Siebel 8.

0 Essentials

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Module 4: Responsibilities and Views

Module Objectives
To understand a Responsibility and describe its purpose To create a new Responsibility and modify an existing one

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Business Requirement
Large-scale enterprise applications should selectively grant access to

its users, for example:

Access to system administration views should be visible to a limited number of users Users should have access to only relevant data

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Solution: Access Control

Siebel Application provides Access Control mechanisms to restrict

access to views and data

Positions control access to data Responsibilities control access to views
These mechanisms are independent of one another

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Views and Job Functions

Users should see only those views required to perform their job

functions
Prevents unauthorized access to sensitive and administrative views Improves user efficiency by restricting the number of views

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Responsibilities
Responsibilities are collections of views for a particular job function Are assigned to users according to their job functions Users may have more than one responsibility attached to them, since

they may have more than one job function Properties:

A view may be contained in many responsibilities Multiple users may share the same responsibility

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Seed Responsibilities
Seed responsibilities are a set of responsibilities provided with the Siebel

application
Created during application installation
They cannot be modified or deleted, but can be copied to create new

responsibilities

Seed Responsibilities created when the application is installed

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Assigning Responsibilities to Users

Users are assigned responsibilities according to their job function(s)

Users with multiple responsibilities see a union of all the views Users with no responsibilities see nothing
The pick applet shows the list of Responsibilities available, which can be assigned to Andrea Alexis

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Primary Responsibilities
Each user is assigned a primary responsibility The primary responsibility determines the initial tab layout during user

log in
Administrator decides the tab layout User can edit it to create a different layout
The primary responsibility for Andrea Alexis is ALL USER RESPONSIBILITY

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Creating a Responsibility

Copy/Create a Responsibility Add/Remove Views Test the Responsibility

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Copy/Create a Responsibility
Navigate to the Administration-Application > Responsibilities view Copy an existing Responsibility with views matching your needs Alternately, create a new Responsibility and add views
Right click and select Copy Record [Ctrl+B] to create duplicate responsibility

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Copying or Creating Responsibilities

Copying seed responsibilities:

helps you to create new responsibilities with many views, similar to an existing responsibility may provide more views than required by the business logic Seed responsibilities often contain hundreds of views May include administrative views
Creating new responsibilities:

- allows application-logic to exactly match business requirements - requires determining exactly which views a user requires and adding those to the responsibility

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Add/Remove Views
A pick applet provides querying functionality and improves efficiency

when selecting views

Click Add to add a view to the Responsibility

Pick applet supports querying functionality

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Read-Only Views
Views can be marked as read-only for a given responsibility, if

required
Allows different levels of access to views from different responsibilities

Mark a view as Read Only to prevent editing

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Clear Cache
Click Clear Cache to clear the responsibility cache

This ensures that users see their updated responsibilities the next time they log in
Click Clear Cache after creating/modifying responsibilities

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Test the Responsibility

Assign the responsibility to a sample user

Use the Administration-User > Users view

Log in as that user and verify the views available in Site Map

Examine the Site Map to confirm that only the views associated with the responsibility are seen

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Module Highlights
Responsibilities are collection of views used to limit views to a user Responsibilities have an M:M relationship with users and views

Create new responsibilities, either by copying seed responsibilities or

creating new ones Assign responsibilities to users and clearing cache to enable new changes

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Lab
In the lab you will:

Explore seed responsibilities Create and test a new responsibility

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