Siebel 8.

0 Essentials

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Module 45: Invoking Siebel Assignment Manager

Module Objectives
To enable your Siebel environment to support dynamic assignment

management To learn the modes in which Assignment Manager can be invoked

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Operating Modes
Assignment Manager is invoked in three modes: Batch Assignment Dynamic Assignment Interactive Assignment

All modes require that the Assignment Manager component group

be enabled Assignment Manager can be invoked using:

Server administration views Command-line interface to run server component jobs

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Batch Assignment

To assign multiple records in a single batch or reassign objects using the new assignment rules Is implemented via a server task
BatchAsgn server component is used

Business scenarios:
Change assignment rules and reassign existing objects that are already assigned Sales region or territory realignment Existing assignments are inaccurate After a batch data load

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Dynamic Assignment
Automatically invokes Assignment Manager to assign data in near real

time as records are created or modified Business scenarios:

Whenever a service request is created, assign it to a service agent with the appropriate product skill Whenever an opportunity is created, assign it to the sales representative who handles that territory
Is implemented using:

Assignment policies Generate Triggers Workflow Monitor Agent Assignment Manager

Is similar to workflow policies

Both execute asynchronously on the server

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Assignment Policies
Are specialized workflow policies used for dynamic assignment Specify which objects are to be assigned To enable dynamic assignment for an assignment object, assignment

policy for that object needs to be activated. Are expired by default

Navigate to Site Map > Administration Assignment > Assignment Policies Remove the expiration date to activate policies

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Generate Triggers
Is a server task that creates database triggers Builds triggers for all active assignment policies Must be run After creating or modifying Assignment Object, Assignment Attribute, or Assignment Criteria object type After policies are activated Installing or upgrading the Siebel Server

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Workflow Monitor Agent

WorkMon server component needs to be running

Monitors the S_ESCL_REQ table. Database triggers, when fired, create records in the S_ESCL_REQ table. Reads these new records and processes requests for Assignment Manager policies. Affected objects are then dynamically assigned.
Start Workflow Monitor Agent and specify:

Group Name (the group of assignment policies you activated) Sleep Time (interval in seconds between iterations)
Follow steps used in enabling workflow policies

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Assignment Manager
Is invoked by Workflow Monitor Agent Assignment Manager server component must be online Performs the assignment of data to candidates

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Dynamic Assignment Process Flow

Is similar to the flow for workflow policies

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Interactive Assignment
Allows end users to make real-time assignments. End users can review a list of potential assignees generated

Select and confirm, or override the assignment from the generated potential candidate list
The Activity and Service Request assignment objects are predefined to

use interactive assignment Business scenarios:

A customer service representative receives a call and creates a new service request, then clicks Assign to find the right person to work on that service request A field service supervisor wants to find the right person to work on a repair activity, and uses Interactive Assignment to obtain a list of people with the right skills to perform the repair

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Interactive Assignment
Implemented via user interaction and tasks on server

User makes assignment from a generated list of candidates

Verify that Assignment Manager is online and Server Request Broker

is running
1. Select the object that needs to be assigned

2. Click Assign

3. Select the employee and click Assign

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Requirements for Interactive Assignment

Verify that Assignment Manager is online and Server Request Broker is

running

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Module Highlights
Assignment Manager is invoked in three modes

Batch Assignment: Is used to submit batches of data for one-time assignment or reassignment Dynamic Assignment: Is used to assign data in near real time as records are created or modified Interactive Assignment: Is used to assign candidates in real time

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