Introduction
Welcome to MachineMetrics! This article will walk you through all the necessary steps involved with getting started with MachineMetrics.
Before proceeding, we recommend reading through this entire article first to understand the complete implementation process and how each step builds upon the previous one.
Topics covered in this article:
- Before you get started
- Step 1: Network Connectivity
- Step 2: Edge Connectivity
- Step 3: Machine Connectivity
- Step 4: Platform Configurations
- Step 5: Dashboard Deployment
- Next Steps
Before you get started
Subscribe to Status Updates
Before you get started, we do also recommend that you sign up for MachineMetrics Status updates to stay up to date on the operational status of our platform. To learn more, visit this article, or go ahead and subscribe here.
Login to your MM User Account
Some of the steps below require that you are logged into the MachineMetrics application. To first log in, your Customer Success or Account Manager will send you an invitation. Once you log in, below are the steps you will need to take to get your profile and settings configured within MachineMetrics:
*Some of these items require manager or executive user permissions.
Step 1: Network Connectivity
Before installing your Edge Device, prepare your network infrastructure to support MachineMetrics. Review the article that matches your network type before beginning installation:
Connecting to MachineMetrics Through a Wired Network
Connecting to MachineMetrics Through a Wireless Network
Prepare to Connect the Edge Device
Edge Device: Security and Firewall Requirements
Edge Device and Network Diagrams
Step 2: Edge Connectivity
Once your network is prepared and you've determined whether you're using a Physical or Virtual Edge Device, you can proceed to installation and activation.
Get Your Edge Device
For a Physical Edge: Purchase the edge through our Hardware Shop.
Contact your Solutions Delivery Manager, Account Executive, or Support if you need help determining which configuration is right for you.
For a Virtual Edge: The link to download the Virtual Edge can be found here: Provision a Virtual Edge Device
Provision Your Edge Device
Provision a Physical Edge Device
Provision a Virtual Edge Device
Activate Your Edge Device
Activating Your Edge Device: A Step by Step Guide
Configure Your Edge Device
Next, configure your Edge Device with your network credentials and IP address. Follow the instructions in Edge Management.
Step 3: Machine Connectivity
Once your Edge Device is connected, add your machines to MachineMetrics. Each machine requires a designated connectivity method (FOCAS, MTConnect, etc.) and a static IP address.
If you're unsure which data collection method to use, contact your Solutions Delivery Manager or support@machinemetrics.com.
Step 4: Platform Configurations
Once your machines are connected and reporting data, you'll need to configure your platform settings to match your operational requirements. These configurations will enable you to organize your machines, track downtime and quality issues, and ensure your team has appropriate access.
Add Users Invite team members to access MachineMetrics and assign appropriate permission levels based on their roles. For detailed instructions, see Managing Users & User Permissions.
Configure Company Settings Set up your company-specific preferences. Visit Configuring Company Settings (Setup and configuration) for step-by-step guidance.
Configure Profile Settings Customize your individual user profile with notification preferences and personal settings. Learn more in Setting up your User Profile.
Create Machine Groups Organize your machines into logical groups (by department, cell, product line, etc.) to simplify reporting and monitoring. Instructions available at Machine Groups (Settings).
Add Machine Schedules Define your production schedules for each machine to accurately calculate availability and OEE. See Machine Schedules - Shifts for details.
Add Downtime Reasons Create a standardized list of downtime reasons that operators can select or you can automate when machines are not running. This enables accurate root cause analysis. Learn how in General Downtime/Downtime Categories (Downtime Settings) and Automatic Downtime Tracking.
Add Reject Reasons Set up quality reject reason codes to track and categorize production defects and scrap. For more information, visit Reject Reasons (Quality Settings).
Note: Many of these configurations require Manager or Executive user permissions. Contact your Solutions Delivery Manager if you need assistance with any of these setup tasks.
Step 5: Dashboard Deployment
With your platform configured, you're ready to deploy dashboards to provide real-time visibility across your shop floor.
Procure Hardware We recommend an operator dashboard at each machine and a large format display for real-time dashboards and KPIs. Check out our Hardware Shopping List Recommendations for suggested hardware options.
Deploy Operator Dashboards Set up operator-facing dashboards at individual machines or workstations to enable real-time data entry, job tracking, and performance monitoring. For setup instructions, check out:
Provision Your Tablet with MachineMetrics Progressive Web App (PWA)
Provisioning Your Tablet with the ShopPulse Android App
Configure TV Displays Deploy large-format TV displays throughout your facility to broadcast machine status, production metrics, and performance data to your team. Learn how in How to set up a TV Dashboard.
For advanced dashboard customization and best practices on what metrics to display for different roles and areas, consult with your Solutions Delivery Manager.
Next Steps
Congratulations! You've completed the foundational setup of MachineMetrics. This guide covered the technical implementation required to get your system up and running.
Discover What's Possible Now that your system is configured, you're ready to unlock the full potential of MachineMetrics. Work with your Solutions Delivery Manager to explore use cases specific to your operations, or browse our Knowledge Base in the Using MachineMetrics to discover features like:
Advanced Integrations If your implementation includes ERP integrations, MES functionality, ShopPulse, or other advanced modules, those will be configured separately with your Solutions Delivery Manager. These integrations require specialized setup and are not covered in this getting started guide.
Have Questions? If you have any further questions related to getting started, please reach out to your Solutions Delivery Manager or at support@machinemetrics.com.
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