Controlling Data Visibility on Catalog and

Category

Document Controlling Data Visibility on Catalog Version Rev 1.00

Name & Category
Reviewed Vishal Kumar Date last 04/16/2
by updated 007

Revision History

Author Change
Date Version
Reference
04/16/200 Manimaran Ganesan Initial Version
0.0a
7
04/26/200 Vishal Kumar Reviewed
1.0
7

Declaration:

We hereby declare that this document is based on our personal experiences and
experiences of our project members. To the best of our knowledge, this document
does not contain any material that infringes the copyrights of any other individual or
organization including the customers of Infosys.

Abstract: The purpose of this document is to share the knowledge that we gathered
during the execution of our project.

Target readers: Any Catalog and Category Administrator/Developer.

Siebel Application: Siebel Call Center, Siebel eService

References: Siebel Bookshelf

Siebel Support Web
 Table of contents

1OBJECTIVES...............................................................................................2
2DEFINING AN ACCESS GROUP.....................................................................2
3CREATE / SELECT AN APPROPRIATE CATALOG AND CATEGORIES..............4
4RELATING ACCESS GROUPS WITH CATEGORIES.........................................5
5Test the changes...........................................................................................8

1 Objectives

This document defines the procedure for controlling data visibility in Catalog and
Category appearing on eService application.

Siebel eService organizes the knowledge base through a catalog structure, which
includes one or more categories. Before configuring FAQs or other solutions, you
must define at least one catalog (named eService) and its associated categories.
This catalog and associated categories will represent the structure in which your
knowledge is organized, both internally and externally, for the customer.

A catalog is a collection of items arranged in a logical hierarchy of categories. Many

different kinds of content items can be grouped in catalogs in your Siebel
application.

Categories can contain content items and other categories (called subcategories).
Each category can belong to only one catalog and one parent category.

You can control the user access to Siebel referential data, such as FAQs and
Categories, so that a group of users can view specific FAQs or Categories. Such a
process would involve Create User Lists, Create Access Groups and Assign
appropriate User Lists to Access Groups.

2 Defining an Access Group

A. Creating an Access Group

 Login to Siebel Call Center application.

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  Navigate to Site Map à Administration – Group.

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  Administration – Group à Access Groups

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  Create a New Access Group or Select an appropriate Access Group
from the available list.

B. Assign appropriate User Lists to Access Group

 After selecting an Access Group, click on New button in the bottom

applet.

 Query for appropriate Name with Group Type as ‘Organization’ and

click on Add button. You can select and add multiple ‘Name’ as well.

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 3 Create / Select appropriate Catalog and Categories

 Navigate to Site Map à Administration – Catalog à Catalog

Administration.

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  In Catalogs list, query for the catalog and drilldown it on Name field.

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  The Categories for the selected Catalog will be listed out.

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  In Categories list, select the category to which access group needs to
be assigned and check the Private flag.

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 4 Relating Access Groups with Categories

 On the Catalog Administration screen, choose Access Groups

hyperlink in the Categories View tab.

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  Click on New button in Access Groups list, Add Access Groups
popup window will be displayed with available access groups. Select
the name which you have created in Step 2 and click on Ok button.

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  Resolution Documents list applet will be displayed just below the
Solution form applet. It may be blank as well.

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  To assign Resolution Documents, Click on Menu button and select
New Record option.

Controlling Data visibility on Catalog and Category Page 13 of 15

 5 Test the changes

As per the changes has been made in the previous sections, for Organization Amex
IT and ABC falling under Marketing Administrators access group. The users belongs
to that group do not have the access to Mall Support and Forms category and the
TCG Global is not part of that group and will have the access to the particular
category.

Organization: Amex IT and ABC

Organization: TCG Global

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