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Workload Factory for NetApp Console

Manage custom rules for Workload Factory in NetApp Console

Contributors netapp-rlithman netapp-sineadd

The Rules catalog is one place to manage all your custom rules. You can review rule details, edit rules, check results, and control whether rules run on a schedule.

View the Rules catalog

The Rules catalog shows all the rules you created, their status, schedule, and latest results.

Steps
  1. Log in using one of the console experiences.

  2. Select the menu The hamburger menu icon and then select Rule builder.

  3. Click View your rules to open the Rules catalog.

View rule results

The results show which resources follow your rule and which do not.

Steps
  1. In the Rules catalog, click the rule you want to review.

  2. Select the All runs results tab.

  3. Select View details to see the results for each run.

If the check failed for some items, read the error message to see why. Common reasons are connection problems, missing permissions, or a link that hasn't been set up.

Edit a custom rule

You can rename a rule at any time. You can also edit a rule's description, resource type, schedule, severity, condition logic, evaluation scope, and remediation guidance.

You can rename a rule from the Rules catalog or from the rule details card. To edit any other rule setting, start from the Rules catalog.

Steps
  1. In the Rules catalog, click the rule you want to edit.

  2. Do one of the following:

    • To rename the rule, update the rule name from the catalog or the rule details card.

    • To edit other rule settings, click Edit.

      The rule opens in chat mode with its full history.

  3. Ask for the changes you want to make, or update the request in chat.

    If creating the rule failed earlier, you can continue from that rule and update your request in the chat.

  4. Review the updated explanation and summary of changes.

    The system shows what changed from the current rule before you save it.

  5. If the rule is in draft mode, select Validate rule to test the updated logic.

  6. Do one of the following:

    • To keep the changes, click Save to replace the current rule. If you changed the schedule, save the updated schedule. If you did not change the schedule, it will stay the same.

    • To discard the changes, click Discard changes. The rule returns to its previous version and exits edit mode.

While you edit a rule, the rule appears as Editing for you. Other users still see the current scheduled rule, and scheduled runs continue normally until you save the changes.

Pause a rule

Pause a rule to stop evaluations without deleting the rule. Paused rules stay in the catalog and can be restarted at any time.

Steps
  1. In the Rules catalog, click the rule you want to pause.

  2. Do one of the following:

    • To pause a scheduled rule, click Pause, then confirm. The rule stops running on its schedule.

    • To resume a paused rule, click Resume, then confirm. The rule resumes regular evaluations.

Delete a custom rule

Delete a rule permanently when you no longer need it. This action cannot be undone.

Steps
  1. In the rule catalog, click the rule you want to delete.

  2. Click Delete.

  3. Confirm that you want to permanently delete the rule.

Result

The rule is removed from the catalog. All evaluation history is deleted.

Run a quick test

Run a quick test at any time to check current compliance without waiting for the next scheduled run.

Steps
  1. In the Rules catalog, click the rule you want to evaluate.

  2. Click Validate.

    The system evaluates all resources in scope against the rule logic.

  3. Review the results to see current compliance status.

Tests are audited and appear in the rule's evaluation history.