Siebel Assignment Manager Administration Guide > Basic Assignment Manager Configuration >

Updating Your Assignment Manager Deployment with New Configurations


After configuring Assignment Manager objects and attributes or altering assignment policies, it is often necessary to recompile the .srf file and restart various server components and tasks. Table 14 required server tasks and components that must be restarted based on the type of configuration process.

NOTE:  You must recompile the siebel.srf file whenever you add, inactivate, or delete any assignment object types, assignment criteria, and assignment attributes. Make sure all projects are recompiled—not only the locked projects—if you inactivate or delete a top-level object type or assignment criteria.

Table 14. Summarization of Server Administration After Configuring Assignment Manager
Configuration Process
Compile .srf File
Restart Assignment Manager
Regenerate Triggers
Restart Workflow Monitor Agent1

Add or inactivate assignment objects

Yes

Yes

Yes

Yes

Configure assignment objects

No

Yes

Yes

Yes

Add, configure, or inactivate assignment attributes

Yes

Yes

Yes

Yes

Configure assignment attribute columns

No

Yes

Yes

Yes

Add, configure, or inactivate assignment criteria

Yes

Yes

Yes

Yes

Add, configure, or inactivate assignment criteria attributes

Yes

Yes

Yes

Yes

Activate, inactivate, or modify assignment policies

No

No

Yes

Yes

1Only for dynamic assignment.

NOTE:  For information about checking out and checking in objects, see Using Siebel Tools.

Use the following procedure to update your deployment with new configurations.

CAUTION:  Some steps in the following procedure may not be required for your particular deployment. Follow the steps as they apply (or do not apply) to the configuration process performed as shown in Table 14.

To update your deployment with new configurations

  1. Compile changes to the siebel.srf file, if necessary, and deploy it to the server.
    1. Choose Tools > Compile Projects.
    2. In the Object Compiler dialog box, select the project (or projects) you want to compile.
    3. Select the Siebel client repository file (default is siebel.srf) located in the Objects subdirectory within the Siebel client root directory.
    4. Click Compile.

      For more information on when to recompile the siebel.srf file, see Table 14 and Using Siebel Tools. For information on distributing the siebel.srf file, see Siebel Anywhere Administration Guide.

      NOTE:  It is not necessary to recompile the siebel.srf file whenever you configure an assignment object or an assignment attribute column, but you must recompile the siebel.srf file whenever you add, inactivate, or delete any assignment object types, assignment criteria, or assignment attributes.

      Make sure all projects are recompiled—not only the locked projects—if you inactivate or delete a top-level object type or assignment criteria.

  2. If you are running dynamic assignment, perform the following steps:
    1. Stop the Workflow Monitor Agent server component.
    2. Regenerate triggers by running the Generate Triggers server component.
    3. Release assignment rules (if rules have changed) by clicking Release in the Assignment Rules view.

      For more information on releasing assignment rules, see Releasing Assignment Rules.

    4. Restart the Workflow Monitor Agent server component.

      For more information on stopping and restarting server components, see Siebel System Administration Guide.

  3. If your are running dynamic assignment, stop and restart the Assignment Manager server component for the changes to take effect.
    1. Stop the Workflow Monitor Agent server component.
    2. Stop the Assignment Manager server component.
    3. Start the Assignment Manager server component.
    4. Start the Workflow Monitor Agent server component.

      For more information on stopping and restarting server components, see Siebel System Administration Guide.

You must stop and restart the Assignment Manager server component whenever you add, inactivate, or delete any assignment object types, assignment criteria, or assignment attributes.

Siebel Assignment Manager Administration Guide