Data Objects Layer Q&A

  • Upload
    mdwaris

  • View
    217

  • Download
    0

Embed Size (px)

Citation preview

  • 7/28/2019 Data Objects Layer Q&A

    1/71

    Data objects layer

    1.What are the various layers of object definition?

    2.What are the various types of tables that are present in siebel?

    The various types of tables are

    a. Data tables

    b. Intersection tables

    c. Extension tables

    d. Interface tables

    18.What are the types of extension tables?

    There are 1:1 extension table, 1:M extension table, and intersection tables.

    19.What are the uses of these extension tables?

    A 1:1 extension table extends the base table horizontally and has a suffix _X.

    In a 1:M extension table, there are multiple extension rows for each base table row. There arestandard one to many extention tables for certain major business components including

    opportunity, contact and account. These are primarily used to create MVG based on user created

    business components.

    An intersection table implements a many to many relationship between two business

    components.

    20.What is the S_PARTY table?

  • 7/28/2019 Data Objects Layer Q&A

    2/71

    The S_PARTY table allows you to configure business components related to access control andto import access control data and populate the necessary extension tables with data about persons

    and organizations. Party refers to all types of siebel persons and business data. A person refers to

    someone using the application or referred to in the application.

    S_PARTY serves as the base table for all party related business components and stores the party

    name and party type. It has multiple extension tables that store the business data for the partybusiness components.

    Person related business components store the majority of their data in S_CONTACT. Multiple

    business components use these tables.

    User responsibility relationship uses the S_PER_RESP intersection table. Any user can be given

    a responsibility.

    Organization related data represents any business enterprise associated with a siebel application.

    Organization related business components store their primary data in S_ORG_EXT and store

    additional data in S_BU. Multiple business components use these tables. S_BU table does thefollowing:

    Permits indexing on organization name Supports organizational visibility

    Single organization visibility is implemented by BU_ID foreign key column in the table for asingle organization business component.

    Multiple organization visibility is implemented by an intersection table between S_BU and the

    table for the multiple organization business component. Intersection tables for an organization

    have a _BU suffix.

  • 7/28/2019 Data Objects Layer Q&A

    3/71

    Business objects layer

    3. What is a business component?

    One fundamental entity in the enterprise and consists of multiple fields. It maps to one main

    table in the data objects layer and can include data from related tables. The grouping of data canbe achieved by

    Referencing an extension table Join of two tables Link that joins data in an intersection table

    4. What is a business object?

    A business object represents a major functional area, every major entity has a business object

    e.g. opportunity, account, contact etc.

    It is also a collection of related business components. Opportunity business object consists of

    opportunity related plus related contacts, activities, products etc.

    Each business object serves as the master or driving business component. A business object has

    only one parent, a link would be required for other business components to connect with the

    parent.

    5. What is a join?

  • 7/28/2019 Data Objects Layer Q&A

    4/71

    A join creates a relationship between a business component and a table that is not the business

    components base table.

    The join uses a foreign key in the business component to obtain rows on a one to one basis fromthe joined table even though the two do not have a one to one relationship.

    6. What is a join specification?

    A join specification is a child object the join that provides the details about how the join is

    implemented the business component

    7 What is an implied join?

    Underlying the one to one extension table relationship with the base table and businesscomponent is a set of hidden relationships called implied or implicit joins.

    The implied join makes the extension table rows available on a one to one basis to the business

    component that uses the extension table. This join always has the name of the extension table.

    A join column data cannot be updated while an implied column data can be updated. The

    following participate in the implementation of an implied join,

    Id fieldsystem field represents ROW_ID column in the base table. PAR_ROW_ID columnstands for parent row id. Every extension table has this column

    and every extension table row has a value there. It is used as a foreign key to the basetable that is eventually extended by the extension table

    8. What is a link?

  • 7/28/2019 Data Objects Layer Q&A

    5/71

    A link implements a one to many relationship between business components. It makes a master

    detail view possible. A pair of links may also be used to implement a many to many

    relationship.

    9. What is a multivalue link?

    This is used to implement a multi value group.

    21.What is sort specification?

    The value in the sort specification property, if it is non blank is the name of the field or list offields that imposes a sort order on the records returned to an applet that is associated with this

    business component. The field or fields must be child object definitions the business component.

    If a predefined query exists it can potentially override a sort specification in the businesscomponent.

    22.Can you implement a sort in a MVF?

    Yes. The MVF uses a MVL, which in turn uses a master and detail business component. If the

    sort specification is implemented in the detail business component sort can be done

    23.Can a sort be implemented in a picklist?

    Yes. For sorting different from default sorting the sort specification of the business component

    can be overridden with sort specification on picklist object.

  • 7/28/2019 Data Objects Layer Q&A

    6/71

    24.What is search specification property?

    This field if the value is non-blank in a business component definition, restricts the set of records

    provided to an applet using this business component, because a conditional expression is thevalue used.

    Records, which evaluate to value TRUE, are displayed and when the value is FALSE are not

    displayed.

    25.What is data driven read only behavior?

    Business components and fields can be configured as dynamically accessible, with their read

    only status turned on and off depending on the value in a particular field in the current record.

    BC Read only Field user property when TRUE causes current record to beread only.

    Field read only field specifies TRUE or FALSE test field and target field in

    same business component. When value is TRUE, the target field becomes readonly

    Parent read only specifies a TRUE or FALSE test business component orfield combination in the parent chain (parent, grandparent and so on) that when

    TRUE, causes the target business component to become read only

    26.What is a virtual business component?

  • 7/28/2019 Data Objects Layer Q&A

    7/71

    Business components based on external data are called virtual business components. These are

    used when the business component has to obtain data from a location other than a database table

    in the siebel database, but the information has to be presented in the standard siebel userinterface.

    27.What is a calculated field? How is it used?

    This is a field whose values are derived from the values in other fields in the business

    component or from the master business component in active link in which the current record is in

    detail but not stored in the database.

    Calculated fields have a calculated property of TRUE and a non-blank calculated value property.

    The calculated value field contains an expression built from field names, standard functions, and

    string, numerical and logical operators.

    27.What is force active property? How is it used?

    The Force active setting of TRUE indicates to the system that it must obtain data for the field

    every time the business component is accessed, even though the field is not displayed in the

    current applet. This adds the field in the SQL query each time.

    28.How do you implement a join?

    Choose the base business component in OBLE, expand in OE

    Choose Join in OBLE > add new record in OBLE specify the table to be joined,

    If necessary, set alias property. Set the outer join flag to TRUE.

  • 7/28/2019 Data Objects Layer Q&A

    8/71

    Choose SVF of base business component in OBLE; select the column, which references the

    table to be joined. This is the foreign key. Give this a name and set type property to DTYPE_ID.

    Choose Join object again, select Join specification under join. > Add new record. Give it a

    name. Fill source field column with foreign key. This will be retrieved from the SVF.

    Select SVF again > add record, select join field and choose joined table from picklist. Fill in

    column with columns now being retrieved from joined table. Fill in the name property. Add as

    many records as necessary.

    Add the joined columns to appropriate applet. For list applet add under list column. Edit weblayout of applet and drag and drop added fields for all modes. For form applet drag text controls

    from toolbar and set property in properties window in all modes

    Save and compile. Test application.

    29.How do you implement a link?

    There are two types of links. They are the one to many link, and, the many to many link.

    The one to many link is configured as below:

    Choose link object in OE > Add new record in OBLE.

    Enter values forName

    Project

    Parent business

    component

    Child business

    component

    Source field (default

    ROW_ID)

    Destination field

    Add SVF in destination B.C to expose foreign key

  • 7/28/2019 Data Objects Layer Q&A

    9/71

    Now add link object to the column link in business object component

    Now create a view to display the applets of both the linked business

    components

    Add view to views and responsibilities in application admin

    Compile and test the application.

    The many to many links make use of an intersection table. The relationship is one to many each

    way. So the intersection table, the parent inter column, the child inter column properties are used.

    Choose link object in OE > Add new record in OBLE.

    Enter values for -Name

    Project

    Parent business component

    Child business component

    Inter table

    Inter parent column

    Inter child column

    Add detail business component to business object component.

    Now add link object to the column link in the bus. Obj. component

    Now create the view, which will display the applets of the linked businesscomponents.

    Now add this view to screen view of parent screen.

  • 7/28/2019 Data Objects Layer Q&A

    10/71

    Add view to views and responsibilities (application admin)

    Compile and test the application.

    30.How do you use link in Multi value group?

    31.How do you use link in M:M relationship?

    32.How do you use link when merging records?

    33.How do you implement multi value links?

    34.How do you implement indirect multi value links?

    35.What is a join constraint?

    A join constraint is a constant valued search specification applied to a column during a join. It

    is for use with outer joins.

    36.How do you use re default value for a join?

    37.How do you bring data from S_PARTY and its extention tables? What is the sort of join you

    will use? Why?

    User interface layer

    10. What is an applet?

    An applet allows access to the data of a single business component for viewing, editing and

    modifying fields in the business component.

  • 7/28/2019 Data Objects Layer Q&A

    11/71

    11. What is a view?

    A view presents one or more applets together at one time in a predefined visual arrangement

    and logical data relationship. Views are named and a specific view is selected by name. A givenview is mapped to a single business object which determines the relationship between the data

    displayed in two or more applets in the view. Each applet in a view must map to a business

    component in that business object. The business components that are required to be included ineach view are (1) For a view on a business objectall the business components to which, applets

    in that view are mapped, (2) Any business component whose data is exported in a report from a

    view based on the business object.

    12.What are screens?

    These are a collection of related views. All views in a screen map to the same business object(except administration screens).

    13.What are the various steps in configuration?

    The following are the steps in configuration:

    Create Project Create business component Create business object Create Applets, views, and screens Associate each applet & view with correct template Modify each template as needed to reflect corporate image Establish mappings between controls and templates Create web application definition

    Compile the repository changes into .srf file. Test the application Deploy the application

    14.What is visibility?

  • 7/28/2019 Data Objects Layer Q&A

    12/71

    Visibility refers to the level of access users have to the content of the application

    Each employee has a login name value assigned, which is the same as that personsdatabase user name.

    Each employee record also has a position field and a responsibility field (each of whichcan hold multiple values). These two fields plus the user logon establish visibility for that

    user.

    The set of access rights which allows portions of the application and data to be seen by specific

    users (employees) is called visibility.

    15.What is responsibility?

    A user can have one or more responsibilities assigned. A users responsibilities (one or more)identifies the views to which the user can navigate in siebel applications.

    The user has access to all the views in the union of all the responsibilities assigned e.g. You

    could assign a sales manager, both the sales manager responsibility and the field salesresponsibility.

    If a users responsibility does not include a specific view the ability to navigate to that particular

    view is disabled (using menu option, drilldown etc.).

    16.What is position?

  • 7/28/2019 Data Objects Layer Q&A

    13/71

    A user can have one or more positions assigned. The position describes the persons job title inthe organization. The position is also used to determine if the user has manager supervises

    persons who have visibility to particular records. In this case the user has manager visibility to

    these records.

    17.What are the mechanisms used for access control?

    Access control is implemented through 3 mechanisms

    38.What are the various modes of an applet?

    An applet can be displayed in 5 modes (1) Baseread only (2) Editfor updating values (3)

    Newfor creating a new record (4) Querywhere query is different from edit (5) Edit listfor

    editing records.

    39.What are the various types of applets?

    The various types of applets are:

    1. Form applet2. List applet3. Pick applet4. Multi value group applet5. Chart applet6.

    Association applet7. Explorer or tree applet

    8. File attachment applets

  • 7/28/2019 Data Objects Layer Q&A

    14/71

    40.Can you include controls inside a list applet?

    Yes. Controls like check box, picklist, label, combo box can be placed inside a list applet.

    41.What is field display format for? How many display formats are there?

    This specification is for data displayed by the text box control in an applet, and non-data typesas well. There are 6 types primarily,

    DTYPE_NUMBER numeric values, if left blank the regional settings are

    taken

    DTYPE_CURRENCY currency, unless explicitlydeclared regional windows settings are taken. Display of

    currency values can also be controlled in currency

    administration view.

    DTYPE_DATETIME One of the key words date,

    DateTime, DateTimeNoSec, TimeNoSec may be specified

    DTYPE_DATE Blank picks up regional settings or explicitly using M, D, Y, and /

    symbols

    DTYPE_TIME Blank takes regional

    settings. Explicit declaration H, h, m, s and :

    DTYPE_PHONE Blank uses regional setting

    42.What is runtime property?

    When a text box has an MVG applet or a picklist property other than blank, a True/False value

    directs the system to activate or deactivate an icon or dropdown arrow, A False value willdeactivate the MVG or picklist. A runtime value of True combined with blank MVG or

  • 7/28/2019 Data Objects Layer Q&A

    15/71

    pickapplet property will direct the system to determine from the data type to display an icon for

    calculator, calendar or currency popup.

    43.What is the button control property used for?

    The button control initiates an action when clicked. There are several types of button controls

    (1) Button (2) Mini Button Edit (3) Mini Button New. A button can invoke a built in method orcustom method using SiebelVB, Siebel eScript or browser script. The method invoked is the

    name of the Method Invoked when the button is clicked. This is the only way to invoke

    SiebelVB, Siebel eScript, or Browser script. The runtime property must be set to True. The read

    only property must also set to be False.

    44.What is the difference between combo box control and static pickles?

    Both are similar in nature. While the static picklist is implemented through a textbox, the

    combo box has its own control called Combo box.

    45.What is the total required property?

    This is a True/ False value indicating whether the list column is to be totaled

    To configure a list applet to display totals

    Set the totals displayed property to True for that list object. Set the Total required property of the specific list columns that need to be totaled to True. Set the Web Template used by the Base or EditList Applet Web Template to Applet List

    Totals (base/editlist).

    To enable expression based totals.

  • 7/28/2019 Data Objects Layer Q&A

    16/71

    Set the total required attribute. Add a user property named TotalAsExpr for the list. Check whether the business component field to which the list column is mapped has an

    expression defined

    46.What is HTML type property?

    This specifies the type of control e.g. Field, Text, Combo box, Check box, button, and ActiveX.

    47.What is the difference between label and caption?

    The difference between label and caption type is in the SWE tag syntax used for this control in

    the Web Templates. To show a caption the value of the attribute property of the swe control

    should be set to Formatted HTML.

    48.What is the field control?

    This is a custom control and is stored in the Siebsrvr/ Webtempl/CCHTMLType,

    dCCHTML.swf and cfgHTMLType.swf. The SWE framework looks up the controls in these

    files for information on how to display them.

    49.What is a thread bar?

    The thread bar is a navigational tool. It provides the means to navigate from view to view among

    the views previously visited in the current screen. The entries in the thread bar identify a view.The name of the view is given in a box.

  • 7/28/2019 Data Objects Layer Q&A

    17/71

    50.How do you configure thread behavior?

    The following properties are set.

    Thread applet propertySpecifies which of the applets appearing in the view suppliesthe data value for the thread field.

    Thread field propertyThe name of the field whose data value is included in the arrowbox, following the thread title. This is a field in the business component, associated withthe applet identified in the thread applet property.

    Thread title propertyThe text used in the thread to identify the view.

    51.What is drilldown?

    It allows the user to navigate (drilldown) from a cell in an applet to a particular view Drill

    down controls consist of colored underlined text like a hyperlink.

    52.How many types of drilldown are there? How are they different?

    There are two types of drilldown, the static or standard drilldown, and the dynamic drilldown.In a static drilldown. The user is taken from one view to another view, which is the same every

    time. A dynamic drilldown enables hyperlink navigation to multiple views from the samehyperlink field. This depends on the value of a field in the applets current record.

    53.How many levels of navigation are there?

  • 7/28/2019 Data Objects Layer Q&A

    18/71

    There are four levels.

    The top level Page tabs allow users to navigate betweenscreens.

    The second level The views displayed in the comboBox on the toolbar allow users tonavigate between views. These are context views controlled by visibility properties. They

    can also be a list of all available views in a screen e.g. Application administration. Thevisibility applet property of the view determines whether the view appears in the Shoe:

    ComboBox on the toolbar or as a view tab. Not null will put this in the show:ComboBox

    The third level View tabs (between the top and bottom applet) allow users to navigatebetween master and detail views to see different kinds of data.

    The fourth levelViews that appear in a show:ComboBox that appears in the sub-viewallow users to select between different sub-views (e.g. different chart views). This viewappears in the ComboBox if the screen view has non-null values for the following

    properties:

    1. Category - Logical representation of what category the view belongs to.

    2. Category Menu TextThe display value within the combobox.

    Category viewbar text propertyThe display text of the view tab under which it appears. Thevalues of category and category viewbar text properties are generally the same.

    54.What is a web page?

    Web pages contain views and other persistent objects. The relationship between a web page and

    a view is established using tags within the web page swt template. The child object is the webpage item. This can be shown on a web page, similar to control except it is not placed in an

    applet. The web page Item parameter is a child object of the web page item. Definition varies

  • 7/28/2019 Data Objects Layer Q&A

    19/71

    depending upon the item. The web page object is the top level object in the web hierarchy, that is

    used to create web pages such as the login page, Error page, container pages and so on.

    55.What is a web template?

    This establishes a relationship between a representation on an swt file in the repository and the

    actual file stored in the directory. The child object of this is the web template file, which containsthe actual file name stored in the directory.

    56.What is an applet web template?

    The applet web template establishes an association between a parent applet and a web

    template. There are 5 modes, and each of these modes are mapped to a template. Applets may

    have several edit and new applet web templates, but will have at most one base and query appletweb template. Applet web template item is the child object and has list items, applet controls and

    web controls that belong to the applet web templates.

    57.What is a command object type?

    This definition specifies which method is called when a toolbar icon or an application level

    menu item is associated with the command is executed (applets and menus do not havecommand objects. It also specifies the bitmap, which appears on the toolbar icon for toolbar

    items. This object type has the following properties:

    Target propertySpecifies whether a browser, server or browser applet handles theinvoke method. For browser it is Java script. For server it is the object manager. For

    Browser appletused for high interactivity mode.

    Business service propertySpecifies the server (depending upon target property) thathandles the invoke method.

  • 7/28/2019 Data Objects Layer Q&A

    20/71

    Method propertySpecifies the name of the method to invoke when the menu item ortoolbar icon is selected.

    Method argumentProvides the means to pass an argument to the invoke method.

    Show popup propertyTrue value opens a new browser window before invoking themethod. False specifies the method is invoked in current window.

    HTML popup dimension propertyDimension in pixels of the popup window whenshow popup is True,

    HTML bitmapSpecifies the bitmap.

    Tooltip text propertyIf blank built-in methods are invoked including languagelocalization.

    58.What is toolbar object type property?

    For each toolbar object an object definition can be created. It can be activated and deactivated.Icons can also be associated or removed. This uses HTML toolbars, where the buttons are static

    images, which can be dimmed. The important properties are :

    Classblank for HTML, Java class is specified for Java toolbar.

    NameReferenced by other object definitions and by tag in the name =clause.

  • 7/28/2019 Data Objects Layer Q&A

    21/71

    Display nameused for history button and to show hide toolbars by name

    The toolbar item contains the definitions of the toolbar and can include the command.

    59.How do you activate and deactivate menu items and toolbar items?

    This can be done by the CanInvokeMethod mechanism in InvokeMethod (for the method

    specified in the command, applet method menu item or class method menu item) and will be

    automatically called prior to displaying the menu or toolbar. If this method returns false, thetoolbar item or menu item is not displayed.

    Suppression and activation of individual applet level menu items at design times is supported by

    means of the suppress menu Item property in the class method menu item and applet method

    menu item object types. This is not for application level menus and toolbars.

    60.What is an icon map? How is it used?

    The icon map object type allows you to render column or list column field values as icons.

    Each icon map is a collection of child objects called icons. Icon objects are associated with

    bitmaps objects, which define the image for the icon and corresponds to a particular field value.

    Controls and list columns have an attribute called icon map that allows you to define the icon

    map object that you want to use for rendering the field values.

  • 7/28/2019 Data Objects Layer Q&A

    22/71

    To use this

    Create a bitmap category,

    Create bitmaps for each image that you want to display and specify the name of the image.

    Create a new icon map.

    Create one icon object for each field value and set the following properties.

    1. Nameset to field value

    2. Bitmap categoryset to bit map category just created

    3. Bit map- set to the bit map image name for the field value

    4. Set the HTML icon map attribute of the list column or control to the icon mapnewly created in step 3

    61.What happens if you set the show in list property to false?

    The list column is hidden. But it can be seen by selecting the columns displayed from the rt.

    Click menu. You can then select this column to be displayed.

    62.What does the web applet editor do?

    This helps ensure visually accurate and correctly translated configuration, by providing design

    time preview of the applet in various modes and with various language settings. It allows you to

  • 7/28/2019 Data Objects Layer Q&A

    23/71

    map controls and list columns to web templates. You can also add controls by dragging and

    dropping them from the toolbar including custom controls such as minibutton and position on

    row.

    63.What is the role of the visibility applet property in a view?

    A null value places the view in a view tab. A non-null view places the view in the show:combobox.

    64.How do you provide user access to a new view?

    You have to log in as administrator. Add the new view to the list of views Add the view to a responsibility

    Depending upon the nature of the view and the users, the application administrator may also

    need to,

    (a) Add new responsibilities

    (b) Add employees to the new responsibilities.

    65.If you want the view to show up in the 4th level navigation, what should you do?

    Add this view in the screen view, and then set the following properties

    Menu text propertyBoth the screen view menu text property and thescreen menu item display value show up in the site map. The

    former shows up as a sub-item of the latter.

    Sequence propertyspecifies the order in the cascading menu.

  • 7/28/2019 Data Objects Layer Q&A

    24/71

    Category text menu and category viewbar text both set to same value will show up in thecombobox.

    66.What happens if you define a screen under the application page tab?

    It will appear in the first level navigation in the user interface

    67.What happens if you define a screen under the screen menu item object?

    It will appear as hyperlinks in the site map

    68.How do you configure a web page?

    Select a target browser from the drop down list on the toolbar

    Lock your project.

    In the object explorer, select web page object

    In the web pages list object editor, select the web page you want to modify, rt,

    click choose edit web layout. The web layout (container page) appears.

    Select a custom control from the combobox on the toolbar and drag it to theplaceholder.

  • 7/28/2019 Data Objects Layer Q&A

    25/71

    Set the properties (like Caption, InvokeMethod) using the properties window.

    69.How do you create a new toolbar for an application?

    In the types view in the object explorer, double click the toolbar object type.

    Then choose Edit > New record.

    Specify the name property.

    To expose the toolbar to the user interface, you need to add a specific tag to the containerpage or one its child templates that you are using.

    70.How do you add a new icon to an existing toolbar?

    Verify that that the bitmap image that you want to use on the toolbar icon surface,currently exists as a child bitmap object definition of the bitmap category objectdefinition named command icons.

    Verify that the method, you want for this toolbar icon to invoke, currently exists. If notadd to PreInvokeMethod.

    Navigate to command object in OE. Add a new command object definition in the objectlist editor. Specify the HTML bitmap to use in the bitmap property, the method to invokein the method property and other properties.

    Navigate to the toolbar object definition, to which the new toolbar item is to be added.

  • 7/28/2019 Data Objects Layer Q&A

    26/71

    In the OE select the toolbar item object type.

    In the OE, add a new toolbar item object definition. Specify the name, the name of thecommand object definition which supplies the bitmap and method, and the sequence ofthe toolbar icon related to the other toolbar icons relative to the other toolbar icons

    appearing in the toolbar items list in the OBLE.

    71.How do you create a command object?

    By using the command object wizard,

    Choose file> new object> command.

    Enter the project for which you want to create the new command object. Enter a uniquename for the command object.

    Select whether you want the method invoked by the command, to be handled by thebrowser or the server.

    Enter the method to be invoked by the command.

    You can provide the argument to be passed to the method.

    In the windows dimension box do the following,

  • 7/28/2019 Data Objects Layer Q&A

    27/71

    1. Specify if the command should be executed in a new browser window. If sospecify the height and width.

    2. Specify the HTML bitmap and tooltip text associated with the command.

    Review and click finish.72.How do you create applet menus?

    By using the applet method menu wizard you can,

    - Suppress the inherited method menu item

    - Resurrect inherited method menu items

    Choose File > new object.

    Select the applet method menu object.

    In the applet method menu dialog box. Specify the applet whose method menu you wantto modify, and the project for the applet. Only locked projects will appear.

    In the second applet method menu dialog box.

    - Make a menu item visible in an applet by moving the item to the selected menu itemwindow.

    - Suppress a menu item by moving it out of the selected item window.

  • 7/28/2019 Data Objects Layer Q&A

    28/71

    If you are creating a new menu item, and you have checked the box labeled create newmenu item on the applet method menu item dialog box click next.

    Create a new method menu item definition by selecting an entry from the select thecommand to be executed by this menu field.

    From the enter the text to be displayed for this Menu item field, specify the text todisplay for this method menu item. Then click next.

    Click create menu item.

    The second applet method menu item dialog box appears, and the method menu item justcreated is displayed in the selected items list box.

    Click - Finish

    73.What is a pick applet?

    Pick applets allow users to select values from a list, and have the selection entered into

    controls or list columns. They are invoked by clicking the Select button that appears next to a

    certain field.

    Pick applets contain a scrolling list table of available selection in one list column. The pick

    applet selection can populate more than one field in the original applet.

    Pick applets maintain the foreign keys that facilitate join relationships.

    74.How is a pick list configured?

  • 7/28/2019 Data Objects Layer Q&A

    29/71

    75.What are the different types of pick lists?

    The different types are the static picklist and the dynamic picklist.

    76.What is static pick list, dynamic pick list, and constrained pick list?

    A static picklist is a selection choice invoked from a particular text box or list column in anapplet.

    You can dynamically filter a pick applet to display only records that have field values matching

    corresponding fields in the originating business components records. This is called constraininga picklist. Pick applet constraints are defined using the constraints property in the pickmap object

    type If the constraint property is True then the pickmap behaves as a constaint pickmap. If false

    it behaves as a copy picklist. If the constrained field refers to a joined table in the pick businesscomponent, the foreign key field must also be constrained.

    77.How are these pick lists configured?

    78.What is the difference between a static pick list and a dynamic pick list?

    They are similar in nature because both of them display a list for the user to choose.

    They are different because the static picklist does not draw values dynamically from a

    pick business component.

    The static picklist does not invoke a dialogbox with multiple list columns and buttons.

  • 7/28/2019 Data Objects Layer Q&A

    30/71

    The static picklist dies not populate multiple columns in the originating applet.

    79.What is popup visibility?

    79.What is a multivalue group?

    80.How do you configure a Multi Value Field to include multiple values?

    81.What is an association applet?

    An association applet provides users with the ability to associate a parent record with one or

    more children, through an intersection table. An association applet is a dialog box. Multiselection is available only in the association applet. Fields in the association applet cannot be

    updated. Association applets are used only with pairs of business components that have a many

    to many relationship, which is implemented, by an intersection table and a pair of links. Anassociation applet cannot be constrained through properties like a pick applet. You have to use

    eScript or VB Script.

    82.How many types of templates are there in Siebel?

    There are four types,

    1. View template2.

    Applet template3. Web page template

    4. Formatting templates

    83.What are siebel tags?

  • 7/28/2019 Data Objects Layer Q&A

    31/71

    These are special tags that you insert into template files. They specify how objects defined inthe repository should be laid out, and formatted in the final HTML page in the users web

    browser.

    84.What is high interactivity?

    Traditional web applications follow a model whereby almost every user action results in a page

    refresh. These frequent page refreshes slow down users and waste time. The Siebel highinteractivity framework reduces the number of refreshes, and is used only in employee

    applications such as Siebel sales and call center. Applications such as esales and Eservice do use

    the high interactity framework and are called standard interactivity applications. The interactivityis defined in the application by setting HighIteractivity to true in the [SWE] section of the .cfgfile.

    85.What is the difference between the applet toggle pick list and the sub-category pick list?

    The sub-category pick list is for view navigation; the applet toggle is for selection of an applet

    within the detail portion of the view.

    86.What are the various page templates?

    1. Acknowledgement web page2. Container web page3. Error web page4.

    Login web page5. Log off acknowledgement web page

    6. Sort web page

    87.What is the use of the acknowledgement web page?

  • 7/28/2019 Data Objects Layer Q&A

    32/71

    If in an application this property is not set the user is taken to this page after a successful login.

    88.What is the use of the container web page?

    This page defines the structure of the application, and contains the common UI components. Allviews and pages are shown within the context of the container page. The container page is the

    outermost template; it references the view templates, which in turn references the applet

    templates. The container page consists of,

    The top, contains the corporate banner, and tags for predefined queries. The screen bar is generated beneath these. The view bar is loaded into the left portion of the page.

    Once the container page is loaded with screen and view names displayed, they (screen names and

    view names) function as hyperlinks.

    1. When a screen name is clicked the template for the default view for that screen isobtained and the view is generated and displayed.

    1. When a view name is clicked in the view bar, the view template that is referenced in theviews object definition is loaded.

    The Siebel web engine processes the set of tags in the view template to incorporate applets intothe page

    User interface layer

  • 7/28/2019 Data Objects Layer Q&A

    33/71

    10. What is an applet?

    An applet allows access to the data of a single business component for viewing, editing and

    modifying fields in the business component.

    11. What is a view?

    A view presents one or more applets together at one time in a predefined visual arrangement

    and logical data relationship. Views are named and a specific view is selected by name. A given

    view is mapped to a single business object which determines the relationship between the data

    displayed in two or more applets in the view. Each applet in a view must map to a businesscomponent in that business object. The business components that are required to be included in

    each view are (1) For a view on a business objectall the business components to which, applets

    in that view are mapped, (2) Any business component whose data is exported in a report from aview based on the business object.

    12.What are screens?

    These are a collection of related views. All views in a screen map to the same business object

    (except administration screens).

    13.What are the various steps in configuration?

    The following are the steps in configuration:

    Create Project Create business component Create business object Create Applets, views, and screens Associate each applet & view with correct template Modify each template as needed to reflect corporate image Establish mappings between controls and templates

  • 7/28/2019 Data Objects Layer Q&A

    34/71

    Create web application definition Compile the repository changes into .srf file. Test the application Deploy the application

    14.What is visibility?

    Visibility refers to the level of access users have to the content of the application

    Each employee has a login name value assigned, which is the same as that personsdatabase user name.

    Each employee record also has a position field and a responsibility field (each of whichcan hold multiple values). These two fields plus the user logon establish visibility for that

    user.

    The set of access rights which allows portions of the application and data to be seen by specific

    users (employees) is called visibility.

    15.What is responsibility?

    A user can have one or more responsibilities assigned. A users responsibilities (one or more)identifies the views to which the user can navigate in siebel applications. If a users responsibility

    does not include a specific view the ability to navigate to that particular view is disabled (using

    menu option, drilldown etc.).

    16.What is position?

    A user can have one or more positions assigned. The position describes the persons job title in

    the organization. The position is also used to determine if the user has manager supervises

  • 7/28/2019 Data Objects Layer Q&A

    35/71

  • 7/28/2019 Data Objects Layer Q&A

    36/71

    41.What is field display format for? How many display formats are there?

    This specification is for data displayed by the text box control in an applet, and non-data types

    as well. There are 6 types primarily,

    DTYPE_NUMBER numeric values, if left blank the regional settings are

    taken

    DTYPE_CURRENCY currency, unless explicitly

    declared regional windows settings are taken. Display of

    currency values can also be controlled in currencyadministration view.

    DTYPE_DATETIME One of the key words date,

    DateTime, DateTimeNoSec, TimeNoSec may be specified

    DTYPE_DATE Blank picks up regional settings or explicitly using M, D, Y, and /

    symbols

    DTYPE_TIME Blank takes regional

    settings. Explicit declaration H, h, m, s and :

    DTYPE_PHONE Blank uses regional setting

    42.What is runtime property?

    When a text box has an MVG applet or a picklist property other than blank, a True/False value

    directs the system to activate or deactivate an icon or dropdown arrow, A False value will

    deactivate the MVG or picklist. A runtime value of True combined with blank MVG orpickapplet property will direct the system to determine from the data type to display an icon for

    calculator, calendar or currency popup.

    43.What is the button control property used for?

  • 7/28/2019 Data Objects Layer Q&A

    37/71

  • 7/28/2019 Data Objects Layer Q&A

    38/71

    46.What is HTML type property?

    This specifies the type of control e.g. Field, Text, Combo box, Check box, button, and

    ActiveX.

    47.What is the difference between label and caption?

    The difference between label and caption type is in the SWE tag syntax used for this control in

    the Web Templates. To show a caption the value of the attribute property of the swe control

    should be set to Formatted HTML.

    48.What is the field control?

    This is a custom control and is stored in the Siebsrvr/ Webtempl/CCHTMLType,dCCHTML.swf and cfgHTMLType.swf. The SWE framework looks up the controls in these

    files for information on how to display them.

    49.What is a thread bar?

    The thread bar is a navigational tool. It provides the means to navigate from view to view among

    the views previously visited in the current screen. The entries in the thread bar identify a view.The name of the view is given in a box.

    50.How do you configure thread behavior?

    The following properties are set.

  • 7/28/2019 Data Objects Layer Q&A

    39/71

    Thread applet propertySpecifies which of the applets appearing in the view suppliesthe data value for the thread field.

    Thread field propertyThe name of the field whose data value is included in the arrowbox, following the thread title. This is a field in the business component, associated with

    the applet identified in the thread applet property.

    Thread title propertyThe text used in the thread to identify the view.

    51.What is drilldown?

    It allows the user to navigate (drilldown) from a cell in an applet to a particular view Drill

    down controls consist of colored underlined text like a hyperlink.

    52.How many types of drilldown are there? How are they different?

    There are two types of drilldown, the static or standard drilldown, and the dynamic drilldown.

    In a static drilldown. The user is taken from one view to another view, which is the same everytime. A dynamic drilldown enables hyperlink navigation to multiple views from the same

    hyperlink field. This depends on the value of a field in the applets current record.

    53.How many levels of navigation are there?

    There are four levels.

    The top level Page tabs allow users to navigate betweenscreens.

  • 7/28/2019 Data Objects Layer Q&A

    40/71

    The second level The views displayed in the comboBox on the toolbar allow users tonavigate between views. These are context views controlled by visibility properties. They

    can also be a list of all available views in a screen e.g. Application administration. The

    visibility applet property of the view determines whether the view appears in the Shoe:ComboBox on the toolbar or as a view tab. Not null will put this in the show:ComboBox

    The third level View tabs (between the top and bottom applet) allow users to navigatebetween master and detail views to see different kinds of data.

    The fourth levelViews that appear in a show:ComboBox that appears in the sub-viewallow users to select between different sub-views (e.g. different chart views). This viewappears in the ComboBox if the screen view has non-null values for the followingproperties:

    1. Category - Logical representation of what category the view belongs to.

    2. Category Menu TextThe display value within the combobox.

    3. Category viewbar text propertyThe display text of the view tab under

    which it appears. The values of category and category viewbar text propertiesare generally the same.

    54.What is a web page?

    Web pages contain views and other persistent objects. The relationship between a web page and

    a view is established using tags within the web page swt template. The child object is the webpage item. This can be shown on a web page, similar to control except it is not placed in an

    applet. The web page Item parameter is a child object of the web page item. Definition varies

    depending upon the item. The web page object is the top level object in the web hierarchy, that isused to create web pages such as the login page, Error page, container pages and so on.

    55.What is a web template?

  • 7/28/2019 Data Objects Layer Q&A

    41/71

    This establishes a relationship between a representation on an swt file in the repository and the

    actual file stored in the directory. The child object of this is the web template file, which contains

    the actual file name stored in the directory.

    56.What is an applet web template?

    The applet web template establishes an association between a parent applet and a webtemplate. There are 5 modes, and each of these modes are mapped to a template. Applets may

    have several edit and new applet web templates, but will have at most one base and query applet

    web template. Applet web template item is the child object and has list items, applet controls and

    web controls that belong to the applet web templates.

    57.What is a command object type?

    This definition specifies which method is called when a toolbar icon or an application level

    menu item is associated with the command is executed (applets and menus do not have

    command objects. It also specifies the bitmap, which appears on the toolbar icon for toolbaritems. This object type has the following properties:

    Target propertySpecifies whether a browser, server or browser applet handles theinvoke method. For browser it is Java script. For server it is the object manager. For

    Browser appletused for high interactivity mode.

    Business service propertySpecifies the server (depending upon target property) thathandles the invoke method.

  • 7/28/2019 Data Objects Layer Q&A

    42/71

    Method propertySpecifies the name of the method to invoke when the menu item ortoolbar icon is selected.

    Method argumentProvides the means to pass an argument to the invoke method.

    Show popup propertyTrue value opens a new browser window before invoking themethod. False specifies the method is invoked in current window.

    HTML popup dimension propertyDimension in pixels of the popup window whenshow popup is True,

    HTML bitmapSpecifies the bitmap.

    Tooltip text propertyIf blank built-in methods are invoked including languagelocalization.

    58.What is toolbar object type property?

    For each toolbar object an object definition can be created. It can be activated and deactivated.

    Icons can also be associated or removed. This uses HTML toolbars, where the buttons are static

    images, which can be dimmed. The important properties are :

    Classblank for HTML, Java class is specified for Java toolbar.

    NameReferenced by other object definitions and by tag in the name =clause.

  • 7/28/2019 Data Objects Layer Q&A

    43/71

    Display nameused for history button and to show hide toolbars by name

    The toolbar item contains the definitions of the toolbar and can include the command.

    58.What is toolbar object type property?

    For each toolbar object an object definition can be created. It can be activated and deactivated.Icons can also be associated or removed. This uses HTML toolbars, where the buttons are static

    images, which can be dimmed. The important properties are :

    Classblank for HTML, Java class is specified for Java toolbar.

    NameReferenced by other object definitions and by tag in the name =clause.

    Display nameused for history button and to show hide toolbars by name

    The toolbar item contains the definitions of the toolbar and can include the command.

    59.How do you activate and deactivate menu items and toolbar items?

    This can be done by the CanInvokeMethod mechanism in InvokeMethod (for the methodspecified in the command, applet method menu item or class method menu item) and will be

    automatically called prior to displaying the menu or toolbar. If this method returns false, the

    toolbar item or menu item is not displayed.

  • 7/28/2019 Data Objects Layer Q&A

    44/71

    Suppression and activation of individual applet level menu items at design times is supported by

    means of the suppress menu Item property in the class method menu item and applet method

    menu item object types. This is not for application level menus and toolbars.

    60.What is an icon map? How is it used?

    The icon map object type allows you to render column or list column field values as icons.

    Each icon map is a collection of child objects called icons. Icon objects are associated with

    bitmaps objects, which define the image for the icon and corresponds to a particular field value.

    Controls and list columns have an attribute called icon map that allows you to define the icon

    map object that you want to use for rendering the field values.

    To use this

    Create a bitmap category,

    Create bitmaps for each image that you want to display and specify the name of the image.

    Create a new icon map.

    Create one icon object for each field value and set the following properties.

    1. Nameset to field value

    2. Bitmap categoryset to bit map category just created

  • 7/28/2019 Data Objects Layer Q&A

    45/71

    3. Bit map- set to the bit map image name for the field value

    4. Set the HTML icon map attribute of the list column or control to the icon mapnewly created in step 3

    61.What happens if you set the show in list property to false?

    The list column is hidden. But it can be seen by selecting the columns displayed from the rt.

    Click menu. You can then select this column to be displayed.

    62.What does the web applet editor do?

    This helps ensure visually accurate and correctly translated configuration, by providing design

    time preview of the applet in various modes and with various language settings. It allows you to

    map controls and list columns to web templates. You can also add controls by dragging and

    dropping them from the toolbar including custom controls such as minibutton and position onrow.

    63.What is the role of the visibility applet property in a view?

    A null value places the view in a view tab. A non-null view places the view in the show:

    combobox.

    64.How do you provide user access to a new view?

  • 7/28/2019 Data Objects Layer Q&A

    46/71

    You have to log in as administrator. Add the new view to the list of views Add the view to a responsibility

    Depending upon the nature of the view and the users, the application administrator may also

    need to,

    (a) Add new responsibilities

    (b) Add employees to the new responsibilities.

    65.If you want the view to show up in the 4th level navigation, what should you do?

    Add this view in the screen view, and then set the following properties

    Menu text propertyBoth the screen view menu text property and thescreen menu item display value show up in the site map. The

    former shows up as a sub-item of the latter.

    Sequence propertyspecifies the order in the cascading menu.

    Category text menu and category viewbar text both set to same value will show up in the

    combobox.

    66.What happens if you define a screen under the application page tab?

    It will appear in the first level navigation in the user interface

  • 7/28/2019 Data Objects Layer Q&A

    47/71

    67.What happens if you define a screen under the screen menu item object?

    It will appear as hyperlinks in the site map

    68.How do you configure a web page?

    Select a target browser from the drop down list on the toolbar

    Lock your project.

    In the object explorer, select web page object

    In the web pages list object editor, select the web page you want to modify, rt,

    click choose edit web layout. The web layout (container page) appears.

    Select a custom control from the combobox on the toolbar and drag it to theplaceholder.

    Set the properties (like Caption, InvokeMethod) using the properties window.

    69.How do you create a new toolbar for an application?

    In the types view in the object explorer, double click the toolbar object type.

    Then choose Edit > New record.

    Specify the name property.

    To expose the toolbar to the user interface, you need to add a specific tag to the containerpage or one its child templates that you are using.

  • 7/28/2019 Data Objects Layer Q&A

    48/71

    70.How do you add a new icon to an existing toolbar?

    Verify that that the bitmap image that you want to use on the toolbar icon surface,currently exists as a child bitmap object definition of the bitmap category objectdefinition named command icons.

    Verify that the method, you want for this toolbar icon to invoke, currently exists. If notadd to PreInvokeMethod.

    Navigate to command object in OE. Add a new command object definition in the objectlist editor. Specify the HTML bitmap to use in the bitmap property, the method to invokein the method property and other properties.

    Navigate to the toolbar object definition, to which the new toolbar item is to be added.

    In the OE select the toolbar item object type.

    In the OE, add a new toolbar item object definition. Specify the name, the name of thecommand object definition which supplies the bitmap and method, and the sequence ofthe toolbar icon related to the other toolbar icons relative to the other toolbar icons

    appearing in the toolbar items list in the OBLE.

    71.How do you create a command object?

    By using the command object wizard,

  • 7/28/2019 Data Objects Layer Q&A

    49/71

    Choose file> new object> command.

    Enter the project for which you want to create the new command object. Enter a uniquename for the command object.

    Select whether you want the method invoked by the command, to be handled by thebrowser or the server.

    Enter the method to be invoked by the command.

    You can provide the argument to be passed to the method.

    In the windows dimension box do the following,

    1. Specify if the command should be executed in a new browser window. If sospecify the height and width.

    1. Specify the HTML bitmap and tooltip text associated with the command.

    Review and click finish.

    72.How do you create applet menus?

    By using the applet method menu wizard you can,

    - Suppress the inherited method menu item

  • 7/28/2019 Data Objects Layer Q&A

    50/71

    - Resurrect inherited method menu items

    Choose File > new object.

    Select the applet method menu object.

    In the applet method menu dialog box. Specify the applet whose method menu you wantto modify, and the project for the applet. Only locked projects will appear.

    In the second applet method menu dialog box.

    - Make a menu item visible in an applet by moving the item to the selected menu item

    window.

    - Suppress a menu item by moving it out of the selected item window.

    If you are creating a new menu item, and you have checked the box labeled create newmenu item on the applet method menu item dialog box click next.

    Create a new method menu item definition by selecting an entry from the select thecommand to be executed by this menu field.

    From the enter the text to be displayed for this Menu item field, specify the text todisplay for this method menu item. Then click next.

    Click create menu item.

  • 7/28/2019 Data Objects Layer Q&A

    51/71

    The second applet method menu item dialog box appears, and the method menu item justcreated is displayed in the selected items list box.

    Click - Finish

    73.What is a pick applet?

    Pick applets allow users to select values from a list, and have the selection entered into

    controls or list columns. They are invoked by clicking the Select button that appears next to acertain field.

    Pick applets contain a scrolling list table of available selection in one list column. The pick

    applet selection can populate more than one field in the original applet.

    Pick applets maintain the foreign keys that facilitate join relationships.

    74.How is a pick list configured?

    75.What are the different types of pick lists?

    The different types are the static picklist and the dynamic picklist.

    76.What is static pick list, dynamic pick list, and constrained pick list?

  • 7/28/2019 Data Objects Layer Q&A

    52/71

  • 7/28/2019 Data Objects Layer Q&A

    53/71

  • 7/28/2019 Data Objects Layer Q&A

    54/71

    Traditional web applications follow a model whereby almost every user action results in a page

    refresh. These frequent page refreshes slow down users and waste time. The Siebel high

    interactivity framework reduces the number of refreshes, and is used only in employeeapplications such as Siebel sales and call center. Applications such as esales and Eservice do use

    the high interactity framework and are called standard interactivity applications. The interactivity

    is defined in the application by setting HighIteractivity to true in the [SWE] section of the .cfgfile.

    85.What is the difference between the applet toggle pick list and the sub-category pick list?

    The sub-category pick list is for view navigation; the applet toggle is for selection of an appletwithin the detail portion of the view.

    86.What are the various page templates?

    1. Acknowledgement web page

    1.

    Container web page

    1. Error web page

    1. Login web page

    1. Log off acknowledgement web page

    1. Sort web page

  • 7/28/2019 Data Objects Layer Q&A

    55/71

    87.What is the use of the acknowledgement web page?

    If in an application this property is not set the user is taken to this page after a successful login.

    88.What is the use of the container web page?

    This page defines the structure of the application, and contains the common UI components. Allviews and pages are shown within the context of the container page. The container page is the

    outermost template; it references the view templates, which in turn references the applet

    templates. The container page consists of,

    The top, contains the corporate banner, and tags for predefined queries.

    The screen bar is generated beneath these.

    The view bar is loaded into the left portion of the page.

    Once the container page is loaded with screen and view names displayed, they (screen names andview names) function as hyperlinks.

    1. When a screen name is clicked the template for the default view for that screen isobtained and the view is generated and displayed.

    1. When a view name is clicked in the view bar, the view template that is referenced in theviews object definition is loaded.

    The Siebel web engine processes the set of tags in the view template to incorporate applets intothe page.

  • 7/28/2019 Data Objects Layer Q&A

    56/71

    Access control

    1. What is Siebel authentication manager?

    The authentication manager runs within the siebel object manager. It is responsible for verifying

    credentials and establishing a connection to the application database.

    2. What are the various ways of authentication in Siebel?

    Here are three approaches,

    Database authenticationthis relies on the underlying application database for userauthentication.

    Security adapter authenticationSiebel supports authentication to Microsoft ActiveDirectory Server, and LDAP compliant directives using a Siebel provided security

    adapter, or a custom adapter. The adapter authenticates the users against the directory.

    Web Single sign OnThis approach uses an external authentication service toauthenticate users before they access the Siebel application. The security adapter simply

    looks up and retrieves a user Siebel id and database account from the directory, based on

    identity that is accepted from the external authentication service.

    3. How do you implement database authentication?

  • 7/28/2019 Data Objects Layer Q&A

    57/71

    An administrator has to perform the following tasks,

    Create a database account for the user.

    Create a record for the user in the Siebel database in which the user id matches the user name

    for the database account.

    4. How do you change the Siebel administrator password?

    When the windows login name is the same as user name in the database.

    Change the windows domain login password.

    Change the password for the Siebel server system service in the windows control panel.

    a. Start > programs > administrative tools > services.

    b. Select the Siebel server system servicestartup.

    c. Change the password.

    d. Click O.K

    Change the password in server manager.

    a. Log in to Siebel employee application.

    b. Choose view > site map > server admin > servers

    c. In the Siebel servers list, select the server.

    d. Click the server parameters tab.

  • 7/28/2019 Data Objects Layer Q&A

    58/71

  • 7/28/2019 Data Objects Layer Q&A

    59/71

    at the catalog level. If it is public, then all users can see this catalog, but not

    necessarily categories within this catalog, depending on whether the categories

    are private or public.

    6.What is basic access control?

    Basic access control consists of the following:

    View level access controlRestriction of what views a user can see. Record level access controlRestriction of what data records a user can see.

    7. What are the mechanisms for record level access control?

    The mechanisms are;

    Personal access control Postion based access control Organization based access control All access control. Access group access control.

    8. What is personal access control?

    If individual data can be associated with a users Person record in the database, then you can

    restrict access to the data, to that person. E.g. My activities, My service requests. Some My

  • 7/28/2019 Data Objects Layer Q&A

    60/71

    views apply Position or organization based access control. E.g. My opportunities applies

    position based access control.

    9. What is position based access control?

    A position is a job title in a company. A position represents reporting hierarchy. Positions

    provide an appropriate basis for access control because a position is more stable than theindividuals assignment to that position. Customer data and some types of referential data can be

    associated with one or more positions.

    If individual data can be associated with a position, then you can apply position based accesscontrol to the data by one or more of the following means:

    Single positionAssociate single position to individual data. Sales Teamassociate multiple positions to individual data. ManagerGrant access concurrently to data associated with subordinate positions in a

    reporting hierarchy.

    All position based access control for an employee or partner user is determined by an active

    position. One of the users position is designated as the primary position. When a user logs in,

    the primary position is the active position.

    10. Describe single position access control?

    You can associate a single position to individual data. A business components view modes

    determine whether single position access control, can be applied in a view that is based on the

  • 7/28/2019 Data Objects Layer Q&A

    61/71

    business component. To have a single position access control available, a business component

    must have a view mode of owner type Position, with an entry in the visibility field column.

    11. Describe sales team access control?

    You can associate multiple positions, in the form of a team, to individual data e.g. In My

    opportunities view, an internal employee or partner with a particular active position can see allthe opportunities for which that position is included in the opportunities sales team.

    A business components view modes, determine whether a Sales Team access control can be

    applied in a view that is based on a business component. The business component must have aview mode of owner type Position, with entriesin the Visibility MV Field and Visibility MV

    Link columns.

    12. Describe manager access control?

    You can indirectly associate a position with data associated with subordinate positions in a

    reporting hierarchy.

    Managersubordinate relationships are determined from a position hierarchy. You can specify

    one present [position for a position, which represents that, the position is a direct report to theparent. The parent of an internal position may be in the same division or in a different division.

    In a view using manager access control, the employee or partner has access to the following data.

    If the business component on which the view is based uses a single position accesscontrol, the user sees data associated directly with the users active position or with

    subordinate positions.

  • 7/28/2019 Data Objects Layer Q&A

    62/71

  • 7/28/2019 Data Objects Layer Q&A

    63/71

    You can associate one organization or multiple organizations to individual data. The user can see

    the data associated with the users active organization.

    For data that is associated with multiple organizations, one of the organizations is designated as

    the primary organization. The primary organization is a factor in the sub-organization access

    control, but not in the single or multiple organization access control.

    A business components view modes determine whether single organization or multiple

    organization access control can be applied in a view that is based on the business component.

    To have single organization access control available, a business component must have a view

    mode of owner type organization with an entry in the visibility field column (not in visibility

    MV field).

    To have multiple organization access control available, a business component should have view

    mode of owner type organization with entries in ,visibility MV field and visibility MV link

    columns.

    Sub-organization access control based organizations are analogous to Manager access control,

    based on Positions.

    For any organization in the organization hierarchy, you can grant access to data, associated with

    subordinate organizations. The access control is designed to provide roll-up of views of data.

    Subordinate relationships are determined from the organizations hierarchy, as an administrator.

    In a view using sub-organization access control, the user has access to the following data,

    If the business component on which the view is based uses single organization access control, theuser sees data associated directly with the users active organization, or with a descendant

    organization.

  • 7/28/2019 Data Objects Layer Q&A

    64/71

    If the business component, on which the view is based, uses multiple organization access control,

    then the user sees data for which the users active organization or a descendant organization is the

    primary organization.

    15. What is All access control?

    All access control provides access to all records that have a valid owner, as defined in any ofthe business components view modes. All visibility essentially provides a view of data access

    all organizations. There are no business component view modes specific to All access control.

    All access control is set at the view level

    .

    16. What is access group access control?

    This is meant to control access by groups of diverse party types to categorized master data. Anaccess group is a collection of any combination of positions, organizations, divisions, accounts,

    households and user lists. Its members cannot be individual people.

    A user is associated with an access group if during the current session, the user is associated with

    a position, organization, division, account, households and user list that is a member of the

    access group.

    You can create hierarchies of access groups. An access group can belong to only one accessgroup hierarchy. You can grant access groups, access to catalogs and categories of master data.

  • 7/28/2019 Data Objects Layer Q&A

    65/71

    You can only control access to catalogs and categories of master data. You cannot control access

    to individual master data, using access group access control.

    When access groups are associated with a catalog or with categories, in a catalog, you can applyaccess group access control. Control can be done in the following ways,

    GroupWhile in a given category, the user sees either a list of categories sub-categories,to which the user has access, or, all the data records in the current category, depending on

    the applet being used.

    CatalogThe user sees a flat list, of all the data, in categories, across all catalogs to which theuser has access.

    17. What components determine, the data within a view to which a user has

    access?

    The following components determine what data a user sees, within a view,

    Business component view modeA view can have several appletslists, forms, or trees.Each applet is based on a business component. The business components view modedetermines the allowable properties, on which access control can be based for the

    business component.

    Applet visibility propertiesA view can specify one of its applets as the visibilityapplet. The visibility applet connects the business component to the view. The visibility

    applet specifies which business component to use, and the display names for the business

    components fields.

  • 7/28/2019 Data Objects Layer Q&A

    66/71

  • 7/28/2019 Data Objects Layer Q&A

    67/71

    Owner typeThis is the party type. The allowable owner types are,

    PersonAccess control can be based on the users person record.

    PositionAccess control can be based on the position of the user.

    OrganizationAccess control can be based on the organization of the user, determinedby which organization, the underlying current position belongs to.

    GroupAccess control can be based on membership in access groups, that have accessto particular catalogs, and categories.

    Catalog categoryThis is not a party type. Access can be restricted to all of the data, inall of the categories across catalogs, to which the user has access. The user sees a flat list

    of data.

    Private fieldThis flag determines whether the record is private or public. If it is not private,then the record is shown, independent of its view mode. If it is set as private, then the access

    control is applied as specified by the business components visibility field or visibility MV field.This is applicable to all view modes.

    Visibility fieldA value in one of either visibility field or visibility MV field is required. The

    value in this field is compared with the corresponding value for the user, as specified in theowner type, to determine whether the user is associated with a record. If they are associated the

    user gets the record.

    A value in this field indicates, that there is only one property associated with the businesscomponent, when using this view mode.

  • 7/28/2019 Data Objects Layer Q&A

    68/71

    Visibility MV fieldThis field has the same purpose as visibility field, except a value in thisfield indicates that there can be more than one party associated with this business component,

    when using this view mode.

    Visibility MV linkAn entry in this field is required if there is a value in the visibility MV

    field.

    This field specifies which of the business components multi value links should be used,to determine the value in the MV field for this record. Links establish a parent/child

    relationship between business components, often by specifying an intersection table (in

    the case of M:M relationship). The MV link destination field property indicates whichlink ultimately defines this relationship.

    NameThe name typically suggests the view mode. However, view mode records for a

    business component must have unique names.

    Personal owner type person

    Sales rep owner type position Organization owner type organization Group owner type group Catalog owner type catalog

    20. Which properties drive the access control for a view?

    The following fields in the views list applet help determine data visibility.

    TitleThe title should suggest the level of access control of the views data.

  • 7/28/2019 Data Objects Layer Q&A

    69/71

    Visibility appletTypically this is the master in the master detail applet. This applet defines the

    business component on which the view is based, and how the fields of the business component

    are displayed.

    A view has an entry in this field if the view is not derived from another view.

    Multiple views can have the same visibility applet.

    Visibility applet typeThis field determines the access control mechanism that is applied to

    that view. It specifies which of the business components view modes are applied. The following

    choices are available in the picklist.

    AllThe user can access all records, except those with a missing or invalid owner.

    PersonalApplies Personal access control. User can access records with which the

    users Person record is associated, as determined by the business components visibility field.

    To use this visibility applet type, the business component must have a view mode with Owner

    type Person.

    Sales repThis view applies Single position or sales team access control. The user

    can access records owned by the users position or whose sales team contains the users position,as determined by the business components visibility field or visibility MV field. To use this

    visibility applet type, the business component must have a view mode with owner type

    Position.

    ManagerThis view applies Manager access control. The user can access records

    associated with the users own position, and, positions that report directly to the users position,

    and, positions subordinate to those direct reports.

  • 7/28/2019 Data Objects Layer Q&A

    70/71

    If the business component on which the view is based uses Single position accesscontrol, the user sees data associated with the users active position, or, with subordinate

    positions.

    If the business component on which the view is based uses Sale team access controlthen, the user sees data for which the users active position is the primary position on the

    team, or a subordinate position is the primary member on the team.

    To use this visibility applet type, the business component must have a view mode with owner

    type Position.

    OrganizationApplies Single or Multiple organization access control, as determined by

    the visibility field or visibility MV field in the business component. To use this visibility applet

    type, the business component must have a view mode with owner type Organization.

    Sub_organizationApplies sub-organization access control.

    For single organizationthe user sees data associated directly with the users activeorganization, or with a descendant organization.

    For multiple organizationthe user sees data for which the users active organization

    or descendant organization is the primary organization.

    To use this visibility applet type, the business component must have a view mode with owner

    type Organization

    GroupThe view applies Group access control, if the user is associated with an Access

    group. The user can access categories of master data, that are associated with any of the access

    groups with which the user is associated.

  • 7/28/2019 Data Objects Layer Q&A

    71/71