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Siebel Assignment Manager Operating Modes

This topic explains the various operating modes available for running Siebel Assignment Manager. Depending on the operating mode, you invoke Assignment Manager using the server administration views, using the Server Manager command-line interface (srvrmgr) to run server component jobs, or both.

About the Assignment Manager Operating Modes

There are three assignment operating modes:

• Batch assignment
• Dynamic assignment
• Interactive assignment

Batch Assignment

You can use batch assignment to assign multiple records in a single batch. For example, you can assign orders that are created during the business day at the end of business using batch assignment so that the assignments are made before start of business the next morning. Another example of batch assignment is when you change assignment rule definitions: you can use batch assignment to reassign objects using the new assignment rules. Batch assignment is optimized to process a large number of items efficiently.

Dynamic Assignment

Dynamic assignment performs assignments automatically as other users and server programs create records or modify existing records. For example, if a user creates a new opportunity or changes the revenue amount or the address of an opportunity, dynamic assignment automatically detects the change and invokes Assignment Manager to reassign the opportunity to a different territory or sales team, as determined by the assignment rule.

Interactive Assignment

Interactive assignment allows end users to invoke Assignment Manager by a click of a button or menu selection, review the list of assignees generated by Assignment Manager, and then accept or override the assignees.

NOTE:  Mobile users running Assignment Manager in interactive mode do not make real-time assignments, because interactive assignments made by mobile users are not applied to the server until they resynchronize.

About Different Modes of Running Assignment Manager

You can choose one of two ways (default mode or rule group mode) to run Assignment Manager, depending on which rules you want processed.

• Default mode. In this mode, all active rules for all rule groups are loaded and processed. By default, interactive and dynamic assignment run in default mode. However, you can configure interactive assignment to run in rule group mode.
• Rule group mode. In this mode, you can process rules of one particular rule group when you assign an object row.

Table 7 shows the supported operating modes and server components used for running each mode. The components are Assignment Manager (AsgnSrvr), Batch Assignment (AsgnBatch), Generate Triggers (GenTrig), and Workflow Monitor Agent (WorkMon).