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Configuring Universal Inbox

Upgrades: Releases 7.0.x, 7.5.x.

Environments: Production test, production.

This topic is part of an upgrade process. See How to Perform the Upgrade.

As of Release 7.7, Universal Inbox is implemented as a business service. It provides management of approval queues in both Siebel Employee Relationship Management (ERM) and in Siebel Marketing. Application administrators can see all the queued tasks in Universal Inbox across all applications.

This means that the Siebel ERM administrator can see tasks queued in Siebel Marketing and vice versa. If this cross-application visibility violates data visibility policies at your site, create a copy of the Universal Inbox. Then assign the copy to the workflows in one of the applications. Use the preconfigured version of Universal Inbox in the other application. This creates physically separate approval queues.

Universal Inbox in Siebel Marketing

As of Release 7.7, Siebel Marketing uses a new business service, Universal Inbox. It provides centralized management of approval queues and is used by both Siebel Marketing and Siebel Employee Relationship Management (ERM). Application administrators can see all approval tasks across all applications.