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

Controlling access to master data


We have learned above that access to data in Siebel CRM can be controlled for each record individually. On the one hand, this is necessary and required but on the other hand, there is a high level of effort required to manage data visibility on a record-by-record basis.

For this reason, Siebel CRM provides the ability to create catalogs that are divided into categories and grant access on the catalogue or category level. The ability to create catalogs is limited to the so-called Siebel master data entities.

Siebel master data can be described as relatively static, authored data such as products or documents. Such records will only be created and modified by a small group of administrators but referenced very often by the business users. Product records are typically grouped to sales catalogs to provide easier presentation and browsing of product data in online portals. Instead of associating each product with a user or group directly, access control takes...