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Considerations Before Running Assignment Manager

Before running Assignment Manager, you must already have created your assignment rules. For information on creating assignment rules, see Assignment Rule Administration. You also need to perform several preparation tasks. For more information, see Preparing to Run Assignment Manager.

Assignment Manager obtains information required for operation from the following sources:

• The assignment rules and criteria as well as employees, positions, and organizations that are read from the rule cache file.

  NOTE:  If you want to automatically refresh skills without restarting the Assignment Manager component, set the value of the Refresh people skills interval component parameter to the desired update interval (the value must be greater than zero seconds). Then, when rules are released, Assignment Manager refreshes skills and recreates the rulecache.dat file at the periodic interval set. For more information about the Refresh people skills interval, see the MaxSkillsAge AsgnSrvr component parameter in Table 35 in Running Interactive Assignment Using the Command-Line SRVRMGR Utility.

• The run-time parameters of assignment objects and their properties, the list of values for the picklists, and assignment criteria, attributes, workflow policy components, workflow policy component columns, and other repository information from the database.

CAUTION:  If there is a change in at least one of the primaries, or if there is a change in at least one of the team tables, Assignment Manager updates all columns (primaries, ASGN_DT, and system columns) on the object row. However, if there is no net change, only the ASGN_DT column is updated.

Make sure the rule cache file is updated (see Releasing Assignment Rules for a procedure) and the .srf file is compiled with the latest configurations (see Server Administration After Configuring Assignment Manager or Using Siebel Tools for information on this procedure) before running Assignment Manager.

TIP:   If you are using DB2, for performance reasons, you should periodically execute the REORG and update statistics utilities against all applicable tables for the assignment objects that you use. For example, to enhance Assignment Manager performance before running batch or dynamic assignment for Contact territory realignment (assuming you are using the preconfigured Contact assignment object), you should execute REORG and update statistics against the related tables, such as the S_CON_TERR and S_POSTN_CON tables. For the Account assignment object, consider evaluating the S_ORG_TERR and S_ACCNT_POST tables; and for the Opportunity assignment object, consider evaluating the S_OPTY_TERR and S_OPTY_POSTN tables; and so on. For applicable tables for other assignment objects (planned or in use), view the assignment object properties for those objects using Siebel Tools.

To view assignment object properties, see Creating Assignment Objects. For more information about the REORG and update statistics utilities, see Implementing Siebel eBusiness Applications on DB2 UDB for z/OS and OS/390 and the Siebel Server Installation Guide for your operating system.

CAUTION:  Assignment Manager uses many Siebel Server resources. It is recommended you monitor the Siebel Servers whenever Assignment Manager is invoked, especially if you run multiple instances at the same time. For more information about running multiple instances of Assignment Manager, see Running Multiple Instances of Assignment Manager in Batch Mode.