Siebel Business Rules Administration Guide > Configuring the Business Rules Development Environment >

Setting Up Your Knowledge Base

You can create a knowledge base in an existing database or as a new Access database.

• An Access knowledge base (AKB) must only be used for local prototyping. It is not intended to be the knowledge base in a production, development, or test environment.
• It is strongly recommended that you provide a dedicated database for any production, development, or testing knowledge base.

CAUTION:  Do not allow a knowledge base to share a Siebel runtime database or a Siebel Master Repository database. Neither of these configurations is supported.

Setting up a knowledge base consists of the following tasks:

• Creating a Database to Store the Knowledge Base, for most implementations
• Defining Connectivity to the Knowledge Base

Creating a Database to Store the Knowledge Base

For a production, development, or testing implementation, create a separate database with an enterprise relational database management system such as Oracle, MSSQL, or IBM DB2. Configure the an ODBC datasource to this database.

Defining Connectivity to the Knowledge Base

When you launch HaleyAuthority, you must specify the knowledge base to use for the session. If you create a new knowledge base, then you must define connectivity to its datasource.

You can create a new knowledge base in an existing ODBC datasource or as a new Microsoft Access database. You must only use an Access knowledge base for local prototyping.

If you create your new knowledge base in an existing ODBC datasource then you must first:

• Confirm that your client has the required ODBC drivers.
  • The Siebel Tools installation process configures the ODBC for the Siebel Repository. If your HaleyAuthority knowledge base uses a different RDBMS than the repository, then you must provide the required ODBC driver for the client.
• Create the ODBC datasource for the HaleyAuthority knowledge base.

To define connectivity for a new knowledge base for a production, development, or testing implementation

1. Launch HaleyAuthority in either of the following ways:
   • Choose Start > Program Files > Program Group that contains Siebel Tools > Siebel Business Rules Developer.
   • Choose Start > Program Files > Haley Systems > HaleyAuthority Enterprise.
2. After launching HaleyAuthority, the HaleyAuthority dialog box displays. Under Create a new knowledge base using, click the Existing ODBC datasource radio button, then click OK.

   NOTE:  Although a local Access knowledge base can be used for a single developer's prototyping, the developer may also choose to set up a non-Access knowledge base for the same purpose.

3. In the New Knowledge Base dialog box, in the ODBC datasources and drivers tab, select the ODBC datasource for the new database that you created to store the knowledge base, then click OK.
4. On the following dialog box, enter the login credentials for the datasource, and click OK.

   NOTE:  For this first user who is creating the HaleyAuthority knowledge base in the existing datasource, the login must have the create table privilege, otherwise HaleyAuthority cannot create the new knowledge base. This is the only time that the create table privilege is required of a user of this knowledge base.

   HaleyAuthority creates its tables and initializes the knowledge base.

After a knowledge base in an ODBC datasource is created, any user who launches HaleyAuthority can open the knowledge base by using the Open an existing knowledge base option in the HaleyAuthority dialog box. If the ODBC datasource is not in the list, select More datasources and select the ODBC datasource from the resulting list. The user must provide the ODBC login credentials to use the knowledge base.

To define connectivity for a new Access knowledge base (AKB) for a local prototyping implementation

1. Confirm that the target environment has appropriate Microsoft Access licensing.
2. After launching HaleyAuthority, the HaleyAuthority dialog box displays. Under Create a new knowledge base using, click the New knowledge base file (*.akb) radio button, then click OK.
3. Name the knowledge base, for example TestCallBack, and click Save.

   HaleyAuthority creates its tables and initializes the knowledge base.