Module 7 Catalogs and Master Data

Siebel 8.
0 Essentials
Catalogs and Master Data
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Module 7: Catalogs and Master Data
Module Objectives
To identify how master data is organized into catalogs and categories

To identify how users are classified into access groups
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Business Requirement
Organizations have large amounts of data which must be
appropriately:
classified, so that it is easy to organize, navigate and search data
controlled, so that users have access to only relevant data
For example, companies want different sales divisions to have access
to different product lists

Solution
Siebel applications provide mechanisms for:

Organizing and classifying large amounts of static, referential data
Organizing users into groups for appropriate data access
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Master Data
Master data is static, referential data managed by administrators
It includes data such as:
Products
Solutions
Literature
Auction items
Resolution items
Events
Competitors
Training Courses
Visibility is controlled by:
Catalogs
Categories
Access Groups
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Catalogs
Catalogs comprise of the categories hierarchy.
Dont contain master data themselves
They are created to contain specific subset of master data
For example, customer documentation for credit card accounts
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Catalogs
Continued
Catalogs are declared as either public or private.

Public catalogs are visible to all users
Categories within public catalogs may still be declared private
Private catalogs have their visibility limited to only access groups associated
with them
Individual
categories in a
public catalog
may still be
private
Categories within
private catalogs
are private
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Catalog Types
Catalogs should have a catalog type
Seed catalog types include:
Infocenter
Buying
Partner
Customer
Training
Catalog type is used when querying for master data
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Categories
Categories are nodes in a catalog that contain:
Master data
Other categories
They are not shared between catalogs
However, two catalogs may have categories with the same name
Categories maybe declared as public or private
If a category is private, all of its sub-categories are also private
Private categories have their visibility limited to specified access groups
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Categories: Example
Although Categories B and C contain a Subcategory with name A,
these two Subcategories are distinct

Since Category B is private, Subcategory A of Category B is also
private
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Access Groups
Access Groups are collections of positions, user lists, organizations
and households used to access private catalogs and categories

They cannot contain individuals such as employees and users
To add an individual, create a user list with that individual as a member
Create User Lists in

the Administration
Group > User Lists
view and attach it to
an access group
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Access Group Hierarchies

Access Groups can be organized into a hierarchy
Child access groups inherit all of the access granted to its parent,
hence have more privileges than the parent

Hierarchical organization is useful to grant more privileged users
greater access
Parent
Access
Group
Child Access
Group
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Access Control
Access control is done by assigning access groups to catalogs and
categories
Individual records cannot be controlled like in customer data

Access is not inherited along the category hierarchy, and hence
access groups must be assigned to every category and catalog

requiring access
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Access Control
An access group can be assigned to a category only if:
The access group is assigned to the categorys parent, or
The access group is a child of an access group attached to the parent of the
category
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Access Control
Removing a parent access group from a category removes all the
child access groups from all its sub-categories

Example: Suppose access group Y is a child of access group X
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Building a Catalog
1. Create the catalog
2. Add categories to the catalog
3. Associate master data with the categories
4. Declare catalogs or categories private
5. Create access groups
6. Assign access groups
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Create the Catalog

To create a catalog, navigate to Administration-Catalog > Catalogs
view
Create a new catalog
Specify the name
Specify the catalog type
Specify other options
By default, a
catalog is marked
active; mark it as
inactive to make it
unavailable
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Add Categories to the Catalog

Drill down on the catalog name to navigate to the Categories view.
Add categories to the catalog
Drill Down on
the catalog to
see its
categories
Use these buttons for

promoting/demoting
categories
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Associate Master Data with Categories

Select the appropriate tab in the Categories view to add master data to
the category
For example, add

products data to
the current
category
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Declare Catalogs or Categories Private

To do so, set the Private Flag at the catalog or category level
Sub-categories are automatically marked as private
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Create Access Groups

To create access groups, navigate to Administration-Group > Access
Groups
Create the access group hierarchy as required
Create parents first, then the children
Specify parents for child records
Specify Parent
Access Group for
a child access
group
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Create Access Groups
Continued
Add positions, organizations and/or user lists to the access groups
Click New to add

parties to an
access group
Access group
Members may be
position,
organization or
user list
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Assign Access Groups

Assign access groups to catalogs or categories
Use the Cascade button to automatically assign an access group to all child
categories
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Access Control Summary

Access Control
Data
Views
Determined by
Responsibility
Customer Data
Master Data
Determined by
Personal
Positions
Organizations
Determined by
Determined by
Determined by
User ID
Position
Organization
Access Groups
Catalogs and
Categories
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Customer and Master Data

Customer Data:
Is dynamic and transactional (can be updated)
Is created and managed by the users of the application

Access is controlled at the record level
Master Data:
Is static read-only material to the end-user
Is created and maintained by company administrators

Access is controlled at the catalog and category level
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Module Highlights
Catalogs are containers for categories
Catalogs are marked private to restrict access to certain access
groups only
Categories contain master data
Categories are arranged in a hierarchy within a catalog
Categories can also be marked as private
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Lab
In the lab, you will:
Navigate catalogs, categories and access groups
Restrict access to master data contained in categories
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Siebel 8.

Catalogs and Master Data