Step by step Setup Guide

  1. To access your
    FactoryTalk® Optix
    application you must access FactoryTalk Hub first. To access FactoryTalk Hub, you must Create your MyRockwellAutomation account.
  2. To use
    FactoryTalk® Optix
    , you must belong to a
    FactoryTalk® Hub
    organization. See Join or create a FactoryTalk Hub organization.
    TIP: A company is typically associated with an organization that company users can join. All of the entitlements activated for a company are allocated to the organization.
  3. Configure your
    FactoryTalk® Optix
    Studio:
    1. Start your configuration with the Initial settings on the
      FactoryTalk® Optix
      Landing page.
    2. To download your locally installed FactoryTalk Optix Studio or access your cloud-enabled
      FactoryTalk® Optix
      Studio, see FactoryTalk Optix Studio.
  4. (optional) Set up a
    FactoryTalk® Optix
    Pro entitlement:
    IMPORTANT:
    FactoryTalk® Optix
    Studio Pro entitlements are assigned to specific users, whereas
    FactoryTalk® Optix
    Runtime entitlements are assigned to a specific Runtime device.
  5. Start FactoryTalk Optix Studio Pro and log in using your MyRockwellAutomation account.
  6. Select the Organization that you previously associated with your account and for which you purchased an entitlement.
  7. Set up a Runtime entitlement:
    1. Calculate the size of your Runtime by using the Runtime Sizing calculator.
    2. Access the Entitlements Landing page section to purchase, allocate and activate a Runtime entitlement as described in the FactoryTalk Optix Runtime setup section.
  8. Once you have created your application, use the Device Sizing calculator to identify the optimal device to run your
    FactoryTalk® Optix
    application.
    TIP: To create your application, refer to the Basic concepts and Tutorials sections of the FactoryTalk Optix Help.
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