2 Create and Manage Users

Access to Oracle IoT Asset Monitoring Cloud Service functionality is determined by pre-defined roles.

Log in using the administrator account to create users in Oracle IoT Asset Monitoring Cloud Service and assign the required roles to them.

Note:

You can also use your Oracle Identity Cloud Service instance to manage users, and their assigned roles, for the registered Oracle IoT Asset Monitoring Cloud Service application.

You can access Oracle Identity Cloud Service from the My Services page of your cloud subscription.

Understand Roles and Users

Oracle IoT Asset Monitoring Cloud Service uses predefined roles for application users. Roles are a set of privileges assigned to a user.

Oracle IoT Intelligent Applications Cloud includes global and application-specific roles. Global roles apply across all your IoT applications, such as Asset Monitoring, Production Monitoring, Connected Worker, and Fleet Monitoring. Application specific roles are specific to a particular application, such as Asset Monitoring.

Oracle Identity Cloud Service provides a centralized identity store for your IoT roles and users. When you create a user in Asset Monitoring, the user is created and stored in the identity domain associated with your IoT application in Oracle Identity Cloud Service. You can grant one or more roles to a user.

Asset Monitoring uses the following roles:

• Administrator (IoTAdministrator): The administrator is responsible for the overall administration of the application. The Administrator role is a global superuser role applicable across Oracle IoT Intelligent Applications Cloud applications.

  The administrator sets up and maintains the application. The administrator:

  • Creates organizations.
  • Creates and manages users.

• Asset Manager (IoTAssetManager): The asset manager is responsible for life-cycle management and monitoring of asset instances. This includes defining asset types and their corresponding analytics artifacts, creating asset instances, and monitoring key metrics using dashboards. The asset manager has access to both the Design Center and Operations Center.

  The asset manager, called operations manager in pre-22.1.1 releases, manages and ensures the day-to-day availability of assets. The asset manager:

  • Defines groups.
  • Defines asset types and related analytics artifacts.
  • Creates asset instances.
  • Accesses and manages dashboards.
  • Accesses Digital Twin views, executes actions and what-if scenarios.
  • Accesses and manages the asset inventory.
  • Assigns assets to locations and jobs that require them.

  Note:

  Oracle Service Monitoring for Connected Assets uses the Service Asset Manager role in place of Asset Manager.

• Technician (IoTTechnician): The technician is responsible for the onboarding and management of entities. This includes creating entity instances and configuring device connections. The technician also performs troubleshooting, and has access to the entity inventory, Digital Twin views, and incident updates.

  The Technician role is a global role applicable across Oracle IoT Intelligent Applications Cloud applications. The technician:

  • Onboards/Removes entities.
    • Creates/Deletes entity instances.
    • Configures connectivity:
      • Creates connectors.
      • Downloads schemas.
      • Creates interpreters.
  • Troubleshoots issues.
  • Resolves incidents:
    • Views related rules.
  • Accesses Digital Twin views:
    • Executes actions, what-if scenarios
  • Accesses entity inventories.
  • Edits custom attributes.

• Viewer (IoTViewer):The Viewer has read-only access to IoT applications. The Viewer role is a global role applicable across Oracle IoT Intelligent Applications Cloud applications.

  The Viewer role was called User in pre-22.1.1 releases. A viewer can access the following entities in Operations Center:

  • Dashboards
  • Digital Twins
  • Notifications

  A non-admin application user must have explicit Viewer role to be able to log into the management console (/ui).

Create a New User

To let a user access Oracle IoT Asset Monitoring Cloud Service, create a new user in the application . Next, assign the roles appropriate for the user’s assigned tasks.

1. In the Operations Center, click Menu (), and then click Settings.

   If you are in the Design Center, you need to click Previous () before you see the Settings option in the menu.

2. Click User Management.
3. Click Create User ().
4. Under ROLES, select one or more of these roles for the user from the Common or Asset Monitoring section:
   • Administrator
   • Asset Manager
   • Technician
   • Viewer
   See Understand Roles and Users for detailed information on these application roles.
5. Under NAME, enter the name for the user and the desired User ID:
   • First Name: Enter the first name of the user.
   • Last Name: Enter the last name of the user.
   • Username: Enter a user name for the user account.
6. Under EMAIL, provide the email details for the user.
   • Work: Enter the work email address for the user.
   • Home: (Optional) Enter the home email address for the user.
   • Recovery: (Optional) Enter the recovery email address for the user. This email address is used to help the user regain access to their account if they forget their password or are locked out.
   • Other: Optionally, enter an additional email address for the user.

   A primary (work) email is required. Oracle Identity Cloud Service automatically sends a mail to this address with the link for user account activation.

7. (Optional) Under TELEPHONE, provide the telephone details for the user.
   • Work: Enter the work phone number for the user.
   • Home: Enter the home phone number for the user.
   • Recovery: Enter the recovery phone number for the user. This phone number is used to help the user regain access to their account if they forget their password or are locked out.
   • Other: Enter an additional phone number for the user.
   • Mobile: Enter the mobile phone number for the user.
8. Click Save and close the window to return to the User Management page.

Make sure you assign the newly created user to the organization that the user should belong to. See Assign Users to an Organization for more information on assigning users to an organization. You can also assign a user to more than one organization.

Edit a User Account

Edit a user account to change the user’s roles, name, e-mail, or telephone information.

1. In the Operations Center, click Menu (), and then click Settings.

   If you are in the Design Center, you need to click Previous () before you see the Settings option in the menu.

2. Click User Management.
3. Click Edit () against the appropriate user row.
4. Make the necessary changes under the ROLES, NAME, EMAIL and TELEPHONE sections.
5. Click Save and close the window to return to the User Management page.

Search for a User Account

Use the search function to locate a specific user account or user accounts matching specific search criteria.

1. In the Operations Center, click Menu (), and then click Settings.

   If you are in the Design Center, you need to click Previous () before you see the Settings option in the menu.

2. Click User Management.
3. Click Filter to open the Filters dialog.
4. Click Add () to add new filter criteria.
5. Choose one of these options in the list:
   • First Name: Select this option to search for a user account by the user’s first name.
   • Last Name: Select this option to search for a user account by the user’s last name.
   • Username: Select this option to search for a user account by user name.
   • Email: Select this option to search for a user account by email address.
   • Roles: Select this option to search for a user account by role(s).
6. Enter your search criteria in the field and then press Enter.
7. (Optional) Click Add () to add additional filter criteria.
8. (Optional) Click Remove () to remove a search criteria.
9. Click Apply to apply your search criteria.

Delete a User Account

Delete a user account when it is no longer needed.

1. In the Operations Center, click Menu (), and then click Settings.

   If you are in the Design Center, you need to click Previous () before you see the Settings option in the menu.

2. Click User Management.
3. Click Delete () against the user that you wish to delete.
4. Click Yes.