To implement access control within your Siebel Business Applications, your Siebel Administrator creates relationships between people and resources (a more general term for data that includes views and functionality). These relationships or policies are authorizations. Both people and resources can be grouped and placed in hierarchies to simplify administration.
External users, such as customers and channel partners, can be assigned varying access levels that control visibility of data and application functionality. When planning access policies, consider the following:
- The complexity of access control policies (one data item or group of data items can be accessed by one or many users or groups, but not by all).
- The amount of content that is distributed by the Siebel Business Applications, including Master data (data that is static and referential, such as Products) and Customer data (data that is created and managed by users of applications, such as Opportunities).
- The number of users and entities that access the data. Also consider the complexity of relationships between users (partners, competitors, browsers, customers).
The upgrade to Siebel 7.7 populates the S_CONTACT_BU, S_ORG_GROUP_BU, and S_SRV_REQ_BU tables with one record for each record in the S_CONTACT, S_ORG_GROUP, and S_SRV_REQ tables. After the upgrade, Contacts, Households, and Service Requests continue to be visible from the Business Unit they belonged to before the upgrade.
Technical Note 312 provides guidance and best practices for implementing access control. This Technical Note includes background information about the Access Group access control mechanism implemented in Siebel 7, discusses migration considerations, and outlines steps for deploying Access Group access for Siebel Business Applications.