Essentiasl Vol2

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Module 31: Configuring Picklists
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Module Objectives
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½ 'LVWLQJXLVKEHWZHHQG\QDPLFDQGVWDWLFSLFNOLVWV
½ &UHDWHDQGPRGLI\DG\QDPLFSLFNOLVW
½ &UHDWHDQGPRGLI\DVWDWLFSLFNOLVW
½ &RQVWUDLQDSLFNOLVW
½ $GPLQLVWHUVWDWLFSLFNOLVWYDOXHV
u :K\\RXQHHGWRNQRZ
½ (QDEOHV\RXWRDGGSLFNOLVWVWR\RXU6LHEHODSSOLFDWLRQ
n $VVLVWVXVHUVLQHQWHULQJGDWD
n (QVXUHVRQO\OHJDOYDOXHVDUHHQWHUHG
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

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Picklists
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YDOXHIURPDOLVW
u &DQEHVWDWLFRUG\QDPLF
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Dynamic Picklist
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½ 9DOXHVGLVSOD\HGLQSLFNOLVWFKDQJHGXULQJUXQWLPH
u ,VXVHGWRXSGDWHMRLQHGILHOGV
u &RSLHVIRUHLJQNH\UHIHUHQFHWRWKHVHOHFWHGYDOXHLQWRGHVWLQDWLRQILHOG
½ 5HIOHFWVWKHFXUUHQWGDWDLQWKHGDWDEDVH
'LVSOD\V
YDOXHVTXHULHG
G\QDPLFDOO\
IURPWKH
$FFRXQW%&
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Static Picklist
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½ 9DOXHVGLVSOD\HGLQVWDWLFSLFNOLVWVGRQ¶WFKDQJHGXULQJUXQWLPH
u 'XSOLFDWHVWKHVHOHFWHGYDOXHLQWRGHVWLQDWLRQILHOG
½ 1ROLYHOLQNWRWKHRULJLQDOSLFNOLVWGDWD
u &DQEHERXQGHGRUXQERXQGHG
½ %RXQGHGSLFNOLVWIRUFHVXVHUVWRHQWHURQO\DYDOXHLQWKHSLFNOLVW
½ 8QERXQGHGSLFNOLVWSHUPLWVXVHUVWRHQWHUDQ\YDOXHLQWRWKHILHOG
3RSXS
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

The S_LST_OF_VAL Table

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u ([LVWVLQWKHDSSOLFDWLRQGDWDEDVH
u +DVYDOXHVHQWHUHGWKURXJK/LVWRI9DOXHV$GPLQLVWUDWLRQYLHZRUE\
EDWFKORDGLQJ
$FFHVVWRYLHZOLPLWHGWR
$SSOLFDWLRQ$GPLQLVWUDWRUV
6SHFLILHVDYDOXHLQ
WKH05B05SLFNOLVW
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Administering a Picklist
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½ 6HOHFWDQH[LVWLQJSLFNOLVWRUFUHDWHDQHZSLFNOLVWW\SHLQWKH/LVWRI9DOXHV
7\SHVDSSOHW
½ ([SDQGWKHW\SHDQGVHOHFWWKHFKLOG9DOXHVIROGHU
½ (GLWWKHSLFNOLVWYDOXHVLQWKH/LVWRI9DOXHV$SSOHW
2NWRVHWLQDFWLYH
'RQ¶WFKDQJHQDPHVRI
6LHEHOVXSSOLHGYDOXHV

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Fundamental Picklist Concepts

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u $UHDVVRFLDWHGZLWKDILHOGLQWKHRULJLQDWLQJEXVLQHVVFRPSRQHQW
u $UHLQYRNHGE\XVHU
u 'LVSOD\GDWDWRWKHXVHUIRUVHOHFWLRQ
u &RS\GDWDIURPWKHSLFNEXVLQHVVFRPSRQHQWLQWRWKHRULJLQDWLQJ
EXVLQHVVFRPSRQHQW
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

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Draw from Business Components
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½ 6SHFLILHGLQWKH3LFN/LVWREMHFWGHILQLWLRQ
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Draw from Business Components Continued

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½ 7\SH)LHOGVSHFLILHVWKHFROXPQWRGUDZGDWDIURP
½ 7\SH9DOXHVSHFLILHVWKH/LVWRI9DOXHVW\SHWRVHOHFW

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

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Picklist Associated with a Field
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u 6SHFLILHGE\WKH3LFN/LVWSURSHUW\LQDILHOGLQWKHRULJLQDWLQJ
EXVLQHVVFRPSRQHQW
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Invoking a Picklist
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OLVWFROXPQLQDQDSSOHW
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6HWUXQWLPHSURSHUW\
WR758(WRGLVSOD\
WKHGURSGRZQER[

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

0RGXOH
Displaying Values to Users
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½ )ORDWVRQWRSRIUHJXODUDSSOHW
'LVSOD\V
YDOXHVTXHULHG
G\QDPLFDOO\
IURPWKH
$FFRXQW%&

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Pick Applet
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½ &DQH[SRVHDGGLWLRQDOFROXPQVWRDVVLVWXVHUVZLWKPDNLQJFKRLFH
u ,VVSHFLILHGE\WKH3LFN$SSOHWSURSHUW\LQWKHLQYRNLQJFRQWURO

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Popup box
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½ 1RQHHGWRVHWWKH3LFN$SSOHWSURSHUW\LQWKHLQYRNLQJFRQWURO
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Pick Map
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ILHOGLQWKHRULJLQDWLQJEXVLQHVVFRPSRQHQWWRFRS\WR
u ,VDFKLOGGHILQLWLRQRIWKHILHOGWRZKLFKWKHSLFNOLVWLVDVVLJQHG

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

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Pick Map for Dynamic Picklists
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½ 8SGDWHVWKHYDOXHVGLVSOD\HGLQWKHDSSOHW
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½ 8SGDWHVWKH).ILHOGVRQHZYDOXHVDUHUHWULHYHGLQIXWXUH
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Pick Maps for Static Picklists

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0RGXOH
Creating a New Picklist
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½ 6HOHFWWKHEXVLQHVVFRPSRQHQWDQGILHOG
u )RUG\QDPLFSLFNOLVWVLQGLFDWHWKHEXVLQHVVFRPSRQHQWDQGSLFN
DSSOHWWRXVH
½ &DQKDYHZL]DUGEXLOGQHZSLFNDSSOHWLIGHVLUHG
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WKH6B/67B2)B9$/WDEOH

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Constrained Picklists
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6KRZVRQO\FRQWDFWV
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WKHSDUHQWUHFRUG

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Constraining a Picklist
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u 6HWWKH&RQVWUDLQSURSHUW\WR758(IRUHDFKRIWKHPDWFKLQJILHOGV
½ )LOWHUVWKHSLFNEXVLQHVVFRPSRQHQWUHFRUGVIRUPDWFKHV
½ 'RHVQRWFRS\YDOXHVIRUWKHILHOG
&RQVWUDLQWRUHWXUQRQO\
YDOXHVZLWKPDWFKHV

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Summary
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½ 'LVWLQJXLVKEHWZHHQG\QDPLFDQGVWDWLFSLFNOLVWV
½ &UHDWHDQGPRGLI\DG\QDPLFSLFNOLVW
½ &UHDWHDQGPRGLI\DVWDWLFSLFNOLVW
½ &RQVWUDLQDSLFNOLVW
½ $GPLQLQVWHUVWDWLFSLFNOLVWYDOXHV

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Labs
u /DE
½ &UHDWHDQHZFRQWDFWILHOGXVLQJWKHH[WHQVLRQWDEOH
u /DE
½ &UHDWHDQHZVWDWLFSLFNOLVW
u /DE
½ ,GHQWLI\DQGUHXVHDQH[LVWLQJG\QDPLFSLFNOLVW
u /DE
½ &UHDWHDQHZSLFNDSSOHW

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Lab Review
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u 'LVFXVVWKHVROXWLRQVWRWKHTXHVWLRQVDVNHG

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&RQILJXULQJ0XOWL9DOXH)LHOGV
Module 32: Configuring Multi-Value Fields
0RGXOH

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Module Objectives
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½ 'LVSOD\WKHFKLOGGDWDLQD09*DSSOHW
½ &UHDWHDSULPDU\IRUWKHPXOWLYDOXHILHOG
u :K\\RXQHHGWRNQRZ
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n 0RUHFKLOGGDWDFDQEHDYDLODEOHZLWKLQDYLHZ
n 0RUHHIIHFWLYHXVHRIVFUHHQVSDFH
½ 8QGHUVWDQGLQJKRZWRFRQILJXUHSULPDULHVIRUPXOWLYDOXHILHOGVFDQ
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Multi Value Fields

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LQDWDEOH
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½ $OWHUQDWLYHWRDGHWDLOYLHZZLWKDSSOHWV
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8
1
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MVG Applet
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u 0XOWL9DOXH*URXSDSSOHWDOORZVIRUWKHGLVSOD\RIDOOFKLOGUHFRUGV
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Advantages of MVG
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½ $OORZVXVHUVWRVHHFKLOGUHFRUGVIRUPXOWLSOHSDUHQWUHFRUGV
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0RGXOH
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Fundamental MVF Concepts

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Multi Value Link

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EXVLQHVVFRPSRQHQWVDUHUHODWHG
0RGXOH

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Multi Value Field

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Multi Value Group Applet

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0RGXOH

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Associate Applets
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½ $OORZFKLOGUHFRUGVWREHDGGHGWRWKH09*DSSOHW

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Invoking a MVG Applet

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OLVWFROXPQ
u &RQWURO/LVWFROXPQPDSVWRPXOWLYDOXHILHOG
)LHOGFRQWUROLVRQ
0RGXOH
6HW09*$SSOHW
6HW5XQWLPH758(

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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

MVF Performance Considerations

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FKLOGUHFRUGWRGLVSOD\LQWKHSDUHQWDSSOHW
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½ 5HTXLUHVTXHULHVWRSRSXODWHWKHIRUPDSSOHW
09)V

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MVF Performance Considerations Continued

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Primary for a MVF

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u 7RLPSURYHSHUIRUPDQFHXVHDIRUHLJQNH\LQWKHSDUHQWUHFRUGWKDW
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½ &UHDWHVD0UHODWLRQVKLSEHWZHHQWKHSDUHQWDQGSULPDU\FKLOGUHFRUG
½ $OORZVDVLQJOHTXHU\XVLQJD64/MRLQWRUHWULHYHWKHSDUHQWDQG
SULPDU\FKLOGUHFRUGIRUGLVSOD\LQWKHSDUHQWDSSOHW
$GGDIRUHLJQNH\ILHOG
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Performance With Primaries

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Labs
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Lab Review
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Module 33: Configuring Visibility
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Module Objectives
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View Types
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My Personal View
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My Team’s View
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All View
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Administration Views
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Labs
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Lab Review
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Module 34: Scripting
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Module Objectives
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Determine EIM Required Columns in Bookshelf

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½ ([DPSOH(,0FROXPQV1$0($&&17B%8',6$B&/($16(B)/*
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Determine EIM Columns in Tools

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Determine Base Required Columns in Tools

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½ (,0GRHVQRWUHFRJQL]HQRQV\VWHPGHIDXOWYDOXHV
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Determine EIM Required Columns in Tools

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Verify Mappings
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Document Mappings
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½ (,0DQGFRQILJXUDWLRQWDVNVDUHRIWHQSHUIRUPHGE\GLIIHUHQWSHRSOH
½ $YRLGUHGRLQJWDVNVLIWHDPPHPEHUVOHDYHWKHSURMHFW
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Summary
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LPSRUWH[WHUQDOVRXUFHGDWDLQWR6LHEHOEDVHGHVWLQDWLRQWDEOHVDQG
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Labs
u /DE
½ 0DSH[WHUQDOSURGXFWGDWDWR(,0WDEOHVDQGEDVHWDEOHV
u /DE
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Lab Review
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Module 39: Running Enterprise Integration

Manager
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Module Objectives
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½ 0RGLI\FRQILJXUDWLRQLIEILOHV
½ 5XQDQ(QWHUSULVH,QWHJUDWLRQ0DQDJHU(,0VHUYHUWDVN
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Interface Table Structure

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EIM T_ Columns
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Load EIM Tables

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Verify EIM Load

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Processing Order
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½ 7DEOHVWKDWDUHUHIHUHQFHGYLDIRUHLJQNH\PXVWEHORDGHGILUVW
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Configuration (.ifb) file

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EIM Processing
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EIM and Transaction Logging

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Run EIM Task

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½ &UHDWHDQ(,0WDVN
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Create EIM Task

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Set Parameters
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Run Task
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Monitor EIM Task

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Verify EIM Task

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Verify Logs
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Verify Tables
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Common IF_ROW_STAT Values

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Verify Data
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Remove Data from EIM Tables

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Summary
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½ 0RGLI\FRQILJXUDWLRQLIEILOHV
½ 5XQDQ(QWHUSULVH,QWHJUDWLRQ0DQDJHU(,0VHUYHUWDVN

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Labs
u /DE
½ /RDGSURGXFWGDWDLQWRWKHLQWHUIDFHWDEOH
u /DE
½ ,PSRUWSURGXFWGDWDIURPWKHLQWHUIDFHWDEOHWREDVHWDEOH
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0RGXOH
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Lab Review

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6HWWLQJ(QWHUSULVH,QWHJUDWLRQ0DQDJHU2SWLRQV
Module 40: Setting Enterprise Integration

Manager Options
0RGXOH
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Module Objectives
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½ 6HWWURXEOHVKRRWLQJIODJV
½ ([WHQGLQWHUIDFH(,0WDEOHVWRVXSSRUWEDVHWDEOHFROXPQH[WHQVLRQV
½ 8VH(QWHUSULVH,QWHJUDWLRQ0DQDJHU(,0WRVHWH[SOLFLWSULPDULHV
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Configuration (.ifb) Parameters

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Process Options
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Process Options Continued

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Import Options
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Set Troubleshooting Flags

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½ 7UDFH)ODJ
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Deletes
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Populate Extension Columns

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½ $GGDQH[WHQVLRQFROXPQWRWKH(,0WDEOH
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Add EIM Extension Column

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Map EIM Column

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Test the Mapping

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½ /RFDOGDWDEDVHVGRQRWKDYH(,0WDEOHV
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Primaries
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½ 3URYLGHVIRUHQKDQFHGUXQWLPHSHUIRUPDQFH
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Explicit Primaries
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½ 8VHZKHQWKHH[WHUQDOV\VWHPNQRZVZKLFKFKLOGVKRXOGEHSULPDU\
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Implicit Primaries
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½ 8VHZKHQWKHH[WHUQDOV\VWHPGRHVQ
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Summary
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½ 6HWWURXEOHVKRRWLQJIODJV
½ ([WHQGLQWHUIDFH(,0WDEOHVWRVXSSRUWEDVHWDEOHFROXPQH[WHQVLRQV
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Labs
u /DE
½ /RDGFRPSDQ\GDWDLQWRWKHLQWHUIDFHWDEOH
u /DE
½ ,PSRUWFRPSDQ\GDWDIURPWKHLQWHUIDFHWDEOHWREDVHWDEOHVXVLQJ
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Lab Review

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Module 41: Assignment Manager
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Module Objectives
½ 'HILQHWKHFRQFHSWRIDXWRPDWLFZRUNDVVLJQPHQW
½ ,GHQWLI\WKHFRPSRQHQWVXVHGE\$VVLJQPHQW0DQDJHU
u :K\\RXQHHGWRNQRZ
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½ 1HZZRUNZLOODOZD\VEHDVVLJQHGVRVRPHRQHLVUHVSRQVLEOHQRWKLQJ
IDOOVWKURXJKWKHFUDFNV
½ ,WLVHDV\WRUHDVVLJQPRVWHYHU\WKLQJLQWKHGDWDEDVHLIDQHZEXVLQHVV
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Scenario
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½ *HRJUDSKLFORFDWLRQLQWKH86
½ 3URGXFW
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Whom should we assign?
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How Does Assignment Manager Work?

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Assignment Manager Elements
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½ &DQGLGDWHVWKHSHRSOHRUSRVLWLRQVWREHHYDOXDWHGDVSRWHQWLDO
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Workload Criteria
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Skills
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Making Assignments
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n 2EMHFWV
n $VVLJQPHQWFULWHULD
n &ULWHULDYDOXHV
n $VVLJQPHQWDWWULEXWHV

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Running Assignment Manager
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Summary
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½ 7KHFRQFHSWRIDXWRPDWLFZRUNDVVLJQPHQWV
½ 7KHFRPSRQHQWVXVHGE\$VVLJQPHQW0DQDJHU

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Module 42: Sales Assignment Rules
0RGXOH

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Module Objectives
½ 'HILQHVDOHVDVVLJQPHQWUXOHV
u :K\\RXQHHGWRNQRZ
VWUDWHJ\LVDGRSWHG
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Sales Assignment Rule

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½ 7KHUXOHWRHQIRUFH
½ 7KHDVVLJQPHQWREMHFWWRXVH
½ &DQGLGDWHSRVLWLRQV
½ 2SWLRQDOO\GHILQHSRVLWLRQVNLOOVWRXVHLQWKHUXOH
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Define the Rule

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$VVLJQPHQW2EMHFW
3ULPDU\3RVLWLRQIRUDVVLJQPHQW
$VVLJQHHV
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Assignment Objects
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½ 2SSRUWXQLW\
½ $FFRXQW
½ &RQWDFW
½ &DPSDLJQ
½ 6HUYLFH5HTXHVW
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½ 3URGXFW'HIHFW
½ $FWLYLW\
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scores
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u 6FRUHVFDQEHHQWHUHGDWPXOWLSOHOHYHOV
½ $VVLJQPHQWUXOHV
½ $VVLJQPHQWFULWHULD
½ $VVLJQPHQWFULWHULDYDOXHV
½ (PSOR\HHVFRUH
½ 3RVLWLRQVFRUH
u &DQGLGDWHVZLWKWKHKLJKHUVFRUHVDUHVHOHFWHGILUVW
u 6FRUHVDUHXVHGLQFRQMXQFWLRQZLWK$VVLJQHHVIURP5XOH
u 7\SLFDOO\VFRUHVDUHQRWXVHGZLWKVDOHVDVVLJQPHQWVEXWZLWKVHUYLFH
DVVLJQPHQWV
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Assignees from Rule

u $OO$ERYH0LQLPXP
½ 8VHDOOFDQGLGDWHVZLWKDVFRUH! PLQLPXPVFRUH
u $OO0XVW$VVLJQ
½ ,IPLQLPXPVFRUHLVXVHGKLJKHVWVFRULQJFDQGLGDWHLVXVHGHYHQLI
FDQGLGDWH¶VVFRUHPLQLPXP
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½ 7KHEHVWKLJKHVWVFRULQJRUSRVLWLRQIURPWKLVUXOHZLOOEHDFDQGLGDWH
IRUDVVLJQPHQW
u 2QH5DQGRP
½ $VVLJQRQHUDQGRPSHUVRQ
½ ,IPLQLPXPVFRUHLVXVHGKLJKHVWVFRULQJSHUVRQ! PLQLPXPVFRUHLV
FDQGLGDWHIRUDVVLJQPHQW
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Define the Assignment Criteria

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Comparison Method
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REMHFWVWKDWSRVVHVVWKHUHTXLUHGFULWHULDYDOXHVTXDOLI\IRUWKLVFULWHULD
u &RPSDUH2EMHFWWR3HUVRQFRPSDUHVREMHFWDWWULEXWHVWRFDQGLGDWH
DWWULEXWHVFDQGLGDWHVWKDWSRVVHVVWKHDWWULEXWHVUHTXLUHGE\WKHREMHFW
TXDOLI\IRUWKLVFULWHULD
u &RPSDUHWR3HUVRQFRPSDUHVFULWHULDYDOXHVWRFDQGLGDWHDWWULEXWHV
0RGXOH
&DQGLGDWHVWKDWSRVVHVVWKHDWWULEXWHVUHTXLUHGE\WKHFULWHULDTXDOLI\
IRUWKLVFULWHULD
u &RPSDUHWR2UJDQL]DWLRQFRPSDUHVFULWHULDYDOXHVWRRUJDQL]DWLRQ
VNLOOVREMHFWVWKDWSRVVHVVWKHUHTXLUHGFULWHULDYDOXHVTXDOLI\IRUWKLV
FULWHULD
u &RPSDUH2EMHFWWR2UJDQL]DWLRQFRPSDUHVREMHFWDWWULEXWHVWR
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Compare to Object
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2SSRUWXQLW\
/DSWRSV
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'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Compare to Person
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½ 5HTXLUHVVNLOOVWREHSUHGHILQHGIRUWKHSRVLWLRQHPSOR\HH
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Compare Object to Person

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DWWULEXWHVVNLOOVYDOXHV
([SHUWLVHUHTXLUHGWR
KDQGOHWKH2SSRUWXQLW\
&DQGLGDWH([SHUWLVH
2337<
/DSWRSV
6DQ)UDQFLVFR&$

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Inclusion Methods
u ,QFOXGH
½ $WOHDVWRQHYDOXHQHHGVWRPDWFKREMHFWFDQGLGDWHDWWULEXWH
u ,QFOXGH$OO
½ $OOREMHFWFDQGLGDWHDWWULEXWHVPXVWPDWFKYDOXHV
u ([FOXGH
½
0RGXOH
1RYDOXHVVKRXOGPDWFKREMHFWFDQGLGDWHDWWULEXWHV

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Exclusive
u 8VHGWRSULRULWL]HWKHFDQGLGDWHVVDWLVI\LQJDUXOHDVWKHILUVWFKRLFHV
u &DQGLGDWHVIRUWKLVDVVLJQPHQWUXOHVXSHUVHGHFDQGLGDWHVWKDW
TXDOLILHGIRUDOORWKHUQRQH[FOXVLYHDVVLJQPHQWUXOHV
0DNLQJDUXOHH[FOXVLYH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Define Assignment Positions

u 6FUHHQV→$VVLJQPHQW$GPLQLVWUDWLRQ→$VVLJQPHQW3RVLWLRQV
u 'HILQHDOOSRVLWLRQFDQGLGDWHVIRUDVVLJQPHQWRUFKHFNWKH$OO3HRSOH
ER[WRPDNHDOOSRVLWLRQVFDQGLGDWHV
&KHFNWRLQFOXGHDOOSRVLWLRQV
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Release Assignment Rules

u 5HOHDVHWKHUXOHVRQFHWKH\DUHVSHFLILHG
½ 1DYLJDWHWR6FUHHQV→$VVLJQPHQW$GPLQLVWUDWLRQ→$VVLJQPHQW5XOHV
½ &OLFN5HOHDVHEXWWRQ
u $VVLJQPHQW0DQDJHUDFWVRQDFWLYHUHOHDVHGUXOHV
u 5HOHDVHUXOHVDJDLQZKHQFKDQJHVDUHPDGHWRWKHP
5HOHDVH5XOHV
(QWHUWKH$FWLYDWLRQ'DWH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scenario
u $FRPSDQ\GLYLGHVLWVVDOHVWHUULWRULHVEDVHGRQWZRFULWHULD
½ *HRJUDSKLFORFDWLRQLQWKH86
½ 3URGXFW %LOO6RXWK
u $VVLJQRQH6DOHV5HSUHVHQWDWLYHSHURSSRUWXQLW\ 6DOHV5HS(DVW
6NLOOV&HOO
&HQWUDO86 3KRQHV
0RGXOH
:HVWHUQ86
(DVWHUQ86
/DSWRS2SSRUWXQLWLHV
&HOO3KRQH2SSRUWXQLWLHV
&HOO3KRQH2SSRUWXQLWLHV
-DQH(DVW
6DOHV5HS:HVW /DSWRS2SSRUWXQLWLHV
6NLOOV/DSWRSV
*ORULD:HVW
6DOHV5HS:HVW

6NLOOV&HOO3KRQHV
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scenario Continued
u ,QWKHVFHQDULR
½ $VVLJQPHQW2EMHFWLV2SSRUWXQLW\
½ &DQGLGDWHVDUH6DOHV5HS6DOHV5HSDQG6DOHV5HS
n 3RVLWLRQVDUHDVVLJQHGWR2SSRUWXQLWLHV
½ $VVLJQPHQW5XOH
n 2SSRUWXQLW\VWDWH 6DOHV5HSVWDWH
n 2SSRUWXQLW\3URGXFW 6DOHV5HSSURGXFW

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scenario Continued
u 5XOHVDQGYDOXHVIRUVFHQDULR
$VVLJQPHQW5XOH
$VVLJQPHQW2EMHFW 2SSRUWXQLW\
$VVLJQPHQW&ULWHULD $FFRXQW6WDWH 3URGXFW
&RPSDULVRQ0HWKRG &RPSDUH2EMHFWWR3HUVRQ &RPSDUH2EMHFWWR3HUVRQ
,QFOXVLRQ0HWKRG ,QFOXGH ,QFOXGH
9DOXHV
0RGXOH
&DQGLGDWHV 6DOHV5HS
6DOHV5HS
6DOHV5HS
3RVLWLRQ 3RVLWLRQ6NLOO
6DOHV5HS $FFRXQWVWDWH &$
3URGXFW /DSWRSV
6DOHV5HS $FFRXQWVWDWH &$
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6DOHV5HS $FFRXQWVWDWH )/
3URGXFW &HOOSKRQHV

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Conflicts
u $VVLJQPHQW0DQDJHUUHFRJQL]HVWKHIROORZLQJFRQIOLFWVFHQDULRVDQG
KDQGOHVWKHPDVIROORZV
½ &RQIOLFWEHWZHHQWZRUXOHVZLWKVDPHVFRUH
n $VVLJQVERWKUXOHVDQGWKH6\VWHP$GPLQLVWUDWRUWRWKHWHDP0DNHVWKH
6\VWHP$GPLQLVWUDWRUSULPDU\RQWKHWHDP
½ &RQIOLFWEHWZHHQWZRH[FOXVLYHUXOHVZLWKWKHVDPHVFRUH
n $VVLJQV6\VWHP$GPLQLVWUDWRUWRWKHWHDPDVSULPDU\
½ &DQQRWPDWFKDQLWHPZLWKDQ\UXOHV
n $VVLJQV6\VWHP$GPLQLVWUDWRUWRWKHWHDPDVSULPDU\
u 7KH'HIDXOW$VVLJQHHSDUDPHWHUGHWHUPLQHVZKLFKSRVLWLRQKDV
YLVLELOLW\WRGDWDWKDW$0FDQQRWDVVLJQ

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Summary
½ +RZWRFUHDWHVDOHVDVVLJQPHQWUXOHV
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Labs
u /DE
½ &UHDWHDQDVVLJQPHQWUXOHWRDVVLJQWKHFRPSDQ\GDWDLPSRUWHG
SUHYLRXVO\ZLWK(,0

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Lab Review
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

6HUYLFH$VVLJQPHQWUXOHV
Module 43: Service Assignment Rules
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Module Objectives
½ 'HILQHVHUYLFHDVVLJQPHQWUXOHV
u :K\\RXQHHGWRNQRZ
½ <RXFDQDXWRPDWLFDOO\EDODQFHWKHZRUNDFURVVWKHDYDLODEOHSHRSOH
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Service Assignment Rule

u )RUDVHUYLFHDVVLJQPHQWUXOH\RXGHILQH
½ 7KHUXOHWRHQIRUFH
½ 7KHDVVLJQPHQWREMHFWWRXVH
½ &DQGLGDWHHPSOR\HHV
½ 2SWLRQDOO\GHILQH
n (PSOR\HHVVNLOOVWRXVHLQWKHUXOH
n :RUNORDGFULWHULD
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Define the Rule

u 'HILQLQJDVHUYLFHUXOHDQGVHOHFWLQJWKHDVVLJQPHQWREMHFWLVWKH
VDPHDVDVDOHVUXOH
$VVLJQPHQW2EMHFW
3ULPDU\(PSOR\HHIRUDVVLJQPHQW
$VVLJQHHV
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Rule Types
u 5XOHW\SHVDUHWKHVDPHIRUDVHUYLFHDVVLJQPHQW
½ $OO$ERYH0LQLPXP
n 8VHDOOFDQGLGDWHVZLWKDVFRUH! PLQLPXPVFRUH
½ $OO0XVW$VVLJQ
n 8VHDOOFDQGLGDWHVZLWKDVFRUH! PLQLPXPVFRUH
n ,IPLQLPXPVFRUHLVXVHGWKHQKLJKHVWVFRULQJFDQGLGDWHLVDVVLJQHGHYHQLI
FDQGLGDWH¶VVFRUHPLQLPXP
½ 2QH%HVW)LW
n 7KHKLJKHVWVFRULQJFDQGLGDWHIURPWKLVUXOHZLOOEHDVVLJQHG
½ 2QH5DQGRP
n $VVLJQRQHUDQGRPFDQGLGDWH
n ,IPLQLPXPVFRUHLVXVHGWKHQKLJKHVWVFRULQJFDQGLGDWH! PLQLPXPVFRUH
LVDVVLJQHG
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Workload Criteria
u 6FUHHQV→ $VVLJQPHQW$GPLQLVWUDWLRQ→ $VVLJQPHQW:RUNORDG

u 8VH:RUNORDG5XOHVWRSUHYHQWHPSOR\HHRYHUORDGE\VSHFLI\LQJ
0D[/RDG
0D[LPXPORDG
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scores
u 6FRUHVDUHWKHVDPHIRUVHUYLFHDVVLJQPHQWV
u 7\SLFDOO\VFRUHVDUHXVHGZLWKVHUYLFHDVVLJQPHQWV
u 6FRUHVFDQEHHQWHUHGDWPXOWLSOHOHYHOV
½ $VVLJQPHQWUXOHV
½ $VVLJQPHQWFULWHULD
½ $VVLJQPHQWFULWHULDYDOXHV
½ (PSOR\HHVFRUH
u &DQGLGDWHVZLWKWKHKLJKHUVFRUHVDUHVHOHFWHGILUVW
u 6FRUHVDUHXVHGLQFRQMXQFWLRQZLWK5XOHW\SH
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scores Continued
u 3ODFHVWRHQWHUVFRUHV
5XOHVFRUH 0LQLPXPVFRUH
&ULWHULDVFRUH
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Minimum Score
u +HOSVWRPHHWDFHUWDLQDPRXQWRIFULWHULD
u (DFKFDQGLGDWHZLWKDVFRUH! 0LQLPXP6FRUHLVDSRWHQWLDO
DVVLJQHH
0LQLPXP6FRUH
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

How Does AM Find the Best Candidate?

u $0FDOFXODWHVVFRUHIRUHDFKFDQGLGDWH
u +LJKHVWVFRULQJFDQGLGDWHLVFRQVLGHUHG³EHVWPDWFK´

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scoring
u (DFKWLPHWKHUHLVDPDWFKDGGFRQWULEXWLRQWRWRWDOVFRUHIRUHDFK
SRVLWLRQHPSOR\HH

(03/2<((
$GG
58/( 0DWFKLQJ
$WWULEXWHV

&5,7(5,$ :25./2$'
3HUIRUPD

FDOFXODWLRQ
9$/8(
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Defining Scores
u 7RXVHVFRUHVUDQNFULWHULDIURPOHDVWWRPRVWLPSRUWDQW
u $VVLJQKLJKHUVFRUHVWRWKHPRUHLPSRUWDQWFULWHULDDQGORZHUVFRUHV
WRWKHOHVVLPSRUWDQWFULWHULD
+DYLQJDQ
DYDLODEOHHPSOR\HH
LVPRVWLPSRUWDQW
(03/2<((
58/(
:25./2$'
&5,7(5,$
0D[/RDG 65¶V
3URGXFW

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Calculating Score
58/( :25./2$'
0D[/RDG 65V
&5,7(5,$
3URGXFW
3URGXFW +DUG'LVN
(OOHQ 6WHYHQ
6NLOOV+DUG'LVN
&XUUHQW:RUNORDG 65V 6NLOOV+DUG'LVN
&XUUHQW:RUNORDG 65V
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Comparison Method
u &RPSDULVRQPHWKRGVDUHWKHVDPHIRUVHUYLFHDVVLJQPHQWV
u &RPSDUHWR2EMHFW FRPSDUHVFULWHULDYDOXHVWRREMHFWDWWULEXWHV
REMHFWVWKDWSRVVHVVWKHUHTXLUHGFULWHULDYDOXHVTXDOLI\IRUWKLVFULWHULD
u &RPSDUH2EMHFWWR3HUVRQ FRPSDUHVREMHFWDWWULEXWHVWRFDQGLGDWH
DWWULEXWHVFDQGLGDWHVWKDWSRVVHVVWKHDWWULEXWHVUHTXLUHGE\WKHREMHFW
TXDOLI\IRUWKLVFULWHULD
u &RPSDUHWR3HUVRQ FRPSDUHVFULWHULDYDOXHVWRFDQGLGDWHDWWULEXWHV
&DQGLGDWHVWKDWSRVVHVVWKHDWWULEXWHVUHTXLUHGE\WKHFULWHULDTXDOLI\
IRUWKLVFULWHULD
u &RPSDUHWR2UJDQL]DWLRQ FRPSDUHVFULWHULDYDOXHVWRRUJDQL]DWLRQ
VNLOOVREMHFWVWKDWSRVVHVVWKHUHTXLUHGFULWHULDYDOXHVTXDOLI\IRUWKLV
FULWHULD
u &RPSDUH2EMHFWWR2UJDQL]DWLRQ FRPSDUHVREMHFWDWWULEXWHVWR
RUJDQL]DWLRQVNLOOVFDQGLGDWHVWKDWSRVVHVVWKHDWWULEXWHVUHTXLUHGE\
WKHREMHFWTXDOLI\IRUWKLVFULWHULD

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Inclusion Methods
u ,QFOXVLRQPHWKRGVDUHWKHVDPHIRUVHUYLFHDVVLJQPHQWV
u ,QFOXGH
½ $WOHDVWRQHYDOXHQHHGVWRPDWFKREMHFWFDQGLGDWHDWWULEXWH
u ,QFOXGH$OO
½ $OOREMHFWFDQGLGDWHDWWULEXWHVPXVWPDWFKYDOXHV
u ([FOXGH
½ 1RYDOXHVVKRXOGPDWFKREMHFWFDQGLGDWHDWWULEXWHV
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Define Assignment Employees

u 6HOHFW6FUHHQV→ $VVLJQPHQW$GPLQLVWUDWLRQ→ (PSOR\HHV
u 6HOHFWWKHHPSOR\HHVZKRZLOOEHFDQGLGDWHV IRUDVVLJQPHQW
u &DQVHOHFWDOOHPSOR\HHVE\FKHFNLQJWKH$OO3HRSOHILHOG

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Release Assignment Rules

u 5HOHDVHWKHUXOHVRQFHWKH\DUHVSHFLILHG
½ 1DYLJDWHWR6FUHHQV→ $VVLJQPHQW$GPLQLVWUDWLRQ→ $VVLJQPHQW
5XOHV
½ &OLFN5HOHDVHEXWWRQ
5HOHDVH5XOHV
u $VVLJQPHQW0DQDJHUDFWVRQDFWLYHUHOHDVHGUXOHV
(QWHUWKH$FWLYDWLRQ'DWH
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scenario
u $VVLJQWKHOHDVWXWLOL]HGVHUYLFHUHSUHVHQWDWLYHZLWKDSSURSULDWHVNLOOV
½ $VVLJQPHQW2EMHFWLV6HUYLFH5HTXHVW
½ &DQGLGDWHVDUH$OO3HRSOH
n (PSOR\HHVDUHDVVLJQHGWR6HUYLFH5HTXHVWV
½ $VVLJQPHQW5XOH
n 3URGXFW'HIHFW6WDWXV 2SHQ
n 3URGXFW 6HUYLFHUHSVNLOO
n 0D[LPXP/RDG

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Scenario Rules
u 5XOHVDQGYDOXHVIRUVFHQDULR
$VVLJQPHQW5XOH
$VVLJQPHQW2EMHFW 6HUYLFH5HTXHVW
$VVLJQPHQW&ULWHULD 3URGXFW'HIHFW6WDWXV 3URGXFW
&RPSDULVRQ0HWKRG &RPSDUHWR2EMHFW &RPSDUH2EMHFWWR3HUVRQ
,QFOXVLRQ0HWKRG ,QFOXGH ,QFOXGH
9DOXHV
&DQGLGDWHV &KHFN$OO3HRSOHER[
0D[/RDG
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Summary
½ 7KHFRPSRQHQWVIRUDVHUYLFHDVVLJQPHQWUXOH
½ +RZWRFUHDWHVHUYLFHDVVLJQPHQWUXOHV

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Labs
u /DE
½ &UHDWHDQDVVLJQPHQWUXOHWRDVVLJQVHUYLFHUHTXHVWVWRDTXDOLILHG
WHFKQLFLDQZLWKWKHORZHVWZRUNORDG
0RGXOH

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Lab Review

&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

5XQQLQJ$VVLJQPHQW0DQDJHU
Module 44: Running Assignment Manager
0RGXOH
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Module Objectives
½ 6HW$VVLJQPHQW2EMHFWUXQWLPHSDUDPHWHUV
½ 5XQ$VVLJQPHQW0DQDJHULQWKUHHGLIIHUHQWPRGHV
½ 7HVWDQGYDOLGDWH\RXU$VVLJQPHQW5XOHV
½ 7URXEOHVKRRW
u :K\\RXQHHGWRNQRZ
VWUDWHJ\LVDGRSWHG
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Running Assignment Manager

u $VVLJQPHQW0DQDJHULVDPXOWLWKUHDGHGFRPSRQHQWUXQQLQJRQD
6LHEHO6HUYHU
½ 6SDZQVVHSDUDWHWKUHDGIRUHDFK$VVLJQPHQW5HTXHVW
½ /RDGVGDWDEDVHWDEOHVIRUUXOHDQGREMHFWGHILQLWLRQVLQWRPHPRU\
u $VVLJQPHQW0DQDJHUUXQVLQWZRSKDVHV
½ 3KDVH4XDOLILFDWLRQ
n 0DWFKHV$WWULEXWHV
n 0DWFKHV6NLOOV
½ 3KDVH$VVLJQPHQW
0RGXOH
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Setting Assignment Object Parameters

u (DFK$VVLJQPHQW2EMHFWKDVLWVRZQVHWRIUXQWLPHSDUDPHWHUVRU
DWWULEXWHV
u 8VH6LHEHO7RROVWRYLHZRUFKDQJHGHIDXOWVHWWLQJV
&2 0 3$ 1< &2 1) , '( 1 7 , $/ $1 '3 5 2 3 5, ( 7$ 5< ,1 ) 2 5 0$7 , 2 1
'8 3 /, &$7 , 2 1 , 6 3 52 + ,% , 7 ( '

Three Ways to Run Assignment Manager

u %DWFK$VVLJQPHQW
½ $OORZVDVVLJQPHQWRUUHDVVLJQPHQWRIDOOREMHFWVXVLQJWKHQHZ
DVVLJQPHQWUXOHV
½ ([DPSOH1HHGWRLPSOHPHQWDWHUULWRU\UHDOLJQPHQWDFURVVDOOH[LVWLQJ
DFFRXQWVDQGRSSRUWXQLWLHV
u '\QDPLF$VVLJQPHQW
½ $OORZVXVHUVWRFUHDWHDVVLJQPHQWVDVRWKHUXVHUVDQGVHUYHUSURJUDPV
FKDQJHREMHFWDWWULEXWHV
½ ([DPSOH8VHUFKDQJHVUHYHQXHRUDGGUHVVRIDQ2SSRUWXQLW\'\QDPLF
$VVLJQPHQWDXWRPDWLFDOO\LQYRNHV$VVLJQPHQW0DQDJHUWRUHDVVLJQWKH
2SSRUWXQLW\WRDGLIIHUHQWWHUULWRU\RUVDOHVWHDPDVQHFHVVDU\
u ,QWHUDFWLYH$VVLJQPHQW
½ $OORZVXVHUWRYLHZDOLVWRIDVVLJQHHVJHQHUDWHGE\$VVLJQPHQW
0DQDJHUDQGUHDVVLJQLQUHDOWLPH
½ ([DPSOH1HHGWRDVVLJQDVSHFLILFSRVLWLRQHPSOR\HHWKDWWKHUXOHZLOO
QRWVHOHFW
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Module 45: Enforcing Business Rules Using

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Module Training Objectives

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Module 46: Workflow Processes
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Module 47: Workflow Policies
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Module Objectives
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Defining a Workflow Policy

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Module 48: Configuring Components for

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Steps to Run Workflow Policies

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Escalation Request Table

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Optimize Workflow Groups

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Labs
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Lab Review
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Module 49: Using Remote
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Module Objectives
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Lab Review

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Section 6: Deployment
Module 51: Environment Migration
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Module Objectives
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Why Migrate Between Environments?
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Different Types of Data

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Prepare Source Environment
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Prepare Target Environment

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Alternatives for Populating Target Database
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Alternatives for Populating Target Database Continued
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Using Dev2Prod to Migrate Schema

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Using Siebel Utilities to Migrate User Data
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Populate Source EIM Tables

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Using Dataexp
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Using Dataimp
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Using Dataimp Continued

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Populate Target Base Tables
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Positions and Reporting Relationships

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Test (Target) Environment Is Ready
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Summary
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Labs
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What is Siebel Packager?

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Steps to Create Custom Installation Package
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1. Prepare to Use Siebel Packager

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2. Prepare Siebel Components for Packaging

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3. Run Siebel Packager Utility

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3. Run Siebel Packager Utility Continued

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Enterprise Integration Manager

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Module 31: Configuring Picklists

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