Adding Rules to New Library Rule Sets - trillium_discovery - 17.1

Trillium Discovery Center

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Discovery
Version
17.1
Language
English
Product name
Trillium Discovery
Title
Trillium Discovery Center
Topic type
Administration
Overview
How Do I
Configuration
Reference
Installation
First publish date
2008

When you add or edit a data source business rule, you have the option to add the rule to a rule set in the Library. This topic describes how to add a rule to a new rule set you create.

During the process, attributes in the rule's data source will be automatically copied to the rule set. You have the option to add additional attributes and associate the rule's data source to the new rule set. You can keep the original rule with the data source or delete it. After you create the rule set, it will be available to view and edit from the Library.

Note: This procedure is valid for rules unassociated with a rule set. Before you add the rule to a rule set, remove existing associations. For information, see Disassociating Rule Sets from Data Sources.

To add a rule to a new rule set

  1. Do one of the following:

    The Business Rule: Name panel opens.

  2. Click the Properties tab.
  3. Click Add to Library > Add to New Rule Set. (This option is unavailable if the rule is already in a rule set.) The Add Rule to New Library Rule Set window opens.
  4. For Rule Set Name, enter a unique name for the rule set.
  5. For Description, enter a brief description of the rule set.
  6. For Attributes, all attributes used in the rule will be copied into the rule set. You can add additional attributes to the rule set as needed. (See Selecting Attributes.) After adding additional attributes, make changes to the list by clicking Edit Attribute List.
  7. For Associate rule set to this data source?, select one of the following:
    • Yes (the default). This copies the rule and its attributes to the rule set and maintains a connection between the rule set and the data source. If you update the rule in the rule set, the changes are reflected in the original rule.
    • No. This creates a library rule copy of the original. The copy will have no connection to the original. Select Remove rule from data source if you want to delete the original rule from the data source.
  8. Click Save. The window closes and the following occurs:
    • If you moved the business rule and created an association, the Rule Set Name column on the Rules Metadata tab displays the name of the new rule set and the Library Rule column displays Yes.
    • If you made a copy of the business rule, the original rule remains in the data source.
    • If you made a copy of the business rule and deleted the rule, the original rule is removed from the data source.
  9. To re-analyze the rule, see Running Business Rule Analysis.