Step-by-Step Guide For Your License Transition

Video Information

Length

5:02

Language

English

Transcript

Login to the WinCC OA License Portal

Welcome to the WinCC OA License Portal! Your journey begins right here at the login screen. But how do you get there? Typically, you'll receive an invitation email, just like this one. It contains all the essential details for logging in, including your unique access link and who invited you.

After reviewing the invitation, your next step is simple: click the provided link! This will take you to the License Portal's login page. To proceed, you'll need a Siemens ID. If you don't have one yet, no worries – you can easily create one right here.

Siemens Entra ID: For our Siemens colleagues, you can sign in using your Siemens Entry ID. For external users, like me in this example, you'll use your registered email address.

Simply click Continue, then enter your password. You know the drill! Click 'Login,' and you'll be taken directly to your groups.

Once logged in, you'll land in your main group, visible on the left. On the right, you'll see various information panels. Our main goal today is to show you the crucial first steps after receiving your invitation and getting started with the License Portal.

Legacy License Inventory

After logging in, you'll be in a group – its name might vary, perhaps your company or email. Look for and click on the Legacy License Inventoryproject, easily identified by its unique icon. Inside, navigate to License Containers.

The core idea is to move all these "Legacy" license containers into more organized groups and subgroups. This is actually the very first task for all our WinCC OA partners and customers transitioning to the new portal. I only have one container here, but you might see many more – perhaps 10, 20, or even a hundred!

Getting full transparency

This process will create a much clearer, better-structured overview of your WinCC OA licenses and containers. It ensures excellent visibility for future projects and helps you maintain full transparency over all your assets.

Let's get started!

Create a Group

First, navigate to your main group. Click Add and then Create Group.' I'll name this 'Water Projects' and add 'West' in the description for geographical context. You'll see your new group appear.

Create a Subgroup

Now, within 'Water Projects West,' let's create a subgroup. This is perfect for organizing by end-customer company names if you're an integrator, or by specific project names if you're an end-user.

Acting as an integrator, I'll name this subgroup 'Company A' – perhaps a specific client or partner.

So now, under 'Water Projects' and 'Company A,' we'll add our container. Instead of another group, we'll create a 'Project.' This is a best practice: ideally, each WinCC OA container should reside within its own dedicated project.

This project level is our final sorting tier. I'll name this new project 'Server One' and add a description like 'Single System WinCC OA.' Remember, you can use longer, more descriptive names! You'll see your new project appear, ready for further configuration, but for now, we're focused on moving that container.

Now, for the main event: moving our container!

Return to the 'Legacy License Inventory' project and its 'License Containers.' Before making any moves, you must enable changes. Simply click the Enable Changes button at the top. Once confirmed, your project is ready for modification.

Move the Container

Select the container you wish to move. Then, click Choose Project.' From the dropdown, select our newly created destination: 'Company A - Server One.' This combines your subgroup and project names, making it easy to find. Confirm your selection.

In the background, your container has already been shifted! You're now finished with the 'Legacy License Inventory' project. Click Release Changes to publish your modifications.

Releasing changes ensures no one else can modify the project while you're working, preventing conflicts. This brings us to the ultimate goal: once you receive your invitation, your very first task is to empty that 'Legacy License Inventory' project by moving all containers into their correctly structured groups, subgroups, and final project destinations.

Let's quickly verify our move!

Verify and Finalize

Navigate to the license containers within your new 'Server One' project. Success! The container has been moved. Now, back in your new project, remember to 'Release Changes' here too, making your organized structure visible to everyone. This completes your essential first task in the License Portal.

Need Help? WinCC OA License Portal

If you ever find yourself needing assistance with moving containers or any other portal function, remember to visit our WinCC OA World webpage. We have plenty of helpful information prepared just for you!