Simatic Process Control System PCS 7 Simatic Batch V9.0: A5E38210537-AA

Preface 1
Security information 2
Product introduction and
installation 3
SIMATIC
What's new? 4
Process Control System PCS 7
SIMATIC BATCH V9.0 Technological basics
complying with ISA-88.01 5
Introduction to SIMATIC
Operating Manual
BATCH 6
Engineering 7
Rational engineering 8
BATCH Control Center 9
BATCH Recipe Editor 10
BATCH OS controls 11
Differences between
BatchCC and BATCH OS 12
controls
Recommended procedure 13
Appendix 14
Context help references 15
05/2017
A5E38210537-AA
Legal information
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WARNING
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CAUTION
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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.
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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 A5E38210537-AA Copyright © Siemens AG 2017.

Division Process Industries and Drives Ⓟ 06/2017 Subject to change All rights reserved
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Table of contents
1 Preface.......................................................................................................................................................27
2 Security information....................................................................................................................................29
3 Product introduction and installation...........................................................................................................31
3.1 What is SIMATIC BATCH?....................................................................................................31
3.2 Functions of SIMATIC BATCH...............................................................................................32
3.3 Components of SIMATIC BATCH..........................................................................................32
3.3.1 BATCH interface blocks.........................................................................................................32
3.3.2 BATCH configuration dialog...................................................................................................34
3.3.3 BATCH Launch Coordinator..................................................................................................35
3.3.4 BATCH control server............................................................................................................36
3.3.5 BATCH CDV..........................................................................................................................37
3.3.6 Batch Control Center (BatchCC)............................................................................................38
3.3.7 BATCH Recipe Editor............................................................................................................40
3.3.8 Assembling BATCH data in reports.......................................................................................41
3.3.9 BATCH OS controls...............................................................................................................41
3.4 Operating modes in SIMATIC BATCH...................................................................................42
3.4.1 Introducing the operating modes "AS-based" and "PC-based"..............................................42
3.4.2 Concept expansion................................................................................................................43
3.4.3 Shifting of the recipe logic to the AS......................................................................................44
3.4.4 Recipe levels and sequence of a recipe................................................................................47
3.4.5 Recipe processing in runtime.................................................................................................48
3.5 Possible configurations..........................................................................................................48
3.5.1 System software architecture.................................................................................................48
3.5.2 Distribution of the SIMATIC program packages.....................................................................50
3.5.3 Client / server architecture of SIMATIC BATCH....................................................................51
3.5.4 Interface to MES/ERP............................................................................................................54
3.5.5 Redundancy...........................................................................................................................54
3.5.5.1 Introduction............................................................................................................................54
3.5.5.2 Example configuration - Fault-tolerant Batch Control............................................................55
3.5.5.3 Behavior in runtime................................................................................................................56
3.5.5.4 Data replication......................................................................................................................57
3.5.5.5 Configuration of the redundant BATCH server......................................................................60
3.5.5.6 Information on network connections......................................................................................62
3.5.5.7 Configuring network connections...........................................................................................62
3.5.5.8 Important additional information.............................................................................................63
3.5.5.9 Automatic hot restart..............................................................................................................64
3.5.5.10 Failure behavior of the BATCH server in AS-based mode.....................................................66
3.6 Configuration limits.................................................................................................................67
3.6.1 Definition of configuration limits.............................................................................................67
3.6.2 Structures of batch process cells ..........................................................................................68
3.6.3 Basics for calculating the performance of both operating modes..........................................70
3.6.4 Measured results for calculating the performance of both operating modes.........................72
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Table of contents
3.7 Security aspects.....................................................................................................................76

3.8 Configuring the security settings on the SIMATIC BATCH server.........................................78
3.9 Installation..............................................................................................................................80
3.9.1 Delivery type of SIMATIC BATCH..........................................................................................80
3.9.2 SIMATIC BATCH Basic..........................................................................................................82
3.9.3 Notes on installation...............................................................................................................83
3.9.4 Readme file with the latest information..................................................................................84
3.9.5 Licenses.................................................................................................................................85
3.9.6 Installing the components of SIMATIC BATCH......................................................................90
3.10 Plant update...........................................................................................................................93
3.11 Time-of-day synchronization..................................................................................................97
3.12 System properties..................................................................................................................97
3.13 BATCH server: Work memory and license key "BATCH Expansion (500MB)"...................100
3.14 Using online help..................................................................................................................101
3.14.1 Using help............................................................................................................................101
3.14.2 Search..................................................................................................................................102
3.14.3 Navigation............................................................................................................................104
4 What's new?.............................................................................................................................................109
4.1 Recipe creation independent of resources...........................................................................109
4.2 Improvements for the use of floating point values................................................................109
4.3 Safety function for overload situations.................................................................................109
4.4 Support of large quantity structures.....................................................................................110
4.5 External recipe data in the BatchML format.........................................................................110
4.6 SIMATIC BATCH PCC API..................................................................................................111
4.7 IS and PH on different PC stations......................................................................................111
4.8 New layout for message window..........................................................................................111
4.9 Differences between BatchCC and BATCH OS controls.....................................................111
4.10 License key/authorization.....................................................................................................112
4.11 PC Configuration and Authorization manual........................................................................112
4.12 OS controls: PCS 7 OS Web Client.....................................................................................112
4.13 OS controls: Hide parameter................................................................................................113
4.14 OS controls: Print and print preview.....................................................................................113
4.15 OS controls: Sort content in columns...................................................................................113
4.16 Advanced user settings........................................................................................................113
4.17 Number of BATCH clients increased...................................................................................113
4.18 Importing recipe data...........................................................................................................114
4.19 Stopping the SIMATIC BATCH system................................................................................114
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4 Operating Manual, 05/2017, A5E38210537-AA
Table of contents
5 Technological basics complying with ISA-88.01.......................................................................................115

5.1 Which standards is SIMATIC BATCH based on?................................................................115
5.2 Introduction of technological terms......................................................................................115
5.3 Basic structure of a recipe....................................................................................................118
5.4 Material and production data (formula)................................................................................119
5.5 Basic structure of a recipe procedure..................................................................................120
5.6 Relationship between master recipe, formula and control recipe........................................120
5.7 What is a formula category?................................................................................................121
5.8 Internal and external formulas..............................................................................................122
5.9 ANSI/ISA-88.01 models ......................................................................................................122
5.9.1 Overview of the ISA-88 standard models.............................................................................122
5.9.2 Procedural control model.....................................................................................................124
5.9.3 Physical model.....................................................................................................................125
5.9.4 Process model.....................................................................................................................127
6 Introduction to SIMATIC BATCH..............................................................................................................129
6.1 Getting started......................................................................................................................129
6.2 Process cell configuration....................................................................................................130
6.3 Permission management.....................................................................................................130
6.4 Recipe creation....................................................................................................................130
6.5 Process mode......................................................................................................................130
7 Engineering..............................................................................................................................................131
7.1 General information on SIMATIC Manager..........................................................................132
7.2 Basic engineering for PCS 7................................................................................................133
7.2.1 Using the PCS 7 Wizard......................................................................................................134
7.2.2 Configuring BATCH servers, BATCH clients and AS...........................................................134
7.2.2.1 Installing on BATCH servers and BATCH clients.................................................................134
7.2.2.2 Basics of configuration.........................................................................................................135
7.2.2.3 Configuring the BATCH server.............................................................................................137
7.2.2.4 Configuring the BATCH clients............................................................................................138
7.2.2.5 Adapting the CPU for AS-based mode................................................................................140
7.2.3 Plant hierarchy.....................................................................................................................141
7.2.3.1 Structure of the plant hierarchy............................................................................................141
7.2.3.2 Procedure for creating the plant hierarchy...........................................................................143
7.2.3.3 Specifying basic settings of the plant hierarchy...................................................................144
7.2.3.4 Rules for inserting CFC charts.............................................................................................145
7.2.3.5 "Process cell" hierarchy folder.............................................................................................147
7.2.3.6 "Unit" hierarchy folder..........................................................................................................147
7.2.3.7 "Equipment module" hierarchy folder...................................................................................148
7.2.3.8 Assigning the "Process cell", "Unit" or "Equipment phase" object type................................149
7.2.3.9 Specifying predecessors for a unit.......................................................................................149
7.2.3.10 Extending the plant hierarchy by adding neutral folders......................................................150
7.2.3.11 Relationship between plant hierarchy, blocks and recipes..................................................152
7.2.4 Create interfaces for the equipment module........................................................................154
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7.2.4.1 Introduction..........................................................................................................................154
7.2.4.2 Optimum installation of the blocks for AS-based mode.......................................................158
7.2.4.3 Structure of the unit with the UNIT_PLC interface block......................................................158
7.2.4.4 Self-terminating equipment phases......................................................................................160
7.2.4.5 Non-self-terminating equipment phase ...............................................................................161
7.2.4.6 Setting up the equipment module with interface blocks IEPH and IEOP.............................163
7.2.4.7 Setting up the equipment module with SFC types...............................................................167
7.2.4.8 Setting up process tags with the TAG_COLL interface block..............................................173
7.2.5 Dynamic unit parameters.....................................................................................................174
7.2.6 Creating and inserting user process tag types in CFC charts..............................................176
7.2.6.1 Creating and inserting user process tag types in CFC charts..............................................176
7.2.6.2 First option: Create new function block................................................................................176
7.2.6.3 Second option: Create CFC chart and compile it as a block type........................................179
7.2.7 Equipment properties and their use.....................................................................................181
7.2.7.1 Introduction..........................................................................................................................181
7.2.7.2 Creating equipment properties.............................................................................................182
7.2.7.3 Assigning equipment properties to the units........................................................................182
7.2.7.4 Configuring unit groups........................................................................................................183
7.2.8 Configuring transfer of archive data from WinCC archives..................................................184
7.2.9 Clearing up blocks in CFC data management.....................................................................187
7.3 PC station (PCS 7 OS / WinCC Explorer)............................................................................188
7.3.1 Compiling the OS.................................................................................................................188
7.3.2 PCS 7 OS - change project type..........................................................................................189
7.4 BATCH engineering.............................................................................................................190
7.4.1 BATCH configuration dialog.................................................................................................190
7.4.2 BATCH engineering overview..............................................................................................200
7.4.3 Symbols in the BATCH configuration dialog........................................................................202
7.4.4 Automatic parameter assignment of the BATCH blocks......................................................203
7.4.5 How to compile and download the process cell data...........................................................204
7.4.6 Display number of units........................................................................................................206
7.4.7 Configuring control strategies..............................................................................................207
7.4.8 Assigning control strategies.................................................................................................209
7.4.9 Obtaining the memory configuration and setting the allocation...........................................210
7.4.10 Compiling the Batch process cell data in single project engineering...................................212
7.4.11 Compiling the process cell data in multiproject engineering................................................212
7.4.12 Compiling and Downloading Batch Process Cell Data .......................................................214
7.4.13 Multiple instantiation of the same block types within a unit..................................................217
7.4.14 Simultaneous compilation and download.............................................................................220
7.4.15 Communication monitoring..................................................................................................221
7.4.16 Working with several process cell projects..........................................................................222
7.4.17 Downloading to the target system, changes........................................................................223
7.4.18 Specifying the type description of the process cell..............................................................224
7.4.18.1 Type description of the process cell.....................................................................................224
7.4.18.2 Type description for the individual project............................................................................225
7.4.18.3 Executable functions in a single project...............................................................................227
7.4.18.4 Type description in a multiproject.........................................................................................228
7.4.18.5 Executable functions in a multiproject..................................................................................230
7.4.18.6 Executable functions in a project of a multiproject...............................................................231
7.4.18.7 Executable functions in a removed project..........................................................................232
7.4.18.8 Propagating a type description to other projects (multiproject)............................................233
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8 Rational engineering.................................................................................................................................235
8.1 Difference between single project and multiproject engineering..........................................235
8.2 Single project engineering....................................................................................................235
8.2.1 Removing projects for editing and restoring them................................................................235
8.2.2 Flow chart: Engineering procedure for a single project........................................................236
8.3 Multiproject engineering ......................................................................................................238
8.3.1 General information..............................................................................................................238
8.3.2 Importing remote process cells............................................................................................239
8.3.3 Preparing ES data for SIMATIC BATCH..............................................................................240
8.3.4 PCS 7 - change project type................................................................................................240
8.4 Central multiproject engineering..........................................................................................241
8.4.1 Flow chart: Engineering procedure for a multiproject...........................................................241
8.5 Distributed multiproject engineering ....................................................................................244
8.5.1 Overview and important initial considerations......................................................................244
8.5.2 Step 1: Archive and remove project(s) and master data library in the CMP........................247
8.5.3 Step 2: Restoring and inserting project(s) and master data library in the DMP, and
adapting the project..............................................................................................................247
8.5.4 Step 3: Editing, testing and archiving project(s) in the DMP................................................249
8.5.5 Step 4: Restoring and inserting project(s) in the CMP.........................................................250
8.5.6 Errors sources in distributed multiproject engineering with SIMATIC BATCH.....................252
8.6 Operation of SIMATIC BATCH with more than one PCS 7 OS...........................................254
9 BATCH Control Center.............................................................................................................................257
9.1 Starting and operating..........................................................................................................257
9.1.1 Information on the BATCH Launch Coordinator..................................................................257
9.1.2 Starting BatchCC.................................................................................................................259
9.1.3 Getting Help.........................................................................................................................260
9.1.4 User interface and operation................................................................................................261
9.1.4.1 Layout of the main window (BatchCC).................................................................................261
9.1.4.2 Project and user settings......................................................................................................265
9.1.4.3 User-specific session information........................................................................................266
9.1.4.4 Customization of the properties dialogs for RPEs................................................................268
9.1.4.5 Properties dialogs in BatchCC, viewer and OS controls......................................................268
9.1.4.6 Expand or reduce parameter display...................................................................................269
9.1.4.7 Creating and manipulating objects.......................................................................................270
9.1.4.8 Overview lists.......................................................................................................................273
9.1.4.9 Output window for messages...............................................................................................277
9.1.4.10 Extended batch information.................................................................................................278
9.1.4.11 Shortcut window...................................................................................................................280
9.1.4.12 Log.......................................................................................................................................281
9.1.4.13 Editing window with BATCH objects....................................................................................283
9.1.4.14 Window for displaying active applications............................................................................283
9.1.5 Objects and object hierarchy................................................................................................284
9.1.5.1 Objects and object hierarchy................................................................................................284
9.1.5.2 Libraries with library operations...........................................................................................286
9.1.5.3 Master recipes......................................................................................................................287
9.1.5.4 Formulas..............................................................................................................................288
9.1.5.5 Production orders.................................................................................................................289
9.1.5.6 Materials...............................................................................................................................291
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Table of contents
9.1.5.7 Permission management.....................................................................................................291

9.2 Specifying user permissions................................................................................................292
9.2.1 Introduction to permission management..............................................................................292
9.2.2 Specifying user permissions................................................................................................294
9.2.3 Changing user permissions..................................................................................................299
9.2.4 Display of user permissions.................................................................................................300
9.2.5 Generating and displaying an info file with individual permissions......................................301
9.2.6 Setting up the emergency operator......................................................................................302
9.3 Reading in the ES data........................................................................................................303
9.3.1 Reading process cell data into SIMATIC BATCH................................................................303
9.3.2 Updating process cell data after changes in the engineering system..................................304
9.3.3 Updating a BATCH process cell...........................................................................................306
9.4 Specifying the materials.......................................................................................................307
9.4.1 Editing materials...................................................................................................................307
9.4.2 Changing the quality............................................................................................................308
9.5 Recipes................................................................................................................................309
9.5.1 Flow chart: How to create and edit a master recipe.............................................................309
9.5.2 Flowchart: How to create/edit a library operation.................................................................310
9.5.3 Basics of recipe creation......................................................................................................311
9.5.3.1 Relationship between header parameters, formula category and external formula.............311
9.5.3.2 Interconnecting parameters.................................................................................................312
9.5.4 Editing master recipes..........................................................................................................313
9.5.4.1 How to configure a master recipe........................................................................................313
9.5.4.2 Creating a new master recipe..............................................................................................315
9.5.4.3 Opening and editing recipes................................................................................................316
9.5.4.4 Specifying the master recipes..............................................................................................316
9.5.4.5 Creating a new formula category.........................................................................................318
9.5.4.6 Specifying the formula category properties..........................................................................318
9.5.4.7 Creating a new external formula..........................................................................................319
9.5.4.8 Specifying the properties of the formula...............................................................................320
9.5.4.9 Interconnecting master recipe header parameters with external formula............................321
9.5.4.10 Working with the recipe overview list...................................................................................323
9.5.4.11 Working with the formula overview......................................................................................324
9.5.5 Working with libraries...........................................................................................................326
9.5.5.1 How to configure library operations......................................................................................326
9.5.6 Status and validity of recipes...............................................................................................327
9.5.6.1 Status changes and validation ............................................................................................327
9.5.6.2 Validation of recipes.............................................................................................................329
9.5.6.3 Releasing recipes for testing................................................................................................330
9.5.6.4 Releasing recipes for production..........................................................................................331
9.5.6.5 Validating formulas...............................................................................................................331
9.5.6.6 Status of the recipes and status changes............................................................................332
9.5.6.7 Status of the formula and status changes............................................................................333
9.5.6.8 Working with externally created modules for validation.......................................................333
9.5.7 Creating reports...................................................................................................................334
9.5.7.1 Printing recipes....................................................................................................................334
9.5.8 Exporting/importing..............................................................................................................335
9.5.8.1 Information on exporting/importing.......................................................................................335
9.5.8.2 Exporting/importing batch objects........................................................................................336
9.5.8.3 Exporting using assistants...................................................................................................338
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Table of contents
9.5.8.4 Importing with the wizard.....................................................................................................338

9.5.8.5 Tooltips and shortcut menu of the import wizard.................................................................339
9.5.9 Comparing recipe objects....................................................................................................340
9.5.9.1 Window with comparison overview......................................................................................340
9.5.9.2 Basic principles of the display and interpretation.................................................................342
9.5.9.3 Special displays and interpretations.....................................................................................346
9.5.9.4 Formula comparison............................................................................................................359
9.6 Batch Planning.....................................................................................................................361
9.6.1 Flow chart: How to create/edit a batch.................................................................................361
9.6.2 Planning batches..................................................................................................................362
9.6.2.1 How to configure batches.....................................................................................................362
9.6.2.2 Creating a new production order..........................................................................................364
9.6.2.3 Assigning batches to a production order..............................................................................365
9.6.2.4 Displaying the properties of a production order...................................................................367
9.6.2.5 Adding batches to a production order..................................................................................368
9.6.2.6 Specifying the properties of the batch..................................................................................369
9.6.2.7 Setting the start mode of the batch processing....................................................................371
9.6.2.8 Displaying unit allocation and changing it if necessary........................................................372
9.6.2.9 Displaying formula parameters and modifying them if necessary........................................373
9.6.2.10 Displaying the chaining of a batch.......................................................................................373
9.6.2.11 Setting batch order; chaining batches..................................................................................373
9.6.2.12 Displaying the run time of a batch........................................................................................376
9.6.2.13 Planning the unit allocation..................................................................................................377
9.6.2.14 Possible limit violations when adjusting the volume.............................................................379
9.6.3 Opening the control recipe for the batch..............................................................................385
9.6.3.1 Opening the control recipe for the batch..............................................................................385
9.6.3.2 Icons in the control recipe view............................................................................................385
9.6.3.3 Overview of the control recipes............................................................................................385
9.6.4 Processing status of the batches.........................................................................................386
9.6.4.1 Status of the batches...........................................................................................................386
9.6.4.2 Releasing batches................................................................................................................388
9.6.4.3 Locking a batch....................................................................................................................388
9.6.4.4 Canceling a batch................................................................................................................389
9.7 Electronic signature..............................................................................................................389
9.7.1 Specifying electronic signatures...........................................................................................389
9.7.2 Signing operator actions......................................................................................................392
9.7.3 Forcing comment entry........................................................................................................393
9.8 Batch control........................................................................................................................394
9.8.1 Requirements for batch processing.....................................................................................394
9.8.2 Flow chart: How is a batch started and controlled?.............................................................395
9.8.3 Basics of batch control.........................................................................................................396
9.8.3.1 Principle of Batch Control.....................................................................................................396
9.8.3.2 Order of batch processing....................................................................................................396
9.8.3.3 Executing a batch.................................................................................................................398
9.8.3.4 Processing the recipe structure............................................................................................401
9.8.3.5 Status changes of equipment phases..................................................................................402
9.8.3.6 Status changes with batches...............................................................................................405
9.8.3.7 Status changes with recipe steps.........................................................................................408
9.8.3.8 Self-terminating and non self-terminating recipe phase.......................................................410
9.8.3.9 Parameter trigger and start lock...........................................................................................412
9.8.3.10 Continuous operation of equipment phases.........................................................................414
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9.8.3.11 Extended continuous mode of equipment phases...............................................................418

9.8.4 Starting batch control...........................................................................................................421
9.8.4.1 Working with lists for Batch Control.....................................................................................421
9.8.4.2 Opening the control recipe...................................................................................................423
9.8.4.3 Releasing a batch................................................................................................................425
9.8.4.4 Starting batch processing.....................................................................................................426
9.8.4.5 Locking a batch....................................................................................................................428
9.8.4.6 Canceling a batch................................................................................................................428
9.8.5 Operator control during batch control...................................................................................428
9.8.5.1 Commands for controlling batches.......................................................................................428
9.8.5.2 Operator commands for recipe steps...................................................................................430
9.8.5.3 Manual jump.........................................................................................................................434
9.8.5.4 Time out when transmitting operator commands.................................................................436
9.8.5.5 Entering comments on a running batch...............................................................................436
9.8.5.6 Displaying operator dialogs during runtime..........................................................................437
9.8.5.7 Operator prompts via group display in WinCC.....................................................................438
9.8.5.8 Setting breakpoints..............................................................................................................439
9.8.5.9 States of a transition............................................................................................................440
9.8.5.10 States of a transition condition.............................................................................................441
9.8.5.11 Overview of batch step statuses..........................................................................................441
9.8.5.12 Idle statuses of batch steps..................................................................................................443
9.8.5.13 Allocation statuses of batch steps........................................................................................446
9.8.5.14 Additional status identifier....................................................................................................448
9.8.5.15 Status display at the order folder.........................................................................................453
9.8.5.16 Aborting a batch when no AS connection is available.........................................................455
9.8.5.17 Operation of batches after restart of CPU, SFC types ........................................................456
9.8.5.18 Operation of batches after restart of CPU, SFC and batch interface blocks........................461
9.8.6 Changes control during batch processing............................................................................463
9.8.6.1 Changing setpoints..............................................................................................................463
9.8.6.2 Changing the unit allocation.................................................................................................465
9.8.6.3 Resuming a batch at the old position after changing a unit.................................................466
9.8.7 Display of operator and status messages............................................................................470
9.8.7.1 Displaying messages...........................................................................................................470
9.8.7.2 Localizing causes of messages in the control recipe...........................................................471
9.8.8 Online structure changes (OSC)..........................................................................................472
9.8.8.1 What does the online structure change offer?.....................................................................472
9.8.8.2 Scope of services and features............................................................................................473
9.8.8.3 Restrictions..........................................................................................................................474
9.8.8.4 API and SBS behavior.........................................................................................................475
9.8.8.5 Batch behavior ....................................................................................................................475
9.8.8.6 Requirements.......................................................................................................................475
9.8.8.7 Display of recipe elements...................................................................................................476
9.8.8.8 How do I perform an online structure change?....................................................................478
9.8.8.9 Save batch as master recipe................................................................................................480
9.9 Report creation and archiving of batch data........................................................................481
9.9.1 Preparations and settings....................................................................................................481
9.9.1.1 Basic principles ...................................................................................................................481
9.9.1.2 Create SQL Server database...............................................................................................482
9.9.1.3 Setting up an SQL server.....................................................................................................484
9.9.1.4 PH archive server.................................................................................................................485
9.9.2 Object reports.......................................................................................................................492
9.9.2.1 Using and operating reports.................................................................................................492
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9.9.2.2 Report creation of batches...................................................................................................496

9.9.3 Displaying archived batches................................................................................................498
9.9.3.1 Viewer for archived batches.................................................................................................498
9.9.3.2 Displaying archived batches from the SQL Server..............................................................502
10 BATCH Recipe Editor...............................................................................................................................503
10.1 Introduction..........................................................................................................................503
10.2 Starting and operating..........................................................................................................504
10.2.1 Starting the BATCH Recipe Editor.......................................................................................504
10.2.2 Requirements for working with the BATCH Recipe Editor...................................................505
10.2.3 User interface and operation................................................................................................506
10.2.3.1 Layout of the main window (Recipe Editor)..........................................................................506
10.2.3.2 Possibilities for adapting the edit window.............................................................................509
10.2.3.3 Project and user settings......................................................................................................510
10.2.3.4 Creating and manipulating objects.......................................................................................511
10.2.3.5 Selecting objects..................................................................................................................513
10.3 Recipe topology...................................................................................................................514
10.3.1 Flat recipes...........................................................................................................................514
10.3.1.1 Structure of flat recipes........................................................................................................514
10.3.1.2 Use of substructures in the BATCH Recipe Editor...............................................................514
10.3.2 Hierarchical recipes..............................................................................................................516
10.3.2.1 Hierarchical recipes..............................................................................................................516
10.3.2.2 Hierarchical recipes with ROPs............................................................................................516
10.3.2.3 Hierarchical recipes with RPHs............................................................................................517
10.3.2.4 Hierarchical recipes with ROPs and RPHs..........................................................................518
10.3.2.5 Implementation of the hierarchy in the BATCH Recipe Editor.............................................518
10.3.2.6 Synchronization between recipe unit procedures................................................................521
10.3.3 Necessary and possible structure elements of the recipe....................................................524
10.3.3.1 Structure elements of recipes..............................................................................................524
10.3.3.2 Recipe procedure (RP)........................................................................................................525
10.3.3.3 Recipe unit procedure (RUP)...............................................................................................526
10.3.3.4 Recipe operation (ROP).......................................................................................................526
10.3.3.5 Recipe steps in a recipe operation (RPH)............................................................................526
10.3.3.6 Substructure.........................................................................................................................526
10.3.3.7 Library reference..................................................................................................................527
10.3.3.8 Operator instruction..............................................................................................................527
10.3.3.9 Step placeholder..................................................................................................................527
10.3.3.10 Transition placeholder..........................................................................................................528
10.3.3.11 Command step.....................................................................................................................528
10.3.3.12 Parameter step.....................................................................................................................528
10.3.3.13 Simultaneous branch...........................................................................................................528
10.3.3.14 Alternative branch................................................................................................................529
10.3.3.15 Synchronization line.............................................................................................................529
10.3.3.16 Synchronization point...........................................................................................................529
10.3.3.17 Monitoring............................................................................................................................529
10.3.3.18 Transition.............................................................................................................................529
10.3.3.19 Loop.....................................................................................................................................529
10.3.3.20 Jump....................................................................................................................................530
10.4 Creating recipes...................................................................................................................530
10.4.1 Notes on creating recipes ...................................................................................................530
10.4.2 How to edit a flat recipe........................................................................................................534
SIMATIC BATCH V9.0

Table of contents
10.4.3 How to edit a hierarchical recipe..........................................................................................535

10.4.4 Unit allocation.......................................................................................................................537
10.4.4.1 Assignment of the unit with a flat recipe...............................................................................537
10.4.4.2 Assignment of the unit with a hierarchical recipe.................................................................538
10.4.4.3 Specifying units using conditions.........................................................................................539
10.4.4.4 Unit selection via conditions for a flat recipe........................................................................540
10.4.4.5 Unit selection via conditions for a hierarchical recipe..........................................................541
10.4.4.6 Process cell optimization with online assignment of a unit..................................................543
10.4.4.7 Supplemental information about online assignment of a unit for flat recipes.......................546
10.4.5 Inserting and labeling recipe elements.................................................................................546
10.4.5.1 Recipe procedural element (Insert menu)............................................................................546
10.4.5.2 Recipe phase/operation (Insert menu).................................................................................547
10.4.5.3 Library reference (Insert menu)............................................................................................548
10.4.5.4 Operator instruction (Insert menu).......................................................................................548
10.4.5.5 Command step (Insert menu)..............................................................................................549
10.4.5.6 Example of a command step................................................................................................551
10.4.5.7 Simultaneous branch (Insert menu).....................................................................................553
10.4.5.8 Synchronization (Insert menu).............................................................................................554
10.4.5.9 Monitoring (Insert menu)......................................................................................................555
10.4.5.10 Example of monitoring.........................................................................................................557
10.4.5.11 Transition (Insert menu).......................................................................................................560
10.4.5.12 Alternative branch (Insert menu...........................................................................................560
10.4.5.13 Loop (Insert menu)...............................................................................................................561
10.4.5.14 Jump (Insert menu)..............................................................................................................562
10.4.5.15 Example of a recipe jump.....................................................................................................564
10.4.5.16 Configuring synchronization lines........................................................................................570
10.4.5.17 Working with substructures..................................................................................................572
10.4.5.18 Adding comments to structure elements..............................................................................573
10.4.5.19 Filtering library references....................................................................................................573
10.4.6 Setting recipe properties......................................................................................................574
10.4.6.1 Passing formula parameters in the recipe............................................................................574
10.4.6.2 Parameter interconnections.................................................................................................575
10.4.6.3 Setting the properties of the recipe header parameters.......................................................576
10.4.6.4 Setting the properties of steps.............................................................................................578
10.4.6.5 Specifying recipe limits.........................................................................................................581
10.4.6.6 Setting a recipe phase for "Continuous operation"..............................................................583
10.4.6.7 Setting the control strategy of a recipe phase......................................................................583
10.4.6.8 Allowing online modification of setpoints..............................................................................584
10.4.6.9 Setting the properties for transitions....................................................................................584
10.4.6.10 Configuring expanded status in transitions..........................................................................587
10.4.6.11 Information on the ROP monitoring time..............................................................................589
10.4.6.12 Selecting types of locations for transfer parameters ...........................................................591
10.4.6.13 Specifying the properties of the library objects....................................................................591
10.4.6.14 Overview of the properties of master recipes.......................................................................592
10.4.6.15 Scaling functions..................................................................................................................594
10.4.6.16 Configuring synchronization with SIMATIC IT......................................................................596
10.5 Other functions.....................................................................................................................596
10.5.1 Saving recipes and library objects.......................................................................................596
10.5.2 Validating recipes.................................................................................................................597
10.5.3 Releasing a recipe for testing or production.........................................................................597
10.5.4 Revoking a release..............................................................................................................598
SIMATIC BATCH V9.0

Table of contents
11 BATCH OS controls..................................................................................................................................599
11.1 Introduction..........................................................................................................................599
11.2 Configuration in the Graphics Designer...............................................................................602
11.2.1 Inserting a control in a PCS 7 OS process picture...............................................................602
11.2.2 Concept of communication channels...................................................................................603
11.2.3 Opening a control as a picture window................................................................................604
11.2.4 Editing the BATCH template screen for multi-VGA..............................................................606
11.2.5 Displaying two BATCH process cells in one process picture ..............................................607
11.2.6 Simple batch creation...........................................................................................................610
11.3 Operations in process mode ...............................................................................................612
11.3.1 Control: SIMATIC BATCH OS Master .................................................................................612
11.3.2 Control: SIMATIC BATCH OS Process Cell........................................................................614
11.3.3 Control: SIMATIC BATCH OS Allocation ............................................................................620
11.3.4 Control: SIMATIC BATCH OS Properties ...........................................................................624
11.3.5 Control: SIMATIC BATCH OS Batch Creation.....................................................................636
11.3.6 Control: SIMATIC BATCH OS Monitor.................................................................................639
11.4 Applications in process mode..............................................................................................643
11.4.1 Display actual quantity.........................................................................................................643
11.4.2 Showing tooltips...................................................................................................................643
11.4.3 Color text boxes...................................................................................................................644
11.4.4 User settings........................................................................................................................645
11.4.5 Making Runtime help available............................................................................................646
11.4.6 Chaining batches ................................................................................................................647
11.4.7 Mode and GAP time settings for chained batches...............................................................649
11.4.8 Display of parameter interconnections.................................................................................651
11.4.9 Searching batches...............................................................................................................651
11.4.10 Display of transfer parameters.............................................................................................652
11.4.11 Assigning materials..............................................................................................................653
11.4.12 Instruction in the operator dialog..........................................................................................654
11.4.13 Visualization and operator control of transition conditions...................................................655
11.4.14 Positioning BATCH OS controls...........................................................................................655
11.4.15 Filtering in BATCH OS controls............................................................................................656
11.4.16 Sorting in BATCH OS Control..............................................................................................656
11.4.17 Visualization and operation of control recipes .....................................................................657
11.4.18 Printing, viewing and exporting a batch report.....................................................................660
11.4.18.1 Overview of printing and the print preview...........................................................................660
11.4.18.2 How to print a batch report...................................................................................................662
11.4.18.3 How to view the print preview..............................................................................................663
11.4.19 Hide parameter....................................................................................................................664
11.5 Control properties references...............................................................................................665
11.5.1 SIMATIC BATCH OS Master...............................................................................................665
11.5.1.1 CommunicationChannel.......................................................................................................665
11.5.1.2 DisplayMode........................................................................................................................665
11.5.1.3 ProjectName........................................................................................................................665
11.5.1.4 DBIdent................................................................................................................................666
11.5.1.5 ProjectListColumnWidth.......................................................................................................666
11.5.1.6 ProjectListColumnOrderAndVisibility...................................................................................666
11.5.1.7 ProjectListColumnResizeEnabled........................................................................................667
11.5.1.8 ProjectListColumnFilterVisible.............................................................................................667
SIMATIC BATCH V9.0

Table of contents
11.5.1.9 ToolbarOrderAndVisibility....................................................................................................667
11.5.1.10 ToolbarVisible......................................................................................................................668
11.5.1.11 ContextMenuEnabled...........................................................................................................668
11.5.1.12 PropertiesTabOrderAndVisibility..........................................................................................668
11.5.1.13 TooltipsEnabled...................................................................................................................669
11.5.1.14 UserRightsPriority................................................................................................................669
11.5.1.15 AutoConnect........................................................................................................................670
11.5.2 SIMATIC BATCH OS Allocation...........................................................................................670
11.5.2.2 FilterUnitName.....................................................................................................................671
11.5.2.3 ColumnWidth........................................................................................................................671
11.5.2.4 ColumnOrderAndVisibility....................................................................................................671
11.5.2.5 ColumnResizeEnabled.........................................................................................................672
11.5.2.6 ColumnFilterVisible..............................................................................................................672
11.5.2.8 ToolbarVisible......................................................................................................................673
11.5.3 SIMATIC BATCH OS Properties..........................................................................................674
11.5.3.2 OrderCategoryName............................................................................................................674
11.5.3.3 OrderName..........................................................................................................................674
11.5.3.4 BatchName..........................................................................................................................674
11.5.3.5 BatchID................................................................................................................................675
11.5.3.6 TreeVisible...........................................................................................................................675
11.5.3.8 ToolbarVisible......................................................................................................................677
11.5.3.9 ParametersListColumnOrderAndVisibility............................................................................677
11.5.3.10 ParametersListColumnWidth...............................................................................................678
11.5.3.11 ParametersListColumnResizeEnabled................................................................................679
11.5.3.12 ParametersListColumnFilterVisible......................................................................................679
11.5.3.13 AllocationsListColumnWidth.................................................................................................680
11.5.3.14 AllocationsListColumnOrderAndVisibility.............................................................................680
11.5.3.15 AllocationsListColumnResizeEnabled..................................................................................680
11.5.3.16 AllocationsListColumnFilterVisible.......................................................................................681
11.5.4 SIMATIC BATCH OS Batch Creation..................................................................................681
11.5.4.2 OrderCategoryName............................................................................................................681
11.5.4.3 OrderName..........................................................................................................................681
11.5.4.4 FilterRecipeEnabled.............................................................................................................681
11.5.4.5 FilterFormulaEnabled...........................................................................................................682
11.5.4.6 FilterUnitName.....................................................................................................................682
11.5.4.7 FilterClassName...................................................................................................................682
11.5.4.8 FilterGroupName..................................................................................................................682
11.5.4.9 FilterProductName...............................................................................................................682
11.5.4.10 FilterFormulaCategoryName................................................................................................683
11.5.4.11 FilterRecipeName................................................................................................................683
11.5.4.12 FilterFormulaName..............................................................................................................683
11.5.4.13 RecipeName........................................................................................................................683
11.5.4.14 FormulaName......................................................................................................................683
11.5.4.15 RecipeID..............................................................................................................................684
11.5.4.16 FormulaID............................................................................................................................684
11.5.4.17 BrowseRecipeOrFormulaVisible..........................................................................................684
11.5.4.18 RecipeOrFormulaEnabled....................................................................................................684
SIMATIC BATCH V9.0

Table of contents
11.5.4.19 BrowseOrderAndOrderCatVisible........................................................................................684
11.5.4.20 OrderAndOrderCatEnabled..................................................................................................684
11.5.4.21 BatchSizeEnabled................................................................................................................685
11.5.4.22 BatchSize.............................................................................................................................685
11.5.4.23 BatchCountEnabled.............................................................................................................685
11.5.4.24 BatchCount..........................................................................................................................685
11.5.4.25 StartTimeVisible...................................................................................................................685
11.5.4.26 StartModeVisible..................................................................................................................686
11.5.4.27 StartMode.............................................................................................................................686
11.5.4.28 AutoReleaseBatchVisible.....................................................................................................686
11.5.4.29 AutoReleaseBatch...............................................................................................................686
11.5.4.30 BatchNamePattern...............................................................................................................686
11.5.4.31 BatchNamePatternVisible....................................................................................................687
11.5.4.32 BatchDescription..................................................................................................................687
11.5.4.33 BatchDescriptionVisible.......................................................................................................687
11.5.4.34 StartTrigger..........................................................................................................................687
11.5.4.36 ToolbarVisible......................................................................................................................688
11.5.4.37 RecipeOrFormulaListColumnWidth......................................................................................688
11.5.4.38 RecipeOrFormulaListColumnOrderAndVisibility..................................................................689
11.5.4.39 RecipeOrFormulaListColumnResizeEnabled.......................................................................689
11.5.4.40 RecipeOrFormulaListColumnFilterVisible............................................................................689
11.5.5 SIMATIC BATCH OS Monitor..............................................................................................689
11.5.5.2 ColumnWidth........................................................................................................................690
11.5.5.7 ToolbarVisible......................................................................................................................691
11.5.6 SIMATIC BATCH OS Process Cell......................................................................................691
11.5.6.2 FilterOrderCategoryName....................................................................................................692
11.5.6.3 FilterOrderName..................................................................................................................692
11.5.6.4 TabOrderAndVisibility..........................................................................................................692
11.5.6.5 TreeVisible...........................................................................................................................693
11.5.6.6 ColumnWidth........................................................................................................................693
11.5.6.11 ToolbarVisible......................................................................................................................696
11.6 OS controls on a Web client.................................................................................................697
12 Differences between BatchCC and BATCH OS controls.........................................................................699
12.1 Overview..............................................................................................................................699
12.2 Additional functions in the BATCH OS controls...................................................................700
12.3 Functions that are not available in the BATCH OS controls................................................700
12.4 Differences between BatchCC and BATCH OS controls.....................................................701
SIMATIC BATCH V9.0

Table of contents
13 Recommended procedure........................................................................................................................703
13.1 How do I restore a SIMATIC BATCH server to its original state?........................................703
13.2 What should I know about the BATCH project database?...................................................704
13.3 What effects do changes to SFC types have on SIMATIC BATCH?...................................705
13.4 How are IEPH/IEOP blocks connected to the user blocks?.................................................710
13.5 How are transfer parameters configured and used?............................................................715
13.6 How do I use S7-PLCSIM with SIMATIC BATCH for AS-based operation?........................716
13.7 How do I configure and use dynamic unit parameters?.......................................................718
13.7.1 How do I configure parameter steps?..................................................................................718
13.7.2 How do I configure parameter groups?................................................................................724
13.7.3 How do I configure conditions for the unit allocation?..........................................................737
14 Appendix...................................................................................................................................................743
14.1 Batch standard definitions ...................................................................................................743
14.2 Abbreviations.......................................................................................................................744
14.3 Keyboard commands...........................................................................................................746
14.3.1 Key combinations for menu commands...............................................................................746
14.3.2 Key commands for menu commands...................................................................................746
14.3.3 Moving the mouse pointer when editing texts......................................................................748
14.3.4 Moving the mouse pointer in the menu bar/shortcut menu..................................................748
14.3.5 Moving the mouse pointer in dialog boxes...........................................................................749
14.3.6 Selecting texts with key commands.....................................................................................749
14.3.7 Accessing help with key commands....................................................................................750
14.3.8 International/German key names.........................................................................................750
14.3.9 Numeric pad international/German......................................................................................750
14.4 Command line parameters for BatchCC..............................................................................751
15 Context help references...........................................................................................................................753
15.1 Dialogs.................................................................................................................................753
15.1.1 BCC and RE dialog box user settings..................................................................................753
15.1.1.1 "Format" tab.........................................................................................................................753
15.1.1.2 "Dimensions" tab..................................................................................................................754
15.1.1.3 "Zoom" tab...........................................................................................................................755
15.1.1.4 "Font" tab ............................................................................................................................755
15.1.1.5 "Language" tab.....................................................................................................................756
15.1.2 BCC and RE dialog box project settings..............................................................................756
15.1.2.1 Display ................................................................................................................................756
15.1.2.2 General................................................................................................................................758
15.1.2.3 Warning/Error.......................................................................................................................762
15.1.2.4 Color settings.......................................................................................................................764
15.1.2.5 Versioning............................................................................................................................765
15.1.2.6 Used Plug-in Modules .........................................................................................................766
15.1.2.7 Installed plug-in modules dialog box....................................................................................768
15.1.2.8 Electronic signatures............................................................................................................769
15.1.2.9 Batches > Settings...............................................................................................................771
15.1.2.10 Batches > Predefined batch name.......................................................................................773
15.1.2.11 Batches > Archiving > Archiving method.............................................................................775
SIMATIC BATCH V9.0

Table of contents
15.1.2.12 Batches > Archiving > Creating reports...............................................................................780

15.1.2.13 Batches > Archiving > Process data archive........................................................................781
15.1.2.14 Backup > Settings................................................................................................................782
15.1.2.15 Backup > Automatic backup.................................................................................................783
15.1.2.16 Report creation.....................................................................................................................784
15.1.3 BCC Properties dialog box shared tab.................................................................................786
15.1.3.1 "Allocation" tab.....................................................................................................................786
15.1.3.2 "Input material" tab (Procedure/Step/Formula/Batch properties).........................................788
15.1.3.3 "Dependencies" tab..............................................................................................................791
15.1.3.4 "ESIG" tab............................................................................................................................792
15.1.3.5 "Recipe" dialog box..............................................................................................................793
15.1.3.6 "Change Log" tab (Library/Recipe/Formula/Batch/Material properties)...............................794
15.1.3.7 "Condition" tab (Recipe procedure/Batch properties)..........................................................794
15.1.3.8 "Allocations" tab (Recipe procedure/Batch properties)........................................................800
15.1.3.9 "Process tags" tab (RP, RUP, ROP properties)...................................................................802
15.1.3.10 "Parameters" tab (Procedure/Step/Formula/Batch properties)............................................802
15.1.3.11 "Output material" tab (Procedure/Step/Formula/Batch properties)......................................807
15.1.3.12 "Transfer parameter" tab......................................................................................................811
15.1.4 BCC Library Properties dialog box.......................................................................................813
15.1.4.1 "General" tab (Library operation properties)........................................................................813
15.1.4.2 "Allocations" tab (Library operation properties)....................................................................814
15.1.5 BCC Recipe Properties dialog box.......................................................................................815
15.1.5.1 "General" tab (Recipe procedure properties).......................................................................815
15.1.5.2 Parameter selection.............................................................................................................817
15.1.5.3 "Product" tab (Recipe procedure properties).......................................................................817
15.1.6 BCC Formula Properties dialog box.....................................................................................819
15.1.6.1 "General" tab (Formula property).........................................................................................819
15.1.6.2 "Product" tab (formula property)...........................................................................................820
15.1.7 BCC Order (Batch) Properties dialog box............................................................................821
15.1.7.1 "Add batch" dialog box (creating batches)...........................................................................821
15.1.7.2 "Comments" tab...................................................................................................................823
15.1.7.3 "General" tab (Properties of a batch)...................................................................................824
15.1.7.4 "Chaining" tab (Create order)...............................................................................................825
15.1.7.5 Select batch.........................................................................................................................826
15.1.8 BCC Material Properties dialog box.....................................................................................826
15.1.8.1 "Qualities" tab (Materials).....................................................................................................826
15.1.8.2 "General" (Materials) tab......................................................................................................827
15.1.8.3 "Change log" tab..................................................................................................................828
15.1.9 BCC tab................................................................................................................................828
15.1.9.1 "Select formula or master recipe" dialog box (creating an order).........................................828
15.1.9.2 "Change of candidates" dialog box......................................................................................829
15.1.9.3 "Backup/Restore" dialog......................................................................................................830
15.1.9.4 "Assignment" tab in the "Updating the process cell" dialog.................................................831
15.1.9.5 "Preview" tab in the "Updating the process cell" dialog.......................................................834
15.1.9.6 "Create batches" dialog box.................................................................................................835
15.1.9.7 "Copy formula" dialog...........................................................................................................836
15.1.9.8 "Add comment" dialog box...................................................................................................836
15.1.9.9 "Comment on messages" dialog box...................................................................................837
15.1.9.10 "Import objects from file" dialog............................................................................................837
15.1.9.11 "Quality" dialog (Materials)...................................................................................................838
15.1.9.12 "General" tab (Order category property)..............................................................................838
15.1.9.13 "General" tab (Plug-in details)..............................................................................................838
SIMATIC BATCH V9.0

Table of contents
15.1.9.14 "General" tab (New order category).....................................................................................838

15.1.9.15 "General" tab (Properties of an order)..................................................................................839
15.1.9.16 "General" tab (Create order)................................................................................................839
15.1.9.17 "General" tab (RPH unit class properties)............................................................................840
15.1.9.18 "General" tab (Command step properties)...........................................................................840
15.1.9.19 "General" tab (Library operation unit class properties)........................................................842
15.1.9.20 "Batches" tab (Properties of an order).................................................................................843
15.1.9.21 "Batches" tab (Create order)................................................................................................844
15.1.9.22 Tab "Batch messages" (settings).........................................................................................845
15.1.9.23 Tab "Batch messages" (settings).........................................................................................846
15.1.9.24 "Rename ..." tab...................................................................................................................846
15.1.9.25 "Candidates" tab..................................................................................................................846
15.1.9.26 "Computers and units" tab...................................................................................................846
15.1.9.27 "Advanced" tab (plug-in details)...........................................................................................847
15.1.10 RE tab..................................................................................................................................847
15.1.10.1 "Synchronization" tab...........................................................................................................847
15.1.10.2 "Select the material" dialog box...........................................................................................848
15.1.10.3 "Synchronization line" dialog box.........................................................................................848
15.1.10.4 "General" tab (RPH unit class properties)............................................................................849
15.1.10.5 "General" tab (RPH unit names properties).........................................................................851
15.1.10.6 "General" tab (ROP properties)............................................................................................852
15.1.10.7 "General" tab (ROP sequence properties)...........................................................................853
15.1.10.8 "General" tab (transition properties).....................................................................................854
15.1.10.9 "General" tab (jump properties)............................................................................................854
15.1.10.10 "General" tab (Command step properties)...........................................................................855
15.1.10.11 "General" tab (RUP properties)............................................................................................856
15.1.10.12 "General" tab........................................................................................................................857
15.1.10.13 "Instruction" tab (operator instruction properties).................................................................858
15.1.10.14 "Condition" tab (transition properties)..................................................................................860
15.1.10.15 "Allocation list" tab (library reference properties).................................................................864
15.1.10.16 "Description" tab (ROP, RPH properties).............................................................................864
15.1.10.17 "Subcondition" tab................................................................................................................864
15.1.11 Dialog boxes........................................................................................................................864
15.1.11.1 "Validate" dialog box............................................................................................................864
15.1.11.2 "No candidates available" dialog box...................................................................................865
15.1.11.3 "Change log" dialog..............................................................................................................866
15.1.11.4 "Select project" dialog..........................................................................................................867
15.1.11.5 "Create new formula category" dialog box...........................................................................867
15.1.11.6 "Information" dialog box.......................................................................................................867
15.1.11.7 ""Folder" dialog box (Properties)..........................................................................................868
15.1.11.8 "View permissions of the logged in user" tab.......................................................................869
15.1.11.9 "Permissions management" dialog......................................................................................869
15.1.11.10 "Configure roles" dialog box.................................................................................................872
15.1.11.11 Dialog box "SIMATIC BATCH: Sign"....................................................................................872
15.1.11.12 "Select unit" dialog box........................................................................................................874
15.1.11.13 Create SQL Server database dialog box.............................................................................875
15.1.11.14 "Export" dialog box...............................................................................................................875
15.1.11.15 Select PCell, Recipe, Library dialog.....................................................................................876
15.1.11.16 "Save as..." dialog................................................................................................................876
15.1.11.17 "Select standard role" dialog................................................................................................877
15.1.11.18 "Manage logons" dialog.......................................................................................................877
15.1.11.19 "Location" dialog..................................................................................................................877
SIMATIC BATCH V9.0

Table of contents
15.1.11.20 "Find" dialog.........................................................................................................................878

15.1.11.21 Batch process cell (process cell object)...............................................................................881
15.1.11.22 Batch objects (Insert menu).................................................................................................881
15.1.11.23 BATCH application...............................................................................................................882
15.1.11.24 BATCH application (stdby)...................................................................................................882
15.1.11.25 BATCH application client.....................................................................................................883
15.1.11.26 SIMATIC BATCH.................................................................................................................883
15.1.11.27 Batch types in a library or within a project............................................................................884
15.1.11.28 WinCC archive variable........................................................................................................885
15.1.11.29 "Display" additional function.................................................................................................885
15.1.11.30 Control strategies of ............................................................................................................885
15.1.11.31 WinCC archive variable........................................................................................................886
15.1.11.32 "Display" additional function.................................................................................................886
15.1.11.33 Computer settings (shortcut menu BATCH start coordinator)..............................................886
15.1.11.34 User credentials...................................................................................................................887
15.1.12 SIMATIC BATCH configuration dialog ................................................................................888
15.1.12.1 "S7 program" selection.........................................................................................................888
15.1.12.2 "CPU" selection....................................................................................................................889
15.1.12.3 "S7 program" selection.........................................................................................................891
15.1.12.4 "Connections" selection.......................................................................................................893
15.1.12.5 "Stations" selection..............................................................................................................894
15.1.12.6 "Station" selection................................................................................................................896
15.1.12.7 "Multiproject/Project" selection.............................................................................................897
15.1.12.8 "Batch process cell" selection..............................................................................................898
15.1.12.9 "Batch types" selection in a multiproject..............................................................................900
15.1.12.10 Selection of "BATCH types in the project of a multiproject".................................................902
15.1.12.11 "Data types" selection..........................................................................................................903
15.1.12.12 "Data type" selection............................................................................................................905
15.1.12.13 "Data type parameters" selection.........................................................................................906
15.1.12.14 "Units of measure" selection................................................................................................908
15.1.12.15 "Unit of measure" selection..................................................................................................909
15.1.12.16 "Operation types" selection..................................................................................................910
15.1.12.17 "Operation type" selection....................................................................................................912
15.1.12.18 "Operation type parameters" selection.................................................................................913
15.1.12.19 "Phase types" selection........................................................................................................915
15.1.12.20 "Phase type_EPH" selection................................................................................................916
15.1.12.21 "Phase type_AF" selection...................................................................................................918
15.1.12.22 "Phase type parameters_EPH" selection.............................................................................920
15.1.12.23 "Phase type parameters_AF" selection................................................................................922
15.1.12.24 "Process tag types" selection...............................................................................................925
15.1.12.25 "Process tag type" selection for the TAG_COLL block........................................................926
15.1.12.26 "Process tag type" selection for the TRANS block...............................................................927
15.1.12.27 "Process tag type parameters" selection for the TAG_COLL block.....................................929
15.1.12.28 "Process tag type parameter" selection for the TRANS block.............................................931
15.1.12.29 "Process tag instance parameters" selection.......................................................................933
15.1.12.30 "Process cell" selection (V4.02)...........................................................................................934
15.1.12.31 "Process tag" selection........................................................................................................936
15.1.12.32 "Process tag parameters" selection.....................................................................................937
15.1.12.33 "Equipment properties" selection.........................................................................................939
15.1.12.34 "Equipment properties parameters (type)" selection............................................................940
15.1.12.35 "Equipment property parameters (instance)" selection........................................................942
15.1.12.36 Selection "unit".....................................................................................................................943
SIMATIC BATCH V9.0

Table of contents
15.1.12.37 "Equipment module (EMOD)" selection...............................................................................945

15.1.12.38 "Neutral folder" selection......................................................................................................946
15.1.12.39 "EPH" selection....................................................................................................................948
15.1.12.40 "EPH parameters" selection.................................................................................................949
15.1.12.41 "EOP" selection....................................................................................................................951
15.1.12.42 "EOP parameters" selection.................................................................................................953
15.1.12.43 "Batch types in project removed for editing" selection, master characteristic......................955
15.1.12.44 "Batch types in project removed for editing" selection, slave characteristic.........................956
15.1.12.45 Convergence of "Batch instances" selection........................................................................958
15.1.12.46 Translate "Batch instances" selection..................................................................................959
15.1.12.47 Selection of "batch types in the multiproject" ......................................................................960
15.1.12.48 Selection of "BATCH types in the project of a multiproject".................................................962
15.1.12.49 Selection of "BATCH types in the project"...........................................................................963
15.1.12.50 "AF" selection.......................................................................................................................965
15.1.12.51 "AF parameter" selection.....................................................................................................966
15.1.12.52 Download Batch process cell ..............................................................................................968
15.1.12.53 Generate types.....................................................................................................................969
15.1.12.54 Propagate types...................................................................................................................971
15.1.12.55 Merge/compile......................................................................................................................972
15.1.12.56 Check/convert ES data........................................................................................................973
15.1.12.57 "Distribution" tab...................................................................................................................974
15.1.12.58 "OS objects" tab...................................................................................................................975
15.1.12.59 "Project languages" tab........................................................................................................976
15.1.12.60 "System characteristics" tab.................................................................................................976
15.1.12.61 "Process cells" tab...............................................................................................................977
15.1.12.62 "Chart folder" tab..................................................................................................................979
15.1.12.63 "Connections" tab.................................................................................................................981
15.1.12.64 "External process cells" selection........................................................................................983
15.1.12.65 "Process cell" selection........................................................................................................984
15.1.12.66 Control strategies of.............................................................................................................985
15.1.12.67 Parameter groups of the batch process cell.........................................................................986
15.1.12.68 "Batch types" selection.........................................................................................................986
15.1.12.69 "Batch instances" selection..................................................................................................987
15.1.13 Dialogs from within the SIMATIC Manager..........................................................................989
15.1.13.1 "General" object properties tab of the batch process cell....................................................989
15.1.13.2 "General" object properties tab of the BATCH applications.................................................989
15.1.13.3 "Merge / Compile" tab..........................................................................................................990
15.1.13.4 "Download" tab ....................................................................................................................992
15.2 BCC menu commands.........................................................................................................994
15.2.1 Program menu.....................................................................................................................994
15.2.1.1 New process cell (Program menu).......................................................................................994
15.2.1.2 Updating of the process cell ................................................................................................994
15.2.1.3 Print (Program menu)...........................................................................................................994
15.2.1.4 Print preview........................................................................................................................994
15.2.1.5 Print setup............................................................................................................................994
15.2.2 Edit menu.............................................................................................................................994
15.2.2.1 Validate master recipe (Edit menu)......................................................................................994
15.2.2.2 Validate library operation (Edit menu)..................................................................................995
15.2.2.3 Validate formula (Edit menu)................................................................................................995
15.2.2.4 Validate batch (Edit menu)...................................................................................................996
15.2.2.5 Rename (Edit menu)............................................................................................................996
15.2.2.6 Create new formula category (Edit menu)...........................................................................996
SIMATIC BATCH V9.0

Table of contents
15.2.2.7 Create new formula (Edit menu)..........................................................................................996

15.2.2.8 Create new order category (Edit menu)...............................................................................996
15.2.2.9 New order (Edit menu).........................................................................................................996
15.2.2.10 New (Edit menu)..................................................................................................................997
15.2.2.11 Create new batch (Edit menu).............................................................................................997
15.2.2.12 Create new library structure (Edit menu).............................................................................997
15.2.2.13 Create new library operation (Edit menu)............................................................................997
15.2.2.14 Create new quality (Edit menu)............................................................................................997
15.2.2.15 Create new material (Edit menu).........................................................................................997
15.2.2.16 Create new flat master recipe (Edit menu)...........................................................................998
15.2.2.17 Create new hierarchical master recipe (Edit menu).............................................................998
15.2.2.18 Open library operation (Edit menu)......................................................................................998
15.2.2.19 Open list of process cell (Edit menu)...................................................................................998
15.2.2.20 Open list of orders (Edit menu)............................................................................................998
15.2.2.21 Open list of library operations (Edit menu)...........................................................................998
15.2.2.22 Open list of batches (Edit menu)..........................................................................................998
15.2.2.23 Open list of formula categories (Edit menu).........................................................................998
15.2.2.24 Open the list of formulas (Edit menu)...................................................................................999
15.2.2.25 Open list of master recipes (Edit menu)...............................................................................999
15.2.2.26 Open list of recipe categories (Edit menu)...........................................................................999
15.2.2.27 Open list of materials (Edit menu)........................................................................................999
15.2.2.28 Open master recipe (Edit menu)..........................................................................................999
15.2.2.29 Print......................................................................................................................................999
15.2.2.30 Print preview .......................................................................................................................999
15.2.2.31 Properties of an order category (Edit menu)........................................................................999
15.2.2.32 Properties of a library operation (Edit menu).....................................................................1000
15.2.2.33 Properties of a formula category (Edit menu)....................................................................1000
15.2.2.34 Properties of a formula (Edit menu)...................................................................................1000
15.2.2.35 Quality properties (Edit menu)...........................................................................................1000
15.2.2.36 Properties of an order (Edit menu).....................................................................................1000
15.2.2.37 Display properties of master recipe (Edit menu)................................................................1000
15.2.2.38 Folder properties (Edit menu)............................................................................................1000
15.2.2.39 Material properties (Edit menu)..........................................................................................1000
15.2.2.40 Batch properties (Edit menu).............................................................................................1001
15.2.2.41 Release library operation for testing (Edit menu)...............................................................1001
15.2.2.42 Release library operation for production (Edit menu).........................................................1001
15.2.2.43 Revoke release of formula (Edit menu)..............................................................................1002
15.2.2.44 Release formula (Edit menu).............................................................................................1002
15.2.2.45 Release master recipe for testing (Edit menu)...................................................................1003
15.2.2.46 Release master recipe for production (Edit menu).............................................................1003
15.2.2.47 Release for testing (Edit menu)..........................................................................................1004
15.2.2.48 Revoke release of library operation (Edit menu)................................................................1004
15.2.2.49 Revoke release of master recipe (Edit menu)....................................................................1005
15.2.2.50 Release for production (Edit menu)...................................................................................1005
15.2.2.51 Copy formula (Edit menu)..................................................................................................1005
15.2.2.52 Unlock (Edit menu).............................................................................................................1006
15.2.2.53 Delete order category (Edit menu).....................................................................................1006
15.2.2.54 Delete library operation (Edit menu)..................................................................................1006
15.2.2.55 Delete batch (Edit menu)...................................................................................................1006
15.2.2.56 Delete formula category (Edit menu).................................................................................1007
15.2.2.57 Delete formula (Edit menu)................................................................................................1007
15.2.2.58 Delete quality (Edit menu)..................................................................................................1007
SIMATIC BATCH V9.0

Table of contents
15.2.2.59 Delete order (Edit menu)....................................................................................................1007

15.2.2.60 Delete master recipe (Edit menu)......................................................................................1008
15.2.2.61 Delete object (Edit menu)...................................................................................................1008
15.2.2.62 Delete material (Edit menu)...............................................................................................1008
15.2.2.63 Deleting shortcuts .............................................................................................................1008
15.2.2.64 Delete all shortcuts ............................................................................................................1008
15.2.2.65 Displaying list of order categories (Edit menu)...................................................................1008
15.2.2.66 Display list of materials (Edit menu)...................................................................................1009
15.2.2.67 Archive batches (Edit menu)..............................................................................................1009
15.2.2.68 Archive batch (Edit menu)..................................................................................................1009
15.2.2.69 Export library......................................................................................................................1009
15.2.2.70 Export master recipe..........................................................................................................1009
15.2.2.71 Find (Edit menu).................................................................................................................1009
15.2.2.72 Export formula category.....................................................................................................1009
15.2.2.73 Export (Options menu).......................................................................................................1009
15.2.2.74 Create folder (Edit menu)...................................................................................................1010
15.2.2.75 Compare (Edit menu).........................................................................................................1010
15.2.2.76 Compare with (Edit menu).................................................................................................1010
15.2.2.77 Update element (Edit menu)..............................................................................................1010
15.2.2.78 Insert new object (Edit menu)............................................................................................1010
15.2.3 Control menu......................................................................................................................1011
15.2.3.1 Abort (Control menu)..........................................................................................................1011
15.2.3.2 Abort (emergency) (Control menu)....................................................................................1012
15.2.3.3 Close (Control menu).........................................................................................................1013
15.2.3.4 Comment on batch (control menu).....................................................................................1013
15.2.3.5 Comment on batch element (Control menu)......................................................................1013
15.2.3.6 Resume (Control menu).....................................................................................................1013
15.2.3.7 Release (Control menu).....................................................................................................1013
15.2.3.8 Pause after step (Control menu)........................................................................................1013
15.2.3.9 Hold immediately (Control menu).......................................................................................1014
15.2.3.10 Unlock (Control menu).......................................................................................................1014
15.2.3.11 Lock (Control menu)...........................................................................................................1014
15.2.3.12 Start (Control menu)...........................................................................................................1014
15.2.3.13 Stop (Control menu)...........................................................................................................1014
15.2.3.14 Cancel (Control menu).......................................................................................................1015
15.2.3.15 Open control recipe (Control menu)...................................................................................1016
15.2.3.16 Save as recipe (Control menu)..........................................................................................1016
15.2.3.17 Start (Control menu > Structure change)...........................................................................1016
15.2.3.18 Accept changes (Control menu > Structure change).........................................................1017
15.2.3.19 Reject changes (Control menu > Structure change)..........................................................1017
15.2.4 Planning menu...................................................................................................................1017
15.2.4.1 Order category list (Planning menu)..................................................................................1017
15.2.4.2 Batch result list (Planning menu).......................................................................................1017
15.2.4.3 Batch planning list (Planning menu)...................................................................................1018
15.2.4.4 Batch status list (Planning menu).......................................................................................1019
15.2.4.5 Set batch order (Planning menu).......................................................................................1019
15.2.4.6 Production order list (Planning menu)................................................................................1020
15.2.4.7 Unit allocation (Planning menu).........................................................................................1020
15.2.5 Options menu.....................................................................................................................1020
15.2.5.1 Log off (Options menu)......................................................................................................1020
15.2.5.2 Permission management (Options menu)..........................................................................1020
15.2.5.3 Roles management (Options menu)..................................................................................1020
SIMATIC BATCH V9.0

Table of contents
15.2.5.4 Backup (Options menu).....................................................................................................1021

15.2.5.5 Restore (Options menu).....................................................................................................1021
15.2.5.6 Export (Options menu).......................................................................................................1023
15.2.5.7 Import (Options menu).......................................................................................................1023
15.2.5.8 Logbook (Options menu)....................................................................................................1023
15.2.5.9 Active applications (Options menu)....................................................................................1024
15.2.5.10 Compress data (Options menu).........................................................................................1024
15.2.5.11 Start Recipe Editor (Options menu)...................................................................................1024
15.2.5.12 Start viewer for archived batches (Options menu).............................................................1024
15.2.5.13 Always on top (Options menu)...........................................................................................1024
15.2.5.14 Migration > Finalize (Options menu)..................................................................................1024
15.2.5.15 Migration > Prepare (Options menu)..................................................................................1024
15.2.6 View menu.........................................................................................................................1025
15.2.6.1 Toolbar (View menu)..........................................................................................................1025
15.2.6.2 Control bar (View menu)....................................................................................................1025
15.2.6.3 Shortcuts (View menu).......................................................................................................1026
15.2.6.4 Full view Control recipe (View menu).................................................................................1026
15.2.6.5 Output (View menu)...........................................................................................................1026
15.2.6.6 Extended batch information (View menu)..........................................................................1026
15.2.6.7 Project: (View menu)..........................................................................................................1027
15.2.6.8 Update tree view (View menu)...........................................................................................1027
15.2.7 Options > Import... menu....................................................................................................1027
15.2.7.1 Import - Select Objects.......................................................................................................1027
15.2.7.2 Import - Assign Objects......................................................................................................1028
15.2.7.3 Import - Process cell Update..............................................................................................1030
15.2.7.4 Import - Assign Parameters...............................................................................................1031
15.2.7.5 Import - overview................................................................................................................1033
15.2.7.6 Import - recipes (BatchML).................................................................................................1034
15.2.8 Control bar.........................................................................................................................1035
15.2.8.1 Zoom in .............................................................................................................................1035
15.2.8.2 Zoom out ...........................................................................................................................1035
15.2.8.3 Resetting the zoom factor..................................................................................................1035
15.2.8.4 Optimal zoom factor...........................................................................................................1036
15.2.8.5 Close substructure ............................................................................................................1036
15.2.9 Window menu....................................................................................................................1036
15.2.9.1 Update (Window menu).....................................................................................................1036
15.2.10 Functionality of the viewer for archived batches................................................................1036
15.2.10.1 Open and display archive file (mainly XML).......................................................................1036
15.2.10.2 Open and display archive from PH....................................................................................1036
15.2.10.3 Dialog "Find batches".........................................................................................................1037
15.2.10.4 Toolbar (View menu)..........................................................................................................1038
15.2.10.5 Control recipe in the viewer for archived batches..............................................................1038
15.3 RE menu commands..........................................................................................................1038
15.3.1 Recipe menu......................................................................................................................1038
15.3.1.1 New > Hierarchical recipe (Recipe menu)..........................................................................1038
15.3.1.2 New > Flat recipe (Recipe menu).......................................................................................1039
15.3.1.3 New > Library element: Recipe operation (Recipe menu).................................................1039
15.3.1.4 New > Library element: Substructure (Recipe menu)........................................................1039
15.3.1.5 Open... (Recipe menu).......................................................................................................1039
15.3.1.6 Open library object... (Recipe menu).................................................................................1039
15.3.1.7 Close (Recipe menu).........................................................................................................1040
15.3.1.8 Save (Recipe menu)..........................................................................................................1040
SIMATIC BATCH V9.0

Table of contents
15.3.1.9 Save as... (Recipe menu)...................................................................................................1040

15.3.1.10 Save graphic ... (Recipe menu)..........................................................................................1040
15.3.1.11 Header parameters... (Recipe menu).................................................................................1040
15.3.1.12 Check validity (Recipe menu)............................................................................................1041
15.3.1.13 Release for testing (Recipe menu).....................................................................................1041
15.3.1.14 Release for production (Recipe menu)..............................................................................1041
15.3.1.15 Revoke Release (Recipe menu)........................................................................................1041
15.3.1.16 Print... (Recipe menu)........................................................................................................1042
15.3.1.17 Print preview......................................................................................................................1042
15.3.1.18 Print preview graphic (Recipe menu).................................................................................1042
15.3.1.19 Print graphic (Recipe menu)..............................................................................................1042
15.3.1.20 Last recipes edited (recipe menu)......................................................................................1043
15.3.1.21 Last edited libraries (Recipe menu)...................................................................................1043
15.3.1.22 Dialog "Save as" (BATCH Recipe Editor)..........................................................................1043
15.3.1.23 Difference - release for testing or release for production...................................................1043
15.3.2 Edit menu...........................................................................................................................1044
15.3.2.1 Undo (Edit menu)...............................................................................................................1044
15.3.2.2 Redo (Edit menu)...............................................................................................................1044
15.3.2.3 Copy (Edit menu)...............................................................................................................1044
15.3.2.4 Delete (Edit menu).............................................................................................................1044
15.3.2.5 Go to > Next error (Edit menu)...........................................................................................1045
15.3.2.6 Go to > Previous error (Edit menu)....................................................................................1045
15.3.2.7 Properties (Edit menu).......................................................................................................1045
15.3.2.8 Open object (Edit menu)....................................................................................................1046
15.3.2.9 Text... (Edit menu)..............................................................................................................1046
15.3.2.10 Dissolve substructure (Edit menu).....................................................................................1046
15.3.2.11 Hide in substructure (Edit menu)........................................................................................1046
15.3.2.12 Select (Edit menu)..............................................................................................................1047
15.3.3 View menu.........................................................................................................................1047
15.3.3.1 Fit automatically (View menu)............................................................................................1047
15.3.3.2 Select zoom area (View menu)..........................................................................................1047
15.3.3.3 Toolbars > Standard (View menu).....................................................................................1048
15.3.3.4 Toolbars > Insert (View menu)...........................................................................................1048
15.3.3.5 Status bar (View menu)......................................................................................................1048
15.3.4 Options menu.....................................................................................................................1049
15.3.4.1 Always in Foreground (Options menu)...............................................................................1049
15.3.4.2 Display all errors (Options menu).......................................................................................1049
15.3.4.3 Display errors (Options menu)...........................................................................................1049
15.3.4.4 Clear error indicators (Options menu)................................................................................1049
15.3.5 Window menu....................................................................................................................1050
15.3.5.1 New window (Window menu).............................................................................................1050
15.4 BCC and RE.......................................................................................................................1050
15.4.1 Connection status to the BATCH Control Server...............................................................1050
15.4.2 Logged-on user..................................................................................................................1051
15.4.3 Print preview......................................................................................................................1051
15.4.4 Exit.....................................................................................................................................1051
15.5 BCC and RE Edit menu.....................................................................................................1052
15.5.1 Cut (Edit menu)..................................................................................................................1052
15.5.2 Copy (Edit menu)...............................................................................................................1052
15.5.3 Insert (Edit menu)...............................................................................................................1053
15.5.4 Select all (Edit menu).........................................................................................................1053
SIMATIC BATCH V9.0

Table of contents
15.5.5 "Find" dialog.......................................................................................................................1054

15.6 BCC and RE Options menu...............................................................................................1057
15.6.1 Important system messages (Options menu)....................................................................1057
15.6.2 Settings > User settings (Options menu)...........................................................................1057
15.6.3 Settings > Project settings (Options menu)........................................................................1058
15.7 BCC and RE View menu....................................................................................................1058
15.7.1 Display labelling (View menu)............................................................................................1058
15.7.2 Pinning recipe/batch headers (View menu).......................................................................1059
15.8 BCC and RE Window menu...............................................................................................1059
15.8.1 Cascade (Window menu)...................................................................................................1059
15.8.2 Horizontal (Window menu).................................................................................................1059
15.8.3 Vertically (Window menu)..................................................................................................1059
15.8.4 Arrange icons (Window menu)...........................................................................................1059
15.8.5 Close all (Window menu)...................................................................................................1060
15.8.6 Window management (Window menu)..............................................................................1060
15.9 BCC and RE Help menu....................................................................................................1060
15.9.1 Introduction (Help menu)....................................................................................................1060
15.9.2 Getting started (Help menu)...............................................................................................1060
15.9.3 Using help (Help menu).....................................................................................................1061
15.9.4 Help topics (Help menu).....................................................................................................1061
15.9.5 Info (Help menu)................................................................................................................1061
15.10 Shortcut menu commands.................................................................................................1061
15.10.1 Start step............................................................................................................................1061
15.10.2 Pause step (after step).......................................................................................................1062
15.10.3 Hold step (immediately).....................................................................................................1062
15.10.4 Resume step......................................................................................................................1063
15.10.5 Complete step....................................................................................................................1063
15.10.6 Stop step............................................................................................................................1063
15.10.7 Abort step ..........................................................................................................................1064
15.10.8 Abort step (emergency)......................................................................................................1064
15.10.9 Unlock step........................................................................................................................1065
15.10.10 Reset step..........................................................................................................................1065
15.10.11 Set breakpoint....................................................................................................................1065
15.10.12 Remove breakpoint............................................................................................................1065
15.10.13 Comment on batch element...............................................................................................1065
15.10.14 Comment on messages.....................................................................................................1065
15.10.15 Sign....................................................................................................................................1066
15.10.16 Select unit..........................................................................................................................1066
15.10.17 Release unit.......................................................................................................................1066
15.10.18 Reset unit...........................................................................................................................1066
15.10.19 Open overview...................................................................................................................1067
15.10.20 Open pane.........................................................................................................................1067
15.10.21 Control recipe: Batch..........................................................................................................1067
15.10.22 Number of queued jobs......................................................................................................1067
15.10.23 Current job being processed..............................................................................................1068
15.10.24 Cancel queued jobs...........................................................................................................1068
15.11 Transition wizard................................................................................................................1068
15.11.1 "General" transition condition (1/5) dialog box...................................................................1068
15.11.2 "Operand 1/2" parameter (2/5) dialog box.........................................................................1069
SIMATIC BATCH V9.0

Table of contents
15.11.3 "Operand1/2" dialog box process tag (2/5)........................................................................1069

15.11.4 "Operand 1/2" recipe element (2/5) dialog box .................................................................1069
15.11.5 "Operator" (3/5) dialog box.................................................................................................1070
15.11.6 "Equation editor" (4/5) dialog box.......................................................................................1071
15.11.7 "Operand 2" (4/5) dialog box..............................................................................................1072
15.11.8 "Select operand" dialog box...............................................................................................1072
15.12 Help function for object cannot be executed......................................................................1072
15.12.1 Updating the process cell...................................................................................................1072
15.12.2 Check validity (Edit menu).................................................................................................1072
15.12.3 Archive (Edit menu)............................................................................................................1073
15.12.4 Revoke release (Edit menu)...............................................................................................1073
15.12.5 Unlocking...........................................................................................................................1073
15.12.6 Details (Edit menu).............................................................................................................1073
15.12.7 Print (Edit menu)................................................................................................................1073
15.12.8 Print preview (Edit menu)...................................................................................................1073
15.12.9 Properties (Edit menu).......................................................................................................1073
15.12.10 Export (Edit menu).............................................................................................................1073
15.12.11 Find (Edit menu).................................................................................................................1073
15.12.12 Copy the object (Edit menu)...............................................................................................1074
15.12.13 Delete (Edit menu).............................................................................................................1074
15.12.14 New (Edit menu)................................................................................................................1074
15.12.15 Open (Edit menu)...............................................................................................................1074
15.12.16 Renaming ..........................................................................................................................1074
Glossary.................................................................................................................................................1075
Index.......................................................................................................................................................1087
SIMATIC BATCH V9.0

Preface 1
Purpose of the "SIMATIC BATCH" manual
This documentation provides you with a complete overview of the automation of discontinuous
batch processes with SIMATIC BATCH. The documentation supports you in installing and
commissioning the software. The procedures for process cell configuration and the creation
of batch recipes are described.
You will find information about the software components, areas of application, configuration
options, and commissioning of SIMATIC BATCH in the SIMATIC PCS 7 environment.
The following basic questions are answered in this document:
● What is SIMATIC BATCH?
● What are the software components that make up SIMATIC BATCH?
● Which areas of application is SIMATIC BATCH suitable for in the SIMATIC environment?
● How is SIMATIC BATCH planned, configured and operated in the PCS 7 environment?
● How do you migrate your existing BATCH project to a project that uses the new functions
of this version?
Validity of the manual

This manual is valid for the software package, SIMATIC BATCH V9.0.
Language support for the SIMATIC BATCH software and the documentation
The following languages are supported:
● Engineering components and documentation: English, German, French, Chinese and
Japanese
● Runtime components: English, German, French, Spanish, Italian, Chinese and Japanese
Readme files
You will find important information regarding installation on the system / product DVD in the
following documents:
● SIMATIC PCS 7: PCS 7 Readme
● SIMATIC BATCH: Readme
During the SIMATIC BATCH installation routine, you are given the opportunity to open the
readme file and read its contents. Following installation, the documents are available in
SIMATIC > Product Notes > Language Selection.
SIMATIC BATCH V9.0

Preface
Documentation relating to SIMATIC BATCH

The following table shows the documentation relating to SIMATIC BATCH at a glance. You
can find the documentation in PDF format after installation of SIMATIC BATCH under Start >
SIMATIC > Documentation > Language selection.
Documentation as manual Contents

SIMATIC BATCH Basic and reference information that explains the procedures for configuration and rec‐
manual ipe creation with SIMATIC BATCH.
SIMATIC BATCH Blocks Reference information that explains the function, layout, integration, and interconnection
Manual of blocks in the CFC or SFC editor.
SIMATIC BATCH - Report Views Explains how you create your own report templates for reading out the SQL database.
Programming Manual Describes all contents and structures of the BATCH data in the SQL database.
SIMATIC BATCH - COM API Describes the Application Programming Interface (API) for BATCH object and data ac‐
Manual cess. Examples with source code show how the interface is used.
Additional documents and online help files can be found in the installation path of SIMATIC
BATCH:
Documentation as Storage location and content

manual/online help
SIMATIC BATCH - PlugIn concept Path: \\ProgramData\Siemens\Automation\Batch\Example\PlugIn
Manual, Programming Manual - This description contains instructions that enable you to develop your own plug-in mod‐
available in English only ules for SIMATIC BATCH. This involves an external validity check which is used instead
of the SIMATIC BATCH check.
SIMATIC BATCH - Report Views Path on the SIMATIC BATCH server: \\ProgramData\Siemens\Automation\Batch\Ex‐
online help ample\Views
SIMATIC BATCH - COM API Path: \\ProgramData\Siemens\Automation\Batch\Example\BFApi\_doc

online help
Options for accessing the documentation related to SIMATIC BATCH and SIMATIC PCS 7
You can conveniently access all of the documentation for SIMATIC PCS 7 on the PCS 7 web
page www.siemens.com/pcs7-documentation (http://www.automation.siemens.com/mcms/
industrial-automation-systems-simatic/en/manual-overview/tech-doc-pcs7/Pages/
Default.aspx).
Additional helpful documents, FAQs, applications, and tools can be found on the Siemens
Industry Online Support page at http://support.automation.siemens.com (http://
support.automation.siemens.com).
My Documentation Manager (http://support.automation.siemens.com/WW/view/en/
38715968) gives you the option of compiling specific documentation contents into your own
manual.
SIMATIC BATCH V9.0

Security information 2
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 only form one element of such a concept.
Customer is responsible to prevent unauthorized access to its plants, systems, machines and
networks. Systems, machines and components should only be connected to the enterprise
network or the internet if and to the extent necessary and with appropriate security measures
(e.g. use of firewalls and network segmentation) in place.
Additionally, Siemens’ guidance on appropriate security measures should be taken into
account. For more information about industrial security, please visit:
http://www.siemens.com/industrialsecurity.
Siemens’ products and solutions undergo continuous development to make them more secure.
Siemens strongly recommends to apply product updates as soon as available and to always
use the latest product versions. Use of product versions that are no longer supported, and
failure to apply 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
http://www.siemens.com/industrialsecurity.
SIMATIC BATCH V9.0

Security information
SIMATIC BATCH V9.0

Product introduction and installation 3
3.1 What is SIMATIC BATCH?
What is SIMATIC BATCH?

SIMATIC BATCH is a SIMATIC PCS 7 program package with which discontinuous processes,
known as batch processes, can be configured, planned, controlled and logged.
Simple batch processes with configurable sequential control systems are automated with the
CFC and SFC tools included in the PCS 7 Engineering System. When you have more complex
requirement of a recipe control strategy, you use SIMATIC BATCH. With SIMATIC BATCH,
recipe structures are designed, modified and started graphically on an operator station or on
a separate PC.
All process and operator data can be collected for a specific batch during batch execution and
can then be processed and printed out in a batch report.
Possible applications of SIMATIC BATCH

SIMATIC BATCH is suitable for batch processes of any complexity. It provides simple support
for batch applications ranging from small to extremely large.
The outstanding features of SIMATIC BATCH are as follows:
● Simple, graphic recipe creation
● Control and monitoring of recipe execution with the same graphic representation as used
in recipe creation
● Two modes for working through the recipe logic, PC-based and AS-based
● Control strategy with data from multiple programmable logic controllers
● Integrated permission management with detailed access permissions
● Integrated logging of all events (including manual intervention) for comprehensive
production documentation
● Simple and clear batch planning, when required with interfacing to higher-level PPS systems
● Modular expandability
● Application of NAMUR and ISA-88 standards
SIMATIC BATCH V9.0

Product introduction and installation
3.2 Functions of SIMATIC BATCH
3.2 Functions of SIMATIC BATCH

SIMATIC BATCH supports you throughout all the stages involved in the automation of batch
processes. The functions provided by SIMATIC BATCH can be divided into four basic areas:
● Recipe system:
Creation and management of any number of master recipes and library operations
● Batch planning:
Planning and replanning of batches and production orders
● Batch control:
Execution, visualization and control of batches released for production and the
corresponding control recipes as well as visualization of the current unit allocation
● Batch data management:
Acquisition, storage and report creation of batch data
3.3 Components of SIMATIC BATCH
3.3.1 BATCH interface blocks
Introduction
SIMATIC BATCH uses the new functionality of the SFC types in the engineering system to
define operation and phase types. As an alternative, SIMATIC BATCH continues to provide
special interface blocks as the communications interface to the processing programs on the
automation system. These blocks known as BATCH interface blocks ship with SIMATIC
BATCH as a block library.
Additional information: "Setting up the equipment module with interface blocks IEPH and
IEOP (Page 163)"
Definition
The BATCH interface blocks form the communications interface between SIMATIC BATCH
and the processing programs of the process cell control system in the automation system. The
BATCH interface blocks are implemented as CFC blocks and are inserted in the CFC charts
according to their function and stored in the corresponding hierarchy folders in the plant view
in the SIMATIC Manager.
SIMATIC BATCH V9.0

Functions
Using the BATCH interface blocks along with SIMATIC BATCH, makes the following functions
available:
● Controlling the running of the process:
The IEPH/IEOP blocks are used for this purpose. These provide the commands (for
example start or hold) of the recipe control steps from the batch control to the processing
blocks (for example: SFC_CTL or user blocks). The processing blocks report their current
statuses back to the batch control.
● Allocating or releasing a unit by a control recipe:
The UNIT_PLC block is used for this purpose.
● You use the TAG_COLL blocks to collect process values to create transition conditions and
for logging measured value sequences in the batch report.
● Transferring setpoints and process values:
The IEPAR blocks are used for this purpose. The batch control writes the recipe parameters
(setpoints) for the processing blocks to these blocks via the IEPH/IEOP blocks. The
processing blocks write the result data (process values) to the IEPAR blocks so that they
can be stored as batch data by the batch control once again using the IEPH/IEOP blocks.
SIMATIC BATCH V9.0

3.3.2 BATCH configuration dialog
Software components in the SIMATIC Manager

The BATCH configuration dialog is opened in the SIMATIC Manager using the Options >
SIMATIC BATCH menu. As an alternative, you can also open it using the "SIMATIC BATCH"
shortcut menu of any object in the SIMATIC Manager.
Functions in the BATCH configuration dialog

In the BATCH configuration dialog, the following tasks are performed after you have created
the basic automation (SFC / CFC) in the SIMATIC Manager:
● Updating, compiling and downloading the S7 program (objects)
● Updating, compiling and downloading stations (SIMATIC station, for example SIMATIC
S7-400)
– CPU for example 417-4, specifying the memory configuration and assignment for the
recipe logic
– Compiling and downloading the S7 program (charts) The CFC charts of the units
assigned to the S7 program are opened.
– Displaying, updating, compiling and downloading connections
SIMATIC BATCH V9.0

● Batch process cell

– Validating the batch process cell
– Transferring messages of the batch process cell to the higher-level PCS 7 OS
– Downloading a batch process cell
● Generating, creating and deleting batch types
● Propagating batch types in a multiproject
● Compiling, creating and deleting batch instances.
● Merging batch instances in a multiproject
Additional information
BATCH engineering (Page 190)
3.3.3 BATCH Launch Coordinator

The BATCH Launch Coordinator is responsible for the following:
● Operator control and monitoring of SIMATIC BATCH
● Monitoring the BATCH server applications
The icon of the BATCH Launch Coordinator is displayed within the task bar. If you right-click
the icon, a shortcut menu opens in which commands are available for selection. Additional
information can be found in the first reference below.
Figure 3-1 BATCH Launch Coordinator shortcut menu
Startup characteristics
The BATCH Launch Coordinator can be started automatically or manually. For automatic start
after computer logon, the Batch process cell must be loaded and WinCC Runtime must be
activated.
If the BATCH Launch Coordinator is not started automatically, start it using the Start > All
Programs > Siemens Automation > SIMATIC > Batch > SIMATIC BATCH Launch
Coordinator command.
Starting the BatchCC

The BATCH Launch Coordinator creates the preconditions for starting BatchCC. BatchCC
cannot be connected to the database of the loaded batch process cell until SIMATIC BATCH
displays the status "running". BatchCC will display a corresponding information dialog on
startup until SIMATIC BATCH is ready.
SIMATIC BATCH V9.0

Information on the BATCH Launch Coordinator (Page 257)
"System characteristics" tab (Page 976)
3.3.4 BATCH control server
Definition
The BATCH Control Server is a component of SIMATIC BATCH. The BATCH Control Server
handles communication with the process and controls and monitors execution of the current
batches.
The BATCH Control Server does not have its own user interface. The BATCH Control Server
is started using the Launch Coordinator on the BATCH server or, in a redundant system, on
both BATCH servers.
BATCH Control Server tasks

The BATCH Control Server (BCS) performs a variety of detailed tasks. The most important
functions are the following:
● Establishing a communication connection to the automation system
● Generating the control recipe
● Downloading the control recipe to the automation system
● Processing the recipe synchronization
● Generating messages on the server status
● Controlling the redundancy mechanisms
● Failure monitoring (watchdog)
To acquire batch data (messages), there is a connection to the message server and to the
process data acquisition of the PCS 7 OS (WinCC).
Establishing a communication connection to the automation system

The BCS in conjunction with the communication channel (via S7 DOS) ensures the
communication with the process. It monitors the execution of the current batches.
In contrast to the PC-based concept, the AS-based concept has direct process access via the
communication channel.
Transferring step information and control recipe requests

The BCS transfers data to the AS via the S7 DOS communication channel. Commands and
parameters are sent to the automation system. The BCS receives status and process values.
SIMATIC BATCH V9.0

Generating the control recipe

Once a batch has been started in the BatchCC or on the PCS 7 OS, the BCS allocates the
unit on the AS, generates the associated control recipe, and sends it to the AS.
Downloading the control recipe to the automation system

The complete control recipe for one unit is loaded in a permanently assigned data block on
the AS using S7 communication.
All of the step and recipe structure data is stored in the data block.
Processing the recipe synchronization

If a synchronization line is reached during execution of a control recipe, the automation system
sends a frame to the BCS. In addition to the batch ID, the frame also contains the
synchronization number that is unique within a recipe.
A signal is sent to the AS when all units involved in synchronization reach the synchronization
line. The batch execution is then resumed simultaneously in all units.
Generating messages on the server status

The BATCH Control Server generates status messages for the BatchCC and the AS link. The
messages are stored along with the corresponding message numbers in PCS 7 Alarm Logging.
Generating the batch report

After a batch is started, the batch data is saved in the online data storage of SIMATIC BATCH.
In order to display and/or print out batch data, a print preview window and the batch report are
available.
Checking state of process cells in the event of a problem in the automation system
In the event of a problem in the AS (AS in STOP), the active automation functions go into error
mode. Depending on the setting under Properties > "AS operating parameters" tab under "SFC
start-up after CPU restart", the SFC / SFC type is automatically reset or retains its state.
Operator intervention is needed in both cases. We would only recommend a restart or
resumption of the function once the state of the process cells has been checked.
3.3.5 BATCH CDV

If you use a Process Historian in your plant configuration, you do not need BATCH batch data
management (BATCH CDV). BATCH CDV is automatically deactivated.
Definition
BATCH CDV is a component of SIMATIC BATCH. It is a server component responsible for
acquisition, storage and reporting of batch data.
SIMATIC BATCH V9.0

BATCH CDV does not have its own user interface. BATCH CDV is controlled as a server
application by the BATCH Launch Coordinator service. The status of the application is
displayed via the "BATCH Status" button in the shortcut menu of the BATCH Launch
Coordinator.
Functions
The "BATCH CDV" server handles the following three tasks:
● Collects and stores WinCC messages.
● Collects and stores WinCC measured values. Only the measured values configured in the
running batches are collected and stored.
● Closing batches. This process is divided into two steps. The transition state "Closing" leads
to the final state "Closed".
Saving measured value and message data

BATCH CDV was enhanced so that the collected measured value and message data can only
be written to the hard disk when sufficient disk space is available.
In addition, a batch can only take the "Closed" status when all batch-specific measured value
data have been collected and written to the hard disk.
Note
Batches can no longer be closed if there is not enough space on the hard disk.
Cause:
A batch can only take the "Closed" status after it has first taken the "Closing" status and all
batch-specific measured value and message data have been collected and written to the hard
disk. If there is not enough hard disk space, the collected measured value and message data
cannot be saved.
Remedy:
As soon as there is enough hard disk space, the pending measured value and message data
is written to the hard disk. If a batch has the "Closing" status at this point in time, it is
automatically closed after the pending measured value and message data has been saved.
3.3.6 Batch Control Center (BatchCC)
Definition
The BATCH Control Center (BatchCC) is the central component in SIMATIC BATCH for batch
planning and batch control. The BATCH Control Center manages all the data relevant to
SIMATIC BATCH. This means all BatchCC data can also be displayed in reports.
The Batch Control Center is started on the BATCH servers according to the settings made in
the BATCH Launch Coordinator.
SIMATIC BATCH V9.0

Functions
With the BATCH Control Center, you can do the following:
● Read in the process cell data from the basic control
● Specify the user permissions for all functions of BATCH
● Define the names and codes of the materials used
● Manage master recipes and start the BATCH Recipe Editor to configure the recipe structure
● Manage libraries with recipe elements (library operations)
● Edit and manage the formula categories and corresponding formulas
● Plan production orders using master recipes and batches
● Start and control batch executions
● Monitor and troubleshoot batch executions
● Display recipe and batch data in reports.
SIMATIC BATCH V9.0

3.3.7 BATCH Recipe Editor
Definition
The BATCH Recipe Editor (RE) is part of SIMATIC BATCH and provides you with a graphical
user interface for creating and modifying master recipes and library operations. Recipe creation
is based on the BATCH objects from the BATCH process cell configuration in the engineering
system (ES) of SIMATIC PCS 7, for example, by ISA-88 type definition of the process cell,
units and equipment modules.
Functions
With the BATCH Recipe Editor, you can do the following:
● Create new master recipes and library operations.
● Modify existing master recipes and library operations (structural or parameter
modifications).
SIMATIC BATCH V9.0

● Display the master recipes and library operations in reports.

● Release master recipes and library operations for testing or for production.
● Validate recipes.
When performing these tasks, the familiar functions known from MS Windows programs such
as paste, cut, copy, undo and redo can be used on single or grouped objects.
3.3.8 Assembling BATCH data in reports
Reports
Printed reports ensure the documentation of your batch processes. Reports for the following
objects are available with SIMATIC BATCH:
● BATCH process cell
● Libraries
● Master recipes
● Formulas
● Batches
The standard report templates are provided for all types of reports. Report templates are used
for clear and structured visualization of the data. The shortcut menu of a selected object
contains the "Print" and "Print Preview" commands for objects. Commands for navigating,
viewing, printing, and exporting reports are included in a toolbar of the print preview window.
Object reports (Page 492)
3.3.9 BATCH OS controls
OLE custom controls (OCX) for SIMATIC BATCH

We provide you with SIMATIC BATCH OS controls for operating and monitoring batch
processes on a PCS 7 OS client. In a template screen that is available after installing SIMATIC
BATCH, you will find all the BATCH OS controls for operator control and monitoring of a Batch
process cell.
Graphical user interface on a PCS 7 OS

You can use the BATCH OS controls as a graphical user interface (GUI). They are configured
in the WinCC Graphics Designer for process mode. In process mode (WinCC Runtime), all
the necessary interventions for batch mode can be implemented from a PCS 7 OS using
BATCH OS controls.
SIMATIC BATCH V9.0

3.4 Operating modes in SIMATIC BATCH
SIMATIC BATCH OS controls (Page 599)
3.4.1 Introducing the operating modes "AS-based" and "PC-based"
BATCH block for both operating modes

When you create the master recipes, you can specify whether or not they are processed AS-
based or a PC-based for each recipe unit procedure (RUP). This is only possible if the new
block "UNIT_PLC" from supplied block library is configured in the relevant RUP.
What makes the AS-based operating mode possible?

The AS-based mode can only be implemented by using the new unit block "UNIT_PLC". With
the new AS-based mode, you can influence recipes being processed on the AS using the
UNIT_PLC block.
Note
Units with more than one AS
AS-based operation is not possible in units that have more than one AS on which the equipment
phases/operations are configured. In projects with such units, the AS-based operating mode
must be disabled in the BATCH configuration dialog (0% memory allocation).
Which functions are not supported in the AS-based operating mode?

● Flat recipes are not available.
● The "online structure changes (OSC)" from SIMATIC BATCH version 7.1 SP1 with which
structure changes could be made to the recipe logic during the running of a batch is not
possible in AS-based mode.
Memory requirements of the CPU and runtimes in AS-based mode

The following table provides an overview of the amount of CPU memory occupied by SIMATIC
BATCH blocks in the AS-based mode.
Memory allocations Description Memory required in KB

Static part. Occupied by system. Communication (Event Send) 56
Function blocks 60
Function calls 41
SIMATIC BATCH V9.0

Memory allocations Description Memory required in KB

Dynamic part. Occupied by settings in per unit 57
the BATCH configuration dialog. per recipe unit procedure (RUP) 128
The following table shows the runtimes of the most important recipe structures that result from
the processing of a recipe unit procedure and are required to calculate a cycle time.
Recipe structure AS runtime

Completing recipe phase (average measured value) 1.8 ms
Updating setpoint (average measured value) 0.07 ms
Processing a transition (average measured value) 4 ms
Starting recipe phase (average measured value) 1.9 ms
Processing a recipe phase (average measured value) 2 ms
You can find an example of how to determine the memory requirements and the runtime in
the section "Measured results for calculating the performance of both operating modes
(Page 72)".
3.4.2 Concept expansion
Reason for expansion of the concept

Continuously increasing demands for higher product quality while simultaneously maintaining
full plant capacity have caused a variety of branches in the manufacturing industry to improve
and optimize their batch processes again and again.
For example, the food and beverage industry thus expect deterministic and above all fast step
change times from a batch control system because slow step changes can result in a reduction
in product output.
Requirements for fast batch processes

The determining logic of step changes is a basic requirement for both fast and parallel process
sequences, which need to be synchronized to specific steps. Fast process sequences, for
example, enable configuration of exact deceleration points for dosing, while precise parallel
sequences accelerate the material transfer to synchronization steps.
The following requirements must be met to obtain the needed fast batch processes:
● Clear reduction of the step change times to less than one second
● Clearly defined deterministics for the step change times for batch processing
SIMATIC BATCH V9.0

Characteristics of SIMATIC BATCH

When compared with previous versions of SIMATIC BATCH, this version allows faster batch
control. The following features characterize SIMATIC BATCH in AS-based mode:
● Shifting of the recipe logic to the automation system (BATCH block UNIT_PLC)
● Reduction of the communication paths and communication traffic
● Shorter reaction times
● SFC time optimization due to event-driven calls
Compatibility with SIMATIC PCS 7 and SIMATIC BATCH

The proven functionalities, such as engineering, convenient recipe management, and operator
control and monitoring of the process, remain available. Added to this are the deterministic
algorithm and the performance at step changes while the runtime system on the AS is activated.
Hierarchical recipes are created in three levels: RUP, ROP, and RPH. These recipes are
executed in the automation system as batches. Either the BATCH Control Center or the
BATCH OS controls are used for operator control and monitoring of recipes.
Online functionalities, such as creating and starting batches, are available not only in BatchCC
but also with the new BATCH OS controls on a PCS 7 OS.
Offline and project functions, such as "Updating process cell", "Permission management",
"Role management", and the creation of materials, formulas, and formula categories continue
to be used exclusively in BatchCC.
Recipes for AS-based operation continue to be created with the Recipe Editor of SIMATIC
BATCH and their use is checked there. For recipes that have parts executed on the AS,
additional constraints were included in the validation. There is a check to determine whether
free memory blocks are available on the AS to execute selected recipe parts during runtime.
Use of existing recipes

With suitable system knowledge, existing hierarchical recipes from previous versions of
SIMATIC BATCH can be reconfigured for AS-based operation.
3.4.3 Shifting of the recipe logic to the AS
Acceleration of recipe execution steps

An essential measure for accelerating recipe execution steps is the shifting of the recipe logic
from the BATCH control server to the automation system. It results in substantially faster as
well as deterministic step change times.
In comparison to a server, the automation system operates deterministically because the
individual cycles of organization blocks are controlled in it. On the server, in contrast, the
execution times of the cycles can vary depending on the load of the CPU.
Moving the recipe logic also results in changes to the system architecture. As can be seen in
the figure "Shifting the recipe logic", the BATCH control server is connected to the AS via a
SIMATIC BATCH V9.0

separate communication channel (S7DOS). The result is shorter and simplified communication
paths.
Communication path between BATCH control server and automation system

The new concept in AS-based mode uses a direct communication channel for faster and more
stable data exchange between the BATCH control server and the automation system. This
channel is based on S7 DOS and allows the BATCH control server direct access to the process.
The communication channel has the following tasks:
● Downloading blocks with the control recipe for the sequence of a unit
● Sending control commands to the recipe control
● Transferring step data from the automation system to the BATCH control server
● Transferring setpoint values, process values and measured values from the automation
system to the BATCH control server
The communication connections between AS and BCS are created automatically by the
BATCH configuration dialog.
Data communication between the server and automation system

The following figure, "Reducing the communication volume" shows how the individual software
components were changed to reduce the volume of communication.
SIMATIC BATCH V9.0

Impact on the processing time and memory of the AS

The greater the number of currently active unit recipes on the AS, the less memory space or
processing time is available for the remaining automation tasks on the AS.
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Operator control of the process on a PCS 7 OS using BATCH OS controls

To create and operate batches including visualization of the control recipes of currently running
batches, SIMATIC BATCH provides a template screen on a PCS 7 OS with all the necessary
BATCH OS controls.
Which recipe phases continue to be processed in the BATCH control server?

The following list shows all recipe phases that are still processed in the BATCH control server
in AS-based mode:
● Unit allocation (preferred unit, the longest out of use, operator selection and process
parameters)
● Synchronization lines between two units
SIMATIC BATCH V9.0

● Cross-unit transitions and command steps

● Operator instructions
Obtaining the memory configuration and setting the allocation (Page 210)
BATCH OS controls (Page 599)
3.4.4 Recipe levels and sequence of a recipe
Recipe levels and recipe logic

In AS-based mode, SIMATIC BATCH allows a reduction and a reproducibility of step change
times with the following recipe control runtime functions that have been shifted to the
automation system:
● Unit/RUP level
● Recipe level 1/ROP level
● Recipe level 2/RPH level
● Logic of the individual control units
Recipe level 2 / RPH level contains the recipe logic and its accelerated execution via the SFC
type or SFC chart.
The logic of the individual control units describes the user configuration on the AS.
The system blocks required for recipe control and the runtime system are grouped together in
the SIMATIC BATCH blocks library.
Recipe execution
The mapping of the recipe execution in the AS is made with the following block classes:
1. RUP level -> UNIT_PLC block
2. ROP level -> EOP block (level 1)
3. RPH level -> EPH block (level 2)
Recipes in the automation systems are assigned to the units as control recipes. This property
allows the distribution of a project over several automation systems.
If communication with the SIMATIC BATCH control server is interrupted, the AS continues to
run to the next synchronization line in the recipe or to a reference (transition or command block)
to another unit recipe. Events are temporarily stored on a unit-specific basis until the configured
communication buffers are full.
The volume of data that may be put into interim storage depends on the corresponding volume
of batch communication.
SIMATIC BATCH V9.0

3.5 Possible configurations
3.4.5 Recipe processing in runtime
Control recipe definition

The complete controller information required to execute a batch in the automation system is
called the control recipe. This information is distributed over units and loaded into the
automation system by the BATCH control server. Each unit is assigned one or more data
blocks for storage of unit recipes.
Control recipe request from the AS

A control recipe is requested by the AS. The unit recipe procedure is then generated in the
BATCH control server and loaded into the data block for the UNIT block.
The start of a unit is initiated by:
● The order system (BatchCC) on the BATCH control server
● The SIMATIC BATCH OS controls on the PCS 7 OS
Recipe synchronization
Recipe synchronizations are loaded in the AS with the control recipe. When a recipe
synchronization line is reached during the control of a unit, the the following individual actions
occur:
● The AS sends a frame to the recipe synchronization in the BATCH control server. In addition
to the batch ID, the frame also contains the synchronization number that is unique within
a recipe.
● The BATCH control server determines the participants of the synchronization with the first
frame. The synchronization definition is read for the recipe for this purpose. The definition
includes the recipe unit procedures (RUPs) involved in the synchronization.
● The BATCH control server determines the unit candidates for this batch. The candidate
information includes which unit is selected for this RUP in the current batch.
● If the conditions of a synchronization are met, the BATCH control server will set an
"acknowledgment bit". The acknowledgment bit is set in the AS for each participating unit.
● The execution in all units is then simultaneously resumed in the AS.
3.5.1 System software architecture

System and software architecture.
The following figure shows the hardware components involved in the system (colored gray)
that are interconnected via bus systems (colored brown) Software program packages or parts
of software program packages (colored white) of SIMATIC BATCH are shown for each
SIMATIC BATCH V9.0

hardware component involved in the process. Blue lines with directional arrows roughly show
the interaction of the components of the software packages.
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3.5.2 Distribution of the SIMATIC program packages
SIMATIC software packages and their distribution variants

When installing these SIMATIC software packages on PCs, the following main distribution
variants are possible.
Variant Name Installation of the SIMATIC program Assessment and purpose

1 Single station All program packages are installed on one PC Process connection to AS from this PC.
system Example: Engineering station (ES), OS server, OS cli‐ Limited performance, engineering and
ents, BATCH server, BATCH client, RC server, RC cli‐ process mode not separate. For exam‐
ent. ple for small process cells or when work‐
ing with Getting Started.
2 Simple multi‐ Installation of the program packages for an ES and the Process connection to the AS from the
ple station installation of all other program packages on a sepa‐ ES and the separate PC. Better per‐
system rate PC. formance. Engineering and process
Example: OS server, OS client, BATCH server, mode separated. Industrial system.
BATCH client, RC server, RC client.
3 Multiple sta‐ All program packages are installed on different PCs Process connection to AS from the ES,
tion system The following program packages can be installed on from BATCH server and OS server.
different PCs. Best performance in conjunction with a
fast network. Engineering and process
Example: Single PC as ES, single PC as BATCH serv‐
mode separated. Industrial system.
er, single PC as OS server, single PC as RC server,
single PC as BATCH client, OS client and RC client,
Data storage systems

SIMATIC BATCH operates with the following three databases:
● Project DB: Storage of user permissions
● Offline DB: Storage of recipes, formulas, materials
● Online DB: Storage of the batches
During installation, the BATCH databases or BATCH shared folder with the databases are
created in the specified location on your hard disk or in a new folder path.
BATCH server
When you install the BATCH server program package on a PC, the following BATCH
applications are installed:
● BATCH control server (BCS)
● Batch data management (CDV)
● SIMATIC BATCH Server (SBS)
● BATCH databases
● BATCH Launch Coordinator
SIMATIC BATCH V9.0

BATCH clients
When you install the BATCH client program package on a PC, the following BATCH
applications are installed:
● Batch Control Center (BatchCC / BCC)
● BATCH Recipe Editor (RE)
● BATCH OS controls
● API interface
You will find a detailed description of the possible distribution of the SIMATIC BATCH program
packages in the manual Process Control System PCS 7; PC Configuration.
3.5.3 Client / server architecture of SIMATIC BATCH
Client/server architecture
The SIMATIC BATCH software package is normally installed on more than one PC. PCs are
set up as BATCH clients are always at least one PC as BATCH server. All the BATCH stations
involved work with the same process cell project. The BATCH server provides the services for
the BATCH clients that form the interface to the operator, in other words function as operator
control terminals.
PC-based mode: Interaction with PCS 7 OS server

In process mode (runtime), SIMATIC BATCH is linked to the PCS 7 OS servers.
Communication with the automation system, for example writing recipe parameters or reading
process values, is handled by the data manager of the PCS 7 OS server. In other words, a
BATCH server does not need its own interface to the automation system for the PC-based
mode.
The "BATCH server" and "OS Server" program packages should, whenever possible, be
installed on separate PCs to improve performance. In the batch process cell configuration, the
PCS 7 OS servers that are relevant for the batches are made known to the BATCH server.
BATCH clients can run on a separate PC as well as together with an OS client on a PC. The
PC configuration of this mode is shown in the following figure.
SIMATIC BATCH V9.0

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AS-based mode: Interaction with the automation system

In contrast to the PC-based mode, a BATCH server in the AS-based mode requires a network
connection to both the terminal and plant bus. This ensures direct communication between
the BATCH server and the AS via a separate communication channel. Via this channel, the
control recipes on the automation system are accessed while the runtime system is operating.
To accelerate a step change, for example, switch to next signals are set in the control recipe
and therefore in the automation system.
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multiple station system (distributed system)

SIMATIC BATCH supports the model of multiple station systems or distributed systems. This
means that you can install the software program package relevant to the application on every
PC of a multiple station system. You can, for example, configure your project in such a way
that all stations involved including the AS can be accessed from an engineering station.
Simple multiple station system (distributed system with a PCS 7 OS as BATCH server and OS server)
The configuration described up to now applies to a multiple station system or distributed
system. For small projects, there may be only one PCS 7 OS. In this case, the BATCH server
and the OS server are installed on this PCS 7 OS. This PC must have the process connection
to the AS. The ES is installed on a separate PC. This provides a network connection to the
terminal and plant bus and therefore to BATCH clients and the AS.
Configuration on an engineering station

BATCH servers, BATCH clients and OS servers and OS clients are configured in the SIMATIC
Manager of the Engineering Station and downloaded from there to the target stations.
SIMATIC BATCH V9.0

Maximum number of BATCH clients

A maximum of 40 BATCH clients can be connected to one BATCH server.
Keep in mind that BatchCC and BATCH OS controls are considered to be BATCH clients.
3.5.4 Interface to MES/ERP

With the SIMATIC BATCH - COM API interface, you can link the online and offline functions
of SIMATIC BATCH to an OEM system or to any MES/ERP application. The API interface
offers a COM connection (data format XML).
To learn about the possible uses and configuring options, please refer to the associated online
help or manual. You will find the online help named "bfapicm_a.chm" in the following path "..
\SIEMENS\BATCH\Api_Example\BFApi\_doc". Double-click on the file to open the online help.
The manual can be opened as a PDF file under Start > All Programs > Siemens Automation
> SIMATIC > Documentation > English > SIMATIC BATCH - COM API.
3.5.5 Redundancy
3.5.5.1 Introduction
Availability
To increase the availability of the batch control and to allow a software update during operation,
SIMATIC BATCH provides the option of installing a redundant BATCH server. If there is a
failure in the redundant system, there is a standby/master failover between the redundant
BATCH servers.
Redundancy is achieved with redundant BATCH servers each with local data management.
To safeguard data and to allow the batch applications to access the current data, the data is
constantly synchronized between the two local data management systems - a data replication.
This ensures that after the failure of one BATCH Control Server or database server, the
redundant server can continue to work with the same data without the loss of data or gaps in
the documentation.
Configuring and commissioning
Note
Requirements
To establish the software and hardware requirements and when configuring and
commissioning redundant servers in the SIMATIC PCS 7 system, you should always consult
your Siemens representative.
SIMATIC BATCH V9.0

References for redundant PCS 7 OS

An introduction to the general redundancy mechanisms is provided in the function manual
Process Control System PCS 7; Fault-tolerant Process Control Systems. This documentation
is on the "PCS 7; Electronic Manuals" CD. This is general documentation describing the overall
concept of availability in PCS 7. This also includes, for example, more information on the
redundant PCS 7 OS.
3.5.5.2 Example configuration - Fault-tolerant Batch Control

The figure below shows an example configuration with a redundant BATCH server and
redundant PCS 7 OS (WinCC):
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(1) Redundant BATCH server

Redundancy is achieved with two BATCH servers with a standby/master failover. The
redundancy of the BATCH servers ensures the following if a BATCH server fails:
● All BATCH clients (with the BATCH Recipe Editor and BatchCC (batch planning, batch
control)) are immediately operable again following the failover and
● permanent acquisition of the Batch data continues.
SIMATIC BATCH V9.0

(2) OS redundancy of the standard PCS 7 operator stations

The redundancy of the distributed PCS 7 operator stations with an interface to the SIMATIC
S7-400 is achieved by interconnected OS servers with data synchronization and backup of
the archive data. The WinCC archives of the redundant OS servers are synchronized and
contain the same data. The functionality is implemented with the "Redundancy" optional
software of WinCC. For a description of the "Redundancy" optional software, refer to the
manual SIMATIC HMI; Options.
The redundancy of the PCS 7 operator stations ensures that the batch processes will continue
uninterrupted even if one of the two OS servers fails. The operator remains informed about
the status of the process cell and can still intervene in the process.
3.5.5.3 Behavior in runtime
Failover of the BATCH server

The BATCH Control Server and Batch data management (Batch CDV) are permanently active
on both redundant BATCH servers. From the prospective of the BATCH server, there is no
preferred server; in other words, both BATCH servers access the same OS server when there
are no failures in the system.
If the BATCH server configured as the master fails, there is a failover to the BATCH server
(standby). This then becomes the master.
Possible causes of a failover

● Failure of the BATCH server PC (master), e.g. hardware fault or "blue screen"
● Failure of the network connection of the BATCH server PC. The BATCH server no longer
detects a client or its redundant BATCH server.
● Failure of a BATCH server application, e.g. BATCH Control Server, batch data
management (CDV), SIMATIC BATCH Server (SBS).
Failover of the BATCH clients

If the BATCH server (master) fails, the BATCH clients automatically fail over to the standby
BATCH server.
SIMATIC BATCH V9.0

Startup, hot restart of the BATCH clients
Note
Failover time
Following a failover of the BATCH servers, the BATCH clients can only be operated again after
a certain time has elapsed.
A message window opens informing you that the BATCH server is currently not obtainable.
The message window disappears after a successful failover. This indicates that the server
application is ready for operation again. If the redundant BATCH server is not ready to take
over, the message "BATCH server is in error state (postponed)" is displayed on the PCS 7
OS. When the redundant BATCH server becomes ready to take over, the redundant BATCH
server automatically takes over the server application.
As long as the message window is displayed, the BATCH client cannot be operated. You can,
however, close the client application by clicking the "Quit application" button. On completion
of the failover, the BATCH client can be started again.
Process control messages

In the event of a failover, a process control message is displayed on the message OS.
3.5.5.4 Data replication
Synchronizing databases
Each redundant BATCH server of a server pair (master, standby) has its own local database.
To continually synchronize the two local databases, an independent second network adapter
is used for each of the two server PCs. The following tasks are performed via this connection:
● Lifebeat monitoring of the redundant partners
● Data replication
● Data consistency between the redundant partners
This ensures that both BATCH server always use the same database.
SIMATIC BATCH V9.0

Redundancy switchover, start sequence of the BATCH servers, database synchronization with WinCC
message
● An interruption of the replication connection (extra network adapter in both redundant
SIMATIC BATCH server PCs with network cable) affects the communication between the
AS and the BATCH server. The communication is blocked for approximately 20 s. This
means that the process (batch) continues running but its visualization in the BATCH Control
Center or in the BATCH OS controls is updated after a delay of up to 20 s.
● When starting a redundant BATCH server or during a redundancy switchover, the
databases of the standby server are synchronized with the databases of the master server.
Do not abort the copy procedure needed for this, e.g. by powering down/switching off one
of the BATCH servers. If you do, you will have to reset the BATCH database of the standby
server.
● A "Restart dialog" appears on the previous master once a switchover to a redundant pair
of servers caused by an error has occurred. Please follow the restart request to correctly
restart the PC. All active programs are closed when you acknowledge the restart request.
● If you power down both BATCH servers on a redundant system with a time lag, when
restarting the BATCH server you will have to firstly restart the server you powered down
last. If you don't do this, there is a risk of you losing batch measurements and messages
from the period of the time lag.
● When starting and ending database synchronization between the master and standby
servers, the WinCC messages "Data synchronization started" and "Data synchronization
complete" are produced.
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SIMATIC BATCH V9.0

Hardware requirements
● Redundant BATCH servers always require an additional network adapter independent from
the terminal and plant bus. These network adapters can be of the same type.
● The additional network adapters must be installed in your PCs (redundant BATCH server
pair) in free PCI slots.
● Make sure that you read the information in the relevant SIMATIC PCS 7 documents,
especially the document Process Control System PCS 7; PCS 7 - PC Configuration.
Software requirements
● Installation of SIMATIC PCS 7
● Batch data replication is performed exclusively via an independent, additional network
adapter in both PCs.
● The network adapters are configured within the operating system (IP addresses and subnet
mask).
– Subnet mask: The network adapter for the data replication must not be in the same
subnet as the network adapter for the communication with the BATCH clients via the
terminal bus/with the AS via the plant bus.
– The addresses (IP and subnet mask) of the two PCs must be in the same network,
otherwise no communication is possible between the redundancy partners.
Configuration
The network configuration of the independent network adapter for a redundant BATCH system
is project-independent. It is performed in the "Simatic Shell" system folder in Windows Explorer.
1. Right-click on the "Simatic Shell" folder and select the shortcut menu command
"Redundancy Settings ...".
2. In the "Serial Interface" area, select "none, or the following symbol "-------------".
3. In the "Network adapter" area, select the adapter that has been configured and is now
available.
4. Close the dialog with "OK".
5. Open the "Network connections" dialog. Open the "Advanced Settings" dialog with the
menu command Advanced > Advanced Settings. Use the buttons in this dialog to set your
connections in the correct order. First configure the "Terminal bus" and "Plant bus"
connection and then the "Batch replication connection".
Note
Check that a log is not selected in the adapter settings for the plant bus (file and print
sharing).
6. Repeat steps 1-5 for the redundancy partner.
SIMATIC BATCH V9.0

Result
You have now configured the required communication for the redundancy partners and can
no perform database replication for SIMATIC BATCH.
3.5.5.5 Configuration of the redundant BATCH server
Configuration of applications on objects
WARNING
Computer names
Configuring applications (WinCC, SIMATIC BATCH, ...) on separate "SIMATIC PC station"
objects and then merging them to create one PC station by assigning the same computer
name to the "SIMATIC PC station" objects is not permitted.
Follow the steps in the SIMATIC Manager outlined below:

1. Select the project in the Component view.
2. Select the menu command Insert > Station > SIMATIC PC Station.
Result: A new SIMATIC PC station is inserted in the current project.
SIMATIC BATCH V9.0

3. Set the computer name of the PC station.

– To do this, select the SIMATIC PC station.
– Select the menu command Edit > Object properties.
– Enter the computer name in the last field.
4. Configure this SIMATIC PC station in HW Config.
– Select the menu command Edit > Open object.
Result: HW Config opens.
– Insert a batch application from the hardware catalog:
Path in the hardware catalog: Standard > SIMATIC PC-Station > BATCH > BATCH
application (stby).
Select the menu command Station > Save and compile.
SIMATIC BATCH V9.0

Result:
The inserted "BATCH application (stby)" object appears in the Component view below the
SIMATIC PC station.
3.5.5.6 Information on network connections
Requirements:
The following are requirements for network adapter, serial connection and redundancy
connection:
● A redundant BATCH server must have a second network connection independent of the
terminal bus and plant bus. This is used for BATCH data replication.
● The serial connection (COM interface) may no longer be used in conjunction with SIMATIC
BATCH. It must be removed from "old systems".
● In principle, the redundant connection between both BATCH servers can be produced using
a crossed network cable (cross over cable) or a switch.
3.5.5.7 Configuring network connections
Introduction
Network configuration of a redundant batch system is not dependent on the project. There is
therefore no need for configuration of batch redundancy in batch engineering, as was
previously undertaken in the project settings in the BATCH configuration dialog.
Procedure
1. Network configuration for the redundant BATCH server is undertaken via the "Simatic Shell"
folder in Windows Explorer. You will find more information in the online help for SIMATIC
BATCH in the Redundancy > Data replication section.
2. If you are installing BATCH and WinCC servers on a PC, ensure that you use the following
settings in the "Redundancy" WinCC Editor:
– Connection to redundant partner via serial interface: Select "none".
– Connection to redundant partner via network adapter (MAC address): Select the network
adapter you used for data replication and close the dialog using the "OK" button.
SIMATIC BATCH V9.0

3.5.5.8 Important additional information
Redundant server pair

● In a compact system (WinCC server and batch server on same PCs), the "Start SIMATIC
BATCH automatically after starting WinCC" setting should only be made once the BATCH
process cell (database) has been created. If this is not done, booting the system will be
interrupted with an error under the precondition "Just one server switched on, no client
started, BATCH process cell still not created".
● In a distributed system (WinCC server and batch server on different PCs), the "Start
SIMATIC BATCH automatically after starting WinCC" setting is blocked.
● When starting a redundant BATCH server or during a redundancy switchover, the
databases of the standby server are synchronized with the databases of the master server.
Do not abort the copy procedure needed for this, e.g. by powering down/switching off one
of the BATCH servers. Otherwise, the database of the standby server will have to be reset.
● If a redundancy failover occurs during active client applications, e.g., during actions such
as archiving batches, updating process cell, starting a print preview or a print operation,
the current actions may be adversely affected.
● If there is a redundancy failover after the command "Update process cell" is executed on
a client, it is possible that this command will not be executed.
Follow the steps below:
– Close the client.
– Start the client.
– Execute the "Update process cell" command.
● A "Restart dialog" appears on the previous master once a switchover to a redundant pair
of servers caused by an error has occurred. Please follow the restart request to correctly
restart the PC. You should first close active programs.
● Both when starting and ending database synchronization between master and standby, the
WinCC messages "Data synchronization started" and "Data synchronization complete" are
produced.
● Batch data management There are no longer any restrictions for the start order of the
BATCH server in a redundant system. The system automatically connects to the valid
project database. You should, however note that following any total system failure in a
distributed system, the servers must be started up in the following order. First start the
WinCC server and wait until its redundant WinCC server is synchronized. Start the BATCH
server only when this completed.
SIMATIC BATCH V9.0

Downloading the BATCH process cell data

When loading the BATCH process cell data from the BATCH configuration dialog, both the
BATCH server (master and standby) and all BATCH clients defined in the project are supplied
with data. However, this data is not valid in the BATCH system immediately after downloading,
but rather not until a defined point in time when this data is applied by the BATCH system.
Data is applied through the following actions:
● The distribution of the components and the BATCH server configuration, e.g. CDV on/off,
are applied during startup of the BATCH server PC (master and standby).
● The BATCH process cell data is applied in the BCC through the active user action "Update
process cell".
In the case of a redundant system, the BATCH process cell data is not automatically
synchronized on the redundant BATCH server when just one BATCH server PC is started up.
This means that when you restart a BATCH server, it is imperative that you also restart its
redundant BATCH server. Inconsistent BATCH process cell data between redundant partners
could lead to the following situations, for example:
● Messages and measured values are recorded on the master (CDV on) but not on its standby
(CDV off).
● Communication between the redundant BATCH servers may be faulty.
● Errors may occur in the recording of messages and measured values by the PCS 7 OS.
● Completely different BATCH process cells may be present on the two BATCH servers
because the databases are not synchronized.
BATCH engineering (Page 190)
3.5.5.9 Automatic hot restart
What safety strategies are there when using redundancy?

A redundant server pair provides protection for your process against failure. New mechanisms
are available to ensure that there is a failover and hot restart if a problem occurs.
● Prevention on exiting a SIMATIC server application with redundancy
● Automatic hot restart of server applications after problem; cannot be recognized by the user
● Isolation of SIMATIC BATCH server in an error state
● Isolation of the server applications in an error state
● Automatic hot restart of a SIMATIC BATCH server after status check of the partner server
SIMATIC BATCH V9.0

Prevention on exiting a SIMATIC server application

If you want to exit a SIMATIC server application (WinCC server, BATCH server, Route Control
server) for whatever reason, you must make sure that the partner server is fully capable of
taking over. In other words, all the applications running on the server must also run on the
partner server and be ready for operation.
If the result of the application check is negative, a warning dialog is displayed when you exit
a server application informing you that the partner server is not fully capable of taking over
and you will be asked whether you really want a redundancy changeover to the partner server.
If you click "Yes", the server application will be exited even though the partner server is not
ready to take over.
If you click "No", the dialog will be closed without any action being taken.
Automatic hot restart of SIMATIC server application

An automatic hot restart does not require any operator control. The process runs in the
background. The BATCH server applications can be restarted automatically when a problem
occurred. This does not affect redundancy.
The aim is to keep running in process mode at all times. If a SIMATIC server application
changes to the error state and needs to be exited, make sure that it is restarted automatically.
The following requirements must be met before SIMATIC server applications will restart
automatically:
● Requirements for installation: As of these versions, the restart mechanisms are included
in the software packages to be installed.
– SIMATIC PCS 7 V6.1 SP4 or higher
– SIMATIC BATCH V6.1 SP3 HF18
● Requirements for configuration:
– Automatic hot restart and isolation of the SIMATIC BATCH server are only supported
in a redundant configuration.
– All the mechanisms are available for the following redundant environments: Redundant
WinCC server, redundant BATCH server, redundant Process Historian, redundant
maintenance server and redundant Route Control server.
● Requirements in the operating system and project settings:
– WinCC Autostart must be configured so that the next time the PC is started up, the
corresponding project is opened and activated in the WinCC Explorer. The "AutoStart
configuration" dialog is available from the Start menu with Start > SIMATIC > WinCC >
Autostart.
– In the BATCH Launch Coordinator, one of the two options "Start SIMATIC BATCH
automatically after starting WinCC" or "Start SIMATIC BATCH automatically,
independent of WinCC" must be activated.
– If you also use SIMATIC Route Control, turn on the automatic activation in the shortcut
menu of the Route Control server.
SIMATIC BATCH V9.0

An automatic hot restart following a server application error, can run as follows:
● Initial situation: Server and partner server are ready for operation
● Error on the server
● Partner server becomes master
● The dialog for a restart is ready to start on the server.
● All network connections (terminal bus, plant bus, crossover connection) are terminated.
The network adapters of this terminal bus and crossover connection are disabled. The
server is isolated.
● After a dynamic time dependent on the system, the server automatically acknowledges the
restart request with "OK" and is restarted.
● Once the server returns, the databases of the partner server and server are synchronized.
3.5.5.10 Failure behavior of the BATCH server in AS-based mode
Failure of the BATCH server

In AS-based mode, batches are processed in the CPU. If the BATCH server fails, any batches
that have started are processed to the end if the BATCH server does not need to intervene in
the recipe execution, for example for synchronization or due to an operator dialog. Otherwise,
the individual units used in the control recipe continue to the next synchronization line and then
wait for communication with the BATCH server.
The situation still remains that if there is a sudden failure of the SIMATIC BATCH standby PC
(hardware defect, power failure, network connection to the database broken down), the BATCH
server can no longer store the AS frames in the database of the standby PC (redundant storage
for data backup/replication). The timeout time for recognizing the failure is set to 20 seconds
for technical reasons. If more frames are generated in the AS within these 20 seconds than
the internal AS buffer can store, the batches currently running on the AS change to the "Held"
status. This default setting can be changed for specific units in the AS.
Additional information is available in the manual SIMATIC BATCH Blocks V9.0 > Interface
blocks > BATCH Interface Blocks > UNIT_PLC > Command interface for influencing the entire
unit.
Temporarily storing events in the AS in the buffer memory

If the communication from the AS to the BATCH server breaks down or the server itself fails,
batch processing in the automation system continues until the next synchronization line or to
the end of the batch. This is also the response in a redundant scenario during the failover
phase and in the event of both BATCH servers failing. The corresponding events (the number
depends on the size of the AS memory) are stored temporarily in the AS until they are fetched
by the runtime component of the BATCH server.
When the buffer is full, the AS sends a message to the PCS 7 OS. You can use a parameter
on the UNIT_PLC block to specify whether the control recipe should continue to run or whether
the unit should switch to a previously defined state.
SIMATIC BATCH V9.0

3.6 Configuration limits
Additional information is available in the manual SIMATIC BATCH Blocks V9.0 > Interface
Blocks > BATCH Interface Blocks > UNIT_PLC > Settings for communication monitoring and
for the communication buffer.
3.6.1 Definition of configuration limits
Definition
The quantity structure in SIMATIC BATCH describes the quantitative load on the process
control system when executing batch processes.
Based on the quantity structure, you can calculate the number of automation systems for the
planned process cell and select suitable dimensions for the SIMATIC BATCH server. This is
intended to reduce the automation costs and to improve the quality, yield, safety, process cell
utilization and productivity.
Quantity structure information can, however, only provide a rough guide for planning the
components of a process cell. For example, batches with a short duration (minutes up to a few
hours) with large numbers of setpoints can put significantly more load on a SIMATIC BATCH
server or an automation system than batches with few setpoints and a duration of several days.
SIMATIC BATCH V9.0

3.6.2 Structures of batch process cells
Process cell configuration with SIMATIC BATCH

One possible structure of a complex SIMATIC BATCH process cell is shown in the following
figure.
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Figure 3-3 Process cell configuration
Operating batch process cells

The "Process cell configuration" figure shows that three batch process cells can exist
completely independently of each other on one common terminal and plant bus. With very
complex process engineering plants with an extremely large quantity structure a distribution
over several batch process cells is necessary.
SIMATIC BATCH V9.0

Process cell design

Important characteristic values for the dimensions of your batch process cell are as follows:
● Number of automation systems per batch process cell
● Number of clients per batch process cell
● Number of servers per batch process cell
● Number of batch process cells in a process control system
● Here, you need to take the performance specifications of SIMATIC PCS 7 into account.
Process cell design

The performance of a SIMATIC BATCH process cell depends on different factors.
Factors are, for example:
Static
● Recipe size
– Number of TRPs (RUPs), ROPs (ROPs), RF (RPHs), parameters, transitions
Dynamic
● Batches
– Step transition times
– Loop runs
– Tags/Trends
– Alarms
– Runtime
– Operator inventions, print, print preview, close/archive batches
● Orders
– Number of planned, released batches
– Number of active batches
– Number of closed, archived batches
Hardware configuration
● Server
– Main memory configuration
– Hard disk size
– Hard disk type
SSD or conventional
● Number of clients
● Number of ASes
● Number of OSes
SIMATIC BATCH V9.0

● Connection of a Process Historian, MES/ERP system

● Network connection
For example 10BASE-T, 100BASE-T, 1000BASE-T ... 40GBASE-T
● Storage location of the database
Shared hard disk with system or own hard disk
● Size and fragmentation of the database
● SIMATIC BATCH server and WinCC Server on the same or on separate computers
● Manual Process Control System PCS 7, Engineering System, Connecting Network Nodes
to Ethernet
● Manual Process Control System PCS 7; PCS 7 - PC Configuration
3.6.3 Basics for calculating the performance of both operating modes

The data shown provides you with guide values that indicate which load states related to typical
data or basic data can be reached in your BATCH process cell both in PC-based and AS-based
mode and how you can select suitable dimensions for your process cell. This allows you to
estimate overload situations in advance and to include these in your planning.
The measured results are shown in the following section "Measured results for calculating the
performance of both modes".
Hardware and software basics

The following hardware and software was used:
● Automation system used CPU 417-4XT05-0AB0
● The PC used for the measurements is equipped with the hardware recommended by
SIMATIC PCS 7
● In PC-based mode, the blocks relevant to SIMATIC BATCH are installed in OB32 (1 second
cycle), recommendation from the section "Introduction" (Page 154)
Engineering data (equipment properties)
Number of units 50
Number of materials 100
Number of qualities per material 2
Recipe data
To calculate the performance data, a hierarchical recipe with the following characteristic data
is used.
SIMATIC BATCH V9.0

Configured recipe data in the BATCH Control Center:
Number of RUPs per RP 10

Number of ROPs per RUP 10
Number of RPHs per ROP 15
Number of RPHs in simultaneous branches 5
Number of transitions per ROP 15
Number of conditions per transition 5
Number of header parameters per recipe / formula 100 / 10
Number of parameters per RPH 15
Number of parameters per control strategy 10
Number of active RUPs per RP 3
Number of process tags per RUP 5
Number of process tags per ROP 3
Number of configured electronic signatures (ESIG) in an RP 3
Number of of active RPHs within a batch 3
Batch data
Number of planned batches 100

Number of batches per order 100
Number of batches to be created simultaneously 100
Number of released batches 100
Number of batches to be released simultaneously 100
Number of batches running simultaneously 100
Number of of active RPHs within a batch 3 PC-based
30 AS-based
Number of of active RPHs within a batch process cell 30 PC-based
350 AS-based
Number of opened batches (control recipes) on all BATCH clients 30
Number of batches to be completed simultaneously 50
Number of batches to be archived simultaneously 30
Number of batches to be deleted simultaneously 30
Number of active BATCH clients (BATCH Control Center) 5
Duration of the RPH 10 min
Duration of the transition 10 s
Acquisition cycle of the archive tags 10 s
Execution of step change simultaneous
SIMATIC BATCH V9.0

3.6.4 Measured results for calculating the performance of both operating modes
The measured values depend on the project, the equipment and load of the PC being used
and can differ from the times shown here. The times were calculated with the hardware
recommended by SIMATIC PCS 7.
Result, measured value (offline)

For the measured times, it is assumed that the step changes execute simultaneously and are
not processed with a time offset. Simultaneous step changes mean maximum load.
Acquired data:
Action Runtime
Creating a recipe / library <2s
Deleting a recipe / library <4s
Creating a formula <2s
Deleting a formula <2s
Creating a material <2s
Deleting a material <2s
Releasing for testing / production < 90 s
Opening a recipe / library <4s
Checking a recipe for validity / releasing < 75 s
Creating an order <2s
Creating a batch < 20 s
Release batch < 75 s
Result, measured value (online)

When processing the basic recipe described, a PC equipped with a size of the SIMATIC
BATCH online database has a 30% processor load.
Definition of step change: A step change means that a recipe phase was completed, a transition
run through and the following recipe phase was started. This means that at least 3 recipe
objects are involved in a step change. In practice, however, there are often more than 3 recipe
objects involved, for example in simultaneous branches, alternative branches or when there
is synchronization. As an average value, approximately 5-7 recipe objects are assumed per
step change.
Action Runtime
Start batch <3s
HOLD command < 2 s!
RESUME after HOLD command <2
PAUSE command <2s
RESUME after PAUSE command <2s
Close batch 5 to 10 min
Archive batch < 50 s
SIMATIC BATCH V9.0

Action Runtime
Change parameter <3s
Step change time 4 s PC-based
< 1 ms AS-based
Result of the AS runtimes for AS-based mode

The measured results shown in the following table serve as the basis for the calculations made
below.
Recipe structure AS runtime

Completing recipe phase (average measured value) 1.8 ms
Updating setpoint (average measured value) 0.07 ms
Processing a transition (average measured value) 4 ms
Starting recipe phase (average measured value) 1.9 ms
Processing a recipe phase (average measured value) 2 ms
These measured values result in a step change time of 8.4 ms (1.8 ms + 5 * 0.07 ms + 4 ms
+ 1.9 ms + 5 * 0.07 ms) for a recipe phase with 5 parameters. As a result, with, for example,
100 simultaneously active recipe phases and 32 simultaneous step changes, the recipe
processing time can be calculated as follows:
Recipe processing time = 32 * 8.4 ms + 100 * 2 ms = 469 ms.
This calculation does not, however, apply to parallel branches, alternative branches or when
there is synchronization since more than three recipe objects are then involved in a step
change. 32 simultaneous step changes with such constructs would lead to a loss of
performance.
A reduction in the number of simultaneous step changes increases the number of
simultaneously active recipe phases and vice versa.
To guarantee optimum performance in the automation systems, remember the following:
● The calculated total cycle time (times for communication, firmware, recipe processing and
user program) should always be shorter than the cycle time of the OB in which the
UNIT_PLC and the user blocks are installed.
● Take into account all the CPU requirements relating to the cycle time (you should also refer
to the documentation for the automation system S7-400 CPU Data).
Distributed over all the automation systems connected to the BCS, the BCS can:
● Have a brief peak load (max. 1 s) of up to 200 simultaneous step changes. In this case, a
maximum of 200 recipe phases that do not execute a step change can also be active. To
ensure that the BCS and AS continue to operate synchronized with each other following
such peak loads, you must ensure a recovery time of that least 60 s.
● Be run in continuous operation with not significantly more than 350 simultaneous, active
recipe phases. In this case, an average of 2 step changes may be active per second.
SIMATIC BATCH V9.0

Result of the determination of memory requirements (data blocks) for AS-based mode
The following table shows the minimum memory requirements (data blocks) of the CPU for
AS-based mode.
Memory allocations Description Memory requirements in KB

Function blocks 60
Function calls 41
Dynamic part. Occupied by settings in per unit 57
the BATCH configuration dialog. per recipe unit procedure (RUP) 128
Based on the recipe data from the section "Basics for calculating the performance of both
modes", the actual memory requirements can be calculated as shown below.
Note
For this performance determination, the units must be configured within one automation
system and the recipe unit procedures must all be active at the same time.
Sample calculation (AS-based mode only)
Memory allocations Description Memory requirements in KB

Function blocks 60
Function calls 41
Dynamic part. Occupied by settings in 10 units 570
the BATCH configuration dialog. 10 simultaneously running recipe unit 1280
procedures (RUP)
Memory requirements Total in KB: 2007
Based on this calculation, it can be seen that the AS requires at least 2007 KB of memory for
the recipe logic. You set the memory required for the recipe logic as a percentage of the entire
work memory in the BATCH configuration dialog for the CPU.
To determine the amount of required memory for a CPU, you need to add the standard BATCH
blocks (SFC type, SFC, IEPH etc.) and the blocks for process control (drivers, actuators,
sensors etc.).
Typical performance data for the two operating modes

The following quantity structure for AS-based mode represents a complex process cell.
Requirement for the AS: A recipe of the size shown below can be downloaded to and processed
for the recipe logic assuming that the AS has a work memory capacity of 30 MB, 60% of which
is being utilized.
SIMATIC BATCH V9.0

Result: The following table specifies from a SIMATIC BATCH perspective how the automation
system can be configured taking into account the conditions listed above.
Automation system (AS)

Setpoints/parameters per RPH
48 setpoints/parameters per recipe phase with a maximum of 5 text
string setpoints/parameters and a maximum of 32 characters per
text string
RPHs per ROP
96 recipe phases and transitions (total quantity) per recipe operation
(ROP)
ROPs per RUP
20 recipe operations (ROPs) per recipe unit procedure (RUP)
RUPs per AS
16 units per AS with 48 setpoints/parameters per recipe phase
(RPH)
BATCH capacity limits Number

Number of batches that can run simultaneously in a batch process cell 64
Number of recipe phases (RPH) that can run simultaneously in a batch 150
Number of recipe phases that can run simultaneously in a batch process cell 300
Regardless of the data listed in the table above, in each AS a maximum of 100 recipe objects,
for example recipe operations, recipe phases and transitions, may change their status per
second. In this case, the time taken for recipe processing accounts for approximately 60 to
70% of the maximum automation system cycle load.
We recommend that you do not process more than 300 active recipe phases on a BATCH
server (nor a redundant server).
Note
Number of recipe phases running simultaneously
Depending on the frequency and how often step changes occur, the SIMATIC BATCH server
can process significantly more than 300 active equipment phases/operations.
Report creation and archiving

SIMATIC BATCH can process data (XML archive file) up a maximum of 200 MB in a report.
This applies only when using the XML format with SIMATIC BATCH version V7.0 or earlier.
With SIMATIC BATCH V7.0 SP1 or later, this restriction no longer applies to reports due to
the use of a new XML format.
This quantity of data is made up as follows:
● Size of the batch process cell (PCell)
● Number of recipe phases/recipe operations run through Also include multiple processing
in loops.
SIMATIC BATCH V9.0

3.7 Security aspects
● Number of recipe parameters

● Number of trends and the number of measured values per trend. Also take into account
the duration of the recording and cycle time.
The following average data quantities can be used for an estimate:
● approx. 1.1 MB for 100 recipe phases
● approx. 0.5 MB for 100 recipe parameters
● approx. 0.05 MB for 1 trend with 300 measured values
● approx. 0.1 MB for 1 trend with 600 measured values
The situation could be critical with the following recipe constellations:
● Recipe phases run through large numbers of loops.
● Incorrect cycle times are configured for trend archives in WinCC.
The number of measured values is calculated from the duration of the trend divided by the
acquisition cycle time (for example 6000 s runtime for the trend / 10 sec. cycle time = 600
measured values). The number of measured values for trends can be limited to approximately
1000 measured values that are adequate for a good overview. A maximum of 50000 measured
values are possible per trend.
Note
A cycle time of 1 second and 24 hours runtime mean 86400 measured values.
A recipe with 1500 recipe phases would result in an archive data size of approximately 30 MB
for approximately 6 hours runtime.
Exceeding the specified recommendations means that batch reports and possibly also the
archiving of batches are no longer possible.

With the increasing networking of processes in automation, matters concerning all aspects of
IT security are becoming more and more important. Consider all security aspects before
commissioning the hardware and software. You will find information about this with the
following link: www.siemens.com/pcs7-documentation (http://www.automation.siemens.com/
mcms/industrial-automation-systems-simatic/en/manual-overview/tech-doc-pcs7/Pages/
Default.aspx)
SIMATIC PCS 7 makes the following documentation available:
● PCS 7 Compendium Part F - Industrial Security
This document presents the "Defense in Depth" security concept with example
configurations.
● SIMATIC PCS 7 Security Manuals
These documents contain important information on the following topics:
– Security concept
– Virus scanners
SIMATIC BATCH V9.0

Note
Security aspects of SIMATIC BATCH
Shared directories, data, and archives must be continuously protected by suitable security
mechanisms. Note this for the following functions, in particular:
● Archiving batches (Batches > Archiving > Archiving method (Page 775)
If you are using one of the following methods for archiving, the storage locations of the
archives must be protected:
– "Directory"
– "FTP server"
● Protecting backup files (Backup (Page 1021)/Restore) (Page 1021) and Export/Import
(Page 336)
You must protect these files (.sbx) because SIMATIC BATCH does not provide recognized
protection mechanisms for these files at present. One possibility is to create access
permissions for accessing the directory.
● Printing in BatchCC/BATCH Recipe Editor in process mode
XPS/PDF printer drivers typically enable access to the operating system.
If you want to prevent access to the operating system, the XPS/PDF printer drivers should
not be available or selectable in print dialogs. Remove such devices or printers in the
Windows Control Panel.
● Settings for secure process mode
To prevent intervention in the operating system, you need to configure the user rights
accordingly. Remove all rights that are not absolutely necessary for process mode.
To prevent intervention in the operating system, you need to configure the user rights
accordingly. Remove all rights that are not absolutely necessary for process mode.
We recommend that you do not grant rights for the commands "Back up", "Export" and
"Import" for process mode, as these commands could allow intervention in the operation
system.
The assignment of rights enables you to regulate all access in accordance with your own
wishes and thus guarantee secure process mode.
SIMATIC BATCH system

To increase security, we recommend that you use the "NTLM" mode for communication of the
SIMATIC BATCH system.
SIMATIC BATCH V9.0

3.8 Configuring the security settings on the SIMATIC BATCH server
● You will find information about the "NTLM" mode in the following section:
Configuring the security settings on the SIMATIC BATCH server (Page 78).
● You will find information on the archiving method "SQL Server" in the sections:
– Basic principles (Page 481)
– Create SQL Server database (Page 482)
– Setting up an SQL server (Page 484)
– Batches > Archiving > Archiving method (Page 775)
– User credentials (Page 887)
Security settings
You can increase the security of the communication of the SIMATIC BATCH system.
We recommend that you set the "NTLM" mode.
● The following applies for a new installation as of version V8.2:
On completion of the setup, configure the "NTLM" mode manually on all servers involved.
Note
Configuration must be carried out once after installation.
● The following applies to updates of a version lower then V8.2:

The system is automatically configured in the "Compatible" mode.
To use the increased security, configure the "NTLM" mode manually for all servers involved.
Note
With a redundant server set the same mode on both servers.
Requirements for manual configuration

● In Windows a user account (login) incl. password has been created.
● The user is a member of the SIMATIC BATCH, SIMATIC HMI and a member of the
administrators group.
● The user has the right "Login as service" (1).
● We recommend that you set the runtime of the password so that it never elapses.
● BATCH Runtime and the BATCH project are exited.
SIMATIC BATCH V9.0

Procedure
1. Right-click on the symbol "BATCH Launch Coordinator" in the Windows taskbar.
2. Select the command "Change security settings ...".
3. Click on the "Yes" button. in the "User Account Control" dialog box.
4. Select the "NTLM (recommended)" option.
5. Enter the user name in the "Login" input box.
– For the local user
" \User name"
Note
Even if "dots" are shown in the input box for the password, you need to enter a valid
password.
– For the user of a domain

"Domain\User name"
6. Enter the password in the input box.
7. Click on the "OK" button.
8. Select the command BATCH Project > Start.
Result
The SIMATIC BATCH server system uses the NTLM mode.
Note
If the password elapses, the user is disabled or deleted, the SIMATIC BATCH server system
does not operate.
"Compatible" mode
If the "NTLM" mode does not work correctly, change the mode to "Compatible".
In this mode, the SIMATIC BATCH server system operates as in the past.
You will find information on security aspects the section Security aspects (Page 76).
(1) You will find information on the right "Login as service" in the documentation of Windows.
SIMATIC BATCH V9.0

3.9 Installation
3.9 Installation
3.9.1 Delivery type of SIMATIC BATCH
Program packages
SIMATIC BATCH is delivered in different program packages for engineering and process mode
(Runtime). Within the setup of SIMATIC PCS 7, you choose the appropriate programs for
installation depending on the intended use of the PC.
Note
Files installed by setup
All files that are installed with the setup of the product are required for fault-free function of the
product.
The following commands, therefore, are not permitted for the files installed by the setup:
● Delete
● Replace
● Rename
● Move
● Edit
SIMATIC BATCH V9.0

3.9 Installation
The following program packages are available for SIMATIC BATCH:
Table 3-1 BATCH program packages and their components
Intended use Program Components Licenses

package
PC as engineering Station BATCH engi‐ ● BATCH Base Without license
(ES) with BATCH engineering. neering ● BATCH Builder
● BATCH Blocks
● BATCH WinCC Client Options
● BATCH WinCC Server Options
● BATCH WinCC APL Client
Options
PC as BATCH Single Station BATCH Sin‐ ● BATCH Base ● BATCH Server or BATCH
with all available BATCH com‐ gle Station Single Station System
● BATCH Builder
ponents for engineering and
● BATCH Fast Objects ● BATCH Single Station User or
runtime (WinCC and BATCH).
BATCH Client and BATCH
● BATCH Client
Recipe System
● BATCH server
● BATCH Unit
● BATCH Blocks
● BATCH WinCC Client Options or
BATCH WinCC APL Client
Options
● BATCH WinCC Server Options
PC as classical BATCH Server BATCH serv‐ ● BATCH Base ● BATCH Server or
with BATCH Runtime er BATCH Single Station System
● BATCH server
● BATCH Fast Objects ● BATCH Unit
PC as OS Server with WinCC OS Server for ● BATCH WinCC Server Options Without license
Runtime, BATCH Faceplates, BATCH ● BATCH WinCC Client Options or
and BATCH Communication
BATCH WinCC APL Client
Connector
Options
PC as OS Client with BATCH OS Client for ● BATCH WinCC Client Options or Without license
Faceplates BATCH BATCH WinCC APL Client
Options
PC as classic BATCH Client BATCH Client ● BATCH Base BATCH Single Station User or
BATCH Client and BATCH Recipe
● BATCH Client
System
Information server on which - ● Information Server - BATCH Without license
the SIMATIC BATCH reports Options
are created
You install the required SIMATIC BATCH software package on the appropriate PCs depending
on the type of system you have. The accompanying license keys are required to use the
BATCH software packages. The acquired license keys are managed with the Automation
License Manager.
The SIMATIC BATCH COM API package is an optional package for SIMATIC BATCH. It
provides you with an interface for accessing SIMATIC BATCH data and initiating actions with
SIMATIC BATCH V9.0

3.9 Installation
function calls. If the license key is not available, you still have read access to the data. With
the license key, you also have write access to the data.
You will find additional information on licenses in the section "Licenses (Page 85)".
3.9.2 SIMATIC BATCH Basic
Licensing characteristics of SIMATIC BATCH Basic

SIMATIC BATCH Basic requires no separate installation. A BATCH client that checks the
license keys on a BATCH server to distinguish SIMATIC BATCH and SIMATIC BATCH Basic.
The scope of functions for BATCH clients depends on the license keys transferred to the
BATCH server. BATCH clients are, for example, instances of BatchCC, BATCH OS controls
or API clients.
If a BATCH server contains both the license key for SIMATIC BATCH and the license key for
SIMATIC BATCH Basic, the higher license key is used with full functionality.
Functional scope of SIMATIC BATCH Basic

The following functions are not available or only available in restricted form in SIMATIC BATCH
Basic:
● The "Libraries" and "Formulas" folders are not displayed in the project tree of BatchCC.
The libraries and formulas can therefore not be used.
If you import a system backup containing libraries or formulas, the two folders and the
objects they contain are shown in BatchCC. In this case, the library or formula can be
released, but not the recipe that uses the library or formula.
● No "Synchronization" tab in the properties dialog for recipe engineering. This means the
connection to MES (MES_Sync_Request) cannot be configured or used.
● No "Transfer parameters" tab in the properties dialog for recipe engineering. This means
the connection to SIMATIC Route Control cannot be configured or used.
● No release of recipes that contain command steps or monitoring objects. A list of errors
preventing release is displayed for the plausibility check and and attention is drawn to
insufficient licenses.
● No OSC. This means recipe structures cannot be changed in runtime.
● No electronic signatures (ESIG). This means that electronic signatures cannot be
configured in the recipe engineering or subsequently used in batches.
● The use of the following extended recipe structure elements (extended SFC structures) is
not possible:
– Insertion of library references
– Insertion of command steps
– Insertion of monitoring
SIMATIC BATCH V9.0

3.9 Installation
Display of the reduced range of functions in the user interfaces

If you license SIMATIC BATCH Basic, the functions described above are either not displayed
in the interface menus and dialogs, or they are grayed out. In both cases, the functions are
not available.
Handling of structural elements from recipes through restore and import

Recipes that you obtain through import or restore in BatchCC are subjected to a plausibility
check. If these recipes contain elements such as "Monitoring", "Command step" or "Library
reference", the plausibility test will fail because the contained recipe elements are not licensed.
Save these recipes with a new name, remove the objects preventing release, and release the
recipe once again.
3.9.3 Notes on installation
Important information in the readme files

When installing SIMATIC BATCH, the hardware and software requirements for SIMATIC
PCS 7 apply.
The requirements for the installations are described in the file "SIMATIC BATCH readme
(online)" and in the "PCS 7 readme (online)".
These files are only available as Internet download to always keep them up-to-date.
You can find the links to the files in the section "Preface (Page 27)".
Requirements
● Data backup
Save your project data to a backup file.
● Compatibility
SIMATIC BATCH may only be installed in the context of SIMATIC PCS 7, including service
packs and updates.
The SIMATIC BATCH version must be compatible with the SIMATIC PCS 7 version.
● Administrator rights
SIMATIC BATCH can only be installed with administrator rights in the respective operating
system.
Users require the rights of the "Users" user group.
● BATCH shared folder "sbdata" with the share name "BATCH"
When you reinstall SIMATIC BATCH, you specify the folder path to be used at the start of
the installation. To locate the shared folder in Windows Explorer for editing, select the
BATCH share in Computer Management under Shares and click "Open" in the shortcut
menu.
SIMATIC BATCH V9.0

3.9 Installation
Installation procedure
SIMATIC BATCH contains a setup program that installs the software automatically. Depending
on the operating system configuration, the setup program starts automatically once the DVD
is inserted in the drive. If this does not happen, you can start the setup program manually from
the DVD.
The wizard started with the setup program guides you through the installation procedure step
by step and, after querying the user data and required configuration, starts the actual
installation process.
Access permissions for the operating system set by SIMATIC BATCH

After the installation, SIMATIC BATCH configures the local group "SIMATIC BATCH" in the
Windows user and group management. The members of this group have full access to the
SIMATIC BATCH shared folder "sbdata" . The user who installed SIMATIC BATCH and the
local administrator are entered automatically in this group. Additional members of this group
must be added manually by an administrator.
You can find detailed information about the installation requirements of the PC stations for
PCS 7 plants in the manual Process Control System PCS 7; PCS 7 - PC Configuration
3.9.4 Readme file with the latest information
Readme file
Note
Make sure that you read the latest information on SIMATIC BATCH in the SB readme file on
the software DVD.
How to open the readme file:

● Double-click on the sb-readme.mht file on the DVD ROM
● During the product setup, click the "Readme" button in the right-hand pane for the "BATCH
Base ..." component
● From the Start menu of Windows:
In the SIMATIC > Documentation > Readmes > Language selection area.
SIMATIC BATCH V9.0

3.9 Installation
3.9.5 Licenses
General information
SIMATIC BATCH is a licensed software product. To use it, you require licenses.
A license is issued as a right for the use of products. The representatives of this right are:
● CoL (Certificate of License)
The CoL is proof of the license. The product may only be used by the license owner or
authorized persons.
● License key
The license key is the "technical representative" of the license ("electronic license stamp").
Software protected in this way may only be used if the Automation License Manager (ALM)
finds installed license keys for the respective installed software package.
See the table below for SIMATIC BATCH client licensing. In ALM, you can configure which
PC in the network should be searched for license keys.
SIMATIC BATCH server license keys must be located on the SIMATIC BATCH server
concerned, as the employed SIMATIC BATCH software will search for them there. If the
appropriate license keys are not detected, a dialog regularly appears informing you of the
missing license keys, which is inconvenient while you are working.
The license keys required for SIMATIC BATCH can be found on the data storage medium
provided.
To transfer the license keys from the data storage medium to the hard disk of the PG/PC
concerned, use the "Automation License Manager" program.
Enter "Automation License Manager" in the search box of the Windows Start menu to open
the program.
If you have followed the SIMATIC PCS 7 installation instructions, you will already have
transferred the required license keys from the data storage medium to the hard disk of the
corresponding PG/PC during the installation of SIMATIC PCS 7. If not, you can subsequently
transfer the required license keys to the PCs at any time using the "Automation License
Manager" program.
Use the "Automation License Manager" program to transfer the license keys from the PG/PC
back to the data storage medium.
Transferring license keys

The number of individual license keys is recorded by a counter. When transferring a license
key from the data storage medium to the hard disk of a PC, the counter on the data storage
medium is decremented by 1. If the counter (number of licenses) reads "zero", no more license
keys are available on the data storage medium.
You can find detailed information on handling licenses in the basic help of the SIMATIC
Manager and in the Automation License Manager help.
SIMATIC BATCH V9.0

3.9 Installation
Extending license keys

If you need a larger number of units due to the requirements of your project, you will need to
use ALM to transfer a new, extended license key from the data storage medium to the
respective PC. In SIMATIC BATCH, the license key for units is derived from the number of
"UNIT_PLC" unit blocks used.
Installing license keys later

Restart your PC.
After the restart, install the license keys with the help of the "Automation License Manager"
program.
If BATCH license keys are added later to a BATCH client on which BatchCC has already been
started, BatchCC needs to be restarted. Only then will the new license keys be used.
Maximum distribution of SIMATIC BATCH software for use with all option packages
Depending on the use of a PC, e.g. as a BATCH server (BATCH master server, BATCH
standby server) or BATCH client, different license keys are required on the relevant PC.
SIMATIC BATCH V9.0

3.9 Installation
SIMATIC BATCH offers license keys for the following intended uses:
SIMATIC BATCH V9.0

3.9 Installation
Intended use License key/product Version Note

SIMATIC BATCH server BATCH server V9.0 This license is required on a BATCH server PC. In the
case of a redundant configuration, this license is required
on both BATCH server PCs.
If this license is available on a BATCH server, it offers a
connected BATCH client the full range of functions in
BatchCC.
BATCH Basic V9.0 This license is required on a BATCH server PC. In the
on both BATCH server PCs.
If this license is available on a BATCH server, it offers a
connected BATCH client a limited range of functions in
BatchCC.
BATCH 1 Unit - This license is required on BATCH server PCs. In the
on both BATCH server PCs. The number 1 indicates the
number of possible, configurable units.
BATCH 10 Units - This license is required on BATCH server PCs. In the
on both BATCH server PCs. The number 10 indicates
the number of possible, configurable units.
BATCH 50 Units - This license is required on BATCH server PCs. In the
on both BATCH server PCs. The number 50 indicates
the number of possible, configurable units.
BATCH Expansion V9.0 This license is required on a BATCH server PC as soon
(500MB) as more than 1500 GB is needed for processing batches.
For a redundant configuration, this license is required on
both BATCH server PCs. A license expands the availa‐
ble work memory by 500 MB. Install the corresponding
number of licenses if you want to expand the work mem‐
ory by more than 500 MB. The license values are added
up.
In the case of a redundant configuration, this license is
required on both BATCH server PCs.
Caution:
When the licensed memory capacity is reached, no
batches can be released and released batches cannot
be started.
Running batches are not affected.
BATCH Web Client - This license is required on a BATCH server PC.
In the case of a redundant configuration, this license is
required on both BATCH server PCs.
This license entitles you to monitor and operate SIMATIC
BATCH on a Web Client via SIMATIC BATCH OS con‐
trols.
The number of BATCH Web clients is determined by the
license. Licenses are available for 1 BATCH Web client
and 5 BATCH Web clients.
BATCH API V9.0 This license is required on BATCH server PCs. In the
SIMATIC BATCH V9.0

3.9 Installation
Intended use License key/product Version Note

on both BATCH server PCs. The license authorizes you
to use the Application Programming Interface.
Upgrade package V9.0 Entitles you to install the latest updates of SIMATIC
BATCH server BATCH on a BATCH server.
BATCH Single Station V9.0 This is a license bundle, containing the following individ‐
System ual licenses: BATCH Server.
SIMATIC BATCH Client BATCH Client V9.0 This license is required on each PC on which BatchCC
is to be installed and used, regardless of whether this is
a BATCH server or a BATCH client. Any number of
BatchCC and BATCH OS Control instances can be star‐
ted and operated on this PC.
BATCH Recipe System V9.0 This license is required on each PC on which recipe en‐
gineering is to be performed, regardless of whether this
is a BATCH server or a BATCH client.
Upgrade package V9.0 Entitles you to install the latest updates of SIMATIC
BATCH Client BATCH on a BATCH client.
BATCH Single Station V9.0 This is a license bundle, containing the following individ‐
User ual licenses: BATCH Client and BATCH Recipe Editor.
SB server products: You must have a BATCH UNIT license key on a SIMATIC BATCH server.
Depending on the number of configured units in your BATCH process cell, it may be necessary
to transfer additional UNIT license keys. UNIT license keys can be summed or counted here.
Example: With a BATCH 10 UNITs and a BATCH 50 UNITs, you can operate a BATCH process
cell with 60 units.
SB client products: The SIMATIC BATCH client license keys are searched for both locally on
a specified PC and on a PC specified in the network. The method of searching for license keys
in the network must be configured in the Automation License Manager.
SIMATIC BATCH server license keys, such as BATCH UNIT license keys, are searched for
on the SB server. The message about missing license keys is, however, output on a SIMATIC
BATCH client.
Note
BATCH engineering: The number of units is the sum of the "UNIT_PLC" BATCH interface
blocks. The number of configured and used units is displayed in the log that can be opened
from the BATCH configuration dialog.
Note
Missing license keys
If neither trial licenses nor BATCH licenses are detected on BATCH PCs, all the actions you
want to perform on BATCH clients are prohibited, except for the operation of batches that are
already active. You can continue to operate, complete, and archive active batches.
SIMATIC BATCH V9.0

3.9 Installation
● Display number of units (Page 206)
● Manual Process Control System PCS 7; PCS 7 - PC Configuration
● Manual Process Control System PCS 7; Licenses and configuration limits
● Manual SIMATIC; Automation License Manager
3.9.6 Installing the components of SIMATIC BATCH
Installation
You start the SIMATIC BATCH installation programs during the SIMATIC PCS 7 system setup.
On-screen prompts guide you step by step through the entire installation. The SIMATIC PCS
7 system setup is started with the normal Windows procedure for installing software.
Note
Make sure that you read the information on installing SIMATIC BATCH in the SB-readme file.
The readme file is on the same DVD as SIMATIC BATCH. You will find detailed information
on installing and configuring the PC stations for SIMATIC PCS 7 process cells in the manual
Process Control System PCS 7; PCS 7 - PC Configuration.
Installation options for the software components

The installation program of SIMATIC BATCH guides you through the installation.
Note that with a multiple station system, the installation program must be run on every client/
server PC.
At the start of the installation, the following software components are available for selection:
● BATCH Base (basic software, API; does not need to be selected as it is installed
automatically)
● BATCH Builder (BATCH engineering)
● BATCH Client (Batch Control Center, BATCH Recipe Editor)
● BATCH Fastobjects (for database server)
● BATCH server (BATCH control server, batch data management)
● BATCH WinCC Client Options or BATCH WinCC APL Client Options (block icons and
faceplates in classic or APL design, BATCH OS controls, and BATCH online help)
● BATCH WinCC Server Options (block icons and faceplates in classic or APL design)
● BATCH blocks (SIMATIC BATCH blocks)
● Information Server BATCH Options (templates for batch reports on an Information Server)
All components are installed automatically. At the end of the installation, you will be asked for
the path where you want to create the BATCH shared folder (database folder) "sbdata". The
SIMATIC BATCH V9.0

3.9 Installation
location suggested as standard will vary depending on the operating system. You can also
specify your own folder path. Note that, depending on the operating system, it may be a hidden
folder that you only make visible by changing certain folder options.
You can find the folder path to the BATCH shared folder as follows: Open the "Shares" folder
in Computer Management under System > Shared Folders > Shares. The shared folder name
is "BATCH" and the folder path is also displayed.
BATCH BUILDER (BATCH Engineering)
Note
BATCH engineering is only installed if SIMATIC PCS 7 (SIMATIC Manager) has already been
installed on the ES PC. It is possible to install only BATCH engineering on an ES PC without
client or server functionality. This installation is perfectly adequate for configuring batch objects
and their distribution. The BATCH blocks must be installed separately, if required.
BATCH WinCC Client Options or BATCH WinCC APL Client Options

BATCH faceplates and block icons are supplied in two variants:
● In the standard classic "BATCH WinCC Client Options" form
● In the style of the Advanced Process Library "BATCH WinCC APL Client Options"
Note
Installation of Client Options
Only one selection is possible during installation.
If one variant is already installed, SIMATIC BATCH setup only offers an update for this variant.
However, you can convert to the other variant at any time after you have uninstalled the
previous variant. Make sure that the same variant of the "BATCH WinCC Options" is installed
and used throughout the entire system (ES, OS server, OS clients).
The following steps are crucial for automatic update to the new picture objects in APL style:
● Installation of the "BATCH WinCC APL Client Options" component
● Plant Hierarchy - Create / update block icons or compile the OS with the "Picture Tree"
option.
Note
Manually update process pictures which do not include automatically created and
interconnected picture objects. Picture objects which you have copied manually from the
"@PCS7Typicals_Batch.pdl" file and pasted into your process pictures are deleted.
● Running the OS Project Editor in WinCC.
SIMATIC BATCH V9.0

3.9 Installation
Note
Web plugins
A special web plugin is available for both variants of the WinCC Client Options. Depending on
your selection, the corresponding web plugin is installed on a web server using the following
path:
<Path(1)>\Siemens\webplugins
The Web Configurator copies the installed web plugin to the following path:
<Path(1)>\Siemens\WinCC\Webnavigator\Server\Web\install\custom
A web client receives its plugin from this path.
If you select a variant change of the faceplates, the corresponding web plugin is deleted in the
following path:
<Path(1)>\Siemens\webplugins
However, the Web Configurator does not delete the corresponding web plugin under <Path(1)>
\Siemens\WINCC\Webnavigator\Server\Web\install\custom. Both web plugins can then be
installed on the web client which can result in errors.
There are several options to prevent that an incorrect web plugin in installed on a web client:
● Always install the currently used web plugin on the web client in the end
● Only install the currently used web plugin on new web clients
● Delete the previous web plugin manually in the following path <Path(1)>\Siemens\WINCC
\Webnavigator\Server\Web\install\custom
(1)
Depending on the operating system installed
Uninstalling
Note
If you remove SIMATIC BATCH, you must always do this before removing the plant hierarchy
(SIMATIC PH).
Installation in a redundant system
Note
A few particular requirements must be observed in a redundant PCS 7 system. A detailed
description of the installation can be found in section "Redundancy (Page 54)".
SIMATIC BATCH V9.0

3.10 Plant update
3.10 Plant update
Introduction
The following section describes the basic procedure for a plant update.
Read the information in the "PCS 7 Readme" file before beginning the system update.
A plant update includes:
● Replacement of existing hardware, such as PC, AS memory, network adapters
● If applicable, the installation of new operating systems, such as Windows 7 Ultimate /
Enterprise SP1 (64-bit) and Windows Server 2012 R2 Update Standard Edition (64-bit)
● Installation or reinstallation of SIMATIC PCS 7 with SIMATIC BATCH = software update.
For the update, there are two possible options:
– With use of new functions
– Without use of new functions
● Update of PCS 7 project with SIMATIC BATCH = project update
Notes
● It is possible to use a "PC image" for the supported operating systems.
● If you select a 64-bit operating system, you may need to replace existing CP1613 A1 type
communications processors with a new CP1613 A2 for BATCH servers, BATCH clients
and the ES.
● If you use the "AS-based" mode, it may be necessary to expand the memory of your
automation systems.
● Software update
Please note the following when updating the software of a SIMATIC BATCH server from
V8.x to V9.0:
If the server security setting for a SIMATIC BATCH server V8.x is set to "NTLM" mode, you
have to make the server security settings again after updating the software to V9.0. This
step is essential for starting the SIMATIC BATCH server.
You can find information on security settings in section "Configuring the security settings
on the SIMATIC BATCH server (Page 78)".
● New installation of a SIMATIC BATCH server
Configure the security settings on the SIMATIC BATCH server before you start the SIMATIC
BATCH system.
You can find information on security settings in section "Configuring the security settings
on the SIMATIC BATCH server (Page 78)".
● As of SIMATIC BATCH V7.0, enumerations are supported for the BOOL data type. If you
use this type, now it will be interpreted as ENUM and no longer as BOOL. This results in a
type change during generation, which means that the plausibility check will mark the release
of such recipe objects as invalid when you update the plant in BatchCC. If you want to use
recipe parameters of the Enumeration data type in master recipes, configure the ENUM
data type instead of BOOL in the PCS 7 engineering.
SIMATIC BATCH V9.0

3.10 Plant update
● If you have configured a redundancy status display of the SIMATIC BATCH server in a
process picture on a WinCC client in a previous version of SIMATIC BATCH, it must be
removed in order to update the system to SIMATIC BATCH V9.0. Instead, use the icons in
the status bar of BatchCC to display and check the status of the BATCH server.
● Report templates on an Information Server
Install report templates only from a SIMATIC BATCH version x to version x+n. Otherwise,
the report templates of the newer version are deleted.
Software update
You can update PCS 7 projects of the following SIMATIC BATCH versions to SIMATIC BATCH
V9.0:
● SB AS based
– SB AS based V6.1 (incl. SPs and HFs) (only with Siemens Support)
– SB AS based V7.0 (incl. SPs and HFs)
● SB
– SB V6.0 (up to SP3 and HFs) via SB V6.0 SP4 via SB V6.1 SP3
– SB 7.0 (incl. SPs and HFs)
– SB 7.1 (incl. SPs and HFs)
– SB V8.0 (incl. SPs and UPDs)
Special notes
If the software was updated from one of the following versions as of V8.0, the SB data can
only be updated using Restore (in the BCC).
● SB V6.0 (up to SP4 including HFs)
● SB V6.1 (incl. SP3 and HFs)
Preparations for a software update

1. Archive closed batches in the BATCH Control Center.
2. Create a backup of your BATCH process cell in the BATCH Control Center.
3. Archive your PCS 7 project in the SIMATIC Manager.
4. If necessary, replace existing hardware, such as PC, AS memory, network adapters.
SIMATIC BATCH V9.0

3.10 Plant update
5. Select the recommended Windows operating systems for the PCs of your process cell
configuration (SB servers, SB clients).
6. Install the operating system.
You can use images that have already been created.
Software update (standard)

1. Update the software on the engineering station (ES).
2. Update the software on the SB server computer.
3. Update the software on the SB client computer.
4. After a successful update and reboot of the computer, start your SB system.
Note
Since on a single station system, the SB server and the SB clients are installed on one
computer, a software update is only required once.
Software update during operation (SUIR)

To keep the process continuously controllable during a software update, a redundant SB server
is required.
Note the following order during the procedure:
1. Update the software on the engineering station (ES).
2. Update at least one SB client and the SB standby server.
3. Start the updated SB client and the SB standby server after successful updating and
rebooting the computers.
4. Check the status of the SB server.
The SB server data on the standby server are compared completely with the master server
when the standby server reports the status "Listening".
You can check the status of the SIMATIC BATCH server using the symbol of the BATCH
start coordinator or using the shortcut menu command "BATCH status...".
5. Check the corresponding WinCC status messages in the Alarm Logging "CDV on BATCH
server "server name": CDV is ready for operation".
The message is only displayed when no PH is configured.
The SB standby server is ready to take over when the WinCC status message is displayed.
6. Shut down the SB master server.
This produces a redundancy failover.
The updated SB standby server becomes the SB master server.
7. Update the previous SB master server and all clients that have not yet been updated.
8. After a successful update and reboot of the computers, start the previous SB master server
and the SB clients.
The previous SB master server is now the SB standby server.
SIMATIC BATCH V9.0

3.10 Plant update
9. Check the status of the SB server.

The SB server data on the standby server are compared completely with the master server
when the standby server reports the status "Listening".
You can check the status of the SIMATIC BATCH server using the symbol of the BATCH
start coordinator or using the shortcut menu command "BATCH status...".
10.Check the corresponding WinCC status message in the Alarm Logging "CDV on BATCH
server "server name": CDV is ready for operation".
The message is only displayed when no PH is configured.
11.The update of the redundant SB system is now complete.
Note
Older versions cannot be upgraded to version SB V9.0 during operation.
Note the paragraph "Software update in Runtime (SUIR)" in the section "Notes".
Procedure after a software update

1. License all the PCS 7 software components used on all PCs in the Automation License
Manager.
2. Retrieve your PCS 7 project in the SIMATIC Manager.
3. In HW Config, configure new hardware components, for example, a new communications
processor.
4. Open all the current block libraries and update the blocks used in your PCS 7 project with
the command Options > Charts > Update block types.
5. If you use the "AS-based" mode, the "IUNIT_BLOCK" block from older SIMATIC BATCH
versions must be replaced in all CFC charts by the extended block, "UNIT_PLC". To do
this, drag it directly from the SIMATIC BATCH V9.0 library to the corresponding CFCs and
interconnect it again if necessary.
6. Update the "UNIT_PLC" block in the CFC editor under Options > Block types... > New
version .... This transfers the block from the chart folder to the block folder, "Offline".
7. Compile and download the CFC charts to the automation system.
8. Compile all PCS 7 operator stations (server, clients). Then, open each individual PCS 7
OS station within your PCS 7 project on the ES and run the OS project editor. When the
WinCC Explorer is closed for each PCS 7 OS, download the current data to the appropriate
destination stations.
SIMATIC BATCH V9.0

3.11 Time-of-day synchronization
9. Perform the following configurations in the BATCH configuration dialog:

– If you use the "AS-based" mode, specify the current memory configuration and select
the percent to be allocated to the recipe logic in the AS.
– Generate and propagate batch types
– Compile and merge BATCH instances
– Adapt and update settings, if necessary
– Transfer BATCH messages to the relevant PCS 7 OS
– Download BATCH server. You may be notified about other actions that need to be
performed. Process cell data can only be downloaded to the BATCH server after
performing the remaining actions.
10.Start process mode on all servers (OS, BATCH).
11.Perform a restore on a BATCH client and update the process cell data in BatchCC.
3.11 Time-of-day synchronization
Time-of-day synchronization of all components involved

PCS 7 time-of-day synchronization must be planned, configured and used with SIMATIC
BATCH.
The time on the AS serves as the basis for the time stamping of recipe element status
transitions. This time must be synchronized with the time of the PCS 7 OS server and the
clients so that entries in the BATCH reports and message list can be put into correct
chronological order.
● Set time of day (Page 496)
● Additional information can be found on the Siemens Industry Online Support page by
entering the manual title: PCS 7 Time Synchronization
3.12 System properties
System properties
Note the following system properties for your configuration:
● Batches that use flat recipes cannot be executed in AS-based mode.
● Visualization and operator control of batches with flat recipes is not supported in the BATCH
OS controls.
● The interface blocks from SIMATIC BATCH V4.x contained in your project can continue to
be used in SIMATIC BATCH. A reconfiguration is not possible, however.
SIMATIC BATCH V9.0

● Valid only for recipe unit procedures (RUPs) executed in AS-based mode: Character strings
containing more than 32 characters are truncated. Example: STRING values within
transition conditions. At the start of the batch, a recipe conversion takes place in which
character strings exceeding 32 characters are truncated.
● Number formats: When numbers are entered, displayed, and used further within SIMATIC
BATCH, a comma is converted to a period. This means that a period is used as the decimal
separator. A thousand separator is not used or displayed.
● In batch logs, process values are always output for the configured control strategy in the
master recipe. If there is a control strategy discrepancy between SIMATIC BATCH and the
function or operation type (EPH/EOP), the process values for the parameters are not fully
logged.
Monitoring of free disk space on the BATCH server

The system monitors the free disk space on the BATCH server. You set the values for
monitoring in the "Warning messages and errors" project settings.
You can find additional information in the section "Warning/Error (Page 762)".
Monitoring the currently used work memory on the BATCH server

The system monitors the currently used work memory on the Batch server at the start of specific
actions.
Special actions include:
● Release a batch
● Start a batch
If more than 80% of the work memory is used, a message window is displayed in BatchCC
and in the OS controls and a message is entered in the message system.
New batches cannot be started until enough memory is available.
Impermissible characters
The naming convention SIMATIC Manager prohibits the following characters: " / \ [ ] : | < >
+ ; , ? " * = . ! @ { } space
The names "EPH", "EOP", "UNIT", and "UNIT_PLC" are key words. Please do not use these
names for name assignment of an SFC type in SIMATIC Manager. In addition, the following
characters are not permitted when assigning names (name of the control strategy): Special
characters except underscore and space
When the name of the control strategy is changed, for example, from "CONTSTRAT1" to
"contstrat1" in the characteristics dialog for SFC types, this change to the control strategy name
is not applied after the generation of the batch types.
The following characters are not permitted when assigning names of WinCC projects: . , ; : ! ?
" ' + = / \ @ * % [ ] { } < > space
The following characters are not permitted in AS/OS connection names: . : ? " ' \ * % space
SIMATIC BATCH V9.0

The following characters are not permitted when assigning names of hierarchy folders: . " ' / \
%
The following characters are not permitted in global declarations (enumerations): Space " % .
'\?*:@
Note
Also note the extensive information in the online help of PCS 7 OS (WinCC Information
System). Search there for "impermissible characters". We recommend that you never use
special characters when configuring in the SIMATIC Manager. The only exception is the special
character [ _ ] (underscore).
Rules for entering floating-point values

Rules for entering floating-point values have been set to ensure uniform input, display,
conversion, calculation and recalculation of floating point values in the SIMATIC Batch
products.
The following table lists the rules on:
Rule Explanation
1 Value range
Unsigned with a maximum of 9 digits before and a maximum of 6 digits after the decimal point
2 Before and after the decimal point
The value should be entered with one digit before and one point after the decimal point.
Entered as the first character of the decimal point, shown as "0" before the decimal after exiting of the input field.
Entered as the last character of the decimal point, shown as "0" after the decimal after exiting of the input field.
3 Invalid value entered
The value is displayed in red.
4 Invalid value applied
If an invalid value is entered, a message window appears when you confirm the entry with the "OK" button.
5 BatchCC/RCE
If the source of a value in an editable field shows a value that is not within the range of values, it is displayed in red.
This value cannot be stored in the system, even if the system only accesses it. The value must be changed to a valid
value before the value can be confirmed with the "OK" button.
Click the "Cancel" button if the value should not be changed.
OS controls
If an invalid value is entered in a line, the line cannot be saved.
6 Exponential format
The input is not supported.
The display of these values is possible if, for example, other areas of PCS 7 (Faceplates, AS, CFC...) deliver these
values.
SIMATIC BATCH V9.0

3.13 BATCH server: Work memory and license key "BATCH Expansion (500MB)"
3.13 BATCH server: Work memory and license key "BATCH Expansion
(500MB)"
A SIMATIC BATCH server allows use of 1500 MB of work memory without additional license
keys.
License key "BATCH Expansion (500MB)"

A license key "BATCH Expansion (500MB)" expands the available work memory by 500 MB.
Install the corresponding number of licenses if you want to expand the available work memory
by more than 500 MB. The license values are added up.
Note
Due to the enhanced performance of the BATCH server, the basic work memory required
(even for small configuration limits) may increase by up to 50 % compared to previous versions.
Check the available work memory on the BATCH servers prior to an upgrade. If necessary,
expand the available work memory.
Contact Customer Support if you need specific support and information for the expansion.
How is the used work memory calculated?

The SIMATIC BATCH system only takes into account the work memory that is directly assigned
to batch processing.
Other information, such as process cell data, is not included in the calculation.
The information provided by the Windows operating system (Task Manager, Performance
Monitor, etc.) does not reflect the calculated work memory directly.
To display the calculated work memory, use the "SIMATIC BATCH/Expansion License
memory usage in MB" performance indicator in the Windows tool "Performance Monitor".
Checking the licensed work memory

When a batch is released or started, the system checks the work memory in use. In addition,
the available work memory is checked regularly.
If less than 200 MB of licensed work memory is available, a message is generated in the PCS 7
OS message system; it is also signaled in BatchCC and in the OS controls.
SIMATIC BATCH V9.0

3.14 Using online help
Behavior with missing license key

● BatchCC and OS controls
If the work memory used exceeds the licensed work memory, the command "Start batch"
or "Release batch" is rejected and chained batches or batches configured for automatic
start are no longer started.
Note
A message is generated in the PCS 7 OS message system. Running batches are not
affected.
Once sufficient work memory is available again, you can start and release batches again.
● SIMATIC BATCH API
When the work memory used exceeds the licensed work memory, the commands "Start"
and "Release" are no longer executed by the SIMATIC BATCH API and rejected.
System properties (Page 97)
3.14.1 Using help
Introduction
Information on SIMATIC BATCH is described centrally in the SIMATIC BATCH online help.
Contents
For configuration the SIMATIC BATCH online help offers access at any time to the complete
documentation, which consists of the following components:
● Online help
● Release notes with important up-to-date information on SIMATIC BATCH
● SIMATIC BATCH installation instructions
Open SIMATIC BATCH help

● In the BATCH Control Center or in the recipe editor open the SIMATIC BATCH online help
via the "Help Topics" menu item in the "Help" menu. Alternatively you can open the SIMATIC
BATCH online help via the <F1> button.
● If you are using the SIMATIC Manager, open the SIMATIC BATCH online help by selecting
an object in any view and then selecting "SIMATIC BATCH" in the context menu. In the
BATCH configuration dialog "Configure batch process cell..." click on help.
SIMATIC BATCH V9.0

3.14.2 Search
Searching in the online help
Introduction
The "Search" tab offers various options for configuring your search for maximum effectiveness.
Expanding a search
To search for a complex term, use "*" as a wildcard. The asterisk stands for any character in
any quantity
● Example: Searching for "*alarms" locates all topics containing the following words:
"Alarms," "system alarms" "analog alarms" and "discrete alarms".
Note
In addition to the "*", the search item must contain at least one other non-wildcard character.
If you do not know the exact spelling of a term or you are searching for a series of terms, use
"?" as a wildcard. The question mark stands for any single character at this position.
● Example: Searching for "T?p?" locates all topics containing the following words: "Type",
"Tips", but not "Types".
Full-text search
To perform a full-text search, use quotation marks.
● Example: The "configuring graphic" search string returns all topics containing these words.
Search with Boolean expressions

You can perform a search with a logic operation by linking the search strings with the Boolean
operators AND, OR, NEAR or NOT. Click the arrow next to "Enter search strings".
● Example: The search string "graphic" AND "configuring" returns all topics containing the
word "graphic" and the word "configuring".
● Example: The search string "graphic" OR "configuring" returns all topics containing either
the word "graphic" or the word "configuring," or both.
SIMATIC BATCH V9.0

● Example: The search string "graphic" NOT "function key" returns all topics containing the
word "graphic" but not the term "function key".
● Example: The search string "graphic" NEAR "configuring" returns all topics containing the
word "graphic" and, within the next eight words, the word "configuring," or vice versa.
Note
When a search string contains one of the words AND, OR, NEAR, or NOT, the search item
is interpreted as a Boolean expression. To nest a Boolean expression, use parentheses.
Example: ("Graphic" AND "configuring") OR ("Graphic" NOT "function key").
Search for similar words

To search for words with similar spelling, enable "Search for similar words".
● Example: When "Search for similar words" is enabled, the search string "Mayor" returns all
topics containing the words "Mayer," "Moyer," and "Meyor".
Search in titles
To restrict the search for the search string to topic headers, enable "Search in titles only".
Search in search results

To restrict the search to those topics returned by the last search, enable "Search previous
results". This sets a closer range of topics found.
Note
To search across all topics again, disable "Search previous results".
Sorting search results

To sort the topics found in alphabetical order, click "Title" or "Position". The topics are sorted
in alphabetical order according to their title or position. The parent chapter associated with the
topic found is indicated under "Position".
Reusing a search
In order to reuse one of the recent search strings, click the 'Enter search strings" arrow. Select
a search string from the recent list, then click "Show topics".
Note
A search string is added to the recent list only if at least one topic was found containing the
search string.
SIMATIC BATCH V9.0

Highlighting search strings

In the view of a topic found, all instances of the search string are highlighted.
Note
Click the "Options" toolbar button to enable or disable highlighting of search strings.
Search within the topic

To search for terms within a topic, press <Ctrl+F>. You can search for whole words only, define
the search direction, or case-sensitive. When "Whole words only" is disabled, the search string
"Process" returns the term "ProcessValue" also. When "Whole words only" is enabled, only
the word "process" is found.
3.14.3 Navigation
SIMATIC BATCH online help

To access a chapter, click on one of the main topics in the navigation window. The subordinate
topics are shown in the right side of the display window.
SIMATIC BATCH online help toolbar
Symbol Brief description Availability

Hides the navigation area containing the tabs. The navigation area is shown.
In this case the SIMATIC BATCH online help
requires less space on the screen.
Shows the navigation area containing the The navigation area is hidden.
tabs.
Navigates to the recently opened topic. This is not the first topic shown.
Navigates to the next topic in a recent list of The topic is not the last in the list of recent
topics. topics.
Note
Icons labels are shown in the operating system language.
SIMATIC BATCH V9.0

Tabs in the navigation area

The SIMATIC BATCH online help in the navigation area has multiple tabs. You access the
online help topics differently in each tab.
Tab Meaning
Contents In the table of contents you have direct access to every topic of the SIMATIC BATCH
online help.
Index Use keywords to find specific topics in the index. The string entered must match one
You can also open the "Index" tab di‐ of the keywords in the index. A keyword is assigned one or several topics.
rectly in SIMATIC BATCH in the To display one of the topics found click on the "Display" button. You can also open a
"Help" menu via the "Index" com‐ displayed topic by double-clicking it.
mand. To display the structure of the content of the displayed topic, click the "Contents" tab.
Searching A search item is used to conduct a full-text search for topics. Click on the "Show
You can also open the "Search" tab topics" button. Topics containing the search item in the header or text are located. To
directly in SIMATIC BATCH in the display one of the topics found click on the "Display" button. You can also open a
"Help" menu via the "Search" com‐ displayed topic by double-clicking it.
mand. To display the structure of the content of the displayed topic, click the "Contents" tab.
"Contents" tab
Topics are organized into sections and subsections in the table of contents.
The buttons in the "Contents" tab have the following meaning:
Symbol Meaning
Click the icon to display the subsections and topics included in this section.
The topic is displayed unchanged in the topic area.
Click the icon to hide the subsections and topics included in this section.
The topic is displayed unchanged in the topic area.
Click the icon to display the overview for this section.
Double-click the icon to display the overview for this section and, simultaneously, the sub‐
sections and topics included in this section.
Select the "Open all" command in the shortcut menu for this icon to display the overview for
this section and, simultaneously, all subsections and topics of the table of contents.
Navigate to subsections and topics of this section in the overview in the topic area.
Click the icon to display the overview for this section.
Double-click the icon to display the overview for this section and, simultaneously, to hide
the subsections and topics included in this section.
Select the "Close all" command in the shortcut menu for this button to display the overview
for this section and, simultaneously, to hide all subsections and topics of the table of contents.
Navigate to subsections and topics of this section in the overview in the topic area.
This is a "Basics" topic.
This is an "Example" topic.
This is an "Operating instruction" topic.
SIMATIC BATCH V9.0

"Search" tab
The other search options are described in the "Search" section.
Navigation bar in the display window

The SIMATIC BATCH online help has a navigation bar that is located at the top of the display
window. The navigation bar provides links to other topics. The links are organized by link type.
If you move the cursor to a link type, a list of additional links is displayed. Clicking a link brings
you to the required information.
Note
A link type is not available in the navigation bar if no links of that type exist for the displayed
topic.
Link type Meaning

In the section Links to headers of the displayed topic.
Instructions Links to handling instructions.
Color: Subjects that are classified as Operating instruction, whose title bars are shown
in light brown in the display window.
Examples Links to examples.
Color: Subjects that are classified as Example, whose title bars are shown in light green
in the display window.
Basic principles See also links to background information e.g. definitions, details, GUI.
Color: Subjects that are classified as Basics, whose title bars are shown in light blue in
the display window.
Events Events of previously viewed links.

Options > Start This calls the main help page.
Options > Back Navigates to the recently opened topic.
Options > Next Navigates to the next topic in a recent list of topics.
Options > Glossa‐ Opens the help glossary.
ry
Navigating with the keyboard

Instead of the mouse, use the keyboard to navigate.
Operation Function
<Right> Displays in the table of contents the subsections and topics included in
the section.
<Left> Hides in the table of contents the subsections and topics included in the
section.
<Up> Moves one row up in the table of contents.
<Down> Moves one row down in the table of contents.
SIMATIC BATCH V9.0

Operation Function
<Page up> Scrolls upwards in the table of contents.
<Page down> Scrolls downwards in the table of contents.
<Enter> or <Input> Open or close the selected chapter
SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

What's new? 4
4.1 Recipe creation independent of resources
Recipes can be created independent of resources for recipes that could previously only be
created dependent on resources.
In this configuration example, the equipment phase (EPH) in the engineering system is the
assignment partner for the recipe phase (RPH) of SIMATIC BATCH.
Several lower-level equipment modules (EM) can be controlled with the equipment phase
(EPH).
● Introduction (Page 154)
● Manual Process Control System PCS 7; CFC for SIMATIC S7 in the section "Configuring
technology".
4.2 Improvements for the use of floating point values

Rules for entering floating-point values have been set to ensure uniform input, display,
conversion, calculation and recalculation of floating point values in the SIMATIC BATCH
products.
4.3 Safety function for overload situations

To protect the SIMATIC BATCH server against overload from "Release a batch" and "Start a
batch" actions, the work memory is monitored for these actions.
If more than 80% of the work memory is used, a message window is displayed in BatchCC
and in the OS controls and a message is entered in the message system.
New batches cannot be started until enough work memory is available.
SIMATIC BATCH V9.0

What's new?
4.4 Support of large quantity structures
4.4 Support of large quantity structures

The performance of the BATCH server has been enhanced. The BATCH server can now
process large quantities (depending on the work memory and the computer performance).
The SIMATIC BATCH system can utilize almost the total work memory available. This makes
it easier to adapt the system to customer needs.
The usable work memory can be expanded with the "BATCH Expansion (500MB)" license key.
A SIMATIC BATCH server allows use of 1500 MB of work memory without additional licenses.
A license key "BATCH Expansion (500MB)" expands the available work memory by 500 MB.
Install the corresponding number of licenses if you want to expand the available work memory
by more than 500 MB. The license values are added up.
Note
Due to the enhanced performance of the BATCH server, the basic work memory required
(even for small configuration limits) may increase by up to 50 % compared to previous versions.
Check the available work memory on the BATCH servers prior to an upgrade. If necessary,
expand the available work memory.
Contact Customer Support if you need specific support and information for the expansion.
● License key/authorization (Page 112)
● BATCH server: Work memory and "Batch Expansion (500MB)" license (Page 100)
4.5 External recipe data in the BatchML format

The "BatchML" document describes how to create external recipe data in BatchML format for
batch processes in SIMATIC BATCH.
The document and examples are available on the Internet in English and are intended for
BatchML/XML experts. Basic knowledge of BatchML and XML is mandatory.
You can find the document and the examples available for download on the Internet under
Entry ID 109747147:
Internet link (https://support.industry.siemens.com/cs/ww/en/view/109747147)
You can import files in BatchML format with the file extensions XML or SBML in SIMATIC
BATCH.
All statements regarding "BatchML" in documents in previous versions are no longer supported.
SIMATIC BATCH V9.0

What's new?
4.6 SIMATIC BATCH PCC API
● Exporting/importing batch objects (Page 336)
● Importing with the wizard (Page 338)
● Import - recipes (BatchML) (Page 1034)
4.6 SIMATIC BATCH PCC API

SIMATIC BATCH PCC API is no longer available.
4.7 IS and PH on different PC stations

You can use the Process Historian and the Information Server on different PC stations.
The Information Server must be published in the project settings of the "Report creation" folder.
PH archive server (Page 485)
4.8 New layout for message window

The layout of the message window for information, error and warning messages in the BATCH
Control Center and in the recipe editor has been matched to the layout of the Windows
message window ("Task Dialog").
You can find information about the "Task Dialog" on the Internet:
Internet link (https://msdn.microsoft.com/en-us/library/windows/desktop/bb787471(v=vs.
85).aspx)
4.9 Differences between BatchCC and BATCH OS controls

A list of functions that show the difference between the BatchCC and the BATCH OS Controls
has been added.
Differences between BatchCC and BATCH OS controls (Page 699)
SIMATIC BATCH V9.0

What's new?
4.10 License key/authorization
4.10 License key/authorization
License keys / authorizations

The technical representatives of a license were previously authorizations; they are gradually
being replaced by license keys.
The technical representatives of a license are now called license keys in the manual.
Additional license keys on a BATCH server

● The license key "BATCH Web Client" can be used to monitor and operate OS controls on
a Web client.
● The license key "BATCH Expansion (500MB)" can be used to expand the work memory if
more than 1500 MB is needed for processing batches.
● Support of large quantity structures (Page 110)
● Licenses (Page 85)
● OS controls on a Web client (Page 697)
4.11 PC Configuration and Authorization manual

The Process Control System PCS 7; PC Configuration and Authorization manual was revised
for PCS 7 V8.1.
The title of the manual was changed to Process Control System PCS 7; PCS 7 - PC
Configuration.
The content of the manual has been revised.
The licensing (authorization) for the PCS 7 process control system is described in the Process
Control System PCS 7; Licenses and configuration limits manual.
4.12 OS controls: PCS 7 OS Web Client

You can view and operate OS controls on a Web client.
OS controls on a Web client (Page 697)
SIMATIC BATCH V9.0

What's new?
4.13 OS controls: Hide parameter
4.13 OS controls: Hide parameter

You can only display hidden parameters in the "BATCH OS Properties" OS control if you have
the appropriate operator authorization.
Hide parameter (Page 664)
4.14 OS controls: Print and print preview

You can print the batch report with the shortcut menu of a batch in the OS control "SIMATIC
BATCH OS Process Cell" or display a print preview for the batch report. You can print or export
the batch report in the print preview.
The functions Print and Print Preview are not available on a Web client.
Printing, viewing and exporting a batch report (Page 660)
4.15 OS controls: Sort content in columns

You can sort the content in columns in OS controls.
Sorting in BATCH OS Control (Page 656)
4.16 Advanced user settings

In the recipe editor and in BatchCC, the values Status, Size and Position are stored for ROP
and SUB windows for each user.
User-specific session information (Page 266)
4.17 Number of BATCH clients increased

Instead of 32 batch clients, a maximum of 40 BATCH clients can now be connected to one
BATCH server.
Keep in mind that BatchCC and BATCH OS controls are considered to be BATCH clients.
SIMATIC BATCH V9.0

What's new?
4.18 Importing recipe data
Client / server architecture of SIMATIC BATCH (Page 51)
4.18 Importing recipe data

You can associate data types as before when importing recipe data during the plant
synchronization.
In addition, data types can now be assigned individual values.
4.19 Stopping the SIMATIC BATCH system

For safety reasons the SIMATIC BATCH system can no longer be stopped with the command
line as of version 9.0.
This was still possible in previous versions.
SIMATIC BATCH V9.0

Technological basics complying with ISA-88.01 5
5.1 Which standards is SIMATIC BATCH based on?
Standards
SIMATIC BATCH was developed on the basis of the ISA-88 (1995) Batch Control, Part 1:
Models and Terminology standard.
Use of SFC
In the "Technical Report" ISA-TR88.0.03-1996, the use of SFC (Sequential Function Charts,
DIN/IEC 1131) as a graphic language for describing recipe procedures is also recommended.
The creation of recipes with the BATCH Recipe Editor follows the structures and functions
described in this standard.
5.2 Introduction of technological terms

The following definitions are mainly excerpts from the ISA-88 (1995) standard Batch Control,
Part 1
Batch process.
A process that leads to the production of finite quantities of material by subjecting quantities
of input materials to an ordered set of processing activities over a finite period of time using
one or more pieces of equipment.
The product manufactured in a batch process is known as a batch. Batch processes are
discontinuous processes.
SIMATIC BATCH V9.0

Technological basics complying with ISA-88.01
Typical equipment phases of a batch process
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● A material that is being produced or that has been produced by a single execution of a
batch process.
● An "imaginary" object representing the procedure for producing material at any point within
the process.
Note: Batch means both the material created by and during the process as well as the unit
that represents the manufacturing procedure for this material. Batch is used as an abstract
contraction of the words "the production of a batch".
Recipe
The necessary set of information that uniquely defines the production requirements for a
specific product. A recipe is the set of rules and information required to define how a product
is manufactured.
SIMATIC BATCH V9.0

Two types of recipe are used in SIMATIC BATCH:

● Master recipe
● Control recipe
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A type of recipe that accounts for equipment capabilities and may include process cell-specific
information. A master recipe is an indispensable recipe level without which control recipes
cannot be created or batches produced.
Master recipes can contain material and production parameters as standardized, calculated,
or fixed values.
A master recipe can be derived from a general or site recipe from the enterprise level (refer to
the standard IEC 61512-1: 1997).
Control recipe
A type of recipe which, through its execution, defines the manufacture of a single batch of a
specific product.
The control recipe is a copy of a particular version of the master recipe that is then modified
as necessary with information for planning and execution making it specific to a single batch.
A control recipe can also be modified during the production of a batch. Examples:
● Definition of the equipment actually used in the control recipe at the start of the batch or at
the time it becomes known.
● Add or change parameters on the basis of: "How are qualities of raw materials or analyses
dosed during batch production?".
● Modification of the procedure due to an exceptional event.
Control strategy
Different and (in terms of the same run) mutually exclusive equipment phases of the same
equipment module = control strategy of this equipment module.
Process
A sequence of chemical, physical, or biological activities for the conversion, transport, or
storage of material or energy.
SIMATIC BATCH V9.0

5.3 Basic structure of a recipe
5.3 Basic structure of a recipe
Components of a recipe
Recipes contain the following four categories of recipe information:
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See also
Material and production data (formula) (Page 119)
Basic structure of a recipe procedure (Page 120)
SIMATIC BATCH V9.0

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

Material and production data (formula) for recipe creation is comprised of:
● Process inputs
● Process outputs
● Process parameters
Process inputs
Process inputs are the input materials (resources) required to make the product. Each input
material has the following characteristics:
● Name of parameter
● Name of the input material
● Low limit of the quantity
● Setpoint of the quantity
● High limit of the quantity
● Physical unit
● Name of the scaling algorithm
Process outputs
The process outputs are the output materials (main, interim, by and waste products) resulting
from the manufacture of a product. Each output material has the following properties:
● Name of parameter
● Name of the product
● Name of the output material
● Low limit of the quantity
● Setpoint of the quantity
● High limit of the quantity
● Physical unit
● Name of the scaling algorithm
Process parameters
Process parameters are physical parameters such as speed, pressure or temperature.
Process parameters can also be logic parameters and character chains:
For example, release number of loop of type integer or material information HCL of type string
or Boolean values e.g., releases.
SIMATIC BATCH V9.0

5.5 Basic structure of a recipe procedure
5.5 Basic structure of a recipe procedure
Recipe procedure and its elements according to the standard:
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5.6 Relationship between master recipe, formula and control recipe
How the control recipe is formed

By assigning formulas to a master recipe, a variety of control recipes can be created for a
process cell or a grouping of equipment belonging to a process cell. The schematic below
illustrates this relationship.
SIMATIC BATCH V9.0

5.7 What is a formula category?
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5.7 What is a formula category?
Definition
A formula category is a grouping of recipe formulas associated with a single master procedure
each having the same attributes. The only differences between the formulas of a formula
category are the concrete parameter values.
The formula category is a therefore a "template"/a "type" for different material and production
data records.
The formula category contains the parameters that can be manipulated by the operator via a
formula during batch planning. These parameters are included in the formula category with
their data type and unit of measure.
Note
Formula categories can be defined independently of the recipe.
Purpose
Working with formula categories makes it much easier to maintain master recipes based on
the same recipe procedures. Modifications only need to be made at one point (of a recipe
procedure) and not in all recipe procedures.
ISA-88 does not mention the formula category. However, the formula category does not
contradict the formula definition in ISA-88, instead it expands it (see also "Models of the ISA-88
Standard").
SIMATIC BATCH V9.0

5.8 Internal and external formulas
See also
Material and production data (formula) (Page 119)
Relationship between master recipe, formula and control recipe (Page 120)
5.8 Internal and external formulas

To support you better when using formulas and formula categories, BATCH makes a distinction
between internal and external formulas.
Internal formula
If you want to keep your material and production data directly in the master recipe procedure,
you can do this in the "internal" formula in the master recipe. The parameters can be set there
during the creation of the master recipe procedure and modified during batch planning and/or
also while a batch is executing.
External formula
If you want to manage several material and production data lists separate from the master
recipe procedure, you can do this using "external" formulas belonging to a formula category.
You simply need to assign a master recipe procedure to the external formula to establish the
association with the master recipe procedure. The parameters of external formulas can also
be modified during batch planning and/or while a batch is executing.
5.9 ANSI/ISA-88.01 models
5.9.1 Overview of the ISA-88 standard models
Introduction
The following sections describe those models of the ISA-88 standards that relate directly to
the use of SIMATIC BATCH. You will find information on other topics in the standard itself.
Models of the ISA-88 standard

The following models of the ISA-88 standard provide the foundation for batch-oriented control
strategies with SIMATIC BATCH:
● Procedural control model
● Physical model
● Process model
SIMATIC BATCH V9.0

Hierarchical structure of the models

The figure below illustrates the hierarchical structure and relationship of the models – from the
sequential control on the equipment as far as the processing functionality.
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Implementation of the models

The hierarchical structure of the models is the basis for the configuration of the batch-oriented
control strategies with PCS 7:
● The plant hierarchy of your process cell is structured in the SIMATIC Manager (Plant view)
on the basis of the physical model.
● You structure the recipes for batch control with the BATCH Recipe Editor based on the
procedural control model.
See also
Structure of the plant hierarchy (Page 141)
Implementation of the hierarchy in the BATCH Recipe Editor (Page 518)
SIMATIC BATCH V9.0

5.9.2 Procedural control model
Procedural control model with example – how is it something made?
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Equipment phase
An equipment phase is the smallest element of procedural control that can accomplish a
process-oriented task. The purpose of an equipment phase is to define or cause a process-
oriented action.
Characteristics of an equipment phase:
● Can be subdivided into smaller parts in the form of steps and transitions (as described in
IEC 848: 1988).
● A step can cause one or more actions
● The execution of an equipment phase can result in:
– Commands to basic control
– Commands to other equipment phases (either in the same or another equipment entity)
– The collection of data
SIMATIC BATCH V9.0

5.9.3 Physical model
Physical model with example – What do we use to produce?
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Process cell
A process cell contains all the equipment required to make a batch. Process cells are often
divided into trains. A train is made up of all units and other equipment that can be used by a
particular batch. Trains can be left unchanged from batch to batch or can be defined differently
for each batch.
Unit
A unit is made up of equipment modules and control modules. A unit is an independent
grouping of equipment usually centered around a major piece of processing equipment, such
as a mixing tank or reactor.
Characteristics of a unit:
● A unit can execute one or more major processing activities, such as react, crystallize and
make a solution.
● Units operate relatively independently of each other.
● A unit often contains a complete batch of material at some point in the processing sequence
of the batch.
● A unit cannot process more than one batch at the same time.
SIMATIC BATCH V9.0

Equipment module
An equipment module can be made up of control modules and subordinate equipment
modules. An equipment module is usually centered on a piece of processing equipment, such
as a filter.
Characteristics of an equipment module:
● Can be part of a unit or stand-alone grouping of equipment within a process cell
● Can carry out a finite number of specific minor processing activities, such as dosing or
weighing
● Can, but does not need to contain the raw materials for a batch
Control module
A control module is a collection of measuring equipment, actuators, other control modules and
associated processing equipment that can be operated as a single unit from the point of view
of control engineering.
A control module can also be made up of other control modules. For example, a dosing control
module could be defined as a combination of several automatic on/off valve control modules.
Control modules are not included in the procedural model or in the process model.
This means that they cannot be addressed in SIMATIC BATCH either.
See also
Overview of the ISA-88 standard models (Page 122)
SIMATIC BATCH V9.0

5.9.4 Process model
Process model with example – What do we want to produce?
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SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

Introduction to SIMATIC BATCH 6
6.1 Getting started
Requirement
The components of the basic package of SIMATIC BATCH are installed on the PG/PCs of the
BATCH OS (BATCH server, BATCH clients) and those of the engineering system.
Basic procedure
If you are working with SIMATIC BATCH for the first time, the following table gives you an
overview of the most important steps.
Process cell configura‐ 1. Process cell configuration in the Engineering System (ES) (Page 236)
tion (Page 130) 2. Compiling the process cell data in single project engineering
(Page 212)
3. Downloading the process cell data to the target system (Page 214)
4. Reading process cell data into SIMATIC BATCH (Page 303)
Permission manage‐ 1. Specifying user permissions (Page 294)
ment (Page 130)
Recipe creation (offline) 1. Editing materials (Page 307)
(Page 130) 2. Creating and processing master recipes (Page 309)
3. Creating and processing library operations (Page 310)
4. Validating recipes (Page 329)
5. Releasing the recipes for production (Page 331)
6. Creating a new formula category (for external formula only) (Page 318)
7. Creating formulas (for external formula only) (Page 319)
8. Interconnecting parameters between master recipe and formula
(Page 321)
Process mode 1. Creating production orders (Page 364)
(Page 130) 2. Creating and processing batches (Page 361)
3. Releasing batches (Page 388)
4. Starting production of a batch (Page 426)
5. Operator control during batch production (Page 428)
6. Report creation of batches (Page 496)
7. Archiving batches (Page 481)
SIMATIC BATCH V9.0

Introduction to SIMATIC BATCH
6.2 Process cell configuration
6.2 Process cell configuration

Configuration of the batch process cell takes place along with the basic engineering of the
S7-400 on the Engineering Station (ES) of SIMATIC PCS 7 in SIMATIC Manager (for example
phase and operation types, equipment properties, user data types, units of measure, etc.).
The Batch process cell data are compiled on the Engineering Station and are transferred to
the database (project directory) of SIMATIC BATCH using the "Download target system"
function.
Using the "Read in process cell" or "Update process cell" function in BatchCC, the process
cell data of BatchCC are read in to the BATCH clients.
6.3 Permission management

SIMATIC BATCH uses the central user management of PCS 7.
You define user roles for SIMATIC BATCH (for example operator) and their assignment to the
defined Windows user groups using the SIMATIC Logon software. Within SIMATIC BATCH
(BatchCC), you can restrict the user permissions of a user role even further - for a specific
computer and for a specific unit.
6.4 Recipe creation

Reading in the batch process cell data (Batch engineering data) on any BATCH client with
BatchCC allows the creation of offline data. You create the materials, formula categories and
formulas with the Batch Control Center. You create libraries and master recipes with the Recipe
Editor. Releasing master recipes, library elements and formulas allows their use in process
mode.
6.5 Process mode

The first phase of process mode is batch planning. Here, a production order is created first.
This is divided into individual batch orders (at least one) that are then released and started.
The actual Batch processing programs (equipment phases) run on the programmable
controller and are coordinated by the batch control (BATCH Control Server). Communication
with the equipment phases is done through the WinCC data manager.
The batch data management (Batch CDV) also makes use of individual WinCC components.
From the measured value archive, the values for the required measured value sequences are
obtained for the batch report and all batch-relevant messages are filtered out of the message
archive.
A further important process function is the operator control and monitoring of a batch or the
control recipe. This takes place partly in SIMATIC BATCH itself and partly using Batch
faceplates in WinCC (OS).
SIMATIC BATCH V9.0

Engineering 7
The section "Engineering" describes all the configuration steps that you make in the SIMATIC
Manager. Before you implement your automation solution with SIMATIC PCS 7 and SIMATIC
BATCH, you should take the following into consideration.
Which form of project should be selected and how will the engineering be done?
● Project or multiproject (select PCS 7 project type)
● Single project engineering or multiproject engineering
● Central or distributed multiproject engineering
The process cell configuration depends on the automation task

What does the automation task involve? The process cell configuration is the result of this
question. The following process cell components need to be planned:
● AS: number, memory, redundancy
● PCS 7 OS server: Redundancy
● PCS 7 OS clients / multiclients
● BATCH server: Redundancy
● BATCH clients
● Network: span, redundancy
● Uninterruptible power supply (USP)
● Central archive server
The plant structure of your batch process cell is based on the automation task:
● Number of units?
● Number of equipment phases?
Engineering of the basic automation

A batch process is automated using the programs on the automation systems (AS). This so-
called "basic automation" is created with CFC and/or SFC for the specific AS. The software
charts to be created are managed in the plant hierarchy in the SIMATIC Manager. For SIMATIC
BATCH, specified hierarchy levels must be complied with.
Structure of the plant hierarchy (Page 141)
SIMATIC BATCH V9.0

Engineering
7.1 General information on SIMATIC Manager
Setting up the equipment module with SFC types (Page 167)

Type description of the process cell (Page 224)
7.1 General information on SIMATIC Manager

● If you want to load a batch process cell (PCell) other than the current one in the BATCH
configuration dialog (ES), the BATCH Launch Coordinator must not be active or must be
restarted afterwards.
● During compile/download of the stations in the BATCH configuration dialog, the "Unknown"
operating state means that the automation system can be reached and that the CFC charts
can be downloaded.
● In the global declarations, the following restrictions apply to SIMATIC BATCH:
– To avoid needing to adapt projects, object names (enumerations, enumeration values,
units of measure) created once should no longer be changed in the global declarations.
– To ensure consistency in the multiproject, the global declarations in all projects of a
multiproject must be identical.
● OB 80 (cycle timeout)
OB 80 prevents the automation system changing to STOP if there is sporadic cycle
overload. In the AS-based operating mode, this OB must exist in the block folder of the
project and therefore in the AS. You will find additional information in the manual "STEP 7
- Programming with STEP 7" in section 23.9.6.
● Changing the symbolic computer name of the PCS 7 OS
If you change the symbolic computer name of the OS in your project, you will then need to
reassign all the BATCH archive tags previously configured for this OS in the BATCH
configuration dialog.
● Special characters in names:
– Special characters are not permitted in the path to the target OS computer because the
BATCH data is not downloaded otherwise.
– You should not use special characters in SIMATIC PCS 7 names (computer names, tag
names, archive tag names). A comma "," is generally not permitted in tag names
(process tags, archive tags, etc.).
– Project names, picture names and computer names can only contain ASCII characters.
SIMATIC BATCH V9.0

Engineering
7.2 Basic engineering for PCS 7
Configurations in the SIMATIC Manager

Steps in configuration for PCS 7 basic engineering
1. Set up a new project in the SIMATIC Manager
– File > New or File > "New project" wizard
– CPU: Read product information
– Insert global declarations.
2. Configure AS
– Insert hardware: Communication module
– Set up AS network connections
– Adapt local data.
– Copy blocks from the SIMATIC BATCH block library to your user project.
– Specify reserved areas for data blocks and functions in the CFC.
– Adapt the plant hierarchy to the specific project.
– Configure objects. Insert CFCs in the plant hierarchy folder, install and interconnect
blocks in the CFCs, insert SFCs / SFC types in the chart folder of the CPU, set the mode
in the SFC, set the category and the mode in the SFC type and install and configure
transitions and actions.
3. Configure the PCS 7 OS server and PCS 7 ES
– Insert hardware: BATCH application and communication processor for Industrial
Ethernet
– Project-specific: Assign computer and object names
– PCS 7 OS: Set up network connection
– NetPro: Set up the WinCC connection to the AS
– Configure Station Configuration Editor
– In the WinCC Explorer: Check the computer name.
4. Configure PCS 7 OS standby server (if required)
– Insert hardware: BATCH application (stby) and communication processor for Industrial
Ethernet
– Project-specific: Assign computer and object names
– NetPro: Set up the WinCC connection to the AS
– Configure Station Configuration Editor
SIMATIC BATCH V9.0

Engineering
5. Configure PCS 7 OS client (if required)

– Insert hardware: BATCH application client
– Assign computer and object names for specific project
– In the WinCC Explorer: Check the computer name.
6. Configuring PCS 7 OS process pictures
– Save "SIMATIC BATCH OS Controls" template screen under a different name
– Allocate the plant hierarchy
7. Insert an additional AS into the project
– Insert SIMATIC 400 station
– Perform configuration steps starting from "Configure AS"
7.2.1 Using the PCS 7 Wizard

Possibly include in introduction or merge with introduction.
When you create a new single or multiproject, you can also use the PCS 7 wizard in SIMATIC
Manager. This allows you to create a single project or multiproject with one project, including
a PC station both for the BATCH server and for a BATCH client.
Starting the Wizard

In the SIMATIC Manager, select the menu command File > "New Project" Wizard and follow
the instructions in the dialogs.
Settings for SIMATIC BATCH

In the 3rd dialog box "Which objects will be used in the project?", the "SIMATIC BATCH" option
is available. Select this option and three further options appear on the right in the same dialog
box. Select the project version you require. Once the PCS 7 wizard is completed, the PC
stations are visible in the Component view.
7.2.2 Configuring BATCH servers, BATCH clients and AS
7.2.2.1 Installing on BATCH servers and BATCH clients

You will find an overview of the Batch applications that can be installed on BATCH servers
and BATCH clients and the required licensing in the following manuals:
● Process Control System PCS 7; PCS 7 - PC Configuration
● Process Control System PCS 7; Licenses and configuration limits
SIMATIC BATCH V9.0

Engineering
7.2.2.2 Basics of configuration
Principle
The BATCH server and the BATCH clients of a process cell project generally run on different
PCs. To download the process cell data of a project and distribute it to these PCs, a SIMATIC
PC station is created for the BATCH server (BATCH control server, DB server) and each
BATCH client in the Component view of SIMATIC Manager.
Note
objects and then merging them to create one PC station by assigning the same computer name
to the "SIMATIC PC station" objects is not permitted.
Structure of the Batch project in the SIMATIC Manager (component view)
Functions available for BATCH configuration
Object Meaning Available functions

BATCH client ● Configuring the BATCH clients
application (Page 138)
BATCH con‐ ● Configuring the BATCH server
trol server or (Page 137)
data storage
system
SIMATIC BATCH V9.0

Engineering
Object Meaning Available functions

Only in a re‐ ● Configuration of the redundant BATCH
dundant sys‐ server (Page 60)
tem:
BATCH con‐
trol server or
data storage
system stand‐
by
WinCC appli‐ ● Compiling the OS (Page 188)
cation on
PCS 7 OS
BATCH application client

"BATCH application client" stands for the BATCH Recipe Editor, the Batch Control Center
(BatchCC) for batch operation and observation, and batch data management.
BATCH application
"BATCH application" is the representative for
● DB server project: Storage of user permissions
● DB server offline: Storage of the recipes, formulas, materials
● DB server online: Storage of the batches
BATCH application [stdby]

"BATCH application [stdby]" stands for the redundant applications:
● DB server project: Storage of user permissions
● DB server offline: Storage of the recipes, formulas, materials
● DB server online: Storage of the batches
SIMATIC BATCH V9.0

Engineering
7.2.2.3 Configuring the BATCH server
Rules
● A SIMATIC PC station must be created and configured with a "BATCH application" in HW
Config for the PC on which the BATCH server runs.
● If you wish to work locally on the engineering station with BATCH server/clients (single
station project engineering) you only need to configure one PC station with server and client
application, where the computer name is left empty or the local computer name is entered.
WARNING
objects and then merging them to create one PC station by assigning the same computer
name to the "SIMATIC PC station" objects is not permitted.
Procedure in the SIMATIC Manager

1. Select the project in the Component view.
2. Select the menu command Insert > Station > SIMATIC PC Station.
3. Set the computer name of the PC station:
– Select the menu command Edit > Object properties.
SIMATIC BATCH V9.0

Engineering
4. Configure this SIMATIC PC station in HW Config.

– Select the menu command Edit > Open object.
Result: HW Config opens.
– Insert a batch application from the hardware catalog:
Path in the hardware catalog: Standard > SIMATIC PC Station > HMI > BATCH
application.
If you are using a redundant BATCH server, select "BATCH application (stdby)" instead.
5. Select the menu command Station > Save and compile.
Result
In the component view, below the configured SIMATIC PC station you will see the object
7.2.2.4 Configuring the BATCH clients
Rules
● A SIMATIC PC station must be created and configured with a "BATCH application client"
in HW Config for every PC on which a BATCH client application runs.
● BATCH clients can also run on PC stations on which no OS client (multiclient) is installed.
SIMATIC BATCH V9.0

Engineering

1. Select the project in the component view.
2. Select the menu item Insert > Station > SIMATIC PC Station.
3. Set the computer name of the PC station.
– Select the menu item Edit > Object Properties.
4. Follow the same procedure and install a SIMATIC PC station for each additional BATCH
client in the project.
5. Configure these SIMATIC PC stations in HW Config.
– Select the menu item Edit > Open Object.
Result: HW config opens.
– Insert a batch client application from the hardware catalog: On a BATCH client, you
insert an additional WinCC application if the BATCH client is operated along with an OS
client on one PC.
Path in the hardware catalog: Standard > SIMATIC PC Station > HMI > BATCH
application client.
6. Select the menu item Station > Save and Compile.
SIMATIC BATCH V9.0

Engineering
Result
In the component view, below the configured SIMATIC PC station, you will see the following
object.
7.2.2.5 Adapting the CPU for AS-based mode
Adapt local data

The memory requirements of the local data of your CPU must be calculated for AS-based
mode and then possibly adapted. This is necessary for every CPU in your PCS 7 project.
Procedure
1. Open any CFC chart in the relevant S7 program.
2. Select the menu item Options > Chart Reference Data.
3. Select the menu item View > Local Data.
4. Use the local data table that is displayed in the steps described below.
5. Open your project with the component view in SIMATIC Manager.
6. In the SIMATIC manager, open the HWConfig. hardware configuration
7. Select the CPU in the rack.
8. Use the shortcut menu to select the object properties of the CPU.
9. Click on the "Memory" tab in the open dialog. You will see the local data arranged in priority
classes.
10.Adapt the amount of memory for the local data in accordance with the displayed local data
referred to in point 4.
Note
Optimization of local data
Use the procedure described above to optimize your local data within the priority classes
SIMATIC BATCH V9.0

Engineering
7.2.3 Plant hierarchy
7.2.3.1 Structure of the plant hierarchy
Introduction
With the plant hierarchy, the engineering system provides you with the means of recreating
the technological structure of the process cell in the PCS 7 system. The objects such as CFC/
SFC charts, OS reports, or OS operator pictures are added in the plant hierarchy.
Structure of the plant hierarchy

The highest levels are decided by the system when you create a new project or multiproject.
The next hierarchy levels can either be neutral folders or folders with configuration data for
SIMATIC BATCH. This is decided in the object properties of the relevant hierarchy folder in
the "S88 type definition" tab under the object type properties.
In multiproject engineering, the top level is the "Multiproject" object, below that you will find the
individual projects and the process cell below these projects.
For the configuration data for SIMATIC BATCH, the three hierarchy folders shown in the
schematic below are necessary (these are generally known as batch hierarchy folders):
● Process cell hierarchy folder (Page 147)
● Unit hierarchy folder (Page 147)
● Equipment module hierarchy folder (Page 148)
SIMATIC BATCH V9.0

Engineering
Technological significance of the Batch hierarchy folders

The three Batch hierarchy folders have the following defined technological meanings according
to the ISA-88 standard:
Batch Level Meaning

hierarchy folder
Process cell Level 2 Within a project, only one process cell can currently be created. A
recipe can therefore only access phases of this process cell. Exam‐
ples of the process cell level might be polymerization plant, dye‐
house, colored pigment plant, or multipurpose plant.
Unit Level 3 Several units can be defined in one process cell. These units can
be used within a recipe. Examples of units might be neutralization,
extraction, distillation, or preparation.
Equipment module Level 4 Several equipment modules such as a dosing or bottling machine
can be defined in a unit. Equipment phases such as heating, cooling,
ventilating, emptying can be created for the equipment modules.
Included in the naming scheme (yes/no)

The name of the project exists once and is not included in the naming scheme for tags in
WinCC. All other folders can be included in the naming scheme during configuration.
Note
By default, inclusion in the naming scheme is deactivated. This means that no hierarchy folder
is included in the name.
Storage of the blocks

The charts with the corresponding SFC type instances (Page 167) or BATCH interface
blocks (Page 163) can be stored in the appropriate Batch hierarchy folders according to their
technological significance. Only TAG_COLL can be stored in the process cell folder. The
UNIT_PLCs along with EOPs, EPHs and TAG_COLL can be stored in folders of the "Unit"
object type. EPH blocks and TAG_COLL blocks can be stored in folders of the "Equipment
module" object type. The IEPAR blocks should also be saved in the Batch hierarchy folder.
The charts with the function blocks (valves, controllers etc.) and sequential controls (SFC)
required for the automation task can also be stored in these BATCH hierarchy folders. You
can also extend the structure specified by SIMATIC BATCH for the general function blocks
using neutral hierarchy folders so that you produce the ideal plant structure for your
requirements.
Example:
SIMATIC BATCH V9.0

Engineering
7.2.3.2 Procedure for creating the plant hierarchy
Information on creating and setting the plant hierarchy

For detailed information on creating, modifying and setting the properties of the plant hierarchy,
refer to the manual Process Control System PCS 7; Engineering System.
Only the additional and special settings for the batch configuration are described in the
following.
SIMATIC BATCH V9.0

Engineering
Special settings for Batch configuration

The following additional settings must be made or checked for batch configuration:
● Specifying the basic settings for the plant hierarchy (Page 144)
● Assigning the object type "Process cell", "Unit" or "Equipment phase" to hierarchy folders
(Page 149)
● Assigning a unit class to a unit (Page 149)
● Executable functions in a single project (Page 227)
● Executable functions in a multiproject (Page 230)
● Inserting CFC charts with EPHs/EOPs (Page 145)
7.2.3.3 Specifying basic settings of the plant hierarchy
Necessary settings
The following basic settings are necessary for the plant hierarchy of the current project:
● Number of hierarchy levels
● Whether or not the hierarchy folder names of an entire level will be included in the tag
names (in WinCC) (HID = higher-level designation).

Once you have created the first hierarchy folder, you can make the basic settings.
1. Select any hierarchy folder in the Plant view.
2. Select the menu command Options > Plant hierarchy > Settings.
3. Make the following settings in the "Customize plant hierarchy" dialog box:
– Enter the maximum number of possible hierarchy levels that can occur in the project.
For the BATCH hierarchy, only three hierarchy levels are relevant. If you decide to use
neutral folders, up to eight hierarchy levels are possible.
– Using the "Include in designation" check box, you can decide whether the hierarchy
folder name of any particular level will be included in the higher level designation (HID).
You can decide whether the name of an individual hierarchy folder will be included in
the HID in the operator control and monitoring attributes of each individual hierarchy
folder (menu command Edit > Object Properties > Control and Monitoring Attributes").
4. Confirm your settings with OK.
SIMATIC BATCH V9.0

Engineering
7.2.3.4 Rules for inserting CFC charts
Rules for storing CFC charts in the plant hierarchy

The process cell model is created in the SIMATIC Manager based on the CFC charts and the
configured plant hierarchy. When inserting CFC charts in the plant hierarchy, note the following:
● The charts with the corresponding SFC type instances or BATCH interface blocks can be
stored in the appropriate Batch hierarchy folders according to their technological
significance. Only TAG_COLL can be stored in the process cell folder. You can store the
UNIT_PLC along with EOPs, EPHs and TAG_COLL in folders of the "Unit" object type. EPH
blocks and TAG_COLL blocks can be stored in folders of the "Equipment module" object
type.
● The CFC charts with the function blocks (valves, controllers etc.) and sequential controls
(SFC) required for the automation task can also be stored in these BATCH hierarchy folders.
● You can also extend the hierarchy specified by SIMATIC BATCH for the general function
blocks using neutral hierarchy folders so that you produce the ideal plant structure for your
requirements.
SIMATIC BATCH V9.0

Engineering
Example
SIMATIC BATCH V9.0

Engineering
7.2.3.5 "Process cell" hierarchy folder
Introduction
Below the project, you create the SIMATIC BATCH hierarchy folder of the object type "Process
cell". You select the object type in the properties of the hierarchy folder in the "S88 type
definition" tab. A hierarchy folder that was type defined as process cell has the following icon
in the plant view in the SIMATIC Manager:
Definition of a process cell

A process cell is a logical group of facilities/devices (containers, actuators, sensors, etc.) for
creating one or more batches. The process cell determines the spectrum of logical control
options for a set of process equipment within a plant area.
Rules for the "Process cell" hierarchy folder

● Within a project, only one "Process cell" hierarchy folder can be created. Examples of this
might be a polymerization plant, dyehouse, multipurpose plant.
● When creating a master recipe in SIMATIC BATCH, the data of this process cell are made
available. This means that all the units and equipment phases required in a master recipe
must be created below the process cell folder.
Multiproject
Each project of a multiproject contains the same "Process cell" object. Below this, you can
configure different units in the individual projects.
7.2.3.6 "Unit" hierarchy folder
Introduction
Below the process cell, you create the hierarchy folder with the object type "Unit".
● If the unit folder is created directly below the process cell folder, the "Unit" object type is
assigned automatically by the system when you create it.
● If the unit folder is not created directly below the process cell folder but is inserted below a
neutral folder, the inserted folder is automatically assumed to be a neutral folder. You can
then set the "Unit" object type afterwards in the properties of the hierarchy folder in the "S88
type definition" tab.
A hierarchy folder that was type defined as unit has the following icon in the plant view in the
SIMATIC Manager:
SIMATIC BATCH V9.0

Engineering
Hierarchy folder "Unit"

Several units can be defined in one process cell. Several units can be used within a master
recipe. Examples at this level could be the division of a process cell into neutralization,
extraction, distillation, or preparation.
Predecessor/successor
In the object properties of the "Unit" hierarchy folder, you can select a different unit of the same
project, or of a different project as successor for each unit. If this successor is located in another
project, it is displayed in the current project as a hierarchy folder with a link.
You can open this dialog from the object properties dialog of the hierarchy folder Unit > "S88
type definition" tab > Predecessor/successor button.
Managing unit allocation with UNIT_PLC

To map the unit on the programmable controller, there is exactly one instance of the BATCH
interface block UNIT_PLC in one of the charts of the "Unit" hierarchy folder. The batch control
enters the batch ID and the batch name in the UNIT_PLC block so that the allocation of units
can be managed.
With suitable user configuration on the AS, UNIT_PLC can be used to prevent the use of a
unit by batch control (input BA_EN: Batch enable).
7.2.3.7 "Equipment module" hierarchy folder
Introduction
Below the unit, create the hierarchy folder of the "Equipment module" object type:
● If the equipment folder is created directly below the unit folder, the "Equipment module"
object type is assigned automatically by the system when it is created.
● If the equipment folder is not created directly below the unit folder but is inserted below a
neutral folder, the inserted folder is automatically assumed to be a neutral folder. You can
then set the "Equipment module" object type afterwards in the properties of the hierarchy
folder in the "S88 type definition" tab.
A hierarchy folder that was type defined as equipment module has the following icon in the
plant view in the SIMATIC Manager:
SIMATIC BATCH V9.0

Engineering
Hierarchy folder "Equipment module"

Several equipment modules such as a dosing or bottling machine can be defined in a unit.
Equipment phases such as heating, cooling, ventilating or emptying can be created for the
equipment modules.
7.2.3.8 Assigning the "Process cell", "Unit" or "Equipment phase" object type
To identify the BATCH hierarchy, each hierarchy folder is explicitly assigned the object type
"Process cell", "Unit", or "Equipment phase". Depending on the object type, other BATCH
attributes can then be set.
After creating a new hierarchy folder, one of the object types "process cell", "unit", "equipment
phase" or "neutral" is automatically assigned depending on the position. You can change the
object type assigned to a hierarchy folder as follows:

1. Select the hierarchy folder in the Plant view.
2. Select the menu command Edit > Object properties.
3. Switch to the "ISA-88 type definition" tab.
4. Set the required type (process cell, unit, or equipment module) of the hierarchy folder for
the "Object Type". If you select the "<neutral>" object type, the BATCH hierarchy will be
deactivated again for this folder.
5. Confirm with "OK".
Result: The graphic display of the hierarchy folder matches the selected object type.
Neutral folder
The "<neutral>" object type deactivates the BATCH hierarchy for the "process cell" object. The
lower-level BATCH hierarchy folders retain their object type but are no longer relevant for the
SIMATIC BATCH configuration. In "Object type", the nested hierarchy folders no longer
relevant for SIMATIC BATCH are displayed in round brackets, for example: (unit).
7.2.3.9 Specifying predecessors for a unit
Introduction
In the object properties of the "Unit" hierarchy folder, you can select a different unit of the same
project, or of a different project as successor for each unit. This prevents units that have no
connection in the plant structure from being selected during recipe creation.
You can also enter several units as successors, for example, as a preliminary selection and
then select the required successor in a master recipe.
You can also specify the predecessor of a unit defined as a successor as the next successor.
SIMATIC BATCH V9.0

Engineering

1. Select a "unit" hierarchy folder in the Plant view.
2. Select the menu command Edit > Object Properties.
3. Change to the "S-88 type definition" tab.
4. Select the "Successor/Predecessor" button. In the dialog shown, all units that you type
defined as unit are displayed.
5. Assign the successor for the current unit. To do this, select the desired successor in the
"Available Units" window and click the "Arrow right" button. The units are moved to the
"Successor" window and has the "Successor" attribute.
6. Confirm your settings with "OK".
Result
A successor is inserted as a hierarchy folder with a link in the current project if it is not already
contained in this project or another project in the multiproject.
Removing a successor
You can remove the successor attribute by selecting the unit in the "Successor" window and
clicking the "Arrow left" button to move it back to the "Available units" window. If a hierarchy
folder with a link was created for this successor, this nevertheless remains in the project and
you will need to delete it manually if required.
Predecessor
If this is a successor for the selected unit, the hierarchy folder for the immediate predecessor
is shown in the "Predecessor" window. Similar to the successor, there can be several
predecessors.
Working in the multiproject
Note
Ensure that the hierarchy folders of the "Process cell" object type have the same name in the
individual projects of the multiproject.
7.2.3.10 Extending the plant hierarchy by adding neutral folders
Neutral folders
As already mentioned, the three-stage hierarchy for SIMATIC BATCH can be extended by
adding neutral folders to improve the structuring of the project, for example to divide units into
groups. The neutral folders can be created at any level. The total number of possible levels
(batch hierarchy levels, levels with neutral folders) is limited to eight.
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Neutral folders can, for example, be inserted above the "Unit" level. This level can then be
used, for example, as the area level. A further level could, for example, be inserted below the
"Equipment module" level. This level can then serve as a control module level.
Neutral folders are used as a classification criterion and do not affect the main 3 stages of the
technological hierarchy.
Note
No BATCH interface blocks (or EPAR blocks) should be located in the charts of neutral folders.
Example
Levels in the example:
Process cell: Production

Area: Branches1 to 7, Buffer, Filter, Capacitor, Overview, PCS 7, Premixer,
Reactor, Silo, Tankfarm
SIMATIC BATCH V9.0

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Unit: In the Reactor area: R501, R502

Equipment module: In the R501 area: Add_Water, Dose_Con, MES_Sync_Request, Mix,
Standard, Temperature, Xfer_inBuf, Xfer_In_Fil, Xfer_In_Pre
Single control unit: M50101, R501_MIX_CFC, R501_MIX_SFC
Batch allocations of the levels in the example:
Process cell: Data types/phase types, unit classes, units of measure

Area: None (not batch-relevant)
Areas are displayed during recipe creation as a filter criterion for unit
allocation.
Unit: Units and possibly equipment phases
Equipment module: Equipment phases
Single control unit: None (not batch-relevant)
7.2.3.11 Relationship between plant hierarchy, blocks and recipes
Introduction
For recipe creation and processing, the process cell and unit levels must exist at least once.
Whether or not you require the equipment module level depends on how you define the
equipment procedural elements.
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Relationship between hierarchy folders, block instances and recipe elements for a hierarchical recipe
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Legend
Batch hierarchy folder of a process cell:
● Process Cell
● Unit
● Equipment Module
● Neutral folders
Block instances
IEOP Equipment operation interface

IEPH Equipment phase interface
UNIT_PLC Unit status and allocation interface
TAG_COLL Collection of process values
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Recipe elements
Abbreviation Recipe element

RP (RP) Recipe Procedure
RUP Recipe Unit Procedure
ROP (ROP) Recipe Operation
RP (RPH) Recipe Phase
7.2.4 Create interfaces for the equipment module
Interfaces for the equipment module

In Engineering as of V9.0, SIMATIC BATCH provides an additional version of the interface for
the equipment module.
The previous version combines the equipment phase with the equipment module in an object.
In this version, the recipes are configured dependent on resources.
With versions as of V9.0, the equipment phase is separated from the equipment module. In
this case, an equipment phase can control one or more equipment modules. In this version,
the recipes are configured independent of resources.
● Interface for the equipment module
In this type of configuration, each recipe phase of a control recipe communicates with an
equipment module in the automation system during runtime. Both setpoints and process
values as well as the current status or control commands are exchanged.
The equipment module also includes the equipment phase.
The equipment phase (EPH) or equipment operation (EOP) Batch category can be selected
in SFC type of equipment module.
This version is shown as version "A" in the figure below.
● Versions as V9.0 available: Interface to the equipment phase
In this configuration example, the equipment phase (EPH) in the engineering system is the
assignment partner for the recipe phase (RPH) of SIMATIC BATCH.
This version is shown as version "B" in the figure below.
You can find information on this in the manual Process Control System PCS 7; CFC for
SIMATIC S7 in the section "Configuring technology".
As an alternative for reasons of compatibility, SIMATIC BATCH also continues to provide
BATCH interface blocks (IEPH/IEOP) as the communications interface to the processing
programs on the automation system. These blocks are implemented as CFC blocks and are
installed during the SIMATIC BATCH setup.
The following figure shows the different versions:
SIMATIC BATCH V9.0

Engineering
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Recipe phase (RPH) Recipe phase (RPH)
Commands,
Control strategies, Status
setpoints
Equipment phase (EPH)
Commands Status
Request & allocation at runtime Request & allocation at runtime
Commands Status Commands Status
Equipment module (EM)

Equipment module (EM) Equipment module (EM)
Equipment phase (EPH)
Commands Status Commands Status Commands Status
Control Control Control

module (CM) module (CM) module (CM)
BATCH interface blocks/unit

A CFC is created for each unit and contains an instance of the UNIT_PLC block with assigned
parameter values.
BATCH interface blocks/equipment phase

Communication between SIMATIC BATCH and the equipment phases in the automation
system is implemented using own interface blocks (IEPH, IEOP and IEPAR_xxx). An
equipment phase is implemented with the IEPH block and an equipment operation using the
IEOP block. They are interconnected with the appropriate inputs/outputs of the SFC control
block and technological blocks according to the process cell requirements in the CFC charts.
Use of SFC types

To provide better support for the type instance concept, an SFC type (= BATCH type block)
with parameters can be created for each equipment phase type. Each BATCH type block is
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displayed in the "Other blocks" block library or the library of the family assigned to the SFC
type (for example Batch) of the CFC and can then be simply inserted in the CFC from there.
Note
Mixed operation possible
Mixed use of both variants (SFC types, BATCH interface blocks) within a project is possible.
Note
Block I/Os
The block I/Os BA_ID_AC for PI/PO (parameters for input materials, parameters, major, minor,
intermediate, waste product) at interface modules or "name"_BX (setpoint tracking ID) at SFC
types are not used in SIMATIC BATCH.
Note
PC-based mode
In the PC-based mode, SFCs are read on the AS in the 1 s cycle. For this reason, in PC-based
mode, the status of the equipment phase may not change faster than once per second. The
status may be lost in the BATCH control server if this condition is violated.
Control strategies
Different and (in terms of the same run) mutually exclusive equipment phases/operations of
the same equipment module are known as control strategies of this equipment module.
Recipe phases/operations can be implemented with various control strategies (set of setpoints)
that can be used in the manual mode or in the automatic mode (recipe mode). To be able to
use the control strategies in the automatic mode, the recipe phases/operations must also be
capable of the control strategies. The control strategies and their corresponding setpoint
parameters are configured in the engineering system in the batch or SFC types. In the Recipe
Editor, the control strategies defined in this way are available as a set of setpoints with a control
strategy name. During parameter assignment in the recipe, only the parameters belonging to
the control strategy are available.
Note
Only one control strategy parameter can be created per operation/phase type.
Placing BATCH blocks in the plant hierarchy

The BATCH interface blocks as well as the BATCH type blocks are stored within the CFC
charts according to their function in the appropriate hierarchy folders, in the plant view in the
SIMATIC Manager.
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Blocks of the BATCH block library

The names of the following BATCH blocks must not be modified:
● UNIT_PLC
● EventSend
● MemIDB64
The BATCH configuration dialog searches the S7 project for the block names listed above in
order to be able to make internal project settings. If the names are changed, SIMATIC BATCH
cannot be configured correctly.
In CFC charts, only blocks from the "BATCH" block family in the SIMATIC BATCH library may
be used and, therefore, imported. If necessary, blocks from the "Runtime" block family in the
SIMATIC BATCH library are automatically imported to the "Blocks" folder (offline block folder),
but must not be used in the CFC charts.
Note
All SIMATIC BATCH blocks of version BATCHflexible V4 are fully functional in this version but
can no longer be changed during engineering. The "IUNIT" and "UNIT_BLOCK" blocks from
block library versions before SIMATIC BATCH V7.1 SP2 are also fully functional but can no
longer be changed.
See also
Setting up the equipment module with SFC types (Page 167)
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7.2.4.2 Optimum installation of the blocks for AS-based mode
Block execution in AS-based mode

The entire recipe control in this mode is controlled by the UNIT_PLC block. To achieve optimum
step change times, the following rules must be kept to:
1. The UNIT_PLC block and SFC type, IEPH/SFC, IEOP/SFC must be installed in the same
OB. If this is not the case, the recipe unit can nevertheless be executed but the step change
cannot be made in the same cycle.
2. Order in which the blocks are called:
– Block calls for a recipe phase or a recipe operation (SFC type or IEPH/IEOP/SFC)
– Call for blocks that represent an actuator (for example: VALVE or MOTOR)
– Call for blocks for controlling the actuators (driver blocks)
– Call for the blocks for the unit UNIT_PLC
Note
Call from OB 32
Due to the AS cycle time, we recommend you insert all Batch-relevant blocks into OB32
(AS update cycle = 1 sec.). Faster processing does not result in shorter step change
times.
If you need the recipe phases to run faster/slower as 1 second due to the process
situation, you can also insert the Batch-relevant blocks in a faster/slower OB. Make sure
that the UNIT-PLC block does not exceed the OB cycle time when running the recipe
unit procedure.
7.2.4.3 Structure of the unit with the UNIT_PLC interface block

The following functions are executed by the BATCH interface block UNIT_PLC:
● Assigning and releasing a unit using a running control recipe.
● Control of the recipe unit procedure in AS-based mode
The UNIT_PLC block manages a unit

Each UNIT_PLC block manages precisely one unit in the automation system. This block is the
central block for batch control. The following rules apply when inserting the block:
● To map the unit on the AS, there must be exactly one instance of the UNIT_PLC block in
one of the charts of the "Unit" hierarchy folder.
● There are no other settings or interconnections necessary for UNIT_PLC.
● At the "UNIT_NAME" input of UNIT_PLC, the unit name that was defined in the plant
hierarchy is always shown. The "UNIT_NAME" input cannot be modified in the block.
Every recipe operation (ROP), equipment phase (EPH) or transition in the assigned unit is
checked by this block and the specifications for further processing steps are defined.
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The more ROPs, EPHs or transitions included in the recipe, the longer the time needed to
process the recipe. To allow the configuration engineer of the process cell to set the optimum
allocation of time for running the process (actuators, sensors, process logic etc.) and time for
processing recipes, there are two parameters in UNIT_PLC:
● Max_CycleRun IN
Maximum time per processing cycle that may be used to process batch control The default
value is 25 ms and the input of the block is not visibly interconnected.
● QAvgRecProcTime INOUT
Average time per processing cycle that is currently used to process batch control. Two
measured values, the average calculated time of the last cycle + measured value of the
current cycle are taken into account for each calculation.
Examples are provided below to show the two parameters. This assumes that only one unit is
fitted in the AS.
Example 1: UNIT_PLC installed in OB32 (1000 ms watchdog interrupt), suitable parameter assignment
MaxCyclRun is set to 50 ms Assessment

approx. 1/20 processing time for batch processing QAvgRecProTime = 30 to 40 ms OK
approx. 19/20 processing time for processing processes in the QAvgRecProTime = 40 to 50 ms Still OK
OB 32 and other OBs QAvgRecProTime = 50 to 60 ms* Not OK
Example 2: UNIT_PLC installed in OB32 (1000 ms watchdog interrupt), suitable parameter assignment
MaxCyclRun parameterized at 100 ms Assessment

Example 3: UNIT_PLC installed in OB35 (100 ms watchdog interrupt), acceptable parameter assignment
MaxCyclRun parameterized at 30 ms Assessment

Example 4: UNIT_PLC installed in OB35 (100 ms watchdog interrupt), bad parameter assignment
MaxCyclRun is set to 50 ms Assessment

* Recipe processing cannot be undertaken in a processing cycle but must instead be split
over two processing cycles. The system thereby extends the batch runtime by one processing
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cycle (in examples 1 and 2: 1000 ms; in examples 3 and 4: 100 ms) if the time set for the
"MaxCyclRun" parameter is exceeded in a processing cycle.
Note
We recommend that you install the UNIT_PLC block in OB32 (1000 ms watchdog interrupt).
Only if equipment phases are installed for example in OB35 does the UNIT_PLC belonging to
this EPH also need to be installed in OB35. The UNIT_PLC should always be processed after
the equipment phases.
Installation in OB35 brings no benefits in terms of the speed with which the recipes are
processed because batch processing is handled by internal control mechanisms regardless
of the OB cycle.
Note
Temporal processes are shown in a schematic representation
To simplify the matter, the above examples show the temporal processes for one unit per AS.
However, there are normally several units active at the same time in an AS. To establish the
time required of an AS for batch processing, the average processing time ("QAVGTecProTime"
parameter) of all units must be added together.
Example 5: 6 UNIT_PLCs are processed at the same time in OB 32
MaxCyclRun is set to 50 ms
QAvgRecProTime = 20 to 40 ms per UNIT_PLC
Cycle time required per AS, maximum 240 ms In practice, an average AS load resulting from the 6 units in the
example is approximately 80 ms.
7.2.4.4 Self-terminating equipment phases
Definition
Self-terminating equipment phases are sequences that end with a process condition, in other
words, the end of the RUN sequence independently starts the COMPLETING sequence.
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Example: Dosing
The RUN sequence of the "Dosing" phase ends when the dosing quantity is achieved and then
independently starts the first step of the COMPLETING sequence. The equipment phase is
executed after the start command and moves through the sequences STARTING-RUN-
COMPLETING-COMPLETED triggered by conditions that depend on the process and not on
operator intervention or SIMATIC BATCH.
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The property "self-terminating or non-self-terminating equipment phase" can be configure at

the SFC type for all instances or at all SFC instance blocks. This involves the block input contact
"SELFCOMP".
SELFCOMP=1: Self-terminating equipment phase
7.2.4.5 Non-self-terminating equipment phase
Definition
Non-self-terminating equipment phases are sequences that are not completed by a process
condition. The end of the RUN sequence is only reported (Ready_TC) so that this equipment
phase can be completed by an external command. This command can given either by the
operator using the "Close" in the SFC faceplate or by SIMATIC BATCH with the "Close"
command.
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Example: Agitation
The RUN sequence of the "Agitation" equipment phase is started. When the agitator has
reached its setpoint speed, the RUN sequence ends and the equipment phase reports that it
has completed. The "COMPLETING" step can only be started by external command from the
operator or from SIMATIC BATCH.
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As long as no external complete command has been issued, the equipment phase remains in
the RUN sequence (RUN status), which means that the RUN sequence is started once again.
If you only want the RUN sequence to be executed once and not cyclically, you must make
the following settings in the sequence properties in the "Start Condition" tab.
The property "self-terminating or non-self-terminating equipment phase" can be configure at

the SFC type for all instances or at all SFC instance blocks. This involves the block input contact
"SELFCOMP".
SELFCOMP=0: Non-self-terminating equipment phase
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7.2.4.6 Setting up the equipment module with interface blocks IEPH and IEOP
SIMATIC BATCH block library

All the necessary BATCH blocks for the two modes are contained in the SIMATIC BATCH
block library. The documentation in the form of a PDF file is available under START > SIMATIC
> Documentation > English > SIMATIC BATCH. You can obtain direct help for each individual
block with the F1 key in the SIMATIC Manager in CFC when the BATCH block is selected in
the relevant library. The BATCH interface blocks are inserted in the CFC charts by dragging
them from the BATCH block library.
Overview of the BATCH interface blocks
Block Application
IEPH Control of simple processes
IEOP Control of complex processes
UNIT_PLC Management of unit allocation
TAG_COLL Collecting of process values for archiving, report creation and forming transi‐
tions
IEPAR_DINT Parameter block for the data type double integer
IEPAR_BOOL Parameter block for the data type Boolean (binary)
IEPAR_REAL Parameter block for the data type real (floating point)
IEPAR_STR Parameter block for the data type string (text)
IEPAR_PI Parameter block for the data type process input(input material)
IEPAR_PO Parameter block for the data type process output
IEPAR_ENUM Parameter block for the data type enumeration type (user-defined enumera‐
tion type)
IEPAR_SOURCE Parameter block for the data type Source
IEPAR_DEST Parameter block for the data type Dest
IEPAR_VIA Parameter block for the data type Via
Equipment module
Using the BATCH interface blocks along with SIMATIC BATCH, makes the following functions
available:
● Controlling the running of the process:
The IEPH/IEOP blocks are used for this purpose. These provide the commands (for
example start or hold) of the recipe steps from the batch control to the processing blocks
(for example: SFC external view or user blocks). The processing blocks report their current
statuses back to the batch control.
● Transferring setpoints and process values:
The IEPAR blocks are used for this purpose. The batch control writes the recipe parameters
(setpoints) for the processing blocks into these blocks. The processing blocks write the
result data (process values) to the IEPAR blocks so that they can be stored as batch data
by the batch control. The IEPAR blocks linked to the IEPH/IEOP blocks are also used to
form transition conditions.
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SFC optimization in conjunction with the IEPH block

The IEPH block forms a BATCH interface in the automation system. An SFC chart is
interconnected with the IEPH. You also have the option of developing your own blocks to take
over tasks from an SFC.
In terms of timing, optimum processing of step changes can only be achieved in conjunction
with an SFC type or an IEPH/SFC pair. SIMATIC BATCH supports the use of a user block with
the IEPH, but this can lead to a longer step change time under certain circumstances.
Rules for the interface blocks IEPH/IEOP

● The IEPH, IEOP interface blocks for controlling the process must be inserted in sequences
before the processing block in the CFC chart.
● The IEPH block is used with a recipe step of the type equipment phase, the IEOP is used
with a recipe step of the type equipment operation.
● The phase/operation type name is derived from the F_TYPE input of the IEPH/IEOP block.
Rules for interconnecting the IEPH/IEOP interface blocks and the SFC chart
● To pass control commands from SIMATIC BATCH to the SFC, the following
interconnections between IEPH, IEOP and the SFC external view must be configured:
IEPH/IEOP SFC external view

QBA_EN (OUT) BA_EN (IN)
VSTEP_NO (OUT) STEP_NO (IN)
VBA_ID (OUT) BA_ID (IN)
VBA_NAME (OUT) BA_NA (IN)
Q_OCCUPI (OUT) OCCUPIED (IN)
QSTART (OUT) START (IN)
QHOLD (OUT) HOLD (IN)
QSTOP (OUT) STOP (IN)
QABORT (OUT) ABORT (IN)
QRESET (OUT) RESET (IN)
QTERM (OUT) COMPLETE (IN)
QCONT (OUT) CONT (IN)
● The equipment procedural element must return the actual status to SIMATIC BATCH. This
requires the following interconnection:
SFC external view IEPH/IEOP

BA_STATE (OUT) USTAT_L (IN)
● The IEPH and IEOP blocks map the RESUME command to the START command. The
RESUME I/O remains unconnected. The SFC chart interprets START independent of its
actual status as START or RESUME respectively.
SIMATIC BATCH V9.0

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Note
Rule for automatic mode
To allow the commands of the BATCH control server to be processed in automatic mode, the
following inputs ENSTART, ENCOMPLETE, ENHOLD, ENRESUME, ENABORT, ENSTOP,
ENRESET must remain unconnected in the interface block and their value set to 1.
Note
Continuous mode
For continuous operation of the equipment procedural element (continue mode), the following
inputs ENASTART = 1 and SELFCOMP = 0 must be set in the SFC.
Rules for installing parameter blocks

● The underlying parameter blocks (IEPAR_xxx) must be connected to the EPE_CONN
output of the IEPH/IEOP blocks. The following parameter types are possible:
IEPAR_REAL Floating point

IEPAR_DINT Integer
IEPAR_BOOL Binary value
IEPAR_PI Input material
IEPAR_PO Output material
IEPAR_STR String
IEPAR_ENUM Enumeration
IEPAR_DEST Target
IEPAR_SOURCE Source
IEPAR_VIA Via
● Exactly one IEPAR block for the required data type is necessary for each parameter
(setpoint/process value) of an IEOP/IEPH.
● With the IEPAR_ENUM enumeration time, the data type name is specified at the "ENUM"
block I/O. In the batch types, the values are assigned to this data type (for example 1 =
ON / 2 = OFF etc.).
● In all IEPAR blocks (apart from the BOOL and ENUM type) the high and low limit value and
the default setpoint must be specified. The default value must be within the limits.
SIMATIC BATCH V9.0

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Example
Configuring enumerations and control strategies with IEPH, IEOP

1. Insert a new enumeration in the Shared declarations > Enumerations folder.
2. Add new values to the enumeration.
3. Open the object properties for the enumeration and activate the check box "Control
strategy".
4. In the CFC Editor, connect the IEPAR_ENUM block to the required IEPH/IEOP.
Interconnect the "EPE_CONN" output of the IEPH/IEOP block with the input of the same
name on the IEPAR block.
5. Open the "SP_VAL" input object properties of the ENUM block I/O and select the
enumeration and values.
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Result: After reading in the type description in the BATCH configuration dialog with the
"Generate" button, the control strategies you edited in this way are indicated by a red flag and
displayed under data types.
7.2.4.7 Setting up the equipment module with SFC types

You create SFC types and their instances in the CFC charts for SIMATIC BATCH using SFC/
CFC standard tools. SIMATIC BATCH does not need to be installed.
Configuring an SFC instance

Below, you will find a recommended order for creating an SFC type (equipment phase) and
an instance in the CFC chart.
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Creating an SFC type in the SIMATIC Manager (component view)

1. Select the "S7 Program" object in the Component view.
2. Select the menu command Insert > Insert new object > SFC type.
3. Select the new object "SFC type".
4. Select the menu command Edit > Object properties.
5. The "Properties SFC Type" dialog box opens.
– Under Name, change the phase/operation type name (batch type).
– You can also enter the required number for the FB number and the name of the block
library for the family.
– Change to the "Options" tab.
– Under Category, set the version "EOP" or "EPH" and whether this operation type/phase
type is allowed as an operator instruction.
Note
The "EOP" or "EPH" setting is necessary to generate the type description in the BATCH
configuration dialog. Only SFC types of one of these two categories are read into the
batch process cell in the BATCH configuration dialog using the "Generate batch types"
function.
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6. Select the menu command Edit > Open object.

Result: SFC opens with the new SFC type.
7. Here you can use the standard SFC tools to edit the sequential control of the equipment
operation/phase.
Overview of the parameters relevant for SIMATIC BATCH
Parameter Where to edit Meaning

Setpoint Under Characteristics > Set‐ Parameters of the equipment operation/phase. You
points can assign predefined control strategies.
Under Characteristics > Set‐ BOOL (binary) data type
points > Data type INT data type (integer 16 bits)
DINT data type (double integer 32 bits)
REAL data type (floating point)
STRING data type (text)
PI data type (process input, input material)
PO data type (process output, output material)
SOURCE data type
DEST data type
VIA data type
Control strat‐ Under Characteristics > Control Control strategy name
egies strategies
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Engineering
Note
An enumeration data type can be assigned in the "Enumeration" column for the INT and DINT
data types. This is stored as the system attribute "S7_enum" on the interface I/Os.
No entries can be made in the "Enumeration" column. The enumerations available for selection
are those previously created in the SIMATIC Manager under the "Shared Declarations" object.
The enumerations are then available for operator control and monitoring of SFC instances in
SIMATIC BATCH.
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Creating parameters or setpoints for the SFC type

You create setpoints (parameters) that are relevant for SIMATIC BATCH in the characteristics
view in SFC:
1. Select the created object "SFC type" in the chart folder.

2. Select the "Open object" command in the shortcut menu. SFC opens the SFC type.
SIMATIC BATCH V9.0

Engineering
3. Change to the "Characteristics" view with the menu command of the same name. The
"Characteristics" view opens.
4. Here, you edit all the setpoints relevant for SIMATIC BATCH To do this, select "Setpoints"
in the left-hand column. On the right, you can now set the setpoint with all the relevant
attributes.
Creating control strategies

When you configure the SFC type, you can specify the control strategy type to be valid for this
equipment phase/operation using the characteristics function. In addition to this, the amount
of parameters can also be put together based on the setpoints for each control strategy.
1. Select the created object "SFC type" in the chart folder.
2. Select the "Open object" command in the shortcut menu. SFC opens the SFC type.
3. Change to the "Characteristics" view with the menu command of the same name. The
"Characteristics" view of the selected SFC type opens.
4. Here, you edit all the control strategies relevant for SIMATIC BATCH by clicking on the
"Control strategy" characteristic in the left column. Result: All setpoint values of the SFC
type are displayed in a separate table column on the right for the newly edited control
strategies.
5. Choose the setpoints that are to be assigned to the control strategy by selecting the check
boxes.
Note
The control strategy type name must correspond to the SFC type name
If you implement equipment phase types and their instances both from interface blocks and
as SFC types, the control strategy type name created in the shared declarations would
have the same name as the SFC type name. If this is not the case, this can lead to validation
errors in the BATCH configuration dialog. The name of the control strategy type must not
be modified later.
Instantiating the SFC type

After creating the SFC type and storing it, the SFC type can now be dragged to the CFC chart
from the "Other blocks" library or the family assigned to the SFC type (for example Batch). At
the same time, the type FB is copied to the project or if it already exists, it is updated. A DB is
created and therefore an instance of the SFC type. Remember the following rules:
● The SFC types in a chart container are displayed in CFC in the catalogs under "Other
blocks" or in the family assigned to the SFC type (for example, Batch).
● If you create an instance of the SFC type, the SFC type (including the FB) is copied to the
project (chart container).
● After placing the SFC instance in a CFC chart, it can be interconnected.
● The SFC instance is not displayed in the chart container (only the CFC chart).
● The SFC instance is displayed in the CFC chart like a block with an interface.
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● If you select an instance of this type, you can open and edit it within the CFC chart using
the "Open" shortcut menu command.
● The interconnection is possible with the control module level (CMs), the interlock logic and
batch control.
● In the SFC, in addition to the name of the operation/phase type parameter, an I/O name
must be specified for the SFC type in the characteristics view for setpoints. One setpoint
results in several block I/Os:
I/O name Meaning

<name> (IN) Setpoint from SIMATIC BATCH or PCS 7 OS
<name>_Q (OUT) Setpoint (valid value for SFC)
<name>_AI (IN) Process value return input for process value
<name>_ AO (OUT) Process value for SIMATIC BATCH and PCS 7 OS
<name>_M (IN) Material code setpoint from SIMATIC BATCH*
<name>_MQ (OUT) Material code (valid MatCode for SFC)*
<name>_MAI (IN) Material code process value return input*
<name>_MAO (OUT) Material code process value for PCS 7 OS*
<name>_B (IN) Reserved for batch ID, currently not used*
<name>_BQ (OUT) Reserved for batch ID, currently not used*
<name>_BAI (IN) Reserved for batch ID, currently not used*
<name>_BAO (OUT) Reserved for batch ID, currently not used*
* Only for PI or PO data types

● The following block I/Os exist for the control strategy:
I/O name Meaning

CS (IN) Control strategy setpoint from SIMATIC BATCH or PCS 7 OS
QCS (OUT) Control strategy (valid control strategy for SFC)
● Set Enable bits in SFCs
Rules for supplying the equipment procedural elements with Batch data
Equipment procedural elements controlled by SIMATIC BATCH must be supplied with the
Batch data. The faceplates on the PCS 7 OS then indicate whether this equipment procedural
element is being used by SIMATIC BATCH and which batch is running. The batch name and
the batch ID are included in the messages to the PCS 7 OS.
To allow this, the five following interconnections must be configured:
SFC type Automation function for example MEAS_MON, MO‐

TOR...
QBA_EN BA_EN
QOCCUPIED OCCUPIED
QBA_ID BA_ID
QBA_NA BA_NA
QSTEP_NO STEP_NO
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Note
Rule for automatic mode
To allow the commands of the BATCH control server to be processed in automatic mode, the
following inputs ENSTART, ENCOMPLETE, ENHOLD, ENRESUME, ENABORT, ENSTOP,
ENRESET must remain unconnected in the SFC type and their value set to 1.
Note
Continuous operation
For continuous operation of the equipment procedural element (Continue mode), the following
ENASTART = 1 and SELFCOMP = 0 inputs must be set in the SFC.
7.2.4.8 Setting up process tags with the TAG_COLL interface block

The following functions are executed by the BATCH interface blocks TAG_COLL and
IEPAR_xxx:
● Collection of process values for forming transition conditions
● Process value archiving and report creation
Rules for interconnecting in the CFC charts

The TAG_COLL and IEPAR_xxx blocks form a process tag for which the following rules apply:
● If process values of IEPAR blocks are queried in transitions and these are not available as
IEPAR_xxx in the IEPH or IEOP, a TAG_COLL must be inserted in the CFC chart. This is,
for example, the case when values of other units are queried.
● The parameter blocks (IEPAR_xxx) must be connected to the EPE_CONN output of the
TAG_COLL block.
● A process tag type name must be specified for each TAG_COLL.
● TAG_COLL blocks must be installed in a PH folder with an S-88 type definition (process
cell; unit; equipment module).
● The process tag type name is derived from the F_TYPE input of the TAG_COLL block.
● The process tag parameter name is derived from the IEPAR_xxx block name.
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Example
7.2.5 Dynamic unit parameters
Core statement
Dynamic unit parameters allow you to define and evaluate properties of units. They are used
as parameter steps and as transitions in basic recipes, and are evaluated or further used during
the runtime of a batch. SIMATIC BATCH transfers parameter values to the unit and can react
to them during batch execution.
In transitions you define conditions that must be met by the value of a variable. This means
you can configure transition conditions in the recipe sequence in which, for example, unit
candidates are selected and allocated.
You can use dynamic parameters in two ways in SIMATIC BATCH batch control:
● Units are given properties in form of setpoints during batch control.
● Unit selection during batch control takes place by means of conditions, for example, in
which the dynamic unit properties are queried in form of process values.
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Engineering technology
In SIMATIC Manager, the central place for configuration is Basic and BATCH engineering.
You create the enumerations and control strategies for your project in the global declarations.
The unit block "UNIT_PLC" was extended by the new inputs "UnitStatus" and "L_UnitStatus".
These inputs have "S7_Enum" attributes and can be linked to a set of enumerations. All units
in the same unit class must be connected with the same enumeration. The "UnitStatus" input
can be modified by a PCS 7 OS or by means of the SIMATIC BATCH batch control. The
"L_UnitStatus" input is coupled with the user program in the AS and you can use it with its own
logic. The "En_LinkedUnitStatus" input blocks the "UnitStatus" input and activates the
"L_UnitStatus" input. The "Q_UnitStatus" block output shows the current status of the
corresponding unit.
You use enumerations at the "UNIT_PLC" block "UnitStat" input. You can use them to define
a status for a unit with a parameter step of batch control.
You use control strategies at the "IEPAR_ENUM" block, for example, at the "SP_VAL" input.
To do so, the "EPE_CONN" output of "UNIT_PLC" must be interconnected with the input of
the same name at the "IEPAR_ENUM" block. You use batch control to define and continue to
use the control strategy at the "SP_VAL" input.
The control strategies of equipment properties are assigned to the corresponding parameters
(IEPAR_XXX) in BATCH engineering. Only the selected control strategy parameters are then
taken into consideration during batch control. After generation or propagation of the BATCH
types, the compilation or merging of batch instances and the download of the batch process
cell, the global declarations are available for recipe engineering in the recipe editor after
updating your batch process cell.
User interface
The setpoint and the current process value are displayed in the unit faceplate of a PCS 7 OS.
The displayed parameters are filtered according to the selected allocation strategy, if available.
Similar to the setpoints of recipe functions (EPH, EOP), you can change the setpoints for
dynamic units using the faceplate.
Requirement
You are using the current block types from the SIMATIC BATCH block library in your project.
Check to see if the unit block "UNIT_PLC" includes the inputs "UnitStat" and "EPE_CONN". If
the unit block does not exhibit these I/Os, you must update your block types or make the
corresponding I/Os visible.
Assigning control strategies (Page 209)
How do I configure and create dynamic unit parameters? (Page 718)
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7.2.6 Creating and inserting user process tag types in CFC charts
7.2.6.1 Creating and inserting user process tag types in CFC charts
Introduction to creating and inserting user process tag types in CFC charts
There are two ways to collect measured values, for example to form transition conditions:
● Using the BATCH interface block TAG_COLL (as in BATCH flexible V5.x)
● Using the standard function block TAG_COLL, given the name TAG_COLLECT below to
distinguish the two (new in SIMATIC BATCH as of V6.0)
Individual measured values are created in the interface or standard function block. The process
tag types are then generated in the BATCH configuration dialog within the context of the batch
types ("Generate" button) from the TAG_COLL/TAG_COLLECT blocks.
Using the TAG_COLL BATCH interface block

When using BATCH interface blocks, the TAG_COLL block is used to collect process values
to form transition conditions and for archiving and report creation of measured values: For a
description, see section Rules for the TAG_COLL interface block (Page 173). The process tag
types that are then generated can be further processed and modified in the BATCH
Using the TAG_COLLECT function block

If you configure with SFC types it is advisable to configure a TAG_COLLECT standard function
block to collect process values. The process tag types that are then generated are read-only
in the BATCH configuration dialog. Modifications to the process tag type can only be made in
the function block. These are then adopted in any existing instances. After modification, the
batch types and the process tag types must be generated again.
Note
Points to note:
● To allow a TAG_COLLECT FB/FC type to be read into the BATCH configuration dialog
(generated) for the process cell, an instance of the TAG_COLLECT must have been created
at least once in the CFC chart.
● FB types are unique only within an S7 program or a CPU. For Batch configuration, however,
the uniqueness throughout the entire project or the multiproject must be ensured.
7.2.6.2 First option: Create new function block

There are two ways of creating process tag types:
● Option 1: A new FB is created immediately.
● Option 2: A new CFC chart is created and then compiled as a block.
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Option 1: Creating process tag types directly as the FB type TAG_COLLECT

1. In the Component view of the SIMATIC Manager, create a new function block in an S7
program or a block folder by selecting the menu command Insert > Insert new object >
Function Block.
2. Select the function block and select the menu command Edit > Open object.
3. Here, you can edit all the values to be be collected as measured values as input parameters.
Note
Use only the data types permitted with SIMATIC BATCH:
Bool, Int, Dint, Real and String.
4. Assign the parameters the following attributes:

– If nec. S7_unit = value "Unit of measure". Unit of measure corresponds the name of the
unit of measure.
– S7_edit = value "para" for display and change in the Process Object view.
– S7_measval = value "true" for archiving without automatic assignment of an archive tag
or optionally
– S7_archive = long-term or short-term for archiving with automatic assignment of an
archive tag.
5. Select the function block and select the menu command Edit > Object properties.
6. Assign a symbolic name to the FB.
7. Go to the "Attributes" tab in the open properties dialog of the function block.
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8. Here, set the attribute "S7_tagcollect" (process tags) to "true" and the attribute "s7_m_c"
to "true". Only then will the archiving parameters be sent to the PCS 7 OS and become
available for operator control and monitoring.
9. Open the corresponding block and check if the "S7_m_c" attribute is set to "true" for the
inputs. Navigate to the appropriate inputs in the tag overview and right-click to open the
object properties. The "S7_m_c" attribute must exist in the "Attributes" tab and be set to
"true".
10.Apply the attributes with "OK".
11.Open the CFC chart and insert the function block from the "S7 Program" folder into a CFC
chart.
Result: The TAG_COLLECT FB type appears in the "Other blocks" library or in the library
of the family assigned to the FB (for example: Batch) and can be immediately used for
configuring additional process tag types.
Note
The FB type TAG_COLLECT must be stored in the library, for example under "Other Blocks"
so that the process tag types created in this way can be generated in the BATCH
12.Open the BATCH configuration dialog with the menu command Options > SIMATIC
BATCH.
13.Select the "Batch types" object in the left window.
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14.Click the "Generate" button in the area on the right.

Result: The new process tags that you have defined along with the set values (input
parameters) are read in and displayed (read only).
15.Confirm all settings in the dialog with OK.
Result
These process tags are available for use in the transitions during recipe creation. If the
"S7_measval" or "S7_archive" attribute is set for the parameters and the interconnection to
the WinCC archive is established for the "Process variables" assigned to the units, they can
be used in the "Process tags" tab for batch reports during recipe creation.
Note
If the attribute "S7_m_c = true" is not set for the input of the TAG_COLLECT function block,
the output of the interconnected block is used if the output has the attribute "S7_m_c = true".
7.2.6.3 Second option: Create CFC chart and compile it as a block type
Procedure
1. In the Component view of the SIMATIC Manager, create a new CFC chart below a chart
folder by selecting the menu command Insert > Insert new object > CFC.
2. Select the CFC chart and select the menu command Edit > Open Object.
3. Open the I/O table with View > Chart Inputs/Outputs.
4. Here, you can edit all the values that will be collected as measured values as input
parameters under IN.
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5. Assign the parameters the following attributes (in the dialog box "Properties - Variable" for
the parameter: select with a right-click and use the shortcut menu command "Object
Properties"):
– S7_check = true for check and "S7_unit = unit* (unit corresponds to the name of the
unit).
– S7_edit = para for the display and change in the process object view.
– S7_measval = true for archiving without automatic assignment of an archive variable
or alternatively
– S7_archive = longterm or shortterm for archiving with automatic assignment of an
archive variable.
6. Confirm the settings with OK.

7. Select the menu command Chart > Compile > Chart as Block Type.
8. In the "General" tab, specify the following: FB name, symbolic name and the family (for
example, BATCH)
9. Change to the "Attribute" tab.
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10.Here set the attribute "S7_tagcollect" (process tags) to "true" and in the case of automatic
assignment of an archive variable also set the attribute "s7_m_c" to "true". The parameters
for archiving will only be transferred into the PCS 7 OS, and only be observable and
operable if this has been done.
11.Accept the setting with "OK".
Result
The FB type TAG_COLLECT you have created can be used immediately for configuring other
process tag types. The procedure from now on is exactly the same as in Method 1 starting at
Step 9.
7.2.7 Equipment properties and their use
Why are equipment properties defined?

In previous versions, you selected the possible unit candidates statically. This meant that
selecting the available units in which a recipe procedure was to be executed in the recipe editor
when creating a recipe. You can continue to use this procedure.
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You now have the additional option of employing a new strategy, "Unit selection according to
conditions". Specific equipment properties are demanded in the conditions, for example, the
size of the unit (capacity of a silo) or the material composition of the silo shell.
Equipment properties are assigned to units in the ES configuration and requested as conditions
when creating recipes. When the equipment property matches the defined condition in the
recipe, the unit is offered for allocation.
See also
Specifying units using conditions (Page 539)
7.2.7.2 Creating equipment properties
Requirement
The "Shared declarations" folder with the subfolder "Equipment properties" already exists in
the project in the SIMATIC Manager.
Procedure
1. Select the "Shared declarations" folder. In the shortcut menu, select Insert new object >
Equipment property.
2. Name the equipment property (name and display name).
3. From the drop-down list, select the desired data type and assign it an enumeration or unit
of measure. For the "Location" data type, assign the additional types "Source", "Destination"
and "Via". You will find more detailed information about these types in the documentation
for Route Control.
4. Complete your specifications in this dialog and confirm your entries with "OK".
Result
You can now assign this equipment property to your units. If you are working in a multiproject,
you can adjust your created equipment properties in the MP with the command Shared
Declarations > Update in Multiproject.
7.2.7.3 Assigning equipment properties to the units
Requirements
● The equipment properties have been created.
● The Plant view is displayed in the SIMATIC Manager.
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Procedure
1. Select the hierarchy folder of the unit to which you want to assign equipment properties
and select the shortcut menu command Insert new object > Equipment property.
2. Select die equipment property, right-click and select the shortcut menu command Object
properties.
3. Select the desired equipment property in the drop-down list of the name box. The instance
is then given the same name as the original in the shared declarations.
4. In the "Value" box, enter a value for the instance of the equipment property. If your
equipment property contains an enumeration, you also have the option of selecting a value
for the enumeration used in a drop-down list in the "Value" box.
5. Complete your specifications in the dialog and confirm your entries with "OK".
Result
The selected units are now assigned with equipment properties and values. Following the
generation of the batch types, these are available for allocation conditions when creating
recipes in the recipe editor.
7.2.7.4 Configuring unit groups

If you use several units with identical equipment properties, you can assemble them into unit
groups. Prior to SIMATIC PCS 7 V6.1, this group was the unit class. When you migrate older
projects, these groups are given the equipment property "UnitClass".
Procedure
1. In the Component view of the SIMATIC Manager, create a new "enumeration" object in the
"Enumerations" folder under the shared declarations. You then assign a name to the group,
for example, process cell groups. Insert several "Value" objects with names such as
Group_A, Group_B etc.
2. Create an equipment property with a suitable name, such as process cell group. Assign
the data type "INT" or "DINT" to this process cell group and select the enumeration you
have just created from the "Enumeration" drop-down list box.
3. Complete your specifications in the dialog and confirm your entries with "OK".
4. Now assign each unit to one of the created unit groups. To do this, select the hierarchy
folder of the unit, right-click and select the shortcut menu command Insert new object >
Equipment property.
5. Select die equipment property, right-click and select the shortcut menu command Object
properties.
6. In the name box, select the newly created equipment property from the drop-down list, in
our example "Pcell Group".
7. Select a process group in the "Value" box.
8. Open the configuration dialog "Configure batch process cell ...".
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9. After you run the "Generate batch types" function, the configured data is made available.
10.If you have configure one or more enumerations as an equipment property, you can set
one of them as a group criterion for the recipe editor. Select the "Pcell" folder and select
the desired process cell group for the "Unit group".
Result
You have assembled several units with identical properties in a unit group. When creating the
recipe, you use the unit group as a criterion for the unit allocation.
See also
Specifying units using conditions (Page 539)
7.2.8 Configuring transfer of archive data from WinCC archives
Introduction
The batch data also includes the values of important process variables over time. SIMATIC
BATCH does not record these measured value sequences, but fetches the values from the
WinCC measured value archives. For each instance parameter to be recorded as a measured
value,
● the "Archive measured variable" option must activated and
● a WinCC archive tag must be assigned.
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Step 1 - Set the "Archive measured variable" option

Activate the "Archive measured variable" option for each instance parameter to be recorded
as a measured value. You have the following options:
● Using BATCH interface blocks:
– at the IEPAR blocks for the parameter QACT_VAL or
– in the BATCH configuration dialog at the "Batch types" object.
Note
These two settings have the same effect. Using the Generate function in the BATCH
configuration dialog, the changes at the instances are entered in the batch types or by
entering changes in the BATCH configuration dialog the changes are transferred to all
instances in the CFC.
● When using SFC types: The "Archive" column (S7_archive attribute) of the characteristics
for the setpoint is activated for the SFC type.
Note
For SFC types, this setting can only be made directly at the SFC type. All batch types of
the SFC type are read-only in the BATCH configuration dialog.
Convenient setting in the process object view

The setting for "Archive measured variable" can also be made in the process object view. To
do this open the "Parameters" tab. The settings for several parameters can be conveniently
made in the "Archive" column.
Possible settings
● No archiving
● Archiving (= short-term)
● Long-term archiving (= long-term)
Inheritance with SFC Types -> SFC Instances
Note
If an instance from the SFC type is created in the CFC chart, the setting of the S7_archive
attribute at SFC type is passed to the instance. This means that if the setpoint for the archiving
is labeled (Para(i)_AO) at the SFC type, this setting is automatically active in all SFC instances.
You should avoid changing this setting at the SFC instances (in contrast to the SFC type)
because synchronization is only made in the BATCH configuration dialog with the SFC types
for operation, function and process tag types (not with SFC instances). This may lead to
validation errors and therefore errors in the compilation.
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Step 2 - Create WinCC archive tags

To be able to assign archive tags later, you must select the "Archive measured value" check
box in the Batch configuration dialog for the tag of a phase or operation to be archived. You
can also set the tag to "Archive" in the CFC at the output "QACT_VAL" of a block. As a result,
the "Archive measured value" check box is automatically selected at the next generation of
Batch types. With this option, you can create archive tags automatically as described in option
1.
The creation of the WinCC archive tags depends on the setting of the "Create/update archive
tags" option in the "Object Properties" of the OS in the SIMATIC Manager.
There are two possibilities:
● The "Create/update archive tags" option is activated. In this case, a corresponding archive
tag is automatically created in WinCC.
Requirement: There must be an OS and the OS path that is the basis for the WinCC tag
name is displayed under the runtime name.
● The "Create/update archive tags" option is not activated. In this case, you have to create
the archive tag manually in the WinCC Explorer. You can find additional information about
this in the WinCC Information System.
Note
If you deactivate the option "Create/update archive variables", the generated archive tags
in WinCC are deleted by "Compile OS". But the assignments are retained in the BATCH
configuration dialog. No warning appears to indicate that the archive tags no longer exist
in WinCC.
Step 3 - Assign WinCC archive tags

In the BATCH configuration dialog, the additional function "Instances -> Display" can be
activated for the selected type parameter. All the instant parameters having a reference to this
type parameter are displayed. In the next dialog, you can open the WinCC tag browser for
each instance parameter in which the required WinCC archive tag can be assigned.
1. Select the required type parameter in the BATCH configuration dialog.
2. Click the "Display" button in the area on the right.
Result: The "Instances that use the <Name> type parameter" dialog box opens.
3. Click on the row on the right and then again on the arrow that appears.
Result: The "WinCC archive tag for <Name>" dialog box opens. This displays all the
operator stations and the archive tags.
4. Display the individual hierarchies in the WinCC tag browser.
5. Select the required WinCC archived tag.
6. Click the "Apply" button.
Result: After compiling and downloading the process cell, you can use the archive tags in your
recipes.
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Procedure in the multiproject

You set the "Archive measured variable" option in the BATCH configuration dialog of the
multiproject (not in individual projects) because the batch types can only be edited in the
multiproject.
The assignment of the desired WinCC archive tags to the instance parameter is done in the
individual projects (not in the multiproject). To do this, first call the "Update" command for the
individual project to read the latest batch types from the multiproject into the project. This
assigns the WinCC archive tags to the instance parameter as described in the procedure
above.
Result: The path to "WinCC archive tag updated" is shown in the project for the properties for
the instance parameter. The assignment of the WinCC archive tags in the multiproject can first
be viewed after the command "Merge" (batch instances) has been run.
7.2.9 Clearing up blocks in CFC data management
Cleaning up blocks
Blocks that are not used by any CFC in CFC data management can cleaned up in the CFC
dialog.
Blocks used in the S7 project

All the blocks used in a S7 project are contained in the project's "Blocks" folder. A subset of
these blocks, which is fitted in a CFC chart, is also managed in CFC data management.
Clearing up CFC data management

In the CFC menu "Options" > "Block types" (see figure below), the content of the "Blocks"
folder (left-hand window) and CFC data management (right-hand window) are shown. The
right-hand window should only contain the blocks of the SIMATIC BATCH library that are also
installed in the CFC charts (for example UNIT_PLC, MemIDB64, EventSend, IEOP, IEPH,
IPAR…).
All other blocks from the SIMATIC BATCH library that are not used in a CFC chart are removed
from the CFC data management using the "Clean up" button in this dialog. The blocks must
not, however, be deleted from the block folder of the project.
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7.3 PC station (PCS 7 OS / WinCC Explorer)
7.3.1 Compiling the OS
Introduction
SIMATIC BATCH communicates with the automation system via the defined PCS 7 OS
(message OS). As a result, on completion of PCS 7 basic configuration and following every
change to the batch process cell data, the PCS 7 OS must be compiled. This downloads all
the BATCH objects as WinCC tags to the appropriate PCS 7 OS. Only after compiling the PCS
7 OS is it possible to generate the correct full runtime name when generating the batch process
cell data. Before downloading the batch process cell data, the WinCC projects must first be
downloaded.

1. Right-click on your OS within your PC station and select the OS > Object properties
command from the shortcut menu.
2. Open the "Target OS and Standby OS" tab.
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3. Select the "Create/update archive tags" check box if you want to archive with automatic
assignment of an archive tag. This setting is effective for all parameters for which the
"S7_archive" attribute is set.
5. Select the menu command Options > Wizard Compile multiple OS > Start.
6. In the next Wizard dialogs, follow the normal procedures for PCS 7. Select the operator
stations, the S7 programs and then the scope of the compilation. There are no specific
SIMATIC BATCH settings necessary.
Note
The default compilation mode for PCS 7 is area-oriented compilation (OS area). This setting
can be changed by calling the menu command Options > Wizard Compile multiple OS >
Compile mode.
You cannot change between area-oriented and AS-oriented compilation within a project or
multiproject.
See also
How to compile and download the process cell data (Page 204)
7.3.2 PCS 7 OS - change project type
Change WinCC project type

If in WinCC Explorer you change the project type of a PCS 7 OS, for example from a multi-
user project to a single user project, then the OS Project Editor must be run in the complete
configuration mode. This is the only way for the necessary applications to be entered in the
PC's start-up list and to ensure data consistency in process mode.
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7.4 BATCH engineering
7.4.1 BATCH configuration dialog
Downloading automation data to the BATCH server

The BATCH configuration dialog is the Control Center for BATCH engineering. The aim of
configuration is to make available all necessary data from the PCS 7 basic configuration and
the BATCH configuration to the SIMATIC BATCH server for the automation task.
Figure 7-1 BATCH configuration dialog
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Project data from the PCS 7 basic engineering is collected in the form of objects in a structure
in the navigation area for SIMATIC BATCH. When you select an object in the navigation area,
its properties are then displayed and special context-dependent functions are offered.
Note
All actions in the BATCH configuration dialog must be made in the same PCS 7 project
exclusively from one PC.
Following the creation of Batch objects (units and equipment modules) in basic engineering,
the name of your batch process cell must not be changed, neither in SIMATIC Manager within
the plant view nor in the BATCH configuration dialog in the process cell settings.
Following the actions "Retrieve", "Save as", "Save as with reorganization" and "Reorganize"
in SIMATIC Manager, you must generate the BATCH types and compile/merge the BATCH
instances in the BATCH configuration dialog prior to distributing the batch data.
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Validation
During configuration, a validation signals possible errors and warnings. The objects concerned
are marked immediately by a colored lightning symbol in the navigation area. If you click on a
faulty object, you can then display and print out the corresponding report in the log area. The
log provides information on errors and warnings in the configuration.
Figure 7-2 Log
Access protection
Access protection for projects configured for PCS 7 engineering also affects the BATCH
configuration dialog. For functions that affect changes in basic engineering, you need to
authenticate yourself with SIMATIC Logon.
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Overview of the dialog landscape for the BATCH configuration dialog
Figure 7-3 BATCH configuration dialog
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Figure 7-4 Settings in the multiproject or project
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Figure 7-5 Stations, CPU memory configuration
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Figure 7-6 Generating batch types
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Figure 7-7 Merge batch instances
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Figure 7-8 Downloading a batch process cell
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Figure 7-9 Downloading a batch process cell is not possible
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Figure 7-10 Downloading a batch process cell
Online help for STEP 7> What you need to know about access protection
7.4.2 BATCH engineering overview
Requirement for the BATCH engineering

All the relevant points from the PCS 7 basic engineering have been performed and the PCS
7 OS was compiled and downloaded.
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SIMATIC BATCH engineering

Below, you will find a list of configuration steps that are required for BATCH engineering:
1. Start the BATCH configuration dialog in the SIMATIC Manager using the SIMATIC BATCH
> Open configuration dialog command.
2. In the BATCH configuration dialog, select the highest folder in the navigation area and click
"Settings" in the shortcut menu. Check the settings in all the tabs are set the system
characteristics. Select the OS to which Batch message texts are transferred.
3. If you want to use the "AS-based" mode, you will need to go to the "Stations" folder and
enter or select the percentage of total memory you are using for the allocation of recipe
logic.
4. Update the stations. The necessary S7 connection in the BATCH application is generated
and assigned parameters automatically.
5. Edit the assignment of control strategies.
6. Edit the assignment of parameter groups.
7. Generate the batch types. In a multiproject, you can propagate the batch types to the
projects.
8. Compile the batch instances or merge the batch instances in a multiproject.
9. Assign WinCC archive tags to the configured measured values.
10.Select the folder of your batch process cell in the navigation window. Transfer the messages
to the assigned PCS 7 OS.
11.Download your batch process cell to the database on the SIMATIC BATCH server.
If your configurations have repercussions for the PCS 7 basic data or the BATCH process
cell data, you will be informed of this in the "Loading the process cell data is not possible"
dialog. Configurations that still need to be performed can be started immediately from this
dialog. You can then download the batch process cell.
WARNING
Change to reserved areas in the S7 program
If you change the "Areas reserved for other applications ..." in a S7 program (under Open
CFC chart and then select "Options >Settings >Compile/Download" and make changes),
new block numbers are assigned to the DBs and FCs in the current S7 program. As a
result the DB and/or FC information saved internally for SIMATIC BATCH has to be
updated.
Following a change to the reserved areas you will need to run the SIMATIC BATCH
engineering again.
Memory configuration of the CPU being used (Page 210)
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7.4.3 Symbols in the BATCH configuration dialog
Meaning of symbols in the BATCH configuration dialog
Object / symbol Meaning

Remote process cells
STEP 7 multiproject
STEP 7 project
S7 programs/stations
Automation systems
CPU
S7 program
Connections
Batch process cell
Neutral folder, structuring element
Batch instances
Batch types
Data types
Units of measure
Phase and operation types
Phase type, operation type based on IEPH/IEOP interface block

Phase type, operation type based on IEPH/IEOP interface block and SFC type, mixed
type
Phase type, operation type based on SFC type
Phase type, operation type based on SFC type with control strategy
Process tag types
Process tag type

Equipment properties
Unit of measure
Enumeration as control strategy
Floating point number
Integer
String
Boolean
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Object / symbol Meaning

Enumeration
Material
Input material
Output material
Equipment property of LOCATION data type as source
Equipment property of LOCATION data type as destination

Equipment property of LOCATION data type as via
Equipment property of LOCATION data type
7.4.4 Automatic parameter assignment of the BATCH blocks
Conceptual overview
In the BATCH configuration dialog, the BATCH blocks used from the basic engineering (SFC
types or BATCH interface blocks) have parameters assigned automatically.
The elements and blocks for both modes (AS-based and PC-based) are briefly listed below
and their functions described.
Unit blocks: UNIT_PLC replaces IUNIT

For AS-based mode, you will need to replace the IUNIT block with the UNIT_PLC block. The
UNIT_PLC block contains the functionality of the IUNIT interface block including the AS-based
runtime system.
Automatic parameter setting of BATCH blocks in the BATCH configuration dialog

The SIMATIC BATCH configuration dialog reads and writes parameters at the blocks during
configuration:
● Determination of all instance data blocks (IDB).
● Writing information to the corresponding inputs of the runtime blocks
● Reading the parameter addresses of the SFC instances
● Creating NetPro S7 connections
● Creating equipment properties DBs (EQM) using the information from the equipment file
(EQM)
● Copying the template CFCs
● Parameterizing the blocks in the template CFCs
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Messages for batch processing

Messages for batch processing are generated in the AS via the UNIT_PLC block. These
messages are downloaded to the PCS 7 OS by the AS-OS engineering. All blocks that are
placed in the CFC can create messages with the "Alarm_8P" block.
7.4.5 How to compile and download the process cell data
Basic procedure
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Compile OS
See chapter "PC station", paragraph "Compile OS (Page 188)".
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Specifying the message OS and for transferring the batch messages

In many Batch process cells, the process automation is not only recipe-controlled. In other
words, it is perfectly possible that there is one or more OS servers in the process cell that do
not have any batch-relevant data. This means that the batch-relevant operator stations must
be specified for SIMATIC BATCH. To achieve an optimum load distribution, you can select a
message OS to which SIMATIC BATCH sends its messages.
● Specifying the message OS
You must select a suitable OS to which SIMATIC BATCH sends its messages. The
message OS is also the communication OS for the BATCH server.
● Transferring batch messages
The message texts of all BATCH messages are transferred via the function "Transfer
messages" in the selected OS.
Compiling Batch process cell data

These must be generated (compiled) for use of the process cell data via SIMATIC BATCH.
After complete configuration of all process cell data and also after any change in process cell
data these must be recompiled prior to loading.
The compilation of the process cell data (Page 212) is performed by the "Compile" function.
During this process, the process cell data are compiled and validated. Any possible errors are
displayed and entered in a test log. If the data are not plausible they will not be complied.
Loading WinCC projects

WinCC projects continue to be transferred to PCS 7 operator stations independent of SIMATIC
BATCH with the "Download to target system" function. The download procedure for the
process cell data to the BATCH server and BATCH clients remains unchanged. You must,
however, make sure that the WinCC projects are downloaded before you start the BATCH
downloads.
Note
If a PC station with a redundant WinCC application (stby) is loaded on a new PC, SIMATIC
BATCH does not automatically recognize the destination path for the standby OS. If this
happens, then open the BATCH configuration dialog, select your batch process cell from the
process cell data and click on the "Settings" button. Click on the "Update" button in the Settings
dialog, "Distribution" tab. The new computer name is registered.
Downloading BATCH process cell data

After compiling the process cell data successfully, it is transferred to the BATCH server,
database server and the BATCH clients. The process cell data is downloaded (Page 214)
automatically using the "PLC Download" function.
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Reading in information about Batch process cell data (not included in the "Basic procedure" graphic)
This is executed explicitly via an operation so that the process cell data can be specifically
imported into the batch system. This can be entered at any BATCH client within BatchCC.
There is an internal comparison and synchronization of the new with the old process cell data.
For more information about reading in the process cell data (Page 303), refer to the chapter
"BATCH Control Center".
7.4.6 Display number of units

If you want to know how many available units (UNIT_PLC instances) are in your project, for
example, to be able to order the required licenses for SIMATIC BATCH, open the
corresponding log in the BATCH configuration dialog.

1. Open the BATCH configuration dialog with the Options > SIMATIC BATCH > Open
configuration dialog menu command.
2. Select the folder of your batch process cell (process cell folder) in the navigation window.
3. Click on "Display" in the "Protocol" area.
Result
The log window is displayed with the data. The number of configured and available units is
also displayed.
See also
Delivery type of SIMATIC BATCH (Page 80)
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7.4.7 Configuring control strategies
Basic procedure
You can configure control strategies for equipment phases or equipment operations in different
ways:
● Configuration of SFC types
When you configure the SFC type, you can also use the characteristics function to specify
the control strategies that are valid for this equipment phase/operation. In addition to this,
the amount of parameters can also be put together based on the setpoints for each control
strategy.
● Configuration of SFCs (SIMATIC Manager and SFC editor)
New control strategies are configured using newly created enumerations with their
properties and the interconnection of the IEPAR_ENUM block with the required IEPH/IEOP
block.
● Configuration in the BATCH configuration dialog
New control strategies are created using new user data types and the assignment of
operation types/phase types as the data type for the control strategy parameter in the
Control strategies and control strategy parameters are included in the process cell data when
you compile and are therefore available later in the BATCH Recipe Editor.
Result: After reading in the type description in the BATCH configuration dialog with the
"Generate" button, the control strategies you edited in this way are indicated by a red flag and
shown under phase types.
Note
Setpoints for the current and prepared control strategy are checked regardless of operating
mode (automatic, manual). When you prepare a control strategy, you must also prepare limits
for the associated setpoints. Otherwise the check will result in an error message.
Procedure for SFC types

Result: in the properties of the SFC type on the "Options" tab, the configured control strategy
is displayed in a check box under Control strategy selection. By enabling or disabling this, you
can decide which control strategies of the SFC type will be passed on to the SFC instances.
Procedure for SFCs

In the SFC, you create the following SFC types for SIMATIC BATCH with the following
characteristics:
● EOP (equipment operation)
● EPH (equipment phase)
The type (EOP or EPH) and the type name are specified for the SFC type. This creates the
interface to SIMATIC BATCH.
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The following can be created as characteristics of the SFC type:

● The control strategies of the equipment operation/phase
● The setpoints (parameters) of the equipment operation/phase
The process values of the equipment operation/phase are derived from the setpoints.
SFC types created in this way (= BATCH type blocks) are stored in the chart folder.
In CFC, these BATCH type blocks are available in the " Other blocks" library or the family
assigned to the SFC type, for example batch and can be inserted and interconnected by
dragging them to the CFC chart.
Procedure without a PCS 7 project (BATCH configuration dialog)

1. Open the BATCH configuration dialog with the Options > SIMATIC BATCH menu command.
2. For operation/phase type, create a new parameter, for example fw_param an. Select the
required "Phase type" under "Phase types" in the left-hand window and then click the "New"
button. Result: A new type parameter is created.
3. Select the "Control strategy parameter" check box. Press the "Edit" button to the right of
the "Control strategy parameter" check box. Assign the required setpoints (parameter data
record) to each control strategy in the open properties dialog for the control strategies
"Control strategies of FW_heat".
4. Assign the correct control strategy (for example FW_Heat) on the right in the "Assigned
data type" list box. Condition: The corresponding control strategy must be available in the
data types.
5. Close the BATCH configuration dialog with "OK".
Result: The new control strategy appears in the BATCH configuration dialog with the
corresponding user data type.
Note
Please make sure that the planned configuration of the control strategies in your PCS 7 project
matches the one in the BATCH configuration dialog.
Control strategy symbols

The following control strategy symbols are defined in the BATCH configuration dialog:
Symbol Meaning
Enumeration as control strategy
SFC type with control strategy
CFC with control strategy
Further references
For more detailed information on programming a sequential control and defining the SFC
characteristics, refer to the online help of SFC (<F1> or menu command Help > Contents).
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7.4.8 Assigning control strategies
BATCH configuration dialog

If you have created an equipment property as control strategy with different control strategy
parameters for different units in basic engineering, you can specify in the "Control strategies
of" dialog which of these parameters can be displayed and used for the configuration when
selecting a unit. It is a filter that you use to determine the selection of parameters unit by unit.
Requirement
● A control strategy with control strategy parameters has been created.
● BATCH parameter blocks "IEPAR_Type" have been interconnected using the
"EPE_CONN" I/O at the "UNIT_PLC" unit block.
● The created control strategy and a start value were assigned at all "SP_VAL" I/Os of the
"IEPAR_ENUM" BATCH parameter block.
● All data from basic engineering have been compiled and downloaded.
● The batch types have been generated and propagated, if necessary, in the BATCH
configuration dialog and the batch instances have been compiled and merged.
Dialog in the BATCH configuration dialog

Select the "Equipment properties" folder within the batch types of your Batch process cell and
select the control strategy (enumeration type with control strategy parameters). The "Edit"
button is displayed in the properties under control strategy parameters. The "Control strategies
of equipment properties" dialog opens when you click this button.
Figure 7-11 Control strategy assignment
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First, select a unit in the dialog. Then, select or clear the check boxes to define which
parameters of a control strategy are to be available for recipe engineering.
Configuring dynamic unit parameters (Page 718)
7.4.9 Obtaining the memory configuration and setting the allocation
Getting the available memory on the AS

The memory available in the AS depends on the type of CPU and with older CPUs also on the
number of memory modules used. The work memory is split. Half is in a fixed code area and
half in a fixed data area.
Proceed as follows to determine the amount of memory currently available:
1. Right click on the CPU in the SIMATIC Manager and select "PLC -> Module Information"
2. Select the "Memory" tab. In the displayed dialog, you can recognize the current
configuration of the data and code memory of the selected CPU.
Storage of recipe logic

The recipe logic is stored on the AS in data blocks of the type "MemIDB64" in the data area
of the work memory. The data blocks are saved in the CFC chart "@ASB_Mem".
Allocation of work memory

The figure shows the dialog for individually setting the allocation of work memory with data
blocks for storing of recipe logic.
Blocks cannot be created and fitted during the AS runtime.
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● Memory configuration (code+data)

In this box, enter the memory configuration of your CPU that you obtained online.
● Allocation for recipe logic
Select the percentage of the memory configuration to be reserved for the recipe logic. The
following selections are available: 0%, 10%, 20%, 30%, 40% and 50%.
Example
The memory setup of a CPU 417 is specified as 30 megabytes. 15 megabytes of this is code
memory and 15 megabytes data memory. In our example, 20% of the memory is to be reserved
for the recipe logic. This means that: 20% of 15 MB, i.e. 3 MB, are allocated for data blocks.
A data block of the type "MemIDB64" has a size of 64 KB. This means that 3 MB = 3072 KB
divided by 64 KB corresponds to 48 data blocks contained in the "@ASB_Mem" CFC chart.
This calculation and the resulting installation of this number in the CFC chart is handled by the
system in the BATCH configuration dialog.
How many data blocks do I need?
The more batches processed simultaneously on a unit in one AS, the greater the number of
instance blocks required.
A master recipe executed on the AS requires at least 2 data blocks. Twenty batches running
simultaneously with this control recipe require 40 data blocks in the "@ASB_Mem" CFC chart.
Result: The 20% allocation of the data area in work memory is adequate.
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7.4.10 Compiling the Batch process cell data in single project engineering
Introduction
The process cell data is compiled by using the "Compile" function in the BATCH configuration
dialog. At the same time, the process cell data are checked for plausibility. Possible errors are
displayed and stored in a test log. If the data is not valid, it will not be compiled.

1. Open the BATCH configuration dialog with the menu command Options > SIMATIC
BATCH.
2. Select the "Batch instances" folder under process cell data in the left window.
3. Click the "Compile" button in the area on the right.
Result: If the validation is successful, the process cell data is compiled. A log is created
that you can display as follows:
In the BATCH configuration dialog: under Log >: "Compile" setting > "Display" button
4. Select the process cell object under process cell data in the left window.
5. Click the "Transfer to OS" button in the area on the right.
Result: A dialog opens with all operator stations of the project that were defined as Batch-
relevant when the settings were made in the "OS objects" tab. In the "Status" column, you
will see the current status displayed. Here, you can see whether or not the OS-relevant
data has already been transferred.
6. Press the "Start" button.
Result: The messages and the OS-relevant data are transferred. A log will be created that you
can display as follows:
In the BATCH configuration dialog: under Log -> "Transfer to OS" setting -> "Display" button
7.4.11 Compiling the process cell data in multiproject engineering
Introduction
The process cell data are compiled with the function "Compile" in the BATCH configuration
dialog. This means that the process cell data are checked for plausibility. Possible errors are
displayed and stored in a test log. If the data are not plausible they will not be complied.

1. Open the BATCH configuration dialog with the Options > SIMATIC BATCH menu command.
2. In the left window under process cell data select the "Batch instances" folder.
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3. Click the "Merge" button in the area on the right.

Result: A dialog opens display all Batch-relevant projects. In this dialog, you can compile
the batch process cell data of all projects and then merge the data.
4. Here, you select the projects whose process cell data will be included:
With the central "Include" and "Compile" check boxes in the table header, all necessary
settings for the individual projects are made automatically depending on the status. If, for
example, the status for a project is "Types not up-to-date", the "Compile" check box is
automatically selected when the project is included.
Note
Compilation is also possible in every individual project of the multiproject.
If projects are removed for editing, the check boxes are inactive (grayed out). If process
cell data compiled earlier for this project already exists, this data is also adopted.

6. Click the "Close" button.
7. Select the process cell object under process cell data in the left window of the BATCH
8. Click on the "Transfer to OS" button in the right area.
Result: A dialog opens with all operator stations of all projects of the multiproject that were
defined as Batch-relevant when the settings were made in the "OS objects" tab.
Result: All Batch-relevant data (messages and user data types) is downloaded to the
appropriate operator stations.
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Results:
● After a successful validation the process cell data will be compiled. A log is created that
you can display as follows:
In the BATCH configuration dialog: under Log ->: "Merge" setting -> "Display" button
Note
The display of validation events in the "Merge/compile PCell..." dialog and in the BATCH
configuration dialog may differ in the following situations:
● Only warnings (yellow arrow) or 'everything OK' is shown at the individual projects in
the "Merge/compile PCell..." dialog. Everything within the project is correct as far as the
validation is concerned.
● Errors (red arrows), are shown in the BATCH configuration dialog, however. These are
errors which occur in relation to other projects and are therefore shown in the overall
The concrete cause can be found in the merge log.
● The messages and the OS-relevant data will be transferred. A log is created that you can
display as follows:
In the BATCH configuration dialog: under Log -> "Transfer to OS" setting -> "Display"
button.
Tip
Do not forget to run the "Compile OS" function before compiling and downloading. This avoids
the display of errors in the runtime names when you compile the process cell data.
7.4.12 Compiling and Downloading Batch Process Cell Data
Introduction
After configuring for the first time in the BATCH configuration dialog, you have the option of
performing the entire BATCH engineering in this dialog using the function SIMATIC BATCH >
Compile/Download function in the SIMATIC Manager. The dialog consists of two tabs in which
you can make the required settings.
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"Merge / Compile" tab
Figure 7-12 Decide whether or not you want to generate the batch types prior to compilation and whether you want to transfer
the batch messages to the PCS 7 OS. You can do this by selecting or deselecting the relevant check box.
"Download" tab
The dialog is shown below. Components that need to be downloaded are activated
automatically by the system. By selecting the check box in the "Component" table column title,
all configured components are downloaded.
Requirement for downloading the BATCH process cell data

To ensure data consistency, the AS and OS engineering must be completed in the SIMATIC
Manager prior to downloading the BATCH process cell data. The following sequence should
be followed:
1. Compile and download the automation systems
2. Compile and download the PCS 7 OS server
3. Merge/compile and download the BATCH server and BATCH clients
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Procedure in the "Settings" dialog in the SIMATIC Manager

1. In the "Settings" dialog, open the "Download" tab with the menu command Options >
SIMATIC BATCH > Compile/Download.
2. In the "Merge/Compile" tab, you can decide whether or not the batch types are generated
prior to merging/compiling and whether the messages should be transferred to the PCS 7
OS.
3. Go to the "Download" tab.
4. In the "Download" tab, all PC stations for BATCH servers (single, redundant), database
servers and BATCH clients are displayed with information about their download status.
5. Press "OK" to start the download processes based on your settings on the components.
6. When successfully completed, the "Downloaded" status is shown for the respective
components in the dialog. A log of the individual configuration steps is also displayed.
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Changes to basic automation
Note
If the basic automation in the ES is modified, for example, if you make changes to CFC/SFC
charts, SFC types, in HW Config, in the plant hierarchy, in AS-OS engineering etc., the BATCH
process cell data must be downloaded again.
Download of new process cell data
Note
When you download the data of another BATCH project, make sure that all BATCH servers
(redundant servers) have been restarted. This is the only way to ensure that all BATCH servers
are connected to the newly loaded project when the new project is selected.
Actions in the SIMATIC Manager
Note
Following the actions "Retrieve", "Save as", "Save as with reorganization" and "Reorganize"
in SIMATIC Manager, you must generate the BATCH types and compile/merge the BATCH
instances in the BATCH configuration dialog prior to distributing the batch data.
7.4.13 Multiple instantiation of the same block types within a unit
Introduction
As of SIMATIC BATCH version 8.1, multiple instances of the same SFC type can be addressed
within a unit.
To distinguish between multiple block instances of an SFC type within a unit, the block instance
names must be different.
Up until SB version V8.1, configurations with more than one instance for a function or operation
type within one unit were rejected with a plausibility error during compilation or merging of the
batch instances.
Principle
The instance mode (more than one instance for a phase/operation type per unit) has been
added to the current type mode (a maximum of one instance for a phase/operation type per
unit).
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The system automatically switches to instance mode as soon as the condition is met in at least
one of the units (several instances per type).
Note
Type and instance mode
Before beginning the configuration work, select the mode in which the process cell is to be
operated.
Basically, instance mode is only recommended for new process cells.
Converting an existing process cell from the type mode to the instance mode can have serious
consequences. The consequences may only become apparent later, and thereby make more
work necessary.
Type mode
Only type names are displayed in type mode.
Instance names are not displayed.
The instance names in the units can be freely assigned.
If you want to switch from type mode to instance mode, make sure that the unit switchover
possible in type mode is also available in instance mode when assigning the instance names.
You may need to adapt the instance name.
In the example, it would not be possible to switch between the two units for the mentioned
types in instance mode.
SFC type Unit 1 Unit 2 Remark

Dosing DosiU1 DosiU2 Both units already include one instance each for the Dosing type.
Heat HeatU1 HeatU2 Both units already include one instance each for the Heat type.
Agitation AgitU1 AgitU2 Both units already include one instance each for the Agitation type.
Instance mode
Only instance names are displayed in instance mode.
Type names are not displayed.
At least one instance name should be identical in each unit so that you can switch between
units.
In the table below, these are the instances "DosiInst", "HeatInst" and "AgitInst".
The instances "AgitInst1", "AgitInst2" und "AgitInst3" can only be used in the corresponding
unit.

Dosing DosiInst DosiInst The "DosiInst" instances can be used in both units equally.
Heat HeatInst HeatInst The "HeatInst" instances can be used in both units equally.
HeatInst1 The instance "HeatInst1" can only be used in unit 1.
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Agitation AgitInst AgitInst The "AgitInst" instances can be used in both units equally.
AgitInst1 AgitInst3 The instances "AgitInst1" and "AgitInst2" can only be used in unit 1
AgitInst2 and "AgitInst3" can only be used in unit 2.
Summary of the main requirements

● If there is a maximum of one block instance per phase or operation type per unit in all
available units, the entire batch process cell is in type mode.
● If there is more than one block instance per phase or operation type in at least one unit,
the entire batch process cell is in instance mode.
● If the corresponding requirement is met, the system switches internally from type mode to
instance mode and vice versa.
● You can only configure more than one instance per type in a unit for SFC types. The
instance mode is therefore only possible with SFC types. This is also true for a mixed type
configuration, which means multiple instances are only possible with SFC types.
● The instance mode is not possible with pure (I)EPH types or even with BATCH flexible
V4.02 blocks.
● The type comment is displayed when the instance in the recipe or in the batch is not defined.
An instance, for example, is not defined when the strategy "The longest out of use",
"Operator selection" or "Process parameters" is selected in the Recipe.
The instance comment is displayed when the instance in the recipe or in the batch is defined.
● Switching the modes (type mode to instance mode or vice versa) results in a message box
in SIMATIC BATCH Engineering.
The message box must be acknowledged so that download to the BATCH system is
possible.
The note is important because many problems can occur during switching, for example,
when naming instances that cannot be corrected automatically.
Selecting a standard instance in the BATCH configuration dialog

When multiple instances of an SFC type exist in a unit, then the instance that is available with
the same name in all (or as many as possible) units should be selected as default instance in
the BATCH configuration dialog.
For function and operation types, select the block instance name of the standard instance in
the drop-down list at the type in the "Standard instance" row.
This standard instance is then the instance that is used when migrating a type mode project
to an instance mode project. A corresponding note is displayed if not all units have instances
of this type (i.e. an instance with this name).
If the user does not select a standard instance, a random instance is selected as standard
instance name when generating the batch types.
If the selection is made manually, this is always retained. The selection can be changed or
reset at any time so that the selection is once again made automatically.
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If there are multiple instances within a unit, the following is checked in the BATCH configuration
dialog:
● Is the instance name unique?
If the instance name is not unique, a corresponding plausibility error is output.
● Has a common instance name been assigned in all units where this SFC type is used?
If no common instance name has been assigned, a corresponding note is displayed.
Effects on involved components

Reports
Only the instance name is displayed in the recipe report and in the batch report for instance
mode.
SIMATIC BATCH COM API
The associated instance name and not the type name is displayed at the instances for the
"GetObjectData" XML functions in instance mode.
SIMATIC BATCH OS controls
Types with multiple instances have no effects on OS controls.
Process tags
Process tags (TAGCOLLs) behave in accordance with the type mode.
Transition conditions
Transition conditions with TAGCOLL tag behave in accordance with the type mode.
7.4.14 Simultaneous compilation and download

PCS 7 also provides a complete function "Compile and Download" for all PC stations (including
operator stations) that can also be used for a Batch process cell.

1. In the Component view or Plant view, select the single project or multiproject and then
select PLC > Compile and download objects in the context menu.
The "Compile and download objects" dialog box opens.
2. Select the "Process cell" among the objects and then click the "Edit" button in the section
"Settings for compilation/download".
SIMATIC BATCH V9.0

Engineering
3. Make the following settings in the tabs:

– In the multiproject in the "Merge/compile" tab: Here, select all projects to be included
when generating the batch process cell data.
– In the "Transfer" tab of the single project / multiproject: Here, select the message OS
and the batch-relevant operator stations.
– In the "Download" tab of the single project / multiproject: Here, select components to be
downloaded (BATCH server, BATCH clients, DB server)
In the "Compile" and "Download" columns of the "Compile and download objects" dialog
box, specify the objects to be included in the compilation or download.
5. Click on the "Start" button.
Note
In a multiproject, only the process cell below a project of the multiproject needs to be
selected and the options "Compile" and "Download" only need to be specified for this project.
7.4.15 Communication monitoring
Communication monitoring
With SIMATIC BATCH, you have the ability to monitor the communication between BATCH
server, PCS 7 OS server and the AS. The communication monitoring is performed by the unit
block, UNIT_PLC (FB 266). You define the configuration in the BATCH configuration dialog
under the settings in the "System characteristics" tab in the "Monitoring times" area. When
configuring communication monitoring in a distributed system, take the following into
consideration:
● The times involved in a redundancy failover
● The critical times in the process
UNIT watchdog (sign of life monitoring)

The monitoring of the "UNIT_PLC" unit blocks is controlled by the BATCH Control server. If
there is no update or reset of the counter for configured time interval, is disconnect is signaled
at the UNIT_PLC block, to which the automation system can respond. Time monitoring is active
only when the unit is occupied by a batch. If a unit is allocated manually using the corresponding
"UNIT_PLC" faceplate, communication monitoring (UNIT watchdog) is not activated.
Using the UNIT watchdog

Communication monitoring complements the redundancy concept. However, it can also be
used without redundant servers, for example, with a single station system. On the other hand,
it is also not necessary to activate communication monitoring for a redundancy failover. It
should be used in particular to protect a critical automation process.
SIMATIC BATCH V9.0

Engineering
Setting the UNIT watchdog
Note
Process tolerance
If both mechanisms, redundancy and UNIT watchdog are active, please note the following
when setting the time interval:
The time interval should always be selected in accordance with the process tolerance, in such
a way that a significant increase in the switchover time can be detected and responded to at
any given time. Depending on the backup measures of the process initiated, the
synchronization of batches by batch control may take longer following the failover or is no
longer possible automatically. In this case, the operator will need to intervene manually to
continue the batches.
BATCH Configuration dialog > "System characteristics" tab (Page 976)
7.4.16 Working with several process cell projects
One BATCH server per project
Note
In the scenarios described below, the rule that only one BATCH server can be configured per
S7 project/multiproject still applies.
Several process cells of different S7 projects

With SIMATIC BATCH, it is also possible to generate BATCH servers and BATCH clients in
multiple S7 projects. For example, you can run three S7 projects each with three PCS 7
operator stations and the same multiclient (with BATCH client). The multiclient (with BATCH
client) can communicate with the BATCH server of each S7 project.
The various process cell projects belonging to the S7 projects can be opened simultaneously
by the BATCH client. In this case, the batch applications must be opened more than once. The
display of several process cell projects within a batch application, for example within a BatchCC
is, on the other hand, not possible.
Running different projects on one BATCH server

You can run different process cell projects on one BATCH server in succession: Several
projects can be loaded on a single BATCH server PC. However, only one process cell project
(i.e. one BATCH server) can be active at any one time. This is advantageous, for example,
when the "correct" project and a test project need to be run separately without either modifying
the data of the other process cell project.
SIMATIC BATCH V9.0

Engineering
By selecting the OS project (PCS 7 OS changes to runtime), a switchover is made on the

BATCH server PC. SIMATIC BATCH recognizes which process cell project belongs to which
OS project.
Switching over the BATCH client

The assignment of the BATCH client <-> BATCH server is generally made during configuration
in the engineering system. After reading in the process cell data, a BATCH client then operates
with the process cell project of the corresponding BATCH server.
If there is information on more than one process cell project on the BATCH server, a selection
dialog with all existing process cell projects is displayed on the BATCH client after selecting
the menu command Program > Read in new process cell . By selecting a process cell project,
you establish the connection to the BATCH server (and therefore also to the required process
cell project).
7.4.17 Downloading to the target system, changes
Selective download (CFC editor)

The SIMATIC PCS 7 function can be used in conjunction with SIMATIC BATCH.
Note
Observe the information in the Process Control System PCS 7, CFC for SIMATIC S7 manual
or in the section "Selective download of individual charts" in the online help, CFC for SIMATIC
S7.
Global data blocks must be loaded

When delta loading in the CFC, you must ensure that the "Include user data blocks" option
button is selected.
You make this setting in the "S7 Download" tab when you load the S7 program in the CFC
from the BATCH configuration dialog or from the SIMATIC Manager.
SIMATIC BATCH V9.0

Engineering
7.4.18 Specifying the type description of the process cell
7.4.18.1 Type description of the process cell
Introduction
As the basis for creating recipes in SIMATIC BATCH, the type description of the process cell
must be generated or edited and, where necessary, synchronized with the block instances of
the CFC charts. The following types can be defined for creating recipes.
Batch types (type description of a process cell)
Type Editing options and results

Data types The system specifies the standard data types floating point number, integer,
string, input material, output material, material (V4), and Boolean.
You can also create custom data types and edit their properties.
Units of measure You can create new units of measure and edit their properties.
SIMATIC BATCH V9.0

Engineering
Type Editing options and results

Operation types, To allow recipe creation purely on the basis of types, types must be specified
phase types and proc‐ without the block instances for them existing.
ess tag types ● Operations types: Type information for the equipment operations (EOP)
● Phase types: Type information for the equipment phases (EPH)
● Process tag types: Type information of the TAG_Coll blocks
Operation types and phase types can be assigned control strategy parame‐
ters.
Equipment You can create equipment properties for units and change their properties.
properties
Configuring the type description

You generate or edit the batch types in the BATCH configuration dialog. The procedure
depends on the answers to the following questions:
● Are you using a single project or multiproject?
● Are you using SFC types or BATCH interface blocks?
Depending on your application, you have various functions available for the batch types.
Functions that cannot be used are grayed out in the BATCH configuration dialog.
Batch types that depend on language
Note
Batch types that depend on the language (user data types, for example) are displayed in
SIMATIC BATCH in the language with which they were created during the configuration of the
type descriptions. Switching the language of the Batch application has no effect in this regard.
7.4.18.2 Type description for the individual project

You configure the type description in the BATCH configuration dialog. You open this dialog in
the Component view and in the Plant view:
● using the Options > SIMATIC BATCH menu command
● by selecting any object and then the SIMATIC BATCH command in the shortcut menu
SIMATIC BATCH V9.0

Engineering

For the type description, the "Batch types" object must be selected on the left side of the BATCH
configuration dialog. Click on expand ("+") to display all possible batch type objects. The
attributes of a type object are displayed under "Properties" on the right side of the dialog.
Display of errors
Validation errors and warnings detected by the functions "Validate", "Compile" or "Generate"
are displayed in the log field and can be visualized with the "Display" button. All errors/warnings
that are subordinate to the selected object will be displayed.
The errors and warnings are also indicated on the object by a red or yellow lightning bolt. By
selecting the object involved and selecting the Display log command in the shortcut menu, the
object-related text for errors and warnings can be displayed:
Error
Warning
If errors/warnings cannot be determined, for example, after a migration, a question mark is

shown on the object icon.
SIMATIC BATCH V9.0

Engineering
7.4.18.3 Executable functions in a single project
Executable functions for the BATCH types in the BATCH configuration dialog
Function Selected object Description

Generate Batch types ● SFC types: Operation/phase types are generated from SFC
types with EOP/EPH IDs.
● BATCH interface blocks: Batch types (units of measure,
operation/phase types, process tag types) are generated
from the instances of the BATCH interface blocks.
Note: If Batch instances, SFC types or TAGCOLLECT FBs are
modified, the "Generate" function must be run prior to compila‐
tion. The same applies to modifications in the PH, for example
after moving or copying CFC charts.
New ● Phase types Creation of phase, operation, and process tag types under the
selected area and creation of the corresponding type parame‐
● Operation types
ters.
● Process tag types
Delete ● Data type You can delete data types, user data types, units of measure
and equipment properties in the selected folder. All non-in‐
● User data type (if present)
stanced objects are deleted. However, they remain available in
● Units of measure the shared declarations and will appear again during the next
● Phase types generation. With operation types, phase types and process tag
types, you can select individual objects and delete them as long
● Operation types
as they have not been instanced.
● Equipment properties
Edit ● Phase types Editing the attributes of the batch types and type parameters.
● Operation types Exception: SFC types
● Process tag types You can find a description of how to edit SFC types in the sec‐
tion "Creating a new SFC type (Page 167)".
Additional functions Batch types Printing:
Print Print all batch types of the process cell in tabular form.
Additional function ● User data type (if present) List of all instances that refer to this type object. Certain attrib‐
Display utes can be selected using a filter.
● Units of measure
● Phase types
● Operation types
Log Batch types Display of the logs of the executed "Generate" function
To do this you must select the executed function in a drop-down
selection list and then click on the "Display" button.
SIMATIC BATCH V9.0

Engineering
7.4.18.4 Type description in a multiproject

In a multiproject, the type description is configured only in the multiproject itself.
The batch types cannot be modified in any of the projects booked into the multiproject; in other
words, no batch types can be edited or added.
If a project is removed for editing of the multiproject, you can specify whether or not the batch
types can then be modified in this project. This applies to current batch types and every project
of the multiproject (enable editing for the condition). This means that you have the option of
adapting (updating) your own batch types in every project to those of the multiproject.
Note
All projects in the multiproject have the same rights and priorities.
Projects with Batch configurations require the creation of a Batch process cell. The batch types
are managed only in the specific projects.
You configure the type description in the BATCH configuration dialog. You open this dialog in
the Component view and in the Plant view:
● using the Options > SIMATIC BATCH menu command
● by selecting the multiproject and then the SIMATIC BATCH command in the shortcut menu
SIMATIC BATCH V9.0

Engineering

For the type description, the "Batch types" object must be selected on the left side of the BATCH
configuration dialog. Click on expand ("+") to display all possible batch type objects. The
attributes of a type object are displayed under "Properties" on the right side of the dialog.
Display of errors
Validation errors and warnings detected by the functions "Validate", "Compile" or "Generate"
are displayed in the log field and can be visualized with the "Display" button. All errors/warnings
that are subordinate to the selected object will be displayed.
The errors and warnings are also indicated on the object by a red or yellow lightning bolt. By
selecting the object involved and selecting the Display log command in the shortcut menu, the
object-related text for errors and warnings can be displayed:
Error
Warning
If errors/warnings cannot be determined, for example, after a migration, a question mark is

shown on the object icon.
SIMATIC BATCH V9.0

Engineering
7.4.18.5 Executable functions in a multiproject
Executable functions for the BATCH types in the BATCH configuration dialog

Generate Batch types ● SFC types: Operation/phase types are generated from SFC
operation/phase types, process tag types) are generated
from the instances of the BATCH interface blocks.
● In multiproject engineering, this command generates the
batch types from the SFC types or BATCH interface blocks
of all projects of the multiproject.
modified, the "Generate" function must be run prior to compila‐
tion. The same applies to modifications in the PH, for example
after moving or copying CFC charts.
Propagate Batch types Notification of the complete type description to the individual
projects of the multiproject.
After executing this function, you can select the projects to be
involved in the propagation of the batch types in a dialog box.
The type descriptions of all selected projects are then consis‐
tent.
selected area and creation of the corresponding type parame‐
● Operation types
ters.
Delete ● Data type You can delete data types, user data types, units of measure
and equipment properties in the selected folder. All non-in‐
stanced objects are deleted. However, they remain available in
● Units of measure the shared declarations and will appear again during the next
● Phase types generation. With operation types, phase types and process tag
types, you can select individual objects and delete them as long
● Operation types
as they have not been instanced.
● Process tag types You will find a description of editing SFC types in the section
"Creating a new SFC type (Page 167)".
Additional functions Batch types Printing:
Print Print all batch types of the process cell in tabular form.
SIMATIC BATCH V9.0

Engineering

Additional function ● User data type (if present) List of all instances that refer to this type object. Certain attrib‐
Instances: Displays utes can be selected using a filter.
● Phase types
● Operation types
Log Batch types Display of “Generation“ log.
7.4.18.6 Executable functions in a project of a multiproject
Functions available in the BATCH configuration dialog

Additional function: Batch types Prints all batch types of the process cell in tabulated form.
Print
Additional function: ● User data type, if available List of all instances that refer to this type object. You can
Display select certain attributes via a filter.
● Phase types
● Operation types
Log Batch process cell Display of the validity log.
Batch instances Display of the compile log.
Update Batch types Updating the batch types in this project (importing the batch
types of the multiproject).
Check validity Batch process cell The validity of the project is checked.
Compile Batch instances Compiles the batch instances.
SIMATIC BATCH V9.0

Engineering
7.4.18.7 Executable functions in a removed project
Functions in the removed project with editable batch types

Generate ● Batch types ● SFC types: Operation/phase types are generated from SFC
operation/phase types, process tag types) are generated from
the instances of the BATCH interface blocks.
● This command generates the batch types from the SFC types
or BATCH interface blocks of the project removed for editing.
modified, the "Generate" function must be run prior to compilation.
The same applies to modifications in the PH, for example after
moving or copying CFC charts.
selected area and creation of the corresponding type parameters.
● Operation types
Delete ● Data type You can delete data types, user data types, units of measure and
equipment properties in the selected folder. All non-instanced ob‐
jects are deleted. However, they remain available in the shared
● Units of measure declarations and will appear again during the next generation.
● Phase types With operation types, phase types and process tag types, you can
select individual objects and delete them as long as they have not
● Operation types
been instanced.
● Process tag types You will find a description of editing SFC types in the section
"Creating a new SFC type (Page 167)".
Additional Batch types Printing:
functions Print all batch types of the process cell in tabular form.
Print
Additional ● User data type (if present) List of all instances that refer to this type object. Certain attributes
function can be selected using a filter.
● Display
● Phase types
● Operation types
Log Batch types Display of the logs for the executed functions "Generate"
First select the executed function in the drop-down list and then
click the "Display" button.
SIMATIC BATCH V9.0

Engineering
7.4.18.8 Propagating a type description to other projects (multiproject)

To allow batch configuration in the individual projects of the multiproject and to compile unit
data with the latest type description, the type description generated centrally in the multiproject
can be distributed (propagated) to the individual projects of the multiproject.
Working in the SIMATIC Manager

1. Select the "Batch types" object in the BATCH configuration dialog.
2. Click the "Propagate" button.
Result: The "Propagate types for entire process cell" dialog box opens.
3. Activate all the projects to be propagated.
4. Click the "Start" button.
Result:
The complete type description is distributed to the projects of the multiproject. After running
this function, the batch types are consistent in all selected projects.
SIMATIC BATCH V9.0

Engineering
SIMATIC BATCH V9.0

Rational engineering 8
8.1 Difference between single project and multiproject engineering
The engineering involved in a batch process cell can be done both on one PC (single project)
or on several PCs (multiproject).
Single project engineering

In small Batch process cells and when only one configuration engineer is available, engineering
is done in a single project; in other words, on one PC.
Multiproject engineering
In larger Batch process cells, simultaneous configuration is necessary on different PCs and
by different configuration engineers. This is made possible by multiproject engineering. Access
to the data on the other PCs is possible. The individual projects of the process cell are merged
on a central ES PC using the "Multiproject" object.
8.2 Single project engineering
8.2.1 Removing projects for editing and restoring them

You can transfer your projects to other engineering stations in the network with the command
"Remove for editing". You can completely configure the project there.
Preciously, you could only edit batch types in a removed project. As of SIMATIC BATCH V7.0,
you can now remove any project from a multiproject for editing. The batch types can still be
edited in each project.
Procedure
1. Select the project to be removed in the SIMATIC Manager, right-click and select the
command Multiproject > Remove for Editing ... in the shortcut menu.
2. Then select a local directory or network path for storage. The complete project data is
copied to the selected path and removed from your multiproject directory. The removed
project is display grayed-out in the multiproject. It can no longer be edited there.
3. Select the grayed-out project, right-click and select the shortcut menu command
Multiproject > Reapply after Editing. This copies the project data back to the multiproject
directory. You can now continue configuration for the multiproject as usual.
SIMATIC BATCH V9.0

Rational engineering
8.2.2 Flow chart: Engineering procedure for a single project
Introduction
Below you will see a recommended sequence of configuration steps. The order of the steps
shown in the schematic is not absolutely necessary. We have selected a method on which the
following more detailed description is oriented.
Requirement
The basic control has been created; in other words, the PLC hardware is configured, the CFC
and SFC charts have been created and compiled. The information below relates only to the
supplementary ES configuration for creating recipes and batch control with SIMATIC BATCH.
Example of a configuration for single project engineering
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What is involved in the ES configuration for SIMATIC BATCH?
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SIMATIC BATCH V9.0

8.3 Multiproject engineering
Updating the process cell data
Note
If you modify the basic control (CFC/SFC charts, hardware configuration, plant hierarchy etc.),
the process cell data must be updated again and downloaded to the CPU (BATCH server,
BATCH clients) and batch-relevant data must be transferred to the operator stations.
Prior to this, the OS must be compiled and downloaded again.
8.3.1 General information
General documentation on multiproject engineering

An introduction to multiproject engineering with PCS 7 is provided by the manual Process
Control System PCS 7; Engineering System This documentation is on the "Electronic Manuals,
PCS 7" CD. This is general documentation that describes the configuration of a multiproject
and the interaction between individual S7 projects from a neutral perspective.
You will find further information in the online help in PCS 7 in the topic "What you Should Know
about Multiprojects".
The following information relates to the additional engineering steps involved in configuring
batch processes with the components of SIMATIC BATCH.
Uniqueness of the names
Note
Please note that if you distribute the configuration work on several ES PCs, the project names
and the names of the project objects contained must be unique on all ES PCs. The process
cell name must be identical in all projects.
The name of the Batch projects (multiprojects and projects) may only occur once in the PCS
7 environment.
You must declare required type information, such as units of measure, equipment properties
and enumerations in the shared declarations in the SIMATIC Manager.
SIMATIC BATCH V9.0

Consistency of projects
Note
As the user, you yourself are responsible for the consistency of the projects within a
multiproject. This applies especially to the shared declarations and the SFC types.
Project languages
Note
All projects in multiprojects must be configured in the same language. If a project is removed
and then configured in another language, SIMATIC BATCH will not be able to compile it
correctly when the project is reinserted. The reason for this is the lingually differing display
names for the parameters of enumerations.
Multiproject projects
Note
Never use configurations in which several PC stations are set up on the same PC in projects
within a multiproject. It is better to configure one PC station with several applications (e.g one
OS and one BATCH server).
8.3.2 Importing remote process cells
Introduction
To enable material transport through several process cells with a batch with SIMATIC Route
Control, you can import remote process cells into the local S7 project in addition to the local
process cells. The required functionality for this step is provided in the SIMATIC Manager.
Imported remote process cells contain the complete plant hierarchy and the information about
the types and instances of the locations for the corresponding hierarchy folders.
Requirements
● You can only import remote process cells within a multiproject.
● Locations need to be configured in the S7 project.
● The multiproject must be opened in the SIMATIC Manager.
SIMATIC BATCH V9.0

Procedure
1. Switch to the plant view using the menu command View > Plant View.
2. Select the multiproject folder and select the shortcut menu command Plant Hierarchy >
Import process cell.
3. Follow the instructions in the subsequent dialogs.
Result
You have imported a remote process cell into your S7 multiproject.
Preparing ES data for SIMATIC BATCH
8.3.3 Preparing ES data for SIMATIC BATCH
Introduction
All information available in the ES from imported remote process cells is prepared for SIMATIC
BATCH in the BATCH configuration dialog.
Functions in the BATCH configuration dialog

● The ES data are written to the EQM file using the "Generate" and "Compile" functions in
the BATCH configuration dialog.
● The ES data are copied to the corresponding project directory of Batch with the "Download"
function.
● The ES data are transferred to the SIMATIC BATCH database using the "Update process
cell" action in the BATCH Control Center (BCC).
Selecting types of locations for transfer parameters (Page 591)
8.3.4 PCS 7 - change project type
PCS 7 change project type

If you want to insert a PCS 7 project in a PCS & multiproject, you should work in the SIMATIC
Manager with the STEP 7 Master Data Library, to ensure consistency relative to the AS blocks.
A description of how to create a Master Data Library within a multiproject is available in the
online help in the SIMATIC Manager in the chapter "Using the Master Data Library".
SIMATIC BATCH V9.0

8.4 Central multiproject engineering
8.4.1 Flow chart: Engineering procedure for a multiproject
Example configuration for centrally managed multiproject for SIMATIC BATCH

The first step is to create a "Multiproject" object on a central ES PC in the SIMATIC Manager.
You set up all the S7 projects along with drive information relating to the ES PCs on which the
S7 projects will be configured below the multiproject. The individual S7 projects can then be
configured at the same time on the ES PCs (PC 1, PC 2, PC 3, etc.). The data for the BATCH
server is configured on one of the ES PCs (PC 1).
Note
It is, of course, also possible to configure one of the projects on the central ES PC, for example
the computer with the BATCH server configuration. To keep the picture clear, however, the
description that follows is based on the configuration shown in the schematic below.
SIMATIC BATCH V9.0

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SIMATIC BATCH V9.0

What is involved in the ES configuration for SIMATIC BATCH in a multiproject?
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SIMATIC BATCH V9.0

8.5 Distributed multiproject engineering
Updating process cell data
Note
If you modify the basic control (CFC/SFC charts, hardware configuration, plant hierarchy etc.),
the process cell data must be compiled again, batch-relevant data must be transferred to the
operator stations and downloaded to the CPU (DB server, BATCH server, BATCH clients).
Before data is transferred to the operator stations, the OS must be recompiled.
8.5.1 Overview and important initial considerations
Introduction
In this section, we explain distributed multiproject engineering with SIMATIC BATCH. This
involves the exchange of projects between central and several distributed multiprojects. These
projects can only contain SIMATIC AS stations.
These projects are exchanged by removing them from a central multiproject, inserting them
into a distributed multiproject, editing them in the distributed multiproject, removing them from
the distributed multiproject and finally inserting them back into the central multiproject.
Since BATCH multiproject configuration was only designed for editing within the context of a
single multiproject, a few important rules and restrictions must be taken into consideration for
distributed multiproject engineering with SIMATIC BATCH. These rules are described in this
section.
Central multiproject engineering: Scope

In contrast to distributed multiproject engineering, central multiproject engineering is used for
centralized tasks. Central multiproject engineering is, therefore, not a topic in this
documentation.
Note
The procedure for multiproject engineering is described in the document "PCS 7 V6.1+SP1
Configuration Guide for Multiproject Engineering" with the article ID 22258951 (http://
support.automation.siemens.com/WW/view/en/22258951).
SIMATIC BATCH V9.0

Definition of terms
Term Meaning Abbrevia‐

tion in the
text
Transfer project A transfer project is part of a multiproject and only contains SIMATIC AS compo‐
nents (CPU stations).
Multiproject A multiproject is the linkage of several projects and libraries to form a compre‐ MP
hensive automation solution. The project data continues to be stored in the
projects.
Multiproject engineering Project configuration in a multiproject. MPE
Central multiproject A multiproject stored on the central ES. CMP
Central multiproject engi‐ A multiproject created on a central ES PC with its individual S7 projects. These CMPE
neering are configured in synchronization on different ES PCs in the network.
Distributed multiproject A multiproject in which a project is inserted for further editing and subsequent DMP
testing.
Distributed multiproject en‐ An example for this is when work is contracted to several engineering firms that DMPE
gineering develop and test the desired function at different locations. They perform the
engineering in a distributed engineering environment.
Engineering station PC on which the SIMATIC PCS 7 configuration software is used. ES
Requirements for distributed multiproject engineering with SIMATIC BATCH

The following requirements must be fulfilled to perform DMPE with SIMATIC BATCH.
● The projects to be exchanged may only contain AS stations.
● The transfer project can be used in any environment regardless of the hardware
configuration. Only the connections need to be adapted.
● The same PCS 7 version, including the corresponding hotfixes and IT integration software
must be installed on the involved PCs or on all PCs in the project.
● All configurations, such as Save as, Delete, Archive, Retrieve etc., must be performed in
the SIMATIC Manager.
● The master data library is located in the CMP and may only be modified here. It is a template
for all involved DMPs. The master data library must always be transferred to all involved
DMPs.
● To minimize potential problems with the distributed configuration, you should use only SFC
types in your CMP and DMPE. Avoid using the BATCH interface blocks EPH, IEPH, EOP,
IEOP, EPAR, IEPAR and AF blocks.
● You can perform the following configurations only in the master data library of the CMP:
– Changes to the SFC types, as well as project-specific blocks.
– Shared declarations.
● You cannot change names of existing and instanced SFC types.
● You cannot rename projects.
● A unit cannot be distributed over several projects.
● The unit name must be identical in all Batch-relevant projects.
SIMATIC BATCH V9.0

Possible configurations in the central multiproject

All configurations that result in changes or additions to the master data library must be
performed in the CMP.
● Shared declarations:
– Units of measure
– Equipment properties in the shared declarations
– Enumerations in the shared declarations
● Create and test SFC types (typicals)
Typicals are phase types, for example, heating, cooling, dosing, etc. When these phase
types are created, they are thoroughly tested so they can be later duplicated as instances.
Any subsequent changes implies an enormous amount of work, because the duplicate type
instances may already be in use and all instances may have to be inserted again.
● Create models
● Create and test custom blocks
● Create and test models
● Create and test units
● Test individual units
Possible configurations in the distributed multiproject

● CFC charts
● WinCC process pictures
● Import, create, change and export recipes
What can be tested in the DMP?

● Recipes, batch sequences
● Process pictures
Up to which point in time can DMPE be performed?

The point in time at which the commissioning phase for DMPE with SIMATIC BATCH is
completed, depends on your own decision for the most part.
Note
You determine the point in time at which any reconfigured data can lead to inconsistencies in
the Batch database when you perform the "Update process cell" function. The procedures
described here must stop at the latest at the point when data consistency must be guaranteed
in the Batch database.
In general, this is the point at which the acceptance test with parameter fine adjustment is
closed or, at the latest, the start of production.
SIMATIC BATCH V9.0

Overview of the configuration tasks

Step 1 (Page 247): Archiving and removing project(s) and the master data library in the CMP.
Step 2 (Page 247): Restoring and inserting project(s) and master data library in the DMP, and
adapting the project.
Step 3 (Page 249): Editing, testing and archiving project(s) in the DMP.
Step 4 (Page 250): Restoring and inserting project(s) in the CMP.
8.5.2 Step 1: Archive and remove project(s) and master data library in the CMP
The project which you wish to transfer for editing must first be archived and then removed from
the multiproject. The master data library is then archived for the transfer.
Requirement
The central multiproject on the central engineering station has been created with all projects
of the MP, its AS and OS objects, the plant hierarchy, the batch assignment as well as the
master data library.
Procedure
1. Archive your project as a user project.
2. Remove the transfer project from your multiproject if is no longer needed. Select your
project folder, right-click and select the command Multiproject > Remove From
Multiproject in the context menu.
3. Archive your master data library. File > Archive > Libraries tab > select master data library
and click OK > Select the storage path and save.
If changes are made in the master data library, it is not necessary to synchronize AS projects
directly in CMP but first in DMP to optimize the time.
Result
The transfer project and the master data library are in a ZIP file ready for transfer to the DMP.
8.5.3 Step 2: Restoring and inserting project(s) and master data library in the DMP,
and adapting the project
Introduction
The project removed from a central multiproject and the corresponding master data library are
transferred to the engineering firm as a ZIP file. There, the project of the CMP is adapted to
the local environment to allow further configuration and subsequent testing (AS, OS and
BATCH process mode).
SIMATIC BATCH V9.0

Requirement
You have received the project of the CMP and the master data library as archive files.
Procedure
The required tasks you need to performed on the distributed engineering station are presented
below in chronological order.
1. If there is an AS project in the destination path with a name identical to the one in your
distributed multiproject, archive this project for later use and then delete it in the DMP.
2. Retrieve the project to the destination path of the distributed multiproject.
File > Retrieve > select file and then Open > select destination directory and then click OK
> OK > Do you want to remove the references to the multiproject? Yes > Yes
3. Restore the transfer master data library in the same directory. Open the retrieved project,
delete the "Batch process cell" object, remove the ISA-88 type definitions and adapt the
AS address (MAC address) as required. The configured S7 connections can remain in the
project. You can ignore system warnings relating to this.
– Select the project and then select the batch process cell > in the data window, right-click
and select "Delete" in the shortcut menu.
– In the Plant view, select the folder of the batch process cell, right-click and select the
shortcut menu command "Object properties" > In the "ISA-88 type definition" tab, select
"<neutral>" from the selection box and then > OK. The BATCH identifiers are remove
in all hierarchy subfolders.
4. Include the project and the master data library in the distributed multiproject.
Select your multiproject folder, open the shortcut menu and select Multiproject > Insert into
Multiproject > Select the project or the master data library and click OK. Specify the inserted
library as the master data library.
5. Merge the subnets or synchronize the subnets with networks in the distributed project.
Select the multiproject folder, open the shortcut menu and click Multiproject > Adjust
Projects > In the dialog that opens, select the "Ethernet" subnet in the navigation window
and then "Execute". In the dialog that appears, select the corresponding subnet in the
multiproject and insert it into the "Merged" window with the right arrow. In the "Merged"
window, select the displayed folder to check if the subnet has been merged. Then click OK
> Apply.
6. To allow testing, configure an S7 connection from the AS to the OS.
Open NetPro > Select the CPU in the AS > Select a free position in the connection table,
open the shortcut menu and click "Insert New Connection" >. In the "Insert New Connection"
dialog, select the folder "In Multiproject: xxx", select the "WinCC Application" and click "OK"
> In the "Properties S7 Connection" dialog, under the connection path, select the local and
partner interface from the respective drop-down lists and click "OK" .
7. Insert the Batch process cell object into your project.
Select the multiproject folder in the plant view and click Insert New Object > Batch Process
Cell in the shortcut menu.
8. Type-define your batch process cell.
Select the top hierarchy folder and, in the shortcut menu, click "Object properties" > In the
"ISA-88 type definition" tab of the properties dialog, select "Process cell" as the object type
and click "OK". The folder of the batch process cell is given a light green background.
SIMATIC BATCH V9.0

9. Is the name of the batch process cell in all projects of the CMP identical to the process cell
name on the MP level? Is the correct master data library integrated?
– Compare the project names within both multiprojects. Compare the project names within
the CMP with the project names within the DMP. The names must be identical.
– Compare the names in the master data library within both multiprojects.
10.Compile and download the AS of your inserted project.
11.Adapt your OS and then compile and download it.
12.Update the batch process cell, generate and propagate the batch types, merge the batch
instances, transfer the messages to the OS and download the Batch data.
13.Update the Batch data in the Batch Control Center (BCC).
Note
To make sure that you update the batch data without errors, do not change the names of
type objects, phase types etc. If you do, you will need to adapt the object assignment
manually in the "Update process cell" dialog in the Batch Control Center.
Result
You have transferred a CMPs from a central ES to a multiproject on a distributed ES. To test
the newly configured functions in process mode, you have created a new S7 connection,
compiled all ES data and downloaded it to the AS. You have also updated the batch process
cell and distributed the Batch data to the respective components. You have created a new
batch process cell and recipes to run the batches.
8.5.4 Step 3: Editing, testing and archiving project(s) in the DMP
Introduction
You would like to edit the inserted project and test it in process mode. Then you want to archive
the project for transfer to the CMP. Leave the transfer project and the master data library in
the DMP for any changes that may be required.
Procedure
Once all tests are completed, archive the project as a user project in a new project path and
close all projects.
File > Archive > select project > OK > select archive and path > Save.
Result
You have continued editing of the project(s) and performed testing in process mode. You then
archived the project as a user project to reinsert into the CMP.
SIMATIC BATCH V9.0

8.5.5 Step 4: Restoring and inserting project(s) in the CMP
Introduction
In this step, you integrate the project back into the CMP.
Requirements
● You have received the project of the DMP as an archive file.
● No changes were made to the master data library.
Procedure
1. If there is already a project with the same name in the destination path of the CMP, delete it.
In the SIMATIC Manager > File > Delete > User Projects tab > select project > OK > Yes
OK.
2. Retrieve the project in the destination path of the CMP.
In the SIMATIC Manager > File > Retrieve > select archive > Open > select destination
directory > OK > OK > Yes > Yes.
Note
Warning dialog "Retrieve". Do you want to remove the references to this multiproject? Yes.
3. Delete the S7 connection for communication between AS and OS you have configured for
testing.
Open NetPro > Select the CPU in the AS > Select the previously inserted S7 connection >
Shortcut menu > Delete.
Note
If have changed the AS addresses of existing S7 connections, the addresses of the original
CMP must be set again.
4. Remove the BATCH process cell identifier (ISA-88 type definition) and delete the "Batch
process cell" object.
– In the Plant view, select the folder of the batch process cell in your project, right-click
and select the shortcut menu command "Object properties > In the "S88 type definition"
tab select "<neutral>" > OK. The light green batch identifier is removed in the folder icon.
– Select the project in the Plant view > select the batch process cell in the data window >
select > Delete in the shortcut menu > OK.
5. You should run the following checks.
Did you remove the project from the CMP earlier?
Were all the Batch IDs removed first?
Is the name of the top hierarchy folder the same in all projects?
Does the MAC address of the AS match the CMP settings?
SIMATIC BATCH V9.0

6. Include the project in the CMP.

In the SIMATIC Manager > select the multiproject folder > In the shortcut menu >
Multiproject > Insert into Multiproject > User Objects tab > select project > OK. Optionally:
Browse and navigate to the corresponding path.
7. Merge the Ethernet subnets.
In the SIMATIC Manager > select the multiproject folder > In the shortcut menu, >
Multiproject > Adjust Projects > select Ethernet > Execute > select subnet in the multiproject
> Merge with right arrow > OK > Apply.
8. Check if the S7 connection between the AS and the OS, which was deleted in the DMP, is
now in the CMP. Save NetPro.
– Open NetPro, select the CPU in the AS and check the S7 connection in the connection
table.
– Select the WinCC application on the OS and check the S7 connection in the connection
table.
9. Add the batch process cell and the ISA-88 type definition.
– In the Plant view of the SIMATIC Manager > Select the project > In the shortcut menu
> Insert new object > Batch process cell.
– Select the process cell folder in the Plant view > In the shortcut menu > Object properties
> "S88 type definition" tab > select object type "Process cell" > OK. The folder of the
batch process cell is given a light green color.
10.Check whether the name of the Batch process cell is identical to the name of the Batch
process cell at the MP level in all projects in the CMP.
In the plant view of the SIMATIC Manager, check the hierarchy names and the Batch
process cell names in the entire MP.
11.Compile and download the AS objects (CFC charts) and the OS objects of your multiproject.
12.Update the batch process cell, generate and propagate the batch types, merge the batch
instances, transfer the messages to the OS and load the batch data.
13.Update the batch data in the Batch Control Center (BCC).
Result
You have integrated the project back into the original CMP. You have made all the preparations
to start process mode in you project.
SIMATIC BATCH V9.0

8.5.6 Errors sources in distributed multiproject engineering with SIMATIC BATCH
Introduction
If the procedures and requirements for individual configurations are not adhered to, the
following errors may occur:
● The batch data in the CMP and all projects may become invalid
● The batch data in the Batch database may become invalid
● SFC types may be changed in the master data library with confirmation.
Troubleshooting
How are problems like this avoided?
Procedure on the ES in the SIMATIC Manager

1. Open the multiproject in the SIMATIC Manager.
2. Remove the ISA-88 type definition and delete the Batch process cell in all AS projects of
the multiproject. The OS projects are an exception to this.
3. Update the Batch process cell, generate and propagate the batch types, merge the batch
instances, and transfer the messages to the OS.
The batch types now only include the types you generated manually. The batch instances
are also empty.
4. Reinsert a Batch process cell and the ISA-88 type definition in all AS projects of the
multiproject. The OS projects are an exception to this; they are retained.
5. Update the Batch process cell, generate and propagate the batch types, merge the batch
instances, transfer the messages to the OS, and download the batch data.
The batch types now also include the generated types again. You have merged the batch
instances.
6. Check if all function blocks and SFC types are identical in all projects of the CMP and have
the same version. The easiest way to ensure this, is to update the function blocks of the
master data library in all projects (AS projects). You can also copy the SFC types to all
chart folders of the S7 program.
– Select the block folder within your S7 program in your integrated project. Select
Options > Charts > Update Block Types. Select the S7 program to be checked and click
Next.
If an update is not required, this is indicated by a check mark in the "Status" check box.
If an update is required, the "Update" dialog is displayed. Select the block types that are
to be updated. Check the log and close the wizard.
– Copy the SFC types in the chart folder of your integrated project to all chart folders within
the CMP.
SIMATIC BATCH V9.0

Procedure on the Batch server

1. Delete the batch database and then download the batch data from the ES to the target
station.
Note
Before deleting the batch database, you must first back up your batch data (recipes,
libraries, and formulas) using an export or backup in the BATCH Control Center.
2. Start the BATCH Launch Coordinator. Open the BATCH Control Center and select Program
> New process cell. Update the batch process cell data.
3. Import your master recipes, libraries, formulas from a current export file or a restore file.
Note
Before performing procedural steps one and three, consult with your Siemens service
engineer. Batch data must not be lost.
Procedure on the OS servers

Delete the batch messages on the OS servers involved.
Note
Consult with your Siemens service engineer. Make sure you do not lose any Batch data
whatever you do.
Potential problems and solutions, FAQ

1. Central settings of the configured equipment properties are lost when attaching and
detaching.
Recommendation: BATCH configuration without conditions only via class view (selection
of units using check box), if other conditions (such as different tank sizes) are not used.
Configure the equipment properties at a later time.
2. Permission management and materials in SIMATIC BATCH cannot be separately archived
or exported and imported.
If it becomes necessary to start using a new database, permissions management and
materials can no longer be imported without a "Restore". Importing the permission
management and materials into an empty database requires an enormous amount of work.
Recommendation: When the BATCH database is initially created, the permissions should
be configured first and saved as a backup to avoid the large amount of work required for
reconfiguration of the permissions. If this is done at the outset, you will then have a correct
backup file to perform a "restore".
3. When changing existing unit names.
Recommendation: Assign the changed unit name when updating the process cell in the
BatchCC (update dialog). You should assign the new or renamed unit names in the BATCH
configuration dialog following the update of the batch process cell. If you do not use this
dialog, the recipes will become invalid and you must readapt the allocation of the units for
every individual recipe.
SIMATIC BATCH V9.0

8.6 Operation of SIMATIC BATCH with more than one PCS 7 OS
4. When changing the names of existing equipment modules (EM).

Recommendation: Assign the name change of existing equipment modules (EM) when
updating the process cell in the BCC (update dialog). You should reassign the new or
renamed equipment modules in the dialog following the update of the batch process cell.
If you do not use this dialog, the recipes will become invalid and you must readapt the new
assignments for every individual recipe.
5. When changing/adding setpoints, control strategies at SFC types.
Recommendation: Assign the name change of the setpoints of an SFC type when updating
process cells in the BatchCC (update dialog). Renamed setpoints should be assigned in
the dialog following the update of the batch process cell. If you do not use this dialog, the
recipes will become invalid and you must readapt the new assignment for every individual
recipe. If you add or delete setpoints or control strategies, you must always select and save
the functions in which changes have been made in every recipe. Otherwise, you will not
have valid recipes.

In standard cases, SIMATIC BATCH can be used either as a single station system (SB server
with SB clients and OS server with OS client) on one computer or as a distributed system
(multiple station system) with multiple OS servers (single or redundant).
Redundancy with more than one PCS 7 OS

An additional variant is offered for the PCS 7 OS. This variant enables multiple redundancy
over multiple PCS 7 OS single station projects with corresponding configuration of the
automation systems.
Configuration conditions
The following conditions must be met for SIMATIC BATCH to be operated with multiple PCS
7 OS in the single station project type as multiple redundancy:
1. A SIMATIC BATCH server must be installed on one of the PCS 7 OS.
2. All automation systems relevant for SIMATIC BATCH must be connected with this PCS 7
OS.
3. All S7 programs of the automation systems relevant for SIMATIC BATCH must be compiled
and downloaded to this PCS 7 OS in "AS-oriented" compilation mode. The configuration
example includes the S7 programs of AS 1, AS 2 and AS 3.
4. This PCS 7 OS must be specified as message OS.
SIMATIC BATCH V9.0

Configuration example
SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

BATCH Control Center 9
9.1 Starting and operating
9.1.1 Information on the BATCH Launch Coordinator
Start mode and startup characteristics

When you set up a PC as the SIMATIC BATCH server, note the following special
characteristics of the BATCH server start mode and the status of the BATCH Launch
Coordinator service and the BATCH server applications that it initializes:
1. When the BATCH Launch Coordinator service is started up for the first time following PC
installation, the start mode "Automatic" is set. In automatic mode, there are two start modes
for the BATCH Launch Coordinator, "Automatically after WinCC starts" and "Automatically,
independent of WinCC". The installation of SIMATIC WinCC determines which of the two
automatic start modes is set for the BATCH server. If WinCC is installed on the BATCH
server then the start mode "Automatic start of Simatic Batch after start of WinCC" is set, if
WinCC is not installed on the BATCH server, then the start mode "Automatic start of Simatic
Batch independently of WinCC" is set.
2. General characteristics: The BATCH Launch coordinator icon appears in the taskbar as
soon as a user logs on to the PC. Depending on your BATCH data, the current state is
indicated within the icon of the BATCH Launch Coordinator. The various states are listed
with their meanings later in this chapter. The icon and thus the user interface of the BATCH
Launch Coordinator can be closed without terminating the service or SIMATIC BATCH.
3. If a user logs off the BATCH server PC, the icon or the user interface of the BATCH Launch
Coordinator closes. The BATCH Launch Coordinator service and the server applications
continue to run, however.
4. The "Change start mode from" > "automatic to manual" function and vice versa is included
in the shortcut menu of the BATCH Launch Coordinator. The default setting is "automatic".
When changing the start mode, no user rights are checked.
Shortcut menu of the BATCH Launch Coordinator

When you right-click on the BATCH Launch Coordinator icon, its shortcut menu is displayed.
The menu contains the following functions:
Function Subfunction Meaning

BATCH Runtime Start The function is only available if the SIMATIC BATCH is in the "Ready" state.
Switches the status from "Ready" to "Running" or "Listening".
Exit Status change from "Running" or "Listening" to "Ready".
SIMATIC BATCH V9.0

BATCH Control Center
Function Subfunction Meaning

BATCH project Start The BATCH project is loaded and the BATCH server applications (services) have
not yet started. Then the server applications for the loaded project are started.
Exit The BATCH server applications (service) are closed.
Information An information dialog opens, showing the BATCH data for the loaded project.
Waiting for BATCH This function is only available if your batch process cell data is not yet loaded on
data the batch server. It opens a dialog, which automatically closes once your batch
process cell data is loaded on the BATCH server.
Configuration er‐ As soon as the system detects a configuration error in your BATCH project, a
rors warning dialog is displayed on the screen. You can exit the dialog by clicking "OK",
or press the "More Information" button to obtain details about the error in another
dialog. The system provides information on how to make your project configuration
consistent. Only then will the project be released for operation.
Select This menu command is only enabled on a BATCH client without installation of a
BATCH server. You open the "Select BATCH project" dialog with this function.
The dialog displays all available BATCH projects in the network with their unique
database identifiers (DBIdent) for selection. If you select a project and then click
"Select", this project is visualized on the BATCH client. Pressing the "Information"
button opens a dialog, which displays important information about the project.
Example: Name of the Batch process cell, etc.
Change start Manual to automat‐ Changes the start mode from manual to automatic. You need administrator rights
mode from ic to change the start mode. The change menu is only available when the status is
"ready", "running" or "listening". If WinCC server is installed on the BATCH server,
then the BATCH Launch Coordinator automatically starts after WinCC Runtime
starts. If WinCC Server is not installed then the Launch Coordinator starts auto‐
matically after a delay of approximately 15 seconds.
Automatic to man‐ Changes the start mode from automatic to manual. You need administrator rights
ual to change the start mode.
BATCH status - Opens a dialog which shows status information for BATCH server, Launch Coor‐
dinator, PCS 7 status and the batch server applications.
Change server lan‐ - Opens a dialog, in which you can change the desired language for the shortcut
guage menu and tooltip text of the BATCH Launch Coordinator.
Exit - Closes the icon of the BATCH Launch Coordinator in the taskbar.
Monitoring a BATCH Launch Coordinator from a BATCH client

You can monitor the status of any batch process cell by starting the BATCH Launch
Coordinator on a BATCH client, without BATCH server installation. When the Launch
Coordinator is started, a dialog opens showing all loaded batch process cells. Once you have
selected a batch process cell, the Launch Coordinator icon appears showing the status of its
process cells in the status bar of the BATCH client.
SIMATIC BATCH V9.0

Status icons of the BATCH Launch Coordinator

The icon contains a status display for SIMATIC BATCH. The potential states are listed in the
table below.
Symbol Meaning
No status icon. No connection to the BATCH project. The BATCH project is not
loaded and SIMATIC BATCH is waiting for BATCH data. Or the BATCH data is
loaded, but the server applications have not yet started.
SIMATIC BATCH is ready (Ready). The BATCH project is loaded and started.
Intermediate state. A status change is in process (Processing).
Intermediate state. Preparing to switch to the "Running" state (Running Prepared).
SIMATIC BATCH is running (Running) on BATCH master or BATCH single station

system. The BATCH project is loaded, started and BATCH Runtime is started.
SIMATIC BATCH is running (Listening) on BATCH standby. The BATCH project
is loaded, started and BATCH Runtime is started.
Intermediate state. Preparing to switch to the "listening" state (Listening Prepared).
Intermediate state, switching to BATCH master (Switch up). Switching the state
from Listening to Running.
Intermediate state, switching to BATCH standby (Switch down). Switching the
state from Running to Listening.
Error in SIMATIC BATCH (Fault).
Note
Combined states with Processing, Switch up, Running Prepared, Switch down, Listening
Prepared are temporary, for example, during the redundancy switchover of a BATCH server.
BATCH Launch Coordinator (Page 35)
9.1.2 Starting BatchCC

Following installation of SIMATIC BATCH, you will find the following components in the
Windows start menu under Siemens Automation > SIMATIC > BATCH:
● SIMATIC BATCH Control Center: This starts BatchCC.
● SIMATIC BATCH Launch Coordinator. This starts the BATCH Launch Coordinator.
● SIMATIC BATCH Recipe Editor: This starts the BATCH Recipe Editor.
SIMATIC BATCH V9.0

Requirement
To start BatchCC or the BATCH Recipe Editor, the BATCH Launch Coordinator must be started
and the "Running" status must be displayed in the information bar. The symbol looks like this:
To start BatchCC:
1. Select the Start > Siemens Automation > SIMATIC > Batch > BATCH Control Center menu
command in the Windows Start menu.
Result: If several projects are detected when you start BatchCC or if the connection to the
project cannot be established, a selection dialog appears.
2. Select the project you require.
Result
Once you have made a selection, BatchCC is started together with the selected project. If you
select a project that does not have a link, the application will close.
Language setting of BatchCC and BATCH Recipe Editor

In both BatchCC and in the BATCH Recipe Editor, you can change languages using the menu
command Options > Settings > User settings > "Languages" tab. Select the check box for the
desired language.
See also
Layout of the main window (BatchCC) (Page 261)
9.1.3 Getting Help
Online help
There are various ways of getting online help:
Call Type of help

Help menu Introductory information, description of the user interface, concrete
instructions
"Help" button or F1 key in a dialog Context-sensitive help in every dialog box
box
Selecting a menu command and Context-sensitive help for every menu command
pressing the F1 key
SIMATIC BATCH V9.0

Screen tips
To display a brief text explaining the buttons in the toolbar, position the cursor on a button until
the screen tip is displayed.
Changing the font size

With the menu command Options > Font in the help topic window, you can set the font size to
"small", "normal" or "large.
Note
If you start the Batch Control Center or BATCH Recipe Editor from a WinCC screen in process
mode, due to reasons of security no online help is available.
9.1.4 User interface and operation
9.1.4.1 Layout of the main window (BatchCC)

The basic layout of the user interface of BatchCC consists of individual windows and is shown
in the figure below. In the left section, the batch process cell or the BATCH project output is
shown with its objects in a tree structure. The main window shows the BATCH objects, for
example, in list form. You can control the view or windows with the "View" menu. There you
will find commands for displaying and hiding additional windows.
SIMATIC BATCH V9.0

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Arranging the various windows

You can individually arrange windows in BatchCC. The following windows are offered:
● Control recipe. Arranged in the main window.
● Overview of the control recipe. Floating to the right next to the main window.
SIMATIC BATCH V9.0

● Output. Anchored below in the main window.

● Extended batch information. Floating in BatchCC.
Floating windows can be docked by double-clicking on the title bar. Click on the title bar of a
window and hold down the left mouse button. The window positioning boxes are displayed. In
order to place any window, drag a window box to one of these positions and then release the
mouse button. In order to display several windows in an area as a tab, drag a window to the
positioning box at the center and release the pressed mouse button.
Note
The output window in BatchCC for WinCC messages is only updated if there is a running
WinCC application on the same PC (OS server or OS client). In all other cases, you can open
the output window but messages are not output.
Title bar
The title bar of the main window contains the system buttons with which you can:
● exit BatchCC,
● minimize the main window to its icon,
● restore the window to its normal size again, and
● display the main window in full-screen size.
Menu bar
The menu bar is located at the top edge of the main window. Its functions relate to the currently
active window. You can only select menu commands that are feasible in the current status of
the object. As an example, you can only select the menu command Edit > Delete when at least
one object is selected. Menu items that cannot be selected are displayed in gray.
Toolbar
The toolbar is located below the menu bar. It contains a series of buttons that trigger the more
commonly required functions of the menu bar. You can see which function is triggered by a
button in the toolbar by positioning the mouse pointer on the button (without clicking). A box
appears with the name of the button. In the status bar, you can see more detailed information
about the function. Clicking the button triggers the function. Buttons that cannot be selected
are displayed in gray.
Status bar
At the lower edge of the user interface, you will see the status bar that displays important
information and statuses. The information displayed changes depending on the particular
operation and object status. In some situations, a progress indicator is also displayed in the
status bar for processes that require longer.
In the left part of the status bar, you will see context-sensitive information, for example
explanations of menu commands, operator prompts or error messages.
SIMATIC BATCH V9.0

In the right part of the status bar, the currently logged-on user, the current time and the status
of the BATCH control server or redundant BATCH control server are displayed.
Redundancy status symbols

The connection to the BATCH control servers can assume the following states.
Symbol in the status bar Redundant configuration Non-redundant configuration

Both master and standby BATCH The BATCH control server is
control servers are available. available.
Redundant servers are available, da‐ -
ta synchronization between the mas‐
ter and standby server enabled.
Redundant servers are available, -
postponed error. Master server wait‐
ing for standby server to take over
role. Standby server cannot take
over.
Redundant servers are available, -
postponed error on the master. Mas‐
ter server waiting for standby server
to take over role. Standby server can‐
not take over. Data synchronization
between the master and standby
server enabled.
Warning. The standby server in a re‐ -
dundant configuration is not availa‐
ble.
Warning. The master server in a re‐ -
dundant configuration is not availa‐
ble. Master server waiting for standby
server to become available and take
over role.
Warning. The master server in a re‐ -
dundant configuration is not yet avail‐
able. Master server waiting for stand‐
by server to become available and
take over role. Data synchronization
between the master and standby
server enabled.
Neither of the two redundant BATCH The BATCH Control Server is
control servers is available. not available. The BATCH Con‐
The BATCH Control Center is not trol Center is not ready to use.
ready to use.
See also
Objects and object hierarchy (Page 284)
Overview lists (Page 273)
SIMATIC BATCH V9.0

9.1.4.2 Project and user settings

The graphic user interface of SIMATIC BATCH can be configured and customized completely
according to your specific needs. You decide on the appearance and range of functions. You
can make the required settings centrally in the "Project settings" and "User settings" dialogs
in BatchCC and the recipe editor.
The "Project settings" dialog contains several elements for which you make general settings
relating to the appearance and range of functions. In the "User settings" dialog, you can make
settings for language, zoom, layout and format of the user interface.
Selecting dialogs
Select the menu command Options > Settings > Project settings. This opens the dialog box
shown below in which you can make individual Project settings.
Select the menu command Options > Settings > User settings. This opens the dialog box
shown below in which you can make individual User settings.
SIMATIC BATCH V9.0

Press the "Help" button in the context-sensitive help if you want more information about the
various project or User settings.
9.1.4.3 User-specific session information
Introduction
User-specific session information is saved automatically and for a long period when the user
logs off, using SIMATIC Logon for example and is made available again when the user logs
again on with the same name, even on another PC in the network. This functionality is available
in both the BATCH Control Center and the recipe editor.
Restrictions
● Project settings: Project settings are part of the user-specific session information.
● Backup / restore: Session information is not saved in the backup file.
Constraints
The described constraints apply to the two client applications, the BATCH Control Center and
the recipe editor:
● If you do not use SIMATIC Logon, the applications use the user logged on in Windows.
● If you use SIMATIC Logon, the applications use the user logged on in SIMATIC Logon.
SIMATIC BATCH V9.0

● If the "Default user" option is activated for SIMATIC Logon, SIMATIC Logon automatically
logs on the "Default user" when the user currently logged on logs off. This automation is
transparent for SIMATIC BATCH. A session profile is generated and stored in the Batch
data base for this user, too.
● If a user is logged on to more than on PC at any one time, the changes in regard to his
session information is not immediately (during the current session) displayed on the other
PC.
Example:
If the user closes his session on computer "A" and has previously changed session information
on computer "B", he will find such session information stored in the database for computer "B"
when he logs on again to computer "A".
Time period in which the user-specific data is saved

A session is defined as the time period in which a specific user is logged on to a client
application (BCC or BRE). If SIMATIC Logon is installed and the application is already
launched, the session begins with the logon. If the application is launched after a logon, the
current SIMATIC LOGON user is used automatically. In this case, the session begins with the
start of the BATCH Control Center application. The session ends with the logoff, the logon of
another user or the closing of the application.
Session information that is saved

The following data is part of a session and is therefore saved as session information in the
database:
● Size and position of the main window (BCC and BRE) are only changed after these
applications are started, not when the user changes.
● Size and position of dialogs that are scalable.
● Configured language.
● Selected shortcuts.
● If the column widths in a list can be changed or the column display can be toggled on and
off: width of the columns, arrangement of columns and visibility of columns.
● Position, size and visibility of the menu bars.
● The last directory set in all SIMATIC BATCH dialogs where this selection is possible.
● Window settings for batches (size and position).
● Window settings SUBs and ROPs (size and position).
● Open control recipe window are saved for each user at the end of the session and reopened
at the beginning of the next session. If you wish to avoid this, press the Shift key when
logging on or when changing users.
SIMATIC BATCH V9.0

9.1.4.4 Customization of the properties dialogs for RPEs

Which tabs are displayed in the properties dialogs of all recipe procedure elements (RPEs) in
the recipe editor is set in the project settings in the "Display" folder in the tabs for recipe editing.
The default setting is always to display all tabs in the dialogs. The settings apply only to the
dialogs in the recipe editor and for online structural changes. In process mode, all tabs are still
displayed in the dialogs.
System response when tabs are hidden

If you hide tabs, please note the following system response:
● If tabs are hidden in the recipe editor although they contain parameters, for example in the
Transfer parameters tab, you can still query these parameters in the transition conditions
in process mode and they are also listed in the batch log. The system always handles
parameters of hidden tabs as being present, for example when importing master recipes
and these are always taken into account in during validation. The system does not generate
any specific error messages relating to this. The following tabs are affected by this
functionality:
– Transfer parameters
– Process parameters
– Input material
– Output material
● If tabs are hidden in the recipe editor although they contain electronic signatures and/or
synchronizations, these are taken into account fully when importing, however their
functionality is disabled in process mode. The configured functionality is listed in the batch
report. The following tabs are affected by this functionality:
– Electronic signature
– Synchronization
9.1.4.5 Properties dialogs in BatchCC, viewer and OS controls
System response in BatchCC and viewer for archived batches

Since there is no specific project setting for the BatchCC and the viewer for displaying or hiding
tabs in the properties dialogs, tabs are always displayed if they include configuration settings,
for example an electronic signature or transfer parameters. This means that tabs are hidden
if they do not contain any configuration settings. This behavior applies to the following tabs:
● Transfer parameters
● Input material
● Output material
● Electronic signature
● Synchronization
SIMATIC BATCH V9.0

System behavior with the SIMATIC BATCH OS controls

In the properties dialogs for the BATCH OS controls in process mode, you have the option of
hiding or showing tabs for the following elements in the OS Master control tab using the
"PropertiesTabOrderAndVisibility" attribute:
● Order category
● Order
● Batch
● RPEs
● Transition
● Parameter
● Allocations
● Conditions
● Control recipe
● Chaining
● Favorites
● Shortcuts
Note
Note that hiding tabs that contain configuration settings may result in restrictions and
malfunctions during operator control in process mode.
"PropertiesTabOrderAndVisibility" attribute (Page 668)
9.1.4.6 Expand or reduce parameter display
Displaying or hiding columns in tabs of the properties dialogs of RPEs

No special system setting exists, nor is one required, for customizing the number of columns
in the following tabs of the properties dialogs for RPEs:
● Transfer parameters
● Input material
● Output material
● Parameter
SIMATIC BATCH V9.0

If, for example, there are values in the "Parameters" tab in the properties dialog of an RPE, a
button is displayed with which you can show or hide the following table columns. All the listed
columns are shown or hidden together.
● Data type
● Source
● Target
● Actual value ID
● Setpoint ID
● Displays
● Modifiable
● Effective immediately
● Formula
● Visible externally
● Data type
System characteristics
This customization is identical for all BATCH client applications such as the BCC, the recipe
editor and the viewer for archived batches.
The default setting is to hide all the columns listed above. Modifications to the column display
only apply as long as the dialog is open and they are not saved permanently for the specific
user.
In the template for the BATCH OS controls, there is a check box in the OS Properties control
configured with the aid of WinCC Dynamics; this check box also shows or hides the table
columns named above. When using the tooltip display, the check box is called "Expanded
parameter display".
"Parameters" tab (Page 802)
9.1.4.7 Creating and manipulating objects
Selecting functions
All important functions relating to an object are available in the shortcut menu.
As an alternative, the same functions are also available in the "Edit" menu. Functions that
cannot be executed in the current status of an object are grayed out in the "Edit" menu.
SIMATIC BATCH V9.0

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Figure 9-1 Selecting the functions
General functions
Some basic functions are common to all objects. These common functions are listed below.
The descriptions of other functions assume that you know how to use these functions.
SIMATIC BATCH V9.0

The normal sequence of activities involving objects is as follows:

● Create the object
● Select the object
● Perform the actions with the object (for example, open, delete)
Creating objects
To create a new object, select the destination of the object in the editing window of the BATCH
object window (for example the "Formulas" folder if you want to create a new formula category).
To start the function, you then select the menu command Edit > New.
Opening objects
There are several ways of opening an object:
● Double or single click on the object icon
● Select the object and then the menu command Edit > Open. This functions only with objects
that are not folders, for example master recipes.
After opening an object, you can create or modify its content.
Properties of objects
Object properties are data belonging to the object that decide its behavior, for example the
properties of a master recipe.
The menu command Edit > Properties opens a dialog box in which you can see and set the
properties of the selected object.
Renaming objects
The names of batch objects are specified when the objects are created. This name can be
changed by selecting the "Rename" command.
The Rename command is not always available. For example with materials, qualities, or
folders, it is only possible to rename in the corresponding "Properties" dialog box.
Deleting objects
You can delete both folders and objects. It is only possible to delete most folders when they
contain no elements.
Deleting is permanent and cannot be undone. If you are not sure whether or not you still need
an object, it is advisable to archive the entire project before deleting.
SIMATIC BATCH V9.0

9.1.4.8 Overview lists
The purpose of overviews

Useful information for select objects from the BatchCC is collected in overview lists. Your batch
process cell can be easily managed with the help of overview lists. Operator functions are
offered in the shortcut menu for objects included in the lists.
Which overviews are available?

The following lists can be called:
● Library over list
● Master recipe overview
● Formula overview
● Order overview list
● Batch overview list
● Material overview list
To select overviews:
Select a folder in the navigation window, for example, a master recipe folder, and then select
the menu command Edit > Details.
SIMATIC BATCH V9.0

Example
Lists for batch planning

There are additional lists for orders and batches.
List Description
Order category list List with all order categories of the process cell.
Prior to the selection, you must select the "Orders" folder in BatchCC.
Production order list List with production orders:
● When the folder of the type “Orders" is selected, all production orders are displayed.
● When a folder of the type "Order category" is selected, only the production orders belonging
to this category are displayed.
Batch planning list List with all batches that are planned, released or locked. Batches can be controlled via com‐
mands in the shortcut menu for one or multiple selected batches. The status display for each
executed batch is dynamically updated.
Depending on their status, batches are moved by the system from batch planning - via batch
status - to the batch results list.
Scenario: If you start a batch from this list, it remains visible in the list and is shown with its new
status "Running". At the same time, the batch is moved to the batch status list. As soon as the
batch is completed, it is moved to the batch results list.
The content of the batch planning list is updated once you open it again, and the batch moved
to the batch status list is no longer displayed.
SIMATIC BATCH V9.0

List Description
Batch status list List with all batches with the released, running, held, waiting, locked or error status. Batches
can be controlled using the shortcut menu for one or multiple selected batches. The status
display for each executed batch is dynamically updated.
The content of the batch status list is updated once you open it again, and the batch moved to
the batch results list is no longer displayed.
Batch result list List with all batches with the completed, aborted, canceled, archived, stopped and closed status.
Batches can be closed, archived and deleted via the shortcut menu for one or multiple batches.
Selection of the batch lists

You can display batch lists for the following folders:
● “Orders” folder
● Folders of the type "Order category"
● Folders of the type "Order"
Select the required folder.
Select the required batch list in the "Planning" menu or in the shortcut menu.
Working with lists, filters, and effects

Shortcut menu with possible functions: If you select a list object and right-click, the shortcut
menu opens with the available functions for the list object.
Sort table contents: If you left-click a column header, the table will be sorted in ascending and
descending order according to the contents of the selected column header.
Filter table column contents: If you enter a filter text in the text box below the column header,
the table will be filtered accordingly. You can also filter several columns at the same time. The
individual filter conditions are then linked with an AND logic operation. That means that only
objects that meet all the entered filter criteria are displayed. If, for example, you enter the text
"Wa*" in the text box of the "Main Product" column, only the entries whose main product starts
with the letters "Wa" appear in the table.
Arrange table columns: The order of the individual table columns can be changed as needed.
Click a column header and hold down the left mouse button. Drag the object to the desired
column position and release the mouse button. When columns are arranged, the symbols
contained in a column are also moved to the new position. The new arrangement of a list is
saved automatically when the list is closed and is retained the next time the list is opened.
Columns can also be hidden and displayed. Right-click a column header. In the shortcut menu,
click the name of the column you want to remove from or display again in the list. A new
arrangement in a list is automatically saved when the list is closed and retained the next time
the list is opened.
SIMATIC BATCH V9.0

Interpret type and status symbols: Corresponding symbols are displayed for each object listed
(in overview and batch lists). The following object symbols are available:
● Libraries
● Master recipes
● Formulas
● Order category
● Order
● Batch
● Materials
For objects that can assume a status (libraries, master recipes, formulas, orders, and batches),
status symbols are also added as a prefix in addition to type symbols. For batches, the type
symbol is superimposed with additional symbols.
1 2 3
Figure 9-2 Symbols (Status and Type)
① Status symbol of a batch

② Type symbol of batches
③ "Order" table column
Select all
With CRTL+A or the menu command Edit > Select all, you can select all the objects of a list,
for example, to release all batches using the shortcut menu.
Status of the batches (Page 386)
SIMATIC BATCH V9.0

9.1.4.9 Output window for messages
Requirement
A PCS 7 OS (WinCC) runs on the BATCH client PC in process mode.
Output window
All the messages for batch control (system messages, process messages, error messages)
that are managed in the WinCC archives can also be displayed in BatchCC.
To display these messages, you can open the output window of the PCS 7 OS (WinCC Alarm
Control) in BatchCC in a separate output window.
You open the output window with the menu command View > Toolbars > Output.
Customizing
● You can customize the properties of the message window (familiar from WinCC), for
example the columns displayed and the selection of messages.
● User settings are entered in the global database and restored the next time you start
BatchCC. Certain settings that are essential for SIMATIC BATCH are exceptions to this,
for example selection of BATCH messages.
● Select a message line and then select "Open control recipe" in the shortcut menu. This
opens the control recipe that matches the message.
SIMATIC BATCH V9.0

9.1.4.10 Extended batch information

The "Extended batch information" window display information about the active batch in plain
text. It not only provides you with information from the control recipe view using status symbols
and tooltips, but also with an independent message window with important batch messages
during operation.
You can use the window in BatchCC only if you the "Open control recipe for the batch"
permission as a logged-on user.
Figure 9-3 Extended batch information
Possible symbols in the dialog
Table 9-1 Symbols for status and type of an error message
Symbol Meaning
Error status: Completed
Error status: Reset
Error status: Outgoing
Error status: Outgoing and acknowledged
Error status: Pending
Error status: Pending and acknowledged
Error type: Error
Error type: Information
Error type: Warning
SIMATIC BATCH V9.0

Message texts
Messages concerning warning limit violations or errors that have occurred are displayed during
batch processing. Some examples are described below:
● Errors in the equipment module such as pending external error, for example.
● Errors due to lack of licenses, for example, to few UNIT licenses, no SIMATIC BATCH
Server license
● Errors in the allocation, for example, recipe element awaiting unit allocation.
● Errors in connections, for example no connection to the automation system.
● Errors in transition conditions
● Timeout for batch and step commands
Table layout
Each message is listed in a table row. The type, status, name, path, message text and time
stamp is provided for all messages. When you select a message in the table, the message
text appears below in a description field.
Navigation from the message line to the error

By double-clicking a message row, you can jump to a recipe element causing an error within
the control recipe view recipe in BatchCC. In addition, the messages contained in the table
can be sorted and filtered according to your own criteria. Filter settings in the message window
are only saved if the control recipe window was open in BatchCC at the same time.
Arranging the batch information window

You can show or hide the batch information window using the View > Toolbars menu. The
window can be moved to any position and can also be combined with other windows as a tab.
To reposition the window, click with the left mouse button on the title bar and hold down the
mouse button. Position symbols for the arrangement of the window are displayed when moving
the window. Move the window onto one of the symbols.
If you move the window to the inner position symbol within a displayed window, the window
will be displayed as an additional tab. Double-click the title bar to remove the window again.
SIMATIC BATCH V9.0

Figure 9-4 Position symbols
9.1.4.11 Shortcut window

In the "Shortcuts" window, you can create batches, master recipes and materials from the
navigation window of the BatchCC using drag-and-drop. By right-clicking on a shortcut symbol
in the shortcut window, available commands are displayed for selection in the shortcut menu.
These are identical to those offered in the navigation window.
Fast access
The shortcut window displays a type of fast access for frequently used objects. This eliminates
the need to navigate through folder structures in the BatchCC navigation window. You can
show or hide the shortcut window.
SIMATIC BATCH V9.0

Deleting all objects in the shortcut window

Right-click anywhere in the shortcut window to show the command "Delete all shortcuts". Left-
click on the command to delete all objects in the window.
Example
For example, when you save a master recipe there, you can open it using the "Open" command
from the shortcut menu and edit it immediately in the Recipe Editor.
9.1.4.12 Log
User actions that you have performed in BatchCC are recorded in the log. User actions are
assigned to various types. The following types are available.
Figure 9-5 Log
Types User actions

Project Process Historian was activated / deactivated
Process cell Process cell data activated by server. Process cell data cleaned up
Library element Library element deleted
Master recipe Master recipe deleted
Formula category Formula category
Formula Formula deleted
Order category Order category deleted
SIMATIC BATCH V9.0

Types User actions

Order Order deleted
Batch Batch deleted
Materials Materials deleted
Role Role in the user management deleted
Archives Restore performed from a backup file. Log was not imported during restore
Each user action is listed as a line with special attributes within a table. The attributes of user
actions are sorted in columns.
The following attributes are represented as table columns.
Column name Meaning

Type Type of user action. Types from above table.
Action User action from above table.
Name The text displayed in the "Name" column refers to the user action type. Example: When a batch is
deleted, its batch name is displayed.
Date Time and date of the user action including time zone information.
Computer The "Computer" column contains the computer name of the PC on which the user action was per‐
formed.
User Identification of the user who is logged on to the PC.
Comment Displays a comment text that was predefined or entered by the system or by the user for the action.
Comments are displayed in the language in which they were created.
BatchID/Code/etc. The BatchID is specified for batches. DB indent (SB8_) is specified for a restore. The material name
is displayed for materials.
Version For user actions on objects (materials, library elements, master recipes, and formulas), the version
of the object is specified.
Note
● Events in the log are updated by reopening the log.
● For a restore it is possible to disable the restoration of the permanent log. The check box
"Without log" is used. This will create an empty log in BatchCC.
● Batch data that results when process parameters are changed is output in the batch report
and not in the log.
Filtering by events in the log

You use a filter to search for the required user actions. Enter your search criteria in the "Name",
"Type", "Date from" "to", "User", and "Comment" fields or select them from the drop-down list.
Then click the "Filter" button. Wildcards are allowed for filter entries. The characters "*" or "?"
are permitted as variables. For example, you use "A*" to search for all objects beginning with
A. With "?" in a name, you search for all objects with this name and a variable at the location
of the "?" character.
If the search result is displayed as a table, further filtering in the columns is possible by clicking
the desired column header. This sorts the list entries accordingly.
SIMATIC BATCH V9.0

"Hide settings" button

With the "Hide settings" button, the filter settings and the comment display are hidden in the
"Log" window. To exit this window view again, click the "Show settings" button.
9.1.4.13 Editing window with BATCH objects
Object hierarchy
The object hierarchy can be structured in BatchCC in much the same way as the folder
structure of the Windows Explorer with folders and files.
The top folder is the batch process cell with the permission management. Below the Batch
process folder are the subfolders for "Libraries", "Master recipes", "Formulas", "Orders" and
"Material". You can create other folders within these to store a variety of objects (libraries,
recipes, formulas, etc.).
When you double-click on the permission management, the "Permission management" dialog
opens.
9.1.4.14 Window for displaying active applications

In this dialog, you can see information about BATCH applications that have started, for example
BCC and RE and elements within them that have been opened, for example recipes. These
elements are then being processed by a specified user on a specified PC.
Working in the dialog or reading out the allocation information

BATCH applications are displayed in the form of a grey bar and elements opened for editing
in the form of a brown bar in the time wrindow. If you hold the mouse pointer over a bar, you
will see the start time for the application or editing of the element in the tooltip.
The bars appear only as time progresses after processing starts (application or element). If
the window it is displayed in a reduced size, you can navigate to the current point in time, in
other words the right-hand margin of the time scale, by clicking on the time scale, holding down
the right mouse button and moving the mouse pointer to the left.
SIMATIC BATCH V9.0

Opening the dialog

To open the display window with the current applications, select the Options > Active
applications menu command in the BatchCC. This function opens a window with the currently
active applications.
9.1.5 Objects and object hierarchy
9.1.5.1 Objects and object hierarchy

The object hierarchy for library operations, master recipes, formulas and production orders
can be structured in BatchCC in much the same way as the folder structure of the Windows
Explorer with folders and files.
The following figure shows a possible structure in the project window within the BatchCC.
SIMATIC BATCH V9.0

User-defined structure of objects and folders

You can create self-defined folder structures below the libraries, master recipes, formulas,
production orders and materials folders.
Note
User-defined hierarchy structure
To allow you to better structure your process cell, you can also create a different, user-defined
hierarchy structure made up of BATCH objects and folders. The highest folder level cannot be
changed or freely defined. This applies to the folders "process cell", "libraries", "master
recipes", "formulas", "orders", "materials" and "permission management".
Showing dependent elements, references between BATCH objects

The "Dependencies" tab of the "Properties" dialog displays the assigned references to other
BATCH objects for the objects selected in the BatchCC (library operations and master recipes)
and the configured unit allocations.
● Libraries with library operations (Page 286)
● Master recipes (Page 287)
SIMATIC BATCH V9.0

● Formulas (Page 288)

● Production orders (Page 289)
● Materials (Page 291)
● Permission management (Page 291)
● Creating and manipulating objects (Page 270)
9.1.5.2 Libraries with library operations
Reusing recipe elements

You can use libraries to store recipe elements created with the BATCH Recipe Editor that you
require often in the master recipes. You can store and manage recipe operations (for
hierarchical recipes) and substructures (for flat recipes) in libraries. In the following
descriptions, recipe operations or substructures from libraries are called library operations or
library substructures.
Position of the objects
Available functions
● Opening and editing recipes (Page 316)
● Specifying the properties of library operations (Page 591)
● Validating recipes (Page 329)
● Releasing recipes for testing (Page 330)
SIMATIC BATCH V9.0

● Releasing recipes for production (Page 331)

● Status of the recipes and status changes (Page 332)
9.1.5.3 Master recipes
Storing recipe procedures

In this area, you can store the recipe procedures created with the BATCH Recipe Editor
according to the technological structure of your process cell. With the reference (can be set in
a dialog box) to a formula category and ultimately to a concrete formula, you have a complete
master recipe. There are both flat and hierarchical master recipes. If you have large numbers
of master recipes, these can be stored in different folders (without semantics) to achieve a
better structure.
0DVWHU
UHFLSH
IROGHU
0DVWHU
UHFLSHV
UHFLSH
SURF
GXUHV
UHIHUHQFH
WRIRUPXOD
FDWHJRU\
SIMATIC BATCH V9.0

Available functions
● Creating a new master recipe (Page 315)
● Opening and editing recipes (Page 316)
● Specifying the properties of master recipes (Page 316)
● Interconnecting master recipe header parameters with an external formula (Page 321)
● Working with the recipe overview (Page 323)
● Validating recipes (Page 329)
● Status of the recipes and status changes (Page 332)
9.1.5.4 Formulas
Creating formula categories

In this area, you create the formula categories with the formulas belonging to them according
to the technological needs of your plant. If you have large numbers of formulas of a category,
these can be stored in different folders (without semantics) to achieve a better structure.
SIMATIC BATCH V9.0

Available functions
● Creating a new formula category (Page 318)
● Specifying the properties of the formula category (Page 318)
● Creating a new external formula (Page 319)
● Specifying the properties of formulas (Page 320)
● Working with the formula overview (Page 324)
● Validating formulas (Page 331)
9.1.5.5 Production orders
Creating production order categories

In this area, you create the production order categories with the lower level production orders.
You can create batches for a production order. You also make the settings for batch
processing, for example the Start mode.
SIMATIC BATCH V9.0


Legend for figure:

① Order category
② Production orders with batches
SIMATIC BATCH V9.0

③ Status display of batches
Available functions
● Creating a new production order (Page 364)
● Specifying the properties of a production order (Page 367)
● Adding batches to the production order (Page 368)
● Specifying the properties of a batch (e.g. quantity) (Page 369)
● Setting the Start mode for batch processing (Page 371)
● Displaying and modifying unit allocation if required (Page 372)
● Chaining batches (Page 373)
● Displaying the run time of a batch (Page 376)
● Working with overviews (Page 273)
● Status of the batches (Page 386)
9.1.5.6 Materials
Creating materials
To be able to use input and output materials in recipes and formulas, these must first be entered
in BatchCC.
Available functions
● Defining materials (Page 307)
● Changing the quality (Page 308)
9.1.5.7 Permission management
Setting up permission management

The permission management is set up by the system administrator. Here, you can specify the
user permissions of the user roles for specific computers and for specific units for all the
functions of BatchCC and the BATCH Recipe Editor. This is only possible if the PCS 7 SIMATIC
Logon software is installed. Without this additional product, every user in SIMATIC BATCH
has all permissions comparable with the "Super user" role.
SIMATIC BATCH V9.0

9.2 Specifying user permissions
Available functions
● Specifying user permissions (Page 294)
● Changing user permissions (Page 299)
● Displaying user permissions (Page 300)
9.2.1 Introduction to permission management

SIMATIC BATCH supports the central user management SIMATIC Logon of SIMATIC PCS
7, which in turn is based on the mechanisms of the user management in Windows.
Basic procedure
● You define users and user groups (available on the particular Windows server) and define
passwords centrally in Windows.
● You can define user roles for SIMATIC BATCH and assign them to Windows user groups
using the Software SIMATIC Logon software.
● Within SIMATIC BATCH (BatchCC), you can make the following extra specifications:
– User permissions for one user role (global)
– Permitted user roles per computer (computer-specific)
– Permitted user roles per unit (unit-specific)
● The components of SIMATIC BATCH contained in SIMATIC PCS 7 are provided with the
data of users as they log in from a central logon service and are informed of possible logon
changes.
User roles for SIMATIC BATCH

The following user roles and associated user permissions are set as default for SIMATIC
BATCH. You can add additional user roles in the SIMATIC Logon roles management.
Additional information is contained in the online help for SIMATIC Logon.
Note
User groups and roles
When a user is a member of several Windows user groups that have been assigned a variety
of roles in SIMATIC BATCH, this user has a union set of the individual permissions from all
assigned roles.
SIMATIC BATCH V9.0

Preconfigured roles and assign‐ Preconfigured user rights

ment types (user groups / func‐
tion)
Super user Unrestricted full access to all functions of SIMATIC BATCH.
Automation engineer Reading and updating process cell data
Factory manager Editing, modifying or releasing recipes Creating batches.
Emergency operator Has no permissions by default. You have to configure accordingly.
Operator Starting, releasing, holding, resuming, locking, closing and archiv‐
ing batches.
Shift manager Creating and processing batches and formulas.
Process engineer Creating and modifying recipes
Super user
The administrator of SIMATIC BATCH takes on the role of "Super user". A user with the super
user role has all user permissions in SIMATIC BATCH and only this user can make changes
in the permission management. The following icon identifies a super user:
Rules for super users

● There is at least one role whose users have the "super user" status.
● In the roles management under Options > Roles management in the BatchCC, you can
change the name of this and all other roles. This means it is no longer simple to recognize
whether or not a role has super user status.
● SIMATIC BATCH creates the "Super user" role by default when the database is generated.
SIMATIC BATCH V9.0

● To find out which roles have super user status, you can open permission management with
Options > Permission management, "Individual permissions" tab in the BatchCC. There all
icons for roles with super user status have a yellow outline.
● A role that is assigned all permissions in Permission management (all entries have a check
mark) is not equivalent to a role with super user status.
● As well as always having all permissions by definition, roles with super user status also
have additional permissions that cannot be assigned to other users. For this reason, the
permissions of these roles cannot be edited: all check marks are always set in the
permission management.
9.2.2 Specifying user permissions
Requirements
SIMATIC Logon must be installed on every PC running BATCH applications. SIMATIC Logon
consists of two components:
● SIMATIC Logon Role Management (integrated in the BatchCC)
● SIMATIC Logon Service (logon dialogs)
Basic requirements for working with SIMATIC Logon:
SIMATIC BATCH V9.0

● To configure SIMATIC Logon for use in SIMATIC BATCH, there must be a Windows user
who is a member of the "Logon_Administrator" group. You can log on with this membership
(Start > SIMATIC > SIMATIC Logon > Configure SIMATIC Logon) and open the "Configure
SIMATIC Logon" dialog. There, you decide, for example, the language setting for the logon
dialog in the BatchCC. By being a member of this group, you can log on in the BatchCC
and open and configure roles management. However, you have no operator input rights
whatsoever in SIMATIC BATCH.
● Users intended to use SIMATIC BATCH must be added to the members of the "SIMATIC
BATCH" and "SIMATIC HMI" Windows groups. Only then can you assign the relevant roles
for SIMATIC BATCH to these users in the SIMATIC Logon roles management (Options >
Roles management in the BatchCC).
● Certain individual rights are defined for each role. This allows precise rights to be defined
for every operator of the batch process cell. To adapt the individual permissions and the
permissions for computers and units in the "Permission management" dialog, you require
a user that has been assigned the role of super user in the role management.
Note
Permission management on the BATCH server
If permissions are managed on the BATCH server, it is not enough to simply install SIMATIC
Logon on the BATCH server PC. A BATCH client must also be installed on the BATCH
server PC.
Defining Windows users and user groups

1. Select the menu item Start > Settings > Control Panel > Administrative Tools > Dialog
"Computer Management" > System > Local Users and Groups > Users/Groups.
2. With Action > New User/New Group, create all users (with passwords) and user groups in
the Windows network (Windows server).
Defining user roles for SIMATIC BATCH

1. Open the BCC.
The logon dialog for SIMATIC Logon Service is displayed.
2. Enter the user name, password, and domain of a Windows user who is a member of the
"Logon_Administrator" group here, and confirm your entry with "OK".
3. Launch the Roles management dialog in BatchCC with the menu command Options > Roles
management.
The "SIMATIC Logon roles management" dialog is displayed:
– You can create user roles for SIMATIC BATCH in the upper half of the dialog box and
then assign Windows user groups/Windows users to these user roles. As a result,
Windows users in SIMATIC BATCH have the assigned permissions of the BATCH user
roles.
– In the lower half of the dialog box, you can navigate through the Windows user groups/
Windows users of the available computers and domains.
SIMATIC BATCH V9.0

4. Create user roles for SIMATIC BATCH and connect the user roles to a Windows user group
or a Windows user.
The user roles listed here can be used as a template for creating new roles. Each user role
predefined by the system has special user permissions within SIMATIC BATCH. The user
permissions are passed on to the new user role.
5. Double click on the required role in the dialog above and then right-click on the "Groups
and users" object. Click the "Edit" command in the shortcut menu. The "Edit groups and
users" dialog opens. There, select the Windows group or the Windows user you want to
add to the role and move the group or user to the "Configured groups and users" box with
the red arrow button.
Note
Detailed information
You will find detailed information about the procedure in the SIMATIC Logon online help
and manual. You will find the manual in the Windows start menu using the menu command
Start > SIMATIC > Documentation > Language > SIMATIC Logon.
6. Confirm your settings by clicking the "Save" button.

Note
Assignment after restore
Following a restore of BATCH backup data in BatchCC, the assignment of user roles and
permission management performed previously in SIMATIC Logon may need to be checked
and, if necessary, adapted.
Defining user permissions for SIMATIC BATCH

1. Log in with your logon for the "Super user" role in the BatchCC.
Note
Super user status
Only members of the super user role can edit user rights, in other words, define and change
user rights. It is not possible to assign this permission to another group. The super user
role can be renamed in the SIMATIC Logon roles management and the "Super user" status
is transferred to the renamed role. In the figure below, for example, the administrator role.
2. Click the menu command Options > Permission management or select the corresponding
command from the toolbar. The "Permission management" dialog is displayed.
SIMATIC BATCH V9.0

3. In the "Individual permissions" tab, specify the user permissions for each user role:
SIMATIC BATCH V9.0

4. On the "Computers and units" tab, specify which user roles are possible on which computer
or unit.
– In the "All computers" folder, the computer names are displayed and the user roles below
them.
– In the "Units of the process cell" folder, the units are displayed with the user roles below
them.
5. Save your newly created user permissions with "OK".
Change user
To change the current user logged on in a BATCH application (BATCH Recipe Editor,
BatchCC), double-click on the logon display on the bottom right of the status line of the BATCH
application. Alternatively, you can click the key symbol or use the "Log off" command in the
"Options" menu.
SIMATIC BATCH V9.0

Result
The SIMATIC PCS 7 Logon Service is triggered and a new logon dialog opens.
Figure 9-6 SIMATIC Logon Service - one-time logon
You set the language for this dialog in SIMATIC Logon, "General" tab. You open this dialog
from the Windows Start menu Start > SIMATIC > SIMATIC Logon > Configure SIMATIC
Logon. Members of the "Logon_Administrator" group created in the Windows user
management as a result of installation of SIMATIC Logon can log on. Use user name "logon"
and password "logon" for the logon.
9.2.3 Changing user permissions
General
The user permissions can be modified during runtime, in other words, while you are creating
a recipe or editing something. User rights can only be changed by one person at any one time.
You cannot edit individual permissions of the "super user" role.
Requirement
To change or adapt the user permissions of the various roles, you need to be logged on as a
user with the super user role in the BatchCC.
SIMATIC BATCH V9.0

Procedure:
1. Select the menu item Options > Permission management in the BatchCC. The "Individual
permissions" tab of the "Permission management" dialog is displayed.
2. Navigate through the relevant user groups/functions and change individual permissions by
selecting or deselecting check boxes.
3. Save the modified individual permissions of the roles or user groups with "OK".
9.2.4 Display of user permissions
Procedure:
1. Select the menu command Options > Permission management in the BatchCC. The
Individual permissions tab of the "Permission management" dialog is opened.
2. You can display information about the permissions of all user roles in the "Individual
permissions" tab. To do this, navigate through the tree structure of the user roles or user
groups / functions.
3. In the "Computers and units" tab, you can see which user roles are possible on which
computer or on which unit.
SIMATIC BATCH V9.0

Tab "Computers and units" (Page 846)
9.2.5 Generating and displaying an info file with individual permissions
Info file with individual permissions for user roles

In the "Permission management" dialog you can click the "Generate info file" button to generate
a complete overview of the individual permissions you have configured for your user roles.
This overview can then be displayed in Windows Internet Explorer and printed.
Note
Logical dependencies between individual permissions
There are dependencies between the individual functions (and also, therefore, the
permissions) which are not supported by the software. You have the individual permission
"Edit master recipe", for example, but not the permission "Start recipe editor". Because you
do not have the permission "Start recipe editor", you cannot execute the permission "Edit
master recipe". In other words, you need both permissions to edit a master recipe.
Note
Software update, project migration with new individual permissions
Please note that when updating software and during project migration, the software does not
tell you that new roles are being added to the user management. Please check your configured
roles and make sure that you have the necessary permissions for operation in the user
management. You might need to assign a new individual permission to the corresponding role
to ensure that you retain the configured functional scope.
Structure of the info file

The SIMATIC BATCH version, the generation date of the html file, and a note about ID numbers
used which do not reference SIMATIC BATCH appear in the header.
The chapters listed in the contents are linked. You can navigate to the required chapter from
here.
All available individual permissions are displayed in the first chapter in the form of a table. All
individual permissions correspond to those listed for each role under "All functions" on the
"Individual permissions" tab in the Permission management dialog. A brief description and a
detailed description of each individual permission is provided. Please note that there may be
new individual permissions in new software versions for SIMATIC BATCH. This means that
only this generated html file always contains up-to-date individual permissions.
What do I need to remember about individual permissions with regard to the roles configured
in the project?
All individual permissions are assigned to function groups in the second chapter, "Function
groups". There are currently 10 function groups. The function groups contain the individual
SIMATIC BATCH V9.0

permissions necessary for their tasks. This should help you to assign your various user roles
with the appropriate individual permissions for their function. Please note that individual
permissions can be assigned to multiple function groups. Each individual permission in a
function group is linked to the Individual permissions chapter.
In the third chapter, "Roles", all individual permissions are assigned to various roles. These
roles correspond to the roles specified on the "Individual permissions" tab in the "Permission
management" dialog. It is possible to assign an individual permission to multiple roles in this
view also. Similarly, you have the option to link each individual permission to its description.
The fourth chapter, "All computers", presents information from the Permission management
dialog, "Computers and units" tab, in the BCC. You are shown which role is logged in on which
PC. The computer name is displayed. Every role shown is listed as a link, referencing the
corresponding role and the individual permissions.
The fifth chapter, "Units", presents information from the "Computers and units" tab in the
Permission management dialog. You are shown which role is logged in on which unit. Every
role shown is listed as a link, referencing the corresponding role and the individual permissions.
9.2.6 Setting up the emergency operator
Automatic logon of standard user or emergency operator

You can set up an emergency operator in SIMATIC BATCH using SIMATIC Logon. When a
logged-on user logs off in BatchCC, the specified user is automatically logged on as an
emergency operator in BatchCC. This ensures that the system can be operated at all times.
You create a new role named "Emergency_Operator" in BatchCC for this function and
administer the rights of this user group. The user logged on as an emergency operator cannot
log off in BatchCC.
Requirements
● You are using SIMATIC Logon.
● You have the necessary permissions in BatchCC and for SIMATIC Logon to make the
configuration.
Procedure
1. Open the "Configure SIMATIC Logon" dialog by selecting Start > SIMATIC > SIMATIC
Logon > Configure SIMATIC Logon.
2. Select the check box "Use the following data if the user is not explicitly logged on" in the
"Configure SIMATIC Logon" dialog, "General" tab.
3. Enter a name in the "Group" text box. For "User", enter the name of an emergency operator.
The name of the emergency operator specified here appears in BatchCC as a user who is
logged on.
SIMATIC BATCH V9.0

9.3 Reading in the ES data
5. Open the role management in BatchCC. Create a new role called "Emergency_Operator".
You do not have to assign a user to the role. Save the role management.
6. Open the permission management in BatchCC. In the "Computer and units" tab, you assign
the newly created "Emergency_Operator" group the permissions for the PC and the units.
To do this, select the check box for this user group.
7. Go to the "Individual permissions" tab and set the necessary permissions or functions for
the "Emergency_Operator" group. Close the dialog with "OK".
Result
Now if you log off from BatchCC, the emergency operator is automatically logged on with the
assigned permissions in BatchCC.
9.3.1 Reading process cell data into SIMATIC BATCH
Importing the process cell data for the first time

The first time you open the BATCH Control Center, no BATCH objects are displayed in the
left-hand editing window because they do not yet exist. To be able to use the batch-relevant
process cell data created in the engineering system (ES), this data must first be read into
SIMATIC BATCH. To do this, create a new process cell in the BATCH Control Center.
Requirement
The batch process cell data created in the engineering system (ES) has been downloaded
from the engineering station to the PCS 7 OS (runtime PC) of the BATCH server.
Procedure
1. Select the menu command Program > New process cell.
2. In the dialog, select the row for the process cell you want to read and confirm with OK.
Result
The process cell data is read in and is available in the BATCH Control Center and in the BATCH
recipe editor. You can now start to configure the recipes and plan the batches.
Update the process cell data if there is change in the engineering system (Page 304)
Updating a BATCH process cell (Page 306)
SIMATIC BATCH V9.0

"Assignment" tab in the "Updating the process cell" dialog (Page 831)
"Preview" tab in the "Updating the process cell" dialog (Page 834)
9.3.2 Updating process cell data after changes in the engineering system

If you have made changes to the BATCH-relevant process cell data in the engineering system
(ES) or have entered new data, for example a new unit, you must also make such changes
known in SIMATIC BATCH by reading the process cell data into the BATCH Control Center
again. When you do this, all the BATCH data is updated.
Note
Updating the process cell on the BATCH client
The updating of the process cell data takes place only on the BATCH client on which this phase
has just been started. All other BATCH clients continue to have access to the BATCH server
and batch process.
Changes in master recipes, library operations, formulas and formula categories are not,
however, possible at this point. If you attempt this, a dialog indicates that it is not possible.
Requirement
The batch plant data created in the Engineering System (ES) has been downloaded from the
engineering station to the runtime computer of the BATCH server.
What has been changed or added in the basic engineering?

Before you decide on an update, in the "Preview" tab you can display all changes made
between the current process cell data currently loaded in Batch and the new process cell data.
If you want to update the data later, click the "Cancel" button in the dialog.
The preview shows which objects have been deleted, changed or added in color.
The time when the process cell data was updated in the BCC is also displayed and when the
process cell data was loaded from the ES the last time.
If the two time stamps differ, SB is not working with the current process cell data, which can
lead to problems.
Since the preparation of the data is implemented in an HTML file, this results in some IE specific
system responses:
● The shortcut menu of the IE is also displayed unchanged in the preview.
● Everything derived from the IE such as the shortcut menu, print options etc are displayed
in the language of the operating system or the installed IE version.
SIMATIC BATCH V9.0

● The print settings from the BCC are not used for printing and the print preview. For printing
and the print preview, the print settings of the IE apply.
● The print settings apply to all IE instances regardless of whether the print settings are made
in the shortcut menu of the IE in the preview or directly via the shortcut menu of the IEE.
The following also applies:
● You perform the action of printing both directly in the dialog and via the shortcut menu.
● In contrast, you run the print preview only via the shortcut menu.
● If the BCC is started from WinCC the "Preview" tab is not displayed in the "Updating the
process cell" dialog.
Effects on the status of the recipes and formulas

After updating the process cell, all the recipes (master recipes, library operations) of this
process cell that were "released for production" and "released for testing" are changed to the
"Testing release" status. Objects in the "Testing release" status are checked automatically. If
the check is successful, the objects are returned to their original status. If the check is
unsuccessful, the objects are changed to the "Release invalid" status. Depending on the
project settings, they can now be edited and they can be released again.
In the overview lists (Page 273) you can, for example, release the recipes with one action by
selecting several rows and the command "Release for production" (shortcut menu).
Batch status changes with "Updating the process cell"

Batches with the status "blocked" and "released" are automatically checked when the process
cell is updated. They are set to the status "Testing release" for this.
During a process cell update, first the batch status is checked. The result of the check
distinguishes between incorrect and correct batches.
Batch status before the check Result of the check Batch status after the check
Released Batch is OK Released
Blocked Batch is OK Blocked
Released Batch is defective Release invalid
Blocked Batch is defective Release invalid
If a batch has "Release invalid" status following the check, you can no longer use this batch.
You can only delete it.
SIMATIC BATCH V9.0

9.3.3 Updating a BATCH process cell

Below, you will find a description of how to update a process cell. It is always necessary to
update your process cell if you make changes in the basic engineering that you also need to
make known to SIMATIC BATCH.
Requirement
The batch plant data created in the Engineering System (ES) has been downloaded from the
engineering station to the runtime computer of the BATCH server.
Procedure
1. Select the menu command Edit > Updating the process cell.
2. In the dialog, select the row with the modified process cell project and confirm with OK.
Result: The "Update process cell" dialog box appears. After confirming this dialog, the
process cell data is updated. Changed object data is overwritten. New objects are added.
The assignments are displayed based on the following symbols:
Object not assigned

Object assigned but at least on lower-level object is not
Object and all lower-level objects assigned
3. If there are any assignments missing between the objects of the old and new process cell
configuration, make the necessary assignments, as follows: Select the object with a missing
assignment in the left-hand window. In the upper right-hand window, select the value that
is not assigned and double-click on the object.
4. Repeat step 3 for all objects that are not assigned and then confirm your changes by clicking
the "OK" button in the dialog.
Result
The process cell data is updated. During this time, the process cell is locked for editing. The
process cell update includes a validation routine during which all the objects used in SIMATIC
BATCH are checked. If incorrect assignments are found, objects used in SIMATIC BATCH
can fail validation. In this case, you must adapt and re-release BATCH objects such as master
recipes, library operations, or formulas that have the "Release invalid" status following the
validation. Batches that are running are not affected by a process cell update. Batches that
have already been released and that have the status "Release invalid" following the validation
can no longer be used. Delete such batches and create a new batch with the modified master
recipe.
SIMATIC BATCH V9.0

9.4 Specifying the materials
Updating process cell data after changes in the engineering system (Page 304)
9.4.1 Editing materials
Purpose
At the start of batch planning, you must define the following in SIMATIC BATCH for materials
(products, by-products, waste products):
● The materials for input materials and output materials
● The quality of the main product
You define the materials in the list boxes displayed in the subsequent dialogs for recipe creation
and batch planning.
Materials and qualities must be assigned a unique alphanumeric code (for example an internal
company code) in the form of a string. This code can, for example, be used to specify a setpoint
and process value input at the interface blocks or SFC types to identify the material or product.
Note
Central material management
If you have a central material management department in your company, you can also write
the materials to the Batch data management (Batch CDV) using the user interface (API) of
SIMATIC BATCH.
Rules
● The material or quality can have a maximum of 255 characters.
● The material code is alphanumeric and can have a maximum of 16 characters.
● The quality code is numeric and be set in the range from 0 to 2147483647.
● Both the material name and the material code must be unique.
● The quality and the quality code must be unique within a material.
● When you delete a material, the system checks which recipes, libraries and formulas
contain use it. If this material is used there, it cannot be deleted.
How to create a new material

1. Select the "Materials" folder in BatchCC.
2. Select the menu item Edit > New.
Result: The dialog box "Properties of <materials>" opens.
SIMATIC BATCH V9.0

3. In the "Materials" tab, specify the following:

– Name of the material
– Unique alphanumeric code (string) for the material
– Whether it is an input and/or output material
4. Select the "Qualities" tab.
5. Add new qualities with the "New" button. Several qualities are possible for a material.
Note
Qualities for a material
The definition of qualities for a material is optional.
6. Confirm the new materials you have made with "OK".

Note
Shortcut menu for the "Materials" folder
As an alternative, you can also make these settings with the commands "New" and
"Properties" in the shortcut menu for the "Materials" folder in the tree.
Modifying and deleting

Using the shortcut menu commands "Properties" and "Delete" you can modify or delete existing
materials.
9.4.2 Changing the quality
Proceed as follows:
1. Select the quality BatchCC (in the "Materials" folder).
2. Select the menu command Edit > Properties.
3. Change the settings for the quality in the "Quality" dialog.
4. Save you new entries with "OK".
Note
Context menu for the "Quality" object
As an alternative, you can also perform this settings in the tree using the command
Properties in the context menu of the object .
SIMATIC BATCH V9.0

9.5 Recipes
9.5 Recipes
9.5.1 Flow chart: How to create and edit a master recipe
How to create and edit a master recipe
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SIMATIC BATCH V9.0

9.5 Recipes
9.5.2 Flowchart: How to create/edit a library operation
How to create / edit library operations and insert them in master recipes
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SIMATIC BATCH V9.0

9.5 Recipes
9.5.3 Basics of recipe creation
9.5.3.1 Relationship between header parameters, formula category and external formula
Header parameters (internal formula)

If you want to keep your material and production data directly in the master recipe, you can
do this in the recipe header. This is then known as an internal formula. The material and
production data can be set there during the creation of the master recipe and modified during
batch planning and/or also while a batch is executing. These parameters can be passed on
from the recipe header to individual recipe steps or from the recipe steps to the recipe header.
Interaction between header parameters, formula category and external formula

If you want to manage several material and production data lists for a master recipe, you must
do this outside the master recipe in "external" formulas belonging to a formula category.
In this case, a formula category is assigned to a master recipe. The parameters of the master
recipe are then interconnected with those of the formula category, the parameters that can be
manipulated by an operator using a formula during batch planning are marked. In the formula
category, the parameters are listed with the data type and physical unit. Concrete parameter
values, a high and low limit and a references to the procedure (master recipe), are in the
formula.
The parameters of external formulas can also be modified during batch planning and/or while
a batch is executing.
Note
Internal and external formula must not be congruent, this means, all recipe header parameters
must not be interconnected to an external formula. and not all the parameters of an external
formula need to be used in a master recipe.
SIMATIC BATCH V9.0

9.5 Recipes
Example of interaction
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9.5.3.2 Interconnecting parameters
Interconnecting parameters between the master recipe and external formula

After assigning the master recipe and formula category, the parameters for the input materials,
output materials and process parameters still need to be interconnected.
The advantage of this is that you can use independent parameter names in the formula
category of a master recipe. After assigning a formula category to a master recipe, you specify
the reference to the parameters in the formula category in the properties dialog. Parameters
of the same data type and same physical unit are made available from the formula category.
SIMATIC BATCH V9.0

9.5 Recipes
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9.5.4 Editing master recipes
9.5.4.1 How to configure a master recipe
Note
The order of the steps shown is not absolutely necessary. We have selected a method on
which the more detailed description of the actions is oriented.
You can also use master recipes without using the "formula category" and "formulas" objects.
In this case, the material and production data (formula) are set in the properties of the master
recipe.
Configuring a master recipe

The schematic below shows a recommended sequence for configuring a master recipe in
BatchCC. It illustrates clearly how to configure the assignments between the master recipe,
formula category and formula.
You create the actual recipe structure and set the properties of the recipe elements (Step 2)
in the BATCH Recipe Editor. All the other steps can be made in BatchCC.
SIMATIC BATCH V9.0

9.5 Recipes
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SIMATIC BATCH V9.0

9.5 Recipes
Basic procedure
You create the master recipes in the BATCH Recipe Editor:
● For hierarchical recipes: as a structure of recipe unit procedures (RUPs), recipe operations
(ROPs) and recipe phases (RPHs)
● For flat recipes: as a structure in substructures (SUBs)
In BatchCC, you can specify the reference to a formula category in the properties of the master
recipe (header parameters). In the properties of the formula, you specify the reference to the
procedure (master recipe). After these steps, you have a complete master recipe for batch
planning.
9.5.4.2 Creating a new master recipe

There are two ways of creating a new master recipe:
● In the BATCH Recipe Editor: see section "BATCH Recipe Editor"
● In BatchCC: described below
Follow these steps in BatchCC:

1. Select the "Master recipes" folder.
2. Select the menu item Edit > New > Hierarchical/Flat.
3. Enter the name and version of the new master recipe in the dialog displayed and confirm
with OK.
Result: The new master recipe is inserted as a object. The master recipe is in the initial
status "In Progress" and can now be edited.
Additional editing
You can now continue to edit the master recipe either using the shortcut menu for the object
or alternatively via "Edit" in the menu bar:
● Creating the recipe topology (Page 535)
To edit the master recipe, open the object with the "Open" menu command. The BATCH
Recipe Editor is then opened. In the BATCH Recipe Editor, you create the topology of the
master recipe with steps and transitions and define the properties of the recipe elements
(RUPs, ROPs, RPHs, SUBs and transitions).
● Specifying the master recipe properties (Page 316)
To specify the properties of the recipe header parameters, select the "Properties" menu
command.
● Working with the recipe overview list (Page 323)
As an alternative to the tree, the "master recipe" objects can also be edited in the recipe
overview. You can open the recipe overview with the menu command "Details". First, select
the folder with the desired master recipes in the tree.
● Validating recipes (Page 329).
SIMATIC BATCH V9.0

9.5 Recipes

9.5.4.3 Opening and editing recipes
Editing recipes
The recipe procedures of the master recipes and the library operations are created with the
BATCH Recipe Editor.
With the exception of deleting, that is only possible with the BatchCC, you can make any
modifications to recipe procedures and library operations with the BATCH Recipe Editor.
Proceed as follows in the BatchCC

To edit master recipes and library operations, the objects must first be opened:
1. Select the master recipe or library operation in the BatchCC
2. Select the menu command Edit > Open.
Result: The BATCH Recipe Editor opens displaying the graphic structure of the highest
hierarchical level of the recipe object.
9.5.4.4 Specifying the master recipes
Open tab dialog box

There are two ways in which you can open the "Properties of <Recipe name>" tab:
● In the BATCH Recipe Editor: See section "BATCH Recipe Editor"
● In BatchCC: described below
Follow these steps in BatchCC

1. Select the master recipe in the "Master recipes" or in one of its subfolders in the BatchCC.
2. Select the menu item Edit > Properties.
Result: The "Properties of the <recipe name>" dialog is displayed with the header
parameters. In the dialog tabs, all the Properties of the master recipe (Page 592) are
available, which must/can be specified in addition to the master recipe structure.
Some of the properties (parameters) already have a fixed value due to the detailed
configuration of the individual recipe elements (RUPs, ROPs, RPHs, SUBs transitions)
based on the process cell configuration in the engineering system. You can recognize
parameters or settings that can still be modified by the white editing fields.
3. Make the settings you require in the tabs and confirm with "OK".
SIMATIC BATCH V9.0

9.5 Recipes
Entering properties
You enter the properties of the master recipes in the following tab dialog box. Click the "Help"
button for context-sensitive help on each individual input or output box in the tab.
Reference to formula category

With the "Formula category" input box in the "General" tab, you assign the formula category
with the required structure for material and production data (formula) to the master recipe. It
is assumed that the formula category has already been created.
See also section: Relationship between header parameters, formula category and formula
(Page 311)
Interconnecting parameters
After assigning the master recipe and formula category, the parameters still need to be
interconnected. After assigning a formula category to a master recipe you specify the reference
to the parameters in the formula category in the properties dialog ("input materials", "output
materials" and "parameters" tabs).
See also section: Interconnecting parameters between the master recipe and formula
(Page 321)
SIMATIC BATCH V9.0

9.5 Recipes
Electronic signatures
Operator actions relating to recipes and recipe elements can be signed. You configure
electronic signatures in the "ESIG" tab.
See also section: Specifying electronic signatures (Page 389)
Overview of the properties of master recipes (Page 592)
9.5.4.5 Creating a new formula category

1. Select the "Formulas" folder.
3. Enter the name of the new formula category in the dialog displayed and confirm with OK.
Result: The new formula category is inserted as the following object.
With the formula category, you can now create a class of formulas with the same raw material
and production data structure.
Additional editing
You can now continue to edit the formulas as follows:
● Specifying the properties of the formula category (Page 318)
● Creating a new external formula (Page 319)
9.5.4.6 Specifying the formula category properties

1. Select the formula category in the "Formulas" folder or in one of its subfolders.
Result: The dialog box "Properties of <category name>" is displayed. In the tab dialogs,
the structure of the "Material and production data (formula) (Page 119)" can be specially
created for this formula category (external formula).
3. Enter the structure of the formula category consisting of the parameter names, data type
(only for process parameters) and physical unit and confirm with OK.
Result: With the formula category, you can now create formulas with the same raw material
and production data structure by creating new formulas under this formula category in the tree.
SIMATIC BATCH V9.0

9.5 Recipes
Entering properties
You enter the properties of the formula category in the following tab dialog box. Use the "Help"
button to get context-sensitive instructions for each specific input/output field on the tab.
9.5.4.7 Creating a new external formula

1. Select the required formula category in the "Formula" folder. If the formula does not match
any formula category, you have to create the corresponding formula category (Page 318)
first.
2. Select the menu command Edit > New.
3. Enter the name and version of the new formula in the dialog that follows.
Result: The new formula is inserted as a object. In the properties dialog for the formula,
you can now enter the required information for the materials, quantities and quality. |The
parameters of the higher level formula category are displayed in each case. If parameters are
missing, the formula category needs to be adapted.
SIMATIC BATCH V9.0

9.5 Recipes
Additional editing
The following actions are possible for additional editing of the formula:
● Specifying the properties of a formula (Page 320)
9.5.4.8 Specifying the properties of the formula

1. Select the formula under the formula category.
Result: The dialog box "Properties of <formula name>" is displayed. The possible range of
values for the parameters of the formula are displayed as the upper and lower limits.
3. Enter the required parameter values and select the corresponding master recipe.
Note
In the "Master recipe" input field you can select those master recipes to which the formula
category of the present formula has already been assigned. If the required master recipe
is not listed, change to the properties dialog of the master recipe and enter the reference
to the formula category there.
SIMATIC BATCH V9.0

9.5 Recipes
Entering the properties

You enter the properties of the formula in the following tab. Use the "Help" button to get context-
sensitive instructions for each specific input/output field on the tab.
Reference to the master recipe

In the "Master recipe" input box in the "General" tab, you assign a specific master recipe to
the formula. Thus a complete master recipe is present for batch planning.
See also section: Relationship between recipe header parameters, formula category, and
formula (Page 311)
9.5.4.9 Interconnecting master recipe header parameters with external formula
Interconnecting parameters
After assigning the master recipe and formula category, the parameters of the input materials
and process parameters must still be interconnected. Perform the parameter interconnection
for the master recipe in the properties dialog, provided the formula category was assigned
there (see also section Specifying the properties of the master recipe (Page 316)).
SIMATIC BATCH V9.0

9.5 Recipes
Follow the steps outlined below:

1. Select the master recipe in the "Master recipes" or in one of its subfolders in the BatchCC.
Result: The dialog box "Properties of <recipe name>" is displayed.
3. Change to the tabs for input materials, output materials, or parameters.
4. Create the reference to a parameter in the formula category in the "Source" column.
– Left-click: The list box contains all the formula parameters of the same data type and
same physical unit for selection. It may be necessary to assign the unit first in the "Phys.
unit" column. "<E>" is shown under Value indicating external (see figure).
– Right-click: Another dialog box opens. When creating new parameters, you can use this
to check whether a parameter of the same name at a different level will be overwritten
and if this is the case, you can see the level at which the parameter exists.
5. Confirm the references with "OK".

The header parameter is connected to the parameter of the external formula using the
parameter of the formula category provided this master recipe was already assigned to a
formula (see also section Specifying the Properties of the Formula (Page 320)). The values
of the formula are used in the parameters of the master recipe.
Display of parameter interconnection

The interconnection is displayed in the properties dialog of the formula with a connection icon
in the "Usage" column:
: interconnected
: not interconnected (or no longer interconnected)
SIMATIC BATCH V9.0

9.5 Recipes
Interconnecting parameters (Page 312)
9.5.4.10 Working with the recipe overview list
Recipe overview
The recipe overview provides you with a list of the master recipes of a selected area. Apart
from the properties from the tree, this list also shows the author and date of the last modification.
Using the shortcut menu for the list object, you can select the available functions in the same
way as in the tree structure (alternative editing method).
SIMATIC BATCH V9.0

9.5 Recipes
Selecting the recipe overview

Select the required area by first selecting a master recipe folder in the tree structure and then
selecting the menu command Edit > Details.
9.5.4.11 Working with the formula overview
Formula overview
The formula overview provides you with a list of all the formulas of a selected area. Apart from
the properties from the tree, this list also shows the author and date of the last modification.
Using the context menu for the list object, you can select the available functions in the same
way as in the tree structure (alternative editing method).
SIMATIC BATCH V9.0

9.5 Recipes
Selecting the formula overview

Select the required area by first selecting a formula folder in the tree and then selecting the
menu command Edit > Details.
SIMATIC BATCH V9.0

9.5 Recipes
9.5.5 Working with libraries
9.5.5.1 How to configure library operations
Configuring library operations

The schematic below is a recommended sequence for configuring a library operation in the
BATCH Recipe Editor. You manage library operations in BatchCC. All the other steps can be
made in the BATCH Recipe Manager.
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Principle of the procedure

You create reusable library operations in the BATCH Recipe Editor
● For hierarchical recipes: as a structure of recipe phases (RPHs)
● For flat recipes: as a structure in substructures, recipe operations ROPs and recipe phases
(RPHs)
A library operation for hierarchical recipes is created for each specific unit class. The unit class
is referenced in the header of the library operation. When the unit is to be selected by
conditions, specify the conditions for the future unit in the library operation.
In the BATCH Recipe Editor, you store the library operations created in this way in the
"Libraries" folder in BatchCC using a menu command.
SIMATIC BATCH V9.0

9.5 Recipes
When you create the recipe structure in the BATCH Recipe Editor you insert the required library
operation using a library reference. The library operation is not copied but a link to the library
operation within the library is created.
Any modifications required must always be made to the library operation stored in the library.
Any changes made to the library operation always affect all links (library references) in the
master recipes of the process cell.
Multiple use
A library operation can be used in the following ways:
● More than once in a process cell
● More than once in a recipe procedure (RP)
● More than once within a recipe unit procedure (RUP) – only with hierarchical recipes
● More than once within a substructure (SUB) – only with flat recipes
See also
Specifying the properties of the library objects (Page 591)
9.5.6 Status and validity of recipes
9.5.6.1 Status changes and validation
Status changes and validation of master recipes and library operations

The initial status of a newly created master recipe or library operation is always "In progress".
You can bring about status changes using the appropriate commands. For batch planning, the
master recipe must be valid.
Status Triggered by Meaning

New menu com‐ A master recipe or a library operation always has the
LQSURJUHVV mand status In progress after it has been created.
Validation The plausibility (validity) of the parameters in the proc‐

YDOLGDWHG (Page 329) menu ess cell data is checked.
command A results list or error list is displayed that indicates, for
example, which parameter settings are missing.
Requirement:
The master recipe or library operation has header pa‐
rameters and a recipe structure.
SIMATIC BATCH V9.0

9.5 Recipes

The two releases differ only in that different permissions
UHOHDVHG Release for testing and different user routines can be used.
(Page 330) menu Both releases can be started without first running the
command validation check. In this case, a validation test is run
Release for produc‐ automatically in the background.
tion (Page 331)
Revoke release If a master recipe or library operation had already been
UHOHDVH menu command released for production, the release can be revoked (for
UHYRNHG example to make modifications).
When updating the After updating, all the recipes (master recipes, library
WHVWLQJ process cell data operations) of this process cell that were "released for
UHOHDVH production" and "released for testing" are changed to
the "Testing release" status. After updating the process
cell data, the recipes and library operations in the "Test‐
ing release" status are checked automatically. If the
check is successful, the master recipes and library op‐
erations are returned to their original status. If the test‐
UHOHDVH ing is unsuccessful the elements will be transferred to
LQYDOLG the status "Release invalid". They can now be edited
and depending on the project settings they can be re‐
leased again.
Difference between releasing for testing and releasing for production

In the validation for release of a recipe, you can include you own test routines. Due to the
distinction between release for testing and Release for production, separate test routines can
be processed. You could, for example, only allow water as the product for recipes released
for testing. Different user permissions can also be defined.
Recipes released for testing can also be edited directly after revoking the release. If recipes
are released for production, editing is possible only with certain settings in BatchCC (Options
> Settings > Project settings).
SIMATIC BATCH V9.0

9.5 Recipes
Validity of the formula

For batch planning, the formula (with assigned master recipe) must be validated.

New menu command A formula always has the In progress status after it
LQSURJUHVV has been created.
Menu command The assignment of a master recipe and the validity

YDOLGDWHG Validation (Page 329) of the formula parameters are checked. A result or
error list is displayed that indicates which parameters
are not interconnected.
Requirements:
● A master recipe released for testing or production
is assigned to the formula.
● The formula parameters were interconnected
successfully
● The formula parameters are within the upper and
lower limit values
Release menu com‐ The release can be started without first running the
UHOHDVHG mand validation check. In this case, a validation test is run
automatically in the background.
Revoke release If a formula had already been released, the release

UHOHDVH menu command can be revoked (for example to make modifications).
UHYRNHG This is also the status if you make modifications in
the properties dialogs.
Requirements for batch control
Note
Only validated formulas with master recipes released for production can be used for batch
control.
Only test batches (for example, test mode with water) can be created with the master recipes
and library operations released for testing .
9.5.6.2 Validation of recipes
Definition
The validation covers the consistency of the library operations and process cell data used in
the created recipe.
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9.5 Recipes
Requirement
This is only possible when the recipe is edited with the elements step, transition and structure
elements along with the corresponding configuration of the recipe data (header).
Follow these steps in BATCH Control Center:

1. Select the recipe you want to validate (master recipe or library operation) in the tree.
2. Select the menu item Edit > Validation.
Result
A result display or error list is displayed that indicates whether or not the recipe header is
completed, whether materials exist, whether steps and transitions in the recipe are configured
and whether the normalized batch quantity is correct. Validation is also possible in the BATCH
Recipe Editor.
Note
If the recipe is open in the BATCH Recipe Editor, you can also jump to the part of the recipe
that caused the problem by double-clicking the entry in the error list. You can use the validation
control at any time. Validation does not change the recipe status.
External validation
Validation is possible based on modules that can be created and modified externally (plug-in
modules).
The SIMATIC BATCH; Plugin Concept documentation describes how to program these
modules. How to register these modules and activate their functions in SIMATIC BATCH is
explained in the section "Working with externally created modules for validation (Page 333)".
9.5.6.3 Releasing recipes for testing
Requirement:
The requirement for this function is the validation of the recipe. The validity of the recipe is first
checked automatically when you start this command.

1. Select the recipe (master recipe or library operation) in the tree.
2. Select the menu item Edit > Release for Testing.
Result: After it has been released, the recipe has the "Released for testing" status. This is
indicated by the following icon.
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If errors occur in the validation, the problems are displayed and the recipe status remains "In
Progress...". Release is also possible in the BATCH Recipe Editor.
Note
If the recipe is open in the BATCH Recipe Editor, you can also jump to the part of the recipe
that caused the problem by double-clicking the entry in the error list.
9.5.6.4 Releasing recipes for production
Requirement:
The prerequisite in this regard is the validity of the recipe. The validity is first checked
automatically with this command.

1. Select the recipe (master recipe or library operation) in the tree structure.
2. Select the menu command Edit > Release for production.
Result: After it has been released, the recipe has the "released for production" status. If
errors occur in the validation then these deficiencies are displayed and the recipe status
remains in "in progress". The release can also be executed in the BATCH Recipe Editor.
Note
If the recipe is open in the BATCH Recipe Editor you can go from the error list to the part of
the recipe causing the error by double clicking on the list entry.
9.5.6.5 Validating formulas
Definition
During validation, the formula is checked to make sure that a released master recipe is
assigned. The consistency of the formula parameters and their interconnections with the
parameters of the master recipe are also checked.
Requirements:
● A master recipe released for testing or production is assigned.
● The formula parameters were interconnected successfully
● The formula parameters are within the upper and lower limit values
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1. Select the formula you want to check in the tree.
2. Select the menu command Edit > Validation.
Result: A result or error list is displayed that indicates, for example, whether or not the assigned
master recipe is released.
Note
Validation can be executed at any time. The validation does not change the status of the
assigned master recipe.
9.5.6.6 Status of the recipes and status changes

The initial status of a new recipe is always "In progress". You can bring about status changes
using the appropriate commands. You must first open the context menu and select the
appropriate commands to change the recipe.
Meaning of the icon: On the left is the status icon (for example, released/release revoked/ etc.),
on the right is the type icon (for example hierarchical / flat).
Status displays of the recipes and their meaning
Symbol Status Meaning

In progress Initial status of a newly created and status after modifying
a recipe.
Released for testing Recipes that have been released for testing can be used
for creating a batch for test purposes. If the function is
given graded permissions, a distinction can be made be‐
tween testing the functionality (for example a test mode
with water...) and production.
Released for production This status indicates that the recipe has been tested for
normal production. Following the command Revoke re‐
lease, or Configure process cell, the recipe changes to
the "Release revoked" status.
Release revoked If a recipe has already been released for production or
testing, it can be changed to this status using "Revoke
release", for example to correct errors.
Testing release After updating the process cell data, all the recipes (mas‐
ter recipes, library operations) and formulas of this proc‐
ess cell that were "released for production" and "released
for testing" are changed to the "Testing release" status.
Release invalid After updating the process cell data, the recipes and li‐
brary operations in the "Testing release" status are
checked automatically. If the testing is unsuccessful the
elements will be transferred to the status "Release inva‐
lid".
A recipe that is already open and being edited is locked to prevent access by other operators.
This is indicated as locked by the additional symbol .
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Released recipes are displayed in BatchCC when you create batches.
9.5.6.7 Status of the formula and status changes

The initial status of a new formula is always "In progress". You can bring about status changes
using the appropriate commands. You must first open the context menu and select the
appropriate commands to change the formula.
Meaning of the icon: On the left is the status icon (for example, released/release revoked/ etc.),
on the right is the type icon.
Status displays of the formula and their meaning
Icon Status Meaning

In progress Initial status of a newly created formula.
Released for production This status indicates that the formula is intended for normal
production. Following the command Revoke release, or
Configure process cell, the recipe changes to the "Release
revoked" status.
Release revoked If a formula has already been released for production, it
can be changed to this status using "Revoke release", for
example to correct errors.
Testing release After updating the process cell data, all released formula
of this process cell change to the "testing release" status.
Release invalid After updating the process cell data, the formula in the
"Testing release" status are checked automatically. If the
testing is unsuccessful the elements will be transferred to
the status "Release invalid".
A formula that is already open and being edited is locked to prevent access by other operators.
This is indicated as locked by the additional symbol .
9.5.6.8 Working with externally created modules for validation

The validation can also be executed on the basis of modules (plugin modules) that can be
created and modified externally.
How you program these modules is described in the documentation SIMATIC BATCH; Plugin
Concept. Below, you will learn how these modules are registered in SIMATIC BATCH and how
to activate their functions.

1. Install the plug-in modules on the BATCH clients.
2. Select the menu command Options > Settings in SIMATIC BATCH.
3. Change to the "Used plug-in modules" tab.
4. If necessary, add new modules not yet known in SIMATIC BATCH and whose files are
located on the computer using the "Add" button.
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5. Select the module you want to use in the "Used plug-in modules" tab and confirm with "OK".
6. Result: The "Plug-in details" dialog box opens.
7. Here, you configure the functionality of the module and confirm with "OK".
8. Result: If no functionality is selected, a message is displayed telling you that no functionality
has been selected.
Note
At least one of the supported functions must be selected. Only then will the module become
active during the next validation.

10.Run the validation as described in the section "Validating recipes (Page 329)".
Result
If recipe elements are not run through due to the functionality of the modules, they are indicated
by being crossed through in the open control recipe.
9.5.7 Creating reports
9.5.7.1 Printing recipes
Definition of a recipe report

The pre-configured recipe report contains all the data required for production. This includes
the recipe header data, the recipe topology, the input materials, the output materials, the
parameter list and the procedural rules.
Principle
The recipe data for a report is provided centrally from the Batch database. In BatchCC, you
can print out the report for a master recipe for documentation purposes or view it in the print
preview.
Procedure in BatchCC
1. Select the Edit > Print preview > 1 Standard menu command for the master recipe
previously selected in the tree structure. As an alternative, you can also select a print
preview with the right mouse button when the master recipe is selected.
Result: The recipe report is displayed in the print preview window.
2. To navigate within the report, click the corresponding functions in the control bar located
at the top.
3. You can print out the displayed report data for documentation purposes with the Edit >
Print > 1 Standard menu command.
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9.5 Recipes
Printing a recipe directly

The complete report data for a recipe can also be printed out directly without the print preview
in BatchCC.
Print preview (Page 1051)
9.5.8 Exporting/importing
9.5.8.1 Information on exporting/importing
Usage
The Export/Import Assistant in SIMATIC BATCH enables the transfer of batch objects (master
recipes and libraries) from one PCS 7 project to another PCS 7 project. You not need recreate
the batch objects step-by-step.
The assistant offers support but does not serve as a backup mechanism (for example, in case
of loss of data). Use the Backup/Restore function for this purpose.
Application example: Export batch objects from a test process cell, and import these batch
objects into a productive process cell.
Data format
The data format created during the export is always "machine-readable" only, not documented
and may not be "reverse engineered" (interpreted) by the user.
A change or creation using external tools or manual intervention are not permitted.
How it works and limits

Batch objects are closely linked to the associated process cell data. The Export/Import
Assistant only offers support and does not create an exact copy.
The import process is considered to be "automatic recreation".
The automatically created batch object is created exactly as it is created in the recipe editor.
The structure of the batch object is identical to the structure of the original batch object. The
internal display is not an exact copy of the internal representation of the original batch object.
The data of the batch objects can differ due to the different PCS 7 projects from which they
originate.
This means you have to check the imported batch objects. You are the only one who can
determine if an adaptation made by the import is correct.
A BATCH object is always set to "In progress" after the import.
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You can customize the batch objects with the assistant during the import. The assistant makes
a recommendation for all assignments that can be changed. You must check this
recommendation and change it, if necessary. A summary is displayed at the end of the import
dialog.
You exit the import dialog by pressing the "Finish" button. The recipe data is adapted according
to the assignment you have selected. A recipe that matches the actual process cell is being
created.
The batch object is not shown as identical in the recipe comparator. The exact steps involved
in processing play a role when comparing recipes. The existing recipe comparison is not a
similarity comparison. To calculate its result, the recipe comparator also takes into account
the processing history.
Note
The transfer of a batch object from one project to another can never be checked for correctness
by the SIMATIC BATCH system.
Small differences between the projects and the adaptations of the batch objects during import
can result in an unexpected result that no longer matches the original.
In this case. it is irrelevant if the changes were made automatically or by the user.
9.5.8.2 Exporting/importing batch objects
Export/import assistant
A convenient assistant is available to guide you through the export and import of BATCH
objects.
Batch objects that can be exported/imported

● Libraries
● Master recipes
● Formula categories
Export
The exported data are saved to a file with the "*.sbx" file extension.
Import
The format used for SIMATIC BATCH with the "*.sbx" file extension is not available for external
applications.
If files with the "*.sbx" file extension were not created by SIMATIC BATCH, error-free
functioning cannot be ensured.
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To ensure error-free operation, only the format "BatchML" should be used for the import of
externally generated master recipes, formulas, or libraries.
The file extension can be "*.sbml" or "*.xml".
The "BatchML" document describes how to create external recipe data in BatchML format for
batch processes in SIMATIC BATCH.
The document and examples are available on the Internet in English and are intended for
BatchML/XML experts. Basic knowledge of BatchML and XML is mandatory.
You can find the document and the examples available for download on the Internet under
Entry ID 109747147:
Internet link (https://support.industry.siemens.com/cs/ww/en/view/109747147)
You can find information on the standard "BatchML" on the Internet:
Internet link (www.mesa.org/en/BatchML.asp)
Compatibility
You can export beginning with version V6.1. Export data from the current or an older SIMATIC
BATCH version are supported for importing.
Performance
When exporting/importing large recipes, you should only export one large recipe at a time into
a file or import one large recipe at a time out of file otherwise performance will be affected.
Start the Import/Export Assistant

● The Export Assistant can be started with the menu command Options > Export
● The Import Assistant can be started with the menu command Options > Import
● Alternatives for starting the export process without the assistant:
– Shortcut menu (libraries, master recipe, formula categories) for each element
– Overviews (libraries, master recipes) for one or more elements
Note
All referenced objects, such as materials, libraries, formula categories, are included in
the export.
All formulas in a formula category are always included in the export.
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9.5 Recipes
9.5.8.3 Exporting using assistants
Procedure
1. Select the Options > Export menu command in BatchCC.
Result: The Assistant opens.
2. Select what you wish to export, libraries and/or master recipes and/or formula categories.
Note
All referenced objects (such as materials, libraries, formula categories) are included in the
export. All formulas in a formula category are always included in the export.
3. Press the "Export selected elements" button.

Result: The "Save as" dialog then appears.
4. Select the storage location and file name for the export file here.
9.5.8.4 Importing with the wizard
Principle of importing
The Import wizard is used to import exported process cell data (*.sbx file extension) or process
cell data from an externally created file in BatchML format (*.xml or *.sbml file format).
The recipe data on a source process cell that has been exported (see previous section), can
be imported again into the source process cell or another target process cell.
The import wizard supports you with interactive dialogs for importing.
After selecting the desired import file and specifying the type (master recipes, libraries, formula
categories), the corresponding content of the import file appears on the first page of the wizard.
You can specify which elements of the import file should be imported. If there is a saved object
with the same name in the currently open Batch process cell, this is displayed. When this
happens, enter a new name or exclude the object from the import.
In the subsequent dialogs, the import wizard compares the process cell data of the file to be
imported with the process cell data of the batch process cell open in BatchCC (target process
cell). The status of the assignments is display graphically. Missing assignments can be
manually removed by selecting check boxes. Assignments can only be made when the name
and data type match.
If an assignment cannot be made or if an element is to be excluded, leave the relevant check
box empty.
Note
If you deactivate the import of individual elements, the validation is no longer guaranteed. The
resulting errors in the validation check are shown in the validation log. You can correct these
errors in the Recipe Editor of the affected recipe.
Additional parameter assignments must be made for formula categories and libraries. If a
formula category is replaced, for example, the import wizard must be informed which parameter
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9.5 Recipes
from the new formula category corresponds to which parameter from the old formula category.
This is especially important to provide the interconnected parameters in the recipe header a
reference in the new formula category. The import wizard preassigns the parameters where
possible. These assignments should be checked and corrected if required. Parameters can
only be assigned when the target data type and unit of measure of the original parameter match
the data type and unit of measure of the assigned parameter.
Procedure
1. Select the menu command Options > Import in BatchCC.
2. Select the file to be imported.
The types (master recipes, libraries, formula categories) and number of objects associated
with the type are displayed depending on the content of the file.
3. Select the types that you want to import.
4. Click on the "Open" button.
– If you are importing a file with the extension *.sbx, continue with step 5.
– If you are importing a file with the extension *.xml or *.sbml, a dialog box opens.
If discrepancies have been found, they are displayed in the dialog box.
After eliminating the discrepancies, click the "Next" button.
5. Select the check box for the items that you want to import.
6. Following the instructions provided by the interactive dialog. Once you have completed the
settings for a dialog, click the "Next" button.
The entries are always checked for discrepancies before a dialog is closed. The system
checks if all elements with a check mark have an assignment. If not, correct this now. Then
click again on the "Next" button.
7. Once you have completed all dialog boxes, click the "Finish" button.
All selected elements are imported and displayed in the tree.
Note
All referenced objects (such as material, libraries, formula categories) are imported
according to your settings.
All formulas in a formula category are always included in the import.
You can find additional information in the section "Options > Import... menu (Page 1027)".
9.5.8.5 Tooltips and shortcut menu of the import wizard
Tooltips in the dialog boxes of the wizard

Tooltips are shown when you hold the mouse pointer over the list elements: Tooltips contain
information such as name, object ID and/or unit.
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Shortcut menu in the dialog boxes of the wizard

A shortcut menu can be opened for dialog boxes with assignment lists by right-clicking in the
dialog box. Depending on the status of the list lines, the following commands are available in
the shortcut menus:
Shortcut menu command Description

Import The check box is selected with this command.
If the check box for the list row is not selected, this command is the only one
in the shortcut menu.
Exclude from import This command is only in the shortcut menu if the check box for the list row
is selected.
This command clears the check box and removes any assignment or re‐
naming that you have made.
Rename This command is only in the shortcut menu if the check box is selected and
renaming is permitted.
Using this command, you can give the element a new name under which
the element will be imported.
Reject new name This command is only in the shortcut menu if the check box has been se‐
lected and the element has been renamed.
If you have inadvertently changed an element name, you can restore the
original name using this command. The entry in the corresponding column
is deleted.
Release assignment This command is only available in the shortcut menu if the check box
is selected and an assignment has already been made.
This command removes an assignment that has been made. The command
corresponds to the following button in the import wizard.
9.5.9 Comparing recipe objects
9.5.9.1 Window with comparison overview

The "Comparison of recipe objects" functionality is provided in BatchCC. You can compare
different versions of master recipes, libraries, and formulas with one another to identify
differences.
Selection of comparison objects

A comparison can be started in one of the following ways:
● Select an object in the tree view of BatchCC and select the "Compare with" command in
the shortcut menu under "Advanced"
The "Compare with ..." is opened. You select the object you want to compare in the dialog.
● Open the detail window of a hierarchy folder in BatchCC and select two comparison objects.
Then select the "Compare" command in the shortcut menu under "Advanced"
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9.5 Recipes
Display of the comparison results

Once the two comparison objects have been selected and the comparison was started with
the corresponding shortcut menu command, the result window with the comparison results is
opened.
The following elements are displayed in the result window with the default setting for the filter:
● Changed
● Inserted
● Deleted
Depending on the size and complexity of the comparison objects, it takes a certain amount of
time until all results are available. The number of different attributes/elements is displayed at
the bottom left of the window and the progress of the comparison at the bottom right of the
window of the status bar. A toolbar at the top of the window is provided for executing actions
and filtering result objects.
The expandable result blocks and their context-dependent data are listed in the display area
of the result window. At the right edge above each result block are the element type and a
means of expanding and collapsing the result block. At the left edge are the element name
and the full path within the overall object (recipe, library or formula). Three column headers
"Property", "Value (left side)" and "Value (right side)" are displayed vertically.
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9.5 Recipes
Meaning of the commands in the toolbar:
Icon Command/action
Prepares a print preview of the filtered comparison results corresponding to the display on
the screen but with expanded result blocks.
Prints out the filtered comparison results corresponding to the display on the screen but
with expanded result blocks.
A comparison that has been started but is not yet complete, is aborted.
Restarts the comparison
Changes the comparison direction. As a result, the comparison object of the left column
is swapped with that of the right column in the display and the "Show only elements present
on the right/left" symbols are also swapped.
Note
Saving the comparison results
You can save the comparison results as PDF/XPS files using a corresponding printer.
Meaning of the filters in the toolbar:
Icon Command/action
All unchanged elements are shown/hidden here. The values are displayed in both the
"Value (right side)" column and the "Value (left side)" column.
All changed elements are shown/hidden here. The values are displayed in both the
"Value (right side)" column and the "Value (left side)" column.
The elements that exist only in the comparison object (recipe, library or formula) in the
"Value (right side)" column are shown/hidden in the "Value (right side) column.
The elements that exist only in the comparison object (recipe, library or formula) in the
"Value (left side)" column are shown/hidden in the "Value (left side) column.
Basic principles of the display and interpretation (Page 342)
Special displays and interpretations (Page 346)
Formula comparison (Page 359)
9.5.9.2 Basic principles of the display and interpretation

The basic principle of the comparison of recipe objects in terms of display and interpretation
of results is explained using the following recipes:
● Recipe named Recipe example - V1.0
● Recipe named Recipe example - V2.0
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9.5 Recipes
Comparison of recipe named Recipe example - V1.0 with recipe named Recipe example - V2.0
The master recipe named Recipe example - V1.0 is structured as follows and contains the
following elements.
Figure 9-7 Master recipe V1.0
In the master recipe named Recipe example - V2.0 to be compared, changes have been made
as follows.
Figure 9-8 Master recipe V2.0
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9.5 Recipes
Changes:
1. The name of the "ROP" has been changed to "Recipe operation".
2. The "Heat_1" recipe step has been deleted.
3. The "Trans_2" transition has been deleted.
4. The "Agitate_4" recipe step has been added.
5. The "Trans_5" transition has been added.
Conditions for comparison of the two master recipes V1.0 and V2.0
● For the following comparison result, master recipe V1.0 was selected first and then master
recipe V2.0. For this reason, the values of recipe V1.0 are located in the left column of the
result and the values of recipe V2.0 are located in the right column.
● Only data needed to explain the principle, and not the entire data, is shown.
● In addition, the result elements are shown in expanded state, like in the printout.
Result of the comparison, display and interpretation

The individual attributes are shown in the following result blocks. The display is influenced by
your filter selection from the toolbar. The result window contains:
● All elements in the right and left columns that have not changed and/or
● All elements in the right and left columns that have changed and/or
● The elements in the right column that are only present in the comparison object of the right
column
● The elements in the left column that are only present in the comparison object of the left
column
Property Value (left side) Value (right side)

Recipe_example_1 Recipe
<absolute path>
Name Recipe example Recipe example
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05 (UTC
(UTC +2:00) +2:00)
<Additional attributes> … …
RUP_1 Recipe unit procedure
<Absolute path>
Name RUP RUP
Recipe_operation_2 Recipe operation
<Absolute path>
Name ROP Recipe operation
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9.5 Recipes

Heat_1 Step
<Absolute path>
Name Heat
<Additional attributes> …
Trans_2 Transition
<Absolute path>
Name Trans
Agitate_4 Step
<Absolute path>
Name Agitate
Trans_5 Transition
<Absolute path>
Name Trans
Each row in the table represents one result line. The first result block always shows the header
data of the two master recipes. This comprises the name, version and last change date of the
comparison objects. Each result line is preceded by an informative filter symbol. This is
followed by the name of the elements and the absolute path. The element type is given on the
right side, followed by a plus sign. Each result line can be expanded or collapsed to show or
hide additional comparison data for the selected element using the plus sign on the right side.
The expanded table rows for the comparison element are displayed with a gray background
to improve readability. The expanded display is referred to as the result block.
Individual examination of the comparison result

Result block 1: "Recipe header" element
The "Recipe example - V1.0" recipe has been compared with the "Recipe example - V2.0"
recipe.
Result block 2: Element "RUP_1"
The displayed symbol indicates that nothing has changed in this element. The values are
identical in the left and right columns.
Result block 3: "Recipe_operation_2" element
The displayed symbol indicates that something has changed in this element. Only the
values that have changed are displayed. The value before the change is located in the
left column, and the value after the change is located in the right column (here, left column:
"ROP"; right column: "Recipe operation").
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9.5 Recipes
Result block 4: "Heat_1" element
The displayed symbol indicates that the "Heat" element exists only in the "Recipe example
- V1.0" recipe. The values of all attributes available in this type context are displayed in
the left column.
Result block 5: "Trans_2" element
The displayed symbol indicates that the "Trans_2" element exists only in the "Recipe
example - V1.0" recipe. The values of all attributes available in the type context are dis‐
played in the left column. The system-internal name is used for transitions.
Result block 6: "Agitate_4" element
The displayed symbol indicates that the "Agitate" element exists only in the "Recipe ex‐
ample - V2.0" recipe. The values of all attributes available in the type context are displayed
in the right column.
Result block 7 -> "Trans_5" element
The displayed symbol indicates that the "Trans_5" element exists only in the "Recipe
example - V2.0" recipe. The values of all attributes available in the type context are dis‐
played in the right column. The system-internal name is used for transitions.
9.5.9.3 Special displays and interpretations

Because the explanations in the "Basic principles of the display and interpretation" section are
not sufficient for the following SIMATIC Batch constructs, the particularities for these are
described in this section:
● Simultaneous branch
● Alternative branch
● Synchronization line
● Monitoring container
● Recipe loop
● Transition condition
● ESIG (electronic signature)
● Control strategy
● Substructure/library reference
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9.5 Recipes
Interpretation rules
1. If recipe elements (RUP, ROP, simultaneous branch, alternative branch, synchronization
line, monitoring container, recipe loop, substructure) are newly added or deleted, the recipe
elements contained therein are not shown in the comparison.
2. If there are changes, additions or deletions in existing recipe elements (RUP, ROP,
simultaneous branch, alternative branch, synchronization line, monitoring container, recipe
loop, substructure, subelements), these recipe elements are shown accordingly as
changed, added or deleted in the comparison.
3. Moved recipe elements are shown as deleted in the original recipe and are shown as added
in the modified recipe.
4. High and low recipe limits are shown as follows:
– With unchanged recipe limits, the following character is suffixed to the displayed recipe
limits "*".
The character means that the recipe limits correspond to the engineering limits and have
never been changed.
– When recipe limits have been changed, only the limits are shown.
High and low recipe limits from basic engineering are not shown in the recipe comparison,
because these recipe limits cannot be changed in the recipe editor.
The display of the recipe elements corresponds to the explanations in the "Basic principles of
the display and interpretation" section and is not further explained here.
Simultaneous branch
A simultaneous branch has been added.
The simultaneous branch was added. The new simultaneous branch contains three elements
in the "Recipe example - V2.0" recipe.

<absolute path>
Recipe Recipe example Recipe example
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
AND_3 Simultaneous
<Absolute path> branch
Comment Parallel
Number of subelements 3
The number of elements in the simultaneous branch has been changed.
SIMATIC BATCH V9.0

9.5 Recipes
The simultaneous branch named "AND_3" has been changed. The simultaneous branch
contains three elements in the "Recipe example - V1.0" recipe and four elements in the "Recipe
example - V2.0" recipe.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
AND_3 Simultaneous
<absolute path> branch
Number of subelements 3 4
Elements that were added
Alternative branch
An alternative branch has been added.
The alternative branch was added. The alternative branch contains three elements in the
"Recipe example - V2.0" recipe.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
OR_4 Alternative branch
<absolute path>
Comment Alternative
Elements by which the alternative branch was added
The number of elements in the alternative branch has been changed.
SIMATIC BATCH V9.0

9.5 Recipes
The alternative branch named "OR_11" has been changed. The alternative branch contains
three elements in the "Recipe example - V1.0" recipe and four elements in the "Recipe example
- V2.0" recipe.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
OR_11 Alternative branch
<absolute path>
Synchronization line
A synchronization line has been added.
The synchronization line was added. Three elements are connected to the synchronization
line in the "Recipe example - V2.0" recipe.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015
+2:00) 11:06:05 (UTC
+2:00)
Sync_13 Synchronization line
<Absolute path>
Comment
Number of connections 3
Synchronization point (node ID1) ROP_2 - ROP_5
Comment (node ID1)
Blocking (node ID1) Yes
Comment (node ID2)
Comment (node ID3)
SIMATIC BATCH V9.0

9.5 Recipes
The number of connections to the synchronization line has been changed.

The synchronization line was changed. Two elements are connected to the synchronization
line in the "Recipe example - V1.0" recipe and three elements in the "Recipe example - V2.0"
recipe.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015
+2:00) 11:06:05 (UTC
+2:00)
<absolute path>
Number of connections 2 3
Synchronization point (node ID) ROP_8 - ROP_9
Comment (node ID)
Blocking (node ID) Yes
A synchronization line with attributes has been added.

The added synchronization line is connected to two elements in the recipe and the following
attributes were allocated:
● Comment or description via "Properties" dialog of the synchronization line (SyncLine
comment)
● Comment or description specified via "Add comment" dialog for each of the two connection
points (SyncNode 2.1 Comment and SyncNode-2.2 Comment)
● The "Blocking" property was set to "No" at the connection point (NodeID2)

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015
+2:00) 11:06:05 (UTC
+2:00)
SIMATIC BATCH V9.0

9.5 Recipes

<Absolute path>
Comment SyncLine comment
Number of connections 2
Comment (node ID1) SyncNode-2.1 Com‐
ment
Comment (node ID2) SyncNode-2.2 Com‐
ment
Blocking (node ID2) No
Monitoring container
A monitoring container has been added.
The monitoring container named "Monitoring" has been added. The monitoring container
contains two elements in the "Recipe example - V2.0" recipe and three elements will be
monitored.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Monitoring_8 Monitor
<absolute path>
Name Monitoring
Number of elements in the monitoring 2
container
Comment on monitored elements
Number of monitored elements 3
Comment on monitoring container
Description
Planned runtime 00 S
Monitoring time 00 S
Overwrite runtime No
Scaling the runtime
ESIG activated No
The number of elements in the monitoring container has been changed.
SIMATIC BATCH V9.0

9.5 Recipes
The monitoring container named "Monitoring" has been changed. The monitoring container
contains two elements in the "Recipe example - V1.0" recipe and three elements in the "Recipe
example - V2.0" recipe.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
<Absolute path>
Number of elements in the monitoring 2 3
container
The number of monitored elements has been changed.

The monitoring container named "Monitoring" has been changed. Three elements will be
monitored with the monitoring container in the "Recipe example - V1.0" recipe and four
elements in the "Recipe example - V2.0" recipe.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
<Absolute path>
Number of monitored elements 3 4
Elements that were added in the monitored area
Recipe loop
A recipe loop has been added.
SIMATIC BATCH V9.0

9.5 Recipes
The recipe loop was added. The recipe loop contains two elements in the "Recipe example -
V2.0" recipe.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Loop_11 Loop
<Absolute path>
Comment Loop
Elements that were integrated in the loop
The number of elements in the recipe loop has been changed.

The recipe loop was changed. The recipe loop contains two elements in the "Recipe example
- V1.0" recipe and three elements in the "Recipe example - V2.0" recipe.

Recipe example Recipe
<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Loop Loop
<Absolute path>
Elements that were added in the loop
Transition conditions
Condition 3 of a transition has been added.
A 3rd condition has been added to the transition "Trans_4. The name of the transition is located
in the absolute path. The condition itself is represented by the attributes.
The example corresponds to the condition:
SIMATIC BATCH V9.0

9.5 Recipes
U3_String value from RUP_2 unit must not have the value "ERROR"

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Trans_4 Transition
<absolute path>
Number of conditions 2 3
Logic (C1 OR C2) (C1 OR C2 OR C3)
Condition_12 Condition
<Absolute path>
Description
Operator <>
Right value ERROR
Left value U3_String (RUP_2:Uni‐
tParameter)
Effective immediately (left) Yes
Condition of a transition has been changed.

The operator and the right value have been changed in the 3rd condition of a transition
"Trans_4". The name of the transition is located in the absolute path.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Condition Condition
<Absolute path>
Operator <> =
Left value ERROR NULL
ESIG (electronic signature)

Set check mark at global attribute "Activate".
An ESIG is displayed as inserted if the check mark is set at the global attribute "Activate" in
the property dialog of the corresponding object (recipe, recipe function, etc.) in the ESIG tab.
In addition, at least one ESIG must be configured.
SIMATIC BATCH V9.0

9.5 Recipes
Here is an example for a newly inserted ESIG for a recipe with all available recipe-specific
actions for which ESIGs are possible:
● Abort batch
● Resume batch
● Release batch
● …
● Unlock

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
ESIG activated No Yes
ESIG that are available for this recipe ESIG
Remove check mark at global attribute "Activate"

Check mark at global attribute "Activate" has been removed.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
ESIG activated Yes No
The check mark at the global attribute "Activate" has been removed and the attribute
"Sequence" was changed for the "Abort batch" action.

Recipe example Recipe
<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
ESIG activated Yes No
<Additional attributes> ... ...
SIMATIC BATCH V9.0

9.5 Recipes

ESIG ESIG
Electronic signature/Abort batch
Specified signature sequence No Yes
Action for which an ESIG is possible has been changed

The role "Superuser" has been added for the ESIG for the "Abort batch" action.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
<Additional attributes> ... ...
ESIG ESIG
Electronic signature/Abort batch
Number of configured roles 1 2
Configured roles Operator Operator; Superuser
Control strategy
The control strategy has been changed.
The control strategy has been changed for the "Heat_10" recipe element. The control strategy
contains control strategy 1 in the "Recipe example - V1.0" recipe and control strategy 2 in the
"Recipe example - V2.0" recipe.

<Absolute path>
Name Recipe example Recipe example
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Heat_10 Step
<Absolute path>
Control strategy Control strategy 1 Control strategy 2
Substructure and library reference

A library reference in the hierarchical recipe has been resolved.
SIMATIC BATCH V9.0

9.5 Recipes
Since substructures are not possible in hierarchical recipes, the "Resolve substructure"
command applies here to library references. The library reference is displayed as deleted.

<Absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Lib_reference_Test_27 Recipe operation
<Absolute path>
Comment
Name LibReferenceTest
Description
Scaling the runtime
ESIG activated No
Lib_reference_Test_25 Library reference
<Absolute path>
Comment
Library reference LibReferenceTest
Description
Scaling the runtime
ESIG activated No
A library reference in the flat recipe has been resolved.

The "Resolve substructure" command also applies to library references in flat recipes. The
library reference is shown as deleted, and a substructure with the name of the previous library
reference is shown as added.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
SIMATIC BATCH V9.0

9.5 Recipes

Lib_reference_Test_6 Library element
<absolute path>
Comment
Name LibReferenceTest
Description
Scaling the runtime
ESIG activated No
LibReferenceTest Library reference
<Absolute path>
Comment
Library reference LibReferenceTest1
Description
Scaling runtime
ESIG activated No
A substructure has been resolved in the flat recipe.

The substructure is shown as deleted, and all elements from the substructure are shown as
added.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
SIMATIC BATCH V9.0

9.5 Recipes

Sub_6 Library element
<Absolute path>
Comment
Name Sub
Description
Scaling the runtime
ESIG activated No
Recipe phases included in the resolved substructure
Elements in the flat recipe in a substructure have been hidden.

All elements that are hidden in the substructure are shown as deleted, and the substructure
is shown as added.

<absolute path>
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 01.06.2015 11:06:05
(UTC +2:00) (UTC +2:00)
Sub_17 Library element
<absolute path>
Comment
Name Sub
<Additional attributes> ...
Elements hidden in the substructure
9.5.9.4 Formula comparison

With a formula comparison, you can compare two formulas within a formula category.
The formula attributes are displayed on both sides in the comparison header, corresponding
to the selected filter. This is followed by the recipe parameters, transfer parameters and
parameters for output materials and input materials, corresponding to the selected filter. The
attributes are displayed on both sides here as well. The reason for the display on both sides
is that it is not possible to add or delete something in one formula and not in the other formula
within a formula category. Thus, only attributes can be changed.
SIMATIC BATCH V9.0

9.5 Recipes
Comparing formulas

FormP1 Formula
<absolute path>
Name FormP1 FormP1
Version V1.0 V2.0
Last change 08.06.2015 14:36:58 (UTC 01.06.2015 11:06:05
+2:00) (UTC +2:00)
Input material 1 Input material
<Absolute path>
Setpoint 11 21
Material name Input material 001 Input material 002
Material code E001 E002
Output material 1 Output material
<Absolute path>
Setpoint 15 25
Material name Product 001 Product 002
Material code P001 P002
Parameter1 Recipe parameters
<Absolute path>
Setpoint 20 40
SIMATIC BATCH V9.0

9.6 Batch Planning
9.6 Batch Planning
9.6.1 Flow chart: How to create/edit a batch
Flow chart
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What can be planned?

A production order specifies which product will be manufactured. Batches can be assigned to
a the production order manually or automatically.
The recipe on which the batch is based specifies the production process and the duration of
the unit allocation.
SIMATIC BATCH V9.0

9.6 Batch Planning
The following can also be selected for a specific batch:

● Batch quantity
● Formula/master recipe
● Units used
● Start mode and start time
The sequence in which batches are executed can be selected by chaining the batches.
9.6.2 Planning batches
9.6.2.1 How to configure batches

You can create batches by using master recipes or formulas (with assigned master recipes).
The procedure is identical in both cases. The procedure for working with formulas is described
below.
Configuring batches
With SIMATIC BATCH, you can schedule batches and specify the chronological order of
several batches without having to release the batches immediately for production. Batches
can be derived from production orders.
The sequence shown below is the recommended order for configuring production orders with
batches in BatchCC. The diagram shows which settings must be made for batches.
SIMATIC BATCH V9.0

9.6 Batch Planning
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Basic procedure
You create the batches for the production orders in BatchCC. By defining and selecting a
master batch, numerous batches with similar properties can be created quickly. In the
properties of each batch, you specify the reference to a released formula with assigned master
recipe or to a released master recipe without a formula category assignment. You can specify
the batch quantity and Start mode for every batch. By chaining the batches, you can define
the order in which they are processed.
Note
Excluding blocking effects with batches
Depending on the current status of the batches, the batch structure, the number of released
batches and their start mode, it is possible that batches block each other when they are running.
This effect can occur in particular when there is a failover of redundant BATCH servers or
when exiting and restarting a BATCH server.
To make sure that batches do not block each other while they are running, configure start
allocations or work with chains in the "End" mode. This is particularly important when using
synchronization functions.
"Allocation" tab (Page 786)
SIMATIC BATCH V9.0

9.6 Batch Planning
Order of batch processing (Page 396)
9.6.2.2 Creating a new production order
Procedure in BatchCC:
1. Select an order category folder below the "Orders" folder.
A dialog with two tabs, "General" and "Batches", opens.
3. Make the following settings for the production order in the "General" tab:
– Name of the production order
– Planned total batch quantity for the order
– Earliest start and latest end of the batches
4. You then have two options as to how you continue the configuration.
1st option
You do not want to create specific batches yet. Simply confirm the settings made up to now
with "OK" at this point.
Result: The production order is inserted as an object in BatchCC. Later, you can add
batches to this order and set the actual properties for each batch.
See also section: Adding batches to a production order (Page 368)
2nd option
You move on immediately to the "Batches" tab.
For further settings:
See section: Assigning batches to a production order (Page 365)
SIMATIC BATCH V9.0

9.6 Batch Planning
See also
Displaying the properties of a production order (Page 367)
9.6.2.3 Assigning batches to a production order
1. While creating a new order, change to the "Batches" tab (properties dialog for the order).
2. Create the batches for the production order as follows:

– You can create new batches with the "New" button. You then make the settings for the
batch quantity, Start mode, formula etc.
– Working with the master batch: Select a batch in the table and then press "Copy", the
selected batch then gets the status of a master batch and all subsequently created
batches have the property of a master batch.
– Automatic: Using the "Automatic" button is a convenient method of calculating batches
for a specific amount of material.
SIMATIC BATCH V9.0

9.6 Batch Planning
3. If necessary, change the allocation to a unit or to a master recipe or formula by clicking on

one of the table cells "Allocations", "Product" or "Recipe/Formula".
Result:
4. In this dialog, you enter the product, the formula or the formula category. As a result, all
the assignments with a released master recipe and/or validated formula are listed.
5. Select the row with the correct assignment and confirm with "OK".
Result: The new formula or master recipe is assigned to the batch in the "Batches" tab.
Tip: First set all the properties (batch quantity, Start mode, formula) of the master batch in
the "Batches" tab or make any batch the master batch by selecting it and then creating
further batches with the "Copy" button.
6. Set the batch quantity in the "Quantity" cell. The reference scale standard of the quantity
has been previously configured. If you set a value outside the limits set by the minimum
and maximum scale, the value is corrected to the limit value.
7. If necessary, change the Start mode and start time in the "Mode" and "Start" table cells.
8. Confirm all your entries with "OK".
Result: The information about the number of batches and the total batch quantity of the
production order is updated in the "General" tab. The batches are created as objects
underneath the production order. The batches have the status "Planned".
Creating batches automatically

In the "Batches" tab, you can also create batches automatically using the "Automatic" button.
How to create batches automatically:

1. Select a batch as the master batch.
2. Click the "Automatic" button.
Result: The dialog for selecting the formula/master recipe is displayed.
SIMATIC BATCH V9.0

9.6 Batch Planning
3. This is where you select the formula/master recipe and confirm with "OK".
Result: The "Generate batches" dialog box appears.
4. Make all the required entries and confirm with "OK".
Result
The number of batches and the amount of each batch is calculated automatically and created
so that the total amount is produced.
9.6.2.4 Displaying the properties of a production order
1. Select the production order in the "Orders" folder in BatchCC.
SIMATIC BATCH V9.0

9.6 Batch Planning
Result: You can see the current status of the production order in the dialog. All the batches
created for the order are listed with their properties in the "Batches" tab. The "General" tab
contains the following properties of the order.
Properties of the production order
Property Meaning Modifiable

Name Name of the order. Can be modified using "Rename" on the short‐
cut menu provided the order is not yet re‐
leased.
Status Processing status of the order. Updated by BatchCC.
Planned quantity Batch quantity: Planned total Cannot be modified*
batch quantity of the order.
Actual quantity Batch quantity: Here, the total Updated by BatchCC.
quantity of all batches in the or‐
der is displayed.
Unit of measure Unit of measure for the Updated by BatchCC.
amounts**
Earliest start and lat‐ Time window for processing the Cannot be modified*
est end for the batches.
batches
Batches Number of batches for this or‐ Updated by BatchCC.
der.
Legend:
* Changes can only be made with the creation of a new production order.
** If batches have different units or different materials, "***" is displayed.
9.6.2.5 Adding batches to a production order

There are several ways you can add batches to the production order:
● When creating a new production order: see section: "Assigning batches to a production
order". (Page 365)
● By adding batches to an existing production order: described below.
SIMATIC BATCH V9.0

9.6 Batch Planning
1. Select the production order in the "Orders" folder.
Result: The "Batches" properties dialog for the production order appears.
3. Follow the same procedure as described in the section "Assigning batches to a production
order" (Page 365).
See also
Releasing batches (Page 388)
Opening the control recipe for the batch (Page 385)
9.6.2.6 Specifying the properties of the batch

There are three ways in which you can specify the properties of batches:
● When creating a new production order: see section: Assigning batches to a production
order (Page 365).
● When supplementing a batch for the production order: see section Adding batches to a
production order (Page 368).
● Later for an existing batch. This option is described below.
SIMATIC BATCH V9.0

9.6 Batch Planning
Requirement
The batch is in the "Planned" status and the control recipe is not open.
1. In the "Orders" folder in BatchCC, select the object "Batch" below the production order.
Result: The dialog box "Properties of <batch name>" is displayed. In this dialog, you can
do the following:
– Display and, if required, modify the batch quantity
– Setting the Start mode for batch processing (Page 371)
– Displaying and modifying unit allocation (Page 371)
– Displaying and modifying formula parameters (Page 373)
– Displaying the chaining of the batch and changing if necessary (Page 373)
– Displaying the run time of a batch (Page 376)
3. Make all the settings you require for the batch and confirm with "OK".
Result: After it is enabled, the batch can be processed depending on the selected Start mode
and the unit allocation.
SIMATIC BATCH V9.0

9.6 Batch Planning
Entering properties
You enter the properties of the batches in the following dialog. Use the "Help" button to get
context-sensitive instructions for each specific input/output field on the tab.
9.6.2.7 Setting the start mode of the batch processing
1. In the "Orders" folder in BatchCC select the object "Batch" below the production order.
Result: The dialog "Properties of <batch name>" is displayed.
3. In the "Start mode" input field, select "Operator", "Immediate" or "Time-driven".
4. You must also set a start time and date.
SIMATIC BATCH V9.0

9.6 Batch Planning
Possible start modes
Start mode Meaning

Operator You can start the released Batch with the menu command Control > Start .
Immediate When released, the batch is started as soon as the units required at the start of
the control recipe are free.
Time-driven The batch is started on a particular day, at a particular time. The start time and
date must be specified.
Note
Batches with the start mode "Immediate" are started before batches with the start mode "Time-
driven" (start mode "Immediate" takes priority) if the same units are involved.
9.6.2.8 Displaying unit allocation and changing it if necessary
Unit allocation and run time

A unit can only be involved in the production of one batch at any one time. The unit allocation
is displayed along with the duration of the allocation and is not related to any particular recipe.
The length of time required by units involved in a batch is set when the recipe is created. The
times are relative to the start of the batch and take into account the actual quantity of the batch.
If necessary, you can adapt the unit allocation in the properties dialog of the batch.
Note
The allocation times of the units are planning values used to optimize the use of facilities.
Please remember that these allocation times are not exactly the same as the actual times
required for batch control.
Procedure in the BatchCC:

1. In the "Orders" folder in the BatchCC select the object "Batch" below the production order.
3. Select the "Allocation" tab.
Result: The units reserved for the recipes are displayed in the table.
4. If required, modify the unit allocation. The "Unit" list box shows only the units that also have
the recipe phases being used.
5. Confirm your changes with "OK".
Overview of the unit allocations

You can also open an overview (read only) of the unit allocations with the menu command
Planning > Unit allocation.
SIMATIC BATCH V9.0

9.6 Batch Planning
9.6.2.9 Displaying formula parameters and modifying them if necessary
Changing a formula
In the properties dialog for the batch, you can make the final modifications to the formula
parameters.
Note
Formula parameters modified at this point apply only to this batch. The parameter values are
not changed in the formula used or in the master recipe used in the tree of BatchCC.

3. Change to the "Input material", "Output material", or "Parameters" tab.
Result: Tables are opened displaying all the header parameters of the master recipe with
the current values of the formula parameters.
4. If required, change the values of the formula parameters. The possible range of values are
displayed as the upper and lower limits.
5. Confirm changes with "OK".
9.6.2.10 Displaying the chaining of a batch

In the properties dialog of a charge, you can display any chaining of the batch and set and
change the start mode.

3. Select the "Chaining" tab.
Result: The defined predecessor/successors are displayed in the table.
4. If necessary, modify the chaining.
5. Confirm changes with "OK".
9.6.2.11 Setting batch order; chaining batches

If you want to make sure that a batch is only started after a previous batch has been completed,
you can also chain planned and not yet released batches. You can specify a predecessor
batch and then specify whether the predecessor batch is to be started or already completed.
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9.6 Batch Planning
Rule 1: Times in the tooltip, Gantt symbol, properties dialog and tree view
● In the case of non-chained batches, the displayed times are identical everywhere.
● If, in the case of chained batches, the planned starting time of a successor batch lies after
the end time of its predecessor batch, the displayed times are identical everywhere.
● If, in the case of chained batches, the planned starting time of a successor batch lies before
the end time of its predecessor batch, the planned start time is displayed in the properties
dialog. All other dialogs display the actual start time.
Rule 2: Start mode

● A batch in "Immediate" start mode is positioned in a chaining directly at the end time of the
predecessor batch and is started immediately after completion of the predecessor batch.
● If the planned starting time lies after the end time of the predecessor batch, a batch in "Time-
driven" start mode is started. If the planned starting time lies before the end time of the
predecessor batch, the chaining algorithm is used as the basis for positioning and starting.
● All batches in "Manual" start mode must always be started via an operator action, even if
they are chained. Therefore, the use of this start mode is recommended at most for the first
batch of a chain. All subsequent batches should have the "Immediate" or "Time-driven"
start mode.
Rule 3: Minimum intervals for chaining batches (GAP time)

● The GAP time guarantees a minimum interval between two chained batches.
● In the start mode "time-driven", a time-based offset t to the predecessor batch results,
depending on the planned starting time of the successor batch. At a configured GAP time
≥ t, the actual time offset corresponds to the GAP time; at a GAP time < t, the time offset
is equal to t, meaning that the successor batch starts at the planned starting time.
● In the start mode "immediately", the planned starting time does not play any role; the time-
based offset corresponds to the GAP time.
● At a manual start of a batch (chained or not), a configured GAP time is never considered.
Rule 4: Shifting in the Gantt chart

● Batches of a batch chain with the start mode "time-driven" or "manual" can be shifted in
the Gantt chart in both directions (menu Planning > Set batch order).
● A shift to the left is possible at the most up to the end time of the predecessor batch. In this
action, the planned starting time is always adapted.
● Shifting to the right is possible as far as you like. When the planned starting time of its
successor batch is reached, it and correspondingly all further ones are shifted to the right.
The planned starting time is updated for all the batches that are shifted to the right by this
action.
● In the start mode "immediately", only the first batch of a batch chain can be shifted to the
left or right.
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9.6 Batch Planning
Rule 5: Changing the planned starting time in the properties dialog

● If the planned starting time in the properties dialog is set greater than the end time of its
predecessor batch, the position and thus the real start in the Gantt chart shifts to the right.
● If the planned starting time in the properties dialog is set smaller than the end time of its
predecessor batch, the position and thus the real start in the Gantt chart shifts to the end
of its predecessor batch.
Rule 6:
● In the case of a manual start of a chained batch, the start is always carried out immediately,
irrespective of the start mode, position in the Gantt chart, completed predecessor batch,
planned starting time or GAP time.
Note
Please note that the rules described here refer principally to end chaining. However, they
also apply analogously for start chainings in the case of correct interpretation.
1. Select the menu command Planning > Set batch order.
Result: The "Set batch order" dialog box opens. All batches and their start and end times
are displayed on the left.
2. Select the correct time range on the right.
3. Select a planned batch in the time window that you want to chain with another batch.
4. Select the "Chain with predecessor" or "Chain with successor" command in the shortcut
menu.
5. Then select the predecessor or the successor batch.
Chaining mode
● You can also specify the following modes for the batch via "Properties" (shortcut menu) in
the "Chaining" tab:
● Start chain: This batch starts running as soon as the predecessor batch starts.
● End chain: This batch starts running only after the predecessor batch is completed. If the
batch is aborted or stopped, a query is displayed asking whether the next batch should be
started.
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9.6 Batch Planning
Result
Chained batches are displayed with a connecting line in the time window. By selecting the
batches and then the shortcut menu command "Cancel connection to predecessor", the
chaining is broken again.
Note
● Deleting chained batches can result in the interruption of batch chain.
Tips:
● You zoom the time scale by pressing the CTRL key and the right mouse button at the same
time.
● If you select a batch and the "Display" command in the shortcut menu, the time segment
associated with the batch is displayed in the time window. Information about shortcut menu
command: If the batch to be chained is displayed in the time segment by the "Display"
command, the chaining mode is lost. Instead, shift the time window until the batch to be
chained is visible in the time segment.
● If you select the batch and use the "Go to Predecessor" command in the shortcut menu,
you will jump to the predecessor in the time window.
9.6.2.12 Displaying the run time of a batch

2. Select Edit > Properties from the menu.
The "Properties of <batchname>" dialog opens.
The run time calculated in the Recipe Editor for the control recipe based on the individual
steps is displayed in the "Run time" box.
Note
These batch run times can be used to optimize planning. Please remember that these times
are not exactly the same as the actual times required for batch control.
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9.6 Batch Planning
9.6.2.13 Planning the unit allocation
Unit allocation
A dialog provides you with a complete overview of all batches and their unit allocation. Symbols
indicate whether or not there is a conflict or double allocation of the units by pending batches
or in the future. Both in processing mode and during the planning, the dialog provides
information about the allocation of batches and units.
Note
If units are selected using "The longest out of use", "Operator selection" or "Process
parameters" allocation strategies, they are not shown in the upper "Units" section. An allocation
conflict can only be clearly indicated when the "Preferred unit" allocation strategy is exclusively
used.
To select the unit allocation overview:

Select the menu command Planning > Unit allocation.
In the upper left area, you can display the units and corresponding batches. In the lower left
area, the batches are displayed at the first level and then the required units. This allows you
to optimize the unit allocation with various options. The time conflict is indicated by a red
lightning icon. Time conflicts can be eliminated in this overview dialog by simply moving the
batches in the right-hand time window.
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9.6 Batch Planning
Meaning of the symbols

● Yellow bar: Unit without conflict
● Gray bar: Batches with a run time longer than six hours. The icon to the left of the bar
indicates the current status of the batch.
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9.6 Batch Planning
● Blue bar: Batches with a run time shorter than six hours. These batches are always
displayed the same size. In other words, zooming does not magnify nor reduce the time
elements of these batches.
● Red bar: Units with conflict. The same unit is planned to be used by more than one batch
at the same time.
Note
As long as a batch is in the "planned" status, it can be dragged and dropped in a horizontal
direction (time scale) in this view.
Below a unit, all the batches that have not yet completed and for which the unit is used are
displayed. A batch can therefore occur more than once under "Units".
Moving the time scale

The time range can be moved using the arrow symbols at the left and right ends of the scale:
● Left arrow: Moves the time scale towards the past.
● Right arrow: Moves the time scale towards the past.
As an alternative, the time range can also be moved by clicking on the area between the two
arrows.
Continuous expansion and reduction of the time scale

The visible time range (for example one week) can be reduced (for example, two hours) or
expanded (for example, ten days).
By clicking on the area between the two arrows while holding down the "Ctrl" button, you can
zoom the time scale.
● Move the mouse to the left: the times scale is reduced.
● Move the mouse to the right: the times scale is increased.
9.6.2.14 Possible limit violations when adjusting the volume
Recommendations to avoid possible limit violations when creating a basic recipe and control recipes
based thereon (batches)
The following explanations demonstrate how limit violations can be avoided when releasing a
batch. Such limit violations are generally caused by adjusting the volume of the setpoint
parameters when creating a control recipe from a basic recipe.
Definitions
Recipe
A recipe is comprised of the recipe header, recipe steps and transitions.
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9.6 Batch Planning
Recipe header
Besides other data, the recipe header contains the standard mix as well as an high and low
limit of the recipe All set parameter values set within the basic recipe are related to this standard
mix. The standard mix is normally set within the stipulated recipe limits. for flexibility, a standard
mix is also possible outside of the recipe limits for smaller and larger volumes although this
limits the intended support of the recipe manufacturer by the system. Such master recipes can
always be released.
Recipe step
All recipe steps (RUP, ROP, SUB, RPH) contain set values such as the process parameters,
materials used and raw materials. The following takes into consideration only those recipe
steps that accord to an EPH or EOP function block. within the automation system The set
values of these recipe steps have an high and a low limit (also referred to as parameter limits)
that are configured within the engineering system and can no longer be changed within the
basic recipe. For each set value, an individual configuration can be made as an option when
creating the basic recipes of whether the volume of this value is to be adjusted when releasing
the control recipe (possible volume adjustments: linear and quadratic).
Unit
A unit recipe contains a candidate list of used units. The candidates result either by manual
selection of the unit in the candidate list (candidate mode) or by evaluation of configured
conditions (constraints mode).
Adjusting the recipe parameters

If an adjustment has been selected at a recipe parameter then set values can be optimally
entered when creating the recipe by dynamically calculated limit values in the displayed tooltip.
These limits calculated dynamically by the system are based on the candidate list and the
assignment strategy of the respective RUP (hierarchical recipe) or of the respective RPH (flat
recipe). If the set nominal value is within the recipe limits calculated by the system then no
parameter limits are violated when releasing the control recipe (batch release). However, this
presupposes that the mix is within the set recipe limits! If the standard mix is outside of the
recipe limits then a limit violation can not be excluded even if the set value is within the tooltip
limits.
With linear adjustment selected, the parameter limits are adjusted in the recipe editor according
to the following formula and then displayed in the tooltip:
● Adjusted parameter low limit = (standard mix / recipe low limit) * Parameter low limit
● Adjusted parameter upper limit = ( standard mix / recipe upper limit ) * Parameter upper
limit
Visualization / Tooltip highlighted in green

When adjusted nominal values are used, a check is made on the release of a control recipe
(batch release) whether the adjusted nominal values are within the limits defined by the
engineering system. Candidates that are no longer permitted are thereby removed from the
candidate list. It may also occur that no valid candidate exists any longer for this control recipe.
However, to ensure that such problems are not noticed for the first time at a later time, i.e. as
plausibility errors (limit value violations) on release of the batch, the creator of the recipe is
already supported by the system when working within the recipe editor and possible conflicts
are shown for prepared amounts within the set recipe limits.
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9.6 Batch Planning
If there are several candidates for an RUP (hierarchical recipe) or an RPH (flat recipe) then
the high and low limits of the parameter are displayed in green. These limits are adjusted
according to the respective parameters of all possible units, i.e. the lowest limit for the low limit
and the highest limit for the high limit. The values displayed in tooltip are calculated acc. to the
above-mentioned formula for linear adjustments.
Batch
When creating a control recipe (batch), the actual amount prepared may deviate from the
standard preset mix (the standard mix is always preset). The control recipe must be released
for production. The nominal values set in the basic recipe are only adjusted on release, i.e.
the actual volume adjustment is made here. The nominal values are re-calculated according
to the set adjustment (linear and quadratic) but only when the prepared amount is different to
the standard mix. If the prepared amount is not changed at the control recipe then there is also
no adjustment of the volume.
After the nominal values have been adjusted, they are checked against the limits of all possible
units. If the result of this check is that no unit fulfills the limits then release of the control recipe
is refused with a corresponding message.
When checking the adjusted nominal values, the limits from engineering are always used and
never the dynamically calculated limits of the recipe. The dynamically calculated limits are only
an aid for the creator of the recipe to avoid limit violations that are only noticed when the batch
is released.
Note
There are also batch releases that may lead to limit violations during the runtime of the batch,
particularly in case of executed loops; refer also to Example 2. The system cannot always
support you here in all cases! The user must accept responsibility here and make test runs of
the recipe such as, e.g. a water run.
Example 1
A recipe has the following requirements:
Recipe header
Reference quantity ① REFRecipe 1000 liter
Minimum quantity ② LLRecipe 100 liter
Maximum quantity ③ HLRecipe 5000 liter
Unit Unit A Unit B
Lower limit of nominal value LLSP 100 0

Upper limit of nominal value HLSP 1500 100
Setpoint SP 250 50
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9.6 Batch Planning

Figure 9-9 Fig 1: Recipe parameters
If, e.g. several units are possible in candidate mode for a partial recipe but no preferred unit
has been entered then the lowest low limit (0, 100) 0 or the highest high limit (100, 1500) 1500
of all candidates is entered for the nominal value to be adjusted. To present this clearly, the
nominal values are displayed in green (see Figure 2).
To make recipe design easier for the recipe creator, the limit values within which the nominal
value can be without violating the nominal value limits for mix quantities between the lowest
SIMATIC BATCH V9.0

9.6 Batch Planning
and highest amount are shown as a tooltip. For linear adjustment, these values are calculated
as follows:
● Adjusted parameter of low limit = (1000 / 100) * 0 = 0
● Adjusted parameter of upper limit = (1000 / 5000) * 1500 = 300
Figure 9-10 Fig 2: Display of the nominal limits of several candidates without preferred unit
If UNIT_B is specified as the preferred unit, the values from the corresponding function/
operation (here, low limit = 0 and high limit = 100) are displayed as the low/high limit in black
(see Figure 3). The tooltip limits are then as follows:
● Adjusted parameter of low limit = (1000 / 100) * 0 = 0
● Adjusted parameter of upper limit = (1000 / 5000) * 100 = 20
Figure 9-11 Fig 3: Display of nominal limits in candidate mode with preferred unit "UNIT_B"
SIMATIC BATCH V9.0

9.6 Batch Planning
If the nominal value is outside of the values of the limits calculated in tooltip then a warning is
issued on release of the recipe even although it is within the nominal value limits.
Example 2
Recipe header
Reference quantity REFRecipe 1000 liter
Minimum quantity LLRecipe 100 liter
Maximum quantity HLRecipe 5000 liter
Unit Unit_A
Lower limit of nominal value LLSP 100 liter

Upper limit of nominal value HLSP 1500 liter
Setpoint SP 250 liter
Amount of mix = 1000kg

As the amount of the mix is identical to the standard mix then no adjustment is made. A single
dosage has a total volume of 250 Kg in the container. The batch is plausible and is released.
Amount of mix = 5,000kg

As the mixed volume is 5 times greater than the standard mix, the nominal value is adjusted
in case of linear adjustment from 250kg to 1250kg. here, the upper limit of 1500 Kg for single
dosages is not exceeded - the batch is released.
Amount of mix = 6,000kg

As the mixed volume is 6 times greater than the standard mix, the nominal value is adjusted
in case of linear adjustment from 250kg to 1,500kg. Here, there are 4 single dosages of 1500kg
resulting in a total volume of 6000kg in the container. There is an overdosage of 1000kg in the
container although the single dosage volumes are within the limits of the single steps. However,
as the system only checks the limits of the single dosages, but does not permit the standard
mix to be exceeded or fallen below, the batch is plausible and is released.
Remedy
The incorrect behavior of this batch can be prevented by making a change to the configuration
at the upper limit of the single step from 1500 Kg to 1250 kg. Engineering and the creator(s)
of the recipe must work together on this. Please carry out the test runs.
SIMATIC BATCH V9.0

9.6 Batch Planning
9.6.3 Opening the control recipe for the batch
9.6.3.1 Opening the control recipe for the batch

Even during the batch planning, you can open the graphic recipe structure of the control recipe
to check it. In this case (batch is still planned), a validation is performed when it is opened! If
the batch is released, there is no validation.

2. Select the menu command Control > Open control recipe.
9.6.3.2 Icons in the control recipe view
What do the icons in the control recipe view represent?

For batches that have been started, the following icons can be displayed in the corresponding
recipe elements in the control recipe window.
Icon Description
Electronic signature necessary
Operator dialog exists
Recipe element locked (being processed)
Recipe element running
Breakpoint set
Error
Path of the recipe element
Comment on the property
9.6.3.3 Overview of the control recipes

In BatchCC, in addition to the open control recipe window, you can also open a structural
overview of the control recipe with the menu command View > Toolbars > Overview for control
recipe.
The complete control recipe is always shown in the overview window. The overview window
is used for more complex control recipes that you display enlarged in the control recipe window.
You use this function to visualize details in large recipes.
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9.6 Batch Planning
Using the overview window

The enlarged area is shaded in the overview window.
Note
The shaded area is released for moving only when objects are enlarged so much in the control
recipe view that they are cut off in the window.
If you click the shaded area, the area can be shifted to the point in the control recipe that you
are interested in. In so doing, the content is updated immediately in the control recipe window.
In this way you navigate easily to the required place, without changing the zoom factor again.
The shifted area is simultaneously displayed in the control recipe view.
9.6.4 Processing status of the batches
9.6.4.1 Status of the batches
Status of the batches

The status of a batch provides you with information about the batch processing. Example: Is
the batch completed or has it been aborted? The status symbols are updated dynamically.
The symbols indicating the batch status are shown in the order folder of the tree structure and
in the batch lists (Planning, Status and Result) in the BATCH Control Center. The table below
shows you which status symbols can be displayed in which batch lists.
Symbol Status Meaning Planning list Status list Results list

Planned The batch was created as a new batch X
in batch planning
Release prepared While releasing the batch, an error oc‐ X
curred in communication between
BatchCC and the BATCH server
(Batch control server).
Released The batch has been created and re‐ X X
leased. A control recipe exists.
Locked The batch has been created and re‐ X X
leased but was locked by batch control
to prevent it being started.
Canceled The batch was canceled. Further pro‐ X
cessing is no longer possible.
Waiting The batch was started and is now wait‐ X
ing for the unit or units required at the
start of the recipe to become free.
Running The batch was started or resumed and X
is being processed.
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9.6 Batch Planning
Symbol Status Meaning Planning list Status list Results list

Pausing after step The batch was paused, the steps cur‐ X
rently being executed are completed.
paused after step The batch was paused, the steps cur‐ X
rently being executed are completed.
Held The batch was held. X
Aborted The batch was aborted by operator in‐ X
tervention. Processing can no longer
be resumed.
Stopped The Batch was stopped due to an op‐ X
eration. Resumption is no longer pos‐
sible
Completed The batch was completed correctly. X
Testing release After updating the process cell data, X X
released batches change to the "test‐
ing release" status.
After the update, the batches in the
"testing release" status are checked
automatically. If the check is success‐
ful, the batches are returned to their
original status. If the testing is unsuc‐
cessful the elements will be transfer‐
red to the status "Release invalid".
Such batches must no longer be used
and can only be deleted!
Release invalid X X
Additional status
The following symbols indicate other batch statuses in addition to those listed above. These
symbols are superimposed on the type symbol for orders.
Symbol Status Meaning Planning list Batch status list Results list
Chained The batch is chained with a X X
predecessor.
Closed The batch is closed and can X X
be archived.
Archived The batch is archived. The X X
batch can now be deleted.
Error At least one recipe phase in X X
the control recipe of the
batch has reported an error
or the batch control itself is
in an exceptional state.
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9.6 Batch Planning
Symbol Status Meaning Planning list Batch status list Results list
Operator Pending operator prompts in X X
prompt the control recipe
● Operator instruction /
dialog or
● Electronic signatures
(ESIG) or
● Breakpoints or
● Individual steps stop the
batch sequence.
Online structure An online structure change X X
change was started.
9.6.4.2 Releasing batches

You release a planned batch as follows.
Procedure
1. Select the batch you want to release either in your order folder or in the navigation window
in BatchCC or in the planning list.
2. Select the Control > Release menu command.
Result
The batch is released for production. If errors occur in the validation, the problems are
displayed and the recipe status remains "planned". If no errors occur, the control recipe is
created. Processing of the batch is started depending on the Start mode. This assumes that
the units required for the start of the control recipe are free. If errors occur in communication
between BatchCC and the BATCH server (Batch control server), the batch only changes to
the "Release prepared" status. After communication between BatchCC and BATCH server
(Batch control server) is functioning again, the release can be completed by executing
"Release" again.
9.6.4.3 Locking a batch

To prevent a released batch from being started (by operator command or automatically), you
can lock it.
Procedure
1. Select the batch in the tree structure in the BatchCC or in the planning list.
2. Select the Control > Lock menu command.
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9.7 Electronic signature
Result:
The batch changes to the "locked" status.
To change a locked batch back to the "released" status, use the Control > Unlock menu
command.
9.6.4.4 Canceling a batch

Batches can also be canceled. After it has been canceled, a batch can no longer be used; in
other words the batch can no longer be released or started.
Procedure
1. Select the batch in the planning list or in the navigation window of the BatchCC.
2. Select the Control > Cancel menu command.
Result
The batch changes to the "canceled" status. You can only delete a canceled batch.
9.7.1 Specifying electronic signatures

SIMATIC BATCH supports the function "Electronic signature" according to the requirements
as regards FDA or 21 CFR Part 11.
The "electronic signatures" function allows you to enter one or more electronic signatures in
the form of dialogs similar to the logon prompts normal in Windows when defined actions are
taken with BATCH objects such as batches, recipes, recipe elements etc.
If an electronic signature is not entered, this prevents the corresponding operator action being
taken.
The entered signature data is saved in the batch history or in the relevant object being
manipulated and is available for subsequent evaluation (logging).
The actions taken with BATCH objects for which the "Electronic signatures" function is
activated can be defined for specific roles (permissions) in the "ESIG" dialog box. The acronym
"ESIG" stands for "Electronic signature".
Requirement
The SIMATIC Logon software verifies the logon data. This means that SIMATIC Logon must
be installed on the BATCH clients.
SIMATIC BATCH V9.0

What can be signed?

Operator action relating to BATCH objects such as batches, control recipes, unit recipes, recipe
operations, recipe phases and transitions
All the possible operator actions for the selected object are shown in the "ESIG" dialog box.
And you can only configure electronic signatures for the operator actions listed in the dialog.
The number and type of operator actions depend on the selected BATCH object.
Procedure
1. In the BatchCC, select the batch, the master recipe, or the library operation and then select
the Edit > Properties menu command or select the recipe procedure, the recipe unit
procedure, the recipe operation, the recipe phase, or the transition in the BATCH Recipe
Editor and then select the Edit > Object properties menu command.
Result: The "Properties of <objectname>" dialog box opens.
2. Change to the "ESIG" tab (in the figure below, this is for a batch) and select the "Activate"
check box. Result: A table with possible operator actions for the object is displayed.
SIMATIC BATCH V9.0

3. Click the "..." button in the "Roles" column of the required operator action. Result: The
"Configure roles" dialog opens.
4. Here, select the user roles required to provide an electronic signature for the selected
operator action:
Use this icon to move the "available roles" for operator input in the "Configured roles"
direction or back again to cancel already configured user roles.
Use these icons to specify the sequence in which signatures must be entered if multiple
signatures need to be obtained. First select the user role you want to arrange in order
in the "Configured roles" list.
1. Confirm the settings with "OK". Result: All the signatures required and the necessary
sequence of signatures are displayed in the "Configured roles" table in the "ESIG" dialog
box. The check box in the "Active" column is only enabled and available for selection after
user roles have been assigned to an operator action. You can then enable or disable the
actions requiring signatures in the "Active" column.
2. In the "Sequence" column, select the actions for which the signatures must be entered in
a specific order per action if more than one signature is required.
3. The "All at once" check box is always selected for all operator actions; this represents the
default and cannot be modified. When more than one signature is required per operator
action, all signatures must be entered at the same time; in other words, all electronic
signatures of all required roles must be entered in an open signature dialog box.
4. When completed, confirm the configuration with the "OK" button.
Result
At runtime of the object (batch, RPH, ROP, RUP, transition), after the action is complete, the
dialog box "SIMATIC BATCH: Sign" opens. For information on entering electronic signatures,
refer to section "Signing operator actions (Page 392)".
Note
Once electronic signatures have been created, they can be deactivated but not deleted.
Project settings > Electronic signatures

In the "Electronic signatures" tab in the project settings, you can enable or disable other
operator actions related to an action centrally for the entire project. You will find more detailed
information in the section Electronic signatures tab (Page 769).
SIMATIC BATCH V9.0

9.7.2 Signing operator actions

At runtime of the object (batch, RPH, ROP, RUP, transition), after the action is complete, the
dialog box "SIMATIC BATCH: Sign" dialog box opens automatically.
The signature request for the corresponding object is also visualized in the control recipe and
in the tree view of the BatchCC with the following icons.
Icon Description
Highlighting in the control recipe.
Highlighting in the BatchCC.
With a right-mouse click on the object to be signed and the shortcut menu command "Sign",
this dialog box can also be opened here.
With the "Sign" button of the dialog box "SIMATIC BATCH: Sign", the entry of the signatures
can be started. assuming that you have configured electronic signatures for the object.
Requirement
The SIMATIC Logon software verifies the logon data. This means that SIMATIC Logon must
be installed on the BATCH clients.
Initial situation:
After an operator action, the "SIMATIC BATCH: Sign" dialog box opens automatically. As the
representative of a user role, you are prompted to sign the action.
Procedure
Your user role appears in the dialog box "SIMATIC BATCH: Sign" in the "Signatures" table:
1. Click the "Sign" button.
Result: The "SIMATIC Logon Service - Signature" dialog box opens.
2. Enter your user name and your password and then select the correct domain or correct
computer.
SIMATIC BATCH V9.0


Result: The information for the signature is displayed in the "Signatures" table.
– If several signatures are required and the "All" option is active, all the signatures must
be entered at the same time in one open "SIMATIC Logon Service - Signature" dialog
box before clicking "OK".
– If several signatures are required and the "Individually" option is active, the open
"SIMATIC Logon Service - Signature" dialog box can be closed again with "OK" after
entering a signature.
In both cases, the signature is complete, only when all signatures have been entered.
4. Confirm the "SIMATIC Logon Service - Signature" dialog box with "OK".
Note
Remember that it may be necessary to complete the signatures within a specified time. The
time available and the expiration of the time is displayed in the "Times" group in the
"SIMATIC Logon Service - Signature" dialog box.
9.7.3 Forcing comment entry
Comment field in the "Sign" dialog

To sign operator actions, or the editing of recipes, you can now also force entry of a comment.
This means that the operator or the person who is required to sign electronically per user role,
is forced to enter a comment in the comment field of the "Sign" dialog, in addition to signing
electronically. Only then can he close the dialog with the "OK" button.
Requirement
To configure in the BATCH Control Center, enable the "Force comment when signing" check
box in the "Electronic signatures" tab of the "Project settings" dialog in the Options > Settings
menu.
Signing and comment entry

If an electronic signature with forced comment is configured for an action, the batch remains
at the step at which the signature is required, and a WinCC process control message is
generated. An icon indicating a signature request is displayed at the step and an icon indicating
an operator prompt is displayed at the batch.
Icon Description
Signature request at the recipe step.
Operator prompt on the batch in the BCC
SIMATIC BATCH V9.0

9.8 Batch control
Procedure
1. Open the control recipe in the BCC.
2. Right-click on the recipe step with the ESIG symbol and open the "Sign" shortcut menu.
3. Enter the required electronic signature and a comment.
Result
After signing with a forced comment entry, the held step is resumed.
9.8 Batch control
9.8.1 Requirements for batch processing
Requirements
Batch control with SIMATIC BATCH requires the PCS 7 OS (WinCC) system. Before a batch
can be processed, the following requirements must be met:
● The PCS 7 OS system must be operating in runtime mode (online).
● The SFC type instances or BATCH interface blocks must be known to the PCS 7 OS data
manager.
● The bus connection between the PCS 7 operator stations (OS) and the automation systems
(AS) must be active.
● The batches for the control recipes must have been generated already; in other words, the
batches have the "Released" status.
● The operator has the necessary permissions for batch control in the user management of
SIMATIC BATCH.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.2 Flow chart: How is a batch started and controlled?
How do I start and control a batch?
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The activities involved in batch control are as follows:

Opening the control recipe (Page 423)
Starting production of a batch (Page 426)
SIMATIC BATCH V9.0

9.8 Batch control
Changing setpoints (Page 463)

Commands for controlling batches (Page 428)
Commands for recipe steps (Page 430)
Locking a batch (Page 388)
Canceling a batch (Page 389)
9.8.3 Basics of batch control
9.8.3.1 Principle of Batch Control
Definition
By batch control, we mean the following:
● Batch execution
● Visualization and control of the batches on the PCS 7 OS
Batch execution
The program checks which units are required to start each released batch. Based on the
UNIT_PLC blocks, a check is made to find out whether the units have been released for use
by SIMATIC BATCH and are not allocated to other batches. If the units are free and released,
the batch can be started, otherwise the relevant parameters are reported for monitoring.
Batch control is always ready to receive OS messages about parameter changes. If a
monitored parameter changes, batch control is informed and takes the required action.
Visualization and operator control of the batches

In BatchCC, the control recipe for a batch can be opened. The presentation of the control
recipe corresponds to that of the BATCH Recipe Editor. While a batch is being made, the
states of steps and transitions are displayed color-coded. The dynamic display of events on
the monitor also allows an operator to intervene.
9.8.3.2 Order of batch processing
Order of processing
In SIMATIC BATCH the execution sequence of created batches (status: planned) is
determined by the order of their release. All released batches are included in batch control in
the order of their release. Batches that do not use the same units and equipment modules can
also be processed at the same time.
When the required units at the start of the control recipe are free, the batches are started
"immediately", "time-driven" or by the "operator", depending on the selected start mode. If
SIMATIC BATCH V9.0

9.8 Batch control
"time-driven" is set, the batches are started according to the set time. Once the time has
elapsed, the batch whose start time is furthest in the past is started first.
Note
The processing order of batches is guaranteed as long as the BATCH server is not shut down
and no redundancy failover takes place.
With a redundant BATCH server, the execution order becomes invalid when the server is
switched.
The processing order always becomes invalid when the BATCH server is restarted. It makes
no difference here whether the restart was caused by a problem or an operation.
Chain the batches if you want the processing order to be valid after a server restart.
Example scenario
● If a "Start allocation" for unit A was selected, the batch starts only when it can occupy unit
A. If the unit is allocated to another batch, the batch does not change to the "in progress"
or "waiting" status.
● There is another reaction if "Start allocation" is not selected: The batch changes to the
"waiting" state. In other words, the batch starts and waits until unit A is released.
Chaining batches
If you want the batches to be processed in a specific order (regardless of the order in which
they were released), you can also chain batches. For each planned batch, you can specify
which batch must be started and which batch must be completed before the planned batch is
started.
Chaining of batches (Page 373)
SIMATIC BATCH V9.0

9.8 Batch control
9.8.3.3 Executing a batch
Execution of a recipe in SIMATIC BATCH AS based

The following recipe is intended to illustrate execution of a recipe in As-based SIMATIC BATCH:
Figure 9-12 Online view of the control recipe in the BCC, status planned
Placeholder (No Operation = NOP) without runtime

The individual recipe phases (RPHs) in the recipe shown only contain NOPs configured without
a runtime. Since this recipe manages without feedback from the process or runtimes of the
recipe phases, it is good for demonstrating how SIMATIC BATCH AS-based works. In the
example, we are assuming that the UNIT_PLC block is installed in OB 32.
SIMATIC BATCH V9.0

9.8 Batch control
The batch runtime fits in the cycle

The batch needs a runtime of approx. 34 ms. If the "MaxCyclRun" parameter is set to a value
greater than or equal to 34 ms, the entire batch can be processed within one OB32 call. The
result can be seen in the following diagram. The status of all recipe elements is sent to the
BATCH control server within 34 ms via the direct communication channel of the BATCH control
server (BCS) and the AS.
Figure 9-13 Online view of the control recipe in the BCC, status completed and completing
SIMATIC BATCH V9.0

9.8 Batch control
The batch runtime does not fit in the cycle

If the "MaxCyclRun" parameter is now set to a value of less than 34 ms, the batch is not fully
processed within one OB 32 call, instead processing is split over several OB 32 calls (see
following diagram). In such cases it takes several seconds for the batch to be processed.
Figure 9-14 Online view of the control recipe in the BCC, status running
Note
Control recipe is run through once
Once a batch has been started, the entire control recipe is run through once without
consideration of the time set in the "MaxCyclRun" parameter.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.3.4 Processing the recipe structure
Principle
The recipe structure of a control recipe is processed according to the predecessor-successor
principle at all hierarchy levels. In other words, when processing of a recipe element is
completed, the processing of the next step in the sequence is activated.
Hierarchical recipe: Within a recipe unit procedure (RUP), the individual recipe operations
(ROPs) are executed in sequence accordingly. If the ROPs of different RUPs of a recipe
procedure are synchronized, several recipe operations (in different RUPs) can be started at
the same time. Within a recipe operation, the individual steps (recipe phases -> EPHs) and
transitions (step enabling conditions) are also executed sequentially.
SIMATIC BATCH V9.0

9.8 Batch control
Example of a hierarchical recipe

The following figure uses a color visualization to show the execution of a control recipe with a
typical hierarchical recipe structure. The entire control recipe is shown in the central window
and the right-hand window shows the execution of a recipe operation. This recipe operation
is only given the status "completed" when the synchronization is complete.
9.8.3.5 Status changes of equipment phases

SIMATIC BATCH uses so-called equipment phases (EPE, Equipment Procedural Elements)
for the recipe sequence. This can be of the type EPH or EOP.
To ensure problem-free cooperation with the overlying control, the equipment phase must
provide the following main states (final states), the transitional states are optional and not
absolutely necessary:
SIMATIC BATCH V9.0

9.8 Batch control
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The following must be differentiated relative to an equipment phase:
● A self-terminating equipment phase. After it has run, such a phase changes to the
COMPLETED status.
● A non-self-terminating equipment phase. Once it has run, such a phase changes to the
READY TO COMPLETE status. In the READY TO COMPLETE status, an EPE signals that
it must be completed actively by the control.
SIMATIC BATCH V9.0

9.8 Batch control
Control in manual mode (batch "Operation" start mode)

With commands for recipe steps, you can execute these status changes manually, for example,
during commissioning.
Operator commands for recipe steps (Page 430)
SIMATIC BATCH V9.0

9.8 Batch control
9.8.3.6 Status changes with batches
Statuses of a batch
The schematic below shows the possible statuses and status changes of a batch depending
on the existing status.
SIMATIC BATCH V9.0

9.8 Batch control
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SIMATIC BATCH V9.0

9.8 Batch control
Legend
1. The error status of a batch depends on the recipe procedure elements (RPEs).
2. For later use.
3. After "Release", can be reached from all statuses except "abort" and "completed", not using
additional ID.
4. After "Release" can be reached from all statuses except "abort", "aborting", "stopped" and
"completed", not using additional ID.
5. Depending on the project settings in the "Batches" tab, "Allow deleting of completed,
unarchived batches".
6. In addition: "archived", "archiving", "completed" and "completing", only additional ID.
Note
Status changes of a batch
1. ERROR" is an additional label that can appear in any status from "WAITING" onwards.
Once the cause of the problem has been resolved, the batch can be resumed using
"RESUME", aborted using "ABORT", or stopped using "STOP".
2. A batch is only in the "WAITING" status when it is waiting for its first unit to be allocated.
3. CLOSED" and "ARCHIVED" are additional labels, which continue to show whether the
batch was completed or aborted.
4. "Batch valid" is an interim status in normal conditions and a status in an error case,
assuming a validity check was successfully performed before the error occurred.
5. The additional label "archiving" is used only in connection with the "Prompt archiving"
technology.
States of the batch steps (Page 441)
States of a transition (Page 440)
PH Archive server - Prompt archiving (Page 485)
SIMATIC BATCH V9.0

9.8 Batch control
9.8.3.7 Status changes with recipe steps
Statuses of a recipe step

The figure below shows the possible statuses and status changes of a recipe step depending
on its existing status.
Note
All external clients, such as API clients, must comply with this diagram to ensure compatibility
with future versions.
All clients that receive recipe results, must be prepared for the optional statuses for future
software versions.
SIMATIC BATCH V9.0

9.8 Batch control
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SIMATIC BATCH V9.0

9.8 Batch control
Abbreviations and information on the diagram

EPH = equipment phase, e.g. heating
EOP = equipment operation
Container object = an object that can contain a lower-level object. For example in hierarchical
master recipes, a recipe unit procedure (RUP) and a recipe operation (ROP). In a flat master
recipe, for example a substructure (sub).
Continuous = continuous mode (continue)
Note
When a recipe step takes on the additional status "manual operation" and is occupied by
SIMATIC BATCH, the status can be changed from inactive to any other status. This means
that the recipe phase takes on the status of the SFC, for example.
9.8.3.8 Self-terminating and non self-terminating recipe phase
Self-terminating recipe phase and and non self-terminating recipe phase

For a self-terminating recipe phase the normal transition is from IDLE to RUNNING to
COMPLETED. The flowchart of a self-terminating recipe phase is shown below.
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SIMATIC BATCH V9.0

9.8 Batch control
Non self-terminating recipe phase

A non self-terminating recipe phase goes from IDLE to RUNNING to READY TO COMPLETE,
and waits for the COMPLETE/TERMINATE command of the higher level controller. With the
READY TO COMPLETE status, the recipe phase signals that it needs to be completed actively
by the control (non-self-terminating recipe phase). The flowchart of a non self-terminating
recipe phase is shown below.
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Example of a self-terminating and a non self-terminating recipe function

"Dosing, is a self-terminating process i.e. the function runs autonomously until it reaches the
"Completed" status. The "Dosing" process is reset by the recipe control and the subsequent
"Heating" phase is started.
"Agitate" is a non self-terminating process, i.e. the function reports "Ready_TC" (ready to
complete) as soon as the agitator is running at the target speed. The recipe control then
decides with the "Complete" command when the agitator should be switched off.
As soon "Transfer" phase that follows "Agitation" is set by the control, the agitator is switched
off with the "Complete" command. The "Transfer" function can start once the agitation reports
the status "completed".
SIMATIC BATCH V9.0

9.8 Batch control
9.8.3.9 Parameter trigger and start lock
Checking setpoints with parameter triggers

By setting the IPARAM input, the recipe phase informs the equipment phase that there are
new setpoints. This is the case prior to starting, when there is a change of control strategy or
after parameter changes when a phase is active. This gives the equipment phase the
opportunity of checking the setpoints and preventing the start with the start lock.
SIMATIC BATCH V9.0

9.8 Batch control
Start lock with IEPH and IEOP interface blocks

With the IEPH and IEOP interface blocks, the recipe phase takes into account the start lock
according to the following diagram:
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● If the start lock is already set after the equipment phase is allocated, the recipe phase only
writes the setpoints without the ISTART input. Instead, the recipe phase writes the IPARAM
input to inform the equipment phase that there are new setpoints. The equipment phase
then checks the setpoints and resets the IPARAM input and the start lock.
● Even when the equipment phase reaches the HELD status, it can still set the start lock to
prevent a RESUME. No parameter trigger is necessary because the recipe phase does not
permit a parameter change while a step is active.
Startup characteristics for SFC types

To achieve faster step change times, the startup characteristics of the SFC types have been
optimized as of SIMATIC BATCH V6.1.
Regardless of any start lock, SIMATIC BATCH always writes the allocations, the setpoints,
the IPARAM and the start command in a write job to the block. The SFC type checks the
setpoint values for useability and executes the start/rejects the start.
SIMATIC BATCH V9.0

9.8 Batch control
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9.8.3.10 Continuous operation of equipment phases

With SIMATIC BATCH it is possible to
set different parameters for an equipment phase within a recipe without having to deactivate
the equipment phase and reactivate it again afterwards. Concurrencies, such as agitating,
temperature adjustment, pressure are also maintained beyond recipe operations. This means
for example that at the end of an ROP an agitator is not switched off, and at the beginning of
the subsequent ROP, it does not need to be switched on again.
Flowchart
Below, you can see the flow chart of a non-self-terminating equipment phase set to continuous
operation:
During the changeover, the equipment phase remains in the "READY TO COMPLETE" status.
Instead of terminating the equipment phase, the first recipe phase simply sets the
CONTINUOUS ID via the ICONT input in addition to the basic status. The setpoints/actual
values are read prior to this. The sequence logic handles "CONTINUOUS" and "READY TO
COMPLETE" in the same way as "COMPLETED", in other words the recipe continues.
Because the CONTINUOUS ID is set, the second recipe phase can occupy the equipment
phase although its status is not IDLE. Once it is occupied, the CONTINUOUS ID is reset. To
allow the second recipe phase to start the equipment phase, it is possible to START from
"READY TO COMPLETE" in the status transition diagram.
SIMATIC BATCH V9.0

9.8 Batch control
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SIMATIC BATCH V9.0

9.8 Batch control
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Example of continuous operation

The filling of a condenser should be performed through valve Z in two steps. Agitation is
performed with speed 1 during the first filling with quantity X. There should be a pause of ten
seconds between the two fillings and the agitator should continue to run at the same speed.
Agitation is performed at speed 2 during the second step of the filling with quantity Y.
The block I/Os of the SFC must be supplied for all instances of "Agitate" in the ES configuration.
● ENASTART=1 allows restarting even if the SFC is still running
● SELFCOMP=0 SFC does not complete autonomously
In the Recipe Editor, the "Continue" check box must be activated in the "General" tab of the
"Properties" dialog box for the "Agitation" recipe phase that should continue to run. Once the
agitator is running, it reports "Ready_TC" (ready to complete) and, instead of the completing
the phase "CONTINUOUS" is set and the recipe execution continues with the next phase.
The same phase can be supplied with new setpoints later in the recipe and thereby be restarted.
SIMATIC BATCH V9.0

9.8 Batch control
SIMATIC BATCH V9.0

9.8 Batch control
9.8.3.11 Extended continuous mode of equipment phases

You decide in the project settings which behavior the equipment phases are to have in
continuous mode. You have the two following options:
● Equipment phase in continuous mode is to be completed when the recipe unit procedure
is completed or at the end of the batch (unit has been released).
● Equipment phase in continuous mode is to continue running when the recipe unit procedure
is completed or at the end of the batch (unit has been released) (Ready_TC) and it can be
allocated again.
Note
You have the option to explicitly prevent extended continuous mode.
You can find additional information in the section "Automatic complete obsolete".
Project setting
The project setting in the group "Batches" is read when the batch is created and is valid for
the entire runtime of the batch.
The information about which project setting the batch ran with is also stored in the batch archive.
You can change the project setting at any time. Batches that have already been created are
no longer influenced by this change.
Representation of the extended continuous mode

The status "Continue" is displayed in allocated equipment phases in extended continuous
mode in the same way as in continuous mode.
The status "Continue" is represented by the color blue.
The figure below shows, for example, the status "Continue" for the RUP Unit 1 and for
HeatingEOP CS1:
SIMATIC BATCH V9.0

9.8 Batch control
Before the recipe unit procedure is released, the extended equipment phase is released but
not completed.
To ensure that these steps are no longer controlled by the completed batch, the steps are
identified as follows:
● "Completed" status with dark green
● "Continue" status with two arrows as circle
If a recipe operation contains a recipe phase with the "Continue" label, the "Continue" symbol
is also displayed in the active ROP.
The figure below, for example, shows the following:
● The released extended equipment phase "HeatingEOP CS1" in the status "Completed"
and "Continue"
● Inheritance of the "Continue" symbol of the step SFCTypEPH CS1 to the ROP of the RUP
Unit 2
SIMATIC BATCH V9.0

9.8 Batch control
Automatic complete obsolete

If you have selected the setting "Yes" for "Extended continuous mode" under batches in the
project settings, automatic complete by means of SIMATIC BATCH in hierarchical recipes at
the end of an RUP or with flat recipes at the end of the batch becomes obsolete.
If you still want automatic complete to continue, integrate a non-continuous recipe phase
(continue not activated) within the existing master recipe:
● For hierarchical recipes at the end of an RUP
● For flat recipes at the end of a batch
SIMATIC BATCH V9.0

9.8 Batch control
Stopping or aborting in extended continuous mode

If the associated unit has not been released yet, a equipment phase can be stopped or aborted
in extended continuous mode.
Note
Recipe steps in continuous operation that are to continue running on released units, are outside
the area of influence of SIMATIC BATCH. This means they cannot be influenced by batch
commands.
In the figure shown above, two steps are running in continuous operation:
● HeatingEOP CS1
● SFCTypeEPH CS1
Of these two steps, only the step "SFCTypeEPH CS1" can be influenced by batch commands.
Batches > Settings (Page 771)
Abort (Control menu) (Page 1011)
Stop (Control menu) (Page 1014)
Stop step (Page 1063)
Abort step (Page 1064)
9.8.4 Starting batch control
9.8.4.1 Working with lists for Batch Control
Selecting lists for batch control

Select an object in the "Orders" folder in the editing window and then select the required list
in the Planning > menu.
● Batch planning list
● Batch status list
● Batch result list
Batch planning list

The Batch planning list shows all planned, released or locked batches. You can also start the
batches with the shortcut menu for the Batch planning list. When a batch is started, this batch
remains visible in the batch planning list and gets the new status (e.g. running). However, when
you reopen the Batch planning list, this batch will no longer be displayed.
If you want to display all batches during batch control, work with the batch status list.
SIMATIC BATCH V9.0

9.8 Batch control
Batch status list

The batch status list shows the status of each released, running, held, waiting and locked batch
as well as batches with errors and allows the batches to be controlled conveniently using the
shortcut menu for the listed object (right-click) or using the "Control" menu.
As an alternative, you can, of course, select all the functions relating to batches in the tree
(once again using the shortcut menu for the object). Working in the tree can, for example, be
an advantage if a control recipe window is open at the same time.
Batch result list

The Batch result list shows all the completed, aborted, stopped and canceled batches. The
display is updated dynamically. Using the shortcut menu for the batch result list, you can
archive closed batches and then delete them.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.4.2 Opening the control recipe

You can see detailed information about the processing of the batch in the control recipe
window. The control recipe of the batch is displayed as it was created in the BATCH Recipe
Editor.
Follow these steps:

1. Select the batch in the batch status list or in the tree.
2. Select the command "Open control recipe" in the shortcut menu for the batch (right-click)
or in the "Control" menu.
Result: The corresponding control recipe is opened and displayed graphically (analogous
to the view in the BATCH Recipe Editor). The toolbar of BatchCC displays buttons for
controlling the processing of the batch. When planned batches are opened, a validation
check is run.
Overview of the control recipe

In BatchCC, you can open the control recipe and also a structural overview of the control
recipe. With more complex control recipes, you can go to the relevant point in the control recipe
window by clicking on a recipe element in the overview.
Select the menu item View > Overview of control recipe.
Result: The overview belonging to the active control recipe window is opened (in the figure
below: bottom left). If no control recipe is open, the overview remains empty (gray).
SIMATIC BATCH V9.0

9.8 Batch control
Example
Adapting PCS 7 OS (WinCC) so that BatchCC opens with the current unit recipe
Using WinCC scripts, you can have the current unit recipe displayed in the application window
each time BatchCC is called. The current unit recipe is taken from the current operator picture
(unit) on the OS client.
Automatically opening a control recipe in BatchCC
The command line can be used to pass BatchCC a parameter specifying the control recipe to
be opened.
The parameter or opening the control recipe is: /B="X;0", X specifies the batch ID.
SIMATIC BATCH V9.0

9.8 Batch control
Examples:
● Open the control recipe with the ID 157: sbbatchcc32ux.exe /B="157;0"
Selecting an element (RUP/ROP/RPH/TRANS) within the control recipe
When a control recipe is opened with the '/B' parameter, an element (RUP/ROP/RPH/TRANS)
can be selected within this control recipe. If this element is in a substructure (such as ROP),
this substructure is automatically opened and the element is selected. The addressed element
is moved together with the selection into the visible area of the control recipe view (if necessary).
To select a special element within the control recipe, the second part of the '/B' parameter
needs to be filled out.
Parameter for opening the control recipe and selecting an element within the control recipe: /
B="X;Y", Y specifies the element within the batch with the batch ID "X". The element is
addressed by specifying the step number. The step number is also shown in every WinCC
picture in the SIMATIC BATCH faceplates. The step number consists of a part specified by
the container element (C-ID) and a part specified by the terminal element within the container
(T-ID). These two values are merged to a single value by a formula.
The formula is: <<C-ID>>*10000 + <<T-ID>>
Container elements are all elements that are used to hold other elements, e.g. RUP/ROP.
Terminal elements are all elements that do not have a "container" function and therefore do
not contain other elements, e.g. RPH/TRANS.
Examples:
● Open the control recipe with the ID 157, the ROP with the ID 2 and the RPH with the ID 4:
sbbatchcc32ux.exe /B="157;20004"
● Open the control recipe with the ID 12, the ROP with the ID 78 and the RPH with the ID
203: sbbatchcc32ux.exe /B="12;780203"
● Open the control recipe with the ID 8, the ROP with the ID 12 and the RPH with the ID 24:
sbbatchcc32ux.exe /B="8;12024"
9.8.4.3 Releasing a batch
Quantity scaling to the batch quantity

When a batch is released, it is passed to the BATCH batch control (BATCH control server).
At this point in time, a scaling function is applied.
During scaling, the values from the recipe, which apply to the reference quantity, are calculated
for the actual batch quantity. Since the batch quantity can still be modified after it is created,
the scaling for the final batch quantity must take place when the batch is released. After
successful scaling, the "linear or quadratic scaling" identifier is removed. In the "Properties"
dialog of a batch, the non-scaled values are displayed before the release, the scaled values
are displayed in the control recipe.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.4.4 Starting batch processing
Starting a batch
Only released batches can be started. Batches in the "immediate" and "time-driven" Start
modes are started automatically (a manual start is also possible in these situations and has
the same effect as a batch with the "operator" Start mode). Batches with the "operator" Start
mode must be started explicitly in BatchCC. Below, you will find the options available for the
"operator" Start mode.
Note
You cannot start a batch if it is chained to another batch and this predecessor batch has not
yet started or been completed (depending on the chaining mode)!
Starting the entire control recipe (batch)

1. Open the control recipe.
2. Click the following button.
Alternatively use the menu command Control > Start .

Result: The batch starts. The execution of the control recipe is visualized by the color coding
of the individual steps and transitions.
SIMATIC BATCH V9.0

9.8 Batch control
Starting individual recipe elements

Select the recipe element in the control recipe, right-click and then select "Start Step" in the
shortcut menu.
Rules
A recipe element within a control recipe can only be started when the recipe element in the
next higher hierarchy level has already been started. For example, a ROP at the next level
down from a RUP can only be started when the RUP has already been started.
It is always possible to abort or halt a lower level recipe element.
Only one recipe element can be processed within a sequence. This means, for example, that
if a recipe operation (ROP) is active, no other ROP can be started at the same time in the same
sequence or within the same RUP. An attempt to start another ROP would be rejected with
an error message.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.4.5 Locking a batch

To prevent a released batch from starting (per operation or automatically) you can lock it.
Proceed as follows:
1. Select the batch in the batch overview list or in the tree structure (BatchCC).
2. Select the menu command Control > Lock.
Result: The batch changes to the "locked" status.
With the menu command Control > Cancel lock, you can return a locked batch to the
"Released" status again.
9.8.4.6 Canceling a batch

Batches can also be cancelled. After canceling, the batch can no longer be released or started.
Proceed as follows:
1. Select the batch in the batch overview list or in the tree structure (BatchCC).
2. Select the menu command Control > Cancel.
Result
The batch changes to the "canceled" status.
9.8.5 Operator control during batch control
9.8.5.1 Commands for controlling batches

With the commands for controlling batches, you can start (only in the "operator" Start mode),
hold, resume or abort (only in the "operator" Start mode) the selected batch.
Buttons for controlling a batch (also available in the context menu of the batch)
SIMATIC BATCH V9.0

9.8 Batch control
Controlling a batch
The following table describes the functions of the control buttons and the reaction of the
batches.
Button Meaning Reaction

Start Starts execution of With this command, you start a released batch in the start
the control recipe mode "Operation". Batches with the Start mode "immediately"
and "time-driven" are started automatically.
You cannot start a batch if the batch is chained to another
batch and the preceding batch has not yet been started!
Pause after Control recipe pro‐ You can pause active batches using the "Pause after step"
step cessing is held, the command. In contrast to the "Hold" command, this command
steps in progress will simply prevents the control recipe from passing control to the
be completed next step. Active recipe phases are not affected and continue
until they are complete.
Batch control waits with the processing of the next transition
or the start of the next recipe step until the Resume command
is received.
Hold immedi‐ Control recipe pro‐ You can stop batches immediately with the "Hold immediately"
ately cessing is held, the command. In contrast to the "Pause after step" command, not
steps in progress will only the batch itself but also all the recipe phases currently
not be completed. active in the control recipe are held.
Resume Execution of the con‐ This command resumes batches that have been held in the
trol recipe is resumed batch control. If recipe phases have also been stopped then
at the point at which it these phases return to the status "Running".
was stopped.
Stop The processing of the You will find further information in the section "Stop (Control
control recipe is stop‐ menu) (Page 1014)".
ped at this step.
Abort The processing of the You will find further information in the section "Abort (Control
control recipe is abor‐ menu) (Page 1011)".
ted at this step
Completing a batch
A batch is completed:
Automatically when all the recipe steps of the batch were executed successfully or
With the operator command "Abort" or "Stop"
Aborting a batch when no AS connection is available

See section, "Aborting a batch when no AS connection is available (Page 455)".
SIMATIC BATCH V9.0

9.8 Batch control
Example of controlling batch processing
9.8.5.2 Operator commands for recipe steps

During the commissioning phase, for example, you can also hold, resume or abort all the recipe
procedural elements (RUP, SUB, ROP, NOP, RPH) within the hierarchical control recipe. The
commands "Complete step" and "Reset step" are also available. With these commands, you
can also force transitions to enable the next step.
SIMATIC BATCH V9.0

9.8 Batch control
Menu commands for controlling individual recipe elements

Select any recipe procedural element (RUP, ROP, RPH, transition) within the control recipe
and select the required command in the context menu. Commands that are not possible in the
current status of the element are gray and cannot be activated.
Controlling steps
The following table describes the functions of the buttons and the reaction of the recipe steps.
Online help for all context menu commands can be accessed by pressing F1.
Command in the context menu Meaning Reaction

Start step Start execution of the Inactive, completed or aborted steps (RUP,
control recipe at this SUB, ROP, RPH, transition) can be restarted
step. with this command.
Pause step (after step) Execution of the con‐ You can stop active steps (RUP, SUB, ROP)
trol recipe is held at with the "Pause after step" command. In con‐
this step, the currently trast to the "Hold immediately" command, this
active step is execu‐ command simply prevents the control recipe
ted until it is comple‐ from passing control to the next step. Active
ted. recipe phases of the step are not stopped but
continue until they are finished.
Batch control, before evaluating the next tran‐
sition or starting the next recipe step in the
same level (RUP, SUB, ROP), waits until the
"Resume step" command is received.
Hold step (immediately) Execution of the con‐ You can stop active steps (RUP, SUB, ROP,
trol recipe is held at RPH, transition) immediately with the "Hold"
this step, the currently command. All the active recipe phases in the
active step is not com‐ step are held.
pleted.
SIMATIC BATCH V9.0

9.8 Batch control

Resume step Execution of the con‐ The "Resume step" command resumes steps
trol recipe is resumed on hold (RUP, SUB, ROP). If recipe phases
at the held step. have also been stopped then these phases
return to the status "Running".
Note:
Steps in the error state can be reactivated
with "Resume step".
Complete step Execution of the step This command terminates the recipe phase
is completed. of a step (RUP, SUB, ROP, RPH) that is non-
self-terminating (requirement: Ready status).
Stop step The processing of the You will find additional information in the sec‐
control recipe is stop‐ tion "Stop step (Page 1063)".
ped at this step.
Abort step The processing of the You will find additional information in the sec‐
control recipe is abor‐ tion "Abort step (Page 1064)".
ted at this step
Reset step Execution of the step Following an abort, the unit or the equipment
is reset modules of the step are normally still alloca‐
ted. "Reset step" cancels the allocation IDs of
all the recipe phases in the step (RUP, SUB,
ROP, RPH).
Set/remove breakpoint The breakpoint is dis‐ You can find additional information in the sec‐
played as a red dot tion "Setting breakpoints (Page 439)".
next to the control rec‐
ipe element.
SFC visualization > Open This function opens Requirements:
overview the overview window ● The corresponding recipe phase must be
of the SFC visualiza‐ configured as an SFC type in PCS 7
tion. Double-click in
Engineering.
the window to display
the content. ● The PCS 7 OS Client add-on must also be
installed on the PC in addition to an
installation of the BATCH Client.
SFC visualization > Open This function opens a Requirements:
pane detail window of the ● The corresponding recipe phase must be
SFC visualization. configured as an SFC type in PCS 7
Engineering.
● The PCS 7 OS Client add-on must also be
installed on the PC in addition to an
installation of the BATCH Client.
Comment batch element ... Add comments for the -
individual batch ele‐
ments. This can be
done before, during
and after the runtime
of a batch.
SIMATIC BATCH V9.0

9.8 Batch control

Comment on messages ... Opens a dialog for the Requirement:
entry of comments on If no Process Historian is configured in a mul‐
the existing messages tiproject, the shortcut menu command can be
of batch control (sys‐ executed.
tem messages, proc‐
ess messages, error
messages).
Sign ... This function opens -
the dialog "SIMATIC
BATCH: Sign" for en‐
tering the electronic
signature.
Select unit ... Opens a dialog in -
which you can select
an available unit. This
function can only be
used for recipe ele‐
ments that has been
configured with an al‐
location strategy.
Object properties Opens the "Object -
properties" dialog
from which you can
obtain information
about the selected ob‐
ject and edit it.
SIMATIC BATCH V9.0

9.8 Batch control
Example of controlling recipe steps
9.8.5.3 Manual jump
Introduction
A manual recipe jump describes the ability of the operator to interrupt a recipe and resume it
at a different point.
SIMATIC BATCH V9.0

9.8 Batch control
Interrupting a recipe
To resume a recipe at a different point, no other steps may be active within a step sequencer.
These steps can be deactivated in SIMATIC BATCH as follows:
● Abort step or stop step
A step is aborted or stopped with the menu command of the same name.
In the "Abort step" dialog, the following buttons are available:
– Abort step
– Abort step (except conti.)
In the "Stop step" dialog, the following buttons are available:
– Stop step
– Stop step (except conti.)
● Allow step to run to end
To do this, set a breakpoint at the successor step and wait for the step to run to the end.
You can use the corresponding menu command to complete steps in the "ready to
complete" state.
Resuming a recipe at a different point

Select the "Start step" menu command to skip (forward jump) or repeat (backward jump)
sections of recipes based on the selected step. In the case of a backward jump, steps that
have already been run through are automatically reset (and, therefore, enabled) after the start
command. In the case of a forward jump, however, you must set preceding steps to this state
yourself. Before starting a step you must ensure that no more steps will be allocated or active
in the RUP concerned, nor will any more breakpoints be active. Please note:
● Releasing allocated steps
After steps are stopped or aborted, they usually remain allocated and, therefore, must be
reset. With the new project setting "Release recipe element after stop/abort", the release
occurs automatically directly after aborting or stopping.
In this case, however, it should be noted that the aborted or stopped recipe elements retain
the status "aborted" or "stopped" in the control recipe although the corresponding recipe
phases were released in the background and thus in the automation system and therefore
have the "inactive" status as can be seen in the corresponding faceplates in OS Runtime.
● Deactivating breakpoints
To deactivate an active breakpoint, you only need to reset the step concerned. Caution:
Removing an active breakpoint starts the step.
You can use the "Start step" menu command not only for inactive steps but also for completed,
stopped or aborted steps. This means that it is possible, for example, to abort and restart a
unit recipe without the unit being released in between.
As a precautionary measure, when the start command is selected, SIMATIC BATCH checks
whether there are active recipe elements before and after the start step and lists any it finds
in a note box.
SIMATIC BATCH V9.0

9.8 Batch control
Limitations for manual jump

● You can only start recipe elements which are located in an active ROP or in an active recipe
unit procedure. Recipe elements cannot be started manually in an ROP/recipe unit
procedure which is not active.
● The commands apply only to selected objects and not for all recipe steps in a batch:
– Abort step (except conti.)
– Stop step (except conti.)
● If a recipe contains several instances of the same recipe phase and one of these instances
is active in a simultaneous branch, one of the instances of this recipe phase started
manually by the user will remain in "waiting" until the active recipe phase is complete. This
means that the batch may be suspended at this recipe step.
● Partner objects are not started when starting recipe steps in simultaneous branches or after
synchronization lines.
● If a monitoring structure contains recipe phases in continuous mode, these phases remain
in this state in the event of a "manual jump" after the monitored area.
You will find information on project settings the section General (Page 758).
You will find information on the commands "Abort batch" and "Stop batch" in the sections:
● Abort (Control menu) (Page 1011)
● Stop (Control menu) (Page 1014)
9.8.5.4 Time out when transmitting operator commands
Time out time window

A positive acknowledgment has to be issued from the AS to the BATCH control server (BCS)
within a set time window. Otherwise there is an error message that the operator command was
not executed correctly.
Note
In exceptional cases, the control command may be successfully performed despite the error
message.
This happens, for example, when, during prolonged state transitions of a recipe function, the
target state is reached only after the acknowledgment time, for example, a long "Aborting"
transition state to the "Aborted" target state.
9.8.5.5 Entering comments on a running batch

During or after batch control, the operator can enter comments for each control recipe element
(RUP, SUB, ROP, RPH) or for the entire batch (control recipe header) without having to put
the batch on hold (for example entry of laboratory values or comments on important events).
SIMATIC BATCH V9.0

9.8 Batch control
Rules
Comments made on a current batch do not change or delete the original recipe comments.
Multiple comments can be entered for the control recipe elements or the entire Batch, for
example, to correct errors or to add new information.
The previous recipe comment appears "Read only" beside the input field for new texts.
You can enter comments on running batches until the batch is closed.

1. Open the control recipe for the running batches (if not already open).
2. Select a control recipe element or the entire control recipe (appears on a light blue
background).
3. Select the command Comment Batch or Comment Batch Element in the context menu.
4. Enter any text you require in the dialog box and close the dialog box with "OK".
9.8.5.6 Displaying operator dialogs during runtime

Using the "Operator instruction" recipe structure element, you can display instructions for the
operator while batches are running or configure the information for manual intervention (for
example manual dosing).
Requirements
The Operator instruction was configured during creation of the master recipe as described in
the section Operator instruction (Insert menu) (Page 548).
The control recipe is open.
Principle
An operator instruction during runtime is displayed on all active BatchCCs on which the control
recipe is open. On all other BatchCCs, there is simply a display in the message window. An
operator confirms responsibility for the operator instruction by clicking the "Apply" button (input
is then locked in the dialogs on the other BatchCCs).
All operators not affected by the operator instruction, click Minimize or Close: This ensures
that the operator dialog disappears but is still available for the process.
After the operator has executed the operator instruction and for example, entered the required
process values, the operator confirms with "OK" in the operator dialog to indicate that the
instruction has been executed. Once the operator dialog is acknowledged in this way, it
disappears automatically from all the message windows. A process value can be entered in
the "Input material", "Output material" and "Parameters" tabs of the operator dialog (refer to
the figure below).
As an option, acknowledgment by the operator can be configured as a condition for continuing
the batch. Actual values that have been entered can be used in steps and transitions during
the remaining execution of the recipe.
SIMATIC BATCH V9.0

9.8 Batch control
Display in WinCC
In WinCC, an operator prompt appears indicating that operator intervention is required. The
operator is therefore informed of operator prompts even when the control recipe is closed.
Branching after the operator dialog

After the operator has entered the actual values, it is possible to branch in the control recipe
after the operator dialog.
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9.8.5.7 Operator prompts via group display in WinCC

Requests to the operator regarding processing of the batch are displayed in WinCC using the
group display. The operator can then open BatchCC and execute the action.
A group display is triggered for the following operator prompts:
● Acknowledge operator dialog
● Enter the Electronic signature (ESIG)
● Acknowledge breakpoint
How it works
1. The BATCH Control Server determines that an operator dialog or a breakpoint needs to be
acknowledged or that an electronic signature is required.
2. The BATCH Control Server detects the unit involved from the unit recipe and sets an input
to trigger a WinCC message (entering state) of the type "Operator Prompt".
3. A group display is interconnected to the "Unitname.EventState" variable in the WinCC
picture so that the operator prompt becomes visible.
SIMATIC BATCH V9.0

9.8 Batch control
4. Using the corresponding unit faceplate, the operator can open BatchCC and take the action
required.
5. The BATCH Control Server then resets the input in the unit block which in turn triggers an
operator prompt (exiting state).
Note
Unit recipe or unit allocation
The area-specific group display can only indicate SIMATIC BATCH operator prompts that
occur within a unit recipe.
With flat recipes, the group display appears only with operator instructions when these were
configured with unit allocation.
Breakpoints
Breakpoints cause a group display when they are within a unit recipe in hierarchical recipes.
With flat recipes, this is unfortunately not possible because the unit allocation is linked to the
individual steps.
Configuring pictures
Group displays are installed within the area displays that are interconnected with the individual
unit blocks (Unitname.EventState variable). It makes sense to have a button to display the unit
faceplate with a unit group display.
9.8.5.8 Setting breakpoints

During batch control, the operator can set breakpoints for each control recipe element in the
open control recipe. The breakpoint is displayed as a red dot next to the control recipe element.
If execution of the control recipe reaches a recipe element with a breakpoint, the recipe element
is not activated. Only the run marker is set and the breakpoint is changed to the following
control button.
The recipe element can be started with this button and the control recipe continued. It is also
possible to activate the element with the start command for the recipe step.
Follow these steps:

1. Open the control recipe for the running batches (if not already open).
2. Select a control recipe element.
3. Select the command Breakpoint > Set in the context menu.
Result:
The breakpoint is displayed as a red dot next to the control recipe element. With the Breakpoint
> Remove menu command, you can clear the breakpoint again.
SIMATIC BATCH V9.0

9.8 Batch control
Note: When an active breakpoint is removed (the control button is displayed), the
corresponding recipe element is started automatically.
9.8.5.9 States of a transition
Overview
A transition can adopt the following states:
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Note
You can change the colors with the menu command Options> Settings.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.5.10 States of a transition condition
Overview
A transition condition can have the following 4 states:
Result Description Symbol

TRUE Condition is fulfilled Green check mark
FALSE Condition is not fulfilled (no symbol)

INVALID Condition value not yet determined Question mark
ERROR Error in evaluating or determining the condition White cross in red

dot
Note
If an OR operation for several conditions is used and one condition is fulfilled, the values of
the other conditions no longer need to be determined. This means that the transition is fulfilled,
although individual conditions may be INVALID.
9.8.5.11 Overview of batch step statuses

The state of a batch step contains information about:
● The allocation of a unit or an equipment phase, for example, waiting for a unit or equipment
phase
● The basic status of an equipment phase, for example, inactive, running, held, completed
● Additional characteristics such as error, pending command, locked, operator prompts
The status display of a batch step is formed accordingly.
SIMATIC BATCH V9.0

9.8 Batch control
Form of the status display of a batch step

There are two states and additional status identifiers:
● Allocation status
● Idle status
● Additional status identifiers
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Allocation statuses of batch steps (Page 446)
Basis statuses of batch steps (Page 443)
Additional status identifiers (Page 448)
SIMATIC BATCH V9.0

9.8 Batch control
9.8.5.12 Idle statuses of batch steps
Display of the basic status

The basic status of a batch step is indicated by the color of the step and a color-neutral symbol
at the bottom left. If a symbol is unfilled this indicates a transition state.
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SIMATIC BATCH V9.0

9.8 Batch control
Possible status (basic status) of recipe procedure elements (RPEs)
Status Value, deci‐ Description

mal
RPE_STATE_UNDEFINED 0 Undefined
RPE_STATE_EDITED 1 Edited
RPE_STATE_IDLE 2 Idle
RPE_STATE_STARTING 3 Starting
RPE_STATE_RUNNING 4 Running
RPE_STATE_READY 5 Ready to complete
RPE_STATE_COMPLETING 6 Completing
RPE_STATE_COMPLETED 7 Completed
RPE_STATE_CONTINUOUS 8 Continuous
RPE_STATE_ABORTED 9 Aborted
RPE_STATE_ABORTING 10 Aborting
RPE_STATE_STOPPED 11 Stopped
RPE_STATE_STOPPING 12 Stopping
RPE_STATE_HELD 13 Held
RPE_STATE_HOLDING 14 Holding
RPE_STATE_RESUMING 15 Resuming
RPE_STATE_PAUSED 16 Paused after step
RPE_STATE_PAUSING 17 Pausing after step
RPE_STATE_SOFT_STOPPED 18 Stopped except for continuous
RPE_STATE_SOFT_STOPPING 19 Stopping except for continuous
Note
If a unit recipe contains ROP steps or substructure steps in "continuous operation" state, the
Continuous symbol is always displayed in the control recipe view, regardless of the respective
basic status. The Continuous symbol is not displayed if a recipe phase was configured for
continuous operation but has not yet reached this status.
Possible expanded status of recipe procedure elements (RPEs)
Status Value, hexa‐ Value, decimal Description

decimal
RPE_EXSTATE_0 0x0 0 Initial value
RPE_EXSTATE_ERROR 0x1 1 Error
RPE_EXSTATE_FOCUS 0x2 2 Edit flag set
RPE_EXSTATE_CMD_PROCESSING 0x4 4 Command processing active
RPE_EXSTATE_BREAKPOINT 0x8 8 Breakpoint
RPE_EXSTATE_UNIT_ALLOCATING 0x10 16 Waiting for allocation of the unit
RPE_EXSTATE_UNIT_ALLOCATED 0x20 32 Unit allocated
SIMATIC BATCH V9.0

9.8 Batch control
Status Value, hexa‐ Value, decimal Description

decimal
RPE_EXSTATE_EPE_ALLOCATING 0x40 64 Waiting for allocation of the
equipment phase or operation
RPE_EXSTATE_EPE_ALLOCATED 0x80 128 Equipment phase or operation
allocated
RPE_EXSTATE_SIGNATURE 0x100 256 Input of an electronic signature
required
RPE_EXSTATE_DIALOG 0x200 512 Operator dialog open
RPE_EXSTATE_WRITE_LOCK 0x400 1024 Write protection set
RPE_EXSTATE_START_LOCK 0x80 2048 Start lock set
RPE_EXSTATE_CONTINUOUS 0x1000 4096 Continuing
RPE_EXSTATE_HOOKED 0x2000 8192 Automatic run sequence inter‐
rupted. Recipe element is wait‐
ing for trigger (e.g.
Mes_Sync_Request)
RPE_EXSTATE_MANUAL 0x4000 16384 Manual service
RPE_EXSTATE_TIME_EXPIRED 0x8000 32768 Runtime exceeded
RPE_EXSTATE_CHILD_BLOCKING 0x0001000 65536 Lower-level object blocked
(held, aborted or stopped)
RPE_EXSTATE_CHILD_WAITING 0x0002000 131072 Lower-level object waiting
RPE_EXSTATE_CHILD_OPERATING 0x0004000 262144 Lower-level object waiting for
operator intervention
RPE_EXSTATE_CHILD_ERROR 0x0008000 524288 Lower-level object in Error sta‐
tus
RPE_EXSTATE_EQUIPMENT_ERROR 0x0010000 1048576 Error in the equipment proper‐
ties
RPE_EXSTATE_ALLOCATION_ERROR 0x0020000 2097152 Connection error during alloca‐
tion
RPE_EXSTATE_PAUSE 0x0040000 4194304 Held
BF_API_RPE_EXSTATE2_VIRTUALALLOC 0x0080000 8388608 Virtual allocation - the unit is
still allocated (flat recipe)
RPE_EXSTATE_UNIT_DIALOG 0x0100000 16777216 RUP dialog open
RPE_EXSTATE_CONNECTION_ERROR 0x0200000 33554432 Connection error
RPE_EXSTATE_WAITING 0x0400000 67108864 Object waiting
RPE_EXSTATE_WARNING 0x0800000 134217728 Warning, such as setpoint de‐
viation
RPE_EXSTATE_DEACTIVATED 0x2000000 536870912 Deactivated
RPE_EXSTATE_DELETED 0x4000000 1073741824 Object that was deleted during
an online structure change
SIMATIC BATCH V9.0

9.8 Batch control
9.8.5.13 Allocation statuses of batch steps
Independent display of allocation status

The allocation status is displayed independently of the idle status together with the sequence
marker:
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Different marking when allocating units or equipment procedure element (EPE)

It is important that the marking be different when allocating a unit or EPE. In the hierarchical
recipe, RUP controls the allocation of units and the equipment phase controls the allocation
of EPEs. In the flat recipe both are allocated by the equipment phase.
Allocation with a hierarchical recipe
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SIMATIC BATCH V9.0

9.8 Batch control
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Display of the allocation status – hierarchical recipe
Display Name Meaning
583 Waiting for unit The control wants to allocate the unit required
by the RUP
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523
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phase phase required by the RPH
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ted
53+
Allocation error Allocation error or connection failure
53+
Missing AS-OS connec‐ OS has no connection to the AS

tion
SIMATIC BATCH V9.0

9.8 Batch control
Display of the allocation status – flat recipe
Display Name Meaning

Waiting for unit The control wants to allocate the unit required
by the RPH
53+
Either allocated by another RPH, or there are
not enough memory blocks.
Unit allocated The control has allocated the unit required by
the RPH
53+
Unit allocated and waiting The control wants to allocate the equipment
of equipment phase phase required by the RPH
53+
Unit and equipment phase The control has allocated the RPH
allocated
53+
Allocation error Allocation error or connection failure
53+
Missing AS-OS connec‐ OS has no connection to the AS

tion
BATCH configuration dialog > "Chart folder" tab (Page 979)
9.8.5.14 Additional status identifier
Additional status IDs - breakpoint and command

The breakpoint is indicated by a red circle. The circle is replaced by the breakpoint operator
button when the step is activated. The symbol for the breakpoint operator button corresponds
to the start icon on the toolbar.
The pending command is indicated by a symbol corresponding to the operator button.
SIMATIC BATCH V9.0

9.8 Batch control
Additional status identifiers - locks

The write lock is set when a BATCH client is currently making online parameter changes or
inputting information in operator dialogs. The start lock is set when the PLC block signals the
LOCK flag. If both locks are set, the write lock is displayed (priority: write lock before start lock).
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Additional status identifiers - operator prompts

A white exclamation mark on a round blue background is shown for all operator prompts in the
current batch in the BCC.
Double-click on the icon or open the control recipe. The following three operator prompts can
be shown in a control recipe element:
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SIMATIC BATCH V9.0

9.8 Batch control
If one of the above icons for an operator prompt is displayed within a control recipe element,
the batch execution is interrupted and an operator action is required from you to resume the
batch. Right-click on the corresponding control recipe element and select the appropriate
command in the shortcut menu:
● Electronic signature required > Sign ...
● Acknowledge operator dialog > Open the "Object properties" dialog to apply or change
● Unit allocation required > Select unit ...
Additional status identifier - internal waiting, waiting for external synchronization and pause after step
A step that is waiting for an internal event is is indicated with an hour glass. Example: Step
waiting for free data blocks for SIMATIC BATCH AS based.
The Synchronization line shows that the step is waiting for external synchronization (from MES
via API, for example).
Steps that have performed a pause after step are indicated with the command symbol for
"Pause after step".
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Additional status identifiers - group display for container objects

A batch step consisting of lower-level batch steps (recipe unit, recipe operation or
substructure), is referred to as a container step. The status of such container steps is
determined by the status of its lower-level steps. To indicate that individual sub-objects have
interrupted the execution, there are group displays for container steps:
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A sub-object blocks the execution when it is stopped, aborted, held or paused after a step. A
sub-object waits for external synchronization. A sub-object demands operator input in manual
mode for an operator dialog, unit selection, electronic signature or when a breakpoint is set.
SIMATIC BATCH V9.0

9.8 Batch control
Additional status identifiers - error, manual, run time exceeded, deactivated

These symbols can be displayed superimposed on to one another (for example, error +
manual).
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Note
Note the following points about status visualization:
● If at least one recipe element in a level has the "running" status, the recipe elements of the
higher levels are also indicated as "running".
● If no recipe element is in the "running" status, the highest priority state is reported to the
higher levels. The only higher priority state reported is "Hold immediately".
● If a recipe element changes to the "Error" status, this state is reported to the higher levels
immediately. If the entire batch is to be discontinued, this must be aborted at the batch level.
You can change the colors with the menu command Options > Settings.
SIMATIC BATCH V9.0

9.8 Batch control
Additional status identifiers - warning, e.g. setpoint deviation

The additional status identifier "RPE_EXSTATE_WARNING" indicates a warning on a recipe
procedural element. This status identifier indicates setpoint deviations between the equipment
phase and the equipment module. An exclamation mark appears on the step box as a warning
symbol. The setpoint deviation is shown in the tooltip.
Figure 9-18 Setpoint deviation
In contrast to the additional status identifier "Error" (red lightning bolt), the warning is not highly
propagated to the batch via ROP and RUP. The setpoint deviation check takes place when
the following actions are carried out:
● Switch from manual to automatic mode
● Allocation of an equipment phase
● Project setting "Transfer setpoints when switching from manual to automatic" is set to "No"
● Current batch status is "Completed" or "Continue"
● Equipment phase is in automatic mode
SIMATIC BATCH V9.0

9.8 Batch control
The setpoint deviation indication applies to the recipe view in BatchCC as well as in BATCH
OS Control "Properties". The new status creates as event, which is contained in the xml archive
file and in the viewer for archived batches.
See also
Configuring synchronization with SIMATIC IT (Page 596)
Unlock step (Page 1065)
9.8.5.15 Status display at the order folder

In addition to the symbol for the batch order folder, a symbol shows the combined status of all
batches contained in the order folder. Extended batch information is shown dynamically
overlaying this symbol.
Possible displays
Symbol Combined batch status

At least one batch has one of the following statuses:
● Planned
"Inactive" status
● Release prepared
● Released
● Release invalid
● Locked
No batch has one of the following statuses:
● Running
● Held
At least one batch of the order has the "Waiting" or "Running"
status.
"Active" status
At least one batch of the order has the “Holding (after step/
immediately)” or “Held (after step/immediately)" status. All
"Held" status other batches are inactive or Completed/Aborted/Stopped.
SIMATIC BATCH V9.0

9.8 Batch control
Symbol Combined batch status

The symbol indicates that all batches included in the order
folder have one of the following statuses:
"Completed" status ● Completed
● Aborted
● Stopped
● Canceled
Because all these batch statuses are to be interpreted as
completed production, the displayed symbol indicates the
end of production. As soon as new batches are created in the
folder, the symbol changes accordingly.
The symbol indicates that a time period is required to deter‐
mine the status information of all order folders. This is a tran‐
"Unknown" status sitional status which results in one of the three statuses
above.
Symbol overlaying the order folder Extended combined batch status

Manual input by an operator is required for at least one batch
of the order.
Operation
There is an error in at least one batch of the order.
Error
SIMATIC BATCH V9.0

9.8 Batch control
9.8.5.16 Aborting a batch when no AS connection is available

The Abort (Emergency) command can be used to abort a batch when no AS connection is
available.
The "Abort (Emergency)" command can be used when the following rules are observed:
Rules for using Abort (Emergency)

● This command is only active and visible when the user currently logged on has a role with
super user status. Note: The "super user" status has nothing to do with the name of the
role. The role must have super user status, which is indicated by a yellow outline around
the symbol.
● If the "Abort (Emergency)" command is used when a connection to the AS is available, the
command has the same effect as the normal "Abort" command. In other words, the batch
is only in the actual "aborted" state when the block states of the AS have been reported as
such.
There is no guarantee, therefore, that executing this command will result in a quicker
abortion (when an AS connection is available).
SIMATIC BATCH V9.0

9.8 Batch control
● If the "Abort (Emergency)" command is used when no connection to the AS is available,

the status of the batch and the active elements are aborted regardless of the block states.
The user is responsible for manually bringing the blocks in the AS to a non-critical state.
Even if the connection to the AS has been re-established, these SIMATIC BATCH blocks
must be reset before they can be used again.
● For safety, a prompt appears asking the user if he really wants to abort the batch with the
note that no AS connection is available and that the interface blocks of the allocated unit
may need to be released manually.
● The "Abort (Emergency)" command is not provided by the SIMATIC BATCH API.
● BatchCC has no information as to whether or not there is a connection between the BATCH
client and AS. This command is therefore always available, even when the connection
between the BATCH client and AS is intact.
9.8.5.17 Operation of batches after restart of CPU, SFC types
Batch operation after CPU restart using SFC types

A CPU stop and subsequent restart generates an error with a running batch which interrupts
this batch. To continue, cancel or stop, the batch must be manually operated.
In SIMATIC BATCH, there are two configuration possibilities. The following describes the
procedure when using SFC types
SIMATIC BATCH V9.0

9.8 Batch control
Behavior when using SFC types

After a batch error is displayed in the BCC, manual operation must always be initiated. The
question mark (refer to Fig, "batch errors") shows the lost connection to the CPU. In BATCH
status "BA_STATE", BIT31 (=group error) is set. Manual continuation or cancellation of the
batch is only possible if the SFC has been manually started after considering all process
requirements (manual operation) and BATCH status "BA-STATE" i.e. bit 31) has been thereby
reset.
Figure 9-19 Batch errors
SIMATIC BATCH V9.0

9.8 Batch control
The start-up behavior after a CPU restart is determined by the two system settings at the SFC
instance:
● Initialise SFC
● Maintain SFC state
Figure 9-20 Initialise SFC selected as setting
Properties of the SFC startup after a CPU restart: "Initialise SFC"

Scenario: There has been a CPU stop and the start-up behavior of the SFC is set to "Initialise
SFC". The SFC stops at the currently active step
Result: After a CPU restart, the SFC is initialised, i.e. the operating state is "Ready" (IDLE)
and all steps are initialised. The operating mode remains unchanged - AUTO or MANUAL.
In the "Ready" mode, only a start command can be issued; in the MANUAL mode, the "Start"
command or in the AUTO mode the start command from BATCH.
Operating SFC visualisation in the OS: A switch-over from AUTO mode to MANUAL mode is
required for manual operation. Only the "Start" function is possible. The SFC is once more run.
SIMATIC BATCH V9.0

9.8 Batch control
Figure 9-21 Start SFC
Operating the BATCH batch: It is your responsibility as the user to decide when to continue,
cancel or stop an interrupted batch after manual operation. Continuation of the batch can also
be made at a later step.
SIMATIC BATCH V9.0

9.8 Batch control
Properties of the SFC startup after a CPU restart: "Maintain SFC state"
Scenario: There has been a CPU stop and the start-up behavior of the SFC is set to "Maintain
SFC state". The SFC stops at the currently active step
Operation of SFC visualization in the OS: After a CPU restart, the SFC is visualized in its actual
state. The step that was active before the CPU stop is marked. The SFC waits for manual
operation by the user. You do not have to switch over from AUTO to MANUAL. The step to be
continued can be selected. The functions Continue, Cancel or Stop are possible; refer to the
figure. You decide as the user on how to continue, depending on the process.
SIMATIC BATCH V9.0

9.8 Batch control
Figure 9-22 Continue, cancel, stop SFC
Operating the BATCH batch: It is your responsibility as the user to decide when to continue,
cancel or stop an interrupted batch after manual operation. Continuation of the batch can also
be made at a later step.
Online Help: SFC :for SIMATIC S7

Additional information is contained in the online help: SFC :for SIMATIC S7, topic: Processing
an SFC after a CPU stop and restart
9.8.5.18 Operation of batches after restart of CPU, SFC and batch interface blocks
Batch operation after CPU restart using SFC plan and BATCH interface block
A CPU stop and subsequent restart generates an error with a running batch which interrupts
this batch. To continue, cancel or stop, the batch must be manually operated.
In SIMATIC BATCH, there are two configuration possibilities. The following describes the
procedure when using SFC plan and BATCH interface block
SIMATIC BATCH V9.0

9.8 Batch control
SFC plan and BATCH interface block

BATCH blocks (IEPH, IEOP) receive the status of SFC plan. The behavior of batches after a
CPU restart is determined according to the settings made for the SFC plan. A difference is
made between the settings "Initialise SFC" and "Maintain SFC state".
Initialize SFC: After a CPU restart, the SFC is initialised, i.e. the operating state is "Ready"
(IDLE) and all chains are initialised. The operating mode remains unchanged - AUTO or
MANUAL. The BATCH blocks also have the status "Ready" (IDLE). Batches are in error and
the status "BA_State" or Bit 31 is set. Further operation is as described in chapter "batch
operation after CPU restart when using SFC types".
Maintain SFC state: After a CPU restart, the SFC is visualized in its actual state. The step that
was active before the CPU stop is marked. The SFC waits for manual operation by the user.
You do not have to switch over from AUTO to MANUAL. The step to be continued can be
selected. The continue, cancel or stop functions are possible.
The BATCH blocks assume the status as in the SFC plan. The "Running" status is displayed
in the following figures.
Figure 9-23 Run chain, SFC visualization on the OS
SIMATIC BATCH V9.0

9.8 Batch control
Figure 9-24 IEPH, visualization on the OS
Operating the batch:It is your responsibility as the user to decide when to continue, cancel or
stop an interrupted batch after manual operation. Continuation of the batch can also be made
at a later step.
Online Help: SFC :for SIMATIC S7

Additional information is contained in the online help: SFC :for SIMATIC S7, topic: Processing
an SFC after a CPU stop and restart
9.8.6 Changes control during batch processing
9.8.6.1 Changing setpoints
Introduction
During batch control, it is possible for the operator to change parameters (setpoints) of a control
recipe. Use this function if you want to change the speed of an agitator without stopping it. The
following parameter values can be changed online:
● Input materials
● Output material
This requires that "Allow online changes" was specified for the corresponding parameter during
recipe creation.
Additional information can be found in section "Setting the online modification of setpoints
(Page 584)".
SIMATIC BATCH V9.0

9.8 Batch control
How modification affects RPHs and the operator dialog

The new values are immediately available for all not yet active recipe phases (EPH, EOP) and
operator dialogs.
For active recipe phases (EPH, EOP) and operator dialogs, the following behaviors are
exhibited:
● Parameter is "Modifiable":
If recipe steps are currently being processed, parameter changes by the operator are not
applied immediately. Modified parameter values only take effect the next time the recipe
step is run through.
● Parameter is "Effective immediately":
If the recipe step is currently being processed, parameter values changed by the operator
are applied immediately. Parameter values for the active recipe step in the control recipe
are transferred directly to the automation system. You influence the active block in this way.
How modification affects ROPs and the RUPs

The new values are available immediately for all not yet active recipe elements (ROP, RUP)
and operator dialogs.
Parameter is "Modifiable":
If recipe elements are currently being processed, parameter changes by the operator are not
applied immediately. Modified parameter values only take effect the next time the element is
executed (for example positioning within a loop).
Note
If a user has opened a recipe element for editing, other users cannot make changes to this
object.
Changing setpoints
You make the setpoint changes during batch control in the properties dialog of the recipe
element. The figure below is an example of the dialog for modifying the parameters of a recipe
step.
You open the properties dialog by selecting the recipe element and the "Properties" command
in the corresponding shortcut menu.
The "Input materials", "Output material" and "Parameters" tabs are only displayed if parameters
are also available for them.
If you press the "Modify" button, the parameter fields with the option "Modifiable" become
editable (white background). Modify the setpoints and then press the "OK" button.
Next to the parameter fields, there is a check box. If the setpoints are changed, this check box
is selected. Only setpoints with a selected check box are transferred to the batch control with
a changed value. If changes are not to take effect immediately, clear the check box for the
time being.
Result: The modified setpoint values are applied. Depending on the parameter assignment,
the setpoints take effect immediately or only the next time the recipe element is run through.
SIMATIC BATCH V9.0

9.8 Batch control
Effects of parameter references

The following behavior applies in the case of parameter references (source or target
interconnections):
● If parameters are designated as "Modifiable", the operator is permitted to enter new values.
● If parameters are designated as "Not modifiable", the operator is not permitted to enter new
values.
● If parameters are designated as "Not modifiable" and are interconnected with a source,
parameters nevertheless assume modified values of the source.
Note
If the operator enters a new value on a parameter interconnected with a source, the
parameter reference is resolved. Resolved parameter references remain resolved in the
subsequent course of the recipe.
9.8.6.2 Changing the unit allocation
Introduction
The allocation of the unit including the batch strategy can be manually changed during batch
control.
SIMATIC BATCH V9.0

9.8 Batch control
For example, if a control recipe is stopped due to a fault in the unit that was started with this
control recipe, the batch process can be resumed by allocating another unit.
Note
This change can only be made in the properties of the entire batch.
Changing a unit
You make the unit changes during batch control in the properties dialog of the recipe procedure.
You open the properties dialog by selecting the recipe element and the Properties command
in the context menu.
The currently selected units are displayed in the "Allocations" tab.
If you click the "Modify" button, the "Unit", "Strategy" and "Process parameter" fields become
editable (white background). If applicable, modify the units and then press the "OK" button.
The available settings can be selected from the drop-down list.
When the allocation of the unit is active, no changes can be made to the unit.
9.8.6.3 Resuming a batch at the old position after changing a unit

The following describes how to resume a batch at the old position after changing a unit when
a batch process has been interrupted.
SIMATIC BATCH V9.0

9.8 Batch control
The basic sequence of tasks are shown in an example.
Step 1
"Phase3" within ROP2 has been disrupted in the example. Before the batch can be continued
in a new unit, the product first needs to be conveyed to an "intermediate container".
Step 2
To block the execution of steps that have already been completed, the first element of each
task sequence (ROP1 within recipe unit procedure and the first transition within ROP2) are
marked with a breakpoint (command: Breakpoint" > "Set").
SIMATIC BATCH V9.0

9.8 Batch control
Step 3
The interrupted recipe unit procedure can now be aborted and reset (commands: "Abort step"
and "Reset step").
Step 4
Right click on the recipe procedure in the control recipe and select "Object properties" from
the context menu. Open the "Allocation" tab in the "Object properties" dialog. Reallocate the
process cell.
Step 5
The new unit is allocated by starting the RUP. The breakpoint at the ROP1 blocks any additional
call.
SIMATIC BATCH V9.0

9.8 Batch control
Once the unit is allocated, the product is conveyed out of the "intermediate container" into the
new unit.
Step 6
Since the process should continue to ROP2, ROP1 must first be reset. ROP2 can then be
restarted.
Step 7
Once the transition has been reset, the batch can continue at the interrupted position by starting
Phase3.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.7 Display of operator and status messages
9.8.7.1 Displaying messages
Requirement
A PCS 7 OS (WinCC) is operating in run time on the BATCH client computer. In other words,
either an OS client application and/or an OS server application is running on the BATCH client
computer.
Principle
All the messages for batch control (system messages, process messages, error messages)
that are managed in the WinCC archives can also be displayed in BatchCC.
To display these messages, you can open the message window of the PCS 7 OS (WinCC
Alarm Control) in BatchCC in a separate display window.
Displaying messages
You can open the message window of the PCS 7 OS (WinCC Alarm Control) with the menu
command View > Output window.
Setting the WinCC Alarm Control

To allow messages to be displayed, the PCS 7 OS must still be assigned. Proceed as follows:
1. Right-click in the message window and select the shortcut menu command "Properties".
Result: The "Properties of WinCC Alarm Control" dialog box opens.
2. Select the "Selection" button under "Server Selection".
Result: The "Select Server" dialog box opens.
3. Here, select the PCS 7 OS (message OS).
4. Confirm the selection with "OK".
Customizing
You can customize the properties of the message window (similar to WinCC), for example the
columns displayed and the selection of messages.
User settings are entered in the global database and restored the next time you start BatchCC.
Certain settings that are essential for SIMATIC BATCH are exceptions to this, for example
selection of BATCH messages.
Using the Open control recipe menu command, the control recipe that matches the message
can be opened. This function corresponds to the "LoopInAlarm" function in the WinCC
message window.
SIMATIC BATCH V9.0

9.8 Batch control
Example
Localizing message causes in the control recipe (Page 471)
9.8.7.2 Localizing causes of messages in the control recipe
Requirement
The message relates to an error that occurred when processing the control recipe.

Select the message line and then select the menu command "Open control recipe" in the
context menu.
Result
The control recipe window is opened at the point at which an error occurred.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.8 Online structure changes (OSC)
9.8.8.1 What does the online structure change offer?
Introduction
In SIMATIC BATCH, you can use the "OSC" function (Online Structure Changes).
Online structure changes (OSC)

This enables you to alter recipe structures in planned, released and started batches. The
altered or changed recipe structure in the control recipe (batch) can be saved for further use
as a new master recipe. With this new function, you are able to refine your master recipes in
test mode and adjust them perfectly to your processes.
The following function graphic provides an overview:
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SIMATIC BATCH V9.0

9.8 Batch control
WARNING
Operator responsibility
As the operator you are responsible for leaving an active batch in a secure state before
transferring the batch to OSC processing mode.
9.8.8.2 Scope of services and features
Scope of services
● Online changes to the recipe structure are available for both flat and hierarchical recipes.
● The master recipes used in batches must have the status "Release for testing".
● The control recipe must be open in the window of BatchCC and the window must be active.
● Online structure changes are adopted independent of the block version.
● All commands available for the online structure change can be found in BatchCC in the
"Control" menu. The commands for inserting new recipe elements (RUP, ROP, RPH, loop,
synchronization, etc.) are set via the BatchCC toolbar activated when starting OSC mode.
● In the "Batches" folder of the project settings, you can select or clear the "Active batches
have to be held" option. Selecting the option means that the batch must be paused for the
online structure change. When the option is deselected, the batch and thus the process
continue running in AS.
● The right "start structure changes" was introduced for the online structure change.
Features
● Other clients are not permitted access to a batch in OSC mode and the BatchCC prevents
the process editing of this batch.
● All the usual editing functions are available.
● You can exit the "OSC processing mode" in two ways:
– Accepting changes: By selecting the command "Accept changes", the altered control
recipe is validated. If no errors occur during the check, changes are transferred to the
current batch and OSC processing mode is stopped.
– Rejecting changes: All changes made are rejected.
● As soon as changes have been saved to a batch or rejected, the batch can be resumed
either at the point at which it was paused or at any other point in the control recipe.
SIMATIC BATCH V9.0

9.8 Batch control
● The visualization of the batch affected by the change in BatchCC is not updated for all
connected clients during the online structure change. After completing OSC editing, the
visualization of the batch is updated.
● You can use the "Save as recipe" function to save the control recipe of any batch to the
folder "Master recipes" as a new master recipe with a new name (suggested name is name
of the batch), regardless of whether it has been changed in OSC processing mode or not.
To do this, you will need the "Save as new recipe" right.
9.8.8.3 Restrictions
The following limitations apply to online structure changes:

● If you want to change existing transitions and steps in OSC mode, carry out the following
steps:
– Cut the transitions and steps.
– Paste the transitions and steps at the same location.
● Active recipe steps cannot be deleted. An object in the control recipe can only be deleted
in the following states:
– Completed
– Aborted
– Stopped
– Inactive, idle
● It is not possible to update process cells in BatchCC during an online structure change, nor
is an online structure change possible during a process cell update.
● A complete batch report cannot be guaranteed if the process continues to run in OSC mode.
● The selected phase type of an existing recipe step cannot be changed. For example 'stir'
cannot be changed to 'heat'. Alternatively, you can delete the existing recipe phase and
create a new recipe phase with the appropriate equipment phase. The phase type can of
course be changed in new recipe phases.
● The following recipe objects cannot be changed or deleted during an online structure
change:
– Existing parameters and their data types
– Unit candidates
– Process tags
● Online structure changes are not supported by the SIMATIC BATCH API and SIMATIC
BATCH server interfaces.
● A special electronic signature is not required for the online structure change.
● Online structure changes are not recommended when using SIMATIC BATCH in
conjunction with SIMATIC IT. You can therefore deactivate the options for OSC in Project
settings > "Batches" folder under Deactivate structure change.
SIMATIC BATCH V9.0

9.8 Batch control
● When changing user, which may also be required by other applications (e.g. Recipe Editor,
PCS 7 OS), all open dialogs in BatchCC are closed and changes to a control recipe carried
out in OSC mode and that have not yet been applied are discarded.
● For batches that use AS-based mode, online structure changes are not possible. Use online
structure changes for batches that are created exclusively for PC-based mode. The control
recipe used for the batch must not contain any recipe unit procedures that are executed in
the AS.
● The commands "Resolve substructure" and "Hide in substructure" are not available for flat
recipes during an online structure change.
9.8.8.4 API and SBS behavior
Behavior in OSC mode

● At the start of the online structure change, the affected batch is locked for processing.
● The batch can no longer be changed or operated by other users.
● An error message is output in case of access, for example, to a deleted recipe element via
an existing reference in the control recipe.
9.8.8.5 Batch behavior
Batch behavior
If an active batch is placed into OSC editing mode, the BATCH Control Server (BCS) switches
the batch to "Suspend mode". The batch can no longer be monitored and controlled via the
BatchCC in this mode. The visualization of the batch in the BatchCC is no longer updated
because no process values are being read in from the process cell.
9.8.8.6 Requirements
The following requirements are to be fulfilled for processing batches (control recipes) in OSC
mode.
Requirements
● Every user with the "Start structure change" right can start a batch in OSC processing mode.
● The "Allow online structure changes" option can be activated in the BatchCC menu under
Options > Settings > Project settings > Batches.
● No recipe unit procedure of the master recipe used may be executed on the AS.
● The master recipe has to be released for testing.
SIMATIC BATCH V9.0

9.8 Batch control
● The control recipe used must be open in the window of BatchCC and the window must be
active. Click on the window, for example, to do this.
● The start of the OSC execution mode also depends on the status of the object used and
the batch status. The states of the objects (master recipes/formulas) and batches are listed
in the following tables.
Status of the object OSC processing mode

Release for testing Allowed
Release for production Not allowed
Status of the batch OSC processing mode:

Planned Allowed
Released Allowed
Locked Allowed
Pausing after step Allowed
Held Allowed
Canceled Not allowed
Waiting Not allowed
Aborted Not allowed
Stopped Not allowed
Closed Not allowed
Testing release Not allowed
Release prepared Not allowed
Release invalid Not allowed
9.8.8.7 Display of recipe elements
Different types of display

The changes made to recipe elements in OSC mode are displayed differently at different points
inside and outside BatchCC. An ROP (recipe operation) and an RPH (recipe phase) will be
deleted as an example.
Display modes:
● Display of the control recipe window in BatchCC before the change (starting point)
● Display of the control recipe window in BatchCC after the change
● Display of the print preview window in BatchCC after the change (report)
● Displays the XML archive file e.g. in Internet Explorer
SIMATIC BATCH V9.0

9.8 Batch control
Criteria
The display of changed recipe elements is also dependent on the following time-related criteria:
● Is this a completed recipe element in the control recipe window?
● Is this a recipe element that is still active in the control recipe window?
Representation
Legend:
Green: Completed recipe element
Light green: Active recipe element Cannot be deleted in OSC mode.
White: Recipe element that is not yet active
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"OSC mode: deleted" and they are still displayed in XML archive format.
SIMATIC BATCH V9.0

9.8 Batch control
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neither displayed in the control recipe window of BatchCC nor in the report or in XML archive
format.
9.8.8.8 How do I perform an online structure change?
Introduction
The following example shows you how to perform an online structure change and provides
you with background information on the system behavior.
Requirements
● SIMATIC Logon is installed.
● You have the individual permission "Begin structure change" in permission management.
● The value of the "Allow online structure changes" project setting under Options > Settings
> Project setting > Batches is activated.
● The master recipe or formula used for a batch has been released for testing.
● No recipe unit procedure of the master recipe used may be executed on the AS.
SIMATIC BATCH V9.0

9.8 Batch control
Procedure
1. Create a new batch with the released master recipe.
2. Open the control recipe of the created batch and ensure that the opened control recipe
window is in the foreground. If the title bar of the dialog is shown in color, then the window
is activated.
3. Start the procedure via the command sequence Control > Structure change > Start. Confirm
the start of OSC processing mode with the "Yes" button.
– In the tree view in BatchCC, the affected batch is highlighted with a blue pen (editing)
and a lock (interlocking).
– In the status bar, the warning dialog "Structure change" is shown to you and all other
associated BATCH clients. You can skip the warning dialog.
– A flashing editing symbol and the text "Batch editing" are also displayed in the status
bar for your information. If you move the cursor to the editing symbol, the warning dialog
is displayed again.
– In a BatchCC window, an advanced toolbar is displayed for editing the batch.
4. Make a change to your control recipe (batch). Insert, for example, an operator instruction
into your control recipe.
– The symbols "Apply structure change" and "Reject all changes" are activated for use in
the toolbar.
– In the menu bar under Control > Structure change, the commands "Accept change" and
"Reject change" are activated for use.
5. If you want to reject your structure change made under point 4:
– In the menu bar, select the command Control > Structure change > Reject change.
– In the menu bar, select the command "Reject all changes".
6. If you want to accept your structure changes made under point 4:
– In the menu bar, select the command Control > Structure change > Accept changes.
– In the toolbar, select the command "Accept all changes".
7. The toolbar is closed after completing the online structure change via point 5 or 6.
– A batch that was paused before the online structure change can be resumed after editing.
– A batch that was released before the online structure change can be started.
– A batch that was planned before the online structure change can be released and started.
Result
You have executed the new commands and procedure for an online structure change.
In the "Change Log" tab of the "Properties" dialog of a batch in the BatchCC, you can display
information that indicates that a structure change has been made to this batch.
SIMATIC BATCH V9.0

9.8 Batch control
9.8.8.9 Save batch as master recipe
Properties of the new master recipe

You can save and continue using a batch as a new master recipe at any time using the
command "Save as recipe". The only exception applies when the OSC mode is started. The
command "Save as recipe" is not available during OSC processing. To do this, you will need
the "Save as new recipe" right.
Note
Scaling functions, such as linear or quadratic scaling, are not performed again for the changed
parameters, for which the master recipe was configured, if OSC editing mode is exited. As the
user, you are responsible for the correct values of the recipe parameters for continuing the
batch.
In the dialog "Save recipe as", enter a name and version. The standard name used by the
system is the batch name. You must enter or specify the version, depending on the version
concept. The new master recipe is saved in the "Master recipes" folder. The new master recipe
has the following properties:
● Altered parameters and used units are automatically transferred to the new master recipe.
● The occupation strategy is replaced by the “Preferred unit" strategy and the unit used in
the batch is entered as the preferred unit.
● The new master recipe is in processing mode and starts with a new change log.
Note
Please note that you need to adjust all quantity-dependent parameters and times.
Dependencies, e.g. for dosing quantities or times, must be re-entered and parameters must
be adjusted to the process. The new master recipe must be re-validated.
SIMATIC BATCH V9.0

9.9 Report creation and archiving of batch data
9.9.1 Preparations and settings
9.9.1.1 Basic principles
Introduction
In BatchCC, you can also archive batches in long-term archives if validation is mandatory. The
settings for selecting the desired archiving method and printing batch reports are made in the
project settings. The viewer for archived batches is available for displaying control recipes of
archived batches. Only closed batches can be archived.
Archiving individual batches

With the shortcut menu, you can archive each closed batch individually. by selecting the batch
in the tree and then selecting the command "Archive" in the shortcut menu (right-click).
Archiving multiple batches

Multiple closed batches can be archived by a single action. To do so, open a batch overview
list and select the batches to be archived. Then select the menu command "Archive" in the
shortcut menu (right-click).
Defaults in BatchCC
The following methods for archiving completed batches are offered in the "Batches" >
"Archiving method" folder:
● "Directory" method.
The archive files are saved as XML files in the specified path in a shared folder on the
network or locally. Authentication takes place via Windows security mechanisms.
● "SQL Server" method.
The archive files are saved in an SQL database. Authentication takes place via Windows
security mechanisms.
● "FTP Server" method.
The archive files are saved on an FTP server. This method always requires a login and
password. The domain only has to specified if the login is assigned to a domain (e.g., in
the case of an IIS-FTP server).
SIMATIC BATCH V9.0

You will find further information on the security aspects and the archiving method "SQL Server"
in the sections:
● Security aspects (Page 76)
● Create SQL Server database (Page 482)
● Setting up an SQL server (Page 484)
● User credentials (Page 887)
● Batches > Archiving > Archiving method (Page 775)
9.9.1.2 Create SQL Server database

The "Create SQL Server database" dialog offers several possibilities for creating a new SQL
server database.
Principle
● Area: SQL script:
An SQL script is a file containing simple text with SQL statements. The statements in the
text can be executed on an SQL server computer by an SQL administrator. This is
necessary when the SQL server is not installed on the local computer and SIMATIC BATCH
is not installed on this SQL server computer. The SIMATIC BATCH Administrator (super
user) can transfer this SQL script to the SQL server administrator so that they can create
a suitable SQL database.
– "Script in file" button: The SQL script is saved as a file.
– "Script in clipboard" button: The SQL script is copied to the clipboard and can then be
inserted into other applications (e.g. Notepad) using the key combination "Ctrl + V".
Note
The path for storing the database file must be adapted or specified in the script. After the script
has been executed, the database is stored with a file name under the path you have specified,
for example, "SB6_2_25269528_55_Archive_dat.mdf".
● Area: Creating a database with local SQL server:

If the SQL server is running on the local computer and you as the user have the necessary
rights to create an SQL server database, you can use the "Create Database" button to
create a database.
SIMATIC BATCH V9.0

Requirements
1. Make sure that a dedicated SQL server instance is available for archiving.
Obtain support from your system database administrator.
2. The SQL server instance must have read and write rights for the "SIMATIC BATCH" user
group.
Obtain support from your system database administrator.
3. The user currently logged into the operating system must have administrator rights for the
SQL server instance.
Note
The use of already existing SQL server instances (e.g. from WinCC or PH) is not permitted.
Procedure
1. Start the local SQL server.
2. In BCC, select the menu command [Options] > [Settings] > [Project settings]
3. Select the "Archive" tab
4. Activate the "SQL Server:" check box.
5. Click on the "Create..." button.
6. The "Create SQL Server Database" dialog box opens.
7. Click on the "Create database" button.
8. The "Select directory" dialog box opens.
9. Select a directory for the database.
10.Click on the "OK" button.
11.The "SQL Server Login" dialog box opens.
– Select the SQL server from the drop-down list.
– Enable the "Use trusted connection" check box.
12.Click on the "OK" button.
Result
The local database of the SQL server is set up.
With the steps described above obtain support from your system database administrator.
SIMATIC BATCH V9.0

You will find information on the security aspects and the archiving method "SQL Server" in the
sections:
● Basic principles (Page 481)
9.9.1.3 Setting up an SQL server

In order to access an SQL database, a login with access rights must be set up in the SQL
Server Management Studio.
Note
Please note that you must not use a WinCC/PH/IS SQL server instance for the archiving. Install/
use you own SQL server instance.
Procedure
1. Open the SQL Server Management Studio with the command Start > Program Files > MS
SQL Server "version" > SQL Server Management Studio and log in.
2. Log into the relevant SQL server.
3. Open the setting Security > Logins > shortcut menu > New Login.
4. In the "Login Name" input box, select the Windows user group "SIMATIC BATCH".
5. Under "Default database", select the created Batch database, for example,
SB8_2_25269528_55_Archive.
6. In the navigation window, open "User Mapping" and select your Batch database.
7. In the lower window, "Database role membership for ..." enable the access rights
"db_datareader" and "db_datawriter".
8. Save your settings with "OK".
9. In the BATCH Control Center, enter both the used SQL server instance (for example,
computer name\SBArchive).
10.In the BATCH Control Center enter any user from the Windows user group "SIMATIC
BATCH in the project settings under user information.
Result
The entered logon and password are used in the BATCH Control Center for the archive
connection to the SQL server.
SIMATIC BATCH V9.0

Storage of the archives

During archiving, the BATCH Control Center saves the individual batch logs (XML archives
and depending on the project setting also the PDF logs) in the new database.
sections:
9.9.1.4 PH archive server
Prompt archiving
To be able to use the "prompt archiving" functionality in the "PH" archiving method in SIMATIC
BATCH, the PH needs to be configured singly or redundantly as a PC station in the SIMATIC
Manager. After downloading with the SIMATIC BATCH configuration dialog and selecting the
function "Update process cell" in the BatchCC, the setting options in the "Project settings"
dialog change for the "Archiving method" folder.
As a general rule, only one PH object (Process Historian Appl./Process Historian Appl. (Stby))
can be configured in projects of the multiproject. Since not all configuration options for this
basic rule are blocked by SIMATIC PCS 7, several PH objects within a multiproject can cause
errors in the operation of SIMATIC BATCH.
Note
Print preview and printing batches
As of SIMATIC BATCH V 8.1 SP1, measured values and messages are transferred by the
PCS 7 OS to the PH archive server. There may be situations in which, although the batch data
of SIMATIC BATCH is complete on the PH archive server, associated measured values and
messages are missing. In this case, the measured values and messages are also incomplete
in the print preview and in the printout of batches.
SIMATIC BATCH V9.0

Note
Disabling the PH
Regardless of the "Transfer to external archive server" option in the properties dialog of the
PCS 7 OS in the SIMATIC Manager, the process values of SIMATIC BATCH are archived
promptly on the PH if the specific requirements in the SIMATIC BATCH are met in the
configuration.
You will find detailed information about a PH archive server and a SIMATIC Information Server,
their requirements for installation and their setup in the relevant product documentation.
"Archiving method" folder in the project settings

If no PH was configured in SIMATIC PCS 7, the dialog appears as shown below:
Figure 9-25 "Archiving method" folder without PH
The "Test" button is used to check the connection.

If a PH was configured in SIMATIC PCS 7, the dialog appears as shown below:
SIMATIC BATCH V9.0

Figure 9-26 "Archiving method" folder with PH
The names of the PH servers in the project settings dialog for SIMATIC BATCH correspond
to the computer names that were entered in the "Properties - SIMATIC PC station" dialog in
SIMATIC PCS 7.
The "Test" button is used to check the connection.
Project settings for the "PH" archiving method

To be able to start a batch report and the batch print preview in the BatchCC, the URL address
of the Process Historian (PH) or of the Information Server (IS) must be entered in the
"Information Server" area in the "Report creation" folder.
If a "PH" is selected due to the configuration in the SIMATIC Manager, no other archiving
method is possible.
The connection data for "Reporting Services" are determined and entered by the system.
The figure below shows, for example, the URL address in SIMATIC BATCH V9.0.
SIMATIC BATCH V9.0

Figure 9-27 "Report creation" folder
The URL address to be entered depends on the SIMATIC BATCH version and on which PC
station the PH and IS applications are installed.
SIMATIC BATCH V9.0

The tables below provide an overview.

● URL address up to SIMATIC BATCH V8.2x
URL address PH and IS applications on one PC station PH and IS applications on different PC

stations
General struc‐ http://<PH computer name>:<Port>/Re‐ Not permitted
ture of the ad‐ portServer_HISTORIAN
dress
Default ad‐ http://<PH computer name>:80/Report‐
dress Server_HISTORIAN
Example http://ph-current:80/ReportServer_HIS‐
TORIAN
● URL address as of SIMATIC BATCH V9.0
URL address PH and IS applications on one PC station PH and IS applications on different PC

stations
General struc‐ http://<PH computer name>:<Port>/ http://<IS computer name>:<Port>/
ture of the ad‐ apps/reporting/rssproxyservice apps/reporting/rssproxyservice
dress
Default ad‐ http://<PH computer name>:80/apps/re‐ Change the default address:
dress porting/rssproxyservice http://<IS computer name>:80/apps/
reporting/rssproxyservice
Example http://PH current:80//apps/reporting/ http://IS current:80/apps/reporting/
rssproxyservice rssproxyservice
● Variable parts of the URL address
Variable part Contents

PH computer Name of the PC station on which the PH application is installed
name
IS computer Name of the PC station on which the IS application is installed
name
<Port> TCP/IP port used by the Microsoft Reporting Services
You can check the TCP/IP port used by the Microsoft Reporting Services in the
"Reporting Services Configuration Manager" (Microsoft).
Backup and restore

If the configuration was created successfully and the "PH archiving" method is adopted in
SIMATIC BATCH, even after a backup followed by a restore, nothing changes. If, however, a
backup file was used that was created at a time when the "PH" archiving method was not
active, the "Update process cell" function is absolutely mandatory in the BatchCC following a
"Restore". In addition to this, the relevant URL in the project settings must be adapted in the
"Report creation" folder.
Note
In this case, the same restrictions relating to completeness of the data apply as described in
the section "Changing the archiving method".
SIMATIC BATCH V9.0

Information on batch commands

● "Close" command
The "Close" command is no longer available since a batch implicitly adopts the status
"completed and closed" when all the batch data has been transferred to the PH archive.
● "Archive" command
The "Archive" command changes the batch to the "Archiving" status. As soon as the batch
data is transferred to the PH, the batch status changes to "Archived". As of this version, it
is also possible to comment on the batch or batch elements up to the "Archived" status.
Batch reports
Once the "PH" archiving method is enabled, all batch reports are no longer based on data from
the SIMATIC BATCH database, but only on the data from the PH archive present at the time
the report is created.
Batch reports are created both on the SIMATIC BATCH clients and on the SIMATIC Information
Server. In contrast to the SIMATIC BATCH clients, on the SIMATIC Information Server, you
can not only create batch reports of a project (and therefore of a process cell), but also batch
reports of batches from other projects if they have been archived. Only the report templates
of the relevant SIMATIC BATCH versions are necessary to be able to create reports of batches
from other SIMATIC BATCH versions.
Note
No storage of PDF or XML
With the "PH archiving" method, no information is stored in XML or PDF format either in the
PH archive or externally, for example as a file. This behavior has not been changed compared
with previous versions.
When the following requirements are met, batch reports are displayed or printed as of SIMATIC
BATCH V8.2 when the "PH" archiving method is used:
● The user of SIMATIC BATCH must be a member of the "SIMATIC Report Services" group
on the IS computer.
● The user of SIMATIC BATCH must have read permission for the PH database.
The user permissions can only be configured by an administrator.
Changing the archiving method

Following a software update, when changing to the "PH" archiving method, the batch status
plays a decisive role in the completeness of the data in the archive and in the report. The
following special characteristics also apply if you change from the "PH" archiving method to
another archiving method.
Scenario 1: A batch was started after changing to the "PH" archiving method. In this scenario,
no restrictions whatsoever can be expected, the batch data is complete both in the PH archive
and in the batch report.
Scenario 2: A batch was archived before changing to the "PH" archiving method. Batches that
were archived prior to the changeover cannot be archived again. Depending on whether it was
archived previously in the PH or another archiving method was used, the data may or may not
SIMATIC BATCH V9.0

be available in the PH. If it was archived earlier in the PH, the batch data is complete in the
PH archive and a report can be created on an Information Server client with the appropriate
report template.
Scenario 3: Before changing to the "PH" archiving method, a batch was completed but not
archived and a batch is active during the changeover to the "PH" archiving method. It is certain
that the process values will be complete in the PH archive and in the batch report. This
guarantee does not apply to messages and measured values since this depends on whether
this data was transferred by the PCS 7 OS to the PH over the entire duration of the batch (in
other words, also during the time prior to the changeover to the "PH" archiving method).
Note
Recommendation
To make sure that the batch data is complete both in the PH archive and in the batch report,
before changing to the "PH" archiving method, all batches should have the status "completed
+ closed + archived".
In the project settings, the "Archive automatically" setting should be disabled so that the
archiving of completed batches is not suddenly activated during the changeover. Implementing
this recommendation is the responsibility of the user and is not checked by the system. If the
recommendation is not followed, the restrictions listed above apply.
Failure of the PH
If the connection is disrupted or if the PH fails, it is no longer possible to create batch reports
on the SIMATIC BATCH clients or on the Information Server. If the connection between a
SIMATIC BATCH client and the IS is disrupted, the restriction only applies to this SIMATIC
BATCH client. If, on the other hand, the connection between the SIMATIC BATCH server and
PH PC or the PH PC itself is faulty, no more data will be archived.
If a PH fails, an OS message is always generated and displayed.
Note
The duration of the subsequent data synchronization depends on the length of time of the
failure and the performance of the PC. Depending on these factors, it will take a corresponding
time before current batch data is again available "promptly" in the PH archive.
Viewer for archived batches

As of version SIMATIC BATCH V8.1 SP1, only archives that were archived with the same
version can be displayed.
SIMATIC BATCH V9.0

9.9.2 Object reports
9.9.2.1 Using and operating reports
Standard report templates

You can trigger printing or a print preview from the shortcut menu of BATCH objects. After a
short period, the requested report data is displayed. One standard report template is published
in the report server database for each of the objects listed below. The standard report templates
cannot be renamed or modified. The name of the standard report template is not language-
dependent and therefore is not translated into other languages. The report templates are
copied to the BATCH server and loaded into the database during the installation of SIMATIC
BATCH. They are then available to all BATCH clients.
Objects Data contents Name part Complete name

ID of the standard
report templates
in the database
Batch proc‐ The process cell report contains data from the PCS 7 _pcell standard_pcell.rdl
ess cell engineering or from BATCH engineering. The follow‐
ing process cell data is listed in the process cell report:
● Data types
● Units
● Equipment modules
● Equipment phases
● Operation types
● Phase types
Libraries The library report has the same structure as the mas‐ _library standard_library.rdl
ter recipe report.
Formulas The formula report includes data such as: _formula standard_formula.rdl
● General properties of the formula
● Change history
● Input material, output material and parameters
SIMATIC BATCH V9.0

Objects Data contents Name part Complete name

ID of the standard
report templates
in the database
Recipes The master recipe report contains all the data re‐ _recipe standard_recipe.rdl
quired for the production of your product. These in‐
clude:
● Recipe header data
● Input material and output material lists
● Procedural rules
● Visual representation of the master recipe with
processing history and all recipe elements used
Batches The batch report contains all the information required _batch standard_batch.rdl
for the reproducibility of the batch process, quality as‐
surance and the fulfillment of legal requirements.
These include:
● Identification data
● Control recipe data
● Effective production data
● Timeline of recipe steps
● Error and alarm messages
● Operator interventions
Toolbar in the report window

There is a toolbar in the top left corner of the print preview window where the batch report is
displayed. The function symbols displayed in the toolbar help you to navigate in the preview
and to export the report to a PDF file.
You can use your mouse and keyboard for additional navigation options within the report:
● With the mouse scroll wheel: Scroll up and down within a page of the report
● Press and hold SHIFT while using the mouse scroll wheel: Scroll page by page (shifting of
screen contents)
● Press and hold Ctrl while using the mouse scroll wheel: Zoom function
Export
You export the displayed report with the "Export" function in the print preview window.
The settings for exporting the report are made in the BatchCC by selecting Options > Settings
> Project Settings > "Report creation" folder under "Default directory for PDF files". If you check
the "Name and directory of PDF file can be changed" box, you have to enter a name and
SIMATIC BATCH V9.0

storage location for the export. When this check box is not selected, a file name is created and
the PDF file is saved in the specified folder.
Note
To have the reports for closed batches available at any time, export the batch reports from the
print preview to PDF files. You can then archive and delete these batches in the BATCH Control
Center.
Special features during report creation

● Additional load for report generation
If your configuration limits are significantly greater than the typical values used for
performance calculation, an even higher load will be placed on the BATCH server during
report generation. Through the use of a PH, you achieve a significant load distribution.
● Display reports on PH or PCS 7 Web Option
Report files in PDF format are only displayed on a PH or a PC with PCS 7 Web Option for
OS if Adobe Reader is installed there.
● Representation of unswitched transitions in the batch report
In PC-based operating mode, process values of unswitched transitions in alternative
branches are represented with the "-" character. By contrast, in AS-based operating mode,
these process values are also displayed in the batch report.
● Non-printable characters in the print preview, printout and PDF generation
A European SIMATIC BATCH installation uses the Arial font as a default. This means that
only European, Arabic and Hebrew characters are used for the print preview, printout and
PDF generation from BatchCC. Some characters will not be printed if other fonts are used
in BatchCC.
● Control strategies
The process value and setpoint are output for control strategies. If the process value and
setpoint are different, both values are marked in red in the report to make them more easily
identifiable. Process values and setpoints are displayed with an accuracy of a maximum
of two places after the decimal point.
● Report creation with automatic completion of recipe phases
Recipe phases with the "Continue" option are either completed with a recipe phase of the
same type without a set "Continue" option, or the recipe phase is automatically completed
at the end of the unit recipe. With automatic completion, the recipe operation that contains
this recipe phase and the recipe unit procedure are activated once again. This reaction is
documented during report creation.
● Delay in closing batches
Messages are collected cyclically from the PCS 7 OS archives for batch reports. This means
that message data from running batches may not be up-to-date until the next cycle. All
current data is collected after the "Close batch" command. It may take some time for the
batch status to change from "closing" to "closed" in the report.
SIMATIC BATCH V9.0

● Equation values in reports

In reports of the master recipes, equation values are displayed only with their configured
values. The equations are only calculated and displayed with the current values when the
batch runs.
● Batches running over several days
If batches run in loops over several days, for example, in rare situations errors may occur
in a print preview or printout when batch reports are generated.
Custom report templates

With Visual Studio, for example, or a similar SQL database application that can operate with
the MS Reporting Services, you can create custom report templates (Templates) and use them
for printing or for print preview. Observe the naming conventions described below for this.
Note
Redundant BATCH server
Note that custom report templates on a redundant BATCH server are not synchronized
automatically. You must manually copy these report templates onto the redundant BATCH
server as files and publish them in the report server database.
Conventions for the report template names

The file names for the various reports must comply with the following rules. Example:
"TemplateFamily_ReportObjectType_*.RDL"; "MyReport_batch_*.RDL".
Name part in file Meaning

name
TemplateFamily You can freely choose this part of the file name. The name that you specify here is the display name
for the object commands, "Print" and "Print Preview". The "standard" name is reserved for the SIMATIC
BATCH product.
_ReportObjectType Report object types:
● Object type for the report on the Batch process cell: _pcell
● Object type for reports on libraries: _library
● Object type for reports on master recipes: _recipe
● Object type for reports on formulas: _formula
● Object type for reports on batches: _batch
_* The name part can be used individually and is optional.
You can find the manual "SIMATIC BATCH - Report views" in the Windows start menu by
selecting Start > SIMATIC > Documentation > Language Selection. This manual provides you
with more information and a description of the views for the report data.
SIMATIC BATCH V9.0

9.9.2.2 Report creation of batches
Definition of a batch report

The batch report contains all the information required for the reproducibility of the batch
process, quality assurance and the fulfillment of legal requirements. These include the
identification data, control recipe data, effective production data, chronological sequence of
the steps, status, error and disturbance messages as well as operator intervention.
Principle
The batch report can be viewed or printed out at any time between the planning of a batch and
its completion. The report always includes the data up to the latest completed control recipe
phase including the corresponding messages and measured values. The batch report lists the
minimum and maximum values of the process tags in a table for the period during which the
level (procedure, RUP, ROP) was active; this is then followed by the trend diagrams.
The batch report can be opened and printed in BatchCC. This is done by selecting the batch
and opening the shortcut menu:
● Print > Select report template: The batch report is printed immediately without preview on
the screen.
● Print preview > Select report template: The batch report is displayed in the print preview
window.
Note
System characteristics
There is a delay when collecting the data for messages and measured values. The delay time
depends on the batch size.
Monitoring is canceled when the recipe is completed or runs out of the monitored area. The
status "Aborted" is therefore always listed in the batch report.
SIMATIC BATCH V9.0

Time-of-day synchronization
If an incorrect time of day is shown in batch reports or in tooltips in the control recipe, check
the settings for time-of-day synchronization. You can set the time of the CPU of your AS to
UTC time in the "Set Time of Day" dialog. You can open this dialog in the SIMATIC Manager.
Select the CPU in your AS and then select the shortcut menu command PLC > Set Time of
Day. To change the module time, clear the "Take from PG/PC" check box.
Note
The batch management collects all messages from the start of the batch until the message
"Batch closed". The start and close messages include the time of day of the PC on which the
batch data management is running. To ensure that all messages during this time window are
acquired, the time of day of all network devices must be synchronized. UTC time is always set
as the module time on the AS.
The time zone CET/MEZ (Central European Time/Mitteleuropäische Zeit) is ahead of the
"world time", meaning UTC, by one hour. This means: Standard difference to UTC = +1.
Daylight saving time is UTC+2 and standard time UTC+1.
Time-of-day synchronization: Manual PCS 7 - PC Configuration
SIMATIC BATCH V9.0

Time-of-day and date
Note
The time and date are displayed in the batch reports as defined and activated in the country
settings.
This is independent of the language of the operating system and the language selected in the
PCS 7 setup.
No more than two characters should be used for the day, no more than three characters for
the month and no more than four characters for the year. If you select larger formats, the
display of the date may be truncated due to the restricted output window.
9.9.3 Displaying archived batches
9.9.3.1 Viewer for archived batches
Overview
Batches you have archived can be visualized again as control recipes. The viewer for archived
batches contains functions for opening archives from a PH (Process Historian) as well as from
archive files. The basic requirement for connecting to the PH database is the specification of
a user name and password in the project settings under "User credentials".
To display control recipes of archived batches, open the viewer by selecting the "Options >
Start viewer for archived batches" menu command in the BATCH Control Center. Use one of
the following commands in this dialog:
● Open batch from file
● Open batch from PH
Depending on your selection, the "Open" selection dialog opens or the "Find batch" filter dialog
opens for archives from a PH.
SIMATIC BATCH V9.0

Restrictions when viewing archive files (XML format)

The following limitations apply to the Directory, SQL server, and FTP server archiving methods:
● Archived batches in V7.0 format cannot be imported to any SIMATIC BATCH version.
● Archived batches in the V7.0 SP1 format have the following viewing restrictions:
– XML archive was generated in versions SB V7.0.1 to SB V7.0.1.14 or in versions SB
V7.1.1 to SB V7.1.1.5. Condition mode is not displayed; conditions of transitions are not
displayed; descriptions of conditions in transitions are not displayed; properties such as
"Continue" and synchronization actions with SIMATIC IT (MES_SYNC_REQUEST) are
not displayed and the "Start allocation" property is not displayed.
– XML archive was generated in version SB V7.0.1.15 or higher or in version SB V7.1.1.6
or higher. Descriptions of conditions in transitions are not displayed.
– XML archive was generated in version SB V7.1.2. Descriptions of conditions in
transitions are not displayed; monitoring time and process value for material and
material code are not displayed; new constructs from SB V7.1.2 such as jumps and
command steps are not displayed.
● Archived batches in the SB V7.0.8 format have the following when viewing restriction:
– XML archive was generated in version SB V7.1.2. Descriptions of conditions in
transitions are not displayed.
● For archived batches in V7.1.2 format and higher, there are no limitations for the viewer for
archived batches.
● In the viewer for archived batches, filters for command steps are displayed only in the
archive format V7.1.2.
● To display archived batches again in the viewer for archived batches, the archiving must
be in XML format V7.0.1.
For the "PH" archiving method, there are no limitations with regard to the XML format.
SIMATIC BATCH V9.0

Filter dialog "Find batch"

In the filter dialog, you search for archived batches from a PH and then select the required
batch.
Properties of the "Find batch" filter dialog:

● When the dialog opens, a connection to the specified PH database is established
automatically.
● For some filter objects (project, process cell, SB version, etc.), drop-down lists containing
existing data on the PH are provided for selection. Other filters can be edited and
customized with placeholders.
● The search can only be started by clicking the "Filter" button.
● The result set is managed dynamically so as to enable scrolling forward and backward in
large result sets.
● Clicking the "Reset" button deletes the search result and enters <All> in the selection dialog
of each object. Exceptions are the order category and order objects; here, the "*"
placeholder character is entered. If another search is started, all batches saved in the PH
database are listed.
SIMATIC BATCH V9.0

Control recipe view in the viewer

If you double-click a line in the result window, the control recipe for the relevant batch is
displayed in the viewer.
Properties of the control recipe view:

● In the BatchCC, you read and view the control recipe for the selected batch.
● Only one control recipe can be viewed in the dialog. Selecting another batch automatically
closes a control recipe opened previously.
SIMATIC BATCH V9.0

● The background color of the control recipe window can be customized. You set the
background color on the "Colors" tab of the project settings. Double-click the "Background
(batch archive)" entry under "Color" and click the desired color. Then confirm your selection
with "OK".
● You can expand recipe elements and display their object properties in the control recipe
graphic.
● In the object properties the last available process values for input material, output material,
parameters, transfer parameters, and transition conditions are displayed. A process value
history is not offered.
Restrictions affecting the control recipe view
● Batch data that you saved in V7.0 archive formats are not displayed as control recipes in
the viewer.
● The BATCH OS control does not support the viewer for archived batches functionality.
● Reports and batch logs are not available for visualized control recipes.
● Batch messages are not displayed.
● Visualization is not supported for batches archived via the ODBC interface.
"Archive" folder (Page 775)
"Versioning" folder (Page 765)
Dialog "Find batch" (Page 1037)
9.9.3.2 Displaying archived batches from the SQL Server

The archived batches are queried through the Microsoft SQL Server Management Studio.
Procedure
1. Open the SQL Server Management Studio with the menu command Start > Program Files
> MS SQL Server "version" > SQL Server Management Studio.
2. Log on.
3. In the "Databases" navigation window, select the Batch database name, for example,
"2_25269528_55_Archive", and the "dbo.tblBatches" table there, and select "Open Table"
in the shortcut menu.
Result
The archived batches are displayed.
SIMATIC BATCH V9.0

BATCH Recipe Editor 10
10.1 Introduction
Distinction
The BATCH Recipe Editor allows the graphic creation and modification of recipes.
When editing recipes, a distinction is made between the following:
● Flat recipes
● Hierarchical recipes
● Library object Recipe operations
● Library object: Substructure
Flat recipe
A flat recipe is made up of substructures. The substructure is used to make large recipes
clearer to read.
The recipe steps of a substructure can be as follows:
● A further substructure
● A reference to a library object: Substructure
● ROP (recipe operation) with direct access to a recipe phase of the type EOP (equipment
operation)
● RPH (recipe phase) with direct access to a recipe phase of the type EPH (equipment phase)
● Operator instruction: Recipe phases of the type EOP and EPH configured for the operator
instruction and NOP for a simple operator instruction
Hierarchical recipe
A hierarchical recipe consists of recipe unit procedures (RUP) that are assigned to a unit. The
recipe unit procedures are processed parallel to each other in a recipe. The execution of the
recipe unit procedures can be coordinated using graphic synchronization lines.
The recipe steps of a RUP can be as follows:
● ROP (recipe operation) with direct access to a type EOP (Equipment Operation) recipe
phase
● ROP with an underlying sequence of recipe steps of the type RPH (recipe phase).
– RPH with direct access to a recipe phase of the type EPH (equipment phase) or
– Operator instruction with or without direct access to a recipe phases of the type EPH
SIMATIC BATCH V9.0

BATCH Recipe Editor
● Operator instruction: EOP and EPH type recipe phases that are configured for operator
instruction and NOP for simple operator instruction
● Library reference
Library object: Recipe operations

A library of library operations can be created for hierarchical recipes. A library operation is an
ROP consisting of steps of the type RF. When creating the library step sequence, this is
assigned to a unit class so that the recipe steps access the equipment phases (EPH) of this
unit class. The unit allocation is made when you bind in the recipe step sequence of a recipe
unit procedure (RUP).
Library object: Substructure

A library consisting of substructures, in turn consisting of operator instructions, recipe
operations of the type EOP or recipe phases of the type EPH can be created for flat recipes .
Different unit classes/units can be assigned to the recipe steps of the substructure.
10.2.1 Starting the BATCH Recipe Editor
Various options
There are three different ways in which you can start the BATCH Recipe Editor:
● From the Start menu of Windows
● Using the menu command in BatchCC
● Automatically by opening a recipe in BatchCC
Starting in the Start Menu of Windows

● Go to the Start menu of Windows and select the menu command
Start > Siemens Automation > SIMATIC > BATCH Recipe Editor.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Starting in BatchCC
● In the BatchCC, click the relevant button in the appropriate toolbar or select the menu
command Options > Start Recipe Editor to open the BATCH Recipe Editor.
● If you select a master recipe or a library object in BatchCC and then select the "Open"
command (right mouse button) or double-click, the BATCH Recipe Editor is automatically
started with the recipe.
Note
With the exception of deleting and renaming recipes, which is only possible in the BatchCC,
you can make all other possible modifications to recipes using the BATCH Recipe Editor.
See also
Layout of the main window (Recipe Editor) (Page 506)
10.2.2 Requirements for working with the BATCH Recipe Editor

Before you can work with the BATCH Recipe Editor, the following requirements must be met:
● A recipe operates on the basis of the block instances of the SFC types or the BATCH
interface blocks IUNIT_PLC, IEOP, IEPH, IEPAR_xxx and TAG_COLL created in the CFC
charts and the additional data in the BATCH hierarchy folders (SIMATIC Manager).
The Process cell data created this way has to be downloaded to the Batch Server and read
in BatchCC via the menu command Program > New process cell or with the menu
command Edit > Updating the process cell after modifying the Process cell data.
Note
It is possible to create recipes before configuration of the block instances is completed. To
allow this, you can edit the type description (batch types) the first time manually (without a
CFC synchronization) in the SIMATIC manager and download it as part of the process cell
data to the BATCH server.
At a later point in time when the CFC charts have been finalized, you must then repeat the
menu command Program > Update process cell in BatchCC.
● You must have the relevant permissions with an entry in the user list (user rights) allowing
you to use recipe creation functions.
SIMATIC BATCH V9.0

BATCH Recipe Editor
10.2.3 User interface and operation
10.2.3.1 Layout of the main window (Recipe Editor)
Overview
The basic layout of the user interface of the BATCH Recipe Editor is shown in the figure below
which illustrates an example of a hierarchical recipe. You can create or modify recipes in the
editing windows. using the structure elements of the Insert menu.
The first editing window displays either the structure of a recipe or a library object (editing level
1). In the other editing windows, you can edit the lower-level ROP sequences (in hierarchical
recipes this is editing level 2) or substructures (in flat recipes this is editing layer 2 to 10).
SIMATIC BATCH V9.0

BATCH Recipe Editor
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SIMATIC BATCH V9.0

BATCH Recipe Editor
Note
Recipe editor without opened object (library/master recipe)
If no object is open in the recipe editor, only menu items and functions that are available are
displayed in the relevant bars.
Title bar
The title bar of the main window displays the name of the master recipe, the recipe operation
(ROP) or the library object. Here, you will also find system buttons with which you can do the
following:
● Close the BATCH Recipe Editor,
● minimize the main window to its icon,
● restore the window to its normal size again, and
● maximize the display of the main window.
Menu bar
The menu bar is located at the top edge of the main window. Its functions relate to the current
window opened for editing. You can only select menu commands that are feasible in the current
status of the object. As an example, you can only select the menu command Edit > Delete
when at least one object is selected. Menu items that cannot be selected are displayed in gray.
Toolbar
The toolbar is located below the menu bar. It contains a number of icons with frequently
required menu bar functions. You can see which function is triggered by a button in the toolbar
by positioning the mouse pointer on the button (without clicking). A small box will then be
displayed with the designation. Detailed information about this is displayed in the status bar.
Click on the icon to trigger the function. Icons that cannot be selected are displayed in gray.
Status bar
At the lower edge of the user interface, you will see the status bar that displays important
information and statuses. The information displayed changes depending on the particular
operation and object status.
In the left part of the status bar you will see context-sensitive information, for example
explanations of menu commands, operator prompts or error messages.
In the right part of the status bar, you can see the current user and the current time. In some
situations, a progress bar is also displayed for processes that require longer.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Shortcut menu
With the right mouse button, you can display the shortcut menu containing functions from the
menu bar frequently required in the current situation. Only the functions that are feasible for
the recipe element can be selected, all others are displayed in gray.
Assigning names to recipe elements

Numbers are shown next to the recipe elements. Together with the name of the recipe element,
which can be chosen freely by the user, these form the unique system name. This unique
system name assures that elements that are named the same will always have a unique system
name.
See also
Possibilities for adapting the edit window (Page 509)
Selecting objects (Page 513)
Implementation of the hierarchy in the BATCH Recipe Editor (Page 518)
10.2.3.2 Possibilities for adapting the edit window
Commands in the recipe editor

The following commands are available for adapting the editing window in the recipe editor:
Figure 10-1 Assignment of the symbols to the command is carried out from left to right.
Command Meaning
Pin recipe/batch headers Keeps the RUP visible as a higher-level object
Selecting the zoom area -
Zoom in -
Zoom out -
Resetting the zoom factor -
Optimal zoom factor -
Closing the substructure Higher level is displayed
Context help Activate callup of the direct help
In addition to the functions shown above, you can also use the View > Fit automatically menu
command to activate automatic window adaptation. If you increase the size of the recipe
structure or the editing window, the content is automatically increased or reduced in size.
Zoom function
Rapid size adjustment through the zoom function in all the editing windows.
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BATCH Recipe Editor
10.2.3.3 Project and user settings

The graphic user interface of SIMATIC BATCH can be configured and customized completely
according to your specific needs. You decide on the appearance and range of functions. You
can make the required settings centrally in the "Project settings" and "User settings" dialogs
in BatchCC and the recipe editor.
The "Project settings" dialog contains several elements for which you make general settings
relating to the appearance and range of functions. In the "User settings" dialog, you can make
settings for language, zoom, layout and format of the user interface.
Selecting dialogs
Select the menu command Options > Settings > Project settings. This opens the dialog box
shown below in which you can make individual Project settings.
Select the menu command Options > Settings > User settings. This opens the dialog box
shown below in which you can make individual User settings.
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BATCH Recipe Editor
Press the "Help" button in the context-sensitive help if you want more information about the
various project or User settings.
10.2.3.4 Creating and manipulating objects
Selecting functions
All important functions relating to an object are available in the shortcut menu.
As an alternative, the same functions are also available in the "Edit" menu. Functions that
cannot be executed in the current status of an object are grayed out in the "Edit" menu.
General functions
Some basic functions are common to all objects. These common functions are listed below.
The descriptions of other functions assume that you know how to use these functions.
The normal sequence of activities involving objects is as follows:
1. Creating the object
2. Selecting the object
3. Performing actions with the object (for example, opening, deleting).
Creating objects
All objects of the master recipe are created with the "Insert" menu.
As an alternative, you can also use the corresponding object icons in the toolbar. You display
the toolbar with View > Toolbars > Insert.
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Opening objects
There are several ways of opening an object:
● Double-click on the object icon.
● Select the object and then the menu command Edit > Open object.
After opening an object, you can create or modify its content.
Properties of objects
Object properties are data belonging to the object that decide its behavior,
for example the properties of a recipe operation.
The menu command Edit > Properties opens a dialog box in which you can see and set the
properties of the selected object.
Cut, Paste or Copy

As is usual under Windows, you can: cut, paste or copy most objects. You will find the
respective menu commands in the "Edit" menu.
You can also copy objects using (Drag-and-drop). If you point to an illegal target, the cursor
changes to a forbidden sign.
When you copy an object, the entire hierarchy below it is also copied. As a result you have
wide options open to you if you want to use your developed components more than once.
Note
When you insert, the target position must be specified by mouse click.
Renaming objects
You can change the name of an object at a later point in time in the object properties.
Deleting objects
You can delete all objects. Deleting can be undone. A master recipe or a library operation can
only be deleted in BatchCC.
Undoing/redoing actions
With the Undo/Redo menu commands, you can reverse modifications step-by-step.
After undoing "n" actions, you can also redo "n" actions.
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BATCH Recipe Editor
10.2.3.5 Selecting objects
Selecting by clicking
After activating the selection mode, you have the following options:
● if you single click, all objects (structure elements) that were selected up to now are
deselected.
● You can select RUPs, ROPs, RPHs, SUBs, library references and transitions by simply
clicking on them with the left mouse button.
● Select sequences, branches and loops not by clicking a step or a transition but on the line
between the step and transition (to select a sequence), on the upper or lower horizontal
line (to select a simultaneous or alternative branch) or on the upper or lower horizontal line
of the return path (to select a loop).
● Select an open ROP by selecting the initial step, the final step or the sequence containing
the initial or final step.
● When you make a selection, other selected objects are deselected.
Selecting with a lasso

To open a lasso, drag the mouse while holding down the left mouse button. All the elements
completely enclosed in the lasso frame are selected when you release the mouse button.
Previously selected elements are deselected if they are outside the lasso frame.
Selecting further objects

If you want to select multiple objects then press the control key at the same time you click the
mouse. The element you have clicked is selected without deselecting previously selected
elements.
Deselecting
If you have selected an object by mistake then keep the control key depressed and click again
to undo the selection.
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BATCH Recipe Editor
10.3 Recipe topology
10.3.1 Flat recipes
10.3.1.1 Structure of flat recipes

With the BATCH Recipe Editor, you can create flat recipes. To make the structure clearer, you
can move existing sequences of recipe elements into a substructure.
Note
The runtime properties of the recipe are not influenced by the substructures.
Basic structure
The following figure illustrates the basic structure of a flat recipe that can contain both recipe
operations (ROPs) that use EOPs, as well as recipe operations made up of recipe phases
(RPHs) and that use EPHs. These EOPs and EPHs are created during engineering of the
basic automation (refer to the section: Engineering > Basic Engineering for PCS 7.
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Properties
Flat recipes cannot be executed on the AS and cannot be operated or monitored in the BATCH
OS controls. If you use flat recipes, you will need to operate the batches in the BatchCC.
10.3.1.2 Use of substructures in the BATCH Recipe Editor
Principle
The figure below shows the basic use of substructures when editing flat recipes with the
BATCH Recipe Editor. A substructure itself can be made up of other substructures.
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BATCH Recipe Editor
The structure of a flat recipe can be edited into approximately twenty levels by using
substructures.
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Synchronization
Using the synchronization functions, you coordinate the execution of recipe chains. In flat
recipes, synchronization in sequences of the same simultaneous branch are possible.
At each synchronization point, you decide whether or not the chain is halted. If you select
"Blocking", the chain waits until the other chains involved have reached the synchronization
line or had already reached it (may have already continued). If "Blocking" is not selected, the
chain does not wait for the other chains. The fact that the synchronization point was reached
is still recorded.
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BATCH Recipe Editor
10.3.2 Hierarchical recipes
10.3.2.1 Hierarchical recipes
Hierarchical recipes
With the BATCH Recipe Editor, you create hierarchical recipes. The following recipes are
possible:
● Hierarchical recipes with ROPs (Page 516)
● Hierarchical recipes with RPHs (Page 517)
● Hierarchical recipes with ROPs and RPHs (Page 518)
10.3.2.2 Hierarchical recipes with ROPs
Configuration
The following figure shows the basic structure of a hierarchical recipe with ROPs. Below the
recipe unit procedure (RUP), there may be several recipe operations (ROPs). The recipe
operations use the EOP blocks directly. These EOPs are created during engineering of the
basic control (refer to the section on configuration in the ES).
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Editing parallel recipe operations (ROPs)

You can only edit parallel branches in hierarchical recipes if you activate the "Allow parallel
ROPs" option in the BATCH control center under Options > Settings > Project settings >
"General" tab.
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BATCH Recipe Editor
10.3.2.3 Hierarchical recipes with RPHs

The schematic below shows the basic structure of a hierarchical recipe with recipe phases
RPHs. In this model, the process cell is structured in greater detail during engineering with the
ES. A unit has several equipment modules that can contain several EPHs.
No recipe phases are possible directly below a recipe unit procedure (RUP). Recipe phases
can, however, be used in the underlying ROP. EPHs are assigned to these recipe phases.
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SIMATIC BATCH V9.0

BATCH Recipe Editor
10.3.2.4 Hierarchical recipes with ROPs and RPHs

With SIMATIC BATCH, you can also create recipes that contain both recipe operations (ROPs)
that use EOPs as well as recipe operations that are made up of recipe phases (RPHs).
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10.3.2.5 Implementation of the hierarchy in the BATCH Recipe Editor
Principle
The schematic below shows the basic implementation of the hierarchical structure when editing
with the BATCH Recipe Editor. The structure of a hierarchical recipe is edited at two levels
(editing level 1 and 2).
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SIMATIC BATCH V9.0

BATCH Recipe Editor
Editing level 1
Editing level 1 is intended for the Plant view in which the processes of several cells can be
synchronized. A recipe unit procedure (RUP) is made up of recipe operations (ROPs). To
structure the process, you can use double lines to synchronize. This allows you to synchronize
the timing of ROPs in different units.
Note
Free editing mode:
In this mode, you can use all the structure elements of editing level 2 at editing level 1 (parallel
ROPs, loops, transitions,...).
Since this mode does not correspond to the standard, this mode will not be described in any
greater detail. The way in which the structure elements function is the same at both editing
levels.
Editing level 2
Editing level 2 is used to create ROP sequences. An ROP sequence begins with a Start step.
The Start step is followed by a transition that defines the start conditions. Every ROP sequence
ends with an End step. A transition that defines the end condition precedes every end step.
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BATCH Recipe Editor
Implementation in the BATCH Recipe Editor

Legend for figure

1) Synchronization line between the recipe unit procedures (RUPs). In the figure, for example
buffer B202 and reactor R502.
2) First recipe unit procedure buffer B202 with the recipe operations xferIn and xferOut as
transfer operations.
3) Second recipe unit procedure reactor R502 with the recipe operations add water, xferIn,
temperature etc.
4) Third recipe unit procedure premixer P302 with the recipe operation xferOut.
SIMATIC BATCH V9.0

BATCH Recipe Editor
5) Editing level 1: A recipe unit procedure is always shown within one column; in other words
the recipe operations are displayed vertically within a column. The content displayed in the left-
hand window corresponds to editing level 1.
6) Editing level 2: Sequence of the recipe operation with the recipe structure elements,
transition, step, transition. Other elements include, for example, alternative branch, loop,
simultaneous branch, monitoring, command step.
10.3.2.6 Synchronization between recipe unit procedures
Principle
Using synchronization, you can synchronize the ROPs of several recipe unit procedures
(RUPs) with each other at editing level 1. Each position where a synchronization line connects
a recipe unit procedure can have a blocking or non-blocking effect. If blocking is required, the
recipe unit procedure continues only when all recipe unit procedures involved in the
synchronization have reached the synchronization point.
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BATCH Recipe Editor
Example of synchronization (blocking)

In the screenshot shown below, the synchronization lines (blocking) between the two recipe
unit procedures (RUPs) shown cause the following reactions:
● Line 1: ROP 10 and ROP 6 start steps 20, 5, 13
● Line 0: ROP 5 and ROP 14 start steps 11, 16
Figure 10-2 Blocking synchronization point
Changing over between blocking and non-blocking

You can change the blocking or non-blocking effect of each synchronization point. Follow the
steps outlined below:
1. Select the synchronization point.
2. Select the command "Properties" in the shortcut menu of the synchronization point.
3. Select/clear the "Blocking" check box.
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Result: The synchronization point is displayed as a single line. ROPs/NOPs in the sequence
following this are started immediately (without waiting for synchronization).
Example of synchronization (non-blocking)

The non-blocking position below "Material entry 10" means
● that ROP 20 is processed further by RUP "Dosing setpoint" Immediately when ROP 10 is
completed.
● that ROP 5 and ROP 13 are only started when ROP 10 and ROP 6 are completed.
Figure 10-3 Non-blocking synchronization point
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BATCH Recipe Editor
10.3.3 Necessary and possible structure elements of the recipe
10.3.3.1 Structure elements of recipes
Overview
The following structure elements can be inserted into the recipes operations:
Structure element Symbol Inserted with button/menu command ...

Recipe procedure Recipe > New
(RP) (Page 525)
Recipe unit proce‐ Recipe procedural element (Insert menu) (Page 546)
dure (RUP)
(Page 526)
Recipe operation Recipe procedural element (Insert menu) (Page 546)
(ROP) (Page 526)
Recipe phase (RPH) Recipe procedural element (Insert menu) (Page 546)
(Page 526) Recipe phase (Insert menu) (Page 547)
Substructure Recipe procedural element (Insert menu) (Page 546)
(Page 526) (only for
flat recipes)
Library reference Library reference (Insert menu) (Page 548)
(Page 527)
Parameter step Configuring parameter step (Page 718)
(Page 528)
Operator instruction Operator instruction (Insert menu) (Page 548)
(Page 527)
Step placeholder inserted automatically
(Page 527)
Transition placehold‐ inserted automatically
er (Page 528)
Command step Command step (Insert menu) (Page 549)
(Page 549)
Simultaneous branch Simultaneous branch (Insert menu) (Page 553)
(Page 528)
Synchronization line Synchronization (Insert menu) (Page 554)
(Page 529)
Synchronization point Synchronization (Insert menu) (Page 554)
(Page 529)
Monitoring Monitoring (Insert menu) (Page 555)
(Page 555)
Transition (Page 529) Transition (Insert menu) (Page 560)
Alternative branch Alternative branch (Insert menu) (Page 560)

(Page 529)
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BATCH Recipe Editor
Structure element Symbol Inserted with button/menu command ...

Loop (Page 529) Loop (Insert menu) (Page 561)
Jump (Page 562) Jump (Insert menu) (Page 562)
Representation of the recipe elements

● Container elements for ROP, libraries and substructures are indicated by two vertical border
lines in the graphic symbol (box).
● Graphic symbols (boxes) without two vertical border lines are objects with nested
operations and phases (EOP, EPH)
● Graphic symbols (boxes) with bold, complete border line characterizes parameter steps.
Working with sequences

The structure elements are inserted in sequences. A sequence is a vertical series of structure
elements. The elements in the sequence are separated by a vertical line.
Meaning
Actions to be executed one after the other must be arranged vertically in a sequence. A
transition is evaluated only when the recipe phase above is completed (ready to complete, or
similar). The next recipe step is only triggered when the transition above it evaluates to true.
10.3.3.2 Recipe procedure (RP)
Overview
The recipe procedure includes the procedural elements required for the process engineering
in a process cell. When creating a recipe procedure, the equipment-related procedural
elements are used that are provided by the basic control.
Recipe procedure window

The recipe procedure window displays the required units in columns. The structure elements,
steps, transitions, loops etc. that determine the process sequence can be included in the
columns. The processes in the unit are coordinated by the "synchronization line" structure
element.
Properties
The properties of the recipe procedure reflect the header parameters of a recipe. This includes
specifications such as the product, parameters, reference scale, input and output materials,
etc.
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BATCH Recipe Editor
10.3.3.3 Recipe unit procedure (RUP)
Overview
The recipe unit procedure includes the procedural elements required for the process
engineering in a unit.
The recipe unit procedures are the columns in the recipe procedure window. The recipe
operations of the unit are the steps in the recipe procedure window. The name and selected
unit are displayed in the column title. By double-clicking the column title, the properties dialog
of the recipe unit procedure opens.
The steps in a recipe unit procedure can have the following functions:
● Steps with access to a recipe phase of the type EOP
● Substitute for a step sequence for this unit integrated in the recipe
● Library reference for a library operation
● Operator instruction
10.3.3.4 Recipe operation (ROP)
Overview
The recipe operation includes the procedural elements required for the process engineering
of a recipe operation. The equipment based procedural elements that are available through
the basic automation are referenced for creation.
Steps can take the following forms:

● Operator instruction
● Steps with access to a recipe phase of the type EPH
10.3.3.5 Recipe steps in a recipe operation (RPH)

At this level, recipe phases are entered in the form of operator instructions or recipe phases
of the type EPH.
10.3.3.6 Substructure
A flat recipe is made up of substructures. The substructure is used to make large recipes
clearer to read. Units of the recipe that belong together can be moved to their own section and
abstracted using the substructure box SUB.
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A substructure can consist of recipe steps in the form of operator instructions, recipe operations
of the type EOP or recipe phases of the type EPH. A different unit can be assigned to every
recipe step.
Note
The runtime properties of the recipe are not influenced by the substructures.
10.3.3.7 Library reference

A library operation is not linked directly into a recipe unit procedure (RUP) but uses a library
reference. The library operation cannot be modified within the master recipe; the library
operation must always be opened explicitly in the BATCH Recipe Editor.
10.3.3.8 Operator instruction

The operator instruction allows instructions for the operator to be displayed during the
processing of a recipe. There is a distinction in this regard between the output
● Pure instructions (NOP step):
– without acknowledgement, which means the recipe sequence will not be halted.
Example: Please put on the protective goggles!
– Without acknowledgment; the recipe is stopped until the operator acknowledges.
Example: Please close valve V127.
● An instruction with input option (operator dialog)
– without acknowledgment
Example: Entry of analysis process values.
– with acknowledgment
Example "Manual dosing": The operator is instructed which material to use and how
much to add. The operator then enters the process values that have been added and
confirms the input (acknowledgment).
Entered values (process values) can serve as setpoints for subsequent recipe functions/
operations. The process values can also be evaluated in transitions: Example: Sample OK?
yes/no. In this case parameters must be assigned with acknowledgement.
10.3.3.9 Step placeholder

Incomplete structures must be completed dynamically so that they are always syntactically
correct and complete. To make sure this is done, the BATCH Recipe Editor automatically
inserts placeholders for recipe phases and transitions.
A recipe phase placeholder appears as an empty recipe phase. By double-clicking or inserting
a recipe phase using the menu or the toolbar, the placeholder becomes a recipe phase.
These dynamically generated placeholders are removed again when they are no longer
required or they become NOP (no operation) recipe phases when the recipe is saved.
NOP elements can also be used, for example to specify a defined runtime.
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10.3.3.10 Transition placeholder

Incomplete structures must be supplemented dynamically in order to be syntactic and complete
at any time. The recipe editor therefore automatically inserts placeholders recipe phases and
transitions.
A transition placeholder has the appearance of an empty transition.
To convert a transition placeholder to a transition, simply double-click on symbol, or insert a
transition into the placeholder via the "Insert" menu or the toolbar.
10.3.3.11 Command step

A command step transfers a command (S88 command) in the recipe operation to one or more
target recipe elements (RPEs). It is also possible to specify the status that the target object
needs to have before it can receive the command. This status filter applies to the entire list of
target recipe elements. A setpoint runtime you have determined for the equipment phase can
also be specified. This means that the equipment phase will end only when the setpoint runtime
has expired.
10.3.3.12 Parameter step

A parameter step is a recipe element in which parameter values are transferred to a unit. Unit
parameters are queried in transitions within a recipe and corresponding units are allocated as
a result.
10.3.3.13 Simultaneous branch

A simultaneous branch consists of at least two horizontally arranged sequences joined at top
and bottom by double lines.
How it works
A simultaneous branch leads to simultaneous processing of several sequences. This allows
processes to be executed at the same time.
With simultaneous branches, the branches are processed only if the first equipment phase
can use all branches. Once it is released for Batch, the equipment phase can then be allocated,
regardless of whether it is in automatic or manual mode. An equipment phase can only be
started by Batch if it is the automatic mode.
The behavior of a simultaneous branch depends on the status of the predecessor:
● The predecessor of a simultaneous branch has the status "Ready to complete"
Simultaneous branches are activated if all transitions at the beginning of the neighboring
branches in the simultaneous branch have been fulfilled.
● The predecessor of a simultaneous branch has the status "Completed"
Simultaneous branches are activated regardless of the status of all transitions at the
beginning of the neighboring branches in the simultaneous branch.
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Synchronization lines
Another method of coordinating sequences is to create synchronization lines (Page 529)
between the recipe steps.
10.3.3.14 Alternative branch

An alternative branch consists of at least two vertically arranged sequences joined at top and
bottom by a single horizontal line.
How it works
With alternative branches, you can adapt the execution of the recipe to states in the process.
The conditions in the top transitions of the sequences decide which sequence is executed.
10.3.3.15 Synchronization line

The synchronization lines coordinate the execution of recipe sequences in the units or of the
recipe operations (ROPs) between the units.
10.3.3.16 Synchronization point

In each synchronization point, you can decide whether execution is continued or halted.
10.3.3.17 Monitoring
Process events can be monitored as well as a defined area of a recipe (monitoring area).
A transition condition at the start monitors process values, states and events. When the
transition condition is fulfilled, the monitoring runs concurrently. Monitoring is configured similar
to all recipe structures and can contain all the topological elements (loops, AND, OR,
synchronization lines, etc.).
10.3.3.18 Transition
Along with the step, a transition is a second element type used in structuring a recipe. It
contains the step enabling conditions between the steps.
10.3.3.19 Loop
A loop consists of a sequence with at least one recipe step and a return path with a transition.
Meaning
The loop allows multiple iterations of a sequence structure.
The transitions following the loop and in the return path decide how often the sequence is
repeated. If the condition in the transition following the loop is satisfied, control exits the loop.
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BATCH Recipe Editor
10.4 Creating recipes
The conditions of the two transitions should be mutually exclusive so that it is not the order in
which the transitions are evaluated that is relevant but rather the logic itself.
10.3.3.20 Jump
A jump is a recipe transition with or without a jump destination.
A recipe jump in a recipe level (RUP) skips a step in the sequential processing and resumes
at a defined recipe step. The currently running RUP/ROP/SUB ends at a location where no
jump destination is configured for a jump. The recipe jump is only executed if the configured
step enabling condition (transition) is fulfilled.
10.4.1 Notes on creating recipes
Expansion in the "Properties of ..." dialog

For each recipe unit procedure (RUP), you can decide whether this will execute AS-based or
PC-based. You make this decision during recipe creation in the properties dialog of each recipe
unit procedure. Mixed operation within a recipe is permitted.
Mixed operation and blocks

Mixed operation means the option of using both modes, PC-based and AS-based, in one
recipe. This could, for example, mean that the recipe logic for a RUP is processed in the
automation system and for another RUP on the SIMATIC BATCH server.
This is only possible if you use the "UNIT_PLC" block from the supplied SIMATIC BATCH block
library in your PCS 7 project. With this block, both modes are possible. The "IUNIT_BLOCK"
block from previous versions of SIMATIC BATCH is only permitted for the PC-based mode
and it is interlocked against use in AS-based mode.
During batch control, the two blocks coordinate the allocation of individual units to the running
batches. One instance of one or other of these two blocks is required in one of the hierarchy
folder charts for each unit.
Options in mixed operation

You have the following options for mixed operation in a master recipe:
● Recipe in AS-based mode with the "UNIT_PLC" block
● Recipe in PC-based mode with the "UNIT_PLC" block
● Recipe in PC-based mode with the "IUNIT_BLOCK" block; only possible with a migrated
PCS 7 project since this block is not supplied in the SIMATIC BATCH block library.
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BATCH Recipe Editor
● Recipe in mixed operation with the "UNIT_PLC" block

● Recipe in mixed operation with the "UNIT_PLC" and "IUNIT_BLOCK"; only possible with a
migrated PCS 7 project since this block is not supplied in the SIMATIC BATCH block library.
In the BATCH configuration dialog, prior to downloading, the validation function checks
whether or not the same "UNIT" block type is used within a unit class. Within a unit class, you
can work with either only "IUNIT_BLOCK" or only "UNIT_PLC". A mixture of the blocks within
a unit class is not permitted and is rejected during validation with an error.
Recipes with references to other units

General property of AS-based mode.
A reference is always executed within this AS in a unit. In this case, the BATCH server is not
involved. This means that no problems occur in the recipe execution and therefore your batch
process if the BCS fails or the network connection between the AS and BATCH server breaks
down. The recipe control continues to run unaffected on the AS.
If a reference in a recipe is executed beyond unit boundaries, the recipe phase containing the
target parameter does not wait to start until the recipe phase from which the source parameter
originates is completed. The two recipe phases are executed separately. If you want the target
recipe phase for the parameter not to start until the parameter source recipe phase is
completed, you must set a synchronization at the appropriate place in the recipe.
Synchronization between units and references beyond the boundary of the unit are controlled
by the BATCH server.
Recipe engineering
Based on the following graphics from the BATCH recipe editor, you can see the differences
in the configuration of the two modes.
If you use the "UNIT_PLC" block, when you create a new hierarchical master recipe, AS-based
mode will always be used automatically as default and you have the option of selecting the
mode for every RUP. For recipes configured based on the "IUNIT_BLOCK" block, PC-based
mode is used automatically and AS-based mode cannot be used.
Note
A mode selected in the recipe can no longer be modified in the batch if this is planned or
released.
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BATCH Recipe Editor
Figure 10-4 Properties dialog of a RUP, do not execute in AS
SIMATIC BATCH V9.0

BATCH Recipe Editor
Figure 10-5 Properties dialog of a RUP, execute in AS
Recipe operations executed on the AS are automatically stored with a bright yellow background
in the recipe editor.
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BATCH Recipe Editor
10.4.2 How to edit a flat recipe
Procedure in the BATCH Recipe Editor:

1. Select the menu item Recipe > New > Flat recipe for a master recipe or Library element:
Recipe operation/substructure.
Result: A new editing window is displayed for editing level 1.
2. Enter the topological structure of the recipe in editing window 1 and any nested editing
windows (substructures).
Required substructures (= SUB) can be created with the "recipe procedural element". By
double-clicking on a "SUB", opens the editing window for the substructure.
– To create a new recipe element, select one of the following buttons in the toolbar:
Result: The element attaches to the mouse pointer.

– Move the mouse to the required position in the editing window and click.
Result: The element is inserted. The symbol for the recipe element is still attached to
the mouse pointer. The function of the mouse pointer changes only when you select a
different element.
– Click the selection arrow or the ESC button to change from the editing back to the
selecting mode.
3. Assign the unit in the properties dialog for each recipe step. Use the "Properties" command
in the shortcut menu for the recipe step.
4. Select the recipe elements in sequence and make the other required settings in the
corresponding properties dialog. To do this, select the "Properties" command in the
corresponding shortcut menu (select with right-click).
5. Check the validity of recipes. To do this, Select the menu item Recipe > Check validity.
6. Save the recipe at the desired location in the tree structure of BatchCC. To do this, Select
the menu item Recipe > Save as.
Result
After creating/inserting the recipe, its status is "in progress". In this status, you can modify it
at any time or released it for testing or production.
Help
Make use of the integrated online help when editing recipes:
● Each properties dialog has a "Help" button
● Direct help for each structure element: Mark the recipe element in the editing window and
press F1 or the "Context help" button in the toolbar.
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See also
Assignment of the unit with a flat recipe (Page 537)
Structure elements of recipes (Page 524)
Setting the properties of the recipe header parameters (Page 576)
Setting the properties of steps (Page 578)
Setting the properties for transitions (Page 584)
Validating recipes (Page 597)
Releasing a recipe for testing or production (Page 597)
Revoking a release (Page 598)
10.4.3 How to edit a hierarchical recipe
Procedure in the BATCH Recipe Editor:

1. Select the menu item Recipe > New > Hierarchical recipe (for a master recipe) or Library
element: Recipe operation.
Result: When you create a hierarchical recipe, a new editing window for an RUP is displayed
(editing level 1). When you create a recipe operation, a window is displayed with a basic
ROP structure (with start and end) (editing level 2).
2. In the case of a hierarchical recipe, first insert a recipe procedural element (Insert > Recipe
procedural element).
The first RUP is displayed.
3. Assign the unit in the properties dialog for the recipe unit procedure (RUP). Use the
command "Properties" in the shortcut menu for RUP or the library operation ("Allocation"
tab).
Note
Always make the assignment of the unit before configuring the individual recipe steps. As
a result, only the phases actually available in the unit or that correspond to the unit
conditions are displayed for selection in the properties dialogs of the phases.
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4. Enter the remaining topological structure of the recipe in the editing windows.
– Select one of the following buttons in the toolbar:
Result: The element attaches to the mouse pointer.

– Move the mouse to the required position in the editing window and click to deposit the
element at the desired location.
Result: The element is inserted. The icon for the recipe element is still attached to the
mouse pointer. The function of the mouse pointer changes only when you select a
different element.
– Click the selection arrow or the ESC button to change from the editing back to the
selecting mode.
5. Select the recipe elements one after the other and make the settings you require in the
corresponding properties dialog. To do this, select the Properties command in the
corresponding shortcut menu (select with a right-click).
6. Check the validity of recipes. To do this, Select the menu item Recipe > Check validity.
7. Save the recipe at the desired location in the tree structure of BatchCC. To do this, Select
the menu item Recipe > Save as.
Result: After creating/inserting the recipe, its status is "in progress". In this status, you can
modify it at any time or released it for testing or production.
Help
Make use of the integrated online help when editing recipes:
● Each properties dialog has a "Help" button
● Direct help for each structure element: Mark the recipe element in the editing window and
press F1 or the "Context help" button in the toolbar.
See also
Assignment of the unit with a hierarchical recipe (Page 538)
Structure elements of recipes (Page 524)
Setting the properties of steps (Page 578)
Setting the properties for transitions (Page 584)
Validating recipes (Page 597)
Releasing a recipe for testing or production (Page 597)
Revoking a release (Page 598)
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10.4.4 Unit allocation
10.4.4.1 Assignment of the unit with a flat recipe

The units are specified individually in the object properties for each recipe step. The unit
assignment is made according to the structure of the plant hierarchy in the engineering system.
This means that when additional levels were added to the three-level batch hierarchy, for
example an area level between process cell and unit, these are also available as selection
criteria in the unit assignment to help make the hierarchy clearer.
If you do not use the "Process cell optimization with online assignment of a unit (Page 543)",
follow the steps outlined below.
Assignment of the unit with/without conditions?

● If you want to select the units without conditions, follow the procedure described in this
section.
● If you want to select the units with conditions, follow the steps outlined in the section "Unit
selection via conditions for a flat recipe (Page 540)".
Procedure in the BATCH Recipe Editor

1. Open the recipe.
2. Select a recipe step.
3. Select the "Properties" command in the shortcut menu (selected with a right-click).
Select the "New assignment" button.
The "Allocations" tab appears.
4. First, select the representation of the tree structure:
– Class view: All unit classes without area structure will be listed in the "Unit selection"
field.
– Process cell complex view: All areas with the subordinate units are listed in the "Unit
selection" field.
5. Select the unit class in the "Device selection" field and deselect those units (unit candidates)
that are not suitable for this recipe unit procedure.
The unit classes and units from the basic engineering are available for selection. By
selecting a unit class and then deselecting the unit candidates, you limit the phases that
can be used in the execution of this unit recipe (displayed in the "Available phases" field).
6. If necessary, select a preferred unit in the "Preferred unit" field.
If no other assignment is made before creating a batch, the unit specified as preferred is
used for the batch execution.
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Result
This assignment is displayed in the properties dialog of the recipe element. When assigning
phases to the recipe element only the phases that can be executed by all the units selected
are available.
10.4.4.2 Assignment of the unit with a hierarchical recipe

A recipe unit procedure (RUP) is designed for a specific selection of applicable units (fixed
number) or a set of conditions for determining the unit selection (variable number depending
on changes in the engineering system).
The units (and the conditions when applicable) are specified in the object properties for the
RUP. In so doing, the unit assignment is made according to the structure of the plant hierarchy
in the engineering system. This means that when additional levels were added to the three-
level batch hierarchy, for example, an area level between process cell and unit, these are also
available as selection criteria in the unit assignment to help make the hierarchy clearer.
If you do not use the online assignment of a unit (Page 543), follow the steps outlined below.
Assignment of the unit with/without conditions?

● If you want to select the units without conditions, follow the procedure described in this
section.
● If you want to select the units with conditions, follow the steps outlined in the section "Unit
selection using conditions for a hierarchical recipe (Page 541)".

1. Open the recipe.
2. Select a RUP (the column is shown on a light blue background).
4. Select the "Allocation" tab.
5. First, select the representation of the tree structure:
field.
– Area view: All areas with the subordinate units are listed in the "Unit selection" field.
6. Select the unit class in the "Device selection" field and deselect those units (unit candidates)
that are not suitable for this recipe unit procedure.
The unit classes and units from the basic engineering are available for selection. By
selecting a unit class and then deselecting the unit candidates, you limit the phases that
can be used in the execution of this recipe unit (displayed in the "Available phases" field).
7. If necessary, select a preferred unit in the "Preferred unit" field.
If no other assignment is made before creating a batch, the unit specified as preferred is
used for the batch execution.
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Result: This assignment is displayed in the properties dialog of the recipe elements shown
(where it cannot be changed). When assigning phases, only the phases that can be executed
by the units still selected are available.
10.4.4.3 Specifying units using conditions

In the Recipe Editor, you can use conditions to specify units that match the required equipment
properties. When a process cell is expanded or a change is made, the list of available units is
adapted automatically without change to the recipe.
Requirement
The BatchCC is open.
Procedure
1. Select the menu command Options > Settings > Project settings and select the "Unit
selection according to conditions" check box on the "General" tab to "Yes". You have now
set this strategy as the default for new recipes or expanded recipe procedures.
2. Open a new recipe in the Recipe Editor. Open the "Properties of ..." dialog with the menu
command Recipe > Header parameter ... and open the "Allocations" tab.
3. Select the desired recipe assignment from the list and click "Edit". If there is no recipe
assignment, first click "New".
4. Click "New" in the dialog that opens. This creates a new, empty condition. Click the
"Change" button to make the following additional settings in the wizard:
– In the first step, select the required equipment property and click "Next".
– In the second step, select the operator ("Available" indicates that only the presence but
not the value of the equipment property is evaluated).
– In a third step, select or enter the required value of the equipment property.
– In the final step, click "Finish".
Using logical operators, you can logically combine multiple conditions with queries of
equipment properties.
Result
The possible units on which the recipe unit can run are displayed on the "Allocation" tab. The
unit allocation is determined by SIMATIC BATCH from the recipe phases and conditions used
and cannot be edited.
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10.4.4.4 Unit selection via conditions for a flat recipe

To improve efficiency of selecting suitable units, you can define conditions on the unit. When
selecting units, all units that satisfy these conditions (union set) will then be available. It is thus
possible, for example for process cell extensions after an update of the process cell in the
Batch Control Center, to also include additional units in the batch process (for batches that
have not yet been released).
Requirement
To be able to enter the conditions for the unit, the "Condition" option in the properties of the
recipe procedure must be activated for the unit in the "Allocation" tab.
Use the option "Unit selection through conditions" in the system settings in the Batch Control
Center to activate this option as default for all new recipes.
Possible specifications of conditions

The conditions can be created on the same recipe levels where they can be assigned to units.
When a library structure is included in a master recipe, it brings its conditions with it.
Procedure at the recipe unit procedure level

1. Open the recipe.
2. With a flat recipe: select the recipe step.
4. Click the "New assignment" button in the "General" tab.
Result: The "Properties of New Allocation" dialog box is displayed.
5. Click the "New" button in the "Condition" tab.
Result: A new row is created in the table for entry of another condition.
6. Click the "Change" button.
Result: The "Operand 1" dialog box opens.
7. From the list, select that attribute of the unit that that needs to satisfy a condition.
8. Click the "Next" button.
Result: The "Operator" dialog box is displayed.
9. In the middle field select the operator that specifies the logic operation condition of the two
operands and therefore defines the condition.
10.Click the "Next" button.
11.From the list, select the value of the unit attribute needed to meet the required condition.
Some values may have to be edited in a subsequent dialog. Use the context-sensitive help
if you want more information in this regard ("Help" button).
Result: The "Operator" dialog box opens again. All elements of the condition are displayed
and cannot be changed.
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13.Select the "Finish" button.

Result: The complete condition is entered in the "Condition" tab. Enter additional conditions
as needed in the same way.
Result: The following is displayed in the "Allocation" tab:
– Left: All units are displayed as unchangeable under "Equipment selection". The required
units have already been selected automatically.
– Right: The union set of all selected units is displayed under "Available phases".
14.First, select the representation of the tree structure:
field.
– Process cell complex view: All areas with the subordinate units are listed in the "Unit
selection" field.
15.Select the required allocation strategy and exit the dialog using the "OK" button.
16.Confirm the selection with "OK".
17.You can change these settings as needed by pressing the Edit assignment button in the
"Properties of <recipe phase>" dialog box.
See also
Process cell optimization with online assignment of a unit (Page 543)
10.4.4.5 Unit selection via conditions for a hierarchical recipe

To improve efficiency of selecting suitable units, you can define conditions on the unit. When
selecting units, all units that satisfy these conditions (union set) will then be available. Thus it
is possible, for example for process cell extensions after an update of the process cell in the
BatchCC, to also include additional units in the batch process (for batches that have not yet
been released).
Requirement
To be able to enter the conditions for the unit, the "Condition" option in the properties of the
recipe procedure must be activated for each unit recipe procedure (line). The properties dialog
in this case is expanded by a "Condition" tab.
Use the option "Unit selection through conditions" in the system settings in the Batch Control
Center to activate this option as default for all new recipes.
Possible specifications of conditions

These conditions can be created on the same recipe levels where they can be assigned to
units. When a library operation is included in a master recipe, it brings its conditions with it.
The properties dialog in this case is expanded with another "Subcondition" tab.
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Procedure at the recipe unit procedure level

1. Open the recipe.
2. With a hierarchical recipe: select the RUP (column is shown with a light blue background).
3. Select the "Properties" command in the shortcut menu (select with right mouse button).
4. Change to the "Condition" tab.
5. Click the "New" button.
Result: A new row is created in the table for entry of another condition.
6. Click the "Change" button.
7. From the list, select that attribute of the unit that that needs to satisfy a condition.
8. Click the "Next" button.
Result: The "Operator" dialog box is displayed.
9. In the middle field select the operator that specifies the logic operation condition of the two
operands and therefore defines the condition.
11.From the list, select the value of the unit attribute needed to meet the required condition.
Some values may have to be edited in a subsequent dialog. Use the context-sensitive online
help if you want more information in this regard ("Help" button).
Result: The "Operator" dialog box opens again. All elements of the condition are displayed
and cannot be changed.
13.Select the "Finish" button.
Result: The complete condition is entered in the "Condition" tab. Enter additional conditions
as needed in the same way.
14.Confirm with "OK".
Result: The following is displayed in the "Allocation" tab:
– Left: All units are displayed as unchangeable under "Equipment selection". The units
that it should be are already selected automatically.
– Right: The union set of all selected units is displayed under "Available phases".
15.First select the view of the tree structure:
– Class view: All unit classes without an area structure are listed in the "Unit selection"
field.
– Process cell complex view: All areas with the units they contain are listed in the "Unit
selection" field.
16.Select the required allocation strategy and exit the dialog using the "OK" button.
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10.4.4.6 Process cell optimization with online assignment of a unit
Introduction
When optimizing a process cell with online assignment, the unit recipe is assigned to the unit
at the last possible moment. If the unit is not assigned when the batch is running, the "online
assignment" function becomes active.
"Online assignment" provides the following four options (strategies) for optimizing the utilization
of units:
● Preferred unit: If no other assignment is made before creating a batch, the unit specified
as preferred is used for the batch execution.
● The longest out of use: The unit that has not been used for the longest time is selected.
● Operator selection: The allocation of the unit can be performed manually in an operator
dialog.
● Process parameter: The variable selected in the process parameter field decides the unit
to be used.

1. Open the recipe.
2. Select
– With a flat recipe: the recipe step.
– With a hierarchical recipe: select the RUP (column is shown with a light blue
background).
3. Select the "Properties" command in the shortcut menu (select with right mouse button).
4. Select the "Allocations" tab (using the "Edit assignment" button for flat recipes).
5. In the "Strategy" box, enter one of the options described above for online assignment.
6. If you select the process parameter option, select the relevant formula parameter.
You can select the parameter with the "Unit" data type from a list box that will decide which
unit is selected when the batch is made.
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"Operator Selection" strategy

If the "Operator selection" strategy is configured, a status symbol is set at the recipe step
(visible in the open control recipe) as soon as SIMATIC BATCH wants to use a unit.
Figure 10-6 Strategy operator selection of the unit
Figure 10-7 Allocation of the unit by operator selection
After selecting the recipe unit procedure (with a hierarchical recipe) or the recipe phase (with
a flat recipe) with the status symbol, you can select the required unit with the "Select unit"
shortcut menu command.
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Figure 10-8 Select unit
If this unit is already in use, the recipe unit procedure waits until the selected unit is available
again. If the conditions for allocation of the unit are not met, the recipe unit procedure waits
until the conditions are met and the unit is available. If more than one user attempts to make
a selection at the same time, the allocation goes to the first user. All other selected units are
ignored.
"Process parameter" strategy

As soon as the recipe step occupies a unit, the unit remains displayed and in use even if the
process parameter is subsequently changed to another unit.
The other unit is not displayed until after this unit has been released; that is, when the recipe
step has come to an end or has been aborted and reset.
Note
In a hierarchical recipe, make sure that no further changes are made to the process parameter
after the respective recipe unit has started. Otherwise, a unit that was not even used will be
displayed when the recipe unit is finished.
If, after the start of a batch, you want to subsequently change the unit, for example, change a
process parameter or restart the batch and also switch the allocated unit, then the most recently
allocated unit will be shown in neither the archive file (*.xml) nor in the batch report.
"Select unit" dialog (Page 874)
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10.4.4.7 Supplemental information about online assignment of a unit for flat recipes
Online assignment of several recipe phases with the same unit assignment
If several recipe phases are in a flat recipe with the same unit assignment, the online
assignment is only performed for the first recipe phase.
For safety reasons the assigned unit is retained for all subsequent recipe phases, even when
the unit is released upon completion of a phase.
Repeated online assignment

To repeat an online assignment, a completed or aborted recipe phase needs to be reset. None
of the other recipe phases with the same unit assignment can be active in this case.
Recommendation
To be able to repeat an online assignment in a flat recipe, recipe phases should be distributed
over many different unit assignments when the recipe is originally created.
10.4.5 Inserting and labeling recipe elements
10.4.5.1 Recipe procedural element (Insert menu)
Overview
With this function, you insert recipe steps of the type recipe procedure element within a recipe.
This step element is a substitute object for the steps and step sequences stored within the
nested hierarchy level.
● Hierarchical recipe: RUP, ROP, RPH
● Flat recipe Substructure
Open or double-click
The window for editing the recipe steps or step sequences in the nested hierarchy level opens
for the selected object.
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Properties
The properties of the step elements and the underlying step sequence are identical. The data
in the "General", "Input material", "Output material", "Parameters" (process parameters) and
"Process tags" tabs can be edited.
● Hierarchical recipe:
The unit class and, if selected, a preferred unit for creating a batch are specified by inserting
them in the corresponding unit column.
● Flat recipe:
The unit class/unit can be assigned individually (and differently) for each recipe step on the
"General" tab.
Exiting the insertion function

The insertion function for the object is exited by clicking the selection arrow or a different
insertion object (menu or toolbar) or with ESC.
10.4.5.2 Recipe phase/operation (Insert menu)
Overview
This function inserts recipe steps of the recipe phase type (RPH). In the properties dialog in
the sequence window for the recipe unit procedure, you can link a step with a recipe phase of
the type EOP or EPH. In the sequence window for the recipe operation or a single level recipe,
you can link a step with a recipe phase of the type EPH.
Properties
Through insertion in the appropriate unit column of a hierarchical recipe, the unit class, (and
if preselected) a unit that is preferred for creating a batch is/are specified. The data in the
"General", "Input material", "Output material", "Parameters" (process parameters) and
"Process tags" tabs can be edited.
To link the recipe steps with the data of the basic control, the configuration data of the
corresponding process cell must be read in or updated with the BATCH object manager.
End the insert function

The insert function is closed for this object by clicking the selection arrow or a different object
to be inserted (menu or toolbar) or with ESC.
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10.4.5.3 Library reference (Insert menu)
Open
The window displaying the recipe step sequence that is stored in the library opens for the
selected object. To change the step chain in the library, you have to open it using Open library
object... (Recipe menu) (Page 1039).
Properties
The properties of the step elements and the subordinate sequential function block are identical.
By installing it in the corresponding unit column of a hierarchical recipe, the unit class and, if
selected, a preferred unit for creating a batch are specified. The data under the tabs "General",
"Input material", "Output material", "Parameters" (process parameters), "Process tags", can
be edited.

The insert function is closed for this object by clicking the selection arrow or a different object
10.4.5.4 Operator instruction (Insert menu)
Overview
This function inserts recipe steps of the operator instruction type. The operator instruction
allows instructions to be displayed to operators during the processing of a recipe. A distinction
is made between the following operator instructions:
● Instruction within an NOP step
– Without acknowledgment: The recipe is not stopped. Example: Please put on the
protective goggles!
– With acknowledgment: The recipe is stopped until an acknowledgment is entered.
Example: Please close valve V127.
● Instruction with input option (operator dialog) A recipe phase/operation is selected for the
function. Only the parameter set is applied. No function is started in the AS.
– Without acknowledgment, example: Entry of analysis process values.
– With acknowledgment, example "Manual dosing": The operator is instructed which
material to use and how much to add. The operator enters the process values of the
material added and confirms (acknowledges).
Without acknowledgment: Activation status "Activate and do not block batch" is selected.
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With acknowledgment: Activation status "Activate and block batch" is selected.
Note
Batches
Batches that include instructions without acknowledgement are processed as far as the
"Completed" status. The instruction is active only as long as the batch is running. If a more
restrictive response is required, use the option with acknowledgement.
Entered values (process values) can serve as setpoints for subsequent recipe functions/
operations. You can also pass default values or diagnostic values to subsequent recipe steps.
An process value entered by the operator is passed to a higher recipe level in this case. The
transfer value is queried in subsequent recipe step as the source. The process values can also
be evaluated in transitions, example: Is the sample good? yes/no. In this case parameters
must be assigned with acknowledgement.
Properties
Regardless of the unit, only those phases are available that were released for operator
instructions in the engineering system. It is advisable to configure special manual operations
with the engineering system that are available for all units.
The data in the "Instruction", "General", "Input materials", "Output materials", and "Parameters"
(process parameters) and tabs can be edited.
Depending on the phase selected in the "General" tab, it is possible for the operator to enter
parameter values (= instruction with input option). The parameter values set in the "Input
material", "Output material", "Parameters" (process parameter) tabs are then the setpoints for
the operator.
The system supports a maximum of fifty operator instructions active at the same time.

The insert function is ended for this object by clicking the selection arrow or a different object
See also
Parameter interconnections (Page 575)
10.4.5.5 Command step (Insert menu)
Overview
You can use this function to insert a command step into your master recipe in the BATCH
Recipe Editor.
A command step is used to pass a command (S88 command) in the recipe operation to one
or more target recipe elements (RPEs). It is also possible to specify the status that the target
object needs to have before it can receive the command. This status filter applies to the entire
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list of target recipe elements. A setpoint runtime you have determined for the equipment phase
can also be specified. This means that the equipment phase will end only when the setpoint
runtime has expired.
How it works
A command step can be inserted in your recipe at any position where a NOP object (No
Operation = placeholder, empty step) can be inserted.
When the command step starts, it sends the configured command to all the recipe steps that
have appropriate status as determined by the configured filter. The recipe step receiving the
command is documented in the batch data.
If a runtime is specified for the command step, the step remains in the RUNNING status for
this time. If no runtime was specified, the step ends immediately after sending the command.
If a command step transfers a command to the target recipe element, an operator message
is generated and displayed in the command list in the message system. In the Operator column,
instead of the logged-on user, the name of the command step is shown followed by the step
number. Example: Hold immediately_4:Transition Breakpoint set.
Restrictions
● The command step is processed sequentially and does not wait until the controlled recipe
steps have executed the transferred command.
Note
If it is important for the ongoing recipe operation that the target object first executes the
transferred command, a transition for querying the target object status needs to be inserted
after the command step.
● The system cannot fully prevent the recipe from stopping because no steps or too many
steps are active if a command step is used incorrectly.
● Note the following recipe constructions in which automatic execution may be disrupted:
– Due to the command step, not all objects in simultaneous branches are started.
– Due to the command step, an object is started before a synchronization that has already
finished.
– The command step completes all active recipe steps.
● The "Restart" command at a recipe element only takes effect when the target object has
the status "Aborted" or "Stopped".
Consistency check
When the command step starts or restarts, the BATCH Control server checks if a recipe step
is already running in the step sequence before and after the target steps. If this is true, the
start command is not performed and the command step goes to error status.
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Special system characteristics for monitoring

If you use the "Start" or "Restart" command in a command step at a recipe element that is
monitored, the monitoring is started as well.
Inserting a command step

To insert command steps in the diagram in the recipe editor, follow the steps below:
1. Select the menu command Insert > Command step or the corresponding icon of the toolbar.
2. Click on the required location in the open recipe until the mouse pointer shows the command
symbol to insert a command step.
3. Open the properties dialog of the command step. The command step is configured in the
"General" tab.
4. Select the desired targets from the command targets offered. In the tree view, navigate to
the desired recipe element and use the arrow key to move it in the list of command targets.
Alternatively, you can select the target object in the recipe editor and, keeping the left mouse
button pressed, drag it to the required command step object and then release the left mouse
button.
5. Select your command from the list of available commands.
6. If you only want to sent a command for a specific status, under "Filter" select the status that
the recipe phase must have during runtime for the corresponding command to be passed.
"General" tab command step properties (Page 855)
Example of a command step (Page 551)
10.4.5.6 Example of a command step
Introduction
In automatic mode, process conditions may require that one recipe object is influenced by
other recipe objects.
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Example recipe
We provide an example recipe to show you how to configure two command steps with the Stop
and Restart commands. The figure shows an example recipe after it has been configured in
the RE. The required functionality will now be added to this recipe.
Configuration in the RE
The following describes how to configure the command steps.
1. Edit transition 13. The transition contains a process condition intended to stop the "heating"
recipe phase for example.
2. Insert a command step after transition 13 in the simultaneous branch.
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3. Select the "Heating" recipe phase as the target object in the properties dialog and "Stop"
as the command.
4. Transition 6 contains the following status query. Has the "heating" recipe stopped? The
effect is that the follow-up command "Restart" is executed only when the target object shows
this status.
5. Insert a command step after transition 6 in the simultaneous branch.
6. Select the "Heating" recipe phase as the target object in the properties dialog and "Restart"
as the command.
7. Save your recipe and release it.
Result
A prompt is issued in transition 13 in process mode asking if the "heating" recipe phase is
running. Then the "heating" recipe phase is stopped with command step 3. The "heating" recipe
phase does not go immediately to "Stop"; it goes through its "stopping" transition state. A
prompt is issued in transition 6 asking if the "heating" recipe phase has stopped. If it has, the
"Restart" command is transferred by command step 4 to the "heating" recipe phase. This resets
the "heating" recipe phase and starts it again.
10.4.5.7 Simultaneous branch (Insert menu)
Overview
In the BATCH Recipe Editor, this function inserts an AND divergence. The steps and transitions
in the simultaneous branches are executed at the same time. Control is passed to the
successor transition or successor step only when the last steps and transitions of the
simultaneous branches have been executed or are satisfied.
With simultaneous branches, the branches are processed only when all branches can be
processed. This ensures, for example, that it is only possible to "heat" when the "agitator" is
active.
Note
If two equipment phases of the same unit are installed in one simultaneous branch and one
of the two equipment phases is in automatic mode and the other in manual, during processing,
the unit will be occupied by the equipment phase in automatic mode.
At this point, execution of the simultaneous branch stops. Even the equipment phase in the
automatic mode, that is occupying the unit is not processed.
Selection
Clicking the double line selects the entire simultaneous branch. If you click one of the lines
that join the double lines from within the simultaneous branch, you select a sequence.
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BATCH Recipe Editor
To select a simultaneous branch (Page 528)with a lasso, both double lines and a certain
amount of space to the right and left between the individual objects (structure elements) must
be included within the lasso frame.
Inserting
Proceed as follows to insert simultaneous branches in the diagram in the BATCH Recipe Editor:
1. Select the menu command Insert > Simultaneous branch or click the corresponding button
in the toolbar.
2. Click between two objects in the diagram.
Proceed as follows if you require a parallel procedure to an existing structure in the BATCH
Recipe Editor:
1. Select the menu command Insert > Simultaneous branch or click the corresponding button
in the toolbar.
2. Position the mouse pointer above the first object for which you require a simultaneous
branch.
3. Hold down the mouse button and drag the mouse pointer below the last object to be
enclosed in the simultaneous branch.
Notes
● While you drag the mouse pointer, a line is displayed that indicates which parts will be
included if you release the button at the present position.
● Depending on whether you release the button to the left or right of the vertical line, a new
simultaneous branch is added to the left or right.
● You can cancel this operation by returning the mouse pointer to the initial position or by
pressing the ESC key.
10.4.5.8 Synchronization (Insert menu)
Overview
With synchronization, you can coordinate the execution of recipe sequences in the units and
between the units (hierarchical recipe). Synchronization is also possible in the sequences of
the same simultaneous branch (hierarchical recipe, flat recipe).
At each synchronization point, you can decide whether or not the sequence is halted. If you
select blocking, the sequence waits until the other sequences involved have reached the
synchronization line or have already reached it (can already be advanced to the next step). If
blocking is not selected, the sequence does not wait for the other sequences. The fact that the
synchronization point was reached is still recorded.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Inserting
If you insert synchronizations between the units of a hierarchical recipe in the BATCH Recipe
Editor, follow these steps:
1. Select the Insert > Synchronization menu command or the corresponding button in the
toolbar.
2. Drag the mouse starting between two objects of the first recipe unit procedure (RUP) to a
point between two objects of the recipe unit procedure (RUP) you want to synchronize. If
there are other sequences between the RUPs, these are not included in the synchronization.
Expanding
1. Select the Insert > Synchronization menu command or the corresponding button in the
toolbar.
2. Beginning at a synchronization point (junction between the sequence line and
synchronization lines) drag the mouse pointer until it is located between two objects of the
recipe unit procedure (RUP) you want to add in to the synchronization.
Removing a synchronization point

You can select and delete individual synchronization points or the synchronization line.
Properties
You can assign a name to the synchronization and decide whether or not execution is to be
halted individually for each synchronization point.
Appearance of the synchronization point:

A synchronization point is displayed as a double line and the sequence line is interrupted if a
synchronization point is for the sequence branch and the Blocking property was selected.
A synchronization point is displayed as a single line if a synchronization point is for the
sequence branch and the "Blocking" property was not selected.
A synchronization point is displayed as a double line and the sequence line is not interrupted
if it is not a synchronization point for the sequence branch.
You recognize synchronization lines lying on top of one another by the points displayed at the
ends or by selection of the synchronization lines. You recognize objects not connected to the
synchronization line (RUPs) from their notch.
10.4.5.9 Monitoring (Insert menu)
Overview
Process events can be monitored as well as a defined area of a recipe (monitoring area).
Monitoring is an independent recipe structure, which you configure in the Recipe Editor.
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Operating principle
A transition condition at the start monitors process values, states and events. When the
transition condition is fulfilled, the monitoring runs concurrently. Monitoring is configured similar
to all recipe structures and can contain all the topological elements (loops, AND, OR,
synchronization lines, etc.).
Monitoring is started automatically as follows:
● With each entry into a monitoring area.
● With a jump to a monitoring area.
● With an automatic start of a step in the monitored area.
Monitoring is stopped automatically as follows:
● When the monitored area is exited with "Cancel" and "Reset". The status of the overall
monitoring then becomes "inactive".
● By a configured logic, which ends with a jump without a jump destination. The status of the
overall monitoring then becomes "completed".
Monitoring is restarted when the last transition in the monitoring is completed.
It is possible to monitor beyond synchronization lines. You can configure synchronization lines
on the top level of the monitoring. They are displayed using the light red and dark red
background color in the Recipe Editor.
The following restrictions apply to synchronization lines:
1. The nodes for a line are located in the direct sequences of the simultaneous branch.
2. If one of these sequences contains a monitoring object, rule 1 is applied to the content.
It is therefore still not possible to end synchronization lines between two recipe units and an
AND, although this poses no problem to the sequence.
Representation in the Recipe Editor

The monitored recipe area and the monitoring itself are shown with a color frame. The
monitored area has a light frame, the monitoring a dark one. The two areas are located parallel
to one another. Each monitoring contains a loop by default. The loop indicates that the
sequence is repeated at the end.
Double-clicking the selected "Monitoring" object opens the full recipe structure of a "Monitoring"
inserted in the Recipe Editor. In the other direction, double-clicking on the name of the
monitoring collapses the opened monitoring structure.
Limitations
● Monitoring does not automatically start actions in a monitored area.
● A manual operation to recipe objects within the monitored area starts or stops the
monitoring.
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● The system cannot prevent the recipe execution from stopping because no steps or too
many steps are active if the parameter assignment and configuration are poorly performed
in the monitoring itself.
● The system prevents inserting monitoring within monitoring.
Inserting monitoring
Proceed as follows to insert monitoring in the diagram of the BATCH Recipe Editor:
1. Select the Insert > Monitoring menu command or the corresponding button in the toolbar.
2. Click between two individual objects (structure elements) to insert a monitoring with a
transition and placeholder step.
3. Double-click on the "Monitoring" title in the monitoring with the "Selection" setting. The
default structure of the monitoring opens. The default structure contains a loop. The left
transition is the monitoring condition and the right one is the repeat condition.
Example of monitoring (Page 557)
10.4.5.10 Example of monitoring
Introduction
In automatic mode, it may be necessary to monitor a running recipe phase and end it
automatically when certain conditions occur. We show you how to configure simple monitoring
in the RE in the following example.
Theoretical basis
The following logic should be configured in a master recipe in the RE:
● A running recipe phase, "filling" in this case, should be monitored.
● The recipe phase should be aborted in the monitoring (concurrent condition).
● An operator instruction should provide information about the aborted recipe phase, and
then be acknowledged or applied.
● The monitoring should then end.
The corresponding master recipe appears below.
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BATCH Recipe Editor
Figure 10-9 Monitoring
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BATCH Recipe Editor
Configuration in the RE
1. Open the released master recipe in the RE for editing.
2. Open an ROP, "Exception Test" in this case.
3. Insert the "Monitoring" recipe object into your recipe. Use the Insert > Monitoring menu
command or the corresponding icon of the "Insert" toolbar. Then click on the connecting
line between the start and end steps.
4. Double-click on the "Monitoring" title in the monitoring with the "Selection" setting. The
default structure of the monitoring opens. The default structure contains a loop. The left
transition is the monitoring condition and the right one is the repeat condition. All
subsequent recipe objects are inserted on the left connecting line after the monitoring
condition.
5. Insert a recipe phase in the monitored area (light red frame) and select the "filling (EPH)"
function in the properties dialog of the recipe phase.
6. Insert a command step in your monitoring (red frame).
7. Insert an operator instruction into your monitoring.
8. Insert a jump into your monitoring.
9. Insert a recipe phase into your monitoring.
Interim result
You have now inserted all the required recipe elements into your example recipe. Now
configure the inserted recipe objects.
Configuration of the recipe objects

1. Configure the start condition T 2 for the monitoring, Transition 2. Operand 1 is the RPE
status and Operand 2 is a constant. Select the recipe element "filling_1" and leave the
"Status" attribute as is. Select the "running" value for Operand 2 and close all dialogs.
2. Configure command step 3 in the monitoring. The command step should be used to abort
the "filling" recipe phase. Select the "filling_1" recipe phase and move it to the right window.
Select "Cancel" under the commands. Close the dialog.
3. Configure Transition 4. The transition should include a prompt asking if the "filling_1" recipe
phase is to be aborted. Operand 1 is the RPE status and Operand 2 is a constant. Select
the recipe element "filling_1" in the monitoring and leave the "Status" attribute as is. Select
the "aborted" value for Operand 2 and close all dialogs.
4. Configure the operator instruction in the "Instruction" tab of the properties dialog. The entry
in the "Order" box may read as follows. "Check recipe element "filling_1". Close the dialog.
5. Configure Transition 9. The monitoring should now be completed. For this to happen,
Transition 9 can never be fulfilled. Operand 1 is the RPE status and Operand 2 is a constant.
Select the recipe element "filling_1" and leave the "Status" attribute as is. Select the
"running" value for Operand 2 and close all dialogs.
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BATCH Recipe Editor
6. Configure the transition of the jump. This should end the monitoring. Operand 1 is the RPE
status and Operand 2 is a constant. Select the recipe element "filling_1" and leave the
"Status" attribute as is. Select the "completed" value for Operand 2 and close all dialogs.
7. Enter 2 seconds, for example, as the run time in the properties dialog.
Final result
You have now configured all the recipe elements and transitions in your example recipe.
Release the recipe and use it in a batch in process mode.
10.4.5.11 Transition (Insert menu)
Overview
You use this function to insert a transition into your master recipe.
In the recipe window with the units, the recipe operations can be executed without a transition.
You can, however, also insert several transitions between steps and synchronization points.
In the step sequence window for the recipe operation, when you insert a transition, you also
insert a step so that there is always a step between two transitions. Depending on the point at
which you insert the transition, the order of the step and transition may be reversed.
Properties
Data on the "General" and "Condition" tabs can be edited. To form the transition conditions,
the process tags defined in the corresponding recipe level (parameters from the properties of
an ROP or RUP), constants, and all the values acquired with the TAG_COLL block can be
used.
Text strings with more than 32 characters within a transition query are not supported.
10.4.5.12 Alternative branch (Insert menu
Overview
In the BATCH Recipe Editor, this function inserts an OR divergence.
An alternative branch consists of at least two vertically arranged sequences joined at top and
bottom by a single horizontal line. Each alternative branch begins with a transition whose
results determine which branch is executed. The transitions should be created so that the
results select only one path.
Selection
If you click one of the two horizontal lines, you select the entire alternative branch. If you click
one of the lines that join the horizontal lines, a sequence is selected.
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BATCH Recipe Editor
To select a simultaneous branch with a lasso, both double lines and a certain amount of space
to the right and left between the individual objects (structure elements (Page 524)) must be
included within the lasso frame.
Inserting
Proceed as follows to insert alternative branches in the diagram in the BATCH Recipe Editor:
1. Select the menu command Insert > Alternative branch or click the corresponding symbol
in the toolbar.
2. Click between two objects in the diagram.
If you require an alternative procedure to an existing structure in the BATCH Recipe Editor,
Follow these steps:
1. Select the menu command Insert > Alternative branch or click the corresponding symbol
in the toolbar.
2. Position the mouse pointer above the first object for which you require an alternative branch.
3. Hold down the mouse button and drag the mouse pointer below the last object to be included
in the alternative branch.
Notes:
● Depending on whether you release the button to the left or right of the vertical line, a new
alternative branch is added to the left or right.
10.4.5.13 Loop (Insert menu)
Overview
With this function, you can insert a loop (Page 529) in the BATCH Recipe Editor. In the return
path, a transition is inserted first. In the straight sequence, there must also be a transition
following the loop. In these transitions, you must define conditions that clearly specify the
sequence.
Insert
Follow these steps to insert loops in the diagram in the BATCH Recipe Editor:
1. Select the menu item Insert > Loop or click the corresponding button in the toolbar.
2. Click between two individual objects (structure elements) to insert a loop with a step
placeholder and a transition in the return path. By selecting the required recipe element
and clicking on the placeholder, this is replaced by the desired function.
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BATCH Recipe Editor
Follow the steps below if you want to repeat the processing an existing sequence of objects
with a loop in the BATCH Recipe Editor:
1. Select the menu item Insert > Loop or click the corresponding button in the toolbar.
2. Press the left mouse button with the pointer located in the gap after the last object to be
included in the loop.
3. Hold down the button and drag the mouse pointer upwards until all the required objects are
included and then release the mouse button.
Remove
Select the entire loop and press the delete key to delete the content. If you only select the
transition in the return path, the loop body remains after deleting.
Notes
Selecting
You can select a loop (Page 529) as follows:
● by clicking on one of the horizontal lines at the top or bottom,
● by clicking on the return path line,
● by clicking on one of the lines of the sequence in the body of the loop, or
● by opening a lasso while holding down the left mouse button that includes the entire body
of the loop as well as the transition in the return path.
10.4.5.14 Jump (Insert menu)
Overview
A jump is a recipe transition with or without a jump destination.
You use this function to insert a jump into your recipe structure. With a recipe jump, the
sequential processing within a recipe level (RUP) is interrupted and resumed at a configured
jump destination. The currently running RUP/ROP ends at a location where the jump without
jump destination is configured. The recipe jump is only executed if the configured step enabling
condition (transition) is fulfilled.
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BATCH Recipe Editor
Limitations
Prevented jump destinations when configuring in the Recipe Editor:
● A jump can only be performed within a recipe level (RUP/ROP).
● It is not possible to jump into or out of a simultaneous recipe branch.
● Jumps beyond synchronization lines.
Project setting to allow jump destinations beyond synchronization lines

A selection box for permitting unsafe jump destinations is available in the project settings dialog
under Options > Settings > Project Settings in the BatchCC, "General" tab. This selection box
is cleared in the default project settings. When it is enabled, unsafe jumps are permitted beyond
synchronization lines. These jumps make the recipe execution unsafe. Steps may be started
twice or recipes may stop.
Note
Pay attention to the following when using jump destinations beyond synchronization lines:
● Recipe elements in other recipe unit procedures are not started.
● Recipe unit procedures not yet active remain inactive.
Special system characteristics for monitoring

If you use a jump to jump to a monitored area, the monitoring is started. If you jump out of a
monitored area, the monitoring is ended.
Inserting
On inserting, the Recipe Editor automatically forces an alternative branch with a jump without
a jump destination.
Proceed as follows to insert jumps in the diagram in the BATCH Recipe Editor:
1. Select the Insert > Jump menu command or the corresponding button in the toolbar.
2. Click the required location in the opened recipe until the mouse pointer shows the jump
symbol to insert a jump.
3. You configure the transition of the jump on the "Condition" tab of the properties dialog and
then in the Transition Wizard. You configure the jump destination on the "General" tab of
the properties dialog. Alternatively, you can also select the jump object in the Recipe Editor
and, keeping the left mouse button pressed, drag it onto the required jump destination
object. Then release the left mouse button.
Example of a recipe jump (Page 564)
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10.4.5.15 Example of a recipe jump
Introduction
The following example shows you the purpose of a recipe jump; it shows you how to configure
it in the Recipe Editor and how it reacts in process mode. The example is intended to
demonstrate how to use and apply the "Jump" recipe object to meet your purposes in recipes.
Theoretical basis
The following master recipe (initial recipe) is expanded by logic that works with four different
jump mechanisms. In this example, a simple condition is used to execute the jump.
All operands listed in the Transition Wizard are generally available to you for a transition.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Figure 10-10 Initial recipe
Logic implemented by the "Jump" recipe element

The recipe shown above contains no jumps and is executed sequentially or from left to right.
The purpose of inserting jumps in the "Jump Test" ROP is to implement a recipe for heating
the mash vessel based on 4 parameters (JumpTest1 to 4) using the following logic:
1. If the "JumpTest1" parameter is true, then the recipe should continue to run without delay.
2. If the "JumpTest2" parameter is true, then the recipe should skip the subsequent "filling"
and "heating" recipe steps and immediately continue with the "agitating" recipe step.
SIMATIC BATCH V9.0

BATCH Recipe Editor
3. If the "JumpTest3" parameter is true, then the recipe should return to the first wait step.
This creates a loop of sort.
4. If the "JumpTest4 parameter is true, then the ROP should end immediately.
Requirement for the configuration

You have configured and opened a new master recipe in the Recipe Editor similar to the one
shown above.
Configuration in the Recipe Editor

1. Double-click on the "Jump Test" ROP.
2. Open the "Parameter" tab.
3. Define the following four parameters:
– Name: JumpTest1, data type: Boolean
4. Confirm your entries with "OK".
5. Click on the menu command Insert > Jump or on the corresponding recipe object in the
toolbar.
6. Click after the second wait step and before the transition to the vertical connecting line.
This inserts the first jump.
7. Repeat step 2 twice.
Configuration of the first transition conditions

Now configure Transition 5 to match the logic shown above.
1. Double-click on Transition 5, specify a new condition and click "Change".
2. In the Transition Wizard, select "Parameter from the next highest recipe level" for Operand
1 and "Constant" for Operand 2. Then click "Next".
3. Select the "JumpTest1,PP" parameter and click "Next".
4. Leave the "=" operator shown as is and click "Next".
5. Select the "True" target value and click "Next". Then click "Finish".
6. Close the properties dialog with "OK".
This completes the configuration of the first transition condition.
Configuration of the other transition conditions

Now configure transitions 2, 9 and 10 to match the logic shown above. Carry out steps 1 to 6
described above using the three remaining parameters.
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BATCH Recipe Editor
You have now configured all transitions with jump destinations in the master recipe. Save your
recipe.
Recipe following configuration in the Recipe Editor

Your master recipe appears as follows after configuration.
Figure 10-11 Final recipe for release
SIMATIC BATCH V9.0

BATCH Recipe Editor
Testing recipes in process mode

Proceed as follows to test the reaction of the expanded master recipe in process mode:
1. Release your master recipe in the BATCH Control Center (release for testing and
production).
2. Create a new batch in the BatchCC with the master recipe configured above.
3. Release the batch.
4. Start the batch.
5. The master recipe used in the batch waits for your action at the four transitions.
6. Click on the "Jump Test" ROP and select the "Object properties" command in the shortcut
menu.
7. Switch to the "Parameters" tab and click "Change".
8. Depending on your test scenario, select the value "true" for one of the four "JumpTestX"
parameters and then click "OK".
SIMATIC BATCH V9.0

BATCH Recipe Editor
Result for the second condition

The batch execution for the second condition is illustrated below as a result.
Figure 10-12 Batch execution in process mode
SIMATIC BATCH V9.0

BATCH Recipe Editor
10.4.5.16 Configuring synchronization lines

Three examples are offered below to show and explain the semantics and the handling of
synchronization lines.
Example 1
Synchronization line 0 runs through two RUPs, RUP_1 and RUP_2. When all ROPs before
the synchronization line are completed, in this case ROP_A and ROP_B, the subsequent ROPs
are started, in this case ROP_C and ROP_D.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Example 2
ROP_D must wait for ROP_A and ROP_B in this recipe structure. ROP_C, in contrast, starts
immediately when ROP_A is completed.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Example 3
The synchronization occurs between RUP_1 and RUP_3. RUP_2 is not involved.
10.4.5.17 Working with substructures

By clicking on the icon or Selecting with a lasso, you can select a substructure. To change to
the substructure, double-click on the icon of the substructure. A new window opens showing
the content of the substructure.
Note
Substructures are only created in flat recipes.
Substructures have the same functional options as recipe operations in hierarchical recipes.
Insert
Proceed as follows to insert substructures in the BATCH Recipe Editor:
1. Select the menu command Insert > Recipe procedural element or click the corresponding
button in the toolbar.
2. Click between two individual objects (structure elements) or on a substructure placeholder.
Removing
Select the substructure box and press the delete key to delete the content.
SIMATIC BATCH V9.0

BATCH Recipe Editor
If you do not want to delete the content of the substructure, select the menu command Edit >
Resolve substructure. The content of the substructure is then embedded in the diagram instead
of the substructure box.
Nesting depth
A substructure itself can contain other substructures. When the maximum nesting depth is
reached, the insertion of substructures is rejected and the following error message is displayed:
Maximum nesting depth reached. Solution: Break up substructures or arrange nested
simultaneous and alternative branches.
Resolve substructure (Page 1046)
10.4.5.18 Adding comments to structure elements
Procedure
With the menu command Edit > Text, you open a dialog box in the BATCH Recipe Editor in
which you can enter a comment for the object (structure element) selected in the recipe.
Note
The text of the comment is displayed beside the objects if you activate the object comments
with the menu command View
10.4.5.19 Filtering library references

If a library reference is inserted within a recipe, all library operations / library substructures of
the same unit class are offered for selection. There are no unit classes if the unit is allocation
through conditions. All library operations and library substructures are thus offered for
selection.
If you want to restrict the selection of library references to allowed unit classes, you should
work on the basis of unit classes and thereby filter the selection.
Library operations with identical unit classes are offered for selection for nested recipes.
Requirement
Before you can work with a unit class basis, you need to deactivate the "Unit selection
according to conditions" check box in the "General" tab of the "Project settings" dialog. This
setting then applies to newly created library operations or library substructures and recipes.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Procedure
1. Create a new library operation / library substructure in the Batch Control Center.
2. Open the "Properties" dialog of the library operation or library substructure and open the
"Allocations" tab.
3. Click on the "Edit" button and open the "Candidates" tab.
4. Activate only the desired unit class and close all dialogs.
Result
The selection for library references in a recipe is limited to the unit class by the filter criterion.
10.4.6 Setting recipe properties
10.4.6.1 Passing formula parameters in the recipe
Forwarding the formula parameters in the recipe

The same formula parameter can be used more than once in different recipe steps of various
types. A formula parameter can also be used at the same time in transition conditions.
The schematic below shows the possible use of a formula parameter.
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SIMATIC BATCH V9.0

BATCH Recipe Editor
10.4.6.2 Parameter interconnections
Overview
Parameter values (setpoint and process value) can be passed between the structure elements
of the recipe hierarchy in both directions while the recipe is executing. When setting the
properties of the recipes (Page 592) and the individual recipe steps, you can enter the relevant
specifications for each input material/output material and process parameter for:
● Source
● Data target
Note
Text length for STRING data type
Since SIMATIC BATCH V6.1, the number of characters that can be edited in "STRING"
data type parameters in recipes has been changed from 16 to 254.
As the configuring engineer, you can increase the number of characters of string setpoints
within an SFC type via parameter assignment (Characteristics > Setpoints). The
"IEPAR_STR"-type block can only process setpoints with a maximum of 16 characters.
However, it is not possible to increase the number of characters here.
If, when a batch is processed, a greater number of characters is written than the block in
the AS (SFC-type or IEPAR_STR) can process, the setpoint is automatically shortened to
the maximum possible length.
Reference to data source

A source (setpoints) from the next higher level can be assigned for the recipe objects RUP,
ROP, RPH, and SUB.
Example: An input material in the RUP can be the source for an input material in a ROP. The
name of the input material is referenced.
Data source = recipe procedure (RP)
Note
Only parameters of the recipe steps and transitions that reference the level of the recipe
procedure as the data source ("passed up" recipe header parameters) can be used as formula
parameters for batch planning.
Reference to data target

For the RUP, ROP, RPH, and SUB recipe objects, the received process values can be passed
on to the next higher level.
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BATCH Recipe Editor
Example: A process value in the ROP can have a parameter in a RUP as its target. This means
it is also possible to use the actual value of a step as the setpoint of a subsequent step. The
name of the parameter is referenced.
Note
Parameters that have a reference to a data source are not used as target parameters.
Example of a hierarchical recipe
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10.4.6.3 Setting the properties of the recipe header parameters

In the properties of the recipe header (recipe header parameter), configure the Properties of
the recipes (Page 592). The material and production data and the process parameters contain
all the parameters passed up for operator instructions (formula) from those in the recipe
procedure elements (RUPs, ROPs and RPHs) lower in the hierarchy. Additional parameters
can be added to these.
Open tab dialog box

There are two ways in which you can open the "Properties of <Recipe name>" tab:
● In the BATCH Control Center
● In the BATCH recipe editor. Described below.
SIMATIC BATCH V9.0

BATCH Recipe Editor

1. Open the recipe.
2. Select the menu item Recipe > Header parameters.
Result: The "Properties of the <recipe name>" dialog is displayed with the header
parameters. In the dialog tabs, all the Properties of the recipe are available, which must/
can be specified for a recipe in addition to the recipe structure. This is the same properties
dialog that you can select with the Edit > Properties menu command in BatchCC.
Some of the properties (parameters) already have a fixed value due to the detailed
configuration of the individual recipe elements (RUPs, ROP, EPHs, transitions) following
the basic control. You can recognize parameters or settings that can still be modified by
the white editing fields.

You enter the properties of the recipes in the following tab. Click the "Help" button for context-
sensitive help on each individual input or output box in the tab.
Reference to formula category

With the "Category" input box in the "General" tab, you assign the formula category with the
required structure for material and production data (formula) to the master recipe. This is only
possible when the formula category has already been created in BatchCC. You can set this
option in BatchCC later.
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BATCH Recipe Editor
See also section: Relationship between header parameters, formula category and formula
(Page 311)
Operator actions relating to recipes can be signed. You configure electronic signatures in the
"ESIG" tab.
10.4.6.4 Setting the properties of steps
Properties of the steps

In the object properties of the recipe procedure elements (RUP, ROP, NOP, RPH, SUB) you
define the material and production data (formula) and the parameters for each individual
element. The parameters for input materials, output materials and process parameters for the
recipe phases in the sequences are specified by assigning the recipe phase (of the type EOP,
EPH). Additional parameters can be added to these.

1. Open the master recipe.
2. Select a recipe procedure element.
3. Select the "Properties" command in the shortcut menu.
The "Properties of <stepname>" dialog opens.
The tabs contain all the properties that can or must be specified for the relevant recipe
procedure element.
SIMATIC BATCH V9.0

BATCH Recipe Editor

You enter the properties of the step in the following tab. Click the "Help" button for context-
sensitive help on each individual input or output box in the tab.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Passing parameters
Using the "Source" and "Target" table columns, you can interconnect the parameters of
different hierarchical levels in both directions (mouse click on the button beside the parameter):
● For the RUP, ROP and RPH recipe objects, you can select a source from the next higher
level. Example: A parameter in the recipe procedure can be the source for a parameter in
an RUP.
Note
Parameters of the recipe steps that reference the level of the recipe procedure as the source
("passed up" recipe header parameters) can be used as formula parameters for batch
planning.
● For the RUP, ROP, RPH, and SUB recipe objects, the received process values can be
passed on to the next higher levels. Example: A process value in the RUP can have a
parameter in a recipe procedure as its target. This means it is also possible to use the actual
value of a step as the setpoint of a subsequent step.
Note
Parameters can only be passed when the parameter types and units of measure match.
Parameters that have a reference to the data source cannot be used as target parameters.
Properties of library references
Note
In the properties dialog of a library reference, most properties of the library operation are
displayed and cannot be modified. To modify the properties, you must open the library
operation explicitly in the BATCH Recipe Editor.
Scaling with minimum and maximum limit

The physical limits of the process cell instance is displayed as limit values. If the setpoint value
is adjusted, the possible minimum and maximum setpoint values are also displayed in the tool
tip.
If you remain within these limits (tooltip), the permissible quantities of a Batch between the
"minimum quantity of a Batch" and the "maximum quantity of a Batch" is ensured.
Setpoints outside the limits specified in the tooltip are also possible. In the event of this,
warnings are issued during the validation and the quantity of a batch is limited.
Low limit
This displays the minimum value of the parameter that would be of practical value as the
setpoint. If a discrete parameter type or text parameter is set for this parameter (in other words
not "floating point" type!), there is no minimum limit since only permitted entries are displayed
as the value. If scaling is selected, the value depends on the reference scale and the minimum
limit of the actual amount from the recipe header.
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BATCH Recipe Editor
The minimum limit is calculated so that the parameter value cannot fall below the low limits of
the block following scaling.
Value
Here, you can enter the set point. A default value is displayed that is taken from the data of
the basic control. The value entered must be between the high and low limits.
There are several possible reasons for a violation of the limits:
● The limits in the process cell data are too narrow.
● The selected scaling is too extreme.
● The limits for the batch quantity in the recipe header are too far away from the reference
quantity.
High limit
This displays the maximum value of the parameter that would be of practical value as the
setpoint. If a discrete parameter type or text parameter is set for this parameter (in other words
not "floating point" or "integer" type!), there is no high limit since only permitted entries are
displayed as the value. If scaling is selected, the value depends on the reference scale and
the high limit of the actual amount from the recipe header.
The high limit is calculated in such a way that the parameter value cannot exceed the high
limits of the block following scaling.
If the high limit is below the low limit so that no possibility exists to enter a correct value, this
is caused by the high and low limits in the header parameters being too far apart or the use of
a scaling that would push the value beyond the limits.
Operator actions relating to recipe steps can be signed. You configure electronic signatures
in the "ESIG" tab.
Additional information can be found in the following section: Specifying electronic signatures
(Page 389)
See also
Passing formula parameters in the recipe (Page 574)
10.4.6.5 Specifying recipe limits
Definition of terms
Recipe limits relate to the product to be processed. They form additional limits to those for
equipment modules from basic engineering. Recipe limits are configured in master recipes in
the BATCH Recipe Editor for a recipe phase in the "Properties" dialog. If you have selected
"Yes" for the "Allow online setpoint change" project setting in the "Batches" folder, recipe limits
can be modified during batch operation. The new recipe limits are displayed in the BATCH
Recipe Editor, in BatchCC, and in the BATCH OS controls.
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BATCH Recipe Editor
Equipment limits = Parameter limits for equipment modules. Basic engineering

Recipe limits = Parameter limits for different products. Recipe engineering
Checking the recipe limits

The inputs for parameter limits are checked during recipe creation as well as before batch
release. In so doing, the writing of setpoints is always checked against the recipe limits. Target
and cross-interconnections are also setpoint changes that are checked. When the recipe is
created, each limit violation within the validation is output as a warning. During batch operation,
messages are displayed in the "Extended batch information" window in BatchCC.
The recipe limits and the associated setpoints are changed during quantity adaptation (linear
or quadratic).
Additional information: Scaling functions (Page 594)
Interaction between equipment and recipe limits

Recipe limits are optional and are not required in a master recipe or for a batch. If you specify
only the high recipe limit for a setpoint, the low limit obtains its value from the equipment
module. If you do not specify any recipe limits, the limits of the equipment modules apply.
Input and representation of recipe limits

You enter recipe limits for recipe phases, operator instructions, and parameter steps. The limits
are displayed in the "Parameters", "Input material", and "Output material" tabs of the
"Properties" dialog of a recipe phase, container (RUP, ROP, SUB), and formula. For active
batches, the recipe limits can be changed exclusively via OSC (online structure changes) on
batches released for testing with appropriate OSC user permission.
Recipe limits cannot be viewed or changed on faceplates.
Representation in reports
The batch report contains no limits. Both equipment and recipe limits are displayed in the
master recipe report.
Use scenario
A "Reactor" unit contains the "Heater" equipment phase, among other things. The heater has
a range from 20 °C to 100 °C. These temperature values form the low and high equipment
limits that a setpoint/initial value must be within. During production of a specific product on this
equipment, however, there are product-specific limits for the heater that must be complied
with. In case of non-compliance, the product will be faulty. In this situation, you use the new
additional recipe limits for the recipe creation in the BATCH Recipe Editor. This further limits
the setpoint/initial value within the engineering limits so that the optimum product quality is
achieved. If you now specify a setpoint/initial value that is outside the recipe limits, you will be
notified of a limit violation. A valid setpoint/initial value must be entered to continue work.
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BATCH Recipe Editor
10.4.6.6 Setting a recipe phase for "Continuous operation"

During creation of a recipe, a flag can be set for a recipe phase that is not self-completing so
that this recipe phase (equipment phase) is not completed.
● This is necessary when an equipment phase (for example, agitating) is required to continue
after recipe operations.
● A second application is the setting of different parameters for the equipment phase without
having to turn it off and on again (for example during a flying control strategy change).

Result: The "Properties of <step name>" dialog opens.
4. Select the "Continue" check box.
10.4.6.7 Setting the control strategy of a recipe phase

Recipe phases can be implemented with various control strategies (set of setpoints) that can
be used in the manual mode or in the automatic mode (recipe mode). The control strategies
are configured along with their parameters in the engineering system. In the recipe editor, the
control strategies defined in this way are available in plain language under the name of the
control strategy. During parameter assignment, only the parameters belonging to the selected
control strategy are displayed.

3. Select the command "Properties" in the context menu.
Result: The"Properties of <batch name>" tab dialog box will be displayed.
4. Select the required control strategy of the recipe step in the "Control strategies" field.
Result: In the tabs "Input material", "Output material" and "Parameters", only the parameter
values belonging to the selected control strategy and thus the valid parameter for this recipe
step are displayed.
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BATCH Recipe Editor
10.4.6.8 Allowing online modification of setpoints
Specifying the ability to make online changes for recipe phases, operator dialog, recipe operations, and
recipe unit procedures
The ability to make online changes to parameter values is specified in the properties dialogs
for recipe phases, operator dialogs, recipe operations, and recipe unit procedures. You open
the properties dialog by selecting a recipe element and clicking the "Properties" command in
the associated shortcut menu. You specify the ability to make online changes in the "Input
materials", "Output material" and "Process parameters" tabs using the "Modifiable" and
"Effective immediately" columns.
Note
The default values for online changes in the properties dialogs are set project-wide via the
computer settings in the Recipe Editor (Options > Settings > Computer settings) in the
"Batches" folder. These are the "Allow online setpoint change" and "Transfer setpoint changes
to active step" settings.
During batch control, the parameter input fields for changing the parameter value are editable.
Modifications in transitions
For transitions, process parameters updated at runtime can also be used for the evaluation of
transitions. You can specify that the modification should take immediate effect in the properties
dialog of the transition. Using the "Effective immediately" column for operands 1 and 2, you
can specify that the value of the process parameter will take effect immediately when changed.
10.4.6.9 Setting the properties for transitions
Properties of transitions
In the properties of the transitions, you configure the step enabling conditions. The step
enabling conditions are specified as "Boolean expressions". A single condition always consist
of two operands (1st operand = tag 2nd operand = variable or number) that are logically linked
by a relational operator.
Event parameters which are not calculated in a equation must not be located on the same
recipe level.
Otherwise, this could result in these parameters no longer being updated properly here if they
are referenced as source in a recipe phase. Therefore, only use parameters referenced as
target from a higher recipe level for the result parameter.

1. Open the recipe.
2. Select a transition.
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BATCH Recipe Editor
3. Select the command "Properties" in the shortcut menu.

Result: The "Properties of <transition name>" tab is displayed. Configure the step enabling
conditions in the "Condition" tab.
4. Make the desired settings:
– You can insert additional step enabling conditions with the "New" button.
– You can change an existing step enabling condition may marking it and pressing the
"Change" button.
5. Change the logic operation of the individual conditions as required:
– Right click on a logic gate. A selection of Boolean logic operators appears. Select the
suitable logic operation.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Entering properties
You enter the properties of the transitions in the following tab. The dialog for configuring a
condition appears by clicking the "New" or "Change" button. This is where you can specify the
type of operand (Parameter from the next highest recipe level, Process tag, RPE status,
Constant or Equation) of a condition. Use the "Help" button to get context-sensitive instructions
for each specific input/output field on the tab.
Note
When using a process tag in conjunction with an SFC type, the process value on the SFC type
is read.
Unit wide parameter selection

Here you can select the parameters from basic control (Parameter from the next highest recipe
level) regardless of the units. When the batch is made, the required unit is selected along with
the parameters specific to the unit.
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BATCH Recipe Editor
Operator actions relating to transitions can be signed. You configure electronic signatures in
the "ESIG" tab.
10.4.6.10 Configuring expanded status in transitions
Introduction
This example describes the configuration of a transition, in which an "extended status" of a
recipe element is queried in a condition. You can use such a recipe design to automatically
react to the status of certain recipe elements.
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BATCH Recipe Editor
Example recipe
This shows how an error in the first recipe phase, "heating", is detected and the reaction to it.
In the graphic, a sample recipe is expanded by the required functionality.
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BATCH Recipe Editor
Configuration of the transition conditions

The following describes how to configure transition conditions 14 and 25.
1. Open a master recipe released for editing in the Recipe Editor.
2. Double-click on Transition 14 in the simultaneous branch. Click "New" on the "Condition"
tab. Then click "Change".
3. In the Transition Wizard, select "RPE Status" for "Operand 1" and "Constant" for "Operand
2". Then click "Next".
4. Open the full structure of your recipe in the "Recipe element" navigation window and select
"AddWater_6", select the "Ext. Status" attribute and click "Next".
5. Click "Next".
6. Select the expanded status with the "Error" value from the list, click "Next" and then "Finish".
7. Close the properties dialog of the transition.
8. Double-click on Transition 25 in the simultaneous branch. Click "New" on the "Condition"
tab. Then click "Change".
9. In the Transition Wizard, select "RPE Status" for "Operand 1" and "Constant" for "Operand
2". Then click "Next".
10.Open the full structure of your recipe in the "Recipe element" navigation window and select
"AddWater_6", select the "Status" attribute and click "Next".
11.Click "Next".
12.Select the status with the "Completed" value from the list, click "Next" and then "Finish".
13.Close the properties dialog of the transition.
14.Save your master recipe and release it.
Result
You can observe the following reaction in process mode. In Transition 27 of the simultaneous
branch, there is a query asking if the "AddWater_6" recipe phase is in the error state. If it is,
an operator instruction is issued reporting the event, for example, and needs to be
acknowledged. If the "AddWater_6" recipe phase is not in the error state, automatic mode is
resumed with Transition 14 in the query as to whether or not the "AddWater_6" recipe phase
has completed.
10.4.6.11 Information on the ROP monitoring time
Setting the batch runtime

To achieve better planning of batches, you can change the runtime for recipe operations that
has been calculated by the system and overwrite it if necessary. The monitoring time is set by
you and generates a system message, if the current ROP runtime is exceeded.
SIMATIC BATCH V9.0

BATCH Recipe Editor
Offline and online configuration

Offline configuration in the Recipe Editor
New text boxes have been added to the "ROP properties" dialog in the "General" tab:
● "Runtime" in seconds text box
● "Monitoring time" in seconds text box
● "Scaling of the runtime" selection box
● "Overwrite runtime" check box.
The "Runtime" text box usually shows the runtime calculated by the system. You can specify
your own runtime if you have previously selected the "Overwrite runtime" check box.
Online display in WinCC process picture using smart objects (controls) from the object palette
in WinCC Graphics Designer.
The expired runtime is shown in both the BATCH Control Center as a tooltip at the
corresponding recipe operation and in WinCC Runtime in a process picture with the
corresponding control.
While the ROP is running, the expired runtime is displayed as the current time minus the start
time. When the ROP is finished, the expired time is shown as the end time minus the start
time.
The time count begins when the ROP is in the "STARTING" status and ends when the ROP
has the "COMPLETED", "ABORTED" or "STOPPED" status. The time count is performed
when the ROP is in the "HELD" status.
The "Runtime", "Monitoring time" and "Runtime scaling" attributes cannot be changed online.
Only the "Runtime" attribute at the command and NOP block can be changed.
Online monitoring
You can monitor the runtime of a ROP by entering a monitoring runtime greater than 0. If the
expired runtime is greater than the monitoring time, the expanded status "Time expired" is set.
The expanded status (EXSTATE) is shown as a clock symbol on the ROP object in the BATCH
Control Center.
The BCS continues to generate WinCC message number 2021221 with the following standard
properties:
Class 5 OS control message

TYPE 80 Batch error
Text Recipe operation step runtime error
The WinCC message also contains the batch name, batch ID and step number. You cannot
disable the generation of messages, but you can edit and adapt the message properties.
Unit_PLC block interface

Output – BOOL - "QErrContMonTime": This output is set to true if at least one active recipe
structure has reached the configured monitoring time point.
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BATCH Recipe Editor
10.4.6.12 Selecting types of locations for transfer parameters
Recipe editor
You can now select types of locations from all the available locations (local and remote) in the
recipe editor for transfer parameters (source, destination and via), from those created by
default or those from user-defined allocations.
Difference between standard and user-defined allocation

The difference in the allocations is that reference can only made to available and unavailable
units in the local Process Cell in the standard allocations, whereas reference can also be made
to unavailable units of remote Process Cells in the user-defined allocations.
Allocation strategy
Depending on the allocation strategy, all standard allocations are always offered for the transfer
parameters, whereas user-defined allocations are only offered with the "Preferred unit" and
"Process parameters" allocation strategies. The "The longest out of use" (late binding) and
"Operator dialog" allocation strategies are not offered, since the actual location and therefore
the unit must be specified for the transfer parameter at the time the batch is released.
Importing remote Process Cells (Page 239)
Preparing ES data for SIMATIC BATCH (Page 240)
10.4.6.13 Specifying the properties of the library objects
Properties of steps and transitions

The properties of the steps and transitions within the library objects are entered in the relevant
properties dialogs in the same way as with master recipes:
● Setting the properties of steps (Page 578)
● Set the properties for transitions (Page 584)
Properties of the recipe header parameters

The header parameters of the library operation in hierarchical recipes differ from those of
master recipes only in the following way:
Unit class
A library operation is always created for a specific unit class. When you create a recipe in the
BATCH Recipe Editor, the unit class is referenced in the "General" tab of the properties dialog.
SIMATIC BATCH V9.0

BATCH Recipe Editor
A unit is not allocated. This occurs only when the operation is bound into the recipe unit
procedure (RUP) of a master recipe as a library reference.
All other header parameters are configured in the same way as for a master recipe:
10.4.6.14 Overview of the properties of master recipes
Definition
"Properties of master recipes" refers to all the information complying with the ISA-88 standard
(1995) that must or can be specified for a master recipe in addition to the recipe procedure.
These properties include the recipe name/version/status, material and production data
(formula), parameters, measured values and unit allocations.
Selectable master recipe properties

The table below lists all the properties that can be displayed and/or modified for each master
recipe in the "Properties of <recipe name>" dialog. These master recipe parameters are also
known as recipe header parameters.
Tab What is set or dis‐ Meaning/comment

played
General Name and version Name of the master recipe, cannot be changed
Status Status display of the master recipe, e.g., "In progress"
Duration Here, the longest time for one execution of the recipe
is calculated. It is the sum of the step times of the path
through the recipe.
Formula category There may be a reference to an existing formula cate‐
gory.
Allocations Allocation list The unit allocations of the recipe specified by the de‐
tailed configuration of the recipe unit procedures (RUP)
are listed here; with information on the calculated start
time and duration.
In an additional dialog, you can modify the unit class
and preferred unit (along with the selection strategy).
When units are selected by conditions, the available
units can be specified by conditions.
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BATCH Recipe Editor
Tab What is set or dis‐ Meaning/comment

played
Product Product, Quality Settings for the main product
Product code Unique numeric code for the project (e.g. an internal
command code) with which the product can be identi‐
fied.
Reference quantity The reference quantity is meant for quantity scaling, this
means, the parameters in the recipe relate to this value
and they have to be adjusted in the event of discrepan‐
cies in the batch quantity.
Minimum scale, maxi‐ Limits the upper and lower limits of the batch quantity.
mum scale In batch planning, the quantities specified are checked
to make sure they are not lower/higher than the values
entered here.
Input material Material list For the steps linked to EOPs, EPHs or the operator di‐
alogs, the entries are taken from the basic automation;
for a library reference from the library operation. New
materials can also be created. For each input material
configured, the material, quality, scaling function and
required quantity are specified.
Either concrete values (internal formula) or reference to
values of an external formula.
Output material Material list For the steps linked to EOPs, EPHs or the operator di‐
alogs, the entries are taken from the basic automation;
for a library reference from the library operation. New
materials can also be created. For each output material
configured, the material, quality, scaling function and
required quantity are specified.
Parameter Parameter list For the steps linked to EOPs, EPHs or the operator di‐
alogs, the parameters are taken from the basic automa‐
tion; for a library reference from the library operation.
New parameters of the type real, bool, integer, string
and enumeration can also be created.
Process tags Measured variables Measured variables for the batch report:
that will be logged You can select measured variables for archiving. As
measured variables, the process values of the parame‐
ter blocks (EPAR_) linked with the EOP, EPH and
TAG_COLL blocks are available.
Change log List of modifications List in which the modifications made to the recipe are
documented.
ESIG Electronic signature Specifying electronic signatures in compliance with
FDA or 21 CFR Part 11:
The "electronic signatures" function allows the operator
to enter one or more signatures in the form of dialogs
similar to the logon prompts normal in Windows when
operator input is made to recipes, recipe steps etc.
SIMATIC BATCH V9.0

BATCH Recipe Editor
10.4.6.15 Scaling functions

Master recipes are generally set without a specified quantity. All parameters refer to the
reference quantity of the recipe. The actual batch quantity (limited by the low or high limit) will
differ from this.
Using scaling routines, you can make the procedures dependent on the quantity. Depending
on the concrete quantity for the batch, the parameters are corrected using the selected scaling
function. There are two standard scaling routines available:
● Linear: The value is multiplied by the quotient batch quantity/reference quantity.
Setpoint = value * quantity / reference quantity
● Quadratic: The value is multiplied twice by the quotient batch quantity/reference quantity.
Setpoint = value * (quantity / reference quantity)2
Example
Header parameters Reference Scale: 10

Minimum quantity: 1
Maximum quantity: 100
Recipe phase Parameter: Setpoint_A: Value: 1

Scaling: linear
Setpoint_B: Value: 5
Scaling: linear
Setpoint_C: Value: 10
Scaling: linear
Batch_A Quantity: 1 Setpoint_A: 0.1

Setpoint_B: 0.5
Setpoint_C: 1
Batch_B Quantity: 5 Setpoint_A: 0.5
Setpoint_B: 2.5
Setpoint_C: 5
Batch_C Quantity: 10 Setpoint_A: 1
Setpoint_B: 5
Setpoint_C: 10
Senseless values
Note
Please make sure that you enter feasible values for the minimum quantity and the maximum
quantity in the recipe header (depending on the limit values of the parameters from the ES).
Below, you will find examples with senseless values and examples with corrected limit values.
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BATCH Recipe Editor
Example with invalid limits (limits in the recipe header are too wide)
The master recipe is intended for quantities of 2 to 15. With these limit values, there are no
valid values for the parameters of the recipe phases:
Scaling: Linear
Low limit Parameter/reference quan‐ High limit

tity
Instance parameter 3 20
Recipe header 2 10 15
Parameter 15 13 13.33333333
Quantity of the batch 15
Online 19.5
Scaling: quadratic

tity
Parameter 75 13 8.88888889
Online 18.72
Example with valid limits (recipe limits corrected)

The range was restricted in the recipe header. The value 13 can be used.
Scaling: Linear

tity
Parameter 10 13 13.33333333
Online 19.5
Scaling: quadratic

tity
Parameter 12 13 20
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BATCH Recipe Editor
10.5 Other functions

Online 18.72
Legend
Instance parameter: Limits from the engineering system
Recipe header: Limits for the batch quantity
Parameter: Limits displayed in the dialog for the recipe phase
Batch quantity: Actual quantity for the batch
10.4.6.16 Configuring synchronization with SIMATIC IT

SIMATIC BATCH provides a synchronization mechanism to allow interaction with SIMATIC IT
MES (Manufacturing Execution System).
To this end, the synchronization function "Mes_Sync_Request" can be configured directly in
the properties of the elements RUP, ROP, RPH in the master recipe. To do this, the event
"MES_Sync_Request" must be selected in the properties of this element in the
"Synchronization" tab under the "Start" action.
After SIMATIC BATCH has activated the "Mes_Sync_Request" event, the system waits for the
required feedback event "MES_Sync_Req_Release" from SIMATIC IT to start or resume the
running of the batch.
If, however, SIMATIC IT is not available, you can unlock the batch and resume it without an
abort using the "Unlock step" command in the shortcut menu of the batch control.
Unlock step (Page 1065)
Additional status identifier (Page 448)
10.5.1 Saving recipes and library objects

When you create a new recipe with the "New" menu command, it is opened with a default
name. Before you complete editing, the recipe must be saved.
Procedure
1. When you save for the first time, select the menu command Recipe > Save as.
2. In the next dialog you enter the name and version.
Result: The next time you save, you can use the "Save" command unless you want to change
the name or version.
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BATCH Recipe Editor
10.5.2 Validating recipes
Introduction
The validation covers the consistency of the library operations and Process Cell data used in
the created recipe.
Requirement
element along with the corresponding configuration of the recipe data (header).

1. Open the recipe you want to validate (master recipe or library object).
2. Select the menu command Recipe > Validate.
Result: A result display or error list is displayed that indicates whether or not the recipe header
is completed, whether materials exist, whether steps and transitions in the recipe are
configured and whether the normalized batch quantity is correct. Incorrect elements are
displayed in red in the graphic recipe structure. Validation is also possible in BatchCC.
Note
By double-clicking an entry in the error list, you can jump to the part of the recipe that caused
the problem.
You can use the validation control at any time. Validation does not change the recipe status.
10.5.3 Releasing a recipe for testing or production
Requirement:
The requirement for this function is the validation of the recipe. The validity of the recipe is first
checked automatically when you start this command.

1. OPen the recipe that will be tested (master recipe or library object).
2. Select the menu command Recipe > Release for Testing or Release for production.
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BATCH Recipe Editor
Result: When it is released, the recipe has the status "released for testing" or "released for
production". If errors occur in the validation, the problems are displayed and the recipe status
remains "In Progress...". You can also release a recipe in BatchCC.
Note
From the error list you can go to the part of the recipe that is the cause of the error by double
clicking on the list entry.
10.5.4 Revoking a release
Note
Only recipes that have not been released can be edited. If you want to edit master recipes or
recipe objects that have already been released, the release must be revoked explicitly.
This is possible only when the option "Allow editing of recipes in the "Release revoked" status"
is activated in the general settings of BatchCC. Navigate to this option via the menu command
Options > Settings in the "General" tab.

1. Open the recipe (master recipe or library objects).
2. Select the menu command Recipe > Revoke release.
Result: After revoking the release, a recipe released for testing has the status "being
processed" and recipe released for production has the status "Release revoked" and can be
edited.
You can also revoke a release in BatchCC.
SIMATIC BATCH V9.0

BATCH OS controls 11
11.1 Introduction
OLE custom controls (OCX) for SIMATIC BATCH

New SIMATIC BATCH OS controls are available for operating and monitoring batch processes
on a PCS 7 OS client. You can use the BATCH OS controls as a graphical user interface (GUI).
They are configured in the WinCC Graphics Designer for process mode. All the required
operator inputs for SIMATIC BATCH can be performed in process mode (Runtime) using the
OS controls.
Which BATCH controls are available?

The following SIMATIC BATCH OS controls are available in the WinCC Graphics Designer in
the object palette under Smart Objects for insertion in a process picture:
● Select and connect BATCH projects: SIMATIC BATCH OS Master (Page 612)
● Create Batch Process Cell, Batch orders: SIMATIC BATCH OS Process Cell (Page 614)
● Unit overview: SIMATIC BATCH OS Allocation (Page 620)
● ROP overview, controlling and monitoring batches: SIMATIC BATCH OS Properties
(Page 624)
● Batch creation: SIMATIC BATCH OS Batch Creation (Page 636)
● Display BATCH messages: SIMATIC BATCH OS Monitor (Page 639)
How do I install the controls?

The six OS controls (*.ocx) are made available by installing SIMATIC BATCH with the program
component "BATCH Base". The following components are installed for the OS controls with
these programs:
● OS controls (*.ocx)
● Template with all six SIMATIC BATCH OS controls
● Connection of the OS controls to the SIMATIC BATCH Server
● Online help and What's this?
On which PCs in the SIMATIC PCS 7 environment can I use the controls?
● OS clients
● BATCH clients
SIMATIC BATCH V9.0

BATCH OS controls
11.1 Introduction
Template with all SIMATIC BATCH OS controls

All available BATCH OS controls are provided in a template. You can find the template under
the name "@simatic_batchos.pdl" in the WinCC project folder "wincproj\computer_name
\GraCS".
If you configure the OS controls in your own process pictures, note that your process picture
must always contain the following OS controls:
● OS control "Master": necessary because it is used to establish a connection to the BATCH
project.
● OS control "Monitor": necessary because it is used to display and acknowledge operator
input dialogs and confirmation dialogs.
● OS control "Batch Creation": only necessary if batches are generated. Not necessary if
batches are being monitored in a process picture.
Check boxes for the OS controls "Process Cell", "Properties", "Allocation", and "Creation"
For the OS controls, there are check boxes for the following settings in the template screen:
Check boxes in the OS control "Process Cell" Meaning

Show tree structure If you select or clear the check box, the tree structure
in the navigation area is displayed or hidden. The tree
structure serves as a navigation within a batch. When
cleared, the list view is displayed in the left area of the
OS Control.
Batch scheduling mode When selected, some table columns that are not nec‐
essary for scheduling are hidden. This makes the dis‐
play easier to view in process mode.
Check boxes in the OS control "Properties" Meaning

Show tree structure If you select or clear the check box, the tree structure
in the navigation area is displayed or hidden. The tree
structure serves as a navigation within a batch. When
cleared, the used control recipe is displayed in the left
area of the OS Control.
Extended parameter display Some table columns are displayed or hidden by select‐
ing or clearing the check box.
Simplified process view If you select or clear the check box, the tree structure
or the control recipe used is displayed or hidden in the
left area.
Check boxes in the OS control "Allocation" Meaning

Advanced view Some table columns are displayed or hidden by select‐
ing or clearing the check box.
SIMATIC BATCH V9.0

BATCH OS controls
11.1 Introduction
Check boxes in the OS control "Creation" Meaning

Extended batch generation Some fields that are not necessarily required for batch
creation are displayed or hidden by selecting or clearing
the check box.
You can select or clear check boxes in both the undocked status and the embedded status.
Control properties (attributes)

All OS controls have special properties (attributes) that you configure in the Graphics Designer.
The properties allow you to adapt the OS controls exactly to your requirements. The attributes
can be made dynamic. All the dynamization methods of WinCC are available for this. Additional
information on the topic of dynamic process pictures is available in the WinCC Information
System under "Working with WinCC".
Restrictions
● Changing an operator permission
If there is a connection to a BATCH project via the SIMATIC BATCH OS Master control
and changes are then made to the permissions in the BATCH project, these changes only
take effect in the controls when you reconnect to the BATCH project (disconnect and
reconnect) or when the user changes.
● Project settings
Changes to the project settings in the BatchCC are recognized only after a new logon or
reconnection to the project.
● Unit allocation
The SIMATIC BATCH OS Allocation control primarily monitors the process cells that are
available on the WinCC client and also in the BATCH project. If you connect to a BATCH
project that does not recognize the same unit as the WinCC client, running batches and
recipe elements may be delayed and the runtimes (Batch/RUP/ROP) are not correctly
displayed. The data is entered in the unit overview only when there is a status change of
the batch or recipe element.
● ESIG
The OS controls for SIMATIC BATCH do not support electronic signatures. Operator inputs
requiring a signature are not executed.
● While an online structure change is being made to a batch in BatchCC, this batch cannot
be operated or monitored with the SIMATIC BATCH OS controls. Such batches are marked
as locked in the OS controls and the range of functions in the shortcut menu is limited.
Once you have applied the changes to the recipe structure in BatchCC, operator control
and monitoring of the batch via the OS controls is again possible.
SIMATIC BATCH V9.0

BATCH OS controls
11.2 Configuration in the Graphics Designer
Displaying important system messages

If the SIMATIC BATCH system detects situations such as too little hard disk space, important
system messages are displayed automatically in an extra window. The window with the
messages always appears as a foreground window. Requirements for displaying important
system messages are as follows:
● The two OS controls "SIMATIC BATCH OS Master" and "SIMATIC BATCH OS Monitor"
are configured in one process screen.
● In process mode, a connection to a BATCH project is established via the "SIMATIC BATCH
OS Master" OS control.
You also need to acknowledge some of the messages (critical messages) so that they are not
displayed again. If such messages are already pending when you connect to the BATCH
project, the message window is displayed immediately after the connection is made. If you
close this window, you can display it again at any time by double-clicking on the message
requiring acknowledgment in the "SIMATIC BATCH OS Monitor" OS control or by clicking on
the corresponding icon in the toolbar of the "SIMATIC BATCH OS Master" OS control.
11.2.1 Inserting a control in a PCS 7 OS process picture
Working in the Graphics Designer

BATCH controls are configured in the Graphics Designer. In it you insert the desired control
in your process picture. You then set the control properties with the corresponding
dynamization or the properties dialog of Graphics Designer.
Requirement
A WinCC graphics file (*.pdl) is open in the Graphics Designer.
Procedure
1. Select the Control entry in the object palette under Smart Objects.
2. Left-click in the picture area and draw a rectangle keeping the left mouse button pressed.
Then release the left mouse button. You can change the size of the control later if needed.
3. Select the desired control in the "Insert control" dialog that opens. You can find all the
BATCH OS controls in the list under "SIMATIC BATCH OS ...".
Result
The result of the configuration is a process picture that can be used as an HMI platform for
SIMATIC BATCH.
SIMATIC BATCH V9.0

BATCH OS controls
Updating the controls

Change the control properties in the Graphics Designer and save them, your changes take
effect immediately when the picture changes in process mode.
11.2.2 Concept of communication channels
Why is there a communication channel in each control?

Controls are independent components that have to communicate with one other. This is the
only way in which controls can trigger actions in other controls or monitor other controls.
Controls can use this channel to view several projects simultaneously and to interact
independently. This is the only way to integrate multiple controls in one picture and to configure
them differently for different projects.
How do they work?

Each control is connected to a communication channel with the "CommunicationChannel"
property. All controls that exhibit the same communication channel can communicate with one
other.
What types of data can I process?

The "CtrlBOSMaster" control connects a BATCH project and its data to a communication
channel. All controls on this channel can process the data from this project.
How long is the channel valid?

A control will be connected to a channel until the communication channel is changed
dynamically by a script or the control is removed from the process, for example, by means of
a picture change.
How many controls can be connected to a channel?

You can connect any number of controls to a channel. This is true even for identical controls.
If several controls of the same type are connected to the one channel, they will all perform the
requested action or represent the same data.
How long will a project stay connected to a channel?

Until it is explicitly separated using the "CtrlBOSMaster" control. Only then will the controls no
longer be able to access project data on the respective channel. This means a connection to
the project will remain active even when you change the channel.
SIMATIC BATCH V9.0

BATCH OS controls
11.2.3 Opening a control as a picture window
Dynamization of objects in the Graphics Designer

The following example is provided to give you ideas for configuring BATCH OS controls. In
the Graphics Designer, we will show you different ways to dynamize a BATCH OS control
using a C script.
Requirement
The "@simatic_batchos.pdl" template is open in the Graphics Designer.
Objective
The OS control "CtrlBOSMonitor" should only be displayed when the operator clicks a button
in the process picture rather than continuously, as configured in the template. In our example,
the button is intended to open two windows with the OS control "CtrlBOSMonitor". once as a
sizable, movable, superimposed new process picture and at the same time as a sizable,
movable, superimposed picture window. The picture window and the control window it contains
are freely scalable.
Procedure "Modifying template"

For this configuration, you need a new process picture based on the template and another
new process picture, in which you will insert the OS control "CtrlBOSMonitor".
1. Save the open template under a new name.
2. Delete the OS control "CtrlBOSMonitor" from the process picture. Do not delete the text
field that reads "Messages". Save the picture.
3. Create a new process picture and insert the OS control "CtrlBOSMonitor". Save the picture.
4. Copy the text field from the template and insert is above the control in the new process
picture.
5. Under Geometry in the picture properties, adjust the picture width and height to the size of
the OS control. Save your picture.
6. Change to your new template and below the text field, insert the "Button" graphic object
from the "Windows objects" folder. Give a name to the button and click OK.
7. From the "Smart objects" folder, insert a picture window below the button and double-click
to edit the object properties.
SIMATIC BATCH V9.0

BATCH OS controls
8. Set the following attributes in the properties:

– Object name - for example: picture window
– Display - no, because it should be opened by clicking the corresponding button.
– Sizable - yes
– Movable - yes
– Picture name - for example: CtrlBOSMonitor.pdl
9. Save your process picture in the Graphics Designer.
Procedure "Writing a C action for the button"

1. Open the object properties for the configured button and select the "Event" tab. On this tab,
double-click "Mouse click". The action is now edited.
2. As shown in the figure, insert the two rows beneath the comments into the C action.
The row SSMOpenTopField(SSMGetScreen(lpszPictureName),"ctrlBOSMonitor.PDL");
opens the new process picture. The row
SetPropBOOL(lpszPictureName,"bildfenster","Visible",TRUE); opens the picture window.
Since both instructions are linked to the button, both actions are executed at the same time.
An alternative procedure is also possible. A line can be commented out. Remember the
curly bracket to indicate the end of the program.
Note
Standard functions and internal functions
In addition to the Project functions, the navigation window also includes the Standard
functions folder and the Internal functions folder. In the Standard functions folder, you will
find the "SSMOpenTopField" function in the "Split Screen Manager" folder; in the "Internal
functions" folder, you will find the "SetPropBool" function in the "graphics > set > property"
folder.
3. Click the "Generate action" command. This checks and saves the C action.
4. Click "OK" and close the "Object properties" dialog.
5. Save your picture in the Graphics Designer.
Result
If you have enabled WinCC Runtime, you can view the result after changing pictures. To do
so, open the modified template using the "Picture by name" command and click on the button
where you have placed the C action.
When you click the button, the process picture opens and can be adjusted in size and position
in the workspace. However, the size of the inserted OS control will not change. When the
picture window changes size, the OS control is scaled along with it. Both windows can be
closed and reopened by means of the button. The "Dock/Undock" command allows you to
detach the OS control from both the picture window and the process picture.
SIMATIC BATCH V9.0

BATCH OS controls
11.2.4 Editing the BATCH template screen for multi-VGA
Multi-monitor systems
The OS controls of SIMATIC BATCH can be displayed on several monitors at the same time
in a multi-monitor system. The supplied template screen is already prepared for this purpose;
in other words, when the screen is opened, a script sets the communications channel for all
controls depending on the monitor number. The process data is displayed at the same time
and is synchronized for all OS controls regardless of the monitor on which they are displayed
and assuming that they are connected to the same project. This ensures that you always have
the latest process data displayed regardless of which monitor you are currently using for
operator control and monitoring.
If necessary, you can also view the script (C action) contained in the template screen and can
adapt it to your purposes. The example below explains how you can edit the C action.
Requirement
The "@simatic_batchos.pdl" template is open in the Graphics Designer.
"Edit C action" procedure

For this configuration, you need a new process picture bases on the template.
1. Save the open template under a new name.
2. Make sure no graphic objects are selected. In the picture, right-click on a spot that does
not contain any objects and select the "Properties" command.
3. Select the "Event" tab and open the "Miscellaneous" folder.
4. Double-click on the "Open Picture" attribute or right-click the lightning icon in the "Action"
column and select "C action" from the shortcut menu.
5. Adapt the default C action to your requirements.
6. Click the "Generate action" command on the toolbar and close the dialog by clicking OK.
7. Close the "Object properties" dialog and save your process picture.
Result
In WinCC Runtime, you can view the result after changing pictures. To do so, open the modified
template by means of the "Picture by name" command on each monitor. With an action in an
OS control on one of the monitors, check whether the operator control dialog appears only
there and whether the result of the operator action/change is displayed on the other monitors.
SIMATIC BATCH V9.0

BATCH OS controls
11.2.5 Displaying two BATCH process cells in one process picture
Displaying data from two BATCH process cells in one process picture
This example shows you how to configure a process picture in the Graphics Designer that will
allow you to control and monitor two batch process cells including their unit allocation in batch
mode.
Basic principles and conditions

● The PCs that are used to control both batch process cells are part of a Windows workgroup
or domain in the same local network.
● SIMATIC Logon is used.
● The process picture to be configured should display the data from a local batch process
cell (single-station system, "PC1") and a remote batch process cell (single-station system,
"PC2").
● The purpose of this is to show the current unit allocations for both BATCH process cells
during batch processing simultaneously in one picture.
Requirements
● A network connection has been set up between "PC1" and "PC2".
● The BATCH project is open in SIMATIC Manager.
● WinCC Explorer and Graphics Designer are open on "PC1".
● The OS package has been loaded by both OS servers.
Procedure: "Inserting OS controls into process picture"

To display two BATCH process cells or units, you need a new process picture with the BATCH
OS controls for both process cell projects.
Proceed as follows (on "PC1"):
1. In the Graphics Designer, create a new file (process picture) and save it under a name of
your choice.
2. Insert two of each of the following BATCH OS controls into your process picture:
– Control "CtrlBOSMaster"
– Control "CtrlBOSPCell"
– Control "CtrlBOSCreation"
– Control "CtrlBOSProperties"
– Control "CtrlBOSAllocation".
SIMATIC BATCH V9.0

BATCH OS controls
3. Insert the BATCH OS control "CtrlBOSMonitor" into your process picture only once.
Messages will be output in one control for both BATCH process cells.
4. Group or arrange all the BATCH OS controls in such a way that it is easy to tell which
BATCH OS controls belong to which process cell.
Procedure: "Setting control properties"

In order for the BATCH OS controls to communicate with the corresponding SIMATIC BATCH
servers (SBS), you must set the "SBIdent" or "ProjectName" attribute in the "CtrlBOSMaster"
OS controls. The attribute for "CommunicationChannel" is used for internal communication
and must be set for all OS controls.
Note
If you do not want to permanently store your BATCH projects and prefer to select them freely,
do not enter the attributes listed in step 2.
Proceed as follows:
1. Open the object properties of the "CtrlBOSMaster" control for process cell 1 (on "PC1").
2. Under Control Properties, double-click the "ProjectName" attribute and enter the project
name of the local BATCH project. Alternatively, you can specify the "DBIdent" attribute.
3. Check whether the same communication channel (for example, "1") is set for the
"CommunicationChannel" attribute for all five OS controls for process cell 1.
4. Open the object properties of the "CtrlBOSMaster" control for process cell 2 (on "PC2").
5. Under Control Properties, double-click the "ProjectName" attribute and enter the project
name of the remote BATCH project. Alternatively, you can enter the "DBIdent" attribute.
6. In all five BATCH OS controls for process cell 2, change the "CommunicationChannel"
attribute to a separate communication channel, e.g. 2. All BATCH OS controls for process
cell 2 must use the same communication channel.
7. Set the "CommunicationChannel" attribute for the "CtrlBOSMonitor" BATCH OS control to
0.
8. Save your process picture in the Graphics Designer.
Display of the new process picture in OS Runtime

There are two ways you can display the new process picture in process mode:
● Insert the process picture into the plant hierarchy of the PCS 7 project or
● Call the process picture using the "Picture by name" command.
The latter method will be explained here briefly:
1. If you haven't already done so, start OS Runtime.
2. On the button panel at the bottom, click the "Picture by name" button.
3. In the dialog that appears, select the process picture you just created and open it with "OK".
The new picture is now displayed.
SIMATIC BATCH V9.0

BATCH OS controls
Procedure: "Implementing the logon concept and roles management"

To ensure access to the local project on "PC1" and the remote BATCH project on "PC2" in
WinCC Runtime, the necessary permissions must be assigned to you in SIMATIC BATCH
permission management. More information on permission management in SIMATIC BATCH
is available in SIMATIC BATCH help under BATCH Control Center > Defining user permissions.
The steps below refer to the logon concept in which permission management takes over a
(logon) computer in a Windows workgroup. In this case, the "PC2" that is running the remote
project is used for logon. This means that all necessary users and user groups are managed
on this PC. However, any other PC in the workgroup can also be defined as the logon computer.
Settings in computer management on "PC2"

1. Create two new users in computer management. Example: "brewer1" and "technical1".
2. Create two new groups in computer management. Example: "batchbrewer" and
"batchadmins".
3. Insert user "brewer1" into group "batchbrewer" and user "technical1" into group
"batchadmins".
4. Also add user "technical1" to group "Logon_Administrator". Members of the
Logon_Administrator group have permission to configure SIMATIC Logon and open roles
management in SIMATIC BATCH.
Settings in WinCC Explorer on both PCs

1. Open the User Administrator and select the "SIMATIC Logon" check box. With this setting,
the SIMATIC Logon user data are used for the WinCC Runtime logon. More information
about this is available in WinCC help under Working with WinCC > User administration
structure.
2. In the User Administrator, create the two groups: "batchadmins" and "batchbrewer" on the
"Groups" tab. A connection between these two groups is established based on the matching
names of the groups in the WinCC user administration and the Windows user
administration. This means that a user "brewer1" logging on with SIMATIC Logon is granted
the permissions set for WinCC in the User Administrator and for SIMATIC BATCH in
permission management for this user's role. More information on SIMATIC BATCH
permission management and SIMATIC Logon roles management is available in SIMATIC
BATCH help under BATCH Control Center > Defining user permissions and under SIMATIC
Logon > SIMATIC Logon roles management. Assign the appropriate permissions to the
two groups in the User Administrator. To display the BATCH OS controls in process mode,
you require the "Authorization for area" permission.
Settings in SIMATIC Logon on "PC1"

1. In computer management, create a new user (User1, for example) and assign this user to
the "Logon_Administrator" group.
2. Launch SIMATIC Logon by selecting Start > SIMATIC > SIMATIC Logon > Configure
SIMATIC Logon.
SIMATIC BATCH V9.0

BATCH OS controls
3. Logon with the "User1" you just created.

4. On the "Working environment" tab, click the "another computer" option button and enter
the name of your logon computer, in this case "PC2". Save the settings with OK.
You can now delete the "User1" you just created whenever necessary, since the entire logon
procedure now takes place on the "PC2" logon computer. The user "technical1" on "PC2"
ensures that the "Configure SIMATIC Logon" application can be opened on "PC1" and that
settings can be made there.
Checking settings in SIMATIC Logon on "PC2"

1. Launch SIMATIC Logon.
2. Log on to "PC2" with the user "technical1".
3. Check the settings on the "Working environment" tab. By default, the "this computer or a
Windows domain" option button should be selected. Confirm the dialog with OK and close
the application.
Result
The "PC2" from the network has been configured as the logon PC. The users and groups and
the roles management are defined on this PC only.
In the new process picture, which uses the SIMATIC BATCH OS controls to show two BATCH
process cells at the same time, the user "brewer1" can control and monitor both BATCH
process cells on the local "PC1". To allow this, however, the permission for the relevant user
role must be enabled on the "Computers and units" tab in the permission management on both
PCs.
To configure the permission management for SIMATIC BATCH, the user "technical1" must be
assigned the role of "Superuser" and must also be logged on in the BATCH Control Center.
11.2.6 Simple batch creation

The procedure for automated creation of batches at the push of a button is described below.
Procedure
1. Open a new picture in the Graphics Designer.
2. Insert the OS control "SIMATIC Batch OS Batch Creation".
3. Insert the Windows object "Button" in your picture and assign a text for the button.
4. Develop a C-action for the "Mouse click" event on the button. Open the editing window.
Depending on your requirements, different properties of the OS Creation control can be
addressed and set. You can apply the program code shown below directly to the editing
window. In the example, the following properties are set for the batch creation: BatchName,
BatchSize, StartMode, AutoReleaseBatch, and StartTrigger.
SIMATIC BATCH V9.0

BATCH OS controls
5. Confirm your entries and start the compilation.

6. Save your picture and test the functionality in process mode.
Result
You have dynamized a button using C-script and thus automated the batch creation. Each
time the button is clicked, a batch with the following properties is created:
● Unless otherwise specified, the batch is created in the SystemOrder folder, if available.
Commented out program lines.
● The batch uses the "Rec-Superglue V1.0" control recipe.
● The batch size is 100 kg.
● The batch is started immediately.
● The batch is released.
● The batch is created.
Example
Program code
#include "apdefap.h"
void OnClick(char* lpszPictureName, char* lpszObjectName, char* lpszPropertyName){
{
// SetPropChar( lpszPictureName, "ctrlBosBatchCreation", "OrderCategoryName",
"OrderCat" ) ;
// SetPropChar( lpszPictureName, "ctrlBosBatchCreation", "OrderCategory",
"Order" ) ;
SetPropChar( lpszPictureName, "ctrlBosBatchCreation", "RecipeName",
"Rec_Superglue V1.0" ) ;
SetPropChar( lpszPictureName, "ctrlBosBatchCreation", "BatchSize",
"100" ) ;
SetPropWord( lpszPictureName, "ctrlBosBatchCreation", "StartMode",
1 ) ;
SetPropBOOL( lpszPictureName, "ctrlBosBatchCreation", "AutoReleaseBatch",
TRUE ) ;
SetPropBOOL( lpszPictureName, "ctrlBosBatchCreation", "StartTrigger",
TRUE ) ;}
}
SIMATIC BATCH V9.0

BATCH OS controls
11.3 Operations in process mode
11.3.1 Control: SIMATIC BATCH OS Master
What is the purpose of the "SIMATIC BATCH OS Master" control?

This control is the basis for all other BATCH OS controls in the same process picture and must
always be present and configured. It ensures communication between the individual controls
and the BATCH project (master). You should configure a separate communication channel for
each project you want to load into the same process picture. We do not recommend connecting
the Master OS Control over several communication channels with the same project in the same
process picture.
The SIMATIC BATCH project that you want to work with and monitor can be connected
manually or automatically.
● Manual connection
– Update your project data with the function provided for this in the toolbar.
– Select the project you want to work with and monitor from the list of displayed SIMATIC
BATCH projects.
– Select the "Connect project" command in the shortcut menu.
● Automatic connection
You have the following options:
– "AutoConnect" attribute
You can find information about this in the section "AutoConnect (Page 670)".
– "ProjectName" attribute
You can find information about this in the section "ProjectName (Page 665)".
– "DBIdent" attribute
You can find information about this in the section "DBIdent (Page 666)".
Once the connection to the SIMATIC BATCH project has been successfully established, the
"Project is activated" symbol is shown in the control on the corresponding project line.
To activate a SIMATIC BATCH project, the BATCH launch coordinator together with its
applications needs to have the "Running" status on the corresponding BATCH Server. All five
further OS Controls obtain their data from the activated SIMATIC BATCH project in this OS
control, if they are set to the same communication channel.
Note
Each master control can only be connected to one SIMATIC BATCH project. If you want to
connect to another BATCH project, the existing connection will be closed. If several master
controls are connected to the same project through different communication channels and a
master control closes this connection, all the other master controls will also lose the connection.
SIMATIC BATCH V9.0

BATCH OS controls
Information in the control

The information in the control is listed in tabular form. Each line of the table contains a BATCH
project. The project name, the computer name where the project is located and the computer
name of the redundant PC is listed for each BATCH project. A bold row in the table identifies
a BATCH project on the local PC. The "Project", "Computer name" and "Redundancy" columns
also show symbols indicating the status of the connection and the server. The following
symbols can be displayed with their status:
Table column Symbols Meaning

Project (project name) Activate project or project is activated.
Deactivate project or project is deactivated.
Computer name Server is master. The BATCH Launch Coordinator is in the "Run‐
ning" status.
Server is not connected. The BATCH Launch Coordinator is not
in the "Running" status.
Server in error status. The BATCH Launch Coordinator is in the
"Error" status (red cross).
Server of a single station system The BATCH Launch Coordinator
is in the "Running" status.
Redundancy Standby server.
Server is not connected.
Shortcut menu in the control

Right-click on any table line with content to open the shortcut menu. The shortcut menu shows
you the functions currently available. The following functions are available here:
Symbol Function Meaning

Docking/undocking Undock: The OS control is detached from the process picture and
can be resized and positioned anywhere in the workspace.
Dock: The relevant undocked OS control is reinserted at its original
position in the process picture.
Undock automati‐ When you enable the command for the corresponding OS Control,
cally it will be opened and positioned automatically in the workspace each
time it is used.
Change If you click on the "Change" command with your left mouse button,
you will open a drop-down list with additional commands.
Use the listed commands to change to the respective OS control. If
you have activated the command "Undock automatically" in the tar‐
get OS control, the OS control will be displayed in undock state at
that location in the workspace where it was saved last.
The drop-down list will always offer the change into all OS controls,
except for the change into itself or to the OS Control Monitor.
Activate project Activate the selected BATCH project. You obtain all BATCH data
for all other BATCH controls on the same channel from the active
server.
Deactivate project Deactivate the selected project. The BATCH data of this project is
no longer available to any BATCH control.
SIMATIC BATCH V9.0

BATCH OS controls
Symbol Function Meaning

Update loaded Use this function when new data has been generated from BATCH
project engineering (SIMATIC Manager / BATCH configuration dialog). This
will ensure that the most recent data is displayed in the OS control.
Important system Opens the "Important system messages" dialog. The symbol is
messages grayed out until an important system message about SIMATIC
BATCH is pending. Only then is the symbol displayed in color and
can be used permanently.
Toolbar with operator functions

A toolbar is also shown in the OS control, depending on the configured control property. The
potential functions are the same as those available in the shortcut menu.
Operation of the control in process mode

Requirements:
● The "SIMATIC BATCH OS Master" control has been inserted in a process picture and
appropriately configured.
● WinCC Runtime has been started and the process picture with this control is displayed.
● SIMATIC BATCH has been started on the PC from which the BATCH project originates.
11.3.2 Control: SIMATIC BATCH OS Process Cell
What is the purpose of the "SIMATIC BATCH OS Process Cell" control?

The control shows the Batch process cell for the selected BATCH project. It is used for batch
planning, batch creation and even batch operator control. The OS control is divided into two
areas, the navigation area on the left and the display area on the right. The sizes of the two
areas can be individually adjusted. The display area has the tabs "Entire list", "Planning list",
"Status list", "Results list", "Favorites" and "Order list". Operator functions for batch operation
are available in both the toolbar and in the shortcut menu.
SIMATIC BATCH V9.0

BATCH OS controls

Navigation area: The navigation area shows the folder structure of your Batch process cell.
The folder structure with names and contents is taken from the activated BATCH project. The
top folder has the name of your Batch process cell. The folders arranged underneath
correspond to the order category folders with the order folders created therein. Each order
folder is displayed with name, folder symbol, and status symbol. The actual status of the order
is indicated with the symbols of the order folders. The following symbols are assigned to an
order:
Table 11-1 Status symbols of the order folders
Symbol Status
Order inactive
Order active
Order held
Order completed
You can find additional information on the "Completed" status in the section "Status display
at the order folder (Page 453)".
In addition, the extended statuses of the current batches are displayed overlaying the order
folder symbol.
Table 11-2 Overlaid order symbol
Order folder Overlaid Status

symbol symbol
Operator input required
Error
The overlaid symbol is also displayed in the properties dialog of an order under Status.
Display area: The display area of the control displays the batch lists and the favorites list. Click
the desired tab to select one of the lists. Any batches can be transferred to the "Favorites" tab
from the Entire list, Planning list, and Status list.
Table 11-3 Tabs in the Process cell control
Symbol Tab Meaning

Entire list Shows all batches for the selected folder in the navigation area
regardless of their status.
Planning list Shows planned and released batches for the selected folder in
the navigation area.
Status list Shows released and running batches for the selected folder in the
navigation area.
Results list Shows completed, aborted, canceled and stopped batches for the
selected folder in the navigation area.
SIMATIC BATCH V9.0

BATCH OS controls
Symbol Tab Meaning

Favorites Displays the batches that you added to the Favorites beforehand.
Order list Shows all orders for the selected folder of the batch process cell.
Overview lists (Planning list, Status list and Results list): When batches change their status
during process mode, they remain in their original list and are additionally entered into the list
corresponding to the status. Use the "Update data" command or a "Picture change" to remove
the batch whose status no longer matches from the lists.
Order list: A product name is only displayed in the "Product" column when all product names
of the batches in the order have the same name. In all other cases, a placeholder in form of
"<not unique>" is shown. A placeholder is also shown in the column when the units of measure
of the batches in the order are not identical. If the batches involved in an order have different
units of measure, the value "<not unique>" is displayed in the "Unit of measure" column. The
"Quantity" value from the order creation is displayed in the "Currently planned quantity" column.
As long as no batches are created in the order, a placeholder in form of "******" is displayed.
The actual order quantity is displayed in the "Actual quantity" column. A value is only displayed
if a process value reference was configured in the master recipe used for the batches. In
addition, at least one of the batches in the order must have reached its final state. The process
value is updated depending on the processing status of the batches included in the order. If
no process value reference is configured or if none of the batches in the order have reached
a final state, a hyphen is shown as placeholder.
Additional information: "General" tab (Recipe procedure properties) (Page 815)
Status symbols of batches

Associable symbols for the status of batches are shown in all the tabs or lists. The following
is an overview of the most commonly used status symbols similar to those in the BATCH
Control Center.
Symbol Status
Planned
Released
Canceled
Aborted
Completed
Completed and closed
Completed, closed and archived
Stopped and closed
Aborted, error, closed and archived
Running
Paused after step, operation requested
Locked batch
SIMATIC BATCH V9.0

BATCH OS controls
Shortcut menus in the OS control

There is a shortcut menu for both the navigation area and the display area.
Select an object (folder in the navigation area, batch in the display area) and right-click to open
the shortcut menu providing the following commands. Commands are only shown in the
shortcut menu if they can also be used for the selected object.
Shortcut menu commands in the navigation area:
Symbol Command Meaning

New order category Select the Batch process cell and click on this command to open the
"New order category" dialog. You can create a new order category
(folder) in this dialog. You can also enter a text description.
New order Select the order category (folder) and click on this command to open
the "New order" dialog. Specify the name, planned quantity, a de‐
scription and the start and end time of the new order in this dialog.
New batch(es) Configures the SIMATIC BATCH Creation control.
Note:
Even if multiple objects are selected, only the first batch is created.
Properties Depending on the selected object, opens the "Order category prop‐
erties" or "Order properties" dialog. Enter a name and a description
for the order category in the "Order category properties" dialog. En‐
ter a description for the order in the "Order properties" dialog. You
can toggle between the two dialogs using the tabs in the dialog.
Delete Deletes the selected object. In the navigation area, you cannot de‐
lete objects (folders) until after their contents have been deleted.
Otherwise the command will not be available.
Update Updates the Batch process cell data in the entire control and sorts
the batches in the respective lists.
Shortcut menu commands in the display area and toolbar:

Dock/Undock Undock: The OS control is detached from the process picture and can be resized
and positioned anywhere in the workspace.
Dock: The undocked OS control is inserted back in its original position in the proc‐
ess picture.
Undock automatically When you enable this command for the corresponding OS control, the OS control
is opened and positioned automatically in the workspace each time it is used.
Change When you click the "Change" command, a drop-down list opens with additional
commands.
Use the listed commands to change to the respective OS control. If you have
activated the command "Undock automatically" in the target OS control, the OS
control will be displayed in undock state at that location in the workspace where it
was saved last.
The drop-down list will always offer the change into all OS controls, except for the
change into itself or to the OS Control Monitor.
Print > Standard The print job is sent directly to the default printer.
You can find information on the "Print" command in the shortcut menu in the section
"Printing, viewing and exporting a batch report (Page 660)".
SIMATIC BATCH V9.0

BATCH OS controls

Print Preview > Standard The print preview for batch report is displayed.
You can find information on "Print Preview" command in the shortcut menu in the
section "Printing, viewing and exporting a batch report (Page 660)".
New batch(es) Creates new batches in the display area of the OS Control Creation based on a
selected batch. In the case of multiple selection, the data from the batch that was
first selected is always used as the template data.
Creating the object Creates a new object depending on the selected folder in the navigation area (new
order category).
Properties Opens the "Batch properties" dialog. The dialog provides batch information on the
following tabs:
● Order category
● Order
● Batch
● Parameter
● Allocation
● Comments
Delete batch Permanently deletes the selected batch following your confirmation.
Release batch Releases the selected batch following your confirmation.
Cancel batch Cancels the selected and released batch following your confirmation.
Lock batch Disables the selected and released batch following your confirmation.
Unlock Enables a selected and previously disabled batch.
Start batch Starts the selected and released batch following your confirmation.
Pause batch after step Holds the selected and running batch after the current step, if you have confirmed
the command.
Hold batch immediately Holds the selected and running batch immediately following your confirmation.
Resume batch Resumes a batch that has been paused.
Stop batch Stops the selected and running batch following your confirmation.
Abort batch Aborts the selected and running batch following your confirmation.
Abort batch (emergency) Aborts the selected and running batch following your confirmation.
Close batch Closes all completed, stopped or aborted batches. This is necessary before you
can use the "Archive" command.
Archive batch Starts the archiving for the closed batch once you have exited the confirmation
dialog by pressing "Yes". Requirement: You have configured an accessible con‐
nection to the archive location in the "Archive" tab of the project settings.
Display control recipe Displays the control recipe for the selected batch in the "SIMATIC BATCH OS
Properties" Control.
Brief info Opens a window in which the information for the selected object is displayed.
Enter comment Opens the "Comment" tab in the "Batch properties" dialog for the selected object.
You can enter a comment for the batch there.
Update Updates the batch process cell data in the entire control.
SIMATIC BATCH V9.0

BATCH OS controls

Favorites > Add batch to Adds the selected batches to the "Favorites" tab.
favorites
Open with BatchCC If you select a batch, regardless of the tab it is in, it is displayed in the BatchCC.
Toolbar with operator functions

The tools on the toolbar are also context-sensitive. The only tools enabled there are those that
can actually be used in a specific situation.

The requirements for operation in process mode:
● The BATCH control has been inserted in a process picture and appropriately configured.
● WinCC Runtime has been started and the process picture with the BATCH controls is
displayed.
● A BATCH project has been connected via the master.
Several process operations in the control are listed below:
1. Update your project data with the function provided for this in the toolbar.
2. Use the ""New order category" and "New order" commands to create a new order category
and a new order. To do this, select the "Batch process cell" folder and then the "Order
category" in the navigation area and select the corresponding command for each shortcut
menu respectively.
3. Use the command "New batch(es)" from the shortcut menu to create new batches. To do
so, select an order folder in the navigation area or an existing batch in the display area in
the "Entire list" or "Planning list" tab and select "New batch(es)" in the shortcut menu. The
data of the selected object serves as the template and is imported into the SIMATIC BATCH
OS Creation Control for generating new batches. Only there can you then create new
batches by using the command "Generate batch(es) and entering the desired quantity. The
new batches are then created in the Entire list or Planning list.
4. Display a released batch in the "SIMATIC BATCH OS Properties" control in order to monitor
it. Double-click on the corresponding batch in one of two lists mentioned above. The control
recipe of the batch is then displayed in the SIMATIC BATCH OS Properties Control. The
batch execution can be operated and monitored in detail in this control.
5. Start a released batch in the Entire list or Planning list. Select the required batch and select
the "Start batch" command in the shortcut menu.
You have now used the most important commands and procedures in this control.
SIMATIC BATCH V9.0

BATCH OS controls
11.3.3 Control: SIMATIC BATCH OS Allocation
What is the purpose of the "SIMATIC BATCH OS Allocation"?

This control provides an overview of your units defined within your Batch process cells. In
addition to the visualization of the units and their allocation, the process conditions for the
batch runtime can also be shown in the shortcut menu and/or toolbar.
Control properties
The control can be configured with the properties (attributes) so that just one unit or individual
units belonging to a specific naming scheme are displayed. You can change properties of the
control in process mode using a script or assign it permanently in the WinCC Graphics
Designer.
The control recipe of the corresponding batch is displayed in the SIMATIC BATCH OS
Properties Control by using the "Display control recipe" command in the shortcut menu of the
selected object.

The allocation data of the unit is listed in tabular form in the Control. Each line of the table
contains a unit. For each unit, information is shown or read from the linked BATCH project in
table columns and updated. A unit in use by a batch in progress is visualized with the
corresponding status symbol in the "Batch" table column and is superimposed over any
previous batch information. Only the major status symbols of the batch are listed for the "Batch"
column.
Table column Description Symbol Meaning

Unit Unit name with symbol Unit enabled for BATCH and
free for new batches
Unit enable for BATCH re‐
voked
Unit enabled for BATCH and
currently allocated to batch
Unit is registered for mainte‐
nance
Unit allocated and enable for
BATCH revoked
No information about status of
unit available, for example, AS
cannot be reached or is in
STOP.
The unit is not defined or un‐
known.
Not defined:
The unit is not configured.
Unknown:
The unit is configured but not
known within the process cell.
SIMATIC BATCH V9.0

BATCH OS controls
Table column Description Symbol Meaning

Batch Status symbols of the batch, Batch running on unit
name of the batch.
Batch paused after step and
recipe element requires oper‐
ation.
Batch runtime The batch runtime deter‐ -
mined by the system
Order category Name of the order category
Order Name of the order
Master recipe Name of the master recipe
Formula Name of the used formula
RUP (recipe unit Symbol of the RUP, status
procedure) symbol of the RUP, name of
the RUP
RUP runtime The runtime for a recipe unit
procedure (RUP) determined
by the system. If a time-out
occurs, a time symbol is dis‐
played.
ROP (recipe opera‐ Symbol of the ROP, status
tion) symbol of the ROP, name of
the ROP If wait steps occur, a
time symbol is displayed.
Italic font if more than one
ROP is active.
ROP runtime The runtime for a recipe oper‐
ation determined by the sys‐
tem. If a time-out occurs, a
time symbol is displayed.
Shortcut menu in the control

The commands available in the shortcut menu in the control are described based on examples
in the following table.
The commands are essentially operator commands for active batches, like those listed
previously for the SIMATIC BATCH OS Process Cell control.
Symbol Shortcut menu Symbol Subcommand Meaning

command
Unit Revoke release Use this command to revoke the unit
enable for SIMATIC BATCH. This
means that SIMATIC BATCH cannot
occupy this unit.
Register for mainte‐ Use this command to sign on the unit
nance for maintenance.
SIMATIC BATCH V9.0

BATCH OS controls

command
Batch New batch(es) Creates new batches in the display
area of the OS Control Creation based
on a selected batch. In the case of
multiple selection, the data from the
batch that was first selected is always
used as the template data.
Properties Opens the "Batch properties" dialog.
The dialog provides batch information
and settings on the following tabs:
● Order category
● Order
● Batch
● Parameter
● Allocation: Unit and strategy
selection
● Comments
● Chaining
Delete batch Deletes the batch. All list entries of this
batch are thereby removed in this con‐
trol.
Close batch Closes completed, aborted or stopped
batches
Hold batch after active Holds the selected and running batch
step after the current step, if you have con‐
firmed the command.
Hold batch immediate‐ Holds the selected and running batch
ly immediately following your confirma‐
tion.
Stop batch Stops the selected and running batch
following your confirmation.
Abort batch Aborts the selected and running batch
following your confirmation.
Abort batch (emergen‐ Aborts the selected and running batch
cy) following your confirmation.
Add batch to favorites Adds the batch as a favorite to the
"Favorites" tab in the OS control prop‐
erties.
Remove batch from fa‐ Removes the batch from the favorites
vorites in the "Favorites" tab in the OS control
properties.
SIMATIC BATCH V9.0

BATCH OS controls

command
RUP, recipe Pause step (after step) Holds the selected recipe element
unit procedure once it has executed.
Hold step (immediate‐ Holds the selected recipe element im‐
ly) mediately.
Stop step Stops the selected recipe element.
Abort step Aborts the selected recipe element.

The element is in the active or held
state.
An aborted batch step cannot be re‐
sumed.
Abort step (emergen‐ Aborts the selected recipe element
cy) even if there is no AS connection.
Set breakpoint Sets a breakpoint.
Batch execution is stopped at the
breakpoint. To set breakpoints, the
status of the batch involved must be
at least "released". Breakpoints are
shown superimposed on the object in
the navigation area.
Add recipe element to Adds the RUP recipe element as a fa‐
favorites vorite to the "Favorites" tab in the OS
control properties.
Remove recipe ele‐ Removes the RUP recipe element
ment from favorites from the favorites in the "Favorites"
tab in the OS control properties.
ROP, recipe Analogous to TRP
operation
Display control - Displays the selected batch in the "SI‐
recipe MATIC BATCH OS Properties" con‐
trol.
Brief info Displays detailed information about
the selected object in a separate win‐
dow.
Update Updates the batch process cell data in
the entire control.
Toolbar with operator commands

Except for the commands "Release batch", "Cancel batch", "Lock batch", and "Unlock", all
commands available on the toolbar correspond to the commands you have available in the
OS control Process Cell. The commands on the toolbar are also context-sensitive. The only
commands enabled there are those that are actually useful in the specific situation.
SIMATIC BATCH V9.0

BATCH OS controls
11.3.4 Control: SIMATIC BATCH OS Properties
What is the purpose of the "SIMATIC BATCH OS Properties" control?

The control should be your central OS control for the operation and monitoring of batches in
process mode. Here, a batch and its control recipe are displayed in detail. The control is divided
into the navigation, tab, display, and overview areas.
Bring the control to the foreground and increase its size to the maximum.

SIMATIC BATCH V9.0

BATCH OS controls
Navigation area, ① in figure above

You navigate through your recipe structure in the navigation area. The top folder is designated
by the batch name. Shown underneath are the units (recipe unit procedures) used in the recipe.
Underneath the units are the recipe operations and recipe phases with transitions and other
recipe objects. If you select a recipe object in the folder structure, you receive detailed
information that is displayed in a synchronized manner in the windows, tab area ②, display
area ③, and overview area ④. In addition, commands for the selected recipe object are
available in the shortcut menu and the toolbar ⑥. Only commands permitted to be used in a
particular situation are offered. Use the Synchronization command ⑤ to specify whether you
want to display selected objects in a fixed size or variable size in the display area. Use the
button ⑧ to open the search function. You use the search function to find recipe elements in
the control recipe of the batch that correspond to the entered search criteria. The size of all
the window sections can be adapted variably. To do this select the dashed line ⑦ between
the window areas and keeping the mouse button pressed move it to the desired position.
Tab area, ② in the figure above

The context for the object selected in the navigation area is displayed on various tabs in the
tab area. Parameters of a recipe function are displayed on the "Parameters" tab and setpoints
are specified. The various tabs are generated and displayed only if corresponding data are
present.
When batches are based on linear, hierarchical control recipes, autofocus is used by default.
The "Overview" tab is then displayed in the tab area instead of the many standard tabs. The
parameters involved in the current batch step are highlighted in bold, blue font color in the
"Overview" tab. You use the following command button to toggle between the two tab views:
Additional information: Visualization and operation of control recipes (Page 657)
Display area, ③ in the figure above

The control recipe used by the batch is displayed in the display area along with all the recipe
elements it contains. The shortcut menu in the control recipe view features commands for
editing the individual batch steps. The following table contains additional operator inputs and
settings. Navigations and zoom settings directly affect the display in the overview area.
Tool icon Meaning

Synchronization off. The control recipe displayed in the display area is al‐
ways kept at the set size regardless of whether you make new selections in
the navigation area, tab area, or overview area.
Synchronization on. The size of the control recipe displayed in the display
area is adjusted depending on the selection in the navigation area, tab area,
or overview area.
Opens the search dialog. Lets you search for text elements in the control
recipe of a batch.
SIMATIC BATCH V9.0

BATCH OS controls
Tool icon Meaning

Autofocus on. Default setting is autofocus on. The order icon is only dis‐
played in the OS control when simple linear control recipes are used in the
batches. Simple linear control recipes consist of an RUP and do not include
synchronization, a jump, an alternative branch or parallel branch.
The command icon is not displayed for all other recipe structures.
Note:
If an object other than the one currently in focus is selected, autofocus is
deactivated. Autofocus will have to be reactivated.
The tab view is switched when autofocus is switched on.
The switch takes place between the standard tab view and the "Overview"
tab.
Displaying higher-level recipe structure folders of the control recipe.
Display control recipe in 1:1 original size
Display control recipe to fit window.
Overview area, ④ in the figure above

The control recipe is displayed in overview format in the overview area. You can use the zoom
settings in the display area to modify the size of the focus area on the control recipe in the
overview area. You can move the focus area in the overview area. This changes the focus on
the control recipe in the display area.
Toolbar, ⑥ in the figure

In the toolbar, the tool icons that you can use with the selected object are highlighted in color.
The icons you cannot use are grayed out.
Tab area
Depending on the recipe objects you select in the navigation window, the following tabs are
displayed with their detailed information in the tab area.
For simple, linear control recipes, the "Overview" tab is displayed automatically. Simple linear
control recipes consist of an RUP and do not include synchronization, a jump, an alternative
branch or parallel branch.
The parameters involved in the currently focused batch element highlighted in bold, blue font
color in the "Overview" tab.
SIMATIC BATCH V9.0

BATCH OS controls
Tab Information / Processing

Order category ● Name
Name of the order category
You can change the name in the text box. After making your change, click "Apply". The modified
name will be applied immediately, for example, in the OS control "OSPCell". For batches that
are already finished, the name of the order category at the time of execution is displayed. for
example, in the OS control "OSAllocation".
● Description
Text box for a description
Order The following are specified:
● Name
Name of the order
● Batches
Number of batches of the order
● Planned quantity
Planned quantity of the order
● Currently planned quantity
Currently planned quantity of the order
● Actual quantity
Actual quantity of the order
● Unit of measure
Unit of measure for the quantity
● Status
As symbol and text
● Earliest start and latest end
Earliest planned start and latest planned end
● Description
SIMATIC BATCH V9.0

BATCH OS controls

Batch When a batch is in progress, the batch symbol on the tab is replaced by the symbol for the status
of the current batch.
The following are specified:
● Name/ID
Batch name and ID
● Planned quantity
Planned quantity of the batch
● Recipe
Name of the master recipe used (hierarchical only)
● Actual quantity
Actual quantity of the batch
● Formula
Formula used (if present)
● Mode
The start mode can be selected from the drop-down list, e.g. "Operation", "Immediate" or "Time-
driven".
● Status, e.g. released, running, completed.
● Planned runtime
This shows the runtime of the master recipe calculated for the individual step times in the recipe
editor.
● Product
Product name of material used in the master recipe.
If a material used in the batch is deleted in BatchCC, the recycle bin symbol is displayed.
Material/product deleted
● Current runtime
Current runtime of batch
● Planned start and planned end
Planned start time and planned end time for the batch
● Start time and end time
Actual start time and actual end time of the batch
● Description
Parameter The parameters from the batch header (RP) or from the unit (RUP), recipe operation (ROP) or the
recipe phase (RPH) are listed.
SIMATIC BATCH V9.0

BATCH OS controls

Recipe unit procedure The following are specified:
(RUP) ● Name
Name of RUP
● In AS
Activated: Recipe unit runs AS-based
Deactivated: Recipe unit runs PC-based
● Unit
Name of the used unit
● Planned runtime
This shows the runtime calculated for the RUP in the recipe editor for the individual step times.
● Current runtime
Current runtime of the RUP
● Monitoring time
The monitoring time is a time defined for the RUP in the recipe.
When the current RUP runtime is greater than or equal to the monitoring time you specify, a
system message is generated.
Monitoring is disabled when you enter a monitoring time of "0".
Actual start time and actual end time of the RUP
● Status
Status as symbol and text
● Description
SIMATIC BATCH V9.0

BATCH OS controls

Recipe operation (ROP) The following are specified:
● Name
Name of ROP
● In AS
● Unit
● Planned runtime
This shows the runtime calculated for the ROP in the recipe operation for the individual step
times.
● Current runtime
Current runtime of the ROP
● Monitoring time
The monitoring time is a time defined for the ROP in the recipe.
When the current ROP runtime is greater than or equal to the monitoring time you specify, a
Actual start time and actual end time of the ROP
● Status
As symbol and text
● Description
SIMATIC BATCH V9.0

BATCH OS controls

Recipe phase The following are specified:
● Name
Name of RPH
Name of control strategy
● In AS
● Unit
● Planned runtime
This shows the runtime calculated for the RPH in the recipe editor for the individual step times.
● Current runtime
Current runtime of the RPH
● Monitoring time
The monitoring time is a time defined for the RPH in the recipe.
When the current RPH runtime is greater than or equal to the monitoring time you specify, a
● Start and end time
Actual start time and actual end time of the RPH
● Status
As symbol and text
● Description
Text box for a description.
Monitoring The following is specified:
The name of the monitoring
Command step Information on the command step, which controls other recipe elements that are listed in the
"Shortcuts" tab.
Transition The following are specified:
● Name
Name of the transition
● Current runtime
Current runtime of the transition
● In AS
Actual start time and actual end time of the transition
● Status
As symbol and text
● Description
Text box for a description.
Jump The following are specified:
The name of the jump and the jump destination
SIMATIC BATCH V9.0

BATCH OS controls

Instruction The following is specified:
The text for the instruction that you entered in the properties of the instruction step in the master
recipe.
Operator dialog The following are specified:
● Name
Name of instruction
Name of control strategy
● Unit
● Planned runtime
Planned runtime for the operator dialog
● Current runtime
Current runtime of the operator dialog
● Monitoring time
The monitoring time is a time defined for the operator dialog in the recipe.
When the current operator dialog runtime is greater than or equal to the monitoring time you
specify, a system message is generated.
● Start and end time
Actual start time and actual end time of the operator dialog
● Status
As symbol and text
● You use the "Apply" button to acknowledge the instruction and the Operator dialog and,
depending on your recipe configuration, to resume the batch execution.
Empty step Recipe element with no function.
Wait step Empty step with a defined time target before the recipe procedure continues.
Conditions List of the logic conditions for enabling the transition.
Comments Insert and apply comments.
Allocations Representation of allocation data of the control recipe.
You adjust the allocations and strategies for allocation at the batch level.
Control recipe Display the control recipe for the selected object.
Message Shows messages for objects with errors during batch control.
The columns contain the type, status, name, path, message and time stamp of the objects with
errors.
Note
Status of BATCH recipe objects (RUP, ROP, RPH, and transition)
Information on the status of recipe objects is provided in the section "Allocation statuses of
batch steps (Page 446)".
SIMATIC BATCH V9.0

BATCH OS controls
Shortcut menu and toolbar for selected objects in the navigation area
The shortcut menu and toolbar contain operating commands for recipe step processing of
active batches for each selected object in the navigation area. On both the shortcut menu and
the toolbar, only commands that can be used for the specific use are offered.
Icon on toolbar or Command Meaning

shortcut menu
Dock/Undock Undock: The OS control is detached from the process picture
and can be resized and positioned anywhere in the workspace.
Dock: The relevant undocked OS control is reinserted at its
original position in the process picture.
Undock automati‐ When you use this command for the corresponding OS con‐
cally trol, the OS control is opened and positioned automatically in
the workspace each time it is used. This means that for certain
types of operator input in one OS control, another correspond‐
ing OS control is opened automatically.
Change When you click the "Change" command, a drop-down list
opens with additional commands.
Use the listed commands to change to the respective OS con‐
trol. If you have activated the command "Undock automatical‐
ly" in the target OS control, the OS control will be displayed in
undock state at that location in the workspace where it was
saved last.
The drop-down list will always offer the change into all OS
controls, except for the change into itself or to the OS Control
Monitor.
New batch(es) Creates new batches in the display area of the OS Control
Creation based on a selected batch. In the case of multiple
selection, the data from the batch that was first selected is
always used as the template data.
Delete batch Permanently deletes the selected batch following your confir‐
mation.
Release batch Releases the selected batch following your confirmation.
Cancel batch Cancels the selected and released batch following your con‐
firmation.
Lock batch Disables the selected and released batch following your con‐
firmation. You can recognize a locked batch by the "Locked
batch" symbol.
Unlock Enables a selected and previously disabled batch.
Start batch Starts the selected and released batch following your confir‐
mation.
Pause batch af‐ Holds the selected and running batch after the current step, if
ter step you have confirmed the command.
Hold batch imme‐ Holds the selected and running batch immediately following
diately your confirmation.
Resume batch Resumes the held batch following your confirmation.
Stop batch Stops the selected and running batch following your confirma‐
tion.
SIMATIC BATCH V9.0

BATCH OS controls

shortcut menu
Abort batch Aborts the selected and running batch following your confir‐
mation.
Abort batch Aborts the selected and released batch following your confir‐
(emergency) mation.
Close batch Closes completed, aborted or stopped batches This is nec‐
essary before you can use the "Archive" command.
Archive batch Starts the archiving for the closed batch once you have exited
the confirmation dialog by pressing "Yes". Requirement: You
have configured an accessible connection to the archive loca‐
tion in the "Archive" tab of the project settings.
Enter comment Opens the "Comment" tab in the "Batch properties" dialog for
the selected object. You then enter a comment for the batch.
Start step Starts the selected recipe element (recipe unit or recipe step)
after an abort or reset.
Pause step (after Holds the selected recipe element once it has executed.
step)
Hold step (imme‐ Holds the selected recipe element immediately.
diately)
Resume step Continues the selected and previously held recipe element.
Stop step Stops the selected recipe elements, which could not be prop‐
erly completed.
Abort step Aborts the selected recipe element. The element is in the ac‐
tive or held state. An aborted batch step cannot be resumed.
Abort step (emer‐ Aborts the selected recipe element even if there is no AS con‐
gency) nection.
Reset step Resets the selected and previously aborted recipe element.
You can start reset recipe elements again with the "Start step"
command.
Complete step Ends the selected recipe element.
Unblock step Forces termination of the wait for external synchronization, for
example, by SIT.
Set/Remove Sets or removes a breakpoint. Batch execution is stopped at
breakpoint the breakpoint. To set breakpoints, the status of the batch in‐
volved must be at least "released". Breakpoints are shown
superimposed on the object in the navigation area.
Acknowledge Resumes a batch interrupted by a breakpoint.
breakpoint
Hide parameter The parameter lines for which the "Hide parameter" parameter
property is activated in the master recipe are displayed or hid‐
den.
You can find information on using buttons in the section "Vis‐
ualization and operation of control recipes (Page 657)".
Update Updates all data in the OS control.
SIMATIC BATCH V9.0

BATCH OS controls

shortcut menu
SFC visualiza‐ Opens the SFC overview window for the selected recipe
tion: Overview phase in the process picture workspace. This command is
only supported when using SFC types.
If the "Always display in faceplate" check box is enabled in the
SFC topology settings in the WinCC Explorer, the SFC visu‐
alization is always displayed with the SFC overview window
and SFC detail window.
SFC visualiza‐ Opens the SFC detail window for the selected recipe phase
tion: Pane in the process picture workspace.
This command is only supported when using SFC types.
If the "Always display in faceplate" check box is enabled in the
SFC topology settings in the WinCC Explorer, the SFC visu‐
alization is always displayed with the SFC overview window
and SFC detail window.
Open with BCC Opens the batch shown in the OS control in the BATCH Con‐
trol Center.
Close The batch displayed in the control is closed; the control no
longer shows any data. You can display a new batch in the
control at any time.
View Opens a menu in which you can select a control recipe view.
The following views are available for selection:
● Overview
● Right
● Left
● Top
● Bottom
● Above
● Below
Add to favorites Adds the selected object to the favorites.
Removes the selected object from the favorites.
Favorites of the control recipe

The favorites of the control recipe are based on the master recipe used. This means that if
another control recipe based on the same master recipe is opened, the recipe-related favorites
are made available to you as well.

● The control has been inserted in a process picture and appropriately configured.
displayed.
SIMATIC BATCH V9.0

BATCH OS controls

2. Display the planned batch in the "SIMATIC BATCH OS Properties" control. To do so,
double-click the appropriate batch in the planning list in the "SIMATIC BATCH OS Process
Cell" control.
3. Release the batch. Select the batch in the navigation area and select the "Release batch"
command in the shortcut menu.
4. Start the released batch. Select the batch in the navigation area and select the "Start batch"
command in the shortcut menu.
5. Watch the batch execution on the "Control recipe" tab and in the control recipe view in the
display area. Open all folders up to the recipe phase level to display the respective status.
6. Hold a recipe element immediately. Select an ROP in the navigation area and select the
"Hold step" command in the shortcut menu.
7. Resume the immediately held recipe element. Select the held recipe element and click the
"Resume batch" command in the shortcut menu.
8. Change a recipe parameter. Select the corresponding recipe phase in the navigation area
and open the "Parameters" tab. Enter a new setpoint for the desired parameter in the
"Setpoint" table column.
9. Change the unit allocation. Select the corresponding unit of your batch in the navigation
area and open the "Allocation" tab in the display area. Select the desired unit in the selection
box of the "Unit" column.
Applications in process mode (Page 643)
See also
Hide parameter (Page 664)
11.3.5 Control: SIMATIC BATCH OS Batch Creation
What is the purpose of the "SIMATIC BATCH OS Batch Creation" control?

The control is used to create batches. There are two ways to create batches. Either select an
existing recipe or an existing formula and the order category, or use the data from an existing
batch as a template. In the latter case, use the "New batch(es)" command in the OS controls
"Process Cell", "Allocation" and "Properties". In the case of multiple selection of template
batches, the data of the first batch selected in the Control is always used.
SIMATIC BATCH V9.0

BATCH OS controls
Using existing batches as the basis for creating new batches

Whenever you use the "New" command in the OS controls "Process Cell", "Allocation" or
"Properties", the selected batch is applied and displayed with its basic data (order category,
order, etc.) as the new batch in the control "SIMATIC BATCH OS Creation". Use the "Generate
batch(es)" or "Release batches" button in the OS control "Creation" to create one or more
batches. New batches will then be listed as planned or released batches in the entire list or
planning list for the OS control "SIMATIC BATCH OS PCell". Use this approach to easily create
new batches in a simple manner based on an existing batch.
Open selection dialogs for master recipe/formula and order category

Click on the button to the right of the "Formula:" field to assign a master recipe or formula to
a batch. The following dialog opens:
Here you select the required master recipe or formula and click on the button "OK".
Note
Update in the control
Moving recipes/formulas to new folders within the BatchCC is only visible in this control after
reactivating the corresponding BATCH project in the OS Master control.
These limitations do not apply to newly created recipes/formulas, including in new folders.
To assign an order to a batch, click the button to the right of the "Order category" box. The
following dialog opens:
SIMATIC BATCH V9.0

BATCH OS controls
Select the required order and click "OK".
Toolbar
The toolbar lists the commands "Dock/Undock", "Undock automatically" and "Change". Use
the command "Change" to represent one of the listed OS Controls in the work area as
undocked OS Control if the command "Undock automatically" has been activated there.
Creating new batches

You create new batches as follows:
1. Click on the "..." button in the control to the right of the "Formula" display field.
2. In the dialog that opens, select a recipe or formula.
3. Click the "..." button to the right of the "Order category" display field.
4. In the dialog that opens, select the desired "Order".
5. Enter a batch name in the "Name" input box.
6. Enter the desired batch quantity in the "Quantity" text box.
7. Enter the desired start time.
8. Select the start mode. The following can be selected:
– Operator action: Batch start with manual operation.
– Immediately: Batch start immediately after release of the batch.
– Time-driven: Batch start with specification of the start time.
9. Enter a descriptive text for the batch.
10.Specify the number of batches you want to produce. The batch name will automatically
receive a consecutive number.
SIMATIC BATCH V9.0

BATCH OS controls
11.If you want the system to automatically release the new batches, select the "Release
batches automatically" check box.
12.Use the "Generate batch(es)" or "Release batch" button. The label of the button and thus
the command are dependent on the selection of the "Release batches automatically" check
box.
11.3.6 Control: SIMATIC BATCH OS Monitor
What is the purpose of the "SIMATIC BATCH OS Monitor" control?

Messages relating to actions and reactions in the OS controls are displayed in this control.
Always insert this control in your process picture. This control will let you track all the actions
performed in process mode based on the messages.
Note
Even if you want to control and monitor more than one batch process cell in a process picture,
insert the BATCH OS "Monitor" control (CtrlBOSMonitor) only once per process picture.
Messages will be output for all batch process cells in this one control.
Messages document your process and are continuously generated by the system or by
operator actions. The messages are shown in a table. They are sorted according to the time
they enter a table and are assigned a separate line in the table. Each table row is subdivided
into the following columns: Message number, message status with symbol, message text and
message date. By clicking in the column header, you can change the message sorting to suit
your needs. In the filter row, you can enter a filter criterion for each column, enabling you to
filter according to specific messages. Commands on the toolbar and shortcut menu allow you
to update, cancel, delete and confirm messages.
Important system messages (Page 599)
SIMATIC BATCH V9.0

BATCH OS controls
Process actions and their confirmation in the dialog

A dialog appears for all your process actions to confirm the action you have triggered. All
actions in the confirmation dialog create messages in the control, providing you with important
information on process actions and the system.
Buttons:
Button Meaning
Icon
Check box
Yes. You confirm the selected action by clicking "Yes".
Note: The button label may vary depend‐
ing on the action
Yes, all. You confirm the selected action for all objects by clicking
"Yes, all".
No. The selected action will not be performed.
Cancel Cancels one or more actions. The action will not be per‐
formed.
Close dialog Closes the confirmation dialog with no action performed.
(Close button at the top right of the dialog.) The action remains pending and can be performed at a
later point in time. To do this, open the message again.
Title bar A symbol suitable to the action is displayed with the dialog
name.
Action symbol with message text The corresponding symbol and the message text are
shown in the dialog for every action.
"Close dialog automatically in ... seconds" If you select the check box, the confirmation dialog is au‐
check box tomatically closed after a time specified by the system.
If you clear the check box, the dialog remains open until
you close it.
Table headers in the control

The control has the following table headers:
● Msg. no. Message number The message number is generated sequentially by the system.
● Status: In addition to the status information in text form, each message status also contains
a status symbol to make it easier to understand. See Symbols for the message status.
● Message: Meaningful message in text form.
● Date: Time stamp of the message in the date format (DD.MM.YYYY) and time format
(SS:MM:HH) (UTC +1). UTC = Universal Time Code.
SIMATIC BATCH V9.0

BATCH OS controls
Symbols for the message status
Symbol Message status Note

Completed The action is completed.
1 of 1 means that one command from a total of one command
has been executed.
If you select 10 objects, for example, and then use the "Release
batch" command for all objects, 10 of 10 is displayed here when
all commands have been executed.
Error An error is pending.
User action required This action requires a user action in the "Confirm" dialog and
applies to all actions, except for the action "Create batch or
batches".
User action required This action requires a user action in the "Confirm" dialog and
only applies to the action "Create batch or batches".
Aborted The action was aborted
This action remains in the message window until it is deleted.
0 of 1 means that no command from a total of one command
has been executed.
Running Action is running.
Important system mes‐ An important system alarm is pending.

sage
Symbols and message text for the message

Suitable symbols are shown for many message texts in the "Message" table column. This
makes it easier to assign symbols to message texts and easier to interpret messages.
Symbol in mes‐ Note

sage text
The master server of the project is not available.
The BATCH process cell data of the connected project is currently being created,
updated, restored or compressed.
SIMATIC BATCH V9.0

BATCH OS controls
Toolbar and shortcut menu with operator functions

The operator functions on the toolbar and shortcut menu are context-sensitive. This means
that only operator functions/commands available for a specific situation are offered for use or
enabled.
Symbol Command Note

Docking/undocking Undock: The OS control is detached from the process pic‐
ture and can be resized and positioned anywhere in the
workspace.
Dock: The relevant undocked OS control is reinserted at
its original position in the process picture.
Show Properties Opens a confirmation dialog when the selected messages
have the status "User action required". Or shows the error
in a dialog.
Cancel Cancels a started action. You can only use the "Cancel"
command when the message has the status "User action
required".
Delete You can only delete the selected messages with the status
"User action required" and "Aborted".
Update Update the content of the message window.

● The BATCH control has been inserted in a process picture and appropriately configured.
displayed.

2. Sort the messages according to your needs. You can, for example, sort them by ascending
or descending message number. To do so, double-click the "Msg. no." column header.
3. Deleting specific messages. Select the desired messages in the control and click the
"Delete" command in the toolbar. The messages are deleted from the message window.
4. Open another confirmation dialog. Select the message line and click on the "Properties"
symbol in the toolbar.
5. Cancel a message requiring user action and delete it. Select the message with the status
"User action required". Click on the "Abort" symbol in the toolbar and then the "Delete"
symbol.
SIMATIC BATCH V9.0

BATCH OS controls
11.4 Applications in process mode
11.4.1 Display actual quantity

The current order quantity as well as the batch quantity is displayed in the following OS controls.
To display the value, a corresponding process value reference for the master recipe used in
the batch must be specified. The process values are only displayed in the dialogs when the
batches are completed. An update with open dialogs is not intended.
Information on the current quantity

OS control "Process Cell":
● Properties dialog of a batch
● Overview lists (Entire list and Results list)
● Property dialog of an order. If the units of measure for the process value reference and
planned quantity are not the same, "<not unique>" is displayed for the unit of measure.
OS control "Properties":
● Batch tab
11.4.2 Showing tooltips
Information in tooltip
Hover the mouse pointer over an object in an OS control to display a corresponding Tooltip.
The tooltip contains lots of useful information about the object. The tooltip remains visible until
you move the mouse pointer away from the tooltip area.
Showing tooltips
As default, tooltips are not activated in the control properties and are therefore not available
in process mode.
If you want to use the tooltips, set the control property "TooltipsEnable" for the SIMATIC
BATCH OS Master control to "Yes" during configuration in the Graphics Designer. This setting
then applies to all BATCH OS controls that can display tooltips.
SIMATIC BATCH V9.0

BATCH OS controls
Which objects in which OS controls contain tooltips?

Tooltips are available in the following OS controls:
OS control Tooltips are displayed for the following user interface ob‐
jects:
SIMATIC BATCH OS Process Cell Icons in the toolbar
SIMATIC BATCH OS Allocation Icons in the toolbar, allocation
SIMATIC BATCH OS Properties Icons in the toolbar, graphic recipe display
11.4.3 Color text boxes
Information from text box colors

The entries you make in text boxes in BATCH OS controls are checked by the system and
classified by adding color markers to the corresponding cell.
A yellow marker in the cell means that the cell has been edited and that the input is valid. You
can reject your entries by clicking "Cancel" or save them by clicking "Apply".
An orange background marker means that an input is still missing.
A red marker means that your entry contains an error and cannot be applied by the system or
that the BATCH Server rejects the entered values. Change your selection or the value for the
row and then click the "Apply" button. A yellow marker means that the box is being edited.
A Caution symbol is displayed in a cell when you exceed the specified limits when entering
parameters.
SIMATIC BATCH V9.0

BATCH OS controls
11.4.4 User settings
Introduction
Within the BATCH OS controls you can customize the preconfigured default settings for the
appearance of controls.
The following user settings are saved in all OS controls:
● Window size
● Window position
● Changes in size of the individual areas within the Control by the perforated scroll bar.
The change in size of the individual areas using the scroll bar can be set differently for an
undocked and a not undocked Control.
● Layout or arrangement of the areas in the control. This setting is only valid for the Properties
control and only if a default has not been set for the "ToolbarOrderAndVisibility" attribute.
SIMATIC BATCH V9.0

BATCH OS controls
General response of BATCH OS controls in process pictures

● When a process picture is closed, all user settings for this picture are saved temporarily
and locally on the OS client for each individual client. This means that when an OS client
is closed, all user settings saved for this OS client are lost. As a result, the default settings
are restored every time an OS client is restarted.
● When a corresponding process picture is opened, all modified settings are read in on an
individual client basis.
● Every time a different picture is selected, the most recent user setting saved is read in.
Even in the case of visualization on multiple screens, the setting you saved last is always
displayed. If, for example, a process picture open on multiple screens is closed on those
screens one after the other, only the setting from the last picture closed remains saved.
● All user settings made using scripts have a higher priority and overwrite individual client
user settings.
● All agreements apply in addition, without restriction, and separately even for undocked
controls; in other words, controls which are placed in the workspace outside of WinCC.
11.4.5 Making Runtime help available
Help button in the BATCH OS controls toolbar

You can add a help button to the toolbar in each BATCH OS control. You use this button to
launch the online help for the corresponding BATCH OS control in process mode. The delivery
status does not include calling up the online help. You configure the availability of the online
help in WinCC Explorer.
Requirements
● The BATCH project is in process mode (Runtime).
● All BATCH OS Controls will be displayed on the screen in a process picture.
● You have the necessary user permissions.
● The WinCC Explorer is open.
Procedure in WinCC Explorer

1. Open the OS project editor.
2. Select the "Runtime help available" check box on the "Layout" tab of the "OS project editor"
dialog.
SIMATIC BATCH V9.0

BATCH OS controls
Result
The project has been reconfigured. If you change to a process picture that contains all the
BATCH OS controls, you will notice that a help button has been added at the right end of each
toolbar to call the online help. Click the help button to open the corresponding context-sensitive
help.
To deactivate the online help for individual BATCH OS Controls, deselect the option "Runtime
help available" in the "OS project editor" dialog.
11.4.6 Chaining batches
Chaining batches in the BATCH OS Process Cell control

In this Control, you can chain batches or cancel the chaining of batches. Chaining is possible
if the predecessor batch does not have the status "Archived" or "Archiving" and if the successor
batch has the status "Planned", "Enabled" or "Blocked" with interlock (no editing possible). No
chaining is permitted to already exist and no cycle is permitted to arise in the chaining.
To chain two selected batches, a shortcut menu with the "Chaining" command group is
available. You can revoke the chaining of previously chained batches. Once again, the
appropriate command is available in the shortcut menu.
Set chaining parameters such as mode and time offset in relation to the previous batch (GAP
Time) in the BATCH OS Properties Control once you have chained the batch in the BATCH
OS Process Cell Control.
User permissions for chaining

Settings for the chaining parameter and the time offset GAP Time mode in relation to a
successor batch can be made with the required user permissions.
Functions that are not supported

● Electronic signatures (ESIGs) for batch chaining actions are not supported in the Control.
● The OS control does not support configuration of batch chaining based on the Gantt chart
in BatchCC.
● A Gantt chart as displayed in BatchCC is not available for the BATCH OS controls. Enter
the start time for the start batch of a batch chaining under "Planned start" on the "Batch"
tab for a selected batch in the BATCH OS Properties control .
SIMATIC BATCH V9.0

BATCH OS controls
"Chaining" shortcut menu

The "Chaining" command is only available in the shortcut menu if you select two batches.
Shortcut Cascading Cascading Meaning

menu com‐ menu 1 menu 2
mand
Chaining Chain → Chains the selected batches whereby the arrow
← points to the successor.
Chain all Chains all the selected batches to each other.
When you select a chained batch and open the "Chaining" shortcut menu, the following editing
commands are available to you.
Shortcut menu command Meaning

Go to predecessor This shortcut menu command is only enabled if there is a
predecessor batch.
Selects the predecessor batch in the chain from the corre‐
sponding list.
Go to successor This shortcut menu command is only enabled if there is a
predecessor batch. Selects the successor batch in the chain
from the corresponding list.
Unchain Cancels the chaining to the successor batch for two selected
and chained batches.
Clear chaining to predecessor Clears the chaining to the predecessor batch. The following
menu shows which batch is the predecessor batch. This
command is only enabled if there is a predecessor batch.
Clear chaining to successor Cancels the chaining to the specified successor for the se‐
lected batch.
Release all chainings Cancels the chaining for the selected batches to their prede‐
cessor and successor batches.
SIMATIC BATCH V9.0

BATCH OS controls
Showing all chained batches

You can filter according to chained batches on all tabs in the SIMATIC BATCH OS Process
Cell control as long as they appear in the various lists. Use the "Chaining", "Predecessor", and
"Successor" tabs to show information about chained batches.
To show multiple chained batches, enter a combined filter criterion.
In the following figure, for example, Batch 9 [11]|Batch 15 [18]:
Column titles for chaining

Information about chained batches is shown in the "Chaining", "Predecessor", and "Successor"
columns.
The name followed by the ID number of the first batch in the chain is displayed in the "Chaining"
column. The ID is shown in square brackets. If a batch is not chained to other batches, the
column is empty. The next two columns, "Predecessor" and "Successor", are also empty.
Chained predecessor and successor batches (if there are any) are displayed in the
"Predecessor" and "Successor" columns respectively, followed by the batch IDs.
For information about setting the mode and on GAP time, refer to the section "Mode and GAP
time settings for chained batches".
11.4.7 Mode and GAP time settings for chained batches
BATCH OS Properties control, "Chaining" tab

The mode and time offset settings for chained batches can be made in the BATCH OS
Properties Control. The corresponding user permissions for controls are required if you wish
to change chaining properties. The Chaining tab is structured as follows:
SIMATIC BATCH V9.0

BATCH OS controls
"Chaining" tab table structure

Chained batches are displayed via the "Open control recipe" command in the shortcut menu.
All chained batches are always displayed.
Table columns Meaning Functions

Batch All batches in a chain are dis‐ Use the +/- characters to show the
played here. predecessor/successor batches
on the display.
Mode Start logic operation or end log‐ The selection menu with the two
ic operation. modes "Start" and "End" is dis‐
Should the successor batch be played when you click a cell in the
started when the predecessor "Mode" column for a chained
batch starts or when it finishes? batch. Select the type of logic op‐
eration.
Time offset The time offset (also known as Click a cell in the "Time offset" col‐
the GAP time), is the time be‐ umn with the mouse for a chained
tween the end and the start of batch and enter the required time
two chained batches. offset in seconds. The successor
batch does not start until the time
offset you specified is reached.
Start time Displays the original planned None.
start time for batches. The start
time is specified when the
batch is created.
End time Displays the end time originally None
calculated. The end time is de‐
termined by the master recipe
used; it is calculated by the sys‐
tem.
You will find information on chaining batches in the section "Chaining batches ".
SIMATIC BATCH V9.0

BATCH OS controls
11.4.8 Display of parameter interconnections
Display of interconnected parameters

Interconnected parameters (cross-interconnections and target interconnections) are displayed
and edited on the "Parameters" tab in the OS Properties control.
Symbol in the "Name" Meaning

table column
Part of a cross-interconnection.
Part of a target interconnection.
Part of a cross-interconnection and target interconnection.
Each parameter row shown in which one of the three symbols above is displayed contains
command(s) to navigate to the corresponding parameter (source/target) in the shortcut menu.
For example, if you select the batch folder in the navigation area and have also selected the
"Parameters" tab, you will see all interconnected parameters of the control recipe of the batch
at a glance. In the shortcut menu, the symbols indicate which direction you can navigate in the
recipe hierarchy.
11.4.9 Searching batches
Using the search in the OS control properties

A button is provided in the OS control properties for opening a search dialog allowing you
to search for elements in a control recipe of an open batch.
The search always relates to the batch control recipe displayed in the OS control. The search
results are displayed in tabular form at the same time with your entry and selection criteria.
Each hit location is displayed in a row with the following columns:
● Type: Indication of the type found, for example, a parameter
● Element: Indication of the element found in the control recipe or in the batch
● Text: Indication of the found text
You can filter the contents of each column (Type, Element, Text) according to your
requirements. To do this, enter your filter argument in the corresponding filter row of a column.
The found text is displayed in the lower section.
When you double-click on a result row, the found element is marked in the control recipe.
SIMATIC BATCH V9.0

BATCH OS controls
Figure 11-1 "Find" dialog (OS control)
Restrictions
The following restrictions apply for the search in the OS control properties compared to the
search in BatchCC:
● The text search ignores labels on recipe elements.
● The search result cannot be saved.
● Searching within comments is not supported.
● In the text search, e.g., numbers, limits, setpoints and process values are not taken into
consideration.
Find recipe elements (Page 1054)
11.4.10 Display of transfer parameters
Display of transfer parameters

Interconnected transfer parameters (Via, Source, Destination) are displayed and edited on the
"Parameters" tab in the OS Properties Control.
Transfer parameter Meaning

symbol
Via transfer parameter
Source transfer parameter
SIMATIC BATCH V9.0

BATCH OS controls
Transfer parameter Meaning

symbol
Source Destination transfer parameter
Source Destination Via transfer parameter
Source Via transfer parameter
Destination Via transfer parameter
Destination transfer parameter
For each transfer parameter row listed, you can call up a drop down list box in the "Location"
column and select and assign a transfer location. To do this, the batch must not have been
started and the recipe step concerned must not be in progress.
When a recipe procedure element is running, changes to transfer parameters are only applied
in the AS if you use the "Effective immediately" option in the recipe's parameter properties.
Click the "Apply" button to save your changes for Route Control.
11.4.11 Assigning materials
Input material and output material

Materials created in the BCC can be used as input material, as output material, and as input
and output material. You can change the purpose assigned to a material if the batch has not
yet been started or if the batch is not yet processing the recipe step concerned.
In the BATCH OS Properties control, select the batch/RUP/RPH concerned and click the
"Parameters" tab. In the "Materials" column, you can overwrite or change the preselected
material usage by selecting the usages listed in the drop down list for each specified parameter
line. Please take into consideration that the option "effective immediately" was activated in the
used master recipe in the recipe editor for the parameter import into the AS.
The following symbols define the materials:
Symbol Meaning
Input material
Output material
Input material and output material
SIMATIC BATCH V9.0

BATCH OS controls
11.4.12 Instruction in the operator dialog
Instruction in the operator dialog

If you configure operator instructions with blocking of the batch in a master recipe, the batch
is not processed again automatically until you apply the individual instructions.
As soon as an operator instruction is pending, the corresponding batch step is overlaid by a

blue symbol in the navigation area. The following symbol is also displayed in the tab area:
Figure 11-2 Jump to instruction
When you click on the symbol, you jump to the corresponding batch step in the "Instruction"
tab. You can also select the batch step in the navigation area and open the "Instruction" tab.
The instruction text is displayed in the "Instruction" tab; click the "Apply" button to acknowledge
it. Batch processing then continues.
Pending operator instructions are automatically displayed in the message list of the
"Messages" tab. This tab also offers the functions "Apply" and "Jump to instruction".
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BATCH OS controls
11.4.13 Visualization and operator control of transition conditions
BATCH OS Properties control, "Condition" tab

If a master recipe you are using contains transition conditions for enabling recipe steps, these
transition steps are displayed in solid black in the navigation area.
Satisfying a transition condition

If a transition is not step-enabled because the process does not meet the transition conditions,
manual step enable is possible using the "Complete step" command.
Displaying a transition condition

Click the transition in the navigation area to display the tab corresponding to the transition in
the tab area. Go to the "Condition" tab, where the transition condition is displayed.
11.4.14 Positioning BATCH OS controls
Undocking and automatically undocking OS controls

When the "Dock/Undock" or "Undock automatically" commands are used, the OS controls are
generally opened on the screen where the mouse pointer is positioned. It is possible to move
OS controls around the workspace. The size and position of each OS control are stored in
memory. When an OS control is undocked again manually or automatically, the stored size
and location are used to display it.
Changing the size of an OS control

You can reduce the width of all outdocked OS controls so that the toolbar with the commands
will be cut off. Click on the chevron symbol to expand the toolbar.
SIMATIC BATCH V9.0

BATCH OS controls
11.4.15 Filtering in BATCH OS controls
Using filters in OS controls

For filtering the lists, you can generally use the placeholders "*" and "?" for other characters
in all OS controls. Filter searches are not case-sensitive. The linking character " | ", also often
referred to as "pipe", is interpreted as "or".
Example
The search criterion "a*|b*" shows all rows with columns that start with a or b.
Note
If you are using the linking character " | " in folder names within the BatchCC, it cannot be
resolved as a search criterion in the OS controls.
11.4.16 Sorting in BATCH OS Control

In OS controls you can sort the content in columns in the following batch lists:
● Entire list
● Planning list
● Status list
● Results list
● Favorites
● Order list
The sorting per user is persistent.
Requirement
The OS control is displayed.
Procedure
1. Click on the column name.
Result
With the first click, the contents of the column is sorted in ascending order.
The second click sorts the contents of the column in descending order.
With each additional click, sorting alternates between ascending and descending order.
SIMATIC BATCH V9.0

BATCH OS controls
11.4.17 Visualization and operation of control recipes
Visualization of the control recipe in the BATCH OS Properties control

All recipe steps of the batch control recipe are displayed in this OS control. The status of
individual recipe steps is identified by a color. The recipe overview is visible in the display area,
inside the red border in the screenshot.
Functionalities
If you double-click on a recipe procedure element (RPE) in the display area, the corresponding
tab is displayed in the tab area. There, you can make the settings and set operator actions for
the selected RPE.
The following functionalities are offered.
Display area:
● Recipe step processing in the shortcut menu
● Display and edit properties of RPEs
● Zoom function
● Scroll bar for navigation
● Search function
SIMATIC BATCH V9.0

BATCH OS controls
● Autofocus function
● Display of substructures in the tooltip, if used
● Automatic and manual update of the recipe graphic
● Use of "Manual jump" functionality
Tab area:
● Enter RPE setpoints in "Online parameter modification" mode
● Display and operate operator dialogs
● Enter and acknowledge process values
● Display and operate transition conditions. Change transition logic or transition values
Handling the control recipe view in the OS control

The control recipe view in the OS control is a constantly up-to-date image of the active batch.
The status of each recipe phase and the conditions of each transition are displayed in real
time.
You can use the zoom function ① to resize the control recipe to suit your requirements
depending on the available space. The zoom factor ② affects the size of the focus window in
the overview window. The focus window ③ can be moved in the overview window, thereby
moving the focus on the control recipe in the display area also. Settings in the control recipe
view in the display area ④ have no effect on the control recipe view on the "Control recipe"
tab in the tab area.
The shortcut menu ⑤ that opens when you select a recipe element provides commands for
processing recipes and for the size ⑥ of the recipe view within the OS control. The set layout
or arrangement of the areas in the OS control is saved as user settings if no default has been
set for the "ToolbarOrderAndVisibility" attribute.
When you activate the Synchronization button ⑦, operations and selections are synchronized
in all display areas. When the button is deactivated, operator inputs in the navigation area are
not synchronized with the corresponding recipe steps in the overview area.
A mouse click on the Search ⑧ button opens the "Search batch" dialog.
SIMATIC BATCH V9.0

BATCH OS controls

Figure 11-3 Control recipe view shortcut menu
Focus on active batch element

In the figure below, the SIMATIC BATCH OS Control Properties for a simple linear control
recipe is displayed.
Simple linear control recipes consist of an RUP and do not include synchronization, a jump,
an alternative branch or parallel branch.
Autofocus is automatically activated for batches based on such control recipes.
SIMATIC BATCH V9.0

BATCH OS controls

Figure 11-4 Focus on active batch element
The command icon Autofocus ② and Window change ④ is offered for use in the display area.
The "Overview" ① tab is displayed in the tab area. Parameters of the active batch step are
highlighted in blue ③. The active batch element is continuously opened and focused
automatically down to the recipe phase level in the display area.
Autofocus is activated or deactivated with the button ②. A mouse click on the button ④
changes the view in the tab area from the "Overview" tab to the standard tabs.
Control: SIMATIC BATCH OS Properties (Page 624)
11.4.18 Printing, viewing and exporting a batch report
11.4.18.1 Overview of printing and the print preview
OS Control "SIMATIC BATCH OS Process Cell"

You can print the batch report with the shortcut menu of a batch in the OS control "SIMATIC
BATCH OS Process Cell" or display a print preview for the batch report.
You can print or export the batch report in the print preview.
You can only open one print preview for each project. The view of the print preview is the same
view as the print preview in BatchCC.
SIMATIC BATCH V9.0

BATCH OS controls
The "Print" shortcut menu command immediately sends the entire batch report to the default
printer without further prompting. The default printer is the one set under Windows as the
default printer.
The shortcut menu commands are not available on a Web client.
Note
Access to the operating system may be possible
● When setting up the system for using XPS and PDF printer drivers
● When operating in the print preview
– "Print"
Opens system dialog to select the printer, the number of copies, etc.
– "Save" the reports (export)
Opens a system dialog to select the directory/file name
Permission management may restrict these options according to customer requirements.
Requirements
● You have made the settings in the BatchCC for reporting.
To make the settings, select the menu command Options > Settings > Project settings in
the "Report creation" area.
● You have the necessary authorizations.
To set the authorization, select the menu command Options > Permission management in
the "Operator > OS-Controls" section of the "Individual permissions" tab.
Shortcut menu commands

The table shows the available shortcut menu commands:
Shortcut menu command Authorization Function

Print > <Selection of the report template1)> Print batch report (OS All suitable report templates available on the infor‐
controls) mation server are displayed and can be selected.
Print Preview > <Selection of the report tem‐ Open print preview (OS
plate1)> controls)
Print Preview > <Selection of the report tem‐ Open print preview (OS The batch report is printed.
plate1)> "Print" button controls) and
Print batch report (OS
controls)
Print Preview > <Selection of the report tem‐ Open print preview (OS The batch report is exported.
plates1)> "Export" button controls) and
export the batch report
(OS controls)
1)
Select a suitable report template. The report templates are available on the IS.
SIMATIC BATCH V9.0

BATCH OS controls
The shortcut menu commands are available in the following tabs:

● Entire list
● Planning list
● Status list
● Results list
● Favorites
You can find information on user rights in the section "Specifying user permissions
(Page 292)".
You can find information on printing in the section "How to print a batch report (Page 662)".
You can find information on the print preview in the section "How to view the print preview
(Page 663)".
You can find information on the OS control "SIMATIC BATCH OS Process Cell" in the section
"Control: SIMATIC BATCH OS Process Cell (Page 614)".
You can find information on printing in process mode in the section "Security aspects
(Page 76)".
11.4.18.2 How to print a batch report

The function is not available on a Web client.
Requirements
● The settings for reporting are made in the BatchCC.
● The user has the required operator authorization.
● The OS control "SIMATIC BATCH OS Process Cell" is open in process mode.
Procedure
1. Select the desired tab.
2. Select the batch.
3. In the shortcut menu, select the command "Print > <Selection of the report template>".
Result
The "Print" command immediately sends the batch report without further prompting to the
default printer set under Windows.
A successful or unsuccessful print job is displayed in a message window and the "Messages"
OS control.
SIMATIC BATCH V9.0

BATCH OS controls
You can find information on the settings for reporting and the operator authorization in the
section "Overview of printing and the print preview (Page 660)".
11.4.18.3 How to view the print preview

The function is not available on a Web client.
Requirement
● The settings for reporting are made in the BatchCC.
● The user has the required operator authorization.
● The OS control "SIMATIC BATCH OS Process Cell" is open in process mode.
Procedure
1. Select the desired tab.
2. Select the batch.
3. In the shortcut menu, select the command "Print Preview > <Selection of the report
template>".
4. If you want to print the batch report, click on the "Print" button.
– A dialog appears.
In this dialog, for example, you can select a page range, select the printer and set the
number of copies.
– Click on the "Print" button in the dialog.
5. If you want to export the batch report, click on the "Export" button.
– The standard dialog "Save As" appears.
– Save the batch report.
6. Close the print preview.
Result
● Print
The "Print" command immediately sends the batch report without further prompting to the
default printer set under Windows.
● Export
The batch report is exported as a PDF.
A successful or unsuccessful print job is displayed in a message window and the "Messages"
OS control.
SIMATIC BATCH V9.0

BATCH OS controls
You can find information on the settings for reporting and the operator authorization in the
section "Overview of printing and the print preview (Page 660)".
You can find information on security aspects in the section "Security aspects (Page 76)".
11.4.19 Hide parameter

You can hide or display the parameters for phases in the "SIMATIC BATCH OS Properties"
OS control.
Requirement
● The user has the user right "Display hidden parameter (OS Controls)".
To set the authorization, select the menu command Options > Permission management in
the "Operator > OS-Controls" section of the "Individual permissions" tab.
● In the "Parameters" tab of the recipe editor, the check boxes for the affected phase
parameters are selected in the "Hide" column.
● The OS control "SIMATIC BATCH OS Process Cell" is open in process mode. The
"Parameters" tab is selected.
Symbol
Symbol Function Authorization

Default setting: "Show hidden parameters (OS controls)".
The parameters are hidden.
The parameters are displayed.
Procedure
1. Click on the icon to the display or hide the parameters.
(Page 292)".
You can find information on the OS control "SIMATIC BATCH OS Properties" in the section
"Control: SIMATIC BATCH OS Properties (Page 624)".
SIMATIC BATCH V9.0

BATCH OS controls
11.5 Control properties references
11.5.1 SIMATIC BATCH OS Master
11.5.1.1 CommunicationChannel
String.
Defines the communication channel for the selected BATCH project. All other SIMATIC
BATCH OS controls that communicate via this channel can work with this BATCH project.
Note on dynamization
An existing connection to a BATCH project is retained even when the communication channel
changes. This means the BATCH project can be used on the previous channel as well as the
new one. If you do not want this feature, terminate the connection to the BATCH project before
you change the communication channel. You can do this by deleting the project name in the
ProjectName attribute or the database identification in the DBIdent attribute.
Default value = 1, maximum value = 100.
The attribute can be dynamized with the CommunicationChannel name.
11.5.1.2 DisplayMode
The attribute "DisplayMode" has no function.
The attribute cannot be dynamized with the DisplayMode name.
11.5.1.3 ProjectName
String.
If you enter a project name, only this project is displayed and automatically connected in the
control, assuming that a project with this name is available and the "AutoConnect" attribute
has the value "Yes".
If you do not enter a project name, the behavior depends on the value of the "AutoConnect"
attribute.
By dynamizing (scripting) this property, you can also establish the connection to a BATCH
project and terminate it again with an empty name. If you specify the database identification
using the DBIdent attribute, the ProjectName attribute is ignored.
Only one BATCH project can be connected at a given time. If you want to connect to another
BATCH project, the existing connection is first closed. If several controls of the type "SIMATIC
BATCH Master" (master control) are connected to the same project through different
communication channels and a master control closes this connection, all the other master
controls will also lose the connection.
The default is no fixed project name.
The attribute can be dynamized with the ProjectName name.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.1.4 DBIdent
String.
If you enter a database identification, only the corresponding project is displayed in the control,
assuming that a project with this identification is available and the "AutoConnect" attribute has
the value "Yes".
If you do not enter database identification, the behavior depends on the value of the
"AutoConnect" attribute.
By dynamizing (scripting) this property, you can also establish the connection to a BATCH
project and terminate it again with an empty identification. If you enter the database
identification using this attribute, the ProjectName attribute will be ignored.
Only one BATCH project can be connected at a given time. If you want to connect to another
BATCH project, the existing connection is first closed. If several controls of the type "SIMATIC
BATCH Master" (master control) are connected to the same project through different
communication channels and a master control closes this connection, all the other master
controls will also lose the connection.
Default: No fixed value.
The attribute can be dynamized with the DBIdent name.
11.5.1.5 ProjectListColumnWidth
String.
Specifies the width of the table columns in the control. This is only possible if you use Gridlist
- 1 for the DisplayMode attribute. The column width setting does not depend on the column
arrangement and is separated by a semicolon.
The default values for the column width are shown in the following table.
Table column Column width

Project 130
Plant; 120
cannot be used
Computer name 120
Redundancy 130
The attribute can be dynamized with the ProjectListColumnWidth name.
11.5.1.6 ProjectListColumnOrderAndVisibility
String.
SIMATIC BATCH V9.0

BATCH OS controls
Specifies the sequence of the table headers in the OS control. This is only possible if you use
the attribute DisplayMode, Gridlist - 1. The values in the following table define the table column.
Table column Value Description

title
Project 1 Name of the BATCH project
Computer name 3 Name of the BATCH server (master)
Redundancy 4 Name of the BATCH server (standby)
The values are separated by a semicolon and entered in the following syntax: 1;3;4. By
changing the value sequence, you make a corresponding change in the column sequence. By
leaving out a value, the corresponding table column title is not shown in the OS control.
Default: 1;3;4
The attribute can be dynamized with the ProjectListColumnOrderAndVisibility name.
11.5.1.7 ProjectListColumnResizeEnabled
Boolean variable.
Specifies whether or not the column width can be changed during process mode. If yes is set,
an operator can adapt the column width in process mode.
The attribute can be dynamized with the ProjectListColumnResizeEnabled name.
11.5.1.8 ProjectListColumnFilterVisible
Boolean variable.
Specifies whether or not a filter will be displayed for each table column. If yes is set, a filter
row is inserted in the control; if no is set, no filter row is inserted.
The attribute can be dynamized with the ProjectListColumnFilterVisible name.
11.5.1.9 ToolbarOrderAndVisibility
String.
Specifies the sequence of the elements in the toolbar. If individual values are not specified,
the corresponding toolbar symbols are not displayed. The value 0 is used as a separator
(grouping of symbols). The table below lists the elements and their values:
Toolbar elements Symbol Symbol menu Value

Dock/undock 1
Undock automatically 6 / -6
Change 7
10
SIMATIC BATCH V9.0

BATCH OS controls

Activate project 2
Deactivate project 3
Update loaded project 4
Important system messages 11 / -11
The values are separated by a semicolon and entered in the following syntax, for example:
1;2;3;4. Putting the toolbar elements in a different sequence would, for example, produce the
following values: 2;;1;3;;4. Putting two semicolons between single digits is the same as a
vertical line between the toolbar elements. The example mentioned above results in the
following toolbar:
Use a negative or a positive value to specify whether or not the function "Undock automatically"
should be used by default. Example: If you enter the value -6 instead of the specified value 6
for the attribute for the "Undock automatically" function, the button is displayed in the OS control
as pressed, that is, the OS Control is automatically shown as undocked.
The attribute can be dynamized with the ToolbarOrderAndVisibility name.
11.5.1.10 ToolbarVisible
Boolean variable.
This attribute specifies whether or not the toolbar is displayed in the control.
Default: Yes, the toolbar is displayed.
The attribute can be dynamized with the ToolbarVisible name.
11.5.1.11 ContextMenuEnabled
Boolean variable.
This attribute specifies whether or not a context menu for objects is available within the control.
If yes is set, a context menu is available with additional functions.
The commands available in the context menu depend on the ToolbarOrderAndVisibility
attribute.
Default: Yes, use a shortcut menu.
The attribute can be dynamized with the ContextMenuEnabled name.
11.5.1.12 PropertiesTabOrderAndVisibility
String.
SIMATIC BATCH V9.0

BATCH OS controls
The character string specifies the logical sequence of the tabs in the properties dialogs and in
the "SIMATIC BATCH OS Properties" control.
● The following is valid for tabs with the values 1 to 8:
If a value is listed, the associated tab is shown.
If a value is not listed, the associated tab is not displayed.
● The following is valid for tabs with the values 9 / -9 to 15 / -15:
If a value is not listed, the associated tab is shown.
If a value with a negative sign is listed, the associated tab is hidden.
If a value without a sign is listed, the associated hidden tab is shown again.
Note that hiding tabs that contain configuration settings may result in malfunctions during
operator control in process mode.
Tab name Value

Order category 1
Order 2
Batch 3
Recipe structure element (RPE) 4
Transition 5
Parameter 6
Allocations 7
Comments 8
Conditions 9 / -9
Control recipe 10 / -10
Chaining 11 / -11
Favorites 12 / -12
Shortcuts 13 / -13
Messages 14 / -14
Overview 15 / -15
Default: Tab sequence 1;2;3;4;13;5;6;7;8;9;10;11;12;14;15

The attribute can be dynamized with the PropertiesTabOrderAndVisibility name.
11.5.1.13 TooltipsEnabled
Boolean variable.
This attribute specifies whether or not tooltips are displayed for objects when you hover the
mouse pointer over them in the BATCH OS Controls. This is a central Control property which
is then applied to all BATCH OS Controls.
Default: No, tooltips are not displayed.
The attribute can be dynamized with the TooltipsEnabled name.
11.5.1.14 UserRightsPriority
Enumeration.
SIMATIC BATCH V9.0

BATCH OS controls
The SIMATIC Logon user permissions system is currently used.

With "SIMATIC Logon - 1," you need to configure a BATCH application client in HW Config in
PCS 7 Engineering for the SIMATIC PC station. Only then does the PC exist in the BATCH
permission management and you can then assign the relevant rights for this PC and its
operators.
The default value is "SIMATIC Logon - 1".
The attribute can be dynamized with the UserRightsPriority name.
11.5.1.15 AutoConnect
Boolean variable
The attribute specifies whether the project on the PCS 7 OS is automatically connected in
process mode.
For the project to be automatically connected, a SIMATIC BATCH client must be configured
on each PCS 7 OS.
● Value for AutoConnect: Yes
– A project is entered for the attribute "ProjectName"
The project entered is connected automatically.
– A project is entered for the attribute "DBIdent"
The project entered is connected automatically.
– No project is entered for the attribute "DBIdent" or "ProjektName"
On a single user system, the local or redundant project is connected automatically.
● Value for AutoConnect: No
– No project is connected automatically.
Default:Yes
The attribute can be assigned dynamic properties using the name "AutoConnect".
11.5.2 SIMATIC BATCH OS Allocation
String.
Defines the communication channel for the selected BATCH project. Select the same
communication channel that you use in the "SIMATIC BATCH OS Master" control. This
ensures that you obtain the data for the unit allocation from the relevant BATCH project.
Default value = 1.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.2.2 FilterUnitName
String
With this attribute, you set a filter criterion for the "Unit" table column. Only the units with the
specified name pattern are listed. You can include wildcards in the name pattern. The following
wildcards are possible:
● ?: Wildcard for exactly one character.
● *: Wildcard for any number of characters.
Example: Entering the criterion "M*vessel". Returns all units with the initial letter "M" followed
by any number of characters and the postfix "vessel".
If there is only one unit displayed, a batch running on this unit will be displayed automatically
in the SIMATIC BATCH OS Properties control.
Default: Yes
The attribute can be dynamized with the FilterUnitName name.
11.5.2.3 ColumnWidth
String.
Specifies the width of the table columns in the control. The specified column width does not
depend on the column arrangement. The default values for column width are as follows:
Table column Column width in pixels

Unit 80
Batch 90
Batch runtime 50
Order category 65
Order 65
Master recipe 70
RUP (recipe unit procedure) 70
RUP runtime 50
ROP (recipe operation) 70
ROP runtime 50
Formula 65
The values are entered, separated by a semicolon. The attribute can be dynamized with the
ColumnWidth name.
11.5.2.4 ColumnOrderAndVisibility
String.
SIMATIC BATCH V9.0

BATCH OS controls
Specifies the sequence of the table headers in the control. The values in the following table
define the table column.
Column name Value

Unit 1
Batch 2
Batch runtime 3
Order category 4
Order 5
Master recipe 6
RUP (recipe unit procedure) 7
RUP runtime 8
ROP (recipe operation) 9
ROP runtime 10
Formula 11
The values are separated by a semicolon and entered in the following syntax:
1;2;3;4;5;6;7;8;9;10;11. By changing the number sequence, you make a corresponding change
to the column name sequence.
The attribute can be dynamized with the ColumnOrderAndVisibility name.
11.5.2.5 ColumnResizeEnabled
Boolean variable.
This attribute specifies whether or not the column width of the table in the control can be
adapted by the operator. If Yes is set, an operator can adapt the column width in process mode.
Default: Yes, the column width can be changed.
The attribute can be dynamized with the ColumnResizeEnabled name.
11.5.2.6 ColumnFilterVisible
Boolean variable.
The attribute specifies whether or not a filter row is displayed for each table column.
Default: Yes.
The attribute can be dynamized with the ColumnFilterVisible name.
String.
The attribute specifies the sequence of the elements in the toolbar. If individual values are not
specified, the corresponding toolbar symbols are not displayed in the OS control. The settings
SIMATIC BATCH V9.0

BATCH OS controls
made here also influence the shortcut menu. The table below lists the elements with their
symbols and values.

Dock/undock 1
New batch(es) 2
Change 18
17
19
20
Properties 3
Pause batch after step 4
Hold batch immediately 5
Resume batch 6
Stop batch 7
Abort batch 8
Abort batch (emergency) 9
Display control recipe 10
Update 11
Open with BCC 12

Delete batch 14
Close batch 15
Archive batch 16
The values are entered, separated by a semicolon. Changing the sequence of the symbols
would, for example, produce the following values: 1;13;;2;3;14;;4;5;6;7;8;9;;15;16;;10;11;;12.
The double semicolon or the value 0 create a vertical line separator in the toolbar. This allows
you to group the command symbols.
should be used by default. Example: If you enter the value -13 instead of the specified value
13 for the attribute for the "Undock automatically" function, the button is displayed in the OS
control as pressed, that is, the OS Control is automatically shown as undocked.
Default: 1;13;;18;17;19;20;;2;3;14;;4;5;6;7;8;9;;15;16;;10;11;;12
Boolean variable.
SIMATIC BATCH V9.0

BATCH OS controls
Default: Yes, the toolbar is used and displayed.
11.5.3 SIMATIC BATCH OS Properties
String.
Default value = 1.
11.5.3.2 OrderCategoryName
String.
With this attribute, you specify which batch from this order category will be displayed in the
control. Apart from the OrderCategoryName attribute, the OrderName and BatchName
attributes are also required to identify the batch.
As an alternative, you can use the BatchID attribute that should be preferred due to its
performance.
Default: None
The attribute can be dynamized with the OrderCategoryName name.
11.5.3.3 OrderName
String.
With this attribute, you specify which batch from this order will be displayed in the control. Apart
from the OrderName attribute, the BatchName and OrderCategoryName attributes are also
required to identify the batch.
performance.
Default: None
The attribute can be dynamized with the OrderName name.
11.5.3.4 BatchName
String.
SIMATIC BATCH V9.0

BATCH OS controls
With this attribute, you specify which batch will be displayed in the control. Apart from the
BatchName attribute, the OrderName and OrderCategoryName attributes are also required to
identify the batch.
performance.
Default: None
The attribute can be dynamized with the BatchName name.
11.5.3.5 BatchID
Long integer.
This attribute specifies which batch will be displayed in the control. The entry of a BATCH ID
has higher priority than the entry of the BatchName attribute.
Default: None
The attribute can be dynamized with the BatchID name.
11.5.3.6 TreeVisible
Boolean variable.
This attribute specifies whether or not the navigation area is displayed in the control. In the
navigation area, the recipe structure is shown in the form of folders and contents. The status
of batches is shown superimposed on the folder symbols. In process mode, the size of the
navigation area can be adapted by pressing and holding down the left mouse button.
Default: Yes.
The attribute can be dynamized with the TreeVisible name.
String.
Specifies the sequence of the symbols in the OS control toolbar. If individual values are not
specified, the corresponding toolbar symbols are not displayed in the control. For certain
toolbar symbols to not be displayed, negative values are required.
The values are separated by a semicolon and entered in the following syntax: 1;2;3;...39.
Changing the sequence of the toolbar symbols in the toolbar would, for example, produce the
following values: 2;1;;3;...39. A double semicolon or the value 0 create a vertical line separator
in the toolbar. Toolbar symbols would then be grouped individually. The settings made here
also influence the shortcut menu.

Dock/undock 1
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BATCH OS controls

Change 36
37
38
39
New batch(es) 31
Delete batch 2
Release batch 3
Cancel batch 4
Lock batch 5
Unlock 6
Start batch 7
Resume batch 10
Stop batch 11
Abort batch 12
Close batch 14
Archive batch 15
Enter comment 25
Start step 16
Pause step (after step) 17
Hold step (immediately) 18
Resume step 19
Stop step 20
Unblock step 48 / -48
Abort step 21
Abort step (emergency) 22
Reset step 23
Complete step 24
Set/Remove breakpoint 34
Acknowledge breakpoint 35
SIMATIC BATCH V9.0

BATCH OS controls

Hide parameter 28
Update 26
SFC visualization: Overview 32
SFC visualization: Pane 33
Open with BCC 29
Close 27
View -
Overview 40 / -40
Right 41 / -41
Left 42 / -42
Top 43 / -43
Bottom 44 / -44
Above 45 / -45
Below 46 / -46
30 in the attribute for the "Undock automatically" function, the button is displayed in the OS
Default:
1;30;;36;37;38;39;;31;2;;3;4;5;6;;7;8;9;10;11;12;13;;14;15;25;;16;17;18;19;20;21;22;23;24;;3
4;35;;28;26;;32;33;29;;27
Boolean variable.
11.5.3.9 ParametersListColumnOrderAndVisibility
String.
This attribute defines the sequence of the table columns in the "Parameters" tab of the
properties dialog and in the SIMATIC BATCH OS Properties control.
If values are not specified, the corresponding columns are not displayed in the control.
If you delete all values from the attribute, the columns "Low recipe limit value", "High recipe
limit value" and "Material (act)" are still displayed.
SIMATIC BATCH V9.0

BATCH OS controls
The columns "Low recipe limit value", "High recipe limit value" and "Material (act)" are hidden
in the OS control by inputting the corresponding values with negative sign.
The following columns are available:
Column name Value

Name 1
Type 2
Data type 3
Low limit 4
Setpoint value 5
High limit 6
Process value 7
Quality (1) 8
Unit of measure 9
Scaling 10
Material 11
Source 12
Target 13
Reference 14
Location 15
Location ID 16
Description 17
Time remaining 18
Note: To make the "Time remaining" table column
visible in the control, enter the assigned value 18
manually.
Effective immediately 19
Low recipe limit value 20 / -20
High recipe limit value 21 / -21
Equation 22
Note: To make the "Equation" table column visible
in the control, enter the assigned value 22 man‐
ually.
Material (act) 23 / -23
(1) The Quality column is not supported and exists only for compatibility reasons.
Default: 1;2;3;4;5;6;7;9;10;11;12;13;14;15;16;17;19
The attribute can be dynamized with the ParametersListColumnOrderAndVisibility name.
11.5.3.10 ParametersListColumnWidth
String.
SIMATIC BATCH V9.0

BATCH OS controls
This attribute defines the width of the table columns in the "Parameters" tab of the properties
dialog and in the SIMATIC BATCH OS Properties control. The default values for column width
are as follows:

Name 150
Type 75
Data type 75
Low limit 75
Low limit of the recipe 75
Setpoint value 75
High limit of the recipe 75
High limit 50
Actual value 75
Unit of measure 75
Scaling 75
Material 100
Source 75
Objective 75
Reference 70
Location 50
Location ID 150
Description 75
Immediately 40
Time remaining 75
Formula 75
Quality (1) 75
(1) The Quality column is not supported and exists only for compatibility reasons.
The values are entered, separated by a semicolon.
The attribute can be dynamized with the ParametersListColumnWidth name.
11.5.3.11 ParametersListColumnResizeEnabled
Boolean variable.
This attribute specifies whether or not the column width in the "Parameters" tab of the
properties dialog and in the SIMATIC BATCH OS Properties control can be adapted. If Yes is
set, an operator can adapt the column width in process mode.
The attribute can be dynamized with the ParametersListColumnResizeEnabled name.
11.5.3.12 ParametersListColumnFilterVisible
Boolean variable.
SIMATIC BATCH V9.0

BATCH OS controls
This attribute specifies whether or not a filter can be displayed for each table column in the
"Parameters" tab of the properties dialog and in the SIMATIC BATCH OS Properties control.
Default: Yes, a filter row is displayed for all table columns.
The attribute can be dynamized with the ParametersListColumnFilterVisible name.
11.5.3.13 AllocationsListColumnWidth
String.
This attribute defines the width of the table columns in the "Allocations" tab of the properties
dialog and in the SIMATIC BATCH OS Properties control. The default values for column width
are as follows:

Recipe assignments 100
Unit 100
Class 150
Strategy 100
Process parameter 200
Start allocation 30

The attribute can be dynamized with the AllocationsListColumnWidth name.
11.5.3.14 AllocationsListColumnOrderAndVisibility
String.
This attribute defines the sequence of the table columns in the "Allocations" tab of the
properties dialog and in the SIMATIC BATCH OS Properties control. If values are not specified,
the corresponding columns are not displayed in the control.
The values are separated by a semicolon and entered in the following syntax: 1;2;3;4;5;6. By
changing the sequence of the values, you make a corresponding change in the column
sequence.
Default: 1;2;4;3;5;6.
The attribute can be dynamized with the AllocationsListColumnOrderAndVisibility name.
11.5.3.15 AllocationsListColumnResizeEnabled
Boolean variable.
This attribute specifies whether or not the column width in the "Allocations" tab of the properties
dialog and in the SIMATIC BATCH OS Properties control can be adapted. If yes is set, an
operator can adapt the column width in process mode.
The attribute can be dynamized with the AllocationsListColumnResizeEnabled name.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.3.16 AllocationsListColumnFilterVisible
Boolean variable.
This attribute specifies whether or not a filter can be displayed for each table column in the
"Allocations" tab of the properties dialog and in the SIMATIC BATCH OS Properties control.
Default: Yes.
The attribute can be dynamized with the AllocationsListColumnFilterVisible name.
11.5.4 SIMATIC BATCH OS Batch Creation
String.
ensures that you obtain the data for the batch creation from the relevant BATCH project.
Default value = 1.
11.5.4.2 OrderCategoryName
String.
With this attribute, you specify a name for an order category in which batches will be created.
The name you enter for the order category will be displayed in the control.
Default: No name
The attribute can be dynamized with the OrderCategoryName name.
11.5.4.3 OrderName
String.
With this attribute, you specify the order in which batches will be created.
Default: None
The attribute can be dynamized with the OrderName name.
11.5.4.4 FilterRecipeEnabled
Boolean variable.
This attribute determines whether or not master recipes are displayed in the dialog for selecting
recipes/formulas. If the setting is "Yes", recipes are available for selection.
Default: Yes.
SIMATIC BATCH V9.0

BATCH OS controls
The attribute can be dynamized with the FilterRecipeEnabled name.
11.5.4.5 FilterFormulaEnabled
Boolean variable.
This attribute determines whether or not formulas are displayed in the dialog for selecting
recipes/formulas. If the setting is "Yes", formulas are available for selection.
Default: Yes.
The attribute can be dynamized with the FilterFormulaEnabled name.
11.5.4.6 FilterUnitName
String.
The attribute has no function.
11.5.4.7 FilterClassName
String.
This attribute specifies the filter for the first folder level of the master recipes or formulas in the
dialog for selecting recipes/formulas. Only folder contents with master recipes and/or formulas
matching your filter criterion are displayed in the dialog.
Default: No filter.
The attribute can be dynamized with the FilterClassName name.
11.5.4.8 FilterGroupName
String.
This attribute specifies the filter for the second folder level of the master recipes and/or formulas
in the dialog for selecting recipes/formulas. Only folder contents with master recipes and/or
formulas matching your filter criterion are displayed in the dialog.
Default: No filter.
The attribute can be dynamized with the FilterGroupName name.
11.5.4.9 FilterProductName
String.
This attribute specifies a set filter for the "Product" column of the dialog for selecting recipes/
formulas.
Default: No filter.
The attribute can be dynamized with the FilterProductName name.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.4.10 FilterFormulaCategoryName
String.
This attribute specifies a set filter for the "Formula category" column of the dialog for selecting
recipes/formulas.
Default: No filter.
The attribute can be dynamized with the FilterFormulaCategoryName name.
11.5.4.11 FilterRecipeName
String.
This attribute specifies a set filter for the "Recipe" column of the dialog for selecting recipes/
formulas.
Default: No filter.
The attribute can be dynamized with the FilterRecipeName name.
11.5.4.12 FilterFormulaName
String.
This attribute specifies a set filter for the "Formula" column of the dialog for selecting recipes/
formulas.
Default: No filter.
The attribute can be dynamized with the FilterFormulaName name.
11.5.4.13 RecipeName
String.
With this attribute, you specify a fixed name for a master recipe in the control.
The name in the OS Control in process mode is updated after a picture change.
Default: None.
The attribute can be dynamized with the RecipeName name.
11.5.4.14 FormulaName
String.
With this attribute, you specify a fixed name for a formula in the control.
The name in the OS Control in process mode is updated after a picture change.
Default: None.
The attribute can be dynamized with the FormulaName name.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.4.15 RecipeID
Long integer.
With this attribute, you store a fixed master recipe ID that will be used in the control.
Default: 0, no recipe ID.
The attribute can be dynamized with the RecipeID name.
11.5.4.16 FormulaID
Long integer.
With this attribute, you store a fixed formula ID that will be used in the control.
Default: 0, no formula ID.
The attribute can be dynamized with the FormulaID name.
11.5.4.17 BrowseRecipeOrFormulaVisible
Boolean variable.
With this attribute, you specify whether or not a browse button for recipes and formulas is
displayed in the control.
Default: Yes.
The attribute can be dynamized with the BrowseRecipeOrFormulaVisible name.
11.5.4.18 RecipeOrFormulaEnabled
Boolean variable.
With this attribute, you specify whether or not the row in which the "recipe", "formula" and
browse button are located is displayed in the control.
Default: Yes, the entire row and contents will be displayed.
The attribute can be dynamized with the RecipeOrFormulaEnabled name.
11.5.4.19 BrowseOrderAndOrderCatVisible
Boolean variable.
With this attribute, you specify whether or not a browse button for orders and order categories
is displayed in the control.
Default: Yes.
The attribute can be dynamized with the BrowseOrderAndOrderCatVisible name.
11.5.4.20 OrderAndOrderCatEnabled
Boolean variable.
SIMATIC BATCH V9.0

BATCH OS controls
With this attribute, you specify whether or not the row in which the "order", "order category"
and browse button are located is displayed in the control.
Default: Yes, the entire row and contents will be displayed.
The attribute can be dynamized with the OrderAndOrderCatEnabled name.
11.5.4.21 BatchSizeEnabled
Boolean variable.
With this attribute, you specify whether or not an operator is permitted to edit the text box for
the number of batches.
Default: Yes.
The attribute can be dynamized with the BatchSizeEnabled name.
11.5.4.22 BatchSize
Floating-point number.
With this attribute, you specify a value for the quantity in the control.
Default: 0, no quantity set.
The attribute can be dynamized with the BatchSize name.
11.5.4.23 BatchCountEnabled
Boolean variable.
With this attribute, you specify whether or not the number of completed batches is displayed
in the control.
Default: Yes.
The attribute can be dynamized with the BatchCountEnabled name.
11.5.4.24 BatchCount
Long integer.
With this attribute, you specify the required number of batches to be created.
Default: 1.
The attribute can be dynamized with the BatchCount name.
11.5.4.25 StartTimeVisible
Boolean variable.
This attribute specifies whether or not the start time of batches is displayed in the control.
Default: Yes.
SIMATIC BATCH V9.0

BATCH OS controls
The attribute can be dynamized with the StartTimeVisible name.
11.5.4.26 StartModeVisible
Boolean variable.
This attribute specifies whether or not the start mode of batches is displayed in the control.
Default: Yes.
The attribute can be dynamized with the StartModeVisible name.
11.5.4.27 StartMode
Enumeration.
With this attribute, you specify a start mode for batches. You have three options available:
● Manual - 0: Manual start.
● Instant - 1: Immediate start.
● Time - 2: Time-controlled start.
Default: Manual - 0.
The attribute can be dynamized with the StartMode name.
11.5.4.28 AutoReleaseBatchVisible
Boolean variable.
With this attribute, you specify whether or not the "Release batches automatically" check box
is displayed and can be enabled in the control.
Default: Yes.
The attribute can be dynamized with the AutoReleaseBatchVisible name.
11.5.4.29 AutoReleaseBatch
Boolean variable.
With this attribute, you decide whether or not the "Release batches automatically" check box
is enabled in the control.
Default: Yes.
The attribute can be dynamized with the AutoReleaseBatch name.
11.5.4.30 BatchNamePattern
String.
With this attribute, you store the name under which the batch will be created.
Default: None.
SIMATIC BATCH V9.0

BATCH OS controls
The attribute can be dynamized with the BatchNamePattern name.
11.5.4.31 BatchNamePatternVisible
Boolean variable.
With this attribute, you define whether or not the name under which the batch will be created
can be edited. The name displayed can be overwritten at any time with the "Create new batch"
function or a user input.
Default: Yes.
The attribute can be dynamized with the BatchNamePatternVisible name.
11.5.4.32 BatchDescription
String.
With this attribute, you specify a fixed text description for the batch to be created.
Default: empty, no text.
The attribute can be dynamized with the BatchDescription name.
11.5.4.33 BatchDescriptionVisible
Boolean variable
This attribute specifies whether or not a text box in which you can enter a batch description is
displayed in the control.
Default: Yes.
The attribute can be dynamized with the BatchDescriptionVisible name.
11.5.4.34 StartTrigger
Boolean variable.
Use this attribute in process mode to instruct the control to create a batch with the existing
settings. To use this function, set the attribute to Yes. When the control has created the batch,
the attribute is reset to No again.
If an error occurs during creation of a batch, the event "OnBatchCreationFault" is triggered.
You can react to this event by notifying the operator, for example.
Default: No.
The attribute can be dynamized with the StartTrigger name.
String.
The attribute specifies the sequence of the toolbar symbols in the toolbar. If individual values
are not specified, the corresponding toolbar symbols are not displayed in the toolbar. Two
SIMATIC BATCH V9.0

BATCH OS controls
consecutive semicolons create a vertical line separator in the toolbar. This allows you to group
the toolbar symbols individually. The settings made here also influence the shortcut menu.
The table below lists the elements with their symbols and values:

Dock/undock 1
Change 3
should be used by default. Example: If you enter the value -2 instead of the specified value 2
for the attribute for the "Undock automatically" function, the button is displayed in the OS control
as pressed, that is, the OS Control is automatically shown as undocked.
Default: 1;2;;3;4;5;6.
Boolean variable.
Default: Yes.
11.5.4.37 RecipeOrFormulaListColumnWidth
String.
This attribute defines the width of the individual table columns in the dialog for selecting recipes/
formulas. The default values for column width are as follows:

Recipe 175
Formula 160
Formula category 200
Product 75
No function. However, the value should not be deleted. 75
Class 75
Group 75

The attribute can be dynamized with the RecipeOrFormulaListColumnWidth name
SIMATIC BATCH V9.0

BATCH OS controls
11.5.4.38 RecipeOrFormulaListColumnOrderAndVisibility
String.
This attribute defines the sequence of the table columns in the dialog for selecting recipes/
formulas.
The values are separated by a semicolon and entered in the following syntax: 1;2;3;4;5;6;7.
By changing the sequence of the values, you make a corresponding change in the column
sequence. The value 5 has no function, but should not be deleted.
Default: 1;2;3;4;5;6;7.
The attribute can be dynamized with the RecipeOrFormulaListColumnOrderAndVisibility
name.
11.5.4.39 RecipeOrFormulaListColumnResizeEnabled
Boolean variable.
This attribute specifies whether or not the width of the table columns in the dialog for selecting
recipes/formulas can be adapted. If "Yes" is set, an operator can adapt the column width in
process mode.
Default: Yes.
The attribute can be dynamized with the RecipeOrFormulaListColumnResizeEnable name.
11.5.4.40 RecipeOrFormulaListColumnFilterVisible
Boolean variable.
This attribute specifies whether or not a filter row is displayed for each table column in the
dialog for selecting recipes/formulas.
Default: Yes.
The attribute can be dynamized with the RecipeOrFormulaListColumnFilterVisible name.
11.5.5 SIMATIC BATCH OS Monitor
String.
Default value = 1.
The attribute can be dynamized with the name CommunicationChannel.
SIMATIC BATCH V9.0

BATCH OS controls
String.
Specifies the width of the table columns in the control. The specified column width does not
depend on the column arrangement.
The default values for the column widths are as follows:
Table columns Column width in pixels

Message number (Msg. no.) 50
Status 75
Message 250
Date 170
The values are separated by a semicolon and entered in the following syntax: 50;75;250;170.
The attribute can be dynamized with the ColumnWidth name.
String.
Specifies the sequence of the table headers in the control. The values in the following table
define the table column.
Table header Value

Message number, Msg. no. 1
Status 2
Message 3
Date 4
The values are separated by a semicolon and entered in the following syntax: 1;2;3;4. By
changing the sequence of the values, you make a corresponding change in the column
sequence.
Boolean variable.
Boolean variable.
SIMATIC BATCH V9.0

BATCH OS controls
Default: Yes.
String.
The attribute specifies the sequence of the toolbar symbols in the toolbar. If individual values
are not specified, the corresponding toolbar symbols are not displayed in the toolbar. The
settings made here also influence the shortcut menu. The table below lists the elements with
their symbols and values:
Toolbar elements Symbol Value

Dock/undock 1
Update 2
Display properties 3
Cancel 4
Delete 5
The values are separated by a semicolon and entered in the following syntax: 1;;3;4;;5;2.
Changing the sequence of the toolbar elements would, for example, produce the following
values: 2;;1;3;4;5. A double semicolon or the value 0 create a vertical line separator in the
toolbar. This allows you to group the toolbar symbols individually in the toolbar.
Default: 1;;3;4;;5;;2
Boolean variable.
11.5.6 SIMATIC BATCH OS Process Cell
String.
Default value = 1.
The attribute can be dynamized with the name CommunicationChannel.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.6.2 FilterOrderCategoryName
String
This attribute defines the filter of the order category column. In this way, you can restrict the
displayed batches to the order category specified in the filter. The following wildcards are
possible:
Default: None.
The attribute can be dynamized with the FilterOrderCategoryName name.
11.5.6.3 FilterOrderName
String.
This attribute defines the filter of the order column. In this way, you can restrict the displayed
batches to the order specified in the filter. The following wildcards are possible:
Default: None.
The attribute can be dynamized with the FilterOrderName name.
11.5.6.4 TabOrderAndVisibility
String.
The attribute defines the sequence of the tabs and which tabs are shown in the OS control. If
you leave out values in the attribute or if you use a value with a negative sign instead, this tab
is not shown in the OS control.
Example: 1;2;3;4;6;-5. The "Favorites" tab is not shown in the OS control "Process cell". The
tabs are shown in the following sequence from left to right in the OS control "Process Cell":
"Entire list", "Planning list", "Status list", "Results list", "Order list".
Default values: 1;2;3;4;5;6
The following values are available:
● 1: Entire list tab
● 2: Planning list tab
● 3: Status list tab
● 4: Results list tab
● 5: Favorites tab. This tab is always shown without specification of the value. If the tab is
not to be shown in the OS control, it must be entered with a negative sign.
● 6: Order list tab. This tab is always shown without specification of the value. If the tab is
not to be shown in the OS control, it must be entered with a negative sign.
The attribute can be dynamized with the TabOrderAndVisibility name.
SIMATIC BATCH V9.0

BATCH OS controls
11.5.6.5 TreeVisible
Boolean variable.
This attribute specifies whether or not a navigation area is displayed in the control. The batch
process cell is displayed in the navigation area with its order category and order folders. In
process mode, the size of the navigation area can be adapted by pressing and holding down
the left mouse button.
Default: Yes.
The attribute can be dynamized with the TreeVisible name.
String.
This attribute specifies the width of the table columns in the following OS control tabs: "Entire
list", "Planning list", "Status list", "Results list" and "Favorites". The column widths for the table
columns in the "Order list" tab are entered separately following the delimiter "#". The specified
column width does not depend on the column arrangement. The values are entered, separated
by a semicolon. The default values for column width are as follows:

Batch 140
Order category 100
Order 100
Batch ID 40
Master recipe 75
Formula 75
Product 75
Status 50
Current quantity 75
Planned quantity 170
Mode 170
Chart start 75
Start time 75
Planned end 75
End time 170
Chaining 170
Predecessor 50
Successor 75
Delimiter "#" -
Order 140
Order category 100
Status 50
Product 60
Planned quantity 50
Currently planned quantity 50
SIMATIC BATCH V9.0

BATCH OS controls

Current quantity 50
Unit of measure 40
Batches 40
Earliest start 170
Latest finish 170
The attribute can be dynamized with the ColumnWidth name.
String.
The attribute defines the sequence and display of the table columns for the tabs in the OS
control.
The values are separated by a semicolon and entered in the following syntax:
1;2;3;4;5;6;18;7;17;8;9;10;15;11;16;12;13;14#1;2;3;4;5;6;7;8;9;10;11.
By changing the sequence of the values, you make a corresponding change in the column
sequence in the OS control.
If you leave out values in the attribute, the corresponding columns are not displayed.
If you delete all values from the attribute, the columns "Chaining", "Predecessor", "Successor",
"Product" and "Actual quantity" are still displayed.
The columns "Chaining", "Predecessor", "Successor", "Product" and "Actual quantity" are
hidden in the OS control by inputting the corresponding values with negative sign.
Column header Value

Batch 1
Order category 2
Order 3
Batch ID 4
Master recipe 5
Formula 6
Product 18 / -18
Status 7
Actual quantity 17 / -17
Planned quantity 8
Mode 9
Planned start 10
Start time 15
Planned end 11
End time 16
Chaining 12 / -12
Predecessor 13 / -13
Successor 14 / -14
Delimiter "#" -
SIMATIC BATCH V9.0

BATCH OS controls
Column header Value

Order 1
Order category 2
Status 3
Product 4
Planned quantity 5
Currently planned quantity 6
Actual quantity 7
Unit of measure 8
Batch 9
Earliest start 10
Latest finish 11
Boolean variable.
Boolean variable.
Default: Yes.
String.
This attribute specifies the sequence of the symbols in the OS control toolbar. If individual
values are not specified, the corresponding symbols are not displayed in the toolbar.
The values are separated by a semicolon and entered in the following syntax: 1;13;;18;17;...26.
Changing the sequence of the elements would, for example, produce the following values:
2;13;;17;...26. Two consecutive semicolons or the value 0 create a vertical line separator in
the toolbar. This allows you to group the toolbar symbols individually. The settings made here
also influence the shortcut menu.
SIMATIC BATCH V9.0

BATCH OS controls
The table below lists the elements with their symbols and values:

Dock/undock. 1
Undock automatically. 22 / -22
New batches 2
Properties 3
Delete batch 4
Release batch 5
Cancel batch 6
Lock batch 7
Unlock 8
Start batch 9

Resume batch 12
Stop batch 13
Abort batch 14
Close batch 16
Archive batch 17
Display control recipe 18
Enter comment 19
Update 20
Open with BCC 21
Change 24
25
23
26
22 for the attribute for the "Undock automatically" function, the button is displayed in the OS
Default: 1;22;;24;25;23;26;;2;3;4;;5;6;7;8;;9;10;11;12;13;14;15;;16;17;19;;18;20;;21
Boolean variable.
SIMATIC BATCH V9.0

BATCH OS controls
11.6 OS controls on a Web client
Default: Yes, the toolbar is used or displayed.


You can display OS controls on a Web client.
Requirements
● In the engineering system, a SIMATIC BATCH client must be configured, compiled,
downloaded, etc. in the PC station of the Web server.
● The role and rights must be set up (see "Role and Rights").
● The plug-in must be installed (see "Plug-in" section).
● The required number of "BATCH Web Client" license keys is installed on the SIMATIC
BATCH server.
● The basic requirements for Web option for OS are met.
You can find information on the roles, rights, and plug-ins in following paragraphs.
Roles and rights

The "WebClientUser" role must be available and configured in the roles management of
SIMATIC BATCH.
The "WebClientUser" role is used as the name in all languages.
The "WebClientUser" role is created automatically by the system and cannot be edited or
deleted.
Specify the rights for the "WebClientUser" role in the permission management. In the factory
state, rights have not yet been assigned to roles.
Note
All users, regardless of their specific user login, work in the Web client with these rights.
Even if the user in SIMATIC BATCH system is a member of other groups and possibly has
more or fewer rights, this does not affect the Web client.
To define the rights, select the menu command Options > Permission managementin the
"WebClientUser" area of the "Individual permissions" tab.
The rights of the "WebClientUser" role are always used for the operation of the OS controls
on the Web client. All users work with the same "virtual" user and therefore also have the same
rights.
For technical reasons, all of the operations on the Web client are not linked to the logged-on
user, but instead to a "virtual" user, "WebClientUser". The data in audit trails, logs, etc.
therefore include the entry "WebClientUser" instead of the actual user logon. For this reason,
SIMATIC BATCH V9.0

BATCH OS controls
all user settings, for example, the sort order of lists, are shared by all users working per Web
client. A setting for the specific user is currently not possible.
You cannot achieve superuser status the Web client. This means no operations can be
performed that are only allowed for users who have a super user role. This applies even if the
logged-on user in SIMATIC BATCH has a super user role. This is not taken into account for
logging on to the Web client.
Plug-in
Additionally install the "SIMATIC Batch OS Controls" plug-in on the Web Client for SIMATIC
BATCH.
Special notes
● The name of the logged-on user is not displayed on the Web client.
"WebClientUser" is displayed as the name.
● If you use the WinCC option "WinCC/Audit", the name "WebClientUsers" is displayed in
the audit.
● The performance on a Web client depends on external factors and is typically below the
performance of a normal client.
External factors include:
– Load on the server
– Network load
– Quantity structure
● The shortcut menu commands "Print, Print Preview, SFC Visualization Overview, SFC
Visualization Pane" are not available for use on a Web client.
● A Web client always connects only with the PCS 7 project on the Web server. If other
projects are specified in the properties of the OS controls, they are not taken into account
in the Web environment.
Behavior with missing license key

If there is no "BATCH Web Client" license key for the BATCH Web Client on a BATCH Server
PC, an error message is displayed on the BATCH Web Client when a connection is to be
established.
A connection is not possible without license.
(Page 292)".
You can find information on software components, areas of application, configuration options
and commissioning Web options in the manual Process Control System PCS 7; Web Option
for OS.
You can find information on licenses in the section "Licenses (Page 85)".
SIMATIC BATCH V9.0

Differences between BatchCC and BATCH OS
controls 12
12.1 Overview
Introduction
The sections below describe the differences between the BATCH Control Center (BatchCC)
and the BATCH OS controls.
● Additional functions in the BATCH OS controls (Page 700)
● Functions that are not available in the BATCH OS controls (Page 700)
● Differences between BatchCC and BATCH OS controls (Page 701)
BATCH OS controls
The BATCH OS controls give users the option to monitor and control the batch process directly
from the process pictures without having to call an additional BATCH application.
They are intended for pure process cell operation in runtime and therefore have limited operator
input rights when compared to the Batch Control Center.

The BATCH Control Center (BatchCC) includes additional functions for administration and
batch planning that do not have to be accessible for the regular process cell operator.
You will find additional information on the BATCH Control Center in the section "BATCH Control
Center (Page 257)".
You will find additional information on the BATCH OS controls in the section "BATCH OS
controls (Page 599)".
SIMATIC BATCH V9.0

Differences between BatchCC and BATCH OS controls
12.2 Additional functions in the BATCH OS controls
12.2 Additional functions in the BATCH OS controls

The table below lists functions that are only available in the OS controls:
Function Description
Unit list with RUP/ROP The current allocation of a unit is displayed until it is allocated again.
You can call additional functions in the shortcut menu of the unit.
Release and service mode You can do the following for units using BATCH OS controls:
for units ● Switch service mode on/off
● Switch release on/off
Scripting/configuration op‐ The BATCH OS controls are implemented as ActiveX components and
tions can be integrated in process pictures.
This gives you a wide variety of options for parameter assignment.
You can also access BATCH OS controls with the help of OS scripting.
Logging of actions The user actions are only logged in a list in BATCH OS controls. This
list is deleted and generated again with a picture change.
Parameter overview for line‐ There is a special table display for linear recipes.
ar recipes (autofocus) Linear recipes with branches, loops or similar are possible.
12.3 Functions that are not available in the BATCH OS controls

The table below lists functions that are not available in the BATCH OS controls:
Electronic signature No configuration and input of electronic signatures
If an electronic signature is required, a message with a reference to the
configured electronic signature is shown.
Update process cell Menu command is not available.
A message box stating that the process cell must be updated (new data
downloaded by the ES) is not displayed.
Structure change (OSC) Menu command is not available.
Rights/User management Menu command is not available.
The rights are not displayed and cannot be edited.
Project/User settings Menu command is not available.
The project and user settings are not displayed and cannot be edited.
Backup/Restore Menu command is not available.
Export/Import Menu command is not available.
Neutral folders Neutral folders created and displayed in the BatchCC below the top
"Orders" level are not displayed and cannot be edited.
Flat recipes (batch planning) The graphical representation of the content of flat recipes is not possi‐
ble.
Only the batch headers are visible. The header displays parameters,
for example.
Menu commands at batch level are possible.
Note
Operator instructions are not supported.
SIMATIC BATCH V9.0

Chaining and unit allocations No Gantt chart for chaining and unit allocations
Alternative representations in table form are possible.
Libraries The libraries are not displayed.
Formulas/Formula catego‐ Formulas/Formula categories cannot be edited.
ries Only the selection when creating a new batch, for example, is possible.
Display of elements that are Menu command is not available.
currently being processed
Comparing recipes/libraries Menu command is not available.
Editing recipes/libraries/for‐ Menu commands or elements are not available.
mulas/formula categories/
materials (create, open, re‐
lease, revoke release, etc.)
Log Menu command is not available.
Commenting PCS 7 OS mes‐ Menu command is not available.
sages
Detailed information in case Plausibility errors are not displayed in detail but only as general error
of a batch release message.
Create batch: Menu command is not available.
Automatic calculation of the
batch number including quan‐
tity
Save batch as recipe Menu command is not available.
Wait NOPs The runtime cannot be changed.
"Process tags" tab The tab is not displayed in the "SIMATIC BATCH OS Properties" control
for recipe objects of the control recipe.

The table below lists functions that are resolved differently:
Function BATCH OS controls BatchCC

Basic structure and function‐ Since the BATCH OS controls are Display and operating paradigms
ality of the user interface configured based on a component are uniform.
approach, the display and operat‐
ing paradigms are not uniform.
Operator dialog The operator dialogs are not The operator dialogs are opened
opened as separate windows. as separate windows.
Properties of recipes/batches All parameters are shown in a list BatchCC has multiple tabs for dif‐
in the BATCH OS controls. ferent parameters (PP, PI, PO,
Configured MES sync requests TP).
are displayed in a graphic but not Configured MES sync requests
in the form of a parameter list are displayed in a separate tab in
BatchCC.
Online help The standard help can optionally There is an F1 help.
be activated via the settings of the
operator station.
There is no F1 help.
SIMATIC BATCH V9.0

Function BATCH OS controls BatchCC

Command interlock during The commands (menu items) are The commands (menu items) are
process cell update offered independently of the proc‐ not offered during a process cell
ess cell status. update.
A corresponding message box is
displayed during execution of a
command while the process cell is
being updated.
Query whether the BATCH Query does not take place. The query is made when BatchCC
Control server is to start with‐ starts.
out redundant partner
Change setpoints while Change to phases, transitions and Changes only possible to recipe
batch is planned the recipe header is possible header
Recipe elements (e.g. Individual elements can be given Recipes, libraries, formulas, batch‐
phase) as "Favorite" the "Favorite" attribute. es, etc. can be stored for direct ac‐
These elements are shown in the cess in the "Shortcuts" window
"Favorites" list. with drag-and-drop.
Batch in tree view Internal batch elements are dis‐ Only the recipe header or batch
played in a tree view. header is displayed.
Release batches automati‐ The "Release batches automati‐ The function can be activated and
cally cally" function can be activated deactivated in the "Batches/Re‐
and deactivated with the "Release lease batches automatically"
batches automatically" check box. project settings.
Note Note
The function is independent and The function is independent and
does not have an effect on the does not have an effect on the
function in the BatchCC. function in the "Create batch" OS
control.
Permission of the logged-on This right does not have an effect The properties are only displayed
user "Display properties" on the behavior in the OS controls. if the check box was activated in
The properties are always dis‐ permission management.
played.
SIMATIC BATCH V9.0

Recommended procedure 13
13.1 How do I restore a SIMATIC BATCH server to its original state?
Question
How can I restore a SIMATIC BATCH server to its original state?
Objective
The aim is to restore a previously created backup file of recipe data on the SIMATIC BATCH
server using the Options > Restore command.
Requirements
● The database of the SIMATIC BATCH server must be empty or must not yet exist.
● You have created a backup file in the BatchCC using the Options > Backup command.
● You must archive required batch data beforehand in the BatchCC. These data are not
included in the backup file.
Procedure
1. Exit all SIMATIC BATCH applications in the process cell and exit the BATCH Launch
Coordinator. Right-click the corresponding symbol on the Taskbar > Exit. This ensures that
BATCH processes do not prevent the deletion action in the following step.
2. In the released BATCH folder "sbdata" on the SIMATIC BATCH server, delete the following
folders. The location of the BATCH folder "sbdata" depends on the type of installation and
the operating system used, as follows. Open the "Shares" folder in Computer Management
under System > Shared Folders > Shares. The shared folder name is "BATCH" and the
folder path is also displayed.
– Delete the "EDS" folder (on a "distributed system", this folder is located on the OS
server).
– Delete the relevant project folder "SB8_*"
If there are several BATCH project folders, the corresponding project can be verified
according to the information in the "PCellName" and "ProjectName" rows of the
"SB8_*.INI" file.
3. If you are using a redundant configuration, perform steps 1 and 2 on the redundant SIMATIC
BATCH server.
4. Load the batch files from the ES (SIMATIC Manager) in the BATCH configuration dialog to
the BATCH server(s). This will generate a new project folder: "SB8_*".
5. Start the BATCH Launch Coordinator. Start > SIMATIC > BATCH > BATCH Launch
Coordinator.
SIMATIC BATCH V9.0

Recommended procedure
13.2 What should I know about the BATCH project database?
6. Activate the SIMATIC BATCH Launch Coordinator. Right-click the corresponding symbol
on the Taskbar > Startup/shutdown > Start. The BATCH Launch Coordinator can also be
started automatically depending on the settings you have made there.
7. Start the BatchCC and load the backup file of the BATCH project data using the Options >
Restore command.
Result
You have restored the SIMATIC BATCH server to its original state and then reloaded the
project data from the back up file onto the server.
See also
Restore (Options menu) (Page 1021)
13.2 What should I know about the BATCH project database?
Project database
The BATCH project database grows continually as a result of your entries and configurations.
The growth of the database affects the response time for reading data from the database and
slows down your system. To prevent this, you can remove unnecessary data records from the
database.
Tips:
● Close completed batches. Command in the shortcut menu: Close
● Archive closed batches. Command in the shortcut menu: Archiving
● Delete archived batches. Command in the shortcut menu: Delete object.
● The following settings on the "Batches" tab of the project settings in the BatchCC perform
the actions listed above automatically:
– Close and archive batches automatically
– Automatically delete archived batches
– Allow deleting of completed, not archived batches Note that with this setting, the batch
was not archived and the batch data is therefore no longer available.
SIMATIC BATCH V9.0

13.3 What effects do changes to SFC types have on SIMATIC BATCH?
Changes to the configuration with and without changing the interface

Changes to SFC types in the PCS 7 basic engineering may or may not lead to interface
changes. Depending on this, the configuration procedures to update your batch process cell
will differ. Updating the batch process cell also has effects on the behavior of batches in process
mode and also on objects you have created in the BatchCC.
Changes to the SFC type Interface change?

Adding parameters
Deleting parameters Yes
Changing the type of the parameter (for example Bool to Real)
Renaming parameters
Changing setpoint limits
Changing the unit of a parameter No
Changes to the step and transition configuration
The term "Parameter" used in the table means only BATCH-relevant parameters such as
control strategies and setpoints.
Flowchart for configuration steps

The following flowchart illustrates the steps in configuration for changes in the PCS 7 basic
engineering and in the SIMATIC BATCH engineering.
Note
Any changes to the project must always be clarified with all the configuration engineers
involved in the project.
SIMATIC BATCH V9.0

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SIMATIC BATCH V9.0

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SIMATIC BATCH V9.0

Effects on objects in BatchCC and on batches

Interface changes and their application to the BATCH Control Center or the active batch
operation have the following effects:
● You can release and start planned batches.
● You can start released batches.
● Running batches. Definition: After updating the process cell, all the units specified in the
master recipe are allocated a batch and the batch is in the "Running" status.
– The batch is continued as far as the recipe step in which the interface change was made.
– The batch changes to the error status at this point. The "red lightning" icon is displayed
for the batch in the BatchCC.
– You then need to control and operate the modified equipment phase manually using a
suitable faceplate in your process picture (WinCC Runtime).
– Reset the step with the error in the BatchCC.
– Resume the batch following the manually operated equipment phase.
● Running batches. Definition: After updating the process cell, none of the units specified in
the master recipe is allocated yet or the units are waiting for allocation.
– The unit in which the change was made cannot be allocated to the batch. In process
mode, a WinCC message is generated and displayed. In the Batch CC, the "red
lightning" icon is displayed for the batch.
– Reset the step with the error in the BatchCC and start it again.
Effects of interface changes in the basic engineering on existing master recipes

A change to the SFC type with an interface change can have the following effects on existing
master recipes and batches:
● Master recipes in which objects of the modified SFC type are used, lose their release
(release invalid).
● Created batches that use a copy of the master recipe cannot be released.
● Released batches lose their release and are invalid. These batches cannot be used and
must be deleted.
● Running batches can change to the error status and later recipe phases are no longer
started since the instance of the SFC type is held and can no longer be started.
Reaction to errors in the validation

To eliminate errors reported during validation or to confirm changes made to your SFC types,
click on the relevant error row in the validation dialog and exit the dialog with the "OK" button.
This confirms the changes to the instance.
General information
Whenever you make interface changes, warning dialogs are displayed pointing out the
possible consequences.
SIMATIC BATCH V9.0

13.4 How are IEPH/IEOP blocks connected to the user blocks?
Changes to SFC types without changes to the interface do not have effects on running batches
in SIMATIC BATCH.
Special case
if you want to connect a recipe step to a self-created user block (SCL code), you should base
this on description below.
The IEPH/IEOP block acts as an interface

The IEPH/IEOP block serves as the interface between a BATCH recipe step of the type RPH
(recipe phase) and a self-created user block in the automation system for control and status
information.
Description of functions
The IEPH/IEOP block is used to pass on the batch control commands to the user block (basic
function blocks) and process the status messages of the user block in the status word of the
IEPH/IEOP block for batch control.
The user block contains the status processing for an equipment phase. The internal algorithm
only permits the status transitions described below.
Note
The user program must comply precisely with these conditions so that SIMATIC BATCH can
process the "equipment phase" according to the BATCH specifications.
The user block must be processed in the same cycle as the corresponding IEPH/IEOP block.
SIMATIC BATCH V9.0

Interfaces for BATCH and PCS 7 OS (WinCC)

Communication between the BATCH control server (BCS), WinCC Data Manager and CPU
is displayed in the image below.
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via the WinCC Data Manager. The UNIT_PLC passes the allocation on to the IEPH/IEOP
SIMATIC BATCH V9.0

block. SIMATIC BATCH controls the IEPH/IEOP block via the S7 DOS connection between
SIMATIC BATCH and the AS. As shown in the previous image, the IEPH/IEOP block passes
its control commands on to the interconnected user block.
BATCH-related input and output parameters

The user block interconnected with the IEPH/IEOP block requires the following parameters:
IN parameter OUT parameter Parameter type Description

BA_EN BOOL Enable for BATCH
START BOOL Command: Start
HOLD BOOL Command: Hold
STOP BOOL Command: Stop
ABORT BOOL Command: Abort
RESET BOOL Command: Reset
COMPLETE BOOL Command: Complete
CONT BOOL Continuous operation
STEP_NO DWORD Batch step number
BA_ID DWORD Batch ID
BA_NAME STRING[32] Batch name
OCCUPIED BOOL Unit allocation
BA_STATE DWORD Status word for BATCH
Allocation of the status word "BA_STATE"

The status word BA_STATE must have the following allocation:
Bit Hex value Meaning Bit Hex value Meaning

0 0x0000 0001 IDLE 16 0x0001 0000 Reserved
1 0x0000 0002 RUNNING, ISA-88 17 0x0002 0000 Automatic /
state manual
2 0x0000 0004 COMPLETED, 18 0x0004 0000 Release for
ISA-88 state batch
3 0x0000 0008 HELD, ISA-88 state 19 0x0008 0000 Error monitor‐
ing time
4 0x0000 0010 ABORTED, ISA-88 20 0x0010 0000 Reserved
state
5 0x0000 0020 READY, ISA-88 21 0x0020 0000 Update (write
state setpoint and
process val‐
ues)
6 0x0000 0040 STOPPED, ISA-88 22 0x0040 0000 Lock start
state
7 0x0000 0080 Not used 23 0x0080 0000 Continue op‐
tion
8 0x0000 0100 Not used 24 0x0100 0000 Allocated
SIMATIC BATCH V9.0

Bit Hex value Meaning Bit Hex value Meaning

9 0x0000 0200 STARTING, ISA-88 25 0x0200 0000 Reserved
state
10 0x0000 0400 RESUMING, 26 0x0400 0000 Reserved
ISA-88 state
11 0x0000 0800 COMPLETING, 27 0x0800 0000 Reserved
ISA-88 state
12 0x0000 1000 HOLDING, ISA-88 28 0x1000 0000 Reserved
state
13 0x0000 2000 ABORTING, 29 0x2000 0000 Reserved
ISA-88 state
14 0x0000 4000 STOPPING, 30 0x4000 0000 Reserved
ISA-88 state
15 0x0000 8000 Not used 31 0x8000 0000 General error
Note
The BA_STAT status word can contain an ISA 88 status and other operating modes (for
example automatic or manual). It is not possible for more than one ISA -88 status to be present
at the same time. The continuous mode may only be set in the ready to complete status.
SIMATIC BATCH V9.0

State transition diagram of an equipment phase

The illustration below shows the state transition diagram, which must be displayed by the user
block.
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SIMATIC BATCH V9.0

13.5 How are transfer parameters configured and used?
13.5 How are transfer parameters configured and used?
Introduction
Transfer parameters use locations of the type "LOCATION" (Source, Via, Dest). The term
"location" denotes input and output points in units, for example, the outlet valve of a tank.
You can select a previously defined location in a recipe as a transfer parameter and continue
to use its unique value in batch mode in your automation program.
Configuration
1. Locations are created as an equipment property of data type "LOCATION" under equipment
properties in the global declarations in the SIMATIC Manager. The settings "Source", "Via"
and "Dest" (destination) are provided as additional properties. A location can have all
properties (Source, Via, Dest).
2. In the equipment properties of a unit (Plant view), you create a new instance of the location
using a new equipment property. Assign the global location under type in the object
properties. Now the object is instantiated and given a system-wide unique value or a
number.
3. Open the SFC type or the interface block of the corresponding technical function in which
you want to use the transfer parameter. Create a new setpoint in the characteristics. In the
new declaration line, assign a name and select the appropriate transfer parameter in the
"Data type" column. The block is supplemented with the new inputs/outputs when the CFC
chart of the technical function is updated.
4. Once the engineering of the AS, PCS 7 OS and BATCH is completed, you can use the
defined transfer parameters when creating recipes and assign the instanced locations.
Result
In batch mode, the value of the location is written to the corresponding technical function by
the transfer parameter. The pending value at the corresponding block output can be used, for
example, for route control using SIMATIC Route Control.
Display of transfer parameters (Page 652)
"Location" dialog (Page 877)
"Transfer parameter" tab (Page 811)
Selecting types of locations for transfer parameters (Page 591)
SIMATIC BATCH V9.0

13.6 How do I use S7-PLCSIM with SIMATIC BATCH for AS-based operation?
13.6 How do I use S7-PLCSIM with SIMATIC BATCH for AS-based

operation?
S7-PLCSIM
In S7-PLCSIM, you can run and test your STEP 7 user program in a simulated programmable
logic controller (PLC).
With a few adjustments, on a single station you can set up an existing PCS 7 project with
SIMATIC BATCH for use with S7-PLCSIM.
Note
Simulation for testing purposes only
All of the following settings apply exclusively to simulation for testing purposes on a single-
station system with no connection to real automation systems.
If you want to return to plant operation following a test simulation, you must take all the required
actions described in reverse order.
Note
TCP/IP
S7-PLCSIM can only communicate via an S7 connection based on the TCP/IP protocol.
Objective
The objective is to operate and monitor batch processes in BatchCC for testing purposes, the
recipe logic of which runs in the automation system and is simulated in S7-PLCSIM.
Requirements
● Installation of SIMATIC PCS 7 option S7-PLCSIM V5.4 SP5 Upd1
● An open PCS 7 project with SIMATIC BATCH in the SIMATIC Manager
● Master recipe containing recipe unit procedures (RUPs) that are executed on the AS
Procedure
1. In the SIMATIC Manager, click on the menu command Options > Simulate Modules. This
starts S7-PLCSIM. In the selection list, select the "PLCSIM (TCP/IP)" connection type and
set Menu > Run > Mode selector position to RUN-P.
2. Open HW Config for your AS. Open the object properties for the configured communication
processor and check if the "Store configuration data on the CPU" is activated in the
"Options" tab. This setting is mandatory for S7-PLCSIM.
SIMATIC BATCH V9.0

13.6 How do I use S7-PLCSIM with SIMATIC BATCH for AS-based operation?
3. Compile the hardware configuration and download it to S7-PLCSIM. After download, the
connection type set in S7-PLCSIM is applied and displayed in the status line of SIMATIC
Manager.
4. Open NetPro. Save and compile your network configuration. Then select your AS and
download the selected station to S7-PLCSIM as well. The PC station does not have to be
downloaded because the communication with the AS is not controlled by the Station
Configuration Editor. Close Netpro and HW Config.
5. Open a CFC and compile the entire program. After loading the CFCs to the AS, close CFC.
6. Select the PCS 7 OS in your PC station and compile it. Click on the "Connection" button
here in the wizard. In the "Select the Network Connection" dialog, check or select TCP/IP
in the "WinCC Unit" column for the Ethernet subnet and click "OK". Then perform all further
steps in the wizard and click "Compile" at the end.
7. Open the PCS 7 OS and check in WinCC Explorer whether the new connection setting has
been adopted. To do this, select in the Tag Management > SIMATIC S7 Protocol Suite, the
TCP/IP channel unit and click on "System Parameters" in the shortcut menu. Switch to the
"Unit" tab and check whether "PLCSIM.TCPIP.1" is set in the selection list under "Logical
device name". If not, select the appropriate entry from the drop-down list (see information
on the status bar in SIMATIC Manager), and apply the setting.
8. Open the BATCH configuration dialog in SIMATIC Manager and make all the additional
BATCH configurations there.
9. Select your AS in the process cell data. Select the "Simulation (TCP/IP) on/off" option in
the properties. Then load the SIMATIC BATCH server. Make sure that memory
configuration of your CPU and the corresponding allocation used for the recipe logic are
entered and selected for AS-based mode.
10.Save the simulation with the menu command Simulation > Save target system as.
11.To allow the S7 connection to be established to the AS, the "SIMATIC BATCH Server
Control Service" must be started manually in the user context and not in the system context.
– Open the "Services" dialog via Start> Run under the "services.msc" item for this.
– Double-click on "SIMATIC BATCH Server Control Service".
– Change to the "General" tab.
– Select "Manual" from the drop-down list.
– Open the "Log On" tab.
– Select the "This Account" option.
– Click on the "Browse ..." button.
– In the input box, enter the local administrator of the work group or the domain from your
Windows user management.
– Click the "Check Name" button.
The user selected here, must also be used for the Windows logon to use PLCSim.
– Click on the "OK" button.
– Close all open dialogs.
SIMATIC BATCH V9.0

13.7 How do I configure and use dynamic unit parameters?
12.For the Windows Server and Windows 7 operating systems, the BATCH Control server
must be modified in such a way that it is started as an interactive user and not by the launch
coordinator in system mode.
– To do this, open the "Properties of Bfserverhostx" dialog by selecting Start > Run and
specifying "dcomcnfg".
– Select the DCOM configuration "Bfserverhostx".
– Click on "Properties" in the shortcut menu.
– Change to the "Identity" tab.
– Select the "Interactive user" option.
– Close the dialog with "OK".
13.Restart your PC.
14.Open the "Services" dialog via Start> Run specifying "services.msc".
15.Start the "SIMATIC BATCH Server Control Service".
This step is required after every restart of the PC.
16.After BATCH Runtime starts again, start BatchCC.
17.Update the process cell to adopt the data.
18.Create a new batch that uses a control recipe in which recipe unit procedures are executed
in the AS.
19.Release the batch.
20.Start the batch for simulation.
Result
They have simulated your user program in S7-PLCSIM.
13.7.1 How do I configure parameter steps?

A parameter step refers to a recipe step in a master recipe at which parameter values are
configured that are passed to a unit. During configuration in the Recipe Editor, the parameter
step is identified by a special symbol, a frame at the recipe step symbol. In this example, you
pass setpoints to a unit that you then query in a transition condition. To control the properties
of units using batch control, some configurations in components from basic engineering and
BATCH engineering are required.
Requirements
● The software and the project have been updated.
● You are using BATCH blocks from the current block library.
SIMATIC BATCH V9.0

Description of configurations
The configurations below give you an exemplary overview of the different configuration steps
and the possible applications of your processes.
Creating an enumeration
1. Open the "Enumerations" folder in SIMATIC Manager within the "Shared Declarations" of
your project. Create a new enumeration. Example: "TA_states".
2. Create two values for the unit property "UnitState", for example, clean and dirty.
Figure 13-4 Creating an enumeration
SIMATIC BATCH V9.0

Opening the CFC chart of a unit and editing block connections

1. Open a CFC chart of an existing unit and make the "UnitStatus" connection visible in the
project properties.
When you place the "UNIT_PLC" block from the BATCH library listed above as new instance
in your chart, it along with other block connections is already visible.
2. Double-click the visible connection and select the "TA_states" enumeration you created
under Enumeration.
3. Then select the value of the enumeration, for example, clean and exit the dialog.
Figure 13-5 Selecting enumeration at block contact
4. Compile and download the CFC charts and exit CFC afterward.
SIMATIC BATCH V9.0

Engineering in the BATCH configuration dialog

1. To make the new configuration data available in SIMATIC BATCH, you have to generate/
propagate the batch types and compile/merge the batch instances. To do so, open the
BATCH configuration dialog in SIMATIC Manager and start these actions.
2. If necessary, transfer the BATCH messages to the PCS 7 OS, and then download your
Batch process cell.
PCS 7 OS
1. Compile and download your PCS 7 OS.
2. Start process operation on the PCS 7 OS.
Engineering in BatchCC and in the Recipe Editor

1. If BATCH Runtime has not been started in the BATCH launch coordinator, start it with the
corresponding command from the shortcut menu of the BATCH launch coordinator.
2. Open BatchCC and update your batch process cell. Only then can the new engineering
data be used in SIMATIC BATCH.
3. Open a master recipe in which you want to configure a new parameter step.
4. Insert a recipe function or a recipe operation which includes the recipe function in the
corresponding unit procedure.
5. Open the object properties of the recipe function and select "Unit" under function in the
"General" tab. In the "Parameter" tab, select the value that the function is to include during
batch execution, here "dirty".
6. Save the recipe.
SIMATIC BATCH V9.0

7. You can use the property passed to the unit in a transition query, for example. Another
equipment phase is only executed, for example, when the property of the unit is "clean". In
this case, you configure a process tag as operand1 in the transition wizard and a constant
as operand2. The process tag (clean, dirty) is available under "_Unit_Properties" >
"UnitStatus_Param".
Figure 13-6 Configuring the transition condition
8. Save your master recipe and release it for production. The final master recipe can look like
this:
SIMATIC BATCH V9.0

Figure 13-7 Recipe with transition query
Batch behavior
Create a new batch with the created master recipe. Release the batch and start it.
During batch processing, the parameter step on the corresponding unit, here R501, sets the
input "UnitStatus" to the value "dirty". If the next transfer function or the alternative branch is
run, depends on the result of the transition. The transfer function is only started when the value
is "clean". The alternative branch is executed in our example. This means that no other phases
are executed and the batch is completed.
SIMATIC BATCH V9.0

13.7.2 How do I configure parameter groups?

The configuration of a control strategy as dynamic unit parameters takes place at the interface
blocks IEPH or IEOP, same as the control strategy configuration.
Note
Control strategy assignment at the IEPAR_ENUM block
● There may be only one dynamic control strategy parameter. At each IEPAR_ENUM block,
you must select the same control strategy type at the "SP_VAL" connection.
● The "SP_VAL" connection of an IEPAR_ENUM interface block interconnected in a chart
must always be assigned to an enumeration or a control strategy data type.
The validation signals an error in the BATCH configuration dialog in both cases. This error
must be eliminated prior to the download.
Requirements
● The software and the project have been updated.
● You are using BATCH blocks from the current block library.
The configurations below give you an exemplary overview of the different configuration steps
and the possible applications of your processes.
SIMATIC BATCH V9.0

Inserting a control strategy in the shared declarations

Create a new control strategy with three values, for example, in the "Shared Declaration" folder
of your project.
Figure 13-8 Creating a control strategy
SIMATIC BATCH V9.0

Figure 13-9 Creating a control strategy parameter
SIMATIC BATCH V9.0

Inserting IEPAR_X blocks and interconnecting them with unit block "UNIT_PLC"
You can connect all parameter interface blocks of the different data types with a "UNIT_PLC"
unit block using the "EPE_CONN" I/O.
1. Open a chart in the CFC chart containing a "UNIT_PLC" unit block of your process cell.
Setpoints are passed to SIMATIC BATCH at this unit block.
2. Select the "Libraries" tab and navigate to the parameter interface blocks in the BATCH
block library.
Figure 13-10 BATCH parameter interface blocks
3. Insert the parameter interface blocks required for your configuration in the open chart. The
blocks of type BOOL, ENUM, REAL and DINT are configured as an example for later use
in SIMATIC BATCH. Then interconnect the "EPE_CONN" I/O at the "UNIT_PLC" block with
SIMATIC BATCH V9.0

all "EPC_CONN" I/Os at the parameter interface blocks. Assign a name in the object
properties of each interface block.
Selecting a control strategy and value for I/O "SP_VAL" at "IEPAR_ENUM" block
Assign the control strategy "TA_strategy" created in the shared declarations and "clean" as
initial value in the properties of the I/O "SP_VAL".
Figure 13-11 Assigning a control strategy to block I/O "SP_VAL" of parameter block "IEPAR_ENUM"
SIMATIC BATCH V9.0

Figure 13-12 Assigning a control strategy and initial value to the I/O
Compiling and downloading CFC, compiling and downloading PCS 7 OS

1. Compile your changes in the the CFC charts and download them to the AS.
2. Compile your PCS 7 OS and download the changes to the target station.
BATCH engineering in the SIMATIC Manager

1. Open the BATCH configuration dialog for your multiproject or your project.
2. Generate the batch types and propagate them in the multiproject.
3. Compile the batch instances and merge them in the multiproject.
4. You check this by opening the structures you have extended in the instances. In our
example, these are the instances "DynREAL", "DynBOOL", "DynDINT" and "DynENUM"
in the "Reactor" > "R501" folder that are listed as new.
SIMATIC BATCH V9.0

5. Assign the desired parameter groups to each unit.
Figure 13-13 Assignment of parameter groups to the units
SIMATIC BATCH V9.0

6. For the parameter group assignment, navigate to the control strategy parameter under
Batch Types > Equipment Properties. Click "Edit" in the display window.
Figure 13-14 Dynamic unit parameters, equipment properties
SIMATIC BATCH V9.0

7. In the dialog that opens, specify the parameter groups to which you want to assign the
given parameters. You can find additional information in the online help. With recipe
engineering, only the parameters selected here are made available for a selected
parameter group.
Note
The selection made here always refers to the entire batch process cell.
Figure 13-15 Parameter group assignment of the batch process cell
8. Download your process cell data to the BATCH server. To do so, select your process cell
and select "Download" in the shortcut menu.
Recipe engineering
1. Make sure that the project was activated on the PCS 7 OS and on the BATCH server and
then open BatchCC.
2. Update the process cell data in BatchCC.
3. Select an existing master recipe and cancel its release, if necessary. Then open it in the
Recipe Editor.
4. The existing master recipe is now extended by a parameter step and a parameter query in
the Recipe Editor (as an example). The means the unit procedure Reactor R501 is being
processed.
5. Insert a new recipe function. In the properties, select "Unit" under function and one of the
configured control strategies for control strategy.
SIMATIC BATCH V9.0

6. Open the "Parameters" tab. Here the parameters created in basic engineering are available
for input and selection of values. The entered values are passed to the process by batch
control and can be used.
Figure 13-16 Creating a parameter step
SIMATIC BATCH V9.0

Figure 13-17 Selecting a parameter value
7. You can query the values passed by batch control from a parameter step, here "set_state",
in transition conditions and thus make the batch execution dependent on the dynamic
values at the unit, here R501, name: UnitStatus_param. A master recipe extended by this
functionality can look like this. The values at the unit are queried in conditions in the
transitions. Depending on the value, the next steps are either executed or bypassed in an
alternative branch.
SIMATIC BATCH V9.0

Figure 13-18 Transition query
SIMATIC BATCH V9.0

Result
Figure 13-19 Batch execution
SIMATIC BATCH V9.0

13.7.3 How do I configure conditions for the unit allocation?

Unit parameters dynamically define the properties of units. Setpoints are transferred to the
units and the actual process values are queried. When a unit is allocated, the process values
of possible units are queried in a transition via batch control.
Two reactors serve as an example. Depending on their dynamic properties, one of the two
reactors is to be allocated for further batch execution. A condition is configured in a
corresponding master recipe for this purpose.
Requirements
● Parameters from batch control or the process, e.g., probe, are passed dynamically to the
units available for selection. In our example, the value of the input "UnitStatus" is set to
"Clean" at reactor R501 and the value at reactor R502 is set to "Dirty".
● The corresponding IEPAR parameter blocks have been configured at the possible units.
● All engineering data have been compiled and downloaded and available updated in
BatchCC.
SIMATIC BATCH V9.0

Procedure
1. Open an existing master recipe in the Recipe Editor. Make sure that the release has been
canceled.
2. Open the header parameters of the recipe and go to the "Allocations" tab. Select the
"Condition" check box for the "Reactor" unit. Only then will you be able to define a condition
for the unit allocation at the unit in the master recipe.
Figure 13-20 Condition when allocating the unit class
3. Select the unit recipe procedure, here "Reactor", on which you want to insert the condition
for the allocation. Select "The longest out of use" as strategy in the "Allocation" tab. This
means one of the two units is allocated even if both are possible.
SIMATIC BATCH V9.0

4. Go to "Condition" tab and click "New" to formulate the conditions. In the transition wizard,
select "UnitStatus_Param (TA_states)", for example, as parameter of the "TA_States"
enumeration and click "Next". Select the operator "=" and click "Next". Select the value of
the parameter, e.g., "clean" and click "Next". Click on the first button "AND" and then on
"New". Select the equipment attribute "UnitClass [UnitClasses]" and click "Next". Select the
operator "=" and click "Next". In the next dialog specify the target value, here it is the unit
class "Reactor", click "Next" and then "Finish".
Figure 13-21 Condition with allocation
SIMATIC BATCH V9.0

5. Close the properties dialog, save the recipe, and release it.
Figure 13-22 Master recipe for unit selection using condition
6. Create a batch with the master recipe you have just created.
7. Set the input "UnitStatus" at the "UNIT_PLC" block of reactor R502 to the created
enumeration "TA_states" and select the value "dirty". As a result, if there is an allocation
condition for the Reactor unit class, the condition will only be true for Reactor 501, allowing
it to be selected dynamically for further batch execution.
SIMATIC BATCH V9.0

Result
The "R501" unit is allocated in the batch execution and the transfer function from buffer B202
to reactor R501 is executed. The condition for the allocation was true for reactor R501 and not
for reactor R502.
Figure 13-23 Control recipe of the executed batch
SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

Appendix 14
14.1 Batch standard definitions
List of all ISA-88 terms in German, English and French.
Deutsch English Français

Anlage process cell Cellule de processus
Anlagenkomplex area Zone
Anpassroutine scaling function Routine d'ajustement
Basisautomatisierung basic control Automatisation de base
Bediener operator Opérateur
Belegung allocation Affectation
Betriebsmittel resource Ressource
Charge batch Lot
Chargenplan batch schedule Programme de lots
Chargenbericht batch report Journal des lots
Chargenprozess batch process Processus de fabrication par lots
Chargensteuerung batch control Commande des lots
Einrichtung equipment d'équipement
Einsatzstoff(e) input material Matière(s) d'entrée
Einzelsteuereinheit control module Module de commande
Fahrweise mode of operation Mode d'opération
Formula formula Formule
Formula-Kategorie formula category Affecter la catégorie de formule
Geräte process equipment Machines
Grundfunktion master recipe phase Phase de recette principale
Grundoperation master recipe operation Opération de recette principale
Grundrezept master recipe Recette principale
Istwert process value Valeur de mesure
Messstelle tag Point de mesure
Nebenprodukt by-product Sous-produit
Normansatz reference scale Quantité prescrite
Operation operation Opération
Produktionsauftrag production order Ordre de fabrication
Produktionsstrang line Ligne de production
Prozedur procedure Procédure
Prozedurelement procedural element Elément de procédure
Prozedurmodell procedural model Modèle procédural
Prozedursteuerung procedural control Automatisation de procédure
Prozess process Processus
Prozessabschnitt process stage Stade de processus
SIMATIC BATCH V9.0

Appendix
14.2 Abbreviations
Deutsch English Français

Prozessausstoß process output Sortie de processus
Prozesseinsatz process input Entrée de processus
Prozessoperation process operation Opération de processus
Prozessparameter process parameter les paramètres de processus
Prozessschritt process action Action de processus
Rezept recipe Recette
Rezeptersteller recipe creater recipe author
Rezepterstellung recipe creation Création des recettes
Rezeptfunktion recipe phase Phase de recette
Rezeptkopf recipe header En-tête de recette
Rezeptoperation recipe operation opération de recette
Rezeptprozedur recipe procedure Procédure de recette
Rezeptverwaltung recipe management Gestion des recettes
Sollwert setpoint Valeur de consigne
Steuerfunktion control recipe phase Phase de recette exécutable
Steueroperation control recipe operation Opération de recette exécutable
Steuerrezept control recipe Recette exécutable
Stoff material Matière
Stoffausstoß output material les matières de sortie
Strang path Ligne, train
Techn. Einrichtung equipment module Module d'équipement
Technische Funktion equipment phase Phase d'équipement
Technische Operation equipment operation Opération d'équipement
Teilanlage unit Unité
Teilanlagenprozedur equipment unit procedure Procédure d'unité d'équipement
Teilprozedur unit procedure Procédure d'unité
Teilrezept unit recipe Recette d'unité
Teilrezeptprozedur recipe unit procedure procédure de recette d'unité
Verfahrensrezept general recipe Recette générale
Werksrezept site recipe Recette de site
14.2 Abbreviations
The abbreviations and acronyms used in this documentation have the following meanings:
Abbreviation Meaning
AF Automation function
AS Automation system (PLC)
API Application Programming Interface
BCC BATCH Control Center
BCS BATCH control server
CBSN Consistence BATCH state notification
SIMATIC BATCH V9.0

Appendix
14.2 Abbreviations
Abbreviation Meaning
BDM (CDV) Batch data management
CFC Continuous Function Chart
CoL Certificate of license
EMOD Equipment module
EOP Equipment operation
EPAR Equipment parameter
EPE Equipment procedural element
EPH Equipment phase
ES Engineering system
HMI Human machine interface
IDLE Not in operation
IEOP Interface equipment operation
IEPH Interface equipment phase
ISA Instrumentation, Systems & Automation Society
LUT LookUp tables
MES Manufacturing Execution System
NOP No operation, placeholder (empty step / empty transition)
OS Operator station
PCell Process cell
PCS 7 Process Control System 7
PDM Process Device Manager
PLC Programmable logic controller (CPU)
RC Route Control
RPH Recipe phase
ROP Recipe operation
RP Recipe procedure
RPE Recipe procedure element
RE Recipe editor
SCI SIMATIC Control Interface
SFC Sequential Function Chart
SP Setpoint
SB SIMATIC BATCH
SIT SIMATIC IT
SUB Substructure
SUIR Software update in run
EPH Equipment phase
TIA Totally Integrated Automation
EOP Equipment Operation
RUP Recipe unit procedure
VAB Processing block
XML Extensible Markup Language
SIMATIC BATCH V9.0

Appendix
14.3 Keyboard commands
14.3.1 Key combinations for menu commands
Introduction
Every menu command can be selected by typing a key combination with the ALT key.
Press the following keys in the order shown:

● ALT key
● The letter underlined in the menu name you require (for example ALT, R for the "Recipe"
menu when the "Recipe" menu is displayed in the menu bar). The menu opens.
● The letter that is underscored in the menu command (for example, N for the "New" menu
command).
If the menu command has further submenus, these are then opened. Repeat the actions
above until you have selected complete menu command by typing in the relevant letters.
When you enter the last letter in the key combination, the menu command is executed.
Examples
Menu commands Key combination

Recipe > New... ALT, R, N
Edit > Go to, previous error ALT, E, G, P
14.3.2 Key commands for menu commands
Functions
The following table lists examples of menu commands with the corresponding key commands
for the recipe editor.
Function Key combination

Open... (Recipe menu) (Page 1039) Ctrl + O
Save (Recipe menu) (Page 1040) Ctrl + S
Save graphic ... (Recipe menu) (Page 1040) Ctrl + shift + G
Check validity (Recipe menu) (Page 1041) Ctrl + Alt + K
Exit (Page 1051) Alt + F4
Undo (Edit menu) (Page 1044) Ctrl + Z
Redo (Edit menu) (Page 1044) Ctrl + Y
SIMATIC BATCH V9.0

Appendix

Cut (Edit menu) (Page 1052) Ctrl + X
Copy (Edit menu) (Page 1052) Ctrl + C
Insert (Edit menu) (Page 1053) Ctrl + V
Delete (Edit menu) (Page 1044) Del
Select all (Edit menu) (Page 1053) Ctrl +A
Go to Go to > Previous error (Edit menu) (Page 1045) Alt + F7
Go to > Next error (Edit menu) (Page 1045) Alt + F8
"Find" dialog (Page 1054) Ctrl + F
Properties (Edit menu) (Page 1045) Alt + Enter
Open object (Edit menu) (Page 1046) Ctrl + Alt + O
Recipe procedural element (Insert menu) (Page 546) Ctrl + R
Recipe phase/operation (Insert menu) (Page 547) F4
Library reference (Insert menu) (Page 548) Ctrl + B
Operator instruction (Insert menu) (Page 548) Ctrl + F2
Simultaneous branch (Insert menu) (Page 553) F9
Transition (Insert menu) (Page 560) F3
Alternative branch (Insert menu (Page 560) Ctrl + F9
Loop (Insert menu) (Page 561) Ctrl + F7
Zoom in (Page 1035) Alt + +
Zoom out (Page 1035) Alt + -
Normal size Ctrl + 1
Resetting the zoom factor (Page 1035)
Fit End
Optimal zoom factor (Page 1036)
Fit automatically Shift + End
Possibilities for adapting the edit window (Page 509)
Display errors (Options menu) (Page 1049) F11
Display all errors (Options menu) (Page 1049) Shift + F11
Help topics (Help menu) (Page 1061) F1
If there is a currently active con‐
text, for example, a selected
menu command, the correspond‐
ing help topic is displayed, other‐
wise the table of contents of the
online help is displayed.
International/German key names (Page 750)
Numeric pad international/German (Page 750)
SIMATIC BATCH V9.0

Appendix
14.3.3 Moving the mouse pointer when editing texts
Functions

One line up or one character to the left in a text consisting of only UP ARROW
one line.
One line down or one character to the right in a text consisting of DOWN ARROW
only one line
One character to the right RIGHT ARROW
One character to the left LEFT ARROW
One word to the right CTRL+RIGHT ARROW
One word to the left CTRL+LEFT ARROW
To the beginning of the line HOME
To the end of the line END
To the previous screen PgUp
To the next screen PgDn
To the beginning of the text CTRL+HOME
To the end of the text CTRL+END
Additional information:
14.3.4 Moving the mouse pointer in the menu bar/shortcut menu
Functions

Move to the menu bar F10
Move to the shortcut menu SHIFT+F10
Move to the menu that contains the underscored character A ALT+A
Select a menu command Underlined character in the menu
command
Move one menu command to the left LEFT ARROW
Move one menu command to the left RIGHT ARROW
Move one menu command up UP ARROW
Move one menu command down DOWN ARROW
Activate the selected menu command ENTER
Exits the menu or returns to text, ESC
SIMATIC BATCH V9.0

Appendix
14.3.5 Moving the mouse pointer in dialog boxes
Functions

Move from one input box to the next (left to right and top to bottom) TAB
Move one input box back SHIFT+TAB
Move to input box with the underlined character X ALT+ X
Select in a list of options Arrow key
Open a list box ALT+DOWN ARROW
Select or deselect an object in a list SPACEBAR
Confirm the entries and close the dialog box ("OK" button) ENTER
Close the dialog box without saving the changes ("Cancel" button) ESC
14.3.6 Selecting texts with key commands
Functions

One character to the right SHIFT+RIGHT ARROW
One character to the left SHIFT+LEFT ARROW
One word to the right CTRL+SHIFT+RIGHT ARROW
One word to the left CTRL+SHIFT+LEFT ARROW
The text to the beginning of a line SHIFT+HOME
The text to the end of a line SHIFT+END
One line of text up SHIFT+UP ARROW
One line of text down SHIFT+DOWN ARROW
To the previous screen SHIFT+PgUp
To the next screen SHIFT+PgDn
To beginning of file CTRL+SHIFT+HOME
To end of file CTRL+SHIFT+END
SIMATIC BATCH V9.0

Appendix
14.3.7 Accessing help with key commands
Functions
Function Keys
Open help F1
If there is a currently active con‐
text, for example selected menu
command, the corresponding help
topic is displayed, otherwise the
contents of the online help.
Close help ALT+F4
14.3.8 International/German key names
Functions
International key name German key name

HOME Pos1
END End
PAGE UP Page Up
PAGE DOWN Page Down
CTRL Strg
SHIFT Umschalt
ENTER Eingabetaste
DEL Entf
INSERT Einfg
BACKSPACE Zurück
14.3.9 Numeric pad international/German
Keys in the numeric pad

The coding of the keys in the numeric pad is language dependent.
Use the keys in the main block of the keyboard for key commands.
Example:
SIMATIC BATCH V9.0

Appendix
14.4 Command line parameters for BatchCC
To execute the key command “Ctrl+1” press the keys “Ctrl” and “1”.
Use the “1” from the main block. The “1” in the numeric pad works only with some languages.
Parameters
The following table shows the required command line parameters for starting BatchCC and
the viewer for archived batches.
Command line parameters Description Example

-v Starts the BatchCC in the "Viewer for archived "C:\Program Files (x86)\SIEMENS\BATCH
batches" mode \sbbatchcc32ux.exe" -v
-o Starts the BatchCC in the 'Foreground' mode. "C:\Program Files (x86)\SIEMENS\BATCH
This means that the window is always on top \sbbatchcc32ux.exe" -o
of all other normal windows including WinCC
Runtime. Other windows with the 'Fore‐
ground" attribute can, however, be on top of
the BatchCC window.
-c="x;y;dx;dy" Permitted display area. The screen coordi‐ "C:\Program Files (x86)\SIEMENS\BATCH
nates define the area in which BatchCC can \sbbatchcc32ux.exe" -c="0;0;1000;1000"
move.
x,y: Top left corner of the area, dx, dy width
and height of the area.
SIMATIC BATCH V9.0

Appendix
SIMATIC BATCH V9.0

Context help references 15
15.1 Dialogs
15.1.1 BCC and RE dialog box user settings
15.1.1.1 "Format" tab

The layout settings made here apply to working with the BATCH Recipe Editor and in the recipe
view during batch control.
Alignment
The alignment specifies the display of recipe objects at connecting points of simultaneous
branches (Page 528) and alternative branches (Page 529) in recipes. Depending on whether
the attachment points are to the left, centered or to the right, you obtain a different appearance.
If you change the option from "Left" to "Centered" or "Right", the view is changed immediately.
The option applies to libraries, master recipes and batches.
Step/transition:
The recipe phases (EOP/EPH) and the transitions can be displayed in four different views:
Display unit
With this option, you can prevent the display of the unit on the boxes of the steps in flat recipes.
When this option is activated, the name of the unit to which this EOP/EPH was assigned is
displayed on the recipe phase.
The unit appears, however, only when no setpoints have been selected for display.
Display single-line labeling larger

To make the texts in steps clearer, they are displayed in larger characters if this option is
enabled.
Display tooltips on the tools

If the option is active, the properties of the recipe steps are displayed as a tooltip.
SIMATIC BATCH V9.0

Context help references
15.1 Dialogs
Max. number of parameters in tooltips

Maximum number of parameters in the tooltip for a recipe step.
Max. number of lines in the tooltips

Maximum number of text lines in the tooltip for a recipe step.
15.1.1.2 "Dimensions" tab

Vertical spacing of the objects:

Specifies the spacing between objects above and below their icons.
Horizontal spacing of the objects:

Specifies the spacing between objects to the left and right of their symbol.
Selection range of lines:

Specifies the tolerance for line selection. If low values are set, the line must be hit exactly to
select the sequence.
Line width:
Specifies the width of lines. "0" specifies a hairline, its thickness depends on the currently
selected resolution.
Grid in X/Y direction:

The grid is used as a factor for all other dimensions. It enlarges or reduces everything, similar
to zooming.
Width and height of steps and transitions:

You can set the width and height of the steps and transitions.
Connector distance from margin:

You can change the position of the steps and transitions relative to the line.
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.1.3 "Zoom" tab

Minimum zoom:
Specifies the lower limit of the zoom.
Normal size:
When a recipe is opened or recreated, it will be designated the size, specified as normal size.
In addition to this, the normal size button in the toolbar is set to this size.
Maximum zoom:
Specifies the upper limit of the zoom.
Zoom factor:
The factor affects increasing and decreasing the size
● When you use the buttons in the toolbar "Zoom in (alt + +) and "Zoom out (alt + -)
● When you hold down Ctrl key while using the mouse scroll wheel
The factor can be set in the range from 110% to 400%.
Zooming in and zooming out using the status bar is not influenced by the factor.
Center zoom area on selected objects:

If this option is activated, the zoom is centered on a selected object. If the option is not activated,
the centering of the zoom no longer changes.
15.1.1.4 "Font" tab

Here you can set different fonts.
Note
These settings apply to all applications that are linked to the same database.
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15.1.1.5 "Language" tab
User interface language for BatchCC and BATCH Recipe Editor

In the "Language" tab, you can set the desired user interface language for the BATCH Control
Center and the BATCH Recipe Editor. Select the corresponding check box and close the dialog
with "OK".
Some texts depend on the installed operating system. After changing the language setting,
these texts are still displayed in the language in which the operating system was installed. This
involves the following objects of the operating system within BatchCC and the recipe editor:
● "Minimize", Maximize" and "Close" texts for tooltips
● Comments when using filters in the list views
● Texts in the system menu of the title bars
● Texts in the preview window and in the printout of the preview window. Updating the process
cell dialog, Preview tab
● Shortcut keys depend on the language set for text services and input languages.
Customized user interface language

The change in user interface language in the BATCH Control Center and BATCH Recipe Editor
is user-specific. This setting does not change the language of the dialogs and shortcut menus
of the BATCH Launch Coordinator, BATCH control server and BATCH data management
(CDV). The language change for these objects is set on the BATCH server using the "Server
language" command in the shortcut menu of the BATCH Launch Coordinator.
15.1.2 BCC and RE dialog box project settings
15.1.2.1 Display
Introduction
Under "Display" you can edit the basic project settings for the appearance and range of
functions of SIMATIC BATCH. All properties are grouped in corresponding folders. The value
of any property can be set. You choose between "Yes" or "No" to indicate whether or not you
want to use the relevant property in BatchCC.
The default setting for all values is "Yes". All listed properties are thus shown and can be used
in SIMATIC BATCH by default.
Allocation strategies
Allocation strategies is the list of strategies you can use during recipe creation in the Recipe
Editor. Decide which of the listed strategies is used for recipe creation. Select "Yes" or "No"
as appropriate.
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Tree view in BatchCC

Here, you decide which of the listed objects is displayed in the tree view or navigation window
in the BatchCC. Set the value of objects you do not want displayed to "No". Displayed or
hidden objects relate exclusively to the display in the BatchCC.
Tabs for editing recipes

Here, you decide which tabs are displayed in the properties dialogs when creating and editing
recipes (online structural changes). Set the value of properties you do not want displayed to
"No".
Activating recipe elements in the Recipe Editor

Here, you decide which recipe elements are displayed in the navigation window of the Recipe
Editor. Set the value of properties you do not want displayed to "No".
"OK" button
Exits the dialog and saves your settings.
"Standard" button
If you click this button, all project settings you have changed in this tab are reset to the default
setting, i.e., "Yes".
"Apply" button
Saves your settings without closing the dialog.
"Cancel" button
Exits the dialog without saving your settings.
"Help" button
Opens the online help for this dialog.
Customizing the properties dialogs for RPEs (Page 268)
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15.1.2.2 General
Introduction
In the "General" folder, you edit the basic project settings for the appearance and range of
functions of SIMATIC BATCH.
Allow simultaneous ROPs

If you configure simultaneous recipe operations (ROPs) in master recipes, set the value of this
property to "Yes". The "Insert simultaneous branch" command can then be selected in the
Recipe Editor. If you set the "Allow simultaneous ROPs" property to "No", only chains of ROPs
can be configured. In this case, multiple ROPs are never simultaneously active.
The default setting of this property is "Yes".
Allow editing of recipes with "Release revoked/invalid" status

The setting "No" prevents recipes whose status is "Release revoked/invalid" from being
released again under the same name/version. This setting only affects recipes that are
released for production.
Allow jump beyond synchronization lines

If you set the value of this property to "Yes", jump destinations beyond synchronization lines
are permitted.
● Jump (Insert menu) (Page 562)
● Monitoring (Insert menu) (Page 555)
The default setting of this property is "No".
Transfer setpoints when changing from manual to automatic

If you change an active phase from manual to automatic mode, the SFC type initially continues
to work with the setpoints that were set in manual mode. In this case, SIMATIC BATCH has
so far supplied no setpoints for the phase. If you set the value of this property to "Yes", at the
changeover from manual to automatic mode, SIMATIC BATCH delivers the setpoints to the
phase, provided that the SFC type and SIMATIC BATCH have matching control strategies.
This instructs the SFC type to adopt the setpoints from SIMATIC BATCH in automatic mode.
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15.1 Dialogs
Validation plausibility check

If the value of the property is set to "Yes", the system initiates a validation plausibility check.
There validation checks to determine whether or not unit-type process parameters have been
selected. If units are not selected at the time of the validation, an error is signaled. If validation
plausibility check is not used, only a warning is signaled and the validation is completed
successfully.
Unit selection according to conditions

The unit selection is made according to conditions for all unit assignments from the point in
time when this property is activated. As a result, the "Conditions" option is activated on the
"Allocations" tab of the properties dialogs of the recipe header. This option limits the usable
units. This means that the only equipment phases and operations offered for recipe steps are
those that are available in the limited set of units.
Allow importing of materials

If you set the value of this property to "Yes", then during import of recipes, associated materials
that are not yet contained in BatchCC are imported.
Display indexes
During the creation of recipes (flat, hierarchical) in the Recipe Editor, indexes are assigned
automatically and displayed on the lower right when recipe elements are inserted. Indexes are
visible during master recipe creation in the Recipe Editor and in batches in the control recipe
view in BatchCC and OS control "Properties". Once made, a setting can be changed at any
time. A setting made is immediately implemented in the respective views and indexes are
displayed accordingly.
Note
Comparing recipes
The comparison of master recipes is based on unique indexes for individual recipe elements.
Therefore, you should use the "Unique" value for the project setting "Display indexes" in the
"General" tab.
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There are three options for the setting:

● Container/Terminal: If you use this value, the index assignments are controlled by the
remaining free indexes. During editing (deleting or inserting recipe elements), a complex
mixture of indexes can arise as well as duplicate indexes. Elements such as synchronization
lines, simultaneous branches, alternative branches, loops and jumps are not numbered.
The indexes specified by the system are always displayed in reports, regardless of this
project setting.
● Chronological: If you use this value, the index assignments are controlled by the remaining
free indexes. The displayed indexes are assigned and displayed sequentially within the
elements. During editing (deleting or inserting recipe elements), a complex mixture of
indexes can arise as well as duplicate indexes. Elements such as synchronization lines,
simultaneous branches, alternative branches, loops and jumps are not numbered. The
indexes specified by the system are always displayed in reports, regardless of this project
setting.
● Unique: If you use this value, duplicate IDs are never generated and displayed by the
system. Intensive changes to master recipes produce large ID numbers.
Note
Library elements in master recipes
Special rules apply to indexes for library references within master recipes. The following
applies to the "Unique" setting:
● Placeholder element in the master recipe: A unique index is assigned and displayed for the
placeholder element of the referenced library.
● Library: The recipe elements within the actual library get a new range of independent
indexes. When libraries are created, new, unique indexes are created and displayed for all
recipe elements.
The default setting of this property is "Unique".
Release recipe element after stop/abort

This setting is used to release and reset (idle state) the process cell objects (EPHs, EOPs, but
not the unit) assigned to the recipe element when the "Stop step" or "Abort step" command is
selected. The recipe element concerned is displayed in the control recipe view without an
assignment ID but in the stopped or aborted state as appropriate.
Manual jump (Page 434)
Force step-transition-step sequence

With this project setting, you specify whether or not the step-transition-step sequences must
be adhered to at editing level 2 (ROP) during recipe creation in the Recipe Editor. If you set
the value of this property to "No", steps and transitions are only automatically added when
absolutely necessary. Example: loops, OR branches.
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15.1 Dialogs
Area-oriented WinCC messages

With the setting in the configuration, you decide whether or not WinCC messages are displayed
on the PCS 7 OS area oriented. Previously, the unit matching the WinCC message was
displayed in the "Area" column.
If the option "Yes" is set, the relevant OS area ID is used in the "Area" column of the WinCC
message. The OS area ID can be set in the settings of the plant hierarchy.
If the option "No" is set, the name of the relevant unit is displayed in the "Area" column.
The setting only applies to WinCC messages that have a reference to an OS area ID. WinCC
messages that are not assigned to any OS area ID are generated without an area ID.
Permit start of IEPH/IEOP in error state

You use this project setting to specify whether a start command is sent by SIMATIC BATCH
to the IEPH/IEOP interface blocks in error state.
If an error is pending at the IEOP/IEPH interface blocks, SIMATIC BATCH has so far not sent
a start command to the block. The start command could be operated at the batch but was not
sent to the block. The default setting of this property is "No".
Using optimized startup characteristics for SFC type

The following applies when a batch starts an SFC type:
● Value of this property "No"
The control strategy and the setpoints are initially sent to the block. Then the start command
is sent to the block.
● Value of this property "Yes"
The control strategy, the setpoints and the start command are sent to the block
simultaneously.
The SFC type is started faster.
The "No" value for the property is only relevant for PC-based operating mode. In AS-based
mode, optimized startup characteristics are also enabled with the value "No".
"OK" button
"Standard" button
When you click this button, all project settings you have changed in this tab are reset to the
default settings.
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15.1 Dialogs
Apply
"Cancel" button
"Help" button
15.1.2.3 Warning/Error
Introduction
In this dialog you specify project settings for warning and error messages.
Messages are displayed in separate dialogs in the "Extended batch information" dialog in
BatchCC.
Note
A distinction is made between warning and error for the hard disk memory property. The
distinction is that if the available hard disk memory space that was specified for an error is too
low, specific functions are locked in addition to the messages. In both cases, the text boxes
limit the possible values to the permitted range.
Number of batches per order/number of batches warning

Set the value for this property "Yes" and enter a value for the maximum number of batches
per order, above which a warning message will be displayed.
Database size warning / database size

Set the value for this property to "Yes" and enter a value for the database size, above which
a warning message will be displayed. The default setting is no warning message and a
database size of 4000 MB.
Validation: Always show warnings

If you use this property, the messages will be displayed even if only warnings and no errors
are found. Otherwise, the message is displayed only if there is an error, but it shows both errors
and warnings.
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15.1 Dialogs
Report opening of write-protected recipes

Released recipes are read-only. If you use this property, you will be notified of this fact when
write-protected recipes are opened.
Note
Alternatively you can also highlight write-protected objects with other background colors.
Error: Free hard disk space / Warning: Free hard disk memory space
The hard disk on which the database for data of SIMATIC BATCH is stored is monitored for
its free space.
For the monitoring, enter a value for the property "Error: free hard disk memory space" and a
value for the property "Warning: free hard disk memory space".
The value represents the available memory space in percentage of the total hard disk memory
space.
If the entered value is exceeded, a message is generated in the message system of the OS
and the "Messages" OS control.
Note
Undershooting the value of the error
Active batches continue to run and can be operated.
The following functional restrictions occur:
● Updating the process cell data is not possible in the BCC.
● Control recipes cannot be released or started.
● New libraries, master recipes, formulas, formula categories, materials, qualities, new job
folders and batches cannot be created
Stable system behavior and cannot be ensured until the hard disk space has been increased.
The following conditions apply for the values:

● Value for the error < Value for the warning
● Value range for the error: 1 to 89
● Value range for the warning: 2 to 90
Monitoring time for batch and step commands

When a batch or step command does not result in the desired target status within the selected
time in seconds, the command is treated as not appropriately completed and a warning
message is output. The warning message shown as dialog is acknowledged with the "OK"
button. The further recipe execution is not affected by the warning message. The warning
message is only output for your information. The warning message is also displayed in the
"Extended batch information" dialog in BatchCC.
The default value is 30 seconds. Numbers between 10 and 10000 seconds are permitted.
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You can find additional information in the section "Extended batch information (Page 278)".
"OK" button
"Standard" button
When you click this button, all project settings you have changed in this folder are reset to the
default settings.
"Apply" button
"Cancel" button
"Help" button
15.1.2.4 Color settings

The layout settings made here apply to the BATCH Recipe Editor and the recipe view in
BatchCC during batch control.
The colors of the recipe steps (start, end, substructures,...) and transitions depend on the
status and can be set separately according to text on the icon, icon surface and icon frame.
Note
These settings apply to all applications that are linked to the same database.
Click in a row to change the color of a property. A link symbol appears at the far right in the
highlighted row. Click on the link symbol and select a new color for the selected property.
"OK" button
"Standard" button
Click this button to reset all project settings you have changed in this tab to the default setting
"Yes".
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15.1 Dialogs
"Apply" button
"Cancel" button
"Help" button
15.1.2.5 Versioning
Overview
In this dialog you can make settings for versioning.
Methods
There are two options for versioning your recipes, formulas, and libraries:
● Free versioning
● System-aided versioning
Note
Recipes, formulas and libraries imported from older SIMATIC BATCH versions with the
"Restore" function continue to use the "free versioning" method. You cannot switch to
"system-aided" versioning.
The archiving method set for exporting should also be used for importing. Otherwise, you
may not have the ability to set the version during the import. In this case, use unique object
names, because multiple object names with the same version may otherwise be present.
"Free versioning" option

If you select this option and enter a version number under "Preset version", this version number
will be used in recipes, formulas and libraries. The default setting of the preset version is V1.0.
Use the "Save as" command to rename the element and specify the version ID.
"System-aided versioning" option

If you select this option and enter a number for the major or minor version under "Preset
version", this assembled version number will be used in recipes, formulas and libraries. The
default setting for the preset version is V01.00.
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15.1 Dialogs
If you use system-aided versioning , the response is as follows:

● Save: When "Saving" an element, for example, the edited recipe is overwritten with the
current name and current versions. The name and version do not change.
● Save as: With "Save as", you have the following options for an element:
– Enter a new name. The version number is set to a default version.
– Increment the major version. The major version is incremented, the minor version is
reset.
– Increment the minor version. The minor version number is incremented.
Note
With the procedure for "system-aided versioning", you have the option of circumventing
the actual restriction mechanism in the "Save" and Save as" dialogs. The "Retain version
[1.0]" or "New name with preset version [1.0]" options are offered for selection in both
dialogs.
When you set the "system-aided versioning" option, you cannot rename an existing recipe,
formula or library. This function is not offered in the shortcut menu of the element.
"OK" button
Closes the dialog and saves your settings.
"Default" button
"Yes".
"Apply" button
"Cancel" button
Closes the dialog without saving your settings.
"Help" button
15.1.2.6 Used Plug-in Modules

This dialog is relevant only if you run the validation based modules that can be created and
modified externally (plug-in modules).
Here, all the plug-in modules registered for the current project are listed regardless of whether
the module exists or functions correctly.
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Status display for the modules
Module cannot be used, however module is registered for the current project:
This means that SIMATIC BATCH cannot execute all functionalities. This status is obtained if,
for example, a module is registered but in the meantime it has been deleted or renamed.
Module usable.
This does not mean that the module will actually be used. To find this out, the dialog has to be
opened with the "More" button.
Module exists but the internal logic of the module is signaling a problem.
Update
This button is only active when a module has the "Module unusable" status.
If the module (file) exists on the PC but is not correctly registered, this button can be used to
select the file and to change the status to "Module useable". This status will only be adopted
if the module itself functions correctly.
Add
Opens the "Installed plug-in modules" dialog in which you can add modules whose files are
on the computer.
Remove
This button is active only when a module is selected. This revokes the registration of the project.
The entire functionality of this module is therefore disabled.
More
This button is active only when a module is selected. Opens the "Plug-in details" dialog for
specifying the functionality of the module.
"OK" button
"Standard" button
"Yes".
"Apply" button
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15.1 Dialogs
"Cancel" button
"Help" button
15.1.2.7 Installed plug-in modules dialog box

From the installed modules shown in this dialog, you select the modules that will later be used
by SIMATIC BATCH. Select a row and then click "OK".
The dialog lists all installed modules that are not yet being used by SIMATIC BATCH. The
modules are installed on the computer. The icon indicates the status of the module.
This dialog also allows you to add plug-in modules whose files are on the computer but that
are not yet known to SIMATIC BATCH. This is useful when the module could not be registered
automatically as a SIMATIC BATCH Plug-in (for example if the module was installed before
SIMATIC BATCH).
Note
The PlugIn DLL to be used should be stored on the local PC, ideally in the BATCH installation
folder. If the DLL file is addressed in another directory, on a network drive or via a network
path, this can lead to malfunctions and error messages due to missing windows user
permissions.
Status display for the modules
Icon Description
Module cannot be used, however module is registered for the current project:
This means that SIMATIC BATCH cannot execute all functionalities. This status is obtained if, for ex‐
ample, a module is registered but in the meantime it has been deleted or renamed.
Module usable.
This does not mean that the module will actually be used. To find this out, the dialog has to be opened
with the "More" button.
Module exists but the internal logic of the module is signaling a problem.
Add
Adds installed modules that are not yet known to SIMATIC BATCH.
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.2.8 Electronic signatures
Introduction
This dialog provides an overview of actions that can be furnished with an electronic signature
project-wide. The entries in the list are fixed and cannot be changed or expanded.
By selecting an action and then clicking the "Edit" button, the selected action is assigned a
user role for the required electronic signature. Only then can the check box be selected or
cleared. By setting or removing the check mark in a corresponding check box, the associated
"Electronic signatures" are activated or deactivated with respect to the entire project. The
settings that you make here are not user-specific or computer-specific. In contrast to the
electronic signatures for batch elements, this setting applies centrally to all objects - on which
a corresponding action can be executed.
Layout of the tab

The dialog has a table layout with the following contents:
Table columns Operator action Display

Column headers Click on one of the column headers to To the right next to the column header
arrange the contents in ascending or de‐ a character for "Descending" or "As‐
scending order. cending" is displayed.
Action Click a check box to activate or deacti‐ The check box is selected or cleared.
vate the desired action.
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15.1 Dialogs
Table columns Operator action Display

Roles Click on an action and then click on the The number of assigned user roles for
"Edit" button to assign one or more user this action is displayed as a number.
roles to the action.
Sequence Selected check box: If multiple user The check box is selected or cleared.
roles are assigned then the configured
sequence is used when signing elec‐
tronically.
Cleared check box: A sequence is not
used if multiple user roles are assigned.
To change the sequence where multiple
user roles are assigned, select an action
and then click "Edit".
Buttons and check boxes
Configure/activate ESIG for batch ex‐ If you select the check box, the use of ESIGs for objects is possible. If the check box
ecution is cleared, an ESIG configured in the master recipe is not evaluated and the "ESIG"
tab is not included in the properties dialog (object properties) of the object. This option
is not possible with the "BATCH Basic" license key.
Note: Existing ESIGs are not deleted when this option is deactivated.
Force comment when signing If you select this check box, the user(s) configured for the signing must also enter a
comment in the comment field in addition to their electronic signature. If no comment
is entered, the dialog cannot be closed and the recipe execution cannot be continued.
Edit Opens the "Configure roles dialog. Use this dialog to define the user roles.
OK Saves your settings and closes the dialog.
Standard Resets the settings you have made to the standard settings (as delivered).
Cancel Exits the dialog without saving your changes.
Help Opens the help for this context.
Canceling the signature process

Before this action is actually performed, the configured electronic signatures must be provided.
If more than one signature is required, the object can go into the "Checking" state. This means
that at least one - but not all - required signatures have been provided. An element in the
"Checking" state can be reset to its original state using the "Cancel signature procedure"
command in the "SIMATIC BATCH: Sign" dialog.
The settings from this dialog will only be considered the first time an action is executed. If the
element is already in the "Checking" state, the signature procedure must either be completed
or canceled – even when the signatures have been deactivated. That is, deactivating electronic
signatures does not change the statuses of the elements (for example, "Checking").
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.2.9 Batches > Settings
Introduction
You enter the basic project settings for batches in this dialog. All adjustable settings are
arranged in groups. Click a property, and then select a setting in the "Value" column. You also
obtain descriptions for each selected property in a window below.
General > Allow online setpoint change

Specifies the default setting "Modifiable" for newly created parameters in the Recipe Editor.
If "Modifiable" is selected, changes to parameters (setpoints) of the control recipe are permitted
during batch control.
Default setting: Yes.
General > Allow deleting of completed, not archived batches

When you use this property, batches are deleted without "Close" and "Archive" beforehand.
The corresponding command is "Delete immediately" and requires the appropriate user
permission in BatchCC.
Default setting: No.
General > Transfer setpoint changes to active step

Specifies the default setting "Effective immediately" for newly created parameters in the Recipe
Editor.
With recipe phases of the type EPH and EOP, parameter values changed by the operator will
become effective immediately; this means they are transferred from the running recipe steps
(EPH and EOP) in the control recipe directly to the automation system where they effect the
block running in the AS. If you use the property, a setpoint change is applied immediately in
the AS. If the property is not enabled, a newly entered value is only saved, and then used the
next time the function is called.
General > Automatically delete archived batches

If you set this property to "Yes", batches that were previously archived are automatically
deleted from the corresponding order folder in BatchCC.
General > Use predefined batch name

If you set the value of this property to "Yes", the predefined settings for the batch name
assignment are used during batch creation.
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General > Release batches automatically

If you set the value of this property to "Yes", newly added batches are automatically released
once they are created.
General > Open operator dialogs automatically

If you set the value of this property to "Yes", all configured operator dialogs will open
automatically in the control recipe view in BatchCC when a control recipe is opened. Use the
value "No" to prevent all operator dialogs of open batches from being opened and displayed
immediately.
General > Extended continuous mode

If you set the value of this property to "Yes", equipment phases continue to run in continuous
mode even after the end of the batch and are not completed automatically.
Equipment phases in extended continuous mode can be applied to other batches.
With the default setting "No", equipment phases are automatically completed at the end of the
recipe unit procedure or at the end of the batch and do not continue to run when the
corresponding unit is released.
Default setting: No
Close and archive > Archive automatically

If you set this property value to "Yes", batches that are completed, aborted or stopped will be
closed and archived automatically . Batches requiring an electronic signature for these actions
will be ignored.
Default setting: No
Close and archive > Wait time after closing

You specify the wait time between the manual closing and the archiving of the batch. To do
this, select the required wait time in days from the selection box. The preset default value is
seven days. Enter a number between 0 and 30.
Structure changes > Allow online structure changes

If you set this property value to "Yes", online structure changes on this BATCH client are
possible. The default setting for this property is "No" or not allowed. Note that there are
additional requirements for recipe structure changes in runtime. A reference to the topic is
listed at the end of this section.
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Structure changes > Active batches have to be held

If the "Allow structure change" property is set to "Yes", this property can be used. Online
structure changes are only possible if active batches are held. After completing the online
structure change, the batches must be resumed.
"OK" button
"Standard" button
default settings.
"Apply" button
"Cancel" button
"Help" button
Requirements for online structural changes (Page 475)
Extended continuous mode (Page 418)
15.1.2.10 Batches > Predefined batch name

In this dialog, you define the static and dynamic content for the automatic generation of batch
names.
Batch names that are created with predefined names automatically receive a file extension
(file suffix). You recognize the file extension by the underscore followed by a number, starting
with one. The numbers are incremented automatically.
Requirement
To use predefined batch names, set the value of the "Use predefined batch names" property
to "Yes". The property is found in the project settings under Batches > Settings.
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15.1 Dialogs
Batch name area

The following static and dynamic name elements are available for selection:
● <None>: Not assigned to a special name element.
● Recipe/Formula
● Formula category
● Order
● Order category
The following attributes are available and can be selected for the listed elements:
● Text
● Date
● Time
Recipe/Formula
● Name
● Version
● ID: Identification number for recipes and formulas
● Product name
● Product code
Formula category, order, and order category
● Name
Only if you choose "<None>" as element and "Text" as attribute will the "Additional text" input
box be enabled for text input. Enter any static content of a name here. Note that the total name
length is limited to 32 characters. Too many characters will prevent the batch from being
released.
When you have defined a batch name, click the "Add" button. This applies the selected element
and the attribute in a table display. The batch name comprising these name parts is displayed
in the Example area.
Repeat the process for each desired name-forming element. As a result, the batch name
becomes longer and longer.
The system increments a predefined batch name automatically. The predefined batch name
is retained until it is changed in this dialog or the functionality in the settings for batches is reset
to "No".
Table display
Use the "Up" and "Down" buttons to define which name elements are positioned where in the
batch name. To do so, select a name element in the table display and click the corresponding
"Up" or "Down" button. The newly positioned name elements are shown in the Example
window.
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Example
In the "Example" area, the selected name elements are shown in the specified order.
staticText{{Recipe/Formula:Id}}{{Order:Name}}
The selected settings for the batch names are stored in the system database.
Validation
When batches are added to an order, a validation is performed in which a check is made to
determine whether the batch name is unique. If not, the batch will not be created.
"Delete" button
The "Delete" button is used to delete selected name elements.
"OK" button
"Standard" button
default settings.
"Apply" button
"Cancel" button
"Help" button
15.1.2.11 Batches > Archiving > Archiving method
Introduction
In this dialog you specify the settings for archiving closed batches. Batch data are saved in
XML format when the following available archiving methods are used:
● Directory
● SQL server
● FTP server
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The dialog is organized in the following areas:

● Method. Here you select the required archiving method.
Note
For security reasons and in view of confidential recipe and manufacturing data, we
recommend the use of the PH or SQL server for archiving.
● Version selection or selection of XML archive formats.

● Button for a connection test. If you click the "Test" button, a connection test is carried out
for the connection to the specified archive storage location with the selected archiving
method.
"Directory" method
You can use this simple archiving method to copy archive files to a shared folder in the network.
The easiest possible configuration with regard to the security settings is to enable write access
to the shared directory for the Windows user group "Everyone".
Note
To establish access to the shared folder, the user data of the logged-on user are used. As
user, you are responsible for ensuring that an application can access the shared folder. Use
this option to restrict access to the specified user. The access for the "Everyone" group poses
security problems and is therefore not recommended.
Procedure
Select the "Directory:" option.
1. Enter the folder name in the input field in conformity with UNC notation. Example: \
\<Computer name>\<Name of the shared folder>. If you have already created a shared
folder in the network, you can use the "..." button to search for this folder and select it.
2. Click on the "Test" button to test the connection.
3. Close the dialog.
The following is checked in a connection test:
● Has a value been entered in the "Directory" text box?
● Does the specified directory conform to UNC notation?
● Can the specified PC be accessed?
● Can the specified directory be written to?
If one of these tests fails, a message is displayed and the dialog cannot be exited with the
current information. Correct the settings and run the test again or cancel it.
"SQL server" method

This method saves the archive file in an SQL server database as XML. It does not change the
archive file or split it into several tables. In addition to the archive file that is saved in a field of
the database, additional information about the batch is saved in the same record. This
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additional information can include, for example the product name, batch name, start of the
batch, completion of the batch or information about the user who performed the archiving.
In addition to the creation of a new SQL server database if one does not yet exist, this method
also requires the specification of "Logon" and "Password" in the "User credentials" folder for
logon to the SQL server. If a user uses a domain for access, the domain must also be entered.
Procedure
1. Select the "SQL server" option.
2. If the network already contains an SQL server database, you can either enter the name
directly in the text box or select the required SQL server name from the available entries
in the drop-down list.
Note that for this technique, you require your own SQL server instance.
3. Click the "Create" button to create a new SQL server database. The "Create SQL Server
Database" dialog opens. Click "Help" button in this dialog to view additional information
about this dialog. Administrator rights on the SQL server and in SIMATIC BATCH are
required for this.
4. In the "User credentials" folder, specify a user that is a member of the Windows user group
"SIMATIC BATCH".
5. Click on the "Test" button to test the connection.
● Has a value been entered in the "SQL Server" text box?
● Can the specified SQL server be accessed?
● Is there a database with the specified name? This name is derived from the internal name
of the SIMATIC BATCH project.
● Is there a table with the name "tblBatches" in the database?
● Can the "tblBatches" table be written to?
If one of these tests fails, a message is displayed and the dialog cannot be closed with the
current information. Correct the settings and run the test again or cancel it.
"FTP server" method

In addition to a fully configured FTP server, this method requires you to enter the "Login:" and
"Password" in the "User credentials" folder and the connection to be used (default: port 21).
The domain only needs to be entered if the username in the FTP server configuration is derived
from a domain user (default for IIS (Internet Information Server) FTP servers).
The logon to be used here, with or without the domain, depends on the configuration of the
FTP servers. If the access is configured for logon from a domain, for example, XX001\User1,
a domain must also be specified for SIMATIC BATCH. If the access to the FTP server is only
configured for a local logon, the "Domain" text box can remain empty in the "User credentials"
folder. This is equivalent to the name of the PC on which the FTP server is running. With this
method, an existing logon that is only locally available on the PC with the FTP server can also
be used.
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For further information, follow the "Setting up the FTP server" link under "Additional
information" at the end of the section.
Procedure
1. Select the "FTP Server" option.
2. Enter the computer name or the IP address of the FTP server in the text box.
3. In addition to specifying the computer name or IP address of the FTP server, it is also
possible to specify the port number. Obtain the port number of the FTP server from the
person who configured the FTP server on which you want to archive.
4. Enter the domain, your logon name and password in the "User credentials" folder.
5. To test the connection, click the "Test" button.
● Has a value been entered in the "FTP Server" text box?
● Can the specified FTP server be accessed?
● Is write access to the FTP server possible?
If the tests fail, a message is displayed and the dialog cannot be closed with the current
information. Correct the settings and run the test again or cancel it.
Note
An FTP server stores the files in a configured directory. To protect archive data, give this
directory access protection.
SIMATIC BATCH does not support saving of archive data in subfolders. It is always saved in
the root directory.
Version
XML archive formats of the following SIMATIC BATCH versions are available to you in
SIMATIC BATCH. The version specifications relate to the "Directory", "SQL Server", and "FTP
Server" archiving methods. The selection of archive formats must be observed when you use
the XML archive files subsequently, for example, in the viewer for archived batches. The XML
archive format of the installed SIMATIC BATCH version is always preset. This ensures that all
new functions of a version are saved in the archive file. The following table applies to all
methods except PH.
Check box Meaning

V7.0 V7.0 corresponds to the previously existing archive format in SIMATIC
BATCH V7.0 and V6.1.x.
If you want to print batch archives with SBReport, use archive format
V7.0.
V7.0 SP1 The V7.0 SP1 archive format has a different syntax and structure than
V7.0. The archive file with object-relational structure is suitable for auto‐
mated further processing for storage of the data in relational databases.
There is an XML schema for this that is also installed.
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Check box Meaning

V7.0.8 This is the archive format of SIMATIC BATCH AS based V7.0 SP2. Sim‐
ilar to the archive format V7.0 SP1 with additional attributes. There is an
XML schema for this that is also installed.
V7.1.2 If you install SIMATIC BATCH V7.1 SP2, this archive format is then set
and used by default. There is an XML schema for this that is also installed.
V8.0.0 If you install SIMATIC BATCH V8.0.0, this archive format is then set and
used by default. There is an XML schema for this that is also installed.
used as default. There is an XML schema for this that is also installed.
V9.0 When you install SIMATIC BATCH V9.0, this archive format is preset and
used. There is an XML schema for this that is also installed.
"OK" button
"Standard" button
"Yes".
"Apply" button
"Cancel" button
"Help" button
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● You will find information on versioning in the section "Versioning (Page 765)".
● You will find information on the security aspects and the archiving method "SQL Server" in
the sections:
– Security aspects (Page 76)
– Basic principles (Page 481)
– Create SQL Server database (Page 482)
– Setting up an SQL server (Page 484)
– User credentials (Page 887)
15.1.2.12 Batches > Archiving > Creating reports
Introduction
In this dialog, you select print templates for reports that are used during the archiving of
batches.
Creating reports when archiving batches:

The table shows report templates, including custom report templates, of the "Batch" type. The
file name for the "Batch" type is structured as follows: "name_batch.rdl". The file name may
only be changed in the "name" section. The report templates for batches are identified by the
designation "_batch" in the file name, which cannot be changed. The underscore may only be
used once in the entire file name. The report templates are available in the installation folder
\SIEMENS\BATCH\RSTemplates according to your installation.
Select one or more report templates for PDF report creation using the corresponding check
box. The PDF files generated automatically during archiving are stored, depending on the
selecting archiving method, in the specified directory in addition to the archive file of the batch
(*.xml).
Note
Do not delete the supplied template files for reports.
You can find additional information about this in the section "Delivery type of SIMATIC
BATCH (Page 80)".
"OK" button
Saves your settings and closes the dialog.
"Standard" button
default setting, "Yes".
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"Apply" button
"Cancel" button
Closes the dialog without saving your settings.
"Help" button
Project settings folder "Archive" (Page 775)
15.1.2.13 Batches > Archiving > Process data archive
Information and connection test

This dialog is for information purposes. The displayed data originates in your PCS 7 project.
The names of the PH archive servers are displayed if configured redundantly. By clicking on
the "Test" button, you can start a connection test to the PH archive server.
"OK" button
"Standard" button
This function cannot be executed in this dialog.
"Apply" button
This function cannot be executed in this dialog.
"Cancel" button
"Help" button
PH archive server (Page 485)
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Functionality of the viewer for archived batches (Page 498)
15.1.2.14 Backup > Settings

In this dialog, you define the settings for automatic exports of your batch process cell data. A
backup
file is where all BATCH project data, such as process cell settings, project settings, libraries,
formulas, master recipes, and materials, are saved. Batch data are saved in archive files and
not in backup files. The use of a backup file as a restore requires a consistent process cell
environment. A backup file may only be restored on the BATCH process cell on which it was
generated.
Properties area
The values of the following properties can be set.
Property Default value Remark

Use automatic backup? No Decide whether or not you will use automatic backup.
Yes: Automatic backup is active and will be used.
No: Automatic backup is not active and will not be used.
An automatic backup does not exclude a manual backup.
Automatically expand file name of the No Decide whether your selected file name of the backup file will be
backup file? automatically expanded with the date and time.
Maximum number of backup files 5 Select the maximum number of backup files for the specified
target directory. The maximum number is limited to 100 backup
files. If the maximum number of backup files is reached, the
backup file with the oldest date is always deleted.
"OK" button
"Standard" button
default settings.
"Apply" button
"Cancel" button
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"Help" button
15.1.2.15 Backup > Automatic backup

In this dialog, you define the name of the backup file and specify the time when the automatic
backup will be performed.
Backup file area

File name
In the Backup file area, you enter your choice of name for the backup files under "File name".
The file name may contain up to ten letters.
If you have selected the "Expand file name automatically" property, the system dynamically
appends the date and time to the selected file name. You set this property in the Backup >
Settings dialog.
If the value of the "Automatically expand file name of the backup file" is set to "No", the file
name will have a four-digit number added to it. The number 1 then corresponds to the format
"0001". If only one backup file is set, the number is incremented with each new backup. Here,
all the backup files in the set directory are taken into account. If a selected file name matches
a backup file name that has already been created, the system identifies the highest number
and increments this. As long as the selected file name is not changed, the calculated number
for the maximum number of backup files is taken into account. This is also the case for backup
files added to the target directory manually by a user. If these backup files correspond to the
set naming scheme of SIMATIC BATCH, they are also deleted. Deleting is always started
before an automatic backup is started. In the file system, deletion is not updated immediately.
Directory
Under Directory, you choose the file location for the backup files. Click the "..." button and
select a folder for the file storage. Only shared folders are offered for selection.
Interval area
In the Interval area, you select the time when automatic backups are performed. Select one
of the specified time intervals and set the desired date and time of the backup.
Interval Remark
Once The automatic data backup starts once.
The automatic data backup is then ended and no further data
backup is performed.
Daily The automatic data backup will start daily.
Weekly The automatic data backup will start weekly.
Monthly The automatic data backup will start monthly.
Time: Selection or input of the time

Date: Selection or input of the date
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"OK" button
"Standard" button
default settings.
"Apply" button
"Cancel" button
"Help" button
Backup (Options menu) (Page 1021)
Security aspects (Page 76)
15.1.2.16 Report creation
Introduction
In this dialog, you can select the contents of your reports. Settings for the Microsoft Reporting
Services and for the automatic saving of the reports as PDF file from the print preview are
included.
Property
You can change the values of the following report properties from the initial default setting,
"Yes", show all, to custom settings:
● Show history in reports: Specifies whether or not the editing history is to be displayed in
the report of a batch.
● Show messages in batch reports: Specifies whether or not the WinCC messages (operation
messages and operator prompts) are to be displayed in the report of a batch.
● Show transitions in batch reports: Specifies whether or not transitions are to be displayed
in the report of a batch.
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● Show trends in batch reports: Specifies whether or not measurement trends are to be
displayed in the report of a batch. Measured values and trends are only available in the
batch report if the batch data management (CDV) has collected and prepared all measured
values from the PCS 7 OS. This transmission can take a few minutes.
● Show all levels in batch reports: Yes: All objects of all levels are displayed. No: In flat control
recipes, all objects of the first level (SUB, RF, ...) are displayed. In hierarchical control
recipes, all objects of the first two levels (RUP, ROP, monitoring, ...) are displayed.
Additional information about each selected report property is dynamically displayed in a text
box below.
Reporting Services
The connection data for "Reporting Services" are determined by the system.
● Reporting Services protocol:
The transmission protocol for access to the Microsoft Reporting Services is displayed.
The protocols "http" and "https" are available.
The default setting is the hypertext transfer protocol. The secure hypertext transfer protocol
is used for encryption and authentication of the communication between server and client.
● Reporting Services host name:
The server suffix for access to the Microsoft Reporting Services is displayed.
● Reporting Services port:
The port for access to the Microsoft Reporting Services is displayed.
A port represents part of the network address.
Saving the print preview

With the following properties, you set a default directory for storing reports exported as PDF
files from the print preview. You also can specify whether the file name and the directory can
be changed before saving the PDF file. Do not use local paths, instead use a UNC path.
● Default directory for PDF files: Input box for specifying a default directory in which the PDF
files generated from the print preview are saved. Use the right-hand button to open a search
dialog for selecting the required shared folder. This folder is not used for storing archived
batches.
● With the additional "Name and directory of PDF file can be changed" option, you can specify
whether or not you have the option of changing the file name and directory name before
the reports are saved. If the option is not enabled, the corresponding PDF file is saved with
a file name generated by the system in the configured directory. A part of the created file
name includes the object name you assigned in BatchCC. Note that PDF files may be
overwritten if the "Name and directory of PDF file can be changed" option is not enabled.
Information Server
If you have included a PH archive server in the PCS 7 configuration, to be able to access print
templates for printing and the print preview of batch data on a BATCH client, the Web Service
URL on the SIMATIC Information Server must be specified. You will find the address in the
Reporting Services Configuration Manager on the SIMATIC Information Server.
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"OK" button
"Standard" button
"Yes".
"Apply" button
"Cancel" button
"Help" button
15.1.3 BCC Properties dialog box shared tab
15.1.3.1 "Allocation" tab
Tree structure
You use the tree structure to specify the structure view in which the units are offered for
selection in the "Equipment selection" field:
● Class view: All units are listed in the "Unit selection" field sorted according to unit class
without an area structure. Units that do not belong to any unit class are displayed flat in the
tree.
● Area view: All areas with the subordinate units are listed in the "Unit selection" field. Units
that do not belong to any area are displayed flat in the tree.
Equipment selection:
● For unit selection without conditions
This list displays the existing areas and unit classes from the basic engineering for selection,
depending on the tree structure. The units available in each case are visible underneath.
Select the possible unit candidates here. The unit candidates limit the phases that can be
used during execution of this recipe unit.
● For unit selection with conditions:
All units are displayed as not modifiable under "Equipment selection". The units that are to
be selected have already been selected automatically.
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Strategy:
You use the strategy to specify how one of the possible units is selected for the actual batch
execution:
● Preferred unit: If no other assignment is made before creating a batch, the unit specified
as the preferred unit is used for the batch.
● The longest out of use: The unit that has not been used for the longest time will be used.
● Operator selection: The assignment of the unit is performed manually by an input in an
operator dialog.
● Process parameters: The variable selected in the "Process parameters" field determines
the unit to be used.
Preferred unit:
You select the preferred unit for batch processing.
Process parameters:
You select the variable with the "Unit" data type that determines on a process-dependent basis
the unit to be selected during batch execution. With the button to the right, you open the next
dialog "Level/....". The interconnection of the process parameter can be checked and set here.
Start allocation:
If this check box is selected, the entire batch processing will start only if the unit required by
this unit recipe is free. This unit is allocated at the start of the batch even if the actual processing
begins later. Use this procedure to ensure the availability of the unit.
Available phases:
● For unit selection without conditions:
For recipes, the equipment phases still available after taking into account the restrictions
are displayed (intersection).
For library operations, if several unit classes are selected, the union set of equipment
phases is displayed.
● For unit selection with conditions:
The union set of all selected units is displayed under "Available phases".
Note
The selection of "Strategy" or "Preferred unit" has no effect on the display of the available
phases. The phases corresponding to the selected units under "Equipment selection" are
displayed here. All possible phases are shown at first (union set). Once phases are selected
in the recipe (phases used), the available units and therefore the phases displayed here
are filtered.
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15.1.3.2 "Input material" tab (Procedure/Step/Formula/Batch properties)

The input materials are listed in the properties of the header (recipe procedure), the unit
recipes, the steps, the formula category, formula and batch.
For steps with a link to EOP, EPH or for operator dialogs, the entries are taken from the basic
engineering and for library sequences from the library object. Parameters can be created and
deleted in the other objects.
In the formula category, you can specify the parameters that are not specific to the procedure
as data structures. In the formula, you enter the "genuine" recipe values for the data structure.
Button for showing and hiding table columns

After the "Unit of measure" column listed below, there is an empty column with a button for
hiding or showing the following columns. This allows you to make the Parameters tab clearer
and simpler.
Button for printing parameters

Using a button in the table view, you can open a shortcut menu for printing the displayed
parameters. If you click the Print button in the shortcut menu, the table view along with the
parameters is output immediately to the default printer set in Windows.
If you click Print..., a Windows dialog opens in which you can select another printer set up in
Windows. If you click "OK" after making the selection, the parameters are printed.
List:
● Name: For steps that are linked to an EOP, EPH or library sequence, the name is adopted
from the ES or from the library object. You can specify a name for the other steps.
● Material (set): You can select from the input materials created in BatchCC. Click the button
to the right of the text box to open a dialog in which you can select the materials.
● Material (act): Displays the last (most recent) available process value.
● Code (set): Indicates a unique code, for example, an internal company code for the selected
input material in the form of a string.
● Code (act): Indicates a unique code, for example, an internal company code for the last
(most recent) available process value in the form of a string.
● Low limit: For steps that are linked to an EOP, EPH or library sequence, the low limit is
adopted from the ES or from the library object. The limit is unit-dependent. The limits are
applied to the higher-level steps linked to the source or destination.
● Low recipe limit: input of the low recipe limit. The low recipe limit must be within the
engineering limits. Values outside this range are marked in red during input and are not
permitted. If you click the X button, the entered value is reset to the original limit from the
ES. The setpoint for the amount of input material must then be within the recipe limits.
Otherwise, the validation signals an error. The low recipe limit is not unit-dependent, but
rather quantity-dependent. The recipe limits are adopted for the higher-level steps linked
to the source or destination.
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● Quantity (set): The specific recipe value is entered here. For dosing, a final dosing value
for an ingredient can be specified here. When linked with a data source, this value is fetched
from the higher-level and can only be modified there.
● OK: The "OK" column containing the check box is then displayed if you call up the
"Properties " dialog > "Parameters" tab of a control recipe during batch processing and then
click the "Change" button for the selected parameter row. If the check box in the "OK"
column is selected, entered values are applied. If the check box is not selected, no values
will be applied. If a limit is violated, the entered value is shown in red. A distinction is made
between recipe phases and operator instructions:
– For recipe phases: If the check box is selected, the setpoint entered is within the
specified limits and can be transferred to the AS. You can find additional information in
the section "Changing setpoints (Page 463)".
– For operator instructions: If the check box is selected, the process value entered is within
the specified limits and will be accepted by the system. If the system detects a limit
violation, the check mark is removed from the check box. The entered value is not
adopted by the system and is not shown in the batch report. If you as the user
nevertheless want to apply the value and show it in the batch report, select the check
box.
● Quantity (act): Displays the last (most recent) available process value.
● High recipe limit value: input of the high recipe limit. The high recipe limit must be within
the engineering limits. Values outside this range are marked in red during input and are not
Otherwise, the validation signals an error. The high recipe limit is not unit-dependent, but
● High limit: For steps that are linked to an EOP, EPH or library sequence, the high limit is
Note
If the master recipe has yet to be assigned to a unit, the high and low limits are marked in
green. The limits indicate the "shell" over all unit candidates.
● Unit of measure: The parameters are specified in greater detail by the units of measure.
The units of measure are entered in the ES and adopted when the process cell data are
imported.
● Scaling: You can use scaling functions (Page 594) to make processes quantity-dependent.
Depending on the specific quantity of the batch, the quantity in this row is corrected via the
set scaling function. The linear and quadratic scaling functions are available by default.
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● Source: For the RUP, ROP, and RPH recipe objects, an input material can be selected as
the data source from the next higher level in the selection field. This assumes that the higher
recipe level contains an input material with the same data type and unit of measure.
If there is no interconnectable input material in the list box, click the "..." button to create
and interconnect a new input material at the appropriate recipe level.
Examples:
The recipe phase fetches the setpoint from the ROP level. This can fetch the setpoint from
the recipe unit procedure level, etc. The recipe procedure, in turn, can fetch the setpoint
from the formula.
● Target: For the RUP, ROP, and RPH recipe objects, the process values from the process
can be passed on to the next higher levels.
Example:
The process value of a recipe phase can be passed up to the recipe level of the recipe
header. This also enables the process value of a recipe step to be used as the setpoint for
a subsequent recipe step. The button next to the parameter opens a dialog in which you
can create and interconnect new parameters on all levels.
● Process value ID / Setpoint ID: You can use the ID number to specify whether the parameter
value is to be saved for logging in the SIMATIC BATCH archive. With an ID number higher
than zero, the setpoint or process value is also made available on an interface for an
external program. Assigning unique ID numbers for the parameter values makes
processing in an external application easier. ID numbers from 0 to 32767 can be entered.
Following creation of a new operation type, the default value is 1 or the value that was set
in the ES.
● If the master recipe has yet to be assigned to a unit, the high and low limits are marked in
● Usage (formula): Here, a connector indicates graphically whether or not the variable is the
source for a parameter in the assigned master recipe.
● Display: A maximum of three parameters can be displayed in the step boxes of the SFC
display. Select the parameters you want to be displayed in the step box. All the parameters
are output in the tooltip text.
● Modifiable (procedure, step): Parameters can be changed during batch control. If the recipe
step is currently being processed there will be no reaction to the parameter modification.
The modified parameter will only become effective when the step is processed again.
Note
interconnections):
● If parameters are designated as "Modifiable", the operator is permitted to enter new
values.
● If parameters are designated as "Not modifiable", the operator is not permitted to enter
new values.
parameters nevertheless assume modified values of the source. If the operator enters
a new value on a parameter interconnected with a source, the parameter reference is
resolved. Resolved parameter references remain resolved in the subsequent course of
the recipe.
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● Effective immediately (step of type EPH, EOP, operator dialog): Parameters can be
changed during batch control. If the recipe step is currently being processed, the changed
parameter value will become effective immediately; in other words, it is transferred from
the running recipe step in the control recipe directly to the controller, where it takes effect
in the executing block. This option can also be set for parameter references.
● Hide: If you select this check box, the value of the parameter is not displayed or the
parameter row does not appear in the table.
● Equation: Configure arithmetic expressions at transitions and recipe parameters of recipe
unit procedures (RUPs), recipe operations (ROPs), and recipe phases (RPHs) to calculate
setpoints from parameters from the next highest recipe level and constants.
● Visible externally: If you select the check box, the parameter will be output to the batch via
the API command "GET_PARAMETER" without interconnection to the recipe header,
regardless of the recipe structure.
New (in the dialogs for recipe procedure, RUP, ROP sequence, formula category):
You can create new lines for input material.
Delete (in the dialogs for recipe procedure, RUP, ROP sequence, formula category):
You can delete a selected line. Remember that this line can be a data source or target.
Description:
In the dialogs for the recipe procedure, the RUP and the ROP sequence, you can enter an
explanatory text.
Specifying recipe limits (Page 581)
15.1.3.3 "Dependencies" tab

All elements related to the selected element are displayed in tabular form in the dialog.
Dependent elements might be library, master recipe or formula elements.
What is displayed?
Depending on the context in which you call this dialog, different elements will be displayed.
If you call the dialog in the BCC with aster recipe > Properties > "Dependencies" tab, all
formulas and libraries assigned to or used in this master recipe will be displayed.
If you open the dialog in the BCC with Library > Properties > "Dependencies" tab, you will see
all master recipes that use this library.
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15.1 Dialogs
"Name" table column

The "Name" column consists of 3 parts. 2 symbols and the name of the element. The first
symbol indicates the processing status of the element, for example, "In process". The second
symbol indicates the type of the element, for example, a flat or hierarchical recipe.
"Status" table column

The "Status" column shows the current status of the element in plain text.
15.1.3.4 "ESIG" tab
Introduction
In this tab, you specify the electronic signatures required for operator actions affecting a batch,
recipe procedure, recipe unit procedure, recipe operation, recipe phase or transition.
After enabling the function, assign users who will supply the electronic signature to each row
using the "..." button in the "Roles" column of the "Configure roles" dialog.
Activate
Selecting the check box activates the "Electronic signature" function for the object. The dialog
is updated and possible operator actions for the object are listed in a table.
Table of operator actions

● Operation: Displays all the actions relating to the object that can be signed. The display is
refreshed when you click the "New" button.
● Active:Here, you select the operator actions that you want to have signatures for.
● Sequence:Here, you select the actions for which the signatures must be entered in a
specific order per action (assuming that more than one signature is required per action).
● All at once: Signing all at once means that all the required electronic signatures must be
entered in an open signing dialog box before the operator action is taken.
Some operator actions on a gray background only work when they are signed all at once.
With actions that trigger underlying actions, the signing of operator actions must always be
performed all at once on one PC within a signing dialog. Not all at once means that several
signatures can be made individually on different PCs in different signing dialogs. The
operator action is executed only when all signatures have been entered.
● Roles: By clicking on this column, you open the "Configure roles" dialog box to select the
user roles for which the substitute will enter the signatures.
Configured roles
When you select an operator action in the top window, the configured user roles required to
provide an electronic signature are displayed in the required sequence in the bottom window.
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"Edit Roles" button

Click this button to open the "Confiure roles" dialog. Here, you assign a user role to supply the
electronic signature for an operator action.
OK
Saves your entries and closes the dialog.
Cancel
Discards your entries and closes the dialog.
Help
Specifying electronic signatures (Page 389)
15.1.3.5 "Recipe" dialog box

In this dialog, you create new parameters on the recipe procedure level (recipe header
parameter), on the recipe unit procedure (RUP), and on the recipe operation level (ROP). A
connection to the new parameter is also created.
Depending the type of connection, source or destination, the following applies:
Source : Read the setpoint of the parameter.

Target : Write the process value to the parameter.
Operation and handling in the dialog

The parameters of the various recipe levels are displayed in tabular form in the left window.
The following functions are provided in the "Parameters" column:
● Select/clear check box: If the check mark set on the selected level, a new parameter is
created on this recipe level.
● Symbols: The following symbols can be displayed.
Symbol Meaning
This parameter is created by clicking "OK".
No new parameter is created on this recipe level.
The parameter name already exists at this recipe level and cannot be created.
In this case, use a new parameter name.
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● Parameter name: If you click the parameter of the selected recipe level, the existing
parameter name is displayed in the right window. You cannot use it as the new parameter
name. If you click again on the parameter name, it is available again for the name change.
15.1.3.6 "Change Log" tab (Library/Recipe/Formula/Batch/Material properties)

In this list, you can document the modifications made to the object.

Windows. After making a selection, click "OK" to print the parameters.
List:
● Date: The list entry is made by the system with the current date and system time.
● User: Indicates the name logged on as user in the BatchCC.
● Action: The actions recorded by the system such as "Create new" relating to an object are
logged here. You can extend these system entries with the "New" button.
● Computer name: Each action you perform is recorded with the entry of the computer name.
This is the name of the computer on which you initiated this action.
New:
This allows you to add information to the system entries. After clicking the "New" button, a line
appears with the date and user. You can then enter a descriptive text. After clicking "OK", the
entry is saved and can no longer be modified.
Description:
Text box for descriptive text available after clicking "New" button.
15.1.3.7 "Condition" tab (Recipe procedure/Batch properties)

The "Conditions" tab in the properties dialog of a selected recipe unit procedure can be opened
from the BATCH Recipe Editor and from the BatchCC.
In the BATCH Recipe Editor, you configure at a recipe unit procedure the conditions according
to which the unit candidates are allocated. Define the conditions in such a way that at least
one candidate meets them. If none of the candidates meet the conditions, the validation signals
an error.
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Figure 15-1 Properties of an RUP in the Recipe Editor, "Conditions" tab
The results for the individual conditions are displayed for each candidate in process mode.
Based on the symbols, you can identify which of the conditions have switched and thus allocate
a specific unit for batch processing.
When the dialog is opened, the first row of possible candidates is automatically selected. When
you select a different candidate, its conditions are displayed together with the switch results
in the "Conditions" area. You always select a candidate with a left-click on the candidate
number.
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Figure 15-2 Conditions for candidate 1
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Selecting units
For a more efficient selection of suitable units in the BATCH Recipe Editor, specify process-
specific conditions for the unit in this tab. All units fulfilling these conditions are displayed in
the "Allocation" tab. This enables, for example, the inclusion of additional units in the batch
process (for batches that have not yet been released) without a recipe change in the event of
process cell expansions following an update of the process cell in the Batch Control Center.
The table is empty when the tab opens for the first time. You can insert new condition lines
with the "New" button. By marking a condition line and pressing the "Change" button, the
subsequent dialog for configuration of the conditions opens. The dialog guides the user in
entering the operands and the interconnection operation. Result: The "Condition" tab is
correspondingly updated upon closing the subsequent dialog. A line always contains the
information for exactly one condition. Additional conditions can be consequently entered by
using the "New" button. Existing "conditions" can be changed using the "Change" button or by
double-clicking a condition. A direct entry in the "Condition" tab is not possible.
If you use the allocation strategy "Preferred unit" with a condition, a preferred unit must have
been selected at the latest during batch planning. Otherwise the batch cannot be released.
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Combining conditions
Logical operators (see below) are used to combine conditions. You select the desired logical
operators using shortcut menu commands on the displayed operator buttons. Note that, before
you insert a condition, you decide which other condition the new condition is to be combined
with. Accordingly, you choose the appropriate combination level by pressing the corresponding
operator button behind the condition line to be combined.
A selected condition line can be deleted by pressing the "Delete" button.
List
● Variable (first variable): The first variable shows the attribute of the unit (equipment
property) that should fulfill a condition.
● Relational operator OP: The relational operator shows the relationship between two
variables. The symbols of relational operators have the following meaning:
– = : Equality.
– <>: Inequality.
– >=: Is the left variable greater than or equal to the right variable?
– <=: Is the left variable less than or equal to the right variable?
– >: Is the left variable greater than the right variable?
– <: Is the left variable less than the right variable?
● Variable/value (second variable): The second variable shows the value of the unit attribute
(equipment property) needed to fulfill the desired condition.
● Unit of measure: The physical unit specified for the variable is displayed here.
● Logical operators: You can use logical operators to flexibly combine your conditions
(shortcut menu commands). By single clicking the button with the right mouse button, you
open a menu for selecting the required logic operation. The logic operations provide the
result "satisfied" (or true) as follows:
– AND : all conditions are fulfilled
– OR : at least one of the conditions is fulfilled
– NAND: not all conditions are fulfilled
– NOR : none of the conditions are fulfilled
– XOR : at most one condition is fulfilled
● Change: Click the "Change" button to start the dialog-guided input of a condition created
previously with the "New" button.
● New: Use the "New" button to insert new rows for additional conditions.
● Delete: The "Delete" button deletes the selected condition (row).
Evaluation of operator input with graphic display

During the runtime of a batch, the configured conditions are resolved and the result is displayed
graphically.
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The "Candidates" area displays all candidates configured in the Recipe Editor that are possible
for the condition in rows in a table.
● "Unit" column: Name of the unit from the master recipe.
● "OK" column: The following symbols are displayed:
Symbol Meaning
OK, unit can be used as a possible candidate.
Not OK, unit cannot be used as a possible candidate.
Unit or its parameters invalid, not initialized or unknown.
In the "Conditions" area, the evaluations of the conditions during runtime are shown in a table
as results. The following symbols are displayed:
Symbol Meaning
OK, condition was met.
Not OK, condition was not met.
Current value or condition invalid, not initialized or unknown.
Unit selection via conditions for a flat recipe (Page 540)
Unit selection via conditions for a hierarchical recipe (Page 541)
15.1.3.8 "Allocations" tab (Recipe procedure/Batch properties)
"Allocations" tab
This tab shows you information about allocations of units by running batches in a tabular form.

parameters. If you click the "Print" button in the shortcut menu, the table view along with the
If you click the "Print..." button, a Windows dialog opens in which you can select another printer
set up in Windows. If you click "OK" after making the selection, the parameters are printed.
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List:
● Recipe assignments: This column lists the unit recipes used in the recipe and their names.
You can enter the name of the unit recipe in the hierarchical recipe using the properties of
the unit recipe; you can enter the name directly in a flat recipe.
● Unit:The preferred unit for the unit recipe is entered in this column. You can enter the
selection of the unit class and the preferred unit with the "Change" button or in the properties
of the unit recipe.
● Unit class: The unit class specified for the unit recipe is entered in this column. This
specification is made, for example, by selecting units for the unit recipe. If this value is set,
only library operations with the same assigned unit class can be used in the recipe unit
procedure.
● Start: The calculated start time is specified relative to the start of the first unit. If the first
step of a unit recipe is started dependent on a synchronization function, the start value
results from the calculated time of the first unit recipe as far as the synchronization line.
● Run time: Duration calculated from the time values entered in the recipe steps in the format
day:hours:minutes:seconds.
● Strategy: This column shows how one of the potential units is selected for the actual batch
execution:
– Preferred unit: If no other assignment is made before creating a batch, the unit specified
as the preferred unit is used for the batch.
– The longest out of use: The unit that has not been used for the longest time will be used.
– Operator selection: The allocation of the unit can be performed manually in an operator
dialog.
– Process parameters: The variable selected in the Process parameters field determines
the unit.
● Process parameters: Variable with the "Unit" data type that determines, on a process-
dependent basis, the unit to be selected when the batch is executed.
● At start: If this check box is selected, the entire batch processing will start only if the unit
required by this unit recipe is free. This is regardless of whether the units of other unit
recipes, which were executed in chronological order prior to this unit recipe, are free.
● Condition: If this check box is selected, the units that can be used for this unit recipe are
selected by a set of conditions. Special dialogs for entering the conditions are enabled for
this purpose. The third column, "Unit class", is available after this check box is selected.
Description of line n:
You can enter an explanatory description for a selected line here.
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Edit (in the recipe procedure dialogs):

A dialog opens for the selected line:
● If the "Condition" option was active, two tabs will be displayed. Edit the condition for the
unit in the first tab, "Condition". In the second tab "Allocation" you will see the preview:
– Left: All units that fulfill the given conditions are displayed as selected under "Equipment
selection".
– Right: The union set of the phases of all selected units is displayed under "Available
phases".
● If the "Condition" option was not active, only the "Allocation" tab for unit selection is
displayed.
New (in the recipe procedure dialogs):

Creates a new reference to unit recipes.
Delete (in the recipe procedure dialogs):

Deletes the selected row if the corresponding unit recipe was also deleted in the graphic user
interface.
15.1.3.9 "Process tags" tab (RP, RUP, ROP properties)

For the recipe procedure (RP), recipe unit procedure (RUP), and sequence in a recipe
operation (ROP sequence) recipe objects, or in the header data of the library operation, you
can select data that will be stored in the archive of SIMATIC BATCH as trend data.
Unit
In the Unit window, you can select the measured variables to be archived in the tree structure
using the unit and the equipment phase. All measured variables are offered here, which were
assigned a WinCC process tag variable during the configuration in ES (see also section
Configuring use of archive data from WinCC archives (Page 184)). Use the arrow key to add
a selected measured variable to the list of process tags to be recorded (archive value list).
As measured values, the process values of the parameter blocks (EPAR_) linked via the EOP,
EPH and TAG_COLL blocks are available.
The measured variables are detected during the execution of the object at which they are
entered in the archive value list. This means that values that have to be recorded during the
entire batch are entered in the archive value list of the recipe unit procedure. Values that only
need to be acquired during a recipe operation are entered in the ROP properties in the archive
value list.
15.1.3.10 "Parameters" tab (Procedure/Step/Formula/Batch properties)

The parameters are listed in the properties of the recipe header (recipe procedure), unit
recipes, steps, formula category, formula, and batch.
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The parameters are taken from the basic engineering for steps with a link to EOP, EPH or for
operator dialogs and from the library object for library sequences. Parameters can be created
and deleted in the other objects.
as data structures. In the formula, you enter the actual recipe values for the data structure.

and simpler.

List:
The following column titles are displayed:
● Name: For recipe steps to which an EOP, EPH or library reference is assigned, the name
is taken from the configuration (ES/BatchCC) and cannot be changed. You can specify a
name for the other steps.
adopted from the ES or from the library object. It is unit-dependent. The limits are applied
to the higher-level steps linked to the source or destination.
● Value: The specific recipe value is entered here. When linked with the data source, this
value is fetched from the higher-level and can only be modified there.
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click the "Change" button for the selected parameter row.
If the check box in the "OK" column is selected, entered values are applied. If the check
box is not selected, no values will be applied. If a limit is violated, the entered value is shown
in red. A distinction is made between recipe phases and operator instructions:
violation, the check mark is removed from the check box. The entered value is not
adopted by the system and is not shown in the batch report. If you as the user
box.
● Value (act): Displays the current process value. Process values from the current batch are
then displayed, when the corresponding batch step is active, for example, with the Running
or Held status. The corresponding unit must be allocation, in addition. The value is
constantly updated in the dialog in the BCC. The process value is transferred to the BATCH
database only when the batch step reaches a final status, for example, Completed, Aborted,
or Continuous. Hover the mouse pointer over the cell to get more information in a tooltip.
The time stamp tells you when the process value was recorded. The activation counter
shows how often the element has been activated. In loops, this counter is usually equivalent
to the number of passes. However, manual activation (reset, start) is also an instance of
activation and increments this counter.
Note: If the background of this cell is red, the (process) value displayed in the cell may not
correspond to the possible setpoints. The value is displayed just as it was read in this case.
adopted from the ES or from the library object. It is unit-dependent. The limits are applied
to the higher-level steps linked to the source or destination.
Note
imported.
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● Data type: For recipe steps to which an EOP, EPH or library reference is assigned, the data
type is taken from the configuration (ES/BatchCC) and cannot be changed. If you create a
new parameter, you have the option of creating a data type yourself. You can choose from
standard data type such as BOOL, REAL, INTEGER, etc. and the user data types from the
global declarations in the ES. You can continue to use the standard data type "Status" in
transitions, to control a ROP independent of the status of another ROP, for example.
Text length for STRING data type
As of SIMATIC BATCH V6.1, the number of characters that can be edited in "STRING"
data type parameters in recipes is 254 instead of 16.
As the configuring engineer, you can increase the number of characters of string setpoints
within an SFC type via parameter assignment (Characteristics > Setpoints). The
"IEPAR_STR"-type block can only process setpoints with a maximum of 16 characters.
However, it is not possible to increase the number of characters here. If, when a batch is
processed, a greater number of characters is written than the block in the AS (SFC-type or
IEPAR_STR) can process, the setpoint is automatically shortened to the maximum possible
length.
● Source: For the RUP, ROP, and RPH recipe objects, a parameter can be selected as the
data source from the next higher level in the selection box. This requires a parameter in
the next higher recipe level with the same data type and of the same unit of measure. If the
selection box does not contain an interconnectable parameter, click "..." to create and
interconnect a new parameter at the appropriate recipe level.
Example:
from the formula.
Depending on the specific quantity of the batch, the parameters in this row are corrected
using the set scaling function. The linear and quadratic scaling functions are available by
default.
can be passed on to the next higher level.
Example:
● Setpoint ID, Process value ID: With an ID number higher than zero, the setpoint or process
value is also made available on an interface for an external program. Assigning unique ID
numbers for the parameter values makes processing in an external application easier.
When a new operation type is created, the default value is 1 or the value set in the ES.
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● Modifiable (procedure, step): Parameter should be modifiable during batch control. If the
recipe step is currently being processed there will be no reaction to the parameter
modification. The modified parameter will only become effective when the step is processed
again.
Note
interconnections):
values.
new values.
the recipe.
changed during batch control. If the recipe step is currently being processed, a changed
Only with operator instructions
● Setpoint modifiable: If the check box is activated, the setpoint can be changed in the
operator instruction. The setpoint is the expected diagnostics value that the operator enters
when the operator instruction appears for batch execution. The expected event (setpoint)
can be changed in the control recipe.
● Process value modifiable: When the check box is selected, the operator can enter the
diagnostic value as a process value in the operator instruction in the batch execution. If the
check box is cleared, the process value is displayed but it cannot be changed.
● Hide: If the check box is selected, the values are not visible and cannot be changed.
You can create new parameters of the following types: user-defined enumeration type, floating
point, integer, and string.
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You can delete a selected parameter line. Remember that this parameter can be a data source
or target.
Description of a referenced object:

In the dialogs for the steps with links to EOP, EPH or a library sequence, the linked object is
displayed here.
Description:
explanatory text.
15.1.3.11 "Output material" tab (Procedure/Step/Formula/Batch properties)

The output materials are listed in the properties of the header (recipe procedure), the unit
recipes, the steps, the formula category, formula and batch.
For steps with a link to EOP, EPH or for operator dialogs, the entries are taken from the basic
engineering and for library sequences from the library object. Parameters can be created and
deleted in the other objects.
as data structures. In the formula, you enter the "genuine" recipe values for the data structure.

and simpler.

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List:
● Name: For steps that are linked to an EOP, EPH or library sequence, the name is adopted
from the ES or from the library object. You can specify a name for the other steps.
● Material (set): You can select from the output materials created in BatchCC. Click the button
to the right of the text box to open a dialog in which you can select the materials.
● Material (act): Displays the last (most recent) available process value.
● Code (set): Indicates a unique code, for example, an internal company code for the selected
end product (output material) in the form of a string.
● Code (act): Indicates a unique code, for example, an internal company code for the last
(most recent) available process value in the form of a string.
● Quantity (set): The real recipe value is entered here. For dosing, a final dosing value for
filling can be specified here. When linked with the data source, this value is fetched from
the higher-level and can only be modified there.
click the "Change" button for the selected parameter row. If the check box in the "OK"
column is selected, entered values are applied. If the check box is not selected, no values
will be applied. If a limit is violated, the entered value is shown in red. A distinction is made
between recipe phases and operator instructions:
violation, the check mark is removed from the option button box. The entered value is
not adopted by the system and is not shown in the batch report. If you as the user
box.
● Quantity (act): Displays the last (most recent) available process value.
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Note
imported.
● Source: For the RUP, ROP, and RPH recipe objects, an output material can be selected
as the data source from the next higher level in the selection box. This assumes that the
higher recipe level contains an output material with the same data type and unit of measure.
If there is no interconnectable output material in the list box, click the "..." button to create
and interconnect a new input material at the appropriate recipe level.
Examples:
from the formula.
can be passed on to the next higher levels.
Example:
● Setpoint ID, Process value ID: You can use the ID number to specify whether the parameter
value is to be saved for logging in the SIMATIC BATCH archive. With an ID number higher
than zero, the setpoint or process value is also made available on an interface for an
external program. Assigning unique ID numbers for the parameter values makes
processing in an external application easier. ID numbers from 0 to 32767 can be entered.
When a new operation type is created, the default value is 1 or the value set in the ES.
Depending on the specific quantity of the batch, the quantity in this row is corrected via the
set scaling function. The linear and quadratic scaling functions are available by default.
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again.
Note
interconnections):
values.
new values.
the recipe.
changed during batch control. If the recipe step is currently being processed, the changed
You can create new lines for output material.
You can delete a selected line. Remember that this line can be a data source or target.
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Description:
explanatory text.
15.1.3.12 "Transfer parameter" tab

In this dialog, you configure the route control of source locations through an intermediary
location and to a destination location. All configurations you have made on the ES are displayed
in this dialog. To configure route control for SIMATIC BATCH, you must select locations for at
least two parameters (source and destination) in the "Location" column using the "..." button.
It is only practical to define route controls for an equipment phase (transfer phase) that you
have configured in the recipe editor.

In the tabular view, there is an empty column with a button for hiding or showing the following
columns. This allows you to make the Parameters tab clearer and simpler.

Requirements
● Route Control must be installed on the appropriate PCs.
● An equipment property with the data type "Location" is configured in the shared declarations
of the SIMATIC Manager.
● The required location must be assigned to each required Unit (instanced).
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List:
● Name: This displays the name assigned at the function block.
● Location (act): Displays the reference, the location, and the location ID, separated by a
slash "/". Example: "RUP(Reactor_A2) / Dest_L / 203". Process values are only displayed
for completed, aborted and stopped batches. The process values are displayed in the
sequence: Reference, Location, Location ID. Click the "Change" button and then select a
new interconnection (process values) instead of the cross-interconnection. When selecting
process values with the transfer parameters, the existing cross-interconnections are
deleted.
● Reference (set): The name of the unit recipe procedure is displayed here. When you select
a location, the location ID and process cell reference are automatically displayed in the
respective parameter line. If you do not use the optional parameter "Via", the "Reference"
and "Location" columns remain empty. If the final unit has not yet been decided, a question
mark appears in the "Location ID" column.
● Location (set): Click "..." to open the "Locations" dialog. There you navigate to the required
unit, select the required location and confirm your selection with "OK". Depending on the
parameter type you would like to assign to a location, you may only display the "source"
type locations. If you have not configured the required equipment properties, no locations
will be offered for selection.
Meaning: n. a. unit = unit cannot be allocated for SIMATIC BATCH.
● Data type: For steps that are linked to an EOP, EPH or library sequence, the data type is
adopted from the ES or from the library object. The parameter type/transfer type Source,
Destination or Via is displayed.
● Source: For the RUP, ROP, and RPH recipe objects, you can select a parameter as the
data source from the next higher level in the selection box. This assumes that there is a
parameter in the higher recipe level with the same data type.
If there is no interconnectable parameter in the list box, click the "..." button to create and
interconnect a new parameter at the appropriate recipe level.
Example:
from the formula.
● Location ID (set): The unique location ID generated by the system during engineering in
the SIMATIC Manager is displayed here.
can be passed on to the next higher level.
Example:
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again.
"Change" button
Click the "Change" button to make changes to the transfer parameters.
15.1.4 BCC Library Properties dialog box
15.1.4.1 "General" tab (Library operation properties)
Name and version

You specify the name and version of the library operation when you create a new library
operation or when you Save as.... The name cannot be modified in this tab.
Status:
The status provides you with information on the status of the library operation:
● In progress: Initial status of a newly created or copied library operation.
● Released for testing: Library operations that have been released for testing can be used
for creating a batch for test purposes.
● Released for production: This status indicates that the library operation has been tested
for normal production.
● Testing release: This status indicates that the system is currently checking for errors
following a process cell update (validation).
● Release revoked: This status indicates that the library operation must no longer be used
for new batches.
● Unknown: Status of a library operation unknown. An error may have occurred when creating
the library operation. Delete this library operation or open it again so that the library
operation changes to the "In progress" status.
Duration:
The longest time for the processing of a recipe is calculated here (usage "in progress"). It is
determined from the sum of step times through the course of the recipe, which in total equals
the greatest time. The time is entered as an empirical value in the steps. The output format is
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Description:
You can enter an explanatory description for the library operation.
15.1.4.2 "Allocations" tab (Library operation properties)
Parameter:
● Recipe assignments: This column lists the unit recipes used in the recipe and their names.
You can enter the name of the unit recipe in the properties of the unit recipe.
● Unit class: This column shows the unit classes of the unit recipes. You can select the unit
class in the properties of the unit recipe.
● Start: The calculated start time is specified relative to the start of the first unit. If the first
step of a unit recipe is started dependent on a synchronization function, the start value
results from the calculated time of the first unit recipe as far as the synchronization line.
● Run time: Duration calculated from the time values entered in the recipe steps in the format
● Condition: If this check box is selected, the conditions for the unit can be edited in this unit
recipe. The third column, "Unit class", is available after this check box is selected.
Description:
You can enter an explanatory description for a selected line here.
Edit:
A dialog opens for the selected line:
● If the "Condition" option was active then two tabs will be displayed. In the first tab,
"Condition", edit the condition for the unit. In the second tab "Allocation" you will see the
preview:
– Left: Under "Device selection" all units that satisfy the specified conditions are displayed
as selected.
– Right: The union set of the phases of all selected units is displayed under "Available
phases".
● If the "Condition" option was not active then only the tab "Allocation" is displayed for unit
selection.
New:
Creates a new reference to unit recipes. Use the "New" function if you want to work with Route
Control or a flat recipe.
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Delete:
Deletes the selected row if the corresponding unit recipe was also deleted in the graphic user
interface.
15.1.5 BCC Recipe Properties dialog box
15.1.5.1 "General" tab (Recipe procedure properties)

You have called this properties dialog in the recipe editor for the open master recipe with the
menu item "Header parameters".
Name and version

The name and version of the recipe procedure are specified when you create a new recipe or
when you use the Save as... command. If you want to change name and version, use the
shortcut menu command "Rename" at the selected master recipe.
Status:
The status provides information on the status of the recipe procedure:
● In progress: Initial status of a newly created or copied recipe procedure.
● Released for testing: Recipe procedures that have been released for testing can be used
● Released for production: This status indicates that the recipe procedures have been tested
and are designated for regular production.
● Release revoked: This status indicates that the recipe must no longer be used for new
batches.
● Release invalid: This status shows that the test of the recipe was not successful when
updating the process cell data. In this status you can edit and release the recipe procedures.
● Unknown: Status of a recipe unknown. An error may have occurred when creating the
recipe. Delete the recipe or open it again so that the recipe has the status "In progress".
Formula category:
A formula category (from the "Formula" folder) can be assigned to the open recipe with this
selection box.
The respective master recipes can then be assigned later to exactly these formulas.
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Duration:
The longest time for the processing of a recipe is calculated here (usage "in progress") and
displayed. It is determined from the sum of the step times of the path through the recipe that
yields the longest time. The time is entered as an empirical value in the steps. The output
format is day:hours:minutes:seconds.
Scaling the runtime:

The type of runtime scaling is displayed here. You can use scaling functions to make processes
quantity-dependent. Depending on the specific quantity of the batch, the duration of a step is
also corrected via the set scaling function. The linear and squared scaling functions are
available by default.
Overwrite runtime:
The "Duration" text box usually shows the runtime calculated by the system. You can enter
your own runtime in the "Duration" text box if you have previously selected the "Overwrite
runtime" check box. You can also select and apply one of the two default scaling functions
"Linear" or "Squared".
Process value reference:

To specify the parameter that represents the value of the actual quantity, click the button "...".
The corresponding parameter is searched for and selected in the selection dialog that opens.
The parameter is a standard parameter that is configured in SIMATIC Manager on the ES.
The value of the selected parameter is displayed and saved in the batch.
The value is only displayed for batches that reach the status "Completed", "Held" or "Aborted".
All other statuses are not supported. This is identified with a symbol in the list views. When no
parameter is selected as actual value reference, a hyphen "-" is displayed for the value "Actual
quantity" in dialogs and overview lists.
Description:
Enter an explanatory description for the recipe in this text box.
Parameter selection (Page 817)
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15.1.5.2 Parameter selection

All available parameters are displayed in this dialog in a tree view. You use this option to
determine if the parameters are displayed as recipe references or as process cell references.
You navigate to the parameter whose actual value is used and acknowledge the dialog after
selecting an actual value reference with the "OK" button. The parameter selection is displayed
and saved as path information in the "Actual value reference" field in the "Properties of ..."
dialog. You can make changes to your selection at any time.
Reference type:
You use this option to determine in which type the parameter selection is displayed in the tree
view. Regardless of your selection, all parameters of the open master recipe configured in the
ES are displayed.
Recipe reference: Shows all parameters of the recipe phases within the recipe unit procedures
of the open master recipe in the tree view.
Process cell reference: Shows all parameters of the equipment phases within the recipe unit
procedures of the open master recipe in the tree view.
None: The activated reference is deactivated.
Tree view
In this area you select the required parameter.
Buttons
OK: Uses the highlighted parameter to display the current value and exits the dialog.
Cancel: Does not apply any selection and exits the dialog.
Help: Opens the online help for this dialog.
"Batch" dialog properties
15.1.5.3 "Product" tab (Recipe procedure properties)
Product:
With the button to the right of the input field, you open a dialog in which you can select the
materials to be used as products (BatchCC > materials). The selected product becomes the
main product of the recipe to which the quantity information relates.
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Quality:
You can select a quality for a selected product to specify the product more precisely. Only the
qualities assigned to the selected product are displayed.
Product code:
This displays the code of the selected product.
Reference quantity for quantity scaling:

The reference scale is the reference quantity for quantity scaling. All quantity-dependent values
in the recipe relate to this quantity.
The quantity scaling factor results from the ratio: specific quantity to reference scale.
Unit:
Here, you specify the unit of measure for the minimum/maximum and reference scale.
Minimum quantity of a batch:

The minimum quantity is the lower limit for a concrete quantity. In the batch planning a check
is made to ensure that the quantity is not less than the value entered here.
In the parameters of the recipe phases (EOP/EPH) and the operator dialogs (OD), this value
is included in the calculation when determining the lower limits. If the minimum quantity is too
low, this may mean that the lower limit of the parameter is violated by quantity scaling.
Maximum quantity of a batch

The maximum quantity specifies the upper limit for a concrete quantity. Batch planning makes
sure that the quantity does not exceed the value entered here.
In the parameters of the recipe phases/operator dialogs, this value is included in the calculation
when determining the upper limits. If the maximum quantity is too high, this can violate the
high limit of the parameter after quantity scaling!
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Note on specifying amounts
Note
The entries made for reference quantity, minimum quantity and maximum quantity of a batch
are the basis for all quantity-dependent parameters in the master recipe. The parameters also
have an upper and lower limit value.
When using linear/squared scaling functions, avoid using a master recipe for both large and
small batch quantities. Otherwise, this can lead to scaled setpoints being outside the parameter
limits. If these limits are exceeded, this is detected during validation and displayed as a
"Warning".
Additional help: The setpoints derived per parameter from the specified reference quantity,
minimum quantity and maximum quantity of a batch are displayed as a tooltip for each
parameter value in the "Input material", "Output material" and "Parameters" tabs.
Example – High limit 10000 violated:

● In the "Product" tab: reference quantity = 600, minimum quantity of the batch = 400,
maximum quantity of the batch = 800
● In the "Parameters" tab: low limit = 0, value = 9000, high limit = 10000
Result: The settings maximum quantity = 800, reference quantity = 600 and setpoint = 9000
result in a scaled setpoint of 12000, however the maximum for this parameter is 10000. For
this master recipe the maximum quantity of the batch of 800 is too great, it should be a
maximum of 666,667.
15.1.6 BCC Formula Properties dialog box
15.1.6.1 "General" tab (Formula property)
Introduction
The properties of the formula are displayed, as follows:
● Name
● Version
● Status (processing status)
● Formula category for which the formula was created
● Reference quantity for quantity scaling (from the referenced master recipe)
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Master recipe:
In this input field, you select a suitable master recipe for the selected formula. The master
recipes assigned to the relevant formula category are displayed (master recipe property). After
you have made your selection, the "Reference quantity for quantity scaling" is updated in the
adjacent field.
Description:
You can also enter a comment explaining the formula.
The "Description" text field is limited to 255 characters. Any additional characters are not saved.
15.1.6.2 "Product" tab (formula property)
Product:
With the button to the right of the input field, you open a dialog in which you can select the
materials to be used as products (BatchCC > materials). The selected product becomes the
main product of the formula to which the quantity information relates.
Product code:
This is where the code for the selected product is displayed. The product code is read from
the created material and can only be changed there.
Standard quantity for quantity scaling:

The standard quantity is the reference for quantity scaling. All quantity-dependent values in
the recipe are based on this quantity. The quantity scaling factor is derived from the ratio:
Concrete quantity to reference quantity.
The value for the reference quantity for quantity scaling is read from the master recipe used
and can only be changed there.
Minimum quantity of a batch:

The minimum quantity limits the concrete quantity downward. In batch scheduling the system
ensures that the quantity is not less than the value entered here.
The value for the lower limit of a batch is read from the master recipe used and can only be
changed there.
Maximum quantity of a batch:

The minimum quantity limits the concrete quantity upward. In batch scheduling the system
ensures that the quantity is not greater than the value entered here.
The value for the upper limit of a batch is read from the master recipe used and can only be
changed there.
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Description of the product

The description of the product is read from the created material and can only be changed there.
15.1.7 BCC Order (Batch) Properties dialog box
15.1.7.1 "Add batch" dialog box (creating batches)
"Main characteristics" tab

You can create new batches in this tab. New batches are shown as a line in a list. If the list is
still empty, add a new batch with the "New" button. If you have called the function based on
an existing master recipe or a formula, the list contains a line in which the data of the base
object are entered and a unique name is displayed for the new batch. The batches generated
in this way are stored in an order and order category created by the system. You can edit the
batch properties or batch data in the individual columns. Fields that are released for editing,
are highlighted in white. You can open selection dialogs using buttons in the various fields.
Each batch contains the following properties:
● Name: Input of a new or change to an existing batch name. This batch name must be unique
within an order.
● "Parameters" button:
Opens a dialog with the tabs "Allocations", "Input material", "Output material", "Parameters"
and "Transfer parameters". The "Allocations" tab shows the unit recipes and their assigned
units in the master recipe used. You can edit the values in the columns "Unit", "Strategy"
and "At start". In the "Input material', "Output material", and "Parameters" tabs, you can
edit the setpoints for this batch.
● Status: For batches to be newly created, the system set the status planned.
● Release: Enables the "Released" status for this batch when it is generated.
● Mode: You determine the start mode:
– Operation: The operator triggers the start of the released batch.
– Immediately: A batch is started immediately once released.
– Time-driven: If you select this mode, you can set a start date and a start time in the
"Start" column.
Additional information is available in the section "Order of batch processing (Page 396)"
● Start: The start time of the batch is specified here in the "Time-driven" mode. This field can
also be used in a different mode. However the system ignores this information. Exception:
Process cell allocation list - this information is used here to display a potential conflict.
If batch start times are shown in red in the "Start" column, this means that there is a conflict
with the end time specified in the order. The batch time specified in the order does not lie
between the start and end time. To check the order time, open the dialog "Properties of ..."
for the corresponding order.
● Min: Minimum quantity. This limits the minimum actual quantity.
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● Quantity: Quantity for quantity scaling of the quantity-dependent values used in the recipe.
The functions for scaling the values relate to this quantity, however, the entry can still be
modified before starting a batch.
● Max: Maximum quantity, upper limit of the concrete quantity
● Product, recipe procedure / formula, formula category: This is where you specify the formula
or master recipe (without formula reference).
● Unit of measure: Specifies the unit of the product.
● Quality: Shows the quality of the product.
● Duration: This shows the run time of the recipe calculated from the individual step times in
the recipe editor.
"No. of copies" input box

Enter a number between 0 and 100 in the input box for the number of copies for the selected
object. You can create a maximum of 100 copies.
Click on the “Copy" button. The desired number of batches is then shown in the table list.
"Copy" button
Working with a template: If you select a batch in the table and then click the "Copy" button,
the selected batch becomes a template for all other copies. Batches generated with the "Copy"
button have the properties of this template.
If you work with a template, set all the properties (batch quantity, start mode, formula) of this
batch before you copy.
Copied batches are always inserted at the end of the list.
"Automatic" button
This allows you to automate the creation of the batch. After entering the total quantity, the
number of batches and quantities are calculated automatically. A maximum of 100 batches
can be created in automatic mode.
"New" button
The "New" button opens a dialog in which you can select a formula or a master recipe. You
can then make the settings for the batch quantity, start mode, master recipe / formula etc.
"Delete" button
The "Delete" button deletes a previously selected batch.
"OK" button
This generates the batches shown in the table in the appropriate batch folder.
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"Print" button
This immediately prints the batches shown in the table list on the selected printer without prior
layout configuration.
"Cancel" button
This closes the dialog without batches having been created.
"Help" button
15.1.7.2 "Comments" tab
Introduction
This dialog is displayed as a tab in the Dialog properties dialog of RUP, ROP, RPH etc. You
can create comments for an element of a control recipe.
Requirement
The "Comments" tab in the properties dialog is only visible in the control recipe.
Procedure
1. To add new comments, click "Add comments".
2. In the window that opens enter a comment text and exit the dialog by clicking on the "OK
button.
Result
A new comment line with the comment text you have entered is inserted in the "Comments"
tab of the properties dialog. The corresponding data is also automatically entered in the "Time
Stamp", "User" and "Computer" columns.
Notes about the dialog

● Only the first 138 characters of the comment are displayed in the "Comments" column. If
the comment is longer, it can only be fully displayed in the "Comments:" display box below
in the dialog.
● You cannot create or edit existing comments. You can only enter new comments.
● If you close the dialog with "Cancel", all new comments are discarded.
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● To save new comments, you must close the dialog by clicking "OK".
● The first line under the column serves as a search function. If you want to find comments,
enter a search criterion as a filter. If you want to find computer names, for example, enter
the initial letter of the PC you are looking for followed by *, for example, "A*". All computer
names with the initial letter A are displayed or filtered.
15.1.7.3 "General" tab (Properties of a batch)

In this tab, you can edit the data for a created batch.
● Name: The name of the batch was assigned on creation.
● Order: The order was assigned on creation of the batch.
● Order category: The order category was assigned on creation of the batch.
● Master recipe: The name of the master recipe used in the batch is displayed.
● Formula: The formula is assigned to a batch on creation.
● Status: The current status of a batch is specified by the system, e.g. planned, released,
completed.
● Product: The product from the master recipe is displayed in the batch.
● Planned quantity: Quantity for quantity scaling of the quantity-dependent values used in
the master recipe. The scaling functions for the values of the master recipe in the batch are
based on this quantity. Exponential numbers are not allowed as input values.
● Actual quantity: The value of the assigned process parameter.
To display a value, an actual value reference is selected under the header parameters of
the master recipe in the "General" tab.
Current values are only displayed for completed, stopped and aborted batches.
Note
The following is displayed instead of the value:
● A dash when no actual value reference is specified
● A symbol when the following conditions are met:
– A value was configured in the recipe.
– The status of the batch is not completed, stopped or aborted.
The symbol represents the "Waiting" for an actual value.
● Start time: The required start time of the batch

● Batch ID: The batch ID is assigned by the system.
● Duration: This shows the runtime of the master recipe calculated for the individual step
times in the recipe editor.
● Area: The permitted area (lower limit / upper limit) of the quantity from the master recipe is
displayed.
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● Start mode: You determine the start mode:

– Operation: The operator triggers the start of the released batch. This field can also be
used in other modes. The system, however, ignores the information. Exception: Plant
allocation list - here this information is used to display a potential conflict.
– Time-driven: If this mode is selected, a start date and a start time can be specified in
the start time.
● Description: Here, you can enter an explanatory text for the batch.
15.1.7.4 "Chaining" tab (Create order)
Displaying and configuring chaining

If configured, the chaining of the selected batch (predecessor, successor) is shown in this tab.
You can also create chaining for the respective batch in the "Planned" state. Select the start
mode and time. The chaining of a planned batch can be modified up to its release. If a batch
is chained, the chaining symbol appears at the batch in the BCC. Chaining settings you make
here will be applied in the "Set batch order" dialog. The chained batch (successor batch) never
starts automatically in process mode before the originally selected start time. Manual
intervention is possible, however.
Predecessor
If the batch is already linked to a predecessor batch, the following will be displayed in the
Predecessor area. If the batch is in the "Planned" state, you can change the settings of the
predecessor chaining.
● Name: Name of the predecessor batch.
● Selection box: Click on the selection box to open the "Select batch" dialog. Select the
predecessor batch here.
● "Delete" button If you click this button, all the settings for chaining to the predecessor are
deleted.
● Mode: Select the mode for your predecessor chaining.
– Start: This batch starts running as soon as the predecessor batch starts.
– End: This batch starts running when the predecessor batch has been completed.
● Time offset to previous batch: Enter the desired time offset to the predecessor batch. The
time format is "Days:Hours:Minutes:Seconds". If you enter 500 seconds for example, it will
be displayed as 08:20 minutes:seconds. You can only specify times for up to 24 days.
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Successor
If the batch is already linked to a successor batch, the following will be displayed in the
Successor area. If the batch is in the "Planned" state, you can change the settings of the
successor chaining.
● Number of the successor.
● Batch: Name of the successor batch.
● Status: Status of the successor batch.
● Order: Name of the order from which the successor batch originates.
● Mode: Select the mode for your successor chaining.
– Start: This batch starts running as soon as the successor batch starts.
– End: This batch starts running when the successor batch has been completed.
● Time offset: Enter the desired time offset to the successor batch. The time format is
"Days:Hours:Minutes:Seconds". If you enter 500 seconds for example, it will be displayed
as 08:20 minutes:seconds.
● "Add" button Click this button to open the "Select batch" dialog. Here you select the
successor batch.
● "Delete" button. Click this button to delete the selected successor batch.
Chaining batches (Page 373)
15.1.7.5 Select batch
Selecting predecessor and successor batches

All batches, regardless of their status, are offered for selection. Select the desired predecessor
or successor batch for your chaining and click "OK". Click "Cancel" to discard your selection.
15.1.8 BCC Material Properties dialog box
15.1.8.1 "Qualities" tab (Materials)
Introduction
In this tab, you can edit, create, or delete the qualities of a material.
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Delete:
If you have selected a quality for a material in the list, you can delete the quality from the
database with Delete. The deleted quality no longer appears in the list.
New:
Select New... to create a quality for a material in the database. In the "Properties of <quality>"
configuration dialog, you can enter the data for the new quality. The new quality appears in
the list.
15.1.8.2 "General" (Materials) tab
Introduction
In this tab, you can create or edit the materials.
Rules
● A material or a quality can have a maximum of 255 characters.
● The material code is alphanumeric and can have a maximum of 16 characters.
● The quality code is numeric and possible in the range 0 to 2147483647.
● Both the material name and the material code must be unique.
● The quality and the quality code must be unique within a material.
● When you delete a material, the system checks which recipes, libraries and formulas
contain use it. If this material is used there, it cannot be deleted.
Name:
Enter a name for the material.
Code:
Here, you enter a unique identification (for example, a company-internal code) for the material
in the form of a string. This code can be used to specify setpoint output and process value
input at the interface blocks IEPAR_PI, IEPAR_PO or IUNIT_BLOCK to identify the material
or product.
Use as input material and/or output material:

You can specify whether the material you have entered is an input material or an end product/
output material.
See also:
"Quality" tab (Materials) (Page 826)
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15.1.8.3 "Change log" tab

All performed actions on this element are documented in tabular form in the "Change log" tab.
The following table columns are displayed:
● Date: The system enters the date and time.
● User: The system enters the logged on user.
● Action: The recorded actions to this element are displayed by the system. For example, an
action is "created, Name:IM_A, Version: 1.1, ID: 17" or "edited". The ID is generated by the
system and used for the assignment in the database.
● Computer name:Each action you perform is recorded with the entry of the computer name.
This is the name of the computer on which you initiated this action.
15.1.9 BCC tab
15.1.9.1 "Select formula or master recipe" dialog box (creating an order)

In this dialog, you select the recipe to be used or the formula to be used for a new batch to be
created.
The left window shows the folder structure with the released elements of your SIMATIC BATCH
plant it contains.
In keeping with the selection of a folder in the left window, the right window shows all lower-
level elements without a folder structure.
In this window, you can use filter rows to search for specific elements.
Select the required master recipe or the required formula in the left or right window and confirm
your selection with the “OK” button.
To support your selection, you can activate the preview window. This shows the graphic
structure for the selected element.
Result: A master recipe and a formula were assigned to the batch.
Selected element
In this area of the dialog, you will see information about the selected master recipe or the
selected formula.
● Name: Name of the master recipe or the formula
● Type: Type of master recipe or formula. For example with master recipes, a hierarchical or
flat master recipe.
● Status: Release status of the master recipe or the formula. For example released for testing.
● Product: The product used in the master recipe. Example: Water.
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"Properties" button:
If you select a recipe or a formula you can open the properties dialog of the master recipe or
formula using the "Properties" button. The various tabs of the dialog display all the parameters
of the master recipe or the formula.
"Preview" check box

If you select the "Preview" check box, the dialog is expanded by a new window on the right in
which the selected master recipe or formula is displayed graphically.
"AS-based" check box

This check box is only selected if you select a master recipe in which a recipe unit procedure
(RUP) is executed in the AS in the selection windows.
15.1.9.2 "Change of candidates" dialog box
Introduction
When a batch is released or when setpoints are changed online, this dialog displays the units
to be activated or deactivated in order to execute the action.
If the action can only be completed when one or more unit candidates are activated or
deactivated, you will see the necessary information here and have the opportunity of confirming
or canceling the action.
Note
If a batch is released, canceling leads to canceling release: the batch is not released.
If you change setpoints, you cannot exit the parameter dialog with "OK". It is possible to cancel
the parameter dialog without changing parameter settings.
Unit
Name of the unit.
Unit name
Name of the recipe unit procedure in the batch.
Description
The activations/deactivations of the units still to be executed are displayed here:
● If activated: Unit was deactivated and must now be activated.
● If deactivated: Unit was activated and must now be deactivated.
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15.1.9.3 "Backup/Restore" dialog
Introduction
In this dialog, you can generate or restore a complete backup of your configured data (libraries,
master recipes, production orders, materials, user permissions etc.) as an sbb file.
File selection field

You use the usual functions to navigate to the folder that contains the desired restore file (sbb
file) and mark the file.
Save/Find
Target/source path of the sbb file
File name
Name of the file that is to be restored.
File type
Restore files (*.sbb/*.xml).
"Without log" check box

If you want to omit the archived data in the log when restoring your BATCH data, select the
check box. This means that a new log will be created without including the log data contained
in the backup file.
Start ID, last ID and "Read out IDs" button

To ensure that no deleted IDs can be used internally in the system for batch, recipe/library,
formula, category and material objects following a restore, as of version SB V7.1 SP2, it is
possible to have the system ascertain the last assigned IDs for these objects in the "Restore"
dialog and to set them. This action is executed by the "Read out IDs" function in the "Restore"
dialog. Following a restore, newly generated objects then begin at the next higher ID. If this
function is not enabled (default setting), 1 is entered as the start ID and the previous behavior
is retained; in other words, newly created objects begin with the first free ID.
Save
Following selection of the destination path, use this button to create the backup.
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Open
Following selection of the source path, use this button to restore the backup files. The database
for SIMATIC BATCH is recreated with the data of the backup file.
Note
After you have restored backup files in BatchCC, the assignment of user roles in SIMATIC
Logon performed previously (permission management) must be repeated.
Restore (Options menu) (Page 1021)
Automatic backup (Page 783)
15.1.9.4 "Assignment" tab in the "Updating the process cell" dialog
Displaying the dialog

You have executed the "Updating process cell" command. After importing the process cell
objects from the selected process cell, the "Updating process cell" dialog is always displayed
in the "Assignment" tab.
What is displayed in the dialog?

The dialog displays assignments of process cell objects. Process cell objects of the process
cell you have selected are loaded by the system from the relevant database and compared
with the process cell objects from the current engineering in the dialog.
What operator actions must be taken?

If you have made changes or expansions in the basic engineering, these must be synchronized
or updated in the database. During the synchronization, the system automatically makes and
displays assignments. These need to be checked and, if necessary, modified and then applied.
When you exit the dialog with the "OK" button, the displayed or set object assignments are
adopted in the database of the new process cell and the old assignments are overwritten.
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How is the information displayed and used in the dialog?

The object assignments are displayed in three windows.
In the left-hand window, you can see all the assignment objects in the "Current process cell"
table column in which you can navigate. These are process cell objects from the process cell
database. The "New process cell" table column displays the process cell objects from the basic
engineering and their assignment for every object in the "Current process cell" column. A cross
is displayed in the "edited" table column if you have changed an assignment. Each process
cell object in the "Current process cell" table column is preceded by a check box with the
following meanings.
Symbol Description Meaning

Check box with white No object from the process cell to be imported could be assigned.
background The database object is not assigned to any current object from the basic engineer‐
ing.
Check box with check The database object is assigned to a current object from the basic engineering,
mark on a gray back‐ however at least one lower-level object is not.
ground The object can be assigned but at least one lower-level element has no assignment.
Check box with check The object and all lower-level objects must be arranged according to the objects
mark on a white back‐ that will be imported.
ground The database object is assigned to a current object from the basic engineering,
however at least one lower-level object is not.
Here, you can cancel the existing assignment for an object. To do this, click the check box.
The check mark then disappears. The selected database object now has no value assigned
from the basic engineering.
The top right window "Values without assignment" displays the unassigned process cell objects
of the process cell to be imported that match the object selected in the left-hand window. If
values are displayed here, you can assign them to a selected object in the left-hand window
by double clicking. All underlying objects are also assigned. Any existing assignment is
automatically deleted by this action. As the result, the newly assigned a value appears in the
lower right window and a cross is entered for the selected object in the "edited" column in the
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left window. The right lower window only provides information. You cannot make any input in
this window.
Infotext: Objects were ... assigned

When you open the "Updating the process cell" dialog, values are automatically assigned to
all process cell objects. The values can be assigned by "internal IDs" or "Names". The following
applies for the assignment:
● When importing recipes from a different batch process cell, the process cell objects (units
of measure, data types, classes and instances) are assigned by their names.
● When opening the "Updating the process cell" dialog, internal IDs are used that are
assigned in the ES.
● When a reorganization is triggered in the ES or if the internal IDs get too large, all process
objects are numbered again and the assignment takes place by names.
Depending on which case applies, the infotext will indicate how the objects were assigned. By
means of IDs or names. This information will help you evaluate the assignments and change
them, if necessary.
"Show deleted objects" button

If you select this option, deleted objects are displayed in the left window. You can assign such
objects from the BATCH database with this setting. The default setting is to not show deleted
objects. Any object of the tree that is not assigned for a process cell update becomes a deleted
object. You can permanently remove deleted objects from the BATCH database using the
command Options > Compress data, provided these objects are not referenced or used in any
recipe or formula.
What are the consequences of an incorrect or missing assignment?

Changes in the basic engineering, for example deleting, moving, renaming objects or the use
of a stored PCS 7 project created with the "Reorganize" option can mean that the assignments
displayed and automatically made in the dialog are incorrect. In this case, you should always
check your changes in this dialog and, if necessary, cancel or correct the assignment and only
then exit the dialog with the "OK" button.
When you add or delete objects in the ES, the automatic assignments can be considered as
not critical since these objects and their assignments will be recreated or objects already
included along with their value assignments will no longer be used. Whatever the situation,
incorrect or missing assignments cause errors in the validation that is performed automatically
when the process cell is updated. During the validation, a check is made as to whether the
assignments between the database and basic engineering are consistent for all objects used
in the BATCH engineering. If there are inconsistencies between objects, this means that they
change to the "Release invalid" status. Process cell objects that become implausible during
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the process cell updating are marked in the BatchCC. Depending on the project settings, edit
such process cell objects and eliminate the causes of the problem.
Note
Deleting objects in the ES
Objects deleted in the ES are not automatically removed from the database, in other words,
all deleted assignments remain in the dialog and are stored again in the database of the new
process cell.
If you want to delete these objects in the database as well as in the dialog, use the "Compress
data" command in the BATCH Control Center. The deleted ES objects are then also removed
from the process cell database.
Reading process cell data into SIMATIC BATCH (Page 303)
Project settings > "General" (Page 758)
15.1.9.5 "Preview" tab in the "Updating the process cell" dialog
Introduction
The preview window displays all the changes in the engineering relevant to the BATCH process
cell and it can be printed out as documentation. This is the case in particular, if there are
changes to function types, for example when creating, deleting, modifying or even when adding
parameters of phase types.
Changes in the engineering that are displayed in the preview window

● "Name was changed from <%s> to <%s>"
● "Comment was changed from <%s> to <%s>"
● "Code was changed from <%s> to <%s>"
● "CFC chart was changed from <%s> to <%s>"
● "Online name was changed from <%s> to <%s>"
● "Type was changed from <%s> to <%s>"
● "Moved from <%s> to <%s>"
● "Version of data old:<%s> new:<%s>"
● "Unit was changed from %s(%d) to %s(%d)"
● "Data type was changed from %s(%d) to %s(%d)"
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● "LL was changed from %g to %g"

● "HL was changed from %g to %g"
● "Order of the parameters was changed"
● "deleted"
● "new"
● "The number of possible allocations has changed from %d to %d"
● "Parameter %s RTName was changed <%s> <%s>"
● "Parameter %s New Value added"
● "%s attribute changed from <%s> to <%s>"
The characters "<% followed by a letter>" or "% followed by a letter" are placeholders for
parameters.
"Print..." button:
With the "Print" button, the change log displayed in the preview window is output to a printer.
15.1.9.6 "Create batches" dialog box
Introduction
In this dialog, you can automate the creation of batches. After entering a total quantity, the
number of batches is calculated automatically with the appropriate quantities.
Master recipe
Displays the master recipe selected in the previous dialog.
Formula
Displays the formula selected in the previous dialog.
Minimum/maximum quantity of a batch

Displays the minimum and maximum quantity for the formula/master recipe selected in the
previous dialog "Select formula".
A comma is converted to a period in numbers for their display and their continued use within
SIMATIC BATCH. This means that a period is used as the decimal separator. A thousand
separator is not used or displayed.
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Requested quantity
Here, you enter the required quantity of the product.
Name of the batches

Here you enter the name required for the batches.
Start mode of batches

Select the Start mode for all new batches (operator, immediate, time-driven).
Planned start time of the batches

Select the planned start time of all new batches.
Strategy, Maximum utilization

Select this option if you want each batch to produce the maximum possible quantity. The last
batch produces the remainder.
Strategy, Proportional quantities

Select this option if you want each batch to produce the same quantity.
Calculate batches
When you click this button, the system starts to calculate the required batches. The batches
and the production quantity is then displayed in a table.
15.1.9.7 "Copy formula" dialog

In this dialog box, you can copy a formula within the same formula category by entering the
new name and the version of the copy.
15.1.9.8 "Add comment" dialog box

This dialog is used to specify a new comments. The comment can consist of several lines. If
you close the dialog with "Cancel", the text you have entered is discarded. The maximum
length of a single comment is 1024 characters.
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15.1.9.9 "Comment on messages" dialog box
Introduction
The dialog is used to comment on individual messages. It is called in the BatchCC if you have
opened the control recipe view. Select the entire control recipe, a RUP, ROP, RPH or a
transition and click on the "Comment on messages ..." command in the shortcut menu.
If no Process Historian is configured in a multiproject, the shortcut menu command can be
executed.
Requirements
● You have opened the control recipe view in the BatchCC.
● The "Comment on messages ..." dialog is open.
Procedure
1. Select a message in the upper message window.
2. Then click "Add comments ...".
3. In the "Add comments" dialog that opens, enter the comment for the selected message.
Close the dialog with "OK".
Result
A new comment for a selected message is shown immediately in the lower comment windows
with its time stamp, user ID, computer name and comment text. The comment text is also
shown in the "Comment:" field in its entirety.
Notes about the dialog

● All current messages of the WinCC long-term archive are displayed in the above message
window in real time.
● The lower comment window and "Comment" field below it are enclosed by the group field
"Comments". Both belong together and show the available comments for a selected
message (line at the top of the list). If another line is selected in the upper list, the content
of the second list also changes. A comment text with max. 128 characters is displayed in
the "Comments" column of the comment window. If the comment has more characters, it
can be fully formulated in the "Comments:" display box below this.
● You cannot create or edit existing comments. You can only enter new comments.
● If you close the dialog with "Cancel", all new comments are discarded.
● To save new comments, you must close the dialog by clicking "OK".
15.1.9.10 "Import objects from file" dialog

Use this dialog to select the file to be imported. Set the data type to "Export files (*.sbx)".
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Tip:
After selecting a file with the *.sbx extension, the right table "Elements contained in export file"
is filled out. The type (master recipe, libraries, formula category) and number of objects of the
type are displayed on a line depending on the content of the sbx file.
The assistant for the import process is started after selecting the desired file and pressing OK.
15.1.9.11 "Quality" dialog (Materials)
Introduction
In this dialog, you can create or edit a quality.
Name:
Enter a name for the quality.
Code:
You can specify a code for the quality you have entered (positive integer).
Description
In the "Description" text box, you can enter explanatory text for the newly created quality.
15.1.9.12 "General" tab (Order category property)

In this dialog, you can enter or modify the name of the order category and a description.
15.1.9.13 "General" tab (Plug-in details)

In this dialog, you select the functionality of the module and configure it for application during
validation.
The options for the respective functions are only enabled (can be enabled) when the module
provides the corresponding functions. A module does not need to provide every functionality.
It is theoretically possible that the module provides none of the functions.
If the user selects a functions, the system ensures that only one module can be configured for
this function when more than one module provides the selected function. If another module
has already been configured for this functionality, this is indicated by a message.
15.1.9.14 "General" tab (New order category)

In this dialog, you can specify or modify the name and a description of the order category.
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15.1.9.15 "General" tab (Properties of an order)

This tab displays the data for a new order and edit the batches that are created in it.
Order:
● Name: Specification of an order name.
● Status: The status display is not currently used.
● Planned quantity: Planned total quantity of the order (order quantity). Is specified during
order creation and cannot be changed for this order.
● Currently planned quantity: Requested quantity. As long as no batches are created in the
order, a placeholder is displayed. If batches are created in the order, the "Requested
quantity" value from the "Create batches" dialog is displayed.
● Actual quantity: Sum of the individual quantities of all batches in the folder. If no actual
value reference was specified, a hyphen is shown in the display field. As long as no batch
of the order has reached the final state (Completed, Stopped, Aborted), the number zero
is displayed. Whenever a batch of the order has reached a final state, the value in the
"Actual quantity" field is updated and displayed.
If the number can no longer be displayed and stored, then "1.#INF" is displayed in the field.
The value is larger than 3.40282e+038".
● Unit of measure: Unit of the product. If the units of measure of the process value reference
and product are not identical, the value <not unique> is displayed instead of a unit of
measure.
● Earliest start/ latest end for the batches: Earliest start and latest end of the batches (date,
time) of the order (optional).
● Batches: Number of batches in this order.
● Description: Field for text input. Enter an explanatory text for the order folder.
Process value reference, "General" tab (Recipe procedure properties) (Page 815)
15.1.9.16 "General" tab (Create order)

In this tab, you can edit the following data for a new order and edit the batches that are created
in it:
● Name: Enter an order name.
● Status:The status display is not currently used.
● Planned quantity: Planned total quantity of the order (order quantity).
● Actual quantity: The actual total quantity of the order (order quantity ) is adapted from the
number of batches and the respective batch quantity.
● Unit of measure:Unit of the product
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● Earliest start and latest end of the batches:Earliest start and latest end of the batches (date,
time) of the order (optional)
● BatchesNumber of batches in this order
● Description: An explanatory text can be entered
15.1.9.17 "General" tab (RPH unit class properties)
Function:
A list box with the functions stored in basic engineering is displayed.
Unit class:
The unit class selected in the "Allocations" tab in the RUP is displayed.
Preferred unit:
The preferred unit selected in the "Allocations" tab in the RUP is displayed as the unit class.
Run time:
You can enter a time you have calculated for the processing of this function. The format is
Runtime scaling:
Using scaling functions (Page 594), you can influence the quantities used. Depending on the
concrete quantity for the batch, the duration of a step is corrected using the selected scaling
function. As standard, linear and quadratic scaling functions are available:
Description of the phase:

The text entered for the EPH in the basic engineering is displayed.
15.1.9.18 "General" tab (Command step properties)
Function:
You can configure the command step in the "General" tab of a command step. To pass an
ISA88 command to one or more recipe objects, you need to select a target step, the target
command to be passed and perhaps the status the target object should have.
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Selecting target objects in the navigation area and transferring them to the command target list
Select the desired targets from the command targets offered. In the tree view, navigate to the
desired recipe element and use the arrow key to move it in the list of command targets. You
can select several targets. If you want to delete a target object from the list of command targets,
select it and click the left arrow key.
Command:
Select your desired command from the list of available commands. All available commands
are listed in the Shortcut menu commands (Page 1061) folder.
Note
The Restart command is a combination command and contains both the Reset and Start
commands.
Only commands applicable to the current target object status are permitted. See status
changes with recipe steps (Page 408).
Filter:
Under "Filter", select the status that the respective recipe phase should have in runtime so that
a command will be passed.
"Select all monitored" check box:

If you select this check box, all possible target objects arranged within your monitoring will be
listed. The check box is not shown if you do not use any command steps in monitored recipe
areas. The check box is cleared in the default setting.
Runtime
If a runtime is specified for the command step, the step retains the RUNNING status for this
period. Otherwise, it ends as soon as the command is sent.
Monitoring time
It is not possible to enter a monitoring time for the command step and the input box is always
grayed out. The execution of commands for recipe procedure elements cannot be monitored.
The command step cannot wait until all commands have executed.
Scaling the runtime

You use scaling functions (Page 594) to make processes quantity-dependent. Depending on
the specific quantity of the batch, the duration of a step is also corrected via the set scaling
function. By default, "linear" and "quadratic" scaling functions are available for selection. The
scaling involves both the runtime and monitoring time.
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15.1.9.19 "General" tab (Library operation unit class properties)
Name and version

You specify the name and version of the library operation when you create a new library
operation or when you Save as.... The name cannot be modified in this tab.
Status:
The status provides you with information on the status of the library operation:
● In progress: Initial status of a newly created or copied library operation.
● Released for testing: Library operations that have been released for testing can be used
● Released for production: This status shows that the library operation tested for production
is provided.
● Release revoked: This status indicates that the library operation must no longer be used
for new batches.
● Release invalid: This status shows that the test of the library operation was not successful
when updating the process cell data. In this status you can edit and release the library
operation.
● Unknown: Status of a library operation unknown. An error may have occurred when creating
the library operation. Delete this library operation or open it again so that the library
operation changes to the "In progress" status.
Unit class:
The unit class selected in the "Allocation" tab of the library operation is displayed.
"Monitoring time" in seconds text box

You specify the monitoring time and a system message will be generated if the current ROP
runtime is greater than or equal to the monitoring time you have set. Monitoring is disabled
when you enter a monitoring time of "0".
Scaling the run time:

You can use scaling functions to make processes quantity-dependent. Depending on the
specific quantity of the batch, the duration of a step is also corrected via the set scaling function.
The linear and quadratic scaling functions are available by default.
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"Overwrite runtime" check box.

If you select this check box, the "Run time" text box can be edited. You can then change the
run time calculated by the system. If you clear the check box again, the run time calculated by
the system is entered and used.
Description:
You can enter an explanatory description for the recipe operation.
15.1.9.20 "Batches" tab (Properties of an order)

In this tab, you can view the data for the batch of the order and if necessary modify it.
● Name: Entry of a batch name. This batch name must be unique within an order.
Opens a dialog with the tabs "General", "Input material", "Output material" and
"Parameters". The "General" tab displays information about the recipe used in this batch.
You can change the setpoints set for this batch in the "Input material", "Output material"
and "Parameters" tabs.
● Status: The system plans and specifies the status for new batches that will be created.
● Mode: You determine the start mode:
– Operation: The operator triggers the start of the released batch. This field can also be
used in other modes. The system, however, ignores the information. Exception: process
cell allocation list - there this information is used to display potential conflict.
– immediately: A batch is started immediately once released.
– time-driven: If this mode is selected, a start date and a start time can be specified in the
start time.
● Start: The start time of the batch is specified here in the "Time-driven" mode.
● Min: Downward limitation of the concrete quantity
● Planned quantity: Quantity for quantity scaling of the quantity-dependent values used in
the recipe. The scaling functions for the values are based on this quantity. The entry can
still be modified before starting a batch.
● Actual quantity: Sum of the individual quantities of all batches in the folder. The actual total
quantity of the order (order quantity) is adjusted from the number of batches and the
respective batch quantity. If the number can no longer be displayed and stored, then
"1.#INF" is displayed in the field. The value is larger than 3.40282e+038". Totals
calculations of individual batch quantities only make sense if they refer to a uniform quantity
unit. In case of different quantity units, the value "not unique" is displayed instead of the
concrete value.
● Max: Maximum quantity, upper limit of the concrete quantity
● Product, recipe procedure/formula, category: This is where you specify the formula or
master recipe (without formula reference).
● Unit of measure: The unit of measure of the product is displayed here.
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● Quality: The product quality is displayed here.

● Duration: This shows the run time of the recipe calculated from the individual step times in
the recipe editor.
15.1.9.21 "Batches" tab (Create order)
Input boxes and buttons

In this tab, you can create new batches and edit the data for new or existing batches.
● Name: Entry of a batch name. This batch name must be unique within an order.
Opens a dialog with the tabs "General", "Input material", "Output material" and
"Parameters". The "General" tab displays information about the recipe used in this batch.
In the "Input material', "Output material", and "Parameters" tabs you can change the
setpoints for this batch.
● Status: The system specifies the planned status for new batches to be created.
● Release: Enables the Released status for this batch when it is generated.
● Mode: You specify the start mode:
– Operation: The operator triggers the start of the released batch.
– Time-driven: If this mode is selected, a start date and a start time can be specified in
the "Start" column.
● Start: The start time of the batch is specified here in the "Time-driven" mode. This field can
also be used in a different mode. However the system ignores this information. Exception:
plant allocation list - here this information is used to display a potential conflict.
● Min: Minimum quantity. Limits the minimum actual quantity.
● Quantity: Quantity for quantity scaling of the quantity-dependent values used in the recipe.
The functions for scaling the values relate to this quantity, however, the entry can still be
modified before starting a batch.
● Max: Maximum quantity - limits the maximum actual quantity.
● Product, recipe procedure/formula, category: Here, you assign the formula or master recipe
(without formula reference) to the batch.
● Unit of measure: Shows the unit of the product.
● Quality: Shows the quality of the product.
● Duration: Shows the runtime for the recipe calculated from the individual step times in the
recipe editor.
Number of copies:
Specifies the number of copies to be created when you click the "Copy" button.
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Copying
Working with copies: Select a batch in the table and then click "Copy". The copy is added as
the last row in the table. The selected batch is always the batch that is copied as the template.
All batches copied afterwards have the properties of the template.
Automatic
This allows you to automate the creation of the batch. After entering the total quantity, the
number of batches and batch quantities are calculated automatically. A maximum of 100
batches can be created in automatic mode.
New
You create new batches with the "New" button. You then make the settings for the batch
quantity, Start mode, master recipe/formula etc.
Delete:
The "Delete" button deletes a previously selected batch.
Working batches as a template

First set all properties (batch quantity, start mode, formula) of a batch and then select this
batch to make it the template. After this, create further batches with the "Copy" button.
Select another batch in the table and then click "Copy", the selected batch then has the status
of a template and all subsequently created batches have the properties of the new template.
15.1.9.22 Tab "Batch messages" (settings)

The settings made here apply to the display of messages during the batch process when
working with the BATCH data management.
The display can be set differently for each level of the batch report:
● Status message: Display of the status messages of the equipment phases/operations or
batch control. The list is in ascending chronological order. The time stamp, the event and
the origin are displays with each status message.
● Operating message: Displays the operating texts, the time stamp, the event, the user name
and the comment of the operator per operating message.
● Error message: Displays error and disturbance messages in ascending chronological order.
● Limit value violation: Displays the limit value violations of input materials, output materials
and process parameters.
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15.1.9.23 Tab "Batch messages" (settings)

The settings made here apply to the display of measured values when working with the BATCH
data management. Display of the measured values can be activated per level of the batch
report (procedure level, RUP level, ROP level).
On this level, all the configured measured variables with their higher level designations are
listed. Following the listing of the measured variables, the measured variables are displayed
as a trend.
15.1.9.24 "Rename ..." tab

In this dialog, you can enter a new name or/and a new version for an existing batch object
(master recipe, formula etc.).
15.1.9.25 "Candidates" tab
Tree structure
With the tree, you specify the structure view in which the units are displayed for selection in
the "Unit according to condition" field:
● Class view without instances: All unit classes are displayed.
Unit according to condition

All conditions corresponding to the unit candidates are displayed under "Unit according to
condition".
15.1.9.26 "Computers and units" tab
All computers
The "All computers" list box displays all configured BATCH clients. You need super user rights
to define user roles for the displayed BATCH clients. Select or clear the check boxes for each
computer to specify the user roles that will be accepted on them. If you click on the "+", you
can open the user roles below a computer and you can close these again by clicking on the
"-".
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Units of the process cell

The "Units of the process cell" list box displays all the units of the process cell standardized
for SIMATIC BATCH. By selecting or clearing the check boxes for each unit, you specify the
user roles that will be accepted for the unit. If you click on the "+", you can open the user roles
below a unit and you can close these again by clicking on the "-". This applies only to operator
control of batches.
Note
The settings take effect only for operator control of batches starting from the RUP level (RUP,
ROP, recipe phase). Batches can continue to be operated even if the user is not authorized
for all units.
Status displays
Symbolizes characteristics of the user currently logged on (such as role of the current user).
User roles with yellow frame have super user status.
Caution: The name of this role need not necessarily be "Super user" or something similar.
A member with this role automatically has all rights. The rights of the role super user status
cannot be changed.
15.1.9.27 "Advanced" tab (plug-in details)

This dialog provides additional information about the module.
The following information is supplied by the module itself:
● Date/time when the module was created.
● Detailed description.
The following information is read from the registry: Installation path.
15.1.10 RE tab
15.1.10.1 "Synchronization" tab
Synchronization
Settings in the "Synchronization" tab are relevant only for SIMATIC IT.
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List:
● Action: The allocation of the units or all RPEs, except transitions, first needs to be confirmed
by SIMATIC IT or an external client (API) before SIMATIC BATCH continues the batch
execution.
● Event: Selection of the event or activation of synchronization with an external client. You
can use the "Unblock step" function to release an element that has been blocked by the
synchronization.

SIMATIC BATCH and SIMATIC IT

With recipe procedure elements (RPEs), for which the "MES_SYNC_REQUEST" action is
configured in the Recipe Editor, the BATCH Control Server (BCS) pauses recipe processing,
the RPE goes into the "blocked" state, and the BCS waits until it receives a command for
continuing from the API server. Only then will the BCS begin processing the paused RPEs.
15.1.10.2 "Select the material" dialog box
Finding materials
After setting filters, you can search for materials in this dialog box. Enter the name, code and
input material and then click the "Filter" button.
You can also use the wildcard * or ? to filter. For example, you can filter all objects beginning
with A using A*. With ? in a name, you can search for all objects with this name and a variable
at the location of the ? character
Folder:
Here, you can preselect the folder of the tree in BatchCC.
15.1.10.3 "Synchronization line" dialog box
Name:
Here, enter a name for the synchronization point.
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Blocking / non blocking

With this selection, you can decide whether or not processing should wait at this
synchronization point for the recipe unit procedures linked via the synchronization line.
Synchronization between recipe unit procedures (Page 521)
Configure synchronization lines (Page 570)
15.1.10.4 "General" tab (RPH unit class properties)
Function:
You receive a selection list of the EPH-type phases entered in the basic engineering. The
selection is restricted to the unit class and permitted units selected in the RUP.
Unit class:
The unit class selected in the "Allocation" tab in the RUP is displayed.
Control strategy:
The control strategies for the phase entered in the basic engineering are displayed. Select the
desired control strategy here. The parameters belonging to the control strategy are displayed
in the "Parameters" tab and can be changed there.
Note
Only the default values of parameters displayed for the currently set control strategy can be
modified. Browsing through all control strategies for the phase and the respective setting of
new parameter values is not possible. When a change is made to a different control strategy,
the default parameter set from the basic engineering is always displayed to begin with and can
be changed for the particular current control strategy.
Preferred unit:
The selected preferred unit for the unit class is output in the RUP in the "Allocations" tab.
Run time:
You can enter a time that you have determined for the runtime of this phase. The format is
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Monitoring time:
You can enter a time for monitoring the phase. If this time elapses and the phase has not yet
been executed, the message "Runtime exceeded" is output.

You can use scaling functions (Page 594) to make processes quantity-dependent. Depending
on the specific quantity of the batch, the duration of a step is also corrected via the set scaling
scaling function involves scaling both the runtime and monitoring time.
Continue:
With this option, a flag can be set for a recipe phase that is not self-terminating so that this
recipe phase is not completed when the "running" state is exited. Thus you can implement a
control strategy change on the fly with two consecutive recipe steps without interrupting the
automation level.
If the "Continue" option is selected, this is also indicated in the recipe phase by three dots that
stand for "Continue".
Note
The flag for the "Continue" option can always be set. However it is the user's responsibility to
determine whether it is possible for this operating mode to take effect.
For this two requirements must be met, which can even be changed during runtime of the
batch:
● I/O SELFCOMP = 0 (with SFC external view or SFC type instance)
To prevent the equipment phase from completing of its own accord following execution
and, therefore, enable it to continue, this condition must be fulfilled during configuration in
the CFC.
● I/O ENASTART = 1 (with SFC external view or SFC type instance)
If you want to restart the same equipment phase in a second recipe step with modified
setpoints, this condition must be fulfilled in the CFC.
Description of the function:

A text that was entered in the basic engineering for the EPH is displayed.
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15.1.10.5 "General" tab (RPH unit names properties)
Function:
You receive a selection list of the EPH-type phases entered in the basic engineering.
Note
The selected recipe phases influence the selection of possible units as an additional condition.
Concurrent use of recipe phases that cannot run on the same unit result in an empty unit list.
Control strategy:
The control strategies for the phase entered in the basic engineering are displayed. Select the
desired control strategy here. The parameters belonging to the control strategy are displayed
in the "Parameters" tab and can be changed there.
Note
Only the default values of parameters displayed for the currently set control strategy can be
modified. Browsing through all control strategies for the phase and the respective setting of
new parameter values is not possible. When a change is made to a different control strategy,
the default parameter set from the basic engineering is always displayed to begin with and can
be changed for the particular current control strategy.
Unit names
Here all allocations known for the recipe are listed by entering the unit name (recipe
allocations). This display corresponds to the information in the recipe header in the
"Allocations" tab. Activating the check box preceding an allocation switches the desired unit
allocation active for the recipe phase.
Use the "New assignment" button to create an additional (new) assignment to a unit. A
previously selected existing assignment can be changed via the "Edit assignment" button. The
information in the recipe header in the "Allocations" tab will be updated accordingly.
Run time:
You can enter a time that you have determined for the runtime of this phase. The format is
Monitoring time:
You can enter a time for monitoring the phase. If this time elapses and the phase has not yet
been executed, the message "Runtime exceeded" is output.
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You can use scaling functions (Page 594) to make processes quantity-dependent. Depending
on the specific quantity of the batch, the duration of a step is also corrected via the set scaling
function. The linear and quadratic scaling functions are available by default.
Release unit on completion

After completely running through the recipe phase, the used unit will be released.
Continue:
With this option, a flag can be set for a recipe phase that is not self-terminating so that this
recipe phase is not completed when the "running" state is exited. Thus you can implement a
control strategy change on the fly with two consecutive recipe steps without interrupting the
automation level.
If the "Continue" option is selected, this is also indicated in the recipe phase by three dots that
stand for "Continue".
Note
The flag for the "Continue" option can always be set. However it is the user's responsibility to
determine whether it is possible for this operating mode to take effect.
For this two requirements must be met, which can even be changed during runtime of the
batch:
● I/O SELFCOMP = 0 (for SFC outside view or SFC type instance)
To prevent the equipment phase from completing of its own accord following execution
and, therefore, enable it to continue, this condition must be fulfilled during configuration in
the CFC.
● I/O ENASTART = 1 (with SFC external view or SFC type instance)
If you want to restart the same equipment phase in a second recipe step with modified
setpoints, this condition must be fulfilled in the CFC.

A text that was entered in the basic engineering for the EPH is displayed.
15.1.10.6 "General" tab (ROP properties)
Phase/Library reference:
You obtain a list box of the phases of the type EOP or EPH stored in basic engineering or a
sequence stored in the library. The selection is restricted to the unit class and approved units
in the RUP.
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Unit class:
The unit class selected in the RUP in the "Allocations" tab is output.
Preferred unit:
The selected preferred unit for the unit class is output in the RUP in the "Allocations" tab.
Run time:
You can enter a time that you have determined for the run time of this function. The format is

The text entered in basic engineering for the EOP or EPH or in the library sequence is
displayed.
15.1.10.7 "General" tab (ROP sequence properties)
Substitute representation for sequence

A ROP sequence is the substitute for a step sequence in the graphic representation of the
recipe unit procedure. In the underlying step sequence, only phases of the type EPH can be
addressed.
Name:
You can assign a name to an ROP.
Unit class:
The unit class selected in the "Allocation" tab is displayed.
Preferred unit:
The preferred unit selected in the "Allocation" tab is displayed as the unit class.
"Runtime" in seconds text box

This is where the longest time for a straight cycle of the recipe unit is calculated and displayed
by the system. It is determined from the sum of step times through the course of the recipe,
which in total equals the greatest time. The time is entered in steps as a value based on
experience. The calculation may include inaccuracies for recipe operations in which loops are
used. The output format is day:hours:minutes:seconds.
You can enter your own run time if you have previously selected the "Overwrite runtime" check
box.
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If you select this check box, the "Run time" text box can be edited. You can then change or
overwrite the run time calculated by the system. If you clear the check box again, the run time
calculated by the system is then entered and used.
Description:
You can enter an explanatory description for the unit recipe here.
15.1.10.8 "General" tab (transition properties)
Name:
A name is automatically assigned to a transition.
Description:
Enter an explanatory text here.
15.1.10.9 "General" tab (jump properties)
Name:
A name is automatically assigned to a transition.
Description:
Enter an explanatory text here.
Jump destination:
Select the desired destination for the "Jump" object from the selection box. Only available jump
destinations are offered for selection.
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Jump (Insert menu) (Page 562)
15.1.10.10 "General" tab (Command step properties)
Function:
You can configure the command step in the "General" tab of a command step. To pass an
ISA88 command to one or more recipe objects, you need to select a target step, the target
command to be passed and perhaps the status the target object should have.
Selecting target objects in the navigation area and transferring them to the command target list
Select the desired targets from the command targets offered. In the tree view, navigate to the
desired recipe element and use the arrow key to move it in the list of command targets. You
can select several targets. If you want to delete a target object from the list of command targets,
select it and click the left arrow key.
Command:
Select your desired command from the list of available commands. All available commands
are listed in the Shortcut menu commands (Page 1061) folder.
Note
The Restart command is a combination command and contains both the Reset and Start
commands.
Only commands applicable to the current target object status are permitted. See status
changes with recipe steps (Page 408).
Filter:
Under "Filter", select the status that the respective recipe phase should have in runtime so that
a command will be passed.
"Select all monitored" check box:

If you select this check box, all possible target objects arranged within your monitoring will be
listed. The check box is not shown if you do not use any command steps in monitored recipe
areas. The check box is cleared in the default setting.
Runtime
If a runtime is specified for the command step, the step retains the RUNNING status for this
period. Otherwise, it ends as soon as the command is sent.
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Monitoring time
It is not possible to enter a monitoring time for the command step and the input box is always
grayed out. The execution of commands for recipe procedure elements cannot be monitored.
The command step cannot wait until all commands have executed.
Scaling the runtime

You use scaling functions (Page 594) to make processes quantity-dependent. Depending on
the specific quantity of the batch, the duration of a step is also corrected via the set scaling
scaling involves both the runtime and monitoring time.
15.1.10.11 "General" tab (RUP properties)
Name:
You can assign a name to a recipe unit procedure.
"Execute in AS" check box

If you select the " Execute in AS" check box, the recipe logic for the selected recipe unit
procedure will be executed in the automation system. The following conditions must be met
before the check box is enabled:
● The "SIMATIC BATCH AS Execution" license must be available in the Automation License
Manager.
● For a recipe unit procedure selected in the master recipe, there must be a CFC chart with
the "UNIT_PLC" block in the unit (plant view).
● The recipe must be released for editing in the Recipe Editor.
● There must be no active structure change (OSC).
If the caution icon is shown in the dialog, one of the conditions is not met and the check box
is grayed out. If you position the mouse pointer on the caution icon, you will see a message
indicating why the check box is not enabled.
Unit class:
The unit class selected in the "Allocation" tab is displayed.
Preferred unit:
The preferred unit selected in the "Allocation" tab is displayed as the unit class.
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Run time:
This is where you calculate the longest time for a straight cycle for the recipe unit. It is
determined from the sum of step times through the course of the recipe, which in total equals
the greatest time. The time is entered as an empirical value in the steps. The output format is



If you select this check box, the "Run time" text box can be edited. You can then change the
run time calculated by the system. If you clear the check box, the run time calculated by the
system is then entered and used.
Description:
You can enter an explanatory description for the unit recipe here.
15.1.10.12 "General" tab
Function:
The "Instruction" dialog for entering an instruction contains the "Instruction" and "General" tabs.
The dialog is displayed for recipe execution in batch mode when an instruction needs to be
acknowledged by the operator. You can enter instructions in both tabs.
The "General" tab contains the following data for your information.
Function:
The recipe function name is displayed.
Current unit:
The name of the employed unit is displayed.
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Planned run time:

The planned run time specified during the recipe creation is given in seconds.
Path:
The path of the instruction function within the control recipe is given. Example: reactor /
acid_11 / batch1 / reactor_9 / xferCon_10 / Instruction_4
The information is derived from: Order category / Order / Batch / Recipe unit procedure / Recipe
operation / Recipe phase
The attached numbers originate from the control recipe.
Selecting the RUP (recipe unit procedure) in the graphic

When you click on this button, the RUP containing the instruction is selected in the
corresponding control recipe.
Selecting the OPD (operator dialog) in the graphic

When you click on this button, the instruction is selected in the corresponding control recipe.

The text you entered during the creation of the master recipe is displayed.
"Apply" button
Click "Apply" to acknowledged the instruction and "OK" to release it for execution.
"OK" button
The button is enabled only after you have applied the instruction. Clicking "OK" continues the
execution of the recipe, depending on the master recipe used in your configuration.
15.1.10.13 "Instruction" tab (operator instruction properties)
Order
If you want to give the operator an instruction, e.g., pour into a container, or important
information, e.g., take a sample, you can enter the instruction text here. After you have
configured the activation status, this text is then displayed in batch mode. Three activation
statuses are possible. They are described under activation status. Instruction texts can be
formatted in any way. Tools are available in a toolbar for custom text formatting. The formatted
text is output in the control recipe view in BatchCC or in the BATCH controls when the recipe
runs.
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The following limitations apply:

● Text formattings for instruction texts are configured in master recipes. Changes to
instruction texts during recipe execution are possible only in OSC mode.
● Only the text and not the format information is saved in the SQL database and in the report,
archive, archive XML and API.
● Pictures and hyperlinks are not supported in instruction texts.
Note
An instruction text is available for runtime only in the languages in which it was created in the
Recipe Editor. Example: When an operator instruction has only been configured with the
English language setting in the Recipe Editor, it appears in runtime only if the language
selected in BatchCC is also English. The instruction field remains empty for all other languages.
If the text is to be displayed in both English and German, this must be configured again in the
Recipe Editor with English and German language settings.
Activation status
● Activate and do not block batch: The output of the instruction is for information purposes
only. The execution of this recipe segment is not held.
● Activate and block batch: The execution of this recipe segment waits at the current step
until the instruction is acknowledged.
● Do not activate: No operator instruction is output (commented NOP phase).
Note
If the operator instruction in BatchCC is accepted when the connection to the AS or to
WinCC is disconnected, the operator prompt remains in the faceplate of the unit
(UNIT_PLC) until the corresponding unit is released again by the recipe control.
Buttons in batch mode

If an instruction text interrupts the batch execution, the following buttons are available for
accepting it.
Button Meaning
OK Closes the dialog and continues executing the batch.
If you have accepted the instruction, the "OK" button is available for selec‐
tion.
Print The "Print" button is not available for the instruction text.
Apply The pending instruction or order is not acknowledged until you click the
"Apply" button.
Close Closes the dialog without accepting the instruction. Batch mode is not con‐
tinued.
Help Opens the help for the particular context.
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15.1.10.14 "Condition" tab (transition properties)
How do I configure transition conditions?

You can configure the conditions for a transition in this tab. The table is empty when the tab
opens for the first time. You can insert new condition lines with the "New" button. Selecting a
condition line and pressing the "Change" button opens the dialog for configuration of the
conditions. The dialog guides the user in entering the operands and the interconnection
operation.
Result: The "Condition" tab is updated accordingly upon closing all the dialogs. A line always
contains the information for exactly one condition. You can enter additional conditions one
after the other using the "New" button. You can change an existing "Condition" using the
"Change" button or by double-clicking on the condition line. A direct entry in the "Condition"
tab is not possible.
You can use logic operators to combine configured conditions. You set the logic operators by
right-clicking on the operator button via the shortcut menu.
The condition can be deleted by pressing the "Delete" button.
The configured conditions are shown in the control recipe in the tooltip of the transition.
List
● Effective immediately: The process value for operand 1 can be changed during batch
control. If the transition is currently in progress then the changed parameter value should
become effective immediately. This option can also be set for parameter references.
● Variable: The name of the variable configured during engineering is entered. This is the
variable used as the 1st operand used for the condition. The first operand can be a
parameter from the next highest recipe level, a process variable (process value from the
automation process) or an RPE status (status of the recipe procedure element).
● Act. value: The actual value of the 1st operand displayed. If no actual value is available, a
symbol is displayed. Hover the mouse pointer over the symbol to view a corresponding
tooltip. This enables you to see at a glance the difference between an empty field (e.g. an
empty character string) and a missing process value (e.g. a unit on which the recipe step
is to be processed has not yet been assigned).
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● OP, relational operator: The relational operator (OP) shows the relationship between two
operands. The symbols of relational operators have the following meaning:
– = : Equality.
– <>: Inequality.
– >=: Is the left variable greater than or equal to the right variable?
– <=: Is the left variable smaller than or equal to the right variable?
– >: Is the left variable greater than the right variable?
– <: Is the left variable less than the right variable?
Note
Floating point values may not be checked for equivalence or nonequivalence in
transitions. This can lead to invalid value transfer (e.g. 2.1. -> 2.09999996).
● Act. value: The actual value of the 2nd operand displayed. If no actual value is available,
a symbol is displayed. Hover the mouse pointer over the symbol to view a corresponding
tooltip. This enables you to see at a glance the difference between an empty field (e.g. an
empty character string) and a missing process value (e.g. a unit on which the recipe step
is to be processed has not yet been assigned).
● Variable/value: The name of the variable configured during engineering is entered. This is
the variable used as the 2nd operand used for the condition. The second operand can be
a parameter from the next highest recipe level, a process tag, constant, equation or RPE
status. In the case of a constant, you have the option of performing a linear or quadratic
quantity scaling. An equation is used for the arithmetic calculation of setpoints.
You can use the "Change" button at the bottom right of the dialog to change the values of
constants during batch operation. The "Variable / value" cell is then released for entering
a new value. A write lock symbol is simultaneously displayed at the transition in the control
recipe. Enter a new value for the constant and close the dialog by clicking "OK". The new
value takes immediate effect in batch mode and is valid for this batch.
Note
As the second operand of the condition use constants, the constant is then displayed in
the column “Variable / value" as well as in the column “act. value”.
● Effective immediately: A process value for operand 2 can be changed during batch control.
If the transition is currently in progress then the changed parameter value should become
effective immediately. This option can also be set for parameter references.
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● Unit of measure: The unit of measure specified for the process tag of the first operand is
displayed here.
● Result display for conditions: The result display for the individual conditions appears on the
right-hand side of the dialog. A check mark indicates whether the condition was fulfilled
when the transition was enabled. A question mark means that the transition status is
unknown or that the transition has not yet been enabled. An "X" means that the transition
condition was not fulfilled.
Logical operators
Using the buttons on which you select a logic operator, you can flexibly combine your conditions
with two-level operators. Right-clicking one of the two operator buttons opens the shortcut
menu for selecting the logic operation.
The logic operations provide the result "satisfied" (or true) as follows:
● AND : all conditions are fulfilled,
● OR : at least one of the conditions is fulfilled,
● NAND : not all conditions are fulfilled,
● NOR : none of the conditions are fulfilled,
● XOR : at most one condition is fulfilled.
Follow these steps, for example, if you want to configure the following logic for your conditions:
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Figure 15-5 Two-level combination logic for transition conditions
Procedure
1. Click "New" to insert a new condition and configure it by pressing "Change". The new
condition is linked by default with "AND".
2. Click the first "AND" operator button and then "New" to insert a new condition line with an
AND operation. Then click "Change" to configure the condition.
3. Click the second "AND" operator button, insert a new condition, and configure it.
4. Click the first lower "AND" operator button and insert an empty condition. Click "Change"
to configure the condition.
5. Right-click the second operator button and change the operator to "OR" in the shortcut
menu.
Result:
You have created a two-level combination logic for your conditions.
Figure 15-6 Result of interconnected conditions
The first partial result is fulfilled, when the first two conditions are fulfilled. The second partial
result is fulfilled, when conditions 3 and 4 are fulfilled. The total result for the transition is fulfilled,
when either the first or the second partial result is fulfilled.
Dialog buttons
● OK: Saves your entries and closes the dialog.
● Print: Prints the conditions listed on the screen in tabular form immediately to the configured
printer.
● Change: The button has a variety of meanings depending on context. For recipe
engineering in the Recipe Editor, click the "Change" button to open the interactive dialog
for entering a condition previously created with the "New" button. In batch mode, you can
use this button to change the value of a constant in the control recipe.
● New: Click the "New" button to insert new rows for additional transitions. The button is only
available in the Recipe Editor.
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● Delete: The "Delete" button deletes the selected condition (row). The button is only available
in the Recipe Editor.
● Close: Closes the dialog without saving changes.
15.1.10.15 "Allocation list" tab (library reference properties)

Transition queries within a library operation can contain queries of other recipe unit procedures.
Since a library operation is created independent of a master recipe, after inserting the library
operation into a recipe unit procedure as a library reference, a unique assignment has to be
made between such transition queries and other recipe unit procedures.
Parameter:
● Library reference: This column lists the units referenced by the transition queries of the
library operations and their names.
● Unit class: This column shows the unit class of the library operation.
● Allocation: In this column, the recipe unit procedures for which queries are made within the
library operation (for example, transition queries of other recipe units) are assigned. If
several recipe unit procedures are available, no new assignment can be made.
15.1.10.16 "Description" tab (ROP, RPH properties)
Description:
In the dialogs for the steps with links to EOP, EPH or a library sequence, you can enter an
explanatory text.
15.1.10.17 "Subcondition" tab

This displays the conditions for the units of the lower-level recipe level.
The lower-level conditions are linked by AND to the upper level (cannot be changed).
15.1.11 Dialog boxes
15.1.11.1 "Validate" dialog box

This dialog displays the results of the validation. You can call up the validation function yourself
or it is started and run automatically by the system during configuration. The validation function
is available and is executed with the following configurations:
● In the recipe editor to check the recipe
● When a batch is added
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● When a batch is released

● When a process cell is updated
Display
By selecting or deselecting the check box, you specify which event types are displayed. The
following event types are possible:
● Errors and/or
● Warnings and/or
● Information
The system always shows all three event types. The numbers in brackets indicate the number
of objects related to the event type.
Reported errors must be eliminated otherwise the validation will not be completed successfully.
An object with errors will not be used.
Sorting and filter functions

The column contents can be sorted by clicking on the table header of any column. Below the
table headers there is also a filter function for each column. Here, enter your filter criterion so
that only the required validation messages are displayed.
Eliminating errors with a comment

For each error, the type, number, element name and a comment are shown in a table row.
The comments contain information for localizing and eliminating errors. When you select a
row, other information is displayed in the lower area. The information depends on the object
and includes, for example the date, time, ID, name, quantity information etc.
If the error is in a master recipe and the recipe editor is open, you can open the relevant master
recipe at the location of the error by double clicking on one of the error rows.
Save to file
You can save the information from the validation as a text file by clicking the "Save to file"
button.
15.1.11.2 "No candidates available" dialog box

This dialog displays the results of the validation. You can call up the validation function yourself
or it is started and run automatically by the system during configuration. The validation function
is available and is executed with the following configurations:
● In the recipe editor to check the recipe
● When a batch is added
● When a batch is released
● When a process cell is updated
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Display
By selecting or deselecting the check box, you specify which event types are displayed. The
following event types are possible:
● Errors and/or
● Warnings and/or
● Information
The system always shows all three event types. The numbers in brackets indicate the number
of objects related to the event type.
Reported errors must be eliminated otherwise the validation will not be completed successfully.
An object with errors will not be used.
Sorting and filter functions

The column contents can be sorted by clicking on the table header of any column. Below the
table headers there is also a filter function for each column. Here, enter your filter criterion so
that only the required validation messages are displayed.
Eliminating errors with a comment

For each error, the type, number, element name and a comment are shown in a table row.
The comments contain information for localizing and eliminating errors. When you select a
row, other information is displayed in the lower area. The information depends on the object
and includes, for example the date, time, ID, name, quantity information etc.
If the error is in a master recipe and the recipe editor is open, you can open the relevant master
recipe at the location of the error by double clicking on one of the error rows.
Save to file
You can save the information from the validation as a text file by clicking the "Save to file"
button.
15.1.11.3 "Change log" dialog
List of modifications
This list documents the changes made by the system administrator with date, name, action
and computer name, for example, permissions for units modified.
Data affected by the action

Detailed information on the changes, for example, the units for which the permissions were
changed.
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15.1.11.4 "Select project" dialog

When BatchCC (BATCH client) was started, several BATCH servers with process cell projects
were found. The second column of the list shows the status of the BATCH servers. If "no
connection" appears, this BATCH server is currently not in operation or no connection can be
established to it.
If you select a project and click the "OK" button, you establish the connection to the BATCH
server with the required process cell project. As an alternative, you can also double-click on
the required entry.
The Update button updates the list of process cell objects again. In other words, BATCH
servers (process cell objects) that were started while the "Select project" dialog was open are
also displayed.
If you select the Update cyclically option and specify a time, the list of possible process cell
projects is updated cyclically.
15.1.11.5 "Create new formula category" dialog box

In this dialog box, you can enter the names, and a description of the new object.
With the Edit > Rename menu command in BatchCC, you can change this information later.
15.1.11.6 "Information" dialog box
Introduction
This dialog box appears as soon as the BATCH clients start and when there is a redundancy
failover. The dialog is displayed until all the DBs/server applications required by the BATCH
client are available.
It displays all computers and resources of a unit in SIMATIC BATCH:
● DB server project
● DB server offline
● DB server online
● SIMATIC BATCH applications
Dialog description
The following columns are available:
● The "Computer" column contains the computer name of the corresponding resource.
● The "Redundancy status" column shows the redundancy status of the computer.
● Under "Status of the applications / Notes", you will see additional text that depends on the
status of the SIMATIC BATCH applications.
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Rule
All components listed in the dialog must meet the following criteria to allow the BATCH clients
to start:
● Redundancy status: Master or Standalone
● Starting the BATCH Launch Coordinator: Running
Ignore status of BATCH server applications

With this option, the BATCH client starts immediately (only possible at the start of the
application) without waiting for all required server applications to become available. The status
of the "SIMATIC BATCH applications" is ignored.
This means that it is possible to work with the application without the BATCH control server,
Batch data management (Batch CDV) etc. being operational. In some circumstances you can
only work offline.
Note
The "Ignore status of BATCH server applications" function cannot be used with redundant
BATCH servers.
Work without redundant partner

If you select a row with the description "User action necessary", the "Work without redundant
partner" button is activated. With this button, the computer can be instructed to work without
its redundant partner and (in the case of redundancy with data replication) without its partner
database.
Note
If a computer is used without its redundant partner, none of the redundancy characteristics of
the overall system are available any longer.
Close application
Closes the BatchCC or the BATCH Recipe Editor.
15.1.11.7 ""Folder" dialog box (Properties)

In this dialog box, you can enter the name and a description of the new folder.
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15.1.11.8 "View permissions of the logged in user" tab
Introduction
This dialog displays the permissions of the logged-on user as specified by the system
administrator for all functions of BatchCC and the BATCH Recipe Editor.
User group/function
The "user groups/function" selection list displays all the user roles and their possible functions
when working with individual batch objects (recipes, batches etc.) defined for BATCH flexible
(read only).
Description
Here you will see a brief description of the function.
Application
The applications affected by this permission are listed in the "Application" column.
15.1.11.9 "Permissions management" dialog
Introduction
You define the permissions for user functions for the user groups and user roles defined in the
SIMATIC Logon roles management in this dialog. Permissions for user functions are assigned
to each group or role. By assigning permissions, you define the user function scope of
BatchCC, BATCH Recipe Editor, and BATCH OS controls for each user role.
Requirements
● Users and user groups have been created in the Windows Computer Management.
● The users and groups created in Windows have been assigned to the required user roles
in the SIMATIC Logon roles management in the BatchCC. Additional information can be
found in section "Specifying the user roles" below.
● You are logged onto the BatchCC as a user with the "Super user" user role.
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Status displays on user groups
Symbol Meaning
Symbolizes that a user with this role is logged on.
The "Super user" user role is represented with a yellow outline. A member of this group
automatically has the permissions for all user functions. The permissions of the "Super
user" role cannot be changed.
Note: The name of this user role does not have to be "Super user" or a similar name.
The name of the user role can be changed in the SIMATIC Logon permission manage‐
ment.
User groups/function
The "User groups/function" selection list shows all user roles defined for SIMATIC BATCH in
the SIMATIC Logon permission management. Each role contains identical function groups in
which permissions for user functions are organized. Function groups contain individual user
functions or user function groups. Multiple user functions are organized into user function
groups. The grouping facilitates assignment of permissions. The permissions for user functions
such as "Edit", "Delete", and "Export" are organized into groups.
You use the plus and minus signs in front of folders to navigate in the selection list. By selecting
or clearing the check boxes, you assign the permissions for user functions with respect to the
user role.
The following user roles are predefined in the SIMATIC Logon roles management and
displayed under individual permissions in the permission management:
● Super user
● Factory manager
● Shift manager
● Process engineer
● Automation engineer
● Emergency operator
● Operator
Description
Brief explanation of the user function.
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15.1 Dialogs
Application
The BATCH applications required to execute the function appear here. For example, the
BATCH Control Center (BatchCC) and the BATCH Recipe Editor.
Note
Permissions for user functions for the BATCH application "OS Controls" are not marked in the
"Application" column. In general, the user functions also apply to the BATCH OS controls if
they are counted among the BATCH OS controls.
Manage logons...
Opens the "Manage logons" dialog. Customized settings of the appearance of BatchCC and
Recipe Editor are reset to the default values in this dialog.
Assign default permissions...

By clicking the "Assign default permissions" button, you open the "Select standard role" dialog.
You use this dialog to overwrite the permissions of a user group with the default permissions
of any other group.
First, select the user group to which you want to assign default permissions of another group.
The "Assign default permissions..." button is only enabled when a user group is selected.
Select one of the six standard roles to replace the permissions of the selected user group with
the permissions of the selected standard role. Confirm your changes with "OK". Click "Yes" in
the security prompt that appears. Your changes only take effect when you click the "OK" button
in the permission management dialog.
Generate info file...

Clicking "Generate info file ..." opens a selection dialog in which you can specify where the
"RightsInfo.html" information file should be saved. This file contains all information on user
roles and their established permissions for user functions in SIMATIC BATCH.
Introduction to permission management (Page 292)
Specifying user permissions (Page 294)
Changing user permissions (Page 299)
Generating and displaying an info file with individual permissions (Page 301)
Select default role (Page 877)
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15.1 Dialogs
15.1.11.10 "Configure roles" dialog box
Introduction
In this dialog, you define the electronic signatures to be entered for actions and their sequence
by selecting user roles.
Available roles
All user roles allowed to execute and sign the action.
Configured roles
All user roles that must sign. The sequence in the list indicates the order in which the signatures
must be entered if the "Sequence" option is enabled in the "ESIG" tab.
Function of the buttons:
Use these icons to move the "available roles" for operator input in the direction of "Con‐
figured roles", and vice-versa.
Use these icons to specify the signature sequence if multiple signatures must be obtained.
First click on a user role in the "Configured roles" list.
15.1.11.11 Dialog box "SIMATIC BATCH: Sign"
Introduction
In this dialog, you sign an action.
Note
A user can sign only once within a dialog. This is also the case when the user has several of
the required user roles.
Element
Name of the object (batch, recipe procedure, recipe unit procedure, recipe operation, recipe
phase, transition).
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Information area
Status change: The type of operator input that must be signed is specified in this area. Operator
action: Displaying the operator action
Conditions: This area displays the condition for which the entry of the electronic signature is
required.
● Entry: For example, "All at once" or "Individually".
All at once: This setting is displayed if you have selected the "All at once" check box during
configuration. This means that if more than one signature is required, all signatures must
be provided at the same time, in other words, in an open "Sign" dialog box.
Individually: If more than one signature is required, the signatures can be entered
individually; in other words, the signatures dialog can be opened several times on different
BATCH clients.
● Sequence: For example "Any" or "In sequence"
Any: This setting is displayed if you have selected the "Sequence" check box during
configuration. If several signatures are required, there is no fixed sequence.
In sequence: If several signatures are required per action, they must be entered in a specific
sequence.
Times: This area displays the time of the request for an electronic signature and its validity.
● Requested at: Time at which the signatures were requested.
● Valid until: Time by which all signatures should be entered. Not currently used.
Signatures
This field displays all the user roles that are required to sign. If a sequence has been set, the
listed sequence must be kept to.
"Sign" button
With this button, you enter your signature after first selecting your user role.
Abort signature
This shows the user role that canceled the signature procedure.
Cancel signature process

The request for entry of signatures can be canceled with this button. This function is possible
only by one of the user roles above.
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15.1 Dialogs
15.1.11.12 "Select unit" dialog box

When the "Operator selection" strategy is configured, this dialog can be opened as soon as
SIMATIC BATCH wants to allocate a unit and the corresponding status is set at the recipe
step in the control recipe. This is indicated by the following icon.
Figure 15-7 Allocation of the unit by operator selection
You can see here which batch is currently using a specific unit. The unit is selected by selecting
an entry and confirming the dialog with "OK".
If this unit is already in use, the recipe unit procedure waits until the selected unit is available
again. If the conditions for allocation of the unit are not met, the recipe unit procedure waits
until the conditions are met and the unit is available.
Note
Before you select a unit, look up the current values for the individual conditions in the
"Properties of" dialog on the "Conditions" tab.
If more than one user attempts to make a selection at the same time, the allocation goes to
the first user. All other selected units are ignored.
See also
Process cell optimization with online assignment of a unit (Page 543)
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15.1.11.13 Create SQL Server database dialog box
Introduction
The "Create SQL Server database" dialog offers several possibilities for creating a new SQL
server database:
● Area: SQL script:
An SQL script is a file containing simple text with SQL statements. The statements in the
text can be executed on an SQL server computer by an SQL administrator. This is
necessary if the SQL server is not installed on the local computer and SIMATIC BATCH is
not installed on this SQL server computer. The SIMATIC BATCH administrator (super user)
can send this SQL script to the SQL server administrator. The SQL server administrator
then uses this information to create the SQL database.
"Script in file" button: The SQL script is saved as a file.
"Script in clipboard" button: The SQL script is copied to the clipboard and can then be
inserted into other application using the key combination "Ctrl" + "V" (paste).
● Area: Creating a database with local SQL server:
If the SQL server is running on the local computer and you as the user have the necessary
rights to create an SQL server database, you can use the "Create Database" button to
create a database. No intermediate steps such as copying files or texts are necessary.
15.1.11.14 "Export" dialog box
Introduction
Use this dialog box to export master recipes, libraries, and formula categories to a file. Use
the file format "*.sbx". The generated file can be used for an import in the BATCH Control
Center.
Rules
● All required data is always exported. If for example you only select master recipes then all
libraries and formula categories used in these master recipes will also be exported.
● Export formula categories, directly through selection, or indirectly via a master recipe, then
all formulas as well will always be exported.
Dialog elements
Navigation and selection In the navigation and selection window select the elements that will be exported, or select all
window elements of your batch process cell. Navigate in the tree structure via the "+" button and activate
the appropriate check box for the desired element.
Progress The total progress display shows you the temporal progress of the export process.
Info and result display All processing information is displayed, and at the end of the export process the result is displayed.
Libraries Progress display for libraries.
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Master recipes Progress display for master recipes.

Formula categories Progress display for formula categories.
Buttons
Export selected elements Use this button to start the export process for the activated elements. Use the following dialog
to specify the target directory and names of the export file.
Cancel The button will only be visible during the export process. The export process can be canceled
with this button. If the export process is cancelled a log will not be created.
Log The button is only displayed if errors occurred during the export process.
Click on the "Log" button to open a log window. Error information will be displayed in plain text
in the entries area.
Use the "Save to file" button to save the log file.
Close The export process is completed when the progress bar has reached its end. If the export process
is concluded then close the dialog via this button.
Help Opens the help for this context.
15.1.11.15 Select PCell, Recipe, Library dialog

This dialog allows you to select the required element in a folder structure.
When you open the top process cell folder, the two folders "Libraries" and "Master recipes"
can be listed as lower-level folders. You can only change the value for "Show extended SFC
structures", which is in project settings in folder "Display" under "Activating recipe elements",
to "No" for the "libraries" folder. This means that only the master recipe folder, which is always
included, is shown in this dialog. The other lower-level folder structures correspond to those
from Batch CC.
You can open a selected object that has been released with the button "OK".
Under Description, text entered for a selected object in BatchCC in the "Properties" dialog can
be displayed.
15.1.11.16 "Save as..." dialog

A copy is created when you save a library, recipe or formula. There are three options for making
a copy with "Save as":
● New name with set version [version number]
You use a new name for the element with "Save as". The version number is applied.
● Incrementing the major version
The major version number is incremented.
● Incrementing the minor version
The minor version number is reset to the default value of the minor version.
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15.1 Dialogs
15.1.11.17 "Select standard role" dialog
Introduction
The permissions for user functions of selected standard roles are reset in this dialog. As a
result of this action, the user roles are reset to the initial default values in the delivery condition.
Requirement
On the "Individual permissions" tab of the permission management dialog, you have selected
the user group to which you want to reassign the default permissions of a user role.
Procedure
1. Select the user group to which you want to reassign default permissions. You must select
a check box for a user group in order for the "Assign default permissions..." button to
become active.
2. Select one of the six standard roles to reset the permissions of this user group to the delivery
condition.
3. Confirm your entries with "OK".
4. Click "Yes" in the security prompt that appears.
5. Your changes only take effect when you click the "OK" button in the "Permission
management" dialog.
Result
The customized permissions for user functions for the selected user group have been reset to
the default values.
15.1.11.18 "Manage logons" dialog

You reset the customized settings for selected user logons to default values in this dialog.
Select the check box for the relevant user and click the "Reset" button. In the dialog that then
appears, confirm that the user settings for the selected user or users were reset.
15.1.11.19 "Location" dialog
What do I set in this dialog box?

In this dialog you will enter the start and end location (source and target) of a material transport.
SIMATIC BATCH allocates the units and forwards the transfer parameters to SIMATIC Route
Control. SIMATIC Route Control executes the material transfer and reports to SIMATIC
BATCH that the transport has taken place successfully.
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15.1 Dialogs
Selecting locations
The "Location" dialog lists all recipe unit procedures with their locations of the selected data
type (source, destination, over).
Locations are configured under equipment properties in SIMATIC Manager.
After selection of a location, the properties "Reference", "Location and "Location ID" will be
adopted in the properties dialog of the recipe function in the "Transfer parameters" tab.
Process mode
In process mode, only the location can be changed in the control recipe but not the reference.
"New assignment" button

Opens the dialog in which you select a unit so that you can assign the respective location.
"Edit assignment" button

Opens a dialog in which you can alter an existing allocation.
"Transfer parameter" tab (Page 811)
Additional information is available in the online help on SIMATIC Route Control in the section
"Interaction between SIMATIC BATCH and SIMATIC Route Control".
15.1.11.20 "Find" dialog
Find recipe elements

You can use the "Find" dialog to locate specific elements in recipes, batch, or libraries. You
can use the search function in BatchCC, in the BATCH Recipe Editor, and in the BATCH OS
controls. The hit locations are shown in a table. If you double-click a table object, the
corresponding recipe opens in the editor and the hit location is highlighted in color. The search
result can be saved as a text file.
You can search for the following elements, for example:
● Text
● Data such as data type, control strategy type, unit, library reference, category, or material
● Structures such as cross-references, source and target interconnections, jumps,
monitoring, command steps, operator instructions, and synchronization
● Materials
● Status and extended status
● Recipe unit procedures, recipe steps and transitions
● Parameters
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When a single master recipe is open in the Recipe Editor, you can also search for the process
cell reference object.
The search for these elements can be used in recipe steps, transitions, container objects (RUP/
ROP/SUB) in the recipe header or libraries.
The dialog is accessed via the menu command "Find" in the "Edit" menu, or via the
corresponding menu command from the shortcut menu. When the master recipe/library is
selected or open, you can also use the keyboard shortcut "Ctrl+F". You can search
simultaneously in multiple objects with multiple selection in a detail view.
Figure 15-8 "Find" dialog
Dialog description
The dialog is divided into various sections.
In the upper section, "Find what", you can specify your search. You search for text, data types,
and structures. Other fields are offered depending on your selection. For a text search, enter
a keyword in the text box and click "Start". All printable characters, including text sections, can
be used as search terms in any length. Wildcards cannot be used. The text search only finds
elements that you can select or enter during the creation of recipes. For example, no comments
on blocks or units from PCS 7 engineering are included in the search. Parameter names are
searched. Additional criteria are available for the "Data types" and "Structures" selection,
allowing you to fine tune your search.
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If you not only want to search these selected recipes / library elements, but also the library
elements referenced by them, select the check box and restart the search.
Note
The "Search" dialog is also used when searching for process cell references.
"Properties of master recipe" dialog, "Allocations" tab, "References ..." button.
The dialog that was opened does not include the "Search library elements" check box.
Process cell references are always searched for in the library elements in these dialogs.
The hits are displayed in the dialog. Hits in library elements cannot be opened at this point.
The search results are presented in tabular form in the middle section. There are filters
available for each column, allowing you to filter or sort the search results based on your
requirements. You use wildcards here.
The text found according to the criterion is displayed in the lower section.
Dynamic searching
If objects are open in the recipe editor, the search starts immediately when criteria are entered
or changed in the selection boxes. If you have selected objects in a detail view or in the
navigation tree, the search begins after clicking the "Start" button.
Displaying the hit location

When you click on a hit location displayed in the table, the corresponding recipe object is
opened and highlighted in the BATCH Recipe Editor. The search dialog remains open and you
can edit the opened master recipe, as long as the corresponding master recipe has not been
released. In this state, the displayed hit locations in the search dialog are always based on the
criteria with which the search was opened or started.
Examples
Question: In which objects does the "Liter" unit occur? Find what: Data types > Unit > l.
Question: Which elements contain parameters in the form of cross-interconnections? Find
what: Structures > Cross-interconnections.
Question: Which objects contain the jump recipe reference? Find what: Structures > Jumps.
Question: Is the element with ID 2:14 in a recipe? Find what: Structures: ContID:TermID > 2:14.
Start button
Starts the search.
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15.1 Dialogs
Save button
Opens a dialog in which you can save your search results as a text file to any location on your
hard disk.
Close button
Closes the dialog.
Help button
This opens the online help.
15.1.11.21 Batch process cell (process cell object)
Definition
The user can configure the batch process cell at this object. As the basis for creating
recipes in SIMATIC BATCH, the batch type of the process cell at this object must be edited
and synchronized with the block instances of the CFC charts. The batch instances are
generated here by compiling the process cell.
The object knows the distribution of the batch process cell (all information of the PC stations
with BATCH applications). The configuration data is downloaded to the PLC based on this
distribution.
See also
How to compile and download the process cell data (Page 204)
Compiling the Batch process cell data in single project engineering (Page 212)
Compiling the process cell data in multiproject engineering (Page 212)
Compiling and Downloading Batch Process Cell Data (Page 214)
15.1.11.22 Batch objects (Insert menu)

With this command, you can create the following Batch objects for the configurations for
SIMATIC BATCH:
Batch process cell
You can configure the batch process cell on this object. As the basis for recipe creation in
SIMATIC BATCH, in this object the batch types of the process cell are edited and compared
with the block instances of the CFC charts. The batch instances are created here through the
compile of the process cell. The object knows the distribution of the batch process cell (all
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15.1 Dialogs
information of the PC stations with BATCH applications). Through the download the
configuration data are loaded into the target systems according to this distribution.
Batch types
This object is used to generate batch types and to save batch types from batch process cells
in order to insert them into other batch process cells.
15.1.11.23 BATCH application
Definition
This object represents a BATCH application. Here, it is a representative for the BATCH Control
Server, project database, offline database, and/or online database components.
The BATCH server (BATCH Control Server) and the BATCH clients of a process cell project
generally run on different PCs. In order to download and distribute the process cell data of a
project among these PCs, a SIMATIC PC station must be created for each BATCH server and
BATCH client in the component view (SIMATIC Manager). The SIMATIC PC stations
necessary for this are configured in HW Config with the BATCH application.
See also
Basics of configuration (Page 135)
Configuring the BATCH server (Page 137)
15.1.11.24 BATCH application (stdby)
Definition
This object represents a BATCH application. Here, it is a representative for the redundant
BATCH Control Server, project database, offline database, and/or online database
components.
A SIMATIC PC station must be created for each redundant batch application in the component
view (SIMATIC Manager). The SIMATIC PC stations necessary for this are configured in HW
Config with "BATCH application (stdby)".
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See also
Configuration of the redundant BATCH server (Page 60)
15.1.11.25 BATCH application client
Definition
This object represents a BATCH client application. Here, a BATCH client is a representative
for the BATCH Recipe Editor, the Batch Control Center (BatchCC) for operator control and
monitoring of batches, and the batch data management.
The BATCH server and the BATCH clients of a process cell project generally run on different
PCs. In order to download and distribute the process cell data of a project among these PCs,
a SIMATIC PC station must be created for each BATCH server and BATCH client in the
component view (SIMATIC Manager). These SIMATIC PC stations are configured in HW
Config with the BATCH applications.
See also
Configuring the BATCH server (Page 137)
15.1.11.26 SIMATIC BATCH

This opens a dialog box in which all the configuration work relevant to Batch can be undertaken.
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15.1 Dialogs
15.1.11.27 Batch types in a library or within a project
Dialog box
In this dialog box, you can configure batch types that can be inserted in concrete Batch process
cells later.
● Batch types
– Data types: The system specifies the standard data types, output material, Boolean,
input material, floating point number, integer and string. User data types are created,
deleted and edited in the "Shared declarations" folder in the Component view of the
SIMATIC Manager.
– Units of measure: By selecting the "Units of measure" folder, you can create new units
of measure; by selecting an existing unit of measure, you can change its properties.
– Operation types, phase types and process tag types: By selecting the relevant folder,
you can create new operation types, phase types and process tag types. You can
change properties by selecting one of the existing objects. The order of the type
parameters can be changed in the process cell tree using drag-and-drop. If you use the
SFC types of the EOP/EPH variant, the batch types are only read in and displayed in
this dialog box (read only). Any modifications must be made in the SFC chart.
– Equipment properties: By selecting the "Equipment properties" folder, you can create
new equipment properties (unit parameters); by selecting an existing unit parameter,
you can change its properties.
For project data created with SIMATIC BATCH < V6.1, the unit class is displayed here
as an equipment property with the "Unit classes" user data type. This user data type
has all existing unit classes as values. Under "Batch types", each unit is assigned the
"Unit class" equipment property with the value they previously had as a unit class (a
reactor, for example).
Edit
The batch types can be edited.
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15.1 Dialogs
15.1.11.28 WinCC archive variable
Dialog box
This dialog box is a browser that displays all operator stations and their WinCC archives of a
single project or all operator stations of all projects in any project of a multiproject. By browsing
through the WinCC archives, you can select the WinCC process tag and by clicking the "Apply"
button, you assign the instance parameter.
Note
If there is an OS with the name "wincc" in the project, none of the existing WinCC Tag Logging
archives are displayed in this dialog box. Therefore, avoid using the name "wincc" in Batch
projects.
The measured variable at the parameter instance in a multiproject is read-only.
Apply
The variable is accepted when it is applied and the connection between the instance parameter
of the unit and the selected measured variable is established.
15.1.11.29 "Display" additional function
Dialog box
This dialog box displays all objects that use the previously selected Batch type. These can be
instances, instance parameters, units or equipment properties.
Using a filter, you can display either all attributes of a particular object or only specific attributes.
Further functions include:
● Opening a CFC chart
● Editing a control strategy parameter
● Assigning a WinCC archive tag
15.1.11.30 Control strategies of ....
Function
The appropriate parameters are assigned to a mode of operation in this dialog box. This means
that later in the batch control only the parameters selected here will be considered for an
appropriately set mode of operation. If the modes of operation are restricted to the instance
(EPH or EOP) allocated to the phase type or operation type, then later in the recipe also only
the modes of operation released here will be used.
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15.1.11.31 WinCC archive variable
Function
This dialog displays all operator stations and their WinCC archives of a single project, or in the
case of a project of a multiproject, all operator stations of all projects. By browsing in the WinCC
archives, you can select the WinCC process tag variable and assign it to the instance
parameter with the "Apply" button.
Note
If an OS with the name "wincc" is in the project then none of the available WinCC taglogging
archives will be displayed in this dialog box. Consequently in batch projects avoid using the
name "wincc".
In the multiproject the measured value is only readable on the parameter instance.
Apply
With Apply, the variable is applied and the connection of the instance parameters of the unit
with the selected measured values is executed.
15.1.11.32 "Display" additional function
Function
Use this dialog field to display all objects that use the previously selected batch type. These
can be instances, instance parameters, units, or equipment properties.
Using a filter, you can display either all attributes of a particular object or only specific attributes.
Additional functions can be:
● Opening a CFC chart
● Editing a mode of operation parameter
● Assigning a WinCC archive tag
15.1.11.33 Computer settings (shortcut menu BATCH start coordinator)
Setting the language

You select the required language for the shortcut menu and tooltip text of the BATCH Launch
Coordinator in the task bar in this dialog.
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15.1 Dialogs
15.1.11.34 User credentials

In this dialog, you authenticate yourself for the following functions in SIMATIC BATCH:
● Authentication for the archiving methods SQL server, FTP server and PH
● Authentication for saving automatically generated PDF files in a selected default directory
● Authentication for saving an automatic backup in a selected directory
Property
User credentials:
● Domain: Input box for the name of the domain.
● Login: Input box for the name of your logon.
● Password: Input box for the characters of your password.
Note
The user must be a member of the Windows user group "SIMATIC BATCH"
"OK" button
"Standard" button
"Yes".
"Apply" button
"Cancel" button
"Help" button
SIMATIC BATCH V9.0

15.1 Dialogs
sections:
15.1.12 SIMATIC BATCH configuration dialog
15.1.12.1 "S7 program" selection

In the process cell data list, you have selected the "S7 programs" object.
S7 programs from the basic engineering in the SIMATIC Manager that are not yet assigned
to an automation system are displayed. In addition, the S7 program must contain BATCH
objects. For example, an SFC type of the "EPH" category.
Runtime name in the dialog header

Logical path within the navigation tree.
Process cell data

For navigation in the process cell data.
Properties
Name of the object selected in the process cell tree.
S7 programs/objects
Button Function
Update The basic data of the BATCH process cell is generated or updated..
The necessary configuration data from the basic engineering in the
SIMATIC Manager is generated or updated for the BATCH process
cell.
Compile/download Opens the "Compile/download" dialog. The dialog consists of various
tabs in which you compile/download blocks (data and memory blocks),
charts or programs.
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15.1 Dialogs
Log
"Errors" display field The number of errors for the selected log is displayed.
"Warnings" display field The number of warnings for the selected log is displayed.
"Display" button The "Display" button activates the logging. The selected log is gener‐
ated as an XML file with the specified layout and displayed in Internet
Explorer.
With the "S7 program" selection, all errors or warnings related to the
S7 program are displayed. When you select an object, you can also
right-click and select the "Display log" function to show errors or warn‐
ings for an individual object.
"OK" button
Saves your settings and ends the dialog.
"Apply" button
Your settings are saved without closing the dialog. The button is only available if you have
made changes in the dialog.
"Cancel" button
Closes the dialog without saving changes.
"Help" button
Opens the SIMATIC BATCH online help for this context.
15.1.12.2 "CPU" selection

In the "Process cell data" list you have selected the "CPU" object.

Logical path within the navigation tree
Process cell data

For navigation in the process cell data
SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description This column displays texts that you entered in the properties dialog of the object
as comments in the SIMATIC Manager.
Memory setup (code Specify the actual memory setup of your CPU here. For example 8, 12 or 30
+data) MB.
You will find the current memory setup of your CPU by selecting the CPU in the
component view in SIMATIC manager. Select "Component state" from the short‐
cut menu and click on the "Memory" tab.
Allocation for recipe Select a percentage of your work memory that you want to allocate to the recipe
logic logic. The following percentages are available for selection: 0%, 10%, 20%,
30%, 40% and 50%.
Note: If you are not using the AS-based mode, select 0% as the allocation for
the recipe logic. You will find further information on planning the memory space
required for the recipe logic on the AS in the section "Obtaining the memory
expansion and setting the allocation (Page 210)".
CPU
Button Function
Update The memory blocks of the BATCH process cell are updated.
Log
"Display" button The "Display" button activates the log. The selected log is generated
as an XML file with the specified layout and displayed in the Internet
Explorer.
With the "CPU" selection all errors or warnings related to the CPU are
always displayed. In a selected object you can right-click and select
the "Display log" function to show object-specific errors or warnings.
Additional functions
No additional functions available.
OK button
Apply button
Your settings will be saved without closing the dialog. The button is only available if you have
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15.1 Dialogs
Cancel button
Help button
See also
"Chart folder" tab (Page 979)
15.1.12.3 "S7 program" selection

In the Process cell data list you have selected the "S7 program" object. The S7 program is
assigned to a CPU in an automation system. The name displayed as the folder name is the
name you assigned in the basic engineering in the SIMATIC Manager.

Process cell data

Properties

Description Information about the selected object is displayed in this text field. If you en‐
tered a comment for the object in the properties in the basic engineering, this
is displayed here.
Last changed on This text box displays the date and time of the last change in the following
format:
Example: 09/15/2010 08:24:47 (UTC +2:00), Coordinated Universal Time.
The entries "UTC +X" or "UTC -X" specify the current actual difference be‐
tween the national time and UTC.
Logical path The S7 program logical path is displayed in this text field.
SIMATIC BATCH V9.0

15.1 Dialogs
S7 program
The following functions are available for your charts in the "S7 program" area:
Button name Function

Compile Opens the "Compile program" dialog from the SIMATIC Man‐
ager.
Download Opens the "Download PLC" dialog from the SIMATIC Manager.
In the case of a complete download, you must first set the CPU
to "STOP" mode manually.
Note: The "download" button is only displayed if S7 programs
are assigned to an automation system.
Log
"Display" button The "Display" button activates the logging. The selected log is gener‐
ated as an XML file with the specified layout and displayed in the In‐
ternet Explorer.
With the "S7 program" selection, all errors or warnings related to the
S7 program are displayed. When you select an object, you can also
right-click and select the "Display log" function to show errors or warn‐
ings for an individual object.
Units: "Display" button: The units assigned to this S7 program are listed in this dialog.
"OK" button
"Apply" button
"Cancel" button
"Help" button
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.4 "Connections" selection

In the "Process cell data" list you have selected the "Connections" object.

Process cell data

Properties
The table shows the local S7 connection between the BATCH application on the PC and the
automation system. This is the connection data from NetPro.
Connections

Update Click this button after you have made changes in the connection configuration
in NetPro. This applies the current connection data from the basic engineering
in the BATCH configuration dialog.
Compile With this, you save and compile the current connection data in the current
project.
Download With this, you download the current connection data to the relevant stations
in the current project.
Log
"Display" button The logging is activated with the "Display" button. The selected log is
generated as an XML file in the specified layout and displayed in In‐
ternet Explorer.
Select "Connections" to show all connection errors or warnings. You
can also right-click a selected object and select the "Display log" func‐
tion to display object-specific errors or warnings.
"Display" button. Opens your current connection configuration in NetPro.
OK button
SIMATIC BATCH V9.0

15.1 Dialogs
Apply button
Your settings are saved without closing the dialog. The button is only available after you make
changes in the dialog.
Cancel button
Help button
15.1.12.5 "Stations" selection

In the "Process cell data" list you have selected the "Stations" object.

Process cell data

For navigation in the process cell data. You expand, for example the structure of the process
cell objects using the preceding plus character or collapse the structures using the minus
character. The name of the folder is taken from the basic engineering in the SIMATIC Manager.
Properties
SIMATIC BATCH V9.0

15.1 Dialogs
Stations
Button Function
Update The basic data of the BATCH process cell is generated or updated..
For AS-based operation, the configuration from basic engineering is adapted
as follows:
● The necessary CFC charts are created or updated for AS-based operation.
Example: @ASB_Mem.
● The BATCH application or standby BATCH application in your SIMATIC
PC station is / are replaced.
● Missing S7 connections between the Batch application and the AS are
created.
Note
S7 connections are created for H-CPUs. You have to configure fault-
tolerant connections in Netpro yourself. They are then used by SIMATIC
BATCH.
Compile / Download Opens the "Compile / Download" dialog. The dialog consists of various tabs in
which you compile/download blocks (data and memory blocks), charts or pro‐
grams.
Log
ternet Explorer.
Select "Stations" to show all station errors or warnings. You can also
right-click a selected object and select the "Display log" function to
display object-specific errors or warnings.
OK button
Apply button
Cancel button
Help button
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.6 "Station" selection

In the "Process cell data" list you have selected the "Station" object.

Process cell data

Properties
Name of the object selected in the process cell tree. Information about the station is displayed
in the "Description" text field. If you entered a comment for the object in the properties in the
basic engineering, this is displayed here.
Simulation (TCP/IP) on / off: Caution, select the check box only for test mode on a single-station
system with the simulation software, S7-PLCSIM. Please note that additional configuration
steps must be carried out for simulation. You can find detailed instructions here (Page 716).
If you select the option, you then have to update the station data and load it onto the BATCH
servers. A new communication link is created only when you update the process cell in
BatchCC.
You must disable the option for production or normal operation.
Station
Button Function
Update The basic data of the BATCH process cell is generated or updated.. For AS-based
operation, the configuration from basic engineering is adapted as follows:
● The necessary CFC charts are created or updated for AS-based operation.
Example: @ASB_Mem.
● The BATCH application or standby BATCH application in your SIMATIC PC
station is / are replaced.
● Missing S7 connections between the Batch application and the AS are
created.
Note
S7 connections are created for H-CPUs. You have to configure fault-tolerant
connections in Netpro yourself. They are then used by SIMATIC BATCH.
Compile / Down‐ Opens the "Compile / Download" dialog. The dialog consists of various tabs in
load which you compile/download blocks (data and memory blocks), charts or pro‐
grams.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ternet Explorer.
Select "Station" to show all station errors or warnings. You can also
right-click a selected object and select the "Display log" function to
display object-specific errors or warnings.
No additional functions available.
OK button
Apply button
Cancel button
Help button
15.1.12.7 "Multiproject/Project" selection
Multiproject/project selection
In the "Process cell data" list you have selected the "Multiproject/project" object.
Path in the topmost display field

Logical path from the multiproject
Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description A comment is displayed that you have entered in the SIMATIC Manager in
the "Object properties" for the multiproject or project.
Multiproject/Project
Button
Settings The button is only displayed for a single project and multiproject.
If you click this button, another dialog opens with the following four tabs:
● Distribution
● OS objects
● Process cells. Only on the multiproject
● System characteristics
"OK" button
Accept button
"Cancel" button
"Help" button
Opens the SIMATIC BATCH help for this context.
15.1.12.8 "Batch process cell" selection

You have selected the "Batch process cell" object in the "Process cell data" list.

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description You describe your Batch process cell in this text box.
Process cell component If you have configured one or more enumerations as an equipment
grouping property in SIMATIC Manager, you can specify one of them as a
grouping criterion for the Recipe Editor from the drop-down list. This
process cell component grouping is used as a unit class in the Recipe
Editor.
Using V4 components Activate the check box if you want to configure and use batch types
for V4 blocks. If there are already batch types for V4 blocks the check
box will be activated.
Batch process cell
Buttons
Check validity As with the compile function all batch instance blocks of the selected equip‐
ment modules will be imported. A check for consistency with the batch types
and conformity to ISA-88 will then take place. Validity errors and warnings
are displayed in the log field and can be viewed by clicking the "Display"
button.
In addition the errors and warnings are also indicated on each object by a
red or yellow lightning icon. Selecting the appropriate object and clicking
on the "Display" button shows you the object-based errors or warnings.
Transfer messages This button is only released in a single project and in a multiproject.
Activating this button opens the "Transfer messages to the ..." dialog for
transfer of batch-specific messages into the OS. Click "Yes" to start the
transfer process. Click on the "No" button and the transfer process will not
be started and the dialog will be ended.
Download... This button is only released in a single project and in a multiproject.
Activate this button to open the dialog for downloading the batch compo‐
nents.
Log
Drop-down list box The logs for the following batch processes are offered for selection in
a drop-down list:
● Validity
● Transfer messages
● Download
SIMATIC BATCH V9.0

15.1 Dialogs
ternet Explorer.
Select "Process cell" and click the "Display" button to show all process
cell errors or warnings. You can also right-click a selected object and
select the "Display log" function to display object-specific errors or
warnings.
Display of possible additional functions.
OK button
Apply button
Cancel button
Help button
See also
Introduction (Page 181)
15.1.12.9 "Batch types" selection in a multiproject
Batch types selection

In the list "Process cell data" you have selected the object "Batch types".

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties

Description You describe your batch types in this text box.
Last changed on The most recent change of the batch types are specified with date and time.
Batch types
Buttons
Propagate Use this button to open the "Propagate types total process cell" dialog.
Generate Use this button to open the "Generate types" total process cell" dialog.
Log
"Errors" display field The number of errors for the selected log are displayed.
"Warnings" display field The number of warnings for the selected log are displayed.
"Display" button The logging function is activated with the "Display" button. The selec‐
ted log is generated as an XML file with the specified layout and dis‐
played in the Internet Explorer.
With the "Batch types" selection all errors or warnings of the batch
types are always displayed. In a selected object you can also right click
to select the "Show Log" function to also show object-specific errors
or warnings.
Print This prints all batch types of the process cell in tabular form.
OK button
Apply button
Cancel button
SIMATIC BATCH V9.0

15.1 Dialogs
Help button
15.1.12.10 Selection of "BATCH types in the project of a multiproject"
Selection of batch types in the project of a multiproject

In the list "Process cell data" you have selected the object "BATCH types in the project of a
multiproject".

Display of the runtime name.
Process cell data

Properties

Description A description of your batch types is displayed in this text box.
Last changed on: The last change of the batch types is specified with date and time.
Batch types
Button
Status display This shows the current status of the batch types in the project. The status
display can show the following three states:
1. Up-to-date: All information on the batch types of the project agree with
the batch types of the multiproject.
2. No longer up-to-date: All information on the batch types of the project
doe not agree with the batch types of the multiproject.
3. ????????: This status occurs when a project is removed non-editable
from a multiproject for editing. A statement on the status of the batch
types in the project is not possible in this case.
Update With the "Update" button, you update the batch types in your project (as
part of a multiproject). In other words, the batch types of the multiproject
are read in.
Print button: This prints all batch types of the process cell in tabular form.
SIMATIC BATCH V9.0

15.1 Dialogs
OK button
Apply button
Cancel button
Help button
15.1.12.11 "Data types" selection
Data types selection

In the "Process cell data" list you have selected the "Data types" object
The following standard data types are specified by the system in the navigation tree:
● Floating point number
● Integer
● String
● Input material
● Output material
● Material
● Source
● Dest.
● Via
● TKey
● Location
● Boolean
The batch types defined by the user follow after the last standard data type. These user data
types are generated, deleted, and changed in the "Global declarations" > Enumerations" folder
of the PCS 7 project in the SIMATIC Manager.

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties
Data types
Button
Delete Click on the "Delete" button to open the "Delete data types" dialog. Click
"Yes" to delete all unused user data types in SIMATIC BATCH. When you
use the "Generate" function in the BATCH configuration dialog, the data
types are loaded again from the ES.
This function is practical when you have declared user data types that are
not relevant for SIMATIC BATCH.
Log
ted log is generated as an XML file in the specified layout and shown
in Internet Explorer.
Select "Process Cell" and click on the "Display" button to show all
process cell errors or warnings. Moreover on a selected object you can
right click to select the "Display Log" dialog to also show object-specific
errors or warnings.
"OK" button
Accept button
"Cancel" button
SIMATIC BATCH V9.0

15.1 Dialogs
"Help" button
Opens the SIMATIC BATCH help for this context.
15.1.12.12 "Data type" selection
Selection data type

In the "Process cell data" list you have selected the "Data type" object.

Process cell data

Properties

Description You can display or enter the description of the data type in this text box.
For standard data types a description text is specified and you cannot change it.
For user data types enter the description texts within the global declarations under
enumeration when selecting an object in the object properties in the SIMATIC Man‐
ager.
Control strategy The check box is only displayed for user data types.
The mode of operation can be activated or deactivated in the SIMATIC Manager
within the global declarations under enumerations, when selecting an object, in the
object properties.
Data type
No functions available.
Log
Select "Process Cell" and click on the "Display" button to show all
process cell errors or warnings. Moreover on a selected object you can
errors or warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
Parameter
Display... Only available for selected user data types.
All instance parameters that refer to this user data type are listed in a dialog field.
"OK" button
Accept button
"Cancel" button
"Help" button
15.1.12.13 "Data type parameters" selection
Data type parameters selection

In the "Process cell data" list you have selected the "Data type parameters" object

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description The description of the data type parameter is displayed in this text field.
Enter the description text within the Global declarations > Enumerations >
Enumeration type > Value, in the object properties in the Comment field in
Label Enter the label within the Global declarations > Enumerations > Enumera‐
tion type > Value, in the object properties in the Value field in the SIMATIC
Manager.
Value
No functionality available.
Log
Select "Process cell" and click on the "Display" button to show all proc‐
ess cell errors or warnings. Moreover on a selected object you can
errors or warnings.
None.
"OK" button
Accept button
"Cancel" button
"Help" button
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.14 "Units of measure" selection
Units of measure selection

In the "Process cell data" list you have selected the "Units of measure" object. Units are
created, deleted and edited in the "Shared declarations - Units of measure" folder of the project
in the SIMATIC Manager.
Run time name in the dialog header

Display of the run time name.
Process cell data

Properties
Units of measure
Button
Delete Click on the "Delete" button to open the "Delete units of measure" dialog.
Click on the "Yes" button to delete all units of measure that are not used in
SIMATIC BATCH. Points of use in recipes, libraries and batches cannot be
checked.
This function is useful if you have declared units of measure in SIMATIC
Manager within the global declarations that are not relevant for SIMATIC
BATCH.
Log
errors or warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
"OK" button
Accept button
"Cancel" button
"Help" button
15.1.12.15 "Unit of measure" selection
Unit selection
In the "Process cell data" list you have selected the "Unit of measure" object.

Process cell data

Properties

Description The description of the unit of measure is displayed in this text field. You can enter
a descriptive text in the object properties in the SIMATIC Manager.
Unit of measure
Display of possible functions.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
errors or warnings.
Parameter: Displays.
All the instance parameters that refer to this unit of measure are listed in a dialog box. You
can select certain attributes via a filter, or there is no instance.
OK button
Apply button
Cancel button
Help button
15.1.12.16 "Operation types" selection
Operation type selection

In the "Process cell data" list you have selected the "Operation type" object.

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties
Operation types
Button Description
New Click "New" to add a new operation type from version 5/6i.
Log
errors or warnings.
"OK" button
Accept button
"Cancel" button
"Help" button
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.17 "Operation type" selection
Operation type selection

In the "Process cell data" list you have selected the "Operation type" object. You can only
change and use the properties and functions of the selected object with versions 5 and 6i.

Process cell data

Properties

Description You can display or enter the description of the operation type in this text
box.
"Allow operator instruc‐ With this option, you specify whether or not this operation can be used by
tion" check box an operator instruction.
Default instance If at least two block instances of an SFC type are configured within the plant
hierarchy, the row is displayed. If multiple block instances are deleted, the
row disappears again.
Select one of the possible block instance names from the drop-down list.
The selected default instance is given preference when creating recipes.
Operation type
Buttons
New If you click "New" button, a new version 5/6i operation type parameter is
added.
Delete To delete the selected operation type, click the "Delete" button.
Log
"Warnings" display box The number of warnings for the selected log is displayed.
"Display" button The logging function is enabled with the "Display" button. The selected
log is generated as an XML file with the specified layout and displayed
in the Internet Explorer.
If "Process cell" is selected and you click the "Display" button, all errors
or warnings of the process cell are displayed. You can also right-click
on a selected object and select the "Display log" function to display
object-specific errors or warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
Instances
"Display" button All instance parameters that refer to this unit of measure are listed
in a dialog box. Certain attributes can be selected via a special filter.
OK button
Apply button
Cancel button
Help button
15.1.12.18 "Operation type parameters" selection
Operation type parameters selection

You have selected the "Operation type parameters" object in the "Process cell data" list. You
can only change and use the properties and functions of the selected object with versions 5
and 6i.

Process cell data

Properties

Description You can display or enter the description of the operation type parameter in
this text box.
SIMATIC BATCH V9.0

15.1 Dialogs
Assigned data type Assign the required data type to the type parameter. All standard data types
and user data types are available for selection. You must declare required
user data types under the shared declarations and make them available by
using the "Generate" function in SIMATIC BATCH.
"Data type" button Activating this button takes you to the corresponding data type. With the
"Back" button of the data type, you return to beginning selection.
Assigned unit of measure Assign the unit of measure to the type parameter. You must declare re‐
quired units of measure under "Units of measure" in the shared declarations
and make them available by using the "Generate" function in SIMATIC
BATCH.
"Unit of measure" button Activating this button takes you to the appropriate unit. With the "Back"
button of the unit of measure, you return to this location.
"Archive measured val‐ Select this check box if you wish to establish a connection to a WinCC
ue" check box archive tag for the instance parameters. This selection is required for as‐
signing instance parameters to WinCC archive tags. You then make this
assignment on the instance parameters of the corresponding operation
type.
"Test manufacturing in‐ A type parameter is selected here if it is to be provided in the batch log for
struction" check box the manual check (manufacturing instruction).
"Control strategy parame‐ If this check box is selected, you can make the control strategy settings for
ter" check box this type at the type parameter.
This option is only available after at least one control strategy type has been
configured under data types.
Events log ID: Here, you can specify a value from 0 to 65535 that can be evaluated later
in a user batch report to allow filtering. Different values are permitted for
setpoint and process value. This means, for example, that you could filter
according to setpoints with setpoint ID < 1000 AND setpoint ID ≥ 500 and
according to process values with process value ID ≤ 2000. The user can
specify how convenient such a query is in his log software.
Parameters
Button
Delete Click "Delete" to delete the selected operation type parameter.
Log
ternet Explorer.
warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
Instances
"Display" button All instance parameters that refer to this unit of
measure are listed in a dialog box. Certain attrib‐
utes can be selected by means of a special filter.
Or no instance exists.
OK button
Apply button
Cancel button
Help button
15.1.12.19 "Phase types" selection
Phase types selection

In the "Process cell data" list you have selected the "phase types" object.

Process cell data

Properties
SIMATIC BATCH V9.0

15.1 Dialogs
Phase types
Button
New Click "New" to add a new phase type. The default is version 5/6i.
Log
"Display" button The logging function is activated with the "Display" button. The selected
log is generated as an XML file in the specified layout and shown in
Internet Explorer.
Select "Process cell" and click on the "Display" button to show all process
cell errors or warnings. Moreover on a selected object you can right click
to select the "Display Log" dialog to also show object-specific errors or
warnings.
"OK" button
Accept button
"Cancel" button
"Help" button
15.1.12.20 "Phase type_EPH" selection
Phase type selection

You have selected the "Phase type_EPH" object in the "Process cell data" list.
SIMATIC BATCH V9.0

15.1 Dialogs

Process cell data

Properties

Description The description of the phase type is entered or displayed in this text box.
Allow operator instruc‐ With this option, you specify whether or not this phase can be used by an
tion: operator instruction.
V blocks Indicates the version of the phase type used. The following block types are
available for selection in the drop-down list box:
AF24: The block has 24 parameters.
AF16S: The block has 16 parameters.
Using Batch block instances of different versions (EOP, IEOP, SFC-TYPE)
but the same phase type automatically results in so-called mixed operation.
However mixed operation is permitted exclusively for combinations of ver‐
sions 5, 6i, and SFC type. Mixed operation of version V4.02 with other
versions is not allowed.
Allowed versions / combinations are:
Version = 4.02
Version = V5
Version = V6i
Version = V6
Mixed version = V5 / V6i
Mixed version = V5 / V6
Mixed version = V6i / V6
Mixed version = V5 / V6i / V6
Default instance If at least two block instances of an SFC type are configured within the plant
hierarchy, the row is displayed. If multiple block instances are deleted, the
row disappears again.
Select one of the possible block instance names from the drop-down list.
The selected default instance is given preference when creating recipes.
Phase type
Buttons
New if you click the "New" button, a new phase type parameter of the selected
version is added.
When a phase type parameter is created, the version of the type can no
longer be changed.
Delete Click the "Delete" button to delete the selected phase type.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
Instances
"Display" button All instances that refer to this phase type are listed in a dialog.
OK button
Apply button
Cancel button
Help button
15.1.12.21 "Phase type_AF" selection
Phase type selection

You have selected the "Phase type_AF" object in the "Process cell data" list.

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties

Description The description of the phase type is entered or displayed in this text box.
"Allow operator instruc‐ With this option, you specify whether or not this phase can be used by an
tion" check box operator instruction.
V4 block Indicates the version of the phase type used.
The following block types are available for selection in the drop-down list
box:
AF16S: The block has 16 parameters.
Using Batch block instances having different versions (EOP, IEOP, SFC-
TYPE ) but the same phase type automatically results in so-called mixed
operation. However mixed operation is permitted exclusively for combina‐
tions of versions 5, 6i, and SFC type. Mixed operation of version V4.02 with
other versions is not allowed.
Allowed versions / combinations are:
Version = 4.02
Version = V5
Version = V6i
Version = V6
Mixed version = V5 / V6i
Mixed version = V5 / V6
Mixed version = V6i / V6
Mixed version = V5 / V6i / V6
Phase type
Buttons
New Click the "New" button to add a new phase type parameter of the selected
version.
If a phase type parameter is created, the version of the type can no longer
be changed.
Delete Click the "Delete" button to delete the selected phase type.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ternet Explorer.
warnings.
Instances
Display button All instances that refer to this phase type are listed in a dialog.
OK button
Apply button
Cancel button
Help button
15.1.12.22 "Phase type parameters_EPH" selection
Phase type parameters_EPH selection

You have selected the "Phase type parameters_EPH" object in the "Process cell data" list.
You can only change and use the properties and functions of the selected object with versions
5 and 6i.

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties

Description You can display or enter the description of the phase type parameter in
this text box.
Display name The display name is derived from the basic engineering of the SFC type.
The display name specified under Characteristics > Setpoints is dis‐
played in the configuration dialog. Name must be changed in basic en‐
gineering.
I/O name The I/O name is derived from the basic engineering of the SFC type.
The I/O name specified under Characteristics > Setpoints is displayed
in the configuration dialog. Name must be changed in basic engineering.
Assigned data type Assign the required data type to the type parameter. All standard data
types and user data types are available for selection. You must declare
required user data types under the shared declarations and make them
available by using the "Generate" function in SIMATIC BATCH.
Assigned unit of measure Assign the unit of measure to the type parameter. You must declare
required units of measure under "Units of measure" in the shared dec‐
larations and make them available by using the "Generate" function in
SIMATIC BATCH.
"Archive measured value" Select this check box if you wish to establish a connection to a WinCC
check box archive tag for the instance parameter. This selection is required for
assigning instance parameters to WinCC archive tags. You then make
this assignment on the instance parameters of the corresponding oper‐
ation type.
"Test manufacturing instruc‐ A type parameter is selected here if it is to be provided in the batch log
tion" check box for the manual check (manufacturing instruction).
"Control strategy parameter" If this check box is selected, you can make the control strategy settings
check box for this type at the type parameter.
This option is only available after at least one control strategy type has
been configured under data types.
Events log ID: Here, you can specify a value from 0 to 65535 that can be evaluated
later in a user batch report to allow filtering. Different values are permit‐
ted for setpoint and process value. This means, for example, that you
could filter according to setpoints with setpoint ID < 1000 AND setpoint
ID ≥ 500 and according to process values with process value ID ≤ 2000.
The user can specify how convenient such a query is in his log software.
Parameters
Button
Delete Click "Delete" to delete the selected phase type parameter.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ternet Explorer.
warnings.
Instances
"Display" button All instance parameters that refer to this unit of measure are listed in a
dialog box. Certain attributes can be selected by means of a special filter.
OK button
Apply button
Cancel button
Help button
15.1.12.23 "Phase type parameters_AF" selection
Phase type parameters_AF selection

You have selected the "Phase type parameter_AF" object in the "Process cell data" list.

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties

Description You can display or enter the description of the phase type parameter in this
text box.
Assigned data type Assign the required data type to the type parameter. All standard data types
and user data types are available for selection. You must declare required
user data types under the shared declarations and make them available by
Assigned unit of measure Assign the unit of measure to the type parameter. You must declare re‐
quired units of measure under "Units of measure" in the shared declarations
and make them available by using the "Generate" function in SIMATIC
BATCH.
Parameter type In the option fields specify whether this is a setpoint or an actual value.
Parameters Depending on whether a setpoint or actual value is involved, a parameter
name is selected here from the available parameter names of an AF block.
Setpoint parameters:
● AF6: URP_1 to URP_6
● AF16S: URP_1 to URP16
Process value parameters:
● AF6: PV_1_1 to PV_1_6
● AF12: PV_1_1 to PV_1_6 ... PV_2_1 to PV_2_6
● AF16S: PV_1_1 to PV_1_6 ... PV_2_1 to PV_2_6 ... PV_3_1 to PV_3_4
● AF24: PV_1_1 to PV_1_6 ... PV_2_1 to PV_2_6 ... PV_3_1 to PV_3_6 ...
PV_4_1 to PV_4_6
Drop-down list box for pa‐ In the following drop-down list box you can decide whether ...
rameter ● A setpoint parameter without reference to a process value parameter
(none)
● A process value parameter without reference to a setpoint parameter
(none)
● A setpoint parameter with reference to a process value parameter
(PV_x_x )
● A process value parameter with reference to a setpoint parameter
(URP_x)
.
As reference parameter the free parameters, i.e. parameters that are not
yet referenced, and suitable relative to data type and unit, are offered.
SIMATIC BATCH V9.0

15.1 Dialogs
"Reference" button This button is displayed when a reference exists from the set value to the
actual value, or vice-versa. click on the button to jump between the refer‐
ence parameters of the set and actual value.
"Archive measured val‐ Activate this check box if you want to establish a connection to a WinCC
ue" check box archive variable for the instance parameters. This selection is required for
assigning instance parameters to WinCC archive tags. You then make this
assignment on the instance parameters of the corresponding operation
type.
"Test manufacturing in‐ A type parameter is selected here if it is to be provided in the batch log for
struction" check box the manual check (manufacturing instruction).
"Control strategy parame‐ If this check box is selected, you can make the control strategy settings for
ter" check box this type at the type parameter.
This option is only available after at least one control strategy type has been
configured under data types.
Parameters
Button
Delete Deletes a phase type parameter.
Log
ternet Explorer.
warnings.
Instances
"Display" button All instance parameters that refer to this unit of measure are listed in a
dialog box. Certain attributes can be selected by means of a special filter.
OK button
Apply button
SIMATIC BATCH V9.0

15.1 Dialogs
Cancel button
Help button
15.1.12.24 "Process tag types" selection
Process tag types selection

In the list "Process cell data" you have selected the object "Process tag types".

Process cell data

Properties
Process tag types
Button
New Click on the "New" button to create a new process tag type.
Log
errors or warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
OK button
Apply button
Cancel button
Help button
15.1.12.25 "Process tag type" selection for the TAG_COLL block
Process tag type selection

In the list "Process cell data" you have selected the object "process tag type".

Process cell data

Properties

Description You can display or enter the description of the process tag type parameter
in this text box.
Process tag type
Buttons
New Click "New" to add a new process tag type.
Delete Click "Delete" to delete the selected process tag type.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
Explorer.
The "Display" button is always shows all errors/warnings for the selec‐
ted "Process cell". Moreover on a selected object you can right click
to select the "Display Log" dialog to also show object-specific errors
or warnings.
Additional function
Instances: Display
All the instance parameters that refer to this process tag type are listed in a dialog box.
OK button
Apply button
Cancel button
Help button
15.1.12.26 "Process tag type" selection for the TRANS block
Process tag type selection

In the list "Process cell data" you have selected the object "process tag type".

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties

in this text box.
Process tag type
Buttons
New Adds a new process tag type parameter.
Delete Deletes the complete process tag type.
Log
Explorer.
or warnings.
Instances: Display
All the instances that refer to this process tag type are listed in a dialog box. Certain attributes
can be selected via a special filter.
OK button
Apply button
SIMATIC BATCH V9.0

15.1 Dialogs
Cancel button
Help button
15.1.12.27 "Process tag type parameters" selection for the TAG_COLL block
Process tag type parameters selection

You have selected the "Process tag type parameters" object in the "Process cell data" list. You
can only change and use the properties and functions of the selected object with versions 5
and 6i.

Process cell data

The following commands are contained in the shortcut menu: Delete, rename and show
instances. use the "rename" command to assign a new name to the process tag type
parameter.
Sorting of the process tag type parameters in the navigation tree
Select a process tag type parameter and drag it to the desire position within the types. During
recipe creation, the parameters of this phase type appear in the specified order in the
parameter list of the recipe step. You cannot move control strategy parameters. These are
always displayed as the last object.
Properties

in this text box.
Assigned data type The data type assigned to the type parameter is displayed here. You must
declare required user data types under the shared declarations and make
them available by using the "Generate" function in SIMATIC BATCH.
Assigned unit of measure You can assign a unit to the selected type parameter from the drop-down
list. The line is only shown in case of a possible assignment.
SIMATIC BATCH V9.0

15.1 Dialogs
Archive measured value Select this check box if you wish to establish a connection to a WinCC
archive tag for the instance parameters. This selection is required for as‐
signing instance parameters to WinCC archive tags.
Test manufacturing in‐ A type parameter is selected here if it is to be provided in the batch log for
struction the manual check (manufacturing instruction).
Events log ID Here, you can specify a value from 0 to 65535 that can be evaluated later
in a user batch report to allow filtering. Different values are permitted for
setpoint and process value. This means, for example, that you could filter
according to setpoints with setpoint ID < 1000 AND setpoint ID ≥ 500 and
according to process values with process value ID ≤ 2000. The user can
specify how convenient such a query is in his log software.
Parameters
Button
Delete Click "Delete" to delete the selected process tag type parameter.
Log
ternet Explorer.
warnings.
Instances: Display
All the instance parameters that refer to this process tag type parameter are listed in a dialog.
OK button
Apply button
Cancel button
SIMATIC BATCH V9.0

15.1 Dialogs
Help button
15.1.12.28 "Process tag type parameter" selection for the TRANS block
Process tag type parameters selection

In the list "Process cell data" you have selected the object "process tag type parameters".

Process cell data

Properties

in this text box.
Allocated data type Allocate the desired data type to the type parameter. All standard data types
and user data types are available for selection. You must first specify user
data types you require in "Data types".
Allocated unit of measure Allocate the physical unit of measure to the type parameter. You must first
specify units of measure you require in "Unit of measure".
"Unit of measure" button Activating this button takes you to the appropriate unit. With the Back button
of the unit of measure, you return to this location.
Parameters Here, one of the available parameter names of a TRANS block is selected:
● Parameter of the data type Boolean: TP1 to TP10
● Parameter of the data type floating point: TP11 to TP20
Archive measured value Here, you select a type parameter when you require a connection to a
WinCC process tag. This selection is necessary for the assignment of type
parameter -> process tag archive tag that you then make in the instance
parameter of the corresponding operation type.
Check manufacturing in‐ Here, you select a type parameter if it is intended for manual testing (man‐
struction ufacturing instruction) in the batch report.
Move up/Move down Opening the type in the process cell tree displays all process tag type pa‐
rameters for a selected process tag. By selecting and dragging them with
the mouse these can be moved to any location within a process tag type.
In the sequence thus specified the parameters of this process tag type are
displayed for recipe creation in the parameter list of the recipe step.
Data type Clicking this button jumps to the corresponding Batch data type. With the
Back button of the Batch data type, you return to this location.
SIMATIC BATCH V9.0

15.1 Dialogs
Note
Editing, creating, and deleting batch types is only possible in the single project or in the
multiproject. In all other projects, the type descriptions are read-only!
Parameter
Button
Delete Deletes the selected process tag type parameter.
Log
Explorer.
or warnings.
Instances: Display
All the instance parameters that refer to this process tag type parameter are listed in a dialog
box. Certain attributes can be selected using a filter.
OK button
Apply button
Cancel button
SIMATIC BATCH V9.0

15.1 Dialogs
Help button
15.1.12.29 "Process tag instance parameters" selection
Process tag instance parameters selection

You have selected the "Process tag instance parameters" object in the "Process cell data" list.

Process cell data

Properties

in this text box.
Runtime name Corresponds to the WinCC variable name plus the OS name as prefix.
CFC chart CFC chart name in which the block is placed. Click on the "Open" button
Not possible in the multi‐ to open the appropriate CFC chart and select the block.
project.
Measured value With "Generate/update archive tags" option selected (object property of the
Not possible in the multi‐ OS): The assigned archive tag is displayed read-only in this case.
project. With "Generate/update archive tags" option cleared (object property of the
OS): In this case, an assignment to a WinCC archive tag must be made
after selecting the Measured variable check box for the type parameter. To
do so, select this line and select the arrow displayed on the right to open
the WinCC archive tag dialog. In this dialog, it is possible to search for all
WinCC archive tags of all available operator stations of the project or for
all projects of a multiproject.
Parameters Activating this button takes you to the corresponding process tag type pa‐
rameter. With the "Back" button of the process tag type parameter, you
return to this location.
Parameters
Button
Compile All batch instance blocks of the CFC chart of the selected object are read
Not possible in the multi‐ in. This also implicitly involves a check for consistency with the batch types
project. and conformity to ISA-88.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
Not possible in the multiproject

ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.30 "Process cell" selection (V4.02)
Process tag selection

In the "Process cell data" list you have selected the "process tag" object.

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description Description: You can display or enter the description of the interface block
in this text box. You can enter a descriptive text in the object properties in
CFC chart CFC chart name in which the block is located.
"Open" button Click on the "Open" button to open the appropriate CFC chart and select
Not possible in the multi‐ the block.
project.
Assigned process tag Typing definition for process cell neutral recipe creation.
type
"Type" button Clicking this button jumps to the corresponding process tag type. With the
Back button of the process tag type, you return to this location.
Bloc
Button
This button only exists for in. This also implicitly involves a check for consistency with the batch types
a project and not for a and conformity to ISA-88.
multiproject.
Log
Not possible in the multiproject.

Explorer.
or warnings.
"OK" button
SIMATIC BATCH V9.0

15.1 Dialogs
"Apply" button
"Cancel" button
"Help" button
15.1.12.31 "Process tag" selection
Process tag selection

In the "Process cell data" list you have selected the "process tag" object.

Process cell data

Properties

Description Description: You can display or enter the description of the interface block
in this text box. You can enter a descriptive text in the object properties in
Open button Click on the "Open" button to open the appropriate CFC chart and select
project.
Assigned process tag Typing definition for process cell neutral recipe creation.
type
Type button Clicking this button jumps to the corresponding process tag type. With the
Back button of the process tag type, you return to this location.
SIMATIC BATCH V9.0

15.1 Dialogs
Bloc
Button
multiproject.
Log
Explorer.
or warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.32 "Process tag parameters" selection
Process tag parameter selection

In the list "Process cell data" you have selected the object "process tag parameter".
SIMATIC BATCH V9.0

15.1 Dialogs

Process cell data

Properties

Description The description of the interface block is displayed In this text field. Descrip‐
tion texts are entered in the object properties in the SIMATIC Manager.
Run time name Corresponds to the WinCC variable name plus the OS name as prefix.
project.
"Parameters" button Clicking this button takes you to the corresponding process tag type pa‐
rameter. With the Back button of the process tag type parameter, you return
to this location.
Bloc
Button
multiproject.
Log

Explorer.
or warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
"OK" button
"Apply" button
"Cancel" button
"Help" button
15.1.12.33 "Equipment properties" selection
Equipment properties selection

In the list "Process cell data" you have selected the object "Equipment properties". Equipment
properties are created, deleted and edited in the "Shared declarations - Units of measure"
folder of the project in the SIMATIC Manager.

Process cell data

For navigation in the process cell data The "Delete" command is available in he context menu;
its function is described under the Equipment properties.
Properties
Equipment properties
Button
Delete Click on the "Delete" button to open the "Delete equipment properties" di‐
alog. Click "Yes" to delete all unused equipment properties in SIMATIC
BATCH. When you use the "Generate" function in the Batch configuration
dialog, the equipment properties are loaded again from the ES.
This function is practical when you have declared equipment properties that
are not relevant for SIMATIC BATCH.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
OK button
Apply button
Cancel button
Help button
15.1.12.34 "Equipment properties parameters (type)" selection
Equipment property parameters selection

In the list "Process cell data" you have selected the object "Equipment properties parameter".
You can only change and use the properties and functions of the selected object with versions
5 and 6i.
All the information displayed in this dialog originate from the shared declarations you have
configured in the SIMATIC Manager.

SIMATIC BATCH V9.0

15.1 Dialogs
Process cell data

Properties

Description You can display or enter the description of the equipment properties pa‐
rameter in this text box.
Allocated data type This displays the assigned data type. Required user data types must be
declared under global declarations and must be made available to SIMATIC
BATCH through the "Generate" button.
Assigned "unit of meas‐ This displays the assigned unit of measure. You must declare required units
ure" of measure under the shared declarations and make them available by
"Data type" button Activating this button takes you to the appropriate data type. Use the Back
button on the data type to return to the initial selection point.
Parameter
No function.
Log
Explorer.
or warnings.
Instances: Displays.
All the instance parameters that refer to this type parameter are listed in a dialog box. Certain
attributes can be selected using a filter.
OK button
Apply button
SIMATIC BATCH V9.0

15.1 Dialogs
Cancel button
Help button
15.1.12.35 "Equipment property parameters (instance)" selection
Equipment property parameters (instance) selection

You have selected the "Equipment property parameters (instance)" object in the "Process cell
data" list.

Process cell data

Properties

Description General comment on this object.
Setpoint Value specified in the plant view under Unit > Object properties > BATCH
attributes.
Parameters Activating this button takes you to the corresponding equipment property
type. With the "Back" button, you return to this location.
Batch process cell

No function.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.36 Selection "unit"
Unit selection
You have selected the "Unit" object in the "Process cell data" list.

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description The description of the unit is displayed in this text box. You enter description
texts in the object properties for the unit in SIMATIC Manager.
Predecessor/successor This is where the predecessor or successor (unit) assigned in the plant
hierarchy of the unit properties on the "ISA-88 type definition" tab is dis‐
played.
Available If you have activated the "Unit available for batches" option in the properties
dialog of the unit in the plant hierarchy, then there is a tick in the option box.
If the option is not used then there is no tick in the options box.
Runtime name The runtime name is automatically during compiling/merging of the batch
instances and displayed here. It corresponds to the WinCC tag name plus
the OS name as prefix.
CFC chart The name of the CFC chart configured for the unit is displayed here.
project.
Connection UNIT_NAME If you have specified an identifier for the UNIT_NAME parameter of the
UNIT_BLOCK block, it is displayed here and used in the subsequent recipe
creation. If no identifier was specified for this parameter, the entry is empty
and the name of the hierarchy folder is used in the subsequent recipe cre‐
ation. The reason for this is that the identifiers of hierarchy folders in the
PH often have a naming scheme and a unit name cannot therefore be freely
selected. To make this possible however, the UNIT_NAME parameter can
be used in the UNIT_BLOCK block.
Unit
Button
Compile All batch instance blocks of the CFC chart of the selected object are
This button only exists for a read in. This also implicitly involves a check for consistency with the
project and not for a multipro‐ batch types and conformity to ISA-88.
ject.
Log

ternet Explorer.
warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
OK button
Apply button
Cancel button
Help button
15.1.12.37 "Equipment module (EMOD)" selection
Equipment module selection

In the list "Process cell data" you have selected the object "Equipment module".
Display field under dialog title

Logical path display
Process cell data

Properties

Description A description of the equipment module is displayed in this text box. You can enter a
descriptive text in the object properties for the unit in the SIMATIC Manager.
Equipment module
No function.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
Explorer.
or warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.38 "Neutral folder" selection
Neutral folder selection

In the list "Process cell data" you have selected the object "Neutral folder".

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description A description of the equipment module is displayed in this text box. You can enter a
descriptive text into the object properties of the neutral folder in the SIMATIC Man‐
ager.
Neutral folders
No special functions are available after selecting the "Neutral folder" object in the process cell
tree.
Note
Neutral folders are used only to group units or equipment modules so that the arrangement in
the process cell tree is clearer. CFC charts with BATCH modules, which are located directly
in a neutral folder are not taken into consideration by BATCH Engineering.
Log
Explorer.
The "Display" button always shows all errors/warnings for the selected
"Process cell". Moreover, on a selected object you can right-click to
select the "Display Log" dialog to also show object-specific errors or
warnings.
The batch instances configured in the selected folder are displayed via the "Display" button.
"OK" button
"Apply" button
"Cancel" button
SIMATIC BATCH V9.0

15.1 Dialogs
"Help" button
15.1.12.39 "EPH" selection
EPH equipment phase selection

You have selected the "EPH equipment phase" object in the "Process cell data" list.

Process cell data

Properties

Description The description of the equipment module is displayed in this text box. You
enter description texts in the object properties in SIMATIC Manager.
Runtime name: Corresponds to the WinCC variable name plus the OS name as prefix.
CFC chart CFC chart name in which the block is placed.
Assigned phase type: Type definition for process cell-neutral recipe creation.
"Type" button Activating this button takes you to the corresponding phase type. With the
"Back" button of the phase type, you return to beginning selection.
Control strategies: If the assigned phase type was defined as a control strategy type, you can
exclude certain control strategies from the control strategies defined for the
type using the "Change" button. The control strategies excluded in this
manner will no longer be available for this instance in batch control. For
SFC types this is not possible because the control strategies are defined
in the block. If a control strategy is not defined the line will not be displayed.
"Change" button Use the "Change" button to exclude certain control strategies from all the
control strategies defined on the type.
"Open" button not possi‐ Click on the "Open" button to open the appropriate CFC chart and select
ble in the multiproject. the block.
Block
No function.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.40 "EPH parameters" selection
EPH parameters selection

You have selected the "EPH parameters" object in the "Process cell data" list.

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description The description of the equipment module is displayed in this text box. You
enter description texts in the object properties for the unit in SIMATIC Man‐
ager.
Setpoint This displays the setpoint defined for the parameter of the corresponding
block in the CFC chart. The following applies: "low limit <= setpoint <= high
limit". The validity is checked during validation.
"Parameters" button Activating this button takes you to the corresponding phase type parameter.
With the "Back" button of the phase type parameter, you return to beginning
selection.
Measured value With the "Generate/update archive tags" option activated (object property
of the OS):
In this case, the assigned archive tag is read-only.
With the "Generate/update archive tags" option deactivated (object prop‐
erty of the OS):
In this case, after the "measured variable" check mark is set for the type
parameter, an assignment to a WinCC archive tag must be made here. By
selecting this line, an arrow is displayed on the right. Selecting this arrow
in turn opens the WinCC archive tag browser. With this dialog it is possible
to browse any WinCC archive variable of all available OS's of the project
or all projects of a multiproject.
High limit This displays the high limit of the setpoint defined for the parameter of the
corresponding block in the CFC chart. The high limit is displayed for the
data types REAL, INTEGER, Input and Output material. The Boolean,
string and user data types do not have any limits.
Low limit This displays the low limit of the setpoint defined for the parameter of the
corresponding block in the CFC chart. The low limit is displayed for the data
types REAL, INTEGER, Input and Output material. The Boolean, string and
user data types do not have any limits.
Block
No functions.
SIMATIC BATCH V9.0

15.1 Dialogs
Log

ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.41 "EOP" selection
EOP equipment operation selection

You have selected the "EOP equipment operation" object in the "Process cell data" list.

Process cell data

SIMATIC BATCH V9.0

15.1 Dialogs
Properties

Description The description of the equipment operation is displayed in this text box.
You enter description texts in the object properties in SIMATIC Manager.
Process cell component Runtime name: Corresponds to the WinCC variable name plus the OS
grouping name as prefix.
project.
Assigned operation type Type definition for process cell-neutral recipe creation.
"Type" button Activating this button takes you to the corresponding operation type. With
the "Back" button of the operation type, you return to beginning selection.
Control strategies If the assigned operation type was defined as a control strategy type, you
can exclude certain control strategies from the control strategies defined
for the type using the "Change" button. The control strategies excluded in
this manner will no longer be available for this instance in batch control. For
SFC types this is not possible because the control strategies are defined
in the block. If a control strategy is not defined the line will not be displayed.
"Change" button Use the "Change" button to exclude certain control strategies from all the
control strategies defined on the type
Batch process cell
Buttons
multiproject.
Log
ternet Explorer.
warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
OK button
Apply button
Cancel button
Help button
15.1.12.42 "EOP parameters" selection
EOP parameters selection

You have selected the "EOP parameters" object in the "Process cell data" list.

Process cell data

Properties

Description Description: The description of the equipment module is displayed in this
text box. You enter description texts in the object properties for the unit in
SIMATIC Manager.
project
High limit This is where the high setpoint limit is displayed that was defined on the
parameter of the appropriate block in the CFC chart. The high limit is dis‐
played for the data types REAL, INTEGER, input and output material. The
Boolean, string and user data types do not have any limits.
SIMATIC BATCH V9.0

15.1 Dialogs
Low limit This displays the low limit of the setpoint defined for the parameter of the
corresponding block in the CFC chart. The low limit is displayed for the data
types REAL, INTEGER, input and output material. The Boolean, string and
user data types do not have any limits.
With the "Back" button of the phase type parameter, you return to beginning
selection.
EOP parameters
Button
Only for single project not in. This also implicitly involves a check for consistency with the batch types
for multiproject and conformity to ISA-88.
Log
ternet Explorer.
warnings.
OK button
Apply button
Cancel button
SIMATIC BATCH V9.0

15.1 Dialogs
Help button
15.1.12.43 "Batch types in project removed for editing" selection, master characteristic
Batch types in project removed for editing selection

In the list "Process cell data" you have selected the object "Batch types" in project removed
for editing. Master characteristic.

Process cell data

Properties

Last changed on The most recent change of the batch types are specified with date and time.
Batch types
Button
Generate Use this button to start the dialog "Generate types - entire process cell" to
generate or import the batch types. All SFC types (EPH, EOP), all BATCH
interface blocks in the CFC charts from which the types are generated and
the shared declarations (enumerations, units, and equipment properties)
are loaded from the projects you have selected.
Log
ted log is generated as an XML file with the specified layout and dis‐
played in the Internet Explorer.
or warnings.
SIMATIC BATCH V9.0

15.1 Dialogs
Print Prints all batch types of the process cell in tabulated form.
OK button
Apply button
Cancel button
Help button
15.1.12.44 "Batch types in project removed for editing" selection, slave characteristic
Batch types in project removed for editing selection

You have selected the "Batch types in project removed for editing" object in the "Process cell
data" list. Slave characteristic.

Process cell data

Properties

Last changed on The most recent change of the batch types is specified with date and time.
SIMATIC BATCH V9.0

15.1 Dialogs
Batch process cell
Button
interface blocks in the CFC charts from which the types are generated, and
are read in from the projects you have selected.
Log
ternet Explorer.
warnings.
Button
Print Prints all batch types of the process cell in tabular form.
OK button
Apply button
Cancel button
Help button
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.45 Convergence of "Batch instances" selection
Batch instances selection

You have selected the "Batch instances" object in the "Process cell data" list.

Process cell data

Properties

Description Enter a description for the batch instances in this text box.
Last changed on This displays the local time stamp of the last change for the batch instances.
Batch instances
Button
Merge If projects with process cells, standardized according to ISA-88, are located
in your PCS 7 multiproject, the button is then activated or useable.
Pressing this button opens the "Merge/compile" dialog for all the projects
available in the multiproject. This action also effectively results in the prop‐
agation of all selected projects.
Log
ted log is generated as an XML file in the specified layout and displayed
Select "Process cell" and click "Display" to show all process cell errors
or warnings. You can also right-click on a selected object and select
the "Display Log" function to display object-specific errors or warnings.
OK button
SIMATIC BATCH V9.0

15.1 Dialogs
Apply button
Cancel button
Help button
15.1.12.46 Translate "Batch instances" selection

You have selected the "Batch instances" object in the "Process cell data" list.

Process cell data

Properties

Description Enter a description for the batch instances in this text box.
Last compiled on Local time stamp of the last compilation.
Batch instances
Button
Compile If a process cell, standardized according to ISA-88, are located in your PCS 7 project,
the button is then activated or useable.
All batch instance blocks of all CFC charts in the project (UNIT/EPH/EOP, EPAR*,
IUNIT/IEPH/IEOP, IEPAR, TAGCOLL and SFC type blocks) are read in. This also im‐
plicitly involves a check for consistency with the batch types and conformity to ISA-88.
The validity errors and validity warnings are displayed in the log field and can be vi‐
sualized using the "Display" button.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.47 Selection of "batch types in the multiproject"
Batch types in the multiproject selection

You have selected the "Batch types in the multiproject" object in the "Process cell data" list.

Process cell data

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15.1 Dialogs
Properties

Batch types
Buttons
Propagate This button opens the dialog box for selecting projects involved in the prop‐
agation of Batch types. After running this function, the type description of
all selected projects is consistent.
interface blocks in the CFC charts from which the types are generated, and
are loaded from the projects you have selected.
Log
ternet Explorer.
warnings.
Buttons
Print Prints all batch types of the process cell in tabulated form.
OK button
Apply button
Cancel button
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15.1 Dialogs
Help button
15.1.12.48 Selection of "BATCH types in the project of a multiproject"
Batch types in the project of a multiproject selection

You have selected the "Batch types in the project of a multiproject" object in the "Process cell
data" list.

Process cell data

Properties

Description A description of your batch types is displayed in this text box.
Last changed on: The most recent change of the batch types is specified with date and time.
Status display This shows the current status of the batch types in the project. The status
display can show the following three states:
1. Up-to-date: All information on the batch types of the project agree with
the batch types of the multiproject.
2. Not up-to-date: All information on the batch types of the project doe not
agree with the batch types of the multiproject.
3. ????????: This status occurs when a project is removed non-editable
from a multiproject for editing. A statement on the status of the batch
types in the project is not possible in this case.
Batch types
Button
Update With the "Update" button, you update the batch types in your project which
is a component of a multiproject. In other words, the batch types of the
multiproject are read in.
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15.1 Dialogs
Log
ternet Explorer.
warnings.
Print: This prints all batch types of the process cell in tabular form.
OK button
Apply button
Cancel button
Help button
15.1.12.49 Selection of "BATCH types in the project"
Batch types in the project selection

You have selected the "Batch types in the project" object in the "Process cell data" list.
Definition of project: This is a standalone PCS 7 project.

Process cell data

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15.1 Dialogs
Properties

Batch types
Button
Generate With this button, you start to generate or read in the batch types. All SFC
types (EPH, EOP) and all BATCH interface blocks in the CFC charts from
which the types are generated are read in.
Log
Drop-down list box Logging for the generation is offered.

ternet Explorer.
warnings.
Print: This prints all batch types of the process cell in tabular form.
Note
Editing, creating and deleting batch types is possible only in a project of multiproject or in a
multiproject but not in a standalone project.
OK button
Apply button
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15.1 Dialogs
Cancel button
Help button
15.1.12.50 "AF" selection
Equipment procedural element selection

In the list "Process data" you have selected the object "Equipment procedural elements".

Process cell data

Properties

Description The description of the interface block is displayed in this text box. You enter
description texts in the object properties in SIMATIC Manager.
project.
Assigned phase type: Type definition for process cell-neutral recipe creation.
"Type" button Activating this button takes you to the corresponding block type. With the
Back button of the block type, you return to this location.
Block
Button
multiproject.
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15.1 Dialogs
Log
ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.51 "AF parameter" selection
AF parameters selection
You have selected the "AF parameters" object in the "Process cell data" list.

Process cell data

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15.1 Dialogs
Properties

Description The description of the interface block is displayed in this text box. You enter
description texts in the object properties in SIMATIC Manager.
Runtime name Corresponds to the WinCC tag name plus the OS name as prefix.
project.
High limit The high limit is omitted with the data types Boolean, string and user. This
displays the high limit of the setpoint defined for the parameter of the cor‐
responding block in the CFC chart. For process values, this value is always
0.
Low limit The low limit is omitted with the data types Boolean, string and user. This
displays the low limit of the setpoint defined for the parameter of the corre‐
sponding block in the CFC chart. For process values, this value is always
0.
block in the CFC chart. "Low limit ≤ setpoint ≥ high limit". The validity is
checked during validation. For process values, this value is always 0.
With the "Back" button of the phase type parameter, you return to this lo‐
cation.
Parameters
Button
multiproject.
Log
Not possible in the multiproject.

ternet Explorer.
warnings.
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OK button
Apply button
Cancel button
Help button
15.1.12.52 Download Batch process cell ...
Dialog box
The complete distribution of the batch process cell is displayed in this dialog box.
Component
If a download is necessary, the check boxes are set automatically and cannot be changed.
After a successful download, the check box is deactivated again and can be reactivated.
PC station
The name of the higher-level PC station is displayed.
Target system
The computer name of the specific component is displayed.
Verify
For external target systems you can check whether the downloaded data are up-to-date by
clicking the button in this column. With this action the system checks whether the target
computer can be reached and whether the data are up-to-date. The result is displayed in the
"Status" column.
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15.1 Dialogs
Click on the button in the column header to check all components.
Note
Components of local target systems are checked automatically.
Status
The following status displays are possible:
Check BATCH installation There is no BATCH installation on the target computer.

Check WinCC installation There is no WinCC installation on the target computer.
Check sharing The BATCH folder "sbdata" is is not correctly shared or the share
name is not "BATCH". Permissions or release name must be checked.
Unreachable Remote PC station is not reachable, download is not possible.
Project checked out The project with the required components is checked out.
Not downloaded No process cell data has been downloaded yet. The download can
be started.
Downloaded Process cell data downloaded. A new download process can be trig‐
gered.
No longer up-to-date The downloaded data is no longer up-to-date. A new download proc‐
ess can be triggered.
System error There was a system error when downloading.
Check/download OS The OS has not yet been correctly downloaded.
Start
Activates the download process.
15.1.12.53 Generate types
Dialog box
In this dialog box you start generating or importing the batch types of all included projects. The
following will be imported:
● SFC types of the category EPH or EOP
● User function blocks with the UDA "S7_tagcollect", V6-TAG_COLLECT
● BATCH interface blocks in CFC plans
If a compare should be necessary beforehand, then propagation to all relevant projects will be
executed by the system.
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15.1 Dialogs
Project
Name of all projects of the multiproject with a batch process cell.
Note
Projects that have been removed for processing are indicated by a transparent symbol. You
cannot generate batch types of these projects; the check box is grayed out.
Include
If you activate the check box in the column header, the types for all projects will be generated.
In the column you can also activate projects individually for inclusion.
Path
Paths of all projects of the multiproject with a batch process cell.
Process cell
Name of the plant hierarchy process cell from the ES.
Type status
● Up-to-date: The local types are identical to the types of the multiproject (master).
● Not up-to-date: The local types are not identical to the types of the multiproject (master).
Result
The following results are possible:
● OK
● Error. See the "Generate" log for details.
Start
Starts to generate all batch types.
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15.1.12.54 Propagate types
Dialog box
In this dialog box the batch types of the multiproject are propagated for all included projects.
After executing the "Propagate types" function, the batch types will be up-to-date in the
included projects. If a compare of the CFC charts should be required then this will be executed
automatically.
Project
Shows all projects of the multiproject with a batch process cell.
Note
Projects that have been removed for processing are indicated by a transparent symbol. The
batch types cannot be propagated on these projects; the check box is grayed out.
Include
If you activate the check box in the column header, all batch types for all projects will be
propagated. In the column you can also activate projects individually for inclusion.
Path
Paths of all projects of the multiproject with a batch process cell.
Batch process cell

Name of the batch process cell project.
Type status
Result
Results of the propagate action. Specifically the following results are possible:
● OK
● Error. See the "Propagate" log for details.
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Start
Starts the propagate process. All batch types of the multiproject will be propagated on all
selected projects.
15.1.12.55 Merge/compile
Dialog box
All batch-relevant projects of the multiproject are displayed in this dialog. Batch-relevant
projects are those with a batch and PH process cell object. If there is no current compile in the
respective project the check box will be activated automatically in the Compile column. If the
check box is not activated then the existing unit data will be used for merging.
No longer up-to-date batch types will be updated prior to compiling. A necessary compare of
the CFC charts with the batch types will be executed automatically.
Project
Here all projects of the multiproject with a batch process cell are listed.
Note
Projects of a multiproject that have been removed for editing are indicated by a transparent
symbol. Such projects cannot be compiled because the check box is grayed out.
Include
If you want take all units in the projects into account when merging, activate the check box in
the column header. Non-activated check boxes will not be taken into consideration when
merging.
Note
If a compile of a project is required then the check box for compile will be activated
automatically.
When including projects that have been removed for editing, a copy of the last status will be
used for the merge. Note in this regard that the compile of the project that is removed for editing
may be more up to date than the copy. This status is indicated in the appropriate table cell by
a colored background.
Compile
If you want to compile all units in the projects prior to merging, activate the check box in the
column header. Non-activated check boxes will not be taken into consideration when
compiling. In this column you can also activate individual projects for the compile.
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Path
Paths of all projects of the multiproject.
Batch process cell

Name of the batch process cell object.
Note
In projects that are removed for editing you can supplement the batch types of all batch process
cells with operation, phase, and process tag types. These batch process cells are indicated
by a special marking, a blue bar.
Type status
Propagate your batch types.
Note
The type status of the compile copy is displayed for projects that are removed for editing. Note
in this regard that the batch types in the project that has been removed for editing may be more
up-to-date than the batch types in the multiproject.
Compile status
Displays the results of the specific actions (propagate, update, and compile).
Start
Starts the compile and merge.
15.1.12.56 Check/convert ES data
Introduction
After installation of a new CFC/SFC version it may be necessary to convert the database
format. The BATCH configuration dialog will not open without a check.
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15.1 Dialogs
Start
Click on the "Start" button to check whether a format conversion is necessary. If a format
conversion is not necessary then this will be indicated by a green dot with the designation "OK"
in the "Convert format" column. If format conversion is necessary then this will start immediately
after the format check.
Close
Closes the dialog.
15.1.12.57 "Distribution" tab
Dialog box
The distribution of the batch process cell is displayed in this dialog box. Specifically these are
the target computers of the following components:
● Batch database server - master
● Batch database server - standby
● BATCH server
● BATCH Server - standby
● BATCH Client.
Note
Distribution of master or standby components to different target systems is not permitted.
PC station
All PC stations defined in the project for the individual server components are listed in a drop-
down list. For example, if the project contains multiple BATCH servers, you can decide which
BATCH server is to be used for the process operation (runtime). If you change the PC station
of a component, then the other components will be automatically changed over to the selected
PC station. Consequently only permissible distributions are possible. Where you change the
assignment is up to you.
Target system
The computer name of the PC station of the specific component is displayed.
Update
Use this button to re-import the distribution topology and thus update the data in this dialog.
To ensure that all externally changed data have been correctly taken into consideration in an
action in the "Configure batch process cell" configuration dialog, you should use this function
before executing such an action.
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.58 "OS objects" tab
Settings in the "OS objects" tab

Information relating to all operator stations (PCS 7 OS) of the project, or relating all projects
of the multiproject is displayed in this dialog. In addition specify here the OS that will be used
as message OS. The batch messages will only be transferred to this selected OS.
All column information is not filled in for the standby OS and OS client.
Operator stations
● Message texts
Select the OS in which the batch message texts will be downloaded via the "Transfer
messages" button. This OS is the operator station with which the BATCH control server
(BCS) will communicate in process operation. Only one OS can be selected as message
OS.
● Name
Listing of the names of all operator stations of the project, or all projects of the multiproject.
● Target system
Listing of the computer names of the respective target OS.
● Project type
The project type of the operator station is displayed, standalone, or multiple-station project.
● Symbolic computer name
Display of the symbolic computer name of the respective OS. The symbolic computer name
is comprised of the S7 project name and the name of the OS, separated by an underscore.
● Create/update archive variables
Display of the status of the check box "Create/update archive variables" from the dialog
"Properties - OS", in the "Target OS and standby OS" tab.
● Project
Name of the project of the operator station. This column is only displayed for multiprojects.
● Path
Path of the project of the operator station. This column is only displayed for multiprojects.
Update
Click on this button to re-import the information of the operator stations, and thus update the
data in this dialog.
To ensure that all changed data have been correctly taken into consideration for an action
from the SIMATIC BATCH configuration dialog, "Configure batch process cell', you should
execute this function prior to any such action.
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15.1.12.59 "Project languages" tab
Display language and languages installed in project

This dialog shows information on all the configured languages in the PCS 7 project. The
information shown originates from the language settings made in SIMATIC Manager.
In the table column "Display language" the languages set in the SIMATIC Manager dialog
"Change language" are shown as active. The dialog can be opened in SIMATIC Manager via
Options > Multilingual text management > Change language.
In the table column "Languages installed in project" the languages set in the dialog "Add,
remove language, set default language" or the languages that are set as default are shown.
The dialog can be accessed in SIMATIC Manager via Options > Languages for display
devices.
15.1.12.60 "System characteristics" tab
Dialog box
The system characteristics of the batch process cell is displayed in this dialog. The dialog is
organized in the following areas:
● Startup characteristics with time information
● Runtime characteristics with time information for monitoring and a setting for units
● Disable batch data management and set the message language
● Downloading a batch process cell without compiling and downloading the basic
configuration
Times
The entered times indicate when a time-out should be reported for the BATCH Server
applications when booting or ending. Since these times depend on certain supplementary
conditions, e.g. size of the batch process cell (Pcell), computer power, etc., they should not
be selected too small.
Default: Startup 300 s and exit 90 s.
Monitoring times
SIMATIC BATCH offers you the possibility of monitoring the communication capability of the
BATCH server on a project-specific basis from the participating automation systems.
Monitoring is performed by the "UNIT_PLC" unit block, which can be allocated by SIMATIC
BATCH. The BATCH server sets the LIFE input of the allocated "UNIT_PLC" blocks cyclically
at approximately one third of the configured monitoring time. If this sign of life does not arrive
within the monitoring time, the "UNIT_PLC" block sets the output "AS_OS_ERR" to 0. If the
sign of life is sent again, the "AS_OS_ERR" output is reset to 1. This allows you to react to the
missing communication link to the BATCH server in the automation system. The monitoring is
SIMATIC BATCH V9.0

15.1 Dialogs
only performed when you specify a time not equal to 0. You cannot set a value less than 15
seconds.
Additional information: Communication monitoring (Page 221)
Units
If you select the check box, all text entries (batch name, batch ID, product, product version,
recipe, recipe version, as well as formula) in the "UNIT_PLC" block and in the corresponding
faceplate are deleted when the corresponding unit has been released.
If you clear the check box, only the text entries (batch name and batch ID) are deleted in the
block and in the "UNIT_PLC" faceplate. All other text entries remain intact when the appropriate
unit has been released.
Deactivate batch data management (CDV)

If you select the check box, the BATCH component "CDV" is deactivated. With this setting,
BATCH messages and process values are not collected by the CDV. This data is missing in
reports and archives. A corresponding note is output in the print preview and in the batch
report. This setting is not changed over during operation. Download the change in the BATCH
engineering to the BATCH server in the BATCH configuration dialog. Stop BATCH Runtime
and the BATCH project in the BATCH Launch Coordinator. Then, restart the project and
Runtime.
The check box is cleared by default.
Message language
Select the language in which the batch data management (CDV) will collect the BATCH
messages from a drop-down list box.
Downloading a batch process cell

If you select the check box, you can download the BATCH process cell to the BATCH server
despite changes in the basic engineering (SFC and CFC) that have not been compiled and
downloaded to the AS.
The check box is cleared by default. This means that downloading the batch process cell is
only possible if you have also compiled and downloaded the current data from the basic
engineering to the AS.
15.1.12.61 "Process cells" tab
Introduction
This tab is only available for a multiproject.
The dialog is used to display process cell names, and if the names do not agree, then to make
a necessary name adaptation. Due to the SIMATIC BATCH configuration guidelines it is
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15.1 Dialogs
necessary to establish name agreement between plant hierarchy process cell and batch
process cell over all projects of a multiproject.
Batch process cell name of the multiproject

In this input field you can assign a new name for your batch process cell. When exiting the
dialog with the "OK button all batch and plant hierarchy process cells will be renamed to this
name.
S88 process cells only

The check box is activated per default. Thus in the table below only plant hierarchy process
cells that have the ISA S88 type definition will be displayed.
Project
Name of the project.
Path
Display of the project path.
Batch process cell

Name of the Batch process cell.
Process cell
This table column is only displayed if the check box "S88 process cells only" is activated.
If the names are the same in the multiproject, this is a display field.
If the names are not the same in the multiproject, this is an input field. The names that deviate
from the names of the batch process cell are displayed with a red font. This means that you
must establish the same names. Either rename the names displayed in red uniformly, rename
all names displayed in black, or use a new name.
Note
If the names do not agree then all process cell names can only be renamed if all projects are
added in the multiproject.
PH folder
This table column is only displayed if the check box "S88 process cells only" is deactivated.
All 1st level hierarchy folders from the ES are displayed.
If a name conflict occurs when renaming a process cell (ISA-88 type definition), the name of
the respective PH folder can be changed here.
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Update
This button reads in the process cell topology again and therefore updates the data in this
dialog.
To ensure that all changed data have been correctly taken into consideration for an action
from the SB configuration dialog, "Configure batch process cell', you should execute this
function prior to any such action.
15.1.12.62 "Chart folder" tab
What tasks do you perform in the "Chart folder" tab?

In the "Chart folder" tab, you update, compile and download the charts of your S7 program
and the memory blocks required for AS-based mode to the AS. If you use a multiproject, each
project can contain an AS and therefore a chart folder in which the charts must be compiled
as program and downloaded.
Requirements for AS-based mode

● To be able to use the "AS-based" mode, the memory configuration for code and data must
be specified in MB in the BATCH configuration dialog in the properties of the CPU as well
as the percentage of this memory allocated to the recipe logic.
● For each AS, there must be a CFC chart (@ASB_Mem) in which the memory blocks
(MemIDB64) are placed. Depending on your settings for the memory configuration, the
number of CFC charts and the memory blocks contained in them will be recalculated and
adapted according to a formula by the system. This adaptation may mean regenerating,
adding or deleting CFC charts or memory blocks and is performed automatically by the
system when updating if changes were made in the basic engineering. Remember that the
number of CFC charts is decisive for the memory space on the AS.
● Before these configurations can be undertaken by the system, the SIMATIC BATCH blocks
must be already installed and included in the block folder of the project.
How are the dialog and its tabs displayed?

You open the "Compile/Download" dialog if you have selected the "Stations" folder or the
"SIMATIC station" folder in the BATCH configuration dialog and then click the "Compile /
Download..." button. Then click on the "Chart folder" tab.
Layout of the tab

The meaning of the column headers, the information contained in the table, and the functions
that can be used (buttons and check boxes) are described below.
Name
Name of the CFC chart @ASB_Mem containing the MemIDB64 memory blocks. The CFC
chart originates from the chart folder in the basic engineering.
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15.1 Dialogs
"Update" check box

If you select the check box in the "Update" column header or below the individual object and
then click the "Start" button, the system recalculates and adjusts the number or memory blocks.
This means that changes in the basic engineering are adopted.
Name
Name of the folder containing the CFC/SFC charts and SFC types. Name of the S7 chart folder.
"Compile" check box

If you select the "Compile" check box in the column header or below the individual object and
then click the "Start" button, the "Compile program" dialog is displayed. Here you can set the
scope for compiling the charts as a program. If you then click the "OK" button, the compilation
is started according to your settings. At the end of the compilation, the relevant log is displayed.
The symbols for the "Compile" and "Download" functions are as follows:
Symbol Meaning
The object must be compiled/downloaded
The object was not compiled/downloaded. Check the log for the action. Click the button in
the "Log" column and repeat the action.
The object was successfully compiled/downloaded, however with warnings. Click the "Log"
button to view the warnings.
The object was successfully compiled/downloaded.
Operating mode
The availability of the AS is checked.
"Download" check box

If you select the "Download" check box in the column header or below the individual object
and then click the "Start" button, the "Download S7" dialog is displayed. Here, you can set the
download mode. If you then click the "OK" button, the download to the AS is made. At the end
of the download, the relevant log is displayed.
"Log" button
Each object listed in the table corresponds to an S7 chart folder of a project. For each object
row, there are two buttons in the "Log" column. If you click the left button, the BATCH validation
of the stations is displayed. If you click the right button, the result logs of compiling and
downloading the S7 program will be displayed.
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Project path
The "Project path" column displays the project path to your S7 program in the SIMATIC
Manager. There you will find all the data blocks that will be downloaded to the AS.
Project
The "Project" column displays the name of your project in the SIMATIC Manager. Here, you
will find the units.
Path
The "Path" column displays the storage path of your project on hard disk.
"Start" button
If you have enabled the selected objects for updating, compiling or downloading the "Start"
button is enabled. If the necessary settings have not been made, the button is grayed out and
cannot be used.
"Close" button
With this button, you close the "Compile/Download" dialog.
"Help" button
With this button, you display the relevant topic in the online help.
"CPU" selection (Page 889)
Obtaining the memory configuration and setting the allocation (Page 210)
15.1.12.63 "Connections" tab
What tasks do you perform in the "Connections" tab?

In the "Connections" tab, you compile and download the station and connection configuration
created in HW Config and NetPro. The functions from basic engineering are used.
How are the dialog and its tabs displayed?

You open the "Compile/Download" dialog if you have selected the "Stations" folder or the
"SIMATIC station" folder in the BATCH configuration dialog and then click the "Compile /
Download..." button. Then click on the "Chart folder" tab.
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15.1 Dialogs
Layout of the tab

The meaning of the column headers, the information contained in the table, and the functions
that can be used (buttons and check boxes) are described below.
Name
Name of the connection table from the basic engineering. A connection table is opened in
NetPro.
"Compile" check box

If you select the check box in the "Compile" column header or below the individual object and
then click the "Start" button, the network data from the connection table is saved and compiled
in NetPro.
The symbols for the "Compile" and "Download" functions are as follows:
Symbol Meaning
The object must be compiled/downloaded
The object was not compiled/downloaded. Check the log for the action. Click the button in
the "Log" column and repeat the action.
The object was successfully compiled/downloaded, however with warnings. Click the "Log"
button to view the warnings.
The object was successfully compiled/downloaded.
Operating mode
The operating mode of the AS is read out. If the AS cannot be reached, this status is displayed.
"Download" check box

If you select the check box in the "Download" column header or below the individual object
and then click the "Start" button, the data from the connection table is downloaded to the target
stations.
"Log" button
Each object listed in the table represents a row. For each object row, there is a button in the
"Log" column. If you click the button, the result of compiling and downloading the connections
will be displayed.
Project path
The "Project path" column displays the project path to your S7 program in the SIMATIC
Manager. There you will find all the data blocks that will be downloaded to the AS.
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15.1 Dialogs
Project
The "Project" column displays the name of your project in the SIMATIC Manager.
Path
The "Path" column displays the storage path of your project on hard disk.
"Start" button
If you have enabled the selected connections for compiling or downloading, the "Start" button
is enabled. If the necessary settings have not been made, the button is grayed out and cannot
be used.
"Close" button
With this button, you close the "Compile/Download" dialog.
"Help" button
With this button, you display the relevant topic in the online help.
15.1.12.64 "External process cells" selection
External process cells selection

All imported, external process cells are listed under the node.
Process cell data

External process cells in the navigation area
Button
Update A search is performed for imported, external process cells in SIMATIC
Manager and the results are displayed in the navigation area of the dialog.
Generate The locations of all external process cells are generated.
Compile All instances of locations are complied together with the associated folder
structure.
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15.1 Dialogs
Log
ess cell errors or warnings. You can also right-click on a selected object
and select the "Display Log" function to display object-specific errors
or warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.65 "Process cell" selection
Selecting a process cell among external process cells

Batch types and instances of external process cells are listed under the process cell node.
Process cell data

Properties
Name of the process cell as a bold title. The name is specified in the source project and cannot
be changed here.
Description: The description text for the external process cell is specified in the source project
and cannot be changed here.
SIMATIC BATCH V9.0

15.1 Dialogs
External process cell
Button
Check validity This checks whether all locations you have configured in the source project
are plausible for SIMATIC BATCH and can be used.
Log
ess cell errors or warnings. You can also right-click on a selected object
and select the "Display Log" function to display object-specific errors
or warnings.
OK button
Apply button
Cancel button
Help button
15.1.12.66 Control strategies of...

In this dialog box, you assign the parameters to a control strategy. Later in batch control, only
the parameters selected here are taken into account for this control strategy. If the control
strategies are restricted for the instance (EPH or EOP) assigned to the phase type or operation
type, only the control strategies enabled here can be used later in the recipe.
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.12.67 Parameter groups of the batch process cell

In this dialog box, you determine which dynamic parameters are assigned to which parameter
group. The parameter groups are arranged in the rows and the parameters in the columns of
a table. Select or clear the appropriate check boxes to specify the parameter group assignment.
Your selection applies to the entire batch process cell and not to each specific unit.
Filter and filter properties
You can select a unit as a filter using the "Sorting by unit" entry in the drop-down list. The filter
criterion limits the table display to the selected unit based on your selection.
● If no filter argument is selected, all parameter groups of the batch process cell are displayed
in the rows. The columns display the dynamic parameters of all units that have instantiated
the dynamic control strategy parameter. The parameter group assignment is enabled for
all dynamic parameters.
● When you select a unit, all parameter groups assigned to this unit are displayed in the rows.
The columns display all dynamic parameters of the units to which one of these parameter
groups has been assigned. The parameter group assignment is enabled only for the
dynamic parameters that match the unit used for filtering.
15.1.12.68 "Batch types" selection
Batch types selection

All imported equipment properties (locations) of the imported external process cell are listed
under the node.
Process cell data

Properties
Name of the selected object in the process cell data as a bold title.
Description: Description text for batch types of the external process cell.
Last changed on: The last change of the batch types is specified with date and time.
Batch types
Button
Generate All configured equipment properties (locations) for SIMATIC BATCH are
created.
SIMATIC BATCH V9.0

15.1 Dialogs
Log
ted log is generated as an XML file in the specified layout and displayed
Select "Process cell" and click "Display" to show all process cell errors
or warnings. You can also right-click on a selected object and select
the "Display Log" function to display object-specific errors or warnings.
"Print" button: This prints all configured equipment properties of the process cell in tabular form.
OK button
Apply button
Cancel button
Help button
15.1.12.69 "Batch instances" selection

All imported equipment properties (locations of the units) of external process cells are listed
under the node.
Process cell data

Properties
Name of the selected object in the process cell data as a bold title.
SIMATIC BATCH V9.0

15.1 Dialogs
Description: Description text for batch instances of the external process cell.
Last change: The last change of the batch instances is specified with date and time.
Batch instances
Button
Compile All configured equipment properties (locations of the units) and their folder
structure are created for SIMATIC BATCH.
Log
ternet Explorer.
warnings.
OK button
Apply button
Cancel button
Help button
SIMATIC BATCH V9.0

15.1 Dialogs
15.1.13 Dialogs from within the SIMATIC Manager
15.1.13.1 "General" object properties tab of the batch process cell
Function
In this dialog field the general attributes of the batch process cell object are displayed.
Name:
You can change the name of the current object if a PH process cell of the same name does
not exist in the ES.
Project path:
The logical path from the project to the current object via the components is displayed.
Storage location of project:

Physical path of the project.
Author:
Name of the configurator.
Date created:
Creation date of the object.
Last modified:
Date of the last change to the object.
Comment:
Enter a comment here to enter specific information about the object. A comment is optional.
15.1.13.2 "General" object properties tab of the BATCH applications
Function
The "General" tab provides information about the BATCH applications.
SIMATIC BATCH V9.0

15.1 Dialogs
Short name:
A short description of the task of the application is displayed. The displayed brief information
is stored for each component in the hardware catalog.
Name:
The name of the application is in the "Name" field; you can change this name in accordance
with your specifications. If you change the short name, the new name appears in the SIMATIC
Manager.
Comment
In this field, you can, for example, enter the purpose of the application.
Note
To change names or comments, open the object properties in HW config. Attention: The
system does not check for identical names.
15.1.13.3 "Merge / Compile" tab
Introduction
All BATCH projects of the multiproject are displayed in this tab. BATCH projects are those with
a batch and PH process cell object.
Note
You cannot download batch data and transfer messages in a removed BATCH project.
Generate types prior to compiling

Activate the check box if the batch types will be generated prior to the action "Merge/Compile".
Not yet up-to-date batch types will be updated prior to compiling. A necessary compare of the
CFC charts with the batch types will be executed automatically.
In the default setting, the check box is not enabled.
Note
The batch types will be generated from all projects in the multiproject.
Transfer messages
Select the check box if you want the BATCH messages transferred to the PCS 7 OS prior to
the action "Merge/Compile". In the default setting, the check box is not enabled.
SIMATIC BATCH V9.0

15.1 Dialogs
Batch process cells in the projects

This area of the dialog displays the batch process cells in the projects of a multiproject in the
form of a table. One project of the multiproject is listed per row. Information about the project
is shown in the relevant columns.
Project
In the "Project" column, you will see the name of the project.
Note
Projects that have been removed for editing are indicated by a transparent icon. Such projects
cannot be compiled because the check box is grayed out.
Path
In the "Path" column, you will see the path of the project.
Batch process cell

The "Batch process cell" column displays the name of the batch process cell that you assigned
in the BatchCC.
Note
In projects that are removed for editing you can supplement the batch types of all batch process
cells with operation, phase, and process tag types. These batch process cells are indicated
by a special marking, a blue bar.
Process cell
In the "Process cell" column, you will see the name from the plant view. This is the name that
you assigned to the "Process cell" object type during the S88 type definition.
Note
The name of the batch process cell and the name of the process cell must be identical.
OK
Saves your settings and begins generation, merging of the base data and finally the compilation
of the instances according to your settings. Make sure that messages cannot be transferred
when an OS is active.
SIMATIC BATCH V9.0

15.1 Dialogs
Cancel
Discards your settings and closes the dialog.
Help
Opens the help for this context.
Compiling and Downloading Batch Process Cell Data (Page 214)
15.1.13.4 "Download" tab
Introduction
The complete distribution of your batch process cell is displayed in this tab. The "Status"
column displays the status of all components involved using colored traffic light symbols. Based
on the color scheme, you can quickly recognize which components need to be downloaded.
Possible components of a batch process cell that need to be downloaded to the destination
systems.
● Batch database server (master/standby)
– Project database
– Offline database
– Online database
● Batch server (master/standby)
● BATCH client
Component
If a download of individual components is necessary, the check boxes of these components
are set automatically and cannot be changed. After a successful download, the check boxes
are deactivated again and can be reactivated.
By selecting the check box in the "Component" column, all existing components are
downloaded.
PC station
The name of the higher-level PC station is displayed.
Target system
The computer name of the specific component is displayed.
SIMATIC BATCH V9.0

15.1 Dialogs
Verify
For external target systems you can check whether the downloaded data are up-to-date by
clicking the button in this column. With this action the system checks whether the target
computer can be reached and whether the data are up-to-date. The result is displayed in the
"Status" column.
If you click the button in the column header, all components are checked.
Note
Components of local target systems are checked automatically.
Status
Status Symbol Remark

Downloaded Process cell data downloaded. A new download process can be
triggered.
No longer up-to-date The downloaded data is no longer up-to-date. A new download
process can be triggered.
Non-existent or not configured
Check BATCH installation There is no BATCH installation on the target computer.

Check WinCC installation There is no WinCC installation on the target computer.
Check sharing The BATCH folder "sbdata" is is not correctly shared or the share
name is not "BATCH". Permissions or release name must be
checked.
Unreachable Remote PC station is not reachable, download is not possible.
Project checked out The project with the required components is checked out.
Not downloaded No process cell data has been downloaded yet. The download can
be started.
System error There was a system error when downloading.
Check/download OS The PCS 7 OS has not yet been correctly downloaded.
OK
Cancel
Discards your settings and closes the dialog.
Help
Opens the online help for this context.
SIMATIC BATCH V9.0

15.2 BCC menu commands
15.2.1 Program menu
15.2.1.1 New process cell (Program menu)

This function reads in the data of the basic control for a selected process cell. The data of
basic basic consists of the block instances of the SFC types created in the CFC charts or the
SIMATIC BATCH-specific blocks UNIT_BLOCK, IEOP, IEPH, EPAR, and TAG_COLL, as well
as the supplementary data in the hierarchy folders.
15.2.1.2 Updating of the process cell

If you have made changes to the BATCH-relevant process cell data (e.g., in CFC charts with
SFC types/BATCH interface blocks or to type descriptions) in the engineering system (ES),
you must update the process cell data in BatchCC.
15.2.1.3 Print (Program menu)

With this function, you can start the printout of the data displayed in the list boxes in BatchCC.
15.2.1.4 Print preview

You can display a print preview of the selected data with this function. The print command is
also provided in the preview window. You cannot edit in the print preview.
The menu command is only available when a control recipe is displayed and selected in the
display window of the BCC.
15.2.1.5 Print setup

With this function, you open a dialog in which you can make the settings you require for the
current printer.
15.2.2 Edit menu
15.2.2.1 Validate master recipe (Edit menu)
Requirement:
element along with the corresponding configuration of the recipe data (header).
SIMATIC BATCH V9.0

To validate the recipe:

Select the recipe you want to check.
Select the menu command Edit > Validate or the shortcut menu command (right mouse button).
The validation covers the consistency of the library operations and process cell data used in
the created recipe. A result display or error list is displayed that indicates whether or not the
recipe header is completed, whether materials exist, whether steps and transitions in the recipe
are configured and whether the normalized batch quantity is correct.
Within the BATCH Recipe Editor, you can also jump to the part of the recipe that caused the
problem by double-clicking the entry in the error list.
Validation does not change the recipe status (Page 332)
See also:
Opening recipes (Page 999)
15.2.2.2 Validate library operation (Edit menu)
Requirement:
element along with the corresponding configuration of the library operation data (recipe
header).
Validation:
1. Select the library operation you want to validate.
2. Select the menu command Edit > Validate or the shortcut menu command (right mouse
button).
The validation covers the consistency of the process cell data used in the created library
operation. A result display or error list is displayed that indicates whether or not the recipe
header is completed, whether materials exist, whether steps and transitions in the recipe are
configured.
Note
In the error list, you can double-click on the list entry to jump to the part of the recipe that
caused the problem within the BATCH Recipe Editor.
15.2.2.3 Validate formula (Edit menu)

A formula is checked for the following:
● That the values are within the limits of the linked master recipe parameters
● If parameters have been deleted or added in the formula category
SIMATIC BATCH V9.0

● Parameter type changes in the formula category

● That the master recipe is released
● You must have already selected input materials and output materials.
Any errors detected during the check are displayed and can be saved in a file.
15.2.2.4 Validate batch (Edit menu)

A "Validity check" for planned batches may be necessary if, for example, the following
situations occur:
● You perform an update of your Batch process cell.
● You change the following batch properties so that the configured boundary conditions
become invalid.
– Changing the quantity
– Changing the assignment of the units
– Changing setpoints
● You delete materials that are in use.
15.2.2.5 Rename (Edit menu)

With this function, you can change the name and version of the selected object.
15.2.2.6 Create new formula category (Edit menu)

In BatchCC, this command creates a new formula category with its name, version and
description.
15.2.2.7 Create new formula (Edit menu)

With this function, you can create a new formula for the selected formula category with name
and description. You can edit in the Properties of the new formula.
15.2.2.8 Create new order category (Edit menu)

In BatchCC, this command creates a new order category with its name, version and description.
15.2.2.9 New order (Edit menu)

This function creates a new order and a selectable number of new batches. When you create
a new batch, you can assign the formula or the master recipe.
Note
There is a fixed assignment between a batch and the formula/master recipe.
SIMATIC BATCH V9.0

15.2.2.10 New (Edit menu)

This command creates a new batch for an order. When you create the batch, the dialog displays
the master recipes and formulas released for testing or production. However, only the master
recipes that were not assigned to a formula category are displayed. You can assign the formula
or the master recipe.
15.2.2.11 Create new batch (Edit menu)

You use this function to open a dialog where you can create new batches based on the selected
object (master recipe or formula). When this occurs, the properties (header parameters) of the
base object are transferred, but they can still be adapted. If the data of the utilized base object
are valid for creating a batch, you can create a new batch immediately by clicking "OK". Batches
generated in this way are stored in the following order folder tree created by the system in
BatchCC: Orders\System order category\System order.
Note
Master recipe with formula category
If you select a master recipe for batch generation which is linked to a formula category
containing a single formula only, this recipe data is used for the batch generation.
"Add batch" tab (Page 821)
15.2.2.12 Create new library structure (Edit menu)

Use this function to create a new library structure for flat master recipes (Page 514). To edit
the recipe further, you must then start the recipe editor.
15.2.2.13 Create new library operation (Edit menu)

Use this function to create a new library operation for hierarchical master recipes (Page 516).
You must start the Recipe Editor for further editing.
15.2.2.14 Create new quality (Edit menu)

In BatchCC, this command creates a new quality with its name, code and description.
15.2.2.15 Create new material (Edit menu)

In BatchCC, this command creates a new material with its name, code, description and possibly
also quality.
SIMATIC BATCH V9.0

15.2.2.16 Create new flat master recipe (Edit menu)

With this function, you can create a new flat master recipe (Page 514) with name, version and
description. You edit the recipe with the recipe editor.
15.2.2.17 Create new hierarchical master recipe (Edit menu)

With this function, you can create a new hierarchical master recipe (Page 516) with name,
version and description. The recipe is edited with the aid of the Recipe Editor.
15.2.2.18 Open library operation (Edit menu)

You can open a library operation by double-clicking on the required library operation or using
the context menu (right mouse button). The appropriate application, BATCH Recipe Editor, is
started with the library operation.
If the BATCH Recipe Editor has already been started, a (further) window opens with the library
operation.
Note
All further editing can only be done with the BATCH Recipe Editor.
15.2.2.19 Open list of process cell (Edit menu)

This function is not available for the selected object.
15.2.2.20 Open list of orders (Edit menu)

This command opens a new window listing all the orders of the order category with the
configured batches and their properties.
15.2.2.21 Open list of library operations (Edit menu)

This command opens a new window listing all the library operations, the processing status,
the author and the date last changed.
15.2.2.22 Open list of batches (Edit menu)

This command opens a new window listing all the batches of the order with all configured batch
properties.
15.2.2.23 Open list of formula categories (Edit menu)

This command expands the tree with the master recipes of the selected master recipe category.
SIMATIC BATCH V9.0

15.2.2.24 Open the list of formulas (Edit menu)

This command opens a new window listing all formulas of the selected formula category, the
processing status, the author and the date last changed.
15.2.2.25 Open list of master recipes (Edit menu)

This command opens a new window listing all the recipes, the processing status, the author
and the date last changed.
15.2.2.26 Open list of recipe categories (Edit menu)

Use this command to open a new window in which all recipes are listed showing the edit status,
the editor, and the date of the last change.
15.2.2.27 Open list of materials (Edit menu)

This command opens a new window listing all the materials with their defined codes and
qualities.
15.2.2.28 Open master recipe (Edit menu)

You can open recipes by double-clicking the required recipe or using the context menu (right
mouse button). The appropriate application, BATCH Recipe Editor, is started with the recipe.
If the BATCH Recipe Editor has already been started, a (further) window opens with the recipe.
Note
All further editing can only be done with the BATCH Recipe Editor.
15.2.2.29 Print
This command prints the batch report for a previously selected element.

This command is used to display the batch report in a preview window within the BatchCC. A
maximum of two objects can be displayed simultaneously in the preview window. Within the
preview window, a toolbar offers buttons for page navigation within the batch report. A button
for exporting the batch report in PDF format is also available.
15.2.2.31 Properties of an order category (Edit menu)

This command opens the dialog for the order category. You can enter an order category with
its name and a description.
SIMATIC BATCH V9.0

15.2.2.32 Properties of a library operation (Edit menu)

This function opens the dialog for editing the header data of a library operation. Here, the
setpoints for material and parameters and the unit assignment can be modified for a library
operation that has not yet been released.
15.2.2.33 Properties of a formula category (Edit menu)

Formulas are used for the definition of parameters required for a recipe independent of the
procedure. You specify the parameter structure for a group of recipes in the properties of the
formula category.
This category is assigned permanently to recipes (selection in the header properties of a recipe
procedure, master recipe).
Recipes assigned to a category are then available for selection in the formulas within the
category.
15.2.2.34 Properties of a formula (Edit menu)

This function opens the dialog for editing formula properties. Here, you can enter the values
of the parameter structure (material and parameters) and specify the assignments to variables
in the master recipe.
15.2.2.35 Quality properties (Edit menu)

This command opens a dialog for the selected quality. You can enter the name, code and a
description for this quality.
15.2.2.36 Properties of an order (Edit menu)

This function opens the dialog for an order.
15.2.2.37 Display properties of master recipe (Edit menu)

This function opens the dialog for editing recipe header data. Here, the product, the setpoints
for materials and parameters and the unit assignments can be modified for a recipe that has
not yet been released.
15.2.2.38 Folder properties (Edit menu)

This command opens the dialog box for the selected folder. You can enter the name, code
and a description for this folder.
15.2.2.39 Material properties (Edit menu)

This command opens a dialog for the selected material. You can enter the name, code, a
description and the qualities for this material.
SIMATIC BATCH V9.0

15.2.2.40 Batch properties (Edit menu)

This function opens the dialog for entering a batch name, selecting a master recipe, specifying
the batch quantity and the start and end time of the batch.
15.2.2.41 Release library operation for testing (Edit menu)
Requirement:
This is only possible when the library operation is valid. Validity is first checked with this
command.
To release library operations:

1. Select the library operation.
2. Select the menu command Edit > Release for testing or the context menu command (right
mouse button).
Result
After it has been released, the library operation has the "Released for testing" status.
Note
If errors occur in the validation, the problems are displayed and the library operation status
remains "in progress...".
See also:
Difference between release for testing and for production (Page 1043)
15.2.2.42 Release library operation for production (Edit menu)
Requirement:
The prerequisite in this regard is the validity of the library operation. Validity is first checked
with this command.
Release library operations:

2. Select the menu command Edit > Release for production or the context menu command
(right mouse button).
SIMATIC BATCH V9.0

Result
After it has been released, the library operation has the "Released for production" status.
See also:
Difference - release for testing or release for production (Page 1043)
15.2.2.43 Revoke release of formula (Edit menu)
Introduction
You can revoke the release of a formula in BatchCC.
Revoke release:
1. Select the formula.
2. Select the menu command Edit > Revoke release or the context menu command (right
mouse button).
Result
After revoking the release, a formula released for testing has the "In progress" status or a
formula released for production has the "Release revoked" status.
Icon Meaning
In progress
Release revoked
15.2.2.44 Release formula (Edit menu)
Requirement:
Validation of the formula and a released master recipe are required for the release. Validity is
first checked with this command.
Release formulas:
1. Select the formula.
2. Select the menu command Edit > Release or the shortcut menu command (right-click).
SIMATIC BATCH V9.0

Result
After it has been released, the formula has the "Released" status.
Note:
If errors occur in the validation, the problems are displayed and the formula status remains "in
progress".
15.2.2.45 Release master recipe for testing (Edit menu)

The requirement for this function is the validation of the recipe. Validity is first checked with
this command.
To release a recipe:
1. Select the recipe.
2. Select the menu command Edit > Release for testing or the context menu command (right
mouse button).
Result
After it has been released, the recipe has the "Released for testing" status.
Note:
If errors occur in the validation, the problems are displayed and the recipe status remains "In
Progress...". Release is also possible in the BATCH Recipe Editor.
See also:
Validation (Page 994)
Status of the recipes and status changes (Page 332)
Open recipes (Page 999)
15.2.2.46 Release master recipe for production (Edit menu)
Requirement:
The validity of the recipe is required for this. Validity is first checked with this command.
SIMATIC BATCH V9.0

Release recipes:
2. Select the menu command Edit > Release for production or the shortcut menu command
(right mouse button).
Result
After it has been released, the recipe has the "Released for production" status.
Check validity (Page 994)
15.2.2.47 Release for testing (Edit menu)

This function cannot be executed for the selected object.
15.2.2.48 Revoke release of library operation (Edit menu)
Procedure
2. Select the menu command Edit > Revoke release or the context menu command (right
mouse button).
Result
After revoking the release, a library operation released for testing has the "In progress" status
or a library operation released for production has the "Release revoked" status.
Icon Meaning
In progress
Release revoked
SIMATIC BATCH V9.0

15.2.2.49 Revoke release of master recipe (Edit menu)
Introduction
You can revoke the release of a master recipe in BatchCC.
Revoke release:
2. Select the menu command Edit > Revoke release or the shortcut menu command (right
mouse button).
Symbols in BatchCC
After revoking the release, a recipe released for testing has the status "In progress" or a recipe
released for production has the status "Release revoked".
Symbol Meaning
In progress
Release revoked
Principle
A recipe released for production cannot be directly transferred to the status "Release for
testing" using the command "Revoke release".
After manually scaling a recipe in recipe editor, produced for example by updating process
cells with validation errors, a master recipe formerly released for production can be transferred
to the status "Release for testing" via the "Editing status".
Releasing recipes for production (Page 1003)
15.2.2.50 Release for production (Edit menu)

15.2.2.51 Copy formula (Edit menu)

This command copies a selected formula within the order.
SIMATIC BATCH V9.0

15.2.2.52 Unlock (Edit menu)

If a Batch object is being edited by one user, it is locked for other users. You can use this
function to cancel the lock and make the object editable.
When a different BATCH client even on the same PC wants to unlock a write-protected object,
you will see a warning to inform you that the locking BATCH application, which can even be
a BATCH server, will be separated from the database and can no longer be used if you unlock
the write protection. You will not always see immediately that the application cannot be used.
You must stop the BATCH application in any case, even with the Task Manager, if necessary,
and then restart it.
The "Unlock" command is available only to users who belong to a role with super user status.
This means there is no special permission that can be assigned to any user.
Note
This command is reserved for emergency situations in which you need to control a BATCH
object. Use the "Unlock" command only if the application, for example, the BatchCC that locks
the object is not accessible and you cannot complete the editing there normally.
15.2.2.53 Delete order category (Edit menu)

Select the order category you want to delete.
Select the menu command Edit > Delete or the context menu command (right mouse button).
15.2.2.54 Delete library operation (Edit menu)

Select the library operation you want to delete.
Select Edit > Delete from the menu or the context menu command (right mouse button).
The library operation you have selected is deleted following a prompt for confirmation. This
function cannot be reversed. If you have selected more than one library operation, you are
prompted to confirm deletion of each recipe separately. Library operations can only be deleted
when they are not used in recipes.
15.2.2.55 Delete batch (Edit menu)
Procedure
1. Select the batch you want to delete.
2. Select the menu item Edit > Delete or the context menu item (right mouse button).
Note
The selected batch is deleted following a prompt for confirmation. This function cannot be
reversed. If you have selected more than one batch, a prompt for confirmation is displayed
for each batch separately.
SIMATIC BATCH V9.0

15.2.2.56 Delete formula category (Edit menu)

Select the formula category you want to delete.
Select the menu item Edit > Delete or the context menu item (right mouse button).
Note
The selected formula category is deleted following a prompt for confirmation. This function
cannot be reversed. If you have selected more than one formula category, you are prompted
to confirm deletion of each category separately. Formula categories can only be deleted when
there are no formulas belonging to them.
15.2.2.57 Delete formula (Edit menu)

Select the formula you want to delete.
Note
The selected formula is deleted after a prompt for confirmation. This function cannot be
reversed.
15.2.2.58 Delete quality (Edit menu)

Select the quality you want to delete.
Select the menu command Edit > Delete or the context menu command (right mouse button).
Note
The selected quality is deleted immediately after you answer the prompt for confirmation.
Deleting is permanent and cannot be undone.
15.2.2.59 Delete order (Edit menu)

Select the order you want to delete.
The selected order is deleted following a prompt for confirmation. This function cannot be
reversed. If you have selected more than one order, you are prompted to confirm deletion of
each order separately.
SIMATIC BATCH V9.0

15.2.2.60 Delete master recipe (Edit menu)
Procedure
1. Select the recipe you want to delete.
2. Select the menu item Edit > Delete or the context menu item (right mouse button).
Note:
The selected recipe is deleted after a prompt for confirmation. This function cannot be reversed.
If you have selected more than one recipe, you are prompted to confirm deletion of each recipe
separately.
15.2.2.61 Delete object (Edit menu)

Select the folder you want to delete.
Select the menu command Edit > Delete object or the identical command from the context
menu.
15.2.2.62 Delete material (Edit menu)

Select the material you want to delete. Select the menu command Edit > Delete or the shortcut
menu command (right-click).
Note
Information on deleting
Materials that are used in libraries, formulas or master recipes cannot be deleted. You can use
the search function to locate the point of use. Then revoke the use and save the object. Only
then can the material be deleted.
15.2.2.63 Deleting shortcuts

Deletes a previously selected object from the shortcut window.
15.2.2.64 Delete all shortcuts

Deletes all shortcuts contained in the shortcut window.
15.2.2.65 Displaying list of order categories (Edit menu)

This command opens a new window listing all the order categories with the configured orders
and batches and their properties.
SIMATIC BATCH V9.0

15.2.2.66 Display list of materials (Edit menu)

This command opens a new window listing all the materials with their defined qualities.
15.2.2.67 Archive batches (Edit menu)

With this function, you can archive several closed batches at one time. Open a batch overview
and select the batches to be archived. Then select the archive menu command in the shortcut
menu (right mouse button).
15.2.2.68 Archive batch (Edit menu)

With this function, you can archive each closed batch individually. Select the object in the Tree
structure and select the Archive menu command in the context menu (right mouse button).
15.2.2.69 Export library

Start the assistant for exporting the library.
15.2.2.70 Export master recipe

Start the assistant for exporting the master recipe.
15.2.2.71 Find (Edit menu)

Opens a dialog in which you can search for specific elements in recipes, libraries and batches.
If you use the search function in a detail view, you can select multiple objects for the search.
"Find" dialog (Page 878)
15.2.2.72 Export formula category

Start the assistant for exporting the formula category. All corresponding formulas are exported.
15.2.2.73 Export (Options menu)

Start the assistants for exporting libraries, master recipes and formula categories.
SIMATIC BATCH V9.0

15.2.2.74 Create folder (Edit menu)

With this function, you create a new folder below an object to achieve a better overview.
Note
Structure depth of folders in BatchCC
As the structure depth of folders increases, the time does too, e.g. the time for the detailed
view to be displayed. We recommend not exceeding a structure depth of 5 folders.
15.2.2.75 Compare (Edit menu)

Starts the comparison of the two selected objects. The result is shown in the "Recipe
comparison" window within BatchCC.
Comparing recipe objects (Page 340)
15.2.2.76 Compare with (Edit menu)

Opens a dialog for selecting a comparison object. Depending on the type of the first selected
object, the corresponding comparison objects in the Master recipes, Libraries or Formulas
folders are displayed for selection.
Comparing recipe objects (Page 340)
15.2.2.77 Update element (Edit menu)

This function updates the entries selected in BatchCC. This is useful, when there are problems
on the connection between the BATCH server and BATCH client. If the BATCH server can no
longer pass on the changes to the client, BatchCC will, for example, display incorrect (old)
data. With this command, you instruct BatchCC to query the current data for an entry at the
BATCH server.
15.2.2.78 Insert new object (Edit menu)
Function
Dynamic selection for creating a new object (e.g. recipe). By clicking this icon, you display a
menu of the objects that can be selected.
SIMATIC BATCH V9.0

15.2.3 Control menu
15.2.3.1 Abort (Control menu)
Overview
With this command, you abort a batch before its planned end.
The command executes only after you confirm the prompt for confirmation.
Within the framework of the prompt for confirmation, you have various options to abort a batch
with the following buttons.
● "Abort batch"
● "Abort batch (except conti.)"
Note! Steps in continuous operation are not aborted!
The batch changes to the status "Aborted".
When batches are aborted, all the units occupied by the batch are released once again.
You cannot continue an aborted batch.
Note
If a batch does not contain any recipe steps in continuous operation, only the default prompt
for confirmation appears.
Function of the "Abort batch" button

When you click this button, you abort the batch including all recipe steps in continuous
operation.
Abort batch (except conti.)

When you click this button, all recipe steps and their equipment phases are aborted except for
equipment phases of recipe steps running in continuous operation.
These are not aborted initially until the end of the batch.
How the equipment phases react at the end of the batch is specified by the project setting for
extended continuous operation.
● If you have selected "Yes" for the extended continuous operation, these equipment phases
continue to run after the end of the batch.
The equipment phases can be occupied again by other batches.
● If you have selected "No" for the extended continuous operation, this button is not available
with the batch.
With ROPs and RUPs, as described above all recipe steps and their equipment phases
are stopped apart from equipment phases of recipe steps running in continuous operation.
SIMATIC BATCH V9.0

Note
Recipe steps which have been configured in continuous operation but have not yet reached
the "ready to complete" status are also aborted.
● Batches > Settings (Page 771)
● Extended continuous mode of equipment phases (Page 418)
● Manual jump (Page 434)
● Commands for controlling batches (Page 428)
● Abort step (Page 1064)
15.2.3.2 Abort (emergency) (Control menu)

The "Abort (emergency)" command can be used to abort a batch when no AS connection is
available.
The "Abort (emergency)" command can be used when the following rules are observed:
● This command is only active and visible when the user currently logged on has a role with
super user status. Note: The "super user" status has nothing to do with the name of the
role. The role must have super user status, which is indicated by a yellow outline around
the icon.
● If the "Abort (emergency)" command is used when a connection to the AS is available, the
command has the same effect as the normal "Abort" command. In other words, the batch
is only actually in "aborted" status when the statuses of the blocks of the AS have been
reported back as such.
There is no guarantee, therefore, that executing this command will result in a quicker
abortion (when an AS connection is available).
● If the Abort (emergency) command is used when no connection to the AS is available, the
status of the batch and the active elements are aborted regardless of the block states. The
user is responsible for manually bringing the blocks in the AS to a non-critical state. Even
if the connection to the AS has been re-established, these SIMATIC BATCH blocks must
be reset before they can be used again.
● For safety, a prompt appears asking the user if he really wants to abort the batch with the
note that no AS connection is available and that the interface blocks of the allocated unit
may need to be released manually.
SIMATIC BATCH V9.0

● The Abort (emergency) command is not offered by the SIMATIC BATCH API.
● BatchCC has no information as to whether or not there is a connection between the BATCH
client and AS. This command is therefore always available, even when the connection
between the BATCH client and AS is intact.
Note
For additional safety, batches are only actually aborted once the "Abort (emergency)"
command has been used three times.
The first command attempts a normal "Abort", the second command attempts to release
the recipe phases and units, and the third command places the batch in "Aborted" status
in any case, even if recipe phases are still active and/or allocated.
15.2.3.3 Close (Control menu)

You can close a completed, stopped or aborted batch in the BatchCC. This is necessary before
you can use the "Archive" command.
15.2.3.4 Comment on batch (control menu)

Opens a dialog for the entry of comments on the batch. You can enter comments for a batch
at the time it is scheduled or during or after batch execution without having the hold the batch.
A comment can no longer be added for closed batches.
15.2.3.5 Comment on batch element (Control menu)

Opens a dialog in which you can enter comments on an individual batch element - once the
batch is planned, during its execution or after a batch has run, without having to stop the
batch.
15.2.3.6 Resume (Control menu)

This command resumes batches that have been held in the batch control. If the equipment
procedural elements were also stopped, these also return to the "running" state.
15.2.3.7 Release (Control menu)

With this command, you release a planned batch for production.
15.2.3.8 Pause after step (Control menu)

You can stop a charge that is running using the "Pause after step" command in batch control.
In contrast to the "Hold immediately" command, this command simply prevents the control
recipe from passing control to the next step. Active equipment procedural elements are not
affected and continue until they are complete.
Batch control waits before processing the next transition or starting the recipe step until the
"Resume" command is received.
SIMATIC BATCH V9.0

15.2.3.9 Hold immediately (Control menu)

You can stop batches that are running with the "Hold immediately" command in batch control.
In contrast to the "Pause after step" command, not only the batch itself but also all the
equipment procedural elements currently active in the control recipe are put on hold.
15.2.3.10 Unlock (Control menu)

With this command, you can cancel the lock for a batch.
15.2.3.11 Lock (Control menu)

With this command, you can lock a batch. A locked batch cannot be started in an automatic
sequence or with time-controlled start. You can remove the lock for further processing or abort
it from this point.
15.2.3.12 Start (Control menu)

With this command, you start a released batch. Batches with the Start mode "Immediate" and
"Time-driven" are started automatically but they can also be started with this command.
Note
You cannot start a batch if it is chained to another batch and this predecessor batch has not
yet started or been completed (depending on the chaining mode)!
15.2.3.13 Stop (Control menu)
Overview
With this command, you abort a batch before its planned end.
The command executes only after you confirm the prompt for confirmation.
Within the framework of the prompt for confirmation, you have various options to stop a batch
with the following buttons.
● "Stop batch"
● "Stop batch (except conti.)"
Note! Steps in continuous operation are not stopped!
The batch changes to the status "Stopped".
When batches are stopped, all the units occupied by the batch are released once again.
SIMATIC BATCH V9.0

You cannot continue a stopped batch.
Note
If a batch does not contain any recipe steps in continuous operation, only the default prompt
for confirmation appears.
Function of the "Stop batch" button

When you click this button, you stop the batch including all recipe steps in continuous operation.
Function of the "Stop batch (except conti.)" button

When you click this button, all recipe steps and their equipment phases are stopped except
for equipment phases of recipe steps running in continuous operation. These are initially not
stopped until the end of the batch.
How the equipment phases react at the end of the batch is specified by the project setting for
extended continuous operation.
● If you have selected "Yes" for the extended continuous operation, these equipment phases
continue to run after the end of the batch.
The equipment phases can be occupied again by other batches.
● If you have selected "No" for the extended continuous operation, this button is not available
with the batch.
With ROPs and RUPs, as described above all recipe steps and their equipment phases
are stopped apart from equipment phases of recipe steps running in continuous operation.
Note
Recipe steps that were configured in continuous operation but have not yet reached the "ready
to complete" state are also stopped.
● Batches > Settings (Page 771)
● Extended continuous mode of equipment phases (Page 418)
● Manual jump (Page 434)
● Commands for controlling batches (Page 428)
● Stop step (Page 1063)
15.2.3.14 Cancel (Control menu)

With this command, you cancel a batch. After this command has executed, the batch can no
longer be released or started.
SIMATIC BATCH V9.0

15.2.3.15 Open control recipe (Control menu)

With this command, you open the graphic recipe representation of a batch. In this view, the
steps and transitions are shown graphically.
15.2.3.16 Save as recipe (Control menu)

You use this command to save a batch as a new master recipe in the master recipes folder in
BatchCC. The new recipe name is generated from the batch name, but you can rename it
should you so wish. A modified recipe can then be used in a newly created batch.
We advise using this command to save modified control recipes (OSC mode) as reusable
master recipes.
The versioning concept selected or set during master recipe creation (free or system-supported
versioning) is also used for the new master recipe (save batch as master recipe).
The command "Save as recipe" is not dependent on whether changes are or were made in
OSC mode. Each batch, including unmodified batches, can be saved as a recipe.
See also
Scope of services and features (Page 473)
15.2.3.17 Start (Control menu > Structure change)

This command is used to start OSC mode and therefore a recipe structure change during
ongoing batch operation.
The command is only available if the following conditions are met:
● The "Allow online structure change" check box must be selected under structure changes
in the "Batches" folder of the project settings. Also check the value for the 'Active batches
have to be held" property.
● As logged-on user, you have the permission "Start structure changes".
● The master recipe used for the batch has been released for testing.
● The control recipe used for the batch may not contain any recipe unit procedures that are
executed in the AS.
● The window with the corresponding control recipe is open in the BatchCC and is active.
● The batch is in one of the following states:
– Planned
– Locked
– Released
– Held
– Paused after step
Ensure that other users cannot edit in this mode.
SIMATIC BATCH V9.0

See also
15.2.3.18 Accept changes (Control menu > Structure change)

You can use this command to save changes made to your control recipe in OSC mode
(structure changes during operation).
The menu command is only available if you have also made a change to the control recipe.
See also
15.2.3.19 Reject changes (Control menu > Structure change)

You can use this command to reject changes made to your control recipe in OSC mode
(structure changes during operation). This means that no changes to the control recipe are
accepted.
See also
15.2.4 Planning menu
15.2.4.1 Order category list (Planning menu)

Opens the list with all order categories of the process cell.
Requirement: The "Order" folder is selected beforehand in the BatchCC.
15.2.4.2 Batch result list (Planning menu)

Opens a dialog showing all completed batches in table format. The dialog has the following
table columns: Order category, Order, Batch, Batch ID, Product, Master recipe, Formula,
Status, Planned quantity, Actual quantity, Mode, Start and End.
The display is updated dynamically.
Note
Depending on the status, batches are transferred from the Planning list to the Status list, for
example, or from the Status list to the Results list. But these batches also initially remain in
the currently open list. They do not disappear from the corresponding list until the next time
the list is opened.
SIMATIC BATCH V9.0

Batch control
When you select a batch and right-click, the shortcut menu offers control commands
appropriate for the context.
Filter mechanism
Each table column contains a filter cell. You can enter a filter criterion in these filter cells to
limit the display to specific batches. You can use the "*" and "?" characters as placeholders.
The question mark is a placeholder for any character and the multiplication sign for any
character string. Example: ?a*. Shows, for example, all orders with an "a" as the second
character in the name. This filter mechanism is not case-sensitive.
15.2.4.3 Batch planning list (Planning menu)

Opens a dialog showing a table overview of all newly created or planned batches that are not
yet active. The dialog has the following table columns: Batch, Batch ID, Product, Master recipe,
Formula, Status, Planned quantity, Actual quantity, Mode, Start and End.
Note
the list is opened.
Batch control
Filter mechanism
SIMATIC BATCH V9.0

15.2.4.4 Batch status list (Planning menu)

Opens a dialog showing all released and activated batches in table format. The dialog has the
following table columns: Order category, Order, Batch, Batch ID, Product, Master recipe,
Formula, Status, Planned quantity, Actual quantity, Mode, Start and End.
Note
the list is opened.
Batch control
Filter mechanism
15.2.4.5 Set batch order (Planning menu)

Opens a dialog for chaining batches. You specify whether a batch is chained to a predecessor
or successor batch. Chainings already configured in BatchCC are shown in the "Schedule
batches" dialog and can be modified. You specify a predecessor batch or successor batch and
specify whether the predecessor or successor batch should be started or already completed
before the batch object starts. You also specify the chronological order of chained batches.
Note
It is possible to chain batches in such a manner that two batches are their own reciprocal
successors and predecessors. This results in both batches never being started. Ensure during
configuring that loops or interruptions do not result when deleting chained batches.
Setting batch order; chaining batches (Page 373)
SIMATIC BATCH V9.0

15.2.4.6 Production order list (Planning menu)

Opens the list of production orders:
● If you had previously selected the "Orders" folder, all production orders are displayed.
● If you had previously selected an "order category" folder, only the production orders
belonging to this category are displayed.
15.2.4.7 Unit allocation (Planning menu)

Opens an overview of all batches and their unit allocations. Symbols indicate whether or not
there is a conflict or will be a conflict in the future due to double allocation of the units by pending
batches.
15.2.5 Options menu
15.2.5.1 Log off (Options menu)

This function logs off the current user.
Note
Following logon via a smart card reader, the logoff must also be performed via the smart card
reader and not using the "Options > Log off" menu command in Batch CC or the Recipe Editor.
15.2.5.2 Permission management (Options menu)

This function opens the "Permission management" dialog. Here, you can make settings for
the individual permissions of the user groups for computers (PCs) and the units of the batch
process cell.
15.2.5.3 Roles management (Options menu)

This function opens the dialog "SIMATIC Logon roles management". In this dialog, you assign
users created in Windows to specific roles in SIMATIC BATCH.
Requirements for running or releasing the command in the BatchCC:
SIMATIC BATCH V9.0

● Installation of SIMATIC Logon.

● The user logged on in the BatchCC is a member of the Windows user group
"Logon_Administrator" or is a member of the "SIMATIC BATCH" Windows group and is
assigned the "Super user" role.
Note
If you add a new Windows user to the Windows "Logon_Administrator" group, the "Roles
management" command in the "Options" menu of BatchCC is only activated for use after
another logon via the Options > Log off menu command.
If you do not use SIMATIC Logon, the user logged on in Windows is also used or permitted
as the user for the logon in the BatchCC. This user then has all the permissions of a user with
the super user role in SIMATIC BATCH. You cannot use the following functions in the "Options"
menu of BatchCC:
● Log off
● Permission management
● Roles management
15.2.5.4 Backup (Options menu)

Using this menu command, you can create a complete backup of your configured data, such
as libraries, master recipes, materials, user permissions etc. as a backup file.
The internal, compressed xml-Format "*.sbb" is available as the file extension.
If completed batches exist that have not yet been archived then you are informed in an info
dialog that you should archive these batches before making a backup.
You can restore the backup data in the BatchCC with the menu command Extras > Restore.
For this, the Batch database must be empty or not yet available.
15.2.5.5 Restore (Options menu)

With this command, you can completely restore backed up recipe data from a backup file
(Options > Backup command) in *.sbb and *.xml formats.
SIMATIC BATCH V9.0

Setting start IDs for batch, recipe/library, formula, category and material objects
To ensure that no deleted IDs can be used internally in the system for batch, recipe/library,
formula, category and material objects following a restore, as of version SB V7.1 SP2, it is
possible to have the system ascertain the last assigned IDs for these objects in the "Restore"
dialog and to preset them. This action is executed by the "Read out IDs" function in the
"Restore" dialog. Following a restore, newly generated objects then begin at the next ID. If this
function is not enabled (default setting), 1 is entered as the start ID and the previous behavior
is retained; in other words, newly created objects begin with the first free ID.
Note
To be able to use this function, the backup file must be created with a software version SIMATIC
BATCH V7.1 SP2 or higher.
Requirements
● The BATCH database is still empty or does not yet exist. Only in this case can the restore
function in the BATCH Control Center be selected and executed.
● Only backup files from the current or an older SIMATIC BATCH version are supported.
Procedure
To execute the "Restore" function, perform the following steps:
1. Start BatchCC.
Result: The editing window in BatchCC is still empty.
2. Select the menu command Options > Restore. Select the backup file (*.sbb) you require.
3. Decide whether the log (database log) should be restored. Select or clear the check box.
4. In the input boxes, you can set a start ID for objects such as batches, recipes/libraries,
formulas, categories and materials. In order to know the counter number you are starting
from, click the "Read out IDs" button. The last IDs contained in the backup are then
displayed. Select a least one higher start ID number.
5. Then, in the boxes for batches, recipes/libraries, formulas, categories and materials, enter
the ID (e.g., ID for your first new batch) in the adjacent input box in each case under "Start
ID" or leave the default at Start ID = 1.
6. Click the "Open" button.
SIMATIC BATCH V9.0

Result
The data is restored in BatchCC. The current database for SIMATIC BATCH is recreated with
the data of the backup file.
Note
You do not need user permission to restore BATCH backup data. Before a restore, you should
not assign any users or groups to the roles in the SIMATIC Logon roles management, as these
will otherwise be overwritten by the assignments saved in the restore file. It is then necessary
to repeat the assignment carried out previously in SIMATIC Logon.
Note
Following a restore, check the connection information for the reporting services in the project
settings dialog under Logging > Log and adjust the settings.
Note
After a "Restore", all OS messages retain the status that the OS messages had before the
"Backup".
The information required for the status changes is no longer available.
"Backup/Restore" dialog (Page 830)
How do I restore a SIMATIC BATCH server to its original state? (Page 703)
15.2.5.6 Export (Options menu)

Start the assistants for exporting libraries, master recipes and formula categories.
15.2.5.7 Import (Options menu)

You can use this function to import libraries, formula categories and master recipes (including
the used library operations and formula categories).
15.2.5.8 Logbook (Options menu)

Opens the "Log" in the BatchCC. The log displays user actions made in the BatchCC.
Log (Page 281)
SIMATIC BATCH V9.0

15.2.5.9 Active applications (Options menu)

Opens the "Elements being processed" dialog. The dialog is divided into a navigation area and
a display area. The navigation area shows the applications for the elements that a user is
editing. You use the node elements to open or close the tree structure. A bar is shown for the
allocated application in the display area. The time bar indicates the duration and the date and
time for the allocated application on this PC.
15.2.5.10 Compress data (Options menu)

With this command, you can compress the data (reorganize). Compressing does not change
the existing data.
Note: Compressing can take some time depending on the amount of data. During this time,
working with the system is restricted to some extent!
15.2.5.11 Start Recipe Editor (Options menu)

This function starts the BATCH Recipe Editor in BatchCC.
15.2.5.12 Start viewer for archived batches (Options menu)

You use this function to start the viewer for archived batches function in BatchCC. You use
the viewer to display and print archived batches in a control recipe.
15.2.5.13 Always on top (Options menu)
With this command, the window of the Batch Control Center always appears in the foreground,
regardless as to whether or not other software applications are open on the PC.
15.2.5.14 Migration > Finalize (Options menu)

When you update the BATCH project to a new software version of SIMATIC BATCH (for
example, a service pack), it may be necessary to adapt the project data to the requirements
of the new software version in BatchCC.
In such situations, you must select the Migration > Finalize menu command after installing the
new software version.
Please see the readme file for the new SW version to determine whether finalizing is necessary.
The necessary procedure for this is also described in the readme file.
15.2.5.15 Migration > Prepare (Options menu)

When you update the BATCH project to a new software version of SIMATIC BATCH (for
example, a service pack), it may be necessary to adapt the project data to the requirements
of the new software version in BatchCC.
SIMATIC BATCH V9.0

In such situations, you will need to use the menu command Migration > Prepare before
installing the new software version and after installing preparatory data of the new software
version.
Please see the readme file for the new SW version to determine whether preparation is
necessary. The necessary procedure for this is also described in the readme file.
15.2.6 View menu
15.2.6.1 Toolbar (View menu)

This function toggles the display of the symbol bar on (check mark) and off.
commonly required functions of the menu bar. In the status bar, you can see more detailed
information about the function. Click on the icon to trigger the function. Icons that cannot be
selected are displayed in gray.
You can tell which function is stored for the specific icon by placing the cursor on an icon (do
not click). A small field will be displayed with the designation.
Note
The icons can only be activated with a mouse or trackball.
15.2.6.2 Control bar (View menu)

This function toggles the display of the control bar on (check mark) and off. The control bar is
located below the menu bar.
It contains buttons with which you can control the running of a batch:
● Start: Start: Starts a released selected batch
● Pause after step: Holds a batch at the end of active steps
● Hold Holds a batch and active steps
● Resume: Resumes a held batch
● Stop: Stops a batch
● Cancel: Cancels a batch
and symbols for optimizing the screen layout in the graphic representation of the recipe of the
batch:
● Zoom in: maximizes in fixed levels
● Zoom out: minimizes in fixed levels
● Normal size: Switches to normal representation
● Area used: Fit the recipe representation to the display area
Clicking the button triggers the function. Buttons that cannot be selected are displayed in gray.
SIMATIC BATCH V9.0

You can see which function is triggered by a button in the toolbar by positioning the mouse
pointer on the button (without clicking). A box appears with the name of the button.
Note
You can only activate buttons using a mouse or trackball.
15.2.6.3 Shortcuts (View menu)

With this function, you open the "Shortcuts" window. The window is shown in the right window
area in the BatchCC. It can then be positioned by the user. The shortcut window is used to
store objects as favorites.
Shortcut window (Page 280)
15.2.6.4 Full view Control recipe (View menu)

Use this function to open the "Overview for control recipe" dialog. The window is shown in the
right window area in the BatchCC. It can then be positioned by the user. The overview for
control recipes is used for orientation and navigation in bulky recipe structures.
Overview of the control recipes (Page 385)
15.2.6.5 Output (View menu)

This function toggles the display of the output window for BATCH messages on (check mark)
or off.
When the BatchCC is opened on a PC where the redundant BATCH server is running, the
output window for BATCH messages is not displayed.
Output window for messages (Page 277)
15.2.6.6 Extended batch information (View menu)

With this function, you enable (check mark) or disable the "Extended batch information"
window.
Extended batch information (Page 278)
SIMATIC BATCH V9.0

15.2.6.7 Project: (View menu)

The project window displays all the available objects such as libraries, master recipes and
orders of a BATCH project in a tree structure. With this function, you can turn the project window
on or off.
Editing window with BATCH objects (Page 283)
15.2.6.8 Update tree view (View menu)

With this function, you update all the objects in the tree view in the project window.
15.2.7 Options > Import... menu
15.2.7.1 Import - Select Objects
Introduction
The name of the previously selected import file is shown in the "Import file" field. The list below
it shows the objects included in the previously selected type (master recipes, libraries, formula
categories).
Note
If you have selected the wrong import file, select the correct import file for the selected type
using the "..." browse button or by entering the name of the file.
If you have inadvertently selected the wrong type for the import file, you need to cancel the
Import Assistant and start the import again by selecting the menu command Options >
Import ....
All Batch objects contained in the import file are displayed when the file is selected. You can
now select the objects to be imported from those displayed.
Note
You can select multiple objects. When several lines are marked, you can select or deselect
the check boxes using the space bar. You can also use the shortcut menu to make the selection.
Requirement: The specified or selected file must be exported from the BATCH Control Center
with the menu command Options > Export. Only export files from the current or an older
SIMATIC BATCH version are supported.
Result: The entries are always checked for discrepancies before the dialog is closed. For
example, does the currently open batch process cell already contain a saved recipe with the
same name? If so, this will be indicated by a red exclamation point in the recipe row and the
SIMATIC BATCH V9.0

dialog cannot be exited with the "Next" button. In this case, specify a new recipe name or
exclude the recipe from the import by removing the check mark. Then press "Next".
Recipe/Library/Formula Category
This column contains the objects to be imported, for example, master recipes. The check box
indicates whether the element is to be imported or not.
Status displays:
Symbol Meaning
There is a conflict that must be resolved.
Data are imported under a new name.
Data are replaced by data from the target process cell.
Data are imported unchanged.
Data have been deselected for the import.
New name
A new name for the object to be imported can be specified here. Only this name then appears
following the import. If the name is already in use in the target process cell and you do not
wish to use the object in the target process cell, you should rename the object at this point.
Otherwise, you cannot continue the import process.
Select the element to be imported and click "Rename" in the shortcut menu to change the
name. A dialog then opens for entering the required change.
Note
Information regarding the status of the object is specified here.
Next
Goes to the next page. If the data on the current page are incomplete, a warning appears and
the element creating the problem is marked on the list.
15.2.7.2 Import - Assign Objects
Introduction
In this dialog, you make the assignment between the recipe elements: libraries, formula
categories, materials or roles
● The process cell data of the import file are listed on the left.
● The process cell data of the open Batch process cell (target process cell) is listed on the
right.
SIMATIC BATCH V9.0

The import status of the individual elements are displayed as follows:

● A box with a check indicates that the element should be imported.
● An empty box indicates that the element should not be imported. If you do not import an
element, the imported recipe/library/formula category is not valid.
Make assignments:
● The Import Assistant checks if specific elements are already in the target process cell. If
any are, the Import Assistant suggests using these elements instead of the original
elements by automatically creating an assignment.
● If you want to change/create an assignment, mark the line with the element for which you
want to make an assignment and double-click on the corresponding element right in the
window listing those elements that are still available for assignment. You can optionally use
the left arrow instead of double-clicking.
● If you do not want to use an assignment, you can remove it using the appropriate command
from the context menu or the right arrow.
Result: The system checks if all elements with a check mark are unique. If an element is not
unique, import it with a new name/version/code or replace the affected element by the element
in the target process cell if it matches.
Libraries/formula categories/materials/roles
The objects to be imported (libraries, for example) are displayed in this column. The check box
indicates if the element should be imported. If you do not import an element, the imported
recipe/library/formula category is not valid.
Status displays:
Icon Meaning
Data will be imported under a new name.
Data will be replaced by data from the target process cell.
Data will be imported unchanged.
New name
When available, a new name for the object to be imported can be specified here. Only this
name then appears following the import. If the name is already in use in the target process cell
and you do not wish to use (no assignment) the object in the target process cell, you should
rename the object at this point. Otherwise the import process cannot be further executed.
Double-click on the line or use the appropriate command from the context menu to change the
name. A dialog opens in which you can enter the required change.
Assigned
This displays the assigned element.
SIMATIC BATCH V9.0

Note:
This is where information on the status of the object is specified.
Used library, formula category, material, roles

The name of the selected object is shown in the left list.
Replace with
This lists the objects in the open Batch process cell.
Back
Goes to the previous page. The previously configured data (assignments) are maintained.
Next
Goes to the next page. If the data on the current page have not been completely processed
an error message will be output and the element with a problem will be marked in the list.
15.2.7.3 Import - Process cell Update
Introduction
In this dialog, the process cell data of the import file is listed in a tree structure in the "Process
cell from import file" column on the left. The assigned elements of the open batch process cell
are listed in the "Current process cell" column. To the left of each element in the tree structure
is a check box with the following meaning:
● White background:: No element from the open batch process cell could be allocated.
● Check mark on a white background: The element and all lower-level elements must be
arranged according to the elements that will be imported.
Note
The assignment is made by matching names.
● Check mark on a gray background: The element could be assigned but at least one lower-
level element has no assignment.
All allocated list elements are specified in the "Current process cell" column. In the "Edited"
column any entry that you change will be marked with an "x". In the "Used element" window
the element from the import file will be displayed that is currently being edited.
Note
Check the assignment made in the left list and correct it if necessary.
SIMATIC BATCH V9.0

Comparison if there are differences between source and target process cell
Because objects are not imported in the batch process cell, but rather replaced, direct
activation of a check box by clicking in the left column is not possible here. The check box is
selected automatically if an object from the right column is selected for replacement.
Replace with
The "Available elements" window shows the unassigned elements of the open process cell
matching the element selected in the left window. By double-clicking an element in this list,
you assign the element to element selected in the tree. All underlying elements are also
assigned. Any existing assignment is automatically deleted by this action.
Deleting assignments
If you click the check box in the tree, the assignment is removed.
Back
Goes to the previous page. The previously configured data (allocations) remain intact.
Next
Goes to the next page. If the data on the current page are incomplete, a warning appears and
the element creating the problem is marked on the left.
15.2.7.4 Import - Assign Parameters
Introduction
Additional assignments must be made for formula categories and libraries. When a formula
category is replaced, for example, information must be provided as to how the interconnected
parameters must be replaced.
The library or formula category assignments are listed in the drop-down list of "affected
assignments". You need to define how the corresponding parameters are to be interconnected
for each of these assignments. The Import Assistant makes the assignments as much as
possible by comparing names.
Check and correct these as necessary. If you cannot make an assignment, remove the check
mark in the check box of the respective row. If you exclude one or more elements, the imported
recipe/library/formula category is not valid.
● The parameters of the elements from the import file are listed on the left.
● On the right are the parameters that can be entered in the currently selected line in the left
list.
SIMATIC BATCH V9.0

The status of the assignments found are displayed as follows:

● A box with a check indicates that the element should be imported.
● Empty boxes mean that the element will not be imported. If you do not import an element,
the imported recipe, library is not valid.
Making assignments
● The Import Assistant checks if specific elements are already in the target process cell. If
any are, the Import Assistant suggests using these elements by automatically creating an
assignment.
● If you wish to change/create an assignment, mark the line with the element for which you
want to make an assignment and double-click on the corresponding element right in the
window listing those elements that are not yet assigned. Alternatively you can also activate
the left arrow instead of double click.
● If you do not want to use an allocation you can ether remove it via the shortcut menu or
remove it with the right arrow.
Result
The system checks if all elements with a check mark have an assignment. If they do not, correct
this and press "Next" again.
Parameters
This column contains the objects to be imported (e.g., parameters). The check box indicates
whether you want to import the element. If you do not import a parameter, the imported recipe
or library will become invalid.
Status displays
Symbol Meaning
Data are imported under a new name.
Data are replaced by data from the target process cell.
Data are imported unchanged.
Assigned
The assigned element is displayed here.
Note
This is where information on the status of the object is specified.
SIMATIC BATCH V9.0

Used parameter
This displays the name of the selected object.
Replace with
This lists objects in the open Batch process cell that are not yet assigned. The only parameters
shown are those that match the parameters selected in the left list. This is exactly the case
when the original parameters' data type and unit of measure match after they are replaced
(performed in the process cell synchronization) by the data type and unit of measure of the
available parameters.
Back
Goes to the previous page. The previously configured data (allocations) remain intact.
Next
Goes to the next page. If editing of the data on the current page is not complete, an error
message is output and the problematic element is marked in the list.
15.2.7.5 Import - overview
Introduction
All allocations that you have made are listed again in this dialog box. Please check the listing
and then start the import process.
Note
Copy the previously marked text via the clipboard to a document of the "Wordpad" application
to document the allocation information formatted for the import.
Back
Goes to the previous page. Previously configured data (allocations) can thus be corrected.
Finish
This button triggers the import.
SIMATIC BATCH V9.0

15.2.7.6 Import - recipes (BatchML)
Introduction
Plausibility checks are performed by the system for BatchML import. This plausibility checks
only relates to the BatchML file and the data contained therein. No plausibility check of the
recipe is performed as it is in the recipe editor or BatchCC.
This dialog displays messages for the BatchML import of the message class Error, Warning
and Information.
"Import file" area

The path and name of the BatchML import file are displayed.
"Filter messages" area

Select the check box of a message class to display the associated message in the "More
Information" area.
"Export Messages" button

This allows you to export all reports to a CSV file.
These messages cannot be displayed after the import. Exporting to a file is the only way to
keep these messages.
"Back" button
Goes to the previous page.
"Next" button.
Goes to the next page.
You need to correct reported errors, otherwise the dialog cannot continue.
If warnings are reported or information provided, decide whether to continue the dialog.
We recommend in any case you view the messages of "Warning" class to be informed about
changes possibly performed or omissions in the recipe to be created.
"Cancel" button
The dialog closes.
SIMATIC BATCH V9.0

15.2.8 Control bar
15.2.8.1 Zoom in
Phase
In the BATCH Recipe Editor and in batch control, you can use this function to adapt the display
of the recipe by increasing the size of the active work window by one level. The command can
be repeated until the maximum size is reached.
"Zoom" tab (Settings) (Page 755)
15.2.8.2 Zoom out
Function
In the BATCH Recipe Editor and in batch control, you can use this function to adapt the display
of the recipe by decreasing the size of the active work window by one level. The command
can be repeated until the minimum size is reached.
15.2.8.3 Resetting the zoom factor
Function
In the BATCH Recipe Editor and during batch control, you can use this function to adapt the
display of the recipe in each active work window to a medium zoom level (normal size). This
zoom level displays as much as possible with still legible text and differs depending on the
resolution of your monitor.
SIMATIC BATCH V9.0

15.2.8.4 Optimal zoom factor
Function
In the BATCH Recipe Editor and in batch control in the BatchCC, you can use this function to
adapt the display of the recipe to the area being used in the work window.
15.2.8.5 Close substructure
Function
With this function, you can close a substructure in the BATCH Recipe Editor and display the
parent structure in the same window.
15.2.9 Window menu
15.2.9.1 Update (Window menu)

Updates the content in the detailed view. You open the detailed view of the BATCH process
cell objects "Libraries", "Master recipes", "Formulas", "Orders" and "Materials" with the
"Details" command in the shortcut menu of each of these objects.
15.2.10 Functionality of the viewer for archived batches
15.2.10.1 Open and display archive file (mainly XML)

Use this command to open a search dialog in which you can navigate to an archive file. The
default archive file format is XML files (*.xml). In the "Open" dialog, navigate to the required
archive file and click "Open". The control recipe of the archived batch is then displayed.
15.2.10.2 Open and display archive from PH

Use this command to open a search dialog to select archived batches that were saved on a
PH archive server (Process Historian) and then display them in the viewer. Make sure that a
connection test has been successfully conducted in the project settings, "Process value
archive" folder, with the "Test" button.
SIMATIC BATCH V9.0

15.2.10.3 Dialog "Find batches"
Introduction
In this dialog you filter in archives for batches archived on a PH. You select individual search
criteria to define which batches are displayed for selection. Then select the required batch and
display it in the batch viewer for archived batches.
Requirements
● The batch concerned must have been closed and archived on the PH.
● The batch concerned must have been transferred from the archive storage location
(ArchivDir) to the database. Only then will you be able to use the search dialog to find the
batch concerned in an archive on the PH and display it in the batch viewer.
● The WinCC project on the PH must be in process mode (runtime).
Areas of the dialog

The dialog is divided into four areas. You enter your search criteria in three of these areas; the
search result is then displayed in the fourth area.
● Time range: Batch search by specifying a time range. Only when the start and end time of
a batch is within the specified time range will the batch concerned be found.
● Batch: Batch search by specifying a batch name and/or a batch ID.
● General search criteria: Batch search based on general criteria such as project, process
cell, etc. Note that only criteria from the drop-down list can be selected for the "Project" and
"Process cell" selection boxes. Customized inputs with wildcards are possible for all other
criteria.
● Search result display: Displays the batches matching your search criteria in the form of a
table.
Search criteria and wildcards

The following wildcards can be entered:
● ? Wildcard for any one character.
● * Wildcard for any number of characters.
You can only use wildcards at the beginning and the end of the search criterion. Example:
*abc? Search by batch names containing any number of characters before the letters abc and
any one character at the end.
Selecting a batch
To view a batch, select the row containing the batch concerned in the result display and click
"OK". Double-click the batch concerned to view it. You can only view one batch at a time in
the result display. The selected batch is then displayed in the batch viewer for archived batches.
SIMATIC BATCH V9.0

15.3 RE menu commands
Buttons and displays in the dialog
Button/Display Meaning
Display field Shows the number of batches found and displayed in the result table.
Reset Resets all the filter criteria you entered to the default values.
Filtering If you click the button, the search for batches that match your specified filter
criteria starts.
OK Displays a previously selected batch in a recipe view in the viewer for archived
batches. Double-clicking the batch concerned also displays the batch in the
viewer.
Cancel Closes the dialog without saving your settings.
Help Opens the help for this dialog.
15.2.10.4 Toolbar (View menu)

This function toggles the display of the toolbar on (check mark) and off.
commonly required functions of the menu bar. In the status bar, you can see more detailed
information about the function. Click on the icon to trigger the function. Icons that cannot be
selected are displayed in gray.
not click). A small field will be displayed with the designation.
Note
15.2.10.5 Control recipe in the viewer for archived batches

This is the control recipe for the batch you brought into view.
15.3.1 Recipe menu
15.3.1.1 New > Hierarchical recipe (Recipe menu)
Function
Use this function to create a new hierarchical recipe (Page 516) in the BATCH Recipe Editor.
A new recipe window will open. By inserting this step the first column will be created according
to a recipe unit of a unit.
SIMATIC BATCH V9.0

15.3.1.2 New > Flat recipe (Recipe menu)
Function
Use this function to create a new flat recipe (Page 514) in the BATCH Recipe Editor. A new
recipe window will open that contains a base structure with start and end icon, in which
substructures can be inserted.
15.3.1.3 New > Library element: Recipe operation (Recipe menu)
Function
Use this function to create a new recipe operation as a library object in the BATCH Recipe
Editor for subsequent use in a hierarchical recipe. A new recipe window will open that contains
a base structure with start and end icon.
15.3.1.4 New > Library element: Substructure (Recipe menu)
Function
Use this function to create a new substructure as library object in the BATCH Recipe Editor
for subsequent use in a flat recipe. A new recipe window will open that contains a base structure
with start and end icon.
15.3.1.5 Open... (Recipe menu)
Function
In the BATCH Recipe Editor, this function opens an existing recipe. A list box opens in which
you can select the recipe to be edited in the tree with the levels process cell and recipes.
15.3.1.6 Open library object... (Recipe menu)
Function
Use this function to open a library operation in the BATCH Recipe Editor that already exists
in the library. A selection window will open where you can select the recipe that will be
processed in the tree structure with the levels process unit, and unit class.
SIMATIC BATCH V9.0

15.3.1.7 Close (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to close the recipe or the library
operations created for the library in the active recipe window.
15.3.1.8 Save (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to save the recipe or a library operation
in the active recipe window.
15.3.1.9 Save as... (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to save an existing recipe or an existing
library element displayed in the active recipe window under a new name or new version in the
database.
15.3.1.10 Save graphic ... (Recipe menu)
Function
This feature allows you to save the recipe graphic displayed in the active window of the BATCH
recipe editor as file on your hard disk. The default file name is that of the open master recipe.
The storage location is ..\Documents and Settings\All Users\Application Data\Siemens
\Automation\Logfiles\Batch. The file name and location can be freely selected. The various
image formats are predefined.
15.3.1.11 Header parameters... (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to open a dialog box in which the
properties of the recipe in the active window are displayed and can be edited.
SIMATIC BATCH V9.0

15.3.1.12 Check validity (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to check the consistency and
completeness of the recipe in the active window.
Validate recipe (Page 994)
15.3.1.13 Release for testing (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to release the recipe in the active recipe
window for testing.
Release recipe for testing (Page 1003)
15.3.1.14 Release for production (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to release the recipe in the active recipe
window for production, in other words, for the creation of batches.
Release recipe for production (Page 1003)
15.3.1.15 Revoke Release (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to revoke the release of the recipe in
the active recipe window.
SIMATIC BATCH V9.0

Revoke recipe release (Page 1005)
15.3.1.16 Print... (Recipe menu)
Function
Use this function to printout the graphic of the recipe in the BATCH Recipe Editor
Function
Use this function to display data in the same way that they will be printed.
Note
Editing is not possible in the print preview!
15.3.1.18 Print preview graphic (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to display the graphic of the recipe in
the active recipe window as it will be printed.
Note
You cannot edit in the graphic print preview.
Print... (Recipe menu) (Page 1042)
Print graphic (Recipe menu) (Page 1042)
15.3.1.19 Print graphic (Recipe menu)
Function
In the BATCH Recipe Editor, you can use this function to print the graphic of the recipe in the
active recipe window. To do this, the "Print" dialog box opens in which you can specify the
printer, the print range and number of copies to be printed.
SIMATIC BATCH V9.0

If necessary, the graphic is distributed over several pages.
Print preview graphic (Recipe menu) (Page 1042)
15.3.1.20 Last recipes edited (recipe menu)
Function
Lists the last recipes edited. Use this function to quickly reopen recipes in the BATCH Recipe
Editor.
15.3.1.21 Last edited libraries (Recipe menu)
Function
Lists the last edited libraries. Use this function to quickly reopen library elements in the BATCH
Recipe Editor.
15.3.1.22 Dialog "Save as" (BATCH Recipe Editor)
Function
To save an existing recipe or a library element, for example as a template, you can enter a
new name and a version number.
With the "New folder" button, you can first create a new folder for the object. This button is
only active if an element that supports creation of folders has been selected in the tree.
System property
Depending on which parameters, name, and version you are using the "Save as" function with,
a different behavior results:
● If an existing object with a changed name is saved, the change log of the new object is
recreated and is empty.
● If an existing object with the same name but with a different version is saved, the existing
change log is retained along with its entries.
15.3.1.23 Difference - release for testing or release for production

Separate check routines can be integrated in the validation for release of a recipe. Appropriate
check routines can be processed based on the differentiation - release for testing, or release
for production. Thus for example only water can be approved as product for the recipe that
has been released for testing.
SIMATIC BATCH V9.0

15.3.2 Edit menu
15.3.2.1 Undo (Edit menu)
Function
Use this function to undo the last action. You can execute this function multiple times and thus
undo all changes made since the last open or the last save.
Redo (Edit menu) (Page 1044)
15.3.2.2 Redo (Edit menu)
Function
Use this function to restore the last undone action. Thus you can redo all commands that have
been undone, if you have not made any changes since then.
Undo (Edit menu) (Page 1044)
15.3.2.3 Copy (Edit menu)

This function cannot be executed for this selected object.
15.3.2.4 Delete (Edit menu)
Function
In the BATCH Recipe Editor, this command is used in a recipe to delete selected objects
(structure elements).
Cut (Edit menu) (Page 1052)
Paste (Edit menu) (Page 1053)
Copy (Edit menu) (Page 1052)
SIMATIC BATCH V9.0

15.3.2.5 Go to > Next error (Edit menu)
Function
In the Batch Recipe Editor, you use this function to display the next object with an error
(structure element and select it in the recipe. You can use this function to go to all points at
which an error was detected in the validation.
This assumes that you have already run the validation function.
Go to > To previous error (Edit menu) (Page 1045)
Check validity (Recipe menu) (Page 1041)
15.3.2.6 Go to > Previous error (Edit menu)
Function
In the Batch Recipe Editor, you use this function to display the previous object with an error
(structure element and select it in the recipe. You can use this function to go to all points at
which an error was detected in the validation.
Go to > Next error (Edit menu) (Page 1045)
Validate (Recipe menu) (Page 1041)
15.3.2.7 Properties (Edit menu)
Function
In the BATCH Recipe Editor, you can use this function to open a dialog for the object selected
in the recipe (recipe header, recipe phase, transition) where you can view object information
or edit the object.
Note
If you require help on the dialog box, click the "Help" button or press the F1 button while you
are in the dialog box.
SIMATIC BATCH V9.0

15.3.2.8 Open object (Edit menu)
Function
Use this function in the BATCH Recipe Editor and in BATCH Control Center to open a new
window for the substructure selected in the recipe. This window will display the content of the
substructure. The parent window (for example a recipe window) remains open.
15.3.2.9 Text... (Edit menu)
Phase
In the BATCH Recipe Editor, you can use this function to open a dialog box, into which you
can enter a text for the selected object (structure element) in the recipe.
Note
The text of the comment is displayed beside the objects if you activate the object comments
with the menu command View > Display labeling.
15.3.2.10 Dissolve substructure (Edit menu)
Function
With this function you resolve a substructure (e.g. a library operation) in the BATCH recipe
editor and embed it in the recipe. Click on the desired object beforehand.
Resolving a substructure means that the underlying recipe structure is inserted instead of the
substructure.
15.3.2.11 Hide in substructure (Edit menu)
Function
Use this function in the Recipe Editor to form a substructure of single recipe elements within
a flat recipe. Select the desired object beforehand.
● Selection with the lasso
To open a lasso, drag the mouse while holding down the left mouse button. All the elements
completely enclosed in the lasso frame are selected when you release the mouse button.
● Adding to your selection
Hold down the Ctrl key while clicking on an element with the mouse. The element you have
clicked is selected without deselecting previously selected elements.
SIMATIC BATCH V9.0

Note
When hiding target target interconnections the parameter name of the target interconnection
is automatically renamed.
In a flat recipe set up a target interconnection between header and function parameters; the
parameter name remains unchanged and thus remains unique. If you hide the function within
a substructure, the parameter name of the target interconnection is overwritten by the original
name of the variable.
15.3.2.12 Select (Edit menu)
Function
Using this function in the BATCH Recipe Editor, you can change the Edit mode to the Select
mode. There are two ways of selecting an object (structure element) in the recipe:
● Click the required object to select it
● Drag a lasso around the required object to select it.
15.3.3 View menu
15.3.3.1 Fit automatically (View menu)
Function
In the BATCH Recipe Editor and in batch control, this function adapts the display of a recipe
in the active work window automatically to the window size (checked) if you change the size
of the area being used.
15.3.3.2 Select zoom area (View menu)
Function
Use this function in the BATCH Recipe Editor and for batch control to adjust the zoom factor
of the display in the active work window to the selected area.
SIMATIC BATCH V9.0

15.3.3.3 Toolbars > Standard (View menu)
Function
This function hides or shows the toolbar (check mark).
The standard toolbar is located below the menu bar. It contains a number of icons with
frequently required menu bar functions. Detailed information about this is displayed in the
status bar. Click on the icon to trigger the function. Icons that cannot be selected are displayed
in gray. If no object has been opened in the recipe editor, only icons that can be used are
displayed in the toolbar.
not click). A small box will then be displayed with the designation.
Note
15.3.3.4 Toolbars > Insert (View menu)
Function
In the BATCH Recipe Editor and Batch control, you can use this function to toggle the display
of the toolbar for zooming recipes (check mark).
15.3.3.5 Status bar (View menu)
Function
This function toggles the display of the status bar on (check mark) and off. The status bar is
displayed horizontally at the lower edge of the window. The following information can be
included:
● Time
● Logged-on user
● Server status
● Info text for commands from the toolbars
Layout of the main window
SIMATIC BATCH V9.0

15.3.4 Options menu
15.3.4.1 Always in Foreground (Options menu)
Function
Use this command to always display the recipe editor on top, regardless of whether other
software applications are open or will be opened on the PC.
15.3.4.2 Display all errors (Options menu)
Function
In the BATCH Recipe Editor, you can use this function to display the errors of all objects
(structure elements) in the recipe structure following validation.
Display errors (Page 1049)
Clear error indicators (Page 1049)
15.3.4.3 Display errors (Options menu)
Function
In the BATCH Recipe Editor, you can use this function to display the errors of the selected
object (structure element) in the recipe structure following validation.
Display all errors (Page 1049)
Clear error indicators (Page 1049)
15.3.4.4 Clear error indicators (Options menu)
Function
Use this function in the BATCH Recipe Editor to remove the colored highlighting of defective
objects (structure elements) in the recipe structure, after a validity check.
SIMATIC BATCH V9.0

15.4 BCC and RE
Display errors (Page 1049)
Display all errors (Page 1049)
15.3.5 Window menu
15.3.5.1 New window (Window menu)
Function
Opens an additional view for the current window.
15.4 BCC and RE
15.4.1 Connection status to the BATCH Control Server

The status of the BATCH Control Server is shown on the right of the status bar. The connection
to the BATCH control server can assume the following statuses:
Symbol in the status bar Redundant configuration Non-redundant configuration

Both master and standby BATCH The BATCH Control Server is
Control Servers are available. available.
The master server in a redundant con‐ -
figuration is available. Its standby
server is not available.
A redundancy switchover cannot take
place in this status.
Neither of the two redundant BATCH The BATCH Control Server is
control servers is available. not available. The BATCH Con‐
The BATCH Control Center is not trol Center is not ready to use.
ready to use.
In some situations, a progress bar is also displayed for processes that require longer.
SIMATIC BATCH V9.0

15.4 BCC and RE
15.4.2 Logged-on user

On the right of the status bar, you can see a user icon, the user name of the user currently
logged on and the current system time.
Figure 15-9 User icon in BCC and RE
15.4.3 Print preview

You are in the print preview window. In the print preview, depending on the selected object
(batch, master recipe, formula, library) in the BatchCC or Recipe Editor, the corresponding
print data is prepared in the form of printable pages. The control bar at the top edge of the
preview window contains functions for viewing, printing, and further processing of documents.
Note
The print preview window can be opened simultaneously a maximum of two times per BatchCC
instance.
Control bar
The control bar offers you the following functions:
Symbol/button Meaning
First page Navigates to the first page of the document.
Go back one page Goes back one page in the document.
Current page Shows the page number of the page currently displayed in the
print preview window.
Total number of pages Shows the total number of pages in the document.
Next page Goes to the next page of the document.
Last page Navigates to the last page of the document.
Back Function currently not available.
Hold Interrupts the print data preparation process.
Window size, window width Selection of the size in which the document should be displayed
within the print preview window.
Print Prints all pages of the document on the connected printer.
Update Updates the print data in the print preview window.
Export If you click on this button, a dialog opens in which you save the
displayed document as a PDF file. Enter the file name and stor‐
age location and click Save.
15.4.4 Exit
This function closes all open windows and exits the application.
SIMATIC BATCH V9.0

15.5 BCC and RE Edit menu
15.5.1 Cut (Edit menu)
Function
In the BATCH Recipe Editor, this command is used in a recipe to delete selected objects
(structure elements) and place them on the clipboard. The objects can then be pasted at
another location. The objects remain in the clipboard until further objects are cut or copied.
Note
You can only cut if you have selected only one object or if the selected objects are adjacent
to or above each other.
Delete (Edit menu) (Page 1044)
Undo (Edit menu) (Page 1044)
15.5.2 Copy (Edit menu)
Function
In the BATCH Recipe Editor, this command is used in a recipe to copy selected objects
(structure elements) and place them on the clipboard. The objects can then be pasted at
another location. The objects remain in the clipboard until further objects are cut or copied.
Note
You can copy if you have selected only one object or if the selected objects are adjacent to or
above each other.
Note
When copying from transitions into another recipe operation (ROP), references in this ROP to
non-existent parameters are cancelled and have to be re-parameterized.
SIMATIC BATCH V9.0


15.5.3 Insert (Edit menu)
Function
In the BATCH Recipe Editor, you can use this function to paste the content of the clipboard at
the cursor position in the recipe if there are objects (structure elements) in it.
Note
After executing this command, make sure that you click with the mouse on the target position
between two objects so that the content of the clipboard can be inserted there.
The following cannot be pasted:
● Parts of a hierarchical recipe into a flat recipe and vice versa
● Parts of a recipe phase into a recipe operation
Passed Parameters (Defer Relations)

When you insert recipe elements with passed (deferred) parameters, all parameters receive
the displayed value. No new defer relations are created. Defer relations within a copy are
retained. Transition references from the local RUP are interconnected where possible with
existing RUPs with the same unit class.
15.5.4 Select all (Edit menu)
Function
In the BATCH Recipe Editor and the BATCH control, you can use this function to select all
objects (structure elements) in the recipe.
In BatchCC, you can use this function to select all objects in the detailed lists.
SIMATIC BATCH V9.0

15.5.5 "Find" dialog
Find recipe elements

You can use the "Find" dialog to locate specific elements in recipes, batch, or libraries. You
can use the search function in BatchCC, in the BATCH Recipe Editor, and in the BATCH OS
controls. The hit locations are shown in a table. If you double-click a table object, the
corresponding recipe opens in the editor and the hit location is highlighted in color. The search
result can be saved as a text file.
You can search for the following elements, for example:
● Text
● Data such as data type, control strategy type, unit, library reference, category, or material
● Structures such as cross-references, source and target interconnections, jumps,
monitoring, command steps, operator instructions, and synchronization
● Materials
● Status and extended status
● Recipe unit procedures, recipe steps and transitions
● Parameters
When a single master recipe is open in the Recipe Editor, you can also search for the process
cell reference object.
The search for these elements can be used in recipe steps, transitions, container objects (RUP/
ROP/SUB) in the recipe header or libraries.
The dialog is accessed via the menu command "Find" in the "Edit" menu, or via the
corresponding menu command from the shortcut menu. When the master recipe/library is
selected or open, you can also use the keyboard shortcut "Ctrl+F". You can search
simultaneously in multiple objects with multiple selection in a detail view.
SIMATIC BATCH V9.0

Figure 15-10 "Find" dialog
Dialog description
The dialog is divided into various sections.
In the upper section, "Find what", you can specify your search. You search for text, data types,
and structures. Other fields are offered depending on your selection. For a text search, enter
a keyword in the text box and click "Start". All printable characters, including text sections, can
be used as search terms in any length. Wildcards cannot be used. The text search only finds
elements that you can select or enter during the creation of recipes. For example, no comments
on blocks or units from PCS 7 engineering are included in the search. Parameter names are
searched. Additional criteria are available for the "Data types" and "Structures" selection,
allowing you to fine tune your search.
If you not only want to search these selected recipes / library elements, but also the library
elements referenced by them, select the check box and restart the search.
SIMATIC BATCH V9.0

Note
The "Search" dialog is also used when searching for process cell references.
"Properties of master recipe" dialog, "Allocations" tab, "References ..." button.
The dialog that was opened does not include the "Search library elements" check box.
Process cell references are always searched for in the library elements in these dialogs.
The hits are displayed in the dialog. Hits in library elements cannot be opened at this point.
The search results are presented in tabular form in the middle section. There are filters
available for each column, allowing you to filter or sort the search results based on your
requirements. You use wildcards here.
The text found according to the criterion is displayed in the lower section.
Dynamic searching
If objects are open in the recipe editor, the search starts immediately when criteria are entered
or changed in the selection boxes. If you have selected objects in a detail view or in the
navigation tree, the search begins after clicking the "Start" button.
Displaying the hit location

When you click on a hit location displayed in the table, the corresponding recipe object is
opened and highlighted in the BATCH Recipe Editor. The search dialog remains open and you
can edit the opened master recipe, as long as the corresponding master recipe has not been
released. In this state, the displayed hit locations in the search dialog are always based on the
criteria with which the search was opened or started.
Examples
Question: In which objects does the "Liter" unit occur? Find what: Data types > Unit > l.
Question: Which elements contain parameters in the form of cross-interconnections? Find
what: Structures > Cross-interconnections.
Question: Which objects contain the jump recipe reference? Find what: Structures > Jumps.
Question: Is the element with ID 2:14 in a recipe? Find what: Structures: ContID:TermID > 2:14.
Start button
Starts the search.
Save button
Opens a dialog in which you can save your search results as a text file to any location on your
hard disk.
SIMATIC BATCH V9.0

15.6 BCC and RE Options menu
Close button
Closes the dialog.
Help button
This opens the online help.
15.6 BCC and RE Options menu
15.6.1 Important system messages (Options menu)

Opens the window for "Important system messages".
If the SIMATIC BATCH system detects situations such as too little hard disk space, these
important system messages are displayed automatically in BatchCC, in the BATCH recipe
editor and in the BATCH OS Control Monitor.
You need to acknowledge these system messages (critical messages) so that they are not
displayed again. If there are system messages pending before you start the application, the
window with the messages will be displayed immediately when you start the application or
when you connect to a BATCH server.
If you close the window, it can be displayed again at any time.
Application Icon Opening the window with important system messages

BatchCC / BATCH rec‐ - Options > Important system messages menu
ipe editor
BATCH OS Control Mouse click on the symbol in the toolbar.
Master
See also
Control: SIMATIC BATCH OS Monitor (Page 639)
15.6.2 Settings > User settings (Options menu)
Function
Use this function to open the dialog "User Settings for ..."
The dialog contains tabs in which you can make custom user settings. All user-specific settings
for the currently logged-in user will be displayed. All settings that you make here will be saved
user-specifically in a database and will again be available to this user the next time he logs
into SIMATIC BATCH.
The "Format" tab is displayed when the dialog is opened.
SIMATIC BATCH V9.0

15.7 BCC and RE View menu
"Format" tab (Settings) (Page 753)
"Dimensions" tab (settings) (Page 754)
"Zoom" tab (settings) (Page 755)
"Language" tab (settings) (Page 756)
User-specific session information (Page 266)
15.6.3 Settings > Project settings (Options menu)
Function
Use this function to open the "Project settings for ..." dialog.
The dialog contains tabs in which you adapt settings to the project. Project settings may be
modified by users who have permission to "Change project settings". The project settings apply
for all users who work with this project.
The "General" tab is displayed when the dialog is opened.
Additional tabs in this dialog

"General" tab (Page 857)
"Colors" tab (Page 764)
"Font" tab (Page 755)
"Archive" tab (Page 775)
"Versioning" tab (Page 765)
"Used plugin modules" tab (Page 766)
"Electronic signatures" tab (Page 769)
15.7 BCC and RE View menu
15.7.1 Display labelling (View menu)
Function
Use this function in the BATCH Recipe Editor and for batch control to switch the object labeling
on (check mark) or off.
SIMATIC BATCH V9.0

15.8 BCC and RE Window menu
15.7.2 Pinning recipe/batch headers (View menu)
Function
This function allows you to fix the position of the recipe or batch headers in your recipe view.
You can thus prevent the recipe/batch headers from disappearing from view when navigating
to the end of long recipes. This makes it easier to read and arrange recipe phases for a RUP.
15.8 BCC and RE Window menu
15.8.1 Cascade (Window menu)
Function
Arranges the open windows so that they overlap and the header of the specific windows
remains visible. Click the title bar of a specific window to move it to the foreground.
15.8.2 Horizontal (Window menu)
Function
Arranges all open windows one under the other so that all windows are visible and do not
overlap.
15.8.3 Vertically (Window menu)
Function
Arranges all open windows next to each other so that all windows are visible and do not overlap.
15.8.4 Arrange icons (Window menu)
Function
Arranges the icons of all windows that have been reduced to icon size on the lower border of
the work area.
SIMATIC BATCH V9.0

15.9 BCC and RE Help menu
15.8.5 Close all (Window menu)
Function
Closes all open windows.
15.8.6 Window management (Window menu)

Opens the Windows "Window" operating system dialog. The functions available in the dialog
allow you to adapt and to save individual open objects as windows in the main window of the
Batch CC. The following functions are available after you select the open windows in the main
window:
● Windows in cascades
● Minimize window
● Close window
● Window horizontal
● Window vertical
15.9 BCC and RE Help menu
15.9.1 Introduction (Help menu)
Function
Opens the help window for SIMATIC BATCH and displays the help topic "Introduction". This
topic provides a brief overview of the essential features of the application.
15.9.2 Getting started (Help menu)
Function
Calls a help topic that provides an overview of the tasks that you can execute with SIMATIC
BATCH. The step-by-step instructions ensure that you have an easy time getting started with
using the SIMATIC BATCH application.
SIMATIC BATCH V9.0

15.10 Shortcut menu commands
15.9.3 Using help (Help menu)
Function
Offers information about use of the online help. You may find this information useful if you have
never before worked with software products on a Windows platform.
15.9.4 Help topics (Help menu)
Function
Opens the help window for SIMATIC BATCH and displays the list of help topics you can select.
Using help (Page 1061)
15.9.5 Info (Help menu)

This dialog box provides you with information about the installed version of the application and
about the copyright.
15.10.1 Start step

With this command, you start a recipe unit procedure (RUP) or a recipe procedure element
(RPE). The "Start step" shortcut menu command is possible in the following statuses of the
recipe procedure elements or recipe unit procedures:
● In the idle status. The element is started.
● In the statuses completed, aborted and stopped, the RPE is first reset by the system, in
other words the step changes to idle and the step is then started automatically. You will
find more detailed information in the section "Manual jump (Page 434)".
● In the "Continue" (Continuous) status, the recipe step is first completed by the system, then
reset and finally started.
SIMATIC BATCH V9.0

15.10.2 Pause step (after step)

Pause after batch step/transition has the effect that currently active lower-level recipe phases
run to their end and the control recipe does not continue. The "Pause after step" identifier
appears at the upper right of the step symbol for the recipe phase that has completed.
:DLWLQJ
VHF
1
Note:
With non-self-terminating steps the step remains in the "Ready to complete" state.
+HDW
For an active transition the command "Hold after step" works the same way as the command
"Hold immediately".
15.10.3 Hold step (immediately)

In batch control, you can stop the selected step object (entire recipe, unit recipe, individual
step, individual transition) immediately.
When you select individual steps/transitions, the processing of the steps is continued in
simultaneous branches or on other units.
The function for the active step is stopped immediately on the programmable controller.
SIMATIC BATCH V9.0

15.10.4 Resume step

In batch control, you can resume the held and selected step objects (entire recipe, unit recipe,
individual step, individual transition).
15.10.5 Complete step

With this command, you terminate the selected recipe step(s).
15.10.6 Stop step
Overview
With the “Stop step” command, you stop a recipe step or a RUP/ROP before its planned end.
● Stop recipe step
The recipe step is stopped regardless of whether the recipe step is running in continuous
operation or not.
The command executes only after a prompt for confirmation.
Note
You cannot continue a stopped recipe step.
● Stop RUP/ROP
A RUP/ROP is stopped before the planned end analogous to a batch.
You will find information on how to stop a batch before the planned end in the section "Stop
(Control menu) (Page 1014)“.
SIMATIC BATCH V9.0

15.10.7 Abort step
Overview
With the “Abort step” command, you can abort a recipe step or a RUP/ROP before its planned
end.
● Abort recipe step
The recipe step is aborted regardless of whether the recipe step is running in continuous
operation or not.
The command executes only after a prompt for confirmation.
Note
You cannot continue an aborted recipe step.
● Abort RUP/ROP
A RUP/ROP is aborted before the planned end analogous to a batch.
You will find information on how to abort a batch before the planned end in the section
"Abort (Control menu) (Page 1011)“.
15.10.8 Abort step (emergency)

Use this function to abort an active or held selected batch step even when there is no AS
connection.
This function is only active and visible when the user currently logged on has a role with super
user status.
Note: The "super user" status has nothing to do with the name of the role. The role must have
super user status, which is indicated by a yellow outline around the icon.
Note
An aborted step cannot be resumed.
The sequence in this part of the recipe remains where it is until the start of the sequencer, e.g.
with the following transition.
SIMATIC BATCH V9.0

15.10.9 Unlock step

With this function, you can unlock a batch element (RUP, ROP, RPH) that needs to be activated
in the batch control if the synchronization between SIMATIC BATCH and SIMATIC IT using
MES_SYNC_REQUEST is not working, for example because the SIMATIC IT connection is
down.
Additional status identifier (Page 448)
Configuring synchronization with SIMATIC IT (Page 596)
15.10.10 Reset step

You can reset and then restart an aborted step object (entire recipe, unit recipe, recipe step /
transition) with the "Start" command.
15.10.11 Set breakpoint

During batch control, you can set breakpoints in the open control recipe for each control recipe
element. If execution of the recipe reaches a recipe element with a breakpoint, only the run
marker is set and the recipe element is neither occupied nor activated.
15.10.12 Remove breakpoint

Removes a set breakpoint in the open control recipe for a control recipe element. The control
recipe element must have been selected beforehand.
15.10.13 Comment on batch element

During batch control, you can enter comments for an individual batch element–during or after
batch execution–without having to hold the batch.
15.10.14 Comment on messages
Function
Opens a dialog for the entry of comments on the existing messages of batch control (system
messages, process messages, error messages).
SIMATIC BATCH V9.0

Requirement
If no Process Historian is configured in a multiproject, the shortcut menu command can be
executed.
15.10.15 Sign
You can use this function in Batch control for a signature prompt in the "SIMATIC BATCH:
Sign" dialog box to enter a signature.
Signing conditions and status changes (Page 392)
15.10.16 Select unit

During batch control, you have the option of selecting a new unit, for example, after aborting
a unit with this command. This function can only be used for recipe elements that can be
configured with an allocation strategy.
15.10.17 Release unit

During batch control, you have the option of aborting the units involved. This function can be
used on the elements RP, RUP, ROP, RPH and Transition that have a unique assignment to
a unit allocated by SIMATIC BATCH.
In a flat recipe, this command is used to abort all recipe phases allocated to this unit before
the unit is aborted.
Removes a set breakpoint in the open control recipe for a control recipe element. The control
recipe element must have been selected beforehand.
15.10.18 Reset unit

During batch control, you have the option of resetting the affected unit. This function can be
used on the elements RP, RUP, ROP, RPH and Transition that have a unique assignment to
a unit used by SIMATIC BATCH.
This command caused all recipe phases in a flat recipe used in this unit to be reset before the
unit is reset.
SIMATIC BATCH V9.0

15.10.19 Open overview
Function
This function opens an overview window of the SFC visualization. Double-click in the window
to display the content. The overview window is not closed automatically not even when
BatchCC is closed. If you open the overview window again in another BatchCC, the overview
window can be displayed twice.
If the "Always display in faceplate" check box is enabled in the SFC topology settings in the
WinCC Explorer, the SFC visualization is always displayed with the SFC overview window and
SFC detail window.
Requirements
● The corresponding recipe phase must be configured as an SFC type in PCS 7 Engineering.
● The PCS 7 OS Client add-on must also be installed on the PC in addition to an installation
of the BATCH Client.
15.10.20 Open pane
Function
This function opens a detail window of the SFC visualization. The detail window is not closed
automatically not even when BatchCC is closed. If you open the detail window again in another
BatchCC, the detail window can be displayed twice.
If the "Always display in faceplate" check box is enabled in the SFC topology settings in the
WinCC Explorer, the SFC visualization is always displayed with the SFC overview window and
SFC detail window.
Requirements
● The corresponding recipe phase must be configured as an SFC type in PCS 7 Engineering.
● The PCS 7 OS Client add-on must also be installed on the PC in addition to an installation
of the BATCH Client.
15.10.21 Control recipe: Batch

This is the control recipe for the batch you brought into view.
15.10.22 Number of queued jobs

Displays the number of queued jobs. Completed jobs with regard to the total number of jobs.
SIMATIC BATCH V9.0

15.11 Transition wizard
15.10.23 Current job being processed

Displays the job that is currently being processed.
15.10.24 Cancel queued jobs

Use this command to cancel processing of queued jobs.
15.11.1 "General" transition condition (1/5) dialog box
Selecting a variable type

On the left, select the type of variable for operand 1; on the right, select the type of variable
for operand 2. The two operands are logically linked by a relational operator. The following
operands are available for selection:
● Parameter from the next higher recipe level
● Process tag: Process value from the automation process
● Constants: Constant value. Linear/quadratic quantity scaling is possible.
● Equation: Arithmetic calculation of setpoints
● RPE status: Status of the recipe procedure element (RP, RUP,ROP,RPH)
Note
Only practical combinations are allowed.
SIMATIC BATCH V9.0

Next:
After selecting the type of variable, the "Next" button brings you to the corresponding
configuration dialog for the configured variable type of operand 1. You then move on to select
the operator and then to the configuration of operand 2. The final page of the wizard show you
the resulting configured condition.
Finish
"Finish" closes the dialog.
15.11.2 "Operand 1/2" parameter (2/5) dialog box

You can enter the operand to achieve the desired condition. Select the desired parameter from
those offered in the list.
Pressing the "Next" button brings you to the "Operator" dialog box.
15.11.3 "Operand1/2" dialog box process tag (2/5)

This is where you enter the operand to achieve the desired condition. Select the desired
measured value from those offered in the list.
Click on "Next" to go to the "Operator" dialog box.
15.11.4 "Operand 1/2" recipe element (2/5) dialog box
Selecting a recipe element

This is where you enter the operand (RPE or transition) to achieve the desired condition. Select
the object whose status you want to monitor from the list of those available in the current recipe.
SIMATIC BATCH V9.0

Selecting an attribute
Select one of the two following attributes:
Attribute Description
Status ISA88 status. Example: Running, held, resuming, completed, completing.
Ext. status Expanded status The following expanded states are available for selection as Op‐
erand2 in a dialog of the Transition Wizard:
● Allocation error
● Error
● Breakpoint
● Manual operation
● Start lock
● Time expired
Click "Next" to go to the next dialog box.
Using expanded status

You can now also use the expanded status of recipe elements in transitions as a condition for
recipe step enabling in addition to the ISA88 status of recipe elements.
You can now determine if, for example, the ROP monitoring time has been exceeded. This
information is contained in the "Time expired" expanded status of the ROP. When expanded
status is enabled in a transition condition you can, for example, set a trigger in a monitoring
structure.
You can also query the various expanded states within a transition for a recipe element in
several conditions. In contrast to this, you can only query one state in a recipe element with
the "Status" attribute.
15.11.5 "Operator" (3/5) dialog box
Dialog 3/5: Select operator for the condition

This dialog page shows the configuration of the condition completed up to this point and permits
entry of the relational operator. In the middle field select the operator that specifies the logic
operation condition of the two operands and therefore defines the condition.
Dialog 5/5: Overview of your transition condition

This page is display once again with the specified information upon completion of the
configuration. You can complete the entry with the "Finish" button. The completed condition
is entered as a result in the "Condition" tab.
SIMATIC BATCH V9.0

15.11.6 "Equation editor" (4/5) dialog box

In this dialog box, you can configure arithmetic expressions in transitions and recipe
parameters of recipe unit procedures (RUPs), recipe operations (ROPs) and recipe phases
(RPHs) in order to calculate setpoints from parameters of the next highest recipe level and
constants.
Permitted operators and addresses

Four basic types of logic (+;-;/;*) are offered for selection as operators. Only floating-point
numbers and integers are available as operands. Parameters from the next highest recipe
level and constants are offered for selection. The neighboring parameters are also available
in recipe procedure elements (RUP, ROP and RPH).
Procedure
1. In the "Enter operation" area, click on the buttons of the desired operator. The "Equation"
field displays "[...] Operation [...]".
2. If you want to expand the equation, select one of the operands [...] in the equation and then
click on the required operation symbol. The selected operand is then expanded by the new
expression.
The rules of arithmetic are adhered to, where necessary the brackets are added
automatically.
3. Click on one of the operands [...] in the "Equation" box. This enables the two boxes "Select
parameter" and "Enter constant" for selecting or entering. Remember the following
representation when selecting parameters
– Parameters from higher recipe levels have the name of the higher recipe level as a
prefix, for example, ROPx::parameter
– "Neighboring" process parameters of this recipe procedure element do not have a prefix.
– The prefix is omitted in transitions.
4. From the drop-down list, select the desired parameter or enter a constant and click "Apply".
The term [...] is replaced by the selected parameter or constant.
5. Repeat step 3 for all operands.
7. If you wish to discard your entries, click "Delete". The equation is removed.
Result
The setpoint is calculated by the arithmetic operation.
SIMATIC BATCH V9.0

15.12 Help function for object cannot be executed
15.11.7 "Operand 2" (4/5) dialog box

This is where you enter the operand to achieve the desired condition. The following constant
entries are possible depending on the data type of operand 1:
● Floating point value and optional scaling routine (linear, quadratic)
● Enumeration type: Text selection from list
● Unit, also successor/predecessor from basic engineering as option
The value marked in the left window is always taken.
Click on "Next" to go to the "Operator" dialog box.
15.11.8 "Select operand" dialog box

On the left you can select the type of variable for operand 1; on the right the type of variable
for operand 2:
● Parameter from the next highest recipe level
● Process tag: Process value from the automation process
● RPE status: Status of the recipe procedure element
● Constants: Constant value with optional linear or quadratic quantity scaling
● Equation: Arithmetic calculation of setpoints
"Next" button.
After selecting the operand type, the "Next" button brings you to the selection window for the
parameters for this operand type (one each for operand 1 and operand 2) known in SIMATIC
BATCH.
15.12.1 Updating the process cell

15.12.2 Check validity (Edit menu)

SIMATIC BATCH V9.0

15.12.3 Archive (Edit menu)

15.12.4 Revoke release (Edit menu)

15.12.5 Unlocking
15.12.6 Details (Edit menu)

15.12.7 Print (Edit menu)

15.12.8 Print preview (Edit menu)

15.12.9 Properties (Edit menu)

15.12.10 Export (Edit menu)

15.12.11 Find (Edit menu)

SIMATIC BATCH V9.0

15.12.12 Copy the object (Edit menu)

15.12.13 Delete (Edit menu)

15.12.14 New (Edit menu)

15.12.15 Open (Edit menu)

15.12.16 Renaming
SIMATIC BATCH V9.0

Glossary
Allocation
A type of coordination control that allocates a resource to a batch or a unit.
Alternative branch
Structure element of a recipe with which an OR branch or an OR divergence is achieved. An
alternative branch consists of at least two vertically arranged branches joined at top and bottom
by a single horizontal line. With alternative branches, you can adapt the execution of the recipe
to states in the process. The conditions in the top transitions of the sequences decide which
sequence is executed.
Automation system
A programmable controller (PLC) consisting of a central rack, a CPU and various input/output
modules.
Abbreviation: AS
Basic control
Basic control means the configuration of the automation system. This must be done separately
from the recipe control strategy. As tools, you have the CFC or SFC editor available.
Batch
● Material that is being produced or that has been produced by a single execution of a batch
process.
● An "imaginary" object representing the procedure for producing material at any point within
the process.
Note: Batch means both the material created by and during the process as well as the unit
that represents the manufacturing procedure for this material. Batch is used as an abstract
contraction of the words "the production of a batch".
Batch control
Allows online monitoring and control and execution of the control recipe.
BATCH Control Center (BatchCC, BCC)

The Batch Control Center is a component of SIMATIC BATCH and provides you with a graphic
user interface for monitoring and controlling batch processes. The BATCH Control Center
manages all the data relevant to SIMATIC BATCH.
SIMATIC BATCH V9.0

Glossary
BATCH control server

The BATCH control server is a component of SIMATIC BATCH. The BATCH Control server
handles communication with the process and controls and monitors execution of the current
batches.
The BATCH control server does not have its own user interface. The BATCH control server is
started on the runtime PC.
Batch planning list

A list of batches to be produced in a specific process cell. This contains information about
when and in which order batches representing the required quantity of a product will be
produced and which equipment will be used.
Batch process
A discontinuous process in which a required product is manufactured in a chronological
sequence of production tasks involving one or more batches according to a set of rules (recipe).
BATCH Recipe Editor (RE)

The BATCH Recipe Editor is a component of SIMATIC BATCH and provides you with a graphic
user interface for creating and modifying master recipes and library operations. Recipe creation
is based on the BATCH objects from the batch process cell configuration in the engineering
system of SIMATIC PCS 7, for example, units and equipment phases.
Batch report
A selection of data relating to one or more batches. A batch report documents the production
of a batch and contains selected recipe data, process data and events.
BATCH reports
BATCH reports are SIMATIC BATCH components which ensure documentation of recipes and
batch data. The batch report contains all the information required for the reproducibility of the
batch process, quality assurance and the fulfillment of legal requirements.
BatchCC
See BATCH Control Center (BatchCC).
CFC
Continuous Function Chart (CFC): Programming language for convenient description of
continuous processes by graphic interconnection of complex functions.
SIMATIC BATCH V9.0

Glossary
Control module
The lowest level of the grouping of equipment in the physical model that can implement basic
control.
Control recipe
A type of recipe which, through its execution, defines the manufacture of a single batch of a
specific product.
The control recipe is a copy of a particular version of the master recipe that is then modified
as necessary with information for planning and execution making it specific to a single batch.
Control strategy
Different equipment phases that are mutually exclusive in terms of simultaneous operation
belonging to the same equipment module are known as the control strategies of this equipment
module, for example,
Equipment module: Ventilation in level 1 for control strategy 1, ventilation in level 2 for control
strategy 2
Control strategy 1: Pressure overlay
Control strategy 2: Rinsing
Determinism (algorithm)
A deterministic algorithm is an algorithm in which only defined and reproducible statuses occur.
In other words, an instruction in the algorithm is always followed by the same instruction
assuming the same conditions. At any point in time, the next processing step of the algorithm
is uniquely specified. This means that all interim results within the algorithm are always the
same.
Device
See Equipment module.
Engineering station
PC station on which the process control system is adapted to the task in hand using the
engineering system (ES).
Engineering system
Configuration system (ES) PC-based with which the process control system can be adapted
visually to the task in hand.
Equipment
Collective term for: process sells, units, equipment modules and control modules.
SIMATIC BATCH V9.0

Glossary
Equipment module
A functional grouping of equipment that can execute a limited number of specific smaller
processing activities.
Equipment phase
The smallest element of a procedural control that can execute a process-oriented task.
Formula
Material and production data: components of the recipe, which contains the following recipe
information:
● Process inputs (resources for manufacture of products)
● Process outputs (expected results)
● Process parameters (global recipe parameters)
Formula category
A formula category can be assigned a class of formulas with the same raw material and
production data structure. The only differences between the formulas of a formula category
are the concrete parameter values.
The formula category contains the parameters that can be controlled by the operator during
batch planning with SIMATIC BATCH using the formula. These parameters are included in the
formula category with their data type and unit of measure.
General recipe
Recipe type describing processing requirements independent of equipment and location.
Hierarchy folder
The hierarchy folder is used to achieve hierarchical structuring of a process cell (of a project).
It can contain further hierarchy folders or objects such as CFC/SFC charts, pictures, reports
and additional documentation.
Hold immediately
The batch (control recipe execution) is held and all active steps are also held.
Input material
Raw material or other resource required to manufacture a product.
The name and quantity of a raw material or other resource required to manufacture a product.
SIMATIC BATCH V9.0

Glossary
Input material
Raw material or other resource required to manufacture a product.
The name and quantity of a raw material or other resource required to manufacture a product.
Library operation
You can use libraries to store recipe elements created with the BATCH Recipe Editor that you
require often in the recipes of the process cell. Only recipe operations (ROPs) can be stored
as recipe elements. Recipe operations that are managed in libraries are known as library
operations.
Library reference
A library operation is not linked directly into a recipe unit procedure (RUP) but uses a library
reference. The library operation cannot be modified within the master recipe; the library
operation must always be opened explicitly in the BATCH Recipe Editor.
Loop
Structure element of a recipe consisting of a sequence with at least one recipe step and one
return branch with a transition.
Master recipe
Recipe level that takes into account the capabilities of the equipment and contains information
specific to the process cell. A master recipe is an indispensable recipe level without which
control recipes cannot be created or batches produced.
Master recipes can contain material and production parameters as normalized, calculated, or
fixed values. A master recipe can be derived from a general or site recipe from the enterprise
level (refer to the standard IEC 61512-1: 1997.
NTLM
NT LAN Manager is an authentication method for computer networks
Operation
A procedural element that controls an independent processing activity consisting of the
required algorithms for triggering, organizing and controlling phases.
Operator
see Operator.
The operator is the user of this software coordinates the batch during runtime.
SIMATIC BATCH V9.0

Glossary
Operator
see Operator.
The operator is the user of this software coordinates the batch during runtime.
Operator dialog
Input and display option for an operator instruction:
● Without acknowledgment
Example: Entry of analysis process values.
● With acknowledgment
Example "manual dosing": The operator is instructed which material and how much to add.
The operator then enters the actual values that have been added and confirms the input
(acknowledgment).
Operator instruction
The operator instruction allows instructions to be displayed to the operator during execution
of a recipe. A distinction is made between the display of pure instructions (NOP step) and an
instruction that allows operator input (operator dialog). The operator may also be required to
acknowledge the instruction.
Operator station
OCM: (operator control and monitoring) station
Abbreviation: OS, PCS 7 OS
OSC (online structure changes)

Changes to recipe structures in planned, released and started batches are known as online
structure changes. With online structure changes, you are able to refine your master recipes
in test mode and adjust them perfectly to your processes.
Output material
The name and amount of material or energy expected as the result of executing a recipe.
A material (product, by-product, or waste product) expected as the result of executing a recipe.
Output material
The name and amount of material or energy expected as the result of executing a recipe.
A material (product, by-product, or waste product) expected as the result of executing a recipe.
SIMATIC BATCH V9.0

Glossary
Pause after step

A batch (control recipe execution) is paused, all active steps continue until they are completed,
no new steps are started. In contrast to the "Hold immediately" command, this command simply
prevents the control recipe from passing control to the next step.
Plant hierarchy
The plant hierarchy consists of hierarchy folders that in turn can contain further hierarchy
folders, such as CFC/SFC charts, pictures, reports and additional documentation. It represents
the functional structured hierarchy of the process cell regardless of the assignment of
programmable controllers or operator control and monitoring systems. This is displayed in the
Plant view of the SIMATIC Manager.
Procedural control
A control that controls equipment-oriented actions in an ordered fashion to allow execution of
a process-oriented task.
Procedure
The strategy according to which a process is executed. This can refer to the production of a
batch or to a non-production process, such as a cleaning operation.
Procedure element
A block for procedural control defined by the model of the procedural control.
Process
A sequence of chemical, physical, or biological activities for the conversion, transportation, or
Defined in DIN 28004: A sequence of chemical, physical, or biological activities for the
conversion, transport, or storage of material or energy.
In everyday language a process is a method of achieving a target. In industry a process is
used along with chemical, physical and biological knowledge and methods to obtain, produce,
convert or eliminate materials. Example: Synthesis of ammoniac according to Haber and
Bosch.
Process
A sequence of chemical, physical, or biological activities for the conversion, transportation, or
Defined in DIN 28004: A sequence of chemical, physical, or biological activities for the
conversion, transport, or storage of material or energy.
In everyday language a process is a method of achieving a target. In industry a process is
used along with chemical, physical and biological knowledge and methods to obtain, produce,
SIMATIC BATCH V9.0

Glossary
convert or eliminate materials. Example: Synthesis of ammoniac according to Haber and

Bosch.
Process cell
A logical grouping of facilities/devices that includes the equipment for creating one or more
batches. The process cell determines the spectrum of logical control options for a set of process
equipment within a process cell complex.
Within the plant hierarchy, the process cell is the highest level. This is followed by units and
equipment modules.
Process cell complex

A process cell complex consists of several equal-ranked or interacting industrial processes
with corresponding auxiliaries (according to DIN 28004). This is part of a factory with batch
production that is defined by physical, geographical or logical boundaries within the factory.
Process operation
A larger processing activity that usually involves a chemical or physical conversion of the
material being processed and that is specified without taking into account the target equipment
configuration to be used.
Process parameters
Information required to manufacture a material that does not fall into the category of input
material or output material. Typical information in the process parameters includes
temperature, pressure and time.
Process stage
A part of a process that normally executes independent of other process stages and results
in a planned sequence of chemical and physical conversions of the material being processed.
Process step
Smaller processing activities that are combined to form a process operation.
Processing block
The equipment phase/operation in SIMATIC BATCH consists of the BATCH interface block
(CFC) and the processing block (usually SFC).
Production order
A production order contains information on the product, quantity, required quality and deadline.
SIMATIC BATCH V9.0

Glossary
Production request
Contains the specified production order data to produce a certain quantity of a product with a
certain required quality at a certain time.
Project
A container for all objects of an automation solution regardless of the number of stations,
modules and how they are networked.
Recipe
The required amount of information necessary to define the production requirements for a
specific product. A recipe is a set of rules and information required to define how a product is
manufactured. There are the following recipes: general recipe, site recipe, master recipe and
control recipe.
In SIMATIC BATCH, the following recipe types are used:
● Master recipe
● Control recipe
Recipe control strategy

In a recipe control strategy, the sequence of production steps for making a product can vary
from one batch to the next.
The essential aspect of a genuine recipe control strategy is that new recipes can be specified
and executed ...
● by the chemist or process technician (not a programmer or control system specialist)
● using a user interface adapted to his/her needs (not using the programming/configuration
user interface of the control system)
● without interventions in the software structure of the control system (in other words, without
the risk of changing interlocks or validated structures)
● during operation (without reloading/restarting) of the control system
... specify and execute new production processes (= recipes). Such changes, nevertheless,
mean changes in the sequences of the process steps and not simply changes to parameter
values.
Recipe header
Information on the purpose, the source and the version of the recipe, for example recipe and
product identification, author and output date.
Recipe operation
An operation that is part of a recipe procedure in a master or control recipe. Depending on the
recipe type, this becomes the master recipe operation or the control recipe operation.
SIMATIC BATCH V9.0

Glossary
Abbreviation: ROP
Recipe phase
A phase that is part of a recipe procedure in a master or control recipe. Depending on the
recipe type, this becomes the master phase or the control phase.
Abbreviation: RPH
Recipe procedure
The part of a recipe that describes the strategy for producing a batch.
Abbreviation: RP
Recipe unit procedure

A unit procedure that is part of a recipe procedure in a master or control recipe.
Abbreviation: RUP
Reference quantity
The reference scale is the reference quantity for quantity scaling. All quantity-dependent values
in the recipe relate to this quantity.
The quantity scaling factor results therefore from the ratio: specific quantity to reference scale.
Resources
Resources are units (including transport and cleaning equipment), input materials, products
etc. and even personnel.
Scaling function
concrete quantity for the batch, the parameters are corrected using the selected scaling
function. There are two standard scaling routines available:
● Linear: The value is multiplied by the quotient batch quantity/reference quantity.
● Quadratic: The value is multiplied by the quotient quantity/reference quantity.
Sequential control
Control in which device-oriented actions are controlled in an ordered fashion to allow a process-
oriented task to be performed.
SIMATIC BATCH V9.0

Glossary
SFC
Sequential Function Chart (SFC): A graphic representation of a sequential program consisting
of interconnected steps, actions and specific links with step enabling conditions.
SFC is a suitable method of representation (description of the processing sequence) of the
entire procedural rules with sequential and parallel steps providing clarity in the process
controls.
Simultaneous branch
Structure element of a recipe that implements an AND branch or an AND divergence. A
simultaneous branch consists of at least two horizontally arranged sequences joined at top
and bottom by double lines. A simultaneous branch results in the simultaneous execution of
more than one sequence. This allows processes to be executed at the same time.
Site recipe
A site-specific recipe type. Site recipes can be derived from general recipes taking into account
regional constraints such as language or available materials.
Step
A step is the smallest functional unit of an SFC chart. The smallest structural unit in a recipe
is known as a recipe step.
Structure element
Structure elements of a recipe consist of an arrangement of basic elements. The following are
examples: "simultaneous branch", "alternative branch" and "loop".
SUIR
Software update in run (software update during operation)
Synchronization line
The synchronization lines coordinate the execution of recipe sequences in the units or of the
recipe operations (ROPs) between the units.
Synchronization point
At each synchronization point, it is possible to decide whether the execution of the recipe
sequence should be held.
Transition
A transition contains conditions that must be satisfied so that the controller can move on from
one state to the next or pass control from one step to the next.
SIMATIC BATCH V9.0

Glossary
Unit
A grouping of related control modules and/or equipment modules and their equipment in which
one or more larger processing activities can be performed.
Only one batch is ever processed at any one time in a unit. Units generally operate independent
of each other. Examples of larger units include caustic soda, carbene addition, extraction,
distillation.
Unit class
Each unit can be assigned to a unit class in the plant hierarchy.
In the BATCH Recipe Editor, the candidates that can be selected as the unit and the possible
associated phases (EOP/EPH) is restricted to a unit class. The great advantage of this is that
when you convert the master recipe to the control recipe, the actual unit allocation is always
successful since the master recipe contains only the permitted unit candidates.
Unit of measure
The unit of measure is a dimension or quantity with a specific value. Examples of units of
measure: 1 m, 1 kg, 1 €.
Unit procedure
A strategy for executing a related process within a unit. It consists of a sequence of operations
and the required algorithms for triggering, organizing and controlling these operations.
Unit recipe
A part of a (control) recipe that uniquely specifies the sequence of production requirements
for a unit. The unit recipe contains the unit procedure and the corresponding material and
production parameters, recipe header, requirements of the equipment and other information.
WinCC
WinCC is a neutral Windows-based system for solving visualization and process control tasks
in production and process automation.
WinCC provides function modules designed for industry for graphic representation,
messaging, archiving and logging. With its powerful process interface, fast picture updating
and secure data archiving, it ensures high availability.
SIMATIC BATCH V9.0

Index
"General" tab (transition properties), 854
"General" tab Plug-in details, 838
"Generate quality" dialog, 838
"Import objects from file" dialog, 837
, 425
"Individual permissions" tab, 869
"Information" dialog box, 867
"Input material" tab (Procedure/Step/Formula/Batch
" properties), 788
"Add comment" dialog box, 836 "OS objects" tab, 975
"Advanced" tab (plug-in details), 847 "Output material" tab (Procedure/Step/Formula/
"Allocation list" tab (library reference properties), 864 Batch properties), 807
"Allocation" tab (RUP properties), 786 "Parameters" tab, 803
"Allocations" tab (library operation properties), 814 "Permissions" tab (user/group properties), 869
"Allocations" tab (Recipe procedure/Batch "Permissions" tab (User/group properties), 866
properties), 801, 846, 1069 "PH" archiving method, 487
"Backup/Restore" dialog, 830 "Plug-in details" dialog, 838
"Batch measured values" tab (Settings), 846 "Process cells" tab, 977
"Batch messages" tab (Settings), 845 "Product" tab (Recipe procedure properties), 817
"Batch process cell" object, 898 "Project languages" tab, 976
"Batches" tab, 843 "Quality" tab (Material), 826
"Change log" tab, 828 "Recipe" dialog box, 793
"CommunicationChannel" property, 603 "Select operand" dialog box, 1072
"Computers and units" tab, 846 "Select the material" dialog box, 848
"Condition" tab (Recipe procedure/Batch "Subcondition" tab, 864
properties), 798 "Super user" role, 869
"Condition" tab (transition properties), 860 "Synchronization" tab, 847
"Copy formula" dialog box, 836 "System characteristics" tab, 976
"Create batches" dialog box, 835 "Transfer parameter" tab, 811
"Define roles" dialog box, 872 "Zoom" tab (Settings), 755
"Dependent elements" tab (Properties of …), 791
"Distribution" tab, 974
"Emergency_Operator" role, 302 @
"Equation editor" dialog box, 1071
@ASB_Mem, 890, 979
"Font" tab (Settings), 755
"Format" tab, 753
"General" (Materials) tab, 827
"General" tab, 815, 857
A
"General" tab (creating an order), 844 Abbreviations, 744
"General" tab (Formula property), 819 Abort, 1066
"General" tab (Instruction properties), 840 Abort (emergency), 1012
"General" tab (jump properties), 854 Abort batch
"General" tab (library operation), 813 Control menu, 1011
"General" tab (New order category), 838 Abort batch (emergency) (Control menu), 1012
"General" tab (Order category property), 838 Abort batch (except conti.)
"General" tab (Properties of a batch), 824 Control menu, 1011
"General" tab (ROP properties), 852 Abort batch steps/transition, 1066
"General" tab (ROP sequence properties), 853 Abort step
"General" tab (RPH properties), 849, 851 Abort, 1064
"General" tab (RUP properties), 856 Abort step (emergency), 1064
SIMATIC BATCH V9.0

Index
Aborting a batch when no AS connection is Arranging windows, 262, 279

available, 455 AS-based, 890
Accept recipe structure change, 1017 AS-based mode, 42, 53, 979
Accept structure change, 1017 AS-oriented, 254
Access protection, 192 Assign default permissions, 871
Access to help with key commands, 750 Assigning, 149
Acknowledge, 548 Assigning a formula category to a recipe
Acknowledgment of operator commands, 436 procedure, 311
Activation status, 859 Assigning batches to a production order, 365
Active applications (Options menu), 1024 Assigning materials, 653
Active batches, 773 Assigning the "Process cell", "Unit" or "Equipment
Actual quantity, 616, 643, 824 phase" object type, 149
Actual quantity", 839 Assigning values, 832
Adapting the editing window, 509 Assignment of the unit EPH, 537, 538
Adding a batch, 821 Assignments, 832
Adding batches to a production order, 368 Attributes, 344
Additional symbols, 387 Automatic, 821, 844
AF parameters, 966 Automatic backup, 782, 783
Alarm_8P block, 204 Automatic backup file, 782
Alignment, 753 Automatic hot restart, 65
Allocation, 591 Automatically delete archived batches, 771
Allocation command, 442 Automation function (Insert menu), 547
Allocation status, 442, 446 Automation License Manager, 85
Allocation strategy, 591 AutoReleaseBatchVisible, 686
AllocationsListColumnFilterVisible, 681 Available functions, 227
AllocationsListColumnOrderAndVisibility, 680
AllocationsListColumnResizeEnabled, 680
AllocationsListColumnWidth, 680 B
Allowing setpoint change, 771
Backup, 336, 489, 703, 782, 830
ALM, 85
Backup (Options menu), 1021
Alternative branch, 529
Backup file, 782
Alternative branch (Insert menu), 560
Basic automation, 131
Always on the top, 1024
Basic principles
Always on top, 1049
Calculating performance, 70
API, 474, 475
Basic status, 443
API interface, 54
Basic structure of the recipe procedure, 120
Application Programming Interface, 475
Basics of configuration, 135
Applications, 239
Batch, 116, 405
Archive display, 491
Cancel, 1015
Archive formats, 499
Lock, 1014
Archive server, 781
Release, 1013
Archives, 775
Batch behavior, 475
Archiving, 75, 775
BATCH block library, 32
Archiving automatically, 772
BATCH CDV, 37
Archiving method, 486
BATCH client, 883
Archiving recipes and batches, 481
BATCH clients
Area-oriented WinCC messages, 761
Max. number, 54
Arrange
BATCH configuration dialog, 64, 201
Cascading (Window menu), 1059
Batch Control Center, 38
Horizontally (Window menu), 1059
Batch Control Center (BatchCC), 38
Vertically (Window menu), 1059
BATCH Control Server, 36
Arrange icons (Window menu), 1059
Tasks, 36
SIMATIC BATCH V9.0

Index
Batch data Batch types in the multiproject, 960

Managing, 334 Batch types in the project, 963
Batch data management, 37 Batch types in the project of a multiproject, 902
BATCH database, 703 BATCH types in the project of a multiproject, 962
BATCH database full, 1057 BatchCC, 38, 751
Batch errors, 457 Functions, 699
Batch execution, 363 BatchCount, 685
Batch hierarchy folder, 142 BatchCountEnabled, 685
Batch information, 278 BatchDescription, 687
Batch instances, 190, 988 BatchDescriptionVisible, 687
BATCH interface block, 164, 462 Batches, 771, 821, 844
BATCH interface blocks, 158, 163 Processing order, 396
BATCH Launch Coordinator, 35, 703, 756 Batches per order, 762
Batch lists BatchID, 675
Sort, 656 BatchML, 336
Batch name, 774 BatchName, 674
Batch objects (Insert menu), 881 BatchNamePattern, 686
Batch orders, 289 BatchNamePatternVisible, 687
BATCH OS template, 606 BatchSize, 685
Batch planning list, 1018 BatchSizeEnabled, 685
Batch process cell, 147, 190, 614, 989 BDM (CDV), 37
Process cell configuration, 68 Behavior in runtime, 56
Rename, 978 Block
BATCH process cell data, 64 On the AS, 203
BATCH project, 257, 612 Block charts in the PH, 142
BATCH Recipe Editor, 40 Block execution, 158
BATCH release, 968 Block I/Os, 156, 164
BATCH release folder, 703 Block library, 155
Batch report, 37, 494, 496 Block name, 157
Batch reports, 490 Blocking, 522, 848
Batch result list, 1018 Blocks, 152
Batch runtime, 399 Breakpoint > Remove, 1065, 1066
BATCH Runtime, 257 Breakpoint > Set, 1065, 1066
Batch scheduling mode, 600 BrowseOrderAndOrderCatVisible, 684
BATCH server, 64, 882, 883 BrowseRecipeOrFormulaVisible, 684
compressing data, 1024 Buffer memory, 66
BATCH Server, 137
BATCH server and BATCH client, 135
Batch share, 50 C
BATCH share, 703
Calling the help functions, 260
Batch status, 38, 257
Cancel, 1015
BATCH status, 257
Canceling a batch, 389, 428
Batch status list, 1019
Canceling the signature process, 770
Batch step, 443
Candidates, 829
Batch symbols, 386
CET/MEZ, 497
Batch terminology, 115
CFC chart, 140
Batch types, 190, 224, 900, 986
Chaining, 363, 647, 648
Batch types in a library or under a project, 884
Chaining batches, 1019
Batch types in project removed for editing selection,
Chaining of batches, 373, 397
master characteristic, 955
Change log, 479, 794
Batch types in project removed for editing selection,
Change server language, 257
slave characteristic, 956
Change user, 298
SIMATIC BATCH V9.0

Index
Change WinCC project type, 189 Compare with, 876

Changing Individual permissions, 299 Comparison, 340
Changing parameter values, 584 Comparison result, 341, 345
Changing setpoints, 463 Compatibility, 44
Changing the archiving method, 490 Compatible
Changing the language, 260 Security settings, 78
Changing the unit allocation, 465 Compile and download process cell data, 201
Channel, 603 Compile OS, 188
Characteristics of SIMATIC BATCH, 44 Compiling batch instances, 959
Characters, 98 Complete, 1063
Chart reference data, 140 Components, 80
Charts, 142 Computers and units, 300
Check validity, 865, 866 Concurrent compile and download, 220
Check/convert ES data, 973 Conditions, 181, 539, 799
Checking the plausibility of recipes, 597 Conditions for a comparison, 344
Checking the validity of formulas, 331 Configuration of the redundant BATCH server, 60
Checking the validity of recipes, 329, 331 Configuration of the transition condition, 721
Chevron, 655 Configuration options for a PC/PG, 51
Clear error indicators (Options menu), 1049 Configure roles, 872
Clearing up, 187 Configure synchronization lines, 570
Clearing up block types, 187 Configuring
Client / server architecture, 51 Security settings, 78
Close, 1013 Configuring and commissioning, 54
Close (Recipe menu), 1040 Configuring control strategies, 208
Close all (Window menu), 1060 Configuring SIMATIC PC stations, 137
Close batch (Control menu), 1013 Configuring the BATCH clients, 138
CMPE, 241 Configuring the BATCH server, 137
Code area, 210 Configuring transfer of archive data from WinCC
Color coding, 644 archives, 184
Color information, 644 Configuring unit groups, 183
Color settings, 764 Connections, 981
ColumnFilterVisible, 672, 690, 695 Consistency check, 550
ColumnOrderAndVisibility, 671, 690, 694 Consistency of the projects, 238
ColumnResizeEnabled, 672, 690, 695 CONT, 414
ColumnWidth, 671, 690, 693 ContextMenuEnabled, 668
COM interface, 62 Continue, 1062
Command line parameters, 751 Continuous, 414, 444
Command step, 528, 551 Continuous mode, 165
Command step (Insert menu), 549 Continuous operation, 173, 444
Comment, 770, 836 Control
Comment on batch (control menu), 1013 Communication channel, 603
Comment on batch (Control menu), 1013 Control bar, 1025
Comment on batch element, 1065 Control menu, 1012, 1013, 1014, 1016, 1017
Comment on messages, 837, 1065 Abort batch, 1011
Commenting a batch, 436 Abort batch (except conti.), 1011
Comments, 823 Stop batch, 1014
Communication, 36 Stop batch (except conti.), 1014
Communication channel, 45, 603 Control properties, 601
Communication monitoring, 221 Control recipe, 37, 117
Communication paths, 45 Formation, 120
CommunicationChannel, 665, 670, 674, 681, 689, Control recipe view, 625
691 Control strategies, 166
SIMATIC BATCH V9.0

Index
Control strategies of ..., 985 Creating setpoints, 170

Control strategies of ...., 885 Creating the process cell data in single-project
Control strategy, 117, 171, 725 engineering, 212
Control strategy assignment, 209 Creating WinCC archive tags, 186
Control strategy parameters, 175 Cross over cable, 62
Control strategy symbols, 208 Cross-interconnection, 575, 582, 651
Control strategy type name, 171 Currently planned quantity, 839
Control toolbar (View menu), 1025 Custom report templates, 495
Controls, 599 Cut (Edit menu), 1052
Text boxes, 644 Cycle time, 156
Copy (Edit menu), 1052 Cycle time required, 160
Copy batch (Edit menu), 1005
Copying batches, 821, 845
CPU, 140 D
CPU restart, 456
Data area, 210
CPU stop, 456
Data backup, 783
Create, 315, 318, 319
Data block, 210
Creating a new formula, 319
Data blocks, 48, 74, 223
Creating a new formula category, 318
Data replication, 57, 62
Creating a new master recipe category, 318
Data transfer, 36
Creating a new production order, 364
Data type, 805, 905
Creating a new recipe procedure, 315
STRING, 575
Order of processing of the batches, 396
Data type parameters, 906
Create folder (Edit menu), 1010
Data types, 903
Create new batch (Edit menu), 997
Database, 57, 703, 704
Create new formula (Edit menu), 996
Database size, 762
Create new formula category (Edit menu), 996
Database synchronization, 65
Create new library operation, 997
Databases, 50
Create new library substructure, 997
DBIdent, 666
Create new master recipe (Edit menu), 998
dcomcnfg, 716
Create new order (Edit menu), 996
Deactivate CDV, 977
Create new order category (Edit menu), 996
Default directory for PDF files, 785
Create SQL Server database, 482, 875
Default instance, 219
Create/update archive tags, 188
Defense in depth, 76
Creating, 821
Delegating the formula parameter in the recipe, 574
Configuring batches, 362
Delete
Creating a new order category, 362
Delete (Edit menu), 1044
Creating a new SQL database, 482
Delete batches (Edit menu), 1006, 1009
Creating a hierarchical recipe, 535
Delete formula (Edit menu), 1007
Creating a job, 828
Delete library operation (Edit menu), 1006
Creating a new formula, 319
Delete object (Edit menu), 1008
Creating a new formula category, 318
Delete order (Edit menu), 1007
Creating a new master recipe, 315
Delete recipe (Edit menu), 1008
Creating an equipment property, 182
Delete the formula category (Edit menu), 1007
Creating an order, 828
Delete immediately, 771
Creating an SFC type, 167
Delete shortcut, 1008
Creating and manipulating objects, 270, 511
Delete the Formula category (Edit menu), 1006
Creating new batches, 638
Deleting a material, 1008
Creating process cell data, 212
Deleting all shortcuts, 281
Creating process tag types, 176, 179
Deleting batches, 704
Creating production order categories, 289
Deleting unarchived batches, 771
Creating recipe topology (SFC), 535
Delimiter"#", 693
SIMATIC BATCH V9.0

Index
Delivery type of SIMATIC BATCH, 80 Elements in progress, 284

Dependent elements, 285 Eliminating errors, 865, 866
Description, 896 Engineering station, 53
Destination, 591 Entering input and output materials, 307
Deterministics, 44 Enumeration, 166, 719
Dialog EOP equipment operation, 154, 951
Find batch, 498 EOP parameters, 953
Dialog box, 829 EPH equipment phase, 154, 948
Difference - release for testing or release for EPH parameters, 949
production, 1043 Equipment module, 148, 154, 945
Difference between single project and multiproject Equipment operation, 154
engineering, 235 Equipment phase, 149, 154, 403
Display, 756 Non self-terminating, 161
Display additional function, 885, 886 Self-terminating, 160
Display all errors (Options menu), 1049 Equipment procedural element, 965
Display area, 625 Equipment properties, 181, 939
Display errors (Options menu), 1049 Assigning to the units, 182
Display list of order categories (Edit menu), 1008 Equipment properties parameters, 940
Display of recipe elements, 476 Equipment property parameters (instance), 942
Display of user permissions, 300 ESIG, 389, 601, 792
Displaying and modifying formula, 373 Event, 687
Displaying list of order categories (Edit menu), 998 Example
Displaying messages, 470 Command step, 551
Displaying the chaining of batches, 373 OSC processing mode, 478
Displaying the run time of a batch, 376 Example configuration with redundant BATCH
Displaying the runtime, 590 server, 55
Displaying unit allocation and changing it if Executable functions in a project of a
necessary, 372 multiproject, 231
Displaying user permissions, 300 Executable functions in a removed project, 232
Distributed multiproject engineering, 244 Execute in AS, 475, 530, 856
Distribution of roles, 292 Exit, 1051
Distribution of the BATCH program packages, 50 Expanded status, 444, 1069
Documentation relating to SIMATIC BATCH, 28 Expanding the toolbar, 655
Download, 64, 215, 968, 992 Export, 335, 875
Download Batch process cell ..., 968 Recipes, 336
Downloading a batch process cell, 977 Export (Options menu), 1009, 1023
Downloading to the target system, 204 Export report, 493
Changes, 223 Exporting using assistants, 338
Global data blocks, 223 Exporting/importing batch objects, 336
Selective download (CFC editor), 223 Extended batch information (View menu), 1026
Dynamic unit parameters, 174 Extended continuous mode, 772
Dynamization, 601, 605 Extended parameter display, 600
Extending the plant hierarchy with neutral
folders, 150
E External process cells, 983, 986, 987
External synchronization, 450
Edit window with the BATCH objects, 283
Editing parallel ROPs, 516
Editing the quality, 308
Effective immediately, 653, 771
F
Effects of user roles, 294 Failure of the PH, 491
Electronic signature, 389, 392, 587, 792 Favorites, 615
Electronic signatures, 769 Features, 473
SIMATIC BATCH V9.0

Index
File extension, 773 General information about multiproject

Filter engineering, 238
Creating an order, 828 Generate types, 969
FilterClassName, 682 Getting started (Help menu), 1060
FilterFormulaCategoryName, 683 Getting started in SIMATIC BATCH, 129
FilterFormulaEnabled, 682 Go to > Next error (Edit menu), 1045
FilterFormulaName, 683 Go to > Previous error (Edit menu), 1045
FilterGroupName, 682 Graphics Designer, 601, 602
Filtering, 649, 651, 656, 1037 Group Logon_Administrator, 1020
Filtering in the log, 282
Filtering library references, 573
FilterOrderName, 692 H
FilterProductName, 682
Handling recipes, 332, 333
FilterRecipeEnabled, 681
Hard disk full, 1057
FilterRecipeName, 683
Hard disk space, 38
FilterUnitName, 671, 682, 692
monitoring, 98
Find batches, 1037
Header parameters, 815
Fit automatically (View menu), 1047
Header parameters... (Recipe menu), 1040
Flat recipes, 514, 534
Help
Floating point value
Usage, 101
Rules, 99
Help topics (Help menu), 1061
Flow chart, 236, 241, 309
Hide in substructure (Edit menu), 1046
Flow diagram for engineering procedure for a
Hide parameter
multiproject, 241
OS controls, 664
Flowchart, 310, 408
Hierarchical recipes, 516
How to create/edit a batch, 361
Configuration, 516
Flowchart engineering steps for a single project, 143,
Hierarchical recipe with EOPs and EPHs, 518
236
Hierarchical recipe with EPHs, 517
Flowchart How to create and edit a master
Hierarchical structure of ISA-88 models, 123
recipe, 310
Hierarchy folder, 141, 147, 148, 150
Flowchart showing how a batch is made, 395
High recipe limit, 582
Folder structure, 284
Hold after Step (Control menu), 1013
Force comment entry, 769
Hold batch step/transition, 1062
Format, 973
Hold immediately, 1014, 1062
Format conversion, 973
Hold immediately (Control menu), 1014
Format text, 858
Hold immediately (step/transition), 1062
Formula categories, 288
Hold immediately batch step/transition, 1062
Formula category, 311
How to generate and download the process cell
FormulaID, 684
data, 204
FormulaName, 683
HW Config, 140
Formulas, 288, 311, 319, 320, 331, 828
Frames, 66
FTP server, 777
Functions when specifying the type description, 230
I
Further editing and testing a project, 249 Icon, 264, 278, 453
Icons, 202
Idle status, 442
G IEOP, 462
IEPAR_ENUM, 175
Gantt chart, 373
IEPH, 462
GAP time, 648
IEPH/IEOP block as interface, 710
General, 758, 839
General dialog box, 1068
SIMATIC BATCH V9.0

Index
Implementation of the hierarchy in the BATCH Recipe Introduction to technical terminology, 115
Editor, 518 ISA-88 models, 122
Import, 83, 239, 335 Isolate server, 65
Assigning objects, 1028 IUNIT, 203
Assigning parameters, 1031
Overview, 1033
Process cell update, 1030 J
Recipes, 336, 339
Jump, 530
Recipes (BatchML), 336, 339, 1034
Jump (Insert menu), 562
Selecting objects, 1027
Import > Master recipe (Options menu), 1023
Import wizard, 335, 339
Important system messages, 602
K
Important system messages (Options menu), 1057 Key combinations for menu items, 746
Importing a process cell, 239 Key commands
Importing with the wizard, 338 Menu commands, 746
Indexes, 759 Keyboard, 746, 748, 749, 750
Industrial Security, 76 Keyboard operation, 748, 750
Info (Help menu), 1061 Numeric pad, 750
Info file, 301
Initialise SFC, 458
Input parameters, 712 L
Insert new object (recipe editor), 1010
Labeling (View menu), 1058
Inserting a BATCH OS control, 602
Labeling structure elements, 573
Inserting a control, 602
Language dependence, 859
Inserting CFC charts with BATCH interface
Language setting, 756
blocks, 145
Language support, 27
Installation, 80
Last ID, 830
Installation and startup, 90
Last recipes edited (recipe menu), 1043
Installed plug-in modules dialog box, 768
Launch Coordinator
Installing on BATCH servers and BATCH
Status icons, 259
clients, 134
Level, 144
Instance mode, 217
Level higher, 625
Instantiate the SFC type in a CFC chart., 171
Libraries with library operations, 286
Instantiating interface blocks, 164
Library, 163
Instruction, 654, 858
Library elements, 880, 1056
Integrating edited and tested projects into the central
Library reference, 527
multiproject, 250
License key, 100
Interconnecting parameters, 312, 580
License keys, 85
Interconnecting parameters between master recipe
Licenses, 85
and formula, 321
Licensing, 80, 85
Interface blocks, 32, 163
Lifecycle of a recipe, 309
Interface change, 709
Limit violations, 379
Interfaces, 711
List, 614
Interlocking, 478
Load distribution, 494
Internal and external formulas, 122
Loading S7
Internal waiting, 450
Global data blocks, 223
International/German key names, 750
Selective download, 223
Interval, 783
Loading WinCC projects, 205
Introduction, 54, 167, 503
Local data, 140
Introduction (Help menu), 1060
Localizing message causes in the control
Introduction to permission management, 292
recipe, 471
SIMATIC BATCH V9.0

Index
Locations, 811, 877, 983 Message window (View menu), 1026

Lock, 1014 Messages, 37, 279
Locking a batch, 388, 428 Messstelle, 934
Log, 281 Microsoft Reporting Service, 495
Logic, 862 Migration, 93
Logon, 484 Migration > Finalize (Options menu), 1024
Long-term archive, 837 Migration > Prepare, 1024
Loop, 529 Migration of existing recipes, 44
Loop (Insert menu), 561 Mixed operation, 156, 530
Low recipe limit, 582 Mode, 648
Lower-level batch steps, 450 Module information, 890
Monitoring, 496, 529, 551, 557, 563, 758
Example, 557
M Monitoring (Insert menu), 555
Monitoring area, 555
Main window (BatchCC)
Monitoring time, 279, 590, 763
BatchCC, 261
Command step, 841, 856
Main window (Recipe Editor)
Moving the mouse pointer in dialog boxes, 749
Recipe editor, 506
Moving the mouse pointer in the menu bar/pop-up
Maintain SFC state, 460
menu, 748
Manage logons, 871
Moving the mouse pointer when editing texts, 748
Manual
MPE
Scope, 27
Archiving the master data library, 247
Manual jump, 434
General information, 238
Marking for allocation, 446
Removing a project, 247
Master data library, 247
Multi VGA, 606
Master Data Library, 240, 247
Multi-monitor systems, 606
Master recipe, 117
Multiple station system, 53, 90
Creating a batch, 824
Multiproject, 235, 240
Master recipe status, 1005
Multiproject engineering, 238
Master recipes, 287, 316
Sources of error, 252
Material transfer, 877
Multiproject/Project, 897
Materials, 759
Max_CycleRun, 159
Measured results, 72
Measured values, 75
N
Measured variables, 802 Naming, 238
MemIDB64, 210 Naming convention, 150
Memory blocks, 447 Navigating in parameter interconnections, 651
Memory configuration, 890 Navigation area, 625
Memory on the AS, 46, 210 Navigation area of online help, 105
Memory requirements Nesting depth, 573
CPU, 74 Network adapter, 62
Menu bar, 263 Neutral folder, 946
Menu commands New - library element recipe operation (Recipe
Key commands, 746 menu), 1039
Merge batch instances, 958 New > Flat recipe (Recipe menu), 1039
Merge/compile, 214, 972, 990 New > Hierarchical recipe (Recipe menu), 1038
MES (Manufacturing Execution Systems), 848 New batch (Edit menu), 997
MES interface, 54 New library operation (Recipe menu), 1039
Mes Sync_Request, 1065 New material (Edit menu), 997
Message texts, 279 New quality (Edit menu), 997
Message window, 263, 277, 1026 New window (Window menu), 1050
SIMATIC BATCH V9.0

Index
non permitted numbers, 824 Open pane, 1067

Non self-terminating recipe phase, 410 Opening the control recipe, 423
Non-self-terminating equipment phases, 161 Opening the control recipe for the batch, 385
Normal size (View menu), 1035 Operand 2 dialog box, 1072
Not uniform, 839 Operating batches, 405
NTLM Operating principle, 398
Security settings, 78 Operation
Number formats, 97 Batches, 405
Number of units, 206 Operation type, 910, 912
Numeric pad Operation type parameters, 913
Keyboard operation, 750 Operator, 862
Operator commands
Operator commands for batch control, 428
O Operator commands for recipe steps, 430
Operator control of the process, 46
OB 32, 158
Operator dialog, 654
Object properties of the batch process cell, 989
Operator elements, 263
Object type, 149
Operator instruction, 527, 549
Objects and object hierarchy, 284
Status when connection aborts, 858
OCX, 41, 599
Operator instruction (Insert menu), 548
OnBatchCreationFault, 687
Operator prompt, 392, 393, 437
Online help, 101
Operator prompts, 449
Operation, 104
Operator prompts via group display in WinCC, 438
search, 102
Operator responsibility, 472
Online help for BATCH OS controls, 646
Operator station, 975
Online help toolbar, 104
Optimal step transitions times, 158
Online setpoint changes, 584
Optimal zoom factor, 1036
Online structure change
Optimizing, 140
Example configuration, 478
Option package, 80
Properties / features, 472
Order, 843
Online structure changes, 472, 474, 772
Order category list (Planning menu), 1017
Open, 1016
Order folder, 453
Control recipe, 1016
OrderAndOrderCatEnabled, 684
Open library object... (Recipe menu), 1039
OrderCategoryName, 674, 681
Open library operation (Edit menu), 998
OrderName, 674, 681
Open list of formulas (Edit menu), 998
OS area, 144
Open list of master recipes (Edit menu), 999
OS control, 41
Open list of recipes (Edit menu), 999
OS controls
Open object (recipe editor), 1039
Functions, 699
Open recipe (Edit menu), 999
Hide parameter, 664
Open the list of formula categories (Edit
Print, 660
menu), 998
Print preview, 660, (Print), (Export)
Open the list of formulas (Edit menu), 999
Web Client, 697
Open the list of library operations (Edit
OS project editor, 189
menu), 998
OS properties, 624
Open the list of orders (Edit menu), 998
OSC, 472, 478, 582
Opening and editing recipes, 316
Permissions, 475
Opening the control recipe (Control menu), 1016
Requirements, 475
Open and display archive file, 1036
Restrictions, 474
Open and display archive from PH, 1037
OSC mode, 472, 1016
Open object (Edit menu), 1046
Accept changes, 1017
Open operator dialogs automatically, 772
Batch behavior, 475
Open overview, 1067
SIMATIC BATCH V9.0

Index
Properties of the new master recipe, 480 Phase type parameters_EPH, 920
Reject changes, 1017 Phase type_AF, 918
OSC processing mode, 472 Phase type_EPH, 916
Output parameters, 712 Phase types, 915
Output window, 277 Physical model, 125
Output window for messages, 277 Pin recipe/batch headers, 1059
Outputting operator dialogs at run time, 437 Place holder, 1037
Overlaid symbols, 615 Planned quantity, 824
Overview, 244 Planned quantity", 839
Overview lists, 273 Planned start, 647
Overview of the procedure, 129 Planning list, 386
Overview window, 386, 1026 Planning the unit allocation, 377
Plant designation, 144
Plant hierarchy, 144, 152
P Plant update, 93
Plugin, 92
Parameter concept, 119
Plug-in details dialog, 847
Parameter group, 986
Precalculation, 425
Parameter interconnections, 575, 651
Predecessor, 150, 647
Parameter name, 1047
Predefined batch name, 771
Parameter selection, 586
Prefix, 1071
Parameter step, 528
Prevention when exiting, 65
Parameter trigger, 412
Print, 41, 496, 660, 999
Parameters, 712
Print (Program menu), 994
ParametersListColumnFilterVisible, 679
Print graphic... (Recipe menu), 1042
ParametersListColumnOrderAndVisibility, 677
Print preview, 41, 496, 999, 1042, 1051
ParametersListColumnResizeEnabled, 679
Export, 660
ParametersListColumnWidth, 678
Print, 660
Partner server, 65
Print preview graphic(Recipe menu), 1042
Password, 484
Print preview window, 1051
Paste (Edit menu), 1053
Toolbar, 493
Pause after step, 450, 1013, 1062
Print setup... (Program menu), 994
PC station, 239
Print... (Recipe menu), 1042
PC-based mode, 42, 51
Problem in the AS, 37
PCell, 147
Procedural control model, 124
PCS 7 - change project type, 240
Procedure during Batch Control, 396
PCS 7 basic engineering, 131, 133, 705
Procedure for configuring a master recipe, 313
PCS 7 OS, 41
Procedure for configuring library operations, 326
PCS 7 readme, 83
Procedure for creating the plant hierarchy, 143
PDF file, 37, 342, 494, 785
Process, 117
Performance data, 74
Process cell, 149, 984
Permission management, 292, 296, 299, 869
Process cell configuration, 130
Permission management (Options menu), 1020
Process cell data, 888, 889, 891, 893, 894, 896
Permissions, 299
Process cell design, 69
Generate info file, 871
Process cell object, 881
Individual permissions, 301
Process cell object type, 147
Permissions management, 292
Process cell optimization with late binding, 543
PH, 498, 781, 1037
Process cell reference, 817
PH archive server, 781
Process cell update
Phase
Preview report, 304
Non self-terminating, 161
Process data archive, 781
Self-terminating, 160
Process Historian, 498, 780
Phase type parameters_AF, 922
SIMATIC BATCH V9.0

Index
Process mode, 130 Specifying the properties of the batch, 369

Process model, 127 Specifying the recipe procedure properties, 316
Process tag, 936 Properties (Edit menu), 1045
Process tag instance parameters, 933 Properties of a batch, 824
Process tag parameters, 937 Properties order, 839, 843
Process tag type, 926, 927 PropertiesTabOrderAndVisibility, 668
Process tag type parameters, 929, 931 Punctuation marks, 98
Process tag types, 176, 925
Process value, 804
Process value reference, 616, 816, 839 Q
Process values, 860
QAvgRecProcTime, 159
Processing a control recipe, 398
Quantity adaptation, 580
Processing block, 164
Quantity structure, 74
Processing status of the recipes, 327
Querying transitions, 173
Processing steps and transitions, 401
Production order list (Planning menu), 1020
Program packages, 50
Project database, 704
R
Project languages, 238 Read in new process cell (Program menu
Project settings, 265, 510, 601, 758, 771, 1058 BOM), 994
Project type, 254 Reading in process cell data, 303
Project update, 93 Reading out IDs, 830, 1022
Project window (View menu), 1027 Readme file with the latest information, 84
ProjectColumnResizeEnable, 667 READY TO COMPLETE, 411
ProjectListColumnFilterVisible, 667 READY_TC, 712
ProjectListColumnOrderAndVisibility, 666 Ready_TC (ready to complete), 411
ProjectListColumnWidth, 666 Recipe, 116, 152
ProjectName, 665 Recipe comparison, 340
Projects, 612 Recipe creation, 130
Prompt archiving, 485 Recipe Editor, 40
Propagate types, 971 Recipe Editor (Options BOM menu), 1024
Propagating a type description to other projects Recipe elements, 476
(multiproject), 233 Recipe execution, 47
Properties, 316, 318, 320, 592 Recipe function bar (View menu), 1048
Delete quality (Edit menu), 1007 Recipe header parameters, 576
Display properties of a production order, 367 Recipe limits, 581
Master recipe, 480 Recipe logic, 44, 210
Properties (Edit menu), 1000 Recipe objects, 474
Properties formula (Edit menu), 1000 Recipe operation (ROP), 526
Properties library operation (Edit menu), 1000 Recipe phases, 46
Properties of a batch (Edit menu), 1001 Running simultaneously, 74
Properties of an order category (Edit menu), 999 Recipe procedural element (Insert menu), 546
Properties of master recipes, 592 Recipe procedure, 401
Properties of the formula category, 1000 Recipe procedure (RP), 525
Properties of the material (Edit menu), 1000 Recipe reference, 817
Properties order (Edit menu), 1000 Recipe steps, 408
Properties recipe (Edit menu), 1000 Recipe steps in a recipe operation (ROP), 526
Quality properties (Edit menu), 1000 Recipe topology (SFC), 534
Specifying the formula category properties, 318 RecipeID, 684
Specifying the properties of formulas, 320 RecipeName, 683
Specifying the properties of library RecipeOrFormulaEnabled, 684
operations, 591 RecipeOrFormulaListColumnFilter Visible, 689
SIMATIC BATCH V9.0

Index
RecipeOrFormulaListColumnOrderAndVisibility, 689 Removing projects for editing and restoring

RecipeOrFormulaListColumnResizeEnable, 689 them, 235
RecipeOrFormulaListColumnWidth, 688 Renaming Batch process cell, 191
Recipes, 327 Reorganize, 191
dependent of resources, 154 Replication, 57
Export, 336 Report, 41, 75, 784
Import, 336, 339 Report creation, 487
independent of resources, 154 Report properties, 784
Recipes (BatchML) Report templates, 780
Import, 336, 339, 1034 Reporting Services, 785
Redo (Edit menu), 1044 Reports, 780
Reducing the communication paths, 45 Representation of parameters, 1071
Redundancy, 56, 57, 62, 63, 254 Representation of the recipe elements, 525
Important additional information, 63 Request for signature, 393
Response to failure, 64 Requirements
Redundancy status symbols, 264 Procedure for configuring library operations, 326
Redundancy switchover, 57 Requirements for batch processing, 394
Reference type, 817 Requirements for working with the Recipe
References to other units, 531 Editor, 505
Reject recipe structure change, 1017 Reset batch step/transition, 1065
Relational operator, 862 Reset standard role, 877
Relationship between plant hierarchy, blocks, and Resolve substructure (Edit menu), 1036, 1046
recipes, 152 Response of online assignment of a unit for flat
Release, 1013 recipes, 546
Release library operation for production (Edit Restore, 83, 489, 703, 830
menu), 1001 Restore (Options menu), 1022
Release library operation for testing (Edit Restoring, 1022
menu), 1001 Restrictions, 499, 601
Release recipe for production (Edit menu), 1003 Results list, 386
Release recipe for testing (Edit menu), 1002, Resume, 1013, 1063
1003 Resume batch (Control menu), 1013
Releasing batches, 388 Resume batch steps/transition, 1063
Releasing recipes for production, 331 Resuming the batch at the old point after unit
Revoke release, 598 change, 466
Revoke release of library operation ( Edit Retrieve, 191
menu), 1004 Retrieving a project from the archive and adapting
Revoke release of recipe ( Edit menu), 1002 it, 249
Release batches automatically, 772 Revoke release, 1005
Release for production (Recipe menu), 1041 Roaming user, 266
Release for testing, 1005 Role, 299
Release for testing (Recipe menu), 1041 Roles, 769
Release prepared, 388 Roles management, 869, 1020
Release recipe element, 760 ROP
Release revoked, 758 Runtime, 589
Releasing, 1013 ROP overview, 657
Releasing a recipe for testing or production, 597 Rules
Releasing recipes, 330 for floating comma values, 99
Revoke release (Recipe menu), 1041 run through once, 400
Releasing a batch, 425 RUN-P, 716
Releasing recipes for production, 331 Runtime characteristics, 976
Releasing recipes for testing, 330 Runtime help available, 646
Remote process cell, 239
SIMATIC BATCH V9.0

Index
Runtime system Selection of a project, 217

Concept, 203 SELFCOMP, 160, 161
Control recipe, 48 Self-created user block, 710
Messages, 204 Self-terminating equipment phases, 160
Optimizing, 164 Self-terminating recipe phase, 410
Synchronization, 48 Sequence, 872
Sequence marker, 446
Sequences, 525
S Serial connection, 62
Server application, 65
S7 program, 979
Server language, 756
S7-PLCSIM, 716
services.msc, 716
S88 typing, 147, 148
Set time of day, 497
Save (Recipe menu), 1040
Setpoint deviation, 452
Save as, 191, 876
Setpoints, 758
Save as dialog, 1043
Assigning control strategies, 171
Save as recipe, 480, 1016
Setting
Save as... (Recipe menu), 1040
Setting the properties for transitions, 584
Save graphic ... (Recipe menu), 1040
Setting the properties of steps, 578
Save recipe structure changes, 1016
Setting "Continuous operation" of a recipe
Save to file, 865, 866
phase, 583
Saving the print preview, 785
Setting breakpoints, 439
sbb file, 830
Setting the "Continuous operation" of a recipe
sbdata, 84, 968
function, 583
SBS, 475
Setting the language, 886
Scaling, 379, 425
Setting the message language, 977
Scaling functions, 594
Setting up logon and password, 484
Scheduling batches, 373, 1019
Setting up the emergency operator, 302
Scope of services, 473
Settings, 144, 265, 510
Seamless changeover of equipment phases, 414
SFC types, 457, 705
Search, 102
Shared declarations, 182
Search criterion, 651, 656
Shared directory, 84
Searching, 651, 656, 878, 1054
Shared folder, 84
Secure process mode, 77
Shifting the recipe logic, 44
Security, 76
Shortcut menu, 257
Security concept, 76
Shortcut window, 1026
Security Manuals, 76
Shortcuts, 858
Security settings
Show tree structure, 600
Compatible, 78
Showing tooltips, 643
Configuring, 78
Showing/hiding the shortcut window, 280
NTLM, 77, 78
Sign, 392
Select (Edit menu), 1047
Forcing comment, 393
Select all (Edit menu), 1053
Signature, 389, 392, 792
Select recipe, 876
Signing operator actions, 392, 792
Select unit dialog box, 874
SIMATIC BATCH, 90
Select zoom area (View menu), 1047
Functions, 32
Selecting a library, 876
Introductory information, 27
Selecting a project, 867
OS controls, 41
Selecting a unit, 181
Possible applications, 31
Selecting archiving methods, 776
Security notices, 77
Selecting objects, 513
SIMATIC BATCH Basic, 82
Selecting texts with key commands, 749
SIMATIC BATCH blocks, 163
Selecting the formula, 828
SIMATIC BATCH V9.0

Index
SIMATIC BATCH configuration dialog, 190 Start allocation, 363

SIMATIC BATCH OS Batch Creation, 636 Start BatchCC, 35, 259
SIMATIC BATCH OS controls, 599 Start ID, 830, 1022
SIMATIC BATCH OS Master, 612 Start lock, 413
SIMATIC BATCH OS Monitor, 639 Start mode, 388
SIMATIC BATCH OS Process Cell, 614 Start sequence of the redundant BATCH server, 57
SIMATIC BATCH readme, 83 Start step, 1062
SIMATIC BATCH server, 475 Start viewer for archived batches, 1024
SIMATIC IT, 848 Starting a batch step, 1062
SIMATIC Logon, 302, 1020 Starting a comparison, 341
SIMATIC Manager StartMode, 686
General information, 132 StartModeVisible, 686
SIMATIC Route Control, 877 StartTimeVisible, 685
Simatic Shell, 62 StartTrigger, 687
SIMATIC Shell, 59 Startup characteristics, 35, 412
Simple multiple station system, 53 Start-up list, 189
Simulate modules, 716 State transition diagram of an equipment phase, 714
Simulation, 716 States of a transition, 440
Simulation (TCP/IP), 896 States of a transition condition, 441
Simultaneous branch, 528 Station, 896
Simultaneous branch (Insert menu), 553 Stations, 894
Simultaneous ROPs, 758 Status, 386, 408, 443, 453, 1069
Single station system, 50, 65 Status bar, 263
Smart card reader, 1020 Status bar (View menu), 1048
Software architecture, 48 Status change, 156
Software components, 90 Status change via action, 405
Software update, 93 Status changes, 403, 405, 408
Sort Status diagram, 403, 405
Batch lists, 656 Status display, 442
Sorting by unit, 986 Status for OSC, 475
Source, 591 Status identifier, 442
Special characters, 98 Status list, 386
Specifying predecessors for a unit, 149 Status of the recipes and status changes, 332, 333
Specifying the BATCH attributes, 170 Status symbols, 386
Specifying the control strategies for a type, 156 Status word, 712
Specifying the control strategies for an SFC Step change, 72
type, 171 Step change time, 164
Specifying the formula category properties, 318 Step placeholder, 527
Specifying the properties of master recipes, 316 Step-transition-step sequence, 760
Specifying the properties of the formula, 320 Stop step
Specifying the type description of the process Step, 1063
cell, 230 Structure, 284
Specifying units, 539 Structure change, 472, 478, 1016
Specifying user permissions, 294 Structure elements, 524
SQL server, 484, 776 Structure elements of recipes, 524
Start, 1014 Structure of a flat recipe, 514
Setting the start mode of the batch Structure of a master recipe, 118
processing, 371 Structure of hierarchical recipes, 516
Start, 1014 Structure of the plant hierarchy, 141
Starting a batch (Control menu), 1014 Substructure, 526
Starting batch processing, 426 Substructures, 514
Starting the BATCH Recipe Editor, 504 Successor, 150, 649
SIMATIC BATCH V9.0

Index
Suffix, 773 ToolbarVisible, 668, 673, 677, 688, 691, 696

SUIR, 93 Tooltip, 452
Super user, 846 Tooltip limits, 381
Super user status, 1006 Tooltips, 339
Symbols, 342, 441, 525 TooltipsEnabled, 669
Input material/Output material, 653 Transfer messages, 214
Order folder, 615 Transfer parameters, 591, 652, 811
Transfer parameters, 652 Transferring a setpoint change to active step, 771
Synchronization, 37, 57, 658 Transferring AS-OS connection data, 204
Blocking, 515 Transferring messages to the message OS, 883
Synchronization (Insert menu), 554 Transition, 441
Synchronization between units procedures, 521 Transition (Insert menu), 560
Synchronization examples, 570 Transition conditions, 586
Synchronization line, 529, 531, 848 Transition placeholder, 528
Synchronization point, 529 Transition placeholder in the unit window, 529
Synchronize, 625 Transitions, 46, 584
Synchronize view, 625 Tree structure, 284
System architecture, 48 TreeVisible, 675, 693
System properties, 97 Trend data, 802
System setup, 90 Type description for the individual project, 225
Type description in a multiproject, 228
Type mode, 217
T
Tab, 268, 279, 754, 839, 840, 842, 855, 989
Tab "Product" (formula property), 820
U
Tab "Rename...", 846 Undo (Edit menu), 1044
Tab area, 625 Undock, 655
TabOrderAndVisibility, 692 Undock automatically, 655, 667
TAG_COLL, 173, 176 Unit, 85, 147, 149, 721, 943
TAG_COLLECT, 176 Unit allocation, 46, 601
Target interconnection, 575, 582, 651 Unit allocation (Planning menu), 1020
TCP, 716 UNIT block
Technical terminology, 115 Feedback, 976
Template, 600, 604, 822 Unit of measure, 909
Terminating a Transition Query, 1063 Unit recipe (RUP), 526
Test mode, 896 Unit selection according to conditions, 759
Text length for STRING data type, 575, 805 Unit selection via conditions for a flat recipe, 540
Text... (Edit menu), 1046 Unit selection via conditions for a hierarchical
The batch runtime does not fit, 400 recipe, 541
The memory medium is full, 762 Unit_PLC, 175
Time for processing the recipe, 159 UNIT_PLC, 42, 66, 148, 155, 158, 203, 206, 221
Time for running the process, 159 Deleting text entries, 977
Time offset, 648 Parameter assignment, 158
Time out, 436 Units, 85, 206
Time-of-day synchronization, 97, 497 Units of measure, 908
Timeout time, 66 UnitState, 719
Title bar, 263 UnitStatus, 175
Toolbar, 263, 1025, 1038 UnitStatus_Param, 721
Insert (View menu), 1048 Unlock, 389, 1014
ToolbarOrderAndVisibility, 667, 672, 675, 687, 691, Unlock step, 596, 1065
695 Unlocking, 1006, 1014
Toolbars Standard (View menu), 1025 Update, 93
SIMATIC BATCH V9.0

Index
Update (Edit menu), 1010 Watchdog, 221

Update objects, 1027 Web Client, 92
Update process cell data (Edit menu), 994 OS controls, 697
Updating controls, 603 What is a formula category?, 121
Updating of the process cell, 304 What is SIMATIC BATCH?, 31
Procedure, 306 Which standards/norms is SIMATIC BATCH based
Updating the process cell on?, 115
"Assignment" tab, 831 WinCC APL Client Options, 91
"Preview" tab, 834 WinCC archive variable, 885, 886
Upgrading, 93 WinCC Client Options, 91
Used Plug-in Modules, 766 WinCC message, 590
User credentials, 887 Window, 263
User data blocks, 223 Window areas, 624
User functions, 869 Window management (Window menu), 1060
User groups, 299 Windows user group SIMATIC BATCH, 294
User interface, 261 Windows user group SIMATIC HMI, 294
User management, 291 Without log, 282, 830, 1022
User permissions (Options menu), 1020 Wizard, 134
User rights, 299 Work memory, 100, 210
User role, 869 monitoring, 98
User roles, 294 Working with Batch overviews, 421
User settings, 265, 510, 753, 1057 Working with externally created modules for
For BATCH OS controls, 645 validation, 333
UserRightsPriority, 669 Working with several process cell projects, 222
User-specific session profile, 266 Working with structure elements, 513
Using help (Help menu), 1061 Working with substructures, 572
Using online help, 104 Working with the formula overview list, 324
Using the PCS 7 Wizard, 134 Working with the recipe overview list, 323, 324
UTC, 497
X
V xml archive, 499
Validate (Recipe menu), 1041 XML archive formats, 778
Validate formula (Edit menu), 995 XPS file, 342
Validate library operation (Edit menu), 995
Validate recipe (Edit menu), 994
Validation, 83, 192, 388, 473, 709, 759, 762, 766 Z
Validation error, 171
Zoom, 625, 658
Validity, 327
Zoom in, 1035
Version, 765
Zoom out, 1035
Versioning, 765, 876, 1016
Via, 591
View, 658
View menu, 1025
Viewer, 498
Viewer for archived batches, 751
Virus scanners, 76
W
Warning, 452
SIMATIC BATCH V9.0

Index
SIMATIC BATCH V9.0


Simatic Process Control System PCS 7 Simatic Batch V9.0: A5E38210537-AA

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Preface 1

BATCH Control Center 9

BATCH Recipe Editor 10

Context help references 15

Siemens AG A5E38210537-AA Copyright © Siemens AG 2017.

SIMATIC BATCH V9.0

3.7 Security aspects.....................................................................................................................76

SIMATIC BATCH V9.0

5 Technological basics complying with ISA-88.01.......................................................................................115

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

9.1.5.7 Permission management.....................................................................................................291

SIMATIC BATCH V9.0

9.5.8.4 Importing with the wizard.....................................................................................................338

SIMATIC BATCH V9.0

9.8.3.11 Extended continuous mode of equipment phases...............................................................418

SIMATIC BATCH V9.0

9.9.2.2 Report creation of batches...................................................................................................496

SIMATIC BATCH V9.0

10.4.3 How to edit a hierarchical recipe..........................................................................................535

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

15.1.2.12 Batches > Archiving > Creating reports...............................................................................780

SIMATIC BATCH V9.0

15.1.9.14 "General" tab (New order category).....................................................................................838

SIMATIC BATCH V9.0

15.1.11.20 "Find" dialog.........................................................................................................................878

SIMATIC BATCH V9.0

15.1.12.37 "Equipment module (EMOD)" selection...............................................................................945

SIMATIC BATCH V9.0

15.2.2.7 Create new formula (Edit menu)..........................................................................................996

SIMATIC BATCH V9.0

15.2.2.59 Delete order (Edit menu)....................................................................................................1007

SIMATIC BATCH V9.0

15.2.5.4 Backup (Options menu).....................................................................................................1021

SIMATIC BATCH V9.0

15.3.1.9 Save as... (Recipe menu)...................................................................................................1040

SIMATIC BATCH V9.0

15.5.5 "Find" dialog.......................................................................................................................1054

SIMATIC BATCH V9.0

15.11.3 "Operand1/2" dialog box process tag (2/5)........................................................................1069

SIMATIC BATCH V9.0

Validity of the manual

SIMATIC BATCH V9.0

Documentation relating to SIMATIC BATCH

Documentation as manual Contents

Documentation as Storage location and content

SIMATIC BATCH - COM API Path: \\ProgramData\Siemens\Automation\Batch\Example\BFApi\_doc

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

SIMATIC BATCH V9.0

What is SIMATIC BATCH?

Possible applications of SIMATIC BATCH

SIMATIC BATCH V9.0

3.2 Functions of SIMATIC BATCH