Step 5: Create a workspace | Helix Core Cloud administrators

A workspace links a local folder on your computer to a stream on the Helix Core Server. It lets you sync files in the stream to your computer so you can work on them and submit changes. You will create one workspace for now, but may create others in the future depending on how your team uses Helix Core.

1. In P4V, right-click the stream you previously created in the Stream Graph view and choose New Workspace.

2. In the Workspace dialog box, enter a Workspace name.

   Each workspace is unique to each user and each computer. You may find it helpful to use a naming convention of <username>_<computer_name>_<project_name>. For example, auser_auserMac_StellarPlaza.

3. Set the Workspace root, which is the folder on your computer where you will store files from Helix Core Server and add or edit files to submit to the server.

   Use a new, empty folder on your computer with the same name as the workspace. By default, the workspace root folder in the Perforce folder in the user's home directory. To select a different location, click Browse.

4. Check the Stream to make sure the correct one is selected for the workspace. To change the stream, click Browse and select the stream to connect the workspace to.

5. Click the Advanced tab.

6. In the File Options area, select Modtime and Rmdir.

   • Modtime sets the modification times to what they were in the submitter's workspace when they submitted them. This makes some functions run faster.

   • Rmdir cleans up empty folders in the workspace.

7. In the On submit field, select Revert unchanged files.

   Selecting this option prevents you from creating new versions of files when no changes were made to them.

8. Select Switch to new workspace immediately.

9. Click OK to create the workspace and switch to it.

10. Click the Workspace tab in the left pane.

    The workspace you created is selected in the list and workspace name is displayed in the title bar of the window. If you have multiple workspaces associated with different folders on the computer, you can access the most recent ones in the list.

    To see all of your workspaces, choose View > Workspaces to open the Workspaces tab in the right pane.

Add files to a workspace and submit them to Helix Core

If you are working on new files that need to be version controlled, add them to your workspace 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 click Add on the toolbar to add them to a default 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 that are already version controlled by Helix Core 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 Helix Core 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. This makes the files writable and adds them to a pending changelist, as you did when you added files to Helix Core. It also prevents other team members from checking out the files.

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

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

   The changed files are uploaded to Helix Core Server.

View 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. The dashboard is refreshed every five minutes or you can refresh it on demand.

To view the dashboard, choose View > Dashboard.

Learn more

• Videos: How to Create a Workspace and Submitting, Syncing, and Managing File Changes

• P4V User Guide topics:

  • Managing files

  • Working with streams

  • Resolving files

  • Configuring P4V

Where to go next

Next, add team members as Helix Core users and specify permissions.

Go to Step 6: Add users and specify permissions | Helix Core Cloud administrators.