Siebel Collaboration Guide > Configuring Siebel Collaboration >

Configuring Membership Lists for Team Spaces

There are two areas where you can configure who becomes a member of the team spaces:

• The config.xml file:
  • You can edit this file to change which users are added each time a team space is created.
  • You can edit this file to determine what rights users have (for example, Reader, Contributor, Administrator).
• Siebel Tools:
  • The CollaborationField:Owner user property on the Opportunity and Service Request business components determines which Siebel user becomes the team space's owner.
  • The business components called Opportunity Teamspace Members and Service Request Teamspace Members represent the Siebel users who become members when the team space is created: you can create new business components that return different lists of Siebel users, and substitute your new business components for the Opportunity Teamspace Members and Service Request Teamspace Members business components supplied.

This task is a step in Process of Configuring Siebel Collaboration.

To edit the config.xml file to configure team space membership

1. Open the file config.xml in the Siebel-SharePoint Integration\config directory.

   For example, C:\Siebel\SharePointIntegration\config\config.xml

2. Edit UserGroup elements and UserRole elements as required.
   • For example, the text added here in bold gives Reader rights to the Finance user group for all team spaces created for opportunity records.

   <ObjectType Type="Opportunity" SitePrefix="SR" SiteTemplate="SIEBEL#0" SiteTheme="SIEBEL" ActiveDays="30" ActiveNewDays="1" UserRole="Contributor">
   . . .
   <UserGroups>
   <UserGroup Role="Administrator">
   <User Login="OpptyAdmin"/>
   </UserGroup>
   <UserGroup Role="Reader">
   <User Login="FinsGroup"/>
   </UserGroup>
   </UserGroups>

   • For example, the text edited here in bold gives Web Designer rights to new owners of team spaces based on service requests.

   <ObjectType Type="Service Request" SitePrefix="SR" SiteTemplate="SIEBEL#0" SiteTheme="SIEBEL" ActiveDays="30" ActiveNewDays="1" UserRole="Web Designer">

Related Topic

Installing Configuration Files for Siebel-SharePoint Integration

To change which Siebel user becomes the owner of team space upon creation

1. Locate one of the following business components:
   • Opportunity
   • Service Request
2. Edit the CollaborationField:Owner user property.

   Change the value of the user property to the name of the field that contains a Siebel user. This field determines which Siebel user becomes the owner when a new team space is created.

To change which Siebel users become members of new team spaces

1. Locate one of the following business components:
   • Opportunity Teamspace Members
   • Service Request Teamspace Members

     These business components represent the Siebel users who automatically become members of the team space. In the preconfigured application, this is the sales team or account team members.

2. Replace the business component with a new business component that you create yourself and which returns the list of Siebel users that you want to automatically become members of the team space.

   Make the name of the new business component the same as the original business component (Object Type Teamspace Members) that you are replacing.

   Make sure that your business component contains these fields:

   Field	Comments
   Login	The LOGIN column from the S_USER table, representing the users who are to be added as team space members.
   Object Id	The row ID of the primary business component (the object for which the team space is being created).