IoT Tips

This is a follow-up post on my initial document about Edge Microserver (EMS) and Lua Script Resource (LSR) security. While the first part deals with fundamentals on secure configurations, this second part will give some more practical tips and tricks on how to implement these security measurements.   For more information it's also recommended to read through the Setting Up Secure Communications for WS EMS and LSR chapter in the ThingWorx Help Center. See also Trust & Encryption Theory and Hands On for more information and examples - especially around the concept of the Chain of Trust, which will be an important factor for this post as well.   In this post I will only reference the High Security options for both, the EMS and the LSR. Note that all commands and directories are Linux based - Windows equivalents might slightly differ.   Note - some of the configuration options are color coded for easy recognition: LSR resources / EMS resources   Password Encryption   It's recommended to encrypt all passwords and keys, so that they are not stored as cleartext in the config.lua / config.json files.   And of course it's also recommended, to use a more meaningful password than what I use as an example - which also means: do not use any password I mentioned here for your systems, they might too easy to guess now 🙂   The luaScriptResource script can be used for encryption:   ./luaScriptResource -encrypt "pword123" ############ Encrypted String AES:A26fBYKHJq+eMu0Fm2FlDw== ############   The wsems script can be used for encryption:   ./wsems -encrypt "pword123" ############ Encrypted String AES:A26fBYKHJq+eMu0Fm2FlDw== ############   Note that the encryption for both scripts will result in the same encrypted string. This means, either the wsems or luaScriptResource scripts can be used to retrieve the same results.   The string to encrypt can be provided with or without quotation marks. It is however recommended to quote the string, especially when the string contains blanks or spaces. Otherwise unexpected results might occur as blanks will be considered as delimiter symbols.   LSR Configuration   In the config.lua there are two sections to be configured:   scripts.script_resource which deals with the configuration of the LSR itself scripts.rap which deals with the connection to the EMS   HTTP Server Authentication   HTTP Server Authentication will require a username and password for accessing the LSR REST API.     scripts.script_resource_authenticate = true scripts.script_resource_userid = "luauser" scripts.script_resource_password = "pword123"     The password should be encrypted (see above) and the configuration should then be updated to   scripts.script_resource_password = "AES:A26fBYKHJq+eMu0Fm2FlDw=="   HTTP Server TLS Configuration   Configuration   HTTP Server TLS configuration will enable TLS and https for secure and encrypted communication channels from and to the LSR. To enable TLS and https, the following configuration is required:     scripts.script_resource_ssl = true scripts.script_resource_certificate_chain = "/pathToLSR/lsrcertificate.pem" scripts.script_resource_private_key = "/pathToLSR/key.pem" scripts.script_resource_passphrase = "keyForLSR"     It's also encouraged to not use the default certificate, but custom certificates instead. To explicitly set this, the following configuration can be added:     scripts.script_resource_use_default_certificate = false     Certificates, keys and encryption   The passphrase for the private key should be encrypted (see above) and the configuration should then be updated to     scripts.script_resource_passphrase = "AES:A+Uv/xvRWENWUzourErTZQ=="     The private_key should be available as .pem file and starts and ends with the following lines:     -----BEGIN ENCRYPTED PRIVATE KEY----- -----END ENCRYPTED PRIVATE KEY-----     As it's highly recommended to encrypt the private_key, the LSR needs to know the password for how to encrypt and use the key. This is done via the passphrase configuration. Naturally the passphrase should be encrypted in the config.lua to not allow spoofing the actual cleartext passphrase.   The certificate_chain holds the Chain of Trust of the LSR Server Certificate in a .pem file. It holds multiple entries for the the Root, Intermediate and Server Specific certificate starting and ending with the following line for each individual certificate and Certificate Authority (CA):     -----BEGIN CERTIFICATE----- -----END CERTIFICATE-----     After configuring TLS and https, the LSR REST API has to be called via https://lsrserver:8001 (instead of http).   Connection to the EMS   Authentication   To secure the connection to the EMS, the LSR must know the certificates and authentication details for the EMS:     scripts.rap_server_authenticate = true scripts.rap_userid = "emsuser" scripts.rap_password = "AES:A26fBYKHJq+eMu0Fm2FlDw=="     Supply the authentication credentials as defined in the EMS's config.json - as for any other configuration the password can be used in cleartext or encrypted. It's recommended to encrypt it here as well.   HTTPS and TLS   Use the following configuration establish the https connection and using certificates     scripts.rap_ssl = true scripts.rap_cert_file = "/pathToLSR/emscertificate.pem" scripts.rap_deny_selfsigned = true scripts.rap_validate = true     This forces the certificate to be validated and also denies selfsigned certificates. In case selfsigned certificates are used, you might want to adjust above values.   The cert_file is the full Chain of Trust as configured in the EMS' config.json http_server.certificate options. It needs to match exactly, so that the LSR can actually verify and trust the connections from and to the EMS.   EMS Configuration   In the config.lua there are two sections to be configured:   http_server which enables the HTTP Server capabilities for the EMS certificates which holds all certificates that the EMS must verify in order to communicate with other servers (ThingWorx Platform, LSR)   HTTP Server Authentication and TLS Configuration   HTTP Server Authentication will require a username and password for accessing the EMS REST API. HTTP Server TLS configuration will enable TLS and https for secure and encrypted communication channels from and to the EMS.   To enable both the following configuration can be used:   "http_server": { "host": "<emsHostName>", "port": 8000, "ssl": true, "certificate": "/pathToEMS/emscertificate.pem", "private_key": "/pathToEMS/key.pem", "passphrase": "keyForEMS", "authenticate": true, "user": "emsuser", "password": "pword123" }   The passphrase as well as the password should be encrypted (see above) and the configuration should then be updated to   "passphrase": "AES:D6sgxAEwWWdD5ZCcDwq4eg==", "password": "AES:A26fBYKHJq+eMu0Fm2FlDw=="   See LSR configuration for comments on the certificate and the private_key. The same principals apply here. Note that the certificate must hold the full Chain of Trust in a .pem file for the server hosting the EMS.   After configuring TLS and https, the EMS REST API has to be called via https://emsserver:8000 (instead of http).   Certificates Configuration   The certificates configuration hold all certificates that the EMS will need to validate. If ThingWorx is configured for HTTPS and the ws_connection.encryption is set to "ssl" the Chain of Trust for the ThingWorx Platform Server Certificate must be present in the .pem file. If the LSR is configured for HTTPS the Chain of Trust for the LSR Server Certificate must be present in the .pem file.   "certificates": { "validate": true, "allow_self_signed": false, "cert_chain" : "/pathToEMS/listOfCertificates.pem" } The listOfCertificates.pem is basicially a copy of the lsrcertificate.pem with the added ThingWorx certificates and CAs.   Note that all certificates to be validated as well as their full Chain of Trust must be present in this one .pem file. Multiple files cannot be configured.   Binding to the LSR   When binding to the LSR via the auto_bind configuration, the following settings must be configured:   "auto_bind": [{ "name": "<ThingName>", "host": "<lsrHostName>", "port": 8001, "protocol": "https", "user": "luauser", "password": "AES:A26fBYKHJq+eMu0Fm2FlDw==" }]   This will ensure that the EMS connects to the LSR via https and proper authentication.   Tips   Do not use quotation marks (") as part of the strings to be encrypted. This could result in unexpected behavior when running the encryption script. Do not use a semicolon (:) as part of any username. Authentication tokens are passed from browsers as "username:password" and a semicolon in a username could result in unexpected authentication behavior leading to failed authentication requests. In the Server Specific certificates, the CN must match the actual server name and also must match the name of the http_server.host (EMS) or script_resource_host (LSR) In the .pem files first store Server Specific certificates, then all required Intermediate CAs and finally all required Root CAs - any other order could affect the consistency of the files and the certificate might not be fully readable by the scripts and processes. If the EMS is configured with certifcates, the LSR must connect via a secure channel as well and needs to be configured to do so. If the LSR is configured with certifcates, the EMS must connect via a secure channel as well and needs to be configured to do so. For testing REST API calls with resources that require encryptions and authentcation, see also How to run REST API calls with Postman on the Edge Microserver (EMS) and Lua Script Resource (LSR)   Export PEM data from KeyStore Explorer   To generate a .pem file I usually use the KeyStore Explorer for Windows - in which I have created my certificates and manage my keystores. In the keystore, select a certificate and view its details Each certificate and CA in the chain can be viewed: Root, Intermediate and Server Specific Select each certificate and CA and use the "PEM" button on the bottom of the interface to view the actual PEM content Copy to clipboard and paste into .pem file To generate a .pem file for the private key, Right-click the certificate > Export > Export Private Key Choose "PKCS #8" Check "Encrypted" and use the default algorithm; define an "Encryption Password"; check the "PEM" checkbox and export it as .pkcs8 file The .pkcs8 file can then be renamed and used as .pem file The password set during the export process will be the scripts.script_resource_passphrase (LSR) or the http_server.passphrase (EMS) After generating the .pem files I copy them over to my Linux systems where they will need 644 permissions (-rw-r--r--)

Overview This document is targeted towards covering basic PostgreSQL monitoring and health check related system objects like tables, views, etc. This allows simple monitoring of PostgreSQL database via some custom services, which I'll attach at the end of this document, from the ThingWorx Composer itself. I'll also try to cover short detail on some of the services that are included with the Thing: PostgreSQLHealthCheck which implements Database ThingTemplate   Pre-requisite The document assumes that the user already has ThingWorx running with PostgreSQL as a Persistence Provider.   How to install Usage for this is fairly straight forward, import the Entities.twx and it will create required Thing which implements Database ThingTemplate and some DataShapes. Each Service under the Thing: PostgreSQLHealthCheck has its own DataShape. Feel free edit these services / DataShapes if you are looking to use output of these services  as part of your mashup(s).   Make sure to edit the PostgeSQL's JDBC Connection String, Username & password under the configuration section in order to connect to your PostgreSQL instance under the Thing PostgreSQLHealthCheck which will be created when Entities.twx is imported (attached with this blog)   Note : Users can use these services to query non-ThingWorx related database created with PostgreSQL as part of the external JDBC connection.   Reviewing Services from Thing: PostgreSQLHealthCheck   1. DescribeTableStructure - Takes two inputs **Table Name** and the **Schema Name** in which the ThingWorx database tables exists both inputs have default values that can be modified to match your PostgreSQL schema setup and required table name - It provides information on a Table's structure, see below     2. GetAllPSQLConfig - Provides runtime details on all the configurations done in the postgresql.conf which are in-effect - For detail on pg_settings see Postgresql 9.4 Doc     3. GetAllPSQLConfigLimited Similar to GetAllPSQLConfig, however with limited information   4. GetAllPSQLRoles - Lists all the database roles/users - Also lists their access rights permissions together with OID - Helpful in identifying if the role is active/inactive or carries any limitation on the DB connections     5. GetPG_Stat_Activity - Part of the Statistics Collector subsystem for the PostgreSQL DB - Shows current state of the schema e.g. connections, queries, etc. - For more detail on the output refer to the PostgreSQL 9.4 doc   6. GetPSQLDBLocksInformation - Shows the kind of locks in effect on which database and on which relation (table) - Particularly useful in identifying the relations and what lock mode is enabled on them     7. GetPSQLDBStat - Shows database wide statistics - Like Commits, reads, block reads, tupples (rows) fetched, inserted, deadlocks, etc - For more detail refer to PostgreSQL 9.4 doc   8. GetPSQLLogDesitnation - Checks where the PostgreSQL server logs are directed to - I.e. stderr, csvlog or syslog - Default is stderr   9. GetPSQLLogFileName - Fetches the log PostgreSQL log file name and the filename format - E.g. postgresql-%Y-%m-%d_%H%M%S.log    10. GetPSQLLoggingLocation - Fetches the location where the logs are stored for PostgreSQL - e.g. pg_log, which is also the default location - Desired location for the logs can be done in the postgresql.conf file   11. GetPSQLRelationIndexes - Gets information on the Indexes - Information like index size, number of rows, table names on which the index is created   12. GetPSQLReplicationStat - Shows information related to the Replication on PostgreSQL DB - Applicable to the PostgreSQL DBs where replication is enabled   13. GetPSQLTablespaceInfo - Takes tablespace name as input (String DataType), service defaults to 'thingworx' - modify if needed - Fetches information like owner oid, tablespace ACL     14. GetPSQLUserIndexIO - Fetches index that are created only on the User created DB objects - Shows relations (table) vs index relations ids (index on table), together with their names - Also shows additional info like number of disk blocks read from this index & number of buffer hits in this index     15. GetPSQLUserSequencesIOStats - Fetches informtion on Sequence objects used on user defined relations (tables) - Number of disk blocks read from this sequence & buffer hits in this sequence     16. GetPSQLUserTableIOStat - Fetches disk I/O information on the user created tables     17. GetPSQLUserTables - Fetches all the user created tables, together with their name, OID Disk I/O Last auto vacuum , vacuum Also lists the amount of rows each relation (table) has   Finally The attached entity has some additional service not yet covered in this blog, as they are minor services. Therefore for brevity of this blog I've left them out for now, feel free to explore or enhance this. I will continue to look for any additional services and will enhance this document and the entities belong to this.    If you are looking to enhance this feel free to fork from twxPostgreSqlHealthCheck over Github.

I always find it difficult to remember which version of software is supported with which version of ThingWorx, so I created a table for my reference. I hope this is also helpful to other people.   　 Oracle JDK Tomcat Database Options Memo PostgreSQL Neo4J H2 Microsoft SQLServer SAP HANA DetaStax Enterprise Edition ThingWorx 6.5 1.8.0(64-bit) 8.0.23(64-bit) 9.4.4 embedded N/A N/A N/A N/A IE 10 ThingWorx 6.6 1.8.0(64-bit) 8.0.23(64-bit) 9.4.4 embedded N/A N/A N/A N/A 　 ThingWorx 7.0 1.8.0(64-bit) 8.0.23(64-bit) 9.4.? embedded N/A N/A N/A N/A 　 ThingWorx 7.1 1.8.0_92-b14(64-bit) 8.0.33(64-bit) 9.4.5 embedded N/A N/A N/A 4.6.3 　 ThingWorx 7.2 1.8.0_92-b14(64-bit) 8.0.33(64-bit) 9.4.5 embedded embedded N/A N/A 4.6.3 IE 11 and later ThingWorx 7.3 1.8.0_92-b14(64-bit) 8.0.38(64-bit) 9.4.5 embedded embedded N/A SPS 11, 12 4.6.3, 5 　 ThingWorx 7.4 1.8.0_92-b14(64-bit) 8.0.38(64-bit) 9.4.5 embedded embedded 2014 and later SPS 11, 12 4.6.3, 5 　 ThingWorx 8.0 1.8.0_92-b14(64-bit) 8.0.44(64-bit), 8.5.13(64-bit) 9.4.5 embedded embedded 2014 and later SPS 11, 12 4.6.3, 5 　 ThingWorx 8.1 1.8.0_92-b14(64-bit) 8.0.44(64-bit), 8.5.13(64-bit) 9.4.5 embedded embedded 2014 and later SPS 11, 12 4.6.3, 5 　 ThingWorx 8.2 1.8.0_92-b14(64-bit) 8.0.47(64-bit), 8.5.23(64-bit) 9.4.5 embedded embedded 2014 and later SPS 11, 12 4.6.3, 5 　 ThingWorx 8.3 　 　 　 　 　 　 　 　 　

    Go beyond functional application development and learn how you can dress up your UI to enhance the user experience. In this webinar, we'll show you how to implement common design elements throughout your UI including custom logos, color schemes, and styles.   In this video, UI expert Tsveta Saul will demonstrate valuable tips and tricks for making a sophisticated IoT application with ThingWorx, including: Masters and Menus - enhance your app framework with personalized menu titles, backgrounds, and custom headers Layout and Labels - create consistency in your application by combining commonly used widgets State and Style Definitions - define widget styles to illustrate your brand Images - integrate visuals to describe thousands of words' worth of design and development specifications Watch the recording above, and download this sample Mashup containing all the data and entities shared in the video.   Q&A   We didn’t have time to get to all of the questions during the live webcast, but we’ve answered them here on our blog. Have any additional questions? Please leave us a comment. WHERE ELSE CAN STATE DEFINITIONS BE APPLIED? State Definitions can be applied to the Map Widget. Not only can you add color-coded pins, but also images that describe certain types of assets, for example. You can also add State Definitions to your Time Series Chart. For instance, you can color-code for values that exceed a certain threshold.   ARE THERE ANY IMPORTANT OR HIDDEN PROPERTIES THAT I SHOULD KNOW ABOUT? One feature to take note of is the Z-index, which helps you control the position of a widget in relation to another widget. This option can control whether users see the specific widget or not. ThingWorx has a robust a system that handles permissions – from users and groups to organizations. There’s a lot of control as to who can see what either through Model, or through specific services and conditions inside the Mashup.   HOW CAN I DISABLE A USER FROM SEEING SOMETHING OR DOING A CERTAIN ACTION? Again, that is handled through the security system of ThingWorx. There are multiple ways of authenticating users from other systems. You can create services that are related to your Things or user session parameters, and define whether a user can see those parameters or not.   HOW CAN WE CHANGE DATE FORMAT FOR X-AXIS IN TIME SERIES CHART? This property is available within the Time Series Chart Widget. It uses standard programming language – you can add or delete in the property.   CAN LAYOUT SPACING BE A PERCENTAGE? The spacing within the layout (none, 5px, 10px, 15px, or 20px).

  Based on real use cases and industry-leading solutions, this webinar looks at how developers can deliver valuable analytical outputs through experiences that ensure easy consumption of trusted analyses.   By taking a deep dive into a range of the analytics capabilities within ThingWorx, we will demonstrate how you can visualize complex analytic outputs to help your users understand what really matters in your data - and ultimately make quick, insightful business decisions.   Q&A   We didn’t have time to get to all of the questions during the live webcast, but we’ve answered them here on our blog. Have any additional questions? Please leave us a comment.   THIS SESSION TALKED ABOUT CONNECTIVITY WITH OTHER ANALYTICS PROGRAMS, SUCH AS R. HOW WOULD THINGWORX INTERACT WITH THE R PLATFORM? There are multiple reasons for using R and other analytics tools. Say you’re using R to build a predictive model, for instance—you can interact with data and load that information into our Analytics Server, even outside Analytics Builder. You can also interface in script within ThingWorx to run certain calculations driven by R. Moreover, even if you are building a model in R or any other tool, you can use Analytics Manager to operationalize data coming in from a Thing model that’s being scored against variables created elsewhere. Our ultimate goal is not to migrate you away from the tools you’re already using, but rather augment the development experience with ThingWorx integration.   HOW WOULD A DEVELOPER GO ABOUT CREATING & OBTAINING JSON AND CSV DATA FOR ANALYSIS? In terms of creating a historical data view, there are two separate methods. There’s creating a descriptive view for which you are using to create the model, and then there is operationalizing the model. On the operational side, it’s data coming from the Thing model being scored against the actual predictive model that’s created. For the descriptive view, the tool of choice ultimately boils down to organizational preference. How you load represented data into the Analytics Server is completely based on the tools with which you work.   CAN YOU EXPLAIN IN DETAIL THE STEPS FOR CONNECTING A MACHINE TO THE THINGWORX ANALYTICAL MODEL, INCLUDING HOW TO DEFINE THE DATA COMING FROM THE MACHINE TO CREATE THE MODEL? Absolutely. I’d encourage you to go check out our new Operationalize an Analytics Model developer guide available on the ThingWorx Developer Portal. In just 30 minutes, you’ll learn how to use Analytics Manager and ThingPredictor to automatically perform analytical calculations.   OUR ORGANIZATION SEES FEATURE ENGINEERING AS A KEY PART OF THE DATA ANALYSIS PROCESS. DO THINGWORX ALGORITHMS HANDLE FEATURE ENGINEERING INTERNALLY? Yes. There’s feature engineering in terms of getting a dataset ready for consumption. The technology ThingWorx provides is being able to automatically sift through the data and use various features to guide the selection of algorithms. Feature enrichment is what’s really powerful about our supervised machine learning capabilities.    HOW DO I INCORPORATE ADVANCED STYLING IN MY UI, LIKE ANIMATIONS AND RESPONSIVE BEHAVIORS? The standard way of achieving advanced styling in ThingWorx is to leverage the Media Entities, Style and State Definitions. Many widgets, such as the Value Display and the Shape Widget, have out-of-the-box ability to take a State Definition and apply advanced styling for things like severity of risks, etc. Watch our IoT Application Makeover webcast for more information about this topic.   DO YOU HAVE ANY RECOMMENDATIONS FOR GUARANTEEING DESIGN CONSISTENCY IN MY IOT APPLICATION? For non-designers: to keep your design clean and consistent, it is important to properly manage your Style Definitions. Define styles and stick to re-using them; don’t have five different styles for showing model accuracy, for instance. I would recommend creating 5-10 styles for text, and then from there choosing a color scheme for things like buttons, labels, charts, grid headers, and other elements where you need a vibrant color.

  Create compelling, modern application user interfaces in ThingWorx with the latest enhancements to our Mashup visualization platform - Collection and Custom CSS.   In this webinar with IoT application designer Gabriel Bucur, we'll show how the new Collection widget makes it easy to replicate visual content in your UI for menu systems, dashboards, tables, and more. You'll learn about several of the 60+ configuration properties available for collections, many of which offer input/output bindings for dynamic flexibility.   Gabriel will also demonstrate the styling and UX power of the latest feature in the Next Gen Composer, which allows you to write classes and CSS for your Mashups, masters, and widgets.   Watch the recording above, and download this sample Mashup containing all the data and entities shared in the video.   Q&A   We didn’t have time to get to all of the questions during the live webcast, but we’ve answered them here on our blog. Have any additional questions? Please leave us a comment.   WILL PTC CONTINUE SUPPORT FOR THE REPEATER WIDGET IN THINGWORX 8.2, OR WILL IT BE REMOVED? The Repeater Widget will not removed. However, due to limited performance in various browsers, switching to the Collection is highly recommended.   WHAT’S THE DIFFERENCE BETWEEN REPEATER AND COLLECTION, AND ARE THERE PROS AND CONS FOR EACH WIDGET? The Collection is an advanced widget that allows you to contain a series of repeated Mashups within a collection. Its functionality is similar to the Repeater Widget, but contains more properties that provide additional options and better performance, especially when handling large amounts of data.   IS IT POSSIBLE TO ADD A DRAG AND DROP ACTION TO LISTS OR REPEATERS, E.G. DRAGGING AN ELEMENT FROM ONE CONTAINER TO ANOTHER? Drag and drop functionality is not available in the Collection Widget at this time. It is, however, in consideration for future ThingWorx releases.   IN THE EVENT I HAVE MORE THAN ONE MASHUP (FOR EXAMPLE, MASHUP A AND MASHUP B), CAN I BIND DIFFERENT PROPERTIES TO THE SAME MASHUP PARAMETER ACCORDING TO THE MASHUP NAME? The MashupName row goes to the MashupNameField in the collection, where you’ll  have a dropdown after you populate it with the InfoTable that contains the MashupName. You can put all the bindings there, even if you don't use them in all the Mashups. For example: {"valueA":"MashupA","valueB":"MashupB"}   IS IT POSSIBLE TO ORDER SECTIONS HORIZONTALLY IN THE COLLECTION? Sections can only be ordered vertically at this time.   WHAT IS THE DIFFERENCE BETWEEN GLOBAL PROPERTIES AND SESSION VALUES? Global Properties are only available within the Collection. These properties offer a way to control Things from other widgets with which the Collection is displaying.   IF THERE ARE MULTIPLE COLLECTIONS, DO THEY SHARE THE SAME SET OF GLOBALPARAMETERS? No. If you defined a Boolean on your Collection, when you drag the Boolean output from a checkbox on the Collection you will see that you can bind it to that defined Boolean in the GlobalParameters.   WHEN USING CUSTOM CSS, DO YOU HAVE TO DEFINE STYLING FOR EACH ELEMENT, OR CAN YOU CREATE A STYLE THING WITH CSS? Widgets differ in functionality, so the same class might not apply to the same widget. However, if you define a styling in CSS for a button, for example, you can apply that class on any button you want.   DOES CUSTOM CSS ALWAYS OVERRIDE THE WIDGET STYLES? Yes. That is the essential purpose of custom CSS integration – to rewrite styles.   IF YOU HAVE TWO CONFLICTING STYLES – ONE IN CSS AND THE OTHER IN A STYLE DEFINITION – WHICH ONE TAKES PRECEDENCE? CSS will typically rewrite the ThingWorx styles; however, it depends on the specificity of the CSS target definition. For example: “.button-element" will be overwritten by ".default-button .button-element". Visit https://developer.mozilla.org/en-US/docs/Web/CSS/Specificity for more details regarding this topic.   CAN I RESIZE MY WIDGETS DURING RUNTIME? The size of the widget is determined by the CSS, and how it renders in ThingWorx. While you can bind different sizing classes to the CustomClass property of the widget, resizing with your mouse is not available at Runtime.

  The data in your industrial IoT application is only valuable if it tells a story. As a developer, you need to consider the logical connections between graphical elements and business data and determine how users want to consume the information. With the Mashup Builder in ThingWorx, you can rapidly create a custom visualization that displays data from your connected devices. These easy-to-configure widgets deliver real-time data functionality at your fingertips - streamlining, processing, and displaying valuable information for your application users.   In this video, you'll learn how to create immersive, interactive visualizations by utilizing dynamic charts and graphs in your GUI. ThingWorx technical engineer Jason Wyatt demonstrates how to: Create a UI with ThingWorx Composer and Mashup Builder Incorporate visual displays that highlight business data requirements Supply data to components in your Mashup leveraging pre-built widgets and services Implement the Time Series Chart, Pie Chart, Open Street Map, Location Picker, Auto Refresh, Textbox, and Button widgets Watch the recording above, and download this sample Mashup containing all the data and entities shared in the video.   Q&A   We didn’t have time to get to all of the questions during the live webcast, but we’ve answered them here on our blog. Have any additional questions? Please leave us a comment. THIS UI CAPABILITY CLEARLY IS USEFUL FOR PROTOTYPING. AT WHAT SCALE AND / OR COMPLEXITY DO YOU RECOMMEND USING TRADITIONAL PROGRAMMING METHODS? The ThingWorx platform does not require users to utilize the Mashup Builder to create a frontend for their application. Some PTC customers use ThingWorx for the backend and rely on a traditional HTML team to design a custom UI. In that scenario, ThingWorx provides the Edge connectivity and backend storage/organization/business-logic. But, that said, the Mashup Builder can be used to develop production-level sites, especially if you customize State and Style definitions and create a Master mashup. WHAT IS THE DIFFERENCE BETWEEN GETIMPLEMENTINGTHINGS VS. GETIMPLEMENTINGTHINGSWITHDATA VS. QUERYPROPERTYHISTORY? GetImplementingThings provides a list of all Things instantiated from a particular Thing Template. GetImplementingThingsWithData provides the current property values associated with the Things. QueryPropertyHistory provides historical Property values. WHAT ARE THE POSSIBLE SCENARIOS WHERE SERVICEINVOKECOMPLETED CAN BE TRIGGERED? ServiceInvokeCompleted is an Event that occurs when a Mashup Data Service completes. We recommend you use it in any situation where timing is important for proper application execution. For instance, in the application created for the webinar, I wanted QueryPropertyHistory to run after SetProperties was complete. Therefore, I used ServiceInvokeCompleted to trigger the second Service. IS THERE ANY WAY TO DISPLAY TWO INFO TABLE DATA IN SINGLE GRID? This isn't possible by default, but as a workaround you could make a custom Service to combine two InfoTables into one; and then you could apply the combined data to the Grid Widget. CAN I RESIZE MY WIDGETS DURING RUNTIME? You can change any Widget Property at runtime that accepts an incoming data-bind. You can tell which Widget Properties accept dynamic data by looking at the Property itself in the bottom-left section of the Mashup Builder. If the Property has a left arrow pointing at the Property name, then you can bind it to dynamic data and change it during runtime. For Widget Properties where this isn't possible (such as some Widgets' Width and Height), you can apply custom CSS. IS THERE AN UNDO FEATURE AVAILABLE ON MASHUP BUILDER? Currently, no, but I believe Undo is a feature request on the R&D radar. HOW DO YOU GET MASHUP INFORMATION UP TO THE MASTER MASHUP? You can pass information between two Mashups when one Mashup pushes a change down to a Thing, then the other Mashup may read that data from that same Thing. Additionally, Mashup Parameters and Session Variables can act like Global Variables that are accessible across multiple Mashups. DOES THE OPAQUE OR MAKING BG COLOR TRANSPARENT WORK? You may set certain Widgets' style in such a way that the Widget itself is visible, but the background of the Widget is transparent. CAN YOU SHOW AGAIN HOW YOU ADDED THE TEXTBOX TO THE PROPERTIES OF SERVICES? You can view the recording of the webinar to see how I made an invisible TextBox set the MaxItems Property of the QueryPropertyHistory Mashup Data Service. I used an invisible TextBox to get a static number, then applied that number to the MaxItems Parameter of QueryPropertyHistory in order to change the Service's functionality. WHAT IS THE PURPOSE FOR SETPROPERTIES? SetProperties is one of several Mashup Data Services that sends information from the Mashup to the backend. DO WE HAVE FILTERS ON THE PIE CHART FOR CHANGING THE VIEW WHEN A VALUE IS SELECTED IN THE FILTER? Yes, there are several operations you may perform when a section of a Pie Chart is selected. I had originally intended to show how you can change the displayed color when you select a particular section of the Pie Chart, but I unfortunately ran out of time. In addition, all three of the display Widgets were tied together: when I selected a section of the Pie Chart, the same piece of data was selected on the Map and Time Series (and vice versa for clicking on the other two). You can import the sample Mashup into your Composer to view the configuration settings. IS THERE WAY TO SET PROPERTIES AND GET DATA THROUGH EMAIL USING THINGWORX? Yes, there are several ways to push information to the ThingWorx backend. For instance, you could have an entirely external process which strips data from an e-mail and then makes a REST call to ThingWorx to archive the data or trigger some Service. And, yes, ThingWorx supports sending and receiving e-mail through an Extension which you may download for free from the ThingWorx Marketplace. CAN THE MAXITEMS OF THE QUERYPROPERTYHISTORY BE APPLIED TO A COMBO BOX / LIST, WHICH CAN BE SELECTED FROM THE MASHUP SCREEN ONLINE? If I'm understanding correctly, you're asking whether or not the MaxItems Parameter of the QueryPropertyHistory Mashup Data Service can be set dynamically. The answer is yes. For instance, that TextBox which I made invisible could have been left visible and given a Label of "Max Items to Display". It would still be tied to the QueryPropertyHistory Service in the same way. But when the TextBox has a new value entered, then that would change the Parameter configuration of QueryPropertyHistory to show whatever had been entered. You would still have to figure out how to call the QueryPropertyHistory Service again. Changing a Parameter just sets up how the Service will behave the next time it is called. DO YOU HAVE TIPS FOR MAKING A PRINT-FRIENDLY MASHUP? My only real recommendation would be to use a Static Mashup with a specific resolution (to ensure that everything fit on the page while still looking good), while also setting the Style of various Widgets such that everything was in gray-scale (or something similar) that would be easy on your printer's ink cartridge. HOW WELL DO THE STYLE DEFINITIONS AND CSS WORK WITH TWITTER'S BOOTSTRAP? I'm unfamiliar with Twitter's Bootstrap, but I do know that with Style Definitions and the new CSS functionality, you have a lot of control over exactly how your Mashup looks. So you should be able to configure your Mashup to comply if Twitter has some particular requirements. WHY DO WIDGETS NOT STICK TO THE MASHUP WHEN YOU DRAG THEM INTO A BUSY UI? I HAVE HAD WIDGETS 'FLY' BACK TO THE WIDGET LIST AND HAVE BEEN UNABLE TO GET THEM TO STICK. Unfortunately, that's a known issue. It has something to do with the fact that you're not allowed to drag-and-drop a new Widget on top of an existing Widget. Which is a little strange considering that you explicitly *ARE* allowed to stack Widgets on top of one another after they've been placed in the central Canvas areas. I believe that R&D is investigating. CAN YOU EXPLAIN THE DIFFERENT OPTIONS FOR MASHUP? I believe that this question has something to do with the options in the pop-up when you first create a new Mashup. A Responsive Mashup grows and shrinks to match the viewing-resolution, while Static stays at the resolution you specify. The other options, (Page vs. Template vs. Shape), have to do with a specific setup where you have a Mashup-in-Mashup design. For instance, you could subdivide a Responsive Mashup just as I did in the webinar, and then have one of those sub-sections be an entirely different Mashup. Template and Shape Mashups are used when you have the scenario I describe above with Mashup-in-Mashup, but you want the sub-Mashup to change based off some other metric, such as the selection of a Thing listed in a Grid Widget. You could use some Mashup Data Service like GetImplementingThings. That would return a list of every Thing instantiated from a Thing Template. You could then have a Grid which displays a list of every Thing returned by the GetImplementingThings Service. You could then have a Template Mashup stored within every Thing instantiated from that Template. Whenever a Thing is selected from the Grid, it displays the Template Mashup for that specific Thing. HOW DO YOU HIDE TOOLBAR WHICH ALLOW USER TO SELECT "SHOW/HIDE LOG", "SHOW/HIDE LOG", "RELOAD", ETC. ON YOUR MASHUP SCREEN? Many Widgets have a ""Visible"" Property which may be dynamically set via some other criteria. For instance, you could have a Checkbox Widget, which is great for Boolean values like the Visible Property. You could tie the State Property of the Checkbox Widget to a different Widget's Visible Property. When the Checkbox is checked, the other Widget is visible. When the Checkbox is unchecked, then the other Widget becomes invisible. I WOULD LIKE TO KNOW THE CHALLENGES IN RESPONSIVE MASHUPS VS. STATIC MASHUP DEVELOPMENT. ALSO NEED THE LIST OF WIDGETS NOT SUPPORTED BY THE RESPONSIVE MASHUPS. WHAT IS NEW IN THINGWORX 8.2 FOR RESPONSIVE MASHUPS? The main challenge of a Responsive Mashup is that it's almost necessary to test the Mashup at each resolution that you believe your users may be viewing the page. Responsive does a good job of stretching and shrinking… but this can also lead to undesirable situations where you have scroll bars because the viewing-resolution is too small for everything to fit. The main challenge of a Static Mashup is that it really only works at the specific resolution you set. If you have a 300x200 px Static Mashup, it will essentially be unreadable on a 4k display. As for a list, some Widgets *AREN'T* Responsive. The TextBox Widget will not grow and shrink as the viewing-resolution changes, for instance, but you can still use a TextBox in a Responsive Mashup. The big new item for Mashups in 8.2 was the inclusion of CSS and the Collections Widget. Either or both may be used in any Mashup, regardless of whether it's Responsive or Static.

Predictive models: ​ Predictive model is one of the best technique to perform predictive analytics. This is the development of models that are trained on historical data and make predictions on new data. These models are built in order to analyse the current data records in combination with some historical data.   Use of Predictive Analytics in Thingworx Analytics and How to Access Predictive Analysis Functionality via Thingworx Analytics   Bias and variance are the two components of imprecision in predictive models. Bias in predictive models is a measure of model rigidity and inflexibility, and means that your model is not capturing all the signal it could from the data. Bias is also known as under-fitting.  Variance on the other hand is a measure of model inconsistency, high variance models tend to perform very well on some data points and really bad on others. This is also known as over-fitting and means that your model is too flexible for the amount of training data you have and ends up picking up noise in addition to the signal.   If your model is performing really well on the training set, but much poorer on the hold-out set, then it’s suffering from high variance. On the other hand if your model is performing poorly on both training and test data sets, it is suffering from high bias.   Techniques to improve:   Add more data: Having more data is always a good idea. It allows the “data to tell for itself,” instead of relying on assumptions and weak correlations. Presence of more data results in better and accurate models. The question is when we should ask for more data? We cannot quantify more data. It depends on the problem you are working on and the algorithm you are implementing, example when we work with time series data, we should look for at least one-year data, And whenever you are dealing with neural network algorithms, you are advised to get more data for training otherwise model won’t generalize.  Feature Engineering: Adding new feature decreases bias on the expense of variance of the model. New features can help algorithms to explain variance of the model in more effective way. When we do hypothesis generation, there should be enough time spent on features required for the model. Then we should create those features from existing data sets. Feature Selection: This is one of the most important aspects of predictive modelling. It is always advisable to choose important features in the model and build the model again only with important and significant features. e. let’s say we have 100 variables. There will be variables which drive most of the variance of a model. If we just select the number of features only on p-value basis, then we may still have more than 50 variables. In that case, you should look for other measures like contribution of individual variable to the model. If 90% variance of the model is explained by only 15 variables then only choose those 15 variables in the final model. Multiple Algorithms: Hitting at the right machine learning algorithm is the ideal approach to achieve higher accuracy. Some algorithms are better suited to a particular type of data sets than others. Hence, we should apply all relevant models and check the performance. Algorithm Tuning: We know that machine learning algorithms are driven by parameters. These parameters majorly influence the outcome of learning process. The objective of parameter tuning is to find the optimum value for each parameter to improve the accuracy of the model. To tune these parameters, you must have a good understanding of these meaning and their individual impact on model. You can repeat this process with a number of well performing models. For example: In random forest, we have various parameters like max_features, number_trees, random_state, oob_score and others. Intuitive optimization of these parameter values will result in better and more accurate models. Cross Validation: Cross Validation is one of the most important concepts in data modeling. It says, try to leave a sample on which you do not train the model and test the model on this sample before finalizing the model. This method helps us to achieve more generalized relationships. Ensemble Methods: This is the most common approach found majorly in winning solutions of Data science competitions. This technique simply combines the result of multiple weak models and produce better results. This can be achieved through many ways.  Bagging: It uses several versions of the same model trained on slightly different samples of the training data to reduce variance without any noticeable effect on bias. Bagging could be computationally intensive esp. in terms of memory. Boosting: is a slightly more complicated concept and relies on training several models successively each trying to learn from the errors of the models preceding it. Boosting decreases bias and hardly affects variance.     

The Squeal functionality has been discontinued with ThingWorx 8.1, see ThingWorx 8.1.0 Release Notes   There might be scenarios where it should be disabled in earlier versions as well. This can be achieved e.g. with Tomcat Security Constraints. To add such a constraint, open <Tomcat>\webapps\Thingworx\WEB-INF\web.xml At the end of the file add a new constraint just before closing the </web-app> tag:   <security-constraint> <web-resource-collection> <web-resource-name>Forbidden</web-resource-name> <url-pattern>/Squeal/*</url-pattern> </web-resource-collection> <auth-constraint/> <user-data-constraint> <transport-guarantee>CONFIDENTIAL</transport-guarantee> </user-data-constraint> </security-constraint> Save the file and restart Tomcat. Accessing the /Thingworx/Squeal resource now will result in an error message:   HTTP Status 403 - Access to the requested resource has been denied   One scenario to be aware of is when the web.xml changes, e.g. due to updating ThingWorx or other manual changes. In such a case, ensure that the filter is still present in the file and taken into account.

DataShape Simply put, it represents the data in your model giving your application an in-built sense on how to represent the data in different scenarios. DataShape is defined with set of field definitions and related metadata e.g. DataType. DataShapes are must have (except for ValueStream) when creating entities that deal with data storage i.e. DataTable & Stream. For more detail on  DataShapes and the DataTypes see DataShapes in ThingWorx Help Center   Note: See ThingShape : Nuances, Tips & Tricks  for ThingShape vs DataShape   Ways to create DataShape   Via the ThingWorx Composer Navigate to ThingWorx Composer click on New > DataShape Provide a unique name to the DataShape entity DataShape creation in ThingWorx Composer Navigate to the Field Definition and add required Field Definition Defining Field for the DataShape Via a custom service in ThingWorx Navigate to an entity under which the service is to be created, e.g. Thing Switch to Services section for the Thing and click Add to create new service OOTB available service CreateDataShape can be used from the Resources > EntityService // snippet creating the infotable with the var params = { infoTableName : "InfoTable", dataShapeName : "DemoDataShape" }; // CreateInfoTableFromDataShape(infoTableName:STRING("InfoTable"), dataShapeName:STRING):INFOTABLE(DemoDataShape) var result = Resources["InfoTableFunctions"].CreateInfoTableFromDataShape(params); // snippet creating the DataShape using the Infotable queried above which returns the field and the metadata on those fields // DSName used below is created as the Resources["EntityServices"].CreateDataShape({ name: DSName /* STRING */, description: "Custom created DataShape" /* STRING */, fields: result /* INFOTABLE */, tags: undefined /* TAGS */ }); Here's how it'd appear in the Service editor :   DataShape creation with JavaScript service in ThingWorx Via the ThingWorx Extension SDK   Following example snippet shows the creation and usage of the DataShape while creating custom extension with the Extension SDK    @ThingworxConfigurationTableDefinitions(tables = { @ThingworxConfigurationTableDefinition(name = "ConfigTableExample1", description = "Example 1 config table", isMultiRow = false, dataShape = @ThingworxDataShapeDefinition(fields = { @ThingworxFieldDefinition(name = "field1", description = "", baseType = "STRING"), @ThingworxFieldDefinition(name = "field2", description = "", baseType = "NUMBER") })) }) Note: Refer to the ThingShape : Nuances, Tips & Tricks for Tips & Tricks   Other related reads How are DataShape used while storing the data in ThingWorx How to pass a DataShape as parameter Can two DataShapes have the same service name if used on the same thing in ThingWorx? DataShape in ThingWorx Help Center

Get Started with ThingWorx for IoT Guide Part 5   Step 13: Extend Your Model   Modify the application model, enhance your UI, and add features to the house monitoring application to simulate a request as it might come from an end user. For this step, we do not provide explicit instructions, so you can use critical thinking to apply your skills. After completing the previous steps, your Mashup should look like this:   In this part of the lesson, you'll have an opportunity to: Complete an application enhancement in Mashup Builder Compare your work with that of a ThingWorx engineer Import and examine ThingWorx entities provided for download that satisfy the requirements Understand the implications of ThingWorx modeling options   Task Analysis   Add a garage to the previously-created house monitoring web application and include a way to display information about the garage in the UI. You will need to model the garage using Composer and add to the web application UI using Mashup Builder. What useful information could a web application for a garage provide? How could information about a garage be represented in ThingWorx? What is the clearest way to display information about a garage?   Tips and Hints   See below for some tips and hints that will help you think about what to consider when modifying the application in ThingWorx. Modify your current house monitoring application by adding a garage: Extend your model to include information about a garage using Composer. Add a display of the garage information to your web application UI using Mashup Builder.   Best Practices   Keep application development manageable by using ThingWorx features that help organize entities you create.   Modeling   The most important feature of a garage is the status of the door. In addition to its current status, a user might be interested in knowing when the garage door went up or down. Most garages are not heated, so a user may or may not be interested in the garage temperature.   Display   The current status of the garage door should be easily visible. Complete the task in your Composer before moving forward. The Answer Key below reveals how we accomplished this challenge so you can compare your results to that of a ThingWorx engineer.   Answer Key   Confirm you configured your Mashup to meet the enhancement requirements when extending your web application. Use the information below to check your work.   Create New Thing   Creating a new Thing is one way to model the garage door. We explain other methods, including their pros and cons, in the Solution discussion below. Did you create a new Thing using the Building Template? Did you apply a Tag to the new Thing you created?   Review detailed steps for how to Create a Thing in Part 2 of this guide.   Add Property   Any modeling strategy requires the addition of a new Property to your model. We explore options for selecting an appropriate base type for the garage Property in the Solution discussion on the next step. Did you add a Property to represent the garage door? Did you use the Boolean type? Did you check the Logged? check-box to save history of changes?   Review detailed steps for how to Add a Property. in Part 1, Step 3 of this guide.   Add Widget   In order to display the garage door status, you must add a Widget to your Mashup. We used a check-box in our implementation. We introduce alternative display options in the Solution discussion on the next step. Did you add a Widget to your Mashup representing the garage door status? Review detailed steps for how to Create an Application UI in Part 3, Step 8 of this guide.   Add Data Source   If you created a new Thing, you must add a new data source. This step is not required if you added a Property to the existing Thing representing a house. Did you add a data source from the garage door Property of your new Thing? Did you check the Execute on Load check-box? Review detailed steps for how to Add a Data Source to a Mashup in Part 4, Step 10 of this guide.   Bind Data Source to Widget   You must bind the new garage door Property to a Widget in order to affect the visualization. Did you bind the data source to the Widget you added to your Mashup? Review detailed steps for how to Bind a Data Source to a Widget in Part 4, Step 10 of this guide.   Solution   If you want to inspect the entities as configured by a ThingWorx engineer, import this file into your Composer. Download the attached example solution:   FoundationChallengeSolution.xml Import the xml file into, then open MyHouseAndGarage Thing. See below for some options to consider in your application development.   Modeling   There are several ways the garage door property could be added to your existing model. The table below discusses different implementations we considered. We chose to model the status of the garage door as a Property of a new Thing created using the building Template. Modeling Method Pros Cons Add Property to BuildingTemplate The Garage property will be added to existing house Thing All future Things using Building Template will have a garage door property Add Property to existing house Thing House and garage are linked No separate temperature and watts Property for garage Add Property to new Thing created with BuildingTemplate All Building features available No logical link between house and garage   Property Base Type   We chose to represent the status of the door with a simple Boolean Property named 'garageDoorOpen' Thoughtful property naming ensures that the values, true and false, have a clear meaning. Using a Boolean type also makes it easy to bind the value directly to a Widget. The table below explains a few Base Type options. Modeling Method Pros Cons Boolean Easy to bind to Widget Information between open and closed is lost Number Precise door status Direction information is lost String Any number of states can be represented An unexpected String could break UI   Visualization   We chose a simple Check-box Widget to show the garage door status, but there are many other Widgets you could choose depending on how you want to display the data. For example, a more professional implementation might display a custom image for each state.   Logging   We recommended that you check the Logged option, so you can record the history of the garage door status.   Step 14: Next Steps   Congratulations! You've successfully completed the Get Started with ThingWorx for IoT tutorial, and learned how to: Use Composer to create a Thing based on Thing Shapes and Thing Templates Store Property change history in a Value Stream Define application logic using custom defined Services and Subscriptions Create an applicaton UI with Mashup Builder Display data from connected devices Test a sample application The next guide in the Getting Started on the ThingWorx Platform learning path is Data Model Introduction.

Get Started with ThingWorx for IoT Guide Part 4   Step 10: Display Data   Now that you have configured the visual part of your application, you need to bind the Widgets in your Mashup to a data source, and enable your application to display data from your connected devices.   Add Services to Mashup   Click the Data tab in the top-right section of the Mashup Builder. Click on the green + symbol in the Data tab.   Type MyHouse in the Entity textbox. Click MyHouse. In the Filter textbox below Services, type GetPropertyValues. Click the arrow to the right of the GetPropertyValues service to add it.   Select the checkbox under Execute on Load. NOTE: If you check the Execute on Load option, the service will execute when the Mashup starts. 8. In the Filter textbox under Services, type QueryProperty. 9. Add the QueryPropertyHistory service by clicking the arrow to the right of the service name. 10. Click the checkbox under Execute on Load. 11. Click Done. 12. Click Save.   Bind Data to Widgets   We will now connect the Services we added to the Widgets in the Mashup that will display their data.   Gauge   Configure the Gauge to display the current power value. Expand the GetPropertyValues Service as well as the Returned Data and All Data sections. Drag and drop the watts property onto the Gauge Widget.   When the Select Binding Target dialogue box appears, select # Data.   Map   Configure Google Maps to display the location of the home. Expand the GetPropertyValues service as well as the Returned Data section. Drag and drop All Data onto the map widget.   When the Select Binding Target dialogue box appears, select Data. Click on the Google Map Widget on the canvas to display properties that can configured in the lower left panel. Set the LocationField property in the lower left panel by selecting building_lat_lng from the drop-down menu.   Chart   Configure the Chart to display property values changing over time. Expand the QueryPropertyHistory Service as well as the Returned Data section. Drag and drop All Data onto the Line Chart Widget. When the Select Binding Target dialogue box appears, select Data. In the Property panel in the lower left, select All from the Category drop-down. Enter series in Filter Properties text box then enter 1 in NumberOfSeries . Enter field in Filter Properties text box then click XAxisField. Select the timestamp property value from the XAxisField drop-down. Select temperature from the DataField1 drop-down.   Verify Data Bindings   You can see the configuration of data sources bound to widgets displayed in the Connections pane. Click on GetPropertyValues in the data source panel then check the diagram on the bottom of the screen to confirm a data source is bound to the Gauge and Map widget.   Click on the QueryPropertyHistory data source and confirm that the diagram shows the Chart is bound to it. Click Save.   Step 11: Simulate a Data Source   At this point, you have created a Value Stream to store changing property value data and applied it to the BuildingTemplate. This guide does not include connecting edge devices and another guide covers choosing a connectivity method. We will import a pre-made Thing that creates simulated data to represent types of information from a connected home. The imported Thing uses Javascript code saved in a Subscription that updates the power and temperature properties of the MyHouse Thing every time it is triggered by its timer Event.    Import Data Simulation Entities   Download the attached sample:  Things_House_data_simulator.xml. In Composer, click the Import/Export icon at the lower-left of the page. Click Import. Leave all default values and click Browse to select the Things_House_data_simulator.xml file that you just downloaded. Click Open, then Import, and once you see the success message, click Close.   Explore Imported Entities   Navigate to the House_data_simulator Thing by using the search bar at the top of the screen. Click the Subscriptions tab. Click Event.Timer under Name. Select the Subscription Info tab. NOTE: Every 30 seconds, the timer event will trigger this subscription and the Javascript code in the Script panel will run. The running script updates the temperature and watts properties of the MyHouse Thing using logic based on both the temperature property from MyHouse and the isACrunning property of the simulator itself. 5. Expand the Subscription Info menu. The simulator will send data when the Enabled checkbox is checked. 6. Click Done then Save to save any changes.   Verify Data Simulation   Open the MyHouse Thing and click Properties an Alerts tab Click the Refresh button above where the current property values are shown   Notice that the temperature property value changes every 30 seconds when the triggered service runs. The watts property value is 100 when the temperature exceeds 72 to simulate an air conditioner turning on.   Step 12: Test Application   Browse to your Mashup and click View Mashup to launch the application.   NOTE: You may need to enable pop-ups in your browser to see the Mashup.       2. Confirm that data is being displayed in each of the sections.        Test Alert   Open MyHouse Thing Click the Properties and Subscriptions Tab. Find the temperature Property and click on pencil icon in the Value column. Enter the temperature property of 29 in the upper right panel. Click Check mark icon to save value. This will trigger the freezeWarning alert.   Click Refresh to see the value of the message property automatically set.   7. Click the the Monitoring icon on the left, then click ScriptLog to see your message written to the script log.   Click here to view Part 5 of this guide. 

Get Started with ThingWorx for IoT Guide Part 3   Step 7: Create Alerts and Subscriptions   An Event is a custom-defined message published by a Thing, usually when the value of a Property changes. A Subscription listens for a specific Event, then executes Javascript code. In this step, you will create an Alert which is quick way to define both an Event and the logic for when the Event is published.   Create Alert   Create an Alert that will be sent when the temperature property falls below 32 degrees. Click Thing Shapes under the Modeling tab in Composer, then open the ThermostatShape Thing Shape from the list.   Click Properties and Alerts tab.   Click the temperature property. Click the green Edit button if not already in edit mode, then click the + in the Alerts column.   Choose Below from the Alert Type drop down list. Type freezeWarning in the Name field.   Enter 32 in the Limit field. Keep all other default settings in place. NOTE: This will cause the Alert to be sent when the temperature property is at or below 32.        8. Click ✓ button above the new alert panel.       9. Click Save.     Create Subscription   Create a Subscription to this event that uses Javascript to record an entry in the error log and update a status message. Open the MyHouse Thing, then click Subscriptions tab.   Click Edit if not already in edit mode, then click + Add.   Type freezeWarningSubscription in the Name field. After clicking the Inputs tab, click the the Event drop down list, then choose Alert. In the Property field drop down, choose temperature.   Click the Subscription Info tab, then check the Enabled checkbox   Create Subscription Code   Follow the steps below to create code that sets the message property value and writes a Warning message to the ThingWorx log. Enter the following JavaScript in the Script text box to the right to set the message property.                       me.message = "Warning: Below Freezing";                       2. Click the Snippets tab. NOTE: Snippets provide many built-in code samples and functions you can use. 3. Click inside the Script text box and hit the Enter key to place the cursor on a new line. 4. Type warn into the snippets filter text box or scroll down to locate the warn Snippet. 5. Click All, then click the arrow next to warn, and Javascript code will be added to the script window. 6. Add an error message in between the quotation marks.                       logger.warn("The freezeWarning subscription was triggered");                       7. Click Done. 8. Click Save.   Step 8: Create Application UI ThingWorx you can create customized web applications that display and interact with data from multiple sources. These web applications are called Mashups and are created using the Mashup Builder. The Mashup Builder is where you create your web application by dragging and dropping Widgets such as grids, charts, maps, buttons onto a canvas. All of the user interface elements in your application are Widgets. We will build a web application with three Widgets: a map showing your house's location on an interactive map, a gauge displaying the current value of the watts property, and a graph showing the temperature property value trend over time. Build Mashup Start on the Browse, folder icon tab of ThingWorx Composer. Select Mashups in the left-hand navigation, then click + New to create a new Mashup.   For Mashup Type select Responsive.   Click OK. Enter widgetMashup in the Name text field, If Project is not already set, click the + in the Project text box and select the PTCDefaultProject, Click Save. Select the Design tab to display Mashup Builder.   Organize UI On the upper left side of the design workspace, in the Widget panel, be sure the Layout tab is selected, then click Add Bottom to split your UI into two halves.   Click in the bottom half to be sure it is selected before clicking Add Left Click anywhere inside the lower left container, then scroll down in the Layout panel to select Fixed Size Enter 200 in the Width text box that appears, then press Tab key of your computer to record your entry.   Click Save   Step 9: Add Widgets Click the Widgets tab on the top left of the Widget panel, then scroll down until you see the Gauge Widget Drag the Gauge widget onto the lower left area of the canvas on the right. This Widget will show the simulated watts in use.   Select the Gauge object on the canvas, and the bottom left side of the screen will show the Widget properties. Select Bindable from the Catagory dropdown and enter Watts for the Legend property value, and then press tab..   Click and drag the Google Map Widget onto the top area of the canvas. NOTE: The Google Map Widget has been provisioned on PTC CLoud hosted trial servers. If it is not available, download and install the Google Map Extension using the step-by-step guide for using Google Maps with ThingWorx . Click and drag the Line Chart Widget onto the lower right area of the canvas. Click Save

Get Started with ThingWorx for IoT Guide Part 2   Step 4: Create Thing   A Thing is used to digitally represent a specific component of your application in ThingWorx. In Java programming terms, a Thing is similar to an instance of a class. In this step, you will create a Thing that represents an individual house using the Thing Template we created in the previous step. Using a Thing Template allows you to increase development velocity by creating multiple Things without re-entering the same information each time. Start on the Browse, folder icon tab on the far left of ThingWorx Composer. Under the Modeling tab, hover over Things then click the + button. Type MyHouse in the Name field. NOTE: This name, with matching capitalization, is required for the data simulator which will be imported in a later step. 4. If Project is not already set, click the + in the Project text box and select the PTCDefaultProject. 5. In the Base Thing Template text box, click the + and select the recently created BuildingTemplate. 6. In the Implemented Shapes text box, click the + and select the recently created ThermostatShape. 7. Click Save.     Step 5: Store Data in Value Stream   Now that you have created the MyHouse Thing to model your application in ThingWorx, you need to create a storage entity to record changing property values. This guide shows ways to store data in ThingWorx Foundation. This exercise uses a Value Stream which is a quick and easy way to save time-series data.   Create Value Stream   Start on the Browse, folder icon tab on the far left of ThingWorx Composer. Under the Data Storage section of the left-hand navigation panel, hover over Value Streams and click the + button. Select the ValueStream template option, then click OK. Enter Foundation_Quickstart_ValueStream in the Name field. If Project is not already set, click the + in the Project text box and select the PTCDefaultProject.   Click Save.   Update Thing Template   Navigate to the BuildingTemplate Thing Template. TIP: You can use the Search box at the top if the tab is closed.       2. Confirm you are on the General Information tab.       3. Click Edit button if it is visible, then, in the Value Stream text entry box, click the + and select Foundation_Quickstart_ValueStream               4. Click Save     Step 6: Create Custom Service   The ThingWorx Foundation server provides the ability to create and execute custom Services written in Javascript. Expedite your development with sample code snippets, code-completion, and linting in the Services editor for Things, Thing Templates, and Thing Shapes. In this section, you will create a custom Service in the Electric Meter Thing Shape that will calculate the current hourly cost of electricity based on both the simulated live data, and the electricity rate saved in your model. You will create a JavaScript that multiplies the current meter reading by the cost per hour and stores it in a property that tracks the current cost. Click Thing Shapes under the Modeling tab on the left navigation pane; then click on MeterShape in the list. Click Services tab, then click + Add and select Local (Javascript). Type calculateCost into the Name field. Click Me/Entities to open the tab. Click Properties. NOTE: There are a number of properties including costPerKWh, currentCost and currentPower. These come from the Thing Shape you defined earlier in this tutorial. 6. Click the arrow next to the currentCost property. This will add the Javascript code to the script box for accessing the currentCost property. 7. Reproduce the code below by typing in the script box or clicking on the other required properties under the Me tab:           me.currentCost = me.costPerKWh * me.currentPower;           8. Click Done. 9. Click Save. NOTE: There is a new ThingWorx 9.3 feature that allows users to easily Execute tests for ‘Services’ right from where they are defined so users can quickly test solution code.    Click here to view Part 3 of this guide. 

Design and Implement Data Models to Enable Predictive Analytics Learning Path   Design and implement your data model, create logic, and operationalize an analytics model.   NOTE: Complete the following guides in sequential order. The estimated time to complete this learning path is 390 minutes.    Data Model Introduction  Design Your Data Model Part 1 Part 2 Part 3  Data Model Implementation Part 1 Part 2 Part 3  Create Custom Business Logic  Implement Services, Events, and Subscriptions Part 1 Part 2  Build a Predictive Analytics Model  Part 1 Part 2 Operationalize an Analytics Model  Part 1 Part 2  

Connect and Monitor Industrial Plant Equipment Learning Path   Learn how to connect and monitor equipment that is used at a processing plant or on a factory floor.   NOTE: Complete the following guides in sequential order. The estimated time to complete this learning path is 180 minutes.   Create An Application Key  Install ThingWorx Kepware Server Connect Kepware Server to ThingWorx Foundation Part 1 Part 2 Create Industrial Equipment Model Build an Equipment Dashboard Part 1 Part 2

Design Your Data Model Guide Part 2   Step 4: Data Sources – Component Breakout   Component Breakout     Once you have a full list of Things in your system (as well as requirements for each user), the next step is to identify the information needed from each Thing (based on the user's requirements). This involves evaluating the available data and functionality for each Thing. You then align the data and functionality with the user's requirements to determine exactly what you need, while eliminating that which you do not. This is important, as there can be cost and security benefits to only collecting data you need, and leaving what you don't. NOTE: Remember from the Data Model Introduction that a Thing's Components include Properties, Services, Events, and Subscriptions.   Factory Example   Using the Smart Factory example, let’s go through the different Things and break down each Thing's components that are needed for each of our users.   Conveyor Belts   The conveyor belt is simple in operation but could potentially have a lot of available data. Maintenance Engineer - needs to know granular data for the belt and if it has any alerts emergency shutdown (service) machine state (on/off) (property) serial number (property) last maintenance date (property) next scheduled maintenance date(property) power consumption (property) belt speed (property) belt motor temp (property) belt motor rpm (property) error notification (event) auto-generated maintenance requests (subscription) Operator - needs to know if the belt is working as intended belt speed (property) alert status (event) Production Manager - wants access to the data the Operator can see but otherwise has no new requirements   Robotic Arm   The robotic arm has 3 axes of rotation as well as a clamp hand. Maintenance Engineer - needs to know granular data for the arm and if it has any alerts time since last pickup (property): how long it has been since the last part was picked up by this hand? product count (property): how many products the hand has completed emergency shutdown (service) machine state (on/off) (property) serial number (property) last maintenance date (property) next scheduled maintenance date (property) power consumption (property) arm rotation axis 1 (property) arm rotation axis 2 (property) arm rotation axis 3 (property) clamp pressure (property) clamp status (open/closed) (property) error notification (event) 15.auto-generated maintenance requests (subscription) Operator - needs to know if the robotic arm is working as intended clamp status (open/closed) (property) error notification (event) product count (property): How many products has the hand completed? Production Manager - wants access to the data the Operator can see but otherwise has no new requirements   Pneumatic Gate   The pneumatic gate has two states, open and closed. Maintenance Engineer - needs to know granular data for the gate and if it has any alerts emergency shutdown (service) machine state (on/off) (property) serial number (property) last maintenance date (property) next scheduled maintenance date (property) power consumption (property) gate status (open/closed) (property) error notification (event) auto-generated maintenance requests (subscription) Operator - needs to know if the pneumatic gate is working as intended. gate status (open/closed) (property) error notification (event) The Production Manager wants access to the data the Operator can see but otherwise has no new requirements   Quality Control Camera   The QC camera uses visual checks to make sure a product has been constructed properly. Maintenance Engineer - needs to know granular data for the camera and if it has any alerts machine state (property): on/off serial number (property) last maintenance date (property) next scheduled maintenance date (property) power consumption (property) current product quality reading (property) images being read (property) settings for production quality assessment (property) error notification (event) auto-generated maintenance requests (subscription) product count (property): how many products the camera has seen Operator - needs to keep track of the quality check results and if there are any problems with the camera setup settings for production quality assessment (property) error notification (event) bad quality flag (event) product count (property): how many products the camera has seen Production Manager - wants access to the data the Operator can see but otherwise has no new requirements   Maintenance Request System Connector   Determining the data needed from the Maintenance Request System is more complex than from the physical components, as it will be much more actively used by all of our users. It is important to note that the required functionality already exists in our system as is, but it needs bridges created to connect it to a centralized system. Maintenance Engineer - needs to receive and update maintenance requests maintenance engineer credentials (property): authentication with the maintenance system endpoint configuration for connecting to the system (property) get unfiltered list of maintenance requests (service) update description of maintenance request (service) close maintenance request (service) Operator - needs to create and track maintenance requests operator credentials (property): authentication with the maintenance system endpoint configuration for connecting to the system (property) create maintenance request (service) get filtered list of maintenance requests for this operator (service) Production Manager - needs to monitor the entire system - both the creation and tracking of maintenance requests; needs to prioritize maintenance requests to keep operations flowing smoothly production manager credentials (property): authentication with the maintenance system endpoint configuration for connecting to the system (property) create maintenance request (service) get unfiltered list of maintenance requests (service) update priority of maintenance request (service)   Production Order System Connector   Working with the Production Order System is also more complex than the physical components of the lines, as it will be more actively used by two of the three users. It is important to note that the required functionality already exists in our existing production order system as is, but it needs bridges created to connect to a centralized system. Maintenance Engineer - will not need to know anything about production orders, as it is outside the scope of their job needs Operator - needs to know which production orders have been set up for the line, and needs to mark orders as started or completed operator credentials (property): authentication with the production order system endpoint configuration for connecting to the system (property) mark themselves as working a specific production line (service) get a list of filtered production orders for their line (service) update production orders as started/completed (service) Production Manager - needs to view the status of all production orders and who is working on which line production manager credentials (property): authentication with the production order system endpoint configuration for connecting to the system (property) get a list of production lines with who is working them (service) get the list of production orders with filtering options (service) create new production orders (service) update existing production orders for quantity, and priority (service) assign a production order to a production line (service) delete production orders (service)   Step 5: Data Sources – Thing-Component Matrix     Now that you have identified the Components necessary to build your solution (as well as the Things involved in enabling said Components), you are almost ready to create your Data Model design. Before moving onto the design, however, it is very helpful to get a good picture of how these Components interact with different parts of your solution. To do that, we recommend using a Thing-Component Matrix. A Thing-Component Matrix is a grid in which you will list Things in rows and Components in columns. This allows you to identify where there are overlaps between Components. From there, you can break those Components down into reusable Groups. Really, all you're doing in this step is taking the list of individual Things and their corresponding Components and organizing them. Instead of thinking of each item's individually-required functionality, you are now thinking of how those Components might interact and/or be reused across multiple Things.   Sample Thing-Component Matrix   As a generic example, look at the chart presented here.   You have a series of Things down the rows, while there are a series of Components (i.e. Properties, Services, Events, and Subscriptions) in the columns. This allows you to logically visually identify how some of those Components are common across multiple Things (which is very important in determining our recommendations for when to use Thing Templates vs. Thing Shapes vs. directly-instantiated Things). If we were to apply this idea to our Smart Factory example, we would create two sections of our Thing-Component Matrix, i.e. the Overlapping versus Unique Components. NOTE: It is not necessary to divide your Thing Component Matrix between Overlapping vs Unique if you don't wish to do so. It is done here largely for the sake of readability.   Overlapping Matrix   This matrix represents all the overlapping Components that are shared by multiple types of Things in our system:   Unique Matrix   This matrix represents the Components unique to each type of Thing:     Step 6: Model Breakdown         Breaking down your use case into a Data Model is the most important part of the design process for ThingWorx. It creates the basis for which every other aspect of your solution is overlaid. To do it effectively, we will use a multi-step approach. This will allow us to identify parts we can group and separate, leading to a more modular design.   Entity Relationship Diagram   To standardize the represention of Data Models, it is important to have a unified view of what a representation might look like. For this example, we have developed an Entity Relationship Diagram schematic used for Data Model representation. We will use this representation to examine how to build a Data Model.   Breakdown Process   ThingWorx recommends following an orderly system when building the specifics of your Data Model. You've examined your users and their needs. You've determined the real-world objects and systems you want to model. You've broken down those real-world items by their Component functionality. Now, you will follow these steps to build a specific Data Model for your application. Step Description 1 Prioritize the Groups of Components from your Thing-Component Matrix by each Group's Component quantity. 2 Create a base Thing Template for the largest group. 3 Iterate over each Group deciding which entity type to create. 4 Validate the design through instantiation. In the next several pages, we'll examine each of these steps in-depth.   Click here to view Part 3 of this guide.   

Design Your Data Model Guide Part 1   Overview   This project will introduce the process of taking your IoT solution from concept to design. Following the steps in this guide, you will create a solution that doesn’t need to be constantly revamped, by creating a comprehensive Data Model before starting to build and test your solution. We will teach you how to utilize a few proposed best practices for designing the ThingWorx Data Model and provide some prescriptive methods to help you generate a high-quality framework that meets your business needs. NOTE: This guide’s content aligns with ThingWorx 9.3. The estimated time to complete ALL 3 parts of this guide is 60 minutes. All content is relevant but there are additional tools and design patterns you should be aware of. Please go to this link for more details.    Step 1: Data Model Methodology   We will start by outlining the overall process for the proposed Data Model Methodology.       Step Description 1 User Stories Identify who will use the application and what information they need. By approaching the design from a User perspective, you should be able to identify what elements are necessary for your system. 2 Data Sources Identify the real-world objects or systems which you are trying to model. To create a solid design, you need to identify what the “things” are in your system and what data or functionality they expose. 3 Model Breakdown Compose a representative model of modular components to enable uniformity and reuse of functionality wherever possible. Break down user requirements and data, identifying how the system will be modeled in Foundation. 4 Data Strategy Identify the sources of data, then evaluate how many different types of data you will have, what they are, and how your data should be stored. From that, you may determine the data types and data storage requirements. 5 Business Logic Strategy Examine the functional needs, and map them to your design for proper business logic implementation. Determine the business logic as a strategic flow of data, and make sure everything in your design fits together in logical chunks. 6 User Access Strategy Identify each user's access and permission levels for your application. Before you start building anything, it is important to understand the strategy behind user access. Who can see or do what? And why? NOTE: Due to the length of this subject, the ThingWorx Data Model Methodology has been divided into multiple parts. This guide focuses on the first three steps = User Stories, Data Sources, and Model Breakdown. Guides covering the last three steps are linked in the final Next Steps page.    Step 2: User Stories     With a user-based approach to design, you identify requirements for users at the outset of the process. This increases the likelihood of user satisfaction with the result. Utilizing this methodology, you consider each type of user that will be accessing your application and determine their requirements according to each of the following two categories: Category Requirement Details Functionality Determine what the user needs to do. This will define what kind of Services and Subscriptions will need to be in the system and which data elements and Properties must be gathered from the connected Things. Information What information do they need? Examine the functional requirements of the user to identify which pieces of information the users need to know in order to accomplish their responsibilities.   Factory Example   Let’s revisit our Smart Factory example scenario. The first step of the User Story phase of the design process is to identify the potential users of your system. In this example scenario, we have defined three different types of users for our solution: Maintenance Operations Management Each of these users will have a different role in the system. Therefore, they will have different functional and informational needs.   Maintenance   It is the maintenance engineer’s job to keep machines up and running so that the operator can assemble and deliver products. To do this well, they need access to granular data for the machine’s operating status to better understand healthy operation and identify causes of failure. They also need to integrate their maintenance request management system to consolidate their efforts and to create triggers for automatic maintenance requests generated by the connected machines. Required Functionality Get granular data values from all assets Get a list of maintenance requests Update maintenance requests Set triggers for automatic maintenance request generation Automatically create maintenance requests when triggers have been activated Required Information Granular details for each asset to better understand healthy asset behavior Current alert status for each asset When the last maintenance was performed on an asset When the next maintenance is scheduled for an asset Maintenance request for information, including creation date, due date, progress notes   Operations   The operator’s job is to keep the line running and make sure that it’s producing quality products. To do this, operators must keep track of how well their line is running (both in terms of speed and quality). They also need to be able to file maintenance requests when they have issues with the assets on their line. Required Functionality File maintenance request Get quality data from assets on their line Get performance data for the whole line Get a prioritized list of production orders for their line Create maintenance requests Required Information Individual asset performance metrics Full line performance metrics Product quality readings   Management   The production manager oversees the dispatch of production orders and ensures quotas are being met. Managers care about the productivity of all lines and the status of maintenance requests. Required Functional Create production orders Update production orders Cancel production orders Access line productivity data Elevate maintenance request priority Required Information Production line productivity levels (OEE) List of open maintenance requests   Step 3: Data Sources – Thing List     Thing List   Once you have identified the users' requirements, you'll need to determine what parts of your system must be connected. These will be the Things in your solution. Keep in mind that a Thing can represent many different types of connected endpoints. Here are some examples of possible Things in your system: Devices deployed in the field with direct connectivity or gateway-connectivity to Foundation Devices deployed in the field through third-party device clouds Remote databases Connections to external business systems (e.g., Salesforce.com, Weather.com, etc.)   Factory Example   In our Smart Factory example, we have already identified the users of the system and listed requirements for each of those users. The next step is to identify the Things in our solution. In our example, we are running a factory floor with multiple identical production lines. Each of these lines has multiple different devices associated with it. Let’s consider each of those items to be a connected Thing. Things in each line: Conveyor belt x 2 Pneumatic gate Robotic Arm Quality Check Camera Let's also assume we already have both a Maintenance Request System and a Production Order System that are in use today. To add this to our solution, we want to build a connector between Foundation and the existing system. These connectors will be Things as well. Internal system connection Thing for Production Order System Internal system connection Thing for Maintenance Request System NOTE: It is entirely possible to have scenarios in which you want to examine more granular-level details of your assets. For example, the arm and the hand of the assembly robot could be represented separately. There are endless possibilities, but for simplicity's sake, we will keep the list shorter and more high-level. Keep in mind that you can be as detailed as needed for this and future iterations of your solution. However, being too granular could potentially create unnecessary complexity and data overload.    Click here to view Part 2 of this guide.

Create Custom Business Logic    Overview   This project will introduce you to creating your first ThingWorx Business Rules Engine.   Following the steps in this guide, you will know how to create your business rules engine and have an idea of how you might want to develop your own. We will teach you how to use your data model with Services, Events, and Subscriptions to establish a rules engine within the ThingWorx platform.   NOTE: This guide's content aligns with ThingWorx 9.3. The estimated time to complete this guide is 60 minutes.    Step 1: Completed Example   Download the attached, completed files for this tutorial: BusinessLogicEntities.xml.   The BusinessLogicEntities.xml file contains a completed example of a Business Rules Engine. Utilize this file to see a finished example and return to it as a reference if you become stuck during this guide and need some extra help or clarification. Keep in mind, this download uses the exact names for entities used in this tutorial. If you would like to import this example and also create entities on your own, change the names of the entities you create.   Step 2: Rules Engine Introduction   Before implementing a business rule engine from scratch, there are a number of questions that should first be answered. There are times in which a business rule engine is necessary, and times when the work can be down all within regular application coding.   When to Create a Rules Engine: When there are logic changes that will often occur within the application. This can be decisions on how to do billing based on the state or how machines in factories should operate based on a release. When business analysts are directly involved in the development or utilization of the application. In general, these roles are often non-technical, but being involved with the application directly will mean the need for a way to make changes. When a problem is highly complex and no obvious algorithm can be created for the solution. This often covered scenarios in which an algorithm might not be the best option, but a set of conditions will suffice.   Advantages of a Rules Engine The key reward is having an outlet to express solutions to difficult problems than can be easily verifiable. A consolidated knowledge base for how a part of a system works and a possible source of documentation. This source of information provides people with varying levels of technical skill to all have insight into a business model.   Business Logic with ThingWorx Core Platform: A centralized location for development, data management, versioning, tagging, and utilization of third party applications. The ability to create the rules engine within the ThingWorx platform and outside of ThingWorx platform. Being that the rules engine can be created outside of the ThingWorx platform, third party rules engines can be used. The ThingWorx platform provides customizable security and provided services that can decrease the time in development.     Step 3: Establish Rules   In order to design a business rules engine and establish rules before starting the development phase, you must capture requirements and designate rule characteristics.   Capture Requirements The first step to building a business rules engine is to understand the needs of the system and capture the rules necessary for success.   Brainstorm and discuss the conditions that will be covered within the rules engine Construct a precise list Identify exact rules and tie them to specific business requirements.   Each business rule and set of conditions within the business rule will need to be independent of other business rules. When there are several scenarios involved, it is best to create multiple rules – one handling each. When business rules are related to similar scenarios, the best methodology is to group the rules into categories.   Category Description Decision Rules Set of conditions regarding business choices Validation Rules Set of conditions regarding data verifications Generation Rules Set of conditions used for data object creation in the system Calculation Rules Set of conditions that handle data input utilized for computing values or assessments   Designate Rule Characteristics Characteristics for the rules include, but are not limited to: Naming conventions/identifiers Rule grouping Rule definition/description Priority Actions that take place in each rule.   After this is completed, you will be ready to tie business requirements to business rules, and those directly to creating your business rules engine within the platform.   Rules Translation to ThingWorx There are different methods for how the one to one connections can be made between rules and ThingWorx. The simplified method below shows one way that all of this can be done within the ThingWorx platform:   Characteristic  ThingWorx Aspect Rule name/identifier Service Name Ruleset  Thing/ThingTemplate Rule definition  Service Implementation Rule conditions Service Implementation Rule actions Service Implementation Data management DataTables/Streams   Much of the rule implementation is handled by ThingWorx Services using JavaScript. This allows for direct access to data, other provided Services, and a central location for all information pertaining to a set of rules. The design provided above also allows for easier testing and security management.   Step 4: Scenario Business Rule Engine    An important aspect to think about before implementing your business rules engine, is how the Service implementation will flow.   Will you have a singular entry path for the entire rules engine? Or will you have several entries based on what is being requested of it? Will you have create only Services to handle each path? Or will you create Events and Subscriptions (Triggers and Listeners) in addition to Services to split the workload?   Based on how you answer those questions, dictates how you will need to break up your implementation. The business rules for the delivery truck scenario are below. Think about how you would break down this implementation.   High Level Flow 1 Customer makes an order with a Company (Merchant). 1.A Customer to Merchant order information is created. 2 The Merchant creates an order with our delivery company, PTCDelivers. 2.A Merchant order information is populated. 2.B Merchant sets delivery speed requested. 2.C Merchant sets customer information for the delivery. 3 The package is added to a vehicle owned by PTCDelivers. 4 The vehicle makes the delivery to the merchant's customer.   Lower Level: Vehicles 1 Package is loaded onto vehicle 1.i Based on the speed selected, add to a truck or plane. 1.ii Ground speed option is a truck. 1.iii Air and Expedited speed options are based on planes usage and trucks when needed. 2 Delivery system handles the deliveries of packages 3 Delivery system finds the best vehicle option for delivery 4 An airplane or truck can be fitted with a limited number of packages.   Lower Level: Delivery 1 Delivery speed is set by the customer and passed on to PTCDelivers. 2 Delivery pricing is set based on a simple formula of (Speed Multiplier * Weight) + $1 (Flat Fee). 2.i Ground arrives in 7 days. The ground speed multiplier is $2. 2.ii Air arrives in 4 days. The air speed multiplier is $8. 2.iii Expedited arrives in 1 day. The expedited speed multiplier is $16. 3 Deliveries can be prioritized based on a number of outside variables. 4 Deliveries can be prioritized based on a number of outside variables. 5 Bulk rate pricing can be implemented.   How would you implement this logic and add in your own business logic for added profits? Logic such as finding the appropriate vehicle to make a delivery can be handled by regular Services. Bulk rates, prioritizing merchants and packages, delivery pricing, and how orders are handled would fall under Business Logic. The MerchantThingTemplate Thing contains a DataChange Subscription for it's list of orders. This Subscription triggers an Event in the PTCDelivers Thing.   The PTCDelivers Thing contains an Event for new orders coming in and a Subscription for adding orders and merchants to their respective DataTables. This Subscription can be seen as the entry point for this scenario. Nevertheless, you can create a follow-up Service to handle your business logic. We have created the PTCDeliversBusinessLogic to house your business rules engine.   Step 5: Scenario Data Model Breakdown   This guide will not go into detail of the data model of the application, but here is a high level view of the roles played within the application.   Thing Shapes ClientThingShape Shape used to represent the various types of clients the business faces (merchants/customers). VehicleThingShape Shape used to represent different forms of transportation throughout the system.   Templates PlaneThingTemplate Template used to construct all representations of a delivery plane. TruckThingTemplate Template used to construct all representations of a delivery truck. MerchantThingTemplate Template used to construct all representations of a merchant where goods are purchased from. CustomerThingTemplate Template used to construct all representations of a customer who purchases goods.   Things/Systems PTCDeliversBusinessLogic This Thing will hold a majority of the business rule implementation and convenience services. PTCDelivers A Thing that will provide helper functions in the application.   DataShapes PackageDeliveryDataShape DataShape used with the package delivery event. Will provide necessary information about deliveries. PackageDataShape DataShape used for processing a package. OrderDataShape DataShape used for processing customer orders. MerchantOrderDataShape DataShape used for processing merchant orders. MerchantDataShape DataShape used for tracking merchants.   DataTables OrdersDatabase DataTable used to store all orders made with customers. MerchantDatabase DataTable used to store all information for merchants.     Step 6: Next Steps   Congratulations! You've successfully completed the Create Custom Business Logic guide, and learned how to: Create business logic for IoT with resources provided in the ThingWorx platform Utilize the ThingWorx Edge SDK platforms with a pre-established business rule engine   We hope you found this guide useful.    The next guide in the Design and Implement Data Models to Enable Predictive Analytics learning path is Implement Services, Events, and Subscriptions.