Organization setup for PTC Orbit
Walk through the end-to-end setup sequence: tenant provisioning, role and group configuration, list view and form customization, dashboard creation, and data sync establishment.
Overview
Before end users can manage assets, execute service, or run analytics, an implementer and an administrator must complete a series of setup tasks. This topic traces the setup sequence from initial tenant provisioning through production-ready configuration. Each stage builds on the previous one; completing them in order avoids rework and configuration gaps.
Workflow Stages
1. Tenant provisioning. An implementer requests a production tenant through the Tenant Management system. The PTC Orbit Support team creates the tenant and provides login credentials. The implementer then configures the Matillion data integration project with the correct Snowflake credentials and environment settings. For details, see
Tenant Provisioning and Operationalization.
2. Package installation. An administrator installs the PTC Orbit package in the org. After installation, the system administrator (first user) automatically receives the
Orbit Admin role. For details, see
Installation and Configuration.
3. Role and group configuration. The administrator creates roles, assigns users to roles, creates groups, and defines permissions. Every user receives the
Standard User role by default; additional roles grant access to administrative, analytical, or service-specific capabilities. For details, see
Configuration of Roles and Groups.
4. List view and form customization. The administrator configures list views to control which columns, filters, and sort orders appear for each object type. Forms define the field layout that users see when creating or editing records. For details, see
Configuration of List Views and
Configuration of Forms.
5. Dashboard creation. The administrator creates charts that visualize asset metrics and combines them into dashboards. Each dashboard provides a consolidated view of KPIs, work order trends, or asset health scores tailored to a specific team or business function. For details, see
Dashboard Configuration.
6. Data sync establishment. The implementer configures full and incremental data sync pipelines in Matillion to load records from Salesforce, AWS S3, or custom REST endpoints into Snowflake. With pipelines running, asset, account, product, and work order data flows into PTC Orbit on a scheduled basis. For details, see
Setting Up Data Sync.
Personas Involved
• Implementer: provisions the tenant and establishes data sync pipelines.
• Administrator: installs the package, configures roles, views, forms, and dashboards.
What To Do Next