1 Overview

This chapter covers the following topics:

• Section 1.1, "About This Guide"

• Section 1.2, "About the Adapter"

• Section 1.3, "Automatically Configured Siebel Entities"

• Section 1.4, "System Architecture"

• Section 1.5, "Managed Attachments Options"

• Section 1.6, "User IFrame Authentication"

• Section 1.7, "Document Security"

1.1 About This Guide

This guide describes how to configure the Siebel Adapter for Oracle WebCenter Content. It includes the following sections:

• Chapter 1, "Overview," lists supported Siebel entities and describes attachment options, authentication, and document security.

• Chapter 2, "Configuring the Adapter," lists system requirements and describes how to configure Oracle Content Server and Siebel for adapter use. It also describes optional configuration, such as scanning via Oracle Distributed Document Capture, passing additional metadata parameters from Siebel to Content Server, and customizing the adapter IFrame display.

• Appendix A, "Siebel Object Locking," lists Siebel objects locked during adapter configuration and instructions for activating or deactivating them.

• Appendix B, "Configuring Additional Siebel Objects," lists instructions for configuring additional objects.

1.2 About the Adapter

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

1.3 Automatically Configured Siebel Entities

The Siebel Adapter for WebCenter provides a Siebel archive (SIF) file that automatically configures the following Siebel entities:

• Account

• Activity

• Contact

• Asset

• Call Report

• Claim

• Opportunity

• Order

• Project

• Quote

• Service Request

• Public Sector Case objects, including:

  • Case

  • Arrest

  • Offense

  • Incident

  • Evidence

  • Lead

  • Group

  • Group Suspect

See Section 2.3, "Configuring the Adapter for Siebel" for detailed configuration information.

Note:

Additional Siebel entities can be configured for use with the Siebel Adapter for WebCenter by following the instructions in Section B, "Configuring Additional Siebel Objects."

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

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:

• Open documents in their native application or Web-viewable format

• Check in new documents to Content Server and attach them to the selected Siebel entity

• Detach documents from a Siebel entity

• Refresh the IFrame's list of attachments

• Select and order fields for display in the attachments IFrame

• Search Content Server using advanced search options

• View an attached document's information

• Check out documents, locking them to changes by other users

• Modify a document's metadata values

• Scan and import documents using Oracle Distributed Document Capture, attaching them to a selected Siebel entity

For details about how users work with Content Server documents in a Siebel application, see the Oracle WebCenter User's Guide for Siebel Application Adapter.

1.6 User IFrame 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:

• Content Server configured for Oracle Single Sign-On: If Siebel is not configured for single sign-on, the Content Server single sign-on login prompt is displayed. (If Siebel is configured for single sign-on, the user has been authenticated, so no login prompt is displayed.)

• Content Server not configured for Oracle Single Sign-On: The Content Server login prompt is displayed, regardless of the selected Siebel authentication model.

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.