Command and Toolbar functions

The command bar provides access to all the main operations you may want to perform within a process, such as importing a new process, or computing parts of it.

The toolbar provides buttons which provide quick access to the most frequently used features. If you hover over any of the buttons a tool-tip is displayed, with a brief descriptions of its use.


Functions provided

The functions provided in the command bar and toolbar are the following:

Function

Command bar (where present)

Corresponding page

Function

Command bar (where present)

Corresponding page

Create a new Rulex process

File > New > Process

Datasets and Attributes

Delete a Rulex process



Datasets and Attributes

Import a Rulex process

File > Import Process

Importing Rulex Processes

Export a Rulex process

File > Export Process

Exporting Rulex Processes

Modify process documentation

File > Edit Process Documentation

Documenting Processes

Export process documentation as a PDF

File > Export Process Documentation

Documenting Processes

Create new process variables that can be used as parametric options in tasks



Using Process Variables in Rulex

Schedule the execution of tasks



Scheduling Activities

Compute the whole process

Actions > Compute Process

Overview on Rulex Tasks

Compute only the selected task

Actions > Compute Selected

Overview on Rulex Tasks

Compute all the tasks downstream of and including the selected task

Actions > Compute Onwards

Overview on Rulex Tasks

Compute all the tasks in the process, without saving the results in the database

Actions > In-memory

Overview on Rulex Tasks

Compute all the tasks in the process, saving the results in the database at the end. In comparison with the standard Compute In-memory task, this task also saves the output of the import tasks

Actions > In-memory (save source data)

Overview on Rulex Tasks

Check how the time required to compute, load and save data is distributed over the various tasks in the process



Analyzing Task Performance

Stop the execution of a computation

Actions > Stop Computation

Overview on Rulex Tasks

Create and configure process-level alerts



Setting Alerts for Tasks

Set priorities for the order in which tasks are executed



Prioritizing Tasks

Set parameters regarding the execution of the whole Rulex process



Modifying Process Execution

Configure options for the management of vault variables

 

https://rulex.atlassian.net/wiki/spaces/DP/pages/3137503241

Set parametric options for all processes



Managing Parametric Options

Search for words used in task names and histories, process variables and parametric options.



Searching Tasks

Save a series of operations as a macro, which can then be launched from the Macro Manager



Creating and Using Macros

Display the list of saved macros that can be launched in the process



Creating and Using Macros

Display or hide the Tasks pane

ViewToggle Task Dock

No documentation required.

Display or hide the Processes pane

View > Toggle Process Dock

No documentation required.

Display or hide the toolbar for adding graphic elements to the stage

ViewGraphic Toolbar

No documentation required.

Add a Rulex to the version control system

Right-click process and select 
Version Control > Add

Versioning Processes

Clone a process which has already been versioned.

Right-click process and select 
Version Control > Clone

Versioning Processes

Retrieve the latest version of a process from the version control system. In case of conflicts a warning message is displayed, allowing you to decide how to continue.

Right-click process and select 
Version Control > Pull

Versioning Processes

Align your local files with those on the server. In case of conflicts a warning message is displayed, allowing you to decide how to continue.

Right-click process and select 
Version Control > Push

Versioning Processes

Retrieve the hash name of the process.

Right-click process and select 
Version Control > Info

Versioning Processes

Retrieve a list of commit operations, messages, users and timestamps.

Right-click process and select 
Version Control > Log

Versioning Processes

Revert back to a previous version of a process

Right-click process and select 
Version Control > Revert

Versioning Processes

Add a specified tag to a process, to make it consequently easier to identify, for example if you want to revert to this version.

Right-click process and select 
Version Control > Tag

Versioning Processes

Merges two processes, according to specified merge policies.

Right-click process and select 
Version Control > Merge

Versioning Processes

View user documentation

Help > User Manual

Help > Rulex Tutorial

No documentation required.

Select/activate a new license, or check the status, terms or expiry date of your current license.

File > Manage Licenses

No documentation required.

Change visualization settings in the stage

File > Preferences

Stage Settings

Select/activate a new license, or check the status, terms or expiry date of your current license.

File > Manage Licenses

No documentation required.

Change database settings

File > Database Preferences

File > Resize Database

File > Save Database File as...

Database Settings

Specify repository information for versioning, and associated user name and email for commit operations.

File > Versioning Preferences

Versioning Processes

Copy & paste elements in the stage

Edit > Copy

Edit > Paste

Stage Settings

Check which version of Rulex you are using

Help > About

No documentation required.



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