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Oracle Partner Analytics Security Settings


Oracle's Siebel operational applications include Oracle's Siebel Sales, Oracle's Siebel Service, and Oracle's Siebel Partner Relationship Management. This topic describes the additional security configurations that may be necessary for the Siebel operational application Siebel ERM Analytics, which is divided into Workforce, Partner Manager, and Partner Portal Analytics.

Oracle Partner Analytics incorporates the concept of role-based analytics. Role-based analytics provides brand owners the ability to display dashboards and pages to users based on their specific roles. For example, a sales manager would have the ability to view dashboards related to pipeline and sales effectiveness, whereas the marketing manager would have the ability to view dashboards related to campaigns. Oracle Partner Analytics also includes flexible security mechanisms to control access to subject areas and to data.

The Analytics roles map to Siebel Responsibilities in the Siebel operational application. This topic describes the roles and associated dashboards and pages for both partner Manager and Partner Portal applications. It also includes subject area and data-level security settings for responsibilities.

Partner Manager Role-Based Interactive Dashboards Mapping

Table 107 provides the dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Manager application.

Table 107. Siebel Responsibilities for PRM Analytics
Responsibility
Dashboard
Page Tab Name

Channel Account Manager Analytics User

Channel Customers

Overview

Channel Customers

Sales

Channel Sales

Products

Channel Sales

Sales

Channel Service

Products

Channel Service

Service

Channel Training

Training Profile

Channel Executive Analytics User

Channel Customers

Customer Profile

Channel Executive

Customer Satisfaction

Channel Executive

Pipeline

Channel Executive

Product

Channel Executive

Program

Channel Executive

Revenue

Channel Executive

Service

Channel Segmentation

Channel Mix

Channel Segmentation

Partner Territory

Channel Segmentation

Partner Tier

Channel Segmentation

Partner Type

Channel Marketing Manager Analytics User

Channel Customers

Overview

Channel Customers

Sales

Customer Marketing

Effectiveness

Customer Marketing

Responses

Customer Marketing

ROI

Channel Operations Analytics User

Channel Commerce

Orders

Channel Commerce

Overview

Channel Commerce

Quotes

Channel Commerce

Products

Channel Customers

Overview

Channel Customers

Sales

Channel Customers

Service

Channel Marketing

Effectiveness

Channel Marketing

Overview

Channel Sales

Margins

Channel Sales

Pipeline

Channel Sales

Revenue

Channel Sales

Sales Cycle

Channel Sales

Wins

Channel Segmentation

Partner Territory

Channel Segmentation

Partner Tier

Channel Segmentation

Partner Type

Channel Service

Customer Satisfaction

Channel Service

Overview

Channel Service

Products

Channel Service

Resolution Time

Channel Service

Service Requests

Channel Training

Overview

Channel Training

Performance

Oracle's Siebel Partner Portal Role-Based Interactive Dashboards Mapping

The dashboard and page tab mapping for specific responsibilities in the Siebel PRM Partner Portal application are shown in Table 108.

Table 108. Responsibilities for PRM Partner Portal Analytics
Responsibility
Dashboard
Page Tab Name

Partner Executive Analytics User

Partner Executive

Pipeline

Partner Executive

Products

Partner Executive

Sales Effectiveness

Partner Executive

Service

Partner Operations Analytics User

Partner Commerce

Overview

Partner Commerce

Products

Partner Marketing

Overview

Partner Marketing

ROI

Partner Sales

Pipeline

Partner Sales

Revenue

Partner Service

Customer Sat

Partner Service

Overview

Partner Service

Service Requests

Partner Training

Training

Partner Sales Manager Analytics User

Partner Commerce

Orders

Partner Commerce

Overview

Partner Commerce

Quotes

Partner Sales

Pipeline

Partner Sales

Revenue

Partner Sales

Subordinates

Partner Training

Subordinates

Partner Sales Rep Analytics User

Partner Commerce

Orders

Partner Commerce

Overview

Partner Commerce

Quotes

Partner Sales

Pipeline

Partner Sales

Revenue

Partner Sales

Subordinates

Partner Training

Subordinates

Partner Service Manager Analytics User

Partner Service

Customer Sat

Partner Service

Overview

Partner Service

Service Requests

Partner Service

Subordinates

Partner Training

Subordinates

Partner Service Rep Analytics User

Partner Service

Overview

Partner Service

Service Requests

Partner Service

Subordinates

Partner Training

Subordinates

PRM Analytics Subject Area Mapping

Ad hoc queries in Siebel PRM Analytics are built by the user, depending on user responsibilities and based on columns in subject areas in the Analytics application. By restricting visibility to subject areas based on responsibilities, Oracle's Siebel PRM Analytics provides brand owners a flexible way to deploy role-based analytics.

The subject area visibility for responsibilities in Partner Manager are shown in Table 109, where a X indicates that subject area is visible for the user holding that responsibility.

Table 109. Responsibilities for PRM Partner Manager Analytics
Subject Area
Channel Executive Analytics User
Channel Operations Analytics User
Channel Account Manager Analytics User
Channel Marketing Manager Analytics User

Activities

X

X

X

X

Assets

X

X

X

 

Campaigns

X

X

X

X

Consumers

X

X

X

X

Customer Satisfaction

X

X

X

 

Customers

X

X

X

X

Orders

X

X

X

X

Partner Training

X

X

X

 

Partners

X

X

X

X

Pipeline

X

X

X

X

Pricing

X

X

X

X

Products

X

X

X

X

Real-Time Activity

 

 

 

 

Real-Time Assets

 

 

 

 

Service Requests

X

X

X

 

PRM Analytics Subject Area Visibility

The subject area visibility for roles in Partner Portal is shown in Table 110, where a X indicates that subject area is visible for the user holding that responsibility.

Table 110. Subject Area Visibility for PRM Partner Portal
Subject Area
Partner Executive Analytics User
Partner Operations Manager Analytics User
Partner Sales Manager Analytics User
Partner Sales Rep Analytics User
Partner Service Manager Analytics User
Partner Service Rep Analytics User

Activities

X

X

X

X

X

X

Assets

X

X

 

 

X

X

Campaigns

X

X

 

 

 

 

Consumers

X

X

 

 

 

 

Customer Satisfaction

X

X

 

 

X

X

Customers

X

X

X

X

X

X

Orders

X

X

X

X

X

X

Partner Training

X

X

X

X

X

X

Partners

X

X

 

 

 

 

Pipeline

X

X

X

X

 

 

Pricing

 

 

 

 

 

 

Products

X

X

X

X

X

X

Real-Time Activity

 

 

 

 

 

 

Real-Time Assets

 

 

 

 

 

 

Service Requests

X

X

 

 

X

X

PRM Analytics Data-Level Visibility

Oracle's Siebel PRM Analytics also provides brand owners the ability to restrict security based on the user's organization or position. This security mechanism makes sure that one user does not have access to another user's data. It also makes sure that one partner does not have access to another partner's data. Data-level security is administered for responsibilities. Details regarding setting up data-level visibility are provided in the topic Implementing Data-Level Security in the Oracle BI Repository. To change Partner Service Representative and Sales Representative to Organization-based security, follow the procedure shown in the topic Changing the Security Group from Position-Based to Organization-Based in Oracle BI.

Table 111 shows the data-level security settings included for the responsibilities in Partner Manager and Partner Portal.

Table 111. Siebel PRM Data-Level Security Settings
Responsibility
Data-Level Security
Type
Comments

Channel Executive Analytics User

No

N/A

N/A

Channel Operations Analytics User

No

N/A

N/A

Channel Account Manager Analytics User

No

N/A

N/A

Channel Marketing Manager Analytics User

No

N/A

N/A

Partner Executive Analytics User

Yes

Organization

Displayed records should match organization of the user.

Partner Sales Manager Analytics User

Yes

Organization

Displayed records should match organization of the user.

Partner Sales Rep Analytics User

Yes

Position

Displayed records should match position of the user.

Partner Service Manager Analytics User

Yes

Organization

Displayed records should match organization of the user.

Partner Service Rep Analytics User

Yes

Position

Displayed records should match position of the user.

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