How do I update Rules in RuleSets

JSN

Well, you can indeed work with User Roles which ensures that your latest Rulesets/ITOs/Classifications are loaded from your Master Developement Root Path on the Server everytime any of your clients start Solibri - this gives you the possibility of keeping your “Office Standard” up-to-date.

However, it seems that this is only applying for NEW SMC files - the resources are inherited right when you create the Solibri file.
Once the SMC is saved, this “bidirectional link” to the root path is “broken”, meaning all the rules (…) and its changes are now stored in your Solibri Project and no changes to the Master-Ruleset on the server will be loaded into exisiting projects. (BUT BE CAREFUL: Overwritting the Master could indeed happen if the permission settings do not prevent it!)

This concept actually makes sense because if your Master always updates (and overwrittes) your rules you would not have the possibility to “customize” your template for each new Project … so I am afraid when you update specific rules the only way to “update” this rule instances in the different projects is to either adjust or replace them manually - but the last one does not keep all the legacy stuff.

Nevertheless, I think when we are speaking of such a centralized ruleset administration, there is definitely some room for improvements. It is actually pretty anoying when have lots of different projects with different versions of the office standard - especially when you implement new rules, you tend to update and fix them more frequently.

Anne

@Agroni,
So far we know the way you like it works, isn’t possible at the moment in Solibri. Maybe Solibri can tell or they have plans to implement.

_c_

I’d like to refresh this thread.

Is there a trick to re-load a rule from the resource path or do we REALLY need to edit every file wherever the obsolete once have issues?

JSN

@_c_ said in How do I update Rules in RuleSets:

Is there a trick to re-load a rule from the resource path or do we REALLY need to edit every file wherever the obsolete once have issues?

I am afraid that you have to reload the ruleset manually in each file where you want to “update”.

_c_

But we are loosing the links to the issues when doing that. How do you do it, so that it doesn’t happen?

lasse.lindqvist

Hi. Check also an upcoming version where rulesets can be externalized to a common location (https://society.solibri.com/topic/1194/upcoming-solibri-version-testers-wanted/17).
If there you update the ruleset, say, on a network drive or a OneDrive folder, all projects that refer to it, automatically always load the newest version.

TheoR

@lasse-lindqvist will this also apply to Classifications and Information Takeoffs?

lasse.lindqvist

@theor said in How do I update Rules in RuleSets:

@lasse-lindqvist will this also apply to Classifications and Information Takeoffs?

Yes, both are externalizable in the same way. Externalizing them is of course optional and the old way of handling them can still be used if wished.

_c_

@lasse-lindqvist thank you.

We are going nuts with paths in Solibri. May I also hope that we’ll have relative paths now?

JSN

@_c_

We are going nuts with paths in Solibri. May I also hope that we’ll have relative paths now?

In which use case scenarios? What I am most afraid of is the fear of breaking rules, ITOs, … because classification names have been modified. Will this finally going to be fixed?

_c_

I did an extensive list of observations a while ago, here. I made exact lists towards the end of the thread.

Some I saw as solved. I discovered, later, that on Mac the Application is always overridden, this is certainly a bug.
Then that there is an ini file where paths are stored, that helps.
Etc.

ILikeAnArch

I have one question regards rulesets.

The scenario:

I use ruleset manager to create the XXX Ruleset and save to C Drive
I add to the project Checking
I run the XXX Ruleset
I now want to add some additional Rules from the Library to the original XXX Ruleset
I now override the XXX Ruleset on the C Drive through Ruleset Manager
I can load the revised XXX Ruleset into the project….

But, the additional rules don’t come over. I am still with the original rules only.

As mentioned above, the only solution I can find is to delete and load the ruleset again, loosing the previous issues.

Am I missing something?

agroni

I’m reviving this old post of mine from five years ago, because I’m facing a similar situation on a current project.

I have three different SMC files that each include two rulesets (csets). One of them is the QualityGate Check, which should be identical across all three files. I’ve noticed that when I modify this ruleset and save it, the changes do not propagate to the other SMC files. The ruleset is also assigned via role. The only workaround that currently works for me is to delete the ruleset in each file and re-import it, but that causes me to lose all existing checking results.

Has there been any progress on this in the last five years? Is there an efficient way to synchronize rulesets across multiple files without losing results?

_c_

Yes please, resolve this problem.