Deploying system match rules for the i2 Connect gateway only

In a deployment of i2 Analyze that includes only the i2 Connect gateway, the system match rules identify matches between records from external sources and those that are already on a chart. There is no match index, and as a consequence the procedure for deploying system match rules is different from systems with an Information Store.

Before you begin

Ensure that i2 Analyze is started, and that you can connect to the deployment by using Analyst's Notebook.

Also, to reload the server through the reload endpoint, ensure that you have a command-line tool such as postman or curl, and a user that has the i2:Administrator command access control permission.

Note: For more information about using the admin endpoints, see Using the admin endpoints.

About this task

In your configuration development environment, use Analyst's Notebook to create your match rules, which are saved to an XML file that you can move to the i2 Analyze server. (The match rules files that Analyst's Notebook creates are compatible with both Find Matching Records and system matching, but i2 recommends that you configure the features separately.)

Procedure

Connect to your server in Analyst's Notebook to load the i2 Analyze schema, and then create your match rules. For more information about how to create match rules, see Find matching records in the Analyst's Notebook documentation. After you create your rules, Analyst's Notebook saves a file named local-fmr-match-rules.xml to the %localappdata%\i2\i2 Analyst's Notebook Premium\Match Rules\<data_source_id> directory on the local workstation. The file is saved in the directory that was modified most recently.

Next, you must place the match rules file on the i2 Analyze server and update the deployment with your changes.

Move the local-fmr-match-rules.xml file to the toolkit\configuration\live directory in the i2 Analyze deployment toolkit.
Delete the system-match-rules.xml file from the toolkit\configuration\live directory.
Rename local-fmr-match-rules.xml to system-match-rules.xml.

Update the deployment with your changes.

The following method deploys your changes without stopping the server by using a POST request to a REST endpoint.

To redeploy your changes by using the deployment toolkit only, see Redeploying Liberty. You must deploy your changes by using the deployment toolkit if you are in a deployment with high availability or you are deploying in your production environment.

In a command prompt, navigate to the toolkit\scripts directory.
Update the configuration on the server:
```
setup -t updateLiveConfiguration
```
The updateLiveConfiguration toolkit task updates server with every file in the toolkit\configuration\live directory.
Update the running application by using the reload endpoint:
```
curl -i --cookie-jar cookie.txt -d j_username=user_name
                                -d j_password=password
                                http://host_name/context_root/j_security_check

curl -i --cookie cookie.txt -X POST http://host_name/context_root/api/v1/admin/config/reload
```
To reload the server like this, ensure that you can use the admin endpoints. For more information, see Using the admin endpoints.
Warning: The reload method updates the configuration without requiring a server restart, but any logged-in users are logged out from i2 Analyze when you run it.

What to do next

Connect to the deployment again and test your system rules with representative data to ensure that they meet your requirements. In Analyst's Notebook, you must log out and log in again to see your changes.

If you want to modify the system rules again without using Analyst's Notebook, you can modify the file in an XML editor. For more information about the structure of the match rules file, see Match rules syntax.