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Migrating Assignment-Related Data


This topic is part of About Assignment Rule Administration.

You can migrate assignment-related data from one environment to another, such as to migrate positions, skills and skill items, or assignment criteria and criteria items, from a test environment to a production environment. You can migrate assignment-related data using Siebel Enterprise Integration Manager (EIM) or Siebel Application Deployment Manager (ADM).

You cannot directly migrate assignment rules themselves. You can export only child and grandchild data of assignment rules.

TIP:  You can also use the application user interface to export and import assignment-related data in spreadsheet files. However, this functionality is not for migrating such data between different environments. For detailed information, see Exporting and Importing Assignment-Related Data.

If you add or change assignment objects, assignment attributes, or assignment criteria, you must also migrate the repository to the server production database.

During migration, Siebel Assignment Manager automatically updates existing assignment rules, as follows:

  • If All People is selected in the Person Candidates Source field on the assignment rule, then the new value in the PERSON_CAND_TYPE column is All People.
  • If All People is not selected in the Person Candidates Source field on the assignment rule, then the new value in the PERSON_CAND_TYPE column is From Rule.
  • If All Organizations is selected in the Organization Candidates Source field on the assignment rule, then the new value in the BU_CAND_TYPE column is All Organizations.
  • If All Organizations is not selected in the Organization Candidates Source field on the assignment rule, then the new value in the BU_CAND_TYPE column is From Rule.

For more information about migrating data using Siebel EIM or Siebel ADM, see Siebel Enterprise Integration Manager Administration Guide and Siebel Application Deployment Manager Guide.

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