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0% found this document useful (0 votes)
450 views204 pages

Step7 s7 Safety Matrix Configuration Manual en US en-US PDF

Uploaded by

Batchman
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Safety Matrix ___________________

Preface

1
___________________
Product Overview

SIMATIC
___________________
Installing 2

___________________
Software user interface 3
Industrial Software
Safety Matrix
___________________
Configuring 4

___________________
Access protection 5
Configuration Manual

___________________
Transferring a Safety Matrix 6

___________________
Compiling and downloading 7

___________________
Operator control and
monitoring 8

___________________
Documentation of a Safety
Matrix 9

___________________
Acceptance test for a Safety
Matrix 10

___________________
Example parameter
assignments 11

___________
Requirements for virtual
A
environments and remote
access

06/2015
A5E33216084-AB
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 A5E33216084-AB Copyright © Siemens AG 2015.


Division Process Industries and Drives Ⓟ 06/2015 Subject to change All rights reserved
Postfach 48 48
90026 NÜRNBERG
GERMANY
Preface

Preface

Purpose of this documentation


The information in this manual enables you to configure "S7 F/FH Systems" fail-safe
systems using Safety Matrix V6.2.
In addition, you need the following manuals:
● "Safety Engineering in SIMATIC S7
(http://support.automation.siemens.com/WW/view/en/12490443)" System Manual
● "S7 F/FH Systems Configuring and Programming
(http://support.automation.siemens.com/WW/view/en/92650933)" Programming and
Operating manual

Basic knowledge requirements


General basic knowledge of automation engineering is needed to understand this
documentation. Basic knowledge of the following is also necessary:
● Fail-safe automation systems
● S7-400H automation systems
● S7 F/FH Systems
● Distributed I/O systems on PROFIBUS DP and PROFINET IO
● STEP 7/PCS 7 basic software, particularly:
– Working with SIMATIC Manager
– Hardware configuration with HW Config
– Communication between CPUs
– CFC optional software
– PCS 7 (for Safety Matrix Viewer)

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 3
Preface

Scope of this documentation

Optional package Order number Release number and License


higher
Safety Matrix Editor optional pack- • 6ES7833-1SM42-0YA5 V6.2 Single, Trial (1 month)
age
including authorization license
Safety Matrix Engineering Tool op- • Full version: V6.2 Floating, Trial (14 days)
tional package
6ES7833-1SM02-0YA5
including authorization license
• Upgrade version from V5.2 Floating (as upgrade),
or V6.1: Trial (14 days)

6ES7833-1SM02-0YE5
Safety Matrix Viewer optional pack- • Full version: V6.2 Floating, Trial (14 days)
age
6ES7833-1SM62-0YA5
including authorization license

• Upgrade version from V5.2 Floating (as upgrade),


or V6.1: Trial (14 days)

6ES7833-1SM62-0YE5

The optional packages of the Safety Matrix are used for the safety life cycle engineering and
management of S7 F/FH Systems fail-safe automation systems and provide support for all
phases of the safety life cycle.

Changes and new features in version 6.2


Description of the following important innovations:
● Revision/expansion of the user interface
● Revision of tag entry
● Preprocessing for Cause Tags
● Expanded options for causes (pre-alarm for analog values, mutually exclusive tag
simulation, Effect Tag as internal reference)
● Expanded setting options for channel drivers
● Inclusion of customer-specific F-channel drivers
● Expanded options for effects (mutually exclusive tag simulation, pre-alarm for override
timeout)
● Doubling of available Safety Matrix intersections to 1024
● Enhanced operator control and monitoring features (maintenance changes, status colors)
● Adjustable colors
● Colored representation of individual tags in online mode

Safety Matrix
4 Configuration Manual, 06/2015, A5E33216084-AB
Preface

● Revision/extension of alarm behavior by means of three new function blocks for alarms
(F_SC_AL, F_SE_AL, F_MA_AL) and three new Safety Matrix block icons for operator
control
● Selective representation of Safety Matrix in Safety Matrix Viewer: individual cause with
associated effects; individual effect with associated causes
● Handling of multiple Safety Matrices with different versions in the same PCS 7 OS

Approvals
The Safety Matrix optional packages are certified for use in safety mode up to:
● Safety Integrity Level SIL3 in compliance with IEC 61508:2000
● Performance Level (PL) e and Category 4 according to ISO 13849-1:2006 or EN ISO
13849-1:2008

Position in the information landscape


You will need supplementary documentation for working with the Safety Matrix according to
the application.
This documentation includes references to the supplementary documentation where
appropriate.
For more information, refer to the FAQs at:
http://support.automation.siemens.com/WW/view/en/26091998
(http://support.automation.siemens.com/WW/view/en/26091998/133000)

Documentation for Brief Description of Relevant Contents


S7 F/FH Systems • The "S7 F/FH Systems, Configuring and Programming
(http://support.automation.siemens.com/WW/view/en/92650933)" Programming and
Operating Manual describes the configuring and programming of S7 F/FH Systems fail-
safe systems with the aid of S7 F Systems.
• The "Automation System S7-400 Hardware and Installation
(http://support.automation.siemens.com/WW/view/en/1117849)" Installation Manual
describes the assembly and wiring of S7-400 systems.
• The "Automation System S7-400H Fault-Tolerant Systems
(http://support.automation.siemens.com/WW/view/en/1186523)" Manual describes the
CPU 41x-H central processing units and the tasks required to set up and commission
an S7-400H fault-tolerant system.
Safety Engineering in The "Safety Engineering in SIMATIC S7
SIMATIC S7 (http://support.automation.siemens.com/WW/view/en/12490443)" System Manual provides
an informational overview of the use, installation, and mode of operation of the
S7 Distributed Safety and S7 F/FH Systems fail-safe automation systems and describes
basic properties and detailed technical information about these fail-safe systems.

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 5
Preface

Documentation for Brief Description of Relevant Contents


STEP 7 manuals • The "Configuring Hardware and Communication Connections with STEP 7 V5.4
(http://support.automation.siemens.com/WW/view/en/18652631)" Manual describes
the operation of the relevant standard tools of STEP 7.
• The "System Software for S7-300/400 System and Standard Functions
(http://support.automation.siemens.com/WW/view/en/1214574)" Reference Manual
describes functions for access and diagnostics of distributed I/O and CPUs.
• The "CFC for S7 Continuous Function Chart
(http://support.automation.siemens.com/WW/view/en/68154775)" Manual/online help
provides a description of programming with CFC.
• "Modifying the System during Operation via CiR
(http://support.automation.siemens.com/WW/view/en/14044916)" Manual
STEP 7 Online Help • Describes how to operate the standard tools of STEP 7.
• Contains information on configuring and assigning parameters for I/Os with HW Config.
PCS 7 The PCS 7 manuals describe operation of the PCS 7 process control system (necessary
when the S7 F-System is integrated into a higher-level process control system):
• "Engineering System (http://support.automation.siemens.com/WW/view/en/68157345)"
configuration manual
• "Fault-Tolerant Process Control Systems
(http://support.automation.siemens.com/WW/view/en/68157364)" configuration manual
• "Operating Station (http://support.automation.siemens.com/WW/view/en/68157026)"
configuration manual
• "PC Configuration and Authorization
(http://support.automation.siemens.com/WW/view/en/68157327)" Operating Manual

Guide
This documentation describes the use of the Safety Matrix Engineering Tool, Safety Matrix
Viewer, and Safety Matrix Editor optional packages. It includes both instructional material
and reference material (description of possible parameter assignments).
The following topics are addressed:
● Configuring the safety program (safety-related user program) for S7 F/FH Systems
● Transferring, compiling, and downloading the Safety Matrix
● Access protection for the Safety Matrix
● Operator control and monitoring in PCS 7
● Support for the system acceptance test

Safety Matrix
6 Configuration Manual, 06/2015, A5E33216084-AB
Preface

Conventions
In this documentation, the terms "safety engineering" and "fail-safe engineering" are used
synonymously. The same applies to the terms "fail-safe" and "F-".
The term "configuring" used here corresponds to the term "programming" used in the
referenced documentation.
When "S7 F Systems" appears in italics, it refers to the optional package for the
"S7 F/FH Systems" fail-safe system.
The term "safety program" refers to the fail-safe portion of the user program and is used
instead of "fail-safe user program", "F-program", etc. For purposes of contrast, the non-
safety-related user program is referred to as the "standard user program".
"F-CPU" denotes a CPU with fail-safe capability. An F-CPU with fail-safe capability is a
central processing unit that is approved for use in S7 F/FH Systems.

Additional support
If you have further questions about the use of products presented in this manual, contact
your local Siemens representative.
Your contact persons are listed in the Internet (http://www.siemens.com/automation/partner).
A guide to the technical documentation for the various SIMATIC products and systems is
available in the Internet (http://www.siemens.com/simatic-tech-doku-portal).
You will find the online catalog and online ordering system in the Internet
(http://mall.automation.siemens.com).

Training center
We offer courses to help you get started with the SIMATIC S7 automation system. Contact
your regional training center or the central training center in D 90327 Nuremberg, Federal
Republic of Germany.
You will find more information in the Internet (http://www.sitrain.com).

H/F Competence Center


The H/F Competence Center in Nuremberg offers special workshops on SIMATIC S7 fail-
safe and fault-tolerant automation systems. The H/F Competence Center can also provide
assistance with onsite configuration, commissioning and troubleshooting.
For questions about workshops, etc., contact: [email protected]

Technical Support
To contact Technical Support for all Industry Automation products, use the Support Request
Web form (http://www.siemens.com/automation/support-request).
Additional information on our Technical Support is available in the Internet
(http://www.siemens.com/automation/service).

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 7
Preface

Service & Support on the Internet


In addition to our documentation, our complete knowledge base is available online in the
Internet (http://www.siemens.com/automation/service&support).
There, you will find the following information:
● Newsletters providing the latest information on your products.
● A search engine in Service & Support for locating the documents you need.
● A forum where users and experts from all over the world exchange ideas.
● Your local contact person for Industry Automation products is listed in the Contacts
database.
● Information about on-site service, repairs, spare parts, and much more is available under
"Repairs, spare parts, and consulting".

Important note for maintaining the operational safety of your system

Note
Systems with safety-related characteristics are subject to special operational safety
requirements on the part of the operator. The supplier is also obliged to comply with special
product monitoring measures. For this reason, we publish a special newsletter containing
information on product developments and features that are (or could be) relevant to
operation of safety-related systems. By subscribing to the relevant newsletter, you will
always have the latest information and able to make changes to your system, when
necessary. To subscribe, go to the Internet
(https://www.automation.siemens.com/WW/newsletter/guiThemes2Select.aspx?HTTPS=RE
DIR&subjectID=2).
There, you can register for the following newsletters:
• S7-300/S7-300F
• S7-400/S7-400H/S7-400F/FH
• Distributed I/O
• SIMATIC Industrial Software
To receive these newsletters, select the check box "Update".

Safety Matrix
8 Configuration Manual, 06/2015, A5E33216084-AB
Preface

Security information
Siemens offers products and solutions with industrial security functions which support the
secure operation of plants, solutions, machines, devices and/or networks. They are
important components in a comprehensive industrial security concept. The Siemens
products and solutions continue to be developed under this aspect. Siemens recommends
that you keep yourself regularly informed about product updates.
For the safe operation of Siemens products and solutions it is necessary to take appropriate
security measures (cell protection concept, for example) and to integrate each component in
an overall industrial security concept which is state of the art. This should also cover the
third-party products used. Additional information about industrial security is available at:
http://www.siemens.com/industrialsecurity
In order to keep yourself informed about product updates, we recommend subscribing to our
product-specific newsletter. Additional information about this is available at:
http://support.automation.siemens.com

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 9
Preface

Warnings index

Overview
The table below shows the title and the location of use for the warning notices.

Warning Section
Warning notices of the "S7 F/FH Systems" Programming and Operating What is the Safety Matrix? (Page 15)
Manual
Safe state for digital F-I/O Definition of terms (Page 21)
Operation of Safety Matrix Requirements for installation (Page 25)
Check installed version of the Safety Matrix components Installing (Page 27)
Unique names for Safety Matrix Inserting a new Safety Matrix (Page 49)
Editing of the Safety Matrix file Menu bar of the Safety Matrix (Page 52)
Assigning colors "Adjust" dialog boxes (Page 85)
• Effect of "Parameter" transfer option on download of changes Transferring the Safety Matrix to the project
(Page 116)
• Transfer with "Chart + Parameters" option
• Nested chart of the channel drivers
• Nested chart of the matrix logic
• Name of the Safety Matrix top chart

• Warning and safety notices in the user manual for Safety Matrix V5.2 Overview of operator control and monitoring
(Page 129)
• Independent paths to the display
Operator authorization for standard operator Operating (Page 138)
• The "Secure Write" functionality allows changes to the safety pro- Transaction for Secure Write (Page 139)
gram to be made during RUN mode
• Operating a Safety Matrix
• Secure Write: checking correct functioning of the operation
• Checking a transaction
• Checking the technological assignment
• Cancelation of a transaction
Reintegration of the F-channel drivers Operator inputs using the control bar in online
mode and in the Safety Matrix Viewer
(Page 142)
Use of virtual environments in ES/OS Virtual environments (Page 183)
• Remote access from higher-level control room and Engineering Cen- Remote Access and Control (Page 184)
ter
• The "S7 F Systems HMI" and "Safety Matrix Viewer" functionality
makes changes in the safety program during RUN mode

Safety Matrix
10 Configuration Manual, 06/2015, A5E33216084-AB
Table of contents

Preface ................................................................................................................................................... 3
1 Product Overview.................................................................................................................................. 15
1.1 What is the Safety Matrix? ......................................................................................................15
1.2 Optional packages of the Safety Matrix ..................................................................................19
1.3 Example view of a Safety Matrix .............................................................................................20
1.4 Definition of terms ...................................................................................................................21
1.5 Overview of procedure ............................................................................................................24
2 Installing ............................................................................................................................................... 25
2.1 Requirements for installation ..................................................................................................25
2.2 Installing ..................................................................................................................................27
2.3 Uninstalling Safety Matrix V6.2 Components .........................................................................29
2.4 Introducing the new Safety Matrix block icon into the PCS 7 OS ...........................................30
2.5 Upgrading to Safety Matrix V6.2 .............................................................................................32
2.5.1 Overview of upgrading ............................................................................................................32
2.5.2 Use case 1 ..............................................................................................................................33
2.5.3 Use case 2 ..............................................................................................................................37
2.5.4 Use case 3 ..............................................................................................................................41
2.5.5 Use case 4 ..............................................................................................................................43
2.5.6 Use case 5 ..............................................................................................................................44
2.5.7 Use case 6 ..............................................................................................................................46
3 Software user interface ......................................................................................................................... 49
3.1 Inserting a new Safety Matrix .................................................................................................49
3.2 Menu bar of the Safety Matrix .................................................................................................52
4 Configuring ........................................................................................................................................... 57
4.1 Overview of Configuring..........................................................................................................57
4.1.1 Basic procedure for creating the safety program ....................................................................57
4.1.2 Tags of the Safety Matrix ........................................................................................................59
4.1.3 Syntax rules for tag names in the Safety Matrix .....................................................................61
4.1.4 Preprocessing .........................................................................................................................63
4.1.5 F-channel drivers ....................................................................................................................65
4.1.6 Message configuration ............................................................................................................67
4.1.6.1 Overview for configuring messages ........................................................................................67
4.1.6.2 Safety Matrix message block F_MA_AL .................................................................................68
4.1.6.3 Cause message block F_SC_AL ............................................................................................69
4.1.6.4 Effect message block F_SE_AL ..............................................................................................74
4.1.7 OS interface ............................................................................................................................79
4.2 Editing the properties of the Safety Matrix ..............................................................................80

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 11
Table of contents

4.2.1 "Properties" dialog box of the Safety Matrix .......................................................................... 80


4.2.2 "Adjust" dialog boxes ............................................................................................................. 85
4.2.3 "Change tracking" menu command ....................................................................................... 87
4.3 Configuring the causes .......................................................................................................... 88
4.3.1 Overview for configuring the causes ...................................................................................... 88
4.3.2 Creating/changing a cause and the rows for a cause ........................................................... 89
4.3.3 Overview of the "Cause details - Cause x" dialog box........................................................... 91
4.3.4 "Cause details" dialog box - "Configure" tab .......................................................................... 91
4.3.5 "Cause details" dialog box - "Analog parameters" tab ........................................................... 93
4.3.6 "Cause details" dialog box - "Options" tab ............................................................................. 94
4.3.7 "Cause details" dialog box - "Alarms" tab .............................................................................. 96
4.4 Configuring the effects ........................................................................................................... 98
4.4.1 Overview for configuring the effects....................................................................................... 98
4.4.2 Creating/changing an effect and the column for an effect ..................................................... 98
4.4.3 Overview of the "Effect details - Effect x" dialog box ............................................................. 99
4.4.4 "Effect details" dialog box - "Configure" tab ......................................................................... 100
4.4.5 "Effect details" dialog box - "Options" tab ............................................................................ 102
4.4.6 "Effect details" dialog box - "Alarms" tab ............................................................................. 104
4.5 Configuring the intersections ............................................................................................... 106
4.5.1 Editing or changing intersections ......................................................................................... 106
4.5.2 "Intersection details" dialog box - "Configure" tab ............................................................... 107
4.6 Importing/exporting a cause/effect matrix file ...................................................................... 109
4.6.1 Importing a cause/effect matrix file (.cem) to a PCS 7 project ............................................ 109
4.6.2 Exporting a cause/effect matrix file (.cem) ........................................................................... 110
4.7 Safety Matrix Editor .............................................................................................................. 111
5 Access protection.................................................................................................................................113
6 Transferring a Safety Matrix .................................................................................................................115
6.1 Transferring the Safety Matrix to the project ........................................................................ 116
6.2 F-runtime group and run sequence...................................................................................... 122
6.3 Notes for working with CFC ................................................................................................. 123
7 Compiling and downloading .................................................................................................................125
7.1 Compiling and downloading to the F-CPU ........................................................................... 125
7.2 Compiling and downloading to the Operator Station ........................................................... 126
8 Operator control and monitoring ...........................................................................................................129
8.1 Overview of operator control and monitoring ....................................................................... 129
8.2 Starting online mode in the Engineering Tool ...................................................................... 131
8.3 Opening the Safety Matrix Viewer faceplates ...................................................................... 132
8.4 Monitoring ............................................................................................................................ 135
8.4.1 Color codes for status display .............................................................................................. 135
8.4.2 Status displays ..................................................................................................................... 135
8.5 Operating ............................................................................................................................. 138
8.5.1 Initiator and confirmer permissions ...................................................................................... 138
8.5.2 Secure Write ........................................................................................................................ 139

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12 Configuration Manual, 06/2015, A5E33216084-AB
Table of contents

8.5.2.1 Transaction for Secure Write ................................................................................................139


8.5.2.2 Variants of Secure Write .......................................................................................................142
8.5.3 Operation of a Safety Matrix .................................................................................................142
8.5.3.1 Operator inputs using the control bar in online mode and in the Safety Matrix Viewer........142
8.5.3.2 Example: Reset effect ...........................................................................................................145
8.5.3.3 Maintenance changes ...........................................................................................................147
8.6 Events and messages...........................................................................................................150
8.6.1 Messages in the event log of the Safety Matrix ....................................................................150
8.6.2 Operation messages of the Safety Matrix Viewer ................................................................150
8.6.3 PCS 7 alarm signals in the WinCC alarm logging ................................................................151
8.6.4 Alarms ...................................................................................................................................152
9 Documentation of a Safety Matrix ........................................................................................................ 153
9.1 Comparing Safety Matrices ..................................................................................................153
9.2 Comparing CFC charts .........................................................................................................154
9.3 Configuration report ..............................................................................................................157
9.4 Validation report ....................................................................................................................158
10 Acceptance test for a Safety Matrix ..................................................................................................... 159
11 Example parameter assignments ........................................................................................................ 161
11.1 Example parameter assignments for causes .......................................................................162
11.1.1 Time behavior .......................................................................................................................162
11.1.2 Inhibit.....................................................................................................................................163
11.1.3 Bypass ..................................................................................................................................164
11.1.4 Auto acknowledge active cause ...........................................................................................164
11.1.5 Trip on bad quality ................................................................................................................165
11.1.6 Alarm on any input trip ..........................................................................................................165
11.2 Example parameter assignments for effects ........................................................................166
11.2.1 Reset/override .......................................................................................................................166
11.2.2 Reset/override with output delay ..........................................................................................168
11.2.3 Bypass ..................................................................................................................................170
11.2.4 Bypass with output delay ......................................................................................................174
11.2.5 Process data pass through and mask enable ......................................................................177
A Requirements for virtual environments and remote access .................................................................. 181
A.1 Summary ...............................................................................................................................181
A.2 Configuration and operation .................................................................................................183
A.2.1 Virtual environments .............................................................................................................183
A.2.2 Remote Access and Control .................................................................................................184
A.3 Examples of valid configurations in PCS 7 ...........................................................................187
A.3.1 Example 1 .............................................................................................................................187
A.3.2 Example 2 .............................................................................................................................188
A.4 Abbreviations and explanations of terms ..............................................................................190
A.5 References ............................................................................................................................191
Glossary ............................................................................................................................................. 193
Index................................................................................................................................................... 201

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 13
Table of contents

Safety Matrix
14 Configuration Manual, 06/2015, A5E33216084-AB
Product Overview 1
1.1 What is the Safety Matrix?

Comprehensive tool for safety life cycle


The SIMATIC Safety Matrix is the comprehensive tool for safety life cycle engineering and
management of S7 F/FH Systems fail-safe automation systems and provides support for all
phases of the safety life cycle:
● The Safety Matrix is a configuring tool for processes that require safety-related reactions
to defined conditions.
● With the Safety Matrix, a CFC safety program can be created for S7 F/FH Systems
according to the rules of a cause/effect matrix.
● The Safety Matrix is an integrated tool for all activities, maintenance, error handling, and
change management during operation.

Safety Matrix
Configuration Manual, 06/2015, A5E33216084-AB 15
Product Overview
1.1 What is the Safety Matrix?

Use in process control


The figure below shows you the possible ways of integrating S7 F/FH Systems with the
Safety Matrix into you process automation system with PCS 7.

Safety Matrix
16 Configuration Manual, 06/2015, A5E33216084-AB
Product Overview
1.1 What is the Safety Matrix?

Relationship to S7 F Systems

WARNING
Warning notices of the "S7 F/FH Systems" Programming and Operating Manual
The Safety Matrix is an optional package for S7 F/FH Systems. You must read, understand,
and comply with all warning notices in the "S7 F/FH Systems Configuring and
Programming" Programming and Operating Manual.

The following table illustrates the relationship between the Safety Matrix and S7 F Systems.

S7 F Systems Safety Matrix


Programming with CFC Intuitive configuring based on the conventional
cause/effect method
CFC as basis
(charts, run-time groups, run sequence)
S7 F Systems safety concept
CFC documentation Documentation through printouts of the Safety
Matrix

Basic mode of operation


Analysis phase
When performing a risk assessment for the system, the user can assign events occurring
during a process (causes) to precisely defined reactions (effects) and thus specify the
system behavior.
The user enters possible process events (one or more entries) in the Safety Matrix and then
configures the events in terms of type, number, logic combinations, possible delays and
interlocks, and any permitted deviations.
Next, the user defines the reactions (one or more outputs) to a particular event.
The causes and effects are linked by simply clicking the cell at their intersection.
When the Safety Matrix is saved, the configuration is checked for validity.
The Safety Matrix documents the safety-instrumented function groups, and the cause/effect
matrix itself is an important component of the safety program specification.
Implementation phase
The safety program is specified by configuring the cause/effect parameters in the Safety
Matrix. Using these specifications, the Safety Matrix automatically generates the F-system
program logic based on CFC using F-blocks from the Safety Matrix library.
In addition, the Safety Matrix provides revision and change tracking as well as functions for
comparing matrices and for support during acceptance testing of the system.

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Product Overview
1.1 What is the Safety Matrix?

Operational phase
The Engineering Tool of the Safety Matrix and the viewer available on the SIMATIC PCS 7
Operator Station enable operator control and monitoring of the system in safety mode as
well. The signal status is represented online in the cause/effect matrix.
The operator can display and save initial alarm messages and specify that safety-relevant
events be recorded. Parameter changes, for example, using bypass, reset, and override
functions, are also supported.
Safety life cycle management functions for revision management as well as for the
documentation of operator inputs and program changes supplement the configuring,
operational, and service functions of the Safety Matrix.
Achievable Safety Requirements
The following safety requirements are met with the Safety Matrix:
● Safety Integrity Level SIL3 in compliance with IEC 61508:2000
● Performance Level (PL) e and Category 4 according to ISO 13849-1:2006 or EN ISO
13849-1:2008

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Product Overview
1.2 Optional packages of the Safety Matrix

1.2 Optional packages of the Safety Matrix

Optional packages and range of functions


The Safety Matrix consists of three products that can also be ordered as three separate
optional packages.

Table 1- 1 Range of functions of the Safety Matrix optional packages

Optional package Range of functions Environment Operating Utilization phase


mode
Safety Matrix Editor Creating and configuring a Safety Stand-alone Offline Analysis phase (planning
Matrix on a PC outside of PCS 7 or and configuration)
STEP 7, including checking the
configuration for validity, documen-
tation, and creation of an importable
.cem matrix file
Safety Matrix Engi- Creating (importing a .cem matrix Engineering Offline, online Analysis, implementation,
neering Tool file), configuring a Safety Matrix, System (ES) and operational phase
automatic generation and download- PCS 7 or (total safety life cycle)
ing of CFC charts including driver STEP 7 and
blocks to a PCS 7 project, operator CFC
control and monitoring using
STEP 7 SIMATIC Manager on a
PCS 7 Engineering System (ES)
Safety Matrix Viewer Operator control and monitoring by PCS 7 Online Operational phase (opera-
means of a faceplate on a PCS 7 Operator tor control and monitoring)
Operator Station (OS) Station (OS)

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Product Overview
1.3 Example view of a Safety Matrix

1.3 Example view of a Safety Matrix

Example view of a Safety Matrix


The following figure shows an example view of a Safety Matrix.

Example: If Cause 1 becomes active (trip if FALSE, i.e. when input tag = "0"), Effect 1 is
tripped and stored.

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Product Overview
1.4 Definition of terms

1.4 Definition of terms


Main terms of the Safety Matrix are explained below.

Cause
A cause represents a process event.
The cause represents the trigger for activating an effect. Certain conditions must be fulfilled
in order for the cause to become active and thus to trigger an effect defined by an
intersection.
Analog or discrete values can be selected as the input type. The values of at least one but
no more than three input tags together with the function type represent a cause.
You can create a maximum of 128 causes.
Causes are arranged in rows in the Safety Matrix.

Effect
An effect represents the reaction that the Safety Matrix exerts on the process.
Certain conditions must be fulfilled in order for the effect to become active and thus to trigger
an action in the process by means of its output tags.
The values of at least one but no more than four discrete output tags define the action to be
performed on the process. The activation of an effect depends on various factors (status of
the assigned causes, type of intersection, specified options for the effect).
You can create a maximum of 128 effects.
Effects are arranged in columns in the Safety Matrix.

Intersection
The Safety Matrix intersections specify which causes trigger the respective effects.
You can define up to 1024 intersections.

Active
A cause or effect can be active, which means that it has been tripped.
Whether or not a cause is active and when it becomes active is determined by the input tags,
the function type, and the options for the cause.
The activation of an effect depends on the relationship (defined by intersections) to the
causes and the options for the effect. If an effect is active, the output tags are set to "0" or
"1", depending on the "Energize-to-trip" option.

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Product Overview
1.4 Definition of terms

Inactive
A cause or effect can be inactive, which means that the conditions for activation are not
fulfilled.
Whether or not the cause is inactive is determined by the input tags, the function type, and
the options for the cause.
The deactivation of an effect depends on the relationship (defined by intersections) to the
causes and the options for the effect. If an effect is inactive, the output tags are set to "0" or
"1", depending on the "Energize-to-trip" option.

Energize-to-trip (ETT)
Trip if TRUE: The cause is active if input tag = "1" (high-active). The output tag is "1" if the
effect is active.

WARNING
Safe state for digital F-I/O
The safety concept is based on the existence of a safe state at all process variables. For
digital F-I/O, this is the value "0"; this applies to sensors as well to actuators. For this
reason, you must implement suitable measures, such as redundancies, in the application.

Deenergize-to-trip (DTT)
Trip if FALSE: The cause is active if input tag = "0" (low-active). The output tag is "0" if the
effect is active. This negative logic is the default setting for the inputs and outputs of the
Safety Matrix.
By default, the input tag activates the cause according to the "Deenergize-to-trip" principle,
which means that a cause becomes active if the input tag is "0". The cause becomes
inactive if input tag = "1". If a cause has more than one input tag, the function type for
activating the cause must also be taken into consideration.
The behavior is the same with regard to the output tags. If the effect is active, the output tags
are set to "0". If inactive, they are set to "1".

Function type
The function type combines with the input tags and their options to govern whether and
when a cause is active or inactive.
● Normal: one input tag
● 2oo3: three input tags, 2 out of 3 tripping criteria must be fulfilled
● AND: 2-3 input tags, all tripping criteria must be fulfilled
● OR: 2-3 input tags, at least one tripping criterion must be fulfilled
● For note only

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Product Overview
1.4 Definition of terms

Bypass
Bypass function that is normally used for maintenance purposes (e.g., for checking effect
logic, replacing a sensor).
A Boolean tag can be selected or entered as the "bypass tag". The bypass becomes active if
the value of the bypass tag is TRUE.
In addition to the "bypass TAG", the "soft bypass" function can also be allowed. Then, the
operator can set the bypass manually by means of an operator input via Secure Write.
When a bypass is active, a cause or effect cannot become active even though it should be
active based on its tripping condition and options.

Safety instrumented function groups (SIF)


You can create your own safety instrumented function groups for your application, i.e., by
dividing your application into function groups that you can then monitor and change
selectively in the Safety Matrix Engineering Tool and Safety Matrix Viewer (e.g., "level
measurement and shut off").
In order to use this function, you must assign the individual causes and effects of the safety
program to your safety instrumented functions groups. Then, you can display one or more
(or all) safety-instrumented function groups.

Secure Write
The "Secure Write" functionality allows operator inputs to be made to the Safety Matrix. This
can take place in online mode of the Safety Matrix Engineering Tool or from the PCS 7 OS
via the Safety Matrix Viewer.

Transaction for Secure Write


You carry out a Secure Write transaction for the purpose of making operator inputs to the
Safety Matrix in online mode of the Safety Matrix Engineering Tool or from the PCS 7 OS via
the Safety Matrix Viewer. The transaction consists of a sequence of operations that can be
performed by one or two operators.
The transaction must be completed within a time interval specified by the user (timeout). If
the transaction is not finished before the timeout expires, the transaction is automatically
canceled.

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Product Overview
1.5 Overview of procedure

1.5 Overview of procedure


This chapter provides a brief overview of the procedure to be followed when using Safety
Matrix components within the PCS 7 automation system.

Overview of procedure

Table 1- 2 Overview of procedure

Step Required user steps Safety Matrix component See Chapter


1 Inserting a new Safety Matrix Engineering Tool 3.1
2 Editing the properties of the Safety Matrix Engineering Tool, Editor 4.2
3 Configuring the functions of the Safety Matrix: Engineering Tool, Editor 4
Causes 4.3
Effects 4.4
Intersections 4.5
4 Transferring a Safety Matrix Engineering Tool 6
5 Transferring and loading Engineering Tool 7
6 Operator control and monitoring Engineering Tool, Viewer 8
7 Documentation of a Safety Matrix Engineering Tool, Editor 9
8 Acceptance test for a Safety Matrix Engineering Tool 10

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Installing 2
2.1 Requirements for installation

Hardware components
For information on the hardware components of S7 F/FH Systems, refer to the "S7 F/FH
Systems Configuring and Programming" programming and operating manual. Additional
information on this document is available in the preface.

Software requirements
The following software is required to operate the complete range of functions of the Safety
Matrix components.

WARNING
Operation of Safety Matrix
You may only operate the Safety Matrix components in the released system environments.
Operation in a virtual environment or remote access are permitted under the conditions
listed in section "Requirements for virtual environments and remote access (Page 181)".

Safety Matrix Engineering Tool


To operate the Safety Matrix Engineering Tool V6.2, you must have installed the following
software packages on the ES:
● Supported operating systems
– MS Windows XP SP2 or SP3
– MS Windows Server 2003 SP1 or SP2 with or without R2
– MS Windows Server 2008 Standard Edition as workstation computer (32-bit)
– MS Windows 7 32-bit & 64-bit Professional, Ultimate & Enterprise with or without SP1
– MS Windows Server 2008 R2 as workstation computer with or without SP1
● Required optional packages
– S7 F Systems V5.2 SP1 or higher
– Failsafe Blocks (V1_2) or S7 F Systems Lib V1_3 F-library
– For offline testing: S7-PLCSIM, dependent on the installed S7 F Systems version
– Automation License Manager (ALM) V3.0 SP1 or higher

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Installing
2.1 Requirements for installation

● For use with PCS 7:


– PCS 7 as of V7.0 SP3
– Windows version corresponding to PCS 7 version
● For use without PCS 7:
– STEP 7 as of V5.4 SP3 HF7
– CFC as of V7.0 SP1 HF8

Safety Matrix Viewer


To operate the Safety Matrix Viewer V6.2, you must have installed the following software
packages on the OS:
● Supported operating systems
– MS Windows XP SP2 or SP3
– MS Windows Server 2003 SP1 or SP2 with or without R2
– MS Windows Server 2008 Standard Edition as workstation computer (32-bit)
– MS Windows 7 32-bit & 64-bit Professional, Ultimate & Enterprise with or without SP1
– MS Windows Server 2008 R2 as workstation computer with or without SP1
● PCS 7 as of V7.0 SP3
● Automation License Manager (ALM) V3.0 SP1 or higher
With Safety Matrix Viewer V6.2, operator control and monitoring of Safety Matrices of
versions V5.2, V6.1, and V6.2 is possible.

Safety Matrix Editor


To operate the Safety Matrix Editor V6.2, you must have installed the following software
packages on your PC:
● Supported operating systems
– MS Windows XP SP2 or SP3
– MS Windows Server 2003 SP1 or SP2 with or without R2
– MS Windows Server 2008 Standard Edition as workstation computer (32-bit)
– MS Windows 7 32-bit & 64-bit Professional, Ultimate & Enterprise with or without SP1
– MS Windows Server 2008 R2 as workstation computer with or without SP1

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Installing
2.2 Installing

2.2 Installing

Note
Installations of older versions of the Safety Matrix components must be uninstalled prior to
installing Safety Matrix V6.2.

Note
For installation of the Safety Matrix Engineering Tool/Viewer V6.2, the same requirements
apply as described in the PCS 7 operating manual "PC Configuration and Authorization".
Additional information on this document is available in the preface.

WARNING
Check installed version of the Safety Matrix components
After installation of the Safety Matrix components, verify the respective version via
"Installed SIMATIC software" (VersionView).

Reading Readme files


Important current information regarding the delivered software is available in the Readme
files "Safety Matrix Engineering Tool – Readme", "Safety Matrix Viewer – Readme", "Safety
Matrix Editor – Readme", and "Safety Matrix AS-OS-Engineering – Readme". You can
arrange for the Readme files to be displayed at the end of the corresponding setup program.
At a later point, you can open the readme file by selecting SIMATIC > Product Notes >
English in the Windows Start menu. You will find the Readme files in the installation directory
of the respective Safety Matrix component.

Installing Safety Matrix Engineering Tool V6.2


1. Start your ES. Ensure that no STEP 7 applications are open.
2. Insert the product CDSafety Matrix V6.2.
3. Start the SETUP.EXE program on the CD.
4. Follow the setup program instructions.
Select the component Safety Matrix Engineering Tool in the setup.
5. If you are using Safety Matrices in a PCS 7 environment, select the "AS-OS Engineering"
check box.

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Installing
2.2 Installing

Installing Safety Matrix Viewer V6.2


1. Start your ES/OS. Ensure that no SIMATIC applications are open.
2. Insert the product CDSafety Matrix V6.2.
3. Start the SETUP.EXE program on the CD.
4. Follow the setup program instructions.
Select the component Safety Matrix Viewer in the setup.

Installing Safety Matrix Editor V6.2


1. Start your PC.
2. Insert the product CDSafety Matrix V6.2.
3. Start the SETUP.EXE program on the CD.
4. Follow the setup program instructions.
Select the component Safety Matrix Editor in the setup.

License key (usage authorization)


A license key is required for each component of Safety Matrix V6.2. This license key is
installed in the same way as for STEP 7 and the optional packages. For information on
installing and working with license keys, refer to the Readme file and the STEP 7 basic help.

Documentation
When a component of Safety Matrix V6.2 is installed, a shortcut for German and English with
the name 'Safety Matrix - Engineering Tool' is stored in the respective SIMATIC directory for
manuals (Windows Start menu in the subdirectorySIMATIC > Documentation).

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Installing
2.3 Uninstalling Safety Matrix V6.2 Components

2.3 Uninstalling Safety Matrix V6.2 Components

Uninstalling Safety Matrix V6.2 components

Note
For uninstalling the Safety Matrix Engineering Tool/Viewer V6.2, the same requirements
apply as described in the "PCS 7 Process Control System; PC Configuration and
Authorization" Manual. Additional information on this document is available in the preface.

Use the normal procedure in Windows for uninstalling software:


1. In Windows, double-click the "Add or Remove Programs" icon in "Control Panel" to open
the dialog box for installing software.
2. Select the "SIMATIC SafetyMatrix Engineering Tool V6.2", "SIMATIC SafetyMatrix AS/OS
Engineering V6.2", and/or "SIMATIC SafetyMatrix Viewer V6.2" or "SIMATIC SafetyMatrix
Editor V6.2" entry in the list of installed software. Click the "Add/Remove" button to
uninstall the software.

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Installing
2.4 Introducing the new Safety Matrix block icon into the PCS 7 OS

2.4 Introducing the new Safety Matrix block icon into the PCS 7 OS

Note
The Safety Matrix Viewer V6.2 contains block icons for Safety Matrix V6.2 and a block icon
for Safety Matrix V5.2 or V6.1. This allows you to commonly operate the following
Safety Matrix versions on a single OS:
• V6.2 and V5.2
• V6.2 and V6.1

Converting pictures
If you are using PCS7 V7.1 or higher, you must convert the pictures to the WinCC version
you are using. Follow the steps outlined below.
1. Launch WinCC Explorer for the OS contained in the Safety Matrix project.
2. Right-click the "Graphics Designer" entry in WinCC Explorer.
3. Select "Convert pictures" in the context menu. All pictures are converted.
As of PCS 7 V8.0 SP1, select the Options > Convert project data menu command. Select
the option "Pictures and faceplates" and close the dialog box by clicking OK.
4. Deselect the following pictures in the "Basic data" tab to use the OS Project Editor again:
– @PG_F_MATCTL*
– @PG_F_MA_AL*
– @PG_F_SC_AL*
– @PG_F_SE_AL*
– @PCS7Typicals_S7FSMTX.PDL

Note
As of PCS 7 V8.0 SP1 it is not absolutely necessary to convert the pictures. For additional
information refer to the documentation for SIMATIC WinCC V7.2.

Introducing pictures into an existing Safety Matrix project


To use the new features of the Safety Matrix faceplate in an existing project, you must
update the project.
1. To do so, launch WinCC Explorer for the OS contained in the Safety Matrix project.
2. Open the OS Project Editor and click OK. The project is reconfigured and, as a result, the
new block icon will be adopted.
3. Open the Global Script C-Editor and select the Options > Regenerate headers menu
command.

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2.4 Introducing the new Safety Matrix block icon into the PCS 7 OS

Without update of the Safety Matrix library


If you have chosen to use the Safety Matrix without update of the Safety Matrix library,
perform the following step:
● In order to introduce the new block icon into existing plant pictures, you must recompile
the relevant project.
If necessary, configure the desired permissions for the block icons.

With update of the Safety Matrix library


If you have chosen to use the Safety Matrix with update of the Safety Matrix library, proceed
as follows:
● In order to introduce the new block icon into existing plant pictures, you must recompile
the relevant project.
Note that the PH assignment and the assignment of permissions is now performed in the
Safety Matrix Engineering Tool (see section ""Properties" dialog box of the Safety Matrix
(Page 80)").

Recompiling the relevant project


1. To do so, start SIMATIC Manager.
2. Make sure that the "Derive block icons from the plant hierarchy" option is selected in the
"Block icons" tab of the object properties for the relevant picture object. (This is the
default setting in PCS 7 V7 and higher.)

Note
If user settings for the block icon of a Safety Matrix are to be retained during a
subsequent OS compilation of an existing picture, you must clear the "Derive block icons
from the plant hierarchy" option for this WinCC picture.

3. Highlight the OS object and select "Compile" in the context menu to compile the OS.
4. Click the "Compile" button in the last dialog of the "Compile OS" wizard.

Result
Once you have performed these steps, your project contains the new Safety Matrix block
icon.
Repeat these steps for all projects.

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Installing
2.5 Upgrading to Safety Matrix V6.2

2.5 Upgrading to Safety Matrix V6.2

2.5.1 Overview of upgrading

Basic procedure for upgrading


When Safety Matrix V5.2 or V6.1 is upgraded to V6.2, the following steps must be carried
out in the order given:
1. Upgrade the Safety Matrix as described below.
2. If necessary, upgrade the S7 F Systems Lib F-library as described in the "S7 F/FH
Systems Configuring and Programming " Programming and Operating Manual. Additional
information on this document is available in the preface.
3. If necessary, upgrade PCS 7 as described in the PCS 7 documentation.

Use cases for upgrading

Migration from... Update of Safety Matrix library ...to Safety Matrix V6.2
Safety Matrix V5.2 Required Use case 1 (Page 33)
Safety Matrix V6.1 Yes Use case 2 (Page 37)
Safety Matrix V6.1 No Use case 3 (Page 41)
Safety Matrix V5.2/V6.1; No Use case 4 (Page 43)
Update of the Safety Matrix Viewer only
Safety Matrix V6.2.1 to V6.2.2 Yes Use case 5 (Page 44)
• without transfer of the Matrix
Safety Matrix V6.2.1 to V6.2.2 Yes Use case 6 (Page 46)
• with transfer of the Matrix

General notes on upgrading


After installation of Safety Matrix V6.2, changes to existing Safety Matrices will cause an
upgrade. This upgrade can be performed with or without an upgrade of the Safety Matrix
library. See table above.
If an upgrade with Safety Matrix library update is performed, the F-CPU must be switched to
STOP. A STOP of the F-CPU is not necessary for user cases 5 or 6.

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2.5 Upgrading to Safety Matrix V6.2

Variants when upgrading


Before upgrading a specific project to Safety Matrix V6.2, you must choose one of these two
variants:

Variant Consequences
Advantages Disadvantages
Without update of the Safety Matrix Safety program is unchanged, which Use of new features is limited
library means a CPU STOP is not necessary.
With update of the Safety Matrix library • Expanded engineering Modified safety program, which means
a CPU STOP is necessary.
• Expanded functionality for operator
control and monitoring A STOP of the F-CPU is not necessary
for user cases 5 or 6.
• Use of different versions on one OS
is possible

If you are upgrading the Safety Matrix to update the Safety Matrix library, you can use the full
functionality of the enhanced alarm response. For more information see the section
"Message configuration (Page 67)" and section ""Properties" dialog box of the Safety Matrix
(Page 80)", 'Alarms' tab. The message configuration for individual causes/effects is disabled
by default.

2.5.2 Use case 1

Objective
Update of the Safety Matrix Engineering Tool as well as the Safety Matrix library.

Introduction
This use case helps you when migrating from Safety Matrix V5.2 to Safety Matrix V6.2.

Requirements
A project has been compiled and downloaded (acceptance tested, if necessary). This project
must contain the Failsafe Blocks (V1_2 + SP1 or higher) of the F-Library. You can verify this
as follows:
● Open the block folder of the program in the detail view in SIMATIC Manager. In the
"Version (Header)" column, "3.1" (or higher) must be specified for the following F-channel
drivers:
– F_CH_DI
– F_CH_DO
– F_CH_AI
No changes are allowed to be made offline that have not also been downloaded online.

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Installing
2.5 Upgrading to Safety Matrix V6.2

Consequences
● Changing the collective signature
● Requires a complete download with CPU STOP.

Procedure
1. Create a backup copy of the entire S7 project for comparison purposes before you install
Safety Matrix V6.2.
2. Install Safety Matrix V6.2 on the ES.
3. Install Safety Matrix AS OS Engineering on the ES, if necessary.
4. Install Safety Matrix Viewer on the ES/OS, if necessary.
5. Right-click the "Matrices" folder in the S7 program folder and select the Object properties
of the matrix folder.
6. On the "Matrix" tab of the object properties, select the Safety Matrix library "SafetyMatrix
Lib (V1_3)" you want to use for this S7 program.
7. Confirm the subsequent prompts. The blocks will be copied to the S7 program folder.
8. Open the Safety Matrix and transfer it with the following transfer option settings:
– Transfer option "Use imported channel drivers (IEA support)" cleared
– Transfer option "Chart + Parameters" selected
– Transfer option "Clean nested chart connections" selected
– Transfer option "Position blocks" selected along with option "Update all"
9. Perform step 8 for all available Safety Matrices. Meanwhile, other CFC actions are not
allowed.
10.Compile the SIMATIC project.
11.Using the Tools > Compare Programs menu command in the Safety Matrix Engineering
Tool, compare the safety program with the backup copy from step 1.
Following a successful upgrade, the following change is listed for each Safety Matrix:
Safety Matrix non-critically changed, New version of matrix,
SWC Parameter has been modified

12.Also compare the safety program with the backup copy. To do so, click the Compare...
button in the "Customize safety program" dialog box in SIMATIC Manager.

Result of the comparison in Step 12


The result of the comparison is a list with three sections: "Runtime level", "Chart" and
"Changed system charts". Changes in the matrix listed in the "Chart" section (format: "Matrix
name" chart, "@Matrix name" chart...) better interpreted with the menu command Tools >
Compare Programs and can therefore be ignored at this point. The "@FMatrices" chart is
created automatically.

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2.5 Upgrading to Safety Matrix V6.2

After a successful upgrade, the following changes are listed in the "Runtime level" section:
In each OB with safety program:
Block "@F_CycCo-OBxx\F_TEST": Signature Changed
In each runtime group with Safety Matrix F-blocks:
● One entry per Safety Matrix:
Block "MatrixName\@MatrixName\Libvers(F_AND4)": Added
● One section per Safety Matrix (Status_DB):
Block "Matrixname\@Matrixname\C_Status(F_StatDB)": Signature
Changed, Interface Changed 'xxx'<->'xxx'
SM_VER Value: ’16#0003’ <- ’16#0001’
DB_Num Structure: 'CHAR' <- 'BOOL'
FlowCnt Deleted
CYC Deleted

Block "MatrixName\@MatrixName\E_Status(F_StatDB)": Signature


Changed, Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0001'
DB_Num Structure: 'CHAR' <- 'BOOL'
FlowCnt Deleted
CYC Deleted
● One section for each F_Cause F-FB per Safety Matrix
Block "Matrixname\@Matrixname\Cxx(F_Cause)": Signature Changed,
Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0001'
C_Status_DB Structure: 'CHAR' <- 'BOOL'
DB_GROUP Added
MatrixSize Value: 'Not Interconnected' <-
'Interconnected (MatrixName\@MatrixName\MatrixName\Size)'
For each discrete or analog tag of another Safety Matrix (prefix "@") used:
ConnectorName Value: 'MatrixName1\MatrixName1\TAG-Name\Q' <-
'@MatrixName\TAG-Name'
or
ConnectorName Value: 'MatrixName1\MatrixName1\TAG-Name\V' <-
'@MatrixName\TAG-Name'
The following default parameters for the operation and monitoring or reporting:
P_LIMV_xx Added
VMODx_R_yy Added
VMODx_B_yy Added
HMI Added
DB_NUM Added
CYC Deleted
● One section for the F_Inters F-FB per Safety Matrix
Block " MatrixName\@MatrixName\Inters(F_Inters)": Signature Changed,
Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0001'
C_Status_DB Structure: 'CHAR' <- 'BOOL'
MatrixSize Value: 'Not Interconnected' <-
'Interconnected (MatrixName\@MatrixName\MatrixName\Size)'

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Installing
2.5 Upgrading to Safety Matrix V6.2

Inters_xxxx Added
E_Trip_DB Structure: 'CHAR' <- 'BOOL'
CYC Deleted
Using the menu command Tools > Compare Programs and the configuration report, you can
create a document about the unused ports.
● One section for each F_Effect F-FB per Safety Matrix
Block "MatrixName\@MatrixName\Exx(F_Effect)": Signature Changed,
Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0001'
E_Trip_DB Structure: 'CHAR' <- 'BOOL'
E_Status_DB Structure: 'CHAR' <- 'BOOL'
DB_GROUP Added
MatrixSize Value: 'Not Interconnected' <-
'Interconnected (MatrixName\@MatrixName\MatrixName\Size)'
The following default parameters for the operation and monitoring or reporting:
P_OVTM_xx Added
DB_NUM Added
CYC Deleted
● One section for the F_Matctl F-FB per Safety Matrix
Block "MatrixName\@MatrixName\MatrixName(F_Matctl)": Signature
Changed, Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0001'
C_Status_DB Structure: 'CHAR' <- 'BOOL'
E_Trip_DB Structure: 'CHAR' <- 'BOOL'
E_Status_DB Structure: 'CHAR' <- 'BOOL'
MatrixID Value: '16#xxxxxxxx' <- '16#xxxxxxxx'
TIME_SWC Added
EN_SWC Added
MatrixSig Value: 'Interconnected (@MatrixName\MatrixSig)' <- 'Not
Interconnected'
(if necessary)
Any_CB Added
Any_EB Added
Any_CW Added
Any_EW Added
CAct_Num Added
EAct_Num Added
DB_NUM Added
IntEvent Added
Size Value: 'Not Interconnected' <-
'Interconnected (MatrixName\@MatrixName\Exx\MatrixSize, …)’
ViewTime Added
SWC_AKT Added
SecCmdStat Added
DurationMin Added
Msec Value: 'Interconnected (@MatrixName\Msec)' <- 'Not
Interconnected'
MaxMsec Value: 'Interconnected (@MatrixName\MaxMsec)' <- 'Not
Interconnected'
MtxVersion Added
DB_NUM_D Added
TempBuf1 Value: '''' <- ''1234567890''

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TempBuf Value: '''' <- ''1234567890''


EV_ID Deleted
ALARM_EN Deleted
SecureDataVerf Deleted
Dummy Deleted
Dummy2 Deleted
MSG_ERR Deleted
MSG_STAT Deleted
MSG_ACK Deleted
DIAGSTAT Deleted

If the comparison results from steps 11 or 12 include entries in addition to those listed, you
must identify and evaluate the reason for the change, taking into account your specific
system, and make the appropriate adjustments according to your requirements.

Measures after upgrading


After a successful upgrade of the Safety Matrix, the following measures must be taken.
1. To operate the Safety Matrices after upgrading, you must interconnect the EN_SWC input
parameters of all nested charts of the matrix logic ("@MatrixName"); see section
"Transaction for Secure Write (Page 139)".
2. Enter the time interval for a transaction for your specific system, especially if you want to
use the new "2-operator scenario" feature on the PCS 7 OS. This time can be specified
by the user on the "Parameters" tab of the "Properties" dialog box; the default setting is
60 s.
3. After a successful upgrade, an acceptance test of the changes can be conducted as
defined in section "Acceptance test for a Safety Matrix (Page 159)". An additional function
test is not required for the changes listed under steps 11 and 12.
4. Upgrade the block icons in the OS pictures as described in section "Introducing the new
Safety Matrix block icon into the PCS 7 OS (Page 30)".
5. Compile and download the OS.
6. Download the S7 program to the F-CPU.

2.5.3 Use case 2

Objective
Update of the Safety Matrix Engineering Tool as well as the Safety Matrix library.

Introduction
This use case helps you when migrating from Safety Matrix V6.1 to Safety Matrix V6.2 with a
Safety Matrix library update.

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Requirements
A project has been compiled and downloaded (acceptance tested, if necessary). This project
must contain the Failsafe Blocks (V1_2 + SP1 or higher) of the F-Library. You can verify this
as follows:
● Open the block folder of the program in the detail view in SIMATIC Manager. In the
"Version (Header)" column, "3.1" (or higher) must be specified for the following F-channel
drivers:
– F_CH_DI
– F_CH_DO
– F_CH_AI
No changes are allowed to be made offline that have not also been downloaded online.

Consequences
● Changing the collective signature
● Requires a complete download with CPU STOP.

Procedure
1. Create a backup copy of the entire S7 project for comparison purposes before you install
Safety Matrix V6.2.
2. Install Safety Matrix V6.2 on the ES.
3. Install Safety Matrix AS OS Engineering on the ES, if necessary.
4. Install Safety Matrix Viewer on the ES/OS, if necessary.
5. Right-click the "Matrices" folder in the S7 program folder and select the Object properties
of the matrix folder.
6. On the "Matrix" tab of the object properties, select the Safety Matrix library "SafetyMatrix
Lib (V1_3)" you want to use for this S7 program.
7. Confirm the subsequent prompts. The blocks will be copied to the S7 program folder.
8. Open the Safety Matrix and transfer it with the following transfer option settings:
– Transfer option "Use imported channel drivers (IEA support)" cleared
– Transfer option "Chart + Parameters" selected
– Transfer option "Clean nested chart connections" selected
– Transfer option "Position blocks" selected along with option "Update all"
9. Perform step 8 for all available Safety Matrices. Meanwhile, other CFC actions are not
allowed.
10.Compile the SIMATIC project.

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11.Using the Tools > Compare Programs menu command in the Safety Matrix Engineering
Tool, compare the safety program with the backup copy from step 1.
Following a successful upgrade, the following change is listed for each Safety Matrix:
Safety Matrix non-critically changed, New version of matrix

When using the S7 F Systems Lib V1_3 you will also get a non-critical change for each
symbolically interconnected TAG in the form:
VMODx_B/R_y: @Tag name <-> 0/0.0

12.Also compare the safety program with the backup copy. To do so, click the Compare...
button in the "Customize safety program" dialog box in SIMATIC Manager.

Result of the comparison in Step 12


The result of the comparison is a list with three sections: "Runtime level", "Chart" and
"Changed system charts". Changes in the matrix listed in the "Chart" section (format: "Matrix
name" chart, "@Matrix name" chart...) better interpreted with the menu command Tools >
Compare Programs and can therefore be ignored at this point. The "@FMatrices" chart is
created automatically.

Runtime level
After a successful upgrade, the following changes are listed in the "Runtime level" section:
In each runtime group with Safety Matrix F-blocks:
● One section per Safety Matrix (Status_DB):
Block " MatrixName\@MatrixName\C_Status(F_StatDB)": Signature
Changed
SM_VER Value: '16#0003' <- '16#0002'

Block " MatrixName\@MatrixName\E_Status(F_StatDB)": Signature


Changed
SM_VER Value: '16#0003' <- '16#0002'
● One section for each F_Cause F-FB per Safety Matrix
Block "Matrixname\@Matrixname\Cxx(F_Cause)": Signature Changed,
Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0002'
DB_GROUP Added
The following default parameters for the operation and monitoring or reporting:
P_LIMV_xx Added
VMODx_R_yy Added
VMODx_B_yy Added
DB_NUM Added
Reserve Deleted
● One section for the F_Inters F-FB per Safety Matrix
Block " MatrixName\@MatrixName\Inters(F_Inters)": Signature Changed,
Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0002'
Inters_xxxx Added

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Using the menu command Tools > Compare Programs and the configuration report, you can
create a document about the unused ports.
● One section for each F_Effect F-FB per Safety Matrix
Block "MatrixName\@MatrixName\Exx(F_Effect)": Signature Changed,
Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0002'
DB_GROUP Added
The following default parameters for the operation and monitoring or reporting:
P_OVTM_xx Added
DB_NUM Added
● One section for the F_Matctl F-FB per Safety Matrix
Block "MatrixName\@MatrixName\MatrixName(F_Matctl)": Signature
Changed, Interface Changed 'xxx'<->'xxx'
SM_VER Value: '16#0003' <- '16#0002'
Any_CB Added
Any_EB Added
Any_CW Added
Any_EW Added
CAct_Num Added
EAct_Num Added
DB_NUM Added
IntEvent Added
Size Value: 'Not Interconnected' <- 'Interconnected ()’
MtxVersion Value: ''05.00'' <- ''04.00''
DB_NUM_D Added
EV_ID Deleted

Changed system charts


If you use the F library Failsafe Blocks (V1_2), you will also get the following display in the
"Changed system charts" section
In each OB with safety program:
Block "@F_CycCo-OBxx\F_TEST": Signature Changed
If the comparison results from steps 11 or 12 include entries in addition to those listed, you
must identify and evaluate the reason for the change, taking into account your specific
system, and make the appropriate adjustments according to your requirements.

Measures after upgrading


After a successful upgrade of the Safety Matrix, the following measures must be taken.
1. After a successful upgrade, an acceptance test of the changes can be conducted as
defined in section "Acceptance test for a Safety Matrix (Page 159)". An additional function
test is not required for the changes listed under steps 11 and 12.
2. Upgrade the block icons in the OS pictures as described in section "Introducing the new
Safety Matrix block icon into the PCS 7 OS (Page 30)".
3. Compile and download the OS.
4. Download the S7 program to the F-CPU.

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2.5.4 Use case 3

Objective
Update of the Safety Matrix Engineering Tool

Introduction
This user case helps you when migrating from Safety Matrix V6.1 to Safety Matrix V6.2
without update of the Safety Matrix library.

Requirements
A project has been compiled and downloaded (acceptance tested, if necessary). This project
must contain the Failsafe Blocks (V1_2 + SP1 or higher) of the F-Library. You can verify this
as follows:
● Open the block folder of the program in the detail view in SIMATIC Manager. In the
"Version (Header)" column, "3.1" (or higher) must be specified for the following F-channel
drivers:
– F_CH_DI
– F_CH_DO
– F_CH_AI
No changes are allowed to be made offline that have not also been downloaded online.

Consequences
● No changes to safety program
● No changes to the collective signature

Note
If you choose this scenario, the Safety Matrix will continue using the blocks of version
V6.1 and a CPU STOP is not required. The software interface corresponds to version
V6.2, but the functional scope is still that of version V6.1, with the exception of the
following functions, which are now available:
• You can continue to process not only the status of a cause or effect but also the status
of an effect tag within the Safety Matrix for an input tag ("Effect[x](TAG)[y]"). See
section ""Cause details" dialog box - "Configure" tab (Page 91) ".
• In addition, you can select and use colors for the status changes of causes, effects,
and intersections (see section ""Adjust" dialog boxes (Page 85)").
You can change over to use the "SafetyMatrix Lib (V1_3)" at any time on the "Matrix" tab
of the Object properties of the matrix folder. Note that this changeover requires a CPU
STOP (see section "Use case 2 (Page 37)").
It is not possible to change from "SafetyMatrix Lib (V1_3)" back to "SafetyMatrix Lib
(V1_2)".

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Procedure
1. Create a backup copy of the entire S7 project for comparison purposes before you install
Safety Matrix V6.2.
2. Install Safety Matrix V6.2 on the ES.
3. Install Safety Matrix AS OS Engineering on the ES, if necessary.
4. Install Safety Matrix Viewer on the ES/OS, if necessary.
5. Open the Safety Matrix and transfer it with the same transfer option settings that you
have used for the last work. Accept the non-critical changes.
6. Perform step 5 for all available Safety Matrices. Meanwhile, other CFC actions are not
allowed.
7. Compile the SIMATIC project.
8. Using the Tools > Compare Programs menu command in the Safety Matrix Engineering
Tool, compare the safety program with the backup copy from step 1.
Following a successful upgrade, the following change is listed for each Safety Matrix:
No differences found

9. Also compare the safety program with the backup copy. To do so, click the Compare...
button in the "Customize safety program" dialog box in SIMATIC Manager.

Result of the comparison in Step 9


No changes to the safety program

Measures after upgrading


After a successful upgrade of the Safety Matrix, the following measures must be taken.
1. Upgrade the block icons in the OS pictures as described in section "Introducing the new
Safety Matrix block icon into the PCS 7 OS (Page 30)".
2. Compile and download the OS.

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2.5.5 Use case 4

Objective
Update of the Safety Matrix Viewer

Introduction
This use case helps you when migrating from Safety Matrix Viewer V6.0/V6.1 to Safety
Matrix Viewer V6.2.

Requirement
A project has been compiled and downloaded.

Consequences
● No changes to safety program
● No changes to the collective signature
● OS compilation required

Procedure
1. Create a backup copy of the entire S7 project for comparison purposes before you install
Safety Matrix V6.2.
2. Install Safety Matrix AS OS Engineering on the ES, if necessary.
3. Install Safety Matrix Viewer on the ES/OS as well as the corresponding client.
4. Launch WinCC Explorer for the OS contained in the Safety Matrix project.
5. Open the OS Project Editor and click OK. The project is reconfigured and, as a result, the
new block icon will be adopted.
6. Open the Global Script C-Editor and select the Options > Regenerate headers menu
command.
7. Perform the steps illustrated in chapter "Introducing the new Safety Matrix block icon into
the PCS 7 OS (Page 30)" under "Convert pictures".
In order to introduce the new block icon into existing plant pictures, you must recompile the
relevant project.
If necessary, configure the desired permissions for the block icons.
1. Start SIMATIC Manager.
2. Make sure that the "Derive block icons from the plant hierarchy" option is selected in the
"Block icons" tab of the object properties for the relevant picture object. (This is the
default setting in PCS 7 V7 and higher.)
3. Highlight the OS object and select "Compile" in the context menu to compile the OS.

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4. Click the "Compile" button in the last dialog of the "Compile OS" wizard.
5. Repeat these steps for all projects.

Result
Once you have performed these steps, your project contains the new Safety Matrix block
icon.

2.5.6 Use case 5

Objective
Update of the Safety Matrix Engineering Tool as well as the Safety Matrix library without
transfer of the matrix.

Introduction
This user case helps you when switching from Safety Matrix V6.2.1 to Safety Matrix V6.2.2
with an update of the Safety Matrix library.

Requirement
A project has been compiled and downloaded (possibly approved). This project must include
the blocks of the F-library Failsafe Blocks (V1_2 + SP1) or later. You can check this as
follows:
● Open the block folder of the program in detail view in SIMATIC Manager . The column
"Version (Header)" must include the information "3.1" (or later) for the following F-channel
drivers:
– F_CH_DI
– F_CH_DO
– F_CH_AI
There may be no offline changes that are not also downloaded online.

Consequences
● Change of the collective signature

Note
The matrix does not have to be transferred again when you select this scenario.
The number of used output tags is not saved when there is no transfer, and alarm messages
are only generated for the first output tag when you use F_SE_AL.

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Procedure
1. Create a backup copy of the entire S7 project for comparison purposes before you install
Safety Matrix V6.2.
2. If you have created your own templates in the Safety Matrix library (for preprocessing),
save the current Matrix library under a new name.
Changes to the existing library will otherwise be lost during the upgrade.
3. Install Safety Matrix V6.2.2 on the ES.
4. Install Safety Matrix AS OS Engineering on the ES, if necessary.
5. Install Safety Matrix Viewer on the ES/OS, if necessary.
6. Right-click the "Matrices" folder in the S7 program folder and select the Object properties
of the matrix folder.
7. In the "Matrix" tab of the object properties select the Safety Matrix library "SafetyMatrix
Lib (V1_3)" that is to be used for this S7 program.
8. Confirm the subsequent queries. The blocks are copied to the S7 program folder.
9. Open the "Charts" folder in the S7 program folder and open a CFC chart.
10.Open the Options menu item and select the item "Block types".
11.Select all items in the chart folder and click "New version …".
12.Update all modified blocks.
13.Compile the SIMATIC project.
14.Compare the safety program with the backup copy from step 1 by using the Options >
Compare programs menu command in the Safety Matrix Engineering Tool .
The following change is listed for each Safety Matrix after successful upgrade:
No differences found

15.Also compare the safety program with the backup copy.


To do so, use the Compare... button in the "Edit Safety Program" dialog of SIMATIC
Manager .

Result of comparison in step 15


The result of the comparison in a list with three sections: "Execution level", "Chart" and
"Modified system charts". Listed changes of the Matrix in the "Chart" section" (format:
"Matrix name" chart, "@Matrix_name" chart...) can be better interpreted with the Options >
Compare programs menu command and can therefore be ignored at this point. The
"@FMatrices" chart is created automatically.
Modified system charts
The following changes are listed in the "Modified system charts" section after successful
upgrade:
Block "F_Inters": Signature changed
Block "F_Effect": Signature changed

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If you receive items in addition to the listed changes for the comparison results in steps 14 or
15, you must determine the plant-specific background of the change, evaluate it and possibly
change it to meet your requirements.

Measures after the upgrade


The following measures must be implemented after successful upgrade of the Safety Matrix.
1. An approval of the change according to section "Acceptance test for a Safety Matrix
(Page 159)" can take place after successful upgrade. No additional function test is
required for the changes listed under steps 14 and 15.
2. Upgrade the block icons in the OS pictures as described in section "Introducing the new
Safety Matrix block icon into the PCS 7 OS (Page 30)".
3. Compile and download the OS.
4. Download the S7 program to the F-CPU.

2.5.7 Use case 6

Objective
Update of the Safety Matrix Engineering Tool as well as the Safety Matrix library with
transfer of the matrix.

Introduction
This user case helps you when switching from Safety Matrix V6.2.1 to Safety Matrix V6.2.2
with an update of the Safety Matrix library.

Requirement
A project has been compiled and downloaded (possibly approved). This project must include
the blocks of the F-library Failsafe Blocks (V1_2 + SP1) or later. You can check this as
follows:
● Open the block folder of the program in detail view in SIMATIC Manager . The column
"Version (Header)" must include the information "3.1" (or later) for the following F-channel
drivers:
– F_CH_DI
– F_CH_DO
– F_CH_AI
There may be no offline changes that are not also downloaded online.

Consequences
● Change of the collective signature

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Procedure
1. Create a backup copy of the entire S7 project for comparison purposes before you install
Safety Matrix V6.2.
2. If you have created your own templates in the Safety Matrix library (for preprocessing),
save the current Matrix library under a new name. Changes to the existing library will
otherwise be lost during the upgrade.
3. Install Safety Matrix V6.2.2 on the ES.
4. Install Safety Matrix AS OS Engineering on the ES, if necessary.
5. Install Safety Matrix Viewer on the ES/OS, if necessary.
6. Right-click the "Matrices" folder in the S7 program folder and select the Object properties
of the matrix folder.
7. In the "Matrix" tab of the object properties select the Safety Matrix library "SafetyMatrix
Lib (V1_3)" that is to be used for this S7 program.
8. Confirm the subsequent queries. The blocks are copied to the S7 program folder.
9. Open the "Charts" folder in the S7 program folder and open a CFC chart.
10.Open the Options menu item and select the item "Block types".
11.Select all items in the chart folder and click "New version …".
12.Update all modified blocks.
13.Open the Safety Matrix and transfer it with the following settings of the transfer options:
– Transfer option "Chart + Parameters" activated
– Transfer option "Clean up nested chart connections" activated
– Transfer option "Place blocks" activated with option "Update all"
14.Execute step 13 for all existing Safety matrices. No additional CFC actions are permitted
in the meantime.
15.Compile the SIMATIC project.
16.Compare the safety program with the backup copy from step 1 by using the Options >
Compare programs menu command in the Safety Matrix Engineering Tool .
The following change is listed for each Safety Matrix after successful upgrade:
New Matrix version

A section for the change to the configuration is listed for each effect:
Effect1 "Tag1-4" Modified

Configuration: Par 0x000X0000=1; <-> Par 0x000X0000=0;

17.Also compare the safety program with the backup copy. To do so, use the Compare...
button in the "Edit Safety Program" dialog of SIMATIC Manager.

Result of comparison in step 17


The result of the comparison in a list with three sections: "Execution level", "Chart" and
"Modified system charts". Listed changes of the Matrix in the "Chart" section" (format:

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"Matrix name" chart, "@Matrix_name" chart...) can be better interpreted with the Options >
Compare programs menu command and can therefore be ignored at this point. The
"@FMatrices" chart is created automatically.
Execution level
The following changes are listed in the "Execution level" section after successful upgrade:
In each runtime group with Safety Matrix F-blocks:
● One section per Safety Matrix for each F_Effect F-FB
Block "MatrixName\@MatrixName\Exx(F_Effect)": Signature changed

Config_X value: '16#xxxYxxxx' <- '16#xxx0xxxx'

● One section per Safety Matrix for each F_Matctl F-FB


EffectCRC value: 'yyyyyyyyyy' <- 'xxxxxxxxxx'

MinorRev value: 'y' <- 'x'

Modified system charts


The following changes are listed in the "Modified system charts" section after successful
upgrade:
Block "F_Inters": Signature changed
Block "F_Effect": Signature changed
If you receive items in addition to the listed changes for the comparison results in steps 16 or
17, you must determine the plant-specific background of the change, evaluate it and possibly
change it to meet your requirements.

Measures after the upgrade


The following measures must be implemented after successful upgrade of the Safety Matrix.
1. An approval of the change according to section "Acceptance test for a Safety Matrix
(Page 159)" can take place after successful upgrade. No additional function test is
required for the changes listed under steps 16 and 17.
2. Upgrade the block icons in the OS pictures as described in section "Introducing the new
Safety Matrix block icon into the PCS 7 OS (Page 30)".
3. Compile and download the OS.
4. Download the S7 program to the F-CPU.

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Software user interface 3
3.1 Inserting a new Safety Matrix

Matrix object
In a SIMATIC project, the cause/effect logic is stored in a Safety Matrix object in which the
logic is set up and transferred to a CFC chart in the form of function blocks. Each Safety
Matrix object supports up to 128 causes and 128 effects with a maximum of 1024
intersections. Depending on its memory capacity, one F-CPU can support several matrices.

Adding a Safety Matrix object in a project


1. Open SIMATIC Manager and select the component view.
2. Open the project in SIMATIC Manager.
3. Navigate to the S7 program folder in the project.
4. Right-click the S7 program folder, and select Insert new object > Matrix folder. A new
Safety Matrix folder named "Matrices" is created in the S7 program.
5. Right-click the "Matrices" folder and select the Object properties of the matrix folder.
6. On the "General" tab, you can assign a name (maximum of 24 characters), author
(maximum of 40 characters), and a comment (maximum of 254 characters) for the matrix
folder.
7. Right-click the matrix folder, and select Insert new object > Matrix.
8. Enter a name (up to 24 characters) for the Safety Matrix object. Make sure that the
assigned name is unique from all others in the system. This entry is not case-sensitive.

Note
To copy a Safety Matrix, use the Safety Matrix Engineering Tool to save the existing
Safety Matrix under a different name (File > Save as menu command) and then import it
in the Safety Matrix folder provided. To do so, follow the procedure outlined in section
"Importing a cause/effect matrix file (.cem) to a PCS 7 project (Page 109) ".

9. Double-click the Safety Matrix object in SIMATIC Manager.

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3.1 Inserting a new Safety Matrix

Result
The Safety Matrix Engineering Tool opens the Safety Matrix. The following figure shows the
user interface of a Safety Matrix with highlighted configuration and information areas.

Log window
Another important component of the Safety Matrix user interface is the log window that
opens and becomes active for displaying:
● Configuration report
● Validation report
● Event log
The log window is arranged below the Safety Matrix by default, but you can move and resize
it as needed.
If the log window is activated, a reduced menu bar is available containing the familiar
Windows commands for saving, printing, arranging windows, and help.

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3.1 Inserting a new Safety Matrix

Status bar
The status bar of the Safety Matrix is different in online and offline modes:
● In offline mode, the status bar contains an area for status display and an area for error
display.
● In online mode, the status bar contains an area for status display, an area for error
display, and additionally a date/time display.

Name of Safety Matrix must be unique

WARNING
Unique names for Safety Matrix
You must assign each Safety Matrix a name that is unique from all others in the system in
order to provide adequate security for online communication during a Secure Write
transaction.

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3.2 Menu bar of the Safety Matrix

3.2 Menu bar of the Safety Matrix

Overview of menu bar


The menu bar of the Safety Matrix contains the following menu commands:
● File
● Edit
● Monitor
● View
● Options
● Window
● Help
The respective subcommands of the menu commands are explained below.

Note
All menu commands found in the Safety Matrix Engineering Tool are listed along with their
subcommands. For information about restrictions in the range of functions in the Safety
Matrix Editor, see Chapter "Safety Matrix Editor (Page 111)".

"File" menu command


You use the commands in this menu to edit a Safety Matrix file before it becomes a Safety
Matrix object in SIMATIC Manager. To use the Safety Matrix in SIMATIC Manager, you must
import the file after editing.

WARNING
Editing of the Safety Matrix file
You must use the Safety Matrix Engineering Tool or the Safety Matrix Editor to edit the cem
files.

Command Function
New Opens an empty Safety Matrix named "NewMatrix.cem" as a read-only file. To
assign a file name to the new Safety Matrix, use Save.
Open Displays the Open dialog box for selecting and opening a previously configured
Safety Matrix. Use this option to open a Safety Matrix for editing.
Close Closes the current Safety Matrix file. You will be prompted to save your changes
to the Safety Matrix before closing the file.

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3.2 Menu bar of the Safety Matrix

Command Function
Save Saves the current Safety Matrix as a file. When changes to the Safety Matrix are
saved, the new Safety Matrix will replace the older version. If a Safety Matrix is
overwritten in a project, you will be prompted to check the log file and specify
which changes you want to accept (critical/not critical). Likewise, you will be
prompted to enter the password for the safety program. A password is not re-
quired if you save the Safety Matrix as a new file.
Save as... Saves the Safety Matrix as a different .cem file.
Transfer Transfers the Safety Matrix to the project. See Chapter "Transferring a Safety
Matrix (Page 115)".
Print... Opens the "Print" dialog box. The "Print" dialog box allows you to specify the
print settings and to start the printout of the current Safety Matrix. The Print
command is only available in offline mode.
Print preview Shows a preview of the file that is to be printed out.
Page setup... The "Page setup" dialog box offers various options for setting up the pages to be
printed.
Recent files The Recent files command provides you with a list of recently opened Safety
Matrix files for selection.
Exit Closes all dialog boxes and exits the program. The Exit command is only availa-
ble in offline mode.

"Edit" menu command

Command Function
Properties The "Properties" dialog box provides you comprehensive information and possi-
ble entries for the general properties of the Safety Matrix. See Chapter
""Properties" dialog box of the Safety Matrix (Page 80) ".
Delete all Deletes the entire Safety Matrix, including the revision history, comments, etc. In
addition, the size of the Safety Matrix is reset to 16 causes and 16 effects.

"Monitor" menu command

Command Function
Configure... The "Configure" dialog box allows you to specify the duration, in seconds, of the
monitoring cycle, i.e., the cycle time for updating the user interface.
Monitor On/Off Switches online mode on and off.

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3.2 Menu bar of the Safety Matrix

"View" menu command

Command Function
Customize Opens the "Customize - Layout" and "Customize - Colors" dialog boxes. These
dialog boxes offer numerous options for adjusting the appearance of the Safety
Matrix as well as the information displayed. See Chapter ""Adjust" dialog boxes
(Page 85) ".
Update Redraws the current Safety Matrix. This function allows you to apply changes
or <F5> that were made while the Safety Matrix is open into the symbol table and the
safety program. In addition, this function can be used to adjust the cell width of
the cause and effect cells based on the longest entered character string.

"Options" menu command

Command Function
CFC Compiles the SIMATIC project. See Chapter "Compiling and downloading
(Page 125) ".
CPU Use this command to download the SIMATIC project to the automation system.
See Chapter "Compiling and downloading (Page 125) ".
Track changes If you select the Accept changes command, you will be prompted to check the
log file and specify which changes you want to accept (critical/not critical).
In addition, you can specify whether changes are to be applied automatically
during a "Save" or "Save as" operation.
Compare matrix Use this command to compare the Safety Matrix with other Safety Matrices. See
with Chapter "Comparing Safety Matrices (Page 153) ".
Compare pro- The "Compare programs" dialog box allows you to compare all the CFC charts in
grams... a chart folder that were created by the Safety Matrix Engineering Tool during a
transfer operation and to display and print out any discrepancies. See Chapter
"Comparing CFC charts (Page 154) ".
Reports • Configuration report creates a report containing the complete Safety Matrix
configuration in the log window.
• Validation report starts a validity check of the Safety Matrix and shows the
results in the log window.
• Last report opens the log window and places the cursor in the last report
(configuration report, validation report, event log). This information is always
overwritten by the latest actions.
In the active log window, select the File > Save as menu command in order to
save the displayed data.

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Software user interface
3.2 Menu bar of the Safety Matrix

"Window" menu command

Function
Here you will find the customary Windows commands for displaying multiple windows and for display-
ing the currently opened Safety Matrices.

"Help" menu command

Command Function
Content Opens the content directory of the help system.
User manual Opens the PDF file of the user manual.
(PDF)
About... Displays version information regarding the Safety Matrix program.

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3.2 Menu bar of the Safety Matrix

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4.1 Overview of Configuring

4.1.1 Basic procedure for creating the safety program

Introduction
Based on the well-established cause/effect method, the Safety Matrix allows simple
configuration in which you assign precisely defined reactions (effects) to event occurrences
(causes), thus specifying the system behavior. The Safety Matrix provides comprehensive
support for configuring in the form of:
● Structured user interface
● Simple parameter assignment and linking of causes and effects
● Automatic checking of the configuration for validity
● Automatic placement of the F-channel drivers during transfer to a CFC chart
● Automatic generation of the F-System program logic based on CFC using F-blocks from
the Safety Matrix library
● Revision and change tracking, functions for comparing matrices and for support during
system acceptance testing

Requirements
● You must have created a project structure in SIMATIC Manager.
● You must have assigned your safety program to an F-capable central processing unit,
such as CPU 412-5H, CPU 414-5H, CPU 416-5H, CPU 417-5H or CPU 410-5H.
● The "CPU contains safety program" option must have been selected for the F-CPU, and a
password must have been assigned for the F-CPU.
● You must have configured the inputs and outputs in HW Config or in the symbol table in
SIMATIC Manager. The Safety Matrix works with the symbolic names of the entries (input
tags) and outputs (output tags) of the F-modules.

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Basic procedure
Proceed as follows to create a safety program:
1. After you have specified the program structure, insert a Safety Matrix into the project.
2. Insert the following into the Safety Matrix
– Input tags for causes
– Output tags for effects
3. Assign parameters for the following
– Causes
– Effects
– Intersections
4. Transfer the Safety Matrix to CFC charts.
5. Compile and download the S7 program.
6. Test and document the safety program.
7. Perform the acceptance test.

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4.1.2 Tags of the Safety Matrix

Which tags does the Safety Matrix support?


The following tags are supported by the Safety Matrix:
● Input and output tags; these form the interface of the Safety Matrix to the F-I/O. The input
and output tags incorporate the symbolic names of the inputs and outputs of the SIMATIC
F-modules configured in the SIMATIC project and the assigned F-channel drivers.
● Any signals from the safety program by means of connections to the nested chart
● Status of a cause, effect, or effect tag by means of internal references
● Customer-specific F-channel drivers

Integration of tags in the Safety Matrix


With the "I/O" button on the "Configure" tab of the "Cause details" dialog box (see section
"Cause details" dialog box - "Configure" tab (Page 91)"), you have access to the following
options for integrating tags into the Safety Matrix.

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Option "External connection" (prefix "#")


If a cause or effect will be interconnected with any signal from the safety program, you must
choose one of the following options when configuring the tag:
● For input tags (causes or, for example, a bypass tag), a chart input is created in the
nested chart of the matrix logic (for assignment from CFC).
● For output TAGs (effects), a chart output is created in the nested chart of the matrix logic
(for processing the effect TAG in the CFC).
Option "Internal reference" ("Cause[x]", "Effect[x]", or "Effect[x][y]")
You can continue to process the status of a cause, effect or effect tag within the Safety
Matrix at an input tag. You must select "Cause[x]" or "Effect[x](TAG)[y]" for this purpose.
Option "Channel driver" (internal Safety Matrix input and output tags)
The Safety Matrix Engineering Tool automatically places F-channel drivers of SIMATIC F-
modules for input and output tags. This takes place during the transfer to a CFC chart if F-
channel drivers of SIMATIC F-modules do not exist for the respective F-channels.
● Option "Channel driver - With monitoring" (suffix "#")
An F-channel driver is always created in the nested chart of the channel drivers, same as
for input and output tags.
In addition, the following occurs:
– For input tags, a chart output is created in the nested chart of the channel drivers (for
further processing of the read driver signals in the CFC, in addition to processing in
the Safety Matrix).
– For output tags, a chart output is created in the nested chart of the matrix logic (for
further processing of the effect in the CFC, in addition to output to the F-channel
drivers).
If both the "#" prefix and suffix are specified, the suffix will be removed during the transfer.
● Option "Channel driver - Used externally" (prefix "@")
If the input/output tag was already configured by another Safety Matrix or user logic, the
transferred Safety Matrix generates an interconnection with the existing F-channel driver.
The Safety Matrix Engineering Tool automatically labels this type of interconnection (for
example, with an existing F-channel driver) with a "@" prefix in the configuration field of the
tag, and the "Used externally" check box is selected.

Note
If, during the Safety Matrix transfer, the F-channel driver of SIMATIC F-modules containing
the specified tag does not exist, the prefix is removed and the tag is treated as the internal
Safety Matrix input/output tag. Likewise, the prefix will be added automatically during the
transfer if the F-channel driver already exists in another Safety Matrix.

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● Option "Channel driver - Customer-specific" (prefix "~")


You can interconnect causes and effects with the signals of customer-specific F-channel
drivers. The Safety Matrix Engineering Tool automatically labels this type of interconnection
(for example, with a customer-specific F-channel driver) with a "~" prefix in the configuration
field of the tag.
See also section "Customer-specific F-channel drivers (Page 65)".
● Option "Channel driver - With preprocessing" (prefix "*")
You can interconnect a preprocessing for discrete and analog input tags. The Safety Matrix
Engineering Tool automatically labels this type of interconnection (i.e., with a preprocessing)
with a "*" prefix in the configuration field of the tag.
See also section "Preprocessing (Page 63)".

4.1.3 Syntax rules for tag names in the Safety Matrix

Types of tag names


The following types of tag names are possible in the Safety Matrix:
● Internal Safety Matrix input or output tag
● Any signals from the safety program
● Internal references ("Cause[x]", "Effect[x]", "Effect[x][y]")
● Customer-specific F-channel drivers

Permissible characters
The permitted character set is the range of ASCII characters from 16#20 (blank space) to
16#7a (lower case "z"). Any other entered characters will be ignored. In addition, the
characters 16#2f ("/") and 16#5c ("\") are ignored.

Note
Ignored characters are discarded at the time they are entered without an error message.
Immediately upon entry, you must verify that the tag name was entered correctly. Otherwise,
compilation errors (symbol not defined) or collisions with existing symbols may occur.

Both upper case and lower case letters may be entered, but the symbols are not case-
sensitive, i.e., symbols "TIC2344", "TiC2344" and "tic2344" are identical. Internal references
are an exception (see below).

Internal Safety Matrix input or output tag


Maximum number of characters: 24.
Internal Safety Matrix input/output tags are tags that are completely interconnected by the
Safety Matrix during the transfer to a CFC chart (possibly also by means of the Import/Export
Assistant, see section "Transferring a Safety Matrix (Page 115)").

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The following characters are allowed for an internal Safety Matrix tag:
● Special characters: !$&()*+,- :;<=>? []^_`
● Numbers: 0123456789
● Upper case letters: ABCDEFGHIJKLMNOPQRSTUVWXYZ
● Lower case letters: abcdefghijklmnopqrstuvwxyz
The following special characters must not be used:
● " (quotation mark)
● . (period)
● % (percent sign)
● ~ (tilde)
The following special characters must not be used in certain positions:
● (blank character): Must not be located at the start or end of a symbol.
● # (number sign): Must not be located at the start or end of a symbol because here it
serves to label the tag as a chart connection.
● ' ' (apostrophe): Must not be located at the end of a symbol.
● @ (at sign): Must not be located at the start of a symbol because here it serves to label
the tag as an external address.

Any signals from the safety program


Maximum number of characters (not including prefix/suffix): 24.
Special syntax rules apply to chart entries in the CFC, which in turn also apply to all tags with
the "#" prefix or suffix:
● The name must start with a letter (with suffix "#") or with a letter or underscore (with prefix
"#").
● Only letters, numbers, and underscores are allowed within the name.
● Underscores must not be used more than once in succession.
● An underscore must not be used at the start of the name (with suffix "#") or at the end of
the name.
Examples of valid chart connection names
● #TIC4711
● #TIC_4711
● #_4_321
Examples of invalid chart connection names
● #4711 (number at start)
● #TIC__543 (repeated underscore)
● #TIC_4711_ (underscore at end)
● _TIC_4711# (underscore at start with suffix "#")

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Internal references ("Cause[x]", "Effect[x]", "Effect[x][y]")


Selection of internal references is guided by menus.

4.1.4 Preprocessing

Preprocessing of input tags


You can interconnect a preprocessing for discrete and analog input tags.
Preprocessing involves a CFC chart that you can create yourself, for example, to perform an
arithmetic function for converting pressure to temperature. The preprocessing chart must
have been introduced into the "Templates" folder within the "SafetyMatrix Lib (V1_3)" and
conform to the following rules.
● Template for analog preprocessing:

REAL
V_IN Input process data
V_OUT Output process data
SIM_V_IN Input simulation value
SIM_V_OUT Output simulation value

A comment that begins with "SM_REAL..." must be entered in the properties of the
preprocessing chart.
● Template for discrete preprocessing:

BOOL
Q_IN Input process data
Q_OUT Output process data
SIM_I_IN Input simulation value
SIM_I_OUT Output simulation value

A comment that begins with "SM_BOOL..." must be entered in the properties of the
preprocessing chart.
A preprocessing is possible for input tags with the option "Channel driver" or "Channel driver
- Customer-specific".
The following figure shows the principle of preprocessing based on an analog input tag.

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For purposes of the preprocessing, a separate nested chart "PP_Chart" is created in the
nested chart of the matrix logic. In this "PP_Chart", a separate nested chart is created for
each preprocessing. You can edit these nested charts, but they cannot be moved.
Insertion of the function F-1(x) enables you to work exclusively with the preprocessed values
in the Safety Matrix.
Thus, for example, when simulating you can specify values from the value range of the
preprocessed signals. The F-1(x) function back-calculates these and, as a result, the signals
are available at the channel driver in the value range of the channel driver.

Note
The "Templates" folder of the "SafetyMatrix Lib (V1_3)" contains two preprocessing charts
without any internal functionality, which you can copy and adapt, as needed.

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4.1.5 F-channel drivers

Integrating F-channel drivers into the Safety Matrix


Safety Matrix V6.2 offers you different options for integrating F-channel drivers into the
Safety Matrix. The following table presents an overview of the methods you can use to
achieve this.

Channel driver Integration Version


type V5.2 V6.1 V6.2
F_CH_AI The F-channel drivers are:
F_CH_DI • Positioned and interconnected in the nested chart X X X
F_CH_DO of the F-channel drivers upon transfer
• Positioned in advance with the help of the Im- X X
port/Export Assistant and interconnected upon
transfer
F_CH_BI The F-channel drivers are:
F_CH_BO • Positioned in advance with the help of the Im- X X
port/Export Assistant and interconnected upon
transfer
F_CH…* The F-channel drivers are:
F_PA… • Positioned in advance and integrated using the X
F_Q… "customer-specific" option.
F-typicals

*) but not the explicitly named F_CH_AI, F_CH_DI/DO, F_CH_BI/BO

Customer-specific F-channel drivers


An F-block is identified as a customer-specific F-channel driver when it has been introduced
into the safety program and one of the following criteria is met:
● It is an F-Systems F-block of type
– F_CH... (but not F_CH_AI, F_CH_DI/DO, F_CH_BI/BO)
– F_PA...
– F_Q...
● It is an F-block type or F-block with the following properties:
– It has an interface as follows:
- Input parameter for turning on the simulation: SIM_ON
- Input parameter for specifying the simulation value:
SIM_I for discrete tags/SIM_V for analog tags

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- Output parameter channel status CH_STAT:


generate by means of F_FBO_SM, see below
- Parameter for signal output or input:
Q for discrete tags/V or I for analog tags
- Optional: Parameter ACK_REQ and ACK_REI for acknowledgement
– The F-block type contains the F-block F_FBO_SM.

Note
If the SIM_V parameter of your custom channel driver is not the REAL data type, it will
be labeled as "Used externally" (prefix "@") after the transfer. If you want to simulate
the channel driver anyway, you can create an F-block type that contains the
appropriate data conversion, and integrate it into the Safety Matrix.

F-block F_FBO_SM
You can use the F-block F_FBO_SM to create the output parameter channel status
CH_STAT for the Safety Matrix. This output is required to integrate an F-block type as a
customer-specific F-channel driver.
When creating the block typical, pay attention to the position of the F_FBO_SM in the run
sequence. This block must not be at the top position.
The following information can be provided to the Safety Matrix by means of the channel
status:
● QBAD of the F-channel drivers
● QSIM of the F-channel drivers
● PASS_OUT of the F-channel drivers
● PROFIsafe error of the module driver

Connections of the F-block F_FBO_SM

Name Data type Description Default


Inputs: QBAD F_BOOL 1 = Process data invalid FALSE
QSIM F_BOOL 1 = Simulation active FALSE
PASS_OUT F_BOOL 1 = Passivation because FALSE
of error
PS_ERR F_BOOL 1 = PROFIsafe communi- FALSE
cation error

Outputs: CH_STAT F_WORD Channel status of Safety W#16#0


Matrix

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4.1.6 Message configuration

4.1.6.1 Overview for configuring messages

Message configuration for Safety Matrix and for individual causes and effects
You can configure messages for the entire Safety Matrix as well as messages for individual
causes and effects. Depending on the configuration, the following message blocks are
positioned upon transfer to the project:
● the message block F_MA_AL (1 time) for the Safety Matrix
● the message block F_SC_AL (n times) for each individual cause
● the message block F_SE_AL (n times) for each individual effect
There are different alarm profiles for:
● Messages of individual causes. There are three pre-defined alarm profiles for causes:
"Standard", "Sequential", "Energized".
● Messages of individual effects. There are two pre-defined alarm profiles for effects:
"Standard", "Sequential".
● Messages of the Safety Matrix
● Group messages (linking of statuses of all message blocks of causes and effects)
You can configure these alarm profiles as follows:
● Enable individual messages
● Change message classes
● Change priorities of message classes
● Specify the acknowledgement request

Connections of message blocks


Additional information for additional processing is available for the message blocks in the
CFC. In addition, you can configure functions such as "Disable alarms during power-up" in
the CFC. See the following sections for more on this:
Safety Matrix message block F_MA_AL (Page 68)
Cause message block F_SC_AL (Page 69)
Effect message block F_SE_AL (Page 74)

Syntax rules for message configuration


If messages for causes and effects are configured, the respective cause/effect description is
included in the message text. Therefore, keep to the syntax rules: 32 alphanumeric
characters are permitted.

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See the following sections for more on this:


"Cause details" dialog box - "Configure" tab (Page 91)
"Effect details" dialog box - "Configure" tab (Page 100)
If you fail to comply to this rule, errors will occur in the log window of the transfer and the
message configuration will not be implemented.

4.1.6.2 Safety Matrix message block F_MA_AL

Additional information for further processing


Additional information for further processing is available in Safety Matrix message block
F_MA_AL in the CFC. In addition, you can configure functions such as "Disable alarms
during power-up" in the CFC.

Connections of Safety Matrix message block F_MA_AL

Name Data type Description


Inputs M_Name String[16] Matrix name
MSG_LOCK BOOL 1= Disable all alarms

Outputs ACK_REQ BOOL Request for acknowledgement of channel drivers


SM_CHG BOOL Change in the matrix signature or version (information available
for one cycle only)
MatrixSIG DWORD Matrix signature
MtxVersion STRING [20] Permanent revision of the Safety Matrix Library
MajorRev INT Major revision of configured matrix
MinorRev INT Minor revision of configured matrix
Any_CA BOOL 1= A cause in the matrix is active
0= No cause is active
Any_EA BOOL 1= An effect in the matrix is active
0= No effect is active
CAct_Num INT Number of active causes
EAct_Num INT Number of active effects
Any_CB BOOL 1= A cause in the matrix is bypassed
0= No cause is bypassed
Any_EB BOOL 1= An effect in the matrix is bypassed
0= No effect is bypassed
CByp_Num INT Number of causes bypassed
EByp_Num INT Number of effects bypassed
Any_CW BOOL 1= A cause pre-alarm is active
0= No cause pre-alarm is active
Any_EW BOOL 1= An effect pre-alarm is active
0= No effect pre-alarm is active

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Name Data type Description


Msec DINT Current matrix runtime, includes the runtime of all matrix blocks
and the channel drivers
MaxMsec DINT Maximum matrix runtime up to now, includes the maximum
runtime of all matrix blocks and the channel drivers

See also
Cause message block F_SC_AL (Page 69)
Effect message block F_SE_AL (Page 74)

4.1.6.3 Cause message block F_SC_AL

Additional information for further processing


Additional information for further processing is available in cause message blocks F_SC_AL
in the CFC. In addition, you can configure functions such as "Disable alarms during power-
up" in the CFC.

Connections of cause message block F_SC_AL

Name Data type Description


Inputs: M_Name String[16] Matrix name
Number INT Cause number
MSG_LOCK BOOL 1=Disable all alarms

Outputs CONFIG_V DWORD Cause configuration; see below: Table "CONFIG_V"


STATE_V DWORD Cause status; see below: Table "STATE_V"
DIAG_V DWORD Cause error; see below: Table "DIAG_V"
P_LIM_V REAL Configured pre-alarm limit for analog values; a pre-alarm will be
issued when this value is exceeded
LIMIT_V REAL Configured limit for analog values; the analog tag trips when this
value is exceeded
HYST_V REAL Configured hysteresis for tripping of the analog tag or for cancel-
ing the trip
DELTA_V REAL Configured permitted discrepancy between the values of the ana-
log tags
DELAY_V DINT Value configured for the time delay for tripping of causes, in ms
TAG1_R REAL Analog value TAG1 to be processed in the Safety Matrix
TAG2_R REAL Analog value TAG2 to be processed in the Safety Matrix
TAG3_R REAL Analog value TAG3 to be processed in the Safety Matrix
VMOD1_R REAL Analog value read in via the module for TAG1
VMOD2_R REAL Analog value read in via the module for TAG2
VMOD3_R REAL Analog value read in via the module for TAG3

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Name Data type Description


TAG1_B BOOL Discrete value TAG1 to be processed in the Safety Matrix
TAG2_B BOOL Discrete value TAG2 to be processed in the Safety Matrix
TAG3_B BOOL Discrete value TAG3 to be processed in the Safety Matrix
VMOD1_B BOOL Value read in via the module for TAG1
VMOD2_B BOOL Value read in via the module for TAG2
VMOD3_B BOOL Value read in via the module for TAG3
TAG_TYPE BOOL Configuration TAG:
1= Analog tag
0= Discrete tag
ACK_REQ BOOL 1= Acknowledgement request
FIRSTOUT BOOL First Out alarm; 1= If the cause is the first cause in its FO group to
be tripped
ACTIVE BOOL 1= Cause has tripped
0= Cause has not tripped
ANY_BYP BOOL Bypass active; 1= If one of the following bypasses is active:
(Hard) bypass, soft bypass, inhibit, simulation of a tag
PRE_AL BOOL Pre-alarm active; 1= If an analog tag of the cause has exceeded
the configured pre-alarm limit (P_LIM_V)
ANY_DIAG BOOL 1= If diagnostic messages exist (DIAG_V not 0)
CH_STAT1 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG1); see below: Table "CH_STATx"
CH_STAT2 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG2); see below: Table "CH_STATx"
CH_STAT3 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG3); see below: Table "CH_STATx"
ELAP_TM DINT Time elapsed for time delay (DELAY_V), in ms

CONFIG_V
The information in output parameter CONFIG_V of cause message block F_SC_AL is stored
as follows:

Bit No. Assignment


Bit 0 Input trip on bad quality
Bit 1 -
Bit 2 Soft bypass allowed
Bit 3 Auto acknowledge active cause
Bit 4 Function type:
Bit 5 1: Normal
2: 2oo3
Bit 6 3: AND
4: OR
6: For note only
Bit 7 Enable AnyInputTrip alarm
Bit 8 0= Input trip on tag = FALSE

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Bit No. Assignment


Bit 9
Bit 10
Bit 11 -
Bit 12 Limit type:
0= low
1= high
Bit 13 -
Bit 14 Mutually exclusive tag simulation
Bit 15 Cause used
Bit 16 Input type:
Bit 17 1= discrete
2= analog
Bit 18 Number of inputs:
Bit 19 1= 1 input
2= 2 inputs
Bit 20 3= 3 inputs
Bit 21 Time:
Bit 22 0= No time manipulation
1= ON delay
2= OFF delay
3= Timed cause
Bit 23 -
Bit 24 First out alarm group
Bit 25
Bit 26
Bit 27
Bit 28 TAG1: External input
Bit 29 TAG2: External input
Bit 30 TAG3: External input
Bit 31 -

STATE_V
The information in output parameter STATE_V of cause message block F_SC_AL is stored
as follows:

Bit No. Assignment


Bit 0 Bypass active (bypass tag or soft bypass)
Bit 1 Soft bypass active
Bit 2 Acknowledged
Bit 3 Logic operation result of tags =1
Bit 4 Trip TAG1
Bit 5 Trip TAG2
Bit 6 Trip TAG3
Bit 7 -

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Bit No. Assignment


Bit 8 Cause active
Bit 9 Time manipulation active
Bit 10 Inhibit tag active
Bit 11 Hysteresis active
Bit 12 TAG1: Simulation
Bit 13 TAG2: Simulation
Bit 14 TAG3: Simulation
Bit 15 -
Bit 16 -
Bit 17 -
Bit 18 -
Bit 19 -
Bit 20 Positive edge on bit 8
Bit 21 -
Bit 22 -
Bit 23 Cause used
Bit 24 -
Bit 25 -
Bit 26 -
Bit 27 -
Bit 28 Value TAG1 to be processed in the Safety Matrix
Bit 29 Value TAG2 to be processed in the Safety Matrix
Bit 30 Value TAG3 to be processed in the Safety Matrix
Bit 31 -

DIAG_V
The information in output parameter DIAG_V of cause message block F_SC_AL is stored as
follows:

Bit No. Assignment


Bit 0 -
Bit 1 -
Bit 2 -
Bit 3 -
Bit 4 Configured First Out Alarm Group
Bit 5
Bit 6
Bit 7
Bit 8 PROFIsafe module failure TAG1
Bit 9 PROFIsafe module failure TAG2
Bit 10 PROFIsafe module failure TAG3

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Bit No. Assignment


Bit 11 -
Bit 12 Pre-alarm TAG1
Bit 13 Pre-alarm TAG2
Bit 14 Pre-alarm TAG3
Bit 15 -
Bit 16 Incorrect configuration
Bit 17 SDF error (error in safety data format)
Bit 18 Configuration changed
Bit 19 -
Bit 20 Channel fault TAG1
Bit 21 Channel fault TAG2
Bit 22 Channel fault TAG3
Bit 23 -
Bit 24 Bad quality TAG1
Bit 25 Bad quality TAG2
Bit 26 Bad quality TAG3
Bit 27 -
Bit 28 Delta alarm TAG1 and 2
Bit 29 Delta alarm TAG2 and 3
Bit 30 Delta alarm TAG3 and 1
Bit 31 Tripping of a tag

CH_STATx
The information in output parameters CH_STAT1 to 3 of cause message block F_SC_AL is
stored as follows:

Bit No. Assignment


Bit 0 QBAD
Bit 1 QSIM (inactive)
Bit 2 PASS_OUT (error)
Bit 3 ACK_REQ
Bit 4 PASS_ON
Bit 5 Redundant module present
Bit 6 PROFIsafe failure
Bit 7 PROFIsafe module failure on redundant module
Bit 8 QCHF_LL (analog tag only)
Bit 9 QCHF_HL (analog tag only)
Bit 10 QSUBS
Bit 11 -
Bit 12 -
Bit 13 -

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Bit No. Assignment


Bit 14 -
Bit 15 -

Additional information can be obtained from the corresponding F-channel driver.

See also
Safety Matrix message block F_MA_AL (Page 68)
Effect message block F_SE_AL (Page 74)

4.1.6.4 Effect message block F_SE_AL

Additional information for further processing


Additional information for further processing is available in effect message blocks F_SE_AL
in the CFC. In addition, you can configure functions such as "Disable alarms during power-
up" in the CFC.

Connections of effect message block F_SE_AL

Name Data type Description


Inputs: M_Name String[16] Matrix name
Number INT Effect number
MSG_LOCK BOOL 1=Disable all alarms

Outputs CONFIG_V DWORD Effect configuration; see below: Table "CONFIG_V"


STATE_V DWORD Effect status; see below: Table "STATE_V"
DIAG_V DWORD Effect error; see below: Table "DIAG_V"
OVERTM_W DINT Configured warning time for override timeout pre-alarm, in ms; a
warning is output when this value is exceeded
OVERTM_V DINT Configured value for the maximum override time, in ms
DELAY_V DINT Configured value for the time manipulation for effect activation, in
ms
TAG1_B BOOL Value TAG1 to be generated in the Safety Matrix
TAG2_B BOOL Value TAG2 to be generated in the Safety Matrix
TAG3_B BOOL Value TAG3 to be generated in the Safety Matrix
TAG4_B BOOL Value TAG4 to be generated in the Safety Matrix
ACK_REQ BOOL 1= Acknowledgement request for override error
ACTIVE BOOL 1= Effect is activated
0= Effect is not activated
ANY_BYP BOOL 1= If one of the following bypasses is active: (Hard) bypass, soft
bypass, simulation of a tag
OK_RESET BOOL 1= Acknowledgement request for "Reset effect"

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Name Data type Description


OVER_AL BOOL 1= If the configured warning time for override timeout
(OVERTM_W) is exceeded
ANY_DIAG BOOL 1= If diagnostic messages exist (DIAG_V not 0)
CH_STAT1 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG1); see below: Table "CH_STATx"
CH_STAT2 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG2); see below: Table "CH_STATx"
CH_STAT3 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG3); see below: Table "CH_STATx"
CH_STAT4 WORD If the tag is linked to a channel driver, the channel status is indi-
cated here (TAG4); see below: Table "CH_STATx"
ELAP_TM DINT Elapsed time of DELAY_V or OVERTM_V, in ms (dependent on
the active function: Bit 9 from output parameter STATE_V = TRUE
→ DELAY_V; Bit 11 from STATE_V = TRUE → OVERTM_V; see
below: Table "STATE_V")

CONFIG_V
The information in output parameter CONFIG_V of effect message block F_SE_AL is stored
as follows:

Bit No. Assignment


Bit 0 -
Bit 1 Activates "process data pass through"
Bit 2 Soft bypass allowed
Bit 3 -
Bit 4 Function type:
Bit 5 1: Normal
3: For note only
Bit 6
Bit 7 -
Bit 8 0= If effect active tag = FALSE
Bit 9 1= If effect active tag = TRUE
Bit 10
Bit 11
Bit 12 -
Bit 13 Output delay
Bit 14 -
Bit 15 0= No override timeout pre-alarm trip
1= Override timeout pre-alarm trip
Bit 16 -
Bit 17 -
Bit 18 -
Bit 19 -
Bit 20 -

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Bit No. Assignment


Bit 21 -
Bit 22 Mutually exclusive tag simulation
Bit 23 Effect used
Bit 24 -
Bit 25 -
Bit 26 -
Bit 27 -
Bit 28 TAG1: External output
Bit 29 TAG2: External output
Bit 30 TAG3: External output
Bit 31 TAG4: External output

STATE_V
The information in output parameter STATE_V of effect message block F_SE_AL is stored
as follows:

Bit No. Assignment


Bit 0 Bypass active (bypass tag or soft bypass)
Bit 1 Soft bypass active
Bit 2 "Process data pass through" active
Bit 3 -
Bit 4 Old value reset/override tag
Bit 5 Override permitted
Bit 6 Acknowledgement request for reset
Bit 7 Effect interlocked
Bit 8 Effect active
Bit 9 Time manipulation active
Bit 10 Mask enable tag active
Bit 11 Override active
Bit 12 TAG1: Simulation
Bit 13 TAG2: Simulation
Bit 14 TAG3: Simulation
Bit 15 TAG4: Simulation
Bit 16 -
Bit 17 -
Bit 18 -
Bit 19 -
Bit 20 -
Bit 21 -
Bit 22 -
Bit 23 Effect used

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Bit No. Assignment


Bit 24 Effect not stored is requested
Bit 25 Effect stored is requested
Bit 26 Effect overridable is requested
Bit 27 Effect resettable and overridable is requested
Bit 28 Value TAG1 that was generated by the Safety Matrix
Bit 29 Value TAG2 that was generated by the Safety Matrix
Bit 30 Value TAG3 that was generated by the Safety Matrix
Bit 31 Value TAG4 that was generated by the Safety Matrix

DIAG_V
The information in output parameter DIAG_V of effect message block F_SE_AL is stored as
follows:

Bit No. Assignment


Bit 0 -
Bit 1 -
Bit 2 -
Bit 3 -
Bit 4 -
Bit 5 -
Bit 6 -
Bit 7 -
Bit 8 PROFIsafe module failure TAG1
Bit 9 PROFIsafe module failure TAG2
Bit 10 PROFIsafe module failure TAG3
Bit 11 PROFIsafe module failure TAG4
Bit 12 Override timeout pre-alarm
Bit 13 -
Bit 14 -
Bit 15 -
Bit 16 -
Bit 17 SDF error (error in safety data format)
Bit 18 -
Bit 19 -
Bit 20 Channel fault TAG1
Bit 21 Channel fault TAG2
Bit 22 Channel fault TAG3
Bit 23 Channel fault TAG4
Bit 24 Bad quality TAG1
Bit 25 Bad quality TAG2
Bit 26 Bad quality TAG3

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Bit No. Assignment


Bit 27 Bad quality TAG4
Bit 28 Override cancelation due to new cause trip
Bit 29 Override cancelation due to timeout
Bit 30 -
Bit 31 -

CH_STATx
The information in output parameters CH_STAT1 to 3 of effect message block F_SE_AL is
stored as follows:

Bit No. Assignment


Bit 0 QBAD
Bit 1 QSIM (inactive)
Bit 2 PASS_OUT (error)
Bit 3 ACK_REQ
Bit 4 PASS_ON
Bit 5 Redundant module present
Bit 6 PROFIsafe failure
Bit 7 PROFIsafe module failure on redundant module
Bit 8 QCHF_LL (analog tag only)
Bit 9 QCHF_HL (analog tag only)
Bit 10 QSUBS
Bit 11 -
Bit 12 -
Bit 13 -
Bit 14 -
Bit 15 -

Additional information can be obtained from the corresponding F-channel driver.

See also
Safety Matrix message block F_MA_AL (Page 68)
Cause message block F_SC_AL (Page 69)

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4.1.7 OS interface

Requirements for generating block icons


To generate the block icons for the Safety Matrix, the message blocks must be configured
appropriately and the Safety Matrix must be transferred with the "Position alarm blocks"
option selected:
● On the "Alarms" tab of the "Properties" dialog box for the Safety Matrix
(see Chapter ""Properties" dialog box of the Safety Matrix (Page 80)")
● On the "Alarms" tab of the "Cause details" dialog
(see Chapter ""Cause details" dialog box - "Alarms" tab (Page 96)")
● On the "Alarms" tab of the "Effect details" dialog
(see Chapter ""Effect details" dialog box - "Alarms" tab (Page 104)")
● On the "Options" tab of the "Transfer to project" dialog box
(see Chapter "Transferring the Safety Matrix to the project (Page 116)")

User permissions
The user permissions, such as for alarm acknowledgement in the PCS 7 OS, are configured
on the "OS permissions" tab of the "Properties" dialog box for the Safety Matrix (see Chapter
""Properties" dialog box for the Safety Matrix (Page 80)").
In V6.2 and higher, a permission for group acknowledgement of alarms and messages is
available in the block icons of the Safety Matrix (see Chapter "Opening the Safety Matrix
Viewer faceplates (Page 132)").

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4.2 Editing the properties of the Safety Matrix

4.2.1 "Properties" dialog box of the Safety Matrix

"Properties" dialog box of the Safety Matrix


Select the Edit > Properties... menu command. The "Properties - (Matrix name)" dialog box
is opened with the "General" tab displayed.

"General" tab
Title
Enter a title to serve as the Safety Matrix designation. This will be displayed in the
information area of the Safety Matrix properties.
Project
Enter the name of the project to which the Safety Matrix belongs. This will be displayed in
the information area of the Safety Matrix properties.
Description
Enter a process-related description of the Safety Matrix. This will be displayed in the
information area of the Safety Matrix properties.
General notes
Enter general comments regarding this specific Safety Matrix.
Notes
These are comments that are displayed in the information area for user notes next to the
intersections. Up to 32 comments can be entered, and each comment may contain up to 63
characters. (These comments can be linked to specific causes and/effects. A maximum of
four comments can be entered for each cause and effect in the associated "Options" dialog
box.)
Safety instrumented function groups
You can create your own safety instrumented function groups for your application here, i.e.,
by dividing your application into function groups that you can then monitor and change
selectively in the Safety Matrix Engineering Tool and Safety Matrix Viewer (e.g., "level
measurement and shut off").
In order to use this function, you must assign the individual causes and effects of the safety
program to your safety instrumented functions groups. For information about how to do this,
refer to section ""Cause details" dialog box - "Options" tab (Page 94)" or ""Effect details"
dialog box - "Options" tab (Page 102)".

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Once you have created the safety instrumented function groups in the "General" tab of the
"Properties" dialog and assigned options of causes and effects, you can display one or more
(or all) safety instrumented function groups. Proceed as follows:
● Click the "SIF" button, and select the safety instrumented function group(s) that you
would like to display. The causes and effects of all other safety instrumented function
groups will be hidden just the same as those causes and effects that are not assigned to
any safety instrumented function group.
Or:
● Select the View > Customize > Layout menu command and select the "Show FO/SIF
groups" check box in the "General" tab. Click "OK" to confirm. The "Causes" and "Effects"
tables now display the "Groups" column, which shows which first out (FO) alarm group
and which safety instrumented function groups the individual causes and effects are
assigned to.
Matrix cycle time (ms)
This can be used to specify the cycle time of the CPU to which the Safety Matrix is
transferred. The desired time (in ms) can be selected from the available settings in the drop-
down menu. These cycle times are associated with the configured execution times of OB 30
to OB 38.

"Version" tab
Major revision
Displays the number of the major revision. The "Next revision" button allows you to create
the next major revision. You will be prompted to provide a description for it. A time stamp is
automatically added to each major revision.
Minor revision
Displays the number of the minor revision. The "Next revision" button allows you to create
the next minor revision. A time stamp is automatically added to each minor revision. The
number of the minor revision is reset to zero when the number of the major revision is
incremented. Each time you accept critical changes (see section ""Change tracking" menu
command (Page 87) "), the minor revision is incremented.
File revision
Displays the revision number and the time stamp of the most recently saved Safety Matrix
file.
Matrix signature
Displays the current signature of the Safety Matrix.

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"File" tab
Path to matrix file
Indicates the file path where the Safety Matrix file (.cem) is stored.
Path to SIMATIC project
Indicates the path to the SIMATIC project to which the Safety Matrix belongs. (only if a
Safety Matrix object exists in SIMATIC Manager for the Safety Matrix; otherwise, this field is
empty).
Logical path to S7 program
Indicates the path to the S7 program to which the Safety Matrix belongs in the component
view. (only if a Safety Matrix object exists in SIMATIC Manager for the Safety Matrix;
otherwise, this field is empty).
Matrix in plant hierarchy
Indicates the path to the Safety Matrix in the plant hierarchy (only if a Safety Matrix object
exists in the plant hierarchy for the Safety Matrix; otherwise, this field is empty).

"Statistics" tab
Contains information regarding the usage statistics: Number of causes, effects and the
intersections.

"Permissions" tab
Contains information regarding permissions. Any missing permissions are displayed here.

"Parameter" tab
Secure Write
The "Enable tag" field is permanently set to "#EN_SWC". This Boolean input of the nested
chart of the Safety Matrix must be used to enable and, if necessary, to disable the Secure
Write function for the purpose of making operator inputs either in online mode of the
engineering tool or from the PCS 7 OS. This takes place by means of a signal that is wired in
the CFC prior to compiling (enable, if signal = TRUE).
In the "Time interval" field, you specify the time, in seconds, to be used as the time-out time
for the Secure Write transaction.

Note
Secure Write is required for operating the Safety Matrix with the Safety Matrix Viewer; if
Secure Write is not enabled, access is read-only.

See sections "Secure Write (Page 139)" and "Transferring the Safety Matrix to the project
(Page 116)".

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"Alarms" tab
Alarm blocks
"Refresh time" field:
Here, you can specify the time, in minutes, for the cyclic repetition of bypass and inhibit
messages. If the message is still pending after this time, it is reported in one cycle as
outgoing and then again as incoming. The default setting for this time is 8 hours. If you
assign the time as "0", there is no cyclic repetition.
"Positioning of cause and effect" check box:
You must select this check box if you want to enable messages for individual causes and
effects (F_SC_AL and F_SE_AL message blocks). This selection is the requirement for
having the "Alarms" tab displayed in the "Cause details" or "Effect details" dialog box, where
you position the message block for the relevant cause or effect and configure the messages
(see section ""Cause details" dialog box - "Alarms" tab (Page 96)" or ""Effect details" dialog
box - "Alarms" tab (Page 104)").
"Positioning of matrix" check box:
You must select this check box if you want to enable messages for the Safety Matrix
(message block F_MA_AL). Proceed as follows:
● If necessary, assign the message block for the Safety Matrix to a plant hierarchy in the
"Chart assignment" field. Click the associated "..." button to open a browser for this
purpose.
● Select the "Enable matrix messages" check box to enable these messages collectively.
Click the associated "..." button to open the dialog box for configuring the predefined
alarm profile for the Safety Matrix. There, you can
– Enable individual messages
– Change message classes
– Change priorities of message classes
– Specify the acknowledgement request
● Select the "Enable group messages" check box. This links the statuses of all message
blocks of causes and effects. Click the associated "..." button to open the dialog box for
configuring the predefined alarm profile for the group messages. There, you can
– Change priorities of message classes
– Specify the acknowledgement request

"OS permissions" tab


On this tab, you configure the user permissions, i.e., the assignment of Safety Matrix
functions to a permission level in the PCS 7 OS.
The Safety Matrix Viewer differentiates between:
● Monitoring functions without access protection,
i.e., without assignment to a permission level
● Operator control functions with access protection;
for this purpose, a separate permission level can be specified for each process tag (block
icon instance) and each operator control function.

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● Operator roles with access protection;


for this purpose, there are two functions:
– Initiator permission: the operator may start an operation.
– Confirmer permission: the operator may confirm an operation.
See also section "Initiator and confirmer permissions (Page 138)".
The following applies to all functions: Permission level 0 means “no access protection”,
which means every operator has this permission.
You create users and your own permission levels in the PCS 7 OS with the "User
Administrator" editor.
The following table provides an overview of the monitoring and operator control functions
and their default permission levels in the Safety Matrix.

Function Description Default user level


Monitoring functions
View event log -
View cause tags -
View effect tags -
View cause status -
View effect status -
Operator roles
Initiator Permission level for initiator 0*
Confirmer Permission level for confirmer 0*
Operator control functions
Cause acknowledgement Permission level for acknowledging a cause 5
Cause bypass Permission level for cause bypass 5
Cause tag simulation on/off Permission level for simulating a cause tag 5
Cause tag simulation value Permission level for specifying a cause tag simulation value 5
Clear First Out Alarm cause Permission level for acknowledging cause First Out 5
Clear effect alarm Permission level for clear override alarms 5
Override effect Permission level for override effect 5
Reset effect Permission level for reset effect 5
Effect bypass Permission level for effect bypass 6
Effect tag simulation on/off Permission level for simulating an effect tag 6
Effect tag simulation value Permission level for specifying an effect tag simulation 6
value
Clear events Permission level for clearing events 5
Driver acknowledgement Permission level for acknowledging/reintegrating a channel 5
driver

*) For initiator and confirmer permissions, permission level 0 (= Superuser) is the default setting. The 2-operator scenario is
activated if different permission levels are entered for initiator and confirmer.

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Note
You change the permission level for group acknowledgement of alarms and messages
directly in the block icon of the Safety Matrix (see section "Opening the Safety Matrix Viewer
faceplates (Page 132)").

4.2.2 "Adjust" dialog boxes

"Customize - Layout" dialog box

"General" tab
Select the View > Customize > Layout menu command. Open the "General" tab.
If you select the check boxes in this tab, the settings made for causes (C) or effects (E) in
the Safety Matrix will be displayed in additional columns shown in the "Causes" and "Effects"
tables.
Show C/E options
Shows the specified options for causes (C) or effects (E). The following list explains the
abbreviations that may appear in the additionally displayed columns. This list is also shown
in the information area below the intersections in the Safety Matrix.
D - Delay configured
I - Inhibit configured
M - Masking configured
B - Soft bypass allowed
H - Hard bypass configured
N - Non-physical I/O tag configured (tag with prefix "#")
P - Process data pass through used
A - Auto acknowledge active cause used
T - Timed cause configured
Show C/E notes
Shows the number(s) of the user notes that are assigned to this cause or effect. The
comments corresponding to the numbers are displayed in the "Notes" information area to the
right of the intersections.
Show C/E SIL
Shows the SIL number (Safety Integrity Level) that is assigned to this cause or effect.

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Show First Out/SIF groups


Shows the first out and/or safety instrumented function groups (SIF) to which this cause or
effect is assigned. The first out group is abbreviated as "FO". For example, FO2 indicates
that the cause belongs to first out group (FO) 2. The numbers of the safety groups appear
after the first out group number. Example: FO3, 5, 17, 44 indicate that this cause belongs to
first out group (FO) 3 and safety-related function groups 5, 17, and 44.
Show reset/override tag
Shows the reset/override tag that is assigned to the effect.
Shows I/O physical address in view tags
After clicking the "Display tags" control bar button in online mode, shows the physical I/O
address together with the symbol in the "Display tags - Cause x" dialog box.
Highlight bars and intersection tool tip
If you click an intersection, the corresponding row and column will be highlighted in color and
the cause and effect associated with the intersection will be shown in a tool tip.
Mark live values
Highlights the dynamic values in the F-CPU. These are represented in blue font on the user
interface to contrast them with the assigned values.

"Size" tab
Select the View > Customize > Layout menu command. Open the "Size" tab.
If the Safety Matrix no longer contains any empty rows (for causes) or columns (for effects),
you can increase the number of rows/columns in this dialog box.
Number of causes/number of effects
The default entry is 16 causes/effects; this number can be increased to 128.

Note
If the size of the Safety Matrix has been changed, the Safety Matrix Engineering Tool
automatically selects the "Chart + Parameters" transfer option during transfer of the Safety
Matrix. Refer to section " Transferring the Safety Matrix to the project (Page 116) ".

"Customize - Colors" dialog box

"General" tab
Select the View > Customize > Colors menu command. Open the "General" tab.
The status of the causes, effects, and intersections whose assignment is indicated in this
dialog box are shown with various colored backgrounds in online mode of the Safety Matrix.
You can change the color assigned to a status or alarm profile and the color of the text.

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Changes made or differences in offline mode are indicated by red text by default. Dynamic
values are displayed in blue if the "Mark live values" check box is selected in the "Customize
- Layout" dialog box, "General" tab. You can also change the assigned text colors.
With the "PCS 7" button, you can adopt the PCS 7 color conventions for the Safety Matrix
colors.
The "Reset" button enables you to restore the default setting of the Safety Matrix.

WARNING
Assigning colors
The assignment of colors must comply with all relevant application-specific standards and
be appropriate for your application.

4.2.3 "Change tracking" menu command

Handling changes
You can specify how the Safety Matrix handles changes.
Select the Tools > Track changes > Accept changes menu command. The "Tracked
changes - (Matrix name)" dialog box is opened.
Specify which type of changes you want to accept:
● Critical changes - these are program-related changes, e.g., to the number of rows or
columns in the Safety Matrix
● Noncritical changes - these are formal changes, e.g., to user notes or display functions
To assist you, you are given the opportunity to check the log. To do so, click the Show
details button.

Saving changes
You can specify how changes in the Safety Matrix will be handled when carrying out a
"Save" or "Save as" operation.
Select the Tools > Track changes > Accept changes automatically with Save or Accept
changes automatically with Save As.

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4.3 Configuring the causes

4.3.1 Overview for configuring the causes

Introduction
Analog and discrete values can be selected as the input type. At least one but no more than
three values together with the function type represent a cause.

Discrete input tags


Either of the following can be selected for each discrete input tag of a cause:
● Energize-to-trip (ETT; trip if TRUE)
● Deenergize-to-trip (DTT; trip if FALSE)
The following table assumes that DTT is always specified. Thus, the input tag is active if it is
FALSE. In addition, the input tags can be checked for quality. In case of insufficient quality,
the cause will be tripped.

Analog input tags


In the case of analog values, the input tag is activated in accordance with a limit. If this limit
is exceeded or fallen below, the cause becomes active. If multiple analog input tags are used
for a cause, a delta specified by the user is evaluated. If the values differ by more than this
delta, a delta alarm (TagX-TagY) is tripped. In addition, the input tags can be checked for
quality. In case of insufficient quality, the cause will be tripped.

Table 4- 1 Mutual dependencies of the cause parameters

Input type Number of Function type Limit type Cause is tripped, if ...
inputs High / low
Discrete* 1 Normal - Input tag = FALSE
For note only - Never
2 AND - Both input tags = FALSE
OR - One of the two input tags = FALSE
For note only - Never
3 2oo3 - At least two of three input tags = FALSE
AND All three input tags = FALSE
OR - One of the three input tags = FALSE
For note only - Never
Analog 1 Normal High ...the input tag has exceeded the limit. The cause becomes
inactive again only when the input tag falls below the limit
minus hysteresis.
Low ...the input tag has fallen below the limit. The cause becomes
inactive again only when the input tag exceeds the limit plus
hysteresis.

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Input type Number of Function type Limit type Cause is tripped, if ...
inputs High / low
For note only - Never
2 AND High ...both input tags have exceeded the limit. The cause be-
comes inactive again only when one of the two input tags falls
below the limit minus hysteresis.
Low ...both input tags have fallen below the limit. The cause be-
comes inactive again only when one of the two input tags
exceeds the limit plus hysteresis.
OR High ...one of the two input tags has exceeded the limit. The cause
becomes inactive again only when both input tags fall below
the limit minus hysteresis.
Low ...one of the two input tags has fallen below the limit. The
cause becomes inactive again only when both input tags ex-
ceed the limit plus hysteresis.
For note only - Never
3 2oo3 High ...at least two of the three input tags have exceeded the limit.
The cause becomes inactive again only when at least two
input tags fall below the limit minus hysteresis.
Low ... at least two of the three input tags have fallen below the
limit. The cause becomes inactive again only when at least
two input tags exceed the limit plus hysteresis.
AND High ...all three input tags have exceeded the limit. The cause be-
comes inactive again only when one of the three input tags
falls below the limit minus hysteresis.
Low ...all three input tags have fallen below the limit. The cause
becomes inactive again only when one of the three input tags
exceeds the limit plus hysteresis.
OR High ...one of the three input tags has exceeded the limit. The
cause becomes inactive again only when all three input tags
fall below the limit minus hysteresis.
Low ...one of the three input tags has fallen below the limit. The
cause becomes inactive again only when all three input tags
exceed the limit plus hysteresis.
For note only - Never

* If DTT is configured for all tags of the cause

4.3.2 Creating/changing a cause and the rows for a cause

Procedure for creating/changing a cause


In the cause configuration area of the Safety Matrix, double-click a row (empty or filled) or
click the row and select "Change cause" in the context menu.
The "Cause details - Cause x" dialog box is opened and you can create or change the
cause.

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Context menu in the cause configuration area of the Safety Matrix


If you click a row in the cause configuration area of the Safety Matrix, the context menu
provides the following functions for selection, according to whether the clicked row is empty
or filled:
Empty row:
● Change cause (the "Cause details - Cause x" dialog box is opened)
● Add row
● Delete row
Filled row:
● Copy cause
● Cut cause
● Change cause (the "Cause details - Cause x" dialog box is opened)
● Delete cause (the cause, i.e., the content of the row is deleted but the row is retained as
an empty row)
● Add row (empty row is added and all causes underneath are shifted down one row)
● Delete row (current row is deleted and all causes underneath are shifted up one row)

Note
With "Add row", the last row of the Safety Matrix is always deleted. Therefore, make sure
that the last row is empty. If necessary, you must adapt the size of the safety matrix.

Note
If "Add row" or "Delete row" is selected, the Safety Matrix Engineering Tool automatically
selects the "Chart + Parameters" transfer option during transfer of the Safety Matrix.
Refer to Chapter "Transferring the Safety Matrix to the project (Page 116)".

Note
"Add row" or "Delete row" can cause all of the rows underneath to be marked as changed
in a subsequent matrix comparison. These rows must be tested in an acceptance test. To
avoid this:
• Always add additional causes at the end
• Cut, add, copy, or delete content only and not whole rows
• Avoid changing the size of the Safety Matrix

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4.3.3 Overview of the "Cause details - Cause x" dialog box

Procedure for configuring a cause


In the cause configuration area of the Safety Matrix, double-click a row (empty or filled) or
click the row and select "Change" in the context menu.
The "Cause details - Cause x" dialog box is opened.
Cause "x"
Each cause is assigned a unique number within the Safety Matrix. This assignment occurs
automatically on the basis of the selected row. The cause number cannot be changed.

Dialog box for configuring a cause


The dialog box for configuring a cause contains the following tabs:
● "Configure"
● "Options"
● "Alarms"
If you select "Analog" as the input type in the "Configure" tab, an additional tab is added:
● "Analog parameters"

4.3.4 "Cause details" dialog box - "Configure" tab

"Configure" tab

Field Description
Descr. Alphanumeric description of the cause. A description must be entered
(mandatory); up to 32 characters may be used.
SIL (= Safety Integrity This field is used for documentation purposes. Here, you can enter the SIL
Level) for this cause, as determined during your risk analysis (e.g., according to
IEC 61508).
An entry in this field is not required. No SIL value is entered by default.
Tag x Specify at least one tag for each cause. Please note the section "Syntax
rules for tag names in the Safety Matrix (Page 61)".
The number of tag fields displayed in the dialog box depends on the num-
ber in the field "Number or inputs".
• (button) I/O To open the "Select I/O tag" dialog box, click the "I/O" button. See section
"Tags of the Safety Matrix (Page 59)".

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Field Description
• (button) ... The "..." button appears if the "Channel driver" option was selected in the
"Select I/O tag" dialog box. Click the "..." button to open the "Channel
driver" dialog.
• On the "Parameter" tab, you can do the following for F-channel drivers
that are selected via symbols:
– For analog input tags, display and edit the upper and lower range
boundaries for the sensors.
• In the "Options" tab, you can
– Select preprocessing for this input tag by selecting an appropriate
preprocessing chart or deselect preprocessing. See section "Tags
of the Safety Matrix (Page 59)".
– Select whether you want to specify a start value for simulation.
– Specify a start value for the simulation of this input tag.
These parameters can also be edited directly at the F-channel drivers in
CFC charts (including interconnection). If you use this option, you must be
aware that overlaps can occur. The data saved to the CFC take prece-
dence.
Range boundaries can only be viewed in the Safety Matrix Editor.
Input type An input type must be selected for each cause.
• Discrete The discrete type is a Boolean value (TRUE/FALSE). It is used for limit
switches or motor check signals. The default setting for the input type is
discrete type.
• Analog An analog input represents a real value, e.g., the value of a temperature
sensor or a flow quantity. If analog type is selected as the input type, addi-
tional parameters must be assigned. The parameters are assigned in the
"Analog parameters" tab of the "Cause details" dialog box.
Energize-to-trip This is an option for discrete input types and specifies which Boolean
condition a trip represents. In deenergize-to-trip applications, the input tag
represents a trip if it switches to OFF (FALSE). In energize-to-trip applica-
tions, the input tag represents a trip if it switches to ON (TRUE). By de-
fault, this check box is not selected, i.e., the default setting is deenergize-
to-trip because the value "0" is regarded as the safe rest position for digital
F-I/O. See table below.
Number of inputs Specify how many tags are assigned to a particular cause. For example, if
three sensors are used to monitor a single process point, the value "3"
should be selected.
The selection in this field has an effect on the number of displayed tag
fields "TAG x".
Function type The "Function type" defines the conditions under which a cause becomes
active. An entry in this field is mandatory.
Note: The function type results in a trip command, which can be influenced
by further settings in the "Options" tab of the "Cause details" dialog box.
Alarm profile An alarm profile is assigned to each cause. You can configure the alarm
profiles for the causes and effects (see section ""Cause details" dialog box
- "Alarms" tab (Page 96)").
The alarm profile selection determines the color representation in online
mode and, if applicable, the cause messages issued.
• Standard "Standard" alarm profile is set (default).

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Field Description
• Sequential "Sequential" alarm profile is set.

• Energized "Energized" alarm profile is set.

Configuration Input tag Cause*


DTT 0 Active
1 Inactive
ETT 1 Active
0 Inactive

* Dependent on the configured function type and the bypass, inhibit, and time options

Refer also to section "Overview for configuring the causes (Page 88)".

4.3.5 "Cause details" dialog box - "Analog parameters" tab

"Analog parameters" tab

Field Description
Limit The value entered in this field is used to define whether the cause tag satisfies the
tripping condition, e.g., the cause tag satisfies the tripping condition if the tag value is
less than or equal to or greater than or equal to the entered value, depending on the
limit type selected.
Type(s) This setting specifies whether the limit is an high or low limit. If it is a high limit, the
cause tag satisfies the tripping condition if its value is greater than or equal to the
entry value in the "Limit" field. If it is a low limit, the cause tag satisfies the tripping
condition if its value is less than or equal to the entry value in the "Limit" field.
Limit pre- A cause tag is provided in the color configured for "Pre-alarm" as soon as the TAG
alarm value is less than / equal to or greater than / equal to this input value - depending on
the selected limit type.
To disable this option, set the value greater than / equal to the limit value.
Hysteresis The hysteresis specifies a dead band in the range of the limit value that applies if a
cause tag no longer satisfies the tripping condition. It prevents an input from con-
stantly oscillating between active and inactive. The default setting is no hysteresis,
i.e., the value "0".
Examples:
If a high limit of 90.0 and a hysteresis of 5.0 are set, the cause remains active until
the value falls below 85.0.
If a low limit of 10.0 and a hysteresis of 2.0 are set, the cause remains active until the
value rises above 12.0.

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Field Description
Delta This field is present only for analog inputs with more than one input tag. A diagnostic
interrupt is tripped if the input tags differ by at least the amount of the entered delta
value. To clear a diagnostic alarm, these values must lie within the delta range minus
the hysteresis.
If no value or the value "0" is entered for "delta", no delta evaluation is performed.
Example: If a delta value of 5.0 and a hysteresis of 2.0 is set, a diagnostic interrupt is
indicated if the values differ by 5.0 or more. The values must lie within a range of 3.0
in order for the diagnostic interrupt to be cleared.
Unit Specifies the unit of measurement of the analog value. This specification can be up
to 16 characters long and is used solely for documentation purposes.

Refer also to section "Overview for configuring the causes (Page 88) ".

4.3.6 "Cause details" dialog box - "Options" tab

"Options" tab

Field Description
Time The causes can be configured in such a way that the time functions de-
scribed below are taken into consideration. See also the time lapse dia-
gram for cause time functions following this table.
• None All time options for this cause are cleared with this check box. "None" is
the default setting.
• ON delay This specifies an ON delay. The tripping condition for the cause must be
fulfilled for at least the specified time period before the cause becomes
active.
• OFF delay This specifies an OFF delay. The tripping condition for the cause must not
be fulfilled for the time period specified by the OFF delay before the cause
becomes inactive.
• Timed cause If this option is selected for a cause, the cause remains active during the
time entered in the "Time duration" field, irrespective of whether the trip-
ping condition for the cause remains TRUE the entire time.
• Duration Here, you enter the desired duration for the the ON delay, OFF delay, or
Timed cause settings.
Bypass Causes can be configured in such a way that the following bypass func-
tions are available:
• Soft bypass allowed If the "Soft bypass allowed" check box is selected, the operator can man-
ually create a bypass for maintenance purposes in the viewer or in online
mode of the Engineering Tool. This check box is selected by default.

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Field Description
• Bypass tag To open the "Select I/O tag" dialog box, click the "I/O" button. Here, you
can select a Boolean tag as a bypass tag. See Chapter "Tags of the Safe-
ty Matrix (Page 59)".
A bypass becomes active for the cause if the value of the bypass tag is
TRUE. A bypass is normally created for maintenance purposes. When a
bypass is active, the cause does not become active even though it should
be active based on its tripping condition and options.
Inhibit tag To open the "Select I/O tag" dialog box, click the "I/O" button. Here, you
can select a Boolean tag as an inhibit tag. See Chapter "Tags of the Safe-
ty Matrix (Page 59)".
The inhibit function is typically used to automatically suppress a cause
during automatic startup of a batch process.
The "Inhibit tag" is a Boolean tag. The cause becomes suppressed if the
inhibit tag is TRUE. When an inhibit is active, the cause does not become
active even though it should be active based on its tripping condition and
options.
First out alarm group In online mode, the first out alarm function indicates which cause became
active first (i.e., cause responsible for tripping). The cause that tripped first
in each group is highlighted in color. A cause can be categorized into any
of the 15 different first out alarm groups. The first out alarm function is
disabled by default. To add a cause to a first out alarm group, you simply
enter the group number in this text field.
Notes Up to 32 comments can be entered for each Safety Matrix; the comments
will be displayed in the information area for notes. Up to four comments
can be assigned to each cause in the "User notes" fields. The number in
the box next to each field refers to the associated comment.
Safety instrumented A cause can be assigned to up to four SIF groups, i.e., "Safety Instru-
function (SIF) groups mented Function groups". An SIF group contains associated causes and
effects that are typically assigned to a single safety circuit, made up of
sensors, the F-CPU, and control elements, that executes a particular safe-
ty function. Assignment to an SIF allows filter functions to be used for
displaying causes and effects in online mode.
You must have created the safety instrumented function groups in the
"General" tab of the "Properties" dialog box for the Safety Matrix before
you can assign causes and effects here. Pay special attention to the steps
in Chapter ""Properties" dialog box of the Safety Matrix (Page 80) ".
Auto acknowledge ac- If the "Auto acknowledge active cause" check box is selected, the cause
tive cause will be cleared automatically as soon as the tripping condition is no longer
satisfied. If this check box is not selected, the operator must manually
clear an active cause. This check box is selected by default.
Note: The acknowledgement has no effect on a cause with configured
OFF delay or a timed cause.
Input trip on bad quality If the "Input trip on bad quality" check box is selected, the quality errors
signaled by the F-channel drivers cause the input tag to report that it is in
tripped condition.

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Field Description
Enable AnyInputTrip If a cause is configured with more than one input tag, the user can select
alarm whether an alarm is indicated as soon as one of the inputs satisfies the
tripping criteria. By default, this is set up for discrete and analog input
types as follows:
• Discrete: enabled by default
• Analog: enabled by default
Mutually exclusive tag I you select this option, the tag simulation of the cause is mutually exclu-
simulation sive. This means that only one tag of a cause can be simulated in each
case.

Time lapse diagram for cause time functions

Refer also to Chapter "Overview for configuring the causes (Page 88) ".
For detailed representations of the parameter assignment and information on how causes
work, see Chapter "Example parameter assignments for causes (Page 162) ".

4.3.7 "Cause details" dialog box - "Alarms" tab

Requirement
To display the "Alarms" tab, the "Positioning of cause and effect" check box must be
selected on the "Alarms" tab of the "Properties" dialog box for the Safety Matrix (Edit >
Properties menu command).
See section ""Properties" dialog box of the Safety Matrix (Page 80)".

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"Alarms" tab

Field Description
Position alarm block Use this check box to position the F_SC_AL message block for this cause.
• Chart assignment If necessary, assign the message block to a plant hierarchy in this field.
Click the associated "..." button to open a browser for this purpose.
• Enable messages Select the "Enable messages" check box.
Click the associated "..." button to open the dialog box for configuring the
predefined alarm profile for causes and effects selected in the "Configure"
tab. There, you can
• Enable individual messages
• Change message classes
• Change priorities of message classes
• Specify the acknowledgement request

For information on assigning a color to an alarm profile for the status display, see section
""Adjust" dialog boxes (Page 85)".

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4.4 Configuring the effects

4.4 Configuring the effects

4.4.1 Overview for configuring the effects

Overview
The values of at least one but no more than four discrete output tags define the action to be
performed on the process. The activation of an effect depends on various factors:
● Type of intersection
● Specified options for the effect

4.4.2 Creating/changing an effect and the column for an effect

Procedure for creating/changing an effect


In the effect configuration area of the Safety Matrix, double-click a column (empty or filled) or
click the column and select "Change effect" in the context menu.
The "Effect details - Effect x" dialog box is opened and you can create or change the effect.

Context menu in the effect configuration area of the Safety Matrix


If you click a column in the effect configuration area of the Safety Matrix, the context menu
provides the following functions for selection, according to whether the clicked column is
empty or filled:
Empty column:
● Change effect (the "Effect details - Effect x" dialog box is opened)
● Add column
● Delete column
Filled column:
● Copy effect
● Cut effect
● Change effect (the "Effect details - Effect x" dialog box is opened)
● Delete effect (the effect, i.e., the content of the column is deleted but the column is
retained as an empty column)
● Add column (empty column is added and all effects to the right are shifted right one
column)
● Delete column (current column is deleted and all effects to the right are shifted left one
column)

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Note
With "Add column", the last column of the Safety Matrix is always deleted. Therefore,
make sure that the last column is empty. If necessary, you must adapt the size of the
safety matrix.

Note
If "Add column" or "Delete column" is selected, the Safety Matrix Engineering Tool
automatically selects the "Chart + Parameters" transfer option during transfer of the
Safety Matrix. Refer to Chapter "Transferring the Safety Matrix to the project (Page 116)".

Note
"Add column" or "Delete column" can cause all of the columns to the right to be marked
as changed in a subsequent matrix comparison. These columns must be tested in an
acceptance test. To avoid this:
• Always add additional effects at the end
• Cut, add, copy, or delete content only and not whole columns
• Avoid changing the size of the Safety Matrix

4.4.3 Overview of the "Effect details - Effect x" dialog box

Procedure for configuring an effect


In the effect configuration area of the Safety Matrix, double-click a column (empty or filled) or
click the column and select "Change" in the context menu.
The "Effect details - Effect x" dialog box is opened.
Effect "x"
Each effect is assigned a unique number within the Safety Matrix. This assignment occurs
automatically on the basis of the selected column. The effect number cannot be changed.

Dialog box for configuring an effect


The dialog box for configuring an effect contains the following tabs:
● "Configure"
● "Options"
● "Alarms"

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4.4.4 "Effect details" dialog box - "Configure" tab

"Configure" tab

Field Description
Descr. Alphanumeric description of the effect, which can be up to 32 characters
long. Entry of the description is mandatory.
SIL (= Safety Integrity This field is used for documentation purposes. Here, you can enter the SIL
Level) for this effect, as determined during your risk analysis (e.g., according to
IEC 61508).
An entry in this field is not required. No SIL value is entered by default.
Tag x Specify at least one tag for each effect. Please note the section "Syntax
rules for tag names in the Safety Matrix (Page 61)".
The number of tag fields displayed in the dialog box depends on the number
in the field "Number or outputs".
• (button) I/O To open the "Select I/O tag" dialog box, click the "I/O" button. See section
"Tags of the Safety Matrix (Page 59)".
• (button) ... The "..." button appears if the "Channel driver" option was selected in the
"Select I/O tag" dialog box. Click the "..." button to open the "Channel driver"
dialog.
• On the "Parameter" tab, you can do the following for F-channel drivers
that are selected via symbols:
– Specify whether the simulation takes precedence over errors (param-
eter SIM_MOD in F-channel driver F_CH_DO)
• In the "Options" tab, you can
– Select whether you want to specify a start value for simulation.
– Specify a start value for the simulation of this output tag.
These parameters can also be edited directly at the F-channel drivers in
CFC charts (including interconnection). If you use this option, you must be
aware that overlaps can occur. The data saved to the CFC take precedence.
Action In this field, enter a text containing up to 8 characters that describes which
action will be initiated when the effect is active (for example: open). This
value is used only for display/documentation purposes.
Energize-to-trip This option for the output tags specifies when the output tag is set to "0" or
"1". In deenergize-to-trip applications, the output tag is set to "0" when the
effect is active. In energize-to-trip applications, the output tag is set to "1"
when the effect is active. By default, this check box is not selected, i.e., the
default setting is deenergize-to-trip because the value "0" is regarded as the
safe rest position for digital F-I/O. See table below.
In the Safety Matrix, output tags for which energize-to-trip is selected are
labeled with an asterisk (*) at the end of the output tag.
Function type The "Function type" defines the conditions under which an effect becomes
active. An entry in this field is mandatory.

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Field Description
• Normal By default, all effects and up to four output tags are set to the respective
values when the effect becomes active.
Note: The "Normal" function type results in a tripping command. The tripping
command can include a time delay before the effect becomes active or it can
be blocked or bypassed. See also ""Effect details" dialog box - "Alarms" tab
(Page 104) ".
• For note only The effect will not be processed. Used only for documentation purposes.

Number of outputs Specify how many tags are assigned to a particular effect.
The selection in this field has an effect on the number of displayed tag fields
"TAG x".
Alarm profile An alarm profile is assigned to each effect. You can configure the alarm
profiles for the causes and effects (see section ""Effect details" dialog box -
"Options" tab (Page 102)").
The alarm profile selection determines the color representation in online
mode and, if applicable, the effect messages issued.
• Standard "Standard" alarm profile is set (default).

• Sequential "Sequential" alarm profile is set.

Effect Configuration Output tag


Active DTT 0
ETT 1
Inactive DTT 1
ETT 0

Refer also to section "Overview for configuring the effects (Page 98)".
For detailed representations of the parameter assignment and information on how effects
work, especially taking into consideration the configured intersection types, see section
"Example parameter assignments for effects (Page 166)".

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4.4.5 "Effect details" dialog box - "Options" tab

"Options" tab

Field Description
Output delay If the "Enable" check box is selected, the outputs are tripped after a cer-
tain time delay. You specify the duration of the time delay in the "Dura-
tion" entry field. To delete a configured output delay, you must clear the
"Enable" check box.
Note: The output delay only acts on the output tags of the effect and not
on the activation of the effect itself. The output delay does not apply to
visualization and internal references of the effect.
Bypass Effects can be configured in such a way that the following bypass func-
tions are available:
• Soft bypass allowed If the "Soft bypass allowed" check box is selected, the operator can
manually create a bypass for maintenance purposes in the viewer or in
online mode of the Engineering Tool. This check box is cleared by de-
fault.
• Bypass tag To open the "Select I/O tag" dialog box, click the "I/O" button. Here, you
can select a Boolean tag as a bypass tag. See Chapter "Tags of the
Safety Matrix (Page 59)".
A bypass becomes active for the effect if the value of the bypass tag is
TRUE. A bypass is normally created for maintenance purposes, e.g., for
replacement of a sensor. In normal process mode, you should use the
"Override" function.
If bypass is active, an effect is deactivated although it should be active
based on the other conditions (cause, intersection).
Reset/override tag To open the "Select I/O tag" dialog box, click the "I/O" button. Here, you
can select a Boolean tag as a "reset/override tag". See Chapter "Tags of
the Safety Matrix (Page 59)".
The effect can be overridden if intersection types V or R are used or
reset if intersection types S or R are used. The effect becomes reset if
the reset/override tag undergoes a FALSE-TRUE transition. In the case
of an override, the override status is switched on a FALSE-TRUE transi-
tion. See Chapter ""Intersection details" dialog box - "Configure" tab
(Page 107) " for more details.
Maximum override time In this entry field, you can enter the maximum time in seconds that the
effect can remain in override status. If the conditions that tripped the
effect are still present after expiration of the maximum override time, the
effect becomes active again and an alarm "Override Failed: Timeout"
appears. . If a new cause assigned to this effect becomes active, the
override function ends immediately, the effect becomes active once
again and an alarm "Override Failed: Cause" appears .
The time configured in Maximum override time should not exceed the
time period of any condition that the process or system tolerates.
Override pre-alarm time In this input field, you can enter the time in seconds after which a pre-
alarm for reaching the maximum override time is issued. The relevant
effect tag is stored in the color configured for a pre-alarm once this time
expires.
Masking or process data pass through

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Field Description
• Enable process data If you select this check box, the effect is configured to pass on the pro-
pass through cess data. A process data tag must be specified for this. See description
of "Process data pass through" following this table.
• Mask enable tag The value of the mask enable tag specifies whether the effect logic or an
externally controlled process tag (see process data tag) is interconnected
with the output tags of the effect. See description of "Mask" following this
table.
• Process data tag Denotes an external process tag that is passed through to the output of
the effect when the effect is not active, provided "Process data pass
through" is selected. This allows an output from a process data element
to be controlled until a tripping condition activates the effect.
If a mask enable tag is configured and its value = TRUE, the value of the
process data tag is always passed through to the output tags.
For energize-to-trip (ETT) output tags, the value of the process data tag
is inverted before it is written to the output tags.
Notes Up to 32 comments can be entered for each Safety Matrix; the com-
ments will be displayed in the information area for notes. Up to four
comments can be assigned to each cause in the "Notes" fields. The
number in the box next to each field refers to the associated comment.
SIF grouping An effect can be assigned to up to four SIF groups, i.e., "Safety Instru-
mented Function groups". An SIF group contains associated causes and
effects that are typically assigned to a single safety circuit, made up of
sensors, the F-CPU, and control elements, that executes a particular
safety function. Assignment to an SIF allows filter functions to be used
for displaying causes and effects in online mode.
You must have created the safety instrumented function groups in the
"General" tab of the "Properties" dialog box for the Safety Matrix before
you can assign causes and effects here. Pay special attention to the
steps in Chapter ""Properties" dialog box of the Safety Matrix
(Page 80) ".
Mutually exclusive tag IIf you select this option, the tag simulation of the effect is mutually ex-
simulation clusive. This means that only one tag of an effect can be simulated in
each case.

Process data pass through


This is a concept that allows an externally-controlled process tag (by a control system) to be
interconnected with the output logic of the effect. The Safety Matrix will disregard the pass
through of the process data if the effect becomes active. Process data pass through is
configured by selecting the "Enable process data pass through" check box and entering a
process data tag for the process tag.
The pass through is controlled by the active status of the effect (see figure below). The value
of the process data tag is interconnected with the output tags if the effect logic is not active.
If the effect logic is active, the interconnection of the process data tag value with the output
tags of the effect is disconnected and the output is controlled by the fail-safe values. The fail-
safe value is FALSE for a deenergize-to-trip (DTT) output and TRUE for an Energize-to-trip
(ETT) output.

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Mask
By masking the effect, you can override the effect logic using the process data value, as
shown in the figure below. The override function is controlled by the value of the mask
enable tag.

To configure an effect for masking, you must enter values for the mask enable tag and
process data tag. The value of the mask enable tag specifies whether the effect logic or an
externally controlled process tag (see process data tag) will be interconnected with the
output tags of the effect.
Refer also to Chapter "Overview for configuring the effects (Page 98) ".
For detailed representations of the parameter assignment and information on how effects
work, especially taking into consideration the configured intersection types, see Chapter
"Example parameter assignments for effects (Page 166) ".

4.4.6 "Effect details" dialog box - "Alarms" tab

Requirements
To display the "Alarms" tab, the "Positioning of cause and effect" check box must be
selected on the "Alarms" tab of the "Properties" dialog box for the Safety Matrix (Edit >
Properties menu command).
See Chapter ""Properties" dialog box of the Safety Matrix (Page 80)".

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"Alarms" tab

Field Description
Position alarm block Use this check box to position the F_SE_AL message block for this effect.
• Chart assignment If necessary, assign the message block to a plant hierarchy in this field.
Click the associated "..." button to open a browser for this purpose.
• Enable messages Select the "Enable messages" check box.
Click the associated "..." button to open the dialog box for configuring the
predefined alarm profile for causes and effects selected in the "Configure"
tab. There, you can
• Enable individual messages
• Change message classes
• Change priorities of message classes
• Specify the acknowledgement request

For information on assigning a color to an alarm profile for the status display, see Chapter
""Adjust" dialog boxes (Page 85)".

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4.5 Configuring the intersections

4.5 Configuring the intersections

4.5.1 Editing or changing intersections

Editing or changing an intersection


Select a valid intersection cell in the intersection of a configured cause and a configured
effect. Each Safety Matrix supports up to 1024 intersections.

Procedure for editing/changing an intersection


In the interface configuration area of the Safety Matrix, double-click an intersection (empty or
filled) or click the intersection and select "Change intersection" in the context menu.
The "Intersection details - Cause x, Effect x" dialog box is opened and you can create or
change the intersection.

Context menu in the intersection configuration area of the Safety Matrix


If you click an intersection in the intersection configuration area of the Safety Matrix, the
context menu provides the following functions for selection, according to whether the clicked
intersection is empty or filled:
Empty intersection of a configured cause and effect:
● Change intersection
● Insert intersection
● N - Not stored
● S - Stored
● V - Overridable
● R - Resettable and overridable
● X - Not specified
● * - For note only
● XooN (Specify X)
Filled intersection of a configured cause and effect:
● Copy intersection
● Cut intersection
● Change intersection
● Delete intersection
● N - Not stored
● S - Stored
● V - Overridable

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● R - Resettable and overridable


● X - Not specified
● * - For note only
● None
● XooN (Specify X)

4.5.2 "Intersection details" dialog box - "Configure" tab

Procedure for editing/changing an intersection


Double-click an (empty or filled) intersection in the intersection configuration area of the
Safety Matrix or click the intersection and select "Change intersection" in the context menu.
The "Intersection details - Cause x, Effect x" dialog opens and you can create or change the
intersection.

"Configure" tab

Field Description
N - Not stored Simple pass through function. If the cause is active, the effect is tripped.
S - Stored If the cause is active, the effect is tripped and stored. If the effect is no
longer tripped, the operator must manually clear it in the Viewer or in
online mode of the Engineering Tool or by setting the configured re-
set/override tag to TRUE.
V - Overridable If the cause is active, the effect is tripped. You can bypass the tripping of
the effect by
• Manual intervention, or
• Setting the configured reset/override tag to TRUE as long as the effect
is still tripped
R - Resettable and over- This intersection type is a combination of the S and V types described
ridable above. The effects interconnected with this intersection type remain active
if the associated cause becomes inactive, except that
• The override function can be used to bypass the effect as long as the
cause is active.
• The effects can be acknowledged if the cause is no longer active.
X - Not specified A connection between the cause and effect is required but the desired
intersection type has not yet been specified. A connection will not be pro-
cessed until the intersection type is entered. A Safety Matrix with intersec-
tion type X cannot be transferred to the CPU.
* - For note only A connection between this cause and this effect will not be processed.
Used only for documentation purposes.

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Configuring
4.5 Configuring the intersections

Field Description
None There is no connection between this cause and this effect (no entry in the
intersection). This is the default intersection type.
XooN value (2-15) This enables you to assign causes according to the majority method. X is
entered by the user, and N is determined based on the number of intersec-
tions having X as a coefficient.
Only one XooN assignment is allowed for each effect. Only intersections of
the same type (for example, all S or all N) can be taken into consideration
for assignment according to the majority principle. The following figure
shows examples of this method of intersection assignment.

Examples of intersection assignment according to the majority principle

Note
The Safety Matrix offers a convenient method for collectively processing the safety logic. If
required, all effects can be activated simultaneously. This is possible by configuring a single
cause and interconnecting with all effects through an intersection. If this cause becomes
active, it trips every effect logic (including configured time delays).

For detailed representations of the parameter assignment and information on how effects
work, especially taking into consideration the configured intersection types, see section
"Example parameter assignments for effects (Page 166)".

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Configuring
4.6 Importing/exporting a cause/effect matrix file

4.6 Importing/exporting a cause/effect matrix file

Importing
When Safety Matrices are created and revised, it may be necessary to insert the matrix logic
developed outside of a SIMATIC project into the S7 program. This is referred to as
"Importing a Safety Matrix".
A possible example of this would be a generic cause/effect matrix for an emergency
shutdown that was developed by a corporate research and development department and is
to be installed in different locations for integration into a local project.

Exporting
A created Safety Matrix can be checked and further edited on a PC outside of PCS 7 or
STEP 7. For this purpose, you must export your Safety Matrix to a cause/effect matrix file
(.cem).
For example, the initial version of a Safety Matrix can be created on a work station with the
Safety Matrix Engineering Tool. The logic of the Safety Matrix can be saved and sent as an
e-mail to remote colleagues, who can then revise the logic for local conditions.

Note
Safety during data exchange of Cause/Effect matrix file
Make sure that access to the transfer medium or the transfer directory is restricted to
authorized personnel during data exchange of the SIMATIC Safety Matrix file (*.CEM).

4.6.1 Importing a cause/effect matrix file (.cem) to a PCS 7 project

Introduction
All matrices that were created and edited with the Safety Matrix Editor must be imported to
the SIMATIC project in this manner.
For the transport, the Matrix must be available in the format of a cause/effect matrix file
(.cem). The .cem file contains all of the configuration data for a particular Safety Matrix.

Note
It is not possible to (re)import a matrix file if a CFC chart of the same name already exists. In
this case, you must rename the CFC chart before (re)importing the matrix file (in the S7
program, Charts folder) and then change the name back.

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Configuring
4.6 Importing/exporting a cause/effect matrix file

Note
If you delete the existing CFC chart, any interconnections to the CFC chart of the Safety
Matrix are also lost.

Procedure
To import the .cem matrix file to a SIMATIC project, follow these steps:
1. Start SIMATIC Manager.
2. Open the project in which the Safety Matrix is to be imported.
3. Select the Matrices folder in the S7 program, and open the object properties.
4. Open the "Matrix" tab.
5. Click the "Import CEM" button.
6. Select the .cem file you want to import in the subsequent selection window.
Result
The imported Safety Matrix file appears in the Matrices folder and can be edited, transferred,
compiled, and downloaded like other Safety Matrices.

See also
Safety Matrix Editor (Page 111)

4.6.2 Exporting a cause/effect matrix file (.cem)

Procedure
To export the Safety Matrix to a .cem matrix file, follow these steps:
● Select the File > Save as menu commend in the Safety Matrix Engineering Tool , and
enter the desired name and file location of the .cem file.
Or:
1. Start SIMATIC Manager.
2. Open the project in which the Safety Matrix is to be imported.
3. Select the matrix to be exported in the Matrices folder in the S7 program, and right-click.
4. Select the Export source entry.
5. In the subsequent selection window, select the desired name and file location for the
Safety Matrix to be exported.

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Configuring
4.7 Safety Matrix Editor

4.7 Safety Matrix Editor

Functionality
The Safety Matrix Editor is a subset of the Safety Matrix Engineering Tool. Its functionality is
limited to configuring a Safety Matrix outside the SIMATIC environment. The Safety Matrix
Editor supports checking of the cause and effect logic.

Example
For example, the initial version of a Safety Matrix can be created on a work station with the
Safety Matrix Engineering Tool. The logic of the matrix can be saved and used jointly over a
network or sent as an e-mail to remote colleagues. The Safety Matrix Editor allows the editor
to open the Safety Matrix and examine it in the same format that it was created in. The editor
can change the Safety Matrix configuration (e.g., change function types or parameters, insert
user notes). A Safety Matrix can also come from the Safety Matrix Editor.
Finally, the Safety Matrix can be integrated into a SIMATIC project, see section
"Importing/exporting a cause/effect matrix file (Page 109) ".

Restrictions in the range of functions


The following functions of the Safety Matrix Engineering Tool are not included in the Safety
Matrix Editor:
● Transfer to the project
● Compile
● Download
● Compare Safety Matrix with
– SIMATIC project
– CPU
● Compare two Safety Matrices based on generated charts
● Monitor

Opening the Safety Matrix Editor


Depending on the operating system, select the following command in the Windows Start
menu:
● Windows XP / 2003: Menu command Start > SIMATIC > STEP 7 > SafetyMatrix
● Windows 7 / 2008: Menu command Start > All Programs > Siemens Automation > STEP
7 > SafetyMatrix

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Configuring
4.7 Safety Matrix Editor

Creating a new Safety Matrix


Select the File > New menu command.
A dialog box is displayed prompting you to enter a file name for the new Safety Matrix.
Select the directory in which the newly created Safety Matrix is to be stored.

Opening an existing Safety Matrix


1. Select File > Open.
2. Navigate to the desired Safety Matrix file.
3. Select the file and open it.

Editing a Safety Matrix


Once a Safety Matrix is opened for editing, configuring is performed in the Safety Matrix
Editor in the same way as in the Safety Matrix Engineering Tool.

Shared use of a Safety Matrix file


The entire Safety Matrix is contained in the cause/effect matrix file (.cem). You can use the
familiar system functions such as Move, Copy, etc., same as in any file. The ".cem" file can
be made available at a commonly accessible file location or sent to other users via e-mail.
You cannot edit a Safety Matrix file simultaneously from two Safety Matrix Editors.

Additional information
Importing a cause/effect matrix file (.cem) to a PCS 7 project (Page 109)

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Access protection 5
Purpose and mode of operation
Access protection protects S7 F/FH Systems from unauthorized access, such as undesirable
downloads to the F-CPU from the Engineering System (ES). In addition to the password for
the F-CPU, you need an additional password for the safety program for S7 F/FH Systems.
The table below provides information about the password for the F-CPU and the password
for the safety program.

Password for F-CPU


Password assign- In HW Config during configuration of the F-CPU in the "Protection" tab of the "Properties" dialog
ment box
Password requested • Downloading the entire S7-program from the Safety Matrix Engineering Tool
when
• Downloading changes in the safety-program from the Safety Matrix Engineering Tool
Password validity Access permission is valid until it is explicitly canceled using the corresponding function of SIMATIC
Managers (with the PLC > Access Permission > Cancel menu command) or until you close the last
STEP 7 application.
Access permission can become invalid if the hardware configuration of the F-CPU is changed and
downloaded.

Password for safety program


Password assign- In SIMATIC Manager, Options > Edit Safety Program menu command
ment
Password requested • Saving critical changes in a Safety Matrix
when
• Transferring a Safety Matrix to the safety program
• Compiling changes to the safety program
• Downloading changes to the safety program
• Starting the first operation via Secure Write in online mode of the Safety Matrix Engineering
Tool
• Disabling and enabling safety mode
Password validity The access permission lasts for one hour after correct password entry, during which time it is reset
to another hour after each action requiring a password, or until access permission is explicitly can-
celed in SIMATIC Manager (Options > Edit safety program menu command, then click the Pass-
word button followed by the Cancel access rights button).

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Access protection

This access protection is described in detail in the "S7 F/FH Systems Configuring and
Programming" Programming and Operating Manual. Additional information on this document
is available in the preface.

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Transferring a Safety Matrix 6
Introduction
The transfer of a Safety Matrix to the project includes
● Saving the Safety Matrix accompanied by a validity check of the configuration
● Generation of the F-System program logic based on CFC using F-blocks from the Safety
Matrix block library

Nested chart
After the transfer, a basic CFC chart containing two nested charts is available for each
Safety Matrix:
● Nested chart of the channel drivers ("MatrixName")
● Nested chart of the matrix logic ("@MatrixName"). This chart is protected, i.e., it cannot
be opened in the CFC.

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6.1 Transferring the Safety Matrix to the project

6.1 Transferring the Safety Matrix to the project


After complete configuration of a Safety Matrix, it must be saved and transferred to the
project before it is compiled and downloaded to the F-CPU for execution.

Transferring the Safety Matrix to a project


1. Select the File > Transfer menu command.
2. Optional: In the subsequent dialog box, select the "Chart + Parameters" and/or "Use
imported channel drivers (IEA support)" and/or "Clean up nested chart connections"
transfer options.
3. Click OK to start the transfer operation.
4. Assign the generated Safety Matrix basic chart to a hierarchy folder in the plant hierarchy
by moving from the component view to the plant view. (See "PCS 7 Process Control
System; Engineering System" configuration manual, section "How to assign objects to the
PH". Additional information on this document is available in the preface.)
Perform steps 1 to 3 for each Safety Matrix to be transferred.

Transfer options
The "Chart + Parameters" option clears the complete nested chart of the matrix logic
("@MatrixName") and associated user-configured connections and creates a new one. This
option is specified by the Safety Matrix Engineering Tool and cannot be deselected, if the
following applies:
● The size of the Safety Matrix was changed.
● A cause row or an effect column was inserted or deleted.
You also have the option of selecting "Chart + Parameters" for the transfer (see below).

Note
The entry "Creating the matrix chart in the project" in the log window indicates that the
transfer was executed with the "Chart + Parameters" transfer option. Check this entry based
on the parameter assignment.

"Parameters" option
You can download changes to a running Safety Matrix is you have selected the
"Parameters" option for the transfer. This has no effect on the processing of the causes,
effects, and intersections that were not changed.
Take the following into consideration for the causes and effects that were changed:
● Saved information (e.g., active timers, messages) are retained when downloading
changes to the F-CPU. This can result in collisions between the old and new
configurations.
Example: If the old effect was active as a stored effect and was reconfigured as "not
stored", this effect can no longer be reset due to the missing reset tags.

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6.1 Transferring the Safety Matrix to the project

● If this behavior is not desired, you must download the changes in two steps:
– First, delete the configurations of the causes/effects involved and then download.
– Afterwards, configure and download the new configuration.

WARNING
Effect of "Parameter" transfer option on download of changes
If you have selected the "Parameters" transfer option, you must make sure that none
of the collisions mentioned above occur when causes/effects are changed. In case of
doubt, select the "Chart + Parameters" transfer option.
Only select the "Parameters" transfer option if the changes you activated are
traceable.

"Chart + Parameters" option


If you use the "Chart + Parameters" option to transfer, you must take the following into
consideration:
● Restore your user-configured connections to the nested chart in the matrix logic
("@MatrixName"), for example, by closing text references.
Afterwards, you must compile and download the assigned OS. Similarly, any active
process control is not possible on this OS for the nested chart of the matrix logic
("@MatrixName") while the changes are being downloaded.
● If you then download changes to this Safety Matrix to the F-CPU, the Safety Matrix
restarts with initial data:
– All saved information (e.g., active timers, messages) are lost.
– After the initial run, the output tags of the newly downloaded Safety Matrix F-blocks
output the value determined from the Safety Matrix logic.
– If causes/effects are coupled back, the value of the corresponding tags is FALSE
during the initial run, if you:
- Reference an effect in a cause
- Reference another cause with a higher number in a cause
– The value of the output tags of the Safety Matrix prior to the initial run is FALSE. This
is only important if these tags are evaluated in the run sequence before the Safety
Matrix.
● While changes are being downloaded to the F-CPU, processing of the Safety Matrix is
interrupted. Therefore, do not plan any active process control by the Safety Matrix during
this time (all effects are in "not activated" state).
● Note the selection of additional options for placing the alarm blocks when using this
transfer option. You should select the settings "Update all" or "Update new".

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Transferring a Safety Matrix
6.1 Transferring the Safety Matrix to the project

WARNING
Transfer with "Chart + Parameters" option
A transfer with the "Chart + Parameters" option always changes the F-system collective
signature even if the Safety Matrix configuration was not changed!

"Use imported channel drivers (IEA support)" option


External F-channel drivers are F-channel drivers that were not placed by the Safety Matrix.
In order for the Safety Matrix to interconnect external F-channel drivers as 'internal channel
drivers", you must select the "Use imported channel drivers (IEA support)" option for the
transfer of the Safety Matrix to the project. This is necessary in order for the "Simulate tag"
function to also act on these external F-channel drivers. Likewise, reintegration of modules
after errors occur that require acknowledgement from the Safety Matrix Viewer or in online
mode of the Safety Matrix Engineering Tool via the Ack. drivers button also incorporates
these F-channel drivers.

"Clean up nested chart connections" option


During a transfer with the "Clean up nested chart connections" option selected, connections
to the nested chart of the Safety Matrix that are no longer used internally are deleted. Note
that the links that you have created to these connections of the nested chart of the Safety
Matrix will be lost in this process.

Option "Position alarm blocks"


When a transfer is performed with the "Position alarm blocks" option selected, the configured
message blocks are positioned in the CFC chart.

Note
If the "Positioning" check box of the alarm blocks is not selected, the existing message
blocks are deleted during the transfer and new message blocks are not positioned.
Messages are not issued and block icons are not created for the OS. This also applies if the
F_MA_AL (Safety Matrix, 1-time), F_SC_AL (causes, x-times), and F_SE_AL (effects, x-
times) message blocks were correctly configured within the Safety Matrix.

Requirements for generating block icons


To generate the block icons for the Safety Matrix, the message blocks must be configured
appropriately (see section "Message configuration (Page 67)") and the Safety Matrix must be
transferred with the "Position alarm blocks" option selected.

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6.1 Transferring the Safety Matrix to the project

Additional options
In addition, you can choose one of three options:
● Update all (recommended):
The current message block configuration in the Safety Matrix is transferred to the CFC
program. Message blocks are (re)positioned; those that are no longer used are deleted.
● Update new:
Only the newly created message blocks are transferred to the CFC program. Message
blocks that are no longer used are deleted.
● Leave unchanged:
The current configuration of message blocks in the Safety Matrix is ignored. Message
blocks are neither positioned nor deleted.

Transfer of Safety Matrix


When the Safety Matrix is transferred, it is checked for configuration errors, such as causes
without intersections. The results of this check are displayed in the log window. Use the
Show details button to open the log window of the transfer operation.
If the results of the check are okay, the Safety Matrix Engineering Tool performs a
comparison between the current Safety Matrix and the Safety Matrix stored in the project.
Any discrepancies are displayed in the log window. You are prompted to check the changes
before continuing the transfer.
Result
During the transfer, a basic CFC chart with the name of the Safety Matrix is created in the
SIMATIC project. The chart contains a protected nested chart ("@MatrixName"), which
contains the complete Safety Matrix configuration. A second nested chart ("MatrixName")
contains the automatically created F-channel drivers. The F-channel drivers that were
interconnected by means of IEA support are not moved to here.
The following figure shows the chart generated during the transfer of a Safety Matrix named
"Matrix(2)".

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Transferring a Safety Matrix
6.1 Transferring the Safety Matrix to the project

Nested chart of the channel drivers ("MatrixName")


The Safety Matrix Engineering Tool automatically places the following F-channel drivers from
S7 F Systems into a CFC chart during the transfer:
● F_CH_DI for discrete cause tags: F-channel drivers for digital inputs of F-I/O (except fail-
safe DP standard slaves and PA field devices*)
● F_CH_AI for analog cause tags: F-channel drivers for analog inputs of F-I/O (except fail-
safe DP standard slaves and PA field devices*)
● F_CH_DO for effect tags: F-channel drivers for digital outputs of F-I/O (except fail-safe
DP standard slaves and PA field devices*)
* If you are using fail-safe DP standard slaves or fail-safe PA field devices in a Safety
Matrix, place the F-channel drivers for them manually and interconnect the F-channel
drivers with the Safety Matrix using chart connections to the nested chart of the matrix
logic.
The nested chart of the channel drivers has a visible input:
● The PASS_ON input is interconnected with all internal PASS_ON F-channel driver inputs.
By interconnecting this input, you can passivate all F-channel drivers of the Safety Matrix,
e.g., if you want to enable passivation as a function of particular states in your safety
program.
The invisible chart connections (inputs and outputs) must not be changed.

WARNING
Nested chart of the channel drivers
You must not rename, copy, or move the nested chart of the channel drivers
("MatrixName").
In addition, you must not delete any interconnections in this chart.

Note
New interconnections must not be added in the nested chart of the channel drivers
("MatrixName")
You must not add any internal interconnections to the F-channel drivers because these will
be deleted again during a subsequent transfer if the "Chart + Parameters" option is set.
Interconnections to F-channel drivers outside the nested chart of the channel drivers are
retained.

Note
Blocks in the nested chart of the channel drivers ("MatrixName") must not be changed,
renamed, added, or deleted
You must not change, rename, add, or delete any blocks in the nested chart of the channel
drivers.

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6.1 Transferring the Safety Matrix to the project

Nested chart of the matrix logic ("@MatrixName")


The nested chart of the matrix logic always has at least two inputs:
● MatrixSig: Contains the Safety Matrix signature
● EN_SWC: This input (F_BOOL) can be used to enable and, if necessary, to disable the
Secure Write function for the purpose of making operator inputs either in online mode of
the engineering tool or from the PCS 7 OS. This takes place by means of a signal that is
wired in the CFC prior to compiling (enable, if signal = TRUE). See section "Secure Write
(Page 139)".
The nested chart of the matrix logic always has at least eight outputs:
● Error – Boolean flag indicating that an error was detected in the safety data format
● Alarm – Boolean flag indicating that an alarm condition was detected
● Any_CA – Indicates that at least one of the causes in the Safety Matrix is active
● Any_EA – Indicates that at least one of the effects in the Safety Matrix is active
● CByp_Num – Integer value indicating how many causes are currently bypassed
● EByp_Num – Integer value indicating how many effects are currently bypassed
● Msec – Current processing time of the Safety Matrix including F-channel drivers in the
nested chart of the channel drivers ("MatrixName")
● MaxMsec – Maximum processing time of the Safety Matrix including F-channel drivers in
the nested chart of the channel drivers ("MatrixName") This output is reset again to 0 on
each startup of the Safety Matrix.
The invisible chart connections (inputs and outputs) must not be changed.

Note
After the Safety Matrix has been transferred to the project, the Tools > Compare matrix with
> Program function can be used to check whether the project configuration matches the
Safety Matrix.

WARNING
Nested chart of the matrix logic
You must not rename, delete, copy, or move the nested chart of the matrix logic
("@MatrixName").
You may only change visible parameters, but not the "MatrixSig" parameter.

WARNING
Name of the Safety Matrix top chart
You must not change the name of the Safety Matrix basic chart (visible in SIMATIC
Manager).

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Transferring a Safety Matrix
6.2 F-runtime group and run sequence

6.2 F-runtime group and run sequence

Runtime groups following a transfer


When the Safety Matrix is transferred to the project, two or three runtime groups are created:
● The F-blocks of all matrices are positioned in the common "SafetyMatrixXX" F-runtime
group, in which "XX" stands for the number of the OB specified beforehand. This F-
runtime group contains the transferred code. You must not make any changes here.

Note
Make sure also that this F-runtime group is not changed by the CFC function "Optimize
run sequence". For this purpose, verify that the "Optimization of run sequence" check box
is cleared in the properties dialog box for this F-runtime group.

● A standard runtime group "m_SafetyMatrixXX" of the respective OB is created for all


Safety Matrices and the standard blocks are placed there.
● A standard runtime group "@Matrix name" is created for each Safety Matrix that has its
own F-channel drivers.

Executable sequence
Each time the Safety Matrix is transferred, an executable sequence within the F-runtime
group is ensured automatically. The run sequence is oriented to the data flow. If the run
sequence was corrupted (e.g., by a faulty user intervention), this is corrected automatically
during the next transfer, thereby producing an executable sequence again.
This sequence has the following systematic structure:
Run sequence (with preprocessing)
1. Input channel driver
2. Preprocessing
3. F-blocks of the Safety Matrix
4. Output channel driver
Make sure that the run sequence in the blocks used in the pre-processing is correct.

Note
You must not change the sequence of the Safety Matrix runtime groups.
You must not change the sequence of the blocks in the Safety Matrix runtime groups.
Failure to comply with these instructions will result in an F-STOP or a a safety program
reaction in a subsequent cycle.

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6.3 Notes for working with CFC

6.3 Notes for working with CFC


F-Blocks appear in the CFC chart highlighted in color. They are highlighted in yellow to
indicate that a safety program is involved.
CFC charts and F-runtime groups with F-Blocks are yellow and marked with an "F" in order
to distinguish them from the charts and runtime groups of the standard user program.

Optimizing the length of the code area


If the following error message appears when compiling in CFC:
F: Maximum code area length (max. 64 kbytes) has been reached.

you must reduce the size of the F-runtime group of the Safety Matrix. You have two different
configuration options:
● Move each Safety Matrix to its own F-runtime group.
Proceed as follows: Move all blocks of a Safety Matrix basic chart in a newly created F-
runtime group in the run view of the CFC. You can assign, for example, the name of the
Safety Matrix as the name of the new F-runtime group.
● If this is not sufficient, divide up your large Safety Matrix into several smaller Safety
Matrices (if possible).
We always recommend that you move large Safety Matrices to their own F-runtime groups.
Their F-channel drivers should be created before the transfer (e.g., with support by the
import/export wizard) and linked using the "Use imported channel drivers (IEA support)"
transfer option.
The position of the pre-processing can be changed if it is not part of the Safety Matrix
runtime group (for example, for IEA support or custom channel drivers).

Automatically generated charts


The Safety Matrix chart is an automatically created chart.
You may not rename, move or delete this chart and the nested charts of the following table
(and nest charts they contain in turn).

Description Name in the project


Nested chart of the matrix @MatrixName
Nested chart of the channel drivers MatrixName
Nested chart of the alarm blocks (global) AL_Chart
Nested chart of the preprocessing PP_Chart

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6.3 Notes for working with CFC

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Compiling and downloading 7
7.1 Compiling and downloading to the F-CPU

Requirements
All Safety Matrices of the S7 program to be compiled have already been successfully
transferred.

Compiling the SIMATIC-Project


1. Make sure that all inputs and outputs of the Safety Matrix are interconnected with the
safety program.
2. Select the Options > CFC > Compile menu command.
3. For compilation of the Safety Matrix, select the "Generate module driver" option in the
"Compile program" dialog box.
4. After the project has been successfully compiled, it can be downloaded to the F-CPU.

Downloading the SIMATIC project to the F-CPU


Select the Options > CPU > Download menu command.
The matrix logic can now be checked for proper functioning.

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Compiling and downloading
7.2 Compiling and downloading to the Operator Station

7.2 Compiling and downloading to the Operator Station

Requirement
To compile and download to the Operator Station, the "AS-OS engineering" check box must
be selected when the Safety Matrix Engineering Tool V6.2 is installed. This ensures a unique
assignment of the WinCC faceplates to the matrices from the ES. See section "Installing
(Page 27)".

Configuration and data storage


Configuring is performed exclusively in the ES in PCS 7 and then downloaded to the OS
server. All configuration data are managed centrally and stored in the PCS 7 project. Project
data, such as pictures, tags, and archives, are stored on the OS server and made available
for the OS clients.
The OS server is connected to the plant bus and processes the process data. Operator input
during process mode is carried out on the OS clients.

Note
Prior to compiling and downloading to the OS, you must assign the CFC chart of the Safety
Matrix, which is created during transfer of the Safety Matrix, to the desired hierarchy folder in
the plant hierarchy. (See "PCS 7 Process Control System; Engineering System"
configuration manual, section "How to assign objects to the PH". Additional information on
this document is available in the preface.)

Compiling and downloading to the OS


A project is downloaded using the central "Compile and download objects" function in
SIMATIC Manager. Objects represented in the dialog box correspond to the component view
in SIMATIC Manager, i.e., all SIMATIC PC stations that you created in SIMATIC Manager
are displayed in this dialog box. In this central location, you make all necessary settings for
compiling and downloading. In addition, you specify whether you want to compile and
download the entire project or individual operator stations in this dialog box.

Note
Compiling an OS with activated WinCC runtime followed by downloading is not supported on
a single OS.

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Compiling and downloading
7.2 Compiling and downloading to the Operator Station

Transferring changes in a Safety Matrix


Changes in a Safety Matrix are not automatically transferred to the operator station. You can
transfer the changes by compiling and downloading to the operator station.
Deviations between operator station and F-CPU are signaled in red text below the control
bar in online mode:
● Version difference
● Matrix difference

Special circumstances when downloading in the case of single-user systems


If the OS and ES are operated on one computer, you do not have to perform any download
operations because all necessary data are already present.

See also
Detailed information regarding "Compiling/downloading to an OS" can be found in the
"Process Control System PCS 7; Operator Station" configuration manual. Additional
information on this document is available in the preface.

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Compiling and downloading
7.2 Compiling and downloading to the Operator Station

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Operator control and monitoring 8
8.1 Overview of operator control and monitoring

Introduction
The "Operator control and monitoring" functionality of the Safety Matrix allows you to monitor
and control the behavior of a Safety Matrix during operation. This can take place with the
Engineering Tool in online mode as well as with the viewer of a PCS 7 OS.

Requirements for operator control and monitoring


You perform operator control and monitoring on the Engineering Station in online mode of
the Safety Matrix Engineering Tool.
You perform operator control and monitoring on the Operator Station via the Safety Matrix
Viewer faceplate.
The following requirements apply to operator control and monitoring of a Safety Matrix.

On the ES (Safety Matrix Engineering Tool)


● A Safety Matrix is created and transferred to the project.
● The S7 program containing the Safety Matrix program is compiled and downloaded to the
F-CPU.
● For operator control: The EN_SWC input of the nested chart of the matrix logic
("@MatrixName'") for enabling Secure Write is set to TRUE.

On the OS (Safety Matrix Viewer)


● The S7 program containing the Safety Matrix program is compiled and downloaded to the
F-CPU.
● The user(s) with the relevant permissions are set up.
● The configuration of the Safety Matrix faceplates is downloaded to the OS.
● For operator control: The EN_SWC input of the nested chart of the matrix logic
("@MatrixName'") for enabling Secure Write is set to TRUE.
● When using OS clients, make sure that no default server is set for tags (in WinCC
Explorer select "Server Data", in the shortcut menu select "Default Server", and in the
"Configure Default Server" dialog box select "No Default Server" for the "Tags"
component).

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8.1 Overview of operator control and monitoring

Differences between operator control and monitoring on the ES and OS

ES (Safety Matrix Engineering Tool) OS (Safety Matrix Viewer)


Control bar Control bar
• No bypass report function on control bar
Operator control of Safety Matrix using Secure Write trans- Operator control of Safety Matrix using Secure Write trans-
action in online mode action via faceplate
- User permissions and 2-operator scenario are also support-
ed
Operator inputs that alter the signature of the program (val- -
ues for delta, limit, and hysteresis)
Parameter assignment of high and low range limits of F- -
channel drivers for analog tags
Context menus are available -
Events and messages Events and messages
• Event log • Event log
• PCS 7 alarm and operation messages in the alarm log

WARNING
Warning and safety notices in the user manual for Safety Matrix V5.2
If you have not yet transferred the Safety Matrix using the Safety Matrix Engineering Tool
V 6.1 or higher, you must take into consideration all warning and safety notices in the user
manual for Safety Matrix V5.2. (See also the "Safety Matrix
(http://support.automation.siemens.com/WW/view/en/31609780)" User Manual.)

WARNING
Independent paths to the display
To introduce safety-critical actions, e.g., operations, you must use displays on paths that
are independent of each other. The Safety Matrix offers the status displays and the event
log for this purpose. The different status display types are not independent of each other,
nor are the displays in online mode of the Safety Matrix Engineering Tool or the displays in
the Safety Matrix Viewer.

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8.2 Starting online mode in the Engineering Tool

8.2 Starting online mode in the Engineering Tool

Introduction
Online mode of the Safety Matrix Engineering Tool allows you to monitor the status of a
Safety Matrix that has been downloaded to the F-CPU.

Starting and stopping online mode


Select the Monitor > Monitor On/Off menu command to start/stop online mode.
The Safety Matrix Engineering Tool sets up the connection to the Safety Matrix in the F-
CPU. Once the connection is set up, the current status of the causes and effects is
displayed.

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8.3 Opening the Safety Matrix Viewer faceplates

8.3 Opening the Safety Matrix Viewer faceplates

Introduction
During runtime, you can start the Safety Matrix Viewer from WinCC. The Safety Matrix
Viewer represents the Safety Matrix in a visual display corresponding to how it is configured
and monitored in the Safety Matrix Engineering Tool.
The Safety Matrix Viewer displays the overall configuration of a Safety Matrix (including
causes, effects, and intersections). The configuration cannot be changed.
The Safety Matrix Viewer enables simultaneous operator control and monitoring of multiple
matrices. In addition, the Safety Matrix Viewer supports simultaneous monitoring of a Safety
Matrix on multiple client stations.

Note
In the event of a WinCC user change, the Safety Matrix faceplate that is currently open will
close automatically and can only be reopened using the permissions of the new user. If the
Safety Matrix faceplate is opened during a WinCC user change, e.g., due to changes in
WinCC scripts, the Safety Matrix faceplate must be closed manually before the new user
logs on.

Note
If user settings for the block icon of a Safety Matrix are to be retained during a subsequent
OS compilation of an existing picture, you must clear the "Derive block icons from the plant
hierarchy" option for this WinCC picture.

Requirements for generating block icons


To generate the block icons for the Safety Matrix described below, the message blocks must
be configured appropriately (see section "Message configuration (Page 67)") and the Safety
Matrix must be transferred with the "Position alarm blocks" option selected (see section
"Transferring the Safety Matrix to the project (Page 116)").

Opening the Safety Matrix Viewer


1. Log on to the OS as a user with the required permissions.
2. Open the picture containing the desired Safety Matrix block icons. During OS compilation
of the Safety Matrix, the corresponding block icons are generated for the configured
F_MA_AL (Safety Matrix, 1-time), F_SC_AL (causes, x-times), and F_SE_AL (effects, x-
times) message blocks. These icons offer different views. Specifically:
– View of the entire Safety Matrix
– View of an individual cause with associated intersections and effects
– View of an individual effect with associated intersections and causes
3. Click the respective block icon to open the Safety Matrix Viewer faceplate with the
desired view.

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8.3 Opening the Safety Matrix Viewer faceplates

Safety Matrix block icon

The Safety Matrix block icon shows the following information for the Safety Matrix:
● Technological name of the Safety Matrix message block
● Display, indicating whether there are active pre-alarms for causes
● Display, indicating whether there are active pre-alarms for effects
● Display, indicating whether there are active causes
● Display, indicating whether there are active effects
● Number of active causes
● Number of active effects
● Display, indicating whether there are causes with bypass
● Display, indicating whether there are effects with bypass
● Number of causes bypassed
● Number of effects bypassed
● Text for filtering the display for an SIF group (if configured)
● Number of the SIF group (if configured)
● Display, indicating whether the configuration was changed
● Display, indicating whether reintegration of the F-channel drivers is required.
Attributes for filtering the Safety Matrix display
You use the "SafetyGroupNumber" attribute in the "MatrixData" property to enter the number
of the safety instrumented function group (SIF group) whose assigned causes and effects
are to be displayed when the Safety Matrix faceplate is opened. All other causes and effects
are hidden, including those that are not assigned to an SIF group.
You can specify a text for the "SafetyGroupDescription" attribute so that you can tell from the
block icon whether the Safety Matrix display is filtered. This text is output in the third line of
the block icon, which otherwise remains empty.
The following table provides an overview of the filter properties:

Designation in Description Default


"MatrixData" property
SafetyGroupNumber Numerical default setting of the SIF group 0 (= all causes and effects
in the Safety Matrix are displayed)
SafetyGroupDescription Textual default setting of the SIF group in -
the Safety Matrix

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8.3 Opening the Safety Matrix Viewer faceplates

Attributes for setting the display colors


The block icon offers you the option of using attributes to change the background and text
colors in the display.

Cause block icon

The cause block icon shows the following information for a cause:
● Technological name of the cause message block
● Shows whether the cause is active (red circle)
● Shows whether there is a pre-alarm for the cause (yellow circle)
● Shows whether there is a bypass for the cause
● Shows whether there is a diagnostic interrupt/error for the cause
● Shows whether acknowledgement of the First Out alarm is required.
Attributes for setting the display colors
The block icon offers you the option of using attributes to change the background and text
colors in the display.

Effect block icon

The effect block icon shows the following information for an effect:
● Technological name of the effect message block
● Shows whether the effect is active (red circle)
● Shows whether there is a pre-alarm for the effect (yellow circle)
● Shows whether there is a bypass for the effect
● Shows whether there is a diagnostic interrupt/error for the effect
● Shows whether a reset is possible.
Attributes for setting the display colors
The block icon offers you the option of using attributes to change the background and text
colors in the display.

Permission for group acknowledgement in the block icons


In V6.2 and higher, permission for group acknowledgement of alarms and messages is
available in the block icons. Right-click the respective block icon, and select the
"Processcontrolling_backup" permission in the "Other" property to specify the permission
level.

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8.4 Monitoring

8.4 Monitoring

8.4.1 Color codes for status display

Colors
The status of causes, intersections, and effects are shown in different colors in online mode
of the Safety Matrix. These colors are default settings and can be changed (see section
""Adjust" dialog boxes (Page 85)").

8.4.2 Status displays

"Display status" monitoring function in the control bar


The Display status button is available if a cause or effect is selected. Click this button to
open the "Cause status" or "Effect status" display window. This display window contains
information about the selected cause or effect.
If a status has a white background, this means it is active.

Cause status descriptions

Cause status Description Entry in the


event log
Cause active Indicates that all configured criteria are satisfied for the X
active status (status, function logic, time delays, etc.).
Timed active Indicates that a configured time control is active. The
"active" bit is cleared after expiration of the time duration.
Hysteresis active Indicates that an active cause no longer fulfills its trip
condition but is still within the configured dead band.
Inhibit active Indicates that the inhibit tag is active. X
Bypass active Indicates that a bypass is active. X
Soft bypass active Indicates that the current bypass was set by means of an X
operator input.
Trip requested Indicates that the logic operation of the tags is fulfilled
according to the function logic. The active status of the
cause can be influenced by the configured time behavior
or bypass, inhibit, and interlock functions.
Delta alarm (TagX-TagY) Indicates that the calculated tag difference (X - Y) has
exceeded the configured delta alarm value.
Input trip alarm For a cause with multiple tags, this status indicates that
at least one tag has fulfilled the trip condition and re-
quested a trip, but the trip has not yet been activated.

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Cause status Description Entry in the


event log
Illegal Config Error during internal diagnostic check of the FB (internal
error; remedy: transfer, compile, and download again, if
necessary).
SDF error Indicates that the Safety Matrix has detected an error in X
the safety data format in the DB. This error always caus-
es the safety program to go to F-STOP.
Ackn. cause required Indicates that the cause is kept active until it is acknowl- X
edged by the user and the trip condition is no longer
fulfilled.
TAG x trip pre-alarm Indicates that the configured tag meets the condition for X
limit pre-alarm.
TAG x trip requested Indicates that the configured tag fulfills the condition for X
requesting a trip. This status includes the energize-to-trip
setting of the tag.
Tag x value Indicates the tag status.
TAG x bad quality Indicates that the F-channel driver of the configured tag is X
signaling a quality alarm.
Tag x simulation active Indicates that the tag is being simulated. X
Tag x channel failure Indicates that the F-channel driver of the configured tag is X
signaling a channel failure.
TAG x PROFIsafe failure Indicates that the F-channel driver of the configured tag is X
signaling a PROFIBUS failure caused by the module
driver.

Effect status descriptions

Effect status Description Entry in the


event log
Effect active Indicates that all configured criteria are satisfied for the X
active status (intersection status, bypass, etc.).
Delay active Indicates that a time delay is active.
Mask active Indicates that a mask is active. X
Override active Indicates that an override function is active. X
N intersections Indicates that an interconnected intersection type N is
active.
S intersections Indicates that an interconnected intersection type S is
active.
V intersections Indicates that an interconnected intersection type V is
active.
R intersections Indicates that an interconnected intersection type R is
active.
Bypass active Indicates that a bypass is active. X
Soft bypass active Indicates that the current bypass was set by means of an X
operator input.
Pass through active Indicates that "Process data pass through" is active in the X
effect logic.

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Effect status Description Entry in the


event log
Override input Indicates that the effect is currently being overridden.
OK to override Indicates that the effect is ready to be overridden.
OK to reset Indicates that the effect is ready to be reset.
Effect latched Indicates that the effect is latched and must be reset. X
Pre-alarm override Indicates that the effect meets the time pre-alarm condi- X
tion for the maximum override time.
Override failed: Cause Indicates that the effect override has been interrupted
because a new cause has become active.
Override failed: Timeout Indicates a timeout occurred while overriding the effect.
Illegal Config Error during internal diagnostic check of the FB (internal
error; remedy: transfer, compile, and download again, if
necessary).
SDF error Indicates that the Safety Matrix has detected an error in X
the safety data format in the DB. This error always causes
the safety program to go to F-STOP.
Tag x value Indicates the current status of the output tag.
TAG x bad quality Indicates that the F-channel driver of the configured tag is X
signaling a quality alarm.
Tag x simulation active Indicates that the tag is simulated. X
Tag x channel failure Indicates that the F-channel driver of the configured tag is X
signaling a channel failure.
TAG x PROFIsafe failure Indicates that the F-channel driver of the configured tag is X
signaling a PROFIBUS failure caused by the module
driver.
Effect override: Time Indicates the amount of time remaining for the effect to
remaining remain overridden.

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8.5 Operating

8.5 Operating
While all control bar functions are available without restrictions during online operation of the
Safety Matrix Engineering Tools after the password for the safety program has been entered,
the available functions in the Safety Matrix Viewer on the PCS 7 OS depend on the
assignment of the functions to an authorization level at the block icon and the user
authorizations configured accordingly in the PCS 7 OS.

WARNING
Operator authorization for standard operator
Make sure that you do not assign an operator authorization for the Safety Matrix to a
standard operator, for example, Autologin.

8.5.1 Initiator and confirmer permissions

2-operator scenario
During configuration of the Safety Matrix in the PCS 7 OS, you can select a 2-operator
scenario (4-eyes principle). Two operator roles are defined for this purpose: initiator and
confirmer. You use the corresponding "Initiator" and "Confirmer" attributes to specify which
permission the PCS 7 OS operator has to have to perform the operator control functions on
the Safety Matrix Viewer in the role of initiator or confirmer:
● Initiator permission: the operator may start an operation.
● Confirmer permission: the operator may confirm an operation.
If the confirmer permission and initiator permission is set to 0 (= no access protection), the 2-
operator scenario is not being used. In this case, individual functions are governed solely by
the permission level specified for the respective operator function.
In addition to the initiator and/or confirmer permission, users must have the specified
permission level for each operator function to be performed.

Procedure
You configure the assignment of Safety Matrix functions to a permission level on the "OS
permissions" tab of the "Properties" dialog in the PCS 7 OS (see Chapter ""Properties"
dialog box of the Safety Matrix (Page 80)").

Setting up user permissions for operators


Create the following users based on whether the transaction is to be performed by two
operators or by one operator only.

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Operation with two operators


If the operation of a Safety Matrix is to be transacted by two operators, create two users:
● The initiator starts the Safety Matrix operation via Secure Write. This user must have the
permission that is assigned to the "Initiator" attribute in the properties of the Safety Matrix.
However, the initiator does not have permission to confirm the operation.
● The confirmer verifies and confirms the operation. This user must have the permission
that is assigned to the "Confirmer" attribute in the properties of the Safety Matrix.
However, the confirmer does not have permission to initiate the operation.

Operation with one operator


● If only one operator is to perform all of the transaction steps, but the transaction is to be
performed with initiator/confirmer access protection, create a user who has both of the
permissions that are assigned to the "Initiator" and "Confirmer" attributes in the properties
of the Safety Matrix.
You create users and your own permission levels in the PCS 7 OS with the "User
Administrator" editor.

Activating the OS
Activate the runtime system of the PCS 7 OS, for example, by selecting the File > Activate
menu command in WinCC Explorer.
Once the WinCC Runtime system is activated, the hierarchy levels appear as buttons in the
runtime system of the OS. Click the button to display the block icons for this level.

Deactivating the OS
Close the Safety Matrix Viewer before deactivating the runtime system of the OS.

See also
Chapter "Transaction for Secure Write (Page 139)"

8.5.2 Secure Write

8.5.2.1 Transaction for Secure Write

What is a transaction for Secure Write?


You perform a transaction for operation of a Safety Matrix via Secure Write in online mode of
the Engineering Tool or on the OS by means of the Safety Matrix faceplate. The transaction
consists of a sequence of operations that can be performed by one or two operators.
The transaction must be completed within a time interval specified by the user (timeout). If
the transaction is not completed within this time interval, it is automatically canceled.

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8.5 Operating

Requirements
● The Safety Matrix program is compiled and downloaded to the F-CPU, and the F-CPU is
in RUN mode. See Chapter "Compiling and downloading to the F-CPU (Page 125) ".
● Operator input via the OS: The configuration of the faceplates is downloaded to the OS.
See Chapter "Compiling and downloading to the Operator Station (Page 126) ".
● The operator(s) with the relevant permissions are set up. See Chapter ""Properties"
dialog box of the Safety Matrix (Page 80) ".
● The EN_SWC input of the nested chart of the matrix logic for enabling Secure Write is set
to TRUE and the time interval is configured. See Chapter ""Properties" dialog box of the
Safety Matrix (Page 80) ".
● If operation is by means of the OS, you must prevent the OS user interface from being
closed as is customary in PCS 7 (by blocking the key combination).

General information

Note
In Safety Matrix Viewer V6.2, you cannot perform operations that alter the safety program
signature, which means the values for delta, limit, and hysteresis cannot be changed. The
corresponding dialog box is only available in the Safety Matrix Engineering Tool.

WARNING
The "Secure Write" functionality allows changes to the safety program to be made during
RUN mode
As a result, the following safety measures are required:
• Make sure that changes that could compromise plant safety cannot be made. You can
use the provided #EN_SWC input for this purpose, for example, by controlling it with a
key-operated switch or on a process-specific basis via the safety program.
• Make sure that only authorized persons can make changes. In so doing, don't rely
exclusively on the configured permissions in the block icon. Examples:
– Control the EN_SWC input with a key-operated switch.
– Set up access protection at operator stations where the "Secure Write" function can
be performed.

WARNING
Operating a Safety Matrix
Take organizational measures to ensure that only one transaction at a time can be initiated
or confirmed for a Safety Matrix.

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WARNING
Secure Write: checking correct functioning of the operation
You must check the correct functioning of the operation. Immediately following an
operation, the following must be true:
• The expected response to the operation can be recognized as a change in the status
display, or
• The status for this operation corresponds to the entries in the event log.

WARNING
Checking a transaction
As an operator, you may only accept the awaited information. If there are inconsistencies,
you must cancel the transaction. You may only confirm the transaction assigned to you
organizationally.

WARNING
Checking the technological assignment
When opening the faceplate, make sure that the technological assignment in the top line is
appropriate for the environment in which the block icon was placed. In this way you make
sure you are operating the correct Safety Matrix.

WARNING
Cancelation of a transaction
You must always anticipate the cancelation of a transaction through unforeseeable events,
e.g. communication errors; the safety of the system must not be endangered as a result.

Operator roles for Secure Write


A transaction can be performed by an individual operator who starts, verifies, and confirms
the operation. However, a transaction can also be performed by two operators on the OS.
One operator starts the operation (initiator) and the second operator checks and confirms it
(confirmer).

Sequence of a transaction for Secure Write


A transaction consists of multiple dialog boxes that must be run through one after the other.
After you have entered inputs into a dialog box, there may be a waiting period (depending on
the utilization of the server or the communication partner for the CPU) until the next dialog
box is displayed.
To make this operation more transparent, a dialog box is opened at the start of each
transaction and remains open until the end of the transaction. Additionally, this dialog box
provides additional information such as the time remaining for the transaction and error
messages.

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8.5.2.2 Variants of Secure Write

What variants of Secure Write are available?


Secure Write is available in 3 variants:
● Full Secure Write (in online mode of the Safety Matrix Engineering Tool or from the
PCS 7 OS via the Safety Matrix Viewer):
The operator has both initiator and confirmer permissions and can perform the
transaction alone.
● Secure Write for Initiator (only by means of Safety Matrix Viewer on the PCS 7 OS):
If the operator has initiator permission, he can start the transaction in his role as initiator.
● Secure Write for confirmer (only by means of Safety Matrix Viewer on the PCS 7 OS):
If the operator has confirmer permission, he can confirm the transaction in his role as
confirmer. The operator input does not take effect in the safety program until after this
confirmation.

8.5.3 Operation of a Safety Matrix

8.5.3.1 Operator inputs using the control bar in online mode and in the Safety Matrix Viewer

Dependency of available functions


The control bar is available in online mode of the Safety Matrix Engineering Tool and in the
Safety Matrix Viewer for working with an online Safety Matrix. Once a cause or an effect is
selected in the Safety Matrix, the control bar functions available for the cause or effect are
displayed as control bar buttons. Control bar functions for which permission does not exist
are desensitized.
The available functions depend on:
● The selected element
● The configuration of the element
● The status of the element
● The user permission on the PCS 7 OS
The following example shows the control bar in the case of a highlighted cause requiring
user acknowledgement (ACK).

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Description of control bar functions

Control bar functions Function User permission


required on OS
View events The event log enables the Safety Matrix to store event-related information, -
e.g., based on status changes of a cause and effect. A maximum of 100
events are logged in a circular log. This ensures that the latest events are
always displayed.
The "View events" function allows events of the Safety Matrix to be read
from the F-CPU and displayed in the log window, including in the Safety
Matrix Viewer. See description of the status details for cause and effect with
information on which user actions and diagnostic events are recorded.

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Control bar functions Function User permission


required on OS
View status The View status button is available if a cause or effect is selected. Click this -
button to open the "Cause status" or "Effect status" display window. This
display window contains information about the selected cause or effect.
See Chapter "Status displays (Page 135) ".
View tags Click the View tags button to display a dialog box in which the values of -
cause or effect tags can be viewed. To simulate a cause or effect tag, how-
ever, you must have the appropriate user permission.
Ack cause The Ack cause button is available if the selected cause is active and config- CauseAckLevel
ured without automatic acknowledgement. An acknowledgement prompt is
displayed and the cause remains active until the Ack cause button is clicked
and the trip conditions that activated the cause are no longer fulfilled.
Clear First Out A color change indicates which cause tripped the associated first out alarm CauseClrFOLevel
group first. This first cause is marked in cyan until the cause and the Clear
First Out button are clicked.
Bypass The Bypass button prevents a cause or effect from becoming active. If a CauseBypLevel /
cause or effect is bypassed, it will not become active. EffectBypLevel
Clear events The "Clear events" function clears the event log in the F-CPU. EventsClearLevel
Clear alarm The "Clear alarm" function becomes active if an effect has been selected EffectClrAlmLevel
that was overridden but has become active again due to one of the following
reasons:
• The configured maximum override time has expired
• The effect was tripped again by a new active cause
In such cases, the relevant effect is indicated by a color change. You can
undo the color change again with the "Clear" button.
Reset effect/ Override The label on this button is either Reset effect or Override effect, depending
effect on the status of the selected effect.
• Reset effect If an effect is tripped by an intersection type S (stored) or R (resettable and EffectResLevel
overridable), it remains active even if it is no longer tripped by the cause.
The effect can be reset if it is no longer tripped. To do so, click Reset effect.
This function is only available if a reset is possible for the selected effect
(indicated in green) and a reset/override tag is not configured.
• Override effect If an effect is tripped by an intersection type V (overridable) or R (resettable EffectOvrLevel
and overridable), the output tags of the effect can be set to the operating
values even though the effect is still pending. This is referred to as the over-
ride function. If this option is provided for the selected function, you can use
the button to enable the override function provided a reset/override tag is
not configured. Click the Override effect button to disable the effect.
Note
The duration of the override function should not exceed the maximum time
specified under options ("Maximum override time"). If the time is exceeded,
an alarm is triggered.
If another cause (that is interconnected with the effect) becomes active
during the override time, the override function stops immediately and an
alarm is likewise triggered.

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Control bar functions Function User permission


required on OS
Ack drivers This button allows you to perform the necessary reintegration of the F- DriversAckLevel
channel drivers during an F-startup after fault elimination.
Display colors You can use this button in the Safety Matrix Viewer to display the color -
assigned to the status or alarm profile in the Safety Matrix.

WARNING
Reintegration of the F-channel drivers
If the safety program specifies (re)start protection for an F-startup after an F-CPU STOP,
process data output is blocked until manually enabled. These outputs must not be enabled
until it is safe to do so.

Bypass report function on control bar


The Bypass report function on the control bar is only available in the Engineering Tool. The
Bypass report function creates a list of all causes and effects for which bypasses are set up
and all currently simulated tags. The results are displayed in the log window.

See also
Secure Write (Page 139)
Initiator and confirmer permissions (Page 138)

8.5.3.2 Example: Reset effect

Operation with two operators


The transaction on the PCS 7 OS requires two operators having different permissions. The
sections below describe the necessary transaction steps for the two operators.
In addition to the initiator and/or confirmer permission, operators must have the specified
permission level for each operator function to be performed. "EffectResLevel").

Initiator: Start operation


1. Log on to the OS as a user with initiator permission and the specified permission level for
"Reset effect".
2. Open the picture containing the desired Safety Matrix block icon.
3. Click the Safety Matrix block icon to open the faceplate.
4. Select the effect you want to reset.
The effect must be displayed in green (= resettable).

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5. Click the Reset effect button in the control bar.


Result: The Safety Matrix Viewer sends the command to the Safety Matrix and reads the
read-back values. Time-out monitoring for the transaction is started.
6. The confirmation dialog box for the transaction is displayed. Check whether the specified
change matches the desired operation.
– If so, select the "Operation was verified and can be activated!" check box, and then
click "Initiate".
– If not, you must click the "Cancel" button.
Result: The transaction for the initiator is now complete and can be continued by a confirmer.

Note
Depending on the operator function to be performed, you may be prompted to enter a
reason, which is recorded together with the event.

Confirmer: Confirm operation


1. Log on to the OS as a user with confirmer permission and the specified permission level
for "Reset effect".
You can be logged onto a second OS or onto the same OS as the initiator.
2. Open the picture containing the desired Safety Matrix block icon.
3. Click the Safety Matrix block icon to open the faceplate.
4. Click the "Confirm" button below the control bar.
5. The confirmation dialog box for the transaction is displayed. Check whether the specified
change matches the desired operation.
– If so, select the "Operation was verified and can be activated!" check box, and click
"Confirm".
– If not, you must click the "Cancel" button.

Result
If the transaction is finished within the specified time interval, the successful operation is
apparent in the Safety Matrix based on the status display (e.g., color change).
In addition, the operation by the confirmer is entered in the PCS 7 operation list and in the
event log of the Safety Matrix.

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8.5 Operating

8.5.3.3 Maintenance changes

Introduction
You can make the following maintenance changes in online mode of the Safety Matrix
Engineering Tool or from the PCS 7 OS via the Safety Matrix Viewer.

Online mode of the Safety Matrix Engineering Safety Matrix Viewer


Tool
Simulate value of a cause or effect tag Simulate value of a cause or effect tag
Change values for limit, hysteresis, and delta for -
analog input types
Change high and low range boundary of F- -
channel drivers for analog input tags*

* A Secure Write transaction is not used for this operation.

Simulate value of a cause or effect tag


You can simulate the value of a cause or effect tag in online mode of the Safety Matrix
Engineering Tool or from the PCS 7 OS via the Safety Matrix Viewer.

Note
In addition to the initiator and/or confirmer permission, operators on the PCS 7 OS must
have the specified permission level for each operator function to be performed.
"CauseTagSimLevel" or "EffectTagSimLevel").

Procedure
1. Double-click the desired cause/effect, "Value" column, or click the Display tags button in
the control bar for the selected cause/effect.
2. Select the check box labeled "Activate maintenance changes" in the "Values" tab of the
"Display tags" dialog box.
3. Click the (simulation) Start button for the relevant tag.
Result: A Secure Write transaction is started for starting the simulation. Either the current
pending process data or the configured simulation value is used as the simulation value,
depending on your configuration.
4. If you would like to change the value of the simulated tag, enter the desired value for the
relevant tag in the "Simulation value" field (maximum of 7 characters, including decimal
point and sign).
For analog values, also make sure to comply with the range boundaries indicated. If you
specify the simulation value outside the range boundaries, a confirmation prompt is
displayed to draw your attention to this. You can now confirm the setting or cancel the
dialog box and enter a new simulation value.

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8.5 Operating

Note
The "V_MOD" column displays the analog input value received from the F-I/O (available
in S7 F Systems Lib V1_3 and higher). If communication with the F-I/O is not possible or
if a user acknowledgement has not yet occurred following an error, "0.0" is displayed.

5. Click the Write button for the relevant tag.


Result: A Secure Write transaction is started for writing the values.
6. Click the (simulation) Stop button for the relevant tag to stop the simulation.

Note
You must take the following into consideration when simulating a tag:
• When the "Mutually exclusive tag simulation" option is selected, only one tag of a
cause or effect can be simulated in each case.
• For 'internal channel drivers', the simulation affects all users of the tag. This includes
other matrices and each user-configured logic that uses this F-channel driver.
• Tags provided with a prefix or suffix ("@", "#") are external for this matrix and are only
simulated internally in the Safety Matrix, i.e. the simulation pertains only to the
functions within the matrix. Outside the Safety Matrix, only the physical (i.e., not
simulated) value can be processed.
• For the Safety Matrix to interconnect external F-channel drivers (except customer-
specific channel drivers with prefix "~") as 'internal channel drivers", you must select
the "Use imported channel drivers (IEA support)" option for the transfer of the Safety
Matrix to the project. This is necessary for the "Simulate tag" function to also act on
this external F-channel driver.

Change values for limit, hysteresis and delta


You can also display and edit the values for limit, hysteresis, and delta for analog input types
in online mode of the Safety Matrix Engineering Tool.

Procedure
1. Double-click the desired cause, "Limit" column.
2. To update the displayed values, click the Read button on the "Values" tab of the "Display
analog parameters - Cause x" dialog box.
3. Select the "Activate maintenance changes" check box.
4. Enter the desired value for limit, hysteresis, and (in case of multiple analog input tags for
a cause) delta in the respective "New value" field (maximum of 7 characters including
decimal point and sign).
5. Click the Write button.
Result: A Secure Write transaction is started for writing the values.

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Changing high and low range boundaries


You can also display and edit the high and low range boundaries for analog input types
currently stored in the CFC chart in online mode of the Safety Matrix Engineering Tool.

Procedure
1. Double-click the desired cause, "Value" column, or click the Display tags button in the
control bar for the selected cause.
2. Click the Range... button for the relevant input tag on the "Ranges" tab of the "Display
tags" dialog box.
3. To update the displayed values, click the Read button in the "View tag range" dialog box.
4. Select the check box labeled "Activate maintenance changes" in the "View tag range"
dialog box.
5. Enter the desired value for the high or low range boundary in the respective "New value"
field (maximum of 7 characters including decimal space and sign).
6. Click the Write button for the high or low range boundary.
Result: The data will be written to the relevant F-channel drivers by means of a CFC
online change. For this purpose, you are prompted to deactivate safety mode.

Note
Note that safety mode will not be reactivated until you switch out of online mode of the
Safety Matrix.

See also
Secure Write (Page 139)

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8.6 Events and messages

8.6 Events and messages


The PCS 7 alarm logging allows alarms and operation messages triggered by the OS to be
logged.
The event log contains the last 100 messages of the Safety Matrix.

8.6.1 Messages in the event log of the Safety Matrix

Entries in the event log


The Safety Matrix administers an event log in which details about the individual events and
operations are logged. The event log can be output as text in the Safety Matrix Viewer or in
the Safety Matrix Engineering Tool.
The operator can display this buffer in the Safety Matrix Viewer and retrace the last events.
The event log is a circular buffer with a maximum of 100 entries, i.e., the oldest entries are
overwritten. The event log cannot be archived by the PCS 7 OS.

8.6.2 Operation messages of the Safety Matrix Viewer


If the Safety Matrix Viewer generates an operation message in the PCS 7 operation list, it
simultaneously enters an event in the event log.

Entries in the PCS 7 operation list


The Safety Matrix Viewer enters the operations in the PCS 7 operation list. All operation
entries contain the following information:
● Time of the operation
● Type of operation
● Reason entered by the operator for the operation, output in the "Operation" column
● Logged on operator
● Depending on the type of operation, additional information is given, which is logged in the
"Operation" column:

Safety Matrix control functions Additional entries in the "Operation" column


Cause bypass Cause number; cause description
Reset FO alarm Number of FO alarm group
Override effect Effect number; effect description
Reset effect Effect number; effect description
Start and stop cause tag simulation Cause number; cause description, tag number; tag name, started or
stopped
Simulate cause tag Cause number; cause description, tag number; tag name, previous value,
new value

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Safety Matrix control functions Additional entries in the "Operation" column


Effect bypass Effect number; effect description
Start and stop effect tag simulation Effect number, effect description, tag number; tag name, started or
stopped
Simulate effect tag Effect number, effect description, tag number; tag name, previous value,
new value
Reintegrate driver -
Acknowledge cause Cause number; cause description

See also
Messages in the event log of the Safety Matrix (Page 150)

8.6.3 PCS 7 alarm signals in the WinCC alarm logging

Signaling of all process-relevant events


All process-relevant events can be signaled via a WinCC alarm, so that it is possible to use
the alarm log to track which events occurred and in what order, even after a length of time
has passed.
These alarms appear in WinCC, same as any other alarm in the PCS 7 alarm logging. When
the "Loop in Alarm" button is actuated, the picture containing the block icon of the Safety
Matrix that goes with the alarm is opened. Click this icon to open the faceplates of the Safety
Matrix Viewer.

Requirements for generating block icons


To generate the block icons for the Safety Matrix, the message blocks must be configured
appropriately and the Safety Matrix must be transferred with the "Position alarm blocks"
option selected:
● On the "Alarms" tab of the "Properties" dialog box for the Safety Matrix
(see section ""Properties" dialog box of the Safety Matrix (Page 80)")
● On the "Alarms" tab of the "Cause details" dialog box
(see section ""Cause details" dialog box - "Alarms" tab (Page 96)")
● On the "Alarms" tab of the "Effect details" dialog box
(see section ""Effect details" dialog box - "Alarms" tab (Page 104)")
● On the "Options" tab of the "Transfer to project" dialog box
(see section "Transferring the Safety Matrix to the project (Page 116)")
During OS compilation of the Safety Matrix, the corresponding block icons are generated for
the configured F_MA_AL (Safety Matrix, 1-time), F_SC_AL (causes, x-times), and F_SE_AL
(effects, x-times) message blocks. These icons offer different views. Specifically:

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8.6 Events and messages

● View of the entire Safety Matrix


● View of an individual cause with associated intersections and effects
● View of an individual effect with associated intersections and causes

See also
section ""Properties" dialog box of the Safety Matrix (Page 80)"

8.6.4 Alarms

Alarms of Safety Matrix


In online mode, the Safety Matrix displays alarms below the control bar in red text, e.g.:
● Transaction running
● Matrix is not being edited
● Communication error

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9.1 Comparing Safety Matrices

Introduction
You can use the "Compare Matrix with" menu command to compare Safety Matrices on the
basis of information that is stored in .cem files and to display and print discrepancies:
● Comparison of the current Safety Matrix with another currently-opened Safety Matrix
● Comparison of the current Safety Matrix with the most recently saved version of the
Safety Matrix
● Comparison of the current Safety Matrix with the version of the Safety Matrix last
transferred to the project
● Comparison of the current Safety Matrix with the Safety Matrix downloaded to the F-CPU

Procedure
Select the Options > Compare Matrix with menu command and select the required
comparison type:
● Matrix
You must have opened both Safety Matrices to be compared in the Safety Matrix
Engineering Tool.
● Storage
The Safety Matrix is compared with its stored version. The comparison shows you the
changes that you have made to the Safety Matrix since it was last saved.
● Program
● CPU
The result of the comparison shows you whether the following are the same or different:
● Matrix signature
● Parameter values
● Causes, effects, and intersections

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9.2 Comparing CFC charts

9.2 Comparing CFC charts

Introduction
The "Compare programs" dialog box allows you to compare all the CFC charts in a chart
folder that were created by the Safety Matrix Engineering Tool during a transfer operation
and to display and print out any discrepancies. This comparison is useful during
commissioning and for the system acceptance test.
The result of the comparison shows you whether the following are the same or different:
● Collective signature
● Matrix signatures
● Parameter values
● Causes, effects, and intersections
● Tag names and tag properties
With the "Compare Programs" dialog box, you can also tell if a safety program was not
modified. For this purpose, compare the safety program with the original program version
that you have saved as a reference, for example.

Starting the comparison


Select the Tools > Compare programs menu command. The "Compare programs" dialog box
will appear.

"Save Reference" button


You can use this button to save the current program (i.e., all Safety Matrix charts in the S7
program) as a reference. This reference represents a subset of the reference program that is
created with the "Save reference" button in the "Safety program" dialog box of
S7 F Systems.
The reference for the "Safety program" dialog box in S7 F Systems is saved in a separate
file independently of S7 F Systems.

Program/reference
Select one of these options to specify whether you want to compare the current program or
the reference program.

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9.2 Comparing CFC charts

Compare with:
Use this drop-down list box to specify the second safety program to which you want to
compare the safety program you just selected.

Program Compare with ...


Reference The current program is compared with the last saved
reference.
Other project The current program is compared with another program.
Use the "Browse" button to select the offline program.
Reference Compare with ...
Current safety program The last saved reference is compared with the current
safety program ("Backward comparison").
Other project The last saved reference is compared with another pro-
gram. Use the "Browse" button to select the offline pro-
gram.

"Browse" button
Use this button and the "Open" dialog box to select the offline program of any project to be
compared, provided you have selected the "Other project" option under "Compare with".

"Start" button
Click this button to start the comparison.

Result
The result of the comparison shows whether a cause/effect is new or has been changed or
deleted.
● For elements from the source for which no element is found in the reference,
'Cause/Effect x new’ is output (x refers to the source).
● For elements from the reference for which no element is found in the reference,
'Cause/Effect x deleted’ is output (x refers to the source).
● For elements for which a difference is found 'Cause/Effect x changed' is output (x refers
to the source and is determined from the number of the predecessor element).
Finally, the intersections are compared on the basis of the assigned cause/effect pairs.
● If an intersection for a cause/effect pair is found in the reference, this is compared with
the corresponding intersection in the source. If a difference is detected, 'intersection of
cause x and effect y changed' is output (x and y refer to the source).
● If an intersection for this pair is not found, 'intersection of cause x and effect y new' is
output (x and y refer to the source).
● All deleted intersections whose cause and effect were not deleted are indicated.
The differences between the Safety Matrix charts are displayed in a hierarchical format
similar to that of Explorer.

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9.2 Comparing CFC charts

The following figure shows an example comparison. In this example, the following changes
were made in the Safety Matrix:
● The time behavior was changed in Cause 1
● Tag 2 has been reassigned in Cause 2
● The delay was changed in effect 2

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9.3 Configuration report

9.3 Configuration report

Overall representation of the complete configuration


The configuration report contains the complete configuration of the Safety Matrix.

Creating a configuration report


Select the Options > Reports > Configuration report menu command.
The configuration report is displayed in the log window.

Detailed information
The configuration report contains the following information:
● Path to the S7 program to which the Safety Matrix belongs in the component view
● Detailed information about all causes
● Detailed information about all effects
● Detailed information about all intersections
● List of user notes
● List of revisions
● List of safety instrumented function groups (SIF)
● List of significant properties of the Safety Matrix, including:
– Size (number of rows and columns) of the Safety Matrix
– Usage statistics for causes, effects, intersections (number of configured causes,
effects, intersections)
– Paths (to Safety Matrix file, SIMATIC project, S7 program)
– Major and minor revisions
– File revision
– Cycle time
– Task OB
– Matrix signature

Printout of the configuration report


Print out the configuration report after completing the Safety Matrix and store it carefully. It is
an integral component of the documentation for the acceptance test of the safety program
and the system.

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9.4 Validation report

9.4 Validation report

Validation test of the overall configuration


The validation report indicates the result of a validation test of the Safety Matrix configuration
in the form of errors and warnings.

Creating a validation report


Select the Options > Reports > Validation report menu command.
The validation report is displayed in the log window.

Errors and alarms


The validation report contains errors and alarms, such as:
● Missing intersection configurations
● Effects without reset tags
● Multiple effects with the same output tag

Printout of the validation report


You can save and print out the validation report using the File > Save as and Print menu
commands, respectively.

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Acceptance test for a Safety Matrix 10
Introduction
During the system acceptance test, all relevant application-specific standards must be
adhered to as well as the following procedures. This also applies to systems that are not
subject to acceptance testing. For the acceptance test, you must consider the systems in the
Certification Report.
As a general rule, the acceptance test of an F-System is performed by independent experts.

Acceptance test same as for S7 F/FH Systems


The acceptance test of a Safety Matrix is conducted basically the same as for S7 F/FH
Systems. For this reason, you must observe and comply with the section "System
Acceptance Test" of the "S7 F/FH Systems, Configuring and Programming" Programming
and Operating Manual (or the corresponding section in the relevant manual for older
versions of S7 F Systems). Additional information on this document is available in the
preface.
The procedures described there are also valid for the Safety Matrix as a subset of S7 F
Systems. The manual also contains additional details about each step of the acceptance
test.
The following detailed description includes only those actions that must be carried out
additionally for the Safety Matrix.

Initial acceptance test of a safety program


The following list shows the steps of the S7 F Systems acceptance test. Only the Safety
Matrix-specific additions are listed.
1. Preliminary test of the configuration of the F-CPU and F-I/O (optional)
2. Backup of the STEP 7 project
– Before backing up your STEP 7 project, you must transfer and compile all matrices
(see sections "Transferring a Safety Matrix (Page 115) " and "Compiling and
downloading (Page 125) ").
– Check the result of the transfer using the Tools > Compare Matrix with > Program
menu command. There must not be any differences displayed.
3. Inspection of the printout
– Print the configuration report for each matrix and inspect it (see section "Configuration
report (Page 157) "). Check the printout for the following:
- All information is complete and conforms to the desired configuration. For example,
check the configuration of times and for unintended interconnections.
- No intersection (cause/effect pair) exists more than once

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– The signatures and initial value signatures of the Safety Matrix F-blocks must match
those in Annex 3 of the Certificate Report. When the Failsafe Blocks (V1_2) F-library
is used, check the signature and initial value signature of the F_TEST F-block
according to Annex 3 and not according to Annex 1.
4. Downloading the S7 program to the F-CPU
5. Implementation of a complete function test

Acceptance test of safety program changes


The following list shows the steps of the S7 F Systems acceptance test. Only the Safety
Matrix-specific additions are listed.
1. Back up your safety program.
– Before backing up your safety program, you must transfer and compile all matrices
(see sections "Transferring a Safety Matrix (Page 115) " and "Compiling and
downloading (Page 125) ")
– Check the result of the transfer using the Tools > Compare Matrix with > Program
menu command. There must not be any differences displayed.
2. Compare your new safety program with your accepted safety program.
– Identify the matrices that have been changed using the "Compare programs" dialog
box ("Safety program" dialog box in S7 F Systems).
The result of the comparison is a list of changed F-runtime groups including their F-
blocks. All F-blocks of Safety Matrices are contained in a common F-runtime group in
the default setting for each OB. Modified F-blocks contain the name of the modified
Safety Matrix.
– Identify the changes in the tag pre-processing: The pre-processing of a tag is
performed in the chart "Matrix name\PP_Chart\PP_<TAG Name>".
– Compare the modified Safety Matrices one after the other as follows:
- Comparison in the "Compare programs" dialog box of the Safety Matrix (see section
"Comparing CFC charts (Page 154) ")
- Comparison using the Compare matrix with > Safety Matrix menu command (see
section "Comparing Safety Matrices (Page 153) ")
3. Inspect the changes in the printout.
– Print the configuration report for each matrix and inspect it (see section "Configuration
report (Page 157) "). Check that all information is complete and conforms to the
desired configuration. For example, check the configuration of times and for
unintended interconnections.
4. Download your modified safety program to the F-CPU.
5. Perform a function test of your changes.
– If both comparisons performed in Item 2 yield matching results and list those changes
that you have made in the Safety Matrix, you only have to test these changes.
– If the two comparisons list additional changes or if the changes identified by the two
comparisons differ, you must test the entire Safety Matrix.

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Example parameter assignments 11
The following chapter contains timing diagrams that describe by way of example the
behavior of causes and effects for different configurations.
Note that a discrete tag with Deenergize-to-trip (DTT) was chosen for each of the following
examples.

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11.1 Example parameter assignments for causes

11.1 Example parameter assignments for causes

11.1.1 Time behavior

Time behavior of a cause


Only one time behavior setting at a time can be specified for each cause.

ON delay

● Gray zone: Time is running


● (1): ON delay
● Delayed activation of the cause
● The input tag must be present beyond the ON delay in order for the cause to become
active.

OFF delay

● Gray zone: Time is running


● (1): OFF delay
● (2): OFF delay canceled by a change in the input tag.
● The cause remains active over the configured OFF delay time after the input tag has
become TRUE. Any configured acknowledgement of the cause does not affect this
behavior.
● The timer of the OFF delay is canceled if the input tag has become FALSE again.

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Timed cause

● Gray zone: Time is running


● (1): Time for timed cause
● If the input tag becomes FALSE, the timer of the timed cause is started. When the timer
expires, the cause becomes inactive again, irrespective of which status the input tag
assumes in the meantime. Any configured acknowledgement of the cause does not affect
this behavior.

11.1.2 Inhibit

Behavior when a cause is inhibited


The inhibit tag is used to suppress the cause during startup in a batch process. The cause
becomes suppressed, i.e., inactive, if the inhibit tag is TRUE.

● Gray zone: Cause inhibit is active


● ON delay, OFF delay, and timed cause do not affect the function of the inhibit tag. They
act independently of each other.
● If "Auto acknowledge active cause" is not set, a manual acknowledgement is necessary
to deactivate a cause. The inhibit tag merely suppresses an activated cause without
acknowledging it.

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11.1 Example parameter assignments for causes

11.1.3 Bypass

Behavior during bypass


Bypass and inhibit have the same basic functionality. They differ only in their use. Bypass is
used for maintenance purposes. The cause becomes active if the value of the bypass tag =
TRUE.

● Gray zone: Bypass for cause active


● ON delay, OFF delay, and timed cause do not affect the function of the bypass tag. They
act independently of each other.
● If "Auto acknowledge active cause" is not set, a manual acknowledgement is necessary
to deactivate a cause. The bypass tag merely suppresses an activated cause without
acknowledging it.
● In addition to the bypass TAG, permission for soft bypass can also be configured. The
user can then control the bypass via an operator input.

11.1.4 Auto acknowledge active cause

Behavior with Auto acknowledge active cause


If "Auto acknowledge active cause" is configured, the cause will become inactive
automatically as soon as the tripping conditions are no longer satisfied. If "Auto acknowledge
active cause" is not configured, the operator must manually acknowledge an active cause.
The cause remains active until it has been acknowledged.
If an OFF delay or timed cause is configured, the configured Auto acknowledge active cause
has no effect.

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11.1.5 Trip on bad quality

Behavior in case of bad quality


If "Trip on bad quality" is activated, the quality errors signaled by the F-channel driver cause
the input tag to satisfy the trip condition and the cause to become active, depending on the
function type.

11.1.6 Alarm on any input trip

Alarm behavior with multiple input TAGs


If a cause is configured with more than one input tag, you can choose whether an alarm is
indicated as soon as one of the inputs satisfies the tripping criteria. By default, the alarm is
enabled for discrete and analog inputs.

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11.2 Example parameter assignments for effects

11.2 Example parameter assignments for effects

11.2.1 Reset/override

Behavior on reset/override of an effect as a function of the intersection configuration


Reset/override is carried out by means of an operator input via the button in online mode of
the Safety Matrix Engineering Tool or in the Safety Matrix Viewer, or by setting and resetting
the reset/override tag.
Reset/override tag and maximum override time do not affect the effect.

Reset/override of an effect for intersection "N - Not stored"


Reset/override is not relevant for effects with intersection "N - Not stored".

Reset/override of an effect for intersection "S - Stored"

● Reset acts on the effect only if the cause has become inactive.
● Once the cause has become inactive, a reset is necessary in order to also deactivate the
effect.
● A rising edge is required for the reset.

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11.2 Example parameter assignments for effects

Reset/override of an effect for intersection "V - Overridable"

● Gray zone: Override timer runs


● (1): Time < Maximum override time
● (2): Time >= Maximum override time
● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer.
● A rising edge of the override tag both starts and stops the override timer.
● The timer is automatically stopped as soon as the maximum override time has been
reached.
● If the cause becomes inactive, the override timer is also stopped.

Reset/override of an effect for intersection "R - Resettable and overridable"

● Gray zone: Override timer runs


● (1): Time < Maximum override time
● (2): Time >= Maximum override time
● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer.
● This intersection forms the combination of intersection S and V with the special feature
that a reset is not necessary if the override timer is still running when the cause becomes
inactive (4).

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11.2 Example parameter assignments for effects

11.2.2 Reset/override with output delay

Behavior on reset/override with output delay as a function of the intersection configuration


The output delay delays the change in the output tags once the effect becomes active.

Reset/override of an effect with output delay for intersection "N - Not stored"
Reset/override tag and maximum override time do not affect the effect if intersection "N - Not
stored" is assigned.

● (1): Time >= configured duration of output delay


● Gray zone: Output delay timer runs
● (2): If the cause becomes inactive, the output delay timer is also stopped.

Reset/override of an effect with output delay for intersection "S - Stored"

● (1): Time >= configured duration of output delay


● Gray zone: Output delay timer runs
● Once the cause has become inactive, a reset is necessary in order to also deactivate the
effect.
● A rising edge is required for the reset.
● Reset has no effect as long as the cause is active or the output delay timer is running.
● (2): If the cause becomes inactive, the output delay timer is not stopped. The reset can
take place only after the output delay timer has expired (3).

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11.2 Example parameter assignments for effects

Reset/override of an effect with output delay for intersection "V - Overridable"

● (4), (5), (6): Output delay timer runs


● (1), (2): Override timer runs
● (1): Time < Maximum override time
● (2): Time >= Maximum override time
● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer
● (4): As soon as the effect becomes active, the output delay timer starts. After it expires,
the output tag is then also changed.
● (5): The output delay timer is also started if the override is stopped or (6) the maximum
override time is exceeded.
● If the cause becomes inactive, the effect also becomes inactive, irrespective of whether
the output delay time or the override timer is running at the time.
● The override tag has no effect as long as the output delay timer is running or the cause is
inactive.

Reset/override of an effect with output delay for intersection "R - Resettable and overridable"

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Configuration Manual, 06/2015, A5E33216084-AB 169
Example parameter assignments
11.2 Example parameter assignments for effects

● (4), (5), (6): Output delay timer runs


● (1), (2): Override timer runs
● (1): Time < Maximum override time
● (2): Time >= Maximum override time
● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer
● This intersection forms the combination of intersection S and V with output delay with the
special feature that a reset is not necessary if the override timer is still running (7) when
the cause becomes inactive.

11.2.3 Bypass

Behavior during bypass as a function of the intersection configuration


In addition to the reset/override tag, the bypass tag will now be examined.

Bypass of an effect for intersection "N - Not stored"

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Example parameter assignments
11.2 Example parameter assignments for effects

● Gray zone: Bypass active


● As soon as the bypass becomes active, the effect becomes inactive. With intersection N,
this has a direct effect on the output tag.
● If the cause becomes inactive, the bypass tag no longer acts on the effect or output tag.

Bypass of an effect for intersection "S - Stored"

● Gray zone: Bypass active


● Reset has no effect if the cause is active.
● The reset can take place only when the cause has become inactive.
● If the cause is inactive, the bypass acts on the effect and, thus, on the output tag as long
as the effect has not yet been reset by a positive edge of the reset/override tag.

Bypass of an effect for intersection "V - Overridable"

● (1), (2): Override timer runs


● (4): Bypass active

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Example parameter assignments
11.2 Example parameter assignments for effects

● (1): Time < Maximum override time


● (2): Time >= Maximum override time
● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer.
● A rising edge of the reset/override tag both starts and stops the override timer.
● The timer is automatically stopped as soon as the maximum override time has been
reached (3).
● If the cause becomes inactive, the override timer is also stopped.
● Activation of the bypass does not stop the override timer.
● A started override timer can always be stopped again by a positive edge of the
reset/override tag, independent of the bypass status.
● The override timer cannot be activated if bypass is active.

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Example parameter assignments
11.2 Example parameter assignments for effects

Bypass of an effect for intersection "R - Resettable and overridable"

● (1), (2): Override timer runs


● (4): Bypass active
● (1): Time < Maximum override time
● (2): Time >= Maximum override time
● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer.
● A rising edge of the reset/override tag both starts and stops the override timer.
● The timer is automatically stopped as soon as the maximum override time has been
reached (3).
● If the cause becomes inactive, the override timer is also stopped.
● If the cause becomes inactive while the override timer is running, a reset is not necessary
to inactivate the effect.
● Activation of the bypass does not stop the override timer.

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Example parameter assignments
11.2 Example parameter assignments for effects

● A started override timer can always be stopped again by a positive edge of the
reset/override tag, independent of the bypass status.
● The override timer cannot be activated if bypass is active.
● If the cause has become inactive, the effect can be reset by a positive edge of the
reset/override tag.
● If the cause is inactive, the bypass acts on the effect and, thus, on the output tag as long
as the effect has not yet been reset by a positive edge of the reset/override tag.

11.2.4 Bypass with output delay

Behavior during bypass with output delay as a function of the intersection configuration
The bypass tag with output delay will be examined below.

Bypass of an effect with output delay for intersection "N - Not stored"

● (1), (2): Output delay timer runs


● (3): Bypass active
● If the cause becomes inactive, the output delay timer is also stopped.
● (2): Bypass interrupts the output delay timer. Thus, the output delay can be delayed by an
additional time.

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Example parameter assignments
11.2 Example parameter assignments for effects

Bypass of an effect with output delay for intersection "S - Stored"

● (1), (2): Output delay timer runs


● (3): Bypass active
● The effect becomes active as a result of an active cause. The output delay timer starts.
After it expires, the output tag is also set (to FALSE if DTT; to TRUE if ETT).
● (2): Bypass interrupts the output delay timer. Thus, the output delay can be delayed by an
additional time.
● The output delay timer is only restarted if the cause has become active.
● Once the cause has become inactive, the effect must be reset; otherwise, it remains
active and the bypass can be in effect.

Bypass of an effect with output delay for intersection "V - Overridable"

● (1), (2): Override timer runs


● (4), (5): Output delay timer runs
● (6): Bypass active
● (1): Time < Maximum override time

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Example parameter assignments
11.2 Example parameter assignments for effects

● (2): Time >= Maximum override time


● (3): Alarm: Time-out when the effect is overridden; the alarm is cleared either via an
operator input or through a restart of the override timer.
● The effect becomes active as a result of an active cause. The output delay timer starts.
After it expires, the output tag is also set (to FALSE if DTT; to TRUE if ETT).
● (4): The output delay timer can be interrupted by the bypass.
● (4), (5): The output delay timer is only started if the cause has become active or the
override timer has been stopped while no bypass was active.
● If the cause becomes inactive, the effect will also become inactive immediately. All timers
are reset.
● A rising edge of the reset/override tag both starts and stops the override timer.
● (3): The override timer is stopped as soon as the maximum override time has been
reached.
● (1): Activation of the bypass does not stop the override timer.
● If the override timer is started and bypass is then activated, the override timer can be
stopped again by a positive edge of the reset/override tag.
● The override timer cannot be activated if bypass is active.

Bypass of an effect with output delay for intersection "R - Resettable and overridable"
Because intersection R is a combination of intersections S and V, the properties of these
intersections are also represented here.

● (1): Override timer runs


● (2): Output delay timer runs
● (3): Bypass active
● The effect becomes active as a result of an active cause. The output delay timer starts.
After it expires, the output tag is also set (to FALSE if DTT; to TRUE if ETT).
● (2): The output delay timer can be interrupted by the bypass.

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Example parameter assignments
11.2 Example parameter assignments for effects

● The output delay timer is only started if the cause has become active or the override timer
has been stopped while no bypass was active.
● A rising edge of the reset/override tag both starts and stops the override timer.
● The override timer is automatically stopped as soon as the maximum override time has
been reached.
● Activation of the bypass does not affect the override timer.
● If the override timer is started and bypass is then activated, the override timer can be
stopped again by a positive edge of the reset/override tag.
● The override timer cannot be activated if bypass is active.
● Once the cause has become inactive, the effect must be reset; otherwise, it remains
active and the bypass can be in effect.
● If the cause becomes inactive while the override timer is running, the effect will not be
stored, i.e., it will be become inactive immediately without the need for a reset.
● If the cause becomes inactive while the output delay timer is running, the effect will be
stored and will become inactive only when a reset has taken place.

11.2.5 Process data pass through and mask enable

Behavior with "Process data pass through" and mask enable


The effects of the various combinations of the two options on the output tags of the effect are
explained in detail below using diagrams.

Table 11- 1 Dependencies between "Process data pass through" and mask enable

Process data pass Mask enable tag Result


through
Not activated Not configured No effect
Not activated Configured See below: Configuration of "Mask"
Activated Not configured See below: Configuration of "Process data pass through"
Activated Configured See below: Configuration of "Process data pass through" and
"Mask" at the same time

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Example parameter assignments
11.2 Example parameter assignments for effects

Configuration of "Mask"
Process data tag and mask enable tag are configured, "Process data pass through" is not
activated. Thus, the output tag acts according to the following logic:

● The value of the mask enable tag specifies whether the effect logic or an externally
controlled process tag (see process data tag) is interconnected with the output tags of the
effect.
● (1): If the mask enable tag is TRUE, the value of the process data tag passes over to the
output tags.
● (2): If the mask enable tag is FALSE, the effect logic is transferred to the output tags.

Configuration of "Process data pass through"


"Process data pass through" and process data tag configured, mask enable tag not
configured:

● The process data pass through is controlled by the status of the effect.
● The value of the process data tag passes over to the output tags if the effect is not active.
● (1): If the effect is active, the output tags are controlled by the status of the effect.

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Example parameter assignments
11.2 Example parameter assignments for effects

Configuration of "Process data pass through" and "Mask" at the same time
Process data tag and mask enable tag are configured, "Process data pass through" is
activated. Thus, the output tag acts according to the following logic:

● (1): If the effect is not active, the value of the process data tag is always switched to the
output tags, irrespective of the value of the mask enable tag.
● (2): If the effect is active, the value of the process data tag is only switched to the output
tags, if the mask enable tag is TRUE.

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Example parameter assignments
11.2 Example parameter assignments for effects

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180 Configuration Manual, 06/2015, A5E33216084-AB
Requirements for virtual environments and remote
access A
A.1 Summary
SIMATIC S7 F/FH Systems with S7 F Systems V6.0 and higher and Safety Matrix V6.1 SP1
and higher enable use in virtual environments for ES and OS under the following conditions.
All restrictions and notes in the corresponding releases of S7 F Systems and Safety Matrix,
as well as of STEP 7 and PCS 7 continue to be valid for virtual environments and remote
access.

Virtual environments
In information technology, a virtual machine refers to the emulation of a real computer
system (hardware) on an abstraction layer which can execute multiple virtual machines at
the same time. The abstraction layer is known as a hypervisor. Well-known manufacturers
are Microsoft (Microsoft Hyper-V), VMware (VMware vSphere Hypervisor (ESXi)) and Citrix
(XenServer).
A virtual environment enables, for example, very convenient test environments, simplifies the
transfer of systems and saves space.

Remote Access and Control


In information technology, "remote access" designates the takeover of a graphical user
interface and can be employed for different types of access. In this document, "remote
access" refers to the unique access to the graphical user interface and the transfer of
keyboard actions and mouse movements of an Engineering Station or Operator Station.
Well-known software products include Microsoft Remote Desktop Protocol (RDP) and the
RealVNC Open Source Software VNC (RFC 6143).

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Configuration Manual, 06/2015, A5E33216084-AB 181
Requirements for virtual environments and remote access
A.1 Summary

Recommended software requirements


SIMATIC STEP 7 and PCS 7 are released for virtual environments and remote access and
can be integrated in your plant under the environment descriptions linked here.

Products Product news Optional packages


PCS 7 V8.0 SP2: https://support.industry.siemens.com/cs/ww/en/vie • S7 F Systems V6.1 SP2
w/102378876
• VMware vSphere V5.0 • SIMATIC Safety Matrix
• VMware vSphere V5.1 V6.2 SP1

PCS 7 V8.1: https://support.industry.siemens.com/cs/ww/en/vie • S7 F Systems V6.1 SP2


w/93997453
• VMware vSphere V5.5 • SIMATIC Safety Matrix
V6.2 SP1
Service Pack 4 for STEP 7 V5.5 and https://support.industry.siemens.com/cs/ww/en/vie • S7 F Systems V6.1 SP2
STEP 7 Professional Edition 2010*1): w/9384200
• SIMATIC Safety Matrix
• VMware vSphere Hypervisor V6.2 SP1
ESX(i) 5.5
• VMware Workstation 10.0
• VMware Player 5.02
• Microsoft Windows Server 2012
Hyper-V

*1) Only configuration, programming and operation in STEP 7 Engineering.

Note
Siemens provides preconfigured virtualization solutions with its "SIMATIC Virtualization as a
Service".
For more information, see the following entry:
https://support.industry.siemens.com/sc/ww/en/sc/3095

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182 Configuration Manual, 06/2015, A5E33216084-AB
Requirements for virtual environments and remote access
A.2 Configuration and operation

A.2 Configuration and operation

A.2.1 Virtual environments

WARNING
Use of virtual environments in ES/OS
Note that a HYPERVISOR or the client software of a HYPERVISOR is not permitted to
perform functions that reproduce recorded frame sequences with correct time behavior on a
network with connected plants.
Ensure that this is the case when using the following functions, for example:
• Reset of captured states (snapshots) of the virtual machine (VM)
• Suspending and resuming the VM (suspend & resume)
• Replay of recorded sequences in the VMs (replay)
• Moving of VMs between hosts in productive operation (e.g. Fault Tolerance (FT))
• Digital twins of VMs in the virtual environment
If in doubt, disable these functions in the settings (HYPERVISOR administrator console).

Note
How do you use VMware vSphere Client to assign operator permissions for a virtual
machine?
https://support.industry.siemens.com/cs/ww/en/view/90142228

Note
How do you use a controller to load from a VM (VMware Player/Workstation) via a
PROFIBUS/MPI CP connected via PCI or PCIe?
https://support.industry.siemens.com/cs/ww/en/view/100450795

Note
Configure Hyper-V for Role-based Access Control
https://technet.microsoft.com/en-us/library/dd283076(v=ws.10).aspx

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Configuration Manual, 06/2015, A5E33216084-AB 183
Requirements for virtual environments and remote access
A.2 Configuration and operation

A.2.2 Remote Access and Control

WARNING
Remote access from higher-level control room and Engineering Center
Make sure that the plants are clearly distinguished from other accessible plants connected
on the network before you start making changes or start operation.
Examples:
• Specify optical distinguishing marks (plant designation) at your operator stations.
• The pair of numbers for SAFE_ID1 and SAFE_ID2 with SDW must be unique for all the
plants accessible in the network.
• Specify unique descriptions for title and project in the properties of the Safety Matrix for
all the plants connected on the network and check this before starting operation.
• Specify Active Directory access limitations in the corporate directory service and use
SIMATIC Logon for accessing projects and for logging on to operator stations.

WARNING
The "S7 F Systems HMI" and "Safety Matrix Viewer" functionality makes changes in the
safety program during RUN mode.
As a result, the following additional safety measures are required:
• Make sure that operations that could compromise plant safety cannot be carried out.
You can use the EN_SWC and EN_CHG input for this purpose, for example, by
controlling it with a key-operated switch or on a process-specific basis via the safety
program.
• Make sure that only authorized persons can carry out operations.
Examples:
– Control the EN_SWC or EN_CHG input with a key-operated switch.
– Control the EN_SWC or EN_CHG input with separate key-operated switches.
– Set up access protection at operator stations where process operation can be
performed.

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Requirements for virtual environments and remote access
A.2 Configuration and operation

Carefully choose the persons who may have remote access to the plant and authorize them
accordingly:
● Locally on the target computer "Remote Desktop User" (Workgroups)
OR
● In the Active Directory, and inherit permissions to the target computer "Remote Desktop
User" (Domain).
As required, make a distinction in the WinCC authorizations between:
● Process control
● Higher process control
● Safety application control (SIF)
Fig. A-1: Diagram of Engineering Station and Operator Station in projects with safety
applications

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Configuration Manual, 06/2015, A5E33216084-AB 185
Requirements for virtual environments and remote access
A.2 Configuration and operation

ES station
Table 1: Explanation of Figure A-1

Physical location Installed software


At the same location as the AS station and con- SIMATIC PCS 7 (package: PCS 7 Engineering)
nected to the plant/terminal bus. or STEP 7

OS station
Table 2: Explanation of Figure A-1

Physical location Installed software


At the same location as the AS station and con- SIMATIC PCS 7
nected to the plant/terminal bus. (package: OS Client or OS Single Station)

Thin Client
Table 3: Explanation of Figure A-1

Physical location Installed software


Not at the same location as the AS station and No SIMATIC software installed.
not connected to the plant bus.

Note
SIMATIC Process Control System PCS 7 - PC Configuration (V8.1) - Section 4.8.2
https://support.industry.siemens.com/cs/ww/en/view/109476180

Note
Whitepaper; Security concept PCS 7 and WinCC - Basic document
https://support.industry.siemens.com/cs/ww/en/view/26462131

Note
How do you access WinCC and PCS 7 plants with "RealVNC"?
https://support.industry.siemens.com/cs/ww/en/view/55422236

Note
What should you watch out for with a remote access to a SIMATIC S7 with STEP 7 via the
Internet?
https://support.industry.siemens.com/cs/ww/en/view/38571711

Note
IP-based Remote Networks
https://support.industry.siemens.com/cs/ww/en/view/26662448

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186 Configuration Manual, 06/2015, A5E33216084-AB
Requirements for virtual environments and remote access
A.3 Examples of valid configurations in PCS 7

A.3 Examples of valid configurations in PCS 7

A.3.1 Example 1
The following figure shows a virtual environment for engineering and plant operation of
safety applications including remote control.
Fig. A-2:

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Configuration Manual, 06/2015, A5E33216084-AB 187
Requirements for virtual environments and remote access
A.3 Examples of valid configurations in PCS 7

A.3.2 Example 2
The following figure shows a configuration for remote access for configuration and
maintenance operations as well as plant operation from higher-level control room in real and
virtual environments.
Fig. A-3a:

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188 Configuration Manual, 06/2015, A5E33216084-AB
Requirements for virtual environments and remote access
A.3 Examples of valid configurations in PCS 7

Fig. A-3b:

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Requirements for virtual environments and remote access
A.4 Abbreviations and explanations of terms

A.4 Abbreviations and explanations of terms

Abbreviation Explanation of term


AD Active Directory
BPCS Basic Process Control System
CN Corporate Network (company network/intranet)
ES Engineering Station
LCR Local Control Room
LER Local Engineering Room
MOS Maintenance Override Switch
OS Operator Station
PCS Process Control System
QUITES Acknowledgment via ES/OS
ROC Remote Operation Center (higher-level control than LCR)
SDW Safety Data Write
SIF Safety Instrumented Function
SIS Safety Instrumented System
VM Virtual Machine (guest operating system)
WAN Wide Area Network

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Requirements for virtual environments and remote access
A.5 References

A.5 References

Subject area Link


\1\ SIMATIC Industrial Software Safety https://support.industry.siemens.com/cs/ww/en/view/
Engineering in SIMATIC S7 12490443
\2\ SIMATIC Industrial Software S7 F/FH https://support.industry.siemens.com/cs/ww/en/view/
Systems - Configuring and Program- 101509838
ming
\3\ SIMATIC Industral Software Safety https://support.industry.siemens.com/cs/ww/en/view/
Matrix 100675874

\4\ SIMATIC PCS 7 technical documenta- http://w3.siemens.com/mcms/industrial-automation-


tion systems-simatic/en/manual-overview/tech-doc-
pcs7/Pages/Default.aspx
\5\ SIMATIC PCS 7 OS Software Client https://support.industry.siemens.com/cs/ww/en/view/
V7.1 + SP2 and higher released for 51401737
use in virtual operating environments
\6\ SIMATIC Virtualization as a Service https://support.industry.siemens.com/cs/ww/en/view/
107586660

\7\ What are the options for upgrading the https://support.industry.siemens.com/cs/ww/en/view/


software of a virtualization system? 103496884
\8\ VMware vSphere Documentation V5.5 https://www.vmware.com/support/pubs/vsphere-esxi-
vcenter-server-pubs.html
\9\ Microsoft Hyper-V https://technet.microsoft.com/en-
us/windowsserver/dd448604.aspx
\10\ XenServer Documentation Index http://docs.vmd.citrix.com/XenServer/6.5.0/1.0/en_gb
/

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Requirements for virtual environments and remote access
A.5 References

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192 Configuration Manual, 06/2015, A5E33216084-AB
Glossary

2-operator scenario
During configuration of the Safety Matrix in the PCS 7 OS, you can select a 2-operator
scenario (4-eyes principle). Two operator roles are defined for this purpose: initiator and
confirmer.
● Initiator: the operator may start an operation.
● Confirmer: the operator may confirm an operation.
In addition to the initiator and/or confirmer permission, users must have the specified
permission level for each operator function to be performed.

Access protection
-> Fail-safe systems must be protected against dangerous, unauthorized access. Access
protection for F-Systems is implemented by assigning two passwords (for the -> F-CPU and
for the -> safety program).

Active
A cause or effect can be active, which means that it has been tripped.
Whether or not a cause is active and when it becomes active is determined by the input tags,
the function type, and the options for the cause.
The activation of an effect depends on the relationship (defined by intersections) to the
causes and the options for the effect. If an effect is active, the output tags are set to "0" or
"1", depending on the "Energize-to-trip" option.

Category
Category as defined by EN 954-01
S7 F Systems can be used in -> safety mode up to Category 4.

Cause
A cause represents a process event.
The cause represents the trigger for activating an effect. Certain conditions must be fulfilled
in order for the cause to become active and thus to trigger an effect defined by an
intersection.
Analog or discrete values can be selected as the input type. The values of at least one but
no more than three input tags together with the function type represent a cause.

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Configuration Manual, 06/2015, A5E33216084-AB 193
Glossary

Channel fault
Channel-specific fault, such as a wire break or a short-circuit

Collective signatures
Collective signatures uniquely identify a particular state of the -> safety program. They are
important for the preliminary acceptance test of the safety program, e.g., by experts.

CRC
Cyclic Redundancy Check -> CRC signature

CRC signature
The validity of the process data in the -> safety message frame, the accuracy of the
assigned address references, and the safety-related parameters are ensured by means of a
CRC signature contained in the -> safety message frame.

Deactivated safety mode


Deactivated safety mode is the temporary deactivation of -> safety mode for test purposes,
commissioning, etc.
Whenever safety mode is deactivated, the safety of the system must be ensured by other
organizational measures, such as operation monitoring and manual safety shutdown.

Deenergize-to-trip (DTT)
Trip if FALSE: The cause is active if input tag = "0" (low-active). The output tag is "0" if the
effect is active. This negative logic is the default setting for the inputs and outputs of the
Safety Matrix.

Depassivation
-> Reintegration

Effect
An effect represents the reaction that the Safety Matrix exerts on the process.
Certain conditions must be fulfilled in order for the effect to become active and thus to trigger
an action in the process by means of its output tags.
The values of at least one but no more than four discrete output tags define the action to be
performed on the process. The activation of an effect depends on various factors (status of
the assigned causes, type of intersection, specified options for the effect).

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194 Configuration Manual, 06/2015, A5E33216084-AB
Glossary

Energize-to-trip (ETT)
Trip if TRUE: The cause is active if input tag = "1" (high-active). The output tag is "1" if the
effect is active.

ES
Engineering system (ES): Configuration system that enables convenient, visual adaptation of
the process control system to the task at hand.

Fail-safe systems
Fail-safe systems (F-Systems) are systems that remain in a -> safe state or immediately
switch to another safe state when particular failures occur.

Fault reaction function


-> User safety function

F-block type
F-block types are ready-made program sections that can be used in a CFC chart (e.g., fail-
safe addition block F_ADD_R, fail-safe multiplexer F_MUX2_R, etc.). Block instances are
generated on insertion. Any number of block instances can be created by one F-block type.
The F-block type specifies the characteristics (algorithm) for all applications of this type. The
name of the F-block type is specified in the symbol table.

F-blocks
The following fail-safe blocks are designated as F-Blocks:
● Blocks selected by the user from an F-Library.
● Blocks that are automatically added in the -> safety program.

F-CPU
An F-CPU is a central processing unit with fail-safe capability that is permitted for use in
S7 F Systems. For S7 F Systems, the F-Runtime license allows the user to operate the
central processing unit as an F-CPU. That is, a -> safety program can be run on it. A ->
standard user program can also be run in the F-CPU.

F-Cycle time
Cyclic interrupt time for OBs with -> F-runtime groups

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Glossary

F-Data type
The standard user program and -> safety program use different data formats. Safety-related
F-Data types are used in the safety program.

F-I/O
Group designation for fail-safe inputs and outputs available in SIMATIC S7 for integration in
S7 F Systems, among others. The following are available for S7 F Systems:
● ET 200eco fail-safe I/O modules
● S7-300 fail-safe signal modules (-> F-SMs)
● ET 200pro fail-safe modules
● Fail-safe modules for ET 200S
● Fail-safe DP standard slaves
● Fail-safe PA field devices

F-runtime group
When the -> safety program is created, the -> F-blocks cannot be inserted directly into
tasks/OBs; rather, they must be inserted into F-runtime groups. The -> safety program
consists of multiple F-Runtime groups.

F-shutdown groups
F-shutdown groups contain one or more -> F-runtime groups. F-runtime group
communication blocks between the -> F-blocks in various F-runtime groups, all of which are
assigned to one F-Shutdown group, are not required. If an error is detected in an F-
Shutdown group, this F-Shutdown group is shut down. Additional F-Shutdown groups are
shut down according to the configuration of F_SHUTDN.

F-SMs
S7-300 fail-safe signal modules that can be used for safety-related operation (in -> safety
mode) as centralized modules in an S7-300 or as distributed modules in the ET 200M
distributed I/O system. F-SMs are equipped with integrated -> safety functions.

F-Startup
An F-Startup is a restart following an F-STOP or an F-CPU STOP. S7 F Systems do not
distinguish between a cold restart and warm restart of the F-CPU.

F-Systems
Fail-safe systems

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Glossary

Inactive
A cause or effect can be inactive, which means that the conditions for activation are not
fulfilled.
Whether or not the cause is inactive is determined by the input tags, the function type, and
the options for the cause.
The deactivation of an effect depends on the relationship (defined by intersections) to the
causes and the options for the effect. If an effect is inactive, the output tags are set to "0" or
"1", depending on the "Energize-to-trip" option.

Initiator/confirmer
If the operation of a Safety Matrix is to be transacted by two operators, create two users:
● The initiator starts the Safety Matrix operation via Secure Write. This user must have the
permission assigned to the "InitiatorLevel" attribute in the properties for the block icon.
However, the initiator does not have permission to confirm the operation.
● The confirmer verifies and confirms the operation. This user must have the permission
assigned to the "ConfirmerLevel" attribute in the properties for the block icon. However,
the confirmer does not have permission to initiate the operation.

Intersection
Intersections represent the cause-and-effect connection.

OS
Operator station (OS): A configurable operator station used to operate and monitor machines
and systems.

Partial shutdown
Only the F-shutdown group in which the error was detected is shut down.

Passivation
Passivation of digital output channels means that the outputs are de-energized.
Digital input channels are passivated when the inputs transmit a value of "0" to the F-CPU
(by means of the fail-safe drivers), irrespective of the current process signal.
Analog input channels are passivated when the inputs transmit a fail-safe value or the last
valid value to the F-CPU (by means of the fail-safe drivers), irrespective of the current
process signal.

Process safety time


The process safety time of a process is the time interval during which the process can be left
on its own without risk to life and limb of the operating personnel or damage to the
environment.

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Glossary

Within the process safety time, any type of F-System process control is tolerated. That is,
during this time, the -> F-System can control its process incorrectly or it can even exercise
no control at all. The process safety time depends on the process type and must be
determined on a case-by-case basis.

PROFIsafe
Safety-related bus profile of PROFIBUS DP/PA and PROFINET IO for communication
between the -> Safety program and the -> F-I/O in an > F-System.

Proof-test interval
Period after which a component must be forced to fail-safe state, that is, it is either replaced
with an unused component, or is proven faultless.

Reintegration
Switchover from fail-safe values (0) to process data (reintegration of an F-I/O module) occurs
automatically or, alternatively, only after user acknowledgment at the F-channel driver.
The reintegration method depends on the following:
● Cause of passivation of the F-I/O or channels of the F-I/O
● Parameter assignment for the F-channel driver
For an F-I/O with inputs, the process values pending at the fail-safe inputs are provided
again at the output of the F-channel driver after reintegration. For an F-I/O with outputs, the
F-System again transfers the output values pending at the input of the F-channel driver to
the fail-safe outputs.

Safe state
The basic principle of the safety concept in -> fail-safe systems is the existence of a safe
state for all process variables. For digital -> F-I/O, the safe state is always the value "0".

Safety class
Safety Integrity Level (SIL) in accordance with IEC 61508. The higher the Safety Integrity
Level, the more rigid the measures for prevention of systematic faults and for management
of systematic faults and random hardware failures.
S7 F Systems can be used in safety mode up to safety class SIL3.

Safety function
Mechanism built into the -> F-CPU and -> F-I/O that allows them to be used in -> fail-safe
systems.
In accordance with IEC 61508: Function implemented by a safety device in order to maintain
the system in a -> safe state or to place it into a safe state in the event of a particular fault (->
user safety function).

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Glossary

Safety instrumented function groups (SIF)


You can create your own safety instrumented function groups for your application, i.e., by
dividing your application into function groups that you can then monitor and change
selectively in the Safety Matrix Engineering Tool and Safety Matrix Viewer (e.g., "level
measurement and shut off").
In order to use this function, you must assign the individual causes and effects of the safety
program to your safety instrumented functions groups. Then, you can display one or more
(or all) safety instrumented function groups.

Safety message frame


In -> safety mode, data are transferred between the -> F-CPU and -> F-I/O or between the
F-CPUs in safety-related CPU-CPU communication in a safety message frame.

Safety mode
1. Safety mode is the operating mode of the -> F-I/O that allows -> safety-related
communication by means of -> safety message frames.
2. Operating mode of the safety program. In safety mode of the safety program, all safety
mechanisms for fault detection and fault reaction are activated. In safety mode, the safety
program cannot be modified during operation. Safety mode can be deactivated by the
user (-> deactivated safety mode).

Safety program
Safety-related user program

Safety protocol
-> Safety message frame

Safety-related communication
Communication used to exchange fail-safe data.

Signature
-> Collective signatures

Standard communication
Communication used to exchange non-safety-related data.

Standard mode
Operating mode of -> F-I/O in which -> safety-related communication by means of -> safety
message frames is not possible, but rather only -> standard communication.

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Glossary

Standard user program


Non-safety-related user program

User safety function


The -> safety function for the process can be provided through a user safety function or a ->
fault reaction function. The user only has to program the user safety function. In the event of
a fault in which the -> F-System can no longer execute its actual user safety function, it will
execute the fault reaction function: For example, the associated outputs are deactivated and
the -> F-CPU switches to STOP mode if necessary.

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Index

Cause/effect matrix, 15
Cause/effect matrix file, (See cem file)
@ cem file, 19, 52, 109
Importing, 109, 110
@MatrixName, 115, 121, 123
CH_STATx
F_SC_AL, 73
F_SE_AL, 78
2
Changes in safety program
2-operator scenario, 130, 138 Acceptance test, 160
Changing limit, 93
Online mode, 148
A Changing range boundaries, 92
Online mode, 149
Acceptance test, 159
Changing the delta, 94
Configuration report, 157
Online mode, 148
Access protection, 113
Changing the hysteresis, 93
Active, 21
Online mode, 148
Adding and editing a cause, 89
Channel drivers, 65
Adding and editing an effect, 98
Chart + Parameters
AL_Chart, 123
Transfer option, 117
Alarm on any input trip, 165
Clean up nested chart connections
Alarm profiles
Transfer option, 118
Adapting colors, 86
Color codes for status display, 135
Configuring, 83, 97, 105
Colors, 86
Group messages, 83
Column for effect, 98
Matrix, 83
Compare
ALM, 25
Programs (CFC charts), 154
Any signals from the safety program, 59, 61
Safety Matrices (.cem files), 153
Assignment of functions to user permissions, 83
Compiling and downloading to the OS, 126
Auto acknowledge active cause, 95, 164
Compiling the SIMATIC-Project, 125
CONFIG_V
F_SC_AL, 70
B
F_SE_AL, 75
Bypass, 23, 94, 164 Configuration and data storage, 126
Effect, 102, 170 Configuration areas of the Safety Matrix user
interface, 50
Configuration report, 157
C Confirmer, 142, 146
Context menu
Cause, 21
Cause, 90
Alarms, 97
Effect, 98
Creating/changing, 89
Intersection, 106
Options, 94
Continuous Function Chart (CFC)
Time lapse diagram for time functions, 96
Notes, 123
Cause details
Control bar functions, 138, 143
Alarms, 97
Critical changes, 81, 87
Analog parameters, 93
Customer-specific channel driver, 61
Configuring, 91
Customer-specific F-channel drivers, 59, 61
Options, 94

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Index

D G
Deenergize-to-trip (DTT), 22 Group acknowledgement, 59, 134
DIAG_V
F_SC_AL, 72
F_SE_AL, 77 I
Downloading the SIMATIC project to the F-CPU, 125
IEA support
DTT, 22, 88
Transfer option, 118
Import of a Safety Matrix, 109
Importing
E
Safety Matrix, 109
Editing permission levels, 84, 134 Inactive, 22
Editing the properties Information areas of the Safety Matrix user
Customize, 86 interface, 50
Effect, 21 Inhibit tag, 95, 163
Alarms, 105 Initial acceptance test of a safety program, 159
Creating/changing, 98 Initiator, 142, 145
Effect details Input and output tags, 59, 61
Alarms, 105 Input trip on bad quality, 95
Configuring, 100 Installing
Options, 102 Requirements, 25
EN_SWC, 121 Safety Matrix components, 27
Enable AnyInputTrip alarm, 96 Interface assignment according to the majority
Energize-to-trip (ETT), 22 principle, 108
Entries in the event log, 150 Internal references, 59, 61
ETT, 22 Intersection, 21
Event log, 150, 150, 150 Editing/changing, 106
Executable sequence, 122 Intersection details - Configuring, 107
Export of a Safety Matrix, 109
Exporting
Safety Matrix, 110 L
Layout, 85
Limit pre-alarm, 93, 136
F
Log window, 50, 119
F_FBO_SM, 66
F_MA_AL, 83, 118
Connections, 68 M
F_SC_AL, 83, 97, 118
Maintenance changes
Connections, 69
Online mode, 147
F_SE_AL, 83, 105, 118
Mask, 104
Connections, 74
Mask enable, 103, 177
Fail-safe systems, 113
MatrixName, 115, 120, 123
Access protection, 113
MatrixSig, 121
F-channel drivers, 65
Measures after the upgrade
F-channel drivers from S7 F Systems, 120
Use case 5, 46
Function type, 22
Use case 6, 48
Cause, 88, 92
Measures after upgrading
Effect, 100
Use case 1, 37
Use case 2, 40
Use case 3, 42
Menu commands, 52

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Index

Message blocks, 83, 118 P


Monitoring functions, 83
Parameters
Monitoring functions without access protection, 83
Transfer option, 116
Mutual dependencies of the cause parameters, 88
PASS_ON, 120
Password
for F-CPU, 113
N
for safety program, 113
Nested chart, 115 PCS 7 alarm logging, 150
Nested chart of the channel drivers, 120 PCS 7 operation list, 150
Nested chart of the matrix logic, 121 Positioning alarm blocks, 118
Non-critical changes, 87 PP_Chart, 64, 123
Prefix #, 60
Prefix *, 61, 63
O Prefix @, 60
Prefix ~, 61, 65
OFF delay, 94, 162
Preprocessing for input tag, 61, 63, 92
ON delay, 94, 162
Process data pass through, 103, 103, 103, 177, 177
Online communication, 51
Process data tag, 103, 178
Online mode
Processcontrolling_backup, 134
Color codes, 135
Project structure, 57
Maintenance changes, 147
Properties
Starting/stopping, 131
Customize, 85
Status displays, 135
Properties, 80
Opening the Safety Matrix Viewer, 132
Track changes, 87
Operation messages, 150, 150
Operation with one operator, 139
Operation with two operators, 139, 145
R
Operator control and monitoring
2-operator scenario, 138 Remote access, 181
Control bar functions, 138, 143 Requirements for configuration, 57
Dependency of available functions, 142 Reset/override tag, 102, 166
Differences between ES and OS, 130 Rows for cause, 89
Example, 145 Runtime groups following a transfer, 122
Overview of the functions, 84
Requirements, 129
User permissions, 83 S
Operator control functions, 83
Safe state, 22
Operator control functions with access protection, 83
Safety instrumented function groups, 23, 80
Operator roles, 84
Safety Matrix
Operator roles for Secure Write, 141
Acceptance test, 159
Operator roles with access protection, 84
Alarms, 152
Optimizing the length of the code area, 123
Basic chart, 121
Optional packages, 19
Basic mode of operation, 17
OS
Block icon, 30, 83
Client, 129
Block icons, 133
Output delay, 102
Comparing, 153
Bypass, 174
Copying, 49
Reset/override, 168
Exporting, 110
Override
Importing, 49, 109
Maximum time, 102
Inserting, 49
Pre-alarm, 102
Menu commands, 52
Name, 51

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Index

Object, 49 Tags
Optional packages, 19 Analog input tags, 88
Order numbers, 4 Any signals from the safety program, 60
Range of functions, 19 Customer-specific F-channel drivers, 59, 61
Tags, 59, 61 Discrete input tags, 88
Transfer options, 116 Internal references, 59, 61
Upgrading, 32 of Safety Matrix, 59, 61
User interface, 50 Syntax rules, 61
Safety Matrix Editor, 111 Timed cause, 94, 163
Safety Matrix Viewer, 132 Transaction for Secure Write, 23, 139
Faceplate, 129 Transfer options, 116
Faceplates, 132 Transferring, 115
Safety program Transferring changes in a Safety Matrix to the OS, 127
Comparing, 154 Trip on bad quality, 165
SafetyMatrix Lib, 38, 63
Secure Write, 23
Enable for Secure Write transaction, 82 U
Time for Secure Write transaction, 82
Use imported channel drivers
Transaction, 139
Transfer option, 118
Transaction for, 23
Sequence of a transaction for Secure Write, 141
SIF, (See Safety instrumented function groups), (See
V
Safety instrumented function groups)
Signaling of process-relevant events, 151 Validation report, 158
Simulating Validation test, 158
Mutually exclusive, 96, 103 View of a Safety Matrix in online mode, 131
Simulating a tag, 92, 100, 147 View status, 135
Simulating a tag, 92, 100, 147 Virtual environment, 181
Mutually exclusive, 96, 103
Special circumstances when downloading in the case
of single-user systems, 127 W
STATE_V
Warning notices
F_SC_AL, 71
Directory, 10
F_SE_AL, 76
WinCC alarm, 151
Status bar, 51
Status descriptions
Cause, 135
Effect, 136
Suffix #, 60
Syntax rules
For message configuration, 67
For tag name, 61

T
Tag with prefix, 65
Tag with prefix "#", 59, 61
Tag with prefix *, 61, 63
Tag with prefix @, 60
Tag with prefix ~, 61
Tag with suffix #, 59, 61

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204 Configuration Manual, 06/2015, A5E33216084-AB

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