Before collecting data, you must set up your environment by creating a Factory, Space, Machine, and Points. Once these foundational elements are in place, you can proceed to create data collection routes.

Create a Factory

• Navigate to Setup > New Factory under the project section to create a new factory.
• Setup the name of your factory, description, and other.

Create a Space

• In the Asset Explorer, click on the newly created factory.
• Next to the “New Factory” icon, click New Space to add a space within the factory.
• Setup the name of your space, description, and other information.

Machine classes serve as templates or models for your actual machines. They are not individual machines but represent a type of machine used in your factory.

• If you have multiple machines of the same type (e.g., a fleet of AC Chilled Water units), you create a machine class to model their shared characteristics.
• Each physical machine will be instantiated under that class in your database.
• If you already have a machine class file, click Import Machine Class and select your file to import it.

To create or import a Machine Class:

• Click the Machine Class Builder icon in the Edit section.
• Use the Open icon in the Library section and select Component from the side menu to begin adding components.
• Create a new Machine Class by clicking Machine Class under the New section
• Drag and drop items from the Tools panel into the center window to build your machine class.
• Use the Property bar on the right to configure details for each component.

Note: New databases come pre-populated with components, but machine classes must be created by the user to match their specific factory setup.

Once your machine class is ready:

• In the Asset Explorer, click on the Space you created.
• Click New Machine.
• In the Machine Setup window, Assign a name to the machine, and select the data collection points associated with this machine.

After machines are defined:

• Click the New Route icon.
• Select the points you want to include in the route.