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About Siebel Collaboration Tasks

This chapter lists the setup tasks that are specific to Siebel Collaboration. Use this chapter in combination with the Siebel Applications Administration Guide and the Siebel Security Guide.

The Siebel Applications Administration Guide and the Siebel Security Guide cover the setup tasks that are common to all Siebel Business Applications, such as using license keys, defining employees, and defining your company's structure. The Siebel Applications Administration Guide also provides the information that you need to perform data administration and document administration tasks.

Standard Setup

This chapter describes a standard setup of Siebel Collaboration:

• For opportunity and service request objects
• In the ENU language and locale

NOTE:  Siebel Collaboration is configurable. For information about configuring Siebel Collaboration, including configuring for other business objects and languages, see Configuring Siebel Collaboration.

Requirements for Setting Up Siebel Collaboration

Before you begin, install and setup:

• Siebel application (for example, Siebel Sales, Siebel Call Center and so on).
• SharePoint application and other required third-party software listed in Siebel System Requirements and Supported Platforms on Siebel SupportWeb.

About User Authentication

Table 2 describes the credentials used when setting up Siebel Collaboration.

You must configure SharePoint to use Integrated Windows Authentication (which uses the Windows user credentials for authentication). Make sure that the SharePoint and client machines use the same ADSI source for user authentication.

For the Siebel application, you can use any of the user authentication methods described in the Siebel Security Guide. However, you must make sure that there is a mapping between the Siebel user credentials and the SharePoint user credentials. There are two ways to set up this mapping: ADSI (Active Directory Service Interfaces) and SSO (single sign-on). Table 3 describes the user credential mappings for SharePoint and your Siebel Application.

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