Upload XML Schemas

XML schemas are used by the Rules Palette to perform several functions. They determine the various categories as well as the rules that are placed into those categories. The XML schema also controls the dynamic editor used in the configuration of certain rules. Below you can see how the categories in the Global Rules Explorer are disabled when schemas are not present. The icons are also not available for any of the categories. Once a schema has been uploaded, the various categories become enabled and the appropriate icons appear for each of them.

No Uploaded Schemas With Schemas

Global Explorer with no schemas loaded Global explorer with schemas loaded

After the initial Rules Palette installation and the environment creation set-up, the default schemas should be uploaded and applied to the system. If schemas are not present in the system then the categories in the Explorer window are disabled and no icons are present.

New schemas are uploaded by clicking the Upload Schemas toolbar button located in the Tool Bar. If schemas are not present in the system, the following pop-up window appears after the initial login when the Upload Schemas button is clicked:

This pop-up will only appear the first time a user logs into the newly set-up environment. Once the default schemas are uploaded they will remain in the database.

The Upload Schemas button allows you to upload business rule XML schemas into the database directly through the Rules Palette interface. You can overwrite the default schema or other existing schemas in the database by clicking this button. The Question pop-up window will appear if the environment you are in already contains schemas and you select the Upload Schemas toolbar button.

The system will ask you whether or not you wish to overwrite the existing schema.

Yes will overwrite the schema. You may wish to overwrite existing schemas if you have added new rules to the database, or you are cleaning up existing schemas that may have invalid XML.
No will cancel your request.

Note: Any time you upload new schemas you must log-out of the environment and log-in in order for the schemas to be correctly uploaded to the database. If you attempt to Upload Schemas when you are not logged-in an environment then you will be prompted with a message instructing you to log into the environment.