4 Create and Manage Users

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

Log in using the administrator account to create users in Oracle IoT Production 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 Production 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 Production Monitoring Cloud Service uses predefined roles for the 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 Production Monitoring.

Oracle Identity Cloud Service provides a centralized identity store for your Production Monitoring roles and users. When you create a user in Production 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.

Oracle IoT Production Monitoring Cloud Service 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.

• Factory Manager (IoTFactoryManager): The factory manager is responsible for the overall operation of the factory. The factory manager creates factories, associated factory dashboards, and metrics.

  The factory manager:

  • Creates factories.
  • Creates machine types.
  • Imports machines from SCM Maintenance Cloud.
  • Creates machines.
  • Adds or removes metrics or KPIs.
  • Creates factory maintenance configurations, products, and operators.
  • Imports production lines, production plans, maintenance schedules, and routing tasks.
  • Creates maintenance schedules.
  • Creates rules.
  • Creates routing tasks.

• 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.

• Machine Operator (IoTMachineOperator): The machine operator is responsible for monitoring factory and machine metrics. The machine operator processes and updates work orders. The machine operator has read-only access to dashboards and metrics.

  The machine operator was called operator in pre-22.1.1 releases.

• 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 Production 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 and Production Monitoring sections:
   • Administrator
   • Factory Manager
   • Technician
   • Machine Operator
   • 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.

After creating a new user, make sure you assign the user to the organization. See Assign Users to an Organization for more details.

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.

About Operator Types

Operators are responsible for production-related operations, such as updating production plans and actual production quantities. You can create different operator categories for different production task types.

When creating a user in Oracle IoT Production Monitoring Cloud Service with the Operator (IoTPMOperator) role, you can specify the operator type for the new user.

When creating production plans, you can assign operator tasks to individual operators. The designated operators can also update actual production data, such as the actual quantity or bad quantity numbers.

Operators can also log in to the Oracle IoT Production Monitoring Cloud Service mobile application to see the work orders assigned to them, and to view or update production plans and routing task statuses.

Create an Operator Type

Create an operator type to define a new operator category.

1. Click Menu and then click Design Center.
2. Select Operator Types () from the Design Center menu.
3. Click Add ().
4. Specify a Name to identify the operator type.
5. Specify an optional Description for the operator type.
6. Optionally click Upload Image to upload an image for the operator type.
   The chosen image is used in the operator information that appears for work order operations under the Production tab of the Factory view.
7. Click Save to save the new operator type.

Assign an Operator Type to a Machine Operator

To assign an operator type to a user with the machine operator role in Oracle IoT Production Monitoring Cloud Service, use the Menu > Design Center > Operators page.

Create a new user, as usual, and select the Machine Operator role for the user.

Navigate to Menu > Design Center > Operators, and click Add to add an entry for the operator.

Select the User Name, select a preexisting Operator Type for the user, and select an operator Status. For example, a PrinterOperator operator, whose status is Working.