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Siemens SIMATIC PCS 7 Configuration Manual

Process control system compendium part a - configuration guidelines v8.2.
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SIMATIC
Process Control System PCS 7
Compendium Part A - Configuration
Guidelines (V8.2)
Configuration Manual
Valid for PCS 7 V8.2
08/2016
A5E38166869-AA
Security information
Preface
What's new?
Preparation and
administration
Creating and managing a
PCS 7 project
Configuration of the
hardware (AS and I/O)
Configuration of the network
connections
Configuring AS functions
Compiling and downloading
Configuring OS functions
Changing projects in process
mode
Integrated asset
management
Service and support
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2
3
4
5
6
7
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9
10
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   Summary of Contents for Siemens SIMATIC PCS 7

  • Page 1 Security information Preface What's new? SIMATIC Preparation and administration Process Control System PCS 7 Compendium Part A - Configuration Creating and managing a PCS 7 project Guidelines (V8.2) Configuration of the hardware (AS and I/O) Configuration Manual Configuration of the network connections Configuring AS functions Compiling and downloading...
  • Page 2 Note the following: WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems.
  • Page 3: Table Of Contents

    Table of contents Security information............................7 Preface.................................9 What's new?...............................11 Preparation and administration........................13 Overview..........................13 Preparatory planning......................15 4.2.1 Documentation........................15 4.2.2 Plant concept.........................17 4.2.3 Hardware selection........................18 4.2.4 Naming concept........................19 4.2.5 Workgroup and domain......................20 4.2.6 User administration........................23 4.2.7 Backup management......................24 4.2.8 Patch management and security updates................25 Installation..........................26 4.3.1 Hardware configuration and BIOS settings................26...
  • Page 4 Table of contents Configuration of the hardware (AS and I/O)....................83 General CPU settings (H system and standard AS)..............84 6.1.1 Startup............................84 6.1.2 Cycle/Clock Memory......................85 6.1.3 Process image partitions (PIP)....................86 6.1.4 Cyclic interrupts........................88 6.1.5 Memory..........................89 6.1.6 Diagnostics/clock........................93 Special settings for H systems....................95 Settings for CP443-1 as a plant bus interface................98 6.3.1 CP 443-1 for plant A with H system..................98...
  • Page 5 Table of contents 8.2.3 Requirements for configuration in CFC Editor..............167 8.2.4 Run sequence........................169 Generation of logical operations..................171 Creating step sequences.....................172 Bulk Engineering........................173 8.5.1 PCS 7 Advanced Engineering....................173 8.5.2 Import/Export Assistant (IEA)....................176 Managing process tag types with the process object view..........179 Comparing projects with the Version Cross Manager (VXM)..........183 Archiving/Versioning with Version Trail................184 Compiling and downloading........................185...
  • Page 6 Table of contents 10.4.1 Introduction..........................251 10.4.2 Archive configuration for TagLogging Fast and TagLogging Slow........253 10.4.3 Archive configuration for AlarmLogging................256 10.4.4 Long-term archiving using SIMATIC PCS 7 Process Historian..........257 10.4.4.1 Introduction..........................257 10.4.4.2 Process Historian (PH)......................260 10.4.4.3 Information Server (IS)......................262 10.5 PCS 7 Web option........................267 10.6...
  • Page 7: Security Information

    In order to protect plants, systems, machines and networks against cyber threats, it is necessary to implement – and continuously maintain – a holistic, state-of-the-art industrial security concept. Siemens’ products and solutions only form one element of such a concept. Customer is responsible for preventing unauthorized access to its plants, systems, machines, and networks.
  • Page 8 Security information Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 9: Preface

    ● Hardware installation including checklist ● Industrial Security Checklists You can download the checklists for the SIMATIC PCS 7 compendium part A as a zip file via the "Appendix" button in the Industry Online Support portal. Validity This documentation is valid for the software packages: ●...
  • Page 10 Preface SIMATIC PCS 7 documentation Full PCS 7 documentation is available to you free of charge and in multiple languages in PDF format at www.siemens.com/pcs7-documentation (www.siemens.com/pcs7-documentation). Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 11: What's New

    What's new? The following contains an overview of enhancements made to content and changes made to the compendium for SIMATIC PCS 7 V8.2. Preparation and administration In the "Preparation and administration” section, you will find the following new or edited topics: ●...
  • Page 12 What's new? Configuring AS functions The contents of the "Configuring the AS Functions" section have been updated in accordance with the new functionalities and possible operations in PCS 7 V8.2. Attention must be paid to changes to the procedures and settings as well as any enhancements in the following sections in particular: ●...
  • Page 13: Preparation And Administration

    Preparation and administration Overview Introduction Implementation of the required automation functions is often possible with PCS 7 in various ways. The work steps described in this document for project creation, configuration and parameter assignment provide the basis for the PCS 7 application to be created. The following aspects play an important role in this for the complete runtime of the system: ●...
  • Page 14 You will find information about the following topics in this section: ● Tools for PC administration ● Documentation and inventories See also SIMATIC PCS 7 - PC Configuration (https://support.industry.siemens.com/cs/ww/en/view/ 109485951) Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 15: Preparatory Planning

    Preparation and administration 4.2 Preparatory planning Preparatory planning 4.2.1 Documentation Configuration guidelines for the PCS 7 application Approved specifications are a prerequisite for configuring a PCS 7 plant in the GMP environment. Projects of this type generally follow the GAMP5 approach. The objectives in the GAMP5 documents include: "Guide aims to achieve process control systems that are fit for intended use and compliant with applicable regulations;...
  • Page 16 Preparation and administration 4.2 Preparatory planning Specifications / guidelines The following figure shows the specifications/guidelines that are meaningful at the start of a project: Development Life Cycle Design Commissioning Implementation & Test The documents build on each other and become increasingly more detailed in accordance with the V model of the GAMP5 approach.
  • Page 17: Plant Concept

    Preparation and administration 4.2 Preparatory planning The test documents used for reviewing and documenting adherence to the specifications are just as important: ● Factory Acceptance Test (FAT), also known as Installation Qualification (IQ) ● Site Acceptance Test (SAT) also known as Operational Qualification (OQ) ●...
  • Page 18: Hardware Selection

    Recommended hardware (as part of Lifecycle agreements) Use SIMATIC PCS 7 industrial workstations based on SIMATIC IPC. These are system-tested and pre-installed with the relevant PCS 7 version. Expenditure from installation, maintenance and repair of the PC hardware is thereby reduced considerably.
  • Page 19: Naming Concept

    ● Name of the PC station Note You can find additional information about the naming conventions in the following documentation: ● PCS 7 Readme V8.2 (https://support.industry.siemens.com/cs/ww/en/view/109478781) ● "SIMATIC Process Control System PCS 7 Engineering System (https:// support.industry.siemens.com/cs/ww/en/view/109485969)" manual ● WinCC online help (search string "illegal characters") Changing computer names The computer name can no longer be changed after the installation of PCS 7.
  • Page 20: Workgroup And Domain

    Preparation and administration 4.2 Preparatory planning 4.2.5 Workgroup and domain Working environment You have the option of operating the computers in your PCS 7 plant in a workgroup or domain environment. The following tables present a comparison of the advantages and disadvantages (from a technical perspective) as well as scenarios (examples) and their use in workgroups and domains.
  • Page 21 Preparation and administration 4.2 Preparatory planning DHCP server Note In PCS 7, the use of a DHCP server is only permitted with address reservation. All PC stations must work with reserved addresses. DNS / WINS server The use of DNS for name resolution during domain configuration is mandatory. Scenarios Scenarios (examples) Domain (AD;...
  • Page 22 Note You can find additional information in the following manuals: ● PCS 7 Security Concept, Recommendations and Notes (https:// support.industry.siemens.com/cs/ww/en/view/22229786) ● SIMATIC Process Control System PCS 7 Security concept PCS 7 & WinCC (Basic) (https:// support.industry.siemens.com/cs/ww/en/view/60119725) ● SIMATIC Process Control System PCS 7 Support and Remote Dialup (https:// support.industry.siemens.com/cs/ww/en/view/38621092)
  • Page 23: User Administration

    You will find further information on the SIMATIC Management Console in the manual "SIMATIC Process Control System PCS 7 SIMATIC Management Console" (https:// support.industry.siemens.com/cs/ww/en/view/90683240). You can find additional information on the Process Historian in the manual "Process Historian: Administration" (https://support.industry.siemens.com/cs/ww/de/view/ 109475338).
  • Page 24: Backup Management

    In connection with this a restore DVD is also supplied with the SIMATIC PCS 7 industrial workstation (IPC). You can find additional information in your IPC operating instructions.
  • Page 25: Patch Management And Security Updates

    Released security patches Information on the Microsoft security patches for SIMATIC PCS 7 that have been tested for compatibility can be found on the Internet in the FAQ "Which Microsoft security patches have been tested for compatibility with SIMATIC PCS 7? (https://support.industry.siemens.com/cs/...
  • Page 26: Installation

    Note Setting up the relevant devices and drivers is described in the "SIMATIC Process Control System PCS 7 - PC Configuration" (https://support.industry.siemens.com/cs/ww/en/view/ 109485951) manual. Information about the modules approved for use is available in the SIMATIC Process Control System PCS 7 Released Modules (https://support.industry.siemens.com/cs/ww/en/view/...
  • Page 27: Hard Disk Distribution

    4.3.3 Installation of the operating system Introduction The operating system and SIMATIC PCS 7 software are preinstalled on the SIMATIC PCS 7 industrial workstation (IPC). Take note of the information in this section in order to complete their installation. Note If a computer installation is completed manually, the requirements and procedure needed for this in the "PCS 7 Readme"...
  • Page 28 You can find important information on the subjects of "Performance improvement of clients and systems", "Certification authority (CA)", or "Using the Certificate Revocation List (CRL)" in the contribution “What can cause the start of SIMATIC PCS 7 applications being delayed?" (https://support.industry.siemens.com/cs/ww/en/view/87057037).
  • Page 29: Installation Of Pcs 7

    Micro" have been tested and approved for each PCS 7 version. You can find the relevant approved software version in the "PCS 7 Readme" documentation. You will find information on this in the FAQ "With what are SIMATIC PCS 7 V8.x, V7.x, V 6.x, V5.x, and V4.x compatible?" (https://support.industry.siemens.com/cs/ww/en/view/2334224).
  • Page 30: Network Settings

    172.10.1.xx Setting the transmission rate and operating mode in the network Siemens devices, including Industrial Ethernet switches (ScalanceX) and the Industrial Ethernet CPs (CP 443-1 as of version 1EX10) are factory set for automatic detection of the parameters for transmission rate and operating mode (autosensing, autonegotiation).
  • Page 31 Preparation and administration 4.3 Installation to whether the device is being operated with a fast Ethernet connection or with a standard Ethernet connection. Autonegotiation denotes the configuration protocol for a fast Ethernet connection. It makes it possible for all the devices involved to negotiate the transmission rules before sending any data packages.
  • Page 32: Configuring The Terminal Bus

    Preparation and administration 4.3 Installation 4.3.6 Configuring the terminal bus Procedure The following steps show how to configure the terminal bus for a PCS 7 plant: 1. Rename the compatible network connection, e.g. to "terminal bus". 2. Select the "Advanced -> Advanced Settings..." command via the "terminal bus" connection context menu in order to set the network adapters.
  • Page 33 Preparation and administration 4.3 Installation 6. If you are not using a WINS/DNS server, create the LMHOSTS and HOSTS files for TCP/ IP name resolution and distribute these to all PCS 7 stations. 7. In the "LMHOSTS" file use the parameter #PRE for each computer name to be entered so that this name is entered into the so-called NETBIOS cache when the computer is booted up.
  • Page 34 Additional information on setting up, managing and backing up network structures such as workgroups and domain can be found in the "Security Concept PCS 7 and WinCC – Basic Document (https://support.industry.siemens.com/cs/ww/en/view/60119725)". The "Internet Protocol Version 6 (TCP/IPv6)" check box should not be cleared.
  • Page 35: Configuring The Plant Bus

    Communication of a PCS 7 ES via the plant bus In SIMATIC PCS 7, the "S7 online" access point must be set to the "PC internal" interface. All access to the AS – in order to check the module information of an AS or to download S7 programs, for example –...
  • Page 36 Preparation and administration 4.3 Installation Communication is normally based on the plant bus on the ISO protocol. Note Use TCP/IP on the plant bus under the following conditions: ● Joint (combined) terminal and plant bus for smaller plants without an OS server ●...
  • Page 37 2. Check the current configuration of your installed network cards with the "communication settings" tool ("Start > All programs > Siemens Automation > SIMATIC > SIMATIC NET > Communication settings"). The plant bus is generally configured via the SIMATIC Manager of your ES and is described in the "Creating and managing a PCS 7 project (Page 43)"...
  • Page 38: Setting Up Users And Assigning Rights

    ● Creating the user groups for SIMATIC Logon in accordance with the planned distribution of roles Reference You can find additional information on the topic of "user rights" in the "SIMATIC Process Control System PCS 7 – PC Configuration" (https://support.industry.siemens.com/cs/ww/en/view/ 109485951) manual. 4.3.9 License management Introduction A process for managing evidence of the existing licenses should be defined for all stages in the lifecycle of a PCS 7 plant.
  • Page 39 128 to unlimited tags Number of hardware compo‐ nents monitored 4 to unlimited tags Number of configurable devices SIMATIC PCS 7 BOX 250 to 2000 PO Process objects (PO) Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 40: Administration Tasks

    Automated and uniform diagnostics are required to increase the quality of the diagnostics results and for comparison purposes. You can find additional information in the FAQ "What diagnostics options are available for WinCC and PCS 7 OS? (https://support.industry.siemens.com/cs/ww/en/view/48698507)". 4.4.2 Documentation and inventories...
  • Page 41 You will find further information on SIMATIC Management Console in the following contributions: ● Examples of applications: Tool supported lifecycle management of PCS 7 plants (https:// support.industry.siemens.com/cs/ww/en/view/109479546) ● Manual: SIMATIC Process Control System PCS 7 SIMATIC Management Console (V8.2) (https://support.industry.siemens.com/cs/ww/en/view/90683240) Recommendations...
  • Page 42 Preparation and administration 4.4 Administration tasks Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 43: Creating And Managing A Pcs 7 Project

    Creating and managing a PCS 7 project This section describes how to create a PCS 7 project as a so-called multiproject on the Engineering Station (ES). The description is based on the hardware architecture established in the previous section: Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 44: General Configuration Rules

    CMT (Control Module Types), and process tag types from this library. Multilingual capability SIMATIC PCS 7 provides a large number of settings for texts and languages. The following application example provides a detailed description of how these are correctly configured, adapted, or amended: ●...
  • Page 45 CPUs) use the correct time. In PCS 7 V7.0 and above the CPU always uses Coordinated Universal Time (UTC). For information on time synchronization see the following manuals: ● "PCS 7 time synchronization" (https://support.industry.siemens.com/cs/ww/en/view/ 109485963) ● "SIMATIC Process Control System PCS 7 Operator Station" (https:// support.industry.siemens.com/cs/ww/en/view/109485970)
  • Page 46: Required Settings In The Simatic Manager

    Set the storage location for projects to a directory in a data partition. If you use another project path, you need to set the necessary access rights using the "SimaticRights.exe" application. You will find the application "SimaticRights.exe" on the DVD 2 "Process Control System SIMATIC PCS 7" under "Additional_Products\SimaticRights \SimaticRights.exe". Language Once the country language has been set you can determine whether the I/O address concept for the multiproject to be created should be based on German (e.g.
  • Page 47 Creating and managing a PCS 7 project 5.2 Required settings in the SIMATIC Manager Archiving Set both paths for archiving and retrieving to your chosen directory. The "PKZip" archiving program is the default setting for archiving a multiproject. You also need to set the "Archive spanning diskettes"...
  • Page 48: Creating The Multiproject

    Creating and managing a PCS 7 project 5.3 Creating the multiproject Creating the multiproject Division into individual projects for multiproject engineering Dividing the multiproject into functional units is recommended in principle in PCS 7 (e.g. one project per unit). This setup provides the maximum flexibility during the configuration and commissioning phase.
  • Page 49 Detailed information on distributed engineering can be found in the document "PCS 7 Multiproject/Multi-user Engineering" (https://support.industry.siemens.com/cs/ww/en/view/ 22258951). Procedure The following steps show how to create the project "Comp_MP" for the first automation system and the standard library: 1.
  • Page 50 Creating and managing a PCS 7 project 5.3 Creating the multiproject 3. Deactivate the possible OS objects in the third dialog box. This project component is created in a step described later in this guide. 4. Adapt the project name and the storage location (path) in the fourth window. The project name matches the directory name.
  • Page 51 Creating and managing a PCS 7 project 5.3 Creating the multiproject 6. Change the project name "Comp_Prj" of plant A to "01_Plant_A". Note Project names for multiprojects and projects can be assigned freely. PCS 7 automatically creates the path where the data is to be stored in the Windows file system. The path name may differ from the project name (shortened to eight characters).
  • Page 52 Creating and managing a PCS 7 project 5.3 Creating the multiproject Language of the display devices Check that the "Language of the display devices" setting is set uniformly across all projects for the entire multiproject. This setting is used to select the languages that are used for the OS configuration.
  • Page 53: Adding Additional Projects

    Creating and managing a PCS 7 project 5.4 Adding additional projects Adding additional projects Procedure The following steps demonstrate how to add an additional project: 1. Create a new project for Plant B. It will later contain a standard CPU. 2.
  • Page 54 Creating and managing a PCS 7 project 5.4 Adding additional projects The "New Project" wizard has already generated the "Comp_Lib" master data library and added it to the project. It should contain all blocks, process tag types, and CMT (control module types) in the project as a template.
  • Page 55: Adding Additional Stations

    Creating and managing a PCS 7 project 5.5 Adding Additional Stations Adding Additional Stations Once the projects have been created you will insert the automation systems (AS) and the PC stations in this section in accordance with your plant layout. Note The network adapters for the terminal bus are not configured.
  • Page 56: Engineering Station

    Creating and managing a PCS 7 project 5.5 Adding Additional Stations 5.5.1 Engineering Station Procedure The following steps show how to insert and configure an engineering Station (ES): 1. Insert a SIMATIC PC station into the project "25_ES" by selecting the project and selecting the "Insert New Object >...
  • Page 57 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 3. Select the "Computer name identical to PC station name" option in the PC station object properties. The "Computer name" field cannot be empty as other functions such as "Configure PC Station"...
  • Page 58 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 5. Insert a CP1613/CP1623 for communication with the plant bus. As an option insert a "WinCC application" so that the OS runtime can be tested on the ES using the "OS Simulation"...
  • Page 59 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 7. Activate the "Time of day" option in the "Options" tab of the CP16x3 properties dialog so that the CP16x3 is generally capable of forwarding the time frames from and to the OS. 8.
  • Page 60 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 9. Transfer the configured hardware to the plant bus interface of the ES via the "PLC > Configure…" in the context menu. 10.Load the configuration via the "PLC > Download…" command in the context menu in the program.
  • Page 61 Creating and managing a PCS 7 project 5.5 Adding Additional Stations Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 62: Automation System - Standard

    Creating and managing a PCS 7 project 5.5 Adding Additional Stations 5.5.2 Automation system - Standard Procedure The following steps show how to insert a standard automation system (AS) into the project: 1. Insert a standard AS into the subproject "02_Plant_B" by selecting the subproject and selecting the "Insert New Object >...
  • Page 63: Os Server

    Creating and managing a PCS 7 project 5.5 Adding Additional Stations 5.5.3 OS server Procedure The following steps show you how to insert and configure OS servers in the project: 1. Insert a new PC station into the subproject "20_0S" by selecting the project and selecting the "Insert New Object >...
  • Page 64 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 4. Terminate the PCS 7 wizard. The following structure is created in the component view for project "20_OS": 5. Rename the three new PC stations. The names "SERVER1A", "SERVER1B" and "CLIENT01"...
  • Page 65 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 7. Open the properties dialog of the "OS1" and click on the "Target OS and Standby OS" tab. Enter the following settings: – Enter the path for the target OS computer. A shared folder with write access must be available on the target OS.
  • Page 66 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 9. Open the SERVER1A configuration dialog and configure the CP16x3 as a network adapter for the plant bus in a free row. Use unique MAC addresses for this and assign a subnet with the name "Plantbus".
  • Page 67 Creating and managing a PCS 7 project 5.5 Adding Additional Stations 10.Select time of day mode in the "Options" tab of the CP16x3 properties dialog. 11.Configure SERVER1B in the same way as SERVER1A. 12.Transfer the PC station configurations from the SIMATIC Manager to both the OS servers via the "PLC >...
  • Page 68: Os Clients

    Creating and managing a PCS 7 project 5.5 Adding Additional Stations Figure 5-1 Download connections 5.5.4 OS clients Introduction By creating the stations in the project "20_OS" an OS client station has already been created which was renamed to "CLIENT01" in the previous section. This OS client can be configured and started accordingly in the later configuration stages.
  • Page 69 Creating and managing a PCS 7 project 5.5 Adding Additional Stations Using OS reference clients OS reference clients are always used when all settings on several OS clients are identical. Each configured OS client can be used as a basis for further clients. Creation and maintenance efforts along with the project scope for operator stations are reduced considerably as a result.
  • Page 70 Creating and managing a PCS 7 project 5.5 Adding Additional Stations The following steps demonstrate how to configure the stations "CLIENT03" und "CLIENT04": 1. For the number of identical clients configure a PC station for each with "WinCC Appl. Client Ref".
  • Page 71 Creating and managing a PCS 7 project 5.5 Adding Additional Stations The station "CLIENT03" is identical to station "CLIENT02" in project "Comp_MP". In this case the OS project "CL02" can be used as a basis for station "CLIENT03". The path to the target OS computer is set on the station "CLIENT03".
  • Page 72: Creating The Plant Hierarchy

    Creating and managing a PCS 7 project 5.6 Creating the plant hierarchy Creating the plant hierarchy Introduction The individual stations have been added and the configuration of the automation system has been stored in the SIMATIC Manager component view. The plant view is used to portray the hierarchy of the process structure in the project.
  • Page 73 Creating and managing a PCS 7 project 5.6 Creating the plant hierarchy Note the following rules: ● The plant designation (HID) is composed of a block name, CFC chart name and sometimes a hierarchy folder name. In principle the HID should be kept as short as possible. We recommend using CFC chart names (process tag name) that are unique throughout the project.
  • Page 74 Creating and managing a PCS 7 project 5.6 Creating the plant hierarchy Making PH settings 1. Adapt the HID using the object properties of the PH by right-clicking on the multiproject and then selecting "Plant Hierarchy > Settings". 2. Select a subproject to serve as a template. The PH settings for the entire multiproject should be consistent in PCS 7.
  • Page 75 Creating and managing a PCS 7 project 5.6 Creating the plant hierarchy ● The number of hierarchy levels should remain set to 8, since for example the optional "Derive diagnostic screens from the plant hierarchy" asset management function can automatically generate up to 8 levels. ●...
  • Page 76 To do this, use the command "Plant Hierarchy > Update in Multiproject". Note Additional information on this is available in the "SIMATIC Process Control System PCS 7 - Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 77 Creating and managing a PCS 7 project 5.6 Creating the plant hierarchy Note PCS 7 V7.0 or higher: If e.g. the name of the hierarchy folder "reactor2" is changed in project "02_Plant_B", this change in name automatically follows in the linked hierarchy folder of project "20_OS". Making the OS assignment You need to make the OS assignment for the hierarchy folder before you can add process pictures.
  • Page 78 Creating and managing a PCS 7 project 5.6 Creating the plant hierarchy Checking the consistency of the PH We recommend that you check the consistency of the plant hierarchy each time you have edited it. For this right-click on the multiproject and select the "Plant Hierarchy > Check Consistency"...
  • Page 79 Additional information on this is available in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/109485969) manual or via the Help button in the log. You can display the log without running the check again, via "Options > Plant Hierarchy > Open Check Log"...
  • Page 80: Sharing Out Configuration Work

    You can find additional information in the "SIMATIC Process Control System PCS 7 Engineering System" manual and in the "PCS 7 Multiproject / Multi-user Engineering (https:// support.industry.siemens.com/cs/ww/en/view/22258951)" programming manual. Multiproject Engineering with SIMATIC BATCH Information on multiproject engineering with SIMATIC BATCH can be found in the following documents: ●...
  • Page 81 Sybase server as a service using the "setsybserv.exe" application. You can find extensive information on this in the section "This is how you prepare the engineering station for multi-user operation" in the "SIMATIC PCS 7 PC – Configuration" (https://support.industry.siemens.com/cs/ww/en/view/109485951) manual.
  • Page 82 Creating and managing a PCS 7 project 5.7 Sharing out configuration work Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 83: Configuration Of The Hardware (as And I/o)

    Configuration of the hardware (AS and I/O) Introduction This section describes the settings in the hardware configuration (HW Config) of the example project ("Comp_MP"). The screenshots provide an overview of the properties of an H system with CPU 410-5H and CP 443-1/CP 443-5 Ext as well as of a standard AS with CPU 410--5H and CP 443-1/CP 443-5 Ext.
  • Page 84: General Cpu Settings (h System And Standard As)

    Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) General CPU settings (H system and standard AS) PCS 7 features optimized default settings for a CPU so that only a few parameters need to be set for a given project.
  • Page 85: Cycle/clock Memory

    Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) 6.1.2 Cycle/Clock Memory Settings on the "Cycle/Clock Memory" tab: Note The cycle monitoring time and the size of the process image inputs/outputs are set to the maximum value and cannot be changed with CPU 410-5H.
  • Page 86: Process Image Partitions (pip)

    Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) Note that when you adjust the values, the amount of usable work memory for code or data blocks changes. Note A process image with the size of 1000 I/O bytes takes up 12 KBytes in the work memory. 20 KBytes are taken up in CPU firmware V6 and above.
  • Page 87 You can find background information about the relationship between process images and process image partitions in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/109485969) manual, in the section "Setting the process image". If redundant IO modules are used, TPAs must be used.
  • Page 88: Cyclic Interrupts

    Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) 6.1.4 Cyclic interrupts Core statement The following image shows the settings for cyclic interrupts: "Execution" column The executions for the 9 cyclic interrupts can be used directly in most processes. There is also the option of defining your own execution times.
  • Page 89: Memory

    Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) With several cyclic interrupt OBs that are to be called at the same time, we recommend setting a phase offset for OBs with lower priority. For example, OB 38 to OB 32 are called in sequence at 1,000 ms.
  • Page 90 Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) It is also important to set the priorities 24 to 28 to a value of 2048. These contain OB 100 and the asynchronous error OBs. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 91 Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) Checking the local data requirement Use the CFC editor to compare the local data requirement and amount in the CPU. Use the "Options > Chart > Chart Reference Data" command to open the editor in which the "Local Data"...
  • Page 92 Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) You will receive further specific information in the Industry Online Support in the "Product Support" area in the technical data of the CPU: Checking communication resources Use the CFC editor to see the number of communication resources in the CPU.
  • Page 93: Diagnostics/clock

    For the S7-400 CPU PN I/O with integrated Ethernet interface, the configuration information contained in the "SIMATIC Process Control System PCS 7 Time Synchronization" (https:// support.industry.siemens.com/cs/ww/en/view/109485963) manual applies: Sections: "How to set time synchronization on an AS for NTP mode" Compendium Part A - Configuration Guidelines (V8.2)
  • Page 94 Configuration of the hardware (AS and I/O) 6.1 General CPU settings (H system and standard AS) Acknowledgment-triggered reporting (ATR) With the "Acknowledgment-triggered reporting of SFB 33-35" option, it is possible to suppress the repeated reporting of "fluttering" signals, until an acknowledgment has been issued. This can help to make the message list clearer, as well as to take some of the strain off the communication system.
  • Page 95: Special Settings For H Systems

    Note Detailed information on linking up and updating can be found in the "SIMATIC Fault-tolerant systems S7-400H" (https://support.industry.siemens.com/cs/ww/en/view/82478488) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 96 Configuration of the hardware (AS and I/O) 6.2 Special settings for H systems Calculating monitoring times for updating the reserve CPU To avoid influencing the ongoing process during the critical update phase, four monitoring times are provided that can cancel the update phase where a monitoring time is exceeded. A dialog box is opened via the "Calculate"...
  • Page 97 DBs. Note Detailed information on using and configuring redundant peripheral devices can be found in the "SIMATIC Fault-tolerant systems S7-400H" (https://support.industry.siemens.com/cs/ww/ en/view/82478488) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 98: Settings For Cp443-1 As A Plant Bus Interface

    Configuration of the hardware (AS and I/O) 6.3 Settings for CP443-1 as a plant bus interface Settings for CP443-1 as a plant bus interface 6.3.1 CP 443-1 for plant A with H system Introduction Once the project has been created two CP443-1 are available in both racks of the H system for a redundant connection of the H system (here Plant_A) to the plant bus.
  • Page 99 Configuration of the hardware (AS and I/O) 6.3 Settings for CP443-1 as a plant bus interface Network settings 1. "Automatic setting" is the recommended "Transmission medium/duplex" in the "Options" area. 2. Ensure that the option "Activate fast switchover of connections" is selected. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 100 Configuration of the hardware (AS and I/O) 6.3 Settings for CP443-1 as a plant bus interface Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 101: Cp 443-1 For Plant B With Standard As

    Configuration of the hardware (AS and I/O) 6.3 Settings for CP443-1 as a plant bus interface Time synchronization Activate time synchronization for both CPs in the SIMATIC mode. 6.3.2 CP 443-1 for plant B with standard AS Connecting the plant bus Enter the correct MAC address and establish the connection to the plant bus.
  • Page 102 Configuration of the hardware (AS and I/O) 6.3 Settings for CP443-1 as a plant bus interface Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 103 Configuration of the hardware (AS and I/O) 6.3 Settings for CP443-1 as a plant bus interface Network settings "Automatic setting" is the recommended "Transmission medium/duplex" in the "Options" area. Time synchronization Activate time synchronization in the SIMATIC mode. NTP mode S7-400 standard CPUs PN I/O with integrated Ethernet interface can only be synchronized via NTP.
  • Page 104 It only forwards the unadulterated GMT time to the connected NTP clients, with no time zone information. Note You can find more information about configuration in the "PCS 7 Time Synchronization" (https:// support.industry.siemens.com/cs/ww/en/view/109485963) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 105: Settings For Cp 443-5 Ext As Profibus Master

    Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master Settings for CP 443-5 Ext as PROFIBUS master Introduction In PCS 7, each CP 443-5 Ext acting as a PROFIBUS master has its own PROFIBUS network and its own DP master system assigned (single master system).
  • Page 106 Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master Settings in the "General" tab 1. Open the properties dialog of the CP 443-5 Ext in HW Config. Note Always assign address 2 to the CP 443-5 Extended as the PROFIBUS master. Address 1 should be reserved for connecting a programming device to the PROFIBUS for servicing purposes.
  • Page 107 Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master 3. You can make the network settings for each PROFIBUS network. The default "DP" profile is suitable for most use cases, e.g. networks in line structures. A user-defined profile is required depending on the DP slaves used or the use of optical rings via Profibus OLM.
  • Page 108 Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master 4. Use the "Options" and "Take into account the following cable configuration" buttons to add your bus architecture to the configuration and thereby optimize the DP bus parameters for your process.
  • Page 109 Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master 5. Using the "Bus Parameters" button you can check the bus parameters for the PROFIBUS networks and adapt these as necessary once you are working with the user-defined profile. The parameters are updated each time you add another DP slave.
  • Page 110 H parameters and the longer your monitoring times for updating within the CPU parameters. Note The topic of "Planning the PROFIBUS hardware" is described in detail in the "SIMATIC NET PROFIBUS Network Manual" (https://support.industry.siemens.com/cs/ww/en/view/ 35222591) System Manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 111 Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master Settings in the "Operating Mode" tab Set the DP mode to "DPV1" in the “Operating Mode” tab of the CP443-5 properties dialog: "DPV1" operating mode contains expansions for process automation. comprising acyclic data exchange in respect of the parameter assignment, operation, visualization, and interrupt control of intelligent programmable controllers, in parallel with cyclic data transmission.
  • Page 112 Configuration of the hardware (AS and I/O) 6.4 Settings for CP 443-5 Ext as PROFIBUS master Settings in the "Options" tab Use the following default settings in the "Options" tab: ● Forward time frames: "From station to LAN" ● Assign parameters of field devices (Data record routing): "Activate data record gateway" Note The "Data record gateway"...
  • Page 113: Configuration Of The I/o Devices

    Note The exact step-by-step description for configuring an ET 200M station can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Example: 2550C01CA04 Short designation of the production facility Name of the control room...
  • Page 114 Configuration of the hardware (AS and I/O) 6.5 Configuration of the I/O devices Note The following naming conventions apply to all components in HW Config: The name should not exceed 14 characters. When generating the module drivers (CFC compilation), the names from HW Config are used for the CFC block instances. CFC blocks can have a maximum of 16 characters.
  • Page 115 Configuration of the hardware (AS and I/O) 6.5 Configuration of the I/O devices Procedure 1. Open the HW Config catalog (PCS 7 profile) and select the appropriate IM 153-2HF from the PROFIBUS DP/ET 200M folder. 2. Enter the DP address of the PROFIBUS DP slave in the DP slave properties. You can also select the subnet for the DP slave (here, PROFIBUS (0)).
  • Page 116: Et 200m As Profinet Io Device

    Configuration of the hardware (AS and I/O) 6.5 Configuration of the I/O devices 3. The time synchronization must be activated in the properties of the ET 200M station where high-precision stamping is being used, with 10.00 s also used as the synchronization interval.
  • Page 117: Symbolic Names Of Inputs And Outputs

    PROFINET IO within PCS 7. You can find information on configuration and commissioning in the following contributions: ● Application example "SIMATIC PCS 7 with PROFINET – Typical Architectures and Engineering" (https://support.industry.siemens.com/cs/ww/en/view/72887082) ● Manual "SIMATIC PROFINET System Description"...
  • Page 118: General Rules For Configuring I/o Modules

    Configuration of the hardware (AS and I/O) 6.5 Configuration of the I/O devices The symbols are added to the symbol table automatically and can then be used in the CFC. Note You can also import the list of hardware signals from an Excel file. This only works directly in the symbol table.
  • Page 119 Note For a description of the "MOD_D1" driver block including the available messages, see the "Process Control System PCS 7 Basis Library" (https://support.industry.siemens.com/cs/ww/ en/view/109738089) manual. You should deactivate the "Hardware interrupt at limit violation" option. This is realized in PCS 7 with the channel block functionality in the charts.
  • Page 120 Configuration of the hardware (AS and I/O) 6.5 Configuration of the I/O devices Analog output (6ES7332-5HD01-0AB0 in the example) You need to configure how the outputs are to respond to a CPU STOP. In this example, the outputs have no current or voltage (OCV setting). Note The channel-specific setting "Reaction to CPU STOP"...
  • Page 121 In PCS 7, fault tolerance is realized on the field level by means of the redundant distributed I/ O, using ET 200M modules. Note Information on setting up, wiring and configuring can be found in the document “Configuration of Redundant I/O Modules in SIMATIC PCS 7" (https://support.industry.siemens.com/cs/ww/ en/view/28430682). Compendium Part A - Configuration Guidelines (V8.2)
  • Page 122: Plant Changes During Operation

    STOP. Note A detailed description of possible hardware changes for an H system can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 123 Configuration of the hardware (AS and I/O) 6.6 Plant changes during operation Procedure 1. To activate CiR in HW Config, right-click on the subnet (DP master system) and select "Activate CiR capability" from the shortcut menu. This attaches a CiR object to the respective master system. It offers the possibility of configuring and loading an adjustable number of DP slaves in the future without any STOP in loading the CPU.
  • Page 124: Changes To The Hardware Configuration Of An H System

    In addition, all parameters marked in blue in the CPU properties dialog can be modified in RUN. Note You can find a more detailed description of CiR for H systems and the changes that are possible in the "SIMATIC S7-400H Fault-tolerant Systems" (https://support.industry.siemens.com/cs/ ww/en/view/82478488) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 125: Integrating Field Devices

    Configuration of the hardware (AS and I/O) 6.7 Integrating field devices Integrating field devices 6.7.1 Basic information about device integration Integrating field devices The configuring of field devices is divided into two steps: configuration and parameter assignment. The following image provides an overview of the ways in which a device can be integrated in PCS 7.
  • Page 126 Configuration of the hardware (AS and I/O) 6.7 Integrating field devices Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 127 Integration via the object manager The object manager is available for many SIEMENS devices, such as the ET 200M. In this case, the correct terminology is "S7 slave". The project engineering for an S7 slave is performed via the dedicated STEP 7 object manager. Both the configuration and parameter assignment are executed in HW Config.
  • Page 128 Configuration of the hardware (AS and I/O) 6.7 Integrating field devices For S7 slaves which are integrated via the object manager, no GSD file is specified here. You can occasionally procure a later GSD for a field device from the field device manufacturer. This GSD can be easily installed.
  • Page 129 Configuration of the hardware (AS and I/O) 6.7 Integrating field devices Assigning parameters using the SIMATIC Process Device Manager and EDD file SIMATIC PDM can be used to assign the parameters for a field device (made by any manufacturer). The EDD (Electronic Device Description) provides the basic information such as device-specific parameters and information on acyclic communication.
  • Page 130: Configuring And Assigning Parameters For Field Devices

    Configuring field devices Information on configuring field devices can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/ 109485969) manual. You can find information about the functionality and operation of PDM in the manual "SIMATIC Process Control System PCS 7 Help on SIMATIC PDM.
  • Page 131: Information On Configuring Field Devices On The H System

    You can find information on configuration and parameter assignment of FF devices in the following manuals: ● SIMATIC Process Control System PCS 7 Help for SIMATIC PDM (https:// support.industry.siemens.com/cs/ww/en/view/109482406) ● SIMATIC Bus links, FF Link bus link (https://support.industry.siemens.com/cs/ww/en/view/ 47357205) 6.7.3...
  • Page 132: Topics Relating To The Integration Of Field Devices On The Fieldbus

    "SIMATIC Bus links DP/PA coupler, active field distributors, DP/PA Link and Y Link" (https:// support.industry.siemens.com/cs/ww/en/view/1142696) manual ● Foundation Fieldbus – Application example "Configuration of FOUNDATION Fieldbus H1 (FF) with SIMATIC PCS 7" (https://support.industry.siemens.com/cs/ww/en/view/64329637) – "SIMATIC Bus links FF Link bus link" (https://support.industry.siemens.com/cs/ww/en/ view/47357205) manual ● PROFIBUS PA and Foundation Fieldbus calculation tool and application example "Calculation and Design of Fieldbus Segments...
  • Page 133 You will find further information on the individual components, integration, commissioning, operation, and maintenance in the operating instructions "SIMATIC Bus link Extended fieldbus diagnostics in PROFIBUS PA” (https://support.industry.siemens.com/cs/ww/en/view/ 88994694). Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 134 Configuration of the hardware (AS and I/O) 6.7 Integrating field devices Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 135: Configuration Of The Network Connections

    Configuration of the network connections Introduction Once the stations have been arranged and configured, the connections between the ES/OS server and the automation systems, as well as those between the automation systems themselves, are configured and downloaded to the individual stations. The CPs of the relevant stations must be connected to the plant bus for these connections to be loaded.
  • Page 136 Configuration of the network connections A ring structure from SCALANCE X switches is recommended as the structure for the plant bus or terminal bus; this is also available in a redundant design as an option. For the ring structure a switch is set up as the redundancy manager (RM) in redundancy mode (HRP Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 137 Configuration of the network connections Manager). The remaining switches must support the ring redundancy as nodes and be configured as the HRP client in redundancy mode. Note Connecting redundant stations to the bus via 2 different switches is recommended in order to guarantee the availability of the plant (affects H systems as well as a redundant OS server pair).
  • Page 138: Merging Networks In A Multiproject

    Configuration of the network connections 7.1 Merging networks in a multiproject Merging networks in a multiproject Procedure 1. In the SIMATIC Manager, right-click on the multiproject and select "Multiproject > Update Projects". 2. Select "Ethernet" and click "Execute" to open the "Merge/Separate Industrial Ethernet" dialog box.
  • Page 139 Configuration of the network connections 7.1 Merging networks in a multiproject 3. Click on the Industrial Ethernet plant bus in this view to obtain an overview of the MAC addresses of the PC stations and automation systems in the multiproject. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 140: Configuration Of The Connections

    Configuration of the network connections 7.2 Configuration of the connections Configuration of the connections 7.2.1 AS-OS communication Procedure 1. Open the NETPRO view in the OS subproject. 2. To add the S7 connection, right-click on the WinCC application of the OS and select the option "Insert New Connection".
  • Page 141 Configuration of the network connections 7.2 Configuration of the connections 5. Name the connection for the AS. 6. Connect the AS2 in the same way with the "S7 connection" type (the S7 connection for AS2 is not fault-tolerant). Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 142 Configuration of the network connections 7.2 Configuration of the connections The connections for SERVER1B are made in the same way as for AS1 and AS2. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 143: As-os Communication

    Configuration of the network connections 7.2 Configuration of the connections Note Configuring an AS-OS connection for the ES is only required where the "OS Simulation" function is to be used on the ES. With "OS simulation" you can test the functions of the OS server project such as pictures or scripts on the ES before loading them to the OS server at a later time.
  • Page 144 You will find additional information on AS-wide interconnections in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Communication between two standard AS An additional standard AS must be configured for this section in addition to the AS1 in project "01_Plant_B"...
  • Page 145 Configuration of the network connections 7.2 Configuration of the connections Communication between two H systems Two H systems must be configured for this section in the project "01_Plant_A". In this case a "S7 connection fault-tolerant" can be configured between both H systems with four routes.
  • Page 146 Configuration of the network connections 7.2 Configuration of the connections This connection contains four routes internally from which the first is activated in operation. The second route is a reserve and it automatically takes on the active role in the event of a fault.
  • Page 147 ● Library S7H4_BSR (also for older PCS 7 versions) You can find further information in the "SIMATIC Process Control System PCS 7 Industry Library for PCS 7" (https://support.industry.siemens.com/cs/ww/en/view/81179761) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 148: Downloading Connections

    Configuration of the network connections 7.3 Downloading connections Downloading connections Introduction Once you have configured the stations and created the network connections, you have to download the configuration data to the stations (AS/PC stations). A prerequisite at this point is that Station Configuration editors of the OS server must be made operational with the "Configure Target System"...
  • Page 149 Configuration of the network connections 7.3 Downloading connections The OS will then need to be compiled and downloaded if AS-OS connections are changed. Downloading to the ES Always start with the Engineering Station when downloading stations. 1. Select the ES and then 2.
  • Page 150 Configuration of the network connections 7.3 Downloading connections Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 151: Configuring As Functions

    Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/ view/109485969) manual, from the "Basic Engineering Concepts" section. Further information can also be found in the "Technical Functions for the Chemical Industry" (https://support.industry.siemens.com/cs/ww/en/view/53843373) application. 8.1.1 Master data library Adoption of existing base elements in the master data library The following are available in PCS 7 as base elements for the purposes of reuse as an instance: ●...
  • Page 152 "SIMATIC Process Control System PCS 7 Engineering System" manual. (https:// support.industry.siemens.com/cs/ww/en/view/109485969) Copy all required base elements from all libraries used for the configuration (e.g. PCS 7 AP Library) to the master data library of the multiproject ("Comp_LIB" in this case).
  • Page 153: Creating User-defined Technological Blocks

    Configuring AS functions 8.1 Principles Note Only base elements from the master data library should be used for configuring the charts. This ensures for example that all S7 programs will contain the same versions of the block types used. This avoids errors and warnings during later OS compilation. 8.1.2 Creating user-defined technological blocks Block library...
  • Page 154 Configuring AS functions 8.1 Principles library blocks is the fact that they are serviced and maintained systematically, including with regard to different PCS 7 versions. Project teams can save time and cost as a result, particularly for future upgrades where the original project team may no longer be available. Criteria to consider when making decisions about creating user-defined blocks The following points must be reviewed before creating user-defined blocks: ●...
  • Page 155: Creating User-defined Driver Blocks

    The hierarchical driver concept has been implemented in the PCS 7 basis library and forms a basis for asset management. Note If necessary, you can also consult with an appropriate SIEMENS technical department when creating driver blocks. Compendium Part A - Configuration Guidelines (V8.2)
  • Page 156: Changing The Message Class, Priority And Message Text

    Please take note of the "Aspects of Message Configuration" table in this regard in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/ cs/ww/en/view/109485969) manual. The appearance of limit violations at the block can be influenced in process control in group displays and in message lists.
  • Page 157 Configuring AS functions 8.1 Principles Procedure To do this, click on an FB in the master data library and select "Special Object Properties > Message". Note First take care of the changes in the master data library and then update the FBs in the S7 programs of the AS subprojects (see also section: Updating block types (Page 159)).
  • Page 158: Changing Attributes

    Configuring AS functions 8.1 Principles 8.1.5 Changing attributes Introduction You can change the attributes of any function block. The attribute "S7_m_c = true" for example means that the block/block I/O should be created as a structure/tag in the OS project through the OP compilation.
  • Page 159: Updating Block Types

    You may need to compile and download the OS servers if you make changes to the block attributes. You can find information on S7 attributes in the "PCS 7 Programming Guide for Blocks" (https://support.industry.siemens.com/cs/ww/en/view/24449702) manual. 8.1.6 Updating block types...
  • Page 160 If you select one or more blocks in the block folder, only these are updated. The advantage is that this accelerates the update process. Additional information on this process is available in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/ 109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 161: Driver Concept

    You will find further information on the subject of "Type updating in RUN" in the "SIMATIC Process Control System PCS 7 CFC for SIMATIC S7" (https://support.industry.siemens.com/ cs/ww/en/view/109736727) manual and in the application example "Process automation with the SIMATIC PCS 7 CPU 410-5H controller" (https://support.industry.siemens.com/cs/ww/en/ view/96839331) 8.1.7...
  • Page 162 The channel blocks of the PCS 7 Advanced Process Library are described in the "SIMATIC process control system PCS 7 Advanced Process Library" (https:// support.industry.siemens.com/cs/ww/en/view/109482346) manual in the "Channel Blocks" section. The channel blocks of the PCS 7 Library V7.1 are described in the "SIMATIC process control system PCS 7 Standard Library"...
  • Page 163: As Resource Utilization

    Note You can find additional information in FAQ "How can you calculate the cycle load of the automation system (AS) online?" (https://support.industry.siemens.com/cs/ww/en/view/ 22000962). Typical limits for the cycle load after commissioning the AS: Observe the TOTALAV I/O of the "CPU_RT" block (total average value of all OB 1, OB 3x, OB 8x (in %).
  • Page 164 Configuring AS functions 8.1 Principles Increased availability as part of Lifecycle agreements: The work memory code may not be set to more than 80%. Communication utilization The following recommendations for communication between two PCS 7-AS can be deduced from the rules on configuring AS-wide interconnections in the CFC online help: ●...
  • Page 165: Creating Process Tags

    Configuring AS functions 8.2 Creating process tags Creating process tags 8.2.1 Process tag types (templates) A process tag type (template) is a project-specific interconnection of blocks. It serves as a model for a specific automation function. Example A valve-control process tag type from the PCS 7 AP library is shown below. The valve-control process is completed here with the channel blocks for inputs and outputs, the technological blocks "Intlk02"...
  • Page 166: Control Module Type (cmt)

    Information on creating CFCs and process tag types can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/ en/view/109485969) manual. All process tag types are then to be saved in the master data library and can be maintained and edited there as needed.
  • Page 167: Requirements For Configuration In Cfc Editor

    8.2 Creating process tags Note Additional information on managing control modules can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/ view/109485969) manual as well as in the CFC-Editor online help. 8.2.3 Requirements for configuration in CFC Editor Areas reserved for other applications Open the "Settings for compile/download"...
  • Page 168 You can find additional information on this topic in the FAQ "Why does the error message "Maximum length of code area reached (max. 64 KB)" or "Insufficient main memory" appear when the CFC charts are compiled?" (https://support.industry.siemens.com/cs/ww/en/view/ 771569). Generate image of downloaded program for comparison As of the PCS 7 V7.0, the "Generate image of downloaded program for comparison"...
  • Page 169: Run Sequence

    Configuring AS functions 8.2 Creating process tags 8.2.4 Run sequence Principle of the run sequence A runtime group is created for every CFC chart (process tag) automatically upon creation. The "Predecessor for runtime sequence" function in the runtime editor provides the option of determining the installation position of the next CFC chart within a cyclic interrupt OB.
  • Page 170 If the runtime group contains fail-safe blocks, the option is not activated. You can find more detailed information on the run sequence and how it is optimized in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 171: Generation Of Logical Operations

    You will find detailed information on the SIMATIC Logic Matrix in the application example "Efficient engineering of interlocking with PCS 7 Logic Matrix " (https:// support.industry.siemens.com/cs/ww/en/view/109482621) and in the "SIMATIC Process Control System PCS 7 Logic Matrix" (https://support.industry.siemens.com/cs/ww/en/view/ 109737083) manual.
  • Page 172: Creating Step Sequences

    It is created in the SFC editor. Block icons for SFCs and SFC types are generated automatically during OS compilation. Note Additional information on this is available in the "Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/109485969) manual. SFC types In the SFC, there are the "SFC chart" and "SFC type" object types.
  • Page 173: Bulk Engineering

    Configuring AS functions 8.5 Bulk Engineering Bulk Engineering 8.5.1 PCS 7 Advanced Engineering Introduction Advanced Engineering combines the tools from the basic and detailed planning, e.g. EPlan, ELCAD and SmartPlant, with those in PCS 7 Engineering (CFC, HW Config, Plant Hierarchy). Master Data Library Basis: All CMT Advanced ES...
  • Page 174 Configuring AS functions 8.5 Bulk Engineering Scope of functions Advanced Engineering is an optional package for PCS 7 Engineering which can be used from PCS 7 V7.1 SP2 and above. ● Advanced Engineering processes data for use in the PCS 7 ES. ●...
  • Page 175 Further information on PCS 7 Advanced Engineering can be found in the following manuals: ● "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969), "Exchanging data with plant engineering" section ● "SIMATIC Process Control System PCS 7 Advanced Engineering System"...
  • Page 176: Import/export Assistant (iea)

    Configuring AS functions 8.5 Bulk Engineering 8.5.2 Import/Export Assistant (IEA) Introduction During the planning of a plant, a wide variety of data is created, often at a time where no definite control system is planned. By using the import function, this data can be made available to the control system engineering.
  • Page 177 Configuring AS functions 8.5 Bulk Engineering Scope of functions The functions that can be used with the IEA include: ● Standardized plant libraries with tested process tag types and models ● Import of plant data (e.g. process tag lists or I/O lists) from the higher-level CAD/CAE environment ●...
  • Page 178 Configuring AS functions 8.5 Bulk Engineering Note Information on working with the IEA can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/ 109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 179: Managing Process Tag Types With The Process Object View

    Note Information on the structure and on working with the process object view can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 180 Configuring AS functions 8.6 Managing process tag types with the process object view Filter function of the process object view Filtering in the process object view is a comprehensive tool. A filter with a variety of criteria is shown here as an example: ●...
  • Page 181 Configuring AS functions 8.6 Managing process tag types with the process object view Exporting and importing inputs/outputs and messages Through the exporting and importing of attributes you have the option of exporting information on parameters, signals and messages to a file, processing it with standard applications and inputting it (importing it) again.
  • Page 182 Configuring AS functions 8.6 Managing process tag types with the process object view Further functions of the process object view Other important functions in the process object view include: ● Find/Replace ● Test mode ● Display data for fail-safe applications ●...
  • Page 183: Comparing Projects With The Version Cross Manager (vxm)

    Usage scenarios and information on working with the Version Cross Manager can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 184: Archiving/versioning With Version Trail

    A description of the process for archiving, including with the optional "Version Trail" package can be found in the "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 185: Compiling And Downloading

    Compiling and downloading Compiling the user program The charts are reproduced in functions (FC) and data blocks (DB) when compiling the user program. The program is also checked for consistency, errors and warnings. A one-off compilation of the overall program is required at the start. Following this a compilation of the changes will suffice.
  • Page 186: Downloading The User Program

    Compiling and downloading 9.2 Downloading the user program Downloading the user program Loading the hardware and the network configuration into the AS are conditions for downloading the user program. You can find information about this in the following sections: ● Creating and managing a PCS 7 project (Page 43) ●...
  • Page 187 Compiling and downloading 9.2 Downloading the user program What situations will prevent online downloads of changes? It is no longer possible to download changes if the following conditions are present: ● A used block type has been replaced by a new version that contains structural changes, for example, due to the addition of I/Os and/or messages.
  • Page 188 Compiling and downloading 9.2 Downloading the user program Downloading to the target system The following image shows the dialog box for downloading the target system: By confirming with "OK" the following notice is displayed with a query on whether the parameters need to be read back.
  • Page 189 Compiling and downloading 9.2 Downloading the user program Read-back prior to complete download If the parameters for a controller are changed in OS runtime, for example, they are written directly to the AS. If a complete download is made from the ES, the parameters changed on the OS will be overwritten by the ES.
  • Page 190 Compiling and downloading 9.2 Downloading the user program If read back of the parameters is confirmed with "OK" then the latest S7 program is downloaded in full to the AS following the read back. Work can continue with compiling and downloading changes as soon as the AS is in RUN mode again.
  • Page 191 Compiling and downloading 9.2 Downloading the user program Archiving is performed automatically using a version trail by activating the "Archive project after successful download" option. Archiving starts only after a successful download. Version Trail is opened for this purpose. Note The "Archive project after successful download"...
  • Page 192: Selective Download

    You can find further information on the subject of the “Selective Download” function in the configuration manual "SIMATIC Process Control System PCS 7 Engineering System" (https:// support.industry.siemens.com/cs/ww/en/view/109485969) and in the function manual "SIMATIC Process Control System PCS 7 CFC for SIMATIC S7" (https:// support.industry.siemens.com/cs/ww/en/view/109736727).
  • Page 193 Compiling and downloading 9.3 Selective download With the "chart-based insertion" option activated, an appropriate runtime group is automatically created in the OB 100 when instantiating blocks with startup characteristics. All block instances in a chart that have a startup characteristic are integrated in the cyclical runtime groups and in the runtime group assigned to this plan in the OB 100.
  • Page 194 You can find further information in FAQ "How do you use the "Selective Download" function in migrated PCS 7 projects?" (https://support.industry.siemens.com/cs/ww/en/view/ 109478772). Color representation of a block or chart I/O If a block or chart I/O has been changed, for example, due to configuration or interconnection, this status is indicated by a colored representation of this I/O.
  • Page 195: Compile Os

    Compiling and downloading 9.4 Compile OS Compile OS Introduction With the OS compilation all the relevant AS engineering data is transferred to the OS project and any corresponding OSD objects are created automatically (e.g. picture hierarchy, SFC display, process tag symbols and picture blocks, tags, messages, archive tags, OS server package).
  • Page 196 Compiling and downloading 9.4 Compile OS Procedure The following steps demonstrate how to compile the OS: 1. Select the "Compile" command in the context menu of the OS project. 2. Click "Next". 3. Check that the configured network connections AS1 and AS2 are selected. In this case, "Symb.
  • Page 197 "SIMATIC Process Control System PCS 7 Operator Station" (https:// support.industry.siemens.com/cs/ww/en/view/109485970) manual. 5. As an option you can adapt the default compilation data and the scope of the compilation. Instructions on the individual options are available via the "Help" button.
  • Page 198 Compiling and downloading 9.4 Compile OS The following image shows the "Create/Update Block Icons" dialog box. The PCS 7 picture blocks are implemented as a change function when the OS is compiled or with the "Create/Update Block Icons" function. The associated picture is updated when a change is made in the CFC chart. All block icons of a picture are updated for all other changes.
  • Page 199: Configuring Os Functions

    The most important settings for an OS client server system are outlined in this section. Note You will find extensive information on the configuration of the OS functions, for example, central OS settings for keysets, in the "SIMATIC process control system PCS 7 Operator Station" (https://support.industry.siemens.com/cs/ww/en/view/109485970) manual. 10.1.1 Defining the server assignment Introduction In order for a client to be able to display the process data from different servers in a distributed system, it needs information about the associated data.
  • Page 200 Configuring OS functions 10.1 Project settings Procedure 1. Assign the required server data (in our example, the package of redundant OS1) for every OS client project. To do this, use the shortcut menu command "Assign OS Server…". 2. Make the assignment in the dialog window that opens. Entries in different colors indicate different states.
  • Page 201 Configuring OS functions 10.1 Project settings Note OS server data only has to be assigned once to the OS client project. The client is automatically provided with the new OS server data when an OS server is downloaded (complete or changes only). An update is also performed when the OS client starts process mode.
  • Page 202: Selecting A Preferred Server

    Configuring OS functions 10.1 Project settings Note The server data includes the computer name of the ES from which the server data is to be downloaded automatically. If the ES cannot be reached, the OS client attempts to download the server data directly from the server when runtime is restarted. If the project is moved to another path or to another ES (another computer name), the server data must be regenerated (manually or by compiling the OS) and reassigned to the OS client projects.
  • Page 203 Configuring OS functions 10.1 Project settings errors in the redundancy connections, the OS client switches to the OS server with the most active/error-free connections. Note If no preferred server is entered in the "Configure the Server Data" dialog, the OS clients interconnect to the OS server that is designated as the master.
  • Page 204: Selecting And Configuring A Standard Server

    OS client. A different assignment is not possible. Note You can find more information on this topic in the "SIMATIC Process Control System PCS 7 Fault-tolerant Process Control Systems" (https://support.industry.siemens.com/cs/ww/en/ view/109485961) manual. 10.1.3 Selecting and configuring a standard server...
  • Page 205 Configuring OS functions 10.1 Project settings ● Make trend groups assembled on a client available to other clients ● Have access to user archives A standard server setting is required on each client. Note Selected standard servers (e.g. for operator messages, alarms, user-configured message classes, etc.) set on a client should be configured redundantly.
  • Page 206 Configuring OS functions 10.1 Project settings Procedure In the “Configure Standard Servers" dialog, the standard servers are specified for the components individually listed in the dialog. Select the standard server for the "Alarms" and "SSM" (Split Screen Manager) components only. Note Alarms A standard server must always be specified for alarms.
  • Page 207: Working With The Os Project Editor

    Configuring OS functions 10.1 Project settings 10.1.4 Working with the OS project editor Introduction In the OS project editor, you make settings for the user interface which a plant operator can use to control and monitor the plant in process mode. The OS project editor contains the following tabs: Function Layout...
  • Page 208: Language Settings

    Configuring OS functions 10.1 Project settings Example OS client layout The settings can also be modified at a later time, if necessary. Note Not all configuration options are available in the OS project editor in the the "Configurations that support online delta loading only" mode. In this mode, the only settings that can be changed are those that do not require a complete download of the PCS 7 OS.
  • Page 209 WinCC is not opened from the Simatic Manager will the language correspond to the one set before the program was last exited. Additional information Further instructions and information on language settings can be found in the document " Configuring texts and languages in SIMATIC PCS 7 (https://support.industry.siemens.com/cs/ ww/en/view/56248153)". Compendium Part A - Configuration Guidelines (V8.2)
  • Page 210: Redundancy Settings In The Server Project

    Configuring OS functions 10.1 Project settings 10.1.6 Redundancy settings in the server project Procedure 1. Open the "Redundancy" editor in the OS server project. 2. Check that the redundancy partner settings are correct and activate the options you require. Note The redundancy partner can be connected either via a serial interface (null modem cable) or, as of PCS 7 V7.0, via an additional network I/O (connected by means of a crossed network cable between the redundancy partners).
  • Page 211: Time Synchronization

    Configuring OS functions 10.1 Project settings Following the initial download to the target computer, the redundancy settings must be checked/ adapted once with regard to redundancy monitoring (e.g. connecting cable via COM port or Ethernet connection) on the target computers and confirmed with "OK". As of PCS 7 V7.0 SP1, you adapt the settings using SIMATIC Shell in the Windows Explorer.
  • Page 212 You can find the configuration options available with PCS 7 (e.g. Windows workgroup/Windows domain with/without a central plant clock) and the corresponding detailed configuration instructions in the manual "PCS 7 Time synchronization" (https:// support.industry.siemens.com/cs/ww/en/view/109485963). Information on further configuration options can also be found at (https:// support.industry.siemens.com/cs/ww/en/view/61931975).
  • Page 213 Configuring OS functions 10.1 Project settings Principle To ensure and check the completeness and correctness of the time synchronization settings for the system components, a separate record or documentation of these settings is recommended: ● Excel template Using an Excel table, you can record and continually document how the time synchronization is configured for each individual component.
  • Page 214 Configuring OS functions 10.1 Project settings Time settings on all OS computers 1. The time settings below must be checked/modified on every OS PC. You reach these settings via "Start > Settings > Control Panel > Date and Time > Change Time Zone". 2.
  • Page 215 Configuring OS functions 10.1 Project settings 3. The option "Synchronize with an Internet time server" found on the "Internet Time" tab must not be activated. 4. Open the "Region and Language" editor via "Start > Control Panel > Regional and Language Options"...
  • Page 216 Configuring OS functions 10.1 Project settings Settings in the "Time Synchronization" editor in the OS server project Time synchronization of the plant bus is performed via the OS server and the redundant OS partner server with the aid of the CP1613/CP1623/CP1628. Note If the ES does not have a CP1613/CP1623/CP1628 communication processor (as of PCS 7 V7.0 SP2), select the "Display symbolic name of the access points"...
  • Page 217 Configuring OS functions 10.1 Project settings "Display symbolic name of the access point" option: To configure the time synchronization from an ES, you can also display symbolic names of the access points that are represented by "<>". Activate the corresponding check box. When the target computer boots up in runtime, these names are assigned to the access points.
  • Page 218 Configuring OS functions 10.1 Project settings Computer properties in the OS client project You must also make the following settings in the properties dialog of the computer: Settings in the "Time Synchronization" editor in the OS server projects The OS clients receive their time from an OS server on the terminal bus. You need to make the following settings in the OS projects of the clients, in the "Time Synchronization"...
  • Page 219 Configuring OS functions 10.1 Project settings Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 220 Configuring OS functions 10.1 Project settings Computer properties in the OS client projects Make the following settings here: Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 221: Graphics Runtime On The Os Clients

    Configuring OS functions 10.1 Project settings 10.1.8 Graphics Runtime on the OS clients Block the key combinations in the computer properties of the OC client projects. This prevents access to the operating system during runtime. To ensure the Windows taskbar remains hidden during process mode even when standalone applications are called (e.g.
  • Page 222: Os Resource Utilization

    Configuring OS functions 10.1 Project settings 10.1.10 OS resource utilization The limiting values recommended in this section for OS servers or OS single stations are based on empirical values. They are listed as OS quantity structures in the event of Alarm Logging and Tag Logging in the PCS 7 catalog.
  • Page 223 You will find further information on diagnosing causes and taking measures in the contribution "How do you shorten any delays in the display of screens/faceplates in the PCS 7 OS?" (https:// support.industry.siemens.com/cs/ww/en/view/109480249). Increased availability as part of Lifecycle agreements Where the limiting values are being exceeded corresponding measures must be taken to reduce the load of the OS server and to guarantee the performance of the OS runtime.
  • Page 224: Visualization Interface

    Configuring OS functions 10.2 Visualization interface 10.2 Visualization interface 10.2.1 Structure of the picture hierarchy You can create a hierarchical structure for the plant with up to 8 levels. Buttons are used to navigate between the process pictures. The process pictures are assigned during AS engineering of the navigation in the SIMATIC Manager.
  • Page 225 Configuring OS functions 10.2 Visualization interface The picture hierarchy (Picture Tree) is automatically generated during OS compilation in accordance with the plant hierarchy settings in the SIMATIC Manager. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 226 Configuring OS functions 10.2 Visualization interface Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 227: Design Of Process Pictures

    Configuring OS functions 10.2 Visualization interface 10.2.2 Design of process pictures Introduction In general, process pictures are created in accordance with a set of specifications which are drawn up in close collaboration with the customer. Sector- and company-specific standards and guidelines must be taken into account. In the sample project, the following definitions have been laid down: Function design This function is provided for user objects.
  • Page 228 Configuring OS functions 10.2 Visualization interface Situation and task-oriented process views In addition to the process pictures predominantly oriented to the instrumentation at the "subsystem" level, which are created based on pipeline and instrument flow charts, you can also create information-based overview and group displays. These are specially oriented to the process control task.
  • Page 229 Configuring OS functions 10.2 Visualization interface This is implemented using the system library APL (Advanced Process Library) and the AddOn APG (Advanced Process Graphics). In this process, the AddOn APG supplies a function block, which collects the data from the AS and supplies the graphic objects provided by APG with data.
  • Page 230: Block Icons/user Objects

    You can find additional information on the subject of "Advanced Process Graphics" and configuration notes in the application example "Integration of Advanced Process Graphics in SIMATIC PCS 7" (https://support.industry.siemens.com/cs/ww/en/view/89332241). Note Take note of the following recommendations when creating process pictures: ●...
  • Page 231 Configuring OS functions 10.2 Visualization interface The graphic objects from this typical picture are used during OS compilation and inserted into the process pictures and linked to the appropriate process tag automatically in accordance with the plant hierarchy. Several block icons are available for some AS blocks. This is the case, for example, for the direction of flow of the medium for a valve with a defined vertical or horizontal direction.
  • Page 232 Configuring OS functions 10.2 Visualization interface You make your selection and specification via the AS block's properties dialog in CFC. The screenshot below shows the selection box that appears for the VALVE block by way of example. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 233: Custom Block Icons / User Objects

    Configuring OS functions 10.2 Visualization interface 10.2.4 Custom block icons / user objects The "Create/Update Block Icons" function uses the following template pictures: ● Template pictures created by the project engineer – Name starts with "@PCS7Typicals" – Number restricted to 10 ●...
  • Page 234: Faceplates

    Configuring OS functions 10.2 Visualization interface The "Create/Update Block Icons" function open all pictures with the fixed name component "@PCS7Typicals" and ascertains the picture priority alphabetically using the names: ● Prio 1: "@PCS7Typicals_MyAPL.pdl" (starting with the last picture alphabetically) ● Prio 2: "@PCS7TypicalsAPLV8.pdl" ●...
  • Page 235: Creating Block Icons In The Simatic Manager

    Configuring OS functions 10.2 Visualization interface VALVE: Valve control Block icon Faceplate Left-click the block icon to open the valve's faceplate within the process display. 10.2.6 Creating block icons in the SIMATIC Manager In PCS 7 the block icons/pictures are derived from the plant hierarchy (PH) by default. This is set in the SIMATIC Manager by selecting the picture property "Derive the block icons from the plant hierarchy".
  • Page 236 Configuring OS functions 10.2 Visualization interface Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 237: Wizards

    Importing picture objects Picture Functions Note Detailed information on working with the wizards can be found in the "SIMATIC Process Control System PCS 7 Operator Station" (https://support.industry.siemens.com/cs/ww/en/view/ 109485970) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 238: Message System

    "Configuring the PCS 7 message system" in the manual "SIMATIC Process Control System PCS 7 Engineering System" (https://support.industry.siemens.com/cs/ww/en/view/109485969). Process control and system messages are also automatically generated by the project editor for a new project.
  • Page 239 Configuring OS functions 10.3 Message system Note the highest priority of 16 is used to display "emergency messages" in a separate list named "High priority messages". A button which can be selected in order to display these messages has been added to the plant overview, next to the message line. This button flashes for as long as messages with this priority are still pending, irrespective of whether they have been acknowledged or not.
  • Page 240 Configuring OS functions 10.3 Message system Note To prevent too many messages being generated, the SIMATIC PCS 7 message concept employs cumulative message suppression. Example: An I/O module with eight channels can signal a wire break for every channel. If the I/O module is not connected to a power supply, just this one message is output and other messages relating to wire breaks are suppressed.
  • Page 241 Configuring OS functions 10.3 Message system Operator prompts Operator prompts are messages generated by the sequential control or stacking systems which prompt the operator to perform certain tasks. Operator messages Operator messages indicate which tasks the operator has performed manually (e.g. "User xy: control T4711: W was: 20 DEGC, W is now: 35 DEGC").
  • Page 242: Message Lists

    10.3.2 Message lists Introduction SIMATIC PCS 7 categorizes and displays messages in different message lists, based on their status and type. The message lists below are implemented in the message line: Message line Displays the latest unacknowledged message above the process overview...
  • Page 243 Configuring OS functions 10.3 Message system Operation list Displays all operator messages (e.g. "A controller setpoint is set to xxx.") Journal list Displays all messages (incoming, acknowledged, and outgoing messages) Hidden alarm list Displays all active, manually hidden, and automatically hidden messages. List of messages to be Display of all event messages which are hidden when they occur.
  • Page 244: Acknowledgment Concept

    Configuring OS functions 10.3 Message system A maximum of 1,000 messages are scanned and displayed per OS server. The scan is performed according to date/time by default. The messages are sorted and displayed accordingly after all servers have been scan‐ ned.
  • Page 245 Configuring OS functions 10.3 Message system Note From PCS 7 V8.1, the message types adopt the properties of the message classes. The message classes remain as a higher-level element of the message types and can still be used with their group variables. These properties can thus be used more flexibly in the message types.
  • Page 246 Configuring OS functions 10.3 Message system Option Description Flashing on Activate the check box for a new value message with single or dual-mode acknowledgment. The messages of this message class flash when displayed in the message window. For a message block to flash in Runtime, flashing must be activated in the properties of the respective message block.
  • Page 247: Interrupt Management

    Information on configuring and on operating and monitoring the Smart Alarm Hiding can be found in the document "PCS 7 in Practice - Smart Alarm Hiding" (https:// support.industry.siemens.com/cs/ww/en/view/55699984). 10.3.5 Group display A particular message from a process picture can be traced across all levels using the group display.
  • Page 248 Configuring OS functions 10.3 Message system picture, in which the message can be uniquely assigned. If messages occur in two process pictures at the same time and these pictures are "ORed", the function branches to the first process picture in which the the group displays come together. The group display can contain the following information: Flashing interrupt signal (white on red)
  • Page 249: Audible Interrupt Signaling

    A corresponding variable (of the "Horn" group) must be created for this. Note You will find further information on configuring the "Horn" editor in the FAQ "How do you configure the horn in SIMATIC PCS 7?" (https://support.industry.siemens.com/cs/ww/en/view/ 89279751). 10.3.7 Time stamp Messages are generated in different areas and at various positions within PCS 7.
  • Page 250 10.3 Message system Note Information on the time stamping in the distributed I/O can be found in the "SIMATIC Process Control System PCS 7 High-Precision Time Stamp" (https://support.industry.siemens.com/cs/ ww/en/view/109485958) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 251: Archiving

    Configuring OS functions 10.4 Archiving 10.4 Archiving 10.4.1 Introduction Backing up process values and messages In a PCS 7 plant, you can archive various types of data which are produced in process mode. This data includes process values (analog and binary) and messages. PCS 7 provides the option of automatically creating archive tags for process values that are marked accordingly.
  • Page 252 Configuring OS functions 10.4 Archiving The archive values associated with TagLogging Fast and also with TagLogging Slow (as of PCS 7 V7.0) are saved in the database in a compressed state, although this does not impair the quality of the values. The compression factor which can be achieved depends on a number of factors, particularly on whether or not the archive values can be combined during the acquisition of measured values by means of a sufficiently large hysteresis setting.
  • Page 253: Archive Configuration For Taglogging Fast And Taglogging Slow

    Configuring OS functions 10.4 Archiving A time period during which the Tag Logging should be referred back to is set in the practical implementation. The required memory is roughly calculated. When using a Process Historian (PH), we also recommend saving the time range required for the operator in the process mode of typically 1 to 3 months on the OS servers.
  • Page 254 Configuring OS functions 10.4 Archiving Example You are planning on using a period of around 2 months: You have calculated a mean value of 750 archive values/s for TagLogging Fast. ● The maximum size for all segments is calculated as follows: –...
  • Page 255 Configuring OS functions 10.4 Archiving You proceed in exactly the same way for "TagLogging Slow". You have calculated a mean value of 100 archive values/s for TagLogging Slow. ● The maximum size for all segments is calculated as follows: – Where a memory requirement of 16 bytes per measured value is assumed: approx.
  • Page 256: Archive Configuration For Alarmlogging

    Configuring OS functions 10.4 Archiving 10.4.3 Archive configuration for AlarmLogging Calculation Unlike with TagLogging, messages occur as events and you must make assumptions, for example, as regards an average message load which is continuously present. These assumptions can differ from one another considerably, depending on the technology/sector in question.
  • Page 257: Long-term Archiving Using Simatic Pcs 7 Process Historian

    PH. Reports can be created with this using a web application or via a corresponding add-in in an Office application (Word or Excel). The following image shows a schematic configuration in the SIMATIC PCS 7 environment: Compendium Part A - Configuration Guidelines (V8.2)
  • Page 258 The new Process Historian (PH) with reporting system has been introduced in parallel with the Central Archive Server (CAS) archiving system as part of the introduction of SIMATIC PCS 7 V8.0. From SIMATIC PCS 7 V8.1 onwards, the CAS is no longer supported.
  • Page 259 Configuring OS functions 10.4 Archiving The Information Server (IS) is a web-based reporting system. The IS provides the user with the data from the PH database using the Internet Information Service (IIS). The following image provides an overview of the Process Historian and Information Server mode of operation: Office PC MS Excel...
  • Page 260: Process Historian (ph)

    The PH does not need a connection to the plant bus. It can be connected to the OS and Batch Servers of the SIMATIC PCS 7 plant via terminal bus, for example, using the integrated network connection (on-board Ethernet RJ45 port) of the server.
  • Page 261 Configuring OS functions 10.4 Archiving Functions of the Process Historian The PH includes the following functions: ● When the PH is reconfigured, a wizard checks the system requirements (operating system, RAM, HDD, etc.) for PH operation and prevents setup if the requirements are not met. ●...
  • Page 262: Information Server (is)

    The work memory and number of processors and hard disks can be expanded with the configuration. Further information on the required PH hardware can be found in the "SIMATIC Process Historian Administration" (https://support.industry.siemens.com/cs/ww/de/view/109475338) manual. Software requirements The following software requirements apply to the PH: ●...
  • Page 263 Configuring OS functions 10.4 Archiving You can access the Information Server web application via Internet Explorer with the corresponding access rights. In addition to displaying reports, the web application is also used for administering the Information Server. The Information Server uses the Internet Information Service (IIS) to provide data to an IS client.
  • Page 264 Configuring OS functions 10.4 Archiving Functions The Information Server's functions include: ● Web Front End of the Process Historian ● IIS application ● Access protection ● User administration ● Report creation ● Report management ● Time-driven, variable-driven, and interrupt-driven report creation ●...
  • Page 265 Configuring OS functions 10.4 Archiving Licensing An Information Server client can be MS Internet Explorer or an MS Office application (MS Excel, MS Word, or MS Power Point). The Office applications access the Information Server via an installed add-in. The License Manager on the Information Server counts all active client connections. For each IS client computer on which one or more Information Server connections are active, an Information Server client access license is required.
  • Page 266 You can find additional information in the following manuals: ● Manual "Information Server 2014: Operating instructions" (https:// support.industry.siemens.com/cs/ww/en/view/109475337) ● Information Server Installation Notes ● Application examples "Installation, Operation and Maintenance of Process Historian/ Information Server in a PCS 7 Environment"...
  • Page 267: Pcs 7 Web Option

    You can find important information on the subject of performance improvement of clients and systems, the Certification authority (CA), or Certificate Revocation List (CRL) in the contribution "What can cause the start of SIMATIC PCS 7 applications being delayed?" (https:// support.industry.siemens.com/cs/ww/en/view/87057037).
  • Page 268 Configuring OS functions 10.5 PCS 7 Web option Additional information You will find a detailed description of how to use the Web solution in the "SIMATIC PCS 7 OS Web Option for OS" (https://support.industry.siemens.com/cs/ww/en/view/109485959) manual. Additional relevant information can be found in the "PCS 7 Security Concept Recommendations and Notes"...
  • Page 269: Wincc/webux

    ● Management for inspecting key production figures (KPI, Key Performance Indicators) Note You can find additional information on WebUX in the "WinCC Basic Options V7.4: WebNavigator, DataMonitor, WebUX, Connectivity Pack" (https:// support.industry.siemens.com/cs/ww/en/view/109736233) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 270: Openpcs 7

    Note System description You will find a detailed description of how to use the Web solution in the "SIMATIC Process Control System PCS 7 OpenPCS 7" (https://support.industry.siemens.com/cs/ww/en/view/ 109485957) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 271: Simatic Pdm Server/client Structure

    You can find additional information on using the server/client structure with SIMATIC PDM V9.0 in the "SIMATIC Process Control System PCS 7 Help with SIMATIC PDM (V9.0)" (https:// support.industry.siemens.com/cs/ww/en/view/109482406) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 272: User Administration

    Configuring OS functions 10.9 User administration 10.9 User administration 10.9.1 User Administrator Scope of functions The "User Administrator" editor of the "WinCC Configuration Studio" is used to establish user administration. The editor is used to assign access rights to users for individual editors in the configuration system and to functions in process mode, as well as to monitor these rights.
  • Page 273: Wincc Logon

    Suitable Not suitable SIMATIC Logon is supplied with "Contract License" in SIMATIC PCS 7 V7.1 and above. This means there are no further licensing costs for SIMATIC Logon within PCS 7. As a result, we generally recommend that SIMATIC Logon is used, as it provides more benefits than WinCC Logon and is not associated with any additional costs.
  • Page 274 Configuring OS functions 10.9 User administration accessed. If the appropriate authorizations are not in place, the User Administrator denies the user access to the requested functionality. User groups, users, and their passwords are managed in the "User Administrator" editor. The user groups, users, and passwords must be created separately in every OS client.
  • Page 275 Configuring OS functions 10.9 User administration Note A distinction is made between uppercase and lowercase letters for user names and passwords as of PCS 7 V8.0 SP1. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 276: Simatic Logon

    10.9 User administration 10.9.3 SIMATIC Logon Introduction SIMATIC Logon is a Windows-based central user management system with access protection for the SIMATIC PCS 7 system components. SIMATIC Logon consists of the following components: Software component Area of application PCS 7 system component which uses the software com‐...
  • Page 277 Configuring OS functions 10.9 User administration SIMATIC Logon Role Management is started from the individual applications (e.g. SIMATIC BATCH, ALM). SIMATIC Logon Event Log Viewer SIMATIC Logon Eventlog Viewer is a SIMATIC Logon component for recording and displaying events. SIMATIC Electronic Signature Electronic signatures can be used for status changes in the process or with events in the process.
  • Page 278 (http://technet.microsoft.com/en-us/library/dd861336.aspx) Method of operation Information on the logon process and functional mechanism of SIMATIC Logon can be found in the "SIMATIC Logon" (https://support.industry.siemens.com/cs/ww/en/view/109738714) manual. The following image shows an authentication scenario with SIMATIC Logon: Compendium Part A - Configuration Guidelines (V8.2)
  • Page 279 Configuring OS functions 10.9 User administration Logon Computer Domain Terminal bus SIMATIC PC Station 1 OS Client 1 SIMATIC Logon Service User Administrator ① The user logs on to OS client 1. ② The OS client 1 transfers the username and password to SIMATIC Logon Service after logon.
  • Page 280 Configuring OS functions 10.9 User administration Configuring user administration The following steps provide examples of how user management can be configured in association with SIMATIC Logon. The "Operators" group has been created as an example. You will need a valid SIMATIC Logon installation in order to execute the steps. 1.
  • Page 281 "Operators" user group. Note Only the groups in the "User Administration" Editor should be created for SIMATIC PCS 7 OS. The names of the newly created user groups must be written in exactly the same way in the Windows operating system and the OS User Administrator.
  • Page 282 Configuring OS functions 10.9 User administration License The license for SIMATIC Logon is integrated in PCS 7 in version V7.1 and above. A master license is automatically created on the system through the installation via the SIMATIC PCS 7 framework setup. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 283: Downloading The Os Projects

    ● The logged-on user must be a member of the Windows user group "SIMATIC HMI". Note You can find details about the "SIMATIC Rights" tool and Windows user permissions in the PCS 7 Readme (https://support.industry.siemens.com/cs/ww/en/view/109478781). Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 284 Process Control System PCS 7 – PC Configuration" (https:// support.industry.siemens.com/cs/ww/en/view/109485951) manual. 2. In the next dialog you define the scope of the data which you wish to download. The first time an OS server (in this case, SERVER1A) is downloaded, a complete download is required.
  • Page 285 Configuring OS functions 10.10 Downloading the OS projects 3. The dialog below shows how the download procedure is progressing; this procedure must be completed successfully. 4. You can call the load log for the server as well as for the client once the download procedure is complete.
  • Page 286 Configuring OS functions 10.10 Downloading the OS projects Note The computer name in the WinCC project during configuration corresponds to the name of the engineering station for all OS projects. When the OS projects are downloaded to the individual PCs, the name is automatically replaced by that of the corresponding target OS computer (see load log).
  • Page 287: Changing Projects In Process Mode

    The background to this and further information on downloading changes can be found in the section "Downloading Changes to a Project" in the "SIMATIC Process Control System PCS 7 Operator Station" (https://support.industry.siemens.com/cs/ww/en/view/109485970) manual. There is an option for displaying the number of changes made via the "Details" button in the dialog box for starting the OS download.
  • Page 288: Compiling And Downloading In Stages

    Changing projects in process mode 11.1 Downloading changes online 11.1.1 Compiling and downloading in stages Procedure 1. Compile the S7 program in the CFC or SFC editor or in the plan directory of the component view. It makes no difference whether the "Changes only" or "Entire program" option is selected in terms of the AS's capacity to download changes.
  • Page 289: Central Dialog "compile And Download Objects

    Changing projects in process mode 11.1 Downloading changes online 11.1.2 Central dialog "Compile and Download Objects" The "Compile and Download Objects” dialog box can be used to update all SIMATIC stations automatically, one after the other. The settings for compiling changes and for downloading changes are made separately for the relevant objects via the "Edit"...
  • Page 290 An overview of the points where changes can be made can be found in the section "Downloading Changes to a Project" in the "SIMATIC Process Control System PCS 7 Operator Station" (https://support.industry.siemens.com/cs/ww/en/view/109485970) manual. Compendium Part A - Configuration Guidelines (V8.2)
  • Page 291: Complete Online Download To A Redundant Os Server Pair

    Changing projects in process mode 11.2 Complete online download to a redundant OS server pair 11.2 Complete online download to a redundant OS server pair Introduction You always need to perform a complete download for the initial loading or after performing substantial changes.
  • Page 292 Changing projects in process mode 11.2 Complete online download to a redundant OS server pair Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 293: Integrated Asset Management

    Integrated asset management PCS 7 diagnostics and maintenance functions enable you to monitor the various components of a PCS 7 plant and to display its status in process mode. This status is represented by defined icons. A maintenance station (MS) must be configured in order to make use of these diagnostics and maintenance functions.
  • Page 294: Configurations With Maintenance Station

    Integrated asset management 12.1 Configurations with Maintenance Station 12.1 Configurations with Maintenance Station 12.1.1 Characteristics for the MS server The following characteristics apply for the MS server: ● Maintenance Station Standard (integrated in PCS7) – Licenses required – Full functionality ●...
  • Page 295: Multiple Station System With Ms Client On The Es

    Integrated asset management 12.1 Configurations with Maintenance Station Note In this plant configuration, the OS must be configured as a single station system. You make this setting when creating the project in the SIMATIC Manager, using the "New Project" PCS 7 wizard.
  • Page 296: Tips On Configuration

    Integrated asset management 12.1 Configurations with Maintenance Station Decision support 1. MS server on an existing OS server: – Plants with 1-2 OS servers – The OS server must be sufficiently scaled for licenses and performance. Buffers for later expansions must also be figured in. –...
  • Page 297 2) Only applies to SIMATIC MS PDM Note The configuration and the related requirements which must be met are described in detail in the "Process Control System PCS 7 Maintenance Station" (https:// support.industry.siemens.com/cs/ww/en/view/109485949) manual. Compendium Part A - Configuration Guidelines (V8.2) Configuration Manual, 08/2016, A5E38166869-AA...
  • Page 298 Integrated asset management 12.1 Configurations with Maintenance Station Asset management In the "MS server as separate computer" option you create a separate project in the multiproject for the PC stations for asset management The data present in the multiproject serves as the basis for asset management (diagnostics blocks, HW Config, system charts with diagnostic blocks and PDM).
  • Page 299 Integrated asset management 12.1 Configurations with Maintenance Station Diagnostic structure The following general steps show how to create a diagnostic structure: 1. Check the "Derive picture hierarchy from the plant hierarchy" option. 2. Check the "Derive diagnostics screens from the plant hierarchy" box. 3.
  • Page 300: More Information

    You can find information about retrospective configuration of Asset Management in existing PCS 7 projects, for example, in projects where the picture hierarchy is not derived from the plant hierarchy, in the document "Integration of SIMATIC PCS 7 Asset Management into existing projects" (https://support.industry.siemens.com/cs/ww/en/view/27833758).
  • Page 301: Service And Support

    – free of charge, outside office hours and at the weekend. Technical Support The Siemens Industry Technical Support offers you fast and competent support for any technical queries you may have with a number of tailor-made solutions – ranging from basic support to individual support contracts.
  • Page 302 If you have any questions or need support, please contact your local representative, who will put you in contact with the responsible service center. You can find your contact partner in the contact database: www.siemens.com/yourcontact (www.siemens.com/yourcontact). Compendium Part A - Configuration Guidelines (V8.2)

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