Troubleshooting the Optimizer

This topic includes some recommended values for the setup configurations and information that you can review if problems occur when using the Optimizer.

All of the following settings are required to run the Optimizer:

  • A service region

  • Server key mapping

  • Cost function

  • Cost list

  • Travel cost

  • Minimum travel time

  • Travel U/M

  • Parameter set

  • Parameters, which include:

    • Optimizer - Activity Category

    • Optimizer - Default Priority

    • Optimizer – Glued

    • Optimizer – Save Interval

    • Optimizer – Tardiness Cost

    • Optimizer – Task Excl Cost

    • Optimizer – Timeout

Note: You can set the values for these parameters. For more information, see Creating Parameter Sets for Schedules.

The Optimizer has the following additional requirements:

  • An activity cannot span more than 1 day. Multiday activities are not scheduled. The Optimizer can schedule other activities during the time intended for multiday activities. However, the penalties for not scheduling these activities still contribute to evaluating the potential success of an optimized schedule. For more information, see Defining Cost Functions for the Optimizer.

  • The Optimizer and ABS treat activities that cross between the end of the Optimizer horizon and the beginning of the ABS period as locked.

When loading activities into the Optimizer cache for the first time, the Optimizer produces an initial solution to the schedule by accepting the existing order and assignment of appointments. While finding the initial solution, the Optimizer first processes the activities with Lock Assignment and Lock Schedule check boxes that are selected to make sure that these activities are considered in the optimized schedule. For more information, see Locking Assignments and Schedules for Activities (End User).

While the schedule for a service region is optimized, only Insert Activity and Stop Optimization requests are accepted. These requests are queued, and the queue is processed when the optimization finds the next solution. Any other request is returned. For more information, see About Running Contract Scheduling and Stopping Optimization of Schedules for Service Regions.