Creating a New Data Central Rule

Note: You can export and import Data Central rules using the same procedures as for "standard" rules. Go to Exporting a Rule and Importing a Rule for further details.

There are two ways of creating a new Data Central rule; you can open a project from the Project List and create a new rule in that project, or you can go to the Rule List and create a new Data Central rule, then attach it to a project.

To create a new Data Central rule:

1. Go to the Data Processing > Data Central Project List menu command.

The Project List opens.

2. Click on the blue Project Name link for the project you wish to create the new rule for, to open that project.

The Data Central Project Details page opens at the General tab.

3. In the Project Details page toolbar, click Create New Rule.

The Rule Details page opens at the General tab (go to General Overview for more information). The Rule Name field is by default filled in using the name of the project for which you are creating the rule, and the Email field (the email address to which any emails concerning this rule will be sent) will by default contain the address of the current user (your address). The page also indicates to which Data Central project the rule belongs, when the project was last modified, and when the rule itself was last updated.

4. Edit the editable fields as necessary then click Save the save the changes.
5. When you have set up the required details here, go to the Source tab to set up the source data (go to Source for more information).
6. Select the project that is to be the source for the data.

This is filled in automatically according to the specifications in the Data Central project (input data source used).

7. If you wish to try the rule using test data before going "live" on the real data, check the Use Test Database box.
8. Check the appropriate filter boxes to select the respondent statuses you wish to be used in the rule (the Complete filter is set by default).
9. If you wish to restrict the dates from which the data is to be extracted, check the Date Filter box and set the associated date limits (all data is selected by default).
10. If you wish to restrict the number of columns that are to be used, click the radio button and select the columns as appropriate.

Note: You must ensure that the columns used in the Data Central project, exist in the rule.

11. If the project is multi-language, select the language data you wish to use.
12. Click Save then go to the Target tab (go to Target for more information).

Depending on the specified outputs in the Data Central project, one or more Target entries will be available. You can click on each of these entries and edit them as necessary.

13. Select the project that is to be updated or select to create a new project.
14. Select the changes that are to be made, whether or not the project's Test database is to be updated, and the execution mode.

If the target Type is a report or an external output file (for example Quantum files), specify whether the file is to be sent via email or stored on the FTP server, and you can choose whether the file is to be encrypted.

Click Save then go to the Permissions tab.

15. Set up the permissions for the new rule as required (go to Permissions for more information).
16. Click Save.

You can now test the rule to check that it is set up correctly.