Deploying Business Rules and Business Rulesets from the Deployment View

You can deploy business rules and business rulesets from the Deployment View. You can also deploy one business rule or ruleset to Planning, Essbase, or Oracle General Ledger from within the Rule Designer (for business rules) or the Ruleset Designer (for business rulesets). See Deploying a Business Rule or Business Ruleset from the Rule or Ruleset Designer (Planning and Essbase users only).

If you are deploying to Financial Management, you can deploy one business ruleset for each calculation type in an application; you cannot deploy business rules to Financial Management.

  To deploy business rules and business rulesets from the Deployment View:

  1. From the System View, select View, Deployment View.

    Note:

    If you are deploying to Planning or Essbase, you can also deploy from the System View.

  2. In the Deployment View, expand the Financial Management, Planning, or Essbase application type.

  3. Do one of these tasks:

    • Planning and Essbase users: To deploy all of the rules and rulesets within an application (known as a full deployment), right-click the application, and select Deploy All.

      Note:

      When you deploy all of the rules and rulesets in an application (known as a full deployment), the folders containing the rules and rulesets are deleted from the Deployment View.

    • Planning and Essbase users: To deploy a subset of the business rules and business rulesets (known as partial deployment), expand the application and the To Be Deployed node. Then perform these steps:

      1. If they are not selected, select the rulesets you want to deploy.

      2. Expand the plan types that contain rules you want to deploy.

      3. If they are not selected, select the rules you want to deploy.

      4. Right-click, and select Deploy.

      Tip:

      To deploy multiple rules or rulesets, use Ctrl + Click and Shift + Click to select them, right-click, and select Deploy.

      Note:

      If you deploy a business rule with shortcuts to other applications, the business rule is deployed to each of the applications for which there is a shortcut. If you are working with a Performance Management Architect application, and you want to ensure that rules with shortcuts are successfully deployed to each application, in Performance Management Architect, use the Library Job Console to see the results of the deployment.

    • Financial Management users only: To deploy business rulesets:

      1. Expand the application, the To Be Deployed node, and the calculation types that contain rulesets you want to deploy.

      2. If they are not selected, select the rulesets you want to deploy. You can deploy one ruleset per calculation type.

        Note:

        Be sure to include the Generic_Ruleset for deployment.

      3. Right-click the application, and select Deploy. When you deploy, the objects in .xml format are converted into .rle format and loaded into the Financial Management application.

      Tip:

      To deploy multiple rulesets, use Ctrl + Click and Shift + Click to select them, right-click, and select Deploy.

    If the deployment is successful, a “Deployment was successful” message is displayed. If there are issues, and you are working with a Performance Management Architect application, the Performance Management Architect Job Task dialog is displayed with a link to the Library Job Console.