Collect

Register Rules to Tables

Rules are registered to a Target Source to change or customize the Target Source tables. Create new rules using the following naming convention: [Database].[dbo].[RulePrefix][TableName]_[FieldName]_[Description][Action], where

  • [Database] is the database name. This is required in front of each rule name; otherwise, the rule points to the target database, e.g., dgSAP.dbo.irMyRuleIsIndgSapDatabase.

  • [dbo] is the schema owner

  • [RulePrefix] is the Action Filter stored in the Common > Configuration > Modules > Parameters-Collect

  • [TableName] is the name of the table impacted by the rule.

  • [FieldName] is the name of the field within TableName impacted by the rule.

  • [Description]is a brief description of the rule’s function.

  • [Action] is Update (Upd), Insert (Ins) or Delete (Del).

Register the rule after data has been downloaded by the package.

NOTE: Collect rules require database and a schema owner prefix for the rule to process correctly.

To register a rule to a table:

  1. Click Targets in Navigation pane.
  2. Click Sources for Target.
  3. Click Tables for Source. 
  4. Click Rules for Table.

  5. Click Add.

    View the field descriptions for the Table (Rule) page

  6. Enter order in which rule runs in PRIORITY field.
  7. Enter a rule name in RULE field.

  8. Update RULE TYPE list box if the default value is not applicable. Values are:

    • Rule – Performed after the data has been downloaded by the package

      Action – Generic and performed at the field level, where rules are customized and can be performed against an entire table or single column

  9. Update PRECEDENCE list box if the default value is not applicable. This field controls the execution order of the rule or action. Values are:

    After – Rule runs after table is downloaded

    Before – Rule runs before table is downloaded

  10. Select a name from FIELD NAME list box to control the field impacted by action.

  11. Click ADD TARGET DB PARAM check box to enable it, adding a database parameter when running the rule

    NOTE: Activating the ADD TARGET DB PARAM field is helpful when rules are stored in the Collect database and run in another database – users are able to clearly see the originating database. 

  12. Enter a value in WHERE CLAUSE field to limit rule to run on only part of the table data.
  13. Click Save.
  14. Click Vertical View.

  15. Click Edit.

    View the field descriptions for the Table (Rule) page's Vertical View

  16. Enter notes about rule in Comment field.
  17. Enter client specifications for a custom rule in Spec ID field.
  18. Click Save.