Creating a Baseline
To create a baseline, open the "Baselines" tab in Space Administration section of your Confluence space.
- Click "New Baseline" to create a Baseline
- You will need Create Baselines permission to create baselines. If you can't see the New button, contact your Jira Administrator to get permission.
- Enter a name for the baseline
- Select Baseline Creation Type.
- You will have two options: Create a baseline "based on a date" or "by selecting individual page versions".
Create a Baseline "Based on a Date"
This option allows you to enter a date and pick file versions based on that date. For each document (page or attachment) in the space, the oldest version that has a date earlier than the given date will be included in the baseline.
By default, the dialog shows the current date and time.
Scope
You have two options to select the files.
- Include All Pages
- This option includes all pages (and attachments on those pages) in the space.
- Select Individual Pages
- This option allows the user to select individual pages to be included in the baseline.
- Attachments on selected pages will also be included in the baseline.
- Mark the checkbox next to each page that you want to include in the baseline.
- The menu icon next to the checkbox of each page opens a context menu which allows the user to select or deselect a page with all its subpages.
- This option allows the user to select individual pages to be included in the baseline.
Baseline Keyword
Click Advanced if you want to enter a baseline keyword, if any.
You can set a keyword to automatically filter out individual page versions from each page's history. When you enter a keyword, the plugin searches for the keyword in revision comment of each page version and includes the newest version (that is earlier than the selected date) that matches.
This capability can be used to filter out draft versions of a page. Since each "save" creates a new version, you can enter a specific word in document revision notes for major versions of pages and using the "Baseline Keyword" feature, you can make the plugin pick those versions from the page history.
If you do not use keywords in history notes (or if your are not sure how to use this feature) just leave the keyword empty.
Create Baselines "by Selecting Individual Page Versions"
This option allow you to explicitly pick individual files and their versions to be included in the baseline.
When this option is selected, you do not enter a date and the scope is set to "Select Individual Pages" automatically.
A picker will appear next to each page and version numbers of that page will be listed in the picker. By default, all pickers will be set to "Latest". You can select a page version for each page.
The magnifier button next to each version picker will open in a new tab, the history of that page.
Create
When you click create after making your selections, your new baseline will be created by the app and will be listed among the baselines on the left.
