Endres+Hauser Field Xpert SFX100 Operating instructions

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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
A
B
C
Y
Non-hazardous area
ATEX Zone 1/21
FM Class 1 Div 1
Special version, to be specified
Application Software
A1
A2
Device Xpert, English
Device Xpert, German
Communication Interface
H1
XX
HART protocol - VIATOR Bluetooth modem
not used
Language Operating System
1
2
English
German
DD-Update Contract (2 years)
A
X
Selected
not used
USB Data Transmission Set
A
X
Selected (if no IR available)
not used
Leather Carry Case
A
X
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
1
2
3
4
5
6
7
8
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)
9
10
11
12
13
14
15
16
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
F5
F1
F2 F3
F4
OK
Field Xpert
10 11 12 13 14 151 2 3
4 165697
8
9
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.
F5
F1
F2 F3
F4
OK
Field Xpert
F5
F1
F2 F3
F4
OK
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
1
2
3
4
5
6
7
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
3
5
4
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
/