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s Preface, Contents What Does the Documentation Provide? 1 Additional Documentation 2 Structure of the Documentation 3 Graphical User Interface of PCS 7 OS Process Control 4 Controlling the System 5 Graphic System, Displaying Pictures and Controlling the Process 6 Trend System, Analyzing the Process 7 Message system, diagnostics of the process 8 Reports system, documenting the process 9 Add-On Package 10 Index SIMATIC Process Control PCS 7 PCS 7 OS Process Control Manual Edition 01/2005 A5E00324835-01
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s

Preface, Contents

What Does the Documentation Provide? 1 Additional Documentation 2 Structure of the Documentation 3 Graphical User Interface of PCS 7 OS Process Control 4 Controlling the System 5 Graphic System, Displaying Pictures and Controlling the Process

6

Trend System, Analyzing the Process 7 Message system, diagnostics of the process 8 Reports system, documenting the process 9 Add-On Package 10 Index

SIMATIC

Process Control PCS 7 PCS 7 OS Process Control Manual

Edition 01/2005 A5E00324835-01

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Copyright Siemens AG 2005 All rights reserved

The distribution and duplication of this document or the utilization and transmission of its contents are not permitted without express written permission. Offenders will be liable for damages. All rights, including rights created by patent grant or registration of a utility model or design, are reserved Siemens AG Automation and Drives Postfach 4848, 90327 Nuremberg, Germany

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 includedin subsequent editions. Siemens AG 2005 Technical data subject to change.

Siemens Aktiengesellschaft A5E00324835-01

Safety Guidelines

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 to property damage only have no safety alert symbol. The

notices shown below are graded according to the degree of danger.

! Danger indicates that death or severe personal injury will result if proper precautions are not taken.

! Warning indicates that death or severe personal injury may result if proper precautions are not taken.

! Caution with a safety alert symbol indicates that minor personal injury can result if proper precautions are not taken.

Caution

without a safety alert symbol indicates that property damage can result if proper precautions are not taken.

Attention

indicates that an unintended result or situation can occur if the corresponding notice is not taken into account.

If more than one degree of danger is present, the warning notice representing the highest degree of

danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a

warning relating to property damage.

Qualified Personnel

The device/system may only be set up and used in conjunction with this documentation. Commissioning

and operation of a device/system may only be performed by qualified personnel. Within the context of

the safety notices in this documentation qualified persons are defined as persons who are authorized to

commission, ground and label devices, systems and circuits in accordance with established safety

practices and standards.

Prescribed Usage

Note the following:

! Warning This device and its components may only be used for the applications described in the catalog or the technical description, and only in connection with devices or components from other manufacturers which have been approved or recommended by Siemens. Correct, reliable operation of the product requires proper transport, storage, positioning and assembly as well as careful operation and maintenance.

Trademarks

All names identified by ® are registered trademarks of the Siemens AG.

The remaining trademarks in this publication may be trademarks whose use by third parties for their

own purposes could violate the rights of the owner.

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Process Control PCS 7 - PCS 7 OS Process Control A5E00324835-01 iii

Preface

Purpose of the Documentation

The "Operator Station Process Control" manual provides you with comprehensive instructions and all the Information you require for reliable operator control and monitoring of the process with the SIMATIC PCS 7 Process Control System.

Assumption

The functions and operations described in these Operating Instructions assume that you have a project created with SIMATIC PCS 7 that can be selected, set and activated for process control.

Target Group

This manual is primarily intended as a set of operating instructions for operator control and monitoring of the process by operators. The manual can also be used by project engineers who want to create a customized operator manual/process control manual for plant operators tailored to the needs of a particular plant. To assist in this task, the source document in Word format is also supplied. The document can be edited and revised for this purpose. The documentation is intended for persons active in the areas of plant control, planning, configuration and maintenance of automation systems with SIMATIC PCS 7.

Required Experience

To understand this manual, you require general experience in the area of automation engineering.

Knowledge and experience in working with computers or PC-like tools with the MS Windows 2000 Professional, MS Windows 2003, or MS Windows XP Professional operating systems is assumed. Since process control with SIMATIC PCS 7 is based on the STEP 7 basic software and operator station engineering, you should also be familiar with the basic software as described in the manuals "PCS 7 Configuration Manual Engineering Station" and "PCS 7 Configuration Manual Operator Station".

Validity of the Manual

The manual is valid for the SIMATIC PCS 7 Process Control System as of version 6.1.

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Preface

Process Control PCS 7 - PCS 7 OS Process Control iv A5E00324835-01

Further Support

If you have any technical questions, please get in touch with your Siemens representative or agent responsible.

You will find your contact person at:

http://www.siemens.com/automation/partner

You will find a guide to the technical documentation offered for the individual SIMATIC Products and Systems here at:

http://www.siemens.com/simatic-tech-doku-portal

The online catalog and order system is found under:

http://mall.ad.siemens.com/

Training Centers Siemens offers a number of training courses to familiarize you with the SIMATIC S7 automation system. Please contact your regional training center or our central training center in D 90327 Nuremberg, Germany for details:

Telephone: +49 (911) 895-3200.

Internet: http://www.sitrain.com

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Preface

Process Control PCS 7 - PCS 7 OS Process Control A5E00324835-01 v

Technical Support

You can reach the Technical Support for all A&D products

• Via the Web formula for the Support Request http://www.siemens.com/automation/support-request

• Phone: + 49 180 5050 222

• Fax: + 49 180 5050 223

Additional information about our Technical Support can be found on the Internet pages http://www.siemens.com/automation/service

Service & Support on the Internet In addition to our documentation, we offer our Know-how online on the internet at:

http://www.siemens.com/automation/service&support

where you will find the following:

• The newsletter, which constantly provides you with up-to-date information on your products.

• The right documents via our Search function in Service & Support.

• A forum, where users and experts from all over the world exchange their experiences.

• Your local representative for Automation & Drives.

• Information on field service, repairs, spare parts and more under "Services".

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Preface

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Process Control PCS 7 - PCS 7 OS Process Control A5E00324835-01 vii

Contents

1 What Does the Documentation Provide? 1-1

2 Additional Documentation 2-1

3 Structure of the Documentation 3-1

4 Graphical User Interface of PCS 7 OS Process Control 4-1

4.1 Introduction........................................................................................................4-1 4.2 Purpose of the Graphical User Interface...........................................................4-1 4.3 Layout of the Graphical User Interface .............................................................4-2 4.4 Appearance of the Mouse Pointer during Process Control...............................4-3 4.5 Overview Area...................................................................................................4-4 4.5.1 Purpose of the Overview Area ..........................................................................4-4 4.5.2 Input Functions in the Overview Area ...............................................................4-4 4.6 Working Area ....................................................................................................4-7 4.7 Button bar..........................................................................................................4-8 4.7.1 Purpose of the Button Bar.................................................................................4-8 4.7.2 Operator Control Functions in Button Set 1 ......................................................4-9 4.7.3 Operator Control Functions in Button Set 2 ....................................................4-12 4.7.4 Functions in the Button Set of the Message System ......................................4-14 4.8 Window Types in Process Control ..................................................................4-16

5 Controlling the System 5-1

5.1 What Are System Operations?..........................................................................5-1 5.2 How to Display Tooltips for Icons......................................................................5-1 5.3 How to Display Picture Information...................................................................5-2 5.4 How to Print the Screen Content ......................................................................5-3 5.5 How to Log on for Process Control ...................................................................5-4 5.6 How to Log off as the User or Log on as a New User ......................................5-5 5.7 How to Exit Process Control .............................................................................5-7 5.8 How to Acknowledge Messages .......................................................................5-8 5.9 How to Acknowledge a Signal Device ..............................................................5-9 5.10 How to Create New User and Assign Rights ..................................................5-10 5.11 How to Display the Monitoring of Your Plant Configuration............................5-12 5.12 How to Visualize an SFC in Process Mode ....................................................5-14 5.13 How to Open the BATCH Control Center .......................................................5-15 5.14 How to Change the Language of the User Interface ......................................5-16 5.15 How to Display Report Jobs............................................................................5-17

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6 Graphic System, Displaying Pictures and Controlling the Process 6-1

6.1 Functions of the Graphics System ....................................................................6-1 6.2 What Are Process Pictures? .............................................................................6-2 6.3 Elements in Process Pictures ...........................................................................6-3 6.4 What Are Operator Process Controls? .............................................................6-5 6.5 Conditions in the Overview Area.......................................................................6-6 6.5.1 How to Switch between Plant Areas .................................................................6-6 6.5.2 How to Acknowledge Messages in the Message Line......................................6-7 6.5.3 Group Display Status ........................................................................................6-8 6.5.4 How to Display the Source of the Alarm Using the Group Display...................6-9 6.5.5 How to Display the Alarm Source for a Pending Message (Loop in Alarm) ...6-10 6.5.6 How to Create the Incoming Alarm List ..........................................................6-11 6.5.7 How to Open the Picture Tree Navigator ........................................................6-11 6.6 Using the Button bar .......................................................................................6-14 6.6.1 How to Lock and Unlock Messages................................................................6-14 6.6.2 How to Select Pictures via a Measurement Point ...........................................6-15 6.6.3 How to Select Pictures Directly .......................................................................6-17 6.6.4 How to Select Pictures by Name ....................................................................6-19 6.6.5 Saving, Recalling and Deleting a Screen Composition ..................................6-20 6.6.5.1 Introduction......................................................................................................6-20 6.6.5.2 How to Save a Screen Composition ...............................................................6-21 6.6.5.3 How to Display the Saved Screen Composition .............................................6-22 6.6.5.4 How to Delete a Screen Composition .............................................................6-22 6.7 Conditions in Process Pictures .......................................................................6-23 6.7.1 Introduction......................................................................................................6-23 6.7.2 Block Icons and Faceplates ............................................................................6-23 6.7.3 Standardized Operator Input and Display Bar in Faceplates..........................6-25 6.7.4 How to Open a Faceplate ...............................................................................6-26 6.7.5 How to Acknowledge Messages in Faceplates ..............................................6-26 6.7.6 How to Lock Messages in Faceplates ............................................................6-29 6.7.7 How to Unlock Messages in Faceplates .........................................................6-30 6.7.8 How to Change the View within a Faceplate ..................................................6-31 6.7.9 How to Open the Loop Display of a Faceplate ...............................................6-32 6.7.10 Process Conditions in Faceplates...................................................................6-33 6.7.10.1 How to Use Binary Value Operations .............................................................6-33 6.7.10.2 How to Use Digital Value Operations..............................................................6-34

7 Trend System, Analyzing the Process 7-1

7.1 Functions of the Trend System .........................................................................7-1 7.2 Controlling Trend Groups..................................................................................7-3 7.2.1 Working with Trend Groups with Archive Tags.................................................7-3 7.2.2 Working with Trend Groups with Online Tags ..................................................7-5 7.2.3 How to Display, Delete, or Rename Saved Trend Groups ...............................7-7 7.3 Creating New Trend Groups .............................................................................7-8 7.3.1 How to Create New Trend Groups with Archive Tags ......................................7-8 7.3.2 How to Create New Trend Groups with Online Tags......................................7-10

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8 Message system, diagnostics of the process 8-1

8.1 Functions of the Message System....................................................................8-1 8.2 Structure and Status of Messages....................................................................8-2 8.3 Message Lists in PCS 7 ....................................................................................8-4 8.4 Message Strategy and System Response........................................................8-5 8.5 Acknowledgment Philosophy in SIMATIC PCS 7 .............................................8-7 8.6 Options and Use of Message Filters.................................................................8-8 8.7 Control Functions in Message Lists ................................................................8-10 8.7.1 Overview of the Functions in Message Lists...................................................8-10 8.7.2 Column Titles/Message Blocks and their Significance ...................................8-12 8.7.3 How to Filter Messages in Message Lists.......................................................8-13 8.7.4 How to Sort Messages in Message Lists Alphabetically.................................8-15

9 Reports system, documenting the process 9-1

9.1 Functions and Features of the Report System .................................................9-1

10 Add-On Package 10-1

10.1 Maintenance Station, Process Maintenance...................................................10-1 10.1.1 Introduction......................................................................................................10-1 10.1.2 Diagnostics Components in SIMATIC PCS 7 .................................................10-3 10.1.3 Diagnostic and Maintenance Icons in PCS 7..................................................10-4 10.1.3.1 Introduction......................................................................................................10-4 10.1.3.2 Diagnostics and Maintenance Icons in Block Icons........................................10-4 10.1.3.3 Diagnostics and Maintenance Icons in Faceplates.........................................10-8 10.1.3.4 Status Display for Redundant Components....................................................10-9 10.1.4 Design and Structure of the Diagnostics Screens ........................................10-15 10.1.5 Message Concept for Diagnostics Components...........................................10-16 10.1.6 Conditions in Diagnostic Pictures .................................................................10-17 10.1.6.1 How to Open the Diagnostics Overview Screen...........................................10-17 10.1.6.2 How to Open Diagnostics Screens over the Group Display .........................10-18 10.1.6.3 How to Open a Diagnostics Faceplate..........................................................10-18 10.1.7 Information and Conditions in Diagnostic Pictures .......................................10-19 10.1.7.1 Available Views of the Diagnostics Faceplates.............................................10-19 10.1.7.2 Operator Input Functions in all Faceplates ...................................................10-20 10.1.7.3 Diagnostics Faceplate, "Identification" View .................................................10-21 10.1.7.4 Diagnostics Faceplate, "Maintenance" View.................................................10-21 10.1.7.5 Diagnostics Faceplate, "Messages" View.....................................................10-26 10.1.7.6 Diagnostics Faceplate, "Diagnostics" View...................................................10-27 10.1.7.7 Diagnostics Faceplate, "Parameters" View...................................................10-28 10.1.7.8 Diagnostics Faceplate, "ChangeLog " View..................................................10-29 10.1.7.9 Diagnostics Faceplate, "Monitoring1" View ..................................................10-30 10.1.7.10 Diagnostics Faceplate, "Monitoring2" View ..................................................10-30 10.1.7.11 Diagnostics Faceplate, "Monitoring3" View ..................................................10-32

Index

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Process Control PCS 7 - PCS 7 OS Process Control A5E00324835-01 1-1

1 What Does the Documentation Provide?

Purpose of the Documentation

The "Operator Station Process Control" manual provides you with comprehensive instructions and all the Information you require for reliable operator control and monitoring of the process with the SIMATIC PCS 7 Process Control System.

Assumption

The functions and operations described in these Operating Instructions assume that you have a project created with SIMATIC PCS 7 that can be selected, set and activated for process control.

Target Group

This manual is primarily intended as a set of operating instructions for operator control and monitoring of the process by operators. The manual can also be used by project engineers who want to create a customized operator manual/process control manual for plant operators tailored to the needs of a particular plant. To assist in this task, the source document in Word format is also supplied. The document can be edited and revised for this purpose. The documentation is intended for persons active in the areas of plant control, planning, configuration and maintenance of automation systems with SIMATIC PCS 7.

Required Experience

To understand this manual, you require general experience in the area of automation engineering.

Knowledge and experience in working with computers or PC-like tools with the MS Windows 2000 Professional, MS Windows 2003, or MS Windows XP Professional operating systems is assumed. Since process control with SIMATIC PCS 7 is based on the STEP 7 basic software and operator station engineering, you should also be familiar with the basic software as described in the manuals "PCS 7 Configuration Manual Engineering Station" and "PCS 7 Configuration Manual Operator Station".

Validity of the Manual

The manual is valid for the SIMATIC PCS 7 Process Control System as of version 6.1.

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What Does the Documentation Provide?

Process Control PCS 7 - PCS 7 OS Process Control 1-2 A5E00324835-01

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Process Control PCS 7 - PCS 7 OS Process Control A5E00324835-01 2-1

2 Additional Documentation

The following table lists documentation in which you will find additional information. The content of all the online helps is also available in the electronic manuals. The "PCS 7 Library" documentation is available only a manual.

Online Help / Manual Purpose After installing SIMATIC PCS 7 V6.1, can be opened with:

Online help: Help on PCS 7, Configuration - Engineering System

Manual: Process Control System PCS 7 Engineering System

This supports you when configuring with the SIMATIC PCS 7 Process Control System on an engineering station.

Online help: Start > Simatic > Documentation > English > PCS 7 - Basic Documentation > Configuration - Engineering System

Manual: Start > Simatic > Documentation > English > PCS 7 - Configuration Manual Engineering System

Online help: Help on PCS 7, Configuration - Operator Station

Manual: Process Control System PCS 7 Operator Station

This supports you when configuring with the SIMATIC PCS 7 Process Control System on an operator station.

Online help: Start > Simatic > Documentation > English > PCS 7 - Basic Documentation > Configuration - Operator Station

Manual: Start > Simatic > Documentation > English > PCS 7 - Configuration Manual Operator Station

Online help: None

Manual: Process Control System PCS 7 Programming Instructions Blocks

The Programming Instructions describe how to create PCS 7-compliant AS blocks or faceplates.

Manual: Start > Simatic > Documentation > English > PCS 7 - Programming Instructions for Blocks V6.0

Online help: PCS 7 Library

Manual: Process Control System PCS 7 Library

This describes the blocks Online help: F1 key with a block selected in the block catalog of CFC

Manual: Start > Simatic > Documentation > English > PCS 7 - Manual for Library V6.0

Online help: Sequential Function Chart

Manual: SFC Visualization - Manual for S7

The documentation SFC Visualization supports you when configuring for SFC Visualization and describes how SFC charts and instances can be controlled and monitored by the operator.

Online help: Start > Simatic > WinCC > WinCC Information System, Options > Sequential Function Chart

Manual: Start > Simatic > Documentation > English > SFC Visualization - Manual for S7

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Additional Documentation

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3 Structure of the Documentation

The individual functions of the operator control and monitoring system are grouped in functional areas according to their tasks.

The functional areas are:

• Graphics system, working with process pictures In the graphics system, process information is displayed optimally in pictures, trends, or message pictures so that the current technological relationships and situation can be displayed quickly. The process information is displayed by system operations: fast and specific intervention in the active process is made possible by operator process controls.

• Trend system, displaying and analyzing process values 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 in faceplates.

• Message system, diagnostics of the process The are four different types of messages: process messages, process control messages, operator input messages and system messages. Messages from the automation system are displayed in chronological order in a variety of message lists. Depending on the assigned authorizations, the logged-on plant operator can acknowledge or only display messages in the message lists.

• Reports system, documenting the process In process control, the report system is used to document operations and messages and to acquire, process and output configured reports to a printer.

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Structure of the Documentation

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4 Graphical User Interface of PCS 7 OS Process Control

4.1 Introduction

This section introduces you to the tasks, layout and various functions of the graphical user interface for OS process control. The example used is a project from the field of chemistry.

4.2 Purpose of the Graphical User Interface

Essentially, the user interface for OS process control has the following functions:

• It provides a constant overview of the entire plant and makes the plant operator aware of problems.

• It supports you with fast picture changes allowing you to select the process pictures in which faults or problems have occurred.

• It allows fast operator input using buttons at "standardized" positions.

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Graphical User Interface of PCS 7 OS Process Control

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4.3 Layout of the Graphical User Interface

The user interface for OS process control is divided into the following three areas:

• Overview area, see 1

• Working area, see 2

• Button bar, see 3

The size of the user interface and the sizes of the three areas are specified in the configuration. The overview area and button bar are always displayed. The working area displays message lists and the individual process pictures that may have dialog windows superimposed over them when making process input in faceplates and operator input windows or making input to the system. The button bar consists of two button sets. The operator can switch from one to the other. An additional button set is provided for operating the message system.

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4.4 Appearance of the Mouse Pointer during Process Control

You work in the "overview area", "working area" and "button bar" by moving the mouse pointer to a button or an icon and pressing the left mouse button. The corresponding function is then executed.

As a general rule, you can input at locations where the mouse pointer changes to the following symbol.

If this mouse pointer symbol is not displayed, no input is possible.

When setpoints are to be entered, the mouse pointer changes to the following symbol:

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Graphical User Interface of PCS 7 OS Process Control

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4.5 Overview Area

4.5.1 Purpose of the Overview Area

The overview area provides you with a permanent overview of the entire plant. It is used for monitoring and fast detection of problems throughout the entire plant. Depending on the configuration, the overview area can be displayed in various layouts. The available layouts are specified in the OS Project Editor of the OS. In this description, we will use the "SIMATIC Standard 1024*768" layout.

Each plant area is represented by an area selection button in the overview window. The names of the area selection buttons are defined in the "Properties" dialog of the hierarchy folder in the plant view in the SIMATIC Manager. A hierarchy folder may have another name as the corresponding OS area.

Clicking on an area selection button displays the corresponding process picture at the highest picture hierarchy level in the working area. The latest incoming message is always displayed in the message row.

4.5.2 Input Functions in the Overview Area

The "Function / Display Element" column shows the icon and tooltip as 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.

Function / Display Element Explanation / Functionality Assignment to Function Area

Extended message line

Button to open a list displaying all received messages.

The list is displayed as a message window in the working area.

Message system

Loop in Alarm

Button for opening the process picture or the faceplate containing the source of the message or that caused the message displayed in the message line.

Whether the process picture or the faceplate is displayed depends on the configuration in the Block List Editor on the OS. The process picture is displayed as a new picture in the working area. The faceplate is displayed as a loop in the working area and is superimposed over the displayed process picture.

Graphics system

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Function / Display Element Explanation / Functionality Assignment to Function Area

Message line part 1

Message line part 2

The latest incoming message with the highest priority is always displayed in the message line.

The buttons or functions "Loop in alarm" and "Message acknowledgment" always relate to the message displayed in the message line.

The message line displays only messages that can be acknowledged with the "Process controlling" access right.

Message system

Message Acknowledgment Button

Button for acknowledging the message currently displayed in the message line.

If the message currently displayed in the message line is acknowledged with the acknowledgment button, the message disappears from the message line and the current as yet unacknowledged message is displayed.

Message system

Display of current date and time

Display of date and time in digital format. None

Activated area selection button

Non activated area selection button

Button for displaying the relevant area picture in the working area. The process picture configured at the highest level is always displayed. An activated area is indicated by a colored frame around the area selection button.

The labeling of the buttons is formed from the names of the hierarchy folders in the plant view in the SIMATIC Manager. All the hierarchy folders created here are entered in the overview area for process control.

Graphics system

Group display of the area

The group display shows the states of messages belonging to the area in graphic form. Each message button within the group display must be clicked individually 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 system error (yellow on black)

O=Operator prompt (white on lilac)

X=Message disabled

Graphics system

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Function / Display Element Explanation / Functionality Assignment to Function Area

Open Picture Tree Navigator

Button for opening the process window of the Picture Tree Navigator in the working area.

The Picture Tree Navigator helps you to select process pictures within an area quickly and to display them in the working area of the user interface.

System function

Screen printout / hardcopy

Button to start a printout of the screen. The currently displayed process control screen content is written to a temporary file and then output immediately to a connected printer.

System function

System login

Button for logging a user on and off for process control. The name of the currently logged on user is displayed.

Click on this box to display the "System Login" dialog box in the working area. If you have installed SIMATIC Logon, the "SIMATIC Logon Service" dialog is displayed instead for user logon.

Click the "Logout" button in the logon dialog to log off the user currently logged on, exit process control and disable all input. The operator inputs are enabled only after you log on again for process control.

System function

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4.6 Working Area

The individual process pictures of the various areas are displayed in the working area. The process is displayed, controlled and operated here. Process pictures are displayed as a result of the following operator actions in the working area:

• Selecting an area selection button in the overview area

• Selecting a picture in the overview area using the Picture Tree Navigator

• 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 assuming you have assembled process pictures as the logged on operator using the "Save screen composition" function

• Selecting the picture storage function in the button set such as "Output picture" or "Previous picture"

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4.7 Button bar

4.7.1 Purpose of the Button Bar

Two button sets with standardized buttons are defined for process control. When you start process control, button set 1 is displayed. You can switch between the two button sets with a button available in both button sets.

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, third button from right":

• Gray: The buttons are not active and cannot be used. This may be due to lacking operator control rights or missing process pictures.

• Colored: The buttons in the set are active and can be used.

Switching Between the Button Sets

Use the two buttons shown here to switch between the two button sets.

Tooltips for the Buttons

The tooltip is displayed if you place the mouse pointer briefly over one of the buttons within the set. This is a very brief explanation of the button function. The function is executed by clicking the right mouse button.

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4.7.2 Operator Control Functions in Button Set 1

The following tables lists the functions of the button set 1.

The "Function / Display Element" column shows the icon and tooltip displayed during process control. The "Required Permissions" column shows the permission levels from the User Administrator required to use this function. The reference in the "Assignment to Function Area" column shows you where to find more detailed information on the individual functions.

Function / Display Element

Explanation / Functionality Required Permissions

Assignment to Function Area

Change to button set 2

When you start process control, button set 1 is always displayed. To change to button set 2, click the button shown here. Button set 2 is then displayed in the button bar.

None System function

Password

Button for logging a user on and off for process control.

Click on this button to display the "System Login" dialog box in the working area. If you have installed SIMATIC Logon, the "SIMATIC Logon Service" dialog is displayed instead for user logon.

Click the "Logout" button in the logon dialog to log off the user currently logged on, exit process control and disable all input. The operator inputs are enabled only after you log on again for process control.

System change

System function

Message system

Opens the message system and the acknowledgeable incoming alarm list is displayed in the working area. The incoming alarm list displays all messages that have not yet been acknowledged. If the message system is open, a new button set (specifically for the message system) is displayed in the button bar.

Authorization for area

Message system

Reports

Opens the "Reports" system dialog that provides you with an overview of all reports.

The dialog provides you with additional information on the print jobs used in process mode.

Authorization for area

System function

Recall / configure trend groups

Opens the "Recall / configure trend groups" system dialog.

This function is used to display trends of selected process values graphically and, when necessary, to take corrective action for a trend within the process control.

Authorization for area

Trend system

Picture selection via measurement point

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.

Authorization for area

Graphics system

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Function / Display Element

Explanation / Functionality Required Permissions

Assignment to Function Area

Picture selection by name

Opens the "Picture selection by name" system dialog.

This function is used to select a graphic based on a name and to display it in the working area.

Authorization for area

Graphics system

Left picture

Displays the process picture in the working area that is to the left of the displayed process picture within the sub-area level.

This function is used to call up process pictures from the picture hierarchy and to display them in the working area.

None System function

Higher level picture

Displays the process picture at 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.

None System function

Detail picture

Displays the process picture at 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.

None System function

Right picture

Displays the process picture in the working area that is to the right of the displayed process picture within the sub-area level.

This function is used to call up process pictures from the picture hierarchy and to display them in the working area.

None System function

Previous picture

Displays the process picture last displayed in the working area.

None System function

Store picture

This function saves the currently displayed picture enabling you to later display it using the "Output picture" command.

None System function

Recall picture

The process picture saved with the "Store picture" function is displayed in the working area.

None System function

Recall screen composition

This calls to the screen a 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. Screen compositions are assigned to the logged on plant operator and are available only to this operator.

Authorization for area

System function

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Function / Display Element

Explanation / Functionality Required Permissions

Assignment to Function Area

Save screen composition

This saves the current composition of pictures and windows on the screen enabling to you call it up again later.

Authorization for area

System function

Delete screen composition

This deletes a screen composition of pictures and windows that has been previously saved.

Authorization for area

System function

Plant configuration

This function displays in the working area the picture of the plant configuration that was configured on the OS in the "Lifebeat Monitoring" editor.

This function is used to monitor OS servers, OS clients and automation systems (AS) that can be accessed over PC networks and industrial networks. In process mode, the operating state of each monitored object is displayed. The following states can be displayed:

• Connection established

• Connection not established = Fault

Note: "Plant-floor Asset Management" for SIMATIC PCS 7 is available as an add-on package. The add-on package enables you display a variety of diagnostic-capable components of a PCS 7 plant in diagnostic pictures and thereby judge the state of individual plant components.

Authorization for area

System function

Picture Information

This function opens a dialog in the working area in which the information is shown for the current displayed process picture.

None System function

Acknowledge horn

With this function, you acknowledge a pending signal from a signaling device such as a horn. The alarm that triggered the horn is, however, not acknowledged with this function.

The function is available in button set 2.

None System function

Acknowledge fault

With this function, you acknowledge all the visible messages displayed in a process picture in the working area. The identical function is available in button set 2.

Authorization for area

System function

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4.7.3 Operator Control Functions in Button Set 2

The following tables lists the functions of the button set 2.

The "Function / Display Element" column shows the icon and tooltip displayed during process control. The "Required Permissions" column shows the permission levels from the User Administrator required to use this function. The reference in the "Assignment to Function Area" column shows you where to find more detailed information on the individual functions.

Function / Display Element

Explanation / Functionality Required Permissions

Assignment to Function Area

Change to button set 1

With this function, you change from button set 2 to button set 1.

None System function

Language Switch

This function opens a dialog in the working area in which you can select the required graphical user interface language.

Monitoring System function

BATCH Control Center

This function 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 to the batch processes. The rights of the logged on operator to work in the BATCH Control Center are verified.

None System function

SFC Visualization

With this function, you open the "Open SFC" dialog in the working area. The icon 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 is used to control and monitor any number of sequential control systems (SFC charts and SFC instances). Configuration is not possible in process mode. For more detailed information on working with SFCs, refer to the corresponding online help

Monitoring System function

Lock messages

The "Lock messages" function is used to prevent the triggering of messages from all affected measurement points through group displays in the picture directly in the automation system.

Operator process controls

System function

Unlock messages

The "Unlock messages" function is used to release the triggering of messages from all affected measurement points through group displays in the picture directly in the automation system.

Operator process controls

System function

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Function / Display Element

Explanation / Functionality Required Permissions

Assignment to Function Area

User authorization

With this function, you open the "User Administrator" dialog.

The User Administrator is used to specify permissions for individual users involved in process control. All changes made to the user permissions are adopted immediately for process control.

User management

System function

Exit Runtime System

With this function, you open the "Exit Runtime" dialog.

This function is used to exit process control.

System change

System function

Change to button set 1

With this function, you switch from button set 2 to button set 1.

None System function

Acknowledge horn

With this function, you acknowledge a pending signal from a signaling device such as a horn. The alarm that triggered the horn is, however, not acknowledged with this function.

The function is identical to the function in button set 1.

None System function

Acknowledge fault

With this function, you acknowledge all the visible messages displayed in a process picture in the working area.

The function is identical to the function in button set 1.

None System function

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4.7.4 Functions in the Button Set of the Message System

How is the button set of the message system opened?

If you select the "Message system" function in button set 1, the incoming alarm list is displayed in working area and a new button set is displayed in the button bar.

Functions and Display Elements in the Button Set of the Message System

The "Function / Display Element" column shows the icon and tooltip as displayed during process control in the message system. For more detailed information, refer to the message system functions. To call up all functions within the message system, you require "Authorization for area" permissions.

Function / Display Element

Explanation / Functionality

Update

This function updates messages in the archive lists: process control message list, operator input list, history list. This function is only available in these message lists and is located top right in the message window, not in the button set. Alternatively, you can update by using the F5 key. All other message lists are automatically updated.

Previous graphic picture

With this function, you exit the message system and the last selected process picture is displayed again in the working area.

Incoming alarm list

This function displays the incoming alarm list in the working area. When you open the message system the first time, the incoming alarm list is always displayed.

The incoming alarm list displays all messages that have not yet been acknowledged.

Acknowledgeable incoming alarm list

This function displays the acknowledgeable incoming alarm list with two message lists in the working area.

Acknowledged alarm list

This function displays the acknowledged alarm list in the working area.

The acknowledged alarm list displays all messages that were acknowledged but have not yet exited the state.

Acknowledgeable acknowledged alarm list

This function displays the acknowledgeable acknowledged alarm list with two message lists in the working area.

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Function / Display Element

Explanation / Functionality

Outgoing alarm list

This function displays the outgoing alarm list in the working area.

The outgoing alarm list displays all messages that went out but have not yet been acknowledged.

Outgoing alarm list, acknowledgeable

This function displays the acknowledgeable outgoing alarm list with two message lists in the working area.

Process alarms

This function displays the list with process alarms in the working area.

The process alarm list shows all PCS 7 process control messages from the AS, field devices, I/O and OS.

Operation list

This function displays the operation list in the working area.

The operation list shows all operator input messages, for example, the operator input in the faceplates in the order in which they are configured.

Journal list

This function displays the journal list in the working area.

The journal list contains all events that have occurred in process control.

Prints message sequence logs

Prints message events as message sequence logs in chronological order on a connected printer. The print job is printed either by page or on row-oriented printers.

Acknowledge horn

The function is identical to the function in button set 1 and 2.

Acknowledge error

With this function you acknowledge visible messages in the message list.

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4.8 Window Types in Process Control

Introduction

Windows are superimposed on the pictures in the working area. This occurs when you make input in the overview, working and button areas.

Windows are divided into various different types:

• Preconfigured process windows Process windows can contain process pictures, faceplates as group or loop displays or operator input.

• Preconfigured system windows System windows can contain warnings and instructions.

• Preconfigured system dialogs

• The windows of the Picture Tree Navigator that displays the hierarchy of the plant pictures.

Preconfigured Process Windows

Process windows are preconfigured by the system.

The pictures displayed as process pictures using the function "Picture selection by name" open in a predefined size and position in the working area. You can change the size of these pictures.

Process picture in the process window

Faceplates as group display or as loop display open in a predefined size and position in the working area, however, you cannot change the size.

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Faceplate as group display in the process window

Input windows are displayed during operator input and are used to set parameters. In input windows, you enter values in an input box or click on lists or scroll bars. Once the input is complete, the input window disappears when you click the "OK" button. When opened, input windows have a predefined size and are located at a predefined position in the window of the faceplate. You cannot change the size of these windows but you can move them within the window of the faceplate.

Input window

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Preconfigured System Windows

System windows appear when you make input and display explanatory texts relating to the errors/faults or dangers detected by the system. System windows can contain warnings and picture information. System windows are always displayed at a preconfigured position in the working area.

Warning

Preconfigured System Dialogs

System dialogs are displayed while you are making input using the two button sets in the working area. You can only change the size of dialogs that require a lot of space due to lists within the working area. All system dialogs can be moved within the working area. Dialog windows include, for example, the "Load/configure trend groups", "Reports", or "Recall screen composition" functions.

System dialog

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Window of the Picture Tree Navigator

The Picture Tree Navigator window is opened 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 select the lower section of the tree in any case, however.

Picture Tree Navigator

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5 Controlling the System

5.1 What Are System Operations?

System operations have no effect on the process. They only have an internal effect in the OS. System operations are used to control the system and allow you to manipulate the handling of process pictures and dialogs.

System operations include, for example:

• Selection of pictures and dialogs

• Repositioning pictures in their windows

5.2 How to Display Tooltips for Icons

A tooltip for an icon in the overview and button areas is displayed when you position the mouse pointer briefly over an icon.

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5.3 How to Display Picture Information

You can show information about the process picture currently displayed in the working area. The picture information displayed always refers to the picture displayed in the working area, not to pictures displayed in the process windows in working area. If the process picture changes while the window is open, the data in the window is updated immediately and relates to the process picture now displayed in the working area.

Procedure

Click on the "Picture information" function in button set 1 in the button bar.

Result

The dialog with information about the picture in the working area is displayed superimposed over the displayed process picture.

Picture Information Dialog

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5.4 How to Print the Screen Content

With the "Hardcopy" function, you can print the content of the screen. This hardcopy is output immediately to a connected printer.

Prerequisite

A printer must be connected to the OS client on which the process is visualized or a network printer must be configured.

Procedure

Start the printout, click the "Hardcopy" function in the overview area.

Result

The process control screen content is written to a temporary file and then output immediately to a connected printer.

Note:

If you start of 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 in the process control list.

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5.5 How to Log on for Process Control

If you start the process control in the WinCC Explorer, you can log on for process control in two ways:

• By entering your user name and password.

Note:

You can log on using he OS dialog or the SIMATIC Logon dialog.

• By inserting your smart card in the connected smart card reader. To log on for process control, insert your smart card in the reader.

Note:

Inserting the smart card prevents you from logging on in the logon dialog.

Where are the functions in the process control user interface?

Function / Display Element Where?

In the overview area

In button set 1

Procedure

1. Click the "Password" function in the overview area or use the identical function in button set 1. If you do not use SIMATIC Logon, the "System Login" dialog is displayed in the working area. If you use SIMATIC Logon, the "SIMATIC Logon Service" dialog is displayed.

2. Enter your login name and your password in the "System Login" OS dialog.

3. Enter your user name and password in the "SIMATIC Logon Service" dialog and select the logon domain or computer name from the drop-down list.

Result

After logging on successfully, the available buttons are activated in the overview area and button bar and you can work with and monitor process control.

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5.6 How to Log off as the User or Log on as a New User

In addition to logging on for process control in the "System Login" or "SIMATIC Logon Service" dialogs, you can also log off as user or log on as a new user. You should log off each time you leave your operator station. This will ensure that no other user can gain access to the plant under your name.

Where are the functions in the process control user interface?

Function / Display Element Where?

In the overview area

In button set 1

Procedure

1. Open the "System Login" or "SIMATIC Logon Service" dialog using either the "Password" function in the overview area or the identical function in button set 1.

2. In the "System Login" or "SIMATIC Logon Service" dialog, click on the "Logout" or "Log off" button.

Result

The most important operator input functions in the overview area and in the button bar are disabled in the user interface and the process picture displayed in the working area is closed. This means that the process can no longer be controlled and monitored. The operator input functions are enabled again only after you log on using one of the two logon dialogs for process control.

How to Log on as a New User for Process Control

Note:

If no user is logged on at the time of your system logon, proceed as described in the section, "How to Log on for Process Control".

If another user is logged on at the time of your system logon, the user is not required to log off. You can log on immediately as described below.

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Procedure

1. Open the logon dialog with the "Password" function in the overview area or in button set 1.

2. Enter your login name or user name and your password in the logon dialog. In the "SIMATIC Logon Service" dialog, you must also select the logon domain all the computer name from the drop-down list.

Result

The operator input functions in the overview area and the button bar are enabled again and are available to the logged on user.

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5.7 How to Exit Process Control

You exit process control with the "Exit Runtime" function in button set 2.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 2

Procedure

1. If not already set, change to button set 2 with the "Change button set" function.

2. Click on the "Exit runtime" function in button set 2. The "Exit runtime" dialog is displayed in the working area.

3. Confirm that you want to end process control in the dialog by clicking on the "Deactivate" button".

Exiting Process Control

Result

Process control is exited and the process control user interface closes.

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5.8 How to Acknowledge Messages

The function with the display elements described below has two different effects:

• When you click on the function in button set 1 or 2, all messages in the open process picture are acknowledged. See section "Message Acknowledgment in Process Pictures".

• When you click on the function in message systems, all the visible messages in the incoming alarm list are acknowledged. See section "Message Acknowledgment in the Message System".

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1 and 2

Message Acknowledgment in Process Pictures

Regardless of whether the message system is open or not, all messages displayed in group displays or faceplates are acknowledged with the "Acknowledge fault" function available in button set 1 and 2.

Acknowledging Messages in the Message System, Incoming Alarm List

With the "Acknowledge messages" function in button sets 1 and 2, you acknowledge all the visible messages in the incoming alarm list. Messages that have not yet gone out are removed from the incoming alarm list and entered into the acknowledged alarm list.

Only the messages in the incoming alarm list that are visible on screen are acknowledged. This means that you only acknowledge messages that you have actually seen.

Individual messages in the incoming alarm list are acknowledged as follows:

1. Click on the "Autoscroll" function in the toolbar of the message window.

2. Select the message you wish to acknowledge. The selection marking appears in the message number column.

3. Click on the "Acknowledge message" function in the toolbar of the message window.

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5.9 How to Acknowledge a Signal Device

Signaling devices, for example audible or light indicators, 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, the horn signal must be acknowledged. An audible signal is also acknowledged when the corresponding message is acknowledged.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1 and 2

Procedure

Click the "Acknowledge horn" function contained in button set 1 and 2 to acknowledge a signaling device, for example an audible or light indicator.

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.

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5.10 How to Create New User and Assign Rights

You can create new users and specify their rights using the User Administrator. If you do not use authorizations functions in your project; in other words, no users are configured in the User Administrator, you can always use or operator input options. If, however, you have set up users for process control in the project, protected operations are possible only when a user with the relevant rights is logged on.

Only the user who has authorization for the User Administration level also has the authorization to start the User Administrator. All modifications made to user authorizations have an immediate effect on process control once the modifications have been saved.

User Hierarchies in PCS 7

The authorizations listed below correspond to the user hierarchies in SIMATIC PCS 7.

The following default authorizations can neither be deleted nor modified.

Number Function Meaning

1 User management If this authorization is set, the logged on operator can open user management and make modifications.

2 Authorization for area If this authorization is set, the logged on operator can select the released plant areas from the overview.

3 System change If this authorization is set, the logged on operator is permitted to change states, for example, the authorization to exit process mode.

4 Monitoring If this authorization is set, the logged on operator can monitor the process without, however, making any input, for example selecting the BATCH Control Center.

5 Operator process controls

If this authorization is set, the logged on operator can perform process operations.

6 Higher process controlling

If this authorization is set, the logged on operator is allowed to make input with permanent effects on the process, for example modifying the limit values of a controller.

7 Report system If this authorization is set, the logged on operator can use the report functions in process mode.

8 Archive controlling No longer relevant for SIMATIC PCS 7 V6.1.

1000 Activate remote If this authorization is set, the logged on operator can activate a PCS 7 project on an OS server from a standard client.

1001 Configure remote OS client access to the OS server project. Not relevant for SIMATIC PCS 7.

1002 Dat@Monitor - Just monitor

Access to an OS via the "Dat@Monitor" application Not relevant for SIMATIC PCS 7.

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Where is the function in the process control user interface?

Function / Display Element Where?

In button set 2

Procedure

1. If not already set, change to button set 2 with the "Change button set" function.

2. Click on the "User authorization" function in button set 2.

Result

The "User Administrator" dialog is displayed in the working area.

User Administrator

Further Information

Working with the User Administrator is described in the online help Start > Simatic > WinCC > WinCC Information System > Working with WinCC > Structure of a User Management.

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5.11 How to Display the Monitoring of Your Plant Configuration

Background Information

Lifebeat monitoring handles the permanent monitoring of the individual systems such as OS and AS and generates a process control message, for example in response to an impaired connection to the AS that is displayed in the incoming alarm list in the message system.

The monitoring of the configured components is automatically initiated following a restart and is repeated cyclically. If there is repeatedly no response from a node, the process control message such as "Connection error to device AS" is displayed in the incoming alarm list.

Structure of the Process Picture

The picture of the plant configuration is created on the OS. In process mode, all components monitored are displayed graphically. Components that are currently not functional, for instance due to a fault, are shown crossed through in the picture of the plant configuration.

Disturbed Connection to AS

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

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Procedure

Click on the "Plant configuration" function in button set 1.

Result

The picture of the plant configuration configured on the OS is displayed in the working area. The picture replaces any process picture displayed there. With the "Previous picture" function also in button set 1, you can change back to the last displayed process picture in the working area.

Further Information

For more detailed information on configuring a picture of the plant configuration, refer to the online help Start > Simatic > WinCC > WinCC Information System > Options > Options for Process Control > Lifebeat Monitoring.

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5.12 How to Visualize an SFC in Process Mode

What is SFC?

SFC (Sequential Function Chart) is a sequential control system used for the control of processes based on control-flow.

In process control, 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.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 2

Procedure

1. Change to button set 2 and click on the "SFC Visualization" function. The "Open SFC" dialog is displayed in the working area.

2. In the left window, select a hierarchy folder and then an SFC name and click on the "OK" button. The overview picture of the SFC is displayed in the working area.

3. If you click in the window of the overview, the relevant SFC is displayed in the working area.

Further Information

Operations within a SFC chart or SFC instance are described in detail in the "SFC Visualization - Manual for S7" in "3 SFC Operator Control and Monitoring". You can open the relevant online help with Start > Simatic > WinCC > WinCC Information System > Options > Sequential Function Chart > Documentation on SFC.

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5.13 How to Open the BATCH Control Center

Background Information

The "BATCH Control Center" function is displayed in button set 2 only if SIMATIC BATCH is installed on the OS. Otherwise, the function is not displayed in button set 2.

Prerequisite

The BATCH Control Center can only be opened on the OS if the BATCH server and the corresponding databases are active. How the BATCH server starts up is specified in the BATCH Start Coordinator.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 2

Procedure

If you have not already done so, change to button set 2 and click on the "BATCH Control Center" function.

Result

The user interface of the BATCH 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 BATCH Control Center in the working area. By activating the pin function at the far right in the toolbar of the BATCH Control Center, the BATCH Control Center always remains in the foreground, even when you acknowledge a message in the overview of the user interface, for example.

Further Information

For more detailed information on SIMATIC BATCH, go to Start > Simatic > Documentation > English > SIMATIC BATCH Manual or SIMATIC BATCH Getting Started (PDF).

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5.14 How to Change the Language of the User Interface

Background Information

In process mode, you can switch the language of the user interface.

The languages do not depend on the PCS 7 installation. These are the languages for display devices that have been configured by the project engineer. System dialogs such as "Filtering messages", "Configure trend groups", "SFC visualization", etc. are offered in the following languages: English, German, French.

Of course, it only makes sense to switch languages when all the text in the pictures, the messages etc. have been configured in the respective language.

After you have changed languages, all process mode functions such as tooltips on functions within the button sets are displayed in the selected language. In pictures, for example, any configured static texts are displayed in the selected language. The language change takes immediate effect.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 2

Procedure

1. If you have not already done so, change to button set 2 and click on the "Language change" function. The "Change Language" dialog opens in which you can select the language you require.

2. When you select an option button for a language, a new dialog opens informing you that the language is being changed and asking you to wait for a few moments.

Result

Once complete, all functions of the user interface and text elements in process pictures are in the language you have selected.

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5.15 How to Display Report Jobs

Background Information

The "Report" function provides you with additional information on the print jobs used in process mode. You obtain information such as the layout assigned to a print job, when a timed print job executes, or the printer used for a printout. You can display your custom print jobs. You will find the tooltips for the icons useful. You cannot make settings or change the configuration in this window. This has to be done in the "Report Designer" editor on the OS.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Procedure

If you have not already done so, change to button set 1 and click on the "Reports" function.

Result

The "Reports" dialog is displayed 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 can exit the dialog with the "Close" icon in the toolbar.

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6 Graphic System, Displaying Pictures and Controlling the Process

6.1 Functions of the Graphics System

Introductory Information on this Section

The functions of the graphics system are used in process control for operating and monitoring the events of the process. Process control takes place in the working area. The purposes of the graphic system include:

• Displaying the plant in a plant overview

• Displaying process pictures in the working area

• Controlling the process and system

• Displaying the status of alarms.

With these functions, you can monitor the process and intervene in the process with the operator control functions.

The functions listed above are described in the following sections.

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6.2 What Are Process Pictures?

Process pictures are freely 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 consist of a static and a dynamic picture component. Depending on the configuration, both the static and the dynamic elements allow user interactions.

Process picture

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6.3 Elements in Process Pictures

There are two components in process pictures:

• Static picture components These include all picture elements that do not change within the display.

• Dynamic picture components These include all picture elements that display process values or states. These are, for example:

- Digital values

- Bar graph

- 3D bar graph

- Group display

- Output and input texts

- Trends

- Status displays

- Extended status display

- Block icons

- Faceplates

Dynamic Picture Components

Process values Explanation

Digital value Digital values from the process are displayed in the form of digital output. In most cases, a unit of measure is displayed next to the digital value. Digital input is used for setting setpoints or manipulated variables. Digital values are often only used for display.

Digital values can be distinguished according to their display format:

Integer (whole numbers with 2 to 9 places)

Fixed point numbers (fixed position of the decimal point, preceded by between 2 and 9 digits and followed by 0 to 5 digits)

Floating point numbers (variable position of the decimal point depending on the value, preceded by 2 to 8 digits and followed by 1 to 7 digits)

Exponential number

Such things as limit value violations can be displayed by changing the background color or pattern .

Bar graph Bar graphs display process values in analog form. The current value is then represented by a scalable bar. The following formats are provided for bar graphs:

• Simple bar graphs for analog values displaying process values.

• Double bar graphs for analog values simultaneously displaying setpoints and process values.

• Horizontal bar graphs for displaying manipulated variables.

• "Limit value" bar graphs for displaying high and low limits.

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Process values Explanation

3D bar graph 3D bar graphs are available for the graphic display of values relative to an upper and lower limit value. Limit value violations can be indicated by changing the color.

Group display Display of alarm and warning states

Input text Input texts are dynamic texts which you enter into a field of predetermined length (number of characters). If the field is only partially filled, the remainder will be padded with filler characters specified during configuration. Characters configured as impermissible are not displayed on the screen.

Output text Output texts are dynamic texts which are output in a field of predetermined length (number of characters). You can display process states in the form of text, for example, or display context-dependent operator prompts. Multiline texts may be configured.

Trends Trend displays permit the monitoring of current or archived process executions in the time domain.

Status display Status displays are small graphics (icons) which appear in the pictures. They enable process or plant states to be tracked. For instance, a status display may be a valve icon which changes its color and position depending on the status of the valve. Status displays may consist of different symbols, or of the same symbol in different colors/patterns.

Extended status display

Extended status displays are displayed within block icons that are placed in process pictures. The status of the a variety of tags are shown with the extended status display. They provide an initial source of information about the status. The states of tags are changed in the corresponding faceplates.

Example:

• Display of operating mode, M = manual, A = automatic

• Display of the setpoint, I = internal, E = external

Block icons Graphical representation as an overview of information about a technological block with operator control and monitoring capability from the AS. The block icon is typically placed in a process picture.

Faceplates 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 require the corresponding faceplate. The faceplate contains the graphical 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 of the OS. A faceplate exists for every technological block type in the PCS 7 library.

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6.4 What Are Operator Process Controls?

Operator process controls affect the connected automation system. They adjust values such as setpoints, valve positions or limits in the automation system. Operator process controls are performed in process pictures, button sets or faceplates and are possible only when the logged on operator has adequate authorization.

Operator process controls include, for example:

• Setting binary values

• Setting analog values

• Incrementing and decrementing

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6.5 Conditions in the Overview Area

6.5.1 How to Switch between Plant Areas

Area Selection Buttons in the Overview Area

Process pictures of the individual areas are displayed in the working area. They can be selected in the overview area using area selection buttons.

Area Selection Buttons and their Appearance

There are three color display modes for the area selection buttons.

• No color (gray): The button is not active. No area pictures can be selected. This is the case if the currently logged on operator does not have the "Authorization for Area".

• Black font on a gray background: The buttons are active, the area picture can be selected and is displayed in the working area.

• Black font on cyan background: Currently selected plant area.

Where is the function in the process control user interface?

Function / Display Element Where?

Area Selection Buttons in the Overview Area

Procedure

You can open a process picture of an area by clicking on an area selection button in the overview area.

Result

The process picture selected with an area selection button in the overview area is displayed in the working area.

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6.5.2 How to Acknowledge Messages in the Message Line

Latest Message in the Message Line

While the process is running, messages such as warnings, alarms or process control messages are displayed in the message line in the overview area. Only messages requiring acknowledgment are displayed in the message line from the area for which the logged on user has authorization. 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.

If you would like more information about a displayed message, use the "Message system" function in button set 1 or in the overview area of the message system. You can select and display a variety of message lists in the message system. You acknowledge messages in the incoming alarm list and went out message lists.

Where is the function in the process control user interface?

Function / Display Element Where?

To the right of the message line in the overview area

Procedure

Click on the "Acknowledge" function 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 generated for acknowledgment of the message with information about the user who acknowledged the message.

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6.5.3 Group Display Status

Specific Intervention in the Process

The group display is assigned to areas in the overview area. It shows you the area or area picture in which there are process disturbances. The group display enables you to react quickly to pending messages. The operator can intervene goal-directed in the process by opening the process picture in which the messages occur, the "Loop in Alarm" function.

Group displays for process alarms and process control alarms

Different kinds of messages are displayed in the group display. They apply only to the area for which they are displayed. The following types of message exist:

Message type

Field in the group display

Class

Process alarm

1 and 2 A: Alarm , white font on red background, flashing when incoming and not acknowledged

W: Warning, black font on yellow background, flashing when incoming and not acknowledged

T: Tolerance, black font on yellow background, flashing when incoming and not acknowledged

Process control alarms

3 S: Disturbance, yellow font on black background, flashing when incoming and not acknowledged

S: Disturbance in field, yellow font on black background, flashing when incoming and not acknowledged

M: Preventative maintenance, yellow font on black background, flashing when incoming and not acknowledged

Operator input display

4 O: Operator prompt, white font on lilac background, not flashing when incoming

Lock messages

5 X: Messages locked, white font on a gray background, not flashing when incoming

Group display

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Rules for a Group Display

The following applies as a matter of principle:

• The group displays in the area overview are derived by logical ORing from the sum of all group displays that belong to the process pictures associated with the area.

• The assignment between block-specific fault messages and their respective message classes is fixed and cannot be changed in process mode.

• Class A messages requiring acknowledgment are, W: Warning, S: Disturbance and F: Disturbance in field.

6.5.4 How to Display the Source of the Alarm Using the Group Display

When a message occurs, it is displayed in a field of the group display with a letter on a colored, flashing background. You can display the alarm source by clicking on the corresponding group display in the overview area.

Hierarchy of the Group Displays

The group display usually consists of several individual displays assigned to it in an area or sub-area. This forms a hierarchy for group displays. When you select the alarm source, the picture displayed is the one at the lowest level that allows an assignment to a particular message.

Where is the function in the process control user interface?

Function / Display Element Where?

To the right of an area selection button in the overview area

Procedure

1. By placing the mouse pointer on the group display which contain the messages with flashing icons, the "Show fault" tooltip is displayed below the mouse pointer.

2. If you click on the group display in the overview area, the process picture containing the disturbance is displayed in the working area.

Note:

If there is no connection to a process tag, or there is a bad configuration the buttons

• of a group display object in a picture are disabled and grayed out.

• of group display is in the overview area are displayed in light gray in the "pressed" position.

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Result

The process picture containing the disturbance is displayed in the working area. The process tag where the message in the message line originated is displayed in cyan. If you click on the icon, the faceplate opens. You can obtain information on the faceplate by opening the faceplate as a loop display. The information contained in the circular picture of the faceplate enables you to trace the cause of the message.

6.5.5 How to Display the Alarm Source for a Pending Message (Loop in Alarm)

Loop in Alarm Function

If a message exists in the message line of the overview area, you can display a process picture with the process environment using the picture change function "Loop in Alarm". The "Loop in Alarm" function is located in the overview area beside the message line and always relates to the message displayed in the message line.

Where is the function in the process control user interface?

Function / Display Element Where?

• To the left of the message line in the overview

area

• In all message lists except for the operator input list

Procedure

Click on the "Loop in Alarm" function in the overview area to the left of the message line.

Result

The picture in the working area changes and the process picture with the process environment of the message source is displayed. The process tag where the message in the message line originated is displayed in cyan.

If the message currently in the message line cannot be uniquely assigned to a process picture in which the cause of the message is located, the faceplate is displayed as a loop display in a process window in the working area instead of the process picture.

The assignment of process tags to the process picture or start picture is made in the block list editor of the OS. Here, every process tag can be assigned to a process picture. You cannot make an assignment in process mode.

Once you have taken notice of the message, you can display the previously selected graphic picture again with the "Previous picture" function in button set 1.

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6.5.6 How to Create the Incoming Alarm List

Overview

At the far left beside the message line, you will see the "Message system" function with which you can display the incoming alarm list. The incoming alarm list is displayed in the work area and contains not only the message currently displayed in the message line but also other pending messages that are not yet acknowledged. This function in the overview are is identical to the function in button set 2.

Where is the function in the process control user interface?

Function / Display Element Where?

At the top left in the overview area, in button set 1 or in the button set of the message system.

Procedure

Click on the "Message system" function in the overview area to the far left beside the message line or click on the "Message system" function in button set 1 or in the button set of the message system.

Result

The incoming alarm list is displayed as a process window in the working area and is superimposed over any process picture displayed there. The way pending messages are handled in the various message lists is explained in the section "Message System".

6.5.7 How to Open the Picture Tree Navigator

Overview

The Picture Tree Navigator allows you to select hierarchically structured process pictures and display them in the working area. If there are further 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 reflects or adopts the hierarchical structure from the "Plant View" of the SIMATIC Manager in which the process pictures were configured.

Each area in the overview area is displayed by an area selection button, a corresponding group display and a button for opening the Picture Tree Navigator.

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Navigation in the Picture Tree

You can navigate through the structure or plant hierarchy provided by the SIMATIC Manager using the Picture Tree Navigator and select specific process pictures. In addition to the Picture Tree Navigator, you can also use the functions "Picture left", "Picture up", "Detailed picture" and "Picture right" in button set 1 to navigate through the picture tree.

With the "Picture up" and "Detailed picture", 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 move within a sub-area level and 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 2 are only available when the hierarchical structure of the SIMATIC Manager contains process pictures that also exist in the Picture Tree Navigator.

Where is the function in the process control user interface?

Function / Display Element Where?

To the right of the overview area beside a group display.

Procedure

Click on the "Open Picture Tree Navigator" function 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.

Picture Tree Navigator

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Input in the Picture Tree Navigator

You can do the following in the Picture Tree Navigator:

• If you click on the plus or minus character, you expand or collapse the sub-area. If neither character exists, there is no process picture in this sub-area.

• If 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 disappears. 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 label is shown on a cyan color background in the Picture Tree Navigator.

• Each area picture is assigned a group display with which you can navigate to the process picture where the fault is occurring. This process picture is then displayed in the working area.

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6.6 Using the Button bar

6.6.1 How to Lock and Unlock Messages

Overview

During process phases of the revision it is practical to lock messages from all process tag of an area and unlock them later. With a single action, you can lock and unlock all messages relating to the process tags for an area. Each process tag disabled or enabled based on the area can be enabled or disabled individually.

Where are the functions in the process control user interface?

Function / Display Element Where?

Lock messages

Unlock messages

In button set 2

How to "Lock Messages"

By clicking the "Lock messages" button in button set 2, you lock messages.

Result "Lock Messages"

Messages of all process tags of an area are locked.

All messages of the underlying process tags in the group display hierarchy of the area are locked. When you lock messages, the following events occur:

• The process tag no longer signals.

• An operator input message is generated for each process tag indicating that messages of a process tag were locked.

• The lock is displayed in the process tags

• The lock is displayed in the group display of the higher-level group display hierarchy and in the overview area.

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How to "Unlock Messages"

If you click on the "Unlock Messages" button in button set 2, you unlock the locked messages again.

Result "Unlock Messages"

All messages for process tags of an area are unlocked again. All messages of the underlying process tags in the group display hierarchy of the area are unlocked again. When you unlock messages, the following events occur:

• The process tag signals again.

• An operator input message is generated for each process tag indicating that messages of a process tag were unlocked.

• The display of the lock in the process tags 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 messages of the individual process tags in the faceplate.

6.6.2 How to Select Pictures via a Measurement Point

Overview

In addition to the options for changing pictures in the working area, pictures can be selected and displayed by measurement points. This is a separate "Picture selection via measurement point" function. You can select the measurement points (process tags) in the dialog and display the process picture containing the measurement point in various display modes in the working area. The system checks whether the logged on operator has the required permissions.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

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Prerequisites

• Process tags (measurement points) not assigned to an area and for which no group displays are configured are not available in the "Picture selection via measurement point" dialog if area-specific authorizations are configured for the currently logged on operator.

• You can only select one measurement point in the dialog and display the picture with the measurement point. Start the "Picture selection via measurement point" function several times to display multiple pictures with measurement points in process windows.

Procedure

1. Click on the "Picture selection via measurement point" function in button set 1.

2. Make the following settings in the "Picture selection via measurement point" dialog:

- Server selection list: Select the OS server with the measurement points you want to display.

- Tag type list: Select the tag type to be displayed. This considerably reduces the process tag list and makes browsing easier. By default, "<All>" process tags are displayed.

- Tag filter: Use the tag filter to enter a search criterion. Only the process tags satisfying the filter criterion will then be displayed. Example: B2*. Only process tags with names beginning with the characters B2 are displayed. The * character is a wildcard for all characters.

- Exclusive: Use this filter to exclude tags from the search. The filter settings are analogous to those above.

- Process tag list: In the list of tags, select those you want to display within a process picture in the working area.

- Display mode options: In the display mode area, you can select one of the available modes. Loop display in working area: The picture with the process tag is displayed as a faceplate in loop display mode in the working area. Loop display as window: The picture with the process tag is displayed as a faceplate in loop display mode in a process window. Group: The picture with the process tag is displayed as a faceplate in a group display in the working area. Process picture in working area: The picture with the process tag is displayed as a process picture in the working 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 working area and is superimposed on a picture already displayed there.

3. Click the "OK" button.

Result

The picture with the selected process tag is displayed in the selected display mode in the working area. The measurement point you have selected is displayed in cyan.

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6.6.3 How to Select Pictures Directly

Selection Options

You have the option of selecting pictures directly with three functions in button set 1. These are the functions "Previous picture", "Store picture" and "Recall picture".

Selecting Pictures from the Picture Change Clipboard with the "Previous Picture" Function

The system logs each picture change in the working area and allows you to display the previously displayed process picture. A picture change clipboard manages the last eight pictures you have selected and these can be displayed again in the working area in the reverse order. When you have redisplayed all the available pictures from the picture change clipboard, the clipboard is empty and will only be filled again by selecting pictures.

Note:

Permissions for pictures in the picture change clipboard are set for individual users. The picture change clipboard needs to be deleted each time the user changes; otherwise the operator may select area to which he has no access.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Procedure

Click on the "Previous picture" function more than once to redisplay pictures in the working area.

Selecting Graphic Pictures from the Picture Clipboard with the "Store Picture" and "Recall Picture" Function

The picture clipboard is used for simple storage of a picture displayed in the working area. Such a picture can then be recalled at any time, even more than once. Storing a new picture will overwrite the previous picture in the picture clipboard.

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Note:

Permissions for pictures in the picture clipboard are set for individual users. This means that whenever there is a change of user, the entire content of the picture clipboard is cleared and must be refilled by the newly logged on operator.

Procedure

1. You put a picture displayed in the working area onto the picture clipboard with the "Store picture" function.

2. A picture is retrieved from the picture clipboard and displayed by using the "Recall picture" function. This can be performed in any process picture.

Result

A process picture that has be previously saved with the "Store picture" function can be displayed using the "Recall picture" function.

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6.6.4 How to Select Pictures by Name

Overview

From a list of all graphic pictures that belong to the current project and are stored in the project folder, you can select and display pictures in the working area as full pictures or as pictures in a process window. The system checks whether the logged on operator has the required permissions.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Procedure

1. Click on the "Picture selection by name" function in button set 1.

2. Make the following settings in the "Picture Selection by Name" dialog:

- Server selection list: Select the OS server with the picture name you want to display. This box is only active if you start the function from within a WinCC OS client project.

- Picture name filter: Use the filter to enter a search criterion. Only the picture names satisfying the filter criterion will then be displayed. Example: F*. Only picture names with names beginning with the character F are displayed. The * character is a wildcard for all characters.

- Not: Use this filter to exclude names from the search. The filter settings are analogous to those above.

- Picture list: Select the picture name in the list to display this picture in the working area.

- View: Select one of the two types of views: Working area: The picture to be displayed is shown as a full picture in the working area and replaced any process picture already displayed here. Process picture: The picture is displayed as a picture in a process window in the working area and is superimposed on a picture already displayed there.

- Preview: Select the "Display" check box to see a preview of the selected picture in the preview window.

3. Then click the "OK" button.

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Result

The selected picture is displayed as a full picture or within a process window in the working area.

Note:

You can only select and display one picture in the dialog. Start the "Picture selection by name" function several times to display multiple pictures in process windows.

6.6.5 Saving, Recalling and Deleting a Screen Composition

6.6.5.1 Introduction

Saving, Recalling and Deleting a Screen Composition

The system allows you to save a screen composition displayed in the working area under a name and then to recall it or delete it. A screen composition contains all the pictures displayed in the working area. This might, for example, be a process picture containing additional process windows with faceplates and trend groups.

These functionalities are activated with the "Save screen composition", "Recall screen composition" and "Delete screen composition" functions in button set 1. All three functions relate to the logged on operator. Only the logged on operator who saved a screen composition can recall it.

You can use these functions under the following conditions:

• The functions are only activated, if an operator is logged on.

• Screen compositions are assigned to the logged on operator when they are saved, recalled, or deleted.

• Any number of screen compositions can be saved for each operator.

Screen compositions are persistently stored specific to the operator, in other words, they are retained after the system is restarted or a new logon.

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6.6.5.2 How to Save a Screen Composition

You can save the pictures put together in the working area using the "Save screen composition" function.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Prerequisites

• You have put together a customized picture composition in the working area.

Procedure

1. Select the "Save screen composition" function in button set 1.

2. In the "Save Screen Composition" dialog, enter a name for the pictures displayed in the working area. You can also overwrite a composition saved under a name.

3. Close the dialog with the "Save" button.

Result

The pictures displayed in the working area are saved as a screen composition under your logon and under the name you have specified.

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6.6.5.3 How to Display the Saved Screen Composition

With the "Recall screen composition" function, the pictures from the working area you saved with the "Save screen composition" function are displayed again.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Prerequisite

The operator who saved the screen composition is logged on.

Procedure

1. Select the "Recall screen composition" function in button set 1.

2. In the "Recall Screen Composition" dialog, select the screen composition you require and then click the "Recall" button.

Result

The previously saved screen composition is displayed in the working area.

6.6.5.4 How to Delete a Screen Composition

With the "Delete screen composition" function, you can delete saved screen compositions.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Prerequisite

The operator who saved the screen composition is logged on.

Procedure

1. Select the "Delete screen composition" function in button set 1.

2. In the "Delete Screen Composition" dialog, select the screen composition you want to delete and then click the "Delete" button.

Result

The selected screen composition is deleted.

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6.7 Conditions in Process Pictures

6.7.1 Introduction

Where are Operator Process Controls Performed?

Operator process controls in graphic pictures/pictures can be performed in the two following ways:

• Directly in the picture

• By opening a faceplate over the block icon in the process picture and initiating the operation over a dialog. If you choose this method, the operation is executed only after additional confirmation by clicking the "Execute" button in the dialog.

The following operator process controls are available:

• Analog value operations (setting setpoints)

• Digital value operations (on/off, start/stop)

• Incremental/decremental digital value operations (increase/decrease setpoints)

• Bar display operations (setting setpoints with a scroll bar)

6.7.2 Block Icons and Faceplates

What are block icons?

Apart from static and dynamic picture elements, process pictures also contain block icons. Block icons represent the most important information of a technological block from the AS. Block icons are dynamic and can contain different information depending on the block. Block icons only display information and can be used to open the corresponding faceplates; no input is possible over the icons.

What are faceplates?

Faceplates are displayed in a separate window in process mode and can be opened using picture selection buttons, process tag list, block icons etc.

There are two different display modes for faceplates:

• Group display: Display of the process values in various views with a function key for selecting the loop display.

• Loop display: Display of all possible views of the group display.

Faceplates are used for uniform operator control and monitoring of process values in "standardized" layouts.

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Process Information in Block Icons and Faceplates

Depending on the block icon, the following information can be displayed:

• Process tag name

• Current setpoint

• Current 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

Predefined block icons in PCS 7

For all the block icons displayed in the figure above, there is a corresponding faceplate.

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6.7.3 Standardized Operator Input and Display Bar in Faceplates

The upper operator input and display bar in faceplates is standardized for all PCS 7 faceplates.

The following information and operator control elements are contained in the toolbars of all PCS 7 faceplates? The elements from the figure shown above are listed and described in the table below from top left to bottom right.

Display Element Operator Control Function

Meaning

Pin function Keeps the displayed faceplate in the foreground even if a picture change is triggered in the background.

Group display object, first to fourth element

Displays the current message status.

A: Alarm

W: Warning

S: Disturbance

O: Operator prompt

Lock messages

Unlock messages

When you click the button, all messages for this measurement point are locked. Locked messages are indicated by the icon shown at the top of the picture.

If you click the button again, messages for this AS block are unlocked. The icon then appears in the faceplate without a 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

Clicking this button acknowledges messages in the group display.

Message suppression Process messages can be suppressed, process control messages cannot be suppressed. Suppressed messages are indicated by the cross symbol.

SIMATIC BATCH occupied identifier

If the faceplate is being used by SIMATIC BATCH, the icon is not displayed grayed out but in color.

Drop-down list If you click on the drop-down list, the available views of the faceplate are displayed and can be selected.

Open loop display If you click the button, the loop display with all available views of the faceplate is displayed in the working area.

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6.7.4 How to Open a Faceplate

Faceplates can be opened conveniently and effectively using block icons.

Prerequisite

A process picture with a block icon is displayed in the working area.

Procedure

1. Click on the block icon contained in the process picture.

2. If you want to open the faceplate as a loop display, click on the "Open loop display" button to the far right in the process window in which the faceplate is displayed.

Result

The corresponding faceplate is displayed as a group picture in the "standard" view or as loop display in the working area and is superimposed on any process picture already being displayed there.

6.7.5 How to Acknowledge Messages in Faceplates

Overview

At the top left of open faceplates, you will see the "group display" object that displays current messages. You can acknowledge pending, flashing messages in the group display of the faceplate with the "Acknowledge fault" function. Once a message has been acknowledged, it no longer flashes in the group display.

It is possible to acknowledge individual or all visible messages in faceplates. These are described in procedures 2 and 3.

Prerequisite

A faceplate is open and the triggering message is flashing in the group display.

Procedure 1

Click the "Acknowledge fault" function to the right of the group display within the faceplate.

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Procedure 2

1. In the faceplate, click on the drop-down list and select "Messages".The faceplate message window opens.

2. Left-click on the message that you want to acknowledge. The message line is displayed in blue.

3. Click on the "Acknowledge message" button in the toolbar of the message window.

4. If you want to acknowledge all messages displayed in the message window, click on "Acknowledge all visible messages" in the toolbar of the message window.

Procedure 3

1. Click on the symbol "Open loop display" in the open faceplate. The loop display opens.

2. The following procedures correspond to procedure 2, steps 2 to 5.

Results of all procedures

The pending, 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 from the archive to this measurement point, click on the "Display long-term archive list" button in the message window toolbar.

Image to Procedure 1

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Image to Procedure 2

Image to Procedure 3

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6.7.6 How to Lock Messages in Faceplates

You can lock messages in faceplates. If you activate the function, no more messages are displayed in the "Messages" view in the faceplate. This functionality is available in all PCS 7 faceplates.

Prerequisite

A faceplate was opened over its block icon and is displayed in the working area.

Procedure

Click on the "Lock message" button in the faceplate.

Result

All pending messages are suppressed in the message window of the faceplate and are not displayed. 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.

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6.7.7 How to Unlock Messages in Faceplates

You can unlock messages in faceplates again. If you activate the function, messages are displayed again in the "Messages" view in the faceplate. This functionality is available in all PCS 7 faceplates.

Prerequisites

• A faceplate was opened over its block icon and is displayed in the working area.

• The "Lock messages" function is activated.

Procedure

Click on the "Unlock messages" button in the faceplate.

Result

Pending messages are displayed again in the message window of the faceplate, although with an invalid time stamp; in other words, the event is valid but the time stamp (date and time) is invalid. The "Unlock message" icon changes to the "Lock message" icon. In the faceplate, all four fields of the group display are isolated again.

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6.7.8 How to Change the View within a Faceplate

Display Modes of Faceplates

Depending on the faceplate, various views are available that you can select with the drop-down list in the faceplate. A faceplate opened using its block icon is known as a group picture because a drop-down list allows you to select other views from a group.

The following views can exist in the faceplate and are available for you to select:

• Standard

• Maintenance

• Parameter

• Messages

• Limits

• Trend

• BATCH

Prerequisite

A faceplate was opened over its block icon and is displayed in the working area.

Procedure

Select a view of the faceplate offered in the drop-down list.

Result

The faceplate displays the view you have selected.

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6.7.9 How to Open the Loop Display of a Faceplate

What is a loop display?

The "loop display" view means that all possible views of a faceplate are displayed in the working area. All views of the faceplate are displayed in windows next to each other and above each other in the working area.

Prerequisite

A faceplate was opened over its block icon and is displayed in the working area.

Procedure

Click on the "Open loop display" function at the top right in the faceplate.

Result

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6.7.10 Process Conditions in Faceplates

6.7.10.1 How to Use Binary Value Operations

Use Cases

Binary value operations are used to allow the operator to bring about a change between states. Typical use cases are operations for motors such as "On/Off", "Forward", "Reverse", "Stop" (for reversing motors, MOT_REV) or "Open/Close" for valves but also for automatic operation, "Start/Stop".

The command is initiated in the faceplate and executed in the dialog that then opens. Binary value operations can require confirmation with the "OK" or "Exec" button before they are executed.

A binary value operation is illustrated based on the example of a valve.

Prerequisites

• You have opened the "Valve" faceplate using the appropriate block icon.

• The "Manual" mode is activated".

Procedure

1. Click the "Open" button in the faceplate.

2. Click the "Exec" button in the open dialog.

Result

The "Open" state is displayed in the faceplate and the valve icon is displayed in the relevant color. The "Open" button is also highlighted in color. The dialog closes.

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6.7.10.2 How to Use Digital Value Operations

Use Cases

Digital value operation is used for setting setpoints or manipulated variables. The command is initiated in the faceplate and then executed in a dialog.

The digital value must be entered with the keyboard, using a scroll bar, or by incrementing/decrementing the value. The entered value is displayed in an input line. After entering the value, you can confirm it with the "OK" button before transferring it to the AS.

The digital value operation is illustrated based on an example of dosing.

Prerequisites

• You have opened the "Dose" faceplate using the appropriate block icon.

• The "internal" setpoint setting must be active.

Procedure

1. Click on the "Setpoint" box in the faceplate.

2. In the dialog that opens, click on the input box in which the old setpoint is displayed.

3. Enter the new setpoint for dosing. You have the following options:

- Entering the setpoint on the keyboard. If you make a mistake, you can correct this by deleting the entry with the delete key and entering the value again.

- Entering the setpoint with a scroll bar: The scroll bar is located on the right in the faceplate. Click on the scroll bar and, holding down the mouse button, move it up to increase the setpoint or down to decrease the setpoint. Use the up and down arrow buttons on the scroll bar to set the setpoint more accurately.

- Incrementing or decrementing the setpoint: With this method, you increment or decrement the setpoint by a value representing a set percentage of the setpoint. When you use the incremental/decremental setting, the value is increased or decreased by a fixed value. Click on one of the four buttons, for example to increase the setpoint by 5%. Attention! Incrementing or decrementing control has an immediate effect and not only after the "Exec" button is pressed.

4. If you set a setpoint that is not within the set upper and lower limit, a system message is displayed on the monitor.

5. Click the "Exec" button to enter the current setpoint.

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Result

The entered setpoint is applied and the dialog is closed. You can start dosing the selected amount by clicking the "Start" button in the faceplate.

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7 Trend System, Analyzing the Process

7.1 Functions of the Trend System

Functions in Process Mode

In process mode, you can use the "Load/Configure Trend Groups" function from button set 1 to display, configure, save and recall process values as trends. Trends are displayed in a process window in the working area.

By tracing selected process values as trend groups, you can display and analyze individual manipulated variables and control values and when necessary influence process values to optimize the overall process.

Standard Case in Process Mode

Usually, as an operator you open preconfigured trend groups using buttons in the process pictures. You analyze the course of the trends and control trend field with specified functions.

The control of trend groups is therefore given priority over the creation of new trend groups using the "Load/Configure Trend Groups" function described above.

Creating New Trend Groups in Process Mode

Selected tags/process tags are displayed as trends in a WinCC online trend control. In the content of the trend groups, a distinction is made between online and archive tags. If you click the "Selection" button in the "Properties of WinCC Online Trend Control" dialog, then depending on the content (archive or online) selected in the "New Trend Group" dialog, a different dialog for archive/tag selection will be displayed.

Since online tags are not stored in the system database, no historical values can be displayed. Cyclic, current process values are displayed as the trend. The process values are buffered by the trend window itself for the period configured in the WinCC online trend control and are available only as long as the trend window is open.

Archive tags are stored in the system database. This means that apart from the current process values, historical values of the selected tags are also available and can be displayed as trends.

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Further Information

Working with Trend Groups with Archive Tags

Working with Trend Groups with Online Tags

How to Display, Delete, or Rename Saved Trend Groups

How to Create New Trend Groups with Archive Tags

How to Create New Trend Groups with Online Tags

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7.2 Controlling Trend Groups

7.2.1 Working with Trend Groups with Archive Tags

Prerequisite

The process window with the trend or with the trend groups is displayed in the working area.

The following trend can be taken as an example:

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Using Icons for Operator Input

If you have not made any other special settings in the "Properties of WinCC Online Trend Control" dialog, the icons shown in the figure above are displayed in the toolbar. Tooltips are displayed for all icons if you position the mouse pointer over them briefly. The following table lists the tooltips for the icons instead of the icons themselves.

Tooltip for the Icon Meaning

Start/stop Using the "Start/Stop Update" function, you can stop or resume the updating in the trend window. The status of the updating is indicated by the appearance of the button:

Green = Go: Updating is stopped and can be resumed by clicking on the button.

Red = Stop: Updating is started and can be stopped by clicking on the button.

If the button is set to red = stop, the trend is created from current process values. In this status, no historical values can be displayed and the buttons "First/Last data record" and "Previous/Next data record" are not available.

If the button is set to green = go, the stored data records are displayed as a trend.

First/Last data record

With these two buttons, you can display the first or last data record of the process values stored in the archive as a trend.

Previous/ Next data record

With these two buttons, you can display the previous or next data record. Use these buttons to display data records from the archive step-by-step backwards or forwards.

Assign parameters Opens the "Properties of WinCC Online Trend Control" dialog, for example to assign new archive tags to a selected trend. In the "Toolbar" tab, you can add additional icons to the toolbar. All modifications to the parameter assignment are entered immediately after confirmation in the trend window.

Ruler This button displays the ruler and the information window the lower the trend window. Move the mouse on the ruler and left click to move it to the right or left. In the information window, you can see the current value with the corresponding date/time.

If the ruler is not displayed in the trends area, it is located at the left edge of the trend window. Movie to the working area holding down the mouse button.

Zoom Use this button keeping the left mouse button to select a curve area to be enlarged. Click on the "Zoom" button again to return to the configured normal view.

Original view If you have used the zoom function, you can return to the configured normal view by pressing this button. The zoom function remains active for further enlargement of the trend area.

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7.2.2 Working with Trend Groups with Online Tags

Prerequisite

The process window with the trend or with the trend groups is displayed in the working area.

The following trend can be taken as an example:

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Using Icons for Operator Input

If you have not made any other special settings in the "Properties of WinCC Online Trend Control" dialog, the icons shown in the figure above are displayed in the toolbar. Tooltips are displayed for all icons if you position the mouse pointer over them briefly. The following table lists the tooltips for the icons instead of the icons themselves.

Tooltip for the Icon Meaning

Start/stop Using the "Start/Stop Update" function, you can stop or resume the updating in the trend window. The status of the updating is indicated by the appearance of the button:

Green = Go: Updating is stopped and can be resumed by clicking on the button.

Red = Stop: Updating is started and can be stopped by clicking on the button.

Ruler This button displays the ruler and the information window the lower the trend window. Move the mouse on the ruler and left click to move it to the right or left. In the information window, you can see the current value and the corresponding date/time.

If the ruler is not displayed in the trends area, it is located at the left edge of the trend window. Movie to the working area holding down the mouse button.

Zoom Use this button keeping the left mouse button to select a curve area to be enlarged. Click on the "Zoom" button again to return to the configured normal view.

Original view If you have used the zoom function, you can return to the configured normal view by pressing this button. The zoom function remains active for further enlargement of the trend area.

Assign parameters Opens the "Properties of WinCC Online Trend Control" dialog, for example to assign new archive tags to a selected trend. In the "Toolbar" tab, you can add additional icons to the toolbar. All modifications to the parameter assignment are entered immediately after confirmation in the trend window.

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7.2.3 How to Display, Delete, or Rename Saved Trend Groups

You can display stored trend groups again in the working area. You can also delete all rename trends you already created.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Prerequisites

• The new trend group was created in the "Trends Online" dialog.

• The rules for configuring, saving and displaying trend groups were adhered to.

Procedure

1. Open the "Trends Online" dialog using the "Load/Configure Trend Groups" function in button set 1.

2. Under the trend groups, select the trend group you want to display in the working area, delete, or rename.

3. Click on the "Display" button to display this trend group.

- Click on the "Remove" button to delete this trend group.

- Click on the "Rename" button to give this trend group a new name and enter the new name in the displayed dialog.

4. Close the dialog with the "OK" button.

Result

The trend group you have selected is displayed in a process window in the working area, deleted, or renamed.

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7.3 Creating New Trend Groups

7.3.1 How to Create New Trend Groups with Archive Tags

If you click on the "Load/Configure Trend Groups" function in button set 1 in process mode, the "Trends Online" dialog is displayed in the working area. This dialog displays all the last created trend groups, their content and the date/time of the last change. You can display trend groups that you have already created by selecting them and clicking the "Display" button in the working area.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Prerequisite

The "Trends Online" dialog is displayed in the working area.

Procedure

1. Click on the "New" button in the dialog to create a new trend group.

2. In the "Name" input box, enter a meaningful name for the trend group.

3. Select "Archive" in the contents area.

4. Use the displayed template "@TRG_Default.pdl".

5. Click the "Create" button.

6. In the "Properties of WinCC Online Trend Control" dialog that opens, make the following settings:

- Using the "+" button, add as many trend windows as you want to display. If you click on the button labeled "+", a further trend, trend 2 is added in the "Trends" area. The "-" buttons are used to delete a selected trend. With the "Up" and "Down" buttons, you can change the order of the selected trends.

- Select the first trend in the "Trends" area and give the trend a name. Follow the same procedure for the other trends.

- Select the first trend in the "Trends" area and select a color. Follow the same procedure for the other trends.

- Click on the "Selection" button to assign an archive tag to the selected trend. In the displayed "Selection of Archives/Tags" dialog in the navigation window, select an archive tag from a server package that you want to display. Select the desired archive. The available archive tags in the data field are displayed there. Select the desired archive tags and end the dialog by clicking on the "OK"

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button.

Close the configuration with the "OK" button. Follow the same procedure for the other trends.

Result

The process window with the trends you have created is displayed in the working area. Each trend represents an archive value you selected as a trend.

Note:

All other configuration options available in the "Properties of WinCC Online Trend Control" dialog are described in the online help that you can open in the dialog by clicking the "Help" button.

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7.3.2 How to Create New Trend Groups with Online Tags

If you click on the "Load/Configure Trend Groups" function in button set 1 in process mode, the "Trends Online" dialog is displayed in the working area. This dialog displays all the last created trend groups, their content and the date/time of the last change. You can display trend groups that you have already created by selecting them and clicking the "Display" button in the working area.

Where is the function in the process control user interface?

Function / Display Element Where?

In button set 1

Prerequisite

The "Trends Online" dialog is displayed in the working area.

Procedure

1. Click on the "New" button in the dialog to create a new trend group.

2. In the "Name" input box, enter a meaningful name for the trend group.

3. Select "Online" in the contents area.

4. Use the displayed template "@TRG_Default.pdl".

5. Click the "Create" button.

6. In the "Properties of WinCC Online Trend Control" dialog that opens, make the following settings:

- Using the "+" button, add as many trend windows as you want to display. If you click on the button labeled "+", a further trend, trend 2 is added in the "Trends" area. The "-" buttons are used to delete a selected trend. With the "Up" and "Down" buttons, you can change the order of the selected trends.

- Select the first trend in the "Trends" area and give the trend a name. Follow the same procedure for the other trends.

- Select the first trend in the "Trends" area and choose a color for the selected trend. Follow the same procedure for the other trends.

- Click on the "Selection" button to assign an online tag to the selected trend. In the "Tag configuration" dialog, click on the "Search" button. The tag selection dialog is displayed.

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In the navigation window, double-click on the server package of the OS server, from which process tags should be displayed. Double-click on the communication drivers (channel) "SIMATIC S7 Protocol Suite". Double-click on the channel unit, e.g. "Named Connections" and then on the S7 program contained in it. The available tags in the data field are displayed there. Select a tag there and click on "OK". The selected variables are taken over in the "Tag configuration"dialog. Set the cycle time in which the tags should be updated. Then click the "OK" button. Close the displayed dialog with the "OK" button. Follow the same procedure for the other trends.

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Result

The process window with the trends you have created is displayed in the working area. Each trend represents an online value you selected as a trend.

Note:

All other configuration options available in the "Properties of WinCC Online Trend Control" dialog are described in the online help that you can open in the dialog by clicking the "Help" button.

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8 Message system, diagnostics of the process

8.1 Functions of the Message System

Introduction

This section explains the options available in process mode for displaying and editing messages.

What does the message system provide in process mode?

• Standardized buttons in the button set of the message system for displaying and editing messages

• Freely definable message filters for filtering messages

• Single or group acknowledgment of messages

• The "Loop in Alarm" function, displaying the cause of a message

• Displaying information texts on messages

• Entering comment texts on a message

• Sorting message lists

• Logging messages

• Displaying messages from the archive

Definition of Terms: Message Line, Message Blocks and Message Sequence

A message is displayed in various message lists within a message window in the form of a message line in a table. The chronologically arranged message lines form the message sequences. A message line is a cell from a line with line number and several columns with column titles. Column titles are also known as message blocks and are used to assign a message; they include the date, time, priority, source, event, status and type of a message.

Functions of the Message System

Messages inform the operator about operating states and disturbances in the process. They help to detect critical situations early and to avoid downtimes.

The operator control and monitoring system acquires all messages from the automation systems and enters them in chronological order in the history list of the message system.

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8.2 Structure and Status of Messages

Example of a Message List, Incoming Alarm List

Which messages exist?

There are four types of message:

• Process messages: These signal process events of the automated process. Such events include measured value limit violations and status information.

• Process control messages: These are fault messages caused for example by the failure of a component or the wire-break of a connected I/O signal.

• Operator input messages: These are generated each time process values are manipulated, for example, when a controller is switched to a different mode.

• System messages: All messages that are generated by the SIMATIC PCS 7 system.

Message State

A distinction is made between the state of the message source (incoming/outgoing) and the acknowledgment status (not acknowledged/acknowledged). As a result the message status is a combination of the state of the message source and the acknowledgment status.

• A message is in the "came in" state 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 message changes to the "went out" state.

• Message requiring acknowledgment and those not requiring acknowledgment: 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:

• Came in: A message is in the "came in" state as long as the triggering event still exists; in other words, the cause of the message still exists.

• Came in, acknowledged

• Came in, went out, not acknowledged

• Came in, went out, acknowledged

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The current status of a message is indicated as follows in the message lists:

• Color and flashing of the elements

• The text in text elements

• Time entries in the message line

Messages and their Acknowledgment

The following list shows the acknowledgment concept of the available message classes.

Message Class Message Type

Color Acknowledgment

Alarm, high - low A red Came in

Warning, high - low W yellow Came in

Tolerance T blue No acknowledgment

Process control message - disturbance, fault, preventive maintenance

S, F, M black Came in

Operator prompt L lilac No acknowledgment

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8.3 Message Lists in PCS 7

Overview

In process mode, messages are displayed in various message lists within message windows. In process mode, you can use the functions in the button set of the message system to display and edit the various message lists in the working area. The messages displayed in the message lists refer exclusively to the currently open project.

Message windows have a toolbar. The functions in the toolbar are used to process messages.

Selecting Message Lists

When the message system is open, the following functions are available for displaying the various standardized message lists in SIMATIC PCS 7:

• Incoming alarm list: All messages that have not yet been acknowledged.

• Acknowledged alarm list: All messages that were acknowledged but have not yet gone out.

• Went out list: All messages that went out and have not yet been acknowledged.

• Control system list: All automation system messages.

• Operator input list: All operator input messages.

• History list: All messages except operator input messages.

You can also generate additional message lists using the OS project editor and can then select them in the button set of the message system. These involve the following:

• Acknowledgeable incoming alarm list

• Acknowledgeable acknowledged alarm list

• Went out list of messages for acknowledgment

While the incoming alarm list, acknowledgeable incoming alarm list, acknowledged alarm list, acknowledgeable acknowledged alarm list, went out list and acknowledgeable went out list represent current messages, the history list, process control message list and operator input list access the message archive.

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8.4 Message Strategy and System Response

Interaction of Message Filters and Permissions

You can configure which messages in process mode are to be displayed using a message filter in the OS project editor in the "Message display" tab. The operator can either only see messages or also acknowledge them in the message list, according to the the authorization given to him by the user administrator.

You can select the following message filters:

Check box identifier

Meaning

Do not filter Messages are not filtered area-specifically

Messages with area release

If the operator has "Authorization for Area", all messages from the area will be displayed in the "Incoming alarm list" and "Went out list" message lists in the process mode and can be acknowledged in these message lists.

Messages that can be acknowledged in a separate list

The operator input functions for calling the acknowledgeable incoming alarm list, acknowledged alarm list and went out list are displayed in the button set of the message system.

The message lists are made up of two message windows each in which messages are displayed.

Acknowledgeable incoming alarm list,

Acknowledgeable acknowledged alarm list

Acknowledgeable went out list

Messages are displayed in the upper message window for operators with the " Authorization for Area" authorization, but not the "Operator Process Controls" authorization. The operator can see the messages in this window but cannot acknowledge them.

Messages are displayed in the lower message window for operators with the " Authorization for Area" authorization and the "Operator Process Controls" authorization. The operator can acknowledge the messages in this window.

The message row in the overview area only displays acknowledgeable messages for which the operator has "Operator Process Controls" authorization.

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Messages that can be acknowledged in a separate list (switchable)

In addition to the incoming alarm list, acknowledged list and went out list, the following operator input functions are offered in the button set of the message system: the acknowledgeable incoming list, acknowledgeable acknowledged list and acknowledgeable went out list. This options allows you to change between the double windows (acknowledgeable incoming alarm list) and the standard message lists (incoming alarm list, acknowledged alarm list and went out list) in which acknowledgeable messages are displayed.

Incoming alarm list ,

Acknowledged alarm list ,

Went out list :

In this message list, messages are displayed for operators with the " Authorization for Area" authorization and the "Operator Process Controls" authorization.

Incoming alarm list, acknowledgeable

Acknowledged alarm list of messages for acknowledgment

Went out list of messages for acknowledgment :

Messages are displayed in the upper message window for operators with the " Authorization for Area" authorization, but not the "Operator Process Controls" authorization. The operator can see the messages in this window but cannot acknowledge them.

Messages are displayed in the lower message window for operators with the " Authorization for Area" authorization and the "Operator Process Controls" authorization. The operator can acknowledge the messages in this window.

The message row in the overview area only displays acknowledgeable messages for which the operator has "Operator Process Controls" authorization.

System Response

If messages come in and go out several times without having been acknowledged, the older messages are removed from the incoming alarm list, no longer displayed and acknowledged automatically. However, the history list (archive) displays all messages.

The latest message requiring acknowledgment with the highest priority is displayed in the single message line of the overview area.

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8.5 Acknowledgment Philosophy in SIMATIC PCS 7

The following figure illustrates the acknowledgment philosophy in SIMATIC PCS 7. It shows you how the system or operator handles messages requiring acknowledgment and the message lists in which they appear.

The history list is an image of the archive.

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8.6 Options and Use of Message Filters

Filter Options

For the messages to be displayed in message lists, you can define selections criteria in the "Specify Selection" dialog. You can, for example, display only messages of a particular message class or the messages from a specific location that is causing problems.

With some message blocks such as the system blocks date and time, double-clicking on the name of the selection criterion opens a dialog in which you can set the start and end point or search texts. The input must correspond to the format required in the dialog. It is not possible to enter text as the selection criterion for a process value.

If you want to select according to the text of a process value block or the process tags displayed in it, you can do this by inserting this process value in a message as message text of a user text block. In process mode, the selection can be made according to the text in the user text block.

Below, you can see the "Specify Selection" dialog in process mode.

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Persistence, Permanent or Retained Filter Criteria

By changing the selection criteria in message lists in the "Specify Selection" dialog, you overwrite the settings configured on the PCS 7 OS. If the changes are recorded by selecting the "Persistence in RT" option or the "Persistence in CS and RT" option, the original settings will need to be reset manually. If there is a change of user and the new operator does not have the necessary authorizations, the new operator will not be able to reset the modified selection criteria.

Check boxes in the "Specify Selection" dialog:

Check Box Meaning

Text selection if exact match

If "Text selection if exact match" is not selected, all text blocks that contain the search string will be selected. If "Text selection if exact match" is selected, all text blocks that match the search string will be selected. This search is case-seinsitive.

Persistence in RT If the "Persistent in RT" option is selected, changes to the selection criteria are retained after changing pictures.

Persistency in CS and RT If the "Persistent in RT and CS" option is selected, the changed settings are also included in the configuration system and will be used when the project is restarted.

Delete selection With this button, you delete all configured selection criteria.

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8.7 Control Functions in Message Lists

8.7.1 Overview of the Functions in Message Lists

Message windows displaying message lists have predefined functions in PCS 7 that are displayed as icons. You can use these functions to edit message lists and to trigger actions.

"Autoscroll" Function in the Message Lists

The incoming alarm list is always shown first and the "Autoscroll" function is activated when the message system opens. The message system reacts as follows when "Autoscroll" is activated:

• The messages in the incoming alarm, acknowledged and went out lists are updated automatically.

• The messages in the process control, operator input and history list have to be updated manually 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 first).

To be able to navigate manually in message lists and to process individual manual messages, the "autoscroll" function is first deactivated. Only then are the standard operator control elements such as scroll bars, selection tools, page up and down keys etc. available. When the "Autoscroll" function is disabled, the current messages are still entered in the message lists but you can operate the scroll bar but it does not automatically jump back from a scrolled position to the most recently arrived message.

Standardized Functions in Message Lists

If you hold the mouse pointer briefly over icons in the message lists, the tooltip for the function is displayed. The following icons are available:

Function Icon Meaning

Acknowledge message

The message with the selection triangle in front of it is acknowledged.

Acknowledge all visible messages

All pending, visible messages requiring acknowledgment are acknowledged in the message window.

Activate autoscroll/ Deactivate autoscroll

Switches automatic scrolling on or off.

Autoscroll activated: When automatic scrolling is active, the current message appears at the top of the window. The old messages are moved down (default setting in the OS Project Editor). Functions for editing messages are valid only for messages that are currently pending. Manual scrolling is turned off.

Autoscroll deactivated: If the function is deactivated, you can select individual messages with the mouse and all message processing functions then relate to the selected message. Horizontal and vertical scroll bars are then available for navigating in the message lists.

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Function Icon Meaning

Open the selection dialog

The "Specify Selection" dialog is displayed in the working area. In this dialog, you can specify the selection criteria for displaying messages in the message lists. Messages that do not meet the selected criteria are then not displayed but they are nevertheless archived.

Logging function

Function for generating a printout on a connected printer. The messages displayed in the message window are printed out. The log is printed out immediately after you click this button without any print dialog appearing.

Display first message

The selection triangle jumps to the first/oldest message in the message window. You can only use this function after deactivating the "autoscroll" function.

Display last message

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.

Display next message

The selection triangle "jumps" down to the next message. You can only use this function after deactivating the "autoscroll" function.

Display previous message

The selection triangle "jumps" up to the previous message. You can only use this function after deactivating the "autoscroll" function.

Open informational text dialog

Opens the "Info Text For A Message" dialog in the working area. If an informational text was entered during the message configuration in PCS 7, this text is displayed in the dialog. You can recognize whether or not informational text was stored in a message by the cross in the "Info" column.

Open comment text dialog

Opens the "Comments on a Message" dialog in the working area. In this dialog, you can enter a comment on the message in the "Comment" text box. This function is available only in message lists in which archived messages are displayed.

Loop in Alarm Displays the process picture containing the cause of the selected message in the working area. Depending on the source of the message, a faceplate or an SFC chart can also be displayed in the working area.

This function cannot be used with system messages.

Sort

Opens the "Sort" dialog in the working area. In the dialog, you select the message blocks/column titles according to which you want to sort the messages alphabetically.

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8.7.2 Column Titles/Message Blocks and their Significance

The following list explains the significance of the individual column titles in a message line:

Column Title/Message Block

Meaning

Date Date for incoming, outgoing and acknowledged.

Crossed through date and time means: No creation date because the messages already existed when the AS started up.

Time Every time the state of the message changes, the associated time element (time stamp of the state change) is displayed.

Priority Specifies which messages is acknowledged with which priority. Priority levels from 0 through 16 are available and can be displayed in process mode. The higher the value, the higher the priority.

Priorities for block messages are configured in the ES in CFC during PCS 7 message configuration. Priorities for system messages are configured in the OS project editor of the PCS 7 OS.

Origin 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 components.

Event • Contains a configurable 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.

Status Status of the acknowledgment

• I=incoming, not acknowledged

• Q=outgoing, not acknowledged

• QS=acknowledged

• Quit-System=acknowledged by the system

• IQ=came in, went out, not acknowledged

Info If configured, an explanatory text may accompany a given message.

Comments The operator can subsequently add a comment to any message.

Batch name Contains the batch name.

Area Plant area identifier

Loop in Alarm A cross indicates that the function can be executed.

Type Indicates the message class: for example, Process Control, Alarm High, Alarm Low, Warning High, Warning Low, Status AS, Process Message, Tolerance High, Tolerance Low, Operator Input Message, Operator Prompt

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8.7.3 How to Filter Messages in Message Lists

With the "Selection" function in the toolbar of the message lists, you can select criteria so that only the messages that meet your criterion are displayed. The use of the "Specify Selection" dialog is illustrated based on the following procedure.

Prerequisites

• You have opened a message list with messages in the working area.

• You want to filter messages from the history list (archive) so that messages assigned to a certain area and that occurred on a particular day are displayed.

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Procedure

1. In the history list, click on the "Open selection dialog" function in the toolbar.

2. Select the "Date" check box on the left side of the "Specify Selection" dialog. The start and stop value is displayed and activated in the right pane of the dialog. Double-click on "Start value" and enter the required date in the "Date Entry" dialog that then opens. Then click the "OK" button. Double-click on "Stop value" and enter the date. Close the dialog with "OK".

3. Double-click on the "Text blocks" folder in the left pane of the "Specify Selection" dialog and select the "Area" check box. Double-click on "Search text" in the right pane of the dialog and enter the area name.

4. If you click the "Persistent in RT" check box, your filter selection is retained even after you close the "Specify Selection" dialog and is available when you reopen it.

5. Close the "Specify Selection" dialog with "OK"

Result

The history list now only displays messages that meet the filter criterial you have entered. If you want to reset the filter criteria and display all the messages in the history list again, open the dialog again and click on the "Delete Selection" button.

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8.7.4 How to Sort Messages in Message Lists Alphabetically

With the "Sort" function in the toolbar of the message lists, you can sort messages alphabetically according to message blocks/column titles. All available messages are sorted in the message list. The use of the "Sort" dialog is illustrated based on the following procedure.

Prerequisites

• You have opened a message list with messages in the working area.

• You want to sort messages from the incoming alarm list in ascending alphabetical order, first by date, then by source and finally by priority and display them in the message window.

Procedure

1. Click on the "Sort" function in the toolbar of the incoming alarm list.

2. Open the first drop-down list in the "Sort" dialog and select "Date". The select the corresponding option "Ascending Order".

3. Open the second drop-down list and select "Source". The select the corresponding option "Ascending Order".

4. Open the third drop-down list and select "Priority". The select the corresponding option "Ascending Order".

5. Close the dialog with the "OK" button.

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Result

All messages in the incoming alarm list are now sorted alphabetically in ascending order first by date, then by source and finally by priority. You can delete the sort criteria again with the "Clear Sort Criteria" button. Your selection criteria are retained only as long as the message window with the incoming alarm list is displayed in the working area.

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9 Reports system, documenting the process

9.1 Functions and Features of the Report System

During process control, the report system can be used to output process data and messages to a printer. Predefined print jobs and layouts are available for your printouts. Within the PCS 7 OS, print jobs and printers are assigned in the Report Designer. In process mode, these configured print jobs can be started with standardized operator input functions in message lists and in trend windows.

What does the report system provide in process mode?

• Reports on messages: Current messages, messages from the message archive, message lists, message sequence reports, operator input lists

• Reports on process values: Tag tables and tag trends

• Report window: Overview of the print jobs and their assigned layouts and printers

Reports on Messages

The toolbar of the message lists provides you with the "report function" for printing out messages on a printer. If you click on the appropriate button, the messages displayed in the message list are printed out in a predefined layout.

Tip: You can filter or sort messages to be printed before actual printout. Use the "Selection" function in the toolbar of the message lists for this.

Message Sequence Report

With a line printer connected to the logging PC, it is possible to printout the messages occurring in process mode in a message sequence report.

Report Window

The report window provides you with an overview of the print jobs and their layouts. You cannot make settings in process mode in this window.

Further Information

Displaying Reporting Jobs

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10 Add-On Package

10.1 Maintenance Station, Process Maintenance

10.1.1 Introduction

What is a maintenance station?

A maintenance station provides diagnostic and maintenance functions. The basis for a maintenance station (MS) is always an OS that provides this additional maintenance functionality. The maintenance station can be operated in an OS/ES single station system or in a client/server architecture with an OS server as MS server and an engineering station as MS client.

With SIMATIC PCS 7 V6.1, you can configure a maintenance station on the ES and work with and monitor diagnostics screens in process mode on an OS client or an MS client. Diagnostics screens display various diagnostics-compliant components of a PCS 7 plant. For all PCS 7 components, uniform icons are displayed that indicate the maintenance and diagnostics status. More information is displayed in the diagnostics faceplates, depending on the type of component and diagnostic-capability of the PCS 7 components. The status indicates whether or not maintenance or preventive maintenance work must be performed. Trained operators or plant engineers can work with the MS clients.

Aims of Diagnostics and Maintenance

The name of the diagnostics and maintenance of components of a process control system is to keep failures and downtimes to a minimum due to maintenance and preventive maintenance.

• Diagnostics (fault detection)

• Diagnostics of the components by displaying icons

• Maintenance request or request for preventive maintenance

• Maintenance or preventive maintenance

• Recommissioning

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What does a diagnostics and maintenance station provide?

• Uniform initialization for all PCS 7 components

• Differentiated access rights

• Evaluation of the status of individual plant components

• Assigning parameters field devices

• Logging of all events

• Automatic generation of hierarchical diagnostics screens from the engineering data

• Diagnostics messages

• Diagnostics screens can have project-specific content added to them

• Hardware components can be expanded by static picture elements from a library

• "Loop in HW Config" and "Loop in PDM" functions to switch from faceplates to HW config online or SIMATIC PDM

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10.1.2 Diagnostics Components in SIMATIC PCS 7

The following diagnostics-compliant components of a PCS 7 plant can be displayed in diagnostics screens in process mode:

• PC stations, such as industrial PCs

• Automation systems

• I/O modules

• Network, Fast Ethernet OSM and ESM, Ethernet OLM and ELM

• PROFIBUS components such as modular and compact field devices

• Redundancy components

All the block icons that can be displayed in process pictures are contained in the "@@maintenacetypicals.pdl" file. The file is located in ..\Programs\SIEMENS\WINCC\options\pdl\faceplatedesigner_v6" and is copied from the installation folder to the project folder under ..\wincproj\<os name>\GraCS when a PCS 7 project is generated or when the OS project editor runs.

"@@maintenacetypicals.pdl" picture

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10.1.3 Diagnostic and Maintenance Icons in PCS 7

10.1.3.1 Introduction

Diagnostics and maintenance icons are displayed in diagnostics and maintenance pictures generated by the system within block icons and in faceplates. They symbolize the diagnostics and maintenance status of a component.

The diagnostics and maintenance status is indicated in block icons and in faceplates by changing the color and modifying the icon. The display used for diagnostics and maintenance is uniform for all diagnostics-compliant plant components in SIMATIC PCS 7.

10.1.3.2 Diagnostics and Maintenance Icons in Block Icons

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Icons within a component

Meaning Local operation

The following icons are contained at the left in the picture from top to bottom:

• Maintenance state display as an icon of the self-diagnostics

• Maintenance group display of the internal components (below right)

• Maintenance group display from the underlying hierarchy

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Icons within a component

Meaning Local operation

Self-diagnostics icon (maintenance state display) of the component.

Depending on the maintenance status, the icons shown in the right column can be displayed within the component. Regardless of the particular icon displayed, the icon is used to open the faceplate of the component (device).

For redundant components, refer to the table in "Status Display for Redundant Components".

Further Information Work request by the operator

Maintenance alarm

Maintenance request

Maintenance required

Component good

Unknown/unchecked

Local operation

At least one process value is simulated

Out of service

Component passivated

Maintenance request by the operator, alarm priority

Maintenance request by the operator, request priority

Maintenance request by the operator, required priority

Maintenance in progress

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Icons within a component

Meaning Local operation

The small square (message group display of the component) at the bottom right indicates the following:

An alarm came in and has not yet been acknowledged. The alarm can also have already gone out. Alarms flash until acknowledged. If the alarm is still pending, the icon stops flashing. If the alarm is no longer pending, the icon disappears.

The right column of the table shows the possible icons in the message group display.

Maintenance alarm

Maintenance request

Maintenance required

Good

Maintenance group display from the underlying hierarchy

There is a maintenance alarm pending within the hierarchical diagnostics screens, for example. Only the highest priority class is displayed.

Regardless of the particular icon displayed, the icon is used to open the underlying hierarchy level.

The right column of the table shows the possible icons in the maintenance group display.

Maintenance alarm

Maintenance request

Maintenance required

Good

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10.1.3.3 Diagnostics and Maintenance Icons in Faceplates

Icons within a Faceplate

Meaning Icon

Maintenance group display with maintenance required

The possible states shown in the maintenance group display correspond to those described in the "Maintenance Group Display" section of the chapter "Diagnostics and Maintenance Icons in Block Icons".

Self-diagnostics icon (maintenance state display) of the component

The possible states shown in the maintenance state display correspond to those described in the "Maintenance State Display" section of the chapter "Diagnostics and Maintenance Icons in Block Icons".

Operator state display with the "?" icon

Meaning: status unclear or not yet clear.

Further Information

Work request by the operator

Icons in the operator state display at first and second step:

First step: "?" icon, as show at the left above.

Second step:

Maintenance state display in the faceplate

If two icons appear for the component as shown in the left picture, this is the component itself and its redundant component. The master identification is indicated by the orange square, as shown in the left picture

With non redundant components, only one icon with text appears in the left picture under Component.

The possible states shown in the maintenance state display correspond to those described in the "Maintenance State Display" section of the chapter "Diagnostics and Maintenance Icons in Block Icons" with the following limitations:

Maintenance jobs which are requested by the operator and the "Maintenance in progress" state are not displayed in the Maintenance State Display.

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10.1.3.4 Status Display for Redundant Components

Redundant components are only displayed in faceplates under the components in the maintenance state display, as shown in the following picture:

The maintenance state display for redundant components is formed by redundancy components A and B. The following table lists the icons created based on this rule.

Example:

The following figure shows how the display changes within the hierarchy levels. From bottom to top in the picture: Faceplate display Device display Display within the interface module.

Redundancy component A shows a "Maintenance required". Redundancy component B is "Good". The result is a "maintenance required" based on the table shown below. This is displayed in the faceplate in the Maintenance State Display. The maintenance group display icon also indicates the "M" status, maintenance required.

In the component (device) above in the picture, "maintenance required" is also shown in the maintenance state display icon.

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In the higher-level hierarchy of the component at the top of the picture, the "M" icon for maintenance required is also shown in the maintenance group display.

Redundancy component A

Redundancy component B

Maintenance State Display in the Faceplate

Good Good Good

Unknown/unchecked Good Good

Component passivated Good Good

Out of service Good

Maintenance request

At least one process value is simulated

Good Good

Local operation Good Good

Maintenance required Good

Maintenance required

Maintenance request Good

Maintenance request

Maintenance alarm Good

Maintenance request

Good Component passivated Good

Unknown/unchecked Component passivated

Component passivated

Component passivated Component passivated

Component passivated

Out of service Component passivated

Out of service

At least one process value is simulated

Component passivated

At least one process value is simulated

Local operation Component passivated

Local operation

Maintenance required Component passivated

Maintenance required

Maintenance request Component passivated

Maintenance request

Maintenance alarm Component passivated

Maintenance alarm

Good Out of service

Maintenance request

Unknown/unchecked Out of service

Out of service

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Redundancy component A

Redundancy component B

Maintenance State Display in the Faceplate

Component passivated Out of service

Out of service

Out of service Out of service

Out of service

At least one process value is simulated

Out of service

At least one process value is simulated

Local operation Out of service

Local operation

Maintenance required Out of service

Maintenance required

Maintenance request Out of service

Maintenance request

Maintenance alarm Out of service

Maintenance alarm

Good At least one process value is simulated Good

Unknown/unchecked At least one process value is simulated

At least one process value is simulated

Component passivated At least one process value is simulated

At least one process value is simulated

Out of service At least one process value is simulated

At least one process value is simulated

At least one process value is simulated

At least one process value is simulated

At least one process value is simulated

Local operation At least one process value is simulated

Local operation

Maintenance required At least one process value is simulated

Maintenance required

Maintenance request At least one process value is simulated

Maintenance request

Maintenance alarm At least one process value is simulated

Maintenance alarm

Good Local operation

Local operation

Unknown/unchecked Local operation

Local operation

Component passivated Local operation

Local operation

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Redundancy component A

Redundancy component B

Maintenance State Display in the Faceplate

Out of service Local operation

Local operation

At least one process value is simulated

Local operation

Local operation

Local operation Local operation

Local operation

Maintenance required Local operation

Maintenance required

Maintenance request Local operation

Maintenance request

Maintenance alarm Local operation

Maintenance alarm

Good Maintenance required

Maintenance required

Unknown/unchecked Maintenance required

Maintenance required

Component passivated Maintenance required

Maintenance required

Out of service Maintenance required

Maintenance required

At least one process value is simulated

Maintenance required

Maintenance required

Local operation Maintenance required

Maintenance required

Maintenance required Maintenance required

Maintenance required

Maintenance request Maintenance required

Maintenance request

Maintenance alarm Maintenance required

Maintenance alarm

Good Maintenance request

Maintenance request

Unknown/unchecked Maintenance request

Maintenance request

Component passivated Maintenance request

Maintenance request

Out of service Maintenance request

Maintenance request

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Redundancy component A

Redundancy component B

Maintenance State Display in the Faceplate

At least one process value is simulated

Maintenance request

Maintenance request

Local operation Maintenance request

Maintenance request

Maintenance required Maintenance request

Maintenance request

Maintenance request Maintenance request

Maintenance request

Maintenance alarm Maintenance request

Maintenance alarm

Good Maintenance alarm

Maintenance request

Unknown/unchecked Maintenance alarm

Maintenance alarm

Component passivated Maintenance alarm

Maintenance alarm

Out of service Maintenance alarm

Maintenance alarm

At least one process value is simulated

Maintenance alarm

Maintenance alarm

Local operation Maintenance alarm

Maintenance alarm

Maintenance required Maintenance alarm

Maintenance alarm

Maintenance request Maintenance alarm

Maintenance alarm

Maintenance alarm Maintenance alarm

Maintenance alarm

Good Unknown/unchecked Good

Unknown/unchecked Unknown/unchecked

Unknown/unchecked

Component passivated Unknown/unchecked

Component passivated

Out of service Unknown/unchecked

Out of service

At least one process value is simulated

Unknown/unchecked

At least one process value is simulated

Local operation Unknown/unchecked

Local operation

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Redundancy component A

Redundancy component B

Maintenance State Display in the Faceplate

Maintenance required Unknown/unchecked

Maintenance required

Maintenance request Unknown/unchecked

Maintenance request

Maintenance alarm Unknown/unchecked

Maintenance alarm

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10.1.4 Design and Structure of the Diagnostics Screens

Hierarchical Generation of Diagnostics Screens from the Configuration All the information on the PCS 7 components configured in the project is displayed in a system generated diagnostics area. The starting point is the overview picture with the three group block icons for PC stations, network objects and AS objects. All further diagnostics screens are arranged in a hierarchical structure underlying the overview picture. The hierarchical structure of the diagnostics screens is visualized by the Picture Tree Navigator in process mode.

Design and Structure The overview diagnostics screen at the highest hierarchical level contains all the PCS 7 components to be monitored, such as PC stations, network components and AS objects of the project and forms its own area within the overview area. All system generated diagnostics screens can have static elements such as texts and network lines added. This allows you to display the hardware components to be monitored in your plant accurately and in detail in process mode.

In keeping with your project structure, further detailed diagnostics screens are located below the highest hierarchical screen.

Letters are shown on a traffic light background in the maintenance group display. These icons show the status of the underlying hierarchy levels. It is also used as a navigation button to navigate to the underlying detailed pictures where the alarm was triggered. If there are no underlying detailed pictures, it is omitted.

The self-diagnostics icon shows the status of the component. Depending on the component and its status, various icons are displayed as explained in the section "Diagnostics and Maintenance Icons in PCS 7". This icon is also used as a navigation button to open the diagnostics faceplate of the component.

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In general, when you move the mouse pointer within a component on one of the displayed icons (maintenance state display or maintenance group display) and it changes to a lightning icon, action is possible.

10.1.5 Message Concept for Diagnostics Components

Priorities and Message Classes in Block Icons and Faceplates

The diagnostics status is shown in block icons and faceplates.

Priority Description Icon Color Acknowledgment

1 Process control fault (maintenance alarm) S Red Yes

2 Maintenance required F Yellow Yes

3 Maintenance request M Green Yes

4 AS status message, good None Green None

After a message has been received, the group display on the OS/MS client is updated.

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10.1.6 Conditions in Diagnostic Pictures

10.1.6.1 How to Open the Diagnostics Overview Screen

With the "Diagnostics" area button in the overview area, you open the diagnostics overview screen at the highest hierarchy level. From here, you can navigate over the maintenance state and maintenance group displays within the components or over the underlying detailed pictures using the Picture Tree Navigator.

Prerequisites

• All the steps necessary to generate diagnostics screens automatically have been taken. For more detailed information, refer to the online help on PCS 7, Configuration - Operator Station.

• Process control is enabled on the MS client.

Procedure

Click on the "Diagnostics" area button in the overview area.

Result

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The diagnostics overview screen contains the icon for PCs and industrial PCs at the top. Below these, there is the icon for network components followed by AS components. In the overview area above, the highest hierarchy level is activated because the overview picture is displayed in the working area.

To navigate to detailed pictures underlying the overview picture, use the Picture Tree Navigator. This provides you with a clear outline of the hierarchical structure of the diagnostics screens.

10.1.6.2 How to Open Diagnostics Screens over the Group Display

In the overview area of the user interface, a group display is displayed for the "Diagnostics" OS area. The status of the diagnostics component is displayed in the group display. By clicking on the group display, you can display the diagnostics screen containing the problem in the working area. If there is more than one disturbance, the diagnostics screen is displayed containing all disturbances.

Prerequisite

A problem is displayed within the group display in the overview area.

Procedure

Click on the group display for the "Diagnostics" area in the overview area.

Result

The detailed diagnostics screen containing the triggering disturbance is displayed in the working area. If there is more than one disturbance, the highest picture that contains all disturbances is displayed.

10.1.6.3 How to Open a Diagnostics Faceplate

Faceplates display all the information on a diagnostics-compliant component in process mode. Only information taken from the component itself or from the project data is displayed in the faceplates. When information is unavailable, the respective fields remain empty. The number of views in the faceplates depends on the type of component. The three views "Identification", "Messages" and "Maintenance" are always available for selection in the faceplates. Intelligent components such as those described by an EDD (Electronic Device Description) and those integrated in SIMATIC PDM have at least six views.

Prerequisite

A detailed diagnostics screen is displayed in the working area.

Procedure

Click on the maintenance group display within a block icon.

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Result

The faceplate of the relevant component is displayed in the "Ident" view in the working area.

10.1.7 Information and Conditions in Diagnostic Pictures

10.1.7.1 Available Views of the Diagnostics Faceplates

Each PLC block has its counterpart in Process mode on the OS, the faceplate. The faceplate provides you with different views of the diagnostics object (component). The following table shows you the views available with which diagnostic type. The "Identification", "Maintenance" and "Messages" views are available in the drop-down list for every faceplate. Other views depend on the component (type).

Views of the Diagnostics Faceplates

View \ Type Basic View PC Stations Industrial PCs Network Components

Field devices (EDD)

Identification X X X X X

Maintenance X X X X X

Messages X X X X X

Monitoring 1 X

Monitoring 2 X

Monitoring 3 X

Diagnostics X

Parameter X

Change Log X

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Note:

Diagnostics views are component-dependent and reflect more or less detail accordingly. The contents are determined by information provided by components. Fields remain empty if no information is available.

Buttons for HW Config" and "PDM" in Faceplates

Depending on the type of the component, the following selection buttons are provided in faceplates:

Jump to online view of the hardware project (HW Config)

Jump to configuration dialog of SIMATIC PDM for this component

The "HW Config" button is visible when this component is part of the hardware project. The "SIMATIC PDM" button is visible when this component has been configured in SIMATIC PDM.

In the faceplate of the type "Intelligent PDM field devices", the "HW Config" and "PDM" buttons are available in every view.

The PCS 7 project is on the MS client PC, which is also the ES, and "HW Config" can be opened. On MS clients without an ES, the buttons are not available and the detail information for the field devices in the "Diagnostics", "Parameters" and "ChangeLog" views are also not available.

The same applies to the "PDM" button.

10.1.7.2 Operator Input Functions in all Faceplates

The following control elements are available in all PCS 7 faceplates:

Operator Input Function Meaning

Keeps the dialog in the foreground even if a picture change is triggered in the background.

All messages are acknowledged. In the "Messages" view in the faceplate and in the message lists of the message system.

Drop-down list: Selection of one of the available views

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10.1.7.3 Diagnostics Faceplate, "Identification" View

Depending on the component, all information available from HW Config or SIMATIC PDM is displayed in the information box.

The displayed information is taken from the project or, when there are intelligent components that can be accessed by SIMATIC PDM, directly from the components and displayed. The local changes in the components are also registered and displayed in the components.

Information from SIMATIC PDM can only be displayed on an MS client on which SIMATIC PDM is installed.

Faceplate, "Ident" View

10.1.7.4 Diagnostics Faceplate, "Maintenance" View

You can classify the maintenance requests at the respective component in the "Maintenance" view of the diagnostics faceplate.

Status of Process Operations by the Operator

The possible status transitions are explained in the following diagram "Status of OS Operator Input".

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The operator instigates status changes. The operator sets a maintenance job to the status "maintenance alarm", "maintenance request", or "maintenance required". If the components involved is maintained, the "maintenance in progress" status is set by the operator. Once the maintenance is complete, the operator sets the maintenance status to "completed".

Work Request by the Operator

You can perform operations in faceplates from the "Maintenance" view. If you click on the options below "Operator request" such as "Alarm", "Request", "Required", "In progress", "Completed", or "Cancel", a dialog opens in which you can enter a comment and a work request number.

You can individually enter a number that is relevant for you, for example, a description of the task involved. This number has no effect within the maintenance station; it is only entered in the log. It can be used for transferring information to ERP systems. The work request number identifies a work package to be performed.

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The comment text appears in the "Note" box in the diagnostics faceplate, the number entered appears in the "Work order number" box. When a maintenance job has been completed or canceled by the operator, the display boxes "Work order number" and "Note" are cleared in the diagnostics faceplate.

Note:

You can cancel the current maintenance query at any time. You can also influence the weighting of a maintenance query, for example by changing "maintenance request" to "maintenance required".

You can choose one of the following:

• Confirmation of the request class suggested by the system

• Reclassification of the request class suggested by the system

• Forwarding of the request to a destination such as a printer

You can also document the status of a maintenance measure:

• The "in progress" status, for example, can be used as an authorization for maintenance measures.

• The "completed" status, for example, can be used as information about the completion of maintenance measures.

• The "cancel" status, for example, can be used to cancel maintenance measures or reset them.

The icon in the operator state display of the faceplate changes after classification of the maintenance measures.

Faceplate, "Maintenance" View

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Example:

First step:

The operator state display with the "?" icon is first displayed in the faceplate when the operator selects one of the three requests, "Alarm", "Request" or "Required", in the "Maintenance" view of the faceplate for the corresponding component. Depending on the selection of the operator, the corresponding icon is displayed in the maintenance state display, see picture below. In this state the "?" icon remains in the operator state display. The "?" icon in the operator state display corresponds to the status "Maintenance of the component requested but not yet in progress, completed or canceled".

Second step:

In the next step the operator specifies the execution of the task. He activates the check box "in progress".

Third step:

When maintenance is completed or canceled, the operator activates the corresponding check box. The operator state display disappears from the faceplate in both cases.

Example Display in Pictures

When the operator makes a maintenance request in the faceplate from the OS, the following icon displays are shown in the faceplate and in the component.

Maintenance alarm for logon

Maintenance request in progress

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Maintenance measures completed

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10.1.7.5 Diagnostics Faceplate, "Messages" View

The following messages are displayed in the "Messages" view of a diagnostics faceplate:

• Diagnostic error messages

• Operator input actions after selection of long-term archiving list in the toolbar

• Maintenance requests after selection of long-term archiving list in the toolbar

Faceplate, "Messages" View

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10.1.7.6 Diagnostics Faceplate, "Diagnostics" View

In the "Diagnostics" view in the faceplate, data from HART or PROFIBUS devices is displayed directly.

Display Element Operator Input Function

Meaning

Communication over PDM

The displayed information in this area shows the status of the communication connection of SIMATIC PDM to the device Gerät from the previous communication establishment.

Device status over PDM

The displayed information in this area shows the status of the affected device (Standard diagnostics according to PA profile).

Communication via PDM, display field right

The displayed information and texts are read directly from the component and are interpreted through the EDD (Electronic Device Description) for the component supplied by the manufacturer.

Note: Texts and languages are specific to the manufacturer and device. The displayed language corresponds to that set for SIMATIC PDM or the default language of the manufacturer. The information displayed in this area shows the messages of the relevant field device.

Last check Displays the date of the last update of the device data.

Update Updates or all the information displayed in the diagnostics faceplate.

Faceplate, "Diagnostics" View

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10.1.7.7 Diagnostics Faceplate, "Parameters" View

In the "Parameters" view, all field devices parameters are displayed on the basis of the EDD supplied by the manufacturer. The view corresponds to the Parameters view in SIMATIC. All current parameters are displayed according to the current SIMATIC PDM database. The displayed data are read-only and cannot be changed. If the Configuration Change Management supports the field device (customary for PROFIBUS field devices - according to PA and HART profile), the field device is recognized on the maintenance station, the PDM database is updated and the corresponding entries are made in the ChangeLog log (audit trail).

Faceplate, "Parameters" View

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10.1.7.8 Diagnostics Faceplate, "ChangeLog " View

In this view, the field device-oriented ChangeLog log (audit trail), which is executed by SIMATIC PDM, is displayed. Parameter settings or settings made by a maintenance operator on the field device are saved in this log and displayed in the "ChangeLog" faceplate view. The view corresponds to the Detail view of the log.

Faceplate, "ChangeLog" View

Further Information

PDM V5.2, The Process Device Manager manual

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10.1.7.9 Diagnostics Faceplate, "Monitoring1" View

With industrial PCs, the views "Monitoring1", "Monitoring2" and "Monitoring3" can be selected in the diagnostics faceplate.

Display Element Meaning

CPU (°C) With industrial PCs, the CPU temperature is displayed in °C in a bar chart.

Motherboard (°C) With industrial PCs, the temperature of the motherboard is displayed in °C in a bar diagram.

I/O chip (°C) With industrial PCs, the temperature of the PCI slots is displayed in °C in a bar diagram.

Operating hours (h) With industrial PCs the total operating hours of the PC are displayed.

Faceplate, "Monitoring1" View

10.1.7.10 Diagnostics Faceplate, "Monitoring2" View

With industrial PCs, the views "Monitoring1", "Monitoring2" and "Monitoring3" can be selected in the diagnostics faceplate.

Display Element Meaning

Fan 1 RPM With industrial PCs, the fan speed is displayed in RPM in a bar chart.

Fan 2 RPM With industrial PCs, the fan speed is displayed in RPM in a bar chart.

Fan 3 RPM With industrial PCs, the fan speed is displayed in RPM in a bar chart.

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Faceplate, "Monitoring2" View

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10.1.7.11 Diagnostics Faceplate, "Monitoring3" View

With industrial PCs, the views "Monitoring1", "Monitoring2" and "Monitoring3" can be selected in the diagnostics faceplate. These views are only filled with data when PCs are analyzed using the Siemens AG "DiagMon" program and the corresponding data could also be provided. These views can only be created when the corresponding OPC SNMP profile was selected during configuration.

Display Element Meaning

HD drive 1-4 With industrial PCs, information on up to four hard disks can be displayed. The following information is displayed:

• Serial number of the hard disk

• Firmware

• Status of the hard disk

Faceplate, "Monitoring3" View

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Index

A

Acknowledge.........................5-8, 6-26, 6-27 Acknowledging.................................5-9, 8-7 Acknowledgment..................................... 6-7 Acknowledgment philosophy .................. 8-7 Alarm source........................................... 6-9 Archive tags ............................................ 7-8 Area ........................................................ 6-6 Assigning rights..................................... 5-10 Audible indicator ..................................... 5-9 Autoscroll .............................................. 8-10

B

Basic knowledge ..................................... 1-1 Basic operation .........................5-1, 5-2, 5-3 BATCH Control Center ......................... 5-15 Binary value operation .......................... 6-33 Block icon.............................................. 6-24 Block view ............................................. 6-31 Button bar ......................................4-8, 4-14 Button set 1............................................. 4-9 Button set 2..................................4-12, 4-13

C

Column titles in message lists .............. 8-12 Create user ........................................... 5-10

D

Diagnostics ..................................10-1, 10-2 Diagnostics components....................... 10-3 Diagnostics faceplate............................ 10-8 Diagnostics faceplates ............10-20, 10-21,

.............................................10-26 - 10-32 Diagnostics icons ................10-4, 10-8, 10-9 Diagnostics screen....... 10-15, 10-17, 10-18

structure .......................................... 10-15 Digital value operation .......................... 6-34 Documentation..........................1-1, 2-1, 3-1

Range of validity.................................. 1-1

F

Faceplate ............. 6-24 - 6-35, 10-19, 10-20 Faceplates ............................................ 6-29 Filtering messages.........................8-8, 8-13 Functions in message lists.................... 8-10

G

Graphic pictures ...6-2, 6-3, 6-15, 6-17, 6-19 Graphics system......................................6-1 Group display .................................. 6-8, 6-9

I

Incoming Alarm List...............................6-11

L

Language change..................................5-16 Light indicator ..........................................5-9 Locking messages.................................6-29 Logging off...............................................5-5 Logging on...............................................5-5 Long-term archive .................................6-27 Loop display ..........................................6-32 Loop in Alarm ........................................6-10

M

Maintenance and diagnostics station ....10-1 Maintenance icons ................................10-8 Measurement point................................6-16 Message..................................................5-8 Message blocks.....................................8-12 Message concept for diagnostics

components .....................................10-16 Message lists........................ 8-4, 8-10, 8-11 Message strategy ....................................8-5 Message system ........................... 8-1, 8-13 Messages 6-7, 6-29, 6-30, 8-2 - 8-16, 10-16

locking................................................6-14 unlocking............................................6-14

Mouse pointer..........................................4-3

O

Online tags ............................................7-10 Operating instructions .............................1-1 Operator interface ........................... 4-1, 4-2 Operator process control....... 6-5, 6-7, 6-23,

................................................. 6-33, 6-34 Optional package ..................................10-1 Overview Window....................................4-4

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Index

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P

Picture information .................................. 5-2 Picture Tree Navigator ........6-11, 6-12, 6-13 Plant configuration .......................5-12, 5-13 Process alarm ......................................... 6-8 Process control .........................5-4, 5-5, 5-7 Process control alarm ............................. 6-8 Process information .............................. 6-24 Process input .......................................... 5-8 Process pictures ..6-2, 6-4, 6-15, 6-17, 6-19

R

Rang of functions .................................... 9-1 Range of functions ....................6-1, 7-1, 8-1 Report jobs............................................ 5-17 Report system......................................... 9-1

S

Screen composition ............6-20, 6-21, 6-22 Screen printout........................................ 5-3 SFC....................................................... 5-14 SFC visualization .................................. 5-14 Signaling device...................................... 5-9 Sorting messages ................................. 8-15

Source document ....................................1-1 System operation ..........5-1, 5-4 - 5-17, 6-6,

.......................... 6-9 -6-22, 7-1, 7-3 - 7-10 System response to messages ...............8-5

T

Target group............................................1-1 Tooltip......................................................5-1 Trend group.................................. 7-3 - 7-10 Trend system................................ 7-1 - 7-10

U

Unlocking messages .............................6-30 User Administrator....................... 5-10, 5-11 User hierarchies in PCS 7 .....................5-10 Users .......................................................5-5

V

Views ....................................... 10-19, 10-20

W

Window types ........................................4-16 Working area ...........................................4-7