Bookshelf v7.5.2: Consulting Siebel Expert Services

Siebel Tools Reference > Adding Custom Extensions to the Data Model > Dock Objects >

Consulting Siebel Expert Services

Reviewing alternatives to creating new objects or new rules. Before creating a new dock object visibility rule, you should consider all configuration alternatives. It is recommended that Expert Services be engaged to research and review any configuration alternatives that might exist. This will make sure that no dock object visibility rules are added unnecessarily.

Reviewing implemented changes with regards to docking. The Docking Wizard is a new feature for Siebel 7. If for any reason you do not feel comfortable using it or analyzing its effects, please consult Expert Services.

Inactivating docking. When the Docking Wizard creates new dock object visibility rules, the rules are bidirectional. For example, if you create a custom foreign key on the S_OPTY table in relation to the ROW_ID of S_ASSET then two rules are created: one for the Opportunity dock object and one for the Asset dock object.

However, the business requirement might be to dock assets as they are related to opportunities that a user receives at 100% visibility, but not to dock opportunities based on the fact that they are related to an asset that the user is receiving. Therefore, you would need to request that the new dock object visibility rule that is created in the Opportunity dock object be inactivated. Expert Services would perform this task.

You might also need a standard Siebel dock object visibility rule to be inactivated due to the volumes of data which are downloaded to mobile users. This can also be analyzed by Expert Services.

Activating docking. Before adding a dock object visibility rule a team should thoroughly research and determine if an existing (but inactive) dock object visibility rule would provide the necessary functionality. If this is true, Expert Services must be engaged to activate the rule and research the performance impact.

Adding a new table to an existing dock object. Currently, the Docking Wizard does not support the addition of a new table to an existing dock object. If this is a requirement, you should request assistance from Expert Services.

NOTE: The functionality that is currently supported by the Docking Wizard is to create custom dock objects and to support custom foreign key relationships between existing dock objects.

Changing visibility strengths. When using the Docking Wizard to add new visibility rules, visibility strength might need to be altered because the Check Dock Object Visibility property is set to 100% and the Visibility Strength property for the dock object based on the new rule is set to 50%.

For example, if a rule is created as mentioned above to implement a custom relationship between S_OPTY and S_ASSET, the rule in the Asset dock object would check to ensure that the Opportunity dock object was received at 100%. If it was, the Asset dock object would be docked at 50%.

However, this would mean that the S_NOTE_ASSET table would not be docked because the visibility strength of this table in the Asset dock object is 100%. This means that for mobile users to receive records in S_NOTE_ASSET, they must have received the parent S_ASSET record at 100% or greater. If this scenario does not satisfy the docking requirements for asset records, Expert Services could be engaged to analyze the design and modify the visibility strengths if appropriate.

Implementing Non-Primary Manager Visibility. Expert Services can activate the dock object visibility rules that assist in the implementation of Non-Primary Manager Visibility. This can have very serious performance implications and should be avoided.

Using routing models. New with Siebel 7. Routing models are position- and responsibility-based models that improve the performance and synchronization time. The standard routing models all have specific rules excluded from synchronization. If you use these models and request that rules either be added or deleted from the models, Expert Services will need to be engaged.