ILOG Rules for .NET User Guides > Rule Studio > Storing and Sharing Rules > Publishing a Rule Project

Publishing a Rule Project

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When you publish a rule project, you essentially send the rules in the rule project to corresponding RuleDocs in Rule Team Server. RuleDocs can be edited using ILOG Rule Solutions for Office or the editor included in ILOG Rule Team Server for SharePoint.

During the publication process you can encounter cases in which you need to make decisions about which version of a rule you want to keep. For example, if a rule was modified in ILOG Rule Studio for .NET and deleted in Rule Team Server, you need to decide on one of the following actions:

Publishing to ILOG Rule Team Server for SharePoint

When publishing to Rule Team Server, the RuleDocs are organized in rule document libraries.

SharePoint Rights for Publishing

To publish rule projects you need a login with the following SharePoint rights:

These rights are determined by the SharePoint administrator using SharePoint profiles--Reader, Contributor, Web Designer, Administrator, and custom groups--and the settings for each rule document library.

Note
Before publishing a rule project to Rule Team Server, ensure that all the RuleDocs in the document library that you are publishing to are checked-in.

To publish a rule project to a new rule document library
  1. On the shortcut menu for the rule project, click Publish.
    2. Rule Studio opens the Publish wizard.
  2. Select ILOG Rule Team Server for SharePoint.
  3. Specify the SharePoint Site URL and Document Library for the rule project:
  4. For SharePoint publishing, specify the User Name and Password to log into the SharePoint site.
    5. Note
    If you leave the User Name and Password boxes empty, Rule Studio tries to connect to SharePoint using your Windows user name and password. You cannot continue in this procedure without a successful connection to a SharePoint site and a login that has the right to publish rule projects.
  5. Specify the Publishing query file. (Optional.)
    6. For information on how to use and define a query file, see Publishing a Filtered Rule Project.
  6. Specify the Publishing language if your application is localized.
    7. For information on localization, see Localizing the Display Text in a Business Object Model.
  7. Click Next.
    8. When you publish a rule project for the first time and the rule document library you specified does not exist, Rule Studio displays a message indicating that a rule document library needs to be created, and prompts you to create the Web Part page.
  8. Check Create Web Part Page and click Next, and then click Finish.
    9. Rule Studio publishes the rule project to the new document library you specified, and displays a log of the operation.
  9. Click Close.
    10. The new rule document library now appears in the list of document libraries in Rule Team Server.
    Note
    To view and edit the business rules in the new rule document library, you must also create a Web Part page for the document library. The Administrator section of the documentation for Rule Team Server explains how to do this.
To publish a rule project to an existing rule document library
  1. On the shortcut menu for the rule project, click Publish.
    2. Rule Studio opens the Publish wizard.
  2. Select ILOG Rule Team Server for SharePoint.
  3. Specify the SharePoint Site URL and Document Library for the rule project.
  4. For SharePoint publishing, specify the User Name and Password to log into the SharePoint site.
    5. Note
    If you leave the User Name and Password boxes empty, Rule Studio tries to connect to SharePoint using your Windows user name and password. You cannot continue in this procedure without a successful connection to a SharePoint site and a login that has the right to publish rule projects.
  5. Specify the Publishing query file. (Optional.)
    6. For information on how to use and define a query file, see Publishing a Filtered Rule Project.
  6. Specify the Publishing language if your application is localized.
    7. For information on localization, see Localizing the Display Text in a Business Object Model.
  7. Click Next.
    8. Rule Studio lists the names of the rules to be published, their status, and the suggested action. Rules that cause conflicts are marked, and you can change the suggested actions manually.
    For more information on the actions you can take, see Publish and Update Actions.
  8. Adjust the actions as needed.
    9. To adjust an action, click on a rule and select an action from the list of suggested actions.
  9. When you are ready to update the rule set, click Finish.
    10. Rule Studio updates the rule project, and displays a log of the operation.
  10. Click Close.

Publishing to a File System

When publishing to a file system, the RuleDocs are organized in directory hierarchy.

To publish a rule project to a new directory
  1. On the shortcut menu for the rule project, click Publish.
    2. Rule Studio opens the Publish wizard.
  2. Select Local or Remote Folder.
  3. Specify the Root Folder and Rule Project Folder for the rule project.
    4. If it is the first time you are publishing the rule project, or the folder does not exist, Rule Studio displays a message indicating that the folder needs to be created for the rules that you want to publish.
  4. Specify the Publishing query file. (Optional)
    5. For information on how to use and define a query file, see Publishing a Filtered Rule Project.
  5. Specify the Publishing language if your application is localized.
    6. For information on localization, see Localizing the Display Text in a Business Object Model.
  6. Click OK, and then click Finish.
    7. Rule Studio publishes the rule project to the directory you specified, and displays a log of the operation.
  7. Click Close.
    8. The rule file appears as an XML file in the folder you specified.
To publish a rule project to an existing directory
  1. On the shortcut menu for the rule project, click Publish.
    2. Rule Studio opens the Publish wizard.
  2. Select Local or Remote Folder.
  3. Specify the Root Folder and Rule Project Folder where the rule project is published.
  4. Specify the Publishing query file. (Optional)
    5. For information on how to use and define a query file, see Publishing a Filtered Rule Project.
  5. Specify the Publishing language if your application is localized.
    6. For information on localization, see Localizing the Display Text in a Business Object Model.
  6. Click Next.
    7. Rule Studio lists the names of the rules to be published, their status, and the suggested action. Rules that cause conflicts are marked, and you can change the suggested actions manually.
    For more information on the actions you can take, see Publish and Update Actions.
  7. Adjust the actions as needed.
    8. To adjust an action, click on a rule and select an action from the list of suggested actions.
  8. When you are ready to update the rule set, click Finish.
    9. Rule Studio updates the rule project, and displays a log of the operation. A backup of an existing version will be made on the file system and renamed using the notation .xslx,1.
  9. Click Close.

See Also

Updating a Rule Project | Publish and Update Actions | Publishing a Filtered Rule Project | Publish Wizard | Using Literal values in ILOG Rule Team Server for SharePoint

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