Create a Ruleset object to set up a collection of rules that
govern the way Clarify transforms one business document into another.
If you are creating a Transformation Ruleset, you must have two Schemas, one for
source data and one for target data.
If you are creating a Data Analysis Ruleset, you
only need one Schema for source data.
If you have not already created them,
see Schemas. For large Schemas, you can Set Schema Loading Preferences to reduce the amount of time it takes to load
in the editor.
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Select File | New | Ruleset from the main menu.
Note: If you select the Package in which the Ruleset should reside before
creating it, some parameters are automatically populated in the New
Ruleset window.
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Provide the Source folder, Package, and Name. Click
Next.
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In the Schema Types window, choose the syntax types for your
Source (input) data and Target (output) data. Choices
are:
- Database
- Local EDI Message
- Flat File
- Connector
- JSON
- Spreadsheet
- XML
- (Target only) No Target - use for Data Analysis Rulesets
(DARS)
Click Next.
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In the Source Schema window, click Browse to produce the
Select File window. Choose the Schema that details the source data.
Click Next.
Note: The Schema must be contained in the current Project or in a Package that
has been made available to the current Project to appear in the selector
window.
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In the Target Schema window, click Browse to produce the
Select File window. Choose the Schema that details the target data.
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Select the Ruleset version to generate.
When creating a Ruleset to function in the new transformation engine, you
may have the option to select which version Ruleset should be used – one
supported by the old transformation engine (Version 1) or
the new
engine (Version 2, default). Please take time to understand the
differences between the two.
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Click Finish. The Ruleset editor appears.