Create a Ruleset

Rulesets are used to allow or restrict access to specific data sources. You can apply a ruleset to a user group or schedule.

• User Group. If a ruleset is applied to a user group, then when Creator members of the group are working in the template editor, they are blocked from viewing and selecting any MOVEit source that is not allowed by the ruleset. The template editor's filter lists only the allowed sources for selection.
• Schedule. Administrators and System Administrators can assign a ruleset to a schedule to provide an additional layer of source control over scheduled report results.

Using Rulesets and Templates

When you create a new template or edit a stock template in the Template Editor, all sources are included by default. You can apply filters to a template to include or exclude data from only specific MOVEit sources (servers, organizations, usernames) and MS Exchange sources. Filter selections can be saved as a custom template. When the template is used as a basis for a report, that report accesses only the sources allowed by the filters.

When both a filter and a ruleset are in place (for example, if the template used to create a schedule has specific Filter settings AND a ruleset is assigned to the schedule), they combine to include only the MOVEit sources allowed by both filter and ruleset.

Rulesets do not affect anything in the MONITOR or any report that already resides in the Reports Library.

You must create a ruleset before you can assign it to a user group or schedule. Only Administrators and System Administrators can create rulesets.

• To create a ruleset:

1. In the top menu bar, click SETTINGS, and then click the Rulesets tab.
2. Click Create. The New Ruleset window opens.
3. Enter a Ruleset Name and an optional Description.
4. On the left, click Add Filter. The Add Filter dialog box opens. Make selections to limit the data in the ruleset. Click Add to add the filter and close the dialog box.
5. To add additional filters, click Add Filter and repeat the process.

   For more information, see Create a Filter.

After you create a ruleset, Administrators and System Administrators can assign it to user groups and to schedules. For more information, see the Ipswitch Analytics Administrator's Guide > Manage > User Groups and Schedules.

Next: Create a User Group