Siemens SIMATIC PCS 7 User manual

SIMATIC
Process Control System PCS 7
Software update without utilization
of new functions
Service Manual
Valid for PCS 7 as of V7.1 SP4 according to V8.2
03/2016
A5E36200133-AA
Security information 1
Preface 2
Introduction 3
Overview of the update tasks 4
Preparing for the software
update 5
Installation of PCS 7 and
settings on the ES and OS 6
Adaptations in the PCS 7
project on the ES 7
Downloading of Target
Systems 8
Activate the operator stations 9
Updating SIMATIC BATCH
stations 10
Updating SIMATIC Route
Control stations 11
Migration of archive data
from a central archive server
(CAS) 12

Legal information
Warning notice system
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.
DANGER
indicates that death or severe personal injury will result if proper precautions are not taken.
WARNING
indicates that death or severe personal injury may result if proper precautions are not taken.
CAUTION
indicates that minor personal injury can result if proper precautions are not taken.
NOTICE
indicates that property damage can result if proper precautions are not taken.
If more than one degree of danger is present, the warning notice representing the highest degree of danger will be
used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property
damage.
Qualified Personnel
The product/system described in this documentation may be operated only by personnel qualified for the specific
task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified
personnel are those who, based on their training and experience, are capable of identifying risks and avoiding
potential hazards when working with these products/systems.
Proper use of Siemens products
Note the following:
WARNING
Siemens products may only be used for the applications described in the catalog and in the relevant technical
documentation. If products and components from other manufacturers are used, these must be recommended or
approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maintenance are required to ensure that the products operate safely and without any problems. The permissible
ambient conditions must be complied with. The information in the relevant documentation must be observed.
Trademarks
All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication
may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and software described.
Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in
this publication is reviewed regularly and any necessary corrections are included in subsequent editions.
Siemens AG
Division Process Industries and Drives
Postfach 48 48
90026 NÜRNBERG
GERMANY
A5E36200133-AA
Ⓟ 03/2016 Subject to change
Copyright © Siemens AG 2016.
All rights reserved

Table of contents
1 Security information......................................................................................................................................7
2Preface.........................................................................................................................................................9
3Introduction.................................................................................................................................................15
3.1 Defining a strategy for the software update...........................................................................15
3.2 General Requirements...........................................................................................................17
3.3 Important Information for Software Update without Utilization of New Functions..................18
3.4 Information on the Operating System....................................................................................21
3.5 Information on Products from the PCS 7-Add On Catalog.....................................................21
3.6 Licensing with the Automation License Manager...................................................................21
4 Overview of the update tasks.....................................................................................................................23
4.1 Information about software update procedure.......................................................................23
4.2 Overview of the Procedure.....................................................................................................23
5 Preparing for the software update..............................................................................................................27
5.1 Migration of CAS databases to the Process Historian...........................................................27
5.1.1 Overview of Adaptations for Central Archiving.......................................................................27
5.1.2 How to Detach Attached Archive Segments on the Central Archive Server..........................27
5.1.3 Migration of CAS databases to the Process Historian...........................................................28
5.2 Preparatory tasks...................................................................................................................30
5.2.1 Overview of preparations.......................................................................................................30
5.2.2 Exchanging Data Via OPC A&E.............................................................................................31
5.2.3 How to Back Up PCS 7 Project Data.....................................................................................31
5.2.4 How to Back Up User Created Libraries................................................................................34
5.2.5 Operator and Display Texts in Blocks....................................................................................35
5.2.6 How to Export Operator and Display Texts............................................................................35
5.2.7 Non-approved network adapters............................................................................................36
5.2.8 How to check the network adapter.........................................................................................37
5.2.9 Backing up pictures for user-defined status displays.............................................................37
5.2.10 Backing Up the License Keys and Authorizations..................................................................38
6 Installation of PCS 7 and settings on the ES and OS.................................................................................39
6.1 Overview of Installation and Settings on the ES and OS.......................................................39
6.2 How to Update PCS 7............................................................................................................39
6.3 How to enable encrypted communication between the PC stations......................................42
6.4 Installation of Additional PCS 7 Libraries...............................................................................43
6.5 How to Install Additional PCS 7 Libraries...............................................................................44
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Service Manual, 03/2016, A5E36200133-AA 3

7 Adaptations in the PCS 7 project on the ES...............................................................................................47
7.1 Update of a PCS 7 Project.....................................................................................................47
7.2 General adaptations...............................................................................................................47
7.2.1 Overview of General Adaptations in the Project....................................................................47
7.2.2 Changing the Configuration of Multilingual Texts...................................................................47
7.2.3 Importing Data from the User Archives..................................................................................48
7.2.4 How to update the configuration of the operator stations.......................................................48
7.2.5 How to Check the PH Consistency........................................................................................49
7.2.6 How to update the hardware configuration for SIMATIC PCS 7 BOX RTX and SIMATIC
PCS 7 AS RTX.......................................................................................................................50
7.2.7 How to configure the SIMATIC PDM Server..........................................................................51
7.3 Adaptations in NetPro and conversion of the CFC/SFC charts.............................................53
7.3.1 How to Check and Adapt the Connection Data in NetPro......................................................53
7.3.2 How to convert the CFCs.......................................................................................................54
7.4 Adaptation of OS-relevant settings........................................................................................55
7.4.1 Overview of Adaptation of OS-relevant Settings....................................................................55
7.4.2 Synchronization of OS Basic Pictures, Local Computer Actions and Faceplates..................56
7.4.3 How to Synchronize OS Basic Pictures, Local Computer Actions, and Faceplates..............56
7.4.4 Mixed operation and visualization of AS blocks from different PCS 7 versions.....................58
7.4.5 How to Update the Picture Objects........................................................................................59
7.5 Adaptations for the Process Historian....................................................................................61
7.5.1 Adaptations for the Process Historian at a glance.................................................................61
7.5.2 How to update the Process Historian and Information Server...............................................62
7.5.3 How to replace the CAS with the PH.....................................................................................62
7.6 Adaptations for the Maintenance Station...............................................................................63
7.6.1 Overview of the Maintenance Station update........................................................................63
7.6.2 How to change the OPC Server and adapt the SNMP configuration.....................................64
7.6.3 How to update the diagnostics settings..................................................................................66
7.6.4 How to update the diagnostics screens.................................................................................66
7.7 Additional Options..................................................................................................................68
7.7.1 Overview of additional options...............................................................................................68
7.7.2 Updating the PCS 7 Web Option for OS................................................................................68
7.7.3 Updating PCS 7 Components that Use SIMATIC Logon Services........................................68
7.8 Work for the OS in SIMATIC Manager...................................................................................69
7.8.1 Overview of compiling............................................................................................................69
7.8.2 How to Compile the OS..........................................................................................................69
8 Downloading of Target Systems.................................................................................................................73
8.1 Downloading of Target Systems............................................................................................73
9 Activate the operator stations.....................................................................................................................75
9.1 Overview of activating the operator stations..........................................................................75
9.2 How to Check the Settings on the OS Servers......................................................................75
9.3 How to Check the Settings on the OS Clients........................................................................76
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4Service Manual, 03/2016, A5E36200133-AA

10 Updating SIMATIC BATCH stations...........................................................................................................77
11 Updating SIMATIC Route Control stations.................................................................................................79
12 Migration of archive data from a central archive server (CAS)...................................................................81
12.1 Archive migration at a glance.................................................................................................81
12.2 How to migrate the archives in the Process Historian............................................................81
Index...........................................................................................................................................................83
Table of contents
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Table of contents
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6Service Manual, 03/2016, A5E36200133-AA

Security information 1
Siemens provides products and solutions with industrial security functions that support the
secure operation of plants, solutions, machines, equipment and/or networks. They are
important components in a holistic industrial security concept. With this in mind, Siemens’
products and solutions undergo continuous development. Siemens recommends strongly that
you regularly check for product updates.
For the secure operation of Siemens products and solutions, it is necessary to take suitable
preventive action (e.g. cell protection concept) and integrate each component into a holistic,
state-of-the-art industrial security concept. Third-party products that may be in use should also
be considered. For more information about industrial security, visit http://www.siemens.com/
industrialsecurity
To stay informed about product updates as they occur, sign up for a product-specific
newsletter. For more information, visit http://support.automation.siemens.com.
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Service Manual, 03/2016, A5E36200133-AA 7

Security information
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8Service Manual, 03/2016, A5E36200133-AA

Preface 2
Purpose of this documentation
This documentation provides a comprehensive overview of the steps you must take to adapt
your existing PCS 7 process control system to the new SIMATIC PCS 7 version. It supports
you in updating PCS 7 projects and guides you through installation and commissioning of the
current software.
The contents of the documentation are directed toward service personnel, commissioning
personnel, and experienced PCS 7 users with the necessary system knowledge. The
documentation provides instructions for carrying out the software update.
Refer to the documentation for specific products for information regarding the handling of these
products.
Scope of the documentation
This documentation applies to the software package
Process Control System; SIMATIC PCS 7
V8.2 .
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Service Manual, 03/2016, A5E36200133-AA 9

Options for accessing PCS 7 documentation
The documentation required for PCS 7 includes the following types:
●PCS 7 Readme
The readme file is available in two versions:
–PCS 7 Readme (offline)
This version is installed by PCS 7 Setup. The file only contains general information and
links to documents on the Internet.
–PCS 7 Readme (online)
This version contains all information on the installation and use of PCS 7 in the format
which is already familiar to you. The file is only available on the Internet to keep it always
up-to-date.
Note
The information provided in the PCS 7 Readme (online) on the Internet takes
precedence over all other PCS 7 documentation.
Read this PCS 7 Readme carefully, because it contains important information and
amendments on PCS 7.
●PCS 7 System Documentation
System documentation contains information that covers several products, such as
configuration manuals and Getting Started manuals. This documentation serves as a
guideline for the overall system and explains the interaction between the individual
hardware and software components.
Read the information on "PCS 7 Documentation Portal Setup" in the product overview
Process Control System PCS 7; PCS 7 ‑ Documentation ; Section "Options for accessing
the documentation".
●PCS 7 Product Documentation
Product documentation contains information about special hardware and software
components. The individual documents provide detailed information on the specific
component.
Full versions of the documentation are available from the "Technical Documentation SIMATIC
PCS 7" website:
http://www.siemens.com/pcs7-documentation (http:\\www.siemens.com/pcs7-documentation)
You can find additional information in the product overview Process Control System PCS 7;
PCS 7 - Documentation ; Section "Options for accessing the documentation".
Preface
Software update without utilization of new functions
10 Service Manual, 03/2016, A5E36200133-AA

Documentation for the software update
You can find all documentation on the topic of "Software update" on the Internet.
Documentation Contents
Manual Software update without utiliza‐
tion of new functions
Describes the procedure for the software update of PCS 7
projects without utilization of new functions.
● Original version of the existing project:
PCS 7 as of V7.1 SP4
● Project to be updated to the following version without
utilization of new functions:
PCS 7 V8.2
Manual Software update with utilization
of new functions
Describes the procedure for the software update of PCS 7
projects with utilization of new functions.
● Original version of the existing project:
PCS 7 as of V7.1 SP4
● Project to be updated to the following version with
utilization of new functions:
PCS 7 V8.2
Additional documentation for the software update
Additional information from the following documentation is required for carrying out the
software update:
Documentation Contents
Manual Process Control System PCS 7;
Service Support and Diagnostics
Ensuring the Availability of a PCS 7 System; contains infor‐
mation on creating backups and how to perform firmware
updates.
Manual Process Control System PCS 7
PCS 7 PC Configuration
PCS 7 PC - Hardware and Installation;
Windows settings and tools;
Software packages and required license keys.
Configuration manual Process Control
System PCS 7; Engineering System
Guide to configuration steps in SIMATIC Manager, CFC,
SFC, NetPro
Configuration manual Process Control
System PCS 7; Operator Station
Guide to configuration steps in WinCC
Function manual Process Control Sys‐
tem PCS 7; Fault-tolerant Process Con‐
trol Systems
Guide to configuration steps for fault-tolerant process control
systems
Documentation
Process Control System PCS 7;
Released Modules
All modules released for SIMATIC PCS 7 are listed together
with the following information:
● Product designation
● Article number
● Firmware version
● Brief description
Online help
WinCC Information System
Describes the updating of WinCC projects.
Process Control System PCS 7; Web
Option for OS manual
Describes the installation and use of the Web Option for OS
in PCS 7
Preface
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Service Manual, 03/2016, A5E36200133-AA 11

Documentation Contents
Manual Process Control System PCS 7;
OpenPCS 7
Describes how an OPC A&E server with hierarchical access
is used in PCS 7 systems
Function manual Process Control Sys‐
tem PCS 7; Fault-tolerant Process Con‐
trol Systems
Describes the principles of use of fault-tolerant (redundant)
components in SIMATIC PCS 7.
SIMATIC manual S7 F/FH Automation
Systems
SIMATIC S7 F Systems
Describes the configuration and programming of S7 F/FH
failsafe systems using S7 F systems.
Contains important information which must be taken into ac‐
count when installing and using the S7 F system optional
package in PCS 7.
Required basic knowledge
General knowledge in the area of automation engineering and basic knowledge of PCS 7 is
required to understand this documentation. You also need to know how to use PCs with
Windows operating systems.
The following documentation provides basic information on working with PCS 7:
● Configuration manual
Process Control System PCS 7; Engineering System
● Configuration manual Process Control System PCS 7; Operator Station
● Getting Started Process Control System PCS 7; Part 1
Software update up to PCS 7 V7.1 SP4
All projects up to PCS 7 V7.1 SP4 are updated in several steps. You will receive the necessary
instructions with the associated software packages.
Conventions
In this documentation, the names of elements in the software interface are specified in the
language of this documentation. If you have installed a multi-language package for the
operating system, some of the designations will be displayed in the base language of the
operating system after a language switch and will, therefore, differ from the designations used
in the documentation.
Changes compared with previous versions
Below, you will find an overview of the most important changes compared with previous
versions:
As of PCS 7 V8.2
● Updating block icons containing user customizations.
Preface
Software update without utilization of new functions
12 Service Manual, 03/2016, A5E36200133-AA

As of PCS 7 V8.1
● The operating systems must be changed (Windows 7 or Windows Server 2008 R2)
Note
Central archive server
The central archive server (CAS) is not supported. Replace the CAS with the following PC
stations:
● Process Historian as external archive server
● Information Server as reporting system
Information on configurations can be found in the documentation Process Control System
PCS 7; PCS 7 PC Configuration .
Information on Migration can be found in the documentation SIMATIC; Process Historian
2014; Process Historian Administration .
● PC stations that are involved in process mode can be connected using encrypted
communication.
● When the Advanced Process Library is used, the operator station can display the block
icons for AS blocks from different library versions in the process pictures.
As of PCS 7 V8.0 including SP1
● User-configurable message classes
● Redundant, fault-tolerant terminal bus based on the Parallel Redundancy Protocol (PRP)
● Process Historian
– Redundant Process Historian
– Migration of the central archive server (CAS) to Process Historian
You can find additional information on this in the "WinCC Classic Information System".
● Updating computers using the SIMATIC Management Console
You can find information on this in the online help SIMATIC Process Control System PCS 7;
SIMATIC Management Console .
PCS 7 V8.0 or higher:
● Use of the Advanced Process Library (APL) V8.0 as standard library for configuration.
PCS 7 V7.1 or higher:
● PCS 7 setup automatically installs the necessary hotfixes and SQL server.
● Use of OS clients as maintenance clients (default configuration for an OS client in terms of
the maintenance server)
● Information on Microsoft Windows settings and security settings can be found in the
whitepaper SIMATIC Process Control System PCS 7; Security Information Note
It can be downloaded via the Internet from the Customer Support (https://
www.siemens.com/automation/service) website under the following entry number:
26462131 (http://support.automation.siemens.com/WW/view/en/26462131)
Preface
Software update without utilization of new functions
Service Manual, 03/2016, A5E36200133-AA 13

● Information on virus scanners can be found in the whitepaper SIMATIC Process Control
System PCS 7; Security Information Note; Setting Virus Scanners
It can be downloaded from the Customer Support (https://www.siemens.com/automation/
service) websites under the following entry number:
26366540 (http://support.automation.siemens.com/WW/view/en/26366540).
● The architecture for SIMATIC PDM has been modified.
You can find additional information on this in the section "How to configure the SIMATIC
PDM Server (Page 51)".
Preface
Software update without utilization of new functions
14 Service Manual, 03/2016, A5E36200133-AA

Introduction 3
3.1 Defining a strategy for the software update
Decision process
The selection and use of the correct documentation depends on the comprehensiveness of
your software update. the current status of the software and any boundary conditions that may
exist.
The figure below shows you the documentation you should use to update a PCS 7 plant.
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Software update without utilization of new functions
Service Manual, 03/2016, A5E36200133-AA 15

Note
Operating systems
Observe the requirements for the operating systems. You can find additional information on
this in the documentation Process Control System PCS 7; PCS 7 Readme (online) .
Note
Intermediate steps required for the software update
If you cannot directly upgrade to the current PCS 7 version of a PCS 7 project, the intermediate
steps shown in the figure are required. The steps described in the accompanying
documentation must be completed.
Exception: when permanent operability of the system is not required: You can skip the
download to the operator control and monitoring systems in the intermediate steps.
See also
General Requirements (Page 17)
Introduction
3.1 Defining a strategy for the software update
Software update without utilization of new functions
16 Service Manual, 03/2016, A5E36200133-AA

3.2 General Requirements
General requirements for updating the software
● Your PC hardware must meet the hardware requirements of the current PCS 7 version.
For additional information, refer to the documentation
Process Control System PCS 7;
PCS 7 - Readme (online)
● The PC where the PCS 7 software is installed must meet one of the following requirements:
– It can access the PCS 7 software via a network (sharing of a network folder or DVD
drive).
– It has its "own" DVD drive (example: USB DVD drive).
Note
You must complete the software update before beginning with any additional changes
to the configuration.
● The project must be updated to at least PCS 7 V7.1 SP4.
Only use the latest library versions for PCS 7 libraries:
– Library versions for PCS 7 V7.1 SP4
– Library versions for PCS 7 V8.0 SP2
– Library versions for PCS 7 V8.1 SP1
– Library versions for PCS 7 V8.2
Recommendation:
Check the compatibility of the library versions using the compatibility tool.
Note
If AS blocks from other PCS 7 versions are used in the project, it will be necessary to update
these blocks via a software update using new functions.
You can find the download files for setups of older versions of the PCS 7 Library, the
PCS 7 Basic Library or the PCS 7 Advanced Process Library on the Internet (https://
support.industry.siemens.com/cs/ww/en/view/109480136).
Checking the compatibility
Siemens offers a compatibility tool for automation and drive technology. You can find the
compatibility tool on the Internet: Compatibility tool (https://support.industry.siemens.com/cs/
ww/en/view/64847781).
Introduction
3.2 General Requirements
Software update without utilization of new functions
Service Manual, 03/2016, A5E36200133-AA 17

Asian text in PCS 7
In the following cases, you need a USB hardlock for your PCS 7 version:
● You want to install PCS 7 on an Asian operating system
● You want to install an Asian version of PCS 7
● You want to display Asian text in the user interface
The USB hardlock stores the license information you need to operate and configure your
version of PCS 7. Please contact your Siemens representative for information on the available
Asian language versions.
Note
A message indicates missing ASIA hardlock in a non-Asian project
Check the language of the operating system and PCS 7.
When language columns are configured for Asian text in a PCS 7 project and you do not need
this Asian text, you can delete these language columns from the text library of all OS projects.
It is then possible to operate with a license key for the PCS 7 version and without a USB
hardlock.
3.3 Important Information for Software Update without Utilization of New
Functions
Requirements for Performing a Software Update
● PCS 7 can only run on operating systems that have been approved for PCS 7. You can
find information on approved operating systems in the Process Control System PCS 7;
PCS 7 Readme documentation (Internet version). This file contains additional information
pertaining to the operating systems and necessary service packs.
The Server operating system is required for the following PC stations:
– Server (redundant and non-redundant) for OS, SIMATIC BATCH, SIMATIC Route
Control
– Server for Web Option for OS
– Server for engineering station with multiproject (central data store) for engineering with
multiple engineering stations
● When the operating system is changed:
Ensure that the hardware of the PC stations is suitable for use with the updated PCS 7
version (e.g. operating systems, network adapter).
Read section "How to Check and Adapt the Connection Data in NetPro (Page 53)".
● The software update of password-protected projects requires SIMATIC Logon on an ES.
● For projects with activated FDA access protection for WinCC tag export, you have to open
the WinCC project in SIMATIC Manager beforehand.
Introduction
3.3 Important Information for Software Update without Utilization of New Functions
Software update without utilization of new functions
18 Service Manual, 03/2016, A5E36200133-AA

● Ensure that your hardware meets the requirements for PCS 7. You can find more
information in the documentation Process Control System PCS 7 Catalog Overview;
Released Modules . If system components are not suitable for the updated version of PCS
7, you must replace them. In some cases, you must adapt or redo the configuration of the
components that have been replaced in the updated project.
● You need upgrade license keys to update PCS 7:
– V7.1 -> V8.0 (additional upgrade license key required)
– V8.x -> V8.2
● The automation system can remain in the RUN state during a software update without
utilization of the new functions. The process can be continued. Program changes can be
downloaded during operation. Functions that require a new library version (for example,
SIMATIC Route Control) require a STOP of the automation system.
● The manual contains some sections that are not listed in the overview. Observe the
information provided in these sections when updating the software and check whether this
information is relevant to your PCS 7 system.
● You do not need any new hardware or firmware for your automation system.
● You want to perform the software update without a great deal of configuration effort.
● The process can always be operator-controlled and monitored, if you use redundant OS
servers and update the software accordingly.
You can find more information about this in the manual Process Control System PCS 7;
Fault-tolerant Process Control Systems > Guidelines for updating a redundant OS in
runtime.
Note
Projects up to and including PCS 7 V7.1 SP3
If you want to update PCS 7 projects of a version older than and including PCS 7 V7.1 SP3,
the complete software update to at least PCS 7 V7.1 SP4 is required as an intermediate step.
Read the decision-making aid in section: Defining a strategy for the software update
(Page 15)
Note
Archive server
The central archive server (CAS) is not supported. Replace the CAS with the following PC
stations:
● Process Historian as external archive server
● Information Server as reporting system
You can find information on configurations in the documentation Process Control System
PCS 7; PCS 7 PC Configuration .
You can find information on migration in the documentation SIMATIC; Process Historian;
Process Historian Administration .
Introduction
3.3 Important Information for Software Update without Utilization of New Functions
Software update without utilization of new functions
Service Manual, 03/2016, A5E36200133-AA 19

Software update for Process Historian (V8.0 SP2)
If a Process Historian of version 8.0 SP2 is integrated in the project you wish to update, updates
must be installed on the Process Historian prior to the software update. Read the PH
documentation.
You can find additional information in this documentation and in the Process Historian
documentation:
● Installation manual SIMATIC; Process Historian Installation Notes
● System manual SIMATIC; Process Historian Administration, "Migration" section
Projects with add-on applications/products
Note
In some cases, add-on applications/products require intermediate steps. Read the relevant
documentation before starting the software update.
Downloading Changes
Note
Sequencers from SFC charts are not canceled during a software update, provided no changes
have been made within the sequencer.
Libraries
As of PCS 7 V8.0, the libraries of PCS 7 are updated with each PCS 7 version. The following
libraries are installed by default:
●PCS 7 Basic Library
Contains the blocks of the PCS 7 Basic Library of PCS 7.
The PCS 7 Basic Library is a prerequisite for the use of the PCS 7 Library and the Advanced
Process Library.
●Advanced Process Library
Contains the blocks of the PCS 7 Advanced Process Library.
Note
Library required
Installation of additional PCS 7 libraries is required for the software update without utilization
of new functions.
You can find additional information on this in the section "Installation of Additional PCS 7
Libraries (Page 43)".
Introduction
3.3 Important Information for Software Update without Utilization of New Functions
Software update without utilization of new functions
20 Service Manual, 03/2016, A5E36200133-AA