SIMATIC. Process Control System PCS 7 Product Brief on Software Updates from V5.1/V5.2 to PCS 7 V7.0 SP1. Preface 1

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1 SIMATIC Process Control System PCS 7 SIMATIC Process Control System PCS 7 Product Brief on Software Updates from V5.1/V5.2 to PCS 7 V7.0 SP1 Commissioning Manual Preface 1 Before beginning the software update 2 Hardware requirements 3 New license concept with license keys 4 Guide to software updates 5 Guide - Basic Procedure for Updating Software 6 08/2008 A5E

2 Legal information 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 with a safety alert symbol, indicates that minor personal injury can result if proper precautions are not taken. CAUTION without a safety alert symbol, indicates that property damage can result if proper precautions are not taken. NOTICE indicates that an unintended result or situation can occur if the corresponding information is not taken into account. If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage. Qualified Personnel The device/system may only be set up and used in conjunction with this documentation. Commissioning and operation of a device/system may only be performed by qualified personnel. Within the context of the safety notes in this documentation qualified persons are defined as persons who are authorized to commission, ground and label devices, systems and circuits in accordance with established safety practices and standards. 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 adhered to. The information in the relevant documentation must be observed. Trademarks All names identified by are registered trademarks of the Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner. Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions. Siemens AG Industry Sector Postfach NÜRNBERG GERMANY A5E P 09/2008 Copyright Siemens AG Technical data subject to change

3 Table of contents 1 Preface Before beginning the software update Hardware requirements New license concept with license keys Guide to software updates Guide - Basic Procedure for Updating Software Commissioning Manual, 08/2008, A5E

4 Table of contents 4 Commissioning Manual, 08/2008, A5E

5 Preface 1 Purpose of this documentation The Product Brief uses a checklist to show you the principles for updating software from PCS 7 V5.1 and V5.2 to PCS 7 V7.0 SP1. The checklist guides you through the requisite documentation for the following steps: Installation of the PCs Updating the PCS 7 projects Downloading the PCS 7 components The content of the documentation is intended for the following users: Service personnel Commissioning personnel People who possess the requisite system expertise The documentation can be found on the Internet under: ( Skills required In order to understand the documentation, you will require a general knowledge of automation and a basic knowledge of PCS 7. You will also have to know how to use PCs that run in Windows operating systems. Administrator skills are required in order to install networks. The following documentation explains the fundamental principles of working with PCS 7: Configuration manual Process Control System PCS 7; Engineering System Configuration manual Process Control System PCS 7; Operator Station Manual Process Control System PCS 7, Getting Started - Part 1 Validity of the documentation The documentation is valid for the "Process Control System PCS 7 Toolset V7.0 SP1" software package. Commissioning Manual, 08/2008, A5E

6 Preface Updating redundant systems in runtime NOTICE In order to update the software on redundant systems in runtime, select the procedure which is set out in the manual Process Control System PCS 7; Software Updates Without Using New Functions (PCS 7 V5.x to V6.0). Requisite documentation The following documentation can be found on the Internet under: ( Documentation Software updates using new functions Manual Software updates using new functions (PCS 7 5.x to 6.0) Manual Software updates using new functions (PCS 7 V6.x to V7.0 SP1) Content Software updates without using new functions Manual Software updates without using new functions (PCS 7 V5.x to V6.0) Manual Software updates without using new functions (PCS 7 V6.0 to V7.0 SP1) Procedure for updating software from PCS 7 version 5.x to 6.0 using the new functions. Procedure for updating software from PCS 7 version V6.x/V7.0 to V7.0 SP1 using the new functions. In the case of software updates with the new functions, use the PCS 7 version 7.0 SP1 libraries instead of the project libraries prior to the software update. Procedure for updating software from PCS 7 version 5.x to 6.0 without using the new functions. Procedure for updating software from PCS 7 version V6.x/V7.0 to V7.0 SP1 without using the new functions. Note In the case of software updates with the new functions, use the PCS 7 version 7.0 SP1 libraries instead of the project libraries prior to the software update. Further information You can find further information which will assist you during "software updates" in the manuals which are contained on the DVD entitled "Process Control System PCS 7 Toolset" / "_Manuals" folder. 6 Commissioning Manual, 08/2008, A5E

7 Preface Documentation Function manual Process Control System PCS 7; Service Support and Diagnostics Function manual Process Control System PCS 7; PC Configuration and Authorization Content Ensuring the availability of a PCS 7 plant; it contains information on how to create backups and how to update firmware. All the modules which are released for the PCS 7 version are listed with the following details: Product designation MLFB (order number) Firmware version Brief description WinCC Information System Online Help Function manual Process Control System PCS 7; Faulttolerant Process Control Systems Describes how to update WinCC projects. Describes the setup and use of fault-tolerant (redundant) components in SIMATIC PCS 7. Commissioning Manual, 08/2008, A5E

8 Preface 8 Commissioning Manual, 08/2008, A5E

9 Before beginning the software update 2 PCS 7 add-on products used NOTICE If you have used PCS 7 add-on products (software packages or hardware components) in your process control system, ask your SIMATIC PCS 7 contact for advice. Updating redundant systems in runtime NOTICE In order to update the software on redundant systems in runtime, select the procedure which is set out in the manual Process Control System PCS 7; Software Updates Without Using New Functions (PCS 7 V5.x to V6.0). Also refer to the information in the following documentation: PCS 7 What's New? PCS 7 Readme Note "PCS 7 What's new?" and "PCS 7 Readme" contain information about how PCS 7 V7.0 SP1 differs from the previous version. If you read this information, you will find PCS 7 easier to use. Commissioning Manual, 08/2008, A5E

10 Before beginning the software update Deciding on whether to update the software with or without the new functions Process Control System PCS 7; Software updates using new functions (PCS 7 V5.1/V5.2 to V7.0 SP1) You would like to add new PCS 7 functions to your existing PCS 7 project which you have used in PCS 7 V5.1 or PCS 7 V5.2. Note: If you wish to do without some of the new functions in PCS 7 V7.0 SP1, there is no need to activate or reconfigure these functions. However, we would advise you to carry out a complete function upgrade. Result Following the software update, your existing PCS 7 project performs like a new project created with PCS 7 V7.0 SP1 - provided all the steps described in this documentation are carried out in order. Process Control System PCS 7; Software updates without using new functions (PCS 7 V5.1/V5.2 to V7.0 SP1) You wish to update the software without incurring a significant outlay on configuration. You don't wish to use any new hardware or firmware in the automation system. Following the software update, the updated PCS 7 project performs as it did prior to the software update. New functions can only be implemented following a further sequence of steps. 10 Commissioning Manual, 08/2008, A5E

11 Hardware requirements 3 NOTICE Make sure that you perform the requisite preparations for updating software in PCS 7 V5.1 or PCS 7 V5.2 (refer to the section on "Principles for Software Updates" - steps 1 to 13). Hardware requirements The PC on which you wish to install the PCS 7 software must possess one of the following features: Access to a DVD drive via a network Its own DVD drive (e.g. a USB DVD drive) You can find the hardware requirements for the PC in the file pcs7-readme.wri on the PCS 7 Toolset DVD. Further information Manual Process Control System PCS 7; PC Configuration and Authorization pcs7-readme.wri file WinCC Information System > Authorization Online Help Manual Process Control System PCS 7; PCS 7 OS Web Option Commissioning Manual, 08/2008, A5E

12 Hardware requirements 12 Commissioning Manual, 08/2008, A5E

13 New license concept with license keys 4 Licensing You require license keys for SIMATIC PCS 7 V7.0 SP1. History Note The PCS 7 license concept was changed from PCS 7 V6.0 SP3. Therefore, the term "license key" is used at all times below even where a product still uses the old license concept with authorizations for licensing. The "Automation License Manager" is the software for transmitting the license keys. The Automation License Manager can also be used to transmit authorizations. The term "authorizations" is used solely in the documentation on updating from PCS 7 V5.x to V6.0. An upgrade license key can be used to convert authorizations to license keys for PCS 7 V6.1. The following changes have been made to the license concept in PCS 7 V7.0: The way of counting the process objects between the OS and the engineering system has been simplified. A license key has been added to the certificate of license for the AS process mode. When the AS is loaded, the number of process objects which have already been downloaded is determined. License keys on ES and OS Ensure that the license keys required for SIMATIC PCS 7 version 7.0 SP1 are installed on the engineering system (ES) and on the operator stations (OS). Further information Manual Process Control System PCS 7; PC Configuration and Authorization pcs7-readme.wri file WinCC Information System Online Help Commissioning Manual, 08/2008, A5E

14 New license concept with license keys 14 Commissioning Manual, 08/2008, A5E

15 Guide to software updates 5 Key to the guide Meanings of the table headings in the section "Guide - Basic Procedure for Updating Software": Column Step Action Meaning Step number Action to be carried out in the form of the title of a section in one of the manuals on updating software To be performed on the following PC station: ES OS server OS client AS Step is performed on the engineering system. Step is performed on the OS server. Step is performed on the OS client. Step is performed on the automation system. Meanings of the abbreviations used in the table: Abbreviation w 2 w 2 Meaning Carry out during software updates with and without new functions Only carry out in software updates with new functions. Only carry out in software updates without new functions. Only carry out in software updates without new functions if faceplates from PCS 7 V5.x are used. Only carry out in software updates without new functions and in software updates with new functions if faceplates from PCS 7 V5.x are used. Commissioning Manual, 08/2008, A5E

16 Guide to software updates 16 Commissioning Manual, 08/2008, A5E

17 Guide - Basic Procedure for Updating Software 6 Carry out the steps listed below in the order shown and in accordance with the requirements listed in the relevant manual. The steps specified under "Action" are based on the titles of the steps in the relevant manual. Note The abbreviations are explained in the section "Guide to software updates (Page 15)". Guide Step Action To be performed on: ES OS server OS client AS Manual Software updates using/without using new functions (PCS 7 5.x to 6.0) 1 Before beginning the software update 2 In the old operating system, prepare the PCS 7 V5.x project for the software update 3 In the old operating system, back up the PCS 7 V5.x project 4 In the old operating system, back up any V5.x libraries which you have created 5 Export operator texts and display texts Note: This step is only to be performed in the following case: If operator texts or display texts have been changed compared to the PCS 7 version in blocks in the system which is being updated and you wish to use the new PCS 7 V6.0 faceplates, you should back up the "old" operator texts. Follow the steps described in the manual Software updates without using new functions (PCS 7 V6.x to V7.0 SP1) 6 In the old operating system, back up the authorizations In the old operating system, Check hardware requirements, installations and authorizations Note: Read "PCS 7 - Enabled Modules.pdf" contained in the list And the sections "Hardware requirements, installations and licenses". Follow the steps described in the manual Software updates without using new functions (PCS 7 V6.x to V7.0) - 8 Update of the CPU operating system w - Commissioning Manual, 08/2008, A5E

18 Guide - Basic Procedure for Updating Software Step Action To be performed on: ES OS server OS client 9 Firmware update of CP Extended w 10 Firmware update of CP 443-1CP 443_1 w 11 Check the IM and IM 157 interface modules w Note Section 3.1 of the manual "Software Updates from PCS 7 V5.x to PCS 7 V6.0" states the following: "In order to utilize new V6 functions, you have to use the new IM or IM 157 and the new bus modules (6ES7195-7HD10-0XA0 or 6ES7195-7HD80-0XA0)." This statement applies to redundant, fault-tolerant systems. The bus module 6ES HA00-0XA0 can continue to be used in a nonredundant configuration. 12 Check the Y coupler w 13 Check the diagnostics repeater w 14 Install the operating system, requisite components and PCS 7 - refer to - the documentation on Process Control System PCS 7; PC Configuration and Authorization. Recommendation on the choice of operating system PCS 7 V7.0 SP1 must be installed in Windows XP Professional or Windows Server 2003 (depending on what the PC is used for) Note on the installation of PCS 7 Select the "Install" setup type in the setup. 15 Install Sybase Install a bugfix for Sybase Settings in the commissioning wizard Settings for the PC station Set the PC station to ES/OS Settings in the configuration console Settings in the component configurator Install PCS 7 Library V5.x (AS & WinCC blocks) Note: It is imperative that the blocks for the V5.x version are installed for the purposes of the upgrade. You only require the AS blocks during software updates without using new functions. If you wish to continue to use the "old" faceplates, the V5.x version faceplates must be installed on all the operator stations (server, client). 20 Install the PCS 7 driver blocks (Section on "Install PCS 7 Driver Blocks V6.0") Changes on the engineering system (ES) 21 Install additional libraries which are used AS 18 Commissioning Manual, 08/2008, A5E

19 Guide - Basic Procedure for Updating Software Step Action To be performed on: ES OS server OS client Manual Process Control System PCS 7; Software Updates With/Without Using New Functions (PCS 7 V6.x to V7.0 SP1) Note: In the case of software updates with new functions, use the PCS 7 version 7.0 libraries instead of the PCS 7 V6.x libraries during software updates. 22 Retrieve a PCS 7 project and insert it into a multiproject w Create a multiproject with the PCS 7 wizard Insert an existing project into the multiproject Note: The S7 program is no longer available for selection in screen 2/4 of the project wizard. Apply the defaults. 23 Project migrator - - Note: The following requirements apply, contrary to the description in the manual: The PCS 7 project which is to be updated has to be updated to PCS 7 V5.1 at least. The OS is created in PC stations. RT data is not updated on the ES. It has to be updated on the OS server on which it has been saved. This involves installing Sybase 7, including the bugfix, on this OS server for the purposes of the update and then deinstalling it again. Sybase 7, including the bugfix, are installed on the PC on which the software update has been performed. 24 Check the PH consistency. Manual Process Control System PCS 7; Software Updates With/Without Using New Functions (PCS 7 5.x to 6.0) 25 Create an engineering station. Note: If you have created an engineering station in your project, skip the section "How to Create a New Multiproject with the PCS 7 Wizard". 26 Enable the S7-Runtime Manager. Note: PCS 7 V7.0 SP1 must be installed, contrary to the description in the manual. Manual Process Control System PCS 7; Software Updates With/Without Using New Functions (PCS 7 V6.x to V7.0 SP1) 27 Make adaptations following changes in hardware Configure the exchanged hardware Set the CPU properties Configure the icons Handle GSD files 28 Create the global declarations. w AS Commissioning Manual, 08/2008, A5E

20 Guide - Basic Procedure for Updating Software Step Action To be performed on: ES OS server OS client 29 Check and adapt the connection data. 30 Convert the CFC/SFC charts. 31 Copy the V5.x blocks from all the AS to the master data library Note: The following lower-level multi-instance data blocks (SFBs = system function blocks) must be available offline in the block folder: ALARM_8P NOTIFY_8P NOTIFY RALRM BSEND BRCV RDREC w 32 Replace the V5.x blocks in the master data library with PCS 7 V7.0 w blocks. 33 Edit the texts in faceplates. 34 Update the block types in the project. w 35 Take due account of the special features when updating PA blocks. w 36 Compile the CFC charts. w 37 Enable the new functions: Enable the identification of the secondary values for HART devices Replace the motor starter blocks with ET 200S w AS 38 OS project editor: Replace the following objects: Basic OS pictures Local PC actions Faceplates 39 Replace the controls with picture objects (recommended for better PCS 7 performance) 40 Update the picture objects. w 41 Create the new stations: Central archive server Maintenance station PCS 7 OS web option w 42 Open and save the OS redundancy dialog box. 43 Read the instruction on using scroll bars. 44 Check the time settings. 45 Update the lifebeat monitoring. 20 Commissioning Manual, 08/2008, A5E

21 Guide - Basic Procedure for Updating Software Step Action To be performed on: 46 Check the OS target path. 47 Specify the compilation mode. 48 Compile the OS. 49 Adapt the OS client. 50 Convert the single clients From PCS 7 V7. 0 onwards, no OS single clients are supported by PCS 7. OS clients must be used in the project. ES OS server OS client Install the library for the saved project Adjustments on the operator stations 52 Install any additional libraries which are used on all the operator stations Note: You only have to carry out this step if you wish to continue to use V5.x controls (faceplates/ocx). - w 2 w 2 - Downloading the PLCs If blocks from the PCS 7 Library V70 are used, the PLCs have to be fully downloaded which involves stopping the AS. 53 Download the PLCs: Download the connection and configuration data from NetPro into the ES. Download the connection and configuration data from NetPro into the AS. Download the S7 program into the AS. Download the connection and configuration data from NetPro into the OS server. Download the OS server projects. Download the OS client projects. AS - - Enabling systems 54 Check the settings on the OS servers Enable the OS servers Check the settings on the OS clients Enable the OS clients Only if faceplates from PCS 7 V5.x are used. Commissioning Manual, 08/2008, A5E

22 Guide - Basic Procedure for Updating Software 22 Commissioning Manual, 08/2008, A5E

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