Steps to a Successful Installation

Collecting your building's data is easy with Onboard’s Edge Software, which runs on a virtual machine. This guide walks you through the key steps in the installation process.

If you do not have an Onboard account, lets first get you set-up, contact us to begin.

🧾 Pre-Installation Checks

Before installing the software, a little upfront planning goes a long way in ensuring the process is smooth and successful. Lets make sure you have reviewed all the necessary requirements carefully.

Installation Requirements‍

Review the minimum hardware and virtualization requirements for the Edge Software to run reliably.

🔗 View our Installation Requirements

Network & Connectivity Requirements‍

Check-in with your IT team to confirm they can meet the network requirements.

Verify with your Building's technician or BAS front-end to confirm that your BACnet or Modbus devices are accessible.

🔗 View our Network & Connectivity Requirements

🚀 Launch Your Project‍

Once you have reviewed all the requirements and you are ready to connect your building with Onboard, navigate to the Project Launcher in the Onboard APP.

• Start by filling out the basic project details like:
  
  • Building Name & Address
  • Building Type
  • Confirm Data Source: BACnet or Modbus‍
• Confirm All Requirements
  
  • This is where you check off the requirements that you verified above in the pre-installation checks. ‍
• Upload Supporting Documents
  
  • Upload any drawings, schematics, or control schedules that will help during the onboarding process. These documents stay attached to the project for easy reference.
• Need more time to confirm all the details?
  
  • No problem, you can save your project in the Onboard APP and come back to complete it later
• Submit Project
  
  • Submitting the project will generate an OVA file, and you will receive this via email to install onto your building's server to begin data collection.

📥 Installation

Now you are ready to install Onboard’s Edge Software and start discovering and collecting data from all of your devices.

1. Onboard will email you to download the Edge software installation file (OVA file)
   
2. Deploy the OVA file with your VMware environment. For more information on deploying the OVA, see Installing Onboard's Edge Software.
3. Power up the new VM using the VMware deployment wizard. Email support@onboarddata.io to confirm setup
   
   • If you are deploying multiple VMs, please turn on one VM at a time. Check for a confirmation email from Onboard to verify the installation, before turning on the next VM.
   • If using your own procured hardware, ensure it is physically connected to the network via Ethernet cable
4. INSTALL COMPLETE! Onboard's software automatically runs and discovers your data.
5. Check back in a few hours to explore your data in Staging with the AI Modeling Assistant.