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, refer to 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 your 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 at the top right, toggle your preferred theme: light or dark.

  4. Select the desired type of installation. The components associated with that type of installation are automatically selected on the Advanced tab.

    • 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 all 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.

    You can combine these types of installation by clicking multiple options. To unselect a selected type of installation, click the button again.

    The Data Broker and the full GENESIS installation types are mutually exclusive with the remaining options. Selecting Data Broker or GENESIS cancels any previous selections, and vice versa.

  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. To view a brief description of a component, hover over the component's name. This is an advanced option, so we recommend using it with caution.

      If some components (such as Configure System Utility and FrameWorX) are greyed out and the checkboxes are inactive, it is because these components are required for the selected type of installation.

  6. On the License tab, review the license agreement, and then 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 have kept the databases, no configuration is required; 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.

    • After installing the Client setup, Workbench opens in demo mode. Continue with activating the license.

    • After installing GraphWorX only, the FrameWorX™ Location Utility opens to set up the connection to the FrameWorX server. Learn more

    The Data Broker setup does not have a configuration, so there is no Launch button on the final installation screen. Click Close and continue with activating the license.