Peter Chaplin
Genesys Rules System Playground
What is Genesys Rules System?
Genesys Rules System (GRS) provides the ability to develop, author, and evaluate business rules. A business rule is a piece of logic that is defined by a business analyst. These rules are evaluated in a Rules Engine based upon requests that are received from client applications. Click here for an infographic.
Some Genesys applications that can use the Rules Engine include VXML applications that are executed by the Genesys Voice Platform, SCXML applications that are executed by the Genesys Orchestration Server, and Genesys intelligent Workload Distribution (iWD) business processes that are executed by Genesys Interaction Server and Universal Routing Server.
GRS consists of three software components:
- Genesys Rules Development Tool (GRDT)
- Genesys Rules Authoring Tool (GRAT)
- Genesys Rules Engine (GRE)
From release 8.1.2, Genesys Rules System also supports Genesys Web Engagement, through the use of template types that enable the creation of rules and packages that use event fact types.
Helpful Links
Release Notes
Release Advisory
READ release information: New in 8.5 Releases | Readme | Product Alerts
Current documentation set for Genesys Rules System 8.5
Overview A high-level introduction to Genesys Rules System concepts and architecture.
Deployment Guide Use this document to deploy Genesys Rules System and enable its features.
Authoring Tool 8.5 Help Use this downloadable Help file to review how to use the Rules Authoring Tool user interface.
Development Tool Help (8.1) Use this downloadable Help file to review how to use the GRDT user interface.
Example - VXML Application (8.1.x) A worked example for a VXML application requesting rule evaluation from GRE.
iWD and Genesys Rules System (8.1.x) How to configure Genesys Rules System 8.1 for use with IWD - online format, extracted from the iWD Deployment Guide.
{{{prodlong}}} 8.5 Release Information
Click below to see New in This Release, Readme, and Product Alerts information for 8.5 releases.
[+] Show release informationNew in 8.5.x Releases
[+] New in Release 8.5.0The following new features were added in the 8.5.0 release:
8.5.001.21
Genesys Rules System
- Business Calendars and Timezones
- Dynamic Timezone Support—Business calendars have been enhanced to allow the timezone to be provided at rule-evaluation time.
- Business calendars have been enhanced to distinguish between holidays and non-working days.
- Timezone names are now prefixed with their UTC offset, to enable clearer sorting. The presence of an asterisk after the timezone name indicates that daylight saving operates there.
- A new role privilege—Business Rule - Edit Only—has been added that will allow a user to edit and save only the parameter values of a rule.
- A new configuration option—list-object-use-name—has been implemented in order to enable users to control whether either the name or the display name of a Configuration Server list object is encoded in the DROOLS rule file.
- You can now choose to either show or hide the ID and NAME columns in individual Decision Tables. Please refer to the GRAT Release Note for more information.
8.5.001.13
Genesys Rules System
- Conversation Manager Template and Rules—A new standard template and rules package specifically for use with Conversation Manager has been developed to enable much faster deployments that can later be scaled up according to customers' requirements. A new document describes the contents of these new templates and some special configuration requirements you must make in order to use them. See Conversation Rules Templates Guide.
Genesys Rules Authoring Tool
- Support for Wildcards in Decision Tables—You can now use a wildcard symbol (*) in row data in a decision table. For more information see Deployment Guide topics:
- Online Help files for GRAT are now in the cloud. Previously, a WebHelp module was supplied with the installation package. Now, XML files are delivered by default via the docs.genesys.com website. One new configuration option controls the default URL of the Help content for customers who require locally hosted Help content. Another new configuration allows users to specify whether to revert to the previous version of localized embedded WebHelp where a current translated version is not available in the cloud. See:
- GRAT Configuration Options (Deployment Guide)
- Localization Support—Localization for Genesys Rules Authoring Tool is now available for the following languages starting at release 8.5.001.13:
- French
- German
- Portuguese (Brazilian)
- Spanish (Latin American)
- Chinese (Simplified)
Genesys Rules Engine
- Business Context Management Service (BCMS) functionality—Most of the functionality of BCMS has been ported from intelligent Workload Distribution (iWD) to the Genesys Rules Engine (GRE). See:
- New in Release 8.5.001 (Deployment Guide)
Genesys Rules Development Tool
- This release ships with GRDT release 8.1.4.
8.5.000.11
Genesys Rules System
- Java runtime changes—GRAT and GRE require the Java JDK during installation, but no longer require it once they are deployed and running in an application server such as Tomcat, JBOSS or IBM WebSphere.
- Support for Internet Explorer 10 and 11.
- Removal of support for Oracle 10g.
- Removal of support for Internet Explorer 7.
Genesys Rules Authoring Tool
- Deployment Enhancements—More details are now available to the user when deploying to a cluster. These details show the deployment status and deployment times of each node in the cluster.
- Decision Table Enhancements—Users can now easily reorder the rows within a decision table. A new configuration option allows the administrator to set the order of evaluation (top to bottom or bottom to top).
- Repository Performance Enhancement for Oracle 11 users—For Oracle users, a performance enhancement is available that is enabled only when you create a new database repository when initially installing or migrating to 8.5.0.
- Single Sign-On—GRAT now participates in the Genesys Single Sign-On (SSO) framework where deployment takes place to a Genesys Engage cloud SSO environment. When GRAT is deployed into this environment, GRAT users will log in once to the portal. If they choose GRAT, they will bypass the GRAT login screen if they are still authenticated. Note that this feature does not apply for Genesys on-premise customers deploying GRS.
Genesys Rules Engine
- Operational Parameter Performance Enhancements—A new caching mechanism is in place to enable better performance when using operational parameters within rules. Three new configuration options control this functionality.
Genesys Rules Development Tool
- GRS 8.5.0 is initially shipped with the 8.1.4 release of GRDT.
[+] New in Release 8.5.1
The following new features were added in the 8.5.1 release:
8.5.100.21
Genesys Rules Authoring Tool
- Automatic Protocol Detection Override—You can use the deploy-method configuration option to override the automatic detection of the protocol that is used to construct the "callback" URL used by GRE to fetch the DRL. MORE
- Enable/Disable Nested Solutions—You can now choose to enable or disable the Nested Solutions Business Hierarchy functionality by using the enable-nested-solutions configuration option. Disabling this feature is recommended for iWD users. MORE
- Localization support—Support for the French Canadian (FRC) language is implemented in this release.
Genesys Rules Engine
- Setting Department from Process Properties—Based on properties of the Process GRE can determine the relevant Department. Configuration option iWD-set-department-from-process with value true enables GRE make this determination and so to run rules created for Department and Process, if Department is not specified elsewhere. CONFIGURATION OPTIONS
Genesys Rules Development Tool
- No changes
8.5.100.18
Genesys Rules System
- Additional Platform Support
- Java 7
- Windows 2012
- Red Hat Enterprise Linux 7 64-bit native
- Discontinued Platform Support
- Java 6
- Windows 2003
- Additional database support
- Oracle 12c
- MS SQL Server 2012
- PostGRESQL 9.4
Genesys Rules Authoring Tool
- Support for Conversation Manager Templates in Test Scenarios—Support for rule test scenarios is extended to include scenarios for rules based on the Conversation Rules template.
FULL DESCRIPTION (Best Practice/User Guide) - Test Scenario Enhancement—Test scenario results can now show details of how individual rule conditions were evaluated, enabling much more detailed debugging during rule development. Before the 8.5.1 release, only the result of rules that fired were returned to the REST client that made the rule evaluation request. Now, details of the rule execution log can be displayed when the GRE include-rule-evaluation-detail-in-response option (introduced in 8.5.001) is set to value true. Details include rules that fired, and other log-level data. [+] SHOW RULE EXECUTION LOG
- Nested Solution Business Hierarchy—You can now add a new Rule Package at any node in the business hierarchy (a nested solution), rather than just at the first level.
FULL DESCRIPTION (Best Practice/User Guide) - Enhanced cross-browser security features—Browser security has been improved to eliminate cross-site request forgery.
Genesys Rules Engine
- Unloading from memory of unused packages—If a rule package is not used for a period of time defined in configuration option unload-inactive-package-timeout, it is now automatically unloaded from memory. If a request for a rule package is received after it has been unloaded, it will automatically be loaded into memory again and the timer will start again. MORE DETAILS (Deployment Guide).
- Setting Department from Process Properties—Based on properties of the Process GRE can determine the relevant Department. Configuration option iWD-set-department-from-process with value true enables GRE make this determination and so to run rules created for Department and Process, if Department is not specified elsewhere.
Genesys Rules Development Tool
- GRS 8.5.1 ships with GRDT release 8.1.4.
[+] New in Release 8.5.3
The following new features were added in the 8.5.3 release:
New in 8.5.303
Genesys Rules System
- Application Server Support—Tomcat 8 and 8.5 are supported in this release of GRS.
Genesys Rules Authoring Tool
- Support for Undeploying Rules Packages—A new Undeploy button has been added to the Outstanding Deployments dialog for users with the PACKAGE_UNDEPLOY role privilege. Such users can now select a target GRE or cluster and undeploy a package from that location/cluster. MORE DETAILS
- Automated Snapshots on Deployment—GRAT can now be configured to take snapshots automatically at deployment. In the Deploy and Schedule Deployment dialogs, a Create snapshot to deploy check box is now displayed for the LATEST version only of a rules package. MORE DETAILS
- Package History Improvements—Several improvements are implemented in the Package History. MORE DETAILS
- Support for Database Connection Monitor—GRAT now detects any loss of connectivity to the repository database and reports the issue in status.jsp for load balancers. MORE DETAILS
Genesys Rules Engine
- Memory Monitor Enhancements—The maximum threshold at which the garbage collection job—gc()—is triggered has increased to 99 from 80. The minimum has decreased from 5 to 1. In addition, two new configuration options—enable-memory-monitor-over-threshold-memory-cleanup and enable-memory-monitor-update-status—control how the Memory Monitor operates. MORE DETAILS
- Logging Improvements—Logging of the details of cluster configurations has been streamlined.
Genesys Rules Development Tool
- This release ships with GRDT release 8.1.4.
New in 8.5.302
Genesys Rules System
- Database Support Changes
- Support for Oracle 12c RAC is implemented.
- Support for all variants of DB2 is discontinued.
- New Business Calendar template sample—A sample template, rule package, and some test scenarios are added to the samples directory. A new section is added to the Best Practice Guide to explain the new template.
Genesys Rules Authoring Tool
- Support for Role-Based Access Control at the rules package level—See New Features in the Deployment Guide.
- Support for deployment to Genesys Web Engagement server clusters—See New Features in the Deployment Guide.
- Streamlining of GRAT node removal—Removing a node from a GRAT cluster has been streamlined to avoid manual database interventions. The removal and database clean-up processes are now automated and controlled by new configuration options. See New Features in the Deployment Guide.
Genesys Rules Development Tool
- This release ships with GRDT release 8.1.4.
New in 8.5.301
Genesys Rules Authoring Tool
- Using GRAT Clusters for High Availability and Load Balancing—In release 8.5.301, you can now configure clusters of GRAT servers which deliver much greater resilience and availability, enabling instant "switchovers" between GRAT nodes that are members of the cluster.
- For High Availability, you can configure a cluster to use one GRAT server as primary and another as a secondary/backup hot standby server. A load balancer could be configured to send all traffic to the primary server. The hot standby instance would periodically poll the journal table and keep its cache/index files synchronized. In the event of a failure (or planned maintenance) of the primary GRAT server, the load balancer would switch and send traffic to the hot standby secondary/backup GRAT server.
- For Load Balancing, a load balancer could evenly distribute the load across the available GRAT nodes, or could distribute the load based on other criteria, such as geographic location of the browser.
- See New Features in the Deployment Guide.
Genesys Rules Development Tool
- This release ships with GRDT release 8.1.4.
New in 8.5.3
Genesys Rules System
- Support for Java 8 is implemented and mandatory for GRAT and GRE in this release.
- Support for RHEL 5 32-bit is discontinued in this release.
- Support for JBOSS 7.x is discontinued in this release.
Genesys Rules Authoring Tool
- A/B/C Split Testing—A/B/C Split Testing allows you to compare the business outcomes of alternative rule scenarios before rolling out significant changes to the way you make your business decisions. With Split Testing you can make, test and review changes incrementally to test their effects before committing to a particular change set. See New Features in the Deployment Guide for full information.
- Enhanced Rule Locking/Unlocking—Further enhancements are made in this release to record locking/unlocking, as follows:
- If a rule, calendar or test scenario are locked, a new mouseover tooltip over the ID column shows who has locked the rule.
- Users/administrators with the new OVERRIDE_LOCKS permission can unlock rules locked by other users.
- The unlock feature is also applied to Business Calendars as a new drop-down. The behavior is the same as for rules—a user can lock/unlock their own calendar, and users/administrators with OVERRIDE_LOCKS permission can override such locks.
Genesys Rules Engine
- A/B/C Split Testing as for GRAT.
- Platform support changes as for GRAT.
Genesys Rules Development Tool
- This release ships with GRDT release 8.1.4.
[+] New in Release 8.5.2
The following new features were added in the 8.5.2 release:
8.5.200
Genesys Rules Authoring Tool
- Rule Authoring REST API—In this release, API functions to manage Rule Packages, Rules, Business Calendars, Snapshots and Deployment are provided. Applications or custom user interfaces (which can run in parallel to or instead of the Genesys Rules Authoring Tool web application) can use this API to perform rule authoring and deployment. Please read the GRS REST API reference document for full information.
- Support for Safari 8.x browsers
- Support for business calendars for rules based on the Complex Event Processing (CEP) template. See New in Release 8.5.2.
Genesys Rules Engine
- GRE Clustering Improvements—Several improvements have been implemented in the way GRE clusters are created and configured, in order to enable partial deployments and auto-synchronization of rules packages across a cluster. See New in Release 8.5.2.
- Support for Clustering for IBM Websphere—Multiple cluster nodes can now run on the same machine under the control of the same cluster manager. This architecture can be used to scale up web applications. See New in Release 8.5.2.
Genesys Configuration Server
- Additional configuration object—A GRE-specific "smart" application cluster—Genesys_Rules_Engine_Application_Cluster—can now handle node disconnections and node failures, and also the addition of new nodes to the cluster. See New in Release 8.5.2
Genesys Rules Development Tool
- Genesys Rules Development Tool ships at release 8.1.4 with this release of GRS.
Genesys Rules System 8.5.x Readme
[+] Additional ResourcesGenesys Customer Care links:
Licensing:
- Genesys Licensing Guide
- Licensing section of the Genesys Migration Guide
Information on supported hardware and third-party software is here:
[+] Read the Legal Notices
Copyright
All Genesys software is © Copyright 2011–2016 Genesys Cloud Services, Inc. All rights reserved.
Complete information about Genesys proprietary intellectual property, including copyrights, can be found here.
Trademarks
Genesys and the Genesys logo are registered trademarks of Genesys Cloud Services, Inc. in the U.S.A. and other countries. Complete information about Genesys proprietary intellectual property, including all trademarks, can be found here.
All other trademarks are the property of their respective owners.
Third Party Software
Genesys follows applicable third-party redistribution policies to the extent that Genesys solutions utilize third-party functionality. Please contact your customer care representative if you have any questions.
NOTICE OF RESTRICTED RIGHTS FOR ORACLE PRODUCTS LICENSED TO THE US GOVERNMENT Oracle Programs delivered to the United States government subject to the DOD FAR Supplement are 'commercial computer software' and use, duplication, and disclosure of the programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable license agreement therefor. Otherwise, Oracle programs delivered subject to the Federal Acquisition Regulations are 'restricted computer software' and use, duplication, and disclosure of the programs, including documentation, shall be subject to the restrictions in FAR 52.227-19, Commercial Computer Software-Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.
Genesys Rules System 8.5.x Product Alerts
The following information applies to Genesys 8.5.x software and is important for you to note.
[+] Show Product AlertsWarning: Genesys Web Engagement (GWE) libraries that are included in GRAT still use versions of Jackson that contain a deserialization vulnerability discovered in Jackson 2.9.2 and this can cause problems when deploying rules to the GWE engine. So, only when GRAT is used in conjunction with GWE, customers should revert to GRAT version 8.5.303.14.
Helpful Links
Release Notes
CD Readme
Release Advisory
READ: New in 8.1 Releases | Readme
Current documentation set for Genesys Rules System 8.1
Deployment Guide Use this document to deploy Genesys Rules System and enable its features.
Authoring Tool 8.1 Help Use this downloadable Help file to review how to use the Rules Authoring Tool user interface.
Development Tool 8.1 Help Use this downloadable Help file to review how to use the GRDT user interface.
{{{prodlong}}} 8.1 Release Information
Click below to see New in This Release and Readme information for 8.1 releases.
[+] Show release informationNew in 8.1.x Releases
[+] New in Release 8.1.4The following new features were added in the 8.1.4 release:
Genesys Rules System
- Support for Google Chrome browser
Genesys Rules Authoring Tool
- Enhancements to rule package deployment to improve speed, interactivity, and to detect duplication
- New Check My Permissions page
- Enhancements to database configuration procedures and additional security
Genesys Rules Development Tool
No functional changes
[+] New in Release 8.1.3
The following new features were added in the 8.1.3 release:
Genesys Rules System
- Support for DROOLS 5.5
- Support for additional servlet engines/application servers
- Support for client applications to pass Facts contained in a JSON object without having to map each field to the Fact model explicitly.
Genesys Rules Authoring Tool
- New Package Snapshot feature, enabling the creation of snapshots that freeze permanently all package components (rule and non-rule) in specific user-selectable versions
- Enhanced template selection options on the General Package screen
- A new Package History tab, displaying audit trail and history at both tenant and package level
- Enhanced test scenario results, enabling comparison of expected versus actual results
Genesys Rules Development Tool
- Enhanced template publishing wizard, including support for adding publish comments to templates to inform rules authors about changes to template versions
[+] New in Release 8.1.2
The following new features were added in the 8.1.2 release:
Genesys Rules System
- Enhancements to performance under load.
- Support for Genesys Transfer Layer Security and FIPS protocols via Genesys PSDK.
Genesys Rules Authoring Tool
- Support for creation of automated test scenarios which can be used to test rule behavior with different sets of input data prior to deploying the rules.
- Support for either Complex Event Processing (CEP) or Stateless information for templates and packages. Note: CEP support is implemented in anticipation of the Genesys Web Engagement (GWE) product, and requires the presence of GWE in order to function.
- Support for forced password change, where applicable to the application.
- Support for mapping multiple instances of a rule parameter to a single parameter definition.
- Support for duplicate template names in different tenants.
- Support for single-click grid editing.
- Support for resizing columns in a linear rule grid.
Genesys Rules Development Tool
- Support for multi-line actions and conditions.
- Option to choose either Complex Event Processing (CEP) or Stateless information during template creation. Note: CEP support is implemented in anticipation of the Genesys Web Engagement (GWE) product, and requires the presence of GWE in order to function.
- Support for additional Event-type facts during template creation.
[+] New in Release 8.1.1
The following new features were added in the 8.1.1 release:
Genesys Rules System
- 8.1 Intelligent Workload Distribution (iWD) integration; the integration works as follows:
- Business rule templates are created in the Genesys Rules Development Tool, and are published to a rules repository.
- Users then incorporate business rule templates into a rule package through the Genesys Rules Authoring Tool.
- Users create and modify rules within a rule package and deploy the rule package to the Genesys Rules Engine.
- At this point, client applications, such as the IWD business process (IWDBP), make requests to the Genesys Rules Engine to have rules in the rule package evaluated at various decision points in a task’s lifecycle.
Genesys Rules Authoring Tool
- Includes enhanced rule search functionality that includes the ability to find a rule condition or action by parameter name.
- Provides a business user with a tooltip that describes the constraint that the user must adhere to for string parameters. In the Genesys Rules Development Tool, a rule developer is given the ability to specify tooltip text that will display for a given parameter to the business user.
- Enables a business user to view the name of the rule template from which each condition and action is derived.
- The tool's Explorer Tree now displays a visual indication when there are rules that have changed in the package but have not yet been deployed.
- Allows a user to import and export all rules within a package, to facilitate troubleshooting and lab deployment efficiency.
- Now includes a Genesys Workforce Management integration that enables the business user to select a value for use in a rule action that is dynamically retrieved from a list of Multi-site Activities and Activities on the Genesys WFM server.
Genesys Rules Development Tool
When configuring a database rule parameter, the Genesys Rules Development Tool provides the ability for the rule developer to configure two database columns from which the parameter name and label will be retrieved.
[+] New in Release 8.1.0
The following new features were added in the 8.1.0 release:
Genesys Rules Development Tool
The first release of the Genesys Rules Development Tool, an Eclipse plug-in that can be installed inside Genesys Composer or in a standalone version of the Eclipse platform. This initial release provides:
- Editors for rule facts, conditions, actions, enumerations, and functions.
- Authentication of the user with the Genesys Configuration Server to control access to Genesys configuration objects (for example, agent groups or skills) that may be referenced in rule templates.
- Ability for a user to reserve a rule template so that no other users can modify it simultaneously.
- Role-based access control, using permissions defined in the Genesys Configuration Layer, to determine what parts of the application can be accessed by the user when creating and modifying templates. Role-based access control requires Configuration Server 8.0.2 or higher, and Genesys Administrator 8.0.2 or higher.
Genesys Rules Authoring Tool
The first release of the Genesys Rules Authoring Tool, a browser-based user interface primarily used by business analysts to create and edit business rules. This initial release includes:
- Support for both decision tables and linear rules.
- On-demand and scheduled deployment of rule packages, to the Genesys Rules Engine.
- Version history of rules, allowing the user to revert a rule package with a previous version of a rule.
- Audit trail of rule deployment history.
- Creation and editing of business calendars that define the working hours and holidays for the business.
- Role-based access control, using permissions defined in the Genesys Configuration Layer, to determine what parts of the application can be accessed by the user. Role-based access control requires Configuration Server 8.0.2 or higher, and Genesys Administrator 8.0.2 or higher.
- Search capabilities to find instances of rules that match a specific Rule ID, that include specific words in the rule name, that were last modified by a specific user, that contain a certain business calendar, or that were created within a specific date range.
- Import and export of linear rules (in XML format).
- Import and export of decision tables (in XML and XLS formats).
- The centralized, and versioned, repository that manages rules and templates.
Genesys Rules Engine
The first release of the Genesys Rules Engine, a rules evaluation component that runs inside a customer-provided application server. This initial release:
- Hosts rule packages that are deployed by users through the Rules Authoring Tool.
- Evaluates rules based on requests from client applications.
Genesys Rules System 8.1.x Readme
[+] Additional ResourcesGenesys Customer Care links:
Licensing:
- Genesys Licensing Guide
- Licensing section of the Genesys Migration Guide
Information on supported hardware and third-party software is here:
[+] Read the Legal Notices
Copyright
All Genesys software is © Copyright 2011–2014 Genesys Cloud Services, Inc. All rights reserved.
Complete information about Genesys proprietary intellectual property, including copyrights, can be found here.
Trademarks
Genesys and the Genesys logo are registered trademarks of Genesys Cloud Services, Inc. in the U.S.A. and other countries. Complete information about Genesys proprietary intellectual property, including all trademarks, can be found here.
All other trademarks are the property of their respective owners.
Third Party Software
Genesys follows applicable third-party redistribution policies to the extent that Genesys solutions utilize third-party functionality. Please contact your customer care representative if you have any questions. The following list describes specific third-party code and functionality for this product:
NOTICE OF RESTRICTED RIGHTS FOR ORACLE PRODUCTS LICENSED TO THE US GOVERNMENT Oracle Programs delivered to the United States government subject to the DOD FAR Supplement are 'commercial computer software' and use, duplication, and disclosure of the programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable license agreement therefor. Otherwise, Oracle programs delivered subject to the Federal Acquisition Regulations are 'restricted computer software' and use, duplication, and disclosure of the programs, including documentation, shall be subject to the restrictions in FAR 52.227-19, Commercial Computer Software-Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.