Create Organization

License

First, an organization lincese has to be created.

https://lm-management.azurewebsites.net/account/login

The list of companies is opened.

Click the Create Company menu.

The form Register company is opened.

Figure 1: License manager - Register company

Enter the company name and click Create Company button.

The company ID has been created.

Click the Save button.

The company with its ID appears in the list.

For created company click the Edit button to add a license.

Figure 2: License manager - Add company license

Click the Add new license button. Fill in data:

Application – Industry4SME
Users – max number of users in the company
Organization items – the number of organization items
Valid From – Valid To – license validity period

Click Save.

The message for a successfully created license appears.
The company license has been created successfully.

Notes: Open the companies list and copy the created company ID GUID. This is the organization License Key.

Add New Organization

There are two types of organizations:

Service Company - these organizations are managed only by System Administrators. They manage their own Clients and can access their data and dashboards
Client - these are the "children" of Service Companies. They can be managed by System Administrators or by Organization Administrators of their Service Company. By manual configuration one Client can be linked to multiple Service Companies. System Administrators can also create Clients as a top-level organizations

When a user logs in, he is automatically presented with the list of companies he has access to based on his role and organization affiliation.

The steps of creating an organization are identical for both types. For example, to create a new Client:

Log in with System Administator or with an Organization Administrator of the desired Service Company.

Select the menu Add/Client

Figure 3: Upkip Administration - Add client

The Add new client form is opened

Figure 4: Upkip Administration - Add new client

Fill in data:

Name – company name
License Key – the created company ID from the license manager
Azure group – select the Azure AD User Group. There is usually only one
Logo – Upload a picture with company logo
Language – Select the default organization language

Click the Add button.

At this point the system will automatically configure the following:

Default configuration settings:
- Dedicated read-only QL user
- Organization user map
- Data servers
- Empty Factory element with a single empty Department element below it
- Machine statuses
- Downtime reasons
Dedicated databases:
- Dedicated databases with retention policies
- Dedicated read-only and read-write users
Visualization portal new organization with:
- Users (all passwords are set to “admin”. Thus the system prompts for a password change at each user login)
- Teams
- Folders
- Predefined list of dashboards
- Default permissions
- Home dashboard
- Data Sources (a provisioning template for back up and reference is saved in the environment storage account under container “tenant-provisioning”, folder “Grafana” with the name “dataSourcesTemplate_{organization name}.yaml”
- Service company data sources - in the case of creating a client its data sources are also created for its parent Service Company

Note: Most of these settings cound be customized based on Service Company level. The intention is that Clients of a specific Service Company can have different set of default dashboards, folders, etc.

Verify Created Organization

Administration Portal

Check if a new organization is created.

There should be a visible new organization with its logo.
The basic menus in the new organization should be visible – Devices, Data, Planning, and Server.

Figure 5: Upkip Administration - newly created company

Define Organization Structure

Select the menu Devices/Organization.

There is possible to create the company organization structure with departments and machines (see Organization Structure documentation)

There is possible to add machines with their properties. (see Add Machine documentation)

There is possible to add the machine tags:

To add machine tags follow the documentation Machine Tags.
To add machine tags connected with external sensors follow the steps Add Tag with an external sensor.

When the organization structure with departments and machines has been added, there is possible to define the layout of the machines in the factory premises. (see Factory Layout definition).

Select the menu Devices/Gateways.

There is possible to create gateways (Windows or Linus) (to Gateways documentation).

Select the menu Devices/External sources.

There is possible to define external sources (to External sources documentation)

Visualization Portal

Click on the user icon on the bottom left side and switch to the newly created organization.

Figure 6: Upkip Visualization - switch to a created organization

The Upkip Visualization main menu for the created company is opened.
The main menu buttons for all four roles are created – Operator, Team Leader, Supervisor, and Manager.
There is a menu button – Factory Layout.
The menu Administration goes to the Upkip Administration
The menu Documentation opens the current site with Upkip online documentation.

Figure 7: Upkip Visualization – Main menu