Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM >

Process of Setting Up Siebel PRM

In general, the channel operations manager does the preliminary work of setting up Siebel PRM when it is first deployed. After this preliminary planning and administrative work is done, the channel manager can add new partner companies and employees.

To set up Siebel PRM, perform the following tasks:

1. Setting Up the Organization Structure for Siebel PRM. Organizations are one way to control the data people can see. For example, if a user displays the All Contacts view, the contacts in that user's organization appear. Organizations also provide structure to organize relationships with partners through the hierarchy, and provide a way to set up and group partner employees. You must plan the organization hierarchy for your own company and your partner companies.
2. Defining Partner Responsibilities. Responsibilities determine which views people can see. For example, employees have a responsibility that includes the My Contacts view, managers have a responsibility that also includes My Team's Contacts view, and higher managers have a responsibility that also includes the All Contacts view. You control which responsibilities are available to partners. You must create the appropriate responsibilities so they are available to assign to users when you add the users.
3. Setting Up Access Groups and Categories for Siebel PRM. You use access groups and categories to share master data, such as literature and products, with partners. Access groups are groups of partner companies to which you can assign master data, regardless of their place in the organization hierarchy. Categories are groupings of master data.
4. Creating Price Lists for Siebel PRM. The channel operations manager must create the appropriate price lists for partners, so the channel manager can assign these to new partner companies that are added.
5. Setting Up Automatic Routing of Information for Siebel PRM. Optionally, you use Siebel Business Process Designer and Siebel Assignment Manager to route data automatically. For example, you can automatically send email to partners when certain application events occur.
6. Adding Partner Companies and Employees. After you have done the preliminary work of setting up Siebel PRM, you can add partner companies and employees.
7. Creating CHAMP Metrics. If you are planning to use CHAMP planning to work with your partners, create CHAMP metrics.

NOTE:  If you are using Siebel Application Network for real-time integration, in addition to the setup tasks described in this chapter, you must perform the setup tasks described in Setting Up Application Services Interfaces for Siebel PRM.