IM01R01A20-01E
Contents
1. ccceeeeeeeeeeeeeee 4 4 E Synchronizing Devices with HART Device Tag Display Format 4 2 E Synchronizing Devices in STARDOM Upstream Project 4 3 7 0 0 121010 ad App 1 ROTOS oia A iii App 1 IM 01R01A20 01E lt A Symbol Marks in the User s Manual gt A 1 A Symbol Marks in the User s Manual The symbol marks appearing in the user s manual have the following meanings A WARNING Indicates a potentially hazardous situation which if not avoided could result in death or serious injury A CAUTION Indicates a potentially hazardous situation which if not avoided may result in minor or moderate injury It may also be used to alert against unsafe practices A IMPORTANT Indicates that operating the hardware or software in this manner may damage it or lead to system failure A NOTE Draws attention to information essential for understanding the operation and features TIP This symbol indicates information important to understanding the operations and functions SEE ALSO This symbol indicates items to be referred to If the reference target is indicated in green the reference target item can be accessed If the reference target is indicated in black the reference target item cannot be accessed IM 01R01A20 01E lt 1 Overview gt 1 1 1 Overview PRM Synchronization Tool realizes device information exchange between FieldMate and Plant Resource Manager PRM The consolidated database ma2. e Selected Devices to display selected devices for Restore SEE ALSO For Search please see Searching for a device in 3 4 Performing advanced configurations and searching devices S PRM Synchronization maok Restore Devices Class View B Plant view ES Network View Moa E Search Selected Devices o oerna teare Yap DYF e a R1 04 O On Service e D E Spare Y 2 5945430006D0000607 DY FFO1 Step 8 Y 2 5945430006D0000612 DY FFO2 O Out Of Service EJA 2 D BA R203 O On Service a E E Spare 594543000310014234 PT1001 2 594543000310014222 PT1002 594543000310014235 EJA FF04 O Out Of Service Step 9 EX YTA320 A eg enana Vm A Figure3 3 030303E ai PRM Synchronization Tool window Restore activity IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 4 8 In the right pane click the check boxes corresponding to the devices you want to include in the activity A check mark appears on the top of the device tag to indicate that the device is selected Device tags that appear in blue indicate that the device was included in the list of the previous data transfer Device layout displayed in the right pane is not always identical to the ones in PRM TIP To view selected devices select Selected Devices to view them This will display all sele
3. Server was defined in PRM Setup Tool Click OK to start PRM Synchronization Tool In the Welcome dialog box click Restore Devices This closes the Welcome dialog box and displays the PRM Synchronization Tool window To skip showing the Welcome dialog box click Do not show this again to display the check mark The Welcome dialog box will not appear the next time you start PRM Synchronization Tool To enable Welcome dialog box click Do not show this again to remove the check mark The Welcome dialog box will now appear every time you start PRM Synchronization Tool Aside from the Welcome dialog box you can also select an activity from the toolbar or the Action menu Welcome Welcome to PRM Synchronization To start off please select an activity a Synchronize Devices Select to synchronize devices between FieldMate and PRM databases Backup Devices Select to backup devices from FieldMate to PRM database Restore Devices Select to restore devices from PRM database into FieldMate Close 030302E ai Figure3 2 Welcome dialog box IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 3 7 Selecta PRM Device Navigator option e Plant View to display Plant view in the right pane e Network View to display Network view in the right pane e Class View to display Class view in the right pane e Custom View to display Custom view in the right pane e Search to perform a search
4. device tags shown in FieldMate However if the HART Device Tag Display Format of the device in the database does not match the mode of the other side then the synchronization of the device is prohibited Table 4 3 Sample case with different device setting mode PRM devices F FieldMate devices Current mode Tag Descriptor Operation and Outcome Current mode Tag Descriptor EJX006 Prohibit Restore Not exist Registered mode Tag Not exist Prohibit Backup EJA007 lt Registered mode Tag EJX002 Prohibit Sync EJX002 PIPE01 Registered mode Tag Registered mode Tag Descriptor Sync OK EJA003 PIPE02 Sync OK EJA003 Registered mode Tag Descriptor Registered mode Tag Prohibit Sync IM 01R01A20 01E TIP lt 4 Device Tag Extension Mode gt E Synchronizing Devices in STARDOM Upstream Project The followings describes sample case and operation work flow only for STARDOM user In STARDOM upstream project the synchronization between PRM and FieldMate works except the project name portion of the extended device tag Project name is ignored Table 4 4 Sample case with project setting mode PRM devices Current mode Tag Descriptor Project Name Operation and Outcome FieldMate devices Current mode Tag Descriptor Not exist EJA005 PIPE02 Backup as EJAO05 PIPE02 Backup Cl Registered mode Tag Descriptor EJX004 PIPE0O2_WELLO1 Restore OK Not
5. functional AXF Verification data is not supported e EDDL data Device Tag Extension Mode including Long Tag and AXF Verification data are fully supported Bold line is recommended version combination between PRM and FieldMate IM 01R01A20 01E lt 2 Operation Preparation gt 2 2 N NOTE PRM Synchronization Tool is included in the FieldMate R1 03 R2 01 or later It will be installed simultaneously E Create a PRM user account with the correct privilege e Create PRM user account e Apply the Update PRM Synchronization Tool privilege on your PRM user account SEE ALSO For details please see IM 33Y05Q10 11E Plant Resource Manager Reference E Establish connection to the PRM network Use Ethernet to connect the PC where FieldMate was installed to the PRM network which includes the PRM server and the PRM client The connection needs to be established to allow FieldMate to communicate with PRM s database N NOTE Before connecting to the PRM network make sure that the computer where FieldMate was installed is adequately protected against security threats Ensure that the latest security patches are installed and an antivirus program is running Connect PRM and FieldMate on the network with security such as firewall These measures prevent computers in the network to be compromised IM 01R01A20 01E lt 2 Operation Preparation gt 2 3 E Define PRM Server to connect to Use FieldMate s PRM Setup Tool to sp
6. lt gt FieldMate 1 030301E ai Figure3 1 PRM Synchronization Tool process flow 1 Initial Registration Device registration and data update can be executed for the devices which are not been registered in PRM N NOTE Use an Ethernet cable to connect the computer where FieldMate was installed to the PRM network e Close other FieldMate applications before starting the PRM Synchronization Tool Other FieldMate applications cannot be used at the same time with PRM Synchronization Tool e Before the data transfer process PRM Synchronization Tool adjusts FieldMate s time settings to follow PRM Server s time settings During the data transfer process devices that are not selected will not be affected IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 2 3 1 Restoring device information from PRM to FieldMate Select the Restore activity to transfer data records from PRM to FieldMate This enables users to refer to previous data when performing on site device tuning using FieldMate E To restore device information 1 TIP On your desktop select Start gt All Programs gt YOKOGAWA FieldMate gt Tools gt PRM Synchronization Tool The PRM Login dialog box appears Enter or select a User Name from the User Name drop down list Enter your password Select the name of the PRM Server you want to use in the Server Set drop down list Server Set only appears if more than one PRM
7. the previous data transfer will remain in the same view and folder E To synchronize device information 1 On your desktop select Start gt All Programs gt YOKOGAWA FieldMate gt Tools gt PRM Synchronization Tool The PRM Login dialog box appears Enter or select a User Name from the User Name drop down list Enter your password 4 Select the name of the PRM Server you want to use from the Server Set drop down list Server Set only appears if more than one PRM Server was defined in PRM Setup Tool Click OK to start PRM Synchronization Tool 6 Inthe Welcome dialog box click Synchronize Devices This closes the Welcome dialog box and displays the PRM Synchronization Tool window TIP Aside from the Welcome dialog box you can also select an activity from the toolbar or the Action menu 7 Select a FieldMate Device Navigator option e All to display all FieldMate devices in the right pane e Favorites to display favorite devices in the right pane Search to perform a search e Selected Devices to display selected devices for synchronization SEE ALSO For Favorites please see Device Navigator in IM 01R01A01 01E FieldMate Versatile Device Management Wizard For Search please see Searching for a device in 3 4 Performing advanced configurations and searching devices IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 10 PRM Synchronizat
8. 1 Appendix References 1 FieldMate Versatile Device Management Wizard IM 01R01A01 01E IM 01R01A20 01E Revision Information e Title FieldMate PRM Synchronization Tool e Manual No IM 01R01A20 01E Revision No Revised Date Major Changes 1st Edition April 2008 Newly published 2nd Edition January 2009 FieldMate R2 01 3rd Edition April 2009 FieldMate R2 01 10 4th Edition June 2010 FieldMate R2 02 5th Edition February 2011 FieldMate R2 03 6th Edition September 2011 FieldMate R2 04 7th Edition August 2012 FieldMate R2 05 8th Edition May 2013 FieldMate R2 06 9th Edition October 2014 FieldMate R3 01 IM 01R01A20 01E
9. S eeceeceeeeeeeeeeeeeeeeeneeeeeeeeeeneeeeeeeeeeeneeeneee 3 5 3 2 Backing up device information from FieldMate to PRM ssssssseneeneees 3 6 E To back up device information cc cccecceeeseeeeeeeeeneeeeeceeeeeeeseaeeesuseesiseetaes 3 6 E Handling overwrite MESSAGES 0 0 ceceseeeeeeeteeeeeeeseeeteeeteeeteeeseeeeeaeseaeeeaeeaas 3 8 3 3 Synchronizing device information between PRM and FieldMate 3 9 E To synchronize device information cceceeceeeeeeeeeeeeeeeseeeeeeeeeeeeneeeneeeees 3 9 E Handling conflict MESSAGES ce eee ee eee eeeeeeeeeeeeeeaeeeeeteeteeseetineeaeeas 3 11 3 4 Performing advanced configurations and searching devices 3 12 E Performing advanced configurations ceeceeeeeeeeeeeeeeeeeeeeeretereeteeeeeeas 3 12 O FISTO Beare nes ec pe era nu aee RE adi ao 3 13 O MEMO isa nee Ade O 3 14 e Documenta ia ee eee cae 3 15 O Parameter SetS oononnininnnnnnnnnnnccnncnnncnr nn nn nn nrnn cnn rr 3 15 O DIM data nio it 3 17 BM Searchingfora device ota toa o aa a oe case 3 18 Media No IM 01R01A20 01E CD 9th Edition Oct 31 2014 KP IM 01R01A20 01E All Rights Reserved Copyright 2008 Yokogawa Electric Corporation 4 Device Tag Extension Mode ooomncocccccococcnococcnononenancnnnannnnnnonenanoncnnnannnnnos 4 1 E Outline of PRM FieldMate synchronization compatibilities 4 1 E Preconditions for PRM FieldMate Synchronization
10. Table 1 1 PRM FieldMate Object data Before FieldMate R2 06 FieldMate R3 01 PRM Synchronization Device details Device status History Memo AXF Verification date Attachment Memo AXF Verification date Sticky Note Images Memo Parameter All Parameters ZERO Adjustment Parameters Documents Attachment Document Link Documents tee is oo Attachment PM Data R a oo DTM data Attachment DTM Data DTM data TIP Bee data are synchronized however these are attached in Memo and cannot be viewed in IM 01R01A20 01E lt 2 Operation Preparation gt 2 1 2 Operation Preparation This chapter describes the operation preparation before starting PRM Synchronization Tool E Software operation condition PRM R3 02 or later FieldMate R1 03 or later Since the new functionality support on PRM and FieldMate needs to be considered such as new DD Menu for e EDDL and Device Tag Extension Mode the compatibility between different versions of PRM and FieldMate is shown as below PRM R3 01 or earlier and FieldMate R1 02 or earlier are excluded because PRM FieldMate Synchronization function is not supported Table 2 1 Version compatibility between PRM and FieldMate FieldMate R2 02 R2 03 R2 04 R2 05 R2 06 R3 01 Full support Limited Limited Limited Limited based on synchronization synchronization synchronization synchronization FieldMa
11. User s Pela Manual PRM PRM Synchronization Tool IM 01R01A20 01E vigilantplant YOKOGAWA 4 IM 01R01A20 01E f h Editi Yokogawa Electric Corporation dis Toc 1 PRM Synchronization Tool IM 01R01A20 01E 9th Edition CONTENTS A Symbol Marks in the User s Manual ccccsssecsseeeeseeeeeseeeeseeeeeeneeees A 1 1 OVC A 1 1 E System Configuration 2 25 00 asi nail nein alate 1 1 BH PRM Synchronization Tool activities ce ceceeeeeeeeeeeeeeeeeeeeeeeeeeteneeeeeeenes 1 1 e Device for Tools 1 2 e Supported communication protocol cccccceeeceeeeeeeeeeeeeseeesneeesaees 1 2 A iid ieineienenesie 1 2 y Datafor ee E E aida 1 2 DEVICES Dali AAA 1 2 2 Operation Preparation ooooncoconononcccnnnoncnennnnnncncnnnanncncnnnnnnencnnnnnnrnnnanennenns 2 1 M Software operation CONdItION ooonnocinnidinnndnnnnininnnnnnccnnncccnnnccnnncnnanrnnnnnnnnno 2 1 E Create a PRM user account with the correct privilege o ou 2 2 E Establish connection to the PRM NnetWworK eessesesssesesrseresnsenesnsrnesnsenennaenens 2 2 E Define PRM Server to CONNECE O iiioioiiiiioniciiaiiciaricrcia diiniita 2 3 3 PRM Synchronization Tool Start cccccsseeseeeeseeeeeeeeeeeseeeeeeeeeeeeseeneneees 3 1 3 1 Restoring device information from PRM to FieldMate moococooooo 3 2 E JO restore device INTOMMAUON sextcsetvenecsetventveed ceneeett cee Ri ann 3 2 E Handling overwrite MESSAGE
12. alues is effective when Vendor Model Device Revision Communication Type is selected in Look In to assist user to search available values If necessary select a logical operator from the Logic drop down list e Ifseveral conditions are specified refer to example below Bracket comes before and after OR logic For example 1 AND 2 OR 3AND 4 AND 5 OR 6 means that 1 AND 2 OR 3AND 4 AND 5 OR 6 Click Add to insert the search criteria Click Search to start the search based on the search criteria The search output will be displayed at the bottom of the right pane Select devices from the search result To select devices select the check box next to the device tag A check mark appears to indicate that the device is selected e To add other search criteria enter a new keyword and then click Add e Click Delete to remove the search criteria e Click Change to apply updates e Click Reset to clear both the list and search results IM 01R01A20 01E lt 4 Device Tag Extension Mode gt 4 1 A Device Tag Extension Mode E Outline of PRM FieldMate synchronization compatibilities Devices with extended device tag are recognized and handled according to HART Device Tag Display Format such as Tag Descriptor or Descriptor or Message on both PRM and FieldMate sides On PRM R3 03 or later and FieldMate R2 01 10 or later the extended device tag generated as the result of HART Device Tag Display Format i
13. ces in the right pane Favorites to display favorite devices in the right pane Search to perform a search Selected Devices to display selected devices for synchronization SEE ALSO For Favorites please see Device Navigator in IM 01R01A01 01E FieldMate Versatile Device Management Wizard For Search please see Searching for a device in 3 4 Performing advanced configurations and searching devices PRM Synchronization File Action all FieldMate Device V Device Tag 4 Device Id Device Tag Comment B All FT DUPTAGOG 9401000438 DUPTAGO6 E 1 Favorite Bic n Step 7 a Saah EJA V2 37042449FI Selected Devices i YEWFLO PEI EN TAG 000 NEW CM 121 PT2001 594543000CJ0002589 Ber1oo1 5945430001J0009183 CV1001 Step 8 Step 9 selected devices current devices in Field Mate 6 300 TA Start Backup Step 10 030305E ai Figure3 5 PRM Synchronization Tool window Backup activity 8 Inthe right pane click the check boxes corresponding to the devices you want to include in the activity Acheck mark appears on the top of the device tag to indicate that the device is selected TIP To view selected devices select Selected Devices to view them This will display all selected devices in the right pane e To view devices marked as favorite select Favorites This will display all favorite devices in the right pane The Favorite option a
14. chronize or Backup activity To search for devices select Search This displays the Search pane where you can enter the search keyword in Values and then click Search 9 Click Advanced Configurations if you want to change device data options This opens the Advanced Configurations dialog box SEE ALSO For Advanced Configurations instructions please see Using Advanced Configurations in 3 4 Performing advanced configurations and searching devices 10 Click Start Synchronizing The Synchronizing Devices in Progress dialog box appears to display the activity progress When you start the activity a dialog box appears to display the activity progress Click Show Details to display the activity details Activity details are categorized according to type date time and remarks IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 11 TIP You can also stop the activity at any point in time To stop the activity click Stop in the Synchronize Devices in Progress dialog box When an activity is stopped the process is halted but the information that was processed before stopping the activity will not be reverted 11 When the activity is finished click Close E Handling conflict messages During the synchronization activity the Conflict Message dialog box appears when the device information from FieldMate is older than the device information in PRM or when both PRM and FieldMa
15. cted devices in the right pane To search for devices select Search This displays the Search pane where you can enter the search keyword in Values and then click Search A NOTE The number of selected and current devices in FieldMate should not exceed 500 The total number of selected and current FieldMate devices is displayed at the bottom of the right pane 9 Click Advanced Configurations if you want to change device data options This opens the Advanced Configurations dialog box SEE ALSO For Advanced Configurations instructions please see Using Advanced Configurations in 3 4 Performing advanced configurations and searching devices 10 Click Start Restore The Restore Devices in Progress dialog box appears to display the activity progress When you start the activity a dialog box appears to display the activity progress Click Show Details to display the activity details Activity details are categorized according to type date time and remarks TIP For Advanced Configurations instructions please see Using Advanced Configurations in 3 4 Performing advanced configurations and searching devices 11 When the activity is finished click Close IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 5 E Handling overwrite messages During the Restore activity the Overwriting Message dialog box appears when the device information from FieldMate is
16. different from the device information in PRM This dialog box enables you to select the overwrite rule Table3 1 Situations that trigger the Overwriting Message PRM Timestamp FieldMate Timestamp Result Same Same None Newer Older Overwriting Message appears Older Newer Overwriting Message appears Overwriting message ES Gi FieldMate database contains a newer Devicelnfo for FT1001 Would you like to overwrite A DeviceInfo in FM Database Modified 2008 03 26 10 32 44 With this one 2 DeviceInfo in PRM Database Modified 2008 03 26 10 29 36 Yesto all No No to All Stop 030304E ai Figure3 4 Overwriting Message dialog box Click on the buttons corresponding to the following options e Yes to overwrite FieldMate data with PRM data for the current device e Yes to All to overwrite FieldMate data with PRM data for all devices e No to discard PRM data and retain FieldMate data for the current device No to All to discard PRM data and retain FieldMate data for all devices e Stop to stop the activity N NOTE If an option is not selected within 30 minutes the data transfer will skip the affected device and proceed with the transfer for the remaining devices IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 6 3 2 Backing up device information from FieldMate to PRM After performing device tuning using FieldMate select the Backup activity to transfer d
17. ecify the PRM Server where FieldMate will connect to To specify the PRM server set in PRM Setup Tool Set Program Access and Defaults To Me OTM Setup 3 internet A Export FieldMate Info Internet Explorer E mail Microsoft Office Outi Provisioning Device Tool K Software Download for FOUNDATION fieldbus All Programs 020201E ai Figure2 1 PRM Setup Tool Start 1 On your desktop select Start gt All Programs gt YOKOGAWVA FieldMate gt Tools gt PRM Setup This starts PRM Setup Tool 2 Select a connection type e Select Use One PRM Server to enter one PRM Server e Select Use Multiple PRM Servers to specify multiple servers To add a server click Add This opens the Connection dialog box where you can enter the Server Set and the PRM Server Click OK to close the Connection dialog box 3 Click Apply 4 From the menu bar select File gt Exit to close PRM Setup Tool IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 1 3 PRM Synchronization Tool start This chapter provides detailed steps on how to use the Restore Backup and Synchronize activities The figure below displays a comprehensive view of the PRM Synchronization Tool process flow Operation Preparation e Create PRM User account e Define PRM Server connection Network connect SYNC Tool Start e Select activity Backup Restore Synchronization PRM lt FieldMate PRM gt FieldMate PRM
18. emo History Parameter Set DTM Data PT1001 Auto Selection Select PRM Sets By Latest Dated Do not Archive set and latest dated set DY FFO1 c 1001 EJ4 FFO4 EJX FFOZ O Manual Selection EJX FFO4 PT2001 Reason KLMOZ DY FFOZ lpr1002 lasc TAG EJX H03 Only 5 DTM Data sets can be selected 030311E ai Figure3 11 Advanced Configurations dialog box DTM Data tab To select DTM data sets select the DTM Data check box under Data Options A check mark appears and the options in the DTM Data tab are enabled SEE ALSO For selecting DTM data sets instructions please see Parameter sets in Performing advanced configurations IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 18 EH Searching for a device The Device Navigator provides a search facility to help you look for devices Look In Criteria Device Id v Match Categories Operator Values rr Device Tag Device ID Device Tag Comment 030312E ai Figure3 12 Search pane To use search 1 2 3 4 Select Search from the Device Navigator The Search pane appears In the Search pane select a category from the Look In drop down list Select the search criteria from the Criteria drop down list Enter the search keyword in Values or select a recently used keyword from the drop down list button next to V
19. emo tab are enabled The options in the tabs are only enabled after you select the corresponding Data Options check box Enter the number of memos to be included from 1 to 1000 Click OK to apply and save the settings Click Cancel to revert to the previous configuration settings Click Default to use the Advanced configurations default settings IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 15 e Documents Documents for all devices can be included in the data transfer FieldMate can support an unlimited number of documents To select documents you can follow these steps 1 Under Data Options select the Documents check box A check mark appears and all documents are included in the transfer 2 Click OK to apply and save the settings e Click Cancel to revert to the previous configuration settings e Click Default to use the Advanced configurations default settings o Parameter sets You can configure the parameter set for each selected device FieldMate can support up to five parameter sets for each device When this limit is reached FieldMate will automatically overwrite the oldest parameter set You can select parameter sets either automatically or manually In the Synchronize activity both PRM and FieldMate parameter sets can be manually selected In the Restore activity only PRM parameter sets can be manually selected Advanced Configuration Selected Devices Data Options De
20. eter set that has been assigned with the Do not Archive set Archive key The latest dated set Selects the latest parameter set regardless of the assignment of the Do not Archive key e Click Manual Selection and then manually select the parameter sets to be included in the activity You can select up to five parameter sets 4 Click OK to apply and save the settings e Click Cancel to revert to the previous configuration settings e Click Default to use the Advanced configurations default settings SEE ALSO For Do not Archive key please see Performing device parameter adjustment in A6 IM 33Y05Q10 11E Plant Resource Manager Reference IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 17 e DTM data The method for selecting DTM data is identical to the method for selecting parameter sets You can configure the DTM data set for each selected device FieldMate can only support up to five DTM data sets for each device When this limit is reached FieldMate will automatically overwrite the oldest DTM data set You can select DTM data sets either automatically or manually In the Synchronize activity both PRM and FieldMate DTM data sets can be manually selected In the Restore activity only PRM DTM data sets can be manually selected Advanced Configuration Selected Devices Data Options pcsiio Lanmen Document History DTM Data TT1001 TT1001 Memo Parameter Set TT10016 DY HO3 M
21. evice information from FieldMate to PRM This feature enables FieldMate to make full use of the larger capacity of PRM to store device information Before proceeding with the activity you can enable an option to delete selected devices in FieldMate after the data transfer Newly imported devices in PRM appear in the Spare folder of Plant view in the respective protocol folder in Network view and under the actual class of the device in Class view Devices that were included in the previous data transfer will remain in the same view and folder E To back up device information 1 On your desktop select Start gt All Programs gt YOKOGAWA FieldMate gt Tools gt PRM Synchronization Tool The PRM Login dialog box appears Enter or select a User Name from the User Name drop down list Enter your password Select the name of the PRM Server you want to use in the Server Set drop down list Server Set only appears if more than one PRM Server was defined in PRM Setup Tool Click OK to start PRM Synchronization Tool 6 Inthe Welcome dialog box click Backup Devices This closes the Welcome dialog box and displays the PRM Synchronization Tool window TIP Aside from the Welcome dialog box you can also select an activity from the toolbar or the Action menu IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 7 7 Select a FieldMate Device Navigator option All to display all FieldMate devi
22. exist Registered mode Restored as EJX004 PIPE02 Tag Descriptor Project Name EJA001 PIPEO1_WELLO1 Sync OK EJA001 PIPEO1 Registered mode Registered mode Tag Descriptor Project Name Sync OK Tag Descriptor In STARDOM upstream project since the devices imported from FieldMate do not contain device path information it is also expected that the device tags of the imported devices do not contain the project name and the device tags can be updated with the project name only after Plug amp Play If the device has been synchronized before renaming the device tag on one side will still update the device tag on the other side properly after synchronization The same behavior can be expected for the other way around Table 4 5 Sample operation flow with project setting mode PRM FieldMate Step Procedure Current mode Direction Current mode Outcome Tag Descriptor Project Name Tag Descriptor Before Sync EJX004 PIPE02_WELL01 Not exist 2 Restore device EJX004 PIPE02_WELLO1 EJX004 PIPEO2 Device is restored to FieldMate p without the project name portion 3 Rename the EJX004 PIPE02_WELL01 EJX004 PIPE02 Device is renamed device tag on l on FieldMate FieldMate EJX001 PIPE01 4 Synchronize EJX004 PIPE02_WELL01 EJX001 PIPE01 device back to PRM 5 After Sync EJX001 PIPE01_WELL01 EJX001 PIPEO1 Device is updated in PRM while keeping the project name portion IM 01R01A20 01E App
23. ion PRM ServerSet CPC402 3698 PRM User ID ADMINISTRATOR File E 17 Favorites E Search Selected Devices Synchronize Devices all Device Tag Device Id Device Tag Comment DY FFO2 5945430006D0000612 DY FFO2 HST DY HO3 370B47E3EB DY HO3 HORT EDA V2 37042489FB EJX FFOZ 594543000CJI0000081 EJX FFOZ EJX FFO4 594543000CJ0000132 EJX FFO4 RART EIX HO3 37510F57E9 EJX HO3 PT1001 5945430003J0014234 PT1001 PT1002 5945430003J0014222 PT1002 8 PT2001 594543000CJI0002589 HT TAG 37510F5488 TAG 000 NEW CM 1169 FT TAG 001 NEW CM 1229 TT1001 594543000550013829 TT1001 HIRT YE WFLO NEW CM 1172 HART YEWFLO NEW CM 1172 TH HAAN ra 1 iv v v ra 1 No of selected devices in Field Mate 13 z PA 4 Start Synchronizing 10 030306E ai Figure3 6 PRM Synchronization Tool window Synchronize activity 8 TIP In the right pane click the check boxes corresponding to the devices you want to include in the synchronization A check mark appears on the top of the device tag to indicate that the device is selected To view selected devices select Selected Devices to view them This will display all selected devices in the right pane To view Favorite devices select Favorites This will display all favorite devices in the right pane The Favorite option appears when you are viewing devices from the FieldMate database during the Syn
24. n PRM are recognized and fully supported by FieldMate and vice versa N NOTE When it is enabled settings must be exactly the same on both sides Otherwise PRM FieldMate Synchronization displays an error message and exit However FieldMate does not recognize the Device Tag Extension mode for STARDOM Project Name Support as described example in the following sheet E Preconditions for PRM FieldMate Synchronization This table summarizes the conditions where PRM FieldMate Synchronization are allowed Device Tag Extension mode for STARDOM Project Name Support is ignored when FieldMate synchronizes with PRM Table 4 1 Preconditions for PRM FieldMate Synchronization FieldMate R2 02 Device Tag Extension Fieldmate pata Mode R2 01 10 R2 02 R2 03 R2 04 R2 05 R2 04 FieldMate R2 06 R3 01 R2 05 R1 03 R2 06 R2 01 00 R3 01 Eo HART Device HART Device Tag Display Format Tag Display Tag Name g E Support Format Tag De scriptor Descriptor Message Long Tag PRM R3 02 y x PRM R3 03 Off Tag y x PRM R3 04 F PRM R3 05 Tag Descriptor x x Descriptor x x Message x x On Tag x Tag Descriptor x x Descriptor x x Message x x PRM R3 05 Off Long Tag x y PRM R3 10 On Note PRM R3 11 PRM R3 12 W Synchronization is effective x Synchronization is not effective Note When Long Tag is specified for HART6 7 devices setting of HART5 devices follows the bold li
25. nagement in PRM is provided by utilizing field device information implemented and acquired by FieldMate EH System Configuration The followings displays sample system configuration PRM Ethernet Control station be 12330 DP FieldMate Field device SS eS 010101E ai Figure1 1 Establish the connection between FieldMate and the PRM network Firewall E PRM Synchronization Tool activities PRM Synchronization Tool can perform the following activities e Restore activity Select this activity to transfer data records from PRM to FieldMate This enables users to refer to previous data when performing on site device tuning using FieldMate e Backup activity After performing device tuning using FieldMate select this activity to store the FieldMate data to PRM for storage e Synchronize activity Automatically updates information between PRM and FieldMate based on new records IM 01R01A20 01E lt 1 Overview gt 1 2 E Device for Tool e Supported communication protocol FOUNDATION fieldbus HART BRAIN e Devices Devices registered in FieldMate Devices registered in PRM E Data for Tool The following data are object of Synchronization Tool e Devices data N NOTE Descriptions of Device maintenance Information in R2 06 or before are different form the ones in R3 01 In this User s Manual descriptions above are based on R2 06 or before When R3 01 is used please refer to Table 1 1
26. ne of individual Device Tag Extension Mode shown above IM 01R01A20 01E lt 4 Device Tag Extension Mode gt 4 2 E Synchronizing Devices with HART Device Tag Display Format The same Device Tag Extension Mode needs to be set on PRM and FieldMate Even if the user renames the device tag on one side it is updated to the other side after the synchronization as long as the HART Device Tag Display Format of the device is consistent with the HART Device Tag Display Format on the other side Sample case is shown as below if HART Device Tag Display Format is set to Tag Descriptor and all the devices in the database are registered or updated with the same mode then the following outcomes can be expected Table 4 2 Sample case with same setting mode PRM devices Operation and Outcome FieldMate devices Current mode Current mode Tag Descriptor p Tag Descriptor EJX004 PIPE02 Restore OK Not exist Registered mode Tag Descriptor gt Not exist Backup OK EJA005 PIPE02 I Registered mode Tag Descriptor EJA001 PIPE01 Sync OK EJA001 PIPE01 Registered mode Tag Descriptor Registered mode Tag Descriptor Sync OK Registering devices using PRM FieldMate Synchronization means that the devices do not exist in PRM database originally and the devices are imported from FieldMate In HART Device Tag Display Format is enabled it can be expected that the device tags of the devices imported to PRM do match the
27. nfiguration All devices needed Images Parameter Documents Attachment Documents All devices No configuration All devices Parameter sets D ta sets All or each device nesd d All or each device Attachment No configuration DTM data DTM Data DTM data All or each device needed All or each device The following table provides the default settings for Advanced Configurations Table3 5 Advanced Configurations default settings Before Data PRM Data FieldMate R3 01 Default settings History messages for the last 14 days History History Data items include Maintenance alarm Device Event Device Configuration and Operation Log Maximum of 1000 messages Attachment Memo Memo Sticky Note Memo 100 Memos Images Parameter Documents ecient Documents Included No configuration is necessary Document Link P Attachment PM Parameter Auto Selection with the The latest dated Do not Archive set arameter sets Data sets and the latest dated set option Attachment Auto Selection with the The latest dated Do not Archive set DTM data DTM Data DIM data and the latest dated de IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 13 N NOTE On the first time you open PRM Synchronization Tool it uses the default Advanced Configuration settings However when you apply changes in the Advanced Configuration dialog box PRM Synchronization Tool will save
28. ppears when you are viewing devices from the FieldMate database during the Synchronize or Backup activity e To search for devices select Search This displays the Search pane where you can enter the search keyword in Values and then click Search IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 8 9 Click the Delete selected devices from FieldMate after Backup Activity check box if you want to delete the devices in FieldMate after the activity 10 Click Start Backup The Backup Devices in Progress dialog box appears to display the activity progress When you start the activity a dialog box appears to display the activity progress Click Show Details to display the activity details Activity details are categorized according to type date time and remarks TIP You can also stop the activity at any point in time To stop the activity click Stop from the Backup Devices in Progress dialog box When an activity is stopped the process is halted but the information that was processed before stopping the activity will not be reverted 11 When the activity is finished click Close E Handling overwrite messages During the Backup activity the Overwriting Message dialog box appears when the device information from FieldMate is different from the device information in PRM This dialog box enables you to select the overwrite rule Table3 2 Situations that trigger the Ove
29. ptions select the History check box A check mark appears and the options in the History tab are enabled The options in the tabs are only enabled after you select the corresponding Data Options check box 2 Select a date range by either entering the number of days or by selecting specific dates using the From and To buttons The maximum number of days is 14 3 Under Items Selection select the messages you want to include IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 14 4 Under Limit specify the number of messages to include The maximum is 1000 messages 5 Click OK to apply and save the settings e Click Cancel to revert to the previous configuration settings e Click Default to use the Advanced configurations default settings e Memo You can include a maximum of 1000 memos during data transfer Both approved and unapproved memos will be transferred from PRM to FieldMate Memos that are transferred from FieldMate to PRM will be created as unapproved memos Advanced Configuration TT1 TT1001 TT10016 TT10016 DY H03 DY H03 i History Parameter Set DTM Data PT1001 PT1001 DY FF01 DY FF01 cyino cv100 Se SEM Maximum number of memo EJA FFO4 EJA FFO4 EJX FF02 EJX FF02 EJX FF04 EJX H03 030309E ai Figure3 9 Advanced Configurations dialog box Memo tab To select memo 1 Under Data Options select the Memo check box A check mark appears and the options in the M
30. ronization Tool includes advanced configurations and search options E Performing advanced configurations The Advanced Configurations option appears in the Synchronize and Restore activities This dialog box allows you to select the data to be included in the data transfer During the data transfer device details and device status are automatically included Other data such as history messages memos documents parameter sets and DTM data can be included or removed manually from the transfer When you include maintenance data like history messages memos and documents in the data transfer PRM Synchronization Tool will transfer this information for all selected devices On the other hand you can configure Parameter sets and DTM data for each selected device The following table summarizes the device data that can or cannot be configured for each activity Table3 4 Device data configuration for each activity Before Data PRM FieldMate R2 06 Data FieldMate R3 01 Restore Backup Synchronize Device details Device details Automatically Automatically Automatically Document Link Attachment PM Parameter needed No configuration included included included Device sistus Davies Statue Automatically Automatically Automatically included included included P No configuration History History All devices neaded All devices Attachment Memo i Memo Sticky Note Memo All devices No co
31. rwriting Message PRM Timestamp FieldMate Timestamp Result Same Same None Newer Older Overwriting Message appears Older Newer Automatic overwrite SEE ALSO For handling overwrite prompts please see Handling overwrite messages in 3 1 Transferring device information from PRM to FieldMate TIP In the case that the PRM has backed up the Sticky Note Image and Parameter of the FieldMate R3 0 1 file names are as shown here Sticky Note The content of the Sticky Note is shown in the content of the memo FieldMate StickyNote Image The image data is recorded as a Memo attachment file FieldMate Image The file name is the same as that which the user selected for FM Parameter All Zero adjustment parameters This is recorded as a Memo attachment file FieldMate Parameter The file name is applied automatically User Name _ Date Tag Name xml Example DefaultUser_20140701103121 TAG002 xml The information within is the Memo title after the PRM has performed backup IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 9 3 3 Synchronizing device information between PRM and FieldMate Select the Synchronize activity to update information between FieldMate and PRM based on new records Newly imported devices in PRM appear in the Spare folder of Plant view in the respective protocol folder in Network view and under the actual class of the device in Class view Devices that were included in
32. te R1 03 support support support support specification 1 2 3 3 6 3 x6 7 Limited Limited Full support Limited Limited synchronization synchronization based on synchronization synchronization support support FieldMate R2 01 support support 3 3 specification 3 6 3 6 7 4 Limited synchronization support 3 6 Limited synchronization support 3 6 Limited synchronization support 3 6 Limited Limited Limited synchronization synchronization synchronization support support support 3 6 3 6 3 6 1 2 3 4 5 6 T 8 Except e EDDL data and Device Tag Display Extension Mode Handling of e EDDL Data is limited Full support based on FieldMate R2 02 R2 03 R2 04 specification 5 Full support based on FieldMate R2 02 R2 03 R2 04 specification 5 Limited synchronization support 7 Full support based on FieldMate R2 05 R2 06 R3 01 specification 8 Handling of e EDDL Data and Device Tag Extension Mode functionalities are limited Depending on Device Tag Extension Mode setting synchronization is not functional Both e EDDL Data and Device Tag Extension Mode except Long Tag are fully supported by PRM Synchronization tool Both e EDDL Data and Device Tag Extension Mode including Long Tag are fully supported by PRM Synchronization tool When Long Tag is specified synchronization is not
33. te have new information Table3 3 Situations that trigger the Conflict Message PRM Timestamp FieldMate Timestamp Result Same Same None Newer Older Conflict Message appears Older Newer Automatic overwrite from FieldMate to PRM Newer Newer Conflict Message appears Conflict Message G9 A Conflict occurs DeviceInfo for PT2001 Would you like to always overwrite with PRM data O Latest data O FM data Prompt PRM Overwrite FieldMate Modified 11 30 2007 10 08 51 AM gt Y Modified 11 28 2007 3 41 44 PM 030307E ai Figure3 7 Conflict Message dialog box To resolve conflicts click the following options e PRM Data to overwrite FieldMate data with PRM data for all devices e FieldMate Data to overwrite PRM data with FieldMate data for all devices e Latest Data to overwrite FieldMate older data with PRM newer data comparing with the latest Update Date e Prompt to select the overwrite direction for the current device only e Continue to apply the selected conflict resolution and proceed with the synchronization activity e Stop to stop the synchronization activity N NOTE If an option is not selected within 30 minutes the data transfer will skip the affected device and proceed with the transfer for the remaining devices IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 12 Performing advanced configurations and searching devices PRM Synch
34. these settings for reuse in the next operation To use the default Advanced Configurations settings again click Default Also the saved Advanced Configuration setting for Synchronize activity is different from the Advanced Configuration setting for Restore activity Each activity can have different Advanced Configuration settings e History History messages can be included in the data transfer When included you can specify the history message items you want to include Advanced Configuration Selected Devices Data Options SHOWER ES C Document History C DTM Data TT1001 TT1001 C Memo C Parameter Set TT10016 TT1001B DY HO3 Memo History Parameter Set DTM Data PT1001 PT1001 Date Range DY FFO1 DY FFOL Historical messages for past days cv1001 cv 1i001 EJ4 FFO4 EJA FFO4 From 14 Nov 2007 To 14 MNow 2007 EJX FFO2 EJX FFO2 Items Selection EJX FF04 EJX FF04 Maintenance PT2 PT2001 KLMOZ KLMOZ Dal Operation Log DY FF02 DY FFOZ Device Congfiguration C Pas Event PT1002 PT1002 C Device Event C Diagnosis ABC ABC C User Event C system TAG Limit EJX HO3 Maximum number of messages 030308E ai Figure3 8 Advance Configuration dialog box History tab TIP PRM Synchronization Tool can include maintenance alarm messages from PRM but cannot acknowledge or create new messages To select history messages 1 Under Data O
35. vice Tad Tao comment C Document History C DTM Data TT1001 TT1001 Y Memo Parameter Set TT1001B DY H03 Memo History Parameter Set DTM Data PT1001 DY FF01 cyvi1001 EJA FFO4 EJX FFOZ Manual Selection Auto Selection Select PRM Sets By Latest Dated Do not Archive set and latest dated set EJX FFO4 PT2001 Reason KLMOZ DY FFO2 PT1002 ABC TAG EJX HO3 030310E ai Figure3 10 Advanced Configurations dialog box Parameter set tab IM 01R01A20 01E lt 3 PRM Synchronization Tool start gt 3 16 To select parameter sets 1 Under Data Options select the Parameter check box A check mark appears and the options in the Parameter tab are enabled The options in the tabs are only enabled after you select the corresponding Data Options check box Click a Device Tag to select a device Choose a parameter set selection mode e Click Auto Selection and then select one of the drop down list options Table3 6 Auto Selection options Auto Selection options Definition The latest dated Do not Selects the latest parameter set that has been assigned with the Do not Archive set and latest date set Archive key and the latest dated set option If the latest parameter set has been assigned with the Do not Archive key only one parameter set will be selected The latest dated Do not Selects the latest param
Download Pdf Manuals
Related Search