Bookshelf v7.5: Revision History

Table 1. Changes Made in Version 7.5, Rev. B
Topic	Revision
Individuals	Corrected information in Table 3.
Assignment Rule Groups	Added information about how to use rule groups.
Assignment Rule Sequencing	Corrected topic content.
Server Key Maps	Corrected topic content and added more information about the server key mapping feature.
Assignment Criteria	Added last sentence to comments for the Include inclusion method in Table 7.
Nonrequired Assignment Criteria	Added for Windows NT to the procedure heading and replaced step 8.
Workload Criteria	Added the All Organizations flag to the first note.
Assignment Logic and Scoring	Changed title to include Scoring.
Assignment Methodology	Added note to Step 3.
Assignment Operation Modes	Removed parenthetical text from the Contact Denormalization and Product Denormalization bulleted items. Added second paragraph (following bullets).
Creating Assignment Objects	Added tip to Step 2.
Configuring Assignment Objects for Availability-Based Assignment	Added content to the Calendar Create Activity value in Step 4 of the To configure Availability-based Assignment for an assignment object procedure.
Creating Assignment Rules	In Table 17: Added a footnote for the Activation and Expiration fields. Added to the descriptions for All Organizations and All People fields. Added note to the Minimum Score field description.
Creating Assignment Rule Groups	In Table 18: Added a footnote for the Activation and Expiration fields. Added Key Based field description.
Adding Employees to Assignment Rules	Added a footnote for the Activation Date/Time and Expiration Date/Time fields in Table 24.
Adding Positions to Assignment Rules	Added a footnote for the Activation Date/Time and Expiration Date/Time fields in Table 25.
Adding Organizations to Assignment Rules	Added a footnote for the Activation Date/Time and Expiration Date/Time fields in Table 26.
Releasing Assignment Rules	Added result to Step 2 and note following that step.
Migrating Assignment Rules	Added topic.
Running Assignment Manager in Interactive Mode	Deleted second and third paragraphs. Deleted Table 29 and note following the table. Reorganized section and added a subtopic.
Running Assignment Manager in Batch Mode	Corrected Step 3d.
Assigning Child Accounts Based on Parent's Primary Address	Corrected title of topic. Reinstated missing information for Step 7.
Reassigning Accounts to a Different Primary Position	Incorporated last three paragraphs in topic into the To reassign accounts to a different position procedure.
System Preferences Compatibility	Added Default Organization to the Assignee of Unowned preference in Table 36.
Assignment Object Parameter Usage	Added a paragraph to the usage comments in Table 39 for the following run-time parameters: Default Employee Default Organization Default Position
Set Primary Position	Corrected note in the usage comments for this run-time parameter.
Run-Time Parameter Default Values	In the procedure: Added step 2. Corrected step 4.

Table 2. Changes Made in Rev. A for January 2003 Bookshelf
Topic	Revision
Skills	Added information about predefined skills at beginning of section.
Contact Denormalization	Added next to last paragraph in topic.
Product Denormalization	Removed the following sentence from last paragraph in topic: "You can also configure Assignment Manager to run Batch Assignment in this mode."
Assigning Skills to Employees, Positions, and Organizations	Added this topic. Before version 7.5, Rev. A, was documented in Applications Administration Guide.
To configure interactive assignment for an assignment object	Removed last bullet from Step 4.
Creating Skills and Using Skill Tables	Added this topic.
Creating Workflow Policy Components	Added note after second paragraph.
To define workload criteria for organizations	Rewrote the description for the Required workload criteria field to reflect there are two options.
Adding Employees, Positions, and Organizations to Assignment Rules	Changed all variations of the word assign to add throughout this section.
Adding Positions to Assignment Rules	Removed note about not deleting positions near the end of the section.
Adding Organizations to Assignment Rules	Corrected List name in Step 4. Added third from last paragraph in topic.
Checking the Assignment Manager and Server Request Broker Components	Added note after Step 3.
Running Assignment Manager	Reworded note in second set of bullets to include information about how to automatically refresh skills without restarting the Assignment Manager component.
Checking the Assignment Manager and Server Request Broker Components	Added note at end of topic.
Running Interactive Assignment Using the Command-Line SRVRMGR Utility	Added MaxSkillsAge parameter to table.
Running Workflow Monitor Agents	Added note after first paragraph.
To run Batch Assignment	Reworded caution after Step 8 because of change in functionality.
Running Multiple Instances of Assignment Manager in Batch Mode	Added third paragraph to topic (immediately following bulleted items). Added when not to run batch assignment near end of topic.
Assigning Objects Based on the Primary Address	Added note after first paragraph specific to Siebel Life Sciences.
Reassigning Accounts to a Different Primary Position	Added second sentence to first paragraph.
Stopping Assignment of Organizations for Accounts	Added this topic.
Setting the Lock Assignment Default Value for Activity Assignment Objects	Added this topic.
Assignment Object Parameters	Added note to the description for the Lock Assignment Column parameter.
Activity Object Parameters	Added content after note (before the table).
Assignment Manager Error Messages	Added this appendix.

Revision History

Version 7.5, Rev. B

January 2003 Bookshelf