Adding files to Surround SCM

You can add individual files or an entire directory to Surround SCM. When you add a directory, a repository with the same name is created on the Surround SCM Server and files are added to this repository. Surround SCM optionally repeats the process recursively for all subdirectories.

1. Select the repository to add files to and choose Activities > Add Files.

The Add Files dialog box opens. The files and folders in the selected repository’s working directory that have not yet been added to the repository are displayed. If a working directory is not set for the repository, the contents of your default directory are displayed.

2. Select a drive or directory from the Look in list and then browse to the directory to add files from.

You can prevent adding files with specific names and extensions. See Setting auto-detect and ignore file options.

3. Click the Select View button to change how files are displayed.

  • List displays the filename only.
  • Details displays the filename, size, and last modified date.
  • Show Controlled Files files that are already in Surround SCM.
  • Show Ignored Files and Directories displays all files and directories even if they are hidden based on ignore rules or mainline options. See Ignoring files and directories.
There are two additional Linux options: Hidden Files to displays all files that start with a period and Symbolic Links displays all files with symbolic links.

4. Select a Files of type option to display files with specific file extensions, such as C# files.

File types are organized in groups. You can add file extensions to existing groups and create new groups to quickly access file types you work with most often. See Grouping file extensions to find related file types.

5. Select the files or folders to add.

  • If you know the filename, enter it in the File name field. You can also use wildcard characters to find files. For example, enter *.txt in the File name field to display all text files in the selected directory.
  • Press Ctrl+A to select all files and folders to add.
  • Ctrl+click each item to select multiple files or folders to add
  • To add files from a folder, double-click the folder to open it and then select the files.
  • To quickly add one file, select any options and then double-click the file.

6. Click the Comments tab to enter comments about the files you are adding.

7. Click the Custom Fields tab to set custom field values. See Setting custom fields.

You may not have access to this tab depending on your security permissions.

8. Select Recursive if you are adding a directory and want to automatically add all subdirectories and files.

9. Expand and select any additional options for adding files.

Select changelist options to add the files as part of a changelist.

  • Select Add as part of the following changelist and select a changelist. See Adding file actions to changelists.
  • Select View pending changelists after add to view the pending changelist.

Select code review options to add the files to a code review.

Select Add new version to code review and select a code review. Select <New code review> to create a new code review. See Creating code reviews. Click Select to view code review details and determine which review to add the files to.

If you are adding files as part of a changelist, the files are added to the code review after the changelist is committed.

Select local file options to indicate how to handle local files after the add.

  • Select Get files after add to create a read-only copy of the files in your working directory. This option is only enabled if a working directory is set for the repository. 
  • Select Make files writable to get the files in read-write mode.
  • Select Check out files after add to immediately check out the files.
  • Select Exclusive check out to prevent other users from checking out the files. This option is only available if Surround SCM is configured to allow multiple check outs.

Select advanced options to set workflow states, label files, overwrite removed server files, and detect file type when adding files.

  • Select Set state when file added and select the workflow state to set on the files when they are added. If you do not select a state, the default state is used. See Changing workflow states.
  • Select Label and select a label if your organization uses labels. Select <New label> to create a label. See Creating labels. Click Select to view label details or search for a label. See Selecting labels. Optionally select Update label with selected version to remove the label from earlier file versions when applying it to the new version.
  • Select Overwrite file if found removed to overwrite a removed server file with the same name as the file you are adding. If this option is selected and a removed file with the same name is found on the server, the server copy is replaced with the local file. If this option is not selected, and the local file matches a removed server file, you are prompted to replace the file or skip the add.
  • Select a File type. Auto Detect is the default. You can also select Text, Text (CR/LF), Text (LF), Binary, Mac Binary, UTF-8 Text, UTF-8 Text (CR/LF), UTF-8 Text (LF), or UTF-16 if you need to explicitly set the file type.
If you are adding files as part of a changelist, the files are labeled after the changelist is committed.

10. Click Attach to attach the file to an item in Helix ALM or an external issue tracking tool. See Attaching source files to Helix ALM items or Attaching source files to external issues.

11. Click OK to add the files to Surround SCM.

If you set a workflow state on the files, you may be prompted to enter an electronic signature and reason. See Entering electronic signatures.