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Oracle® Fusion Middleware Administrator's Guide for Oracle Siebel Adapter for Oracle Enterprise Content Management
11g Release 1 (11.1.1)

Part Number E17045-01
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1 Overview

This chapter covers the following topics:

1.1 About This Guide

This guide describes how to configure the Siebel Adapter for Oracle Universal Content Management (Oracle UCM). It includes the following sections:

1.2 About the Adapter

The Siebel Adapter for Oracle UCM allows Siebel CRM users to scan, attach, store, and retrieve attachments stored in an Oracle UCM Content Server repository. Oracle UCM documents are displayed as managed attachments to Siebel entities in a customizable iFrame within the Siebel application.

This graphic is discussed in surrounding text.

1.3 Supported Siebel Entities

The Managed Attachments iFrame is supported for the following Siebel entities:

1.4 System Architecture

Figure 1-1 illustrates the iFrame configuration for the Siebel adapter.

Figure 1-1 System Architecture for iFrame Configuration for Siebel Adapter

This graphic is discussed in surrounding text.

1.5 Managed Attachments Options

When a Siebel user displays a Siebel record such as a contact, Content Server lists the attachments to which the user has access in a Managed Attachments iFrame.

Siebel users can perform the following tasks in the attachments iFrame:

For details about how users work with Oracle UCM documents in a Siebel application, see the Oracle Fusion Middleware User's Guide for Oracle Enterprise Content Management Solutions for Oracle Siebel.

1.6 User Authentication

Siebel users must have a Content Server account to display the Managed Attachments iFrame within the supported Siebel entity. In addition, the authentication model configured for Content Server and Siebel determines how users are authenticated the first time they display a Siebel record that includes the attachments iFrame:

1.7 Document Security

Users set a document's security when checking it into Content Server. In the attachments iFrame, Siebel users see only those attachments to which their Content Server account allows them access. So a document attached to a Siebel entity does not appear in the search results for an unauthorized user. It is recommended to use a profile that specifies default security values for document check-in.