How To Articles > How to Send OPC Server Alarm Notifications via SMS Text or Email

How to Send OPC Server Alarm Notifications via SMS Text or Email

OPCAlarms-->>Open Automation Software-->>Text or Email

Open Automation Software Tags can be defined to connect to Classic OPC Data Access 2.xx and 3.0 Servers with the built in OPC Interface. This tutorial walks you though downloading and installing OAS, configuring tags from your OPC Server, configuring alarm limits and configuring alarm notifications. Alarms notifications can be sent via e-mail, SMS text or voice to users based on specific filter criteria.

Step 1. Download and Install the 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

When the installation is finished the OAS Service Control application will appear.  Use this application to start the 4 Services. If this is the first time installing the software it will automatically enter Runtime with an example Tag Configuration.


Step 2. 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:


Step 3. 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:


Step 4. 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: