Siemens SIMATIC BATCH Operating Manual

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Page 1

SIMATIC

Process Control System PCS 7 SIMATIC BATCH V8.2

Preface

Operating Manual

Security information

Product introduction and installation

What's new?

Technological basics complying with ISA-88.01

Introduction to SIMATIC BATCH

Engineering

Rational engineering

BATCH Control Center

BATCH Recipe Editor

BATCH OS controls

Recommended procedure

Appendix

Context help references

02/2016

A5E35958174-AA

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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

A5E35958174-AA Ⓟ 04/2016 Subject to change

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1 Preface.......................................................................................................................................................27

2 Security information....................................................................................................................................29

3 Product introduction and installation...........................................................................................................31

3.1 What is SIMATIC BATCH?....................................................................................................31

3.2 Functions of SIMATIC BATCH...............................................................................................32

3.3 Components of SIMATIC BATCH..........................................................................................32

3.3.1 BATCH interface blocks.........................................................................................................32

3.3.2 BATCH configuration dialog...................................................................................................34

3.3.3 BATCH Launch Coordinator..................................................................................................35

3.3.4 BATCH control server............................................................................................................36

3.3.5 BATCH CDV..........................................................................................................................37

3.3.6 Batch Control Center (BatchCC)............................................................................................38

3.3.7 BATCH Recipe Editor............................................................................................................40

3.3.8 Assembling BATCH data in reports.......................................................................................41

3.3.9 BATCH OS controls...............................................................................................................41

3.4 Operating modes in SIMATIC BATCH...................................................................................42

3.4.1 Introducing the operating modes "AS-based" and "PC-based"..............................................42

3.4.2 Concept expansion................................................................................................................43

3.4.3 Shifting of the recipe logic to the AS......................................................................................44

3.4.4 Recipe levels and sequence of a recipe................................................................................47

3.4.5 Recipe processing in runtime.................................................................................................48

3.5 Possible configurations..........................................................................................................48

3.5.1 System software architecture.................................................................................................48

3.5.2 Distribution of the SIMATIC program packages.....................................................................50

3.5.3 Client / server architecture of SIMATIC BATCH....................................................................51

3.5.4 Interface to MES/ERP............................................................................................................53

3.5.5 Redundancy...........................................................................................................................54

3.5.5.1 Introduction............................................................................................................................54

3.5.5.2 Example configuration - Fault-tolerant Batch Control............................................................55

3.5.5.3 Behavior in runtime................................................................................................................56

3.5.5.4 Data replication......................................................................................................................57

3.5.5.5 Configuration of the redundant BATCH server......................................................................60

3.5.5.6 Information on network connections......................................................................................62

3.5.5.7 Configuring network connections...........................................................................................62

3.5.5.8 Important additional information.............................................................................................63

3.5.5.9 Automatic hot restart..............................................................................................................64

3.5.5.10 Failure behavior of the BATCH server in AS-based mode.....................................................66

3.6 Configuration limits.................................................................................................................66

3.6.1 Definition of configuration limits.............................................................................................66

3.6.2 Structures of batch process cells ..........................................................................................68

3.6.3 Basics for calculating the performance of both operating modes..........................................69

3.6.4 Measured results for calculating the performance of both operating modes.........................71

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3.7 Security aspects.....................................................................................................................75

3.8 Configuring the security settings on the SIMATIC BATCH server.........................................77

3.9 Installation..............................................................................................................................79

3.9.1 Delivery type of SIMATIC BATCH..........................................................................................79

3.9.2 SIMATIC BATCH Basic..........................................................................................................80

3.9.3 Requirements for installation..................................................................................................81

3.9.4 Readme file with the latest information..................................................................................82

3.9.5 Authorizations........................................................................................................................83

3.9.6 Installing the components of SIMATIC BATCH......................................................................86

3.10 Plant update...........................................................................................................................89

3.11 Time-of-day synchronization..................................................................................................93

3.12 System properties..................................................................................................................93

3.13 Using online help....................................................................................................................95

3.13.1 Using help..............................................................................................................................95

3.13.2 Search....................................................................................................................................95

3.13.3 Navigation..............................................................................................................................98

4 What's new?.............................................................................................................................................101

4.1 Accompanying focus for OS Control Properties...................................................................101

4.2 New order list for the OS Controls.......................................................................................101

4.3 Batch status symbol "Completed" at order folder.................................................................101

4.4 Extended continuous mode..................................................................................................102

4.5 Specification of order quantity in BatchCC and OS Controls...............................................102

4.6 Expansions in the "Batch properties" dialog........................................................................102

4.7 Unique IDs for batch elements.............................................................................................103

4.8 Monitoring time for batch and step commands....................................................................103

4.9 Display of the configured conditions of a transition..............................................................103

4.10 Increasing security for communication.................................................................................103

4.11 Connecting automatically to a project..................................................................................104

4.12 Archiving method "SQL Server"...........................................................................................104

5 Technological basics complying with ISA-88.01.......................................................................................105

5.1 Which standards is SIMATIC BATCH based on?................................................................105

5.2 Introduction of technological terms......................................................................................105

5.3 Basic structure of a recipe....................................................................................................108

5.4 Material and production data (formula)................................................................................109

5.5 Basic structure of a recipe procedure..................................................................................110

5.6 Relationship between master recipe, formula and control recipe........................................110

5.7 What is a formula category?................................................................................................111

5.8 Internal and external formulas..............................................................................................112

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5.9 ANSI/ISA-88.01 models ......................................................................................................112

5.9.1 Overview of the ISA-88 standard models.............................................................................112

5.9.2 Procedural control model.....................................................................................................114

5.9.3 Physical model.....................................................................................................................115

5.9.4 Process model.....................................................................................................................117

6 Introduction to SIMATIC BATCH..............................................................................................................119

6.1 Getting started......................................................................................................................119

6.2 Process cell configuration....................................................................................................120

6.3 Permission management.....................................................................................................120

6.4 Recipe creation....................................................................................................................120

6.5 Process mode......................................................................................................................120

7 Engineering..............................................................................................................................................121

7.1 Basic engineering for PCS 7................................................................................................122

7.1.1 Using the PCS 7 Wizard......................................................................................................123

7.1.2 Configuring BATCH servers, BATCH clients and AS...........................................................124

7.1.2.1 Installing on BATCH servers and BATCH clients.................................................................124

7.1.2.2 Basics of configuration.........................................................................................................124

7.1.2.3 Configuring the BATCH server.............................................................................................126

7.1.2.4 Configuring the BATCH clients............................................................................................127

7.1.2.5 Adapting the CPU for AS-based mode................................................................................129

7.1.3 Plant hierarchy.....................................................................................................................130

7.1.3.1 Structure of the plant hierarchy............................................................................................130

7.1.3.2 Procedure for creating the plant hierarchy...........................................................................132

7.1.3.3 Specifying basic settings of the plant hierarchy...................................................................133

7.1.3.4 Rules for inserting CFC charts.............................................................................................134

7.1.3.5 "Process cell" hierarchy folder.............................................................................................136

7.1.3.6 "Unit" hierarchy folder..........................................................................................................136

7.1.3.7 "Equipment module" hierarchy folder...................................................................................137

7.1.3.8 Assigning the "Process cell", "Unit" or "Equipment phase" object type................................138

7.1.3.9 Specifying predecessors for a unit.......................................................................................138

7.1.3.10 Extending the plant hierarchy by adding neutral folders......................................................139

7.1.3.11 Relationship between plant hierarchy, blocks and recipes..................................................141

7.1.4 Creating an equipment module............................................................................................143

7.1.4.1 Introduction..........................................................................................................................143

7.1.4.2 Optimum installation of the blocks for AS-based mode.......................................................146

7.1.4.3 Structure of the unit with the UNIT_PLC interface block......................................................146

7.1.4.4 Self-terminating equipment phases......................................................................................148

7.1.4.5 Non-self-terminating equipment phase ...............................................................................149

7.1.4.6 Setting up the equipment module with interface blocks IEPH and IEOP.............................151

7.1.4.7 Setting up the equipment module with SFC types...............................................................155

7.1.4.8 Setting up process tags with the TAG_COLL interface block..............................................161

7.1.5 Dynamic unit parameters.....................................................................................................162

7.1.6 Creating and inserting user process tag types in CFC charts..............................................164

7.1.6.1 Creating and inserting user process tag types in CFC charts..............................................164

7.1.6.2 First option: Create new function block................................................................................164

7.1.6.3 Second option: Create CFC chart and compile it as a block type........................................167

7.1.7 Equipment properties and their use.....................................................................................169

7.1.7.1 Introduction..........................................................................................................................169

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7.1.7.2 Creating equipment properties.............................................................................................170

7.1.7.3 Assigning equipment properties to the units........................................................................170

7.1.7.4 Configuring unit groups........................................................................................................171

7.1.8 Configuring transfer of archive data from WinCC archives..................................................172

7.1.9 Clearing up blocks in CFC data management.....................................................................175

7.2 PC station (PCS 7 OS / WinCC Explorer)............................................................................176

7.2.1 Compiling the OS.................................................................................................................176

7.2.2 PCS 7 OS - change project type..........................................................................................177

7.3 BATCH engineering.............................................................................................................178

7.3.1 BATCH configuration dialog.................................................................................................178

7.3.2 BATCH engineering overview..............................................................................................188

7.3.3 Symbols in the BATCH configuration dialog........................................................................190

7.3.4 Automatic parameter assignment of the BATCH blocks......................................................191

7.3.5 How to compile and download the process cell data...........................................................192

7.3.6 Display number of units........................................................................................................194

7.3.7 Configuring control strategies..............................................................................................195

7.3.8 Assigning control strategies.................................................................................................197

7.3.9 Obtaining the memory configuration and setting the allocation...........................................198

7.3.10 Compiling the Batch process cell data in single project engineering...................................200

7.3.11 Compiling the process cell data in multiproject engineering................................................200

7.3.12 Compiling and Downloading Batch Process Cell Data .......................................................202

7.3.13 Multiple instantiation of the same block types within a unit..................................................205

7.3.14 Simultaneous compilation and download.............................................................................207

7.3.15 Communication monitoring..................................................................................................208

7.3.16 Working with several process cell projects..........................................................................209

7.3.17 Downloading to the target system, changes........................................................................210

7.3.18 Specifying the type description of the process cell..............................................................211

7.3.18.1 Type description of the process cell.....................................................................................211

7.3.18.2 Type description for the individual project............................................................................212

7.3.18.3 Executable functions in a single project...............................................................................214

7.3.18.4 Type description in a multiproject.........................................................................................215

7.3.18.5 Executable functions in a multiproject..................................................................................217

7.3.18.6 Executable functions in a project of a multiproject...............................................................218

7.3.18.7 Executable functions in a removed project..........................................................................219

7.3.18.8 Propagating a type description to other projects (multiproject)............................................220

8 Rational engineering.................................................................................................................................221

8.1 Difference between single project and multiproject engineering..........................................221

8.2 Single project engineering....................................................................................................221

8.2.1 Removing projects for editing and restoring them................................................................221

8.2.2 Flow chart: Engineering procedure for a single project........................................................222

8.3 Multiproject engineering ......................................................................................................224

8.3.1 General information..............................................................................................................224

8.3.2 Importing remote process cells............................................................................................225

8.3.3 Preparing ES data for SIMATIC BATCH..............................................................................226

8.3.4 PCS 7 - change project type................................................................................................226

8.4 Central multiproject engineering..........................................................................................227

8.4.1 Flow chart: Engineering procedure for a multiproject...........................................................227

8.5 Distributed multiproject engineering ....................................................................................230

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8.5.1 Overview and important initial considerations......................................................................230

8.5.2 Step 1: Archive and remove project(s) and master data library in the CMP........................233

8.5.3 Step 2: Restoring and inserting project(s) and master data library in the DMP, and

adapting the project..............................................................................................................233

8.5.4 Step 3: Editing, testing and archiving project(s) in the DMP................................................235

8.5.5 Step 4: Restoring and inserting project(s) in the CMP.........................................................236

8.5.6 Errors sources in distributed multiproject engineering with SIMATIC BATCH.....................238

8.6 Operation of SIMATIC BATCH with more than one PCS 7 OS...........................................240

9 BATCH Control Center.............................................................................................................................243

9.1 Starting and operating..........................................................................................................243

9.1.1 Information on the BATCH Launch Coordinator..................................................................243

9.1.2 Starting BatchCC.................................................................................................................245

9.1.3 Getting Help.........................................................................................................................246

9.1.4 User interface and operation................................................................................................247

9.1.4.1 Layout of the main window (BatchCC).................................................................................247

9.1.4.2 Project and user settings......................................................................................................251

9.1.4.3 User-specific session information........................................................................................252

9.1.4.4 Customization of the properties dialogs for RPEs................................................................254

9.1.4.5 Properties dialogs in BatchCC, viewer and OS controls......................................................254

9.1.4.6 Expand or reduce parameter display...................................................................................255

9.1.4.7 Creating and manipulating objects.......................................................................................256

9.1.4.8 Overview lists.......................................................................................................................259

9.1.4.9 Output window for messages...............................................................................................263

9.1.4.10 Extended batch information.................................................................................................264

9.1.4.11 Shortcut window...................................................................................................................266

9.1.4.12 Log.......................................................................................................................................267

9.1.4.13 Editing window with BATCH objects....................................................................................269

9.1.4.14 Window for displaying active applications............................................................................269

9.1.5 Objects and object hierarchy................................................................................................270

9.1.5.1 Objects and object hierarchy................................................................................................270

9.1.5.2 Libraries with library operations...........................................................................................272

9.1.5.3 Master recipes......................................................................................................................273

9.1.5.4 Formulas..............................................................................................................................274

9.1.5.5 Production orders.................................................................................................................275

9.1.5.6 Materials...............................................................................................................................277

9.1.5.7 Permission management.....................................................................................................277

9.2 Specifying user permissions................................................................................................278

9.2.1 Introduction to permission management..............................................................................278

9.2.2 Specifying user permissions................................................................................................281

9.2.3 Changing user permissions..................................................................................................285

9.2.4 Display of user permissions.................................................................................................286

9.2.5 Generating and displaying an info file with individual permissions......................................287

9.2.6 Setting up the emergency operator......................................................................................288

9.3 Reading in the ES data........................................................................................................289

9.3.1 Reading process cell data into SIMATIC BATCH................................................................289

9.3.2 Updating process cell data after changes in the engineering system..................................290

9.3.3 Updating a BATCH process cell...........................................................................................292

9.4 Specifying the materials.......................................................................................................293

9.4.1 Editing materials...................................................................................................................293

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9.4.2 Changing the quality............................................................................................................294

9.5 Recipes................................................................................................................................295

9.5.1 Flow chart: How to create and edit a master recipe.............................................................295

9.5.2 Flowchart: How to create/edit a library operation.................................................................296

9.5.3 Basics of recipe creation......................................................................................................297

9.5.3.1 Relationship between header parameters, formula category and external formula.............297

9.5.3.2 Interconnecting parameters.................................................................................................298

9.5.4 Editing master recipes..........................................................................................................299

9.5.4.1 How to configure a master recipe........................................................................................299

9.5.4.2 Creating a new master recipe..............................................................................................301

9.5.4.3 Opening and editing recipes................................................................................................302

9.5.4.4 Specifying the master recipes..............................................................................................302

9.5.4.5 Creating a new formula category.........................................................................................304

9.5.4.6 Specifying the formula category properties..........................................................................304

9.5.4.7 Creating a new external formula..........................................................................................305

9.5.4.8 Specifying the properties of the formula...............................................................................306

9.5.4.9 Interconnecting master recipe header parameters with external formula............................307

9.5.4.10 Working with the recipe overview list...................................................................................309

9.5.4.11 Working with the formula overview......................................................................................310

9.5.5 Working with libraries...........................................................................................................312

9.5.5.1 How to configure library operations......................................................................................312

9.5.6 Status and validity of recipes...............................................................................................313

9.5.6.1 Status changes and validation ............................................................................................313

9.5.6.2 Validation of recipes.............................................................................................................315

9.5.6.3 Releasing recipes for testing................................................................................................316

9.5.6.4 Releasing recipes for production..........................................................................................317

9.5.6.5 Validating formulas...............................................................................................................317

9.5.6.6 Status of the recipes and status changes............................................................................318

9.5.6.7 Status of the formula and status changes............................................................................319

9.5.6.8 Working with externally created modules for validation.......................................................319

9.5.7 Creating reports...................................................................................................................320

9.5.7.1 Printing recipes....................................................................................................................320

9.5.8 Exporting/importing..............................................................................................................321

9.5.8.1 Exporting/importing batch objects........................................................................................321

9.5.8.2 Exporting using assistants...................................................................................................322

9.5.8.3 Importing with the wizard.....................................................................................................322

9.5.8.4 Tooltips and shortcut menu of the import wizard.................................................................324

9.5.8.5 BatchML ..............................................................................................................................325

9.5.9 Comparing recipe objects....................................................................................................327

9.5.9.1 Window with comparison overview......................................................................................327

9.5.9.2 Basic principles of the display and interpretation.................................................................329

9.5.9.3 Special displays and interpretations.....................................................................................333

9.5.9.4 Formula comparison............................................................................................................346

9.6 Batch Planning.....................................................................................................................347

9.6.1 Flow chart: How to create/edit a batch.................................................................................347

9.6.2 Planning batches..................................................................................................................348

9.6.2.1 How to configure batches.....................................................................................................348

9.6.2.2 Creating a new production order..........................................................................................350

9.6.2.3 Assigning batches to a production order..............................................................................351

9.6.2.4 Displaying the properties of a production order...................................................................353

9.6.2.5 Adding batches to a production order..................................................................................354

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9.6.2.6 Specifying the properties of the batch..................................................................................355

9.6.2.7 Setting the start mode of the batch processing....................................................................357

9.6.2.8 Displaying unit allocation and changing it if necessary........................................................358

9.6.2.9 Displaying formula parameters and modifying them if necessary........................................359

9.6.2.10 Displaying the chaining of a batch.......................................................................................359

9.6.2.11 Scheduling batches; chaining batches.................................................................................359

9.6.2.12 Displaying the run time of a batch........................................................................................362

9.6.2.13 Planning the unit allocation..................................................................................................363

9.6.2.14 Possible limit violations when adjusting the volume.............................................................365

9.6.3 Opening the control recipe for the batch..............................................................................371

9.6.3.1 Opening the control recipe for the batch..............................................................................371

9.6.3.2 Icons in the control recipe view............................................................................................371

9.6.3.3 Overview of the control recipes............................................................................................371

9.6.4 Processing status of the batches.........................................................................................372

9.6.4.1 Status of the batches...........................................................................................................372

9.6.4.2 Releasing batches................................................................................................................374

9.6.4.3 Locking a batch....................................................................................................................374

9.6.4.4 Canceling a batch................................................................................................................375

9.7 Electronic signature..............................................................................................................375

9.7.1 Specifying electronic signatures...........................................................................................375

9.7.2 Signing operator actions......................................................................................................378

9.7.3 Forcing comment entry........................................................................................................379

9.8 Batch control........................................................................................................................380

9.8.1 Requirements for batch processing.....................................................................................380

9.8.2 Flow chart: How is a batch started and controlled?.............................................................381

9.8.3 Basics of batch control.........................................................................................................382

9.8.3.1 Principle of Batch Control.....................................................................................................382

9.8.3.2 Order of batch processing....................................................................................................382

9.8.3.3 Executing a batch.................................................................................................................384

9.8.3.4 Processing the recipe structure............................................................................................387

9.8.3.5 Status changes of equipment phases..................................................................................388

9.8.3.6 Status changes with batches...............................................................................................391

9.8.3.7 Status changes with recipe steps.........................................................................................394

9.8.3.8 Self-terminating and non self-terminating recipe phase.......................................................396

9.8.3.9 Parameter trigger and start lock...........................................................................................398

9.8.3.10 Continuous operation of equipment phases.........................................................................400

9.8.3.11 Extended continuous mode of equipment phases...............................................................404

9.8.4 Starting batch control...........................................................................................................407

9.8.4.1 Working with lists for Batch Control.....................................................................................407

9.8.4.2 Opening the control recipe...................................................................................................409

9.8.4.3 Releasing a batch................................................................................................................411

9.8.4.4 Starting batch processing.....................................................................................................412

9.8.4.5 Locking a batch....................................................................................................................414

9.8.4.6 Canceling a batch................................................................................................................414

9.8.5 Operator control during batch control...................................................................................414

9.8.5.1 Commands for controlling batches.......................................................................................414

9.8.5.2 Operator commands for recipe steps...................................................................................416

9.8.5.3 Manual jump.........................................................................................................................420

9.8.5.4 Time out when transmitting operator commands.................................................................422

9.8.5.5 Entering comments on a running batch...............................................................................422

9.8.5.6 Displaying operator dialogs during runtime..........................................................................423

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9.8.5.7 Operator prompts via group display in WinCC.....................................................................424

9.8.5.8 Setting breakpoints..............................................................................................................425

9.8.5.9 States of a transition............................................................................................................426

9.8.5.10 States of a transition condition.............................................................................................427

9.8.5.11 Overview of batch step statuses..........................................................................................427

9.8.5.12 Idle statuses of batch steps..................................................................................................429

9.8.5.13 Allocation statuses of batch steps........................................................................................432

9.8.5.14 Additional status identifier....................................................................................................434

9.8.5.15 Status display at the order folder.........................................................................................439

9.8.5.16 Aborting a batch when no AS connection is available.........................................................441

9.8.5.17 Operation of batches after restart of CPU, SFC types ........................................................442

9.8.5.18 Operation of batches after restart of CPU, SFC and batch interface blocks........................447

9.8.6 Changes control during batch processing............................................................................449

9.8.6.1 Changing setpoints..............................................................................................................449

9.8.6.2 Changing the unit allocation.................................................................................................451

9.8.6.3 Resuming a batch at the old position after changing a unit.................................................452

9.8.7 Display of operator and status messages............................................................................456

9.8.7.1 Displaying messages...........................................................................................................456

9.8.7.2 Localizing causes of messages in the control recipe...........................................................457

9.8.8 Online structure changes (OSC)..........................................................................................458

9.8.8.1 What does the online structure change offer?.....................................................................458

9.8.8.2 Scope of services and features............................................................................................459

9.8.8.3 Limitations............................................................................................................................460

9.8.8.4 API and SBS behavior.........................................................................................................461

9.8.8.5 Batch behavior ....................................................................................................................461

9.8.8.6 Requirements.......................................................................................................................461

9.8.8.7 Display of recipe elements...................................................................................................462

9.8.8.8 How do I perform an online structure change?....................................................................464

9.8.8.9 Save batch as master recipe................................................................................................466

9.9 Report creation and archiving of batch data........................................................................467

9.9.1 Preparations and settings....................................................................................................467

9.9.1.1 Basic principles ...................................................................................................................467

9.9.1.2 Create SQL Server database...............................................................................................468

9.9.1.3 Setting up an SQL server.....................................................................................................470

9.9.1.4 PH archive server.................................................................................................................471

9.9.2 Object reports.......................................................................................................................477

9.9.2.1 Using and operating reports.................................................................................................477

9.9.2.2 Report creation of batches...................................................................................................480

9.9.3 Displaying archived batches................................................................................................483

9.9.3.1 Viewer for archived batches.................................................................................................483

9.9.3.2 Displaying archived batches from the SQL Server..............................................................487

10 BATCH Recipe Editor...............................................................................................................................489

10.1 Introduction..........................................................................................................................489

10.2 Starting and operating..........................................................................................................490

10.2.1 Starting the BATCH Recipe Editor.......................................................................................490

10.2.2 Requirements for working with the BATCH Recipe Editor...................................................491

10.2.3 User interface and operation................................................................................................492

10.2.3.1 Layout of the main window (Recipe Editor)..........................................................................492

10.2.3.2 Possibilities for adapting the edit window.............................................................................495

10.2.3.3 Project and user settings......................................................................................................496

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10.2.3.4 Creating and manipulating objects.......................................................................................497

10.2.3.5 Selecting objects..................................................................................................................499

10.3 Recipe topology...................................................................................................................500

10.3.1 Flat recipes...........................................................................................................................500

10.3.1.1 Structure of flat recipes........................................................................................................500

10.3.1.2 Use of substructures in the BATCH Recipe Editor...............................................................500

10.3.2 Hierarchical recipes..............................................................................................................502

10.3.2.1 Hierarchical recipes..............................................................................................................502

10.3.2.2 Hierarchical recipes with ROPs............................................................................................502

10.3.2.3 Hierarchical recipes with RPHs............................................................................................503

10.3.2.4 Hierarchical recipes with ROPs and RPHs..........................................................................504

10.3.2.5 Implementation of the hierarchy in the BATCH Recipe Editor.............................................504

10.3.2.6 Synchronization between recipe unit procedures................................................................507

10.3.3 Necessary and possible structure elements of the recipe....................................................510

10.3.3.1 Structure elements of recipes..............................................................................................510

10.3.3.2 Recipe procedure (RP)........................................................................................................511

10.3.3.3 Recipe unit procedure (RUP)...............................................................................................512

10.3.3.4 Recipe operation (ROP).......................................................................................................512

10.3.3.5 Recipe steps in a recipe operation (RPH)............................................................................512

10.3.3.6 Substructure.........................................................................................................................512

10.3.3.7 Library reference..................................................................................................................513

10.3.3.8 Operator instruction..............................................................................................................513

10.3.3.9 Step placeholder..................................................................................................................513

10.3.3.10 Transition placeholder..........................................................................................................514

10.3.3.11 Command step.....................................................................................................................514

10.3.3.12 Parameter step.....................................................................................................................514

10.3.3.13 Simultaneous branch...........................................................................................................514

10.3.3.14 Alternative branch................................................................................................................514

10.3.3.15 Synchronization line.............................................................................................................515

10.3.3.16 Synchronization point...........................................................................................................515

10.3.3.17 Monitoring............................................................................................................................515

10.3.3.18 Transition.............................................................................................................................515

10.3.3.19 Loop.....................................................................................................................................515

10.3.3.20 Jump....................................................................................................................................515

10.4 Creating recipes...................................................................................................................516

10.4.1 Notes on creating recipes ...................................................................................................516

10.4.2 How to edit a flat recipe........................................................................................................520

10.4.3 How to edit a hierarchical recipe..........................................................................................521

10.4.4 Unit allocation.......................................................................................................................523

10.4.4.1 Assignment of the unit with a flat recipe...............................................................................523

10.4.4.2 Assignment of the unit with a hierarchical recipe.................................................................524

10.4.4.3 Specifying units using conditions.........................................................................................525

10.4.4.4 Unit selection via conditions for a flat recipe........................................................................526

10.4.4.5 Unit selection via conditions for a hierarchical recipe..........................................................527

10.4.4.6 Process cell optimization with online assignment of a unit..................................................529

10.4.4.7 Supplemental information about online assignment of a unit for flat recipes.......................532

10.4.5 Inserting and labeling recipe elements.................................................................................532

10.4.5.1 Recipe procedural element (Insert menu)............................................................................532

10.4.5.2 Recipe phase/operation (Insert menu).................................................................................533

10.4.5.3 Library reference (Insert menu)............................................................................................534

10.4.5.4 Operator instruction (Insert menu).......................................................................................534

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10.4.5.5 Command step (Insert menu)..............................................................................................535

10.4.5.6 Example of a command step................................................................................................537

10.4.5.7 Simultaneous branch (Insert menu).....................................................................................539

10.4.5.8 Synchronization (Insert menu).............................................................................................540

10.4.5.9 Monitoring (Insert menu)......................................................................................................541

10.4.5.10 Example of monitoring.........................................................................................................543

10.4.5.11 Transition (Insert menu).......................................................................................................546

10.4.5.12 Alternative branch (Insert menu...........................................................................................546

10.4.5.13 Loop (Insert menu)...............................................................................................................547

10.4.5.14 Jump (Insert menu)..............................................................................................................548

10.4.5.15 Example of a recipe jump.....................................................................................................550

10.4.5.16 Configuring synchronization lines........................................................................................556

10.4.5.17 Working with substructures..................................................................................................558

10.4.5.18 Adding comments to structure elements..............................................................................559

10.4.5.19 Filtering library references....................................................................................................559

10.4.6 Setting recipe properties......................................................................................................560

10.4.6.1 Passing formula parameters in the recipe............................................................................560

10.4.6.2 Parameter interconnections.................................................................................................561

10.4.6.3 Setting the properties of the recipe header parameters.......................................................562

10.4.6.4 Setting the properties of steps.............................................................................................564

10.4.6.5 Specifying recipe limits.........................................................................................................567

10.4.6.6 Setting a recipe phase for "Continuous operation"..............................................................569

10.4.6.7 Setting the control strategy of a recipe phase......................................................................569

10.4.6.8 Allowing online modification of setpoints..............................................................................570

10.4.6.9 Setting the properties for transitions....................................................................................570

10.4.6.10 Configuring expanded status in transitions..........................................................................572

10.4.6.11 Information on the ROP monitoring time..............................................................................574

10.4.6.12 Selecting types of locations for transfer parameters ...........................................................576

10.4.6.13 Specifying the properties of the library objects....................................................................576

10.4.6.14 Overview of the properties of master recipes.......................................................................577

10.4.6.15 Scaling functions..................................................................................................................579

10.4.6.16 Configuring synchronization with SIMATIC IT......................................................................581

10.5 Other functions.....................................................................................................................581

10.5.1 Saving recipes and library objects.......................................................................................581

10.5.2 Validating recipes.................................................................................................................582

10.5.3 Releasing a recipe for testing or production.........................................................................582

10.5.4 Revoking a release..............................................................................................................583

11 BATCH OS controls..................................................................................................................................585

11.1 Introduction..........................................................................................................................585

11.2 Configuration in the Graphics Designer...............................................................................588

11.2.1 Inserting a control in a PCS 7 OS process picture...............................................................588

11.2.2 Concept of communication channels...................................................................................589

11.2.3 Opening a control as a picture window................................................................................589

11.2.4 Editing the BATCH template screen for multi-VGA..............................................................591

11.2.5 Displaying two BATCH process cells in one process picture ..............................................592

11.2.6 Simple batch creation...........................................................................................................596

11.3 Operations in process mode ...............................................................................................597

11.3.1 Control: SIMATIC BATCH OS Master .................................................................................597

11.3.2 Control: SIMATIC BATCH OS Process Cell........................................................................600

11.3.3 Control: SIMATIC BATCH OS Allocation ............................................................................605

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11.3.4 Control: SIMATIC BATCH OS Properties ...........................................................................610

11.3.5 Control: SIMATIC BATCH OS Batch Creation.....................................................................619

11.3.6 Control: SIMATIC BATCH OS Monitor.................................................................................621

11.4 Applications in process mode..............................................................................................624

11.4.1 Display actual quantity.........................................................................................................624

11.4.2 Showing tooltips...................................................................................................................625

11.4.3 Color text boxes...................................................................................................................625

11.4.4 User settings........................................................................................................................626

11.4.5 Making Runtime help available............................................................................................627

11.4.6 Chaining batches ................................................................................................................628

11.4.7 Mode and GAP time settings for chained batches...............................................................631

11.4.8 Display of parameter interconnections.................................................................................632

11.4.9 Searching batches...............................................................................................................633

11.4.10 Display of transfer parameters.............................................................................................634

11.4.11 Assigning materials..............................................................................................................634

11.4.12 Instruction in the operator dialog..........................................................................................635

11.4.13 Visualization and operator control of transition conditions...................................................636

11.4.14 Positioning BATCH OS controls...........................................................................................637

11.4.15 Filtering in BATCH OS controls............................................................................................637

11.4.16 Visualization and operation of control recipes .....................................................................638

11.5 Control properties references...............................................................................................641

11.5.1 SIMATIC BATCH OS master...............................................................................................641

11.5.1.1 CommunicationChannel.......................................................................................................641

11.5.1.2 DisplayMode........................................................................................................................642

11.5.1.3 ProjectName........................................................................................................................642

11.5.1.4 DBIdent................................................................................................................................642

11.5.1.5 ProjectListColumnWidth.......................................................................................................643

11.5.1.6 ProjectListColumnOrderAndVisibility...................................................................................643

11.5.1.7 ProjectListColumnResizeEnabled........................................................................................643

11.5.1.8 ProjectListColumnFilterVisible.............................................................................................643

11.5.1.9 ToolbarOrderAndVisibility....................................................................................................644

11.5.1.10 ToolbarVisible......................................................................................................................644

11.5.1.11 ContextMenuEnabled...........................................................................................................645

11.5.1.12 PropertiesTabOrderAndVisibility..........................................................................................645

11.5.1.13 TooltipsEnabled...................................................................................................................646

11.5.1.14 UserRightsPriority................................................................................................................646

11.5.1.15 AutoConnect........................................................................................................................646

11.5.2 SIMATIC BATCH OS Allocation...........................................................................................647

11.5.2.1 CommunicationChannel.......................................................................................................647

11.5.2.2 FilterUnitName.....................................................................................................................647

11.5.2.3 ColumnWidth........................................................................................................................647

11.5.2.4 ColumnOrderAndVisibility....................................................................................................648

11.5.2.5 ColumnResizeEnabled.........................................................................................................648

11.5.2.6 ColumnFilterVisible..............................................................................................................648

11.5.2.7 ToolbarOrderAndVisibility....................................................................................................649

11.5.2.8 ToolbarVisible......................................................................................................................650

11.5.3 SIMATIC BATCH OS Properties..........................................................................................650

11.5.3.1 CommunicationChannel.......................................................................................................650

11.5.3.2 OrderCategoryName............................................................................................................650

11.5.3.3 OrderName..........................................................................................................................650

11.5.3.4 BatchName..........................................................................................................................651

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11.5.3.5 BatchID................................................................................................................................651

11.5.3.6 TreeVisible...........................................................................................................................651

11.5.3.7 ToolbarOrderAndVisibility....................................................................................................651

11.5.3.8 ToolbarVisible......................................................................................................................653

11.5.3.9 ParametersListColumnOrderAndVisibility............................................................................653

11.5.3.10 ParametersListColumnWidth...............................................................................................654

11.5.3.11 ParametersListColumnResizeEnabled................................................................................655

11.5.3.12 ParametersListColumnFilterVisible......................................................................................655

11.5.3.13 AllocationsListColumnWidth.................................................................................................656

11.5.3.14 AllocationsListColumnOrderAndVisibility.............................................................................656

11.5.3.15 AllocationsListColumnResizeEnabled..................................................................................656

11.5.3.16 AllocationsListColumnFilterVisible.......................................................................................657

11.5.4 SIMATIC BATCH OS Batch Creation..................................................................................657

11.5.4.1 CommunicationChannel.......................................................................................................657

11.5.4.2 OrderCategoryName............................................................................................................657

11.5.4.3 OrderName..........................................................................................................................657

11.5.4.4 FilterRecipeEnabled.............................................................................................................657

11.5.4.5 FilterFormulaEnabled...........................................................................................................658

11.5.4.6 FilterUnitName.....................................................................................................................658

11.5.4.7 FilterClassName...................................................................................................................658

11.5.4.8 FilterGroupName..................................................................................................................658

11.5.4.9 FilterProductName...............................................................................................................658

11.5.4.10 FilterFormulaCategoryName................................................................................................659

11.5.4.11 FilterRecipeName................................................................................................................659

11.5.4.12 FilterFormulaName..............................................................................................................659

11.5.4.13 RecipeName........................................................................................................................659

11.5.4.14 FormulaName......................................................................................................................659

11.5.4.15 RecipeID..............................................................................................................................659

11.5.4.16 FormulaID............................................................................................................................660

11.5.4.17 BrowseRecipeOrFormulaVisible..........................................................................................660

11.5.4.18 RecipeOrFormulaEnabled....................................................................................................660

11.5.4.19 BrowseOrderAndOrderCatVisible........................................................................................660

11.5.4.20 OrderAndOrderCatEnabled..................................................................................................660

11.5.4.21 BatchSizeEnabled................................................................................................................661

11.5.4.22 BatchSize.............................................................................................................................661

11.5.4.23 BatchCountEnabled.............................................................................................................661

11.5.4.24 BatchCount..........................................................................................................................661

11.5.4.25 StartTimeVisible...................................................................................................................661

11.5.4.26 StartModeVisible..................................................................................................................662

11.5.4.27 StartMode.............................................................................................................................662

11.5.4.28 AutoReleaseBatchVisible.....................................................................................................662

11.5.4.29 AutoReleaseBatch...............................................................................................................662

11.5.4.30 BatchNamePattern...............................................................................................................662

11.5.4.31 BatchNamePatternVisible....................................................................................................663

11.5.4.32 BatchDescription..................................................................................................................663

11.5.4.33 BatchDescriptionVisible.......................................................................................................663

11.5.4.34 StartTrigger..........................................................................................................................663

11.5.4.35 ToolbarOrderAndVisibility....................................................................................................663

11.5.4.36 ToolbarVisible......................................................................................................................664

11.5.4.37 RecipeOrFormulaListColumnWidth......................................................................................664

11.5.4.38 RecipeOrFormulaListColumnOrderAndVisibility..................................................................665

11.5.4.39 RecipeOrFormulaListColumnResizeEnabled.......................................................................665

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11.5.4.40 RecipeOrFormulaListColumnFilterVisible............................................................................665

11.5.5 SIMATIC BATCH OS Monitor..............................................................................................665

11.5.5.1 CommunicationChannel.......................................................................................................665

11.5.5.2 ColumnWidth........................................................................................................................666

11.5.5.3 ColumnOrderAndVisibility....................................................................................................666

11.5.5.4 ColumnResizeEnabled.........................................................................................................666

11.5.5.5 ColumnFilterVisible..............................................................................................................666

11.5.5.6 ToolbarOrderAndVisibility....................................................................................................667

11.5.5.7 ToolbarVisible......................................................................................................................667

11.5.6 SIMATIC BATCH OS Process Cell......................................................................................667

11.5.6.1 CommunicationChannel.......................................................................................................667

11.5.6.2 FilterOrderCategoryName....................................................................................................668

11.5.6.3 FilterOrderName..................................................................................................................668

11.5.6.4 TabOrderAndVisibility..........................................................................................................668

11.5.6.5 TreeVisible...........................................................................................................................669

11.5.6.6 ColumnWidth........................................................................................................................669

11.5.6.7 ColumnOrderAndVisibility....................................................................................................670

11.5.6.8 ColumnResizeEnabled.........................................................................................................671

11.5.6.9 ColumnFilterVisible..............................................................................................................671

11.5.6.10 ToolbarOrderAndVisibility....................................................................................................671

11.5.6.11 ToolbarVisible......................................................................................................................672

12 Recommended procedure........................................................................................................................673

12.1 How do I restore a SIMATIC BATCH server to its original state?........................................673

12.2 What should I know about the BATCH project database?...................................................674

12.3 How does SIMATIC BATCH stop automatically on specific events?...................................674

12.4 What effects do changes to SFC types have on SIMATIC BATCH?...................................676

12.5 How are IEPH/IEOP blocks connected to the user blocks?.................................................681

12.6 How are transfer parameters configured and used?............................................................686

12.7 How do I use S7-PLCSIM with SIMATIC BATCH for AS-based operation?........................687

12.8 How do I configure and use dynamic unit parameters?.......................................................689

12.8.1 How do I configure parameter steps?..................................................................................689

12.8.2 How do I configure parameter groups?................................................................................695

12.8.3 How do I configure conditions for the unit allocation?..........................................................708

13 Appendix...................................................................................................................................................713

13.1 Batch standard definitions ...................................................................................................713

13.2 Abbreviations.......................................................................................................................714

13.3 Keyboard commands...........................................................................................................716

13.3.1 Key combinations for menu commands...............................................................................716

13.3.2 Key commands for menu commands...................................................................................716

13.3.3 Moving the mouse pointer when editing texts......................................................................718

13.3.4 Moving the mouse pointer in the menu bar/shortcut menu..................................................718

13.3.5 Moving the mouse pointer in dialog boxes...........................................................................719

13.3.6 Selecting texts with key commands.....................................................................................719

13.3.7 Accessing help with key commands....................................................................................720

13.3.8 International/German key names.........................................................................................720

13.3.9 Numeric pad international/German......................................................................................720

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13.4 Command line parameters for BatchCC..............................................................................721

14 Context help references...........................................................................................................................723

14.1 Dialogs.................................................................................................................................723

14.1.1 BCC and RE dialog box user settings..................................................................................723

14.1.1.1 "Format" tab.........................................................................................................................723

14.1.1.2 "Dimensions" tab..................................................................................................................724

14.1.1.3 "Zoom" tab...........................................................................................................................725

14.1.1.4 "Font" tab ............................................................................................................................725

14.1.1.5 "Language" tab.....................................................................................................................726

14.1.2 BCC and RE dialog box project settings..............................................................................726

14.1.2.1 Display ................................................................................................................................726

14.1.2.2 General................................................................................................................................728

14.1.2.3 Warning/Error.......................................................................................................................732

14.1.2.4 Color settings.......................................................................................................................734

14.1.2.5 Versioning............................................................................................................................735

14.1.2.6 Used Plug-in Modules .........................................................................................................736

14.1.2.7 Installed plug-in modules dialog box....................................................................................738

14.1.2.8 Electronic signatures............................................................................................................739

14.1.2.9 Batches > Settings...............................................................................................................741

14.1.2.10 Batches > Predefined batch name.......................................................................................743

14.1.2.11 Batches > Archiving > Archiving method.............................................................................745

14.1.2.12 Batches > Archiving > Creating reports...............................................................................750

14.1.2.13 Batches > Archiving > Process data archive........................................................................751

14.1.2.14 Backup > Settings................................................................................................................752

14.1.2.15 Backup > Automatic backup.................................................................................................753

14.1.2.16 Report creation.....................................................................................................................754

14.1.3 BCC Properties dialog box shared tab.................................................................................756

14.1.3.1 "Allocation" tab.....................................................................................................................756

14.1.3.2 "Input material" tab (Procedure/Step/Formula/Batch properties).........................................758

14.1.3.3 "Dependencies" tab..............................................................................................................762

14.1.3.4 "ESIG" tab............................................................................................................................762

14.1.3.5 "Recipe" dialog box..............................................................................................................763

14.1.3.6 "Change Log" tab (Library/Recipe/Formula/Batch/Material properties)...............................764

14.1.3.7 "Condition" tab (Recipe procedure/Batch properties)..........................................................765

14.1.3.8 "Allocations" tab (Recipe procedure/Batch properties)........................................................770

14.1.3.9 "Process tags" tab (RP, RUP, ROP properties)...................................................................772

14.1.3.10 "Parameters" tab (Procedure/Step/Formula/Batch properties)............................................772

14.1.3.11 "Output material" tab (Procedure/Step/Formula/Batch properties)......................................777

14.1.3.12 "Transfer parameter" tab......................................................................................................781

14.1.4 BCC Library Properties dialog box.......................................................................................783

14.1.4.1 "General" tab (Library operation properties)........................................................................783

14.1.4.2 "Allocations" tab (Library operation properties)....................................................................783

14.1.5 BCC Recipe Properties dialog box.......................................................................................784

14.1.5.1 "General" tab (Recipe procedure properties).......................................................................784

14.1.5.2 Parameter selection.............................................................................................................786

14.1.5.3 "Product" tab (Recipe procedure properties).......................................................................787

14.1.6 BCC Formula Properties dialog box.....................................................................................789

14.1.6.1 "General" tab (Formula property).........................................................................................789

14.1.6.2 "Product" tab (formula property)...........................................................................................789

14.1.7 BCC Order (Batch) Properties dialog box............................................................................790

14.1.7.1 "Add batch" dialog box (creating batches)...........................................................................790

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14.1.7.2 "Comments" tab...................................................................................................................792

14.1.7.3 "General" tab (Properties of a batch)...................................................................................793

14.1.7.4 "Chaining" tab (Create order)...............................................................................................794

14.1.7.5 Select batch.........................................................................................................................796

14.1.8 BCC Material Properties dialog box.....................................................................................796

14.1.8.1 "Qualities" tab (Materials).....................................................................................................796

14.1.8.2 "General" (Materials) tab......................................................................................................796

14.1.8.3 "Change log" tab..................................................................................................................797

14.1.9 BCC tab................................................................................................................................797

14.1.9.1 "Select formula or master recipe" dialog box (creating an order).........................................797

14.1.9.2 "Change of candidates" dialog box......................................................................................798

14.1.9.3 "Backup/Restore" dialog......................................................................................................799

14.1.9.4 "Assignment" tab in the "Updating the process cell" dialog.................................................800

14.1.9.5 "Preview" tab in the "Updating the process cell" dialog.......................................................804

14.1.9.6 "Create batches" dialog box.................................................................................................805

14.1.9.7 "Copy formula" dialog...........................................................................................................806

14.1.9.8 "Add comment" dialog box...................................................................................................806

14.1.9.9 "Comment on messages" dialog box...................................................................................806

14.1.9.10 "Import objects from file" dialog............................................................................................807

14.1.9.11 "Quality" dialog (Materials)...................................................................................................807

14.1.9.12 "General" tab (Order category property)..............................................................................807

14.1.9.13 "General" tab (Plug-in details)..............................................................................................808

14.1.9.14 "General" tab (New order category).....................................................................................808

14.1.9.15 "General" tab (Properties of an order)..................................................................................808

14.1.9.16 "General" tab (Create order)................................................................................................809

14.1.9.17 "General" tab (RPH unit class properties)............................................................................809

14.1.9.18 "General" tab (Command step properties)...........................................................................810

14.1.9.19 "General" tab (Library operation unit class properties)........................................................811

14.1.9.20 "Batches" tab (Properties of an order).................................................................................812

14.1.9.21 "Batches" tab (Create order)................................................................................................813

14.1.9.22 Tab "Batch messages" (settings).........................................................................................814

14.1.9.23 Tab "Batch messages" (settings).........................................................................................815

14.1.9.24 "Rename ..." tab...................................................................................................................815

14.1.9.25 "Candidates" tab..................................................................................................................815

14.1.9.26 "Computers and units" tab...................................................................................................816

14.1.9.27 "Advanced" tab (plug-in details)...........................................................................................816

14.1.10 RE tab..................................................................................................................................817

14.1.10.1 "Synchronization" tab...........................................................................................................817

14.1.10.2 "Select the material" dialog box...........................................................................................817

14.1.10.3 "Synchronization line" dialog box.........................................................................................818

14.1.10.4 "General" tab (RPH unit class properties)............................................................................818

14.1.10.5 "General" tab (RPH unit names properties).........................................................................820

14.1.10.6 "General" tab (ROP properties)............................................................................................821

14.1.10.7 "General" tab (ROP sequence properties)...........................................................................822

14.1.10.8 "General" tab (transition properties).....................................................................................823

14.1.10.9 "General" tab (jump properties)............................................................................................823

14.1.10.10 "General" tab (Command step properties)...........................................................................824

14.1.10.11 "General" tab (RUP properties)............................................................................................825

14.1.10.12 "General" tab........................................................................................................................826

14.1.10.13 "Instruction" tab (operator instruction properties).................................................................827

14.1.10.14 "Condition" tab (transition properties)..................................................................................829

14.1.10.15 "Allocation list" tab (library reference properties).................................................................833

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14.1.10.16 "Description" tab (ROP, RPH properties).............................................................................833

14.1.10.17 "Subcondition" tab................................................................................................................833

14.1.11 Dialog boxes........................................................................................................................833

14.1.11.1 "Validate" dialog box............................................................................................................833

14.1.11.2 "No candidates available" dialog box...................................................................................834

14.1.11.3 "Change log" dialog..............................................................................................................835

14.1.11.4 "Select project" dialog..........................................................................................................836

14.1.11.5 "Create new formula category" dialog box...........................................................................836

14.1.11.6 "Information" dialog box.......................................................................................................836

14.1.11.7 ""Folder" dialog box (Properties)..........................................................................................837

14.1.11.8 "View permissions of the logged in user" tab.......................................................................838

14.1.11.9 "Permissions management" dialog......................................................................................838

14.1.11.10 "Configure roles" dialog box.................................................................................................841

14.1.11.11 Dialog box "SIMATIC BATCH: Sign"....................................................................................841

14.1.11.12 "Select unit" dialog box........................................................................................................843

14.1.11.13 Create SQL Server database dialog box.............................................................................844

14.1.11.14 "Export" dialog box...............................................................................................................844

14.1.11.15 Select PCell, Recipe, Library dialog.....................................................................................845

14.1.11.16 "Save as..." dialog................................................................................................................845

14.1.11.17 "Select standard role" dialog................................................................................................846

14.1.11.18 "Manage logons" dialog.......................................................................................................846

14.1.11.19 "Location" dialog..................................................................................................................846

14.1.11.20 "Find" dialog.........................................................................................................................847

14.1.11.21 Batch process cell (process cell object)...............................................................................850

14.1.11.22 Batch objects (Insert menu).................................................................................................850

14.1.11.23 BATCH application...............................................................................................................851

14.1.11.24 BATCH application (stdby)...................................................................................................851

14.1.11.25 BATCH application client.....................................................................................................852

14.1.11.26 SIMATIC BATCH.................................................................................................................852

14.1.11.27 Batch types in a library or within a project............................................................................853

14.1.11.28 WinCC archive variable........................................................................................................854

14.1.11.29 "Display" additional function.................................................................................................854

14.1.11.30 Control strategies of ............................................................................................................854

14.1.11.31 WinCC archive variable........................................................................................................855

14.1.11.32 "Display" additional function.................................................................................................855

14.1.11.33 Computer settings (shortcut menu BATCH start coordinator)..............................................855

14.1.11.34 User credentials...................................................................................................................856

14.1.12 SIMATIC BATCH configuration dialog ................................................................................857

14.1.12.1 "S7 program" selection.........................................................................................................857

14.1.12.2 "CPU" selection....................................................................................................................858

14.1.12.3 "S7 program" selection.........................................................................................................860

14.1.12.4 "Connections" selection.......................................................................................................862

14.1.12.5 "Stations" selection..............................................................................................................863

14.1.12.6 "Station" selection................................................................................................................865

14.1.12.7 "Multiproject/Project" selection.............................................................................................866

14.1.12.8 "Batch process cell" selection..............................................................................................867

14.1.12.9 "Batch types" selection in a multiproject..............................................................................869

14.1.12.10 Selection of "BATCH types in the project of a multiproject".................................................871

14.1.12.11 "Data types" selection..........................................................................................................872

14.1.12.12 "Data type" selection............................................................................................................874

14.1.12.13 "Data type parameters" selection.........................................................................................875

14.1.12.14 "Units of measure" selection................................................................................................877

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14.1.12.15 "Unit of measure" selection..................................................................................................878

14.1.12.16 "Operation types" selection..................................................................................................879

14.1.12.17 "Operation type" selection....................................................................................................881

14.1.12.18 "Operation type parameters" selection.................................................................................882

14.1.12.19 "Phase types" selection........................................................................................................884

14.1.12.20 "Phase type_EPH" selection................................................................................................886

14.1.12.21 "Phase type_AF" selection...................................................................................................888

14.1.12.22 "Phase type parameters_EPH" selection.............................................................................890

14.1.12.23 "Phase type parameters_AF" selection................................................................................892

14.1.12.24 "Process tag types" selection...............................................................................................894

14.1.12.25 "Process tag type" selection for the TAG_COLL block........................................................896

14.1.12.26 "Process tag type" selection for the TRANS block...............................................................897

14.1.12.27 "Process tag type parameters" selection for the TAG_COLL block.....................................898

14.1.12.28 "Process tag type parameter" selection for the TRANS block.............................................900

14.1.12.29 "Process tag instance parameters" selection.......................................................................902

14.1.12.30 "Process cell" selection (V4.02)...........................................................................................904

14.1.12.31 "Process tag" selection........................................................................................................906

14.1.12.32 "Process tag parameters" selection.....................................................................................907

14.1.12.33 "Equipment properties" selection.........................................................................................909

14.1.12.34 "Equipment properties parameters (type)" selection............................................................910

14.1.12.35 "Equipment property parameters (instance)" selection........................................................912

14.1.12.36 Selection "unit".....................................................................................................................913

14.1.12.37 "Equipment module (EMOD)" selection...............................................................................915

14.1.12.38 "Neutral folder" selection......................................................................................................916

14.1.12.39 "EPH" selection....................................................................................................................918

14.1.12.40 "EPH parameters" selection.................................................................................................919

14.1.12.41 "EOP" selection....................................................................................................................921

14.1.12.42 "EOP parameters" selection.................................................................................................923

14.1.12.43 "Batch types in project removed for editing" selection, master characteristic......................925

14.1.12.44 "Batch types in project removed for editing" selection, slave characteristic.........................926

14.1.12.45 Convergence of "Batch instances" selection........................................................................928

14.1.12.46 Translate "Batch instances" selection..................................................................................929

14.1.12.47 Selection of "batch types in the multiproject" ......................................................................930

14.1.12.48 Selection of "BATCH types in the project of a multiproject".................................................932

14.1.12.49 Selection of "BATCH types in the project"...........................................................................933

14.1.12.50 "AF" selection.......................................................................................................................935

14.1.12.51 "AF parameter" selection.....................................................................................................936

14.1.12.52 Download Batch process cell ..............................................................................................938

14.1.12.53 Generate types.....................................................................................................................939

14.1.12.54 Propagate types...................................................................................................................941

14.1.12.55 Merge/compile......................................................................................................................942

14.1.12.56 Check/convert ES data........................................................................................................943

14.1.12.57 "Distribution" tab...................................................................................................................944

14.1.12.58 "OS objects" tab...................................................................................................................945

14.1.12.59 "Project languages" tab........................................................................................................946

14.1.12.60 "System characteristics" tab.................................................................................................946

14.1.12.61 "Process cells" tab...............................................................................................................947

14.1.12.62 "Chart folder" tab..................................................................................................................949

14.1.12.63 "Connections" tab.................................................................................................................951

14.1.12.64 "External process cells" selection........................................................................................953

14.1.12.65 "Process cell" selection........................................................................................................954

14.1.12.66 Control strategies of.............................................................................................................955

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14.1.12.67 Parameter groups of the batch process cell.........................................................................956

14.1.12.68 "Batch types" selection.........................................................................................................956

14.1.12.69 "Batch instances" selection..................................................................................................957

14.1.13 SIMATIC BATCH configuration dialog (Pcell Control Center)..............................................959

14.1.13.1 "Batch types" selection, PCC...............................................................................................959

14.1.13.2 "Data types (General)" selection, PCC................................................................................962

14.1.13.3 "Data type" selection, PCC..................................................................................................965

14.1.13.4 "Data type parameter" selection, PCC.................................................................................968

14.1.13.5 "Units (General)" selection, PCC.........................................................................................971

14.1.13.6 "Unit" selection, PCC...........................................................................................................973

14.1.13.7 "Operation types (General)" selection, PCC........................................................................976

14.1.13.8 "Operation type" selection, PCC..........................................................................................979

14.1.13.9 "Operation type parameter" selection, PCC.........................................................................982

14.1.13.10 "Process types (General)" selection, PCC...........................................................................985

14.1.13.11 "Function type" selection, PCC............................................................................................988

14.1.13.12 "Function type parameter" selection, PCC...........................................................................991

14.1.13.13 "Process tag types (General)" selection, PCC.....................................................................994

14.1.13.14 "Process tag type" selection, PCC.......................................................................................997

14.1.13.15 "Process tag type parameter" selection, PCC....................................................................1000

14.1.13.16 "Equipment properties (General)" selection, PCC.............................................................1003

14.1.13.17 "Equipment property" selection, PCC................................................................................1005

14.1.13.18 "Batch instances" selection, PCC......................................................................................1008

14.1.13.19 "Process cell" selection, PCC............................................................................................1011

14.1.13.20 "Unit class" selection, PCC................................................................................................1014

14.1.13.21 "Equipment property" (instance) selection, PCC...............................................................1017

14.1.13.22 "Equipment module (EMOD)" selection, PCC....................................................................1020

14.1.13.23 "Neutral folder" selection, PCC..........................................................................................1023

14.1.13.24 "EPH" selection, PCC........................................................................................................1026

14.1.13.25 "EPH parameters" selection, PCC.....................................................................................1028

14.1.13.26 "EOP" selection, PCC........................................................................................................1031

14.1.13.27 "EOP parameters" selection, PCC.....................................................................................1034

14.1.13.28 "Process tag" selection, PCC.............................................................................................1037

14.1.13.29 "Process tag parameter" selection, PCC...........................................................................1040

14.1.14 Dialogs from within the SIMATIC Manager........................................................................1043

14.1.14.1 "General" object properties tab of the batch process cell..................................................1043

14.1.14.2 "General" object properties tab of the BATCH applications...............................................1044

14.1.14.3 "Merge / Compile" tab........................................................................................................1044

14.1.14.4 "Download" tab ..................................................................................................................1046

14.2 BCC menu commands.......................................................................................................1048

14.2.1 Program menu...................................................................................................................1048

14.2.1.1 New process cell (Program menu).....................................................................................1048

14.2.1.2 Updating of the process cell ..............................................................................................1048

14.2.1.3 Print (Program menu).........................................................................................................1048

14.2.1.4 Print preview......................................................................................................................1048

14.2.1.5 Print setup..........................................................................................................................1049

14.2.2 Edit menu...........................................................................................................................1049

14.2.2.1 Validate master recipe (Edit menu)....................................................................................1049

14.2.2.2 Validate library operation (Edit menu)................................................................................1049

14.2.2.3 Validate formula (Edit menu)..............................................................................................1050

14.2.2.4 Validate batch (Edit menu).................................................................................................1050

14.2.2.5 Rename (Edit menu)..........................................................................................................1050

14.2.2.6 Create new formula category (Edit menu).........................................................................1051

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14.2.2.7 Create new formula (Edit menu)........................................................................................1051

14.2.2.8 Create new order category (Edit menu).............................................................................1051

14.2.2.9 New order (Edit menu).......................................................................................................1051

14.2.2.10 New (Edit menu)................................................................................................................1051

14.2.2.11 Create new batch (Edit menu)...........................................................................................1051

14.2.2.12 Create new library structure (Edit menu)...........................................................................1052

14.2.2.13 Create new library operation (Edit menu)..........................................................................1052

14.2.2.14 Create new quality (Edit menu)..........................................................................................1052

14.2.2.15 Create new material (Edit menu).......................................................................................1052

14.2.2.16 Create new flat master recipe (Edit menu).........................................................................1052

14.2.2.17 Create new hierarchical master recipe (Edit menu)...........................................................1052

14.2.2.18 Open library operation (Edit menu)....................................................................................1052

14.2.2.19 Open list of process cell (Edit menu).................................................................................1053

14.2.2.20 Open list of orders (Edit menu)..........................................................................................1053

14.2.2.21 Open list of library operations (Edit menu).........................................................................1053

14.2.2.22 Open list of batches (Edit menu)........................................................................................1053

14.2.2.23 Open list of formula categories (Edit menu).......................................................................1053

14.2.2.24 Open the list of formulas (Edit menu).................................................................................1053

14.2.2.25 Open list of master recipes (Edit menu).............................................................................1053

14.2.2.26 Open list of recipe categories (Edit menu).........................................................................1053

14.2.2.27 Open list of materials (Edit menu)......................................................................................1053

14.2.2.28 Open master recipe (Edit menu)........................................................................................1053

14.2.2.29 Print....................................................................................................................................1054

14.2.2.30 Print preview .....................................................................................................................1054

14.2.2.31 Properties of an order category (Edit menu)......................................................................1054

14.2.2.32 Properties of a library operation (Edit menu).....................................................................1054

14.2.2.33 Properties of a formula category (Edit menu)....................................................................1054

14.2.2.34 Properties of a formula (Edit menu)...................................................................................1054

14.2.2.35 Quality properties (Edit menu)...........................................................................................1055

14.2.2.36 Properties of an order (Edit menu).....................................................................................1055

14.2.2.37 Display properties of master recipe (Edit menu)................................................................1055

14.2.2.38 Folder properties (Edit menu)............................................................................................1055

14.2.2.39 Material properties (Edit menu)..........................................................................................1055

14.2.2.40 Batch properties (Edit menu).............................................................................................1055

14.2.2.41 Release library operation for testing (Edit menu)...............................................................1055

14.2.2.42 Release library operation for production (Edit menu).........................................................1056

14.2.2.43 Revoke release of formula (Edit menu)..............................................................................1056

14.2.2.44 Release formula (Edit menu).............................................................................................1057

14.2.2.45 Release master recipe for testing (Edit menu)...................................................................1057

14.2.2.46 Release master recipe for production (Edit menu).............................................................1058

14.2.2.47 Release for testing (Edit menu)..........................................................................................1059

14.2.2.48 Revoke release of library operation (Edit menu)................................................................1059

14.2.2.49 Revoke release of master recipe (Edit menu)....................................................................1059

14.2.2.50 Release for production (Edit menu)...................................................................................1060

14.2.2.51 Copy formula (Edit menu)..................................................................................................1060

14.2.2.52 Unlock (Edit menu).............................................................................................................1060

14.2.2.53 Delete order category (Edit menu).....................................................................................1061

14.2.2.54 Delete library operation (Edit menu)..................................................................................1061

14.2.2.55 Delete batch (Edit menu)...................................................................................................1061

14.2.2.56 Delete formula category (Edit menu).................................................................................1061

14.2.2.57 Delete formula (Edit menu)................................................................................................1062

14.2.2.58 Delete quality (Edit menu)..................................................................................................1062

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14.2.2.59 Delete order (Edit menu)....................................................................................................1062

14.2.2.60 Delete master recipe (Edit menu)......................................................................................1062

14.2.2.61 Delete object (Edit menu)...................................................................................................1063

14.2.2.62 Delete material (Edit menu)...............................................................................................1063

14.2.2.63 Deleting shortcuts .............................................................................................................1063

14.2.2.64 Delete all shortcuts ............................................................................................................1063

14.2.2.65 Displaying list of order categories (Edit menu)...................................................................1063

14.2.2.66 Display list of materials (Edit menu)...................................................................................1063

14.2.2.67 Archive batches (Edit menu)..............................................................................................1063

14.2.2.68 Archive batch (Edit menu)..................................................................................................1064

14.2.2.69 Export library......................................................................................................................1064

14.2.2.70 Export master recipe..........................................................................................................1064

14.2.2.71 Find (Edit menu).................................................................................................................1064

14.2.2.72 Export formula category.....................................................................................................1064

14.2.2.73 Export (Options menu).......................................................................................................1064

14.2.2.74 Create folder (Edit menu)...................................................................................................1064

14.2.2.75 Compare (Edit menu).........................................................................................................1064

14.2.2.76 Compare with (Edit menu).................................................................................................1065

14.2.2.77 Update element (Edit menu)..............................................................................................1065

14.2.2.78 Insert new object (Edit menu)............................................................................................1065

14.2.3 Control menu......................................................................................................................1065

14.2.3.1 Abort (Control menu)..........................................................................................................1065

14.2.3.2 Abort (emergency) (Control menu)....................................................................................1067

14.2.3.3 Close (Control menu).........................................................................................................1067

14.2.3.4 Comment on batch (control menu).....................................................................................1068

14.2.3.5 Comment on batch element (Control menu)......................................................................1068

14.2.3.6 Resume (Control menu).....................................................................................................1068

14.2.3.7 Release (Control menu).....................................................................................................1068

14.2.3.8 Pause after step (Control menu)........................................................................................1068

14.2.3.9 Hold immediately (Control menu).......................................................................................1068

14.2.3.10 Unlock (Control menu).......................................................................................................1068

14.2.3.11 Lock (Control menu)...........................................................................................................1068

14.2.3.12 Start (Control menu)...........................................................................................................1069

14.2.3.13 Stop (Control menu)...........................................................................................................1069

14.2.3.14 Cancel (Control menu).......................................................................................................1070

14.2.3.15 Open control recipe (Control menu)...................................................................................1070

14.2.3.16 Save as recipe (Control menu)..........................................................................................1070

14.2.3.17 Start (Control menu > Structure change)...........................................................................1071

14.2.3.18 Accept changes (Control menu > Structure change).........................................................1071

14.2.3.19 Reject changes (Control menu > Structure change)..........................................................1072

14.2.4 Planning menu...................................................................................................................1072

14.2.4.1 Order category list (Planning menu)..................................................................................1072

14.2.4.2 Batch result list (Planning menu).......................................................................................1072

14.2.4.3 Batch planning list (Planning menu)...................................................................................1073

14.2.4.4 Batch status list (Planning menu).......................................................................................1073

14.2.4.5 Set order of batches (Planning menu)...............................................................................1074

14.2.4.6 Production order list (Planning menu)................................................................................1075

14.2.4.7 Unit allocation (Planning menu).........................................................................................1075

14.2.5 Options menu.....................................................................................................................1075

14.2.5.1 Log off (Options menu)......................................................................................................1075

14.2.5.2 Permission management (Options menu)..........................................................................1075

14.2.5.3 Roles management (Options menu)..................................................................................1075

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14.2.5.4 Backup (Options menu).....................................................................................................1076

14.2.5.5 Restore (Options menu).....................................................................................................1076

14.2.5.6 Export (Options menu).......................................................................................................1078

14.2.5.7 Import (Options menu).......................................................................................................1078

14.2.5.8 Logbook (Options menu)....................................................................................................1078

14.2.5.9 Active applications (Options menu)....................................................................................1079

14.2.5.10 Compress data (Options menu).........................................................................................1079

14.2.5.11 Start Recipe Editor (Options menu)...................................................................................1079

14.2.5.12 Start viewer for archived batches (Options menu).............................................................1079

14.2.5.13 Always on top (Options menu)...........................................................................................1079

14.2.5.14 Migration > Finalize (Options menu)..................................................................................1079

14.2.5.15 Migration > Prepare (Options menu)..................................................................................1079

14.2.6 View menu.........................................................................................................................1080

14.2.6.1 Toolbar (View menu)..........................................................................................................1080

14.2.6.2 Control bar (View menu)....................................................................................................1080

14.2.6.3 Shortcuts (View menu).......................................................................................................1081

14.2.6.4 Full view Control recipe (View menu).................................................................................1081

14.2.6.5 Output (View menu)...........................................................................................................1081

14.2.6.6 Extended batch information (View menu)..........................................................................1081

14.2.6.7 Project: (View menu)..........................................................................................................1082

14.2.6.8 Update tree view (View menu)...........................................................................................1082

14.2.7 Options > Import... menu....................................................................................................1082

14.2.7.1 Import - Select Objects.......................................................................................................1082

14.2.7.2 Import - Assign Objects......................................................................................................1083

14.2.7.3 Import - Process cell Update..............................................................................................1085

14.2.7.4 Import - Assign Parameters...............................................................................................1086

14.2.7.5 Import - overview................................................................................................................1088

14.2.8 Control bar.........................................................................................................................1089

14.2.8.1 Zoom in .............................................................................................................................1089

14.2.8.2 Zoom out ...........................................................................................................................1089

14.2.8.3 Resetting the zoom factor..................................................................................................1089

14.2.8.4 Optimal zoom factor...........................................................................................................1090

14.2.8.5 Close substructure ............................................................................................................1090

14.2.9 Window menu....................................................................................................................1090

14.2.9.1 Update (Window menu).....................................................................................................1090

14.2.10 Functionality of the viewer for archived batches................................................................1090

14.2.10.1 Open and display archive file (mainly XML).......................................................................1090

14.2.10.2 Open and display archive from PH....................................................................................1090

14.2.10.3 Dialog "Find batches".........................................................................................................1091

14.2.10.4 Toolbar (View menu)..........................................................................................................1092

14.2.10.5 Control recipe in the viewer for archived batches..............................................................1092

14.3 RE menu commands..........................................................................................................1092

14.3.1 Recipe menu......................................................................................................................1092

14.3.1.1 New > Hierarchical recipe (Recipe menu)..........................................................................1092

14.3.1.2 New > Flat recipe (Recipe menu).......................................................................................1093

14.3.1.3 New > Library element: Recipe operation (Recipe menu).................................................1093

14.3.1.4 New > Library element: Substructure (Recipe menu)........................................................1093

14.3.1.5 Open... (Recipe menu).......................................................................................................1093

14.3.1.6 Open library object... (Recipe menu).................................................................................1093

14.3.1.7 Close (Recipe menu).........................................................................................................1094

14.3.1.8 Save (Recipe menu)..........................................................................................................1094

14.3.1.9 Save as... (Recipe menu)...................................................................................................1094

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14.3.1.10 Save graphic ... (Recipe menu)..........................................................................................1094

14.3.1.11 Header parameters... (Recipe menu).................................................................................1094

14.3.1.12 Check validity (Recipe menu)............................................................................................1095

14.3.1.13 Release for testing (Recipe menu).....................................................................................1095

14.3.1.14 Release for production (Recipe menu)..............................................................................1095

14.3.1.15 Revoke Release (Recipe menu)........................................................................................1095

14.3.1.16 Print... (Recipe menu)........................................................................................................1096

14.3.1.17 Print preview......................................................................................................................1096

14.3.1.18 Print preview graphic (Recipe menu).................................................................................1096

14.3.1.19 Print graphic (Recipe menu)..............................................................................................1096

14.3.1.20 Last recipes edited (recipe menu)......................................................................................1097

14.3.1.21 Last edited libraries (Recipe menu)...................................................................................1097

14.3.1.22 Dialog "Save as" (BATCH Recipe Editor)..........................................................................1097

14.3.1.23 Difference - release for testing or release for production...................................................1097

14.3.2 Edit menu...........................................................................................................................1098

14.3.2.1 Undo (Edit menu)...............................................................................................................1098

14.3.2.2 Redo (Edit menu)...............................................................................................................1098

14.3.2.3 Copy (Edit menu)...............................................................................................................1098

14.3.2.4 Delete (Edit menu).............................................................................................................1098

14.3.2.5 Go to > Next error (Edit menu)...........................................................................................1099

14.3.2.6 Go to > Previous error (Edit menu)....................................................................................1099

14.3.2.7 Properties (Edit menu).......................................................................................................1099

14.3.2.8 Open object (Edit menu)....................................................................................................1100

14.3.2.9 Text... (Edit menu)..............................................................................................................1100

14.3.2.10 Dissolve substructure (Edit menu).....................................................................................1100

14.3.2.11 Hide in substructure (Edit menu)........................................................................................1100

14.3.2.12 Select (Edit menu)..............................................................................................................1101

14.3.3 View menu.........................................................................................................................1101

14.3.3.1 Fit automatically (View menu)............................................................................................1101

14.3.3.2 Select zoom area (View menu)..........................................................................................1101

14.3.3.3 Toolbars > Standard (View menu).....................................................................................1102

14.3.3.4 Toolbars > Insert (View menu)...........................................................................................1102

14.3.3.5 Status bar (View menu)......................................................................................................1102

14.3.4 Options menu.....................................................................................................................1103

14.3.4.1 Always in Foreground (Options menu)...............................................................................1103

14.3.4.2 Display all errors (Options menu).......................................................................................1103

14.3.4.3 Display errors (Options menu)...........................................................................................1103

14.3.4.4 Clear error indicators (Options menu)................................................................................1103

14.3.5 Window menu....................................................................................................................1104

14.3.5.1 New window (Window menu).............................................................................................1104

14.4 BCC and RE.......................................................................................................................1104

14.4.1 Connection status to the BATCH Control Server...............................................................1104

14.4.2 Logged-on user..................................................................................................................1105

14.4.3 Print preview......................................................................................................................1105

14.4.4 Exit.....................................................................................................................................1105

14.5 BCC and RE Edit menu.....................................................................................................1106

14.5.1 Cut (Edit menu)..................................................................................................................1106

14.5.2 Copy (Edit menu)...............................................................................................................1106

14.5.3 Insert (Edit menu)...............................................................................................................1107

14.5.4 Select all (Edit menu).........................................................................................................1107

14.5.5 "Find" dialog.......................................................................................................................1108

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14.6 BCC and RE Options menu...............................................................................................1111

14.6.1 Important system messages (Options menu)....................................................................1111

14.6.2 Settings > User settings (Options menu)...........................................................................1111

14.6.3 Settings > Project settings (Options menu)........................................................................1112

14.7 BCC and RE View menu....................................................................................................1112

14.7.1 Display labelling (View menu)............................................................................................1112

14.7.2 Pinning recipe/batch headers (View menu).......................................................................1113

14.8 BCC and RE Window menu...............................................................................................1113

14.8.1 Cascade (Window menu)...................................................................................................1113

14.8.2 Horizontal (Window menu).................................................................................................1113

14.8.3 Vertically (Window menu)..................................................................................................1113

14.8.4 Arrange icons (Window menu)...........................................................................................1113

14.8.5 Close all (Window menu)...................................................................................................1114

14.8.6 Window management (Window menu)..............................................................................1114

14.9 BCC and RE Help menu....................................................................................................1114

14.9.1 Introduction (Help menu)....................................................................................................1114

14.9.2 Getting started (Help menu)...............................................................................................1114

14.9.3 Using help (Help menu).....................................................................................................1115

14.9.4 Help topics (Help menu).....................................................................................................1115

14.9.5 Info (Help menu)................................................................................................................1115

14.10 Shortcut menu commands.................................................................................................1115

14.10.1 Start step............................................................................................................................1115

14.10.2 Pause step (after step).......................................................................................................1116

14.10.3 Hold step (immediately).....................................................................................................1116

14.10.4 Resume step......................................................................................................................1117

14.10.5 Complete step....................................................................................................................1117

14.10.6 Stop step............................................................................................................................1117

14.10.7 Abort step ..........................................................................................................................1118

14.10.8 Abort step (emergency)......................................................................................................1118

14.10.9 Unlock step........................................................................................................................1118

14.10.10 Reset step..........................................................................................................................1119

14.10.11 Set breakpoint....................................................................................................................1119

14.10.12 Remove breakpoint............................................................................................................1119

14.10.13 Comment on batch element...............................................................................................1119

14.10.14 Comment on messages.....................................................................................................1119

14.10.15 Sign....................................................................................................................................1119

14.10.16 Select unit..........................................................................................................................1120

14.10.17 Release unit.......................................................................................................................1120

14.10.18 Reset unit...........................................................................................................................1120

14.10.19 Open overview...................................................................................................................1120

14.10.20 Open pane.........................................................................................................................1121

14.10.21 Control recipe: Batch..........................................................................................................1121

14.10.22 Number of queued jobs......................................................................................................1121

14.10.23 Current job being processed..............................................................................................1121

14.10.24 Cancel queued jobs...........................................................................................................1121

14.11 Transition wizard................................................................................................................1122

14.11.1 "General" transition condition (1/5) dialog box...................................................................1122

14.11.2 "Operand 1/2" parameter (2/5) dialog box.........................................................................1122

14.11.3 "Operand1/2" dialog box process tag (2/5)........................................................................1123

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Table of contents

14.11.4 "Operand 1/2" recipe element (2/5) dialog box .................................................................1123

14.11.5 "Operator" (3/5) dialog box.................................................................................................1124

14.11.6 "Equation editor" (4/5) dialog box.......................................................................................1124

14.11.7 "Operand 2" (4/5) dialog box..............................................................................................1125

14.11.8 "Select operand" dialog box...............................................................................................1125

14.12 Help function for object cannot be executed......................................................................1126

14.12.1 Updating the process cell...................................................................................................1126

14.12.2 Check validity (Edit menu).................................................................................................1126

14.12.3 Archive (Edit menu)............................................................................................................1126

14.12.4 Revoke release (Edit menu)...............................................................................................1126

14.12.5 Unlocking...........................................................................................................................1126

14.12.6 Details (Edit menu).............................................................................................................1126

14.12.7 Print (Edit menu)................................................................................................................1126

14.12.8 Print preview (Edit menu)...................................................................................................1126

14.12.9 Properties (Edit menu).......................................................................................................1127

14.12.10 Export (Edit menu).............................................................................................................1127

14.12.11 Find (Edit menu).................................................................................................................1127

14.12.12 Copy the object (Edit menu)...............................................................................................1127

14.12.13 Delete (Edit menu).............................................................................................................1127

14.12.14 New (Edit menu)................................................................................................................1127

14.12.15 Open (Edit menu)...............................................................................................................1127

14.12.16 Renaming ..........................................................................................................................1127

Glossary.................................................................................................................................................1129

Index.......................................................................................................................................................1141

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Preface

Purpose of the "SIMATIC BATCH" manual

This documentation provides you with a complete overview of the automation of discontinuous batch processes with SIMATIC BATCH. The documentation supports you in installing and commissioning the software. The procedures for process cell configuration and the creation of batch recipes are described.

You will find information about the software components, areas of application, configuration options, and commissioning of SIMATIC BATCH in the SIMATIC PCS 7 environment.

The following basic questions are answered in this document:

● What is SIMATIC BATCH?

● What are the software components that make up SIMATIC BATCH?

● Which areas of application is SIMATIC BATCH suitable for in the SIMATIC environment?

● How is SIMATIC BATCH planned, configured and operated in the PCS 7 environment?

● How do you migrate your existing BATCH project to a project that uses the new functions

of this version?

Validity of the manual

This manual is valid for the SIMATIC BATCH V8.2 software package.

Language support for the SIMATIC BATCH software and the documentation

The following languages are supported:

● Engineering components and documentation: English, German, French, Chinese and

Japanese

● Runtime components: English, German, French, Spanish, Italian, Chinese and Japanese

Readme files

You will find important information regarding installation on the system / product DVD in the following documents:

● SIMATIC PCS 7:

● SIMATIC BATCH:

–

Readme

–

What's new

During the SIMATIC BATCH installation routine, you are given the opportunity to open the readme file and read its contents. Following installation, the documents are available in SIMATIC > Product Notes > Language Selection.

PCS 7 Readme

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Preface

Documentation relating to SIMATIC BATCH

The following table shows the documentation relating to SIMATIC BATCH at a glance. You can find the documentation in PDF format after installation of SIMATIC BATCH under Start > SIMATIC > Documentation > Language selection.

Documentation as manual Contents SIMATIC BATCH

manual SIMATIC BATCH Blocks

Manual SIMATIC BATCH - Report Views Programming Manual SIMATIC BATCH - COM API

Manual

Additional documents and online help files can be found in the installation path of SIMATIC BATCH:

Basic and reference information that explains the procedures for configuration and rec‐ ipe creation with SIMATIC BATCH.

Reference information that explains the function, layout, integration, and interconnection of blocks in the CFC or SFC editor.

Explains how you create your own report templates for reading out the SQL database. Describes all contents and structures of the BATCH data in the SQL database.

Describes the Application Programming Interface (API) for BATCH object and data ac‐ cess. Examples with source code show how the interface is used.

Documentation as manual/online help

SIMATIC BATCH - PlugIn concept Manual, Programming Manual available in English only

SIMATIC BATCH - Report Views online help

SIMATIC BATCH - COM API online help SIMATIC BATCH PCC API Manual

Storage location and content

Path: \\ProgramData\Siemens\Automation\Batch\Example\PlugIn This description contains instructions that enable you to develop your own plug-in mod‐

ules for SIMATIC BATCH. This involves an external validity check which is used instead of the SIMATIC BATCH check.

Path on the SIMATIC BATCH server: \\ProgramData\Siemens\Automation\Batch\Ex‐ ample\Views

Path: \\ProgramData\Siemens\Automation\Batch\Example\BFApi\_doc

“As of SIMATIC BATCH V8.2, you obtain the document from technical support”. The document contains a C-interface specially tailored to the plant configuration of

SIMATIC BATCH. With this interface, you can write user-specific applications.

Options for accessing the documentation related to SIMATIC BATCH and SIMATIC PCS 7

You can conveniently access all of the documentation for SIMATIC PCS 7 on the PCS 7 web page www.siemens.com/pcs7-documentation (http://www.automation.siemens.com/mcms/

industrial-automation-systems-simatic/en/manual-overview/tech-doc-pcs7/Pages/ Default.aspx).

Additional helpful documents, FAQs, applications, and tools can be found on the Siemens Industry Online Support page at http://support.automation.siemens.com (http://

support.automation.siemens.com).

My Documentation Manager (http://support.automation.siemens.com/WW/view/en/

38715968) gives you the option of compiling specific documentation contents into your own

manual.

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Security information

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. You can find more information about industrial security under: http:// www.siemens.com/industrialsecurity

To stay informed about product updates as they occur, sign up for a product-specific newsletter. You can find additional information on this at: http:// support.automation.siemens.com.

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Security information

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Product introduction and installation

3.1 What is SIMATIC BATCH?

What is SIMATIC BATCH?

SIMATIC BATCH is a SIMATIC PCS 7 program package with which discontinuous processes, known as batch processes, can be configured, planned, controlled and logged.

Simple batch processes with configurable sequential control systems are automated with the CFC and SFC tools included in the PCS 7 Engineering System. When you have more complex requirement of a recipe control strategy, you use SIMATIC BATCH. With SIMATIC BATCH, recipe structures are designed, modified and started graphically on an operator station or on a separate PC.

All process and operator data can be collected for a specific batch during batch execution and can then be processed and printed out in a batch report.

Possible applications of SIMATIC BATCH

SIMATIC BATCH is suitable for batch processes of any complexity. It provides simple support for batch applications ranging from small to extremely large.

The outstanding features of SIMATIC BATCH are as follows:

● Simple, graphic recipe creation

● Control and monitoring of recipe execution with the same graphic representation as used

in recipe creation

● Two modes for working through the recipe logic, PC-based and AS-based

● Control strategy with data from multiple programmable logic controllers

● Integrated permission management with detailed access permissions

● Integrated logging of all events (including manual intervention) for comprehensive

production documentation

● Simple and clear batch planning, when required with interfacing to higher-level PPS systems

● Modular expandability

● Application of NAMUR and ISA-88 standards

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Product introduction and installation

3.3 Components of SIMATIC BATCH

3.2 Functions of SIMATIC BATCH

SIMATIC BATCH supports you throughout all the stages involved in the automation of batch processes. The functions provided by SIMATIC BATCH can be divided into four basic areas:

● Recipe system: Creation and management of any number of master recipes and library operations

● Batch planning: Planning and replanning of batches and production orders

● Batch control: Execution, visualization and control of batches released for production and the corresponding control recipes as well as visualization of the current unit allocation

● Batch data management: Acquisition, storage and report creation of batch data

3.3 Components of SIMATIC BATCH

3.3.1 BATCH interface blocks

Introduction

SIMATIC BATCH uses the new functionality of the SFC types in the engineering system to define operation and phase types. As an alternative, SIMATIC BATCH continues to provide special interface blocks as the communications interface to the processing programs on the automation system. These blocks known as BATCH interface blocks ship with SIMATIC BATCH as a block library.

Additional information: "Setting up the equipment module with interface blocks IEPH and IEOP (Page 151)"

Definition

The BATCH interface blocks form the communications interface between SIMATIC BATCH and the processing programs of the process cell control system in the automation system. The BATCH interface blocks are implemented as CFC blocks and are inserted in the CFC charts according to their function and stored in the corresponding hierarchy folders in the plant view in the SIMATIC Manager.

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Functions

Product introduction and installation

3.3 Components of SIMATIC BATCH

Using the BATCH interface blocks along with SIMATIC BATCH, makes the following functions available:

● Controlling the running of the process:

The IEPH/IEOP blocks are used for this purpose. These provide the commands (for example start or hold) of the recipe control steps from the batch control to the processing blocks (for example: SFC_CTL or user blocks). The processing blocks report their current statuses back to the batch control.

● Allocating or releasing a unit by a control recipe:

The UNIT_PLC block is used for this purpose.

● You use the TAG_COLL blocks to collect process values to create transition conditions and

for logging measured value sequences in the batch report.

● Transferring setpoints and process values:

The IEPAR blocks are used for this purpose. The batch control writes the recipe parameters (setpoints) for the processing blocks to these blocks via the IEPH/IEOP blocks. The processing blocks write the result data (process values) to the IEPAR blocks so that they can be stored as batch data by the batch control once again using the IEPH/IEOP blocks.

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3.3 Components of SIMATIC BATCH

3.3.2 BATCH configuration dialog

Software components in the SIMATIC Manager

The BATCH configuration dialog is opened in the SIMATIC Manager using the Options > SIMATIC BATCH menu. As an alternative, you can also open it using the "SIMATIC BATCH" shortcut menu of any object in the SIMATIC Manager.

Functions in the BATCH configuration dialog

In the BATCH configuration dialog, the following tasks are performed after you have created the basic automation (SFC / CFC) in the SIMATIC Manager:

● Updating, compiling and downloading the S7 program (objects)

● Updating, compiling and downloading stations (SIMATIC station, for example SIMATIC S7-400)

– CPU for example 417-4, specifying the memory configuration and assignment for the

recipe logic

– Compiling and downloading the S7 program (charts) The CFC charts of the units

assigned to the S7 program are opened.

– Displaying, updating, compiling and downloading connections

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● Batch process cell

– Validating the batch process cell

– Transferring messages of the batch process cell to the higher-level PCS 7 OS

– Downloading a batch process cell

● Generating, creating and deleting batch types

● Propagating batch types in a multiproject

● Compiling, creating and deleting batch instances.

● Merging batch instances in a multiproject

Additional information

BATCH engineering (Page 178)

3.3.3 BATCH Launch Coordinator

Product introduction and installation

3.3 Components of SIMATIC BATCH

The BATCH Launch Coordinator is responsible for the following:

● Operator control and monitoring of SIMATIC BATCH

● Monitoring the BATCH server applications

The icon of the BATCH Launch Coordinator is displayed within the task bar. If you right-click the icon, a shortcut menu opens in which commands are available for selection. Additional information can be found in the first reference below.

Image 3-1 BATCH Launch Coordinator shortcut menu

Startup characteristics

The BATCH Launch Coordinator can be started automatically or manually. For automatic start after computer logon, the Batch process cell must be loaded and WinCC Runtime must be activated.

If the BATCH Launch Coordinator is not started automatically, start it using the Start > All Programs > Siemens Automation > SIMATIC > Batch > SIMATIC BATCH Launch Coordinator command.

Starting the BatchCC

The BATCH Launch Coordinator creates the preconditions for starting BatchCC. BatchCC cannot be connected to the database of the loaded batch process cell until SIMATIC BATCH displays the status "running". BatchCC will display a corresponding information dialog on startup until SIMATIC BATCH is ready.

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Product introduction and installation

3.3 Components of SIMATIC BATCH

Additional information

Information on the BATCH Launch Coordinator (Page 243)

"System characteristics" tab (Page 946)

3.3.4 BATCH control server

Definition

The BATCH Control Server is a component of SIMATIC BATCH. The BATCH Control Server handles communication with the process and controls and monitors execution of the current batches.

The BATCH Control Server does not have its own user interface. The BATCH Control Server is started using the Launch Coordinator on the BATCH server or, in a redundant system, on both BATCH servers.

BATCH Control Server tasks

The BATCH Control Server (BCS) performs a variety of detailed tasks. The most important functions are the following:

● Establishing a communication connection to the automation system

● Generating the control recipe

● Downloading the control recipe to the automation system

● Processing the recipe synchronization

● Generating messages on the server status

● Controlling the redundancy mechanisms

● Failure monitoring (watchdog)

To acquire batch data (messages), there is a connection to the message server and to the process data acquisition of the PCS 7 OS (WinCC).

Establishing a communication connection to the automation system

The BCS in conjunction with the communication channel (via S7 DOS) ensures the communication with the process. It monitors the execution of the current batches.

In contrast to the PC-based concept, the AS-based concept has direct process access via the communication channel.

Transferring step information and control recipe requests

The BCS transfers data to the AS via the S7 DOS communication channel. Commands and parameters are sent to the automation system. The BCS receives status and process values.

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Generating the control recipe

Once a batch has been started in the BatchCC or on the PCS 7 OS, the BCS allocates the unit on the AS, generates the associated control recipe, and sends it to the AS.

Downloading the control recipe to the automation system

The complete control recipe for one unit is loaded in a permanently assigned data block on the AS using S7 communication.

All of the step and recipe structure data is stored in the data block.

Processing the recipe synchronization

If a synchronization line is reached during execution of a control recipe, the automation system sends a frame to the BCS. In addition to the batch ID, the frame also contains the synchronization number that is unique within a recipe.

A signal is sent to the AS when all units involved in synchronization reach the synchronization line. The batch execution is then resumed simultaneously in all units.

Product introduction and installation

3.3 Components of SIMATIC BATCH

Generating messages on the server status

The BATCH Control Server generates status messages for the BatchCC and the AS link. The messages are stored along with the corresponding message numbers in PCS 7 Alarm Logging.

Generating the batch report

After a batch is started, the batch data is saved in the online data storage of SIMATIC BATCH. In order to display and/or print out batch data, a print preview window and the batch report are available.

Checking state of process cells in the event of a problem in the automation system

In the event of a problem in the AS (AS in STOP), the active automation functions go into error mode. Depending on the setting under Properties > "AS operating parameters" tab under "SFC start-up after CPU restart", the SFC / SFC type is automatically reset or retains its state. Operator intervention is needed in both cases. We would only recommend a restart or resumption of the function once the state of the process cells has been checked.

3.3.5 BATCH CDV

Definition

BATCH CDV (batch data management) is a component of SIMATIC BATCH. It is a server component responsible for acquisition, storage and reporting of batch data.

BATCH CDV does not have its own user interface. BATCH CDV is controlled as a server application by the BATCH Launch Coordinator service. The status of the application is

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Product introduction and installation

3.3 Components of SIMATIC BATCH

displayed via the "BATCH Status" button in the shortcut menu of the BATCH Launch Coordinator.

Functions

The “BATCH CDV” server handles the following three tasks:

● Collects and stores WinCC messages.

● Collects and stores WinCC measured values. Only the measured values configured in the running batches are collected and stored.

● Closing batches. This process is divided into two steps. The transition state "Closing" leads to the final state "Closed".

Saving measured value and message data

BATCH CDV was enhanced so that the collected measured value and message data can only be written to the hard disk when sufficient disk space is available.

In addition, a batch can only take the "Closed" status when all batch-specific measured value data have been collected and written to the hard disk.

Note

Batches can no longer be closed if there is not enough space on the hard disk.

Cause:

A batch can only take the "Closed" status after it has first taken the "Closing" status and all batch-specific measured value and message data have been collected and written to the hard disk. If there is not enough hard disk space, the collected measured value and message data cannot be saved.

Remedy:

As soon as there is enough hard disk space, the pending measured value and message data is written to the hard disk. If a batch has the "Closing" status at this point in time, it is automatically closed after the pending measured value and message data has been saved.

3.3.6 Batch Control Center (BatchCC)

Definition

The BATCH Control Center (BatchCC) is the central component in SIMATIC BATCH for batch planning and batch control. The BATCH Control Center manages all the data relevant to SIMATIC BATCH. This means all BatchCC data can also be displayed in reports.

The Batch Control Center is started on the BATCH servers according to the settings made in the BATCH Launch Coordinator.

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Product introduction and installation

3.3 Components of SIMATIC BATCH

Functions

With the BATCH Control Center, you can do the following:

● Read in the process cell data from the basic control

● Specify the user permissions for all functions of BATCH

● Define the names and codes of the materials used

● Manage master recipes and start the BATCH Recipe Editor to configure the recipe structure

● Manage libraries with recipe elements (library operations)

● Edit and manage the formula categories and corresponding formulas

● Plan production orders using master recipes and batches

● Start and control batch executions

● Monitor and troubleshoot batch executions

● Display recipe and batch data in reports.

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Product introduction and installation

3.3 Components of SIMATIC BATCH

3.3.7 BATCH Recipe Editor

Definition

The BATCH Recipe Editor (RE) is part of SIMATIC BATCH and provides you with a graphical user interface for creating and modifying master recipes and library operations. Recipe creation is based on the BATCH objects from the BATCH process cell configuration in the engineering system (ES) of SIMATIC PCS 7, for example, by ISA-88 type definition of the process cell, units and equipment modules.

Functions

With the BATCH Recipe Editor, you can do the following:

● Create new master recipes and library operations.

● Modify existing master recipes and library operations (structural or parameter modifications).

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● Display the master recipes and library operations in reports.

● Release master recipes and library operations for testing or for production.

● Validate recipes.

When performing these tasks, the familiar functions known from MS Windows programs such as paste, cut, copy, undo and redo can be used on single or grouped objects.

3.3.8 Assembling BATCH data in reports

Reports

Printed reports ensure the documentation of your batch processes. Reports for the following objects are available with SIMATIC BATCH:

● BATCH process cell

● Libraries

● Master recipes

Product introduction and installation

3.3 Components of SIMATIC BATCH

● Formulas

● Batches

The standard report templates are provided for all types of reports. Report templates are used for clear and structured visualization of the data. The shortcut menu of a selected object contains the "Print" and "Print Preview" commands for objects. Commands for navigating, viewing, printing, and exporting reports are included in a toolbar of the print preview window.

Additional information

Object reports (Page 477)

3.3.9 BATCH OS controls

OLE custom controls (OCX) for SIMATIC BATCH

We provide you with SIMATIC BATCH OS controls for operating and monitoring batch processes on a PCS 7 OS client. In a template screen that is available after installing SIMATIC BATCH, you will find all the BATCH OS controls for operator control and monitoring of a Batch process cell.

Graphical user interface on a PCS 7 OS

You can use the BATCH OS controls as a graphical user interface (GUI). They are configured in the WinCC Graphics Designer for process mode. In process mode (WinCC Runtime), all the necessary interventions for batch mode can be implemented from a PCS 7 OS using BATCH OS controls.

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Product introduction and installation

3.4 Operating modes in SIMATIC BATCH

Additional information

SIMATIC BATCH OS controls (Page 585)

3.4 Operating modes in SIMATIC BATCH

3.4.1 Introducing the operating modes "AS-based" and "PC-based"

New BATCH block for both operating modes

When you create the master recipes, you can specify whether or not they are processed ASbased or a PC-based for each recipe unit procedure (RUP). This is only possible if the new block "UNIT_PLC" from supplied block library is configured in the relevant RUP.

What makes the AS-based operating mode possible?

The AS-based mode can only be implemented by using the new unit block "UNIT_PLC". With the new AS-based mode, you can influence recipes being processed on the AS using the UNIT_PLC block.

Note Units with more than one AS

AS-based operation is not possible in units that have more than one AS on which the equipment phases/operations are configured. In projects with such units, the AS-based operating mode must be disabled in the BATCH configuration dialog (0% memory allocation).

Which functions are not supported in the AS-based operating mode?

● Flat recipes are not available.

● The "online structure changes (OSC)" from SIMATIC BATCH version 7.1 SP1 with which structure changes could be made to the recipe logic during the running of a batch is not possible in AS-based mode.

Memory requirements of the CPU and runtimes in AS-based mode

The following table provides an overview of the amount of CPU memory occupied by SIMATIC BATCH blocks in the AS-based mode.

Memory allocations Description Memory required in KB Static part. Occupied by system. Communication (Event Send) 56

Function blocks 60 Function calls 41

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Memory allocations Description Memory required in KB Dynamic part. Occupied by settings in

the BATCH configuration dialog.

per unit 57 per recipe unit procedure (RUP) 128

The following table shows the runtimes of the most important recipe structures that result from the processing of a recipe unit procedure and are required to calculate a cycle time.

Recipe structure AS runtime Completing recipe phase (average measured value) 1.8 ms

Updating setpoint (average measured value) 0.07 ms Processing a transition (average measured value) 4 ms Starting recipe phase (average measured value) 1.9 ms Processing a recipe phase (average measured value) 2 ms

You can find an example of how to determine the memory requirements and the runtime in the section "Measured results for calculating the performance of both operating modes (Page 71)".

3.4.2 Concept expansion

Reason for expansion of the concept

Continuously increasing demands for higher product quality while simultaneously maintaining full plant capacity have caused a variety of branches in the manufacturing industry to improve and optimize their batch processes again and again.

For example, the food and beverage industry thus expect deterministic and above all fast step change times from a batch control system because slow step changes can result in a reduction in product output.

Requirements for fast batch processes

The determining logic of step changes is a basic requirement for both fast and parallel process sequences, which need to be synchronized to specific steps. Fast process sequences, for example, enable configuration of exact deceleration points for dosing, while precise parallel sequences accelerate the material transfer to synchronization steps.

The following requirements must be met to obtain the needed fast batch processes:

● Clear reduction of the step change times to less than one second

● Clearly defined deterministics for the step change times for batch processing

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Product introduction and installation

3.4 Operating modes in SIMATIC BATCH

Characteristics of SIMATIC BATCH

When compared with previous versions of SIMATIC BATCH, this version allows faster batch control. The following features characterize SIMATIC BATCH in AS-based mode:

● Shifting of the recipe logic to the automation system (BATCH block UNIT_PLC)

● Reduction of the communication paths and communication traffic

● Shorter reaction times

● SFC time optimization due to event-driven calls

Compatibility with SIMATIC PCS 7 and SIMATIC BATCH

The proven functionalities, such as engineering, convenient recipe management, and operator control and monitoring of the process, remain available. Added to this are the deterministic algorithm and the performance at step changes while the runtime system on the AS is activated.

Hierarchical recipes are created in three levels: RUP, ROP, and RPH. These recipes are executed in the automation system as batches. Either the BATCH Control Center or the BATCH OS controls are used for operator control and monitoring of recipes.

Online functionalities, such as creating and starting batches, are available not only in BatchCC but also with the new BATCH OS controls on a PCS 7 OS.

Offline and project functions, such as "Updating process cell", "Permission management", "Role management", and the creation of materials, formulas, and formula categories continue to be used exclusively in BatchCC.

Recipes for AS-based operation continue to be created with the Recipe Editor of SIMATIC BATCH and their use is checked there. For recipes that have parts executed on the AS, additional constraints were included in the validation. There is a check to determine whether free memory blocks are available on the AS to execute selected recipe parts during runtime.

Use of existing recipes

With suitable system knowledge, existing hierarchical recipes from previous versions of SIMATIC BATCH can be reconfigured for AS-based operation.

3.4.3 Shifting of the recipe logic to the AS

Acceleration of recipe execution steps

An essential measure for accelerating recipe execution steps is the shifting of the recipe logic from the BATCH control server to the automation system. It results in substantially faster as well as deterministic step change times.

In comparison to a server, the automation system operates deterministically because the individual cycles of organization blocks are controlled in it. On the server, in contrast, the execution times of the cycles can vary depending on the load of the CPU.

Moving the recipe logic also results in changes to the system architecture. As can be seen in the figure "Shifting the recipe logic", the BATCH control server is connected to the AS via a

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Product introduction and installation

3.4 Operating modes in SIMATIC BATCH

separate communication channel (S7DOS). The result is shorter and simplified communication paths.

Communication path between BATCH control server and automation system

The new concept in AS-based mode uses a direct communication channel for faster and more stable data exchange between the BATCH control server and the automation system. This channel is based on S7 DOS and allows the BATCH control server direct access to the process.

The communication channel has the following tasks:

● Downloading blocks with the control recipe for the sequence of a unit

● Sending control commands to the recipe control

● Transferring step data from the automation system to the BATCH control server

● Transferring setpoint values, process values and measured values from the automation

system to the BATCH control server

The communication connections between AS and BCS are created automatically by the BATCH configuration dialog.

Data communication between the server and automation system

The following figure, "Reducing the communication volume" shows how the individual software components were changed to reduce the volume of communication.

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Product introduction and installation

3.4 Operating modes in SIMATIC BATCH

Impact on the processing time and memory of the AS

The greater the number of currently active unit recipes on the AS, the less memory space or processing time is available for the remaining automation tasks on the AS.

Image 3-2 Shifting the recipe logic

Operator control of the process on a PCS 7 OS using BATCH OS controls

Which recipe phases continue to be processed in the BATCH control server?

46 Operating Manual, 02/2016, A5E35958174-AA

To create and operate batches including visualization of the control recipes of currently running batches, SIMATIC BATCH provides a template screen on a PCS 7 OS with all the necessary BATCH OS controls.

The following list shows all recipe phases that are still processed in the BATCH control server in AS-based mode:

● Unit allocation (preferred unit, the longest out of use, operator selection and process parameters)

● Synchronization lines between two units

SIMATIC BATCH V8.2

Page 47

● Cross-unit transitions and command steps

● Operator instructions

Additional information

Obtaining the memory configuration and setting the allocation (Page 198)

BATCH OS controls (Page 585)

3.4.4 Recipe levels and sequence of a recipe

Recipe levels and recipe logic

In AS-based mode, SIMATIC BATCH allows a reduction and a reproducibility of step change times with the following recipe control runtime functions that have been shifted to the automation system:

● Unit/RUP level

Product introduction and installation

3.4 Operating modes in SIMATIC BATCH

Recipe execution

● Recipe level 1/ROP level

● Recipe level 2/RPH level

● Logic of the individual control units

Recipe level 2 / RPH level contains the recipe logic and its accelerated execution via the SFC type or SFC chart.

The logic of the individual control units describes the user configuration on the AS.

The system blocks required for recipe control and the runtime system are grouped together in the SIMATIC BATCH blocks library.

The mapping of the recipe execution in the AS is made with the following block classes:

1. RUP level -> UNIT_PLC block

2. ROP level -> EOP block (level 1)

3. RPH level -> EPH block (level 2)

Recipes in the automation systems are assigned to the units as control recipes. This property allows the distribution of a project over several automation systems.

If communication with the SIMATIC BATCH control server is interrupted, the AS continues to run to the next synchronization line in the recipe or to a reference (transition or command block) to another unit recipe. Events are temporarily stored on a unit-specific basis until the configured communication buffers are full.

The volume of data that may be put into interim storage depends on the corresponding volume of batch communication.

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Product introduction and installation

3.5 Possible configurations

3.4.5 Recipe processing in runtime

Control recipe definition

The complete controller information required to execute a batch in the automation system is called the control recipe. This information is distributed over units and loaded into the automation system by the BATCH control server. Each unit is assigned one or more data blocks for storage of unit recipes.

Control recipe request from the AS

A control recipe is requested by the AS. The unit recipe procedure is then generated in the BATCH control server and loaded into the data block for the UNIT block.

The start of a unit is initiated by:

● The order system (BatchCC) on the BATCH control server

● The SIMATIC BATCH OS controls on the PCS 7 OS

Recipe synchronization

Recipe synchronizations are loaded in the AS with the control recipe. When a recipe synchronization line is reached during the control of a unit, the the following individual actions occur:

● The AS sends a frame to the recipe synchronization in the BATCH control server. In addition to the batch ID, the frame also contains the synchronization number that is unique within a recipe.

● The BATCH control server determines the participants of the synchronization with the first frame. The synchronization definition is read for the recipe for this purpose. The definition includes the recipe unit procedures (RUPs) involved in the synchronization.

● The BATCH control server determines the unit candidates for this batch. The candidate information includes which unit is selected for this RUP in the current batch.

● If the conditions of a synchronization are met, the BATCH control server will set an "acknowledgment bit". The acknowledgment bit is set in the AS for each participating unit.

● The execution in all units is then simultaneously resumed in the AS.

3.5 Possible configurations

3.5.1 System software architecture

System and software architecture. The following figure shows the hardware components involved in the system (colored gray)

that are interconnected via bus systems (colored brown) Software program packages or parts of software program packages (colored white) of SIMATIC BATCH are shown for each

SIMATIC BATCH V8.2

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3.5 Possible configurations

hardware component involved in the process. Blue lines with directional arrows roughly show the interaction of the components of the software packages.

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Product introduction and installation

3.5 Possible configurations

3.5.2 Distribution of the SIMATIC program packages

SIMATIC software packages and their distribution variants

When installing these SIMATIC software packages on PCs, the following main distribution variants are possible.

Variant Name Installation of the SIMATIC program Assessment and purpose 1 Single station

system

2 Simple multi‐

ple station system

3 Multiple sta‐

tion system

All program packages are installed on one PC Example: Engineering station (ES), OS server, OS cli‐

ents, BATCH server, BATCH client, RC server, RC cli‐ ent.

Installation of the program packages for an ES and the installation of all other program packages on a sepa‐ rate PC.

Example: OS server, OS client, BATCH server, BATCH client, RC server, RC client.

All program packages are installed on different PCs The following program packages can be installed on

different PCs. Example: Single PC as ES, single PC as BATCH serv‐

er, single PC as OS server, single PC as RC server, single PC as BATCH client, OS client and RC client,

Process connection to AS from this PC. Limited performance, engineering and process mode not separate. For exam‐ ple for small process cells or when work‐ ing with Getting Started.

Process connection to the AS from the ES and the separate PC. Better per‐ formance. Engineering and process mode separated. Industrial system.

Process connection to AS from the ES, from BATCH server and OS server. Best performance in conjunction with a fast network. Engineering and process mode separated. Industrial system.

Data storage systems

SIMATIC BATCH operates with the following three databases:

● Project DB: Storage of user permissions

● Offline DB: Storage of recipes, formulas, materials

● Online DB: Storage of the batches

During installation, the BATCH databases or BATCH shared folder with the databases are created in the specified location on your hard disk or in a new folder path.

BATCH server

When you install the BATCH server program package on a PC, the following BATCH applications are installed:

● BATCH control server (BCS)

● Batch data management (CDV)

● SIMATIC BATCH Server (SBS)

● BATCH databases

● BATCH Launch Coordinator

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BATCH clients

When you install the BATCH client program package on a PC, the following BATCH applications are installed:

● Batch Control Center (BatchCC / BCC)

● BATCH Recipe Editor (RE)

● BATCH OS controls

● API interface

Additional information

You will find a detailed description of the possible distribution of the SIMATIC BATCH program packages in the manual

Process Control System PCS 7; PC Configuration and Authorizations

3.5.3 Client / server architecture of SIMATIC BATCH

Product introduction and installation

3.5 Possible configurations

Client/server architecture

The SIMATIC BATCH software package is normally installed on more than one PC. PCs are set up as BATCH clients are always at least one PC as BATCH server. All the BATCH stations involved work with the same process cell project. The BATCH server provides the services for the BATCH clients that form the interface to the operator, in other words function as operator control terminals.

PC-based mode: Interaction with PCS 7 OS server

In process mode (runtime), SIMATIC BATCH is linked to the PCS 7 OS servers.

The communication with the automation system, for example write recipe parameters or read process values, is via the data manager of the PCS 7 OS server. In other words, a BATCH server does not need its own interface to the automation system for the PC-based mode.

The "BATCH server" and "OS Server" program packages should, whenever possible, be installed on separate PCs to improve performance. In the batch process cell configuration, the PCS 7 OS servers that are relevant for the batches are made known to the BATCH server. BATCH clients can run on a separate PC as well as together with an OS client on a PC. The PC configuration of this mode is shown in the following figure.

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Product introduction and installation

3.5 Possible configurations

AS-based mode: Interaction with the automation system

In contrast to the PC-based mode, a BATCH server in the AS-based mode requires a network connection to both the terminal and plant bus. This ensures direct communication between the BATCH server and the AS via a separate communication channel. Via this channel, the control recipes on the automation system are accessed while the runtime system is operating. To accelerate a step change, for example, switch to next signals are set in the control recipe and therefore in the automation system.

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Product introduction and installation

3.5 Possible configurations

multiple station system (distributed system)

SIMATIC BATCH supports the model of multiple station systems or distributed systems. This means that you can install the software program package relevant to the application on every PC of a multiple station system. You can, for example, configure your project in such a way that all stations involved including the AS can be accessed from an engineering station.

Simple multiple station system (distributed system with a PCS 7 OS as BATCH server and OS server)

The configuration described up to now applies to a multiple station system or distributed system. For small projects, there may be only one PCS 7 OS. In this case, the BATCH server and the OS server are installed on this PCS 7 OS. This PC must have the process connection to the AS. The ES is installed on a separate PC. This provides a network connection to the terminal and plant bus and therefore to BATCH clients and the AS.

Configuration on an engineering station

BATCH servers, BATCH clients and OS servers and OS clients are configured in the SIMATIC Manager of the Engineering Station and downloaded from there to the target stations.

Maximum number of BATCH clients

A maximum of 32 BATCH clients can be connected to one BATCH server.

3.5.4 Interface to MES/ERP

With the of SIMATIC BATCH to an OEM system or to any MES/ERP application. The API interface offers a COM connection (data format XML).

To learn about the possible uses and configuring options, please refer to the associated online help or manual. You will find the online help named "bfapicm_a.chm" in the following path ".. \SIEMENS\BATCH\Api_Example\BFApi\_doc". Double-click on the file to open the online help. The manual can be opened as a PDF file under Start > All Programs > Siemens Automation > SIMATIC > Documentation > English > SIMATIC BATCH - COM API.

SIMATIC BATCH - COM API

interface, you can link the online and offline functions

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Product introduction and installation

3.5 Possible configurations

3.5.5 Redundancy

3.5.5.1 Introduction

Availability

To increase the availability of the batch control and to allow a software update during operation, SIMATIC BATCH provides the option of installing a redundant BATCH server. If there is a failure in the redundant system, there is a standby/master failover between the redundant BATCH servers.

Redundancy is achieved with redundant BATCH servers each with local data management. To safeguard data and to allow the batch applications to access the current data, the data is constantly synchronized between the two local data management systems - a data replication.

This ensures that after the failure of one BATCH Control Server or database server, the redundant server can continue to work with the same data without the loss of data or gaps in the documentation.

Configuring and commissioning

Note Requirements

To establish the software and hardware requirements and when configuring and commissioning redundant servers in the SIMATIC PCS 7 system, you should always consult your Siemens representative.

References for redundant PCS 7 OS

An introduction to the general redundancy mechanisms is provided in the function manual

Process Control System PCS 7; Fault-tolerant Process Control Systems

is on the "PCS 7; Electronic Manuals" CD. This is general documentation describing the overall concept of availability in PCS 7. This also includes, for example, more information on the redundant PCS 7 OS.

. This documentation

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3.5.5.2 Example configuration - Fault-tolerant Batch Control

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Product introduction and installation

3.5 Possible configurations

(1) Redundant BATCH server

(2) OS redundancy of the standard PCS 7 operator stations

Redundancy is achieved with two BATCH servers with a standby/master failover. The redundancy of the BATCH servers ensures the following if a BATCH server fails:

● All BATCH clients (with the BATCH Recipe Editor and BatchCC (batch planning, batch

control)) are immediately operable again following the failover and

● permanent acquisition of the Batch data continues.

The redundancy of the distributed PCS 7 operator stations with an interface to the SIMATIC S7-400 is achieved by interconnected OS servers with data synchronization and backup of the archive data. The WinCC archives of the redundant OS servers are synchronized and contain the same data. The functionality is implemented with the "Redundancy" optional software of WinCC. For a description of the "Redundancy" optional software, refer to the manual

The redundancy of the PCS 7 operator stations ensures that the batch processes will continue uninterrupted even if one of the two OS servers fails. The operator remains informed about the status of the process cell and can still intervene in the process.

SIMATIC HMI; Options

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Product introduction and installation

3.5 Possible configurations

3.5.5.3 Behavior in runtime

Failover of the BATCH server

The BATCH Control Server and Batch data management (Batch CDV) are permanently active on both redundant BATCH servers. From the prospective of the BATCH server, there is no preferred server; in other words, both BATCH servers access the same OS server when there are no failures in the system.

If the BATCH server configured as the master fails, there is a failover to the BATCH server (standby). This then becomes the master.

Possible causes of a failover

● Failure of the BATCH server PC (master), e.g. hardware fault or "blue screen"

● Failure of the network connection of the BATCH server PC. The BATCH server no longer detects a client or its redundant BATCH server.

● Failure of a BATCH server application, e.g. BATCH Control Server, batch data management (CDV), SIMATIC BATCH Server (SBS).

Failover of the BATCH clients

If the BATCH server (master) fails, the BATCH clients automatically fail over to the standby BATCH server.

Startup, hot restart of the BATCH clients

Note Failover time

Following a failover of the BATCH servers, the BATCH clients can only be operated again after a certain time has elapsed.

A message window opens informing you that the BATCH server is currently not obtainable. The message window disappears after a successful failover. This indicates that the server application is ready for operation again. If the redundant BATCH server is not ready to take over, the message "BATCH server is in error state (postponed)" is displayed on the PCS 7 OS. When the redundant BATCH server becomes ready to take over, the redundant BATCH server automatically takes over the server application.

As long as the message window is displayed, the BATCH client cannot be operated. You can, however, close the client application by clicking the "Quit application" button. On completion of the failover, the BATCH client can be started again.

Process control messages

In the event of a failover, a process control message is displayed on the message OS.

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Product introduction and installation

3.5 Possible configurations

3.5.5.4 Data replication

Synchronizing databases

Each redundant BATCH server of a server pair (master, standby) has its own local database. To continually synchronize the two local databases, an independent second network adapter is used for each of the two server PCs. The following tasks are performed via this connection:

● Lifebeat monitoring of the redundant partners

● Data replication

● Data consistency between the redundant partners

This ensures that both BATCH server always use the same database.

Redundancy switchover, start sequence of the BATCH servers, database synchronization with WinCC message

● An interruption of the replication connection (extra network adapter in both redundant

SIMATIC BATCH server PCs with network cable) affects the communication between the AS and the BATCH server. The communication is blocked for approximately 20 s. This means that the process (batch) continues running but its visualization in the BATCH Control Center or in the BATCH OS controls is updated after a delay of up to 20 s.

● When starting a redundant BATCH server or during a redundancy switchover, the

databases of the standby server are synchronized with the databases of the master server. Do not abort the copy procedure needed for this, e.g. by powering down/switching off one of the BATCH servers. If you do, you will have to reset the BATCH database of the standby server.

● A "Restart dialog" appears on the previous master once a switchover to a redundant pair

of servers caused by an error has occurred. Please follow the restart request to correctly restart the PC. All active programs are closed when you acknowledge the restart request.

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Product introduction and installation

3.5 Possible configurations

● If you power down both BATCH servers on a redundant system with a time lag, when restarting the BATCH server you will have to firstly restart the server you powered down last. If you don't do this, there is a risk of you losing batch measurements and messages from the period of the time lag.

● When starting and ending database synchronization between the master and standby servers, the WinCC messages "Data synchronization started" and "Data synchronization complete" are produced.

Hardware requirements

● Redundant BATCH servers always require an additional network adapter independent from the terminal and plant bus. These network adapters can be of the same type.

● The additional network adapters must be installed in your PCs (redundant BATCH server pair) in free PCI slots.

● Make sure that you read the information in the relevant SIMATIC PCS 7 documents, especially the document

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PCS 7 - PC Configuration and Authorization

SIMATIC BATCH V8.2

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Software requirements

● Installation of SIMATIC PCS 7

● Batch data replication is performed exclusively via an independent, additional network

adapter in both PCs.

● The network adapters are configured within the operating system (IP addresses and subnet

mask).

– Subnet mask: The network adapter for the data replication must not be in the same

– The addresses (IP and subnet mask) of the two PCs must be in the same network,

Configuration

The network configuration of the independent network adapter for a redundant BATCH system is project-independent. It is performed in the "Simatic Shell" system folder in Windows Explorer.

1. Right-click on the "Simatic Shell" folder and select the shortcut menu command

"Redundancy Settings ...".

Product introduction and installation

3.5 Possible configurations

subnet as the network adapter for the communication with the BATCH clients via the terminal bus/with the AS via the plant bus.

otherwise no communication is possible between the redundancy partners.

Result

2. In the "Serial Interface" area, select "none, or the following symbol "-------------".

3. In the "Network adapter" area, select the adapter that has been configured and is now

available.

4. Close the dialog with "OK".

5. Open the "Network connections" dialog. Open the "Advanced Settings" dialog with the

menu command Advanced > Advanced Settings. Use the buttons in this dialog to set your connections in the correct order. First configure the "Terminal bus" and "Plant bus" connection and then the "Batch replication connection".

Note

Check that a log is not selected in the adapter settings for the plant bus (file and print sharing).

6. Repeat steps 1-5 for the redundancy partner.

You have now configured the required communication for the redundancy partners and can no perform database replication for SIMATIC BATCH.

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Product introduction and installation

3.5 Possible configurations

3.5.5.5 Configuration of the redundant BATCH server

Configuration of applications on objects

WARNING

Computer names

Configuring applications (WinCC, SIMATIC BATCH, ...) on separate "SIMATIC PC station" objects and then merging them to create one PC station by assigning the same computer name to the "SIMATIC PC station" objects is not permitted.

Follow the steps in the SIMATIC Manager outlined below:

1. Select the project in the Component view.

2. Select the menu command Insert > Station > SIMATIC PC Station. Result: A new SIMATIC PC station is inserted in the current project.

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3. Set the computer name of the PC station.

– To do this, select the SIMATIC PC station.

– Select the menu command Edit > Object properties.

– Enter the computer name in the last field.

4. Configure this SIMATIC PC station in HW Config.

– To do this, select the SIMATIC PC station.

– Select the menu command Edit > Open object.

Result: HW Config opens.

– Insert a batch application from the hardware catalog:

Path in the hardware catalog: Standard > SIMATIC PC-Station > BATCH > BATCH application (stby).

Select the menu command Station > Save and compile.

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Product introduction and installation

3.5 Possible configurations

Result:

The inserted "BATCH application (stby)" object appears in the Component view below the SIMATIC PC station.

3.5.5.6 Information on network connections

Requirements:

The following are requirements for network adapter, serial connection and redundancy connection:

● A redundant BATCH server must have a second network connection independent of the terminal bus and plant bus. This is used for BATCH data replication.

● The serial connection (COM interface) may no longer be used in conjunction with SIMATIC BATCH. It must be removed from "old systems".

● In principle, the redundant connection between both BATCH servers can be produced using a crossed network cable (cross over cable) or a switch.

3.5.5.7 Configuring network connections

Introduction

Network configuration of a redundant batch system is not dependent on the project. There is therefore no need for configuration of batch redundancy in batch engineering, as was previously undertaken in the project settings in the BATCH configuration dialog.

Procedure

1. Network configuration for the redundant BATCH server is undertaken via the "Simatic Shell" folder in Windows Explorer. You will find more information in the online help for SIMATIC BATCH in the Redundancy > Data replication section.

2. If you are installing BATCH and WinCC servers on a PC, ensure that you use the following settings in the "Redundancy" WinCC Editor:

– Connection to redundant partner via serial interface: Select "none".

– Connection to redundant partner via network adapter (MAC address): Select the network

adapter you used for data replication and close the dialog using the "OK" button.

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3.5.5.8 Important additional information

Redundant server pair

● In a compact system (WinCC server and batch server on same PCs), the "Start SIMATIC

BATCH automatically after starting WinCC" setting should only be made once the BATCH process cell (database) has been created. If this is not done, booting the system will be interrupted with an error under the precondition "Just one server switched on, no client started, BATCH process cell still not created".

● In a distributed system (WinCC server and batch server on different PCs), the "Start

SIMATIC BATCH automatically after starting WinCC" setting is blocked.

● When starting a redundant BATCH server or during a redundancy switchover, the

databases of the standby server are synchronized with the databases of the master server. Do not abort the copy procedure needed for this, e.g. by powering down/switching off one of the BATCH servers. Otherwise, the database of the standby server will have to be reset.

● If a redundancy failover occurs during active client applications, e.g., during actions such

as archiving of batches, reading in of process cell data, starting a print preview or a print, the current actions may be adversely affected.

Product introduction and installation

3.5 Possible configurations

● A "Restart dialog" appears on the previous master once a switchover to a redundant pair

of servers caused by an error has occurred. Please follow the restart request to correctly restart the PC. You should first close active programs.

● Both when starting and ending database synchronization between master and standby, the

WinCC messages "Data synchronization started" and "Data synchronization complete" are produced.

● Batch data management There are no longer any restrictions for the start order of the

BATCH server in a redundant system. The system automatically connects to the valid project database. You should, however note that following any total system failure in a distributed system, the servers must be started up in the following order. First start the WinCC server and wait until its redundant WinCC server is synchronized. Start the BATCH server only when this completed.

Downloading the BATCH process cell data

When loading the BATCH process cell data from the BATCH configuration dialog, both the BATCH server (master and standby) and all BATCH clients defined in the project are supplied with data. However, this data is not valid in the BATCH system immediately after downloading, but rather not until a defined point in time when this data is applied by the BATCH system. Data is applied through the following actions:

● The distribution of the components and the BATCH server configuration, e.g. CDV on/off,

are applied during startup of the BATCH server PC (master and standby).

● The BATCH process cell data is applied in the BCC through the active user action "Update

process cell".

In the case of a redundant system, the BATCH process cell data is not automatically synchronized on the redundant BATCH server when just one BATCH server PC is started up. This means that when you restart a BATCH server, it is imperative that you also restart its

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redundant BATCH server. Inconsistent BATCH process cell data between redundant partners could lead to the following situations, for example:

● Messages and measured values are recorded on the master (CDV on) but not on its standby (CDV off).

● Communication between the redundant BATCH servers may be faulty.

● Errors may occur in the recording of messages and measured values by the PCS 7 OS.

● Completely different BATCH process cells may be present on the two BATCH servers because the databases are not synchronized.

Additional information

BATCH engineering (Page 178)

3.5.5.9 Automatic hot restart

What safety strategies are there when using redundancy?

A redundant server pair provides protection for your process against failure. New mechanisms are available to ensure that there is a failover and hot restart if a problem occurs.

● Prevention on exiting a SIMATIC server application with redundancy

● Automatic hot restart of server applications after problem; cannot be recognized by the user

● Isolation of SIMATIC BATCH server in an error state

● Isolation of the server applications in an error state

● Automatic hot restart of a SIMATIC BATCH server after status check of the partner server

Prevention on exiting a SIMATIC server application

If you want to exit a SIMATIC server application (WinCC server, BATCH server, Route Control server) for whatever reason, you must make sure that the partner server is fully capable of taking over. In other words, all the applications running on the server must also run on the partner server and be ready for operation.

If the result of the application check is negative, a warning dialog is displayed when you exit a server application informing you that the partner server is not fully capable of taking over and you will be asked whether you really want a redundancy changeover to the partner server.

If you click "Yes", the server application will be exited even though the partner server is not ready to take over.

If you click "No", the dialog will be closed without any action being taken.

Automatic hot restart of SIMATIC server application

An automatic hot restart does not require any operator control. The process runs in the background. The BATCH server applications can be restarted automatically when a problem occurred. This does not affect redundancy.

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The aim is to keep running in process mode at all times. If a SIMATIC server application changes to the error state and needs to be exited, make sure that it is restarted automatically.

The following requirements must be met before SIMATIC server applications will restart automatically:

● Requirements for installation: As of these versions, the restart mechanisms are included

in the software packages to be installed.

– SIMATIC PCS 7 V6.1 SP4 or higher

– SIMATIC BATCH V6.1 SP3 HF18

● Requirements for configuration:

– Automatic hot restart and isolation of the SIMATIC BATCH server are only supported

in a redundant configuration.

– All the mechanisms are available for the following redundant environments: Redundant

WinCC server, redundant BATCH server, redundant Process Historian, redundant maintenance server and redundant Route Control server.

● Requirements in the operating system and project settings:

– WinCC Autostart must be configured so that the next time the PC is started up, the

corresponding project is opened and activated in the WinCC Explorer. The "AutoStart configuration" dialog is available from the Start menu with Start > SIMATIC > WinCC > Autostart.

– In the BATCH Launch Coordinator, one of the two options "Start SIMATIC BATCH

automatically after starting WinCC" or "Start SIMATIC BATCH automatically, independent of WinCC" must be activated.

– If you also use SIMATIC Route Control, turn on the automatic activation in the shortcut

menu of the Route Control server.

An automatic hot restart following a server application error, can run as follows:

● Initial situation: Server and partner server are ready for operation

● Error on the server

● Partner server becomes master

● The dialog for a restart is ready to start on the server.

● All network connections (terminal bus, plant bus, crossover connection) are terminated.

The network adapters of this terminal bus and crossover connection are disabled. The server is isolated.

● After a dynamic time dependent on the system, the server automatically acknowledges the

restart request with "OK" and is restarted.

● Once the server returns, the databases of the partner server and server are synchronized.

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3.6 Configuration limits

3.5.5.10 Failure behavior of the BATCH server in AS-based mode

Failure of the BATCH server

In AS-based mode, batches are processed in the CPU. If the BATCH server fails, any batches that have started are processed to the end if the BATCH server does not need to intervene in the recipe execution, for example for synchronization or due to an operator dialog. Otherwise, the individual units used in the control recipe continue to the next synchronization line and then wait for communication with the BATCH server.

The situation still remains that if there is a sudden failure of the SIMATIC BATCH standby PC (hardware defect, power failure, network connection to the database broken down), the BATCH server can no longer store the AS frames in the database of the standby PC (redundant storage for data backup/replication). The timeout time for recognizing the failure is set to 20 seconds for technical reasons. If more frames are generated in the AS within these 20 seconds than the internal AS buffer can store, the batches currently running on the AS change to the "Held" status. This default setting can be changed for specific units in the AS.

Additional information is available in the manual SIMATIC BATCH Blocks V8.0 > Interface blocks > BATCH interface blocks > UNIT_PLC > Command interface for influencing the entire unit.

Temporarily storing events in the AS in the buffer memory

If the communication from the AS to the BATCH server breaks down or the server itself fails, batch processing in the automation system continues until the next synchronization line or to the end of the batch. This is also the response in a redundant scenario during the failover phase and in the event of both BATCH servers failing. The corresponding events (the number depends on the size of the AS memory) are stored temporarily in the AS until they are fetched by the runtime component of the BATCH server.

When the buffer is full, the AS sends a message to the PCS 7 OS. You can use a parameter on the UNIT_PLC block to specify whether the control recipe should continue to run or whether the unit should switch to a previously defined state.

Additional information is available in the manual SIMATIC BATCH blocks V8.0> Interface blocks > BATCH interface blocks > UNIT_PLC > Settings for communication monitoring and for the communication buffer.

3.6 Configuration limits

3.6.1 Definition of configuration limits

Definition

The quantity structure in SIMATIC BATCH describes the quantitative load on the process control system when executing batch processes. A distinction is made between the quantity structure for AS-based and PC-based modes.

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Based on the quantity structure, you can calculate the number of BATCH servers and the number of automation systems for the planned process cell and select suitable dimensions for them. The load can also be analyzed in advance. This is intended to reduce the automation costs and to improve the quality, yield, safety, process cell utilization and productivity.

Quantity structure information can, however, only provide a rough guide for planning the components of a process cell. For example, batches with a short duration (minutes up to a few hours) with large numbers of setpoints put significantly more load on a SIMATIC BATCH server (PC-based operation) or an automation system (AS-based operation) than batches with few setpoints and a duration of several days.

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Product introduction and installation

3.6 Configuration limits

3.6.2 Structures of batch process cells

Process cell configuration with SIMATIC BATCH

One possible structure of a complex SIMATIC BATCH process cell is shown in the following figure.

Image 3-3 Process cell configuration

Operating batch process cells

The "Process cell configuration" figure shows that three batch process cells can exist completely independently of each other on one common terminal and plant bus. Normally, however, one batch process cell is adequate. A distribution over several batch process cells is necessary only with very complex process engineering plants with an extremely large quantity structure.

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Redundant SIMATIC servers increase robustness and protect against failures. For the ASbased mode, a BATCH server pair must always have a network connection to the terminal and to the plant bus.

The automation system (AS) is connected to the plant bus and communicates with the servers.

You run process control and process operation on clients.

Process cell design

Important characteristic values for the dimensions of your batch process cell are as follows:

● Number of automation systems per batch process cell

● Number of clients per batch process cell

● Number of servers per batch process cell

● Number of batch process cells in a process control system

● Here, you need to take the performance specifications of SIMATIC PCS 7 into account.

Additional information

Product introduction and installation

3.6 Configuration limits

●

PCS 7 - Configuration Manual Engineering System, Connecting Network Nodes to Ethernet

●

PCS 7 - PC Configurations and Authorizations

3.6.3 Basics for calculating the performance of both operating modes

The data shown provides you with guide values that indicate which load states related to typical data or basic data can be reached in your BATCH process cell both in PC-based and AS-based mode and how you can select suitable dimensions for your process cell. This allows you to estimate overload situations in advance and to include these in your planning.

The measured results are shown in the following section "Measured results for calculating the performance of both modes".

Hardware and software basics

The following hardware and software was used:

● Automation system used CPU 417-4XT05-0AB0

● The PC used for the measurements is equipped with the hardware recommended by

SIMATIC PCS 7

● In PC-based mode, the blocks relevant to SIMATIC BATCH are installed in OB32 (1 second

cycle), recommendation from the section "Introduction" (Page 143)

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Engineering data (equipment properties)

Number of units 50 Number of materials 100 Number of qualities per material 2

Recipe data

To calculate the performance data, a hierarchical recipe with the following characteristic data is used.

Configured recipe data in the BATCH Control Center:

Number of RUPs per RP 10 Number of ROPs per RUP 10 Number of RPHs per ROP 15 Number of RPHs in simultaneous branches 5 Number of transitions per ROP 15 Number of conditions per transition 5 Number of header parameters per recipe / formula 100 / 10 Number of parameters per RPH 15 Number of parameters per control strategy 10 Number of active RUPs per RP 3 Number of process tags per RUP 5 Number of process tags per ROP 3 Number of configured electronic signatures (ESIG) in an RP 3 Number of of active RPHs within a batch 3

Batch data

Number of planned batches 100 Number of batches per order 100 Number of batches to be created simultaneously 100 Number of released batches 100 Number of batches to be released simultaneously 100 Number of batches running simultaneously 100 Number of of active RPHs within a batch 3 PC-based

30 AS-based

Number of of active RPHs within a batch process cell 30 PC-based

350 AS-based Number of opened batches (control recipes) on all BATCH clients 30 Number of batches to be completed simultaneously 50 Number of batches to be archived simultaneously 30 Number of batches to be deleted simultaneously 30 Number of active BATCH clients (BATCH Control Center) 5

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Duration of the RPH 10 min Duration of the transition 10 s Acquisition cycle of the archive tags 10 s Execution of step change simultaneous

3.6.4 Measured results for calculating the performance of both operating modes

The measured values depend on the project, the equipment and load of the PC being used and can differ from the times shown here. The times were calculated with the hardware recommended by SIMATIC PCS 7.

Result, measured value (offline)

For the measured times, it is assumed that the step changes execute simultaneously and are not processed with a time offset. Simultaneous step changes mean maximum load.

Acquired data:

Action Runtime Creating a recipe / library < 2 s

Deleting a recipe / library < 4 s Creating a formula < 2 s Deleting a formula < 2 s Creating a material < 2 s Deleting a material < 2 s Releasing for testing / production < 90 s Opening a recipe / library < 4 s Checking a recipe for validity / releasing < 75 s Creating an order < 2 s Creating a batch < 20 s Release batch < 75 s

Result, measured value (online)

When processing the basic recipe described, a PC equipped with a size of the SIMATIC BATCH online database has a 30% processor load.

Definition of step change: A step change means that a recipe phase was completed, a transition run through and the following recipe phase was started. This means that at least 3 recipe objects are involved in a step change. In practice, however, there are often more than 3 recipe objects involved, for example in simultaneous branches, alternative branches or when there is synchronization. As an average value, approximately 5-7 recipe objects are assumed per step change.

Action Runtime Start batch < 3 s

HOLD command < 2 s!

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Action Runtime RESUME after HOLD command < 2

PAUSE command < 2 s RESUME after PAUSE command < 2 s Close batch 5 to 10 min Archive batch < 50 s Change parameter < 3 s Step change time 4 s PC-based

Result of the AS runtimes for AS-based mode

The measured results shown in the following table serve as the basis for the calculations made below.

Recipe structure AS runtime Completing recipe phase (average measured value) 1.8 ms

< 1 ms AS-based

These measured values result in a step change time of 8.4 ms (1.8 ms + 5 * 0.07 ms + 4 ms + 1.9 ms + 5 * 0.07 ms) for a recipe phase with 5 parameters. As a result, with, for example, 100 simultaneously active recipe phases and 32 simultaneous step changes, the recipe processing time can be calculated as follows:

Recipe processing time = 32 * 8.4 ms + 100 * 2 ms = 469 ms.

This calculation does not, however, apply to parallel branches, alternative branches or when there is synchronization since more than three recipe objects are then involved in a step change. 32 simultaneous step changes with such constructs would lead to a loss of performance.

A reduction in the number of simultaneous step changes increases the number of simultaneously active recipe phases and vice versa.

To guarantee optimum performance in the automation systems, remember the following:

● The calculated total cycle time (times for communication, firmware, recipe processing and user program) should always be shorter than the cycle time of the OB in which the UNIT_PLC and the user blocks are installed.

● Take into account all the CPU requirements relating to the cycle time (you should also refer to the documentation for the automation system S7-400 CPU Data).

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Distributed over all the automation systems connected to the BCS, the BCS can:

● Have a brief peak load (max. 1 s) of up to 200 simultaneous step changes. In this case, a

maximum of 200 recipe phases that do not execute a step change can also be active. To ensure that the BCS and AS continue to operate synchronized with each other following such peak loads, you must ensure a recovery time of that least 60 s.

● Be run in continuous operation with not significantly more than 350 simultaneous, active

recipe phases. In this case, an average of 2 step changes may be active per second.

Result of the determination of memory requirements (data blocks) for AS-based mode

The following table shows the minimum memory requirements (data blocks) of the CPU for AS-based mode.

Memory allocations Description Memory requirements in KB Static part. Occupied by system. Communication (Event Send) 56

Function blocks 60 Function calls 41

Dynamic part. Occupied by settings in the BATCH configuration dialog.

per unit 57 per recipe unit procedure (RUP) 128

Based on the recipe data from the section "Basics for calculating the performance of both modes", the actual memory requirements can be calculated as shown below.

Note

For this performance determination, the units must be configured within one automation system and the recipe unit procedures must all be active at the same time.

Sample calculation (AS-based mode only)

Memory allocations Description Memory requirements in KB Static part. Occupied by system. Communication (Event Send) 56

Function blocks 60 Function calls 41

Dynamic part. Occupied by settings in the BATCH configuration dialog.

Memory requirements Total in KB: 2007

10 units 570 10 simultaneously running recipe unit

procedures (RUP)

1280

Based on this calculation, it can be seen that the AS requires at least 2007 KB of memory for the recipe logic. You set the memory required for the recipe logic as a percentage of the entire work memory in the BATCH configuration dialog for the CPU.

To determine the amount of required memory for a CPU, you need to add the standard BATCH blocks (SFC type, SFC, IEPH etc.) and the blocks for process control (drivers, actuators, sensors etc.).

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Typical performance data for the two operating modes

The following quantity structure for AS-based mode represents a complex process cell.

Requirement for the AS: A recipe of the size shown below can be downloaded to and processed for the recipe logic assuming that the AS has a work memory capacity of 30 MB, 60% of which is being utilized.

Result: The following table specifies from a SIMATIC BATCH perspective how the automation system can be configured taking into account the conditions listed above.

Automation system (AS) Setpoints/parameters per RPH

48 setpoints/parameters per recipe phase with a maximum of 5 text string setpoints/parameters and a maximum of 32 characters per text string

RPHs per ROP 96 recipe phases and transitions (total quantity) per recipe operation

(ROP) ROPs per RUP 20 recipe operations (ROPs) per recipe unit procedure (RUP) RUPs per AS 16 units per AS with 48 setpoints/parameters per recipe phase

(RPH)

BATCH capacity limits Number Number of batches that can run simultaneously in a batch process cell 64

Number of recipe phases (RPH) that can run simultaneously in a batch 150 Number of recipe phases that can run simultaneously in a batch process cell 300

Regardless of the data listed in the table above, in each AS a maximum of 100 recipe objects, for example recipe operations, recipe phases and transitions, may change their status per second. In this case, the time taken for recipe processing accounts for approximately 60 to 70% of the maximum automation system cycle load.

We recommend that you do not process more than 300 active recipe phases on a BATCH server (nor a redundant server).

Note Number of recipe phases running simultaneously

Depending on the frequency and how often step changes occur, the SIMATIC BATCH server can process significantly more than 300 active equipment phases/operations.

Report creation and archiving

SIMATIC BATCH can process data (XML archive file) up a maximum of 200 MB in a report. This applies only when using the XML format with SIMATIC BATCH version V7.0 or earlier. With SIMATIC BATCH V7.0 SP1 or later, this restriction no longer applies to reports due to the use of a new XML format.

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This quantity of data is made up as follows:

● Size of the batch process cell (PCell)

● Number of recipe phases/recipe operations run through Also include multiple processing

in loops.

● Number of recipe parameters

● Number of trends and the number of measured values per trend. Also take into account

the duration of the recording and cycle time.

The following average data quantities can be used for an estimate:

● approx. 1.1 MB for 100 recipe phases

● approx. 0.5 MB for 100 recipe parameters

● approx. 0.05 MB for 1 trend with 300 measured values

● approx. 0.1 MB for 1 trend with 600 measured values

The situation could be critical with the following recipe constellations:

● Recipe phases run through large numbers of loops.

● Incorrect cycle times are configured for trend archives in WinCC.

The number of measured values is calculated from the duration of the trend divided by the acquisition cycle time (for example 6000 s runtime for the trend / 10 sec. cycle time = 600 measured values). The number of measured values for trends can be limited to approximately 1000 measured values that are adequate for a good overview. A maximum of 50000 measured values are possible per trend.

Note

A cycle time of 1 second and 24 hours runtime mean 86400 measured values.

A recipe with 1500 recipe phases would result in an archive data size of approximately 30 MB for approximately 6 hours runtime.

Exceeding the specified recommendations means that batch reports and possibly also the archiving of batches are no longer possible.

3.7 Security aspects

With the increasing networking of processes in automation, matters concerning all aspects of IT security are becoming more and more important. Consider all security aspects before commissioning the hardware and software. You will find information about this with the following link: www.siemens.com/pcs7-documentation (

mcms/industrial-automation-systems-simatic/en/manual-overview/tech-doc-pcs7/Pages/ Default.aspx)

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

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3.7 Security aspects

SIMATIC PCS 7 makes the following documentation available:

● PCS 7 Compendium Part F - Industrial Security This document presents the "Defense in Depth" security concept with example configurations.

● SIMATIC PCS 7 Security Manuals These documents contain important information on the following topics:

– Security concept

– Virus scanners

Note Security aspects of SIMATIC BATCH

Shared directories, data, and archives must be continuously protected by suitable security mechanisms. Note this for the following functions, in particular:

● Archiving batches (Batches > Archiving > Archiving method (Page 745) ) If you are using one of the following methods for archiving, the storage locations of the archives must be protected:

– "Directory" – "FTP server"

● Protecting backup files (Backup (Page 1076)/Restore) (Page 1076) and Export/Import (Page 321) You must protect these files (.sbx) because SIMATIC BATCH does not provide recognized protection mechanisms for these files at present. One possibility is to create access permissions for accessing the directory.

● Printing in process mode in the BatchCC/BATCH recipe editor To avoid intervention in the operating system, devices/printers such as XPS printers or PDF printers must not exist or not be selectable in print dialogs. Remove such devices or printers in the Windows Control Panel.

● Settings for secure process mode To prevent intervention in the operating system, you need to configure the user rights accordingly. Remove all rights that are not absolutely necessary for process mode. We recommend that you do not grant rights for the commands "Back up", "Export" and "Import" for process mode, as these commands could allow intervention in the operation system. The assignment of rights enables you to regulate all access in accordance with your own wishes and thus guarantee secure process mode.

SIMATIC BATCH system

To increase security, we recommend that you use the "NTLM" mode for communication of the SIMATIC BATCH system.

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Additional information

● You will find information about the "NTLM" mode in the following section:

Configuring the security settings on the SIMATIC BATCH server (Page 77).

● You will find information on the archiving method "SQL Server" in the sections:

– Basic principles (Page 467)

– Create SQL Server database (Page 468)

– Setting up an SQL server (Page 470)

– Batches > Archiving > Archiving method (Page 745)

– User credentials (Page 856)

3.8 Configuring the security settings on the SIMATIC BATCH server

Security settings

You can increase the security of the communication of the SIMATIC BATCH system.

We recommend that you set the "NTLM" mode.

● For a new installation of version V8.2, the following applies:

On completion of the setup, configure the “NTLM” mode manually on all servers involved.

● The following applies to updates of a version lower then V8.2:

The system is automatically configured in the "Compatible" mode. To use the increased security, configure the "NTLM" mode manually for all servers involved.

Note

With a redundant server set the same mode on both servers.

Requirements for manual configuration

● In Windows a user account (login) incl. password has been created.

● The user is a member of the SIMATIC BATCH group and a member of the administrators

group..

● The user has the right "Login as service" (1).

● We recommend that you set the runtime of the password so that it never elapses.

● BATCH Runtime and the BATCH project are exited.

Procedure

1. Right-click on the symbol "BATCH Launch Coordinator" in the Windows taskbar.

2. Select the command "Change security settings ...".

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3. Click on the "Yes" button. in the "User Account Control" dialog box.

4. Select the "NTLM (recommended)" option.

5. Enter the user name in the "Login" input box.

– For the local user

" \User name"

Note

Even if "dots" are shown in the input box for the password, you need to enter a valid password.

– For the user of a domain

"Domain\User name"

6. Enter the password in the input box.

7. Click on the "OK" button.

8. Select the command BATCH Project > Start"

Result

The SIMATIC BATCH server system uses the NTLM mode.

Note

If the password elapses, the user is disabled or deleted, the SIMATIC BATCH server system does not operate.

"Compatible" mode

If the "NTLM" mode does not work correctly, change the mode to "Compatible".

In this mode, the SIMATIC BATCH server system operates as in the past.

Additional information

You will find information on security aspects the section Security aspects (Page 75).

(1) You will find information on the right "Login as service" in the documentation of Windows.

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3.9 Installation

3.9.1 Delivery type of SIMATIC BATCH

Program packages

SIMATIC BATCH is delivered in different program packages for engineering and process mode (Runtime). Within the setup of SIMATIC PCS 7, you choose the appropriate programs for installation depending on the intended use of the PC.

The following program packages are available for SIMATIC BATCH:

Table 3-1 BATCH program packages and their components

Product introduction and installation

3.9 Installation

Intended use Program

package

PC as engineering Station (ES) with BATCH engineering.

PC as BATCH Single Station with all available BATCH com‐ ponents for engineering and runtime (WinCC and BATCH).

PC as classical BATCH Server with BATCH Runtime

PC as OS Server with WinCC Runtime, BATCH Faceplates, and BATCH Communication Connector

PC as OS Client with BATCH Faceplates

BATCH engi‐ neering

BATCH Sin‐ gle Station

BATCH Serv‐ er

OS Server for BATCH

OS Client for BATCH

Components Authorizations

● BATCH Base

● BATCH Builder

● BATCH Blocks

● BATCH WinCC Client Options

● BATCH WinCC Server Options

● BATCH WinCC APL Client Options

● BATCH Base

● BATCH Builder

● BATCH Fast Objects

● BATCH Client

● BATCH Server

● BATCH Blocks

● BATCH WinCC Client Options or BATCH WinCC APL Client Options

● BATCH WinCC Server Options

● BATCH Base

● BATCH Server

● BATCH Fast Objects

● BATCH WinCC Server Options

● BATCH WinCC Client Options or BATCH WinCC APL Client Options

Without license

● BATCH Server or BATCH Single Station System

● BATCH Single Station User or BATCH Client and BATCH Recipe System

● BATCH Unit

● BATCH Server or BATCH Single Station System

● BATCH Unit

Without license

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Product introduction and installation

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Intended use Program

package

PC as classic BATCH Client BATCH Client

Information server on which the SIMATIC BATCH reports are created

You install the required SIMATIC BATCH software package on the appropriate PCs depending on the type of system you have. The accompanying authorizations are required to use the BATCH software packages. The acquired authorizations are managed with the Automation License Manager.

The SIMATIC BATCH COM API package is an optional package for SIMATIC BATCH. It provides you with an interface for accessing SIMATIC BATCH data and initiating actions with function calls. If authorization is not available, you still have read access to the data. With authorization, you also have write access to the data.

Additional information

Authorizations (Page 83)

Components Authorizations

● BATCH Base

● BATCH Client

● Information Server - BATCH Options

BATCH Single Station User or BATCH Client and BATCH Recipe System

Without license

3.9.2 SIMATIC BATCH Basic

Authorization characteristics of SIMATIC BATCH Basic

SIMATIC BATCH Basic requires no separate installation. A BATCH client that checks the authorizations on a BATCH server to distinguish SIMATIC BATCH and SIMATIC BATCH Basic. The scope of functions for BATCH clients depends on the authorizations transferred to the BATCH server. BATCH clients are, for example, instances of BatchCC, BATCH OS controls or API clients.

If a BATCH server contains both the authorization for SIMATIC BATCH and SIMATIC BATCH Basic, the higher authorization is used with full functionality.

Functional scope of SIMATIC BATCH Basic

The following functions are not available or only available in restricted form in SIMATIC BATCH Basic:

● The "Libraries" and "Formulas" folders are not displayed in the project tree of BatchCC. The libraries and formulas can therefore not be used. If you import a system backup containing libraries or formulas, the two folders and the objects they contain are shown in BatchCC. In this case, the library or formula can be released, but not the recipe that uses the library or formula.

● No "Synchronization" tab in the properties dialog for recipe engineering. This means the connection to MES (MES_Sync_Request) cannot be configured or used.

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● No "Transfer parameters" tab in the properties dialog for recipe engineering. This means

the connection to SIMATIC Route Control cannot be configured or used.

● No release of recipes that contain command steps or monitoring objects. A list of errors

preventing release is displayed for the plausibility check and and attention is drawn to insufficient licenses.

● No OSC. This means recipe structures cannot be changed in runtime.

● No electronic signatures (ESIG). This means that electronic signatures cannot be

configured in the recipe engineering or subsequently used in batches.

● The use of the following extended recipe structure elements (extended SFC structures) is

not possible:

– Insertion of library references

– Insertion of command steps

– Insertion of monitoring

Display of the reduced range of functions in the user interfaces

If you authorize SIMATIC BATCH Basic, the functions described above are either not displayed in the interface menus and dialogs, or they are grayed out. In both cases, the functions are not available.

Product introduction and installation

3.9 Installation

Handling of structural elements from recipes through restore and import

Recipes that you obtain through import or restore in BatchCC are subjected to a plausibility check. If these recipes contain elements such as "Monitoring", "Command step" or "Library reference", the plausibility test will fail because the contained recipe elements are not authorized. Save these recipes with a new name, remove the objects preventing release, and release the recipe once again.

3.9.3 Requirements for installation

Important information in the readme files

When installing SIMATIC BATCH, the hardware and software requirements for SIMATIC PCS 7 apply. The requirements for the installations are described in the file "PCS 7 readme" and in the "SIMATIC BATCH readme".

You will find the following information in the file"SIMATIC BATCH Readme" or "sbreadme.mht":

● The hardware requirements for the systems to be installed

● Software requirements for the systems to be installed

● Required disk space

● Latest information and limitations

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Both files can be found on the product DVD and you should read them prior to installation. They will provide you with important information on installation. You can find the "PCS 7 Readme" in the main directory of the data medium with the name "pcs7-readme.rtf" and the "SIMATIC BATCH readme" in the subdirectory "..\60_SB__V8.0\SBBASEEU\setup" with the name "sb-readme.mht". You can display and read both files on the monitor or print them out.

After installing the software packages, the two files are stored in the following path: Start > SIMATIC > Information > Language selection > PCS 7 - Readme / SIMATIC BATCH readme.

Installation procedure

SIMATIC BATCH contains a setup program that installs the software automatically. Depending on the operating system configuration, the setup program starts automatically once the DVD is inserted in the drive. If this does not happen, you can start the setup program manually from the DVD.

The wizard started with the setup program guides you through the installation procedure step by step and, after querying the user data and required configuration, starts the actual installation process.

Access permissions for the operating system set by SIMATIC BATCH

After the installation, SIMATIC BATCH configures the local group "SIMATIC BATCH" in the Windows user and group management. The members of this group have full access to the SIMATIC BATCH shared folder "sbdata" . The user who installed SIMATIC BATCH and the local administrator are entered automatically in this group. Additional members of this group must be added manually by an administrator.

Additional information

● Make sure that you read the latest information on SIMATIC BATCH in the "sb-readme.mht" file on the software DVD.

● You fill find detailed information about the installation requirements of the PC stations for PCS 7 plants in the manual "PCS 7 - PC Configuration and Authorization".

3.9.4 Readme file with the latest information

Readme file

Note

Make sure that you read the latest information on SIMATIC BATCH in the SB readme file on the software DVD.

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How to open the readme file:

Product introduction and installation

3.9 Installation

● Double-click on the sb

● During the product setup, click the "Readme" button in the right hand pane for the "BATCH

Base ..." component or

● from the Start menu of Windows:

Start > SIMATIC > Information > English > SIMATIC BATCH - Readme

3.9.5 Authorizations

General information

To use SIMATIC BATCH software, you require authorizations (licenses, license keys). Software protected in this way may only be used if the Automation License Manager (ALM) finds installed authorizations for the relevant installed software package. See the table below for SIMATIC BATCH client authorizations. In ALM, you can configure which PC in the network should be searched for licenses. SIMATIC BATCH server authorizations must be located on the SIMATIC BATCH server concerned, as the employed SIMATIC BATCH software will search for them there. If the appropriate authorizations are not detected, a dialog regularly appears informing you of the missing authorizations, which is inconvenient while you are working.

The authorizations required for SIMATIC BATCH are on the authorization data medium that ships with the product.

readme.mht on the DVD ROM,

To transfer the authorization from the authorization data medium to the hard disk of the PG/ PC, use the "Automation License Manager" program in the Windows start menu under Start > Programs > Siemens Automation > Automation License Manager.

If you have followed the SIMATIC PCS 7 installation instructions, you will already have transferred the required authorizations from the authorization data medium to the hard disk of the PG/PC during the installation of SIMATIC PCS 7. If not, you can subsequently transfer the required authorizations to the PCs or back to the authorization data medium at any time using the "Automation License Manager" program.

Transferring authorizations

The number of individual authorizations is recorded by a counter. When transferring a authorization from the authorization data medium to the hard disk of a PC, the counter on the data medium is decremented by 1. If the counter (number of authorizations) reads "zero", no more authorizations are available on the authorization data medium.

You can find detailed information on handling authorizations in the basic help of the SIMATIC Manager and in the Automation License Manager help.

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Product introduction and installation

3.9 Installation

Adding authorizations

If you require a larger number of units due the requirements of your project, you will need to use ALM to transfer a new, extended authorization from the authorization data medium to the relevant PC. Licenses for units for SIMATIC BATCH are derived from the number of "UNIT_PLC" unit blocks used.

Maximum distribution of SIMATIC BATCH software for use with all option packages

Depending on the use of a PC, e.g. as a BATCH server (BATCH master server, BATCH standby server) or BATCH client, different authorizations are required on the relevant PC.

The following authorizations are available for SIMATIC BATCH:

Intended use License Key / Product Version Note SIMATIC BATCH server BATCH Server V8.2 This license is required on a BATCH server PC. In the

case of a redundant configuration, this license is required on both BATCH server PCs.

If this license is available on a BATCH server, it offers a connected BATCH client the full range of functions in BatchCC.

BATCH Basic V8.2 This license is required on a BATCH server PC. In the

case of a redundant configuration, this license is required on both BATCH server PCs.

If this license is available on a BATCH server, it offers a connected BATCH client a limited range of functions in BatchCC.

BATCH 1 Unit V8.2 This license is required on BATCH server PCs. In the

case of a redundant configuration, this license is required on both BATCH server PCs. The number 1 indicates the number of possible, configurable units.

BATCH 10 Units V8.2 This license is required on BATCH server PCs. In the

case of a redundant configuration, this license is required on both BATCH server PCs. The number 10 indicates the number of possible, configurable units.

BATCH 50 Units V8.2 This license is required on BATCH server PCs. In the

case of a redundant configuration, this license is required on both BATCH server PCs. The number 50 indicates the number of possible, configurable units.

BATCH API V8.2 This license is required on BATCH server PCs. In the

case of a redundant configuration, this license is required on both BATCH server PCs. The license authorizes you to use the Application Programming Interface.

Upgrade package BATCH server

BATCH Single Station System

V8.2 Entitles you to install the latest updates of SIMATIC

BATCH on a BATCH server.

V8.2 This is a license bundle, containing the following individ‐

ual licenses: BATCH Server.

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Intended use License Key / Product Version Note SIMATIC BATCH Client BATCH Client V8.2 This license is required on each PC on which BatchCC

is to be installed and used, regardless of whether this is a BATCH server or a BATCH client. Any number of BatchCC and BATCH OS Control instances can be star‐ ted and operated on this PC.

BATCH Recipe System V8.2 This license is required on each PC on which recipe en‐

gineering is to be performed, regardless of whether this is a BATCH server or a BATCH client.

Upgrade package BATCH Client

BATCH Single Station User

V8.2 Entitles you to install the latest updates of SIMATIC

BATCH on a BATCH client.

V8.2 This is a license bundle, containing the following individ‐

ual licenses: BATCH Client and BATCH Recipe Editor.

SB server products: You must have one of the BATCH UNIT authorizations on a SIMATIC BATCH server. Depending on the number of configured units in your BATCH process cell, it may be necessary to transfer additional UNIT authorizations. UNITs and authorizations can be summed or counted here. Example: With a BATCH 10 UNITs and a BATCH 50 UNITs, you can operate a BATCH process cell with 60 units.

SB client products: The SIMATIC BATCH client authorizations are searched for both locally on a specified PC and on a PC specified in the network. The method of searching for authorizations in the network must be configured in the Automation License Manager.

SIMATIC BATCH server authorizations, such as BATCH UNIT authorizations, are searched for on the SB server. The message about missing authorizations is, however, output on a SIMATIC BATCH client.

Note

BATCH engineering: The number of units is the sum of the "UNIT_PLC" BATCH interface blocks. The number of configured and used units is displayed in the log that can be opened from the BATCH configuration dialog.

Note Missing authorizations

If neither trial licenses nor BATCH licenses are detected on BATCH PCs, all the actions you want to perform on BATCH clients are prohibited, except for the operation of batches that are already active. You can continue to operate, complete, and archive active batches.

Additional information

Display number of units (Page 194)

You can find more information in the following PDF documents:

Automation License Manager - Manual PCS 7 - PC configuration and authorizations

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3.9.6 Installing the components of SIMATIC BATCH

Installation

You start the SIMATIC BATCH installation programs during the SIMATIC PCS 7 system setup. On-screen prompts guide you step by step through the entire installation. The SIMATIC PCS 7 system setup is started with the normal Windows procedure for installing software.

Note

Make sure that you read the information on installing SIMATIC BATCH in the The readme file is on the same DVD as SIMATIC BATCH. You will find detailed information on installing and configuring the PC stations for SIMATIC PCS 7 process cells in the manual

Process Control System PCS 7; PC Configuration and Authorization

Installation options for the software components

The installation program of SIMATIC BATCH guides you through the installation.

Note that with a multiple station system, the installation program must be run on every client/ server PC.

At the start of the installation, the following software components are available for selection:

● BATCH Base (basic software, API; does not need to be selected as it is installed automatically)

● BATCH Builder (BATCH engineering)

● BATCH Client (Batch Control Center, BATCH Recipe Editor)

● BATCH Fastobjects (for database server)

● BATCH server (BATCH control server, batch data management)

● BATCH WinCC Client Options or BATCH WinCC APL Client Options (block icons and faceplates in classic or APL design, BATCH OS controls, and BATCH online help)

SB-readme

file.

● BATCH WinCC Server Options (block icons and faceplates in classic or APL design)

● BATCH blocks (SIMATIC BATCH blocks)

● Information Server BATCH Options (templates for batch reports on an Information Server)

All components are installed automatically. At the end of the installation, you will be asked for the path where you want to create the BATCH shared folder (database folder) "sbdata". The location suggested as standard will vary depending on the operating system. You can also specify your own folder path. Note that, depending on the operating system, it may be a hidden folder that you only make visible by changing certain folder options.

You can find the folder path to the BATCH shared folder as follows: Open the "Shares" folder in Computer Management under System > Shared Folders > Shares. The shared folder name is "BATCH" and the folder path is also displayed.

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BATCH BUILDER (BATCH Engineering)

Note

BATCH engineering is only installed if SIMATIC PCS 7 (SIMATIC Manager) has already been installed on the ES PC. It is possible to install only BATCH engineering on an ES PC without client or server functionality. This installation is perfectly adequate for configuring batch objects and their distribution. The BATCH blocks must be installed separately, if required.

BATCH WinCC Client Options or BATCH WinCC APL Client Options

BATCH faceplates and block icons are supplied in two variants:

● In the standard classic "BATCH WinCC Client Options" form

● In the style of the Advanced Process Library "BATCH WinCC APL Client Options"

Note Installation of Client Options

Product introduction and installation

3.9 Installation

Only one selection is possible during installation.

If one variant is already installed, SIMATIC BATCH setup only offers an update for this variant. However, you can convert to the other variant at any time after you have uninstalled the previous variant. Make sure that the same variant of the "BATCH WinCC Options" is installed and used throughout the entire system (ES, OS server, OS clients).

The following steps are crucial for automatic update to the new picture objects in APL style:

● Installation of the "BATCH WinCC APL Client Options" component

● Plant Hierarchy - Create / update block icons or compile the OS with the "Picture Tree"

option.

Note

Manually update process pictures which do not include automatically created and interconnected picture objects. Picture objects which you have copied manually from the "@PCS7Typicals_Batch.pdl" file and pasted into your process pictures are deleted.

● Running the OS Project Editor in WinCC.

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Product introduction and installation

3.9 Installation

Note Web plugins

A special web plugin is available for both variants of the WinCC Client Options. Depending on your selection, the corresponding web plugin is installed on a web server using the following path:

C:\ProgramFiles\Common Files\Siemens\webplugins

The Web Configurator copies the installed web plugin to the following path:

C:\Program Files\SIEMENS\WINCC\Webnavigator\Server\Web\install\custom

A web client receives its plugin from this path.

If you select a variant change of the faceplates, the corresponding web plugin is deleted in the following path.

C:\Program Files\Common Files\Siemens\webplugins

However, the Web Configurator does not delete the corresponding web plugin under C: \Program Files\SIEMENS\WINCC\Webnavigator\Server\Web\install\custom. Both web plugins can then be installed on the web client which can result in errors.

There are several options to prevent that an incorrect web plugin in installed on a web client:

● Always install the currently used web plugin on the web client in the end

● Only install the currently used web plugin on new web clients

● Delete the previous web plugin manually in the following path C:\Program Files\SIEMENS \WINCC\Webnavigator\Server\Web\install\custom

Uninstalling

Note

If you remove SIMATIC BATCH, you must always do this before removing the plant hierarchy (SIMATIC PH).

Installation in a redundant system

Note

A few particular requirements must be observed in a redundant PCS 7 system. A detailed description of the installation can be found in section "Redundancy (Page 54)".

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3.10 Plant update

Introduction

The following section describes the basic procedure for a plant update.

Read the information in the "PCS 7 Readme" file before beginning the system update.

A plant update includes:

● Replacement of existing hardware, such as PC, AS memory, network adapters

● If applicable, the installation of new operating systems, such as Windows 7 and Windows

Server 2008 R2 64-bit

● Installation or reinstallation of SIMATIC PCS 7 with SIMATIC BATCH = software update.

For the update, there are two possible options:

– With use of new functions

– Without use of new functions

● Update of PCS 7 project with SIMATIC BATCH = project update

Product introduction and installation

3.10 Plant update

Notes

● It is possible to use a "PC image" for the supported operating systems.

● If you select a 64-bit operating system, you may need to replace existing CP1613 A1 type

communications processors with a new CP1613 A2 for BATCH servers, BATCH clients and the ES.

● If you use the "AS-based" mode, it may be necessary to expand the memory of your

automation systems.

● Software update during operation (SUIR)

Older versions cannot be upgraded to version SIMATIC BATCH V8.2 during operation. The software update is once again supported in later versions. With the redundant SIMATIC BATCH server both servers must be completed using the SIMATIC BATCH start coordinator before a software update may be started. Before the servers can be restarted in redundant mode the security settings on both servers must be set to the same mode (either only “Compatible" or only “NTLM”). If this is not the case, this can lead to disturbances in operation. With a software update of the servers the server security setting is initially set to "Compatible". With a new installation of servers before starting the server the server security setting (“Compatible" or “NTLM”) must be made. The restrictions do not apply to service packs and updates within the version SIMATIC BATCH V8.2. For more information about making the security settings data, refer to the section “Configuring the security settings on the SIMATIC BATCH server (Page 77)“

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Product introduction and installation

3.10 Plant update

● As of SIMATIC BATCH V7.0, enumerations are supported for the BOOL data type. If you use this type, now it will be interpreted as ENUM and no longer as BOOL. This results in a type change during generation, which means that the plausibility check will mark the release of such recipe objects as invalid when you update the plant in BatchCC. If you want to use recipe parameters of the Enumeration data type in master recipes, configure the ENUM data type instead of BOOL in the PCS 7 engineering.

● If you have configured a redundancy status display of the SIMATIC BATCH server in a process picture on a WinCC client in a previous version of SIMATIC BATCH, it must be removed in order to update the system to SIMATIC BATCH V8.2. Instead, use the icons in the status bar of BatchCC to display and check the status of the BATCH server.

Software update

You can update PCS 7 projects of the following SIMATIC BATCH versions SIMATIC BATCH V8.2:

● SB AS based

– SB AS based V6.1 (incl. SPs and HFs) (only with Siemens Support)

– SB AS based V7.0 (incl. SPs and HFs)

● SB

– SB V6.0 (up to SP3 and HFs) via SB V6.0 via SB V6.1 SP3

– SB 7.0 (incl. SPs and HFs)

– SB 7.1 (incl. SPs and HFs)

– SB V8.0 (incl. SPs and UPDs)

– SB V8.1 (incl. SPs and UPDs)

Special notes

If the software was updated from one of the following versions to SB V8.0, SB V8.1 or SB V8.2, the SB data can only be updated using Restore (in the BCC).

● SB V6.0 (up to SP4 including HFs)

● SB V6.1 (incl. SP3 and HFs)

● SB V7.0 (incl. SP1 and HFs)

● SB V7.1 (incl. SP1 and HFs)

● SB V7.1 (incl. SP2 and HFs)

Preparations for a software update

1. Archive closed batches in the BATCH Control Center.

2. Create a backup of your BATCH process cell in the BATCH Control Center.

3. Archive your PCS 7 project in the SIMATIC Manager.

4. If necessary, replace existing hardware, such as PC, AS memory, network adapters.

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5. Select the recommended Windows operating systems for the PCs of your process cell

configuration (SB servers, SB ).

6. Install the operating system.

You can use images that have already been created.

Software update (standard)

1. Update the software on the engineering station (ES).

2. Update the software on the SB server computer.

3. Update the software on the SB client computer.

4. After a successful update and reboot of the computer, start your SB system.

Note

Since on a single station system, the SB server and the SB clients are installed on one computer, a software update is only required once.

Product introduction and installation

3.10 Plant update

Software update during operation (SUIR)

To keep the process continuously controllable during a software update, a redundant SB server is required.

Note the following order during the procedure:

1. Update the software on the engineering station (ES).

2. Update at least one SB client and the SB standby server.

3. Start the updated SB client and the SB standby server after successful updating and

rebooting the computers..

4. Check the status of the SB server.

The SB server data on the standby server are compared completely with the master server when the standby server reports the status "Listening". You can check the status of the SIMATIC BATCH server using the symbol of the BATCH start coordinator or using the shortcut menu command "BATCH status...”.

5. Check the corresponding WinCC status messages in the Alarm Logging "CDV on BATCH

server "server name": CDV is ready for operation". The message is only displayed when no PH is configured. The SB standby server is ready to take over when the WinCC status message is displayed.

6. Shut down the SB master server.

This produces a redundancy failover. The updated SB standby server becomes the SB master server.

7. Update the previous SB master server and all clients that have not yet been updated.

8. After a successful update and reboot of the computers, start the previous SB master server

and the SB clients. The previous SB master server is now the SB standby server.

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3.10 Plant update

9. Check the status of the SB server. The SB server data on the standby server are compared completely with the master server when the standby server reports the status "Listening". You can check the status of the SIMATIC BATCH server using the symbol of the BATCH start coordinator or using the shortcut menu command "BATCH status...”.

10.Check the corresponding WinCC status message in the Alarm Logging "CDV on BATCH server "server name": CDV is ready for operation". The message is only displayed when no PH is configured.

11.The update of the redundant SB system is now complete.

Note

Older versions cannot be upgraded to version SB V8.2 during operation.

Note the paragraph “Software update during operation (SUIR)” in the section”Notes”.

Procedure after a software update

1. Authorize all the PCS 7 software components used on all PCs in the Automation License Manager.

2. Retrieve your PCS 7 project in the SIMATIC Manager.

3. In HW Config, configure new hardware components, for example, a new communications processor.

4. Open all the current block libraries and update the blocks used in your PCS 7 project with the command Options > Charts > Update block types.

5. If you use the "AS-based" mode, the "IUNIT_BLOCK" block from older SIMATIC BATCH versions must be replaced in all CFC charts by the extended block, "UNIT_PLC". To do this, drag it directly from the SIMATIC BATCH V8.2 library to the corresponding CFC charts and interconnect it again if necessary.

6. Update the "UNIT_PLC" block in the CFC editor under Options > Block types... > New

version .... This transfers the block from the chart folder to the block folder, "Offline".

7. Compile and download the CFC charts to the automation system.

8. Compile all PCS 7 operator stations (server, clients). Then, open each individual PCS 7 OS station within your PCS 7 project on the ES and run the OS project editor. When the WinCC Explorer is closed for each PCS 7 OS, download the current data to the appropriate destination stations.

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9. Perform the following configurations in the BATCH configuration dialog:

– If you use the "AS-based" mode, specify the current memory configuration and select

the percent to be allocated to the recipe logic in the AS.

– Generate and propagate batch types

– Compile and merge BATCH instances

– Adapt and update settings, if necessary

– Transfer BATCH messages to the relevant PCS 7 OS

– Download BATCH server. You may be notified about other actions that need to be

performed. Process cell data can only be downloaded to the BATCH server after performing the remaining actions.

10.Start process mode on all servers (OS, BATCH).

11.Perform a restore on a BATCH client and update the process cell data in BatchCC.

3.11 Time-of-day synchronization

Product introduction and installation

3.12 System properties

Time-of-day synchronization of all components involved

PCS 7 time-of-day synchronization must be planned, configured and used with SIMATIC BATCH.

The time on the AS serves as the basis for the time stamping of recipe element status transitions. This time must be synchronized with the time of the PCS 7 OS server and the clients so that entries in the BATCH reports and message list can be put into correct chronological order.

Additional information

● Set time of day (Page 480)

● Additional information can be found on the Siemens Industry Online Support page by

entering the manual title:

PCS 7 Time Synchronization

3.12 System properties

System properties

Note the following system properties for your configuration:

● Batches that use flat recipes cannot be executed in AS-based mode.

● Visualization and operator control of batches with flat recipes is not supported in the BATCH

OS controls.

● The interface blocks from SIMATIC BATCH V4.x contained in your project can continue to

be used in SIMATIC BATCH. A reconfiguration is not possible, however.

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3.12 System properties

● Valid only for recipe unit procedures (RUPs) executed in AS-based mode: Character strings containing more than 32 characters are truncated. Example: STRING values within transition conditions. At the start of the batch, a recipe conversion takes place in which character strings exceeding 32 characters are truncated.

● Number formats: When numbers are entered, displayed, and used further within SIMATIC BATCH, a comma is converted to a period. This means that a period is used as the decimal separator. A thousand separator is not used or displayed.

● In batch logs, process values are always output for the configured control strategy in the master recipe. If there is a control strategy discrepancy between SIMATIC BATCH and the function or operation type (EPH/EOP), the process values for the parameters are not fully logged.

Impermissible characters

The following characters are not permitted when assigning names in SIMATIC Manager: " / \ [ ] : | < > + ; , ? " * = . ! @ { } space

The names "EPH", "EOP", "UNIT", and "UNIT_PLC" are key words. Please do not use these names for name assignment of an SFC type in SIMATIC Manager. In addition, the following characters are not permitted when assigning names (name of the control strategy): Special characters except underscore and space

When the name of the control strategy is changed, for example, from "CONTSTRAT1" to "contstrat1" in the characteristics dialog for SFC types, this change to the control strategy name is not applied after the generation of the batch types.

The following characters are not permitted when assigning names of WinCC projects: , ; : ! ? " ' + = / \ @ * % [ ] { } < > space

The following characters are not permitted in AS/OS connection names: : ? " ' \ * % space

The following characters are not permitted when assigning names of hierarchy folders: " ' / \ %

The following characters are not permitted in global declarations (enumerations): space " % . ' \ ? * : @

Note

Also note the extensive information in the online help of PCS 7 OS (WinCC Information System). Search there for "impermissible characters". We recommend that you never use special characters when configuring in the SIMATIC Manager. The only exception is the special character [ _ ] (underscore).

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3.13 Using online help

3.13.1 Using help

Introduction

Information on SIMATIC BATCH is described centrally in the SIMATIC BATCH online help.

Contents

For configuration the SIMATIC BATCH online help offers access at any time to the complete documentation, which consists of the following components:

● Online help

● Release notes with important up-to-date information on SIMATIC BATCH

● SIMATIC BATCH installation instructions

Product introduction and installation

3.13 Using online help

Open SIMATIC BATCH help

● In the BATCH Control Center or in the recipe editor open the SIMATIC BATCH online help

via the "Help Topics" menu item in the "Help" menu. Alternatively you can open the SIMATIC BATCH online help via the <F1> button.

● If you are using the SIMATIC Manager, open the SIMATIC BATCH online help by selecting

an object in any view and then selecting "SIMATIC BATCH" in the context menu. In the BATCH configuration dialog "Configure batch process cell..." click on help.

3.13.2 Search

Searching in the online help

Introduction

The "Search" tab offers various options for configuring your search for maximum effectiveness.

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Expanding a search

To search for a complex term, use "*" as a wildcard. The asterisk stands for any character in any quantity

● Example: Searching for "*alarms" locates all topics containing the following words: "Alarms," "system alarms" "analog alarms" and "discrete alarms".

Note

In addition to the "*", the search item must contain at least one other non-wildcard character.

If you do not know the exact spelling of a term or you are searching for a series of terms, use "?" as a wildcard. The question mark stands for any single character at this position.

● Example: Searching for "T?p?" locates all topics containing the following words: "Type", "Tips", but not "Types".

Full-text search

To perform a full-text search, use quotation marks.

● Example: The "configuring graphic" search string returns all topics containing these words.

Search with Boolean expressions

You can perform a search with a logic operation by linking the search strings with the Boolean operators AND, OR, NEAR or NOT. Click the arrow next to "Enter search strings".

● Example: The search string "graphic" AND "configuring" returns all topics containing the word "graphic" and the word "configuring".

● Example: The search string "graphic" OR "configuring" returns all topics containing either the word "graphic" or the word "configuring," or both.

● Example: The search string "graphic" NOT "function key" returns all topics containing the word "graphic" but not the term "function key".

● Example: The search string "graphic" NEAR "configuring" returns all topics containing the word "graphic" and, within the next eight words, the word "configuring," or vice versa.

Note

When a search string contains one of the words AND, OR, NEAR, or NOT, the search item is interpreted as a Boolean expression. To nest a Boolean expression, use parentheses. Example: ("Graphic" AND "configuring") OR ("Graphic" NOT "function key").

Search for similar words

To search for words with similar spelling, enable "Search for similar words".

● Example: When "Search for similar words" is enabled, the search string "Mayor" returns all topics containing the words "Mayer," "Moyer," and "Meyor".

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Search in titles

To restrict the search for the search string to topic headers, enable "Search in titles only".

Search in search results

To restrict the search to those topics returned by the last search, enable "Search previous results". This sets a closer range of topics found.

Note

To search across all topics again, disable "Search previous results".

Sorting search results

To sort the topics found in alphabetical order, click "Title" or "Position". The topics are sorted in alphabetical order according to their title or position. The parent chapter associated with the topic found is indicated under "Position".

Product introduction and installation

3.13 Using online help

Reusing a search

In order to reuse one of the recent search strings, click the 'Enter search strings" arrow. Select a search string from the recent list, then click "Show topics".

Note

A search string is added to the recent list only if at least one topic was found containing the search string.

Highlighting search strings

In the view of a topic found, all instances of the search string are highlighted.

Note

Click the "Options" toolbar button to enable or disable highlighting of search strings.

Search within the topic

To search for terms within a topic, press <Ctrl+F>. You can search for whole words only, define the search direction, or case-sensitive. When "Whole words only" is disabled, the search string "Process" returns the term "ProcessValue" also. When "Whole words only" is enabled, only the word "process" is found.

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3.13 Using online help

3.13.3 Navigation

SIMATIC BATCH online help

To access a chapter, click on one of the main topics in the navigation window. The subordinate topics are shown in the right side of the display window.

SIMATIC BATCH online help toolbar

Symbol Brief description Availability

Hides the navigation area containing the tabs. In this case the SIMATIC BATCH online help requires less space on the screen.

Shows the navigation area containing the tabs.

Navigates to the recently opened topic. This is not the first topic shown.

The navigation area is shown.

The navigation area is hidden.

Navigates to the next topic in a recent list of topics.

The topic is not the last in the list of recent topics.

Note

Icons labels are shown in the operating system language.

Tabs in the navigation area

The SIMATIC BATCH online help in the navigation area has multiple tabs. You access the online help topics differently in each tab.

Tab Meaning Contents In the table of contents you have direct access to every topic of the SIMATIC BATCH

online help. Index You can also open the "Index" tab di‐

rectly in SIMATIC BATCH in the "Help" menu via the "Index" com‐ mand.

Searching You can also open the "Search" tab

directly in SIMATIC BATCH in the "Help" menu via the "Search" com‐ mand.

Use keywords to find specific topics in the index. The string entered must match one

of the keywords in the index. A keyword is assigned one or several topics.

To display one of the topics found click on the "Display" button. You can also open a

displayed topic by double-clicking it.

To display the structure of the content of the displayed topic, click the "Contents" tab.

A search item is used to conduct a full-text search for topics. Click on the "Show

topics" button. Topics containing the search item in the header or text are located. To

display one of the topics found click on the "Display" button. You can also open a

displayed topic by double-clicking it.

To display the structure of the content of the displayed topic, click the "Contents" tab.

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"Contents" tab

Product introduction and installation

3.13 Using online help

Topics are organized into sections and subsections in the table of contents.

The buttons in the "Contents" tab have the following meaning:

Symbol Meaning

Click the icon to display the subsections and topics included in this section. The topic is displayed unchanged in the topic area. Click the icon to hide the subsections and topics included in this section. The topic is displayed unchanged in the topic area. Click the icon to display the overview for this section. Double-click the icon to display the overview for this section and, simultaneously, the sub‐

sections and topics included in this section. Select the "Open all" command in the shortcut menu for this icon to display the overview for

this section and, simultaneously, all subsections and topics of the table of contents. Navigate to subsections and topics of this section in the overview in the topic area. Click the icon to display the overview for this section. Double-click the icon to display the overview for this section and, simultaneously, to hide

the subsections and topics included in this section. Select the "Close all" command in the shortcut menu for this button to display the overview

for this section and, simultaneously, to hide all subsections and topics of the table of contents. Navigate to subsections and topics of this section in the overview in the topic area. This is a "Basics" topic.

This is an "Example" topic.

This is an "Operating instruction" topic.

"Search" tab

The other search options are described in the "Search" section.

Navigation bar in the display window

The SIMATIC BATCH online help has a navigation bar that is located at the top of the display window. The navigation bar provides links to other topics. The links are organized by link type. If you move the cursor to a link type, a list of additional links is displayed. Clicking a link brings you to the required information.

Note

A link type is not available in the navigation bar if no links of that type exist for the displayed topic.

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Link type Meaning In the section Links to headers of the displayed topic.

Instructions Color:

Links to handling instructions. Subjects that are classified as Operating instruction, whose title bars are shown

in light brown in the display window.

Examples Color:

Basic principles Color:

Events Events of previously viewed links. Options > Start This calls the main help page. Options > Back Navigates to the recently opened topic. Options > Next Navigates to the next topic in a recent list of topics. Options > Glossa‐ryOpens the help glossary.

Navigating with the keyboard

Instead of the mouse, use the keyboard to navigate.

Operation Function <Right> Displays in the table of contents the subsections and topics included in

<Left> Hides in the table of contents the subsections and topics included in the

<Up> Moves one row up in the table of contents. <Down> Moves one row down in the table of contents. <Page up> Scrolls upwards in the table of contents. <Page down> Scrolls downwards in the table of contents. <Enter> or <Input> Open or close the selected chapter

Links to examples. Subjects that are classified as Example, whose title bars are shown in light green

in the display window.

See also links to background information e.g. definitions, details, GUI. Subjects that are classified as Basics, whose title bars are shown in light blue in

the display window.

the section.

section.

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