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Download and Install Open Automation Software and Start the OAS Service

If you have not already done so, you will need to download and install the OAS platform.  Fully functional trial versions of the software are available for Windows, Windows IoT Core, Linux, Raspberry Pi and Docker on our downloads page.

On Windows run the downloaded Setup.exe file to install one or more of the Open Automation Software features. Select the default Typical installation if you are not sure what features to use or the Custom installation if you want to save disk space on the target system.  When prompted agree to the End User License Agreement to continue the installation.

For more detailed instructions and video tutorials, visit the installation guide for your system:
Windows Installation | Linux Installation | Raspberry Pi Installation | Dockers Installation

The OAS Service Control application will appear when the installation finishes on Windows.  Use this application to start the 3 Services. Run the Configure OAS application on Windows and select Configure-Tags; if the first time running, the AdminCreate utility will run to create an Administrator login as shown in Step 1 of Getting Started – Security.

Configure Your MQTT Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that MQTT is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see MQTT available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select MQTT from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with a MQTT Data Source.

  7. Enter the IP Address of the broker. The default port is 1883.

  8. Enter the User Name and Password if required.

  9. Set the Keep Alive Time. The default is 60 Seconds.

  10. Set the Reconnect Time. The default 10 Seconds. If the connection to the broker is lost the Reconnect Time determines how long to wait before attempting to reconnect.

For more detailed instructions on configuring your MQTT data source, click here to see our Getting Started MQTT tutorial or watch the video tutorial below:

Configure Your Modbus Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that Modbus is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see Modbus available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select Modbus from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with a Modbus Data Source.

  7. Specify the Connection as Ethernet or Serial.

  8. Specify the Modbus Type as Master or Slave. Master will be used when communicating to a Modbus device. Slave will be used when other Modbus masters will be communicating to OAS.

  9. When setting up a Slave interface over Ethernet set the IP Address to the computer IPv4 IP address or network node name if the master is on a remote PC. You can also use 127.0.0.1 or localhost if the Modbus master will be on the same computer.

For more detailed instructions on configuring your Modbus data source, click here to see our Getting Started Modbus tutorial or watch the video tutorial below:

Configure Your MTConnect Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that MTConnect is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see MTConnect available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select MTConnect from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with a MTConnect Data Source.

  7. Leave Enable and Add Tags Automatically enabled.

  8. Specify the Live Data Url for the MTConnect stream.

  9. Click the Add Driver button above the Driver list in the left pane to add the Driver Interface as an available selection when defining Tags in the next step.

For more detailed instructions on configuring your MTConnect data source, click here to see our Getting Started MTConnect tutorial or watch the video tutorial below:

Configure Your AWS IoT Gateway Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that AWS IoT is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see AWS IoT available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select AWS IoT Gateway from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with an AWS IoT Data Source.

  7. Define the properties for the desired physical connection.

  8. Click the Add Driver button above the Driver list in the left pane to add the Driver Interface as an available selection when defining Tags in the next step.

For more detailed instructions on configuring your AWS IoT Gateway data source, click here to see our Getting Started AWS IoT Gateway tutorial.

Configure Your Azure IoT Hub Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that Azure IoT is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see Azure IoT available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select Azure IoT from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with an Azure IoT Data Source.

  7. Enter the Azure IoT Device ID you want to use.

  8. Enter the Azure IoT Connection.

  9. Enter the Azure IoT Hub URL.

  10. Select the preferred Azure IoT Transport. Typically it is AMQP.

  11. Click the Add Driver button above the Driver list in the left pane to add the Driver Interface as an available selection when defining Tags in the next step.

For more detailed instructions on configuring your Azure IoT data source, visit our Getting Started Azure Iot Data Hub tutorial or watch the video tutorial below:

Configure Your OPC UA Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that OPC UA is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see OPC UA available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select OPC UA from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with a OPC UA Data Source.

  7. Define the properties for the desired physical connection.

  8. Click the Add Driver button above the Driver list in the left pane to add the Driver Interface as an available selection when defining Tags in the next step.

For more detailed instructions on configuring your OPC DA data source, click here to see our Getting Started OPC UA tutorial.

Configure Your Siemens Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that Siemens is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see Siemens available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select Siemens from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with a Siemens Data Source.

  7. Define the properties for the desired physical connection.

  8. Click the Add Driver button above the Driver list in the left pane to add the Driver Interface as an available selection when defining Tags in the next step.

For more detailed instructions on configuring your Siemens data source, click here to see our Getting Started Siemens tutorial.

Configure Your Allen Bradley Data Source

  1. First, you will need to open the Configure OAS application from the program group Open Automation Software.

  2. Select Configure >> License from the top menu and verify that Allen Bradley is one of the available Drivers in the lower left of the form. The demo license will have this by default. If you do not see Allen Bradley available, contact support@openautomationsoftware.com to update your license.

  3. Select Configure >> Drivers from the top menu.


  4. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  5. The Configure Drivers Screen will appear. Select either AB Classic for MicroLogix, SLC 500, and PLC-5 or AB Logic for ControlLogix, CompactLogix, GuardLogix, and Micro800 from the Driver dropdown box.


  6. Enter a meaningful Driver Interface Name that you will refer to this physical connection when defining Tags with an Allen Bradley Data Source.

  7. Define the properties for the desired physical connection.

  8. Click the Add Driver button above the Driver list in the left pane to add the Driver Interface as an available selection when defining Tags in the next step.

For more detailed instructions on configuring your Allen Bradley data source, click here to see our Getting Started Allen Bradley tutorial.

Configure Your Tags

OAS provides multiple ways to add and define tags:

To add a Tag manually:

  1. In the OAS Configure Application, select Configure >> Tags from the top menu.


  2. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  3. Click on the Add Tag button located at the top of the Tag browser on the left portion of the screen.


  4. A dialog box will appear. Enter a name for your new tag and click ok.

  5. A configuration screen will appear for your new tag. Select your data source type in in the Data Source dropdown box.


  6. Specify the correct data type in the Data Type dropdown box.

  7. Click Apply Changes at the bottom right of the window.

For more detailed instructions on configuring your tags, click here to see our Getting Started Tags tutorial.

Configure OPC Server Tags

OAS provides multiple ways to add and define tags:

To add a Tag manually:

  1. In the OAS Configure Application, select Configure >> Tags from the top menu.


  2. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  3. Click on the Add Tag button located at the top of the Tag browser on the left portion of the screen.


  4. A dialog box will appear. Enter a name for your new tag and click ok.

  5. A configuration screen will appear for your new tag. Select OPC in the Data Source dropdown box.


  6. Use the Browse button to the right of the OPC Item to browse OPC Servers for the desired OPC Item.


  7. Select Local, the desired OPC Server, branch within the OPC Server, and OPC Item and click OK.


  8. Specify the desired OPC Update Rate for the Tag.

  9. Click Apply Changes at the bottom right of the window.

To add Tags with One Click OPC:

  1. In the OAS Configure Application, select Configure >> Tags from the top menu.


  2. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  3. To begin the One Click OPC process select the Group you would like to import to in the Tag configuration. If you want to import to the Root Level, select the Tags Group at the top of the tree. Then select the One Click Import button on the top menu bar.


  4. Click on the Import OPC DA 2.XX or 3.0 Items Button in the pop up window.


  5. Use the One Click OPC Wizard to browse for a branch as a starting position within an OPC Server or just select the OPC Server name itself to add all items from the selected OPC Server. For the best networking design select OPC Servers from Local even if you are configuring a remote OAS Service.


  6. Select to enable the options to Get Data Type from OPC Server and optionally the Descriptions. Additionally if you want to specify to Trend all of the points select Trend Points.

  7. Click Add Tags and it will automatically add all of the OPC Items from the OPC Server Branch you have selected and all of the sub Branches beneath it.

  8. Select the Save button on the toolbar at the top.

For more detailed instructions on Configuring OPC Server Tags, visit our Getting Started OPC tutorial or the One Click OPC tutorial or watch the video tutorial below:

Configure Data Logging

  1. In the OAS Configure Application, select Configure >> Data Logging from the top menu.


  2. Select localhost or the remote service you wish to log data from with the Select button to the right of the Network Node list.


  3. A Logging Group screen will appear.


  4. In the Common Tab, you will determine your table format and type of logging you wish to implement.

  5. In the Tags Tab, you will select the tags you wish to log.

  6. In the Database Tab, you will select what type of database you will be logging to and enter the connection parameters. OAS can log to SQL Server, Oracle, Access, PostgreSQL, Cassandra, MongoDB, MariaDB, SQLite, InfluxDB, and MySQL.

  7. If you wish to log to CSV, you would configure that in the CVS Logging tab.

For more detailed instructions on Configuring Data Logging, visit our Getting Started Data Logging tutorial or watch the video tutorial below:

Configure Data Logging for CSV

  1. In the OAS Configure Application, select Configure >> Data Logging from the top menu.


  2. Select localhost or the remote service you wish to log data from with the Select button to the right of the Network Node list.


  3. A Logging Group screen will appear.


  4. Give your Logging Group a name that is meaningful to you.

  5. In the Common tab, you will determine your table format and type of logging you wish to implement.

  6. In the Tags tab, you will select the tags you wish to log.

  7. If you want to log to a database such as SQL Server, use the Database tab.

  8. To log to CSV, use the CVS Logging tab.


  9. Specify the Path where you would like your file to be created.

  10. Enter a file name in the File Name field.

  11. Once you have all of the tabs configured, click Add Group in the left panel to add your logging group to the service.

For more detailed instructions on Configuring Data Logging, visit our Getting Started Data Logging tutorial or watch the video tutorial below:

  • 00:00 – Introduction
  • 01:30 – Getting Started
  • 03:00 – Continuous Logging
  • 04:15 – SQL Server
  • 06:25 – Save Changes
  • 07:00 – Continuous Narrow Logging
  • 09:30 – Event Driven
  • 11:20 – Handshake Confirmation
  • 12:45 – High Speed Logging
  • 15:00 – Log to Stored Procedure
  • 15:25 – Triggers
  • 16:30 – Event Narrow Logging
  • 18:00 – Timestamps
  • 20:30 – Snapshot Logging
  • 21:45 – Specific Time of Day Logging
  • 22:50 – Data Change Row Logging
  • 25:15 – Data Change Narrow Logging
  • 26:45 – Networking
  • 31:55 – Store and Forward
  • 37:30 – Disable Store and Forward
  • 40:15 – Update Records
  • 40:50 – Dynamic Server, Database, and Table
  • 41:10 – Automatic Deletion
  • 41:40 – CSV File Logging
  • 45:30 – Programmatic Interface
  • 46:45 – CSV Export / Import
  • 48:20 – One Click Automation
  • 52:20 – Transaction Logging
  • 54:25 – System Errors
  • 56:00 – Contact Us
  • 56:50 – Read Database Data

Configure Alarm Limits

  1. In the OAS Configure Application, select Configure >> Tags from the top menu.


  2. Select localhost or the remote service you wish to modify with the Select button to the right of the Network Node list.


  3. Select the tag you wish to set alarm limits for from the tag browser on the left.

  4. Use the tabs at the top of the tag properties window to configure alarm limits for your tag based on type: High High, High, Low, Low Low, Digital and Rate of Change.


  5. Check the Enable Alarm checkbox to enabling your alarm limit; alternately, you can use he Enable with Tag…checkbox.


  6. Set your Alarm Limit Source with the dropdown box. If you choose Value, enter the value in the provided text field.

  7. When you have finished configuring your alarm limits, click Apply Changes in the bottom right of the properties window.

For More detailed instructions on Configuring Alarm Limits, visit our Alarm Limits tutorial or watch the video below:

Configure Alarm Logging

  1. In the OAS Configure Application, select Configure >> Alarm Logging from the top menu.


  2. Select localhost or the remote service you wish to log alarms from with the Select button to the right of the Network Node list.


  3. A Logging Group screen will appear.


  4. In the Common tab, check the Logging Active checkbox to enable your group. Alternately, you can activate logging with a tag by checking that box.

  5. Use the Filters tab to select which alarms you wish to log with your group. Filtering can be done by alarm state, alarm limit, priority, groups and alarm type.

  6. In the Database tab, you will select what type of database you will be logging to and enter the connection parameters. OAS can log to SQL Server, Oracle, Access, PostgreSQL, Cassandra, MongoDB, MariaDB, SQLite, InfluxDB, and MySQL.

  7. If you wish to log to CSV, you would configure that in the CVS Logging tab.

  8. When you have finished configuring your logging group, click Add Group in the left panel to add your new group to the service.

For more detailed instructions on Configuring Alarm Logging, visit our Getting Started – Alarm Logging tutorial or watch the video below:

Configure Alarm Notifications

  1. In the OAS Configure Application, select Configure >> Alarm Notification from the top menu.


  2. Select localhost or the remote service you wish to log alarms from with the Select button to the right of the Network Node list.


  3. A Notifcation Group screen will appear. Give your group a meaningful name in the Notification Group Name box.

  4. In the Common tab, check Notification Active to activate your group. Alternately, check Enable Notification with Tag… and choose a tag with the Browse button that appears.

  5. Use the Filters tab to select which types of alarms you want in this group. Alarms can be filtered based on Alarm Priority, Alarm Groups, and Alarm Types.

  6. Use the Email tab to configure alarm notification via email.

  7. Use the SMS tab to configure alarm notification via text. You will need to create an account with Twilio (www.twilio.com) to handle SMS/Voice notifactions.

  8. Once you have finished configuring your notification group, click the Add Group button in the left panel to add your new group.

For more detailed instructions on Configuring Alarm Notifications, visit our Getting Started – Alarm Notification tutorial or watch the video below:

Configure the Target Tab of the Source Tags

  1. Select one of your source tags.

  2. Select it’s Target tab.


  3. Enable Write to Target

  4. Select the Target Type (Tag, OPC, Azure IoT, Azure IoT Edge, or MQTT) from the dropdown.

  5. Select the destination for the value to be sent. If Tag is selected then select Browse and select the desired tag from the localhost system or optionally a remote system for transfer over a network.



    Local: TagName.Value

    Remote: \\192.168.0.1\TagName.Value

    If OPC Item is selected select browse and select the OPC Server and Item



    If Azure IoT is selected then select the Driver Interface.



    If MQTT is selected then select the Driver Interface and Topic.




  6. Enter the desired float value Deadband field. Enter 0 for no deadband.

  7. If you want to specify a desired update frequency for the target check Write Continuously and enter the desired frequency. If Write Contentiously is unchecked the the target will be updated every time the source tag changes.

  8. Click the Apply Changes button to save your changes.

  9. Repeat this step for each tag that you want to transfer data from. This can also be done in bulk with CSV Import/Export or programatically.

For more detailed instructions on Configuring Data Route functionality, visit our Getting Started – Data Route tutorial or watch the videos below:

Multiple Tag Transfer

Tag to Tag Transfer

IoT Publish