3 Create and Manage Organizations

Organizations are digital twin versions of your business. These are digital placeholders for the various heterogeneous entities that you have in your business, the locations where these entities operate from, and the associated users of these entities.

Topics:

• About Organizations

• Create a New Organization

• Change Your Current Organization

• Assign Users to an Organization

• Export and Import Organizations

About Organizations

An organization contains digital versions of all the IoT-enabled assets that are part of your business operations. An organization is also associated with its authorized set of users. Predefined roles determine the privileges of each application user.

Your Oracle IoT Production Monitoring Cloud Service instance includes a default organization. All your factories, machines, operators, products and other entities are created in the default organization. You can create additional organizations if you need multiple business domains.

Your application can contain one or more organizations. For example, businesses often divide organizational operations based on geography. The following image shows a business divided into regions. Each region, Asia-Pacific, Europe, and North America has its own set of assets and users.

You may also want to have multiple organizations if you manage several clients, and you need to separate these clients into sub-tenants, so that each sub-tenant has its own set of assets and users.

Create a New Organization

Organizations are digital placeholders for the various heterogeneous entities that you have in your business, the locations where these entities operate from, and the associated users of these entities.

This operation is meant for application administrators only. Log in using the administrator account to create organizations in your application.

1. In your IoT application, 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 IoT Organizations, and then click Manage Organizations.
3. Click Create Organization in the Manage Organizations page.
   The Create Organization dialog appears.
4. Specify a Name for your organization.
   For example, North America Operations.
5. Specify an optional Description.
6. Click Create.
   The new organization is created along with its required artifacts. The operation status appears on the IoT Organizations page until the organization is ready for use.

Change Your Current Organization

If you are part of more than one organization, then you can change your current organization in the application.

1. In your IoT application, 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 IoT Organizations, and then click Manage Organizations.
3. Click Switch Organization in the Manage Organizations page.
4. Under Switch To, select the organization name that you wish to change to, and click Switch.
   The current organization is changed in the Design Center and Operations Center.

Assign Users to an Organization

Edit the organization to add or update the list of authorized users for the organization.

If you need to assign users to an organization other than your current organization, then make sure that you switch to the organization before performing the following steps. See Change Your Current Organization for more information on switching organization contexts.

1. In your IoT application, 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 IoT Organizations, and then click your organization name.
3. Click User Access Control on your organization page.
4. Under Users, select the users that you wish to include in the organization, and click the right-arrow icon ().
   The selected user moves to the list of authorized users.
   Tip: You can hold down the Ctrl key to select multiple users at a time.
5. Click Save to save the changes to the organization.

Export and Import Organizations

You can export an organization together with its constituent entities and settings. You can then import the organization into another Oracle IoT Production Monitoring Cloud Service instance.

When you export an organization, all constituents of the organization are exported. The factories, products, operators, machines, machine types, and the artifacts associated with the machine types, such as metrics, rules, anomalies, predictions, and trends are also exported. Any integration settings are also exported. Importing the organization into another instance creates the organization, together with its constituent entities, in the importing instance.

Note:

Import of organizations exported from previous releases is not supported. If you try to import a previously exported organization from an earlier release into the current release of Oracle IoT Production Monitoring Cloud Service, the import may fail.

Note that any devices connected to machines in the original instance are not included in the export. If you have machine types with mandatory sensor attributes, you would need to create new device links for the machines in the imported organization.

Export an Organization

Export an organization to create an iot export file containing the organization along with all its constituent entities and settings.

1. In your IoT application, 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 IoT Organizations, and then click Manage Organizations.
3. Click Export Organization in the Manage Organizations page.
   The Export Organization dialog appears.
4. Select the Organization that you wish to export, and click Export.
   A .iot archive of the organization is generated.
5. Save the generated .iot archive file to your hard disk or a storage location.
   You will use this file when importing the organization into another instance of Oracle IoT Production Monitoring Cloud Service.

Import an Organization

Import an organization into an Oracle IoT Production Monitoring Cloud Service instance to create the organizational artifacts previously exported from another instance.

1. In your IoT application, 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 IoT Organizations, and then click Manage Organizations.
3. Click Import Organization in the Manage Organizations page.
   The Import Organization dialog appears.
4. Under Upload File, click the Drag and Drop area to select a previously exported .iot archive file. Alternatively, you can also drag and drop the archive file to the Drag and Drop area in your browser window.
5. Click Done.

The organization is imported along with its containing artifacts. The organization appears in the list of existing organizations.