Managing RuleSets

1. In the Server Administrator, expand RuleSets.
2. Select User, Received Faxes, Default or a custom ruleset. The existing rules are listed in the Details pane.
3. 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. In the Server Administrator, expand RuleSets.
2. Select the User, Received Faxes, Default, or custom ruleset you want to modify. The RuleSets' rules are listed in the details pane.
3. Double-click the rule you want to modify. The Rule Properties dialog box appears.
4. Use the General tab to modify the name, Rule Set folder location, and Order value if necessary.
5. Use the Criteria tab to modify the Criteria Expression and the Insert button to add other system or user- defined properties, if necessary.
6. Use the Actions tab to modify current or add other actions.
7. Click OK.

The server begins processing messages matching the modified rule.

1. In the Server Administrator, expand RuleSets.

2. Select the User, Received Faxes, Default, or custom RuleSet that has the rule you want to enable. The RuleSets' rules are listed in the Details pane.

3. Double-click the rule you want to enable. The Rule Properties dialog box appears.

4. Use the General tab and select the Enable this rule check box if necessary.

5. Select OK.

The server starts processing messages matching this rule.

1. In the Server Administrator, expand RuleSets.

2. Select the User, Received Faxes, Default, or any custom RuleSet that has the rule you want to enable. The RuleSets' rules are listed in the Details pane.

3. Double-click the rule you want to disable. The Rule Properties dialog box appears.

4. Use the General tab and clear the Enable this rule check box.

5. Select OK.

The server stops processing messages matching this rule.

You can delete rules that you no longer use on the server. AccuRoute recommends that you disable the rule instead of deleting it in the event you need to use the rule in the future.

1. In the Server Administrator, expand RuleSets.
2. Select the User, Received Faxes, Default, or any custom RuleSet with the rule you want to delete. The RuleSets' rules are listed in the Details pane.
3. Right-click the appropriate rule and select Delete from the Properties shortcut menu.
4. Select Yes to confirm and delete the selected item. The rule is deleted.

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

Note: You must delete the rules first, if any, before you can delete any custom, user-created RuleSet folder.

You can create rules specifying how the Upland AccuRoute Server should handle inbound or outbound messages when it is after hours in your company. For example, you may want to route after hour inbound faxes to network printers so that your knowledge workers can retrieve them when they arrive.

How it works

The After hours option is a setting that triggers the creation of a file called the Afterhours.flag in the Server Administrator > Messages folder. The server will execute any after hours rules created when the flag is present. The option must be manually enabled at the start of the after hours, for example, 6:00 pm and disabled at the end of the after hours, for example, 6:00 am by a designated Administrator or an internal automated task can be created to enable/disable the after hours flag if necessary.

Note: Use the following default path to ensure the After hours flag is enabled in the Messages folder: ...\Program Files (x86)\Upland AccuRoute\AccuRoute\Messages. The flag will not appear in the Messages folder if the file is disabled.

Rules must be defined so that the server knows what to do with the messages during after hours, for example, send the messages to a folder, printer, or other destination. See Creating Custom Workflows and examples for information about creating rules.

To enable After hours flag

1. In the Server Administrator, right-click RuleSets.

2. Select Afterhours. A check mark appears next to the option and the Afterhours.flag file is created in the Messages folder.

To disable After hours flag

1. In the Server Administrator, right-click RuleSets.

2. Select Afterhours. The check mark next to the option is removed and the Afterhours.flag file is also removed from the Messages folder.

The following System-defined job properties can be used as criteria when creating After hours, Weekend, or Holiday rules.

• DispatchAfterHours

• DispatchMonth

• DispatchDay

• DispatchYear

• DispatchDayofWeek

• DispatchDay

• DispatchHour

• DispatchMinute

• DispatchSecond

• DispatchIsNotification

Note: Contact Technical Support if you need assistance with the creation of after hour rules.

When you create a 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 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, duplicate 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, duplicate 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 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 variables to create an unlimited number of solutions. The following example illus­trates the benefits of using variables when creating rules.

Sender Business Phone Rule Example

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

To show the Technical Support phone number instead of the sender's phone number on the fax cover page, the company's Administrator creates a rule that identifies faxes sent by Technical Support department and sets the value of the %SENDER_BUSINESS_PHONE% variable equal to the general phone number of the Technical Support department.

When a member of the Technical Support group sends a fax containing the %SENDER_BUSINESS_PHONE% variable, the original value of this variable is overridden by the value the Administrator specified in the 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 can 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*