• Welcome to the ThingWorx Apps 9.1 Help Center
• Release Notes
  • ThingWorx Apps 9.1.1 Release Notes
  • ThingWorx Apps 9.1.0 Release Notes
• Installation and Upgrade
  • ThingWorx Apps 9.1 Product Requirements
  • Importing the ThingWorx Apps Extension
  • Importing the ThingWorx Apps Extension for a High Availability Active-Active Environment
  • Upgrading ThingWorx Apps
    • Upgrading from ThingWorx Apps 9.0 to 9.1.0
    • Upgrading from ThingWorx Apps 8.5.2 to 9.1.0
    • Upgrading to a 9.1 Maintenance Release
• Setup and Configuration
• Exploring the Apps
  • Asset Advisor
    • Asset Detail
    • Remote Access and Control
  • Controls Advisor
    • Creating a Connection
    • Deleting a Connection
    • KEPServerEX Connections
      • Configure Communication with KEPServerEX
      • Viewing KEPServerEX Connection Details
      • Deleting a KEPServerEX Connection
      • Working with Aggregators
      • Editing a 3rd party OPC Remote Server
      • Discovering Devices
      • Creating Devices
      • Editing Devices
  • Production KPIs
  • Alert Monitoring
  • Trending and Troubleshooting
  • Configuration and Setup
    • Setting Up Your Equipment
      • Creating New Equipment
      • Configuring Equipment
        • General Information
        • Equipment Structure
        • Status
          • Specifying Status Expressions
        • Additional Properties
          • Adding Properties
          • Editing Properties
          • Deleting Properties
        • Alerts (for Individual Equipment)
      • Clearing Equipment Data History
      • Importing and Exporting Equipment
        • Importing Equipment Information
          • Understanding the Validation Results and Import Results
          • Additional Permissions for Maintenance Managers Performing Imports
        • Exporting Equipment
        • Importing from an Exported Spreadsheet
        • Configuring New Thing Shapes and Thing Templates for Import
        • Cleaning Up the File Repositories
      • Selecting a Context to View
    • Configuring Alerts
    • Configuring Notification Delivery
    • Configuring Users
  • Software Content Management
  • ThingWorx Composer
• Advanced Configurations and Integrations
  • Configuring the URL Shortening Service
  • Connecting Assets to Edge MicroServer (EMS)
  • Displaying Azure IoT Hub Data as Property Values on an Asset
  • ThingWorx Rockwell FactoryTalk MES Integration
    • Installing the ThingWorx Rockwell FactoryTalk MES Integration
    • Upgrading the ThingWorx Rockwell FactoryTalk MES Integration
    • Setting Up the Connection Between ThingWorx and Rockwell FactoryTalk MES
      • Configuring the ThingWorx Rockwell FactoryTalk MES Integration
      • Setting the ThingWorx Flow Timeout
    • ThingWorx Rockwell FactoryTalk MES Integration Overview
      • Rockwell FactoryTalk MES to ThingWorx Object Mapping
      • Rockwell FactoryTalk MES to ThingWorx Property Mapping
    • Services on the Equipment Converter Thing
    • Using the ThingWorx and Rockwell FactoryTalk MES Integration
      • Importing All Plant Model Objects
      • Filtering a Subset of Plant Model Objects by Type
• Customizing the ThingWorx Apps
  • Using the Provided Duplicate Files for Customization
  • Using the Launch Point Configuration Thing
  • Comparing Your Customized Mashups with the Default Application Mashups
  • Viewing User Interface Components in Use
  • Using Tags and Descriptions to Find Entities
  • Duplicating Extension Entities
  • Upgrade and Customizations
  • Standard License Limitations
  • Deprecated Entities and Services
• Customizing Information Content and Access
  • Creating Custom Equipment Types and Structures
    • Defining Equipment Types
    • Defining Equipment Relationships
      • Adding or Updating Equipment Relationship Definitions
      • Disabling or Deleting Equipment Relationship Definitions
      • Creating New Equipment Relationship Definition Data Tables
    • Creating Custom Thing Templates for Equipment Types
    • Creating Configuration Menus for Equipment Types
    • Defining Property Display for Equipment Types
    • Configuring the Thing Name Format For Your Equipment Type
    • Defining Mashups and Menus for Equipment Types
    • Disabling vs. Deleting an Equipment Type
  • Managing Contexts
    • Creating a Network Entity
    • Creating a New Context
    • Editing a Context
    • Deleting a Context
  • Managing Permissions for Contexts and Equipment
    • Services for Granting, Propagating, and Viewing Permissions
    • Best Practices for Permissions
  • Configuring and Customizing KPIs
    • KPI Data Model
    • Calculating KPIs
    • Configuring KPI Calculation
      • Defining Sites, Shift Schedules, and Shifts
      • Associating Equipment to Shift Schedules
      • Defining KPI Elements for Equipment
    • Setting KPI Thresholds
    • Changing the KPI Calculation Schedule
    • Creating Additional KPIs
      • Example: Rework Ratio KPI
      • Example: Technical Efficiency KPI
    • Calculating KPIs Using Job Orders Rather Than Shifts
  • Configuring and Customizing Equipment Status
    • Enabling Subscription-Based Status Calculation for Systems with Large Numbers of Assets
    • Configuring Equipment Statuses
    • Customizing the Default Status Expressions for Custom Equipment Thing Templates
    • Customizing Equipment Status Evaluation
  • Creating Custom Roles
  • Customizing the Schedulers
  • Creating a Custom Manager
  • Database Activities
    • Adding or Removing Foreign Keys
    • Adding or Removing Indexed Fields
    • Setting the Delete Behavior with Foreign Keys
    • Setting Length for STRING Database Columns
    • Synchronizing the Database Information and the Database Schema
  • Pre- and Post-Action Event Dispatching and Validation
  • Excluding Property Base Types when Exporting Equipment
  • Customizing Equipment Import Services
    • Examples of Import Service Customization
  • Adding Properties and Fields on Assets, Lines, and Sites
  • Adding a Custom Notification Handler
  • Changing the TagCountAboveLimit Alert Default
• Customizing Presentation
  • Customizing Launch Point Mashups
    • Changing the Tiles in the Main Application Console
      • Adding a New Tile—Example
    • Changing the Logo and Text on the Welcome Page
    • Changing or Adding New Logos in the Application Headers
    • Example Customization Using the Launch Point Configuration Thing
  • Changing Labels in the Application
  • Changing the Logos in the Application Console
  • Including Back Buttons in Custom Mashups
  • Customizing the Duration Display Format
  • Customizing the Tag Picker Common Component
    • Using the Tag Picker Common Component in a Mashup
  • Customizing Tab Pages in the Configuration and Setup Tile
    • Adding Tab Pages in the Configuration and Setup Main Mashup
    • Modifying the Existing Tab Pages
  • Customizing Controls Advisor
    • Customizing the Calculation of Remote Server Status
    • Including New Server Types or Custom Connectors in Controls Advisor
  • Customizing Asset Advisor
    • Customizing the Asset List Filtering
    • Customizable Asset Advisor Mashups
  • ThingWorx Apps Widgets
    • Dygraph Widget
    • Paging Widget
• Customizing Operator Advisor
  • Operator Advisor Architecture
    • Service Layers Overview
    • UI Utilities and Manager
    • Job Order Manager and Shapes
    • Shift and Crew Managers and Shapes
    • Connection to Database (PostgreSQL and MSSQL)
    • Integration with Windchill MPMLink—Converter and Integration Runtime
    • Pre-Action Validator and Post-Action Handler
    • Service Interaction Example
  • Operator Advisor Data Model
    • Database Schema High-Level Overview
    • Job Order Schema
      • Job Order Properties
      • Job Order Material Requirement Link Properties
      • Job Order Material Requirement Properties
      • Job Order Personnel Requirement Properties
      • Job Order Processing Resource Requirement Properties
      • Job Order Work Definition Link Properties
    • Work Definition Schema
      • Work Definition Properties
      • External System Properties
      • Work Definition Control Characteristic Properties
      • Work Definition Control Characteristic Response Properties
      • Work Definition Illustration Properties
      • Work Definition Link Properties
      • Work Definition Metadata Properties
      • Work Definition Material Specification Properties
      • Work Definition Material Specification Instance Properties
      • Work Definition Material Specification Link Properties
      • Work Definition Personnel Specification Properties
      • Work Definition Processing Resource Specification Properties
      • Work Definition Related Document Properties
    • Processing Resource Schema
      • Processing Resource Properties
      • Processing Resource Class Properties
      • Processing Resource-To-Class Link Properties
    • Material Definition Schema
      • Material Class Properties
      • Material Class Link Properties
      • Material Definition Properties
      • Material Definition Link Properties
      • Material Definition-To-Class Link Properties
      • Material Lot Properties
      • Material Lot Link Properties
      • Material Sublot Properties
      • Material Sublot Link Properties
    • Personnel Schema
      • Person Properties
      • Personnel Class Properties
      • Person-To-Class Link Properties
    • Historical Data Schema
      • Historical Data Properties
    • Shift and Crew Schema
      • Crew Properties
      • Shift Properties
      • Shift Schedule Properties
      • Shift-To-Crew Link Properties
      • Shift-To-Work-Activity Link Properties
      • Work Activity Properties
    • Site Schema
      • Site Properties
    • Dispatcher Services Schema
  • Services in Operator Advisor
    • Action Service Caller Thing Shape Services
    • Database Management Thing Shape Services
    • Enumeration Management Thing Shape Services
    • Historical Data Management Thing Shape Services
    • Job Order Manager Thing Shape Services
    • Job Order Management Thing Shape Services
    • Material Management Thing Shape Services
    • Personnel Management Thing Shape Services
    • Post-Action Handler Thing Shape Services
    • Pre-Action Validator Thing Shape Services
    • Processing Resource Management Thing Shape Services
    • Shift Management Thing Shape Services
    • Work Definition Connector Thing Shape Services
    • Work Definition Converter Thing Shape Services
    • Work Definition Management Thing Shape Services
    • Workforce Management Thing Shape Services
  • Extending the Operator Advisor Data Model
    • Adding Custom Properties to Operator Advisor Entities
      • Including Custom Properties in a Mashup
    • Adding Custom Entities to the Operator Advisor Data Model
      • Adding Custom Entities to the Cloning Services
  • Importing Data into Operator Advisor
    • Converting Process Plans from Windchill MPMLink
      • Configuring a Connection to Windchill for Process Plan Conversion
        • Configuring the MPMLink OData Connector
        • Configuring the MPMLink Work Definition Converter
        • Configuring the Content Proxy Media Entity
        • Configuring the Integration Runtime
        • Configuring Operator Advisor for Session User (Windchill Authentication)
      • Using Navigation Criteria in Process Plan Conversion
        • Baseline Navigation Criteria Examples
        • Date Effectivity Navigation Criteria Examples
        • Life Cycle Navigation Criteria Examples
        • Options Navigation Criteria Examples
        • Part Tag Navigation Criteria Examples
        • Serial Effectivity Navigation Criteria Examples
        • Specifying a Saved Filter ID as Navigation Criteria
        • Retrieving Values from Windchill for Navigation Criteria
          • Retrieving Navigation Criteria for Saved Filters
          • Retrieving Baseline ID Values
          • Retrieving an EffectiveContext Value
          • Retrieving Life Cycle State Values
          • Retrieving Options Values
        • Creating Your Own Navigation Criteria Example
      • Supporting Windchill Custom Attributes
      • Custom Mapping Services
      • Windchill REST Services Domains Used in Process Plan Conversion
    • Importing Data from Other Systems
      • Creating the Import Bundle
      • Performing the Import
  • Logging Historical Data
    • Historical Data Action Types
    • Querying the Historical Data Database Table
    • Purging the Historical Data Database Table
    • Disabling the Logging of Historical Data
  • Using the Production Order Manager — Example
  • Using JSON Filters in Query Services
  • Linking a Job Order to Equipment
  • Linking Work Definitions to a Job Order
  • Cloning and Caching Work Definitions
    • Using Work Definition Metadata
    • Configuring External Systems
  • Setting and Using Work Definition Execution Statuses
  • Updating Material Use Values
  • User Interface Components
    • Work Instructions Example Implementation
      • Materials List Component
      • Work Definition Media Display Component
      • Textual Work Instructions Component
      • Sequential Navigation Component
        • Customizing the Sort Order for the Sequential Navigation Component
      • Work Instruction Tile Component
    • Shift and Crew Management Example Implementation
      • Shift and Crew Hub Overview
      • Shift Landing Page
        • Create Shift
        • Edit Shift
        • Delete Shift
      • Crew Landing Page
        • Create Crew
        • Edit Crew
        • Delete Crew
      • Activities Landing Page
        • Create Activity
        • Edit Activity
        • Delete Activity
  • Manufacturing Planning Example Implementation
    • Manufacturing Planning Main Page
    • Breadcrumb Navigation
    • Materials Page
      • Detail Page for Material
      • General Information Tab for Material
    • Work Definitions Page
      • Detail Page for Work Definitions
      • General Information Tab for Work Definitions
      • Operations Tab for Work Definitions
        • General Information Tab for Operations
        • Attachments Tab for Operations
        • Control Characteristics Tab for Operations
        • Equipment Tab for Operations
        • Materials Tab for Operations
      • Equipment Tab for Work Definitions
        • Adding Linked Equipment to a Work Definition
      • Work Instructions Tab for Work Definitions
    • Job Orders Page
      • Creating a Job Order
      • Detail Page for Job Orders
      • General Information Tab for Job Orders
        • Adding a Linked Item to a Job Order
      • Work Definitions Tab for Job Orders
        • Link Work Definitions to Job Order Window
  • Contained Mashups
  • ThingView Widget
    • Creo View WebGL Extension Overview
    • Configuring Your ThingWorx Server to Work with the ThingView Widget
    • Configuring the ThingView Widget
      • ThingView Widget: Properties
      • ThingView Widget: Events
      • ThingView Widget: Services
      • Working with the ThingView Data Property
      • Working with the ThingView SelectedParts Property
      • ThingViewControls User Interface
    • Using the Dragger to Transform or Rotate Parts
    • Navigation Modes for 3D Models
      • Using Mouse Buttons in CreoView Navigation Mode
      • Using Mouse Buttons in Creo Navigation Mode
      • Using Mouse Buttons in CATIA V5 Compatible Navigation Mode
      • Using Mouse Buttons in Explore Navigation Mode
      • Using Touchscreens to Navigate 3D Models