The SiteWise Monitor feature is not available to new customers. Existing customers can continue to use the service as normal. For more information, see [SiteWise Monitor availability change](https://docs.aws.amazon.com/iot-sitewise/latest/appguide/iotsitewise-monitor-availability-change.html)

# Get started with AWS IoT SiteWise Monitor
Get started

You use AWS IoT SiteWise Monitor portals to view, analyze, and share access to your operational data. Each AWS IoT SiteWise Monitor portal is a managed web application that is created from the AWS IoT SiteWise console. When you are given access to a portal, you receive an email that contains a link to the portal. The topics in this section help you understand what you can do in the portal.

Depending on your role, you might have different tasks to perform.


**Roles and tasks for AWS IoT SiteWise Monitor**  

| Role | Tasks | Getting started | 
| --- | --- | --- | 
| Portal administrator |  [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/getting-started.html)  | [Set up a portal administrator for AWS IoT SiteWise Monitor](portal-admin-getting-started.md) | 
| Project owner |  [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/getting-started.html)  | [Get started as an AWS IoT SiteWise Monitor project owner](project-owner-getting-started.md) | 
| Project viewer |  [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/getting-started.html)  | [Get started as an AWS IoT SiteWise Monitor project viewer](project-viewer-getting-started.md) | 

If you don't have an AWS IoT SiteWise Monitor portal, contact your AWS administrator. For information about how to create a portal, see [Getting started with AWS IoT SiteWise Monitor](https://docs.aws.amazon.com/iot-sitewise/latest/userguide/monitor-getting-started) in the *AWS IoT SiteWise User Guide*.

## Sign in to an AWS IoT SiteWise Monitor portal
Sign in to a portal

Whether you're a portal administrator, a project owner, or a viewer, your first step is to sign in to the AWS IoT SiteWise Monitor application with your enterprise email and password, or AWS Identity and Access Management (IAM) credentials. SiteWise Monitor validates your credentials with AWS IAM Identity Center or  IAM to ensure that only authorized users can access your company assets.

You can choose one of the following to sign in to the AWS IoT SiteWise Monitor portal:
+ Use your IAM Identity Center identity.

  1. Open the email that contains the link to the portal and open the web portal.

  1. In the dialog box, for **Email**, enter your enterprise email address.

  1. For **Password**, enter your enterprise password.

  1. Choose **Sign in**.

     IAM Identity Center validates your credentials and, if valid, opens the portal so that you can perform the tasks allowed for your role.
+ Use your IAM identity.
  + 

**If you use an IAM user, do the following:**

    1. Open the link to the portal and open the web portal. You might have received an email that contains the link.

    1. In the dialog box, enter your **IAM user name**.

    1. For **Password**, enter your IAM password.

    1. Choose **Sign in**.

       IAM validates your credentials and, if valid, opens the portal so that you can perform the tasks allowed for your role.
  + 

**If you want to assume an IAM role, do the following:**

    1. Sign in to the IAM with federation.

    1. Assume an IAM role.

    1. Open the the link to the portal and open the web portal. You might have received an email that contains the link.

       If the IAM role was added to the portal, you automatically sign in to the portal. You can now perform the tasks allowed for your role.

## Navigate in the AWS IoT SiteWise Monitor portal
Navigate in the portal

You use the left navigation bar to navigate within the AWS IoT SiteWise Monitor portal.

![\[The navigation bar in the AWS IoT SiteWise Monitor portal.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-bar-console.png)


When the bar is collapsed, only the icons are shown.

**Note**  
Only portal administrators see all four icons.

# Set up a portal administrator for AWS IoT SiteWise Monitor
Get started as a portal administrator

As the portal administrator, you create projects and associate assets with those projects. You specify an owner for each project. The project owner can then create dashboards with visualizations of the property values and alarms. Only portal administrators can create projects, assign owners, and change the list of assets associated with each project. As the portal administrator, you can do the following tasks:
+ [Sign in to a portal](getting-started.md#portal-login)
+ [Explore asset data and adding assets to projects](#portal-admin-exploring-assets)
+ [Assign owners to the project](#portal-admin-inviting-owners)
+ [Get started as a project owner](project-owner-getting-started.md)

## Explore asset data and adding assets to projects


You can explore the list of assets to which you have access to view their properties and alarms. As the portal administrator, you can add assets to a project to make them available to the project owner. The project owner can then create dashboards to give other subject matter experts a common view of the asset properties and alarms.

The following procedure assumes that you signed in the AWS IoT SiteWise Monitor portal.

**To explore asset data and add asset to projects**

1. In the navigation bar, choose the **Assets** icon.  
![\[The "Assets" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-asset-library-console.png)

   The **Assets** page appears.  
![\[The "Assets" page with "Assets" panel labeled A, "Add asset to project field" labeled B, time dropdown labeled C, and "Demo Wind Farm Asset" labeled D.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/asset-library-portal-admin-console.png)

   See the following areas of the page.    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/portal-admin-getting-started.html)

1. <a name="asset-library-choose-asset"></a>Choose an asset in the **Assets** hierarchy, and then choose **Add asset to project**.  
![\[The "Assets" page with the asset hierarchy and "Add assets to project" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/asset-library-add-asset-to-project-console.png)
**Note**  
You can add only a single node hierarchy (an asset and all assets that are subordinate to that asset) to a project. To create a dashboard to compare two assets that are children of a common parent asset, add that common parent to the project.

1. <a name="asset-library-create-new-project"></a>In the **Add assets to project** dialog box, choose **Create new project**, then choose **Next**.  
![\[Add assets to project dialog, step 1 of 2.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/asset-library-add-assets-to-new-project-console.png)

1. <a name="asset-library-new-project-enter-project-name"></a>In **Project name**, enter a name for your project. If you plan to create multiple projects, each with a distinct set of assets, choose a descriptive name.  
![\[Add assets to project dialog, step 2 of 2.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/asset-library-create-new-project-console.png)

1. <a name="asset-library-new-project-enter-project-description"></a>In **Project description**, enter a description of the project and its contents.

   You can add project owners after you create the project.

1. <a name="asset-library-finish-adding-asset"></a>Choose **Add asset to project**.

   The **Create new project** dialog box closes, and the new project's page opens.

1. When you're ready to share your project, you can add owners to your project to create dashboards and invite viewers. You can see and change who you invited to the project on the project details page. 

## Assign owners to the project


<a name="add-owners-project-intro"></a>As a portal administrator, after you create a project, you can assign project owners. Project owners create dashboards to provide a consistent way to view your asset data. You can send an invitation email to assigned project owners when you are ready for them to work with the project.<a name="add-owners-project"></a>

**To assign owners to a project**

1. In the navigation bar, choose the **Projects** icon.  
![\[The "Projects" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-projects-console.png)

1. On the **Projects** page, choose the project to which to assign project owners.  
![\[The "Projects" page with "Create project" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/projects-portal-admin-choose-project-console.png)

1. In the **Project owners** section of the project details page, choose **Add owners** if the project has no owners, or **Edit owners**.  
![\[The "Project owners" section of the project details page.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-add-owners-console.png)

1. In the **Project owners** dialog box, select the check boxes for the users to be owners for this project.  
![\[Shows the "Project owners" dialog.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-choose-owners-console.png)
**Note**  
You can only add project owners if they're portal users. If you don't see a user listed, contact your AWS administrator to add them to the list of portal users.

1. Choose the **>>** icon to add those users as project owners.

1. Choose **Save** to save your changes.

<a name="invite-owners-project-intro"></a>Next, you can send emails to your project owners so they can sign in and start managing the project.<a name="invite-owners-project"></a>

**To send email invitations to project owners**

1. In the navigation bar, choose the **Projects** icon.  
![\[The "Projects" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-projects-console.png)

1. On the **Projects** page, choose the project for which to invite project owners.  
![\[The "Projects" page with "Create project" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/projects-portal-admin-choose-project-console.png)

1. In the **Project owners** section of the project details page, select the check boxes for the project owners to receive an email, and then choose **Send invitations**.  
![\[The "Project owners" section of the project details page.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-invite-owners-console.png)

1. Your preferred email client opens, prepopulated with the recipients and the email body with details from your project. You can customize the email before you send it to the project owners.

# Get started as an AWS IoT SiteWise Monitor project owner
Get started as a project owner

Each portal in the AWS IoT SiteWise Monitor contains one or more projects. A project is the unit of sharing. If you invite viewers to your project, they can see all dashboards that you created in that project, as well as explore the assets that are associated with the project. If you want viewers to have access to different subsets of your dashboards, you must ask your portal administrator to split the project. As the owner of one or more projects, you can do the following tasks:
+ [Sign in to a portal](getting-started.md#portal-login)
+ [Explore project assets and their data](#project-owner-exploring-assets)
+ [Create dashboards to visualize data](#project-owner-creating-dashboards)
+ [Configure visualizations to understand data](#project-owner-configuring-visualizations)
+ [Assign viewers to the project](#project-owner-inviting-viewers)

## Explore project assets and their data


You can explore the list of assets to which you have access to view their properties. If you need additional assets in your project, you must contact your portal administrator.

**Note**  
As a project owner, you can view only those assets that are contained in projects to which you have access.

The following procedure assumes that you signed in the AWS IoT SiteWise Monitor portal.

**To explore project assets and their data**
+ In the navigation bar, choose the **Assets** icon.  
![\[The "Assets" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-asset-library-console.png)

  The **Assets** page appears.  
![\[The "Assets" page.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/asset-library-project-owner-console.png)

  See the following areas of the page.    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/project-owner-getting-started.html)

## Create dashboards to visualize data


The primary activity for a project owner is to create dashboards that contain one or more visualizations that show the values of asset properties and alarms. Creating a dashboard is quick and easy.

**To create dashboards**

1. In the navigation bar, choose the **Projects** icon.  
![\[The "Projects" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-projects-console.png)

1. On the **Projects** page, choose the project in which you want to create a dashboard.  
![\[The "Projects" page as a project owner.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/projects-portal-user-choose-project-console.png)

1. <a name="project-create-dashboard"></a>In the **Dashboards** section, choose **Create dashboard**.  
![\[The dashboards list on the project details page with "Create dashboard" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-create-dashboard-console.png)

Next, you add one or more visualizations of asset properties and alarms to your dashboard. 

## Configure visualizations to understand data


Each dashboard can display one or more visualizations of the values of the asset properties and alarms in your project. You can add a visualization for any property or alarm, and customize the details of the visualization.

**To configure visualizations**

1. <a name="dashboard-configure-dashboard"></a>In the dashboard editor, change the dashboard name from the default, **New dashboard**, to something that describes the content****.  
![\[The dashboard editor with "New Dashboard" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-name-dashboard-console.png)

1. <a name="dashboard-add-visualization"></a>Browse the list of project assets on the right side of the dashboard. When you find a property or alarm to visualize, drag it to the dashboard.
   + The default visualization type for properties is the [line chart](choose-visualization-types.md#line-charts).
   + The default visualization type for alarms is the [status grid widget](choose-visualization-types.md#status-grid-chart).
**Note**  
You can drag multiple properties and alarms onto a single visualization.  
![\[The dashboard editor with "Total average power" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-add-visualization-console.png)

1. <a name="dashboard-choose-visualization-type"></a>To change how your data displays, choose the visualization type.  
![\[A sample visualization with the visualization type icon highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-edit-visualization-type-console.png)

   For more information about the available visualization types, see [Choose visualization types](choose-visualization-types.md). To customize details of the visualization, see [Customize visualizations](customize-visualizations.md).

1. <a name="dashboard-configure-thresholds"></a>To add thresholds to your property, choose the visualization configuration icon. If you add a property that has an alarm, the visualization displays that alarm's threshold. For more information, see [Configure thresholds](configure-thresholds.md).  
![\[A sample visualization with the visualization configuration icon highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-edit-visualization-configuration-console.png)

1. To move a visualization, choose the control icon in the upper left and then drag the visualization to a new location.  
![\[An example visualization with the gripper and resize controls highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-edit-visualization-bounds-console.png)

1. To change the size of a visualization, use the resize control in the lower right. Drag the corner to a new size and shape. Visualizations snap to the grid when resized, so you only have coarse control over the size.

1. <a name="dashboard-save-changes"></a>After you finish editing the dashboard, choose **Save dashboard** to save your changes. The dashboard editor closes. If you try to close a dashboard that has unsaved changes, you're prompted to save them.

1. Repeat these steps to add and configure more visualizations to the dashboard.

1. When you finish making changes, choose **Save dashboard** in the upper-right corner.  
![\[Shows the "Save dashboard" button in the upper right of the dashboard.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-finish-edits-console.png)

When you're ready to share your dashboard, you can add viewers to your project to explore dashboards. You can see and change who you invited to the project on the project details page. 

## Assign viewers to the project


You can assign viewers to your project from the project details page.<a name="add-viewers-project"></a>

**To assign viewers to a project**

1. In the navigation bar, choose the **Projects** icon.  
![\[The "Projects" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-projects-console.png)

1. On the **Projects** page, choose the project to which to assign viewers.  
![\[The "Projects" page with "Wind Farm 3" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/projects-portal-user-choose-project-console.png)

1. In the **Project viewers** section of the project details page, choose **Add viewers** if the project has no viewers, or **Edit viewers**.  
![\[The "Project viewers" section of a project page.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-add-viewers-console.png)

1. In the **Project viewers** dialog box, select the check boxes for the users to be viewers for this project.  
![\[Shows the "Project viewers" dialog.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-choose-viewers-console.png)
**Note**  
You can only add viewers if they're portal users. If you don't see a user listed, contact your AWS administrator to add them to the list of portal users.

1. Choose the **>>** icon to add those users as project viewers.

1. Choose **Save** to save your changes.

<a name="invite-viewers-project-intro"></a>Next, you can send emails to your project viewers so they can sign in and start exploring the dashboards in the project.<a name="invite-viewers-project"></a>

**To send email invitations to project viewers**

1. In the navigation bar, choose the **Projects** icon.  
![\[The "Projects" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-projects-console.png)

1. On the **Projects** page, choose the project to which to invite project viewers.  
![\[The "Projects" page with "Create project" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/projects-portal-user-choose-project-console.png)

1. In the **Project viewers** section of the project details page, select the check boxes for the project viewers to receive an email, and then choose **Send invitations**.  
![\[The "Project viewers" section of the project details page.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-invite-viewers-console.png)

1. Your preferred email client opens, prepopulated with the recipients and the email body with details from your project. You can customize the email before you send it to the project viewers.

# Get started as an AWS IoT SiteWise Monitor project viewer
Get started as a project viewer

When you're invited to a project as a viewer, someone in your organization has set up a project and a set of dashboards to provide you with a consistent way to view data for your company's devices, equipment, and processes. In AWS IoT SiteWise, those devices, equipment, and processes are referred to as assets. You can use AWS IoT SiteWise Monitor to view the properties and alarms for a set of assets. Because the project owner has set up dashboards to visualize those properties, everyone who views the project has the dahboard view to draw insights from the data. As a project viewer, you can view all of the dashboards in the project. You can adjust the time range for the data shown in the dashboard. And you can explore the properties and alarms of individual assets to see a property or alarm that isn't on the dashboard.

You can only view the assets that are associated with the project to which you've been invited. To request additional assets, contact your project owner. The project owner can also update the dashboards to change the visualizations or show additional properties and alarms.

As a project viewer, you can do the following tasks:
+ [Sign in to a portal](getting-started.md#portal-login)
+ [Explore shared dashboards](#project-viewer-exploring-dashboards)
+ [Explore project assets and their data](#project-viewer-exploring-assets)

## Explore shared dashboards


As a viewer for one or more AWS IoT SiteWise Monitor projects, you can view the dashboards to understand the data for your devices, equipment, and processes. You can adjust the time range for the visualizations in each dashboard to gain insights into your data.

The following procedure assumes that you are signed in the AWS IoT SiteWise Monitor portal.

**To explore shared dashboards**

1. In the navigation bar, choose the **Projects** icon.  
![\[The "Projects" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-projects-console.png)

1. On the **Projects** page, choose the project whose dashboards you want to view.  
![\[The Projects page with "Wind Farm 3" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/projects-portal-user-choose-project-console.png)

1. In the **Dashboards** section of the project details page, choose the name of the dashboard to view. You can also select the check box next to the dashboard, and then choose **Open**.  
![\[The "Dashboards" section of the projects page with "Wind Farm Dashboard" highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/project-project-viewer-view-dashboard-console.png)

1. You can browse the visualizations in the dashboard.  
![\[An example dashboard with time range dropdown highlighted.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/dashboard-project-viewer-view-dashboard-console.png)

   Do any of the following actions to adjust the displayed time range for your data:<a name="modify-visualization-time-range"></a>
   + <a name="modify-visualization-zoom-in-selected"></a>Click and drag a time range on one of the line or bar charts to zoom in to the selected time range.
   + <a name="modify-visualization-zoom-in-point"></a>Double-click on a time range to zoom in on the selected point.
   + <a name="modify-visualization-zoom-out-point"></a>Press Shift and then double-click on a time range to zoom out from the selected point.
   + <a name="modify-visualization-shift-range"></a>Press Shift and then drag the mouse on a time range to shift the range left or right.
   + <a name="modify-visualization-predefined-time"></a>Use the drop-down list to choose a predefined time range to view.
   + Use the time range control to open the calendar and specify a start and end time for your range.

   Each visualization shows the latest reported value for the selected time range.

1. If you're a project owner or portal administrator, you can modify the dashboard. For more information see [Add visualizations in AWS IoT SiteWise Monitor](add-visualizations.md).

## Explore project assets and their data
Explore project assets

While you will typically use the dashboards that the project owner prepared for you, you can also view properties and alarms for the assets included in a project. For example, you might check the model, install date, or location for a piece of equipment.

**Note**  
As a project viewer, you can view only those assets that are contained in projects to which you have access.

The following procedure assumes that you signed in the AWS IoT SiteWise Monitor portal.

**To explore project assets and their data**
+ In the navigation bar, choose the **Assets** icon.  
![\[The "Assets" icon in the navigation bar.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/portal-navigation-asset-library-console.png)

  The **Assets** page appears.  
![\[The "Asset library" page with "Assets" panel labeled A, time range dropdown labeled B, and "Demo Wind Farm Asset" section labeled C.\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/images/asset-library-project-owner-console.png)

  See the following areas of the page.    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/iot-sitewise/latest/appguide/project-viewer-getting-started.html)