SIMATIC. Process Control System PCS 7 Operator Station. Preface, Contents. The PCS 7 OS 1 Introduction to PCS 7 OS Configuration

Transcription

1 s SIMATIC Process Control System PCS 7 Operator Station Configuration Manual Preface, Contents The PCS 7 OS 1 Introduction to PCS 7 OS Configuration 2 Configuring the PCS 7 OS Data in the SIMATIC Manager 3 Configuring the OS Data in the PCS 7 OS 4 Setting User Permission 5 Creating Process Pictures - Basics 6 Creating Process Pictures - Advanced 7 Settings for the Alarm System 8 Archiving Options 9 Downloading a project and Changed Configuration 10 Time-of-Days Synchronization and Lifebeat 11 Process Pictures with Tags from Different OS Servers 12 Using Diagnostics Functions 13 Using Further Tools and Editors 14 Index Edition 07/2005 A5E

2 Safety Guidelines This manual contains notices intended to ensure personal safety, as well as to protect the products and connected equipment against damage. These notices are highlighted by the symbols shown below and graded according to severity by the following texts:!!! Danger indicates that death, severe personal injury or substantial property damage will result if proper precautions are not taken. Warning indicates that death, severe personal injury or substantial property damage can result if proper precautions are not taken. Caution indicates that minor personal injury can result if proper precautions are not taken. Caution indicates that property damage can result if proper precautions are not taken. Notice draws your attention to particularly important information on the product, handling the product, or to a particular part of the documentation. Qualified Personnel Only qualified personnel should be allowed to install and work on this equipment. Qualified persons are defined as persons who are authorized to commission, to ground and to tag circuits, equipment, and systems in accordance with established safety practices and standards. Correct Usage Note the following:! Warning This device and its components may only be used for the applications described in the catalog or the technical description, and only in connection with devices or components from other manufacturers which have been approved or recommended by Siemens. This product can only function correctly and safely if it is transported, stored, set up, and installed correctly, and operated and maintained as recommended. Trademarks SIMATIC, SIMATIC HMI and SIMATIC NET are registered trademarks of SIEMENS AG. Third parties using for their own purposes any other names in this document which refer to trademarks might infringe upon the rights of the trademark owners. Copyright Siemens AG 2005 All rights reserved The reproduction, transmission or use of this document or its contents is not permitted without express written authority. Offenders will be liable for damages. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. Siemens AG Bereich Automation and Drives Geschaeftsgebiet Industrial Automation Systems Postfach 4848, D Nuernberg Siemens Aktiengesellschaft Disclaimer of Liability We have checked the contents of this manual for agreement with the hardware and software described. Since deviations cannot be precluded entirely, we cannot guarantee full agreement. However, the data in this manual are reviewed regularly and any necessary corrections included in subsequent editions. Suggestions for improvement are welcomed. Siemens AG 2005 Technical data subject to change. A5E

3 Preface Purpose of the Manual This manual contains all the information on configuring the PCS 7 operator station, the operator control and monitoring system of PCS 7. This is simply known as the PCS 7 OS or OS. The manual serves both as an instruction manual and a reference manual. Basic Knowledge Requirements The PCS 7 OS configuration manual is a reference manual and a guide for persons involved in the following: Configuration of PCS 7 Commissioning and service of PCS 7 Special OS configuration The PCS 7 OS configuration manual is intended primarily for advanced users of SIMATIC PCS 7. Scope of Manual The OS Configuration Manual is valid for the software on the DVD "Process Control System PCS 7 Engineering Toolset V 6.1". Readme Refer to the Readme file for the latest information (that may be more up-to-date than the information in this manual): The Readme file can be found on the DVD "Process Control System PCS 7 Engineering Toolset V 6.1." You can also access the Readme file after you have installed PCS 7 using the Start > Simatic > Product Notes > English > PCS 7 Readme menu command. A5E iii

4 Preface Changes Compared with the Previous Version Below, you will find an overview of the most important changes in the documentation: Configuration of an additional text that is displayed in the window bar of faceplates in process mode Individual picture selection when using the "Generate block icons" function Specifying whether and how process values are archived using an attribute of the block I/Os New compilation mode "Area-oriented" Expansions in the WinCC project editor Freely configurable group display Interconnection of block icons with process tags using drag-and-drop Locking of messages and display of the "Out of service" status in the group display Specifying a certain order for signal tags Use of a central archive server Replacement of the "Download server data" function on the PCS 7 OS by the "Assign OS" function in the SIMATIC Manager. Use of the "Compile OSs changes" function in a single workstation system without exiting process mode Use of the "Start OS simulation" function Monitoring of time jumps when using SICLOCK TM or SICLOCK TS as the central system clock Use of diagnostics and maintenance functions Guide to Manual Configuration steps are described in the order that enables fast and efficient configuration of your system. The manual provides important background information and interrelationships for all of the configuration steps in order to clarify their significance and context in the overall system. Some of the configuration steps are mandatory, while others represent options that can be used to optimize your configuration. The summary tables at the outset of the manual indicate which configuration steps must be performed in every case and which can be performed for additional optimization. Procedures are uniformly described for all operating instructions using menu commands in the menu bar. For many of the functions, you also have the option of using commands in the shortcut menu for the individual objects. iv A5E

5 Preface Additional Documentation For some topics, the documentation below provides additional information beyond what is included in this configuration manual. WinCC online help: This provides additional support for some of the settings and configurations. WinCC Help can be accessed by doing one of the following: - Clicking "?" in the menu bar - Clicking the "Help" button in the dialog. Process Control System PCS 7, Runtime manual: This manual provides detailed information on operator control and monitoring during process operation. Manual Process Control System PCS 7; PC Configuration and Authorization This provides information about hardware and software requirements as well as the configuration options for a PCS 7 OS. Process Control System PCS 7 Engineering System configuration manual: This manual contains detailed information on working with the engineering system. A cross-reference is provided to the appropriate manual or online Help system in instances where they offer further information. Further Support If you have any technical questions, please get in touch with your Siemens representative or agent responsible. You will find your contact person at: You will find a guide to the technical documentation offered for the individual SIMATIC Products and Systems here at: The online catalog and order system is found under: Training Centers Siemens offers a number of training courses to familiarize you with the Process Control System PCS 7. Please contact your regional training center or our central training center in D Nuremberg, Germany for details: Telephone: +49 (911) Internet: A5E v

6 Preface Technical Support You can reach the Technical Support for all A&D products Via the Web formula for the Support Request Phone: Fax: Additional information about our Technical Support can be found on the Internet pages Service & Support on the Internet In addition to our documentation, we offer our Know-how online on the internet at: where you will find the following: The newsletter, which constantly provides you with up-to-date information on your products. The right documents via our Search function in Service & Support. A forum, where users and experts from all over the world exchange their experiences. Your local representative for Automation & Drives. Information on field service, repairs, spare parts and more under "Services". vi A5E

7 Contents 1 The PCS 7 OS PCS 7 OS Overview Main Editors for Configuring the PCS 7 OS Operator Stations and Project types in PCS Overview of Operator Stations in PCS Overview of Different Project Types in PCS Structure of a Single Workstation Project Structure of a Multiple Workstation Project Structure of a Redundant System Introduction to PCS 7 OS Configuration Configuration Steps Overview Configuration Steps in the SIMATIC Manager Configuration Steps in the WinCC Explorer Configuring the PCS 7 OS Data in the SIMATIC Manager Configuring the Hardware Hardware Configuration Overview Setting up the PC Stations Inserting and Configuring a PCS 7 OS How to Create a PCS 7 OS How to Set the Properties of the PCS 7 OS How to Specify a Target OS and a Standby OS Configuring the Communication Paths Configuring Network Connections for a PCS 7 OS How to Configure an OS Network Connection How to Check and Modify the Configuration Global and Specific Settings Global and Specific Settings Overview Global Setting Options Specific Setting Options Defining the Plant Designation How to Specify Settings for the Plant Designation Specifying the OS Area Identifier How to Specify the OS Area Identifier Effect of Picture Hierarchy on the Picture Tree Manager How to Define Adoption of the Picture Hierarchy How to Specify a Picture Name Updating an OS Area Identifier and Picture Name How to Transfer Changes to the Picture Tree Manager A5E vii

8 Contents 3.4 Further work with OS Configuration Work Overview Using the Process Object View in the OS Configuration Setting Up the AS-OS Assignment How to Make the AS-OS Assignment Inserting Pictures in the Plant Hierarchy How to Insert Pictures Function and Creation of Block Icons Sequence for Creating Block Icons How to Specify Creation of Block Icons How to Specify the Block Icon Type How to Create and Update Block Icons Changing Unit and Operator Texts Adapting the Unit and Operator Texts How to Edit the Texts in a Block Type How to Edit Texts of Block Instances Defining Archive Tags How to Select Tags for Archiving Configuring Messages How to Configure User-Specific Messages Using Block Comments Expanding the Event Text of a Message How to Add Block Comments How to Delete Additional Information from the Standard Event Text Specifying Message Priorities How to Specify the Message Number Range How to Specify a Message Priority Compiling the OS Data Compiling the OS Server Type of Data to be Compiled Properties of the Compilation Modes How to Set the Compilation Mode How to Compile Multiple Operator Stations How to Compile an Individual OS Configuring the OS Data in the PCS 7 OS Working with WinCC Explorer Editors in WinCC Explorer Properties of the OS Properties of the Operator Station Overview Setting the Project Properties How to Work in the Project Properties Dialog Setting the Computer Properties How to Work in the Computer Properties Dialog Working with the OS Project Editor OS Project Editor Overview Setting User Permission User Authorizations Overview User Permissions and PCS Setting User Permissions Using a Smart Card User Permissions in the Different Editors How to Set User Permissions viii A5E

9 Contents 6 Creating Process Pictures - Basics Process Pictures in the PCS 7 OS Graphics Designer Overview Features of the Graphics Designer Different Objects in the Graphics Designer Types of Dynamic Updating Tag Connection and Tag Selection Dialog Configuring and Storing Tags in WinCC Dynamic PCS 7 Standard Objects Dynamic User-Created Objects Configuration Steps for Dynamic Objects Overview Step 1 - How to Open a Picture in the Graphics Designer Step 2 - How to Insert a Dynamic Object Step 3 - How to Configure a Dynamic Object Step 4 - How to Specify the Object Properties Using Standard Objects in PCS Principal PCS 7 Standard Objects Overview Working with a Status Display Extended Status Display Overview How to Configure a Status Display Working with the Status Display (Extended) How to Determine the Bit Number from VSTATUS How to Prepare the Extended Status Display How to Insert an Extended Status Display How to Configure an Extended Status Display How to Make the Tag Connection Working with the Analog Display (Extended) How to Insert an Extended Analog Display How to Configure an Extended Analog Display How to Make the Tag Connection for the Analog Display Working with Input/Output Fields How to Configure an Input/Output Field Group Display Overview Displaying a Group Display during Process Mode Automatic Calculation of a Group Display Hierarchy Configuring a Group Display Connect Group Display to PCS 7 Tag Structure Connecting the Group Display to a Picture How to Insert a Group Display How to Configure a Group Display Connecting Group Displays to PCS 7 Tag Structure How to Connect a Group Display to a Picture How to Define the Type of Picture Selection A5E ix

10 Contents 7 Creating Process Pictures - Advanced Additional Options for Creating Process Pictures Overview Function and Use of Faceplates Using Faceplates Relationship between Faceplates and Block Icons Block Icons and the "@@PCS7Typicals.pdl" File Block Icons and the "@Template.pdl" File Display Types of Faceplates Editing Faceplates - Faceplate Designer Overview of Working with Block Icons and Faceplates Step 1 - How to Insert a Block Icon Step 2 - How to Connect a Block Icon with a Process Tag How to Connect Any Object to a Faceplate Displaying Alarm Messages Using a Message Window - Alarm Control How to Insert an Alarm Control Using and Creating User Objects Using and Creating User Objects Advantages of User Objects as Compared to Single Objects Configuration Steps for User Objects Overview Step 1 - How to Create a User Object Step 2 - How to Configure a User Object Step 3 - How to Assign Property Parameters Step 4 - How to File a User Object Step 5 - How to Insert a User Object Step 6 - How to Edit a User Object Working with User Object Templates Using and Creating User Object Templates Comparing User Objects and User Object Templates Properties in User Object Templates User Object Templates and the Graphic Object Update Wizard Wizards for Importing and Exporting Picture Objects Procedure for Importing and Exporting in the Graphic Object Update Wizard Wizard for Picture Object Updates Wizard to Modify a Tag Connection How to Create a User Object Template How to Work with the Graphic Object Update Wizard Using Picture Windows How to Use a Picture Window Using Cross-Reference Lists General Information - Cross-Reference Lists Using Cross-Reference Lists in PCS 7 OS Comparing Process Object View and Cross-Reference Lists Step 1 - How to Create a Cross-Reference List Step 2 - How to Switch to a Point of Application Step 3 - How to Make Corrections Using the Picture Tree Manager Function of the Picture Tree Manager Calculating the Group Display Hierarchy x A5E

11 Contents 8 Settings for the Alarm System Alarm System Overview Settings in the OS Project Editor Settings for the Alarm System in the OS Project Editor Settings in the Editor 'Alarm Logging' Relationship between Alarm Logging and PCS Using Message Lists during Process Operation Properties of Message Lists How to Define Properties for Message Lists Using and Configuring the Horn Function of the Horn Functioning of Signal Tags Acknowledging Signals Setting in the "Horn" Editor Settings in the "Message Assignment" Tab Settings in the "Signal Assignment" Tab How to Configure a Horn Archiving Options Archiving in PCS Editors for Archive Configuration Parameters for Archive Configuration How to Configure the Archives in Tag Logging How to Configure the Message Archive in Alarm Logging Additional Archives in Tag Logging Overview of an Archive Configuration Steps Step 1 - How to Create a New Archive Step 2 - How to Define Properties of an Archive Step 3 - How to Define Tag Properties Using a Central Archive Server Plant Configuration with Archive Server Long-term Archive on the Archive Server How to Configure an Archive Server Rules for Archive Configuration How to Make the Settings for the Message Configuration Displaying Process data with the StoragePlus Viewer Using the Report Designer Reports with the Report Designer Overview Layouts in the Report Designer Reports in the Report Designer Archive Values in Process Pictures Overview of Displaying Archive Values in Process Pictures Trend Display and Configuration during Runtime Working with Online Trend Control Function of Online Trend Control Tag Connection in Online Trend Control Configuration Steps for Online Trend Control Step 1 - How to Insert an Online Trend Control Step 2 - How to Define an Online Trend Control A5E xi

12 Contents 9.10 Working with the Function Trend Control Function of the Function Trend Control f(x) Tag Connection in Function Trend Control Configuration Steps for Function Trend Control Step 1 - How to Configure a Setpoint Trend Step 2 - How to Insert a Function Trend Control Step 3 - How to Define a Function Trend Control Downloading a project and Changed Configuration Meaning of Server Data Generating and Downloading Server Data How to Download Server Data Loading and Activating a Project Overview of a Project Download Requirements for Complete Download Background Information on Compiling and Performing a Complete Download How to Download Multiple Operator Stations How to Download a Single OS How to Activate a Project Downloading Changes Background Information on the "Download Changes" Function Overview of Changes Changes in Project - Plant View Changes in Project - Component View Changes in Charts Changes in Blocks and Block Instances Changes in WinCC Explorer Changes Requiring the OS To Be in STOP mode Simulating an OS How to Start Simulation Time-of-Days Synchronization and Lifebeat Monitoring Setting Time Synchronization Overview of Time Synchronization Operation with Local Standard Time and GMT How to Set the Time System Using the Different Buses Time Synchronization via Terminal Bus Time Synchronization via Plant Bus Options for Time Synchronization Time Synchronization via an External Clock How to Synchronize with an External Clock Time Synchronization via Domain Controllers How to Synchronize with a Domain Controller Redundancy in Time Synchronization Setting Lifebeat Monitoring Overview of Lifebeat Monitoring Display of Lifebeat Monitoring during Process Operation How to Configure Lifebeat Monitoring xii A5E

13 Contents 12 Process Pictures with Tags from Different OS Servers Interconnecting Tags of Different OS Servers Example Configuration for Tag Connection How to Configure Pictures with Tags of Different Servers Using Diagnostics Functions Using Diagnostic and Maintenance Functions Types of Maintenance Station Maintenance Station as Server or Client The Maintenance Station as MS Server The Maintenance Station as MS Client Various Plant Configurations Multiple Workstation System with MS Client on the ES Single Workstation System with Maintenance Station Meaning of the Module Drivers The Diagnostic Structure How to Create the Diagnostic Structure Meaning of the the Diagnostics Screens How the Diagnostics Screens Work Block Icons and the File Display in Process Mode How to Create Diagnostics Screens Using Diagnostic Functions with SIMATIC PDM How to Assign PDM to the Maintenance Station How to Activate the Diagnostics of Field Devices OPC, SNMP and Diagnostics How to Insert the OPC Server How to Assign SNMP Modules to the OPC Server Special Procedure for Using a CP 1613 as a Communication Card Changes in the Configuration What to Do after Making Changes in the Hardware Configuration Using Further Tools and Editors 14-1 Index 14.1 Function and Use of the Text Library Function of Text Library Relationship between "Compile OS" and Text Library How to Change the Unit and Operator Texts in the Foreign Languages Access to OS Clients via Internet/Intranet OS Web Server and Web Client Programming with Scripts Function of Global Script Global Script - Programming with C Script Global Script - Programming with VB Script Programming with VBA Overview of Additional Tools Additional Tools in PCS 7 OS Index-1 A5E xiii

14 Contents xiv A5E

15 1 The PCS 7 OS 1.1 PCS 7 OS Overview Plant Hierarchy Basis You specify the hierarchy of your plant in SIMATIC Manager. Important functions of the PCS 7 OS are based on this plant hierarchy as follows: During process operation, the plant hierarchy is shown in the overview area. From this area, the plant operator can quickly select other areas for display in the work area. You insert pictures appropriate to your plant configuration in the plant hierarchy. It is this hierarchy that is used as the basis for configuration of the OS. The picture and folder names you assign in the PH are automatically entered in the OS. This enables you to manage your process pictures transparently. The plants and plant sections from the plant hierarchy correspond to the OS areas of the PCS 7 OS. Process Pictures You are assisted in a variety of ways when creating process pictures: PCS 7 provides various operator-controllable and observable blocks for use in continuous function charts (CFC), for example, as well as preconfigured displays or so-called block icons. PCS 7 automatically inserts these block icons in the process pictures. PCS 7 provides so-called faceplates to enable the plant operator to conveniently visualize and control measuring points. In addition, the objects you insert in process pictures can be easily and directly interconnected with the inputs/outputs of blocks you used when creating continuous function charts (CFC), for example. PCS 7 wizards conveniently assist you in making objects dynamic in process pictures. A5E

16 The PCS 7 OS 1.2 Main Editors for Configuring the PCS 7 OS PCS 7 OS provides various editors that can be used to make settings for the OS. The editors you will use in the course of your configuration activities are briefly presented below: Graphics Designer In the Graphics Designer, you create process pictures that are displayed to the plant operator on the operator station and are used for process control. PCS 7 provides a function for use when creating process pictures that automatically inserts all block icons (clear, graphical representations of measuring points) in the process picture. In addition, you can insert other graphics objects and provide them with required dynamic responses. As a simple example, you can visualize the current status of a valve so that the plant operator sees immediately whether or not this valve is in "closed" or "open" state. Tag Logging The "Tag Logging" editor is an important tool for archiving measured values. In Tag Logging, you can change the parameters for the system archive automatically created by PCS 7. Is required, you can create various new archives individually and assign the process values you want to archive to them. This enables you to define an archive that is customized to your requirements. You have the option of displaying the values you archive in Tag Logging in process mode. Picture Tree Manager The Picture Tree Manager is used to reevaluate and update the hierarchy of the group displays. User Administrator The "User Administrator" editor assists you in creating higher-level user groups and individual users for which you can define certain authorizations. You specify these authorizations for the OS areas that have been specified in the plant hierarchy in SIMATIC Manager. Block List Editor The Block List editor displays all of the blocks that you inserted in continuous function charts (CFC) during ES configuration. You must have performed the "Compile OS" function for this. A special picture can be assigned to a block in the Block List editor. This enables the plant operator to go directly from the message list to this picture using the "Loop-in-Alarm" function. If you do not assign a special picture, the "Loop-in-Alarm" function automatically calls the associated faceplate. If you delete a block, for example in a CFC chart, this block including the assignment to a picture is automatically deleted from the block list when you run the "Compile OS" function. 1-2 A5E

17 The PCS 7 OS 1.3 Operator Stations and Project types in PCS Overview of Operator Stations in PCS 7 There are various types of operator station in PCS 7: OS servers OS clients Archive server OS Servers An OS server is connected to the PLCs and receives the process data. An OS server can only have operator control and monitoring functionality when a maximum of four OS clients access this OS server. By using more than one OS server, you have the option to distribute data to multiple servers. For example, for a large plant, you can store a plant section on each OS server. Advantages of distributed systems are: Good scalability Isolation of plant sections Higher availability as a result of good scalability and isolation of plant sections PCS 7 provides the option for an OS server to simultaneously access several other OS servers. An OS server can execute diagnostics and maintenance functions if it is configured as an MS server. OS Clients OS clients are used during process operation for operator control and monitoring. OS clients access the OS server data and display these data, enabling the process to be controlled. Data from more than one OS server can be shown in a process picture displayed on the OS client. OS clients provide the option of connecting up to four process monitors per client. This requires the use of multi-vga cards. An OS client can visualize diagnostics and maintenance functions if it is configured as an MS client. An OS client can also be configured as an OS Web server so that operator control and monitoring functions can be used over the Internet or an intranet. Archive Server An archive server is a separate computer that can archive process data and messages centrally. A5E

18 The PCS 7 OS Overview of Different Project Types in PCS 7 The different project types on a PCS 7 OS are: Single-user project Multi-user project Redundant project These project types are specified in SIMATIC Manager during hardware configuration in HW Config. You do not make any other settings for this in the PCS 7 OS. For additional information, refer to the Process Control System PCS 7, PC Configuration and Authorization manual Structure of a Single Workstation Project There is one OS for a single workstation project. Generally, the ES and the OS are operated on separate computers as a single OS station and attached to the plant bus over a communications processor (CP). In small plants, the ES and OS can be operated on one computer. The configuration is performed in the ES. If the ES and OS are not operated on one computer, the configuration data is downloaded from the ES to the OS when the configuration is completed. The project data is manipulated and stored on the OS Structure of a Multiple Workstation Project There is at least one OS server and more than one OS client in a multiple workstation project: An OS server can serve up to 32 OS clients. An OS client can access up to 12 servers that can be configured redundantly. Configuration and Data Storage In PCS 7, the configuration work is performed exclusively on the ES and then downloaded to the OS servers. All configuration data is managed centrally and stored in the PCS 7 project. Project data such as pictures, tags, and archives is stored on the OS server and provided to the OS clients. The OS server is attached to the plant bus and process is the process data. The process is controlled in process mode on the OS clients. 1-4 A5E

19 The PCS 7 OS Structure of a Redundant System In a redundant configuration, the OS server is configured redundantly. Each OS client can access a maximum of 12 redundant server pairs. If multi-vga cards are used on the OS clients, permitting multiple process monitors to be connected to each OS client, the number of clients per server pair is correspondingly less. Detailed information can be found in the following manuals: Process Control System PCS 7; PC Configuration and Authorization Process Control System PCS 7, Fault-Tolerant Process Control Systems Redundancy Principles During process operation, OS server pairs run completely parallel and independent of one another. If one of the OS servers in a server pair fails, an equivalent redundant OS server is always available. The OS servers monitor each other during runtime. Each OS server has its own process connection and it own data archive. Process data and messages from the automation systems is sent to both redundant OS servers where it is processed. Communication between the redundant OS servers is over the terminal bus. Failure and Return of an OS Server If an OS server fails, a process control system message is output, and the functioning server receives and archives the process values and messages of the automation systems. The OS clients are automatically switched from the failed OS server to the redundant server. After a brief failover time, all operator stations are again available. After return of the failed server, the archive is synchronized for the period of the failure. As a result, two fully functional servers are available again. The archive synchronization is implemented as a background function and runs parallel to process control and archiving. This ensures that operator control and monitoring of the plant is possible that all times. A5E

20 The PCS 7 OS 1-6 A5E

21 2 Introduction to PCS 7 OS Configuration 2.1 Configuration Steps Overview The operator station is configured in several steps. During configuration you make settings in the following areas of PCS 7: SIMATIC Manager WinCC Explorer The PCS 7 OS is completely configured in the engineering system so that all of the configuration data can be managed in one central location. Depending on the requirements of your project, some of the incremental configuration steps are mandatory, while others are optional. Refer to the tables to determine which configuration steps are required and which are optional. 2.2 Configuration Steps in the SIMATIC Manager The tables below provide you with an overview of the individual configuration steps required in the SIMATIC Manager. The overview tables also show the recommended sequence for the individual configuration steps. Detailed information is provided for each individual configuration step. Configuring Hardware and Connections Configuration Task Mandatory Optional Inserting and configuring a PCS 7 OS Configuration of network connections for a PCS 7 OS X X If additional operator stations are required. The PCS 7 Wizard automatically creates a PCS 7 OS. A5E

22 Introduction to PCS 7 OS Configuration Other Configuration Steps Relevant to the PCS 7 OS Configuration Task Mandatory Optional Inserting pictures in the plant hierarchy Making the AS-OS assignment Generating block icons Changing unit and operator texts Defining archive tags Configuring messages Entering block comments for additional information Defining the range of message numbers Defining message priorities Defining the plant designation Defining the OS area identifier Defining picture names and picture hierarchy Settings for updating: Updating AS-OS connections Updating OS the area identifier Setting the compilation mode Compiling the OS X X X X X X X Plant hierarchy X X X X If messages other than standard messages need to be defined X X Important for messages in the message line in the overview area X Operator control and monitoring attributes X If picture names other than the standard ones need to be defined X On Completion of All Configuration Tasks Configuration Task Mandatory Optional Downloading the OS X 2-2 A5E

23 Introduction to PCS 7 OS Configuration 2.3 Configuration Steps in the WinCC Explorer The table below provides you with an overview of the individual configuration steps required in the WinCC Explorer. The overview table also shows the recommended sequence for the individual configuration steps. Detailed information is available for each configuration step. Configuration Task Mandatory Optional Setting the object properties Setting the computer properties Definitions in the OS project editor Setting up user rights Visualizing a plant basic principles: Inserting dynamic objects Using a status display Using an extended status display Inserting an input/output field Engineering and configuring a group display Visualizing a plant advanced: Using faceplates and block icons that are not created automatically by PCS 7 Creating user objects Creating user object templates Using picture windows Using process object view and cross-reference lists Calculating the group display hierarchy Alarm system settings: Definitions in the project editor Setting in Alarm Logging Configuring message lists Configuring the horn signal Configuring archives and logs X X Use of required objects X X X X X If settings other than standard settings need to be defined X These options support you when you create process pictures X A5E

24 Introduction to PCS 7 OS Configuration Configuration Task Mandatory Optional Configuring an archive server Settings for: Time synchronization Lifebeat monitoring Setting up diagnostic functions Simulating the OS on the ES On the OS servers/os clients themselves after downloading the project: Activating the project X X X When you use the "Archive server" option X X 2-4 A5E

25 3 Configuring the PCS 7 OS Data in the SIMATIC Manager 3.1 Configuring the Hardware Hardware Configuration Overview The configuration of your system is mapped in the SIMATIC Manager and HW Config. You have the option of configuring different project types in the PCS 7 OS according to your system structure; in other words, you can configure systems with one or more OS servers or clients. Normally, you will work with a multi-user project; in other words, you will create several OS servers and OS clients. You will find information on project types in the PCS 7 OS in "PCS 7 OS > Project Types in PCS 7". You also have the option of configuring redundant operator stations. In this case, you specify both the target and standby OS as well as making the normal settings. Overview of Individual Steps during Hardware Configuration This overview shows you the recommended sequence of configuration steps and tells you the part of the program where the configuration tasks must be done: Where? SIMATIC Shell, Configuration Console "Configure PC Station" SIMATIC Manager HW Config SIMATIC Manager Action Set up the PC stations (network adapters) for the operator stations Inserting all the operator stations in the project as PC stations Inserting a WinCC application and hardware components belonging to the PCS 7 OS. Configuring properties of the PCS 7 OS Naming the OS Defining the target and standby OS Further Information You will find further information on setting up projects in the following manuals: Configuration manual Process Control System PCS 7; Engineering System Manual Process Control System PCS 7; Fault-tolerant Process Control Systems Manual Process Control System PCS 7; PC Configuration and Authorization A5E

26 Configuring the PCS 7 OS Data in the SIMATIC Manager Setting up the PC Stations The following setting must be made on all operator stations before a central engineering station (ES) can configure, load and test the operator stations in a PCS 7 project: Specification of the communication adapters for the communication via the terminal bus Set the access points and the operating mode for the communication cards These setting also have to be made on the central engineering station. Further Information Manual Process Control System PCS 7; PC Configuration and Authorization Inserting and Configuring a PCS 7 OS As a general principle, each PCS 7 OS is managed as a SIMATIC PC station in SIMATIC Manager. The following objects are included: WinCC application OS If you used the wizard to create a PCS 7 project, one PCS 7 OS is normally inserted. Additional operator stations must be inserted manually. Once you have created a PCS 7 OS, you must configure it in the SIMATIC Manager. This includes the definition of the target OS (and if you work with redundant operator stations the definition of the standby OS). The information on the path to the target OS specifies where the OS data will be downloaded to. 3-2 A5E

27 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Create a PCS 7 OS If you did not use the wizard to create a PCS 7 OS when you created the project, you can use the following procedure to create OS servers, OS clients, and redundant operator stations. 1. Open SIMATIC Manager and activate the component view. 2. In the tree structure, select the project in which you want to insert an OS. 3. Select the Insert > Station > SIMATIC PC Station menu command. A PC station is now inserted. Notice If you want to create an OS, you must first insert a SIMATIC PC station. Once this is done, you can continue with the configuration. Setting Up the Hardware Configuration 1. Select the "PC station" object in the tree structure and double-click the "Configuration" object in the detail view. HW Config is displayed. 2. If the hardware catalog is not visible, select the View > Catalog menu command. This displays the hardware catalog. 3. Insert the required hardware components: - Underneath the "SIMATIC PC Station > CP Industrial Ethernet" entry, select the communications processor contained in the PC station and move it to the PC station using a drag and drop operation. - If you are using a standard network card, select the "IE General" processor. The "Properties Ethernet Interface" dialog is displayed, and the "Parameter" tab is active. A5E

28 Configuring the PCS 7 OS Data in the SIMATIC Manager 4. Enter the following settings for the IP address of the CP: - Set the required address on the bus for the network adapter (CP). - If the network adapter is connected to the terminal bus activate the "IP protocol is being used" option. - If the network adapter is connected to the plant bus activate the "Set MAC address / Use ISO protocol" option. - For a network adapter connected on the plant bus via BCE, set the name in the "General tab" and in the "Keep Alive for Sending Connections" area of the "Options" tab set the "Interval" to "30". Notice You must use the ISO protocol for all operator stations that communicate with redundant automation systems. Note that the same protocol must always be used for all network modules connected to a plant bus. Avoid using TCP/IP and the ISO protocol at the same time in a system since this impairs performance. Note If you are using the "ISO" protocol, set the MAC address. If you use the "TCP/IP" protocol, set the TCP/IP address. 5. Select the subnet in the "Subnet" group: - If you have not yet set up a subnet, click on the "New" button and define new network. - If you have already set up a subnet, select the required network in the "Subnet" group. 6. Click "OK" to save your input. The CP is now inserted in the PC station. 3-4 A5E

29 Configuring the PCS 7 OS Data in the SIMATIC Manager 7. Under SIMATIC PC Station > HMI in the hardware catalog, select the required WinCC application and drag it into the configuration table: - WinCC application (for example for OS server or single station) - WinCC application (stby) (for redundant OS server) - WinCC application client (for OS client) - WinCC application CAS (for central archive server) A5E

30 Configuring the PCS 7 OS Data in the SIMATIC Manager 8. Select the Station > Save menu command. - This saves your settings. - An OS is automatically created in the background, which is then displayed in the SIMATIC Manager. You can make additional configuration settings for this OS in the WinCC Explorer. Type of OS OS server Display in the SIMATIC Manager OS client Redundant OS Archive server 9. Repeat steps 1 to 7 to insert additional operator stations. 3-6 A5E

31 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Set the Properties of the PCS 7 OS You can make the following settings for the PC station and the PCS 7 OS: Name of PC station Name of OS Proceed as follows 1. Open SIMATIC Manager and activate the component view. 2. In the tree structure, select the object you want to name: - PC station - OS 3. Select the Edit > Object Properties menu command. The "General" tab of the "Properties SIMATIC PC Station" dialog is displayed. 4. Make the following settings: - Enter the required name in the "Name" field. Take care to assign brief, self-explanatory names that reference the function of the PC station in the overall system. - Fill in the "Author" field, if desired. - Fill in the "Comment" field, if desired. 5. Click "OK" to save your inputs. The name of the PC station or the OS is now updated in the tree structure, and all other specifications are saved. A5E

32 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Specify a Target OS and a Standby OS The settings you make in the "Properties SIMATIC PC Station" dialog depend on whether you have a single OS or a redundant OS: If Then You have a single OS You must specify the target OS You have a redundant OS You must specify the target OS as the master OS You must also specify the standby OS Requirements The following requirements must be met for you to make settings for the target OS and standby OS: All of the required operator stations must be created in SIMATIC Manager. Network connections must be configured for all target and standby operator stations using basic Windows functions. How To Make Settings for a Target OS 1. Open SIMATIC Manager and activate the component view. 2. In the tree structure, select which OS you want to define as a target OS. 3. Select the Edit > Object Properties menu command. The "Properties [Name of the OS]" dialog box opens. 4. Select the "Target OS and Standby OS" tab. 5. Click "Browse" next to the "Path to target OS computer" and enter the path to the *.mcp file of the target OS. The target OS computer is the computer where the project is to run. The mcp file is generated automatically when you create the OS. Notice Enter the path to the target OS without a preceding drive letter: \\[Name of Server]\[Directory Name]\...\ 6. If you have a redundant OS, you select which OS is to be used as a standby OS from the "Standby OS" drop-down list. All of the standby operator stations that you have created in SIMATIC Manager are displayed in this drop-down list. 7. If you want to create archive tags with the associated system archive automatically, select the "Create/update archive tags" check box". 3-8 A5E

33 Configuring the PCS 7 OS Data in the SIMATIC Manager 8. If you use a central archive server in your project and want to transfer data to the archive server, select the "Transfer to central archive server" check box. Note You can only select this check box if you have included a central archive server in your project. For more detailed information on archiving and the archive server, refer to "Archiving Options > Using a Central Archive Server > Using an Archive Server". 9. Click "OK" to save your inputs. This implements your settings for the target OS. Notice If you create a redundant operator station, you must also perform the settings described above for the associated standby OS. How To Make Settings for a Standby OS 1. In the tree structure, select which OS is to be used as a standby OS. 2. Repeat steps 3 to 7 from the "Settings for the Target OS." Note Make the settings for the standby OS exactly the reverse of those for the target OS. 3. Click "OK" to save your inputs. This implements your settings for the standby OS. A5E

34 Configuring the PCS 7 OS Data in the SIMATIC Manager 3.2 Configuring the Communication Paths Configuring Network Connections for a PCS 7 OS The communications connections for PC stations are configured in NetPro. All operator stations must have already been created in SIMATIC Manager. You must configure the following connections: OS AS ES AS When you configure connections, always start with the OS to avoid configuration errors How to Configure an OS Network Connection Requirement All of the operator stations and PLCs have been inserted in the SIMATIC Manager, and the associated CPs have been inserted and configured in HW Config. Opening NetPro 1. Open SIMATIC Manager and activate the component view. 2. Select the Options > Configure Network menu command. NetPro is opened, and all of the SIMATIC stations you have inserted are displayed. OS AS Connection 1. Select the WinCC application on the OS for which you want to configure a network connection. The connection table is displayed in the lower pane of the window. 2. Place the cursor in the first blank row of the connection table, and select the Insert > New Connection menu command. The "Insert New Connection" dialog is displayed. 3. In the tree structure, select the CPU containing the data to be displayed on the OS as the connection partner A5E

35 Configuring the PCS 7 OS Data in the SIMATIC Manager 4. Select the required connection from the "Connection" drop-down list: If You want to establish a connection to a "plain" station You want to establish a connection to an H station Then Select S7 connection Select fault-tolerant S7 connection 5. Select the "Display Properties Before Inserting" check box, if desired. This gives you the opportunity to make settings or changes to the connection. 6. Click "OK." 7. Enter the name for the connection in the "Local ID" column. This name is symbolic and is called "named connection". 8. Repeat steps 1 to 7 for all other operator stations. ES AS Connection You must configure this connection to allow you to test the entire functionality of your configuration from the ES. 1. Select the ES for which you want to configure a network connection. The connection table is displayed in the lower pane of the window. 2. Place the cursor in the first blank row of the connection table, and select the Insert > New Connection menu command. The "Insert New Connection" dialog is displayed. 3. In the tree structure, select the CPU as the connection partner. The associated data are displayed in the lower part of the dialog. 4. Select the required connection from the "Connection" drop-down list. 5. Click "OK" to save your inputs. The dialog is closed. 6. Enter the name for the connection in the "Local ID" column. This name is symbolic and is called "named connection". Notice Make sure that the symbolic names OS AS and ES AS are identical. Only then can you simulate the OS on the ES on completion of the engineering and test all the functions. 7. Repeat steps 1 to 6 for all remaining PLCs. A5E

36 Configuring the PCS 7 OS Data in the SIMATIC Manager Downloading Stations 1. Select the required stations. 2. Select the PLC > Download to Current Project > Selected Stations menu command. The online Help system (accessed by clicking "Help") contains additional information on this dialog How to Check and Modify the Configuration Checking the Configuration 1. Open SIMATIC Manager and activate the component view. 2. In the tree structure, select the required SIMATIC PC station. 3. Select the Edit > Open Object menu command. HW Config is displayed. 4. In the Start menu, double-click the icon below to open the Component Configurator. 5. Check that the list entries are the same in HW Config and the Component Configurator. Make any necessary corrections. Modifying the Configuration 1. If you are not using a SIMATIC CP for the input/output to the plant bus (Industrial Ethernet), use the following procedure: - In HW Config, select the network module for the input/output to the plant bus. - Select the Edit > Object Properties menu command. - Select the "Options" tab. - In the "Keep Alive for Sending Connections" area, set the intervals per second to "30". 2. Select the Start > Simatic > SIMATIC NET > Settings > Set PC Station menu command. The "Set PC Station" dialog is displayed. 3. In the tree structure underneath "Modules," select the module you would like to use to establish a connection to the plant bus. 4. In the tree structure, select the "General" area and set the operating mode to "Configured operation." Parameters are now assigned to the CP. 5. Click "Apply." 3-12 A5E

37 Configuring the PCS 7 OS Data in the SIMATIC Manager 6. In the tree structure underneath "Access points," select "S7ONLINE." 7. Select the Procedure > Properties menu command. 8. Set the "Assigned interface parameter assignment" to "PC internal (local)." 9. Click "OK" to confirm your entries. A5E

38 Configuring the PCS 7 OS Data in the SIMATIC Manager 3.3 Global and Specific Settings Global and Specific Settings Overview In addition to the hardware configuration, settings required to configure the PCS 7 OS must also be made in SIMATIC Manager. These settings are made in two places: Global settings: These settings are made in the "Plant Hierarchy Settings" dialog. These settings apply to the entire project. Specific settings: These settings are made in the "Properties Hierarchy Folder" dialog, "Control and Monitoring Attributes" tab. The settings apply only to the selected hierarchy folder. Both options are presented in the description of the various settings Global Setting Options Global settings apply to the entire project. These settings are used to specify certain automatic functions so that PCS 7 automatically assigns plant designations, OS area identifiers, and picture names. Options for Settings The following settings can be made: Plant designation, or higher-level item designation (HID) Use the "Included in HID" setting to specify that the HID is automatically formed from the names of the hierarchy folders. OS area identifier Use the "OS Area" setting to define the selected level as the OS area and to accept it in the area identifier. An OS area must be defined for area-specific reporting in process mode. Base picture hierarchy on plant hierarchy This transfers the picture hierarchy from the plant view to the Picture Tree Manager of the PCS 7 OS. Use the "Options > Plant Hierarchy > Settings" command to open the dialog box where the settings are made. The online Help system (accessed by clicking "Help") contains additional information on this dialog box A5E

39 Configuring the PCS 7 OS Data in the SIMATIC Manager Specific Setting Options The specific settings made in the "Control and Monitoring Attributes" tab of the object properties are important for process control by the plant operator. You can use these attributes to modify the global settings for individual hierarchy folders, in particular. These settings are made in the plant view of SIMATIC Manager. Options for Settings Settings for control and monitoring attributes can be used to influence the following: Plant designation, or higher-level item designation (HID) OS area identifier Picture names Use the "Edit > Object Properties" command to open the dialog where the settings are made. The online Help system (accessed by clicking "Help") contains additional information on this dialog box. A5E

40 Configuring the PCS 7 OS Data in the SIMATIC Manager Defining the Plant Designation The plant designation, or higher level item designation (HID), is used to provide unique identifiers for parts of the plant according to their function. The HID has a hierarchical structure corresponding to the plant configuration. The HID is important when you create a tag connection for dynamic objects in the Graphics Designer of WinCC Explorer, since the HID is part of the tag name. Global Setting It is possible for the names of hierarchy folders to be automatically accepted in the HID. As a result, the HID consists of the names of the various hierarchy folders, for example: "[NameofHierarchyFolderLayer1]\[NameofHierarchyFolderLayer2]" You can influence which hierarchy level in the SIMATIC Manager will be included in the HID as well as the number of characters in each section. Specifications made in the plant hierarchy are applied to the object properties for control and monitoring attributes. Note To ensure that designations are consistent over the entire project, take care to use a suitable designation for the hierarchy folder in the plant view during ES configuration. Make sure that the number of characters in the hierarchy folder name does not exceed the number of characters specified for the HID. Names that have more characters than the specified number are only partially displayed in the HID. Specific Setting "Control and Monitoring Attributes" In the object properties of the "Control and Monitoring Attributes" tab, you specify whether the name of a particular hierarchy folder is to be inserted in the HID or removed. The hierarchy levels defined in the plant hierarchy as "Included in HID" are always taken into account when the HID is created A5E

41 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Specify Settings for the Plant Designation You have two options for setting the plant designation, or higher level item designation (HID): Global setting Specific setting Control and monitoring attributes Global Setting 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder that displays the plant. 3. Select the Options > Plant Hierarchy > Settings menu command. 4. In the "Number of Hierarchy Levels" input box, enter the number of hierarchy levels in your project. 5. Enter a numerical value in the text box in the "Max. No. of Characters" column. This value determines the length of the hierarchy folder name. If you want a large number of hierarchy levels in your project and you want to include a large number in the higher level designation, you set use fewer characters as the maximum number so that the project remains clear to work with. 6. In the "Included in HID" column, select the check boxes for the levels that are to be included in the HID. 7. If you wish to separate the names of individual levels from one another within the HID, select the required check boxes in the "With Separators" column. The "Preview" field shows you the general structure of the HID. 8. Click "OK" to save your inputs. Specific Setting "Control and Monitoring Attributes" 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder for which you want to make a specific setting. 3. Select the Edit > Properties menu command, and switch to the "Control and Monitoring Attributes" tab. 4. Make the setting for the "Name of hierarchy folder is part of the HID" check box: If The hierarchy folder is not to be a component of the HID The hierarchy folder is to be a component of the HID Then Clear the check box Select the check box 5. Click "OK" to save your inputs. Based on your setting, the name of the hierarchy folder is either removed from the HID or added to the HID. A5E

42 Configuring the PCS 7 OS Data in the SIMATIC Manager Specifying the OS Area Identifier The OS areas are derived from the plant structure you have created in the SIMATIC Manager: a unit in the SIMATIC Manager corresponds to an OS area. An area identifier can be defined for these areas. The default setting for the area identifier corresponds to the name of the hierarchy folder in the plant hierarchy. Defining the area identifier has the following effects: Process mode The plant operator can select particular areas and view the associated process pictures. Only messages relating to the area currently selected are displayed. The messages are output in the message row in the "Area" column. Configuration During configuration in the ES, the areas are displayed in the object properties of a hierarchy folder in the "Control and Monitoring Attributes" tab. Compile OS When the OS is compiled, these OS areas are placed in the "Area" user text block in Alarm Logging. In addition, the OS areas are entered in the Picture Tree Manager. User authorizations In a large plant, plant operators are assigned different areas so that in process mode, they can view and operate only those areas for which they are authorized. Even when the message list is opened, messages are displayed for only those areas for which they are authorized. This ensures a higher level of operator security. Global Setting The global setting is used to specify the hierarchy level that will count as the OS area. According to this specification, the name of the hierarchy folder that belongs to this level is automatically entered in the lower-level hierarchy folders as the OS area identifier. Note When the OS is compiled, the OS areas are transferred to the Picture Tree Manager. The hierarchy levels are always displayed in the Picture Tree Manager starting with the hierarchy level that was defined as the OS area. Specific Setting "Control and Monitoring Attributes" The OS area identifier can be modified for the individual hierarchy folders. This requires that the hierarchy folder be located in the level that was specified as the OS area. The OS area identifier that is being modified is forwarded to all lowerlevel hierarchy folders, OS pictures, OS reports, and messages A5E

43 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Specify the OS Area Identifier Settings for the OS area identifier are made in two places: Global setting Specific setting "Control and Monitoring Attributes" Global Setting 1. Open SIMATIC Manager, and select the plant view. 2. Select the Options > Plant Hierarchy > Settings menu command. 3. In the "OS Area" column, select the Level option that is used as the OS area. 4. Click "OK" to save your inputs. Specific Setting "Control and Monitoring Attributes" 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder for which you want to make a specific setting. 3. Select the Edit > Object Properties menu command, and switch to the "Control and Monitoring Attributes" tab. 4. Enter the new name in the "OS area identifier" field. 5. Click "OK" to save your inputs. The OS area identifier applies to all lower-level objects in the hierarchy. Notice If you manually assign a different name for the OS area identifier and have confirmed the entry by clicking "OK," PCS 7 automatically selects the "No modification when renaming the hierarchy folder" check box. As a result, the OS area identifier is not overwritten when the hierarchy folder is renamed. A5E

44 Configuring the PCS 7 OS Data in the SIMATIC Manager Effect of Picture Hierarchy on the Picture Tree Manager According to your plant configuration, pictures are inserted in the plant hierarchy in order to display the process to the plant operator. You can insert one picture per hierarchy folder. Inserting pictures in the plant hierarchy results in a picture hierarchy that serves as an important aspect when managing process pictures. Once the OS is compiled, the Picture Tree Manager has the same hierarchy as the plant hierarchy. Plant View and Picture Hierarchy in the Picture Tree Manager In the plant hierarchy, you specify whether the pictures you inserted in the plant view are to be automatically transferred to the Picture Tree Manager. If you have selected this setting, the OS area identifier in the Picture Tree Manager is automatically updated each time a hierarchy folder is renamed in the plant hierarchy. Notice The display of the hierarchy levels in the Picture Tree Manager starts at the hierarchy level that was defined as the OS area. The Picture Tree Manager shows only those hierarchy folders in which a picture has been stored. Control and Monitoring Attributes and Picture Names The plant operator sees the picture names in runtime in the picture hierarchy of the OS. You can assign separate picture names for individual hierarchy folders that are then transferred to the Picture Tree Manager when you compile the OS. The default setting for the picture names corresponds to the name of the hierarchy folder. You only have to make settings if you want to assign a name other than the default setting A5E

45 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Define Adoption of the Picture Hierarchy 1. Open SIMATIC Manager, and select the plant view. 2. Select the Options > Plant Hierarchy > Settings menu command. 3. Select the "Derive picture hierarchy from the plant hierarchy" check box. This transfers the picture hierarchy from the plant hierarchy to the Picture Tree Manager when the "Compile OS" function is executed. 4. Click "OK" to save your inputs. Notice If you have selected this option and then modify the picture hierarchy directly in the Picture Tree Manager, the changes are overwritten when the OS is recompiled How to Specify a Picture Name Requirement The "Base picture hierarchy on plant hierarchy" check box must be selected in the plant hierarchy settings. Otherwise, the fields are not active. Proceed as follows 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder for which you want to assign your own picture name. Note You can only change picture names for those hierarchy folders below the hierarchy level defined as the OS area in the plant hierarchy. 3. Select the Edit > Object Properties menu command, and switch to the "Control and Monitoring Attributes" tab. The name of the selected hierarchy folder is entered as the default name. A5E

46 Configuring the PCS 7 OS Data in the SIMATIC Manager 4. Enter your choice of name in the "Picture name for OS" field. Notice Do not use special language characters in picture names. 5. If you want to change the order of the pictures, click "Order." The online Help system (accessed by clicking "Help") contains additional information on this dialog. 6. Click "OK" to save your inputs. Notice If you have manually assigned a picture name and saved it by clicking "OK," the system automatically selects the "No modification when renaming the hierarchy folder" check box. As a result, the name is not overwritten when the hierarchy folder is renamed A5E

47 Configuring the PCS 7 OS Data in the SIMATIC Manager Updating an OS Area Identifier and Picture Name If you change an OS area identifier or rename a picture in the plant view, the area identifier or the picture name automatically changes in the OS when the "Compile OS" function is executed. Rules for Maintaining Configuration Data Consistency Adhere to the following rules to ensure a consistent configuration: Always base the picture hierarchy for the OS (Picture Tree Manager) on the plant hierarchy. Do not make any changes directly in the "Picture Tree Manager" editor, for example do not insert additional hierarchy levels or containers, or rename pictures there. Notice Inconsistencies may arise in your project if the OS area identifiers or picture names differ in the plant hierarchy (SIMATIC Manager) and the Picture Tree Manager (WinCC Explorer). The area-specific display of messages or process mode authorizations for OS servers, OS clients and Web clients may no longer function as a result. Settings for Configuration Data Consistency The following settings should be made to ensure consistency in the configuration data: Settings in the plant hierarchy: activate the "Derive picture hierarchy from the plant hierarchy" check box. In the object properties of the hierarchy folder: activate the "No modifications when renaming the hierarchy folder" check box. Note about efficient engineering When the OS area identifier and pictures name remain unchanged, you can activate the "No modifications when renaming the hierarchy folder" option. This will save you from having to continually deriving the picture hierarchy from the plant hierarchy each time you compile an OS. Notice Be aware that you have to deactivate the "No modifications when renaming the hierarchy folder" option if you have made changes to the plant hierarchy in order to prevent inconsistencies (see above). A5E

48 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Transfer Changes to the Picture Tree Manager If you are certain that you wish to automatically transfer changes made in the plant hierarchy to the Picture Tree Manager, make the following settings: 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder for which you want to make a specific setting. 3. Select the Edit > Object Properties menu command, and switch to the "Control and Monitoring Attributes" tab. 4. Deactivate the "No modifications when renaming the hierarchy folder" option. 5. Click "OK" to save your inputs A5E

49 Configuring the PCS 7 OS Data in the SIMATIC Manager 3.4 Further work with OS Configuration Work Overview You must perform the following preparatory work: Set the AS-OS assignment Inserting pictures in the plant hierarchy Specify the option for creating block icons Enter multilingual unit and operator texts for faceplates Adapt the unit and operator texts Configure messages Using the Process Object View in the OS Configuration The process object view is a view in the SIMATIC Manager that provides various details about measuring points in your project. Many of the settings that you can make for the individual objects in the object properties for block instances or pictures can be made more efficiently for several objects in the process object view. Detailed information on the process object view can be found in the configuration manual Process Control System PCS 7; Engineering System. You open the process object view in the SIMATIC Manager using the "View > Process Object View" menu command. For the PCS 7 OS, you need the "Picture Objects" tab to display picture assignments and interconnections Setting Up the AS-OS Assignment The AS-OS assignment of a hierarchy folder in the plant view of SIMATIC Manager results in the following in the component view: All continuous function charts (CFC) and sequential function charts (SFC) inserted in the plant view are placed in the chart folder of the assigned AS. All pictures and reports inserted in the plant view are placed in the folder of the assigned OS. A5E

50 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Make the AS-OS Assignment 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder for which you want to make the AS-OS assignment. 3. Select the Edit > Object Properties menu command and switch to the "AS-OS Assignment" tab. 4. From the "Assigned AS" drop-down list, select the S7 program that you want to assign to the selected hierarchy folder. 5. If the lower-level objects have another assignment but you prefer all lower-level objects to have the same assignment, select the "Pass on selected assignment to lower-level objects" check box. Note The "Pass on selected assignment to all lower-level objects" check box is only active if the lower-level objects have another assignment or no assignment. 6. Make the OS assignment: 7. From the "Assigned OS" drop-down list, select the operator station you want to assign to the selected hierarchy folder. Note You can make this assignment only for the hierarchy folder you defined as OS area in the settings for the plant hierarchy. If you select a higher hierarchy level, the drop-down list box is not active. This results in the display of the "Pass on Selected Assignment to the Lower-level Objects" check box that is checked as default and that you cannot change since all OS-relevant objects of an area must have the same OS assignment. 8. Click "OK" to save your inputs. The PLC-OS assignment is accepted, and the lower-level objects are passed on or not passed on according to your setting Inserting Pictures in the Plant Hierarchy To enable the plant operators to easily control and monitor the process on the PCS 7 OS, you can display the plant or a plant section using pictures. These pictures are inserted in the plant hierarchy in order to produce a unique hierarchical assignment. At the same time, the pictures in the component view are assigned to the appropriate OS. When pictures are inserted, you must bear in mind that only one picture per hierarchy folder can be inserted. The Graphics Designer, an editor in the WinCC Explorer, must be used to configure the pictures and make them dynamic A5E

51 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Insert Pictures Requirement Before you insert a picture, you must assign the appropriate hierarchy folder to an OS. Proceed as follows 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder where you want to insert a picture. 3. Select the Insert > Technological Objects > Picture menu command. If An OS is already assigned to the hierarchy folder An OS has not yet been assigned to the hierarchy folder and your project has more than one operator station An OS has not yet been assigned to the hierarchy folder and your project has only one operator station Then The picture is inserted A message dialog is displayed from which you can directly assign the OS The picture is inserted and the hierarchy folder is automatically assigned to the existing OS. 4. In the detail view, select the picture and then select the Edit > Rename menu command. 5. Enter a name (as brief and unique as possible) and confirm by pressing the Enter key. The picture name is accepted. Notice Make sure that the picture names do not start with two underscores. If you want to use a Web client to control and monitor the process, the Web client cannot identify the various OS servers uniquely. A5E

52 Configuring the PCS 7 OS Data in the SIMATIC Manager Function and Creation of Block Icons Symbols referred to as block icons are used for operator control and monitoring of plants or plant sections in process mode. Block icons are used for block instances and SFC instances that can be controlled and monitored by the operator from CFC charts. For each process picture, you must specify whether block icons are to be created and placed in this process picture. For example, you can view the process value (PV), setpoint (SP), and manipulated variable (OUT) for a closed-loop controller in the block icon. The block icon for a closed-loop controller is displayed in a process picture as follows: Block Icons in the Multiproject The "Create/Update Block Icons" function also works well for multiprojects. When this function is executed, block icons are created for all process pictures in the multiproject for which automatic block icon creation is defined. If block icons are created in a multiproject, the plant hierarchy and the individual folder names in all projects of the multiproject must be identical, since the plant hierarchy does not overlap the multiproject. Block Icons and Faceplates The "Create/update block icons" function automatically places the preassembled block icons in the selected process pictures and makes them dynamic. This function can be used to update block icons following changes to continuous function charts (CFC). Starting from a block icon in a process picture, the plant operator can open the associated faceplate in process mode, which provides additional details and enables operator control of the block. For additional information, refer to "Creating Process Pictures Advanced > Relationship between Faceplates and Block Icons" A5E

53 Configuring the PCS 7 OS Data in the SIMATIC Manager Multiple Block Icons for One Block Some blocks require different block icon versions, for example, a valve can have a block icon in both the vertical and horizontal mounted position. You specify which icon is to be created in your process picture using a parameter that you input in the object properties of the block instance. This parameter is the "Type" attribute of the block icon. To determine the value of the "type" attribute, look in the file "@@PCS7Typicals" or "@PCS7Typicals": You can find the "type" attribute under the "general" properties of the object properties for the block icon. This entry (for example, "@valve/2") is assigned as the parameter in the block instance. Information on this file can be found in "Creating Process Pictures Advanced Block Icons File". A5E

54 Configuring the PCS 7 OS Data in the SIMATIC Manager Sequence for Creating Block Icons The following actions are performed to create block icons: The "Create/update block icons" function identifies all of the pictures for which automatic creation of block icons is planned. The "Create/Update Block Icons" function finds all the CFC charts stored in the hierarchy levels that you specified when you started the function. Notice If the function does not locate any continuous function charts (CFC) or blocks, all of the block icons are deleted from those pictures set for automatic creation of block icons. The charts are searched for blocks with the attribute "S7_m_c:=true", that is, blocks intended for operator control and monitoring. The data for creating block icons is obtained from the blocks listed above and saved in a temporary file. This data is used to place the block icons in the associated pictures and make them dynamic; in other words they are linked to the associated tags of the block instance so that their current values are always displayed in process mode How to Specify Creation of Block Icons There are two ways of specifying the automatic generation of block icons for process pictures: In the object properties of the relevant process picture In the process object view Requirements You have created a CFC chart and inserted a picture in a hierarchy folder in the SIMATIC Manager. How to Make the Setting in the Object Properties of the Picture Open SIMATIC Manager, and select the plant view. 2. In the detail view, select the picture for which the PCS 7 is to automatically create block icons. 3. Select the Edit > Object Properties menu command, and switch to the "Block Icons" tab. 4. Select the "Base block icons on the plant hierarchy" check box. 5. Click "OK" to save your inputs. 6. Repeat steps 2 to 5 for all pictures where you want block icons to be created automatically A5E

55 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Make the Setting in the Process Object View Open the process object view. 2. Select the project folder in the tree structure or the hierarchy folder with the pictures for which you want make the settings for creating block icons. 3. Select the "General" tab. 4. Click on the "Type" column header. This sorts all the objects and all the pictures one under the other. 5. Go to the "Block icons" column. 6. Select the check box for each of the pictures for which you want to create block icons. 7. Close the process object view. Actual creation of block icons is described in "How To Create and Update Block Icons" How to Specify the Block Icon Type 1. Open the continuous function chart (CFC) in SIMATIC Manager. 2. Select the block for which you want to specify the block icon, and select the Edit > Object Properties menu command. The "Properties Block" dialog is displayed, and the "General" tab is active. 3. In the "Special Object Properties" area, enter the value of the "type" attribute in the "Block Icon" box, for example, "2" or (for self-defined block icons) "[name of the icon]", so that the required block icon version is created. Note This attribute is located in the "@@PCS7Typicals.pdl" file. Enter the value without a slash in front. For information on this attribute, refer to "Creating Process Pictures Advanced Block Icons PCS7 Typicals File". 4. Click "OK" to save your inputs. Note If you want to modify the type of block icon for a large number of block instances, you can do this quickly and efficiently in the process object view. Select the "Picture Objects" tab and enter the value of the "type" attribute in the "Block icon" column How to Create and Update Block Icons Block icons are created in two ways: A5E

56 Configuring the PCS 7 OS Data in the SIMATIC Manager By using the "Create/update block icons" function When using the function "Compile OS": In the fourth step of the wizard you can enable the "Create/update block icons" option. Block icons are normally created using the "Create/update block icons" function. This method is described below: 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure of the project or multiproject, select the hierarchy folder containing the pictures for which you want block icons to be created. 3. Select the Options > Plant Hierarchy > Create/Update Block Icons menu command. The "Create/Update Block Icons" dialog is displayed. All of the pictures in the hierarchy folder and lower-level hierarchy folders for which you selected the "Create block icons" option in the object properties are displayed. As default, all pictures are selected for the creation of block icons. 4. Uncheck the boxes of the pictures for which you do not want block icons to be created. 5. In the "Lower hierarchy levels included" drop-down list, select the number of lower-level hierarchy levels you want to be taken into account when the block icons are created. 6. Click "OK" to execute the function. All of the block icons are placed in the corresponding process pictures. Note Once the block icons have been created/updated, compile the operator station so that the required tags are created in the PCS 7 OS. This is necessary to ensure that tag assignments in the process pictures of the PCS 7 OS are automatically corrected in the event that blocks or charts are changed or renamed A5E

57 Configuring the PCS 7 OS Data in the SIMATIC Manager Changing Unit and Operator Texts Faceplates, which display items such as measured values, operating limits, and unit and operator texts of the blocks, are used to display the process to the plant operator in process mode. The texts are specified in the block types used for a continuous function chart (CFC). For detailed information on faceplates, refer to "Creating Process Pictures Advanced > Using Faceplates". Special Features for Unit and Operator Texts Unit and operator texts exist in only one language in the block types. English is the standard language. For this reason, in process mode, the unit and operator texts are only displayed in the language that is stored for the block types in SIMATIC Manager, irrespective of the current language selection. Unit and Operator Texts for Block Types The unit and operator texts are stored in the object properties of the block types. In order to view the standard texts, you must open the object properties of the block from a continuous function chart (CFC) and switch to the "Inputs/Outputs" tab. This tab contains the following columns: "Unit" and "Identifier" These texts are used for displaying analog inputs/outputs. "Text 0" and "Text 1" These texts are used for displaying the status of binary inputs/outputs. A5E

58 Configuring the PCS 7 OS Data in the SIMATIC Manager Adapting the Unit and Operator Texts If you require unit and operator texts in multiple languages, you must adapt the specified texts for the block types and/or block instances and enter the translations in the "Text Library" editor of WinCC Explorer. The following actions require a different procedure: Adapting texts for a block type Adapting texts for block instances Requirement All required languages must be installed. Adapting Texts for a Block Type Adapting texts for a block type offers a major advantage in that you only have to adapt the unit and operator texts once for the block type in the project library. Then, you can create block instances in continuous function charts (CFC) from the block types in the project library. You do not have to adapt each individual instance. Caution Be sure to create a separate project library. Copy all of the block types to be adapted to this project library. Always make changes to the unit and operator texts for a block type at the start of configuration. If you have already created continuous function charts (CFC) in the project, changes to unit and operator texts must be made in the individual block instances. Adapting Texts for Block Instances If you have already created block instances in your project, you have to edit these as an additional step. Block instances can be conveniently edited in the process object view A5E

59 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Edit the Texts in a Block Type Notice Make sure you place the block type in your project library before modifying the unit and operator texts. Do not adapt block types if you have already created block instances. Overview of Steps Step A B Action Preparation Change unit and operator texts in the "LAD/STL/FBD" editor Step A Preparation Since the "LAD/STL/FBD" editor does not show which inputs/outputs are provided with unit and operator texts, you must perform the following preparations: 1. Open SIMATIC Manager, and select any view. 2. Create a continuous function chart (CFC) this chart is used only as an aid and has nothing to do with the actual project. 3. Drag the block for which you want to change the unit and operator texts to this chart. 4. Select the Edit > Object Properties menu command, and switch to the "Inputs/Outputs" tab. 5. Make a note of all of the inputs/outputs that have an entry in the "Identifier," "Text 0," and "Text 1" columns. Next you must edit these inputs/outputs in the "LAD/STL/FBD" editor. A5E

60 Configuring the PCS 7 OS Data in the SIMATIC Manager Step B Changing Unit and Operator Texts in the "LAD/STL/FBD" Editor 1. Open SIMATIC Manager, and select any view. 2. Select the Options > Display Language menu command, specify the required display language as the standard language, and click "OK" to confirm the settings. Caution Remember that each time you execute the "Compile OS" function, the "Display Language" is reset to the language you specified in Step Open the project library, and select the "[Name of project library]/s 7 program/blocks" folder in the tree structure. 4. In the detail view, select the required block. 5. Select the Edit > Open Object menu command. The "LAD/STL/FBD" editor is displayed for you to enter the unit and operator texts for the inputs/outputs. 6. Select the required input/output in the tree structure or the detail view. This will be one of the inputs/outputs that you noted previously. 7. In the shortcut menu, select Object Properties. The "Tag Properties" dialog is displayed. 8. Switch to the "Attributes" tab. 9. Change the values for the following attributes: If You want to change analog unit and operator texts You want to change binary unit and operator texts Then Select the S7_unit attribute Select the S7_shortcut attribute Select the S7_string_0 attribute Select the S7_string_1 attribute 10. Click "OK" to save your inputs. 11. Repeat steps 6 to 9 to change additional unit and operator texts. 12. Close the "LAD/STL/FBD" editor. This changes the block type so that the modified unit and operator texts are automatically included whenever you take this block type from the library A5E

61 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Edit Texts of Block Instances Requirement In the properties of the block instance, the required I/Os must be selected in the "Parameter" column so that they are visible in the process object view. Proceed as follows 1. Open the SIMATIC Manager, and select the "Process Object View". 2. Switch to the "Parameters" tab. The data are updated. 3. In the "Filter by column" drop-down list, select the "Block type" entry. 4. Input the name of the block type, for example, "meas_mon", in the "Filter text" field. The data are filtered according to the selected filter criteria. 5. Depending on the type of text, select the required column and change the unit and operator texts. This changes the texts in the object properties of the block instances. A5E

62 Configuring the PCS 7 OS Data in the SIMATIC Manager Defining Archive Tags You decide whether or not a process value is archived using an attribute of the block I/Os. This is possible only if the block I/O can be controlled and operated by the operator. You can select how it is archived in the list box. You can make the following settings: "No archiving" the data is not archived. This is the default setting. "Archiving" the data is archived on the OS server. If process values are displayed in a trend, PCS 7 displays the data located locally on the OS server. "Long-term archiving" this type of archiving is relevant only if you use a central archive server in your system. Initially, the data is archived locally on the OS server in the same way as with the "Archiving" setting. The data is then archived on the archive server and subsequently stored in a long-term archive from where it can be transferred to external data media, for example, external server or DVD. If process values are displayed in a trend, PCS 7 first accesses the data located locally on the OS server. If data needs to be displayed that is no longer available locally on the OS server, PCS 7 automatically accesses the values from the archive server. For more detailed information on archiving and archive servers, refer to "Archiving Options > Archiving in PCS 7". Defining Process Values Relevant for Archiving You can specify how the values are archived at two different points: Process object view, "Parameters" tab in the "Archive" column You can make the setting quickly and effectively in the process object view. Remember that in the process object view, you can only access variables intended for display in the process object view. For more detailed information on the process object view, refer to the configuration manual Process Control System PCS 7, Engineering System. CFC Editor, object properties of the block, "Inputs/Outputs" tab 3-38 A5E

63 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Select Tags for Archiving Requirement The project is open in the SIMATIC Manager Selecting in the Process Object View 1. Select the View > Process Object View menu command. 2. Select the folder containing the required CFC charts in the tree structure. Various corresponding data is then displayed in the detailed window. 3. Select the "Parameter" tab. The data are updated. 4. Go to the "Archive" column. All archive-relevant block I/Os have the value "No archiving" entered as default. You cannot make any entries in the input boxes of any other block I/Os. 5. Click on the input box of the required block I/O. This activates the list box. 6. Select the parameter you require from the list: - "No archiving" the data is not archived - "Archiving" the data is archived on the OS server - "Long-term archiving" this option only significant if you use a central archive server in your system configuration Initially, the data is archived locally on the OS server in the same way as with the "Archiving" setting. The data is then archived on the archive server and subsequently stored in a long-term archive from where it can be transferred to external data media, for example, external server or DVD. 7. Make this setting for all I/Os you want to archive. A5E

64 Configuring the PCS 7 OS Data in the SIMATIC Manager Selecting in the Object Properties of the Block 1. Change to the plant view. 2. Open the CFC chart containing the archive-relevant block I/Os. 3. Select the required block and select the Edit > Object Properties menu command. The "Properties Block" dialog is displayed. 4. Change to the "Inputs/Outputs" tab. 5. Go to the "Archive" column. All block I/Os defined as OCM capable have the value "No archiving" entered as default. 6. Click on the input box of the required block I/O. This activates the list box. 7. Select the parameter you require from the list. You will find the information on the individual parameters in the description above "Selecting in the Process Object View" in step Make this setting for all I/Os you want to archive. 9. Click "OK." 10. Repeat steps 2 to 9 for all of blocks for which you want to archive process values A5E

65 Configuring the PCS 7 OS Data in the SIMATIC Manager Configuring Messages Messages are important for process control by the plant operator. The process can be monitored and evaluated using messages. Message texts and message classes are preset for block types. Examples of messages include "Actual value too high," "External error," and "Overdosage." Messages are configured during ES configuration as part of creating continuous function charts (CFC). If you use a block with message characteristics in the CFC, for example, the "Dose [FB63]" block, certain message texts are preset with the associated message class and type per the default setting. The AS sends these messages when the corresponding event occurs. You have the option of adapting the message texts and attributes for your own requirements. If You want to change an individual block instance in a CFC You want to modify a block type in order to create the instances of the block type Then Configure the messages directly in the block instance in a CFC Change the block type directly Notice Create a separate project library at the start of configuration. Change the messages for a block type only at the start of configuration. If you have already created continuous function charts (CFC) in the project, changes to messages must be made in the individual block instances. A5E

66 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Configure User-Specific Messages 1. Open SIMATIC Manager, and select the plant view. 2. Select the Options > Display Language menu command, and select the required standard language. 3. Perform the steps below according to whether you want to change a block instance or a block type: Notice If you have already created continuous function charts (CFC), changes to messages must be made in the individual block instances. If You want to change an individual block instance Then: 1. In the tree structure, select the hierarchy folder where the required CFC is stored. 2. In the detail view, select the CFC and doubleclick to open it. 3. In the CFC, select the block for which you want to change the message attributes or texts. Alternatively, you can implement the message texts in the block instances in the process object view. You want to change a block in a project library 1. Open your project library. 1. In the tree structure, select the "[Name of project library]/s7 Program/Blocks" folder. 2. In the detail view, select the required block. 4. Select the Edit > Special Object Properties > Messages menu command. The "PCS 7 Message Configuration" dialog is opened, and the messages preset for this block are displayed in table format. 5. Modify the preset message text in the "Event" column. 6. If you want the message to be acknowledged by the user, select the check box in the "Single Acknowledgement" column for the relevant message A5E

67 Configuring the PCS 7 OS Data in the SIMATIC Manager 7. Save your selections: If have changed a single block instance, you have changed a block in a project library, then click the following button: "Save" "OK" Note If you want to change the message text into other installed languages, you must change the "Display Language" and enter the messages in the respective language. Repeat steps 2 to 8, selecting a different standard language in Step 2. The online Help system (accessed by clicking "Help") contains additional information on this dialog box Using Block Comments You can use block comments if you want to extend an explanatory text that is displayed along with the higher level designation (HID). You cannot influence the HID because it is formed automatically from the names of the various hierarchy folders. You can specify the explanatory text yourself. You do this with the block comment that you can assign for individual I/Os of a block instance. The HID and the explanatory text are important in process mode in two situations: In a message here the block comment is displayed as additional information in the expansion of the event text. In a faceplate here the window bar displays the block comment and the title bar displays the higher level designation A5E

68 Configuring the PCS 7 OS Data in the SIMATIC Manager Expanding the Event Text of a Message In process mode, a message includes the following information: Date Time Priority Origin Event :27: Plant1/RMT1/CFC_FC111/MEAS_MON Too high Based on this standard message, the plant operator cannot immediately identify which property is "too high". PCS 7 provides an option to add additional information to the event text, such as Reactor level," ": using block comments. You can enter the extended test individually for each block instance in a continuous function chart (CFC). Function of Extended Event Text The extended event text is controlled using the following two factors: So-called keyword Block comments Each block has a standard defined event text. The event text is prefixed to the key work in PCS 7: "$$BlockComment$$". If this keyword is present, the entry is read out in the "Comments" text box and displayed along with the event text in the message in process mode How to Add Block Comments 1. In SIMATIC Manager, open the continuous function chart (CFC) containing the block instances to be adapted. 2. Select the required block and select the Edit > Object Properties menu command. The "Properties Block" dialog is displayed. 3. Enter the explanatory text in the "Comment" input box that you want to be displayed in addition to the event text or in the window bar of the faceplate. Note To ensure that the event text in the message is displayed fully in process mode, enter a maximum of 16 characters for the block comment. 4. Click "OK" to confirm your entries. Note If you want to modify the block comments for a large number of block instances, you can do so quickly and conveniently in the process object view. Select the "Parameters" or "Messages" tab, and enter the explanatory text in the "Block Comments" column A5E

69 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Delete Additional Information from the Standard Event Text If you do not require additional information for the event text and furthermore want to avoid displaying the standard text, make this setting once for all block types. Notice Always enter the block type in your project library before adapting it. Do not adapt block types if you have already created block instances. How to do it Open SIMATIC Manager. 2. Select the File > Open menu command. 3. Switch to the "Libraries" tab, select your project library, and click "OK." The project library is displayed. 4. Select the block type you want to adapt, and select the Edit > Special Object Properties > Message. menu command. The "PCS 7 Message Configuration" dialog is displayed. 5. For all message texts in which additional text is not to be displayed, delete the "$$BlockComment$$" in the "Event" column. 6. Click "OK" to confirm your entries. 7. Repeat steps 4 to 6 for all of the block types for which you want to make this setting. A5E

70 Configuring the PCS 7 OS Data in the SIMATIC Manager Specifying Message Priorities Every message has a defined priority. The priority is used to ensure that the message line in the overview area always displays the message that meets the following criteria: Not yet acknowledged Highest priority In this way, important messages are never overwritten by unimportant messages. The plant operator can switch from the message line directly to the process picture where the interrupt is pending. By default, the latest message is always the first message displayed in the message list. You have the option to modify this setting in WinCC Explorer. For example, you can specify "Priority" as the sort criterion for a message list. This allows the plant operator to sort message lists in process mode according to priority in ascending or descending order. You must specify the message priority separately for each individual message in the block type or block instance. A total of 16 priorities are available, The following applies: 16 is the highest priority, 0 is the lowest. If no priority is explicitly specified, the default setting is 0. Note Message priorities cannot be specified unless you have defined a "CPU-wide unique" message number range A5E

71 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Specify the Message Number Range 1. Open SIMATIC Manager, and switch to the component view. 2. In the tree structure, select the following folder: "[Name of Project]/[Name of CPU]/S7- Program/Blocks" 3. Select the Edit > Special Object Properties > Message Numbers... menu command. The "Set message range" is displayed. 4. Select the required option: Option "Always assign unique CPU-wide message numbers" "Always assign unique project-wide" message numbers Meaning You must select this setting if you want to specify message priorities for block types and instances. This is the default setting. You cannot specify message priorities with this option. Notice Within a multiproject, remember that the setting for the message number range must always be made uniformly. 5. Click "OK" to confirm your input. This resets the message number range for the entire project. A5E

72 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Specify a Message Priority Message Priority for a Block Type Notice Create a separate project library at the start of configuration. Then create the message priority in a block type before continuing the configuration. 1. Open SIMATIC Manager, and open your project library. 2. Select the Special Object Properties > Message... menu command The PCS 7 Message Configuration dialog is displayed. 3. Switch to the "Priority" column, and position the cursor in the row containing the message you want to change. 4. Select the required priority from the drop-down list. 5. Repeat steps 3 and 4 to specify a priority for additional messages. 6. Click "OK." This stores your settings. Message Priority for a Block Instance 1. Open SIMATIC Manager, and select the plant view. 2. In the tree structure, select the hierarchy folder where the required CFC is stored. 3. In the detail view, select the CFC and double-click to open it. 4. In the CFC, select the block for which you want to change the message attributes or texts. 5. Select the Edit > Special Object Properties > Messages menu command. The "PCS 7 Message Configuration" dialog is opened, and the preset values for this block are displayed in table format. 6. In the "Priority" column, change the priority setting for all required messages. 7. Click "Save" to save your inputs. This accepts the priorities for this block instance. Note If you want to change the message priority for a large number of block instances, open the process object view and select the "Messages" tab. Make all the required priority changes in the "Priority" A5E

73 Configuring the PCS 7 OS Data in the SIMATIC Manager 3.5 Compiling the OS Data Compiling the OS Server You must execute the "Compile Multiple OSs" function when you have configured all of the data in SIMATIC Manager and are starting to configure the OS data in WinCC Explorer. All of the data from SIMATIC Manager, such as tags, messages, and texts as well as the hardware and connection configuration must be "made known" to the OS. Depending on your requirements, PCS 7 offers three options for calling this function: If You want to compile an individual OS specifically Then Select the OS in the component view of SIMATIC Manager, and select the Compile command in the context menu You want to compile more than one OS You want to compile and download more than one OS Select the required project in the component view of the SIMATIC Manager and select the "Options > Wizard 'Compile Multiple OSs'" > Start..." menu command. Select the multiproject or the project in the component view of the SIMATIC Manager and select the "PLC > Compile and Download Objects" menu command. In the "Compile and Download Objects" dialog, you can select the check boxes for the required operator stations, make the compilation settings, and start the compile and download operation. Notice If you are working within a multiproject, make sure to bring together all projects of the multiproject again before a complete compile operation. In addition, make sure that the names of the S7 programs of the multiproject are unique from all others in the multiproject. A5E

74 Configuring the PCS 7 OS Data in the SIMATIC Manager Type of Data to be Compiled During compilation, the following information is made known to the OS: Assignment of S7 programs to operator stations. This assignment is made in the "Compile OS" wizard. Areas defined in SIMATIC Manager. These areas are important for proper assignment of messages in process mode, for the picture hierarchy, and for assignment of user authorizations. Group display hierarchy Tags, messages, and texts that arise or are configured during creation of continuous function charts (CFC). These objects must be compiled in order for you to access them during OS configuration. Archive tags that were selected as archive-relevant in the properties of the block I/Os. Structure types created through the use of certain block types in continuous function charts (CFC) Sequential function charts (SFC) displayed for process mode. This enables the plant operator to monitor the process displayed in the form of sequential function charts (SFC) in process mode. Structure for storing process pictures in the plant hierarchy, which is shown in the form of the Picture Tree in WinCC Block icons created from the block types of a continuous function chart (CFC) Network connection parameters from NetPro Note Since not all of the characters in the ES configuration data are permitted to be included in a tag name in the OS, illegal characters are converted by replacing them with "$". The following characters are converted: [ ] [. ] [ % ] [ \ ] [ * ] [? ] [ : ] [ space ] 3-50 A5E

75 Configuring the PCS 7 OS Data in the SIMATIC Manager Properties of the Compilation Modes You can compile the operator stations in two different modes. The settings you can make in the second step of the "Compile Multiple OSs" wizard depend on this setting. The following modes are available: Area-oriented with this setting, you assign an OS area of the PH to an OS server. This is the default setting for projects created as of PCS 7 Version 6.1. The advantage of this setting is that PCS 7 checks which data is relevant to the OS server. Only this data is transferred. PLC-oriented with this setting, you assign an S7 program to an OS server; in other words, you define which OS accesses data of which automation system. In this compilation mode, all the data of an automation system is assigned to an OS server. This is the default setting for all projects created with a PCS 7 Version prior to V6.1. You must set the translation mode separately for each project of a multiproject How to Set the Compilation Mode 1. Open the SIMATIC Manager and select any view, component, plant or process view. 2. Select a PCS 7 project in the tree structure. 3. Select the Options > Wizard: 'Compile Multiple OSs' > Compilation Mode menu command. The "Compilation Mode" dialog is displayed. 4. Select the required option: If you want to make the following assignment when compiling the OS: OS area of the PH to an OS server One or more S7 programs to an OS server activate the option button "Area-oriented" "PLC-oriented" Notice After changing the compilation mode, a full compilation is necessary. 5. Click "OK." The "Compile Multiple OSs" wizard then makes the corresponding option available. A5E

76 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Compile Multiple Operator Stations 1. Open the SIMATIC Manager and select any view, component, plant or process view. Notice If the unit and operator texts of the block types in the project library have been changed, make sure that your standard language is set as the "Display Language." 2. Select a project in the tree structure. 3. Select the Options > Wizard: 'Compile Multiple OSs' > Start... menu command This opens a wizard that guides you step-by-step through the compilation process. 4. In the "Introduction" step of the wizard, click "Next >". The next step of the wizard opens. 5. Specify which data will be assigned to which OS servers and which operator stations access which automation systems. Follow the steps below, depending on the compilation mode: If you have selected the following compilation mode: "Area-oriented"...do the following: 1. In the step "Which areas do you want to assign to which operator stations?", click in a field in the "OS assignment" column and in the list box, select the OS you want to assign to the area. 2. Click "Next >". The next step of the wizard opens. 3. In the step "Select the network connections for the S7 programs associated with the areas", select the S7 program for which you want to specify the network connections and click the "connection" button. The "Select Network Connection" dialog box opens. 4. Select the required network connection and click "OK." 5. Follow the same procedure for all other S7 programs. 6. Click "Next >" A5E

77 Configuring the PCS 7 OS Data in the SIMATIC Manager If you have selected the following compilation mode: "PLC-oriented"...do the following: 1. In the step "Which programs do you want to assign to which operator stations?", select the S7 program on the left and the OS on the right. Click the arrow button to assign the S7 program to the selected OS. The OS servers require the S7 programs of all PLCs that you receive process data from. If you work in a multiproject, and the OS servers access automation systems of other projects, you must also assign S7 programs from other projects of the multiproject. 2. Click "Next >". The next step "Which operator stations do you want to compile and with which S7 programs?" opens and all check boxes are selected as default. 3. If necessary, uncheck the boxes of operator stations or S7 programs you do not want to include in the compilation. 4. If you want to assign a different network connection to the S7 program, select the required S7 program on the right-hand side and click on the "Connection" button. The "Select Network Connection" dialog box opens. 5. Select the required network connection and click "OK." 6. Click "Next >". 6. In the "Select the data you want to compile and the scope of the compilation" step, select the data you to compile. - If you want SFC charts to be displayed in process mode, you must select the "SFC Visualization" check box. - If you want process values to be stored in archives, select the "Archive tags" check box. Note You can only activate this check box if you have selected the "Create/update archive tags" option in the object properties of the OS server. - You also specify the scope of the compilation data: "Entire OS" or "Changes only". For the first compile operation, you must always compile the entire OS. Following changes, you can select the "Changes only" option. 7. In the "Check the selected options" step, check the settings you made in the previous steps. If necessary, use the "Back" button to switch to a prior step and make changes. 8. Click the "Compile" button. This compiles the OS data. A5E

78 Configuring the PCS 7 OS Data in the SIMATIC Manager How to Compile an Individual OS 1. Open SIMATIC Manager and activate the component view. Notice If unit and operator texts for the block types were changed in the project library, make sure you have selected the correct "Display Language" setting. 2. In the tree structure, select which OS you want to compile. 3. Open the shortcut menu, and select Compile. The "Compile OS" Wizard is displayed and guides you step-by-step through the compilation process. This wizard is the same one that is displayed using the "Options > OS > Compile" function. 4. Continue as described starting with Step 2 in "Configuring PCS 7 OS Data in the SIMATIC Manager > Compiling OS Data > How to Compile Multiple Operator Stations" A5E

79 4 Configuring the OS Data in the PCS 7 OS 4.1 Working with WinCC Explorer Opening WinCC Explorer The PCS 7 OS is configured in WinCC Explorer. The WinCC Explorer can be opened as follows: Open the component view of SIMATIC Manager, select the required OS in the tree structure, and select the Edit > Open Object menu command. WinCC Explorer and PCS 7 Caution Avoid making any modifications in WinCC involving the plant structure created in SIMATIC Manager. SIMATIC Manager is the sole program for creating and maintaining the plant structure. Otherwise, data may be overwritten or data may not be updated when the "Compile OS" function is executed. Additional Help in WinCC Explorer Detailed information on the various editors available in WinCC Explorer can be found in WinCC Help. This online Help system can be accessed from WinCC Explorer and from each individual editor. A5E

80 Configuring the OS Data in the PCS 7 OS 4.2 Editors in WinCC Explorer Various editors are available in the PCS 7 OS. The editors can be opened as follows: In the navigation window, select the required editor and select the "Open" command in the context menu. Double-click on the required editor Use of Editors in WinCC Explorer in the PCS 7 Environment Various editors are available in WinCC Explorer. Some of the editors are used intensively for OS configuration, while others are irrelevant in the PCS 7 environment. This is due to the fact that data already specified through the ES configuration does not have to be manually configured. For example, the Graphics Designer is used frequently, while the Text Library is used only in exceptional cases. 4-2 A5E

81 Configuring the OS Data in the PCS 7 OS 4.3 Properties of the OS Properties of the Operator Station Overview Specific properties must be set for each individual PCS 7 OS. These settings are made in two dialogs: Project Properties These settings apply to the overall OS project. Computer Properties These settings apply to the OS opened from SIMATIC Manager Setting the Project Properties Comprehensive project settings are made in the project properties: Update cycle Use this setting to control how often a dynamic display is updated during process mode, for example, a fill level display. The dialog lists all of the available standard update cycles. If your project requires other specific update cycles, you can define them here. If a display is inserted in the Graphics Designer, you can assign an update cycle to the display. Shortcut keys, or hot keys You can specify shortcut keys for the following three functions that are used by plant operators during process mode: "Logon," "Logoff," and "Print." Open the "Project Properties" dialog by selecting the project in the left window pane and selecting the "Edit > Properties" menu command How to Work in the Project Properties Dialog 1. In the navigation window in WinCC Explorer, select the "OS [Name of OS in SIMATIC Manager]" object and select the Edit > Properties menu command. The "Project Properties" dialog is displayed, and the "General" tab is active. 2. Apply the settings in the "General" tab. 3. Change to the "Update Cycles" tab, and select an update cycle from the list. 4. Switch to the "Hot Keys" tab, and select an action in the "Actions" list. 5. Click in the "Previously assigned to" field. Using the keyboard, enter the keystroke combination that is to be used to execute this action during process mode. The new shortcut key is indicated. 6. Click "Assign" to confirm the shortcut key. 7. Click "OK" to save all inputs in the dialog. For detailed information, refer to WinCC Help. A5E

82 Configuring the OS Data in the PCS 7 OS Setting the Computer Properties Computer properties are used to define specific properties for a PCS 7 OS that are important for process mode. Computer property settings are made in various tabs. The settings depend on the status of the project: In the configuration phase, you select different settings here than for process mode. Name of OS "General" Tab You do not have to make any settings in the "General" tab. The type and name of the computer are automatically entered. The name of the computer corresponds to the name of the ES computer where you performed the configuration and is identical to this computer's name on the network. The name is stored under "System Properties" in the Windows Control Panel. This name is automatically replaced with the name of the target computer when the project is downloaded to the target computer. Starting Applications "Startup" Tab Use the "Startup" tab to activate the applications required during process mode that are to be automatically started when the OS is started. As a general rule, you do not have to make any settings in the "Startup" tab, because these settings are made automatically in the PCS 7 environment. To limit the load on the computer to the amount required, you should activate only those applications that are actually required for process mode. For example, if you use Tag Logging during process control, you must activate this application. Likewise, the "Graphics Runtime" application can be deactivated for an OS server that does not have the operator control and monitoring function. For detailed information, refer to WinCC Help. Language Setting and Shortcut Keys "Parameters" Tab Use the "Parameters" tab to block certain commonly used Windows shortcut keys to prevent operators from starting additional software applications during process mode that could adversely affect performance of the PCS 7 OS. Different settings are made in this tab for the configuration phase than for actual use: If You are still in the configuration phase The project is in actual use Then Do not make any settings in this tab Block all Windows shortcut keys that the plant operator must not use. Do not make this setting unless the configuration is complete. For detailed information, refer to WinCC Help. 4-4 A5E

83 Configuring the OS Data in the PCS 7 OS Settings for Windows and Keys in the Process "Graphics Runtime" Tab Use the "Graphics Runtime" tab to specify all applicable settings for the display during process mode. As a general rule, you do not have to make any settings in this tab. Additional settings for the display can be made in the OS Project Editor. For example, you can activate the "Maximize" and "Minimize" window attributes, provided you are in test mode. This allows you to quickly change from the runtime display to other applications in test mode. Notice Always deactivate these settings when the project goes into actual use. Settings for Process Mode "Runtime" Tab You specify settings for process mode in the "Runtime" tab: If you use VB scripts: Settings for a VBS debugger in runtime Definition of a cache for process pictures Appearance of cursor for defined plant operator actions How to Work in the Computer Properties Dialog 1. In the navigation window in WinCC Explorer, select the "Computer" object and select the Edit > Properties menu command. The "Computer List Properties" dialog is displayed. In the PCS 7 environment, the only computer shown is the one you selected in SIMATIC Manager when you opened WinCC Explorer. 2. Select the computer and click "Properties." The "Computer Properties" dialog is displayed, and the "General" tab is active. 3. If you want to change the default settings, switch to the appropriate tab and enter your settings. Note As a general rule, you do not have to make any changes in the "General" and "Startup" tabs. 4. Click "OK" to save your inputs. For detailed information, refer to WinCC Help. A5E

84 Configuring the OS Data in the PCS 7 OS 4.4 Working with the OS Project Editor OS Project Editor Overview Settings for the user interface used by the plant operator for monitoring and controlling the plant during process mode are made in the OS Project Editor. The data you created in SIMATIC Manager are automatically entered following execution of the "Compile OS" function. If you require specific settings in process mode, you can modify the default settings and use them efficiently for a different OS with the Import/Export function of the "General" tab. Open the project editor in the WinCC Explorer as follows: 1. In the navigation window of the WinCC Explorer, select the "Project Editor" object. 2. Select the Open context menu. Introduction to the OS Project Editor The following tabs are available in the OS Project Editor: Tab Layout Message Configuration Function Monitor configuration and specification of buttons to enable the plant operator to switch between individual areas and servers Selections for displaying messages in process mode. Here, you have the option of setting a message priority for OS process control messages. The definition of the priorities corresponds to the priorities you use in the SIMATIC Manager. For more detailed information on this topic, refer to "Configuring the PCS 7 OS Data in the SIMATIC Manager > Other Tasks in OS Configuration > Specifying Message Priorities". Message Display Settings for the message filter, message bar, sorting message pages, and creating the group display hierarchy. Assignment of messages without a concrete area assignment Process control messages, for example, have no assignment to a particular OS area. You can select an OS area from the dropdown list box so that these messages are automatically assigned to the selected area in process mode. You must make this setting individually for each OS client. Areas Specification of areas that the plant operator can access from the overview area 4-6 A5E

85 Configuring the OS Data in the PCS 7 OS Tab Function Runtime Window Definition of the maximum number of windows that can be opened when faceplates and curves are called Basic Data Selecting the maximum number of faceplates that can be opened on a monitor. Once the maximum number is reached, the faceplate open longest is closed automatically the next time you open a faceplate. Selection of objects that are to be replaced after a change. The following objects can be selected: Pictures Faceplates Scripts General Settings for the OS Project Editor for the "Download Changes" function. Note that a complete download operation is required with the "Complete configuration" setting. Settings for logs that are created when you run the Project Editor. Export/import of the current configuration settings in the Project Editor so that the settings can be used conveniently for other operator stations in the project. Additional information on the setting options can be found in WinCC Help. Working with the OS Project Editor Each time a change is made in a tab, an asterisk is displayed next to the tab name. In this way, WinCC signals that the tab contains unsaved changes. When you open the OS Project Editor the first time, the default settings that were automatically accepted during ES configuration are shown. The "Basic Data" tab represents an exception: the list entries here change automatically according to the picture and script configuration in your PCS 7 OS configuration. Additional information on the individual tabs can be found in WinCC Help. A5E

86 Configuring the OS Data in the PCS 7 OS 4-8 A5E

87 5 Setting User Permission 5.1 User Authorizations Overview User permissions are important in process operation. This allows you to control the plant operators and their roles in process operation. For example, not every plant operator should be able to acknowledge messages or enter values for the process control. Notice To ensure that plant operators can only acknowledge the messages belonging to their areas, you must make an additional setting in the project editor. For more detailed information, refer to the note in "Settings for the Alarm System Settings in the OS Project Editor Settings for the Alarm System in the OS Project Editor". In WinCC Explorer, call the "User Administrator" editor and in this editor, define and assign the required permission to the users and user groups. If the plant operator logs on with his login and password during process operation to monitor and modify the project, his assigned user permissions are checked, and he is given access only to the project areas and functions that correspond to his permissions. You set user permissions with the "User Administrator" editor. Open the "User Administrator" editor in the WinCC Explorer as follows: Select the "User Administrator" editor in the navigation window of the WinCC Explorer and then select Open in the context menu. You will find more information on the "User Administrator" editor and user permissions in the WinCC online help and in the SIMATIC HMI WinCC, Volume 1/2 manual. User Permissions for Web Applications When using a Web client that provides the plant operator with control and monitoring functions over the Internet or intranet, suitable permissions must be set up and special settings made to allow Web access. For more detailed information on using Web clients and Web servers, refer to the PCS 7 OS Web Option manual. A5E

88 Setting User Permission 5.2 User Permissions and PCS 7 You have already defined the structure of your plant with all of its components in the plant hierarchy of the SIMATIC Manager. plants, plant sections, continuous function charts (CFC), pictures, etc. The plant hierarchy is the basis for defining the areas you use to specify user authorization, that is, certain users or user groups only have access to particular areas. Picture Tree Manager There is a commonality between areas displayed in the "User Administrator" editor and the "Picture Tree Manager" editor, in that the containers in the second hierarchy level of the "Picture Tree Manager" are displayed as areas in the "User Administrator" for which you can assign user authorization. Notice Avoid making subsequent modifications in the "Picture Tree Manager." Subsequent modifications result in differences between the project data in the SIMATIC Manager and the project data in the WinCC Explorer. Moreover, manual modifications of the plant structure can be overwritten or may not be updated if the OS is recompiled. 5.3 Setting User Permissions Certain functions in WinCC require a particular user permission to make configuration settings or to monitor/make modifications during process operation. You have the following options: Create user groups up to 128 user groups Create individual users up to 128 users The different areas of the plant structure from the SIMATIC Manager are displayed in the "User Administrator" dialog. There can be up to 256 areas. The settings are defined as follows: Color White Red Brown Meaning No permission Permission for the associated area Permission granted automatically by setting the higher-level permission "Enable." The "Enable" column is a higher-level setting for all areas. When you double-click a function in this column, all other areas are automatically activated. 5-2 A5E

89 Setting User Permission User Group You can create various user groups and assign certain types of user permission to them. A group name can only be assigned once. Individual users can be created within a user group. Permission 1, "User Administration," is the default setting for users in the "Administrator" group. This class cannot be deleted. When assigning user permissions, you should first determine the basic types of user permission you require for your project. Then, for these different types of user permission, you will create user groups with the appropriate user permission. You will create individual users in a later step. Users You can define exact user permission for each individual user. For a better overview, you should allocate each individual user to a user group. When you create a user in a user group, you can simply accept the settings for that user group, so that all you have to do is configure any special settings required for the user. For each user, create a login and password. A5E

90 Setting User Permission 5.4 Using a Smart Card The smart card for user permission expands the functionality of the User Administrator. How a Smart Card Works during Process Operation During process operation, the plant operator inserts the smart card into the read device, which automatically logs him into the system with the user permission that is stored on the smart card. With a login name and corresponding password, the functionality of the smart card reader can be used together with the login function in an operator station. Creating a Smart Card If you want to use a smart card to log in the plant operator during process operation, you must perform the following steps: Step A B Action The smart card function is activated in the Windows Control Panel: Select Start > Settings > Control Panel > WinCC Smart Card Terminal. This activates the menu command in the WinCC "User Administrator" editor. The actual smart card is created in the WinCC "User Administrator" editor: Select the Smart Card > Write to Smart Card menu command, select the required user from the drop-down list box, and start the write process. You will find detailed information on the "Smart Card" function in WinCC Help. 5-4 A5E

91 Setting User Permission 5.5 User Permissions in the Different Editors You can set special permission in the following WinCC editors: Tag Logging Graphics Designer for user objects and controls, such as WinCC Alarm Control, WinCC Online Trend Control, etc. Requirement You have already created the required user groups and users in the "User Administrator" editor. Tag Logging In the "Tag Logging" editor, you create and define specific properties for various archives. In the "Properties [Name of Archive]" dialog, you can set permission for read and write access to this archive. You can find information on this topic under "Archiving Options > Archiving in Tag Logging Overview ". Graphics Designer User objects the "Permission" attribute is defined in the object properties. Alarm Control during process operation, a control displays a toolbar containing various buttons that can be used by the plant operator to carry out various functions. You can define user permission for each button in the object properties. Online Trend Control with Online Trend Control, the plant operator has several operating options. You can define the permission in the object properties. Etc. A5E

92 Setting User Permission How to Set User Permissions The basic procedure for setting user permissions is presented below. For more detailed information, refer to WinCC Help. Requirement You have executed the "Compile OS" function such that all plants and plant sections that you created in the plant hierarchy of the SIMATIC Manager are available. Proceed as follows 1. Select the "User Administrator" editor in the navigation window of the WinCC Explorer and then select Open in the context menu. The "User Administrator" dialog opens. 2. Check whether all plants/plant sections from the plant hierarchy are available for setting user permission. 3. Create user groups. For more information, refer to WinCC Help. 4. In the navigation window, select the required user group. 5. Double-click the round field of the area and function for which you want to assign a user permission. The field will be highlighted in red. 6. Make the required settings for the automatic logout and for "Login only with smart card." 7. Create users within a user group. - Define the login and password. - Select the "Also Copy Group Settings" option. 8. If necessary, define the settings that are to apply only for this user. 9. Close the "User Administrator" editor. You can find information about additional settings in the "User Administrator" editor in WinCC Help. 5-6 A5E

93 6 Creating Process Pictures - Basics 6.1 Process Pictures in the PCS 7 OS You can display the entire plant or a plant section using process pictures to enable plant operators to control and monitor the process. Plant operators can see the exact status of the plant using the process pictures, for example, whether a valve is open or closed, or the fill level in a tank. In addition, the plant operator has the option of controlling the process directly using the process pictures. Requirements In order to start configuring the process pictures, the following preparations must be made in the plant hierarchy: The pictures must be inserted in the plant hierarchy. The AS-OS assignment must be made. Block icons, if required, must have been created. The OS must be compiled. Notice Always create the process pictures first in the plant hierarchy in SIMATIC Manager, rather than directly in the Graphics Designer. This approach is necessary to avoid inconsistencies between the configuration data for the ES and PCS 7 OS. Only those pictures that are required, for example, for configuration of status displays, can be managed exclusively in the Graphics Designer, since they are not directly associated with the plant hierarchy. Make sure that the length of a picture name does not exceed 24 characters. A5E

94 Creating Process Pictures - Basics 6.2 Graphics Designer Overview The Graphics Designer is an editor in WinCC Explorer. The Graphics Designer provides various objects for creating your own graphics. The libraries supplied with the Graphics Designer also offer a large selection of ready-made graphical elements such as piping and valves. You can modify or supplement these elements and place them in your own project libraries for use at any time. Pictures created in the Graphics Designer are placed in the following directory by default: [STEP7]\[ S7proj]\[Name of Project Folder]\[wincproj]\[Name of OS]\GraCS The Graphics Designer is described in SIMATIC HMI WinCC Volume 2/2 manual and in the WinCC Help. Notice If you create pictures outside the plant hierarchy in the Graphics Designer, the plant operator can call up and work with these pictures in process mode using the "Picture by name" function. You must therefore configure special permissions for these pictures. 6.3 Features of the Graphics Designer Different Objects in the Graphics Designer The Graphics Designer contains various types of objects. The fundamental differentiation is between static and dynamic objects. The standard WinCC library offers a large number of ready-made objects for use when creating process pictures. Static objects These objects are purely character objects such as lines, circles, polygons, and static text. If you have worked with a character program in the past, you will be familiar with working with these objects. For additional information, refer to WinCC Help. Dynamic objects These objects are made dynamic--that is, they display current process values at all times during runtime--by linking them to a tag or by using certain functions. Examples of dynamic standard objects are input/output fields and status displays. 6-2 A5E

95 Creating Process Pictures - Basics Types of Dynamic Updating There are several options for dynamic updating of objects inserted in a process picture: Tag connection this is the easiest way to introduce dynamic updating: You connect an object to a connection such as a block instance in a CFC chart. The current value of this input/output is displayed at all times during process mode. Dynamic dialog Dynamic updating is formulated using tags, functions, and arithmetic operations in an expression. You have the option of defining specific value ranges. For additional information, refer to the topic, "Dynamic Updating of an Action" in WinCC Help. Direct link A link is established between objects, whereby parameters are assigned only to the so-called source object, which links to the target object. Additional information on the function and on configuration of direct links can be found in WinCC Help. C actions A C action results when an event (for example, a change to a binary tag) is logically combined with a function programmed in ANSI- C. This function is activated by an event or cyclically. Normally, a C action is directly combined with the object property that is to be influenced by the action. For example, you could use a C action to define the color of an analog value in relation to a tag. Notice If you use numerous or extensive actions, you must expect a higher system load, which can cause adverse effects, including longer picture access times during runtime. Move cyclic computing operations to the PLC and avoid executing them on the OS. A5E

96 Creating Process Pictures - Basics Tag Connection and Tag Selection Dialog You use the Tag Selection dialog to connect an object to a tag in the Graphics Designer: It enables you to introduce simple dynamic updating for objects in the Graphics Designer. Tags displayed in this dialog can originate from sequential function charts (SFC), SFC instances, and block instances in continuous function charts (CFC). If you would like the tags to be visible at all times, activate the "Tags" toolbar. Mode of Operation The tag selection dialog can be used to link objects inserted in a process picture in the Graphics Designer, such as input/output fields and faceplates, to the corresponding input/output of a block instance in the continuous function chart (CFC). During process mode, these objects can read out the current value of the input/output from the AS and display it on the OS. The component view and the plant view from SIMATIC Manager are also found in the tag selection dialog. In the tag selection dialog, only the PH folders you assigned to the OS in the SIMATIC Manager are displayed. Tags from other projects that are part of the multiproject can also be accessed in the tag selection dialog. 6-4 A5E

97 Creating Process Pictures - Basics Tag Sources During configuration, you can choose between two tag sources: ES variables With ES variables, all process tags can be displayed from PCS 7. For example, process tags can come from sequential function charts (SFC) and continuous function charts (CFC) created during ES configuration. ES variables are displayed exactly the same as in the plant hierarchy in SIMATIC Manager. However, only the PH folders you assigned to the OS open in the SIMATIC Manager are displayed. All other folders are hidden. As soon as an object is linked to an ES tag, this tag is automatically entered in the WinCC tag management, if it is not already present. WinCC tags With WinCC tags, all tags relevant to the PCS 7 OS configuration can be displayed. To facilitate locating a particular tag, the filter function should always be used. In addition, tags created directly in WinCC are displayed. As a general rule, this function is not used in the PCS 7 environment, since the tag management is administered centrally via the ES configuration. The WinCC tag name is structured as follows: Plant1/ RMT1/ FC111/ Dose ER Floatingpoint number PH Level 1 PH Level 2 CFC chart Block Element Data type Instance DB DB 73 DD 96 Address Filter in Tag Selection Dialog The "Filter:" field can be used to specify a search condition for the tag name. When you exit the field using the tab key, only those tags that match the search criterion are displayed. WinCC Help contains additional information on the tag selection dialog. A5E

98 Creating Process Pictures - Basics Configuring and Storing Tags in WinCC Tags can also be seen directly using WinCC Explorer by selecting "Tag Management" in the navigation window. All channels, logical connections, process and internal tags, and tag groups of WinCC are managed there. Tags from SIMATIC Manager are stored in the WinCC tag management. The tags displayed are based on the settings you made when you executed the "Compile OS" function. The individual S7 programs are displayed with the corresponding connections. If you select an S7 program in the navigation structure, all tags are displayed in the detail window. 6-6 A5E

99 Creating Process Pictures - Basics Dynamic PCS 7 Standard Objects A number of ready-made dynamic objects are available in the Graphics Designer for use when process pictures are created. The standard objects can be found in the Object Palette of the Graphics Designer under "Smart Objects." The primary objects are introduced briefly below: Object Input/output fields Status display You inserted a bar Control Picture window Group display Status display (extended) Analog display (extended) Function Input/output fields function as follows: Current process values are displayed Values can be entered directly by the plant operator during runtime This field can be used as an input field only, an output field only, or as a combined input/output field. The status display is used to display any number of binary object states. For example, a status display can show whether a valve is open or shut. A bar can be used to display values in relation to one another, for example, how the current value relates to an upper and lower tolerance. A control can be used to show the curve characteristic of certain measured values seen by the plant operator during process mode. Picture windows form a type of container in a process picture that can incorporate an additional picture. The incorporated picture is a standard picture created for a particular block type that can be used multiple times. A specific tag connection is not made until you insert this picture in the picture window. A hierarchy was created corresponding to your plant structure. Even in a process picture that only displays a general overview of an entire plant, the plant operator requires information from the process tags located in pictures from lower hierarchy levels. This information can be shown using a group display, in which the status, such as an alarm, is displayed in color. The plant operator can switch directly to the measuring point from the group display. The advantage of extended status displays compared to normal status displays is that a group display can be integrated as well. As a result, an alarm status and an operating status can be shown simultaneously. Both binary and analog values can be shown using the two different types of status displays. For detailed information on the individual objects, refer to "Smart Objects" in WinCC Help. A5E

100 Creating Process Pictures - Basics Dynamic User-Created Objects In addition to standard objects, you have the option to create objects yourself. You can combine a large number of individual steps into a few steps when you create objects. The primary objects that can be created by the user are: Faceplate A faceplate is a dynamic object that displays a certain block type. By linking to a structure tag, all tags contained in a faceplate are automatically linked to the associated block parameters and made dynamic. Block icons A plant operator can use a block icon to access a faceplate. A block icon is implemented as a user object. A block icon can consist of different dynamic objects so that the most important information is available in the overview. An additional script allows the plant operator to access the associated faceplate with one mouse click. User object A user object results from combining individual objects. The advantage of a user object is that only those properties actually needed for linking to tags can be selected from the numerous properties included with each object. User object templates User object templates can be created starting from a user object. The main advantage of user object templates is the option to make master changes and update all instances in one step Configuration Steps for Dynamic Objects Overview An overview of the basic mode of operation with dynamic objects is given below. You must perform the steps in the exact order given: Step Action 1 Open the process picture in the Graphics Designer 2 Insert the dynamic object 3 Configure the dynamic object 4 Specify the object properties Additional information on dynamic objects can be found in WinCC Help. 6-8 A5E

101 Creating Process Pictures - Basics Step 1 - How to Open a Picture in the Graphics Designer You can open a picture from SIMATIC Manager or WinCC Explorer. If You are in SIMATIC Manager You are in WinCC Explorer Then 1. Select the plant view. 2. In the detail view, select the picture you want to edit in the Graphics Designer. 3. Select the Edit > Open Object menu command. WinCC Explorer is displayed followed by the selected picture in the Graphics Designer. 1. Select the "Graphics Designer" object in the navigation window. All of the existing picture objects are then displayed in the detail window. 2. Double-click the required picture in the list. This opens the picture in the Graphics Designer Step 2 - How to Insert a Dynamic Object 1. Open a picture in the Graphics Designer. 2. If the "Object Palette" toolbar is not visible, select the View > Toolbars menu command, and select the "Objects" check box in the "Toolbars" dialog. The Object Palette is displayed, and the "Standard" tab is active. 3. In the Object Palette, select the required object under "Smart Objects." 4. Use the mouse to move to the workspace. The cursor changes according to the object selected. 5. Holding the mouse button down, drag a rectangle corresponding to the size of your object. A5E

102 Creating Process Pictures - Basics Step 3 - How to Configure a Dynamic Object As soon as a dynamic object is inserted, the configuration dialog is displayed. Of course, you always have the option to reopen the configuration dialog and make changes to the settings. The Configuration Dialog is Automatically Displayed If you have positioned the object on the workspace, WinCC automatically opens a dialog where additional settings can be made. Depending on the type of dynamic object, an appropriate dialog is displayed where the configuration can be made: If You inserted an application window Picture window Control You inserted an OLE object You inserted an Input/output field You inserted a bar You inserted a graphic object Status display Then The "Window Contents" dialog is displayed. Select what is to be displayed in the application window. No additional dialog is opened. The "Insert Control" dialog is displayed. Select the required control from the list. The "Insert Object" dialog of Windows is displayed. You have two options: Select the application you want to use to create the OLE object. Select an existing file. The "Configuration" dialog is displayed. Click the button next to the "Tag" text box, and select a tag from the tag selection dialog. In addition, specify the update cycle, the field type, and formatting parameters. The "Configuration" dialog is displayed. Click the button next to the "Tag" text box, and select a tag from the tag selection dialog. In addition, specify the update cycle, limits, and formatting parameters. The "Graphic Object Configuration" dialog is displayed. Select the picture that you want to display as a graphic object. The "Status Display Configuration" dialog is displayed. Click the button next to the "Tag" text box, and select a tag from the tag selection dialog. Select a picture, and specify the update cycle A5E

103 Creating Process Pictures - Basics If You inserted a text list You inserted a 3D bar Group display Then The "Configuration" dialog is displayed. Click the button next to the "Tag" text box, and select a tag from the tag selection dialog. Specify the update cycle, field type, and formatting parameters. No additional dialog is opened. The following values must be set separately in the "Properties" dialog: Maximum value Minimum value Process input/output For information on inserting and configuring a group display, refer to "Creating Process Pictures Basics > Group Display Overview". Status display (extended) For information on inserting and configuring an extended status display, refer to "Extended Status Display Overview". Click "OK" to save your inputs. This inserts the dynamic object with the corresponding settings. Reopening the Configuration Dialog If you want to change the configuration settings later, you must reopen the configuration dialog. Proceed as follows: 1. Open the process picture in the Graphics Designer. 2. Open the shortcut menu for the object that you want to configure, and select the Configuration Dialog command. The configuration dialog is displayed. 3. Enter the settings. 4. Click "OK" to save your inputs. A5E

104 Creating Process Pictures - Basics Step 4 - How to Specify the Object Properties 1. Open the process picture in the Graphics Designer, and select the object on the workspace. 2. Select the View > Properties menu command. The "Properties" dialog is displayed. 3. Select the tab corresponding to the required settings: If You want to make settings for the object's appearance and layout You want an object to be modified when a certain event occurs, such as a mouse click. Then Select the "Properties" tab Select the "Event" tab 4. Close the dialog box. This stores your inputs A5E

105 Creating Process Pictures - Basics 6.4 Using Standard Objects in PCS Principal PCS 7 Standard Objects Overview Some of the frequently-used standard objects provided by PCS 7 are: Status display Input/output field Group display Working with a Status Display The status display is used to display the status of an object. "0" and "1" are the simplest binary states. For example, "0" can correspond to the "valve closed" state and "1" to the "valve open" state. However, the status display can indicate not only two states but practically any number of different states. The status display is made dynamic by linking to a tag with the value of the respective state. You can assign any number from 2 to (bit combinations) to the tag Extended Status Display Overview The extended status display has a major advantage over the simple status display in that it shows an alarm status and an operating status simultaneously so that the plant operator can see fast alarms, warnings, and errors in addition to the operating status. There are two basic types of extended status display: Status display (extended) This display shows binary states of a block interface with the associated alarm states. Analog display (extended) This display shows an analog value in various colors. The colors correspond to each alarm state. You must first set the parameters for the extended status displays in a configuration dialog. The tag connection to the associated block instance is then established. A5E

106 Creating Process Pictures - Basics Import/Export Function After the status display is configured, you can export the settings in a *.xml file and, if necessary, you can reimport the settings to another status display. This function saves you work if you want to use a status display to represent the same block in different ways, for example, showing a valve in horizontal and vertical orientation. The steps are presented below using the horizontal/vertical valve representation as an example: Step Action 1 Configure the status display for the horizontal valve representation: Define all operating and alarm states Assign associated bitmaps 2 Export this configuration in an *.xml file. 3 Execute the "Search/Replace" function to replace all instances of the name of the bitmap showing the valve in horizontal orientation with the name of the bit map showing the valve in vertical orientation. 4 Save the *.xml file under a self-explanatory name. 5 Import the settings from the modified *.xml file for the vertical valve representation A5E

107 Creating Process Pictures - Basics How to Configure a Status Display A status display is configured in the Graphics Designer. You have the option to logically combine a status display with PCS 7 standard pictures or user-defined pictures: Status Display with Standard Pictures The configuration steps are summarized below. Step Action 1 Drag the "Status Display" object from the Object Palette to the workspace. 2 Establish the connection to the associated tag in the "Configuration" dialog. 3 Move the standard pictures to the various states using a drag and drop operation. Status Display with User-Defined Pictures The configuration steps are summarized below. Step Action 1 Create pictures to display each state and export them as an *.emf file. 2 Drag the "Status Display" object from the Object Palette to the workspace. 3 Establish the link to the associated tag in the "Configuration" dialog, and link the states to the associated pictures. A5E

108 Creating Process Pictures - Basics Working with the Status Display (Extended) A maximum of four different binary signals representing 16 different operating states can be shown in the status display (extended). The four signals are bitcoded in the 32-bit tag of block type VSTATUS. The operating states can be logically combined with alarm states, if desired. You must define different priorities for these alarm states and/or deactivate certain alarm states that the block is unable to assume. The alarm priority defines which alarm is displayed first if several alarms are pending simultaneously. The following rule applies during process mode: an unacknowledged alarm always has a higher priority than an acknowledged alarm. All of the settings are made in a configuration dialog. Different combinations result according to the selected binary states and alarm states. The bitmap that you want to display in the process picture in process mode can then be assigned to each individual combination. Information in the Online Help System for the Block Type The online help system for the corresponding block type contains the following information needed for configuring the status display (extended): The assignment of an operating state to a specific bit within the "VSTATUS" tag: All binary states that can be shown in the status display (extended) are stored completely in this "VSTATUS" tag. Alarm states that this block type can normally assume Overview of Steps Steps for inserting and configuring the status display (extended) are summarized below: Step Content 1 Determine inputs/outputs in VSTATUS 2 Make preparations 3 Insert status display (extended) 4 Configure status display (extended) 5 Establish tag connection 6-16 A5E

109 Creating Process Pictures - Basics How to Determine the Bit Number from VSTATUS When configuring the extended status display, you need the bit number of the block interface you want to display. The bit number is stored in the VSTATUS tag. Information can be found in the online Help for the block: 1. In SIMATIC Manager, open a continuous function chart (CFC) and select the block for which you want to insert an extended status display. 2. Press the "F1" key. The online Help system for the block is displayed. 3. Refer to the section on "Assignment of 32-bit VSTATUS" for the "Bit number" "Parameter" assignment. As a general rule, this information can be found in "Description of [Name of Block]." How to Prepare the Extended Status Display The preparation is illustrated using the "Valve" block as an example: Selecting the Inputs/Outputs from the VStatus Tag To begin with, you specify the inputs/outputs that are to be shown in the status display. In this example, the following inputs/outputs are specified: QOPEN QCLOSE QOPENING QCLOSING A5E

110 Creating Process Pictures - Basics Creating a Status Table Then, you create a table where you enter all possible states from which the relevant index is identified and the picture assignment is made. The table for the valve has the following appearance: Bit 0 QOPEN Bit 1 QCLOSE Bit 2 QOPENING Bit 3 QCLOSING Index Basic Picture Flash Picture 2 high 0=1 2 high 1=2 2 high 2=4 2 high 3= Undefined This table is then used to configure the extended status display in the associated dialog A5E

111 Creating Process Pictures - Basics How to Insert an Extended Status Display 1. Open a process picture in the Graphics Designer. 2. If the "Object Palette" toolbar is not visible, select the View > Toolbars menu command, and select the "Objects" check box in the "Toolbars" dialog. The Object Palette is displayed, and the "Standard" tab is active. 3. In the Object Palette, select the "Status Display (Extended)" object under "Smart Objects." 4. Use the mouse to move to the workspace. The cursor changes to a small status display symbol. 5. Holding the mouse button down, drag a rectangle corresponding to the size of your extended status display. The "Properties of Extended Status Display" dialog is displayed How to Configure an Extended Status Display 1. Open the configuration dialog: If The status display (extended) was just inserted Then The configuration dialog is already displayed. You want to change the configuration later Open the shortcut menu, and select the Configuration Dialog command. 2. The "Properties of Extended Status Display" dialog is displayed, and the "General" tab is active. 3. In the "Bit Selection" area, select the check boxes for the status words you want to display. In addition, specify how many states are to be displayed. 4. In the associated text box, enter the number of bits to be displayed in the status display. In addition, specify the specific block interface for which a status is to be displayed. 5. Specify the priorities of the alarm states in the "Priorities" area. Note A "0" entry means that the alarm state will not be displayed. 6. Switch to the "Bitmap Assignment" tab. 7. The list includes all of the basic combination options corresponding to your settings in the "General" tab. 8. Select the listed combination that you want to display during process mode. A5E

112 Creating Process Pictures - Basics 9. Select the required picture from the list of pictures and double-click it. This assigns the picture to the combination and displays the picture in the "Basic Picture" column. 10. If you want to define a flash picture as well, select the required flash picture in the list and double-click it. This assigns the picture to the combination as a flash picture and displays the picture in the "flash picture." 11. Repeat steps 6 to 10 for all combinations for which pictures are to be specified. 12. Click "OK" to save your inputs How to Make the Tag Connection 1. Open the shortcut menu for the extended status display, and select the Properties command. The "Object Properties" dialog is displayed, and the "Properties" tab is active. 2. Make the following settings: Property Attributes Action Miscellaneous Group value Link tag to the "Event State" tag of the required block instance. Status Link tag to the "VSTATUS" tag of the required block instance. Note For the "EventState" tag, you must select "WinCC Tags" as the data source in the tag selection dialog. 3. Close the dialog box A5E

113 Creating Process Pictures - Basics Working with the Analog Display (Extended) The analog display (extended) shows the value of an analog block interface. The value is shown in color according to the current alarm status of this interface. Overview of Steps Steps for inserting and configuring the analog display (extended) are summarized below: Step Content 1 Insert analog display (extended) 2 Configure analog display (extended) 3 Establish tag connection How to Insert an Extended Analog Display 1. Open a process picture in the Graphics Designer. 2. If the "Object Palette" toolbar is not visible, select the View > Toolbars menu command, and select the "Objects" check box in the "Toolbars" dialog. The Object Palette is displayed, and the "Standard" tab is active. 3. In the Object Palette, select the "Analog Display (Extended)" object under "Smart Objects." 4. Use the mouse to move to the workspace. The cursor changes to a small status display symbol. 5. Holding the mouse button down, drag a rectangle corresponding to the size of your extended analog display. The configuration dialog opens. A5E

114 Creating Process Pictures - Basics How to Configure an Extended Analog Display 1. Open the configuration dialog: If The analog display (extended) was just inserted Then The configuration dialog is already displayed. You want to change the configuration later Open the shortcut menu, and select the Configuration Dialog command. 2. The "Properties of Extended Analog Display" dialog is displayed, and the "Analog Display Properties" tab is active. 3. Specify the priorities of the alarm states in the "Priorities" area. Note A "0" entry means that the alarm state will not be displayed. 4. Assign colors to the various alarm states, according to your preference. 5. Click "OK" to save your inputs How to Make the Tag Connection for the Analog Display 1. Open the shortcut menu for the extended status display, and select the Properties command. The "Object Properties" dialog is displayed, and the "Properties" tab is active. 2. Make the following settings: Property Attributes Action Miscellaneous Group value Link tag to the "Event State" tag of the required block instance. Value Link tag to the tag that represents the corresponding analog value 3. Close the dialog box A5E

115 Creating Process Pictures - Basics Working with Input/Output Fields Input/output fields can be used to input or output values. The "Input/Output Field" object can be defined in any the following ways: As an output field only As an input field only As a combined input and output field Input/output fields can handle different data formats, such as binary, decimal, string, and hexadecimal How to Configure an Input/Output Field The input/output field is configured in the Graphics Designer. The configuration steps are summarized below. For detailed information on the configuration steps, refer to the Getting Started manual Process Control System PCS 7; Part 1 First Time User. Step Action 1 Drag the "Input/Output Field" object from the Object Palette to the workspace. 2 In the "Configuration" dialog, make the connection to the associated tag and specify the field type. 3 Optional: Add static text for additional description of the input/output field. A5E

116 Creating Process Pictures - Basics Group Display Overview A group display informs the plant operator about the message status of a measuring point during process mode. This allows the plant operator to quickly detect alarms, warnings, or errors. The group display is a standard object provided by WinCC and can be inserted in a process picture. A group display is configured using wizards in WinCC. The other properties for this object can be set just as you would for any other dynamic objects, namely in the "Properties" and "Event" tabs. You can also adapt the appearance of the group display individually to meet your requirements. Group Display during Process Mode in Process Pictures The message status of a measuring point can be seen directly in a process picture using the group display. From each group display, the plant operator can switch to other process pictures or picture blocks. Group Display during Process Mode Overview Area If a group display has been inserted in a process picture and the plant hierarchy has been saved in the Picture Tree Manager with the "Calculate the group display hierarchy completely new again while saving" or "Delta Save" option, the associated group display is automatically displayed in the overview area during process mode. It is located next to the button for each process picture so that that plant operator can quickly switch to the corresponding process picture in case of an alarm or a warning. Options for Making a Group Display Dynamic The following options are available for making a group display dynamic: Connecting the group display to a PCS 7 tag structure This connects the group display to a tag structure so that the status of a PCS 7 tag structure, such as the status of a motor block, can be displayed to the plant operator during runtime. Selecting a Picture via a Measuring Point This links the group display to a faceplate so that the plant operator can switch directly to the faceplate of the measuring point. This function can be used both to make a group display dynamic and to make other picture objects dynamic. Connecting the Group Display to a Picture and Selecting a Picture via a Group Display This initially connects the group display to a picture so that messages from lower-level pictures or part pictures of a plant structure can be transferred to a picture in a higher hierarchy level and displayed there in process mode. Then, an event is defined for use by the plant operator to switch directly by means of a group display to the picture where the alarm occurred A5E

117 Creating Process Pictures - Basics Displaying a Group Display during Process Mode Message types are normally displayed by the "Group Display" object in five display areas arranged side-by-side. Viewing is supported by showing the display areas in different colors, flash mode, and text display. The default colors and flash modes in the object correspond to those commonly used in process engineering. The following different message types are specified by default: First display area red Alarm High, Alarm Low The second display area can show two types of messages. If a warning and a tolerance message exist at the same time, the warning message has higher priority and is displayed. - Yellow for Warning High, Warning Low, - Light blue for Tolerance High, Tolerance Low Third display area black AS control fault, AS control error, OS control fault Fourth display area violet Request for operator input Fifth display area indicates whether or not messages or process tags were disabled manually by the plant operator: - Gray: No process tag disabled - Gray with white cross: Process tag disabled You can adapt the default display individually to your requirements. For additional information on the group display, refer to WinCC Help Automatic Calculation of a Group Display Hierarchy PCS 7 OS allows you to generate group displays according to the picture hierarchy and to insert them in existing process pictures. A group display is inserted in each picture that has pictures directly below it. This is positioned automatically in the top left corner of a process picture. In process mode you can use the "Loop in Alarm" function: By clicking on the button of the group display that is displaying an error, you can navigate directly to a process picture in which the error is visualized. To use this function, make the following setting: 1. Open the project editor. 2. Change to the "Message display" tab. 3. Select the "Create/update group displays" check box. A5E

118 Creating Process Pictures - Basics Configuring a Group Display Based on the default group display, you can make individual adaptations to the group display. This involves two steps: Adaptation of the display of each individual message class in process mode. In WinCC, the message classes are known as message types. This term will be used below. Assignment of the message types to the individual buttons of the group display. Up to 8 buttons can be configured for a group display. The default setting for a group display is to display 5 buttons. The message types are assigned to a button using the bit number from the "EventState" tag. There are 16 different message types stored in the "EventState" tag that can all be visualized. The individual bits of this tag are defined per default as follows and assigned to the bit numbers in the group display. The Bit Assignment in the "EventState" Tag Bit in the "EventState" Tag Corresponding Message Type 31 AH, alarm high (high high alarm) 1 15 acknowledgment bit 30 AL, alarm low (low low alarm) 2 14 acknowledgment bit 29 WH, warning high (high alarm) 3 13 acknowledgment bit 28 WL, warning low (low alarm) 4 12 acknowledgment bit 27 TH, tolerance high 5 26 TL, tolerance low 6 25 S, process control message (system) 7 9 acknowledgment bit 24 F, process control message (failure) 8 8 acknowledgment bit 23 M, Preventative Maintenance 9 7 acknowledgment bit 22 6 acknowledgment bit PM, process message 10 Bit Number 6-26 A5E

119 Creating Process Pictures - Basics Bit in the "EventState" Tag Corresponding Message Type 21 Can be freely configured OR, operator request OM, operator message SA, Status AS (Status Message) SO, Status OS (Status Message) X, message disabled (out of service) 16 Bit Number M - Preventative Maintenance SA - Status AS SO - Status OS Default Assignment of the Message Types to the Bits of the "EventState" Tag The group display is based on the group value from the 32 bit "EventState" tag. The default setting for a group display is as follows: Button in Group Display Bits in the "EventState" Tag Message Type 1 1,2 AH, AL 2 3,4/5,6 WH, WL, TH, TL 3 7,8,9 S, F, S 4 12 OR 5 16 X A5E

120 Creating Process Pictures - Basics Connect Group Display to PCS 7 Tag Structure If you connect a group display to a block using a direct connection, the plant operator can closely monitor the block during runtime. This group display can be inserted in any process picture. The block must have the system attributes "S7_m_c" and "S7_tag," and these attributes must be set to the value "true." Use the "Link Group Display to PCS 7 Measuring Point" dynamic wizard to establish the connection A5E

121 Creating Process Pictures - Basics Connecting the Group Display to a Picture If a group display is connected to a process picture, information from a hierarchically lower-level process picture can be displayed in a higher-level process picture. In so doing, all group displays of the lower-level process picture are linked internally using an OR operation. As soon as a message appears on any group display in the lower-level process picture, the message is "forwarded" so that the information is also available to the plant operator in the higher-level process picture. The plant operator can then click the group display in the higher-level process picture to go directly to the lower-level process picture. The option to navigate quickly to the source of a malfunction is essential for the operator and provides for straightforward and simple process checks. Picture Hierarchy Process control in the PCS 7 OS requires a picture hierarchy that guides the plant operator to pictures where danger states such as alarms are displayed. The picture hierarchy is derived from the plant hierarchy and is shown in the Picture Tree Manager in WinCC Explorer. The group display can only receive and forward messages when these pictures are arranged appropriately in the hierarchy. A5E

122 Creating Process Pictures - Basics Connecting to the Picture The "Connect Group Display to Picture" dynamic wizard is used to establish a connection to the picture. You must also define the event that the operator uses to change pictures, for example, a mouse click. To do so, use the "Picture Selection via Measuring Point" dynamic wizard How to Insert a Group Display 1. Open a process picture in the Graphics Designer. 2. If the "Object Palette" toolbar is not visible, select the View > Toolbars menu command, and select the "Objects" check box in the "Toolbars" dialog. The Object Palette is displayed, and the "Standard" tab is active. 3. In the Object Palette, select the "Group Display" object under "Smart Objects." 4. Use the mouse to move to the workspace. The cursor changes to a small group display symbol. 5. Holding the mouse button down, drag a rectangle corresponding to the size of your group display. 6. Configure the group display. 7. Establish the link using a wizard: If You want to connect the group display to a block You want to connect a group display to a picture Then "Connect Group Display with PCS 7 Process Tag" You will find more information on this wizard in "Creating Process Pictures Basics > Standard Objects in PCS 7 > Connect Group Display to PCS 7 Tag Structure". Start the wizard: "Connect a Group Display to a Picture" Information on this wizard can be found in "Creating Process Pictures Basics > Standard Objects in PCS 7 > Connecting the Group Display to a Picture". 8. Select the group display, and select the View > Properties menu command. The "Properties" dialog is displayed. 9. Specify the parameters for the group display. For additional information, refer to WinCC Help A5E

123 Creating Process Pictures - Basics How to Configure a Group Display Requirement Group display inserted in process picture Proceed as follows Select the group display, and select the View > Properties menu command. The "Object Properties" dialog box opens. 2. Select the "Group Display > Geometry" property in the tree structure. 3. Set the size of the group display using the appropriate attributes by entering the required values in the "Static" column. Note If you enter the value "yes" for the "Same Size" attribute, all fields are set to the same size according to the set overall width. The value "0" means that this button is not displayed and not included in the "same size" calculation. 4. Select the "Group Display > Message Types" property in the tree structure. 5. Double-click on the "Message Types" attribute. A list with all the available message types is displayed. For more detailed information, refer to "Creating Process Pictures - Basics > Using Standard Objects in PCS 7 > Configuring a Group Display". 6. Select the message type you want to configure and click on the "OK" button. 7. Make the settings for the display in process mode. 8. Follow the same steps for all message types you want to display in process mode. 9. Select the "Group Display > Assignment" property in the tree structure. 10. Double-click on the "Message types for button [consecutive number of the button]" attribute. The "Text Input" dialog opens. 11. By selecting the appropriate bit, assign the message type you require to the button and click the "OK" button. Note If you want to assign several events to a button, insert the various bit numbers one after the other separated by a comma. The order also specifies the priority: If several events are pending for a button at the same time, the event located farthest left is visualized. For more detailed information, refer to "Creating Process Pictures - Basics > Using Standard Objects in PCS 7 > Configuring a Group Display". 12. Close the "Object Properties" dialog. A5E

124 Creating Process Pictures - Basics Connecting Group Displays to PCS 7 Tag Structure Requirement You have inserted the "Group Display" object in the process picture and specified the static properties, such as font and geometry. Proceed as follows 1. Open the process picture in the Graphics Designer. 2. If the "Dynamic Wizard" toolbar is not visible, select the View > Toolbars menu command, and select the "Dynamic Wizard" check box in the "Toolbars" field. 3. In the process picture, select the required group display. 4. In the toolbar, switch to the "Standard Dynamics" tab. 5. Double-click the "Connect Group Display to PCS 7 Tag Structure" entry. The wizard is displayed. 6. In the first step of the wizard, click "Next." The "Set Options" step is displayed. 7. In the "Set Options" step, click the "Browse" button next to the text box. This opens the tag selection dialog. 8. Select the required block in the "List of All Tags" and click "OK." The required block is entered, and the tag selection dialog is closed. Note If your project has a large number of tags, you should use the filter function. Information on the filter function can be found in WinCC Help. 9. Click "Next." The "Finished!" step is displayed. 10. Review your setting and if no corrections are required click "Finish." This links the group display to the block A5E

125 Creating Process Pictures - Basics How to Connect a Group Display to a Picture Requirement You have inserted the "Group Display" object in the process picture and specified the static properties, such as font and geometry. Proceed as follows 1. Open the process picture in the Graphics Designer. 2. If the "Dynamic Wizard" toolbar is not visible, select the View > Toolbars menu command, and select the "Dynamic Wizard" check box in the "Toolbars" field. 3. In the process picture, select the required group display. 4. In the toolbar, switch to the "Standard Dynamics" tab. 5. Double-click the "Connect Group Display to Picture" entry. The wizard is displayed. 6. In the first step of the wizard, click "Next." The "Set Options" step is displayed. 7. In the "Set Options" step, click the "Browse" button next to the text box. The "Picture Browser" dialog is displayed. 8. Select the required picture, and click "OK" to confirm the picture. 9. Click "Next." The "Finished!" step is displayed. 10. Review your setting and if no corrections are required click "Finish." This connects the group display to the block. 11. Define the event, for example a right mouse click, that is to be used to call the picture. A5E

126 Creating Process Pictures - Basics How to Define the Type of Picture Selection Requirement The "Group Display" object has already been inserted in the process picture and connected to a picture. Proceed as follows 1. Open the process picture in the Graphics Designer. 2. If the "Dynamic Wizard" toolbar is not visible, select the View > Toolbars menu command, and select the "Dynamic Wizard" check box in the "Toolbars" field. 3. In the process picture, select the required group display. 4. In the toolbar, switch to the "Picture Functions" tab. 5. Double-click the "Picture Selection via Group Display" entry. The wizard is displayed. 6. In the first step of the wizard, click "Next." The "Select Trigger" step is displayed. 7. Select the operator action in the list that the plant operator can use to open the picture via the group display, and click "Next.". The "Finished!" step is displayed. 8. Check your settings and if no corrections are necessary click "Finish." This connects the group display to the operator action A5E

127 7 Creating Process Pictures - Advanced 7.1 Additional Options for Creating Process Pictures Overview PCS 7 offers a considerably wider range of options than simple standard objects to create process pictures for and customize settings of complex plant structures. This includes the following tools: Faceplates PCS 7 provides ready-made faceplates that display specific values of a plant block during process mode. Block icons are used to call faceplates during process mode. Alarm messages you can view messages directly in the process picture via a standard object in the Graphics Designer. User objects a user object is an object in the Graphics Designer that you can create from individual standard objects. User object templates user object templates are, in a sense, "improved" user objects providing the advantage of a central modification option. Picture windows a picture window is a standard object in the Graphics Designer that you can insert into the process picture to insert another picture into the picture window and connect it to a tag. Cross-reference lists cross-reference lists provide a good overview of all tags you have used in your project. A5E

128 Creating Process Pictures - Advanced 7.2 Function and Use of Faceplates Using Faceplates During process mode, faceplates display specific values, such as measured values, operating limits, states of a process tag, and alarm or error displays of the corresponding plant block in the PLC. These values are displayed in a separate window. To display these tags, the faceplate automatically retrieves all relevant current information during process mode. In addition, faceplates enable operator control during process mode and show the plant operator all block inputs and outputs required to control a process. Faceplates are "normal" *.pdl files. Connecting to a tag structure type automatically links and makes dynamic all tags contained in a faceplate to the associated block parameters. PCS 7 comes with ready-made faceplates for various block types in the PCS 7 library, such as CTRL_PID and MEAS_MON. Calling Faceplates Faceplates are called during runtime with an event script, for example, a mouse click. You can use a block icon or any other picture object you wish, such as a status display or static object. Generally, block icons from PCS 7 are used for this purpose. Block icons are a symbolic representation of faceplates that provide basic information to the plant operator about the status of the associated measuring point. The plant operator can then call up detailed information about the measuring point by selecting the faceplate of a block icon. Calling complex faceplates from picture objects ensures brief picture selection times and a clear overview of the entire process picture. Storing Faceplates Faceplates are stored for each project in the STEP 7 project directory under "[Name of project directory, for example, wincpro]\[name_of_os]\gracs". The scripts necessary to use faceplates are not stored specifically for each project. These scripts are stored in the "Wincc\aplib\FaceplateDesigner" directory. 7-2 A5E

129 Creating Process Pictures - Advanced Relationship between Faceplates and Block Icons For each plant block, PCS 7 provides you with a corresponding block icon. These standard block icons already contain a call script for the corresponding faceplate, thus eliminating the need to set additional parameters until the block icons are linked to the physical process tag. Block icons are executed as user objects. Using Block Icons You have two options for using block icons: You can create block icons automatically in the SIMATIC Manager using the "Create/Update Block Icons" function this function automatically inserts block icons into a process picture according to the plant hierarchy and links them to the corresponding process tag. You do not need to make any further configuration settings. Once the block icons have been created in the process picture, all you have to do is position them as you wish in the process picture and if necessary insert additional static or dynamic objects. If, for example, you have deleted blocks from continuous function charts (CFCs), the associated block icons will be deleted the next time this function is executed. You can insert additional block icons into a process picture yourself, because the arrangement of the process tags points in the plant hierarchy is such that they are not detected by an automatic function. To do so, you must use block icons from the "@templates.pdl" template file and insert them into the process picture using the "Copy" and "Paste" functions. Then connect these block icons by dragging them to a process tag. Background information on then "Create/Update Block Icons " function can be found under "Configuring PCS 7 OS Data in the SIMATIC Manager Preparing for OS Configuration Procedure for Creating Block Icons". A5E

130 Creating Process Pictures - Advanced Block Icons and the "@@PCS7Typicals.pdl" File The "@@PCS7Typicals" file contains all block icon templates. When you execute the "Create/Update Block Icons" function, PCS 7 automatically uses block icons from this file. By default, this file is installed when PCS 7 is installed. Modifying the "@@PCS7Typicals" File If you want to modify the standard block icons or create your own block icon, use the block icons from this file as a basis. You would do this, for example, to create your own block icons to display additional measured values in the icon display during process mode or because you want to change the overall display. Caution Never make modifications in the original file because any modifications made there will be overwritten during an update. Create a new file that must always begin with the fixed part of the name "@PCS7Typicals". You can select the rest of the file name to suit your purposes. If you want to modify existing block icons, copy the required block icon from the "@@PCS7Typicals" file to the new file and make the adaptations there. You can create up to 10 different templates for block icons. Different Types of Block Icons A process tag can have different types of block icons. These variants are distinguished by the "type" attribute which represents the value of a variant. In the case of a block icon type for a valve, for example, this attribute would have a value of "@Valve/2." The value component that follows the "/" controls what type of block icon is generated. You must therefore enter this component in the object properties of the block instance. If you do not specify a parameter in the object properties of the block instance, the standard block icon is automatically generated. This is the block icon that has the identifier /1 in the "type" attribute, for example, "@Valve/1". Use the following procedure to locate the value of the "type" attribute: 1. Open the "@@PCS7Typicals" or "@PCS7Typicals" file. 2. Select the block icon and select the View > Properties menu command. The "Object Properties" dialog will open with an activated "Properties" tab. 3. In the tree structure, select the "General" property. The corresponding attributes will be displayed. 7-4 A5E

131 Creating Process Pictures - Advanced Block Icons and the "@Template.pdl" File As a general rule, file contains the same block icons as files, with one important difference: the "type" attribute has a different value in each file. You must use the "@Template.pdl" file when you want to insert additional block icons manually into a process picture that are not automatically derived from the plant hierarchy. For example, you want to display an additional process tag in a process picture. This block icon would be deleted if the "Create/Update Block Icons..." function is executed again, because the process tag is not at the required position in the plant hierarchy. The only way to prevent these block icons from being deleted is by using block icons from the "@Template.pdl" file. Notice If you have made changes to the block icons in the "@Template.pdl" file, you must create a backup copy before updating the software, because this file will be overwritten Display Types of Faceplates When you connect any object from the Object Palette of the Graphics Designer, you must specify a suitable display type. The following options provided by the wizard are used to set up the connection: Loop display this display type shows all possible views, such as standard, alarm, and limits, simultaneously from top to bottom. The following two options also exist: - Loop display > Work area the display covers the entire work area. It is not possible to move the faceplate or change its size. To deactivate the faceplate, call a new process picture by means of a button in the overview area. - Loop display > Process window the display appears in a separate window that is open along with the process picture. The plant operator can move this window, change its size, and close it. Group display the display appears in a separate window that the plant operator can move, change in size, and close. In contrast to the loop display, only one view is active in the group display. The plant operator can change views by selecting another view from a drop-down list. The plant operator can switch from the group display to the loop display in the process window by clicking a button in the group display. A5E

132 Creating Process Pictures - Advanced Editing Faceplates - Faceplate Designer You can edit existing faceplates to customize them for your exact requirements. You can also create entirely new faceplates. Faceplates are *.pdl files that you can modify or create from scratch in the WinCC Graphics Designer in combination with the Faceplate Designer. The Faceplate Designer provides the following support for creating faceplates: Template file PCS 7 elements Object modules Global scripts You will find additional information about creating faceplates with the Faceplate Designer in the WinCC online help and in the Creating Faceplates for PCS 7 programming guide, chapter entitled Creating Faceplates with the Faceplate Designer Overview of Working with Block Icons and Faceplates If you want to insert extra block icons in your process pictures manually in addition to those generated automatically and want to connect them to a process tag, you can do this in several ways: Option 1 In general, you will use this option. Step Action 1 Insert a block icon 2 Connect a block icon to a process tag Option 2 In exceptional cases, you perform the following action: Connect any object to a faceplate 7-6 A5E

133 Creating Process Pictures - Advanced Step 1 - How to Insert a Block Icon 1. Open the process picture in the Graphics Designer. 2. Then open picture. This picture provides you with the various block icons of the plant for use as templates. 3. In this screen, highlight the required block icon and select the Edit > Copy menu command. 4. Toggle to your process picture and select the Edit > Paste menu command. This pastes the block icon onto your process picture. This block icon is not yet linked to a measuring point Step 2 - How to Connect a Block Icon with a Process Tag Requirement The block icons already appear on your process picture. Connecting Block Icons to a Process Tag 1. Open the process picture in the Graphics Designer. 2. Select the View > Toolbars menu command and select the "Tags" check box in the "Toolbars" dialog box. 3. On the process picture, select the required block icon. 4. Go to the CFC chart containing the required process tag in the tree structure below "ES Tags". Note In the detailed window, you will see only the process tags that match the selected block icon. 5. Drag the required block from the detailed window to the corresponding block icon. The block icon is then connected to all required tags of the process tag. 6. Repeat steps 3 to 5 for all other block icons. 7. Save and close the process picture and close the "@template.pdl" file. A5E

134 Creating Process Pictures - Advanced How to Connect Any Object to a Faceplate Note In general, you will work with the block icons provided by PCS 7. In special cases, you can use other picture objects. Requirement The picture object you want to connect to a faceplate is already inserted. Setting Options with the Wizard 1. Open the process picture in the Graphics Designer. 2. Select the required picture object. 3. If you cannot see the "Dynamic Wizard" toolbar, select the View > Toolbars menu item and select the "Dynamic Wizard" check box in the "Toolbars" dialog. 4. In the toolbar, toggle to the "Picture Functions" tab. 5. Double-click "Picture Selection via Process Tag." This starts up the wizard. 6. In the first step of the wizard, click "Next." The "Select Trigger" step is opened. 7. Select the required trigger. This defines the event that enables the plant operator to open the faceplate during runtime. 8. Click "Next." The "Set Options" step is displayed. 9. In "Set Options," highlight the required tag structure type and click "Next." This opens the next "Set Options" step. 10. In this step, click the "Browse" button next to the text box. This opens the Tag Selection dialog, which only displays process tags that correspond to the previously selected structure type. 11. In the detail view, select the required process tag and click "OK." The process tag is now accepted and the tag selection dialog is closed. 12. Activate the option button for the required display type. You will find information about display types under "Display Types for Faceplates". 13. Click "Next." The "Finished!" step is displayed. 14. Review your setting and if no corrections are required click "Finish." The picture object is now linked to the required process tag. 7-8 A5E

135 Creating Process Pictures - Advanced 7.3 Displaying Alarm Messages Using a Message Window - Alarm Control You have the option of configuring a special message window in a process picture. You can view messages in this message window without having to toggle to the message list during process mode. You also have the option of creating detailed settings for this message window. This includes the following settings: You can choose what types of message are displayed. You can specify the information to be provided in the individual message blocks. You can set the exact contents of the message line. Etc. You will find detailed information about the alarm system settings and functions under "Settings for the Alarm System > Alarm System Overview" How to Insert an Alarm Control 1. In the Graphics Designer, open the process picture in which you would like to integrate a message window. 2. If you cannot see the "Object Palette" toolbar, select the View > Toolbars menu item and activate the "Objects" check box in the Toolbars" dialog. The Object Palette opens. 3. In the toolbar, toggle to the "Controls" tab. 4. Select "WinCC Alarm Control." 5. Use the mouse to move to the workspace. The mouse cursor changes according to the object selected. 6. Holding the mouse button down, drag a rectangle corresponding to the size of your object. The "Properties of WinCC Alarm Control Rapid Configuration" dialog opens. 7. Input the required information in this dialog. You will find information about the individual text boxes and option buttons in WinCC Help. 8. Click "OK" to confirm your entries. 9. Now select the View > Properties menu command to specify properties and events. You will find information about the individual text boxes and option buttons in WinCC Help. 10. Now double-click the object. The "Properties of WinCC Alarm Control" dialog opens. 11. Specify the settings you want in this dialog. You will find information about the individual text boxes and option buttons in WinCC Help. 12. Click "OK" to confirm your entries. A5E

136 Creating Process Pictures - Advanced 7.4 Using and Creating User Objects Using and Creating User Objects A user object is a dynamic object consisting of single objects, for which you can define the properties that you actually require. For example, you can implement group displays, I/O fields, and status displays as single objects. You specify the properties once for all invariable attributes, and you can then always implement the user object without having to configure single objects and assemble them as an object for each use. For each single object, only those properties required for the user object are made visible. These properties can either be assigned as parameters or they can be made dynamic. Thus, only selected properties are visible for each object, which considerably simplifies linkage of objects to tags. These properties can also be accessed by other WinCC applications, such as Script. Application of User Objects It is always useful to create specific user blocks if you wish to display information about particular technology blocks during process mode that is not provided by standard faceplates. In addition, it is useful to create user blocks if you have created your own block type by compiling a continuous function chart (CFC) in the CFC editor. Storing User Objects for Multiple Applications To facilitate implementation of multiple applications, you can store user objects in a library. User objects taken from a library are copies of the original. In this way, you can make subsequent, specific changes and adjustments to each copy if necessary without overwriting these adjustments if the original is modified. Note Clicking the user object to display a faceplate is not a default option A5E

137 Creating Process Pictures - Advanced Advantages of User Objects as Compared to Single Objects Creating a user object has the following advantages as compared to using single objects: With user objects you work with a manageable number of properties: those properties that you actually assign as parameters or that you must make dynamic.. This eliminates the need for you to select from a large, unmanageable number of properties common to all single objects. If the name of the block or continuous function chart (CFC) is changed, you need only make these changes on the user object copies, rather than on each single object. User objects can be modified and supplemented with additional objects at any time. You have the option of configuring user objects in a particular language using the languages installed in WinCC. If you use C actions, only one large C action needs to be executed during runtime, rather than many small C actions. This is much better for performance reasons. For additional information about user objects, refer to WinCC Help. A5E

138 Creating Process Pictures - Advanced Configuration Steps for User Objects Overview The following is an overview of the steps for creating user objects Step Action 1 Create user object from single objects 2 Configure user object 3 Assign property parameters 4 Place user object in library for reuse 5 Insert and instantiate a user object in the process picture 6 For subsequent changes: Edit user object Step 1 - How to Create a User Object 1. Open a process picture in the Graphics Designer. 2. Insert a single object that you want to integrate into the user object, for example, a group display, a status display, or static text. 3. If a configuration dialog is displayed, click "Cancel." This closes the configuration dialog. You will not connect the tag until later. 4. Select the single object and select the View > Properties menu command. The "Object Properties" dialog will open with an activated "Properties" tab. 5. In the "Object Name" attribute, enter a brief, self-explanatory name for the single object. 6. Define all static properties, such as colors and font attributes. The object will be made dynamic in a separate step. Note If you place an "@" sign in front of the attribute name, the property will not be visible in the "Object Properties" dialog, but the property will still be accessible via a script. 7. Close the "Object Properties" dialog. 8. Repeat steps 2 to 8 for all remaining single objects. 9. Position the single objects as they are to appear in the user object. 10. Use the mouse to drag a box around all single objects and highlight them Select the Edit > User Object > Create menu command. The "User Object" configuration dialog opens, and the "Properties" tab is displayed. In this dialog, you make all settings that apply to the entire user object A5E

139 Creating Process Pictures - Advanced Step 2 - How to Configure a User Object 1. Open the configuration dialog for the user object. If You have created a new user object Then The configuration dialog is automatically displayed You want to change the configuration later Select the Edit > User Object > Configuration Dialog menu command 2. In the "Object Type" text box, enter a meaningful name for the user object. 3. If you want to add additional properties from the "Selected Properties" list: - Select any property and open the shortcut menu. - Select the "Topic Selection" command. - From the "All Topics" list, select the topic you want to add to the "Selected Topics" list. - Click the arrow key to accept the topic. - Click "OK" to save your input. 4. In the "Objects" list, select the object containing the properties you want to add to the user object. In the "Properties" list, all properties generally available for the selected single object are displayed. 5. Use a drag-and-drop operation to add the required property to the "User- Defined" area of the "Selected Properties" list. This inserts the property with its associated object name. This same property can be assigned a particular value at a later time. Notice Be aware that when a group display is used in the user object, the properties "Group Value," Relating to Group," and "Group Display Bit Pattern" must be made visible. That is, these properties must be defined as properties for the user object. Only in this way can states be recorded and acknowledged. 6. Repeat steps 4 to 5 until you have defined all properties for the new user object. 7. Switch to the "Event" tab. A5E

140 Creating Process Pictures - Advanced 8. In the "Objects" list, select the object for which you want to specify an event. In the "Event" list, all events generally available for the selected single object are displayed. 9. Now use a drag-and-drop operation to add the required event to the associated entry in the "Selected Events" list, for example, add the event "Mouse Click" to the entry "Mouse." You can then link this event to a script, for example. 10. Repeat steps 7 and 8 to define additional events. Notice Make sure that you do not define events for the entire user object and for individual objects at the same time. This can lead to overlaps when the event is executed during process mode. 11. Click "OK" to save your inputs A5E

141 Creating Process Pictures - Advanced Step 3 - How to Assign Property Parameters You have already defined properties for the user object in the configuration dialog. You must now input values for these properties. In this dialog, you define only the dynamic properties, since you already defined the static properties in the single objects. 1. Select the user object. 2. Select the View > Properties menu command. The "Object Properties" dialog will open with an activated "Properties" tab. 3. In the tree structure, select the "User Object" entry. 4. Switch to the detail window and input an intuitive name for the user object in the "Object Name" attribute. 5. In the tree structure, select the "User-Defined" entry. When you configured the user object, you placed all the properties required for the user object in this entry. 6. Switch to the detail window and double-click the "Dynamic" column for the required attribute. A box will be displayed. 7. Enter a tag here that should be connected to the attribute: Enter the tag name in the conventionally valid form: tag name with a prefixed period, for example, ".PV_OUT". 8. Press "Enter" to confirm your input. The tag is now entered in the "Dynamic" column, and the "light bulb" icon turns green. 9. Repeat steps 5 to 8 to link tags for all attributes. Note The "Group Value" and "Group-Related" attribute must be linked to the "EventState" tag. A5E

142 Creating Process Pictures - Advanced Step 4 - How to File a User Object 1. Open the Graphics Designer. 2. Select the View > Library menu command. This opens the libraries. 3. If you are creating many user objects, set up a new directory in your project library. To do this, click "New Directory" and assign an intuitive name for the library. 4. In the process picture, select the user object you want to place in your library and perform the Edit > Copy menu command. 5. Switch to the library and in the tree structure, select the directory in which you want to place the user object. 6. On the library toolbar, click "Insert." The user object is now filed in the library. 7. Select the user object and open the shortcut menu. 8. Select the Rename menu command. 9. Enter an intuitive name for the user object. Use the same object name you used in the user object properties. This ensures consistency in the management of user objects A5E

143 Creating Process Pictures - Advanced Step 5 - How to Insert a User Object Requirement You have already placed the user object in the library. Overview of Steps User objects are inserted in two steps: Step A B Action Insert user object you insert the user object in the process picture Connect user object to block you connect the user object to a physical block. Step A: Insert user object 1. Open the Graphics Designer. 2. Select the View > Library menu command. This opens the libraries. 3. In the tree structure, select the directory in which you have placed your user objects. 4. In the detail view, select the user object that you want to insert in your process picture. 5. On the library toolbar, click "Copy." 6. Toggle to the process picture and select the Edit > Insert menu command. This pastes the user object into the process picture. Step B: Link the user object to a block 1. If you cannot see the "Dynamic Wizard" toolbar, select the View > Toolbars menu item and select the "Dynamic Wizard" check box in the "Toolbars" dialog. 2. In the toolbar, toggle to the "Standard Dynamics" tab. 3. Double-click on the entry "Connect prototype with a structure or rename existing prototype". This starts up the wizard. 4. In the first step of the wizard, click "Next." The "Set Options" step is displayed. 5. In "Set Options," click the "Browse" button next to the "Instance Name Structure" text box. This opens the tag selection dialog. A5E

144 Creating Process Pictures - Advanced 6. In the detail view, select the required block and click "OK." The required block is now accepted and the tag selection dialog is closed. Note Use the filter function in this dialog for many tags. For more information, refer to WinCC Help. 7. Click "Next." The "Finished!" step is displayed. 8. Review your setting and if no corrections are required click "Finish." This links the attributes of all properties to a specific block in one step A5E

145 Creating Process Pictures - Advanced Step 6 - How to Edit a User Object Use the following procedure to make subsequent changes to the user object: 1. Open the process picture in the Graphics Designer and select the user object. 2. Select the Edit > User Object > Edit... menu command All single objects can now be selected. Caution You must not under any circumstances remove the user object, as this would cause all configurations to be lost. 3. Click anywhere in the workspace. This clears all selections. 4. Select the single object you wish to edit. 5. Select the View > Properties menu command. The "Object Properties" dialog is displayed. 6. Modify the required properties. 7. Use the mouse to drag a box around all single objects and highlight them.. 8. Select the Edit > User Object > Finish Editing... menu command Editing is now finished. A5E

146 Creating Process Pictures - Advanced 7.5 Working with User Object Templates Using and Creating User Object Templates If you have created user objects, you can use them to create so-called user object templates. The major advantage of user object templates as compared to "simple" user objects is that you can make master changes to user objects, if required, and you can use specific wizards to update all instances of the user object template in one step. When using user object templates, you can use the functions of the Graphic Object Update Wizard, that is, you have the following options for user objects based on a user object template that you have used in a process picture: Update Export Import Change a connection This section presents the basic procedure for creating user object templates and using the associated wizards. For all additional information, refer to WinCC Help. Requirements for Making Master Changes The following requirements must be satisfied for you to use the master change function: Every object based on a user object template has a so-called type identifier. This means that you must define a "type" property in the properties of the user object template, which is then carried over to the instance of the user object template. The wizard uses this property to explicitly identify these objects. You must place the user object templates in a so-called template file. The template file can be identified by its name, which is constructed as 7-20 A5E

147 Creating Process Pictures - Advanced Comparing User Objects and User Object Templates The following table presents a comparison of user objects and user object templates. Depending on your requirements for an object, you must decide whether to use a user object or a user object template. User Objects User Object Templates When you implement a user object When you implement a user object from a library, you create a copy of the template, you create an instance, that is, user object, that is, these objects may you can make master changes to the not be replaced subsequently. template, and these changes can then be transferred to all objects based on the template. User objects can only be edited individually and only directly in the process picture. Master editing of properties in an external program, such as Excel, is possible Properties in User Object Templates In user object templates, you must define various properties. To do so, you first insert picture objects to which you must then assign particular properties, so that they can be implemented as a user object template. The best picture object for this purpose is the "I/O Field" smart object, because it is language-independent, meaning that you need only make the configuration in one language. Property Requirement Purpose Type When all functions of the Graphic Object Update Wizard are to be used Used for identification purposes when you work with individual wizards of the Graphic Object Update Wizard Server name When a faceplate is to be called Tag name tag/ NameOfTag When a faceplate is to be called Not mandatory and not supported by default Designates the faceplate that can be called from this user object with a mouse click Assigns the instance name to be used to call the faceplate this corresponds to the so-called tag prefix Used to input permanent text as a type of object header or name - this text is visible in the process picture and can be imported or exported and edited in a *.csv file A5E

148 Creating Process Pictures - Advanced User Object Templates and the Graphic Object Update Wizard The "Graphic Object Update Wizard" is a generic term for various wizards at your disposal in PCS 7 OS. In the wizard settings, you can specify whether or the function should be executed only in the currently selected process picture or in all process pictures. The following different wizards are available: "Export Picture Objects" "Import Picture Objects" "Update Picture Objects" "Change User Object Connection" Wizards for Importing and Exporting Picture Objects There is one wizard for exporting picture objects and one for importing picture objects: "Export Picture Objects" wizard "Import Picture Objects" "Export Picture Objects" Wizard This wizard exports the required information, such as object type or connection information, from user objects to a *.csv file. This information can then be edited in a spreadsheet application, such as MS Excel. For example, you can modify the interconnection of tags. In addition, a configuration file of the same name is created during export. This file can be edited to make particular settings for import. "Import Picture Objects" Wizard This wizard imports information required to create user objects in a process picture from a *.csv file. In this process, all user objects in the process picture and the template file are first deleted. This function is generally executed if the "Export Picture Objects" wizard has been launched, and the export data have been edited in the *.csv file. The validity or existence in the WinCC tag management of the OS tag names used in the import file is not verified A5E

149 Creating Process Pictures - Advanced When executing the import functions, be aware of the following relationships: If the user object meets the following requirements... it is in the template file it is in the process picture it is in the *.csv file it is in the process picture it is in the template file it is not in the *.csv file it is not in the template file it is in the process picture it is in the *.csv file... the following happens during import:...first, all user objects in the process picture are deleted...then, all user objects are reimported from the *.csv file into the process picture...first, all objects in the process picture are deleted..then, all user objects are reimported from the *.csv file Remember that user objects that have been deleted from the process picture, but are not in the *.csv file, are not reinserted during this process....only user objects actually in the template file are deleted. If the process picture contains user objects that do not exist in the template file, the import function is stopped with an error message. Notice Before performing the Import function, be sure to make a backup copy of the process picture to prevent unintentional deletion of user objects in your process picture. Caution Because block icons are set up as user objects, they can be affected by the Import function. You will find information about the import/export file and the configuration file in WinCC Help. A5E

150 Creating Process Pictures - Advanced Procedure for Importing and Exporting in the Graphic Object Update Wizard In principle, the procedure for importing and exporting picture objects is identical: Information on the import-export file can be found in WinCC Help. You can find additional information in the Process Control System PCS 7, WinCC Basic Process Control manual under the keyword "Graphic Object Update Wizard." 7-24 A5E

151 Creating Process Pictures - Advanced Wizard for Picture Object Updates This wizard updates all instances of the user object following modifications in the master template. If no follow-up changes are needed in the export file, the "Picture Object Update" wizard can be used. To do so, the relevant picture must be opened in the Graphics Designer. It is recommended that you create a backup copy of the picture, since this procedure cannot be undone. A5E

152 Creating Process Pictures - Advanced Wizard to Modify a Tag Connection This wizard is used to make subsequent modifications to individual tag connections of user object instances in process pictures, for example, a connection to another AS block instance. This wizard modifies a dynamic link to a user object. In the process, the instance name in front of the dot is replaced in the tag. Dynamic aspects of internal tags are not affected How to Create a User Object Template Note To create a user object template, you should already have experience with the Graphics Designer and the different objects in the Object Palette. Only the basic procedure is outlined below. 1. Open a new picture in the Graphics Designer. 2. Insert the "I/O Field" object and define the following object properties: This I/O field contains information enabling the various wizards to be used for making changes. Property > Attribute Input Optional/Mandatory Object name Type Mandatory Miscellaneous > Display No Mandatory Output/Input > Data Format String Mandatory Output/Input > Output Value [Input for "type" property] You will generally input the name of the associated block Mandatory 7-26 A5E

153 Creating Process Pictures - Advanced 3. If you want to call a faceplate from this user object, insert the following objects with the following properties: Object Property > Attribute Input Optional/Manda tory I/O Field1 Object name Tag name Mandatory Miscellaneous > Display No Mandatory Output/Input > Data Format String Mandatory I/O Field2 Object name Server name Mandatory Miscellaneous > Display No Mandatory Output/Input > Data Format String Mandatory I/O Field3 Object name NameOfTag Optional Miscellaneous > Display Yes Optional Output/Input > Data Format String Mandatory 4. Insert all other single objects without a permanent tag connection, for example, group displays and I/O fields. 5. Create a user object with the Edit > Create User Object menu command. 6. Complete the "User-Defined" information in the selected properties and rename it "General." You can also assign any other name of your choice. 7. In the configuration dialog in the "Object Type" box, enter the name of the associated block, for example, "valve". 8. In the configuration dialog, define properties for the following objects, and set the attribute name and name of the property: Object Property Attribute Name Name of Property Type Output value Type Type Tag name Output value Tag name Tag name NameOfTag Output value Tag Tag Server name Output value Server name Server name 9. Make visible the properties of the other single objects that you need for the user object template, for example, "Group Value," "Group-Related," and "Output Value," and click OK to confirm your entries. The procedure is the same as for creating a user object. A5E

154 Creating Process Pictures - Advanced 10. Use the View > Properties menu command to open the object properties of the user object and specify the following object properties: Property > Attribute Object name Only required if you did not make this setting in step 2: general > type All additional user-defined properties Input Name of block [Name of associated block] In accordance with project requirements 11. Create additional user object templates. 12. Save the file using a self-explanatory name and place the "@" sign in front of the file name to designate it as a template file A5E

155 Creating Process Pictures - Advanced How to Work with the Graphic Object Update Wizard The wizards included in the "Graphic Object Update Wizard" all function in the same way. For this reason, the following instructions present only a general description of how to work with these wizards. 1. Always make a backup copy of the process picture in which you carry out these functions, since this process cannot be undone. 2. Open the process picture in which you wish to execute one of the following functions: - Update the user object - Export or import user object template information - Change a connection 3. If you cannot see the "Dynamic Wizard" toolbar, select the View > Toolbars menu item and select the "Dynamic Wizard" check box in the "Toolbars" dialog. 4. In the toolbar, toggle to the "Picture Functions" tab. 5. Double-click the required wizard: If You want to update picture objects You want to change connections You want to export picture objects Select "Update Picture Objects" wizard In the wizard, specify the template file in which you have placed the modified user object template, so that the user object template in a picture can be replaced by the user object template in the template file. "Change User Object Connection" wizard In the wizard, specify the new structure type to be used to interconnect the user object templates in the picture. "Export Picture Objects" wizard In the wizard, specify the following information: Name of export file Name of configuration file the configuration information will be written from this file to the new configuration file. The new configuration file will have the same name as the export file as a rule, you will specify the default configuration file here. "Split Tag Name" option - This splits the tag name according to the plant hierarchy, providing a clearer overview and simplifying the editing process. A5E

156 Creating Process Pictures - Advanced If You want to import picture objects Select "Import Picture Objects" In the wizard, specify the following information: Name of import file Name of template file containing the user object templates. Make sure the import file contains only data from objects in your template file. If this is not the case, an error message will be displayed. 6. Click "Finish" to exit the wizard A5E

157 Creating Process Pictures - Advanced 7.6 Using Picture Windows Picture windows are a type of "container" inside a process picture. A picture window can accommodate a picture, for example, one you have created for a particular block and that you want to use several times at different points in the process visualization. You must first create pictures you want to use in a process picture as a *.pdl file. This *.pdl file contains only generally applicable specifications, but no actual tag connection. Tag links are only prepared in the picture: this means that they are presented via a generally applicable name, such as ".PV_IN," and therefore do not have a specific instance name. Picture windows can be displayed dynamically "at the touch of a button" in the process picture and can be instantiated dynamically during operation. This is done using global scripts. You will find more information on this topic in WinCC Configuration Manual, Volume How to Use a Picture Window When using a picture window, you must proceed in two steps: Step Action 1 Create a *.pdl file in which the picture window is to be inserted 2 Insert the picture window in the process picture Step 1 Creating a *.pdl File 1. Open the Graphics Designer. 2. Create the picture with all information you want to display for the plant block - Insert all static objects - Insert all dynamic objects - For the tag connection, enter the tag name in the form ".PV_IN," adding a dot in front of the tag name. Under no circumstances should you connect a tag to an actual block instance. 3. Save the picture as a *.pdl file with a brief, self-explanatory name. Note You can also use an existing user object. To do so, insert the user object in a new picture and save it as a *.pdl file. A5E

158 Creating Process Pictures - Advanced Step 2 Inserting a Picture Window 1. Open the process picture in the Graphics Designer. 2. If you cannot see the "Object Palette" toolbar, select the View > Toolbars menu item and activate the "Objects" check box in the Toolbars" dialog. The Object Palette opens. 3. If necessary, switch to the "Standard" tab in the Object Palette. 4. Under "Smart Objects," select the "Picture Window" object. 5. Using the mouse, place the cursor in the workspace and, while holding down the mouse button, drag to open a rectangle. 6. Select the View > Properties menu command. The "Properties" tab of the "Object Properties" dialog opens. 7. Make the following settings: Property Attributes Action Picture window Object name Self-explanatory name for the picture window Geometry Window width Width of picture window, which must match the width of the inserted picture Window height Height of picture window, which must match the height of the inserted picture Miscellaneous Display Yes this ensure that the picture window is always visible Picture name Name of the picture to be displayed in the picture window, for example, controller.pdl Tag prefix The instance name of the tag up to the dot, for example, RMT1/FC111/CTRL_PID 8. Close the "Object Properties" dialog. This confirms your settings A5E

159 Creating Process Pictures - Advanced 7.7 Using Cross-Reference Lists General Information - Cross-Reference Lists Cross-reference lists provide a good overview of all tags you have used in your project. Cross-reference lists also provide the following options for a PCS 7 project: You can view all points of application of specific objects, such as tags and pictures, in a cross-reference list. You can delete a tag at a point of application by switching directly to that point of application from the cross-reference list. You can modify the name of one or more tags via the "Linking" function without causing inconsistencies in the configuration. This function can also be used to search for and replace character strings in tag names. You use the WinCC "Cross Reference" editor to create or open an existing crossreference list. Point of Application The "Go to Point of Application" function initiates the following actions depending on the origin of the tags: Tag Origin Associated Editor Action when "Point of Application" Function Is Executed Archive Tag Logging Editor is launched No further action Message Alarm Logging Editor is launched No further action Function Global Script Editor is launched and function is displayed Picture object Graphics Designer Editor is launched and object is selected in process picture Tag WinCC Explorer Explorer is brought to the front No further action You will find information on the data window, the interface, and the individual functions of the WinCC "Cross Reference" editor in WinCC Help. A5E

160 Creating Process Pictures - Advanced Using Cross-Reference Lists in PCS 7 OS In the PCS 7 environment, a cross-reference list is important mainly as a way to check for detection of so-called non-existent tags. Each time the OS is configured, the tag management is automatically updated, that is, all tags that are no longer required, for example, because the continuous function chart (CFC) has been deleted, are automatically deleted in the tag management. The connections you made for dynamic objects in a process picture are retained, but become invalid because the target of the tag connection to the continuous function chart (CFC) is deleted. Notes Always execute the "Compile OS" function before working with a crossreference list. This ensures that you are working with current data. Cross-reference lists also display all tags from process pictures that are used as templates. These are all pictures with an "@" sign in front of the file name. You do not need to take these tags into account. Non-Existent Tags Non-existent tags can result from the following operations: In the SIMATIC Manager, you deleted a continuous function chart in the plant hierarchy with block instances that you connected in the process picture. You have inserted a dynamic object or a user object, for example, in a process picture, but you have not yet connected it to a tag. Overview of Steps Follow the steps below when working with cross-reference lists in the PCS 7 environment: Step Action 1 Create a cross-reference list 2 Switch to a point of application 3 Make corrections 7-34 A5E

161 Creating Process Pictures - Advanced Comparing Process Object View and Cross-Reference Lists The "Picture objects" tab in the process object view and the cross-reference lists in WinCC provide various functions for you to use, depending on the type of work you wish to accomplish: Cross-Reference List You can view connections to non-existent tags. This WinCC function enables you to make corrections in the connections. Process Object View, "Picture Objects" Tab You can also view picture connections for the entire plant or separately according to different plant sections. In addition to picture connections, you will find the associated picture assignments here. This provides you with a good overview of missing or incorrectly configured picture objects. From the process object view, you can also access other information about the measuring point, such as signals, messages, and measured value archives Step 1 - How to Create a Cross-Reference List 1. Open WinCC Explorer. 2. Select the "CrossReference" editor in the navigation window of the WinCC Explorer and then select Open in the context menu. This launches the "Cross Reference" editor. 3. Select the File > New menu command. This opens the "Edit Filter" dialog. 4. Configure your settings for the filter. - In the "Search for" area, select the "Tags" entry from the drop-down list box. - In the "Search for" area, select "Non-existent Used." - In the "Search for" area, select all option boxes. 5. Click "Start Search." This opens a data window displaying all tags that correspond to the filter criterion setting. The cross-reference list also displays all tags from the template pictures, which are irrelevant for you. These tags can be identified by the "@" sign in front of the tag name. You will find information about the data window and the individual columns in WinCC Help. 6. Choose a self-explanatory name to save the file. The file is now displayed in the detail window of WinCC Explorer and can be opened at any time. A5E

162 Creating Process Pictures - Advanced Step 2 - How to Switch to a Point of Application 1. Open or create a cross-reference list in the WinCC "Cross Reference" editor. 2. Select the required "Containing Element" or the "Object" for which you want to see an application record, for example, the "Status Display" object. 3. Select the Edit > Go To menu command. If Then You click an entry in the "Containing The Graphics Designer opens with the Element" column and look for the point associated process picture. of application, You click an entry in the "Object" column and look for the point of application The Graphics Designer opens with the associated process picture, and the object you searched for is automatically highlighted in the process picture. 4. Make the settings corrections Step 3 - How to Make Corrections You can correct faulty tag connections in the following editors: Graphics Designer here as usual you set up the tag connection using the tag selection dialog. Cross Reference here, you use the "Linking" function presented below. "Rewire" 1. Open the cross-reference list in the WinCC "Cross Reference" editor. 2. Select the required "Containing Element" or the "Object" for which you wish to correct the connection. You can perform this function with both objects. 3. Select the Edit > Rewire... menu command. This opens the "Rewire" dialog. 4. Click the "Browse" button next to the "Replace by" text box. This opens the tag selection dialog. 5. Select the required tag and click "OK." The required tag is now confirmed and the tag selection dialog is closed. 6. Click "Replace." The tag connection is now modified. 7. Click "Close." This closes the "Rewire" dialog box; when the cross-reference list is updated, the tag will no longer be displayed as "Used, not existing." 7-36 A5E

163 Creating Process Pictures - Advanced 7.8 Using the Picture Tree Manager Function of the Picture Tree Manager After you execute the "Compile OS" function, the Picture Tree Manager displays the structure of the plant hierarchy. In order this to be possible, you must have already activated this option in the plant hierarchy settings of the SIMATIC Manager. You will find the hierarchy levels you created in the SIMATIC Manager in the Picture Tree Manager under the same names. For example, if you created a hierarchy level with the name "Plant1" in the SIMATIC Manager, you will see a hierarchy level with this name in the Picture Tree Manager. Picture Tree Manager also shows which picture is contained in this hierarchy folder. At the bottom of the Picture Tree Manager, you will find all of the pictures that are not inserted in the plant hierarchy. In the PCS 7 environment, these are the pictures that you create additionally, because, for example, you want to display them in a picture window of the process picture. Requirements Certain requirements must be satisfied for the plant hierarchy structure to be displayed in the Picture Tree Manager: The Picture Tree Manager only displays hierarchy folders in which you have inserted a picture. In addition, a picture must always be inserted in the top hierarchy folder; otherwise, the hierarchy folders below will not be displayed. When pictures are inserted, you must bear in mind that only one picture per hierarchy folder can be inserted. Caution Avoid making any changes directly in the WinCC "Picture Tree Manager" editor, for example do not insert additional hierarchy levels or containers, or rename pictures there. The information you see in the Picture Tree Manager is taken from the configuration data of the SIMATIC Manager. Subsequent changes can be overwritten when "Compile OS" is executed again if you have activated the "Base Picture Hierarchy on Plant Hierarchy" option. A5E

164 Creating Process Pictures - Advanced Picture Tree Manager and User Permissions The hierarchy levels of the Picture Tree Manager are also available when you assign user permissions. You must make or change user permission settings in the following cases: If you create new areas in the plant hierarchy of the SIMATIC Manager or the Picture Tree Manager If you change the hierarchy in the plant hierarchy of the SIMATIC Manager or the Picture Tree Manager You must set new user authorization for these new areas. You must specify user permission both on the OS server and on the OS client after importing server packages Calculating the Group Display Hierarchy If you insert group displays into the process picture, the group display messages will not be displayed in the overview area or the process pictures during process mode until you have saved the plant hierarchy in the Picture Tree Manager. Before saving the picture hierarchy, you must activate the following options: If Then You are calculating the group Select the "Options > Calculate the Group display hierarchy for the first time Display Hierarchy Completely New Again while Saving" menu command You want to update the group display hierarchy after making changes Select the "Options > Delta Save" menu command If there are still no messages displayed in the overview area in process mode, then close and reopen WinCC Explorer A5E

165 8 Settings for the Alarm System 8.1 Alarm System Overview During process operation, process messages and process control messages are displayed as a message list for the plant operator: Übersicht Werkzeugleiste Meldungsliste Using the "Loop-in-Alarm" function, you can change quickly from the message list to the process picture in which the relevant process tag is displayed. The corresponding block icon is identified uniquely in the process picture. The alarm system thus ensures the following: Detailed information about fault and operating states Early detection of critical situations Prevention and reduction of downtime Increased product quality A5E