Quickstart

Create a site

1. Navigate to Sites in the sidebar
2. Click + New Site
3. Fill in the details:
   • Name — e.g., "Automotive Plant North"
   • Alias — auto-generated from the name (e.g., automotive-plant-north)
   • Site Category — select the category that matches your installation (e.g., Manufacturing Facility)
   • Status — set to "Active"
   • Location — optionally set GPS coordinates using the map picker
   • Commissioned Date — optionally set the date the site became operational
4. Click Create Site

You'll be redirected to the sites list where your new site appears.

Create an asset template

Templates let you define a reusable structure for your assets.

1. Navigate to Templates in the sidebar
2. Click + New Template
3. Enter a name (e.g., "CNC Milling Machine") and select a category
4. Add child templates for subsystems (e.g., Spindle Motor, Coolant System, Control Unit)
5. Add variable definitions to each template — either manually or by cloning from a variable library
   • Navigate to Libraries to browse built-in variable collections for your asset type
   • Clone relevant variables (e.g., spindle speed, temperature, power consumption) into your template

Instantiate assets from the template

1. Open your site and go to the Asset Hierarchy tab
2. Click Instantiate from Template
3. Select your equipment template
4. Specify how many instances to create (e.g., 10 machines)
5. Customize naming patterns (e.g., "CNC-001", "CNC-002", ...)
6. Click Create

The full hierarchy — machines with all their subsystems and variables — is created automatically.

Create a connector

1. Go to the Connectors tab on your site
2. Click + New Connector
3. Select the protocol (e.g., OPC UA)
4. Enter the endpoint URL (e.g., opc.tcp://192.168.1.100:4840/UA/Server)
5. Configure security settings if required
6. Click Create Connector

Bind variables to the connector

1. Open the connector detail page
2. Go to the Bindings tab
3. Choose a binding method:
   • Match suggestions — click Run Matching to let the AI automatically suggest bindings between your variables and data points in the connector's data model, then review and accept the suggestions
   • Manual binding — enter specific addresses (for example, OPC UA node IDs or Modbus registers) for each variable individually
4. Review the bindings and confirm

Deploy an edge gateway

1. Go to the Edge Gateway tab on your site
2. Click + Add Deployment
3. Enter a name and select the architecture of your edge server (amd64 or arm64)
4. Copy the installation command
5. Run the command on your Linux server at the site
6. The gateway will register with the platform and appear as Online

Publish the configuration

1. On the deployment detail page, check the Shadow State
2. If it shows "Pending", click Publish Configuration
3. The edge gateway will download and apply the configuration
4. Once applied, the sync status changes to In Sync
5. Data acquisition begins — the edge gateway starts reading from your connectors and streaming data to the platform