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Machine Settings

Machine Settings is where each machine is configured after it has been connected: what it is called, how its data is collected and mapped, how parts are counted, and when it should be flagged as warning or failure. Settings are per machine, so two machines on the same protocol can be configured differently.

Each page below corresponds to one tab in Machine Settings, in the order the tabs appear. If you are commissioning a new machine, work through the Configuration Checklist instead — it covers every tab in the order you need them.

In This Section​

PageWhat it covers
Adding MachinesAdding machines one at a time, or in bulk with a CSV import
General InformationName, make, model, serial number, benchmarking program, notes, schedule and controller
Production & OperationsJob management mode, ERP mapping, MES and APM configuration
Data CollectionAdding a data collection method, machine connections and transforms
Data MappingData item structure, the critical mappings, unmapped items, and importing or exporting a mapping
Data Types ReferenceEvery data type and sub type available when mapping a data item
Data RulesProgram metrics, choosing a part count metric, fixing double counts and warmup programs
Warning & Failure ThresholdsStatus colors, and per-machine versus company default thresholds
Tool Monitoring & IntegrationThe Tool Monitoring and Integration tabs
Configuration ChecklistA tab-by-tab checklist for commissioning a new machine
Decommissioning MachinesWhat decommissioning does to a machine's data, when to use it, and how to re-add a machine

Accessing Machine Settings​

From the Machine Menu​

  1. Open the machine menu on the left-hand side.
  2. Select the machine you wish to configure.
  3. Click the gear icon in the top-right corner.

You will see the following tabs:

  • General Information
  • Production & Operations
  • Data Collection
  • Data Mapping
  • Data Rules
  • Warning and Failure Thresholds
  • Tool Monitoring (if Tool Anomaly Detection is purchased)
  • Integration

From the Assets > Machines Page​

You can also access settings and add machines via Assets → Machines:

  1. From the left-hand menu, expand Assets.
  2. Click Machines.
  3. To open settings for an existing machine:
    • Select the machine in the list.
    • Use the tabs at the top (for example Overview, Production & Operations, Data Collection, Data Mapping, Data Rules, and related tabs — exact labels may vary by account features).
  4. To change the edge device for a machine:
    • Open the machine from this page.
    • Use the control on the page to assign a different edge device.
  5. To duplicate a machine configuration:
    • Use the Duplicate option on this page to copy an existing machine setup.