Verifying the Reporting Hierarchy and Employee Status

This process is a step in Process of Extracting the Server Database.

You must make sure that the reporting hierarchy for your organization is accurate and that the employee status is valid before you can extract the server database for a remote client.

To verify the reporting hierarchy and employee status

1. Log in to the Siebel Server with administrator privileges.

   For more information, see Logging in to the Siebel Database as an Administrator.

2. Make sure the reporting hierarchy for your organization is valid:

   1. Navigate to the Administration - Group screen, and then the Positions view.

   2. Verify that the user you are about to extract contains a valid position in your organization hierarchy.

      The routing rules use information from the Positions view of the Administration - Group screen. This information might affect the server database extract. For more information, see How Positions, Organizations, and Responsibilities Affect Access and Siebel Applications Administration Guide.

3. Verify the employment status.

   You must make sure that the Employee record for the remote client displays a status of Active. Some earlier versions of Siebel CRM did not populate this field. An inactive status or a null field value might prevent a successful extraction and initialization, and might cause incorrect data routing. You do the following work:

   1. Navigate to the Administration - User screen, and then the Employees view.

   2. Query the User ID field for the employee record you must verify.

   3. Click the Last Name field.

   4. Click the Job Information view tab.

   5. In the Job Information form, verify that the Employment Status field is Active.

      The remote client environment requires a value of Active.