Integrating with Oracle Siebel CRM Security

To configure BI Publisher to integrate with Siebel security, perform the tasks in the following sections.

Setting Up BI Publisher Roles as Siebel CRM Responsibilities

After setting up BI Publisher Roles as Siebel CRM Responsibilities, assign these roles to the appropriate users. You might also want to create additional reporting roles that you can use when setting up your report privileges in the BI Publisher.

  1. Using Siebel Administrator credentials, navigate to Administration - Application, and then Responsibilities.
  2. In the Responsibilities list, add a new record for each of the BI Publisher functional roles:

    • XMLP_ADMIN — Serves as the administrator role for the BI Publisher server.

    • XMLP_DEVELOPER — Allows users to build reports in the system.

    • XMLP_SCHEDULER — Allows users to schedule reports.

    • XMLP_TEMPLATE_DESIGNER — Allows users to connect to the BI Publisher server from the Template Builder and to upload and download templates and grants access to the layout editor.

  3. Assign these roles to the appropriate users. You might also want to create additional reporting roles that you can use when setting up your report privileges in the BI Publisher. For example, you might create a role called "EXECUTIVE_SALES" that you can assign a executive-level report folder. You can then assign that role to any user requiring access to the Executive reports.
  4. Ensure to assign the XMLP_ADMIN role to a user with administration privileges.

Configuring BI Publisher to Use Siebel Security

You configure BI Publisher to use Siebel Security on the Administration page.

To configure BI Publisher to use Siebel Security:
  1. Log in to BI Publisher with Administrator privileges. On the Administration page, select Security Configuration.
  2. In the Authorization region of the page, select Siebel Security from the Security Model list. Provide the following connection information:

    • Siebel Web Service Endpoint String

    • Administrator Username

    • Administrator Password

  3. Click Apply. Restart BI Publisher for the security changes to take effect.

When you log back in to BI Publisher, the responsibilities to which you added the BI Publisher functional roles are displayed on the Roles and Permissions page.

Adding Data Sources to Roles

To view a report generated from a particular data source, a report consumer's role must be granted access to the data source.

Similarly, to create a data model based on a particular data source, the report author's role must be granted access to the data source.

To grant a role access to a data source:

  1. On the Administration tab, under Security Configuration, click Roles and Permissions.
  2. Find the role to which you want to add data sources and click Add Data Sources. The Add Data Sources page is displayed.
  3. Locate the appropriate data sources in the Available Data Sources list and use the shuttle buttons to move the sources to the Allowed Data Sources list for the role.
  4. Click Apply.
  5. Repeat for all roles that need access to report data sources.

Granting Catalog Permissions to Roles

For a role to access objects in a folder, you must grant the role permissions to the catalog object.

You can grant permissions at the folder level, so that a role has the same access to every object in a folder, or you can assign access individually to each object in a folder.

See the following sections for more information:

To grant catalog permissions to a role:

  1. In the catalog, navigate to a catalog object that is required for a role.
  2. Click the More link for the object and then click Permissions to open the Permissions dialog.
  3. Click the Create icon to open the Add Roles dialog.
  4. Click Search to populate the list of Available Roles.
  5. Use the Move button to move the appropriate roles from the Available Roles list to the Selected Roles list.
  6. Click OK.
  7. Enable the appropriate permissions for the role by selecting the check boxes.
  8. If you have selected a folder: To apply the selections to all items within a folder, select Apply permissions to items within this folder.