access to a wincc v7.4 opc ua server using excel client

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Access to a WinCC V7.4 OPC UA Server using Excel Client WinCC V7.4 SP1 and MS Excel https://support.industry.siemens.com/cs/ww/en/view/109752976 Siemens Industry Online Support

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Page 1: Access to a WinCC V7.4 OPC UA Server using Excel Client

Access to a WinCC V7.4 OPC UA Server using Excel Client

WinCC V7.4 SP1 and MS Excel

https://support.industry.siemens.com/cs/ww/en/view/109752976

Siemens Industry Online Support

Page 2: Access to a WinCC V7.4 OPC UA Server using Excel Client

Warranty and Liability

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Warranty and Liability

Note The Application Examples are not binding and do not claim to be complete regarding the circuits shown, equipping and any eventuality. The Application Examples do not represent customer-specific solutions. They are only intended to provide support for typical applications. You are responsible for ensuring that the described products are used correctly. These Application Examples do not relieve you of the responsibility to use safe practices in application, installation, operation and maintenance. When using these Application Examples, you recognize that we cannot be made liable for any damage/claims beyond the liability clause described. We reserve the right to make changes to these Application Examples at any time without prior notice. If there are any deviations between the recommendations provided in these Application Examples and other Siemens publications – e.g. Catalogs – the contents of the other documents have priority.

We do not accept any liability for the information contained in this document. Any claims against us – based on whatever legal reason – resulting from the use of the examples, information, programs, engineering and performance data etc., described in this Application Example shall be excluded. Such an exclusion shall not apply in the case of mandatory liability, e.g. under the German Product Liability Act (“Produkthaftungsgesetz”), in case of intent, gross negligence, or injury of life, body or health, guarantee for the quality of a product, fraudulent concealment of a deficiency or breach of a condition which goes to the root of the contract (“wesentliche Vertragspflichten”). The damages for a breach of a substantial contractual obligation are, however, limited to the foreseeable damage, typical for the type of contract, except in the event of intent or gross negligence or injury to life, body or health. The above provisions do not imply a change of the burden of proof to your detriment. Any form of duplication or distribution of these Application Examples or excerpts hereof is prohibited without the expressed consent of the Siemens AG.

Security informa-tion

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.

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Table of Contents

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Table of Contents Warranty and Liability ................................................................................................. 2

1 Introduction ........................................................................................................ 4

1.1 Overview............................................................................................... 4 1.2 Mode of operation and hardware configuration ................................... 5 1.3 Components used ................................................................................ 5

2 Engineering ........................................................................................................ 6

2.1 Installation ............................................................................................ 6 2.2 Integrating the WinCC example project ............................................... 6 2.3 Project setup and functioning ............................................................... 7 2.3.1 The “Home screen” .............................................................................. 7 2.3.2 Process screen: “Heating Tank” ........................................................... 8 2.4 Installing the OPC UA Client Library .................................................. 10 2.5 Customizing the host file .................................................................... 12 2.6 OPC UA Excel client .......................................................................... 13 2.6.1 Description of the user interface ........................................................ 13 2.6.2 Reading and writing of values ............................................................ 16 2.7 Certificate exchange of encrypted communication ............................ 17

3 Appendix .......................................................................................................... 18

3.1 Service and Support ........................................................................... 18 3.2 Links and literature ............................................................................. 19 3.3 Change documentation ...................................................................... 19

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1 Introduction

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1 Introduction

1.1 Overview

Motivation

A separate OPC UA server is included together with the connectivity pack for WinCC V7.4 SP1. This server makes it possible to access tag values of SCADA projects from different systems and programs that also provide this communication channel.

Task

The requirement is to set up a connection between a WinCC OPC UA server and the OPC UA Excel client provided. The Excel client can then be expanded or changed, depending on requirement.

The server and the client are located on separate PC stations.

Applicative implementation

Together with this document you receive instructions that show you how to establish a connection between WinCC OPC UA server and the Excel client.

The download on the entry page provides you with the Excel client, the Excel OPC UA library as well as an example project that explains the work steps.

This is how you are guided through the required configurations step by step. Screenshots and notes also support you.

Assumed knowledge

Basic knowledge of WinCC V7 is assumed.

Note Basics are explained in the SITRAIN course “SIMATIC WinCC, System Course”.

SIMATIC WinCC, Systemkurs (de)

SIMATIC WinCC, System Course (en)

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1 Introduction

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1.2 Mode of operation and hardware configuration

Overview

The following figure shows you how the components interact in this configuration example.

Figure 1-1

Communication channel

WinCC V7.4 SP1 ConPack OPC UA Excel client

The OPC UA Client Library internally uses the C# class “UAClientHelperAPI”. This class summarizes the basic functions of the .NET stack of the OPC Foundation. The OPC UA Excel client communicates with the OPC UA server of a WinCC V7.4 SP1.

The WinCC OPC UA server is integrated in V7.4 and active when the Connectivity Pack option package was installed for WinCC and a valid license is on the system. Client and server are connected via Ethernet and communicate through OPC UA via TCP/IP.

Note The OPC UA client library is not suitable for performance-oriented applications such as the real-time exchange of large data volumes.

1.3 Components used

Software used

Table 1-1

Components Number Article number

WinCC V7.4 SP1 Update 2 1 6AV63.1-....7-4...

WinCC V7.4 SP1 Update 2 Connectivity Pack

1 6AV6371-1HR07-4AX0

Microsoft Office 2010 1

OPC UA .NET Stack 4.6.1 1

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2 Engineering

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2 Engineering

2.1 Installation

Microsoft Office Installation

A licensed Excel version has to be installed on the computer on which the client is to be run. Office version 2010 is used in this application example.

Installing WinCC V7.4

Install WinCC V7.4 SP1 Update 2 on the computer on which the Runtime is to run and follow the installation manual (see also \3\ in chapter 3.2). You can also use an existing WinCC installation.

Installing connectivity pack

Install the Connectivity Pack V7.4 SP1 on the computer on which you also have WinCC installed and follow the installation manual (see also \4\ in chapter 3.2). You can also use an existing installation of the connectivity pack.

2.2 Integrating the WinCC example project

Download and integration

There is an example project called “Heating_Tank” on the download on the entry page (https://support.industry.siemens.com/cs/ww/en/view/109752976) it will support you in the commissioning of Excel client.

Unzip the project and add the project folder into the WinCC project folder. You can find the folder in:

C:\Users\Public\Documents\Siemens\WinCCProjects

Adapting projects to the WinCC station

Open the example project with your WinCC Explorer and adjust the computer name. To do this, follow the steps below.

1. Double-click on the “Computer” module in the project overview

2. Open the context menu of the created computer in the editor window.

3. Go to the menu item “Properties”.

4. Adjust the “Computer name” to the one of your computer.

5. Confirm the changes with the “OK” button.

6. Close the project and reopen it for the settings to be effective.

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2 Engineering

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Figure 2-1

Result:

You have now successfully opened the project on your computer and you can start Runtime.

2.3 Project setup and functioning

The project contains a simulation of a heating tank. It consists of two screens, the “Home screen” and the “Plant screen”. The actual process screen is called from the “Plant screen” in a screen window.

2.3.1 The “Home screen”

Description

The “Home screen” is the start screen of the example project. The control elements and displays have the functions described below.

Control elements

Table 2-1

No. Designation Description

1 Date/time This output field gives information about the current time, including date and time in English format.

2 Back button Using the back button you get back from a subordinate to a higher level screen.

3 Home button Using the home button you get back to the “Home screen”.

4 Plant overview In the plant overview the user interface is arranged in a way that you can go to the different plant screens.

5 Finish button Runtime can be properly finished by using the finish button.

6 Process screen window

When calling a process screen the graphic displayed here can be exchanged with the process screen selected.

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Figure 2-2

2.3.2 Process screen: “Heating Tank”

Structure of the process screen

The process screen consists of the boiler with intake, drain and a flow heater. The control elements are arranged in the bottom right corner.

Control elements

Table 2-2

No. Designation Function

1 Filling Starts the filling process and fills the boiler up to maximum carrying capacity.

2 Emptying Starts the draining process. The boiler is fully drained.

3 Heating The content of the boiler is heated to a maximum of 100 degrees Celsius.

4 Stop All processes are currently ended. After repeated actuation of the appropriate button, the processes can be restarted.

Note Each button resets the current processing step and starts the new one. Only one of the three processes can be active at the same time.

1

2 3

4

5

6

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Actuators

Table 2-3

No. Designation Description

5 Supply valve The supply valve (top left) is used to visualize the filling process for the user. It is highlighted in green during the filling process.

6 Drain valve The drain valve (bottom right) is used to visualize the draining process for the user. It is highlighted in green during the draining process.

7 Flow heater The flow heater (within the tank) is used to visualize the heating process for the user. It is highlighted in green during the draining process.

Process values

There are two relevant process values in this example. The filling level “Level” and the temperature “Temp”. Both are realized as internal tags and can, after being set up, be monitored and changed via the OPC UA Excel client.

For the visualization of the “Level” process level a bar chart (10) was inserted in the boiler. An I/O field (9) on the right specifies the filling level in numeric form (percentage).

The current temperature value “Temp” is output in an I/O field (8) that is located next to a symbolically placed measuring device on the top right corner of the boiler.

Figure 2-3

1 2

3 4

5

6

7

8

9

10

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2.4 Installing the OPC UA Client Library

To use the OPC UA client library, you need to register the library on your client system. For this, you can use the Microsoft .NET Framework Assembly Registration Utility. The Utility (regasm.exe) is contained in the Microsoft .NET Framework 4.6.1.

The instructions below show you the required steps:

1. Install the .NET Framework 4.6.1 (https://www.microsoft.com/en-us/download/details.aspx?id=49981)

2. The path, in which the .NET Framework has been installed, is: "C:\Windows\Microsoft.NET\Framework\v4.0.30319".

3. Download the "109752976_OPC_UA_ClientLibrary_CODE_V10.zip" file from the entry page.

4. Unzip this file on the same drive on which your operating system is installed. To facilitate browsing, the following path was selected in this example: "C:\ 109752976_OPC_UA_ClientLibrary_CODE_V10".

5. Start the command prompt as administrator.

Figure 2-4

6. Register the library on your system. Enter the following command: "C:\Windows\Microsoft.NET\Framework\v4.0.30319\regasm.exe C:\109752976_OPC_UA_ClientLibrary_CODE_V10\OPC_UA_ClientLibrary\ Application\OPC_UA_ClientLibrary.dll /tlb /codebase" and confirm the entry by

clicking return.

Note Make sure that the commands /tlb and /codebase are separated from the path entry and from each other and are preceded by a slash.

For easier path entry, use the browse function of the command application that is executed with the tab button. This is how you can check the correctness of the paths.

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Figure 2-5

Result:

You have now successfully registered the library for the OPC UA client on the computer and you can use it.

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2.5 Customizing the host file

Depending on the network architecture, it may be necessary to introduce the client computer to the server to guarantee access to the communication endpoints of WinCC. To do this, a host file is customized on the client and server PC. The steps necessary for it are described below.

Note For further information on the operation of WinCC in Windows networks, please refer to the following entry: https://support.industry.siemens.com/cs/en/en/view/868014

1. Navigate to the host file of the client computer in path “C:\Windows\System32\drivers\etc\hosts”.

2. Open the host file using the notepad as administrator.

3. Add the IP and the computer name of the server in the host file, as shown in the following screen.

4. Save and close the file.

5. It is recommended to delete the comments in the host file.

Figure 2-6

Result:

Now you have introduced the client to the server. You can call the endpoints via the OPC UA Excel client.

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2.6 OPC UA Excel client

This section describes the configuration and functioning of the Excel client. It is located in the zip file that you can download on the entry page and in which the OPC library is also located. The client has the name “109752976_OPC_UA_ClientLibrary_Sample.xlsm”

For more information on the OPC UA Client used, please refer to the entry page: https://support.industry.siemens.com/cs/ww/en/view/109748892

Note Requirement: OPC UA Client Library is registered on your system.

Note This example creates an OPC UA client certificate for the current user with the common name (CN) CN = UA Client 1500

If you want to change this setting, you need to adjust it in the .NET SourceCode.

2.6.1 Description of the user interface

The user interface of the “OPC UA Excel Client” example client is divided in three sheets: “Connect” “ReadWrite” “Subscribe”

“Connect”

The following figure shows the “Connect” interface:

Figure 2-7

1 2

3

4

5

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The following table describes the interface functions of the previous figure:

Table 2-4

No. Description

1. Text field to enter an OPC UA server URL.

2. Button to search OPC UA endpoints with the URL (1).

3. List of the OPC UA endpoints found.

4. Settings for user authentication.

5. Establishing a connection to a selected endpoint of the list (3) and disconnection.

“ReadWrite”

The following figure shows the “Read/Write” interface:

Figure 2-8

The following table describes the interface functions of the previous figure:

Table 2-5

No. Description

1. Button to read an entered node ID from (2).

2. Text field to enter a node ID to be read.

3. Output of the value of the read node ID from (2).

4. Button to write an entered node ID from (5).

5. Text field to enter a node ID to be written.

6. Text field to enter the value of the node ID to be written from (5).

7. Button to register an entered node ID from (9).

8. Button to cancel a registration of an entered node ID from (9).

9. Text field to enter a node ID to be registered.

10. Text field to output a registered node ID.

11. Button to read a registered node ID.

1 2 3

4 5 6

7 8 9 10

11 12

13 14

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No. Description

12. Output of the value of the read, registered node ID from text field.

13. Button to write a registered node ID.

14. Text field to enter the value of the registered node ID to be written.

"Subscribe"

The following figure shows the “Subscribe” interface:

Figure 2-9

The following table describes the interface functions of the previous figure:

Table 2-6

No. Description

1. Button to start a subscription on an OPC UA server and to create a MonitoredItem via the node ID from text field (3).

2. Button to end a subscription and to delete the MonitoredItem.

3. Text field to enter a node ID that is added to the subscription as MonitoredItem.

4. Text field to output the value of the MonitoredItem of the subscription with time stamp and status.

1 2

3

4

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2.6.2 Reading and writing of values

To be able to read/write tags from WinCC using the Excel client, you will find a brief step-by-step instruction in this section. It is important that Runtime remains active.

1. Enter the IP address and the port of the server behind the access command “opc:tcp://” in the “OPC Server” field.

Example: “opc:tcp://172.16.42.13:4862”

Note The port with the number “4862” is used as default port for the WinCC UA server, it can be adjusted in the XML file using the note mentioned here.

2. The endpoints provided by WinCC are listed by using the “GetEndpoints” button.

3. In the case of a successful or failed connection establishment, a message is

output each time that outputs the status of the connection. This appears as popup window.

Note For the first connection establishment the unencrypted transmission (none) should be selected, since the encrypted connection only works after certificate exchange that is still to follow.

If your operating system does not permit unencrypted connections, this endpoint cannot be shown. First of all, continue with chapter “2.7 Certificate exchange” in order to configure a data exchange via a certified connection.

4. Depending on desired function go to the “ReadWrite” or “Subscribe” Excel sheet.

5. Enter the NamespaceIndex, the IdentifierType and the Identifier in the appropriate field of the function selected by you, called “Node ID”.

Note In WinCC, the node ID parameters for the UA server are automatically assigned for the tags. The NamespaceIndex is 1, the IdentifierType is a string and the Identifier is made up of “t|” + “tag name”.

Example: For the process value prompt level: ns=1; s=t|Level

6. You can carry out the different actions, after entering the Node ID and confirming the appropriate buttons.

Result

You have successfully managed to read out and change values of WinCC Runtime via the Excel client.

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CAUTION Avoid unauthenticated access!

The unencrypted connection should only be used for test purposes. For security reasons, it is recommended to disable the unencrypted connection on the WinCC OPC UA server.

To do this, the OPC UA XML of the WinCC project has to be adapted. Instructions on how to perform the adjustment can be found in the manual in chapter 6.10.10.2 at the following link https://support.industry.siemens.com/cs/ww/en/view/109736225.

Important: The changes only become effective after restarting the server computer.

The data exchange between server and client is now only possible again after successful certificate exchange as described in the following chapter.

2.7 Certificate exchange of encrypted communication

The OPC UA Excel client can also access the WinCC OPC UA server via encrypted connections. Possible encryption types are Basic128Rsa15 and Basic256. In order to access the server via to these endpoints, a certificate transfer has to be made.

How to realize this transfer is described in the following instruction.

7. Navigate to the folder on the server PC in which the refused certificates of WinCC are stored. You are in path “C:\Program Files (x86)\Siemens\WinCC\opc\UAServer\PKI\CA\rejected\certs”.

Note After the first connection attempt the certificate is created on server via an encrypted endpoint of the client and is stored in the rejected\cert folder.

8. Cut out the certificate with the name “UA Client 1500[…]”.

9. Add the certificate in the folder in which WinCC stores the trustworthy certificates. They are located in the path “C:\Program Files (x86)\Siemens\WinCC\opc\UAServer\PKI\CA\certs”

Note The manual exchange of certificates guarantees that only trustworthy clients can exchange data with the server.

Result:

You have successfully performed the certificate transfer and you can now access the WinCC server from the encrypted connections of the Excel client.

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3 Appendix

3.1 Service and Support

Industry Online Support

Do you have any questions or need support?

Siemens Industry Online Support offers access to our entire service and support know-how as well as to our services.

Siemens Industry Online Support is the central address for information on our products, solutions and services.

Product information, manuals, downloads, FAQs and application examples – all information is accessible with just a few mouse clicks at https://support.industry.siemens.com

Technical Support

Siemens Industry's Technical Support offers quick and competent support regarding all technical queries with numerous tailor-made offers – from basic support right up to individual support contracts.

Please address your requests to the Technical Support via the web form: www.siemens.en/industry/supportrequest

SITRAIN – Training for Industry

With our globally available training courses for our products and solutions and using innovative teaching methods, we help you achieve your goals.

More information on the training courses offered as well as on locations and dates is available at: www.siemens.en/sitrain

Note Basics are explained in the SITRAIN course “SIMATIC WinCC, System Course”.

SIMATIC WinCC, Systemkurs (de)

SIMATIC WinCC, System Course (en)

Topics on communication and OPC using WinCC V7 as well as many other topics are explained in the course “SIMATIC WinCC, advanced course”.

SIMATIC WinCC, Aufbaukurs (de)

SIMATIC WinCC, advanced course (en)

Service offer

Our service offer comprises, among other things, the following services:

Product Training

Plant Data Services

Spare Parts Services

Repair Services

On Site and Maintenance Services

Retrofit and Modernization Services

Service Programs and Agreements

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Detailed information on our service offer is available in the Service Catalog: https://support.industry.siemens.com/cs/sc

Industry Online Support app

Thanks to the "Siemens Industry Online Support" app, you will get optimum support even when you are on the move. The app is available for Apple iOS, Android and Windows Phone: https://support.industry.siemens.com/cs/ww/en/sc/2067

3.2 Links and literature

Table 3-1

No. Topic

\1\ Siemens Industry Online Support

https://support.industry.siemens.com

\2\ Link to the entry page of the application example

https://support.industry.siemens.com/cs/ww/en/view/109752976

\3\ Compatibility tool https://www.siemens.en/compatool

\4\ SIMATIC WinCC, Systemkurs https://www.sitrain-learning.siemens.com/DE/de/product/chapter/QAJ857V/course/4102607/description.do?hash=70ed32afecd3c67038578705e4f37c1c

\5\ OPC UA .NET Client for the SIMATIC S7-1500 OPC UA Server https://support.industry.siemens.com/cs/ww/en/view/109737901

\6\ SIMATIC WinCC, System Course https://www.sitrain-learning.siemens.com/DE/en/product/chapter/QAJ857V/course/4102608/description.do?hash=edfd73c2d6d9671c5c03b013f7fde363

\7\ SIMATIC WinCC, Aufbaukurs https://www.sitrain-learning.siemens.com/DE/de/product/chapter/QAJ857V/course/4102612/description.do?hash=9e224570ae6603baa50da8cbb5b1a9ab

\8\ SIMATIC WinCC, advanced course https://www.sitrain-learning.siemens.com/DE/en/product/chapter/QAJ857V/course/4102613/description.do?hash=03ddf8bfcd25d620b76bfb1b7069ca5f

\9\ System manual: WinCC V7.4 SP1: General information and installation https://support.industry.siemens.com/cs/ww/en/view/109746335

\10\ System manual: WinCC V7.4 SP1: Communication https://support.industry.siemens.com/cs/ww/en/view/109746339

3.3 Change documentation

Table 3-2

Version Date Modification

V1.0 02/2018 First version