Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm

## Configuring CLM as Object Model

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#)

### Systems in CLM

CLM as Object Model involves communication between the following systems:

#### Vault CRM

On mobile devices, end users can display CLM content to accounts in Vault CRM on mobile devices. Key message information, duration of viewing, and additional customer-defined clickstreams are tracked to provide valuable statistics so marketers can gain insight into their targets and customers can continuously improve their content for maximum effectiveness.

#### PromoMats/MedComms

PromoMats and MedComms are cloud-based Content Management Systems enabling content admins to produce and manage various regulated documents, from development through marketing. For CLM, PromoMats/Medcomms provides the following:

* Content creation and storage system
* Content approval process
* Auto-packaging non-HTML content

### CLM Content Components

CLM content is divided into the following components:

#### Key Messages (key\_message\_\_v)

Key messages contain the media and content of a presentation. Each key message represents a slide in a CLM presentation. The PromoMats/Medcomms equivalent of a key message is a multichannel slide.

#### CLM Presentation Slides (clm\_presentation\_slide\_\_v)

CLM presentation slides are references to key messages, allowing key messages to be shared between multiple presentations.

#### CLM Presentations (clm\_presentation\_\_v)

CLM presentations contain and define the order of presentation slides. The equivalent of a CLM presentation in PromoMats/Medcomms is a Multichannel Presentation type binder.

### Configuring CLM for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)PromoMats/MedComms Admin Users](#)

To allow values in PromoMats/Medcomms to map over to the corresponding CRM fields, PromoMats/Medcomms admins must ensure the document fields are active for the Multichannel Slide document type. See [Document Fields](https://commercial.veevavault.help/en/gr/18956/#document-fields) for a list of available fields on the Multichannel Slide document type. See [Managing Document Fields](https://platform.veevavault.help/en/gr/592/#accessing-document-configuration) for more information about using document fields. Ensure at least the following fields are activated:

* crm\_keyword\_v
* format\_\_v
* ios\_resolution\_v

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users](#)

To configure CLM:

1. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | clm\_presentation\_\_v | CRED | n/a | * approved\_\_v * clm\_presentation\_status\_\_v * default\_presentation\_\_v * description\_\_v * directory\_\_v * end\_date\_\_v * hidden\_\_v * mobile\_id\_\_v * name\_\_v * presentation\_id\_\_v * product\_\_v * start\_date\_\_v * status\_\_v * type\_\_v * vault\_dns\_\_v * vault\_doc\_id\_\_v * vault\_external\_id\_\_v * vault\_guid\_\_v * vault\_last\_modified\_date\_time\_\_v * vexternal\_id\_\_v * version\_\_v | Edit |
   | clm\_presentation\_slide\_\_v | CRED | n/a | * clm\_presentation\_\_v * display\_order\_\_v * external\_id\_\_v * key\_message\_\_v * mobile\_id\_\_v * name\_\_v * sub\_presentation\_\_v * vexternal\_id\_\_v | Edit |
   | directory\_\_v | CRE | n/a | * display\_order\_\_v * external\_id\_\_v * level\_\_v * name\_\_v * object\_type\_\_v * ownerid\_\_v * parent\_directory\_\_v | Edit |
   | * created\_by\_\_v * modified\_by\_\_v | Read |
   | key\_message\_\_v | CRED | n/a | * active\_\_v * cdn\_path\_\_v * description\_\_v * detail\_group\_\_v * ios\_resolution\_\_v * is\_shared\_resource\_\_v * key\_message\_status\_\_v * keywords\_\_v * language\_\_v * media\_file\_crc\_\_v * media\_file\_name\_\_v * media\_file\_size\_\_v * name\_\_v * product\_\_v * shared\_resource\_\_v * status\_\_v * slide\_version\_\_v * vault\_dns\_\_v * vault\_doc\_id\_\_v * vault\_external\_id\_\_v * vault\_guid\_\_v * vault\_last\_modified\_date\_time\_\_v * vexternal\_id\_\_v | Edit |
   | product\_\_v | CRE | n/a | vexternal\_id\_\_v | Edit |
   | vmobile\_object\_configuration\_\_v | R | tablet\_\_v | document\_query\_modifier\_\_v | Read |
2. Grant access to the following pages:
   * CLM Administration
   * CRM PL1 Generic Page
   * CRM PL3 Generic Page
   * CRM Vault Metadata Sync
3. Grant access to the **CRM Setup** Tab Collection.
4. Grant access to the following tabs (under Content Setup):
   * CLM
   * CRM Vault Metadata
5. Grant access to the **clmdetails\_section\_\_v** object control on the call2\_\_v object.

#### Designating Content Admins

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

1. Navigate to **Admin > Configuration > Objects > User > Layouts**.
2. Place the **content\_admin\_\_v** field on the appropriate user\_\_sys layout.
3. Navigate to **Business Admin > Objects > Users**.
4. Edit the appropriate **user\_\_sys** records.
5. Select the **Content Admin** checkbox.

   ![](../../../../Resources/Images/Multichannel/CLM/CLMConfig/ContentAdCheckbox.png)
6. Select **Save**.

#### Configuring Layouts

1. Place the **clmdetails\_section\_\_v** section control on the appropriate call2\_\_v object layout.
2. Place the following fields on the **clm\_presentation\_\_v** layout:
   * approved\_\_v
   * default\_presentation\_\_v
   * description\_\_v
   * name\_\_v
   * presentation\_id\_\_v
   * product\_\_v
   * status\_\_v – activate all picklist values
3. Place the following fields on the **clm\_presentation\_slide\_\_v** object layout:
   * clm\_presentation\_\_v
   * display\_order\_\_v
   * key\_message\_\_v
   * Name
4. Place the following fields on the **key\_message\_\_v** object layout:
   * active\_\_v
   * description\_\_v
   * language\_\_v
   * name\_\_v
   * product\_\_v
   * status\_\_v – activate all picklist values
5. Ensure the **clm\_presentation\_slide\_\_v** Related Object section is placed on the layouts for the following objects:
   * clm\_presentation\_\_v – include the CLM Presentation Slide Name, Key Message, and Display Order columns
   * key\_message\_\_v – include the CLM Presentation Slide Name, Key Message, and Display Order columns

   ![](../../../../Resources/Images/Multichannel/CLM/CLMConfig/RelatedPresSlide.png)
6. Place the **vexternal\_id\_\_v** field on the product\_\_v object layout.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Integration Users](#)

Veeva does not recommend using a Vault Owner or System Admin as an integration user. All CLM functionality is enabled for Vault Owners and System Admins by default, which may not be needed for an integration user.

To configure CLM for integration users, assign the [CLM Integration User Permission Set](../../../PermissionSets.htm#CLMIntUser) to the appropriate security profiles, which includes:

* All API access in the Application tab
* The following permissions:

  | Object | Object Permission | Object Types | Fields | Field Permission |
  | --- | --- | --- | --- | --- |
  | clm\_presentation\_\_v | CRED | n/a | + approved\_\_v + clm\_presentation\_status\_\_v + default\_presentation\_\_v + description\_\_v + directory\_\_v + end\_date\_\_v + hidden\_\_v + mobile\_id\_\_v + name\_\_v + presentation\_id\_\_v + product\_\_v + start\_date\_\_v + status\_\_v + type\_\_v + vault\_dns\_\_v + vault\_doc\_id\_\_v + vault\_external\_id\_\_v + vault\_guid\_\_v + vault\_last\_modified\_date\_time\_\_v + vexternal\_id\_\_v + version\_\_v | Edit |
  | clm\_presentation\_slide\_\_v | CRED | n/a | + clm\_presentation\_\_v + display\_order\_\_v + external\_id\_\_v + key\_message\_\_v + mobile\_id\_\_v + name\_\_v + sub\_presentation\_\_v + vexternal\_id\_\_v | Edit |
  | directory\_\_v | CRE | n/a | + created\_by\_\_v + modified\_by\_\_v | Read |
  | + display\_order\_\_v + external\_id\_\_v + level\_\_v + name\_\_v + object\_type\_\_v + ownerid\_\_v + parent\_directory\_\_v | Edit |
  | key\_message\_\_v | CRED | n/a | + active\_\_v + cdn\_path\_\_v + description\_\_v + detail\_group\_\_v + ios\_resolution\_\_v + is\_shared\_resource\_\_v + key\_message\_status\_\_v + keywords\_\_v + language\_\_v + media\_file\_crc\_\_v + media\_file\_name\_\_v + media\_file\_size\_\_v + name\_\_v + product\_\_v + shared\_resource\_\_v + status\_\_v + slide\_version\_\_v + vault\_dns\_\_v + vault\_doc\_id\_\_v + vault\_external\_id\_\_v + vault\_guid\_\_v + vault\_last\_modified\_date\_time\_\_v + vexternal\_id\_\_v | Edit |
  | multichannel\_settings\_\_v | R | n/a | + application\_profile\_\_v + clm\_content\_search\_\_v + security\_profile\_\_v | Read |
* The following pages:
* CLM Administration
* CRM PL1 Generic Page
* CRM PL3 Generic Page
* CRM Vault Metadata Sync
* The CRM Setup tab collection, which includes the following tabs (under Content Setup):
* CLM
* CRM Vault Metadata

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure CLM for end users:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the permission set for the appropriate user profile.
3. Select the **Application** tab.
4. Grant **Access** permission for File Staging in the Vault Actions section.
5. Assign the [CLM End User Permission Set](../../../PermissionSets.htm#CLMEndUser) to the appropriate security profiles, which includes:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call\_clickstream\_\_v | CRE | n/a | * answer\_\_v * call\_\_v * clm\_id\_\_v * key\_message\_\_v * presentation\_id\_\_v * product\_\_v * track\_element\_description\_\_v | Edit |
   | call2\_key\_message\_\_v | CRE | n/a | * clm\_id\_\_v * presentation\_id\_\_v | Read |
   | * clm\_presentation\_name\_\_v * key\_message\_name\_\_v * reaction\_\_v * share\_channel\_\_v | Edit |
   | clm\_presentation\_\_v | R | n/a | * approved\_\_v * clm\_presentation\_status\_\_v * default\_presentation\_\_v * description\_\_v * directory\_\_v * end\_date\_\_v * hidden\_\_v * mobile\_id\_\_v * name\_\_v * presentation\_id\_\_v * product\_\_v * start\_date\_\_v * status\_\_v * type\_\_v * vault\_dns\_\_v * vault\_doc\_id\_\_v * vault\_external\_id\_\_v * vault\_guid\_\_v * vault\_last\_modified\_date\_time\_\_v * vexternal\_id\_\_v * version\_\_v | Read |
   | clm\_presentation\_slide\_\_v | CRED | n/a | * clm\_presentation\_\_v * external\_id\_\_v * modified\_date\_\_v * name\_\_v * sub\_presentation\_\_v * vexternal\_id\_\_v | Read |
   | * display\_order\_\_v * key\_message\_\_v * mandatory\_slides\_\_v * mobile\_id\_\_v | Edit |
   | content\_preference\_\_v | CRED | * clm\_presentation\_label\_\_v * clm\_presentation\_favorite\_\_v | * modified\_date\_\_v | Read |
   | * clm\_presentation\_\_v * external\_id\_\_v * label\_\_v * mobile\_id\_\_v * object\_type\_\_v * ownerid\_\_v | Edit |
   | directory\_\_v | CRE | clm\_\_v | * created\_by\_\_v * display\_order\_\_v * external\_id\_\_v * modified\_by\_\_v * modified\_date\_\_v * level\_\_v * name\_\_v * object\_type\_\_v * ownerid\_\_v * parent\_directory\_\_v | Read |
   | key\_message\_\_v | R | n/a | * active\_\_v * cdn\_path\_\_v * description\_\_v * detail\_group\_\_v * ios\_resolution\_\_v * is\_shared\_resource\_\_v * key\_message\_status\_\_v * keywords\_\_v * language\_\_v * media\_file\_crc\_\_v * media\_file\_name\_\_v * media\_file\_size\_\_v * name\_\_v * product\_\_v * shared\_resource\_\_v * status\_\_v * slide\_version\_\_v * vault\_dns\_\_v * vault\_doc\_id\_\_v * vault\_external\_id\_\_v * vault\_guid\_\_v * vault\_last\_modified\_date\_time\_\_v * vexternal\_id\_\_v | Read |
   | message\_\_v | R | n/a | * modified\_date\_\_v * ownerid\_\_v | Read |
   | multichannel\_activity\_line\_\_v | CRE | clm\_\_v | name\_\_v | Read |
   | * clm\_presentation\_\_v * datetime\_\_v * duration\_\_v * event\_type\_\_v * key\_message\_\_v * key\_message\_vexternal\_id\_\_v * mobile\_id\_\_v * multichannel\_activity\_\_v * object\_type\_\_v * view\_order\_\_v | Edit |
   | multichannel\_activity\_\_v | CRE | clm\_\_v | name\_\_v | Read |
   | * media\_preview\_\_v * mobile\_id\_\_v * object\_type\_\_v * start\_datetime\_\_v * training\_\_v * call\_\_v * saved\_for\_later\_\_v | Edit |
   | multichannel\_settings\_\_v | R | n/a | * clm\_content\_search\_\_v * modified\_date\_\_v * security\_profile\_\_v | Read |
   | my\_setup\_products\_\_v | n/a | n/a | product\_\_v | Read |
   | product\_group\_\_v | R | n/a | n/a | n/a |
   | product\_\_v | R | n/a | * name\_\_v * vexternal\_id\_\_v | Read |
   | vmobile\_object\_configuration\_\_v | R | tablet\_\_v | document\_query\_modifier\_\_v | Read |
6. Navigate to **Business Admin > Objects > My Setup Products**.
7. Create **my\_setup\_products\_\_v** records for all products aligned to end users. See [Using the My Setup Tab](../../../Products/MySetupPage.htm) for more information about using My Setup products.
8. Navigate to **Business Admin > Objects > Multichannel Settings**.
9. Ensure the **Enable CLM Binders and Documents** setting is disabled. This is only used for [CLM as Document Model](../../CLMDocModel/CLMDocModelOverview.htm).

Optionally, add a custom formula field on the **clm\_presentation\_slide\_\_v** object with the value key\_message\_\_v\_\_r.product\_\_v\_\_r.name\_\_v, which makes it easier to review which products are included in a presentation from the Related Object section.

#### Activating VMOCs

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\_\_v | n/a |
   | Top Level | clm\_presentation\_slide\_\_v | n/a |
   | Full Sync | directory\_\_v | n/a |
   | Full Sync | content\_preference\_\_v | WHERE ownerid\_\_v = @@USER\_ID@@ |
   | Full Sync | key\_message\_\_v | WHERE active\_\_v = 'true' OR (active\_\_v = 'false' AND modified\_date\_\_v >= LAST\_DAYS:60) |
   | Full Sync | message\_\_v | WHERE language\_\_vr.admin\_key\_\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink') |
   | Full Sync | multichannel\_settings\_\_v | WHERE application\_profile\_\_v = @@USER\_APP\_PROFILE\_ID@@ OR (application\_profile\_\_v = null AND security\_profile\_\_v = null) |
2. Activate a **Top Level VMOC** for the call\_clickstream\_\_v object.

   ![](../../../../Resources/Images/Multichannel/CLM/CLMConfig/CallClickstreamVMOC.png)

#### Populating Veeva Messages

1. Populate the **CLM\_FILTER\_FIELDS** Veeva Message with a comma-delimited list of clm\_presentation\_\_v field names to display as filters, for example, product\_\_v,custom\_indication\_\_c,custom\_therapeutic\_area\_\_c.
2. Populate the **CLM\_PRESENTATION\_GROUPING** Veeva Message with a comma-delimited list of clm\_presentation\_\_v field names to group presentations.

#### Enabling Veeva Settings

1. Navigate to the **Business Admin > Objects > Veeva Settings**.
2. Select the appropriate **veeva\_settings\_\_v** record.
3. Enable the appropriate settings:

   | Veeva Setting | Description |
   | --- | --- |
   | clm\_enable\_auto\_launch\_\_v | Select this checkbox to enable presentations to launch directly from the media library and display the first slide. |
   | clm\_highlighter\_pen\_\_v | Select this checkbox to enable the highlighter pen in the CLM media player. |
   | clm\_select\_account\_preview\_mode\_\_v | Select this checkbox to enable users to select an account and create a call while previewing media in the CLM media player. |
   | multi\_prod\_user\_defined\_presentation\_\_v | Select this checkbox to enable users to add key messages for multiple products to custom presentations. |
   | clm\_presentation\_grouping\_\_v | Populate this text field with CLM\_PRESENTATION\_GROUPING;;CLM to reference the Veeva Message defining possible groupings of CLM presentations in the media library. |

#### Enabling Multichannel Settings

1. Navigate to the **Business Admin > Objects > Multichannel Settings**.
2. Select the appropriate **multichannel\_settings\_\_v** record.
3. Enable the appropriate settings:

   | Multichannel Setting | Description |
   | --- | --- |
   | clm\_filter\_fields\_\_v | Populate this text field with CLM\_FILTER\_FIELDS;;CLM to reference the Veeva Message defining presentation attributes as filters for the media library. |
   | clm\_laser\_pointer\_\_v | Select this checkbox to enable the laser pointer when end users display CLM content. |
   | custom\_presentation\_management\_\_v | Populate this setting with a value of 1 to allow end users to create custom presentations. |
   | media\_search\_\_v | Populate this setting with a value of 1 to allow end users to search for presentations in their media libraries. |

### Related Topics

[CLM as Object Model Overview](../CLMOverview.htm)

[Managing CLM Syncs in the CLM Administration Console](ManageCLMSync.htm)

[Using Auto-Publishing for CLM](AutoPublishing.htm)