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About Getting Started with Siebel Collaboration

This chapter lists the setup tasks that are specific to Siebel Collaboration. Use this chapter in combination with the Applications Administration Guide and the Security Guide for Siebel Business Applications.

The Applications Administration Guide and the Security Guide for Siebel Business Applications cover the setup tasks that are common to all Siebel Business Applications, such as using license keys, defining employees, and defining your company's structure. The Applications Administration Guide also provides the information that you need to perform data administration and document administration tasks.

Standard Setup

This chapter describes a standard setup of Siebel Collaboration:

  • For opportunity and service request objects
  • In the ENU language and locale

NOTE:  Siebel Collaboration is configurable. For information about configuring Siebel Collaboration, including configuring for other business objects and languages, see Configuring Siebel Collaboration.

Prerequisites

This chapter assumes that you have installed and set up the:

  • Siebel application
  • SharePoint application and other required third-party software listed in System Requirements and Supported Platforms on Siebel SupportWeb.

About User Authentication

When setting up Siebel Collaboration, there are three kinds of user credentials to consider (Table 2).

Table 2. Credentials in a Siebel Collaboration Setup
User Credential
Used to Login into the . . .

Windows user

Client machine

Collaboration user

SharePoint application

Siebel user

Siebel application

SharePoint should be configured to use Integrated Windows Authentication (which uses the Windows user credentials for authentication). Make sure that the SharePoint and client machines use the same ADSI source for user authentication.

For the Siebel application, you can use any of the user authentication methods described in the Security Guide for Siebel Business Applications. However, you must make sure that there is a mapping between the Siebel user credentials and the SharePoint user credentials. There are two ways to set up this mapping: ADSI (Active Directory Service Interfaces) and SSO (single sign-on). See Table 3.

Table 3. User Credential Mapping for SharePoint and Your Siebel Application
If You Use This Type of User Authentication for Your Siebel Application . . .
Then Mapping of User Credentials Between Siebel and SharePoint Applications Is . . .
And You Set the CFG UserAuthentication Parameter1 to . . .
  • ADSI

Based on ADSI. The same user names and passwords are used for:

  • Client machine
  • SharePoint
  • Siebel application

ADSI
  • LDAP
  • Database Authentication
  • Custom
  • Web Single Sign-On (SSO)

Set up through an SSO table.

SSO

1You are instructed on setting this parameter in Editing the Siebel Application CFG File for Siebel Collaboration.
Related Topics

Editing the Siebel Application CFG File for Siebel Collaboration

    
Siebel Collaboration Guide