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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