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Siebel Assignment Manager Administration Guide > Advanced Siebel Assignment Manager Configuration >
Configuring Siebel Assignment Manager to Use Reporting Tables and Columns
Siebel Assignment Manager provides a special set of tables to which you can write assignment results for what-if analysis. These tables are known as reporting tables, and the environment in which you work with these tables is known as the reporting environment. When you work in the reporting environment, you work in reporting mode. By default, reporting mode is turned off; Assignment Manager does not write to the reporting tables. Using Siebel Tools, you can configure Assignment Manager to use reporting tables and columns (in lieu of actual assignment tables) by defining Assignment Object and Assignment Object Extension object properties. NOTE: You can retrieve reporting mode table data by using native database utilities, such as SQL*Plus, Query Analyzer, and so on. Do not modify or delete this data. Rather, assignment administrators should use the reporting tables to preview the temporary reporting results before executing Assignment Manager in actual production tables.
About Reporting Tables
You can think of the reporting tables as temporary draft tables that allow you to preview the results of Assignment Manager processing to see the changes that are going to be made before committing those changes to the actual database. Reporting allows you to run Assignment Manager multiple times without impacting current assignments. Assignment Manager can write to the reporting tables independently of whether results are written to actual assignment tables or not. The reporting tables are especially useful when you want to filter and operate on a subset of candidates. About Reporting Mode
When merging records in reporting mode, Assignment Manager runs in one of the following modes:
- Snapshot mode. Assignment Manager reads from and writes to the reporting team tables only.
Running in snapshot mode is similar to running in production mode, except that the result tables are different. Assignment Manager stores the results tables in the Assignment Object Extension object in Siebel Tools. In snapshot mode, the reporting team tables store a snapshot of the results.
- Delta mode. Assignment Manager reads from the current actual assignments but writes to the reporting team tables.
In delta mode, Assignment Manager stores the delta as compared with current actual assignments to the reporting tables. Assignment Manager also stores the delta information about whether a particular candidate was added or dropped, as compared with the same account or contact in actual assignments. You can later use this information to run reports.
NOTE: The values in the Assignment Object Extension object properties determine what columns are used to determine which candidates were added or dropped, which tables to use for reporting, which column to use as the key column, and which columns to use as the position, employee, or organization column.
Reporting mode is supported in default mode, that is, when Assignment Manager operates on one rule group at a time. To configure an assignment object to use reporting tables and columns
- Start Siebel Tools.
- In the Object Explorer, expand Workflow Policy Object, and in the Workflow Policy Objects list, query for the object for which you want to enable reporting tables and columns.
TIP: If Workflow Policy Object is not visible in the Object Explorer, you can enable it by selecting View, then Options, then Object Explorer in the Development Tools Options dialog box.
- Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).
The pencil icon appears in the W field to indicate the project for the object is locked.
- In the Object Explorer, select Assignment Object Extension.
- In the Assignment Object Extensions list, choose Edit, then New Record, and then click in the available fields to enter relevant information.
Table 54 shows some of the properties of the Assignment Object Extension object type. NOTE: There are no predefined Siebel tables for the Position Reporting, Org Reporting, and Employee Reporting properties listed in Table 54. Customers must decide which tables to use, and create them manually.
Table 54. Properties of Assignment Object Extension
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Name |
The name of the assignment object extension. This name should always match the assignment object name. |
Inactive |
Indicates if the object extension is active or inactive. By default, this is set to FALSE. |
Position Reporting Table |
The name of the position reporting intersection table. If the assignment object can be assigned to multiple positions, this intersection table stores the set of position IDs that are assigned to the assignment object IDs. |
Position Reporting Column |
The name of the column in the position reporting intersection table that points to rows in the S_POSTN position table. Required if Position Table property is non-NULL. |
Position Reporting Insertion Column |
This column marks the positions that are added to the team. Applicable in both snapshot and delta reporting modes. |
Position Reporting Deletion Column |
This column marks the positions that are removed from the team. Applicable in both snapshot and delta reporting modes. |
Position Reporting Key Column |
Stores the key values of the positions assigned to the team at run time. NOTE: The UseKeyVal parameter must also be set to TRUE.
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Employee Reporting Table |
The name of the employee reporting intersection table. If the assignment object can be assigned to multiple employees, this intersection table stores the set of employee IDs that are assigned to the assignment object IDs. |
Employee Reporting Column |
The name of the employee reporting intersection table that points to rows in the S_POSTN position table. Required if the Employee Table property is non-NULL. |
Employee Reporting Insertion Column |
This column marks the employees that are added to the team. Applicable in both snapshot and delta reporting modes. |
Employee Reporting Deletion Column |
This column marks the employees that are removed from the team. Applicable in both snapshot and delta reporting modes. |
Employee Reporting Key Column |
Stores the key values of the employees assigned to the team at run time. NOTE: The UseKeyVal parameter must also be set to TRUE.
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Org Reporting Table |
The name of the organization reporting intersection table. If the assignment object can be assigned to multiple organizations, this intersection table stores the set of organization IDs that are assigned to the assignment object IDs. |
Org Reporting Column |
The name of the organization reporting intersection table that points to rows in the S_POSTN position table. Required if Organization Table property is non-NULL. |
Org Reporting Insertion Column |
This column marks the organizations that are added to the team. Applicable in both snapshot and delta reporting modes. |
Org Reporting Deletion Column |
This column marks the organizations that are removed from the team. Applicable in both snapshot and delta reporting modes. |
Org Reporting Key Column |
Stores the key values of the organizations assigned to the team at run time. NOTE: The UseKeyVal parameter must also be set to TRUE.
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