RuleDocs are Microsoft Office documents that contain your rules, decision tables, and ruleflows. Rules and ruleflows are stored in Word documents, while decision tables are stored as spreadsheets in Excel. We use t to edit and manage rules offline. You can also use them to present the rules together with documentation and supporting information, including the original policy or requirement.

Synchronising Rules and RuleDocs in Rule Solutions for Office

Synchronizing Rules and RuleDocs in Rule Solutions for Office

You can store your RuleDocs at a location that is accessible to multiple users. Other users can then open RuleDocs for editing without accessing the Decision Center console.

To use these docs to edit your rules, you must set file associations for .docx and .xlsx to Microsoft Office Word and Excel, not just with the Microsoft Word and Excel viewers.

When you work with these Docs in this way, you publish and update them from Decision Center to make sure that the rules in Decision Center and those in your Docs remain synchronized.

  • Publish : To send the rules from Decision Center to RuleDocs on a file system.
  • Update : To save any changes made to your RuleDocs back to Decision Center.
  • When we download Rule Solutions for office, we will be able to see menu added to the Microsoft Word and Microsoft Excel. Rules menu will be added for Word and Decision Table Menu will be added to the Excel. Note that these menus can be seen only when the rules were published to the RuleDocs.

    Rule Solutions for Office in Word and Excel

    Rule Solutions for Office in Word and Excel

    Rule Solutions for Office supports different versions of Office. Rule Solutions for Office works with Versions 2007 and 2010 of Microsoft Excel and Word. When you install Rule Solutions for Office, you extend Excel and Word with add-ins that provide rule viewing, editing and management features for the RuleDocs.

    Steps to Publish rules to ruledocs:

    1. Open Decision Center, Select your project. In this case project, name is MyFirstProject_rules

      Decision Center
      Decision Center
      • Go to the project tab in decision center and select Publish Rules to RuleDocs in Rule Solutions for Office Section.

        [Decision Center Project Tab][4]
        Decision Center Project Tab
        • Specify the local destination folder in Publish rules to RuleDocs (1/3) and click on next. Here we specify where we want to publish the RuleDoc and then edit the RuleDocs. In the Publication location field, select a location from the drop-down list. The Configuration Manager must have created the location beforehand. In the Additional path field, add any required subfolders to this location.

          [Publishing rules to RuleDocs (1/3)][5]
          Publishing rules to RuleDocs (1/3)
          • Select the options for the RuleDocs in Publish rules to RuleDocs (2/3) and then click on next. Here, we specify which rules to include, how your RuleDoc is to be organized, and the locale. By default, all action rules, decision tables, and ruleflows of the current project are published to these Docs. However, you can select a subset based on an existing query. If you select a query when republishing to the same location, only rules selected by the query are published. This means that changes to rules in either Decision Center or in the RuleDocs are taken into account if the query does not select those rules.

            [Publishing rules to RuleDocs (2/3)][6]
            Publishing rules to RuleDocs (2/3)
            • Specify the actions to take for each rule in Publish rules to RuleDocs (3/3) and then click next. At the start of this step, Decision Center displays a table comparing the synchronization state between the rules in Decision Center and the folder location to which you are publishing and proposes an action to take for each rule. For example, during an initial publish, no RuleDocs exist at the publication location, so all actions are Add rule in Rule Solutions for Office.

              [Publishing rules to RuleDocs (3/3)][7]
              Publishing rules to RuleDocs (3/3)
              • Publishing status.

                [Publishing Status][8]
                Publishing Status
                • Now all the rules from the project will be converted into the RuleDocs and saved to the local computer destination provided while publishing.

                  RuleDocs saved to specified local destination
                  RuleDocs saved to specified local destination
                  Now all the rules from the decision center are converted into the Rule Docs and saved into our local system folder. We can now start working offline with the rules. We can Update them, add new entries in decision tables, delete some of the rules, modify the rule flow.

                  Decision Table in Microsoft Excel (xslx)

                  Decision Table in Microsoft Excel (xslx)
                  All the changes that are done to these docs are saved locally in the specified location. Once we complete all our changes we can again update the decision center with all these changes. Let’s see how to Update the rules from the RuleDocs.

    Steps to Update rules from RuleDocs

    Let’s assume that we have added some entries to the decision table of the project. For updating the rules with changes of RuleDocs in local:

    1. Open the Decision center, select our project on the home page then select project tab. Now select Update rules from RuleDocs in the Rule Solutions for Office section.

      Decision Center Project Tab
      Decision Center Project Tab
      • In the next page specify the local docs path for updating the rules in Update rules from RuleDocs (1/2) section and then click next.

        [Update rules from RuleDocs (1:2)][11]
        Update rules from RuleDocs (1/2)
        • Select the rules that should be updated into the rules from Update rules from RuleDocs (2/2) section and then click finish.

          [Update rules from RuleDocs (2/2)][12]
          Update rules from RuleDocs (2/2)
          • Updating progress.

            [Updating Progress][13]
            Updating Progress
            • Check your rule in explore tab in the decision center, Vola! It gets updated with the RuleDocs from the local.

              Decision Table gets updated in the Rules
              Decision Table gets updated in the Rules

              Edit rules, Decision tables, and Ruleflows without publishing and updating rules and docs

              We can also use Rule Solutions for Office for editing if you want to edit an element without publishing and updating. You can edit action rules, decision tables, and ruleflows.

    The Configuration Manager must activate the feature for the icons to appear in the rule tables (see Installation Settings Wizard: Setting configuration parameters{.xref}).

    1. On the Explore tab, click Edit this element in Rule Solutions for Office next to the name of the project element in the table (Edit in Word for action rules and ruleflows, or Edit in Excel for decision tables).

      Edit in Rule Solutions for Office
      Edit in Rule Solutions for Office
    2.   <li class="li step stepexpand">
          <span class="ph cmd"><span class="ph cmd">In the File Download window, click <span class="ph uicontrol">Open</span>.</span></span> <p>
            <figure id="attachment_1460" aria-describedby="caption-attachment-1460" style="width: 840px" class="wp-caption aligncenter"><a href="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Download.png"><img loading="lazy" class="size-large wp-image-1460" src="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Download-1024x629.png" alt="Download" width="840" height="516" srcset="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Download-1024x629.png 1024w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Download-300x184.png 300w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Download-768x472.png 768w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Download.png 1187w" sizes="(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px" /></a><figcaption id="caption-attachment-1460" class="wp-caption-text">Download</figcaption></figure></li> 
      
            <li class="li step stepexpand">
              <span class="ph cmd">In the <span class="keyword">Rule Solutions for Office</span> window, click <span class="ph uicontrol">OK</span>. </span>A RuleDoc containing the contents of the project element opens. <p>
                <figure id="attachment_1461" aria-describedby="caption-attachment-1461" style="width: 840px" class="wp-caption aligncenter"><a href="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable.png"><img loading="lazy" class="size-large wp-image-1461" src="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable-1024x591.png" alt="RuleDoc opens with decisiontable" width="840" height="485" srcset="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable-1024x591.png 1024w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable-300x173.png 300w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable-768x443.png 768w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable-1200x692.png 1200w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/RuleDoc-opens-with-decisiontable.png 1260w" sizes="(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px" /></a><figcaption id="caption-attachment-1461" class="wp-caption-text">RuleDoc opens with decision table</figcaption></figure></li> 
      
                <li class="li step stepexpand">
                  <span class="ph cmd">Edit the project element in the RuleDoc.</span>
                </li>
                <li class="li step stepexpand">
                  Click check in to commit your changes. <p>
                    <figure id="attachment_1462" aria-describedby="caption-attachment-1462" style="width: 840px" class="wp-caption aligncenter"><a href="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes.png"><img loading="lazy" class="size-large wp-image-1462" src="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes-1024x586.png" alt="Update changes and click check into commit changes" width="840" height="481" srcset="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes-1024x586.png 1024w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes-300x172.png 300w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes-768x440.png 768w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes-1200x687.png 1200w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Update-changes-and-click-check-into-commit-changes.png 1263w" sizes="(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px" /></a><figcaption id="caption-attachment-1462" class="wp-caption-text">Update changes and click check in to commit changes</figcaption></figure></li> 
      
                    <li class="li step stepexpand">
                      Decision Center Authentication for committing the changes. <p>
                        <figure id="attachment_1463" aria-describedby="caption-attachment-1463" style="width: 840px" class="wp-caption aligncenter"><a href="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication.png"><img loading="lazy" class="size-large wp-image-1463" src="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication-1024x588.png" alt="Decision Center Authentication" width="840" height="482" srcset="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication-1024x588.png 1024w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication-300x172.png 300w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication-768x441.png 768w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication-1200x689.png 1200w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Decision-Center-Authentication.png 1266w" sizes="(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px" /></a><figcaption id="caption-attachment-1463" class="wp-caption-text">Decision Center Authentication</figcaption></figure></li> 
      
                        <li class="li step stepexpand">
                          Enter the Commit Documentation before checking in the code into the repository. <p>
                            <figure id="attachment_1464" aria-describedby="caption-attachment-1464" style="width: 840px" class="wp-caption aligncenter"><a href="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule.png"><img loading="lazy" class="size-large wp-image-1464" src="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule-1024x585.png" alt="Commit Documentaion for rule" width="840" height="480" srcset="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule-1024x585.png 1024w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule-300x171.png 300w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule-768x439.png 768w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule-1200x686.png 1200w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Commit-Documentaion-for-rule.png 1265w" sizes="(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px" /></a><figcaption id="caption-attachment-1464" class="wp-caption-text">Commit Documentation for rule</figcaption></figure></li> 
      
                            <li class="li step stepexpand">
                              Open the Explore tab in the decision center to check the rule! Yes, the rule gets updated immediately after the commit from Rule Solutions for Office. <figure id="attachment_1465" aria-describedby="caption-attachment-1465" style="width: 840px" class="wp-caption aligncenter"><a href="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Rule-gets-updated.png"><img loading="lazy" class="size-large wp-image-1465" src="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Rule-gets-updated-1024x590.png" alt="Rule gets updated" width="840" height="484" srcset="http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Rule-gets-updated-1024x590.png 1024w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Rule-gets-updated-300x173.png 300w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Rule-gets-updated-768x442.png 768w, http://www.balasubramanyamlanka.com/wp-content/uploads/2016/06/Rule-gets-updated.png 1162w" sizes="(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px" /></a><figcaption id="caption-attachment-1465" class="wp-caption-text">Rule gets updated</figcaption></figure> <p>
                                Well! I guess that is a very big post about the Rule Solutions for Office and the Docs. I had to make sure that all the information posted here is simple and easily understandable. Feel free to express your ideas or new points in the comments section below. Happy Learning! Happy Exploring!!</li> </ol> 
      
                                <p>
                                  &nbsp;
                                </p>
      
                                <p>
                                  <em><strong>Sources</strong>:</em>
                                </p>
      
                                <ul>
                                  <li>
                                    <em><a href="https://www.ibm.com/support/knowledgecenter">https://www.ibm.com/support/knowledgecenter</a></em>
                                  </li>
                                  <li>
                                    <em><a href="https://blogs.perficient.com">https://blogs.perficient.com</a></em>
                                  </li>
                                </ul>