About RuleSets

RuleSets are collections of related rules. Some RuleSets are automatically created when you install the Upland AccuRouteserver. You can also create your own RuleSets as collections of custom rules. The rules can be inbound or outbound and the system processes them according to how they are arranged on the screen within the RuleSet.

RuleSets offer Administrators opportunities to customize and interact with their system’s workflow. For example, you can configure non-linear processing by defining the order in which rules are applied. (You can easily move rules within a RuleSet up and down the list.) You can also configure criteria to be met in order to send or disable user notifications.

RuleSet types

The following RuleSet types are automatically created at installation.

User - The User RuleSets folder includes all user-created and customized outbound rules.
Received Faxes - The Received Faxes RuleSets folder lists all the inbound fax rules used by the server to process inbound fax messages.
Default - The Default RuleSets folder lists all the outbound rules used by the server to process outbound messages.

Understanding routing rules

A Routing Rule functions like a dispatcher, telling a message which path to follow. It acts as an "if then" statement, matching criteria with an action (such as splitting attachments, merging attachments, converting one file format to another, sending to different connectors, and more).

When a message arrives on the server via a connector, the server tries to match the message against existing rules to determine how it should be processed. When the message matches a rule, the server begins processing the message according to the actions associated with that rule.

Note: Routing Rule functionality from prior releases is retained with RuleSets.

Routing rule priority

When a message arrives on the server via a connector, the server tries to match the message against existing routing rules to determine how it should be processed. The server matches the messages against the rules that are at the top of the list first, followed by rules at the bottom.

If the message does not match the first routing rule, the server automatically skips the rule and tests the message against the next routing rule in the list.

Note: While there might be some exceptions, you should position specific routing rules near the top of the list, and general rules near the bottom of the list.

Setting the routing rules priority

Use the following procedure to set the priority for the inbound or outbound routing rules on the server.

Note: The order in which the rules are listed affects the way the server applies routing rules. This in turn impacts the way the server processes messages.

Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

On the console, expand the Server Administrator tree.
Expand Rules. Select Inbound or Outbound. The rules are listed in the details pane.
To move a rule up in the list, right-click on the rule and select Move Up.
To move a rule down in the list, right-click on the rule and select Move Down.

Accessing RuleSets

Start the Server Administrator.