Expert - Check/transfer project - Back up/Upload retentive data

1.General

The Transfer mask is largely identical for the three processes described in the following. For this reason, this general part is described first, then the specific properties of the individual transfers are described.

1.1.Transfer via the network

Local address

The IP address of the HS/FS assigned in the project is used here. The IP address is specified in the Master data/Project/Network mask.

Remote access

This option is used if the HS/FS can be reached via a static IP address or a fixed name (e.g. via www.dyndns.org). The address displayed and used here is entered in Master data/Project/Project settings.

Different address

With this option the HS/FS can be addressed directly via the name or IP address for the configuration. In addition, the IP port must also be entered here. The IP port is recorded under Master data/Project/Project settings.

Examples:

192.168.0.11
hsfs.example.net

The settings for the network are made in Master data/Project/Network.
The IP address of the HS/FS upon delivery is 192.168.0.11

User name

The HS/FS expert logs into the HS/FS with this user name. The user must have administrator rights.

Password/PIN

The HS/FS Expert logs into the HS/FS with this password/PIN.

Save password

The HS/FS Expert permanently saves the user name and password. This data is proposed when the program is restarted.

Messages

Status, warning and error messages for the transfer process are output here.

2.Project

2.1.Check project

The project is only checked. The messages on checking are displayed in the message area at the lower edge of the HS/FS Expert window.

2.2.Transfer project/Transfer project (without scan)

The HS/FS is not given its functionality until a project is transferred: The project data must be transferred to the HS/FS for this purpose. The HS/FS can be configured locally or remotely. The data can be transferred in the following ways:

Transfer via a network connection (LAN, Internet or direct dial-in via ISDN)
Transfer via the serial port (COM port)

Entering data for login is described in the General chapter.

2.2.1.Differences when transferring with/without scan

If the project is transferred in Transfer (without scan) mode, the communication objects are not read out from the KNX devices when starting the HS/FS. This setting is retained until transfer is carried out again with scan (Transfer mode). The project setting of the individual communication objects in the Query during starting field remains unaffected.

2.3.Additional transfer type: Via serial port

The transfer via the serial port is only possible during the start-up phase of the HS/FS. In the process, the start-up PC establishes a connection to the HS/FS via the COM port.
During operation, the transfer is only possible via the network!

Procedure (Important: follow the sequence exactly!):

Switch off the HS/FS
Connect the HS/FS and the start-up PC using the cable provided
Start the transfer in the HS/FS Expert
Switch the HS/FS on

The data transfer begins after a short time.

Serial port

The number of the COM port is entered here (e.g. 1 or 2).

Note

The "HS/FS Expert" uses the following parameters:

115000 bits per second
8 data bits
no parity
1 stop bit
Hardware protocol

The transfer parameters do not usually have to be set for the start-up PC.
If there are problems with the transfer, however, we recommend switching on the FIFO. Both the setting and the transfer parameters can be changed in the system settings of the PC.

2.4.Transfer mode

A project transfer can be carried out in the following modes:

Transfer images+data+voice messages
Transfer data
Restart only

Note

Prior to the shutdown of the HS/FS, saving of the data to retentive memory is triggered. After shutdown the data is read out from there again.

Transfer images+data+voice messages

The following is transferred:

The entire project data
All graphics files (Designs, Symbols, Visualisation, etc.) and settings
All directories and files located in "[EXP]\hsupload" if they are selected for the transfer. (See Project settings -> Interface)
[EXP]: Path for the HS/FS Expert directory.
The files required for certificate management.
All QuadConfig data

This mode must be used under the following circumstances:

Before the first data transfer or before calling the user interface for the first time
After changing graphics files
After creating new symbols and optical modules
After assigning other/new designs
After changes in the QuadConfig
After changing / adding / deleting files in "[EXP]\hsupload" or one of its subdirectories.
[EXP]: Path for the HS/FS Expert directory.

Transfer data

Only the project data is transferred. This mode must be used after each change in the project.

Restart only

This option triggers restarting of the HS/FS. No transfer of the project data takes place.

Delete retentive memory

When this option is activated, the data is not written to the retentive memory before shutdown of the HS/FS. Instead, the retentive memory is deleted!

Important

Please note that when the retentive memory is deleted, all configuration data entered by the user in the QuadClient, e.g. a user password which differs from the one defined in the QCConfig, the administrator password or plug-in configurations are also deleted!

Delete certificates

When this action is activated, all the certificates on the HS/FS are deleted and created again in accordance with the procedure described here.

3.Retentive memory

3.1.Back up retentive memory

The retentive data of the HS/FS is backed up with this mask. The data from the memory space with the data saved last is always backed up. Always also back up the HS project (see Archive project) in addition to the retentive data. The retentive data can only be restored with the related project. The user must have administration rights.

Important

If you use an ISDN connection, the backup does not work!

Save under the following file name

The entire retentive data is saved in this file. The file extension is .dat.

3.2.Upload retentive memory

Retentive data can be loaded into the HS/FS again with this program item. When doing so, it is necessary that the project from which the data originates is still operating on the HS. Otherwise, the saved data cannot be assigned in the project. It is lost in the process. The HS is automatically restarted after uploading. During upload, the memory space with the older data is overwritten by the uploaded retentive data!

Note

If you reprogram the HS/FS and want to import backed up retentive data afterwards, always use the Delete retentive memory option when transferring the project!

Select retentive memory file

The contents of the file specified here are loaded into the HS/FS. The file extension is .dat.

Important

If an FTP backup server is active in the project via which the retentive data saved externally via FTP is read in again, uploading the retentive data via Expert does not work because the data uploaded via Expert is overwritten by the data read out by the FTP server when subsequently starting up the HS/FS.
Pure backup of the retentive data via FTP is, however, unproblematic!

4.Firmware

4.1.Upload firmware

4.1.1.General information

New firmware can be uploaded on the HS/FS over the network with this program item. The general mode of operation is the same as when transferring a project.

Note that the version of the firmware currently installed on the HS/FS must already support this functionality. (Version 2.4 and higher)
Note that only one correct version of the hardware for the hardware in question is used for a transfer.

Note

A serial transfer is possible with the FW Update (fwupdate.exe) tool!

4.1.2.Conditions

If less than 20 MB of free main memory is available on the HS/FS, then the firmware cannot be transferred via LAN!
The user used for the transfer must have administrator rights. This is checked by the firmware before each transfer.

Note

For serial transfer, the [EXP]\firmware directory contains both the FW Update tool for serial transfer and, in the subdirectories, the firmware versions for the various HS/FS types.
[EXP]: Path for the HS/FS Expert directory.

4.2.Upgrade or update the firmware

To upgrade or update the firmware, proceed as follows:

Make a note of the currently and already installed firmware (the information can be found, for example, in the Debug page under System/Version).
Back up the retentive memory (in the Expert software to "[HomeServer|FacilityServer]/Back up retentive memory").
Archive the current project (in the Expert software under "File/Archive").
Install the new Expert software.
Import the archived project (in the Expert software under "File/Import project").
Install the new firmware (in the Expert software under "[HomeServer|FacilityServer]/Upload firmware").
Transfer the current project in its entirety to the HS/FS (in the Expert software under "[HomeServer|FacilityServer]/Transfer project"). To do so, select the "Images+Data+Voice Messages" option.
Check the retentive data on the HS/FS. The retentive data is automatically copied during upgrade or update.

Note

The firmware upgrade/update is not complete until start-up of the HS/FS. This state is signalled with a triple dual tone.

Do not cancel the upgrade/update process before the triple dual tone has sounded!

If the upgrade/update of the firmware is successfully completed, you have to transfer the current project again to the HS/FS via the Expert software (see point 7). Only then will the device work properly.

Only use the Expert software offered for the firmware and the corresponding client!

4.2.1.First upgrade to firmware with version 4.7 or higher

On the first upgrade of the firmware from a version lower than 4.7 to version 4.7 or higher, a certificate is automatically created by the HS/FS for the first HTTPS port in a way that corresponds to the option "with IP address as CN". 443 is set as the port.