Assignment Manager in Oracle On Demand

Hi,
I am new to siebel crm oracle on demand .I want to learn abt Assignment Manager in Oracle On Demand.
Could u please suggest some links where i can get details abt Administrative task with examples especially Assignment Manager task with examples
Suggest some free online materials and ebooks for obeginners to learnt abt assignment managers
Thanks

Hi,
Assignment manager in OnDemand is not that complex like Siebel Enterprise
If you haven't gone through Online help, that can serve as a good starting point to learn about it
https://secure-ausomxdsa.crmondemand.com/docs/1.10.0.1079.0.02/enu/help/setupassignruleshelp.html
-- Venky CRMIT

Similar Messages

Problem w/ assignment manager

Hi everybody,
Firstly, I hope this is the right sub-forum for my problem...
I am working at this assignment manager problem and I truly hope, you can help me out.
The desired scenario is that the call center supervisor assigns tasks to the call center agents using the assignment manager (in assisted mode). As far as I have understood the concept, the assignment manager lists all call center agents in the Gantt. So it is easier for the supervisor to see who has enough capacity left, to fulfill the task.
Unfortunately, I cannot see anybody in the assisted selection mode. In the unassisted mode, all I have to do is entering the username and assign tasks to the user.
So, the question is how I can assure that all call center agents are available in the assignment manager (again, assisted mode). In my understanding, as soon as all selection criterions are de-activated all users should be available?!
Thx 4 help,
Florian

Nagamohan,
I started the request "Generate Shift Tasks", but nothing changed.
Here is a detailed list of all the steps, maybe you find something I did wrong:
(I found a manual in metalink, telling me that I have to create territory)
* Responsibility: Field Service Manager
* I navigated to Field Service Setup > CRM Foundation > Territory Manager > Territory Administration
* I created a new task (Territories - Catch All - Oracle Service - New)
* Entered Name and Description
* Rank 1
* Transaction Types: "Service Request and Task", "Task"
* Save and close
* Navigated to Field service Setup > CRM Foundation > Resource Manager > Maintain Resources > Resources
* Resource - my name
* [Tab: Roles] Role Type - Field Service Planners; Role - Field Service Planners
* [Tab: Groups] Groups - "MyGroup"; Group Member Roles - Field Service Planners
* Navigate to Field Service Setup > assign Territories to Planner Group
* I selected "MyGroup" in the list
* added the territory I created before
* Navigate to Field Service Setup > CRM Foundation > Territory Manager > Territory Administration
* I navigated again to Field Service Setup > CRM Foundation > Territory Manager > Territory Administration
* [Resource tab] entered my name (full access yes; primary contact no)
* Access Types "Service Request and Task", "Task"
Then I followed your advice and
* Navigated to Field Service Manager > Field Service Setup > CRM Foundation > calendar > calendar setup > define calendar
* Here I created a new personal calendar(!)
* Then I switched to > assign resources
* chose my previously created calendar and added myself and another person to the calendar
* I started "Generate Shift Tasks" (Action: Add)
Now I see my tasks as a time line in the Gantt chart (unassisted mode). Unfortunately, all the colleagues assign to the same calendar have the same entries. And in “View in Tabs” the field “First available Slot” – “Start time” is empty).
If you have any suggestions, please let me know.
I try to get more information about the calendar-type stuff.
Regards,
Florian

Siebel Assignment Manager: Multiple Assignment Rules

Hi All,
We have a requirement where in we have multiple assignment rules for a single assignment object.
Each Rule has only one candidate. When mutiple rule satisfy, it will assign the highest scoring candidate along with other candidates, keeping the highest scoring candidate as Primary.
We only want to keep the Highest Scoring Assignee on the assignment. Anyone knows if this is possible without customization ?
Regards,
Prasad Sawant.

Hi Yossi,
yes this is possible.
Although I have not done it myself I know that it will work. You should find all necessary steps in Bookshelf "Assignment Manager Administration Guide" Chapter 10.
You can read it here:
http://download.oracle.com/docs/cd/B31104_02/books/AssignMgrAdm/AssignMgrAdm_AdvancedConfig.html
Benjamin
Edited by: Penky on Apr 29, 2010 12:43 AM
Edited by: Penky on Apr 29, 2010 12:43 AM

Party Resource selected from the Assignment Manager is not available on SR

Party Resource selected from the Assignment Manager is not available on Service Request.
Hi,
Im working on Oracle Customer Support and observed the following.
I imported a party (dealer) from AR and created it as a resource.
Then created a Service Request, assigned Tasks to the service request and then tried to assign the task to the imported resource using Assignment Manager.
In the assignment manager searched for the resources using Unassisted search. In the resource type selected 'Party Resource'. Found the party resources by clicking on the search button.
Double clicked on the party resource and specified the Start Time and End Time.
After clicking on the Ok button, the selected party resource is not available in the Service Request Form.
Can somebody please help me in this matter. I want the party resource on the service request form.
Thanks in advance.
Regards
Anil

Shiv,
Thank you for your reply. I don't have access to the production instance..but I will definitely recommend the solution. I did these steps in test instances earlier whenever I had this error. But they used to go away after bouncing app server.
Now, some of the functions are available to the responsibility without any modifications..seems like it takes a while for the newly added functions to a menu to propagate in the E-Business system.
What confounds me is that even after a mid-tier bounce, the system didn't pickup the menu changes.
Regards,
Arun

Assignment Manager vs. custom entities

Hello,
A new question arised :)
Can I use Assignment Manager to define assignment rules over custom entities? Put it another way, if I create a completely new entity with all the required hierarchy (tables, business components, business object etc.), can I define it as an Assignment Object (or create an Assignment Object for it) and create Assignment Rules over it in Assignment Manager?
How do I do that?
So far saw in the documentation nothing that prevents me from doing it...
Thanks and regards,
Yossi.

Hi Yossi,
yes this is possible.
Although I have not done it myself I know that it will work. You should find all necessary steps in Bookshelf "Assignment Manager Administration Guide" Chapter 10.
You can read it here:
http://download.oracle.com/docs/cd/B31104_02/books/AssignMgrAdm/AssignMgrAdm_AdvancedConfig.html
Benjamin
Edited by: Penky on Apr 29, 2010 12:43 AM
Edited by: Penky on Apr 29, 2010 12:43 AM

Enterprise Manager for Oracle 8.1.5 Win NT 4.0

Anyone know where can I download the Enterprise Manager for Oracle 8.1.5 running Windows NT 4.0?
The one in the Oralce download is for 8.1.6?
Thanks
Eng Wah

Depends on how big is your database.
For small database, doing a export and import is quick and dirty.
For larger database, I would suggest migrate the database. But this means a lot of work and test. This is what I would do if I am doing amigration:
1. Do a cold backup of your 815 database
2. On your new test box, try to install 815 and start your old database
3. Upgrade your database to 8174
4. Install 10gr2 on your new test box
5. Migrate your 8174 database to 10gr2.
6 Test a lot
7. Repeat steps 1-6 2-3 times
8. Document tthe process and your test results completely.
9. Repeat what you document on your production box.

How to install Oracle BPEL Process Manager for OracleAS Middle Tier

hi,
i need to install BPEL process manager, so i download the following file from otn
1.soa_windows_x86_101310_disk1
2.soa_windows_x86_bpel_101310
here i read the document named b28980.pdf from bpel\doc\pc.1012 to install BPEL PM
so i start to complete the pre-installation task
1.installed Oracle database 10g
2.Run the Integration Repository Creation Assistant on the Database
3.Install Oracle Application Server 10g Release3 (10.1.3.1.0) and select either the J2EE Server installation type or the J2EE and Web Server installation type. selected J2EE and Web Server installation type
and installed according to the Oracle application server installation guide.
installed OracleAS in the path : D:\product\10.1.3.1\OracleAS_1
4.Install the current release of Oracle BPEL Process Manager for OracleAS Middle Tier
here they mention to select the J2EE and Web Server installation type because that type is selected in Oracle AS installed in Oracle Application Server
so i start to install the BPEL PM by selecting the setup.exe-->and shows the location source and destination
default destination is : D:\product\10.1.3.1\OraBPEL_1 selected next on the screen
the next screen is select installation type here there are two types named
1.BPEL process Manager for Developer (371MB)
2.BPEL process manager for Oracle AS Middle tier (107MB)
i selected 2.BPEL process manager for Oracle AS Middle tier (107MB) and click next
pop up window opens with title dependencies
error:
BPEL Process manager for oracle AS Middle tier will run on top of a supported Oracle Application Server 10.1.3.1.0 J2EE server and Web Server Or J2EE server instance. this location does not contain this instance. Please select new Oracle home that contains a supported instance.
so i changed the destination path to : D:\product\10.1.3.1\OracleAS_1\BIN then also i got the same error.
please any one mention the path for J2EE and Web Server instance for installing the BPEL PM for Oracle AS Middle Tier.
Thanks in Advance
Aswath Thaniga

If you choose the developer version you will be fine.
If you have installed J2EE and Web Server installation into D:\product\10.1.3.1\OracleAS_1 then this is the location you install your BPEL PM into, not D:\product\10.1.3.1\OraBPEL_1 or D:\product\10.1.3.1\OracleAS_1\BIN.
D:\product\10.1.3.1\OracleAS_1 is what we call the ORACLE_HOME, generally we create a new home for each install, but in this case there is a dependency on 10.1.3.1 OC4J container. So it needs to be installed into 10.1.3.1 oracle home.
The bin directory is just the executables for that home, its not the actual. home.
cheers
James

Oracle Rules Manager vs Oracle Business Rules

Hi
Can someone explain the difference between Oracle Rules Manager and Oracle Business Rules.
Is Oracle Promoting both the products?
What I understand is that Oracle Rules Manager comes a part of the Oracle Database 10g R2 (and 11g) and Oracle Business Rules is a part of the SOA suite.
Is there any difference in the positioning of both these products?
Our client is evaluating various Rules engines in the market and we want to make sure that we choose the correct product.
Thanks, Srini

Igor S. wrote:
He solves the same problem with rules and without. My question was what would be better? Why would you chose one over the other. I prefer rules that is easy to state, easy to read, and easy to implement. Clear text rules in Prolog being a firm favourite. :-)
Using a rules engine, with a fairly complex API, in order to define rules? I would want very sound and very robust justification for that.
Taking this EMP table example. If there is a single AddEmp() PL/SQL procedure interface for adding employees, it is simple matter to see what it does, how it does that, and test and debug that. The only knowledge needed is the ability to read and understand the source code. The same cannot be said of rules engines.
As for the issue of updating AddEmp() with new rules. Edition redefinition takes care of versioning database objects. And in a far more controlled fashion than dealing with a rules engine that is dynamically update now! while the database is in use - and you have no real idea or real control over when exactly now! was.

Extent Management in Oracle 8i

Hi all,
i want to ask about extent management in oracle 8i maybe some people here can help me about this. I have some question about extent :
1. Which is better Local Extent Management or Dictionary management.
2. Which is better Many Extents or less extents in a table.
3. How we decide the extent size for a table, is it based by the estimated sized of a table or there is some standard that 1 extent should be hold a number of records.
Thanks For Helping Me.
Monica

Hi all,
i want to ask about extent management in oracle 8i maybe some people here can help me about this. I have some question about extent :
1. Which is better Local Extent Management or Dictionary management.
2. Which is better Many Extents or less extents in a table.
3. How we decide the extent size for a table, is it based by the estimated sized of a table or there is some standard that 1 extent should be hold a number of records.
Thanks For Helping Me.
Monica

Version and Configuration Management in Oracle Portal

Hello ...
How is version and configuration management applied to real-life, large Oracle Portal applications, where e. g. both development, test, and production environments are used?
The build-in version management in Oracle Portal is inadequate for such environments.
Any suggestions, opinions, ... on this matter would be highly appreciated.
Regards,
Poul

In my opinion, Portal has a lot of work to do in terms of configuration and change management. If you are using Portal as an application platform, as opposed to KM, you are better of developing java portlets, so that you can use the SCM with JDeveloper and stay away from the application components. If you do want to use the components, then application export/import is the only way. You can setup your own procedures for handling the exported files (version etc).
You don't really version KM apps. Content is meant to be posted and otherwise administered by content area admins and users. It is not a "application", that must be change managed. There are versioning features available at the item level, which is adequate (but by no means a complete versioning system. Use iFS if you want that).
I have heard quite a few horror stories about exporting and importing content areas.
A 3-system Portal landscape, in my opinon, is overkill and trying to fit an existing approach to a new tool. A test/dev and a production Portal might be more palatable to the IT budget.
My 2.5 cents

Assignment Manager - urgent

Hi All,
Which responsibilty has the "assignment manager" form. What exact setups I need. This is urgent.
My requirement - create SR, link it to a field service task and and schedule it so it's cleary visible on the gantt chart that the task A is from 8-9 and task B from 9-10 and is assigned to specfic resources .
What do I use - Assignment Manager, Scheduler, Advanced Scheduler, Autonomous Scheduler, Dispatch center..I'm confused and this is urgent. Please clarify.
Alex.

Alex
Generate Shift tasks makes the assignment manager aware of the booked time of the technician's calendar.
Take an example: You business is to service laptops. You have customers all over the US (geography, territories). Say you have a customer in New York and you have some technicians always roaming in that area (say a couple). If ten customers call you at the same time, how to make a decision on whom to send where? First we need to know whether they are fully booked and till when (generate shift tasks does that). When you are on the phone with the customer, you decide what is the earliest time a tech is available based on this ( so you satisfied geography (proximity to customer's location) and availability.
But say you have pretty important customer in the same location. Per contract say your response time is under 1/2 hr. If it is then how do you ensure that the customer gets priority over everything else? We can either use preferred tech or resources at the coverage level.
Also if only of them of those two is skilled enough to service a particular type of laptop, you use skills. And also if that hard drive is crashed, assignment manager also checks who has this product (based on task and product association) and gives priority to them.
All these and more are in the mind of advance scheduler.
If the estimated time takes 1.5 hr, based on the availability you "schedule" the task to start at start time and end time that accommodates 1.5 hrs. If not if you enter start time and duration, end time should be populated.
Thanks
Nagamohan

How I know which manageability tools(Oracle Change Management Pack,Oracle C

Dear all,
How I know which manageability tools(Oracle Change Management Pack,Oracle Configuration Management Pack,Oracle Diagnostic Pack,Oracle Tuning Pack, etc.) are installed on my oracle databases? Is there v$view to look at? Thank you in advance for your help.

The usual method is described in http://download.oracle.com/docs/cd/B19306_01/license.102/b14199/options.htm#CIHGFIAF

Invoking Assignment Manager thru eScript

Hi,
This is with the requirement related to EAI.
After creating the SR from an external application using web service it has to be assigned to a proper employee or team member.
So we need to invoke assignment manager thru eScript.
Any idea how to invoke assignment manager thru escript.
Thanks & Regards,
Amzad B

Hey Antonio,
Thanks for the info.
I got it. We can invoke using "Synchronous Assignment Manager Requests" BusSvc's method "Assign".
I hadn't tried it yet once i have done I will let you know whether it works or not.
It has to work, I hope.
Thanks & Regards,
Amzad B.

Sending an sms from the Oracle On Demand

Hi,
Is there any possible way to send an sms to mobiles from oracle on demand...
Please keep me posted on this and also if u have any documents please send the documents @ [email protected]
Thanks,
Srinivas Merugu

Srinivas,
We have an add on that does this, especially from the Service Request object. I'll send you an email to discuss it.
cheers
Alex

Assign Hotkeys with Oracle Form6i Triggers

i have one problem in form6i.
How to assign assign Hotkeys with Oracle Forms Triggers?
hot to assign to assign F12 key with form trigger and what is the process?
can you explain brifly?

Hi User,
Kindly follow the following link where I have summarized the usage of Oracle terminal.
[Usage of Oracle terminal|http://gskaushik.blogspot.com/2009/05/oracle-terminal-reference-forms-6i.html|Click to follow link]
Kindly revert for any clarifications
regards
Kaushik
Kindly click Helpful if it helps or correct if the issue is solved

Assignment Manager in Oracle On Demand

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