Relevant to ShareDo v7.7 and later

How do you migrate Matching Rules to Business Rules?

In ShareDo v7.7, all of the rules within the system are upgraded from our Matching Rules engine to the new Business Rules engine. As part of this upgrade, Business Rules jobs in the Modeller Assistant will highlight any possible changes in functionality.

To learn more about the Modeller Assistant, see this article: Modeller Assistant.

Several activities will likely require action. Opening an item with the status of Action Required presents you with the issue, and you can either correct the issue or verify that the selected item is not an issue. In the example in this image, you could correct the issue by creating the work type with the system path and name shown.

• Use the Business Rule button to open the item in an editor and edit the rule if desired.
• Use the Matching Rule button to preview the original Matching Rule and see how the rule blocks were configured. You can then use this information to edit the new Business Rule.

Once you've corrected the rule or decided it isn't an issue, you can select it and click Verify to change the item status to Completed.

See the Create a Business Rule article for more information on the Business Rule editor.

The best practice is to fix broken rules

It is best practice to attend to each business rule that requires action to clean up your system. This may be slightly time-consuming, but it will serve you well in the future and only needs to be done once.

The most common reason for these required actions is that entities have not been set for rules. For more information on context and entities, see the article Create a Business Rule.

Fixing broken rules is best practice because if you delete a migrated rule, you'd also have to delete all references/usages to that rule. You'd have to remember all of the references/usages when you recreate the rule and configure them again. It is much easier to fix the rule.

Most common rule migration problem and how to fix it

The most common type of problem you will run into when migrating Matching Rules to Business Rules is that the Matching Rule's Context Configuration is missing an entry. This entry in Business Rules is equivalent to the Context and Entity Type. These are shown in the images below (Matching Rules first and the new Business Rules second.)