Prepare and backup project
7.4 Other transfer functions
7.4.3 Update operating system
Introduction
Conflicts may occur when using the HMI device due to the use of different versions of the configuration software and the HMI device image present on the HMI device. In such a case, transfer of the project is stopped by the configuration computer and a message indicating a compatibility conflict appears. The operating system on the HMI device must then be updated. For this purpose, a current HMI device image must be transferred to the HMI device. The image contains the required operating system.
The procedure is described below.
Requirements
• The HMI device is connected to the configuration computer according to the selected connection type.
• WinCC flexible or ProSave is installed on the configuration computer.
Notice Data loss
When the operating system is updated, all of the existing data on the HMI device, such as project, applications, passwords, and recipes, are deleted.
There are two different procedures for updating the operating system: • Updating the operating system using stand-alone ProSave
• Updating the operating system using WinCC flexible
If an operating system update should be performed using WinCC flexible, all the general settings, such as HMI device and transfer settings, are assumed from the project.
Update operating system
There are two types of operating system updates:
• An update on an HMI device on which an operating system already exists
In this case, the operating system update is executed without selecting the "Boot" check box.
• An update on an HMI device on which there is no operating system
Procedure – update operating system without Booting
When updating the operating system without "Booting", the configuration computer communicates with the HMI device via its operating system.
Proceed as follows in order to adapt the operating system on the HMI device to the configuration software version used:
1. Start WinCC flexible from the Windows Start menu on the configuration computer and open a project, or start ProSave from the Windows Start menu.
2. When using WinCC flexible, select the "Project ▶ Transfer ▶ Transfer Settings" menu command or, using ProSave, select the existing HMI device on the "General" tab. 3. Select the connection.
4. Enter the connection parameters
5. In WinCC flexible, select the "Project ▶ Transfer ▶ Update Operating System" menu command, or in ProSave, select the "OS Update" tab in ProSave.
6. Clear the "Boot" check box if it is selected.
7. In "Image path," select the directory containing the image file (file extension *.img) belonging to the HMI device.
8. Select the "Open" button.
When the image file has been opened successfully, various version information appears in a window.
9. Configure the required transfer channel on the HMI device. 10. Switch the HMI device to transfer mode.
11. Start the operating system update on the configuration computer using the "Update OS" button.
The time this process takes differs depending on the data channel selected. A status display will monitor the transfer's progress.
Result
When the operating system update is successfully completed, a message appears. The HMI device no longer contains a project.
Procedure – update operating system with Booting
When the operating system is updated with "Booting", the configuration computer communicates with the boot loader of the HMI device.
Connect the HMI device to the configuration computer.
Notice
Proceed as follows in order to adapt the operating system on the HMI device to the configuration software version used:
1. Switch off the power supply to the HMI device.
2. On the configuration computer, select the "Project ▶ Transfer ▶ Transfer Settings" menu command in WinCC flexible, or select the existing HMI device on the "General" tab in ProSave.
3. Select the connection.
4. Enter the connection parameters
5. In WinCC flexible, select the "Project ▶ Transfer ▶ Update Operating System" menu command, or in ProSave, select the "OS Update" tab in ProSave.
6. Select the "Boot" check box if it is cleared.
7. In the image path, select the directory containing the image file (file extension *.img) belonging to the HMI device.
8. Select the "Open" button.
When the image file has been opened successfully, various version information appears in a window.
9. Start the operating system update using the "Update OS" button. 10. Switch on the power supply to the HMI device again.
This starts the update. The time this process takes differs depending on the data channel selected. A status display will monitor the transfer's progress.
Result
When the operating system update is successfully completed, a message appears. The HMI device no longer contains a project.
7.4.4 Transferring authorizations
Introduction
To protect the software, licenses (authorizations) on an Authorization disk can be transferred to and transferred back from the HMI device.
The authorization disk is supplied with the respective option, with ProAgent/MP for example, with ProAgent/MP for example.
Requirements
• The HMI device is connected to the configuration computer according to the selected connection type.
• WinCC flexible or ProSave is installed on the configuration computer.
• Insert the Authorization disk containing the licenses to be transferred in the disk drive of the configuration computer.
The ProSave Service Tool can be used to transfer authorizations. An advantage of this is that the authorization can be transferred without calling in WinCC flexible.
There are two methods of transferring an authorization: • Transferring an authorization using stand-alone ProSave • Transferring an authorization using WinCC flexible
If an authorization transfer should be performed using WinCC flexible, all the general settings, such as HMI device and transfer settings, are assumed from the project.
Procedure - transferring an authorization to the HMI device
Transferring an authorization to the HMI device
1. Start WinCC flexible from the Windows Start menu on the configuration computer and open a project, or start ProSave from the Windows Start menu.
2. When using WinCC flexible, select the "Project ▶ Transfer ▶ Transfer Settings" menu command or, using ProSave, select the existing HMI device on the "General" tab. 3. Select the connection.
4. Enter the connection parameters
5. Select the menu command "Project ▶ Transfer ▶ Authorizations" in WinCC flexible or select the "Authorize" tab in ProSave.
6. Select the authorization to be transferred to the HMI device from the "Choices" options. 7. Configure the required transfer channel on the HMI device.
8. Switch the HMI device to transfer mode.
9. Press the ">>" button to start transferring the authorization onto the configuration computer.
Result
The authorization is transferred to the HMI device. The option as to which authorization is required can now be defined on the HMI device.
Procedure - transferring authorization back from the HMI device
Transferring an option back from the HMI device:
1. Start WinCC flexible from the Windows Start menu on the configuration computer and open a project, or start ProSave from the Windows Start menu.
2. When using WinCC flexible, select the "Project ▶ Transfer ▶ Transfer Settings" menu command or, using ProSave, select the existing HMI device on the "General" tab. 3. Select the connection.
4. Enter the connection parameters
5. Select the menu command "Project ▶ Transfer ▶ Authorizations" in WinCC flexible or select the "Authorize" tab in ProSave.
8. Press the "Device Status" button on the configuration computer to display all the authorizations currently installed on the HMI device.
9. Select the authorizations under "Installed Authorizations" to be transferred from the HMI device.
10. Press the "<<" button to start transferring the authorizations back.
Result
The authorization is transferred back from the HMI device. The option as to which authorization is required can no longer be used on the HMI device.
7.4.5 Transferring options
Introduction
Options specially developed for the HMI device, e.g. additional applications, can be installed on the HMI device.
ProSave is supplied with the following options by default: • Drivers for uninterruptible power supply
• Pocket Internet Explorer
Requirements
• The HMI device is connected to the configuration computer according to the selected connection type.
• WinCC flexible or ProSave is installed on the configuration computer.
The ProSave Service Tool can be used to transfer authorizations. An advantage of this is that the option can be transferred without calling in WinCC flexible.
There are two methods of transferring an option: • Transferring an option using stand-alone ProSave • Transferring an option using WinCC flexible
If an option transfer should be performed using WinCC flexible, all the general settings, such as HMI device and transfer settings, are assumed from the project.
Procedure - transferring an option to the HMI device
Transferring an option to the HMI device
1. Start WinCC flexible via the Windows Start menu and open a project, or start ProSave via the Windows Start menu.
2. When using WinCC flexible, select the "Project ▶ Transfer ▶ Transfer Settings" menu command or, using ProSave, select the existing HMI device on the "General" tab. 3. Select the connection.
5. Select the menu command "Project ▶ Transfer ▶ Options" in WinCC flexible or select the "Options" tab in ProSave.
6. Select the options to be transferred to the HMI device from "Available options". 7. Configure the required transfer channel on the HMI device.
8. Switch the HMI device to transfer mode.
9. Press the ">>" button to start transferring the option.
Result
The option is transferred to the HMI device.
Procedure - transferring authorization back from the HMI device
Transferring an option back from the HMI device:
1. Start WinCC flexible from the Windows Start menu on the configuration computer and open a project, or start ProSave from the Windows Start menu.
2. When using WinCC flexible, select the "Project ▶ Transfer ▶ Transfer Settings" menu command or, using ProSave, select the existing HMI device on the "General" tab. 3. Select the connection.
4. Enter the connection parameters
5. Select the menu command "Project ▶ Transfer ▶ Options" in WinCC flexible or select the "Options" tab in ProSave.
6. Configure the required transfer channel on the HMI device. 7. Switch the HMI device to transfer mode.
8. Press the "Device Status" button on the configuration computer to display all the options currently installed on the HMI device.
9. Select the options under "Installed Options" to be transferred back from the HMI device 10. Press the "<<" button to start transferring the options back.
Result