MindSphere - Getting Started. Preface. Safety Notes 114. Getting Started with MindSphere 624. Prepare MindConnect Nano for MindSphere 634

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1 Preface MindSphere - Getting Started Safety Notes 114 Getting Started with MindSphere 624 Prepare MindConnect Nano for MindSphere 634 Onboard MindConnect Nano to MindSphere 644 Configure Data Collection 654 Perform visual analysis on Assets 664 Appendix 674 Glossary 684 Version October /2016

2 Legal Information Warning notice system 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 only to property damage have no safety alert symbol. These 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 indicates that minor personal injury can result if proper precautions are not taken. NOTICE indicates that property damage can result if proper precautions are not taken. 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 product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems. Proper use of Siemens products Note the following: WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed. Trademarks All names identified by are registered trademarks of 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. Siemens AG Division Digital Factory Postfach NÜRNBERG GERMANY Copyright Siemens AG, 2016, and licensors. All rights reserved. Portions include Open Source Software. See ReadMe_OSS.txt for details.

3 Preface This manual gives you an overview of MindSphere and MindConnect Nano, enabling you to commission MindConnect Nano and start working with MindSphere. Basic knowledge requirements A solid background in personal computers is required. General knowledge in the field automation control engineering is recommended. Scope of validity of this document This manual is valid for MindConnect Nano and MindSphere. Scope of this documentation The complete documentation for MindSphere consists of the following documents: MindSphere - Getting Started MindConnect Nano - Quick Start enclosed with device MindConnect Nano Product information Important notes on your device enclosed with device MindConnect Nano MindSphere FAQs Datasheets for MindConnect Nano, MindAccess Users, MindApp Fleet Manager Convention The term device is used to refer to MindConnect Nano and the term cloud is used to refer to MindSphere in this documentation. The terms for MindSphere can be found in Glossary in the Appendix of this documentation. Screenshots and graphics which are used in this document shall be seen as examples. They are not able to show all combinations of possible inputs, but have an informational character and serve for a better understanding. The configuration parameters shall be extracted out of the text or tables and depend respectively on the needs and constellation of the individual system. Online support Country-specific telephone numbers for technical support are provided on the Internet under Contact: Find your contact person or open a Support Request History The following editions of these operating instructions have been published: Edition Comment 10/2016 First edition MindSphere Getting Started, 10/2016 3

4 Table of Contents Table of Contents Legal Information... 2 Preface... 3 Table of Contents Safety Notes General safety instructions Notes on usage Getting Started with MindSphere Aim of Getting Started Functional overview of MindSphere Structure of MindSphere Service Provision Working with MindSphere Prepare MindConnect Nano for MindSphere Overview Check package upon delivery Connect the device Connect the power supply Connect device to networks Commission the device General information on commissioning Switch on the device Result Onboard MindConnect Nano to MindSphere Overview Log into MindSphere Configure Asset data Configure MindConnect Nano Network configuration Transfer configuration to USB stick Connect Port X2P Result Configure Data Collection Overview MindSphere Getting Started, 10/2016

5 Table of Contents 5.2 Log into MindSphere Configure Aspects Configure S7 Protocol Configure OPC UA Protocol Result Perform visual analysis on Assets Overview Monitor Assets in the MindApp Fleet Manager Find an Asset View Aspects and Requests Configure Requests Create a Rule for automatically generated Requests Create a manual Request Result Appendix Technical Specifications of MindConnect Nano ESD guideline Structure of MindConnect Nano interfaces Mounting MindConnect Nano Permitted mounting positions and surrounding temperature Connecting the protective earth Mounting types Installing the cable strain relief Installing Ethernet connector strain relief Maintaining MindConnect Nano Replacing the backup battery Firmware update of MindConnect Nano Handling of Asset Overview of OPC UA data types Overview of S7 data types List of measuring units Asset handling in Asset Configuration Save and share a configured view in the Fleet Manager MindSphere Units for Data Modeling MindSphere Getting Started, 10/2016 5

6 Table of Contents 7.5 Offboard MindConnect Nano User Account management User rights Create and modify a user and a customer user Reset login password Troubleshooting List of abbreviations Glossary Account Overview Aspect Asset Asset ID Asset Type Data Point Data Source Event Last Connection MindApp MindApp Fleet Manager MindConnect Nano MindConnect Nano ID MindSphere Customer Management MindSphere Launchpad MindSphere MindSphere Asset Configuration MindSphere Units MindSphere User Management Offboarding Process Onboarded/Offboarded Mode Onboarding Process Online/Offline Mode Operation Center Request Rule MindSphere Getting Started, 10/2016

7 Table of Contents Time Series MindSphere Getting Started, 10/2016 7

8 Table of Contents 8 MindSphere Getting Started, 10/2016

9 Safety Notes 1 Safety Notes 1.1 General safety instructions WARNING Life-threatening voltages are present with an open control cabinet When you install the device in a control cabinet, some areas or components in the open control cabinet may be carrying life-threatening voltages. If you touch these areas or components, you may be killed by electric shock. Switch off the power supply to the cabinet before opening it. System expansions NOTICE Damage through system expansions Device and system expansions may be faulty and can affect the entire machine or plant. The installation of expansions can damage the device, machine or plant. Device and system expansions may violate safety rules and regulations regarding radio interference suppression. If you install or exchange system expansions and damage your device, the warranty becomes void. Note the following for system expansions: Only install system expansion devices designed for this device. Contact your technical support team or the team where you have purchased your PC to find out which system expansion devices may safely be installed. Observe the information on electromagnetic compatibility (EMC). Refer to the chapter Appendix Technical Specifications. NOTICE "Open Type" UL508 Note that the device is classified as "Open Type" for use in the area of Industrial Control Equipment (UL508). Installation of the device in an enclosure complying with UL508 is a prerequisite for approval or operation in accordance with UL508. MindSphere Getting Started, 10/2016 9

10 Safety Notes Battery and rechargeable battery WARNING Risk of explosion and release of harmful substances Improper handling of lithium batteries can result in an explosion of the batteries. Explosion of the batteries and the released pollutants can cause severe physical injury. Worn batteries jeopardize the function of the device. Note the following when handling lithium batteries: Replace used batteries in good time; see the section "Replacing the backup battery" in the operating instructions. Replace the lithium battery only with an identical battery or types recommended by the manufacturer. Do not throw lithium batteries into fire, do not solder on the cell body, do not recharge, do not open, do not short-circuit, do not reverse polarity, do not heat above 100 C and protect from direct sunlight, moisture and condensation. Strong high-frequency radiation NOTICE Observe immunity to RF radiation The device has an increased immunity to RF radiation according to the specifications on electromagnetic compatibility in the technical specifications. Radiation exposure in excess of the specified immunity limits can impair device functionality resulting in malfunctions and therefore injuries or damages. Read the information on immunity to RF radiation in the technical specifications. ESD Guideline Electrostatic sensitive devices can be labeled with an appropriate symbol NOTICE Electrostatic sensitive devices (ESD) When you touch electrostatic sensitive components, you can destroy them through voltages that are far below the human perception threshold. If you work with components that can be destroyed by electrostatic discharge, observe the ESD Guideline. Refer to the chapter ESD guideline. 10 MindSphere Getting Started, 10/2016

11 Safety Notes Disclaimer for third-party software updates This product includes third-party software. Siemens AG only provides a warranty for updates/patches of the third-party software, if these have been distributed as part of a Siemens software update service contract or officially released by Siemens AG. Otherwise, updates/patches are undertaken at your own risk. You can find more information about our Software Update Service offer on the Internet at Software Update Service ( Open Source Software Siemens will identify the open source software components contained in MindConnect Nano, including the applicable license text and will include such license text(s) in or provide them together with MindConnect Nano. Should the license(s) applicable to any part of the open source software require the distribution of the open source software s source code and build scripts together with MindConnect Nano (or, alternately, an offer to make the source code and build scripts available upon request), then Siemens will provide such source code or such offer to customer together with MindConnect Nano. No license fee is charged to customer for the use of such open source software. Customer acknowledges and agrees that Siemens provides no warranties, express or implied, and no indemnification for the open source software itself. Customer hereby accepts that the open source software is subject to the specific license terms included in or provided together with MindConnect Nano. To the extent there is a conflict between these terms and the open source specific license terms, such terms shall prevail with regard to the open source software. Industrial Security Siemens provides products and solutions with industrial security functions that support the secure operation of plants, systems, machines and networks. In order to protect plants, systems, machines and networks against cyber threats, it is necessary to implement and continuously maintain a holistic, state-of-the-art industrial security concept. Siemens products and solutions only form one element of such a concept. Customer is responsible to prevent unauthorized access to its plants, systems, machines and networks. Systems, machines and components should only be connected to the enterprise network or the internet if and to the extent necessary and with appropriate security measures (e.g. use of firewalls and network segmentation) in place. Additionally, Siemens guidance on appropriate security measures should be taken into account. For more information about industrial security, please visit Siemens products and solutions undergo continuous development to make them more secure. Siemens strongly recommends to apply product updates as soon as available and to always use the latest product versions. Use of product versions that are no longer supported, and failure to apply latest updates may increase customer s exposure to cyber threats. To stay informed about product updates, subscribe to the Siemens Industrial Security RSS Feed under MindSphere Getting Started, 10/

12 Safety Notes 1.2 Notes on usage NOTICE Possible functional restrictions in case of non-validated plant operation The device is tested and certified on the basis of the technical standards. In rare cases, functional restrictions can occur during plant operation. Validate the correct functioning of the plant to avoid functional restrictions. Note Use in an industrial environment without additional protective measures This device was designed for use in a normal industrial environment according to IEC MindSphere Getting Started, 10/2016

13 Getting Started with MindSphere 2 Getting Started with MindSphere 2.1 Aim of Getting Started This Getting Started provides you with information to get acquainted with commissioning the device MindConnect Nano and working with MindSphere. This manual does not contain a comprehensive list of all possible functions, but includes all necessary information to start working with MindSphere. By using the examples given in this manual, you will be able to develop or change your service. You will know how to access and configure data of your Assets as well as create and answer Requests. You will work through typical steps involved in configuring the device (MindConnect Nano) and your Asset data. You will become familiar with the tools that MindSphere provides for configuration and visualization of Assets and Requests, in addition to managing customers and users. 2.2 Functional overview of MindSphere This part of Getting Started outlines a functional overview of MindSphere. Please refer to the glossary section of the Appendix for a list of vocabulary used in this documentation. MindSphere offers the means to monitor Asset status as well as support maintenance and services. This requires sensor data, the tools to collect and transfer data as well as intelligent software that offers the monitoring and support functions. Mind Connect Nano provides the hardware for collecting data from Asset and transferring it to MindSphere, which includes hosting the Web User Interfaces. MindSphere records Events and environment information, including the timestamps. Figure 2-1 MindSphere overview MindSphere Getting Started, 10/

14 Getting Started with MindSphere With MindSphere and MindConnect Nano you can: Create and manage users and customers. Create, manage and change Assets in MindSphere Asset Configuration Onboard MindConnect Nano to MindSphere in order to collect data from your Assets and transfer it to MindSphere. Collect data of data sources via (S7, OPC UA) via MindConnect Nano. Visualize the uploaded data (time series). Display Data Points and open Requests of an Asset. Manage the connected Assets and automate Rules. See available application (MindApps Fleet Manager) and all MindSphere Units per App for current configuration for Asset Subscribe or unsubscribe MindAccess 2.3 Structure of MindSphere Service Provision This chapter describes the overall structure of service provision of MindSphere. MindSphere consists of the following elements: Figure 2-2 MindSphere elements MindConnect Nano MindConnect Nano is a device that establishes the connection to MindSphere in order to collect data from an Asset and transfer it to MindSphere. After the initial onboarding to MindSphere, MindConnect Nano receives the required configuration (e.g. network configuration, configuration of physical Asset) from MindSphere. 14 MindSphere Getting Started, 10/2016

15 Getting Started with MindSphere MindConnect Nano can be connected via Ethernet to SIMATIC S7-300/400 PLCs and OPC UA server. It supports onboarding of an Asset to MindSphere on a one to one basis. MindSphere Launchpad MindSphere Launchpad is the entry point to the user interfaces (MindApps) for configuration and data visualization. MindSphere Apps can be opened from an up to date browser with HTML5 capabilities. In MindSphere you can create, configure, onboard and visualize a "Digital Twin" of an Asset via graphical interfaces. MindSphere Launchpad is comprised of the following elements: MindSphere Asset Configuration The Asset Configuration offers the means to do configurations on an Asset and MindConnect Nano: Definition of the data structure and properties of an Asset. Connection setup. Definition of the required information of MindConnect Nano to connect it to MindSphere. Asset metadata management - e.g. Asset Location. MindApp Fleet Manager Fleet Manager is used for getting an overview of existing Assets and their basic information as well as visualization of Asset data. In the Fleet Manager you can monitor the status of all Assets and detail data analyzation (variables with Aspects, view in different graphs etc.). It is also possible to save as bookmark or share configured view. Fleet Manager displays the configured Assets in a list or area. Furthermore, Aspects and Requests of the selected Asset can be shown. A search for specific Assets and Requests can be performed by setting filters, sorting or free text searching. In three different charts (line, pie and bar charts) the values of variables assigned to Aspects can be displayed in different time frames (time picker). Fleet Manager enables definition of Rules for automatic generating of Requests and creation of manual requests. MindSphere User and Customer Management User Management User Management is the administration of MindSphere user accounts. There are two roles of users with different rights for managing and displaying: Admin and User. Customer Management At the Customer Management, the Admin can create accounts for their customers. Assets can be assigned to a customer in Asset Configuration in order to let users of this customer see the assigned Assets. Login for customer users can also be administrated by the Admin in customer configuration. MindSphere Getting Started, 10/

16 Getting Started with MindSphere Account Overview In Account Overview you find a table with all available applications (e.g. MindApp Fleet Manager) and all MindSphere Units per App for configured Assets. For more information on MindSphere Units refer to chapter MindSphere Units. 2.4 Working with MindSphere This part of Getting Started provides you with a brief summary of instructions described in detail in this manual. Requirements Internet Connection and browser for online User Interface. Browser supporting HTML5 (recommended are Firefox 43.0, Google Chrome 47.0, Safari ipad) Internet Connection for MindConnect Nano device. Provide standard HTTPS capabilities for MindConnect Nano - outbound HTTPs connections on port 443 Link to the online Launchpad with user and password data as it was submitted by Siemens Device (PC, tablet etc.) with minimum screen resolution of 1024x768 Configuring steps Prepare MindConnect Nano for MindSphere Mount MindConnect Nano on your physical Asset. Configure your corporate network to allow outbound traffic for MindConnect Nano. Commission your Asset hardware. Onboard MindConnect Nano to MindSphere Log into your MindSphere account. Configure your Asset and MindConnect Nano, which is mounted to your physical Asset. Configure Network Settings of MindConnect Nano and Proxy as needed to establish internet connection to MindSphere. Establish the initial connection (onboarding) by transferring the configuration manually by USB stick. Configure data collection Log into MindSphere with your account. Configure the Data Points you want to acquire. MindConnect Nano receives the configuration from MindSphere via an existing internet connection. MindConnect Nano starts the data acquisition. The time series can be displayed in the Visual Analyzer. If required, you can change Asset configuration, duplicate or delete Asset. Perform visual analysis on Assets Monitor Assets in different views Monitor Aspects and thresholds of selected Data Points in different charts 16 MindSphere Getting Started, 10/2016

17 Getting Started with MindSphere Create manual Requests or Rules for automatically generated Requests to monitor values of Data Points. MindSphere Getting Started, 10/

18 Getting Started with MindSphere 18 MindSphere Getting Started, 10/2016

19 Prepare MindConnect Nano for MindSphere 3 Prepare MindConnect Nano for MindSphere 3.1 Overview This chapter provides a general overview on connecting and commissioning of MindConnect Nano in order to prepare it for MindSphere. For further details refer to the Appendix of this documentation (chapters Technical Specifications of MindConnect Nano, Mounting MindConnect Nano ). MindConnect Nano is a compact and embedded industrial PC. It is able to connect to MindSphere, collect data from the field and transfer it encrypted to MindSphere. To connect MindConnect Nano to MindSphere (onboarding), MindConnect Nano must be prepared: mounted, connected to MindSphere network and commissioned. Figure 3-1 MindConnect Nano 3.2 Check package upon delivery 1. When accepting a delivery, please check the package for visible transport damage. 2. If any transport damage is present at the time of delivery, lodge a complaint at the shipping company in charge. Have the shipper confirm the transport damage immediately. 3. Unpack the device at its installation location. 4. Keep the original packaging in case you have to transport the unit again. Note Damage to the device during transport and storage If a device is transported or stored without packaging, shocks, vibrations, pressure and moisture may impact the unprotected unit. Damaged packaging indicates that ambient conditions may have already had a massive impact on the device. The device may be damaged. Do not dispose of the original packaging. Pack the device during transportation and storage. MindSphere Getting Started, 10/

20 Prepare MindConnect Nano for MindSphere 5. Check the contents of the packaging and any accessories you may have ordered for completeness and damage. 6. If the contents of the package are incomplete, damaged or do not match your order, inform the responsible delivery service immediately. WARNING Electric shock and fire hazard due to damaged device A damaged device can be under hazardous voltage and trigger a fire in the machine or plant. A damaged device has unpredictable properties and states. Death or serious injury could occur. Make sure that the damaged device is not inadvertently installed and put into operation. Label the damaged device and keep it locked away. Return the device for immediate repair. NOTICE Damage from condensation If the device is subjected to low temperatures or extreme fluctuations in temperature during transportation, for example in cold weather, moisture could build up on or inside the HMI device. Moisture causes a short circuit in electrical circuits and damages the device. In order to prevent damage to the device, proceed as follows: Store the device in a dry place. Bring the device to room temperature before starting it up. Do not expose the device to direct heat radiation from a heating device. If condensation develops, wait approximately 12 hours or until the device is completely dry before switching it on. 7. Please keep the enclosed documentation in a safe place. It belongs to the device. You will need the documentation when you commission the device for the first time. 8. Write down the identification data of the device. 20 MindSphere Getting Started, 10/2016

21 Prepare MindConnect Nano for MindSphere 3.3 Connect the device This chapter shows you how to connect MindConnect Nano to the power supply and to the internet (MindSphere) Connect the power supply Requirements Note The protective conductor is connected. Refer to the chapter Connecting the protective earth. A two-core cable with a cable cross-section of 0.75 mm² to 2.5 mm² for the 24 VDC connection. A slotted screwdriver with a 3mm blade. The device should only be connected to a 24 VDC power supply which satisfies the requirements of safety extra low voltage (SELV) according to IEC/EN/DIN EN/UL The power supply must meet the NEC Class 2 or LPS requirement in accordance with IEC/EN/DIN EN/UL The MindConnect Nano package does not include power supply. The appropriate power supply product from Siemens with the name SITOP could be used. Procedure 1. Switch off the 24 VDC power supply. 2. Connect the cores of the power supply. 3. Insert the terminal at the indicated position. Figure 3-2 Power supply MindSphere Getting Started, 10/

22 Prepare MindConnect Nano for MindSphere Connect device to networks The following options are available for integrating the device in existing or planned system environments and networks. Figure 3-3 Interfaces of MindConnect Nano Nr. Enclosure Label Description Usage 1 PN/IE LAN X1 P1 RJ45 Ethernet connection 1 for 10/100/1000 Mbps To start Onboarding process Access to the internet (to MindSphere) 2 X63 USB 2.0 port, high current. Required during onboarding process. Configuration File on USB stick 3 PN/IE LAN X2 P1 RJ45 Ethernet connection 1 for 10/100/1000 Mbps To complete Onboarding process Access to the plant network (e.g. S7,OPC UA) Before you start with, Onboarding insert Ethernet cable into the port labeled with X1P1 to connect to MindSphere. Figure 3-4 Connecting the port X1P1 for internet (MindSphere) 22 MindSphere Getting Started, 10/2016

23 Prepare MindConnect Nano for MindSphere Note During the onboarding process, only one USB stick is supported. Do not plug in more than one USB stick. The recommended USB port is the USB port with label X63. It is recommended to connect your field Asset via the port X2P1 (plant network) after the onboarding process. 3.4 Commission the device This chapter shows you how to commission MindConnect Nano General information on commissioning CAUTION Danger of burns The surface of the device can reach temperatures of over 70 C. Any unprotected contact may cause burns. Avoid direct contact during operation of the device. Touch the device only with appropriate protective gloves Switch on the device Requirements The device connected to the power supply. The network cables plugged in correctly. Procedure 1. Set the on/off switch to position "I" (ON). The "PC ON/WD" LED lights up. 3.5 Result Figure 3-5 Set the switch to ON You can onboard MindConnect Nano to MindSphere after connecting the interfaces of MindConnect Nano and switching it on. MindSphere Getting Started, 10/

24 Prepare MindConnect Nano for MindSphere 24 MindSphere Getting Started, 10/2016

25 Onboard MindConnect Nano to MindSphere 4 Onboard MindConnect Nano to MindSphere 4.1 Overview This chapter describes the initial configuration of an Asset and MindConnect Nano in order to onboard MindConnect Nano to MindSphere. To establish the initial connection between MindConnect Nano and MindSphere (onboarding), you have to configure essential Asset and MindConnect Nano data. For onboarding full configuration is not required, although you can accomplish all steps in the Asset Configuration. To configure an Asset for data collection, refer to chapter Configure Data Collection. The respective data to be configured for onboarding is described in the following procedure. Requirements MindConnect Nano connected to the internet and powered on. The connection cable for the internet is correctly plugged into the Ethernet port for the internet (MindSphere). You have received the link to the MindSphere UI with credentials (user and password data). A customer account is created (refer to chapter Customer Management") Procedure In order to onboard MindConnect Nano, proceed as follows: 1. Log into MindSphere. 2. Configure Asset data. 3. Configure MindConnect Nano. Note If nothing else is configured manually, MindConnect Nano will try to obtain IP addresses for both adapters via DHCP. Please refer to the chapter Configure MindConnect Nano of this document. 4. Export the initial configuration to your local USB stick. 5. Insert the USB stick into the port of MindConnect Nano. 6. Connect Ethernet cable for data acquisition into the port X2P1 (Access for plant network). Result The initial connection between MindConnect Nano and MindSphere is established by transferring the configuration manually via USB stick. Any subsequent Asset configuration will automatically be synchronized (except network configuration) with the onboarded MindConnect Nano. The connection to the Asset is permanent and can only be cancelled by offboarding. For this purpose, refer to chapter Offboard MindConnect Nano. MindSphere Getting Started, 10/

26 Onboard MindConnect Nano to MindSphere 4.2 Log into MindSphere Log into MindSphere by clicking on the link, received per from Siemens. The MindSphere landing page for login will appear. Log into MindSphere with personal login data and agree to the terms of use upon reading them. You will be redirected to MindSphere Launchpad. Figure 4-1 MindSphere Launchpad Note MindSphere supports only English and German languages. Therefore it is recommended to set the browser default to English, if you use a different language. 4.3 Configure Asset data This chapter outlines how to configure the data for your Asset. To establish the initial connection of MindConnect Nano to MindSphere, you can create a new Asset or copy an already created Asset (refer to chapter Duplicate an Asset ). In order to create and configure a new Asset, proceed as follows: 26 MindSphere Getting Started, 10/2016

27 Onboard MindConnect Nano to MindSphere Go to MindSphere Launchpad (see image 4-1), open Asset Configuration. The overview page with Asset list and specific information (Asset name and ID, customer name, onboarded and online statuses as well as progress of Assets configuration) will be displayed, when Assets have already been configured. In case that there are no Assets, the Asset list will be empty and you create a very first Asset. Click Add New Asset. Figure 4-2 Creating a new Asset The dialog window with four steps appears. In the first step Asset Information, enter Asset name, Asset type, Asset ID and description, which can be freely specified. You can also upload an Asset image. Figure 4-3 Specifying Asset Information MindSphere Getting Started, 10/

28 Onboard MindConnect Nano to MindSphere Procced to the second step Location or click Next. This step is not mandatory for onboarding and can be configured later. Though information from Location will be shown with an Asset in the list view of the MindApp Fleet Manager. Select Customer name, specify Asset location: Country, City, Street etc. A customer area map can be attached to an Asset, so that the asset location can be visualized in the Fleet Manager. To create an area, click Add: Figure 4-4 Adding an area Enter freely chosen area name, e.g. Hall2. Then click Update and upload a picture from your computer. Figure 4-5 Uploading an area picture Click Save to confirm the configuration. 28 MindSphere Getting Started, 10/2016

29 Onboard MindConnect Nano to MindSphere Figure 4-6 Specifying Asset Location In the image there is an area with name Hall2 and uploaded area map Plan.jpg. The image has to be in any raster format e.g. *.jpg, *.jpeg, *.gif, *.bmp, *.png and can have a maximum size of 10 MB. It is recommended the image width to be approximately 500 px. After saving, you have the option to add an additional area, edit or delete an existing area. Important hint When opening an Asset with existing area map. In this case some buttons are deactivated, that it's not possible to add an area or to upload a picture. In this case follow the next steps: Deselect the customer Select the customer again. The buttons are accessible again. Please note that for any action (create area, upload picture, etc.) the configuration must be saved to get the changes active. MindSphere Getting Started, 10/

30 Onboard MindConnect Nano to MindSphere After you have configured Location, go to the next step by clicking MindConnect Management or Next to configure MindConnect Nano. 4.4 Configure MindConnect Nano This chapter informs you how to configure MindConnect Nano information and network connection. MindConnect Nano is configured in MindConnect Management. By clicking on MindConnect Management overview a dialog window with four steps appears, where you can start configuration by selecting Start configuration or the first step Information. Enter the MindConnect Nano Unique ID, which can be obtained from the rating plate located on the back panel of your MindConnect Nano. Figure 4-7 Configuring MindConnect Nano Information with example ID The next step to be configured is network configuration of MindConnect Nano Network configuration Network configuration of MindConnect Nano requires information on the Ethernet interfaces for data acquisition (Ethernet labeled with X2P1) and MindSphere (Ethernet labeled with X1P1). If your company uses a proxy server, it must also be configured to connect MindConnect Nano to MindSphere. Contact your IT administrator for details on your local network settings. Proceed to the next step either by clicking Next in the MindConnect Management window or click the Ethernet Interface for Data Acquisition or Next to configure network configuration for access to Data Sources (S7 PLC 300/400 or OPC UA server).there are two options to configure the plant network. You can enter either static IP address or use DHCP. The last option is possible, if there is a DHCP server available in your company network. 30 MindSphere Getting Started, 10/2016

31 Onboard MindConnect Nano to MindSphere For static IP address, enter the respective information. Figure 4-8 Configuring Ethernet for plant network: static IP address For DHCP, select the DHCP check box. Figure 4-9 Configuring Ethernet for plant network: DHCP MindSphere Getting Started, 10/

32 Onboard MindConnect Nano to MindSphere To configure interfaces for the internet access, go to Ethernet Interface for MindSphere Connection or click Next. There are also two options to connect to MindSphere. You can enter either a static IP address or use DHCP. The last option is possible, if there is a DHCP server available in your company network. For static IP address, enter the respective information (DNS server is optional). Figure 4-10 Configuring Ethernet for MindSphere: static IP address For DHCP, select the DHCP check box. Figure 4-11 Configuring Ethernet Interface for MindSphere: DHCP 32 MindSphere Getting Started, 10/2016

33 Onboard MindConnect Nano to MindSphere If required, you can configure a proxy server as well. Consult your company IT department if you need to configure a proxy. To configure a proxy, go to Proxy: Select the Proxy exists check box. Enter IP address, port of proxy server. You can specify also user name and password, but it is not mandatory. Figure 4-12 Configuring Proxy Supported types of Proxy authentication are: Basic (User name + password) Digest (User name + password) Anonymous (No User name + password, leave it empty) Proxy supports https/https, no SOCKS. MindSphere Getting Started, 10/

34 Onboard MindConnect Nano to MindSphere To complete the configuration, click Save. Then go to Overview, click Save and export to USB to transfer this configuration to USB device. Figure 4-13 Saving and exporting configuration to USB device 4.5 Transfer configuration to USB stick In order to transfer the configuration to the USB stick, proceed as follows: Download the configuration file for the Asset and copy or move it to the root directory of your USB stick. Note The USB stick has to be FAT or FAT32 formatted and may only contain a single partition. The configuration file in the USB stick is only valid for seven days. Switch on MindConnect Nano. MindConnect Nano starts up. 34 MindSphere Getting Started, 10/2016

35 Onboard MindConnect Nano to MindSphere Make sure that Ethernet ports of MindConnect Nano are connected as described in chapter Connect device to networks. Wait, until the power LED light PC ON/WD on MindConnect Nano is GREEN. Figure 4-14 LED PC ON/WD Insert the USB stick with configured Asset data into the USB port (X63) of MindConnect Nano. MindConnect Nano recognizes the USB configuration and the LED light RUN/STOP /L1 will show ORANGE during configuration. The Onboarding status in Asset Configuration will be displayed orange for a short time. MindConnect Nano receives configuration from USB and deploys it. The LED light RUN/STOP /L1 will at first blink GREEN and then change to constant GREEN. Figure 4-15 LED RUN/STOP /L1 If the LED light RUN/STOP /L1 remains ORANGE, refer to chapters LED lights and Troubleshooting. Remove USB device from MindConnect Nano. Check status on MindConnect Nano and Asset Configuration: Make sure that LED lights PC ON/WD, RUN/STOP /L1 show a constant GREEN. MindConnect Nano is now successfully onboarded to MindSphere. MindSphere Getting Started, 10/

36 Onboard MindConnect Nano to MindSphere Figure 4-16 LEDs "PC ON/WD" and "RUN/STOP/L1" Make sure that the UI shows the status Onboarded and the status Online (internet connection between MindConnect Nano and MindSphere). Refresh of the Asset Configuration is required. Figure 4-17 Onboarded and Online status Note If you make changes on the network configuration of already onboarded MindConnect Nano, these changes must be transferred to MindConnect Nano via USB stick. 4.6 Connect Port X2P1 After configuring your Asset, MindConnect Nano and transfering configuration via USB drive to MindConnect Nano, you can now insert the Ethernet cable for your plant network into the port labeled with X2P1. 36 MindSphere Getting Started, 10/2016

37 Onboard MindConnect Nano to MindSphere Insert the plant network cable into the port X2P1 Figure 4-18 Connecting Ethernet Port X2P1 for data acquisition 4.7 Result The initial connection between MindConnect Nano and MindSphere is established. Once MindConnect Nano is onboarded, the connection to your Asset is permanent and your Asset for data collection can be configured. This requires configuration of machine data to be monitored. Any additional configuration (except network configuration) of the connected Asset will automatically be synchronized with your onboarded MindConnect Nano. MindSphere Getting Started, 10/

38 Onboard MindConnect Nano to MindSphere 38 MindSphere Getting Started, 10/2016

39 Configure Data Collection 5 Configure Data Collection 5.1 Overview This part of Getting Started shows how to enable data collection by configuring the data from the field in the Asset Configuration after an Asset has been onboarded. This therefore necessitates full configuration of machine data (Data Points). Requirements Procedure A PC with internet access. MindConnect Nano is onboarded Valid credentials (user and password data) for MindSphere. To configure data to be collected from your Asset, proceed as follows: 1. Log into your MindSphere account. 2. Configure Asset Aspects 3. Configure the Data Points collected by MindConnect Nano from the Asset. Result MindConnect Nano receives the configuration from MindSphere via an existing internet connection. MindConnect Nano starts the data acquisition. The time series will be displayed in the MindApp Fleet Manager. Note When two different users edit the same Asset concurrently, the changes on the Asset made by the last user will be saved. There is no notification among the different users about the changes the other user has made. Note The number of Assets created in the Asset Configuration is limited. You can create up to Assets. If the number of assets reaches , the button Add new Asset will be disabled. To create new Assets some old Assets need to be deleted. MindSphere Getting Started, 10/

40 Configure Data Collection 5.2 Log into MindSphere Refer to the steps in chapter Log into MindSphere to log into MindSphere. 5.3 Configure Aspects This chapter provides information on configuring Aspects for Data Sources (S7 and OPC UA). Data Points are attached to a respective Aspect. The number of Data Points is limited. A maximum of 110 Data Points per MindConnect Nano can be defined. The following diagram provides the information on the relationship between Aspects, Data Sources (OPC UA and S7) with reference data from the physical Asset and their configuration in MindSphere. Figure 5-1 Asset Configuration The diagram shows the Data Points Pressure_1, Pressure_2 as well as Power_1, Power_2 which belong to their corresponding Aspects (PressureStatus or EnergyConsumption) and have their references to Data Sources (OPC UA and S7). To configure Aspects, proceed as follows: Go to MindSphere Launchpad, click Asset Configuration. Select your onboarded Asset. You can search for your Asset by Asset name, ID or customer s name in the search box. Click icon to edit your Asset. 40 MindSphere Getting Started, 10/2016

41 Configure Data Collection Figure 5-2 Editing an Asset The dialog window of Asset Configuration appears. Go to the step Aspects. The dialog window with Aspect configuration will be opened showing MindSphere Units: 1, which is the default value for an unconfigured Asset. An Asset has been created and onboarded, but Aspects have not yet been configured for this Asset. For more information, refer to chapter MindSphere Units for Data Modeling. Figure 5-3 MindSphere Units in Aspects Click Add Aspect. Specify Aspect Name e.g. PressureStatus. Select Data Source Protocol: you can select between S7 or OPC UA protocols for each Aspect. MindSphere Getting Started, 10/

42 Configure Data Collection Configure S7 Protocol To configure S7 Protocol, select S7 as Data Source protocol. Go to Configuration and enter IP Address of S7. Figure 5-4 Configuring S7 Address Configuring the reading cycle affects the speed data collection of your Asset. By default, the data will be collected at a cycle speed of 5 seconds. Speed of the reading cycle affects amount of MindSphere Units as well (refer to chapter MindSphere Units for Data Modeling ) Configure S7 Data Points To configure Data Points, proceed as follows: 42 MindSphere Getting Started, 10/2016

43 Configure Data Collection Go to Data Points and click Add Data Point. Enter specified name, address and data type of Data Points to be monitored in the MindApp Fleet Manager. Select a respective physical unit in the UNIT list or leave it empty. Figure 5-5 Configuring Data Points for S7 To enter an address of Data Point in S7, see how it is configured in the S 7. Refer to the official documentation of STEP 7 Engineering and TIA Portal. Figure 5-6 Configuring S7 data in the STEP 7 Engineering UI. Note Basic knowledge of S7 300/400 engineering is required. This documentation does not provide this knowledge. Please refer to the official S7/UI TIA-Portal documentation. Refer to chapter Overview of S7 data types for detailed information on data types. You can configure further Data Points and confirm the configuration by clicking Save and confirming Accept actual settings MindSphere Getting Started, 10/

44 Configure Data Collection Configure OPC UA Protocol To configure OPC UA, click Add Aspect Specify Aspect name e.g. EnergyConsumption and select OPC UA as Data Source Protocol. Go to Configuration and enter OPC server name and address. Figure 5-7 Configuring OPC UA server OPC server name can be freely chosen. For address you need specify an IP address und port number, for example: opc.tcp:// : MindSphere Getting Started, 10/2016

45 Configure Data Collection Configure OPC UA Data Points To configure OPC UA Data Points, proceed as follows: Go to Data Points, click Add Data Point and specify name, address and data type of Data Points to be monitored in the MindApp Fleet Manager. You can select a respective physical unit in the UNIT list or leave it empty. Figure 5-8 Configuring OPC UA Data Points Configuring the reading cycle affects the speed data collection of your Asset. By default, the data will be collected at a cycle speed of 5 seconds. Speed of the reading cycle affects amount of MindSphere Units as well (refer to chapter MindSphere Units for Data Modeling ). MindSphere Getting Started, 10/

46 Configure Data Collection ADDRESS Configuration of Data Points in OPC UA in detail There are two options to address an OPC UA Data Point. 1. Direct addressing NodeId:ns=7;s=PLC1.MachineData.Power_1 Figure 5-9 Direct addressing 2. Object path addressing /opcua//objects/1:sym:/7:plc1/7:machinedata/7:power_2 serverurl:opc.tcp:// :55101 Figure 5-10 Object path addressing 46 MindSphere Getting Started, 10/2016

47 Configure Data Collection After you have configured your Data Sources via OPC UA or S7 protocol, confirm your configuration with Save. Each time, when saving an Asset, where the Aspect configuration was changed, a dialog box appears informing you of the newly calculated MindSphere Units. Due to the changed Aspects, amount of MindSphere Units changes as well. Confirm Accept actual settings and save the Asset: Figure 5-11 Confirming actual settings 5.4 Result MindConnect Nano receives the configuration from MindSphere via an existing internet connection. MindConnect Nano starts the data acquisition. You can go to the Fleet Manager, to see time series of a configured Asset. MindSphere Getting Started, 10/

48 Perform visual analysis on Assets 6 Perform visual analysis on Assets 6.1 Overview This chapter describes how to receive the status of your fleet and investigate in detail the data of your Assets. Requirements MindConnect Nano is connected to the internet and onboarded Aspects and Data Points are configured Procedure To see the visualized data and perform further processing on an Asset, you can proceed as follows: 1. Monitor Assets in list view and searching them by sorting and filtering as well as configuring their Aspects in different charts. 2. Creating Rules und Requests for threshold monitoring of variables. Result You will get automatic Requests for your Assets. You can drill down to analyze status, send manual Requests or adapt Rules for automatic Requests. 6.2 Monitor Assets in the MindApp Fleet Manager This chapter describes how to monitor data of a selected Asset in the Fleet Manager. The configured Assets in the Asset Configuration are already displayed in the list on the left side of the Fleet Manager window Find an Asset The MindApp Fleet Manager offers some options for viewing and easy finding/sorting/filtering of Asset(s) to be monitored. To view an Asset you can select between List, Hierarchy and Area views: List: List shows Assets alphabetically sorted, which were configured in the Asset Configuration. The Assets contain the following information: Asset name, customer, customer address and number of not closed requests sorted by priority level. To see the Assets in the List: 48 MindSphere Getting Started, 10/2016

49 Perform visual analysis on Assets Go to Fleet Manager in the MindSphere Launchpad. The overview page with Asset list appears. Select a required Asset from the list. Figure 6-1 Asset list To quickly find the relevant Assets, you can restrict your Asset list by defining a filter and sorting. Filter has the following criteria: country, severity of requests and customer. With sorting you can change the order as follows: Assets alphabetically (A-Z) Assets with most Requests by priority first Assets with most Requests at all first To filter and sort click Filter&Sort Figure 6-2 Setting a filter In the example a customer 'tenantname' is selected and all Assets of this customer are displayed. The filter icon indicates that one filter is set for this view. You can use a search box as well and search for any text. Although, the search function is possible in the list that is already loaded, this means that the search function is limited to the filtered objects. Hierarchy: displays created areas per customer and Assets depending on the filter settings. If an area is selected, you can use either List view or Area view. With a selected area of a customer you can see an area map where an Asset is located. To see Assets in the Hierarchy, proceed as follows: MindSphere Getting Started, 10/

50 Perform visual analysis on Assets Click Hierarchy and select a customer e.g. tenantname, and then select an area e.g. Hall- 2 Figure 6-3 Configuring Hierarchy and List view You can change from List to Area. Click the button Area (on smaller screen resolutions e.g. on a tablet click the button with the icon ). The selected area will show the Asset(s) as grey rectangular(s) and the area map picture. The Assets can be selected by clicking on them. Figure 6-4 Configuring Hierarchy and Area view The example shows, customer 'tenantname' is selected and area 'Hall-2 'is displayed. The hierarchy icon has an exclamation mark icon meaning that a customer/area is selected. As default there is no position assigned to the Assets. 50 MindSphere Getting Started, 10/2016

51 Perform visual analysis on Assets For changing the position and size of an Asset, click the edit button. The position of an Asset can be changed by drag and drop. The size can be changed via the corners, when the Asset is selected. Figure 6-5 Editing an Asset Apply or reject the changes the buttons View Aspects and Requests After you have selected an Asset to be monitored, you can see the status of its single Aspects and Requests in detail in the right column. Aspects If an Aspect is collapsed, the Asset name and the number of not closed Requests per priority level are displayed. If an Aspect is expanded, the last not closed Request per priority level is displayed as well as the data of all data points in a graph. Go to Aspects, select and expand an Aspect e.g. EnergyConsumption : Figure 6-6 Selecting and expanding an Aspect MindSphere Getting Started, 10/

52 Perform visual analysis on Assets In the Aspect view, you can monitor time series of variables by configuring the different views of the charts and by setting time frame (Time picker: day, week, and month). There are the following types of charts: Line chart Pie chart Bar chart. Line chart: displays incoming values as data points connected with lines. These data points are the values and shown according to period set in the time frame. Pie and bar charts show the last available values of configured time frame or values from the time period, when a request was selected. You can use the mouse or two fingers gesture to zoom in and out the chart as desired. This only applies for the actual chart, the time picker is not influenced. You can sort the variables by their physical units e.g. to show only time series by A for power. With time picker you can select day, week, month, quarter and year. If you choose <days>, you can select any number of days. The whole day can be selected (from 0:00 to 24:00). Accordingly, weeks (from Monday to Sunday) as well as months (from beginning till end of the month) can be chosen. To configure a required time span, proceed as follows: Select e.g. week and any day of this week e.g. the 11th of August. It will automatically show the whole week from Monday to Sunday. Figure 6-7 Selecting time span If the actual time span is selected, the refresh cycle is every 60 seconds. 52 MindSphere Getting Started, 10/2016

53 Perform visual analysis on Assets Requests The status of an Asset can also be monitored by viewing of Requests. If an Aspect is collapsed, not closed Requests per priority level are also displayed: Figure 6-8 Viewing Requests MindSphere Getting Started, 10/

54 Perform visual analysis on Assets To view all Requests, go to Requests. A dialog window with all requests of an Asset will be opened: Figure 6-9 Viewing all Requests A request can be created for only one variable. Therefore a request will be automatically assigned to a respective Aspect To edit Request, select it and set it to InProcess or Closed. Figure 6-10 Changing status of Requests 54 MindSphere Getting Started, 10/2016

55 Perform visual analysis on Assets In this way, other users of the system can see that the Request is already being processed. When you have completed the Request, set it to Closed. It is possible to set a completed Request to InProcess again. You can perform the Request status for one or more Requests at once by selecting multiple Requests at the same time. 6.3 Configure Requests In this chapter, you get to know how to configure Requests. There are two ways to configure a Request in the Fleet Manager: 1. Create a Rule for automatically generating Requests: Rules are used to monitor a value and the system will generate a Request if the value exceeds or falls below a threshold (flank triggered). 2. Create Request manually, for example, to give information on a certain machine status or to Request maintenance. You can create several rules for each Asset and edit or delete them. You can also delete several rules at once if necessary. A rule can monitor exactly one variable Create a Rule for automatically generated Requests To create a Rule, proceed as follows: Go to Fleet Manager in the MindSphere Launchpad. Select an Asset and its Aspect to be monitored (refer to the previous chapter Monitor Assets in the MindApp Fleet Manager ). Select a variable of this Aspect and click icon Figure 6-11 Creating a Rule for automatic Request MindSphere Getting Started, 10/

56 Perform visual analysis on Assets A dialog window with a table containing existing Rules will appear. The rules are displayed in this table with the following columns: Rule name, Request priority, Event description and recommended action Click + Add new rule to create a new rule. A wizard will lead you through the configuration. Figure 6-12 Adding a new Rule Dialog window with five rule steps appears. Select variable for monitoring and click Step 2. Figure 6-13 Creating a rule - Step 1 56 MindSphere Getting Started, 10/2016

57 Perform visual analysis on Assets Select the Condition and enter a value, then click Step 3 to proceed. Figure 6-14 Creating a rule - Step 2 Set Request limitations, if required. You can select between: None, Limit requests in time or Hysteresis. Then click Step 4 to proceed. Figure 6-15 Creating a rule - Step 3 MindSphere Getting Started, 10/

58 Perform visual analysis on Assets In Prio select required priority (Urgent, Important and Information) Type text for Description and Action, and then proceed to Step 5. Figure 6-16 Creating a rule - Step 4 Change Rule name if necessary: Figure 6-17 Creating a rule - Step 5 58 MindSphere Getting Started, 10/2016

59 Perform visual analysis on Assets Click Save to activate the Rule Create a manual Request To create a manual Request, proceed as follows: Go to Fleet Manager in the MindSphere Launchpad. Select an Asset and its Aspect to be monitored (refer to the previous chapter Monitor Assets in the MindApp Fleet Manager ). Then select a variable and click icon Figure 6-18 Creating Manual Request MindSphere Getting Started, 10/

60 Perform visual analysis on Assets Configure Description, Action, Severity, Timestamp and Measuring Point for manual Request. Click Create to activate your Request. Figure 6-19 Configuring Manual Request 6.4 Result You will get automatic Requests for your Assets. You can analyze status, send manual Requests or adapt Rules for automatic Requests. 60 MindSphere Getting Started, 10/2016

61 Appendix 7 Appendix 7.1 Technical Specifications of MindConnect Nano Functions Field protocol S7 Field protocol OPC UA Configuration of data collection Data buffering Proxy support DHCP support Security Siemens S7 (for S7-3xx / S7-4xx / ET-200s PLCs) Part 8 of the OPC UA specification (Data Access) With Asset Configuration tool in MindSphere Up to 500 MB buffering space for collected data Yes Yes Connection outbound via HTTPS on port 443 to MindSphere only; no incoming connection accepted SSL/TLS encryption of data in transit to MindSphere Installation type/mounting Mounting Design DIN rail, wall mounting, portrait mounting Box PC, built-in unit Supply voltage Type of supply voltage 24 V DC Mains buffering Mains/voltage failure stored energy time 20 ms Processor Processor type Intel Celeron N2807 Drives CFast 4 GB Memory Type of memory Main memory DDR3L 2 GB Interfaces USB port 1x USB 3.0 / 3x USB 2.0 PCIe slot Serial interface 1x PCIe x1 (Disabled) 1x COM (Disabled) Video interfaces Graphics interface 1x DisplayPort (Disabled) Industrial Ethernet MindSphere Getting Started, 10/

62 Appendix Industrial Ethernet interface 2x 1000 Mbit RJ45 Monitoring functions Status LEDs Fan Yes No EMC Interference immunity against discharge of static electricity Interference immunity against discharge of static electricity ±6 kv contact discharge acc. to IEC ; ±8 kv air discharge acc. to IEC Interference immunity to cable-borne interference Interference immunity on supply cables Interference immunity on signal cables >30m Interference immunity on signal cables < 30m ±2 kv acc. to IEC , burst; ±1 kv acc. to IEC , surge symmetric; ±2 kv acc. to IEC , surge asymmetric ±2 kv acc. to IEC , surge, length > 30 m ±1 kv acc. to IEC ; burst; length < 3 m; ±2 kv acc. to IEC ; burst; length > 3 m Interference immunity against voltage surge asymmetric interference symmetric interference ±2 kv acc. to IEC , surge asymmetric ±1 kv acc. to IEC , surge symmetric Interference immunity against high-frequency electromagnetic fields Interference immunity against high frequency radiation 10 V/m for MHz and GHz, 80% AM acc. to IEC ; 3 V/m for GHz, 80% AM acc. to IEC ; 10 V for 10 khz - 80 MHz, 80% AM acc. to IEC Interference immunity to magnetic fields Interference immunity to magnetic fields at 50 Hz 100 A/m; to IEC Emission of conducted and non-conducted interference Interference emission via line/ac current cables EN , EN , CISPR 22 Class B, FCC Class A Degree and class of protection IP (at the front) IP (rear) IP40 IP40 Standards, approvals, certificates CE mark UL approval UL 508 culus RCM (formerly C-TICK) KC approval Yes Yes Yes Yes Yes Yes 62 MindSphere Getting Started, 10/2016

63 Appendix EMC CE, EN :2007, EN :2005 EN Dust protection FCC Yes Protection against foreign bodies > 1 mm Yes Marine approval Germanischer Lloyd (GL) American Bureau of Shipping (ABS) Bureau Veritas (BV) Yes Yes Yes Ambient conditions Ambient temperature during operation Ambient temperature during operation 0 C up to 60 C min. 0 C max. 60 C Ambient temperature during storage/transportation min. -20 C max. 60 C Relative humidity Relative humidity Tested according to IEC , IEC : Operation: 5% to 80% at 25 C (no condensation), Storage: 5% to 95% at 25 C (no condensation) Vibrations Vibration load in operation Tested to DIN IEC : 10 Hz to 58 Hz: mm, 58 Hz to 200 Hz: 9.8 m/s² (1 g) Shock testing Shock load during operation Tested according to IEC : 150 m/s², 11 ms Software MindConnect Software Pre-installed MindConnect Software Dimensions Width Height Depth 191 mm 100 mm 60 mm MindSphere Getting Started, 10/

64 Appendix ESD guideline What does ESD mean? An electronic module is equipped with highly integrated components. Due to their design, electronic components are highly sensitive to overvoltage and thus to the discharge of static electricity. Such electronic components or modules are labeled as electrostatic sensitive devices. The following abbreviations are commonly used for electrostatic sensitive devices: ESD Electrostatic sensitive device, ESD Electrostatic Sensitive Device as a common international designation. Electrostatic sensitive devices can be labeled with an appropriate symbol. NOTICE Damage to ESD from touch Electrostatic sensitive devices, ESD, can be destroyed by voltages which are far below the human perception limit. If you touch a component or electrical connections of a module without discharging any electrostatic energy, these voltages may arise. The damage to a module by an overvoltage can often not be immediately detected and only becomes evident after an extended period of operation. The consequences are incalculable and range from unforeseeable malfunctions to a total failure of the machine or system. Avoid touching components directly. Make sure that persons, the workstation and the packaging are properly grounded. Charge Every person without a conductive connection to the electrical potential of his/her surroundings can be electrostatically charged. The material with which this person comes into contact is of particular significance. The figure shows the maximum electrostatic voltages with which a person is charged, depending on humidity and material. These values conform to the specifications of IEC MindSphere Getting Started, 10/2016

65 Appendix NOTICE Grounding measures There is no equipotential bonding without grounding. An electrostatic charge is not discharged and may damage the ESD. Protect yourself against discharge of static electricity. When working with electrostatic sensitive devices, make sure that the person and the workplace are properly grounded. Protective measures against discharge of static electricity Disconnect the power supply before you install or remove modules which are sensitive to ESD. Pay attention to good grounding: - When handling electrostatic sensitive devices, make sure that persons, the workstation and devices, tools and packaging used are properly grounded. This way you avoid static discharge. Avoid direct contact: - As a general Rule, do not touch electrostatic sensitive devices, except in the case of unavoidable maintenance work. - Hold the modules at their edge so that you do not touch the connector pins or conductor paths. This way, the discharge energy does not reach and damage the sensitive components. - Discharge your body electrostatically before you take a measurement at a module. Do so by touching grounded metallic parts. Always use grounded measuring instruments. MindSphere Getting Started, 10/

66 Appendix Structure of MindConnect Nano interfaces MindConnect Nano is composed of all-metal enclosure, resistant to vibrations and shocks, also with electromagnetic compatibility and the following designed interfaces Designed interfaces Figure 7-1 Interfaces of MindConnect Nano 1. Protective conductor connection 2. Connection for a DC 24V 1,8 A power supply- M /L+ NEC CLASS 2 3. USB 3.0 port, high current- X60 4. On/off switch 5. USB 2.0 port, high current X61, X62, X63. (Port for Setup is X63) 6. RJ45 Ethernet connection 1 for 10/100/1000 Mbps X1 P1- for Internet (to MindSphere) 7. RJ45 Ethernet connection 1 for 10/100/1000 Mbps - X2 P1 for automation unit (Asset) LED lights The LED lights statuses provide information on efficient self-diagnostics. Figure 7-2 LED lights- bottom view 1 66 MindSphere Getting Started, 10/2016

67 Appendix Figure 7-3 LED lights- bottom view 2 Description of the LED lights Name Status Description PC ON/WD GREEN ORANGE Power on System restart ORANGE No connection to proxy No connection to MindSphere For explanation of possible problems and respective solution, please refer to the chapter Troubleshooting. L1-RUN/STOP Blinking ORANGE Connection to MindSphere is being established Blinking GREEN Onboarding is in progress GREEN MindConnect Nano is onboarded to MindSphere L2 - ERROR Blinking ORANGE Firmware update active MindSphere Getting Started, 10/

68 Appendix ORANGE No connection to Data Sources For explanation of possible problems and respective solution, please refer to the chapter Troubleshooting. L2 - ERROR Blinking RED Data loss For explanation of possible problems and respective solution, please refer to the chapter Troubleshooting. RED Firmware update error Blinking ORANGE USB stick is active: Installing USB configuration L3 - MAINT ORANGE Onboarding failed: System Error Configuration file on the USB stick is not valid Blinking RED USB stick Error For explanation of possible problems and respective solution, please refer to the chapter Troubleshooting. 68 MindSphere Getting Started, 10/2016

69 Appendix 7.2 Mounting MindConnect Nano Permitted mounting positions and surrounding temperature The following mounting positions and surrounding conditional temperature are permitted. Horizontal mounting position The horizontal mounting position is the preferred position. Figure 7-4 Horizontal mounting position Vertical mounting position Figure 7-5 Vertical mounting position Note > 50 C: Install in RAL RAL = Restricted Access Location - e.g. a lockable cabinet MindSphere Getting Started, 10/

70 Appendix Free space around the device Ensure that the following clearance measurements to another component or to a wall of housing are complied with: - Above the device: 50 mm - Below the device: 100 mm Connecting the protective earth Figure 7-6 Connecting protective earth 70 MindSphere Getting Started, 10/2016

71 Appendix Mounting types Note Ensure that the mounting surface on the wall can bear four times the total weight of the device, including fixing elements. Use only the anchors and screws specified in the operating instructions. The following mounting types of the device are possible: Mounting on rails Wall mounting Upright mounting MindSphere Getting Started, 10/

72 Appendix Installing the cable strain relief The cable strain relief plate carries the cables and prevents unintentional loosening of the connector from the device. The cable strain relief is available as an accessory. Procedure Figure 7-7 Installing the cable strain relief 1. Insert the metal plate of the strain relief left and right into the second to the last notch left and right. 2. Secure the strain relief on the left and right respectively with an M3x8 setscrew. 3. After connecting, secure the connection cables with cable ties to the cable strain relief Installing Ethernet connector strain relief The Ethernet connector strain relief prevents accidental loosening of the Ethernet connector from the device. The Ethernet connector strain relief is available as an accessory. Procedure Figure 7-8 Installing Ethernet connection strain relief 72 MindSphere Getting Started, 10/2016

73 Appendix 1. Insert the metal plate of the Ethernet connector strain relief into the second and third to the last notch. 2. Fasten the Ethernet connector strain relief with 2 setscrews. 3. Secure the Ethernet connector with cable ties. 7.3 Maintaining MindConnect Nano You find all the information on maintaining in the official IPC227E documentation. In the next chapter you can see the information on replacement of the backup battery Replacing the backup battery Prior to replacement WARNING Risk of explosion and release of harmful substances Improper handling of lithium batteries can result in an explosion of the batteries. Explosion of the batteries and the released pollutants can cause severe physical injury. Worn batteries jeopardize the function of the device. Note the following when handling lithium batteries: Replace the battery every 5 years. Replace the lithium battery only with the type recommended by the manufacturer. The order number is A5E Do not throw lithium batteries into fire, do not solder on the cell body, do not recharge, do not open, do not short-circuit, do not reverse polarity, do not heat above 100 C and protect from direct sunlight, moisture and condensation. NOTICE Disposal of batteries and rechargeable batteries Batteries and rechargeable batteries do not belong in domestic garbage. The user is legally obliged to return used batteries and rechargeable batteries. Used batteries and rechargeable batteries pollute the environment as special waste. You as a user are liable for prosecution if you do not properly dispose of batteries and rechargeable batteries. Please observe the following when disposing of batteries and rechargeable batteries: Dispose of used batteries and rechargeable batteries separately as hazardous waste in accordance with local regulations. You can return used batteries and rechargeable batteries to public collection points and wherever batteries or rechargeable batteries of the type in question are sold. Label the battery container "Used batteries and rechargeable batteries". MindSphere Getting Started, 10/

74 Appendix Requirements The device is disconnected from the power supply. The device is opened. The drive has been removed, see section "Replacing the drive" in the IPC 227E Documentation. Procedure removing NOTICE Time may be deleted The time will be deleted if it takes you longer than 30 seconds to replace the battery. The device is no longer synchronous. Time-controlled programs will no longer run or will run at the wrong time. This may damage the plant. Reset the time for the device. Figure 7-9 Replacing the backup battery 1. Lift up the cover slightly and open it carefully. Do not damage the seal in the process. Lay the cover aside next to the device. The battery cables should not be subjected to any pressure in doing so. 2. Pull out the connection plug of the battery cable. 3. Remove the battery with the attached Velcro from the Velcro fastener on the cover. Remove also the Velcro fastener on the cover. Procedure - installation To install the replacement battery, follow the steps for removing the battery in the reverse order. A Velcro fastener is provided with the replacement battery. Stick a Velcro fastener on the battery. Replace the Velcro on the cover/enclosure. When sticking on the new Velcro, pay attention to the position mark on the enclosure. Attach the replacement battery with the Velcro to the Velcro on the cover/enclosure. 74 MindSphere Getting Started, 10/2016

75 Appendix Firmware update of MindConnect Nano New firmware versions are regularly released to improve product performance. Before the firmware update starts, you will be notified in advance e.g. per . Firmware update runs on MindConnect Nano automatically During the firmware update data loss of few minutes may occur. During the update it is not recommended to configure or modify Assets in the Asset Configuration. Upon success, MindConnect Nano will automatically reboot the system. In case of a failed update, please refer to chapter Troubleshooting. MindSphere Getting Started, 10/

76 Appendix 7.4 Handling of Asset Overview of OPC UA data types The following table outlines the data types of the OPC UA Protocol and in Visual Analyzer of MindSphere. OPC UA Data Types Store as Boolean Byte Int16 UInt16 Int32 UInt32 Int64 UInt64 Float Double String Bool Float Float Float Float Float Float Float Float Float String Overview of S7 data types The following table gives information on data types of the S7 in Asset Configuration of MindSphere. S7 Data Types Data Type Address Example Boolean Bool DB1.DBX0.0, M0.0 Byte Signed/unsigned (sint, uint) DB1.DBB0, QB0 Int Signed (sint) DB1.DBW0 Word Signed/unsigned (sint, uint) DB1.DBD0 DInt Signed (sint) QD0 DWord Signed/unsigned (sint, dint, REAL) MD0 REAL REAL DB1.DBREAL0 76 MindSphere Getting Started, 10/2016

77 Appendix List of measuring units In this chapter you can find the complete list of measuring units, which can be selected in a Data Point of an Aspect the Asset Configuration. You can select a required unit or leave it empty. Figure 7-10 Measuring units Table List of the measuring units UNITS " g/m2 l/m_.s MVA % g/m3 l/min MW %(m) g/mol lb mw %(V) gai lb/btu MWh MindSphere Getting Started, 10/

78 Appendix %O gai/l lb/gal N %O(m) galus lb/lbm N/m %O(V) GAU lb/mb N/mm2 C GJ lb/scf na F GJ/m3 lb/ton ND µa GJ/tm3 m nf µf GJ/ton m.b_/s nm µg/l GOhm m.pa/s ns µg/m3 GPHUS m/h Ohcm µl GPMUS m/min Ohm µm gro m/s Ohmm µs h m/s2 One µs/cm Hectar m_/kg oz µsv/h hl m2 P 1/cm3 hpa m2/s Pa 1/M2 hrs m3 PAC 1/m3 Hz m3/d PAIR 1/min Inch2 m3/h PAL A Inch3 m3/m3 Pas acre J m3/s pf AU J/kg ma ppb Bag J/kgK MB/bbl ppb(m) bar J/m3 MB/ton ppb(v) Bq J/mol mbar ppm Bq/cm2 K mf ppm(m) Bq/g K/min mg ppm(v) Bq/kg K/s mg/cm2 ppt Bt. ka mg/g ppt(m) Bt/bbl kai/kg mg/kg ppt(v) 78 MindSphere Getting Started, 10/2016

79 Appendix Bt/ft3 kbq/kg mg/l PrC Bt/gal kg mg/m3 PRS Btu/lb kg/bbl MHz ps Can kg/dm3 mile ptus Car kg/j Mile2 qtus Case kg/kg min ROL cd kg/kgm MJ s Cl kg/m2 mj S/m cm kg/m2s ml ST cm/h kg/m3 ml/m3 t cm/s kg/mb mlai t/bbl cm2 kg/mol mm t/btu cm3 kg/s mm/a t/joul cm3/s kg/scf mm/h t/m3 Crate kg/sm2 mm/s t/t d kg/ton mm2 t/tj D kgai mm2/s t/tm3 Days khz mm3 TBq deg kj mmol thou dm kj/g mmol/g ton dm3 KJ/kg mmol/l ton/gl Dr KJ/mol MN ug/c2m dz km mn/m V EA km/h MOhm val EU km2 mol VAM EU/ml kmol mol/kg W F kohm Mol/l W/mk Foot kpa mol/m3 Weeks MindSphere Getting Started, 10/

80 Appendix fozus kt Months Wm2ppb ft2 kv MPa yd ft3 kva mpa.s yd2 g KW MPGUS yd3 g/cm3 kwh ms yr g/hg l mt g/kg l/hkm MV g/l L/hr mv Asset handling in Asset Configuration This chapter describes how you can duplicate or delete Assets Duplicate an Asset You can duplicate an Asset with all configurations. Such properties as Asset name, Asset ID, MindConnect Nano Unique ID and IP address must be adapted. To duplicate an Asset, proceed as follows: Select the Asset that you want to duplicate from the list and then click icon : Figure 7-11 Duplicating an Asset 80 MindSphere Getting Started, 10/2016

81 Appendix Note During duplicating an Asset do not duplicate the static IP address in the Ethernet Interface for MindSphere Connection. The text box with IP address must be cleared out. The same IP address cannot be used for two Assets. Figure 7-12 Duplicating an Asset Delete Asset When an asset is deleted, the time series data and the rules are deleted as well and cannot be seen in the Fleet Manager afterwards. To delete an Asset, proceed as follows: Select the Asset that you want to delete from the list and then click the trash icon: Figure 7-13 Deleting an Asset MindSphere Getting Started, 10/

82 Appendix After an Asset has been deleted, the MindSphere Units will not be calculated any more. When before starting the onboarding process by generating the first OBT no Aspects have been created for an Asset, then the event "First OBT generated" contains 1 as MSU, otherwise it contains a previously calculated MSU Save and share a configured view in the Fleet Manager In the Fleet Manager, the URL with a configured view can be saved and shared by using an client installed on your computer. To send an click share icon : Figure 7-14 Sending a configured view An with URL of the current view will be automatically opened in your program. There you can edit your and send it. The information saved in URL depends on the currently configured dialog window and its features. But any user gestures cannot be saved into the URL e.g. Hidden variables below the opened chart Zooming in or out of a selected area on the line chart. Note The MindApp Fleet Manager will not detect whether there is any client installed on your computer or whether the access to the client is denied. Accordingly, there is no user notification from Fleet Manager. 82 MindSphere Getting Started, 10/2016

83 Appendix MindSphere Units for Data Modeling MindSphere Unit (MSU) is the basis for fees invoiced monthly per Asset and per used application. The value of a MindSphere Unit will be indicated during the ordering of MindAccess/MindApps and will be stated in the order sheet. Starting point for fee creation is 1 MSU, when an Asset has been created and onboarded. Number of MSUs will grow depending on the number of configured Aspects and their Data Points. The calculated MSUs per Asset can be seen in the Aspects tab in the Asset Configuration: Figure 7-15 MindSphere Units The sum of calculated MindSphere Units depends on: Number of Data Points Reading Cycle of a Data Point Data types of Data Points Number of Data Points The more Data Points are configured, the more MindSphere Units will be calculated. For example, one configured Data Point of the type bool with reading cycle of 15 seconds causes 1 MindSphere Unit. MindSphere Getting Started, 10/

84 Appendix Figure 7-16 MindSphere Units calculated per an Aspect Reading Cycle of Data Points The reading cycle of an Aspect affects the number of units as well. A faster Reading cycle leads to more MindSphere Units For example, to read Data Points each second will lead to more MindSphere Units than to read a Data Point each 15 seconds. 84 MindSphere Getting Started, 10/2016

85 Appendix Figure 7-17 MindSphere Units per reading cycle of 15seconds Data Types The calculation of the MindSphere Units depends on different data types of a Data Point. For example, Bool is the lowest value and String is the highest value for MindSphere Unit. Figure 7-18 MindSphere Units of data type STRING MindSphere Getting Started, 10/

86 Appendix Accepting MindSphere Units When saving an Asset, a dialog box appears informing you about the newly calculated MindSphere Units. The dialog has to be confirmed, for the changes to take effect. If the dialog is not confirmed, the changes will not be saved. Figure 7-19 Accepting MindSphere Units Limitation of MindSphere Units It is possible to configure data points up to MindSphere Units per Asset. If the amount of the MindSphere Units exceeds , the MSUs will be colored red and saving of the configuration will not be possible. Figure 7-20 Limitation of MindSphere Units Account Overview You can see the overall MindSphere Units for an Asset per MindApp in "Account Overview". 86 MindSphere Getting Started, 10/2016

87 Appendix Figure 7-21 Accepting MindSphere Units There is a table for available applications e.g. MindApps Fleet Manager and overall MindSphere Units per App for the configured Assets. Fees will be issued monthly. MindSphere Getting Started, 10/

88 Appendix 7.5 Offboard MindConnect Nano You can offboard your MindConnect Nano in the following cases, If you want to connect it to a new Asset. If you onboard a new MindConnect Nano to the same Asset (e.g. replacement) If it is malfunctioning and needs to be replaced. In order to offboard MindConnect Nano from MindSphere, follow these steps: Go to the MindConnect Nano Information Click Offboard Figure 7-22 Offboarding MindConnect Nano Note In general the offboarding process can take up to ten minutes. Therefore, do not turn off MindConnect Nano during this time, before the offboarding process is completed. 88 MindSphere Getting Started, 10/2016

89 Appendix 7.6 User Account management The user accounts are managed in the User Management and Customer Management. The user rights depend on the following types of roles. Admin Users Customer User rights Launchpad /UI Rights Description Admin User Customer Create Asset Create and duplicate buttons are enabled X Delete Asset Delete button is enabled X View Asset Configuration Contains viewing of all areas of Asset Configuration X X X View MindSphere Units View MindSphere Units X X Change MindSphere Units Change and save MindSphere Units X Modify Asset Information Asset Name, Asset ID, Description can be changed X X Asset Configuration View Customer Information Column in Asset List and Field in Asset configuration of Customer assignment is visible X X Modify customer Information Assignment of Asset to customer can be changed X Delete Time Series Data X Modify location Asset location can be changed X X X Modify Aspects Add, change, delete Aspects and their Data Points X Modify Data Source Settings of Aspect S7 Configuration (IP-Address) and OPC UA Configuration (Name, IP, Certificate, Authentication) can be changed X X X MindSphere Getting Started, 10/

90 Appendix Modify MindConnect Nano Information MindConnect Nano Unique ID can be changed X X X Onboard of MindConnect Nano Modify Network On-/Off Boarding Process X X X Ethernet port and proxy settings of MindConnect Nano can be changed X X X Export to USB stick Configuration file can be generated X X X Firmware Update Update of a new firmware X X X Asset picture Show and change Asset picture X X X Area map Show and change Area map X X X User Management View User View user X X Modify User Create, modify and delete users X View customers View customers X X Customer View users of customer View users of customer X Management Modify customers Create, modify and delete customers X X Modify customer s users Create, modify and delete customer s users X Account Overview View account View Apps and MindSphere Units per App Modify Apps Management of Apps X X X 90 MindSphere Getting Started, 10/2016

91 Appendix Modify Rules View Rules and Settings X X X Fleet Manager Modify Request Set in progress and close X X X Assets, Data Points and Values, requests, Hierarchy, Area map Create Manual request show on base of scopes X X X Create Manual Request X X X Create and modify a user and a customer user The Admin creates accounts for users in the User Management and accounts for customers in the Customer Management. After an account has been created, a user will receive an notification to activate his login credentials. User Management To create a user, follow these steps: Go to the User Management in MindSphere Launchpad. Click Add new User Figure 7-23 Creating a user Enter all required information for a user. To modify or delete a user, proceed as follows: Select a user, click icon and make required changes or delete a user : MindSphere Getting Started, 10/

92 Appendix Figure 7-24 Modifying a user Customer Management To create a customer, proceed as follows: Go to the Customer Management. To create a customer, click Add new Customer. Figure 7-25 Creating a customer Enter all required information for a customer. To create a user of the customer, proceed as follows: Select a Customer. Go to User for Customer C1, click Add new Customer User. Figure 7-26 Creating a user of a customer Enter all required information for a user. 92 MindSphere Getting Started, 10/2016

93 Appendix To modify or delete a customer or a user of a customer, proceed in the same way as described in User Management of this chapter. Note When creating a user account (for user or customer), you have to assign an address in order to activate a user/customer account. Figure 7-27 Assigning an to a user It is not possible to create a user or a customer account with an already assigned address. A customer s account cannot be used for users of this customer as well. All addresses to be entered on account creation need to be unique and may not be reused. An error message will appear when entering the already assigned address: Figure 7-28 Error message MindSphere Getting Started, 10/