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Preface, Contents Additional Documentation 1 Functions of the PCS 7 OS in Process Mode 2 PCS 7 OS Process Mode - User Interface 3 System Operator Inputs 4 Graphic System - Display and Operation of Process Pictures 5 Trend System - Analysis of Processes 6 Message System - Diagnostics for Processes 7 Reports System - Documentation of Processes 8 Archive System - Displaying Archives 9 PCS 7 Maintenance Station - Servicing the Plant 10Creating a Plant-Specific Process Control Manual 11 Index

SIMATIC

Process Control PCS 7 V7.0 PCS 7 OS Process Control Operating Instructions

11/2006 A5E00808634-01

Siemens AG Automation and Drives Postfach 4848 90437 NÜRNBERG GERMANY

A5E00808634-01 11/2006

Copyright © Siemens AG 2006 Technical data subject to change

Safety Guidelines This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring to property damage only have no safety alert symbol. The notices shown below are graded according to the degree of danger.

! Danger indicates that death or severe personal injury will result if proper precautions are not taken.

! Warning indicates that death or severe personal injury may result if proper precautions are not taken.

! Caution with a safety alert symbol indicates that minor personal injury can result if proper precautions are not taken.

Caution

without a safety alert symbol indicates that property damage can result if proper precautions are not taken.

Notice

indicates that an unintended result or situation can occur if the corresponding notice is not taken into account.

If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage.

Qualified Personnel The device/system may only be set up and used in conjunction with this documentation. Commissioning and operation of a device/system may only be performed by qualified personnel. Within the context of the safety notices in this documentation qualified persons are defined as persons who are authorized to commission, ground and label devices, systems and circuits in accordance with established safety practices and standards.

Prescribed Usage Note the following:

! Warning This device and its components may only be used for the applications described in the catalog or the technical description, and only in connection with devices or components from other manufacturers which have been approved or recommended by Siemens. Correct, reliable operation of the product requires proper transport, storage, positioning and assembly as well as careful operation and maintenance.

Trademarks All names identified by ® are registered trademarks of the Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.

Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions.

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 iii

Preface

Purpose of this documentation This documentation provides detailed instructions for operator control and monitoring of processes using the SIMATIC PCS 7 process control system, including all necessary information for safe operation.

Assumptions The following is assumed for the functions and operations in these operating instructions:

• A project created with SIMATIC PCS 7 is available.

• The PCS 7 project is loaded on the OS and the process mode is active.

Target group This manual serves as operating instructions for operators who perform operator control and monitoring of the process.

This documentation is aimed at persons involved in the areas of operator control, planning, configuration and maintenance of automation systems with SIMATIC PCS 7.

This documentation can also be used by project engineers to create a customized operator manual/process control manual for plant operators tailored to the needs of a particular plant. You can edit the provided source document in Word format for this purpose. You will find this source document in DOC format on the SIMATIC PCS 7; Manual Collection DVD. You can find additional information about this in the section "Creation of a plant-specific process control manual for operators".

Preface

Process Control PCS 7 V7.0 - PCS 7 OS Process Control iv A5E00808634-01

Required basic knowledge You require general knowledge of automation engineering to understand this manual.

You also need knowledge and experience in working with computers or PC-like tools running Windows Server 2003 or Windows XP Professional operating systems.

Since process control with SIMATIC PCS 7 is based on the PCS 7 Engineering System and the PCS 7 Operator Station, knowledge of and experience using the engineering software is required. This knowledge is provided by the following PCS 7 configuration manuals:

• Process Control System PCS 7; Engineering System

• Process Control System PCS 7; Operator Station

Field of application for this documentation This documentation applies to the Process Control System; PCS 7 Toolset software package as of V7.0.

Readme File You can read the latest information updating the documentation in the readme file:

• You can find the readme file on the Process Control System; PCS 7 Toolset DVD.

• You can also open the readme file after the installation of PCS 7 with the menu command Start > SIMATIC > Product Information > English > PCS 7 Readme.

Conventions The names of the software interface elements in this documentation are in the language used for this documentation. If you have installed a multi-language package for the operating system, some of the designations will be displayed in the base language of the operating system after a language switch and will, therefore, differ from the designations used in the documentation.

Preface

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 v

Changes from the previous version Below you will find an overview of the most important changes in the documentation over the previous version:

• Operating system for PC workstations in PCS 7:

- Windows XP Professional MUI for Engineering Station, OS client

- Windows Server 2003 MUI for Engineering Station, OS server

• PCS 7 Maintenance Station

- Diagnosis of the extent of utilization of the CPU with the PCS 7 Maintenance Station Information regarding this item may be found in ""CPU Performance Block", "Performance" view diagnostic faceplate".

- Diagnostics of the extent of utilization of the organization block OBx Information regarding this item may be found in ""CPU Performance Block" "OBx…" view diagnostic faceplate".

- Diagnostics in the user diagnostics area of the PCS 7 Maintenance Station Information regarding this item may be found in ""Global Asset Block", "Monitoring" view (user-specific) view diagnostic faceplate".

- Overview of up to 16 configured signals Information regarding this item may be found in ""Global Asset Block", "Diagnostics" view (user-specific) view diagnostic faceplate".

- The component comment from HW Config is displayed in the asset faceplate Information regarding this item may be found in ""Identification" view diagnostic faceplate".

• Hiding messages

- The operator is able to hide individual messages. Information regarding this item may be found in "Overview of the functions in the message system".

- It is possible to display a "Hidden List". You can find information about this in the section "Operator functions in the message system button set".

• Archive system

- Messages from the archives of the central archive server can be displayed on the OS client. You can find information about this in the section "Functions and outputs of the archive system".

• Representation in a graph

- Online tags and archive tags can be displayed together. You can find information about this in the section "Functions and outputs of the graphing system".

Preface

Process Control PCS 7 V7.0 - PCS 7 OS Process Control vi A5E00808634-01

PCS 7 Glossary You can find a PCS 7 glossary defining the most important technical terms used in the documentation on the DVD SIMATIC PCS 7; Manual Collection or within the PCS 7 software through the help menu SIMATIC Manager (menu command Help > Topics > "Glossary" button).

Further Support If you have any technical questions, please get in touch with your Siemens representative or responsible agent.

You will find your contact person at:

http://www.siemens.com/automation/partner

You will find a guide to the technical documentation offered for the individual SIMATIC Products and Systems at:

http://www.siemens.com/simatic-tech-doku-portal

The online catalog and order system is found under:

http://mall.automation.siemens.com/

Training Centers Siemens offers a number of training courses to familiarize you with the Process Control System SIMATIC PSC 7. Please contact your regional training center or our central training center in D 90327 Nuremberg, Germany for details: Telephone: +49 (911) 895-3200. Internet: http://www.sitrain.com

http://www.siemens.com/automation/partner

http://www.siemens.de/simatic-tech-doku-portal

http://mall.automation.siemens.com

http://www.sitrain.com

Preface

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 vii

Technical Support You can reach the Technical Support for all A&D products

• Via the Web formula for the Support Request http://www.siemens.com/automation/support-request

• Phone: + 49 180 5050 222

• Fax: + 49 180 5050 223

Additional information about our Technical Support can be found on the Internet pages http://www.siemens.com/automation/service

Service & Support on the Internet In addition to our documentation, we offer our Know-how online on the internet at: http://www.siemens.com/automation/service&support

where you will find the following:

• The newsletter, which constantly provides you with up-to-date information on your products.

• The right documents via our Search function in Service & Support.

• A forum, where users and experts from all over the world exchange their experiences.

• Your local representative for Automation & Drives.

• Information on field service, repairs, spare parts and more under "Services".

http://www.siemens.de/automation/support-request

http://www.siemens.de/automation/service

http://www.siemens.com/automation/service&support

Preface

Process Control PCS 7 V7.0 - PCS 7 OS Process Control viii A5E00808634-01

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 ix

Contents

1 Additional Documentation 1-1

2 Functions of the PCS 7 OS in Process Mode 2-1

3 PCS 7 OS Process Mode - User Interface 3-1 3.1 Introduction ....................................................................................................... 3-1 3.2 Purpose of the User Interface........................................................................... 3-1 3.3 Layout of the User Interface ............................................................................. 3-2 3.4 Appearance of the Cursor during Process Operation ...................................... 3-3 3.5 Overview Area .................................................................................................. 3-4 3.5.1 Purpose of the Overview Area.......................................................................... 3-4 3.5.2 Operator Control Functions in the Overview Area............................................ 3-5 3.6 Work Area......................................................................................................... 3-8 3.7 Button Area....................................................................................................... 3-9 3.7.1 Purpose of the Button Area .............................................................................. 3-9 3.7.2 Operator Control Functions in Button Set 1.................................................... 3-10 3.7.3 Operator Control Functions in Button Set 2.................................................... 3-14 3.7.4 Operator Control Functions in the Button Set of the Message System.......... 3-16 3.8 Window Types for Process Operation ............................................................ 3-18

4 System Operator Inputs 4-1 4.1 What are System Operator Inputs? .................................................................. 4-1 4.2 Overview of System Operator Inputs................................................................ 4-1 4.3 Log On and Log Off for OS Process Control .................................................... 4-3 4.3.1 Overview of the Options for Logging On for Process Control .......................... 4-3 4.3.2 How to Log On for Process Control Using a Password.................................... 4-5 4.3.3 How to Log On for Process Control Using a Chip Card ................................... 4-6 4.3.4 How to Log On for Process Control Using a Biometric System ....................... 4-6 4.3.5 How to Log Off as a User ................................................................................. 4-7 4.3.6 How to Change User for Process Control ........................................................ 4-9 4.3.7 How to Exit Process Mode.............................................................................. 4-10 4.4 Execute System Operator Inputs.................................................................... 4-11 4.4.1 How to Display Tooltips for Toolbar Buttons .................................................. 4-11 4.4.2 How to Display Picture Information ................................................................ 4-11 4.4.3 How to Print the Screen Content .................................................................... 4-13 4.4.4 How to Acknowledge Messages..................................................................... 4-14 4.4.5 How to Acknowledge a Signaling Device ....................................................... 4-15 4.4.6 How to Create New Users and Assign Permissions ...................................... 4-16 4.4.7 How to Display Your System Configuration Monitoring.................................. 4-19 4.4.8 How to Open the BATCH Control Center ....................................................... 4-21 4.4.9 How to Visualize an SFC in Process Mode.................................................... 4-22 4.4.10 How to Open the Route Control Center.......................................................... 4-23 4.4.11 How to Change the Language of the User Interface ...................................... 4-24 4.4.12 How to Display Print Jobs............................................................................... 4-25 4.4.13 How to Display a Print Preview ...................................................................... 4-26

Contents

Process Control PCS 7 V7.0 - PCS 7 OS Process Control x A5E00808634-01

5 Graphic System - Display and Operation of Process Pictures 5-1 5.1 Functions and Outputs of the Graphic System................................................. 5-1 5.2 Process Pictures............................................................................................... 5-2 5.3 Elements in Process Pictures........................................................................... 5-3 5.4 What are Process Controls?............................................................................. 5-6 5.5 Operator Controls in the Overview Area........................................................... 5-8 5.5.1 Overview of Operator Controls in the Overview Area ...................................... 5-8 5.5.2 How to Navigate to Plant Areas........................................................................ 5-9 5.5.3 How to Open the Picture Tree Navigator........................................................ 5-10 5.5.4 How to Acknowledge Messages in the Message Line ................................... 5-12 5.5.5 Group Display Status...................................................................................... 5-13 5.5.6 How to Display the Source of the Alarm Using the Group Display ................ 5-15 5.5.7 How to Work with the Loop in Alarm Function................................................ 5-17 5.5.8 How to Display the "Extended Message Line" ............................................... 5-18 5.6 Operator Inputs in the Button Area................................................................. 5-19 5.6.1 Overview of Operator Controls in the Button Area ......................................... 5-19 5.6.2 How to Create the Incoming Alarm List .......................................................... 5-19 5.6.3 How to Lock and Unlock Messages ............................................................... 5-20 5.6.4 How to Select Pictures with the "Picture via Process Tag" Button................. 5-22 5.6.5 How to Select Pictures Directly ...................................................................... 5-25 5.6.6 How to Select Pictures with the "Picture via Name" Button ........................... 5-27 5.6.7 Saving Retrieving and Deleting Screen Compositions................................... 5-29 5.6.7.1 Introduction ..................................................................................................... 5-29 5.6.7.2 How to Save a Screen Composition............................................................... 5-30 5.6.7.3 How to Display the Saved Screen Composition............................................. 5-31 5.6.7.4 How to Delete a Screen Composition............................................................. 5-32 5.7 Operator Process Controls in Process Pictures ............................................. 5-33 5.7.1 Overview of Operator Process Controls in Process Pictures ......................... 5-33 5.7.2 Block Icons and Faceplates............................................................................ 5-34 5.7.3 Standardized Operator Control and Display Bar in Faceplates...................... 5-37 5.7.4 How to Open a Faceplate............................................................................... 5-38 5.7.5 How to Acknowledge Messages in Faceplates .............................................. 5-39 5.7.6 How to Lock Messages in Faceplates ............................................................ 5-42 5.7.7 How to Unlock Messages in Faceplates......................................................... 5-43 5.7.8 How to Change the View within a Faceplate.................................................. 5-44 5.7.9 How to Open the Loop Display of a Faceplate............................................... 5-45 5.7.10 Operator Process Controls in Faceplates....................................................... 5-46 5.7.10.1 Overview of Operator Process Controls in Faceplates .................................. 5-46 5.7.10.2 How to Perform Operator Digital Value Inputs ............................................... 5-46 5.7.10.3 How to Perform Operator Analog Value Inputs .............................................. 5-48

6 Trend System - Analysis of Processes 6-1 6.1 Functions and Outputs of the Trend System.................................................... 6-1 6.2 Manipulating Trend Groups .............................................................................. 6-3 6.2.1 Manipulating Trend Groups with Archive Tags ................................................ 6-3 6.2.2 Manipulating Trend Groups with Online Tags .................................................. 6-5 6.2.3 Operator Control of Trend Groups with Archive and Online Tags ................... 6-7 6.2.4 How to Work with Stored Trend Groups........................................................... 6-7 6.3 Creating new Trend Groups ............................................................................. 6-9 6.3.1 How to Create New Trend Groups with Archive Tags...................................... 6-9 6.3.2 How to Create New Trend Groups with Online Tags ..................................... 6-12 6.3.3 How to Create New Trend Groups with Archive and Online Tags ................. 6-15

Contents

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 xi

7 Message System - Diagnostics for Processes 7-1 7.1 Functions and Outputs of the Message System............................................... 7-1 7.2 Structure and States of Messages ................................................................... 7-3 7.3 Message Lists in PCS 7.................................................................................... 7-5 7.4 Message and System Behavior........................................................................ 7-7 7.5 Acknowledgment Scheme for PCS 7 ............................................................. 7-10 7.6 Functions in Message Lists ............................................................................ 7-11 7.6.1 Overview of the Functions in Message Lists .................................................. 7-11 7.6.2 Meaning of Column Headings and Message Blocks...................................... 7-14 7.6.3 Filtering of Message Lists ............................................................................... 7-15 7.6.4 How to Filter Messages in Message Lists ...................................................... 7-17 7.6.5 How to Reset Filters in Message Lists ........................................................... 7-18 7.6.6 How to Hide Messages................................................................................... 7-19 7.6.7 How to Display the "Hidden List" .................................................................... 7-21 7.6.8 How to Show Hidden Messages..................................................................... 7-22 7.6.9 How to Sort Messages in Message Lists Alphabetically ................................ 7-23

8 Reports System - Documentation of Processes 8-1 8.1 Functions and Outputs of the Report System .................................................. 8-1

9 Archive System - Displaying Archives 9-1 9.1 Functions and Outputs of the Archive System ................................................. 9-1 9.2 Archive for Process Values, Messages and Reports ....................................... 9-4 9.3 How to Display a Trends Graph and Select the Display Period....................... 9-5 9.4 How to Display a Message List and Select the Display Period........................ 9-6 9.5 Displaying and Exporting Archived Data with the StoragePlus WebViewer .... 9-7 9.5.1 Displaying Process Values, Messages and Reports........................................ 9-7 9.5.2 Displaying Archived Data on a Remote PC...................................................... 9-8 9.5.3 Exporting Process Values and Messages........................................................ 9-9 9.6 Determining, Attaching and Detaching Archive Time Periods........................ 9-10 9.6.1 How to Determine the Time Period of the Archives ....................................... 9-10 9.6.2 How to Attach Swapped-out Archive Segments............................................. 9-12 9.6.3 How to Detach Attached Archive Segments................................................... 9-13

10 PCS 7 Maintenance Station - Servicing the Plant 10-1 10.1 The PCS 7 Maintenance Station .................................................................... 10-1 10.2 Overview of Diagnostics Screens in the PCS 7 Maintenance Station ........... 10-3 10.3 PCS 7 Components with Diagnostics Capability............................................ 10-5 10.4 Design and Structure of the Diagnostics Screens.......................................... 10-6 10.5 Operator Inputs in Diagnostics Screens......................................................... 10-8 10.5.1 Overview of Operator Controls in Diagnostics Screens ................................. 10-8 10.5.2 How to Open the Diagnostics Overview Screen ............................................ 10-8 10.5.3 How to Open Diagnostics Screens with the Group Display

in the Overview Area .................................................................................... 10-11 10.5.4 How to Open a Diagnostics Faceplate ......................................................... 10-12 10.5.5 Buttons in the Diagnostics Overview Screen................................................ 10-13 10.6 Diagnostics Icons and Maintenance Icons in PCS 7.................................... 10-14 10.6.1 Display of Diagnostics and Maintenance Icons............................................ 10-14 10.6.2 Diagnostics and Maintenance Icons in Block Icons ..................................... 10-15 10.6.3 Diagnostics and Maintenance Icons in Faceplates ...................................... 10-19 10.6.4 Message Classes in the Group Display........................................................ 10-20 10.6.5 Status Display for Redundant Components ................................................. 10-21

Contents

Process Control PCS 7 V7.0 - PCS 7 OS Process Control xii A5E00808634-01

10.7 Information and Operations in Diagnostic Faceplates.................................. 10-27 10.7.1 Available Views of the Diagnostics Faceplates ............................................ 10-27 10.7.2 Operator Control Functions in all Faceplates ............................................... 10-30 10.7.3 Diagnostics Faceplate: "Identification" View................................................. 10-30 10.7.4 Diagnostics Faceplate: "Maintenance" View ................................................ 10-31 10.7.5 Diagnostics Faceplate: "Messages" View .................................................... 10-36 10.7.6 Diagnostics Faceplate: "Monitoring1" View.................................................. 10-37 10.7.7 Diagnostics Faceplate: "Monitoring2" View.................................................. 10-38 10.7.8 Diagnostics Faceplate: "Monitoring3" View.................................................. 10-39 10.7.9 Diagnostics Faceplate: "Diagnostics" View .................................................. 10-40 10.7.10 Diagnostics Faceplate: "Parameters" View .................................................. 10-42 10.7.11 Diagnostics Faceplate: "Change Report" ..................................................... 10-43 10.7.12 Diagnostics Faceplate: "CPU Performance Block", "Performance" View .... 10-44 10.7.13 Diagnostics Faceplate: "CPU Performance Block", "OBx..." View ............... 10-46 10.7.14 Diagnostics Faceplate: "Global Asset Block", "Monitoring" View

(User-specific)............................................................................................... 10-48 10.7.15 Diagnostics Faceplate: "Global Asset Block", "Diagnostics" View

(User-specific)............................................................................................... 10-49 11 Creating a Plant-Specific Process Control Manual 11-1

11.1 Creating a Plant-Specific Process Control Manual for Operators .................. 11-1 11.2 How to Create a Plant-Specific Process Control Manual for Operators......... 11-1

Index Index-1

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 1-1

1 Additional Documentation

Additional documentation The following table lists documentation in which you will find additional information. All content of the electronic manuals (PDF) is also found in the Online Help.

Online Help / Manual Purpose After installation of

SIMATIC PCS 7, can be opened with:

Online Help: Help on PCS 7, Configuration - Engineering System Manual: Process Control System PCS 7 Engineering System

This supports you when configuring with the SIMATIC PCS 7 Process Control System on an engineering station.

Online Help: Start > SIMATIC > Documentation > English > PCS 7 - Basic Documentation > Configuration - Engineering System Manual: Start > SIMATIC > Documentation > English > PCS 7 - Configuration Manual Engineering System

Online Help: Help on PCS 7, Configuration - Operator Station Manual: Process Control System PCS 7 Operator Station

This supports you when configuring with the SIMATIC PCS 7 Process Control System on an operator station.

Online Help: Start > SIMATIC > Documentation > English > PCS 7 - Basic Documentation > Configuration - Operator Station Manual: Start > SIMATIC > Documentation > English > PCS 7 - Configuration Manual Operator Station

Manual: SIMATIC Logon, SIMATIC Electronic Signature

This supports you when setting up central access authorizations administration with SIMATIC Logon.

Manual: Start > SIMATIC > Documentation > English > SIMATIC Logon

Manual: Process Control System PCS 7 PCS 7 Faceplates

The documentation describes the graphic representation and functions of faceplates and block icons.

Manual: Start > SIMATIC > Documentation > English > PCS 7 Faceplates Manual

Manual: Process Control System PCS 7 Library

The documentation describes the functions, block I/Os and input/output fields of the respective faceplates.

Manual: Start > SIMATIC > Documentation > English > PCS 7 - Manual for Library V7.0

Additional Documentation

Process Control PCS 7 V7.0 - PCS 7 OS Process Control 1-2 A5E00808634-01

Online Help / Manual Purpose After installation of SIMATIC PCS 7, can be opened with:

Manual: SFC Visualization - Manual for S7

The SFC Visualization documentation supports you when configuring for the SFC visualization and describes how SFC charts and instances can be controlled and monitored by the operator.

Manual: Start > SIMATIC > Documentation > English > SFC Visualization - Manual for S7

Online Help: StoragePlus Information System

This supports you in the design of view for OS reports and SIMATIC BATCH protocol

Online Help: Start > SIMATIC >StoragePlus > StoragePlus Information System

Manual: SIMATIC BATCH

The documentation describes how batch process can be automated using the SIMATIC BATCH program package from SIMATIC PCS 7.

Manual: Start > SIMATIC > Documentation > English > SIMATIC BATCH

Manual: SIMATIC Route Control

The documentation describes how the transport of materials and products can be automated in plants using the SIMATIC Route Control program package from SIMATIC PCS 7.

Manual: Start > SIMATIC > Documentation > English > SIMATIC Route Control Manual


2 Functions of the PCS 7 OS in Process Mode

Functional areas of the PCS 7 OS The individual functions of the operator control and monitoring system are organized in the following functional areas.

• Graphic system - display and operation of process pictures In the graphic system, process information is displayed in process pictures, trends, or message pictures so that the current technological relationships and situation can be quickly recognized. The various pieces of process information are displayed via system controls. You use operator process controls to intervene quickly and precisely in the running process.

• Trend system - analysis of processes The process values acquired and stored during process control are displayed in trends and can be used to analyze the process. Trend displays are displayed in process pictures, process windows or faceplates.

• Message system - diagnostics for processes There are four types of messages:

- Process messages

- Process control messages

- Operating messages

- System messages

Messages from the automation system are displayed in chronological order in various message lists. Messages are displayed in message lists or acknowledged by the operator, if the operator has been assigned the relevant permission.

• Reports system - documentation of processes During process control, the reports system is used to document operations and messages and to acquire, process and output configured reports to a printer.

• Archive system - saving and displaying process values, messages and protocol. In process control, the archive system is used for saving and displaying process values, messages and protocols.

Functions of the PCS 7 OS in Process Mode


Organization of this documentation Following the introduction to the user interface below, you will find a section describing each functional area and the associated operator functions.


3 PCS 7 OS Process Mode - User Interface

3.1 Introduction

This section introduces you to the purpose, layout and various functions of the user interface for the OS in process mode. A project from the chemical industry is used as an example.

3.2 Purpose of the User Interface

Purpose Essentially, the user interface for the OS in process mode fulfills the following purposes:

• The user interface provides you with a continuous overview of the entire plant and draws the plant operator's attention to problems.

• The user interface enables you to quickly change screens and navigate to specific process screens in which problems have occurred.

• The user interface enables fast operator control sequences using operator buttons at "standardized" positions.

PCS 7 OS Process Mode - User Interface


3.3 Layout of the User Interface

Areas in the user interface The user interface of the OS in process mode is divided into the following areas:

• Overview area, see area 1 in the figure below

• Work area, see area 2 in the figure below

• Key area, see area 3 in the figure below

Description of the areas The size of the user interface and the sizes of the three areas within it are specified by the configuration. The overview area and button area are always displayed. The work area displays message lists and individual process pictures that may have faceplates and operator control windows superimposed for process control, or dialog windows superimposed for system operator inputs. The button area consists of two sets of buttons. The operator can switch from one set to the other. An additional button set is provided for operator control of the message system.



3.4 Appearance of the Cursor during Process Operation

Form of the cursor You perform operator control functions in the "overview area", "work area" and "button area" by moving the cursor to a command button or an icon and pressing the left mouse button.

You perform operator control functions when the cursor turns into a control cursor:

No operator control can be performed if the cursor does not change.

The cursor becomes a text cursor when you enter setpoints:



3.5 Overview Area

3.5.1 Purpose of the Overview Area

Purpose of the overview area The overview area provides you with a constant overview of the status of the entire plant. The overview area is used for monitoring and fast detection of problems in the various areas of the plant.

The overview area is displayed in various layouts according to the configuration. You can define an OS-specific layout in the OS project editor. The illustrations in this description are based on the "SIMATIC standard 1024*768" layout (standard resolutions may be selected up to 1600*1200).

Each plant area is represented by an area selection button in the overview area.

If you click on an area selection button, the corresponding process picture of the highest picture hierarchy level is displayed in the work area.

The message with the highest priority is displayed in the overview area. If two messages have the same priority, the latest one is displayed.

Example of an overview area



3.5.2 Operator Control Functions in the Overview Area

Operator control functions The "Icon/Function" column shows the icon and tooltip displayed during process control in the overview area. The reference in the "Assignment to function area" column shows you where to find more detailed information on the individual functions.

Icon/Function Explanation/Functionality Assignment

to Function Area

Extended message line

Opens a list displaying all received messages. The list is displayed as a message window in the work area.

Message system

Loop in alarm

Opens a process picture or faceplate containing the source of the message or caused by the message displayed in the message line. The configuration in the block list editor on the OS determines whether the process picture or the faceplate is displayed. The process picture is displayed as a new picture in the work area. The faceplate is displayed as a loop display in the work area and is superimposed over the process picture.

Graphic system

Message line part 1

Message line part 2

The latest incoming message with the highest priority is displayed in the message line. The operator buttons and "Loop in alarm" and "Message acknowledgment" functions relate to the message displayed in the message line. The message line displays only messages that can be acknowledged with the "Operator process controls" access permission.

Message system

Message acknowledgment button

Acknowledges the currently displayed message in the message line. When the currently displayed message in the message line is acknowledged with the acknowledgment button, it disappears from the message line. The now current and still unacknowledged message is displayed.

Message system

Display of current date and time

Shows the date and time in digital format. None



Icon/Function Explanation/Functionality Assignment to Function Area

Activated area selection command button

Disabled area selection command button

Displays the corresponding area picture in the work area. The process picture configured at the highest level is displayed. An activated plant area is identified by a colored frame around the area selection button. The button labels are formed from the names of the hierarchy folders in the plant view in SIMATIC Manager. All of the hierarchy folders created here are entered in process mode in the overview area.

Graphic system

Group display for the plant area

The group display shows the states of messages associated with a plant area in graphic form. You must click on each individual message button in the group display to display the corresponding process picture with the source of the message. A distinction is made between the following message states in the group display: A=Alarm violation of the alarm limit (white on red) W=Warning violation of the warning limit (black on yellow) S=Process control disturbance (yellow on black) O=Operator prompt (white on purple) X=Message disabled

Graphic system

Open Picture Tree Navigator

Opens the process window of the Picture Tree Navigator in the work area. The Picture Tree Navigator helps you to quickly select secondary process pictures in a plant area and to display them in the work area of the user interface.

System function

Screen printout/hardcopy

Starts a printout of the screen content. The currently displayed process control screen content is written to a temporary file and immediately output to a connected printer.

System function



Icon/Function Explanation/Functionality Assignment to Function Area

Password

Operator button for user logon and logoff for process control. The name of the currently logged on user is displayed. Clicking on the "Password" icon displays the "System Logon" dialog box in the work area. If you have installed SIMATIC Logon, the "SIMATIC Logon Service" dialog box opens instead for user logon. When you click on the "Logout" button in the logon dialog box, the logged on user is logged off. Process mode closes and all operator controls are locked. The operator controls are enabled only after you log on again for process control.

System function



3.6 Work Area

Display of process pictures The individual process pictures of the various plant areas are displayed in the work area. The process is displayed, controlled and operated here. Process pictures are displayed in the work area as a result of the following operator actions:

• Selecting an area selection button in the overview area

• Selecting a process picture via the Picture Tree Navigator in the overview area

• Selecting one of the picture selection dialogs "Picture selection via measurement point" or "Picture selection by name" in the button set

• Selecting one of the navigation buttons for the picture hierarchy in the button set

• Selecting the "Recall screen composition" function in the button set, if you (as the logged-on operator) have assembled process pictures using the "Save screen composition" function

• Selecting the picture memory function in the button set such as "Output picture" or "Previous picture"



3.7 Button Area

3.7.1 Purpose of the Button Area

Introduction Two button sets with standardized operator buttons are defined for process control in the OS. Button set 1 is displayed when you start process mode. You use operator buttons in the button sets to toggle between the button sets.

Button set 1

Button set 2

Button color scheme Some buttons are display in color in two ways as can be seen in the figure above, "Button set 1, fourth button from right":

• Grayed: The operator buttons in the button set are not active and cannot be used. For example, the operator does not have the required authorization or process pictures are missing.

• Colored: The operator buttons in the button set are active and can be used.

Switching between the button sets You use the operator buttons shown here to toggle between the two button sets.

Tooltips for the operator buttons When you place the cursor on one of the operator buttons within the set, the corresponding Tooltip is displayed. It contains a brief explanation of this operator button. The function is executed when you click the right mouse button.



3.7.2 Operator Control Functions in Button Set 1

Overview of operator control functions The following tables lists the functions of button set 1.

The "Icon/Function" column shows the icon and tooltip displayed during process control. The "Required Permission" column shows the permission levels required to use this function from the User Administrator. The reference in the "Assignment to function area" column shows you where to find more detailed information on the individual functions.

Icon/Function Explanation/Functionality Required

Permission Assignment to Function Area

Change to button set 2

If you have logged on to process control, button set 1 is displayed. To switch to button set 2, click the button shown here.

None System function

Password

Logs a user on and off for process control. Clicking on the "Password" icon displays the "System Logon" dialog box in the work area. If you have installed SIMATIC Logon, the "SIMATIC Logon Service" dialog box opens instead for user logon. When you click the "Logout" button in the logon dialog box, the current user is logged off, process control closes, and all operator controls are disabled. The operator controls are enabled only after you log on again for process control.


Message system

Opens the message system with the incoming alarm list displayed in the work area. The incoming alarm list shows the messages from areas for which the user has permission and are not yet acknowledged. If the message system is open, a new button set (specifically for the message system) is displayed in the button area.

None Message system

Reports

Opens the "Reports" system dialog box that provides you with an overview of all reports. The dialog box provides you with additional information on the print jobs used in process mode.

Authorization for area

System function



Icon/Function Explanation/Functionality Required Permission

Assignment to Function Area

Recall/configure trend groups

Opens the "Load/configure trend groups" system dialog box. This function is used to display graphically the development over time of the changes in the selected process values.


Trend system

Picture selection via process tag

Opens the "Picture selection via measurement point" system dialog. This function is used to select a graphic based on the measurement point name and to display it in the work area.

None The authorization check is performed in the system dialog (Authorization for Area)

Graphic system

Picture via name

Opens the "Picture selection via name" system dialog box. This function is used to select a graphic based on a name and to display it in the work area.

None The authorization check is performed in the system dialog (Authorization for Area)

Graphic system

Picture left

Displays the process picture that is located within the subarea level to the left of the previously displayed process picture in the work area. This function is used to call up process pictures from the picture hierarchy and to display them in the work area.


Picture above

Displays the process picture that is located in the next higher area level in the work area. This function is used to call up process pictures from the picture hierarchy and to display them in the work area.


Detailed image

Displays the process picture located in the next lower area level in the work area. This function is used to call up process pictures from the picture hierarchy and to display them in the work area.


Picture right

Displays the process picture that is located within the subarea level to the right of the previously displayed process picture in the work area. This function is used to call up process pictures from the picture hierarchy and to display them in the work area.






Previous picture

Displays the process picture last displayed in the work area.


Next picture

Displays the process picture selected next in the work area.


Store picture

This function saves the currently displayed process picture enabling you to later display it using the "Output picture" command.


Recall picture

This displays the process picture saved with the "Store picture" function in the work area.


Call up screen composition

Opens a screen composition of pictures and windows that has been previously saved. Only the screen compositions stored with the "Save screen composition" function can be selected in the dialog box. Screen compositions are assigned to the operator logged on and are available only to this operator.


System function

Bookmark screen composition

Saves the current composition of pictures and windows on the screen, enabling you to call it up again later.


System function

Clear screen composition

Deletes a screen composition of pictures and windows that has been previously saved.


System function





System configuration

Displays in the work area the picture of the plant configuration that was configured in the "Lifebeat Monitoring" editor on the OS. This function is used to monitor OS servers, OS clients and automation systems (AS) that can be accessed over PC networks and industrial networks. In process mode, the operating state of each monitored object is displayed. The following states can be displayed: • Connection established • Connection not established = Fault


System function

Picture Information

Opens a dialog box in the work area providing information on the currently displayed process picture.


Acknowledge horn

Acknowledges a queued signal from a signaling device, such as a horn. However, the alarm that triggered the horn is not acknowledged with this function. This function is also available in button set 2.


Acknowledge fault

Acknowledges all the visible messages displayed in a process picture in the work area. The same function is available in button set 2.

Operator process control

System function



3.7.3 Operator Control Functions in Button Set 2

Overview of operator control functions The following tables lists the functions of button set 2.

The "Icon/Function" column shows the icon and tooltip displayed during process control. The "Required Permission" column shows the permission levels required to use this function from the User Administrator. The reference in the "Assignment to function area" column shows you where to find more detailed information on the individual functions.


Permission Assignment to Function Area

Change to button set 1

Switches from button set 2 back to button set 1.


Change language

Opens a dialog box in the work area in which you can select the required language for the user interface.

Monitoring System function

BATCH Control Center

Opens the SIMATIC BATCH Control Center application. This button is only available when SIMATIC BATCH is installed. The function opens the BATCH Control Center when BATCH Start Coordinator has been previously run. The BATCH Control Center is used to control and monitor the batch processes. The permission of the logged-on operator to work in the BATCH Control Center is verified.


SFC Visualization

Opens the "Open SFC" dialog box in the work area. This toolbar button is only available in the button set and the corresponding online help is only available if you have installed the "SFC Visualization" software package. In the context of process control, SFC Visualization for operator control and monitoring of any number of sequential control systems (SFC charts and SFC instances). Configuration is not possible in process mode. You can find additional information on working with SFC charts in the relevant online help






Route Control Center

Opens the SIMATIC Route Control Center application. This button is only available when "SIMATIC Route Control Client" software package is installed. The Route Control Center is used to control and monitor the material transports. The permission of the logged-on operator to work in the Route Control Center is verified.


Lock messages

The "Lock messages" function is used to prevent the triggering of messages from all affected measurement points through group displays in the process picture directly in the automation system.

Operator process controls

System function

Unlock messages

The "Unlock messages" function is used to release the triggering of messages from all affected measurement points through group displays in the process picture directly in the automation system.

Operator process controls

System function

User permission

Opens the "User Administrator" dialog box. The User Administrator is used to specify permissions for individual users involved in process control. All changes made to the user permissions are applied immediately in process control.

User administration

System function

Exit Runtime

Opens the "Exit Runtime" dialog box. This function is used to end process control.

System change

System function

Acknowledge horn

Acknowledges a queued signal from a signaling device, such as a horn. However, the alarm that triggered the horn is not acknowledged with this function. This function is identical to the function in button set 1.


Acknowledge fault

Acknowledges all the visible messages displayed in a process picture in the work area. This function is identical to the function in button set 1.




3.7.4 Operator Control Functions in the Button Set of the Message System

How is the button set of the message system opened? When you select the "Message system" function in button set 1, the incoming alarm list is displayed in the work area. A new button set is also displayed in the button area.

Functions and display elements in the button set of the message system The "Icon/Function" column shows the icon and tooltip displayed as it is shown in the message system. For more detailed information, refer to the message system functions.

Only the messages from areas for which the user has permission are displayed in the message list.

Icon/ Function

Explanation/Functionality

Update

Updates the messages in the archive lists, process alarm list, operation list, history list. This function is only available in these message lists and is located at the upper right of the message window and not in the button set. Alternatively, you can use the F5 key to update the messages. All other message lists are automatically updated.

Predecessor picture

Exits the message system and displays the last selected process picture again in the work area.

Incoming alarm list

Shows the incoming alarm list in the work area. When you open the message system the first time, the incoming alarm list is displayed. The incoming alarm list displays all messages that have not yet been acknowledged.

Incoming alarm list, quitable

Displays the acknowledgeable incoming alarm list in the work area.

Acknowledged alarm list

Show the acknowledged alarm list in the work area. The acknowledged alarm list displays all messages that were acknowledged but have not yet gone out.

Acknowledged alarm list, quitable

Displays the acknowledgeable acknowledged alarm list in the work area.



Icon/ Function

Explanation/Functionality

Outgoing alarm list

Show the outgoing alarm list in the work area. The outgoing alarm list displays all messages that have gone out but have not yet been acknowledged.

Outgoing alarm list, quitable

Displays the acknowledgeable outgoing alarm list in the work area.

Process alarm list

Shows the process alarm list in the work area. The process alarm list shows all PCS 7 process control messages from the AS, field devices, I/O and OS.

Operation list

Shows the operation list in the work area. The operation list shows all operating messages, for example, operator controls in faceplates in the specified order.

History list

Shows the history list in the work area. The history list displays all the events reported in process mode.

Hidden List

Shows the list of all active "manually and automatically hidden messages".

Reset SQL Filter

Resets the selections made in the selected message list in process mode.

Print message sequence reports

Prints message events as a message sequence report in chronological order on a connected printer. An incoming message is sent immediately to the printer when line printers are used. With page printers, the page is printed only after a corresponding number of messages have arrived. The printout can be triggered with a button when the page is not yet full.

Acknowledge horn

This function is identical to the function in button set 1 and 2.

Acknowledge messages

Acknowledges all visible messages in the message list.



3.8 Window Types for Process Operation

Window types Windows overlay the pictures in the work area. This occurs when operator controls are made in the overview, working and button areas.

The different window types are:

• Preconfigured process windows Process windows contain process pictures, faceplates (as group or loop displays) or operator controls.

• Preconfigured system windows System windows contain warning and instruction dialog boxes.

• Preconfigured system dialog boxes

• The window of the Picture Tree Navigator, which displays the hierarchy of the process pictures.

Preconfigured process windows Process windows are preconfigured by the system.

• Process picture The pictures displayed as process pictures via the "Picture selection via name" function open in a predefined size and position in the work area. You can change the size of the picture.

Process picture in the process window



• Faceplate Faceplates open as group pictures with a predefined size and position in the work area. You cannot change their size. Faceplates open as loop pictures with a predefined size and position in the work area. You cannot change the size of these faceplates.

Faceplate as group display in the process window

• Operator input window Operator input windows are displayed in the course of operator inputs and are used to enter parameters. In operator input windows, you enter values in an input line or select values by clicking the value in a drop-down list box or by using scroll bars. When you complete the input by clicking "OK", the operator input window disappears. When opened, operator input windows have a predefined size and are located at a predefined position in the window of the faceplate. You cannot change the size of these windows but you can move them within the window of the faceplate.

Operator input window



Preconfigured system windows System windows appear in the course of operator inputs and display explanatory texts relating to the errors or hazards detected by the system. System windows can contain warnings and picture information. System windows are displayed at a preconfigured position in the work area.

Warning

Preconfigured system dialog boxes System dialog boxes are displayed in the course of operator inputs using the two button sets in the work area. You can only change the size of dialog boxes within the work area if they require a lot of space due to selection boxes. All system dialog boxes can be moved within the work area.

The dialog boxes include, for example, the "Load/configure trend groups", "Reports" and "Recall screen composition" functions.

System dialog box



Window of the Picture Tree Navigator The Picture Tree Navigator window opens in process mode at the preconfigured position and in the maximum picture size. The size of the window can be changed. The window does not extend beyond the work area even for large picture trees. You can, however, select the lower section of the tree in any case.

Picture Tree Navigator


4 System Operator Inputs

4.1 What are System Operator Inputs?

System operator inputs System operator inputs have no effect on the process. They only affect the OS internally.

System operator inputs include, for example:

• Selection of process pictures and dialog boxes

• Repositioning pictures in their windows

4.2 Overview of System Operator Inputs

Overview of system operator inputs System operator input can be made on a PCS 7 OS. These system operator inputs are described in detail in the sections below.

System operator inputs for logging on and off for process control

What? Where?

Log on for process control Overview area or button set 1 Log off as a user Overview area or button set 1 Changing the user Overview area or button set 1 Exit process mode Button set 2

System Operator Inputs


System operator inputs during process control

What? Where?

Display tool tips Overview area and button area Display image information Button set 1 Create a screen dump Overview area Acknowledge messages Button sets 1 and 2 Acknowledge signal generators Button sets 1 and 2 Create new user Button set 2 Display monitoring of your plant configuration Button set 1 Open the BATCH Control Center Button set 2 Visualize an SFC in Process Mode Button set 2 Open the Route Control Center Button set 2 Change the language Button set 2 Display print jobs Button set 1 Displaying the print preview Button set 1



4.3 Log On and Log Off for OS Process Control

4.3.1 Overview of the Options for Logging On for Process Control

Prerequisite The user wishing to log on has been created as an Operator.

Logon options The following table shows the options for logging on to process control in the OS.

Note

If no password has been assigned, process control without log on is possible.

Where? Icon/Function How?

"Password" button in the overview area

Password

Entry of the user name and password in the logon dialog box

"Password" button in the button set 1

Password

Entry of the user name and password in the logon dialog box

Smart card reader Insert the smart card in the reader

Biometric identification system (e.g. fingerprint system)

Use the biometric system in accordance with the instructions for use



Logging on via SIMATIC Logon If you use SIMATIC Logon, you have the following options for logging on:

• Password

• Smart card

• Biometric identification system

Screen saver

Note Do not activate screen savers on PC workstations used for process control.



4.3.2 How to Log On for Process Control Using a Password

Icon in the user interface

Icon/Function Where?

Password

Overview area

Password

Button set 1

Prerequisite • A password has been set up.

Procedure 1. Click the "Password" icon in the overview area or use the identical icon in

button set 1.

- If you do not use SIMATIC Logon, the "System Login" dialog box is displayed in the work area.

- If you use SIMATIC Logon, the "SIMATIC Logon Service" dialog box opens.

2. Perform one of the following steps:

- Enter your logon name and your password in the "System Login" dialog box.

- Enter your user name and password in the "SIMATIC Logon Service" dialog box and select the logon domain or computer name from the drop-down list box.

Result After a successful logon, the available function buttons are activated in the overview and button areas. Operator control and monitoring of the process is now possible.



4.3.3 How to Log On for Process Control Using a Chip Card

Requirements • A chip card reader has been set up.

• You use an administered chip card for logging on.

Procedure 1. Insert the chip card in the chip card reader.

Result The user who is managed on the chip card is logged on.

4.3.4 How to Log On for Process Control Using a Biometric System

Requirements • SIMATIC Logon is installed with an associated license key.

• A biometric system, e.g. a fingerprint system, is installed.

Procedure 1. Use the biometric system in accordance with the instructions for use

The "SIMATIC Logon Service" dialog box opens.

2. Select the logon domain or the computer name from the drop-down list.



4.3.5 How to Log Off as a User

Introduction You can log off as a user of process control in the "System Login" or "SIMATIC Logon Service" dialog boxes.

Rules • You must log off if you wish to prevent another user being able to operate the

plant under your name.

• If you have logged on as a user with a smart card, the smart card must be removed from the smart card reader before another user can log on for process control.

Note

The user is automatically logged off if an automatic logout (logout after specified time) is configured. You can find additional information on settings in the User Administrator in the online help for WinCC.



System logon

Overview area

Password

Button set 1



Procedure

Where? Icon/Function How?

"Password" button in the overview area or "Password" button in the button set 1

Password

Password

1. Click the "Password" icon in the overview area or the identical icon in button set 1 to open the "System Login" or "SIMATIC Logon Service" dialog box.

2. Click the "Logout" or "Logoff" button in the "System Login" or "SIMATIC Logon Service" dialog box.

Smart card reader 1. Remove your smart card from the reader.

Biometric identification system (e.g. fingerprint system)

1. Use the biometric system in accordance with the instructions for use

2. Click the "Logout" or "Logoff" button in the "SIMATIC Logon Service" dialog box.

Result The main operator control functions in the overview area and button area are disabled in the user interface. The process picture displayed in the work area is closed. As a result, operator control and monitoring of the process is no longer possible.

The operator input functions are enabled again only after you log on using one of the two logon dialog boxes for process control.



4.3.6 How to Change User for Process Control

Procedure If no user is logged on at the time of your system logon, proceed as described in "How to log on for process control using a password".

If another user is logged on when you log on, he must first log off. Proceed as described in "How to log off as a user".

Note

If you have logged on as a user with a smart card, the smart card must be removed from the smart card reader before another user can log on for process control.



4.3.7 How to Exit Process Mode

Introduction You must exit process mode with the "Exit process mode" function in button set 2.



Exit process mode

Button set 2

Procedure 1. Switch to button set 2 by pressing the "Change button set" button.

2. Click the "Exit Process Mode" icon. The "End runtime" dialog box is displayed in the work area.

3. Click "Deactivate" to exit process mode.

Result Process mode ends. The user interface is closed.



4.4 Execute System Operator Inputs

4.4.1 How to Display Tooltips for Toolbar Buttons

Procedure Tooltips are displayed for toolbar buttons in the overview and button areas when you position the cursor briefly over an icon.

4.4.2 How to Display Picture Information

Introduction You can show information about the process picture currently displayed in the work area. If the process picture changes while the window is open, the data in the window are updated and relates to the process picture now displayed in the work area.



Picture Information

Button set 1

Procedure Click the "Picture Information" icon in button set 1 in the button area.



Result The "Information on picture in the work area" dialog box is displayed in the work area and overlays the process picture displayed there.

Picture information window



4.4.3 How to Print the Screen Content

Introduction With the "Hardcopy" function, you can print the content of the screen. This hardcopy is output immediately to a connected printer.

Prerequisite A printer must be connected to the OS client on which the process is visualized or a network printer must be available.



Screen printout/hardcopy

Overview area

Procedure Click the "Hardcopy" button to start the screen printout.

Result The screen content is written to a temporary file and output immediately to a connected printer.

Note

If you start the screen printout function although no printer is connected to the OS, a process control message is generated and displayed in the message system in the incoming alarm list and the process alarm list.



4.4.4 How to Acknowledge Messages

Introduction The function with the display element shown below has two different operating modes:

• When you click the icon in button set 1 or 2, all messages in the open process picture are acknowledged. You can find additional information under the heading "Message acknowledgment in process pictures".

• When you click the icon in the message system, all visible messages in the incoming alarm list are acknowledged. You can find additional information in the section "Acknowledging messages in the incoming alarm list".



Acknowledge fault

Button sets 1 and 2

Acknowledging messages in process pictures You acknowledge all messages displayed in the group displays or faceplates with the "Acknowledge Fault" function in button sets 1 and 2. This occurs regardless of whether or not the message system is open.

Acknowledging messages in the incoming alarm list You can acknowledge all the visible messages in the incoming alarm list using the "Acknowledge messages" in the button set of the message system. Messages that have not yet gone out are transferred from the incoming alarm list and to the outgoing alarm list.

You acknowledge only the messages visible on the screen in the incoming alarm list. This means that you have the security of knowing the you are acknowledging only those messages that you have actually seen.

Individual messages in the incoming alarm list are acknowledged as follows:

1. Click the "Autoscroll" icon in the toolbar of the message window.

2. Select the message you wish to acknowledge. The selection marking appears in the message number column.

3. Click the "Acknowledge message" icon in the toolbar of the message window.



4.4.5 How to Acknowledge a Signaling Device

Signaling devices Signaling devices, for example horns or lights, are used to output an audible or optical signal when a message arrives. Using the "Horn" editor on the OS, you can configure the signals to be triggered when certain messages arrive.

In process mode, you must acknowledge the horn signal. You also acknowledge a horn signal when the corresponding message is acknowledged.



Acknowledge horn

Button sets 1 and 2

Procedure Click the "Acknowledge horn" icon in button set 1 or 2 to acknowledge a signaling device, such as a horn or light.

Result The audible or optical signal stops. The triggering message remains in the message line in the overview area and in the incoming alarm list of the message system and must be acknowledged separately there.



4.4.6 How to Create New Users and Assign Permissions

User Administrator You can create new users and assign user permissions in the User Administrator.

• If you do not configure users in the User Administrator, all operator inputs are always available.

• If you have configured users for process control in a project, however, a user must log on with the necessary rights in order to use the protected operator control functions.

You need authorization for the "User Administration" level to start the User Administrator in process mode. All modifications to the user permission are applied in process mode when the user logs on.

User hierarchies in PCS 7 The permissions listed below correspond to the user hierarchies in SIMATIC PCS 7.

The following default permissions can neither be deleted nor modified.

Number Permission Meaning

1 User administration The user logged on can open user administration and make modifications.

2 Authorization for area The user logged on can select the authorized plant areas in the overview area.

3 System change The user logged-on is given permission to change the state, for example, permission to end process mode.

4 Monitoring The user logged-on can monitor the process but cannot perform operator inputs. For example, he cannot open the BATCH Control Center.

5 Operator process controls

The user logged-on can perform operator process controls.

6 Higher-order operator process controls

The user logged on permission to perform actions that have lasting effects on the process, e.g. changing the limit values of a controller.

7 Report system The user logged-on can use the report function in process mode.





User permission

Button set 2

Procedure 1. Click the "Change button set" icon to switch to button set 2.

2. Click the "User Permission" icon.

Result The "User Administrator" window is displayed in the work area.

User Administrator



Additional information Working with the User Administrator is described in the Online Help under Start > SIMATIC > WinCC > WinCC Information System > Working with WinCC > Setting Up User Administration.



4.4.7 How to Display Your System Configuration Monitoring

Lifebeat monitoring Lifebeat monitoring continuously monitors the individual systems such as operator stations and automation systems. It is automatically initiated for the configured components following a restart and is executed cyclically. If a node repeatedly provides no response, the monitor generates a process control message that is displayed in the incoming alarm list in the message system, for example "Connection fault to AS device".

Displaying faults in the picture of the system configuration The system configuration picture is configured in the OS. In process mode, all of the components to be monitored are displayed graphically. Components that are currently not functional, for example, due to a fault, are shown crossed through in the system configuration picture.

Disturbed Connection to AS



System configuration

Button set 1



Procedure Click the "System configuration" icon in button set 1.

Result The system configuration picture configured on the OS is displayed in the work area. The process picture replaces any process picture displayed there. With the "Previous picture" function in button set 1, you can change back to the last displayed process picture in the work area.

Additional information You can find additional information on configuring a system configuration picture in the Online Help under Start > SIMATIC > WinCC > WinCC Information System > Options > Options for Process Control > Lifebeat Monitoring.



4.4.8 How to Open the BATCH Control Center

Introduction

The "BATCH Control Center" icon is displayed in button set 2 if SIMATIC BATCH is installed on the OS.

Prerequisite You can only open the BATCH Control Center on the OS if the BATCH server and its associated databases are active. The startup behavior of the BATCH server is specified in the BATCH Start Coordinator.



BATCH Control Center

Button set 2

Procedure Switch to button set 2 and click the "BATCH Control Center" icon.

Result The user interface of the BATCH Control Center is displayed in the work area and is superimposed over any process picture displayed there. You can resize and reposition the window of the BATCH Control Center within the work area.

If you activate the pin function at the far left in the toolbar of the BATCH Control Center, the BATCH Control Center remains in the foreground, for example, even when you acknowledge a message in the overview of the user interface.

Additional information You can find additional information on SIMATIC BATCH under Start > SIMATIC > Documentation > German > SIMATIC BATCH Manual or in SIMATIC BATCH - Getting Started (PDF).



4.4.9 How to Visualize an SFC in Process Mode

Introduction In process mode, you can call, manipulate and monitor any number of SFC charts and SFC instances at one time. Configuration is not possible in process mode. SFCs are downloaded to the AS and then to the OS. Only then are the SFCs available to you for operator control and monitoring in process mode.



SFC Visualization

Button set 2

Procedure 1. Switch to button set 2 and click the "SFC Visualization" icon.

The "Open SFC" dialog box is displayed in the work area.

2. Select a hierarchy folder in the left window. Then, select an SFC name and click "OK". The overview picture of the SFC is displayed in the work area.

3. Click in the overview picture to display the relevant SFC in the work area.

Additional information Operator controls in an SFC chart or SFC instance are described in detail in the manual SFC Visualization - Manual for S7 under "Operating and Monitoring the CFC". You can open the corresponding Online Help with Start > SIMATIC > WinCC > WinCC information System > Options > Sequential Function Chart > Documentation for SFC.



4.4.10 How to Open the Route Control Center

Introduction

The "Route Control Center" icon is displayed in button set 2 if the "SIMATIC Route Control Client" software package is installed on the OS.

Prerequisite You can only open the Route Control Center on the OS if the Route Control server is activated.



Route Control Center

Button set 2

Procedure Switch to button set 2 and click the "Route Control Center" icon.

Result The user interface of the Route Control Center is displayed in the work area and is superimposed over any process picture displayed there. You can resize and reposition the window of the Route Control Center within the work area.

If you activate the pin function at the far left in the toolbar of the Route Control Center, the Route Control Center remains in the foreground, for example, even when you acknowledge a message in the overview of the user interface.

Additional information You can find additional information about SIMATIC Route Control under Start > SIMATIC > Documentation > English > SIMATIC Route Control Manual.



4.4.11 How to Change the Language of the User Interface

User interface language You can switch the language of the user interface in process mode.

The languages do not depend on the PCS 7 installation. These are the languages for display devices that have been configured by the project engineer. System dialog boxes such as "Filter messages", "Configure trend groups" or "SFC visualization" are offered in the following languages:

• English

• German

• French

• Spanish

• Italian

After you have switched languages, all user interface texts, such as Tooltips for functions within the button sets, are displayed in the selected language. This requires you to configure the foreign language texts.

Note

You can find information about switching languages for SIMATIC BATCH and SIMATIC Route Control in the SIMATIC BATCH and SIMATIC Route Control manual.

Icons in the user interface


Change language

Button set 2

Procedure 1. Switch to button set 2 and click the "Change language" icon. The "Change

language" dialog box opens allowing you to select the language you require.

2. Click the radio button for the desired language. A message window indicates that the language has changed.

Result Afterwards, all functions of the user interface and text elements in process pictures are displayed in the language you have selected.



4.4.12 How to Display Print Jobs

Displaying print jobs

The "Reports" function provides you with additional information on the print jobs used in process mode. You obtain the following information, for example:

• Which layout is assigned to a print job?

• When will a scheduled print job be printed?

• Which printer will be used for the print job?

You can display your own print jobs and user-defined print jobs. You create the layout and enter the settings for print jobs in the "Report Designer" editor on the OS.



Reports

Button set 1

Procedure Switch to button set 1 and click the "Reports" icon.

Result The "Reports" dialog box is displayed in the work area. You can select various display options in the toolbar. You can recognize an assigned print job by the colored icon in the "Name" column. You exit the dialog box with the "Close" icon in the title bar.



4.4.13 How to Display a Print Preview

Displaying a print preview

You can display report jobs as a preview before printing them.



Reports

Button set 1

Procedure 1. Switch to button set 1 and click the "Reports" icon.

The "Report" dialog box opens.

2. Select a report job.

3. Select the command Preview from the context menu.

Result The print preview is displayed.


5 Graphic System - Display and Operation of Process Pictures

5.1 Functions and Outputs of the Graphic System

Graphic system You use the graphic system function area for operator control and for monitoring processes. Process control takes place in the work area. The purposes of the graphic system include:

• Displaying the plant in a plant overview

• Displaying process pictures in the work area

• Operator process controls and system operator inputs

• Displaying alarm states

These functions are described in the following sections.

Graphic System - Display and Operation of Process Pictures


5.2 Process Pictures

Process Pictures Process pictures are user-configured pictures that display plants or plant units and allow operator intervention in the process.

Process pictures are displayed in the work area and can be repositioned within this area. They consist of a static and a dynamic picture component. The operator can control both the static and the dynamic elements depending on the configuration.

Process picture



5.3 Elements in Process Pictures

Static and dynamic picture components There are two components to process pictures:

Picture component Element

Static picture component

All picture elements that do not change within the display

Dynamic picture component

All picture elements that display process values or states. • Digital values • Bar graph • 3D bar graph • Group display • Input texts • Output texts • Trends • Status displays • Extended status display • Block icons • Faceplates • Message lists

Dynamic picture components

Icon/Process Value Description

Digital value

Digital values from the process are displayed in the form of a numerical output. In most cases, a unit of measure is displayed next to the digital value. Digital value input is used for specifying setpoints or manipulated variables. Digital values are often used only for display. Digital values can be displayed in the following formats: • Integers (whole numbers with 2 to 9 places) • Fixed-point values (fixed decimal point position, 2 to 9

places before, and 0 to 5 places after the decimal point) • Floating-point values (variable decimal point position

depending on the magnitude of the value, 2 to 8 digits before, and 1 to 7 digits after the decimal point)

• Exponential number For example, limit value violations can be displayed by changing the color or pattern of the background.




Bar graph

Bar graphs display process values in analog form. The current value is then represented by a scalable bar. The following types of bar graph displays are available: • Simple bar graphs for analog values for displaying the

process value. • Double bar graphs for analog values for simultaneous

display of the setpoint and process values. • Horizontal bar graphs for displaying a bar horizontally, for

example, for manipulated variables. • "Limit value" bar graphs for displaying upper and lower

limit values.

3D bar graph

3D bar graphs are available for graphically displaying values relative to an upper and lower limit value. Limit value violations can be indicated by a color change.

Group display

Display of alarm and warning states

Input text

Input texts are dynamic texts that you enter into a field of predetermined length (number of characters). If the field is only partially filled, the remainder will be padded with filler characters specified during configuration. Characters configured as impermissible are not displayed on the screen.

Output text

Output texts are dynamic texts that are output in a field of predetermined length (number of characters). For example, you can display process states in plain text or display context-dependent operator prompts. Multiline texts can be configured.

Trend

Trend displays permit the monitoring of current or archived process trends in the time domain.




Status display

Status displays are small graphics (icons) that appear in pictures. They enable process or plant states to be tracked. An example of a status display is a valve icon that changes its color and position depending on the status of the valve. Status displays can consist of different icons or the same icon in different colors/patterns.

Extended status display

The state of tags can be combined with the message status within the extended status display. Examples: • Display of operating mode, M = manual, A = automatic • Display of the setpoint, I = internal, E = external

Block icon

Graphic display as overview information of a technological, operator control and monitoring block from the AS. The block icon is usually placed in a process picture.

Faceplate

A software block that allows operator control and monitoring of a block instance in process mode on an OS. If you want to control and monitor a block instance in process mode on the OS, you will need an associated faceplate. The faceplate contains the graphic representation of all elements of the technological block intended for operator control and monitoring. The faceplate is displayed in its own process window in process mode on the OS. A faceplate exists for every technological block type in the PCS 7 library.



5.4 What are Process Controls?

Process controls You use process controls to adjust automation system values, such as setpoints, valve positions and limit values. The logged-on operator must have the required permission to perform process controls.

The following table shows examples of process value controls:

Display/Function Description

Digital value control

Off/On, Start/Stop

Analog value control

Setpoint assignments

Incremental/decremental digital value control

Setpoint increase/decrease using inching mode



Display/Function Description

Bar control

Setpoint specification using slide bars

Areas for operator process controls You can perform operator process controls in the following areas:

• Operator controls in the overview area

• Operator controls in the button area

• Operator controls in process pictures



5.5 Operator Controls in the Overview Area

5.5.1 Overview of Operator Controls in the Overview Area

Introduction Each plant area in the overview area is represented by an area selection button, an associated group display and a button for opening the Picture Tree Navigator.

Overview The following operator contols are available in the overview area:

• Changing the plant area using the area selection button

• Opening the Picture Tree Navigator

• Acknowledgment of messages in the message line

• Group display status

• Displaying the alarm source using the group display

• Displaying the alarm source for the queued message (loop in alarm)

• Displaying the "extended message line"



5.5.2 How to Navigate to Plant Areas

Area selection buttons in the overview area Process pictures of the individual areas are displayed in the work area. They can be selected in the overview area using area selection buttons.

Display of the area selection buttons There are three color display schemes for the area selection buttons.

Display Description

No color (gray)

The button is disabled. No area pictures can be selected. This is the case if the currently logged on operator does not have the "Authorization for Area".

Black text on a gray background

The button is enabled. You can display the area picture with this and in the work area.

Black text on a cyan background

Currently selected plant area



Area selection buttons in the overview area

Procedure Click on an area selection button, such as "Diagnostics", in the overview area to open a process picture of an area.

Result The process picture selected with an area selection button in the overview area is displayed in the work area.



5.5.3 How to Open the Picture Tree Navigator

Picture Tree Navigator In the Picture Tree Navigator, you select hierarchically structured process pictures and display them in the work area. If there are additional sub-area levels containing process pictures behind an area selection button in the overview area, you can select these in the Picture Tree Navigator. The Picture Tree Navigator adopts the hierarchical structure from the "Plant view".

Navigation in the picture hierarchy In the Picture Tree Navigator, you navigate through the tree provided and select process pictures. In addition to the Picture Tree Navigator, you can also use the "Picture left", "Picture up", "Detailed picture" and "Picture right" functions in button set 1 to navigate through the picture hierarchy.

• With the "Picture up" and "Detailed picture" functions, you change from one sub-area level to another, for example, from sub-area level 1 to sub-area level 2.

• With the "Picture left" and "Picture right" functions, you navigate within a sub-area level but do not change levels, for example, from sub-area level 1 process picture 1 to sub-area level 1 process picture 2 and back.

The navigation buttons in button set 1 are only available when the hierarchical structure of SIMATIC Manager contains the same process pictures as in the Picture Tree Navigator.



Open Picture Tree Navigator

To the right of the overview area beside a group display.

Procedure Click the "Open Picture Tree Navigator" icon to the right of the group display of an area selection button.



Result The Picture Tree Navigator is displayed as a process window in the work area and is superimposed over any process picture displayed there.

Picture Tree Navigator

Operator controls in the Picture Tree Navigator The following operator inputs are possible in the Picture Tree Navigator:

• You can open and close the sub-area by clicking on the plus and minus signs. If neither character is present, there is no sub-area below this. If there is no picture, the picture selection button is gray-out.

• When you click on the icon with the area label, this process picture is displayed in the work area and the process window of the Picture Tree Navigator closes. This response is set by default in the OS project editor and can be changed there. If you open the Picture Tree Navigator for an area and one of these area pictures is already open in the work area, the area name is shown in the Picture Tree Navigator with a cyan background.

• Each area picture is assigned a group display that you can use to navigate to the process picture where the fault is occurring. This process picture is then displayed in the work area.



5.5.4 How to Acknowledge Messages in the Message Line

Latest message in the message line While the process is running, messages are displayed in the message line in the overview area, for example, warnings, alarms or process control messages. Only the messages requiring acknowledgment from the area for which the logged-on user has permission are displayed in the message line.

Since only one line is available in the overview area, the latest unacknowledged message with the highest priority is always displayed. The message line in the overview area is a constant source of information for the operator.

If you would like more information about a displayed message, open the message system using the "Message system" function in button area of button set 1 or the "Extended message line" function in the overview area. You can select and display a variety of message lists in the button set of the message system. You acknowledge messages in the "incoming alarm list" and "outgoing alarm list" message lists.



Message acknowledgment button

To the right of the message line in the overview area

Procedure Click the "Acknowledge" icon in the overview area to the right of the message line.

Result The individual message disappears from the message line in the overview area and the next current message is displayed. An operating message is triggered for the acknowledged message. The user who acknowledged the message is indicated in the operating message.



5.5.5 Group Display Status

Precise intervention in the process The group display in the overview area is assigned to areas. It shows you the area or area picture where process faults exist. You can therefore react quickly to queued messages. The operator can intervene precisely in the process by opening the process picture in which the message occurred with the "Loop in Alarm" function.

You can find additional information about this in the section "How to Display the Source of the Alarm Using the Group Display".

Message types in the group display Different kinds of messages are displayed in the group display. They apply only to the area for which they are displayed. The different message types are:

Message type

Field in the group display

Class

Process alarm

1 and 2 • A: Alarm, white font on red background, flashing when incoming and not acknowledged

• W: Warning, black font on yellow background, flashing when incoming and not acknowledged

• T: Tolerance, black font on yellow background, flashing when incoming and not acknowledged

Process control alarms

3 • S: Process control fault, yellow font on black background, flashing when incoming and not acknowledged

• F: Fault in field, yellow font on black background, flashing when incoming and not acknowledged

• M: Preventative maintenance, yellow font on black background, flashing when incoming and not acknowledged

Operator control displays

4 • O: Operator prompt, white font on lilac background, not flashing when incoming

Lock messages

5 • X: Messages locked, white font on a gray background, not flashing when incoming



Rules for the group display The following rules apply to the group display:

• The group displays in the area overview are derived by logical ORing from the sum of all group displays that are located in the subordinate process pictures associated with this area.

• The assignment of the block-specific fault messages to their respective message classes is fixed and cannot be changed in process mode.

• The following message classes require acknowledgment:

- A: Alarm

- W: Warning

- S: Process control disturbance

- F: Fault in field



5.5.6 How to Display the Source of the Alarm Using the Group Display

Introduction When a message occurs, it is displayed in a field of the group display with a letter on a colored, flashing background. The alarm source is displayed when you click the corresponding group display in the overview area.

Hierarchy of the group display The group display usually consists of several individual displays that are assigned to an area or sub-area. This forms a hierarchy for group displays. When you select an alarm source, the process picture displayed is the one at the lowest level that allows an assignment to a particular message.



Group display

In the overview area to the right of an area selection button

Procedure 1. Position the cursor on the group display that contains the messages with

flashing icons. The "Show fault" tooltip is shown below the cursor.

2. Click the group display in the overview area. The process picture containing the fault is displayed in the work area.



Icon in the user interface when there is no connection to a process tag or the configuration is corrupt

Group displays are displayed as follows when there is no connection to a process tag or the configuration is corrupt:


Group display

Process picture

Group display

Overview area

Result The process picture containing the fault is displayed in the work area. The process tag where the message from the message line originated is displayed in cyan. When you click the block icon, the faceplate opens. You can obtain information on the faceplate by opening the faceplate as a loop display. The information contained in the loop display of the faceplate enables you to trace the cause of the message.



5.5.7 How to Work with the Loop in Alarm Function

Loop in Alarm function If there is a message in the message line in the overview area, you display the process picture containing the process control environment for this message using the picture change function, "Loop in Alarm". The "Loop in Alarm" function is located in the overview area to the left of the message line and always relates to the message displayed in the message line.



Loop in Alarm

• In the overview area to the left of the message line• In all message lists except for the operation list

Procedure Click on the "Loop in Alarm" icon in the overview area or in the message line.

Result The picture in the work area changes and the process picture containing the process environment of the message source is displayed. The process tag where the message from the message line originated is displayed in cyan.

If the message currently in the message line cannot be uniquely assigned to a process picture where the message originated, the faceplate is displayed as a loop display in a process window in the work area instead of the process picture.

The assignment of process tags to the process picture or start picture is transferred in the block list editor of the OS when the OS is compiled.

You can navigate to the previously selected picture using the "Previous picture" function in button set 1.



5.5.8 How to Display the "Extended Message Line"

Extended message line The "extended message line" is displayed in the work area. It contains not only the message currently displayed in the message line but also other queued messages that are not yet acknowledged. The messages in this list are sorted in the following order:

• Priority

• Date

• Time

If two messages have the same priority, the latest one is displayed.



Message system

In the overview area to the left of the message line

Procedure Click on the "Message system" icon in the overview area.

Result You can find information about handling queued messages in the section "Message System - Process Diagnostics".



5.6 Operator Inputs in the Button Area

5.6.1 Overview of Operator Controls in the Button Area

Overview The following chapters contain examples of operator control using buttons from the button sets:

• Displaying the incoming alarm list

• Locking and enabling messages

• Selecting pictures via a process tag

• Direct selection of pictures

• Selection of pictures by name

• Saving a picture composition

• Retrieving a saved picture composition

• Deleting a saved picture composition

5.6.2 How to Create the Incoming Alarm List

Incoming alarm list The incoming alarm list is displayed in the work area. It contains not only the message currently displayed in the message line but also other queued messages that are not yet acknowledged.



Message system

In button set 1 or in the button set of the message system

Procedure Click on the "Message system" icon in button set 1 or in the button set of the message system.

Result The incoming alarm list is displayed as a process window in the work area and is superimposed over any process picture displayed there. The way queued messages are handled in the various message lists is explained in the section "Message System - Process Diagnostics".



5.6.3 How to Lock and Unlock Messages

Introduction During process phases involving revisions, it is practical to lock messages from all process tag of an area and unlock them later. With a single action, you can lock and unlock all messages relating to the process tags for an area. Each process tag locked or unlocked based on the area can be locked or unlocked individually.



Lock messages

Unlock messages

Button set 2

Procedure - locking messages Click the "Lock messages" button in button set 2.

Result - locking messages The messages of all process tags of an area are locked.

All messages of the subordinate process tags in the group display hierarchy of the area are locked. When messages are locked, the following events occur:

• The process tag no longer signals.

• An operating message is generated for each process tag indicating that messages of the process tag were locked.

• The lock is displayed in the process tags

• The lock is displayed in the group display of the higher-level group display hierarchy and in the overview area.



Icons in the user interface for group displays of locked messages


Group display

Group display for the process tag

Group display

Group displays of the lower hierarchy

Procedure - unlocking messages Click the "Unlock messages" button in button set 2.

Result - unlocking messages All messages for process tags of an area are unlocked again. All messages of the subordinate process tags in the group display hierarchy of the area are unlocked again. When messages are unlocked, the following events occur:

• The process tag signals again.

• An operating message is generated for each process tag indicating that messages of the process tag were unlocked.

• The display of the lock in the process tags is reset.

• The display of the lock in the group displays of the higher-level group display hierarchy and in the overview area is reset if no further messages are locked in the hierarchy.

Note

You lock or unlock messages of the individual process tags in the faceplate.



5.6.4 How to Select Pictures with the "Picture via Process Tag" Button

Introduction You can also select and display pictures via process tags. To do this, select the stand-alone "Picture via process tag" function and the process tags offered in the dialog box. The process picture containing this process tag is displayed in various forms in the work area. A check is performed to determine if the logged-on operator has the required permission.



Picture selection via process tag

Button set 1

Requirements • Process tags must be assigned to an area to which a configured group display

is assigned in order for them to be offered in the "Picture selection via process tag" dialog box to an operator with the area-specific user permission.

• You can select only one process tag in the dialog box at a time and display the process picture with the process tag. Start the "Picture selection via process tag" function several times to display multiple pictures with process tags in process windows.



Procedure 1. Click the "Picture via process tag" icon in button set 1.

The "Picture selection via measurement point" dialog box opens.

2. In the "Picture selection via process tag" dialog box, make the following settings:

Where? What?

Server selection field Select the OS server whose process tags you want to display. Process tag type Select the process tag type to be displayed. This considerably

reduces the process tag list and makes browsing easier. By default, "<All>" process tags are displayed.

Tag filter/ Process tag filter

Use the process tag filter to enter a search criterion. Only the process tags satisfying the filter criterion will then be displayed. Example: If you enter B2* as a filter criterion, only process tags with names beginning with the characters B2 are displayed. The * character is a wild card for all characters.

Exclusive Use this filter to enter an exclusion criterion in the search. The filter settings are analogous to those above.

Process tag list In the selection list of process tags, select those you want to display within a process picture in the work area.



Where? What?

View In the display mode area, select one of the available views. • Loop display in the work area:

The picture with the process tag is displayed as a faceplate in a loop display in the work area.

• Loop display as window: The picture with the process tag is displayed as a faceplate in a loop display in a process window.

• Group display: The picture with the process tag is displayed as a faceplate in a group picture in the work area.

• Process picture in the work area: The picture with the process tag is displayed as a process picture in the work area and replaces the previous picture displayed there.

• Process picture as window: The picture with the process tag is displayed as a process window in the work area and is superimposed over the picture displayed there.

3. Click "OK."

Result The picture with the selected process tag is displayed in the selected view in the work area. The process tag you have selected is displayed in cyan.



5.6.5 How to Select Pictures Directly

Introduction You can select pictures directly. To do this, select the functions "Previous picture", "Store picture" or "Recall picture".

Picture change buffer, "Previous picture" and "Next picture" functions The system saved each picture change in the work area. This allows you to open the previously displayed process picture. A picture change memory manages the last eight pictures you have selected and can display them again in the work area in reverse order. When you have redisplayed all the available pictures from the picture change memory, the memory is empty and will only be filled again by selecting pictures.

Note

Permissions for pictures in the picture change memory are user-dependent. Whenever there is a change of user, the entire content of the picture memory is cleared and must be filled again by the newly logged-on operator.



Previous picture

Next picture

Store picture

Recall picture

Button set 1



Procedure Click the "Previous picture" or "Next picture" icons repeatedly to redisplay pictures in the work area.

Selecting graphic pictures via picture memory, "Store picture" and "Recall picture" functions

The picture memory is used for one-time storage of a picture displayed in the work area. You can recall this picture at any time, even more than once. Storing a new picture will overwrite the previous picture in the picture memory.

Note

Permissions for pictures in the picture memory are set for individual users. This means that whenever there is a change of user, the entire content of the picture memory is cleared and must be filled again by the newly logged-on operator.

Procedure 1. Click the "Store picture" icon to save a displayed picture in the work area to the

picture memory.

2. Click the "Recall picture" icon to display a picture from the picture memory. This can take place from any process picture.

Result A process picture that has be previously saved with the "Store picture" function, is displayed again with the "Recall picture" function.



5.6.6 How to Select Pictures with the "Picture via Name" Button

Introduction You can select a picture from a selection list of all of the graphic pictures that belong to the current project and are stored in the project directory. This picture is then displayed in the work area as a full picture or as a picture in a process window. A check is performed to determine if the logged-on operator has the required permission.



Picture via name

Button set 1

Procedure 1. Click the "Picture via name" icon in button set 1.

The "Picture selection via name" dialog box opens.



2. In the "Picture Selection via Name" dialog box, make the following settings:

Where? What?

Server selection field Select the OS server whose pictures you want to display. Filter/picture name filter Use the filter to enter a search criterion. Only the picture names

satisfying the filter criterion will then be displayed. Example: If you enter "F*" as a filter criterion, only picture names beginning with the character F are displayed. The * character is a wild card for all characters.

Not/Exclusive Use this filter to enter an exclusion criterion in the search. Picture name list Select the picture name in the selection list to display this process

picture in the work area. View Select one of the two types of views:

• Work area: The picture to be displayed is shown as a full picture in the work area and replaces any process picture already displayed here.

• Process window: The picture is displayed as a picture in a process window in the work area and is superimposed on any picture already displayed there.

Preview window • Select the "Display" check box to see a preview of the selected picture in the preview window.

3. Click "OK."

Result The selected picture is displayed as a full picture or within a process window in the work area.

Note

You can select only one picture at a time in the dialog box and display it. Start the "Picture selection via name" function several times to display multiple pictures in process windows.



5.6.7 Saving Retrieving and Deleting Screen Compositions

5.6.7.1 Introduction

Handling of screen compositions The system allows you to save a screen composition displayed in the work area under any name and then recall it or delete it. A screen composition contains all of the pictures displayed in the work area, for example, a process picture that also contains process windows with faceplates and trend groups.

These functions are based on the logged-on operator. Only the logged-on operator who saved a screen composition can recall it.

Screen compositions are saved for each operator specifically. They remain available even after a system restart or a new logon.

Requirements You can use these functions under the following conditions:

• The functions are activated if an operator is logged on.

• Screen compositions are assigned to the operator who was logged on when they were saved, recalled or deleted.

• Any number of screen compositions can be saved for each operator.



5.6.7.2 How to Save a Screen Composition

Introduction Save the pictures assembled in the work area with the "Save screen composition" function.



Save screen composition

Button set 1

Prerequisite You have assembled a personal screen composition in the work area.

Procedure 1. Click the "Save screen composition" icon in button set 1.

2. In the "Save Screen Composition" dialog box, enter a name in the edit box for the pictures displayed in the work area. You can also overwrite a composition saved that you saved previously under a name.

3. Click "Save" to close the dialog box.

Result The pictures displayed in the work area are saved as a screen composition with the name you have specified and under your logon.



5.6.7.3 How to Display the Saved Screen Composition

Introduction With the "Recall screen composition" function, you recall the pictures assembled in the work area that you saved with the "Save screen composition" function.



Recall screen composition

Button set 1

Prerequisite The operator who saved the screen composition is logged on.

Procedure 1. Click the "Recall screen composition" icon in button set 1.

2. In the "Recall Screen Composition" dialog box, select the desired screen composition and then click "Recall".

Result The previously saved screen composition is displayed in the work area.



5.6.7.4 How to Delete a Screen Composition

Introduction You delete saved screen compositions with the "Delete screen composition" function.



Delete screen composition

Button set 1

Prerequisite The operator who saved the screen composition is logged on.

Procedure 1. Click the "Delete screen composition" icon in button set 1.

2. In the "Delete Screen Composition" dialog box, select the screen composition you want to delete and then click "Delete".

Result The selected screen composition is deleted.



5.7 Operator Process Controls in Process Pictures

5.7.1 Overview of Operator Process Controls in Process Pictures

Introduction Operator process controls in graphic pictures/process picture can be used as follows:

• Directly in the picture

• By opening a faceplate via the block icon in the process picture and performing the operator input via an operator dialog box. If you choose this method, you must click the "Execute" button in the dialog box to confirm the operator input before it will be executed.

Overview The following operator inputs are possible in the process pictures:

• Opening of faceplates

• Acknowledgment of messages in faceplates

• Locking of messages in faceplates

• Enabling of messages in faceplates

• Changing the view within a faceplate

• Opening the loop display of a faceplate



5.7.2 Block Icons and Faceplates

What are block icons? Apart from static and dynamic picture elements, process pictures also contain block icons. Block icons represent the primary information of a technological block from the AS. Block icons are dynamic and can contain different information depending on the block. Block icons only show information and cannot be operated. They are used to open associated faceplates.

What are faceplates? Faceplates are displayed in a separate window in process mode and can be opened using picture selection buttons, the process tag list, block icons, etc.

There are two different views for faceplates:

• Group display: Display of process values in different views with a function key for the loop display.

• Loop display: Display of all possible views of the group display.

Faceplates are used for uniform operator control and monitoring of process values in "standardized" layouts.

Process information in block icons and faceplates Depending on the block icon, the following information can be displayed:

• Process tag name

• Current setpoint

• Current process value

• Group displays for messages

• External or internal setpoint setting

• Manual or automatic mode

• Valve/pump/motor on/off, status display by color change



Predefined block icons in PCS 7 There is a corresponding faceplate for all the block icons displayed in the following process picture.

Predefined block icons in PCS 7



Predefined block icons for SIMATIC Route Control The "@PCS7TypicalsRC.pdl" with a block icon is available for SIMATIC Route Control. A corresponding faceplate can be opened for this block icon.

You can find additional information about this in the manual Process Control System PCS 7; SIMATIC Route Control.

Color coding of block icons in process pictures If a faceplate is opened for a block icon, the faceplate is colored-coded with cyan in the process picture.

The coding is reset when the faceplate closes.



5.7.3 Standardized Operator Control and Display Bar in Faceplates

Operator control and display bar The upper operator control and display bar in faceplates is standardized for all PCS 7 faceplates.

The elements from the figure shown above are listed and described in the following table from top left to bottom right.

Icon/Function Meaning

Pin function Keeps the displayed faceplate in the foreground even if a picture change is triggered in the background.

Group display object, first to fourth elements

Shows the current message status: A: Alarm W: Warning S: Fault O: Operator prompt

Lock messages

Unlock messages

When you click the button, all messages for this process tag are locked. Locked messages are indicated by the icon shown in the operator control and display bar above. If you click the button again, messages for this AS block are unlocked. The icon in the faceplate then appears without the red line through it. When messages are locked, all four fields of the group display are displayed with a white "X" on a gray background.

Message acknowledgment button When you click this button, the messages queued in the group display are acknowledged.

Message suppression Process messages can be suppressed. Process control messages cannot be suppressed. Suppressed messages are indicated by the cross symbol.

SIMATIC BATCH occupied identifier

If the faceplate is being used by SIMATIC BATCH, the icon is displayed in color and not grayed out.

Drop-down list box When you click the drop-down list box, the available faceplate views are listed for selection.

Open loop display When you click the button, the loop display with all of the available faceplate views is displayed in the work area.



5.7.4 How to Open a Faceplate

Introduction You open faceplates using block icons.

Prerequisite A process picture with a block icon is displayed in the work area.

Procedure 1. Click a block icon in the process picture.

2. If you want to open the faceplate as a loop display, click the "Open loop display" button on the far right in the process window in which the faceplate is displayed.

Result The corresponding faceplate is displayed as a group picture in the "standard" view or as loop display in the work area and is superimposed on any process picture already displayed there.



5.7.5 How to Acknowledge Messages in Faceplates

Introduction At the top left of open faceplates, you will see the "group display" object that shows current messages. You acknowledge queued, flashing messages in the group display of the faceplate with the "Acknowledge Fault" function (Procedure 1). Once a message within the group display has been acknowledged, it no longer flashes.

There are two options for acknowledging individual messages or all visible messages in faceplates. These are described in procedures 2 and 3.

Prerequisite A faceplate is open and the triggering message is flashing in the group display.

Procedure 1 Click the "Acknowledge fault" icon to the right of the group display within the faceplate.

Procedure 2 1. In the opened faceplate, click the drop-down list box and select the "Messages"

entry. The faceplate message window opens.

2. Select the message that you want to acknowledge. The message line is displayed in blue.

3. Click the "Acknowledge message" button in the toolbar of the message window.

4. If you want to acknowledge all messages displayed in the message window, click the "Acknowledge all visible messages" button in the toolbar of the message window.

Procedure 3 1. Click the "Open loop display" icon in the opened faceplate. The loop display

opens.

2. Continue with procedure 2, steps 2 to 4.



Result of all procedures The queued, flashing message in the group display no longer flashes. Acknowledged messages disappear from the message list in the message window.

If you want to display all messages for this process tag from the archive, click the "Display long-term archive list" button in the message window toolbar.

Picture for procedure 1




5.7.6 How to Lock Messages in Faceplates

Introduction You can lock messages in faceplates. If you activate this function, no more messages are displayed in the "Messages" view in the faceplate. This functionality is available in all PCS 7 faceplates.

Prerequisite A faceplate was opened via its block icon and is displayed in the work area.

Procedure Click the "Lock message" icon in the faceplate.

Result All queued messages are suppressed and are not displayed in the message window of the faceplate. The "Lock message" icon in the toolbar of the faceplate changes to the "Unlock message" icon. All four fields of the group display in the faceplate are displayed with a white "X" on a gray background.

Pending messages for this faceplate are no longer displayed in the incoming alarm list of the message system.



5.7.7 How to Unlock Messages in Faceplates

Introduction You can unlock messages in faceplates. If you activate this function, messages are displayed once again in the "Messages" view in the faceplate. This functionality is available in all PCS 7 faceplates.

Requirements • A faceplate was opened via its block icon and is displayed in the work area.

• The "Lock messages" function has been activated.

Procedure Click the "Unlock messages" icon in the faceplate.

Result Pending messages are displayed once again in the message window of the faceplate, but their time stamp is invalid. Therefore, the event is valid, but the time stamp (date and time) is invalid. The "Unlock messages" icon changes to the "Lock messages" icon. In the faceplate, all four fields of the group display are activated again.



5.7.8 How to Change the View within a Faceplate

Views in faceplates Depending on the faceplate, various views are available that you can select from its drop-down list box. A faceplate opened via its block icon is known as a group picture because a drop-down list box allows you to select other views from a group.

The following views can exist in the faceplate and are available for you to select:

• Standard

• Maintenance

• Parameter

• Messages

• Limits

• Trend

• BATCH


Procedure Select a view of the faceplate from the drop-down list box.

Result The faceplate displays the view you have selected.



5.7.9 How to Open the Loop Display of a Faceplate

What is a loop display? The "loop display" view means that all possible views of a faceplate are displayed in the work area. All views of the relevant faceplate are displayed in windows side by side and one beneath the other in the work area.


Procedure Click the "Open loop display" icon at the upper right of the faceplate.

Result



5.7.10 Operator Process Controls in Faceplates

5.7.10.1 Overview of Operator Process Controls in Faceplates

Overview The following operator inputs are possible in the faceplates:

• Making operator digital value inputs

• Making operator analog value inputs

5.7.10.2 How to Perform Operator Digital Value Inputs

Use cases Operator digital value inputs are used when an operator input is to be used to change between states. Typical uses are:

• Operator controls for a motor, for example, "On/Off", "Forward", "Reverse", "Stop" (reversing motor, MOT_REV)

• Operator controls for a valve, for example "Open/Close"

• Operator controls for an automatic sequence, for example, "Start/Stop"

The operator input is initiated in the faceplate and executed in the displayed dialog box. Operator digital value inputs may require confirmation with the "OK" or "Exec" button before they are executed.

The operator digital value input is presented using a valve as an example.

Requirements • The "Valve" faceplate has been opened via the corresponding block icon.

• "Manual" mode has been activated.

Procedure 1. In the faceplate, click "Open".

2. Click "OK" in the displayed dialog box.



Result The "Open" status is shown in the faceplate and both the valve icon and the button are displayed in color. The displayed dialog box is closed.



5.7.10.3 How to Perform Operator Analog Value Inputs

Use cases Operator analog value inputs are used for specifying setpoints or manipulated variables. The operator input is initiated in the corresponding faceplate and then executed in a displayed dialog box.

You must enter the analog value with the keyboard, using a scroll bar or in inching mode (incrementing/decrementing). The entered value is displayed in an input line. After entering the value, you can confirm it with the "OK" button before the value is transferred to the AS.

The operator analog value input is shown with dosing as an example.

Requirements • The "Dose" faceplate has been opened via the corresponding block icon.

• The "internal" setpoint setting must be activated.

Procedure 1. Click the "Setpoint" field in the faceplate.

2. In the displayed dialog box, click the edit box in which the old setpoint is specified.

3. Enter the new setpoint for dosing.

Where? What?

Using the keyboard

If you make a mistake, you can correct this by deleting the entry with the delete key and entering the value again.

Using the scroll bar

The scroll bar is located on the right in the faceplate. Click the scroll bar and, holding down the mouse button, move it up to increase the setpoint or down to decrease the setpoint. Use the up and down arrow buttons on the scroll bar to fine-tune the setpoint.

Using inching mode

Inching mode allows you to specify a percentage value for incrementing and decrementing the setpoint. When you use incremental/decremental adjustment, the value is increased or decreased by a fixed value. Click one of the four buttons to increase the setpoint, for example, by 5%. Notice! An inching mode operation has an immediate effect by contrast with other operations that first require the "Exec" button to be pressed.

If you specify a setpoint that is not within the specified upper and lower limits, a system message is displayed on the screen.

4. Click the "Exec" button to apply the current setpoint.



Result The specified setpoint is applied and the dialog box closes. You can use the "Start" button in the faceplate to start the dosing operation with setpoint quantity you specified.


6 Trend System - Analysis of Processes

6.1 Functions and Outputs of the Trend System

Trend system In process mode, you can use the "Load/Configure Trend Groups" functionality to display, configure, save and recall process values as trends. The functionality is included in button set 1.

Trend graphics are displayed in a process window (the trends window) in the work area. The trends window illustrates the development of changes in the process values over a specified time range.

When you display selected process values as a trend group, you can analyze individual manipulated variables and controlled variables on screen to optimize the process.

Standard case in process mode You open preconfigured trend groups using buttons in process pictures. You analyze the course of the trends by manipulating the curve fields with specified functions.

Creating new trend groups in process mode Selected tags/process tags are displayed as trends in a WinCC Online Trend Control. When you click the "Selection" button in the "Properties of WinCC Online Trend Control" dialog box, a dialog box for archive/tag selection opens.

A distinction is made between online and archive tags in the content of the trend groups.

• Since online tags are not stored in the system database, no historical values can be displayed. The values for the online tags illustrated in the trends window are stored only as long as the trends window is opened.

• Archive tags are saved in the system database. This means that in addition to the current process values, the historical values for the variables are also available to you.

You can display archive tags and online tags together in one trends graphic. You can set a common range of values (Y-axis) for all variables.

Trend System - Analysis of Processes


Overview The following operator inputs and actions are possible with the trend system:

• Manipulating trend groups with archive tags

• Manipulating trend groups with online tags

• Operator control of trend groups with archive and online tags

• Retrieving, deleting and renaming saved trend groups

• Creating new trend groups with archive tags

• Creating new trend groups with online tags

• Creating new trend groups with archive and online tags



6.2 Manipulating Trend Groups

6.2.1 Manipulating Trend Groups with Archive Tags

Prerequisite The process window containing the trend or the trend groups is displayed in the work area.

The following trend can be taken as an example:



Overview of operator control functions If you have not made any other special settings in the "Properties of WinCC Online Trend Control" dialog box, the icons shown in the figure above are displayed in the toolbar. Tooltips are provided for all icons.

The following table presents the relevant Tooltip information for the respective icons.

Icon/Function Explanation/Functionality

Start/stop Stops or resumes the updating in the trend window. The status of the updating is indicated by the appearance of the button: • Green = Go: Updating is stopped and can be resumed by

clicking the button. • Red = Stop: Updating is started and can be stopped by clicking

the button. If the button is red = Stop, the trend is being created from current process values. In this status, the system only displays values within the time frame currently set. The buttons visible for the display of other time frames, "First/last record" and "Previous/next record", are not available to you. If the button is green = Go, the stored data records are displayed as a trend.

First/Last data record

Displays the first or last data record of the process values saved in the archive as a trend.

Previous/ Next data record

Shows the previous or next data record. Use these buttons to display data records from the archive step-by-step backwards or forwards.

Assign parameters Opens the "Properties of WinCC Online Trend Control" dialog box, for example, to assign new archive tags to a selected trend. You can add additional icons to the toolbar in the "Toolbar" tab. All modifications to the parameter assignment are entered immediately after confirmation in the trend window.

Ruler Displays the ruler and the associated information window below the trend window. Move the mouse onto the ruler and click it to move it to the right or left. In the information window, you can read the current value with the corresponding date/time. If the ruler is not displayed in the trend area, it is located at the left edge of the trend window. Move it to the work area using a drag-and-drop operation.

Zoom Magnifies the trend area. Click the trend area to select it. The next time you click the "Zoom" button, you return to the configured normal view.

Original view If you are using the zoom function, you return to the configured normal view by clicking this button. The zoom function remains active for further enlargement of the trend area.



6.2.2 Manipulating Trend Groups with Online Tags

Prerequisite The process window containing the trend or trend groups is displayed in the work area.

The following trend can be taken as an example:



Overview of operator control functions If you have not made any other special settings in the "Properties of WinCC Online Trend Control" dialog box, the icons shown in the figure above are displayed in the toolbar. Tooltips are displayed for all icons if you position the cursor over them briefly.

The following table presents the relevant Tooltip information for the respective icons.

Icon/Function Explanation/Functionality

Start/stop Stops or resumes the updating in the trend window. The status of the updating is indicated by the appearance of the button: • Green = Go: Updating is stopped and can be resumed by

clicking the button. • Red = Stop: Updating is started and can be stopped by clicking

the button. Ruler Displays the ruler and the associated information window below the

trend window. Move the mouse onto the ruler and click it to move it to the right or left. In the information window, you can read the current value and the corresponding date/time. If the ruler is not displayed in the trend area, it is located at the left edge of the trend window. Move it to the work area using a drag-and-drop operation.

Zoom Magnifies the trend area. Click the trend area to select it. The next time you click the "Zoom" button, you return to the configured normal view.

Original view If you are using the zoom function, you return to the configured normal view by clicking this button. The zoom function remains active for further enlargement of the trend area.

Assign parameters Opens the "Properties of WinCC Online Trend Control" dialog box, for example, to assign new archive tags to a selected trend. You can add additional icons to the toolbar in the "Toolbar" tab. All modifications to the parameter assignment are entered immediately after confirmation in the trend window.



6.2.3 Operator Control of Trend Groups with Archive and Online Tags

Overview of operator control functions The control of trend groups showing archive and online tags is performed similar to the control of trend groups with archive tags.

You can find additional information about this in the section "Operator Control of Trend Groups with Archive Tags".

6.2.4 How to Work with Stored Trend Groups

Introduction You can redisplay stored trend groups in the work area. You can also delete or rename trends you have already created.




In button set 1

Requirements • Creation of the new trend group in the "Trends Online" dialog box.

• Adherence to the rules for configuring, saving and displaying trend groups.

Procedure 1. Click the "Load/configure trend groups" icon in button set 1 to open the

"Trends Online" dialog box.

2. Select the trend group you want to display, delete, or rename in the work area.



3. Click the "Display" button to display this trend group.

- Click the "Remove" button if you want to delete this trend group.

- Click the "Rename" button if you want to give this trend group a new name and enter the new name in the displayed dialog box.

4. Click "OK" to close the dialog box.

Result The trend group you have selected is displayed in a process window in the work area, deleted, or renamed.



6.3 Creating new Trend Groups

6.3.1 How to Create New Trend Groups with Archive Tags

Introduction When you click the "Load/configure trend groups" icon in button set 1 in process mode, the "Trends Online" dialog box is displayed in the work area. This dialog box displays all the most recently created trend groups and the date/time of the last change. When you select an available trend group and click the "Display" button, the trend group appears in the work area.




In button set 1

Prerequisite The "Trends Online" dialog box opens in the work area.

Procedure 1. Click the "New" button in the dialog box to create a new trend group.

2. In the "Name" box, enter a descriptive name for the trend group.

3. Select "Archive" in the "Content" group.

4. Use the displayed template "@TRG_Default.pdl".

5. Click the "Create" button.



6. Make the following settings in the "Properties of WinCC Online Trend Control" dialog box:

- Using the "+" button, add as many trend windows as you want to display. Delete a selected trend with the "-" button. Change the order of the selected trends with the "Up" and "Down" buttons.

- Select the first trend in the "Trends" area and give the trend a name. Follow the same procedure for the other trends.

- Select the first trend in the "Trends" area and select a color. Follow the same procedure for the other trends.

- Click the "Selection" button to assign an archive tag to the selected trend. In the displayed "Selection of Archives/Tags" dialog box in the navigation window, select the server package from which you want to display an archive tag. Select the desired archive. The available archive tags in the data field are displayed there. Select the desired archive tag and click "OK".

7. Click "OK" to close the displayed dialog box.

8. Follow the same procedure for the other trends.



Result The process window with the trends you have created is displayed in the work area. The individual trends represents the archive values you selected in the form of a trend.

Note

All other configuration options available in the "Properties of WinCC Online Trend Control" dialog box are described in the Online Help that you can open in the dialog box by clicking the "Help" button.

You can display the "Help" icon with the "Properties of WinCC Online Trend Control" dialog box in the "Toolbars" tab.



6.3.2 How to Create New Trend Groups with Online Tags

Introduction When you click the "Load/configure trend groups" icon in button set 1 in process mode, the "Trends Online" dialog box is displayed in the work area. This dialog box displays all the most recently created trend groups, their content and the date/time of the last change. When you select an available trend group and click the "Display" button, the trend group appears in the work area.




In button set 1




3. Select "Online" in the Content group.


5. Click the "Create" button.






- Select the first trend in the "Trends" area and choose a color for the selected trend. Follow the same procedure for the other trends.

- Click the "Selection" button to assign an online tag to the selected trend. In the "Tag Configuration" dialog box, click the "Search" button. The tag selection dialog box is displayed.

- In the navigation window, double-click the server package of the OS server whose process tag is to be displayed. Double-click the communication driver (channel) "SIMATIC S7 Protocol Suite". Double-click the channel unit, e.g. "Named Connections" and then on the S7 program contained in it. The available tags are displayed in the data field. Select a tag there and click "OK". The selected tag is entered into the "Tag Configuration" dialog box. Set the cycle time in which the tag is to be updated. Click "OK."



7. Click "OK" to close the displayed dialog box.

8. Follow the same procedure for the other trends.

Result The process window with the trends you have created is displayed in the work area. Each trend represents an online value you selected as a trend.

Note

All other configuration options available in the "Properties of WinCC Online Trend Control" dialog box are described in the Online Help that you can open in the dialog box by clicking the "Help" button.



6.3.3 How to Create New Trend Groups with Archive and Online Tags

Introduction You can display archive tags and online tags together in a trend group.

When you click the "Load/configure trend groups" icon in button set 1 in process mode, the "Trends Online" dialog box is displayed in the work area. This dialog box displays all the most recently created trend groups, their content and the date/time of the last change. When you select an available trend group and click the "Display" button, the trend group appears in the work area.




Button set 1




3. In the Content group, select the entry "Archive" or "Online". This sets source of the data in the first trend of the trend group.


5. Click the "Create" button. The "Properties of WinCC Online Trend Control" dialog window opens.






- Select the first trend in the "Trends" area and choose a color for the selected trend. Follow the same procedure for the other trends.

- Select the type of data source (possible starting with the second trend).

- The remaining procedure depends on the data source. You can find a description of the "Archive tags" data source in the section "How to Create a New Trend Group with Archive Tags" beginning with "Click the "Selection" button to assign an archive tag to the selected trend." You can find a description of the "Online tags" data source in the section "How to Create a New Trend Group with Online Tags" beginning with "Click the "Selection" button to assign an online tag to the selected trend."

Result The process window with the trends you have created is displayed in the work area. Each trend represents the tags you selected as a trend.

Note

You can find all other configuration options available in the "Properties of WinCC Online Trend Control" dialog box in the online help that you can open in the dialog box by clicking the "?" button.


7 Message System - Diagnostics for Processes

7.1 Functions and Outputs of the Message System

Introduction This section explains how to display and edit messages in process mode.

Functions of the message system Messages inform the operator about operating states and faults in the process. You can thus detect critical situations early and avoid downtimes.

The operator control and monitoring system acquires all messages from the automation systems and enters them in chronological order in the history list of the message system.

Definition of terms: message line, message blocks and message sequence A message is displayed in various message lists within a message window in the form of a message line. The chronologically arranged message lines form the message sequences. A message line is a field composed of a line with line number and several columns with column headings. Column headings are also known as message blocks and are used to assign a message; they include the date, time, priority, source, event, status and type of a message, for example.

Message System - Diagnostics for Processes


Overview The following operator inputs and actions are possible with the message system:

• Standardized function keys in the message system button set for retrieving and editing messages

• Freely definable message filters for filtering messages

• Individual or group acknowledgment of messages

• Display of the message cause with the "Loop in alarm" function

• Display of info texts for the messages

• Entry of comments for a message

• Filtering messages

• Hiding messages

• Displaying the "Hidden List"

• Showing messages

• Sorting message lists

• Logging messages

• Showing messages from the archive



7.2 Structure and States of Messages

Example of a message list (incoming alarm list)

Message types There are four types of message:

Message Description

Process message Process messages signal process events of the automated process. Such events include limit value violations of measured values and status information.

Process control message Process control messages are fault messages caused, for example, by the failure of a component or a wire break affecting a connected I/O signal.

Operating message Operating messages are generated each time process variables are manipulated, for example, when a controller is switched to a different mode.

System message System messages are all messages that are generated by the SIMATIC PCS 7 system.



Message states The message state is a combination of the status of the message source and the acknowledgment status.

The following applies to the status of the message source (entering/exiting):

• The status of a message is "entered" as long as the triggering event still exists; in other words, the cause of the message still exists.

• As soon as the cause no longer exists, the status of the message changes to "outgoing".

The following applies to the acknowledgment status (unacknowledged/acknowledged):

• Messages requiring acknowledgment must be acknowledged by the operator.

• Messages that do not need to be acknowledged do not appear in the incoming alarm list, instead, they appear in the archive lists.

A message can have up to four states:

• Incoming: the triggering event is still active.

• Incoming, acknowledged

• Incoming, outgoing, not acknowledged

• Incoming, outgoing, acknowledged

Displaying states The current message state is indicated in the message lists as follows:

• Color and flashing behavior of the elements

• Plain text in text elements

• Time entries in the message line

Acknowledgment of messages The following table shows the acknowledgment capability of the available message classes.

Message Class Message Type Color Acknowledgment

Alarm, high - low A Red Incoming Warning, high - low W Yellow Incoming Tolerance T Blue No acknowledgment Process control message - fault, error, preventive maintenance

S, F, M Black Incoming

Operator prompt L Purple No acknowledgment



7.3 Message Lists in PCS 7

Message lists Messages in process mode are displayed in various message lists within message windows. You can use the icons in the button set of the message system to display and process the various message lists in the work area. The messages displayed in the message lists refer exclusively to the currently open project.

Message windows have a toolbar. The functions in the toolbar are used to process messages.

Selection of message lists When the message system is open, the following functions are available for displaying the various standardized message lists in SIMATIC PCS 7:

Icon/List Contents

Incoming alarm list

The incoming alarm list contains the unacknowledged messages.


The outgoing alarm list contains the acknowledged messages and the messages queued in the process.

Outgoing alarm list

The outgoing alarm list contains the messages flagged as "Outgoing" (special message characteristic).

Operation list

The operation list contains operating messages. Example: the setpoint for a controller is set to 5 bar, motor was switched on.

Process alarm list

The process alarm list contains process control messages. Example: Rack failure

History list

The history list contains all messages (incoming, acknowledged and outgoing messages).

Hidden List

The hidden list contains all the messages that have been manually or automatically hidden.



You can generate additional message lists using the OS Project Editor and can then select them in the button set of the message system.

• Incoming alarm list, quitable

• Acknowledged alarm list, quitable

• Outgoing alarm list, quitable

While the incoming alarm list, quitable incoming alarm list, acknowledged alarm list, quitable acknowledged alarm list, outgoing alarm list and quitable outgoing alarm list represent current messages, the history list, process alarm list and operation list access the message archive.



7.4 Message and System Behavior

Interaction of message filters and permissions You can configure which messages in process mode are to be displayed using a message filter in the "Message display" tab in the OS Project Editor. Depending on the assigned permission, the operator can either view messages or he can view and acknowledge them. These permissions are specified for an operator in the User Administrator.

Overview of the message filter You can select the following message filters:

Name of radio button

Meaning

Do not filter Messages are not filtered area-specifically Messages with area authorization

If the operator has "Authorization for Area", all messages from the area will be displayed in the "Incoming alarm list" and "Outgoing alarm list" in process mode and can be acknowledged in these message lists.

Messages that can be acknowledged in a separate list

The operator control functions for calling the quitable incoming alarm list, quitable acknowledged alarm list and quitable outgoing alarm list are displayed in the button set of the message system. The message lists each contain two message windows in which messages are displayed.

Incoming alarm list, quitabe

Acknowledged alarm list, quitabe

Outgoing alarm list, quitable Messages for which the operator has the "Authorization for Area" permission but not the "Operator Process Controls" permission are displayed in the upper message window. The operator can see these messages in this window but cannot acknowledge them. Messages for which the operator has the "Authorization for Area" permission and the "Operator Process Controls" permission are displayed in the lower message window. The operator can acknowledge these messages in this window. The message line in the overview area only displays acknowledgeable messages for which the operator has "Operator Process Controls" permission.



Name of radio button

Meaning

Messages that can be acknowledged in a separate list (switchable)

In addition to the incoming alarm list, acknowledged alarm list and outgoing alarm list, the operator control functions for quitable incoming alarm, quitable acknowledged alarm list, and quitable outgoing alarm list are offered in the button set of the message system. With this option, you can switch between the double window display (quitable message list) and the standard message lists (incoming alarm list, acknowledged alarm list and outgoing alarm list) in which acknowledgeable messages are displayed.

Incoming alarm list


Outgoing alarm list In these message lists, messages are displayed for operators with the "Authorization for Area" permission and the "Operator Process Controls" permission.

Incoming alarm list, quitable

Acknowledged alarm list, quitable

Outgoing alarm list, quitable Messages for which the operator has the "Authorization for Area" permission but not the "Operator Process Controls" permission are displayed in the upper message window. The operator can see these messages in this window but cannot acknowledge them. Messages for which the operator has the "Authorization for Area" permission and the "Operator Process Controls" permission are displayed in the lower message window. The operator can acknowledge these messages in this window. The message line in the overview area only displays acknowledgeable messages for which the operator has "Operator Process Controls" permission.

Hidden messages The operating function for calling the "Hidden List" is displayed in the message system button set.

Hidden List

This message list shows all messages that have been hidden by the operator or automatically.



System behavior If messages enter and exit several times without having been acknowledged, the older messages are removed from the incoming alarm list and acknowledged automatically. However, the history list (archive) displays all messages.

The latest message requiring acknowledgment with the highest priority is displayed in the one-line message line of the overview area.

Additional information • You can find additional information about the operating functions of the

message system button in the section "Operating functions in the message system".



7.5 Acknowledgment Scheme for PCS 7

Working with messages requiring acknowledgment The following figure illustrates the acknowledgment scheme in SIMATIC PCS 7. It shows you how the system or operator handles messages requiring acknowledgment and the message lists in which they appear.



7.6 Functions in Message Lists

7.6.1 Overview of the Functions in Message Lists

Introduction Message windows in which message lists are displayed have predefined functions in PCS 7 that are displayed as icons. You use these functions to process message lists and to trigger actions.

"Autoscroll" function in message lists The incoming alarm list is shown first and the "Autoscroll" functionality is activated when the message system opens. The behavior or the message system is as follows:

• The messages in the incoming alarm list, acknowledged alarm list, and outgoing alarm list are updated automatically.

• The messages in the process alarm list, operation list and history list must be updated manually by the operator using the "Update" button.

• New entering messages are listed at the bottom of the message lists with the default setting in the OS Project Editor (most recent message at bottom).

Deactivating the "Autoscroll" function To be able to navigate manually in message lists and to process individual messages, first deactivate the "Autoscroll" function. Only then are the standard operator control elements such as scroll bars, selection tools, page up and down keys, etc., available. When the "Autoscroll" function is disabled, the current messages are still shown in the message lists but the scroll bar can be moved without it reverting back automatically from the adjusted position to the most recent incoming message.



Standardized functions in message lists When you move the cursor over an icon in the message lists and briefly hold it there, a Tooltip for the function is displayed. The following icons are available:

Function Icon Meaning

Acknowledge message

Acknowledges the message with the selection triangle in front of it.

Acknowledge all visible messages

Acknowledges all queued, visible messages requiring acknowledgment in the message window.

Activate autoscroll/ Deactivate autoscroll

Switches automatic scrolling on or off. Autoscroll activated: The current message appears at the top of the window. The old messages are moved down (default setting in the OS Project Editor). Message processing functions are valid only for messages that are currently queued. Manual scrolling is turned off. Autoscroll deactivated: You can select individual messages with the mouse. Message processing functions only affect the selected message. Horizontal and vertical scroll bars are also available for navigating in the message lists.

Open the selection dialog box

Displays the "Specify Selection" dialog box in the work area. You can specify selection criteria for displaying messages in message lists in this dialog box. Messages that do not meet the selected criteria are then not displayed but they are nevertheless archived. The button is only available if you have, as a minimum, been assigned the authorization level "Higher process control" for an area.

Report function

Sends a printout to a connected printer. The messages shown in the message window are printed immediately without a print dialog box appearing.

Display first message

The selection triangle jumps to the first/oldest message in the message window. You can only use this function after deactivating the "autoscroll" function.

Display last message

The selection triangle jumps to the last/most recent message in the message window. You can only use this function after deactivating the "autoscroll" function.

Display next message

The selection triangle jumps down to the next message. You can only use this function after deactivating the "autoscroll" function.

Display previous message

The selection triangle jumps up to the previous message. You can only use this function after deactivating the "autoscroll" function.

Open info text dialog

Opens the "Info text for a message" dialog box in the work area. If an informational text was entered during the message configuration in PCS 7, this text is displayed in the dialog box. You can recognize whether or not informational text was stored in a message by the cross in the "Info" column.



Function Icon Meaning

Open comment text dialog

Opens the "Comment for a message" dialog box in the work area. You can enter a comment for the message in the "Comment" box in this dialog box. This function is only available in message lists in which archived messages are displayed.

Loop in Alarm Displays the process picture containing the cause of the selected message in the work area. Depending on the source of the message, a faceplate or an SFC chart can also be displayed in the work area. This function cannot be used with system messages.

Show/hide message

Shows or hides a message you have flagged in a message list (incoming alarm list, acknowledged alarm list or outgoing alarm list).

Reset selection

Resets the selections made in process mode for persistence in CS and RT and persistence in RT in the message list selected.

Sort

Opens the "Sort" dialog box in the work area. In this dialog box, you select the message blocks/column headings according to which you want to sort the messages alphabetically.



7.6.2 Meaning of Column Headings and Message Blocks

Overview of the message line components The following list explains the meaning of the individual column headings in a message line:

Column Heading/Message Block

Meaning

Date Date for entering, exiting and acknowledged. Crossed through date and time means: No creation date because the messages already existed when the OS started up.

Time Every time the message status changes, the associated time element (time stamp of the state change) is displayed.

Priority Specifies which messages are acknowledged with which priority. Priority levels from 0 through 16 can be selected and displayed in process mode. The higher the value, the higher the priority. Priorities for block messages are configured in the CFC during PCS 7 message configuration on the ES. Priorities for system messages are configured in the OS Project Editor of the PCS 7 OS.

Origin Technological assignment of the message source: • Higher level designation (HID), consisting of the hierarchy, chart

name and block name, entered as placeholder • Location designation (LID) for driver blocks

Event Event description: • Contains a user-definable message text for technological blocks • In the case of driver blocks, it contains a message text with

integrated associated values indicating chain/rack/slot or error ID/block number/relative address.

Status Status of the acknowledgment • I=came in, not acknowledged • Q=went out, not acknowledged • QS=acknowledged • Quit-System=acknowledged by the system • IQ=came in, went out, not acknowledged

Info An explanatory text can be configured for every message. Comments The operator can subsequently add a comment to any message. Batch name Contains batch name. Area Plant area identifier Loop in Alarm A cross indicates that the function can be executed. Type Shows the message class:

for example, System, Process Control, Alarm High, Alarm Low, Warning High, Warning Low, Status AS, Process Message, Tolerance High, Tolerance Low, Event Message, Operator Prompt



7.6.3 Filtering of Message Lists

Filter options You can define selection criteria for the messages to be displayed in message lists in the "Specify Selection" dialog box. For example, you can display only messages of a particular message class or the messages from a specific location that is causing problems.

With some message blocks such as the date and time system blocks, you can specify the start and end point or search texts. You cannot enter text as the selection criterion for a process value.

To filter for the text of process value or the process tags shown within it, insert this process value in a message as a message text of a user text block. In process mode, messages are filtered for the text in the user text block.

Persistence: permanent or retained filter criteria By changing the selection criteria in message lists in the "Specify Selection" dialog box, you overwrite the settings configured on the OS. If the changes are retained through selection of the "Persistence in RT" option or "Persistence in CS and RT" option, the original settings must be reset manually. The operator must have the necessary permissions for this.



Setting options for filters The graphic below shows the possible settings for filters in the "Define selection" dialog box.

Option boxes and buttons Meaning

Text selection if exact match

Selects all text blocks matching the search string. This search is case-sensitive. Otherwise, all text blocks that contain the search string are selected.

Persistency in CS and RT Changes to the filter settings persist after process mode is deactivated.

Persistence in RT Changes to the filter settings are retained after changing pictures.

Show visible messages All messages except the hidden messages are displayed. Show hidden messages All hidden messages are displayed. Delete selection Deletes all configured selection criteria.



7.6.4 How to Filter Messages in Message Lists

Introduction With the "Selection" function in the toolbar of the message lists, you select the criteria for filtering the messages to be displayed. The use of the "Specify Selection" dialog box is illustrated with the following procedure.

Requirements • You have opened a message list with messages in the work area.

• You want to filter messages from the history list (archive) so that messages assigned to a certain area and that occurred on a particular day are displayed.

Procedure 1. In the history list, click the "Open selection dialog" icon in the toolbar.

2. Select the "Date" check box on the left side of the "Specify Selection" dialog box. The start and stop value is displayed and activated in the right pane of the dialog box.

3. Double-click "Start Value". The "Date Input" dialog box opens.

4. Enter the search date and click "OK".

5. Double-click "Stop value", enter the search date and click "OK".

6. Double-click the "Text blocks" folder in the left pane of the "Specify Selection" dialog box and select the "Area" check box.

7. Double-click "Search text" in the right pane of the dialog box and enter the area name.

8. If the filter selection is to be retained after the "Define selection" dialog box is closed, you must set the persistence options:

- Check the "Persistence for CS and RT" check box if the changes to the selection criteria are to be retained after process mode is deactivated.

- Check the "Persistence for RT" check box if the changes to the selection criteria are to be retained after a picture change.

9. Click "OK" to close the "Specify Selection" dialog box.

Result The history list now only displays messages that meet the filter criteria you have entered.



7.6.5 How to Reset Filters in Message Lists

Introduction You can reset the filter settings for the selected message list:

• By changing pictures

• With the "Reset SQL Filter" button in the button set of the message system



Reset SQL filter

In the history list: Operator control function in the message system button set

Procedure 1. Click on the "Message system" button in button set 1.

2. Select the message list: Click on the associated button in the message system button set.

3. Click on the "Reset SQL filter" icon in the message system button set.



7.6.6 How to Hide Messages

Introduction You have the facility, using the "Show/hide message" function, to hide individual messages from display in message lists (incoming alarm list, acknowledged alarm list, outgoing alarm list).



Show/hide messages

Toolbar of the message list

Requirements • The messages you wish to hide are displayed in one of the following message

lists:

- Incoming alarm list

- Acknowledged alarm list

- Outgoing alarm list

Procedure 1. Select the message list from which you wish to hide a message.

2. Highlight the message line for the message.

3. Click the "Show/hide message" icon in the toolbar.



Result The selected message is hidden.

Message list Reaction to the "Show/hide message" function

Incoming alarm list

• When there is an incoming message in the incoming alarm list, this message is acknowledged automatically and entered in the "Hidden List" by the system.

• If an outgoing message is in the incoming alarm list, it is automatically acknowledged. When this messages is "incoming" again, it is not displayed in the "Hidden List" instead of the incoming alarm list.


If a message is in the acknowledged alarm list, the message is entered in the "Hidden List".

Outgoing alarm list

When there is a message in the outgoing alarm list, this message is entered in the "Hidden List" and is removed from the outgoing alarm list.



7.6.7 How to Display the "Hidden List"

Introduction The "Hidden List" contains all queued messages that have been manually or automatically hidden.



Display the hidden list

Button set of the message system

Displaying messages in the "Hidden List"

How was the message hidden?

Displaying the message

automatically The automatically hidden message remains in the "Hidden List" all the time the message is present.

manually The message remains in the "Hidden List" for the period set in the "Alarm logging" editor during configuration.

Message hidden "manually" and then shown automatically

A message is not entered in the "Hidden List" if the message was hidden "manually" and then is automatically shown. Automatically showing a message has priority over "manual" hiding.

Procedure 1. Click on the "Hidden List" button in the message system button set.

Result The "Hidden List" is displayed.



7.6.8 How to Show Hidden Messages

Introduction The "Hidden List" contains all queued messages that have been manually or automatically hidden.

Manually hidden messages are shown again after a certain time. This time can be set in the OS project editor. The default setting is 30 minutes.

A message is generated when a message is manually hidden or displayed. The message contains the name of the logged-on user.

A message is automatically generated in the history list when a message is manually hidden or displayed. The message is marked with the status "Show" or "Hide".

Prerequisite • The message is entered in the "Hidden List".

Procedure 1. Select the "Hidden List".

2. Highlight the message line for the message.

3. Click the "Show/hide message" icon in the toolbar.

Result The message is shown in the acknowledged alarm list.



7.6.9 How to Sort Messages in Message Lists Alphabetically

Introduction With the "Sort" function in the toolbar of the message lists, you can sort messages alphabetically according to message blocks/column headings. All available messages in the message list are sorted. The use of the "Sort" dialog box is illustrated with the following procedure.

"Sort" dialog box:

Requirements • You have opened a message list with messages in the work area.

• You want to sort the messages in the new list alphabetically in ascending order. This will sort the messages by date, then by source and finally by priority and display them accordingly in a message window.



Procedure 1. In the incoming alarm list, click the "Sort" icon in the toolbar.

2. Open the first drop-down list box in the "Sort" dialog box and select "Date". Then, click "Ascending Order".

3. Open the second drop-down list box and select "Source". Then, click "Ascending Order".

4. Open the third drop-down list box and select "Priority". Then, click "Ascending Order".

5. Click "OK".

Result All messages in the incoming alarm list are now sorted alphabetically in ascending order first by date, then by source and finally by priority. You can delete the sort criteria again with the "Clear Sort Criteria" button. Your selection criteria are retained only as long as the message window containing the incoming alarm list is displayed in the work area.


8 Reports System - Documentation of Processes

8.1 Functions and Outputs of the Report System

Introduction In process mode, the report system can be used to output process data and messages to a printer. Predefined print jobs and layouts are available for your printouts. You assign layouts and printers to print jobs in the Report Designer on the OS. In process mode, these configured print jobs can be started with standardized operator control functions in message lists and in trend windows.

Purpose of the report system in process mode The report system has the following purpose in process mode:

• Message reporting: current messages, messages from the message archive, message lists, message sequence reports, operation lists

• Process value reporting: tag tables and tag trends

• Report window: overview of the print jobs and their assigned layouts and printers

Reporting Messages If you click on the "Report" icon in the toolbar of the message list, the messages displayed in the message list are printed out in a predefined layout.

Tip: You can filter or sort messages to be printed before printing them. Use the "Selection" function in the toolbar of the message lists for this.

Message sequence report You print the messages occurring in process mode in a message sequence report on a line printer connected to the reporting PC.

Reports System - Documentation of Processes


Report window The report window provides you with an overview of the print jobs and their layouts. You cannot enter settings in process mode in this window.

Additional information • Section: How to display print jobs


9 Archive System - Displaying Archives

9.1 Functions and Outputs of the Archive System

Introduction The archive system can be configured with following server configurations in a PCS 7 plant:

• OS servers

• OS servers and one central archive server

• OS servers and BATCH servers

• OS servers, BATCH servers and one central archive server

The archives are used to archive measured values, messages and process values.

You can archive data from OS servers and OS signal station systems on a central archive server or on a PC with an installation of the "StoragePlus" software package. The OS signal station system can be an OS single station or OS and engineering station on a single PC station.

The time period in which the data are retained on a central archive server or on a PC with an installation of the "StoragePlus" software package depends on the configured total archive size.

If the capacity of the storage medium is insufficient for the intended time period, archive segments can be swapped out to external data media. If you need to access time periods that have been swapped out, the respective archive segments must be retrieved and attached.

You can archive the following data:

• Messages in the message archive

• Process values in the process value archive

• OS logs in the log archive for OS logs

• Logs from SIMATIC BATCH in the log archive for SIMATIC BATCH reports

Archive System - Displaying Archives


Displaying data from the archives You can display data saved in the archive segments on the following PC stations/PCs:

• OS multiple station system

- OS client

- OS server if the permitted number of OS clients that enable OS server control is not exceeded

- PCS 7 Web client

- PCS 7 Web diagnostic client

• OS single station system (OS single station or OS and engineering station on a single PC station)

• Central archive server

• PC with an installation of the "StoragePlus" software package

• Remote PC station

PC station/ PC for displaying data

Archive location Archive data that can be displayed

Additional information

OS multiple station system (OS client, OS server, PCS 7 Web client, PCS 7 Web diagnostics client)

• OS server • Central archive

server

• Process values • Messages

• Measured values: "How to display a trends graph and select the display period"

• Messages: "How to display a message list and select the display period"

OS signal station system (OS single station or OS and engineering station on a single PC station)

• OS signal station system


• Measured values: "How to display a trends graph and select the display period"

• Messages: "How to display a message list and select the display period"

Central archive server • Central archive server

• Process values • Messages • Reports

• Process values, messages and reports: section "Displaying reports, process values and messages"

PC with an installation of the "StoragePlus" software package



• Process values, messages and reports: section "Displaying reports, process values and messages"

Remote PC station (with network connection to the central archive server)



• Section "How to display archived data on a remote PC station"



Exporting data from archives You can export data from archives for further processing.

PC station/ PC for exporting the data

Archive location Archive data that can be exported

Additional information




• Section "Exporting process values and messages"




• Section "Exporting process values and messages"

Overview of the preparations required The following preparations may be necessary to select the correct display period and to provide access to offline archives:

In the case of archiving on a central archive server:

• Determining the time period of the archives

• Attaching Swapped-out Archive Segments

• Detaching Attached Archive Segments

Additional information • Configuration manual PCS 7 Process Control System; Operator Station



9.2 Archive for Process Values, Messages and Reports

Archives The following table shows in which archive you will find which information.

The archives are stored on the server in the path of the OS project (WinCC Explorer > Properties of the "computer" > Register "Graphics Runtime" > Project file path).

Data Archive name Description Path

Messages AlarmLogging The "AlarmLogging" archive is used to save messages.

Windows Explorer > <path of project file> > "ArchiveManager" folder > "AlarmLogging" folder

Process values TagLoggingFast The "Tag Logging Fast" archive is used by default for acquisition cycles less than one minute.

Windows Explorer > <path of project file> > "ArchiveManager" folder > "TagLoggingSlow" folder

TagLoggingSlow The "Tag Logging Slow" archive is used by default for a data acquisition cycle greater than one minute.

Windows Explorer > <path of project file> > "ArchiveManager" folder > "TagLoggingSlow" folder

OS log PrtOut The "PrtOut" archive is used to save OS reports.

Windows Explorer > <path of project file> > "ArchiveManager" folder > "PrtOut" folder

SIMATIC BATCH protocols

The name is determined by the BATCH Control Center.

The archive is used to save batch logs.

Is determined by the BATCH Control Center. You can find additional information on this in the PCS 7 Process Control System; SIMATIC BATCH manual



9.3 How to Display a Trends Graph and Select the Display Period

Trend graph The trend graph show the incoming trend values. If you want to view the history, you can display these values from the archive over a specified period of time.

Requirements • The archive segments for the display period are attached to the archive

(TagLogging). You can find additional information about this in the section "How to Determine the Time Period of the Archives".

• Swapped-out archive segments must be retrieved. You can find additional information about this in the section "How to Attach Swapped-out Archive Segments".

Procedure 1. On the OS client, open the trends graph, in which you wish to display values

over a display period.

2. Specify the display period as follows:

If ... then ...

the "Select time range" icon is available in the trends graph, you can set the start and end of the time range you wish to display for a trend.

1. Click on the "Select time range" icon in the trends graph.

2. Enter the time range. 3. Click "OK."

The "Select time range" icon is not available in the trends graph and the "Parameter assignment" icon is available in the trends window,

1. Click on the "Parameter assignment" icon.

2. Select the "Toolbar" tab. 3. Check the "Select time range" check

box. 4. Click "OK."

The "Select time range" icon will be shown in the trends graph.

You can use the "Start record number" button to jump to the start of the display period.

1. Click on the "Start record number" button.

If you operate a central archive server in your plant, this brings you back to the start of the archive on the central archive server.

Additional information • Section "How to Determine the Time Period of the Archives"



9.4 How to Display a Message List and Select the Display Period

Message list You can specify the time period in which messages are to be displayed in the message lists.

Note

Up to 1000 messages per OS server can be displayed in a message list. You can reduce the number of messages to a manageable number by the selection of suitable filters.

You can find additional information about this in the section "How to Filter Messages in Message Lists".

Requirements • The archive segments for the display period are attached to the archive

(AlarmLogging). You can find additional information about this in the section "How to Determine the Time Period of the Archives".

• Swapped-out archive segments must be retrieved. You can find additional information about this in the section "How to Attach Swapped-out Archive Segments".

Procedure 1. At the OS client, open the message list, in which you wish to display the

period.

2. Click on the "Open selection dialog" button. The "Define selection" dialog box opens.

3. In the System blocks tree view, check the "Date" check box.

4. Specify the "Start value" and the "Stop value" for the display period.

5. In the System blocks tree view, check the "Time" check box.

6. Specify the "Start value" and the "Stop value" for the display period.

7. Click "OK."



9.5 Displaying and Exporting Archived Data with the StoragePlus WebViewer

9.5.1 Displaying Process Values, Messages and Reports

Introduction You can display process values, messages, OS logs and batch reports from SIMATIC BATCH on the following PCs:

• Central archive server on which the process values, messages and reports are archived

• PC with an installation of the "StoragePlus" software package on which the process values, messages and reports are archived

Displaying process values, messages and reports You can view the process values, messages and reports using the StoragePlus WebViewer.

Procedure Select the menu command Start > SIMATIC > StoragePlus > StoragePlus WebViewer. You can find information about creating views and the visualization of process values, messages and reports in the online help StoragePlus Information System.



9.5.2 Displaying Archived Data on a Remote PC

Introduction You can display archives from the central archive server on a remote PC.

Requirements • The network connection to the central archive server is established.

• The archives have been retrieved and attached on the central archive server. You can find additional information about this in the section "How to Attach Swapped-out Archive Segments".

• The Internet Explorer V6.0 SP1 or later is installed on the PC.

Displaying process values, messages and reports You can view the process values, messages and reports using the StoragePlus WebViewer. To do this, open the Internet Explorer and enter the computer name of the central archive server.

You can find information about creating views and the visualization of process values, messages and reports in the online help StoragePlus Information System.



9.5.3 Exporting Process Values and Messages

Introduction You can export lists of process values and messages to the following PCs.

• Central archive server on which the process values and messages are archived

• PC with an installation of the "StoragePlus" software package on which the process values and messages are archived

You can export lists of process values and messages to a file and then edit this file on another PC. The file may be saved to the following file formats:

• CSV file

• XML file

Exporting process values and messages If you want export lists of process values and messages, you need to open these lists in the StoragePlus WebViewer.

Procedure Select the menu command Start > SIMATIC > StoragePlus > StoragePlus WebViewer. You can find additional information in the online help StoragePlus Information System.

Note

When exporting in "Microsoft Excel", be aware that worksheets can only contain a limited amount of data (maximum 65536 lines per worksheet).



9.6 Determining, Attaching and Detaching Archive Time Periods

9.6.1 How to Determine the Time Period of the Archives

Introduction A central archive server and a PC with an installation of the "StoragePlus" software package can show you the time periods that have been archived (open or closed) and swapped out.

You can perform the following tasks when you have access permission on the Windows user interface.

Requirements • You have access permission on the Windows user interface of the central

archive server and PCs with an installation of the "StoragePlus" software package.

• You perform the following steps on the central archive server.

Procedure 1. Select Start > SIMATIC > StoragePlus > Administration Console from the

menu. The "StoragePlusAdministration_XP" dialog box opens.

2. Select "System Configuration > Archives" in the tree view.

3. Click on the "Catalog" button in the detail view. All archive segments are displayed with their name, archive type, the swap-out time period and the status. You can find information about the content of the table in the section "Overview of the table content".

4. Click on "Close".

Overview of the table content All archive segments are displayed in a table with their name, archive type, the swap-out time period and the status.

You can find additional information about this in the following section "Overview of the archive segment properties".



Overview of the archive segment properties The archive segments are displayed with the following properties in the catalog:

Property Meaning

Catalog label Name of the archive segment Description Archive type

• ALG AlarmLogging, message archive with messages and alarms

• TLG_S TagLogging Slow, process value archive with an archiving cycle greater than one minute (default setting)

• TLG_F TagLogging Fast, process value archive with an archiving cycle less than or equal to one minute (default setting)

• PRT Log archive for OS logs

• EBR Log archive for logs from SIMATIC BATCH

Date from Start of the archive period Date to End of the archive period Status Status of the archive segment

• Open Data is currently being appended to the archive segment. Archiving of this data is not complete.

• Closed The archive segment has been saved offline to external data media and is currently not available.

• Saved&Attached The archive segment has been retrieved from an external data medium and is available.



9.6.2 How to Attach Swapped-out Archive Segments

Introduction On the central archive server and PCs with an installation of the "StoragePlus" software package, you can retrieve data from external data media to display the data on an OS client in the multiple station system.

You can display the data with the StoragePlus WebViewer on the central archive server or a PC with an installation of the "StoragePlus" software package.

Requirements • You have saved archives offline on external data media.

• You have access permission on the Windows user interface of the central archive server and PCs with an installation of the "StoragePlus" software package.


menu.

2. Open the "System Configuration" directory.

3. Open the "Archives" directory.

4. Click on the "Attach" button in the detail view. The catalog of all archive segments will be displayed.

5. Set the path for a drive containing an offline archive (e.g. CD, DVD).

6. Select an archive segment from which you require data from the swapped-out archive.

7. Click on the "Open" button. The selected archive segment is copied. Once the archive segment has been successfully copied, the archive segment is linked to the archive. A message window indicates whether the archive segment has been linked.

8. Click "OK."

Possible problem when linking archive segments There is no more space on the hard disk for archive segments.

Remedy:

Detach unneeded archive segments that have been retrieved and attached.



9.6.3 How to Detach Attached Archive Segments

Introduction On the central archive server and PCs with an installation of the "StoragePlus" software package, you can detach data you have retrieved from external data media.

Prerequisite You have access permission on the Windows user interface of the central archive server and PCs with an installation of the "StoragePlus" software package.


menu.

2. Click on the "Detach" button in the detail view. The catalog of all attached archive segments that have already been stored offline will be displayed.

3. Select an archive segment you wish to remove from the archive.

4. Click on the "Open" button. The selected archive segment will be detached from the archive. Once the archive segment has been detached from the archive, the archive segment will be deleted from the hard disk in the central archive server. A message window whether the archive segment has been deleted.

5. Click "OK."


10 PCS 7 Maintenance Station - Servicing the Plant

10.1 The PCS 7 Maintenance Station

PCS 7 maintenance station (asset management) The maintenance station in PCS 7 offers diagnostic and maintenance functions. Basically, a maintenance station (MS) is an OS that provides this additional maintenance functionality.

The maintenance station in PCS 7 can operate in a client/server architecture or in an OS/ES single-station system. In a client/server architecture, an OS server is operated as an MS server and the engineering station as an MS client.

Using the PCS 7 maintenance station You can configure a maintenance station on the ES to operate and monitor diagnostics screens in process mode on an OS client or the MS client.

Diagnostics screens display various components of a PCS 7 system with diagnostics capability. All PCS 7 components are displayed with uniform icons indicating the maintenance and diagnostic status. Additional information is displayed in the diagnostic faceplates, depending on the type and the diagnostics capability of the PCS 7 component.

The status indicates if service or preventive maintenance is needed. Trained operators or plant engineers can work with the MS clients.

Purpose of diagnostics and maintenance The aim of diagnostics and the maintenance of components in a process control system is to keep failures and downtimes to a minimum by performing preventive maintenance and service. This following steps are required for this:

• Diagnostics (error detection)

• Component diagnostics through icon displays

• Request for service or preventive maintenance

• Service or preventive maintenance

• Recommissioning

PCS 7 Maintenance Station - Servicing the Plant


Purpose of the PCS 7 maintenance station The purpose of the maintenance station is as follows:

• Uniform visualization for all PCS 7 components

• Differentiated access permission

• Evaluation of the status of individual system components

• Parameter assignment for field devices

• Logging of all events

• Automatic generation of hierarchical diagnostics screens from the engineering data

• Diagnostic messages

• Diagnostics screens can have project-specific content added to them

• Hardware components can be expanded to include static picture elements from a library

• "Loop in HW Config" and "Loop in PDM" functions to switch from faceplates to HW Config online or SIMATIC PDM



10.2 Overview of Diagnostics Screens in the PCS 7 Maintenance Station

Overview of PCS 7 Maintenance Station diagnostics screens The table below shows typical Maintenance Station diagnostics screens in process mode with examples.

When the Maintenance Station is used, the "Diagnostics" OS area with its group display is shown in the OS overview area.

Maintenance Station dialog screens Objects displayed

Overview area: • shows the area selection buttons with

their group displays • is always displayed

Diagnostics overview screen: shows the overview of the plant with icons for the following PCS 7 components that are to be monitored: • PC stations • network objects • automation systems and peripherals • user-specific objects All other diagnostics screens are displayed in a hierarchical structure subordinate to the overview picture.

Button set: • shows operation buttons in accordance

with the screen • is always displayed

"PC stations" diagnostics screen: shows the status of the PC stations

"Network objects" diagnostics screen: shows the status of the network objects



Maintenance Station dialog screens Objects displayed

"Automation systems and peripherals" diagnostics screen: shows the status of the automation systems and the connected peripheral equipment

"User-specific objects" diagnostics screen: shows objects configured specifically for the plant

Maintenance block icon: shows detailed information regarding objects that can be diagnosed, e.g. decentralized peripheral equipment

Maintenance faceplate: shows detailed information relating to the objects configured specifically for the plant



10.3 PCS 7 Components with Diagnostics Capability

Components with diagnostics capability The following PCS 7 components with diagnostics capability can be displayed in diagnostics screens in process mode:

• PC stations, such as industrial PCs

• Automation systems

• I/O modules

• Network, switches, PROFIBUS network components

• PROFIBUS components, such as modular and compact field devices

• Redundancy components

Template file for icons All icons that can be displayed in diagnostics pictures are contained in the "@@maintenancetypicals.pdl" file. This file is located in the "..\Program Files\SIEMENS\WINCC\options\pdl\faceplatedesigner_vx" directory and is copied from the installation directory to the "..\wincproj\<os-name>\GraCS" project directory when a PCS 7 project is created or when the OS Project Editor runs.

The following illustration shows the icons in the "@@maintenancetypicals.pdl" template file.



10.4 Design and Structure of the Diagnostics Screens

Hierarchical generation of diagnostics screens from the configuration All information on the PCS 7 components configured in the project is displayed in a diagnostics area generated by the system. The starting point is the overview picture with the following group block icons:

• User-specific objects (diagnostic screens that can be configured by the user)

• AS objects (automation systems)

• Network objects (network components)

• PC stations

All other diagnostics screens are displayed in a hierarchical structure subordinate to the overview picture. The hierarchical structure of the diagnostics screens is represented by the Picture Tree Navigator in process mode.

Design and organization The diagnostics overview screen arranged on the highest level of the hierarchy contains all the PCS 7 components to be monitored, e.g. PC stations, network components and automation systems for the project and user-specific objects where appropriate. The diagnostics overview screen forms its own area in the overview area. All system-generated diagnostics screens can be expanded to include static elements, such as texts and network lines. This allows you to display the hardware components of your system to be monitored in accurate detail in process mode.

Detailed diagnostics screens are located subordinate to the highest hierarchical screen based on your plant structure.



"Maintenance state" icon The "Maintenance state" icon (icon for self-test) shows the state of the component. A variety of icons are shown depending on the components and their state, as described in the sections "Diagnostics and Maintenance Icons in Block Icons" and "Diagnostic and Maintenance Icons in Faceplates". The "Maintenance group display" icon of the component (below right) is also used as a navigation button to open the diagnostic faceplate of the component.

An action can be performed when you move the mouse pointer on an icon within a component and it changes to a control cursor.

"Maintenance group display" icon Letters are displayed with red, yellow, white and green background colors (S in the example) in the "Maintenance group display" icon. These icons indicate the status of the subordinate hierarchy levels. A variety of icons are shown depending on the components and their state, as described in the sections "Diagnostics and Maintenance Icons in Block Icons" and "Diagnostic and Maintenance Icons in Faceplates". The "Maintenance group display" icon is also used as a button for navigating to the underlying detailed pictures where the alarm was triggered. If there are no underlying detailed pictures, there is no navigation button for the "Maintenance group display" icon.

An action can be performed when you move the mouse pointer on an icon within a component and it changes to a control cursor.



10.5 Operator Inputs in Diagnostics Screens

10.5.1 Overview of Operator Controls in Diagnostics Screens

Overview The following operator controls are possible in the diagnostics screens:

• Opening the diagnostics overview screen

• Opening the diagnostic screens using group displays

• Opening a diagnostic faceplate

• Message correction and export of the ID data

10.5.2 How to Open the Diagnostics Overview Screen

Introduction You open the diagnostics overview screen at the highest hierarchy level with the "Diagnostics" area button in the overview area. From this overview screen, you can navigate to the underlying detailed pictures using the "Maintenance state" and "Maintenance group display" icons within the components or the Picture Tree Navigator.

Requirements • All the steps necessary for the generation of the diagnostics screens are

performed on the ES and the user diagnostics structure is created. You can find additional information in the Process Control System PCS 7; Operator Station configuration manual

• Process mode is activated on the MS client.

• You are logged on for process control.

Procedure 1. Click the "Diagnostics" area button in the overview area.



Result - diagnostics overview screen The diagnostics overview screen contains the icon for PCs and industrial PCs. Below them are the icons for network components followed by automation systems. The "Maintenance group display" icon for the user diagnostic structure is shown on the left in the screen. The "Diagnostics" area button is displayed with black text on a cyan background, if the picture shown in the work area belongs to this area.



Navigating in detailed diagnostics screens Use the Picture Tree Navigator to navigate to lower-level detailed diagnostics screens. The Picture Tree Navigator provides you with a clear outline of the hierarchical structure of the diagnostics screens.

The "Maintenance group display" icon in the process picture is also used as a button for navigating to the underlying detailed pictures.



10.5.3 How to Open Diagnostics Screens with the Group Display in the Overview Area

Introduction In the overview area of the user interface, a group display is shown for the "Diagnostics" OS area. The status of the diagnostics component is indicated within the group display. By clicking the group display, you can display the diagnostics screen containing the fault in the work area. If there is more than one fault, the diagnostics screen containing all of the faults is displayed.

Prerequisite A problem is displayed within the group display in the overview area.

Procedure 1. Click the group display for the "Diagnostics" area in the overview area.

Result The detailed diagnostics screen containing the triggering fault is displayed in the work area. If there is more than one fault, the highest-level picture containing all of the faults is displayed.



10.5.4 How to Open a Diagnostics Faceplate

Introduction Faceplates display all information on a component with diagnostics capability in process mode. This includes information that can be obtained by the component itself and from the project data. When information is unavailable, the corresponding field is empty.

The number of views in the faceplates depends on the type of component. The three views "Identification", "Messages" and "Maintenance" are always available for selection in the faceplates. Intelligent components such as those described by an EDD (Electronic Device Description) and those integrated in SIMATIC PDM, have at least six views.

Prerequisite A diagnostics detail screen (block icon) is displayed in the work area.

Procedure 2. Click on the "Maintenance state" icon within a block icon.

Result The faceplate of the relevant component is displayed in the "Ident" view in the work area.



10.5.5 Buttons in the Diagnostics Overview Screen

Introduction The following buttons are available in the diagnostics overview screen:

Icon/Function Button name

Message correction

"Message correction" button

Export ID data

"Export ID data" button This button is only enabled on the MS client.

"Message Correction" button Required Permission

• Higher-order process control

Function

• Deletes messages in the configuration data for the OS (server data), for which the relationship with the project has been deleted.

Application

• You use this function, for example if you have removed hardware from the installation while a message was activated.

"Export ID data" button Required Permission

• Authorization for the diagnostics area

Function

• Providing the information (ID data) for diagnosable objects (e.g. field devices, PCs, network components)

Application

• You should use this function if you wish to export information from diagnosable objects (e.g. field devices, PCs, network components). The data is stored in file @XML_Export.sml in the project directory. This file is stored in the project directory on the MS server. This file will be found on the master server in the case of a redundant maintenance station.

Exported data

• You can find additional information about the data to be exported in the section "Diagnostics Faceplate: "Identification" View".



10.6 Diagnostics Icons and Maintenance Icons in PCS 7

10.6.1 Display of Diagnostics and Maintenance Icons

Display of diagnostic icons and maintenance icons Diagnostic icons and maintenance icons are displayed in diagnostics and maintenance pictures generated by the system within block icons and in faceplates.

The diagnostics and maintenance status is indicated via color change and icon change. The diagnostics and maintenance status display is uniform for all PCS 7 components with diagnostics capability.



10.6.2 Diagnostics and Maintenance Icons in Block Icons

Diagnostic and Maintenance Icons in Block Icons



Icons within a component

Meaning Local operation/operator input

The following icons are found on the left side of the picture starting at the top: • Maintenance state as

an icon for self-test • Maintenance group

display of the local components (below right)

• Maintenance group display of the lower-level hierarchy





Self-test icon (maintenance state) of the component Depending on the maintenance state, the icons shown in the right column can be displayed within the component. You click on an icon to open the faceplate of the component (device). For redundant components, refer to the table in "Status Display for Redundant Components". You can find additional information about this in the section "Diagnostic Faceplate: "Maintenance" View in the paragraph "Work request by the operator"

Maintenance alarm

Maintenance requested

Maintenance desired

Component in good working order

Unknown/unchecked

Local operation

At least one process value is being simulated

Out of service

Component passivated

Maintenance request by the operator, priority "alarm"

Maintenance request by the operator, priority "requested"

Maintenance request by the operator, priority "desired"

Maintenance in progress





The small square (maintenance group display of the component) at the bottom right indicates the following: An alarm has arrived and has not yet been acknowledged. The alarm can also have gone out already. Alarms flash until acknowledged. If the alarm continues to be queued, the icon no longer flashes. If the alarm is no longer queued, the icon disappears. The right column of the table shows the possible icons in the maintenance group display.

Maintenance alarm


Maintenance desired

Good working order

Maintenance group display from the lower-level hierarchy The hierarchical diagnostics screens contain, for example, a maintenance alarm. Only the highest priority class is displayed. Regardless of the icon displayed, the icon is used to open the secondary hierarchy level. The right column of the table shows the possible icons in the maintenance group display.

Maintenance alarm


Maintenance desired

Good working order



10.6.3 Diagnostics and Maintenance Icons in Faceplates

Diagnostics and Maintenance Icons in Faceplates

Icons within a Faceplate

Meaning Icon

"Maintenance group display" icon with maintenance desired

The possible states shown in the "Maintenance group display" icon correspond to those described in the "Maintenance Group Display" section of the chapter "Diagnostics and Maintenance Icons in Block Icons".

"Maintenance state" icon (self-test) of the components

The possible states shown in the "Maintenance state" icon correspond to those described in the "Maintenance State" section of the chapter "Diagnostics and Maintenance Icons in Block Icons".

"Operator request state" icon with the "?" icon Meaning: status unclear or not yet clear. You can find additional information about this in the section "Diagnostic Faceplate: "Maintenance" View in the paragraph "Work request by the operator"

Icons in the operator request state at first and second step: First step: "?" icon, as show on the left. Second step:



Icons within a Faceplate

Meaning Icon

"Maintenance state" icon in the faceplate If two icons appear for the component as shown on the left, this indicates the component itself and its redundant component. The master identification is indicated by the orange square, as shown on the left. With non-redundant components, only one icon with text appears in the left picture under Component.

The possible states shown in the "Maintenance state" icon correspond to those described in the "Maintenance State" section of the chapter "Diagnostics and Maintenance Icons in Block Icons" with the following restrictions: Maintenance jobs requested by the operator and the "Maintenance in progress" state are not displayed in the "Maintenance state" icon.

10.6.4 Message Classes in the Group Display

Priorities and message classes in block icons and faceplates The diagnostics status is shown in block icons and faceplates.

Priority Description Icon Color Acknowledgm

ent

1 Process control error (maintenance alarm) S Red Yes 2 Maintenance desired F Yellow Yes 3 Maintenance requested M Green Yes 4 AS status message, Good working order None Green No

Updating After a message has entered, the group display on the OS/MS client is updated.



10.6.5 Status Display for Redundant Components

Forming the status display for redundant components Redundant components are only displayed in faceplates under the "Components" in the "Maintenance state" icon, as shown in the following figure:

The status display (maintenance state) for redundant components is formed by redundancy components A and B. The table below lists the icons that are formed according to this rule.

Example The following figure shows how the display changes within the hierarchy level. From bottom to top in the picture: faceplate display device display display within the in the 157 interface module.



Redundancy component A indicates "Maintenance desired". Redundancy component B is "Good working order". The result is a "Maintenance desired" status. This is displayed in the "Maintenance state" icon in the faceplate. The "Maintenance group display" icon also indicates the "M" status, maintenance required.

In the component (device) above in the picture, "maintenance required" is also shown in the "Maintenance state" icon.

In the higher-level hierarchy of the component at the top of the picture, the "M" icon for maintenance required is also shown in the "Maintenance group display" icon.

Status Display for Redundant Components

Redundancy component A Redundancy component B Maintenance State Display in the Faceplate

Good working order Good working order Good working order

Unknown/unchecked Good working order Good working order

Component passivated Good working order Good working order

Out of service Good working order Maintenance requested


Good working order Good working order

Local operation Good working order Good working order

Maintenance desired Good working order Maintenance desired

Maintenance requested Good working order Maintenance requested

Maintenance alarm Good working order Maintenance requested

Good working order Component passivated Good working order

Unknown/unchecked Component passivated Component passivated

Component passivated Component passivated Component passivated

Out of service Component passivated Out of service


Component passivated At least one process value is being

simulated Local operation Component passivated

Local operation




Maintenance desired Component passivated Maintenance desired

Maintenance requested Component passivated Maintenance requested

Maintenance alarm Component passivated Maintenance alarm

Good working order Out of service Maintenance requested

Unknown/unchecked Out of service Out of service

Component passivated Out of service Out of service

Out of service Out of service Out of service


Out of service At least one process value is being

simulated Local operation Out of service

Local operation Maintenance desired Out of service

Maintenance desired Maintenance requested Out of service

Maintenance requested Maintenance alarm Out of service

Maintenance alarm Good working order At least one process value is

being simulated. Good working order Unknown/unchecked At least one process value is

being simulated. At least one process value is being simulated

Component passivated At least one process value is being simulated. At least one process value is being

simulated Out of service At least one process value is

being simulated. At least one process value is being simulated


At least one process value is being simulated. At least one process value is being

simulated Local operation At least one process value is

being simulated. Local operation Maintenance desired At least one process value is

being simulated. Maintenance desired




Maintenance requested At least one process value is being simulated. Maintenance requested

Maintenance alarm At least one process value is being simulated. Maintenance alarm

Good working order Local operation Local operation

Unknown/unchecked Local operation Local operation

Component passivated Local operation Local operation

Out of service Local operation Local operation


Local operation Local operation

Local operation Local operation Local operation

Maintenance desired Local operation Maintenance desired

Maintenance requested Local operation Maintenance requested

Maintenance alarm Local operation Maintenance alarm

Good working order Maintenance desired Maintenance desired

Unknown/unchecked Maintenance desired Maintenance desired

Component passivated Maintenance desired Maintenance desired

Out of service Maintenance desired Maintenance desired


Maintenance desired Maintenance desired

Local operation Maintenance desired Maintenance desired

Maintenance desired Maintenance desired Maintenance desired

Maintenance requested Maintenance desired Maintenance requested

Maintenance alarm Maintenance desired Maintenance alarm

Good working order Maintenance requested Maintenance requested

Unknown/unchecked Maintenance requested Maintenance requested




Component passivated Maintenance requested Maintenance requested

Out of service Maintenance requested Maintenance requested


Maintenance requested Maintenance requested

Local operation Maintenance requested Maintenance requested

Maintenance desired Maintenance requested Maintenance requested

Maintenance requested Maintenance requested Maintenance requested

Maintenance alarm Maintenance requested Maintenance alarm

Good working order Maintenance alarm Maintenance requested

Unknown/unchecked Maintenance alarm Maintenance alarm

Component passivated Maintenance alarm Maintenance alarm

Out of service Maintenance alarm Maintenance alarm


Maintenance alarm Maintenance alarm

Local operation Maintenance alarm Maintenance alarm

Maintenance desired Maintenance alarm Maintenance alarm

Maintenance requested Maintenance alarm Maintenance alarm

Maintenance alarm Maintenance alarm Maintenance alarm

Good working order Unknown/unchecked Good working order

Unknown/unchecked Unknown/unchecked Unknown/unchecked

Component passivated Unknown/unchecked Component passivated

Out of service Unknown/unchecked Out of service


Unknown/unchecked At least one process value is being

simulated




Local operation Unknown/unchecked Local operation

Maintenance desired Unknown/unchecked Maintenance desired

Maintenance requested Unknown/unchecked Maintenance requested

Maintenance alarm Unknown/unchecked Maintenance alarm



10.7 Information and Operations in Diagnostic Faceplates

10.7.1 Available Views of the Diagnostics Faceplates

Views in the diagnostics faceplates Each AS block has its counterpart in process mode on the OS, that is, the faceplate. The faceplate provides you with different views of the diagnostics object (component). The table below shows you the views available for each diagnostic type. The "Identification", "Maintenance" and "Messages" views are available for selection in the drop-down list box in every faceplate. Other views depend on the component (type).

View\Type Basic View PC stations Industrial PCs Network

components Field devices (EDD)

Identification X X X X X Maintenance X X X X X Messages X X X X X Monitoring 1 X Monitoring 2 X Monitoring 3 X Diagnostics X Parameters X Change Report X

Note

Diagnostics views are component-dependent and reflect more or less detail, accordingly. The content is determined by information supplied by the component itself. Fields remain empty if no information is available.

The "Monitoring" views are displayed in the following situations:

• Monitoring 1, when at least one "Temperature measurement" signal is available

• Monitoring 2, when at least one "Fan speed" signal is available

• Monitoring 3, when at least one "Hard disk information" signal is available



Views in the "CPU performance block" diagnostic faceplate You can use the "CPU Performance Block" diagnostic faceplate for analyzing the utilization of a diagnosable CPU. You can display the following information with this Diagnostic Faceplate:

• Information on "Identification"

• Information on "Maintenance"

• Information on "Messages"

• Information on "CPU utilization"

• Information on "Utilization of organization blocks"

Views in the "Global asset block" diagnostic faceplate PCS 7 offers the facility of setting up, in a user diagnostics structure, monitoring functions for objects which are not automatically integrated in the diagnostics screens of the maintenance station. These objects include:

• Values defined by rules or calculations

• Objects that do not support diagnostics (e.g. field devices unknown in PCS 7)

• Technical areas

• Groups of components

You can display the following information with this Diagnostic Faceplate:

• Information on "Identification"

• Information on "Maintenance"

• Information on "Messages"

• Information on "Monitoring"

• Information on "Diagnostics"



Buttons for "HW Config" and "PDM" in faceplates Depending on the type of component, the following two selection buttons are provided in faceplates:


Permission

Jump to HW Config

Jump to online view of the hardware project (HW Config)

The "HW Config" button is visible when this component is part of the hardware project.

Authorization for the diagnostics area

Jump to PDM

Jump to the parameter assignment screen form of SIMATIC PDM for this component The "PDM" button is visible when this component has been configured in SIMATIC PDM.

Authorization for the diagnostics area

In the faceplate of the "Intelligent PDM field devices" type, the "HW Config" and "PDM" buttons are available in every view.

• The PCS 7 project is located on the MS client, which is simultaneously the ES.

- Click on the "Jump to HW Config" to open "HW Config".

- Click on the "Jump to SIMATIC PDM" to open "SIMATIC PDM".

• The "Jump to HW Config" and " Jump to PDM" buttons are not available in faceplates on MS clients without ES. Detailed information on the field devices is not available in the following views:

- Diagnostics

- Parameters

- ChangeLog



10.7.2 Operator Control Functions in all Faceplates

Operator Control Functions in all Faceplates The following operator control elements are available in all PCS 7 faceplates:

Operator Control Function

Meaning

Keeps the dialog box in the foreground even if a picture change is triggered in the background.

Acknowledges all messages in the "Messages" view in the faceplate and in the message lists of the message system.

Drop-down list box: Selection of one of the available views

10.7.3 Diagnostics Faceplate: "Identification" View

Faceplate: "Ident" view Depending on the component, all information available from HW Config or SIMATIC PDM is displayed in the information box.

The displayed information is taken from the project or, when there are intelligent components that can be accessed by SIMATIC PDM, directly from the components. The local changes in the components are also obtained and displayed for these components.

Information from SIMATIC PDM can only be displayed on an MS client on which SIMATIC PDM is installed.



10.7.4 Diagnostics Faceplate: "Maintenance" View

Introduction You can classify the maintenance requests for the respective component in the "Maintenance" view in the diagnostic faceplate.

Status of operator process controls The possible status transitions are illustrated in the "Status of OS operator inputs" diagram below.

The operator performs status transitions. The operator sets a maintenance job to the status "maintenance alarm" (IH alarm), "maintenance request" (IH request), or "maintenance required" (IH required). If maintenance is being performed on the relevant component, the "Maintenance in progress" status is set by the operator. Once the maintenance is complete, the operator sets the maintenance status to "completed".



Work request by the operator You perform operator inputs in faceplates in the "Maintenance" view. If you click the options under "Operator request" such as "Alarm", "Requested", "Desired", "In progress", "Completed", or "Canceled", a dialog box opens in which you can enter a comment and a work request number.

You can enter an individual number that is relevant for you, for example, a description of the task involved. This number has no effect within the maintenance station; it is only entered in the log. It can be used as transfer information for ERP systems. The work request number identifies a work package to be performed.

The comment text appears in the "Note" box in the diagnostic faceplate, the number entered appears in the "Work order number" box. When a maintenance job is completed or canceled by the operator, the "Work order number" and "Note" display fields are cleared in the diagnostic faceplate.

Note

You can cancel the current maintenance request at any time. You can also influence the priority of a maintenance request, for example, by changing "Maintenance requested" status to "Maintenance desired".

You have the following options:

• Confirmation of the request class suggested by the system

• Reclassification of the request class suggested by the system

• Forwarding of the request to a destination such as a printer



Documentation of maintenance measures You can also document the status of a maintenance measure. For example:

• The "In progress" status can be used as an authorization for maintenance measures.

• The "Completed" status can be used as information about the completion of maintenance measures.

• The "Cancel" status can be used to cancel or reset the classification for maintenance measures.

The "Maintenance state" icon of the faceplate changes after classification of the maintenance measures.

Faceplate: "Maintenance" view



Example

Step Action

1 The maintenance state with the "?" icon is first displayed in the faceplate when the operator selects one of the requests, "Alarm", "Request" or "Required" in the "Maintenance" view of the faceplate for the corresponding component. Depending on the selection of the operator, the corresponding icon is displayed in the "Maintenance request status" icon (see pictures below). In this state, the "?" icon remains in the "Maintenance state" icon. The "?" in the "Maintenance state" icon corresponds to the status "Maintenance of the component requested but not yet in progress, completed or canceled".

2 In the next step the operator specifies the execution of the task. He selects the "In progress" radio button.

3 When maintenance is completed or canceled, the operator activates the corresponding radio button. The "Maintenance state" icon disappears from the faceplate in both cases.

Example display in pictures When the operator sets a maintenance request in the faceplate from the OS, the following icon displays are shown in the faceplate and in the component.

Step 1: Maintenance alarm for announcement



Step 2: Maintenance request in progress

Step 3: Maintenance measure completed



10.7.5 Diagnostics Faceplate: "Messages" View

Faceplate: "Messages" view The following messages are displayed in the "Messages" view of a Diagnostic Faceplate:

• Diagnostic error messages

• Operator actions after selection of the long-term archive list in the toolbar

• Maintenance requests after selection of the long-term archive list in the toolbar



10.7.6 Diagnostics Faceplate: "Monitoring1" View

Display elements With industrial PCs, the "Monitoring1", "Monitoring2" and "Monitoring3" view can be selected in the diagnostic faceplate.

Display Element Meaning

CPU (°C) With industrial PCs, the CPU temperature is displayed in °C in a bar chart. Motherboard (°C) With industrial PCs, the temperature of the motherboard is displayed in °C in a

bar diagram. I/O chip (°C) With industrial PCs, the temperature of the PCI slots is displayed in °C in a bar

diagram. Operating hours (h) With industrial PCs, the total number of operating hours of the PC is displayed.

Prerequisite The computer is entered and configured in the SNMP system configuration.

You can find additional information about this in the Process Control System PCS 7; Operator Station configuration manual

Faceplate: "Monitoring1" View Example of Bundle PCs




Display elements With industrial PCs, the "Monitoring1", "Monitoring2" and "Monitoring3" view can be selected in the diagnostic faceplate.


Fan 1 RPM With industrial PCs, the fan speed is displayed in RPM in a bar chart. Fan 2 RPM With industrial PCs, the fan speed is displayed in RPM in a bar chart. Fan 3 RPM With industrial PCs, the fan speed is displayed in RPM in a bar chart.



Faceplate: "Monitoring2" view Example of Bundle PCs




Display elements With industrial PCs, the "Monitoring1", "Monitoring2" and "Monitoring3" view can be selected in the diagnostic faceplate. These views are only filled with data when PCs are analyzed using the Siemens AG "DiagMon" program and the corresponding data could also be provided. These views can only be created when the corresponding OPC SNMP profile was selected during configuration.


HD drive 1-4 With industrial PCs, information on up to four hard disks can be displayed. The following information is displayed: • Serial number of the hard disk (not with RAID systems) • Firmware • Status of the hard disk



Faceplate: "Monitoring3" view Example of Bundle PCs



10.7.9 Diagnostics Faceplate: "Diagnostics" View

Data from HART or PROFIBUS devices In the "Diagnostics" view in the diagnostic faceplate, data from HART or PROFIBUS devices are displayed directly.

Display Element Operator Control

Function Meaning

Communication via PDM

The displayed information in this area indicates the status of the communication connection from SIMATIC PDM to the device from the last communication establishment.

Device status via PDM The information displayed in this area indicates the status of the relevant device (standard diagnostics according to PA profile).

Communication via PDM, display field on the right

The displayed information and texts are read directly from the component and are interpreted by the EDD (Electronic Device Description) for the component supplied by the manufacturer. Note: Texts and language are specific to the manufacturer and device. The displayed language corresponds to that set for SIMATIC PDM or the default language of the manufacturer. The information displayed in this area shows the messages of the relevant field device.

Cyclic updating Updating is cyclic when this check box is activated. The cycle interval can be configured. The default value is 7 days.

Last check Displays the date of the last update of the device data. Update Updates all of the information displayed in the diagnostic

faceplate.



Faceplate: "Diagnostics" view



10.7.10 Diagnostics Faceplate: "Parameters" View

Faceplate: "Parameters" view In the "Parameters" view, all field device parameters are displayed on the basis of the EDD supplied by the manufacturer. The view corresponds to the Parameters view in SIMATIC. All current parameters are displayed according to the current SIMATIC PDM database.

The displayed data are read-only and cannot be changed.

If the field device supports configuration change management (update alarm) (typical for PROFIBUS field devices based on PA and HART profiles), it is recognized on the maintenance station, the PDM database is updated and the corresponding entries are made in the ChangeLog log (audit trail).



10.7.11 Diagnostics Faceplate: "Change Report"

Faceplate: "Change Report" View This view displays the color-coded Change Report log (audit trail) that is kept by SIMATIC PDM. Parameter settings or settings made by a maintenance operator on the field device are stored on the field device and displayed in the "Change Report" faceplate view. The view corresponds to the detail view of the log.

Additional information • SIMATIC PDM; The Process Device Manager manual



10.7.12 Diagnostics Faceplate: "CPU Performance Block", "Performance" View

Prerequisite You can use the "CPU Performance Block" diagnostic faceplate for analyzing the utilization of a diagnostics-capable standard CPU >= firmware version V5.0.

"CPU performance block" faceplate, "Performance" view The "Performance" view is a graphic representation of the overall situation with regards to CPU utilization. All values in the bar chart are given as percentages. The reference value is the configured maximum cycle monitoring time for the CPU.

The horizontal bar charts show the following for the organization blocks:

• Average, gross and net values for OB 3x, related to the configured, maximum cycle monitoring time for the OB3x concerned

• Net values for OB 8x and OB1, related to the configured, maximum cycle monitoring time for the OB3x concerned



Voiding a CPU stop The CPU incorporates functions that ensure that the user programs are still processed despite excessive loading on the CPU. The CPU does not change to the STOP operating mode.

Caution

If the CPU reaches its utilization limit the User programs will be processed more slowly. The user program must be redesigned if this is influencing process mode.



10.7.13 Diagnostics Faceplate: "CPU Performance Block", "OBx..." View

Prerequisite You can use the "CPU Performance Block" diagnostic faceplate for analyzing the utilization of a diagnostics-capable standard CPU >= firmware version V5.0.

"CPU performance block" faceplate, "OB3x" view The utilization of the OB3x organization blocks is shown in the "OB3x" view:

• the absolute gross and net value, and the average value over a number of cycles of the OB 3x, related to the configured maximum cycle monitoring time of the OB in each case.

• the minimum and maximum values reached since the last reset of the OBs

.



"CPU performance block" faceplate, "OB8x" view The utilization of the OB8x organization blocks is shown in the "OB8x" view:

• the absolute net value, and the average value over a number of cycles of the OB 8x and the OB1, related to the configured maximum cycle monitoring time of the OB in each case.

• the minimum and maximum values reached since the last reset of the OBs.

Resetting the counter readings If you are an authorized operator, you can reset the counter readings in process mode using the "Reset" button.



10.7.14 Diagnostics Faceplate: "Global Asset Block", "Monitoring" View (User-specific)

"Global asset block" faceplate, "Monitoring" view PCS 7 offers the facility of setting up, in a user diagnostics structure, monitoring functions for objects which are not automatically integrated in the diagnostics screens of the maintenance station. These objects include:

• Values defined by rules or calculations

• Objects that do not support diagnostics (e.g. field devices unknown in PCS 7)

• Technical areas

• Groups of components

You can show the following monitoring functions in a diagnostics screen:

• Operating hours meter

• Service interval

• Calibration interval

If you are an authorized operator, you can, in process mode, reset actual values using the "Reset" button and activate alarm limits.

The "of which: ... remaining" field shows the difference between the actual value and the next limit value.



10.7.15 Diagnostics Faceplate: "Global Asset Block", "Diagnostics" View (User-specific)

"Global asset block" faceplate, "Diagnostics view" The "Diagnostics view" shows an overview of up to 16 configured signals used in diagnosing devices.

Additional information • PCS 7 library online help


11 Creating a Plant-Specific Process Control Manual

11.1 Creating a Plant-Specific Process Control Manual for Operators

Creation of a plant-specific process control manual for operators You can create a process control manual for the operator tailored to the actual PCS 7. You can use this manual (PCS 7 Process Control System; PCS 7 OS process control manual) as a basis.

The document is provided in electronic form in English, German and French in DOC format for further editing.

You will find this source document on the SIMATIC PCS7 Manual Collection DVD.

You can use the Microsoft Word 2000 or Microsoft Word 2003 (Microsoft Office) programs to edit the source document.

11.2 How to Create a Plant-Specific Process Control Manual for Operators

Procedure 1. Insert the SIMATIC PCS 7; Manual Collection DVD into the drive of your PC.

2. Double-click on the welcome.pdf document.

3. Click on "Electronic manuals".

4. Click on the "Manuals; PCS 7 Process Control System" button.

5. Click on the Word document icon to the left of the "Operating Instructions; PCS 7 Process Control System; PCS 7 OS process control" button.

6. Click on the white square. The document is opened.

7. Select File > Save as from the menu.

8. Select your storage location.

9. Click on the "Save" button. You can now edit the document.

Creating a Plant-Specific Process Control Manual


Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 Index-1

Index

A Acknowledging 4-14, 4-15, 5-12, 5-39,

7-10 Acknowledgment scheme 7-10 Add-on package 10-1 Alarm source 5-15 Archive directory 9-4 Archive server 9-12, 9-13 Archive system 9-1 Archive tags 6-15 Archives 9-4, 9-10

determining time period 9-10 process values

messages and reports 9-4 Archives server

attach archives 9-12 detaching archives 9-13

Archives system functions and performance 9-1

Archives tags 6-9 Asset management 10-1

maintenance station 10-1 Assigning permissions 4-16 Autoscroll 7-12

B Basic operator control 4-11 Basic operator input 4-1, 4-13 BATCH Control Center 4-21 Block icon 5-34, 5-36 Block view 5-44 Button set 1 3-10 Button set 2 3-14

C Central archive server 9-12 Column headings in message lists 7-14 Create users 4-16 Cursor 3-3

D Detaching archives 9-13 Diagnostic faceplate 10-12, 10-30, 10-31,

10-32, 10-36, 10-37, 10-38, 10-39, 10-40, 10-42, 10-43, 10-44, 10-46, 10-48, 10-49 Monitoring1 view 10-37 Monitoring2 view 10-38 Monitoring3 view 10-39

Diagnostic Faceplate Change Report view 10-43 Diagnostic View - user-specific 10-49 Diagnostics view 10-40 Identification view 10-30 Maintenance view 10-31 Messages view 10-36 Monitoring view - user-specific 10-48 OBx view 10-46 opening 10-12 operator control functions 10-30 Parameter view 10-42 Performance view 10-44

Diagnostic icons 10-21 Diagnostics 10-1, 10-2

maintenance station 10-1, 10-2 Diagnostics components 10-5 Diagnostics faceplate 10-19, 10-27

viewing 10-27 Diagnostics icons 10-14, 10-15, 10-19 Diagnostics overview screen 10-8, 10-9,

10-13 buttons 10-13

Diagnostics screen 10-6, 10-8, 10-11 structure 10-6

displaying 4-26 Displaying archived data 9-8 Documentation 1-1, 1-2, 2-1, 2-2

E Exporting 9-9

process values and messages 9-9 Extended message line 5-18

Index

Process Control PCS 7 V7.0 - PCS 7 OS Process Control Index-2 A5E00808634-01

F Faceplate 5-35, 5-36, 5-37, 5-38, 5-39,

5-42, 5-43, 5-44, 5-45, 5-46, 5-47, 5-48, 5-49, 10-12, 10-27, 10-28, 10-29

Filtering 7-18 message lists 7-18

Filtering messages 7-15, 7-17 Functions in message lists 7-11

G Graphic pictures 5-2, 5-3, 5-22, 5-26, 5-27 Graphic system 5-1 Group display 5-13, 5-14, 5-15, 5-16

H Hidden list 7-21 Hiding 7-19

messages 7-19, 7-20 Horn 4-15

K Key area 3-9, 3-16

L Language change 4-24 Light 4-15 Logging off 4-7, 4-9 Logging on 4-3, 4-4, 4-7, 4-9

process control 4-3 Logging on with a biometric system 4-6 Logging on with a chip card 4-6 Long-term archive 5-40 Loop display 5-45 Loop in Alarm 5-17

M Maintenance and diagnostic station 10-1 Maintenance icons 10-14, 10-19, 10-20 Maintenance station 10-1

asset management 10-1 Message 4-14 Message behavior 7-7 Message blocks 7-14 Message concept for diagnostics

components 10-20 Message list 9-6

displaying 9-6 Message lists 7-5, 7-6, 7-11, 7-12, 7-13,

7-18 filtering 7-18

Message system 7-1, 7-2, 7-17

Messages 5-12, 5-42, 5-43, 7-3, 7-4, 7-10, 7-11, 7-12, 7-13, 7-14, 7-15, 7-16, 7-17, 7-19, 7-21, 7-22, 7-23, 7-24, 10-20 hidden list 7-21 hiding 7-19 locking 5-20 locking in faceplates 5-42 showing hidden messages 7-22 unlocking 5-21

O Online tags 6-12, 6-15 Operator binary value input 5-46 Operator controls in the overview area 5-8 Operator digital value input 5-48 Operator process control 5-6, 5-12, 5-33,

5-46, 5-48 Operator process controls

in faceplates 5-46 Overview area 3-4, 3-5, 3-6, 5-8

operator controls 5-8 Overview of operator controls in diagnostics

screens 10-8 Overview of Operator Controls in the

Button Area 5-19

P Password 4-5 Picture information 4-11, 4-12 Picture Tree Navigator 5-10, 5-11 Plant area 5-9 Plant-specific process control manual 11-1

creating 11-1 Plant-Specific process control manual 11-1

creating 11-1 Process alarm 5-13 Process control 4-3, 4-4, 4-5, 4-6, 4-7, 4-8,

4-9, 4-10, 4-14 logging on 4-3 logging on with a biometric system 4-6 logging on with a chip card 4-6 logging on with password 4-5

Process control alarm 5-13 Process information 5-34 Process pictures 5-2, 5-3, 5-22, 5-25, 5-27 Process tag 5-22, 5-23, 5-24 Process values

messages and reports 9-7 displaying 9-7

Process values and messages 9-9

Index

Process Control PCS 7 V7.0 - PCS 7 OS Process Control A5E00808634-01 Index-3

R Range of functions 5-1, 6-1, 7-1, 8-1 Report jobs 4-25, 4-26 Report system 8-1 Route Control Center 4-23

S Screen composition 5-29, 5-30, 5-31, 5-32 Screen printout 4-13 SFC 4-22 SFC visualization 4-22 Showing hidden messages 7-22 Signaling device 4-15 Sorting messages 7-23 System behavior for messages 7-7 System configuration 4-19, 4-20 System operator input 4-1, 4-5, 4-7, 4-9,

4-10, 4-11, 4-15, 4-16, 4-19, 4-21, 4-22, 4-23, 4-25, 5-9, 5-10, 5-15, 5-17, 5-18, 5-22, 5-29, 5-30, 5-31, 5-32, 6-1, 6-3, 6-5, 6-7, 6-9, 6-12

System Operator Input 6-15 System operator input control 5-25, 5-27 System operator inputs 4-1, 4-2

Overview 4-1, 4-2

T Tooltip 4-11 Trend graph 9-5

displaying 9-5 Trend group 6-3, 6-5, 6-7, 6-8, 6-12, 6-15,

6-16 archive and online tags 6-7, 6-15

Trend system 6-1, 6-3, 6-5, 6-7, 6-9, 6-12, 6-15

U Unlocking messages 5-43 User Administrator 4-16, 4-17, 4-18 User hierarchies in PCS 7 4-16 User interface 3-1, 3-2 Users 4-7, 4-9

V Views 10-27, 10-28

W Window types 3-18 Work area 3-8

Index

Process Control PCS 7 V7.0 - PCS 7 OS Process Control Index-4 A5E00808634-01

process control pcs 7 v7.0 - pcs 7 os process control · 2015. 1. 24. · process control pcs 7...

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