Generating Reporting Relationships

If you want to modify your organization structure by importing or updating positions using EIM, you must generate reporting relationships after running EIM to maintain organization relationships. Before generating reporting relationships, you must first activate position hierarchy by completing the procedure in Activating Position Hierarchy.

For best performance, complete all organization changes before generating reporting relationships, because this operation generates a high number of transactions for mobile users. This operation generates reporting relationships for all organizations and divisions regardless of the organization or division you have selected in the GUI. For more information on organization administration, see Siebel Security Guide.

Note: If you have mobile users, stop the Transaction Processor before clicking Generate Reporting Relationships. This is necessary because generating the reporting relationships can cause a large number of Siebel Remote transactions to also be generated.

To generate reporting relationships

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

2. In the Positions list, click Generate Reporting Relationships.

3. Click OK.