Getting started with AWS IoT SiteWise Monitor - AWS IoT SiteWise

Getting started with AWS IoT SiteWise Monitor

If you're the AWS administrator for your organization, you create portals from the AWS IoT SiteWise console. Complete the following steps to create a portal so that members of your organization can view your AWS IoT SiteWise data:

  1. Enable AWS SSO if it's not already enabled

  2. Configure and create a portal

  3. Add portal administrators and send invitation emails

  4. Add portal users

You complete these steps in the AWS IoT SiteWise console.

After you create a portal, the portal administrator can view your AWS IoT SiteWise assets and assign them to projects in the portal. Project owners can then create dashboards to visualize the properties of the assets that help project viewers understand how your devices, processes, and equipment are performing.

You can follow a tutorial that walks through the steps required to set up a portal with a project, dashboards, and multiple users for a specific scenario using wind farm data. For more information, see Visualizing and sharing wind farm data in AWS IoT SiteWise Monitor.

Creating a portal

You create a SiteWise Monitor portal in the AWS IoT SiteWise console.

To create a portal

  1. Sign in to the AWS IoT SiteWise console.

  2. In the navigation pane, choose Monitor, Getting started.

    
              The left navigation pane of the AWS IoT SiteWise console with Getting
                  started highlighted.
  3. Choose Create Portal.

    
              The AWS IoT SiteWise Monitor Getting started page with
                  Create portal highlighted.

    Next, you must provide some basic information to configure your portal.

Enabling AWS SSO

AWS SSO provides identity federation for SiteWise Monitor so that you can control access to your portals. With AWS SSO, your users sign in with their corporate email and password instead of an AWS account. For more information about AWS SSO, see the AWS Single Sign-On User Guide.

Note

You can configure AWS SSO in only one Region at a time. SiteWise Monitor connects to the Region that you configured for AWS SSO. This means that you use one Region for AWS SSO access, but you can create portals in any Region.

If you already enabled AWS SSO, you can skip to Configuring your portal.

In this procedure, SiteWise Monitor performs the following steps for you:

  1. Enables AWS Organizations, a prerequisite for AWS SSO. For more information, see AWS Organizations User Guide.

  2. Creates an AWS organization and sets your AWS account as the master account.

  3. Enables AWS SSO in the current AWS Region.

To enable AWS SSO

  1. Enter the Email address, First name, and Last name for the user that you want as your portal administrator. The given email address will receive an email to set a password for the new AWS SSO user. If you want to be the portal administrator, enter your email and name to create an AWS SSO identity to use with your portal. You can create more users later.

    For more information, see Manage identities in AWS SSO in the AWS Single Sign-On User Guide.

    
              The Enable AWS Single Sign-On (SSO) page of the Create
                  portal process.
  2. Choose Create User to create the portal administrator user and enable AWS SSO.

    All portal users, including the portal administrator, must sign in with their AWS SSO identity. These credentials are typically not the same credentials that you use to sign in to the AWS Management Console.

Configuring your portal

Your users use portals to view your data. You can customize a portal's name, description, branding, support contact email, and permissions.


          The "Portal configuration" page used to create a portal.

To configure a portal

  1. Enter a name for your portal.

  2. (Optional) Enter a description for your portal. If you have multiple portals, use meaningful descriptions to help you keep track of what each portal contains.

  3. (Optional) Upload an image to display your brand in the portal. Choose a square, PNG image. If you upload a non-square image, the portal scales the image down to a square.

  4. Enter an email address that portal users can contact when they have an issue with the portal and need help to resolve it.

  5. (Optional) Add tags for your portal. For more information, see Tagging your AWS IoT SiteWise resources.

  6. (Optional) Choose an existing service role for your portal. By default, SiteWise Monitor creates a new service role for each portal. This role allows your portal users to access your AWS IoT SiteWise resources. For more information, see Using service roles for AWS IoT SiteWise Monitor.

  7. Choose Create portal.

    Note

    At this point in the process, AWS IoT SiteWise creates your portal. If you close the console, you can finish the setup process by adding administrators and users. For more information, see Adding or removing portal administrators. If you don't want to keep this portal, delete it so it doesn't consume resources. For more information, see Deleting a portal.

A message appears when your portal is created.


          An example successful portal creation message.

Next, you must invite one or more portal administrators to the portal. So far, you created a portal but no one can access it.

Inviting administrators

To get started in your new portal, you must assign a portal administrator. The portal administrator creates projects, chooses project owners, and assigns assets to projects. Portal administrators can see all of your AWS IoT SiteWise assets.

If you're using SiteWise Monitor for the first time, you can choose the user that you created earlier to be the portal administrator. If you haven't created users, navigate to the AWS Single Sign-On console to define at least one user that you can specify as the portal administrator. Alternatively, you can connect an external identity provider to AWS SSO. For more information, see the AWS Single Sign-On User Guide.


          The invite administrators step of the portal creation process.

To invite administrators

  1. Select the check boxes for the users that you want as your portal administrators. The users are added to the Selected users list.

    If you don't see the user that you want to add in the list, navigate to the AWS Single Sign-On console to add users to your identity store. You can then return to your portal configuration to add the user to the list of portal administrators. For more information about how to add users to AWS SSO, see Manage your AWS SSO directory.

  2. (Optional) Choose Send invite to selected users. Your email client opens, and an invitation is populated in the message body, as shown in the following example.

    
              The invitation email body that is sent to your portal administrators.

    You can customize the email before you send it to your portal administrators. You can also send the email to your portal administrators later. If you're trying SiteWise Monitor for the first time and adding your new account as the portal administrator, you don't need to email yourself.

  3. If you add a user that you don't want as an administrator, clear the check box for that user.

  4. When you're finished inviting portal administrators, choose Next.

You can change the list of portal administrators later. For more information, see Adding or removing portal administrators.

Note

Because only a portal administrator can create projects and assign assets to them, your portal is of limited use until you specify at least one portal administrator.

As the last step, you add users who can access your new portal.

Adding portal users

You control which users have access to your portals. In each portal, the portal administrators create one or more projects and assign portal users as owners or viewers for each project. Each project owner can invite additional portal users to own or view the project.

If you see the user that you want to add in the Directory list, complete the following steps.

To add portal users

  1. Choose users from the Users list. If you're using SiteWise Monitor for the first time, you don't need to add your portal administrator as a portal user.

    If you don't see the user that you want to add in the list, navigate to the AWS Single Sign-On console to add users to your identity store. You can then return to your portal configuration to add the user to the list of portal users. For more information about how to add users to AWS SSO, see Manage your AWS SSO directory.

    
              The assign users step of the portal creation process.
  2. If you add a user that you don't want to have access to the portal, clear the check box for that user.

  3. When you're finished adding users, choose Add users.

Congratulations! You successfully created a portal, assigned portal administrators, and added users who can use that portal when invited to do so. Your portal administrators can now create projects and add assets to those projects. Then, your project owners can create dashboards to visualize the data for each project's assets.

If you need to make changes to the portal, see Administering your SiteWise Monitor portals.

To get started in the portal, see Getting started in the SiteWise Monitor Application Guide.