module 07 catalogs and master data

7/30/2019 Module 07 Catalogs and Master Data

1/27

Catalogs and Master Data 1 of 27

Siebel 8.0 Essentials


2/27

Module 7: Catalogs and Master Data


3/27


Module Objectives

To identify how master data is organized into catalogs and categories

To identify how users are classified into access groups


4/27


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


5/27


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


6/27


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


7/27Catalogs and Master Data 7 of 27

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

Individualcategories in a

public catalog

may still be

private

Categories within

private catalogs

are private



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



Categories

Categories are nodes in a catalog that contain:

Master dataOther 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



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



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 Listsview and attach it to

an access group



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



Access Control

Access control is done by assigning access groups to catalogs and

categoriesIndividual records cannot be controlled like in customer data

Access is not inherited along the category hierarchy, and henceaccess groups must be assigned to every category and catalogrequiring access



Access Control

An access group can be assigned to a category only if:

The access group is assigned to the categorys parent, orThe access group is a child of an access group attached to the parent of the

category



Access Control

Removing a parent access group from a category removes all the

child access groups from all its sub-categoriesExample: Suppose access group Y is a child of access group X



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



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



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



Associate Master Data with Categories

Select the appropriate tab in the Categories view to add master datato the category

For example, add

products data to the

current category


20/27


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


21/27


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


22/27


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 groupMembers may be

position,

organization or

user list


23/27


Assign Access Groups

Assign access groups to catalogs or categories

Use the Cascade button to automatically assign an access group to all childcategories


24/27


Access Control Summary

Access Control

Views

Determined byResponsibility

Data

Master Data

Determined by

Access GroupsCatalogs andCategories

Customer Data

Personal

Determined by

User ID

Positions

Determined by

Position

Organizations

Determined by

Organization


25/27


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


26/27


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


27/27

Lab

In the lab, you will:Navigate catalogs, categories and access groups

Restrict access to master data contained in categories

module 07 catalogs and master data

Documents