KEPServerEX® V6

Install Guide

Last updated
April, 2018

www.kepware.com 1 ©2018 PTC, Inc. All Rights Reserved.

Table of Contents
1. Installing KEPServerEX V6 on a Clean Machine ................................................................1
2. Upgrading from Version 5 to Version 6 ...............................................................................2
3. Installing Version 6 on a Machine with Existing Licenses ..............................................3
4. Licensing Resources ..................................................................................................................4
5. Changing the Language ...........................................................................................................5
6. Technical Support ......................................................................................................................5

Kepware is a software development business of PTC Inc. located in Portland, Maine. Kepware provides a portfolio of software solutions
to help businesses connect diverse automation devices and software applications and enable the Industrial Internet of Things. From
plant floor to wellsite to windfarm, Kepware serves a wide range of customers in a variety of vertical markets including Manufacturing,
Oil & Gas, Building Automation, Power & Utilities, and more. Established in 1995 and now distributed in more than 100 countries,
Kepware’s software solutions help thousands of businesses improve operations and decision making.

© 2018, PTC Inc. (PTC). All rights reserved. Information described herein is furnished for informational use only, is subject to change
without notice, and should not be taken as a guarantee, commitment, or offer by PTC. PTC, the PTC logo, and all PTC product names and
logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and other countries. All other product
or company names are property of their respective owners. The timing of any product release, including any features or functionality, is
subject to change at PTC’s discretion.

www.kepware.com 2 ©2018 PTC, Inc. All Rights Reserved.

 This document is a guide for installing and licensing KEPServerEX V6. There are three different
installation scenarios based on the machine history.

1. Installing KEPServerEX V6 on a Clean Machine

This scenario is applicable for users who do not have KEPServerEX V5 installed and want to
install KEPServerEX V6.

1 Launch the KEPServerEX install wizard.

2 Select the preferred language.
Please refer to the Kepware Knowledge Base for a list of localized drivers.
3 Read the license agreement and accept the terms to continue.
4 In Destination Folder, accept or change the installation directory.
By default, it is installed in: C:\Program Files\Kepware\KEPServerEX 6\.
5 In Application Data Folder, accept or change the directory.
The Application Data folder contains project backup and supporting files. It must be
accessible to all users and any user-specified path must be local to the PC. By default, it
is installed in: C:\ProgramData\Kepware \KEPServerEX 6\.
6 Select whether to create a shortcut on the desktop.
Without a shortcut, the Configuration is only accessible through the Start Menu and the
server’s Administration Menu.
7 Optional: Select a vertical suite to pre-select associated drivers and
advanced plug-ins for installation.
Select Typical to install all drivers and advanced plug-ins. Select Custom to specify the
drivers and advanced plug-ins to install.
8 Select the drivers, advanced plug-ins, or interfaces to install.
Note that when a main component is selected, all of its sub-components are also
installed. To view and select specific components, expand the appropriate tree
(Communication Drivers, Native Client Interfaces, and Plug-ins).
9 Verify that external dependencies are met before you proceed with the
installation or attempt to use the features during Runtime.
The install wizard can detect when selected features have external dependencies.
For more information, refer to the individual feature’s help file.
10 Specify whether to enable Dynamic Tag addressing by default and
whether to allow anonymous login for UA client sessions.
These settings may be changed later.
11 Set the password for the Administrator account or choose to skip setting
a password at this time.
12 Finish the installation.

www.kepware.com 1 ©2018 PTC, Inc. All Rights Reserved.

2. Upgrading from Version 5 to Version 6
This scenario is applicable for users running an unlicensed version of KEPServerEX V5 and want
to upgrade to KEPServerEX V6.

1 Launch the KEPServerEX install wizard.

2 Select the preferred language.
Please refer to the Kepware Knowledge Base for a list of localized drivers.
3 Read the license agreement and accept the terms to continue.
4 The Install wizard can detect
when a previous version of the
server is installed.
If you continue with the installation,
the legacy server will be removed and
all clients automatically directed to the
new server. If you choose to continue,
the product will run in time-limited
mode (two-hour increments).
5 In Destination Folder, accept or
change the installation
directory.
By default, it will be installed in: C:\Program Files\Kepware\KEPServerEX 5\.
6 In Application Data Folder, accept or change the installation directory.
The Application Data folder must be accessible to all users, and any user-specified path
must be local to the PC. By default, it will be installed in: C:\ProgramData\.
7 Select whether to create a shortcut on the desktop.
Without a shortcut, the Configuration is only accessible through the Start Menu and the
server’s Administration Menu.
8 Select drivers, advanced plug-ins, or interfaces to install.
Note that when a main component is selected, all of its sub-components are also
installed. To view and select specific components, expand the appropriate tree
(Communication Drivers, Native Client Interfaces, and Plug-ins).
9 Verify that external dependencies are met before you proceed with the
installation or attempt to use the features during Runtime.
The install wizard can detect when selected features have external dependencies.
For more information, refer to the individual feature’s help file.
10 Specify whether to enable Dynamic Tag addressing by default and
whether to allow anonymous login for UA Client Sessions.
These settings may be changed later.
11 Set the password for the Administrator account or choose to skip setting
a password at this time.
12 Finish the installation.

www.kepware.com 2 ©2018 PTC, Inc. All Rights Reserved.

3. Installing Version 6 on a Machine with Existing Licenses
This scenario is applicable to users that have previously installed and licensed KEPServerEX
Version 5 and may or may not have an active Support & Maintenance Agreement.

1 Launch the KEPServerEX V6 install wizard.

2 Select the preferred language.
Please refer to the Kepware Knowledge Base for a list of localized drivers.
3 Read the License Warning.
If you have a valid KEPServerEX Version 5 license, but do not have an active Support &
Maintenance Agreement, contact Kepware’s Support Sales team to renew your
subscription before continuing with the installation. You can cancel the install to renew
your subscription or continue using the KEPServerEX Version 5 product. If you choose to
continue, the product will run in time-
limited mode (two-hour increments).

Support Sales Contact

 [email protected]
 +1 888-KEPWARE x208

4 Read the license agreement

and accept the terms to
continue.
5 The Install wizard can detect
when a previous version of the
server is installed.
If you continue with the installation,
the legacy server will be removed and
all clients automatically directed to
the new server. If you choose to
continue, the product will run in time-
limited mode (two-hour increments).
6 In Destination Folder, accept or
change the installation
directory.
By default, it will be installed in:
C:\Program Files\Kepware\KEPServerEX 5\.
Note: No configuration, log, or data files will be removed during this process.
7 In Application Data Folder, accept or change the installation directory.
The Application Data folder must be accessible to all users, and any user-specified path
must be local to the PC. By default, it will be installed in: C:\ProgramData\.

www.kepware.com 3 ©2018 PTC, Inc. All Rights Reserved.

 8 Select whether to create a shortcut on the desktop.
Without a shortcut, the Configuration will only be accessible through the Start Menu
and the server’s Administration Menu.
9 Select the drivers, advanced plug-ins, or interfaces to be installed.
Note that when a main component is selected, all of its sub-components are also
installed. To view and select specific components, expand the appropriate tree
(Communication Drivers, Native Client Interfaces, and Plug-ins).
10 Verify that external dependencies are met before you proceed with the
installation or attempt to use the features during Runtime.
The install wizard can detect when selected features have external dependencies.
For more information, refer to the individual feature’s help file.
11 Specify whether or not to enable dynamic tag addressing and whether to
allow anonymous login for UA client sessions.
These settings may be changed later.
12 Set the password for the Administrator account or choose to skip setting
a password at this time.
13 Finish the installation.
14 Upgrade the license.
The KEPServerEX Version 6 install will automatically launch a “Licensing KEPServerEX
Version 6” document containing information on upgrading Version 5 license to Version
6. The product will run in time-limited mode (two-hour increments) until upgraded.

Note: A feature must be installed before a license for it can be activated.

4. Licensing Resources
For detailed technical information and instructions on licensing KEPServerEX Version 6, please
see the License Utility product manual. This can be accessed several ways:

1 Through the KEPServerEX Configuration

• Click Help | Server Help.
• In the left-hand pane, locate and double-click License Utility.

2 Through the License Utility

• Right-click the KEPServerEX icon located in the System Tray and select License
Utility.
• Click Help.

3 Through the Administration Menu

• Right-click the KEPServerEX icon located in the System Tray and select Help.
• In the left-hand pane, locate and double-click License Utility.
To access additional licensing resources, visit https://www.kepware.com/support/licensing/.

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5. Changing the Language
You can change the language in KEPServerEX at any time following the install:

1 Right-click the KEPServerEX icon located in the System Tray and select
Settings.
2 Access the Administration tab and select a language from the Product
language selection drop-down menu.
Note: User-defined channel, device, and tag names are not translated in the event of a
language change.

6. Technical Support
Have questions? Kepware’s experienced Technical Support team provides high priority phone,
email, and web support to customers with an active
Support & Maintenance Agreement. Please have product information and Activation IDs
available.

Phone: +1 888-KEPWARE x211

Email: [email protected]

Pre-sales support with Kepware’s Applications Engineers is also available upon request.

www.kepware.com 5 ©2018 PTC, Inc. All Rights Reserved.