Essentials (Siebel 7.
7)
Module 12: Controlling
Access to Views
Module Objectives
After completing this module you will be able to:
Describe Access Control
Describe the role of responsibilities
Describe the administrative tasks associated with
managing a responsibility
Why you need to know
To effectively use Siebel applications, you need to
understand how access to views is controlled
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Access Control
Consists of a set of mechanisms to determine what an
authenticated user should have access to within a Siebel
application
Determines access to:
The Siebel application UI (views)
Data (records)
Includes concepts such as:
Position
Organization
Login ID or user ID
Responsibility
View Access Control
Specialized visibility filtering views
Business Component View Mode
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Job Function
Different job functions require different sets of views required to
perform the job
Field Sales Rep Customers
CFO
• Opportunities
• Forecasting
• Orders
Call Center Agent
• Service Requests
• Opportunities
Channel Partners
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Access to Views
Is controlled through responsibilities
Provides users with just the views needed to do their jobs
Responsibility Views
User User ID
Is assigned Provides
to access to
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Responsibility
A responsibility is a set of views associated with a job function
Siebel applications come with a number of predefined (seed)
responsibilities that cannot be modified
Custom responsibilities may be created to suit business needs
Set of views
associated with
the Call Center
Manager
responsibility
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Responsibility Continued
Employees/users can be assigned to one or more
responsibilities
One responsibility is designated by the administrator as the
primary responsibility
By default, it is the first responsibility assigned to the user
Responsibilities
assigned to Ed
Holden, one is
primary
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Responsibilities and Views
A view may be included in one or more responsibilities
Call Center Manager and
Universal Agent responsibilities
share a common set of views
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Associate Views with Responsibilities
Navigate to Administration – Application > Responsibilities
1. Add a new
responsibility
record
2. Add desired
views
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Associate Users to a Responsibility
Navigate to Administration – Application > Responsibilities
1. Create or
query for the
desired
responsibility
2. Add users to
the Users list
applet
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Associate Responsibilities to an Employee
Navigate to Administration – User > Employees view
1. Create or
query for the
employee
record
2. Add responsibilities
using the Responsibilities
shuttle applet
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Associate Responsibilities to an Employee Continued
Considerations for creating employees as an administrator
Set your New Responsibility field to a value that applies to a
group of employees
When new employees are created, the responsibility defaults to that
value in your New Responsibility field
Default value is Siebel Administrator
Value defined is Call
Center Manager
Created records
default to Call Center
Manager
responsibility
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User Experience
Site Map shows the union of all screens and views available to
users through assigned responsibilities
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User Experience Continued
If a view is not included in a user’s responsibility:
The view does not appear in the:
Site Map
Link bar
Visibility filter
View tabs
View links on the screen home page
Drilldown to the view is disabled
If a user does not have access to any of the views in a screen,
the screen does not appear on:
Screen tab bar
Site Map
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Additional Tasks Related to Responsibilities
Read Only View Flag
Local Access Flag
Tab Layout
Tasks Display
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Read Only View Flag
Specifies the view as read-only for the selected responsibility
Prevents users associated with this responsibility from creating
or modifying data in this view
Note: If a user is associated with another responsibility that allows
editable access to data in the view, this takes precedence
To administer, navigate to Administration - Application >
Responsibilities view
Set the Read Only View property in the Views applets
Set on a per-responsibility basis
Set Read
Only flag to
prevent data
modification
in this view
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Local Access Flag
Determines whether the view can be accessed by a Siebel
Mobile Web Client when connected to a local database
Assumes view is included in one of their responsibilities
Set the Local Access flag for the view to True (checked)
Can also be set in different places
Set Local Access flag to
make these views
available when using the
Mobile Web Client
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Tab Layout
Tab layout can determine:
The sequencing of a screen or view on the tab bar
Whether or not a screen or view is hidden
User sees a subset of screens and views
Default view for a given screen
Screen tab
order for the
Call Center
application
Accounts Home
is the default
view for a given
screen
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Tab Layout Administration
To specify a tab layout for a responsibility, navigate to
Application – Administration > Responsibilities > Tab Layout
view
Is implemented on the user’s primary responsibility
Can be overridden by the user in Tools > User Preferences >Tab
Layout view
Can be used to copy tab layout from one responsibility to
another
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Tab Layout Administration Continued
In Application – Administration > Tab Layout, specify the
following:
1. Select the
responsibility
2. Select the
application
3. Define the
sequence order
of screens and
hide, if needed
4. Define the
sequence order
of screens, select
default view, and
hide, if needed
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Tasks Display
Tasks are associated with the user’s primary responsibility
The My Tasks applet appears on the application Home page
Allows the user to navigate to common tasks quickly and easily
Drill down on Task
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Tasks Display Continued
To configure tasks for a responsibility:
Select the appropriate responsibility
Select the Tasks tab
Display sequence
Name (not Caption displayed to Drilldown destination view
displayed to the user
the user)
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Summary
This module showed you how to:
Describe Access Control
Describe the role of responsibilities
Describe the administrative tasks associated with
managing a responsibility
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Lab
In the lab you will:
Explore responsibilities and views for different users
Perform administrative tasks related to responsibilities, views, and
users
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