{"id":2158,"date":"2024-08-23T20:08:49","date_gmt":"2024-08-23T20:08:49","guid":{"rendered":"https:\/\/dxhelpdev.wpengine.com\/?post_type=epkb_post_type_1&#038;p=2158"},"modified":"2024-08-23T22:40:54","modified_gmt":"2024-08-23T22:40:54","slug":"onboarding-process","status":"publish","type":"epkb_post_type_1","link":"https:\/\/dxhelp.scytec.com\/?epkb_post_type_1=onboarding-process","title":{"rendered":"Onboarding Process"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">DataXchange Onboarding will provide simple steps to get up and running with DataXchange. Brand new accounts that log into Data Display will be provided with step-by-step instructions depending on where in the setup process the account is. Users must have proper credentials to proceed, specifically permissions to add a DX Service, a Plant, and an Equipment.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Initial login. For a brand new account the first step will be to download and install the DataXchange Service. The PC where the service is installed must have access to the internet as well as local network access to the Equipment. <a href=\"https:\/\/dxhelp.scytec.com\/?epkb_post_type_1=dataxchange-onboarding-dxserviceinstall\">More Information<\/a><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"385\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/onboarding_1.png\" alt=\"\" class=\"wp-image-2161\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/onboarding_1.png 642w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/onboarding_1-300x180.png 300w\" sizes=\"auto, (max-width: 642px) 100vw, 642px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>Once the DX Service is set up and can contact the DataXchange Server, log out and log back in. You will be prompted to create a Plant and add your first Equipment. Click <strong>Next<\/strong> to start the process.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"619\" height=\"191\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-8.png\" alt=\"\" class=\"wp-image-2162\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-8.png 619w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-8-300x93.png 300w\" sizes=\"auto, (max-width: 619px) 100vw, 619px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Enter the requested information for your Plant. Click <strong>Next<\/strong> to continue.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"538\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-9.png\" alt=\"\" class=\"wp-image-2163\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-9.png 706w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-9-300x229.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Now select the <strong>License <\/strong>information your machine will use. Be sure to check the appropriate options for <strong>Features <\/strong>if integrating DataXchange with CGTech Vericut.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"696\" height=\"426\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-10.png\" alt=\"\" class=\"wp-image-2164\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-10.png 696w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-10-300x184.png 300w\" sizes=\"auto, (max-width: 696px) 100vw, 696px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>Enter the Equipment Information. The <strong>Name <\/strong>is how the machine will be referred to within DataXchange Charts, Reports, Real Time Views, Vericut, and elsewhere. The <strong>Make<\/strong>, <strong>Model<\/strong>, and <strong>Control Type<\/strong> (Model of Control) must also be entered. If your machine&#8217;s Make, Model, or Control Type are not listed, enter them manually and click <strong>Confirm <\/strong>to save the information.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"714\" height=\"427\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-11.png\" alt=\"\" class=\"wp-image-2165\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-11.png 714w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-11-300x179.png 300w\" sizes=\"auto, (max-width: 714px) 100vw, 714px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>Lastly, enter the Connection information for the machine. If we recognize the Control Type of the machine, the <strong>Port <\/strong>will be entered automatically. All that we need to connect in that case is the <strong>IP Address<\/strong> or hostname of the machine. Click <strong>Save <\/strong>to complete the process. Data should start collecting automatically once completed.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"714\" height=\"381\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-12.png\" alt=\"\" class=\"wp-image-2167\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-12.png 714w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-12-300x160.png 300w\" sizes=\"auto, (max-width: 714px) 100vw, 714px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Alternatively, if we do not recognize the Control Type or if the selected Control has multiple possible ways to communicate, the <strong>Connection Type <\/strong>will need to be selected. A shortened list of supported Control Types is shown. If none of these match how DataXchange needs to communicate with the machine, please contact DataXchange support.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"414\" src=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-13.png\" alt=\"\" class=\"wp-image-2168\" srcset=\"https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-13.png 700w, https:\/\/dxhelp.scytec.com\/wp-content\/uploads\/2024\/08\/image-13-300x177.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Overview DataXchange Onboarding will provide simple steps to get up and running with DataXchange. Brand new accounts that log into Data Display will be provided with step-by-step instructions depending on where in the setup process the account is. Users must have proper credentials to proceed, specifically permissions to add a DX Service, a Plant, and [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[91,110],"epkb_post_type_1_tag":[],"class_list":["post-2158","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-getting-started","epkb_post_type_1_category-initial-setup"],"_links":{"self":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/epkb_post_type_1\/2158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/epkb_post_type_1"}],"about":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/types\/epkb_post_type_1"}],"author":[{"embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2158"}],"version-history":[{"count":0,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=\/wp\/v2\/epkb_post_type_1\/2158\/revisions"}],"wp:attachment":[{"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2158"}],"wp:term":[{"taxonomy":"epkb_post_type_1_category","embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fepkb_post_type_1_category&post=2158"},{"taxonomy":"epkb_post_type_1_tag","embeddable":true,"href":"https:\/\/dxhelp.scytec.com\/index.php?rest_route=%2Fwp%2Fv2%2Fepkb_post_type_1_tag&post=2158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}