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Setting Visibility Modes for Access Control

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NOTE:  This step applies primarily to development environment upgrades.

Changes regarding visibility settings are saved and embedded in an exported repository, so this step is not necessary after a production environment upgrade if you already completed a development environment upgrade. Instead, you should review and verify your visibility properties.

Before you deploy the upgraded configuration in a test or production environment, you need to make a decision about what type of visibility to use on certain business components, views, and applet picklists. This requires some evaluation. Certain areas of the Release 7.x default configuration use Catalog visibility.

• If you are prepared to define the catalog, category, and access group structure in parallel with the postupgrade development and testing phase before production rollout, then changes to visibility properties might not be necessary. This decision is implementation-specific. This decision should be carefully evaluated by your entire internal implementation team.
• If you wish to continue to use Organization visibility, you must make changes to the business component, view, and picklist properties in order to use Organization visibility.
  • Business Components with Catalog Visibility
  • Applet picklists with Auto Query Mode or New Query set to None.
  • Views with Catalog Visibility

After the upgrade, the following business components, views, and picklists—all of which use catalog visibility as the default configuration in Release 7.x—need to be carefully evaluated if they are used in your implementation.

Business Components that Use Catalog by Default

The following business components use Catalog as the default popup visibility type:

• Banter Resolution Item
• Competitor
• Component Product
• Contact Decision Issue
• Decision Issue
• ERM Internal News Category
• Internal Product
• My Competitor
• My Internal Product
• Recommended Product
• Related Issue
• Sales Tool
• Solution

To change the visibility properties

1. Log into Siebel Tools as a valid user.
2. Choose the "Types" tab.
3. Choose the Business Component object in Object Explorer.
4. Scroll across the list applet to find the property "Popup Visibility Type" and change this value from Catalog to Organization or to another valid property.

Picklists that Start in Query Mode by Default

The following picklists, by default, start with Auto Query Mode set to New Query or None:

• Asset Mgmt - Internal Product Pick Applet
• CPG Internal Product Pick Applet
• Catalog Admin Category Assoc Applet—Competitor
• Catalog Admin Category Assoc Applet—Decision Issue
• Catalog Admin Category Assoc Applet—Literature
• Catalog Admin Category Assoc Applet—Product
• Catalog Admin Category Assoc Applet—Resolution Item
• Catalog Admin Category Assoc Applet—Solution
• Catalog Admin Category Assoc Applet—Training
• Catalog Admin Category Assoc Applet—eEvents Event
• FS Parts & Tools Pick Applet
• FS Use Plan Products Pick Applet
• Incentive Compensation Product Pick Applet
• Internal Product Pick Applet (eSales)
• Issue Assoc Applet
• Opportunity Management—Product Number Pick Applet
• Opportunity Management—Product Pick Applet
• Order Entry—Line Item Product Pick Applet
• Partner Finder List Applet
• Product Number Pick Applet
• Product Pick Applet
• Product Pick Applet—No Clear
• Product Pick Applet—No Insert
• SR Internal Product Pick Applet
• Sales Tool Pick Applet
• Service Locator List Applet
• Solution Create List Applet
• Training Course Product Pick Applet

To change the visibility properties

1. Log into Siebel Tools as a valid user.
2. Choose the "Types" tab.
3. Choose the Applet object in Object Explorer.
4. Scroll across the list applet to find the property "Auto Query Mode" and change this value from New Query or None to no value.

   To change the Auto Query Mode property to have no value, remove any search specification that would otherwise be inherited from the Business Component.

Views that Use Catalog by Default

The following views use Catalog as the default visibility applet type:

• Auction Place Bid
• Competitive Company Across Catalogs
• Decision Issue View
• Products across Catalogs
• SHP Sales Product View
• SWLS eChannel Solution Display View
• Sales Tools Across Catalogs
• Service Solution List View (SCW)
• Solutions Across Catalogs
• eAuction Auction Item Search View

To change the visibility properties

1. Log into Siebel Tools as a valid user.
2. Choose the "Types" tab.
3. Choose the View object in Object Explorer.
4. Scroll across the list applet to find the property "Visibility Applet Type" and change this value from Catalog to Organization or to another valid property.

For analysis and recommendations for choosing and implementing access control strategies from an upgrade perspective, please refer to Siebel SupportWeb for the Access Control Upgrade and Migration Guide technical note.

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