Updating or Inserting an Assignment Rule Group
This topic describes how to use the Upsert
command
to update an assignment rule group (if it exists) or insert an assignment
rule group (if it does not exist) in your Oracle CRM On Demand environment;
that is, a customer test environment or production environment. For
the purposes of the Oracle Migration Tool On Demand client, this
is known as an Upsert operation.
About the Upsert Operation
The Upsert
command inserts or updates an assignment rule group based on the
user key: <RecordType> and <RuleGroupName>.
Oracle CRM On Demand attempts to locate the rule group based on the user key. If a match is located, then the rule group is updated. If Oracle CRM On Demand cannot locate a rule group based on the user key, then a new rule group is created.
For the rules specified in the input file for the assignment rule
group (if any rules are specified), the Upsert
command
inserts or updates the assignment rules based on either of the following
user keys:
User key 1. <RuleGroupName> and <RecordType> and <RuleName>.
User key 2. <RuleGroupName> and <RecordType> and <Order>.
The <RuleName> and <Order> elements are child elements of the <AssignmentRule> element.
When you use the Upsert AssignmentRuleGroup
command to update an existing
rule group, Oracle CRM On Demand attempts to locate the rules that are specified in the input
file based on the user keys. If a match is located, then the rule
is updated. If a match is located for both user keys, then the match
located for user key 1 takes precedence. If Oracle CRM On Demand cannot locate
an assignment rule based on the user keys, then a new rule is created.
When you run the Upsert
command, if the assignment
rule group already exists, then the existing assignment rules in the
rule group are updated, and new assignment rules for the rule group
are inserted. Existing rules in the rule group that are not included
in the input file are not affected.
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update an assignment rule group (if it exists) or to insert a new assignment rule group (if it does not exist):
migrationtool -u UserID -s ServerURL Upsert AssignmentRuleGroup AssignmentRuleGroupXML
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
AssignmentRuleGroupXML is the fully qualified path name of the assignment rule group XML file, for example:
C:\My Files\MyAssignmentRuleGroup.xml
Example of Updating or Inserting an Assignment Rule Group
The following is an example of updating an assignment rule group (if it exists) or inserting an assignment rule group (if it does not exist) in your Oracle CRM On Demand server:
migrationtool -u UserID -s ServerURL Upsert AssignmentRuleGroup "C:\Oracle Migration Tool On Demand\windows\repository\AssignmentRuleGroup\Account\My AssignmentRuleGroup.xml"