Tool Bar 

The Tool bar is available directly under the menu bar and provides quick access to commonly used functionality.  Shortcut buttons are only available when they apply to what you are currently configuring.

 

Create new environment icon

Create New Environment

Create a new environment.  You can also do this by right-clicking in the Main Explorer or Global Rules Explorer tabs.

Save button

Save

Saves changes to the configuration you are currently working with but does not save all open configuration changes.  This doesn't write to the database.  You must select Check-in to write to the database.

Save all icon

Save All

Saves and compiles all configuration changes. This doesn’t write to the database.  You must select Check-in to write to the database. Important: Save All will save and compile any configuration that is open.

Upload Schemas icon

Upload XML Schemas

Allows you to upload rule XML schemas into the database directly through the Rules Palette interface.

Cut icon

Cut

Cut configuration.

Copy icon

Copy

Copy configuration.

 

Paste icon

Paste

Paste configuration.

Undo icon

Undo

Undo configuration changes.

Redo icon

Redo

Redo configuration changes.

Find icon

Find

Find term in configuration.

Select in Explorer icon

Select in Explorer

Locates the rule’s XML file in either the Main Explorer window or Global Rules Explorer window.  You must be inside one of the Configuration Area panes in order for this feature to work.

Data Dictionary icon

Data Dictionary

Open Data Dictionary management.

clear cache icon

Clear Cache

Clears the cache, restores the settings to default, deletes all settings and closes the application.

refresh icon

Refresh

Refreshes plan types and sub-folders.

Panel selector

Panel Selector

Lists all panes in Configuration Area.  Use this drop down box to open a pane that you may not be able to see from the Configuration Area.