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Security information Preface Introduction SIMATIC Overview of the update tasks Process Control System PCS 7 Software update without utilization Preparing for the software update of new functions Installation of PCS 7 and settings on the ES and OS Service Manual Adaptations in the PCS 7 project on the ES Downloading of Target...
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Note the following: WARNING Siemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems.
Table of contents Security information............................7 Preface.................................9 Introduction..............................15 Defining a strategy for the software update................15 General Requirements......................17 Important Information for Software Update without Utilization of New Functions....18 Information on the Operating System..................21 Information on Products from the PCS 7-Add On Catalog.............21 Licensing with the Automation License Manager..............21 Overview of the update tasks........................23 Information about software update procedure...............23...
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How to update the configuration of the operator stations............48 7.2.5 How to Check the PH Consistency..................49 7.2.6 How to update the hardware configuration for SIMATIC PCS 7 BOX RTX and SIMATIC PCS 7 AS RTX........................50 7.2.7 How to configure the SIMATIC PDM Server................51 Adaptations in NetPro and conversion of the CFC/SFC charts..........53...
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Table of contents Updating SIMATIC BATCH stations......................77 Updating SIMATIC Route Control stations....................79 Migration of archive data from a central archive server (CAS)..............81 12.1 Archive migration at a glance....................81 12.2 How to migrate the archives in the Process Historian............81 Index................................83 Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
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Table of contents Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Siemens recommends strongly that you regularly check for product updates. For the secure operation of Siemens products and solutions, it is necessary to take suitable preventive action (e.g. cell protection concept) and integrate each component into a holistic, state-of-the-art industrial security concept.
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Security information Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
This documentation provides a comprehensive overview of the steps you must take to adapt your existing PCS 7 process control system to the new SIMATIC PCS 7 version. It supports you in updating PCS 7 projects and guides you through installation and commissioning of the current software.
Full versions of the documentation are available from the "Technical Documentation SIMATIC PCS 7" website: http://www.siemens.com/pcs7-documentation (http:\\www.siemens.com/pcs7-documentation) Process Control System PCS 7; You can find additional information in the product overview PCS 7 - Documentation ; Section "Options for accessing the documentation".
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Guide to configuration steps for fault-tolerant process control tem PCS 7; Fault-tolerant Process Con‐ systems trol Systems Documentation All modules released for SIMATIC PCS 7 are listed together Process Control System PCS 7; with the following information: Released Modules ● Product designation ●...
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PCS 7 systems Function manual Process Control Sys‐ Describes the principles of use of fault-tolerant (redundant) tem PCS 7; Fault-tolerant Process Con‐ components in SIMATIC PCS 7. trol Systems S7 F/FH Automation SIMATIC manual Describes the configuration and programming of S7 F/FH Systems failsafe systems using S7 F systems.
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SIMATIC Process Control System PCS 7; Security Information Note whitepaper It can be downloaded via the Internet from the Customer Support (https:// www.siemens.com/automation/service) website under the following entry number: 26462131 (http://support.automation.siemens.com/WW/view/en/26462131) Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
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It can be downloaded from the Customer Support (https://www.siemens.com/automation/ service) websites under the following entry number: 26366540 (http://support.automation.siemens.com/WW/view/en/26366540). ● The architecture for SIMATIC PDM has been modified. You can find additional information on this in the section "How to configure the SIMATIC PDM Server (Page 51)".
Introduction Defining a strategy for the software update Decision process The selection and use of the correct documentation depends on the comprehensiveness of your software update. the current status of the software and any boundary conditions that may exist. The figure below shows you the documentation you should use to update a PCS 7 plant. PCS 7 Fault-tolerant Process Control Systems Software update without utilization of new functions...
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Introduction 3.1 Defining a strategy for the software update Note Operating systems Observe the requirements for the operating systems. You can find additional information on Process Control System PCS 7; PCS 7 Readme (online) . this in the documentation Note Intermediate steps required for the software update If you cannot directly upgrade to the current PCS 7 version of a PCS 7 project, the intermediate steps shown in the figure are required.
PCS 7 Basic Library or the PCS 7 Advanced Process Library on the Internet (https:// support.industry.siemens.com/cs/ww/en/view/109480136). Checking the compatibility Siemens offers a compatibility tool for automation and drive technology. You can find the compatibility tool on the Internet: Compatibility tool (https://support.industry.siemens.com/cs/ ww/en/view/64847781).
● You want to display Asian text in the user interface The USB hardlock stores the license information you need to operate and configure your version of PCS 7. Please contact your Siemens representative for information on the available Asian language versions.
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Introduction 3.3 Important Information for Software Update without Utilization of New Functions ● Ensure that your hardware meets the requirements for PCS 7. You can find more Process Control System PCS 7 Catalog Overview; information in the documentation Released Modules . If system components are not suitable for the updated version of PCS 7, you must replace them.
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Introduction 3.3 Important Information for Software Update without Utilization of New Functions Software update for Process Historian (V8.0 SP2) If a Process Historian of version 8.0 SP2 is integrated in the project you wish to update, updates must be installed on the Process Historian prior to the software update. Read the PH documentation.
Information on Products from the PCS 7-Add On Catalog Important Information If you used PCS 7 add-on products (software packages or hardware components) in your process control system, contact your SIMATIC PCS 7 representative Licensing with the Automation License Manager Managing the License Keys Both license keys and authorizations can be transferred using the Automation License Manager.
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Introduction 3.6 Licensing with the Automation License Manager Additional information Automation License Manager Online help for Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Overview of the update tasks Information about software update procedure The following tables provide an overview of all of the necessary steps for updating software without utilization of new functions. Rules to Follow Based on the Tables ● Use these tables as guidelines for systematically carrying out all of the updating steps in a sequence.
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Updating the OS with the Project Migrator (Page 48) Checking the PH consistency (Page 49) Updating the hardware configuration (Page 50) (only applies in the current context to SIMATIC PCS 7 BOX RTX and SIMATIC PCS 7 AS RTX) Configuring the PDM server address (Page 51) (only for projects with SIMATIC PDM V7.0)
Overview of the update tasks 4.2 Overview of the Procedure Step Action OS server OS client AS Downloading of Target Systems (Page 73) Process For more information on the download options, refer to the Control System PCS 7; Engineering Station Configuration Manual. Activating operator stations Sequence for activating process mode (Runtime): ●...
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Overview of the update tasks 4.2 Overview of the Procedure Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Preparing for the software update Migration of CAS databases to the Process Historian 5.1.1 Overview of Adaptations for Central Archiving Central archive server (CAS) The Central Archive Server (CAS) is not released for PCS 7 V8.1 or higher. Replace the CAS with a Process Historian. The migration of archive data from a central archive server is available as of PCS 7 V7.0 (StoragePlus V1.2).
Preparing for the software update 5.1 Migration of CAS databases to the Process Historian 4. Click "Open". The selected archive segment is detached from the archive. Once the archive segment has been detached from the archive, the archive segment is deleted from the hard disk of the CAS.
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Preparing for the software update 5.1 Migration of CAS databases to the Process Historian Basic procedure The following figure shows an example of the migration concept for a CAS (Central Archive Server) database to the Process Historian in a PCS 7 environment. Legend 1.
Preparing for the software update 5.2 Preparatory tasks 6. Run "PH-Ready Configuration" Note Configuration of Process Historian Ready The "CCCAPHService" must be configured on the updated OS servers/OS single-station systems before process mode is activated. Process Historian; Installation You can find information about this in the documentation Notes , section 'Installing the Process Historian Ready component' 7.
Preparing for the software update 5.2 Preparatory tasks Step Action OS serv‐ OS cli‐ Checking the network adapter (Page 37) Backing Up the License Keys and Authorizations (Page 38) Additional preparations Note Updating SIMATIC BATCH If you want to use and update SIMATIC BATCH in the project, make sure to read the important information in "Updating SIMATIC BATCH stations (Page 77)"...
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Preparing for the software update 5.2 Preparatory tasks Archiving a project 1. In SIMATIC Manager, select the menu command File > Archive. The "Archive" dialog box opens. 2. Select the "Multiprojects" (or "User projects") tab. 3. Select the project from the list that you wish to archive. 4.
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Preparing for the software update 5.2 Preparatory tasks Reading Back the AS Parameter Settings If parameters which are not in the configuration have been set in the AS, you will be able to read these settings back into the project. CAUTION Parameters will be overwritten Please note that the parameters in the configuration will be overwritten.
SIMATIC PDM - Device descriptions These PDM device descriptions are not included in the update installation of PCS 7. By default, SIMATIC PDM installs the Siemens device descriptions. ● Make sure that the device descriptions utilized in the project are available for the integration.
Preparing for the software update 5.2 Preparatory tasks 5.2.5 Operator and Display Texts in Blocks Information in Faceplates Faceplates visualize processes on the operator station and provide the plant operator with information, such as: ● Measured values ● Operating limits ●...
Preparing for the software update 5.2 Preparatory tasks Procedure 1. Open the project to be updated in the SIMATIC Manager. 2. Select the master data library folder in the Component View. If this folder is not available, select the project folder. 3.
Preparing for the software update 5.2 Preparatory tasks Communications Processors in the PC Stations Note that you must also remove the hardware specified above from the PC stations of your PCS 7 project. Note You must reconfigure the connections after the communications processors are removed. Additional information You can find information about suitable PCs and network adapters in the catalog overview Process Control System PCS 7;...
Note Reinstall the License Keys from the backup file using "Automation License Manager" (available Process Control System; SIMATIC PCS 7 DVD) after having installed the operating on the systems to enable an upgrade of the License Keys (Upgrade License Key and Power Pack License Key).
You can find information on the drivers in the documentation PCS 7; PCS 7 - Readme. – Information on the software for the automation system of SIMATIC PCS 7 BOX: The software for time synchronization must be installed for an update of SIMATIC PCS 7 BOX and SIMATIC PCS 7 AS RTX.
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Installation of PCS 7 and settings on the ES and OS 6.2 How to Update PCS 7 Note Archive server The central archive server (CAS) must be replaced with a Process Historian. You can find information on migration in the section "How to replace the CAS with the PH (Page 62)".
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If you use the "Update" function in the PCS 7 setup, we recommend you reboot the PC before performing the installation. Process Control System; SIMATIC PCS 7 DVD into the DVD drive. 1. Insert the 2. Select the "Update" setup type.
Installation of PCS 7 and settings on the ES and OS 6.3 How to enable encrypted communication between the PC stations How to enable encrypted communication between the PC stations Changing the access protection of communication Typical situations are: ● Software update of PC stations ●...
Installation of PCS 7 and settings on the ES and OS 6.4 Installation of Additional PCS 7 Libraries Using encrypted communication for a PC station 1. Select the "SIMATIC Shell" folder in the tree view of Windows Explorer on the PC station. 2.
PCS 7 Basis Library or the PCS 7 Advanced Process Library on the Internet (https:// support.industry.siemens.com/cs/ww/en/view/109480136). PCS 7 faceplates of the PCS 7 library are contained in the project ● If you are updating PCS 7 (setup type "Update"), you can ignore the following information.
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4. Follow the instructions of the setup wizard and then close the setup program. 5. After installing all the required libraries, you need to install the following libraries from the Process Control System; SIMATIC PCS 7 DVD over them using the setup of PCS 7: latest –...
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Installation of PCS 7 and settings on the ES and OS 6.5 How to Install Additional PCS 7 Libraries Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Update of a PCS 7 Project Basic procedure This section describes how to update your PCS 7 project for use with SIMATIC PCS 7. The PCS 7 project is updated on the ES in offline mode. Thus, system operation is not affected.
Adaptations in the PCS 7 project on the ES 7.2 General adaptations Changing Multilingual Texts If you want to display text in more than one language in PCS 7 (for example, message texts or OS area IDs), always use the export/import function to change the multilingual texts (menu command Options >...
Adaptations in the PCS 7 project on the ES 7.2 General adaptations 3. Click "Yes". Note Declining migration If you decline the migration, you cannot change the OS project or load it. You can start the migration at any time. To do this, select the menu command Options > Migrate OS projects.
● The assignments of CPs to the master systems are known. Procedure 1. Open the PC station in HW Config (SIMATIC PCS 7 BOX RTX or SIMATIC PCS 7 AS RTX). 2. Select the PROFIBUS CP to which the distributed I/O is connected.
Adaptations in the PCS 7 project on the ES 7.2 General adaptations 12.Drag-and-drop the selected PROFIBUS CP to the controller slot in the station window. The "Properties ..." dialog box opens. 13.Select the entry of the associated bus system from the "Subnet" list. 14.Click "OK".
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Adaptations in the PCS 7 project on the ES 7.2 General adaptations 3. Go to the input field and enter the project/multiproject in which you have defined the MS server or execute the following steps: – In a multiproject: Click "Current Multiproject" or "Browse." You can select the current project using the "Browse"...
Adaptations in the PCS 7 project on the ES 7.3 Adaptations in NetPro and conversion of the CFC/SFC charts Adaptations in NetPro and conversion of the CFC/SFC charts Overview of the procedure Step Action OS serv‐ OS cli‐ Checking and adapting the connection data in NetPro (Page 53) Converting the CFC and SFC charts (Page 54) 7.3.1...
Adaptations in the PCS 7 project on the ES 7.3 Adaptations in NetPro and conversion of the CFC/SFC charts 4. Check the connections to the various stations: AS-OS, AS-AS, ES-AS. You can make any necessary changes when the "cross-project network view" is deactivated.
Adaptations in the PCS 7 project on the ES 7.4 Adaptation of OS-relevant settings 5. Execute a complete compilation of the S7 program. 6. Download changes to the automation system. NOTICE Updating a redundant OS in runtime Updating according to the manual Process Control System PCS 7, Fault-tolerant Process Control Systems ;...
Adaptations in the PCS 7 project on the ES 7.4 Adaptation of OS-relevant settings You need to check or change this setting for existing projects. ● Ensure that all projects in a plant have uniform settings for the design. ● If you change the setting for the WinCC design, check the appearance of objects you have created yourself and adapt them if necessary.
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Adaptations in the PCS 7 project on the ES 7.4 Adaptation of OS-relevant settings Basic Data Dialog Area Note Action Top left This window lists all basic pictures having a differ‐ None. window ent product version and project version change The root screens marked with a red "X"...
Adaptations in the PCS 7 project on the ES 7.4 Adaptation of OS-relevant settings Message Filters Parameters Meaning Messages that The message windows have two message lists. can be acknowl‐ One list shows all messages from the area for which the user has access rights for all "operator process edged in a sepa‐...
Adaptations in the PCS 7 project on the ES 7.4 Adaptation of OS-relevant settings blocks of the following versions of the Advanced Process Library can be configured for each ● AS blocks from PCS 7 V7.1 SP4 ● AS blocks from PCS 7 V8.0 SP2 ●...
Adaptations in the PCS 7 project on the ES 7.4 Adaptation of OS-relevant settings Recommendation: Perform the update one by one with each template picture of the library used. ● For block icons of the PCS 7 library: "@Template.pdl" or "@@PCS7Typicals.pdl" ●...
Adaptations in the PCS 7 project on the ES 7.5 Adaptations for the Process Historian Procedure 1. Open any WinCC picture containing a picture object in the Graphics Designer. Select the picture object. 2. In the dynamic wizard, open the "Picture Functions" tab and select "Update Picture Objects".
Adaptations in the PCS 7 project on the ES 7.5 Adaptations for the Process Historian 7.5.2 How to update the Process Historian and Information Server You must update the following PC stations, if they were present in the PCS 7 project before the software update: ●...
Adaptations in the PCS 7 project on the ES 7.6 Adaptations for the Maintenance Station 4. Perform the following sequence of tasks for all OSs in the multiproject that have stored data on the CAS (OS servers and single-station systems): –...
Adaptations in the PCS 7 project on the ES 7.6 Adaptations for the Maintenance Station Overview of the procedure Step Action OS serv‐ OS cli‐ Changing the OPC Server and adapting the SNMP configuration (Page 64) Updating the diagnostics settings (Page 66) Updating the diagnostics screens (Page 66) 7.6.2 How to change the OPC Server and adapt the SNMP configuration...
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– Enter the file path of the PCS 7 project. – Click "OK". Updating SIMATIC PDM Process Control System; SIMATIC PCS 7 DVD. Refer to the Install SIMATIC PDM from the PDM Readme. When you open a project in SIMATIC Manager, the SIMATIC PDM-related project data is updated automatically.
Adaptations in the PCS 7 project on the ES 7.6 Adaptations for the Maintenance Station 7.6.3 How to update the diagnostics settings Introduction If you operate a PCS 7 Maintenance Station in your project, various settings must be migrated when upgrading to the current PCS 7 version. Requirement Note If the project was retrieved...
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Adaptations in the PCS 7 project on the ES 7.6 Adaptations for the Maintenance Station Requirements ● The OS Project Editor is running. It is not necessary to make any settings in the OS project editor. ● A backup copy of the diagnostics screens with project-specific adaptations has been generated.
Adaptations in the PCS 7 project on the ES 7.7 Additional Options Additional Options 7.7.1 Overview of additional options Overview of the procedure Step Action OS serv‐ OS cli‐ Updating the PCS 7 Web Option for OS (Page 68) Updating PCS 7 Components that Use SIMATIC Logon Services (Page 68) 7.7.2 Updating the PCS 7 Web Option for OS...
Adaptations in the PCS 7 project on the ES 7.8 Work for the OS in SIMATIC Manager Work for the OS in SIMATIC Manager 7.8.1 Overview of compiling Overview of the procedure Step Action OS serv‐ OS cli‐ Compiling the OS (Page 69) 7.8.2 How to Compile the OS Note...
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Adaptations in the PCS 7 project on the ES 7.8 Work for the OS in SIMATIC Manager Requirements ● The PC station has been configured. ● The configuration in CFC and SFC has been completed. Note If you have changed unit and operator texts of the block types in the master data library, be sure to set your default language as the "Language for display devices".
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Adaptations in the PCS 7 project on the ES 7.8 Work for the OS in SIMATIC Manager 15.Follow the instructions on the screen. 16.If you wish to see a log of the compilation once it is complete, click the following buttons in the "Display Log"...
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Adaptations in the PCS 7 project on the ES 7.8 Work for the OS in SIMATIC Manager Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Downloading of Target Systems Downloading of Target Systems Once you have updated your PCS 7 project offline, you must download the changes to the target systems. NOTICE Updating a redundant OS in runtime Updating a redundant OS during operation (according to the manual Process Control System PCS 7, Fault-tolerant Process Control Systems;...
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Downloading of Target Systems 8.1 Downloading of Target Systems Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Activate the operator stations Overview of activating the operator stations Introduction Sequence for activating process mode (Runtime): ● Process Historian (if available in the project) ● Master server (OS server) ● Standby server (redundant OS server) ● OS clients Overview of the procedure Step Action OS serv‐...
Activate the operator stations 9.3 How to Check the Settings on the OS Clients 4. Open the "Time Synchronization" editor in WinCC Explorer. 5. Check all of the settings in the dialog box. 6. Click "OK". 7. Repeat steps 1 through 6 for the second OS server and all other redundant OS servers. Note If you have installed a new operating system or have changed the settings, restart the computer.
Updating SIMATIC BATCH stations Information on updating SIMATIC BATCH is available in the following documentation: Process Control System PCS 7; SIMATIC BATCH ● Manual SIMATIC BATCH Readme ; Part B, Installation ● Note Note the following when updating the software from PCS 7 V7.1 SP4 (with SIMATIC BATCH) to PCS 7 V8.2 (with SIMATIC BATCH): ●...
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Updating SIMATIC BATCH stations Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Updating SIMATIC Route Control stations Process Control System PCS 7; SIMATIC Route You can find information about this in the Control documentation. Note Library of SIMATIC Route Control V8.2 You should apply the library of SIMATIC Route Control V8.2 for SIMATIC Route Control V8.2. The automation system must be in STOP in order to load these libraries.
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Updating SIMATIC Route Control stations Software update without utilization of new functions Service Manual, 03/2016, A5E36200133-AA...
Migration of archive data from a central archive server (CAS) 12.1 Archive migration at a glance Overview of the procedure Step Action OS serv‐ OS cli‐ Migrating archive data from the CAS (Page 81) Only for projects in which the central archive server (CAS) has been re‐...
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Migration of archive data from a central archive server (CAS) 12.2 How to migrate the archives in the Process Historian Recommendation: Start by importing those archive segments of the OS servers that were not swapped out to the CAS. Procedure 1.
Index Installation and Settings, 39 ES and OS, 39 Adaptations Basic pictures and local reactions of the computer, 56 Library Archive server Backing up user-created libraries, 34 Adapting Archives, 81 Installing additional libraries, 45 CAS, 27 License key, 21 Detaching archive segments, 27 Backup, 38 Licensing with the Automation License Manager, 21 Backup, 30...
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Index Process Historian Adapting Archives, 81 Project Migrator Password protection, 48 Requirements, 17 Runtime data, 47 Selecting the Correct Documentation, 15 StoragePlus Detaching archive segments, 27 Overview of Adaptations, 27 Updating BATCH, 77 OS with Project Migrator, 48 PCS 7 components that use SIMATIC Logon services, 68 PCS 7 project, 47 Updating PCS 7, 39...