Configuring CLM Users

Initial configuration includes the setup of all default functionality for CLM. Advanced functionality requires additional configuration.

Configuring CLM Admins and Integration Users

To configure CLM for admins, content admins, and integration users:

1. Grant the following permissions for admins and content admins:

   Object	OLS	Record Types	Fields	FLS
   CLM_Presentation_vod	CRUD	n/a	Approved_vod Default_Presentation_vod Description_vod Directory_vod End_Date_vod Hidden_vod Language_vod Mobile_Id_vod Name Presentation_Id_vod Product_vod Publishing_Method_vod Start_Date_vod Status_vod Vault_DNS_vod Vault_Doc_Id_vod Vault_External_Id_vod Vault_GUID_vod Vault_Last_Modified_Date_Time_vod VExternal_Id_vod Version_vod	Edit
   CLM_Presentation_Slide_vod	CRUD	n/a	CLM_Presentation_vod Display_Order_vod External_Id_vod Key_Message_vod Mobile_Id_vod Name Sub_Presentation_vod VExternal_Id_vod	Edit
   Directory_vod	CRU	n/a	CreatedById Display_Order_vod External_ID_vod LastModifiedById Level_vod Name OwnerId Parent_Directory_vod RecordTypeId	Edit
   Key_Message_vod	CRUD	n/a	Active_vod CDN_Path_vod CLM_ID_vod Description_vod Detail_Group_vod iOS_Resolution_vod Is_Shared_Resource_vod Keywords_vod Language_vod Media_File_Name_vod Media_Type_vod Name Product_vod Shared_Resource_vod Status_vod Slide_Version_vod Vault_DNS_vod Vault_Doc_Id_vod Vault_External_Id_vod Vault_GUID_vod Vault_Last_Modified_Date_Time_vod VExternal_Id_vod	Edit
   Product_vod	CRU	n/a	VExternal_Id_vod	Edit

2. Grant the following permissions for integration users:

   Object	OLS	Record Types	Fields	FLS
   CLM_Presentation_vod	CRUD	n/a	Approved_vod Default_Presentation_vod Description_vod Directory_vod End_Date_vod Hidden_vod Language_vod Mobile_Id_vod Name Presentation_Id_vod Product_vod Publishing_Method_vod Start_Date_vod Status_vod Vault_DNS_vod Vault_Doc_Id_vod Vault_External_Id_vod Vault_GUID_vod Vault_Last_Modified_Date_Time_vod VExternal_Id_vod Version_vod	Edit
   CLM_Presentation_Slide_vod	CRUD	n/a	CLM_Presentation_vod Display_Order_vod External_Id_vod Key_Message_vod Mobile_Id_vod Name Sub_Presentation_vod VExternal_Id_vod	Edit
   Directory_vod	CRU	n/a	CreatedById Display_Order_vod External_ID_vod LastModifiedById Level_vod Name OwnerId Parent_Directory_vod RecordTypeId	Edit
   Key_Message_vod	CRUD	n/a	Active_vod CDN_Path_vod CLM_ID_vod Description_vod Detail_Group_vod iOS_Resolution_vod Is_Shared_Resource_vod Keywords_vod Language_vod Media_File_Name_vod Media_Type_vod Name Product_vod Shared_Resource_vod Status_vod Slide_Version_vod Vault_DNS_vod Vault_Doc_Id_vod Vault_External_Id_vod Vault_GUID_vod Vault_Last_Modified_Date_Time_vod VExternal_Id_vod	Edit
   Product_vod	R	n/a	VExternal_Id_vod	Read

3. Grant access to and create tabs for the following Visualforce pages:
   • CLM_Admin_vod
   • CRM_Vault_Metadata_Sync_vod
4. Create the Directory tab.

Configuring CLM End Users

1. To configure CLM for end users, grant the following permissions:

   Object	OLS	Record Types	Fields	FLS
   Call_Clickstream_vod	CRU	n/a	Answer_vod Call_vod CLM_ID_vod Key_Message_vod Presentation_ID_vod Product_vod Track_Element_Description_vod Include any custom zvod fields created for tracking.	Edit
   Call2_vod	n/a	n/a	zvod_CLMDetails_vod	Read
   Call2_Key_Message_vod	n/a	n/a	CLM_ID_vod	Read
   			Clm_Presentation_Name_vod Display_Order_vod Key_Message_Name_vod Presentation_ID_vod Reaction_vod Share_Channel_vod	Edit
   CLM_Presentation_vod	CRUD	n/a	Approved_vod Default_Presentation_vod Description_vod Directory_vod End_Date_vod Keywords_vod Name Presentation_Id_vod Product_vod Publishing_Method_vod Start_Date_vod Vault_External_Id_vod Version_vod Include any fields being configured as presentation filters or groups.	Read
   CLM_Presentation_vod	n/a	n/a	Hidden_vod Language_vod Mobile_Id_vod Status_vod Type_vod	Edit
   CLM_Presentation_Slide_vod	CRUD	n/a	CLM_Presentation_vod External_Id_vod Name VExternal_Id_vod	Read
   CLM_Presentation_Slide_vod	n/a	n/a	Display_Order_vod Key_Message_vod Mandatory_Slides_vod Mobile_Id_vod Sub_Presentation_vod	Edit
   Content_Preference_vod	CRUD	CLM_Presentation_Favorite_vod CLM_Presentation_Label_vod	CLM_Presentation_vod External_Id_vod Label_vod	Edit
   Directory_vod	R	n/a	CreatedById Display_Order_vod External_ID_vod LastModifiedById Level_vod Name OwnerId Parent_Directory_vod RecordTypeId	Read
   Key_Message_vod	R	n/a	Active_vod CDN_Path_vod CLM_ID_vod Description_vod Detail_Group_vod iOS_Resolution_vod Is_Shared_Resource_vod Keywords_vod Language_vod Media_File_Name_vod Media_Type_vod Name Product_vod Shared_Resource_vod Status_vod Vault_GUID_vod Vault_External_Id_vod	Read
   My_Setup_Products_vod	R	n/a	Product_vod	Read
   Product_Group__vod	R	n/a	n/a	n/a

2. Create My Setup product records for all products aligned to end users.

Designating Content Admins

An additional process is required to designate users as content admins:

1. Add the Content_Admin_vod field to the appropriate User page layouts.
2. Navigate to the appropriate user.
3. Select the Content Admin check box.

Configuring Page Layouts for CLM

1. Add the CLM Presentation Slides Related List to the following object page layouts:
   • CLM_Presentation_vod – display the Key Message, Display Order, and CLM Presentation Slide Name columns
   • Key_Message_vod – display the CLM Presentation, Display Order, and CLM Presentation Slide Name columns
2. Add the following fields to the CLM_Presentation_vod object page layout:
   • Approved_vod
   • Default_Presentation_vod
   • Description_vod
   • Name
   • Presentation_Id_vod – deselect the Unique check box
   • Product_vod
   • Status_vod – activate all picklist values
3. Add the following fields to the CLM_Presentation_Slide_vod object page layout:
   • CLM_Presentation_vod
   • Display_Order_vod
   • Key_Message_vod
   • Name
4. Add the following fields to the Key_Message_vod object page layout:
   • Active_vod
   • Description_vod
   • Language_vod
   • Name
   • Product_vod
   • Status_vod – activate all picklist values
5. Add the VExternal_Id_vod field to the Product_vod object page layout.
6. Add the zvod_CLMDetails_vod field to the appropriate Call2_vod object page layout.

Other Configurations

1. Ensure the following VMOCs are active for the appropriate platforms and contain the appropriate Where clauses:

   Type of VMOC	Object	Where Clause
   Top Level	CLM_Presentation_vod	n/a
   Top Level	CLM_Presentation_Slide_vod	n/a
   Full Sync	Content_Preference_vod	WHERE OwnerId = @@VOD_SF_USER_ID@@
   Full Sync	Directory_vod	n/a
   Full Sync	Key_Message_vod	WHERE (Active_vod__c = TRUE OR (Active_vod__c = FALSE AND LastModifiedDate >= LAST_N_DAYS:60))
   Full Sync	Message_vod	For the CRM Desktop (Mac, Windows) platforms, populate the where clause with one of the following: If the SYNC_CONFIGURATION_MODE_VOD Veeva Setting is enabled with a value of 1, then use WHERE Category_vod__c IN ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common') AND Language_vod__c IN (@@VOD_USER_LANG_CD@@,'en_US') If the SYNC_CONFIGURATION_MODE_VOD Veeva Setting is not enabled, then ensure the WHERE clause includes the criteria Category_vod__c IN ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common')
   Full Sync	Multichannel_Settings_vod	WHERE SetupOwnerId IN (@@VOD_SF_PROFILEID@@, @@VOD_MY_ORGID@@)
   Full Sync	RecordType	n/a

2. Activate a Related to Top Level VMOC for the Call_Clickstream_vod object.

   

3. Navigate to Security > Sharing Settings for the CLM_Presentation_vod object, select Private for Default Internal Access, and deselect the Grant Access Using Hierarchies check box. This also defines the settings for the CLM_Presentation_Slide_vod object, which is a child of CLM_Presentation_vod.

   

4. Create a sharing rule to grant end users access to presentations created by content admins, for example, Type_vod != Custom.
5. Optionally, add a custom formula field on the CLM_Presentation_Slide_vod object with the value Key_Message_vod__r.Product_vod__r.Name, which makes it easier to review what’s included in a presentation from the related list.

To configure content alerts for CLM, ensure the My Alerts home page component is configured. See Configuring the My Alerts Component for more information.

Enabling Veeva Settings

See Veeva Settings for more information about the following settings.

1. Select the CLM_ENABLE_AUTO_LAUNCH_vod Veeva Setting check box. This enables presentations to launch directly from the media library and display the first slide.
2. Select the CLM_HIGHLIGHTER_PEN_vod Veeva Setting check box. This enables the highlighter pen in the CLM media player.
3. Select the CLM_SELECT_ACCOUNT_PREVIEW_MODE_vod Veeva Setting check box. This enables users to select an account and create a call while previewing media in the CLM media player.
4. Select the MULTI_PROD_USER_DEFINED_PRESENTATION_vod Veeva Setting check box. This enables users to add key messages for multiple products to custom presentations.
5. Populate the CLM_Presentation_Grouping_vod Veeva Setting with the CLM_PRESENTATION_GROUPING Veeva Message. This defines possible groupings of CLM presentations in the media library.

Populating Veeva Messages

1. Populate the CLM_FILTER_FIELDS Veeva Message with a comma-delimited list of CLM_Presentation_vod fields (API names) to display as filters, for example, Product_vod__c,Custom_Indication__c,Custom_Therapeutic_Area__c.

   Admins can configure profile-specific Multichannel Settings and populate the CLM_FILTER_FIELDS_vod setting for each profile with a Veeva Message defining the filter fields for that profile. See Profile Configurations for Veeva Custom Settings for more information about profile-specific custom settings.

2. Populate the CLM_PRESENTATION_GROUPING Veeva Message with a comma-delimited list of CLM_Presentation_vod fields (API names) to group presentations.

Enabling Multichannel Settings

See Multichannel Settings for more information about the following settings.

1. Populate the CLM_FILTER_FIELDS_vod Multichannel Setting with the CLM_FILTER_FIELDS Veeva Message.
2. Select the CLM_LASER_POINTER_vod Multichannel Setting check box.
3. Populate the CUSTOM_PRESENTATION_MANAGEMENT_vod Multichannel Setting with a value of 1.
4. Populate the MEDIA_SEARCH_vod Multichannel Setting with a value of 1.
5. Populate the ENHANCED_SUB_PRESENTATION Multichannel Setting with a value of 1 or 2:

   • 0 – Users cannot modify the order of required slides in a sub-presentation in any way. The required slides are associated with and display before the target slide. User cannot skip the required slides and must display all slides before target slide can be displayed.

   • 1 – Users can modify the order of the required slides. The required slides are associated with the target slide, but can be moved before or after the target slide. Users are not required to display the required slides, however, they cannot remove the slides from the presentation.

   • 2 – The presentation containing the target slide ignores the required slides and allow users to display any of the slides in any order. The required slides are associated with the target slide, so the required slides are included when the target slide is added to a custom presentation and can be moved as desired.

Activating Vault Fields

To allow values in Vault to map over to the corresponding CRM fields, Vault admins must ensure the document fields are active for the Multichannel Slide document type in Vault. See Document Fields for a list of available fields on the Multichannel Slide document type. See Managing Document Fields for more information about using document fields. Ensure at least the following fields are activated:

• ios_resolution_v
• crm_keyword_v