Siemens Automation Products

Transcription

1 Preface Fundamental safety instructions 1 SINUMERIK SINUMERIK Integrate Manual Introduction 2 Logging on to SINUMERIK Integrate 3 Filtering machines 4 Establishing a connection and diagnostics 5 Machine information 6 Setting up functions 7 Organizational tasks 8 Statistics/export 9 Management 10 Appendix A Valid for controller: SINUMERIK 840D, SINUMERIK 840D sl/ 840DE sl Software SINUMERIK Integrate, version 4.1, SP6 (local), version 4.13 SP6 Siemens Automation Products 03/2017 A5E B-AB

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: Trademarks 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. 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 A5E B-AB P 03/2017 Subject to change Copyright Siemens AG All rights reserved

3 Preface SINUMERIK documentation The SINUMERIK documentation is organized into the following categories: General documentation/catalogs User documentation Manufacturer/service documentation Additional information You can find information on the following topics at the following address ( support.industry.siemens.com/cs/de/en/view/ ): Ordering documentation/overview of documentation Additional links to download documents Using documentation online (find and search in manuals/information) If you have any questions regarding the technical documentation (e.g. suggestions, corrections), please send an to the following address mysupport/documentation At the following address ( you can find information on how to create your own individual documentation based on Siemens' content, and adapt it for your own machine documentation. Training At the following address ( you can find information about SITRAIN (Siemens training on products, systems and solutions for automation and drives). FAQs You can find Frequently Asked Questions in the Service&Support pages under Product Support ( SINUMERIK You can find information about SINUMERIK at the following address ( sinumerik). Siemens Automation Products Manual, 03/2017, A5E B-AB 3

4 Preface Target group This publication is intended for: Project engineers Technologists (from machine manufacturers) System and machine commissioning engineers Programmers Benefits The function manual describes the functions so that the target group knows them and can select them. It provides the target group with the information required to implement the functions. Standard scope This documentation only describes the functionality of the standard version. Additions or revisions made by the machine manufacturer are documented by the machine manufacturer. Other functions not described in this documentation might be executable in the control. This does not, however, represent an obligation to supply such functions with a new control or when servicing. For the sake of simplicity, this documentation does not contain all detailed information about all types of the product and cannot cover every conceivable case of installation, operation, or maintenance. Technical Support Country-specific telephone numbers for technical support are provided in the Internet at the following address ( in the "Contact" area. 4 Manual, 03/2017, A5E B-AB

5 Table of contents Preface Fundamental safety instructions General safety instructions Industrial security Introduction Operating concept Explanation of icons Logging on to SINUMERIK Integrate Default setting Logging a user onto the PC Logging a user onto the machine Filtering machines Establishing a connection and diagnostics Connection to the machine Connecting a machine Editing master data Uploading the alarm model Synchronizing the machine Disconnecting a machine Repetition strategy Prolog and epilog program Cooperation areas Releasing a machine to an organization Machines in a cooperation area Client diagnostics Configuring 1:n connections Machine information Machine overview Current control software Machine events Filter and display machine events Display event Evaluate workflow actions Evaluate diagnostic action Evaluate trigger conditions Files HMI action log...62 Siemens Automation Products Manual, 03/2017, A5E B-AB 5

6 Table of contents Machine data NC status data Feedback messages to PLC PLC trace PLC data blocks Variable monitors Archives Time series (measuring series and variable monitors) Analysis at the PC Operate diagram Circularity test Equability test Universal axis test (UAT) Variable monitor Deleting measurements and data points Performing a measuring series Prerequisites for performing the test Prolog and epilog program for a measurement Programming example Commissioning measurements Release protocol Contour test Archives Displaying archives Importing archives Export archives Importing archives to the machine Maintenance - Maintenance jobs Fault services - report fault Setting up functions Maintenance Maintenance schedules Variable monitors Configure the variable monitors Edit/create variable Configure measuring series Equability test Circularity test Universal axis test Configuring test series Prolog and epilog program for a measurement User-defined variable Display user-defined variables Edit user-defined variable Fault services Control monitors Display control monitors Creating/editing control monitors Replacing addresses in notifications Create conditions Manual, 03/2017, A5E B-AB

7 Table of contents Creating/editing a machine trigger Alarm group PLC triggers PLC timeout triggers Trigger on a new value of a user-defined variable Combined machine trigger Fault message at HMI Time-based trigger Variable triggers Trigger on synchronization Trigger on control monitor script error (only for troubleshooting) Creating/editing a server trigger A measurement of a measuring series reaches a limit value Trigger on due maintenance tickets Variable monitor reaches limit value Cyclic trigger on variable monitor Fault message on the PC Time-based trigger Workflow actions Notifying persons Create maintenance schedule Diagnostic actions Global settings PLC and NC settings Notification limitation Copying function settings Copy functions from machines Copy functions to multiple machines Client-server communication Synchronization times Offline synchronization Preparing data for download to the machine Organizational tasks Maintenance jobs Selecting a maintenance job at the machine Opening a maintenance job on the PC Performing a maintenance job at the machine Service cases Displaying service cases Creating/editing a service case Requesting fault processing Statistics/export Multi-machine views Machine events Summary of the machine events Measuring series Selecting measuring series for the comparison Representing a measuring series as diagram Siemens Automation Products Manual, 03/2017, A5E B-AB 7

8 Table of contents Variable monitors Comparing configurations Compare installed components Import Active import processes Import with HMI-Advanced Import with SINUMERIK Operate Importing a file Import directory (requires ActiveX) Export - Export of PLC data Overviews - Synchronization overview Management A 10.1 Organization management Addresses Users Machines Machine overview Create/edit machine Create a machine as a copy Editing the master data of a machine Organizational data Download areas Personal settings Appendix A.1 Useful functions of the various device classes A.2 s of the various roles (matrix of authorizations) A.3 List of abbreviations Index Manual, 03/2017, A5E B-AB

9 Fundamental safety instructions General safety instructions WARNING Danger to life if the safety instructions and residual risks are not observed If the safety instructions and residual risks in the associated hardware documentation are not observed, accidents involving severe injuries or death can occur. Observe the safety instructions given in the hardware documentation. Consider the residual risks for the risk evaluation. WARNING Danger to life or malfunctions of the machine as a result of incorrect or changed parameterization As a result of incorrect or changed parameterization, machines can malfunction, which in turn can lead to injuries or death. Protect the parameterization (parameter assignments) against unauthorized access. Respond to possible malfunctions by applying suitable measures (e.g. EMERGENCY STOP or EMERGENCY OFF). Siemens Automation Products Manual, 03/2017, A5E B-AB 9

10 Fundamental safety instructions 1.2 Industrial security 1.2 Industrial security Note 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 represent one component of such a concept. The customer is responsible for preventing 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: Industrial security ( 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 at: Industrial security ( WARNING Danger to life as a result of unsafe operating states resulting from software manipulation Software manipulations (e.g. viruses, trojans, malware or worms) can cause unsafe operating states in your system that may lead to death, serious injury, and property damage. Keep the software up to date. Incorporate the automation and drive components into a holistic, state-of-the-art industrial security concept for the installation or machine. Make sure that you include all installed products into the holistic industrial security concept. Protect files stored on exchangeable storage media from malicious software by with suitable protection measures, e.g. virus scanners. 10 Manual, 03/2017, A5E B-AB

11 Introduction 2 What is SINUMERIK Integrate? SINUMERIK Integrate supports the maintenance, service, production planning and production of machine tool manufacturers and manufacturing companies. This is done using software services that are available both on the CNC and on the PC. In addition to a control system at the CNC machine corresponding to the specifications, plantwide networking must be setup for the applications with access to the local server. SINUMERIK Integrate includes the following application, for example: SINUMERIK Integrate Analyze MyCondition Analyze MyCondition () provides test cycles for equability, circularity and universal axis tests. The test parameters can be defined centrally and configured with appropriate warning limits. Further, using a series of measurements, trends can be identified and these can be utilized as basis to optimize maintenance and service activities. In addition, Analyze MyCondition offers a continuous acquisition of data in the manufacturing process. It also supports the reporting of parameters about wear and tear of mechatronic components. The current machine status is documented using the following events and data: Alarms, PLC events, time intervals, combinations of machine signals Violation of the limit value and exceeding the interval value Measuring/test series and utilization monitors Manual help request by the machine operator in the event of faults HMI action log, machine data, NC status data PLC trace, PLC data blocks Certain files (e.g. log files) of the control Notifications via or through service cases initiate service and maintenance procedures. Maintenance activities are planned, monitored and documented directly on the machine. The notifications can respond to all event sources. Note SMS notification not possible SMS notification is not possible in local operation! Siemens Automation Products Manual, 03/2017, A5E B-AB 11

12 Introduction 2.1 Operating concept 2.1 Operating concept Overview SINUMERIK Integrate opens with the "Machine information" window. The functions are subdivided into five main categories that can be accessed via tabs. The "Machine information" tab and "Set up functions" tab always apply to the selected machine. Note The availability of the individual functions depending on the device class used is described in Appendix (Page 311). Details of the functions can be found in the related chapters. Tab Machine information (Page 51) Setting up functions (Page 115) Organizational tasks (Page 231) Statistics/export (Page 251) Management (Page 287) The "Machine information" tab contains important information on a particular selected machine. It is divided into the following areas: Machine overview (Page 52) Maintenance - Maintenance jobs (Page 107) Fault services (Page 150) You can make all settings for the selected machine on the "Configure functions" tab. It is divided into the following areas: Maintenance (Page 117) Fault services (Page 150) Global settings (Page 209) Copying function settings (Page 214) Client-server communication (Page 224) The "Organization tasks" tab provides functions and services for all machines of an organization. The "Statistic/Export" tab is used to create functions and services for all machines of an organization. It is divided into the following areas: Multi-machine views (Page 252) Import (Page 277) Export - Export of PLC data (Page 284) Overviews - Synchronization overview (Page 285) The "Statistics/export" tab is used to create functions and services for the settings of an organization. It is divided into the following areas: Organization management (Page 288) Personal settings (Page 309) 12 Manual, 03/2017, A5E B-AB

13 Introduction 2.1 Operating concept Button Select machine Help Click "Select machine" to select a machine. All machine-related views and configurations require a machine or machine group to be selected. The selection menu of a machine or machine group is displayed again with the setting of the last use, see Chapter: Filtering machines (Page 25) Click "Help" to call the help menu with descriptions of the functions. Figure 2-1 Tabs and buttons Siemens Automation Products Manual, 03/2017, A5E B-AB 13

14 Introduction 2.2 Explanation of icons 2.2 Explanation of icons Display of the icons Icon The configuration has been changed and is reactivated only after a synchronization. Activate selection Filter ranges selected Filter options Maintenance job is saved Icons for the control monitor / event Machine trigger Server trigger Trigger on alarm group PLC trigger PLC timeout trigger Trigger on variable monitor Trigger on a new value of the user-defined variables Time-based trigger Fault message Trigger on synchronization Variable monitor Maintenance job due Control monitor System event Conditions Workflow actions Machine conditions notifications SMS notification is not possible in local operation! Maintenance job Diagnostic actions Upload files Upload HMI action log Upload machine data Upload NC status data 14 Manual, 03/2017, A5E B-AB

15 Introduction 2.2 Explanation of icons Icon Feedback messages to PLC Upload PLC data blocks Create and upload archive Connection state of the machine: Active and connected Active, not connected Inactive Active, connected third-party machine Login from the operator panel Direct login not possible Icons for classification of the maintenance schedule Equability axis test Displayed in color: Unchecked equability axis test Time/measuring series Circularity test with maintenance job Displayed in color: unchecked circularity test Test series All jobs without axis tests (manual) Universal axis test Display and operator control Use further icons to inform yourself about the machine state and edit data. Icon New Open Copy Duplicate Delete Opens a menu with additional information Send file as attachment Calendar function Mark file as safety note Siemens Automation Products Manual, 03/2017, A5E B-AB 15

16 Introduction 2.2 Explanation of icons Icon Export Print Minimize display Maximize display Show or hide variables 16 Manual, 03/2017, A5E B-AB

17 Logging on to SINUMERIK Integrate Default setting Overview Important default settings are configured automatically while the server is being installed. This includes: domain (depending on the application, e.g. ) Organization (ORG) Users of the organization (IBN, ADMIN) You can login immediately as user, see the following chapters: Logging a user onto the PC (Page 18) Logging a user onto the machine (Page 22) References For additional information, see Chapter: Management (Page 287). Siemens Automation Products Manual, 03/2017, A5E B-AB 17

18 Logging on to SINUMERIK Integrate 3.2 Logging a user onto the PC 3.2 Logging a user onto the PC Logging in a user You can log into SINUMERIK Integrate as "IBN" or "ADMIN" user. Note The "IBN" user has administration and configuration rights. The "ADMIN" user has administration rights. Login as "IBN" or "ADMIN" 1. Call SINUMERIK Integrate via WebService URL of your server. Open the web browser and enter the following link: address or hostname>/mcis_if/pc - OR - If a secured link (HTTPS) has been setup, then enter this link: address or hostname>/mcis_if/pc 2. Enter "ibn" or "admin" as the password in the appropriate input field and confirm with "OK". Figure 3-1 Entering a password 3. The "Machine information" tab opens. Enter a new password in the "Password" input field under "User data". Observe the password rules specified in the left-hand window. Figure 3-2 Changing the password 18 Manual, 03/2017, A5E B-AB

19 Logging on to SINUMERIK Integrate 3.2 Logging a user onto the PC 4. Once the password has been changed successfully, an appropriate dialog box is displayed. Confirm with "OK". - OR - The system will issue an error message if you enter incorrect user data five times in succession. The user data can be user name, password or organization. Your user account is then blocked for 30 seconds. Re-enter your user data once the blocking period has expired. Figure 3-3 User data entered incorrectly Figure 3-4 User account blocked Note Blocking the IP address The blocking of the user account is linked to the currently valid IP address. Example: If user A at client 1 entered incorrect data five times in succession, then user A of client 1 cannot log in to the user account for 30 seconds. For the other users B and C, client 1 is also blocked. The blocking, however, does not affect user B on client 2. Siemens Automation Products Manual, 03/2017, A5E B-AB 19

20 Logging on to SINUMERIK Integrate 3.2 Logging a user onto the PC 5. Read the privacy terms of the machine owner's organization. Activate checkbox "I agree" and click "OK". Note Privacy terms If you do not accept the privacy terms, you are automatically logged out from the server and must log in again. Figure 3-5 Data privacy guidelines 6. You are now logged into the server. The "Machine Information" window is displayed. 20 Manual, 03/2017, A5E B-AB

21 Logging on to SINUMERIK Integrate 3.2 Logging a user onto the PC Figure 3-6 Machine information Siemens Automation Products Manual, 03/2017, A5E B-AB 21

22 Logging on to SINUMERIK Integrate 3.3 Logging a user onto the machine 3.3 Logging a user onto the machine You have the capability of changing your password as per the specified guidelines. Procedure 1. Start "SINUMERIK Integrate" on the control. 2. Login with user name, password and organization. 3. Press the "OK" softkey. 4. Under Start, select "Home". The "Home" window is opened. 5. Press the "Change password" softkey Figure 3-7 Changing the password 6. Enter the new password. 7. Repeat the new password. 8. Press the "OK" softkey to confirm the password change. Figure 3-8 Enter password 22 Manual, 03/2017, A5E B-AB

23 Logging on to SINUMERIK Integrate 3.3 Logging a user onto the machine Auto login If the administrator has activated the "Auto Login" function for the MO when the machine was set up, it will enable the user to log on to SINUMERIK Integrate without specifying a user name or organization. Siemens Automation Products Manual, 03/2017, A5E B-AB 23

24 Logging on to SINUMERIK Integrate 3.3 Logging a user onto the machine 24 Manual, 03/2017, A5E B-AB

25 Filtering machines 4 SINUMERIK Integrate provides various filter and search functions in order to find the desired machines quickly. Filter options You can use the following filter possibilities for the simple and fast search. Filters can be set for all relevant information about the machines. Filter machines +/- Click the plus/minus icon to display or hide filter criteria. Free text filter Master data Manufacturer Customer Filters machines using a search criterion. If you enter several search criteria, separate the criteria with a line break. Select in the dropdown list the machine master data to be filtered: All Machine ID Manufacturer number Internal name Manufacturer's name To display machines unfiltered, the input field must be empty. Delete all entries in the input field. Activate the appropriate checkboxes to filter the desired current details concerning the state of the machines. The following options are available: Active machines Inactive machines Connected machines Disconnected machines Own machines External machines SINUMERIK S7 IPC 4 (version) Select all Activate the appropriate checkboxes to filter the manufacturers documented in the master data. Activate the appropriate checkboxes to filter the customers documented in the master data. Siemens Automation Products Manual, 03/2017, A5E B-AB 25

26 Filtering machines Button Filter Click "Filter" to activate the selection. The overview is updated. If an asterisk "*" is displayed next to the button, the filter settings have been changed. Selecting a machine Select a range of machines in the drop-down list: All machines Partner for external machines Partner for own machines Activate the appropriate checkbox to select the desired machines. Button Select group Click on the "Select group" button to define all of the machines that are marked with checkmarks as a group. This group will be used in all menus for views and functions with multiple machines. If an asterisk "*" is displayed next to the button, the filter settings have been changed. Figure 4-1 Selecting a machine 26 Manual, 03/2017, A5E B-AB

27 Establishing a connection and diagnostics Connection to the machine To use SINUMERIK Integrate on a control, perform the following steps: Procedure 1. The administrator creates a machine with the associated master data on the server, see Chapter: Organization management (Page 288) 2. The machine will be registered. The server assigns an identifier that allows the machine to be uniquely identified, see Chapter: Connecting a machine (Page 28) 3. Edit the master data of the machine, see Chapter: Editing master data (Page 33) 4. Upload the alarm model, see Chapter: Uploading the alarm model (Page 33)- This procedure is only applicable for controls with the "HMI-Advanced" operating software. 1. Synchronize the machine, see Chapter: Synchronizing the machine (Page 34) 2. Define a repetition strategy should the connection to the Internet fail, see Chapter: Repetition strategy (Page 39) - Is only applicable for controls with the "HMI Advanced" operating software. Siemens Automation Products Manual, 03/2017, A5E B-AB 27

28 Establishing a connection and diagnostics 5.1 Connection to the machine Connecting a machine Procedure 1. Start "SINUMERIK Integrate" on the control. 2. Login with user name, password and organization. Press the "OK" softkey. Figure 5-1 Login SINUMERIK Integrate 28 Manual, 03/2017, A5E B-AB

29 Establishing a connection and diagnostics 5.1 Connection to the machine 3. The "Home" window is opened. Press the "Select" softkey next to "Management" to connect a machine with the server. Figure 5-2 Machine logged in Siemens Automation Products Manual, 03/2017, A5E B-AB 29

30 Establishing a connection and diagnostics 5.1 Connection to the machine 4. Press the "Select" softkey next to "Connect machine to the server" to start a connection to the server. Figure 5-3 Connect machine with the server 5. Press the "Select" softkey next to "Connect the machine to the database" to establish a connection to the database. Figure 5-4 Connect machine with the database 30 Manual, 03/2017, A5E B-AB

31 Establishing a connection and diagnostics 5.1 Connection to the machine Select machine You have the following options for selecting the machine: 1. Enter the machine ID directly and press the "Select" softkey. - OR - 2. Press the "Select" softkey next to "Select the machine from a list". A list with the previously defined machines is displayed. Use the "Scroll forwards" and "Scroll backwards" softkeys to navigate in the complete list. Click the desired machine and press the "Open" softkey. The machine master data is displayed. Press the "Change entry" softkey to change the machine ID. Press the "OK" softkey to start the load operation. - OR - 3. Press the "Select" softkey next to "Select the machine by company". An overview of the companies with all machines and with connected machines is displayed. Use the "Scroll forwards" and "Scroll backwards" softkeys to navigate in the complete list. Select the desired company and press the "Open" softkey. The machines are displayed. Select the desired machine and press the "Open" softkey. The machine master data is displayed. Press the "Change entry" softkey to change the machine ID. Press the "OK" softkey to start the load operation. Figure 5-5 Select machine Siemens Automation Products Manual, 03/2017, A5E B-AB 31

32 Establishing a connection and diagnostics 5.1 Connection to the machine Connecting a machine 1. The machine is selected and the components shown. 2. Press the "OK" softkey to connect this machine with the database. Figure 5-6 Connection to the machine - confirmation prompt 3. You receive a confirmation message once the connection has been established. 4. Press the "OK" softkey to delete confirm the message. Figure 5-7 Connection to the machine - success message 32 Manual, 03/2017, A5E B-AB

33 Establishing a connection and diagnostics 5.1 Connection to the machine Editing master data You have the option of editing the master data of a machine. Procedure 1. Press the "Master data" softkey. The "Machine master data" window opens. 2. Place the cursor in the text field that you want to change. 3. Press the "Change entry" softkey. 4. Enter the new machine ID, company or location and press the "OK" softkey. Figure 5-8 Editing the master data of the machine Uploading the alarm model To display the alarm messages in the set language on the browser, the language-related alarm text must be loaded from the server. Note For HMI-Advanced only This procedure is only applicable for controls with the "HMI-Advanced" operating software. Prerequisite The machine is connected. Siemens Automation Products Manual, 03/2017, A5E B-AB 33

34 Establishing a connection and diagnostics 5.1 Connection to the machine Procedure 1. Press the "Select" softkey next to "Upload alarm model" to make the messages available for the machine or to update an existing version. Figure 5-9 Uploading the alarm model Synchronizing the machine Synchronization transfers the defined configurations, such as alarm notifications and trigger events, from the server to the machine, and activates them. 34 Manual, 03/2017, A5E B-AB

35 Establishing a connection and diagnostics 5.1 Connection to the machine Procedure 1. Press the "Synchronize machine" softkey to start the procedure. Figure 5-10 Synchronizing the machine 2. After completion of the synchronization, you receive a success message and special information about the synchronization. Figure 5-11 Triggering synchronization Disconnecting a machine If a machine should no longer supply data to the server, you disconnect the machine at the control and at the PC from the server and the database. Siemens Automation Products Manual, 03/2017, A5E B-AB 35

36 Establishing a connection and diagnostics 5.1 Connection to the machine Procedure at the control 1. Press the "Select" softkey next to "Disconnect" to disconnect the machine from the database: Figure 5-12 Disconnecting a machine 2. A prompt appears. Press the "OK" softkey to confirm the disconnection. Figure 5-13 Confirming disconnection 3. You see the disconnection process. After disconnection, all the information regarding the database has been removed from the local hard disk of the PCU: 36 Manual, 03/2017, A5E B-AB

37 Establishing a connection and diagnostics 5.1 Connection to the machine Figure 5-14 Information about the disconnection Note After the disconnection from the server If a machine operator contacts SINUMERIK Integrate with a machine that was disconnected at the server side from the database, a message is displayed informing the operator that this machine is disconnected from the server. All actions of the client are canceled, and disconnection is initiated at the client. Siemens Automation Products Manual, 03/2017, A5E B-AB 37

38 Establishing a connection and diagnostics 5.1 Connection to the machine Procedure at the PC 1. The "Management" > "Edit master data from..." > "Settings" tab shows the machine settings. Click "Disconnect machine" to disconnect the machine from the database. Figure 5-15 Disconnecting a machine at the PC 2. A prompt requests whether you really want to disconnect the machine from the database. Button OK Cancel Click "OK" to disconnect the machine from the database. Click "Cancel" to close the window without disconnecting the machine. Figure 5-16 Confirming disconnection at the PC 38 Manual, 03/2017, A5E B-AB

39 Establishing a connection and diagnostics 5.1 Connection to the machine Repetition strategy In the repetition strategy you define how the client should behave if the communication via Internet with the server fails. You can activate and deactivate the repetition strategy and define when the repetition strategy will be started. Note For HMI-Advanced only This procedure is only applicable for controls with the "HMI-Advanced" operating software. Procedure 1. Activate the "Active" checkbox under "Status" to set the input time. 2. Next to "1st" to "5th repetition after", enter the time intervals after which access to the Internet will be repeated. Select the following time unit in the dropdown list: Minutes Hours Days 3. Then activate the "inactive" checkbox under "Status" to activate the repetition strategy. Figure 5-17 Configuring the repetition strategy Siemens Automation Products Manual, 03/2017, A5E B-AB 39

40 Establishing a connection and diagnostics 5.1 Connection to the machine Prolog and epilog program The prolog and epilog program is reloaded into the control with the name "N_EPS_PROLOGEPILOG_SPF" every time a test is run. Procedure 1. Press the "Select" softkey next to "Configure functions" to open the "Prolog and epilog for the measurement execution" window. 2. The program editor opens and shows the content of "N_EPS_PROLOGEPILOG_SPF". Figure 5-18 Example of a prolog and epilog program 40 Manual, 03/2017, A5E B-AB

41 Establishing a connection and diagnostics 5.2 Cooperation areas 5.2 Cooperation areas The "Cooperation area" function makes a machine by its owner organization available for other organizations. This allows experts from different organizations to cooperate efficiently when performing troubleshooting on a machine. Prerequisite The organization to which a machine will be released for use must be set up as OEM service organization. Overview Each person involved can access the released machine like a machine in their own organization. This applies with just a few exceptions: "Administrator, service engineer" or "Machine operator", also see Chapter: s of the various roles (matrix of authorizations) (Page 315). Figure 5-19 How the cooperation area functions "Cooperation area between machine OEM and end user"; the machine tool is located on the end user's premises but is managed by the OEM (e.g. during the warranty period). This function permits cooperation between companies (machine manufacturers, machine users, external service providers). The release is not only limited to another partner; rather it can be connected to a machine in many organizations. The release mechanism is designed to permit short-term releases for eliminating urgent faults as well as long-term releases, e.g. for maintenance by an external service provider. Siemens Automation Products Manual, 03/2017, A5E B-AB 41

42 Establishing a connection and diagnostics 5.2 Cooperation areas Releasing a machine to an organization Overview After a machine has been created in SINUMERIK Integrate, it is always assigned to one organization. Depending on their assigned user roles, the users in the organization can access the functions of the machine. The administrator can use the "Cooperation area" function to release a machine of the own organization for use by another organization. Note In this documentation, source organization designates the organization that releases a machine. In this documentation, target organization designates the organization to which a machine is released. The administrator in the source organization specifies release privileges to control the type of access in the target organization. Machine function rights may be further limited in the target organization by the user roles that apply there. A machine can by released only by the administrator in the source organization. A further release by the target organization to other organizations is not possible. Consequently, the administrator in the source organization always retains the control over which other organizations can access its machines, data, and settings. The administrator in a target organization must define a release password so that machines from other organizations can be accepted in a target organization. The target organization administrator discloses the release password together with the name of its organization to the administrator in the source organization. Thus he allows the users in the other organization to release machines to his organization. NOTICE Communicating a password The release password and organization name must not be communicated via SINUMERIK Integrate, e.g. by phone, fax, or encrypted . Under no circumstances can the current password for the generic "Administrator" account be used as the release password for the "Cooperation area" function. Otherwise, unauthorized users can access your data. As soon as the administrator in the source organization has received the release password and the name of the target organization, he enters this data and can release machines in his organization to the target organization with immediate effect. A machine can be released in several target organizations simultaneously. Once the machine of the target organization has been released, the target organization administrator can enter an own name in the "Machine ID" input field (Machine Alias) with which users of the own organization can find the machine. Any changes to the settings made by any participants either in the source organization or target organization will be effective on the machine. The configurations (control monitors, PLC and NC performance monitors, etc.) and user data (uploaded data, archives, etc.) that result from the use are always assigned to the machine. By consulting the machine list, users can easily find out at any particular time whether the machine on which they are currently 42 Manual, 03/2017, A5E B-AB

43 Establishing a connection and diagnostics 5.2 Cooperation areas working belongs to their own or an external organization (machine list divided up according to organizations). The users in the source organization see in which organizations the machine has been released. The users in the target organization see from which organization the machine has been made available. This applies to the user roles administrator, commissioning engineer, and service engineer on a PC; users on the control are unable to see that it is an external machine. To end cooperation, either the administrator in the source organization can remove the machine from the cooperation area (cancel access right of other organization) or the administrator in the target organization rejects the machine from the cooperation area. In both cases, the administrators can choose whether the recipients in the target organization will be removed from the notification configuration of the machine or whether they are kept. The other settings (configuration of monitors, service case notification configuration, etc.) are kept on the machine. Figure 5-20 Multiple release of machines Cooperation area between one end user with a large machine park and various OEMs or service providers. A machine can be released simultaneously in several organizations (machine "Mach 1" surrounded by thick border). As soon as the machine has been removed from the cooperation area, the users in the target organization cannot access the data of the machine until it is released again. If recipients in the target organization are still used in the notification configuration of the machine, they will continue to receive service case notifications, etc. if an alarm occurs unless they were deleted in the source organization. Siemens Automation Products Manual, 03/2017, A5E B-AB 43

44 Establishing a connection and diagnostics 5.2 Cooperation areas Machines in a cooperation area The limitations and special aspects of the functions of SINUMERIK Integrate that result from the immediate use of a machine via a cooperation area are described in the following sections. Machine tree The machine ID used by the partner can be viewed in the machine tree views in the machine selection or machine management for machines in the cooperation area: "Partner of external machines" view (machines that the organization of the user can access when granted release) "Partner of own machines" view (machines released by the organization of the operator) This ensures that the machine can always be clearly identified, e.g. during a hotline call. The partner's valid machine ID is displayed in the "Partner ID" field. Managing / releasing machines For security reasons, a machine can only be released by the administrator of the source organization. The administrator always keeps control over which other organizations can work with his or her machines. Consequently, the administrator of a target organization cannot release a machine released via the cooperation area to other organizations. Deleting/deactivating machines Only the administrator of the source organization can delete a machine from the server. Only the administrator can activate/deactivate the machines and change or re-release the machine master data. The administrators of the source organization and the target organization can change the master data of a machine released via a cooperation area. These changes do not affect the other organization, so both organizations keep separate versions of machine master data (for example, if they use different naming and numbering systems). The users of a target organization can only access the configuration and user data of a machine while it is released to their organization. If a machine is removed from the cooperation area by one of the administrators of the source or target organization, its users can no longer view or change that data. Recipients addresses for notifications A user can only enter the addresses from the address book of his or her own organization in a list of notification recipients. A user can remove all the existing addresses from a list of recipients, even if they originate from another organization. A user has no access to the address books of other organizations and cannot change the content of external recipient addresses (address book entry). 44 Manual, 03/2017, A5E B-AB

45 Establishing a connection and diagnostics 5.2 Cooperation areas Upgrading the server software version The server software version of the machine can only be upgraded by the administrator of the source organization. Reading/processing service cases Service cases (synonym: trouble tickets), generated, for example, by a request to process a fault, can be read or processed by any organization that has access to the machine. Users of target organizations that access an external machine via a cooperation area can create service cases for this machine using the "Create service case" function. Connecting a machine and uploading the alarm model To link a control with the machine image on the server, the user at the control must be a member of the source organization of the machine. Siemens Automation Products Manual, 03/2017, A5E B-AB 45

46 Establishing a connection and diagnostics 5.3 Client diagnostics 5.3 Client diagnostics During running operation, the user at the machine can use the "Client Diagnosis" application to analyze the client software. When the client diagnostics is started, a screen with the main diagnostic information required for an initial problem analysis appears. The user can also start a comprehensive diagnostics session and transfer detailed information to the server. Note For HMI-Advanced only This procedure is only applicable for controls with the "HMI-Advanced" operating software. of the function Softkey Client diagnostics Change file size Change session name Update Save data Start session Stop session Press the softkey to open the "Client diagnostics" window. Press the softkey to change the maximum file size of the log files. Press the softkey to change the name of the session. Press the softkey to refresh the "Client diagnostics" window. Press the softkey to save the data of the session. You can save the generated data on any storage medium provided it can be accessed online. The data is saved in a ZIP file. Enter a storage path and an archive name. You can also define a maximum ZIP archive size to simplify the transfer by . Send the ZIP file, e.g. to the OEM service or to the hotline. Press the softkey to start the diagnostic session. Rename any existing log files. Create new log files with maximum size details. Press the softkey to stop the diagnostic session. The following actions are performed: Buffer the script files. Buffer the log files generated during the session. Buffer the SETTINGS.INI Buffer a file with session information in XML format. Reset the log level to the default value. Restarting the client job For diagnostic purposes, restart the client jobs. After a safety query the jobs are restarted. 46 Manual, 03/2017, A5E B-AB

47 Establishing a connection and diagnostics 5.3 Client diagnostics Figure 5-21 Client diagnostics (example) Information of the client diagnostics The following status information is output: Diagnostic status: Off, On Maximum size of the log file in bytes Diagnostic name Figure 5-22 Status information The following configuration/diagnostic data is output: Summary Details Client configuration Interactive client Indicates whether or not a connection between the client and the Internet exists at the start of the diagnostics: Online/offline Shows further information. Indicates whether the installation is a 1:1 or a 1:n configuration. Shows for information and comparison purposes the URLs of the Web service and of the IAC. Siemens Automation Products Manual, 03/2017, A5E B-AB 47

48 Establishing a connection and diagnostics 5.3 Client diagnostics Internet access Shows the proxy configuration overview. Station Shows the following: The connection of a control with a database machine (connected / not connected). Web service The URL of the machine handler (for comparison with the URL of the IAC). Internet access The Proxy configuration overview. Active jobs The status of the active jobs. The status of the repetition strategy. Figure 5-23 Diagnostic data (example) Figure 5-24 Diagnostic data: Station (example) 48 Manual, 03/2017, A5E B-AB

49 Establishing a connection and diagnostics 5.4 Configuring 1:n connections 5.4 Configuring 1:n connections Each NCU of a 1:nN connection can be selected via a configuration tool and, like a standard machine, be connected to a database machine. The configuration tool is called up automatically during the client installation if a 1:n configuration is recognized. After installation, one instance of the Machine Handler service is started for each NCU selected. Note Every NCU selected must be connected to a separate database machine. Note For HMI-Advanced only This procedure is only applicable for controls with the "HMI-Advanced" operating software. of the function Station Name, type, NCK addr., PLC addr. Global Settings Log Data Settings Log Path: Offline Data Settings Offline Path SINUMERIK Integrate reads information from MMC.INI and NETNAMES.INI, and displays the contained information about the individual NCUs. After selection of the NCU, it is made available for SINUMERIK Integrate in order to permit the connection with a database machine. Directories for the log files are created under the path for the selected NCU. Directories for the offline data are created under the path for the selected NCU. Maximum directory size in MB: Base Path Path for offline data 1:N Move the slider to specify the maximum directory size for the offline data. Shows the selected path. Button Edit station... Click "Edit station..." to navigate in the file system of the NCU. Browse... Click "Browse...". A Windows window for navigation in the file system opens. Siemens Automation Products Manual, 03/2017, A5E B-AB 49

50 Establishing a connection and diagnostics 5.4 Configuring 1:n connections Button OK Click "OK" to save the configuration settings. When the control starts up, the associated "machine handlers" are automatically started in succession. Cancel Apply Saving the configuration Click "Cancel" to close the window without accepting the changes. Click "Apply" to add another configuration. Figure 5-25 Configuration settings 50 Manual, 03/2017, A5E B-AB

51 Machine information 6 Introduction The "Machine information" tab shows information about the selected machine regarding its maintenance and monitoring. The machine events of an individual machine are displayed similarly as for the multi-machine events. The events always apply to the selected machine. Overview Figure 6-1 "Machine information" tab The information is divided into the following areas: Machine overview (Page 52) Current control software (Page 52) Machine events (Page 53) Time series (measuring series and variable monitors) (Page 72) Archives (Page 97) Maintenance - Maintenance jobs (Page 107) Fault services - report fault (Page 113) Figure 6-2 Machine information Siemens Automation Products Manual, 03/2017, A5E B-AB 51

52 Machine information 6.1 Machine overview 6.1 Machine overview Current control software The "Machine information" > "Machine overview" > "Current control software" tab shows the versions of the software packages currently installed on the control. of the function Current control software Name Shows the currently installed control software: The display depends on the device class. Version For device class SINUMERIK, they are the NCU and operating software versions. Details Other data Figure 6-3 Current control software 52 Manual, 03/2017, A5E B-AB

53 Machine information 6.1 Machine overview Machine events Filter and display machine events The "Machine information" > "Machine overview" > "Machine events" tab shows a list of all events for the currently selected machine. A search and filter function simplifies the selection of the desired machine events. of the function The following events are acquired: Alarm or PLC events Fault processing request Cyclic events (time-based triggers) Violated time delay limits from PLC or NC utilization monitors Limit value violation for measuring series / test series Created NC/PLC archives You can view additional diagnostic information or triggered workflow service elements for each event and evaluate it - in some cases even graphically: Diagnostic data: Files (Page 61) HMI action log (Page 62) Machine data (Page 63) NC status data (Page 64) Feedback messages to PLC (Page 66) PLC trace (Page 66) PLC data blocks (Page 69) Variable monitors (Page 70) Archives (Page 70) Notifications: Transmitted notifications (SMS / ) Generated maintenance jobs To ascertain differences between machine data, NC status data, and data of the HMI action log, you can compare this data with data of the same type for several events on the same machine. Siemens Automation Products Manual, 03/2017, A5E B-AB 53

54 Machine information 6.1 Machine overview Filtering machine events Filter events You can use the following filter possibilities for the simple and fast search. Filters can be set for all relevant information about a machine event. +/- Click the plus/minus icon to display or hide filter criteria. Free text filter Control monitors Trigger events Filters machine events using a search criterion. If you enter several search criteria, separate the criteria with a line break. The filtering applies to the "Designation" and "Details" event data. To display events unfiltered, the input field must be empty. Delete all entries in the input field. Note: Localized alarm texts of the machine that were loaded to the server are also found, even if another language is currently set in the browser. Activate the appropriate checkbox to filter by specific or all control monitors. Activate the appropriate checkbox to filter specific trigger events. Multiple selection is also possible. The following filter options are available: Alarms PLC triggers PLC timeout triggers Triggers on a new value of a user-defined variable Variable triggers Combined machine triggers Time-based triggers Trigger on synchronization Trigger on control monitor script error (only for troubleshooting) Trigger when maintenance jobs are (over)due Cyclic triggers on NC monitor Cyclic triggers on PLC monitor Cyclic triggers on variable monitor PLC monitors reach limit value Variable monitors reach limit value Measurements reach limit value Fault messages on the HMI Fault messages on the PC Select all Note: The filter menu can be hidden to make it easier to evaluate the event history at lower screen resolutions. However, the filter settings still remain active. 54 Manual, 03/2017, A5E B-AB

55 Machine information 6.1 Machine overview Notifications Priority Event category Activate the appropriate checkboxes to filter the actions used in the control monitor. Multiple selection is also possible. The following filter options are available: notifications Maintenance jobs Select all Activate the appropriate checkboxes to filter the event priorities assigned by the user. The following filter options are available: Select all Activate the appropriate checkbox to limit the display of events to those created by the user with control monitors or automatically by SINUMERIK Integrate. The following filter options are available: Control monitor events System events Select all Button Filter Click "Filter" to activate the selection. The overview is updated. Filtered machine events Interval Activate the appropriate checkbox to filter events according to their interval. The following filter options are available: Total lifetime Last year Last 6 months Last 3 months Last month Last week Last day - OR - from... to Activate the checkbox to specify an arbitrary interval. Select the interval using the calendar function. Events x-y of z Shows the number of machine events. Siemens Automation Products Manual, 03/2017, A5E B-AB 55

56 Machine information 6.1 Machine overview << >> Shows the number of windows with direct selection. Date Icon column Control monitor / event Priority Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Activate the checkbox to select all machine events. Shows the time stamp. This column can be sorted in ascending or descending numeric sequence. Shows the icons of the control monitors and the events in the column. Shows the descriptive name. Shows the event priority of 0 to 5 specified by the user. Opens a window to view and compare further event details. Activate the checkbox to select individual machine events. Deletes after a prompt the event from the overview. Button Filter Delete all Delete Click "Filter" to display all events that occurred in the set interval. Click "Delete all" to delete all filtered events. Click "Delete" to delete the control monitors/events selected using checkboxes. After you have pressed the "Delete all" or "Delete" button, you get the following information: Delete events Back If you check the option "Deleting even such events...", you also delete the events that are marked as "Must not be deleted" in the control monitor, e.g. for verification purposes. Notice: Diagnostic data generated with an event is also deleted; e.g. triggered Workflow Services items such as maintenance jobs, variable monitors, and archives! Click "Back" to return to the "Machine information" overview. 56 Manual, 03/2017, A5E B-AB

57 Machine information 6.1 Machine overview Figure 6-4 List view of machine events Display event In the detailed view of an event you see detailed information about the trigger event, the generated diagnostic data and the triggered workflow service elements it initiates. Details The detailed view of an event is divided into three areas: Evaluate trigger conditions (Page 60) Evaluate workflow actions (Page 58) Evaluate diagnostic action (Page 59) The visualization is performed analogous to the configuration of a control monitor except for the restricted editing functions. Note The detailed information displayed for a particular event depends on the event type. The time stamp is displayed for all event types. The time stamp is based on the time set on the machine, in order to achieve a true-to-life time reference for the event. of the function Control monitor Priority Shows the descriptive name. Shows the event priority of 0 to 5 specified by the user. Siemens Automation Products Manual, 03/2017, A5E B-AB 57

58 Machine information 6.1 Machine overview Time-based trigger Date (server) Date (client) Name/note Interval Workflow actions Name Diagnostic actions Name Shows the acquisition time with date and time of the server and client. Shows the description of the fault or the trigger type. Shows further information on the trigger. Shows information about the workflow actions, e.g. recipients of a notification. Note: Notifications cannot be edited. Opens the window in order to view additional details of the workflow actions. Shows an overview of the diagnostic actions. Opens the window in order to view additional details of the diagnostic actions. Button Back Click "Back" to return to the "Machine events" overview. If you are in the detail view, return to the "Event" view. Figure 6-5 Example of details, machine event Evaluate workflow actions Shows the workflow actions for the event, e.g. maintenance jobs or notifications. 58 Manual, 03/2017, A5E B-AB

59 Machine information 6.1 Machine overview of the function Name Shows the workflow actions for the event. Note: You cannot delete workflow elements from events that have already occurred, since these show the documentation history. Notifications, maintenance jobs and service cases also cannot be deleted. Opens the workflow action and shows you further information, see Chapter: Opening a maintenance job on the PC (Page 237) Button Back Click "Back" to return to the "Event" overview. Figure 6-6 Display of completed workflow actions Evaluate diagnostic action SINUMERIK Integrate provides tools for evaluating acquired diagnostic actions. These are either text viewers (e.g. for machine data) or contain graphic views (e.g. PLC trace). A tool for comparing data is available for diagnostic data types: machine data, NC status data, and HMI action log data. The details view can be used to view and evaluate detailed information for the recorded diagnostic actions. Overview Use the "Change to" dropdown list to switch quickly to the following diagnostic actions of an event: Files (Page 61) HMI action log (Page 62) Machine data (Page 63) NC status data (Page 64) Feedback messages to PLC (Page 66) PLC trace (Page 66) PLC data blocks (Page 69) Variable monitors (Page 70) Archives (Page 70) Siemens Automation Products Manual, 03/2017, A5E B-AB 59

60 Machine information 6.1 Machine overview Figure 6-7 Diagnostic actions Diagnostic actions Shows the diagnostic actions for the event. Designation Shows the names of the diagnostic actions. Opens the diagnostic action and shows additional information. Button Back Click "Back" to return to the "Event" overview. Figure 6-8 Diagnostic actions Evaluate trigger conditions The details view shows detailed information about the trigger event. of the function Control monitor Priority Time-based trigger Date (server) Date (client) Name Interval Control monitor - condition Workflow actions Name Shows the descriptive name. Shows the event priority of 0 to 5 specified by the user. Shows the acquisition time with date and time of the server and client. Shows the designation of the trigger type that the event triggers, e.g. time-based trigger. Shows the trigger behavior, e.g. time-based trigger. Shows the satisfied conditions that have enabled the initiation of the trigger. Shows information about the recipient of a notification. Note: Notifications cannot be edited. 60 Manual, 03/2017, A5E B-AB

61 Machine information 6.1 Machine overview Diagnostic actions Name Shows an overview of the diagnostic actions. Opens a window with further details for a diagnostic action. Figure 6-9 Representation of the trigger type Files The control files uploaded with a machine event can be viewed in the browser. of the function Date Event Control monitor Change to Files x-y of z Shows the date and time of the event. Shows a brief description of the event. Shows the designation of the control monitor. Select further diagnostic data from the drop-down list. Shows the number of files. << >> Shows the number of windows with direct selection. File name with complete path Opens a window to view and edit further file details. You can save the file to data media. The complete path and the file name are displayed. Note: The display type depends on the data type and the applications installed on your system. Pure text or HTML documents are displayed in a separate Web browser. Applications registered in the operating system are usually opened directly. You must save any files with unregistered data types and open them manually with your application. Button Back Click "Back" to return to the "Event" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 61

62 Machine information 6.1 Machine overview Figure 6-10 List of uploaded files HMI action log The HMI action log uploaded with a machine event can be viewed in the browser. You can compare the data with other HMI action logs of the function Date Event Control monitor Change to HMI action log Comparing data Shows the date and time of the event. Shows a brief description of the event. Shows the designation of the control monitor. Select further diagnostic data from the drop-down list. You can evaluate the content of an HMI action log in a text window. Note: The content of the HMI action log is defined via local settings on the control. The time stamp of the recorded information is generated from the PLC clock at the time of its occurrence. Opens a window to compare the HMI action log currently selected with another one. The system offers you a list of all available HMI action logs of the currently selected machine. The HMI action logs are shown in two horizontal windows next to each other. The event together with the event details and the time stamp are displayed for each HMI action log. Button Back Click "Back" to return to the "Event" overview. 62 Manual, 03/2017, A5E B-AB

63 Machine information 6.1 Machine overview Figure 6-11 HMI action log Machine data Machine data uploaded with an event can be viewed in the browser. You can compare the data with other machine data. of the function Date Event Control monitor Change to Machine data Shows the date and time of the event. Shows a brief description of the event. Shows the designation of the control monitor. Select further diagnostic data from the drop-down list. Shows for evaluation the content of the machine data in a table. You can select which channel you want to view machine data for. Note: Machine data without a channel reference is displayed in the first channel. The generated machine data does not contain any drive machine data. Siemens Automation Products Manual, 03/2017, A5E B-AB 63

64 Machine information 6.1 Machine overview Channel Comparing data Select in the dropdown list the appropriate channel for viewing the machine data. Click the arrow icon to compare the currently selected machine data record with another one. The system offers a list of all available machine data records of the currently selected machine. The machine data values are displayed side by side for each machine data item. A machine data item is highlighted when the values in the original data record and in the comparison data record differ. The event together with the event details and time stamp are displayed for each machine data record. It is possible to display only differences. The system then hides all machine data with identical values in the original data record and in the data record being compared. Note: Drive machine data is not compared. Button Back Click "Back" to return to the "Event" overview. Figure 6-12 Machine data NC status data The NC status data uploaded with a machine event can be viewed in the browser. You can compare the data with other NC status data. 64 Manual, 03/2017, A5E B-AB

65 Machine information 6.1 Machine overview of the function NC image Comparing data Shows for evaluation the content of the NC status data in a table. Notice: The NC status data reproduces the status of the relevant NC variables after occurrence of an event. For some events (e.g. RESET alarms) there is a danger of misinterpretation as the event itself influences the variable value. Example: The pointer to the current block is reset by an alarm. Opens a window to compare the NC status data record currently selected with another one. The system offers you a list of all available NC status data records of the currently selected machine. The values of the NC status data records are listed next to each other for each variable for comparison purposes. A variable is highlighted when the values in the original data record and in the comparison data record differ. The event together with the event details and time stamp are displayed for each NC status data record. It is possible to display only differences. The system then hides all variables with identical values in the original data record and in the data record being compared. Deletes after a prompt the NC status data in the event that is currently selected. Note: Deleting individual details from an event constitutes illegal manipulation of the archived document. Button Back Click "Back" to return to the "Event" overview. Figure 6-13 NC image Siemens Automation Products Manual, 03/2017, A5E B-AB 65

66 Machine information 6.1 Machine overview Feedback messages to PLC The feedback messages to the PLC uploaded with a machine event can be displayed. of the function Event x-y of z Shows the number of feedback messages. << >> Shows the number of windows with direct selection. Feedback messages to PLC Opens the window in order to view additional details of the data for feedback messages. Button Back Click "Back" to return to the "Event" overview PLC trace The PLC trace data uploaded with a machine event can be viewed in the browser. Graphical tools are used to evaluate the data. You can control the signal sequences via the display of variable values in the graphic by setting markers and zooming the display. of the function PLC trace result Markings Shows the PLC trace result. The display is made for all configured variables in the specified format. The triggering signal is displayed and selected as 0 cycle / 0 time. Markings can be set in the PLC trace display that are used for the difference calculation and display of the current values. The markings remain during the zooming. Depending on the resolution, they can be positioned cycle-exact, but at least pixel-exact. All cycles between the markings are retained. Exports PLC trace data as a file for further processing. Sends PLC trace data to an installed printer. Details of the PLC trace Maximizes or resets the PLC trace representation on the screen. + / - Click the plus/minus icon to display or hide further details. Recordings Type Unit For improved clarity, displays or hides a variable in the view. This allows an individual variable configuration to be considered in more detail. Select the formats of the variables in the drop-down list. Enter the dimension of evaluated variable values, e.g. "C". 66 Manual, 03/2017, A5E B-AB

67 Machine information 6.1 Machine overview Change the sequence of the variables so that they can be compared directly next to each other. Conversion Time/cycles display Bits Display options Select the following display options in the dropdown list: Adapt in the display range Display data horizontally Display data vertically Zoom between the markings Diagram Table Enter for the evaluation of variable values for the dimension adjustment, value assignments that are linearly defined by two. The variables can be scaled linearly via two defined points for the display (e.g. byte value 16 corresponds to 20 C, byte value 128 corresponds to 90 C). The horizontal axis shows the cycles with a millisecond division. You can change the horizontal axis to the cycle number, each calculated with the starting point 0 from the trigger. Activate the checkbox if the variables in the byte format should not be represented as value, but rather for each selected bit individually as binary signal. Variables configured as byte can also be displayed as individual bits (BOOL). If you do not need all of the individual bits in the view, you can select and display these bits specifically. Displays PLC trace diagrams in a default setting that can be evaluated on every monitor. The zoom setting can display a complete recording compressed in a view. This can lead to losses of information, however. The optimized compressed display shows every detail in the smallest possible view. The minimum level of precision that can be set for the graph view is the pixel level, but marking should allow a cycle level of precision to be set dynamically. Displays the data table horizontally (time / cycles axis). Displays the data table vertically (variables axis). Markings can be set in the PLC trace display that are used for the difference calculation and display of the current values. The markings with all cycles are retained for zooming and, depending on the resolution, can be positioned cycle-exact, but at least pixel-exact. Activate the checkbox to display in a zoom setting a complete recording compressed in a view. This compressed representation can, however, lead to information loss. The optimized compressed display shows every detail in the smallest possible view. The minimum level of precision that can be set for the graph view is the pixel level, but marking should allow a cycle level of precision to be set dynamically. Activate the checkbox to display a graphical representation of the variable values. Activate the checkbox to display a tabular representation of the variable values. Button Display Back Click "Display" to refresh the representation. Click "Back" to return to the "Event" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 67

68 Machine information 6.1 Machine overview Figure 6-14 PLC trace event as diagram Figure 6-15 PLC trace event as table, horizontal data 68 Manual, 03/2017, A5E B-AB

69 Machine information 6.1 Machine overview Figure 6-16 PLC trace event as table, vertical data PLC data blocks The PLC data blocks uploaded with a machine event from the control can be displayed. of the function PLC data blocks x-y of z Shows the number of data blocks. << >> Shows the number of windows with direct selection. Opens a window to view and edit further details for the data block. Button Back Click "Back" to return to the "Event" overview. Figure 6-17 Data block Siemens Automation Products Manual, 03/2017, A5E B-AB 69

70 Machine information 6.1 Machine overview Variable monitors The data of a variable monitor stored with a machine event can be displayed. of the function Variable monitors variables x-y of z Shows the number of variable monitors. << >> Shows the number of windows with direct selection. Variable monitor designation Variable name Variable address Value Shows the name of the variable monitor. Shows the name of the variable. Shows the address of the variable. Shows the value. [ ] Shows the unit of the variables. Button Back Click "Back" to return to the "Event" overview. Figure 6-18 Variable monitor diagnostic data Archives You can display the stored archives of a machine. Note Only with the SINUMERIK Operate operating software The "Display stored archives" function is supported only with the SINUMERIK Operate operating software. 70 Manual, 03/2017, A5E B-AB

71 Machine information 6.1 Machine overview of the function Designation Comment Archive type Control components Created on Created by Archive file Size Shows the descriptive name of the archive. Shows the configured comment for the archive. Shows the data backup of the following data: Series start-up Generic data Shows the following data for "Series start-up": NC and PLC data (with or without compensation data) HMI data Drive data Shows the configured paths for "Generic data" Shows the date and time of the archiving. Shows the name of the author. Shows the name of the archive file. The file name consists of the date, the name, and the ".arc" type. Starts the export of the data, see also Chapter: Export archives (Page 101) Shows the file size of the archive. Button Back Click "Back" to return to the "Event" overview. Figure 6-19 NC/PLC archive Siemens Automation Products Manual, 03/2017, A5E B-AB 71

72 Machine information 6.1 Machine overview Time series (measuring series and variable monitors) Analysis at the PC In the "Machine information" > "Machine overview" > "Time series (measuring series and variable monitors)" tab you can analyze the performance and status of a machine and its modules with measurements and measuring series that have been performed on the machine. Measurement curves are generated from the measurements, characteristics are determined, and additional information about the measurement result is added. Trend curves can be generated from characteristics in the measuring series. The measurement results allow you to perform an analysis at any time and at any location. Status changes can be seen from the trend curves. The limit values indicate early any required maintenance measures. of the function Machines and time series Select time series Select in the tree directory, the measuring/time series under the machine axes. Multiple selection is also possible. +/- Click the plus/minus icon to display or hide further time series. Time series Opens the menu for filtering the measuring series displayed in the selection. You can filter the measuring series according to its type. Variable monitors and axis test types: Equability test (Page 78) Circularity test (Page 77) Universal axis test (UAT) (Page 80) Variable monitor (Page 82) Button Display Filter Back Click "Display" to display the selected time/measuring series as diagrams. Click "Filter" to activate the selection. The display is updated to this filter condition. Click "Back" to return to the "Machine information" overview. 72 Manual, 03/2017, A5E B-AB

73 Machine information 6.1 Machine overview Figure 6-20 Overview of the stored measurement results Displaying the measurement results You can view measurement results from measurements on the machine operator panel and on the PC. Trend curves from a measuring series can only be viewed on the PC. The warning and critical limits of the characteristics provide you during the evaluation with information about the separation of the qualitative status of the machine from the limit criterion. Generating a measuring series The cyclical repetition of individual measurements allow you to create the trend change from the measuring type-specific characteristics, e.g. characteristic over time. This serves as a basis for condition-oriented maintenance. For this purpose, you can generate measuring series based on existing individual measurements. This ensures that the measuring series is based on the same measurement (the same measuring parameters). Measuring series serve as the basis for condition-oriented maintenance because the trend curve and the limit values provide a basis for planning maintenance activities. You can view measurement results on the machine operator panel and on the PC. Trend curves produced from measuring series are available only on the PC. Siemens Automation Products Manual, 03/2017, A5E B-AB 73

74 Machine information 6.1 Machine overview Figure 6-21 Time series of a characteristic quantities of a circularity test Operate diagram Various options are available for operating the diagrams. Characteristics of a circularity test Select the characteristics of the associated test type from the dropdown list. The previously shown diagram will be replaced by the time series diagram of the selected characteristic. Figure 6-22 Characteristics of a circularity test Set, display and remove markings Time series, additional icons are described in the following Chapter: Explanation of icons (Page 14). Opens a window to create a new diagram of the same type below the currently viewed diagram. The newly generated diagram adopts all display properties of the original diagram (selected characteristic, marks, display, selection and sequence of time series, etc.). Position the cursor at a specific position and left click with the mouse. The first marking is set. Position the cursor at the next position and left click with the mouse again. Another marking is set. In this way, you can reset any number of markings. To remove the markings, open the "Display" menu and click the "Delete markings" function. 74 Manual, 03/2017, A5E B-AB

75 Machine information 6.1 Machine overview General control elements Closes the diagram. Increases the diagram to the standard size. Decreases the diagram so that only the title line remains visible. Exports the diagram data. The data points represented in the diagram are saved in a file in XLS format. If Excel is not available, an XML file is created and exported. Moves the cursor downwards or upwards. Changes to the previous or subsequent measurement of the associated measuring series. Actions Display Prints the diagram data. The data points represented in the diagram are saved in a file in XLS format. If Excel is not available, an XML file is created and printed. The "Actions" menu provides the following functions: Reload All parameters Scaling Delete a measurement Recreates the diagram. Displays a table containing the parameters for all measuring series shown in the diagram. Sets the scaling of the diagram. This function is only possible for the equability axis test, see also Chapter: Equability test (Page 78) In the case of the diagram for the circularity test and universal axis test, the "Actions" menu does not contain any "Scaling" function. Deletes the data points in a specified interval or value range. In the "Display" menu, change the display setting of the diagram. Display all Between markings Last month Last 3 months Last 6 months Last year Back to previous zoom Time-based distribution Equal distribution Shows the complete time progress of the time series. Adjusts the zoom factor of the diagram to the area between two markings provided markings are set. Selects a display range for the desired time stamp. Refreshes the diagram after changing the display range. All other settings, in particular the markings, are retained. Generates the diagram with the previous zoom setting. The horizontal axis represents a time axis. The measuring points are plotted along this according to their date. Distributes the measured values uniformly over the X axis. Note: The X positions do not allow any conclusions to be made concerning the time of the measurement. 1,000 values Shows 1,000 relevant filtered values from the database. 50,000 values Shows 50,000 relevant filtered values from the database. All values Delete markings Shows all relevant filtered values from the database. The markings are removed from the diagram. Siemens Automation Products Manual, 03/2017, A5E B-AB 75

76 Machine information 6.1 Machine overview List of machines and time series with control elements Hides or shows the graphs of the measuring series from the diagram. The diagram is restructured and the scaling is recalculated. Draws the limit values of the selected measuring series as line in the diagram. The icon indicates limit values outside the represented value range. Context menu of a time series diagram Position the cursor in a diagram over an individual measuring point of a time series and right click. A context menu opens. The functions provided in the context menu relate to either the entire measuring series that contains the measuring point, to the measuring series, to the measurement or to the measurement represented by the data point. Measurement / measuring series parameters Figure 6-23 Measurement / measuring series Supplementary conditions for measurement Figure 6-24 Supplementary condition 76 Manual, 03/2017, A5E B-AB

77 Machine information 6.1 Machine overview Characteristic/limit values measurement Figure 6-25 Characteristic/value Measurement comment You can enter a comment for each measuring series. You can change and save this comment. Figure 6-26 Comment Circularity test The circularity test produces a polar plot of the circular path and circularity-specific characteristics: Circular deviation Circular hysteresis Note No circularity test with rotary axis Characteristic variables from the circularity test cannot be determined in the local mode! Siemens Automation Products Manual, 03/2017, A5E B-AB 77

78 Machine information 6.1 Machine overview of the function Characteristics Circular deviation Circular hysteresis Parameters Supplementary conditions Comment The circular deviation is measured on the basis of ISO as difference between the maximum and minimum radius at movement of a circle in one direction. A value is calculated for each direction of movement. As defined in ISO 230-4, the circular hysteresis is determined as the maximum difference of measured radii on an angular position between the two directions of movement. Shows the measurement type-relevant parameters to test the drive dynamics and accuracy of the two axes involved. Changes directly to the "Supplementary conditions" window to view the associated conditions. Enter a descriptive text for the test in the entry field. Button Save Back Click "Save" to save the measurement. Click "Back" to return to the "Machine information" overview. You can learn how to configure the measuring series in the Chapter: Circularity test (Page 135) Figure 6-27 Measurement result of a circularity test Equability test The equability axis test result provides the torque/force measurement curve over the axis position and various torque values: Min./max. Torque Average torque 78 Manual, 03/2017, A5E B-AB

79 Machine information 6.1 Machine overview Standard deviation Maximum torque when accelerating along the ramp of the function Characteristic Maximum torque Minimum torque Torque Standard deviation Increase in the linear trend of the torque characteristic Maximum torque in the acceleration ramp The maximum shows the maximum torque in the measured position range. With torque characteristics with linear trend, the proportion of the trend is computed for determining the maximum torque. The minimum shows the minimum torque in the measured position range. With torque characteristics with linear trend, the proportion of the trend is computed for determining the minimum torque. The characteristic shows the mean torque in the measured position range with the configured speed. A larger value indexes a larger torque in the direction of movement. The characteristic shows the standard deviation of the torque characteristic in the measured position range at the configured speed. With torque characteristics with linear trend, the proportion of the trend is computed for determining the standard deviation. The characteristic shows the increase of the torque when positions change. The characteristic shows the maximum torque which is run in the acceleration ramp. The overall rigidity curve over the axis position is also displayed for axes that also have a direct measuring system. The following rigidity characteristics are calculated: Min./max. Rigidity Average rigidity Standard deviation of the rigidity The synchronism axis test provides information about faults and interference resistances from feed axis elements. The curve of the recorded values indicates at which axis position the disturbance is located. A trend analysis of the characteristics shows any change in the status of the drive train. Characteristic Maximum rigidity Minimum rigidity Average rigidity Standard deviation of the rigidity The characteristic shows the maximum value of the rigidity in the measured position range at the configured speed. The characteristic shows the minimum value of the rigidity in the measured position range at the configured speed. The characteristic shows the average of the rigidity in the measured position range at the configured speed. The characteristic shows the standard deviation of the rigidity in the measured position range at the configured speed. Button Display Click "Display" to display the selected time/measuring series as diagrams. Back Click "Back" to return to the "Machine information" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 79

80 Machine information 6.1 Machine overview You can learn how to configure the measuring series in the Chapter: Equability test (Page 133) Figure 6-28 Measurement results of an equability axis test Scaling Select the "Scale" function in the "Actions" menu. Figure 6-29 Scaling of the equability axis test Single measurement diagram The "Display" menu offers the following functions for the single measurement diagram: Between markings Delete markings Reset display If both markings are set, the diagram zooms to the area between the markings. Removes the marking bars from the display. Displays the diagram in the previous range selection display again Universal axis test (UAT) The universal axis test determines the characteristics that define the friction, the moment of inertia and a torque offset: 80 Manual, 03/2017, A5E B-AB

81 Machine information 6.1 Machine overview of the function Characteristics Coulomb friction (Coul) Viscous friction (Visc) Moment of inertia (Inr) Torque offset (Const) Coherence (K) Circular deviation (G) Describes the proportion of the friction that is independent of the speed. Describes the proportion of the friction that increases linear with the speed. Describes the entire moment of inertia that needs to be moved by the electrical drive. This includes the moment of inertia of the motor. Describes for axes that are pretensioned in one direction (e.g. vertical axes) the torque required for compensating for this pretension. Describes the extent to which a model parameterized with the calculated characteristics can simulate the measured torque characteristics. Describes the maximum position deviation with axis movement on the basis of a velocity profile. The calculation of the characteristic is based on ISO as is the case with the circularity test. Button Display Back Click "Display" to display the selected time/measuring series as diagrams. Click "Back" to return to the "Machine information" overview. The measurement type-relevant parameters are also specified. You can learn how to configure the measuring series in the Chapter: Universal axis test (Page 137) Figure 6-30 Measurement result of a universal axis test Siemens Automation Products Manual, 03/2017, A5E B-AB 81

82 Machine information 6.1 Machine overview Variable monitor Variable monitors enable the recording of changes over time of any status data in the control. The variable monitors are essentially for long-term recording in slow data recording cycles (as opposed to the PLC trace). of the function You record variables in a variable monitor. Depending on the variable type, the recording cycle is not absolutely synchronous. From the PLC environment, you can use inputs, outputs, counters, flags, and any data addresses in PLC blocks as variables. From the NC environment, you can record machine data, setting data, system variables, etc. The variables recorded can be scaled and assigned freely definable units. Individual variables of a variable monitor can be identified as counting variables, e.g. workpiece counters. These variables can be used in the configuration of interval triggers to trigger recurring actions after a certain number of counting units have elapsed. Counting variables count monotonically increasing. Any deletion of variables in the controller is compensated by the system. The counting is continued based on the last value before the deletion. Limit values can be configured for each variable for automatic monitoring of the state. You can continue to define actions, which will be initiated when the limit values are violated. The configuration options are described in the following chapter: Control monitors (Page 150) 82 Manual, 03/2017, A5E B-AB

83 Machine information 6.1 Machine overview Displaying diagrams Select the desired variables in the variable monitors selection and click "Display". The variables are represented as graphs in a diagram. You can group any number of variables from different variable monitors in a diagram. The number of diagrams is unlimited. Figure 6-31 Variable monitors Displaying a list Variable monitors are displayed as a list. Hides or shows the graphs of the variables. The diagram is updated. Draws the limit values of the selected variables as a line in the diagram. The icon refers to limit values outside of the displayed value range. Siemens Automation Products Manual, 03/2017, A5E B-AB 83

84 Machine information 6.1 Machine overview Figure 6-32 List of the variable monitors Deleting measurements and data points You can delete recorded measurements and data points. Deleting measurements Select the "Delete measurements" function in the "Actions" menu. Figure 6-33 Actions, deleting measurements Deleting measurements Interval from/to A window opens in which you can restrict the measurements to be deleted. Shows the names and time periods of the measurements of the selected machine. Enter the interval for which the measurements will be deleted. Notation for date and time = DD.MM.YYYY hh:mm Value range Within Activate the checkbox to delete all data entries that lie within the defined value range. Outside Activate the checkbox to delete all data entries that do not lie within the defined value range. Button OK Cancel Click the "OK" button to prepare the deletion process. Click "Cancel" to close the window without starting the delete operation. 84 Manual, 03/2017, A5E B-AB

85 Machine information 6.1 Machine overview Figure 6-34 Measurements, restricting the deletion You receive a prompt whether the measurements should be deleted permanently. Figure 6-35 Measurements, confirming the deletion Deleting data points Select the "Delete data points" function in the "Actions" menu. Figure 6-36 Actions, deleting data points Deleting data points Interval from/to A window opens in which you can restrict the data points to be deleted. Shows the name and interval of the data points for the selected machine. Enter the interval for which the data points will be deleted. Notation for date and time = DD.MM.YYYY hh:mm Value range Within Activate the checkbox to delete all data points that lie within the defined value range. Outside Activate the checkbox to delete all data points that do not lie within the defined value range. Siemens Automation Products Manual, 03/2017, A5E B-AB 85

86 Machine information 6.1 Machine overview Button OK Cancel Click the "OK" button to prepare the deletion process. Click "Cancel" to close the window without starting the delete operation. Figure 6-37 Data points, restricting the deletion You receive a prompt whether the data points should be deleted permanently. Figure 6-38 Data points, confirming the deletion Performing a measuring series Execute a measurement The following alternatives are available to you for conducting measurements on the machine: Perform a single measurement with manual entry of parameters before performing the actual test Perform a single measurement as a repetition of an existing measurement without changing the parameters Perform a further measurement as part of a measuring series, based on the parameters defined there Perform a measurement as part of a measuring series prescribed by a maintenance job Perform measurements configured in a test series 86 Manual, 03/2017, A5E B-AB

87 Machine information 6.1 Machine overview Perform measurements of a test series as part of a maintenance job Perform measurements in a test series without a machine operator, by means of a maintenance job under the control of the PLC Availability and authorizations Measurements, measuring series, and test series can be performed only on the operator panel. Adequate user authorizations are required to perform measurements, measuring series and test series, see also Chapter: s of the various roles (matrix of authorizations) (Page 315). Measurement sequence The sequence is performed independently of the different types of execution and type of test: The operator selects the measurement, measuring series or test series Acknowledgement of the measurement parameters and display of the measurements in the test series A contour test to check the possibility of collision can be performed before the actual measurement Check whether enabled by the PLC The operator sets the AUTO mode and feedrate override to 100% on the control Press the <CYCLE START> key on the control Perform the machine-specific prolog of the measurement motion Perform the measurement motion with data recording Perform the machine-specific epilog of the measurement motion Represent the result Save the result Note Observe the information on the operator panel! Prerequisites for performing the test Prerequisites The machine axes must follow exactly the motion profile defined in the NC program. The motion must be performed in the machine coordinates. Siemens Automation Products Manual, 03/2017, A5E B-AB 87

88 Machine information 6.1 Machine overview s in the NC program The following functions in the NC program could be problematical when carrying out measurements (sample selection): Asynchronous subprograms Static synchronized actions Axis couplings Kinematic transformations Superimposed (overlaid) motion, such as DRF, external zero offset s that influence the velocity, such as G95 s that change the position, such as DIAMON Axis replacement PLC axis (the axis is passed to the PLC) The NC program for performing the measurement does not affect the functions listed above. Only the zero offsets are disabled and the offset produced by DRF and external zero offset is compensated statically, i.e. the value is corrected by the value that applies at the beginning of the measurement. Orientation transformations are a special case. It is possible to perform measurements with the geometry axes when transformation is active. Because the offset of the geometry axis coordinates produced by the orientation axes is not compensated for, it is therefore advisable to deactivate transformation. Separate couplings between axes before the measurement movement (e.g. in the prolog program). The NC program of the system does not disconnect couplings. SINUMERIK Integrate assumes that it is possible in a channel on the machine to load, select and start an NC program (with subprograms) that was downloaded from the system. With machines where the PLC prevents the operator from selecting or starting an NC program, the PLC can communicate with the SINUMERIK Integrate system via DB10.DBB90 or DBB91. To acquire data for the measurements, machine data must be set in the control. Not only Trace Server data but also the MD 36730: DRIVE_SIGNAL_TRACKING must be set. Drives coupled via PROFIBUS have a special feature. The PROFIBUS configuration must be changed so that the torque values can be transmitted to the control cyclically. Prerequisites of the machine For the measurements, the machine axes must be able to traverse separately with precisely the motion profile defined by the NC program for performing the measurements. Machine designs with parallel kinematics, for example, that do not allow this process, are not suitable. Note Positioning axes Axes that can only be programmed as positioning axes can only perform the equability axis test. The circularity test or the universal axis test cannot be performed on these axes. 88 Manual, 03/2017, A5E B-AB

89 Machine information 6.1 Machine overview NC programs are downloaded to the control to carry out the axis tests. There must be approximately 100 KB free NC program memory available. A variable $AC_MARKER is used for executing the NC programs. You can configure the index of the variable. The default setting for the index is the value 5. Make sure that the variable $AC_MARKER of the configured index is not used by other functions of the controller. Note No test SINUMERIK Integrate does not check whether the configured variable $AC_MARKER is also used by other control functions Prolog and epilog program for a measurement Start measuring on the controller To prepare the control making it suitable for the test, an NC program that has been specially adapted to the machine by the administrator or end user is executed at the beginning of the test. This allows for specific changes in the machine settings enabling the operator to perform the test (e.g. deactivation of transformations and couplings, resetting of preset G codes). The prolog and epilog program is reloaded into the control with the name "N_EPS_PROLOGEPILOG_SPF" every time a test is run. Use the NC program editor of the operator panel to adapt this program. After the test has been performed, SINUMERIK Integrate automatically checks whether the prolog/epilog program was changed. If required, it is saved permanently. Figure 6-39 Request for an NC-START Siemens Automation Products Manual, 03/2017, A5E B-AB 89

90 Machine information 6.1 Machine overview The following prompt is displayed if a manual axis test is not performed after changes in the prolog and epilog as well as of axis test-specific parameters. Prompt "Do you want to accept the changes and perform an axis test?" "Do you want to accept the changes and not perform an axis test?" "Do you want to reject the changes?" If the axis test has already been performed successfully, it is marked as "Tested". Press the "Select" softkey to reset the "Tested" status. A one-time successful execution of the axis test is required in order to be able to also execute this automatically (e.g. via maintenance schedules). If the axis test has already been performed successfully, it is marked as "Tested". Press the "Select" softkey to accept the changes; the "Tested" status is retained. It is not necessary to repeat the axis test. If the axis test has already been performed successfully, it is marked as "Tested". Press the "Select" softkey to discard the changes; the "Tested" status is retained. It is not necessary to repeat the axis test. Note Retaining the "Tested" status, despite changes The option can be enabled in the organizational data to perform changes in the axis-testrelevant data and retain the "Tested" status, even when no new manual test is performed. Figure 6-40 Permanently saving the prolog/epilog program 90 Manual, 03/2017, A5E B-AB

91 Machine information 6.1 Machine overview of the return parameters You can influence the measurement execution via the return parameters. The return values are always queried after call with doprolog = True and testtype = " ", i.e. after the prolog is called for each measuring series. The measurement then continues according to the returned values. Parameters Equability axis test Circularity test Universal axis test eps_error 0 = (preassigned) carry out the measurement 1= Suppress execution of measurement, continue with the next measuring series. Errors are not displayed Programming example Here is a commented example program to illustrate how the prolog and epilog program can be used to prepare the machine specifically for a certain test. The structure of the program is as follows: Prolog for the test series: This program section is executed only once at the beginning of a test series and also on each single measurement outside a test series. In this block, the complete execution is programmed, independent of the test type to be performed and the axis to be measured. For example, G codes that are preset on the machine via machine data (G95, DIAMON,.) are deactivated, the tool unloaded, the workpiece removed from the working space, and all axis are moved to a safe initial position. Prolog for each measurement: This section of the program is executed before each measurement, irrespective of whether the measurement is part of a test series or is performed singly. In this block, the call parameters are used to test the associated axis, the test type to be performed and the parameters for performing the measurement. For example, when testing certain axes, it may be necessary to move other axes to another position than the basic position, or the starting point for the measurement cannot be approached directly (circularity test). Certain actions can also be performed depending on the position range in which the measurement is performed. When programming axis movements, it is important to ensure that the parameters of a measurement always refer to the machine coordinate system if they represent positions. The example program shows how the axis movement can be offset into the machine coordinate system using the SUPA command. It is possible to test the name of the measuring series in the program and to execute special functions for a certain measuring series. Limit these to special cases because the parameters of the measuring series can be changed at anytime without requiring a name change. Siemens Automation Products Manual, 03/2017, A5E B-AB 91

92 Machine information 6.1 Machine overview Epilog for the test series: This section of the program is executed only once at the end of a test series and after each single measurement made outside a test series. The actions that are necessary for minimizing the work to be done in order to resume processing after performing the measurements of the machining process should be executed in this block. Epilog for individual measurements: This section of the program is executed after each measurement, irrespective of whether the measurement is part of a test series or has been performed singly. All actions performed before the measurement are reset. All axes are returned to the safe initial position. Example PROC EPS_PROLOGEPILOG(BOOL doprolog, eps_error, eps_errmsg, STRING[32] testtype, STRING[32] meas- SeriesName, INT intparam1, INT intparam2, INT intparam3, INT intparam4, INT intparam5, INT intparam6, REAL realparam1, REAL realparam2, REAL real- Param3, REAL realparam4, REAL realparam5, REAL realparam6, AXIS axparam1, AXIS axparam2, AXIS axparam3, AXIS axparam4, AXIS axparam5, AXIS axparam6) IF (doprolog == TRUE) MSG("Start of Prolog... ") G94 IF ( testtype == "FRAME") DIAMOF G90 ELSE MSG("Frame Prolog...") T0 M6 BASIC POSITION TRAFOOF MSG(testType << " Prolog...") IF (axparam1 == C) OR ENDIF ENDIF (axparam1 == A) IF ($AA_IW[Q]!=0) IF (axparam1 == U) OR (axparam1 == W) ENDIF ENDIF IF ($AA_IW[Q]!=180) ; user DEF area ; start of Prolog - user section start ; Frame Prolog user section actions at start of a test series ; Unload tool ; all axes to safe position ; Deactivate transformation ; for lathes, G95 is often placed in front ; prolog for a specific measuring series ; handling irrespective of type of measurement ; handling for measurement of certain axes: ; if axis A or C is to be measured, Q must be 0 ; M code for Q rotation ; if axis U or W is to be measured, Q must be 180 ; M code for Q rotation 92 Manual, 03/2017, A5E B-AB

93 Machine information 6.1 Machine overview IF (testtype == "CIRCULARITY") G1 F1000 SUPA AX[axParam1]=realParam1 G1 F1000 SUPA AX[axParam2]=realParam2 IF (measseriesname == "KFT_FFWON") FFWON ENDIF ENDIF IF (testtype == "EQUABILITY") IF ( axparam1 == C ) AND ( realparam1 > 300 ) eps_error = 1 ENDIF IF (measseriesname == "") ENDIF ENDIF MSG("... finished Prolog.") GOTOF PROG_END ELSE MSG("Start of Epilog... ") IF ( testtype == "FRAME") MSG("Frame Epilog...") ELSE MSG(testType << " Epilog...") G90 ; specific handling for circularity test ; actions for all circularity tests: to avoid collision, the two axes are moved to the circle center one after the other. A particular sequence may be required. ; SUPA, therefore target position in the machine coordinates ; specifically this measuring series should be performed using the pre-control FFWON ; actions for all synchronous operation axis tests, e.g. approach the start position ; example of using the return parameter eps_error ; skip the equability axis test with the C axis ; specific actions for individual measuring series ; end of Prolog - user section end ; start of Epilog - user section start ; Epilog of the test series ; Frame Epilog user section ; Epilog specifically for the last meas. series conducted BASIC POSITION MSG("... finished Prolog.") ENDIF ENDIF PROG_END: G4 F1 M17 ; all axes back to safe position after measurement ; end of Prolog - user section end ; is required for synchronization Siemens Automation Products Manual, 03/2017, A5E B-AB 93

94 Machine information 6.1 Machine overview Commissioning measurements of the function The prolog and epilog program must be edited in order to perform measurements. If measurements are performed on a machine for the first time, or if the prolog and epilog program has been deleted, then a preconfigured prolog and epilog program takes effect, which prevents the further execution of the NC programs and the NC program code running in an endless loop. This part of the preconfigured prolog and epilog program must be replaced with program code customized to the requirements of the machine. Figure 6-41 Prolog and epilog program Release protocol of the function The SINUMERIK Integrate system communicates with the PLC when a test is being performed. The system signals that a test with axis movements shall be executed. The PLC places the machine in a suitable state and signals to the system that the test can be performed. The protocol allows test series that belong to a maintenance schedule to be performed fully automatically under the control of the PLC. 94 Manual, 03/2017, A5E B-AB

95 Machine information 6.1 Machine overview Contour test For the reliable execution of the measurements on the machine, you can perform a dry run. This allows you to execute an optional dry run with reduced velocity before the test run configured for the specific type. This allows you to test for safety path motions (contour monitoring) of the machine axes to avoid collisions, etc. Preparing the synchronous axis test function description Contour test Measurement Press the "Contour test" softkey, to check for the collision-free dry run of the measuring parts program prior to the actual measurement. Press the "Measurement" softkey to start a dry run of the measurement movements. Observe the notes. Note Contour test To ensure the absence of collisions, start the axis test movement sequence without data acquisition. The following can be used without restriction: Stop Start Operating mode Override Note Measurement Perform the axis test with 100% override and NC automatic, no stop. Siemens Automation Products Manual, 03/2017, A5E B-AB 95

96 Machine information 6.1 Machine overview Figure 6-42 Selecting the contour test Test series function description Comment Take measurements Contour test all Contour test untested Press the "Comment" softkey to enter descriptive text for the contour test. Press the "Perform measurements" softkey to start the measurements. Press the "Contour test all" softkey to start all contour tests. Press the "Contour test untested" softkey to start the untested contour tests. 96 Manual, 03/2017, A5E B-AB

97 Machine information 6.1 Machine overview Figure 6-43 Measuring series of a test series Archives Displaying archives In the "Machine information" > "Machine overview" > "Archives" tab you can configure and import the backed up data of a control (archives). The control monitors in SINUMERIK Integrate are used to create the archives for with the SINUMERIK Operate operating software and save them in the server. Prerequisite The full function scope is available on control systems with the SINUMERIK Operate operating software. The archives are created locally and must also be uploaded locally for control systems with the HMI-Advanced operating software. Filtering archives Filtering archives +/- Click the plus/minus icon to display or hide further search criteria. Siemens Automation Products Manual, 03/2017, A5E B-AB 97

98 Machine information 6.1 Machine overview Free text filter Archive type Filters archives using a search criterion. If you enter several search criteria, separate the criteria with a line break. The search applies to the "Designation" and "Archive type". To display archives unfiltered, the input field must be empty. Delete all entries in the input field. Filters for a specific archive type. You can select from the following options: NC data NC data with compensation data PLC data Drive data HMI data Generic Multiple selection is also possible. of the function Archives x-y of z Shows the number of archives. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the "Import archive" window to import archives or data backups from the archiving system. This makes the data available for a "restore" on the machine. Any number of files can be saved as archives via the import menu, see Chapter: Importing archives (Page 99). Activate the appropriate checkbox to select the archive. Opens a window to view and edit further archive details. Designation Archive type Comment Date created Shows the name of the archive. Shows the name of the archive type entered during the configuration. Shows the comment. Shows the date and time of the archiving event. This column can be sorted in ascending or descending numeric sequence. Removes the archive from the overview. The identifier "Deletable" must be set for the respective archive. Button Delete Filter Back Click "Delete" to delete all selected archives. Archives for which the identifier "Deletable" has not been set are retained. Click "Filter" to activate the selection. The overview is updated. Click "Back" to return to the "Machine information" overview. 98 Manual, 03/2017, A5E B-AB

99 Machine information 6.1 Machine overview Figure 6-44 Archives Importing archives You can import archives and data backups into the archiving system and so make additional data available for importing to the machine. of the function Designation Comment Archive type Series commissioning Generic Deletable Series commissioning Control system components (only for series commissioning archives) Uploading an archive file Path Enter a descriptive name for the archive. The archive is identified in the archive list, in the machine events and for restoring. Enter a detailed description of the archive. Activate the appropriate checkbox to save a data backup for a series commissioning or the generic data. Activate the checkbox to identify an archive or a data backup as being deleteable. Only archives marked as deletable can be deleted in the archive overview. The following backed-up data is available: NC data With compensation data PLC data Drive data HMI data Multiple selection is also possible. Select the path for the archive or the data backup. Button Browsing... OK Cancel Click the "Browse..." button. A Windows window for navigation in the file system opens. Click "OK" to start the import. Click "Cancel" to close the window without starting the import. Siemens Automation Products Manual, 03/2017, A5E B-AB 99

100 Machine information 6.1 Machine overview Figure 6-45 Importing a series start-up Archive details Designation Comment Archive type Control components Generated on Created by Archive file Size Deletable Shows the descriptive name of the archive. Enter a detailed description of the archive. Shows the data backup of the following data: Series start-up Generic data Shows the following data for a series start-up: NC and PLC data (with or without compensation data) HMI data Drive data Shows the configured paths for "Generic data" Shows the date and time of the archiving. Shows the name of the author. Shows the name of the archive file. The file name consists of the date, the name and the ".arc" type. Starts the export of the data, see also Chapter: Export archives (Page 101) Shows the file size of the archive. Indicates whether or not the archive can be deleted. Only archives marked as deletable can be removed from the archive overview. Button OK Cancel Click "OK" to accept the changes. Click "Cancel" to close the window without accepting the made changes. 100 Manual, 03/2017, A5E B-AB

101 Machine information 6.1 Machine overview Figure 6-46 NC archive details with compensation data Figure 6-47 Archive details with generic data Export archives You can export the archive or backup file or save to a local drive. of the function Starts the export of the archive file. Button Open Save Cancel Click "Open" to open the archive file. Click "Save" to open the File Download function. Select the directory in which the archive file is saved. Click "Cancel" to abort the operation. Siemens Automation Products Manual, 03/2017, A5E B-AB 101

102 Machine information 6.1 Machine overview Figure 6-48 Exporting an archive file Figure 6-49 Saving an archive file locally Importing archives to the machine Archives can be imported only to the machine. Depending on the archive or data backup, certain operating states must be established on the machine in order to be able to restore the data correctly. Although the user interface is different depending on the operating software, SINUMERIK Operate or HMI-Advanced, the procedure is identical. 102 Manual, 03/2017, A5E B-AB

103 Machine information 6.1 Machine overview SINUMERIK Operate procedure 1. Press the "SINUMERIK Integrate" softkey. The "Home" window appears on the control. 2. Press the "Select" softkey next to "Maintenance services". Figure 6-50 Selecting the maintenance service 3. The "Maintenance services" window is open. Siemens Automation Products Manual, 03/2017, A5E B-AB 103

104 Machine information 6.1 Machine overview 4. Press the "Select" softkey next to "Data services". Figure 6-51 Maintenance jobs 5. The "Data services" window is open: Machine Shows the name of the selected machine. Archives Shows the number of archives, x - x of y. Date Shows the creation date, DD.MM.YYYY. Time Shows the time, hh:mm. Name Shows the name of the data backup. Created by Shows the author of the data backup. Comment Shows the comment entered by the author. Archive type Shows the size of the data backup. Deletable Indicates whether the data backup can be deleted. 6. The archive files are displayed. 104 Manual, 03/2017, A5E B-AB

105 Machine information 6.1 Machine overview 7. Press the "Select machine" softkey to display archives from other control systems available in the same organization. 8. Select the archive and press the "Import" softkey. The selected archive is loaded from the server to the machine and made available for import with SINUMERIK Operate. Figure 6-52 Data services Filtering and sorting data Machine Archive type Deletable Free text Sort by date To obtain a better overview, data can be filtered and sorted. Shows the name of the selected machine. The following data areas are available: NC data NC data with compensation data PLC data HMI data Drive data Generic Yes No Shows only the archive types that can be deleted. Shows only the archive types that cannot be deleted. Shows all of the types of archives that are included in the entered text. Ascending Descending The sorting is done using ascending or descending dates. Date created from - to The sorting is made for the specified creation date: DD.MM.YYYY Siemens Automation Products Manual, 03/2017, A5E B-AB 105

106 Machine information 6.1 Machine overview 1. Press the "Sort filters" softkey. The window for selecting the control components opens. 2. Activate the appropriate checkbox to select the control components to be displayed. 3. Press the "OK" softkey to confirm your selection. Figure 6-53 Sorting data services Start importing the archive 1. Press the "Import" softkey. The import is started. 2. The progress of the import and other information are shown in the status line. Figure 6-54 Importing an archive 106 Manual, 03/2017, A5E B-AB

107 Machine information 6.2 Maintenance - Maintenance jobs 6.2 Maintenance - Maintenance jobs The "Machine information" > "Maintenance" > "Maintenance jobs" tab provides an overview of all currently pending and already processed jobs for the currently selected single machine. Overview The overview of the maintenance jobs on the PC is used for the following purposes: Creating an overview of the jobs that are pending, that are pending in the near future and have been acknowledged, progress monitoring; service call planning. Editing jobs in order to individually adapt automatically generated jobs (provided they have not yet been opened or acknowledged). Changing a work instruction, if for the job resulting from the maintenance schedule, further jobs not known at the time of planning must still be completed. When you change the work instruction, note that the changes are valid only for the selected maintenance job. Any necessary modifications to the underlying maintenance schedule must be made via the tab "Configure function", "Maintenance schedules", see also Chapter: Maintenance schedules (Page 117) Changing the execution time, for example, rescheduling tasks that can or should be completed together. Editing comments, adding comments for tasks already performed, attaching detailed service reports as file to a job. (provided the maintenance jobs still have the NEW status, have not yet been opened and have still not been acknowledged). Acknowledging jobs, easy entries for performed tasks, e.g. for the same tasks on several machines. This requires that the maintenance jobs have not yet been acknowledged. Deleting jobs. This requires that the maintenance jobs have not yet been acknowledged. Finding/filtering maintenance jobs Search You can filter maintenance jobs for an easy and fast search. Filters can be set for all relevant information about a maintenance job. The filter result shows all maintenance jobs that satisfy a criterion for each criterion group (OR logic operation). The criteria groups are logically combined with one another so that the filter result must correspond to each selected and active group (AND logic operation). Because an AND logic operation is performed for several activated filters, the logic operation may produce an empty result set. E.g. display all new maintenance jobs that are processed. +/- Click the plus/minus icon to display or hide further filter criteria. Siemens Automation Products Manual, 03/2017, A5E B-AB 107

108 Machine information 6.2 Maintenance - Maintenance jobs Free text filter Job status New Open Closed, OK Closed, fault Due status Not announced Announced Due Processed Due date of open jobs Filters maintenance jobs using a search criterion. If you enter several search criteria, separate the criteria with a line break. To display machines unfiltered, the input field must be empty. Delete all entries in the input field. Activate the appropriate checkbox to filter maintenance jobs according to the job status. Shows all maintenance jobs with status "New". If an interval is entered, only those new maintenance jobs due in the specified interval are displayed. Shows all maintenance jobs with status "Open". If an interval is entered, only those open maintenance jobs due in the specified interval are displayed. Shows all maintenance jobs with status "Closed, OK". If an interval is entered in the "from - to" fields, only those maintenance jobs that closed without fault in the specified interval are displayed. Shows all maintenance jobs with status "Closed, fault". If an interval is entered in the "from - to" fields, only those maintenance jobs that closed with a fault in the specified interval are displayed. Activate the appropriate checkbox to filter maintenance jobs according to the due status. The due status can be used to limit to maintenance jobs that contain the selection result. In order that none of the "not announced jobs" do not appear in the selection list, you can activate the "due" status filter and activate with all other states except those for the "still not announced" maintenance jobs. The due status can specifically be used to select the maintenance jobs that shall be contained in the selection result. If the "due" status is set as filter, but no job status is selected, the result list will be empty. If a maintenance job is initiated by a time trigger in the server rather than by a current status event of the machine, the next maintenance job can already be viewed after the current one has been closed. If no announced jobs appear in the selection list, the "Announced" status must not be selected. If the due status is set as filter, but no job status is selected, the result list will be empty. Irrespective of the initiation of the maintenance jobs, event-controlled or time-controlled, you can use the filter to limit the jobs to status "due" that now must be completed. You can also use the filter to select a status other than "due" so that these jobs do not appear in the selection list. If the "due" status is set as filter, but no job status is selected, the result list will be empty. Shows only closed jobs. You can also use the filter to select a status other than this one so that these jobs do not appear in the selection list. If the "due" status is set as filter, but no job status is selected, the result list will be empty. 108 Manual, 03/2017, A5E B-AB

109 Machine information 6.2 Maintenance - Maintenance jobs This filter acts only on jobs with status "New" and "Open". Closed in interval from... to... Responsible organization Shows only the open maintenance jobs from the specified time. Note: This filter affects only new and open maintenance jobs. An input of 1 to 99 digits is permitted. You can select the following time units in the dropdown list: Days Week Months Enter the interval in the input field to include only the closed maintenance jobs in the specified interval in the selection result. The date must be entered in the following format: DD.MM.YYYY To plan specifically, create a selection list for each specific organization. Select one of the created organizations in the dropdown list. Maintenance jobs x - y of z Maintenance jobs Shows the number of maintenance jobs. << >> Shows the number of windows with direct selection. Job number Icons Designation Status Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Shows the job number. The system generates this unique consecutive number for maintenance jobs automatically. Opens a window to view and edit further details of the maintenance job, see below: "Open maintenance job". Shows the icons generated automatically by the system for the purpose of classifying the maintenance job. For the meanings of icons, refer to the following Chapter: Explanation of icons (Page 14). Shows the designation of the maintenance job which the user specified during configuration. Shows the current status of the maintenance job. The display is automatically selected by the system, depending on the acknowledgement made by the user. Only one state can apply at any one time. Shows that the job is open. Shows that the job is closed and OK. Shows that the job is closed with errors. Shows that the job is open and has not yet been started. This is possible only for the interval counter as well as for time-controlled jobs. Shows that the job is not due yet (white icon). Shows the advance notice for a due date (yellow icon). Shows that the end date set by the user for the job execution is exceeded (red icon). [number d] Shows the number of days until the execution time in the "Date" column. Siemens Automation Products Manual, 03/2017, A5E B-AB 109

110 Machine information 6.2 Maintenance - Maintenance jobs Schedule date Resp. Org. Shows the execution time for the maintenance job. The system calculates the time using the specifications configured by the user. This column can be sorted in ascending or descending numeric sequence. Shows the organization configured as "responsible" in the maintenance schedule. Removes the maintenance job from the overview provided it has not yet been opened or closed. Button Filter Back Click "Filter" to activate the selection. The display is updated to this filter condition. Click "Back" to return to the "Machine information" overview. Figure 6-55 Maintenance jobs Open maintenance job Job details Job number Schedule date Time Shows the job number. Shows the execution time for the maintenance job calculated by the system according to the basic settings configured by the user. You have the option of changing the date for this job once. Select the interval using the calendar function. Shows the due time of the maintenance jobs at the configured date. 110 Manual, 03/2017, A5E B-AB

111 Machine information 6.2 Maintenance - Maintenance jobs Status... Overdue by... days Machine ID Designation Service engineer responsible org. Work instruction Files x-y of z Shows the current status of the maintenance job. The status can be changed here. You can select the following statuses in the drop-down list: New Open Closed, OK Closed, error Maintenance jobs in the "closed" status can only be viewed but not changed. Opening the job indicates that the maintenance measures required in the job have been performed already. Closing the job acknowledges the maintenance job. It can be specified here whether or not the maintenance measure was successful. Shows the machine ID. The machine ID is specified in the machine master data and, depending on the view, the "own view" or any "partner view", differ for the same job. Shows the designation of the maintenance schedule specified by the user. Shows the technician logged in to SINUMERIK Integrate who most recently opened the maintenance job on the machine. Shows the organization configured in the maintenance schedule as taking responsibility. The responsibility for this maintenance job can be transferred to another organization from the drop-down list, see also Chapter: Create/edit machine (Page 295) Enter a description of the maintenance measures to be performed. This description serves as the work instructions for the maintenance personnel. Up to 2000 characters, including spaces, can be entered. Shows the number of files. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the "Add file" window and permits you to insert a file in PDF format that provides further job details. Click the "Browse..." button. A browser window opens and you can navigate to the desired file in the system. Note: Only files in PDF format will be shown to the user at the control operator panel. The maximum file size is 4 MB. If you want to mark the file with a warning triangle, activate the "Safety note" checkbox under "Mark file as safety note". Comment Add file Deletes the file from the maintenance job. Files that contain safety information cannot be deleted from the maintenance job. Enter a description of the maintenance measures to be performed. This description serves as maintenance report for the maintenance staff. Up to 1000 characters, including spaces, can be entered. Siemens Automation Products Manual, 03/2017, A5E B-AB 111

112 Machine information 6.2 Maintenance - Maintenance jobs Figure 6-56 Maintenance job 112 Manual, 03/2017, A5E B-AB

113 Machine information 6.3 Fault services - report fault 6.3 Fault services - report fault In the "Machine information" > "Fault services" > "Report fault" tab you can request fast help in the case of a fault. of the function If, in case of a fault, you click the "Report fault" function, the "Report fault" window opens immediately. Fault details Fault report Requesting party Phone Enter the fault type in the input field. Shows the user name. Enter a telephone number where you can be reached for queries. Button OK Cancel Click "OK" to send the message. Click "Cancel" to close the window without reporting the fault. Figure 6-57 Report fault Once the fault has been reported, the maintenance department can immediately analyze the actual condition of the machine in which a fault occurred, see also Chapter: Requesting fault processing (Page 249) Siemens Automation Products Manual, 03/2017, A5E B-AB 113

114 Machine information 6.3 Fault services - report fault 114 Manual, 03/2017, A5E B-AB

115 Setting up functions 7 Introduction The "Configure functions" tab is used to define functions for maintenance and monitoring of a selected machine. Prerequisite for the setup of functions is the selection of a machine. Overview Figure 7-1 "Set up functions" tab The functions are divided into the following areas: Maintenance (Page 117) Fault services (Page 150) Global settings (Page 209) Copying function settings (Page 214) Client-server communication (Page 224) of the function The "Configured functions - Overview" window shows a list of all defined functions. Type Name Required for Dependent on Shows the function type of the defined function. Shows the name of the configuration. Shows the further configurations that use this subconfiguration. Shows the further configurations that use this configuration as subconfiguration. Starts the export. Prints the overview on the defined printer. Button Display overview Click the "Display overview" button to display the overview of the configured functions. Siemens Automation Products Manual, 03/2017, A5E B-AB 115

116 Setting up functions Figure 7-2 Setting up functions 116 Manual, 03/2017, A5E B-AB

117 Setting up functions 7.1 Maintenance 7.1 Maintenance Maintenance schedules In the "Configure functions" > "Maintenance" > "Maintenance plans" tab you can obtain an overview of all currently pending and already processed plans for the selected single machine. The maintenance schedules describe the maintenance tasks to be performed on the machine, such as maintenance, inspection and servicing. of the function You can create purely manual tasks as well as tasks for the regular acquisition of measured quantities with measuring series: Maintenance jobs to be further processed by the target organization are automatically created from a manually created control monitor that uses this maintenance schedule. A maintenance schedule always applies to one single machine. You automatically generate maintenance jobs from a maintenance schedule. A job is created in accordance with the time interval predefined in a maintenance schedule by the machine operator or based on a trigger detected in a control monitor, e.g. in case of faults or usage intervals. In this case, the maintenance schedule must not contain any scheduling information. The job is generated when the event occurs and is always due "immediately". Maintenance schedules can always be updated. The changes apply to the following maintenance jobs and do not have any effect on previously opened, due or closed jobs, even when the schedule is deleted. Jobs generated from a schedule can be processed by the operator at the operator panel of the controller, see also Chapter: Performing a maintenance job at the machine (Page 241) ("Machine operator at the machine" application case). - OR - The jobs can be reworked by the operator at the PC, e.g. the work description or the date can be adapted. Note Access rights If you are logged in to the control as machine operator (MO), you can edit the pending jobs. Searching for maintenance schedules You can filter maintenance jobs for an easy and fast search. Filters can be set for all relevant information about a maintenance job. The filter result shows all maintenance jobs that satisfy a criterion for each criterion group (OR logic operation). The criteria groups are logically combined with one another so that the filter result must correspond to each selected and active group (AND logic operation). Siemens Automation Products Manual, 03/2017, A5E B-AB 117

118 Setting up functions 7.1 Maintenance Search Because an AND logic operation is performed for several activated filters, the logic operation may produce an empty result set. E.g. display all new maintenance jobs that are processed. +/- Click the plus/minus icon to display or hide further search criteria. Free text filter Responsible organization Filters maintenance schedules using a search criterion. If you enter several search criteria, separate the criteria with a line break. To display maintenance schedules unfiltered, the input field must be empty. Delete all entries in the input field. Filters maintenance schedules in accordance with their responsible organizations. Select the organization in the dropdown list. List view Maintenance schedules x-y of z Shows the number of maintenance schedules. << >> Shows the number of windows with direct selection. Designation Icon "..." Responsible org. Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new maintenance schedule, see below: "Creating/editing a maintenance schedule". Shows the name of the maintenance schedule. This column can be sorted in ascending or descending alphabetic sequence. Opens a window to view and edit further details of the maintenance schedule, see below: "Creating/ editing a maintenance schedule". The icon indicates the special features. If the icon shows a hand, for example, the maintenance schedule demands activities to be performed manually. For further information on the icons, refer to the following Chapter: Explanation of icons (Page 14) Shows the organization responsible for the maintenance schedule. This column can be sorted in ascending or descending alphabetic sequence. Copies the maintenance schedule. The copy is saved as a new maintenance schedule. If the name is not changed, a consecutive number is appended automatically. Deletes the maintenance schedule after a prompt. If the prompt is canceled, the maintenance schedule is retained. Button Filter Back Click "Filter" to activate the selection. The display is updated to this filter condition. Click "Back" to return to the "Configure functions" overview. 118 Manual, 03/2017, A5E B-AB

119 Setting up functions 7.1 Maintenance Figure 7-3 Maintenance schedules - List view Creating/editing a maintenance schedule Schedule data Designation Responsible organization Announcement... Prior to the scheduled date Task - Connect test series Test series x-y of z Enter a short designation of the maintenance measure. The designation is also shown in the overview of the maintenance jobs in the PC and in the control. Maximum 100 characters are permitted. Select in the dropdown list the organization that may perform the job from this maintenance schedule. Note: This information is added to the jobs from this schedule. However, any organization with access to this machine can change or delete the jobs for this schedule. Enter a time when the maintenance schedule is announced before its due date. This allows preparatory measures to be initiated timely, such as place orders. Select the following units as time specification in the dropdown list: Hours Days Weeks Months Shows the number of test series. << >> Shows the number of windows with direct selection. Designation Channel Number Measuring series Date Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new test series, see Chapter: Configuring test series (Page 139). Opens the selected test series, see Chapter: Configuring test series (Page 139) Shows the name of the test series. Shows the channel. Shows the total number of measuring series. Shows the number and type (GLT, KFT, UAT) of measuring series. Shows the point in time when the test series was saved. Deletes the test series following a confirmation prompt. The measuring series and their measurements are retained when the test series is deleted. If the prompt is canceled, the test series is retained. The test series can be Activate the checkbox to perform the test series automatically under PLC control. PLC-controlled This applies only to automatic test series. Siemens Automation Products Manual, 03/2017, A5E B-AB 119

120 Setting up functions 7.1 Maintenance Waiting time Task - Link measuring series Name and icon Axis Parameters Number Date Work instructions Files x-y of z When you activate the above-mentioned function, you can specify a waiting period (in minutes). Activate the checkbox if you want to specify the expiration time for the maintenance job that has become due from the maintenance schedule was not executed. Enter the expiration time (in minutes). Shows the name and the icon of the measuring series. Shows the axis. Shows the parameters of the starting point, end point and feed. Shows the number of measuring series. Shows the point in time at which the measuring series was saved. Enter a meaningful description of the maintenance task. Shows the number of files. << >> Shows the number of windows with direct selection. File Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the "Add file" window and permits you to insert a file in PDF format that provides further schedule details. Click the "Browse..." button. A browser window opens and you can navigate to the desired file in the system. Note: Only files in PDF format will be shown to the user at the control operator panel. The maximum file size is 4 MB. If you want to mark the file with a warning triangle, activate the "Safety note" checkbox under "Mark file as safety note". Add file Deletes the attached file from the maintenance schedule after a confirmation prompt. Files that contain a safety note cannot be deleted from the maintenance schedule. Button Connect test series Disconnect test suite Connect measuring series Disconnect measuring series Delete OK Cancel Click "Connect test series" to select a measuring series to be performed as part of the maintenance schedule and added to the measurement results. Note: You can only select one test series or measuring series. Click "Disconnect test suite" to separate the measuring series from the test series. Click "Connect measuring series" to connect the measuring series. Click "Disconnect measuring series" to disconnect the measuring series. Click "Delete" to delete the complete maintenance schedule after a prompt. Click "OK" to save the maintenance schedule. Click "Cancel" to close the window without accepting the settings. 120 Manual, 03/2017, A5E B-AB

121 Setting up functions 7.1 Maintenance Note Pending maintenance jobs Changes to maintenance schedules are not applied to pending maintenance jobs. Changes to maintenance schedules are applied to all maintenance jobs that are not yet opened, due or closed (also pre-due, if available) at the time they become due at the latest. This is indicated by the missing pin icon. Figure 7-4 Editing a maintenance schedule Note Display of PDF documents on the operator panel of a control PDF documents must not contain any active contents (Java script, fields, etc.) nor have any HTML links! At the operator panel of the control, SINUMERIK Integrate supports only the display of PDF documents that are compatible with Acrobat 1.3 (Reader Version 4.x). For correct display, create your PDF documents with the option "Initial View: Page Only/ Magnification Fit Width". Siemens Automation Products Manual, 03/2017, A5E B-AB 121

122 Setting up functions 7.1 Maintenance Variable monitors The "Configure functions" > "Maintenance" > "Variable monitors" tab can be used to view and configure an overview of all defined variable monitors. A variable monitor is configured in several steps: 1. Select the variable monitor or create a new variable monitor. 2. Name the variable monitor; comments and icons can be added as an option. 3. Define the addressable variables in SINUMERIK Integrate: PLC NC SINAMICS Drive Generic variables User-defined variables 4. Execute the variable monitor via a control monitor. Filtering and searching Filter Because each machine can have several variable monitors, the following methods can be used to find the desired variable monitors: +/- Click the plus/minus icon to display or hide further filter criteria. Free text Categories Limit value status Filters variable monitors using a search criterion. If you enter several search criteria, separate the criteria with a line break. The search applies to the "Designation" and the "Variable". To display variable monitors unfiltered, the input field must be empty. Delete manually all text in the input field. Activate the appropriate checkbox to filter specific categories. Activate the appropriate checkbox to filter the following limit values: No limit violated Warning limit violated Critical limit violated Note Analyse MyPerformance (AMP) application If you have installed the AMP application, the variable monitors are automatically available to you if the machine status detection is switched on in the machine management system The variable monitors can be activated for recording in the diagnostics actions of the control monitors. 122 Manual, 03/2017, A5E B-AB

123 Setting up functions 7.1 Maintenance Variable monitors x-y of z Shows the number of variable monitors. << >> Shows the number of windows with direct selection. Designation Icon columns Variable Triggered by Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new variable monitor, see Chapter: Configure the variable monitors (Page 123) Opens the window for viewing or editing further details of the variable monitor, see Chapter: Configure the variable monitors (Page 123) Shows the name of the variable monitor. This column can be sorted in ascending or descending alphabetic sequence. Shows the stored icons in both columns. Shows the used variable. Shows the triggers. Shows that the changed configuration on the machine is not yet active. Copies the variable monitor. The copy is saved as a new variable monitor. If the name is not changed, a consecutive number is appended automatically. Deletes the variable monitor. Button Filter Back Click "Filter" to activate the selection. The display is updated to this filter condition. Click "Back" to return to the "Configure functions" overview. Figure 7-5 Selecting a variable monitor Configure the variable monitors The detailed view of a variable monitor is divided into the following areas: Settings Triggered by control monitor Siemens Automation Products Manual, 03/2017, A5E B-AB 123

124 Setting up functions 7.1 Maintenance Variables Time series / measuring series Settings Settings Shows that the changed configuration on the machine is not yet active. Designation Icon and text Comment Delete values, active Delete values after Maximum number of values per variable Last measurement Enter a descriptive name of the variable monitor. A maximum of 195 characters (all characters) is permitted. Select in the dropdown list of icons stored in SINUMERIK Integrate and/or enter a designation of the selected icon. Note: Triggered by control monitor Control monitor Variables x-y of z Designation Warning limit Crit. limit Note that the text entered applies to the entire machine and overwrites any existing text. A maximum of 200 characters (all characters) is permitted. Enter a detailed description of the variable monitor. A maximum of 200 characters (all characters) is permitted. Activate the checkbox to delete all values in the following interval. If the checkbox is not selected, then characteristic graphs are not displayed. Enter a time after which the values will be deleted. Select the following time units in the dropdown list: Days Weeks Enter a quantitive limitation. If the maximum number of desired values is reached, the oldest values are deleted. Thus the limit is observed. Shows the time stamp of the last data acquisition. Shows an overview of the control monitors that trigger the variable monitor. Opens the window to create a control monitor, see Chapter: Creating/editing control monitors (Page 152) Opens the window to view and edit further details of the control monitor, see Chapter: Creating/ editing control monitors (Page 152) Deletes the control monitor from the configuration of the variable monitor. Shows the number of variables. Opens the window to edit or create a variable, see Chapter: Edit/create variable (Page 129) Shows the name of the variables. Shows the configured values for the warning limits. Shows the configured values for the critical limit. Click the icon to activate or deactivate the upper limit. Click the icon to activate or deactivate the lower limit. Shows the time series of the variables as a diagram. 124 Manual, 03/2017, A5E B-AB

125 Setting up functions 7.1 Maintenance Deletes the variable from the configuration of the variable monitor. Note: The automatic deletion of data does not result in the retention of the available memory space on the server. The values are no longer visible via the UI and are no longer available for evaluations. To optimize the memory space after deletion, the administrator must manually create a database backup with subsequent shrinking. [ ] Shows the unit of the variables. Time series Shows the time series of the selected variables. Button Editing variables Click the "Edit variables" button to open the "Variables" window and configure the variables. Predefined NC variables - OR - User-defined variable Note: An appropriate OPC driver or GenTec adapter is required for user-defined variables. For more information, contact your Siemens sales representative. For further information on variables, refer to the following Chapter: Edit/create variable (Page 129) Save Cancel Click "Save" to save the configuration. Click "Cancel" to close the window without changing the variable configuration. Siemens Automation Products Manual, 03/2017, A5E B-AB 125

126 Setting up functions 7.1 Maintenance Figure 7-6 Configure the variable monitor Executing variable monitor(s) using a control monitor The "Trigger variable monitor(s)" diagnostic action is used to capture the PLC variable values promptly and store them in the server. It is only possible to access the data manually via the machine events or variable monitor data series. Limit value triggers can be used to react automatically to the variable values via control monitors. Additional information can be found in the following chapters: Control monitors (Page 150) and Diagnostic actions (Page 196) 126 Manual, 03/2017, A5E B-AB

127 Setting up functions 7.1 Maintenance Selecting NC variables SINUMERIK Integrate provides a selection of predefined NC variables. The NC variables can be added to the variable monitor configuration simply by selecting them. Select NC variables Axis Select all Variable configuration Shows the machines axis to which the NC variable refers. The reference to an axis can be changed provided no data was captured for these NC variables. Activate the checkbox to select all predefined NC variables. - OR - Select the pre-defined variables: Path [m] Path (rapid) [m] Time [h] Time (jerk) [h] Time (rapid) [h] Traversing ops. [ - ] Traversing ops. (jerk) [ - ] Traversing ops. (rapid) [ - ] Jerk [m/s 3 ] Motor temperature [ C] Opens a window to configure a new NC variable. Designation Shows the names of the NC variables. Axis Shows the axis to which the NC variables refer. [ ] Shows the unit of the variables. Creates a copy of the NC variables. Removes the variables from the configuration of the variable monitor. Button Add Cancel Click "Add" to insert the selected NC variables of the variable configuration. Click "Cancel" to close the window without changing the NC variables. Siemens Automation Products Manual, 03/2017, A5E B-AB 127

128 Setting up functions 7.1 Maintenance Figure 7-7 Selecting NC variables Selecting user-defined variables Select user-defined variables Select all Constant [-] Start time [-] Current time [-] SINUMERIK Integrate provides a selection of user-defined variables. The variables can be added to the variable monitor configuration simply by selecting them. Activate the checkbox to select all user-defined variables. The constant is defined [1] and is used to check the variable monitors. The start time is the time stamp as of which variables can be recorded (client runs on the PC). The current time is the time stamp of the PC at the time of recording via the variable monitor. Button Add Cancel Click "Add" to insert the selected variables of the variable configuration. Click "Cancel" to close the window without changing the variable configuration. 128 Manual, 03/2017, A5E B-AB

129 Setting up functions 7.1 Maintenance Figure 7-8 Selecting a user-defined variable Edit/create variable You can configure any variables in the "Create variable" or "Edit variable" menu. SINUMERIK Integrate provides a selection of predefined variables. The variables can be added to the variable monitor configuration simply by selecting them. Editing/creating NC variables Edit/create variable Address Name Enter the absolute address in the original syntax of the data source. If "block" or "generic" is selected as data type, not only an address, but also a range and/or list, can be specified. Address, number specifies a range starting from the specified address. Address + address is a list. Combinations of range and list are possible. Enter an optional designation of the variables rather than the absolute address. This designation is used in the Variables window. A maximum of 40 characters (all characters) is permitted. Siemens Automation Products Manual, 03/2017, A5E B-AB 129

130 Setting up functions 7.1 Maintenance Counter type Data source Raw data format Display data type Unit Conversion Value Select the following setting in the dropdown list: No counter: The variable is always processed with the current variable value. The variable can also be a counter. The actual counter status is always processed. Up counter: The variable is used by the system as an endless difference totalizer. Note: The entire variable value is added to the counter variable if the value of the variable is smaller than the preceding value. The difference to the last value is added to the counter variable if the value of the variable is larger than the preceding value. Bit variables cannot undergo format changes and cannot be defined as counters. All other formats can be changed to variables. Select the following setting in the dropdown list: PLC: The address is interpreted in S7 syntax. NC: The address is interpreted in the syntax of the NC interface. SINAMICS Drive: The address that was defined in SINAMICS Drive for a variable. Generic: The address for any OPC expression supported by a driver/server. User-defined variable: The address expression defined in SINUMERIK Integrate for a variable. This applies only to the "generic" data type in order to correctly interpret the contents. Select the following settings in the dropdown list: Boolean 8-64-bit number Floating-point number Block String Select the data type in the dropdown list. The variable value is interpreted in the permissible S7 syntax. In addition to the S7 data types, there is the "block" type for data of all the variables specified in the address. If inputs, outputs or flags are to be recorded in the block, the "generic" type must be selected. A graphic display of a block in a diagram is not possible. Note: The data type can always be matched to the variable and modified within the permissible formats. Enter the unit of the variables to be recorded. Enter the values for the conversion. Output: Input of two values for the real variable value. Converted: Specification for the related dimensioned values. Maximum 32 digits are available for the input. Shows the actual and the converted variable values. Input and display of the dimension in a unit for the converted value. 130 Manual, 03/2017, A5E B-AB

131 Setting up functions 7.1 Maintenance Button OK Cancel Click "OK" to save the data of the variables. Click "Cancel" to close the window without accepting the changes. Note PLC data source By default, PLC addresses are restricted to the address range of the smallest PLC. If you deploy a powerful PLC and want to use the addresses in SINUMERIK Integrate, you can remove this restriction. Increase the appropriate values to the available address ranges: In the trigger DB (DB239 in the SINUMERIK Integrate Standard) DBW8 for inputs DBW10 for outputs DBW12 for flags DBW14 for times DBW16 for counters Restart the PC on which the client is installed. WARNING PLC data source Using the trigger DB with an increased address range can cause the PLC to shut down (if this address range is not actually available to the connected PLC) when the higher addresses are used in configurations. Figure 7-9 Create new variable Configure measuring series In the "Configure functions" > "Maintenance" > "Measuring series" tab you can configure the measuring series on the PC. Siemens Automation Products Manual, 03/2017, A5E B-AB 131

132 Setting up functions 7.1 Maintenance of the function You specify the parameters required for the measurement by configuring measurements or measuring series. The configurations created are always stored with the measurements and can be used again to repeat the measurements. This applies especially to measuring series. The configuration of the measuring series ensures that measurements are always made with the same settings. This permits evaluation of the progression of characteristics over time. In addition to parameters for performing a measurement, also configure the limit values of the characteristics. On the operator panel, you configure exclusively embedded in the measurement procedure. On the PC, you configure a measuring series as part of the configuration. Note Measurements in the Anglo-American dimension system (inch) Measurements can also be performed at machines that operate in the Anglo-American dimension system (inch). Converting between inch and metric dimensions must be made in the "Machine" area. After setting the general machine data MD10260 $MN_CONVERT_SCALING_SYSTEM = 1, the conversion is made in the "Machine area" under "Settings" with the "Inch changeover" function. This means that depending on the dimension system, G700/G710 is used as reset mode (not G70/G71). At the PC, you still configure the parameters in mm, while at the control, in inch. The measurement results are displayed at the PC in mm. Filtering measuring series In the "Measuring series" window, you can display specific measuring series via a filter function. Parameters Test type Axis Search text Select the following axis types from the drop-down list: all Equability axis test Circularity test Universal axis test Select the following axes from the drop-down list: X1 Y1 Z1 C1 Enter a specific text. The search applies to the designation of the measuring series. 132 Manual, 03/2017, A5E B-AB

133 Setting up functions 7.1 Maintenance Button Find Display all Back Click "Find" to start the filter operation. Click "Display all" to deactivate the set filter conditions. Click "Back" to return to the "Configure functions" overview. Figure 7-10 Measuring series overview Availability and authorizations On the operator panel, you configure a measurement or the change of a measuring series only during the measurement procedure. On the operator panel, you can also create a measuring series based on the performed measurement. The authorization required to configure measurements and measuring series is described in detail in the Appendix, see also Chapter: s of the various roles (matrix of authorizations) (Page 315) Equability test Equability axis test at the controller/pc The following parameters are required to perform an equability axis test. Parameters Designation Channel Axis Start point Enter the designation of the measuring series (measurements do not have a designation). Press the "Channel" softkey or click on the icon of the maintenance schedule to select the desired channel. The channel defines the machine axes displayed in the "Axis" dropdown list. Select the machine axes in the drop-down list that are programmed in the selected channel. Enter the axis position at which the first partial movement of the measurement starts, in mm. Siemens Automation Products Manual, 03/2017, A5E B-AB 133

134 Setting up functions 7.1 Maintenance Parameters End point Feedrate Enter the axis position at which the first partial movement of the measurement ends, in mm. Enter the speed with which the axis moves, in mm /min. Figure 7-11 Equability axis test at the control Equability axis test on the PC Parameters Limit values Characteristic values Designation WG KG With the equability axis test, one movement is carried out each forwards and backwards. The characteristics are calculated separately for each direction. As standard, limit values are defined for the characteristics that are the same for both directions of movement. [ ] Select the unit. Measuring series graphic Activate the checkbox "Separated according to direction of motion" if you want to use limit values for both directions of motion. A confirmation prompt is displayed that you must confirm with "OK" or "Cancel". Enter a name for the measuring series. Enter the value for the warning limit. Enter the value for the critical limit. Displays the measuring series in a diagram. 134 Manual, 03/2017, A5E B-AB

135 Setting up functions 7.1 Maintenance Button Reload graphic OK Cancel Click "Reload graphic" to refresh the diagram. Click "OK" to save the measuring series of the circularity test. Click "Cancel" to close the window without saving the entries. Figure 7-12 Measuring series of an equability axis test at the PC Circularity test Circularity test at the controller/pc Parameters The following parameters are required to perform a circularity test. PC and operator panel at the machine Name Channel Axis 1/2 Center Axis 1 Enter the designation of the measuring series (measurements do not have a designation). Press the "Channel" softkey or click on the icon of the maintenance schedule to select the desired channel. The channel defines the machine axes displayed in the "Axes" dropdown list. Select the possible geometry axes pair in the dropdown list. Enter the center coordinate of the circle for the first axis, in mm. Siemens Automation Products Manual, 03/2017, A5E B-AB 135

136 Setting up functions 7.1 Maintenance Parameters Center Axis 2 Diameter Feedrate Enter the center coordinate of the circle for the second axis, in mm. Enter the diameter of the circle, in mm. Enter the path speed in the circular motion, in mm/min. Figure 7-13 Circularity test at the operator panel Circularity test at the PC Note No circularity test with rotary axis Characteristic variables from the circularity test cannot be determined in the local mode! Parameters Characteristic values Name WG KG Additional trend curves from the measuring series are available at the PC. The warning and critical limits of the characteristics provide you during the evaluation with information about the distance of the qualitative status of the machine in the limit criterion. [ ] Select the unit. Measuring series graphic Enter a name for the measuring series. Enter the value for the warning limit. Enter the value for the critical limit. Displays the measuring series in a diagram. 136 Manual, 03/2017, A5E B-AB

137 Setting up functions 7.1 Maintenance Button Reload graphic OK Cancel Click "Reload graphic" to refresh the diagram. Click "OK" to save the measuring series of the circularity test. Click "Cancel" to close the window without saving the entries. Figure 7-14 Measuring series for a circularity test at the PC Universal axis test The universal axis test determines the characteristics that define the friction, the moment of inertia and a torque offset: of the function Parameters Name Channel Axis Start point The following parameters are required to perform a universal axis test. Enter the designation of the measuring series (measurements do not have a designation). Press the "Channel" softkey or click on the icon of the maintenance schedule to select the desired channel. The channel defines the machine axes displayed in the "Axis" dropdown list. Select the geometry axes in the dropdown list. Enter the axis position at which the various motions of the measurement start, in mm. The start point is the position value that is never lower than this value during measurement. Siemens Automation Products Manual, 03/2017, A5E B-AB 137

138 Setting up functions 7.1 Maintenance Figure 7-15 Universal axis test at the operator panel Universal axis test at the PC Parameters Characteristic values Name Additional trend curves from the measuring series are available at the PC. Enter a name for the measuring series. WG Enter the value for the warning limit. The warning and critical limits of the characteristics provide you during the evaluation with infor KG Enter the value for the critical limit. mation about the distance of the qualitative status of the machine in the limit criterion. [ ] Select the unit. Measuring series graphic Displays the measuring series in a diagram. Button Reload graphic OK Cancel Click "Reload graphic" to refresh the diagram. Click "OK" to save the measuring series of the circularity test. Click "Cancel" to close the window without saving the entries. 138 Manual, 03/2017, A5E B-AB

139 Setting up functions 7.1 Maintenance Figure 7-16 Measuring series of a universal axis test at the PC Configuring test series In the "Configure functions" > "Maintenance" > "Test series" tab an overview of the test series is displayed. You can create and change new test series. Test series largely automate the execution of the measurements. A test series can contain any number of measuring series. These measuring series are performed successively in the defined order when a test series is run. An operator is required at the machine only to start the test series. The measurements are made and measurement results saved without any further operator actions. Configuring a test series Opens the window for adding a test series. Opens the window for changing a test series. Deletes the test series following a confirmation prompt. Siemens Automation Products Manual, 03/2017, A5E B-AB 139

140 Setting up functions 7.1 Maintenance Designation Channel Measuring series Qty. Comment Date y measuring series, x unchecked Designation Icon Axis Parameters Shows the name of the test series. SINUMERIK Integrate suggests an automatically generated designation that can be changed. The designations of test series must be unique within the context of the machine. The designations are automatically supplemented if the designation entered by the machine operator has already been assigned to another test series. Select the desired channel in the dropdown list. Shows the number and icons, method and type of the measuring series. Shows the number of measuring series. Enter a detailed description of the test series. Shows the date and time of the test series. y : Shows the number of complete measuring series. x: Shows the number of untested measuring series. Shows the measuring series for a test series. Colored icons are untested measuring series. Measuring series can be added, removed or changed in their sequence. Select the desired measuring series and drag it to the desired location. - OR - Select the measuring series and use the arrow keys to position the measuring series appropriately. Button OK Cancel Click the "OK" button to save the test series. Click "Cancel" to close the window without accepting the changes. Note Changing the channel is not possible A test series can only contain measuring series of one channel. It is not possible to change a channel in a test series. 140 Manual, 03/2017, A5E B-AB

141 Setting up functions 7.1 Maintenance Figure 7-17 Changing the configuration of a test series Availability and authorizations Test series can only be configured on the PC. The authorizations required for configuring test series are described in the following Chapter: s of the various roles (matrix of authorizations) (Page 315) Prolog and epilog program for a measurement In the "Configure functions" > "Maintenance" > "Leader and trailer for taking the measurements" tab, you program a leader and trailer program. Siemens Automation Products Manual, 03/2017, A5E B-AB 141

142 Setting up functions 7.1 Maintenance Programming on the PC Suitable programming of the prolog and epilog program can influence how the test is performed. You can hide individual measuring series under the tested conditions, e.g. due to a risk of collision, when a test series is performed. Data from Service engineer Shows the date and time of the NC program. Shows the service engineer of the NC program. Button Reset When you click on "Reset", you get a prompt asking whether you want to load the default program for the prolog and epilog. Clicking on "OK" loads the program and allows you to adapt it. After the change, click again on the "OK" button, you get another prompt asking whether you want to accept the changes. Activate the checkbox if no check is to be carried out by the axis test after the change is accepted. OK Cancel Changing the prolog and epilog program Click "OK" to save the changes. Click "Cancel" to close the window without accepting the changes. Figure 7-18 Prolog/epilog program 142 Manual, 03/2017, A5E B-AB

143 Setting up functions 7.1 Maintenance Measurement at the controller To prepare the control making it suitable for the test, an NC program that has been specially adapted to the machine by the machine manufacturer or end user is executed at the beginning of the test. This allows for specific changes in the machine settings enabling the operator to perform the test (e.g. deactivation of transformations and couplings, resetting of preset G codes). The prolog and epilog program is reloaded into the control with the name "N_EPS_PROLOGEPILOG_SPF" every time a test is run. Use the NC program editor of the operator panel to adapt this program. After the test has been performed, SINUMERIK Integrate automatically checks whether the prolog/epilog program was changed. If required, it is saved permanently. Figure 7-19 Request for an NC-START After a change in the prolog and epilog and of the axis test-specific parameters, you get a safety prompt: "You have changed the parameters of measuring series. After a change, the axes should be tested again for safety reasons." Siemens Automation Products Manual, 03/2017, A5E B-AB 143

144 Setting up functions 7.1 Maintenance Figure 7-20 Unchecked measuring series If the measuring series was checked, further safety prompts are displayed. Prompt "Do you want to accept the changes and perform an axis test?" "Do you want to accept the changes and not perform an axis test?" "Do you want to reject the changes?" If the axis test has already been performed successfully, it is marked as "Tested". Press the "Select" softkey to reset the "Tested" status. A onetime successful execution of the axis test is required in order to be able to also execute this automatically (e.g. via maintenance schedules). If the axis test has already been performed successfully, it is marked as "Tested". Press the "Select" softkey to accept the changes; the "Tested" status is retained. It is not necessary to repeat the axis test. If the axis test has already been performed successfully, it is marked as "Tested". Press the "Select" softkey to discard the changes; the "Tested" status is retained. It is not necessary to repeat the axis test. Note Retaining the "Tested" status, despite changes The option can be enabled in the organizational data to perform changes in the axis-testrelevant data and retain the "Tested" status, even when no new manual test is performed. 144 Manual, 03/2017, A5E B-AB

145 Setting up functions 7.1 Maintenance Figure 7-21 Checked measuring series Call sequence of the NC programs The prolog and epilog program is executed before and after every measurement movement, at the start of a test series and at the end of a test series. Parameters testtype == "FRAME" testtype == "CIRCULARITY" testtype == "EQUABILITY" testtype == "UNIVERSAL" Marks the call at the start and end of the test series. FRAME = prolog/epilog of the test series Marks a measurement of the circularity test type. Marks a measurement of the equability axis test type. Marks a measurement of the universal axis test type. Example of a call sequence Prolog for a test series (testtype == "FRAME") Prolog for measuring series 1 (testtype == "CIRCULARITY") Checking the return parameters Measurement1 Epilog for measuring series 1 (testtype == "CIRCULARITY") Prolog for measuring series 2 (testtype == "EQUABILITY") Checking the return parameters Measurement2 Epilog for measuring series 2 (testtype == "EQUABILITY") Prolog for measuring series 3 (testtype == "UNIVERSAL") Checking the return parameters Measurement3 Siemens Automation Products Manual, 03/2017, A5E B-AB 145

146 Setting up functions 7.1 Maintenance Example of a call sequence Prolog for measuring series 3 (testtype == "UNIVERSAL") Prolog for measuring series 4 (testtype == "CIRCULARITY") Checking the return parameters Measurement4 Epilog for measuring series 4 (testtype == "CIRCULARITY")... Epilog for test series (testtype == "FRAME") Calls performed before and after a measurement contain further call parameters of the program that contain the specific information about the measurement in accordance with the table. of the call parameters All position values refer to the machine coordinate system (MCS): Parameters Equability axis test Circularity test Universal axis test doprolog measseriesname intparam1 intparam2 TRUE = call as prolog FALSE = call as epilog Name of the measuring series (in UPPERCASE LETTERS) Channel axis number of the traversing axis Channel axis number of the measurement axis Plane selection 1 = G17 2 = G18 3 = G19 Reserve Channel axis number of the traversing axis Reserve intparam3 Reserve Reserve Reserve intparam4 Reserve Reserve Reserve intparam5 Reserve Reserve Reserve intparam6 Reserve Reserve Reserve realparam1 Starting position 1st center point coordinate of the circle realparam2 End position 2nd center point coordinate of the circle Starting position realparam3 Reserve Circle diameter Reserve realparam4 Feedrate Feedrate Reserve realparam5 Reserve Reserve Reserve realparam6 Reserve Reserve Reserve axparam1 axparam2 axparam3 Channel axis (traversing axis) Machine axis (measurement axis) Machine axis (traversing axis) Channel axis 1 (traversing axis) Channel axis 2 (traversing axis) Reserve Maximum position Channel axis (traversing axis) Reserve Reserve axparam4 Reserve Reserve Reserve axparam5 Reserve Reserve Reserve axparam6 Reserve Reserve Reserve 146 Manual, 03/2017, A5E B-AB

147 Setting up functions 7.1 Maintenance of the return parameters You can influence the measurement execution via the return parameters. The return values are always queried after call with doprolog = True and testtype = " ", i.e. after the prolog is called for each measuring series. The measurement then continues according to the returned values. Parameters Equability axis test Circularity test Universal axis test eps_error 0 = (Preassigned) carry out the measurement 1 = Suppress execution of measurement, continue with the next measuring series. Errors are not displayed User-defined variable Display user-defined variables In the "Configure functions" > "Maintenance" > "User-defined variables" tab you can create and edit user-defined variables. of the function User-defined variables User-defined variables permit values to be processed that were created by the user in the SINUMERIK Integrate configured logic. These values are defined as user-defined variables so that they can be addressed in the downstream logic. The "stop watch" is a user-defined variable. The stop watch permits a time to be measured that can be started and stopped with any signals. The same signal can be used for both the start and the stop. The measured time is recorded as a time series (variable monitor). It can automatically be checked against limit values. A variable monitor must be set up for this. Any variable can be used for the start and stop signals. If a PLC variable is used in the S7 syntax (not OPC), the determined time cycle is exact to the millisecond. The maximum repeat frequency for a subsequent stop must lie in the higher double-digit seconds range. Remaining memory See Chapter: PLC triggers (Page 162) Remaining performance Configure PLC settings User-defined variables x-y of z Shows the number of user-defined variables. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new user-defined variable, see Chapter: Edit user-defined variable (Page 148) Designation Shows the name of the user-defined variable. Siemens Automation Products Manual, 03/2017, A5E B-AB 147

148 Setting up functions 7.1 Maintenance Perf. Details Last measurement Value Opens the window to view and edit further details of the user-defined variables, see Chapter: Edit userdefined variable (Page 148) Shows the icon. Shows the performance required from the PLC. Shows the logic to determine the value of the user-defined variable. Shows the time of the most recently determined value of the user-defined variable. Shows the current most recently determined value of the user-defined variable. Shows that a user-defined variable is defined but not used. If a warning triangle is displayed, values have not yet been determined for the user-defined variable. The logic is not yet active using a synchronization with the machine client. Shows that the variable is being used. Deletes the variable from the overview. Figure 7-22 User-defined variables, list view Edit user-defined variable In the details view you can view and edit the contents of a user-defined variable. of the function Edit user-defined variables General Designation Details Trigger Designation Condition Comment Enter a meaningful name. Shows the trigger type. Shows the trigger name. Shows the trigger conditions. Opens the window to view and edit further details of the trigger type, see Chapter Creating/editing a machine trigger (Page 158). Enter an additional description of the user-defined variable. 148 Manual, 03/2017, A5E B-AB

149 Setting up functions 7.1 Maintenance Figure 7-23 User-defined variables, detailed view Siemens Automation Products Manual, 03/2017, A5E B-AB 149

150 Setting up functions 7.2 Fault services 7.2 Fault services Control monitors Display control monitors In the "Configure functions" > "Fault services" > "Control monitors" tab you can use control monitors to evaluate events that occur directly in the control. Machine states can be acquired in order to draw general conclusions about errors (e.g. alarms), current machine states (e.g. about accuracy determined by circularity test), or use of resources; to collect production data (e.g. workpiece counters); to obtain statistical data; and to analyze individual events on a temporary basis. You can use a control monitor to define the type of the signals and so the automatically initiated activities. If SINUMERIK Integrate detects such an event, it can automatically trigger certain operations or provide diagnostic data for further analysis. Several trigger definitions, even of different types, and several parallel actions can be stored in each control monitor. of the function Control monitors +/- Click the plus/minus icon to display or hide further control monitors. All control monitors Search and filter Basic settings Status active Common start date New triggers participate Expand the triggers defined in the control monitor for direct editing. The following filter options are available: Trigger Diagnostic actions Workflow actions Priority Activate the checkbox to disable all active control monitors for the next synchronization. Note: Remaining memory and PLC performance index Does not change the activation state of each monitor. Use the calendar function to define the time for triggering the execution of the control monitor. Each time-based trigger can be set so that it responds to the start date. If a start date has not been specified, all triggers respond with the response identification to the common start date. Specifying dates in the past is not permitted. Dates up to 2 years in the future can be specified. Activate the checkbox to accept the default setting of the trigger. If an individual trigger setting has not been made for participation at the start date, the triggers will respond at the start date. 150 Manual, 03/2017, A5E B-AB

151 Setting up functions 7.2 Fault services PLC trigger configuration PLC trace configuration PLC trace data Remaining performance Exchanging addresses in notifications Control monitors x-y of z Use the PLC performance index to define how much performance may be used for the PLC trigger. Each PLC trigger uses a certain number of performance points. This enables you to control the extent to which the PLC can be used by the PLC trigger. The PLC performance index is defined individually by the administrator. Click the arrow icon to switch directly to the "Exchanging addresses in notifications" window. The window opens and you can replace an address with another address from the organization address book. This address must be configured in one or more notifications of a control monitor, see Chapter: Replacing addresses in notifications (Page 156) Shows the number of control monitors. << >> Shows the number of windows with direct selection. Designation Memory requirements Perf. Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new control monitor, see Chapter: Creating/editing control monitors (Page 152) Opens the window to edit the control monitor, see Chapter: Creating/editing control monitors (Page 152) Shows the name of the control monitor. This column can be sorted in ascending or descending alphabetic sequence. The control monitor has triggers that depend on the common start date: No display: No Checkbox selected: The triggers participate in the common start date. Checkbox not selected: The triggers do not participate in the common start date. Shows the memory requirement for the following data: PLC trigger configuration PLC trace configuration PLC trace data Shows the currently used PLC performance. Shows whether the control monitor on the machine is running or inactive. Shows that the configuration currently stored is not yet effective on the machine. Duplicates the control monitor. The designation is accepted and provided with a consecutive number, e.g. (1). Deletes the control monitor from the overview. Button Delete Save Reject Click "Delete" to delete the selected control monitors. Click "Save" to save the settings. Click "Reject" to go to the "Configure functions" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 151

152 Setting up functions 7.2 Fault services Figure 7-24 List view of control monitors Creating/editing control monitors In the details view, you can display a control monitor and perform the following actions: Select or change the trigger signals that cause the control monitor to run. Define or change the workflow/diagnostic actions that are executed when a trigger is detected. of the function "Details" tab Designation Control monitor active Delete events Enter a meaningful name. If the input field remains empty or a previously specified name is deleted, the system assigns the name "control monitor". If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name of the trigger must not exceed 40 characters. Activate the checkbox to select the control monitor. Activate the checkbox to delete all the old events of this control monitor that correspond to the following specifications. This function also deletes the attachments acquired with the control monitor. 152 Manual, 03/2017, A5E B-AB

153 Setting up functions 7.2 Fault services Delete events after Maximum number of events Enter a time. The old events of this control monitor are deleted automatically after this time. The following time units are available for selection in the dropdown list: Days Weeks Enter a value in order to specify a quantity limitation in addition to a chronological limitation of the number of values. When the maximum number of desired values has been reached, the oldest values are deleted. "Comment" tab Comment Enter a descriptive text for the control monitor. "Notification" tab Setting the notification limitation Do not send any messages for... after the notification Status Enter the earliest time after which a subsequent notification can be made. The following time units are available for selection in the dropdown list: Hours Minutes Activate the checkbox to enable the notification limitation. Button Copy Click "Copy". The configuration of the notification limit is copied to the clipboard and is available for another control monitor. Triggers/conditions/workflow and diagnostic actions Generate event entry Must not be deleted Priority Notification limitation Trigger Activate the checkbox to create an entry in the machine events for each control monitor. Activate the checkbox to retain the events in the event history. Select a priority class that was assigned events in the machine event list. This allows you to filter for specific priorities. Click the arrow icon to switch directly to the "Notification limitation" window. You specify here that for notifications, maintenance or acquisition of value series from the NC or PLC, there is no need for an entry in the history, since these actions are independent events, see Chapter: Notification limitation (Page 212) Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new trigger, see Chapter: Creating/editing a machine trigger (Page 158) Opens the window to view and edit the details, see Chapter: Creating/editing a machine trigger (Page 158) Siemens Automation Products Manual, 03/2017, A5E B-AB 153

154 Setting up functions 7.2 Fault services Copies the trigger to the clipboard. A success message is displayed. Deletes the trigger from the configuration of the control monitor after a prompt. Condition Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new condition, see Chapter: Create conditions (Page 157) Opens the window to view and edit the details of the condition, see Chapter: Create conditions (Page 157) Copies the condition to the clipboard. A success message is displayed. Deletes the condition from the configuration of the control monitor after a prompt. Workflow actions Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new workflow, see Chapter: Workflow actions (Page 193) Opens the window to view and edit the details of the workflows, see Chapter: Workflow actions (Page 193) Copies the workflow action to the clipboard. A success message is displayed. Deletes the workflow from the configuration of the control monitor after a prompt. Diagnostic actions Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new diagnostic action, see Chapter: Diagnostic actions (Page 196) Opens the window to view and edit the details of the diagnostic action, see Chapter: Diagnostic actions (Page 196) Denotes that there additional data exists for the diagnostic action in the form of an attachment. Copies the diagnostic action to the clipboard. A success message is displayed. Deletes the diagnostic action from the configuration of the control monitor. 154 Manual, 03/2017, A5E B-AB

155 Setting up functions 7.2 Fault services Button Clipboard Click "Clipboard" to display its content. Activate the checkbox for the desired designation. Click "Paste" to insert the configurations at the identical position in the control monitor. Delete Save Reject Clipboard Click "Delete" to delete the selected control monitor after a prompt. Note: The automatic deletion of data does not result in the retention of the available memory space on the server. The values are no longer visible via the UI and are no longer available for evaluations. To optimize the memory space after deletion, the administrator must manually create a database backup with subsequent shrinking. Click "Save" to save the changes/inputs made to the control monitor. Click "Reject" to close the window without accepting the changes. Figure 7-25 Detailed view control monitor Siemens Automation Products Manual, 03/2017, A5E B-AB 155

156 Setting up functions 7.2 Fault services Replacing addresses in notifications If a different person should receive notifications, you can replace the address. Note SMS notification not possible SMS notification is not possible in local operation! of the function Replace addresses Person previously notified SMS Replace with SMS Edit selected address Create address In the dropdown list, select one of the persons defined in the address book as being a notification recipient for this machine. If there is an address and telephone number, they are displayed. In the dropdown list, select one of the persons envisaged for the replacement. If there is an address and telephone number, they are displayed. Click the arrow icon to switch directly to the address book. The window opens and you can correct the address, see Chapter: Users (Page 290) Note: Changes made to the address data (name, telephone number, /sms address) act on control monitors that have stored this address. Click the arrow icon to switch directly to the address book. The window opens and you can create a new recipient, see Chapter: Addresses (Page 288) Button OK Cancel Click "OK" to start the replacement. Click "Cancel" to close the window without accepting the changes. Figure 7-26 Replacing addresses in notifications 156 Manual, 03/2017, A5E B-AB

157 Setting up functions 7.2 Fault services Create conditions Conditions are the prerequisite for a trigger to be triggered. The condition must be available before the trigger signal or at the latest at the same time. If the condition is missing, the control monitor is not executed. If the condition comes after the trigger signal, then the control monitor is not executed. of the function Name Conditions AND-linked (x) Absolute address OP User-defined var. Generic NC NC eps PLC Sinamics Comparison value/ address Enter a descriptive name for the AND-linked list of conditions. If the field remains empty or is deleted, the system generates a name from the parameters. The name varies according to the screen resolution. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, you only see the added number in the tooltip. Maximum 40 characters are permitted. x shows the number of conditions. Select the following absolute addresses and data types in the drop-down list: BOOL, BYT, CHAR, DINT, DWORD, INT, REAL, STRING WORT - the address expression must be entered directly. REAL, STRING - the address expression must be directly entered. REAL, STRING - the address expression must be directly entered. For each configured NC eps axis: Traversing path, traversing distance with rapid traverse, traversing time, traversing time with jerk, traversing time with rapid traverse, traversing operations, traversing operations with jerk, traversing operations with rapid traverse, jerk, motor temperature. - No further entries are needed. REAL - direct input or selection from the list of user-defined variables. The plausibility of the absolute addresses, their data types and possible comparison operations are supported. If required, adapt the interpretation versions of a data format so they match the comparison value (BCD, ASCII, etc.). Only the operations possible for an address type are available. Possible are: =,, >, <,,, IN, OUT. The operations are applied according to their mathematical significance. IN is a comparison of two different comparison values. The condition is satisfied if the value lies within the two values. OUT is a comparison of two different comparison values. The condition is satisfied if the value lies outside the two values. Select an arbitrary value in the appropriate format for the absolute address in the dropdown list. Copies the condition to the clipboard. A success message is displayed. Deletes after a prompt the condition from the control monitor. Siemens Automation Products Manual, 03/2017, A5E B-AB 157

158 Setting up functions 7.2 Fault services Button Add Click "Add" to create an additional editing field for a variable comparison. Figure 7-27 Conditions Creating/editing a machine trigger of the function A differentiation is made between machine triggers and server triggers: A machine trigger responds to queries for signals from the control. A server trigger responds to queries for values that have already been captured in the server, and do not depend on the communication between machine and server. You can perform all actions with every trigger. Exceptions are the fault help request of the PC and the due maintenance jobs that are not machine-triggered but are on the server monitored on the server. A trigger can be assigned a label that specifies the trigger at the central start date for maintenance. See also Chapter: Create/edit machine (Page 295) If a label has been set and a start date that has not yet been reached has been configured in the master data of the machine, the trigger will not be triggered. If the date has been reached or is in the past, the trigger will be triggered according to the conditions set for it. If a start date has not been configured, or the label has not been set, the trigger will be triggered according to the conditions set for it. 158 Manual, 03/2017, A5E B-AB

159 Setting up functions 7.2 Fault services The label for an entire trigger relates to each individual condition linked in the trigger as follows: "OFF" links no trigger condition to the start date. "ON" links all trigger conditions to the start date. "ON", faded, links at least one trigger condition to the start date. Machine trigger Machine triggers trigger all actions available in the control monitor. The trigger is made on the basis of either control variables or events that occur in the control PC. You can select the following trigger types: Alarm group (Page 160) PLC triggers (Page 162) PLC timeout triggers (Page 164) Trigger on a new value of a user-defined variable (Page 166) Combined machine trigger (Page 168) Fault message at HMI (Page 170) Time-based trigger (Page 171) Variable triggers (Page 174) Trigger on synchronization (Page 176) Trigger on control monitor script error (only for troubleshooting) (Page 177) The following triggers cannot be selected and are for internal use only. Trigger on successful diagnostic action Trigger on unsuccessful diagnostic action Trigger on start of data acquisition Trigger for variable monitor configuration change Server trigger A server trigger responds to queries for values that have already been captured in the server, and do not depend on the communication between machine and server. You can select the following trigger types: A measurement of a measuring series reaches a limit value (Page 179) Trigger on due maintenance tickets (Page 181) Variable monitor reaches limit value (Page 183) Cyclic trigger on variable monitor (Page 185) Fault message on the PC (Page 188) Time-based trigger (Page 189) Siemens Automation Products Manual, 03/2017, A5E B-AB 159

160 Setting up functions 7.2 Fault services The following trigger cannot be selected and ins for internal use only. Trigger on end of data acquisition Alarm group The "alarm group" trigger is used to respond to all alarms programmed in the control. of the function Alarm group Designation These alarms also contain the user range of alarm numbers that are assigned the machine functions for the machine diagnostics. If machine diagnostics are not performed on the basis of alarm numbers, these error messages cannot be integrated. The alarm numbers that are triggered can be entered individually, in groups, or in series. It is also possible to remove individual alarms or groups from a selection. You can link conditions that themselves do not activate a trigger. Example: A defined alarm activates the trigger only in the AUTO operating mode. Enter a descriptive name for the alarm group. If the input field remains empty or a previously specified name is deleted, the system assigns the name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name of the alarm group must not exceed 40 characters. Trigger at Alarm occurrence Activate the checkbox to trigger the alarm trigger with the incoming message for at least one alarm in the selection. Alarms Trigger for the following alarms Exclusion list Exclude the following alarms Alarm acknowledgement Activate the checkbox to trigger the alarm trigger with the outgoing message for at least one alarm in the selection. Enter the alarm numbers that activate the trigger. The alarms are entered in the following notation: Single alarms are separated by a comma, e.g. 3200, 32100,... Alarm number ranges are entered with a "-" character, e.g The alarm list must not exceed 200 characters. Enter the alarm numbers that do not activate the trigger. The alarms are entered in the following notation: Single alarms are separated by a comma, e.g. 3200, 32100,... Alarm number ranges are entered with a "-" character, e.g The alarm list must not exceed 200 characters. Note: If the same alarm is contained in the positive and in the negative list, the system will not trigger an event when the alarm occurs. This provides an easy way of excluding parts of an alarm number range, for example. 160 Manual, 03/2017, A5E B-AB

161 Setting up functions 7.2 Fault services Conditions Opens a window to create a new PLC condition. Note: When an alarm occurs, an event is triggered only if the PLC condition described here occurs at the same time. If an alarm is pending and the condition is met after this, the event will not be triggered. See also Chapter: PLC triggers (Page 162) Figure 7-28 Editing an alarm group Siemens Automation Products Manual, 03/2017, A5E B-AB 161

162 Setting up functions 7.2 Fault services PLC triggers Complex logic operations and value comparisons for PLC variables can be defined with the "PLC trigger". PLC conditions for "alarm group" triggers are configured in the same way as triggers for "PLC variables". Note To be able to use PLC triggers, PLC conditions (for conditional alarms) and PLC traces in monitors, you must set up the control appropriately. If it has not been set up correctly, you can set these functions in the monitors but you cannot activate them in the control. Settings of used data blocks must be entered for the machine, see also Chapter: Global settings (Page 209) of the function Designation Remaining memory Remaining performance Configure PLC settings Enter a descriptive name for the PLC trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name from the trigger parameters. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name of the alarm group must not exceed 40 characters. Indicates how much memory is available in the PLC block (in bytes) for PLC triggers and PLC conditions. Shows the number of PLC triggers and PLC conditions still available for the remaining performance of the PLC. Depending on the size of the variable, it may be that 2 counts for one variable. Click on the "Refresh" icon to update the remaining performance. Click the arrow icon to switch directly to the "PLC and NC settings" window. Configure the settings, see Chapter: PLC and NC settings (Page 209) Icon column Absolute address / data type Shows the list of ANDed comparison operations in the trigger (in relation to the absolute addresses). Enter the address of a PLC variable with STEP 7 syntax. All simple file types are supported. Note: The addresses can be entered in German and English notation, e.g. E1.1 or I1.1 The system does not support plausibility of the absolute addresses, their data types, or the possible comparison operations. Note: You cannot correct the data type of the absolute address subsequently. The variable must be deleted in its entirety, along with its comparison operation, and a new variable created. To manipulate the trigger logic operations and comparison operations for testing purposes by deleting entries that have already been made, each individual address can be forced, i.e. the address does not participate in the AND logic operation of the trigger. 162 Manual, 03/2017, A5E B-AB

163 Setting up functions 7.2 Fault services Trigger 1 OR Trigger 2 The comparison operations for Trigger 1 and Trigger 2 are logical OR. The comparison operation consists of the comparison operation (>, <, =, <>) and the fixed comparison value (digit). Note: SINUMERIK Integrate does not check the plausibility of the variable address for the potential comparison operation and actual comparison value. It is possible but not meaningful to compare a binary address M1.1 with greater than ± When you enter a tolerance value, the comparison value is extended with this value. The trigger condition is considered to be satisfied in the extended frame. Comment Note: SINUMERIK Integrate does not check the plausibility of the specified tolerance. The tolerance is only advisable in = operations with values (no binary signals). With >, < operations, the comparison value can be specified correctly because a tolerance direction has no effect. Enter a detailed description of the PLC trigger. Deletes an absolute address and the associated comparison operation. Deleting a comparison operation in the PLC trigger does not result in the PLC variable being deleted along with it, but instead forces the variable to renounce its participation at the trigger and hides the logic operation. To undo the forcing, the variable is selected again. The comparison operation is also available again. Button Add Delete OK Cancel Click "Add" to insert the set address in the AND logic operation of the trigger conditions. Note You must enter the comparison operation separately. SINUMERIK Integrate permits saving without comparison operation. This leaves the trigger without effect. Click "Delete" to delete the PLC trigger after a prompt. Click "OK" to save the PLC trigger. Click "Cancel" to close the window without accepting the changes. Note Next trigger triggered too early If the next trigger is triggered before execution of the diagnostics actions is completed (e.g. save data), the diagnostics actions, e.g. record data, cannot be executed. Parallel trigger evaluation is not possible. Due to system dependencies, the absence of the trigger and the data for this type of event cannot be prevented. The repeat frequency is generally less than one second, with high interface demands it may be a few seconds. Each trigger can be assigned a label, which determines its behavior at the central start date for maintenance, see Chapter: Creating/editing a machine trigger (Page 158) Siemens Automation Products Manual, 03/2017, A5E B-AB 163

164 Setting up functions 7.2 Fault services Figure 7-29 PLC triggers PLC timeout triggers The PLC timeout trigger monitors actions and functions which could not take place in the time window intended or specified for them. of the function The real-time difference that triggers the trigger if exceeded by the time configured here for comparison is determined with a definable start and stop signal from the PLC. The trigger can trigger all actions available in the control monitor. The same or different variables can be used as start and stop signals. All comparison operators for PLC variables are permitted. Trigger Designation Details Enter a descriptive name for the PLC timeout trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name "timeout". If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name of the trigger must not exceed 100 characters. 164 Manual, 03/2017, A5E B-AB

165 Setting up functions 7.2 Fault services Trigger Designation Condition Monitoring interval Opens a window to view and edit further details of the trigger type. Shows the trigger type. If the logic conditions are fulfilled for start, then monitoring starts for the specified time. If the logic conditions are fulfilled for stop, then monitoring stops. Independently, timeout times are also compared so that the trigger can be triggered. The creation of the logic is described in the PLC triggers section, see Chapter: PLC triggers (Page 162) Shows the descriptive name of the trigger type. Shows the condition specified in the PLC variable configuration. If a procedure has been started but not yet stopped, the trigger will be triggered when the monitoring time is exceeded. Enter, independent of the unit, up to 3-digit numeric values. The following time units are available: Milliseconds (at least 500) Seconds Minutes Hours Days (maximum 366) Weeks Button Delete OK Cancel Click "Delete" to delete the PLC timeout trigger after a confirmation prompt. Click "OK" to save the PLC timeout trigger. Click "Cancel" to close the window without accepting the settings. Note Time delay Due to system dependencies, the logical evaluation of exceeding the timeout value is delayed. This must be taken into account if actions that can capture only real-time data are triggered by the timeout trigger. If a timeout occurred in a cycle, the acquisition of real-time data is not possible (maximum delay in the minute range). Due to system dependencies, the repeatability of the timeout function is linked to the communication times between the PLC and the user's PC. These communication times depend on the interface demands. Although repetitions can normally be implemented under one second, several seconds must be expected for high interface demands. Siemens Automation Products Manual, 03/2017, A5E B-AB 165

166 Setting up functions 7.2 Fault services Figure 7-30 PLC timeout triggers Trigger on a new value of a user-defined variable You use a user-defined variable to monitor actions and functions that occur in a defined time window in order to detect a violation early. of the function Definable start and stop signals from the PLC determine the real-time difference and maintain it as a variable in a time series. The permissible time range can be limited with additional triggers on upper and lower limits and for prewarning and warning. The stopwatch trigger maintains a time series via the variable monitor and so can trigger all other available actions. Identical or different variables can be used as a start and stop signal, with all comparison operators permitted for PLC variables. Trigger on a new value of a user-defined variable Designation User-defined variables User-defined variables x-y of z Enter a descriptive name for the trigger. If the input field remains empty or a previously specified name is deleted, the system assigns a name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name of the trigger must not exceed 100 characters. Shows the number of user-defined variables. << >> Shows the number of windows with direct selection. 166 Manual, 03/2017, A5E B-AB

167 Setting up functions 7.2 Fault services Designation Details Last measurement Value Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Activate the checkbox to select the user-defined variables. Only one variable can be selected. An additional user-defined variable must be selected on the trigger menu level to generate a logical OR operation. Opens a window to view and edit further details of the user-defined variables, see "Details view". Shows the name of the user-defined variables and the icon next to it. This column can be sorted in ascending or descending alphabetic sequence. Shows the details that can be displayed in the column. Shows the time of the last value determination for the variable. Shows the last determined variable value. Note Communication runtime Due to system dependencies, the repeatability of the stopwatch function is linked to the communication times between the PLC and the user's PC. These communication runtimes depend on the interface demands. Although repetitions can normally be implemented under one second, several seconds must be expected for high interface demands. Figure 7-31 Trigger on a new value of a user-defined variable Details Trigger on a new value of a user-defined variable Designation Shows the name of user-defined variable. Siemens Automation Products Manual, 03/2017, A5E B-AB 167

168 Setting up functions 7.2 Fault services Selected user-defined variable Designation Details Type of the variable Last measurement Last measured value Comment Shows the name of selected user-defined variable. Shows all details of the logic used for determining the user-defined variable. Shows the icon and the name of the variable. Shows the time of the last value determination for the variable. Shows the last determined variable value. Shows the associated comment. Button Change variable Click "Change variable" to edit the user-defined variable, see Chapter: Edit user-defined variable (Page 148) Figure 7-32 Details Combined machine trigger The combined machine trigger monitors actions and functions with concurrently occurring triggers. The combined machine trigger contains the trigger on a PLC variable and a selection of other triggers that are automatically interconnected with a logical AND operation. of the function An event is created when defined single events (alarms with and without PLC condition, PLC trigger) occur together within a defined time interval. 168 Manual, 03/2017, A5E B-AB

169 Setting up functions 7.2 Fault services For the triggering, configure a time difference between the triggers. The individual trigger functions correspond to the descriptions of the associated trigger. Machine trigger Name Trigger event tolerance Variable triggers Absolute address Oper. Value(s) Hyst. Enter a descriptive name for the combined machine trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 40 characters. Enter a time range. After expiration of the time range, the successively triggered triggers are evaluated as a shared trigger. Select the unit in the dropdown list: ms = milliseconds s = seconds min = minutes h = hours The time value can lie between 500 milliseconds and 24 hours. Shows the variable trigger. When you create a trigger, click on the "Add" button and define the variable trigger as described in the following Chapter: Variable triggers (Page 174). Shows the absolute address. Shows you a possible operation for the address type. Select a value in the appropriate format for the absolute address. Shows the hysteresis of the comparison value. Copies the trigger and transfers the data to the clipboard. A success message is displayed. Deletes the trigger from the control monitor following a confirmation prompt. General triggers Icon and name Details Shows the machine trigger. When you create a trigger, click on the "Add" button. The window for creating a new trigger is opened. You can find additional information on the corresponding machine trigger in Chapter: Creating/editing a machine trigger (Page 158). Opens the window to create a new trigger. You can find additional information on the corresponding machine trigger in Chapter: Creating/ editing a machine trigger (Page 158). Shows the icon and the name of the trigger. Shows further information on the trigger. Copies the trigger and transfers the data to the clipboard. A success message is displayed. Deletes the trigger from the control monitor following a confirmation prompt. Button Add Click "Add" to add further variable triggers. Paste Click "Paste" to paste a trigger saved in the clipboard. Siemens Automation Products Manual, 03/2017, A5E B-AB 169

170 Setting up functions 7.2 Fault services Button Clipboard Delete OK Cancel Click "Clipboard" to display its content. Activate the checkbox in front of the desired designation and click "Paste" to use the trigger. Click "Delete" to delete the selected trigger after a prompt. Click "OK" to save the combined machine trigger. Click "Cancel" to close the window without accepting the machine trigger. Note Incomplete data If the next trigger is triggered before execution of the diagnostics actions is completed (e.g. save data), the diagnostics actions, e.g. record data, cannot be executed. Parallel trigger evaluation is not possible. Due to system dependencies, the absence of the trigger and the data for this type of event cannot be prevented. The repeat frequency is generally less than one second, with high interface demands it may be a few seconds. Figure 7-33 Combined machine trigger Fault message at HMI Use the "Fault message at HMI" trigger to create service cases. Enter a fault help request on the machine (machine trigger) or on a PC (server trigger). 170 Manual, 03/2017, A5E B-AB

171 Setting up functions 7.2 Fault services of the function To ensure that the fault help request reaches the correct contact person as quickly as possible, a control monitor can be used to set a trigger when fault help is requested. The control monitor then informs the persons responsible with an appropriate notification. An notification containing a description of the fault is sent automatically, see also Chapter: Fault message on the PC (Page 188) You can set up the request for fault processing on the machine or on the PC as a trigger for a control monitor. This trigger type has no configurable parameters Time-based trigger The time-based trigger monitors actions and functions in intervals ranging from seconds to days. of the function To easily coordinate time-based triggers in different intervals, you can specify a uniform start date. The trigger time calculated from the start time and the interval is displayed immediately for control purposes. The calendar functions are available for defining the trigger time. Each trigger can be assigned a label that determines its behavior at the central start date for maintenance. The general description of the triggers can be found in the Chapter: Setting up functions (Page 115). The following possibilities are available: The trigger does not trigger if an identifier is set and a start date is configured in the overview of the control monitors. The trigger triggers at the interval end when the date is reached or exceeded. The trigger triggers in accordance with its condition at the interval end if no label is set or no start date is configured. Note Time information The time details are based exclusively on the local clock set on the machine PC. Siemens Automation Products Manual, 03/2017, A5E B-AB 171

172 Setting up functions 7.2 Fault services Time-based trigger Designation Enter a descriptive name for the time-based trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name "time-based trigger". If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 40 characters. You can use all characters except for "<". Model On the client side Activate the checkbox to run the trigger time on the machine PC after which it reports to the server. The programmed actions are executed in the control monitor. All actions can be selected. Reset Start date Start time Common start date Next trigger Type of the interval On the server side Activate the checkbox to run the trigger time on the server independent of the machine. The machine can even be switched-off. Only those actions that do not require any online data from the machine can be selected. Without a specifically selected reset function, the next maintenance job is always created again in the programmed time grid - independent of closing the maintenance job. When closing a maintenance job When executing the control monitor Activate the checkbox to restart the trigger time after closing the maintenance job. The next maintenance job is determined by the set time interval from the time of closing, independent of the scheduled execution of the maintenance job. Activate the checkbox to restart the trigger time after closing the maintenance job. A maintenance job is triggered by further event triggers linked with OR. The restart of the trigger time is realized by each trigger of the control monitor used which then generates the maintenance job. Enter a specific date to start the interval. Once the interval has expired, the trigger is triggered. Click the calendar box to open the calendar representation. The current month is displayed. You can change forwards and backwards through the months in the calendar via the arrows. Click a number to accept it as start date. The date is restricted to the following interval: 24 months in the future 24 months in the past If the "Common start date" checkbox is activated, you cannot specify any start date. If there are no entries and no common start date is selected, you will be requested to enter a date. Enter the time of day for triggering the trigger. You specify the time in hours and minutes. If no entry is made, the actual time of day that is already pre-assigned is applied. To enter the start date, the "Trigger participates" checkbox must be deactivated. Trigger participates Activate the checkbox to accept the common start date automatically. If the common start date is changed subsequently, it will be corrected automatically. Shows the next trigger with date and time. 172 Manual, 03/2017, A5E B-AB

173 Setting up functions 7.2 Fault services Duration of the interval all Weekly Monthly Activate the checkbox to select a time interval "n" in the following units: Seconds (at least 60) Minutes Hours Days Activate the checkbox for the desired weekdays. Multiple selection is also possible. Activate the "Only between" checkbox if you want to specify a time range. Enter the start and end times in the following two fields. The interval runs regardless of the selected restriction. At the end of the interval, the trigger will be activated in the selected time window of the day and time. The next interval starts once the trigger has been successfully triggered. A selection between 1 to minutes or hours is possible. Activate the checkbox to select a time interval "n" in the weekly time interval. Select a day of the week from Monday to Sunday from the dropdown list. Activate the checkbox to select a time interval "n" in the monthly time interval. You can select the following days of a month in the dropdown list: first second third fourth last Select a weekday from Monday to Sunday in the dropdown list at the side. - OR - Enter a monthly interval in the "All" field. If you select this option, a weekday cannot be specified. Last execution Undetermined Activate the checkbox to specify no restriction for the last trigger. On If the checkbox is not activated, a date for the last trigger must be specified, see "On" below. Activate the checkbox to specify an exact date. Click the calendar box to open the calendar representation. The current month is displayed. You can change forwards and backwards through the months in the calendar via the arrows. Click a number to accept it as date. Calendar Siemens Automation Products Manual, 03/2017, A5E B-AB 173

174 Setting up functions 7.2 Fault services Button Delete OK Cancel Click "Delete" to delete the selected trigger. Click "OK" to save the time-based trigger. Click "Cancel" to close the window without accepting the time-based trigger. Figure 7-34 Time-based trigger Variable triggers Any variables for which a communication mechanism exists can be linked logically with the variable trigger. This communication can be, for example, an OPC server or the DDE interface. of the function Machine trigger Name Variable trigger (1) Enter a descriptive name for the variable trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 75 characters. 174 Manual, 03/2017, A5E B-AB

175 Setting up functions 7.2 Fault services Absolute address Cond. Oper. Value(s) Hyst. Select in the dropdown list the device to which the address refers: User-defined Var Generic NC NC eps PLC Enter the address in the syntax prescribed for the specific device. If the format of the addressed variable is not unique, then it is possible to manually select in which format the variable should be interpreted. Activate the checkbox to trigger for changes in value ranges, e.g. temperature range from 90 to 110 undershot or overshot. Select in the dropdown list the comparison operations to which the format of the variables are limited. =: Equal to : Not equal to <: Less than >: Greater than : Less than or equal to : Greater than or equal to IN: In the range between two values OUT: Outside the range of two values Enter a comparison value. Enter a relative value, referred to the comparison value. A new trigger to the comparison value is only realized if the actual value differs from the comparison value by more than the specified hysteresis. Enter a comparison value. Limited depending on the selected address format. Copies the variable trigger to the clipboard. A success message is displayed. Button Paste Clipboard Click "Paste" to insert the configuration from the clipboard at the identical position in another machine. Click "Clipboard" to display its content and copy a variable trigger from it. Delete OK Cancel Clipboard variable trigger Click "Delete" to delete the variable trigger after a prompt. Click "OK" to save the variable trigger. Click "Cancel" to close the window without accepting the variable trigger. Siemens Automation Products Manual, 03/2017, A5E B-AB 175

176 Setting up functions 7.2 Fault services Figure 7-35 Variable triggers Trigger on synchronization With a trigger to the set synchronization, it is possible to check and also respond if a machine logs onto the the server and supplies data. This trigger can be used for diagnostics. of the function Trigger on synchronization Designation Delay in seconds Interval between triggering in seconds Enter a descriptive name for the trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 100 characters. Enter a waiting time in seconds to prevent the trigger from responding after synchronization. The value must be less than the interval time specified below. The maximum waiting time is 10 digits. Enter a waiting time that roughly corresponds to the set synchronization time. The maximum waiting time is 10 digits. 176 Manual, 03/2017, A5E B-AB

177 Setting up functions 7.2 Fault services Button Delete OK Cancel Click "Delete" to delete the trigger. Click "OK" to save the trigger. Click "Cancel" to close the window without accepting the trigger. Figure 7-36 Trigger on synchronization Trigger on control monitor script error (only for troubleshooting) Trigger on control monitor script error is used to check automated malfunctions in the configuration for non-operational control monitors. This function is for troubleshooting only. Siemens Automation Products Manual, 03/2017, A5E B-AB 177

178 Setting up functions 7.2 Fault services of the function Each configured action, that does not provide the expected result, is signaled as a case. This can be an access to a non-existent variable or any other incomplete configurations. Trigger on control monitor script error (only for troubleshooting) Name Log level Enter a descriptive name for the trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name of the trigger must not exceed 100 characters. Select in the dropdown list which errors for the monitoring of scripts will be checked: Normal error Information Warning Critical error Max. number of signaled cases per time interval Default configuration Max. number of signaled cases Time interval in minutes Activate the checkbox to the use the default values for triggering of the trigger stored in the system. If the default configuration is not activated: Specify the number of errors that may occur within the time interval entered below without triggering the trigger. If the default configuration is not activated: Specify the time interval for the number of fault cases specified above. Button Delete OK Cancel Click "Delete" to delete the trigger. Click "OK" to save the trigger. Click "Cancel" to close the window without accepting the trigger. 178 Manual, 03/2017, A5E B-AB

179 Setting up functions 7.2 Fault services Figure 7-37 Trigger on script error Creating/editing a server trigger A measurement of a measuring series reaches a limit value The "specify trigger for measuring series" is used to trigger actions if at least one of the limits is violated during a measurement in one of the measuring series configured in the trigger. of the function If two or more measuring series are combined in the trigger, the trigger is triggered when a limit value is violated in at least one of the measuring series. Siemens Automation Products Manual, 03/2017, A5E B-AB 179

180 Setting up functions 7.2 Fault services Name The trigger only triggers if a limit value is violated during a measurement. Changing a limit value after measurement does not trigger the trigger. Trip trigger if a measurement Measuring series x- y of z Enter a descriptive name for the trigger. If the input field remains empty or a previously specified name is deleted, the system assigns a name from the selected measuring series. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 40 characters. reaches or exceeds the critical limit reaches or exceeds the warning limit reaches the warning limit but not the critical limit Activate the checkbox to initiate a measurement if a trigger reaches or exceeds the critical warning limit. Activate the checkbox to initiate a measurement if a trigger reaches or exceeds the warning limit. Activate the checkbox to initiate a measurement if a trigger reaches or exceeds the warning limit, but has not yet reached the critical warning limit. Shows the existing measuring series for the trigger. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Button Delete OK Cancel Click "Delete" to delete the selected measuring series. Click "OK" to save the trigger. Click "Cancel" to close the window without accepting the delete operation. 180 Manual, 03/2017, A5E B-AB

181 Setting up functions 7.2 Fault services Figure 7-38 Limit value for measuring series Trigger on due maintenance tickets With the "Trigger on due maintenance tickets", you monitor the execution of maintenance actions. You get a notification if a maintenance schedule has not been acknowledged. A daily check of the maintenance jobs ensures the timely notification about a delay. Siemens Automation Products Manual, 03/2017, A5E B-AB 181

182 Setting up functions 7.2 Fault services of the function Name A response can be made for specific or several jobs with different configured time delays using this trigger. A notification is available as a response. Enter a descriptive name for the trigger. If the input field remains empty or a previously specified name is deleted, the system assigns a name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 100 characters. Trigger, if a maintenance ticket is due Activate the checkbox to send a single notification for a freely configured group of maintenance activities when the maintenance jobs become due. This notification does not need to be identical with the notification in the control monitor that triggers the maintenance. Maintenance schedules x-y of z a maintenance ticket at x Days overdue An existing job is overdue. Remind every x days Shows the number of maintenance schedules. For maintenance measures that are directly controlled by the maintenance schedule, this is the only option for sending a notification indicating when maintenance measures are due. Activate the checkbox to send notifications if at least one of the maintenance jobs is overdue by 0 to 999 days. Activate the checkbox to resend the overdue notification. The intervals between repeat notifications can be specified in days (between 0 and 999). Activate the checkbox prefixed to the associated maintenance schedule to use the trigger. The trigger responds when at least one job from the list is due. Button Delete OK Cancel Click "Delete" to delete the trigger. Click "OK" to save the trigger. Click "Cancel" to close the window without accepting the trigger. 182 Manual, 03/2017, A5E B-AB

183 Setting up functions 7.2 Fault services Figure 7-39 Trigger when maintenance jobs are due Variable monitor reaches limit value The "Specify trigger on variable monitor" is used to monitor the limit values defined in the variable monitor. of the function In contrast to the interval-based evaluations, no endless counter is used, since otherwise a trigger can only be initiated once during the entire life cycle of the this monitor. A normal PLC variable is used that can fluctuate around a limit value so that this monitor becomes active each time a limit value is violated. Since the variable monitor cannot generate an entry in the event history, this is done via the control monitor. This allows limit value violations to be documented. More advanced functions of the control monitor, with workflow actions and diagnostic actions, are available in their complete scope. Interactive actions for limit value violations can be initiated. Since the processed data is not updated cyclically, the evaluation is done by reaching or exceeding the limit. In order not to trigger an action at every triggering, edge evaluation can Siemens Automation Products Manual, 03/2017, A5E B-AB 183

184 Setting up functions 7.2 Fault services Variable monitor trigger Name Trigger if a variable monitor Variable monitors x- y of z be selected. If the edge evaluation is selected, only the first trigger after the limit value violation generates an event. Enter a descriptive name for the trigger. If the input field remains empty or a previously specified name is deleted, the system assigns a name. If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 100 characters. Reaches or exceeds the critical limit Reaches or exceeds the warning limit Reaches the warning limit but not the critical limit Trigger on edge Trigger on level Activate the checkbox to initiate a measurement if a trigger reaches or exceeds the critical warning limit. Activate the checkbox to initiate a measurement, if a trigger reaches or exceeds the warning limit. Activate the checkbox to initiate a measurement if a trigger reaches or exceeds the warning limit, but has not yet reached the critical warning limit. Activate the checkbox to trip the trigger if the transition from the last recording of the variables to the new recording of the variables is taking place. Activate the checkbox to trip the trigger if the variable contents are recorded and the trigger function is detected. Shows the number of existing variable monitors for the trigger. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. The limit values are permanently configured in the variable monitor. Triggering for several limit values of a variable and for each limit value violation is possible only when several variable monitors are used. Note Multiple limit values If several limit values are monitored in one monitor, triggering is not possible for each individual limit violation. In this case, only the first limit violation results in a trigger. 184 Manual, 03/2017, A5E B-AB

185 Setting up functions 7.2 Fault services Figure 7-40 Specifying a trigger on variable monitor Cyclic trigger on variable monitor Use the "Cyclic trigger on variable monitor counter" trigger to monitor defined limit values for a variable because of reached/exceeded limits or reached/exceeded intervals. The limit values are read cyclically from the control if they have been defined as counter. Selecting a variable monitor counter Endless counters in SINUMERIK Integrate cannot be reset, even when the variable is reset. Cyclic triggers on variables require a variable defined as counter. These are processed as endless counters (without zero crossing) so that the intervals are always consistent. If a configured interval value is reached or exceeded, the trigger is tripped. Note Cyclical trigger as template Cyclic triggers for NC variable data can only be created as a template if an axis configuration is available. Because the endless counter function of the NC cannot be guaranteed when components are exchanged, when a smaller new value is read, SINUMERIK Integrate adds it as offset to the old value. Each trigger can be assigned a label that determines its behavior at the central start date for maintenance. Additional information can be found in the following Chapter: Create conditions (Page 157). Siemens Automation Products Manual, 03/2017, A5E B-AB 185

186 Setting up functions 7.2 Fault services Endless counter SINUMERIK Integrate restricts the use of variables for this cyclic server trigger to endless counters that were defined in SINUMERIK Integrate. The values read in a different control monitor action (execute variable monitor) can be prompted in such a way that the trigger is triggered when a configured interval value is reached or exceeded. The interval is then automatically extrapolated to the interval grid for the next prompt. Selecting a cyclic trigger on variable monitor Cyclic trigger on variable monitor counter Designation Reset Variable monitor counters x-y of z Variable monitor counter Variable monitor Designation Address Status Trigger Interval Remainder Enter a descriptive name for the cyclical trigger. If the input field remains empty or a previously specified name is deleted, the system assigns a name. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 100 characters. You can use all characters except for "<". Without a specifically selected reset function, the next maintenance job is always created again in the programmed time grid - independent of closing the maintenance job. When closing a maintenance job When executing the control monitor Shows the number of variable monitor counters. Shows the variable monitor counter. Shows the variable designation. Shows the address. Activate the checkbox to restart the trigger time after closing the maintenance job. The next maintenance job is determined by the set time interval from the time of closing, independent of the scheduled execution of the maintenance job. Activate the checkbox to restart the trigger time after closing the maintenance job. A maintenance job is triggered by further event triggers linked with OR. The restart of the trigger time is realized by each trigger of the control monitor used which then generates the maintenance job. Shows the counter status corrected by SINUMERIK Integrate for current absolute variable content. Enter the counter reading for when the next initiating action will take place. If no manual input is made, SINUMERIK Integrate calculates the triggers automatically for the interval change and enters them. Enter the interval value. 9-digit counter values are permitted. You can specify an interval value for each variable provided. As soon as the variable value has exceeded the trigger value, the trigger is triggered and a new count interval begins. The trigger value is incremented by the configured interval value. If several counters are combined in one trigger, the first counter to exceed the interval limit triggers the trigger. A new count interval then starts for all counters that are combined in the trigger. Shows the remaining count units (as a percentage) until the next trigger in a numeric and graphic display. 186 Manual, 03/2017, A5E B-AB

187 Setting up functions 7.2 Fault services [ ] Shows the counter unit. Clears the counter from the server trigger. Note PLC counter PLC counters cannot be used as SINUMERIK Integrate counters! It is not possible to correct this configuration (counters). This configuration must be completely deleted and re-entered. Because the PLC does not have an endless counter function, when a smaller new value is read, SINUMERIK Integrate adds it as offset to the old value. Button Delete OK Cancel Click "Delete" to delete the counter. Click "OK" to save the trigger. Click "Cancel" to close the window without accepting the trigger. Figure 7-41 Cyclic trigger on variable monitor counter Siemens Automation Products Manual, 03/2017, A5E B-AB 187

188 Setting up functions 7.2 Fault services Fault message on the PC The "Fault message on the PC" trigger notifies persons via SMS and/or s on the PC when an event occurs on the control. The user records the fault message on the PC and saves the control monitor. Note SMS notification not possible SMS notification is not possible in local operation! of the function Fault details Fault report Requesting party Phone Shows the detailed description of the fault. Shows the name of the machine operator. Enter the phone number of the machine operator. Figure 7-42 Report fault The fault is reported on the PC after the fault message has been saved on the control. The message is displayed in the control monitor / event list. Date Icons Opens a window to view further details about the fault message. Shows the date of the fault message. The fault message automatically creates the date with the following date display: DD.MM.YYYY and time of day (hours, minutes, seconds). Indicates the status of the job. The display is automatically selected by the system, depending on the acknowledgement made by the user. Only one state can apply at any one time. The following icons can be displayed: The job is open (white icon). The job is open and has not yet been started (yellow icon). This is possible only for the interval counter and the time-controlled jobs. The job is closed and OK (gray icon). 188 Manual, 03/2017, A5E B-AB

189 Setting up functions 7.2 Fault services The job is closed and not OK (gray icon). The job is not yet due (white icon). The job is due soon (yellow icon). The job has exceeded the due date (red icon). Control monitor / event Priority Shows the associated control monitor concerned and the event type. Shows the priority of 0 to 5 specified by the user. Deletes the fault message from the list. Figure 7-43 Fault message on the PC Time-based trigger The time-based trigger monitors actions and functions in intervals ranging from seconds to days. of the function To easily coordinate time-based triggers in different intervals, you can specify a uniform start date. The trigger time calculated from the start time and the interval is displayed immediately for control purposes. The calendar functions are available for defining the trigger time. Each trigger can be assigned a label that determines its behavior at the central start date for maintenance. The general description of the triggers can be found in the Chapter: Creating/editing a machine trigger (Page 158). The following possibilities are available: The trigger does not trigger if an identifier is set and a start date is configured in the overview of the control monitors. The trigger triggers at the interval end when the date is reached or exceeded. The trigger triggers in accordance with its condition at the interval end if no label is set or no start date is configured. Siemens Automation Products Manual, 03/2017, A5E B-AB 189

190 Setting up functions 7.2 Fault services Note Time information The time details are based exclusively on the local clock set on the machine PC. Time-based trigger Designation Enter a descriptive name for the time-based trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name "time-based trigger". If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 40 characters. You can use all characters except for "<". Model On the client side Activate the checkbox to run the trigger time on the machine PC after which it reports to the server. The programmed actions are executed in the control monitor. All actions can be selected. Reset Start date Start time Common start date On the server side Activate the checkbox to run the trigger time on the server independent of the machine. The machine can even be switched-off. Only those actions that do not require any online data from the machine can be selected. Without a specifically selected reset function, the next maintenance job is always created again in the programmed time grid - independent of closing the maintenance job. When closing a maintenance job When executing the control monitor Activate the checkbox to restart the trigger time after closing the maintenance job. The next maintenance job is determined by the set time interval from the time of closing, independent of the scheduled execution of the maintenance job. Activate the checkbox to restart the trigger time after closing the maintenance job. A maintenance job is triggered by further event triggers linked with OR. The restart of the trigger time is realized by each trigger of the control monitor used which then generates the maintenance job. Enter a specific date to start the interval. Once the interval has expired, the trigger is triggered. Click the calendar box to open the calendar representation. The current month is displayed. You can change forwards and backwards through the months in the calendar via the arrows. Click a number to accept it as start date. The date is restricted to the following interval: 24 months in the future 24 months in the past If the "Common start date" checkbox is activated, you cannot specify any start date. If there are no entries and no common start date is selected, you will be requested to enter a date. Enter the time of day for triggering the trigger. You specify the time in hours and minutes. If no entry is made, the actual time of day that is already pre-assigned is applied. To enter the start date, the "Trigger participates" checkbox must be deactivated. Trigger participates Activate the checkbox to accept the common start date automatically. If the common start date is changed subsequently, it will be corrected automatically. 190 Manual, 03/2017, A5E B-AB

191 Setting up functions 7.2 Fault services Next trigger Type of the interval Duration of the interval Shows the next trigger with date and time. all Weekly Monthly Activate the checkbox to select a time interval "n" in the following units: Seconds (at least 60) Minutes Hours Days Activate the checkbox for the desired weekdays. Multiple selection is also possible. Activate the "Only between" checkbox if you want to specify a time range. Enter the start and end times in the following two fields. The interval runs regardless of the selected restriction. At the end of the interval, the trigger will be activated in the selected time window of the day and time. The next interval starts once the trigger has been successfully triggered. A selection between 1 to minutes or hours is possible. Activate the checkbox to select a time interval "n" in the weekly time interval. Select a day of the week from Monday to Sunday from the dropdown list. Activate the checkbox to select a time interval "n" in the monthly time interval. You can select the following days of a month in the dropdown list: first second third fourth last Select a weekday from Monday to Sunday in the dropdown list at the side. - OR - Enter a monthly interval in the "All" field. If you select this option, a weekday cannot be specified. Siemens Automation Products Manual, 03/2017, A5E B-AB 191

192 Setting up functions 7.2 Fault services Last execution Undetermined Activate the checkbox to specify no restriction for the last trigger. On If the checkbox is not activated, a date for the last trigger must be specified, see "On" below. Activate the checkbox to specify an exact date. Click the calendar box to open the calendar representation. The current month is displayed. You can change forwards and backwards through the months in the calendar via the arrows. Click a number to accept it as date. Calendar Button Delete OK Cancel Click "Delete" to delete the selected trigger. Click "OK" to save the time-based trigger. Click "Cancel" to close the window without accepting the time-based trigger. Figure 7-44 Time-based trigger 192 Manual, 03/2017, A5E B-AB

193 Setting up functions 7.2 Fault services Workflow actions You can add the following workflow actions using the function "Add workflow action - select type of workflow action": Notifying persons via or SMS Creating a maintenance job Note SMS notification not possible SMS notification is not possible in local operation! Notifying persons via The "Recipients of SMS and notifications" workflow action notifies persons via for an event. The receiving addresses are stored in the address book. Recipient x-y of z Name Mobile phone number for SMS address Opens a window to create a new recipient. Opens the window to view or edit the details of the recipient, see Chapter: Notifying persons (Page 195) Shows the name of the recipient. Shows the mobile phone number that receives the fault message as SMS. SMS notification is not possible in local operation! Shows the address that receives the fault message as . Checkbox for the identification of the attachment. Activate the checkbox to forward data that has been recorded with the control monitor as an attachment. Deletes the recipient from the notification list. Button Delete OK Cancel Click "Delete" to delete all selected recipients. Click "OK" to save the recipient. Click "Cancel" to close the window without accepting the recipient. Siemens Automation Products Manual, 03/2017, A5E B-AB 193

194 Setting up functions 7.2 Fault services Creating a maintenance job With the "Create maintenance job" workflow action, you can create a maintenance job for an event. To create a job, a maintenance schedule is used as a template. Note Due date If a maintenance job is created by a control monitor, it is always assigned the due date "immediately/today". Designation Responsible organization Opens the window to create a new maintenance schedule, see Chapter: Maintenance schedules (Page 117) Opens a window to view and edit further details of the maintenance job. Note: Changes to the maintenance schedule affect only new jobs. The following documents remain in their original state: Jobs already open and currently being performed. Jobs already closed. Note: Renaming a maintenance schedule results in automatic reprogramming of all control monitors in the background where the schedule is configured. Consequently, it is not possible to create all of the required control monitors successively on the basis of a single schedule. Activate the checkbox to select the desired maintenance schedule. Shows the stored icon, e.g. test series. Shows the name of the maintenance schedule. Shows the responsible organization. Removes the maintenance schedule from the overview following a confirmation prompt. Note: Deletion is possible only if the maintenance schedule to be deleted is not used in any other control monitors or is controlled independently. However, if a maintenance schedule that creates a job in a control monitor is missing, this is documented and displayed in an entry in the event history. If the schedule becomes available again (i.e. a new version is created), it will also be created in the correct format to act as a job. Button Delete OK Cancel Click "Delete" to delete the selected maintenance jobs. Click "OK" to save the time-based trigger. Click "Cancel" to close the window without accepting the maintenance schedule. 194 Manual, 03/2017, A5E B-AB

195 Setting up functions 7.2 Fault services Figure 7-45 Selecting a maintenance schedule Note Workflow and diagnostic action If diagnostic actions are also carried out in the control monitor that contains a workflow action, it is essential that the entry in the machine event history is selected for the control monitor Notifying persons In the "Recipients" window, enter the contact data of the persons who receive fault messages and specify the form of the notification: By Note SMS notification not possible SMS notification is not possible in local operation! of the function Address data of the recipient Surname, first name Department Company Phone contact contact Edit selected address Create address Notification via Select in the dropdown list one of the contact persons defined in the address book of the organization. Shows the department designation. Shows the company name. Shows the phone number. Shows the address. Shows the description of the contact person. Switches directly to the address book to make corrections to a selected address, see Chapter: Users (Page 290) Note Changes made to the address data (name, phone number, address) act on all control monitors whose configuration contain this address. Switches directly to the address book to create a new recipient, see Chapter: Addresses (Page 288) Siemens Automation Products Manual, 03/2017, A5E B-AB 195

196 Setting up functions 7.2 Fault services SMS This function is not possible in local operation! Activate the checkbox to configure the notification by . Button OK Cancel Click "OK" to save the address data. Click "Cancel" to close the window without accepting the data. Figure 7-46 Edit recipients Create maintenance schedule A maintenance schedule is created based on a trigger event of the control monitor. To create a maintenance job, a maintenance schedule is used as template. You can find additional information on a maintenance schedule in the following Chapter: Maintenance schedules (Page 117) Diagnostic actions The "Add diagnostic action - Select type of diagnostic action" function provides the following actions: Upload files Upload HMI action log Upload machine data Upload NC status data Feedback messages to PLC Execute and upload PLC trace Upload PLC data 196 Manual, 03/2017, A5E B-AB

197 Setting up functions 7.2 Fault services Trigger variable monitor(s) Create and upload archive Upload files File size per file Maximum MB Files (x) File type Path The "Upload files" diagnostic action uploads files from the file system of the operating software and the NCU to the server for a trigger event. Enter the maximum size for each file to be loaded. The file size must not exceed 10 MB. A file that exceeds this maximum value will not be loaded onto the server. Select the following file types from the drop-down list: File (file under Windows) NC (file under Linux) Enter the complete path. Note: For files, the complete path with reference to the file system of the control must be stored. The following notation is used for uploading files of the NC file system:../nc/ directory.dir/subdirectory.dir/ <file.extension> The system determines the current storage location of the file automatically (hard disk / SRAM of the NCU) and loads the file from there. Removes after a prompt the file to be uploaded from the overview. Figure 7-47 Uploading files with the control monitor Upload HMI action log The "Upload HMI action log" diagnostic action uploads the current action log with the trigger event to the server. This action type has no configurable parameters. Activate the checkbox in the "Paperclip" column. The action log file is identified for sending as attachment of a notification of this control monitor workflow. Siemens Automation Products Manual, 03/2017, A5E B-AB 197

198 Setting up functions 7.2 Fault services Upload machine data The "Upload machine data" diagnostic action uploads the machine data to the server for an event. This action type has no configurable parameters. Activate the checkbox in the "Paperclip" column. The machine data is identified for sending as attachment of a notification of this control monitor workflow. Note The uploaded machine data does not contain any drive machine data. Upload NC status data The "Upload NC status data" diagnostic action uploads the NC status data to the server for an event. This action type has no configurable parameters. Feedback messages to PLC The "Feedback messages to PLC" diagnostic action writes individual pieces of information back to the PLC depending on a given trigger event. For this purpose, four bytes (DBB118, DBB119, DBB120, and DBB121) are available in DB10 at the interface of the SINUMERIK PLC. In the SIMATIC PLC, up to 8 bytes are available for this purpose in a freely configurable DB at any block address. The address range must be configured so that it is contiguous and has before and after the user area 4 additional bytes in which a label is to be stored. The label before the user addresses is "eps[". The label after the user addresses is "]eps". Store the identifications in ASCII with the following hex equivalents: 65, 50, 53, 5B and 5D, 65, 50, 53. If you want to use the freely configurable data area in a SINUMERIK, the same conditions apply as for the SIMATIC. You can select the distribution and formatting per data byte, word, or double word. The feedback messages to the PLC can be described once for each control monitor. For this purpose, the variables are displayed in the way they are configured and named for the feedback messages. SINUMERIK Integrate permits writing the variables in the configured format only. Note Changing the variable format Variable format settings can be changed only if none of the control monitors writes to the variable in the set format. Remove these writing feedbacks before you change the format. 198 Manual, 03/2017, A5E B-AB

199 Setting up functions 7.2 Fault services Specify data for feedback Configuration of the PLC settings S7 data type and format Designation Writing data The contents of the absolute variable addresses are completely overwritten with the information specified here. Individual bits are written selectively. Single bits can be written only as a byte. It can be specified whether a bit should be set to 1 or 0, or it should remain currently as in the PLC when no input is made. SINUMERIK Integrate ensures that a variable that is configured as an absolute address is always written as a complete entity (not byte-by-byte or bit-by-bit). Click the arrow icon to switch directly to the "PLC and NC settings" window, see Chapter: PLC and NC settings (Page 209) Shows the S7 data types and formats. For feedbacks to the individual PLC, the DBs are listed in the format "Word (hex)". For feedbacks to the PLC in the standard DB10, the DBs are listed without a specified format. PLC individual: Shows the name. PLC in standard DB10: Shows no name. PLC individual: Enter the data for the feedbacks. The following formats are available: SINUMERIK DB10 4 bytes ( ) - OR - Freely selectable DB, 8 bytes. Note: Configure data block addresses as required Enter the required data block address. Format Designation Writing data Observe the label before and after the feedback bytes. Select the following formats from the drop-down list: Bits Number Ascii Hex BCD Enter a meaningful name. Enter the data for the feedback. Deletes the data block address. Button Add Press the "Add" button to configure a data block address individually. Siemens Automation Products Manual, 03/2017, A5E B-AB 199

200 Setting up functions 7.2 Fault services Execute and upload PLC trace The "Execute and upload PLC trace" diagnostic action records the progression over time of several PLC variables and uploads the data to the server for an event. The recording is started with the trigger event of the control monitor. Recording is completed following the number of PLC cycles to be configured. As feature, you can specify the number of recording cycles that should remain recorded before the trigger event. Note Multiple triggering of a trigger Since status recording can be triggered by any control monitor trigger, it is possible that this trigger is triggered repeatedly within the programmed recording time. SINUMERIK Integrate ensures that the recorded data is captured from the first trigger until the end of recording and, provided that it is not overwritten in the DB interfaces of the PLC, until SINUMERIK Integrate has fetched the data and stored it on the server. Even if one of the following triggers comes already within the recording duration for the pretrigger, it will be recorded. The number of pretriggers reduces correspondingly. Note Extending the address range By default, PLC addresses are restricted to the address range of the smallest PLC. To remove this restriction when a more powerful PLC is deployed and the addresses should be used in SINUMERIK Integrate, you must increment the values in the following ranges: Trigger DB (DB239 in SINUMERIK Integrate) DBW8 for inputs DBW10 for outputs DBW12 for flags DBW14 for times DBW16 for counters Restart the PC on which the client is installed. Using the trigger DB with an increased address range can cause the PLC to stop when you use the higher addresses in SINUMERIK Integrate configurations, and this address range is not available in the connected PLC. 200 Manual, 03/2017, A5E B-AB

201 Setting up functions 7.2 Fault services NOTICE Triggering sequence of the triggers Any trigger can be configured for a PLC trace. With the trigger for a PLC trace, note that the triggering sequence of the trigger must always be slower than the full recording duration of a trace including the pre-cycles. This means that entire cycles * cycle time is the minimum duration until the same PLC trace can be triggered again. Depending on the length of the trace, the PLC requires additional cycles so that the data for the recorded trace can be retrieved. If the next trigger is triggered for a trace before the data of the current trace has been fully saved, the data cannot be recorded. Recording in parallel is not possible. Should this occur, the history records that the data is missing for the event. If the next trigger is activated after the data for the last trace has been saved but before all data items could be captured for the pretrigger, the oldest data is missing in the pretrigger recording. All data items are always available from the trigger time onwards, at the latest. PLC trace Designation Remaining memory configuration Remaining memory data Remaining performance Configure PLC settings "Icons" tab Enter a descriptive name for the PLC trace trigger. If the input field remains empty or a previously specified name is deleted, the system assigns the name "Execute and upload PLC trace". If the name already exists, a consecutive number is automatically added in parentheses. If the name is too long, the number added is displayed only in a tooltip. The name must not exceed 100 characters. Shows the remaining memory in the DB for addressing variables in the PLC. Shows the remaining memory in the DB of the PLC for recording the variables status. The memory requirement is directly related to the number of cycles to be recorded. Note: If the remaining memory is insufficient for the current definition of a trace, you can save the control monitor inactively in the system. To make it able to be activated, you must free memory by deactivating one or more other control monitors. Shows how much performance remains in the PLC cycle time for PLC triggers and PLC conditions. Updates the view. Switches directly to the "PLC and NC settings" window to inform about the data blocks of the machine used in the control, see Chapter: PLC and NC settings (Page 209) Siemens Automation Products Manual, 03/2017, A5E B-AB 201

202 Setting up functions 7.2 Fault services PLC area Absolute address Comment Data type Add icon Absolute address Data type Comment "Recording" tab Pretrigger Select one of the following PLC ranges: All: All PLC variables E: Only PLC input variables A: Only PLC output variables M: Only flags Z: Only counters T: Only times DBs: Only data blocks Note: PLC variables to be recorded are selected as for PLC triggers / conditions. See also Chapter: PLC triggers (Page 162) Shows icons that are used in the trigger. Shows the PLC variables with absolute addresses (not symbolic addresses) to be recorded in the trace or for which additional programming can be performed. Shows the comment. Shows the data type. Deletes the icon. Enter the address of a PLC variable with STEP 7 syntax. Enter the data type. All simple file types are supported. BOOL BYTE WORD DWORD INT DINT REAL S5TIME TIME DATE TIME_OF_DAY CHAR Note: The addresses can be entered in German and English notation, e.g. E1.1 or I1.1 Enter a comment for the absolute address. Enter the number of cycles for the pretrigger that specifies the number of cycles to be recorded before the trigger event. An input of 0 to 9999 digits is permitted. 202 Manual, 03/2017, A5E B-AB

203 Setting up functions 7.2 Fault services Recording time Absolute address Comment Data type Unit Scaling Configure the recording time with the specified number of PLC cycles for the entire recording and the specified number of cycles from the time prior to the trigger event that are to remain recorded. An input of 1 to 9999 digits is permitted. Shows the PLC variables with absolute addresses (not symbolic addresses) to be recorded in the trace. Shows the comment. Shows the data type. Shows the unit. Shows the scale setting (only for the equability axis test). Opens the icon. Button Add Press the "Add" button to add an icon. Figure 7-48 PLC trace: Add tags Siemens Automation Products Manual, 03/2017, A5E B-AB 203

204 Setting up functions 7.2 Fault services Figure 7-49 PLC trace: Defining recording parameters "Upload PLC data blocks" The "Upload PLC data" diagnostic action loads some or all PLC data blocks with a control monitor to the server for a trigger event. Note The PLC data blocks are available on the server without a specific format. Just one contiguous range of the same data block can be selected for uploading for each control monitor. To display the DB content, the data from the "Machine events" menu must be exported and saved. A hexadecimal editor or byte-by-byte conversion in Excel is recommended for visualization purposes. For data block contents that change dynamically between the trigger event and the completion of the transfer to the server, the limited bandwidth of the communication channel to the PLC does not allow to guarantee that the states originate from a single cycle. 204 Manual, 03/2017, A5E B-AB

205 Setting up functions 7.2 Fault services PLC data blocks x-y of z Designation Shows the number of PLC data blocks. Opens a window to create a data block, see below: "Configuring a PLC data block". Shows the name of the existing data blocks. Opens a window to view and edit further details of the data block, see the following "Configure PLC data block" chapter. Removes after a prompt the PLC data block from the overview. Figure 7-50 Uploading PLC data blocks Configure PLC data block PLC data Data block no.... in DB Start byte... in DBB Number of bytes Enter the number of the data block. Enter the start byte. Enter the number of bytes. Button Delete OK Cancel Click "Delete" to delete the setting. Click "OK" to save the setting. Click "Cancel" to close the window without accepting the changes. Figure 7-51 PLC data block (details) "Trigger variable monitors" The "Trigger variable monitors" diagnostic action reads variables configured in the selected variable monitors from the control and uploads them to the server. In order to execute variable monitors as an action in a control monitor, they must have been configured beforehand. All configured variable monitors are offered for selection. Siemens Automation Products Manual, 03/2017, A5E B-AB 205

206 Setting up functions 7.2 Fault services The variable monitors are programmed separately from the control monitor, as individual modular configurations. For the control monitor actions, all available variable monitors are provided for the purpose of triggering by individual triggers. Any trigger that can be selected individually can be used for this purpose. Variable monitors can be configured only at the PC, see Chapter: Configure the variable monitors (Page 123) Variable monitors x-y of z Monitor name Icon columns Variable designation Variable information Shows the number of variable monitors. Activate the checkbox to acquire the variable monitor. In addition to the activation mark, the selected monitor is color-highlighted. Shows the saved icons for the variables. Shows the variable name. Shows further information about the variable. Shows the number of machines with variable monitors of the same name in the selected group. Figure 7-52 Triggering variable monitors "Create and upload archive" The "Create and upload archive" diagnostic action saves the machine data and uploads it to the server. The backups can be used for restoring the data of a machine. All functions of a control monitor are available for the backup function. In addition to the standard archives in the operating software, entire paths of the file system can be backed up. Constraint This diagnostic function is available only for controls with the SINUMERIK Operate operating software. ADDM can still be used for controls without SINUMERIK Operate. 206 Manual, 03/2017, A5E B-AB

207 Setting up functions 7.2 Fault services Archive type: Series start-up Creating and uploading an archive Designation Comment Enter a descriptive name for the archive. The archive is identified in the archive list, in the machine events and for restoring. The operating software supports a name length of 49 characters for series commissioning archives. 16 characters (date and time) are added by the system. Enter a detailed description of the archive. Archive type Series commissioning Activate the checkbox to create an archive that corresponds exactly to the operating software and contains NC, PLC, HMI and drive data. Series commissioning Control components NC data Generic Activate the checkbox to back up any individual files or paths of the control file system, see "Archive type: Generic". With compensation data Activate the checkbox to back up all NC programs and data, optionally with compensation data. PLC data Activate the checkbox to back up the complete STEP 7 logic of the PLC. Drive data Activate the checkbox to back up the machine and drive data. HMI data Activate the checkbox to back up the operating software of a PCU/ TCU. Figure 7-53 Creating and uploading an archive Archive type: Generic Creating and uploading an archive Archive type Activate the "Generic" checkbox. Generic archive - directories (1) Siemens Automation Products Manual, 03/2017, A5E B-AB 207

208 Setting up functions 7.2 Fault services Path Enter the path to save the generic archive. The configuration is independent of the final control. You can specify a specific file. Placeholders in the specifications are not possible. Removes the specified path. Button Add OK Cancel Click "Add" to add a further line for the path details. Click "OK" to save the inputs. Click "Cancel" to close the window without accepting the changes. Figure 7-54 Generic archive 208 Manual, 03/2017, A5E B-AB

209 Setting up functions 7.3 Global settings 7.3 Global settings PLC and NC settings The "PLC and NC settings" function informs about the data blocks for the machine that are deployed in the control. This allows the PLC triggers, PLC conditions and PLC traces to be used on a machine. of the function Configure the feedbacks to the PLC in the following data formats: For a SINUMERIK, the configuration is made using the DB10.DBB118 to DBB121 For a SIMATIC, the configuration is made using an arbitrary data block area. The NC variable $AC_Marker must be configured to permit the execution of axis tests. PLC data blocks for data storage PLC trigger configuration PLC trace configuration PLC trace data PLC performance index Organization default value 50 AC flag Feedback to the PLC Enter the number of the data block for PLC trigger configurations (number only; without DB). Enter the number of the data block for PLC trace data (number only; without DB). Enter the number of the data block for PLC trace data (number only; without DB). Digits from 0 to 9999 PLC performance index (digits from 1 to 100) Enter the PLC performance index to define the performance that may be used for the SINUMER IK Integrate PLC triggers. Each PLC trigger uses a certain number of performance points. This value controls the loading of the PLC by the PLC triggers. The cycle time share depends directly on the number of executed SINUMERIK Integrate functions. You determine an individualized sensible quantity for the index because there are different PLCs with different command execution times. The cycle time share depends directly on the number of executed SINUMERIK Integrate functions. Since there are different PLCs with different command execution times, a sensible quantity must be determined for this index. The PLC performance index is defined individually by the administrator based on the performance capability of the PLC used. Enter the value of the NC variable $AC_MARKER to perform axis tests. This NC variable must not be used already by other applications. The default setting for the index is the value 5. Note SINUMERIK Integrate does not check whether the configured NC variable $AC_MARKER is also used by other control functions. Siemens Automation Products Manual, 03/2017, A5E B-AB 209

210 Setting up functions 7.3 Global settings Define memory area Data block Enter a data block number for the feedbacks. Memory addresses x-y of z Start address (DBB) End address (DBB) Use the default memory address: Use permissible S7 data block numbers. Enter the first byte numbers for the start of the user data area. The following entries are permitted: S7 Existing DB In addition, the start label must be pre-assigned with 4 bytes before the specified byte. Hex: 65; 50; 53; 5B Enter the last byte numbers for the end of the user data area. A maximum of 8 bytes can be specified. The following entries are permitted: S7 Existing DB In addition, the start label must be pre-assigned with 4 bytes before the specified byte. Hex: 65; 50; 53; 5B Activate the checkbox to accept the displayed memory address (default address). Shows the number of memory addresses and windows. << >> Shows the number of windows with direct selection. S7 data type and format Designation Select in the dropdown list the number of lines per window. 4 and 8 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. The S7 data types and formats can be found in the "Programming with STEP 7 V5.4" Manual (in the Appendix "Data and Parameter Types"). SINUMERIK Integrate does not support any times and floating-point numbers. Enter a meaningful designation. Button OK Cancel Click "OK" to save the settings. Click "Cancel" to close the window without accepting the settings. 210 Manual, 03/2017, A5E B-AB

211 Setting up functions 7.3 Global settings Figure 7-55 Setting-up the PLC for control monitors Feedback messages to PLC Specify data for feedback Configuration of the PLC settings S7 data type and format Designation Writing data Switches directly to the window to configure the PLC settings, see also "PLC and NC settings". Shows the S7 data types and formats. Shows the name. Input of the data for feedbacks. The following formats are available: SINUMERIK DB10 4 bytes ( ) - OR - In freely selectable DB, 8 bytes. Note: Observe the label before and after the feedback bytes. Siemens Automation Products Manual, 03/2017, A5E B-AB 211

212 Setting up functions 7.3 Global settings Figure 7-56 Feedback messages to PLC Notification limitation The "Set notification limitation" function delays a repetition for the specified time interval. No further notification can be sent within this time interval, e.g. to prevent an alarm flood in case of a faulty configuration or trigger signals. of the function Note When the notification limitation is active, all events are recorded in the event history. The first notification is sent within the set time window in order to prevent, if necessary, an overflow in the mailbox. 212 Manual, 03/2017, A5E B-AB

213 Setting up functions 7.3 Global settings Setting the notification limitation Status, active Do not send any messages for after the notification Activate the checkbox to enable the notification limitation for the machine. Enter the time interval after a notification. You select the time unit in the drop-down list. The following units are available: Minutes Hours Button OK Cancel Click "OK" to save the inputs. Click "Cancel" to close the window without accepting the settings. Figure 7-57 Notification limitation Siemens Automation Products Manual, 03/2017, A5E B-AB 213

214 Setting up functions 7.4 Copying function settings 7.4 Copying function settings Copy functions from machines In the "Configure functions" > "Copy function settings" > "Copy function settings" tab you copy existing configurations from a so-called source machine to the current machine, the target machine. Single or several user functions can be copied concurrently or successively. Select for copying a source machine to which you have access. Prerequisite Copying user configurations in SINUMERIK Integrate is only possible when the device classes (SINUMERIK, S7, IPC) for source and target machine are identical. You can only copy user configurations with an axis reference if the axis indices, axis name and measuring system evaluation (translational or rotational) are identical for the source machine and the target machine. In the case of cross-organizational copying, addresses are extended in the target machine if this is required by the copied user configurations. They are displayed in a protocol. Select machine Button Select machine Delete filter Filter Click "Select machine". The "Select machine" window opens and shows all available machines. The machine selection functions correspond to those from the general description. Click "Delete filter" to reset the set filter functions. Click "Filter" to search for the desired source machine using the filter function. Figure 7-58 Copying function settings, select source machine 214 Manual, 03/2017, A5E B-AB

215 Setting up functions 7.4 Copying function settings Copying function settings Source machine: Machine Target machine: Machine Shows the function settings of the source machine or the target machine. Select the user configurations to be copied to the source machine. The selected user configuration is shown yellow. + / - Click the plus/minus icon to list or hide the individual user configurations that belong to the configuration group. Copies the preselected user configurations to the target machine. Resets the made selection on the source machine. Overwrite only limit values Activate the checkbox to copy only the limit values to the time series. The configurations remain unchanged, because all limit values of the configurations selected for copying are copied. Copying limit values can also be used for 1:n copying. Opens an information window showing which further function settings need to be copied. Opens an information window showing which function settings are used. Shows the copying process to the target machine. Shows the overwriting of the user configuration on the target machine. Note: User configurations that are present on the target machine are overwritten by copying a configuration with the same name onto it. SINUMERIK Integrate selects automatically the configurations to be copied if the configuration is required by other configurations. If this configuration exists already on the target machine, it does not need to be copied. Example: The "OILING" control monitor maintenance job contains the action to output the "OILING" maintenance schedule. If the "OILING" maintenance schedule is not present on the target machine, the maintenance schedule must be copied so that the control monitor is able to function correctly. If the "OILING" maintenance schedule exists on the target machine, the maintenance schedule can also be copied with overwriting. - OR - If the existing "OILING" maintenance schedule is used, the maintenance schedule does not have to be copied. Button Copy Cancel Click "Copy" to start the copying process and copy the selected functions to the target machine. Click "Cancel" to close the window without accepting the changes. Siemens Automation Products Manual, 03/2017, A5E B-AB 215

216 Setting up functions 7.4 Copying function settings Figure 7-59 Copying function settings Color concept Color Light blue Gray Yellow Light yellow Dark blue Selected function settings can be selected and so can be copied. Selected function settings cannot be selected and so cannot be copied. Selected function settings are preselected for copying. Selected function settings are automatically also selected for copying as result of their dependency to a selected user configuration. Selected function settings are group headings; if they are selected, all user configurations of this group are preselected. 216 Manual, 03/2017, A5E B-AB

217 Setting up functions 7.4 Copying function settings Figure 7-60 Selecting functions on the source machine Siemens Automation Products Manual, 03/2017, A5E B-AB 217

218 Setting up functions 7.4 Copying function settings Figure 7-61 Selection on the target machine description result Copy log x function settings copied + date Source machine Target machine Users Notes Overwritten Not overwritten Added Error Details for the copying process The copying process is complete when the copy log is displayed. Shows the number (x) of copied function settings and the date DD.MM.YYYY. Prints the log for documenting the copying process. An Image Writer can also be used as printer. This allows the archiving of the log as file. Print settings can only be made by means of the settings for the selected printer. Shows the source machine. Shows the target machine. Shows the user who was logged in to SINUMERIK Integrate at the time the copying process was started. Shows important information. Shows the number of overwritten function settings. Shows the number of not overwritten function settings. Shows the number of added function settings. Shows the number of errors. 218 Manual, 03/2017, A5E B-AB

219 Setting up functions 7.4 Copying function settings Designation Axis configuration Control monitors Test series Measuring series Maintenance schedules Variable monitors User-defined variables PLC and NC settings Global settings Addresses added to the organization Type of the copy Status Shows all machine data. Shows the type of the copy. The following possibilities are displayed: Added Overwritten Shows the status. The following possibilities are displayed: Ok Waiting Copied Siemens Automation Products Manual, 03/2017, A5E B-AB 219

220 Setting up functions 7.4 Copying function settings Figure 7-62 Copy log Copy functions to multiple machines of the function Source machine This function copies an arbitrary selection of previously created configurations from a source machine 1:1 to an arbitrary group of several machines. Single or several user functions can be copied concurrently or successively. The source and target machines can be selected as required. Shows the function settings of the source machine. Select on the source machine the user configurations to be copied. The selected user configuration is shown yellow. The source machine for the copy is shown during the entire copying process. + / - Click the plus/minus icon to display or hide user functions. Copy only limit values x target machines (current machine group) Activate the checkbox to copy only the limit values to the time series. The configurations remain unchanged; only the limit values are copied. Copying limit values can also be used for 1:n copying. 220 Manual, 03/2017, A5E B-AB

221 Setting up functions 7.4 Copying function settings Machine ID Manufacturer number Shows all selected target machines. The target machines are selected in the 'Select machine' window. Select one or more machines to define the group of the target machines. If only one target machine is selected, it is displayed corresponding to the source machine. If multiple target machines are selected, they are displayed as a list in a separate field. Shows the stored manufacturer number. > Shows the preselected user configurations on the target machine. Rules for copying An information window opens and provides an explanation of the rules for copying. It provides important information for those cases when copying is not possible. Resets the preselection in the source machine to copy for the user configurations selected in the target machine. Shows the copying direction of the preselected user configurations. From the source machine to the target machine. Shows the copying direction of the preselected user configurations. From the target machine to the source machine. Shows the copying process to the target machine. Shows the overwriting of the user configuration on the target machine. Note: User configurations that are present on the target machine are overwritten by copying a configuration with the same name onto it. SINUMERIK Integrate selects automatically the configurations to be copied if the configuration is required by other configurations. If this configuration exists already on the target machine, it does not need to be copied. Example: The "OILING" control monitor maintenance job contains the action to output the "OILING" maintenance schedule. If the "OILING" maintenance schedule is not present on the target machine, the maintenance schedule must be copied so that the control monitor is able to function correctly. If the "OILING" maintenance schedule exists on the target machine, the maintenance schedule can also be copied with overwriting. - OR - If the existing "OILING" maintenance schedule is used, the maintenance schedule does not have to be copied. Siemens Automation Products Manual, 03/2017, A5E B-AB 221

222 Setting up functions 7.4 Copying function settings Figure 7-63 Copying function settings to multiple machines Copying process function description x of y machines copied Source machine Current target machine Users Already copied Still to be copied Error Copied function settings Shows the number of copied machines and the date DD.MM.YYYY. Prints the log for documenting the copying process. An Image Writer can also be used as printer. This allows the archiving of the log as file. Print settings can only be made by means of the settings for the selected printer. Shows the source machine. The source machine for the copy is shown during the entire copying process. If only one target machine is selected, it is displayed here corresponding to the source machine. If multiple target machines are selected, they are displayed as a list in a separate field. Shows the user who was logged in to SINUMERIK Integrate at the time the copying process was started. Shows the number of machines with completed copying process. Copy to the machine: All configurations included in the selection are copied successively to each machine. Shows the number of pending copies. If one or more errors occur during copying, the error display is incremented by one for each machine. Information about the errors is displayed separately. Errors are usually caused by an incorrect selection of the source and target machines (number of axes, SIMATIC/SINUMERIK, etc.). All technically and logically correct function settings are copied, independent of any errors that occurred. 222 Manual, 03/2017, A5E B-AB

223 Setting up functions 7.4 Copying function settings Rules for copying Target machines Machine ID Notes Status Shows configurations selected for copying in a window with a scrollbar. Switches to the information window and shows an explanation of the rules for copying. This is important information for all cases that cannot be copied. Resets the preselection in the source machine for the user configurations selected in the target machine. Shows all selected target machines. Shows notes for the progress of the configuration copy. Shows the status: OK Waiting Copied Button Copy Cancel Back Click "Copy" to start the copying process. The selected functions are copied to the target machines. The copying process is displayed as a percentage in a progress bar. If a larger number of machines was selected as target, the copying process can take quite some time. Click "Cancel" to close the window without starting the process. Click "Back" to close the copy log. You return to the "Copy function settings" overview. Figure 7-64 Copying process running Siemens Automation Products Manual, 03/2017, A5E B-AB 223

224 Setting up functions 7.5 Client-server communication 7.5 Client-server communication Synchronization times The "Synchronization schedules" function accepts and activates the specified configurations, e.g. of the control monitors from the server to the control. You can configure an instant or interval when the machine will perform synchronization. You can also define the synchronization mode and time zone, in which the machine is located. of the function Mode Next synchronization Settings Shows the status of the function. Shows the date of the next scheduled synchronization of the machine with the current configuration on the server. Day, DD.Month.YYYY, hh:mm Mode Online Activate the checkbox to refresh all data. Time zone Synchronization schedules (x) Offline Standby Activate the checkbox to initiate the automatic synchronization of the machine with the settings on the server. Activate the checkbox to refresh only the synchronization data. Select in the dropdown list the time zones stored in the system. (x) shows the number of defined synchronization schedules. Opens a window to create a new synchronization schedule, see "Add synchronization schedule" below. Opens a window to view or edit an existing synchronization schedule, see "Add synchronization schedule" below. Removes the synchronization schedule from the overview. Button OK Cancel Click "OK" to save the settings. Click "Cancel" to close the window without defining the synchronization schedule. 224 Manual, 03/2017, A5E B-AB

225 Setting up functions 7.5 Client-server communication Figure 7-65 Synchronization schedules overview Adding a synchronization schedule Synchronization schedule In minute cycles Activate the checkbox to synchronize in minute cycles. Select the number of minutes in the dropdown list. Daily Activate the checkbox to synchronize in day cycles. Enter the time in the "Time of day" entry field. Weekly Activate the checkbox to synchronize in week cycles. Select in the dropdown list the weekday and the time in the "Time of day" input field. Figure 7-66 New synchronization schedule Offline synchronization The "Offline synchronization" function provides connected and active machines with new or changed configurations, when it is temporarily impossible to access the machine via the Internet. The SINUMERIK Integrate system does not transfer the configuration to the machine concerned. This must be done by the user, e.g. via USB FlashDrive, CD or . Users can copy a configuration on their PC to a local storage medium and import this configuration to the machine concerned. Siemens Automation Products Manual, 03/2017, A5E B-AB 225

226 Setting up functions 7.5 Client-server communication Exporting the configuration (PC) Offline synchronization settings Last synchronization Current version manufacturing-it client Offline synchronization for client version File name Files x-y of z Shows the date and time of the most recent synchronization with the machine. Note: Synchronization can occur either online or offline. It is not guaranteed that the configuration is already stored on the machine. Shows the client version that was transferred for the last online communication with the machine. If this is a client version that does not yet support the offline synchronization "PowerLine client without offline synchronization support" will be displayed. Select the desired client version in the dropdown list. Please take the following note into account: Shows the file name under which the configuration is stored on the data media. The system suggests a file name. Shows the number of files. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Starts the export of the configuration file. File name File size Shows the created configuration file. Shows the file size of the configuration file. Button Create file Click "Create file" to create the configuration file on the server. During the process, a progress bar and percentage is shown in the lower part of the window. The system offers you a local memory space. Figure 7-67 Offline synchronization completed Preparing data for download to the machine The "Preparing data for download to the machine" function prepares a download. You can select files in your file system and upload them to the server. 226 Manual, 03/2017, A5E B-AB

227 Setting up functions 7.5 Client-server communication Depending on the configuration setting, the user at the machine must confirm the upload. If confirmed, the files are loaded to the machine. If confirmation is not required, the files are loaded to the machine with the next synchronization. Editing of the machine data is described in the following Chapter: Create/edit machine (Page 295). of the function Select file Target path Upload file Initiate HMI alarm after downloading Click "Browse..." to select the file with complete path. Notes for the download are shown in the status window below. Enter the target path. Because the configuration is made offline, no check of the directory is performed. HMI must be restarted Files x-y of z uploaded to the server << >> Shows the number of windows with direct selection. File Destination path Status Size (KB) Activate the checkbox so that an alarm is triggered that a machine restart is required. Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Shows the file name. Shows the path and directory. Shows information about the status. Shows the file sizes. Removes those files from the server that should not be transferred to the machine. Button Browsing... Upload Refresh Delete Click the "Browse..." button. A browser window opens and you can navigate to the desired file in the system. Click "Upload" to start uploading the file from your own file management to the server. The file size is limited to 30 MB. Click "Refresh" to refresh the display window. The currently running transfer processes are refreshed in the display. Click "Delete" to delete the files for downloading to the server. Note Configuration settings The configuration settings apply to all organizations on the server and can be made individually only in SINUMERIK Integrate, see also Chapter: Organizational data (Page 305) The files are subject to a virus check when uploading to the server and before downloading to the machine. Virus-infected files are not transferred. An additional message is entered in the logbook. Siemens Automation Products Manual, 03/2017, A5E B-AB 227

228 Setting up functions 7.5 Client-server communication The files are deleted on the server after the successful transfer. The files loaded onto the machine are located on the level of the "Temp" directory of the machine defined in SINUMERIK Integrate (for example: F:\privatesyncdata). You can adapt this path or the path as saved in the server configuration is set. Figure 7-68 Preparing files to be downloaded into the machine Downloading without confirmation If you activate the "Files can be downloaded without confirmation" option in the configuration settings, no message is placed in the "Maintenance services" area on the machine. The download begins automatically. Downloading with confirmation 1. If you activate the "May download files to the client" or "May download executable files to the client" option in the configuration settings, a message that files are available appears in the "Maintenance services" area on the control. 2. Press the "Select" softkey next to "Maintenance services" to confirm the permission to upload the files to the machine. Figure 7-69 Files available for uploading 228 Manual, 03/2017, A5E B-AB

229 Setting up functions 7.5 Client-server communication 3. The "Download files" window opens and displays the files with target path and file size. Press the "Yes" softkey if you want to upload the files. Figure 7-70 Confirming the download 4. You receive an information notification and the files download is started. Figure 7-71 Starting the download Siemens Automation Products Manual, 03/2017, A5E B-AB 229

230 Setting up functions 7.5 Client-server communication 230 Manual, 03/2017, A5E B-AB

231 Organizational tasks 8 Introduction The "Organizational tasks" tab is used to define functions for the maintenance and monitoring of a selected machine. The prerequisite is a selected machine. Overview Figure 8-1 "Organizational tasks" tab The tasks are divided into the following areas: Maintenance jobs (Page 232) Service cases (Page 245) Siemens Automation Products Manual, 03/2017, A5E B-AB 231

232 Organizational tasks 8.1 Maintenance jobs 8.1 Maintenance jobs The maintenance jobs describe the maintenance and servicing tasks to be performed on the machine. A maintenance job always contains a maintenance schedule stored in the system. A maintenance job is triggered by a control monitor. The maintenance schedule contains the required work instructions as text entered directly, as an attached file or as reference to the maintenance manual, possibly with functions that can be executed directly via the system, e.g. axis tests. Maintenance jobs can contain not only the usual servicing and maintenance measures on machines, but also other tasks, e.g. perform axis tests with the system. Maintenance jobs can involve either tasks (such as performing axis tests with the system) or standard service and maintenance procedures on machines. Maintenance jobs are displayed to the user via the control on the machine. They can be acknowledged ("Machine operator at the machine" application case). This means that the user marks a job as "completed " with "OK" or "NOK". An optional comment can also be entered. Individual maintenance jobs can be viewed and post-edited by the user at the PC, e.g. the individual adaptation of the work instructions or the date for a job. A change to the maintenance job does not change the underlying maintenance schedule! You cannot change maintenance jobs in the controller! Note A machine user logged into SINUMERIK Integrate can acknowledge the pending jobs there (change status and comment). Jobs contain a target organization. The jobs show the organizations envisaged for job processing. Every organization with access to a machine can view, change or delete the maintenance jobs. The contents of maintenance jobs that have already been opened can no longer be changed. The comment for the maintenance measure can be edited. Closed maintenance jobs can no longer be changed, They can only be viewed. of the function Overview of individual machines The "Maintenance jobs" function provides an overview of the jobs for the currently selected single machine. You do not need to filter for this machine. The user at the operator panel of the machine also receives this information. Overview of the organization The "Maintenance jobs" provides an overview of the jobs for all machines known in the organization. Jobs with the "pending" or "overdue" status are highlighted in the list view. 232 Manual, 03/2017, A5E B-AB

233 Organizational tasks 8.1 Maintenance jobs The preview of pending jobs is a separate status shown yellow. The preview can be set to an individual time period for all new and open maintenance jobs. The user can use the overview of the maintenance jobs on the PC for the following purposes: Provide an overview of the jobs that are pending, that are pending in the near future and have been acknowledged, progress monitoring; service call planning. Edit jobs to individually adapt automatically generated jobs. This requires that the jobs are not opened or acknowledged. Work instruction to be adapted if in addition to the job resulting from the maintenance schedule further jobs not known at the time of planning must still be completed. This requires that the jobs are not opened or acknowledged. Change the execution time, for example, reschedule tasks that can or should be completed together on the same day. Edit comments, add comments for tasks already performed, attach detailed service reports as file to a job (provided the maintenance jobs still have the NEW status, have not yet been opened and have still not been acknowledged). Acknowledge jobs, convenient entry for tasks that have already been performed, for example, for the same tasks on several machines (provided they have not yet been acknowledged). A keyboard is not always available at the machines. Inputs at machines must be performed at the machine involved. At the PC, input from a work station is possible when the machine concerned is selected. Delete jobs (provided they have not yet been opened or acknowledged). You can filter the display of the maintenance jobs according to: Individual machines or machine groups Status of maintenance jobs Responsible organization for the maintenance measures Note All views of the tree structure show the designations from the machine master data as specified in the user organization. Each organization can change machine master data individually without other organizations that have released the same machine being able to see these changes. Even the releasing organization does not automatically see the changed machine master data of organizations for which the machine is released. The updating of the machine master data cannot be transferred to a service organization that has only one machine release. Siemens Automation Products Manual, 03/2017, A5E B-AB 233

234 Organizational tasks 8.1 Maintenance jobs Figure 8-2 Maintenance jobs Selecting a maintenance job at the machine Searching for and filtering maintenance jobs Search You can filter maintenance jobs for an easy and fast search. Filters can be set for all relevant information about a maintenance job. The filter result shows all maintenance jobs that satisfy a criterion for each criterion group (OR logic operation). The criteria groups are logically combined with one another so that the filter result must correspond to each selected and active group (AND logic operation). Because an AND logic operation is performed for several activated filters, the logic operation may produce an empty result set. E.g. display all new maintenance jobs that are processed. +/- Click the plus/minus icon to display or hide further filter criteria. Free text filter Job status Filters maintenance jobs using a search criterion. If you enter several search criteria, separate the criteria with a line break. To display machines unfiltered, the input field must be empty. Delete all entries in the input field. Activate the appropriate checkbox to filter maintenance jobs according to the job status. 234 Manual, 03/2017, A5E B-AB

235 Organizational tasks 8.1 Maintenance jobs New Open Closed, OK Closed, fault Due status Not announced Announced Due Processed Due date of open jobs This filter acts only on jobs with status "New" and "Open". Closed in interval Shows all maintenance jobs with status "New". If an interval is entered, only those new maintenance jobs due in the specified interval are displayed. Shows all maintenance jobs with status "Open". If an interval is entered, only those open maintenance jobs due in the specified interval are displayed. Shows all maintenance jobs with status "Closed, OK". If an interval is entered in the "from - to" fields, only those maintenance jobs that closed without fault in the specified interval are displayed. Shows all maintenance jobs with status "Closed, fault". If an interval is entered in the "from - to" fields, only those maintenance jobs that closed with a fault in the specified interval are displayed. Activate the appropriate checkbox to filter maintenance jobs according to the due status. The due status can be used to limit to maintenance jobs that contain the selection result. In order that none of the "not announced jobs" do not appear in the selection list, you can activate the "due" status filter and activate with all other states except those for the "still not announced" maintenance jobs. The due status can specifically be used to select the maintenance jobs that shall be contained in the selection result. If the "due" status is set as filter, but no job status is selected, the result list will be empty. If a maintenance job is initiated by a time trigger in the server rather than by a current status event of the machine, the next maintenance job can already be viewed after the current one has been closed. If no announced jobs appear in the selection list, the "Announced" status must not be selected. If the due status is set as filter, but no job status is selected, the result list will be empty. Irrespective of the initiation of the maintenance jobs, event-controlled or time-controlled, you can use the filter to limit the jobs to status "due" that now must be completed. You can also use the filter to select a status other than "due" so that these jobs do not appear in the selection list. If the "due" status is set as filter, but no job status is selected, the result list will be empty. Shows only closed jobs. You can also use the filter to select a status other than this one so that these jobs do not appear in the selection list. If the "due" status is set as filter, but no job status is selected, the result list will be empty. Shows only the open maintenance jobs from the specified time. Note: This filter affects only new and open maintenance jobs. An input of 1 to 99 digits is permitted. You can select the following time units in the drop-down list: Days Week Months Siemens Automation Products Manual, 03/2017, A5E B-AB 235

236 Organizational tasks 8.1 Maintenance jobs from... to... Responsible organization Enter the interval in the input field in order to include only the closed maintenance jobs in the specified interval in the selection result. The date must be entered in the following format: DD.MM.YYYY To plan specifically, create a selection list for each specific organization. Select one of the created organizations in the dropdown list. of the function Maintenance jobs x-y of z Shows the number of maintenance jobs. << >> Shows the number of windows with direct selection. Machine ID Job number Icons Designation Status Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Shows the machine ID. The machine ID is specified in the machine master data and, depending on the view, "own view" or "partner view", differ for the same job. Opens the window to view and edit further details of the maintenance job, see Chapter: Opening a maintenance job on the PC (Page 237) Shows the job number. The system generates this unique consecutive number for maintenance jobs automatically. Shows the icons generated automatically by the system for the purpose of classifying the maintenance job. The descriptions of the icons are contained in the following chapter, see Chapter: Explanation of icons (Page 14) Shows the designation of the maintenance job which the user specified during configuration. Shows the current status of the maintenance job. The display is automatically selected by the system, depending on the acknowledgement made by the user. Only one state can apply at any one time. Shows that the job is open. Shows that the job is closed and OK. Shows that the job is closed with errors. Shows that the job is open and has not yet been started. This is possible only for the interval counter as well as for time-controlled jobs. Shows that the job is not due yet (white icon). Shows the advance notice for a due date (yellow icon). Shows that the end date set by the user for the job execution is exceeded (red icon). [number d] Schedule date Shows the number of days until the execution time in the "Date" column. Shows the execution time for the maintenance job. The system calculates the time using the specifications configured by the user. This column can be sorted in ascending or descending numeric sequence. 236 Manual, 03/2017, A5E B-AB

237 Organizational tasks 8.1 Maintenance jobs Resp. Org. Shows the organization configured as "responsible" in the maintenance schedule. Removes the maintenance job from the overview provided it has not yet been opened or closed. Button Filter Back Click "Filter" to activate the selection. The overview is updated. Click "Back" to return to the "Organizational tasks" overview. Figure 8-3 Organizational tasks overview Opening a maintenance job on the PC To view or edit further details, a maintenance job on the PC can be opened from the overview of the maintenance jobs. For data protection reasons, you can edit jobs only when they have not yet been opened or acknowledged. Opened maintenance jobs are protected against changes being made to their contents during the maintenance process. Acknowledged maintenance jobs are, therefore, saved in document format, containing the performed maintenance measures. Siemens Automation Products Manual, 03/2017, A5E B-AB 237

238 Organizational tasks 8.1 Maintenance jobs of the function Job details Job number Schedule date Time Status... Overdue by... days Machine ID Designation Service engineer Responsible org. Work instructions Files x-y of z Shows the job number. This unique, consecutive number for maintenance jobs is generated automatically by the system in order to avoid misunderstandings in communication. Shows the execution time for the maintenance job calculated by the system according to the basic settings configured by the user. You have the option of changing the date for this job once. Select the interval using the calendar function. Shows the due time of the maintenance jobs at the configured date. Shows the current status of the maintenance job. You can change the status. Maintenance jobs in the "closed" status can only be viewed but not changed. Opening the job indicates that the maintenance measures required in the job have been performed already. Closing the job acknowledges the maintenance job. It can be specified here whether or not the maintenance measure was successful. Shows the machine ID. The machine ID is specified in the machine master data and, depending on the view, the "own view" or any "partner view", differ for the same job. Shows the designation of the maintenance schedule specified by the user. Shows the technician logged in to SINUMERIK Integrate who most recently opened the maintenance job on the machine. Shows the organization configured in the maintenance schedule as taking responsibility. The responsibility for this maintenance job can be transferred to another organization from the dropdown list, see Chapter: Create/edit machine (Page 295) Enter a description of the maintenance measures to be performed. This description serves as the work instructions for the maintenance personnel. Up to 2000 characters, including spaces, can be entered. Shows the number of files. << >> Shows the number of windows with direct selection. Select in the dropdown list the number of lines per window. 4, 8, 10, or 20 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the "Add file" window and permits you to insert a file in PDF format that provides further job details. Click the "Browse..." button. A browser window opens and you can navigate to the desired file in the system. Note: Only files in PDF format will be shown to the user at the control operator panel. The maximum file size is 4 MB. If you want to mark the file with a warning triangle, activate the "Safety note" checkbox under "Mark file as safety note". Add file 238 Manual, 03/2017, A5E B-AB

239 Organizational tasks 8.1 Maintenance jobs Comment Deletes the file from the maintenance job. Files that contain safety information cannot be deleted from the maintenance job. Enter a description of the maintenance measures to be performed. This description serves as maintenance report for the maintenance staff. Up to 1000 characters, including spaces, can be entered. Button Delete OK Cancel Click "Delete" to delete the complete maintenance job after a prompt. Click "OK" to backup the maintenance job. Click "Cancel" to close the window without accepting the changes. Figure 8-4 Maintenance job Siemens Automation Products Manual, 03/2017, A5E B-AB 239

240 Organizational tasks 8.1 Maintenance jobs Figure 8-5 Processing a maintenance job (detailed view) Options Submenus are available as an option if axis tests are connected to the maintenance job. The axis tests (axis test type and name) connected to the maintenance job when the maintenance schedule was created are displayed. The details show: An axis test has been performed and shows whether it was completed successfully with interpretable results. The date of performing the axis test. A date is not entered if the maintenance job has been acknowledged without an axis test having been performed. The consecutive number of each axis test is counted (axis test type and name). A date is not entered if the maintenance job has been acknowledged without an axis test having been performed. The axis, along with its name (neither axis index nor channel axis index), and the parameters of the axis test in NC syntax format. Another optional view is available for combinations of axis tests (several axis tests compiled in a test procedure - test series): The number of axis tests and the interpretable results of the axis tests after being performed. The date when the test was performed. A date is not entered if the maintenance job has been acknowledged without an axis test having been performed. 240 Manual, 03/2017, A5E B-AB

241 Organizational tasks 8.1 Maintenance jobs The NC channel in which the axes are configured for the axis test. The number of axis tests configured in this combination. The types of axis test configured, as well as how many are included in this combined axis test. Once axis tests have been performed, the results can be viewed in a submenu here. Note Status at axis test In the case of maintenance measures that include axis tests, it is highly recommended that the status of the maintenance job be set to "open" while the axis test is being performed. Otherwise, this may result in faulty axis tests if a third party accesses the configurations. Figure 8-6 Report of the test suite results Performing a maintenance job at the machine Maintenance jobs are displayed on the machine with SINUMERIK Integrate under "Maintenance services" > "Maintenance jobs". To limit the length of execution for maintenance measures, there is the option of protecting the maintenance job from entries and changes when it is opened. Third parties will see that the maintenance measure is currently being performed and will be acknowledged with the appropriate status. Siemens Automation Products Manual, 03/2017, A5E B-AB 241

242 Organizational tasks 8.1 Maintenance jobs of the function The same maintenance job information is shown on the user interface and on the PC. To facilitate handling, only the maintenance jobs of a machine are displayed that are due soon, due and open. The operation is limited so that the jobs cannot be post-edited. They can only be opened, commented and acknowledged. The maintenance personnel have the following options: Execute maintenance job Open (block for third-party access) Add and change comments Acknowledge as correctly executed Acknowledge as incorrectly executed, if this is not possible. It may be advisable to add a comment in such cases. Perform axis tests that are linked to the maintenance job via the maintenance schedule. Display the maintenance schedule that generated the maintenance job. This provides access to stored information, such as work instructions and attached files (drawings, extracts from the machine documentation, etc.). These documents must have been stored as PDF documents during the planning in the maintenance schedule or in the job. Information display Master data Job number Job designation Schedule (when due) Status Test results Display axis test Perform axis test Shows data from the machine master data. Depending on the visualization view, it can be different for the maintenance job, i.e. whether it is viewed from the perspective of any given partner, or, in the case of the maintenance job list, your own point of view. Shows the job number. The job number is assigned automatically by the system. Shows the designation of the maintenance schedule. The user assigns the designation during the configuration of the maintenance schedule. Shows the time of execution. The time is calculated by the system according to the specifications configured by the user The icon shows the job status. The status can be changed by the user here. Opening the job indicates that the maintenance measures required in the job have been performed already. Closing the maintenance job acknowledges it, where it can be specified whether or not the maintenance measures were performed successfully. Shows the test results of the axis test. Note: The result can also originate from previous processing of the job, provided this was not completed with "closed" status. The axis tests included in the maintenance job can be performed directly from this point. The test results are saved together with the corresponding measuring series, see also Chapter: Configure measuring series (Page 131) 242 Manual, 03/2017, A5E B-AB

243 Organizational tasks 8.1 Maintenance jobs Note Display of PDF documents PDF documents displayed on the control user interface must not contain any active contents (Java script, fields, etc.) nor have any HTML links! The system may navigate to other Websites. SINUMERIK Integrate supports at the operator panel only the display of PDF documents that are compatible with Acrobat 1.3 (Reader Version 4.x). For the best representation, the PDF documents must be created with the option "Initial View: Page Only / Magnification Fit Width". Work instructions Files x-y of z Comment Status Enter a description of the maintenance measures to be performed. This description represents the work instructions for the maintenance personnel. Up to 2000 characters, including spaces, can be entered. Shows the number of attached files. Enter a description of the maintenance measures to be performed. This description serves as maintenance report for the maintenance staff. Up to 1000 characters, including spaces, can be entered. The status can be changed here. Opening the job indicates that the maintenance measures required in the maintenance job have been performed. Closing the maintenance job acknowledges it, where it can be specified whether or not the maintenance measures were performed successfully. Note: Click "OK" to confirm the status when the display has this status. The status is set after acknowledgement. To check, reinvoke the maintenance job. Open Close, OK Close, fault Activate the checkbox to display when the maintenance job is opened that the maintenance measures required in the job are currently being performed. Activate the checkbox to display that the maintenance measures required in the maintenance job were performed successfully. Activate the checkbox to display that the maintenance measures required in the maintenance job were performed unsuccessfully. Softkey Opening a file OK Cancel Press the "Open file" softkey to open the attached file in PDF format. Press the "OK" softkey to save the maintenance job. Press the "Cancel" softkey to close the window without accepting the changes. Siemens Automation Products Manual, 03/2017, A5E B-AB 243

244 Organizational tasks 8.1 Maintenance jobs Figure 8-7 Processing a maintenance job on the control 244 Manual, 03/2017, A5E B-AB

245 Organizational tasks 8.2 Service cases 8.2 Service cases of the function If a problem occurs on the machine, the control monitor can generate a service case. A typical application case is a control monitor with the event "Fault processing requested on the HMI". The user at the machine requests active support from the OEM service. Fault help requests are advisable only in conjunction with a specific notification, since, although the user seeking help is waiting for a quick response, monitoring personnel are seldom available exclusively for incoming service case notifications. In the service case, itself, the technician can see the description of the problem and can document the error and its solution throughout the process, because access to the data/files backed up by the control monitor is possible at any time and further documents (e.g. service reports, manuals, drawings, and photos) can be added. The overview of service cases provides a general view of all service cases assigned to an organization. This enables quick access to solutions that have already been worked out and documented for use in new service cases. Service cases can be assigned to people in your own organization by allocating employees. The current status of the work (processing status) can also be made transparent for all employees for the purpose of planning and progress control. Note Service cases are always associated with the machine. That applies both to generation by a control monitor and to manual creation on the PC. All users who are able to use the machine will also see their service cases. If the release for a machine is taken away from an organization, this organization will no longer be able to access the service cases of the machine. Note No remote access Service sessions and remote access using the AMM/E are not possible in local operation! Displaying service cases The "Service cases" window shows a list of all service cases for the currently selected machine. of the function Service cases x-y of z Shows the number of service cases. << >> Shows the number of windows with direct selection. Siemens Automation Products Manual, 03/2017, A5E B-AB 245

246 Organizational tasks 8.2 Service cases Type Date Time Machine ID Designation Status Service engineer Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new service case, see Chapter: Creating/editing a service case (Page 247) Shows the status of the service case using icons, see also Chapter: Explanation of icons (Page 14) Shows the date and time when the service case was created. Shows the machine ID from which the service case originates or for which it was created. Shows the designation of the service case. Note If the service case was entered at the control or the PC with the machine information, the first 40 characters of the fault description input are used as name. If the service case is entered directly in the organization overview, a specific designation can be assigned. Shows the processing status of a service case. Shows the currently assigned technician for a service case. This technician is not the creator of the fault help request. Opens the window to view and edit further details of the service case, see Chapter: Creating/editing control monitors (Page 152) Use the following list and text fields to search for and filter specific service cases. Status Machine Search text Extended search Select a status in the dropdown list. Select a machine in the dropdown list. Enter the search criterion in the text field. The search applies to the machine ID and the service case name. Technicians cannot be found in this way. As many as 40 characters can be entered. Switches directly to the window for the extended search for service cases in accordance with the selected search criteria, see "Search for service cases" below. Figure 8-8 List view of service cases 246 Manual, 03/2017, A5E B-AB

247 Organizational tasks 8.2 Service cases Searching for service cases You can use the following filter possibilities for the simple and fast search. Search criteria Search string Machine Date from... to Status Requested by Service engineer Enter free text in the text field. The filter text is applied to the machine ID and the service case name. Select a machine in the dropdown list. Define a time window: Enter a day. Select the month in the dropdown list. Enter the year. Select a status in the dropdown list. Select the creator of the fault help request in the dropdown list. Select the technician handling the service case in the dropdown list. Button OK Cancel Click "OK" to start the search. Click "Cancel" to close the window without activating the set search criteria. Figure 8-9 Service cases - extended search Creating/editing a service case The details view of a service case shows the following information: Trigger event and the associated generated diagnostic data Triggered Workflow Service elements Siemens Automation Products Manual, 03/2017, A5E B-AB 247

248 Organizational tasks 8.2 Service cases of the function Master data Designation Machine Current control software Date Time Status of the service case Status Service engineer Requesting party Phone number Remote access Reason for editing "Error report" tab "Service report" tab "Log" tab Enter a meaningful designation for the service case. Note: If the service case is triggered by the event "Error processing requested (HMI/PC)", the first 40 characters of the error description entered there are used as the designation of the service case. Otherwise, a name for the service case is automatically generated from the triggering event. As many as 40 characters can be entered. All characters except for "<" are permitted. Shows the name of the machine. Switches directly to the "Current control software" window and shows the software version currently installed on the control, see Chapter: Current control software (Page 52) Shows the date with weekday, DD.Month.YYYY Shows the time of day. Assign the service case a status in order to display a differentiate status in parallel to the process. You can change the status as often as required. The status does not have any effect on the change behavior of other fields. Closed service cases can also be changed subsequently. Select a status in the dropdown list: New Fault is created but not yet processed. Assigned Fault is assigned to a technician. Open Fault not yet rectified because the further help procedure is not yet specified. Closed Fault is closed, either by rectifying the fault or by the decision to no longer pursue further fault help. Select in the dropdown list a technician who is an access-authorized SINUMERIK Integrate user of the own organization. You can change the technician as often as required. Note: Changes to technicians and status are stored jointly with the optional reason for the change in the change history of the service case. Assign the access right for the requesting party. Enter the phone number for queries concerning the fault clarification of the requesting party. A maximum of 15 digits can be entered. This function is not activated in local operation! The input field is enabled for each status change. Enter a description for the error or the event to be triggered. The entered text is stored in the log history for the status change. A maximum of 2000 characters can be entered. All characters are permitted. Enter a description of the fault. The error report can be changed as often as required without logging. A maximum of 2000 characters can be entered. All characters are permitted. Enter a description of the service task. The service report can be changed as often as required without logging. A maximum of 2000 characters can be entered. All characters are permitted. Logs each status and each technician change with time stamp and change. 248 Manual, 03/2017, A5E B-AB

249 Organizational tasks 8.2 Service cases Files Shows the files linked with the service case for additional information. Opens the "Add file" window to upload a file with a maximum file size of 4 MB. Navigate to the desired directory. Click the file to open the application appropriate for the file type. Note: Additional files from the local file system can be linked manually to the service case using the icon and saved on the server (e.g. repair reports, pictures of the damage). Because you can add and delete files subsequently, no logging occurs. Button OK Cancel Click "OK" to backup the service case. Click "Cancel" to close the window without accepting the service case. Figure 8-10 Service case - detailed view Requesting fault processing On the control operator panel, use "Organizational tasks" > "Service cases" > "Fault services" to obtain help from the machine OEM or the factory maintenance. Note This function is only available when fault processing is requested on the control. Siemens Automation Products Manual, 03/2017, A5E B-AB 249

250 Organizational tasks 8.2 Service cases of the function Please write a short error report Contact data Requesting party Phone number Write an error report that when transferred causes a fault immediately. Because a name was not given to the fault help request here, the first 40 characters are used automatically as the fault name on the PC. A maximum of 2000 characters can be entered. Enter yourself directly as requesting party, irrespective of the machine user who is logged in to SINUMERIK Integrate. Enter a phone number for any questions. A maximum of 15 digits can be entered. Softkey OK Cancel Press the "OK" softkey to report the fault. Press the "Cancel" softkey to close the window without sending the fault message. Figure 8-11 Requesting fault processing at the HMI 250 Manual, 03/2017, A5E B-AB

251 Statistics/export 9 Introduction The "Statistic/Export" tab provides functions used to evaluate the information on the server or to display task-specific summaries (for system administration, for example). As statistics function, multi-machine events can be viewed analogously to the machine events of an individual machine. Overview Figure 9-1 Statistics/export tab The information is divided into the following areas: Multi-machine views (Page 252) Machine events (Page 252) Summary of the machine events (Page 256) Measuring series (Page 259) Variable monitors (Page 264) Comparing configurations (Page 267) Compare installed components (Page 275) Import (Page 277) Active import processes (Page 277) Importing a file (Page 281) Import directory (requires ActiveX) (Page 282) Export - Export of PLC data (Page 284) Overviews - Synchronization overview (Page 285) Siemens Automation Products Manual, 03/2017, A5E B-AB 251

252 Statistics/export 9.1 Multi-machine views 9.1 Multi-machine views Machine events The "Statistics/export" > "Multimachine views" > "Machine events" tab shows the event history for several machines: You can specify individual machines or select machine groups to view their events as a chronological list. Filtering machine events Filter events The following filter possibilities allow simple and fast searching. Filters can be set for all relevant information about a machine event. +/- Click the plus/minus icon to display or hide filter criteria. Free text filter Filters machine events using a search criterion. If you enter several search criteria, separate the criteria with a line break. The filtering applies to the "Designation" and "Details" event data. To display events unfiltered, the input field must be empty. Delete all entries in the input field. Note: Localized alarm texts of the machine that were loaded to the server are also found, even if another language is currently set in the browser. 252 Manual, 03/2017, A5E B-AB

253 Statistics/export 9.1 Multi-machine views Trigger events Diagnostic data Activate the appropriate checkbox to filter specific trigger events. Multiple selection is also possible. The following filter options are available: Alarms PLC triggers PLC timeout triggers Triggers on a new value of a user-defined variable Variable triggers Combined machine triggers Time-based triggers Trigger on synchronization Trigger on control monitor script error (only for troubleshooting) Trigger when maintenance jobs are (over)due Cyclic triggers on NC monitor Cyclic triggers on PLC monitor Cyclic triggers on variable monitor PLC monitors reach limit value Variable monitors reach limit value Measurements reach limit value Fault messages on the HMI Fault messages on the PC Select all Note: The filter menu can be hidden to make it easier to evaluate the event history at lower screen resolutions. However, the filter settings still remain active. Activate the appropriate checkboxes to filter the actions used in the control monitor. Multiple selection is also possible. The following filter options are available: Files HMI action log Machine data NC status data Feedback messages to PLC PLC trace PLC data PLC monitors Variable monitors Archives Select all Siemens Automation Products Manual, 03/2017, A5E B-AB 253

254 Statistics/export 9.1 Multi-machine views Notifications Priority Event category Activate the appropriate checkboxes to filter the actions used in the control monitor. Multiple selection is also possible. The following filter options are available: notifications Maintenance jobs Select all Activate the appropriate checkboxes to filter the event priorities assigned by the user. The following filter options are available: Select all Activate the appropriate checkbox to limit the display of events to those created by the user with control monitors or automatically by SINUMERIK Integrate. The following filter options are available: Control monitor events System events Select all Interval Filtered machine events Activate the appropriate checkbox to filter events according to their interval. Select the following intervals in the dropdown list: Total lifetime Last year Last half year / 6 months Last quarter year / 3 months Last month Last week Last day - OR - from... to Activate the checkbox to specify an arbitrary interval. Events x-y of z Select the interval using the calendar function. Shows the number of machine events. << >> Shows the number of windows with direct selection. Machine ID Select in the dropdown list the number of lines per window. 10, 20, 50, 100 or 200 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Activate the checkbox to select all machine events. Shows the machine ID. 254 Manual, 03/2017, A5E B-AB

255 Statistics/export 9.1 Multi-machine views Date Control monitor / event Priority Shows the time stamp. You can sort the date in ascending or descending order. Shows the descriptive name. Shows the event priority of 0 to 5 specified by the user. Opens a window to view further details about the event. Activate the checkbox to select individual machine events. Deletes after a prompt the event from the overview. Button Filter Delete all Delete Click "Filter" to display all events that occurred in the set interval. Click "Delete all" to delete all events. Click "Delete" to delete the events selected using checkboxes. You receive the following note: Deleting events Back Events can be marked as "not deletable" (e.g. for verification purpose). You cannot remove them from the list! Notice: Diagnostic data generated with an event is also deleted; however, triggered Workflow Service Elements (e.g. maintenance jobs) are not deleted! Click "Back" to return to the "Statistics/export" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 255

256 Statistics/export 9.1 Multi-machine views Figure 9-2 Export statistics, machine events Summary of the machine events In the "Statistics/export" > "Multimachine views" > "Summary of the machine events" tab you can limit the machines and the viewing interval. The following two views provide an overview of the frequency of events: The list of machines sorted in descending order of the number of events. The list of the events (identified with their control name) sorted in descending order of their frequency. The columns can be sorted in ascending or descending numeric or alphabetic order. Note Time delay Depending on the number of selected machines, from approximately > events per machine, it can take several minutes until a summary of the machine events is displayed. 256 Manual, 03/2017, A5E B-AB

257 Statistics/export 9.1 Multi-machine views "Machines" tab Interval from... to Activate the checkbox to filter events according to their interval. Select the following intervals in the dropdown list: Total lifetime Last day Last week Last month Last 3 months Last 6 months Last year - OR - Activate the checkbox to specify an arbitrary interval. Select the interval using the calendar function. +/- Click the plus/minus icon to display or hide the control monitors for each machine. Machine ID Opens a window to see further details of the machine event for this specific machine while retaining the filters and the filter interval. Shows the name entered in the master data. Version Shows the SINUMERIK Integrate Version 3 or 4. Prio0... Prio5 Shows the sum of the events for the associated priority. Total Shows the sum of the events for all priorities. Button Filter Back Click "Filter" to activate the specified interval. The display is updated to this filter condition. Click "Back" to return to the "Statistics/export" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 257

258 Statistics/export 9.1 Multi-machine views Figure 9-3 Quantitative machine analysis Machine details Click the "+" icon to list the control monitors for each machine with the individual entries. The columns can be sorted in ascending or descending numeric or alphabetic order. Figure 9-4 Machine details analysis "Control monitor" tab In the "Control monitor" tab you obtain a list of the events sorted according to the linked control monitors over all selected machines. The columns can be sorted in ascending or descending numeric or alphabetic order. 258 Manual, 03/2017, A5E B-AB

259 Statistics/export 9.1 Multi-machine views Figure 9-5 Quantitative control monitors analysis Control monitor details Click the "+" icon to list for each control monitor the machines that use it. The columns can be sorted in ascending or descending numeric or alphabetic order. Figure 9-6 Control monitor details analysis Measuring series Selecting measuring series for the comparison In the "Statistics/export" > "Multimachine views" > "Measuring series" tab you can compare the measurement data between the same machine types. Using a measuring series of the investigated machine as basis, you can often not decide whether the considered machine is in a good or poor state, in particular, when you have only Siemens Automation Products Manual, 03/2017, A5E B-AB 259

260 Statistics/export 9.1 Multi-machine views limited measurement data available for the considered machine. By comparing the measurement data with that of the same type, you may be able to assess even with few data records whether the machine is in an acceptable condition. of the function Select the desired machines from the machine tree. You can also select a group to include all machines located below the node. The number of machines selected via the machine tree can also be limited using a filter. Type a search criterion in the input field. If you enter several search criteria, separate the criteria with a line break. The filter has the effect that from all the machines selected via the machine tree, only those will be considered for the comparison, whose machine name contains one of the filter texts. To display machines unfiltered, the input field must be empty. Delete all entries in the input field. Filtering measuring series Equability axis test Circularity test Universal axis test Available comparisons (x) Axis(n) Relevant parameters Σ Measuring series(n) Activate the appropriate checkbox to filter the desired measuring series. Shows the name of the measured axis. Shows the measuring series parameter relevant for the comparison. Shows the number of machines with a comparable measuring series. Shows the name of the measuring series. Opens a window to view and edit further details of the measuring series. Button Filter Click "Filter" to activate the selection. The display is updated to this filter condition. The system then creates an overview of the comparable measuring series. Figure 9-7 Filtering measuring series 260 Manual, 03/2017, A5E B-AB

261 Statistics/export 9.1 Multi-machine views Selection of measuring series The overview shows all measuring series examined in one comparison grouped by machines. In this overview, the selection of the measuring series to be examined in the comparison function can be changed. The system makes a preselection so that from each machine only one measuring series is considered for display. The criteria for this preselection is the number of measurements contained in the measuring series. For each machine, the measuring series with most measurements is selected. This preselection can be overwritten as required. Figure 9-8 List of measuring series for the selected measuring series group Representing a measuring series as diagram You can represent the measuring series in a diagram. of the function Details of the time series Machines Characteristics The machine operator selects the desired characteristic from the table. The system generates a diagram that shows the progress in time of the selected characteristic for each measuring series considered in the comparative display. There are various functions available for changing the diagram or displaying detailed information. Shows all measuring series considered in the comparison function arranged according to machines. Individual measuring series can be excluded from being displayed in the diagram or included again. Shows the characteristics that are calculated for the examined type of measuring series. The representation in the diagram requires a characteristic to be selected. Parameters Shows the parameters for the measurement. Parameters that are not identical in all measuring series are marked. Siemens Automation Products Manual, 03/2017, A5E B-AB 261

262 Statistics/export 9.1 Multi-machine views Constraints Representation (time series) Interval all 1 Y 6 M 3 M 1 M Set marking Marking 1 Marking 2 Shows the constraints for the measurement. Constraints that are not identical in all measuring series are marked. Opens a window to view further details of the parameters and the constraints for each individual measuring series. Click the desired button to select one of the following intervals: Complete interval 1 year 6 months 3 months 1 month - OR - Select the interval with two markings in the displayed diagram. Activate the checkbox to set the interval using marking 1 and marking 2. Deletes the marked times. Representation (machine series) Defining a point in time Marking 1 Marking 2 Last measurement... Activate the checkbox to set the interval using marking 1 and marking 2. - OR - Select an exact date using the calendar function. Exports all values of the data points as an Excel file. The data points of each data series are stored in separate tables. Excel-ViewMMAnalysis 262 Manual, 03/2017, A5E B-AB

263 Statistics/export 9.1 Multi-machine views Button Time series Machine series Reload graphic Markings Display Back Click "Time series" to represent the change over time of the selected characteristic in the specified interval. Click "Machine series" to display the selected characteristic from the compared measuring series at a defined point in time. It is displayed as a bar chart. The ordinate on the left-hand side indicates the relative deviation from the average value of the characteristic values being investigated. The right-hand ordinate indicates the absolute value. Click "Reload graphic" to update and reload the graphic after changes to the settings. Click "Markings" to set two markings in the shown diagram with a double-click. These markings specify the individual characteristic values at this time. Click "Display" to refresh the representation when the interval has changed. Click "Back" to return to the "Statistics/export" overview. Figure 9-9 Displaying the measuring series as time series Siemens Automation Products Manual, 03/2017, A5E B-AB 263

264 Statistics/export 9.1 Multi-machine views Figure 9-10 Displaying the measuring series as machine series Variable monitors The "Statistics/export" > "Multi-machine views" > "Variable monitors" tab shows the data acquired via variable monitors over machine boundaries. of the function Select the desired machines from the machine tree. You can also select a group to include all machines located below the node. Note Comparing data series Only data series of the same name can be compared. All machines (x) Available comparisons (x) Name Shows the selected machines or machine group. x: Shows the number of machines. Shows the possible comparisons between the variable monitors of the machines in the group. The decisive factor is the same name. Shows the name of the variable monitors contained in the selected group of the machines. Activate the appropriate checkbox to select the variable monitor. 264 Manual, 03/2017, A5E B-AB

265 Statistics/export 9.1 Multi-machine views Σ Opens a window to view and edit further details of the variable monitor. Shows the number of machines with variable monitor of the same name in the selected group. Figure 9-11 Variable monitor comparisons Selecting variable monitors for the comparison Machines with assigned variable monitors +/- Click the plus/minus icon to display or hide further variable monitors. Machine ID Shows the machine name in order to specifically select the variable to be compared. Variable monitor Shows the variable monitors for each machine. Variable Shows the variables within a variable monitor that are to be configured. Σ Shows the number of machines with variable monitor of the same name in the selected group. Interval Shows the configuration interval of the variable monitor. Activate the checkbox to select the variable monitors. Click "OK" to confirm the selection. The variable monitors are highlighted orange. Button OK Cancel Click "OK" to confirm the selection. Click "Cancel" to close the window without accepting the settings. Siemens Automation Products Manual, 03/2017, A5E B-AB 265

266 Statistics/export 9.1 Multi-machine views Figure 9-12 Selecting variable monitors for the comparison Figure 9-13 Variable monitors for the comparison selected 266 Manual, 03/2017, A5E B-AB

267 Statistics/export 9.1 Multi-machine views Display of the data points of selected variables For information on the operation of the graphic display, see Chapter: Representing a measuring series as diagram (Page 261) Figure 9-14 Variable monitor time series Comparing configurations In the "Statistics/export" > "Multimachine views" > "Compare configurations" tab you can compare the configurations of several machines. The comparison is made between a freely selectable group of machines with a sample machine. The result is an overview which shows all the differences between the sample machine and each individual machine of the group. Overview The following differences are shown: Different names of the configurations Non-existing configurations Too many configurations configured The result of the comparison can be exported or printed, for post-editing the configurations, for example. Siemens Automation Products Manual, 03/2017, A5E B-AB 267

268 Statistics/export 9.1 Multi-machine views of the function Reference machine Number of comparison machines: x Shows the reference machine, the machine selected for comparison. All configurations are represented by type with their name. Configurations are marked in color with the following meaning: Orange: Different configurations Light blue: Identical configurations Shows the number of machines in the selected group that are compared. All configurations are shown according to type with the individual names of each machine in the group. Configurations are marked in color with the following meaning: Orange: Different configurations Light blue: Identical configurations Button Comparing Cancel Click "OK" to start the comparison. A progress display provides information about the current execution. A list that shows the differences between the individual machines of the group and the comparison machine is created. Click "Cancel" to close the window without starting the comparison. Note Reaction to changes If, on the machine, the diagnostic action of the action log to machine data is changed, then no difference is found when making a comparison. If, on a machine, the control monitor name is changed, then this is not identified as difference, but is interpreted as "missing". 268 Manual, 03/2017, A5E B-AB

269 Statistics/export 9.1 Multi-machine views Examples Figure 9-15 Comparing configurations Figure 9-16 Comparing configurations Siemens Automation Products Manual, 03/2017, A5E B-AB 269

270 Statistics/export 9.1 Multi-machine views Figure 9-17 Control monitor configuration comparison 270 Manual, 03/2017, A5E B-AB

271 Statistics/export 9.1 Multi-machine views Figure 9-18 Control monitor configuration comparison Comparison log Prints the overview on the defined printer, see "Print preview". Reference machine Shows the name of the comparison machine. Target machine Shows the name of the target machine. Users Shows the logged in technician. Identical Shows the number of identical configurations. Different Shows the number of different configurations. Missing Shows the number of missing configurations. Comparison machine x Designation Shows all configurations of the reference machine with the associated status. Status The following states are displayed: OK Contents not identical Missing Does not exist in the comparison machine Does not exist in all target machines Siemens Automation Products Manual, 03/2017, A5E B-AB 271

272 Statistics/export 9.1 Multi-machine views Deviation for machine x Designation Shows the configurations that have differences to the reference machine for each machine in the group. Figure 9-19 Configuration comparison log Print preview << Page x of y >> Scrolls in the print preview. Portrait/landscape format Format selection Activate the desired checkbox to selected between the following formats: Portrait Landscape Select the following paper format on the dropdown list: A4 A3 272 Manual, 03/2017, A5E B-AB

273 Statistics/export 9.1 Multi-machine views Button Print Close Click "Print". The print menu of the PC opens and you can select the following: All available print options As a file Click "Close" to close the preview. Siemens Automation Products Manual, 03/2017, A5E B-AB 273

274 Statistics/export 9.1 Multi-machine views Figure 9-20 Print preview 274 Manual, 03/2017, A5E B-AB

275 Statistics/export 9.1 Multi-machine views Compare installed components In the "Statistic/Export" > "Multi-machine views" > "Compare installed components" tab you can compare machines and their installed components. The components only exist for a machine after the machine has been connected with an NCU. A search and filter function simplifies the selection of the desired components. Search function description - filter Filtering components +/- Click the plus/minus icon to display or hide further filter criteria. Select property Exclude property By version Machines x-y of z Activate the appropriate checkbox to limit the number of machines using the selection of the components. After filtering, only machines are displayed that contain at least one of the selected components. Activate the appropriate checkbox to limit the number of machines using the selection of the components. After filtering, only machines are displayed that contain none of the selected components. You can create up to five filtering steps. The filters are ANDed, so that the result list contains only machines that fulfill the conditions of all filters. The list is sorted automatically by machine ID. Component Version Select in the dropdown list the components to be filtered. Select in the dropdown list one of the following comparison operations: = equal > greater than < less than Shows the number of machines. <= less than or equal to >= greater than or equal to Enter the version of the components. << >> Shows the number of windows with direct selection. Machine ID Components Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Shows the currently selected machine group. The list is empty and a corresponding message is issued if no machine group is selected or if the currently selected group does not contain any machine. Select in the dropdown list the column to be displayed: Internal name Company Location Country Shows in the following columns all defined components, e.g. HmiAdvanced, Nck, TraceSrv, etc. Button Filter Click "Filter" to activate the selection. The overview is updated. Siemens Automation Products Manual, 03/2017, A5E B-AB 275

276 Statistics/export 9.1 Multi-machine views Figure 9-21 Comparing components 276 Manual, 03/2017, A5E B-AB

277 Statistics/export 9.2 Import 9.2 Import Active import processes The "Statistic/Export" > "Import" > "Active import processes" tab shows all import processes for files or directories that have not yet completed. of the function Date Time Machine ID Progress Shows the date. The column can be sorted in ascending or descending numeric sequence. Shows the time of day. Shows the machine ID. Provides information about the current process. Button Back Click "Back" to return to the "Statistics/export" overview. Figure 9-22 Active import processes Import with HMI-Advanced The data resulting in "robust operation" can be transferred to SINUMERIK Integrate. "Robust operation" allows data that results from a trigger event to be temporarily saved on the local hard disk of the control when the Internet connection is faulty or temporarily unavailable. Data is buffered, for example, when no Internet connection to the server exists. of the function There are different ways of transferring local data from the client to the server: Once the Internet connection has been restored, data is automatically transferred to the server. You copy the data to a network drive via a local "Backup" function. Click "Backup" to invoke the backup application. Siemens Automation Products Manual, 03/2017, A5E B-AB 277

278 Statistics/export 9.2 Import Figure 9-23 Selection menu with HMI-Advanced Local backup application You use the SINUMERIK Integrate user interface to define the storage directory and start the backup process. Softkey Backup Change path Start Press the "Backup" softkey to invoke the backup function. Press the "Change path" softkey to specify the storage directory in the "Target folder" input field. Press the "Start" softkey to start the process. Figure 9-24 Backup application 278 Manual, 03/2017, A5E B-AB

279 Statistics/export 9.2 Import Import with SINUMERIK Operate The data resulting in "robust operation" can be transferred to SINUMERIK Integrate. "Robust operation" allows data that results from a trigger event to be temporarily saved on the local hard disk of the control when the Internet connection is faulty or temporarily unavailable. Data is buffered, for example, when no Internet connection to the server exists. of the function There are different ways of transferring local data from the client to the server: Once the Internet connection has been restored, data is automatically transferred to the server. You copy the data to a network drive via a local "Backup" function. Click "Backup" to invoke the backup application. Softkey Settings Save data Select path Start Press the "Settings" softkey to open an additional vertical softkey bar. Press the "Save data" softkey. The "Save data" window opens with the target directory and the target file. Press the "Select path" softkey if you want to change the target directory. Press the "Start" softkey to select the file. OK Cancel Press the "OK" softkey to start the data backup. A progress display provides information about the current execution. You receive an appropriate message after completion of the backup. Press the "Cancel" softkey to cancel the process. Siemens Automation Products Manual, 03/2017, A5E B-AB 279

280 Statistics/export 9.2 Import Figure 9-25 Selection menu with SINUMERIK Operate Figure 9-26 Selecting a path 280 Manual, 03/2017, A5E B-AB

281 Statistics/export 9.2 Import Figure 9-27 Selecting data Importing a file In the "Statistic/Export" > "Import" > "Import file" tab you transfer the data files that result during the "robust operation" individually to the server. of the function Prior to the import to the control, the data must be transferred to an external data medium (PC, notebook, PG, etc.) using the "Data backup" function, see also Chapter: Import with HMI- Advanced (Page 277) or Import with SINUMERIK Operate (Page 279) Change the suggested address if you want to receive a notification after an import. Upload file File name Notification address Select the file data for the import. The maximum file size is displayed, e.g. 4 MB Enter an address for notification after a successful import. Button Browsing... Click the "Browse..." button. A browser window opens and you can navigate to the desired file in the system. Upload Click "Upload" to load the file. Siemens Automation Products Manual, 03/2017, A5E B-AB 281

282 Statistics/export 9.2 Import Button Import Cancel Click "Import" to start the import operation. Click the "Cancel" button to cancel the operation. Figure 9-28 Importing a file Note Activating notification limitation If you have used notifications within the "Control monitors" function, activate the notification limitation to prevent an excessive creation of notifications, see Chapter: Notification limitation (Page 212) Import directory (requires ActiveX) In the "Statistic/Export" > "Import" > "Import directory (requires ActiveX)" tab you transfer the data that results for various different machines during the "robust operation" individually to the server. Prerequisite The "Import" function requires the "ActiveX" program. If no version or an obsolete version is present, the current version will be installed automatically. of the function Prior to the import to the control, the data must be transferred to an external data medium (PC, notebook, PG, etc.) using the "Data backup" function, see also Chapter: Import with SINUMERIK Operate (Page 279) All of the data must be saved in one directory. Change the suggested address if you want to receive a notification after an import. Directory name with complete path address for notification after a successful import Select the directory with complete path details for the import. Enter an address for notification after a successful import. 282 Manual, 03/2017, A5E B-AB

283 Statistics/export 9.2 Import Button Browse... Upload OK Cancel Click "Browse..." to find the file in the appropriate directory. Click "Upload" to load the file. Click "OK" to start the import operation. Click the "Cancel" button to cancel the operation. Figure 9-29 Importing a directory Siemens Automation Products Manual, 03/2017, A5E B-AB 283

284 Statistics/export 9.3 Export - Export of PLC data 9.3 Export - Export of PLC data In the "Statistic/Export" > "Export" > "Export of PLC data" tab you can export data that was downloaded from the machine to the server, to external systems, e.g. to the local PC. This data is then available for further processing. of the function Search The uploaded contents of the PLC data blocks of a machine can be exported from the server to a file. The data that can be exported exists in binary format. It can be deleted from the server if required. Enter a search criterion in the text field. Date from: to: Use the calendar function to define a specific interval to further restrict the search. PLC data Shows an overview of the available PLC data. Button Find Delete search OK Back Click "Find" to start the filter operation. Click "Delete search" to remove the selected search terms and the interval. Click "OK" to start the export. Click "Back" to return to the "Statistics/export" overview. Figure 9-30 Export of PLC data blocks 284 Manual, 03/2017, A5E B-AB

285 Statistics/export 9.4 Overviews - Synchronization overview 9.4 Overviews - Synchronization overview In the "Statistic/Export" > "Overviews" > "Synchronization overview" tab you see an overview of the status of all or some of the machines. This overview helps in making a decision, for example, which machine should be synchronized although it did not have any scheduled contact with the server. You can view the synchronization data of your own or third-party machines in the overview. The synchronization overview can also be used to show the activated and deactivated machines in a single display. of the function Machines x-y of z << >> Shows the number of windows with direct selection. Machine ID Overdue since Last sync. Scheduled sync. Mode Time zone Search text Mode Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Shows the machine ID. Shows since when the synchronization is overdue. Shows the date and time of the most recently performed synchronization. Shows the date and time of the planned synchronization start. Shows the following states: Online: Refreshes all data. Offline: No automatic synchronization of the machine with the settings on the server. Standby: Refreshes only the synchronization data. Select in the dropdown list one of the time zones stored in the system. Enter text used later to filter the synchronization data. Select the status in the dropdown list: All Online Offline Standby Button Find Display all Back Click "Find" to start the filter operation. Click "Display all" to ignore the filter criteria. Click "Back" to return to the "Statistics/export" overview. Siemens Automation Products Manual, 03/2017, A5E B-AB 285

286 Statistics/export 9.4 Overviews - Synchronization overview Figure 9-31 Synchronization overview 286 Manual, 03/2017, A5E B-AB

287 Management 10 Introduction In the "Administration" tab you assign the corresponding access rights to machines and users for the organization. Prerequisite You require administrator rights to create or change users with access rights. Overview Figure 10-1 "Management" tab The functions are divided into the following areas: Organization management (Page 288) Addresses (Page 288) Users (Page 290) Machine overview (Page 293) Editing the master data of a machine (Page 305) Organizational data (Page 305) Download areas (Page 307) Personal settings (Page 309) Change password Data privacy guidelines Reset filter and search settings To work together with other organizations on machines, the machines must set up for use in cooperation areas. A machine can only by released by the administrator of the source organization. The target organization cannot make a release. This means that the source organization always retains the control over which other organizations can access its data and settings. Users in the target organization have almost the same rights to access the released external machine as they would for a machine within their own organization. Siemens Automation Products Manual, 03/2017, A5E B-AB 287

288 Management 10.1 Organization management 10.1 Organization management Addresses In the "Management" > "Management of the organization" > "Addresses" tab you maintain the recipient addresses for text messages and notifications. This allows you to access existing recipients when creating messages and add new addresses if necessary. All notifications specified for this recipient are updated for an address change. Note SMS notification not possible SMS notification is not possible in local operation! Addresses overview Addresses x-y of z Shows the number of addresses. << >> Shows the number of windows with direct selection. First name Last name Company address SMS number Company Search text Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens a window to create a new address. Shows the address data. The "First name", "Last name" and "Company" columns can be sorted in ascending or descending alphabetic sequence. Copies the address data to the clipboard. A success message is displayed. Deletes the address after a prompt. Select in the dropdown list the desired company in order to limit the search. Enter a search criterion in the text field. Button Find Display all Back Click "Find" to start the filter operation. Click "Display all" to deactivate the set filter conditions. Click "Back" to return to the "Management" overview. 288 Manual, 03/2017, A5E B-AB

289 Management 10.1 Organization management Create address Address data First name Last name Company Department Phone address Data for a notification address SMS number Comment Enter the first name of the recipient. All input fields marked with an asterisk "*" are obligatory fields. Enter the last name of the recipient. Enter the company name. Enter the department designation. Enter the phone number of the recipient. This entry is for information purposes only. Enter the address of the recipient. This entry is for information purposes only. Enter the address of the recipient. SMS notification is not possible in local operation! Enter the SMS number of the recipient. Click "+" to add additional numbers. If required, enter an additional comment for the recipient. Button Test Test SMS OK Cancel Click "Test " to test the correctness of the address. Request the recipient to send a receiving confirmation to verify the correctness of the address. This function is not possible in local operation! Click "Test SMS" to test the correctness of the SMS number. Request the recipient to send a receiving confirmation to verify the correctness of the address. Click "OK" to save the data. Click "Cancel" to close the window without creating an address. Figure 10-2 Adding an address to the address book Siemens Automation Products Manual, 03/2017, A5E B-AB 289

290 Management 10.1 Organization management Users In the "Management" > "Management of the organization" > "Users" tab you create user accounts in the user management. The user management offers the following possibilities: Create users Change users Enter a new password Each user is assigned one of the following user roles: Administrator Commissioning engineer Service engineer Machine operator This assignment gives users only the predefined program options for the specific user roles, see also Chapter: s of the various roles (matrix of authorizations) (Page 315) Note "Administrator" user name The "Administrator" user is not displayed in the user lists and cannot be deleted. The administrator of an organization is always able to perform machine and user administration, even if all other administrators of the organization have been deleted inadvertently. User overview Users x-y of z Shows the number of users. << >> Shows the number of windows with direct selection. First name Last name Company address SMS number Active Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to create a new user, see below: "Create users". Opens a window to edit the user data. Shows the user data. The "User name", "First name" and "Last name" columns can be sorted in ascending or descending alphabetic sequence. Indicates whether a user for the machine is specified. Deletes the user after a prompt. 290 Manual, 03/2017, A5E B-AB

291 Management 10.1 Organization management Status Search text Select in the dropdown list the desired status in order to limit the search. all Active Inactive Enter a search criterion in the text field. Button Find Display all Back Click "Find" to start the filter operation. Click "Display all" to deactivate the set filter conditions. Click "Back" to return to the "Management" overview. Creating users The "User" window is open. Assigned user names User data User name First name Last name address Password Shows the previously created users. Enter the login name for SINUMERIK Integrate. All input fields marked with an asterisk "*" are obligatory fields. Note: The "user name" must be unique within the organization. Enter the first name. Enter the last name. Enter the address of the user. The address is used for information and is used to transmit the user data. Enter a password. Observe the criteria for a valid password. Opens the menu with information about a valid password. Valid password - OR - Accept the valid password proposed by the system. Password suggestion Shows the password specified by the system. User must change password Activate the checkbox to request the user to change the assigned password during the first login. If the user logs in with PKI, this option must not activated. Siemens Automation Products Manual, 03/2017, A5E B-AB 291

292 Management 10.1 Organization management Login with Password Password/certificate Certificate User role Administrator Commissioning engineer Service engineer Machine operator Select in the dropdown list the login option. Activate the appropriate checkbox to assign each user one or more roles. Button OK Cancel Click "OK" to create the user account. Click "Cancel" to close the window without creating or changing the user account. Note Changing the password For safety reasons, you must change the password at regular intervals. The password change is based on the safety guidelines of the company. If no clear specifications exist, the password must be changed every four weeks at the latest. Figure 10-3 Creating/editing a user 292 Manual, 03/2017, A5E B-AB

293 Management 10.1 Organization management Machines Machine overview In the "Management" > "Management of the organization" > "Machines" tab you maintain the machines. The following options are available: Create or edit the machine name and other information about the machine. Deactivate, activate or delete machines. Release a machine for use by another organization (cooperation area), revoke a previously granted release, and reject an external machine released to your organization. Select the server software version of the machine. Duplicate a machine with its settings. of the function Machines x-y of z In the "Machines" window you see an overview of all machines defined in the organization. Shows the number of machines. << >> Shows the number of windows with direct selection. Machine ID V Select in the dropdown list the number of lines per window. 10, 20, 50, or 100 lines can be selected. A scrollbar appears on the side if not all lines are shown in the window. Opens the window to define a new machine in the organization of the user, see Chapter: Create/edit machine (Page 295) Shows all machines considered in the filter. This column can be sorted in ascending or descending alphabetic sequence. Opens the window to view and edit the machine master data, see Chapter Create/edit machine (Page 295) Copies the machine master data to the clipboard. A success message is displayed. Select in the dropdown list the information to be displayed in the column: Internal name Manufacturer Manufacturer number Manufacturer ID Shows the version of SINUMERIK Integrate: Version 3 or 4 Shows the status of the machine. The machine is active. The machine is connected. Siemens Automation Products Manual, 03/2017, A5E B-AB 293

294 Management 10.1 Organization management Shows the status of SINUMERIK Integrate: SINUMERIK Integrate must be logged into the machine. No login of SINUMERIK Integrate is required. Details Device class Shows details from the machine master data: Company Location Production unit Shows the device classes from the machine master data: SINUMERIK SIMATIC IPC Copies the machine master data to the clipboard. A success message is displayed, see also Chapter: Create a machine as a copy (Page 302). Shows the activation for the export of this machine. The function is necessary to move configurations and data between various servers. The machine must be disconnected prior to the export, see also Chapter: Download areas (Page 307) Activate the checkbox in the column to activate the machine for the use of SINUMERIK Integrate. Deletes the complete machine after a prompt. No further data is available. Selected machine All selected (page) All selected overall (z) Shows the selected machines with the same information. Activate the checkbox to select the machines on the current page (as many as 200). Activate the checkbox to select all machines, even those that are hidden. Button Export Upgrade Delete Activate Deactivate Click "Export" to start the export for a multiple selection of machines. Click "Upgrade" to start the conversion from version 3 to version 4 for a multiple selection of machines. Click "Delete" to start the delete operation for a multiple selection of machines. Click "Activate" to activate the use of SINUMERIK Integrate for a multiple selection of machines. Click "Deactivate" to deactivate the use of SINUMERIK Integrate for a multiple selection of machines. 294 Manual, 03/2017, A5E B-AB

295 Management 10.1 Organization management Figure 10-4 Setting up machines Create/edit machine In the "Management" > "Management of the organization" > "Machines" tab you set up the machine with the following data and information: Store or edit the machine name and other information about the machine. Deactivate, activate or delete a machine. Release a machine for use by another organization (cooperation area), revoke a previously granted release, and reject an external machine released to your organization. Select the server software version of the machine. Remote access: Issue a release in order to always grant approval for using individual functions. This function is not possible in local operation! Duplicate the settings of the selected machine. The following tabs are available under "Own machine": Master data Settings Enables Comment Siemens Automation Products Manual, 03/2017, A5E B-AB 295

296 Management 10.1 Organization management "Master data" tab To make it easier to handle machines that have recently been created, the input fields appear with their most recently entered contents. This prevents identical or similar entries from being reentered unnecessarily. Master data Machine ID Internal name Company Location Prod. unit Zip code Country Manufacturer data Manufacturer name Manufacturer number Manufacturer ID Enter the designation of the machine within the organization of the user. This machine ID must be unique within an organization. As many as 40 characters can be selected. The following characters are not permitted: Return,, $,, \, ;, >, <, ß, ä, ö, ü, Ä, Ö, Ü,,. Enter a freely selectable, additional designation of the machine, e.g. the name at the end user (inventory number) or the type designation. As many as 40 characters can be selected. All characters are permissible. Enter the company name of the end user. Machines can be selected in the machine tree according to end users. As many as 40 characters can be selected. The following characters are not permitted: Return, backspace,, $,, \, ;, >, <. Enter the location of the machine. Machines can be selected in the machine tree according to their location. As many as 40 characters can be selected. The following characters are not permitted: Return, backspace,, $,, \, ;, >, <. Enter the production unit to which the machine is assigned: Machines can be selected in the machine tree according to their production unit. As many as 25 characters can be selected. The following characters are not permitted: Return, backspace,, $,, \, ;, >, <. Enter the postal routing code / ZIP code of the location. Enter the country (location) of the machine. Optional entry, e.g. of the machine manufacturer. As many as 40 characters can be selected. All characters are permissible. Optional entry, e.g. the machine name of the manufacturer. As many as 40 characters can be selected. All characters are permissible. Optional entry, e.g. a further identification number. As many as 40 characters can be selected. The following characters are not permitted: Return, backspace,, $,, \, ;, >, <, ß, ä, ö, ü, Ä, Ö, Ü,,. Button OK Cancel Click "OK" to save the data for the own machine. Click "Cancel" to close the window without creating a machine. 296 Manual, 03/2017, A5E B-AB

297 Management 10.1 Organization management Note Device class The correct device class must be selected in the master data settings before you save, even when you save only temporarily! Device classes can no longer be changed once the machine has been "registered (connected)". The device class is located in the "Settings" tab. Figure 10-5 Editing the master data of a machine "Settings" tab You can select the following functions that are executed automatically during the client rampup: Connect machine automatically based on its network data (IP address, MAC address and machine name). Delete connection automatically for clients disconnected by the server: If a machine is disconnected by the PC, the system deletes the client-side connection automatically during the next ramp-up. The client checks during the ramp-up whether the machine has been disconnected by the server. In this case, the system deletes automatically the client-side connection data. The machine is then not connected. Siemens Automation Products Manual, 03/2017, A5E B-AB 297

298 Management 10.1 Organization management Delete connection automatically for clients whose connection data was copied for a stillactive client (e.g. by loading a ghost image): During the ramp-up of a connected client, the system checks whether the client is working with copied connection data. The server checks this by saving the connection data during each machine ramp-up and comparing this with the data from the previous ramp-up. If the connection data differs from the saved data with regard to MAC address and machine name, the system assumes that the client is working with copied connection data. The IP address of the client is intentionally not considered in order to support networks with a dynamic IP number assignment. If the system detects a client that is working with copied connection data, the system deletes the client-side (copied) connection data. The client is then not connected. Settings Status Active, connected Activate the checkbox to activate the display of the registration status of the machine. This is also the only possibility of removing the machine registration (database terminology: disconnect): Inactive, not connected Disconnect machine Active, connected: Register the machine for usig SINUMERIK Integrate (possible only from the machine) and disconnect (this requires a new registration of the machine). If the machine has been disconnected, activate the checkbox to specify the inactive, not connected state. Click "Disconnect machine" to no longer acquire data. The configurations of the server to the machine are no longer synchronized. Operator panel front Login always required: Activate the checkbox to specify that a user must always login manually. Can be operated as Commissioning engineer Software release Service engineer Machine operator - OR - Activate the appropriate checkbox to specify with which role the user is automatically logged into the machine. The login is then made without the manual input of user name, password and organization. Select in the dropdown list the server software to be adapted to the version of the machine. Note: It is only possible to upgrade to a higher software version. The upgrade is performed the next time the machine is booted after the change. After that it is no longer possible to undo the change! Remote access Always request approval This function is not activated as remote access is not possible in local operation! Measurements Display rigidity Activate the checkbox to specify that the rigidity should also be shown for the axis tests. Archive event Automatic connection Create machine event for importing archives Connect machine automatically Activate the checkbox to specify that machine events for importing archives to the control will be created. Activate the checkbox to specify that the machine client connects automatically to the server as soon as a connection is established. Note The function is possible for the following versions: SINUMERIK Integrate HMI-Advanced client from version SINUMERIK Integrate Operate client from operating software SINUMERIK Operate for PCU V2.6 SP1 HF5 298 Manual, 03/2017, A5E B-AB

299 Management 10.1 Organization management Connection via Device class Select in the dropdown list the connection type. The following options are available: IP address MAC address Machine name (max. 50 characters) Enter the device class. If you activate "Connect automatically", select the connection type and specify the address or the machine name. If you select, e.g. "IP address", during the start, the client connects itself automatically with the machine using the entered address. The device class defines the SINUMERIK Integrate functions that can always be used on the machine. Various functions cannot be used depending on the device class. The following device classes are available for selection: SINUMERIK S7 IPC Figure 10-6 Editing the settings of a machine "Releases" tab You can release a machine for several organizations. The users of the target organization only see their own release but not that of other organizations. For the release, the master data of the external machine in the target organization is initialized with the currently valid machine information (OEM machine name, location, etc.). This initialization is not necessary if the machine has already been released to the same organization in the past. Siemens Automation Products Manual, 03/2017, A5E B-AB 299

300 Management 10.1 Organization management If the organization to which you want to release a machine does not appear in the list of known organizations ("release to"), you must request the organization designation and the release password from the partner organization. To ensure that users within other organizations do not require access to the whole of your organization, it is possible to release an individual machine in the master data for another organization. Organizational data is never released for partner access. The privileges for machine-related functions are the same as those within your own organization for commissioning engineers, service engineers or machine operators. Organization Date Partner ID Opens a window to create a new release. Opens a window to view and edit further details of the release, see "Creating and editing a release" below. Shows the previously defined releases of a machine. Removes the release of a machine of the organization. Figure 10-7 Releases overview 300 Manual, 03/2017, A5E B-AB

301 Management 10.1 Organization management Creating and editing a release Machine data Machine ID Internal name Device class Company Location Prod. unit Status Settings Issue release to the known organization To the new organization Organization password Server ep satellite Authorization Shows the data and settings of the machine. Select in the dropdown list the existing known organizations for the releases of the machine. Enter an organization designation for release of the machine. Enter a password for the new organization. This selection is not activated in local operation! Activate the appropriate checkbox to specify with which role the user is automatically logged into the machine. The login is then made without the manual input of user name, password and organization. You can activate the following authorizations: Commissioning engineer Service engineer Machine operator Figure 10-8 Issuing a new release Siemens Automation Products Manual, 03/2017, A5E B-AB 301

302 Management 10.1 Organization management "Comment" tab Comment Enter a unique text for the machine. Figure 10-9 Creating a comment Create a machine as a copy In the "Management" > "Management of the organization" > "Machines" > "Copy the function settings to a new machine" tab you setup a new machine using the settings of an existing machine. You must edit the master data as for a new creation. of the function You can remove and add individual user configurations from (to) the copy list, see also Chapter: Copying function settings (Page 214). Source machine: Machine Shows the function settings of the source machine or the target machine. The selection of the user configurations to be copied is made on the source machine. The selected user configuration is shown yellow. Target machine: Machine + / - Click the plus/minus icon to list or hide the individual user configurations that belong to the configuration group. Moves the preselected user configurations from the source machine to the target machine. 302 Manual, 03/2017, A5E B-AB

303 Management 10.1 Organization management Resets the selection on the source machine of the user configurations to be copied. Copy only limit values Activate the checkbox to copy only the limit values of the time series. The configurations remain unchanged, because all limit values of the configurations selected for copying are copied. Copying limit values can also be used for 1:n copying. Shows the copy direction of the preselected user configurations from the source machine to the target machine. Shows the copy direction of the preselected user configurations from the target machine to the source machine. Shows the copying process to the target machine. Shows the overwriting of the user configuration on the target machine. Note: User configurations that are present on the target machine are overwritten by copying a configuration with the same name onto it. If the configuration of other configurations is required, SINUMERIK Integrate automatically selects the configuration for copying. If this configuration exists already on the target machine, it does not need to be copied. Example: The "OILING" control monitor maintenance job contains the action to output the "OILING" maintenance schedule. If the "OILING" maintenance schedule is not present on the target machine, the maintenance schedule must be copied so that the control monitor is able to function correctly. If the "OILING" maintenance schedule exists on the target machine, the maintenance schedule can also be copied with overwriting. - OR - If the existing "OILING" maintenance schedule is used, the maintenance schedule does not have to be copied. Button Copy Cancel Click "Copy" to start the copying process. The selected functions are copied to the target machine. Click "Cancel". You receive a prompt that you must confirm: Delete Click "Delete" to close the window without copying the function settings to the machine. Do not delete Click "Do not delete": The machine is retained but does not have any function settings. Cancel Click "Cancel" to close the window without deleting the newly created machine. Delete machine confirmation prompt Siemens Automation Products Manual, 03/2017, A5E B-AB 303

304 Management 10.1 Organization management Figure Copying function settings to a new machine Copy log Figure Copy log 304 Manual, 03/2017, A5E B-AB

305 Management 10.1 Organization management Editing the master data of a machine In the "Management" > "Management of the organization" > "Edit master data from..." tab you set up the machine with the following data and information: Store or edit the machine name and other information about the machine. Deactivate, activate or delete a machine. Release a machine for use by another organization (cooperation area), revoke a previously granted release, and reject an external machine released to your organization. Select the server software version of the machine. Remote access: Issue a release in order to always grant approval for using individual functions. This function is not possible in local operation! Duplicate the settings of the selected machine. The following tabs are available under "Own machine": Master data Settings Enables Comment The procedure is explained in Chapter: Create/edit machine (Page 295) Organizational data In the "Management" > "Management of the organization" > "Organizational data" tab you as administrator of an organization can view and change the stored organizational data. Specify the following: The release password with which another organization can release a machine to be accessed by you. Machine-related settings. of the function Organization password Software release Remote access via Access MyMachine/Ethernet - settings Machine-related settings Enter the password of the organization. Select the software version for SINUMERIK Integrate: Version 3 or 4 The server software version is modified centrally for the entire organization. s can be selected in local operation! When you click on the "question mark", you receive brief information about the individual setting. Siemens Automation Products Manual, 03/2017, A5E B-AB 305

306 Management 10.1 Organization management PLC performance index Disable new configurations Common start date notifications Response to changes in measuring series Behavior when opening Maintenance job notification prior to the due date Download files to the machine Enter the value to specify the PLC resource for SINUMERIK Integrate. Use the PLC performance index to control how much performance is used for the PLC triggers. Each of these triggers uses a certain number of performance points. The administrator individually defines the PLC performance index. The higher the value, the more functions are implemented with SINUMERIK Integrate. Default value: 50 Activate the checkbox to switch all online machines to "standby". Note: In "standby", the machine will continue to synchronize regularly and check whether any online requests are pending. Client jobs are neither started nor completed, and the job machine will not be restarted either due to changed scripts. When restarting, the machine will get the new boot script from the server, regardless of these settings. Thereafter, also the new scripts will be started. Activate the checkbox to always automatically start with the common maintenance start date when creating control monitors for maintenance jobs. Independent of this, you define participation in a common start date individually for each control monitor. Activate the checkbox to send the following supplementary information with the . Location Company Production unit Note: To identify a machine, only notifications include the machine ID of the owner. The released responsible service organization can use a different machine ID. Activate the checkbox to retain the "tested" status when prompted prior to resetting the contour monitoring. This allows an existing successful execution to be confirmed after a change relevant for the axis test so that a manual axis test does not have to be performed again. If the checkbox is not activated, after a change relevant for the axis test, a one-time manual execution of the axis test is required in order to be able to execute this automatically. Activate the checkbox to specify that the system for cloning the control monitors accepts their global status from the source machine at the time of copying. As standard, the control monitors are deactivated globally after the cloning. Enter how many days prior to a maintenance job becoming due it should be displayed. Activate the checkbox to download the files to the client. - AND / OR - Activate the checkbox to download the executable files to the client. Executable files are identified by their initial sequence: exe bat cmd reg - AND / OR - Activate the checkbox to download files without confirmation. The effect of settings on the machine is described in Chapter: Preparing data for download to the machine (Page 226) 306 Manual, 03/2017, A5E B-AB

307 Management 10.1 Organization management Button OK Cancel Click "OK" to confirm the settings of the organizational data. Click "Cancel" to close the window without accepting the settings. Figure Organizational data Download areas In the "Management" > "Management of the organization" > "Download areas" tab you reach the newly provided download areas for the usage statistics as well as the security patches for Microsoft Windows. Prerequisite The download area is provided only to the user with the name "administrator" (usage statistics) or users with the administrator role (security patches for Microsoft). of the function The download area provides the following tabs: Services Evaluations Security patches Siemens Automation Products Manual, 03/2017, A5E B-AB 307

308 Management 10.1 Organization management "Services" tab In the "Services" tab you return to SINUMERIK Integrate. "Evaluations" tab In the "Evaluations" tab you filter by criteria, number and interval for display of the activated usage statistics. The representation sequence of the reports is affected. "Security patches" tab In the "Security patches" tab you download the security patches provided for Microsoft after agreeing to the conditions of use. 308 Manual, 03/2017, A5E B-AB

309 Management 10.2 Personal settings 10.2 Personal settings Changing the password With the "Change password" function you change your own password in accordance with the specified guidelines. Figure Changing the password Data privacy guidelines You use the "Data privacy guidelines" function to acknowledge the valid data privacy guidelines of the local service provider before using SINUMERIK Integrate. You so confirm that person-related data is added to SINUMERIK Integrate only after previous consent and in accordance with the applicable data privacy guidelines. For more details, read the document that the function itself provides. The agreement to the data privacy guidelines can be revoked at any time. Note Data privacy guidelines You cannot access SINUMERIK Integrate without first agreeing to the current data privacy guidelines. Siemens Automation Products Manual, 03/2017, A5E B-AB 309

310 Management 10.2 Personal settings Figure Data privacy guidelines Reset filter and search settings You can use the "Reset filter and search settings" function to reset the settings to the system default settings. 310 Manual, 03/2017, A5E B-AB