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Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files

The responsibility that a customization package references creates a relationship between a Siebel CRM Desktop user and a CRM Desktop configuration. If the package is activated and published, then a user that the responsibility references can download the configuration that the package defines. This configuration is a collection of metadata files that CRM Desktop stores on the Siebel Server and downloads to IBM Notes during synchronization.

Figure 5 includes an example of how several users, U1, U2, and U3, are related to several responsibilities, R1, R2, R3, R4, and R5, and how these responsibilities are related to several customization packages, P1, P2, and P3.

Figure 5. Example of Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files

Explanation of Callouts

The following relationships exist between users, responsibilities, customization packages, and metadata files:

1. CRM Desktop user. The user of an implementation of Siebel CRM Desktop.
2. Responsibility. A Siebel responsibility, such as Sales Representative. It corresponds to the job role that the user performs.
3. Customization package. A collection of metadata files. CRM Desktop creates a relationship between these files and a responsibility. For more information, see About the Customization Package.
4. Metadata File. A description of CRM Desktop that CRM Desktop deploys to IBM Notes as XML code or JavaScript files. For more information, see About Metadata Files.

How Siebel CRM Desktop Allows Users to Access Siebel CRM Data

Siebel CRM Desktop allows the user to access Siebel CRM data in IBM Notes in the following ways:

• Through responsibility. Similar to how a view allows the user to access data in the Siebel Web Client, CRM Desktop uses a responsibility to create a relationship between the user and a customization package. This relationship identifies the application metadata that CRM Desktop sends to the user through metadata synchronization. The metadata defines the objects that CRM Desktop synchronizes with IBM Notes. For more information, see Guidelines for Assigning Responsibilities to Customization Packages.
• Through synchronization filters. The customization package includes metadata files that specify the data access control and the filters to apply when CRM Desktop synchronizes data with the Siebel Server. For example, the default configuration specifies that the user can synchronize accounts, contacts, and opportunities that are related to the sales team that Siebel CRM assigns to the user.

Depending on your business requirements, you can create different customization packages and assign them to different users through responsibilities. You can create different access control and synchronization filters for each customization package to meet individual user requirements.