Integrate with Oracle Siebel CRM Security
To configure Publisher to integrate with Siebel security, perform the tasks in the following sections.
Set Up Publisher Roles as Siebel CRM Responsibilities
After setting up 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 Publisher.
Configure Publisher to Use Siebel Security
You configure Publisher to use Siebel Security on the Administration page.
When you log back in to Publisher, the responsibilities to which you added the Publisher functional roles are displayed on the Roles and Permissions page.
Add 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.
- On the Administration tab, under Security Configuration, click Roles and Permissions.
- Find the role to which you want to add data sources and click Add Data Sources. The Add Data Sources page is displayed.
- 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.
- Click Apply.
- Repeat for all roles that need access to report data sources.
Grant 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.
- In the catalog, navigate to a catalog object that is required for a role.
- Click the More link for the object and then click Permissions to open the Permissions dialog.
- Click the Create icon to open the Add Roles dialog.
- Click Search to populate the list of Available Roles.
- Use the Move button to move the appropriate roles from the Available Roles list to the Selected Roles list.
- Click OK.
- Enable the appropriate permissions for the role by selecting the check boxes.
- If you have selected a folder: To apply the selections to all items within a folder, select Apply permissions to items within this folder.