Help: RuleSet Maintenance wizard 1

For Move operations, the source and target rules, if they exist, must be unlocked and checked-in before the operation can be completed.

For Copy operations, the target rules, if they exist, must be unlocked and checked-in before the operation can be completed.

For a checklist of other prerequisites and preparation steps, see About the RuleSet Maintenance wizard.

1. Select the Copy or Move radio button.

   Copying creates the target rules and leaves the source rules unchanged. Moving creates the target rules and then deletes the source rules.

   You can copy or move RuleSet Versions. You can only move RuleSets.

2. Select the RuleSet or RuleSet Versions to be processed.

   Select the name from Available Source RuleSet(s) and move it to the right-hand list, Order of precedence during Move/Copy. You can select and drag the object, or select it and click the right-facing arrow icon between the lists.

3. Adjust order of precedence, if needed.

   If you are operating on multiple RuleSet Versions, the rules will be processed in the order listed,top-to-bottom. That is, rules are first processed from the first RuleSet Version listed and duplicate rules in the following versions in the list are dropped. Then any remaining rules are processed in the second RuleSet Version in the list and dropped from the following versions. Processing then continues in the same way down the list of versions.

4. Specify a Target name and, if wanted, a version.

   Enter the name of the RuleSet or RuleSet version that the selected rules should be copied or moved to. If you provide a new name, the wizard creates the target. If the target exists, source rules that also appear in the target will be processed according to setting of the overwrite True or False radio buttons.

   If you move a RuleSet and specify a target version, RuleSet Versions in the source RuleSet are merged by skimming the rules to the specified version, renamed, under the Target RuleSet. That is, the highest versioned instance of each rule in the source RuleSet versions is moved to the target RuleSet and specified RuleSet Version.

   If you move a RuleSet without specifying a target version, the source RuleSet Versions are preserved, renamed, under the Target RuleSet.

   If you copy or move a RuleSet Version, you must provide a target version. If you copy or move multiple RuleSet Versions, they will be merged into the target version following the order in which you have listed them in the Order of precedence listing.

5. Specify the method to resolve rule conflicts, overwrite or skip.

   If you select True, source rules that duplicate target rules will replace the target rules in the processed RuleSet. If you select False, source rules that duplicate target rules will not be processed, and the target rules will be left unchanged.

Click Next >> to begin the processing and continue to the next form of the wizard.

Click Cancel and then click Done to cancel the wizard.