Importing and Exporting Rulesets

From the Configurable Consolidation page, you can export Configurable Consolidation rulesets that you have created and import them into a different application. The application into which you are importing rulesets must have the same metadata, dimensions and members, consolidation methods, and attributes/UDA as the source application. To import or export rulesets, you must be a Service Administrator.

The rulesets are exported and imported as XML files, and you can edit the files in a text editor.

Table 20-8 Import Process - Ruleset Status

Target - Status Before Import Target - Status After Import Comments

Ruleset doesn't exist

Undeployed

The ruleset is added to the target application.

Undeployed

Undeployed

Imported ruleset overwrites the ruleset.

Deployed

Deployed with Changed status

Imported ruleset overwrites the Undeployed copy of the ruleset. The Deployed version of the ruleset is unaffected.

Deployed with Changed status

Deployed with Changed status

Imported ruleset overwrites the Undeployed copy of the ruleset. The Deployed version of the ruleset is unaffected.

The Deployed version of the ruleset in an imported file (with the tag deployed_status =true) is ignored. Only the Undeployed version of the ruleset (with the tag deployed_status = false) is considered by the Import process.

Table 20-9 Export Process - Ruleset Status

Ruleset Status Exported XML Content

Undeployed

Single entry ConsolidationRuleSet element with tag deployed_status = false

Deployed

Single entry ConsolidationRuleSet element with tag deployed_status = false

Deployed with Changed status

Two versions:

  • Deployed version of the ruleset (deployed_status = true)
  • Modified version of the ruleset (deployed_status = false)

To access the Configurable Consolidation page:

  1. On the Home page, click Application and then click Consolidation.

  2. From the Consolidation Process page, select the Consolidated tab, and then select Configurable Consolidation.

Importing Rulesets

To import a ruleset:

  1. From the Configurable Consolidation list of rulesets, click Import.

  2. Select the XML source file, then click the Import icon.

    The ruleset is imported with all the rules that it contains. If any of the rules has an error, the ruleset cannot be imported.

  3. You can monitor the status from the Jobs console. To view the status, click Application, then Jobs, and review Recent Activity to check the job status and details.

Exporting Rulesets

To export a ruleset:

  1. From the Configurable Consolidation ruleset list, select one or more rulesets, then click Export.

    To export an individual ruleset, you can also click Ellipse icon , then select the Export menu option.

    The Export option is only enabled when at least one user-defined ruleset is selected.

  2. When you select Export, a job is submitted. You can monitor the status from the Jobs console. To view the status, click Application, then Jobs, and review Recent Activity to check the job status and details.

  3. When the export job completes successfully, the exported XML file is available for download from the Job Details page.