Siebel 8.
0 Essentials
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Module 7: Catalogs and Master Data
Module Objectives
To identify how master data is organized into catalogs and categories To identify how users are classified into access groups
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Business Requirement
Organizations have large amounts of data which must be
appropriately:
classified, so that it is easy to organize, navigate and search data controlled, so that users have access to only relevant data
For example, companies want different sales divisions to have access
to different product lists
Solution
Siebel applications provide mechanisms for: Organizing and classifying large amounts of static, referential data Organizing users into groups for appropriate data access
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Master Data
Master data is static, referential data managed by administrators It includes data such as:
Products Solutions Literature Auction items Resolution items Events Competitors Training Courses
Visibility is controlled by:
Catalogs Categories Access Groups
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Catalogs
Catalogs comprise of the categories hierarchy.
Dont contain master data themselves
They are created to contain specific subset of master data
For example, customer documentation for credit card accounts
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Catalogs
Continued
Catalogs are declared as either public or private.
Public catalogs are visible to all users Categories within public catalogs may still be declared private Private catalogs have their visibility limited to only access groups associated with them
Individual categories in a public catalog may still be private
Categories within private catalogs are private
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Catalog Types
Catalogs should have a catalog type Seed catalog types include:
Infocenter Buying Partner Customer Training
Catalog type is used when querying for master data
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Categories
Categories are nodes in a catalog that contain:
Master data Other categories
They are not shared between catalogs
However, two catalogs may have categories with the same name
Categories maybe declared as public or private
If a category is private, all of its sub-categories are also private Private categories have their visibility limited to specified access groups
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Categories: Example
Although Categories B and C contain a Subcategory with name A,
these two Subcategories are distinct Since Category B is private, Subcategory A of Category B is also private
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Access Groups
Access Groups are collections of positions, user lists, organizations
and households used to access private catalogs and categories They cannot contain individuals such as employees and users
To add an individual, create a user list with that individual as a member
Create User Lists in the Administration Group > User Lists view and attach it to an access group
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Access Group Hierarchies
Access Groups can be organized into a hierarchy Child access groups inherit all of the access granted to its parent,
hence have more privileges than the parent Hierarchical organization is useful to grant more privileged users greater access
Parent Access Group Child Access Group
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Access Control
Access control is done by assigning access groups to catalogs and
categories
Individual records cannot be controlled like in customer data
Access is not inherited along the category hierarchy, and hence
access groups must be assigned to every category and catalog requiring access
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Access Control
An access group can be assigned to a category only if:
The access group is assigned to the categorys parent, or The access group is a child of an access group attached to the parent of the category
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Access Control
Removing a parent access group from a category removes all the
child access groups from all its sub-categories
Example: Suppose access group Y is a child of access group X
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Building a Catalog
1. Create the catalog 2. Add categories to the catalog
3. Associate master data with the categories
4. Declare catalogs or categories private 5. Create access groups 6. Assign access groups
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Create the Catalog
To create a catalog, navigate to Administration-Catalog > Catalogs
view Create a new catalog
Specify the name Specify the catalog type Specify other options
By default, a catalog is marked active; mark it as inactive to make it unavailable
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Add Categories to the Catalog
Drill down on the catalog name to navigate to the Categories view. Add categories to the catalog
Drill Down on the catalog to see its categories
Use these buttons for promoting/demoting categories
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Associate Master Data with Categories
Select the appropriate tab in the Categories view to add master data
to the category
For example, add products data to the current category
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Declare Catalogs or Categories Private
To do so, set the Private Flag at the catalog or category level
Sub-categories are automatically marked as private
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Create Access Groups
To create access groups, navigate to Administration-Group > Access
Groups Create the access group hierarchy as required
Create parents first, then the children Specify parents for child records
Specify Parent Access Group for a child access group
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Create Access Groups
Continued
Add positions, organizations and/or user lists to the access groups
Click New to add parties to an access group Access group Members may be position, organization or user list
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Assign Access Groups
Assign access groups to catalogs or categories
Use the Cascade button to automatically assign an access group to all child categories
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Access Control Summary
Access Control
Views
Determined by Responsibility
Data
Customer Data
Master Data
Determined by Access Groups Catalogs and Categories
Personal
Determined by User ID
Positions
Determined by Position
Organizations
Determined by Organization
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Customer and Master Data
Customer Data:
Is dynamic and transactional (can be updated) Is created and managed by the users of the application Access is controlled at the record level
Master Data:
Is static read-only material to the end-user Is created and maintained by company administrators Access is controlled at the catalog and category level
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Module Highlights
Catalogs are containers for categories Catalogs are marked private to restrict access to certain access
groups only Categories contain master data Categories are arranged in a hierarchy within a catalog Categories can also be marked as private
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Lab
In the lab, you will:
Navigate catalogs, categories and access groups Restrict access to master data contained in categories
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