to a single server.

Description

METHOD AND APPARATUS FOR INTERACTING
WITH A SOURCE CODE CONTROL SYSTEM
BACKGROUND QF ~''~'~JF INVENTION
Field of the Invention This invention relates to configuration management systems. The invention is more particularly related to methods and apparatus for invoking configuration management functions and displaying objects in the configuration management system. The invention is still further particularly related to a method and apparatus for interacting with a configuration management system where that interaction is controlled and displayed via a Windows 95 Explorer style interface .
Discussion of the Background 3.5 Conf igurat;ion management systems are generally known in the art and generally encompass methods and tools for systematically managing configuration of systems throughout development and maintenance life cycles of the system. Configuration management applies to the development of software, software modules in a software system, .and in the development of hardware and related componE:nts .
Configuration management applies anytime a product with one or more components or one or more versions is produced. Typical problems encountered that lead to the need of configuration management systems include access to various versions of a particular product under development or at any time in the product s life cycle, traceability of requirements, traceability of component versions utilized in producing a build, management of changes throughout the development and WO 00/04456 PCT/US99/15$26 life cycles, and regression allowing production of an earlier produced version of a product.
Because of: the complexity in performing all the configuration management functions appropriate in the production of a modern product, automated tools are available to assist in the configuration management functions. Currently available tools include Continuus/CM and Pure Atria~s ClearCase. A screen shot of the Continuus/CM is shown in Fig. lA. The Continuus/CM has a UNIX look and feel and provides a user access to configuration management functions to items displayed in the project list. Hov~iever, the UNIX
look and feel is neither intuitive nor easy to use, thereby making it difficult for users to learn the system and provide efficient configuration management of the items under configuration control.
Fig. 1B illustrates the Continuus/CM.in a Windows environment, specifically a properties of tasks window.
Continuus/CM in Windows is that found in the UNIX
environment, but is still somewhat specialized and lacking in intuitive ease of use.
Fig. 1C ~s a screen snapshot of Pure Atria~s ClearCase version 3.1. ClearCase V. 3.1 has the following features, 1) a Windows oriented application having minimal Explorer type functionality that shows information about files and directories within a ClearCase view. The information provided in ClearCase includes checked out state, version of the element that the view selects, and rule in the configuration, specification that selected the version.
However, neither of these systems have a particularly easy or intuitive to use interface. With' the increased complexity of modern products including multiple versions of subsystems including both hardware WO 00104~t56 PCT/US99115826 and software, an easy to use and intuitive configuration management interface is highly desired.
According to a :recent analysis by the Chicago Interface Group (http://www.cigi.net?~ one of two major deficiencies i:n configuration management systems is that "the user interface is tedious and cumbersome."
,BRY OF THE INVENTION
Accordingly, it is an object of this invention to provide an intuitive and easy to use interface for a configuration management system.
It is another object of this invention to provide an interface to a configuration management system utilizing a fully functional Explorer-like interface having search tools, a split screen including a tree view of all objects in the configuration management system.
It is yet another object of the present invention to support full drag and drop functionality both inside the configural;ion management system, from search engines, and into other applications like the Windows NT/95 Explorer..
It is st:Lll yet another object of the present invention to provide additional functionality not found in modern configuration management tools to increase the efficiency of operating the configuration management interface.
These anf, other objects are accomplished by a configuration management system including a configuration device configured to perform configuration ;management functions on objects within the configuration management system, and a display device configured to display a representation of the objects in a Windows.95 Explorer style presentation.

The representation of the data objects includes a tree view listing oj~= all objects within the configuration management system, and a list view displaying contents and relationsh~~ps thereof of a selected one of said objects listed in the tree view listing. The present invention provides a listing of all objects within the configuration mianagement system and not just files.
The present invention also includes the ability to utilize full drag and drop functionality both within the configuration management system for the invocation of configuration management functions, and drag and drop functionality between the configuration management system and other applications such as the Windows 95/NT
Explorer. The: present invention also includes the ability to crE:ate shortcuts directly into specific contexts within the configuration management system, and the ability to right click and obtain properties of selected objE:cts or open a selected object via a registered app7Lication for a file type of the object selected. In addition, the right click may be used on a version to invoke a checkout function of the version into a temporary directory and invoke the registered application to execute in conjunction with the checked out version.
The present invention also includes the ability to generate one of access reports, version control reports, and package based reports based on a type of a selected object in the configuration management system.
In an alternative configuration, the configuration management system includes a server for transmitting information produced by the configuration device over a network for display on a remote computer. In one embodiment, they network is one of the Internet and an _5_ intranet and the transmitted information is formatted as one of an l3TML document or as consistent with any of the known programming languages, components, or applets used for transmitting information over such networks.
In sum, the present invention depicts objects and their relationships and provides access to day-to-day configuration management functions. For example, developers are able to obtain version information, check items out for modification and check in modified files. Packages may be promoted and demoted in the life cycle. Various forms can be edited and associated with packages within the system. Each of the above functions are provided in an intuitively organized and easily learned program interface as will be described in greater detail hereinbelow.
~$~]~ DESCRT_pTT_ON OF THE DRAWINC==~
A more complete appreciation of the invention and many of the attendant advantages thereof will be readily obtained as the same becomes better understood by reference to the following detailed description when considered. in connection with the accompanying drawings, wherein:
Fig. 1A is a screen snapshot of a Project View in UNIX based Cont.inuus/CM;
Fig. 1H i;s a screen snapshot of a Properties of Tasks view in Windows based Continuus/CM;
Fig. 1C :is a screen snapshot of a ClearCase configuration management tool;
Fig . 2 is a screen snapshot of Harvest Explorer and Harvest Object Relationships;
Fig. 3 is a screen snapshot of a Harvest Explorer Tree View Pane;

Fig. 4 is a screen snapshot of a Harvest Explorer List View Pane;' Fig. 5 is a screen snapshot of an undocked Harvest Explorer Log View Pane;

Fig. 6 is a screen snapshot of a Harvest Explorer Toolbar;

Fig. 6A is a screen shot of a Harvest Explorer Check-In proce.as window;

Fig. 6B is a screen shot of a Harvest Explorer Check-Out procEas window;

Fig. 6C is a screen shot of a Harvest Explorer Interactive Merge listing window;

Fig. 6D is a screen shot of a Harvest Explorer Interactive Merge dialog;

Fig. 7 is a screen snapshot of a Harvest Explorer View Menu Optipns window;

Fig. 8 is a screen snapshot of a Harvest Explorer Properties window;

Fig. 8A is a screen shot of a Harvest Explorer right click pop up menu;

Fig. 9 is a screen snapshot of Harvest Explorer with View > Fi:Lter enabled;

Fig. 10 is a screen snapshot of Harvest Explorer with obj ects e:!~panded;

Fig. 11 i~o a screen snapshot of a Harvest Explorer list view and Expanded versions folde r;

Fig. 12 is a screen snapshot of a Harvest Explorer Open Context window;

Fig. 13 i:~ a screen snapshot of a Harvest Explorer Save Context window;

Fig. 14 is a graphical illustration of a Harvest Explorer shortcut button;

Fig. 15 is a graphical illustration of a Harvest Explorer sample application structure ;

_7_ Fig. 16 i;s a graphical illustration of a Harvest Explorer sample repository structure;

Fig. Z7 i;s a graphical illustration Harvest of a Explorer samplE: user path;

Fig. 18 i;s a graphical illustration Harvest of a Explorer root path and directory;

Fig. 19 is a screen snapshot of a Harvest Explorer Version Choosey Name and Location page;

Fig. 20 is. a screen snapshot of a Harvest Explorer Select a View 1?ath window;

Fig. 21 is. a screen snapshot of a Harvest Explorer Version Choosey Date Modified page;

Fig. 22 is. a screen snapshot of a Harvest Explorer Version Choosey Advanced page;

Fig. 23 is. a screen snapshot of a Harvest Explorer Select a User window;

Fig. 24 is;.a screen snapshot of a Harvest Explorer Select a Package window;

Fig. 25 is an illustration of a Harvest Explorer package check out;

Fig. 26 is a screen snapshot of a Harvest Explorer Form view;

Fig. 27 i~; a screen snapshot of a Harvest Explorer Choose Form Tyne window;

Fig. 28 is a screen snapshot of a Harvest Explorer Form Access window;

Fig. 29 i~o a screen snapshot of a Harvest Explorer Associated Forms window;

Fig. 30 i~; a screen snapshot of a Harvest Explorer Associated Packages window;

Fig. 31 iso a screen snapshot of a Harvest Explorer Form History window;

Fig. 32 i~~ a screen snapshot of a Harvest Explorer Form Choosey N<~me & Location page;

WO 0010445b PCT/US99/15826 _g_ Fig. 33 is a screen snapshot of a Harvest Explorer Form Chooser Form page;
Fig. 34 is a block diagram of a Harvest Explorer Web Interface including a Harvest Explorer Server Machine and remote computers;
Fig. 35 is a diagram of interactions between users of the Harvest Explorer;
Fig. 36A is a screen snapshot of a Harvest Explorer Form Editor Comment window;
Fig. 36H is a screen snapshot of a Harvest Explorer Form f:ditor Defect Tracking window;
Fig. 36C is a screen snapshot of a Harvest Explorer Form Editor Modification Request window;
Fig. 36D is a screen snapshot of a Harvest Explorer Form Editor Problem Report window;
Fig. 36E is a screen snapshot of a Harvest Explorer Form Editor Q and A window;
Fig. 36F is a screen snapshot of a Harvest Explorer Form Editor Testing Info window;
Fig. 36G is a screen snapshot of a Harvest Explorer Form Editor User Contact window;
Fig. 36H is a screen snapshot of a Harvest Explorer Form Editor Application Change Request window;
and Fig. 36I is a screen snapshot of a Harvest Explorer Form Editor ESD Change Request window.
Descr; pt~ on of the Preferred Emb ~~ menu Referring now to the drawings, wherein like reference numerals designate identical or corresponding parts throughout the several views, and more particularly to~ Fig. 2 thereof, there is illustrated a screen snapshot of the user interface of the present invention {hereinafter referred to as Harvest Explorer, _g_ Harvest being an underlying configuration management system and Harvest Explorer being the user interface).
The Harvest E:ECplorer screen is divided into three panes: the tree view 40, the list view 42, and the optional log view 44. A menu bar 46 at the top of the screen, and a tool bar 48 below the menu bar, provide two methods for executing functions. All configuration management functions can be found on the menu bar, and most configuration management functions are available from the tool bar. A description bar 50 at the top of list view pane shows the current view path (also referred to as a context). A status bar 52 across the bottom of the screen describes the current action, environment, state, and object.
The tree view 40 displays Harvest objects, which include environments, states, forms, items, versions, package groups, packages, and depicts their relationships. Selecting objects in the tree view sets a context (cu.rrent view path) to perform various configuration management functions.
A close up~ of the tree view pane is shown in Fig.
3. The tree view includes node expansion buttons (54 for example) tlhat enable expansion or collapsing of a selected objec;t~s contents, but does not set the context. When an object is expanded, the plus sign changes to a minus sign. When there are no contents to be listed, the node expansion button does not display.
A single left click on an object icon (56 for example) in the tree view sets the context and lists the contents of that object directly beneath the object (contents of object working 56, shown as 58, for example). Double clicking on an object expands the obj ect to display its contents beneath the obj ect in WO 00/04456 PCT/US99l15826 the tree view (as in 58 described above) and the list view 42, and sets the context.
The list view 42 is the right pane of the Harvest Explorer and is shown in Fig. 4. The list view pane displays the contents of the selected object or folder and depicts their relationships (for example contents of object folder BUG #-570 is displayed in the list view 42). Four styles are available for displaying objects in including large icons, small icons, list, and details, the style being selected by choosing an appropriate selection from the view menu. Descriptions of objects ca.n be listed in sortable columns by choosing details. The list view column header will vary depending on the object selected, and is only active when a user has selected Details as the View option. Colunvn width can be changed by selecting the column header division and dragging it. The description ba:r 50 at the top of this pane shows the current view path ( context ) .
F LO VIEW P~~
The log view 44 displays across the bottom of the screen when output exceeds the status bar capacity.
Results from most processes will be displayed in the log view. After executing a process, such as check out, check in, or promotion, a user receives a message in the log view describing the status of the process.
The contents of the log view are maintained throughout a session, unless it is cleared. An example of an undocked log view and associated entries is shown in Fig. 5.
TOOLBARS
The toolbar 48 contains shortcut buttons for invoking menu functions and online help. When the user positions the mouse .cursor on a shortcut button, a toolbar tip will display and the current function is described in the status bar.
The toolbar 48 can be enabled or disabled by selecting View~Toolbar. The toolbar 48 can be undocked and docked by dragging and dropping it. An enlarged view of the Toolbar is shown in Fig. 6.
The Harvest Explorer form view (see Fig. 26) and the check in (see Fig. 6A), check out (see Fig. 6B), and interactive merge process windows (see Figs: 6C &
6D} have toolbars which contain shortcut buttons for some menu options in the window. The check in and check out p~°ocess window shortcut buttons are synchronized with the option selected in the menu, enabling the user to easily determine currently selected options.
STATUS BAR
The status bar 52 at the bottom of the screen is a one-line text display area that reflects the user s last action, the current environment, state, and obj ect . If the user positions the mouse cursor on a toolbar button, the status bar will display a message describing the buttonps function. The status bar can be enabled or disabled by selecting view~Status Bar.
BULL-DOWN MENL1~~
The Harvest Explorer has seven menus: File, Edit, View, Processes, Go, Tools, and Help (4&, Fig. 4).
These menus de:~ine Harvest Explorer actions which are enabled or disabled according to the context set.
File The File menu contains these options: New Form, Open Context, Save Context, Save As, Properties, Print, Print Preview, Print Setup, Create Directory, Recent Contexts, Spool Log to File, Stop Spooling Log File, and Exit.

EcJlit The Edit menu contains actions that pertain to the objects displayed or selected on the Harvest Explorer.
These commands are available on the Edit menu: Copy, Paste, Select All, and Invert Selection.
The Select. All command selects all the objects in the list view pane. If the user has an object selected in the list view, the Invert Selection command selects all of the oths~r obj ects in the list view.
View The View menu enables the user to customize the Harvest Explorer screen. From this menu the user can enable and disable the Toolbar, Filter Environments, Log, View, and Status Bar options.
~ Upon enabling Filter Environments, only the user°s current environment is displayed on the Harvest Explorer.
~ Choosing a View style causes objects in the list view pane to be displayed in one of four stylE~: Large icons, Small icons, List, and Details. The default style is Details (See Fig. 2) .
~ The.~tefresh command updates displayed data.
~ The t)ptions command opens the Options window as shown in Fig. 7, where a user can specify whether a root directory and view path root will be established for the check in and chec3c out processes. The user can also specify to locate all merge tag versions of an item before the interactive merge process window is invoked.
processes The Processes menu displays the list of processes defined for the current state. This menu disabled if a state has not been selected as part of the context. Tlhe content of this menu varies for each state, depending on how the life cycle and processes have been set up. The order of the processes on the menu reflects their order as defined in the State Editor. Selecting a process from this menu opens a process window.
Selecting this option moves the context up one level.
Tools The Tools menu enables the user to open:
~ the Version Choosey to locate item versions in the Harvest database. The search results are displayed in the Version Choosey list box.
~ the Form Choosey to locate forms. The search results are displayed in the Form Choosey list box.
Help Menu The Help menu allows the user to access online help for the Harvest Explorer. Once the help system is invoked, the user can utilize the table of contents to find topics, or use keyword searches to locate a particular topic. In addition, The Tip of the Day feature and the About Harvest Explorer window can be opened from the: Help menu.
MOUSE FUNCTIONS
Various fuEnctions and menus are available by the left-click, right-click, and double-click of the mouse, and the drag anal drop of objects.
Left-Click; .
A single click of the left mouse button:

WO 00/04456 PCT/US99/15$26 ~ on the node expansion button (+ or -), expands or collapses the contents of the object in the tree view, but does not set the context .
~ on an object in the tree view, sets the context and displays the context in the description bar; the contents of that object are listed in the list view rather than direcaly beneath the object. A single click on an. object in the tree view does not allow expansion of the contents of an object like clicls:ing the node expansion button does.
~ on a column heading in the list view pane, sorts the column. Clicking again reverses the sort from ascending to descending. Sorts are appropriate for the data type in the selected column. For example, a package list can be sorted by the Create Time column, reflecting the date and time the package was created.
Double-Cllcki,,~g:
~ on an object expands that object and sets the context, which is then displayed in the description bar.
~ on a form opens that form in form view.
Right - C ~,,C~
A single click of the right mouse button on a package invokes an option menu from which the user can:
~ open a Package Properties window as shown in Fig. 8 to view and/or edit General properties of the package 90, read a descriptive note as spec~'_fied in the process editor 92, and use a Package Groups window 94. In the Package Groups window, all package groups in the _~r~_ current environment are displayed, and are available for selection.
~ open a process window that is associated with the object.
~ invoke the rename command.
Additiona~L right click functions are illustrated in Fig 8A. Furthermore, the right click may be utilized to perform a view version that performs checkout of a 'version and execution of an application registered for the type of version checked out. View Version may be invoked from either of Version Chooser, Package Versions, Item View of a version, or any other display or menu that provides access to a version (generally, such invocation may be made from any Harvest display that includes either an icon or listing of a version) .
Harvest pE:rforms View Version by checking out the version into a temporary directory. Either a user selected or am operating system default temporary directory may be utilized (default Windows temp directory, for example).
Once the 'version is checked out, Harvest invokes the application registered for the version type and provides the checked out version for execution with the application. P~'or example, if the version right clicked is a text filEa and the registered application for a text file is Notepad, Harvest would checkout the version to the temp directory and execute the Notepad application. The checkout version would then appear for viewing or modification in the Notepad application.
Drag and :prop A feature of the Harvest Explorer is the ability to manipulate objects by dragging and dropping them.
For example:

~ Packages can be dragged from one state and dropped in another to accomplish promotes and demotes.
~ The Harvest Explorer check in window accepts files dragged from the Windows Explorer or other system.
~ The :Log view pane and the toolbar can be undocked and docked.
An alternative configuration of Harvest Explorer allows object check in to be invoked solely by dragging an object into the Harvest Explorer. The object not currently checl~:ed in is recognized as such by Harvest Explorer which automatically invokes the required routines to accomplish check in.
KEYBO,~D~T~IGp~TION
The use of the keyboard enables the user to navigate through the Harvest Explorer as follows:
~ The arrow keys allow navigation up and down, and expand and collapse objects in the tree view pane. xis the user moves between objects in the tree view, the contents of the objects will be listed in the list view.
~ Usinc~ the letter keys.on the keyboard enables navi<~ation to an object: By clicking in a list and typing a letter, the cursor will go to the next object name that begins with that lettESr, ignoring case . For example, if the user has three object names that begin with the 7Letter D, clicking d will bring the user to the first object whose name begins with D.
Clicking d again will bring the user to the next object whose name begins with d.
~ The user can move up one level in the user s contE=_xt by using <Backspace~-, by clicking on the toolbar Go button, or by selecting the menu bar Go option.
NEST E;R Cf,~NTE~CTS
Through the use of the Harvest Explorer interface and the object and context selected, various activities can be performed. A context is the user s location within Harvest <~s defined on the Harvest Explorer. The availability of actions is defined by the context. The context also delimits what is displayed according to access and permissions. The user can set a context by choosing an object in either the tree view or list view. The list view always reacts to changes in context from the tree view. The description bar at the top of list viE~w pane shows the current context (view path). The status bar shows the current environment, state, and obj e:ct .
ENVIRONMENT COnITEXT
The tree view pane lists the states in an environment, a Forms folder, and a Package folder. By default, the active Harvest environments are displayed.
An environment context can be selected by clicking on the environment icon or name. To narrow focus and display_only one environment on the Harvest Explorer, the user chooses an environment, anal then View~Filter Environments (;3ee Fig. 9, for example) ; or creates a desktop shortcut button using the Save As command (see Save Context a:; discussed below).
STATE CONTEXT
A state context can be established by selecting a state in either the tree view pane or the list view pane. In the tree view, click on an environment icon or double-click on an environment to expand that environment (see Fig. 10, for example). The states belonging to the environment are listed below the environment icon and in the list view. A state context can be establislhed by clicking on a state icon or name.
If a state context is established, all its objects are available in the folders: Forms, Item View, Package Groups, Packages, and Versions View. In addition, each process available within the selected state appears under the Processes menu. Users can invoke the processes for which they have access.
Fig. 11 shows the list view pane, with View~Details enabled, displaying a package's Versions folder expanded. The description bar shows the context, which is the Help Items package in the Working state of the Harvest Documentation environment.
PAC$AGES
Package folders are displayed at the environment and the state level. When selected from an environment, a folder displays all the packages in the environment. If a folder is selected from the state level, all the packages in that state are displayed.
If the user has selected a package, Harvest Explorer will use that context and package for package-related processes like check out, promote and demote:
In the check in and check out process windows and the Version Choosey, the user is able to open the Select a package window to browse through a list of packages in the current environment and state to select a package.
Right-cli<:king on a package invokes an option menu. From this option menu, the user can invoke the Package Properties window, and the user can execute any available procEases for that package.
P~ckagre Gz-ou~s When selecting a state in the list view or tree view, a Package Groups folder is displayed. The user _19_ can expand the folder to view package groups in the state.
Forms The forms folder is displayed at the environment, state, and package level. When selected from the environment level, this folder displays all the forms in the environment. When selected from the state level, all the forms in that state are displayed. When a package is expanded, its associated forms are displayed. Double-clicking on a form opens that form in form view.
Item View When selecting a state, an Item View folder is displayed. The user can expand the folder to view the items in that state. Double-clicking on an item displays the versions of the item.
Items selected on the Harvest Explorer are passed to the list difference, remove item, interactive merge, and check out processes. For check out, the version of the item passedl to the process is always the latest in the view associated with the current state. To change the version selected, the Version Chooser from the process window or the Find~Tools menu is utilized.
Versions 'fliew Versions can be selected on the Harvest Explorer by double-clicking on an item. Versions selected on the Harvest Explorer are passed to the list versions, interactive merge, delete versions, and check out processes. This allows the user to bypass the Version Chooser. The Version Chooser can be used to perform complex filtering, see versions that are not available in the view associated with the user s current state, or execute a recursive search (see related discussion belowy .

snapshot View If the state context is associated with a snapshot view, the tree' view snapshots are represented by a small set of eyeglasses directly to the left of the snapshot name; in the list view, the objects in the snapshot view appear in blue.
CONTEXT COM~IAI~dLY~
The user can establish a context by expanding environments axzd states, and selecting objects, or by using the File~Open Context, or File~Name of context command on the Harvest Explorer menu. The user can also save a context to a specified location, including the desktop, using the Save As command.
9pen Conte 1.5 The Open Context window, invoked by a Select File~Open Context (see Fig. 12, for example), is used to use saved values to determine the environment, state, and values for the user's context in an external directory system and in a Harvest Explorer repository.
Save Context,. gave ,i s A context can be saved by selecting File~Save Context or Fi:le~Save As from the Harvest Explorer application menu.
This opens a Save As window, see Fig. 13, which enables the user to save the context to a specified location. Saving a context to the user's desktop creates a shortcut icon button to the user's desktop (see Fig. 14, :Eor example). This enables the user to easily open th.e Harvest Explorer to that context by double-clicking on the shortcut.

Most Rece,~t Contexts The four most recent contexts saved are displayed in the File menu. The user can open these contexts directly by choosing File~'Name of context. If the environment or state for the saved context no longer exists, an error message is displayed.
Cfj~jTEXTS FOR FILES ~D ITEMS
The client directory context and repository view path determine the files and items displayed on the Harvest Explorer windows when these contexts are selected. The~;e contexts also play an important role in processes a;uch as check in and check out that operate on file. and items. By selecting a client root directory, the user is setting a default client directory that will be inserted in the client root directory fields during subsequent check in processes.
This allows tree user to synchronize the check out process with the view path structure already established in the repository.
The Root D~.rect~
The Harvest Explorer uses the concept of root directories to allow the user to control how the client directory and view path contexts change. The user's context is defined by the user's current position in the hierarchy as the user moves about in the repository or in a set of client directories. This is reflected in the view path displayed in the description and status bars. Wlhen the user changes position, the path is automatically updated. The user's current position in. the item and file structure is copied by default into the windows that use this information.
Tn the Version Chooser and in the check in and check out process windows, the user can set the root directory or viE~w path to a certain location. Choosing the root cause;a the context to remain fixed while the user moves around in the hierarchy below that point.
This is typically used to establish a point at which paths in the repository mirror working directories on the client. If the user sets a root and then selects a directory oz- path above it, Harvest automatically unlocks the root so that the path moves with the user.
Two distinct roots can be defined:
~ Client Root Directory when viewing files ~ 3Tiew Path Raot for repository paths, when view-.Lng items and versions.
It is vs~ry important to understand how the directory and path contexts work together with the roots during check in and check out operations. If a user frequently checks out items from the same location in the repository to the same client directories, the user can streamline the check in and check out processes by setting roots correctly. Once the roots are set, Harvest will thereafter calculate the correct destination for the check in or check out process.
Mirroring~~~nal and External Structure When a rE~pository is created, an administrator loads a set of: .directories and files into it. This external dire<aory structure is duplicated in the repository and in the Master Views of any environments that use it. 'When viewing the paths in a repository, the top-level path is the repository name, with the application directory structure beneath it.
Typically, a similar directory structure on the client is maintained by individual developers, and is used for updating application items and building the application for testing. For example, Fig. 15 illustrates tree structure of an application called appl.

WO 00/0445b PCT/US99/15826 When this application is loaded into a repository named repository-apps 100, the application structure is duplicated in the Harvest repository. When a user accesses Harve;~t Explorer to look at items in a view that includes this repository, the repository paths appear as showru in Fig . 16 .
Assume that a developer named used has been working on this application and has working directories on a UDTIX client mirroring the application structure in a path as shov~m in Fig. 17. The developer can use roots to synchronize the internal and external directory structure. In this case, users should set the view path :root to /repository-apps and the client directory root to /users/userl/appl. These two roots mark the point of synchronization between items inside I, the repository and their corresponding files (see Fig.
18) .
When users wants to check out files, Harvest automatically calculates the correct default for the destination client directory, based on these roots.
Similarly, during check in Harvest automatically knows where to put t:he checked in files in the repository without the u~,ser selecting a view path with the chooser.
Movina Above the Root Point Using the previous example, it can be seen why the roots are automatically unlocked if the user moves above them. For example, if a user selected the /users directory in file view and the root remained locked at users/userl/appl. If the user selects a file for check in, Harvest attempts to calculate a view path position two paths above the root, however, such a position does not exist.

Recursive Search Operations During a recursive search operation, Harvest starts at a specified client directory or view path and searches all directories or paths below it for files or items to operate on.
The Recursive search option is typically used with other options available on the check in and check out window that let the user specify how the synchronization should occur. Harvest provides three choices:
~ Preserve the directory or path structure.
This causes Harvest to look for a matching path for each directory.
~ PresESrve and create the directory or path structure. Tn this case, Harvest matches paths and directories and creates corressponding ones if they are missing.
~ Take items from multiple paths or files from multiple directories and place them all in one directory or path, disregarding the stru<~ture .
.Harvest assumes a long-term relationship between a set of user working directories and a Harvest repository svtructure. Within these working directories, Harvest uses file permissions to indicate files that a:re not available for update. File permissions can be altered by Harvest during check out and check in.
Harvest manages permissions according to the state of corresponding items in Harvest, therefore it is recommended that users do not alter file permissions on their own.

File permi.;sions are handled somewhat differently depending on t:he client's operating system. For example, UNIX makes much greater use of file permissions thar.~ PC operating systems. On Windows and OS/2 platforms, there is only one level of access permission, represented by the read-only attribute, used by Harvest.
Chec]It Out and. File Permissions On PC client systems, checking out a file fQr Browse or Synchronize creates a file on the client file system that is marked as read-only. This indicates that the file cannot be modified and checked in because these modes do not create a reserved version. When checking out for Update or Concurrent Update, the file is given normal (writable) file status.
On a UNIX-based system, when a file is checked in to Harvest, information about file permissions is maintained in the Harvest database. When the corresponding item is checked out for Update, the same file permissions are set on the client file, with one exception. Any time an item is checked out for Update, the user performing the update is always given write _. access to the file so that changes can be.made.
For example, consider a UNIX file with the following permissions:
r - xrwxrwx When this i°ile is checked in to Harvest, the file permissions are stored. Upon check out for Update, the permissions will be:
rwxrwxrwx When a fi:Le is checked out for Browse, Harvest does not use th~.e exact information it stored with the file. It places the file in the directory without WO 00/~4456 PCT/US99/15826 write permission for both user, group, and other. The permissions will now look like this:
r - xr - xr - x:
Cheek In aad File Permissions When a us~:r has modified a file and checks it in with the Updat~a and Release option, Harvest modifies the file permission on the client file system to be read-only. This indicates that the file should not be changed until i.t is checked out again for Update.
Harvest does not change the file permission if the Update and Keep option is used during check in, because in this case the item remains reserved and the user can continue to update the file.
F~.le and Itemp Case-SensilG~,vity Harvest behavior differs between UNIX and PC
platforms becamse of the case-sensitive/case-aware behavior of file systems on these platforms.
On UNIX platforms, Harvest is case-sensitive for file and item names. If the item file.c is checked out to a UNIX client, the file must be checked in with this name; if the case of the name is changed to FILE.C on the client system prior to check in, it will be checked in to the repoe~itory as a new item.
On PC platforms, Harvest is not case-sensitive.
If the item File.c is checked out to a PC client, this item can be successfully checked in as FILE. C, file. c, or as any other case. Harvest is case-aware on PC
platforms, and the repository always maintains the case of the item as it was originally checked in or loaded.
Re~~ang Read-~Q~1_y Filed If the Replace Read-Only Files option is enabled during check out, files are replaced even though the access is read-only. This means that if the user has items checked out for read-only, the user can check WO OOI04456 PCTIt)599115826 them out again for read-only or update without having to manually modify the file's access.
On UNIX systems, file ownership will effect the results of this option. When used alone, the Replace Read Only Files. option overwrites read-only files only if the user executing the check out is the owner of the files being replaced. To allow a check out process to overwrite files on the UNTX file system regardless of file ownership,~the Share Working Directory option must be enabled in the process editor.
Files than exist with write permission are never overwritten. Harvest assumes that such a file has been checked out for Update and not checked back in yet.
Overwriting the file might cause a user to lose unsaved changes.
Date sad Time :~
When a file is checked in, Harvest stores the file modification date and time, as well as the date and time associated with the version created in Harvest.
When an item i.: checked out, the current date and time stamp are placed on the file. This algorithm is followed becauae it provides better support for the build process by ensuring that the date and time stamp of source file; is more recent than their corresponding object files.
Consider what would happen in the following scenario if file modification dates were used. Item sourcel.c is modified on April 1 by package STR-oa01 and on April i; by STR-0002. STR-0002 is promoted to QA, but QA staff is not able to begin testing until April 5. A QA user checks out for read-only the latest in the QA view to build the application on that date.
The file sourcel . c is placed in the client directory with a date of April 1. When compiled, its ', corresponding object file has a date of April 5.
STR-0002 i.s promoted and on April 6, QA personnel check out its changes. File sourcel.c now has a modification fate of April 2 and its corresponding object file has a date of April 5. The make program will consider the object newer than the source and not compile the lat=est version of sourcel . c.
When the modification date of the file reflects the current date, this problem does not occur, and the object is out-of-date whenever the source is checked out.
THE VERSION CHOOSER
The Version Choosey allows the user to search view paths to locate and select item versions; then the user can execute a process on his/her selection. The version Choosey supports multiple filtering operations to focus select=ions precisely: The various options on the Version C;hooser work in conjunction with one another to allow the user to select particular versions according to multiple criteria. ', When the c:hooser is initially displayed, its list I
box is not displayed. The user must press the Find Now button for the. current filtering parameters to take effect, and for the versions matching the filtering criteria to be displayed in the list box. Descriptions of these versions are listed in sortable columns.
Column width c=an be changed by selecting the column header division and dragging it. Versions can be selected in the list box to pass to a process window, or the Version Choosey can be used simply to obtain.
version information. A new search can be executed without closing the choosey by clicking on .the l Search button. Clicking on New Search does not ret~

an object to the parent window from which the chooser was invoked, and removes any previously selected object from the field. This is useful when filtering. A
status bar at t:he bottom of the list box displays how many items were: found.
If the user has selected a filter but has not pressed the Find Now button, the Version Chooser list box will stillshow the previous parameters as being in effect.
The Version Chooser has two pull-down menus: File and Process. These menus define actions that can be taken on the faltering results. The processes that appear in the Process menu are determined by the processes available in the state that was specified in the filtering options before the search was executed.
The Version Chooser also has three tab pages used to set filters: Name and Location, Date, and Advanced.
Clicking on the tab brings that page to the forefront.
Name aad,, Loeat~.oa Pace The Version Chooser Name and Location page, illustrated in Fig. 19, allows the user to select what items to search for and in what environment and state to.search (the Harvest Explorer selection creates the default environment and state), and has the following fields:
The Name field allows the user to filter items with versions to be displayed according to a naming pattern. Any rEUmber of wild cards (*) in any position can be used for multiple character matching. The use of the question mark (?) is also supported for single character matching. This field is case-sensitive on UNIX clients, but is not case-sensitive on PC clients.

WO 00!04456 PCT/US99/15826 Environment' The user cyan filter on an environment by using the Environment option menu. This menu lists aiI of the environments that the user can access. When the environment context has been established on the Harvest Explorer, the Environment box shows that context. If the Version Chooser has been invoked from a process window with a context set, the Environment option is disabled for further selectian.
S ate The user can filter on a state by using the State option menu. ~~'his menu lists all of the valid states for the current environment . When the state context has been established on the Harvest Explorer, the State box shows that context. If the Version Chooser has been invoked from a process window with a context set, the State option is disabled for further selection.
y'~~ls of If the state the user has chosen to be part of his/her contexts is associated with snapshot views in this environment, a snapshot option menu becomes available. This option menu allows the user to select a snapshot to have as part of his/her context. The default for this field is the first snapshot in the environment, as specified by the order of snapshot views in the State Editor.
yersion The Version option menu allows the user to filter the displayed versions in one of four ways:
~ All in View. This option displays all versions that match the other filtering criteria and that exist in the view assoc:fated with the current state. Any later versions of an item in another view that have not yet been promoted to the current state are not displayed. This option is incompatible with viewing branch versions because they do not exist in a view.
~ Latent is View. This option narrows down the versions displayed to the latest for each item in the current view that match the other f ilte:ring criteria. Only one version per item is displayed. This option is incompatible with viewing branch versions because they do not exist in a view.
A11. This option displays all versions, including those that do not yet exist in the view associated with the current state, that match the other filtering criteria. This option is not available when viewing versions in snapshot views.
~ Latent. This option narrows down the versions displayed to the latest for each item that match the other filtering criteria, including those that do not yet exist in the view associated with the current state. Only one version per item is displayed. This option is not available when viewing versions in snapshot views.
Vj~ew Path The View Path option menu allows the user to specify what path in the repository to search. The default view path is the view path currently being browsed. If no view path is given, the default is the wild card (*). Clicking on the browse button next to this field opens the Select a View Path window (see Fig. 20) which enables the user to browse through the available paths and select a location.

Recur ive ;,.arch The Recursive search option can be used to display versions that exist in any path below the current one which match the other filtering criteria. The user can then select versions from multiple directories to be included in this operation.
When the user selects Recursive search and clicks on the Find Now button, Harvest actually expands each path so that the item names displayed in the list box include relative paths from the user s current position.
Selecting the Recursive search option disables the View Path option menu. To change position after filtering recursively, Recursive search option is toggled off before moving.
Date Mo~~~d P~aae The Date lKodified page (see Fig. 21) allows the user to specify a date range for the search. By default, the AJ.1 files button is selected, indicating date checking wall not be performed. Checking the Find all files button enables the user to select different date searches that can be performed. The user can select to search between two dates, search the previous x number of months, or search the previous x number of days. Checking one of these searches will select the Find all files button and activate the Find box.
Advar4ced Paae The Advanced page (see Fig. 22) has advanced settings that can be figured into the search. The Advanced page allows the user to specify Branch, Creator, Package, Item, and Version criteria.
Branch The Branch option menu allows the user to filter versions based. on their location in the line of WO 00/04456 PCTNS99l15826 descent, both on the environment trunk and on branches.

This option allows the user to filter the displayed versions in one: of six ways:

Trunl~ Only. This option is the default and disp~.ays versions on the main line of descent in the current environment that match the other filtering criteria.

Trunlc & Unmerged Braach. This option disp7_ays unmerged branch versions and trunk versions that match the other filtering criteria. This option is not compatible with the ,All in View and Latest in View Version filters because branch versions do not exist in a view.

Bran~~h ~ Trunk. This option displays all versions that match the other filtering criteria.

Braac;h Oaly. This option displays all branch vers-.'~ons that match the other filtering criteria. This option is incompatible with the All in View or Latest in View Version filters because branches do not exist in a view.

~ Uame:rged Branch. This option displays all unmet..°ged branch versions that match the other filtE~ring criteria. This option is incompatible with the All in View or Latest in View Version filters because branches do not exist in a view. This option is utilized to select versions before executing the concurrent merge process.
~ Merged Branch. This option displays all branch versions that have been merged to the trunl~t, regardless of whether they are tagged as merged, that match the other filtering critE:ria. This option is incompatible with the All in View or Latest in View Version filters because branches do not exist in a view" This option is utilized to select a version before executing the interactive merge' process .
CrP,~.tor The Creator field allows the user to search for an ZO item by the creator. Click on the browse button to bring up the Select a ~(Tser window (see Fig. 23). This window lists tine users Who have access to the current environment; a user is chosen, then selected. Wild card searches are allowed. The default is the wild card ( * ) .
pa clcaae The Package field allows the user to search for an item in a specific package. Click on the browse button to bring up the Select a Package window (see Fig. 24).
This window lists the packages in the current environment and. state; the user then chooses a package, and selects it. Wild card searches are allowed. The default is the wild card (*).
Item The Item option menu allows the user to filter the displayed versions in one of three ways:
~ Get Modified Versions Only. This option dispJLays all versions of items that have been modified in the current environment. For any item with which there are packages associated, this option will cause all versions of the item to be displayed.
~ Get Baseline Versions Only. This option displays only versions of items which have not been changed in the current environment, and filters out all versions of any item that has been modified. This is the initial version, or version 0, of items for which no changes are associated.
~ Get Both Baseline sad Modified Versions.
This option displays all versions matching the other filtering criteria.
~ Get hatest Version Oaly i0 This check. box allows the user to select only the latest version number to search for.
~ng Mu tiny filtering rrireria To use the Version Chooser effectively, the user must efficiently utilize the various filtering criteria understanding how they interact. Version selection can require specifying multiple parameters. The Name, Creator, Package, and Recursive search parameters can be used to generate a list of items, with version information specified based on the Version, Branch, and Tag parameters. The Latest in View Version option has a special meaning in relation to the Package or Creator filters. This is important, for example, when the user wants to do a package check out, and is described in -the next section.
Checking (3ut Packagre Changes States and views are used to create isolated work areas for diffE:rent functional groups in a life cycle.
Changes are promoted and demoted through this life cycle by means of a package; this movement is internal to Harvest.
On the client side, it is common to have working directories associated with different views in the life cycle: For e:~ample, developers can have one set of working directories and QA can have a different set.

WO 00104456 PCT/US99/15$26 These directories are external work areas that allow each group to build a different version of an application. The version of the application that development is :running and testing is usually different from the one that QA is running and testing, based on the state of the change packages in the life cycle.
Harvest provides the Synchronize mode of check out for keeping d:i.rectories up-to-date with the latest versions in a view. When this mode of check out is used, selected versions are only checked out if they differ (either' older or newer) from those in the external file system.
To check out package changes incrementally, filter by the package name in addition to the Latest in View Version filter.. The combination of these two filters selects all the items changed by the package, but still gives the user the latest version of the items in the current view. This ensures that changes axe not overwritten because of the order in which the user checks out package changes.
Package check out is most effectively used for checking out package changes in a read-only mode. This mode is assume<3 in the following discussion. Package check out for Update can cause errors because later changes might have been made to the items by other packages. Therefore, only the absolute latest version should be chec~!:ed out for Update.
Consider lEigure 25, two packages named CR39 and CR40 have just .been promoted to the QA state, which has a different view than the DEV state. The delta tree for one item is shown in the figure. This item was changed by both packages:
In QA, a user checks out the item using the Latest in View and Package filters, with CR39 as the specified package. The Package filter selects this item because it has been changed by CR39, but the Version filter selects the appropriate version of the item that will be checked out. As the latest version in the QA view, version 2 of the item, which includes the changes made for CR40 and CR.39, is checked out.
The check out is re-executed using CR40 as the Package filter. Although version 1 is the latest version createcL by CR40 in the QA view, version 2 is checked out because it is the latest of all versions in the view. If version 1 were checked out, this version would overwrite the changes made by CR39, producing unexpected problems during testing.
To check out version 1 for Browse, a user may select the A1:L in View Version option and select version 1; or, because the latest changes for a package are always in the current view, a user may also select the Latest option. This will always give the latest version created by the package, even if later changes made by other packages exist.
FORMS
Forms represent a way of maintaining and organizing information within Harvest. Currently seven default forms are provided: Comment (see Fig. 36A) , Defect Trackin<~ (see Fig. 36B), Modification Request (see Fig. 36C), Problem Report (see Fig. 36D), Question & Answer (see Fig. 36E), Testing Information (see Fig.
36F), Applicat:Lon Change Request (see Fig. 3&G), ESD
Change Request (see Fig. 36H), and User Contact (see Fig. 36I). Users can also' add additional customized form types with the Forms Customization Package (FCP) for Harvest.
Forms attain considerable usefulness through association with packages. This association allows a user to link a problem with the changes made to solve it. Forms carp also be associated with other forms.
This association can be used, for example, to link a User Contact form with a problem reported by that user.
The form object is global in scope; it does not belong to a particular environment, but can be used by any.
Form ~Tiew The form view is displayed when the user double IO clicks on a form in the Harvest Explorer, or by locating a for~:n by selecting Tools~Find~Forms. Forms can be accessed in these Harvest Explorer contexts:
~ If the user s context is at the environment leve:L (no state specified) , only forms Z5 associated with packages in this environment are displayed on the Harvest Explorer.
~ If the user's context is at the state level, only forms associated with packages in this environment currently located in this state 20 are displayed on the Harvest Explorer.
If the form was defined previously, its current information is loaded into the form editor and can be modified. If s.t is new, values for the form fields can be specified w~_th the editor. The Form Editor will be 25 in the view on7.y mode until File~Edit Form or the Edit form toolbar button is selected. When the Form Editor is in the view only mode, changes cannot be made to the form.
All Form F~ditors look exactly the same, except for 30 the actual form contents. The Modification Request Form Editor is illustrated in Fig. 26.
In the Name field, a label for the new form can be specified. The rest of the Form Editor contains actual form fields. The default forms provided w Harvest are intended to be generic enough to be used in different scenarios. Fields can be left blank.
All fields in the Form Editor are case-sensitive, and information is stored exactly as it is input.
Creatiag a New Form To create a form, a user selects File~New Form after selecting a Forms folder. This displays a form type chooser as illustrated in Fig. 27.
Each -new i°orm is based on an existing form type.
ZO The chooser displays the available form types:
Comment, Defect Tracking, Modification Request, Problem Repart, Q and .A, Testing Info, and User Contact. If the user has added custom report types, they will also appear on the chooser. Select a form type by double clicking on it or by highlighting it and clicking on the OK button.
This creates a new form named form type>-~number~. The: user can change this name by double-clicking on it to bring up the Form Editor.
The user can also duplicate an existing form by highlighting it and selecting Edit~Duplicate. This creates a new form record named object name>-<numbery.
The user can change this name by double-clicking on it to bring up the Form Editor. The content of the duplicated form is the same as the original form. In addition, all :Form associations are preserved for the duplicated form, as well as any access records set up for it .
Duplicatirag forms can provide a powerful shortcut for data entry. If the user creates a set of form templates and fills in information that will be shared among them, each new form created based on this template will automatically have these fields filled in WO 00/04456 PCTIUS99/15$26 correctly. To use forms as templates in this fashion, it is recommer.Eded that the user not have any form associations because these would be duplicated as well as the field contents. If the user wants only certain user groups to have access to certain forms, setting up the access correctly in a template can also shorten the form definition. time.
Form Access Window This window is displayed when Form~Set access or the Set form access toolbar button on the Form Editor is selected {see Fig. 28). It allows the user to assign secure or edit access to the associated form.
Users with secure access can specify who has access to edit the form. Users with edit access can modify the form attributes.
To give a user group access, either the Secure Access or the Edit Access method is selected and then a user group in the Available Groups list box is selected. Then, the left arrow button is clicked to move the group to the Selected Groups with Access list.
A user may have access removed from a group in the same fashion .
Asso _i a d Fo_r~s Each form can have other forms associated with it.
Clicking on the Associated Forms button displays the Associated Forrns window {see Fig. 29). This window displays a list of forms currently associated with the one being edited. From this window, the user can add forms to the list of associated forms or remove them from the list.
Clicking o:n the Name or Type column header on this window allows t:he user to sort the displayed forms by type or name.

WO 00/04456 PCTlUS99115826 The user can also execute one of the following functions:
~ OR. This closes the window and returns to the Form Editor, ~ Add. Clicking on this button displays the Form Choosey. A selection on the Form Choosey will be returned to this window and addef. to the list of forms associated with the one being edited.
~ Remove. If a form is selected in the window, the user can click on this button to remove it from the list of forms associated with the form currently being edited. This action does not actually delete the selected form, but just removes it from this list of associations .
~ Edit. This option is disabled when the Associated Forms window is invoked from the Form Editor. When this window is invoked from the Package Editor, the Edit button dispZ.ays the Form Editor for the selected form.
Associated Packages Each form. can be associated with one or more packages. Clicking on the Associated Packages button displays the Associated Packages window (see Fig. 30).
This window displays a list of packages currently associated with the form being edited. From this window, the user can associate more packages with the current form, remove packages from the list, or access the Package Editor for an associated package.
When thi:; window is displayed, each package currently associated with the form being edited is listed. In addition to the package name, its WO 00/04456 PCT/US99115$26 associated environment and current state are displayed.
On the Associated Packages window, the user can execute one of the following functions;
~ OR. This closes the window and returns to ~I
the Form Editor.
Add. Clicking on this button displays a Package Choosey that enables the user to seleca from all packages in Harvest. A
Package Choosey selection will be returned to the Associated Packages window and added to the :list of packages associated with the form being edited.
~ Rea~o~re. If a package is selected in the window, the user can click on this button to remove it from the list of packages associated with the form being edited. This action does not actually delete the selected package, but just removes it from this list of associations.
~ Edit. If a package is selected in the window, the user can click on this button to invol~:e the Package Editor for this package.
This_will allow the user to review or change the definition for the associated package.
~o?~m u; stc~ ', Clicking on the Show form history toolbar button displays the Form History window (see Fig. 31). This window displaya the modification history for the form being edited.
The Form History window includes the OK button which returns the user to the Form Editor. A record is ~I
added to this history when a form is created or I
duplicated, ita field contents are modified, its associations are modified, or its access is modified.

T~;~,~ FORM CH(aOSER
The Form Choosey allows the user to execute complex filtering operations to lOCate forms with common attributes. This information can be sent to the log view, from which it can be printed, copied, or saved.
The various options on this choosey work in conjunction with one another to allow the user to select particular forms according to multiple criteria.
1D . The Form Choosey (see Fig. 33) has two tab pages used to set filters: Name and Location, and Form. Clicking on the tab brings that page to the forefront.
When the Form Choosey is initially displayed, its list box is empty. The user must press the Find Now button for the current filtering options to take effect. BecausE~ the previous filtering criteria might not be relevant to the operation, the user now wants to perform, this implementation prevents the user from having to wait t:o receive data from the server when the choosey is invoked. Once Find Now is pressed, the forms matching t:he filtering criteria are displayed and selected in the list box.
The various options on this choosey work in conjunction with one another to allow the user to specify which forms~should be displayed on the Harvest Explorer.
Name and Locati,~n Paae The Name and Location page allows the user to select what forms to search for and in what 3t) environment, state, and package to search (see Fig.
32). The user can also search for a form modified by a specific user. The Harvest Explorer selection creates the dei~ault environment and state.

WO 00/04456 PCT/US99/1582b I
The Name field allows the user to filter forms II
according to a :naming pattern. If the user leaves the Name field blank, forms are displayed regardless of name. Any numbcsr of wild cards (*) 'in any position can be used for multiple character matching. The use of the question mark (?) is also supported for single character matching. The Name field is not case sensitive. Entering N* wall display forms whose names begin with N ox' n.
~nvir~nmen~
The user can filter on an environment by using the Environment option menu. This menu lists all of the environments that the user can search. When the environment context has been established on the Harves t Explorer, the Environment box shows that context.
~~ate i The user can filter on a state by using the State option menu. ~.Chis menu lists all of the valid states fox the current environment. When the state context has been established on the Harvest Explorer, the State box shows that context.
~aclcage ', The Package field allows the user to search for a form in a specific package. A click on the browse ~I
button brings up the Select a Package window. This window lists the packages in the current environment and state; the wiser can choose a package, then click OK
to select it. Wild card searches are allowed. The default is the wild card (*). ', Modified B~r_ This field allows the user to filter forms based on the name of the user who last modified (or created) them. A click on the browse button brings up the Select a User window. This window lists the users who have access to the current environment. The user can choose a user, then click OK to select it. Wild card searches are al:Lowed. The default is the wild card (*) FORM PAGE
Form ~e The Form ':('ype pull-down menu allows the user to specify what kind of form will be displayed. Selecting the form type causes only forms that are of the I
specified type to be displayed on the choosey. The user is also able to query on the various fields of the specified form type. The Harvest Explorer has these seven form ~ t:ypes: Comment, Defect Tracking, Modification Request, Problem Report, Q and A, Testing Info, and User Contact. The user can also use the wild ', card (*) to search for all forms of any type to be displayed on t:he choosey. If the user has added customized form types to Harvest, the custom form types will also appear on the pull-down menu.
Form Feel is If the user specifies a form type, the fields on that form type become available for use as filters.
Figure 33 shows how the Form Choosey appears when Comment is selected for the form type.
When filtering by Comment, all of the fields of I!
the Comment form now appear on the Form Choosey. The user can enter a value in any field to include only forms with that value in the current filtering operation. This feature provides a powerful querying mechanism that allows the user to search and find exactly matching information. For example, the user could enter SLm in the Keyword field to locate all comments that have been reported regarding the Sun hardware platform.

The user need not know the precise value for a field to use i.t as a filter. Asterisks (*) in any field provide for wild card matching. For example, the user might want to search for all Comments that mention performance anywhere in the Comments field. To do this, simply enter *performance* in the Comments field.
Harvest will return all matching Comment forms in the Form Chooser's list box.
In one emloodiment; only trailing,wild cards are used in short text fields such as Category and Hardware on the Problem Report Form. For longer fields such as Problem Description, any number of wild cards (*) in any position can be used for multiple character matching. The question mark (?) is also supported for single character matching.
Form fields in the Form Chooser are not case-sensitive. This allows users to query for form information regardless of the case of the data entered in the Form Editor.
Val~d Data Formats When inputting or searching for date information, the user should be aware of restrictions, such as a date format field that only accepts certain formats and validates the user input against them. Any formats may be utilized, however, in Harvest Explorer the accepted formats are:

JuI 2, 2996 Sat JuI 2, 299E~
*mm*
*dd*

*YYYY*
Valid month and day abbreviations consist of the first three characters of the month or day name.
STAGE PRnCESSES
During the setup of an environment, processes are def fined that can be invoked and executed in a state .
These processes are displayed as options on the Processes pull-down and right-click menus of the Harvest Explorer, and the Process menu of the Version Chooser.
Each process must belong to one of Harvest s predefined types: approve, check in, check out, concurrent mer<~e, create package, cross-environment merge, delete versions, demote, interactive merge, list difference, list; version, notify, promote, remove item, and user-defined (UDP). The exact name for each process is user-definable.
The defau:Lt values that appear on the process windows were defined by means of the process editor during setup. This means that the window s initial appearance varies, depending on how it has been set up by the adminis;trator. Each user can override the defaults.
Executina ProcQ~gses The user cyan select a process to execute from the Harvest Explorer, after establishing a context (at the state level), b~y:
~ the right-click on a package ~ selecting a package then choosing Proce~sses~Prc~cess name from the Harvest Explorer menu.
~ By choosing Tools~Find~Versions ... from the Harvest Explorer menu. This opens the Version Chooser which enables the user to filter for items, associate packages, set context, and select a process to execute.
~ By dragging client directory files from the Windows Explorer to the check in process window.
Select File, Check in to open the check in window, select the client directory files on the Windows Explorer, drag them to the check in process window, and drop them in the file list. The user can then execute the check in. This means that the user can use the Windows Explorer for making check in selection and bypass the choosers.
Web Interface The present invention includes a Web interface which will allow Internet browsers such as Internet Explorer and NE~tscape to perform some Harvest tasks.
In one embodiment, the Web interface enables reporting on Package Lists, Items and Change History. In addition Promote, Demote and Approve Packages are also accessible via the Web interface.
Fig. 34 is a block diagram illustrating the basic components of a Web interface connected across one of the Internet anal an intranet.
In Fig. 34, a Harvest server machine 120 executes a Harvest server program 122 and various related processes such as broker 124, and license server 126 needed to allow proper functioning of the Harvest server 122. The Harvest server 122 stores and retrieves data from a repository 128 and is configured to perform configuration management functions on objects within the configuration management system implemented by the Harvest server in accordance with the above disclosure. The Harvest server machine 120 is connected to an outside network, in this case labeled Intra/Internet 130 and is of the form of either one of a worldwide or wide area network such as the Internet and <~ local intranet. As such, Harvest Explorer is connected to one or more remote computers, and is shown in Fig. 34, including PC client 132, VCI
on a PC 134, anc3 a UNIX client 136, for example. Other computers capab:Le of operating appropriate Web browsers and related 7:nternet type software may also be connected to t:he Intra/Internet 130 and access the Harvest Server.
Data transmitted from the server machine 120 across the intra/internet 130 and to the remote computers can be of any form in which to transmit representations of objects within the configuration management system as described above and to convey instructions such as the invocation of configuration management functions between the remote computer and the server machine 120. For example, the Harvest server machine :L20 may produce an HT2~ document showing icons of objects within the configuration management system in accordance with the above disclosure, and allow for invocation of various configuration management func ions as discussed above via menu selection accessible through the HTML document provided.
Alternatively, object representations and facilities for invocation of configuration management functions may also be implemented as any one of an active X component, Visual Java, Java Applet, or PERL
programming technique . Various security features would also be ;in place and run on the server machine 120 to prevent unauthorized access from outside users across the Intra/Internet 130.

~Iir- LTSe E~"~p The following actors are the general intended users of the Harvest Explorer.
Support Administrator - This person takes information from support and customers and enters defects of packages as part of a continuous process improvement strategy. This person may check the status of packages, enter new packages, filling in forms with problems and enhancement requests.
Developer - This person is the backbone of the organization that actually makes changes on file items and may decide validity of packages . This person is also responsible for unit testing code changes.
Development Manager - This person is a coordinator I5 for development,, taking care to make sure packages work in their respective ways through the software life cycle.
Test/QA Reviewer - Thi.s person has the responsibility to check system integration, making sure all components work as desired.
Fig. 35 is a flow diagram illustrating the flow of packages between the above actors (Support Administrator, '.Developer, Development Manager, Test/QA.
Reviewer) in conjunction with the Harvest Explorer.
A scenario illustrating the use of Harvest Explorer begins with the Support Administrator getting e-mail from a customer on the behavior of software.
The support administrator successfully reproduces the error as described in the e-mail from the customer.
The Support Adm:Lnistrator then creates a package in the new issue state using the Harvest Explorer. The Support Administrator also updates the form associated with the newly created package (called "X").

WO OOI04456 PCT/t3S99/15$26 The Development Manager gets an e-mail from a post-process that a package has been created in the new issue state. The Development Manager then promotes package X to the under review state. The Support Administrator receives e-mail that his package has been promoted to under review, or he may periodically check the status of the package via the Web interface. In one embodiment, E-mails for announcing the existence or change of state of any particular package or object within the Harvest system may be automatically generated and event to appropriate personnel.
The Development Manager upon further investigation may determine that the package is 1} invalid and demoted, 2) ds~ferred and demoted, 3) duplicate and demoted; and 4) valid and promoted. Other determinations .may also be appropriate effecting either the demotion or promotion of a package or object. Each movement is preceded by the Development Manager filling out a form associated with the package X.
The Developer gets notification that a package has been promoted to Development and that she is responsible far preparing it. After examining the package, she may also promote it, or may design a fix for the defect. Upon completion of the design, the design document. will be checked and the package will be promoted. Once the design review is complete, the package may either be demoted or be reworked, or promoted. Thus, Harvest Explorer provides all the functionality of the advanced configuration management system and does so in utilizing the advanced GUI environment described herein to improve the overall usability of t:he product and associated configuration management functions. This invention may be conveniently implemented using a conventional general purpose digita:L computer or microprocessor programmed according to tile teachings of the present disclosure, as will be apparent to those skilled in the computer art. Appropriate software coding can readily be prepared by skilled programmers based on the teachings of the present disclosure, as will be apparent~to those skilled in the software art. The invention may also be implemented by the preparation of application specific integrated circuits or by interconnecting an appropriate network of conventional component circuits, as will be readily apparent to those skilled in the art.
The present invention includes a computer program product which is a storage medium including instructions which can be used to program a computer to perform a process of the invention. The storage medium can include, but is not limited to, any type of disk including floppy disks, optical discs, CD-ROMs, and magneto-optica:L disks, ROMs, RAMS, EPROMs, EEPROMs, magnetic or optical cards, or any type of media suitable for snoring electronic instructions.
The computer program product may be prepared to run on a selected of any number of specialized or general purpose computers . Stored on any one of the computer readable media, the present invention includes software for controlling both the hardware of the selected computer and for enabling the selected computer to interact with a human user. Such software may include, but is not limited to, device drivers, operating systems and user applications, such as development tools.
Included in the programming of the selected computer are software modules for implementing the teachings of the present invention including but not WO 00/04456 PCT/tJS99/15826 limited to manipulation of digital images including the list boxes, butaons and scroll bars of graphical user interfaces (GUI;s) , and for the identification, indexing and storage of: objects maintained according to the teachings of the present invention.
Obviously, numerous modifications' and variations of the present invention are possible in light of the above teachings. It is therefore to be understood that within the scope of the appended claims, the invention may be practiced otherwise than as specifically described herein.

Claims (87)

What is claimed is:

1. A configuration management system, comprising:
a configuration device configured to perform configuration management functions on objects within said configuration management system; and a display device configured to display a representation of said objects in a Windows 95 Explorer style presentation.

2. The configuration management system according to Claim 1, wherein objects outside said configuration management system are checked into said configuration management system by dragging and dropping them into said representation displayed on said display device.

3. The configuration management system according to Claim 2, wherein said objects checked into said configuration management system include at least one of a file and a folder.

4. The configuration management system according to Claim 1, wherein said objects within said configuration management system are checked out by dragging and dropping them from said representation to another system.

5. The configuration management system according to Claim 1, wherein said display device is further configured to provide access to said configuration management functions by allowing a user to invoke at least one of said configuration management functions on at least one of said objects.

6. The configuration management system according to Claim 5, wherein said access to said configuration management functions is provided by at least one of a pull down menu selection and a right click menu selection.

7. The configuration management system according to Claim 5, wherein:
said configuration management functions include at least one of object state changes; object check-in, object check-out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment merge, interactive merge, execute user defined process (UDP); and said state changes are performed by drag and drop procedures utilizing said representation of said objects.

8. The configuration management system according to Claim 5, wherein:
objects outside said configuration management system are checked into said configuration management system by, user invocation of a check-in configuration management function on said representation; and user drag and drop of at least one object from another system onto said representation.

9. The configuration management system according to Claim 5, wherein selected objects within said configuration management system are checked out by, user invocation of a check-out configuration management function on said representation; and user drag and drop of the selected objects to an outside system.

10. The configuration management system according to Claim 1, further comprising:
a properties device configured to display properties of a selected object; and a shortcut device configured to create shortcuts directly to specific contexts;
wherein said representation of said objects includes at least one of an icon, a list, and a details display of said objects.

11. The configuration management system according to Claim 5, wherein:
said representation comprises, a tree view listing of said objects within said configuration management system, and a list view displaying contents and relationships of a selected one of said objects listed in said tree view.

12. The configuration management system according to Claim 11, wherein said representation further comprises a status view that displays status of functions executed by the configuration management system.

13. The configuration management system according to Claim 11, wherein:
said list view displays at least one of versions, forms, and properties associated with a package when said package is selected in said tree view.

14. The configuration management system according to Claim 13, wherein:
said versions includes at least one of version name, version number, view path, package, status, size, user check in, file date/time, and check in date/time;
said forms includes at least one of a list of form names and form properties; and said properties enumerates at least one property of said package.

15. The configuration management system according to Claim 1, further comprising:
a server machine for executing said configuration controller and producing display information for said representation of said objects within said configuration management system; and a network interface connecting said server machine to a network;
wherein said server machine transmits information produced by said configuration controller and said display information over said network for display on a remote computer.

16. The configuration management system according to Claim 15, wherein:
said network interface is a web interface and said network is one of the internet and an intranet; and the transmitted information is formatted as an HTML document configured to display said Windows 95 Explorer style presentation.

17. The configuration management system according to Claim 15, wherein:
said network interface is a web interface and said network is one of the Internet and an intranet; and the transmitted information includes one of an Active X component, Visual Java program, Java applet, and PERL program configured to utilize the information produced by said configuration controller in said Windows 95 Explorer style presentation.

18. The configuration management system according to Claim 17, wherein said one of an Active X component, Visual Java Program, Java applet and PERL program are further configured to provide access to selected of said configuration management functions.

19. The configuration management system according to Claim 18, wherein said selected configuration management functions include at least one of object state changes, abject check-in, object check-out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment verge, interactive merge, execute user defined process (UDP);
and said state changes are performed by drag and drop procedures utilizing said representation of said objects.

20. The configuration management system according to Claim 15, further comprising:
a report generator configured to produce at least one of access reports, version control reports, and package based reports based on at least one selected of said objects; and wherein said network interface is a web interface and said network is one of the Internet and an intranet; and each of said reports generated by said report generator are formatted as HTML documents and sent via said network :interface by said server machine fox display on said remote computer.

21. The configuration management system according to Claim 1, further comprising:
a report generator configured to produce at least one of access reports, version control reports and package based reports based on at least one selected of said objects within said configuration management system.

22. The configuration management system according to Claim 21, wherein said report generator generates:
said access reports when the selected object is one of a user group, object, and environment;
said package based reports when the selected abject is a package; and said version control reports when the selected object is a package.

23. The configuration management system according to Claim 22, wherein said report generator is configured to produce said reports in InfoReport report formats.

24. The configuration management system according to Claim 22, wherein:
said access reports include information indicating which users arid user groups have access to execute specified functions in an environment;
said version control reports include a list of items organized by at least one of version, check out parameters, branches, modification by user, modification by environment, and current release; and said package based reports include a list of items organized by at least one of items modified by packages, packages by state, time in state, and packages by form items.

25. A method of interacting with a configuration management system, comprising the steps of:
managing performance of configuration management functions on objects within said configuration management system; and displaying a representation of said objects in a Windows 95 Explorer style presentation.

26. The method according to Claim 25, wherein said step of managing includes the step of:
checking objects into said configuration management system, including the substeps of, selecting an object from outside said configuration management system, dragging the selected object to said representation, and dropping the selected object into said representation.

27. The method according to Claim 25, wherein said objects checked into said configuration management system comprise at least one of a file and a folder

28. The method according to Claim 25, wherein:
said step of managing includes the step of:
checking objects out of said configuration management system by dragging the objects to be checked out from said configuration management system and dropping them outside said configuration management system.

29. The method according to Claim 25, further comprising the step of:
configuring said representation to provide access to configuration management functions by allowing a user to invoke said configuration management functions on at least ones of said objects displayed.

30. The method according to Claim 29, wherein said step of configuring includes the step of:
providing at least one of a pull down menu selection and a right click menu selection for at least one of said configuration management functions.

31. The method according to Claim 29, wherein:
said configuration management functions include at least one of object state changes, object check-in, object check-out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment merge, interactive merge, execute user defined process (UDP); and said method further comprises the step of, performing said state changes by drag and drop procedures utilizing said representation of said objects.

32. The method according to Claim 29, further comprising the step of:
checking objects into said configuration management system by, invoking a check-in configuration management function on said representation; and dragging and dropping at least one object from outside said configuration management system onto said representation.

33. The method according to Claim 29, further comprising the step of:
checking selected objects out of said configuration management system by, invoking a check-out configuration management function on said representation; and dragging and dropping the selected objects to a system outside said configuration management system.

34. The method according to Claim 25, further comprising the steps of:
displaying properties of a selected object; and creating shortcuts directly to specific contexts;
wherein said step of displaying said representation includes the substep of using at least one of an icon, a list, and a details display of said objects in said representation.

35. The method according to Claim 29, wherein said step of displaying comprises the steps of:
producing a tree view listing of said objects within said configuration management system; and producing a list view displaying contents and relationships of a selected one of said objects listed in said tree view.

36. The method according to Claim 35, wherein said step of displaying further comprises the step of producing a status view that displays status of functions executed by the configuration management system.

37. The method according to Claim 35, wherein:
said step of producing a list view includes the step of displaying at least one of versions, forms, and properties associated with a package when said package is selected in said tree view.

38. The method according to Claim 37, wherein:
said versions includes at least one of version name, version number, view path, package, status, size, user check in, :file date/time, and check in date/time;
said forms includes at least one of a list of form names and form properties; and said properties enumerates at least one property of said package.

39. The method according to Claim 25, further comprising the steps of:

executing said configuration management system on a server mac:hive in order to produce display information for said representation of said objects within said configuration management system;
connecting said server machine to a network; and transmitting said display information produced by said configuration management system over said network for display on a remote computer.

40. The method according to Claim 39, further comprising the steps of:
formatting said display information as an HTML
document configured to display said Windows 95 Explorer style presentation; and wherein said network is one of the Internet and an intranet.

41. The method according to Claim 39, further comprising the step of:
formatting said display information as at least one of an Active X component, Visual Java program, Java applet, and PERL program configured to produce said Windows 95 Explorer style presentation; and wherein said network interface is a web interface and said network is one of the Internet and an intranet.

42. The :method according to Claim 41, wherein said one of an Active X component, Visual Java Program, Java applet and PERL program are further configured to provide access to selected of said configuration management functions.

43. The method according to Claim 42, wherein:
said selected configuration management functions include at least one of object state changes, object check-in, objects check-out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment verge, interactive merge, execute user defined process (UDP) ; and said method further comprises the step of:
performing said state changes by drag and drop procedures utilizing said representation of said objects.

44. The method according to Claim 39, further comprising:
generating at least one of access reports, version control reports, and package based reports based on at least one selected of said objects; and formatting said reports generated as HTML
documents and sent via said network by said server machine for display on said remote computer;
wherein said network interface is a web interface and said network is one of the Internet and an intranet.

45. The method according to Claim 25, further comprising the step of:
generating at least one of access reports, version control report. and package based reports based on at least one selected of said objects within said configuration management system.

46. The method according to Claim 45, wherein said step of generating comprises the steps of:
producing said access reports when the selected object is one of a user group, object, and environment;
producing said package based reports when the selected object is a package; and producing said version control reports when the selected object is a package.

47. The method according to Claim 46, wherein said report generator is configured to produce said reports in InfoReport report formats.

48. The method according to Claim 46, wherein:
said step of producing said access reports includes the step of indicating which users and user groups have access to execute specified functions in an environment;
said steer of producing said version control reports includes organizing a list of items by at least one of version, check out parameters, branches, modification by user, modification by environment, and current release; and said step of producing said package based reports includes organizing a list of items by at least one of items modified by packages, packages by state, time in state, and packages by form items.

49. A computer readable medium having computer instructions stored thereon that, when loaded into a computer, cause the computer to perform the steps of:
managing performance of configuration management functions on objects within a configuration management system; and displaying a representation of said objects in a Windows 95 Explorer style presentation.

50. The computer readable medium according to Claim 49 wherein said step of managing includes the step of:
checking objects into said configuration management system, including the substeps of, selecting an object from outside said configuration management system, dragging the selected object to said representation, and dropping the selected object into said representation.

51. The computer readable medium according to Claim 50, wherein said objects checked into said configuration management system comprise at least one of a file and a folder

52. The computer readable medium according to Claim 49, wherein said step of managing includes the step of:
checking objects out of said configuration management system by dragging the objects to be checked out from said configuration management system and dropping them outside said configuration management system.

53. The computer readable medium according to Claim 49, wherein said instructions stored thereon further cause the computer to perform the step of:
configuring said representation to provide access to configuration management functions by allowing a user to invoke said configuration management functions on at least one of said objects displayed.

54. The computer readable medium according to Claim 53, wherein said step of configuring includes the step of:
providing at least one of a pull down menu selection and a right click menu selection for at least one of said configuration management functions.

55. The computer readable medium according to Claim 53, wherein:
said configuration management functions include at least one of object state changes, object check-in, object check-out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment merge, interactive merge, execute user defined process (UDP); and said method further comprises the step of, performing said state changes by drag and drop procedures utilizing said representation of said objects.

56. The computer readable medium according to Claim 53, wherein said instructions stored thereon further cause the computer to perform the step of:
checking objects into said configuration management system by, invoking a check-in configuration management function on said representation; and dragging and dropping at least one object from outside said configuration management system onto said representation.

57. The computer readable medium according to Claim 53, wherein said instructions stored thereon further cause the computer to perform the step of:
checking selected objects out of said configuration management system by, invoking a check-out configuration management function on said representation; and dragging and dropping the selected objects to a system outside said configuration management system.

58. The computer readable medium according to Claim 49, wherein said instructions stored thereon further cause the computer to perform the steps of:
displaying properties of a selected object; and creating shortcuts directly to specific contexts;
wherein said step of displaying said representation includes the substep of using at least one of an icon, a list, and a details display of said objects in said representation.

59. The computer readable medium according to Claim 53, wherein said step of displaying comprises the steps of:
producing a tree view listing of said objects within said configuration management system; and producing a list view displaying contents and relationships of a selected one of said objects listed in said tree view.

60. The computer readable medium according to Claim 59, wherein said step of displaying further comprises the step of producing a status view that displays status, of functions executed by the configuration management system.

61. The computer readable medium according to Claim 59, wherein:
said step of producing a list view includes the step of displaying at least one of versions, forms, and properties associated with a package when said package is selected in said tree view.

62. The computer readable medium according to Claim 6l, wherein:
said versions includes at least one of version name, version number, view path, package, status, size, user check in, file date/time, and check in date/time;
said forms includes at least one of a list of form names and form properties; and said properties enumerates at least one property of said package.

63. The computer readable medium according to Claim 49, wherein said instructions stored thereon further cause the computer to perform the steps of:
executing said configuration, management system on a server machine in order to produce display information for said representation of said objects within said configuration management system;
connecting said server machine to a network; and transmitting said display information produced by said configuration management system over said network for display on a remote computer.

64. The computer readable medium according to Claim 63, wherein said instructions stored thereon further cause t:he computer to perform the steps of:
formatting said display information as an HTML
document configured to display said Windows 95 Explorer style presentation; and wherein said network is one of the Internet and an intranet.

65. The computer readable medium according to Claim 63, wherein said instructions stored thereon further cause the computer to perform the step of:
formatting said display information as at least one of an Active X component, Visual Java program, Java applet, and PERL program configured to produce said Windows 95 Explorer style presentation; and wherein said network interface is a web interface and said network is one of the Internet and an intranet.

66. The computer readable medium according to Claim 65, wherein said one of an Active X component, Visual Java Program, Java applet and PERL program are further configured to provide access to selected of said configuration management functions.

67. The computer readable medium according to Claim 66, wherein:
said selected configuration management functions include at least one of object state changes, object check-in, object check out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment verge, interactive merge, execute user defined process (UDP); and said instructions stored thereon further cause the computer to perform the step of:
performing said state changes by drag and drop procedures utilizing said representation of said objects.

68. The computer readable medium according to Claim 63, wherein said instructions stored thereon further cause the computer to perform the steps of:
generating at least one of access reports, version control reports, and package based reports based on at least one selected of said objects; and formatting said reports generated as HTML
documents and sent via said network by said server machine for display on said remote computer;
wherein said network interface is a web interface and said network is one of the Internet and an intranet.

69. The computer readable medium according to Claim 49, wherein said instructions stored thereon further cause the computer to perform the step of:
generating at least one of access reports, version control reports and package based reports based on at least one selected of said objects within said configuration management system.

70. The computer readable medium according to Claim 69, wherein said step of generating comprises the steps of:

producing said access reports when the selected object is one of a user group, object, and environment;
producing said package based reports when the selected object: is a package; and producing said version control reports when the selected object: is a package.

71. The computer readable medium according to Claim 46, wherein said report generator is configured to produce said reports in InfoReport report formats.

72. The computer readable medium according to Claim 70, wherein:
said step of producing said access reports includes the step of indicating which users and user groups have access to execute specified functions in an environment;
said step of producing said version control reports include organizing a list of items by at least one of version, check out parameters, branches, modification by user, modification by environment, and current release; and said step of producing said package based reports includes organizing a list of items by at least one of items modified by packages, packages by state, time in state, and packages by form items.

73. A configuration management system, comprising:
means for performing configuration management functions on objects within said configuration management system; and means for displaying a representation of said objects in a Windows 95 Explorer style presentation.

74. The configuration management system according to Claim 73, further comprising:

means for checking objects outside said configuration management system into said configuration management system by dragging and dropping them into said representation displayed on said display device.

75. The configuration management system according to Claim 73, further comprising:
means for checking out objects within said configuration management system by dragging them from said representation to another system.

76. The configuration management system according to Claim 73, wherein said means for displaying comprises:
means for providing access to said configuration management functions by allowing a user to invoke at least one of said configuration management functions on at least one of said objects.

77. The. configuration management system according to Claim 76, further comprising:
means for dragging and dropping said representation of said objects to invoke selected of said configuration management functions;
wherein said configuration management functions include at least one of object state changes, object check-in, object check-out, create package, difference of disparate objects, move package, promote package, demote package, snapshot, approve, list version, list difference, remove item, notify, concurrent merge, cross environment merge, interactive merge, execute user defined process (UDP).

78. The configuration management system according to Claim 76, wherein:
said means for displaying comprises, means for producing a tree view listing of said objects within said configuration management system, and means for producing a list view displaying contents and relationships of a selected one of said objects listed in said tree view.

79. The configuration management system according to Claim 73, further comprising:
means for connecting said means for performing configuration management functions to a network;
means for transmitting information produced by said means for performing configuration management functions over said network for display on a remote computer.

80. The configuration management system according to Claim 79, further comprising:
means for formatting the information transmitted as an HTML document configured to display said Windows 95 Explorer style presentation; and wherein said network interface is one of the Internet and an intranet.

81. The configuration management system according to Claim 79, further comprising:
means for formatting the information transmitted as one of an Active X components Visual Java program, Java applet, and PERL program configured to utilize the information produced by said configuration controller in said Windows 95 Explorer style presentation; and wherein said network interface is a web interface and said network is one of the Internet and an intranet.

82. The configuration management system according to Claim 73, further comprising:
means for generating at least one of access reports, version control reports and package based reports based on at least one selected of said objects within said configuration management system.

83. The configuration management system according to Claim 82, wherein said means for generating comprises:
means for producing said access reports when the selected object is one of a user group, object, and environment;
means for producing said package based reports when the selected object is a package; and means for producing said version control reports when the selected object is a package.

84. The configuration management system according to Claim 1, wherein:
said objects within said configuration management system include versions;
said configuration management system further comprises, a registration device configured to register an application as associated with a type of version, and a view version device configured to, check out a version from said configuration management system, and execute an application registered as associated with the version checked out.

85. The configuration management system according to Claim 84, wherein:
said application executed by said view version device reads the version checked out for display and operation in the application; and said view version device is invoked by identifying a representation of the version to be viewed.

86. The method according to Claim 25, further comprising the steps of:
registering an application as being associated with at least one type of version included in said objects within said configuration management system;
and performing a version view by, checking out a selected version from said objects within said configuration management system;
executing the application associated with the checked out selected version; and utilizing the checked out selected version in the application executed.

87. The computer readable medium according to Claim 49, wherein said computer instructions stored thereon further cause the computer to perform the steps of:

registering an application as being associated with at least one type of version included in said objects within said configuration management system;
and performing a version view by, checking out a selected version from said objects within said configuration management system;
executing the application associated with the checked out selected version; and utilizing the checked out selected version in the application executed.