Compiling and activating rule bases

Whenever you make changes to a rule base, you must compile it to ensure that no errors exist, and you must activate it so the changes take effect. Compiling allows you to examine the state transitions and function calls to ensure that the rule base correctly reflects your intentions. You can compile the rule base as many times as necessary to ensure that it functions as planned.

Activate the rule base when the compiling process convinces you that it functions the way you intend it to. Activating the rule base archives the version of the rule base that existed before you began making changes and incorporates the changes into the current rule base. The Rules editor contains Compile and Activate buttons; when you select Activate, the rules engine compiles first, and then it activates.The following procedure uses contact rules as an example, but you can compile or activate any type of rule using the same procedure.

To compile or activate a rule base:

1	Click the Common Configuration button on the navigation pane.

2	Double-click Edit Contact Rules under contact rules.

3	To compile the rule base without activating it, click the Compile button.

Or

To compile and activate the rule base in one step, click the Activate button.

4	Click the OK button on the confirmation message.

5	Click the OK button on the message that tells you the rule base compiled correctly. If you clicked the Compile button, you must now click the Activate button to activate the rule base; the compiler runs again.

If you have contacts (or other rule base objects when you are activating other rule bases) in the database that were in a state you deleted while editing the rule base, a message notifies you that these objects have no state and must be assigned to an active—that is, a non-null—state. If these objects remain in a null state, the updated, activated rule base does not run against them. Assign these objects to a non-null state.

6	To acknowledge the message about database modification and display the Update Con­tacts screen, click the OK button.

a	Select the state from the drop-down menu (if you have more than one state) and click the Save button.

7	Click the OK button to exit the rule base and close the Rules editor.

To abandon changes to a rule base:

This action deletes all of the changes you have made to the rules, functions, states, and variables in the current editing session.

1	Click the Abandon button on the Rules editor.

2	Click the OK button to delete the copy of the rule base you are editing, including all states, functions, rules, and variables.

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