Remote Automation Solutions Customer Portal (ECP) Quick start guide

Brand: Remote Automation Solutions

Model: Customer Portal (ECP)

Type: Quick start guide

Emerson Customer Portal Quick Start Guide

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Remote Automation Solutions

Emerson Customer Portal Quick Start Guide

D301878X012

August 2019

Application Safety Considerations

Protecting Operating Processes

A failure of this application – for whatever reason -- may leave an operating process without appropriate

protection and could result in possible damage to property or injury to persons. To protect against this, you

should review the need for additional backup equipment or provide alternate means of protection (such as

alarm devices, output limiting, fail-safe valves, relief valves, emergency shutoffs, emergency switches, etc.)

System Training

A well-trained workforce is critical to the success of your operation. Knowing how to correctly install, configure,

program, calibrate, and trouble-shoot your Emerson equipment provides your engineers and technicians with

the skills and confidence to optimize your investment. Remote Automation Solutions offers a variety of ways for

your personnel to acquire essential system expertise. Our full-time professional instructors can conduct

classroom training at several of our corporate offices, at your site, or even at your regional Emerson office. You

can also receive the same quality training via our live, interactive Emerson Virtual Classroom and save on travel

costs. For our complete schedule and further information, contact the Remote Automation Solutions Training

Department at 800-338-8158 or email us at education@emerson.com

Emerson Customer Portal Quick Start Guide

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Contents iii

Contents

Overview 1

Browser Requirements 4

Logging onto the ECP the First Time 4

Logging onto the ECP 5

Activating a License 7

Installing the License File into the Device 10

Activating a License (Paper License) 11

Deactivating a License 13

Transferring a License 14

Creating New Contacts 15

Creating New Site/Asset 16

Emerson Customer Portal Quick Start Guide

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iv Contents

Emerson Customer Portal Quick Start Guide

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Overview

The Emerson Customer Portal (ECP) allows customers to view their purchased software products,

and to activate licenses for those products so they can be used on the customer’s specific hardware

devices, such as the FB3000. Most users do not use the ECP directly to activate licenses; they

perform licensing through FBxConnect. Certain tasks, however, such as managing sites and users

require the ECP.

IMPORTANT

This guide only describes the customer licensing process for when you access the Emerson

Customer Portal (ECP) from the SupportNet log on page.

If, instead, you use the Device license option in FBxConnect (shown in the graphic, below), please

refer to the FBxConnect online help for instructions.

You can purchase add-on features and special applications from your Emerson Impact Partner (or

local Emerson representative for your world area) to run on your FB3000 RTU. These products may

enable your RTU to handle additional meter runs, or to perform special calculations or custom logic

not included in the standard base firmware of the FB3000.

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Once you complete your purchase of the products you want to create your own custom feature set

(Item 1 in the figure, below), your Emerson Impact Partner or local Emerson representative (Item 2)

posts a license for the products you chose on the Emerson Customer Portal (ECP) website (Item 3).

Licensing Process

You can then log into the website, activate a license for the products, and download it to your PC

(Item 4). Once on your PC, you can use FBxConnect to download the license file to the FB3000 RTU

(Item 5).

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Here are some terms you need to know to use the ECP:

Product The software application/feature you want to run on your RTU. A set of control

functions called CTL01 ships from the factory installed on every RTU, but there

are other products you can purchase.

There are three different types of products:

Basic A basic product consists of a single feature. For example, MTR01 is a

single meter run for a single device.

Bulk A bulk product offering includes multiple copies of the same feature all

for the same device. You cannot split it across multiple devices. For example,

BQM20 is a single product consisting of twenty (20) meter runs, all for the same

device.

Bundled A bundled product offers a combination of features- all for the same

device. You cannot split it across multiple devices. For example, CALG4 includes

one (1) set of gas calculations, one (1) set of liquid calculations, and four (4)

meter runs.

Device

Your Emerson hardware – in this case – an FB3000 RTU. The ECP identifies devices

using the RTU’s device serial number. You can find the serial number of a device

registered with the ECP on the Devices tab. To find the device serial number on the

hardware, locate the S/N item on the label of the CPU module and then look for a 9

or 10-character string, which is case-sensitive. If the device shipped from the

factory pre-configured, the Emerson Impact Partner or representative typically pre-

assigns the license to the device so the ECP recognizes the serial number.

Alternatively, if you want to add a license to a device already at a customer site, the

impact partner or representative must assign the license to the customer site

where the device resides for the device to be recognized in the ECP.

Locating the Serial Number on the Label

Activation

The process of assigning a license for the application to a particular device and

generating a license file, which you can download to your PC. The activation is

identified as a string of characters called an activation code.

Site/Asset These are names under which you can group devices and products for a particular

company. For example, T&D Natural Gas Company might have two sites/assets

called “Southeast Production Field” and “Western Production Field” or they could

be “Department 1” and “Department 2”. It’s up to you to name your sites/assets.

Contact

Anyone who logs into the ECP. Your login credentials determine privileges for what

items you can access in the ECP once you log in.

If you are a read-only contact, you can only view information in the ECP about

which products are available for potential licensing; you cannot activate licenses or

download license files.

If you are a read-write contact, you can view which licenses for products are

available; you can activate licenses and assign them to particular devices, and you

can download license files.

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If you are an administrator, you can do all of the things mentioned above, plus you

can transfer licenses between sites/assets of your company, and you can define

new contacts, sites and assets for your company.

Privileges for a contact are set when you create the contact.

Note: Contacts (including administrators) can be restricted to certain sites/assets.

If you don’t have privileges for something, it is either invisible or grayed out.

Browser Requirements

The Emerson Customer Portal (ECP) functions on the following browsers (most recent version

tested shown):

 Internet Explorer Version 11 (or newer)

 Chrome Version 74.0.3729.157 (or newer)

 Firefox Version 66.0.5 (or newer)

Logging onto the ECP the First Time

Note

Before you can log in, your System Administrator, Emerson Impact Partner, or local Emerson

Representative must create you as a “contact” (using your email address) and grant you privileges

for whatever customer site you need to access. This causes a Welcome Email to be sent.

Also, trade compliance regulations require Emerson to check your name against the federal Denied

Parties List (DPL). Until Emerson customer service completes this check, you cannot log into the

ECP, however, you can activate licenses using paper activation.

1. You receive a Welcome Email containing a link to the ECP. Click on the link. (If you get a

message that the link expired, click Forgot your password to get a fresh email with a new link.)

2. Set the password. (Your password must be at least 6 characters.) Enter your new password and

repeat it in the Confirm Password line and click Sign In.

Setting Your New Password

3. Now, enter your username and password and click Sign In to log into the ECP.

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Logging onto the ECP

You can log into the Emerson Customer Portal from the cloud licensing portal link on the

SupportNet log on page:

Logging In:

1. Enter your email address and the password associated with the email address.

2. Click Sign in.

Logging In

If you forgot your password:

1. Click Forgot your password?

2. When prompted, enter the email address which your System Administrator, Emerson Impact

Partner or local Emerson representative associated with your site and click Submit. You will

receive an email from the ECP requesting you to reset your password to proceed.

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Requesting a Password Reset

Note

After five failed login attempts, the ECP temporarily disables your account. You must contact

Emerson Customer Service for assistance.

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Activating a License

After you log in, the Products tab opens. This tab shows a list of purchased products, and how

many licenses for those products are unassigned and available for use on your devices.

Note

Although you can activate multiple licenses at the same time, all the licenses you activate in a given

session are associated with the serial number of a single device (RTU). For example, if you activate

multiple copies of the same license (for example multiple single meter runs) the ECP applies them

all to a single RTU. You cannot activate multiple licenses at the same time and then split them up

among multiple RTUs.

All of your device activations are maintained in one license file on the device.

Click on the “>” icon to the left of the product you want to assign to your FB3000; this displays

details on the available licenses for that product.

Displaying Details on a Product

So long as the number of licenses is greater than zero, you can click Activate to assign the license to

one of your FB3000 devices.

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Starting the Activation Process

1 The total number of licenses are divided up between particular Sites/Assets

2 To activate a license, the Available number must be greater than 0.

3 You can only Activate for a Site/Asset that your login credentials allow.

The Product Selection page opens. In the Quantity to Activate field specify the number of licenses

you want to activate for your RTU (here, 1 MTR01 application) and then specify the serial number

of the FB3000 device to which you want to assign the license(s). Finally, click Complete Activation.

Completing the Activation Process

1 The quantity you specify only are for a single RTU

2 Specify the serial number of the RTU here

3 Click here to complete the activation

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Click Download License File to download the license file for the application to your PC. Once the

license file is on your PC, you can use FBxConnect to install the license in your RTU.

Downloading the License File to Your PC

Note

The Activation Date stored in the portal for a given activation is based on Universal Time (UTC).

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Installing the License File into the Device

For more detail on this procedure, please consult the FBxConnect online help.

From within FBxConnect software, click the Services tab.

Click Device license in the Security section of the tab.

In the Device License dialog box, click Add license file to device.

In the Add License dialog box, click Browse and browse to the license file (*.V2C) you

downloaded from the ECP for this RTU, and click Apply license file to install the license into

the RTU.

Click Close when finished.

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Activating a License (Paper License)

If you received a paper license, you can activate it on the ECP without logging in.

Click the Cloud Licensing Portal link in SupportNet:

In the lower section of the Log In screen, enter the Activation Code from the paper license,

the serial number of the FB3000 on which you want to run the application, and your email

address.

Activating from a Paper License

Click Activate.

Next, the portal asks you to associate the device with a Site/Asset. Use the Site/Asset drop

down menu to choose the site where the device is installed, then click Continue.

Associating the Device with a Site/Asset

Selecting the Site/Asset

Click Continue.

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Select the product you want to activate and enter the quantity of licenses you want to

activate for this device, then click Complete Activation.

Completing the Activation

Click Download License File to download the license file for the application to your PC.

Downloading the License File

When the activation is completed, download the license file to your PC. You can then install

the license in your RTU using FBxConnect. (See Installing the License File into the Device

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Deactivating a License

If you accidently activate a license that you did not want to activate, you can Undo the activation.

1. Click the Activations tab.

2. Locate the license you activated accidentally.

3. Click Undo; this restores the license to the pool of available licenses for the site.

Undo Button on Activations Tab

Notes:

The Activation Date stored in the portal for a given activation is based on Universal Time (UTC).

You cannot deactivate a license installed at the factory; you can only revoke licenses that you

activate through the ECP.

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Transferring a License

Note

Only administrators can transfer a license from one site/asset to another site/asset, provided they

have administrative privileges for the sites.

From the Products page, click on the product that you want to transfer a license for, then click

Transfer.

Transferring a License

Specify the number of licenses you want to transfer in the Quantity to Transfer field, then enter the

Site/Asset to which you want to transfer the licenses, then click Transfer.

Transferring a License

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Creating New Contacts

Note

Trade compliance regulations require Emerson to check your name against the federal Denied

Parties List (DPL). Until Emerson customer service completes this check, you cannot log into the

ECP, however, you can activate licenses using paper activation.

Note

Only administrators can create new contacts, provided they have administrative privileges for the

sites. Privileges for the contact are set for each site. You can also use the Default Rights field for a

contact which grants those default rights for the contact to any new sites created after the contact

is created; default rights do not apply to sites created before the contact was created. Emerson, the

Emerson Impact Partner or local Emerson representative must create the very first administrative

contact for any customer.

Click the Contacts tab.

Contacts Tab

Click Create Contact in the Security section of the tab.

Enter identifying details for the new contact, and the privileges they have at particular sites

(Admin, Read/Write, Read-Only or None) as well as the Default Rights they have for any new

sites created, then click Save.

Entering the Details for a Contact

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Creating New Site/Asset

Notes



Only administrators can create new sites/assets, provided they have administrative privileges

for the sites.



Site names must be unique within Emerson’s system; if you enter a name that another

customer uses, the ECP will reject it. In these cases, you must add some differentiating

character(s) to your site name. This could be adding a number or preceding the site name with

your company name. For example, if the “ABC Company” site name “WESTERN_FIELD”

conflicts with another existing customer, you could change the site name to

“ABC_WESTERN_FIELD”.

Click the Sites/Assets tab, then click Create New Site/Asset.

Sites/Assets Tab

Enter the name of the new Site/Asset, an email address to associate with the site, and the

name of the Emerson Impact Partner or local Emerson representative, then click Save.

Entering Details for a New Site/Asset

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Remote Automation Solutions Customer Portal (ECP) Quick start guide

Brand: Remote Automation Solutions

Model: Customer Portal (ECP)

Type: Quick start guide

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Remote Automation Solutions Customer Portal (ECP) Quick start guide

Remote Automation Solutions Customer Portal (ECP) Quick start guide

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