Managing RuleSets

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
2. On the console, expand the Server Administrator tree.
3. Expand RuleSets, and select User, Default, Received Faxes or a custom ruleset. The existing rules are listed in the details pane.
4. To view the properties of a rule, double-click the rule, or right-click and select Properties from the shortcut menu. The Rule Properties dialog box appears.

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
2. On the console, expand the Server Administrator tree.
3. Expand RuleSets and select Inbound or Outbound. The RuleSet's rules are listed in the details pane.
4. Right-click the rule you want to copy.
5. Select Make a copy on the drop-down list. A copy of the rule is created and listed in the Details pane.
6. Modify the copy as needed.

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
2. On the console, expand the Server Administrator tree.
3. Expand RuleSets and select the User, Received Faxes, Default, or custom ruleset you want to modify. The RuleSet's rules are listed in the details pane.
4. Double-click the rule you want to modify. The Rule Properties dialog box appears.
5. Specify the new Criteria for the rule on the Criteria tab.
6. Specify the new Actions to take for this rule on the Actions tab.
7. Click OK and your rule is modified.

The server begins processing messages matching this rule.

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

2. On the console, expand the Server Administrator.

3. Expand Rules. Select Inbound or Outbound . The rules are listed in the details pane.

4. Double-click the rule you want to modify. The Create New Rule wizard opens.

5. In the Specify the Criteria for this Rule page, click Next.

6. In the Specify the Actions to take for this Rule page, click Next.

7. In the If any Action(s) do the following page, click Next.

8. Select the Enable this rule option.

9. Click Finish. The server begins processing messages matching this rule.

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
2. On the console, expand the Server Administrator tree.
3. Expand RuleSets and select the User, Received Faxes, Default, or custom RuleSet with the rule you want to disable. The RuleSets' rules are listed in the details pane.
4. Double-click the rule you want to disable. The Create New Rule wizard appears.
5. Click Next on the Specify the Criteria for this Rule page.
6. Click Next on the Specify the Actions to take for this Rule page.
7. Click Next on the If any Action(s) do the following page. Ensure the Enable this rule option is not selected.
8. Click Finish.

The server stops processing messages matching this rule.

You should delete routing rules that you no longer use on the server. If there is a possibility that you will need to use the rule in the future, you can disable the rule rather than deleting it.

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
2. On the console, expand the Server Administrator tree.
3. Expand RuleSets and select the User, Received Faxes, Default, or custom RuleSet with the rule you want to delete. The RuleSets' rules are listed in the details pane.
4. Select the rule you want to delete.
5. Right-click and select Delete from the drop down-menu.
6. Confirm that you want to delete the rule.
7. Click Yes. The rule is deleted.

You can only delete custom, user-created RuleSets that are empty. For example, if you created a RuleSet named Accounting, to remove it you would right-click RuleSets > Accounting and select Delete.

Depending on how you configure the routing rules on the server, you can route a mes­sage by the first rule it matches or by multiple rules.

If you want to route a message using the first rule it matches, select the Stop Processing Other Rules option. This option allows you to determine whether or not you want the server to apply additional rules to a message on the server. When you enable this option and a message matches that rule, the server does not apply any other rules to the message even if the message matches a subsequent rule in the list.

If you disable the Stop Processing Other Rules option, the server will use multiple rules to process a message. That is, the server will continue applying rules to the mes­sage until the message matches a rule in which the Stop Processing Other Rules option is enabled.

When you create a routing rule with multiple criteria, a message must meet all the criteria in the rule in order to match the rule. Once the message meets all the criteria associated with the routing rule, the server processes the message according to the instructions in the rule.

For example, you might create a routing rule with the following criteria.

• When the day of the week is Monday, the message matches this rule.
• When the time of day is between 8:00 AM and 5:00 PM, the message matches this rule.

In this instance, a message will match the rule only if the message is submitted to the server on Monday between 8:00 AM and 5:00 PM.

Note: You can associate up to five criteria with a rule.

If you want to set more than five criteria for a rule, create the rule with the first five criteria, make a copy of the rule, add the next five criteria, and so on.

Tip: If you want to require that a message meets only one criterion in order to match a rule, you can create multiple rules with different criteria. Create a routing rule with a criterion, copy the rule, and then modify the criteria. After you create these rules with different criteria, you can position them close together in the list of routing rules.

See Routing Rules Criteria List for more information.

When creating a routing rule, you can set the value of one or more variables. When you set the value of a variable, all messages matching the routing rule uses the value you specified.

Note: The specified value overrides the default (original) value of the variable.

You can use this feature to create an unlimited number of solutions. The following example illus­trates the benefits of setting the variable value when creating routing rules.

Example

Members of the Technical Support group send faxes to customers. When sending a fax, they do not want to display their individual phone number on the fax cover page. Instead they want to show the general phone number for the Technical Support group. This is necessary to ensure that customers who call the company for Technical Support can speak to someone immediately.

To display the group phone number instead of the sender's phone number on the fax cover page, create a routing rule that identifies faxes sent by users in the Technical Support department and set the value of the %SENDER_BUSINESS_PHONE% variable equal to the general phone num­ber for the Technical Support department.

When someone in Technical Support group sends a fax containing the %SENDER_BUSINESS_PHONE% variable, the original value of this variable is overridden by the value you specified in the routing rule.

Tip: An alternative solution to the scenario described above is to create a special cover page template for users in the Technical Support department.

A wildcard is a special character you can use in searches to represent all values. You can use the following wildcard characters:

• Asterisk (*) matches any character (including 'empty')
• Question mark (?) matches any character (but not 'empty')

With regard to the server, the wildcard character is always the asterisk (*). The follow­ing examples illustrate some of the ways you might use wildcards.

• Use the wildcard alone to find all values; for example, *
• To find all messages whose destination fax number starts with a particular area code, enter +1<area code>*. For example: +1603*
• To find all messages destined for a particular domain, enter: *@company.com
• To find all messages with area codes beginning with 7 and ending with 2, enter: +17?2*