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Example of Implementing a Multi-Organization Hierarchy

If you use multi-org, this means that a single record is shared across multiple organizations. For overview information on multi-org, see the section on access control in Siebel Security Guide.

In this example, you are adding a new organization to convert a single-org to a multi-org. The process of converting a single-org to a multi-org involves adding the additional organization and its related structure, adding positions, and then associating the data to the new organization.

NOTE:  Some data, such as Accounts, has a many-to-many relationship to organizations, while other data, such as Contacts and Service Requests do not.

To convert from single-org to multi-org

1. Add a new organization (New Org) into the Organization table.
2. Assign records to the new organization.

   You can assign records through the GUI or using EIM.

   For example, assign an Employee record (Emp1). The Employee records are stored in the S_CONTACT table. There is a many-to-many relationship between the employee and the organization, so the intersection table S_CONTACT_BU holds the relationship between the organization and the employee.

   You add a new record in the S_CONTACT_BU intersection table to hold the relationship between New Org and Emp1. Now Emp1 is available to both the original organization and New Org.

3. Verify that you can see the record in both organizations.