Installing GENESIS

After you perform the required preparatory tasks and obtain the necessary access credentials, you are ready to install GENESIS version 11. This topic describes the installation using the standard GENESIS installer.

If you prefer installing GENESIS in the background using a command prompt, see Performing a Silent Installation.

To install GENESIS:

  1. Log in to Windows as a local administrator.
  2. Start the GENESIS installer. Do one of the following based on the installation package.

    • Open the installation file and double-click GENESIS_Setup.exe. If a Windows dialog appears, click Yes.
    • Insert the installation DVD and wait for the installation process to automatically start. If a Windows dialog appears, click Yes.
  3. (Optional) On the Home screen on the top right, toggle your preferred theme, light or dark.

  4. Select the desired type of installation. You can select multiple items as needed.

    • GENESIS: 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.

      To install the local Help, select the Help checkbox in the next step.

    • 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.
  5. (Optional) Customize the installation settings on the Advanced tab.

    • In the Install Location field, click Browse and navigate to the folder where you want to install GENESIS.

      The default location is C:\Program Files\ICONICS.

    • In the Components section, select the checkbox next to each additional component that you want to install, such as the local Help, and clear the checkbox next to each component that you do not want to install. This is an advanced option, so we recommend using it with caution.

      To view a brief description of a component, hover over the component's name.

  6. Review the license agreement on the License tab and click Install.
  7. When the installation completes, click Launch to start the initial system configuration (recommended.) If a Windows dialog appears, click Yes.

    The Launch button triggers various actions depending on the type of installation:

    • If any server components are installed, the Configure System utility opens to set up the SQL Server connection, the project database, and server configurations. Learn more

      If you are reinstalling version 11 and you have kept the databases, no configuration is required and Workbench opens in demo mode. Continue with activating the license. If you want to make any configuration changes, open the Configure System utility from the Windows search box.

    • In a client-only installation, Workbench opens in demo mode. Continue with activating the license.

    • In a GraphWorX-only installation, the FrameWorX™ Location Utility opens to set up the connection to the FrameWorX server. Learn more

    There is no Launch button after installing the Data Broker-only setup as it does not have a configuration. In that case, click Close and continue with activating the license.