Overview – Configure OAS

The Configure OAS application is the primary configuration tool for configuring the OAS platform. It can be used to configure both locally installed and remote OAS instances as long as the remote instance is reachable via a network from the host where Configure OAS is used.

Currently, Configure OAS can only run on a Windows host, however you can use it to configure any OAS instance running on Windows or Linux, as well as Docker or Raspberry Pi.

In this guide you will learn about the Configure OAS application’s main features and screens.

Installation

Configure OAS is installed by default when you install the OAS platform on a Windows host.

Custom Installation

You can also install the Configure OAS application without installing the main OAS services. This can be useful if you have a configuration or maintenance server that users will use to configure remote OAS instances. This is especially useful if you have Linux or Docker installations and you need to configure them using Configure OAS. To achieve this, make sure you select a Custom installation type when installing OAS.

In this example we will only install the Configure OAS application and the Trend and Alarms Dashboard. Both of these applications can connect to remote OAS instances.

Starting Configure OAS

The Configure OAS application can be started from the Windows start menu. You can find it there by searching for Configure OAS or by locating it in the Open Automation Software start menu folder. The icon will look similar to this example.

Local and Remote Configuration

Because the Configure OAS application is a stand-alone application, it can be used to configure any running OAS instance that can be reached either locally on the same host or on the network where the Configure OAS application is installed. If you are connected to the internet, it can even access any publicly accessible OAS instance host as long as you have the IP address or the host name and the OAS services are exposed.

During login and within the OAS instance you have the option to select the Network Node that you want to connect to. The term Network Node simply means the IP or hostname of the local or remote OAS instance that you wish to configure.

In the login dialog window you can provide a Network Node:

When you open a configuration screen, you can also set the Network Node you want to access:

Note that once you login, those credentials will be used for all configuration actions with an OAS instance. This assumes that you have the same username and password configuration on all your network nodes, otherwise you’ll have to login with different credentials and then update the network node.

Main Window

When you launch the Configure OAS application you will see a toolbar and a blank surface below this.

Logged Out State

By default, the Configure OAS application is in a logged out state with no configuration screens open.

Here is an overview of the menu items:

Login

When you access a configuration screen in the Configure menu, Configure OAS will ask you to login. If you have installed OAS for the first time you will be asked to set up a new Admin account password. This will give you full access to Configure OAS. If you are logging in to an existing OAS instance you can use whichever user accounts you have configured for the instance you are configuring. This will depend on your security configuration.

If you have security configured where the Default security group has been restricted and you cancel the login, the configuration screen will still load, but you will see error messages.

Logged In State

After you login, you will see the username that you used to login appear in the toolbar and the Log In menu item will now say Log Off.

Configuration Screens

The Configure OAS configuration screens allow you to configure all of the various OAS platform features. You can access each screen by selecting the screen name from the Configure menu. This menu is organized by OAS features.

Here is a list of available screens and associated Knowledge Base links to help you find more specific information: