Success Path
Everything you need to implement IoT for remote monitoring

Prepare Team for Deployment

Make sure the workers who will support and use your ThingWorx applications are ready for go-live.

Compile documentation

Document how you designed and implemented your edge solution and IoT application(s). This documentation is crucial for supporting and using the edge and applications. We recommended you document the solution as you build it. Now compile the various documentation pieces your team created throughout the project.

Documentation should include:

  • Organization structure: Who is assigned to which user group within ThingWorx?
  • User and group permissions: Document the permissions granted to each user within ThingWorx. Specify visibility groups and runtime groups. For example, document whether your application grants developer users permission to view service X, but not service Y. This will help your support team quickly resolve issues that may come up after deployment.
  • Application details: How do services, data, and mashups interact? Document where your data flows into which services and mashups.
  • Edge details: Include information about the basic foundation and custom-code executables required for your edge agents. Also, provide details on how to make updates at the edge.
  • Basic end user information: Provide instructions to the workers and customers who will be using your IoT applications.

Create documentation on how to use the application and how to get support in case of issues. This is the only documentation your end users will need. Keep the documentation consistently updated. When you make a change to the application, update the documentation to reflect that change.

Add admins, support, and end users to user groups

If you have not done so already, add your administrators, application support team, and end users to ThingWorx. Follow the plan you created to assign each user to the appropriate user groups. Make sure these users have permission to access everything they need within the application.

Train internal end users

Train those who will use your IoT applications. The depth and format of your training will vary, depending on its complexity.

Ensure your end users know:

  • How to use the application
  • How the application will affect their job or role
  • How to navigate the application on different devices (desktop computers, tablets, etc.), if applicable
  • How to get help from the support team
  • Where to access documentation
  • How to troubleshoot and report errors

Inform end users when the application will go live. A few weeks after deployment, follow up with them to get feedback.

Train admins and support

Train the teams who will give technical support to end users after deployment. Make sure they’re familiar with the application documentation and understand how the solution was built.

Your support organization must learn the set up of your organization structure and user permissions. Some of the most common issues that ThingWorx users encounter are caused by user permissions. For example, if a user does not have permission to view a specific page, they will get an error message when they try to access it. With the right documentation and training, your support team will be able to quickly resolve this issue.

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ADDITIONAL RESOURCES

Product Documentation

Find step-by-step instructions and information about using the ThingWorx Platform and ThingWorx applications in the Help Centers.

Ask the Community

Visit the PTC IoT Community to get product assistance, share ideas, and browse information about using ThingWorx.

Technical Support

Log a case with eSupport using your Service Contract Number. Don’t have it? Ask the Community.

Contact Us

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