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Disabling Local Access to Views


You can disable local access to some views. If you allow the user to use the All views filter when connected to a local database, and if the table that a business object references possess limited visibility, then the remote client attempts to fix foreign key relationships when displaying data, and Siebel Remote sends the modified data to the server database and other remote clients. This behavior corrupts these databases. You must not allow the user to use the All views filter in this situation.

Consider an example that illustrates this behavior. If the remote client cannot locate an account for an opportunity in the local database, then the All Opportunity List view resets the value of the primary account of the opportunity to NULL. Siebel Remote copies the opportunity to the local database because an activity that the user owns references the opportunity. Siebel Remote copies the opportunity so that the remote client can display the opportunity name and the activity in the Activity List view. If the user is not a member of the sales team for the opportunity, then Siebel Remote does not copy the primary account of the opportunity. If the user accesses the All Opportunity List view to display the opportunity, and if the remote client does not find the primary account of the opportunity in the local database, then Siebel Remote resets the primary account of the opportunity to NULL, and then copies this modification to other databases. In this situation, limited visibility is related to the following types of visibility that are available with Siebel remote:

  • Enterprise
  • Limited
  • Private

To disable local access to views

  1. Log in to an administrative client.
  2. Navigate to the Administration - Application screen, and then the Views view.
  3. In the Views list, choose a view, such as the All Opportunity List view.
  4. In the Responsibilities list, make sure the Local Access check box does not contain a check mark.
  5. Repeat Step 2 through Step 4 for each view that Siebel CRM assigns to the user responsibilities.
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