Assignment Manager-Siebel

Assignment Concept: Select most Appropriate Candidate by enforcing business rules.
Territories (Assignment Rules) are collection of Accounts / Contacts / Assets. Territories are based on geographic area.
Business Rules are based on
1. Geographic: State, City, Country etc.
2. Non-Geographic: Industry, Product, Product Line, Service Request Area etc.

Territory Conditions (Assignment Criteria): Accounts/Contacts / Assets that can be assigned.
Assignment Rule can have multiple assignment criteria.
Condition Value (Assignment Criteria Value)
Territory Managers and Territory Teams (Assignment Candidates)
Position Based: Opportunity, Contact, Account and Partner. (Position or Organization)
Persona Based: Service Request, Product Defects (Employee or Organization)
*Select candidates from (Employee or Position), Organization, or both.

Skills to match assignment rules to candidate attributes
Employee, position, and organization skills are used to store skills possessed; the skill tables (Like S_EMP_SKILL, S_POS_SKILL etc) for objects are used to store skills required. Assignment Manager uses these tables to do skill matching by comparing the skills on the object with the skills of an employee, position, or organization to determine who passes the rule.
* Expertise level to weigh skill score.

Score at
1. Assignment Rule
2. Criteria
3. Value
4. Personal Score

Distribution: maximum work can be handled by individual.

* Checking availability of employee.

Assignment Manager

Type :

• Batch
• Dynamic
• Interactive

Dynamic Assignment steps
step:

1.Assignment Policies
2.Generate Trigger
3.WorkMon
4.Assignment Manager

*It's same as Workflow Policy and execute in Async mode.

Administration ->Assignment ->Assignment Policies

Generate Trigger Parameter : EXEC , Privilege User / Password

WorkMon parameters : Group Name and sleep time.

S_ECSL_REQ : Triggers fires when condition satisfied and write record in S_ESCL_REQ.

WorkMon monitor S_ESCL_REQ and call assignment manager by using SR Broker.

Interactive Assignment Manager : is enabled for SR and Activity.

Batch Assignment Log
Object Assignment : 4
Rule evaluation :4

diccache.dat rulcache.dat

diccache.dat : this is used for sync. local db with server

rulcache.dat : rulcache.dat for all assignment rules

Stay in Bin folder.

Assignment Manager - Customization

Assignment manager Can be customized on following basis .
1.Attributes Matched By:
1.Comparison method
2.Making Criteria Required
3.Inclusion And exclusion methods
4.Workload distribution
5.wildcard Value
2.Configure entity:
1.Assignment Object
2.Assignment criteria
3.Assignment Attributes
4.Workload distribution
5.Dynamic Candidate and candidate teams
3.Running assignment manager in different mode :
1.Interactive in real time
2.Dynamic when row created/updated.
3.Batch Mode
4.Checking availability of employee
5.We can define multiple server to execute group wies.

Assignment Rules :

It is a set of criteria that is used to count score of candidates.

Assignment Objects

It is same as Work flow Object.On which assignment need to do.

Assignment Criteria and value :
set of Assignment criteria defines assignment rule that evaluate appropriate candidate.Assignment rule can have one,0 or multiple criteria.

Assignment Rule Group :

to group a set of assignment rule.
Assignment Policies
It is same as work flow policy to trigger assignment manager.
Policy is collection of policy condition.Siebel provides predefine policies that needs to made activated.

Assignment manager Operation Mode

1.Dynamic : Through policy
2.Interactive : Manually
3.Batch Mode : in one go

Different Modes of Running Assignment Manager

1.Default Mode : All active
2.Rule Group Mode : specific group

Error :The user Id or password that you entered incorrect

Hi ,
Recently , I got a error message when I opend my dedicated client.
Error : 'The user Id or password that you entered incorrect.Spelling...'
Solution : LocalDbODBCDataSource parameter in cfg file needs to be updated and also provide your user Id and password on System DSN level.

Siebel Communication

Siebel Communication is for handling communications in Siebel Business Application.
Adaptive Communicator API is used to develop custom drivers.

1.Interactive Communication : CTI capability are provided through CTI middleware. Communications Session Manager component handles CTI communications.
ACD(Automatic Call Distributor) is used for call routing.

2.Inbound Communications: Support third party email server and process inbound email.
3.Outbound Communications : Sending email, Fax, wireless from Siebel application.(Send Page uses Page manager rather then Communication server).Support email responses.(Outbound Communication Manager)

CTI : Computer Telephone Integration

Siebel Email Response

Siebel Email response allows agents to receive and reply to inbound email message.
Inbound email routing can be handled by Siebel Assignment Manager with Siebel WF.
Response groups and WF to determine how to process inbound email messages.

1. Communication Inbound receiver
2. Communication Inbound Processor
Receive and process inbound email communication.
1. Communication Outbound Manager component for reply email.

Component Group: Communications Management
Components:
Ÿ Communications Configuration Manager
Ÿ Communications Inbound Processor
Ÿ Communications Inbound Receiver
Ÿ Communications Outbound Manager
Ÿ Communications Session Manager
Ÿ Email Manager
Ÿ Page Manager
Ÿ Smart Answer Manager

Response group: Defines how inbound communications (email, or routed voice calls) are processed. Invokes a workflow process that evaluates and processes inbound communications.

More Customized Error

Following are two ways to show more customized error message

1.
TheApplication().RaiseErrorText(TheApplication().LookupMessage("UserDefinedError","X_Error");

2.
TheApplication().RaiseError("X_error");

3.In Siebel 8.0 , you can use customized message for validation also.

Web Services

We can develop two kinds of web services in siebel

inbound & Outbound webservices.

above both can be implemented by two ways

1.Secure web services
2.insecure web services

SetTimeOut()

Hi ,

Settimeout() function is used to resedule a function after a time period.

function RefreshBusComp()
{
this.InvokeMethod("RefreshApplet()");
Settimeout("RefreshBusComp()",2000);
}

Here settimeout() schedule itself after every 2 second.

Danish

Assignment Manager - Siebel

Assignment manager automatically assign and get stored in repository table.No need to compiling srf.Assignment Manger assign object to following
1.Employee
2.Position
3.Organization

It assigns objects to candidate and candidates can be employee,position or organization.

Assignment manager requires following object :
1.Assignemnt objects
2.rules - Crireia
3.Candidates

Assignment Objects : are Accounts,Campaigns,SR,Product defects,Opportunity,Activity.

Criteria : Skills,experties,Availability,product,workload,sales territory

Candiadtes : Employe Position Organization.

Assignment manager is important when data is very large and short time response.

Criteria are created from siebel web client.
Administrator ->Assignment
example :
1. 'Assign Account by sales region' following would be value for a specific example of assignment manager.
Object : Account
Candidates : sales rep - south
criteria : state:AC etc
2.Assign Service Request to skilled agents
Object : Service Request
criteria : candidate skill
Candidate : All

Assignment manager can run in batch mode/Real time/interactive assignment also.
Some more details:
1.Criteria inclusion method :include,Include all,include matching , exclude
Include : only go to finding one match.
Include All : all criteria should be matched.
Include All Matching :it is very near to include but it don't stop on one matching but continue with other matching .at last it count score and find out best suitable candidate.
Exclude : Should not be there.
Assigner filter value:
All,Above Min : to enforce customer satisfaction.it does not select who are below to minimum score.
All,Must Assign : At least one should be assigned.even minimum criteria has not been fulfilled.
One , Best Fit : maximum .
One , Random : anyone qualified randomly selected.

2.Criteria Comparison method :
1.Compare to object : set criteria on incoming object should match.
2.Compare to person : set criteria on candidates
3.Compare object to Person : set common criteria in object and candidate
4.Compare to Organization : set criteria on org
5.Compare Object to Organization : set common criteria for both .

Batch Assignment Component : for batch run,should be enabled.
before this you need to release Assignment rule by clicking Release button.
WorkLoad : handled by following setting,
Workload Distribution Rule
Maximum Workload
Score
exclusive check box should not be checked for more then one rule.
sequence number with lowest evaluated first in group.
Assignment Object : need to config in siebel tool.
Workflow Policy Program ->Assignment Object (Tools)
Assignment Scoring Mode :
Independent (Assign position and org independently)
Org and Person oriented (Assign only position/organization pair that both qualify))
Organization oriented (Assign organization first then corresponding position.)
Person Oriented (Assign position first then Organization)

Default Candidate : If assignment manger can not assign .two rules have same score.no body score minimum.then we need to set default candidate.

Default setting needs to set in property window of Assignment manager object.

keep creator : true , keep original creator of objects.

Invoking a workflow using custom Menu Item

1.Create Applet method menu item and specify Commnad .
2.Create Commnad and specify Method name as :CustomMethod
3.Set Applet user property : Named Method:CustomMethod- Invokesvc,"Workflow Process Manger"...

Above is an approach for executing WF through Menu.

Workflow Syncronous and Async mode.

Workflow triggers in Sync /Async Mode
Local Sync mode : through Run time /Scripting , Means when WF is processed inside OM then it is called to be in Syncronous mode.

Async mode : Through Workflow Process Mangercomponet.

Remote Sync : We need to use Submit Request Component with Sync Parameter

Remote async : No need to set sync parameter in Submit Request Componet.

Print Buttton on Standared Interactivity

eService(Standared Interactivity) doesn't support Browser Script all most.My requirement was to put a button on an applet that calls 'Browser Print functionality'.
I have implemented this through HTML attributes of control.
Just create a Button control on applet level and in HTML attribute specify following :

onClick="window.print()"

Siebel Certification

You need to attained two training
1.Siebel Essential
2.Siebel Case study
then only you can get your Siebel certification.
But You can take exam after Siebel Essential and can write that you have appeared and scored in ur CV ,But you would not get certificate untill you have not completed case study training.

Danish

Wait Step- siebel Workflow

We can't use wait step in long running workflow.

Workflow default Parameters

workflow has following process properties by default :

1.Object Id : This is the id of primary BC of BO.Every time it takes only id of primary BC.no matter from where you are invoking this.For example , you can invoke a wf through named methode from any child BC.but it will take ID of primary BC.

2. Siebel Operation Object Id : it shows the Row_Id of current BC on which WF is executing.

3.Process Instance Id : this is not very significant.It is Id of Process only.
Tejeshwer said...
Process Instance Id is comes very handy when you need to generate a random number or co relation id.

and i think it is the same id that is used to identify workflow process in the instance monitor.


4.Error Code : this is just error code .

5.Error Messages : Show detail error with error code.

Config : Link ???

Link : For creating relationship between Two BC.(1:m / m:1)
for Maintaining M:M relationship , two links require.
Property :
1.cascade Delete :
None : no action
Clear : Clear foreign Key
Delete : Delete
2.No Delete :
3.No insert:
4.No associate :
5.Visibility Rule Applied (Never Always) : Visibility rule of child bc will not applied.
6.Visibility type :

Config: Example of M:M ???

1.Opportunity : Contact
S_Opty_Con(Opty_Id/Person_Id)


2.Account : Account Team

3.Service: Solution

4.Account : contact

5.UserList : User

6.Access Control : member

7.employess : Position

8.user : responsibility
*Two links are required to maintain M:M relationship

Config : Join???

Implied Join :

one to one relationship with table and BC is maintained by hidden relationship called implied join.
*Data can be updated through implied join.

Config : Table??

Table_ATT : Attachment table
Table_XM : 1:M extension table.
Compbination of (Name , Type , PAR_ROW_ID)should be unique.
Table_X : 1:1 extension table.
CX_Table : custom table
S_Table : Siebel Base Table

Type:
-----
1. Data(Public) : can be extended
2.Data(Private):Can not be extended
3.Data(Intersection) : used to maintain m:m relationship.
4.Extension : for extension table(i:i or 1:m)
5.Extension(Siebel) : extended from S_Party

*In one to one extension , Row_id is same as Par_row_id
*Siebel provides std extension table for several data table.

Config : Data Object layer???

Data Object Type :

1. Table & Child Object
2. EIM object

Table :
1.Column
2.Index
3.user Key

Table represent physical DB table in RDBMS.

Base Table :
1.BC base table
2.Extension base table.

Config : Organization ??

Administration -> Group

1.Organization
can have multiple division.
2.Division
can have multiple sub division.
3.Sub division
can have multiple position.
4.Position

Config : data control / View control

Data control :

1.Personal Data
2.Positional Data
3.Organizational Data

View Control:

1.Responsibility
2.Views

A position can have multiple employee and vice versa.Responsibilty also can have multiple views and result would be union of all Views.

Config : User Property

Q : where do you use User Property ?
Ans :
Basically User Property is for implementing specialized behaviours of Object.
we can use User Property with following Objects. As per my knowledge , frequently objects that uses User property :
Applet
View
BC
BS
IC
IO
VBC

Config : GENBScripting ??

It is a utility to generate browser script in webmaster folder.It stands for "Generate Browser Script".If you are on local and set debugging parameter properly in tool then no need to run this utility.tools automatically take care.But if you are changing SRF then it requires .

Server
genbscript.exe /uagent.cfg /webmaster/enu enu

Local
genbscript.exe /uagent.cfg /Public/enu enu

config : Scripting ??

Q : Objects , where we can do scripting?

Ans : Applet
BC
BS
Application

Config : Application Method

Q : Application Method???

Ans :

TheApplication().GetBusObject()
TheApplication().newPropertySet()
TheApplication().LoginName()

Config : Personalization Profile ??

Q : Personalization Profile ??

Ans : Personalization Profile is a Vanilla BC .All fields of this BC always be available in Profile Attribute.We can access them through GetProfAttr().
But we can access Only Primary record value of MVF through GetProfileAttr().
we can add fields in this BC to make them profile parameter.

Workflow :Mode of invoking work flow process?

Q : Mode of invoking work flow process?

Ans : 1.Local Synchronous
2.Remote Synchronous
3.Remote Asynchronous

There are two BS to invoke a work flow process
1. Work flow process manager
2.Server Request

you can use both Business services in Scripting / RunTime.

if you are using Workflow Process manager then it will be local Synchronous.

if you are using "Server Request" then you can pass parameter (Syncroous or async)
.Server Request in sync mode wait for responce from SR Broker while aSync never waith for any response from SR Broker.

Config Question

Q : Which table has repository information ?

Ans : S_Repository

Config Question

Q: If you are not part of Account Team then make that record Read Only.

Answer : 1. create a Calculated field CAL = iif(Exist[Account Team] = GetProfAtt("LoginName")
2. User Property : BC Read Only Field = CAL

Note : Account Team is a MVF.

Siebel Architecture

Hello ,
when we talk about Siebel architecture.we can define siebel architecture in three ways.
1.Siebel Operational Architecture
2.Siebel Interface Architecture
3.Siebel Object Architecture

“siebel Operatinal Architecture” : when a client send request to server.how it works is come under Siebel Operational Architect , when a client request , it comes to SWSE and SWSE has SISNAPI interface to directly talk with AOM through Gatewayserver.SWSE invoke session manager that handle SISNAPI request.We can set SISNAPI ideal time at Server level AOM.SISNAPI approaches to AOM and AOM reads Srf and choose apropriate Template.and data manager fetch data from underlying DB and Mapp data with template and generate HTML and send back to clinet.this is overview of Operational Architecture.
“Siebel Logical Architecture : : Like base for View is Business Object and Bo is collection of BC.BC is association between columns of tables.Screen is collection of Views and application is collection of Screen.Links , joins are also part of logical architecture.

“Siebel Interface Architecture : : 1. COM
2.CORBA
3.Com Server
4. Java

I am not quite sure about above only. We could access Siebel through COm object.Even when we access Siebel through IE , it first down load Active x Control thoese are also part of COM.

Above is just my understanding.

Regards,
Danish

Slum Dog millionaries -movie

Hello ,
this movie is ultimate.
no need to say any thing becz world has said a lot about this.
danish

Dev-d Movie

Hello ,
this is very nice and realistic movie , Abhay deoal has performed very nicely , even all characters has done good.Kalki is ultimate.But this movie has some vulgarity so its for a specific group of people.
Over all movie is very nice.saying a very good message "Second chance in life"

Danish

Outbound email information - siebel

Hello ,
When we send email through F9 . it creates activity but dows not show mail info like(To,CC,BCC).we can get this inforamtion from S_EVT_MAIL that is extension table of S_EVT_ACT. either you can get all mail inforamtion from Communication->All Communication from client.but here you can't get BCC field value.For this you need to go in S_EVT_MAIL Table.If you have more info you can add ur comment here.
Danish

Recipient id field ( F9 )

Hello ,
When you click F9 in siebel it opens a popup with a number of record(in service : None,Service owner , service Contact),we could include more recipient record in this popup window .we need to do following.
create a user property "Recipient id field' on respective BC.
value : Id , tagrete BCname,Label.
my requirement was very different : i need a group id on that popup list , that was not specific to that record.it was specific to service Bc and nneed to be available to all records.So i created a calculated field on bc and created field for Id and put value 'ROW_ID' in calculated field.this ROW_ID is row_id of group contact in Contact BC.
It's working fine.

Danish

Visibility control at BC/View/Applet levels in Siebel

Hello ,
Siebel has given a huge points to configuring Visibility. mainly they are
1. Data level
2. View level
View level is control by responsibility.responsibility is collection of Views.
Data level is control by position .but a part from this
on BC level there are two properties : "Popup Visibility Auto All" & "Popup Visibility Type"
"Popup Visibility Auto All" : A TRUE or FALSE value.

If TRUE then if user has access to any "All" views, then pop-up visibility is All; otherwise pop-up visibility is determined by Popup Visibility Type property.

"Popup Visibility Type" :The type of pop-up visibility.

If null, then the default value of Sales Rep is used.According to ur position.

Same you can find properties in View and link .that also determine visibility rule.
Danish

Siebel - intellicence in e-script

Hi friend , you can get intellicence in E-script for that you need to do little bit configuration in .cfg file (Tool).
just add a line in CFG file(Tool)
EnableCLIScripting = TRUE

and then go to System Preference add a record

Enable ST Script Engine = True

Now go to tool ->option ->scripting and tick all 'ScriptAssit ' & 'engine setting' .

now you can get intellicence in escript.

Thanxs.

Formated Serial Number like TS-001

Hi friends , i need to generate a serial number like TS-008 for many entities , So to resolve this i used Triggered , i create a filed (sn) at tebel level & increment this by one. and create one other attribut - varchar through MSCRM. and write trigger like.
Create Trigger "abc"
on table
as
Begin
declare @x as int
select @x = SN from Table where created on = max(createdon)
Upadate table set attrib = 'TS-0' + @x
where SN = @x
end

Workflow Process Batch Manager - Repeating

Hi Friends , I came across a situation , where i need to configure workflow process batch manager -repeating . I configured repeating for 5 minutes.but it was not waiting for 5 minutes and start immidiate. becz there is a field repeating from populate it by "END".
Now it will work properly.
Danish

MSCRM - Even Capturing (Resolve Case etc)

Hi friends , Recently my client has a need to check some fields-population on case before resolution of case. it's very easy to implment , just go to MSCRM instaltion directory and change aspx page of case.In aspx page you need to add a java script function that ll validate all fields.
the syntex and name of function you can get in same folder .js file.It's given by MS.
So use thses to capture events.
Danish

Movie - 1920

Hi Friends , This is once again same movie as Ram Gopal Verma -Phookh , a compaign of spirituality . This movie is not so good compare to phookh & RAJ . All the actor have done better , but script is not so interesting and special effect are also not up to mark.
So its just okay movie.

Siebel - SIA BC Utility , CSSBCVSRF , System Preference

If you need to loop through records in workflow. Use Vanilla Business Service named 'SIA BC Utility Service'.
But makesure Parameter'From First' should be Y and BC should be part of BO of WF.(Input Argument of BS)
*You can use siebel Operation instead, But if you have to perform query on primary business Component of BO then you need to use SIA BC Utility.

CSSBCVSRF: This class is used for BC , that list all BC & their fields from SRF , not from Repository.Manily use for VBC. To init method of BS.

System Preference: a screen, is use to register a specific preference in Siebel . we can fetch any System preference in scripting .

val x = GetSystemPreference('MSSQL URL');

Movie - Rock On

Hi Friends , Abhishek Kapoor's film, Rock On, looks promising. produced by Farhan Akhtar and Ritesh Sidhwani,but it is mainly for youth who likes Rock songs. every one has done fantastic job.Movie is quit good & songs , specially "nana nan ana na" and last one song is very nice.Rock On sees Prachi Desai in a very different look, nothing like the bahu image we're used to. Movie is around to a unsuccessfull band.So Movie has sussed to convey message , that struggle never go lost.whole masal is in movie like Drama , suspence , sentimental etc . So i like this movie , it's not like "tare jamin.. or chakh de india" but in low banner , it's a good movie for specially youth , who have good impression of western culture.:-)

Siebel - Importing Views & Lov

Hi Friend , I was installing a siebel finance setup here in offsite , imported Dat & DDl sync done properly. But how can I register all view in Administration-Application-Views.So that all the views get visible on fron end.So i exported all the view in excel form fron end from dedicated client & by using EIM I imported all the views on siebel server.but one thing noticable we can not change , even add any view in Siebel administrator responsibilty , so we need to create new responsibility & associate all view to that and then assigned to user.Now it is working fine.Same we do for LOV , but only LOV can not be exported so before exporting Lov , we need to export LOV Type ,taken in exel from LOV Explorer at fron end. One thing also whenever change siebel repository name , need to restart tool .

MSCRM - Security Role

Hi friend , I came across a requirement , it was something like , user would not able to write a entity record but able to associate a other entity with that record (1:m). So i solved this by using append property of security roles. :-)

Movie - God Tusi Great ho

Hi friends , This movie is not up to mark as my aspectation , Movie start very properly having touch of patner commedy , but in last half movie bour a lot.Salman has done well but story of movie is not entertaning. Movie try to address people that don't ask to God becz you get for which you deserve. but the way they present is not so nice,Movie is very straight frwd so direction is very very negative.Commedy is also not so good and movie is not able to collect whole things properly.
So it is just Okay movie.. :-)

Siebel - DDL Sync Issues

Hi Friend , DDL Sync taked a long time in comparison to imprep.Imprep takes Dat file of any siebel server.In my case Dat file is prepared for siebel finance and underlying DB is Oracle. but here i am using MSSQL so I am facing some warning like
"The table has been created but its maximum row size(8343) exceed the maximum number of bytes per row(8060).Insert or Update of a row in this table will fail if the resulting row length exceed 8060 bytes"

I don't know why this warning is coming , & not sure that is coming due to underline Db

So I think a better way is to go through tool and Apply & Activate all tables.this do same things that DDL sync do.

:-)

Moral - 2

If you win you need not explain .. But if you lose you should not be there to explain...!!

Moral - 1

Skills , Knowledge , abilities and experiences are only useful if you are at the right place..!!