Assignment Mgr 3xg5y
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Essentials (Siebel 7.7)
Module 48: Deploying Assignment Manager
Module Objectives After completing this module you will be able to: Invoke Assignment Manager
Why you need to know: You need to enable your Siebel environment to Assignment Manager
Module 48: Deploying Assignment Manager
2 of 21
Requirements for Assignment Manager
Enable the Assignment Management component group
Module 48: Deploying Assignment Manager
3 of 21
Three Ways to Invoke Assignment Manager
Batch Assignment Dynamic Assignment Interactive Assignment
Module 48: Deploying Assignment Manager
4 of 21
Batch Assignment
Use to submit batches of objects for one-time assignment or reassignment Implemented via server task Business scenarios Change assignment rules and reassign existing objects that are already assigned Territory realignment Existing assignments are inaccurate
Module 48: Deploying Assignment Manager
5 of 21
Batch Assignment Processing Flow
1. Invoke task
Released Assignment Rules
BATCH ASSIGNMENT
2. Evaluate rules for assignment object
3. Assign candidate(s) to assignment object
Siebel Database
Module 48: Deploying Assignment Manager
6 of 21
Invoking Batch Assignment
Navigate to istration – Server Management > Jobs 1. Create new job and select Batch Assignment
2. Specify Assignment Object
Module 48: Deploying Assignment Manager
3. Start Job
7 of 21
Lock Assignment
Set the Lock Assignment field on a record to prevent it from being considered for assignment by Batch Assignment Prevents selected records from being assigned or reassigned Can also be used for dynamic assignment Lock Assignment check box
Module 48: Deploying Assignment Manager
8 of 21
Dynamic Assignment
Automatically invokes Assignment Manager to assign new or changed objects in real time 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
Module 48: Deploying Assignment Manager
9 of 21
Dynamic Assignment Continued
Is implemented using:
Assignment Policies Generate Triggers Workflow Monitor Agent Assignment Manager
Module 48: Deploying Assignment Manager
10 of 21
Assignment Policies
Specify which objects are to be assigned Are expired by default Navigate to Site Map > istration – Assignment > Assignment Policies Remove the expiration date to activate policies
Module 48: Deploying Assignment Manager
11 of 21
Generate Triggers
Is a server task that creates database triggers Builds triggers for all active Assignment Policies
Must be run after policies are activated Requires a name with privileges to add triggers to the database
Module 48: Deploying Assignment Manager
12 of 21
Workflow Monitor Agent
Start Workflow Monitor Agent and specify: Group Name (the group of Assignment Policies you activated) Sleep Time (interval in seconds between iterations)
Component alias
Module 48: Deploying Assignment Manager
Siebel Server
Parameters
13 of 21
Assignment Manager
Is invoked by Workflow Monitor Agent Assignment Manager server component must be online
Performs the assignment of data to candidates
Module 48: Deploying Assignment Manager
14 of 21
Dynamic Assignment Process Flow Creates Triggers (run once) GENERATE TRIGGERS
1. Create S_ESCL_REQ Siebel Database
2. Trigger writes record 5. Makes assignment
ASSIGNMENT MANAGER
4. Evaluates Assignment Rules Module 48: Deploying Assignment Manager
WORKFLOW MONITOR AGENT 3. Workflow Monitor Agent monitors table for changes and when detected, invokes Assignment Manager 15 of 21
Interactive Assignment
Use to assign candidates in real time Enabled for Service Request and Activity assignment objects
Implemented via interaction and tasks on server makes assignment from a generated list of candidates
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
Module 48: Deploying Assignment Manager
16 of 21
Interactive Assignment Flow 1. Request assignment
Select Assign for Service Request
2. Start Assignment Manager thread ASSIGNMENT MANAGER
SERVER REQUEST BROKER 3. Send ranked list of candidates to 4. selects candidate for assignment
List of candidates for assignment
SERVER REQUEST BROKER
SERVER REQUEST BROKER
5. Send selected candidate
ASSIGNMENT MANAGER
Module 48: Deploying Assignment Manager
Siebel Database
6. Assign candidate 17 of 21
Invoking Interactive Assignment
Make the assignment by selecting from a list of qualified candidates 1. Select the work to be assigned
2. Click Menu and select Assign
Module 48: Deploying Assignment Manager
3. Select employee and click Assign
18 of 21
Requirements for Interactive Assignment
that Assignment Manager is online and Server Request Broker is running
Performs Assignment
Brokers client requests Module 48: Deploying Assignment Manager
19 of 21
Summary This module showed you how to: Invoke Assignment Manager
Module 48: Deploying Assignment Manager
20 of 21
Lab
In the lab you will: Run Dynamic Assignment
Module 48: Deploying Assignment Manager
21 of 21
Module 48: Deploying Assignment Manager
Module Objectives After completing this module you will be able to: Invoke Assignment Manager
Why you need to know: You need to enable your Siebel environment to Assignment Manager
Module 48: Deploying Assignment Manager
2 of 21
Requirements for Assignment Manager
Enable the Assignment Management component group
Module 48: Deploying Assignment Manager
3 of 21
Three Ways to Invoke Assignment Manager
Batch Assignment Dynamic Assignment Interactive Assignment
Module 48: Deploying Assignment Manager
4 of 21
Batch Assignment
Use to submit batches of objects for one-time assignment or reassignment Implemented via server task Business scenarios Change assignment rules and reassign existing objects that are already assigned Territory realignment Existing assignments are inaccurate
Module 48: Deploying Assignment Manager
5 of 21
Batch Assignment Processing Flow
1. Invoke task
Released Assignment Rules
BATCH ASSIGNMENT
2. Evaluate rules for assignment object
3. Assign candidate(s) to assignment object
Siebel Database
Module 48: Deploying Assignment Manager
6 of 21
Invoking Batch Assignment
Navigate to istration – Server Management > Jobs 1. Create new job and select Batch Assignment
2. Specify Assignment Object
Module 48: Deploying Assignment Manager
3. Start Job
7 of 21
Lock Assignment
Set the Lock Assignment field on a record to prevent it from being considered for assignment by Batch Assignment Prevents selected records from being assigned or reassigned Can also be used for dynamic assignment Lock Assignment check box
Module 48: Deploying Assignment Manager
8 of 21
Dynamic Assignment
Automatically invokes Assignment Manager to assign new or changed objects in real time 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
Module 48: Deploying Assignment Manager
9 of 21
Dynamic Assignment Continued
Is implemented using:
Assignment Policies Generate Triggers Workflow Monitor Agent Assignment Manager
Module 48: Deploying Assignment Manager
10 of 21
Assignment Policies
Specify which objects are to be assigned Are expired by default Navigate to Site Map > istration – Assignment > Assignment Policies Remove the expiration date to activate policies
Module 48: Deploying Assignment Manager
11 of 21
Generate Triggers
Is a server task that creates database triggers Builds triggers for all active Assignment Policies
Must be run after policies are activated Requires a name with privileges to add triggers to the database
Module 48: Deploying Assignment Manager
12 of 21
Workflow Monitor Agent
Start Workflow Monitor Agent and specify: Group Name (the group of Assignment Policies you activated) Sleep Time (interval in seconds between iterations)
Component alias
Module 48: Deploying Assignment Manager
Siebel Server
Parameters
13 of 21
Assignment Manager
Is invoked by Workflow Monitor Agent Assignment Manager server component must be online
Performs the assignment of data to candidates
Module 48: Deploying Assignment Manager
14 of 21
Dynamic Assignment Process Flow Creates Triggers (run once) GENERATE TRIGGERS
1. Create S_ESCL_REQ Siebel Database
2. Trigger writes record 5. Makes assignment
ASSIGNMENT MANAGER
4. Evaluates Assignment Rules Module 48: Deploying Assignment Manager
WORKFLOW MONITOR AGENT 3. Workflow Monitor Agent monitors table for changes and when detected, invokes Assignment Manager 15 of 21
Interactive Assignment
Use to assign candidates in real time Enabled for Service Request and Activity assignment objects
Implemented via interaction and tasks on server makes assignment from a generated list of candidates
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
Module 48: Deploying Assignment Manager
16 of 21
Interactive Assignment Flow 1. Request assignment
Select Assign for Service Request
2. Start Assignment Manager thread ASSIGNMENT MANAGER
SERVER REQUEST BROKER 3. Send ranked list of candidates to 4. selects candidate for assignment
List of candidates for assignment
SERVER REQUEST BROKER
SERVER REQUEST BROKER
5. Send selected candidate
ASSIGNMENT MANAGER
Module 48: Deploying Assignment Manager
Siebel Database
6. Assign candidate 17 of 21
Invoking Interactive Assignment
Make the assignment by selecting from a list of qualified candidates 1. Select the work to be assigned
2. Click Menu and select Assign
Module 48: Deploying Assignment Manager
3. Select employee and click Assign
18 of 21
Requirements for Interactive Assignment
that Assignment Manager is online and Server Request Broker is running
Performs Assignment
Brokers client requests Module 48: Deploying Assignment Manager
19 of 21
Summary This module showed you how to: Invoke Assignment Manager
Module 48: Deploying Assignment Manager
20 of 21
Lab
In the lab you will: Run Dynamic Assignment
Module 48: Deploying Assignment Manager
21 of 21
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