Documentation
Learn how to install, configure, and operate the Koios platform.
Getting Started
Installation
Installation Overview
The full path from a bare machine to a running, licensed Koios server
System Requirements
Hardware and software prerequisites for running Koios
Choosing a Host
Run Koios on a virtual machine or a physical computer, and what differs between them
Creating the Virtual Machine
Create and configure a Hyper-V virtual machine for Koios, from enabling the role to first boot
Installing Ubuntu
Install Ubuntu Server screen by screen, including its permanent address and remote access
Network Configuration
Confirm the machine's permanent address, change it later, and open the ports Koios serves on
Time Synchronization
Keep the host clock synchronized with NTP for accurate, comparable timestamps
Installing Docker Engine
Install Docker Engine on Ubuntu, the runtime Koios ships as
Getting the Koios Image
Download the Koios image from the registry, or install from an offline archive
Running Koios as a Service
Configure Koios to run as a systemd service
Licensing Koios
Activate and manage your Koios license
Installing Without Internet Access
Two ways to stand Koios up on a machine that cannot reach the internet, and which one to prefer
If the Install Goes Wrong
Symptoms, causes and fixes for the problems that come up while installing Koios
Environment Variables
Configure network, performance, logging, authentication, and reverse proxy settings
Manually Starting Koios
Start Koios manually via Docker commands
Running Multiple Instances
Run several Koios containers on one host with explicit port mapping
Backing Up Docker Volumes
Back up and restore Koios Docker volumes
Protocols
Devices
Device Introduction
Overview of device connections in Koios
The Device List
Read, search, filter, sort and act on the Devices table, including bulk actions and live status filtering
Creating a Device
General steps for creating a new device
Creating an OPC-UA Device
Configure a connection to an OPC-UA server
Creating a Modbus TCP Device
Configure a connection to a Modbus TCP device
Creating an EtherNet/IP Device
Configure a connection to an EtherNet/IP Logix controller or Generic CIP device
Creating a Microsoft SQL Device
Configure a connection to a Microsoft SQL database
Creating a REST Device
Configure a connection to a CAREL BOSS device over REST
Creating a SOAP Device
Configure a connection to a SOAP web service
Importing & Exporting Devices
Bulk import devices from CSV and export device data
On-Demand Scanning
Configure device-side on-demand read and write settings for AI model synchronization
Device Parameters
Protocol-specific device configuration parameters
Troubleshooting a Device
How to diagnose and resolve device errors
Device Sets
Group devices for redundancy and automatic failover with a priority-ordered set
Tags
Tag Introduction
Overview of tags and data points in Koios
Creating a Tag
General steps for creating a new tag
Creating an OPC-UA Tag
Configure an OPC-UA node as a tag
Creating a Modbus TCP Tag
Configure a Modbus register as a tag
Creating an EtherNet/IP Tag
Configure tags for Logix controllers and Generic CIP devices
Creating a Microsoft SQL Tag
Configure a SQL column as a tag
Creating a REST Tag
Configure a BOSS variable as a tag
Creating a SOAP Tag
Configure a SOAP field as a tag
Expression Tags
Create calculated tags using mathematical expressions, tag references, and built-in functions
Importing & Exporting Tags
Bulk import tags from CSV and export tag data
Value Mapping
Map raw device values to numeric outputs using ordered match rules
Troubleshooting a Tag
How to diagnose and resolve tag errors
Trends
Models
Model Introduction
Overview of AI models in Koios
Training a Model
Understand where model training fits in the Koios workflow and what you need before deploying
Model Inference Requirements
Requirements for running model inference
Structured Input Spaces
Give each model input its own window length, sample rate, and interpolation instead of one model-wide history window
Creating a Model
Create a new AI model in Koios
Managing Model Files
Upload and manage ONNX and TFLite model files
Assigning Bindings
Bind model inputs and outputs to tags
Configuring a Model
Detailed guide to all model configuration settings
On-Demand Inference
Synchronize model inference with fresh device data using on-demand reads and writes
Scan Groups
Group models for synchronized execution with shared on-demand reads and writes
Importing & Exporting Models
Bulk import and export AI model and binding configurations as CSV
Monitoring a Model
View live inference values, binding diagnostics, execution performance, and historical trends
Troubleshooting a Model
How to diagnose and resolve model and binding errors
Model Configuration Errors
Why a model whose configuration would assemble the wrong input is left Stopped instead of Failed, what each reason means, and how the error clears
Components
Components
Overview of the component system: libraries, environments, instances, and wiring
Component Libraries
Upload, activate, version, and manage component library packages
Component Environments
Create and configure execution environments for component instances
Organizing Environments
Group component environments into a drag-and-drop folder tree in the workspace rail
Stacks
Isolated package sets that let components use library versions the platform does not ship
Component Canvas
Add component instances, wire inputs and outputs, and monitor live execution
Building Components
Overview of developing custom components with the Koios Component Builder
Python Packages
Python Packages
The three published Python packages for integrating with Koios, building components, and preparing models
Python API Client
Typed Python SDK for reading and managing devices, tags, models, backups, and trend exports
Component Builder SDK
Write custom components in Python, package them as a library, and bundle the dependencies they need
Model Metadata Library
Annotate an ONNX model with the bindings, normalization, and training metadata Koios reads on upload
System
System Overview
View platform version, server health, system information, and server time
License
View license status, details, and re-activate when needed
Users
Create and manage user accounts, assign roles, and control access
Roles & Permissions
Create roles, assign permissions, and control what users can do
Audit Log
Review the tamper-evident record of who changed what, when, and from where
API Clients
Manage API client credentials for external system integrations
Backup & Restore
Create, schedule, and restore system backups
Data Retention
Configure storage monitoring, history compression, and automatic cleanup policies
System Health
Monitor CPU, memory, and disk usage with configurable alarms
Network
Scan and discover hosts on your plant network, view interface details, and run diagnostic tools
Certificates
Install a CA-signed certificate for the Koios web interface and manage the client certificates Koios presents to OPC-UA servers
Services
Monitor platform service status and control service lifecycle
Logs
Stream real-time service logs and browse archived log files
Troubleshoot
Troubleshooting Koios
Start here when something is broken: find your symptom and jump to the right guide
Reading Status, Quality & Errors
Understand entity status, data quality, the three error fields, and look up any error code
Troubleshoot a Connection
Fix a device that won't connect and the tags that fail with it
Bad, Missing, or Frozen Tag Values
The device is running but a tag reads bad quality, no value, or the wrong value
Expression & Value-Mapping Errors
Diagnose expression evaluation and value-mapping failures on a tag
A Model or Binding Isn't Running
Work down from a failed model through its bindings to the tags and devices feeding it
Data Is Stale, Frozen, or Has Gaps
Live values look frozen, trends are flat or gappy, or history isn't recording
Service Health & Resource Alarms
Diagnose unhealthy services, heartbeats, and CPU, memory, disk, and network alarms
Licensing Problems
Resolve missing, invalid, or expired licenses and understand what Unlicensed disables
Server Won't Start
Diagnose a server stuck on the Starting up screen, read container logs, and recover from a failed startup
Collecting Diagnostics for Support
Gather the right logs and details before opening a support case
Upgrading
Updating Koios
How to upgrade Koios to a new version
Upgrading to v1.2.0
Upgrade to v1.2.0 from v1.1.x, v1.0.x, or v0.10.x, including the device credentials to rotate first
Upgrading to v1.1.0
Upgrade to v1.1.0 from v1.0.x or v0.10.x
Migrating to v1.0.0
Breaking changes and migration steps for upgrading from v0.10.x to v1.0.0
Release Notes
Version 1.2
All releases in the Koios 1.2 line: the v1.2.0 feature release
Version 1.1
All releases in the Koios 1.1 line: v1.1.0 features, Helm chart releases 1.1.1 and 1.1.2, and the v1.1.3, v1.1.4 and v1.1.5 hotfixes
Version 1.0
All releases in the Koios 1.0 line: the v1.0.0 GA release and the v1.0.1 / v1.0.2 patches
Admin Console
Admin Console
Manage a fleet of Koios instances from one place: health, failures, and licenses
Installing the Admin Console
Pull the Koios Admin Console image and run it
Running as a Service
Run the Admin Console as a systemd service so it starts on boot
Managing Instances
Connect Koios boxes, monitor fleet health, and manage licenses
