EBIFour.com > Training > Clarify QRGs > Step-by-Step: Convert V1 Ruleset to V2 - Part 1

Step-by-Step: Convert V1 Ruleset to V2 - Part 1

10th June 2019

Cleo Clarify Version 2 Ruleset in text editor

There are many reasons Cleo Clarify customers want to migrate their existing Clarify set-ups to Version 2 (V2)

Part of the process of migrating to V2 is manually upgrading the ruleset(s)

In several posts, we will review the steps required to move from V1 to V2.

INITIAL STEPS

Step 1: Copy V1 Ruleset to a New Name

Step 2: Add header text

1. Open the ruleset, using the Ruleset Text based-text Editor

Cleo Clarify Menu option for Text editor view

2. Add the following to the beginning of the ruleset

#content/*ruleset 2 */

Step 3: Update RDO

If the ruleset is using a Ruleset Data Object (RDO), add the following to the beginning of the RDO

#content/*rulesetDataObject 2 */

Step 4: Clean-up Variables

Ruleset variables should convert easily for V2 rulesets. However if there are variables with predefined lengths, the lengths should be removed.

A sampling of the variables, with pre-defined lengths are highlighted (below)

Cleo Clarify ruleset variables with pre-defined lengths

Step 5: Update Connector Options

All rulesets have connectorOptions, and at minumum a sourceConnector.

These values need to be updated for V2. Below is a V2 example

Cleo Clarify Ruleset Connector Options

Below are the V1->V2 conversion examples

EDI to Database
V1
sourceConnector = new ConvertEdiToDocument
targetConnector = new ConvertDocumentToDocumentTgt

V2
sourceConnector = new X12Connector
targetConnector = new DatabaseFileConnector

Database to EDI
V1
sourceConnector = new ConvertDocumentToDocumentSrc
targetConnector = new ConvertDocumentToEdi

V2
sourceConnector = new DatabaseFileConnector
targetConnector = new X12Connector

EDI to Flatfile
V1
sourceConnector = new ConvertEdiToDocument
targetConnector = new ConvertFileDelimitedToDocument

V2
sourceConnector = new X12Connector
targetConnector = new DelimitedFlatFileConnector


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