RESOLUTION:
Note: Screenshots along with these steps are also in the attached file.
Using Serena PVCS with Toad for Oracle 12.5 and above.
• Requirement
Install the PVCS client and Project Database according to instructions provided from Serena. Ensure the PCLI command line interface is installed.
Note: Options for your version-control system (VCS) are available on the Team Coding toolbar and menu, so we refer to the Team Coding menu though we are not demonstrating Team Coding in this section.
Team Coding Toolbar and Menu
The Team Coding toolbar is located on the main Toad window.
Team Coding toolbar also contains version-control items
If the Team Coding toolbar is not visible when you open Toad:
• Right-click on the main Toad toolbar,
• Select Team Coding.
Instructions here refer to menu items but the Toolbar can be used directly.
Utilities | Team Coding
Configuring PVCS within Toad
Select and configure PVCS in Toad Options.
To select PVCS as your default version-control system in Toad:
1. Set up a PVCS project as described in the previous chapter.
2. In Toad, go to Options | Source Control.
3. Select Serena PVCS Version Manager from the Default VCS list. Click Settings. The PVCS Configuration Options window opens.
4. Set the PVCS options – most options can be left as default
• The PVCS Client is set to PCLI.exe. You should not have to change this, unless the path to PCLI was not set by the PVCS installation.
• PVCS requires comments for most actions. The default comment is used if comments are not entered by the user.
5. Click OK to close and to save your settings.
Toad is now configured and ready to use with Serena PVCS.
Using PVCS in the Editor
Toad allows check in / check out of source files from the Editor or the Project Manager. This section demonstrates working with PVCS in Toad’s Editor.
Use the Team Coding toolbar to perform functions or right click within the Editor and select the ‘Source Control’ sub-menu.
1. Open the Editor.
2. From the toolbar click the ‘Select Version Control Project’ button.
3. The Toad PVCS Login window opens. Select the path to the PVCS Project Database, User and Password. Click ok to login.
4. The Select VCS Project dialog will open.
5. Select a project and click OK.
6. If the Working Directory does not exist, Toad prompts you to create it. This is the directory where your source files are saved.
Create and save a file to be controlled in PVCS
1. Type in the editor to create a new file and save using the ‘Save as’ button on the regular Toad toolbar.
2. The Source Control buttons now become available in the Team Coding toolbar.
3. Click the ‘Add file to source control’ button .
If the file does not already exist in the PVCS project, a success message will be given in the output window.
Edit a file that is controlled in PVCS
1. Open the file in the Editor using the regular ‘Open File’ button.
2. Click the ‘Check Out current Object/File’ button in the toolbar.
If the file is controlled in PVCS, a success message will be given in the output window; otherwise an error message will be given.
3. Edit and save the file, and then click ‘Check in’ to check in your changes.
More version control functions
Toad also provides these functions:
• ‘Get Latest,’ ‘Undo Checkout’ and ‘Compare Contents.’
• ‘Check in All Source Control Files.’
This displays all of the files that you have checked out and allows you to check them in.
• The Source Control Browser which allows you browse source-control projects, perform check out functions, and to open files in the Editor.
To use this function click the ‘Source Control Version Control Browser’ button on the toolbar.
Using Serena PVCS with Team Coding
Use the same process described above if configuring PVCS for use with Team Coding.
The version control system in Toad can be used in conjunction with Team Coding, but this is not generally recommended.
If you do use a version control system in Toad in conjunction with Team Coding, Toad imposes a caveat:
• Toad’s integration with PVCS is disabled if the user is logged on to a database that is controlled by Team Coding and has at least one file type Code Collection item.
• In this case, the Team Coding rules are enforced and PVCS is ignored.
To configure Team Coding with PVCS
1. Connect to a database in Toad. Got to Utilities | Team Coding | Configure Team Coding. If Team Coding is not installed, install Team Coding following the instructions in the install wizard.
2. Select Serena PVCS Version Manager as VCS. You can also configure PVCS as described in the previous section.
3. Check the Team Coding Status is available at any time. Go to Utilities | Team Coding | Configure Team Coding, on the Status tab. This window displays the status of the Team Coding install and any session messages.
Please refer to online Help within Toad for Oracle and related documentation for further instructions on using Team Coding with Version Control Systems.
