Applications Administration Guide > Initial Setup >

Summary of Initial Setup Tasks

Table 6 summarizes the initial setup tasks and the order in which you should perform them.

Table 6. Required Tasks During Setup

Add any custom views.

Custom views are created in Siebel Tools and must be added to your Siebel application. Custom views should be added to the Views view before you define responsibilities. For information about adding views, see Adding Views to the Application.

Determine access control strategy and define business environment structure.

Siebel applications can be set up to support many strategies for your company to control access to views and data. These strategies include methods such as defining your business environment structure (organizations, internal and external divisions, and so on), defining employee positions, and creating access groups so that specific groups of people have access to specific views and data.

These decisions should be made early in the deployment process, so that the strategy can be implemented during the initial setup.

For more information about controlling access to views and data, and the procedures for implementing access control, see Security Guide for Siebel Business Applications.

Enter employee records into system (database and application) and determine employee access to views and data.

Enter employee records after you have defined your business environment structure. You need to assign at least one responsibility to each employee, and you may also assign organizations, positions, or other access control parameters.

For more information about entering or deactivating employee records, see Security Guide for Siebel Business Applications.

Complete employee setup.

For information about associating additional information to an employee record, see Completing Employee Setup.

Set up locales.

Locale Codes and parameters are necessary for a global deployment. For more information, see Setting Up Locales.

Applications Administration Guide