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Migrate a business rule from one database to another

I was working with a customer today, and they mentioned that one task that is problematic for them is moving business rules from their test database into the production database. Currently, the business rule is manually created via the Clarify Client in the test instance, and then when its all working, it is then again manually re-entered into the production. Manual re-entry is a point of potential failure. The rule may have been perfect in test, but a simple typo when re-entering it in production can cause havoc.

One solution to this issue is to archive the business rule using ArchiveManager or dataex from the test database, and then use ArchiveManager or dataex to import it into production.

Business Rule

First, I created a new business rule in my test system:

Object Type: Case
Rule Name/Description: New Employee Request
Start Event: Dispatch
Cancel Events: None
Conditions: Case Type = New Employee
Action Title: Create Subcases
Message Type: Command Line
Start Action: 0 minutes
From: Event Creation
Using: Elapsed Time
Message: C:\WINDOWS\system32\WINDOW~1\v1.0\powershell.exe C:\work\PowerShell\CreateNewEmployeeSubCases.ps1 "[Object ID]"

Directive File

We need a directive file, which tells ArchiveManager exactly what to archive. Here's an example:

NO_EXPORT OBJECT ALL;
EXPORT OBJECT com_tmplte
WHERE title = "'New Employee Requests'"
ACTIONS = EXPORT, DELETE
TO com_tmplte THROUGH inv_escal2com_tmplte
ACTIONS = EXPORT, DELETE
END_TO
TO rule_cond THROUGH condition2rule_cond
ACTIONS = EXPORT, DELETE
END_TO
;

This directive file tells ArchiveManager to archive the business rule whose title is "New Employee Requests". It will also archive out its related start events, cancel events, conditions, and actions.

I save the above text into a file named bizrule.dir

Export the Business Rule

diet.exe -export businessrule.dat -archive -dir bizrule.dir

export

 

Import the business rule into the production database

diet.exe -import businessrule.dat

import

View the rule in the new database

Using BOLT, I can view that the rule now exists in the target database:

rule 

 

And there it is. I've just migrated a business rule from one database to another, without manually re-typing it.

Rock on.

Posted: Tuesday, November 13, 2007 1:21 AM by gsherman

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