How can I export and import item rule sets from one environment to another environment?

Here's how you can export and import item rule sets:

  1. Create a new implementation project using the Manage Implementation Projects task from the Tasks panel tab in the Setup and Maintenance work area.

  2. Add the Manage Item Rule Sets task to the project.

  3. Create a new configuration package using the Manage Configuration Packages task from the Tasks panel tab in the Setup and Maintenance work area.

  4. Export the implementation project.
  5. Review the configuration package and the EGO_RULE_SET_DEFINITION.xml file that's exported to ensure all the rule data is export using this method.

  6. Upload and then import the implementation project using the configuration package in the target environment.

  7. Monitor the import process until it completes using the displayed status link. After the import process is completed successfully, the rule sets are migrated to the target environment.

    Important notes:
    • When using a CSV or XML file to export or import product data rules from one system to another, don't change any data in the CSV or XML file. The rule won't work correctly in the target system after the import if the data is changed.
    • Before migration, as a pre-requisite, you must have the attribute groups and the associated attributes setup with the same names in the target system. Only then the rule data is migrated correctly.

      While migrating the rule data, make sure that there is no change in the metadata of the attribute groups referenced in the rule set between the source system and the target system. For example, consider an attribute is referenced in a rule expression and one of the attributes of the attribute group is deleted in the target system. Though the attribute referenced in the rule is not changed, the migration process is likely to result in an error. To avoid this, delete the same attribute in the source system, navigate to the Manage Item Rule Sets page, click the Optimize Rules action, and then migrate the rule data.