PCS7 Long-Term Archiving: StoragePlus vs CAS vs Process Historian

David Krause13 min read
SCADA ConfigurationSiemensTechnical Reference
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Overview: PCS7 Long-Term Archiving Options

Siemens SIMATIC PCS 7 provides three distinct mechanisms for moving process values, messages, and audit-trail data out of the live WinCC Runtime databases and onto durable, queryable media. They are not interchangeable:

  • StoragePlus — bundled viewer and offline archive management add-on for the OS server or a standalone station.
  • CAS (Central Archive Server) — a dedicated redundant pair that aggregates archives from one or more OS servers and serves a seamless online/offline view to every client on the plant network.
  • Process Historian (PH) — the strategic, SQL-based replacement for CAS introduced with PCS 7 V8.0. Adds high-performance bulk query, data-mining APIs, and native Microsoft Reporting Services integration.

All three sit behind the WinCC/PCS 7 OS server — they do not replace the standard cyclic and acyclic archives that the OS server maintains in memory and on local disk. They consume segments that the OS server flushes from its Tag Logging / Alarm Logging runtime databases, so they inherit the same tag model, time stamping, and compression behavior configured in the OS project.

Architectural rule: A tag can only be archived once. If a tag is enabled in OS Server Tag Logging it is available to StoragePlus, CAS, and PH downstream. There is no separate configuration to "send to historian" beyond segment forwarding.

StoragePlus — Technical Details

StoragePlus (Siemens article ID 6ES7658-1.../2..., WinCC option V6.0+) is the smallest of the three options. It consists of two components:

  1. StoragePlus Server service running on the OS server (or on a dedicated station) that exports completed WinCC segments to removable or networked storage.
  2. StoragePlus Viewer — an add-in to WinCC Explorer / WinCC Runtime that lets an operator transparently query both the online segment buffer and the exported (offline) segments.

Export targets supported:

  • Tape (LTO via Windows Removable Storage Service — requires a 3rd-party RSM provider)
  • DVD / Blu-ray (via Windows IMAPI)
  • Network shares (SMB / CIFS)
  • External USB / RDX cartridges

What StoragePlus does NOT do:

  • No aggregation of multiple OS servers.
  • No SQL interface — data is read via the proprietary StoragePlus viewer only.
  • No native report generation beyond standard WinCC report designer output.
  • No redundant pair — single-instance service.

Typical sizing: One StoragePlus instance per OS server. Disk footprint equals sum of all segments exported plus ~5 % index overhead. Export cadence is configurable per segment (commonly daily or weekly). Segments are typically 500 MB to 2 GB each; smaller segments reduce data-loss exposure on crash but increase index size.

Central Archive Server (CAS) — Technical Details

CAS is the historical workhorse for PCS 7 V6 through V7.1. It is built from two Windows services that must be installed on a separate, dedicated server pair:

Service Executable Function
CAS Server CCArchiveServer.exe Receives segment streams from one or more OS servers and writes to its own archive database on local/SAN storage.
CAS Viewer / Connector CCArchiveViewer.exe Client-side add-in providing a unified online/offline query pane.
CAS Backup service CCArchiveBackup.exe Schedules automated backup of CAS segments to tape/network drive (functionally identical to StoragePlus backup but operating on the aggregated data set).

Redundancy: CAS is licensed and deployed as a redundant pair (master + standby). The standby uses a Microsoft SQL Server log-shipping style mechanism; failover is automatic but not seamless for active client queries — clients must reconnect.

Reporting: CAS exposes a proprietary, C/C++ based API (the "CAS-ODK") and a COM interface. There is no native ODBC/SQL view of process data. Reporting is performed through:

  • Crystal Reports via the CAS-ODK bridge (legacy, but commonly deployed).
  • Custom C#/.NET applications using the CAS-COM wrapper.
  • CSV export of selected tag ranges.

Limits to consider: CAS performance degrades noticeably above ~50,000 archived tags per server and ~5 years of online retention. The proprietary file format also makes forensic / regulatory exports (FDA 21 CFR Part 11, EMA Annex 11) more onerous than the SQL-backed PH.

Process Historian (PH) — Technical Details

SIMATIC Process Historian was introduced in PCS 7 V8.0 as the strategic replacement for CAS. Available under the catalog number 6ES7652-1... (PH Server) and 6ES7652-1...-... (PH Redundancy option), it ships with the following components:

  • PH Server service (PHServer.exe) backed by Microsoft SQL Server 2008 R2 / 2012 / 2014 / 2016 / 2019 (depending on PH version) using a tuned schema optimized for time-series insertion.
  • PH Connector on each OS server — replaces the older CAS Connector and pushes completed segments to PH in compressed batches.
  • PH OPC UA Server — exposes historical data over OPC UA HDA (Historical Access) so third-party dashboards, Energy Manager PRO, and MindSphere can consume it.
  • PH Information Server (separate license, optional) — web-based reporting portal built on Microsoft Reporting Services (SSRS).

Hardware baseline (PH Server, V9.0/V9.1):

Resource Minimum Recommended for >100 k tags
CPU 4 vCPU 8–16 vCPU, Intel Xeon E5 or newer
RAM 16 GB 64–128 GB
SQL data volume 500 GB RAID 10 2–8 TB RAID 10, SSD tier recommended
Network 1 Gbit/s 10 Gbit/s dedicated historian VLAN
OS Windows Server 2012 R2 Windows Server 2019 / 2022

Performance envelope: With appropriate sizing the PH is rated for >500,000 process values/s ingestion and queries returning 30-day aggregates across 1 million tags in under 5 s — roughly an order of magnitude over CAS. The PH also supports tag compression on insert (swung-gate / minmax), which CAS does not.

Reporting integration: Because PH data lives in SQL Server, any tool that can talk ODBC/JDBC/OLE DB can read it — without a proprietary bridge:

  • Microsoft SSRS via the bundled Information Server add-on.
  • Power BI (DirectQuery against the PH SQL schema).
  • SAP BW/4HANA via the BAPI / RFC connector.
  • Simatic IT Historian (for MES/ERP integration — significantly more costly).

Feature Comparison

Capability StoragePlus CAS Process Historian
Minimum PCS 7 version V6.0 V6.0 V8.0 (PH 2014 with V8.1; PH 2019 with V9.0)
Aggregates multiple OS servers No (per-server) Yes (1 server or pair) Yes (unlimited OS servers)
Redundant pair No Yes (license required) Yes (license required)
Online/offline transparent query Yes (via Viewer) Yes (via CAS Viewer) Yes (WinCC Trend/Table + OPC UA HDA)
SQL / ODBC access No No (CAS-ODK only) Yes (native SQL Server)
Built-in reporting Standard WinCC only Crystal Reports via ODK Information Server (SSRS)
Data mining / ad hoc query No Limited (via ODK) Yes (T-SQL, SSRS, Power BI)
External MES / ERP integration No Limited (CAS-ODK) Yes (OPC UA HDA, BAPI, SIMATIC IT)
Typical installed cost (relative) 1× ~3× ~4–5× (incl. SQL CALs)
21 CFR Part 11 ready out of the box Manual procedures Manual procedures Yes (with PH 2014 SP3 or later audit-trail feature)

Architectural Topology

The three options are not strictly mutually exclusive at the OS-server level, but in practice you deploy exactly one. The diagram below shows the recommended placement relative to a redundant OS server pair.

OS Server (Master) Tag Logging Alarm Logging OS Server (Standby) Tag Logging Alarm Logging StoragePlus Per-server export Tape / DVD / NAS CAS Pair Master + Standby Proprietary DB Process Historian SQL Server + OPC UA Information Server Client Stations WinCC Clients Information Server (web) SSRS / Power BI MES / ERP / SAP BW Query via OPC UA HDA, SQL, or ODK bridge -- - legacy / archival ——— live query

Selection Criteria

Use the matrix below as a field-proven decision shortcut:

If your project looks like… Choose Reason
Single OS server, ≤ 5 000 tags, no reporting beyond standard WinCC StoragePlus Lowest cost; meets regulatory "durable archive" requirement with removable media.
Multiple OS servers, ≤ 50 000 tags, regulatory archives only CAS Aggregated query pane, mature backup scheduler.
Multiple OS servers, ≥ 50 000 tags, ad-hoc reporting, MES/ERP feed Process Historian SQL access, OPC UA HDA, >10× CAS performance.
PCS 7 V7.0 / V7.1, brownfield, large historical reporting CAS (keep) PH requires V8.0+; migration cost > benefit in late-life plant.
Pharma / 21 CFR Part 11, greenfield Process Historian 2014 SP3 or later Native audit trail, electronic signatures, validated install package.
Greenfield with planned MindSphere / IIoT connection Process Historian + MindSphere Native OPC UA HDA → MindSphere connector; avoid intermediate CAS layer.
Migration caveat: Siemens does not provide a direct CAS → PH data migration tool. If you switch historians you must either keep the CAS online in read-only mode for the duration of the regulatory retention period, or export the CAS archives via CSV and re-import them into PH. Plan 6–12 months of overlap.

Licensing and Version Compatibility

Product Catalog prefix Required PCS 7 SQL Server Notes
StoragePlus 6ES7658-1 V6.0 SP3+ n/a Per OS server license.
CAS Server 6ES7652-0 V6.0+ n/a (proprietary) Pair license is 2× single.
PH 2014 6ES7652-1AX0x V8.0 SP1 / V8.1 / V8.2 SQL Server 2008 R2 / 2012 First release with Information Server.
PH 2019 / V9 6ES7652-1CX0x V9.0 / V9.1 SQL Server 2016 / 2019 Adds OPC UA HDA, enhanced compression.
Information Server 6ES7652-3 Matches PH version SSRS bundled Web-based reporting; per-named-user or concurrent.
Simatic IT Historian 6ES7820-0 Independent SQL Enterprise MES/ERP-grade; ~10× cost of PH; rarely used outside pharma & F&B.

License keys are delivered as .zip Wibu-Sentinel containers and activated via the Automation License Manager (ALM). Counted licenses: each OS server needs one Connector license; the PH/CAS server itself needs one Server license; reporting clients need Information Server named-user or concurrent licenses.

Commissioning — Process Historian Quick Procedure

  1. Install Windows Server 2019 on a dedicated VM or physical machine. Join the same domain as the OS servers.
  2. Install Microsoft SQL Server 2019 Standard (or Enterprise for > 128 GB RAM). Set the SQL service account to a domain user with "Log on as service" rights.
  3. Mount the SIMATIC PCS 7 V9.1 installation medium, run SIMATIC PCS 7 Setup → Process Historian. Choose single server or redundant pair.
  4. After install, start the PH Configuration Console. The wizard creates the PH database (PHDB) on the local SQL instance, sets recovery model to SIMPLE, and configures file growth at 1 GB increments on a dedicated LUN.
  5. On each OS server, install the PH Connector package. In WinCC Explorer, open Computer → Properties → Process Historian and enter the PH server name(s) plus the SQL login configured in step 4.
  6. In the OS project, open Tag Logging → Archives → Properties → Process Historian. Enable Forward to PH per archive. Default transfer trigger: 50 % segment fill or 24 h, whichever comes first.
  7. Rebuild the OS server; restart the CCArchiveServer (replaced by PHConnector) and the PHServer services.
  8. Validate ingestion with the SQL query:
    SELECT TOP 50 [TagName], [Timestamp], [Value], [Quality]
    FROM PHDB.dbo.Archive
    WHERE [TagName] LIKE '%FLOW%'
    ORDER BY [Timestamp] DESC;
  9. Install Information Server on a separate web front-end (or co-located), point it to the PH SQL instance, and publish the first SSRS report from the template library.

Commissioning — StoragePlus Quick Procedure

  1. On the OS server, run SIMATIC Setup → Options → StoragePlus.
  2. Launch StoragePlus Configurator from WinCC Explorer. Define at least one target (e.g., \\BACKUP01\Historian$) and one schedule (e.g., daily 02:00, retain 30 days online).
  3. Map each archive to the target. Set minimum segment age to 24 h to avoid exporting an active segment.
  4. Install the StoragePlus Viewer on every client that needs historical access. The viewer transparently merges online and offline data.
  5. Test restore: pick an exported segment in the viewer, export to CSV, validate against the live archive for a known time window.

Verification Checks

Check Tool Pass criterion
OS segment → PH arrival latency SQL: SELECT DATEDIFF(ss,SourceTime,InsertTime) FROM PHDB.dbo.Archive < 300 s (typically < 30 s on 1 GbE)
Segment completeness PH Admin Console → Diagnostics → Segment status 0 segments in Open state > 1 h
StoragePlus export success Configurator → Last run log 0 errors, 0 skipped segments in last 7 d
Redundancy failover (PH) Stop PHServer on master, watch standby promotion Promotion < 60 s; clients reconnect within 5 min
OPC UA HDA endpoint UA Expert client Browse to opc.tcp://<ph>:4880; ReadHistorical returns rows for a known tag.
Information Server render Browser → http://<is>/ReportServer Default "Daily Average" report renders < 10 s with 30-day range.

Troubleshooting Matrix

Symptom Likely cause Diagnostic Remedy
OS segments accumulate, never reach PH PH Connector not started or wrong SQL login eventvwr → PHConnector; check SQL log for failed logins Restart PHConnector; verify SQL login in PHConnectorCfg.xml.
PH query returns empty for a known good tag Tag not enabled for Forward to PH, or archive name mismatch WinCC Explorer → Tag Logging → archive mapping Enable forwarding and OS rebuild.
StoragePlus export fails with "access denied" SMB share permissions or service account issue Run cmd /c dir \\target\share as the StoragePlus service account Grant Modify to the service account; check NTFS vs share permissions.
CAS Viewer shows "archive not found" for online data CAS Connector on OS server stopped or wrong server name CCArchiveServer.exe status Re-enter CAS server name in OS project; rebuild + restart.
Information Server SSRS report returns 500 PH SQL login lacks db_datareader on PHDB SSRS log → ReportingServicesService.log Grant db_datareader; restart SSRS service.
OPC UA HDA returns Bad_OutOfService PH OPC UA Server not enabled or certificate rejected UA Expert certificate folder Enable OPC UA HDA endpoint in PH config; trust client certificate on PH server.
PH disk full within weeks of deployment Compression disabled or archive size set too large PH Admin → Storage → per-archive settings Enable swing-gate compression; review segment size (default 500 MB).
CAS → PH migration loses time-stamped messages CSV export not preserving alarm state transitions Compare CAS alarm log vs PH AlarmArchive row count Re-export alarm ranges; use the AlarmSyncTool from Siemens support.

Field-Proven Caveats

  • Tag count ≠ throughput. PH performance is dominated by the number of changes per second, not the number of configured tags. A 100 k tag plant with 1 k changing tags is trivial; a 10 k tag plant with 90 k changing tags is hard.
  • Anti-virus exclusions: Always exclude the PH data directory, the SQL .mdf/.ldf paths, and the WinCC project paths from real-time AV scanning. Microsoft SQL Server and the PH services have known issues when AV intercepts segment writes.
  • Time sync: All OS servers, the PH server, and any Information Server must be on the same NTP source with < 100 ms skew. PH uses the SQL server time for the InsertTime column, not the source OS server time.
  • Backup interaction: A PH database that is part of a SQL AlwaysOn AG cannot use the standard PH backup routine — coordinate with the DBA team and use COPY_ONLY backups or secondary replica snapshots.
  • Memory-mapped WinCC segments: Never copy or move a still-open *.ldf segment file in Tag Logging. StoragePlus correctly waits for segment close, but manual file copies can corrupt the segment index.

Related Documentation

What is the difference between PCS 7 StoragePlus and Process Historian?

StoragePlus is a per-OS-server export and viewer option that moves completed WinCC segments to tape, DVD, or network drives but exposes only the StoragePlus Viewer for queries — no SQL access, no aggregation of multiple servers. Process Historian (PH, from PCS 7 V8.0 onward) is a centralized SQL-Server-backed repository that aggregates segments from many OS servers and exposes them through OPC UA HDA, T-SQL, and the Information Server for SSRS-based reporting.

When should I still use CAS instead of Process Historian?

Use CAS only when you are on PCS 7 V7.0 or V7.1 with large existing data-archive and reporting requirements that cannot justify a V8.0+ upgrade, or in brownfield sites where a PH migration cost outweighs the SQL/reporting benefit. For all new installations on V8.0 or later, Siemens recommends Process Historian.

Can StoragePlus and Process Historian coexist on the same OS server?

Technically yes — they consume different downstream paths — but it is rarely deployed. StoragePlus writes to removable media for compliance retention while PH holds the live long-term database. This dual configuration is only seen in pharma where the offline copy must be physically separated from the online SQL database.

What SQL Server version is required for Process Historian 2019 (V9)?

Process Historian 2019 / V9 supports Microsoft SQL Server 2016 SP2 and SQL Server 2019 Standard or Enterprise. SQL Server Express is not supported because of the 10 GB database size cap, which is exceeded by even a small plant within weeks.

How is Process Historian licensed?

PH is licensed per OS-server Connector (one license per OS server that forwards data) plus one PH Server license (or pair license for redundant deployment). Information Server is licensed separately, either per named user or per concurrent user. License keys are Wibu-Sentinel containers activated through the Automation License Manager.

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