Create an Environment 

You can establish an environment connection in the Rules Palette once you have received the connection information from your Build Manager.  The Build Manager will send a server name and port number to you along with three sets of user names and passwords, which you will use during environment creation.  

 

Note:  If you need to download the Rules Palette application, then use the installation instructions provided in this help system.

 

Steps for Palette Users to Create New Environment

  1. Log-in to the Rules Palette and select either the Global Rules Explorer tab or the Main Explorer tab.

  2. Right-click anywhere in the tab and select Create Environment from Web Service from the right-click menu.

 

Create Environment from Web Service right-click menu option

 

  1. Enter a descriptive environment name that will allow you to distinguish between the various environment connections you create.

  2. Enter the Configuration Server (server name) provided by the Build Manager.

  3. Enter the Configuration Port information provided by the Build Manager.

  4. Enter the palette username provided by the Build Manager.

  5. Enter the palette password provided by the Build Manager.

  6. Check the automatic log-on box if you want the application to automatically log you on once the environment creation is complete.  

  7. Click Test Configuration Server to test your connection to the Web Service that will auto-populate your database properties.  If the connection is successful, click Next.

 

Note:  If you receive an error message that says your username and password are incorrect, check your configuration server and port information as well.  There are instances where errors in these fields also trigger the username and password error.

 

Step one of environment creation wizard

 

  1. Browse to the location of the jdbc driver files.  (SqlServer uses the jtds.jar and DB2 uses three jar files beginning with db2_***.jar.  The file location can be obtained from the Build Manager.)  You will only need to specify the jar file location the first time you set-up an environment.  If you create additional environments, then this Browse field will not display.

  2. Enter the user ID and password for the OIPA database.  The database properties should be grayed out and listed in the database fields directly above the user ID and password.

  3. Click Test Connection to test your database connection.  If the connection is not successful, contact your Build Manager.

  4. Enter the user ID and password for the IVS database.  The IVS database properties should be grayed out and listed in the database fields directly above the user ID and password.

  5. Click Test Connection to test your IVS database connection.  Once both connections are successful, click Finish.

 

A node for the environment you just created will display on the Main Explorer and Global Rules Explorer tabs.  If you did not check the auto-login box, you will need to log-in now.  Right-click on the node and select Log-in to access the Rules Palette application.  Enter the palette log-in name and password you used in step one of the environment creation wizard.

 

Note:  You will not be able to log-in or log-out from the Admin Explorer tab.