Endres+Hauser Field Xpert SFX100 Operating instructions

Brand: Endres+Hauser

Model: Field Xpert SFX100

Type: Operating instructions

F2 F3

Field Xpert

BA060S/04/en/01.08

Version 1.00.xx

71069232

Operating Instructions

Field Xpert

Device Configurator

6

Field Xpert SFX100 Table of Contents

Endress+Hauser 1

Table of Contents

Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Registered Trademarks . . . . . . . . . . . . . . . . . . . . . . 2

1 Safety . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.1 Designated use . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.2 Commissioning and operation . . . . . . . . . . . . . . . . . 3

1.3 Operational safety . . . . . . . . . . . . . . . . . . . . . . . . . . 3

1.4 Declaration of conformity . . . . . . . . . . . . . . . . . . . . 3

1.5 Technical improvement . . . . . . . . . . . . . . . . . . . . . . 3

1.6 Conventions and icons . . . . . . . . . . . . . . . . . . . . . . 4

2 Identification . . . . . . . . . . . . . . . . . . . . 5

2.1 Unpacking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2.1.1 Visual check . . . . . . . . . . . . . . . . . . . . . . . . 5

2.1.2 Scope of delivery . . . . . . . . . . . . . . . . . . . . . 5

2.1.3 Storage and transport . . . . . . . . . . . . . . . . . . 5

2.2 Device name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

3 Getting Started . . . . . . . . . . . . . . . . . . 7

3.1 Field Xpert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3.1.1 Field Xpert - Overview . . . . . . . . . . . . . . . . 7

3.1.2 Getting started with Field Xpert . . . . . . . . . . 8

3.1.3 Switching the Field Xpert on and off . . . . . . 8

3.2 VIATOR Bluetooth modem (optional) . . . . . . . . . . . 9

3.2.1 VIATOR Bluetooth modem - Overview

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

3.2.2 Getting started with the

VIATOR Bluetooth modem . . . . . . . . . . . . 10

3.2.3 Power button . . . . . . . . . . . . . . . . . . . . . . 10

3.2.4 LED status . . . . . . . . . . . . . . . . . . . . . . . . . 10

3.2.5 Under voltage lockout . . . . . . . . . . . . . . . . 10

3.2.6 Inactivity power down . . . . . . . . . . . . . . . . 10

3.2.7 Initial connection . . . . . . . . . . . . . . . . . . . 11

3.2.8 Learning more about the

VIATOR Bluetooth Interface . . . . . . . . . . . 11

3.3 Device Xpert configuration software . . . . . . . . . . . 12

3.3.1 License activation . . . . . . . . . . . . . . . . . . . 12

4 Commissioning the Field Xpert

package . . . . . . . . . . . . . . . . . . . . . . 13

4.1 Connection with VIATOR Bluetooth modem . . . . . 13

4.2 Connection to Device Xpert . . . . . . . . . . . . . . . . . . 16

4.3 Device Description (DD) update (optional) . . . . . . . 19

4.3.1 DD-update via USB transmission set . . . . . 19

4.3.2 DD-update in Device Xpert . . . . . . . . . . . . 19

5 Communicating with a HART device 20

5.1 Connecting the modem . . . . . . . . . . . . . . . . . . . . . 20

5.1.1 Connection across the load resistor . . . . . . 20

5.1.2 Connection across RN221B (Ex-version) . . 20

6 Trouble shooting . . . . . . . . . . . . . . . 21

6.1 Resetting the Field Xpert . . . . . . . . . . . . . . . . . . . . 21

6.1.1 Soft-reset . . . . . . . . . . . . . . . . . . . . . . . . . . 21

6.1.2 Clean-reset . . . . . . . . . . . . . . . . . . . . . . . . 21

6.2 Connection Problems with the

Viator Bluetooth modem . . . . . . . . . . . . . . . . . . . . 21

7 Spare parts . . . . . . . . . . . . . . . . . . . . 22

Index . . . . . . . . . . . . . . . . . . . . . . . . . 24

Field Xpert

2Endress+Hauser

Revision History

Registered Trademarks

PROFIBUS®

Registered trademark of the PROFIBUS User Organisation, Karlsruhe Germany.

FOUNDATIONTM Fieldbus

Trademark of the Fieldbus Foundation, Austin, TX 78759, USA

HART®

Registered trademark of the HART Communication Foundation, Houston, USA

ActiveSync® , Microsoft® , Windows® , Windows Mobile® 5.0, Windows 2000® ,Windows XP®

and the Microsoft logo are registered trademarks of the Microsoft Corporation.

MACTek®

Registered trademark

VIATOR®

Registered trademark

Bluetooth®

Registered trademark

Acrobat Reader® is a registered trade mark of the Adobe Systems Incorporated.

All other brand and product names are trademarks or registered trademarks of the companies and

organisations in question.

Product

version

Manual Changes Remarks

1.00.xx BA060S/04/en/01.08 Original

Field Xpert 1Safety

Endress+Hauser 3

1Safety

1.1 Designated use

Field Xpert is an industrial PDA with integrated 3.5" touchscreen based on Windows Mobile. It

communicates via wireless with the optional VIATOR Bluetooth modem connected to a HART

device point-to-point or wireless via WiFi and Endress+Hauser’s Fieldgate FXA520. Field Xpert also

works as a stand-alone device for asset management applications. It may be used only as described

in this manual and only with the components recommended by Endress+Hauser, which where

necessary must have appropriate certification.

1.2 Commissioning and operation

Field Xpert must be connected, operated and maintained according to the instructions in this

manual: personnel must be authorised and suitably qualified.

Prerequisites for proper and safe operation of the product are its correct transport, correct storage

and installation as well as careful operation and maintenance.

1.3 Operational safety

Operational environment Field Xpert fulfils the harmonized, European standards (EN) for the various environments in which

it is designed to operate. The permissible operating conditions as described in the technical data

must be upheld. VIATOR Bluetooth modem is ATEX and IS certified.

Explosion hazardous areas The following hazardous areas are to be considered:

• Field Xpert Non-ex version for operation outside of the Ex-area

• Field Xpert Ex Atex for operation in explosion hazardous areas Zone 1

• Field Xpert Ex FM for operation in explosion hazardous areas Zone 1

• VIATOR Bluetooth modem for operation in explosion hazardous areas Zone 1

Repair Do not open the Field Xpert housing. It contains no components that need be maintained or can be

repaired by the user. In the event of a fault or defect, return the device to Endress+Hauser. Opening

the device housing invalidates the warranty and Ex-certification.

The VIATOR Bluetooth modem may be opened for battery exchange as described later in this

manual.

1.4 Declaration of conformity

A declaration of EC-Conformity has been issued for both Ex and Non-Ex versions.

They are available as follows:

• Endress+Hauser CD-ROM (folder Field Xpert/Confirmation)

1.5 Technical improvement

Endress+Hauser reserves the right to make technical improvements to its hardware and software as

well as equipment at any time and without prior notification. Where such improvements have no

effect on the operation of the equipment, they are not documentated. If the improvements effect

operation, a new version of the operating instructions is normally issued.

1Safety Field Xpert

4Endress+Hauser

1.6 Conventions and icons

In order to highlight safety relevant or alternative operating procedures in the manual, the following

conventions have been used, each indicated by a corresponding icon in the margin.

Safety conventions

Explosion protection

Electrical symbols

Icon Meaning

A note highlights actions or procedures which, if not performed correctly, may indirectly affect operation

or may lead to an instrument response which is not planned

Caution!

Caution highlights actions or procedures which, if not performed correctly, may lead to personal injury or

incorrect functioning of the instrument

Warning!

A warning highlights actions or procedures which, if not performed correctly, will lead to personal injury,

a safety hazard or destruction of the instrument

Icon Meaning

Device certified for use in explosion hazardous area

If the device has this symbol embossed on its name plate it can be installed in an explosion hazardous area

in accordance with the specifications in the certificate or in a safe area

Explosion hazardous area

Symbol used in drawings to indicate explosion hazardous areas. Devices located in and wiring entering

areas with the designation “explosion hazardous areas” must conform with the stated type of protection

Safe area (non-explosion hazardous area)

Symbol used in drawings to indicate, if necessary, non-explosion hazardous areas. Devices located in safe

areas stiill require a certificate if their outputs run into explosion hazardous areas.

Icon Meaning

Direct voltage

A terminal to which or from which a direct current or voltage may be applied or supplied

Alternating voltage

A terminal to which or from which an alternating (sine-wave) current or voltage may be applied or

supplied

Grounded terminal

A grounded terminal, which as far as the operator is concerned, is already grounded by means of an earth

grounding system

Protective grounding (earth) terminal

A terminal which must be connected to earth ground prior to making any other connection to the

equipment

Equipotential connection (earth bonding)

A connection made to the plant grounding system which may be of type e.g. neutral star or equipotential

line according to national or company practice

Field Xpert 2 Identification

Endress+Hauser 5

2 Identification

2.1 Unpacking

2.1.1 Visual check

When unpacking:

• Check the packaging for visible transport damage

• To avoid damage when unpacking, remove the packing material with care

• Keep the original packing for any further transport of the components

• Store the accompanying documents in a safe place

If you find that the content has been damaged in any way, do not put it into operation. In this case,

contact your Endress+Hauser Sales Center. Return the components, if possible in the original

packing, to us.

2.1.2 Scope of delivery

Before commissioning, please check that the delivery is complete and undamaged. The scope of

delivery comprises:

• Field Xpert

• Charger LG x10

• Set of stylus (2 pens, on backside of device)

• Operating instructions including "Getting Started" and safety instructions

• Endress+Hauser CD-ROM containing application software

• HP (Hewlett-Packard) Getting Started CD containing

operating manual for pocket pc, ActiveSync 4.x or higher, Microsoft Outlook

Options:

• VIATOR Bluetooth modem for use with HART field devices

incl. 3 x AAA alkaline batteries

• USB x11 data transmission set (one box, two cables)

• Leather carry case with carrying strap and one stylus

2.1.3 Storage and transport

Although Field Xpert is of robust construction, some of its components are sensitive to heavy

vibrations and shocks. For this reason, the Field Xpert must be protected against excessive

mechanical loads.

2 Identification Field Xpert

6Endress+Hauser

2.2 Device name

The device name and serial number are to be found on the nameplate, which is located at the rear

of the housing.

The device type can be derived from the product code by using the table below:

SFX100 Field Xpert SFX100

Approval

Non-hazardous area

ATEX Zone 1/21

FM Class 1 Div 1

Special version, to be specified

Application Software

Device Xpert, English

Device Xpert, German

Communication Interface

HART protocol - VIATOR Bluetooth modem

not used

Language Operating System

English

German

DD-Update Contract (2 years)

Selected

not used

USB Data Transmission Set

Selected (if no IR available)

not used

Leather Carry Case

Selected

not used

SFX100

Manufacturer

Endress+Hauser

Serial Number

Endress+Hauser

Device Name

Field Xpert 3 Getting Started

Endress+Hauser 7

3 Getting Started

3.1 Field Xpert

The Field Xpert from Endress+Hausers is a high performance industrial PDA based on Windows

Mobile, with compact external dimensions, an integrated WLAN, USB, Bluetooth and an IrDa port.

Field Xpert meets the needs and requirements of the process industry operating both inside and

outside of Ex-hazardous areas and comes along with a comprehensive range of Ex-certifications.

3.1.1 Field Xpert - Overview

Fig. 3-1: Front and back panel components

Housing

Wireless / Notification LED indicator

Off = WiFi or Bluetooth are both off

Blue flash = WiFi and / or Bluetooth are on

Green flash = notification events have occured

Charge LED indicator

Off = no charging

Red flash = charging

Red constant = charging complete

Touchscreen

Power button (on/off)

F4 button (HP indication: iTask button)

F3 button (HP indication: Messaging button)

Starting iPAQ Wireless, press and hold for 2 seconds

5 pin charging plug with USB connector

(only active with powered charger)

Speaker and microphone

F2 button (HP indication: Contacts button)

Starting HP Protect Tools, press and hold for two

seconds

F1 button (HP indication: Calendar button)

Switching Landscape / Portrait mode, press and hold

for two seconds

5-Way navigation button, scrolling through a list or

pushing to select (similar to using a joystick)

F5 button

Starting Device Xpert configuration software

2 Reset buttons, for soft-reset

IrDa Infrared port

Two stylus slots

F2 F3

Field Xpert

10 11 12 13 14 151 2 3

4 165697

3 Getting Started Field Xpert

8Endress+Hauser

3.1.2 Getting started with Field Xpert

"Caution

• Do not connect the Field Xpert to your computer via USB cable before it is fully charged,

as this may damage the device.

1 Charge the battery pack of the Field Xpert until the battery pack is fully charged.

You have the following two charging options:

Fig. 3-2: Using direct connected charger or using the USB connection set

2 Wait until battery pack is fully charged (indicated by a red constant LED)

3.1.3 Switching the Field Xpert on and off

• Switch on the Field Xpert by pressing the power button.

• Switch off the Field Xpert by pressing the power button for approx. 3 seconds.

F2 F3

Field Xpert

F2 F3

Field Xpert

Field Xpert 3 Getting Started

Endress+Hauser 9

3.2 VIATOR Bluetooth modem (optional)

The VIATOR Bluetooth modem is a point-to-point interface for temporary connection to HART-

enabled field devices for use primarily as a configuration management tool. It is approved for

explosion hazardous areas and operates approx. 20 hours powered by internal replaceable batteries.

Our Field Xpert and the modem communicate via Bluetooth and the modem itself is physically

attached to the HART field device by connector wires. Please check chapter 5.

The VIATOR Bluetooth modem contains a Class 1 Bluetooth radio with a range of up to 100 meters.

The Field Xpert is using a Class 2 Bluetooth adapter and limits this range to 10 meters. The operating

range can be reduced by interference from other nearby devices transmitting in the 2.4 Ghz ISM

band. These interference sources include some cordless telephones, wireless networking devices

and even microwave ovens. Interference can prevent the establishment of a Bluetooth connection

and may also cause HART network message retries.

3.2.1 VIATOR Bluetooth modem - Overview

Fig. 3-3: Modem with connector wires

Status LED

Power button

Connector wires

Serial number and MAC address

Test clips

Locking screw for battery compartment

Battery compartment (cover)

1 2 6 7

Status Power

3 Getting Started Field Xpert

10 Endress+Hauser

3.2.2 Getting started with the VIATOR Bluetooth modem

1 The VIATOR Bluetooth modem requires three AAA alkaline batteries that are part of the

delivery. Insert them into the battery compartment of your VIATOR Bluetooth modem by

unlocking the appropriate screw.

2 Observe the correct polarities of the batteries.

3 Close the battery compartment with the appropriate cover and screw.

!Note!

• To save battery energy, we recommend you to switch off the modem when not using it.

3.2.3 Power button

• Switch on the modem by shortly pressing the power button. This action is confirmed by a

constant green LED and followed by a blinking green LED indicating the device is switched on.

Switching on the modem automatically activates the Bluetooth function.

• Switch off the modem by pressing the power button for approx. 2 seconds. A green constant

LED will illuminate while you press. Release button. The LED indication and the device will

be switched off.

3.2.4 LED status

• Depressing the power button briefly while the modem is on will indicate the amount of charge

left in the battery.

• 4 Blinks = 80% or more battery power remaining

3 Blinks = 50% or more battery power remaining

2 Blinks = 30% or more battery power remaining

1 Blinks = 10% or more battery power remaining

0 Blinks = less than 10% battery power remaining.

We recommend you replace the batteries immediately.

3.2.5 Under voltage lockout

When the battery voltage drops below the shutdown voltage of 2.8 V, the modem will immediately

power itself off. The batteries must be replaced.

"Caution

• If the modem switches off automatically, make sure that the last actions are transmitted to the

device again by retransmission after replacement of batteries.

3.2.6 Inactivity power down

The VIATOR Bluetooth modem will power down to conserve battery life after 30 minutes without

Bluetooth connection. The power button must be pressed to switch on the modem once the

inactivity timeout has expired.

Field Xpert 3 Getting Started

Endress+Hauser 11

3.2.7 Initial connection

The VIATOR Bluetooth modem uses the standard Bluetooth Serial Port Profile (SPP) which is

supported by most Bluetooth hosts. Using SPP creates a virtual serial COM port which allows the

interface to be used with HART applications in a manner similar to a traditional built-in serial COM

port.

The VIATOR Bluetooth modems have a preset Bluetooth device name in the format of

"MACTekVIATORXXXX" where "XXXX" represents the last four hexadecimal digits of the Bluetooth

MAC address for the device. The Bluetooth MAC address is printed above the serial number on the

front label. Use this name to choose the correct device in a busy Bluetooth environment. When you

connect to the Bluetooth modem the first time, you need to use a PIN code to establish a

connection.

Pin code: mactek (all lowercase)

Many Bluetooth stacks will create two COM ports when initially establishing an SPP connection to

the VIATOR Bluetooth modem, which is an incoming and an outgoing one. The outgoing COM port

number will be used by Device Xpert. This connection setup only has to be performed the first time

a VIATOR modem is used, Field Xpert will continue to remember the PIN code and the COM port

number.

3.2.8 Learning more about the VIATOR Bluetooth Interface

For information on ... see this source ...

Using your VIATOR Bluetooth interface – MAKTec product site

www.mactekcorp.com

3 Getting Started Field Xpert

12 Endress+Hauser

3.3 Device Xpert

Field Xpert is delivered with Device Xpert or another software tool.

This manual is concerned with the Device Xpert configuration software tool. Device Xpert from

Endress+Hauser supports the Field Xpert as a complete HART communicator for industrial

applications.

!Note!

• For how to work with Device Xpert, please see the online help.

3.3.1 License activation

The Field Xpert is delivered with activated license for the Device Xpert Configuration Software.

To maintain or to refresh the license, it may be necessary to use the following description:

License activation via USB

transmission set

• For the license activation via USB transmission set ActiveSync is required.

Please check on your PC if ActiveSync is installed.

If not, please install ActiveSync using the HP CD-ROM.

• Connect the USB cable on your Field Xpert and on a free USB socket on your PC.

• Start ActiveSync.

License activation in

Device Xpert

The following steps are independent of the interface and are therefore valid for all.

• Start Device Xpert.

• Click Help.

• Activate your license by filling out the form.

You will find the serial number on the Field Xpert and on the sticker of the CD-Cover.

• Click "Activate" or "Refresh" to get your license or the update.

Field Xpert 4 Commissioning the Field Xpert package

Endress+Hauser 13

4 Commissioning the Field Xpert package

Depending on your initial order, the Field Xpert package will include the following:

• Field Xpert industrial PDA (+ accessories)

• VIATOR Bluetooth modem

• Device Xpert configuration software

4.1 Connection with VIATOR Bluetooth modem

• For the connection to a device, please check chapter 5.

• Switch on the modem by shortly pressing the power button. This action is confirmed by a

constant green LED and followed by a blinking green LED indicating the device is switched on.

Switching on the modem automatically activates the Bluetooth function.

If your modem LEDs do not react as described, please check chapter "3.2.4 LED status".

• Switch on Field Xpert by shortly pressing the power button.

• Now activate the Bluetooth function on the Field Xpert by opening the

iPAQ Wireless function (Start - iPAQ Wireless)

Fig. 4-1: Screenshot - iPAQ Wireless

• Click on the Bluetooth icon to activate Bluetooth. Its activation is indicated by the color of the

Bluetooth icon changing to green. The LED of the Field Xpert will confirm this action with

blue flashing.

4 Commissioning the Field Xpert package Field Xpert

14 Endress+Hauser

• Select the Bluetooth Manager, which opens the shortcut screen of the Bluetooth interface.

Create a new connection by selecting "New", which opens up a selection list.

Fig. 4-2: Screenshot - Selection List

• Scroll down and select "Explore a Bluetooth device". This opens up a screen, which shows all

available Bluetooth devices.

Fig. 4-3: Screenshot - Available Bluetooth Devices

Field Xpert 4 Commissioning the Field Xpert package

Endress+Hauser 15

• Select "MACTekVia..." (MACTek VIATOR Bluetooth modem). The configuration will open.

Fig. 4-4: Screenshot - MAKTek Modem

• Select "SPP" in the "Service Selection" and click "Next".

• On the following screen, click "Finish".

• The modem is now available in "My Shortcuts".

Fig. 4-5: Screenshot - My Shortcuts

• Close the Bluetooth Manager.

4 Commissioning the Field Xpert package Field Xpert

16 Endress+Hauser

4.2 Connection to Device Xpert

• Start Device Xpert configuration software and select "View" "Configuration".

Fig. 4-6: Screenshot - Device Xpert Configuration

• Now select "Add connection", which opens the configuration screen. Give the connection a

clear name and select the settings as shown below.

• Even if this is a Bluetooth connection, please select "Serial".

• The address range can be set according to the device.

If you do not know the address, we recommend you to keep the setting from 0 to 15.

Fig. 4-7: Screenshot - Configuration Bluetooth Modem

Field Xpert 4 Commissioning the Field Xpert package

Endress+Hauser 17

• On the "Communications" register click "Locate Port".

• The default port will be"COM8", but you can also directly go to the drop-down list

and select "COM8".

Fig. 4-8: Screenshot - Configuration Bluetooth Modem

• Select the connection from the drop-down list and click "Scan".

A list of connected devices will be displayed.

Fig. 4-9: Screenshot - Select Connection

• Start configuring the device by clicking it.

• If you have to enter a password, please check chapter 3.2.7.

!Note!

• For more information on how to configure the device, please check the online help within the

Device Xpert configuration software or the operating manual of the corresponding device.

4 Commissioning the Field Xpert package Field Xpert

18 Endress+Hauser

• On the "HART" register you can change the preambles and retries.

We recommend you to use the default settings.

• "Remember Scan List" can be selected and is recommended for use,

when you work with the same environment many times.

• After you set up this communication, close all windows until you are back to the software start.

• To get connected to the device select "Device" and then "Scan".

Fig. 4-10: Screenshot - Scan Device

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Endres+Hauser Field Xpert SFX100 Operating instructions

Endres+Hauser Field Xpert SFX100 Operating instructions

Endres+Hauser Field Xpert SFX100 Operating instructions

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