Creating Custom Thing Templates for Equipment Types
When an instance (Thing) of an equipment type is created, the Thing Template specified for the equipment type in the EquipmentTypeSettings configuration table is set as the Base Thing Template for the equipment Thing. Any properties defined on the Thing Template for an equipment type, or on a Thing Shape implemented by the Thing Template, are automatically present on all equipment of that equipment type.
For each new equipment type, create a new Thing Template. An individual Thing Template should be associated with only one equipment type.
To create a Thing Template:
1. In ThingWorx Composer, select > from the top toolbar.
2. Provide a name for the Thing Template, and select a Base Thing Template. ThingWorx Apps provides generic Thing Templates such as GenericThing, RemoteThing, or RemoteThingWithTunnelsAndFileTransfer which can be used as the Base Thing Template for your new Thing Template.
If you want your equipment type to behave like the Site, Line, or Asset equipment types that are provided with ThingWorx Apps, you can use the Thing Templates for those equipment types as the Base Thing Template for your new Thing Template. Those Thing Templates are PTC.ISA95.SiteThingTemplate, PTC.ISA95.ProductionLineThingTemplate, and PTC.ISA95.PhysicalAssetThingTemplate, respectively.
For equipment types that need to bind properties to KEPServerEX tags, use a Base Thing Template which extends from one of the remote Thing Templates, such as PTC.SCA.SCO.KepserverBasedPhysicalAssetThingTemplate. The remote Thing Templates are: RemoteThing, RemoteThingWithFileTransfer, RemoteThingWithTunnels, or RemoteThingWithTunnelsAndFileTransfer.
3. In the Implemented Shapes field, add the required Thing Shapes for the equipment type, and any additional Thing Shapes needed for specific functionality that you want on that equipment type. If you are using the Thing Template for one of the equipment types provided with ThingWorx Apps and do not require additional functionality, you do not need to add any implemented Thing Shapes.
4. Click Save.
5. On the Thing Template, navigate to > . The toggle 
switches between setting permissions for the entity itself (the Thing Template) and for instances of the Thing Template (Things). For both the entity and the instance, search for and add the PTC.Factory.MachineVisibility organization to the Org or Org Unit table.
switches between setting permissions for the entity itself (the Thing Template) and for instances of the Thing Template (Things). For both the entity and the instance, search for and add the PTC.Factory.MachineVisibility organization to the Org or Org Unit table.6. Navigate to > . For both the entity and the instance, search for and add the FactoryUsers user group to the User or Group table, and grant all permissions by clicking the checkmark for each permission.
Required Thing Shapes
Thing Templates for equipment types that you want to appear in Asset Advisor must implement the following Thing Shapes:
• PTC.Factory.PhysicalAssetThingShape
• PTC.SCA.SCO.AssetIdentifierThingShape
• PTC.SCA.SCO.StatusThingShape
• PTC.SCA.SCO.ShiftThingShape
• PTC.ISA95.IdentifierThingShape
• PTC.SCA.SCO.MonitoredPropertiesThingShape
 | In addition to the listed Thing Shapes, the modelNumber and serialNumber properties are required for equipment to appear in Asset Advisor. These properties can be present from one of the following methods: • Thing Templates for equipment types being added to ThingWorx Apps from the Axeda Compatibility Extension can implement the Axeda.Asset and Axeda.Model Thing Shapes. • Thing Templates for equipment types can implement the PTC.SCA.SCO.AssetIdentifierNumberThingShape Thing Shape. • Manually add properties with a data type of STRING named modelNumber and serialNumber to the Thing Template for the equipment type. |
Thing Templates for all other equipment types must implement the following Thing Shapes:
• PTC.ISA95.DisplayNameThingShape
• PTC.ISA95.IdentifierThingShape
• PTC.SCA.SCO.IdentifierThingShape
• PTC.ISA95.GeneralEquipmentThingShape
• PTC.SCA.SCO.MonitoredPropertiesThingShape
Thing Shapes for Specific Functionality
Implement the following Thing Shapes in your Thing Template to include specific functionality in your equipment type:
Functionality | Thing Shapes to Implement |
|---|---|
KPI calculations. For more information, see Configuring and Customizing KPIs. | PTC.SCA.SCO.KPIElementThingShape PTC.SCA.SCO.QualityRatioThingShape PTC.SCA.SCO.OEEThingShape PTC.SCA.SCO.AvailabilityThingShape PTC.SCA.SCO.EffectivenessThingShape PTC.SCA.SCO.ShiftThingShape |
Include crew and job order information with KPI historical data. For more information, see Customizing Operator Advisor | PTC.SCA.SCO.WorkforceThingShape PTC.SCA.SCO.JobOrderThingShape |
Status calculations. For more information, see Status. | PTC.SCA.SCO.StatusThingShape PTC.SCA.SCO.ShiftThingShape |
Managing geo-location. | PTC.SCA.SCO.LocationThingShape |
File transfer capabilities for equipment that appears in Asset Advisor. For more information, see Remote Access and Control. | PTC.SCA.SCO.FileTransferHistoryHandlerThingShape |
Binding properties to KEPServerEX tags. | IndustrialThingShape |
Remote access capabilities for equipment that appears in Asset Advisor (including Axeda assets). For more information, see Remote Access and Control. | RemoteAccessible |
Remote access capabilities for equipment that appears in Asset Advisor (does not apply for Axeda assets). For more information, see Remote Access and Control. | PTC.SCA.SCO.RemoteTunnelingThingShape |
Defines links between an asset and other objects in the ISA 95 Thing model. | PTC.ISA95.GeneralPhysicalAssetThingShape |