1.

Before you prepare the content for release, ensure that you accept or reject change tracking in all topics and turn off the Use draft output format option in the output properties.

To check for any final change tracking, you can produce a Validator output.

2.

In Publication Manager, check the Newer Version column in the Baseline tab to determine if there are newer versions of the objects that you are using in your publication. If so, determine if you must select the new version and, if so, click Locate to find the object in the Contents tab and then select the newer version from the list of versions in the upper-right corner.

3.

Generate output and check the logs attached to the notification email for any errors. For more information on generating output and viewing the publishing logs, see Working with output.

You must check the logs every time you publish your outputs, not just at the end of the cycle.

4.

Correct any errors present in the publication log and republish the output.

If you fail to correct any errors, the freeze baseline fails.

5.

On the Output tab in Publication Manager, click View Report to view the publish report and ensure that there are no errors.

This report might show additional errors that are not in your output logs that could prevent the baseline freeze. Therefore, check the report as you get ready to release your content.

6.

In Publication Manager, check the In Folder column in the publication baseline to determine if you’re reusing any objects from other writers. If you are reusing objects from other writers and the Status is anything but Released, contact the writers and inform them when you need them to release their objects.

Perform this step ahead of time to give the topic owner time to resolve the error if any.

You can sort the In Folder column to see any reused topics that are located in folders for which you do not have write access.

7.

When you are ready to release the content, try freezing the baseline before releasing the objects. If the freeze operation reports issues, you have the opportunity to make corrections in the content before you release the objects.

Freezing the baseline.

8.

Release all objects in your publication that you own.

For information on changing the workflow status of individual objects, see: Changing the workflow status of an object from the Desktop Repository, Changing metadata in bulk, or Changing the workflow status when checking in a topic. You can use the workflow report in the Tridion Docs web interface to change the status of multiple objects simultaneously.

9.

Check the Status column in the publication baseline to validate that all objects are in the Released state.

You can sort by the Status column to identify and locate any objects not in the Released state.

10.

Freeze the publication baseline.

Freeze the publication baseline.

11.

If the Freeze operation fails, check the Freeze Baseline report for errors and correct them.

12.

After you freeze the baseline, produce the output again so that it shows a Release Candidate status when complete.

13.

To correct any errors in the baseline freeze, go to the Output tab and click View Report to view the publish report again and ensure that there are no errors.

14.

On the Output tab, select the output with a Release Candidate status and click Release.

15.

Repeat steps 11 through 13 for any other output formats for the publication.

After all outputs are released, release the publication.