Migrating Service Regions to Oracle Real-Time Scheduler 2.x

When it is appropriate to do so according to business requirements, business administrators migrate existing service regions to Oracle Real-Time Scheduler 2.x. They migrate service regions one at a time.

Before migrating a service region, note the following requirements:

• Associating geocodes with address in bulk was performed in the Addresses view of the Administration - Data screen on all addresses for the service region that you migrate. For more information, see Administering Addresses.

• Skills transfer rules were defined in the Skills Transfer - Rules Administration view of the Administration - Scheduling screen. For more information, see Managing Activity Skills for Skills-Based Assignments.

As part of the migration, the following events occur:

• Employees, associated Schedules, Exception Hours, addresses, and skills are transferred to Oracle Real-Time Scheduler 2.x.

• Applicable activities that are based on defined criteria are transferred along with the associated skills. The associated skills are obtained when you click the Persist Activity Skills button.

To migrate a service region to Oracle Real-Time Scheduler 2.x

1. Navigate to the Administration - Scheduling screen, then the Service Region List view.

2. Select the record for the service region that you want to migrate.

3. Click Persist Activity Skills if activities have to be populated with assignment skills by using skill transfer rules.

   If Persist Activity Skills are not populated, then the activities being transferred to Oracle Real-Time Scheduler do not have skills associated with them.

   The applicable activities are associated with skills by using the skills transfer rules in the Skills Transfer Rules - Administration view of the Administration - Scheduling screen.

   Activity filtration for the current service region is based on the following criteria:

   • The value of the Status field for the activity must not be Done, Completed or Cancelled.

   • The value of the Latest Start field for the activity must be NULL or later than today, or the value of the Planned End field must be NULL or later than today.

4. Click Transfer to ORS.

   When the transfer is complete, the Sync Success Description field for the service region indicates a status of Successfully Migrated to ORS, and the Engine field value changes from iLog (for Siebel Scheduler) to ORS (for Oracle Real-Time Scheduler 2.x). Also, the Transfer Complete field (if it appears) is checked.

   The service region is now ready for scheduling using Oracle Real-Time Scheduler 2.x. All subsequent appointments for this service region are scheduled using Oracle Real-Time Scheduler 2.x.