Iconics Suite - Installation guide

Iconics Genesis V11 - Installation guide

Info
This article will guide you how to prepare your operating system and database to install Iconics Genesis Version 11.

If you need help with installation of an older version of Iconics, please follow this article instead: https://www.fasupportme.com/portal/en/kb/articles/iconics-suite-installation-guide
Notes
Please note that you will have to have Windows full admin user account to install Iconics properly!

1. Microsoft SQL database

Genesis V11 requires an MSSQL server for the configuration databases to be stored in. It is also recommended to install SQL Server Management Studio as a tool to easily work on your databases.

Alert
If your machine already has MSSQL and SSMS installed, proceed with the configuration described below. If you don't have them yet, skip this chapter and follow chapter 2 and 3 to install Genesis, which will also install these tools automatically, then come back to chapter 1 to finish the settings.

1. 1. Database configuration - SSMS part

To configure your database please start SQL Server Management Studio



Please login to server using your Windows user credentials.
Open context menu on server name and choose Properties.



Go to Security tab and select SQL Server and Windows Authentication mode:



Go to the Security->Logins in server configuration tree and open properties for sa user.
In General tab change password and switch off Enforce password policy option.



Switch to the Status tab.
Switch Permission to connect to database engine to Grant.
Switch Login to Enabled.



1.2. Database configuration - Computer Management part

Right click on the menu start and choose Computer Management



Go to the SQL Server Services and confirm that SQL Server is Running and it's start mode is Automatic.
Also start SQL Server Browser (in case that you would configure Iconics from external Workbench).



Go to the SQL Native Client 11.0 Configuration (32bit) -> Client protocols.
Enable TCP/IP and set port to 1433.



Go to the SQL Server Network Configuration -> Protocols for SQLEXPRESS.
In the Protocol tab Enable TCP/IP and set port to 1433.



Switch to the IP Addresses tab.
Go to IP All category.
For the property TCP Dynamic Ports remove any number - leave it blank (NOT 0)
For the TCP Port set 1433.



Go to the SQL Native Client 11.0 Configuration -> Client protocols.
Enable TCP/IP and set port to 1433.



To enable all changes please restart SQL Server.


2. Windows Firewall PORTs configuration

This configuration gives you possibility to work on server running on PC1 from external station on PC2 using Workbench.

Open the advanced Firewall settings.


2.1. Open PORT 1434 UDP

Go to inbound rules and add new rule



Add PORT rule.



Select the UDP protocol and point port number as 1434



Choose security conditions - allow for connection.



Select types of network for this connection.



Name your new rule and confirm by clicking Close


2.2. Open PORT 1433 TCP

Please add another inbound rule just like one before but for PORT 1433 and for TCP protocol.


3. Genesis V11 installation

Please start GENESIS_Setup application from Genesis V11 installation .ISO

You have several options to choose here:

  • GENESIS (Full Setup): Installs the complete set of available components except for the local Help. If the installer detects that the SQL Server is already installed, it does not install it.

    Info
    To install the local Help, select the Help checkbox in the Advanced tab.

  • Server: Installs only the server-side components, such as FrameWorX™ or Data Historian.
  • Client: Installs only Workbench and GraphWorX™.
  • Highly Distributed Systems: Offers a selection of specialized installation types with preselected components that are needed for the specific feature. Available setups are Alarming , Bridging, Data Broker, Data Connectors, Data Historian, and Web Server.

If you want to test Genesis and you are not sure which option to choose, we recommend the full GENESIS installation.

Switching to Advanced tab lets you select all installation components manually. If you already have SQL Installed, it will be unselected by default. We recommend manual selection only to advanced users.

After choosing your installation option, click Install to begin the installation process.

4. Configuration Wizard

Alert
If your machine already had MSSQL and SSMS installed and you did all steps from chapter 1 of this guide, proceed with the configuration below. If you skipped chapter 1 to install MSSQL and SSMS with Genesis, go back to chapter 1 now, then run the Configuration Wizard after you complete all the steps.
After a successful Genesis installation, Configuration Wizard will help you configure your database and user settings and prepare your first project. To open Configuration Wizard, click the Launch button on the final screen of the installer after the GENESIS installation finishes. If you don't launch the Wizard this way it will open automatically when you start Workbench for the first time.


Click Next to begin your configuration.

First you need to set up your SQL Server connection. If you followed this guide strictly, you can use SQL Security and the sa account:


Then select the databases for your project database (1 database per server; contains information about stored projects) and unified database (1 database per project; a unified database stores server configurations of all installed GENESIS features that use databases). If you don't have existing databases they will be created on your MSSQL server.


Now select the configurations you want to create in your first project and decide if you want them to include samples. The Run On Startup options sets the related point manager services to start automatically when Windows is started.


The last step is to decide if you want to create a security user and set the username and password. It is recommended to do so for increased security.


After clicking Configure your databases will be created and you can start Workbench to work on your project. All settings configured in the Wizard can be later adjusted using Workbench and other Genesis tools.

That's it! You can start using Iconics Genesis Version 11.


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