Step 4: Start versioning files | End user

If you are working on new files that need to be version controlled, add them to the workspace you created on your computer and then submit them to Helix Core Server to share them with others.

  1. Add files to the workspace folder on your computer.

  2. In P4V, choose View > Workspace Tree.

    The workspace tree shows files and folders in your workspace.

  3. Click Refresh on the toolbar to see the files you added in the workspace tree.

  4. In the workspace tree, select the files or folders to add to Helix Core Server and on the toolbar click Add to add them to a default changelist.

    To submit new or changed files to the Helix Core Server, you use a changelist. A changelist defines a logical grouping of work across a set of files and folders. Files and folders not yet committed to the server or checked out for editing are pending changelists. After a pending changelist is submitted to the server, it is a submitted changelist.

  5. To see your pending changelists, choose View > Pending Changelists. In the Pending tab in the right pane, you will see the default changelist. Expand the changelist to view the list of files.

  6. Select the pending changelist and click Submit on the toolbar.

  7. Enter a changelist description so you and your team can see what each person did, and which tasks are complete.

  8. Click Submit.

    The files are uploaded and added to Helix Core Server and are now version controlled.

Edit version-controlled files

To work with files already version controlled by the server, check them out, make changes, and then submit them back to the server.

  1. In P4V, to download the latest versions of files from the server, select the folder or files to work with in the workspace tree and click Get Latest on the toolbar.

  2. In the workspace tree, select the files to edit.

  3. Click Checkout on the toolbar.

  4. In the Select Pending Changelist dialog box, select a changelist or select New.

  5. Click OK.

    The files are now writable and in the pending changelist. Other team members cannot check out the files.

  6. When your changes are complete and saved, select the pending changelist and click Submit on the toolbar.

  7. Enter a Changelist description and click Submit to submit the changelist to Helix Core.

    The changed files are uploaded to the server.

View the dashboard

The dashboard in P4V displays details about your workspace. For example, you can see if there are files you have not submitted or when other team members submit files so you can get them to your workspace.

To view the dashboard, choose View > Dashboard.

The dashboard is refreshed every five minutes, or you can refresh it by clicking Refresh.

Learn more

What's next

Next, you can learn how to perform tasks for daily use, such as managing files, working with streams, resolving files, and configuring P4V.

Go to Step 5: Learn about other common version control tasks.