Remote Automation Solutions ROCLINK 800 User manual

Remote Automation Solutions

Part D301250X012

August 2020

ROCLINK

™

800 Configuration Software User

Manual (for ROC800-Series)

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

ii Revised August-2020

System Training

A well-trained workforce is critical to the success of your operation. Knowing how to correctly install,

configure, program, calibrate, and trouble-shoot your Emerson equipment provides your engineers

and technicians with the skills and confidence to optimize your investment. Remote Automation

Solutions offers a variety of ways for your personnel to acquire essential system expertise. Our full-

time professional instructors can conduct classroom training at several of our corporate offices, at

your site, or even at your regional Emerson office. You can also receive the same quality training via

our live, interactive Emerson Virtual Classroom and save on travel costs. For our complete schedule

and further information, contact the Remote Automation Solutions Training Department at 800-338-

8158 or email us at [email protected]

.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Contents iii

Contents

Chapter 1 – Introduction 1-1

1.1 ROCLINK 800 Software Basics ..................................................................................................... 1-1

1.2 Computer Requirements ................................................................................................................ 1-2

1.3 Contacting Technical Support ........................................................................................................ 1-2

1.4 Software Installation ....................................................................................................................... 1-2

1.4.1 Installing ROCLINK 800 under Microsoft Windows 10, Windows 8 or

Windows 7 ........................................................................................................................ 1-3

1.4.2 Un-installing ROCLINK 800 ........................................................................................... 1-26

1.5 Starting ROCLINK 800 Software .................................................................................................. 1-26

1.5.1 Logging On..................................................................................................................... 1-26

1.6 User Interface Basics ................................................................................................................... 1-28

1.6.1 Device Dynamic Interface .............................................................................................. 1-29

1.6.2 Standard Buttons ........................................................................................................... 1-30

1.6.3 Toolbar Buttons .............................................................................................................. 1-31

1.6.4 Configuration Tree Menu ............................................................................................... 1-33

1.6.5 Keystrokes ..................................................................................................................... 1-33

1.6.6 Help System ................................................................................................................... 1-34

1.6.7 Basic Navigation ............................................................................................................ 1-35

1.6.8 Text Boxes ..................................................................................................................... 1-37

Chapter 2 – Device Directory and Device Root 2-1

2.1 Device Directory ............................................................................................................................. 2-1

2.1.1 Communication Parameters Setup Screen ..................................................................... 2-2

2.2 Device Root .................................................................................................................................... 2-4

2.2.1 Backing Up Configurations .............................................................................................. 2-4

2.2.2 Adding a Group ................................................................................................................ 2-5

2.2.3 Deleting a Group .............................................................................................................. 2-5

2.2.4 Adding a Device ............................................................................................................... 2-5

2.2.5 Deleting a Device ............................................................................................................. 2-6

2.2.6 Deleting All Devices ......................................................................................................... 2-6

2.2.7 Renaming a Group or Device .......................................................................................... 2-7

Chapter 3 – Communications and Security 3-1

3.1 Communications............................................................................................................................. 3-1

3.2 ROCLINK 800 Communications .................................................................................................... 3-2

3.2.1 ROCLINK 800 Communications General Tab ................................................................. 3-2

3.2.2 ROCLINK 800 Communications Advanced tab ............................................................... 3-5

3.3 Communication Ports ..................................................................................................................... 3-7

3.4 Configuring Communications Ports................................................................................................ 3-7

3.4.1 Configuring TCP/IP Communications on the Ethernet Port ............................................. 3-8

3.4.2 Comm Ports General Tab .............................................................................................. 3-10

3.4.3 Comm Ports Modem Tab ............................................................................................... 3-12

3.4.4 Comm Ports SRBX Tab ................................................................................................. 3-14

3.4.5 Comm Ports Store & Forward Tab................................................................................. 3-16

3.4.6 Comm Ports Diagnostics Tab ........................................................................................ 3-17

3.5 Connecting to a ROC ................................................................................................................... 3-18

3.5.1 Direct Connect ............................................................................................................... 3-19

3.5.2 Local Port (LOI) .............................................................................................................. 3-20

3.5.3 Connect to a ROC .......................................................................................................... 3-20

3.5.4 Successful Login ............................................................................................................ 3-20

3.5.5 Disconnecting from a ROC ............................................................................................ 3-21

3.6 Troubleshooting Connection Errors ............................................................................................. 3-21

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iv Contents Revised August-2020

3.6.1 Troubleshooting ROCLINK 800 Communications ..........................................................3-22

3.6.2 Troubleshooting TCP/IP Connections ............................................................................3-22

3.7 Security .........................................................................................................................................3-23

3.7.1 ROCLINK 800 Security ...................................................................................................3-23

3.7.2 Device Security ...............................................................................................................3-27

Chapter 4 – The File Menu 4-1

4.1 New Configuration ........................................................................................................................... 4-2

4.1.1 Configuration Checklist ..................................................................................................... 4-2

4.1.2 Duplicating a Configuration ............................................................................................... 4-2

4.1.3 Creating a New Configuration File .................................................................................... 4-3

4.2 Opening a Configuration File .......................................................................................................... 4-5

4.2.1 Configuration Tree Menu .................................................................................................. 4-6

4.2.2 Modifying an Existing Configuration File ........................................................................... 4-7

4.2.3 Adding Modules to an Existing Configuration File (ROC800-Series) ............................... 4-8

4.3 Downloading a Configuration ........................................................................................................4-10

4.4 Saving a ROC User File ................................................................................................................4-12

4.5 Saving a Configuration ..................................................................................................................4-12

4.6 Printing a Configuration .................................................................................................................4-12

4.7 Print ...............................................................................................................................................4-14

4.8 Print Setup ....................................................................................................................................4-14

4.9 Recent Files ..................................................................................................................................4-15

4.10 Close .............................................................................................................................................4-15

4.11 Exit ................................................................................................................................................4-15

Chapter 5 – The View Menu 5-1

5.1 Directory .......................................................................................................................................... 5-2

5.2 EFM Reports ................................................................................................................................... 5-2

5.2.1 Creating the EFM File ....................................................................................................... 5-2

5.2.2 Viewing EFM Reports ....................................................................................................... 5-2

5.3 Calibration Reports ......................................................................................................................... 5-7

5.3.1 Viewing a Calibration Report ............................................................................................ 5-7

5.4 History Logs .................................................................................................................................... 5-8

5.4.1 Viewing Logs from a Device ...........................................................................................5-10

5.4.2 Viewing History Logs from a File ....................................................................................5-11

5.4.3 Plotting History ................................................................................................................5-12

5.4.4 Managing Plotted History ................................................................................................5-13

5.5 Alarm and Events Logs .................................................................................................................5-14

5.5.1 Viewing Alarm Logs ........................................................................................................5-14

5.5.2 Viewing Event Logs ........................................................................................................5-15

5.6 Display Editor ................................................................................................................................5-15

5.7 Display Administrator ....................................................................................................................5-16

5.7.1 Viewing a Custom Display ..............................................................................................5-16

5.7.2 Downloading a Custom Display ......................................................................................5-16

5.7.3 Deleting a Custom Display .............................................................................................5-17

5.8 I/O Monitor ....................................................................................................................................5-18

5.9 Toolbar ..........................................................................................................................................5-20

5.10 Refresh User Program Tree ..........................................................................................................5-20

Chapter 6 – The ROC Menu 6-1

6.1 Direct Connect ................................................................................................................................ 6-1

6.2 Connect/Disconnect ........................................................................................................................ 6-2

6.3 Collect ROC Data ............................................................................................................................ 6-2

6.3.1 Collecting EFM Report Data ............................................................................................. 6-5

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Contents v

6.4 Clock .............................................................................................................................................. 6-7

6.4.1 Daylight Savings Time Tab .............................................................................................. 6-8

6.5 ROC Security ................................................................................................................................. 6-9

6.6 ROC Comm Ports .......................................................................................................................... 6-9

6.7 Configuring Device Information ...................................................................................................... 6-9

6.7.1 General Tab ..................................................................................................................... 6-9

6.7.2 Internet Tab .................................................................................................................... 6-12

6.7.3 Points Tab ...................................................................................................................... 6-14

6.7.4 Other Information Tab .................................................................................................... 6-16

6.7.5 System Configuration Tab ............................................................................................. 6-17

6.7.6 Keypad Display Tab ....................................................................................................... 6-18

6.7.7 Expanded I/O Tab (ROC827) ........................................................................................ 6-19

6.7.8 Module Information Tab ................................................................................................. 6-20

6.7.9 MPU Loading Tab .......................................................................................................... 6-22

6.8 Flags ............................................................................................................................................. 6-24

6.8.1 Flags Tab ....................................................................................................................... 6-24

6.8.2 Returning the Device to Factory Default Settings .......................................................... 6-26

6.8.3 Flags Advanced Tab ...................................................................................................... 6-26

Chapter 7 – The Configure Menu 7-1

7.1 Configuring I/O ............................................................................................................................... 7-2

7.1.1 Analog Input (AI) Configuration........................................................................................ 7-2

7.1.2 Analog Output (AO) Configuration ................................................................................. 7-17

7.1.3 Discrete Input (DI) Configuration ................................................................................... 7-21

7.1.4 Discrete Output (DO) Configuration ............................................................................... 7-26

7.1.5 Discrete Output Relay (DOR) Configuration .................................................................. 7-35

7.1.6 Pulse Input (PI) Configuration ........................................................................................ 7-35

7.1.7 Thermocouple (TC) Input Configuration ........................................................................ 7-42

7.1.8 Resistance Temperature Detector (RTD) Input Configuration ...................................... 7-48

7.1.9 System Analog Input (AI) Configuration ........................................................................ 7-62

7.1.10 Soft Points ...................................................................................................................... 7-67

7.1.11 Multi-Variable Sensor (MVS) Configuration ................................................................... 7-68

7.1.12 HART Input Configuration .............................................................................................. 7-87

7.1.13 Advanced Pulse Module (APM) Configuration ............................................................ 7-101

7.1.14 Alternating Current I/O (ACIO) Configuration .............................................................. 7-120

7.1.15 Virtual Discrete Output (VDO) Configuration ............................................................... 7-132

7.1.16 IEC62591 Module ........................................................................................................ 7-140

7.2 Control Menu .............................................................................................................................. 7-151

7.2.1 FST Registers .............................................................................................................. 7-152

7.2.2 Proportional, Integral, and Derivative (PID) ................................................................. 7-155

7.2.3 Radio Power Control .................................................................................................... 7-166

7.2.4 Sampler/Odorizer ......................................................................................................... 7-169

7.2.5 DS800 Development Suite Software ........................................................................... 7-171

7.3 History Segment Configuration .................................................................................................. 7-173

7.4 History Point Configuration ........................................................................................................ 7-177

7.4.1 History .......................................................................................................................... 7-180

7.4.2 History Wizard .............................................................................................................. 7-184

7.4.3 Undefining a Gas History Point .................................................................................... 7-186

7.5 Opcode Table ............................................................................................................................. 7-186

7.6 Modbus Communications ........................................................................................................... 7-187

7.6.1 Modbus Configuration .................................................................................................. 7-188

7.6.2 Modbus Conversion Codes .......................................................................................... 7-211

7.6.3 Modbus Events and Alarms ......................................................................................... 7-218

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

vi Contents Revised August-2020

Chapter 8 – The Meter Menu 8-1

8.1 Setup ............................................................................................................................................... 8-1

8.1.1 Station Configuration ........................................................................................................ 8-2

8.1.2 Meter Setup Configuration ..............................................................................................8-13

8.2 Meter Calibration Basics ...............................................................................................................8-26

8.2.1 Verifying an Input ............................................................................................................8-28

8.2.2 Calibrating an Input Example ..........................................................................................8-32

8.2.3 Zero Shift/Offset/RTD Bias .............................................................................................8-40

8.3 Meter Values .................................................................................................................................8-45

8.3.1 Meter Values: Values Tab ..............................................................................................8-45

8.3.2 Meter Values: Factors Tab .............................................................................................8-46

8.4 Plate Change ................................................................................................................................8-47

Chapter 9 – The Utilities Menu 9-1

9.1 Update Firmware ............................................................................................................................. 9-2

9.1.1 CPU Firmware Tab ........................................................................................................... 9-2

9.1.2 Additional Update Firmware Tabs .................................................................................... 9-5

9.2 License Key Administrator .............................................................................................................. 9-6

9.2.1 Managing Licenses ........................................................................................................... 9-7

9.3 Converting EFM Report Files .......................................................................................................... 9-9

9.3.1 Flow-Cal (.CFX) Conversions and PGAS Definitions .....................................................9-12

9.3.2 PGAS Conversions .........................................................................................................9-12

9.4 User Program Administrator..........................................................................................................9-21

9.4.1 Downloading a User Program .........................................................................................9-23

9.4.2 MPU Loading Threshold .................................................................................................9-23

9.5 ROCLINK 800 Security .................................................................................................................9-24

9.5.1 Defining Access ..............................................................................................................9-25

9.6 RTD Input Calibration Values .......................................................................................................9-29

9.7 Analog Input (AI) Calibration Values .............................................................................................9-30

9.8 MVS Input Calibration Values .......................................................................................................9-32

9.9 FST Editor .....................................................................................................................................9-33

9.10 Keypad Display Editor ...................................................................................................................9-33

9.10.1 Creating a Keypad Display File ......................................................................................9-34

9.10.2 Editing a Keypad Display File .........................................................................................9-36

9.11 Custom Display Editor ...................................................................................................................9-40

9.12 Custom EFM Report Editor ...........................................................................................................9-41

9.12.1 Viewing Custom EFM Reports ........................................................................................9-42

9.13 Read File from Device ...................................................................................................................9-45

9.14 Communications Monitor ..............................................................................................................9-46

Chapter 10 – The Tools Menu 10-1

10.1 Options ..........................................................................................................................................10-1

Chapter 11 – The Windows Menu 11-1

11.1 Cascade ........................................................................................................................................11-1

11.2 Tile .................................................................................................................................................11-2

11.3 Active View ....................................................................................................................................11-3

Chapter 12 – The Help Menu 12-1

12.1 Help Topics ...................................................................................................................................12-1

12.2 About ROCLINK 800 .....................................................................................................................12-2

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Contents vii

Appendix A – Glossary A-1

Appendix B – The Display Editor B-1

B.1 Creating a New Custom Display .................................................................................................... B-2

B.2 Adding Custom Display Objects ..................................................................................................... B-5

B.3 Managing Custom Display Objects .............................................................................................. B-19

B.4 Adding an Expression to an Object .............................................................................................. B-22

B.5 Editing a Custom Display from a File ........................................................................................... B-24

Index I-1

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

viii Contents Revised August-2020

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Introduction 1-1

Chapter 1 – Introduction

In This Chapter

1.1 ROCLINK 800 Software Basics ............................................................... 1-1

1.2 Computer Requirements ......................................................................... 1-2

1.3 Contacting Technical Support ................................................................. 1-2

1.4 Software Installation ................................................................................ 1-2

1.4.1 Installing ROCLINK 800 under Microsoft Windows 10,

Windows 8 or Windows 7 ............................................................. 1-3

1.4.2 Un-installing ROCLINK 800 ....................................................... 1-26

1.5 Starting ROCLINK 800 Software ........................................................... 1-26

1.5.1 Logging On ................................................................................. 1-26

1.6 User Interface Basics ............................................................................ 1-28

1.6.1 Device Dynamic Interface .......................................................... 1-29

1.6.2 Standard Buttons ....................................................................... 1-30

1.6.3 Toolbar Buttons .......................................................................... 1-31

1.6.4 Configuration Tree Menu ........................................................... 1-33

1.6.5 Keystrokes ................................................................................. 1-33

1.6.6 Help System ............................................................................... 1-34

1.6.7 Basic Navigation ........................................................................ 1-35

1.6.8 Text Boxes ................................................................................. 1-37

This chapter describes the ROCLINK™ 800 Configuration software

(ROCLINK 800) you use to configure and monitor the ROC800-Series

Remote Operations Controllers (ROCs) and the dynamic user interface.

1.1 ROCLINK 800 Software Basics

ROCLINK 800 Configuration software enables you to monitor,

configure, and calibrate Remote Operations Controllers (ROCs). Remote

Automation Solutions provides the software and user documentation on a

DVD-ROM.

ROCLINK 800 is designed for ease of use. Drop-down menus simplify

accessing the functions provided by the software. Dialog boxes and drop-

down list boxes (▼) help to direct selections and data entry. You can

perform actions with the keyboard or a pointing device, such as a mouse.

Refer to User Interface Basics (located in this chapter) for a description

of the user interface.

You access help screens either from the Help menu or in a context-

sensitive fashion pressing the F1 key when your cursor is in a field. This

feature makes it easy to access on-line information for any ROCLINK

800 topic.

You can build custom displays for the ROC that combine both graphic

and dynamic data elements, and then use these displays to monitor the

operation of the ROC either locally or remotely.

The software also provides multiple levels of security for controlling

access to ROCLINK 800 functions, as well as the ROC database.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

1-2 Introduction Revised August-2020

1.2 Computer Requirements

ROCLINK 800 runs on most IBM-compatible personal computers (PCs).

The PC can be a desktop or a portable computer, but must meet the

following minimum requirements:

 Pentium-class processor (233 MHz or greater recommended).

 DVD-ROM drive.

 Windows 7 (32-bit and 64-bit).

 Windows 8 (32-bit and 64-bit).

 Windows 10 (32-bit and 64-bit).

 Windows Server 2012

 64 MB of RAM (random access memory).

 SVGA color monitor, 800 by 600 pixels, small fonts.

 105 MB of available hard disk space depending on operating system

and revision level.

 EIA-232 (RS-232) serial connection or USB-to-serial adaptor, a

TCP/IP connection, or a dial-up modem connection.

1.3 Contacting Technical Support

For technical support, please contact your local sales representative. You

may also contact Remote Automation Solutions directly.

Emerson Automation Solutions

Remote Automation Solutions

Marshalltown, IA 50158 USA

Houston, TX 77065 USA

Pickering, North Yorkshire UK Y018 7JA

Website: http://www.emersonprocess.com/remote/

Technical Support Website:

http://www2.emersonprocess.com/en-

US/brands/remote/systems_and_software/supportnet/support_contacts/

Pages/support_contacts.aspx

Toll Free: (US and Canada) 800.537.9313

Hours: 24x5 during normal business days

SupportNet Login:

www3.emersonprocess.com/remote/support/v2/login.html

1.4 Software Installation

Note: The device requires version 1.88 or later of ROCLINK 800. If you

are using Windows 8 or Windows 7 operating system, refer to

Installing ROCLINK 800 under Microsoft Windows 10, Windows 8

or Windows 7 (located in this chapter).

To install ROCLINK 800:

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Introduction 1-3

1. Extract the .zip file to the local hard drive (for example, in the

C:\TEMP\directory) or place the DVD-ROM into the drive.

2. Double-click the setup.exe file if the Installation Wizard does not

automatically launch. The Installation Wizard screen appears

3. Click Next in the ROCLINK 800 Welcome screen. Read the License

Agreement and click Yes to accept it. Enter your Name and

Company name, and click Next.

The program installs the software in the default recommended

directory C:\Program Files\ROCLINK800 or C:\Program Files (x86)

\ROCLINK800. Select an alternative destination folder if you want to

install the software in a folder other than the default.

4. Follow the setup installation instructions.

5. Click Finish in the Wizard Complete screen.

Note: You may need to restart your PC to complete the installation.

1.4.1 Installing ROCLINK 800 under Microsoft Windows 10,

Windows 8 or Windows 7

To install or upgrade ROCLINK 800 on the Microsoft Windows 10,

Windows 8 or Windows 7 platform, you must temporarily disable User

Account Control before performing the installation and change your PC’s

Regional Settings.

Disabling User Account Control ensures that all files copy and are not

limited by Windows’ security enhancements. Refer to Disabling User

Account Control (Windows 10), Disabling User Account Control

(Windows 8) and Disabling User Account Control (Windows7) (located in

this chapter).

Changing your PC’s Region Settings prevents you from potentially

encountering configuration file errors. Refer to Changing Region Settings

(Windows 10), Changing Region Settings (Windows 8) and Changing

Region Settings (Windows 7) (located in this chapter).

Disabling User Account Control (Windows 10)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To disable User Account Control:

1. Right-click the Start menu and select Search from the pop-up menu.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

1-4 Introduction Revised August-2020

Figure 1-1. Pop-Up Menu

2. Type UAC into the Search field.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Introduction 1-5

Figure 1-2. Search

3. Click Change User Account Control settings in the results list.

4. Move the User Account Control slider to Never Notify.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

1-6 Introduction Revised August-2020

Figure 1-3. User Account Control Settings (Windows 10)

5. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change.

Click Yes (and enter Administrator password if necessary) if

Windows asks if you want to allow the changes.

6. Reboot the computer for your changes to take effect.

7. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

Disabling User Account Control (Windows 8)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To disable User Account Control:

1. Select Search and type UAC into the Search field.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Introduction 1-7

.

Figure 1-4. Search

2. Select Settings and click Change User Account Control settings.

Figure 1-5. Settings – Results for “uac”

3. Move the User Account Control slider to Never Notify.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

1-8 Introduction Revised August-2020

Figure 1-6. User Account Control Settings

4. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change. Click

Yes (and enter Administrator password if necessary) if Windows

asks if you want to allow the changes.

5. Reboot the computer for your changes to take effect.

6. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Introduction 1-9

Disabling User Account Control (Windows 7)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To disable User Account Control:

1. Select Start and type MSCONFIG in the Search field.

2. Click the program file msconfig.exe. The System Configuration

screen displays.

Figure 1-7. System Configuration

3. Click the Tools tab.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

1-10 Introduction Revised August-2020

Figure 1-8. Change UAC Settings

4. Select Change UAC Settings.

5. Click Launch. The User Account Control Settings window displays.

Figure 1-9. User Account Control Settings

6. Move the User Account Control slider to Never Notify.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Revised August-2020 Introduction 1-11

7. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change. Click

Yes (and enter the Administrator password if necessary) if

Windows asks if you want to allow the changes.

.

8. Reboot the computer to apply the changes.

9. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

Changing Region Settings (Windows 10)

To avoid potential error when opening configuration files, we recommend

that you change your PC’s location to United States.

To change your PC’s location:

1. Right-click the Start menu and select Search from the pop-up menu.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

1-12 Introduction Revised August-2020

Figure 1-10. Pop-Up Menu

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Remote Automation Solutions ROCLINK 800 User manual

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