Index

A B C D E F G I K L M N O P Q R S T U V W

A

account object examples

child accounts, primary parent address, 10.6

primary address assignments, 10.5

reassigning positions, 10.7

accounts

organization, stopping assignment for, 10.11

territories, roles of, 5.1.1.1

territory definition list, modifying, 5.4.2

ActionAgent parameter, about, 9.5.3.4

ActionInterval parameter, about, 9.5.3.4

ActiveEmpLOVCode parameter, about, 9.1.2

ActivePosWhereClause parameter, about, 9.1.2

ActualAsgnKey parameter

Server Manager utility, 9.1.2

Add Scores parameter

Server Manager utility, 9.1.2

administrative tasks

organization skills, associating with, 5.9.3

skills, assigning to positions and responsibilities, 5.9.2

skills, associating with an employee, 5.9.1

All, Above Minimum method, about, 5.2.4.1

All, Must Assign method, about, 5.2.4.1

AllowDupPostn parameter

Server Manager utility, 9.1.2

applet classes in interactive assignment, 6.5.2

AsgnBatch command

batch assignment mode, running from (about and parameters), 9.6.2

AsgnKey parameter

Server Manager utility, 9.1.2

AsgnMode parameter

Server Manager utility, 9.1.2

AsgnObjName parameter

Server Manager utility, 9.1.2

Assign option, configuration example, 6.5.2

Assignee Filter type, table of, 5.4.1

assignee, determining primary, 5.4.1

Assignment Attribute Column object type

configuring, 6.6.3

properties of (table), 6.6.3

Assignment Attribute object type

overview, 6.6.1

properties (table), 6.6.1

assignment attributes

column-based vs. skill-based, 6.6.1

configuring assignment attributes, 6.6.1

creating, 6.6.1

definition, 6.6.1

disabling, 5.5.5, 6.11

mapping workflow components, 6.7.3, 6.8.3

multilingual list of values (MLOV), configuring for, 6.6.2

multiple attributes, about basing on columns, 6.6.1

overview, 6.6.1

triggers, generating, 6.6.1

Values picklist, specifying, 6.6.1

assignment criteria

assignment methodology, role in, 5.4

assignment rules without criteria, role of, 5.5.1

attribute object definition, about, 6.6.1

combining rules, developing, 5.4.3

comparison methods, 5.5.1

configuration warning, 6.6.1

configuring, about, 6.6.4

configuring, creating, 6.6.4

creating, 5.6.1

creating, example of, 6.6.4

creation process overview, 6.6

expertise codes, role of, 5.7.2

inclusion methods (table), 5.5.2

mapping workflow components, 6.7.2, 6.8.2

multiple assignment attributes, about basing on columns, 6.6.1

nonrequired assignment criteria, 5.5.4.3

object definition properties, 6.6.5

object definition properties, about, 6.6.4

primary address, assignments based on, 10.5

properties (table), 6.6.4

queries, creating, 5.6.1

required assignment criteria, 5.5.4.1

required when available, about and example, 5.5.4.2

seed assignment criteria, removing, 5.5.5

values, comparison method, 5.6.2.1

assignment criteria attributes

configuring, 6.6.5

creating, 6.6.5.1

list columns, relation to, 6.6.5

object properties (table), 6.6.5.1

assignment criteria values

creating, example, 5.6.2.3

sorting and storage, 5.6.2.3

wildcard characters as literals, 5.6.2.3

wildcard characters, about, 5.6.2.3

Assignment Manager

and Server Request Broker components, checking, 9.1.1, 9.3

Assignment Manager component, modifying, 9.1.2

child accounts, parent primary address example, 5.2.9

component configuration, overview, 6.6.1

component parameters, configuring, importance of, 9.1.2

components, starting, 9.1.2

configuration concepts, 6.6.4

contact denormalization, 9.2.1

customizing, about, 4.2

customizing, tasks, 4.2.1

data sources, 9.1

event log configuration, 9.1.4

parameters, configurable (table), 9.1.2

post-configuration tasks, 6.12, 9.1.5

running multiple instances, 9.6.3

Assignment Manager, modes

batch assignment mode, running in, 9.6.1

dynamic assignment mode, 9.5

interactive assignment mode, 9.3

mobile assignment mode, running in, 9.7

assignment methodology, assigning candidates, 5.4

assignment modes

dynamic assignment mode, running in overview, 9.5

dynamic assignment, disabling and enabling, 5.14.2

independent assignment, 10.18.1

interactive assignment mode, running in overview, 9.3

mobile mode, running in, 9.7

organization and person-oriented assignment, about, 10.18.4

organization-oriented assignment, if multitiered assignment is set, 10.18.3

person-oriented assignment, if multitiered assignment is set, 10.18.2

assignment object base table, extending for availability-based assignment, 11.4.2

assignment object modes

batch assignment mode, multiple record assignments, 9.6.1.1

batch mode assignment, overview, 9.6.1.1

assignment object properties

assignment object types

hierarchy and relationships, 6.3

assignment object types, about, 6.2

assignment objects

assigning multiple records, 9.6.1.1

assignment attributes, mapping to, 6.6.3

assignment rules, about developing, 3.3

configuration overview, 6.5.1

default organization, suppressing assignment of, 10.10

expertise codes, 5.7.2

interactive assignment, configuring, 6.5.2

interactive assignment, overview, 6.5.2

matching requirement for workload rules, 5.13.1

no-criteria rule, 5.6.1

position and employee-based assignments, creating, 6.5.1

positional visibility, about, 5.2.6.2

predefined assignment rules, definition requirement, 5

predefined definitions, list of, 6.2

primary address criteria, 10.5

primary position, maintaining, 10.8

reassigning positions, example, 10.7

role in defining assignment criteria, 6.6.4

team table, configuring to copy additional columns to, 10.13

team-based criteria, 5.13.1

wildcard characters, use of, 5.6.2.3

workflow policy object, adding to, 10.2

workflow policy objects, relation to, 6.5.1

assignment objects, availability-based assignment

about configuring for, 11.4, 11.4

configuration example, 11.4.3

configuring for, 11.4.2, 11.4.2

visibility, 11.4.3, 11.4.4

assignment policies

activating, 5.14.1.2

batch assignment mode deactivation requirements, 9.6

contact denormalization, activating, 9.5.5

deactivating, 5.14.2

dynamic assignment mode and predefined assignment policies, 5.14.1.2

workflow groups, role of, 5.14.1.2

Workflow Monitor Agent, role of, 5.14.1.2

Assignment Results BusComp user property, 6.5.2

assignment rule fields

overview, 5.2.4

assignment rule groups

assignment rules, sequencing, 5.2.8

creating, 5.2.3

key-based routing, 5.2.12

overview, 4.3.4

assignment rules

assignment methodology, role in, 5.4

assignment object configuration overview, 6.5.1

availability-based rules, overview, 11.2

combining criteria, developing rules, 5.4.3

complex rule, example, 5.2.9

creating, 5.2.5

definition requirement, 5

developing, about, 3.3

emails, as activities, 4.4.8

employees, about visibility for assigned object, 5.2.6.2

employees, adding to (procedure), 5.2.6.1

Enterprise Integration Manager, loading with, 9.6.1.1

migrating, about, 5.2.15

multiple criteria, about creating rules that combine, 5.4.3

multitiered assignment mode, using with sales assignment rules, 10.18

multitiered assignment, about, 10.17

no-criteria rule, 5.6.1

organizations, adding to, 5.2.6.3

process overview, 4.2

releasing, 5.2.14

required assignment criteria, 5.5.4.1

rule cache, recreating, 5.2.14

scoring formula, 5.4.1

sequence, defining, 5.2.7

sequences of rules, evaluating, 5.2.8

sequences of rules, examples, 5.2.8

without criteria, role of, 5.5.1

assignment scoring

overview, 5.5.3

team member scores, 5.5.3

assignment strategy

assignment rules, about developing, 3.3

assignment skill, associating with an organization, 5.9.3

sales organizations, assignment in, 3.5.1

skills, associating with a position, 5.9.2

skills, associating with an employee, 5.9.1

Assignment Type business component, user property, 6.5.2

attributes, about defining assignment criteria and using, 6.6.4

availability-based assignment

assignment objects, configuring, 11.4.3

assignment objects, visibility, 11.4.3, 11.4.4

assignment rules, overview, 11.2

availability criteria, activating, 11.2

overview, 11.1

B

batch assignment mode

about, 4.5.1.1

assignment rules without criteria, 5.5.1

command line, running from (about and parameters), 9.6.2

interaction with dynamic assignment mode, 9.6

mobile users, routing assignments to, 10.9

multiple instances, running, 9.6.3

object WHERE clause, using when starting server task, 9.11

overview, 9.6.1

performance tuning, 9.6.3, 9.6.4

record updating, inadvertent, 9.6.1.1

running, 9.6.1.1

Server Manager utility, running from (about and parameters), 9.6.2

wildcards, using in SQL statements, 9.11

BatchMode parameter, about, 9.5.3.4

BatchSize parameter

performance considerations, 9.6.4

Server Manager utility, 9.1.2

business components

interactive assignment, 6.5.2

C

cache size, LastUsrCacheSx parameter, about, 9.5.3.4

CacheSize parameter

Server Manager utility, 9.1.2

candidates

assignment methodology, 5.4

evaluation methods, about, 5.5.1

organizations, about and example, 4.3.4.5

positions, about and example, 4.3.4.4

potential assignees list, 5.4.1

teams, about and example, 4.3.4.6

Check Calendar box, about using, 11.2

Check version iterations parameter, about, 9.1.2

CheckIfCandidateActive parameter

Server Manager utility, 9.1.2

CheckLogCacheSz parameter, about, 9.5.3.4

CheckVerIter parameter

Server Manager utility, 9.1.2

child accounts

PAR_OU_ID column, about value point to, 10.6

parents primary address, assigning based on, 10.6

primary parent address, 5.2.9

classes, confirming for interactive assignment, 6.5.2

column-based assignment attributes, about, 6.6.1

Compare Object to Organization