Process of Implementing Initial Setup

To implement initial setup, perform the following tasks:

1. Add any custom views.

   Custom views are created in Siebel Tools and must be added to your Siebel application. Add custom views to the Views view before you define responsibilities. For information about adding views, see Adding Views to the Siebel Application.

2. Determine access control strategy and define business environment structure.

   You can set up your Siebel Business Applications to support many strategies for your company to control access to views and data. These strategies include methods such as defining your business environment structure (organizations, internal and external divisions, and so on), defining employee positions, and creating access groups so that specific groups of people have access to specific views and data.

   Make these decisions early in the deployment process, so that you can implement the strategy during the initial setup. For more information about controlling access to views and data, and the procedures for implementing access control, see Siebel Security Guide.

3. Enter employee records into the Siebel application and determine employee access to views and data.

   Enter employee records after you have defined your business environment structure. You must assign at least one responsibility to each employee, and you can also assign organizations, positions, or other access control parameters. For more information about entering or deactivating employee records, see Siebel Security Guide.

4. Complete employee setup. For information about associating additional information to an employee record, see Completing Employee Setup.

5. Assign employee skills. For more information, see Assigning Skills.

6. Set up locales.

   Locale Codes and parameters are necessary for a global deployment. For more information, see Setting Up Locales.