Creating routing rules

You can create routing rules that apply to user groups, individual users, or specific analysis files.

Before you begin

Create the resource pool that you want to specify for the rule. See Creating a resource pool for more information.
If you are creating a rule for an analysis file, the file must be in the Spotfire library.

About this task

For general information, see Routing rules.

Procedure

Log in to the Spotfire Server web administration pages and click Scheduling & Routing.
On the Rules page, click Create rule and select the type of rule to add:
- If you want to set a resource pool on which to open analyses that are requested by members of a specific group, select Group rule.
- If you want to set a resource pool on which to open analyses that are requested by an individual user, select User rule.
- If you want to set a resource pool on which to open a specific analysis file, select Analysis rule.
In the dialog that opens, do one of the following and then click OK:
- Select the group to which the rule applies.
- Select the user to which the rule applies.
- Select the analysis file to which the rule applies.
On the page for the new rule, type a Rule name if you do not want to use the default name of the selected group, user or file.
Under Select resource pool, choose the resource pool on which the analyses that are affected by this rule should open.

Note: If a scheduled update rule indicates that an analysis file should open on a specific resource pool, that rule overrides any other routing rules (for a group or an individual user) that specify a different resource pool for the user who opens the updated file.
Optional: Set a priority. This setting comes into effect if two or more rules apply simultaneously. 0 is the highest priority.
If you want the rule to be disabled initially, clear the Enabled check box at the top of the page for the rule. You can enable the rule later from the Rules page under Scheduling & Routing.
Click Save.

Results

The rule is displayed in the Rules list.