Book Image

Oracle Siebel CRM 8 Installation and Management

By : Alexander Hansal
Book Image

Oracle Siebel CRM 8 Installation and Management

By: Alexander Hansal

Overview of this book

Oracle’s Siebel CRM is market-leading Customer Relationship Management software. Unmatched in functionality and scalability, Siebel enhances a company’s sales performance, improves customer satisfaction, and provides a robust Customer Relationship Management system for an organization.This practical book offers a comprehensive understanding of Siebel CRM. It is your safe vessel for navigating the deep waters of Siebel installation and system management.This book is a complete exercise in installing and managing Oracle’s Siebel CRM for your organization. You will understand the Siebel architecture and install it piece by piece. In easy-to-follow chapters, the book will guide you through the installation of Siebel server, client and third-party reporting software on Microsoft Windows and Linux, covering everything from the planning the process and software download to the installation and configuration tasks.After reading this book, you will feel fully prepared for setting up multiple servers and multi-lingual configurations. This book fosters your general understanding of the intricate features and functionality of Oracle Siebel CRM. In addition, you will learn how to support development environments and how to migrate configuration changes between environments using Application Deployment Manager.Another benefit of this book is that it teaches administrators how to establish system monitoring strategies to identify and avoid performance bottlenecks. When you have finished the book, you will feel prepared to install and manage Oracle’s Siebel CRM in a real-world environment. In addition, you will know some tricks that even seasoned experts will envy.
Table of Contents (25 chapters)
Oracle Siebel CRM 8 Installation and Management
Credits
About the Author
About the Reviewers
Preface
Free Chapter
1
Introducing the Siebel Web Architecture
Index

Setting up and managing the position hierarchy


Employees are not associated directly with organizations. Siebel CRM uses a mechanism named positions to define both the association of an employee to an organization as well as the reporting relationship or hierarchy of the positions.

Positions represent a job entitlement for which people are recruited and subsequently paid. Employees can hold more than one position, for example to take over a colleague's job during vacation or sickness. Positions can also be held by multiple employees, which is unlikely for a CEO position but maybe more likely for sales representative or call center agent positions.

Each position can be assigned as a parent position to multiple child positions, thus enabling the administrator to create the so-called reporting hierarchy, which defines both the career level and the data access rights of an employee who is assigned to the position. The following diagram depicts a typical position hierarchy and indicates that each...