Step 4: Start versioning files | Helix Core Cloud end users

You are now ready to start versioning files with Helix Core. You can add new files to your workspace and then submit them to Helix Core and edit files that are already version controlled in Helix Core.

To submit new or changed files to 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 that are not yet committed to Helix Core Server or are checked out for editing are pending changelists. After a pending changelist is submitted to Helix Core Server, it is a submitted changelist.

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

Where to go next

Optional: Next, you can install other Helix Core tools to version files.

Go to Step 5: Optional - Install other tools | Helix Core Cloud end users.