Managing Rules

Document created by catherine.racette on Mar 16, 2017Last modified by catherine.racette on Mar 16, 2017
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Once Rules are created, you can modify, copy, or delete. Use the guidelines below to manage the your set of rules.

Modifying Rules

Single Rule

  1. Search for the rule or use filters to locate a rule.
  2. Select the check box next to the rule you want to modify.
  3. Click Edit and make modifications. Refer to the Rules documentation for descriptions of rule details.
  4. Click Save.

Multiple Rules

  1. Search for the rule or use filters to locate a rule.
  2. Select the type of rule in the Type drop-down filter to enable the Edit Multiple button.

This step is required to enable the ability to modify multiple rules at once. This prevents the attempt to modify different types of rules simultaneously.

 
  1. Select the check boxes corresponding to the rules you want to modify.
  2. Click Edit Multiple
  3. Specify the appropriate information using the guidelines below. (Fields will vary based on the selected rule type.)

Status

Select this check box if you want to modify the status for all the selected rules. Click the status button to select the one of the following status values:

  • Inactive - Indicates that the rules will be disabled in the system.
  • Active - Indicates that the rules will be enabled in the system so that it can be used for the bidding process.

Inactive Reason

This field is displayed only when the Status field is set to Inactive.

 

Select the reason for disabling the rules:

  • Completed - Indicates that the rules have completed their cycle.
  • Paused - Indicates that the rules have been paused to stop their execution.

Start

  • Select this check box if you want to modify the time interval during which the rules need to be executed.
  • Select the new start date from which these rules will be applicable.

End

This field is enabled only when the Start check box has been selected.

 
  • Select the new end date until which these rules will be applicable.

Ongoing

Selecting this check box disables the End field mentioned above.

 
  • Select this check box if these rules should be never-ending, i.e., without any end date.

Days of the Week

Select this check box if you want to modify the days on which these rules should be applicable. Select the buttons for the days that you want to select. A grayish button indicates that this rule is not enabled for that day and a bluish button indicates that the rule is enabled for that day.

Dayparting

Select this check box if you want to modify the time interval of the day during which these rules will be applicable.

By default, both the sliders are placed at the extreme ends denoting all the 24 hours of the day. To select a specific start time, move the first slider to that time. To select a specific end time, move the second slider to that time.

 

Price Floor Options

  • Floor Value: Select this check box if you want to modify the floor amount for all the selected rules. Specify the floor amount below which a bid from the demand sources configured in these rules will not be accepted by the system.
  • Priority: Select this check box if you want to modify the priority for all the selected rules. Select the priority from the drop-down list at which the bids from the demand sources configured in these rules should be considered in the bidding process.

In this field, "1" has the highest priority and "16" has the lowest priority.

 
  • Fixed Price: Select this check box if you want to modify the fixed price setting for all the selected rules. Select whether the amount of the winning bid from the demand sources configured in these rules should be fixed or not.
    • Yes - Indicates that the amount of the winning bid should be fixed, that is, the actual amount of the winning bid will be considered for the revenue calculation.
    • No - Indicates that the amount of the winning bid will not be considered; instead the amount of the second highest bid or the floor value, whichever is higher, will be considered for the revenue calculation.

Save Changes

  1. Click Save to save the modified settings.
  2. Verify the changes and click Yes to confirm the updated settings.

Copying an Existing Rule

If you want to create a rule that has similar settings as an existing rule, make a copy of a rule to save time and effort.

  1. Search for the rule or use filters to locate a rule.
  2. Select the check box next to the rule you want to modify.
  3. Click Copy.
  4. Make modifications. Refer to the Rules documentation for descriptions of rule details.

Since the new rule cannot have the same name as the existing rule, the rule name of the existing rule is not copied to the new rule. Specify the new rule's name in the Rule Name text box.

Deleting a Rule

  1. Search for the rule or use filters to locate a rule.
  2. Select the check box next to the rule you want to delete.
  3. Click Delete and click OK to confirm when prompted.

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