Check/transfer project - Back up/Upload retentive data - Upload/upgrade firmware
Contents

1.General

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

1.1.Messages

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

1.2.Transfer via the network

The settings for transferring data from Expert to the HS/FS via LAN/Internet connection are specified in this mask.

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.
In the state of delivery the HS/FS has the IP address 192.168.0.11

Transfer data unencrypted

If this option is activated, the following transfer is made unencrypted, i.e. via the specified HTTP port.
The configured port is automatically displayed for the transfer type in question in Local address and Different address.

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 saves the user name and password permanently. This data is proposed when the program is restarted.

1.3.Transfer via USB stick

Firmware and projects can be transferred to the HS/FS using a USB memory stick. There are two ways of transferring the data via a USB stick:
  • "To USB device": The data is written directly to the inserted USB stick. To do this, the USB stick must be prepared: See Preparing a USB stick as of version 4.9.
    The USB stick must be inserted into the computer before opening the mask.
    Select the USB stick via the pull-down menu.
    When creating the USB memory, either the firmware or the project is written to the USB memory stick. It is not possible to write both at the same time.
  • "As a file": The upload.hs file is created. This file must then be copied to the main directory on a prepared USB stick.
    Then insert the USB stick into the HS4/FS4 and start the device. If version 4.9 is not found on the HS4/FS4, the BIOS (see below) must be configured for this. The HS/FS emits six beeps to signal that the process has finished.
    Remove the USB stick and wait for the device to restart, or restart the device manually.

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: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 the 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.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 graphic files (Designs, Symbols, Visualisation, etc.) and settings
  • All directories and files located in "[EXP]\hsupload" if they are selected for 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. The retentive data is backed up first.

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.

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, the project from which the data originates must still be 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, the function for uploading the retentive data via Expert does not work because the data uploaded via HS/FS Expert is overwritten by the data read out by the FTP server when subsequently starting up the HS/FS!

4.Firmware

4.1.Upload firmware

4.1.1.General information

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

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

4.1.2.Conditions

  • If less than 20 MB of free main memory is available on the HS/FS, 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.

4.2.Upgrade or update of the firmware

To upgrade or update the firmware, proceed as follows:
  1. Make a note of the currently and already installed firmware (the information can be found, for example, in the Debug page under System/Version).
  2. Back up the retentive memory (in the Expert software under "[HomeServer|FacilityServer]/Save retentive memory").
  3. Archive the current project (in the Expert software under "File/Archive").
  4. Install the new Expert software.
  5. Import the archived project (in the Expert software under "File/Import project").
  6. Install the new firmware (in the Expert software under "[HomeServer|FacilityServer]/Upload firmware").
  7. Transfer the current project in its entirety to the HS/FS (in the Expert software under "[HomeServer|FacilityServer]/Transfer project"). For this, select the option "Images+Data+Voice Messages".
  8. 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 v4.7 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.

4.3.Firmware upgrade to version 4.9

HS4/FS4 can be used with firmware version 4.9.
Predecessor HS/FS models cannot be used with this.

Important: Back up the retentive data before transferring the firmware!

The new firmware can be installed on the HS/FS in two ways:

4.3.1.Via Experte 4.9

Menu item: HomeServer/Upload firmware/Via network
At least one firmware 4.5R is expected on the HS/FS.
The retentive data and the certificates are applied in the process.
The project must then be transferred together with Expert 4.9.

4.3.2.Via USB stick

To do this, the USB stick must be prepared: See below Preparing a USB stick as of version 4.9

After creating the USB memory, the current firmware is copied to the USB memory stick.
Menu item: Expert 4.9/HomeServer/Upload firmware/Via USB stick.
The prepared USB stick must be inserted in the computer.
Important: If an earlier version than 4.9. is on the HS/FS, the checkmark next to "Reset device to factory settings" must be selected.
If the HS/FS is to be set to the default delivery state 4.9, the checkmark next to "Reset device to factory settings" must be selected.
With the factory settings, the HS/FS has the IP address 192.168.0.11, user "admin" and password "admin".
After copying the firmware, eject the USB stick in Windows Explorer or use the "Eject USB device" option.
Important: Always check the Explorer to ensure that the USB device has been ejected. It may be necessary to disconnect it from the computer using the Windows "Eject" command!

Insert the USB stick into the HS/FS.

To perform the firmware upgrade via a USB stick, the HS/FS must be prepared to "Boot from USB":
  • Connect the keyboard and monitor to the HS/FS.
  • Switch on the HS/FS.
  • Open the BIO settings during the boot process using the "DEL key".
  • Change the following settings in the "boot" tab:
    • Enable "Prefer USB Boot"
    • Enable "Boot Removable Media"
    • Choose "Save & Exit" to save the settings.
 
The HS/FS now boots from the USB stick and repartitions the flash drive.

The adjustments in the BIOS are not necessary if the system was previously converted to 4.9 via LAN.

Important: The HS/FS data is not backed up using this procedure!

The HS/FS emits six beeps to signal that the process has finished.
Remove the USB stick and wait for the device to restart, or restart the device manually.

The HS/FS can be accessed at the IP address 192.168.0.11, user "admin" and password "admin".

The project must then be transferred together with Expert 4.9.

4.4.Factory reset to version 4.8 using USB stick

A HS/FS can only be set to version 4.8 using a USB memory stick.
This factory reset only works with HS4/FS4. No specific firmware version is required.
Predecessor HS/FS models cannot be used with this.

Important: Back up the retentive data before transferring the firmware!

All data on the HS4/FS4 is lost during the transfer.
The USB stick must be prepared as described in Preparing a USB stick as of version 4.9. A different ISO file hs-downgrade.iso must be used. You can find this file under C:\Program Files (x86)\Gira\HS+FS\HS+FS Experte 4.9\firmware\usb\
The further process is the same as that described in Firmware upgrade to version 4.9.
Afterwards, a project must be transferred using Expert 4.8.

Note: This does not change the BIOS settings.

5.Preparing a USB stick as of version 4.9

You can use any program to write ISO files to a USB stick. The program must be able to create bootable USB flash drives.

The Rufus 3.4 Portable program has been tested:

https://rufus.ie/
https://github.com/pbatard/rufus/releases/download/v3.4/rufus-3.4p.exe

Copy the program to any directory.
Insert the USB stick into the drive; minimum size 2 GB
  1. Start program rufus-3.4p.exe
  2. Select the USB stick in the "Drive" field of the Rufus program.
  3. Select the ISO image hs.iso supplied using [SELECTION]: You can find this under C:\Program Files (x86)\Gira\HS+FS\HS+FS Experte 4.9\firmware\usb\
  4. Accept the proposed settings.
  5. Press [START] to start the write process
    A message appears here: "Download required"; the program automatically runs a "syslinux" update ("idlinux.sys" and idlinux.bss").
    The download must be carried out by selecting "Yes".
  6. Exit the program upon completion of the write process.
  7. The firmware file must now be written to the USB stick: See Firmware upgrade to version 4.9 or Transfer project via USB stick