Security information 1

Preface 2

Basics 3
SIMATIC
Installation of the
Management Console 4
Process Control System PCS 7
SIMATIC Management Console
Operator control 5
(V9.0 SP1)
Menus and dialog boxes 6
Operating Manual
Plants with PCS 7 V8.0 or
V8.1 7

Issued with PCS 7 V9.0 SP2

1/2019
A5E40769534-AD
Legal information
Warning notice system
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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
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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
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Proper use of Siemens products
Note the following:

WARNING
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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 A5E40769534-AD Copyright © Siemens AG 2019.

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Table of contents

1 Security information......................................................................................................................................7
2 Preface .........................................................................................................................................................9
3 Basics .........................................................................................................................................................15
3.1 Functions of the Management Console .................................................................................15
3.2 Description of the functions....................................................................................................16
3.2.1 Functions for software administration ....................................................................................16
3.2.2 Functions for determining inventory data ...............................................................................17
4 Installation of the Management Console ....................................................................................................21
4.1 Managing rights......................................................................................................................21
4.2 Installing the Management Console.......................................................................................24
4.3 Installing SIMATIC Management Agent .................................................................................26
4.4 Installing the SIMATIC Management Agent over remote desktop connection.......................28
4.5 Communication using different subnets .................................................................................30
4.6 Licensing ................................................................................................................................31
4.7 Relocate the Management Console in the network ...............................................................33
4.8 Removing the Management Console.....................................................................................34
5 Operator control..........................................................................................................................................35
5.1 Starting the Management Console.........................................................................................35
5.2 Layout of the user interface....................................................................................................36
5.2.1 Title bar ..................................................................................................................................39
5.2.2 Menu bar ................................................................................................................................39
5.2.3 Toolbar ...................................................................................................................................40
5.2.4 Project view............................................................................................................................41
5.2.4.1 Network view..........................................................................................................................41
5.2.4.2 Symbols in the network view..................................................................................................43
5.2.4.3 Plant view...............................................................................................................................45
5.2.4.4 Symbols in the plant view.......................................................................................................46
5.2.5 Details areas in the network view...........................................................................................46
5.2.5.1 "Details area" overview in the network view...........................................................................46
5.2.5.2 "Installed SIMATIC software" tab ...........................................................................................47
5.2.5.3 "Inventory data" tab ................................................................................................................48
5.2.5.4 "License keys" tab ..................................................................................................................48
5.2.5.5 "Device status" tab .................................................................................................................49
5.2.6 Details area in the plant view .................................................................................................52
5.2.6.1 "Details area" overview in the plant view ...............................................................................52
5.2.6.2 "Inventory data" tab ................................................................................................................53
5.2.7 Status bar...............................................................................................................................53
5.2.8 Messages and events ............................................................................................................54

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5.2.8.1 "Messages" area ....................................................................................................................55

5.2.8.2 "Event display" dialog box ......................................................................................................56
5.3 Configuring the Management Console ..................................................................................57
5.3.1 Assigning computers..............................................................................................................57
5.3.2 Adding computers ..................................................................................................................59
5.3.3 Canceling the assignment of a computer...............................................................................61
5.3.4 Reset status ...........................................................................................................................61
5.3.5 Create group ..........................................................................................................................62
5.3.6 Update or repair SMAgent .....................................................................................................63
5.3.7 Backing up and restoring a project.........................................................................................67
5.4 Using communication.............................................................................................................67
5.4.1 Connecting .............................................................................................................................67
5.4.2 SIMATIC Management Agent Configurator ...........................................................................69
5.4.3 How to change the pre-shared key on a computer at a later time ........................................70
5.5 Installing and updating software.............................................................................................71
5.5.1 Software Update ....................................................................................................................71
5.5.2 Setup packages .....................................................................................................................76
5.5.3 Installing SIMATIC software...................................................................................................78
5.5.4 Updating SIMATIC software...................................................................................................81
5.5.5 Dialog window "Install SIMATIC software" (Update SIMATIC software)................................84
5.5.5.1 Dialog "Install SIMATIC software (1/4) - Select software"......................................................84
5.5.5.2 Dialog "Install SIMATIC software (2/4) - Computer status" ....................................................85
5.5.5.3 Dialog "Install SIMATIC software (3/4) - Configure start behavior" ........................................86
5.5.5.4 Dialog "Install SIMATIC software (4/4) - Requirements for the installation of the SIMATIC
software" ................................................................................................................................87
5.5.6 Create installation report... .....................................................................................................88
5.5.7 Comparing SIMATIC software versions ................................................................................89
5.6 Determine inventory data .......................................................................................................90
5.6.1 Requirement for the "Determine inventory data" function ......................................................92
5.6.2 Inventory data in the network view.........................................................................................93
5.6.2.1 Determining inventory data in the network view.....................................................................93
5.6.2.2 Exporting inventory data in the network view.........................................................................94
5.6.3 Inventory data in the plant view..............................................................................................96
5.6.3.1 "Add plant" overview ..............................................................................................................96
5.6.3.2 Dialog window "Add plant (1/2) - Specify Engineering Station" .............................................97
5.6.3.3 Dialog box "Add plant (2/2) - Select projects" ........................................................................98
5.6.3.4 Determining inventory data in the plant view .........................................................................98
5.6.3.5 Exporting inventory data in the plant view............................................................................104
5.6.4 Determining information for computers ................................................................................106
5.6.5 Filter for inventory data ........................................................................................................106
5.6.5.1 "Inventory data profile wizard" overview ..............................................................................106
5.6.5.2 Dialog "Inventory data profile wizard (1/3) - Select view and action" ...................................107
5.6.5.3 Dialog "Inventory data profile wizard (2/3) - Create/change inventory data profile".............108
5.6.5.4 Dialog box "Inventory data profile wizard (3/3) - Save inventory data profile" .....................112
5.6.5.5 Apply inventory data profile..................................................................................................112
5.6.5.6 How to import an inventory data profile from an XML file ....................................................113
5.7 Identifying errors ..................................................................................................................114
5.7.1 Determining the cause .........................................................................................................114
5.7.2 SIMATIC Management Agent not started ............................................................................115
5.7.3 Management Console cannot be operated ..........................................................................115

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5.7.4 Computer is not recognized by the Management Console ..................................................115

5.7.5 Software cannot be installed ................................................................................................116
5.7.6 Setup cannot be started .......................................................................................................116
5.7.7 Unable to create setup package ..........................................................................................117
5.7.8 Setup program is not found..................................................................................................117
5.7.9 Setup package is not running...............................................................................................117
5.7.10 Computer is not ready for installation...................................................................................118
5.7.11 Function cannot be operated ...............................................................................................119
5.7.12 "Determine inventory data" not executed .............................................................................119
5.8 Saving information in files ....................................................................................................119
6 Menus and dialog boxes...........................................................................................................................123
6.1 "File" menu ...........................................................................................................................123
6.1.1 Back up data... .....................................................................................................................123
6.1.2 Restore data.........................................................................................................................123
6.1.3 Exit .......................................................................................................................................124
6.2 "Edit" menu ..........................................................................................................................124
6.2.1 Create group ........................................................................................................................124
6.2.2 Delete group.........................................................................................................................124
6.2.3 Disable console assignment ................................................................................................125
6.2.4 Update network view............................................................................................................125
6.3 "View" menu .........................................................................................................................126
6.3.1 Network view........................................................................................................................126
6.3.2 Plant view.............................................................................................................................127
6.3.3 Event display........................................................................................................................128
6.3.4 Running installations... .........................................................................................................129
6.3.5 SMAgent license display... ...................................................................................................129
6.4 "Options" menu ....................................................................................................................130
6.4.1 Language... ..........................................................................................................................130
6.4.2 Set pre-shared key...............................................................................................................130
6.4.3 Settings... .............................................................................................................................131
6.4.4 Setup management..............................................................................................................135
6.4.5 Project inventory data export... ............................................................................................137
6.4.6 External components... ........................................................................................................139
6.4.7 Inventory data profile wizard... .............................................................................................140
6.4.8 Create license report............................................................................................................141
6.5 "?" menu (Help menu) ..........................................................................................................141
6.5.1 Available plug-ins... ..............................................................................................................141
6.5.2 Help......................................................................................................................................142
6.5.3 Info... ....................................................................................................................................142
7 Plants with PCS 7 V8.0 or V8.1................................................................................................................143
7.1 Updating computers with SIMATIC BATCH or SIMATIC Route Control..............................143
7.2 Plants with PCS 7 V8.0: Notes on functions ........................................................................143
Index.........................................................................................................................................................147

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Security information 1
Siemens provides products and solutions with industrial security functions that support the
secure operation of plants, systems, machines and networks.
In order to protect plants, systems, machines and networks against cyber threats, it is
necessary to implement – and continuously maintain – a holistic, state-of-the-art industrial
security concept. Siemens’ products and solutions constitute one element of such a concept.
Customers are responsible for preventing unauthorized access to their plants, systems,
machines and networks. Such systems, machines and components should only be connected
to an enterprise network or the internet if and to the extent such a connection is necessary and
only when appropriate security measures (e.g. firewalls and/or network segmentation) are in
place.
For additional information on industrial security measures that may be implemented, please
visit
https://www.siemens.com/industrialsecurity.
Siemens’ products and solutions undergo continuous development to make them more secure.
Siemens strongly recommends that product updates are applied as soon as they are available
and that the latest product versions are used. Use of product versions that are no longer
supported, and failure to apply the latest updates may increase customer’s exposure to cyber
threats.
To stay informed about product updates, subscribe to the Siemens Industrial Security RSS
Feed under
https://www.siemens.com/industrialsecurity.

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Security information

SIMATIC Management Console (V9.0 SP1)

8 Operating Manual, 1/2019, A5E40769534-AD
Preface 2
SIMATIC Management Console
● The SIMATIC Management Console (referred to as Management Console in the rest of the
documentation) is a software product from the SIMATIC PCS 7 series.
● The Management Console provides functions for determining inventory data and for the
software administration of your PCS 7 plant.
(Example in the figure below: Determine inventory data; objects in the area of the plant
marked green)
● Software administration with a central Management Console is more efficient than with a
local PCS 7 installation.
(Example in the figure below: Run setup x; objects in the area of the plant marked gray)
The Management Console software packages are available on the Process Control System;
SIMATIC PCS 7 DVD.

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Scope of the documentation

This documentation applies to the software package Process Control System; SIMATIC PCS 7
Management Console V9.0 SP1

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Preface

Required basic knowledge

This documentation is intended for personnel working in the fields of commissioning and
service.
Basic knowledge of working with computers and Windows operating systems is required for
using the Management Console.
Knowledge of operating system administration in the relevant network environment is required
for setting up permissions.
You should also be familiar with the functions and configurations of SIMATIC PCS 7.

Options for accessing PCS 7 documentation

The documentation required for PCS 7 includes the following types:
● PCS 7 Readme
The readme file is available in two versions:
– PCS 7 Readme (offline)
This version is installed by PCS 7 Setup. The file only contains general information and
links to documents on the Internet.
– PCS 7 Readme (online)
This is the version which contains all information on the installation and use of PCS 7 in
the format you are already familiar with. The file is only available on the Internet so that
we can keep it up to date.
Note
The information provided in the PCS 7 Readme (online) on the Internet takes
precedence over all other PCS 7 documentation.
Please read this PCS 7 Readme carefully; it contains important information and
amendments on PCS 7.

● PCS 7 System Documentation

System documentation, such as configuration manuals and Getting Started manuals,
contains information that covers several products. This documentation serves as a
guideline for the overall system and explains the interaction between the individual
hardware and software components.
See the note on the "PCS 7 Documentation Portal Setup" in the paragraph below.
● PCS 7 Product Documentation
Product documentation contains information about special hardware and software
components. The individual documents provide detailed information on the specific
component.
Full versions of the documentation are available on the "Technical Documentation SIMATIC
PCS 7" web pages:
www.siemens.com/pcs7-documentation (www.siemens.com/pcs7-documentation)
You can find additional information in the product overview Process Control System PCS 7;
PCS 7 - Documentation; Section "Options for accessing the documentation".

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 Preface

Information for administrators

Users who have previously only administered Windows operating systems can acquire the
necessary PCS 7 knowledge in the PCS 7 documentation. You can find an introduction to the
installation and configuration of computers in PCS 7 plants in the SIMATIC; Process Control
System PCS 7; PCS 7 ‑ PC‑Configuration documentation.

Note
Updating the software and the "SIMATIC Management Agent" service
The software update using the Management Console cannot be performed for some software
packages of PCS 7. The following software packages can only be distributed as new
installations with the SIMATIC Management Console:
● Process Historian
● Information Server
● OpenPCS 7
(update of the "SIMATIC Management Agent" service possible as of installed version 8.1).
● Web Option for OS
(Web Client or Web Diagnostic Client: Updating the "SIMATIC Management Agent" service
is possible as of installed version 8.1).
You can find additional information on this in the following sections:
● Section "Software Update (Page 71)"
● Section "Update or repair SMAgent (Page 63)"

Supported PCS 7 versions

The following table provides information on the supported versions of PCS 7 for the SIMATIC
Management Console V9.0 SP1:

SMMC version PCS 7 version

SIMATIC Management Console V9.0 SP1 ● PCS 7 V8.0.2 (only for Inventory)
● PCS 7 V8.1.1 (only for Inventory)
● PCS 7 V8.2.1
● PCS 7 V9.0.1
● PCS 7 V9.0.2

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Preface

Changes compared to the previous version

Below, you will find an overview of the most important changes in the documentation compared
to the previous version:

Table 2-1 Overview of the most important changes

Version Changes
As of V9.0 ● Web server Settings
SP1 The SIMATIC Management Console can install or update software on a target computer on which web
server is in runtime.
● Plant Inventory online data
The inventory details determined from device data is displayed as online data in the "Inventory" tab.
● Export inventory details
The inventory details of plant and network objects are exported automatically.
The folder location to save the exported inventory details can also be configured in the "Inventory Data
Export" tab in the "Settings" dialog.
● SIMATIC Software compare
The Management Console can now compare the versions of installed software with the latest version of
software. The Comparison of SIMATIC software excel sheet displays the difference in the version and the
product links to download the respective software.
● Project inventory data export in iBase format
The Inventory data exported for a project is generated in iBase format.
As of V9.0 ● The online inventory details can be determined for field devices also.
Update 2
As of V9.0 ● The inventory data for I/O modules now includes information about the slot position of the module in the rack.
Update 1

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 Preface

Version Changes
As of V9.0 ● Inventory data for ET200SP HA devices
The SIMATIC Management Console gathers additional inventory data for ET200SP HA devices that is
available through PROFINET. This includes device information that is not configured or visible in PCS 7
hardware engineering (HW Config). Other devices connected to a PCS 7 system through PROFINET
provide additional hardware information which the SIMATIC Management Console is able to display as part
of the plant hierarchy and inventory reports.
● Include manually entered inventory data for external components in inventory report.
● The inventory provides the build number of the installed Windows version. This is due to a change in MS
upgrade philosophy starting from Windows 10. Feature updates (former patches) will no longer be reflected
in versions but only shown as a difference in the build number.
● Additional to the tape the following data on the hard disk will be displayed:
– Manufacturer
– Name
– Form factor
– Capacity
– Driver version
– Driver date
● The details of the installed third-party software will be extended with:
– SQL server
– Installed version of Microsoft .NET Framework with version number
– MS patches with Product name, Publisher, Title, KB and installation date.
– Installed security software with manufacturer, product, version (Symantec Endpoint Protection, McAfee
Agent, McAfee Endpoint Protection Suite, Trend Micro OfficeScan Corporate Edition V11.0).
● The inventory report has been extended to include the following information:
– Number of Process Objects used in the ES project. This information will be available as part of a new
entry "Project" under the ES in the Plant View.
● The SIMATIC Management Console can also be started without a license. In this case all the computers can
only be assigned to a single group called "Non-licensed computers". The only functions available in this
group are Determine Inventory Data, Export Inventory Data and Update SMAgent.
● In case SMAgent licenses on the SIMATIC Management Console are not sufficient to assign further
computers to user defined groups, computers can still be assigned to the "Non-licensed computers".
● Export maintenance data to an XML file using "Project inventory data export..." feature.
● System ID (SID) included in the inventory data.
● The availability of a target computer is not checked for database functions like "Project inventory data
export..." or "Apply Inventory Data Profile" in case data for the target computer is available in the database.
● The alarm message system is improved as follows:
– Dedicated message texts differentiate between online and offline determination of inventory data (plant
view).

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Preface

Version Changes
As of V8.2 ● Structure of the plant
– In a Windows domain, the best security level is possible through Kerberos authentication of the frames
between the Management Console and computers with installed SIMATIC Management Agent.
– The frames to establish a connection between the Management Console and managed computers with
installed SIMATIC Management Agent are protected by a Pre-Shared Key (PSK = shared network key).
● Conditions for installation and application of the Management Console
The installation and application of the Management Console is released when the following requirements
are met on the computers with installed SIMATIC Management Agent (Management Console and managed
computers):
– The operating system has been approved for this PCS 7 version. You can find additional information on
this in the Process Control System PCS 7; PCS 7 Readme documentation.
– PCS 7 Version at least PCS 7 V8.0 and higher with the latest released service pack
● Installation of software PCS 7 V8.0 and higher with the latest released service pack
The following software has been released for installation with the Management Console software:
PCS 7 V8.0 and higher with the latest released service pack.
The functionality of the Management Console cannot be used on computers that are operated with Windows
XP or Windows Server 2003.
● Rights management
The Management Console supports the addition of (domain) user groups in the local user groups.
● Setup packages
The content of the setup packages is apparent.
● You can find a list of all products and PCS 7 components that can be installed using the Management
Console in the Industry Online Support under entry ID 107796665: Internet link (http://
support.industry.siemens.com/cs/ww/en/view/107796665)
As of V8.1 ● The operating states on the PC stations are determined and displayed for the following PCS 7 products
before the installation of software packages: Operator Station (PCS 7 OS); SIMATIC BATCH; SIMATIC
Route Control
● Inventory data profiles allow the comparison of actual device configurations with the target device
configurations
● Ongoing installation procedures are displayed in a list, if the installation procedures were started using the
Management Console.
● Installation report for PCS 7 plants with installed PCS 7 version as of the DVD PCS 7 V8.0 SP2.
Requirement: The installation procedures were started using this Management Console.

See also
Information and Download Center (http://www.automation.siemens.com/mcms/infocenter/
content)

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Basics 3
3.1 Functions of the Management Console

Basic functions of the Management Console

The following functions are available without configuration of the Management Console:
● Displaying computers of a network
In a PCS 7 plant, the Management Console can establish a connection to the computers on
which the "SIMATIC Management Agent" service is installed. You can find additional
information about this in the section "Installing the Management Console (Page 24)".
● Assigning computers to the Management Console
● Defining groups containing the computers to be managed
● Displaying and exporting alarms
● Displaying and exporting event logs
The following functions of the Management Console require configuration or user selections:
● "Functions for software administration (Page 16)"
These functions support you with administrative tasks in PCS 7 plants.
● "Functions for determining inventory data (Page 17)"
These functions gather information on objects in PCS 7 plants.

Remote service and remote operation

Note
Remote access to the SIMATIC Management Console is generally not approved but if it is used
then, remote connection must have a minimum bandwidth of 500Kbits/s.

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Basics
3.2 Description of the functions

3.2 Description of the functions

3.2.1 Functions for software administration

The Management Console has the following functions for central administration of software on
assigned computers.
● The installed SIMATIC software of a computer can be determined on the Management
Console. You can find additional information about this in the section "Determine inventory
data (Page 90)".
● The Management Console uses the functions of the relevant product setup for the
installation of SIMATIC software packages. The following installation variants are possible:
– Installing software packages
– Updating software packages

Note
Installing and updating the Process Control System; SIMATIC PCS 7 software package
● Note the following in the section "Preface; Table 2-1 Overview of the most important
changes (Page 12)".
● The Management Console enables you to install and update software:
– Select the software from the Process Control System; SIMATIC PCS 7 software
package as of V8.1 for a new installation or an update.
– You can update installed software as of the software package Process Control
System; SIMATIC PCS 7V8.1.

● You can define standard installation steps for a group of computers with the Management
Console.
You can find additional information about this in the section "Software Update (Page 71)".

Confirming license terms and safety instructions

NOTICE
License terms and security instructions
If you accept the license terms and security instructions when you create setup files, the terms
and instructions must also be provided to all other persons who are also authorized to install
setup packages.
Recommendation:
Copy the contents to a file and notify the authorized persons of the contents.

Example
The following steps are required for the installation of SIMATIC software when using the
Management Console.

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 Basics
3.2 Description of the functions

Example for the installation of OS clients in PCS 7 plants:

● Optional step: Create the "OS client" group
You can find additional information on this in the section "Assigning computers (Page 57)".
● Save the software in the network (for example, on a local drive or a file server).
Permission for this storage location must be set up for the users of the Management
Console.
Additional information on this is available in the section "Managing rights (Page 21)".
● Setup management
Adding software packages using setup management in the Management Console
Additional information can be found in section "Setup management... (Page 135)".
Optional step: Configure setup packages.
Save the required settings for a specific setup (for example, OS client). You can perform this
configuration repeatedly without the setup dialog having to be run again.
You can find additional information on this in the section "Setup packages (Page 76)".
● Select computers (or "OS client" group only) and run installation.
You can find additional information on this in the section "Installing SIMATIC software
(Page 78)".

Executing setup
● The Management Console installs the software packages on assigned computers.
● The Management Console enables the simultaneous installation of SIMATIC software on
several computers.
Note
Process mode
Software must not be installed on operator control and monitoring stations that are in
process mode. We recommend you perform the following steps for the stations in question
before installation:
● Exit process mode.
● Close the projects.

Additional information
● Section "Installing the Management Console (Page 24)"
● Section "Managing rights (Page 21)"

3.2.2 Functions for determining inventory data

The Management Console provides functions for determining inventory data of objects in a
PCS 7 plant.

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Basics
3.2 Description of the functions

Note
Determine inventory data
The computers of the plant must be at least of the version PCS 7 V8.0.
Note the following in the section "Preface; Table 2-1 Overview of the most important changes
(Page 12)".

Objects
Inventory data can come from both objects in the plant (online data) and objects in project data
(offline data). Inventory data can be acquired for the following PCS 7 plant objects:
● Computer
● Network components (Ethernet switches)
● Automation system components
● Remote I/Os (including the I/O modules)
● Field devices

Inventory data
Inventory data can include the following information:
● Plant designation (depending on the designation system, e.g., HID / TAG)
● Geographical location (depending on the designation system, e.g., LID)
● Description (user-defined)
● Message (user-defined)
● Device name
● Device type
● Serial number
● Article number (e.g. Siemens: MLFB; order number)
● Hardware version
● Operating system version
● Firmware version
● Installed SIMATIC software
● License information (license keys for SIMATIC software)
● Third-party software installed with PCS 7 DVD

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3.2 Description of the functions

Additional information
● Section ""Inventory data" tab (Page 48)"
● Section "Determining inventory data in the network view (Page 93)"

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3.2 Description of the functions

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4.1 Managing rights
You must set up permissions in order to use the Management Console.

User groups and users

The required user groups are created by the installation of the software. Assign the users to the
user groups in line with their roles.
● SIMATIC Management Administrators
Members of this group have unrestricted access to and all permissions for the Management
Console.
Enter the members of this group in the "Administrators" Windows group on the target
computers. This gives the members of this group permission to make changes to the
installed software.
● SIMATIC Management Users
Members of this group are given restricted access to and "Read only" permission for the
Management Console.
Include users that have been assigned to the "SIMATIC Management Administrators" user
group on the Management Console computer in the "SIMATIC Management Users" user
group as well.
● Windows logon to the Management Console computer:
To install the software using the Management Console, the user must be logged on to the
operating system with his user login credentials. User with Administration rights need not
login to windows. Instead, the user can login directly to the management console.

Note
Changing Windows user management
● You have to restart the computer if you have made changes to local Windows groups in the
Windows user management while operating the Management Console.
● Always make changes to the user groups for the target system computers as well. Changes
to the local Windows groups take effect once the program is restarted.
● You have to restart the target system computer if you have made changes on your target
systems in the "SIMATIC Management Users" group in Windows user management.

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4.1 Managing rights

Assigning users to user groups

Enter users in the following user groups:
● On all computers in the plant:
Include all users in the "SIMATIC Management Users" group.
● On all target computers:
All members of the SIMATIC Management Administrators group on the Management
Console who are to install software should be included in the (Windows) administrator
group.
● On the Management Console computer only:
All users of the Management Console must be members of the following groups:
– "(Windows) Administrators" group
– "SIMATIC Management Administrators" group
– "SIMATIC Management Users" group
Add the users to the necessary user groups. The membership in a user group depends on the
functions which the user is to execute.

Function to be executed Required membership in the user group

Required Membership in a
Required Membership on Target Computer
Management Console
● Installing SIMATIC software ● (Windows) administrators ● (Windows) administrators
● Updating the "SIMATIC ● SIMATIC Management ● SIMATIC Management
Management Agent" on the target Administrators Users
computer (remote computer)
● Determining inventory data (plant
view1))
● Updating SIMATIC software
● Disable console assignment ● SIMATIC Management
● Adapting setup management Users.

● Event display: Deleting events

● Determining inventory data (network ● SIMATIC Management
view) Users
● Exporting inventory data
● Creating, changing, applying
inventory data profile
● Creating installation reports
● Create license report
● Exporting reports

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4.1 Managing rights

1)
See note "Determining inventory data in the plant view"

Note
Determining inventory data in the plant view
Requirements on the engineering station and Maintenance Station:
● A member of the "SIMATIC Management Users" group must be logged onto the engineering
station.
This user must be a member of the "SIMATIC NET" group on the engineering station.
● If inventory data of switches is to be determined online, the following conditions must also
be fulfilled:
– The switches are configured on a Maintenance Station.
– The user logged onto the engineering station is a member of the "SIMATIC NET" group
on the Maintenance Station.

Setting up permissions for Management Console users

For the installation of software packages, you need to set up permissions for the users of the
Management Console. Set up the permissions for the locations where software packages are
stored. These locations include the following:
● Local drives
● Folders on the computer
● Folders in the network
● External drives
Specify the settings on the relevant computer (e.g. file server, management computer, target
computer).

Note
Setting up permissions for users
Ensure that permissions are set up for the following users:
● Users of the Management Console
● The "SIMATIC Management Users" group on the target computer

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4.2 Installing the Management Console

Note
Recommendation for increased plant safety
The SMB signature is a function of the operating system. With SMB, communication can be
signed at the level of the package.
● To increase the security of your plant you can activate "SMB-2 Signing".
● Apply this setting according to the specifications of the operating system manufacturer.
Inadequate protection of the SIMATIC Management Console installation can have the result
that the SIMATIC Management Console installation and thus the managed documents could
be manipulated.
● Make sure that the user logged on to the local computer in Windows does not have
administrator rights.
● Make sure that only the administrator and no other users have write permission for the
directory in which SIMATIC Management Console is installed.

Application-specific permissions for software

Application-specific permissions for groups and users should always be set up for all
computers using Windows media (administration of workgroups or domains).

Additional information
You can find information on permissions and creating users in the online help of the operating
system, keyword "Help and support".

4.2 Installing the Management Console

Management Console in the network

● Always only install one Management Console in a network. The use of several Management
Consoles can lead to inconsistencies.
● If possible, install the Management Console on a computer that is not required for operator
control and monitoring purposes. Recommended computers are:
– Separate PC
– Engineering station
● The Management Console should not be installed on the following computers:
– Computers with server functions (e.g. servers or single-station systems for OS, BATCH,
Route Control, Domain Controller)
– Computers for acquiring archive data (e.g. Process Historian)
– Read the information in following section "Plants with PCS 7 V8.0: Notes on functions
(Page 143)" if needed.

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4.2 Installing the Management Console

Requirements
The following requirements must be met before you can use the Management Console:
● Operating system
The operating system installed on the computers has been released for SIMATIC PCS 7.
You can find additional information on this in the PCS 7‑Readme - Online documentation on
the Internet at the following link: "www.siemens.com/pcs7-documentation (http://
www.siemens.com/pcs7-documentation)".
● Permission
The user must have administrator rights to install the Management Console.
● Software
The software to be installed is available from one shared storage location (shared network
path, for example \\<Computer name>\<Shared name>). For more information can be found
on the naming conventions and path information in the PCS 7 Readme - Online
documentation.
Example:
Create a network copy of the Process Control System; SIMATIC PCS 7 DVDs with the
following structure:
– …\PCS7_Vxx\DVD_1\
– …\PCS7_Vxx\DVD_2\

Preparation for the use of the Management Console

Install the necessary software as described below:
● On the Management Console computer
● On all computers to be managed (non-Management Console computers)
Information on this is available in the section "Installing SIMATIC Management Agent
(Page 26)".

On the Management Console computer

The Management Console computer is the computer from which administrative tasks are to be
executed.
Install the software package "SIMATIC Management Console" on the Management Console
computer using the PCS 7 setup. The "SIMATIC Management Agent" software is automatically
installed as well.

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4.3 Installing SIMATIC Management Agent

Updating the Management Console

Please note the following points when updating the software on plant computers:
● Backing up Management Console data. You can restore the Management Console's
configuration with backed up data.
You can find additional information about this in the section "Back up data... (Page 123)".
● On the Management Console computers:
Update the software by installing a later version of the "SIMATIC Management Console".
The following data is retained:
– Configuration data
– Project data
– Information of the "Event list"
● On all computers to be managed:
Update the "SIMATIC Management Agent" service by means of the Management Console
network view.
Information on this is available in the section "Update or repair SMAgent (Page 63)"
● From PCS 7 V9.0, a new folder named "Non-licensed computers" is added automatically to
the network view. If a folder exists with the same name, then the user is asked to rename the
folder.

Additional information
● Section "Starting the Management Console (Page 35)"
● Section "Managing rights (Page 21)"
● Section "Relocate the Management Console in the network (Page 33)"
● Section "Communication using different subnets (Page 30)"

4.3 Installing SIMATIC Management Agent

Requirements
The following requirements must be met before using the Management Console:
● Operating system
The operating system installed on the computers has been released for SIMATIC PCS 7.
Additional information can be found on this in the PCS 7 documentation:
– Process Control System; SIMATIC PCS 7 in the PCS 7 Readme (online) on the Internet
– Section "Plants with PCS 7 V8.0: Notes on functions (Page 143)"
● Permission
The user must have administrator rights to install the Management Console.
● Software
The software to be installed is available from one storage location (shared network path).

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4.3 Installing SIMATIC Management Agent

On all computers to be managed in the network (non-Management Console computers)

Note
Domain controller
The "SIMATIC Management Agent" service should not be installed on a domain controller.

You must install the "SIMATIC Management Agent" service on computers to be managed
before you can use the Management Console. You have the following installation options:
● Installation using the PCS 7 setup
Requirements: The operating system has been approved for this PCS 7 version of the setup.
● Installation from a data medium.
The software package required for installation of the "SIMATIC Management Agent" is
available in the following directory on DVD_2 Process Control System; SIMATIC PCS 7 in the
folder Additional_Products\SMA__Vx.x.
1. To install the "SIMATIC Management Agent" service, run the setup.exe file.
2. Follow the instructions in the subsequent dialogs.

Note
Starting the "SIMATIC Management Agent" service
● If the "SIMATIC Management Agent" service was not explicitly selected in the PCS 7 setup,
you need to start the service on the respective computer for access.
● If the "SIMATIC Management Agent" service was explicitly selected in the PCS 7 setup or
re-installed separately, the service is activated on the respective computer.
● The status of the service does not change if the "SIMATIC Management Agent" service was
updated at a later time.

Starting/deactivating the "SIMATIC Management Agent" service

1. Right click "Start Task Manager" on the affected computer.
2. Click "Services..." in the "Services" tab.
The "Services" dialog box opens.
3. Select the "SIMATIC Management Agent" entry in the "Name" column in the "Standard" tab.
4. Select the shortcut menu command "Properties".
The "SIMATIC Management Agent Properties" dialog box opens.
5. Select the "Startup type" in the drop-down list.
Options:
– Automatic
– Disabled
6. Click "Apply".

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4.4 Installing the SIMATIC Management Agent over remote desktop connection

7. Select the "Service status" if you want to start or stop the "SIMATIC Management Agent".
8. Click "OK".

Uninstallation of the SIMATIC Management Agent

You can uninstall the SIMATIC Management Agent through the following methods:
● Uninstallation of the SIMATIC Management Agent through setup.
● Uninstallation of the SIMATIC Management Agent through control panel.
Uninstallation of the SIMATIC Management Agent through setup
1. Double click the setup.exe file.
2. On the SIMATIC Management Agent Setup window, click "Next".
3. On the Program Maintenance dialog, select "Remove".
4. Click "Next".
5. On the Remove the Program dialog, select "Remove" to start the uninstallation process.
6. Click "Finish" to exit the wizard.
Uninstallation of the SIMATIC Management Agent through control panel
1. Open "Control Panel"(Start > Control Panel).
2. Select "Uninstall a program" (Programs > Programs and Features).
3. On the "Uninstall or change a program" dialog, select SIMATIC Management Agent and
SIMATIC Management Console from the installed program list.
4. Click "Uninstall".
The SIMATIC Management Agent is successfully uninstalled.

Installation of the "SIMATIC Management Agent" via a remote desktop connection

Additional information about this in the section is found in "Installing the SIMATIC Management
Agent over remote desktop connection (Page 28)".

4.4 Installing the SIMATIC Management Agent over remote desktop

connection
Remote access to the SIMATIC Management Console is generally not approved.

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4.4 Installing the SIMATIC Management Agent over remote desktop connection

Preparing to install the "SIMATIC Management Agent" service

Prepare for the installation as described in section "Installing the Management Console
(Page 24)".

Note
Remote installation
Remote installation of the "SIMATIC Management Agent" service is only permitted if process
mode is disabled on the computers on which the service is to be installed.

The software for the installation of the "SIMATIC Management Agent" service is available from
one shared storage location (shared network path, for example, \\<Computer name>\<Shared
name>).

Procedure
The following steps can be carried out as an alternative to local installation of the "SIMATIC
Management Agent" service.
1. Set up release for the path at which the software for the installation of the "SIMATIC
Management Agent" service is to be run.
2. Open "mstsc" using the search box in the start menu.
The "remote desktop connection" is opened.
3. In the "Computer" input box, enter the computer name or the TCP/IP address of a target
computer on which the "SIMATIC Management Agent" is to be installed.
4. Click "Connect".
The remote desktop connection opens.
5. In the "User name" input box, enter the name of the administrator who has administrator
rights on the target computer.
6. Enter the password of the administrator in the "Password" input box.
7. Click "OK".
You are now working remotely on the target computer in the network.
8. Open Windows Explorer.
9. In the command line, enter in UNC notation the share path on which the software package
is located (\\<Computer name>\<Share name>).
10.Navigate to the setup for the "SIMATIC Management Agent":
…\PCS7_Vxx\DVD_2\Additional_Products\SMA__Vx.x
For example:
\\<Computer name>\<Share name>\PCS7_Vxx\DVD_2\Additional_Products\SMA__Vx.x
11.Run setup.
The "SIMATIC Management Agent" software package is installed.
12.Close the remote desktop connection.
13.Repeat steps 4 to 13 for all other target computers.

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4.5 Communication using different subnets

4.5 Communication using different subnets

Observe the following information if there is a firewall between the following computers:
● SIMATIC Management Console computer
● Target computer (computer with installed SIMATIC Management Agent)

Communication in the same subnet

If the SIMATIC Management Console computer and the target computers with installed
SIMATIC Management Agent are in the same subnet, the PCS 7 Security Controller
automatically makes the adjustments required for the local Windows firewall:
● On the SIMATIC Management Console computer during installation of the SIMATIC
Management Console.
● On the target computer during installation of the "SIMATIC Management Agent" service.

Communication using different subnets

Note
Network type: Domain or workgroup
The type of network in which the SIMATIC Management Consoles - computers and the
computers with installed SIMATIC Management Agent - are located must always be the same.

If the computers are located in different subnets, you have to adjust the communication settings
of the local Windows firewall and any existing external firewall, if installed.
Configuration of the local Windows firewall
As standard, the local Windows firewall of a computer only enables the local subnet as
authorized area.
You have to change the "SIMATIC Management Agent" (SMAgent_32.exe) service for the
computers in the local firewall:
1. Open the settings of the Windows firewall.
2. Select the advanced settings.
3. Select "Inbound Rules" in the tree structure.
4. Select the "SIMATIC Management Agent" program and open the properties from the
shortcut menu.
5. Open the "Scope" tab.
6. In the "Remote IP Address" area, enable the setting "These IP addresses".
7. Enter the required subnet areas or fixed IP addresses.
Configuration of the external firewall

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4.6 Licensing

Make the following changes if both these statements apply:

● The computers are located in different subnets.
● The communication between the SIMATIC Management Console computer and the target
computer with installed SIMATIC Management Agent is protected by an external firewall.
When using an external firewall, you have to add exceptions for your subnets in the settings of
this firewall. Add the following TCP and UDP ports:
● 7911
● 7912
If an external firewall or router which is used closes inactive connections then, ensure that
the update cycle time in SMMC is less than the timeout of the device to close inactive
connections.

Additional information
You can find additional information in the documentation Process Control System PCS 7; PCS
7 - PC Configuration.
● Access to PC stations outside a subnet
● Using encrypted communication

4.6 Licensing
The SIMATIC Management Console is a product of PCS 7 that requires a license. SIMATIC
software checks the license for software use based on license keys. These license keys are the
technical representatives of the license.

License keys for use of the Management Console

The unrestricted use of the complete SMMC functionality requires the following licenses:

License Key No of Licenses Remark

Management Console 1 Version specific licenses nee‐
ded.
SIMATIC Management Agent "n" "n" number of agents can be
used without any restriction.

With the installation of Management Console, a license key for the demo mode is automatically
available as follows:
● License validity: 14 days
● Maximum 10 computers can be assigned

Using Management Console without SMMC License

During SIMATIC Management Console startup, the user is prompted to accept all previously
assigned computers (if applicable) to be moved to "Non-licensed computers" group or to cancel
the start of SIMATIC Management Console in order to install the required license.

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4.6 Licensing

Using Management Console with insufficient SMA Licenses

● The number of installed SMA licenses is lower than the number of computers assigned to
user defined groups.
● During SIMATIC Management Console startup, the user is prompted to select assigned
computers (if applicable) to be moved to "Non-licensed computers" group or to cancel the
start of SIMATIC Management Console.

Using Management Console with Non-licensed computers

Computers in "Non-licensed computers" group can be specified as Engineering Station in order
to select a project for inventory.
Under the "Non-licensed computers" node, the functions available for the computers are as
follows:

Network View Plant View

Determine Inventory Data, Export Inventory Data, Determine Inventory Data, Export Inventory Data,
and Update SMA agent Project Inventory Data Export.

Using Management Console with Trial License

With the installation of the Management Console, a license key for the demo mode is
automatically available.
● Duration: 14 days
● The size of the plant is limited to 10 computers.
For unrestricted use, the following license keys (licenses) are required:

License key Number of license keys Remark

Management Console Per Management Console For use with the Manage‐
SIMATIC Management Per managed computer ment Console, you must
Agent Possible number of agents per license key: provide the computer with
10; 50; 100 the Management Con‐
When you transfer multiple license keys, the sole with these license
number of possible agents is added. keys.

Additional information
● Information on the number of used license keys is available in the section ""License keys"
tab (Page 48)".
● You can find information on licenses and license-dependent quantity structures of PCS 7 in
the documentation Process Control System PCS 7; Licenses and Quantity Structures.
● You can find information on the provision of license keys in the plant in the
documentation SIMATIC; Automation License Manager.
● Information on licensing models can be requested from your Siemens contact person.

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4.7 Relocate the Management Console in the network

● When the SMA license key is not sufficient for all the assigned computers, a dialog is
displayed, where it can deselect the computers to move from the network to the "Non-
licensed computers" folder.
● When SIMATIC Management Console license is not available or the trial license is no longer
valid, a dialog is displayed, where it can open SIMATIC Management console with all
assigned computers in the "Non-licensed computers" folder or cancel the opening process
from SIMATIC Management Console.

4.7 Relocate the Management Console in the network

Activate a new Management Console in the network

Note
Only one Management Console is permitted in the network
In a network, you may always install only one Management Console. In this way, you ensure
that the computers to be managed only report your information to the Management Console
computer.
You can back up the Management Console data in the network and restore it, if the
Management Console computer has issues.

If you want to activate the Management Console on another computer ("Console2" computer
in this case), the following situations are possible:
● Computer "CONSOLE1" is available in the network:
– Back up the Management Console data from "CONSOLE1" computer.
You can find information on this in the section "Back up data... (Page 123)".
– You need to cancel the console assignment between the PC stations at computer
"CONSOLE1" if computer "CONSOLE2" is to take on the tasks.
You can find additional information about this in the section "Disable console assignment
(Page 125)".
– Uninstall the Management Console and the SIMATIC Management Agent on the
computer named "CONSOLE1".
● "CONSOLE1" computer is not available in the network, computer "CONSOLE2" is
operational.
You can select between the following actions:
– Use the function "Recover database" on the computer "CONSOLE2" on the backup of
the data of the Management Console of computer "CONSOLE1".
– Reconfigure the Management Console data.

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4.8 Removing the Management Console

4.8 Removing the Management Console

Depending on the purpose, different software packages are installed on the computers for
using the Management Console functions.
● The following software packages are installed on a computer with Management Console:
– The Management Console
– The "SIMATIC Management Agent"
● Only "SIMATIC Management Agent" is installed on a computer without Management
Console.
We recommend that you use the PCS 7 setup program from the original installation DVD to
remove the Management Console.
You must uninstall the following when you execute the removal through the "Programs and
Functions" software management:
● SIMATIC Management Console
● SIMATIC Management Agent

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Operator control 5
5.1 Starting the Management Console
You will find the SIMATIC Management Console in the Windows Start menu.
Use the search box in the start menu to open: SIMATIC Management Console.

Remote service and remote operation

Remote operation of the Management Console and remote execution of functions of the
Management Console are prohibited.

Logon
You need to authenticate yourself as a user with "user name" and "password" before you can
work with the Management Console.
Enter the pre-shared key for the first application of the Management Console.
The pre-shared key should be changed at regular intervals. To do this, select the menu
command Options > Set pre-shared key... .
You can find additional information on this in the section "Connecting (Page 67)".

Note
The user must be a member of the local "SIMATIC Management Users" group.

Switching language in menus and dialog boxes

Select the menu command Options > Language... .

Assigning computers with the Management Console

After you have started the SIMATIC Management Console for the first time, you must assign at
least one computer to the Management Console:
To do so, drag a computer from the "Non-assigned computers" folder and drop it into the
"Network" folder in the network view.

Note
Representation of the computer with the Management Console in network view
Management Console is active, only when you connect the first computer to the network.
When at least one computer has been assigned to the Management Console, the computer
with installed Management Console is highlighted in bold.

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5.2 Layout of the user interface

Additional information
● Section "Assigning computers (Page 57)"
● Section "Managing rights (Page 21)"
● Section "Language... (Page 130)"

5.2 Layout of the user interface

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5.2 Layout of the user interface

Layout of the main window of the Management Console

● Title of the dialog box SIMATIC Management Console - <Name of the local computer>
● Menu bar
● Toolbar
● Project views ● Details area
(Network view / Plant view) This area displays information on the object selected in the project view.
This area displays a structure ● "Messages" area
with groups and computers on This area displays messages concerning actions and objects.
the left side of the dialog box.
● Status bar

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Operator control
5.2 Layout of the user interface

Display
The plant objects are displayed in the project view on the left side of the Management Console
dialog box. The width of this area can be changed. Use the tabs to select how the plant objects
are displayed:
● Network view (Page 41): The network view shows the computers of the network in a tree
structure defined by the user.
Select the network view when you wish to perform the following with the Management
Console:
– Determine the inventory data of computers
– Install software on target computers (remote installation)
● Plant view (Page 45): The plant view shows the objects of the PCS 7 projects in a tree
structure.
– Select the plant view when you want to use the Management Console to determine the
inventory data of PCS 7 plants.
The right side of the dialog box contains the details area and "Messages" area.
● In the details area, you select which information is to be displayed from the tabs. The
information displayed depends on the following conditions:
– The object selected in the project view
– The menu command (menu line, toolbar, shortcut menu)

Note
View when you reopen the Management Console
The Management Console always starts in the network view.

Details area and "Messages" area

The following tabs are available following installation of the Management Console:
● Tabs in details area

Network view Plant view

● "Installed SIMATIC software" tab (Page 47) ● "Inventory data" tab (Page 48)
● "Inventory data" tab (Page 48)
● "License keys" tab (Page 48)
● "Device status" tab (Page 49)

● "Messages" area (Page 55)

Adjusting areas
● The size of the two areas can be changed in inverse ratio to one another. When one area
is maximized, the other one is hidden.
● The header indicates which area is shown.
Sorting in tables

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5.2 Layout of the user interface

It is possible to sort the contents of some tables of the Management Console.

● When this is possible, a small triangle symbol appears when you click in the header of the
table (see "Computer name" column in the "Messages" area of the "Main window").
● If you want to change the sort order, click the header of the column selected for sorting.
Status bar
The status bar includes information on the actions and the current user.
Detailed information is available in the section "Status bar (Page 53)".

Additional information
Section ""Event display" dialog box (Page 56)"

5.2.1 Title bar

The following is displayed in the title bar:
● The product name
● The name of the computer on which the Management Console is installed.

5.2.2 Menu bar

Layout
Below you will find an overview of the Management Console menus.

Menu Submenu
File ● Back up data... (Page 123)
● Restore data... (Page 123)
● Exit (Page 124)
Edit ● Create group (Page 124)
● Delete group (Page 124)
● Disable console assignment (Page 125)
● Update network view (Page 125)
View ● Network view (Page 126)
● Plant view (Page 127)
● Event display... (Page 128)
● Running installations... (Page 129)
● SMAgent license display... (Page 129)

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Menu Submenu
Options ● Language... (Page 130)
● Set pre-shared key... (Page 130)
● Settings... (Page 131)
● Setup management... (Page 135)
● Project inventory data export... (Page 137)
● External components... (Page 139)
● Inventory data profile wizard... (Page 140)
● Create license report... (Page 141)
? (Help) ● Available plug-ins... (Page 141) 1)
● Help (Page 142)
● Info... (Page 142)
1)
The plug-ins supplied with the Management Console cannot be installed or removed separately.

5.2.3 Toolbar
The toolbar is located below the menu bar. By clicking on a button, you can perform the menu
command without having to open a menu.

Toolbar

Symbols
Meaning of the symbols:

Symbols Menu command

Update network view (Page 125)

Create group (Page 124)

Delete group (Page 124)

Inventory data profile wizard... (Page 140)

Apply inventory data profile... (Page 112)

Create installation report... (Page 88)

Determine inventory data

● Determining inventory data in the network view (Page 93)
● Determining inventory data in the plant view (Page 98)

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Symbols Menu command

Exporting inventory data
● Exporting inventory data in the network view (Page 94)
● Exporting inventory data in the plant view (Page 104)
Installing SIMATIC software (Page 78)

5.2.4 Project view

5.2.4.1 Network view

Select the network view when you wish to perform the following with Management Console:
● Determine the inventory data of computers
● Install software on target computers (remote installation)

Note
Following installation of the Management Console
The following objects are displayed in the network view following installation of the
Management Console:
● "Network" node
● "Non-licensed Computers" (computer which has no SMAgent license)
● "Non-assigned Computers" group (includes newly discovered computers in the same
subnet with installed and activated SIMATIC Management Agent service)
● Name of the computer with the local Management Console.

Preparing the network view

To be able to use the functions of the Management Console, you must add the computers of the
network to the Management Console. You can find information on this in the following sections:
● Section "Create group (Page 62)"
● Section "Assigning computers (Page 57)"
● Section "Adding computers (Page 59)"

Objects in the network view

The network view shows the computers of the network in a tree structure defined by the user.

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The following computers are displayed in the network view when the Management Console
opens:
● Computers with an activated SIMATIC Management Agent are detected automatically.
● Computers that have already been assigned to the Management Console. The computers
are shown regardless of their availability.

Object Meaning
Non-assigned comput‐ The computer has been recognized by the Management Console.
ers1) Note:
To be able to use the functions of the Management Console, you must assign
the computer to the Management Console.
Non-licensed comput‐ The following functions are used in this node:
ers ● SMAgent Update
● Determine inventory data
● Export inventory data
Assigned computers 1)
The computer has been assigned to the Management Console.
Options:
● The computer communicates with the Management Console.
● The computer does not communicate with the Management Console.
Examples of such computers are:
– Computers which are switched off.
– Computers which have been excluded from the analysis for servicing
purposes.
– Different pre-shared key between Management Console and
computers with installed SIMATIC Management Agent
Additional information is available in the section "How to change the
pre-shared key on a computer at a later time (Page 70)".
Groups with comput‐ Every user of the Management Console can create groups and move com‐
ers1) puters within the Management Console.
1)
See symbols in the network view

Symbols in the network view

An symbol indicates the current status of a computer. You can find additional information about
this in the section "Symbols in the network view (Page 43)".

Updating the view

For an up-to-date display of the computers connected to the Management Console, select the
menu command Edit > Update network view (F5).

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Information is displayed in the tabs in the details area when you click on a SIMATIC PC station.

Note
For all other objects, no data is displayed (network nodes, groups, non-assigned or non-
accessible computers).

Additional information
● Section "Starting the Management Console (Page 35)"
● Section "Create group (Page 62)"
● Section "Network view (Page 126)"

5.2.4.2 Symbols in the network view

Table 5-1 Symbols for the type

Icon Meaning
Network folder
Computers located directly in the network folder are assigned to the local Management
Console.
Group

Computer

Table 5-2 Symbols for the status of groups

Icon Status Meaning

Plant-specific group This group contains the computers which are assigned to this
group on the local Management Console.
Non-assigned com‐ This group contains the computers which are not assigned to the
puters local Management Console.
Action "running" Actions have been started for at least one computer in this
group. At least one action has not yet been completed.
Action "successful" Actions started for the computers in this group have been com‐
pleted successfully.
Action "faulty" Actions have been started for at least one computer in this
group. At least one error was detected during execution.
● Open the group folder and check the messages for
computers with action errors.
● For additional information, see symbol for '"Action faulty"
computer'.

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Table 5-3 Symbols for the status of computers

Icon Status Meaning

Not assigned The computer has been recognized by the Management Con‐
sole or the pre-shared key on the assigned computer differs
from the pre-shared key of the local Management Console.
● To be able to use the functions of the Management Console,
you must assign the computer to the Management Console.
Causes
Computers are marked with the "Not assigned" symbol in the
following cases:
● After the user logs on:
– The computers are not assigned to any Management
Console.
– The authentication between the Management Console
and the target computer has failed.
You can find additional information on this topic in the
section "Managing rights (Page 21)".
● After updating the view:
– The computers are not assigned to any Management
Console.
– The computers are already assigned to another
Management Console.
Assigned The computer is assigned to the local Management Console and
is available.
Check The Computer is being checked.

Not available The computer is assigned to the local Management Console but
is not available.
Action "running" Actions have been started for this computer. At least one action
has not yet been completed.
Action "successful" Actions started for this computer have been completed success‐
fully.
Action "running" - er‐ Actions have been started for this computer. At least one error
ror detected was detected during execution.
● Check the messages for computers with action errors.
Action "completed" - All actions are finished for this computer. At least one error was
error detected detected during execution.
● Check the messages for computers with
action errors.
SIMATIC Manage‐ The computer has been assigned to the local Management
ment Agent not up to Console and is available.
date Important
● The "SIMATIC Management Agent" service must be
updated.
Information on this is available in the section "Updating the
SMAgent".

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Table 5-4 Symbols for readiness of computers for installation

Icon Status Meaning

Status unknown The status of the computer has not been determined yet.

Ready for installation The computer is ready for installation.

Not ready for installa‐ The computer is not ready for installation.
tion You can find additional information about this in the section
"Computer is not ready for installation (Page 118)"

5.2.4.3 Plant view

Select the plant view when you want to use the Management Console to determine the
inventory data of PCS 7 plants.

Note
Following installation of the Management Console
The plant view only shows the "Plants" node.

Preparing the plant view

The following steps must be taken to display information about objects of the PCS 7 plants in
the plant view:
1. Add the engineering stations to the Management Console.
You can find additional information about this in the section "Settings... (Page 131)".
2. The PCS 7 projects of the plants are available.
You can find additional information about this in the section "Dialog box "Add plant (2/2) -
Select projects" (Page 98)".

Plant view objects

When you select an object within a project in the plant view, information on the selected object
is displayed in the "Inventory data" tab.

Object (examples) Nested objects (examples)

SIMATIC station (automation sys‐ CPU
tem) Communications processors
Modules of the central and distributed I/O
Switches Modules
Field devices
External components Customer components Example: Printer, Displays, Switches.

Symbols in the plant view

A symbol indicates the current status of the objects in the plant view. You can find additional
information about this in the section "Symbols in the plant view (Page 46)".

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Updating the view

Determine the inventory data in the plant view again.

Additional information
● Section "Starting the Management Console (Page 35)"
● Section "Plant view (Page 127)"

5.2.4.4 Symbols in the plant view

Table 5-5 Symbols for the type

Icon Meaning
Attachment folder

Multiproject in the plant view

Project in the plant view

Rack
SIMATIC station

SIMATIC H station

I/O module, power supply, CP, CPU, etc.

Components added in the hardware configuration (e.g. WinCC application, etc.)
Field device

PC station / Automation system

Network switch

External components

5.2.5 Details areas in the network view

5.2.5.1 "Details area" overview in the network view

Information in the details area

The details area displays information on an object selected in the project view. This central area
shows context-sensitive information.

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Updating the display

The following objects can be updated in the network view:
● Network folder
● Non-licensed computers
● Groups
● Individual computers

Tabs in details area

In the details area, you will see the following tabs:
● "Installed SIMATIC software" tab (Page 47)
● "Inventory data" tab (Page 48)
● "License keys" tab (Page 48)
● "Device status" tab (Page 49)

5.2.5.2 "Installed SIMATIC software" tab

Display of information of a selected computer.
On the "Installed SIMATIC software" tab, you can view the software DVD details, software
packages and software installed on the computer.
The software DVD details of the product are displayed at the beginning of the table. You can
view the software DVD details such as Product Name, Version, Release Version, Technical
Version and Installation Date. The software DVD details are displayed in bold.
You can view only the name and Installation date of the installed software packages. This
information is also displayed in bold.
The software installed from the software package are also displayed in the table. The installed
software details such as Version, Release Version, Technical Version, and Installation Date
are also displayed.

Note
You can view only the installation date for the software package but not the version details of
the software package.
The installation date of the software package is not modified due to the installation of an update
for the software package.

The column "Latest version" is displayed on the "Installed SIMATIC software" tab only when the
software versions are compared through "Compare SIMATIC software versions..." option. This
column lists the latest version of the installed software and the values in the "Latest version"
column is displayed only when there is a difference between the installed version and latest
version of the software.

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If the software version is different from the version specified in the version definition file (XML),
then the installed software details are displayed in red. If the software version is same as the
version in the XML file, then the installed software details are displayed in black.
If SIMATIC software version comparison is applied for a network, group or a computer, the
status of the computer is displayed as "Comparison of SIMATIC software versions:<applied
date and time>" at the top of the tab.
If inventory details are determined for the network, the status is changed to "Inventory
determined: <date and time>"and the "Latest version" column is not displayed.
For more information on the SIMATIC software version comparison feature see, Comparing
SIMATIC software versions (Page 89).

Procedure
You can find additional information about this in the section "Determining inventory data in the
network view (Page 93)".

5.2.5.3 "Inventory data" tab

The "Inventory data" tab displays information on an object selected in the project view.
In the network view, the inventory data of a computer that has been assigned to the
Management Console are determined.

Procedure
You can find additional information about this in the section "Inventory data in the network view
(Page 93)".

5.2.5.4 "License keys" tab

The license keys found on computers using the "Determine inventory data" function can be
displayed in this tab.

Note
Detailed information on license keys
Detailed information on license keys can be obtained with the Automation License Manager.
The "Status" column only shows the following information for the respective license key:
● Installed
● Used
Details of the other columns can be found in the description for the Automation License
Manager.

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Procedure
You can find additional information about this in the section "Determining inventory data in the
network view (Page 93)".

5.2.5.5 "Device status" tab

The "Device status" tab shows the status information and operating modes of the selected
computer in the network view.

Requirements
● The computer is connected to the Management Console.
● The network view is opened, and a computer is selected.

Procedure
1. You can find additional information about this in the section "Determining inventory data in
the network view (Page 93)".
Note
Update time
The information in the "Device status" tab is updated after the following events:
● After a computer in the network view is selected for the first time (change to another PC
or back)
● Automatically after expiration of the update time for devices (see paragraph "Setting the
update")
Setting the update
● The device status is automatically updated in the SIMATIC Management Console.
● You can specify the cycle time for updating in the menu Options > Settings > "Update
device status" tab (Page 131).

Result
● Up-to-date information for available computers is shown in the details area.
● The latest status information is displayed for the selected computer in the "Device status"
tab.

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Status information
The status information contains computer-specific properties:
● Connection status
Shows the status of the connection to the Management Console:
– Connected
– Physically available
– Not available
● Action
Shows the status of the current action or the last action executed.
Examples:
– SIMATIC software installation running without errors since <date, time> ....
– SIMATIC software installation completed without errors <date, time> ....
● Agent Version
Shows the version of the "SIMATIC Management Agent" service installed on the computer.
● Role
Displays the configurations of the PC stations based on the installed software packages.
Examples:
– OS server
– OS client/engineering station
You can find additional information on this in the Process Control System PCS 7; PCS 7 -
PC Configuration documentation.
● Operating mode (WinCC)
Displays the determined operating mode of WinCC for the computer. Options:

Operating mode Information on the product

--- Product is not installed or no project is open.
Active Process mode active
Inactive No process mode
State change Product is installed, the operating mode is currently being
changed.
Not initialized Product is installed but the role has not yet been initialized.
Unknown Product is installed but the role could not be determined.

● Autostart (WinCC)
Displays the determined AutoStart configuration of WinCC and the activated project for the
computer. Options:

AutoStart Information on the project

Active The path and name of the activated project are shown.
Not active AutoStart is not activated.

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● Operating mode (BATCH)

Shows the determined operating mode of SIMATIC BATCH for the computer. Options:

Operating mode Information on the product

--- Product is not installed or no project is open.
Active Process mode active
Inactive No process mode
State change Product is installed, the operating mode is currently being
changed.
Inactive, ready to install Product is installed but the role has not yet been initialized.
Unknown Product is installed but the role could not be determined.

● AutoStart (BATCH)
Displays the determined AutoStart configuration of SIMATIC BATCH and the activated
project for the computer. Options:

AutoStart Information on the project

Active AutoStart is activated.
--- AutoStart is not activated.

● Operating mode (Route Control)

Displays the determined operating mode of SIMATIC Route Control for the computer.
Options:

Operating mode Information on the product

--- Product is not installed or no project is open.
Active Process mode active
Inactive No process mode
State change Product is installed, the operating mode is currently being
changed.
Inactive, ready to install Product is installed but the role has not yet been initialized.
Unknown Product is installed but the role could not be determined.

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● Autostart (Route Control)

Displays the determined AutoStart configuration of SIMATIC Route Control and the
activated project for the computer. Options:

AutoStart Information on the project

Active AutoStart is activated.
--- AutoStart is not activated.

● Redundancy status
Displays the determined redundancy status for the computer. Options:

Redundancy status Information on the redundancy status

Not initialized Product is installed but the role has not yet been initialized.
Master (redundant partner The computer is the master of the redundant computer pair. The
<computer name>) redundant partner <computer name> is available.
Standby (redundant partner The computer is ready for operation. The computer can take over
<computer name>) the tasks of the redundant computer <computer name>.
Error Redundancy faulty. Correct the fault.
--- Redundancy is not available for the role of the computer (e.g. ES
is not installed/enabled)

See also
Plants with PCS 7 V8.0: Notes on functions (Page 143)

5.2.6 Details area in the plant view

5.2.6.1 "Details area" overview in the plant view

Information in the details area

The details area displays information on an object selected in the project view. This central area
shows context-sensitive information.

Updating the display

In the plant view, you can update information on the object using the "Determine inventory data"
shortcut menu. The information is shown only in the "Inventory data" tab.

Tabs in details area

In the details area, you will see the following tabs:
● "Inventory data" tab (Page 53)

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5.2.6.2 "Inventory data" tab

The "Inventory Data" tab displays inventory data of the object (project / multiproject) selected
in the plant view.
In the plant view, the inventory data of the object selected in the tree structure is determined.
The determined plant inventory details of the selected component are displayed in this tab. On
the “Inventory Data” tab, you can view the selected object and its configured devices in the tree
view. You can also view other plant inventory details such as property of the device, value
(offline), and value (online) details.
The inventory data determined from configuration data on the engineering machine is
displayed in the Value (offline) column and the inventory data determined from device is
displayed in the Value (online) column.
When the configuration data (offline) is determined it overwrites the existing plant inventory
details and the Management Console displays only the latest value (offline) details. When the
device data (online) is determined, both Value (offline) and Value (online) details are displayed.

Note
If connection to the Automation system device is not available, then the determined device data
(online) displays only offline values.

Procedure
You can find additional information about this in the section "Inventory data in the plant view
(Page 96)".

5.2.7 Status bar

The status bar is the lowest bar in the dialog box of the Management Console.

Layout
Below, you will find an overview of the elements in the status bar:

Cell Information Notes

1st cell Information about menu When you move the mouse pointer over one of the following
functions objects, information about the menu function is displayed:
● Menu commands
● Icons in the toolbar
2nd cell Information on the plant Currently running action
3rd cell view A bar shows the progress of an ongoing action.

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Cell Information Notes

4th cell Information on network Information on updating the network view
5th cell view A bar shows the progress of the network view update.
(only for "Update net‐
work view")
6th cell Logged-on user Shows the Windows user logged on to the Management Con‐
sole.

5.2.8 Messages and events

Status information
Status information of all Management Console objects is displayed in lists.
Default setting:
New entries are added in the first row and scrolling is automatic.
The lists are available at the following locations:
● In the details area: ""Messages" area (Page 55)"
This information is deleted when the following actions are performed:
– The Management Console is closed.
– The Console GUI language is switched.
Information for the following objects is only displayed in the "Messages" tab:
– Unavailable PC stations
● In the ""Event display" dialog box (Page 56)"
This information is saved and retained even when the Management Console is closed.

Configuring columns
● Sorting a column:
Left-click on the header of the relevant column to sort in ascending or descending order.
● Hiding and showing a column:
– Right-click on the relevant table header
– In the shortcut menu, select which columns are shown and hidden.
– To change the display, click on the corresponding menu entry.

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5.2.8.1 "Messages" area

Messages
Messages for all objects of the Management Console are displayed. These messages are
deleted in the following cases:
● The Management Console is closed.
● The user interface language is switched (menu: "Options > Language...).

Entries in the "Messages" tab

A message consists of the following data:
● Date/time
● Computer name
● Description of the event which has occurred.

Export
The information displayed in the message list can be exported to a CSV file.
1. Select the shortcut menu command Export... in the message list.
2. In the "Save as" dialog window, enter the name of the export file and select the path where
the export file should be stored.
– "Save" button:
The information is exported.
– "Cancel" button:
The information is not exported.
The CSV file can be processed further (e.g. in Microsoft Excel).

Delete
Information displayed in the message list can be deleted.
Select the shortcut menu command Delete all in the message list.

Autoscroll
New messages are automatically displayed in the message list if the default setting for
"Autoscroll" in the Management Console is not changed.
If you want to change this setting, select the shortcut menu command "Autoscroll" in the
message list.
● Select the check box on the menu command which means Autoscroll is activated.
● Clear the check box on the menu command which means Autoscroll is deactivated.

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Showing message information

If a message information is not completely displayed in the message list, you can use the
shortcut menu command Display message information text to open a window in which the
complete message is displayed.

5.2.8.2 "Event display" dialog box

The event display logs information on operator actions and changes in the Management
Console. The event display is shown in a separate dialog box.

Calling the event display

To do this, select the menu command View > Event display... .
The event display shows information on the following:
● Logons to and logouts from the Management Console
● Available computers that are assigned to the Management Console
Note
Display for non-assigned and unavailable computers
● "Computer not accessible" event
For unavailable computers.
● No event display
For non-assigned computers.

Entries in the event display

An entry consists of the following data:
● User name
● Date/time
● Event (short description)
● Description of the event which has occurred.
● Computer name
● Type: Alarm, warning, information

Log
The following events are logged in the event display:
● Activation of the computer role "SIMATIC Management Console"
● Assign / cancel assignment of computers to the Management Console
● User logon to the Management Console

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● Feedback on installations
– Performed actions/functions
– Faulty actions/functions
● Activation of Demo mode

Export
The information shown in the event display can be exported to a CSV file.
1. Click "Export..." in the event display.
2. In the "Save as" dialog window, enter the name of the export file and select the path where
the export file should be stored.
– "Save" button:
The information is exported.
– "Cancel" button:
The information is not exported.
The CSV file can be processed further (e.g. in Microsoft Excel).

Delete
The information shown in the event display can only be deleted by users with administrative
rights.
● "Delete all" button:
All entries in the event display are deleted.

5.3 Configuring the Management Console

5.3.1 Assigning computers

Once the Management Console has been started, computers on which the "SIMATIC
Management Agent" is activated attempt to establish communication with the Management
Console.
● If communication is successfully established, the computers then appear in the
Management Console tree structure.
Display:
"Non-assigned computers" folder in the network view.
● Computers which have already been assigned to the Management Console always appear
in the Management Console tree structure.
Display:
Under the "Network" folder or groups, groups can be created.
Under the "Non-licensed computers" folder.

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Requirements
● The user is logged on as the administrator of the Management Console (see section
"Managing rights (Page 21)").
● You should group the computers to ensure that administration tasks in networks can be
executed efficiently. You can find information on this in the following sections:
– Section "Create group (Page 62)"
– Section "Delete group (Page 124)"

Assigning computers (establishing identification)

1. Select the "Non-assigned computers" group in the network view.
2. Select a computer.
3. Select the Assign computer command in the shortcut menu.
4. Select the <Group> or the Network folder or Non-licensed computers from the submenu.
Note that only the groups of the first level below the "Network" folder are displayed.
The identification process is started.
Note
The "Non-licensed computers" folder can be used only to update SMAgent, determine
inventory data and export inventory data. This folder groups computers for which a
corresponding SMAgent license is not installed.

If the identification process between the Management Console and the computer is
successful, the computer is assigned to the Management Console:
– The computer is moved according to the selection.
– The symbol is updated.
You can find information on the symbols in the section "Network view (Page 41)"

Note
Rule for redundant computers
Always insert the computers of a redundant pair into the same group.

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Note
Disable assignment
Removing assigned computers from the management:
Options:
● Shortcut menu item "Cancel assignment"
● Use the shortcut menu "Assign computer" to move the computer to the default group "Non-
assigned computer".
● The assignment of the computer to the Management Console can also be made by dragging
the computer to the default group "Non-assigned computer".
You can move computers that are not available in the network to the "Non-assigned computers"
group. After refreshing the network view, these computers are no longer present in the tree
structure.

Updating the display

For an update of the information displayed, select:
● the menu command Edit > Update network view
or
● Press the (F5) key

Computers outside the local network

Computers which are not located in the local network can be manually assigned to the
Management Console. You can find additional information about this in the section "Adding
computers (Page 59)".

Additional information
● Section "Update or repair SMAgent (Page 63)"
● Section "Disable console assignment (Page 125)"
● Section "Canceling the assignment of a computer (Page 61)"

5.3.2 Adding computers

Computers can be assigned to the Management Console manually. You can log on computers
to the Management Console with this function, even if these computers do not exist in the
subnet of the Management Console.
The following are examples of this:
● The computers are located outside the accessible network
● The computers are configured for expansion or change of the network (preparing
configuration).

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Note
Rule for redundant computers
Always insert the computers of a redundant pair into the same group.

Manually assigning computers outside the subnet

The following requirements apply if you want to assign computers outside the Management
Console subnet to the Management Console:
● The authorizations are configured.
You can find information on this in the section "Managing rights (Page 21)".
● The gateways are configured.
You can find information on this in the section "Communication using different subnets
(Page 30)".
● If the Management Console computer is a member of a domain, the computers to be
assigned to the Management Console must belong to a trusted domain.

Procedure
1. Select a folder in the network view (network or group).
2. Select the "Add computer..." command in the shortcut menu.
The "Add computer" dialog opens.
3. Enter the name of the computer. Click "OK".
If you want to add multiple computers, separate the computer names with semicolons.

Result
The computers are displayed in the selected folder. The icon in front of the computer name
indicates the status.
You can find information on this in the section "Symbols in the network view (Page 43)".
When your SMAgent license count is not enough for the inserted target pc, then the target pc
is added to "Non-licensed computers" node.

Additional information
● Section "Canceling the assignment of a computer (Page 61)"
● Section "Disable console assignment (Page 125)"

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5.3.3 Canceling the assignment of a computer

Disable console assignment

If you wish to assign a computer to a different Management Console, you have to cancel the
console assignment to the local Management Console.
Depending on the desired result, choose one of the following options:
Changing the console assignment of individual computers
1. Select the computer.
2. Select one of the following shortcut menu commands:
– Assign computer > Non-licensed computers
– Assign computer > Non-assigned computers
Changing the console assignment of all computers
1. If you wish to continue using the configured settings of the Management Console for another
computer, back up the data.
You can find additional information about this in the section "Back up data... (Page 123)".
2. Select the menu command "Disable console assignment (Page 125)".
3. Start the Management Console to which the computers of the plant are assigned. Assign the
computers to this Management Console.

Note
Canceling the assignment of a computer
When you remove the assignment of a computer to a Management Console, the associated
pre-shared key is removed.

Result
The computers are moved to the "Non-assigned computers" group and receive the status "Non-
assigned". You can find information on the symbols in the section "Symbols in the network view
(Page 43)".

5.3.4 Reset status

This menu command is used to update the icons displayed at the object.

Procedure
1. Open the Management Console in the network view...
2. Select a single computer, a group, or root "network".
3. Select the menu command "Reset status" from the shortcut menu.

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Additional information
● Section "Update network view (Page 125)"

5.3.5 Create group

Administration of groups
You should group the computers to ensure that administration tasks in networks can be
executed efficiently.
● Each computer can be assigned to any group depending on the number of licenses
available.
● A computer may either be in no group at all or in a maximum of one group.
The following functions can be executed:
● Create group
● Rename group
● Delete group (Page 124)
You will find a tree structure with the existing groups in the Management Console network view:
● "Network" group
● "Non-assigned computers" group
● "Non-licensed computers" group
● Groups created by an administrator

Requirements
● The user is logged on as the administrator of the Management Console (see section
"Managing rights (Page 21)").
● Preparation for use of the Management Console is complete.
You will find information on this in the section "Installing the Management Console
(Page 24)".

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Create group
Once the Management Console has been started, computers on which the "SIMATIC
Management Agent" is activated attempt to establish communication with the Management
Console. If no plant-specific groups have as yet been created, create plant-specific groups and
assign the computers to the plant-specific groups.
Recommendation:
Working with the Management Console in larger plants becomes more manageable when you
create plant-specific groups (for example, dividing up computers into groups of servers and
assigned clients; distribution according to plant areas).
1. Select the network folder in the network view.
2. Select the menu command Create group in the shortcut menu.
3. Enter a name for the plant-specific group.

Additional information
● Section "Network view (Page 41)"
● Section ""Edit" menu (Page 124)"
● Section "Adding computers (Page 59)"
● Section "Assigning computers (Page 57)"

5.3.6 Update or repair SMAgent

The shortcut menu function "Update SMAgent..." is only available for target computers on
which the "SIMATIC Management Agent" is installed.
A prerequisite for using the Management Console is that the version of the "SIMATIC
Management Agent" installed must be identical to the version of the Management Console to
which it is assigned to.
Before you update the SMAgent from V8.2 to a higher version, there must be no pending files
on your target computer and the same user account must be used which was used in the earlier
versions to perform SMAgent Update to a higher version.

NOTICE
Computers with SIMATIC BATCH prior to PCS 7 Version 8.1 SP1
The SIMATIC Management Agent cannot be updated via the Management Console.
Install the SIMATIC Management Agent on the local computer via the setup from the following
folder of the SIMATIC PCS 7 DVD 2:
Additional_Products > SMA__Vx.x.

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Note
Updating the "SIMATIC Management Agent" service is prohibited for target computers on
which one of the following software packages is installed:
● Process Historian
● Information Server
● Web option for OS
– Web Server
– Web Client or Web Diagnostic Client
Updating the "SIMATIC Management Agent" service is possible as of installed version
8.1.
You can update the "SIMATIC Management Agent" service on a target computer on which web
server is in runtime by enabling the "Web server Settings". For additional information, please
refer to the section Settings... (Page 131).
You cannot update the "SIMATIC Management Agent" service (from an older version to current
version) on a target computer with SIMATIC Management Console installed on it.

Basic procedure
The following actions are required for updating the "SIMATIC Management Agent" service:
● Update the "SIMATIC Management Agent" service on the target computer using the
Management Console.
● Deactivate the process mode on the target computer by SIMATIC Management Agent when
it is necessary for the update. This is because reboots are executed for updates older than
V8.2.
● Close any open project on the target computer by SIMATIC Management Agent, when it's
necessary for the update. This is because reboots are executed for updates older than V8.2.
● Update SMAgent.

Note
● Reboot the target computer by the Management console, if necessary.
● Activate the process mode by SIMATIC Management Agent when Autostart is configured.

Computers with different versions of the "SIMATIC Management Agent" service

The Management Console automatically checks the version of the "SIMATIC Management
Agent" service on each computer. The following versions are compared during the check:
● Version of the service on the Management Console computer
● Version of the service on the target computer in the network

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If the comparison shows a difference in the versions, the respective target computer in the
network (not the Management Console computer) is marked with the following symbol in the
network tree view:

That means, the version of the "SIMATIC Management Agent" is different to the version on the
Management Console computer. Only the "Update SMAgent" function is available for the
computers marked with this symbol. All functions are available after updating the service.

Requirements
● The "SIMATIC Management Agent" setup is available on a shared storage path (DVD, file
server or local folder).
● A share has been set up for the user for this storage path.
● The storage path is entered in the "SIMATIC Management Agent" tab. Storage path:
"SIMATIC PCS 7 DVD 2: Additional_Products > SMA__Vx.x. " or a copy from the SMAgent
Setup.
● The user is a member of the Windows user group "SIMATIC Management Administrators".

Note
Requirement for shared update of SIMATIC Management Agents (group or multiple
computers).
When you select computers for shared update of SIMATIC Management Agents, the same
version of the SIMATIC Management Agent must be installed on these computers.
Example:
The shared update of SIMATIC Management Agents of version 8.0 SP2 and version 8.1 SP1
is not possible when the computers are in the same group. An error message will be displayed.

Procedure
1. Select an object in the network view.
– Network
– Group
– Computer
– Non-licensed computers
2. Select Update SMAgent... from the shortcut menu.
– The "SIMATIC Management Agent Setup" dialog opens.
– The "SIMATIC Management Agent" setup is selected or can be selected if a SIMATIC
Management Agent Setup has not been entered in the "Settings" option.
3. Select the setup. Click "Next". The "Install SIMATIC software (2/4) - Computer status" dialog
for the selected setup is displayed.

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4. Make the necessary settings. You can find additional information about this in the section
"Dialog "Install SIMATIC software (2/4) - Computer status" (Page 85)".
5. Click "Next".
The "Install SIMATIC software (3/4) - Configure start behavior" dialog opens.
6. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (3/4) - Configure start behavior" (Page 86)".
7. Click "Next".
The "Install SIMATIC software (4/4) - Requirements for the installation of the SIMATIC
software" dialog opens.
8. On the "Install SIMATIC software (4/4) - Requirements for the Installation of the SIMATIC
software" dialog, you can select the below option to continue with the update:
"I have read the readme file for the products to be installed. I confirm that I have read and
understood the installation and security information".
9. Select one of the following check boxes based on the setting:
"I have made sure that no setups are active or have been started by other processes on the
target computers".
"I agree that process mode is ended on the target systems".
10.Click "OK".
The actions required to update SIMATIC Management Agent are performed.

Result
The service is updated on all computers that were selected for installation.
Once the update is complete, the status symbol for the computers in the network view is also
updated.

Updating the SMAgent on computers in different subnets

If the SIMATIC Management Console and the target computers with installed SIMATIC
Management Agent are located in different subnets, you must consider the following criteria:
● If the computers are supposed to continue communicating across subnet boundaries as
they did before the SMAgent update then, you must check or re-establish the system-
specific configuration of the Windows Firewall.

Additional information
● You can find additional information on installing SIMATIC software in the section "Installing
SIMATIC software" (Page 78)
● Section "Communication using different subnets" (Page 30)

See also
Updating SIMATIC software (Page 81)

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5.3.7 Backing up and restoring a project

The configuration and settings for the Management Console can be backed up to a file. Using
the saved file, the configuration and settings can be restored on any computer with installed
Management Console.

See also
Back up data... (Page 123)
Restore data... (Page 123)

5.4 Using communication

5.4.1 Connecting
As of V8.2, the frames to establish a connection between the Management Console and
managed computers with installed and activated service "SIMATIC Management Agent" are
protected by a Pre-Shared Key.

Pre-shared key
● The pre-shared key is an application-specific, shared network key that was agreed to
beforehand.
The protection only involves the connection frames required for the application of the
Management Console. The pre-shared key has no effect on the connection frames from
other applications.
● You enter the pre-shared key for the first application of the Management Console.
The Management Console automatically assigns the pre-shared key to a computer when it
is initially assigned to the Management Console.

Note
Canceling the assignment of a computer
When you remove the assignment of a computer to a Management Console, the pre-shared
key is removed on this computer.

Note
Make sure that the PSKs (Pre-shared keys) are invalidated in the whole plant (e.g. by setting
a new PSK using "SIMATIC Management Agent Configurator"), when a SIMATIC Management
Console computer is decommissioned.

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Updating the pre-shared key

Recommendation: Change the pre-shared key regularly. To do this, select the menu
command Options > Set pre-shared key... .
● The pre-shared key is changed on the Management Console with the following effect:
The update of the pre-shared key is applied to all computers assigned to the Management
Console if these could be reached until the assignment was completed.
● If a computer assigned to the Management Console cannot be reached for the update of the
pre-shared key, the following applies:
A message in the alarm/event log of the Management Console indicates the non-updated
computer.
Remedy error:
Open the "SIMATIC Management Agent Configurator" locally on the non-updated computer.
You can find additional information on this in the section "How to change the pre-shared key
on a computer at a later time (Page 70)".

Rules for establishing a connection

The following applies to the connection between SIMATIC Management Console and SIMATIC
Management Agent:

Network in which the computer is located The following applies to the connection:
Management Console Plant computers with SI‐
MATIC Management
Agent
Domain Domain Connection possible
Workgroup Workgroup
Domain Workgroup No connection possible.
Workgroup Domain

● If both connection partners are in a Windows domain, connection is possible.

The Kerberos protocol is used for the connection.
● If both connection partners are in a Windows workgroup, connection is possible.
The NTLM protocol is used for the connection.
● If only one connection partner is a member of the domain, no connection is possible.

Connection establishment behavior depending on pre-shared key

The following applies regarding connection establishment between Management Console and
computers in the plant:

Pre-shared key The following applies to the connection:

On the Management On the plant computer
Console with SIMATIC Manage‐
ment Agent
Same pre-shared key Connection possible
Pre-shared key No pre-shared key Pre-shared key is saved, connection possible

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Pre-shared key The following applies to the connection:

On the Management On the plant computer
Console with SIMATIC Manage‐
ment Agent
Pre-shared key Different pre-shared No connection possible > Message in the event log
key of the Management Console.
Same pre-shared key, but the plant computer is Check the connection and correct the settings if
assigned to another Management Console. necessary.
Note: A plant may only have one Management You can find additional information about this in
Console. the section "Relocate the Management Console in
the network (Page 33)".

Firewall
PC stations can be located in different subnets in a network. The subnets can, for example, be
connected by routers and protected by a firewall. The firewall rules must be adapted to allow
access to the other network in each case. You can find information about this in the
documentation Process Control System PCS 7; PCS 7 - PC Configuration.

Additional information
● Section "Starting the Management Console (Page 35)"
● Section "SIMATIC Management Agent Configurator (Page 69)"

5.4.2 SIMATIC Management Agent Configurator

As of SIMATIC Management Console V8.2, connection frames between the Management
Console and computers with activated SIMATIC Management Agent are encrypted.
The pre-shared key must be entered for the first application of the Management Console.

"SIMATIC Management Agent Configurator" dialog box

Information displayed: Meaning

Currently connected SIMATIC Manage‐ Displays the name of the computer on which the currently
ment Console connected SIMATIC Management Console is installed.
This entry can be empty when the computer is not connected
to a SIMATIC Management Console.
Last assigned SIMATIC Management Displays the name of the computer to which the local com‐
Console puter had established a connection with a SIMATIC Manage‐
ment Console.
This entry can be empty when the computer was not connec‐
ted to a SIMATIC Management Console.

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Actions with the "SIMATIC Management Agent Configurator"

You can do the following using the "SIMATIC Management Agent Configurator" application:

Actions Meaning
Reset pre-shared key Deletes the pre-shared key on the local computer that was
assigned by a SIMATIC Management Console or a user.
New pre-shared key... Opens the dialog box "Set pre-shared key..." .
You can find information on this in the section "Set pre-
shared key... (Page 130)".
The action only has an effect on the local computer.

5.4.3 How to change the pre-shared key on a computer at a later time

Note
The Management Console can only establish communication links to computers for which the
same pre-shared key is configured.

It may be necessary that you change the pre-shared key for a computer in a plant at a later time
(for example, after restoring a configuration by using a backup).

Requirements
● Administrative rights are required to change the pre-shared key.
● Execute the action on the local computer.

New pre-shared key

1. Open the SIMATIC Management Agent Configurator as administrator in the "Siemens
Automation" folder from the Windows Start menu.
The "SIMATIC Management Agent Configurator" dialog box opens.
2. Click "New pre-shared key".
The "Set pre-shared key" dialog box opens.
3. Enter the pre-shared key defined in the Management Console into the input boxes.
You can find information on this in the section "Set pre-shared key... (Page 130)".
4. If it matches the pre-shared key, the current Management Console is shown in the dialog
window.
5. Click "OK".
6. Click "Close".

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Reset pre-shared key

1. Open the SIMATIC Management Agent Configurator as administrator in the "Siemens
Automation" folder from the Windows Start menu.
The "SIMATIC Management Agent Configurator" dialog box opens.
2. Click "Reset pre-shared key".
The pre-shared key is assigned to the computer from the Management Console.
3. Click "OK".
4. Confirm the restart of the SIMATIC Management Service. Click "OK".
5. Click "Close".

See also
SIMATIC Management Agent Configurator (Page 69)

5.5 Installing and updating software

5.5.1 Software Update

Note
The following computers are changed by the steps to be executed:
● Computers with installed SIMATIC Management Console
● Computers in the plant with installed SIMATIC Management Agent

Prerequisites
● Installed software on the computer with installed SIMATIC Management Console
– SIMATIC Management Console as of V8.1
● Required software packages
– SIMATIC Management Console V9.0; SIMATIC Management Agent V9.0

Basic procedure
The SIMATIC Management Console is updated in four steps:
1. Store the installation files.
2. Back up the configuration and setting data of the SIMATIC Management Console.
3. Update the computer with installed SIMATIC Management Console.
4. Restore the configuration and setting data of the SIMATIC Management Console.

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Storing the installation files

1. Use the PCS 7 DVDs with the following structure:
– …\PCS7_Vxx\DVD_1\
– …\PCS7_Vxx\DVD_2\

Note
● The software packages to be installed must be available on a shared path.
● Ensure that the selected path names do not exceed 85 characters when you set the paths
for the software.
● Select a path with a unique name for each software package. For example:
– \\<Computer>\<Path>\<SMMC_Version_and_Date> (example path for the SIMATIC
Management Console Vxx software package)
– \\<Computer>\<Path>\<SMA_Version_and_Date> (example path for the SIMATIC
Management Agent Vxx software package)
● Ensure that you only unzip the Web Package. Enable the option "Extract the product without
being installed".

Backing up the configuration and setting data

To backup the configuration and setting data:
1. Start the "SIMATIC Management Console" application.
2. Select "File > Back up data...".
3. Follow the instructions in the dialogs. The following data is backed up:
– Configuration and setting data
– Inventory data
– Information of the "Event List"
4. Select "Edit > Disable console assignment"
5. Close the "SIMATIC Management Console"

Updating the computer with installed SIMATIC Management Console

1. Open the path in which you have stored the SIMATIC Management Console software
package. Information on this step is available in paragraph "Basic procedure", step 1: in the
example "...\SMMC_Version_and_Date" or starts the setup.exe in the PCS 7 DVD1.
2. Start the setup.exe file. Follow the instructions in the dialogs.
3. Perform a restart of the computer once the installation is complete.
The installation of the new version of the SIMATIC Management Console is complete.

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Restoring the configuration and setting data

You need to restore the configuration and setting data of the SIMATIC Management Console.
Follow the steps outlined below:
1. Start the "SIMATIC Management Console" application.
2. Select "File > Restore data...".
3. Select the path of the backed up configuration and setting data.
4. Perform a restart of the computer once the restoration is complete.
The restoration of the configuration and setting data is complete.

Result
The update of the SIMATIC Management Console is complete.

Requirements

Note
Installation
Updating software using the Management Console is not permitted for some software and
package installations of PCS 7.
The following software and package installations of PCS 7 can only be distributed as new
installations with the SIMATIC Management Console:
● Process Historian
● Information Server
● OpenPCS 7 (update of the "SIMATIC Management Agent" service possible as of installed
version 8.1).
● Web Option for OS
(Web Client or Web Diagnostic Client: Updating the "SIMATIC Management Agent" service
is possible as of installed version 8.1).
This software needs to be manually installed for a software update.

Note
Software update of PCS 7 (install update, as of PCS 7 V8.0)
In the preface, read the section "Table 2-1 Overview of the most important changes (Page 12)".

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Note
Adding computers to process mode using autostart
Make sure that starting a computer with a modified installation is not going to cause plant faults.
This is particularly important when installing software on computers in redundant systems.
Take particular care with computers for process mode with the following software:
● PCS 7 OS
● SIMATIC BATCH
● SIMATIC Route Control

● The software to be installed is available from one shared storage location (shared network
path, for example \\<Computer name>\<Shared name>).
● A share has been set up for the user for this storage path of the software.
● The user is a member of the Windows user group "SIMATIC Management Administrators".

Note
Dependency of the interface language
In the case of an installation using the Management Console, the following applies to a software
installation or update:
The installation depends on the language that was set on the Management Console:
● When a setup package is created
● When software is updated
If this language is not available, the software will be installed by the Management Console in
English and needs to be switched after installation.
Set the interface language of the Management Console accordingly before updating software
or creating a setup package.

Note
Transferring and updating license keys
This function requires the Automation License Manager.

Functions of the setup management

Note
Installation of software packages without user input
Only SIMATIC products made available by PCS 7 can be installed without user input.

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Note
Disclaimer of liability
Siemens accepts no liability for any damage which may occur as a result of the use of the
Management Console for the installation of software which has not been approved.

Follow the steps below to install software packages:

1. Enter the storage locations of software packages in the Management Console
Function: Setup management... (Page 135)
2. Optional:
Settings for software packages with configuration-specific setup dialogs
Function: Settings... (Page 131)
3. Putting together software packages
Function: Setup packages (Page 76)
4. Installing the software packages on selected computers and groups
Function: Installing SIMATIC software (Page 78) or Updating SIMATIC software
(Page 81)

NOTICE
Operating target computers during software installation
To avoid undefined states, the following actions are prohibited during the software
installation:
● Operation of target computers.
● Switching the operating mode.

No check for incomplete installations

After installing software, it may be necessary for you to restart your computer. This restart is
used to apply settings in the operating system. If you do not perform this restart before carrying
out an additional installation, inconsistent operating states may occur. When using the
Management Console to install or update software, pending requests to restart are executed
automatically.
If you do not want to restart a computer after installing or updating software, you must ensure
that there are no pending requests for a restart.

See also
Plants with PCS 7 V8.0: Notes on functions (Page 143)
Preface (Page 9)

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5.5.2 Setup packages

You can use the Management Console to efficiently install software with identical settings on
computers.
● To prepare for software installation, create setup packages using the Management
Console.
● To install the software, you only select the computers or computer groups and the setup
package.

Note
Updating software
You do not need to create setup packages for updating software using a PCS 7 DVD as of PCS
7 V8.0 SP2.
The setups must be known to the Management Console.
You can find information on this in the following sections:
● Section "Preface; Table 2-1 Overview of the most important changes (Page 12)"
● Section "Setup management... (Page 135)"
● Section "Updating SIMATIC software (Page 81)"
You cannot select multiple setups when updating the software.

Setup packages
You save the following with a plant-specific name in a setup package:
● Combinations of setups which can be installed without configuration-specific setup dialogs.
● Settings for a SIMATIC setup program with configuration-specific setup dialogs
– Example: Settings in the PCS 7 setup when you want to install multiple software
packages using a setup package. To create a setup package, start the setup of PCS 7
on the Management Console. Setup runs in configuration mode. The selected
installation parameters are stored in a setup package file.
– When making your selection, note that specific settings are required for certain software
packages. You can find additional information about this in the section "Settings...
(Page 131)".
You can find the names of plant-specific setup packages in the "Setup packages" tab in the
"Setup management" dialog.
Select only one setup package for installation. You do not have to make new interactive entries
in the setup dialogs of the software packages contained in the setup package.

Requirement
The setup packages have been entered in the Setup management in the "Setups" tab.

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List of setup packages

1. Select the menu command Options > Setup management.
The "Setup management" dialog opens.
2. Open the "Setup packages" tab.
The list of setup packages is displayed in the "Setup management" dialog.
Note
List of setup packages
If a setup package includes a number of software packages for PCS 7 setup, you can
expand the displayed information for the setup package in the list by clicking "+".
The contained software packages are displayed.

Add setup package

1. Open the list of setup packages (menu command Options > Setup management > "Setup
packages" tab).
2. Click "Add".
3. Enter a name for the setup package. Click "Next".
4. In the "Setup packages" list, select the setup of the software package that is to be installed.
Note
Only the setups (plant-specific setups) entered in the "Setups" tab in the "Setup
management" dialog can be selected. If the desired setup is unknown, add it to the list in the
"Setups" tab.

5. Click "Next".
If a SIMATIC setup which requires configuration-specific setup dialogs for software
installation is selected, these dialogs open and the settings are saved in the setup package.
6. Click "Next".
The summary for the setup package is displayed.
You can add supplementary information in the "Comment on setup" input box.
This information is displayed when the setup package is selected.
7. Click "Finish".
The setup package is adopted in the list in the "Setup packages" tab.

Remove setup package

1. Open the list of setup packages (menu command Options > Setup management > "Setup
packages" tab).
2. Select an entry in the table.
3. Click "Remove".
The "Confirm removal" dialog opens.
4. Confirm by clicking "Yes".
The setup package is removed from the list.

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Additional information
Section "Setup management... (Page 135)"

5.5.3 Installing SIMATIC software

You install software with the Management Console as of the following DVD version:
DVD Process Control System; SIMATIC PCS 7; V8.0 with the latest service packs

Note
Plants with software version PCS 7 V8.0
If you want to install software with the Management Console, note the following:
● Section "Preface; Table 2-1 Overview of the most important changes (Page 12)"
● Section "Plants with PCS 7 V8.0 or V8.1 (Page 143)".

Requirements
● The computers on which the software is to be installed are assigned to the Management
Console.
● All the necessary permissions have been set up. You can find additional information about
this in the section "Managing rights (Page 21)".
– The user is a member of the Windows user group "SIMATIC Management
Administrators".
– The software to be installed is available from one shared storage location (shared
network path, for example \\<Computer name>\<Shared name>).
– A share has been set up for the user for this storage path of the software.
● Setups and software packages are entered in the Management Console.
You can find additional information on this in the section "Setup management... (Page 135)".
● Observe the information in the section "Settings... (Page 131)".
● Computers of a redundant pair must be assigned to the same group.

Note
Installing a redundant server pair
If the partner computer is not recognized as fully available, the Management Console rejects
the installation of software packages in process mode. In process mode, the servers of a
redundant server pair can only be installed one after the other for availability reasons (mutual
exclusion of readiness for installation).
You can identify which servers belong to a redundant server pair in the detailed information
about the computer (see section "Dialog "Install SIMATIC software (2/4) - Computer status"
(Page 85)".

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Note
Number of simultaneous remote installations
With the SIMATIC Management Console, software packages can be installed on multiple
computers at the same time. The number of computers on which an installation can be carried
out at the same time depends on the following factors:
● Performance/speed of the network
● Performance of the file server (storage location of the PCS 7 DVD)
Do not carry out a remote installation on more than 20 to 30 computers at the same time in order
to avoid an overload. This is provided that no other actions (for example, inventorying) are
running on the SIMATIC Management Console computer.

Note
Computers with hard disk encryption/activated BIOS password
Some software packages require a restart of the computer during or after installation of the
software.
If passwords must be entered for computers after a restart (BIOS, hard disk encryption, etc.),
the remote installation cannot be completed without "local" operator input when you use the
SIMATIC Management Console.

Recommendation
1. If you want to install the same software packages on multiple computers, you should create
installation-specific groups (OS Client, for example).
2. Assign the computers to an installation-specific group.
3. Apply the setup package to the group.
You can find additional information on this in the section "Assigning computers (Page 57)".

Procedure

NOTICE
Possible restart due to installation
Please note that installing software may initiate a restart of the target computer.

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1. In the network view, select the object on which software or a software package should be
installed.
Possible selection:
– A computer
– A group
2. Select the shortcut menu command Install SIMATIC software....
The "Install SIMATIC software (1/4) - Select software" dialog window is displayed.
You can find information on this in the section "Dialog "Install SIMATIC software (1/4) -
Select software" (Page 84)".
3. Select the setups/setup packages. Click "Next".
The "Install SIMATIC software (2/4) - Computer status" dialog for the selected setup/setup
package is displayed.
4. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (2/4) - Computer status" (Page 85)".
5. Click "Next".
The "Install SIMATIC software (3/4) - Configure start-up behavior" dialog opens.
6. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (3/4) - Configure start behavior" (Page 86)".
7. Click "Next".
The "Install SIMATIC software (4/4) - Requirements for the installation of the SIMATIC
software" dialog opens.
8. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (4/4) - Requirements for the installation of the SIMATIC software" (Page 87)".
9. Click "OK".
The actions required for the installation of the selected software are performed.

Note
● On the "Setup package" tab, you can only select one setup package to install.
● You cannot install multiple setup packages on the same computer simultaneously and if
DVD setup package is selected, then all the products configured for the DVD setup gets
installed on the computer.

Show progress
The number of plant components and component availability may mean the process can take
some time.
The symbol "Action running" is displayed for the status of a group during an action. Detailed
information is displayed within the group at the computer symbol.
Information on the symbols is available in the section "Symbols in the network view (Page 43)".

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If you receive messages on the Management Console informing you of errors, refer to the
information in the following section: "Determining the cause (Page 114)".

Note
No check for incomplete installations
After installing software, it may be necessary for you to restart your computer. This restart is
used to apply settings in the operating system.
● If you do not perform this restart before carrying out an additional installation, inconsistent
operating states may occur. When using the Management Console to install or update
software, pending requests to restart are executed automatically.
● If you do not want to restart a computer after installing or updating software, you must
ensure that there are no pending requests for a restart.

Note
Software installation timed-out notification
The time-out notification occurs in the "Alarms" window, when the software installation to the
assigned computer from the Management console takes more than 12 hours. You can monitor
the installation status of the assigned computer even after the time-out notification occurs.

See also
Reset status (Page 61)

5.5.4 Updating SIMATIC software

You update software with the Management Console as of the following DVD version:
DVD Process Control System; SIMATIC PCS 7; V8.0 with the latest service packs

Note
Plants with software version PCS 7 V8.0
If you want to update software with the Management Console, read the following sections:
● Section "Software Update (Page 71)"
● Section "Plants with PCS 7 V8.0 or V8.1 (Page 143)"

Requirements
● Software is to be updated using a PCS 7 DVD.
● The computers on which the software is to be installed are assigned to the Management
Console.

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● All the necessary permissions have been set up. You can find additional information about
this in the section "Managing rights (Page 21)".
– The user is a member of the Windows user group "SIMATIC Management
Administrators".
– The software to be installed is available from one shared storage location (shared
network path, for example \\<Computer name>\<Shared name>).
– A share has been set up for the user for this storage path of the software.
● Setups are entered in the Management Console.
You can find additional information on this in the section "Setup management... (Page 135)".
● Observe the information in the section "Settings... (Page 131)".

Note
Updating a redundant server pair
In process mode, the servers of a redundant server pair can only be updated one after the other
for availability reasons (mutual exclusion of readiness for installation).
You can identify which servers belong to a redundant server pair in the detailed information
about the computer (see section "Dialog "Install SIMATIC software (2/4) - Computer status"
(Page 85)".

Note
Number of simultaneous remote accesses
Using PCS 7 Setup, installed software can be simultaneously updated on multiple computers
with the SIMATIC Management Console. The number of computers on which a simultaneous
update can be carried out depends on the following factors:
● Performance/speed of the network
● Performance of the file server (storage location of the PCS 7 DVD)
Do not carry out a remote update on more than 20 to 30 computers at the same time in order
to avoid an overload. This is provided that no other actions (for example, inventorying) are
running on the SIMATIC Management Console computer.

Note
Computers with hard disk encryption/activated BIOS password
Some software packages require a restart of the computer during or after installation of the
software.
If passwords must be entered for computers after a restart (BIOS, hard disk encryption, etc.),
the remote installation cannot be completed without "local" operator input when you use the
SIMATIC Management Console.

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Procedure

NOTICE
Possible restart due to installation
Please note that installing software may initiate a restart of the target computer.

Note
● You cannot select multiple setups when updating the software.
● You can only select setup.exe files from a PCS 7 DVD setup.

1. In the network view, select the object on which software should be updated from a PCS 7
DVD.
Possible selection:
– A computer
– A group
2. Select the shortcut menu command Update SIMATIC software....
The "Install SIMATIC software (1/4) - Select software" dialog window is displayed.
You can find information on this in the section "Dialog "Install SIMATIC software (1/4) -
Select software" (Page 84)".
3. Select the setup. Click "Next".
The "Install SIMATIC software (2/4) - Computer status" dialog for the selected setup is
displayed.
4. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (2/4) - Computer status" (Page 85)".
5. Click "Next".
The "Install SIMATIC software (3/4) - Configure start-up behavior" dialog opens.
6. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (3/4) - Configure start behavior" (Page 86)".
7. Click "Next".
The "Install SIMATIC software (4/4) - Requirements for the installation of the SIMATIC
software" dialog opens.
8. Make the necessary settings.
You can find additional information about this in the section "Dialog "Install SIMATIC
software (4/4) - Requirements for the installation of the SIMATIC software" (Page 87)".
9. Click "OK".
The actions required for the installation of the selected software are performed.

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Note
Progress display
The number of plant components and component availability may mean the process can take
some time.
The symbol "Action running" is displayed for the status of a group during an action. Detailed
information is displayed within the group at the computer symbol.
Information on the symbols is available in the section "Symbols in the network view (Page 43)".
If you receive messages on the Management Console informing you of errors, refer to the
information in the section "Determining the cause (Page 114)".

5.5.5 Dialog window "Install SIMATIC software" (Update SIMATIC software)

5.5.5.1 Dialog "Install SIMATIC software (1/4) - Select software"

In this dialog box, you can make settings depending on the setup target:

Setup target Selection

Groups Select the PCS 7 Setup.
Computer Select the software/software packages you want to install or update.

Note
Setups that are not integrated in PCS 7 Setup
These software packages (WinCC Update, for example) can only be installed using the
Management Console, if the following requirements are met:
● No input is required in the Setup dialogs during the execution of the setup.
● A setup package has been created for this product.

See also
Setup packages (Page 76)
Setup management... (Page 135)

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5.5.5.2 Dialog "Install SIMATIC software (2/4) - Computer status"

The "Computer status" dialog opens when you want to install setup packages using the
Management Console. Computer-specific information is displayed:

Column Identification Meaning

Run setup Check box selected The computer is selected for the installation.
Check box cleared The computer is not selected for the installation.
You can find additional information on this in the section "Computer is not
ready for installation (Page 118)".
Check box grayed out The computer cannot be selected for the installation.
You can find additional information about this in the section "Computer is
not ready for installation (Page 118)".
Status (ready for instal‐ The computer is ready for installation.
lation)
Ready for installation
The computer is not ready for installation.
You can find additional information on this topic in the section "Computer
Not ready for is not ready for installation (Page 118)".
installation
The status of the computer has not been determined yet.

Status unknown
Detailed information +/- Using this symbol in the tree structure, you can open the display of the
determined computer-specific information:
● Computer name
● Information on the role of a computer
– PCS 7 Operator Stations
– SIMATIC BATCH
– SIMATIC Route Control
– Engineering station
● Information for redundant computers
– Redundancy information (master/standby - redundant partner)
– Redundancy switchover (is possible/is not possible)
● Information for special PCS 7 software packages
For additional information, refer to the section "Computer is not ready for
installation (Page 118)".
Computer ● Name of the computer
● Role of the computer
● Software package that is installed

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Note
Update software on redundant computers
The simultaneous updating of a pair of servers in process mode is blocked in the Management
Console.
Recommendation:
1. First update the computer which is not the current master.
2. After this update and completing any necessary measures and any adjustment procedures
that may be necessary, you should switch the master over.
3. After this, update the partner computer of the updated computers.

"Select all" or "Deselect all" button

Only for selectable check boxes.
● "Select all" button
Selects the "Run setup" check box for all available computers.
● "Deselect all" button
Clears the "Run setup" check box for all available computers.
Note the additional information in the table in this section.

5.5.5.3 Dialog "Install SIMATIC software (3/4) - Configure start behavior"

The "Configure start behavior" dialog opens when you want to install setup packages using the
Management Console.
Information on the automatic launch of process mode for the computers selected for installation
is displayed.

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Automatic launch of process mode

For each computer, the Management Console checks whether the "Launch process mode"
option is run automatically after switch-on (or restart). If the relevant entries are found for a
given computer, the "Restore startup type" check box for this computer is available in the
"Configure start behavior" dialog.
Default setting: "Restore start type" check box cleared

"Restore start type" check box Meaning

cleared
Grayed out No entries for the automatic launch of process mode have been found
on the computer.
Disabled Entries for automatic launch of process mode were found. These set‐
tings are reset after installation of the software.
Note:
If the "Restore start type" option was enabled before the software was
installed, you must enable automatic launch of process mode for es‐
tablishing the plant-specific startup behavior after installing the soft‐
ware.
Selected If the user selects the "Restore start type" check box, the original set‐
tings for the automatic launch of process mode are retained.
Caution!
● Additional steps are required for certain installations.
● Please note that you cannot set up a startup sequence for the
computers.

"Select all" or "Deselect all" button

Only for selectable check boxes.
● "Select all" button
Selects the "Restore start type" check box for all available computers.
● "Deselect all" button
Clears the "Restore start type" check box for all available computers.
Note the additional information in the table in this section.

5.5.5.4 Dialog "Install SIMATIC software (4/4) - Requirements for the installation of the SIMATIC
software"

Setting the options

You may only perform the installation once you have specified the following settings.
● Activated option button "I have read the readme file for the products to be installed. I confirm
that I have read and understood the installation and security instructions."
● Activated check box "I have made sure that no setups are active or have been started by
other processes on the target computers".
● Activated check box "I agree that process mode is ended on the target systems".

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If you are updating the software for a group, you must have made the following additional
setting.
● Select the option button "I accept the terms of the above license agreements and confirm
that I have read and understood the security information".

5.5.6 Create installation report...

This function provides information about the software installation for the selected period in a
report.

Requirements
● Note the following in the section "Preface; Table 2-1 Overview of the most important
changes (Page 12)".
● The installed software packages were installed with PCS 7 Setup as of PCS 7 V8.0 SP2.
Software installations of separate products support the installation report only with the
following information:
– Installation started message.
– Installation completed message.
● The installation procedures in the report period were started using this Management
Console software package.

Procedure
1. Select one of the following objects in the network view:
– Network
– Group
– Computer
2. In the shortcut menu, select the command Create installation report...
3. Select a reporting period and a storage location.
Input options:
– Start: Date
– End: Date
– Define the file and location for the installation report:
- Click the "..." button:
- Select the folder in which the file is to be saved.
- You can change the file name.
4. Click "Save".
The installation report is generated in PDF format.

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5.5.7 Comparing SIMATIC software versions

Compare SIMATIC software versions overview

Compare SIMATIC software version is a feature which allows you to compare version of the
installed software with the latest version of the software as updated in the recent PCS 7
bundle.The comparison excel sheet generated through this feature displays the difference
between the two versions of the software. This enables you to view the list of software which is
different from the version specified in the version definition file (XML) and also provides the link
to update the software as defined in the version definition file.

Requirements
● The function Software Compare is enabled only for licensed computers.
● The inventory data profile released with the PCS 7 bundle.

Procedure
To compare software versions of installed software to the latest version of software:
1. Open the Network view in the Management Console.
2. Select a network, computer or a group of assigned computers which you want to compare.
3. In the shortcut menu, select the command "Compare SIMATIC software versions...".
4. On the "Compare SIMATIC software version" window, click the "..." button to select the
version definition file.
Note
● An inventory data profile file which consists of the standard versions of the software is
provided with the PCS 7 bundle in .XML format. This XML file must be selected for
software compare.
● The Inventory data profile for the latest PCS 7 software and hardware can be
downloaded from the central website.

5. Select the cover page for the software compare file from the drop-down list.
6. Click the "..." to select the storage path for the software version compare export excel sheet.
Note
The name of software version compare export excel sheet is saved in the format:
ComparedVersion_<date and time>.xlsx file.

The software version compare is successfully completed.

In the ComparedVersion_<date and time>.xlsx file, you can view the General Project
Information and Comparison Installed SIMATIC SW. The Comparison Installed SIMATIC SW
sheet lists the Computer name, Product name, Installed version, Latest version of the software
and if there is a difference between the versions.

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In the inventory data profile file, certain software is listed as Ignored Profiles. The software listed
under Ignored Profiles are not displayed in the compared version excel file.

Note
After the software version compare is successfully completed, you can view the status of the
software compare in the "Alarms" tab.
You can also view the updated and outdated software in the " Installed SIMATIC software" tab.
You can also view the software details of the Ignored Profiles on the "Installed SIMATIC
software" tab.
For additional information see "Inventory data" tab (Page 53)

5.6 Determine inventory data

The "Determine inventory data" function causes the Management Console to gather
information from the plant for a selected object.
● In the network view, you call the function from the shortcut menu of the following objects in
the tree:
– Network
– Group with assigned computers
– An assigned computer
– Non-licensed computers
● In the plant view, you call the function from the shortcut menu of the following objects in the
tree:
– Multiproject
– Subproject

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Information displayed

Network view Plant view

Requirements The network computers must be assigned to The PCS 7 project must be known, including
the Management Console. the associated Engineering Station.
You can find information on this in the follow‐ You can find information on this in the follow‐
ing sections: ing sections:
● Section "Create group (Page 62)" ● Select Engineering Station:
● Section "Assigning computers (Page 57)" Section "Settings... (Page 131)"

● Section "Adding computers (Page 59)" ● Select PCS 7 project:

Section ""Add plant" overview (Page 96)"
"Inventory data" tab To access the following, select Inventory da‐ Display project-specific information for the fol‐
ta>Installed software>Installed third-par‐ lowing objects:
ty software: ● Automation systems
● Hardware information ● Field devices
● Installed version of Microsoft .NET ● Network components
Framework with version number
● License name and Process Object count
● MS patches with Product name,
Publisher, title, KB and installation date.
● Installed security software with
manufacturer, product, version
(Symantec Endpoint Protection, McAfee
Agent, McAfee Endpoint Protection
Suite, Trend Micro OfficeScan Corporate
Edition).
"SIMATIC software" tab Information on SIMATIC software installed No information
on the computers
For additional information, refer to the sec‐
tion ""Installed SIMATIC software" tab
(Page 47)"
"License keys" tab ● Information on the license keys installed No information
on the computer;
Only the following states are displayed in
the "License status" column:
– Installed
– Used
● Detailed information on license keys can
be obtained with the Automation License
Manager.
For additional information, refer to the sec‐
tion ""License keys" tab (Page 48)"
"Device status" tab ● Information on the device status of a No information
computer
● Status information
● Operating states
For additional information, refer to the sec‐
tion ""Device status" tab (Page 49)"

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Basic procedure
1. Select view
2. Select object
3. Determine inventory data
You can find information on this in the following sections:
– "Determining inventory data in the network view (Page 93)"
– "Determining inventory data in the plant view (Page 98)"

5.6.1 Requirement for the "Determine inventory data" function

You can assign user-specific names and descriptions in projects.

Requirement for the "Determine inventory data" function

When using the "Determine inventory data" function, please note that the following characters
are not permitted in user-specific names and descriptions:
!"§$%&/()=?´+#'<>

Checking and adapting

If inventory data cannot be determined for an object, carry out the following steps:
1. Check all the characters in the user-specific names or descriptions for the device in
SIMATIC Manager.
2. Adapt the configuration.
3. Determine the inventory data again.

Example of a user-specific device name

● Virtual adapter name for SOFTNET IE RNA

Determining information about switches and field devices

You can find additional information about this in the section "Determining inventory data in the
plant view (Page 98)".

See also
Plants with PCS 7 V8.0: Notes on functions (Page 143)

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5.6.2 Inventory data in the network view

5.6.2.1 Determining inventory data in the network view

Using the "Determine inventory data" shortcut menu command, you update the information
shown in the details area of the Management Console.

Note
Delayed display on the Management Console
Actions on the SIMATIC Management Console that are executed in addition to the action
"Determine inventory data" can cause a delayed display on the Management Console.

Requirements
The computers for which the information is to be determined must be assigned to the
Management Console.

Procedure
1. Select the object for which you want to determine inventory data:
– Network
– Group
– Computer
For example, Inventory data of the hard disk in the computer
The following inventory data of the hard disk in the computer from the "Installed hardware"
can be determined:
– Size
– Driver date
– Driver name
– Driver version
– Manufacturer
– Serial number
– Type
2. Select the Determine inventory data... command in the shortcut menu for the object.
The "Determine inventory data" dialog window opens.

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3. The following options are already selected by default. If only some of the information should
be determined (e.g. only the license keys), the other check boxes can be cleared.

Options Meaning
"Determine computer information" check box Obtains the device-specific data. 1)
"Determine license keys" check box Obtains the installed license keys.1)
"Determine SIMATIC software" check box Obtains the installed SIMATIC software.1)
1)
The object data is obtained from the PCS 7 plant online.
4. Observe the following notes:
Click "OK".
The inventory data is determined.
Note
Show progress
The duration of the process depends on the number and availability of the plant components.

NOTICE
Inventory data is not determined
Please note that inventory data is not determined when the Management Console is ended
during determination of inventory data.

Result
After the inventory data was successfully determined, it is shown in the detail view in the
"Inventory data" tab.
Detailed information is displayed within the group at the computer symbol.
Information on the symbols is available in the section "Symbols in the network view (Page 43)".

Additional information
● Section "Exporting inventory data in the network view (Page 94)"
● Section "Determining the cause (Page 114)"
● Section ""Details area" overview in the network view (Page 46)"
● Section ""Determine inventory data" not executed (Page 119)"

5.6.2.2 Exporting inventory data in the network view

The Management Console exports the inventory data of objects in the network view
automatically after successful determination of inventory data. Export is possible for the
following objects:
Objects of the network view (export format of file: XLSX)
● All managed computers under network
● All managed computers under a group
● Export the inventory data of a single, selected computer

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Exported data
The following data is exported depending on the selected basic object:
Basic object in the network view
The following data is displayed:
● Computer
● Hardware data
● Licenses
● Installed SIMATIC software
● Installed third-party software (To access the following information, select Inventory
data>Installed software>Installed third-party software).
– SQL Server
– Installed version of Microsoft .NET Framework with version number
– MS patches with Product name, Publisher, Title, KB and installation date.
– Installed security software with manufacturer, product, version (Symantec Endpoint
Protection, McAfee Agent, McAfee Endpoint Protection Suite, Trend Micro OfficeScan
Corporate Edition).

Requirement
● The inventory data for the basic object has been determined.
● You can find additional information about this in the section "Determining inventory data in
the network view (Page 93)".

Procedure
You can export the information shown in the details area to a file.
1. Select the basic object and choose one of the following actions:
– Select the Export inventory data... command in the shortcut menu
– In the toolbar, click the "Export inventory data" button.
– Click the "..." button:
The "Export inventory data" dialog window opens.
- Select the folder in which the file is to be saved.
- You can change the file name.
- Select the cover page.
2. Click "OK".
The information is exported.

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The file name of the export inventory data file is displayed in the format: <default folder
path>_<file name>_<time stamp>.

Note
● You can specify the location path for the export inventory data on the "Inventory Export" tab.
For more information see, "Settings...". This setting is applicable only for automatically
generated export inventory data files.

Opening exported inventory data

You can open the exported inventory data for further use:
The recommended program is Microsoft EXCEL (XLSX file)
You can find the versions of programs recommended for use with PCS 7 in the PCS7 Readme
online on the Internet.

Additional information
Section "Saving information in files (Page 119)"
Section "Identifying errors (Page 114)"

5.6.3 Inventory data in the plant view

5.6.3.1 "Add plant" overview

The PCS 7 projects on the engineering station contain important details on PCS 7 plants. When
determining the inventory data, the Management Console reads some of this data from the
project.

Requirement
● The engineering station is set (menu "Options > Settings"; tab "Specify Engineering
Station").
You can find information on this in the section "Settings... (Page 131)".
● The projects to be selected must be known on the engineering station in SIMATIC Manager.
● You have ensured that no changes are made to the engineering station while the projects
are being determined.

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Procedure
The "Add plant" dialog box contains the following steps for preparing for determining inventory
data:
1. Specify engineering station (Page 97)
2. Select projects (Page 98)

5.6.3.2 Dialog window "Add plant (1/2) - Specify Engineering Station"

The PCS 7 projects on the engineering station contain important details on PCS 7 plants. When
determining the inventory data, the Management Console reads some of this data from the
project.
The "Add plant" dialog box contains the following steps for preparing for determining inventory
data:
1. Select Engineering Station
2. Select projects

Requirement
● The engineering station is set (menu "Options > Settings"; tab "Specify Engineering
Station").
You can find information on this in the section "Settings... (Page 131)".
● The projects to be selected must be known on the engineering station in SIMATIC Manager.
● You have ensured that no changes are made to the engineering station while the projects
are being determined.

Procedure
1. Open plant view in the Management Console.
2. Select the Add plant... command in the shortcut menu.
The dialog window "Add plant (1/2) - Specify Engineering Station" opens.
Note
● If no Engineering Station has been entered, the following alert box appears: "Please first
define an Engineering Station under "Options".
You can find additional information about this in the section "Settings... (Page 131)".
● When a previous inventory is in the network view only the computers with an installed
engineering station can be selected.

3. In the drop-down list, select the engineering station from which you wish to add PCS 7 plant
multiprojects/projects.
4. Click "Next".
The "Dialog box "Add plant (2/2) - Select projects" (Page 98)" dialog box opens.

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5.6.3.3 Dialog box "Add plant (2/2) - Select projects"

In this dialog, choose the projects from which you want to determine the inventory data.

Requirements
● You have selected the engineering station on which the projects are available.
● In SIMATIC Manager you have access to the selected projects.

Procedure
1. In the list, select the multiproject/project.
Note
List of multiprojects/projects
Users of the Management Console can determine the inventory data without entering a
password since the Management Console only has read access to projects. You can find
additional information about this in the section "Managing rights (Page 21)".
You can find the following projects of the selected engineering station in the list:
● PCS 7 multiprojects/projects displayed in the SIMATIC Manager
● Blocked / password-protected PCS 7 multiprojects/projects

2. Click the "Finish" button.

Result
The Management Console is ready to determine the inventory data for the selected project.

5.6.3.4 Determining inventory data in the plant view

Using the "Determine inventory data" shortcut menu command, you update the information
shown in the details area of the Management Console on the "Inventory data" tab.

Note
Delayed display on the Management Console
If actions are performed in addition to the "Determine inventory data" action in the SIMATIC
Management Console, it is possible that the additional actions will delay the display on the
Management Console.

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Requirements
● The computers for which the information is to be determined must be assigned to the
Management Console.
● If you want to obtain PCS 7 project-specific inventory data via plant view:
– The Management Console is able to access the engineering station data.
You can find additional information about this in the section "Managing rights (Page 21)".
– The engineering station has been specified.
You can find additional information about this in the section "Settings... (Page 131)".
– The PCS 7 project assigned to the plant has been selected.
You can find additional information about this in the section ""Add plant" overview
(Page 96)".
● If you wish to determine inventory data of a PCS 7 project on an engineering station, you
must observe the following points:
You have ensured that, during determination of the inventory data, no changes are made to
the project for which inventory data is being determined. Note that the project can be stored
in the following locations:
– On this engineering station
– On another engineering station
– On a project server
● A member of the "SIMATIC Management Users" group is logged onto the engineering
station.
This user is a member of the "SIMATIC NET" group on the engineering station.
● All changes on the engineering station are complete.

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Note
Inventory data of switches
If inventory data from switches is determined offline, only the following information about the
switch is available:
● Switch name
● IP address
If inventory data of switches is to be determined online, the following conditions must also be
fulfilled:
● A PCS 7 Maintenance Station (ASSET Management) is configured in your PCS 7 project.
● The switches are configured on this Maintenance Station.
● The user logged on to the engineering station is a member of the following groups:
– On the engineering station: Member of the local group "Administrators" (the member
does not have to be logged in as an administrator)
– On the maintenance station: Member of the group "SIMATIC NET"
● On the Maintenance Station, where the switches are configured in the SIMATIC Net-
configuration of Siemens communication settings, the option "Remote basis and remote
OPC-communication (UA and COM)" should be manually activated. It is recommended to
deactivate this option after the online determination.
If these conditions are not met, the inventory data of switches is determined offline.

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Note
Inventory data of field devices
Requirements:
● SIMATIC PDM (as of V8.0) is installed on the engineering station.
Note the section "Preface; Table 2-1 Overview of the most important changes (Page 12)".
● The field devices are configured using SIMATIC PDM in the PCS 7 project.
● The Management Console is able to access the SIMATIC PDM data.
The Management Console only determines the data of field devices that is relevant for the
inventorying.
● In a system where field devices are configured, to get the complete online inventory data
you must install PDM and inventory data must first be determined with PDM.
● The inventory data for redundant field devices is also determined with PDM.
● The inventory data of the field devices is always determined from the project.
● The online display does not determine data from field devices that are in process mode, so
that a load is not placed on communication with the automation system and/or with the field
devices.
● If inventory data from field devices is determined, only the following information about the
field device is available:
– Plant designation (HID/TAG)
– Description (if available)
– Device type
– Firmware version
– Hardware version
– Article number / name
– Message (if available)

Note
Inventory data of CP device types
The following inventory data of a PCS 7 project on an engineering station can be determined
for CP device types:
● IP and MAC address for CP16x3
● IP and MAC address for CP443-1

Note
Interface module shown multiple times
If the "Configuration via PDM" option is activated in the "General" tab for an interface module
in HW Config, this interface module is shown multiple times in the plant view:
● "Configuration via PDM" option not activated (default)
– The interface module is shown with lower-level field devices on the automation system.
● "Configuration via PDM" option activated
– The interface module is shown with lower-level field devices on the automation system.
– For field devices, the interface module is shown with lower-level field devices.

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Note
Inventory data of Process objects
The following inventory data of a PCS 7 project on an engineering station can be determined:
● Process Object count
● System ID (when available)

Procedure
1. Select the object for which you want to determine inventory data.
– Multiproject
– Project
Select the object for which you want to determine station data:
– Automation System
2. Select the Determine inventory data/Determine station data command in the shortcut menu
for the object.
The "Determine inventory data" dialog window opens.
3. Read the information displayed on the "Determine inventory data (1/2) – Condition for
determining inventory data" dialog window and select "I have made sure that no changes
will be made to PCS 7 projects" to continue with determining inventory data.
4. Select one of the options in "Determine inventory data (2/2) – Specify the data source"
dialog window:

Options Meaning
"Determine inventory data from configuration da‐ The data is determined based on the PCS 7
ta (offline)" check box (default setting) project available on the engineering station.
"Determine inventory data from device data (on‐ The data is obtained from the PCS 7 plant in‐
line/PDM)" check box cluding the field devices.
Note the following:

NOTICE
Functions of the engineering station are disabled
While inventory data is being determined, the SIMATIC Management Console disables the
functions on the engineering station that are required for processing the PCS 7 project.
Make sure that the PCS 7 project does not need to be processed. Actions in SIMATIC
manager, HW Config and NetPro are disabled.

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5. Click "Finish".
6. If you have selected "Determine inventory data from configuration data (offline)" as the data
source, the below dialog box is displayed. Select "Yes" to continue.

Note
When you determine inventory data from configuration data (offline), it overwrites the
existing online inventory plant data. You must select "Determine inventory data from device
data (online/PDM)" to view the updated online plant data.
The inventory data is determined.

NOTICE
Inventory data is not determined
Please note that inventory data is not determined when the Management Console is ended
during determination of inventory data.

Note
Progress display
The duration of the process depends on the number and availability of the plant components.
The progress of actions is indicated:
● The symbol "Action running" is displayed for the status of a computer during an action.
● The symbol "Action running" is displayed for a group while actions are running for a
computer.
Communication errors are only displayed directly on the computer.

Note
Module properties in the plant view
For modules, you only find the configured properties in the "Inventory data" tab. Therefore, it is
possible that the displayed properties may differ for the same modules.

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Result
After the inventory data was successfully determined, it is shown in the detail view.
Detailed information is displayed within the group at the computer symbol.
Information on the symbols is available in the section "Symbols in the plant view (Page 46)".

Canceling determination of inventory data

If the function "Determine inventory data" is being executed in the plant view, the command
"Cancel determination of inventory data" can be selected from the shortcut menu.

Note
Data obtained
Data already obtained is discarded.

Additional information
● Section "Exporting inventory data in the plant view (Page 104)"
● Section "Determining the cause (Page 114)"
● Section "Determine inventory data" not executed (Page 119)"
● Section "External components" (Page 139)

5.6.3.5 Exporting inventory data in the plant view

The Management Console exports the inventory data of objects in the plant view automatically
after successful determination of inventory data. Export is possible for the following base
objects:
● Multiproject
● Project

Exported data
The following data is exported depending on the selected basic object:
● The determined inventory data for the selected base object is exported.
● Links to the Internet are provided for additional information about Siemens products.
● Export inventory data to an XML file using "Project inventory data export..." feature.

Requirement
● The inventory data for the basic object has been determined.
● You can find additional information about this in the section "Determining inventory data in
the plant view (Page 98)".

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Procedure
You can export the information shown in the details area to a file.
1. Select the basic object and choose one of the following actions:
– Select the Export inventory data command in the shortcut menu
– In the toolbar, click the "Export inventory data" button.
– Click the "..." button:
The "Export inventory data" dialog window opens.
- Select the folder in which the file is to be saved.
- You can change the file name.
2. Click "OK".
The information is exported.
The file name of the export inventory data file is displayed in the format: <default folder
path>_<file name>_<time stamp>.

Note
● You can specify the location path for the export inventory data on the "Inventory Export" tab.
For more information see, "Settings...". This setting is applicable only for automatically
generated export inventory data files.
● The file name of the exported inventory data determined from configuration data and device
data are displayed in the format: <configuration data>_<Projectname>_<date and time>
and <Online device data>_<projectname>_<date and time>.

Opening exported inventory data

You can open the exported inventory data for further use:
The recommended program is:
● XLSX file: Microsoft EXCEL
Export report contains links to the Internet
You can find Internet links for Siemens products in the export report of inventory data from the
plant view. If the computer is connected to the Internet, you can find more information about
each product via these links. The information is determined based on the article number of the
product.

Additional information
Section "Saving information in files (Page 119)"
Section "Identifying errors (Page 114)"

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5.6.4 Determining information for computers

Details area - Inventory data

If a computer is selected in the project view, data on the selected computer is displayed in the
details area in the "Network view" tab.

Actions for computer

● Section "Determining inventory data in the network view (Page 93)"
● Section "Exporting inventory data in the network view (Page 94)"

5.6.5 Filter for inventory data

5.6.5.1 "Inventory data profile wizard" overview

The Management Console allows you to compare ACTUAL device configurations with saved
device configurations.
As a filter for the comparison, you apply inventory data profiles that you create with the
inventory data profile wizard.

Inventory data profile

An inventory data profile is a configurable filter for inventory data in the Management Console.
You can create several parameter sets per inventory data profile. When you apply an inventory
data profile to inventory data of a view of the Management Console, the result is automatically
exported to an XLSX file.
Application examples:
● Comparing determined inventory data with an inventory data profile (software and hardware
information).
● Determining data of all CPUs of a PCS 7 plant in preparation for the firmware update.
● Determining all computers on which a specific operating system is installed.

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Basis for an inventory data profile

● Determined inventory data is the basis for the inventory data profile:
– Specific inventory data is available on the Management Console. This inventory data
has been determined in the required view. You can find additional information about this
in the section "Determine inventory data (Page 90)".
– The function "Determine inventory data" has been successfully completed for the view-
specific object:

View Object
Network view Computer or network
Plant view PCS 7 project of the associated engineering station

● Known data is the basis for the inventory data profile (e.g., article number of a device)

Actions in the "Inventory data profile wizard" dialog

You create inventory data profiles in the "Inventory data profile wizard" dialog.
The "Inventory data profile wizard" includes the following dialogs:
1. Select view and action (Page 107)
2. Create/change inventory data profile (Page 108)
The following actions are possible:
– Create parameter set
– Change parameter set
– Delete parameter set
– Import parameter set
3. Save and/or export inventory data profile (Page 112)

Apply inventory data profile

You can apply inventory data profiles to inventory data of a selected view. The following actions
are possible:
● Apply inventory data profile to inventory data from the network view
● Apply inventory data profile to inventory data from the plant view
You can find additional information about this in the section "Apply inventory data profile...
(Page 112)".

5.6.5.2 Dialog "Inventory data profile wizard (1/3) - Select view and action"
The Management Console allows you to compare ACTUAL device configurations with saved
device configurations.

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Creating/loading/deleting the inventory data profile

1. Select the menu command Options > Inventory data profile wizard... .
The "Inventory data profile wizard 1/3 - Select view and action" dialog opens.
2. Select the view containing the determined inventory data on the Management Console:
– Network view
– Plant view

Note
Selected view
● If the current inventory data has been determined in the network view, you cannot create
an inventory data profile for data of the plant view.
● If you want to create an inventory data profile based on known data (without determined
inventory data), you have to know the view in which the required inventory data is
available.

3. Select from the following options:

– Create new inventory data profile
– Load inventory data profile (e.g. to adapt this inventory data profile)
The view-specific inventory data profiles can be found in the drop-down list that opens.
– Delete inventory data profile
– Import inventory data from XML file (e.g. to adapt this inventory data profile)
You can import and edit inventory data profiles created by an export.
4. Click "Next".
The "Inventory data profile wizard (2/3) - Create/change inventory data profile" dialog opens.

See also
Determine inventory data (Page 90)

5.6.5.3 Dialog "Inventory data profile wizard (2/3) - Create/change inventory data profile"
This dialog is in the inventory data profile wizard.

Inventory data profile

An inventory data profile is a configurable filter for inventory data in the Management Console.
You can create several parameter sets per inventory data profile. When you apply an inventory
data profile to inventory data of a view of the Management Console, the result is automatically
exported to an XLSX file.

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Application examples:
● Comparing determined inventory data with an inventory data profile (software and hardware
information).
● Determining data of all CPUs of a PCS 7 plant in preparation for the firmware update.
● Determining all computers on which a specific operating system is installed.

"Name for the inventory data profile" input box

● If you have selected the "Create new inventory data profile" option, you have to enter a
name in the input box "Name for the inventory data profile".

Note
Naming conventions
The following special characters are allowed in the name: Space, underscore, dash, period.

● If you have selected the "Load inventory data profile" option, you need to select an existing
inventory data profile in the dropdown list.
● If you have selected the "Import inventory data profile from XML file" option, select an
inventory data profile file at its storage location using the "..." button.
File type: XML file
You can recognize an inventory profile file by its name:
InventoryDataProfile_SIMATICSoftware_<... Version>.xml
After the inventory data profile file has been selected, the name of the imported filter is
displayed: SIMATICSoftware_<... Version> (e.g. SIMATICSoftware_<...> V8.2)

Note
Inventory data profile file on the PCS 7 DVD
You can find a file for pre-defined, version-specific filters:
● DVD_2: Additional Products/SMMC
● On the Internet pages of the Customer Support (http://
support.industry.siemens.com/cs/ww/en/view/107796665).
You can copy this file to your PC and make it available as a filter using the "Import inventory data
profile" option.

Parameter set
1. Adapt the parameter set in the table. The following actions are possible:
– Create parameter set
– Change parameter set
– Delete parameter set
Execute the following actions:
Use the examples in the table below for orientation.

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Table 5-6 Example 1: Simple parameter set - Determine "Installed SIMATIC software"

Logic op‐ Category Subcategory Field Operand Value

eration
AND / OR Category (1) Subcategory (1) Field (1) Operand (1) Value (1)
Installed software SIMATIC software Name not equal to ?

Table 5-7 Example 2: Simple parameter set - Determine "Installed SIMATIC BATCH software"

Logic op‐ Category Subcategory Field Operand Value

eration
Example 2: Simple parameter set - Determine "Installed SIMATIC BATCH software"
Category (1) Subcategory (1) Field (1) Operand (1) Value (1)
Installed software SIMATIC software Name Includes BATCH

Table 5-8 Example 3: Extended parameter set: Determine "Installed SIMATIC BATCH software prior to version 8.2"

Logic op‐ Category Subcategory Field Operand Value

eration
AND / OR Category (1) Subcategory (1) Field (1) Operand (1) Value (1)
Installed software SIMATIC software Name Includes BATCH
Category (2) Subcategory (2) Field (2) Operand (2) Value (2)
AND Installed software SIMATIC software Version older than 8.2.0.0

Table 5-9 Example 4: Extended parameter set: Determine automation systems in which certain modules are combined,
e.g. "CPU 410-5H" and "CP 443-1 Advanced".

Logic op‐ Category Subcategory Field Operand Value

eration
AND / OR Category (1) Subcategory (1) Field (1) Operand (1) Value (1)
Plant inventory CPU Device type Includes CPU 410-5H
data
Category (2) Subcategory (2) Field (2) Operand (2) Value (2)
AND Plant inventory CP Device type Includes CP 443-1
data

Note
Drop-down list "AND / OR" (logic operation)
If you select a logic function in the "AND / OR" column in the drop-down list, parameter set (1)
is expanded by 5 parameters (2). The two lines of the parameter set can be linked with the
selected logical function.

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Note
Parameters and categories
The possible parameters depend on both the view in which the inventory data was determined
on the Management Console, as well as the categories included in the available inventory data:
● Inventory data (from the network view or from the plant view)
● Installed SIMATIC software
● Installed third-party software
– Installed version of Microsoft .NET Framework with version number (Select Inventory
data > Installed software > Installed third-party software).
– MS patches with Product name, Publisher, KB, installation date, and title.
– Installed security software with manufacturer, product, version (Symantec Endpoint
Protection, McAfee Agent, McAfee Endpoint Protection Suite, Trend Micro OfficeScan
Corporate Edition V11.0).
● Licenses
● From plant inventory data (configuration information)

Note
Value for inventory data profile based on known data
You must know the exact value to filter the inventory data. You can also select the PCS 7
installation packages to filter the inventory data.
Example:
If you determine the installed software, you need to insert the "Release version" in the "Value"
field.
The "Versions" drop-down list offers values that have not been filtered for the product (SIMATIC
BATCH). The contained values represent the technical versions of the installed software
products.
Recommendation:
Determine the inventory data before you create specific inventory data profiles so that you can
determine the required data more easily.

Create/modify/delete parameter sets

The selection of the parameters of a parameter set takes place according to the information
determined with the "Determine inventory data" function.
● The combinations within a parameter set result from the selection in the "Category" and
"Subcategory" drop-down lists.
● Select the Column, Operand and Value settings to limit the search.
You can create several parameter sets for an inventory data profile. All parameter sets
contained in an inventory data profile are combined by the "OR" logic operation.
Creating a parameter set in the profile table
● Adapt the lines of the parameter set.
● Then click "Add".

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Changing a parameter set in the profile table

● Double-click a row in the profile table.
● Adapt the lines of the parameter set.
● Click "Change". This applies the change to the parameter set.
Removing a parameter set from the profile table
● Select a row in the profile table.
● Click the "Remove" button.

Finish settings
Click "Next".
The "Inventory data profile wizard (3/3) - Save inventory data profile" dialog window opens.

5.6.5.4 Dialog box "Inventory data profile wizard (3/3) - Save inventory data profile"
This dialog is in the inventory data profile wizard.

Categories in the export file (XLSX file)

The categories configured as filters in the inventory data profile are displayed.

Save / export inventory data profile

1. Select the option boxes in the "Categories in the export file" area for the desired inventory
data.
2. Make the settings for the profile:
– "Save" check box
The inventory data profile is saved in the Management Console.
– "Export" check box
Click "..." to select the folder where the inventory data profile is to be exported.
The inventory data profile is stored as an XML file in the file system.
3. Click "Finish".

5.6.5.5 Apply inventory data profile...

The Management Console allows you to compare ACTUAL device configurations with saved
device configurations.
Apply an inventory data profile to the determined inventory data of a selected view for the
comparison. The following actions are possible:
● Apply inventory data profile to inventory data from the network view
● Apply inventory data profile to inventory data from the plant view

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Applying an available inventory data profile (XML file)

When an inventory data profile is available in an XML file, you must import the inventory data
profile from the XML file to the Management Console prior to the application.
You can find information on this in the section "How to import an inventory data profile from an
XML file (Page 113)".

Requirements
● The function "Determine inventory data" has been successfully completed for the view-
specific object. The inventory data has been determined in the required view (network view
or plant view). You can find information on this in the following sections:
– Section "Determining inventory data in the network view (Page 93)"
– Section "Determining inventory data in the plant view (Page 98)"
● The required inventory data profile has been created in the Management Console.
You can find additional information about this in the section ""Inventory data profile wizard"
overview (Page 106)".

Procedure
1. Select the desired object in the tree structure.
– Network view: Network, group, computer
– Plant view: Multiproject, subproject
2. Select the "Apply inventory data profile" command in the shortcut menu.
The "Apply inventory data profile" dialog box opens.
3. Select the desired inventory data profile from the "Inventory data profile" drop-down list.
4. Click "..." to select the folder in which the export file is to be saved.
You can find information on this in the section "Saving information in files (Page 119)".
5. Click "Apply".
The inventory data is filtered and the results are saved in the export file.

Note
Message
If no matches are found for the created inventory data profile, you receive a message.

5.6.5.6 How to import an inventory data profile from an XML file

The function "Import inventory data profile" is best suited as preparation for the comparison of
your own inventory data with other inventory data.

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Requirements
● An inventory data profile was exported as XML file.
You can find information on this in the section "Dialog box "Inventory data profile wizard
(3/3) - Save inventory data profile" (Page 112)".
● Access to the XML file is possible in the Management Console.

Applying an available inventory data profile

● Import the provided inventory data profile from the XML file.
You can find information on this in the section "Dialog "Inventory data profile wizard (1/3) -
Select view and action" (Page 107)"; "Import inventory data profile from XML file" option
The imported inventory data profile is available in the inventory of the inventory data profiles
of the Management Console.
● In the next step, apply the inventory data profile to your inventory data.
You can find information on this in the section "Apply inventory data profile... (Page 112)".

5.7 Identifying errors

5.7.1 Determining the cause

If no information is available after you call the Management Console, you should check the
following points:
● SIMATIC Management Agent not started (Page 115)
● Management Console cannot be operated (Page 115)
● Computers are not recognized
● Computer is not recognized by the Management Console (Page 115)
● Software cannot be installed (Page 116)
● Setup program is not found (Page 117)
● Setup package is not run (Page 117)
● Function cannot be operated (Page 119)
● Requirement for the "Determine inventory data" function (Page 92)
● "Determine inventory data" not executed (Page 119)

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5.7.2 SIMATIC Management Agent not started

The Management Console cannot be operated.

Question Procedure
Have you installed a new Management Console? You must activate the "SIMATIC Management Agent" service is on
the computer (see chapter "Installing SIMATIC Management Agent
(Page 26)").

5.7.3 Management Console cannot be operated

The Management Console cannot be operated.
Possible messages:
● The action cannot be executed. The number of computers exceeds the number of available
license keys. For this reason, you have to remove computers from the assignment.
● No license exists for the SIMATIC Management Agent.

Question Procedure
Are sufficient license keys available for the "SIMATIC Check the number of assigned target computers and available li‐
Management Agent" service on the computer with the cense keys on the computer of the Management Console.
Management Console? Perform one of the following actions so that you can operate the
Management Console:
● Install additional license keys for the "SIMATIC Management
Agent" service on the computer with the Management Console.
● Remove target computers from the assignment to the
Management Console.

5.7.4 Computer is not recognized by the Management Console

Check the following:

Question Procedure
Has the computer with the Management Console Check whether the computer is assigned to another Management
been replaced? Console.
Has the computer been moved from workgroup to do‐ Restart Management Console computer.
main or are there any changes in the domain?
Is there a network connection to the computers? Open "cmd" using the search box in the start menu.
In the DOS window, enter the ping <IP address>
Is the computer prepared for access via the Manage‐ Check whether the "SIMATIC Management Agent" service is instal‐
ment Console? led and activated/started.

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Question Procedure
Is the valid pre-shared key entered on the target com‐ Check the pre-shared key.
puter?
Is the IP address or Windows hostname changed in If the IP address or hostname of a target computer which was already
the SIMATIC Management Agent target computer? assigned to Management Console is changed, then to reconnect with
the Management Console:
1. Disable assignment of the target computer.
2. Reboot the Management Console.
3. Assign the target computer again.

5.7.5 Software cannot be installed

Check the following:

Question Procedure
Has the computer been assigned to the Management Check the Management Console to see which icon is displayed for
Console? target computers.
Is the computer prepared for access via the Manage‐ Check whether the "SIMATIC Management Agent" service is instal‐
ment Console? led and activated/started.
Is the Management Agent on the target computer up Check the Management Console to see which icon is displayed for
to date? target computers.
Is the current user authorized to carry out the action? Check the permissions in the user management of the domain or
locally on the computers.
Was the Management Console restored from a back‐ If the Management Console was restored from a backup on a newly
up? installed or a different computer, software packages in the backup
must be created again.

5.7.6 Setup cannot be started

If you see the message "Setup cannot be started ..." on the console, check the following:

Question Procedure
Is another setup process (Example: A Security soft‐ Check if another setup process (Example: A Security software) is
ware) running on the target computer? running on the target computer.
● If no other setup process is running, reboot the target computer.
● If another setup process (Example: A Security software) is
running, wait until it is completed and then reboot the target
computer.
Does the user on the target computer have permis‐ Check the following on the target computer:
sion to access the target system? ● Is the user account set up?
● Is the user account active?
● Have the administrative permissions been entered?
Does the user have administrative rights on the target Increase the level of the user's permissions.
system?

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Question Procedure
Does the user have permission to access the share Allow access to the target system.
location on which the software is stored?
Are the installation requirements on the target system Ensure that the installation requirements are met.
met?

5.7.7 Unable to create setup package

Check the following:

Question Procedure
Unable to create setup packages Possible Cause:
● Low bandwidth (less than 256 Kbit/s) of the connection to
the storage of the setup files. Check the strength of the
connection.

5.7.8 Setup program is not found

Check the following:

Question Procedure
Is the setup file available in the storage location? Check the software storage location (network path and name of the
setup file).

5.7.9 Setup package is not running

Check the following:

Question Procedure
Are the necessary software packages available? Check the software storage location (network path and name of the
setup file).

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5.7.10 Computer is not ready for installation

Check the following:

Question Procedure
Are processes run‐ Check the redundancy status.
ning on the installa‐ Pay attention to possible effects on process mode (e.g. if redundancy switchover is required).
tion computer that Note: Redundancy status prevents software update
may prevent instal‐
In process mode, the servers of a redundant server pair can only be installed one after the other for
lation of the soft‐
availability reasons (mutual exclusion of readiness for installation).
ware packages?
● When a server pair is in process mode, simultaneous update of both computers using the
Management Console is blocked in the Management Console.
● The redundant partner is not available.
● The software cannot be installed on the current master because the redundancy switchover is not
possible.
If you are updating PCS 7 software packages prior to version 8.1 on computers on which SIMATIC
BATCH or SIMATIC Route Control is installed:
Check whether process mode is activated.
Note: Process mode prevents additional actions
If you wish to update these software packages while using the SIMATIC Management Console, you
must ensure that process mode of all software packages is ended for these PC stations.
The following section "Updating computers with SIMATIC BATCH or SIMATIC Route Control
(Page 143)" includes additional information.
Setup cannot be in‐ Check whether the setup is suitable for installation with the Management Console.
stalled? The software update using the Management Console cannot be performed for some software packages
of PCS 7.
The following software packages can only be distributed as new installations with the SIMATIC Man‐
agement Console:
● Process Historian
● Information Server
● OpenPCS 7 (update of the "SIMATIC Management Agent" service possible as of installed version
8.1).
● Web Option for OS
(Web Client or Web Diagnostic Client: Updating the "SIMATIC Management Agent" service is
possible as of installed version 8.1).
These software packages need to be manually installed for a software update.
Is the installation Make sure that the server is not in the "fault" state.
computer a server?
Have you checked ● Is the computer prepared?
the following cau‐ – Management Console cannot be operated (Page 115)
ses?
– Setup program is not found (Page 117)
– Setup package is not running (Page 117)
● Is the computer available?
– Computer is not recognized by the Management Console (Page 115)

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5.7.11 Function cannot be operated

Check the following:

Question Procedure
Is the current user entered in the "SIMATIC Manage‐ Check the permissions in the user management of the domain or
ment Users" user group on the Management Console locally on the computers.
computer and the target computer?
Is the inoperable function the setup management? Check that all installations are complete. You can find additional in‐
formation on this in the section "Running installations... (Page 129)".

5.7.12 "Determine inventory data" not executed

Check the following:

Question Procedure
Are user-specific names used in the project Check the user-specific names in the project.
with characters that are not permitted? For additional information, refer to the section "Requirement for the "Deter‐
mine inventory data" function (Page 92)"
Should the inventory data of switches be de‐ Check whether the conditions for determining online data have been met:
termined online? ● A user is logged on to the engineering station.
● The user logged on to the engineering station is a member of the local
Windows group "SIMATIC NET".
Should the inventory data of field devices be The online display does not include the determination of field devices that are
determined online? in process mode. This means that a load is not placed on communication to
the automation system or to the field devices.
Should the inventory data of field devices be Check whether the conditions for determining data of field devices have been
determined offline? met:
● SIMATIC PDM (as of V8.0) is installed on the engineering station.
● The field devices are configured using SIMATIC PDM in the PCS 7 project.
● The Management Console is able to access the SIMATIC PDM data.

5.8 Saving information in files

Using the Management Console, you can export information in files.

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5.8 Saving information in files

Information

Information Preparation Procedure File format

Event log None 1. Menu command File > Event display ● CSV
(Page 56)
2. "Export" button
3. Select path and enter file name
4. Save
Alarm protocol None 1. Select the shortcut menu command Export ● CSV
in the message list.
2. Select path and enter file name
3. Save
Inventory data Menu command Deter‐ 1. Select object ● XLSX
mine inventory data 2. "Export inventory data" shortcut menu
command Exporting inventory data in the
network view (Page 94) or button
Inventory data filtered Menu command: 1. Select object (in the view in which the ● XLSX
using an inventory da‐ ● Determine inventory inventory data was obtained)
ta profile data 2. Shortcut menu command Apply inventory
● Inventory data profile data profile... (Page 112)
wizard 3. Select inventory data profile
● Apply inventory data 4. Select path and enter file name
profile 5. Apply
Installation report Menu command 1. Menu command Options > Create ● PDF
Create installation report installation report... (Page 88)
2. Select a reporting period
3. Select path and enter file name
4. Save
License report None 1. Menu command Options > Create license ● XLSX
report... (Page 141)
2. Select path and enter file name
3. Save
4. Forward file to Siemens contact person
Project inventory data ● "Add plant" overview 1. Select "Options> Project inventory data ● XML
export (Page 96) export..."
● "Dialog window "Add 2. Select the project to export data in XML
plant (1/2) Specify format.
Engineering Station" 3. Select the cover page for your project from
(Page 97) the "Please select the cover page" drop
● "Dialog box "Add down list. Select the storage location for your
plant (2/2) – Select XML file from the "Please select the storage
projects" (Page 98) location" button and click "OK".
● "Determining
inventory data in the
plant view" (Page 98)

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Note
Visualization of the files
● To read PDF files, you need a PDF reader that is compatible with PDF 1.7
(ISO32000-1:2008 PDF).
● We recommend Microsoft EXCEL for editing the XLSX and CSV files.

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6.1 "File" menu

6.1.1 Back up data...

The configuration and settings for the Management Console can be backed up to a file. Using
the backup file, this data can be restored on any computer on which the Management Console
is installed.

Note
Pre-shared key
The pre-shared key valid at the time of the backup is not saved. To restore communication to
the connected computers, the currently valid pre-shared key must be known.

Procedure
1. Select the menu command File > Back up data.
The "Back up / recover SIMATIC Management database" dialog opens.
2. Select the path and file name for the backup file.
3. Click "OK".

6.1.2 Restore data...

The configuration and settings for the Management Console can be backed up to a file. Using
the backup file, this data can be restored on any computer on which the Management Console
is installed.

Note
Restoring data from a Management Console with assigned computers
● You first need to use the "Disable console assignment (Page 125)" menu command before
you can restore data.
● The valid pre-shared key is not included in the backup.
To restore communication to the connected computers, the currently valid pre-shared key
must be entered.

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6.2 "Edit" menu

Procedure
1. Select the menu command File > Restore data.
The "Back up / recover SIMATIC Management database" dialog opens.
2. Select the path and file name of the backup file.
3. Click "OK".

6.1.3 Exit
Exits the Management Console dialog box.

6.2 "Edit" menu

6.2.1 Create group

This menu command is used to create groups in the network view.

Version 1:
1. Select the network object in the network view.
2. Select the menu command Create group in the shortcut menu.

Version 2:
1. Select the network object in the network view.
2. Select the menu command Edit > Create group.

Result
A folder for a group with the name "New group" is created in the network view.
Recommendation: Rename the new group.

6.2.2 Delete group

This menu command is used to delete groups from the network view structures.

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6.2 "Edit" menu

Procedure
1. Select the group in the network view.
2. Select the menu command Edit > Delete group.
The computers in the previously selected group are moved to the "Non-assigned
computers" folder.
Note
The menu command "Delete group" cannot be used for the "Unassigned computers" group.

6.2.3 Disable console assignment

This menu command is used to cancel the console assignment to all computers in the network.
The console assignment of the Management Console to all computers in the network must be
canceled if the Management Console is to be switched to another computer.

Note
All data of the Management Console is deleted.

Requirements
● The user is logged on as the administrator of the Management Console (see section
"Managing rights (Page 21)").
● The Management Console is started.

Procedure
1. Select the menu command Edit > Disable console assignment.
A note on canceling the console assignment is displayed.
2. Click "OK".
The console assignment is canceled.

Result
You can start the Management Console on another computer.

Additional information
Section "Adding computers (Page 59)"

6.2.4 Update network view

This menu command is used to update the displayed information.

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6.3 "View" menu

Called via keyboard: <F5>

Note
You can only use this menu command on objects of the network view.

6.3 "View" menu

6.3.1 Network view

This menu command is available when the plant view is displayed in the Management Console.

Calling functions via the shortcut menu

The table below sets out functions which you can run for objects in the network view using the
shortcut menu.
You can find information on the availability of this function in the relevant section of this
documentation.

Object Group functions Computer-specific functions Other functions

Network nodes ● Create group ● Adding computers ● Reset status (Page 61)
(Page 124) (Page 59) ● Updating the SMAgent
● Disable assignment ● Determining inventory data in the
(Page 61) network view (Page 93)
● Exporting inventory data in the
network view (Page 94)
● Apply inventory data profile...
(Page 112)
Group ● Create group ● Adding computers ● Reset status (Page 61)
(Page 124) (Page 59) ● Updating the SMAgent
● Rename group ● Disable assignment ● Determining inventory data in the
(Page 124) (Page 61) network view (Page 93)
● Delete group ● Exporting inventory data in the
(Page 124) network view (Page 94)
● Apply inventory data profile...
(Page 112)
● Installing SIMATIC software
(Page 78)
● Updating SIMATIC software
(Page 81)

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6.3 "View" menu

Object Group functions Computer-specific functions Other functions

Assigned computers - ● Adding computers ● Reset status (Page 61)
(Page 59) ● Updating the SMAgent
● Disable assignment ● Determining inventory data in the
(Page 61) network view (Page 93)
● Exporting inventory data in the
network view (Page 94)
● Apply inventory data profile...
(Page 112)
● Installing SIMATIC software
(Page 78)
● Updating SIMATIC software
(Page 81)
Non-assigned comput‐ - ● Assigning computers -
ers (Page 57)

-: Function not available

Reset status
The "Reset status" function resets the status displayed by the SIMATIC Management Console.
Application example:
An already completed action is displayed with "Action is running". This means that additional
actions are blocked on this computer.

See also
Starting the Management Console (Page 35)
Symbols in the network view (Page 43)

6.3.2 Plant view

This menu command is available when the network view is displayed in the Management
Console.
Select the plant view when you want to use the Management Console to determine the
inventory data of PCS 7 plants.

Note
Following installation of the Management Console
The plant view only shows the "Plants" node.

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6.3 "View" menu

Preparing the plant view

The following steps must be taken to display information about objects of the PCS 7 plants in
the plant view:
1. Add the engineering stations to the Management Console.
You can find additional information about this in the section "Settings... (Page 131)".
2. The PCS 7 projects of the plants are available.
You can find additional information about this in the section "Dialog box "Add plant (2/2) -
Select projects" (Page 98)".

Calling functions via the shortcut menu

The table below sets out functions which you can run for objects in the plant view using the
shortcut menu.
Requirements:
● One of the following objects (or a lower-level object) is selected in the tree view.
● The inventory data has been determined for the object or a higher-level project.

Object Determine inventory Export inventory data Remove <Object> Reset status
data
Multiproject X X X -
Subproject of a Multi‐ X X - -
project
Single project X X X -
Engineering station - - X X

X: Function can be executed

-: Not possible

Additional information
● Section "Starting the Management Console (Page 35)"

6.3.3 Event display...

This menu command opens the "Event viewer" dialog box.

See also
"Event display" dialog box (Page 56)

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6.3 "View" menu

6.3.4 Running installations...

You can use this menu command to check whether installations started with the Management
Console are currently still running.

Displaying the status of installations

Select the menu command View > Running installations.
The "Overview of running remote installations" dialog opens.
The table in the dialog shows the following information in every filled line:
● Date / Time: Start of the installation of the product shown in the "Description" column
● Computer name: Name of the computer on which the installation has started
● Event (short description): Featured setup package or setup
● Description: Displays the currently running installation step and the associated product
● User name: Name of the Windows user who started the installation of the setup package or
the Setup program.
The update of the "SIMATIC Management Agent" service via the shortcut menu command
"Update or repair SMAgent (Page 63)" is not displayed in the "Overview of running remote
installations" dialog.

Table is empty?
If there is no entry in the table, all remote installations that were started with the Management
Console are terminated when the menu is opened. You can find information on the installation
procedure in the section "Event display (Page 56)".

6.3.5 SMAgent license display...

The following information is displayed in the dialog box:
● Number of occupied licenses
The number of used "SIMATIC Management Agent" license keys shows how many
computers are connected to the Management Console.
● Number of free licenses
The number of free "SIMATIC Management Agent" license keys shows how many
additional computers can be connected to the Management Console.

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6.4 "Options" menu

6.4 "Options" menu

6.4.1 Language...

Language displayed in the menus and dialog boxes

The language displayed in the menus and dialog boxes is set as follows after installation of the
Management Console:
● Operating system language
If the menus and dialog boxes are available in the language of the operating system.
● English
If the menus and dialog boxes are not available in the language of the operating system.

Switching language in menus and dialog boxes

1. Select the menu command Options > Language.
2. Select one of the available languages.
3. Click "OK".

6.4.2 Set pre-shared key...

You use the dialog box to specify the pre-shared key for the communication of computers with
the Management Console.

Procedure
1. Pay attention to the information in the dialog box.
– If you want to keep people around you from seeing your entries, select the check box
"Hide characters when typing" (default setting: selected).
– Enter the new pre-shared key.
– Enter the new pre-shared key also in the "Confirm new pre-shared key" input box.
2. Click "OK".

Adapting the pre-shared key at a later time

You can find information on subsequent changes to the pre-shared key on a computer with
installed SIMATIC Management Agent in the section "How to change the pre-shared key on a
computer at a later time (Page 70)".

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6.4 "Options" menu

6.4.3 Settings...
The Options > Settings command is used to specify settings for work with the Management
Console.

"Define Engineering Station" tab

On the "Define Engineering Station" tab, select the PCS 7 engineering stations where PCS 7
projects are stored. Some information for determining the inventory data is obtained from
project data.
Requirement
● The engineering stations are assigned using the Management Console.
You can find additional information about this in the section "Assigning computers
(Page 57)".

Function Selection
Preparing the Manage‐ 1. In the "Add ES" drop-down list, select the computer name of one or more
ment Console for evalu‐ engineering stations.
ating engineering station
2. Click on the "Add" button.
project data.
The computers are added to the list "Available ES".
3. Click "OK"
Note:
Then select the PCS 7 project – or projects – from the plant view.
You can also find the license name and the process object count when
the project is selected (Only when we determine the inventory data for
the added plant).

"SIMATIC Management Agent Setup" tab

Using this tab you specify the network path and the name of the setup file to which you have
copied the software for updating the "SIMATIC Management Agent" service.
Enter the network path (in UNC notation) and the name of the setup file in the "Network path
and name of a setup file" input box.

Note
You can only use the functions of the Management Console on the computers in the network
on which the same version of the "SIMATIC Management Agent" service is installed.

"Web server settings"

On the "Web server settings" tab, select the check box to update or install software through
Management Console on a target computer with an active runtime of the web server.

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6.4 "Options" menu

If the check box is selected, the Management Console ends the active runtime of the web
server and closes the projects on the target computer and then, the Management Console
installs or updates the software on target computers.

Note
If auto-start is enabled on the target computers and in the Management Console, then after the
installation of software the projects start automatically.

If the check box on the "Web server settings" tab is not selected and the runtime of the web
server is active, the Management Console does not allow the installation of the software and
you can view in the "Status" column as displayed in the below dialog.

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6.4 "Options" menu

"Update device status" tab

In this tab, specify the cycle time for determining the device status. The Management Console
attempts to update the required information within the specified time.

Function Possible values

Setting the cycle time (in minutes) for device status ● 0.5
check ● 1
● Default value: 1 min
● 5
● 10
● 30
● 60

"Update network status" tab

On this tab, specify the cycle time for updating the network status. The Management Console
attempts to update the required information within the specified time.

Function Possible values

Setting the cycle time (in minutes) for updating the ● 1
network status ● 2
● Default value: 5 min
● 5
● 10
● 30
● 60

"SIMATIC BATCH" tab

Global settings are required for installing SIMATIC BATCH. These settings enable setups to be
executed on the target computers without local entries.
For additional information, please refer to the following documentation:
● Section "Computer is not ready for installation (Page 118)"
● SIMATIC BATCH help

"Inventory Data Export" tab

On the "Inventory Data Export" tab, you can specify the location to save the automatically
generated inventory data export files.
The inventory data files of objects in both plant and network view are automatically exported
and saved only in the specified location.
The automatically generated inventory data export file of objects in a plant and network view are
saved in the format:<Project name>_<date and time> and Inventory data_<date and time>
respectively.

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6.4 "Options" menu

You can also choose cover page for the export inventory data file.

Note
When inventory data export path is not specified in the "Inventory Data Export" tab, by default
the automatically generated inventory data export files are saved in the Libraries>Documents
folder.

"Cover page" tab

You can create cover pages for reports and exports with the Management Console.
The list displays the names of the configured cover pages.

Objective / Action Procedure

Add/edit cover page ● Click "Add".
● Select a cover page entry in the list. Click "Edit".
Opens the dialog box "SIMATIC Management Console - Configuring
cover page".
1. SIMATIC Management Console (1/4) - Configuring cover page
Enter the plant-specific information in the dialog box.
2. SIMATIC Management Console (2/4) - Configuring cover page
Enter the contact information of the plant operator in the dialog box.
3. SIMATIC Management Console (3/4) - Configuring cover page
Enter the contact information of the contact person (Siemens) in the
dialog box.
4. SIMATIC Management Console (4/4) - Configuring cover page
You can enter a comment with up to 500 characters in the input box.
This comment will be visible on the cover page.
Delete cover page 1. Select a cover page entry in the list.
2. Click "Delete".
Export cover page to a file 1. Select a cover page entry in the list.
2. Click "Export".
3. Select the export path.
Import cover sheet into list 1. Click "Import".
2. Select the path of the import file.
Change name of a cover 1. Select a cover page entry in the list.
page 2. Click on the name. The area changes into an input area.
3. Enter a name.

Additional information
● You can find more detailed information on the required settings in the product help pages.
● Section "Setup management... (Page 135)"
● Section "Installing SIMATIC software (Page 78)"
● Section "Setup packages (Page 76)"

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6.4 "Options" menu

6.4.4 Setup management...

You can only install a piece of software using the Management Console if the software is
recognized by the Management Console. You perform the assignment using the menu
command "Setup management" in the "Options" menu.
You can find the following tabs in the "Setup management" dialog:
● "Setups" tab
● "Setup packages" tab

"Setups" tab
The storage location of a software package must be entered in the "Setups" list if it is to be
installed with the Management Console.

Note
Providing the software
● Possible storage location for supplied software:
– Directories and drives
– On the local computers or on the network
● The software to be installed is available from one shared storage location (shared network
path, for example \\<Computer name>\<Shared name>).
● The user of the Management Console must have access to the local drives, external drives
or folders. You can find additional information about this in the section "Managing rights
(Page 21)".
● Software distributed between more than one medium (for example, 2 DVDs) must be copied
to the same storage location. This ensures that the medium does not need to be changed
during software installation.
● Only members of the "SIMATIC Management Administrator" user group can install or
update SIMATIC Management Software.
● User must be a member of "SIMATIC Management User" group to create packages.

Name Path
Plant-specific setup name Location of the software for SIMATIC product (\\<Compute name>
\<Share name>\<Name of setup file>)

Note
Setups that are not integrated in PCS 7 Setup
These software packages (WinCC Update, for example) can only be installed using the
Management Console, if the following requirements are met:
● No input is required in the Setup dialogs during the execution of the setup.
● A setup package has been created for the products.

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6.4 "Options" menu

"Setup packages" tab

Note
Make sure that only the administrator and no other users have write permission for the directory
in which the setup files and setup packages for SIMATIC Management Console is located.

You create plant-specific setups for computers in the "Setup packages" tab. For installation on
individual computers or groups of computers, you only select the required setup packages.
Managing setup
1. Select the menu command Options > Setup management ... .
The "Setup management" dialog opens.
2. Select the "Setups" tab.
The "Setups" list appears in the "Setup management" dialog.
The following actions are possible:

Action Button Function

Add setup Add Enter the plant-specific name for the software package
in the dialog. Add the network path (in UNC notation)
and the name of a setup file.
● "..." button: You can then select the setup file in the
subsequent dialog.
● "OK" button: Entry is added.
● "Cancel" button: No new entry.
Remove setup Remove 1. Select an entry in the table.
2. Click "Remove".
The "Confirm removal" dialog opens.
3. Confirm by clicking "Yes".
The software packages are removed from the list.

Note
You can only select one setup to create a setup package. The SIMATIC Management
Console does not allow selection of multiple setups.

3. Click "OK" to close the dialog.

Note
Confirming license terms and safety instructions
Individuals who confirm the licensing conditions and safety instructions when creating setup
packages must pay attention to the following:
Ensure that all persons authorized to install the setup packages accept these conditions.
Recommendation:
If necessary, copy the contents into a file and provide the authorized persons with these
contents.

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6.4 "Options" menu

Additional information
Section "Setup packages (Page 76)"
Section "Project inventory data export" (Page 137)

6.4.5 Project inventory data export...

Introduction
This section guides you to use the project inventory data export feature for SIMATIC
Management console. The SIMATIC Management Console can generate data of objects in
iBase format. iBase is a hierarchical representation of hardware and software data for projects.
In the iBase format the data is classified into operator systems, automation systems, network
systems and field components. In iBase format, you can also view the classification, reference
ID and key number for each object. This feature helps you to export project data in an XML file.

Prerequisites
The following operations must be performed before exporting the inventory data. Please refer
to the following sections:
1. "Add plant" overview (Page 96)
2. Dialog window "Add plant (1/2)- Specify Engineering Station" (Page 97)
3. Dialog box "Add plant (2/2) – Select projects" (Page 98)
4. Determining inventory data in the plant view (Page 98)

Note
● Project data can be exported for only one project at a time.

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6.4 "Options" menu

Procedure
1. In the "SIMATIC Management Console" window, select "Options>Project inventory data
export". The "Select project" window appears.

2. In the "Select project" window, select the project to export data in XML format. The "Export
inventory data" window appears.

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6.4 "Options" menu

3. In the "Export inventory data" window, select the cover page for your project from the
"Please select the cover page" drop down list. Select the storage location for your XML file
from the "Please select the storage location" file browser and click "OK".

4. An example of the iBase data in the XML file structure is shown below:

6.4.6 External components...

Use this function to get the external components in your project that cannot be directly read
from any system component in the inventory data. The external components are displayed in
the GUI and the inventory report.

Procedure
1. Select the Options > External components... menu command.
The "External components" dialog box opens.
2. In the "Please chose the file to import" area, click the [...] button to import the file.
3. Click 'OK'.
The CSV file is imported. The properties of Manual Components.csv file are:
● The timestamp of the imported file is displayed in the "Imported on:" and "Modified on:"
fields.
● The user-defined import file must be in CSV format.
● The first line must contain names of the header (seperated with ";").

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6.4 "Options" menu

● The lines containing devices with their special information (seperated with ";").
● The "External components" tab contains the same content in all languages. Translation is
not needed here.
Example for customer components CSV file is as follows:
Name of device; Tech location; Serial Number; Version; Description
HP Printer 460; Test area 5; 100-55-768;V6.1; Printer for Logging
Test Switch; Test area 6; 54XC-FDE;V6.2; Switch for special test

Note
Check the "Delete External Components" option to delete the imported file, else, the newly
imported file will replace the existing one.

6.4.7 Inventory data profile wizard...

The Management Console allows you to compare ACTUAL device configurations with saved
device configurations.
As a filter for the comparison, you apply inventory data profiles that you create with the
inventory data profile wizard.

Requirements
● Inventory data have been determined in the Management Console.
● The currently determined inventory data contains the corresponding categories.

Note
Examples of missing categories in the inventory data
● The current inventory data only contains the installed license keys:
An inventory data profile for determining "Installed SIMATIC software" cannot be created.
● Inventory data profiles are always view-specific (network view or plant view).
If the current inventory data has only been determined in the network view, you cannot
create inventory data profiles for the plant view.
● If needed, determine the inventory data in the network or plant view before creating a new
inventory data profile.

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6.5 "?" menu (Help menu)

Actions with the inventory data profile wizard

The following actions are possible with the inventory data profile wizard:

Actions Dialog
Select origin of inventory data and action Section "Dialog "Inventory data profile wizard (1/3) - Se‐
lect view and action" (Page 107)"
Specify parameter sets Section "Dialog "Inventory data profile wizard (2/3) - Cre‐
ate/change inventory data profile" (Page 108)"
Select version categories and save/export Section "Dialog box "Inventory data profile wizard (3/3) -
the inventory data profile Save inventory data profile" (Page 112)"

6.4.8 Create license report...

Use this function to forward the plant-specific license report to a Siemens contact person.

Requirement
The engineering station has been specified.
You can find more information in section "Settings... (Page 131)".

Procedure
1. Select the Options > Create license report... menu command.
The "Create license report - use of license keys" dialog box opens.
2. Select a cover page from the drop-down list box for the license report.
3. Select a storage location for the license report.
4. Click "OK".

Result
The result is stored in an XLSX file.

6.5 "?" menu (Help menu)

6.5.1 Available plug-ins...

The command "Available plug-ins..." is used to display information about the Management
Console components (plug-ins).

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6.5 "?" menu (Help menu)

Requirements
The user of the Management Console is a member of the "SIMATIC Management User"
Windows group.

Procedure
1. Select the menu command ? > Available plug-ins ... .
A list with the following columns is displayed in the dialog box:

Column Meaning
Plug-in name Name of the Management Console component
Company Component manufacturer
Version Version number of the component
Description Area of application in the Management Console

6.5.2 Help
This menu command is used to open the "SIMATIC Management Console help".

6.5.3 Info...
Legal information is displayed.

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Plants with PCS 7 V8.0 or V8.1 7
7.1 Updating computers with SIMATIC BATCH or SIMATIC Route Control

Updating SIMATIC Management Agent on SIMATIC BATCH PC

SIMATIC BATCH PC with SIMATIC Management Agent < V8.1 SP1.
It is not possible to perform a central update of the SMAgent from V8.1 using SIMATIC
Management Console. Update the local agent.

Preparing SIMATIC BATCH for updating

If you wish to update SIMATIC BATCH while using the SIMATIC Management Console, you
must ensure that the following points apply to the SIMATIC BATCH stations:
● SIMATIC BATCH process mode (runtime) is ended.
● The BATCH Launch Coordinator of SIMATIC BATCH is ended.

Note
These functions must not be activated before the installation is finished (for example, with a
restart of the PC before the start of the installation).
Recommendation:
1. Log on to the SIMATIC BATCH PC station with administrator rights.
2. Open the BATCH Launch Coordinator shortcut menu in the Info area in the Windows task
bar. Select the "Change start mode from" command in the shortcut menu.
3. Select the start mode "Manual" for the installation period.

For additional information, refer to the SIMATIC BATCH help documentation.

Preparing SIMATIC Route Control for updating

If you wish to update SIMATIC Route Control while using the SIMATIC Management Console,
you must ensure that the following points apply to the SIMATIC Route Control stations:
● SIMATIC Route Control process mode (runtime) is ended.
● SIMATIC Route Control server dialog is ended.

7.2 Plants with PCS 7 V8.0: Notes on functions

The following notes apply to computers on which software of PCS 7 version 8.0 is installed.

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7.2 Plants with PCS 7 V8.0: Notes on functions

Requirements for installation and application of the Management Console

The installation and application of the Management Console is released when the following
requirements are met on the computers:
● Note the following in the section "Preface; Table 2-1 Overview of the most important
changes (Page 12)".
● The computers of the plant must be at least of the version PCS 7 V8.0.

Installing SMAgent
The SIMATIC Management Agent should not be installed directly via the PCS 7 Setup from the
SIMATIC PCS 7 DVD.
Install the SIMATIC Management Agent using the following setup from the following folders of
SIMATIC PCS 7 DVD 2: Additional_Products > SMA__Vx.x.

Function "Options > Create license report"

Requirement for creating the license report
The following software package must be installed on the computer from which license
information is to be determined:
Automation License Manager >= Version V5.2
This requirement does not apply to the options of the "Determining inventory data in the
network view (Page 93)" function.

Preparing SIMATIC BATCH stations for updating

If you wish to update SIMATIC BATCH while using the SIMATIC Management Console, you
must ensure that the following points apply to the SIMATIC BATCH stations:
● Process mode is closed.
● The BATCH Launch Coordinator of SIMATIC BATCH is closed.
To end the BATCH Launch Coordinator, open its shortcut menu in the Info area in the
Windows task bar. Select the Exit command in the shortcut menu.

Note
These functions must not be activated before the installation is finished (for example, with a
restart of the PC before the start of the installation).
Recommendation:
1. Log on to the SIMATIC BATCH PC station with administrator rights.
2. Open the BATCH Launch Coordinator shortcut menu in the Info area in the Windows task
bar. Select the "Change start mode from" command in the shortcut menu.
3. Select the start mode "Manual" for the installation period.

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7.2 Plants with PCS 7 V8.0: Notes on functions

Preparing SIMATIC Route Control stations for updating

If you wish to update SIMATIC Route Control while using the SIMATIC Management Console,
you must ensure that the following points apply to the SIMATIC Route Control stations:
● Process mode is closed.
● SIMATIC Route Control server is disabled.
To do this, open the information area for the SIMATIC Route Control server dialog in the
Windows taskbar. Select the Disable command in the shortcut menu.

Note
These functions must not be activated before the installation is finished (for example, with a
restart of the PC before the start of the installation).
Recommendation:
1. Log on to the SIMATIC Route Control PC station with administrator rights.
2. Open the information area for the SIMATIC Route Control server dialog in the Windows
taskbar. Select the "Turn off automatic activation" command in the shortcut menu.

"Install SIMATIC software ..." function

The computers of the plant must be at least of the version PCS 7 V8.0.
Note the following in the section "Preface; Table 2-1 Overview of the most important changes
(Page 12)".
If you want to install software with the Management Console, note the following:
● For PC stations (e.g. OS servers) with a PCS 7 installation up to version 8.0, the status of
the process mode cannot be determined.
● Requirements for updating the software packages of these PC stations using the functions
of the SIMATIC Management Console:
You must ensure the following for these computers:
– Process mode is disabled.
– Automatic start of process mode is disabled.
– Activation of the process mode is prohibited during installation of the software packages.
● Software prior to PCS 7 V8.0 with the latest service packs is not approved for installation
with the Management Console.

Note
Setups from the "Additional Products" folder prior to DVD PCS 7 V8.1 cannot be installed
The following setups from the PCS 7 DVD cannot be installed with the SIMATIC Management
Console:
Setups contained in the "Additional Products" folder on the PCS 7 DVD.

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7.2 Plants with PCS 7 V8.0: Notes on functions

Detailed information about the operating mode in the "Device Status"

The computer-specific information about the operating mode is displayed differently in the
"Device status" tab:

Operating mode PCS 7 V8.0 with service packs PCS 7 V8.1

Operating mode (WinCC) Active / inactive For additional informa‐
Operating mode (BATCH) --- / --- tion, refer to the section
""Device status" tab
Operating mode (RC) Not ready for installation (Page 49)"

See also
Preface (Page 9)

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Index
SMAgent, 144
Update, 26
C Installing SIMATIC Management Console, 144
Installing SMAgent, 144
Computer
Inventory data profile
Delete, 59
Create new, 109
Disable assignment, 61
Download, 109
Symbols, 45
Importing, 109
Console assignment
Cancel, 61
Cover page, 134
L
License keys
D Determine, 144
License report
Deactivating
Create, 144
Service, 27
Licenses
Device status
Determine, 144
Updating, 133
Disable assignment
Computer, 61
Console assignment, 125
N
Display setup packages, 77 Network status
Displays Updating, 133
Setup packages, 77
Documentation
Access options, 10 O
for planning and configuration, 10
Operating system
Requirement, 25, 26
E
Engineering stations P
Specify, 131
Permission
Events
Administrator, 25, 26
Delete, 57
Permissions
Exit (Project menu), 124
Determine inventory data, 21, 22
Operator input, 22
Remote computers, 21
I Target computers, 21
Installation Preparing
Management Console, 24 Installing, 76
Preparing, 135 Setup, 76
Software, 78, 81 Pre-shared key, 67
Symbols, 45 Project menu
Installing Exit, 124
Management Console, 25
Remote installation, 28, 29
Service on remote computers, 27
SIMATIC Management Console, 144

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Index

R
Remote, 15
Operator input, 35
Service, 35
Remote access, 35
Remote desktop connection, 15, 29
Requirement
Administrator, 25, 26
Network copy of the PCS 7 DVD, 25, 26
Operating system, 25, 26

S
Service
Starting/deactivating, 27
Setup, 131
Preparing, 135
Setup packages
Preparing, 76
SIMATIC BATCH, 133
Updating SIMATIC Management Agent, 63
SIMATIC Management Users
Permissions, 22
Windows group, 22
SIMATIC software
Installing, 78
Update, 81
Software
Update, 145
Sorting, 38
Starting
Service, 27
Status, 43, 46
Computer, 44
Group, 43
Symbols, 40
Toolbar, 40

U
Update, 26

V
Virtual Network Connection, 15
VNC, 15

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