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Metadata Object Level Security (Web Catalog Groups) in Siebel Analytics

Web Catalog objects, such as dashboards and pages, are controlled using Web Catalog groups, which have the same name as the Siebel responsibilities. The access to dashboards and pages are controlled using the Web Catalog groups. If you log on as a user who belongs to the Web Catalog group Field Sales Representative Analytics, then you see only the Overview, Forecasting, and Details pages within the Pipeline Dashboard. In a similar fashion, you see only dashboards that allow you access to at least one page within that dashboard. For more information on Web Catalog security, see Siebel Analytics Web Administration Guide.

Web Catalog Security in Siebel Analytics Applications

Security on the Web Catalog has been preconfigured for certain groups in each application. To customize these groups, use the Analytics Web interface.

NOTE:  The group security applied is carefully controlled at the folder and subfolder level. It is recommended that only Siebel administrators configure the security settings.

Match permissions to dashboards in Analytics Web Catalog, with the permissions related to Siebel operational application views. In the integration environment, each Siebel Analytics-related Siebel operational application view maps to a given Siebel Analytics dashboard. In the Siebel operational application, views are controlled through responsibilities. However, in Siebel Analytics Web Catalog, access to dashboards for each group is controlled through Web Administration.

The two access setups must match. If users have access to a view in the Siebel operational application, but do not have access to the corresponding dashboard, then they receive an error message indicating that they do not have access to the dashboard. On the other hand, if users do not have access to a view that maps to a dashboard that the users do have access to, then the users are not able to get to that dashboard through the Siebel operational application user interface.

Because responsibilities control access to Siebel views, they also control access to the Siebel Analytics dashboards of Siebel Analytics applications. However, for security reasons, Analytics dashboards themselves are specifically configured, regardless of the Siebel operational application view access. The view security for a responsibility should match that on the dashboard. If you get an Access Denied error when accessing Siebel Analytics through the Siebel operational application view, then you do not have access to an Analytics dashboard that should be accessible, or you have access to a Siebel view that should not be accessible. If you try to access a dashboard containing reports based on a subject area to which you do not have access, you would see a dashboard with no reports.