Siebel Assignment Manager Administration Guide > Running Assignment Manager > Running Assignment Manager in Dynamic Mode >

Activating Assignment Policies

Siebel applications include predefined assignment policies for each of the predefined assignment objects. You should use these predefined assignment policies. However, you can create new assignment policies for dynamic assignments.

Each Workflow Monitor Agent can monitor one or more assignment policies. You can use a single Workflow Monitor Agent to monitor all assignment policies by placing all assignment policies in the same workflow group (the predefined assignment policies are defined this way). You can also place the assignment policies in separate workflow groups and dedicate Workflow Monitor Agents for each workflow group.

The Assignment Manager workflow policy actions you can use for an assignment policy are:

• Assignment Request (In Process). This action assigns rows in its own process and does not use the AsgnSrvr server component.
• Assignment Request. This action routes the requests to an AsgnSrvr process running in default mode.

CAUTION:  It is recommended that you use the Assignment Request (In Process) workflow policy action because the Assignment Request action might cause performance problems. If you do choose to use the Assignment Request action, make sure the AsgnSrvr process is available and online.

If you want to use the rule group feature in dynamic assignment, create a workflow process that submits requests to AsgnSrvr using a business service.

CAUTION:  Assign a workflow policy group to only one Workflow Monitor Agent. Multiple Workflow Monitor Agents running the same workflow policy group cause unpredictable completion times and possible multiple actions created for one trigger. For more information, see Siebel Business Process Designer Administration Guide.

Also, you should not associate customized workflow actions with assignment policies. For more information about workflow actions, see Siebel Business Process Designer Administration Guide.

To enable dynamic assignment for an assignment object, activate the assignment policy for that object. To disable dynamic assignment for an assignment object, deactivate the assignment policy for that object.

The rest of this section explains how to activate, deactivate, set the workflow group for, and create actions for assignment policies. The procedures are:

• To set the workflow group for assignment policies
• To activate an assignment policy
• To deactivate an assignment policy
• To create an action for an assignment policy

NOTE:  After activating, deactivating, or creating an action for an assignment policy, you must generate triggers again for the changes to take effect.

To set the workflow group for assignment policies

1. From the application-level menu, choose Navigate > Site Map > Administration - Assignment > Assignment Policies.
2. In the Assignment Policies list, select the assignment policy for which you want to set the workflow group.
3. In the Group field, click the select button.
4. In the Workflow Groups dialog box, select a workflow group (the default is Assignment Group), and then click OK.

To activate an assignment policy

1. From the application-level menu, choose Navigate > Site Map > Administration - Assignment > Assignment Policies.
2. In the Assignment Policies list, select the assignment policy you want to activate.
3. In the Expiration field, click to either null the existing value or set the value to a later date.

Workflow components process only active assignment policies that have not expired.

To deactivate an assignment policy

1. From the application-level menu, choose Navigate > Site Map > Administration - Assignment > Assignment Policies.
2. In the Assignment Policies list, select the assignment policy you want to deactivate.
3. In the Expiration field, set the value to a date that has already passed.

Workflow components process only active assignment policies that have not expired; therefore, you can deactivate an assignment policy by expiring it.

CAUTION:  By default, every assignment policy has an action. Use the following procedure only if you accidentally remove an action or create a new assignment policy.

To create an action for an assignment policy

1. From the application-level menu, choose Navigate > Site Map > Administration - Assignment > Assignment Policies.
2. In the Assignment Policies list, select the assignment policy for which you want to create an action.
3. In the Actions list, click New.
4. In the new record, enter values for the relevant information.
   1. In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).
   2. In the Assignment Mode field, click the down-arrow button and select MatchAssign.

Activating Contact Denormalization

Perform the following procedure to activate contact denormalization. The policy is inactivated by default.

NOTE:  When Assignment Manager runs in Contact Denormalization mode, it does not evaluate assignment rules. Therefore, you do not need to select the Contact Denormalization object for the assignment rule to run Assignment Manager in Contact Denormalization mode.

To activate contact denormalization

1. From the application-level menu, choose Navigate > Site Map > Administration - Assignment > Assignment Policies.
2. In the Assignment Policies list, select Contact Denormalization, and then perform the following:
   1. In the Group field, click the select button.
   2. In the Workflow Groups dialog box, select a workflow group (the default is Assignment Group), and then click OK.
   3. In the Expiration field, either clear the existing value or set the value to a later date.
3. In the Actions list, click New to create a new record and enter the relevant information.
   1. In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).
   2. In the Assignment Mode field, click the down-arrow button and select Denorm.

NOTE:  Dynamic assignment can refresh employee, position, and organization skills from the database if changes were made to these items. The program argument, MaxSkillsAge, forces Assignment Manager to reload this information if activated. By default, this argument is not set. In Siebel Tools, select the Assignment Request (In Process) workflow policy program to change the MaxSkillsAge argument. For information about how to set this parameter using command-line interface, see Running Interactive Assignment Using the Command-Line SRVRMGR Utility.