Information server installation of the SIMATIC BATCH IS options. SIMATIC Information Server / 2014 / Installation. Siemens Industry Online Support

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1 Information server installation of the SIMATIC BATCH IS options SIMATIC Information Server / 2014 / Installation Siemens Industry Online Support

2 Entry ID , V1.0, 12/2018 2

3 Table of contents Table of contents 1 Introduction Overview Validity Requirement Basic procedure Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD SIMATIC BATCH IS option V8.0 SP1 Upd SIMATIC BATCH IS option V8.1 SP1 Upd SIMATIC BATCH IS option V8.2 Upd SIMATIC BATCH IS option V9.0 SP Result Installation of the SIMATIC BATCH IS option V SIMATIC BATCH sub-reports V8.1 uploaded manually to the MS report server Note about the update installation Restrictions Additional Principle function of the SIMATIC BATCH report Checking the installation Check the existing batch data versions in the PH database Checking the update versions of existing batches Versions of the SIMATIC BATCH IS option Where to find the software Versions of PCS 7 V8.0 SP2 SIMATIC BATCH IS option Versions of the PCS 7 V8.1 SIMATIC BATCH IS option Versions of the PCS 7 V8.2 SIMATIC BATCH IS option Versions of the PCS 7 V9.0 SIMATIC BATCH IS option Entry ID , V1.0, 12/2018 3

4 1Introduction 1 Introduction 1.1 Overview The SIMATIC Information Server can be used to create reports based on the archived batch data of a PCS 7 plant. SIMATIC BATCH batch data of different BATCH versions can be stored in the process historian. This application example describes how to install the "Information server BATCH options" for a PH with batch data of different SIMATIC BATCH versions. The installation package "Information server BATCH options" is the SIMATIC BATCH Report Templates (*.rdl) for the Information Server. Installation scenario of this FAQ Installation There is a PH with a database containing batch data of different versions. The IS should be re-installed. This description does not explain the update installation. The "SIMATIC BATCH IS option" must only be installed on the Information Server and not on the batch server or the batch client. 1.2 Validity SIMATIC Information Server 2014 SP3 in combination with: SIMATIC PCS 7 V8.0 SIMATIC PCS 7 V8.1 SIMATIC PCS 7 V8.2 SIMATIC PCS 7 V9.0 Entry ID , V1.0, 12/2018 4

5 1Introduction 1.3 Requirement IS 2014 SP3 PH 2014 SP3 PCS 7 DVD V9.0 SP1 Optional: For creating batch V8.1 reports, PCS 7 DVD V Basic procedure 1. Upgrade PH to current version. 2. The IS must be fully installed and configured. Instructions for installation and commissioning can be found here: 3. PH and IS must be installed in the same version 2014 SP3. 4. Install all versions of the "SIMATIC BATCH IS Options", starting from the oldest version in ascending order, via the PCS 7 DVD 9.0 SP1. Note The installation order of the SIMATIC BATCH IS option must be followed in order for the reports to function properly. Example Note Suppose you have a PH 2014 SP3. This PH database contains batch data of the following batch versions. V8.0 SP1 Upd 8 V8.1 SP1 Upd 2 V8.1 SP1 Upd 7 V8.2 V9.0 SP1 Then the following "SIMATIC BATCH IS Option" can be installed via the PCS 7 V9.0 SP1 DVD. Information_Server_BATCH_Options_V8.0+SP1+Upd20 Information_Server_BATCH_Options_V8.1+SP1+Upd14 Information_Server_BATCH_Options_V8.2+Upd7 Information_Server_BATCH_Options_V9.0 + SP1 The SIMATIC BATCH IS options are downward compatible with regard to their updates. Entry ID , V1.0, 12/2018 5

2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 2 Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. The software is located on the PCS 7 V9.

$exe in the Additional_Products\Information_Server_BATCH_Options_V8.0+SP1+Upd20 folder 3. Click the "OK" button. 4. Click on the "Next button.$

6 2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 2 Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. The software is located on the PCS 7 V9.0 SP1 DVD 1 in the "Additional Products" folder. Install the SIMATIC BATCH IS options in the following order: 2.1 SIMATIC BATCH IS option V8.0 SP1 Upd20 1. Insert the PCS 7 V9.0 SP1 DVD 1 and navigate to the Additional Products folder. 2. Double-click Setup.exe in the Additional_Products\Information_Server_BATCH_Options_V8.0+SP1+Upd20 folder 3. Click the "OK" button. 4. Click on the "Next button. Entry ID , V1.0, 12/2018 6

7 2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 5. Accept the license terms and click on the "Next" button. 6. Click the "Next" button. 7. Click the "Install" button. Entry ID , V1.0, 12/2018 7

2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 8.

0 SP1 DVD 1 and navigate to the Additional Products folder. 11.

8 2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 8. Click the "Finish" button. 9. Click "Yes" button to start the Information Server. 2.2 SIMATIC BATCH IS option V8.1 SP1 Upd Insert the PCS 7 V9.0 SP1 DVD 1 and navigate to the Additional Products folder. 11. Double-click Setup.exe in the Additional_Products\Information_Server_BATCH_Options_V8.1+SP1+Upd14 folder 12. Carry out the setup as described in chapter 2.1. Entry ID , V1.0, 12/2018 8

$Double-click Setup.exe in the Additional_Products\Information_Server_BATCH_Options_V8.2+Upd7 folder 15. Carry out the setup as described in chapter 2.1. 2.4 SIMATIC BATCH IS option V9.0 SP1 1.$

9 2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 2.3 SIMATIC BATCH IS option V8.2 Upd7 13. Insert the PCS 7 V9.0 SP1 DVD 1 and navigate to the Additional Products folder. 14. Double-click Setup.exe in the Additional_Products\Information_Server_BATCH_Options_V8.2+Upd7 folder 15. Carry out the setup as described in chapter SIMATIC BATCH IS option V9.0 SP1 1. Insert the PCS 7 V9.0 SP1 DVD 1 and start the frame setup. 2. Follow the PCS 7 frame setup. 3. Select the setup type "Install". 4. Select the installation type "User-defined installation". Entry ID , V1.0, 12/2018 9

10 2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 5. The program package "Information server - BATCH options V9.0 SP1" is automatically selected. 6. Start the installation. Entry ID , V1.0, 12/

Navigate to the menu "Administration/Templates".

11 2Installation of the SIMATIC BATCH IS options, PCS 7 V9.0 SP1 DVD. 7. Restart the Information Server. 2.5 Result 8. Start Internet Explorer and connect to the Information Server. 9. Navigate to the menu "Administration/Templates". All sub-reports are installed on the Information Server and uploaded to the MS report server. Entry ID , V1.0, 12/

12 3Installation of the SIMATIC BATCH IS option V8.1 3 Installation of the SIMATIC BATCH IS option V8.1 Note: Note Procedure Result Normally, report template versions must be installed in ascending order. Since report templates V8.1 must be loaded manually onto the report server, an exception can be made here. The SIMATIC BATCH IS options V8.1 must only be installed if batch data of version V8.1 also exists in the PH DB. 10. Place the PCS 7 V8.1 DVD 2 in the Information Server 11. Navigate to the folder "60_SB V8.1\SBISOPSSEU". 12. Double-click the Setup.exe. 13. Carry out the setup as described in chapter 2.1. SIMATIC software installed: When setting up the SIMATIC BATCH options V8.1, the report templates are installed in the correct version, but they are not loaded onto the MS report server. That is why the templates must be loaded manually onto the MS report server. The procedure is described in the next chapter. 3.1 SIMATIC BATCH sub-reports V8.1 uploaded manually to the MS report server Procedure: 14. Open Windows Explorer. 15. Create a new folder "C:\Program Files (x86)\siemens\informationserver\batch\modified_810". 16. Navigate to the folder C:\Program Files (x86)\siemens\informationserver\batch\ Entry ID , V1.0, 12/

3Installation of the SIMATIC BATCH IS option V8.1 Result 17. Copy all *.rdl files from the folder "8.1.0" to the folder "Modified_810". 18. Delete the template "Frame_sb_standard_batch.

13 3Installation of the SIMATIC BATCH IS option V8.1 Result 17. Copy all *.rdl files from the folder "8.1.0" to the folder "Modified_810". 18. Delete the template "Frame_sb_standard_batch.rdl" from the folder "Modified_810". 19. Rename the report template "sb_batch_template.rdl" to "standard_batch.rdl" in the folder "Modified_810". 20. Rename all report templates "subreport_sb_batch_xy.rdl" to "subreport_sb_batch_xy_810.rdl", in the folder "Modified_810". 21. Open Internet Explorer and connect to the Information Server. 22. Navigate to the "Administration/Templates" menu. 23. Select the folder "Public/Batch". 24. Click on the "Create" button. 25. Create a folder "Simatic Batch 8.1" and click on the "OK" button. 26. Select the new folder "SimaticBatch 8.1" and click on the button "Show/hide". 27. Select the folder "Public/Batch/SimaticBatch 8.1". 28. Click on the "Create" button. 29. Create a folder "Sub-reports" and click on the "OK" button. 30. Select the new Sub-reports folder and click the Show/hide button. 31. Select the Sub-reports folder and click the Upload button. 32. Click the Select Files button. 33. Navigate to the folder "C:\Program Files (x86)\siemens\informationserver\batch\modified_810". 34. Select all *.rdl files. 35. Click on the "Open" button. Entry ID , V1.0, 12/

14 3Installation of the SIMATIC BATCH IS option V8.1 Result All V8.1 report templates have been uploaded to the Information Server. Entry ID , V1.0, 12/

15 4Note about the update installation 4 Note about the update installation The installation scenario in this FAQ is to reinstall an Information Server. If the SIMATIC BATCH IS options component is updated with an update installation, all higher-installed versions of the SIMATIC BATCH IS options must also be reinstalled. Please note the respective Readme file of the update installation. Entry ID , V1.0, 12/

16 5Restrictions 5 Restrictions This FAQ contribution is not updated cyclically. For future SIMATIC BATCH versions and updates, you have to check the availability and install the SIMATIC BATCH Information Server options accordingly. Entry ID , V1.0, 12/

17 6Additional 6 Additional In this chapter you will find additional information that can be used as needed. 6.1 Principle function of the SIMATIC BATCH report The SIMATIC BATCH frame report (Frame_sb_standard_batch.rdl) determines in which version the batch data was recorded. The possible versions at the time of the creation of the application example are: V8.0 SP1 V8.1 V8.1 SP1 V8.2 V9.0 Depending on which result is returned, the corresponding "standard_batch.rdl" report is called up. The "standard_batch.rdl" report again uses the appropriate BATCH sub-reports to generate the BATCH report. In general you have to install the "SIMATIC BATCH IS option" starting from the oldest version in ascending order. This procedure is necessary because the "Frame_sb_standard_batch.rdl" is exchanged each time the SIMATIC BATCH IS option is installed. Only the V9.0 "Frame_sb_standard_batch.rdl" is able to use all versions of the batch sub-reports for report creation. Entry ID , V1.0, 12/

18 6Additional Example Frame_Sb_standard_batch.rdl To be able to use the sub-reports, they must have been correctly uploaded to the MS report server. Example MS report server In this example, you can see all storage paths of the batch sub-reports depending on the version. Entry ID , V1.0, 12/

6Additional Note As of SIMATIC BATCH IS options 8.0 SP1, the version is added to the sub-report. In the above screenshot Subreportname_900 for version 9.0. SIMATIC BATCH version V8.0 SP1 V8.

Start the SQL Server Reporting Services Configuration Manager. 38. Click the "Connect" button. 39. Navigate to the Report Manager URL menu item. 40. Click the URL link. 41.

19 6Additional Note As of SIMATIC BATCH IS options 8.0 SP1, the version is added to the sub-report. In the above screenshot Subreportname_900 for version 9.0. SIMATIC BATCH version V8.0 SP1 V8.1 _810 V8.1 SP1 _811 V8.2 _820 V9.0 and V9.0 SP1 _900 Suffix of the sub-reports 6.2 Checking the installation 36. On the IS, navigate to the following applications 37. Start the SQL Server Reporting Services Configuration Manager. 38. Click the "Connect" button. 39. Navigate to the Report Manager URL menu item. 40. Click the URL link. 41. Log in with your administrator user and password. 42. Click on the "Details" button. 43. Navigate to the folder "Templates/Public/Batch" and check if a folder exists for all installed BATCH templates. Entry ID , V1.0, 12/

20 6Additional 44. Open the Simatic Batch folder and check if sub-reports exist. 45. Open the report template "Frame_sb_standard_batch". Entry ID , V1.0, 12/

Open the MS SQL Server Management Studio. 48. Navigate to the HistorianStorage database. 49.

21 6Additional 46. Check if all "Subreport Frames" are present. 6.3 Check the existing batch data versions in the PH database. 47. Open the MS SQL Server Management Studio. 48. Navigate to the HistorianStorage database. 49. Run the following database query to determine the saved batch versions. SELECT distinct [SIMATIC_BATCH_Version] Entry ID , V1.0, 12/

6Additional Result FROM [HistorianStorage].[SIMATIC_BATCH].[vBatch] This database contains batches of SIMATIC batch version 8.0 SP1, V8.1, V8.1 SP1, V8.2 and V8.0. 6.3.

[vBatch] Batch data from Hotfix 2 and Hotfix 7 exist for batch version V8.1.1. 6.4

22 6Additional Result FROM [HistorianStorage].[SIMATIC_BATCH].[vBatch] This database contains batches of SIMATIC batch version 8.0 SP1, V8.1, V8.1 SP1, V8.2 and V Checking the update versions of existing batches SELECT distinct [BatchVersion] FROM [HistorianStorage].[SIMATIC_BATCH_SB8_ _V8_01_01].[vBatch] Batch data from Hotfix 2 and Hotfix 7 exist for batch version V Versions of the SIMATIC BATCH IS option Where to find the software The latest "SIMATIC BATCH IS option" is always available on the PCS 7 DVD 1 in the "Additional Products" folder or via download. Should you require a different version, please contact SIEMENS AG Technical Support. Downloadable versions can be found on the online Support page: Search for the corresponding SIMATIC BATCH update. Entry ID , V1.0, 12/

$6Additional Example: Download the software and unzip it. The SIMATIC BATCH IS options are located in the folder "SIMATIC_BATCH_V8.0_SP1_Upd22_EU.zip\SIMATIC BATCH V8.0 SP1 Upd22 EU\60_SB\sbisoptsEU".$

23 6Additional Example: Download the software and unzip it. The SIMATIC BATCH IS options are located in the folder "SIMATIC_BATCH_V8.0_SP1_Upd22_EU.zip\SIMATIC BATCH V8.0 SP1 Upd22 EU\60_SB\sbisoptsEU". Versions that are available from Technical Support If the required version is not available on the DVD or as a download, please contact Technical Support with a service request and request the software. Entry ID , V1.0, 12/

24 6Additional Technical Support will send you the software by request. At the time of FAQ creation, the following versions are available Versions of PCS 7 V8.0 SP2 SIMATIC BATCH IS option SIMATIC BATCH IS Options Available (= SIMATIC Batch Base Version) 8.0 SP1 Upd8 PCS 7 DVD V8.0 SP2 8.0 SP1 Upd9 Technical Support (Batch Update) 8.0 SP1 Upd10 Technical Support (Batch Update) 8.0 SP1 Upd11 Technical Support (Batch Update) 8.0 SP1 Upd12 Technical Support (Batch Update) 8.0 SP1 Upd13 PCS 7 DVD V8.1 SP1 8.0 SP1 Upd14 Technical Support (Batch Update) 8.0 SP1 Upd15 Technical Support (Batch Update) 8.0 SP1 Upd16 PCS 7 DVD V SP1 Upd17 Technical Support (Batch Update) 8.0 SP1 Upd18 Technical Support (Batch Update) 8.0 SP1 Upd19 PCS 7 DVD V SP1 Upd20 Download (Batch Update) PCS 7 DVD V9.0 SP1 8.0 SP1 Upd21 Download (Batch Update) PCS 7 DVD V8.2 SP1 8.0 SP1 Upd22 Download (Batch Update) Versions of the PCS 7 V8.1 SIMATIC BATCH IS option SIMATIC BATCH IS Options Available (= SIMATIC Batch Base Version) V8.1 PCS 7 DVD V8.1 V8.1 SP1 Upd2 PCS 7 DVD V8.1 V8.1 SP1 Upd3 Technical Support (Batch Update) V8.1 SP1 Upd4 Technical Support (Batch Update) V8.1 SP1 Upd5 Technical Support (Batch Update) V8.1 SP1 Upd6 PCS 7 DVD V8.2 V8.1 SP1 Upd7 Technical Support (Batch Update) V8.1 SP1 Upd8 Technical Support (Batch Update) V8.1 SP1 Upd9 Technical Support (Batch Update) V8.1 SP1 Upd10 Technical Support (Batch Update) V8.1 SP1 Upd11 Technical Support (Batch Update) V8.1 SP1 Upd12 Technical Support (Batch Update) PCS 7 DVD V9.0 V8.1 SP1 Upd13 Download (Batch Update) PCS 7 DVD V9.0 SP1 V8.1 SP1 Upd14 Download (Batch Update) V8.1 SP1 Upd15 Download (Batch Update) Entry ID , V1.0, 12/

25 7 SIMATIC BATCH IS Options Available (= SIMATIC Batch Base Version) V8.1 SP1 Upd16 Download (Batch Update) PCS 7 DVD V8.2 SP1 V8.1 SP1 Upd17 Download (Batch Update) Versions of the PCS 7 V8.2 SIMATIC BATCH IS option SIMATIC BATCH IS Options Available (= SIMATIC Batch Base Version) V8.2 PCS 7 V8.2 DVD V8.2 Upd1 Technical Support (Batch Update) V8.2 Upd2 Technical Support (Batch Update) V8.2 Upd3 Technical Support (Batch Update) V8.2 Upd4 Technical Support (Batch Update) V8.2 Upd5 Download (Batch Update) V8.2 Upd6 Download (Batch Update) PCS 7 DVD V9.0 V8.2 Upd7 Download (Batch Update) PCS 7 DVD V9.0 SP1 V8.2 Upd8 Download (Batch Update) V8.2 Upd9 PCS 7 V8.2 SP1 DVD V8.2 Upd10 Download (Batch Update) Versions of the PCS 7 V9.0 SIMATIC BATCH IS option SIMATIC BATCH IS Options Available (= SIMATIC Batch Base Version) V9.0 PCS 7 DVD V9.0 V9.0 SP1 PCS 7 DVD V9.0 SP1 V9.0 SP1 Upd1 Download (Batch Update) Entry ID , V1.0, 12/

Moving a Process Historian/ Information Server from Workgroup A to Workgroup B

Application description 03/2014 Moving a Process Historian/ Information Server from Workgroup A to Workgroup B SIMATIC PCS 7 V8.0 SP1 Upd1 http://support.automation.siemens.com/ww/view/en/66579062 Warranty