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Access control was significantly revised in Siebel 7.5. Access control refers to all mechanisms that control visibility of screens, views, and data within Siebel Business Applications. Access control includes, but is not limited to positions, responsibilities, organizations, and access groups.
To implement access control within your Siebel Business Applications, your Siebel administrator creates relationships between people and resources (a more general term for data that includes views and functionality). These relationships or policies are authorizations. Both people and resources can be grouped and placed in hierarchies to simplify administration.
External users, such as customers and channel partners, can be assigned varying access levels that control visibility of data and application functionality. When planning access policies, consider the following:
The upgrade to Siebel 7.7 populates the S_CONTACT_BU, S_ORG_GROUP_BU, and S_SRV_REQ_BU tables with one record for each record in the S_CONTACT, S_ORG_GROUP, and S_SRV_REQ tables. After the upgrade, Contacts, Households, and Service Requests continue to be visible from the Business Unit they belonged to before the upgrade.
Bulletin 476479.1 (Doc ID) on OracleMetalink 3 (previously published as Siebel Technical Note 312) provides guidance and best practices for implementing access control. This Bulletin includes background information about the Access Group access control mechanism implemented in Siebel CRM 7, discusses migration considerations, and outlines steps for deploying Access Group access for Siebel Business Applications.
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