Adding Rule Set Associations to Data Sources - trillium_discovery - Latest

Trillium Discovery Center

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Discovery
Version
Latest
Language
English
Product name
Trillium Discovery
Title
Trillium Discovery Center
Copyright
2024
First publish date
2008
Last updated
2024-10-18
Published on
2024-10-18T14:55:05.094442

When viewing the properties for a data source, you have the option to associate the data source with one or more rule sets in the Library. Associating to a library rule set is a way to reuse the library business rule associated with the rule set in a data source.

Use the Add Rule Set Associations to Data Source window to guide you through the association steps, which include the following tasks:

  • Select the rule sets to which you want to associate
  • Map the data source attributes to attributes in the rule set
  • Confirm selections and complete association
Guidelines: Note the following when associating data sources with rule sets:
  • You can associate data sources to any rule set you have access to in the Library.
  • You must map all rule set attributes to data source attributes. However, every data source attribute does not require a rule set mapping.
  • Attributes are pre-mapped (in use) when their names are identical in rule sets and data sources.
  • Associations can also be made from rules sets in the Library. See Associating Rule Sets with Data Sources Overview.
  • You associate a data source with one or more rules sets (up to ten) at a time.

Opening and Using the Associations Window

The Add Rule Set Associations to Data Source window has three tabs labeled Select, Map, and Associate to guide you through the three-step process. Your work is saved as you continue through the tabs. At any time during the process you can view a summary of your selections and make edits to your saved work. You can work in other areas of the Discovery Center while keeping the Associating window open.

To open and use the associations window
  1. Open a data source.
  2. Click the Properties tab.
  3. Next to Rule Set Associations, click the Add Associations icon (). The Add Rule Set Associations to Data Source window opens.
  4. Optional: To change the size of the window:
    Drag any corner or side of the window to resize it.
    • Click to expand the window. Click again to return to the original size.
    • Click to collapse the window down to a bar. Click to return to the original size.
  5. Select. Start by selecting one or more rule set(s) (up to ten) you want to associate with the data source.
  6. Map. Map all attributes in the selected rule sets with attributes in the data source.
  7. Associate. Review and complete the association.
  8. Click Summary at any time to see an overview of your saved selections for steps that are completed. Click Back or In Progress to return to the previously open step.
  9. To edit your rule set selection and mappings:
    • Click the Select or Map tab when it shows a green check.
    • From the Summary page:
    • Click the edit icon () for the step you want to edit. This closes the Summary and opens the step for editing.
    • Click In Progress to open the step you last worked on.

    Clicking Finish schedules the association job to run. To close the window at any time without saving your work, click Cancel or the X icon.