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This youtube video gives a good overview of the steps involved in the process, he is however working with another machine than we have. But the principles are the same!
READ the Manual 
Software choices:
CAD:
- Siemens NX - high end, windows, possible on mac
- Solidworks - high end,
- Fusion 360 - fully featured, free
- Onshape - fully featured, free, browser based, platform independent!
- FreeCAD
- TinkerCAD
- OpenSCAD
- .
- .
- the list goes on. As long as you end up with a .stl file of your 3D object, you're fine!
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CAN use rotary in fusion, but need to set up the roland post prosessor for this as 3-axis is default-- be aware!! there are bugs with this post-prosesssor when using rotary in fusion!! :
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