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0 Essentials
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Module Objectives
To understand the difference between Customer data and Master
data in Siebel applications To learn the different Access Control mechanisms used to restrict access to data in Siebel applications To identify the different view types for different types of users
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Business Requirement
Users should be able to perform the same job function but on different
sets of data
For example, sales representatives need access to records of their own accounts, but not to others
There should be restricted access to data
Users should be able to easily locate required records Users should be able to see only those records required for their job
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responsibilities, but may see different sets of data in the view, defined by the access control mechanism
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Data Classification
Data in a Siebel Enterprise is classified as either customer data or
master data
Customer Data:
consists of dynamic data, such as service requests and opportunities is created and managed by users of the application access is controlled at the record level
Master Data:
includes static, referential data, like products and catalogs is created and managed by administrators has access controlled according to catalog and category
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or a combination of these
Data visibility is determined by the properties set at the underlying business component (BC) level Visibility is restricted to one or more employee, position or organization
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My Views
My Views show records where the user or his position is directly
In My Contacts, the user sees only those records with which the user or his position is associated
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My Teams Views
My Teams Views is an additional view for managers that allows
In My Teams Contacts, the manager sees records assigned to direct or indirect reports
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All Views
All Views is used to display all records belonging to the current
organization, that is, the organization of your current position Unlike My Views or My Teams Views, it is not person or position oriented
In All Accounts, the user sees all records belonging to the current organization
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organization and its child organizations It is restricted to users who need to access records at the enterprise level, like partners and mid-level executives It is used only for a few types of records. For example, opportunities
In the All Opportunities Across My Organization view, a sales manager sees all opportunities in his organization and its child organizations
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assigned an organization It is restricted only to those users who need to access records across the whole company
In All Accounts Across Organizations, the user sees all records assigned to the organization
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Administration Views
Administration views display all database records; even those
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Individual users should always have access Allows them to see the records associated with them or their position Managers may or may not require access
My Teams Views:
Individual users should not have access unless there are people reporting to them Managers should have access
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Individual users may or may not require access For example, call centre agents need access to all of the companys service requests, hence should have an All Service Requests View Typically restricted to users who need to access data at the organizational level
All Across Organization Views:
Are usually reserved for upper managers and executives Exception: Call centre agents may need to see all service requests filed by a customer worldwide, hence may need to access these views
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Examples
1. An employees position may be assigned to an account that is not
Employee sees the account in the respective My View Employee doesnt see the account in the All View
Employee sees public contacts in the My View Manager sees his and his subordinates contacts in the My Teams View
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Employees
Positions
Organizations
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Module Highlights
Access to records may be restricted by employees, positions,
organizations, or a combination thereof The visibility filter drop-down list has the available list of view types for displaying different records Multiple access control mechanisms may be present for a single record
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Lab
In the lab, you will:
Explore record visibility in the application Examine how adding a position to a user affects the various visibility filters
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