WinCCflexible GettingStarted Options

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SIMATIC HMI

WinCC flexible 2008

Getting Started - Options

Getting Started

Printout of the Online Help

06/2008A5E00279943-04


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Safety Guidelines

This manual contains notices you have to observe in order to ensure your personal safety, as well as to preventdamage 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 aregraded according to the degree of danger.

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 prop-erty damage.

DANGER

indicates that death or severe personal injury willresult if proper precautions are not taken.

WARNING

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

CAUTION

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

CAUTION

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

NOTICE

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


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Qualified Personnel

The device/system may only be set up and used in conjunction with this documentation. Commissioning and oper-ation of a device/system may only be performed by qualified personnel. Within the context of the safety notes in

this documentation qualified persons are defined as persons who are authorized to commission, ground and labeldevices, systems and circuits in accordance with established safety practices and standards.

Prescribed Usage

Note the following:

Trademarks

All names identified by are registered trademarks of the Siemens AG. The remaining trademarks in this publica-tion 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 softwaredescribed. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the infor-mation in this publication is reviewed regularly and any necessary corrections are included in subsequent editions.

WARNING

This device may only be used for the applications described in the catalog or the technical description and only in

connection with devices or components from other manufacturers which have been approved or recommended bySiemens. Correct, reliable operation of the product requires proper transport, storage, positioning and assemblyas well as careful operation and maintenance.

Siemens AGAutomation and DrivesPostfach 48 4890327 NRNBERGDEUTSCHLAND

Order No.: A5E00279943-04 06/2008

Copyright Siemens AG 2008.Technical data subject to change


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WinCC flexible 2008 Getting Started - OptionsGetting Started, 06/2008, Printout of the Online Help

Table of contents

1 Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

2 Using Sm@r tAccess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.1 What is Sm@rtAccess? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.2 Configuring the MasterControlStation (master control PC) . . . . . . . . . . . . . . . . 82.3 Setting up remote control of the mixing station (TP 277). . . . . . . . . . . . . . . . 142.4 Displaying process data of the MixingStation (TP 277) in MS Excel . . . . . . . . 20

3 Us ing Sm@rtService . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243.1 What is Sm@rtService?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253.2 Notifying the field service technicians by e-mail . . . . . . . . . . . . . . . . . . . . . . 263.3 Viewing the HMI status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293.4 Displaying the CPU state . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373.5 Creating user-defined HTML service pages . . . . . . . . . . . . . . . . . . . . . . . . . 39

4 Production data acquisit ion by means of OPC . . . . . . . . . . . . . . . . . . . . . 464.1 What is OPC?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474.2 Configuring the BottlingStation as an OPC server. . . . . . . . . . . . . . . . . . . . 494.3 Configuring the engineering station as OPC client . . . . . . . . . . . . . . . . . . . . 51

5 Using Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565.1 What is Audit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575.2 Planning a regulated project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595.3 Creating a regulated project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615.4 Operating a regulated project in Runtime. . . . . . . . . . . . . . . . . . . . . . . . . . . 675.5 Backup of Audit Trails. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

5.6 Evaluating Audit Trails in AuditViewer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 775.7 Evaluating Audit Trails with DOS program . . . . . . . . . . . . . . . . . . . . . . . . . . 83

6 Us ing SIMATIC Logon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 886.1 What is SIMATIC Logon?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 896.2 Configuring SIMATIC Logon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

7 Using WinAC MP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 987.1 What is WinAC MP?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 997.2 Installing WinAC MP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1017.3 Operating WinAC MP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117


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1 Welcome


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Welcome to WinCC flexible Getting Started Options. We shall show you whatadditional configuration options are included in the WinCC flexible optional pack-ages.

With the fruit juice mixing plant project in Getting Started Advanced, you becamefamiliar with only one unit of the filling station. The filling station consists of thefollowing units:

Cleaning system (CleaningStation)

Fruit juice mixing system (MixingStation)

Packaging system (BottlingStation)


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1 Welcome

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All stations are monitored and operated by the shift manager directly from his

place of work (1). Users and user groups are managed centrally on the controlroom PC (1). Important user actions, such as editing recipes, must be confirmedby electronic signature and are logged to a separate log file. The sales manageruses MS Excel to view selected production data (2). The field service technicianin charge is informed immediately of any faults, and takes immediate serviceactions via the Internet (3). Production data acquisition ensures that all essentialprocess data are recorded and analyzed (4).

The Using WinAC MP 2007 section describes the alternative operation of the

entire filling station by means of Soft PLC.

This Getting Started Options shows you how to use the following options toimplement the scenario described earlier:

Using Sm@rtAccess

Using Sm@rtService

Production data acquisition with OPC

Using Audit


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Using SIMATIC Logon

Using WinAC MP 2007

RequirementsTo reproduce the configuration steps shown you need a PC which is connectedto the HMI devices TP 277 6 and MP 277 10 through the Ethernet.

You use the PC as master control station, as office PC, service PC, and as BDEPC.

The project is stored as self-extracting archive on the third WinCC flexible CD inthe folder Documents\[Language]\Getting Started,Project_GettingStarted_Options_WinCC_flexible_2007.exe (default path:C:\Temp). The project with Complete suffix contains the entire configuration.The project already contains the MasterControlStation, the TP 277 project fromthe Getting Started Advanced (MixingStation) and the BottlingStation.

The following IP addresses are used in this Getting Started as an example:

MasterControlStation (master control PC): 192.168.0.1

CleaningStation: Ignored in this Getting Started.

MixingStation (TP 277 6): 192.168.0.22 BottlingStation (MP 277 10 Touch): 192.168.0.23

CPU 317: 192.168.0.30

Subnet mask: 255.255.255.0.

You may also use HMI devices of the 177, 277 and 377 class. We do recom-mend, however, that you use a TP 277 6 because this allows you to use theproject from Getting Started Advanced.

The TP 177B PN/DP, OP 177B PN/DP and Mobile Panel 177 PN/DP HMIdevices can only be used with the Sm@rtAccess and Sm@rtService options.


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2 Using Sm@rtAccess


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2.1 What is Sm@rtAccess?

Sm@rtAccess allows remote access to process data, and the implementation of

cost-effective client/server solutions in the machine-oriented domain: Sm@rtClient concept

Remote control or monitoring of an HMI from another HMI system.

Communication between HMI systems

Read/write access to tags of remote HMI systems, based on the SIMATICHMI HTTP protocol.

Integration of HMI devices into the MS Office World

Read/write access of MS Excel to tags of remote HMI systems, based on theSimple Object Access Protocol (SOAP).

In our fruit juice mixing system example, the shift manager can thus access andcontrol essential process data of all stations remotely from his workplace (mastercontrol station). The marketing manager, on the other hand, uses MS Excel (onhis office PC) to obtain stock and production volume data.

Engineering tasks in particular:

Configure MasterControlStation (master control PC)

Setting up the remote control of the MixingStation (TP 277)

Showing process data of the MixingStation (TP 277) in MS Excel

2 Using


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2 UsingSm@rtAccess

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2.2 Configuring the MasterControlStation (master

control PC)

We shall use the GettingStarted_Options project to configure the master con-trol PC. The MasterControlStation PC has already been added to this project,and a plant overview screen was configured.

The project is stored as self-extracting archive on the third WinCC flexible CD inthe folder Documents\[Language]\Getting Started,Project_GettingStarted_Options_WinCC_flexible_2007.exe (default path:C:\Temp). The archive with Complete suffix contains the entire configuration.

1. Start WinCC flexible and open the GettingStarted_Options project.

The shift manager uses the station overview screen to obtain information aboutessential operational data of the MixingStation: the fill levels of the reservoirs andthe mixer speed.

The plant overview screen already contains space for operational data of thecleaning and filling systems. Those operational data, however, are insignificantfor this Getting Started and are thus not configured.


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Setting up the connection between the master control PC andthe HMI

Data exchange between the MasterControlStation (master control PC) and the

MixingStation (TP 277) HMI device is based on the SIMATIC HMI HTTP Proto-col. The MixingStation HMI is identified uniquely by its IP address192.168.0.22.

1. Configure the MixingStation HMI device as HTTP server:

2. Change to the MasterControlStation HMI device.

2 Using


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3. In order for the maintenance PC to disp lay the operational data of the

MixingStation, add a new connection MixingStation :


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4. Configure the connection:

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gSm@rtAccess

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Output of mixer speed values on the plant overview screen

1. On the MasterControlStation create the Client_MixerSpeed tag to

which the mixer speed of the MixingStation is written:

2. Select the Mixer_Speed tag from the MixingStation project:

This configuration scenario isonly feasible if both HMIs areassigned to the same project.


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3. In the PlantOverview screen, interconnect the I/O field Mixer speed

with the Client_MixerSpeed tags:

The mixer speed of the MixingStation is indicated in the I/O field of the plantoverview screen. You can create further tags on the master control PC for indi-cating filling levels and interconnect these with IO fields.

Client_FillLevelWater: FillLevel_Water

Client_FillLevelConcentrate: FillLevel_Concentrate

Client_FillLevelSugar: FillLevel_Sugar

Client_FillLevelAroma: FillLevel_Aroma

2 Using


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Sm@rtAccess

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2.3 Setting up remote control of the mixing station

(TP 277)

To allow intervention of the shift manager in the production process at any time

from his master control station PC, we shall configure a remote control of theMixingStation.

1. Create the MixingStation screen on the maintenance PC and add a

Sm@rtClient view:

2. Configure the Sm@rtClient view so that it automatically connects to the

TP 277 6 at the MixingStation (1) at the start of Runtime. Type in the

password 100:


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3. Adapt the Sm@rtClient view to the display size of the TP 277 6 :

4. Then create a screen change to the PlantOverview screen:

2 UsingSm@rtAccess


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Sm@rtAccess

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5. In the same way, create a change from the PlantOverview screen to

the MixingStation screen.


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6. Finally, activate the remote control on the Mixing Station (TP 277 6 )

HMI device:

7. Verify the following ControlPanel settings are set on the TP 277 6 HMI

device:

The IP address is 192.168.0.22.

The subnet mask is 255.255.255.0. The transfer settings are set to Ethernet.

8. On the HMI, call the loader menu to start the ControlPanel.

A change of the IP address isaccepted only after a restart ofthe HMI.

2 UsingSm@rtAccess


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Sm@rtAccess

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9. In the WinCC flexible Internet Settings dialog, set autostart for remote

control (2), and enter the password 100 (4):

These are default settings on the HMI device. If you decide to enter a differentpassword in the project, you also need to change it on the HMI device accord-

ingly.

Access control settings suchas passwords ensure thatonly authorized persons are

granted access to the HMIdevice.


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10.Download the project to the MixingStation HMI device:

2 UsingSm@rtAccess


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S @ ccess

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2.4 Displaying process data of the MixingStation

(TP 277) in MS Excel

We shall use the SOAP_Access Excel f ile to enable quick access to production

data for the sales department. The two VBA macros in this Excel file can be usedby the shift manager to read or set the current mixer speed of the MixingStation.Those VBA macros represent basic implementations and are therefore not suit-able for system operation.

The Excel file SOAP_Access is saved to the self-extracting archiveProject_GettingStarted_Options_WinCC_flexible_2007.exe.

1. Verify that the following conditions are satisfied:

Microsoft SOAP Toolkit version < 3.0 is installed on the programming device(office PC).

You can download Microsoft SOAP Toolkit from the Internet athttp://msdn.microsoft.com/webservices. Later versions of Microsoft SOAPToolkit are not overwritten and may be used in parallel.

Creating a macro

1. Start MS Excel on the programming device and run SOAP_Access :

The program code of the VBA

macros is open source. SelectOptions > Macro > VisualBasic Editor to view the pro-gram code.


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The Update values button reads the current value of the Mixer_Speed tagand displays it. The shift manager can use Set values to change the mixerspeed.

2. In WinCC flexible, enable the access to the tags for the MixingStationHMI device:

2 UsingSm@rtAccess


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3. Then download the project to the MixingStation HMI device:


In the ControlPanel under Communication on the HMI device MixingSta-tion is set as the Device name (network name).

The HMI device is entered in the lmhosts file (e.g. underc:\winnt\system32\drivers\etc).


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5. Show the current mixer speed in MS Excel:

6. Set a mixer speed between 400 and 800.


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3 Using Sm@rtService


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3.1 What is Sm@rtService?

Sm@rtService supports remote control of HMIs via the Internet for purposes ofservicing:

Remote control via Internet/Intranet

Remote control of an HMI system with the help of Internet Explorer

Access to service and maintenance data

Standard HTML pages on the HMI system, providing service / maintenanceinformation and diagnostic functions

E-mail support

Sending of e-mails on the basis of alarms and eventsThis reduces unscheduled shutdown periods and increases system productivity.

Using our fruit juice mixing plant as an example, that means the service techni-cian in charge will receive important messages by e-mail at his workstation. Onthe Internet, he can obtain status information from the diagnosis pages of theHMI.

Use Internet Explorer forremote maintenance and con-trol of an HMI device.

3 UsingSm@rtService


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3.2 Notifying the field service technicians by e-mail

In order to keep the standstill times of the fruit juice mixing system (MixingSta-tion) to a minimum, alarms of the alarm class Errors should be sent to the rele-

vant service technician by e-mail.An SMTP server is required for sending e-mail and is usually accessible on thecompany network. A router can be used to establish the connection to the SMTPserver:

Service event

In the event of a fault, the HMI devices sends an email (1) to the MixingStation.The field service technician in charge receives this message (2). He then logs onto the HMI from his service PC (3).


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1. Enter the e-mail address of the service technician in the MixingStation

HMI device for the Errors alarm class:

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2. Enter the name of the SMTP server which will send the e-mail to the field

service technician:You can also specify theSMTP server and the name ofthe sender directly on the HMIdevice in the ControlPanelunder WinCC Internet Set-

tings > Email.Contact the plant owner if thee-mail provider also needs anemail address for authentica-tion. Enter the e-mail addressin the name of the SMTPtransmitter field.


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3.3 Viewing the HMI status

After the field service technician has received the e-mail, he should view the sta-tus information on the service pages of the HMI device.

To do so, he runs Internet Explorer on his service PC and logs on to the HMIhomepage by entering the relevant IP address (http://192.168.0.22).

On the start page, the field service technician can open further HTML pages for:

Remote control of HMI systems

Importing and exporting recipes

Viewing the HMI status

Performing a system diagnosis Calling a file browser

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1. On the MixingStation HMI device, activate the Sm@rtService functio-

nality:

2. Verify the following ControlPanel settings are set on the TP 277 6 HMI

device:


The subnet mask is 255.255.255.0. The transfer settings are set to Ethernet.

A change of the IP address is accepted only after a restart of the HMI.

The service pages of the HMIare enabled withSm@rtServer HMTL pages.

Remote control of the HMIusing Internet Explorer isenabled with StartSm@rtServer.

You can enable those settingsseparately.


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3. Ensure that the password 100 is set on the HMI device in the Control-

Panel under WinCC flexible Internet Settings/Web Server for the

Administrator user:

You can assign variousaccess privileges (User

Administration > Authoriza-tions) to control user accessto the functions of the HTMLpages of an HMI device.

Passwords offer additionalprotection.

3 UsingSm@rtService


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4. Transfer the project to the MixingStation HMI device so that you (and

later also the service technician) can access the service pages via the

Internet Explorer:


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5. Run Internet Explorer on the programming device, then log on to the

HMI homepage (http: //192.168.0.22 ):

3 UsingSm@rtService


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6. Check for any queued important system alarms:

7. Return to the start page, then cont inue with remote control of the HMI

device.


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8. Start remote control...

9. ... and enter the password 100:

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The user interface of the HMI opens in Internet Explorer:Unrestricted operation of akeyboard device is not possi-ble in Internet Explorer,because only the screen con-tents are shown. Use the

Sm@rtClient program forremote control of a keyboarddevice.

Assign the function key labelsto buttons to execute the cor-responding functions in Inter-net Explorer.

3 4 Di l i th CPU t t


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3.4 Displaying the CPU state

Field service technicians can always obtain information about the CPU statewithout having to use the Sm@rtService option: CPUs as of the CPU 317 seriesfeature integrated status and diagnostics pages, such as

Display status LEDs

Display diagnostics buffer

Display CPU ID data

Display CPU alarms

The CPU must be online via Industrial Ethernet for viewing the status and diag-nostics pages.

It is not necessary to configure the display of status and diagnostics pages of theCPU. The field service technician can go online to the CPU immediately.

3 UsingSm@rtService

1 Run Internet Explorer on the programming station and then log on to the


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1. Run Internet Explorer on the programming station and then log on to the

homepage of the CPU ( http: //192.168.0.30 ):

2. See the information on the current CPU state provided on the status and

diagnostics pages.

3 5 Creating user defined HTML service pages


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3.5 Creating user-defined HTML service pages

The service technician is also able to see the filling levels over the Internet with-out a remote control. The service technician can use this option, if certain ports(e.g. Port 80) used by the Sm@rtServer have been disabled by network adminis-trators for safety reasons. Furthermore the plant operator also has the possibilityto get information on the status of the fruit juice mixing system using the InternetExplorer.

To do this, on the basis of the start page, a new service page Plant State hasbeen created. On this service page the service technician can read the values ofthe level tags and the mixer speed.

Below is the principle procedure on how to create ones own service page, which

can be comprehended with the completed configured service page. The servicepages can be found under the name WebContents in the Documents\[Lan-guage]\Getting Started folder of the the third WinCC flexible CD. The changesto content are noted in HTML source code ().

You will find more information on the service pages in the WinCC flexible Infor-mation System under Sm@rtAccess, Sm@rtService.

1. Copy the ZIP file WebContents to any working folder on your configu-

ration computer and unzip the ZIP file there.

2. Create a copy of the file s tart.html and assign it a new file name Plant-

State.html .

3. Open the file PlantState.html in any text editor, e.g. Notepad.

Expand the left navigation bar to include the entry Plant State:

The ZIP file WebContentswhich contains the source

data for the Service HTMLpages of the HMI device islocated in the installationdirectory of WinCC flexible infolder Transfert\1.2\XP277.

If you are using a PC as anHMI device, you will find thesource files for the servicepages in the WinCC flexible2007 Runtime\WebContentfolder of the WinCC flexible

installation directory.

3 UsingSm@rtService

Replace the existing table with a new table in which the filling levels and


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Replace the existing table with a new table, in which the filling levels andthe mixer speed are displayed:

The result then looks like this:

4. Adapt the interface texts:


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p

5. Save and close the PlantState.html file.

3 UsingSm@rtService

6. Open the start.html file and insert a hyperlink to page Plant-


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y g

State.html :

The result then looks like this:

7. Add the amended files to the ZIP file WebContents and again copy the

ZIP file into the directory XP277.

8. Transfer the project to the MixingStation HMI device:


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3 UsingSm@rtService

9. Start Internet Explore on the configuration computer and connect with


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the homepage of the HMI device ( http: //192.168.0.22 ) and switch to

page PlantState :

The current filling levels and mixer speed are displayed in the Internet Explorer.If you press Update in the Internet Explorer, the page will be reloaded and thevalues updated.


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4 Production data acquisition by


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4 Production data acquisition by

means of OPC


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4.1 What is OPC?

OPC (OLE for Process Control) is a uniform, multi-vendor software interface. Itcan be used by various devices and applications to exchange data.

As now several applications like BDE or MES use an OPC interface, we caneasily integrate the MP 277 10 HMI device into the existing infrastructure.

In our example, that means that the operator would like to integrate the packag-ing system in his concept for production data acquisition. Production data acqui-sition has the purpose of logging the number of produced drink packages perhour for subsequent analysis.

4 Production dataacquisition bymeans of OPC


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The applications like BDE or MES communicate in our example via DCOM (1),

while the HMI device on the BottlingStation uses XML (2) for the data exchange.In order for the production data acquisition program and the HMI device tounderstand each other, we need a translator. This translator, namely theOPC Gateway, ensures that all data are translated into the relevant languageof the corresponding standard.

Requirements

If you wish to carry out the demonstrated configuration steps yourself, you will

need an OPC Client PC which is connected to the HMI device MP 277 10through the Ethernet. The OPC gateway is installed on the PC.

The setup of the OPC-Gateway (SIMATIC OPC XML Wrapper) is in theWinCC flexible\Setup\OPCXMLWrapper\Disk1 folder on the second WinCCflexible CD and on the Runtime CD.

To access the OPC server,you can also use an OPCXML DA client, rather than theOPC gateway.

4.2 Configuring the BottlingStation as an OPC


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server

In order for the sales department to always be informed on the productivity of the

filling system at the end of the quarter, we configure the BottlingStation(MP 277 10) HMI device on the packaging system as an OPC server.

In our example, we shall use MS Excel as OPC client to output process values,rather than the ODA application.

1. Configure the Bott lingStation HMI device as an OPC server:

2. Verify the following ControlPanel settings are set on the MP 277 10 HMI

device:


The subnet mask is 255.255.255.0.

The transfer settings are set to Ethernet.

A change of the IP address isaccepted only after a restart ofthe HMI.


3. Transfer the project GettingStarted_Options to the BottlingStation

HMI device:


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4.3 Configuring the engineering station as OPC

client


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client

We shall use MS Excel as OPC client on the programming device to simulate the

ODA PC which is connected by means of OPC. This OPC client represents abasic implementation, and is therefore not suitable for plant operation.

The Excel file OPC_Client.xls is saved to the self-extracting archiveProject_GettingStarted_Options_WinCC_flexible_2007.exe.

The configuration computer constantly communicates via DCOM while the HMIdevice on the BottlingStation uses XML for the data exchange. The engineeringstation can access HMI data by means of OPC Gateway:


Microsoft SOAP Toolkit V3.0 is installed on the engineering station (ODAPC).

You can download Microsoft SOAP Toolkit from the Internet athttp://msdn.microsoft.com/webservices. Earlier versions of MicrosoftSOAP Toolkit will not be overwritten and can be used in parallel.


2. On the configuration computer, open the XML manager and configure

the OPC gateway by entering the address of the OPC server MP 277 10 .The XML manager is avail-able at Start >SIMATIC >Wi CC fl ibl 2007 R t


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3. Start MS Excel on the configuration computer and run OPC_Client.xls :

4. Use to open the VBA editor.

WinCC flexible 2007 Runt-ime.

XML Manager also supportsthe configuration of networkconnections to severalOPCXML servers.

5. Make sure that the class library Siemens OPC DAAutomation 2.0

(sopcdaauto.dll) has been registered and referenced in MS Excel:


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The default folder for the classlibrary is C:\ProgramFiles\Common Files\OPC.

If ProTool is also installed onyour engineering station, theclass library is found underC:\Siemens\Common\OPC.


6. Close the VBA editor, and log on to the bott ling station HMI device:To show further tag values,enter the relevant tag nameswith the prefix Prefix:Win CC


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Using the file macro, the sales manager can view selected process values inreal time on his computer, and save those for further processing.

7. Close the OPC client by clicking Stop Client.

with the prefix Prefix:Win CCflexible RT at cells A14to A18.


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5 Using Audit


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5.1 What is Audit?

User actions logging in the context of Tracking & Tracing is rapidly gainingimportance in the pharmaceuticals sector, in Food and Beverages industry and

in other industrial sectors. Electronic logging of any relevant operator actions,mandatory confirmation by electronic signature and commenting of actions rep-resent appropriate measures to keep a full track on the production process.Those features also allow tracking and tracing of errors, and the identification ofoperators and operated components. On the same hand, however, it is of vitalinterest that production data are forgery-proof and readable at all times.

User administration is a basic functionality in WinCC flexible, and offers an effec-tive security system with password protection. This also allows explicit assign-

ment of restrictive user rights to specific tasks, such as editing recipes.The electronic documentation of production data was thus defined in standardsfor specific business sectors, and globally for all business sectors. The mostimportant of those regulations is the legislative text in 21 CFR Part 11 on Elec-tronic Data Recording and Electronic Signatures, issued by the US Food andDrug Administration (FDA). In addition, various EC Directives apply to specificbusiness sectors.

Based on the FDA Directive 21 CFR Part 11, authorities have issued require-ments which all production plants must satisfy for the Good Manufacturing Prac-tice (GMP).

The basic functionality of WinCC flexible already covers a certain scope of thoserequirements. The Audit option satisfies requirements of logging operatoractions on the HMI device, and the ChangeControl option ensures adequatelogging and tracking of any changes in the configuration.

FDA Directive 21 CFR Part11 is available on the Internetpage www.fda.gov.

You can download the whitepaper from the Internet:

http://www.siemens.de/wincc-flexible-audit (German)

http://www.sie-mens.com/wincc-flexible-audit(International)

5 Using Audit

This Getting Started is focused on the Audit option. In order to satisfy require-ments in accordance with the FDA Directive, the documentation of the produc-tion process of our fruit juice mixing plant must be rendered more precisely. The


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p j g p p yelectronic signature and mandatory comment field features make sure the oper-ator identifies himself, and properly substantiates his actions by comments (suchas editing of recipes). The owner of the fruit juice mixing plant can thus trace andanalyze the entire production process.

5.2 Planning a regulated project

To set up our GettingStarted_Options sample project as a regulated project, we


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first need to give project planning some preliminary attention:

Requirements of user administration

Decision on which operator actions, such as changing values or actions in thecontext of recipe management, should be confirmed by signature, commentedand logged to a file.

Special logging features

Extended requirements for the user administration

Prerequisite for tracking operator actions at the fruit juice mixing plant is theunique identification of all operators of a production shift. For this reason, youconfigured a user administration in Getting Started Advanced, consisting of theassignment of users, passwords and user groups, which are assigned specificaccess rights.

Additional requirements of user administration stipulated in FDA Directives:

The password validity expires after a configurable period, and should then bechanged by the user. The operator receives a message informing him of the

expiry date/time of the password.

Existing passwords may not be reused unless a configurable number of pass-word generations have been completed.

Example: A 3 generations setting does not allow reuse of the password001 unless the password has been changed three times:

User administration is a com-ponent of basicWinCC flexible functionality.

5 Using Audit

The operator will be logged off automatically if no actions are carried outwithin a configurable period (inactivity time-out).

An operator is automatically assigned to the unauthorized group after having


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An operator is automatically assigned to the unauthorized group after havingentered the wrong password three times.

Important operator actions

In order to provide adequate and mandatory proof of events, you define whichoperator actions you should record and comment, or confirm by electronic signa-ture. Appropriate evidence must be provided for all operator interventions in theactive production process, such as toggling from auto and manual plant oper-ating mode, or changing the mixing ratio of a recipe. Responsibilities for operatoractions are clearly defined by the electronic signature.

Operator actions which form part of the daily production process (such as screenchange) but do not significantly contribute to tracking of operator activities, maybe logged but should not impair the overview of important operator actions.

Based on the operator actions which require proof, you can determine whichobjects you need to adapt in your project:

GMP-relevant tags

Change of values by users

GMP-relevant recipes

Creating, changing and saving recipe data records

Transfer of recipe data records to the PLC and from the PLC

For recipe tags: Changing the setting for the synchronization of tag valueswith PLC data (offline/online)

Audit Trail automatically logs user actions with respect to alarms (acknowledge-

ment and attempts to acknowledge), user administration (user logon and logoff,import of user administration data) and log files (running and closing a log file).

Audit Trail log type

All operator actions requiring proof are logged centrally. The new Audit Trail logtype is available for such actions. In contrast to the alarm log, the Audit Trail rep-resents an infinite log file.

Use the Record user actionsystem function to record theoperation of control elements,such as buttons, and script-ing actions.

5.3 Creating a regulated project

All modifications of recipes or of the mixer speed are recorded in an Audit Trailfile according to FDA directives in order to ensure tracking of the entire produc

Alarms and acknowledge-ments are saved to a separate


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file according to FDA directives, in order to ensure tracking of the entire produc-tion process of the fruit juice mixing plant.

1. Create the project as Regulated project :

ments are saved to a separatealarm log as usual. In additionto the reference to the action

and message number, thename of the operator whoacknowledged the messagewill be logged in the AuditTrail.

5 Using Audit

2. Configure the Orange recipe so that the operator has to confirm the

transfer and saving of all its recipe data records by electron ic signature:


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3. Configure the MixerSet_Speed and Operation_Mode tags so that

any operator intervention in the production process, such as toggling

the plant operating mode or setting the default mixer speed, must be

fi d b di it l i t d b t ti t d b t


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confirmed by digital signature and substantiated by comment:

5 Using Audit

4. Enter a file name for the Audi t Trail:


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5. Finally, configure the security settings for the user password validity:

Users initially logging on to the HMI are requested to change the default pass-word.

6. Finally, configure a function key in the PlantState screen which the

operator may use to move the Audit Trail to the configuration computer.

This operation should be logged in the Audit Trail and confirmed by

electronic signature


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electronic signature.

Configure the system function that saves the operation to the Audit Trailfile, and requests the operator's confirmation by electronic signature:

5 Using Audit

Configure the system functions used to move the Audit Trail to the configu-ration computer:


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Closing all archives is necessary, so that the Runtime does not access the AuditTrail. The Audit Trail is renamed on the HMI device with a time stamp with thefollowing name: Name_Date_Time_HMIdeviceName, e.g. Audit-Trail_MixingStation_20070524_122358_MixingStation. When renaming, a new,empty Audit Trail is created so that logging can be proceeded continuously.

5.4 Operating a regulated project in Runtime

The operator of the fruit juice mixing plant must confirm any modification of rec-ipe data and of the mixer speed with his electronic signature and comment.


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We will now download the project data to the HMI in order to apply the changes.

Creating a new recipe data record

1. Download the project to the Mixing Station HMI device:

With the standard settings inthe Transfer dialog, the savedpasswords and recipe dataare overwritten with the pass-words and recipe data in theproject.

Disable overwriting of pass-words and recipe data if theoperator has already effectedchanges on the HMI device.

You cannot restore overwrit-ten data records and pass-words.

5 Using Audit

2. Log on to the HMI device under the name Rodriguez and enter the

password 001:


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3. Change to the Recipe view , then create a new recipe data record.

4. Save the new recipe data record (1), comment the change (2), and then

confirm this action with your electronic signature (3):


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5 Using Audit

Adapting the mixer speed

1. Change to the Plant state screen, then toggle the plant operating

mode:


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You are also requested to confirm your action when you toggle the plant oper-ating mode.

2. Set a default mixer speed of 500:

3. Comment the modification, and confirm this action with your electronic

signature:Use the password as anelectronic signature.


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5 Using Audit

5.5 Backup of Audit Trails

The Audit Trail file is an important document and should thus be backed up atregular intervals. Available backup strategies:

Y th A dit T il fil t th t l di f th HMI


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You save the Audit Trail file to the external memory medium of the HMI

device, and transfer a backup copy to a server at regular intervals via the net-work.

Save the Audit Trail file to the external memory medium of the HMI device,and then read the Audit Trail from this medium on a PC.

You backup the Audit Trail file directly to the server via the network.

You can only operate a regu-

lated project on the HMIdevice as long as audit-rele-vant user actions can besaved to the Audit trail file.

Hence, you should alwaysmake allowances for sufficientmemory space, and ensurethat the server connection isnot down.

Operators require administra-tor rights to force operation in

case of insufficient memoryspace.

Moving Audit Trail to a server

When the system runs below the configured minimum storage space, it outputsthe event Insufficient storage space. Configure the following function list tomove the Audit Trail file from the external storage medium of the HMI device to

You can also assign the func-tion list shown to the Pressevent of a button, for exam-ple. This always allows you to


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the server:

The function list shown will be processed as follows:

1. All log files will be closed.

2. The Audit Trail is renamed on the HMI device with a time stamp with the

fol lowing name: Name_Date_Time_HMIdeviceName, e.g. Aud it-

Trail_Mix ingStation_20050524_122358_MixingStation. Next, the Aud it

Trail fil e will be moved to the server.

3. All closed log files will be opened again.

create a backup copy of the

Audit Trail file on the server.Little available memory, criti-cal:

Event occurs, if the minimumamount of configured memoryhas been reached.

Little available memory:

Event occurs, if the normalamount of configured memoryhas been reached.

5 Using Audit

You may also use this function list to create a long-term backup of the Audit Trailfile on the server. Create a task in the task scheduler, such as Backup AuditTrail, that backs up the Audit Trail at regular intervals.

What happens when the server connection is down? The system continues torecord user actions in the Audit Trail file provided the storage medium of the


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record user actions in the Audit Trail file, provided the storage medium of the

HMI still provides sufficient space. The Runtime system makes an attempt tomove the renamed Audit Trail file to the server at intervals of 300 s.

If it is no longer possible to write to the Audit Trail file as a result of insufficientstorage space, it is no longer possible to operate GMP-relevant objects (such astags).

Forcing operation

However, in order to avoid unnecessary down times, users of the Administratorgroup, such as the shift manager, may force access. This operation interruptsrecording of the Audit Trail.


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5 Using Audit

Forced operation will be recorded in the Audit Trail file.


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5.6 Evaluating Audit Trails in AuditViewer

The Audit Trail file was saved to the memory card of the HMI in CSV format andis read only. Each entry has a separate checksum. This checksum ensures thatthe entry has not been modified at any later time.

The Audit viewer is located onthe WinnCC flexible CD in theSupport\Audit Viewer folder.


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There are two possibilities to evaluate the Audit Trail: Use the Audit Viewer:

With the help of the Audit viewer you can comfortably evaluate the Audit Trailfor external analysis on an Office PC.

Use the HmiCheckLogIntegrity DOS program:

With the help of the DOS program an automatic check of the Audit Trail inBatch mode via the return values is possible.

5 Using Audit

Then, copy the Audit Trail onto the configuration computer and show it in theAudit Viewer.

1. Change to the Plant state screen on the HMI device, and then copy the

Audi t t rai l f ile from the HMI dev ice to the conf iguration computer.


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2. Run Audit Viewer on the master control PC or on the configuration com-puter:

3. Load the Audit Trail:


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In Audit Viewer, you comfort-ably evaluate the Audit Trailsgenerated by WinCC flexibleRuntime. The checksum ofeach Audit Trail verifies integ-rity of the contents.

Under Custom you can indi-vidually evaluate a loaded

Audit Trail with SQL com-mands.

5 Using Audit

The Data Validity LED is lit in green color to indicate that the loaded Audit Trailhas not been manipulated. Each entry in Audit Trail is time-stamped to allow pre-cise tracking of operator actions. In addition to system alarms, such as theattempt to import a password list, the system also records failed logon attempts:


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Verifying Audit Trail integrity

Each Audit Trail represents a vital document for your mandatory proof of actions.It is therefore essential to ensure full integrity of the Audit Trail file. Operatorsmay attempt to conceal operating errors, or the automatic backup has failed dueto a transmission error.

Use AuditViewer to check whether the Audit Trail has been manipulated.

1. Create a copy of the Audit Trail on your engineering computer, and then

remove the write protection:


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2. Open the Audit Trail file in MS Excel, and then make some random

changes.

5 Using Audit

3. Save the Audit Trail in CSV format, and load it again in Audi tViewer:


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Data Validity is lit in red color if the Audit Trail has been manipulated. The AuditTrail is thus rendered invalid, and will no longer be accepted by an FDA inspector.

5.7 Evaluating Audit Trails with DOS program

During long term archiving of Audit Trails on a server, it is generally possible toautomatically check the Audit Trails with return values in a script. In addition theprogrammer can integrate the check using the DOS program HmiCheckLogIn-

i i h hi i H iCh kL I i h id h f l


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tegrity into the archiving process. HmiCheckLogIntegrity then provides the fol-lowing return values:

< 0: Different errors for example, wrong file format or no file exists.

1: The checked Audit Trail is valid.

> 0: Line numbers in which the checked Audit Trail was manipulated.

Archiving the Audit Trail is only continued with a new return value of 1. In botherror cases, the administrator or the shift supervisor can be informed.

In this Getting Started the integrity of the Audit Trail is checked in the commandline.

1. Change to the Plant state screen on the HMI device, and then copy the

Audi t t rai l f ile from the HMI dev ice to the conf iguration computer.

2. Open the command line input on the configuration computer:

5 Using Audit

3. Check the integrity of the Audit Trail file:


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You have successfully completed the integrity check. We will now manipulatethe Audit Trail and then check it again.

4. Create a copy of the Audit Trail on your engineering computer, and then

remove the write protection:


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5. Open the Audit Trail file in MS Excel, and then make some random

changes.

5 Using Audit

6. Save the Audit Trail file in CSV format, and then repeat the integrity

check:


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The integrity check has failed. The Audit Trail is thus rendered invalid, and will nolonger be accepted by an FDA inspector.


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6 Using SIMATIC Logon


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6.1 What is SIMATIC Logon?

SIMATIC Logon supports system-wide, central user administration. User dataare created and managed on a central logon server by means of the user admin-istration in Windows. Users are assigned to Windows user groups in user admin-

istration of the logon server. Runtime authorizations are assigned in the useradministration dialog of the corresponding device based on WinCC flexible usergroups.

The use of SIMATIC Logon has the following advantages:

Creation of a central user administration on a central logon serves saves youfrom having to create the user separately on each device.

New users created on the central logon server can log on immediately to any

HMI device which contains a WinCC flexible group of the same name.

It is not necessary to reconfigure or transfer the corresponding HMI devices.

Consistency of user names and passwords on all HMI devices.

6 Using SIMATICLogon


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Our example of a fruit juice mixing machine shows that the control room PC isused as central logon server. The user administration is created and managedcentrally using the control room PC.

Requirements for configuration

Install the basic package SIMATIC Logon Service on the logon server if youwant to implement SIMATIC Logon for WinCC flexible. You must obtain a sepa-rate SIMATIC Logon license for each HMI device. The licenses are stored on thecentral logon server.

SIMATIC Logon is available for the following devices:

Mobile Panel 177, TP 177B, OP 177B

Mobile Panel 277, TP 277, OP 277, MP 277

MP 377

PC platforms with WinCC flexible Runtime

Users can change their pass-word directly at the HMIdevice. The changed pass-word is transferred automati-cally to the logon server.

6.2 Configuring SIMATIC Logon

Activat ing SIMATIC Logon

1. Enable SIMATIC Logon (2) for all HMI devices in the project and conf ig-

ure the settings so that user data from the master control PC will be

used (3):


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Do not change the Port num-ber, or contact your adminis-trator.

Enter either the computername of the logon server, orthe domain name at Win-dows Domain.

6 Using SIMATIC

Logon

Creating users and user groups in Windows

1. Open the user accounts on the configuration station:


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2. Create the user Rodriguez:


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6 Using SIMATIC

Logon

3. Create the users Miller and Peters in the same way:


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4. Create the Technologists group:


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The Users and Administrators user groups are created by default in Win-dows.

Runtime authorizations ofusers are assigned based onnaming consistency of usergroups in WinCC flexible andof Windows groups.

6 Using SIMATIC

Logon

5. Assign the the user Rodriguez to the Technologists group:Only one group may be cre-ated on the HMI device forusers who are assigned toseveral Windows groups.

You should generally makesure of unambiguous usergroup assignments on the

HMI device.Always observe proper group


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6. Assign the users Miller and Peters to the Users group.

assignments when creatingusers in Windows. New usersare assigned to the Usersgroup by default. Remove thenew user from the Usersgroup if necessary.

You have now created the users and groups on the control room PC as in theWinCC flexible project:


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Runtime behavior

Nothing changes for users once you have loaded the updated project to the HMIdevices: The logon window remains unchanged.

Response to connection failure

User administration on the HMI devices is reactivated if communication with thelogon server goes down or if the logon server crashes. User administration isautomatically reactivated after the logon server is back online.

The project engineer can set up an emergency user to provide full access tothe HMI device after communication failure. Mr. Rodriguez is this emergencyuser at the fruit juice mixing plant. Activate all authorizations of the Technolo-gists group in the user administration at all HMI devices accordingly.

The emergency user may beany user who is granted privi-leges of the Administratorgroup in user administration ofthe HMI device.

The number and type ofauthorizations of the emer-gency user can be configuredindividually. This could cover

emergency operation or fullaccess.

7 Using WinAC MP


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7.1 What is WinAC MP?

WinAC MP is a cost-effective solution for control tasks in rough industrial envi-ronments. WinAC MP for MP 277 emulates a CPU which is roughly equivalent tothe functionality of a CPU 315. Using WinAC MP, the Multi Panels handle control

tasks in addition to process control and monitoring tasks. A Multi Panel withWinAC MP becomes an Embedded System. The multifunctional platforms ofSiemens with Windows CE operating system have low application memoryrequirements and are ideally suited for realtime and deterministic functionality.

WinAC MP for MP 277 offers the following benefits:

Retentivity: All data identified in STEP 7 as remanent are saved to non-vola-tile memory until restart of the HMI device after power failure. The same goesfor all process data saved to HMI memory, e.g. recipes, log files and licenses.

Backup/Restore: The operating system of the HMI device provides integratedbackup and restore functions which you can call by means of button. Thefunctions allow you to backup all HMI data to an external storage medium andto restore this data to the HMI.

Maximum portability: A data backup on external storage medium can bemailed as ZIP file, for example, or reduce the time required to commissionseveral HMI devices with the same configuration.

Integrated softbus: The soft bus included in the setup of WinAC MP ensuresthat HMI Runtime and WinAC MP communicate on the same priority level withthe interfaces of the HMI device.

7 Using WinAC MP

The MP 277 10 of the BottlingStation in our example also handles the controlof the filling plant:


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The HMI device communicates with the IO devices via integrated PROFIBUS-DP which supports the interconnection of up to 32 DP slaves. ThePROFIBUS DP interface is the bidirectional interface for IO at automation level.The integrated Industrial Ethernet port can be used, for example, to exchangedata with the control room PC or other CPUs, or as transfer interface for the con-figuration station. The integrated routing functionality of WinAC MP ensures bidi-rectional routing of configuration data between the Ethernet and PROFIBUS DPinterfaces.

Configuring and programming

Configure WinAC MP with WinCC flexible in integrated mode. You can reuse theexisting control programs without any restraints if your control programs are nottuned to suit the specific properties of an S7 CPU.

7.2 Installing WinAC MP

The section below shows how to setup WinAC MP on the MP 277 10 HMIdevice.

This example configuration assumes the following conditions:

The WinAC MP option is installed on the configuration station The WinCC flexible project for Getting Started is open.The example project for the


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Integrating the project in STEP 7

1. Integrate the project in STEP 7:

Getting Started options is inte-grated in STEP 7 in thecourse of this configuration.This also involves changes tothe STEP 7 projectS7Mixing.

Create a backup copy of theprojects named before you

continue with the configura-tion as shown.

7 Using WinAC MP

2. Select the STEP 7 project:


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3. Open SIMATIC Manager and then open the STEP 7 project.


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7 Using WinAC MP

Configuring the HMI station

1. Open the hardware configuration for the BottlingStation :


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2. Delete all integrated interfaces of the HMI device from HW Config , as you

will l ater create a connection to the interfaces via soft bus:


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7 Using WinAC MP

3. Insert WinAC MP into the hardware configuration:


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4. Enter the IP address of the HMI device and create a new Ethernet

subnet:


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7 Using WinAC MP

5. Create a new PROFIBUS subnet:


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6. Save and compile the hardware configuration in the final step.


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7 Using WinAC MP

Copying the control program

1. Copy the control program of the S7-300 station to WinAC MP:


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2. Delete the S7-300 station inc luding all of its objects, as WinAC MP is

going to handle all control tasks:


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7 Using WinAC MP

Interconnecting WinAC MP with WinCC flexible Runtime

1. Create a new connection to the BottlingStation runtime:


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2. Similarly, create a new connection to the runtimes of the other stations.

3. Mark the new connections:


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7 Using WinAC MP

4. Save and compile the connection configuration in the final step.


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The connection configuration of the BottlingStation was converted automati-cally to Softbus in WinCC flexible.


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7 Using WinAC MP

Installing WinAC MP on the HMI device

1. Complete setup by transferring the WinAC MP option from the configu-

ration station to the MP 277 10 HMI device:


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7.3 Operating WinAC MP

Operate WinAC MP with Controller Screen and Info Screen. The screens havebeen preconfigured in the sample project. The sample project is located on theconfiguration computer at C:\Programs\Shared files\Siemens\PTProSave\

AddOn\WinAC MP 2007\MP 277. The screens are also saved to the project

library during installation of the WinAC MP option to make them available forconvenient implementation in your project.

The screens are already integrated in the example project of the Getting Startedoptions in the BottlingStation.


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options in the BottlingStation.

1. Create a screen change so that you can address the Contro ller Screen

and the Info Screen.

2. Download the project to the BottlingStation HMI device.

7 Using WinAC MP

Controller Screen

Use the Controller Screen to start and stop the WinAC MP application and tooperate the emulated CPU.


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Note that you will first have to start the WinAC MP application to operate theCPU. The following options are available for this purpose:

Start at Boot: Determines the startup behavior of the WinAC MP application.

Autostart: If Autostart is enabled, the last CPU status (RUN/STOP) will beautomatically restored once the HMI device is turned on. If Autostart is dis-

abled the CPU will be in STOP when the WinAC MP 2007 application isstarted.

ON: When this display is lit, the WinAC MP application has been started. Youcan only operate the CPU after having started the WinAC MP application.

Info Screen

Histogram information on the cycle time of WinAC MP is available in the InfoScreen screen. The histogram shows the percentage distribution of the mea-sured cycle times. Usually the area around the average cycle time will be dis-played.


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The value at HMI-Release-time determines the time slices reserved for operat-ing and monitoring tasks.

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