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Releasing Assignment Rules

This topic is part of About Assignment Rule Administration.

After you define your assignment rules or make any changes to the rules, criteria, values, or candidates (employee, position, or organization) for the assignment rules, you must release them to instruct Siebel Assignment Manager to use these rules. After adding new candidates to the database (new Position, new Organization, new Employees), you must release assignment rules. Releasing assignment rules also updates the rulecache.dat file.

For more information about the rulecache.dat file, see About Siebel Assignment Manager Rule Cache Files.

The following procedure releases all assignment rules simultaneously. Do not release assignment rules while associated server tasks are running.

After you have defined your assignment rules, you need to release the rules and possibly perform a few additional administrative tasks. However, assignment rules using dynamic candidates can consider new organizations, positions, or employees created without needing to release the assignment rules. When you are using dynamic candidates, no particular candidates are listed on the rule, candidates are not loaded in to the cache at all, and candidates are retrieved during run time based on dynamic candidate configuration in Siebel Tools.

NOTE:  For best practice, it is recommended that you always release assignment rules after the employee, position, or organization assignment rule changes.

To release assignment rules

1. Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.
2. In the Assignment Rules list, click the Release button.

   A confirmation message appears, indicating the rules have been released.

NOTE:  You can also update the rule cache by deleting the rule cache files and restarting the Siebel Server. Search for *rulecache*.dat in the SIEBSRVR_ROOT\bin folder.

When a new Siebel Server is installed (for instance, as part of an upgrade), pending assignment rules are released (the rule cache is recreated) on the first startup. It is recommended that you release assignment rules after installation so that servers in the deployment recreate the same rule cache.