SIMATIC. Process Control System PCS 7 OS Process Control (V8.1) Preface 1. Additional documentation 2. Functions of the PCS 7 OS in process mode 3

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1 Preface 1 Additional documentation 2 SIMATIC Process Control System PCS 7 Operating Instructions Functions of the PCS 7 OS in process mode 3 PCS 7 OS process mode - user interface 4 System operator inputs 5 Graphic system - display and operation of process pictures 6 Trend system - analysis of processes 7 Message system - diagnostics for processes 8 Reports system - documentation of processes 9 Archive System - Displaying Archives 10 Diagnostic system - Determining the plant status 11 Creating a Plant-Specific Process Control Manual 12 Valid for PCS 7 as of V8.1 11/2014 A5E AA

2 Legal information Warning notice system This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger. DANGER indicates that death or severe personal injury will result if proper precautions are not taken. WARNING indicates that death or severe personal injury may result if proper precautions are not taken. CAUTION indicates that minor personal injury can result if proper precautions are not taken. NOTICE indicates that property damage can result if proper precautions are not taken. If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage. Qualified Personnel The product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems. Proper use of Siemens products Note the following: Trademarks WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed. All names identified by are registered trademarks of Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner. Disclaimer of Liability We have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions. Siemens AG Industry Sector Postfach NÜRNBERG GERMANY A5E AA P 09/2014 Subject to change Copyright Siemens AG All rights reserved

3 Table of contents 1 Preface Additional documentation Functions of the PCS 7 OS in process mode PCS 7 OS process mode - user interface Introduction Displaying objects in process mode Purpose of the user interface Layout of the user interface Appearance of the cursor during process operation Overview area Purpose of the overview area Operator control functions in the overview area Work area Working area Button area Purpose of the button area Operator control functions in button set Control functions in the button set Operator control functions in the button set of the message system Window types for process operation Window types for process operation System operator inputs What are system operator inputs? Overview of system operator inputs Log on and log off for OS process control Overview of the options for logging on for process control How to log on for process control using a user name and password How to log on for process control using a smart card How to log on for process control using a biometric system How to log off as a user How to change the user for process control How to exit process mode Carrying out system operator inputs How to display tooltips for toolbar buttons How to display picture information How to print the screen content How to open the status display for servers How to acknowledge messages...47 Operating Instructions, 11/2014, A5E AA 3

4 Table of contents How to acknowledge a signaling device How to create new users and assign permissions How to display your system configuration monitoring Reaction to a malfunction of the user interface of an OS client How to open the BATCH Control Center How to visualize an SFC chart in process mode Open the Route Control Center How to change the language of the user interface How to display print jobs How to display a print preview Graphic system - display and operation of process pictures Functions and Outputs of the Graphic System Process Pictures Elements in Process Pictures What are Process Controls? Control elements of the overview area Overview of operator input in the overview area How to navigate to plant areas Opening the Picture Tree Navigator How to acknowledge messages in the message line Group display status How to display the source of the alarm using the group display How to display the list of "highest priority messages" How to work with the "Loop-in-alarm" function How to display the "extended message line" Operator control in the button area Overview of operator input in the button area How to create the incoming alarm list How to lock and unlock messages How to select pictures with the "Picture via process tag" button How to select pictures directly How to select pictures with the "Picture via name" button Saving, retrieving and deleting screen compositions Introduction How to save a screen composition How to display the saved screen composition How to delete a screen composition Operator control in process pictures Overview of Operator Process Controls in Process Pictures Block Icons and Faceplates Faceplates for blocks of the PCS 7 Advanced Process Library Faceplate operating modes Standardized Operator Control and Display Bar in Faceplates How to Open a Faceplate How to Change the View within a Faceplate How to Acknowledge Messages in Faceplates How to Lock Messages in Faceplates How to Unlock Messages in Faceplates Operating Instructions, 11/2014, A5E AA

5 Table of contents Operator control in faceplates Configuring the PCS 7 message system Trend system - analysis of processes Functions and Outputs of the Trend System Controlling Trend Groups Controlling trend groups containing archive tags Controlling Trend Groups with Online Tags Operator Control of Trend Groups with Archive and Online Tags How to Work with Stored Trend Groups Creating new trend groups How to Create New Trend Groups with Archive Tags How to Create New Trend Groups with Online Tags How to Create New Trend Groups with Archive and Online Tags Message system - diagnostics for processes Functions and Outputs of the Message System Structure and States of Messages Message Lists in PCS Message and System Behavior Acknowledgment Scheme for PCS Operator Control Functions in Message Lists Overview of the Functions in Message Lists Meaning of Column Headings and Message Blocks Filtering messages User-defined message filters How to create a user-defined message filter How to activate a user-defined message filter How to deactivate user-defined message filters Message hiding Hidden messages How to Hide Messages How to Display the "Hidden List" How to Display the "List of messages to be hidden" How to Show Hidden Messages Sorting messages How to Sort Messages in Message Lists Alphabetically Reports system - documentation of processes Functions and Outputs of the Report System Archive System - Displaying Archives Functions and Outputs of the Archive System Archiving with the operator station Archive for Process Values, Messages and Reports How to Display a Trends Graph and Select the Display Period How to Display a Message List and Select the Display Period Operating Instructions, 11/2014, A5E AA 5

6 Table of contents 10.3 Archiving with the Process Historian (and Information Server) Diagnostic system - Determining the plant status The PCS 7 Maintenance Station Purpose of the PCS 7 maintenance station Creating a Plant-Specific Process Control Manual Creation of a plant-specific process control manual for operators How to Create a Plant-specific Process Control Manual for Operators Index Operating Instructions, 11/2014, A5E AA

7 Preface 1 Purpose of this documentation This documentation provides detailed instructions for operator control and monitoring of processes using the SIMATIC PCS 7 process control system, including all necessary information for safe operation. Assumptions The following is assumed for the functions and operations in these operating instructions: A project created with SIMATIC PCS 7 is available. The PCS 7 project is loaded on the OS and the process mode is active. Target group This manual serves as operating instructions for operators who perform operator control and monitoring of the process. This documentation is aimed at persons involved in the areas of operator control, planning, configuration and maintenance of automation systems with SIMATIC PCS 7. This documentation can also be used by project engineers to create tailor-made operating manuals/process control manuals for plant operators. For this purpose, use the supplied source document in Word format for further processing. You can find the source document "PCS 7 - Operating Instructions for Operator Station Process Control.doc" on the Process Control System; SIMATIC PCS 7 DVD in the "_Manuals \<language*>" folder. * Select your regional language for <language>. You can find additional information on this topic in the section "Creation of a plant-specific process control manual for operators (Page 157)". Access options You can find the PCS 7 documentation at the following locations: On the Process Control System; SIMATIC PCS 7 DVD After installation, on the computer On the Internet Operating Instructions, 11/2014, A5E AA 7

8 Preface Full versions of the documentation are available on the Internet pages of the "SIMATIC PCS 7 Technical Documentation": ( pcs7-documentation) Note PCS 7 Readme (Internet version) The information provided in the PCS 7 Readme on the Internet takes precedence over all PCS 7 documentation. Please read this PCS 7 Readme carefully; it contains important information and amendments on PCS 7. Documentation for PCS 7 on the Process Control System; SIMATIC PCS 7 DVD PCS 7 Readme (DVD version) The PCS 7 Readme on the Process Control System; SIMATIC PCS 7 DVD contains important information about PCS 7 and takes precedence over the PCS 7 documentation supplied with the product. After installation of PCS 7, you will find the document Process Control System PCS 7; PCS 7 Readme in the Windows Start menu using the following path: Siemens Automation > SIMATIC > Product Notes > <language> You can find the most important PCS 7 system documentation at the following locations: On the SIMATIC PCS 7 DVD in the "_Manuals" folder On every operator station on which the Windows Start menu is accessible, in the SIMATIC and Documentation submenus On the engineering station as online help (CHM file) for the SIMATIC Manager application On the engineering station as a PDF file in the Windows Start menu using the following path: Siemens Automation > SIMATIC > Documentation > <language> Note The following PCS 7 system documentation is included: Product overview Process Control System PCS 7; PCS 7 Documentation Configuration manual Process Control System PCS 7; Engineering System Function manual Process Control System PCS 7; PCS 7 - PC Configuration Configuration manual Process Control System PCS 7; Operator Station Function manual Process Control System PCS 7;.OS Process Control The product documentation is installed with the relevant product. 8 Operating Instructions, 11/2014, A5E AA

9 Preface Documentation for PCS 7 on the Internet (current versions) The latest documentation on the PCS 7 versions is available on the Internet page "Technical Documentation SIMATIC PCS 7": In the section "Software manuals for SIMATIC PCS 7..." The link to the latest system and product documentation of the particular PCS 7 version. The link to download the Setup for the latest system documentation "PCS 7 Documentation Portal Setup". Note PCS 7 Documentation Portal Setup Setup includes the complete system documentation for PCS 7 (PDF files and online help). You can install this Setup without PCS 7. The following documentation is updated when you install the Setup on the engineering station (completed and overwritten - if you select the original installation folder): Online help of the "SIMATIC Manager" application: (CHM files) System documentation for PCS 7 in the Windows Start menu: Siemens Automation > SIMATIC > Documentation > language > PDF files The PCS 7 Newsletter keeps you informed when new versions of the system documentation become available. The link to download the entire PCS 7 documentation as a Manual Collection in the My Documentation Manager ( ). The Manual Collection includes the manuals for hardware and software. In the section "Hardware Manuals for SIMATIC PCS 7..." The link to the latest manuals for components approved for a PCS 7 version. The link to the latest manuals for approved SIMATIC PCS 7 industry software for PCS 7. Catalogs, brochures, customer magazines and demo software This information is available on the Internet at: Information and Download Center ( Required basic knowledge You require general knowledge of automation engineering to understand this manual. It is also assumed that users have sufficient knowledge of using Windows operating systems for PC stations. Since process control with SIMATIC PCS 7 is based on the PCS 7 Engineering System and the PCS 7 Operator Station, knowledge of and experience using the engineering software is required. This knowledge is provided by the following PCS 7 configuration manuals: Process Control System PCS 7; Engineering System Process Control System PCS 7; Operator Station Operating Instructions, 11/2014, A5E AA 9

10 Preface Conventions In this documentation, the names of elements in the software interface are specified in the language of this documentation. If you have installed a multi-language package for the operating system, some of the designations will be displayed in the base language of the operating system after a language switch and will, therefore, differ from the designations used in the documentation. Changes compared to the previous version Below, you will find an overview of the most important changes in the documentation compared to the previous version: Information on the use of user-configured message classes You can find information on using the PCS 7 Maintenance Station in the documentation Process Control System PCS 7; Maintenance Station. Introduction to archiving with the Process Historian and editing reports with the Information Server. You can find more detailed information on this subject in the SIMATIC HMI; SIMATIC Process Historian documentation. 10 Operating Instructions, 11/2014, A5E AA

11 Additional documentation 2 The following table lists documentation in which you will find additional information. All content of the electronic manuals (PDF) is also found in the Online Help. After installing PCS 7, you can find the electronic manuals via the Start menu in the folder of the SIEMENS SIMATIC products/documentation/<language*>. Online help/manual Purpose After installation of SIMATIC PCS 7, can be opened with: Online help: Help for PCS 7, Configuration - Engineering System Manual: PCS 7 Process Control System Engineering System Online help: Help for PCS 7, Configuration - Operator Station Manual: PCS 7 Process Control System Operator Station Manual: SIMATIC Logon, SIMATIC Electronic Signature Manual: Process Control System PCS 7 PCS 7 faceplates Manual: Process control system PCS 7 Advanced Process Library Manual: SFC Visualization - manual for S7 Online Help: WinCC Information System Online help: StoragePlus Information System The documentation supports you during configuration with the SIMATIC PCS 7 Process Control System on an engineering station. The documentation supports you during configuration with the SIMATIC PCS 7 Process Control System on an operator station. This documentation supports you when setting up central access authorization administration with SIMATIC Logon The documentation describes the graphic representation and functions of faceplates and block icons. The documentation describes the functions, block I/Os and input/output fields of the respective faceplates. The SFC Visualization documentation supports you when configuring for the SFC visualization and describes how SFC charts and instances can be controlled and monitored by the operator. The documentation supports you in configuring the operator stations and in operating the operator stations in the process control. The documentation supports you in the configuration of views for OS reports and SIMATIC BATCH logs. Online help: Engineering System Manual: PCS 7 - Engineering System Configuration Manual Online help: Operator Station Manual: PCS 7 - Operator Station Configuration Manual Manual: SIMATIC Logon Manual: PCS 7 - Faceplates Manual Manual: PCS 7 - Advanced Process Library Manual Manual: SFC Visualization - Manual for S7 Online Help: WinCC > WinCC Information System Online Help: StoragePlus > StoragePlus Information System Operating Instructions, 11/2014, A5E AA 11

12 Additional documentation Online help/manual Purpose After installation of SIMATIC PCS 7, can be opened with: Manual: SIMATIC BATCH Manual: SIMATIC Route Control * Select your regional language for <language>. The documentation describes how batch process can be automated using the SIMATIC BATCH program package from SIMATIC PCS 7. The documentation describes how the transport of materials and products can be automated in plants using the SIMATIC Route Control program package from SIMATIC PCS 7. Manual: SIMATIC BATCH Manual: SIMATIC Route Control - Manual 12 Operating Instructions, 11/2014, A5E AA

13 Functions of the PCS 7 OS in process mode 3 Functional areas of the PCS 7 OS The individual functions of the operator control and monitoring system are organized according to the following functional areas on the basis of what they do. Graphics system - display and operator control of the process pictures Process information is displayed in the graphics system in process pictures, trends, or message pictures so that the current technological relationships can be quickly recognized. The various pieces of process information are displayed via system controls. You use operator process controls to intervene quickly and precisely in the running process. Trend system - analyzing the process The process values acquired and stored during process control are displayed in trends and can be used to analyze the process. Trend displays are displayed in process pictures, process windows or faceplates. Message system - process diagnostics Messages can be divided into four types: Process messages Process control messages Operator input messages System messages Messages from the automation system are displayed in chronological order in various message lists. Messages are displayed in message lists or acknowledged by the operator, if the operator has been assigned the relevant permission. Note Use of user-configured message classes When user-configured message classes are used, the operator should be informed additionally about the meaning of the configured message classes and their appearance. This documentation contains only information on the basic appearance. Logging system - documenting the process During process control, the logging system is used to document operations and messages and to acquire, process and output configured logs to a printer. Archive system - storage and display of process values, messages and logs. During process control, the archive system is used to store and display process values, messages and logs. Permissions for operators Operators can be assigned different permissions. Therefore, it is possible that the displayed information may differ depending on the user. We recommend that you assign users with the same permissions to appropriate user groups. Operating Instructions, 11/2014, A5E AA 13

14 Functions of the PCS 7 OS in process mode Organization of this documentation Following the introduction to the user interface below, you will find a section describing each functional area and the associated operator functions. 14 Operating Instructions, 11/2014, A5E AA

15 PCS 7 OS process mode - user interface Introduction This section introduces you to the appearance, purpose, layout, and various functions of the user interface for the OS in process mode. A project from the chemical industry is used as an example. Operating Instructions, 11/2014, A5E AA 15

16 PCS 7 OS process mode - user interface 4.2 Displaying objects in process mode 4.2 Displaying objects in process mode Global design You define the design of the user interface of a project in process control for the project in WinCC Explorer. Additional information For additional information on this topic, refer to the Process Control System PCS 7; Operator Station manual and the WinCC Information System Online Help. 16 Operating Instructions, 11/2014, A5E AA

17 PCS 7 OS process mode - user interface 4.3 Purpose of the user interface 4.3 Purpose of the user interface Purpose Essentially, the user interface for the OS in process mode fulfills the following purposes: The user interface provides you with a continuous overview of the entire plant and draws the plant operator's attention to problems. The user interface enables you to quickly change screens and navigate to specific process screens in which problems have occurred. The user interface enables fast operator control sequences using operator buttons at standardized positions. Operating Instructions, 11/2014, A5E AA 17

18 PCS 7 OS process mode - user interface 4.4 Layout of the user interface 4.4 Layout of the user interface Areas in the user interface The user interface of the OS in process mode is divided into the following areas: Overview area, see area (1) in the figure below Working area, see area (2) in the figure below Button area, see area (3) in the figure below Description of the areas The size of the user interface and the sizes of the three areas within it are specified by the configuration. The overview area and button area are always displayed. The working area displays message lists and individual process pictures that may have faceplates and operator control windows superimposed for process control or dialog boxes superimposed for system operator inputs. The button area consists of two sets of buttons. The operator can switch from one set to the other. An additional button set is provided for operator control of the message system. 18 Operating Instructions, 11/2014, A5E AA

19 PCS 7 OS process mode - user interface 4.5 Appearance of the cursor during process operation 4.5 Appearance of the cursor during process operation Form of the cursor You perform operator control functions in the "overview area", "work area" and "button area" by moving the cursor to a command button or an icon and pressing the left mouse button. You perform operator control functions when the cursor turns into a control cursor: No operator control can be performed if the cursor does not change. The cursor becomes a text cursor when you enter setpoints: Operating Instructions, 11/2014, A5E AA 19

20 PCS 7 OS process mode - user interface 4.6 Overview area 4.6 Overview area Purpose of the overview area Purpose of the overview area The overview area provides you with a constant overview of the status of the entire plant. The overview area is used for monitoring and fast detection of problems in the various areas of the plant. The overview area is displayed in various layouts according to the configuration. You can define an OS-specific layout in the OS project editor. The illustrations in this description are based on the "SIMATIC standard 1024*768" layout (standard resolutions up to 2560*1600 may be selected). Each plant area is represented by an area selection button in the overview area. If you click on an area selection button, the corresponding process picture of the highest picture hierarchy level is displayed in the working area. The message with the highest priority is displayed in the overview area. If two messages have the same priority, the latest one is displayed. Example of the overview area 20 Operating Instructions, 11/2014, A5E AA

21 PCS 7 OS process mode - user interface 4.6 Overview area Operator control functions in the overview area Operator control functions The "Icon/Function" column shows the icon and tooltip displayed during process control in the overview area. The reference in the "Assignment to function area" column shows you where to find more detailed information on the individual functions. Icon Function Description/functionality Assignment to function area "Highest priority messages" list (Page 71) Extended message line (Page 73) Message acknowledgment button (Page 67) Loop in Alarm (Page 72) Enabled area selection button (Page 65) Disabled area selection button Opens a list displaying all messages with priority 16 with the state active (incoming and incoming acknowledged). The list is displayed as a message window in the working area. Opens a list displaying all received messages. The list is displayed as a message window in the working area. Acknowledges the currently displayed message in the message line. When the currently displayed message in the message line is acknowledged with the acknowledgment button, it disappears from the message line. The now current and still unacknowledged message is displayed. Opens a process picture or faceplate containing the source of the message or caused by the message displayed in the message line. The configuration in the block list editor on the OS determines whether the process picture or the faceplate is displayed. The process picture is displayed as a new picture in the working area. The faceplate is displayed as a loop display in the working area and is superimposed over the process picture. Displays the corresponding area picture in the working area. The process picture configured at the highest level is displayed. An activated plant area is identified by a change of color of the area selection button. The operation of the area selection button depends on the permissions that have been allocated to the current user (operator) in the WinCC User Administrator. The button labels are formed from the names of the hierarchy folders in the plant view in SIMATIC Manager. All of the hierarchy folders created here are entered in process mode in the overview area. Message system Message system Message system Graphic system Graphic system Operating Instructions, 11/2014, A5E AA 21

22 PCS 7 OS process mode - user interface 4.6 Overview area Icon Function Description/functionality Assignment to function area Group display for the plant area (Page 70) Open Picture Tree Navigator (Page 66) Screen printout/hardcopy (Page 45) Status of assigned servers (Page 46) Password (Page 40) The group display shows the states of messages associated with a plant area in graphic form. You must click on each individual message button in the group display to display the corresponding process picture with the source of the message. A distinction is made between the following message states in the group display: A = Alarm violation of the alarm limit (white on red) W = Warning violation of the warning limit (black on yellow) S = Process control fault (yellow on black) O = Operator prompt (white on purple) X = One or more messages locked in this plant area. Note: Configuring the PCS 7 message system You can configure the appearance and function of the message keys (A, W, S, O) on a project-specific basis. Opens the process window of the Picture Tree Navigator in the working area. The Picture Tree Navigator helps you to quickly select secondary process pictures in a plant area and to display them in the working area of the user interface. Starts a printout of the screen content. The currently displayed process control screen content is written to a temporary file and immediately output to a connected printer. The status of the redundant server pair and the non-redundant server assigned to the OS client are displayed on the OS clients in the right section of the area overview. Operator button for user logon and logoff for process control. The name of the currently logged on user is displayed. Clicking on the "Password" icon displays the "System Logon" dialog box in the working area. If you have installed SIMATIC Logon, the "SIMATIC Logon Service" dialog box opens instead for user logon. When you click on the "Logout" button in the logon dialog box, the logged on user is logged off. Process mode closes and all operator controls are locked. The operator controls are enabled only after you log on again for process control. Graphic system System function System function System function System function 22 Operating Instructions, 11/2014, A5E AA

23 PCS 7 OS process mode - user interface 4.7 Work area 4.7 Work area Working area Display of process pictures The individual process pictures of the various plant areas are displayed in the working area. The process is displayed, controlled and operated in the process picture. Process pictures are displayed in the working area as a result of the following operator actions: Selecting an area selection button in the overview area Selecting a process picture via the Picture Tree Navigator in the overview area Select via the function "Loop in Alarm" in the overview area if a message is pending. Selecting one of the picture selection dialogs "Picture selection via measurement point" or "Picture selection by name" in the button set Selecting one of the navigation buttons for the picture hierarchy in the button set Selecting the "Recall screen composition" function in the button set, if you (as the loggedon operator) have assembled process pictures using the "Save screen composition" function Selecting the picture memory function in the button set such as "Output picture" or "Previous picture" The following figure shows an example of the working area: Operating Instructions, 11/2014, A5E AA 23

24 PCS 7 OS process mode - user interface 4.8 Button area 4.8 Button area Purpose of the button area Introduction Two button sets with standardized operator buttons are defined for process control in the OS. Button set 1 is displayed when you start process mode. Use the operator buttons in the button sets to toggle between them. Button set 1 Button set 2 Button color scheme Some buttons are display in color in two ways as can be seen in the figure above, "Button set 1, fourth button from right": Grayed out: The operator buttons in the button set are not active and cannot be used. For example, the operator does not have the required authorization or process pictures are missing. Colored: The operator buttons in the button set are active and can be used. Switching between the button sets You can switch between the two sets of buttons with the following operator buttons: Tooltips for the operator buttons When you place the cursor on one of the operator buttons within the set, the corresponding Tooltip is displayed. It contains a brief explanation of this operator button. The function is executed when you click the right mouse button. 24 Operating Instructions, 11/2014, A5E AA

25 PCS 7 OS process mode - user interface 4.8 Button area Operator control functions in button set 1 Overview of operator control functions The following tables lists the functions of button set 1. The "Icon/function" column shows the icon and tooltip displayed during process control. The "Required authorization" column shows the permission levels required to use this function from the User Administrator. The reference in the "Assignment to function area" column shows you where to find more detailed information on the individual functions. Icon Function Description/functionality Required authorization Change to button set 2 (Page 24) Password (Page 40) Message system (Page 74) Logs (Page 57) Load/configure trend groups (Page 99) If you have logged on to process control, button set 1 is displayed. To switch to button set 2, click the button shown here. Logs a user on and off for process control. Clicking on the "Password" icon displays the "System Logon" dialog box in the working area. If you have installed SIMATIC Logon, the "SI MATIC Logon Service" dialog box opens instead for user logon. When you click the "Logout" button in the logon dialog box, the current user is logged off, process control closes, and all operator controls are disabled. The operator controls are enabled only after you log on again for process control. Opens the message system with the incoming alarm list displayed in the working area. The incoming alarm list shows the messages from areas for which the user has permission and are not yet acknowledged. If the message system is open, a new button set (specifically for the message system) is displayed in the button area. Opens the "Logs" system dialog box that provides you with an overview of all logs. The dialog box provides you with additional information on the print jobs used in process mode. Opens the "Load/configure trend groups" system dialog box. This function is used to display graphically how selected process values change over time. None None None Authorization for area Authorization for area Assignment to function area System function System function Message system System function Trend system Operating Instructions, 11/2014, A5E AA 25

26 PCS 7 OS process mode - user interface 4.8 Button area Icon Function Description/functionality Required authorization Picture selection via process tag (Page 76) Picture via name (Page 80) Picture left (Page 66) Picture above (Page 66) Picture below (Page 66) Picture right (Page 66) Previous picture (Page 78) Opens the "Picture selection via measurement point" system dialog. This function is used to select a graphic based on the measurement point name and to display it in the working area. Opens the "Picture selection via name" system dialog box. This function is used to select a graphic based on a name and to display it in the working area. Displays the process picture that is located within the subarea level to the left of the previously displayed process picture in the working area. This function is used to call up process pictures from the picture hierarchy and to display them in the working area. Displays the process picture that is located in the next higher area level in the working area. This function is used to call up process pictures from the picture hierarchy and to display them in the working area. Displays the process picture located in the next lower area level in the working area. This function is used to call up process pictures from the picture hierarchy and to display them in the working area. Displays the process picture that is located within the subarea level to the right of the previously displayed process picture in the working area. This function is used to call up process pictures from the picture hierarchy and to display them in the working area. Displays the process picture last displayed in the working area. None The permission check is performed in the system dialog (Authorization for area) None The permission check is performed in the system dialog (Authorization for area) None None None None None Assignment to function area Graphic system Graphic system System function System function System function System function System function Next picture (Page 78) Displays the process picture selected next in the working area. None System function 26 Operating Instructions, 11/2014, A5E AA

27 PCS 7 OS process mode - user interface 4.8 Button area Icon Function Description/functionality Required authorization Store picture (Page 78) Recall picture (Page 78) Recall screen composition (Page 84) Save screen composition (Page 83) Delete screen composition (Page 84) Plant configuration (Page 51) Picture information (Page 44) This function saves the currently displayed process picture enabling you to later display it using the "Output picture" command. This displays the process picture saved with the "Store picture" function in the working area. Opens a screen composition of pictures and windows that has been previously saved. Only the screen compositions stored with the "Save screen composition" function can be selected in the dialog box. Screen compositions are assigned to the operator logged on and are available only to this operator. Saves the current composition of pictures and windows on the screen, enabling you to call it up again later. Deletes a screen composition of pictures and windows that has been previously saved. Displays in the working area the picture of the plant configuration that was configured in the "Lifebeat Monitoring" editor on the OS. This function is used to monitor OS servers, OS clients and automation systems (AS) that can be accessed over PC networks and industrial networks. The program displays the operating state of all monitored objects of the active process. The following states can be displayed: Connection established Connection not established = Fault Opens a dialog box in the working area providing information on the currently displayed process picture. None None Authorization for area Authorization for area Authorization for area Authorization for area None Assignment to function area System function System function System function System function System function System function System function Operating Instructions, 11/2014, A5E AA 27

28 PCS 7 OS process mode - user interface 4.8 Button area Icon Function Description/functionality Required authorization Acknowledge horn (Page 48) Acknowledge message (Page 47) Acknowledges the active signal of a signal generator, such as a horn. However, the alarm that triggered the horn is not acknowledged with this function. This function is also available in toolbar set 2. Acknowledges all the visible messages displayed in a process picture in the working area. The same function is available in button set 2. None Operator process control Assignment to function area System function System function Control functions in the button set 2 Overview of operator control functions The following tables lists the functions of button set 2. The "Icon/function" column shows the icon and tooltip displayed during process control. The "Required authorization" column shows the permission levels required to use this function from the User Administrator. The reference in the "Assignment to function area" column shows you where to find more detailed information on the individual functions. Icon Function Description/functionality Required authorization Change to button set 1 (Page 24) Switches from button set 2 back to button set 1. None Assignment to function area System function Change language (Page 56) BATCH Control Center (Page 53) Opens a dialog box in the working area in which you can select the required language for the user interface. Opens the SIMATIC BATCH Control Center application. This button is only available when SIMATIC BATCH is installed. The function opens the BATCH Control Center when BATCH Start Coordinator has been previously run. The BATCH Control Center is used to control and monitor the batch processes. The permission of the logged-on operator to work in the BATCH Control Center is verified. Monitoring None System function System function 28 Operating Instructions, 11/2014, A5E AA

29 PCS 7 OS process mode - user interface 4.8 Button area Icon Function Description/functionality Required authorization SFC Visualization (Page 54) Route Control Center (Page 55) Lock messages (Page 75) Unlock messages (Page 75) Opens the "Open SFC" dialog box in the working area. This toolbar button is only available in the button set and the corresponding online help is only available if you have installed the "SFC Visualization" software package. In the context of process control, SFC Visualization for operator control and monitoring of any number of sequential control systems (SFCs and SFC instances). Configuration is not possible in process mode. You can find additional information on working with SFCs in the relevant online help. Opens the SIMATIC Route Control Center application. This button is only available when "SIMATIC Route Control Client" software package is installed. The Route Control Center is used to control and monitor the material transports. The permission of the logged-on operator to work in the Route Control Center is verified. The "Lock messages" function is used to lock the triggering of messages for all single control units in the process picture affected by group displays directly in the automation system. The "Unlock messages" function is used to re-release the triggering of messages for all single control units in the process picture affected by group displays directly in the automation system. None None Process controls Process controls Assignment to function area System function System function System function System function Operating Instructions, 11/2014, A5E AA 29

30 PCS 7 OS process mode - user interface 4.8 Button area Icon Function Description/functionality Required authorization User permission (Page 49) Exit Runtime (Page 43) Acknowledge horn (Page 48) Acknowledge message (Page 47) Opens the "User Administrator" dialog box. The User Administrator is used to specify permissions for individual users involved in process control. All changes to user permissions are immediately applied to the process control system. Opens the "Exit Runtime" dialog box. This function is used to end process control. Acknowledges the active signal of a signal generator, such as a horn. However, the alarm that triggered the horn is not acknowledged with this function. This function is identical to the function in button set 1. Acknowledges all the visible messages displayed in a process picture in the working area. This function is identical to the function in button set 1. User management System change None None Assignment to function area System function System function System function System function Operator control functions in the button set of the message system How is the button set of the message system opened? When you select the "Message system" function in button set 1, the incoming alarm list is displayed in the working area. A new button set is also displayed in the button area. Functions and display elements in the button set of the message system The "Icon/function" column shows the icon and tooltip displayed as it is shown in the message system. For more detailed information, refer to the message system functions. 30 Operating Instructions, 11/2014, A5E AA

31 PCS 7 OS process mode - user interface 4.8 Button area Only the messages from areas for which the user has permission are displayed in the message list. Icon Function Description/functionality Predecessor picture (Page 78) Exits the message system and displays the last selected process picture again in the working area. Incoming list (Page 74) Acknowledgeable incoming list (Page 126) Acknowledged list (Page 124) Acknowledgeable acknowledged list (Page 126) Outgoing list (Page 124) Acknowledgeable outgoing list (Page 126) List of pending messages (Page 124) Acknowledgeable list of pending messages (Page 126) Process control list (Page 124) Operation list (Page 124) History list (Page 124) Shows the incoming list in the working area. When you open the message system the first time, the incoming list is displayed. The incoming list displays all messages that have not yet been acknowledged. Displays the acknowledgeable incoming list with two message lists in the working area. Shows the acknowledged list in the working area. The acknowledged list displays all messages that were acknowledged but have not exited. Displays the acknowledgeable acknowledged list with two message lists in the working area. Shows the outgoing state list in the working area. The existed state list displays all messages that have exited but have not yet been acknowledged. Displays the acknowledgeable outgoing list with two message lists in the working area. Displays the list of pending messages in the working area. The list of pending messages shows all acknowledged and unacknowledged messages that have not gone out yet. Displays the acknowledgeable list of pending messages with two message lists in the working area. Shows the process control list in the working area. The process control list shows all PCS 7 process control messages from the AS, field devices, I/O and OS. Shows the operation list in the working area. The operation list shows all operator input messages, for example, operator input in faceplates in the set order. Shows the history list in the working area. The history list displays all the events reported in process mode. List of hidden messages (Page 138) Shows the list of hidden messages in the work area. The list shows all active "manually and automatically hidden messages". Operating Instructions, 11/2014, A5E AA 31

32 PCS 7 OS process mode - user interface 4.8 Button area Icon Function Description/functionality Acknowledgeable list of hidden messages (Page 126) List of messages to be hidden (Page 139) Displays the acknowledgeable list of hidden messages with two message lists in the working area. Shows the list of messages to be hidden in the work area. The list shows all the messages that are to be hidden while pending. Acknowledgeable list of messages to be hidden (Page 126) Lock list (Page 124) Print message sequence report Acknowledge horn (Page 48) Displays the acknowledgeable list of messages to be hidden with two message lists in the working area. Displays the lock list in the working area. The lock list displays all messages that are locked. Prints message events as a message sequence report in chronological order on a connected printer. With line printers, an incoming message is immediately sent to the printer. With page printers, the page is not printed until the appropriate number of messages have arrived. The printout can be triggered with a button when the page is not yet full. This function is identical to the function in button set 1 and 2. Acknowledge message (Page 47) Acknowledges all visible messages in the message list. 32 Operating Instructions, 11/2014, A5E AA

33 PCS 7 OS process mode - user interface 4.9 Window types for process operation 4.9 Window types for process operation Window types for process operation Window types Windows overlay the pictures in the working area. This occurs when operator controls are made in the overview, working and button areas. The different window types are: Preconfigured process windows Process windows contain process pictures, faceplates or operator controls. Preconfigured system windows System windows contain warning and instruction dialog boxes. Preconfigured system dialog boxes The window of the Picture Tree Navigator that displays the hierarchy of the process pictures. Operating Instructions, 11/2014, A5E AA 33

34 PCS 7 OS process mode - user interface 4.9 Window types for process operation Preconfigured process windows Process windows are preconfigured by the system. Process picture Pictures displayed as a process picture with the "Picture selection by name" function open with a predefined size and position in the working area. You can change the size of the picture. The following figure shows an example of a process picture in the process window: Faceplate Faceplates as a group picture open with a predefined size and position in the working area. You cannot change the size. The following figure shows an example of a faceplate as a group picture in the process window: Extensions of the faceplate Extensions of the faceplate are displayed in the course of operations and are used to enter parameters. In the extensions, you enter values in a command line or select a value by clicking on a scroll bar. When you have completed the operation, for example, by clicking "OK", the extension closes. 34 Operating Instructions, 11/2014, A5E AA

35 PCS 7 OS process mode - user interface 4.9 Window types for process operation Extensions open in a predefined size and position within the window of the faceplate. You cannot change the size or move them. The following figure shows an example of a faceplate extension: Preconfigured system windows System windows appear in the course of operator inputs and display explanatory texts relating to the errors or hazards detected by the system. System windows can contain warnings and picture information. System windows are displayed at a preconfigured position in the working area. The following figure shows an example of a system window: Preconfigured system dialog boxes System dialog boxes are displayed in the course of operator inputs using the button sets in the working area. You can only change the size of dialog boxes within the working area if they require a lot of space due to selection boxes. All system dialog boxes can be moved within the working area. The dialog boxes include, for example, the "Picture selection via name," "Reports" or "Recall screen composition" functions. The following figure shows an example of the system dialog for picture selection by name: Operating Instructions, 11/2014, A5E AA 35

36 PCS 7 OS process mode - user interface 4.9 Window types for process operation Window of the Picture Tree Navigator The Picture Tree Navigator window opens in process mode at the preconfigured position and in the maximum picture size. The size of the window can be changed. The window does not extend beyond the working area even for large picture trees. You can, however, select the lower section of the tree in any case. The following figure shows an example of the window of the Picture Tree Navigator: 36 Operating Instructions, 11/2014, A5E AA

37 System operator inputs What are system operator inputs? System operator inputs System operator inputs have no effect on the process. They only affect the OS internally. System operator inputs include, for example: Selection of process pictures and dialog boxes Repositioning pictures in their windows Operating Instructions, 11/2014, A5E AA 37

38 System operator inputs 5.2 Overview of system operator inputs 5.2 Overview of system operator inputs Overview of system operator inputs System operator input can be made on a PCS 7 OS. These system operator inputs are described in detail in the sections below. System operator inputs for logging on and off for process control What? Where? Log on for process control (Page 40) Overview area or button set 1 Log off as a user (Page 41) Overview area or button set 1 Changing the user (Page 42) Overview area or button set 1 Exit process mode (Page 43) Button set 2 System operator inputs during process control What? Display tool tips (Page 44) Where? Display image information (Page 44) Button set 1 Create a screen dump (Page 45) Status display for servers (Page 46) Overview area and button area Overview area Overview area Acknowledge messages (Page 47) Button sets 1 and 2 Acknowledge signal generators (Page 48) Button sets 1 and 2 Create new user (Page 49) Button set 2 Display monitoring of your plant configuration (Page 51) Button set 1 Open the BATCH Control Center (Page 53) Button set 2 Visualizing an SFC in process mode (Page 54) Button set 2 Open the Route Control Center (Page 55) Button set 2 Change the language (Page 56) Button set 2 Display print jobs (Page 57) Button set 1 Displaying a print preview (Page 58) Button set 1 38 Operating Instructions, 11/2014, A5E AA

39 System operator inputs 5.3 Log on and log off for OS process control 5.3 Log on and log off for OS process control Overview of the options for logging on for process control Requirement The user wishing to log on has been created as an Operator. Logon options The following table shows the options for logging on to process control in the OS. Note If no password has been assigned, process control without log on is possible. Where? Icon Function How? "Password" button in the overview area (Page 21) "Password" button in button set 1 (Page 25) Password Password Entry of the user name and password in the logon dialog box (Page 40) Entry of the user name and password in the logon dialog box (Page 40) Smart card reader Insert the smart card in the reader (Page 40) Biometric identification system (e.g. fingerprint system) Use the biometric system in accordance with the instructions for use (Page 41) Logging on via SIMATIC Logon If you use SIMATIC Logon, you have the following options for logging on: Password Smart card Biometric identification system Screen savers Note Do not activate screen savers on PC workstations used for process control. Operating Instructions, 11/2014, A5E AA 39

40 System operator inputs 5.3 Log on and log off for OS process control How to log on for process control using a user name and password Icon in the user interface Icon Function Where? Password Overview area Password Button set 1 Requirement A user name (logon name) and password are configured for the user. Procedure 1. Click the "Password" icon in the overview area or use the identical icon in button set 1. If you do not use SIMATIC Logon, the "System Login" dialog box is displayed in the work area. If you use SIMATIC Logon, the "SIMATIC Logon Service" dialog box opens. 2. Perform one of the following steps: Enter your user name (logon name) and your password in the "System Login" dialog box. Enter your user name (logon name) and password in the "SIMATIC Logon Service" dialog box and select the logon domain or computer name from the drop-down list. Result After a successful logon, the available function buttons are activated in the overview and button areas. Operator control and monitoring of the process is now possible How to log on for process control using a smart card Requirements A smart card reader has been set up. You use an administered smart card for logging on. Procedure 1. Insert the smart card in the smart card reader. 40 Operating Instructions, 11/2014, A5E AA

41 System operator inputs 5.3 Log on and log off for OS process control Result The user who is managed on the smart card is logged on How to log on for process control using a biometric system Requirements SIMATIC Logon is installed with an associated license key. A biometric system, e.g. a fingerprint system, is installed. Procedure 1. Use the biometric system in accordance with the instructions for use. The "SIMATIC Logon Service" dialog box opens. 2. Select the logon domain or the computer name from the drop-down list How to log off as a user Introduction You can log off as a user of process control in the "System Login" or "SIMATIC Logon Service" dialog boxes. Rules You must log off if you wish to prevent another user being able to operate the plant under your name. If you have logged on as a user with a smart card, the smart card must be removed from the smart card reader before another user can log on for process control. Note The user is logged off automatically when an automatic logout (logout after a set time) is configured. For more information on the settings in the user administrator, refer to the WinCC Information System Online Help. Operating Instructions, 11/2014, A5E AA 41

42 System operator inputs 5.3 Log on and log off for OS process control Icon in the user interface Icon Function Where? System logon Overview area Password Button set 1 Procedure Where? Icon Function How? "Password" button in the overview area (Page 21) or "Password" button in button set 1 (Page 25) Password Password 1. Click the "Password" icon in the overview area or the identical icon in button set 1 to open the "System Login" or "SIMATIC Logon Service" dialog box. 2. Click the "Logout" or "Logoff" button in the "System Login" or "SIMATIC Logon Service" dialog box. Smart card reader 1. Remove your smart card from the reader. Biometric identification system (e.g. fingerprint system) 1. Use the biometric system in accordance with the instructions for use. 2. Click the "Logout" or "Logoff" button in the "SIMATIC Logon Service" dialog box. Result The main operator control functions in the overview area and button area are disabled in the user interface. The process picture displayed in the working area is closed. As a result, operator control and monitoring of the process is no longer possible. The operator controls are enabled only after you log on again for process control How to change the user for process control Procedure 1. If no user is logged on at the time of your system logon, proceed as described in "How to log on for process control using a password (Page 40)". 2. If another user is logged on when you log on, he must first log off. Proceed as described in "How to log off as a user (Page 41)". Note If you have logged on as a user with a smart card, the smart card must be removed from the smart card reader before another user can log on for process control. 42 Operating Instructions, 11/2014, A5E AA

43 System operator inputs 5.3 Log on and log off for OS process control How to exit process mode Introduction You must exit process mode by using the "Exit process mode" function in button set 2. Icon in the user interface Icon Function Where? Exit process mode Button set 2 Procedure 1. Switch to button set 2 by pressing the "Change button set" button. 2. Click on the "Close process mode" icon. The "Exit Runtime" dialog box is displayed in the working area: 3. Click "Deactivate" to exit process mode. Note Ending process mode on redundant systems If the process mode of the PC station is to be ended manually and the redundancy partner of the PC station is not available, a corresponding message informs you of this status. In this case, you can cancel the process for ending process mode. These actions are logged. Result Process mode ends. The user interface is closed. Operating Instructions, 11/2014, A5E AA 43

44 System operator inputs 5.4 Carrying out system operator inputs 5.4 Carrying out system operator inputs How to display tooltips for toolbar buttons Procedure 1. Tooltips are displayed for toolbar buttons in the overview and button areas when you position the cursor briefly over an icon How to display picture information Introduction You can show information about the process picture currently displayed in the working area. If the process picture changes while the window is open, the data in the window are updated and relates to the process picture now displayed in the working area. Icon in the user interface Icon Function Where? Picture information Button set 1 Procedure 1. Click the "Picture Information" icon in button set 1 in the button area. Result The "Information on picture in the working area" dialog box is displayed in the working area and overlays the process picture displayed there. The following figure shows the "Info in the working area" dialog box: 44 Operating Instructions, 11/2014, A5E AA

45 System operator inputs 5.4 Carrying out system operator inputs How to print the screen content Introduction With the "Hardcopy" function, you can print the content of the screen. This hardcopy is output immediately to a connected printer. Requirement A printer must be connected to the OS client on which the process is visualized or a network printer must be available. Icon in the user interface Icon Function Where? Screen printout/hardcopy Overview area Procedure 1. Click the "Hardcopy" button to start the screen printout. Operating Instructions, 11/2014, A5E AA 45

46 System operator inputs 5.4 Carrying out system operator inputs Result The screen content is written to a temporary file and output immediately to a connected printer. Note If you start the screen printout function although no printer is connected to the OS, a process control message is generated and displayed in the message system in the incoming alarm list and the process control list How to open the status display for servers Introduction The status of the redundant server pair and the non-redundant server assigned to the OS client are displayed on the OS clients in the right section of the area overview. Icon in the user interface Icon Function Where? Group display In the right section of the area overview Procedure 1. Click the group display in the right section of the area overview. The dialog window "Status of connected servers" opens. 46 Operating Instructions, 11/2014, A5E AA

47 System operator inputs 5.4 Carrying out system operator inputs Result The servers assigned to the OS client are displayed for each OS project. The color of the server name indicates the status of the respective server: Server name is green: Server is "OK". Server name is red: Server "faulty" The status can be acknowledged. Server is not in process mode. Server does not have the status "OK". Server does not have an error-free network connection Font color of the server name is yellow: Server "faulty" with disrupted redundancy The status can be acknowledged. Possible reaction in a redundant system in which a server (Server A) is unavailable (planned e.g. maintenance / unplanned e.g. fault) and the partner server (Server B) goes to a fault state. In this case, server B remains available for the clients. When Server A is back in process mode and synchronized with Server B, Server B decouples the clients and goes to status: Server "faulty". This makes operation of the redundant system possible, even if both servers are not working without error. Meaning of the icon color in the area overview Icon color Green red Red (flashing) Yellow Yellow (flashing) Meaning The monitored servers are in process mode and have the status "OK". One server or multiple servers have the state: Server "faulty". The fault state has not yet been acknowledged. One server or multiple servers have the state: Server "faulty" with disrupted redundancy. The fault state has not yet been acknowledged. (no icon) The process "CCEmergencyWatchRTServer.exe" is missing in the startup list on the OS client. No server data is loaded on the client How to acknowledge messages Introduction The function with the display element shown below has two different operating modes: When you click the icon in button set 1 or 2, all messages in the open process picture are acknowledged. For additional information refer to the section "Acknowledging messages in process screens." When you click the icon in the message system, all visible messages in the incoming alarm list are acknowledged. You can find additional information in the section "Acknowledging messages in the incoming alarm list". Operating Instructions, 11/2014, A5E AA 47

48 System operator inputs 5.4 Carrying out system operator inputs Icon in the user interface Icon Function Where? Acknowledge fault Button sets 1 and 2 Acknowledging messages in process pictures You acknowledge all messages displayed in the group displays or faceplates with the "Acknowledge Fault" function in button sets 1 and 2. This occurs regardless of whether or not the message system is open. Acknowledging messages in the incoming alarm list You can acknowledge all the visible messages in the incoming alarm state list using the "Acknowledge messages" in the button set of the message system. Messages that have not exited the state are transferred from the incoming alarm list to the acknowledged list. You acknowledge only the messages visible on the screen in the incoming alarm list. This means that you have the security of knowing that you are acknowledging only those messages that you have actually seen. Individual messages in the incoming alarm list are acknowledged as follows: 1. Disable the function "Autoscroll" by clicking on the "Autoscroll" icon in the message window toolbar. 2. Select the message you want to acknowledge. The message is indicated as selected in the column with the message numbers. 3. Click the "Acknowledge message" icon in the toolbar of the message window How to acknowledge a signaling device Signaling devices Signaling devices, for example horns or lights, are used to output an audible or optical signal when a message arrives. Using the "Horn" editor on the OS, you can configure the signals to be triggered when certain messages arrive. In process mode, you must acknowledge the horn signal. You also acknowledge a horn signal when the corresponding message is acknowledged. Icon in the user interface Icon Function Where? Acknowledge horn Button sets 1 and 2 48 Operating Instructions, 11/2014, A5E AA

49 System operator inputs 5.4 Carrying out system operator inputs Procedure 1. Click the "Acknowledge horn" icon in button set 1 or 2 to acknowledge a signaling device, such as a horn or light. Result The audible or optical signal stops. The triggering message remains in the message line in the overview area and in the incoming alarm list of the message system and must be acknowledged separately there How to create new users and assign permissions You can find information on creating users and using SIMATIC Logon in the installation manual Process Control System PCS 7; PCS 7 PC Configuration. User Administrator You can create new users and assign user permissions in the User Administrator. If you do not configure users in the User Administrator, all operator inputs are always available. If you have configured users for process control in a project, however, a user must log on with the necessary rights in order to use the protected operator control functions. You need authorization for the "User Administration" level to start the User Administrator in process mode. All modifications to the user permission are applied in process mode when the user logs on. Assigning rights for domain users when using SIMATIC Logon 1. Create the users and user groups for process control in the domain. You can find information on the basic procedure in a Windows domain in the documentation Process Control System PCS 7; PCS 7 PC Configuration; section "Setting up user groups and users". 2. Add the appropriate groups from the Active Directory in the User Administrator. 3. Assign these groups the required authorizations for process control. User hierarchies in PCS 7 The permissions listed below correspond to the user hierarchies in SIMATIC PCS 7. The following default permissions can neither be deleted nor modified. No. Authorization Meaning 1 User management The user logged on can open user administration and make modifications. 2 Authorization for area The user logged on can select the authorized plant areas in the overview area. Operating Instructions, 11/2014, A5E AA 49

50 System operator inputs 5.4 Carrying out system operator inputs No. Authorization Meaning 3 System change The user logged-on is given permission to change the state, for example, permission to end process mode. 4 Monitoring The user logged-on can monitor the process but cannot perform operator inputs. For example, he cannot open the BATCH Control Center. 5 Process controls The user logged-on can perform process control. 6 Higher process controls The user logged on has permission to perform actions that have lasting effects on the process, e.g. changing the limits of a controller. 7 Report system The user logged-on can use the report function in process mode Web access - monitoring only The user logged-on can only monitor the process mode on a Web client Highest process controls This permission is used for the PCS 7 Advance Process Library Extended operation 1 Free project-specific operator authorization 1102 Extended operation 2 Free project-specific operator authorization Pre-assigned authorizations that are not listed in the table above are not relevant for PCS 7. Icon in the user interface Icon Function Where? User permission Button set 2 Procedure 1. Click the "Change button set" icon to switch to button set Click the "User Authorization" icon. 50 Operating Instructions, 11/2014, A5E AA

51 System operator inputs 5.4 Carrying out system operator inputs Result The "User Administrator" window is displayed in the working area: Additional information Manual SIMATIC; SIMATIC Logon For additional information about using the user administrator refer to the section "Working with WinCC > Establishing the user administration" in the WinCC Information System online help How to display your system configuration monitoring Note Disabling lifebeat monitoring If you are running a maintenance station in the plant, "Lifebeat Monitoring" must be disabled. Operating Instructions, 11/2014, A5E AA 51

52 System operator inputs 5.4 Carrying out system operator inputs Lifebeat Monitoring Lifebeat monitoring continuously monitors the individual systems such as operator stations and automation systems. It is automatically initiated for the configured components following a restart and is executed cyclically. If a node repeatedly provides no response, the monitor generates a process control message that is displayed in the incoming list in the message system, for example "Connection fault to AS device". Displaying faults in the picture of the plant configuration The plant configuration picture is configured in the OS. In process mode, all of the components to be monitored are displayed graphically. Components that are currently not functional, for example, due to a fault, are shown crossed through in the plant configuration picture. The following figure shows an example of a fault in the connection to the AS: Icon in the user interface Icon Function Where? Plant configuration Button set 1 Procedure 1. Click the "Plant configuration" icon in button set 1. Result The plant configuration picture configured on the OS is displayed in the working area. The process picture replaces any process picture displayed there. With the "Previous picture" function in button set 1, you can change back to the last displayed process picture in the working area. 52 Operating Instructions, 11/2014, A5E AA

53 System operator inputs 5.4 Carrying out system operator inputs Additional information For additional information about configuring a plant configuration picture refer to the section "Options > Options for Process Control > Lifebeat Monitoring" in the WinCC Information System online help Reaction to a malfunction of the user interface of an OS client Introduction The following message may be displayed on an OS client due to a malfunction: "This station has an inoperable status. Please inform your service management or restart this computer." The cause of the message can only be determined by running an analysis. Contact your Siemens representative or Customer Support The OS client must be rebooted. Procedure Click "Restart computer". Note Authorization for restart required If the logged on user is not authorized to trigger a restart on the OS client, the restart has to be triggered via a remote connection with administrator rights. shutdown /m \\<Computer name> f r t 10 Example: shutdown /m \\server01 f r t How to open the BATCH Control Center Introduction The "BATCH Control Center" icon is displayed in button set 2 if SIMATIC BATCH is installed on the OS. Requirement You can only open the BATCH Control Center on the OS if the BATCH server and its associated databases are active. Operating Instructions, 11/2014, A5E AA 53

54 System operator inputs 5.4 Carrying out system operator inputs Icon in the user interface Icon Function Where? BATCH Control Center Button set 2 Procedure 1. Switch to button set 2 and click the "BATCH Control Center" icon. Result The user interface of the BATCH Control Center is displayed in the work area and is superimposed over any process picture displayed there. You can resize and reposition the window of the BATCH Control Center within the work area. If you activate the pin function at the far left in the toolbar of the BATCH Control Center, the BATCH Control Center remains in the foreground, for example, even when you acknowledge a message in the overview of the user interface. Additional information For additional information on SIMATIC BATCH refer to the SIMATIC BATCH manual or the Getting Started (PDF) document for SIMATIC BATCH How to visualize an SFC chart in process mode Introduction In process mode, you can call, manipulate and monitor any number of SFC charts and SFC instances at one time. Configuration is not possible in process mode. SFCs are downloaded to the AS and then to the OS. Only then are the SFCs available to you for operator control and monitoring in process mode. Icon in the user interface Icon Function Where? SFC Visualization Button set 2 54 Operating Instructions, 11/2014, A5E AA

55 System operator inputs 5.4 Carrying out system operator inputs Procedure 1. Switch to button set 2 and click the "SFC Visualization" icon. The "Open SFC" dialog box is displayed in the work area. 2. Select a hierarchy folder in the left window. 3. Select an SFC name and click "OK". The overview screen of the SFC is displayed in the work area. 4. Click in the overview picture to display the relevant SFC in the work area. Additional information For additional information on operating within an SFC chart or an SFC instance refer to the section ""Options > Sequential Function Chart > SFC documentation > SFC operation and monitoring in the WinCC Information System Online Help Open the Route Control Center. Introduction The "Route Control Center" icon is displayed in button set 2 if the "SIMATIC Route Control Client" software package is installed on the OS. Requirement You can only open the Route Control Center on the OS if the Route Control server is activated. Icon in the user interface Icon Function Where? Route Control Center Button set 2 Procedure 1. Switch to button set 2 and click the "Route Control Center" icon. Result The user interface of the Route Control Center is displayed in the working area and is superimposed over any process picture displayed there. You can resize and reposition the window of the Route Control Center within the working area. If you activate the pin function at the far left in the toolbar of the Route Control Center, the Route Control Center remains in the foreground, for example, even when you acknowledge a message in the overview of the user interface. Operating Instructions, 11/2014, A5E AA 55

56 System operator inputs 5.4 Carrying out system operator inputs Additional information For additional information on the SIMATIC Route Control refer to the SIMATIC Route Control Manual How to change the language of the user interface User interface language You can switch the language of the user interface in process mode. Language switchover depends on which version of PCS 7 is installed. These are the languages for display devices that have been configured by the project engineer. The following table shows which languages are supported by each version for system dialog boxes such as "Filter messages", "Configure trend groups" or "SFC visualization": Languages PCS 7 European version English X X German X French X Spanish X Italian X Chinese X PCS 7 Chinese version After you have switched languages, all user interface texts, such as tooltips for functions within the button sets, are displayed in the selected language. Prerequisite is that the foreign language texts have been configured. System texts that have not been translated into other languages will be displayed in English in the case of the European version of PCS 7 and in Chinese if it is the Chinese version that has been installed. Additional information The following manuals provide information about switching languages for SIMATIC BATCH and SIMATIC Route Control: SIMATIC BATCH Manual SIMATIC Route Control Manual. Icons in the user interface Icon Function Where? Change language Button set 2 56 Operating Instructions, 11/2014, A5E AA

57 System operator inputs 5.4 Carrying out system operator inputs Procedure 1. Switch to button set 2 and click the "Change language" icon. The "Change language" dialog box opens allowing you to select the language you require. 2. Select the check box for the language. A message window indicates that the language change has been made. Result The user interface functions and process picture text elements will switch over to the selected language. In order to force certain parts of OS pictures to switch language you will need to select the picture concerned again How to display print jobs Display of print jobs The "Reports" function provides you with additional information on the print jobs used in process mode. You obtain the following information, for example: Which layout is assigned to a print job? When will a scheduled print job be printed? Which printer will be used for the print job? You can display your own print jobs and user-defined print jobs. You create the layout and enter the settings for print jobs in the "Report Designer" editor on the OS. Icon in the user interface Icon Function Where? Logs Button set 1 Procedure 1. Switch to button set 1 and click the "Reports" icon. Result The "Reports" window appears in the working area. You can select various display options in the toolbar. You can recognize an assigned print job by the colored icon in the "Name" column. You exit the dialog box with the "Close" icon in the title bar. The following figure shows the "Reports" window: Operating Instructions, 11/2014, A5E AA 57

58 System operator inputs 5.4 Carrying out system operator inputs How to display a print preview Displaying a print preview You can display report jobs as a preview before printing them. Icon in the user interface Icon Function Where? Logs Button set 1 Procedure 1. Switch to button set 1 and click the "Reports" icon. The "Report" dialog box opens. 2. Select a report job. 3. Select the command Preview from the shortcut menu. Result The print preview is displayed. 58 Operating Instructions, 11/2014, A5E AA

59 Graphic system - display and operation of process pictures Functions and Outputs of the Graphic System Graphic system You use the graphic system for operator control and monitoring of processes. Process control takes place in the work area. The purposes of the graphic system include: Displaying the plant in a plant overview Displaying process pictures in the workspace Operator process controls and system operator inputs Displaying alarm states These functions are described in the following sections. Operating Instructions, 11/2014, A5E AA 59

60 Graphic system - display and operation of process pictures 6.2 Process Pictures 6.2 Process Pictures Process Pictures Process pictures are user-configured pictures that display plants or plant units and allow operator intervention in the process. Process pictures are displayed in the working area and can be repositioned within this area. They consists of a static and a dynamic picture component. The operator can control both the static and the dynamic elements depending on the configuration. The following figure shows an example of a process picture: 60 Operating Instructions, 11/2014, A5E AA

61 Graphic system - display and operation of process pictures 6.3 Elements in Process Pictures 6.3 Elements in Process Pictures Static and dynamic picture components There are two components to process pictures: Picture component Static picture component Dynamic picture component Element All picture elements that do not change within the display All picture elements that display process values or states, e.g.: Analog display (extended) Bar graph 3D bar graph Group display Input texts Output texts Trends Status displays Extended status display Block icons Faceplates Message lists Operating Instructions, 11/2014, A5E AA 61

62 Graphic system - display and operation of process pictures 6.3 Elements in Process Pictures Dynamic picture components Icon Process value Description Analog display (extended) Bar graph Analog displays (extended) output process values in numeric form. For example, limit violations can be displayed by changing the color or pattern of the background. The values can be shown in the following formats: Integers (whole numbers with 2 to 9 places) Fixed-point values (fixed decimal point position, 2 to 9 places before, and 0 to 5 places after the decimal point) Floating-point values (tag decimal point position depending on the magnitude of the value, 2 to 8 digits before, and 1 to 7 digits after the decimal point) Exponential number Bar graphs display process values in analog form. The current value is then represented by a scalable bar. The following types of bar graph displays are available: Simple bar graphs for analog values for displaying the process value. Double bar graphs for analog values for simultaneous display of the setpoint and process values. Horizontal bar graphs for displaying a bar horizontally, for example, for manipulated variables. "Limit display" bar graph for displaying high and low limits. 3D bar graph 3D bar graphs are available for graphically displaying values relative to an high and low limit. Limit violations can be indicated by a color change. Group display Input text Output text Display of alarm and warning states Note: Configuring the PCS 7 message system You can configure the appearance and function of the message keys (A, W, S, O) on a project-specific basis. Input texts are dynamic texts that you enter into a field of predetermined length (number of characters). If the field is only partially filled, the rest is filled with the fill character specified by the creator. Characters configured as impermissible are not displayed on the screen. Output texts are dynamic texts that are output in a field of predetermined length (number of characters). For example, you can display process states in plain text or display context-dependent operator prompts. Multiline texts can be configured. 62 Operating Instructions, 11/2014, A5E AA

63 Graphic system - display and operation of process pictures 6.3 Elements in Process Pictures Icon Process value Description Trend Trend displays permit the monitoring of current or archived process trends in the time domain. Status display Status displays are small graphics (icons) that appear in pictures. They enable process or plant states to be tracked. An example of a status display is a valve icon that changes its color and position depending on the status of the valve. Status displays can consist of different icons or the same icon in different colors/patterns. Extended status display Block icon Faceplate The state of tags can be combined with the message status within the extended status display Examples: Display of operating mode, M = manual, A = automatic Display of the setpoint, I = internal, E = external Graphic display as overview information of a technological, operator controlled and monitored block of the AS. The block icon is usually placed in a process picture. A software block that allows operator control and monitoring of a block instance in process mode on an OS. If you want to control and monitor a block instance in process mode on the OS, you will need an associated faceplate. The faceplate contains the graphic representation of all elements of the technological block intended for operator control and monitoring. The faceplate is displayed in its own process window in process mode on the OS. A faceplate exists for every technological block type in the PCS 7 library. Operating Instructions, 11/2014, A5E AA 63

64 Graphic system - display and operation of process pictures 6.4 What are Process Controls? 6.4 What are Process Controls? Process controls You use process controls to adjust automation system values, such as setpoints, valve positions and limits. The operator who is logged on must have been assigned the necessary permissions for using process controls. The following table shows examples of process value controls: Function and representation Digital value operation Description Manual/Automatic Incremental/decremental analog value control Increase/decrease value using "direct control" Scrollbar control Assign setpoints via scrollbar Process operation areas You can execute process controls in the following areas: Overview area (Page 65) Button area (Page 74) Process pictures (Page 86) 64 Operating Instructions, 11/2014, A5E AA

65 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area 6.5 Control elements of the overview area Overview of operator input in the overview area Introduction Each plant area in the overview area is represented by an area selection button, an associated group display and a button for opening the Picture Tree Navigator. Overview The following operator inputs are available in the overview area: Changing the plant area using the area selection button (Page 65) Opening the Picture Tree Navigator (Page 66) Acknowledgment of messages in the message line (Page 67) Group display status (Page 68) Displaying the alarm source using the group display (Page 70) Displaying the list of "highest priority messages" (Page 71) Displaying the alarm source for the queued message (Loop in Alarm) (Page 72) Displaying the "extended message line" (Page 73) How to navigate to plant areas Area selection buttons in the overview area Process pictures of the individual areas are displayed in the work area. They can be selected in the overview area using area selection buttons. Display of the area selection buttons There are three color display schemes for the area selection buttons. Display No color (gray) Black text on a gray background Black text on a cyan background Description The button is disabled. No area pictures can be selected. This is the case if the currently logged on operator does not have the "Authorization for area". The button is enabled. You can display the area picture with this and in the work area. Currently selected plant area Operating Instructions, 11/2014, A5E AA 65

66 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area Icon in the user interface Icon/function Where? Area selection buttons in the overview area Procedure 1. Click on an area selection button, such as "RMT1," in the overview area to open a process picture of the "RMT1" area. Result The process picture selected with an area selection button in the overview area is displayed in the work area Opening the Picture Tree Navigator Picture Tree Navigator In the Picture Tree Navigator, you select hierarchically structured process pictures and display them in the working area. If there are additional sub-area levels containing process pictures behind an area selection button in the overview area, you can select these in the Picture Tree Navigator. The Picture Tree Navigator adopts the hierarchical structure from the "Plant view". Navigation in the picture hierarchy In the Picture Tree Navigator, you navigate through the tree provided and select process pictures. In addition to the Picture Tree Navigator, you can also use the "Picture left", "Picture up", "Detailed picture" and "Picture right" functions in button set 1 to navigate through the picture hierarchy. With the "Picture up" and "Detailed picture" functions, you change from one sub-area level to another, for example, from sub-area level 1 to sub-area level 2. With the "Picture left" and "Picture right" functions, you navigate within a sub-area level but do not change levels, for example, from sub-area level 1 process picture 1 to sub-area level 1 process picture 2 and back. The navigation buttons in button set 1 are only available when the hierarchical structure of SIMATIC Manager contains the same process pictures as in the Picture Tree Navigator. Icon in the user interface Icon Function Where? Open Picture Tree Navigator To the right of the overview area beside a group display. 66 Operating Instructions, 11/2014, A5E AA

67 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area Procedure 1. Click the "Open Picture Tree Navigator" icon to the right of the group display of an area selection button. Result The Picture Tree Navigator is displayed as a process window in the working area and is superimposed over any process picture displayed there. The following figure shows the Picture Tree Navigator: Operator input in the Picture Tree Navigator The following operations are possible in the Picture Tree Navigator: You can open and close the sub-area by clicking on the plus and minus signs. If neither character is present, there is no sub-area below this. If there is no picture, the picture selection button is gray-out. When you click on the icon with the area label, this process picture is displayed in the working area and the process window of the Picture Tree Navigator closes. This response is set by default in the OS project editor and can be changed there. If you open the Picture Tree Navigator for an area and one of these area pictures is already open in the working area, the area name is shown in the Picture Tree Navigator with a cyan background. Each area picture is assigned a group display that you can use to navigate to the process picture where the fault is occurring. This process picture is then displayed in the working area How to acknowledge messages in the message line Latest message in the message line While the process is running, messages are displayed in the message line in the overview area, for example, warnings, alarms or process control messages. Only the messages requiring acknowledgment from the area for which the logged-on user has permission are displayed in the message line. Since only one line is available in the overview area, the latest unacknowledged message with the highest priority is always displayed. The message line in the overview area is a constant source of information for the operator. Operating Instructions, 11/2014, A5E AA 67

68 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area If you would like more information about a displayed message, open the message system using the "Message system" function in button area of button set 1 (Page 25) or the "Extended message line" function in the overview area (Page 21). You can select and display a variety of message lists in the button set of the message system. You acknowledge messages in the "incoming alarm list" and "exited state list". Icon in the user interface Icon Function Where? Message acknowledgment button To the right of the message line in the overview area Procedure 1. Click the "Acknowledge" icon in the overview area to the right of the message line. Result The individual message disappears from the message line in the overview area and the next current message is displayed. An operator input message is triggered for the acknowledged message. The user who acknowledged the message is indicated in the operator input message Group display status Precise intervention in the process The group display in the overview area is assigned to areas. It shows you the area or area picture where process faults exist. You can therefore react quickly to queued messages. The operator can intervene precisely in the process by opening the process picture in which the message occurred with the "Loop in Alarm" function. You can find additional information on this topic in the section "How to display the source of the alarm using the group display (Page 70)". Displaying messages in the group display The following figure shows the 5 fields of the group display. Several different message types can be assigned to each field. When several message types are assigned to one field of the group display, the group display always shows the information 68 Operating Instructions, 11/2014, A5E AA

69 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area Message types relating to the active signal with the highest priority. The table lists the standard assignment of message types to the fields of the group display: Field in the group display Message type (icon; appearance) Note on displaying the message type Process message (1) 1 Alarm (A; white text on a red background) flashing if incoming and not acknowledged Process message (1) 2 Warning (W; black text on a yellow background) flashing if incoming and not acknowledged Process message (1) 2 Tolerance (T; white text on a blue background) flashing if incoming and not acknowledged Process control message (1) 3 Process control fault (S; yellow text on a black background) flashing if incoming and not acknowledged Process control message (1) 3 Fault in the field (F; yellow text on a black background) flashing if incoming and not acknowledged Process control message (1) 3 Preventive maintenance (M; yellow text on a black background) flashing if incoming and not acknowledged Operator message (1) 4 Operator prompt (O; white text on a dark magenta background) not flashing if incoming Lock messages 5 Messages locked (X; white text on a gray background) not flashing if incoming (1) Please read the information about using user-configured message classes Rules for the group display The following rules apply to the group display: The group displays in the area overview are derived by logical OR operation from the sum of all group displays that are located in the subordinate process pictures associated with this area. Block-specific fault messages are assigned permanently to their respective message types. You cannot change this setting in process mode. The following message classes require acknowledgment: Message class Field in the group display (1) Icon in the group display (1) Alarm 1 A Warning 2 W Process control fault 3 S Fault in field 3 F (1) Please read the information about using user-configured message classes Operating Instructions, 11/2014, A5E AA 69

70 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area Use of user-configured message classes Note Configuring the PCS 7 message system You can configure the appearance of the following message keys (A, W, S, O) on a projectspecific basis. Object-specific signals can be assigned to these message keys. Additional information Section "Configuring the PCS 7 message system (Page 98)" How to display the source of the alarm using the group display Introduction When a message occurs, it is displayed in a field of the group display with a letter on a colored, flashing background. The alarm source is displayed when you click the corresponding group display in the overview area. Hierarchy of the group display The group display usually consists of several individual displays that are assigned to an area or sub-area. This forms a hierarchy for group displays. When you select an alarm source, the process picture displayed is the one at the lowest level that allows an assignment to a particular message. Icon in the user interface Icon Function Where? Group display In the overview area to the right of an area selection button Procedure 1. Position the mouse pointer on the group display containing messages with flashing icons. The tooltip "Show fault" is displayed below the mouse pointer. 2. Click on the group display in the overview area. The process picture containing the fault is displayed in the work area. 70 Operating Instructions, 11/2014, A5E AA

71 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area Icon in the user interface when a connection is not fault-free Group displays are displayed as follows when there is no connection to a process tag or the configuration is corrupt: Icon Function Where? Group display Process picture Group display Overview area Result The process picture containing the fault is displayed in the work area. The process tag where the message from the message line originated is displayed in cyan. If you click on the block icon, the faceplate opens. You can obtain information on the faceplate by opening the faceplate as a loop display. The information contained in the loop display of the faceplate enables you to trace the cause of the message How to display the list of "highest priority messages" "Highest priority messages" list In process control, the icon "Highest priority messages" is displayed to the left of the message line if at least one message with Priority 16 is active (state incoming or incoming acknowledged). The "Highest priority messages" icon is hidden if there is no active message with Priority 16. Unlike group displays, the icon also flashes if there are queued, acknowledged messages. Displaying messages A message with priority 16 which is active (state incoming or incoming acknowledged) is displayed in the OS Project Editor in accordance with the setting for the message filter ("Message display" tab, "Message filter" group). When a message which is assigned to the "diagnostic" area arrives, a substitute message without an area assignment is generated. This notifies the operator, who has no enable for the "diagnostics" area, that at least one message with priority 16 is active in the "diagnostics" area. Behavior of messages Messages without the configured status outgoing are no longer displayed in the list following acknowledgement. Locked messages are not displayed in the list and do not trigger an audible indicator. Hidden messages are not displayed in the list and do not trigger an audible indicator. Operating Instructions, 11/2014, A5E AA 71

72 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area Icon in the user interface Icon Function Where? Highest priority messages In the overview area to the left of the message line Requirement At least one message with Priority 16 is active (state incoming or incoming acknowledged) Procedure 1. Click the "Highest priority messages" icon in the overview area. Result The list is displayed How to work with the "Loop-in-alarm" function "Loop-in-alarm" function If there is a message in the message line of the overview area, you can use the "Loop-in-alarm" picture change function to display the process picture with the process engineering environment of this message. The "Loop in Alarm" function is located in the overview area to the left of the message line and always relates to the message displayed in the message line. Icon in the user interface Icon Function Where? Loop-in-alarm In the overview area to the left of the message line In all message lists except for the operation list Procedure 1. Click on the "Loop-in-alarm" icon in the overview area or in the message list. Result The picture in the working area changes and the process picture containing the process environment of the message source is displayed. The single control unit in which the message in the message line originated is highlighted in cyan. 72 Operating Instructions, 11/2014, A5E AA

73 Graphic system - display and operation of process pictures 6.5 Control elements of the overview area If the message currently in the message line cannot be uniquely assigned to a process picture where the message originated, the faceplate is displayed as a loop display in a process window in the working area instead of the process picture. The mapping of single control units to the process picture and entry point picture is registered in the block list editor of the OS when the OS is compiled. You can navigate to the previously selected picture using the "Previous picture" function in button set 1 (Page 25) How to display the "extended message line" Extended message line The "extended message line" is displayed in the work area. It contains not only the message currently displayed in the message line but also other pending messages that are not yet acknowledged. The messages in this list are sorted in the following order: Priority Date Time If two messages have the same priority, the latest one is displayed. Icon in the user interface Icon Function Where? Message system In the overview area to the left of the message line Procedure 1. Click on the "Message system" icon in the overview area. Result You can find information about handling queued messages in the section "Message System - Process Diagnostics". Operating Instructions, 11/2014, A5E AA 73

74 Graphic system - display and operation of process pictures 6.6 Operator control in the button area 6.6 Operator control in the button area Overview of operator input in the button area Overview The following chapters contain examples of operator control using buttons from the button sets: Displaying the incoming alarm list (Page 74) Disabling and enabling messages (Page 75) Selecting pictures via a process tag (Page 76) Direct selection of pictures (Page 78) Selection of pictures by name (Page 80) Saving a screen composition (Page 83) Retrieving a saved screen composition (Page 84) Deleting a screen composition (Page 84) How to create the incoming alarm list Entered state list The entered state list is displayed in the work area. It contains not only the message currently displayed in the message line but also other pending messages that are not yet acknowledged. Icon in the user interface Icon Function Where? Message system In button set 1 or in the button set of the message system Procedure 1. Click on the "Message system" icon in button set 1 or in the button set of the message system. Result The entered state list is displayed as a process window in the work area and is superimposed over any process picture displayed there. The way queued messages are handled in the various message lists is explained in the section "Message System - Process Diagnostics". 74 Operating Instructions, 11/2014, A5E AA

75 Graphic system - display and operation of process pictures 6.6 Operator control in the button area How to lock and unlock messages Introduction In the process phases of the revision, it is useful to lock messages from all single control units of an area and unlock them again later. You can block all messages of the relevant single control units area-by-area and unlock them again with a single operation. Each single control unit locked or unlocked area-by-area can be individually unlocked or locked again. Icons in the user interface Icon Function Where? Lock messages Button set 2 Unlock messages Procedure - locking messages 1. Click "Lock messages" in button set 2. The "Lock messages" dialog box opens. 2. You can enter information for the action in the dialog box "Lock messages". The text entered is entered in the comment column of the corresponding operating message. Result - locking messages The messages of all the single control units of an area are locked. All messages of the subordinate single control units in the group display hierarchy of an area are locked. When messages are locked, the following events occur: The single control unit no longer communicates. An operator input message is generated for each single control unit informing the operator that messages from the single control unit have been locked. The lock in the single control units is displayed. The lock is displayed in the group display of the higher-level group display hierarchy and in the overview area. Operating Instructions, 11/2014, A5E AA 75

76 Graphic system - display and operation of process pictures 6.6 Operator control in the button area Icons in the user interface for group displays of locked messages Icon Function Where? Group display Group display for the single control unit Group display Group displays of the lower hierarchy Procedure - unlocking messages 1. Click the "Unlock messages" button in button set 2. Result - unlocking messages All messages for single control units of an area are unlocked. All messages of the subordinate single control units in the group display hierarchy of an area are unlocked once again. When messages are unlocked, the following events occur: The single control unit communicates once again. An operator input message is generated for each single control unit informing the operator that messages from the single control unit have been unlocked. The lock display in the single control units is reset. The display of the lock in the group displays of the higher-level group display hierarchy and in the overview area is reset if no further messages are locked in the hierarchy. Note You lock or unlock the messages of an individual single control unit in the faceplate How to select pictures with the "Picture via process tag" button Introduction You can also select and display pictures via process tags or control modules (below, the term "process tag" will also be used when referring to a control module). To do this, select the independent "Picture selection via process tag" function and the control modules offered in the selection dialog. A process picture containing process tags is displayed in various forms in the work area. A check is performed to determine if the logged-on operator has the required permission. Icon in the user interface Icon Function Where? Picture selection via process tag Button set 1 76 Operating Instructions, 11/2014, A5E AA

77 Graphic system - display and operation of process pictures 6.6 Operator control in the button area Requirements Process tags/control modules must be assigned to an area to which a configured group display is assigned in order for them to be offered in the "Picture selection via process tag" dialog box when area-specific user permissions are configured for the operator currently logged on. You can select only one process tag at a time in the dialog box and display the corresponding process picture with the process tag. Start the "Picture selection via process tag" function several times in succession to display multiple pictures in process windows. Procedure 1. Click the "Picture selection via process tag" icon in button set 1. The "Picture selection via process tag" dialog box opens. It looks like this: 2. Go to the "Computer:" drop-down list box and select the OS server whose process tags you want to display. Operating Instructions, 11/2014, A5E AA 77

78 Graphic system - display and operation of process pictures 6.6 Operator control in the button area 3. Go to the "Process tag" drop-down list box and select the process tag type of the process tags you want to display. By default, "<All>" process tags are displayed. 4. Enter a filter criterion in the "Filter" group in the "Including:" entry field. Only those process tags which meet the filter criterion are displayed. If, for example, you enter "B2*" as the filter criterion, only those process tags whose names start with the characters "B2" are displayed. The "*" character is a placeholder for any character. 5. Enter a filter criterion in the "Filter" group in the "Excluding:" entry field. Use this filter criterion to exclude process tags from being displayed. Only those process tags are displayed in the list that meet the "Including:" filter in the "Filter" group and do not meet the "Excluding:" filter in the "Filter" group. If, for example, you enter "C2*" as the filter criterion, only those process tags whose names start with the characters "C2" are displayed. The character "*" is a placeholder for any character. 6. Click the "Download" button if you want to download the current filter. 7. Click the "Save" button if you want to save the current filter. 8. Activate the required option in the "Display mode" group. The following options are available: Group display: The picture with the process tag is displayed as a faceplate in a group picture in the work area. Process picture in the working area: The picture with the process tag is displayed as a process picture in the work area and replaces the previous picture displayed there. Process picture as window: The picture with the process tag is displayed as a process window in the work area and is superimposed over a process picture displayed there. Note "Loop display" can only be used only when blocks from the standard library are used. 9. Click "OK". Result The picture with the selected process tag is displayed in the selected display type in the work area. The selected process tag appears in cyan How to select pictures directly Introduction You can select pictures directly. To do this, select the functions "Previous picture", "Store picture" or "Recall picture". 78 Operating Instructions, 11/2014, A5E AA

79 Graphic system - display and operation of process pictures 6.6 Operator control in the button area Picture change buffer, "Previous picture" and "Next picture" functions The system saved each picture change in the work area. This allows you to open the previously displayed process picture. A picture change memory manages the last eight pictures you have selected and can display them again in the work area in reverse order. When you have redisplayed all the available pictures from the picture change memory, the memory is empty and will only be filled again by selecting pictures. Note Permissions for pictures in the picture change memory are user-dependent. Whenever there is a change of user, the entire content of the picture memory is cleared and must be filled again by the newly logged-on operator. Icons in the user interface Icon Function Where? Previous picture Button set 1 Next picture Store picture Recall picture Procedure 1. Click the "Previous picture" or "Next picture" icons repeatedly to redisplay pictures in the work area. Selecting graphic pictures via picture memory, "Store picture" and "Recall picture" functions The picture memory is used for one-time storage of a picture displayed in the work area. You can recall this picture at any time, even more than once. Storing a new picture will overwrite the previous picture in the picture memory. Note Permissions for pictures in the picture memory are set for individual users. This means that whenever there is a change of user, the entire content of the picture memory is cleared and must be filled again by the newly logged-on operator. Operating Instructions, 11/2014, A5E AA 79

80 Graphic system - display and operation of process pictures 6.6 Operator control in the button area Procedure 1. Click the "Store picture" icon to save a displayed picture in the work area to the picture memory. 2. Click the "Recall picture" icon to display a picture from the picture memory. This can take place from any process picture. Result A process picture that was saved previously with the "Store picture" function, is displayed again with the "Recall picture" function How to select pictures with the "Picture via name" button Introduction You can select a picture from a list of all the graphics associated with the current project that are stored in the project directory. This picture is then displayed in the workspace as a full picture or as a picture within a process window. A check is performed to determine if the loggedon operator has the required permission. Icon in the user interface Icon Function Where? Picture via name Button set 1 80 Operating Instructions, 11/2014, A5E AA

81 Graphic system - display and operation of process pictures 6.6 Operator control in the button area Procedure 1. Click the "Picture via name" icon in button set 1. The "Picture selection via name" dialog box opens. It looks like this: 2. Go to the "Computer:" drop-down list box and select the OS server whose pictures you want to display. 3. Enter a filter criterion in the "Filter" group in the "Including:" entry field. Only those pictures meeting the filter criterion will be displayed. If, for example, you enter "F*" as the filter criterion, only those pictures are displayed whose name starts with the character "F." The character "*" stands as placeholder for all characters. Operating Instructions, 11/2014, A5E AA 81

82 Graphic system - display and operation of process pictures 6.6 Operator control in the button area 4. Enter a filter criterion in the "Filter" group in the "Excluding:" entry field. Use this filter criterion to exclude pictures from being displayed. Use this filter criterion to only show those pictures in the list that meet the "Including:" filter in the "Filter" group and not the "Excluding:" filter in the "Filter" group. If, for example, you enter "G*" as the filter criterion, only those process tags are displayed whose name starts with the character "G." The character "*" stands as placeholder for all characters. 5. Click the "Download" button if you want to download the current filter. 6. Click the "Save" button if you want to save the current filter. 7. In the list, select the picture that you want to display in the workspace. 8. Activate the required option in the "Display mode" group. The following options are available: Workspace: The picture to be displayed is shown as a full picture in the workspace and replaces any process already displayed here. Process window: The picture is displayed as a picture within a process window in the workspace and is superimposed on any picture already displayed there. 9. In the "Preview" area, check the "Display" check box to display the picture highlighted in the list of the preview window. 10.Click "OK". Result The selected picture is displayed as a full picture or within a process window in the workspace. Note You can only select one picture at a time in the dialog box for the purpose of displaying it. To open several pictures in process windows at once, execute the "Picture selection via name" function several times in succession Saving, retrieving and deleting screen compositions Introduction Handling of screen compositions The system allows you to save a screen composition displayed in the work area under any name and then recall it or delete it. A screen composition contains all of the pictures displayed in the work area, for example, a process picture that also contains process windows with faceplates and trend groups. 82 Operating Instructions, 11/2014, A5E AA

83 Graphic system - display and operation of process pictures 6.6 Operator control in the button area These functions are based on the logged-on operator. Only the logged-on operator who saved a screen composition can recall it. Screen compositions are saved for each operator specifically. They remain available even after a system restart or a new logon. Requirements You can use these functions under the following conditions: The functions are activated if an operator is logged on. Screen compositions are assigned to the operator who was logged on when they were saved, recalled or deleted. Any number of screen compositions can be saved for each operator How to save a screen composition Introduction Save the pictures assembled in the work area with the "Save screen composition" function. Icon in the user interface Icon Function Where? Save screen composition Button set 1 Requirement You have assembled a personal screen composition in the work area. Procedure 1. Click the "Save screen composition" icon in button set In the "Save Screen Composition" dialog box, enter a name in the edit box for the pictures displayed in the work area. You can also overwrite a screen composition saved previously under a name. 3. Click "Save" to close the dialog box. Result The pictures displayed in the work area are saved as a screen composition with the name you have specified and under your logon. Operating Instructions, 11/2014, A5E AA 83

84 Graphic system - display and operation of process pictures 6.6 Operator control in the button area How to display the saved screen composition Introduction With the "Recall screen composition" function, you recall the pictures assembled in the work area that you saved with the "Save screen composition" function. Icon in the user interface Icon Function Where? Recall screen composition Button set 1 Requirement The operator who saved the screen composition is logged on. Procedure 1. Click the "Recall screen composition" icon in button set In the "Recall Screen Composition" dialog box, select the desired screen composition and then click "Recall". Result The previously saved screen composition is displayed in the work area How to delete a screen composition Introduction You delete saved screen compositions with the "Delete screen composition" function. Icon in the user interface Icon Function Where? Delete screen composition Button set 1 Requirement The operator who saved the screen composition is logged on. 84 Operating Instructions, 11/2014, A5E AA

85 Graphic system - display and operation of process pictures 6.6 Operator control in the button area Procedure 1. Click the "Delete screen composition" icon in button set In the "Delete Screen Composition" dialog box, select the screen composition you want to delete and then click "Delete". Result The selected screen composition is deleted. Operating Instructions, 11/2014, A5E AA 85

86 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures 6.7 Operator control in process pictures Overview of Operator Process Controls in Process Pictures Overview Operator process controls in graphic pictures/process picture can be used as follows: Directly in the picture by opening a faceplate of the block in the process picture via the block icon and executing the action in the operating dialog With this type of operation, the action is only executed after additional confirmation with the "OK" button in the operating dialog Block Icons and Faceplates What are block icons? In addition to static and dynamic picture elements, process pictures also contain block icons. Block icons represent the primary information of a technological block from the AS. Block icons are dynamic and can contain different information depending on the block. Block icons only show information and cannot be used for actual operation, although they are used to open the associated faceplates. What are faceplates? Faceplates are displayed in a separate window in process mode and can be opened using picture selection buttons, the process tag list, block icons, etc. Faceplates are used for uniform operator control and monitoring of process values in standardized layouts. Process information in block icons and faceplates Depending on the block icon, the following information can be displayed: Process tag name Current setpoint Current actual/process value Group displays for messages External or internal setpoint setting Manual or automatic mode Valve/pump/motor on/off, status display by color change 86 Operating Instructions, 11/2014, A5E AA

87 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Predefined block icons for blocks of the PCS 7 Advanced Process Library The template for the block icons is picture. You can find additional information on block icons in the PCS 7 Advanced Process Library online help. The following figure shows a section of template: Predefined block icons for SIMATIC Route Control The ""@PCS7TypicalsRC.pdl"" is a special picture for SIMATIC Route Control for which an associated block icon is displayed. A corresponding faceplate can be called for this block icon. For additional information on block icons refer to the SIMATIC Route Control manual. Operating Instructions, 11/2014, A5E AA 87

88 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Color-coding of block icons in process pictures When you open a faceplate for a specific block icon, the block icon will be displayed in cyan in the process picture. The color-coding is canceled when you close the faceplate Faceplates for blocks of the PCS 7 Advanced Process Library Faceplate operating modes Faceplates of the PCS 7 Advanced Process Library The faceplate operating modes are described in the PCS 7 Advanced Process Library online help Standardized Operator Control and Display Bar in Faceplates Operator control and display bar The upper operator control and display bar in faceplates is standardized for all PCS 7 faceplates. The following figure shows an example of an operator control and display bar for a faceplate: The following table shows a selection of various icons and their meanings: Icon/function Meaning Pin function Keeps the displayed faceplate in the foreground even if a picture change is triggered in the background. Group display, first to fourth elements Shows the current message statuses: A: Alarm W: Warning S: Fault O: Operator prompt 88 Operating Instructions, 11/2014, A5E AA

89 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Icon/function Meaning Lock/unlock messages When you click the button, all messages for this process tag are locked. Locked messages are indicated by the icon shown in the figure above. If you click the button again, messages for this AS block are unlocked. The icon in the faceplate then appears without the red cross. When messages are locked, all four fields of the group display are displayed with a white "X" on a gray background. Message acknowledgment button When you click this button, the messages queued in the group display are acknowledged. Additional views If you click on this button, the additional available buttons of the faceplate are displayed instead of the first set of buttons, (for example, SIMATIC BATCH). SIMATIC BATCH If you click on this button, the BATCH view of the block is displayed. If the faceplate of SIMATIC BATCH is already in use, the icon is shown in color and not grayed out How to Open a Faceplate Introduction You open faceplates using block icons. Requirement A process picture with a block icon is displayed in the working area. Procedure 1. Click a block icon in the process picture. Result The corresponding faceplate is displayed in the "Standard" view of the working area and superimposed on a process picture already displayed there. Operating Instructions, 11/2014, A5E AA 89

90 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures How to Change the View within a Faceplate Display Types of Faceplates Depending on the faceplate, there are various views available within the faceplate. A faceplate opened via its block icon is called a group picture, since other views from a group can be selected via buttons. The "More" button displays the second set of buttons instead of the first set for selecting additional views. The following views can exist in the faceplate and are available for you to select: Standard Messages Limits Trends Ramp Parameter Preview Note Batch Requirement A faceplate was opened via its block icon and is displayed in the working area. Procedure 1. Click on one of the offered buttons on the faceplate for the view. Result The faceplate displays the view you have selected How to Acknowledge Messages in Faceplates Introduction At the top left of open faceplates, you will see the "group display" object that shows current messages. You acknowledge queued, flashing messages in the group display of the faceplate with the "Acknowledge error" function (Procedure 1). Once a message within the group display has been acknowledged, it no longer flashes. There are two options for acknowledging individual messages or all visible messages in faceplates. These are described in procedure Operating Instructions, 11/2014, A5E AA

91 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Requirement A faceplate is open and the triggering message is flashing in the group display. Procedure 1 1. Click the "Acknowledge error" icon to the right of the group display within the faceplate. The following figure shows the "Acknowledge error" icon: Procedure 2 1. Click "Messages" in the open faceplate. The message window of the faceplate opens. 2. Left-click on the message you want to acknowledge. The message line is highlighted. 3. Click the "Single acknowledgment" button in the toolbar of the message window. 4. If you would like to acknowledge all the messages displayed in the message window, click the "Group acknowledgment" button in the toolbar of the message window. Result of all procedures The queued, flashing message in the group display no longer flashes. Acknowledged messages disappear from the message list in the message window. If you want to display all messages for this process tag from the archive, click the "Short-term archive list" button in the toolbar of the message window. The following figure shows the procedure 1: Operating Instructions, 11/2014, A5E AA 91

92 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures The following figure shows the procedure 2: 92 Operating Instructions, 11/2014, A5E AA

93 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures How to Lock Messages in Faceplates Introduction You can lock messages in faceplates. If you activate this function, no more messages are displayed in the "Messages" view in the faceplate. This functionality is available in all PCS 7 faceplates. Requirement A faceplate was opened via its block icon and is displayed in the work area. Procedure 1. Click the "Lock message" icon in the faceplate. Result All queued messages are suppressed and are not displayed in the message window of the faceplate. The "Lock message" icon in the toolbar of the faceplate changes to the "Unlock message" icon. All four fields of the group display in the faceplate are displayed with a white "X" on a gray background. Pending messages for this faceplate are no longer displayed in the incoming alarm list of the message system How to Unlock Messages in Faceplates Introduction You can unlock messages in faceplates. If you activate this function, messages are displayed once again in the "Messages" view in the faceplate. This functionality is available in all PCS 7 faceplates. Requirements A faceplate was opened via its block icon and is displayed in the work area. The "Lock messages" function has been activated. Procedure 1. Click the "Unlock messages" icon in the faceplate. Operating Instructions, 11/2014, A5E AA 93

94 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Result Pending messages are displayed once again in the message window of the faceplate, but their time stamp is invalid. Therefore, the event is valid, but the time stamp (date and time) is invalid. The "Unlock messages" icon changes to the "Lock messages" icon. In the faceplate, all four fields of the group display are activated again Operator control in faceplates Overview of Operator Process Controls in Faceplates Overview The following operator inputs are possible in the faceplates: Making operator digital value inputs (Page 94) Making operator analog value inputs (Page 95) How to Perform Operator Digital Value Inputs Use cases Digital value operations are used when an operation is to be used to switch states. Typical uses are the operations: For a motor, for example, "Start/stop", "Rapid stop", "Counter-clockwise", "Clockwise" For a valve, for example, "Open/Close" For an automatic procedure, for example, "Manual/automatic" The operation is triggered and executed in the faceplate. Digital value operations require confirmation with the "OK" button before being executed. The digital value operation is presented using a valve as an example. Requirements The "Valve" faceplate has been opened via the corresponding block icon. "Manual" mode is activated. Procedure 1. Click the "..." button next to "Command" in the faceplate. The faceplate is expanded. 2. Click the "Open" button and then click "OK". 94 Operating Instructions, 11/2014, A5E AA

95 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Result The "Open" status is displayed in the faceplate and both the valve icon and the button are highlighted in color. The faceplate extension is hidden again. The following figure shows an example of a faceplate with extension: How to Perform Operator Analog Value Inputs Use cases Analog value operations are used for specifying setpoints or manipulated variables. The operation is triggered in the corresponding faceplate and executed via a displayed extension. You can specify the analog value with the keyboard, a scroll bar or using "Direct operation". The specified value is displayed in the input line. The value must be confirmed with "OK" after it is entered. The analog value operation is illustrated using a dosing procedure as an example. Requirements The "Dosing" faceplate has been opened via the corresponding block icon. The setpoint setting "internal" must be enabled. Operating Instructions, 11/2014, A5E AA 95

96 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures Procedure 1. Click on the "Setpoint" field in the faceplate or its numeric keypad. The following figure shows the extended faceplate: 2. Click on the blank input box in the "Setpoint" dialog box. If the field is not displayed empty, click on the colored area of the extension. 96 Operating Instructions, 11/2014, A5E AA

97 Graphic system - display and operation of process pictures 6.7 Operator control in process pictures 3. The different options for changing the setpoint are outlined below. If you specify a setpoint that is not within the specified high and low limits, a system message is displayed on the screen. Keyboard: Use the keyboard to enter the new dosing setpoint. If you make a mistake, you can correct this by deleting the entry with the delete key and entering the value again. Scrollbar: The scrollbar is located on the right side of the faceplate. Click on the scroll bar, hold down the mouse button and move the scroll bar to the right to increase the setpoint, or to the left to decrease it. Use the arrow keys left and right on the bar to fine-tune setpoints. "Direct operation": Four buttons are available in the lower area for "direct operation". You can use these to increase or reduce the setpoint by the specified fixed percentage. For example, you should click the "+5%" button if you want to increase the setpoint by 5%. 4. Click "OK". The "Setpoint" dialog box closes. Result Once you have finished making the changes via the keyboard or scrollbar, the new setpoint is applied and the dialog box closes. You can use the "Start" button in the faceplate to start the dosing operation with the setpoint quantity you have specified. Operating Instructions, 11/2014, A5E AA 97

98 Graphic system - display and operation of process pictures 6.8 Configuring the PCS 7 message system 6.8 Configuring the PCS 7 message system Information on appearance When user-configured message classes are used, the following can be specified for each type of process message: Field in the group display where the message type should be displayed Icon used for the message type: one letter Colors Color of the field in the group display Color of the icon used for the message type Acknowledgment requirement for this message type Importance of this message type The signals for controlling these fields can be configured on an object-specific basis. Additional information Online help in the SIMATIC Manager for the menu item Configuring the PCS 7 message system Configuration manual Process Control System PCS 7; Engineering System Configuration manual Process Control System PCS 7; Operator Station 98 Operating Instructions, 11/2014, A5E AA

99 Trend system - analysis of processes Functions and Outputs of the Trend System Trend system In process mode, you can use the "Load/configure trend groups" function to display, configure, save and recall process values as trends. The function can be accessed via button set 1. Trend graphics are displayed within a process window (the trends window) in the workspace. The trends window illustrates how process values change over a specified time range. When you display selected process values as a trend group, you can analyze individual manipulated variables and controlled variables on screen to optimize the process. Standard case in process mode You open preconfigured trend groups using buttons in process pictures. You can analyze the trends and also manipulate the trend fields using specified functions. Creating new trend groups in process mode Selected tags/process values are shown as trends in a WinCC OnlineTrendControl. As of PCS 7 V7.1, the functionality of the WinCC OnlineTrendControl has been expanded and the design has been changed. The design of the WinCC OnlineTrendControl shown in the process picture is dependent on the template that was chosen when the trend group was created. The template "@TRG_Default.pdl" uses the WinCC OnlineTrendControl of the PCS 7 version before V7.1. The template "@TRG_Standard.pdl" uses the WinCC OnlineTrendControl as of version 7.1. Note Both versions of the WinCC OnlineTrendControl can be used in PCS 7 as of version 7.1. The "@TRG_Default.pdl" template supports the use of trend groups on the Web client. When you click the "Selection" button in the "Properties of WinCC OnlineTrendControl" dialog box, a dialog box for archive/tag selection opens. Operating Instructions, 11/2014, A5E AA 99

100 Trend system - analysis of processes 7.1 Functions and Outputs of the Trend System In terms of what the trend group contains, a distinction is made between online and archive tags: Since online tags are not stored in the system database, no historical values can be displayed. The online tag values displayed in the trend window are only stored while the trend window is actually open. Archive tags are saved in the system database. This means that in addition to the current process values, the historical values for the tags are also available to you. You can display archive tags and online tags together in one trend graph. You can set a common range of values (Y-axis) for all tags. Automatic inclusion of the properties of tags as trend parameters The following tag properties configured in the block are adopted for the purpose of displaying the tags of the Y-axis in WinCC OnlineTrendControl: A maximum value A minimum value The unit of measurement When WinCC OnlineTrendControl is selected within a process control context, the minimum and maximum values of the tags are read for the display area. The unit of measurement is displayed along the Y axis. The function "Apply tag properties" can be disabled. You can find additional information on this topic in the Process Control System PCS 7; Operator Station manual, in the online help for the block or in the WinCC Information System online help. Overview The following operations and actions are possible with the trend system: Controlling trend groups containing archive tags (Page 101) Controlling trend groups containing online tags (Page 105) Controlling trend groups containing both archive and online tags (Page 109) Calling, deleting and renaming stored trend groups (Page 109) Creating new trend groups containing archive tags (Page 111) Creating new trend groups containing online tags (Page 114) Creating new trend groups containing both archive and online tags (Page 116) 100 Operating Instructions, 11/2014, A5E AA

101 Trend system - analysis of processes 7.2 Controlling Trend Groups 7.2 Controlling Trend Groups Controlling trend groups containing archive tags Requirement The WinCC OnlineTrendControl is displayed in the working area. As of PCS 7 V7.1, the functionality of the WinCC OnlineTrendControl has been expanded and the design has been changed. Both versions of the WinCC OnlineTrendControl can be used as of PCS 7 V7.1. You can find additional information on this in the section "Functions and Outputs of the Trend System (Page 99)". The icons shown depend upon the used design of the OnlineTrendControl. Overview of operator control functions Tooltips are available for all the icons in the WinCC OnlineTrendControl when you linger briefly on an icon with the mouse pointer. Note These icons are shown by default when you open a WinCC OnlineTrendControl. Further icons are displayed via the configuration dialog. For information about icons refer to the WinCC Information System online help. Operating Instructions, 11/2014, A5E AA 101

102 Trend system - analysis of processes 7.2 Controlling Trend Groups Symbols in the design of WinCC OnlineTrendControl as of PCS 7 version V7.1 The following figure shows the design of the WinCC OnlineTrendControl as of PCS 7 version V7.1: The following table shows the tooltips for the displayed icons: Icon/function Help "Configuration dialog" "First data record" "Previous data record" "Next data record" "Last data record" Description/functionality Opens the help for WinCC OnlineTrendControl. Opens the configuration dialog, in which you can change the properties of the OnlineTrendControl. Use this button to display the trend of a tag over a specified period of time in the trend window. The display always begins with the oldest archived value in the specified time period that is in the short-term archive of the OS server. If the oldest value within the specified time period is in an archive on the Process Historian, you have to page back from the oldest archived value in the short-term archive of the OS server. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. Use this button to display in the trend window the trend of a tag from a period previous to the currently shown time interval. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. Use this button to display in the trend window the trend of a tag for the period of time to follow the currently shown time interval. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. Use this button to display in the trend window the trend of a tag over a specified period of time ending with the last archived value. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. 102 Operating Instructions, 11/2014, A5E AA

103 Trend system - analysis of processes 7.2 Controlling Trend Groups Icon/function "Zoom section" "Move trend selection" "Move axis selection" "Original view" "Start/Stop" "Print" "Ruler" "Specify statistical range" "Calculate statistics" Description/functionality You can select an area by dragging the mouse in the trend window. This section of the trend window is enlarged. You can return to the original view using the "Normal view" button. Use the button to move the trends in the trend window along the time coordinate and the value axis. Use the button to move the trends in the trend window along the value axis. Use the button to return to the original view from the enlarged display of a trend. The display update is interrupted or continued. The data is temporarily buffered and entered again in the trend window the next time the button is pressed. Starts printing the trend which is visualized in the trend view. You can specify the print request to be used for printing in the "General" tab of the configuration dialog. You can use the button to show the coordinates of a trend. The trend data is shown in the ruler window. The ruler window is an independent control as of PCS 7 V7.1 and will not be shown when the OnlineTrendControl is opened via "Load/configure trend groups". The ruler window control can be configured in a process picture during the configuration of an OnlineTrendControl. Use the button to specify the period of time for calculating the statistics in the trend window. Use the button to display the statistical values in the statistics window. The displayed values are based on a selected trend with the configured calculation period. The button can only be pressed when a statistics window is linked to the OnlineTrendControl. Operating Instructions, 11/2014, A5E AA 103

104 Trend system - analysis of processes 7.2 Controlling Trend Groups Symbols in the design prior to PCS 7 version V7.1 The following figure shows the WinCC OnlineTrendControl with the design of PCS 7 versions prior to 7.1: The following table shows the tooltips for the displayed icons: Icon/function Programming First data record Previous data record Next data record Last data record Ruler Description/functionality Opens the "Properties of WinCC OnlineTrendControl" dialog box in order to assign new tags to a selected trend, for example. You can add additional icons to the toolbar of the "Toolbar" tab. All changes to parameter settings are activated immediately in the trend view after their confirmation. Displays the first data record of the process values which were saved as trend to the archive. Shows the previous data record. Use these buttons to view the data records from the archive in ascending or descending order. Shows the next data record. Use these buttons to view the data records of the archive in ascending order. Displays the last data record of the process values which were saved as trend to the archive. Displays the ruler and the associated information window below the trend view. Position the mouse pointer on the ruler and press the left mouse button to grab the ruler in order to move it to the right or left. The information window displays the current value and the date/time. If the ruler is not displayed in the trend area it is located at the left edge of the trend window. Use the mouse to drag it to the working range. 104 Operating Instructions, 11/2014, A5E AA

105 Trend system - analysis of processes 7.2 Controlling Trend Groups Icon/function Zoom Original view Start/stop Print log Zoom out Zoom in Relative scale Description/functionality Magnifies a trend area. Select the trend area with the mouse by keeping the left mouse button pressed. You restore the configured standard view by clicking the "Zoom" button once again. You change to the configured standard view by clicking this button if using the zoom function. The zoom function remains active for further zooming of the trend area. Stops or resumes refreshing in the trend view. The refresh status is indicated by the appearance of the button: Green = Go: Refreshing is stopped and is resumed by clicking the button. Red = Stop: Refresh is started and is stopped by clicking the button. If the button status is red = Stop the trend is derived from actual process values. In this status the system only displays values within the currently set time frame. The "First/last record" and "Previous/next record" buttons for visualization of other time frames are not available. The data records previously saved are visualized as a trend if the button status is green = Go. Starts printing the trend which is visualized in the trend view. The corresponding print request can be defined in the control properties on the "General" tab. Zooms the visualized range of values without zooming the time coordinate. The trend is compressed for display purposes. The 50% mark is located in the center of the value axis. You can use this function if a fixed value range, a linear scale, and no userdefined scale have been set for all the trends in WinCC OnlineTrendControl. Reduces the visualized range of values without zooming the time coordinate. The trend is expanded for display purposes. The 50% mark is located in the center of the value axis. You can use this function if a fixed value range, a linear scale, and no userdefined scale have been set for all the trends in WinCC OnlineTrendControl. The range of values of all trends of a trend group is visualized within a low limit of 0% and a high limit of 100%. You can use this function: If a fixed value range, a linear scale, but no user-defined scale have been set for all the trends in WinCC OnlineTrendControl. If you want to compare several values for the purpose of detecting process relationships, e.g., pressure increase as a result of a rise in temperature. Additional information For additional information, refer to the Online Help for the WinCC Information System Controlling Trend Groups with Online Tags Requirement The WinCC OnlineTrendControl is displayed in the working area. Operating Instructions, 11/2014, A5E AA 105

106 Trend system - analysis of processes 7.2 Controlling Trend Groups As of PCS 7 V7.1, the functionality of the WinCC OnlineTrendControl has been expanded and the design has been changed. Both versions of the WinCC OnlineTrendControl can be used as of PCS 7 V7.1. You can find additional information on this in the section "Functions and Outputs of the Trend System (Page 99)". The icons displayed depend on the used design of the WinCC OnlineTrendControl. Overview of operator control functions Tooltips are available for all the icons in the WinCC OnlineTrendControl when you linger briefly on an icon with the mouse pointer. Note These icons are shown by default when you open a WinCC OnlineTrendControl. Further icons are displayed via the configuration dialog. For information about icons refer to the WinCC Information System online help. The following tables list the tooltips for the icons displayed in the WinCC Online TrendControl. Symbols in the design of WinCC OnlineTrendControl as of PCS 7 version V7.1 The following figure shows the design of the WinCC OnlineTrendControl as of PCS 7 version V7.1: The following table shows the tooltips for the displayed icons: Icon/function Help "Configuration dialog" Description/functionality Opens the help for WinCC OnlineTrendControl. Opens the configuration dialog, in which you can change the properties of the OnlineTrendControl. 106 Operating Instructions, 11/2014, A5E AA

107 Trend system - analysis of processes 7.2 Controlling Trend Groups Icon/function "First data record" "Previous data record" "Next data record" "Last data record" "Zoom section" "Move trend selection" "Move axis selection" "Original view" "Start/Stop" "Print" "Ruler" "Specify statistical range" "Calculate statistics" Description/functionality Use this button to display in the trend window the trend of a tag over a specified period of time beginning with the first archived value. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. Use this button to display in the trend window the trend of a tag from a period previous to the currently shown time interval. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. Use this button to display in the trend window the trend of a tag for the period of time to follow the currently shown time interval. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. Use this button to display in the trend window the trend of a tag over a specified period of time ending with the last archived value. The button is enabled only if the update has been interrupted by pressing the "Stop" icon. You can select an area by dragging the mouse in the trend window. This section of the trend window is enlarged. You can return to the original view using the "Normal view" button. Use the button to move the trends in the trend window along the time coordinate and the value axis. Use the button to move the trends in the trend window along the value axis. Use the button to return to the original view from the enlarged display of a trend. The display update is interrupted or continued. The data is temporarily buffered and entered again in the trend window the next time the button is pressed. Starts printing the trend which is visualized in the trend view. You can specify the print request to be used for printing in the "General" tab of the configuration dialog. You can use the button to show the coordinates of a trend. The trend data is shown in the ruler window. The ruler window is an independent control as of PCS 7 V7.1 and will not be shown when the OnlineTrendControl is opened via "Load/configure trend groups". The ruler window control can be configured in a process picture during the configuration of an OnlineTrendControl. Use the button to specify the period of time for calculating the statistics in the trend window. Use the button to display the statistical values in the statistics window. The displayed values are based on a selected trend with the configured calculation period. The button can only be pressed when a statistics window is linked to the OnlineTrendControl. Operating Instructions, 11/2014, A5E AA 107

108 Trend system - analysis of processes 7.2 Controlling Trend Groups Symbols in the design prior to PCS 7 version V7.1 The following figure shows the WinCC OnlineTrendControl with the design of versions prior to 7.1: The following table shows the tooltips for the displayed icons: Icon/function Programming Ruler Zoom Original view Start/stop Description/functionality Opens the "Properties of WinCC OnlineTrendControl" dialog box in order to assign new archive tags to a selected trend, for example. You can add toolbar icons using the "Toolbar" tab. All changes to parameter settings are activated immediately in the trend view after their confirmation. Displays the ruler and the associated information window below the trend view. Position the mouse pointer on the ruler and press the left mouse button to grab the ruler in order to move it to the right or left. The information window displays the actual value and the corresponding date/time. If the ruler is not displayed in the trend area it is located at the left edge of the trend window. Use the mouse to drag it to the working range. Magnifies a trend area. Select the trend area with the mouse by keeping the left mouse button pressed. You restore the configured standard view by clicking the "Zoom" button once again. If using the zoom function you restore the configured standard view by clicking this button. The zoom function remains active for further zooming of the trend area. Stops or resumes refreshing in the trend view. The refresh status is indicated by the appearance of the button: Green = Go: Refreshing is stopped and is resumed by clicking the button. Red = Stop: Refresh is started and is stopped by clicking the button. 108 Operating Instructions, 11/2014, A5E AA

109 Trend system - analysis of processes 7.2 Controlling Trend Groups Icon/function Print log Zoom out Zoom in Relative scale Description/functionality Starts printing the trend which is visualized in the trend view. The corresponding print request can be defined in the control properties on the "General" tab. Zooms the visualized range of values without zooming the time coordinate. The trend is compressed for display purposes. The 50% mark is located in the center of the value axis. You can use this function if a fixed value range, a linear scale, but no userdefined scale have been set for all the trends in WinCC OnlineTrendControl. Reduces the visualized range of values without zooming the time coordinate. The trend is expanded for display purposes. The 50% mark is located in the center of the value axis. You can use this function if a fixed value range, a linear scale, but no userdefined scale have been set for all the trends in WinCC OnlineTrendControl. The range of values of all trends of a trend group is visualized within a low limit of 0% and a high limit of 100%. You can use this function: If a fixed value range, a linear scale, but no user-defined scale have been set for all the trends in WinCC OnlineTrendControl. If you want to compare several values for the purpose of detecting process relationships, e.g., pressure increase as a result of a rise in temperature. Additional information For additional information, refer to the Online Help for the WinCC Information System Operator Control of Trend Groups with Archive and Online Tags Overview of operator control functions Trend groups containing both archive and online tags are controlled in a similar way to trend groups containing archive tags. You can find additional information about this in the section "Operator Control of Trend Groups with Archive Tags (Page 101)" How to Work with Stored Trend Groups Introduction You can retrieve archived trend groups to the working area. You can also delete or rename the trends you already created. Operating Instructions, 11/2014, A5E AA 109

110 Trend system - analysis of processes 7.2 Controlling Trend Groups Note For the function for loading/creating trend groups, the configuration of the "Online configuration" properties cannot be made in the "Online configuration" tab. Icon in the user interface Icon Function Where? Load/configure trend groups In button set 1 Requirements The trend group was recreated in the "Trends Online" dialog box. You complied with rules for configuring, saving and visualizing the trend groups. Procedure 1. Click the "Load/configure trend groups" icon in button set 1 to open the "Trends Online" dialog box. 2. Select the trend group you want to display, delete, or rename in the working area. 3. Click the "Display" button to display this trend group. Click the "Remove" button if you want to delete this trend group. Click the "Rename" button if you want to rename this trend group in the corresponding dialog box displayed. 4. Click "OK" to close the dialog box. Result The trend group you selected is displayed, deleted or renamed in a process window on the working area. 110 Operating Instructions, 11/2014, A5E AA

111 Trend system - analysis of processes 7.3 Creating new trend groups 7.3 Creating new trend groups How to Create New Trend Groups with Archive Tags Introduction You open the "Trends Online" dialog box in the work area in process mode by clicking the "Load/configure trend groups" icon in button set 1. This dialog box displays all trend groups created most recently as well as the date and time of the last change. You visualize a selected trend group in the work area by clicking the "Display" button. Icon in the user interface Icon Function Where? Load/configure trend groups In button set 1 Requirement The "Trends Online" dialog box opens on the working range. Procedure 1. Click the "New" button in the dialog box in order to create a new trend group. 2. Enter a descriptive name for the trend group in the "Name" input field. 3. Select the "Archive" entry from the "Content" group. 4. Select "@TRG_Standard.pdl" as a template picture. This corresponds to the design of the WinCC OnlineTrendControl as of version 7.1 and includes its functions. The WinCC OnlineTrendControl from the PCS 7 version prior to V7.1 is used via the "@TRG_Default.pdl" template. 5. Click the "Create" button. Operating Instructions, 11/2014, A5E AA 111

112 Trend system - analysis of processes 7.3 Creating new trend groups 6. Make the following settings in the "Properties of WinCC OnlineTrendControl" dialog box: Use the "New" button to add the number of trends you want to display in the trend window. You can delete selected trends with the "Remove" button. Change the order of selected trends using the "Up" and "Down" buttons. Select the first trend in the "Trends" area and give it a name. Configure the other trends accordingly. Select the first trend in the "Trends" area and select a color. Configure the other trends accordingly. Click on the first button for the selection of tags to the right of "Tag name". This opens a new dialog box that allows you to assign an archive tag to the selected trend. The following figure shows an example of the tag selection: Select the server package from which you want to display an archive tag from the displayed "Selection of archives/tags" dialog box in the navigation window. Select the desired archive. The available archive tags are then displayed in the data field. 112 Operating Instructions, 11/2014, A5E AA

113 Trend system - analysis of processes 7.3 Creating new trend groups Select the desired archive tag and click "OK". The following figure shows the "Selection of archives/tags" dialog box: 7. Click "OK" to close the dialog box. 8. Configure the other trends accordingly. Result The process window with the trends you created is displayed on the working range. The trends represent the archive values you selected. Note All other configuration options in the "Properties of WinCC OnlineTrendControl" dialog box are described in the online help that can be opened in the dialog box by clicking "Help". You can use the "Help" icon to display the "Properties of WinCC OnlineTrendControl" dialog box in the "Toolbar" tab. Operating Instructions, 11/2014, A5E AA 113

114 Trend system - analysis of processes 7.3 Creating new trend groups How to Create New Trend Groups with Online Tags Introduction You open the "Trends Online" dialog box in the work area in process mode by clicking the "Load/configure trend groups" icon in button set 1. This dialog box displays all trend groups created most recently as well as the date and time of the last change. You visualize a selected trend group in the work area by clicking the "Display" button. Icon in the user interface Icon Function Where? Load/configure trend groups In button set 1 Requirement The "Trends Online" dialog box opens on the working range. Procedure 1. Click the "New" button in the dialog box in order to create a new trend group. 2. Enter a descriptive name for the trend group in the "Name" input field. 3. Select "Online" in the "Content" group. 4. Select "@TRG_Standard.pdl" as a template picture. This corresponds to the design of the WinCC OnlineTrendControl as of version 7.1 and includes its functions. The WinCC OnlineTrendControl from the PCS 7 version prior to V7.1 is used via the "@TRG_Default.pdl" template. 5. Click the "Create" button. 114 Operating Instructions, 11/2014, A5E AA

115 Trend system - analysis of processes 7.3 Creating new trend groups 6. Make the following settings in the "Properties of WinCC OnlineTrendControl" dialog box: Use the "New" button to add as many trends as you want to display in the trend window. Delete a selected trend with the "Remove" button. Change the order of selected trends using the "Up" and "Down" buttons. Select the first trend in the "Trends" area and give it a name. Configure the other trends accordingly. Select the first trend in the "Trends" area and select a color. Configure the other trends accordingly. Click on the first button to the right of "Tag name". This allows you to assign an online tag to the selected trend. The following picture shows the button via which the window for the tag configuration opens: Click the " " button in the "Tag configuration" dialog box. The "Tag selection dialog" is displayed. The following figure shows the "Tag selection dialog": Operating Instructions, 11/2014, A5E AA 115

116 Trend system - analysis of processes 7.3 Creating new trend groups In the navigation window, double-click on the server package of the OS server whose process tag should be displayed. Double-click the communication driver (channel) "SIMATIC S7 Protocol Suite". Double-click the channel unit, for example, "Named Connections" and then click its S7 program. The available tags are displayed in the data field. Select a tag there and click "OK". The selected tag is entered in the "Tag configuration" dialog box. Set the cycle time in which the tag should be updated. Click "OK". 7. Click "OK" to close the dialog box. 8. Configure the other trends accordingly. Result The process window with the trends you created is displayed on the working range. Each trend visualizes an online value you selected. Note All other configuration options in the "Properties of WinCC OnlineTrendControl" dialog box are described in the online help that can be opened in the dialog box by clicking "Help" How to Create New Trend Groups with Archive and Online Tags Introduction You can display archive tags and online tags together in a trend group. You open the "Trends Online" dialog box in the work area in process mode by clicking the "Load/configure trend groups" icon in button set 1. This dialog box displays all trend groups created most recently, their content as well as the date and time of the last change. You visualize a selected trend group in the work area by clicking the "Display" button. Icon in the user interface Icon Function Where? Load/configure trend groups Button set 1 Requirement The "Trends Online" dialog box opens on the working range. 116 Operating Instructions, 11/2014, A5E AA

117 Trend system - analysis of processes 7.3 Creating new trend groups Procedure 1. Click the "New" button in the dialog box in order to create a new trend group. 2. Enter a descriptive name for the trend group in the "Name" input field. 3. Select "Archive" or "Online" in the "Content" group. 4. Select "@TRG_Standard.pdl" as a template picture. This corresponds to the design of the WinCC OnlineTrendControl as of version 7.1 and includes its functions. The WinCC OnlineTrendControl from the PCS 7 version prior to V7.1 is used via the "@TRG_Default.pdl" template. 5. Click the "Create" button. 6. Make the following settings in the "Properties of WinCC OnlineTrendControl" dialog box: Use the "New" button to add the number of trends you want to display in the trend window. You can delete selected trends with the "Remove" button. Change the order of selected trends using the "Up" and "Down" buttons. Select the first trend in the "Trends" area and give it a name. Configure the other trends accordingly. Select the first trend in the "Trends" area and select a color. Configure the other trends accordingly. Select "Archive tags" or "Online tags" (available as of the second trend) from the "Data source" drop-down list. The next steps differ depending on the data source: The description for the data supply "Archive tags" can be found in the section "How to create new trend groups with archive tags (Page 111)". The description for the data supply "Online tags" can be found in the section "How to create new trend groups with online tags (Page 114)". 7. Click "OK". The "Properties of WinCC OnlineTrendControl" dialog box closes. Result The process window with the trends you created is displayed on the working range. Each trend visualizes the tags you selected. Note All other configuration options in the "Properties of WinCC OnlineTrendControl" dialog box are described in the online help that can be opened in the dialog box by clicking "?". Operating Instructions, 11/2014, A5E AA 117

118 Trend system - analysis of processes 7.3 Creating new trend groups 118 Operating Instructions, 11/2014, A5E AA

119 Message system - diagnostics for processes Functions and Outputs of the Message System Introduction This section explains how to display and edit messages in process mode. Functions of the message system Messages return information about operating states and faults within the process. This allows you to detect critical situations at an early stage and avoid downtimes. The operating and monitoring system acquires all messages from the automation systems and enters these in chronological order in the history list of the message system. Definition of terms: Message lines, message blocks and message sequence Messages are displayed in different message lists in the message line of a message view. The message sequences are derived from the chronological message line entries. A message line is a field consists of a line, a line number and several columns with column headings. The column headings, also known as message blocks, are used to assign messages and include, for example, the date, time, priority, source, event, status and type of messages. Overview The message system supports the following operator input and actions: Standardized function keys in the button set of the message system for viewing and editing messages (Page 130) User-definable message filters (Page 133) Separate or group acknowledgment of messages (Page 129) Display of the message cause using the "Loop in alarm" function (Page 130) Display of info texts for the messages (Page 130) Entry of comments for a message (Page 132) Creating user message filters (Page 133) Activating user message filters (Page 134) Deactivating user message filters (Page 135) Hiding messages (Page 137) Display of the "Hidden list" (Page 138) Showing messages (Page 140) Operating Instructions, 11/2014, A5E AA 119

120 Message system - diagnostics for processes 8.1 Functions and Outputs of the Message System Display of the "List of messages to be hidden" (Page 139) Sorting of message lists (Page 141) Message logging (Page 143) Display of archived messages (Page 130) 120 Operating Instructions, 11/2014, A5E AA

121 Message system - diagnostics for processes 8.2 Structure and States of Messages 8.2 Structure and States of Messages Example of a message list (incoming alarm list) Note The date and time of a message are shown crossed-out, if the message in the automation system is already due while starting the process execution of the operator station. Date and time do not correspond with the date and time at which the message in the automation system resulted. The message does not include any valid additional values. The valid additional values can be determined from the last message of the instance that is not crossed out. Message types There are four types of message: Message Process message (1) Process control message Description Process messages signal process events of the automated process. Such events include limit violations of measured values and status information. Process control messages are error messages caused, for example, by the failure of a component or a wire break affecting a connected I/O signal. Operating Instructions, 11/2014, A5E AA 121

122 Message system - diagnostics for processes 8.2 Structure and States of Messages Message Operator input message System message Description Operator input messages are generated each time process variables are manipulated, for example, when a controller is switched to a different mode. System messages are all messages that are generated by the SIMATIC PCS 7 system. (1) Please read the information about using user-configured message classes Message states The message state is a combination of the status of the message source and the acknowledgment status. The following applies to the status of the message source (entering/exiting): The status of a message is "entered" as long as the triggering event still exists; in other words, the cause of the message still exists. As soon as the cause no longer exists, the status of the message changes to "outgoing". The following applies to the acknowledgment status (unacknowledged/acknowledged): Messages requiring acknowledgment must be acknowledged by the operator. Messages that do not need to be acknowledged do not appear in the incoming alarm list, instead, they appear in the archive lists. A message can have up to four states: Incoming: The triggering event is still active. Incoming, acknowledged Incoming, outgoing, not acknowledged Incoming, outgoing, acknowledged Displaying states The current message state is indicated in the message lists as follows: Color and flashing behavior of the elements Plain text in text elements Time entries in the message line Acknowledgment of messages The following table shows the acknowledgability of available message classes: Message class Message types Color in the message lists Acknowledgment Alarm (1) Alarm high red Incoming Alarm high Warning (1) Warning high Warning low yellow Incoming 122 Operating Instructions, 11/2014, A5E AA

123 Message system - diagnostics for processes 8.2 Structure and States of Messages Message class Message types Color in the message lists Acknowledgment Tolerance (1) Tolerance high Blue No acknowledgment Tolerance low Process control message Fault Error Black Incoming Preventive maintenance Maintenance Black Incoming Operator prompt Operator prompt Purple No acknowledgment (1) Please read the information about using user-configured message classes Additional information Section "Configuring the PCS 7 message system (Page 98)" Operating Instructions, 11/2014, A5E AA 123

124 Message system - diagnostics for processes 8.3 Message Lists in PCS Message Lists in PCS 7 Message lists Messages are displayed in process mode in different message lists within message views. The icons in the button set of the message system or in the overview area are used to view and edit the message lists on the working area. The messages displayed in the message lists refer only to the currently open project. The message views have a toolbar. The toolbar functions can be used to edit messages. Selecting message lists The following standardized message lists are available with PCS 7: Icon List Content Where? Incoming list The incoming list contains the unacknowledged messages. Button set of the message system Acknowledged list The acknowledged list contains the acknowledged messages and the messages pending in the process. Button set of the message system Outgoing list The outgoing list contains the messages flagged as "exited" (special message property). Button set of the message system List of pending messages Operation list Process control list The list of pending messages shows all acknowledged and unacknowledged messages that have not gone out yet. The operation list contains operator input messages. Example: The setpoint of a controller is set to 5 bar and motor was switched on. The process control list contains process control messages. Example: Rack failure Button set of the message system Button set of the message system Button set of the message system History list The History list contains all messages (incoming, acknowledged and outgoing messages). Button set of the message system List of hidden messages The list of hidden messages contains all messages which were hidden manually or automatically. Button set of the message system List of messages to be hidden The list of messages to be hidden contains all the messages that are to be hidden while pending. Button set of the message system Lock list The lock list contains all messages that are locked. Button set of the message system 124 Operating Instructions, 11/2014, A5E AA

125 Message system - diagnostics for processes 8.3 Message Lists in PCS 7 Icon List Content Where? Highest priority messages The "Highest priority messages" list contains all messages with Priority 16 with the state active (incoming and incoming acknowledged). Overview area Message system The "Extended message line" contains all messages received. Overview area While the incoming list, acknowledgeable incoming list, acknowledged list, acknowledgeable acknowledged list, outgoing list, acknowledgeable outgoing list display current messages, the history list, process control list and operation list access the message archive. Generating additional message lists You can generate additional message lists for selection in the button set of the message system using the OS Project Editor. Acknowledgeable incoming list Acknowledgeable acknowledged list Acknowledgeable outgoing list Acknowledgeable list of pending messages Acknowledgeable list of messages to be hidden Acknowledgeable list of hidden messages Operating Instructions, 11/2014, A5E AA 125

126 Message system - diagnostics for processes 8.4 Message and System Behavior 8.4 Message and System Behavior Interaction of message filters and user permissions The messages displayed in process mode depend on how the message filters are configured and the authorizations that have been assigned to the user. Message filter You can select the messages to be displayed in process mode by setting a message filter in the "Message display" tab of OS Project Editor. User permissions User permissions are administered in the "User Administrator" editor of WinCC Explorer. Depending on his permission, the operator can only view messages, or view and acknowledge these. Overview of message filters Depending on the option selected in the "Message Display" tab of the OS Project Editor, the key set changes for process mode. You can find information about the icons in the key set of the message system in the section "Message Lists in PCS 7 (Page 124)". Key set when "No filter" option is selected When this option is selected, the following occurs: All messages are displayed in the message window. The messages are not filtered by a specific area. The operator does not need any specific authorizations and can use and acknowledge all messages. Key set when "Messages with area enable"option is selected When this option is selected, the following occurs: All messages that the operator can use and acknowledge are displayed in the message window. The operator must have the following authorizations: "Authorization for area" "Process controlling" Key set when "Acknowledgeable messages in separate list" option is selected 126 Operating Instructions, 11/2014, A5E AA

127 Message system - diagnostics for processes 8.4 Message and System Behavior When this option is selected, the following occurs: Two message windows are displayed in the message list for the operator: The upper message window displays messages which the operator can use but not acknowledge. The operator must have the following authorization: "Authorization for area" The operator does not require "Process controlling" authorization. The lower message window displays messages which the operator can use and acknowledge. The operator must have the following authorization: "Authorization for area" "Process controlling" Key set when "Acknowledgeable messages on separate page (switch-selectable)" option is selected When this option is selected, the following occurs: Additional keys are offered in the key set. The operator can choose three types of display: Version 1: (e.g. "New list" key) The message window displays messages which the operator can use but not acknowledge. The operator must have the following authorization: "Authorization for area" The operator does not require "Process controlling" authorization. Version 2: The upper message window displays messages which the operator can use (e.g. "Acknowledgeable but not acknowledge. The operator must have the following authorization: new list" "Authorization for area" key) The operator does not require "Process controlling" authorization. Note The lower message window displays messages which the operator can use and acknowledge. The operator must have the following authorization: "Authorization for area" "Process controlling" Use of user-configured message classes When user-configured message classes are used, the messages are always displayed in their order of importance when a message list opens. Operating Instructions, 11/2014, A5E AA 127

128 Message system - diagnostics for processes 8.4 Message and System Behavior System reaction Repeated, unacknowledged messages If messages come and go several times without being acknowledged, the older messages are no longer displayed and acknowledged automatically in the incoming list. However, all messages are displayed in the history list (archive). The latest message requiring acknowledgment with the highest priority is displayed in the oneline message line of the overview area. Messages in plants with reference OS Messages generated on a basic OS or reference OS contain local information. When an archive server is used, each message is assigned to the OS from which the message has been saved. This prevents unintentional mixing of messages. Additional information Control functions in the key set of the message system: see section "Operator control functions in the button set of the message system (Page 30)". You can find additional information about the User Administrator and and user permissions in the WinCC Information System online help. 128 Operating Instructions, 11/2014, A5E AA

129 Message system - diagnostics for processes 8.5 Acknowledgment Scheme for PCS Acknowledgment Scheme for PCS 7 Working with messages requiring acknowledgment The following figure illustrates the acknowledgment scheme in SIMATIC PCS 7. It shows you how the system or operator handles messages requiring acknowledgment and the message lists in which they appear. All messages are written to the archive and displayed in the history list. The following figure shows the acknowledgement philosophy of PCS 7: Operating Instructions, 11/2014, A5E AA 129

130 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists 8.6 Operator Control Functions in Message Lists Overview of the Functions in Message Lists Introduction Message windows in which message lists are displayed have predefined functions in PCS 7 that are displayed as icons. You use these functions to message lists and to trigger actions. "Autoscroll" function in message lists The incoming alarm list is shown first and the "Autoscroll" functionality is activated when the message system opens. The behavior or the message system is as follows: The messages in the incoming alarm list, acknowledged alarm list, outgoing alarm list, list of hidden messages and list of messages to be hidden are updated automatically. The messages in the process alarm list, operation list and history list must be updated manually by the operator using the "Update" button. New incoming messages are listed at the bottom of the message lists with the default setting in the OS Project Editor (most recent message at bottom). Deactivating the "Autoscroll" function To be able to navigate manually in message lists and to process individual messages, first deactivate the "Autoscroll" function if the "most recent message at bottom" setting has been selected in the OS project editor. Only then are standardized operations available to you, such as scroll bars, selection marking, PageUp, and PageDown key. If the "Autoscroll" function is deactivated, current messages are still listed in the message lists. However, the scroll bars can be moved without the scroll bar jumping back from the set position to the most recently received message automatically. Standardized functions in message lists When you move the cursor over an icon in the message lists and briefly hold it there, a tooltip for the function is displayed. The following icons are available by default in the entered state list: Icon Function Meaning Acknowledge individual message Acknowledges the message with the selection triangle in front of it. Acknowledge all visible messages Acknowledges all queued, visible messages requiring acknowledgment in the message window. 130 Operating Instructions, 11/2014, A5E AA

131 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Icon Function Meaning Open user-defined filter Deactivate all user-defined filters Displays the "Selection" dialog box in the work area. This dialog box enables you to create, modify, and call message filters. The button is only available if you have, as a minimum, been assigned the authorization level "Higher process control" for an area. Deactivates all the active user-defined filters. The settings for all the message lists are reset to the PCS 7 default. Open sorting dialog box Print Display first message Display previous message Display next message Display last message Open info text dialog Loop in Alarm Hide message Enable/disable auto-scrolling Opens the "Sort" dialog box in the work area. In this dialog box, you select the message blocks/column headings according to which you want to sort the messages alphabetically. Sends a printout to a connected printer. The messages shown in the message window are printed immediately without a print dialog box appearing. The selection triangle jumps to the first/oldest message in the message window. You can only use this function after deactivating the "autoscroll" function. The selection triangle jumps up to the previous message. You can only use this function after deactivating the "autoscroll" function. The selection triangle jumps down to the next message. You can only use this function after deactivating the "autoscroll" function. The selection triangle jumps to the last/most recent message in the message window. You can only use this function after deactivating the "autoscroll" function. Opens the "Info text for a message" dialog box in the work area. If an informational text was entered during the message configuration in PCS 7, this text is displayed in the dialog box. You can recognize whether or not informational text was stored in a message by the cross in the "Info" column. Displays the process picture containing the cause of the selected message in the work area. Depending on the source of the message, a faceplate or an SFC chart can also be displayed in the work area. This function cannot be used with system messages. Shows or hides the message you have marked in a message list (incoming alarm list, acknowledged alarm list or outgoing alarm list). Activates/deactivates auto-scrolling. Autoscroll activated: The current message appears at the top of the window. The old messages are moved down (default setting in the OS Project Editor). Message processing functions are valid only for messages that are currently queued. Manual scrolling is turned off. Autoscroll deactivated: You can select messages using the mouse. Message processing functions only affect the selected message. Horizontal and vertical scroll bars are also available for navigating in the message lists. Additional information For additional information about icons refer to the WinCC Information System Online Help. Operating Instructions, 11/2014, A5E AA 131

132 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Meaning of Column Headings and Message Blocks Overview of the message line components Column title/ Message block Date Time The following list explains the meaning of the individual column headings in a message line: Meaning Date for entering, exiting and acknowledged. Every time the message status changes, the associated time element (time stamp of the state change) is displayed. Priority Specifies which messages are acknowledged with which priority. Priority levels from 0 through 16 can be selected and displayed in process mode. The higher the value, the higher the priority. Origin Event Status Info Comment Batch name Area Loop in Alarm Type Priorities for block messages are configured in the CFC during PCS 7 message configuration on the ES. Priorities for system messages are configured in the OS Project Editor of the PCS 7 OS. Technological assignment of the message source: Higher level designation (HID), consisting of the hierarchy, chart name and block name, entered as placeholder Location designation (LID) for driver blocks Event description: Contains a user-definable message text for technological blocks In the case of driver blocks, it contains a message text with integrated associated values indicating chain/rack/slot or error ID/block number/relative address. Message status I=came in I hidden=came in with hidden status Q=went out, not acknowledged Q hidden=went out with hidden status OA=acknowledged by operator SA hidden=acknowledged by the system when hidden Quit-System=acknowledged by the system IQ=came in, went out, not acknowledged Hidden=message was hidden at this point in time Hide-System=message has been hidden at this time by the system Shown=message was not hidden at this point in time An explanatory text can be configured for every message. The operator can subsequently add a comment to any message. Contains batch name. Plant area identifier A cross indicates that the function can be executed. Indicates the message type: for example, System, Process Control, Alarm High, Alarm Low, Warning High, Warning Low, Status AS, Process Message, Tolerance High, Tolerance Low, Operational Message, Operator Prompt 132 Operating Instructions, 11/2014, A5E AA

133 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Filtering messages User-defined message filters User-defined message filters Users can define process-specific content of the message window by setting a user-defined message filter. User-defined message filters are stored under names and can be stored locally or on the OS server that is specified as the standard server for alarms for the OS Client. The standard server is assigned to the OS Client during the configuration. User-defined message filters can be called up in every message list. User-defined message filters that are stored on the standard server can be opened on the OS Clients on a project-wide basis. Logic operations exist between several enabled user-defined message filters and between several filter criteria within a filter. You can find further information on this in the section "How to activate a user-defined message filter (Page 134)". Icon in the user interface Icon Function Where? Required permission Specify user-defined filters Toolbar of the message list Higher process control Overview of the functions Creating a user-defined message filter (Page 133) Activating a user-defined message filter (Page 134) Deactivating a user-defined message filter (Page 135) How to create a user-defined message filter Introduction User-defined message filters are created by clicking the "Specify user-defined filters" icon. Icon in the user interface Icon Function Where? Specify user-defined filters Toolbar of the message list Operating Instructions, 11/2014, A5E AA 133

134 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Requirement A message list is open. Procedure 1. Click the "Set user-defined filters" icon on the message list's internal toolbar. The "Selections" dialog box opens. 2. Click "New". 3. Enter a name in the "Name:" input box. 4. Enter a comment in the "Comment:" input box. 5. Click in the first blank row in the "Criterion" column. The list with the selectable message blocks is displayed. 6. Select a message block. 7. Click in the "Address" column. 8. Select the address. 9. Click in the "Setting" column. 10.Enter a text or a value depending on the message block. 11.Click on "Apply" if you want to create further criteria. 12.Repeat steps 5 to 10 for each further criterion. 13.Click "OK." The selection is saved and displayed in the "Selections" dialog box. 14.Repeat steps 2 to 13 if you want to create further selections. 15.Click "OK". Result The user-defined message filter has been created. Additional information For additional information, refer to the WinCC Information System Online Help How to activate a user-defined message filter Introduction User-defined message filters are called by clicking the "Specify user-defined filters" icon. 134 Operating Instructions, 11/2014, A5E AA

135 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Logic operations When enabling several user-defined filters or in the case of more than one filter criteria per user-defined filter, logic operations exist between user-defined filters or filter criteria. An AND link exists between the filter criteria of a user-defined filter. An OR link exists between several enabled user-defined filters. Icon in the user interface Icon Function Where? Specify user-defined filters Toolbar of the message list Requirement The message list for which filters are taken into consideration is open. Procedure 1. Click the "Set user-defined filter" icon in the toolbar. The "Selections" dialog box opens. 2. Select the filter in the table that should be applied in the message window. You can use the "Apply" button to check each message filter individually. 3. Click "OK". Result The message list only displays messages which meet the criteria of the selected filter How to deactivate user-defined message filters Introduction User-defined message filters are reset separately in each message list: By changing the picture By using the "Deactivate all user-defined filters" button in the toolbar of the displayed message list Icon in the user interface Icon Function Where? Deactivate all user-defined filters Toolbar of the message list Operating Instructions, 11/2014, A5E AA 135

136 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Requirement The message list for which the filters are to be cleared is open. Procedure 1. Click the "Deactivate all user-defined filters" button in the toolbar Message hiding Hidden messages Introduction Deliberate hiding of messages when a high number of messages occur increases clarity in the message list. Hidden messages that are active are displayed in the "List of hidden messages" message list. Hidden messages that are not active are displayed in the "List of messages to be hidden" message list. Options for hiding messages The following options are available for hiding messages: Automatic hiding: Messages are hidden or shown on the basis of a tag status in the automation system. Configuration takes place in the Engineering Station. Manual hiding: The operator can use a button in the message window to hide a particular message. The message will be shown once a specific time defined in the OS project editor has elapsed. Alternatively, the operator can use a button in the message window to make it appear. Display in the faceplate Hidden messages with incoming status are displayed in the faceplate. Display in a group display Hidden messages are not displayed in group displays. Audible indicator behavior When the message is hidden, the audible indicator is acknowledged. 136 Operating Instructions, 11/2014, A5E AA

137 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Overview of the functions Message hiding (Page 137) Displaying the list of hidden messages (Page 138) Displaying the list of messages to be hidden (Page 139) Showing hidden messages (Page 140) How to Hide Messages Introduction Use the "Hide message" function to hide individual messages from display in message lists (incoming alarm list, acknowledged alarm list, outgoing alarm list). Icon in the user interface Icon Function Where? Hiding messages Toolbar of the message list Requirements The message you wish to hide is displayed in one of the following message lists: Entered state list Acknowledged list Exited state list The user is logged on with the user right "Higher process control". Procedure 1. Select the message list from which you wish to hide a message. 2. Highlight the message line for the message. 3. Click the "Show/hide message" icon in the toolbar. Operating Instructions, 11/2014, A5E AA 137

138 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Result The selected message is hidden. The following table shows the various reactions: Message list Reaction to the "Show/hide message" function Entered state list If a message is included in the entered state list, it is automatically acknowledged by the system. The message disappears from the entered state list. The message is displayed in the "List of hidden messages" and in the "List of messages to be hidden." If the message "arrives" again, it is displayed in the "List of hidden messages" rather than in the entered state list. Acknowledged list If a message is included in the acknowledged list, it is displayed in the "List of hidden messages" and in the "List of messages to be hidden". The message is no longer displayed in the acknowledged list. Exited state list If a message is included in the exited state list, this message is acknowledged automatically by the system. The message is no longer displayed in the exited state list. The message is displayed in the "List of messages to be hidden" until the manual hiding period has expired How to Display the "Hidden List" Introduction The "List of hidden messages" contains all pending messages that have been manually or automatically hidden. Icon in the user interface Icon Function Where? Displaying list of hidden messages Button set of the message system 138 Operating Instructions, 11/2014, A5E AA

139 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Message display in the "List of hidden messages" How was the message hidden? Automatically Manually Display in the list of hidden messages The automatically hidden message remains in this message list as long as it is pending. These messages are marked in the "Status" column of the message list with the following entry: "Hide-System" The message remains in the this message list for the period of time set in the "Alarm logging" editor during configuration. These messages are marked in the "Status" column of the message list with the following entry: "Hide" Procedure 1. Click the "List of hidden messages" button in the message system button set. Result The "List of hidden messages" is displayed How to Display the "List of messages to be hidden" Introduction The "List of messages to be hidden" contains all the messages that are to be hidden by the system given the prevailing operating modes and any messages that have been manually hidden by the operator and whose hide time has not yet elapsed. Icon in the user interface Icon Function Where? Displaying the list of messages to be hidden Button set of the message system Procedure 1. Click the "List of messages to be hidden" button in the button set of the message system. Result The "List of messages to be hidden" is displayed. Operating Instructions, 11/2014, A5E AA 139

140 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists How to Show Hidden Messages Introduction The "List of hidden messages" contains all the messages that have been hidden manually or automatically. Manually hidden messages are shown again after a certain time. This time can be set in the OS project editor. The default setting is 30 minutes. An operator input message is generated in the operator list when a message is manually hidden or displayed. The message contains the name of the user logged on. A message is generated in the history list when a message is hidden or displayed manually/ automatically. The message is assigned the "Show" or "Hide" status as applicable. The list of messages to be hidden displays all the messages that are to be hidden while pending. Non-pending messages can also be shown in this list. Icon in the user interface Icon Function Where? Hiding messages Toolbar of the message list Requirements The message must have been entered in the "List of hidden messages" or in the "List of messages to be hidden". The user is logged on with the user right "Higher process controlling". Procedure 1. Select the "List of hidden messages" or the "List of messages to be hidden". 2. Highlight the message line for the message. 3. Click the "Show/hide message" icon in the toolbar. Result A pending message will be displayed in the acknowledged alarm list. A non-pending message will only be displayed in the incoming alarm list once it actually becomes pending. 140 Operating Instructions, 11/2014, A5E AA

141 Message system - diagnostics for processes 8.6 Operator Control Functions in Message Lists Sorting messages How to Sort Messages in Message Lists Alphabetically Introduction With the "Sort" function in the toolbar of the message lists, you can sort messages alphabetically according to message blocks/column headings. All available messages in the message list are sorted. The use of the "Sort" dialog box is illustrated with the following procedure. "Sort" dialog box: Requirements You have opened a message list with messages in the work area. You want to sort the messages in the incoming alarm list alphabetically in ascending order. This will sort the messages by date, then by source and finally by priority and display them accordingly in a message window. Procedure 1. In the incoming alarm list, click the "Sort" icon in the toolbar. 2. Open the first drop-down list box in the "Sort" dialog box and select "Date". Then, click "Ascending Order". Operating Instructions, 11/2014, A5E AA 141