Software Tool for Communication for Positioner / Process controller
Kommunikationssoftware für Positioner / Prozessregler
Logiciel de communication pour positionneur / régulateur de process
Supplement to Operating Instructions
Ergänzung zur Bedienungsanleitung
Complément aux manuel d‘utilisation
We reserve the right to make technical changes without notice.
Technische Änderungen vorbehalten.
Sous réserve de modifications techniques.
2. GENERAL INFORMATION ................................................................................................................................................................7
2.2. Information on the internet ...............................................................................................................................................7
3.1.1. Windows 2000, XP, Vista ....................................................................................................................... 8
3.1.2. Windows XP, Vista, 7 ............................................................................................................................... 8
3.2. Definitions of terms for PACTware / FDT / DTM ..................................................................................................8
4. CONTROL AND DISPLAY ELEMENTS ......................................................................................................................................9
4.1. Overview of screen display ..............................................................................................................................................9
4.2. PACTware control and display elements ...............................................................................................................10
4.2.2. Status bar ..................................................................................................................................................11
4.3. Control and display elements of Bürkert DTMs .................................................................................................12
4.3.2. Status bar ..................................................................................................................................................12
4.3.3. Navigation area and work area .............................................................................................................13
4.3.4. Buttons for data transfer ........................................................................................................................14
5.1. System requirements .......................................................................................................................................................15
5.2. Installing PACTware and DTMs ...................................................................................................................................16
5.2.1. PACTware version 3.6 and .NET Framework 1.1 including SP1 .................................................16
5.2.2. PACTware version 4.1 and .NET Framework 2.0 ............................................................................17
6. OPERATION AND FUNCTION ....................................................................................................................................................19
6.2. Creating a project ...............................................................................................................................................................19
6.2.1. General description ................................................................................................................................19
6.2.2. Creating a project for Bürkert positioners .........................................................................................21
9. DEINSTALLATION OF PACTWARE/ DTMS..........................................................................................................................40
9.1. Deinstallation process ......................................................................................................................................................40
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Supplementary operating instructions
1. SUPPLEMENTARY OPERATING
INSTRUCTIONS
The supplementary operating instructions describe the communication software for positioner / process controller
TopControl and SideControl.
Safety Information!
Safety instructions and information for using the device may be found in the corresponding operating
instructions.
• The operating instructions must be read and understood.
1.1. Symbols
DANGER!
Warns of an immediate danger!
• Failure to observe the warning will result in a fatal or serious injury.
WARNING!
Warns of a potentially dangerous situation!
• Failure to observe the warning may result in serious injuries or death.
CAUTION!
Warns of a possible danger!
• Failure to observe this warning may result in a moderate or minor injury.
NOTE!
Warns of damage to property!
• Failure to observe the warning may result in damage to the device or the equipment.
Indicates important additional information, tips and recommendations.
Refers to information in these operating instructions or in other documentation.
→ Designates a procedure which you must carry out.
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General information
2. GENERAL INFORMATION
2.1. Contact address
Germany
Bürkert Fluid Control Systems
Sales Center
Chr.-Bürkert-Str. 13-17
D-74653 Ingelfingen
Tel. + 49 (0) 7940 - 10 91 111
Fax + 49 (0) 7940 - 10 91 448
E-mail: info@de.buerkert.com
International
Contact addresses can be found on the final pages of the printed operating instructions.
And also on the Internet at:
www.burkert.com
2.2. Information on the internet
The operating instructions and data sheets for device types can be found on the Internet at:
www.burkert.com
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3. PRODUCT DESCRIPTION
3.1. Required components
3.1.1. Windows 2000, XP, Vista
• Microsoft .NET Framework 1.1
• Microsoft .NET Framework 1.1 Service Pack 1
• PACTware Version 3.6
including HART protocol driver from Codewrights GmbH
• Bürkert device DTM
"8692 Positioner TopControl"
"8693 Process controller TopControl"
"8792 Positioner SideControl"
“8793 Process controller SideControl”
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Product description
• Firmware Version C.01 or higher for types 8692 and 8693 or B.01 or higher for types 8792 and 8793
• Adapter USB-RS232, ID number 227093 (HART communication on the 4/20 mA interface is not possible).
3.1.2. Windows XP, Vista, 7
• Microsoft .NET Framework 2.0
• PACTware Version 4.1
including HART protocol driver from Codewrights GmbH
• Bürkert device DTM
“8692 Positioner TopControl”
“8693 Process controller TopControl”
“8792 Positioner SideControl”
“8793 Process controller SideControl”
• Firmware Version C.01 or higher for types 8692 and 8693 or B.01 or higher for types 8792 and 8793
• Adapter USB-RS232, ID number 227093 (HART communication on the 4/20 mA interface is not possible).
3.2. Definitions of terms for PACTware / FDT / DTM
PACTware (Process Automation Configuration Tool):
Manufacturer- and field bus-independent software for start-up, operation, and maintenance of all types of field
devices. This general product series includes the DTMs (Device Type Managers) of the corresponding field device
manufacturers. They are integrated according to interface specification FDT 1.20.
Therefore a DTM belonging to the relevant device type is always required to operate a field device.
FDT (Field Device Tool):
Standardized interface description; defines data exchange between the various DTMs and the frame application,
for example PACTware.
DTM (Device Type Manager):
The DTM is the actual control module of actuators, sensors, and field components. It includes all specific data and
functions of a specific device type and returns all elements and dialogs needed for operation.
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A DTM is only capable of running within a frame program such as PACTware.
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Control and display elements
4. CONTROL AND DISPLAY ELEMENTS
4.1. Overview of screen display
PACTware toolbar
PACTware window
DTM window
DTM toolbar
Identification area
Navigation area
PACTware status bar
Project window
Figure 1: Overview of screen display
Many icons and parameter have Tooltips (brief explanation) which clarify the function.
Figure 2: Tooltip
DTM status bar
Work area
Operating mode of actuator (single- or double-acting)
Buttons
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Control and display elements
4.2. PACTware control and display elements
4.2.1. Toolbar
The toolbar is a combination of frequently required commands from the menu bar and project view. It is divided
into 4 sections.
Section1234
Figure 3: PACTware toolbar
Section 1: Icons for project administration
Print the current project
Save the current project
Open an existing project
Create a new project
Figure 4: PACTware toolbar - Section 1
Section 2: Icons for working with DTMs
Write current data to file
Write all data to the device
Read all data from the device
Edit current data
Figure 5: PACTware toolbar - Section 2
Section 3: Icons for activating specific PACTware windows
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Device catalog
Project view
Figure 6: PACTware toolbar - Section 3
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Control and display elements
Section 4: Icons for working with DTMs
Break the connection
Create a connection between the selected DTM and the field device
Delete the selected DTM from the project
Insert an additional DTM into the project at the selected position
Figure 7: PACTware toolbar - Section 4
4.2.2. Status bar
The status bar contains information about the current state of the project being processed.
Figure 8: Status bar
Meaning of the displays (from left to right):
• Connection status: Broken / connected
• Project has been changed (indicated by an asterisk)
• There are error messages. The icon flashes if the messages have not been displayed on the error monitor yet. A
Tooltip indicates the number of error messages present.
• Name of the project
• Active user role
More extensive explanations describing operation and how to create a project are available in the PACTware online help.
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Control and display elements
4.3. Control and display elements of Bürkert DTMs
4.3.1. Toolbar
Figure 9: DTM toolbar
The section on the left contains icons for the screen display:
Show and hide identification range
Show and hide navigation range
The second section is a combination of icons for device communication:
Read parameters from device
You can select here between: Read all parameters from the device
Read directory only
Read directory and subdirectories only
Write parameters to device
You can select here between: Write all parameters to device
Write directory only
Write directory and subdirectories only
Cyclic update of parameters in display (every 2 seconds)
Table 1: DTM icons
The two sections on the right contain the help function and the print function .
4.3.2. Status bar
The status bar contains information about the current state of the project being processed.
Figure 10: Status bar
Meaning of the displays (from left to right):
• Connection status: Broken / connected
• Communication status
• Data source: Database / device
• Instance data record
• Device status
• Direct mode
• Device diagnostics
• User status
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• Progress bar
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Control and display elements
4.3.3. Navigation area and work area
Value entry in the work area
Selection of function
in the navigation area
Figure 11: Bürkert DTM screen display
Buttons for
data transfer
Functions are displayed in the navigation area.
When you click on the required function, it is highlighted in color and the corresponding (entry) screen appears:
Entry field for texts or values
Input via dropdown list
Select via checkbox
Table 2: Input screens
Parameters can be transferred to the database with the
Cancel
closes the DTM window without saving (see also Section “4.3.4. Buttons for data transfer”).
Apply
or
OK
buttons.
You can save the project with the "File / Save" menu item.
To transfer to the device, select the
icon.
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4.3.4. Buttons for data transfer
ButtonDescription
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Control and display elements
OK
Cancel
Apply
Table 3: Buttons for data transfer
The DTM window closes
Modified values are transferred to the database.
The DTM window closes
Modified values are not transferred to the database.
The DTM window remains open
Modified values are transferred to the database.
If you exit the program without saving the project, the data in the database is not saved.
You can save the project with the "File / Save" menu item.
To transfer to the device, select the
icon.
4.3.5. Icons
Modified value not saved or not written to device
Saved to database
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Device data
• Invalid input value
• Configuration error with communication
One or more parameters with different value ranges in the device and DTM
• Validation error with communication error
Wrong device connected (wrong manufacturer, type or device version)
Device not in communication mode (for example device in input mode)
Communication error
Table 4: Icons
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Installation
5. INSTALLATION
5.1. System requirements
Hardware:
Processor: Intel Pentium/ AMD, at least 500 MHz
Working memory: At least 128 MB RAM
Hard disk: At least 250 MB free storage space
Graphics resolution: At least 1024 x 768
1 USB port to connect the Adapter USB-RS232, ID number 227093
Administrator rights are required for installation.
Windows must be rebooted after the installation. Then you must log into Windows under the same name,
because the installation is completed during the reboot.
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Installation
5.2. Installing PACTware and DTMs
Select the appropriate PACTware version depending on the operating system in use, see chapter “5.1. System
requirements”.
All installation programs are available on the Bürkert homepage and on CD.
Before the installation, exit all programs that are open.
5.2.1. PACTware version 3.6 and .NET Framework 1.1 including
SP1
Installation of PACTware requires the presence of software platform:
Microsoft .NET Framework 1.1 with Service Pack 1 (SP1)
Procedure to follow if "Microsoft .NET Framework 1.1 with Service Pack 1 (SP1)" is not present yet on the target
computer:
→ Download and / or open the Zip file (1000103878), which includes the Microsoft.NET 1.1 framework.→ Start "Dotnetfx.exe".→ Download and / or open the Zip file (1000103880), which includes the Microsoft.NET 1.1 SP1 framework.→ Start "NDP1.1sp1*.exe".
Procedure PACTware Setup:
→ Download and / or open the Zip file (1000103690), which includes the PACTware setup and unzip in a tem-
porary directory.
→ Start “Setup.exe”.
Setup file "PACTware36setup.zip" contains
• the basic setup for PACTware 3.6 with online help in various languages
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• the HART communication DTM for PACTware 3.6
• the Generic HART DTM (not required)
After you have selected the installation language, the installation is performed.
At this point the HART communications DTM can also be installed. It is required because communication with
Bürkert devices runs via the HART protocol and the physical layer has an RS232 interface rather than a HART
interface.
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Installation
Optional components such as the manual are not installed here.
If PACTware 2.4, PACTware 3.0 or PACTware 3.5 are already installed, all passwords can be transferred for
PACTware 3.6 at the end of the installation.
During the installation, a program group is entered in the Windows start menu for the current user and a link to
PACTware 3.6 appears on the desktop.
5.2.2. PACTware version 4.1 and .NET Framework 2.0
Download and / or open the Zip file “PACTware 4.1 SP1 Buerkert.zip“ and unzip in a temporary directory. This zip
file contains all the necessary installation components.
Installation of PACTware requires the presence of software platform:
Microsoft .NET Framework 2.0
Procedure to follow if “Microsoft .NET Framework 2.0“ is not present yet on the target computer:
→ Start setup
with a 64-bit operating system in directory dotNet\dotNET_20\x64
or with other operating systems in directory \dotNet\dotNET_20\x86.
Procedure PACTware Setup:
→ Start \PACTware\PACTware.msi.
Setup file contains:
• the basic setup for PACTware 4.1 with online help in various languages
• the HART communication DTM for PACTware 4.1
• the Generic HART DTM (not required)
After you have selected the installation language, the installation is performed.
At this point the HART communications DTM can also be installed. It is required because communication with
Bürkert devices runs via the HART protocol and the physical layer has an RS232 interface rather than a HART
interface.
Optional components such as the manual are not installed here.
If PACTware 2.4, PACTware 3.0, PACTware 3.5 or PACTware 3.6 are already installed, all passwords can be
transferred for PACTware 4.1 at the end of the installation.
During the installation, a program group is entered in the Windows start menu for the current user and a link to
PACTware 4.1 appears on the desktop.
you can choose which components should be installed:
select PACTware 4.1 SP1 and Buerkert DTM Positioner 3-wire.
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After you have selected the installation language, the installation is performed.
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Operation and function
6. OPERATION AND FUNCTION
6.1. Starting PACTware
→ Start PACTware from the Windows start menu.
6.2. Creating a project
6.2.1. General description
AS a precondition for operating field devices, the device network must be represented in a PACTware project.
PACTware provides an area for this purpose where all installed DTMs are shown: The Device Catalog. Normally
the DTMs have the same name as the devices to facilitate control.
PACTware also provides a second area where the device network is represented: The Project Window. The
actual device network is represented in this project window by inserting DTMs from the device catalog. The
"HOST-PC" entry serves as the starting point for inserting a DTM. The required DTMs can be transferred from the
device catalog into the project window by double clicking or using drag and drop.
If you do not want the project window or device catalog to be visible, they can be activated in the menu
bar under "View".
If the Bürkert device DTMs are not visible in the device catalog, the device catalog must first be updated.
To update the device catalog:
→ Switch to the "Device catalog" window with "View / Device catalog" (F3)
→ Click
→ Confirm the question "Create new PACTware device catalog?" with
Update device catalog
Yes
→ After the device catalog is opened again, the Bürkert device DTMs are present; see “Figure 12: Device
catalog with HART Comm DTM and Bürkert device DTMs”
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Project windowPACTware windowDevice catalog
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Operation and function
Figure 12: Device catalog with HART Comm DTM and Bürkert device DTMs
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Operation and function
6.2.2. Creating a project for Bürkert positioners
To be able to communicate with positioners and process controllers of types 8692, 8693, 8792 and 8793, first
select HART communication DTM and then a Bürkert device DTM:
1. To select a HART communication DTM and set parameter:
→ Select "HART Communication, Fa. Codewrights GmbH" from the device catalog and double click or drag and
drop to integrate it into the project.
Figure 13: To integrate a HART communication DTM:
→ Settings for the following parameters (mark communication DTM, then select the "Device / Parameter" menu
item with the menu bar or double click on the integrated communication DTM (COM1...n)):
Buerkert Werke GmbH
Figure 14: HART communication DTM - set parameters
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Communication interface: Extended HART modem
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Operation and function
Serial interface: Port: COM1…n, depending on the connection
1)
Baudrate: 9600
Parity: None
The remaining parameters can retain their default settings.
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Figure 15: Settings of the HART communications DTM
→ Click
OK
to transfer the set parameters to the database.
You can save the project with the "File / Save" menu item.
1) Depending on the device setting, factory setting: 9600 Bd
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Operation and function
2. To select a Bürkert DTM:
Select "8692 Positioner TopControl" or "8693 Process controller TopControl" or "8792 Positioner SideControl"
or “8793 Process controller SideControl”from the device catalog and double click or drag and drop to integrate it
into the project.
Figure 16: Integrating a device
The project is now created and can be saved under "File / Save".
You can determine under PACTware "Tools / Options," in the "Project" area whether the last project
should be opened when the program starts (see “Figure 17: PACTware options”).
Figure 17: PACTware options
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Operation and function
6.3. Basic settings
The basic settings of the positioner / process controller are implemented at the factory.
Once the device DTMs are activated, the basic settings can be adapted user-specifically:
• Define the device identification
• Run the automatic adjustment X.TUNE
• Transfer parameters (see chapter “6.4. Transferring parameters”)
• Parameterization of functions (see chapter “6.5. Parameterization”).
6.3.1. Activation of device DTMs
The DTM window is used for device identification, defining the basic settings, and parameterization of the device.
The window can be activated as follows:
• Double click on the required DTM in the project window or
• Right click and select "Parameters" or
• With the PACTware "Device / Parameters" menu item.
DTM window
Identification area
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Figure 18: DTM window
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Navigation area
Work area
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Operation and function
The navigation area contains the parameters and functions of the selected device in the folder structure
(see “Figure 19: Navigation area”):
Identification: Enter user-specific device designations
Device menu: Parameterization of functions
Adding auxiliary functions
RESET: Reset to factory settings
TUNE FUNCTIONS: Automatic adjustment of the positioner / process controller to the relevant operating
conditions
Parameter
Identification
Device menu
ACTUATOR
2)
INPUT
BUS.COMM
RESET
TUNE FUNCTIONS
Description
Device indicator (TAG)
Date
Device menu configure
Operating mode actuator
Set-point value input
Bus type - only readable
RESET
Start X.TUNE
Start PQ.LIN
Start P.TUNE
3)
3)
Enter user-specific device
designations
Adding auxiliary
functions
Device menu items for
parameterization of
functions
Reset to factory settings
Automatic adjustment of the
positioner / process controller to the relevant operating conditions
Figure 19: Navigation area
You can find a description and parameterization of individual functions in Sections “7. Basic functions”
and “8. Auxiliary functions”.
2) only for TopControl: Type 8692 and Type 8693
3) only for process controller Type 8693 and 8793
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Operation and function
6.3.2. Device identification
User-specific device data can be entered in the navigation area under the "Identification" item.
Figure 20: Identification
Description: User-specific device description
4)
Tag: User-specific device indicator (TAG)
Date: User-specific date
→ Click
Apply
to transfer the modified parameters to the database.
You can save the project with the "File / Save" menu item.
4)
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4) As per HART specification
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Operation and function
6.3.3. Running the automatic adjustment for TUNE FUNCTIONS
X.TUNE Automatic adjustment of the positioner
5)
PQ-LIN
P.TUNE
While the TUNE FUNCTIONS is running, the valve automatically moves from its current position!
• Never run TUNE FUNCTIONS while a process is running!
• Take appropriate measures to prevent the system / positioner / process controller from being unintentionally
actuated!
Automatic linearization of the process characteristic
5)
Self-optimization of the process controller
The TUNE FUNCTIONS must be run for a function check of the positioner / process controller to adjust
to specific local features.
WARNING!
NOTE!
Avoid maladjustment of the controller due to an incorrect compressed air supply or applied operating
medium pressure!
• Run TUNE FUNCTIONS whenever the compressed air supply (= pneumatic auxiliary energy) is available
during subsequent operation.
• Run the TUNE FUNCTIONS function preferably without operating medium pressure to exclude interference
caused by flow forces.
Set up connection
Figure 21: Starting TUNE FUNCTIONS
5) only with process controller Type 8693 and 8793
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Procedure example: function X.TUNE:
→ Set up connection → Set up TUNE FUNCTIONS in the navigation area
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Operation and function
→ Start X.TUNE. To do this, click
Start X.TUNE
6).
The progress of X.TUNE is shown in the communication software:
XTUNE startPOS 100...XTUNE end
Automatic adjustment can be interrupted with the
When the automatic adjustment completes, the message "XTUNE end" appears
►►►
Break X.TUNE
button.
7)
.
The changes are automatically transferred to the positioner's / process controller’s memory (EEPROM) after the
X.TUNE function is successful.
After X.TUNE is complete, read the device parameter for processing from the positioner / process controller (see chapter “6.4.1. Reading parameters from the device”).
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Figure 22: X.TUNE (example Type 8693)
6) X.TUNE can also be started on the positioner / process controller (see the relevant device operating
instructions).
7) If an error occurs, an error message appears (see Chapter “6.6. Error messages”).
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Operation and function
6.4. Transferring parameters
DTM: Read parameters fromthedevice
Figure 23: Transferring parameters
DTM: Write parameters
tothedevice
Setup connection
Break connection
6.4.1. Reading parameters from the device
Procedure:
→ Connect
→ Read parameters from device
with option to select: Read all parameters from device
Read directory only
Read directory and subdirectories only
If the parameters are transferred using the PACTware "Device / Load from device" menu item or using the
PACTware
icon, all parameters are read from the device.
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Operation and function
6.4.2. Write parameters to the device
NOTE!
If changes are made and transferred with the "Write all parameters to device" function, it is possible that
parameters in the device will be unintentionally overwritten!
• Read the current device data before you make the changes or
• transfer only the modified parameters by using the selection options "Write directory only" or "Write directory
and subdirectories only".
Procedure:
→ Connect
→ Write parameters to device
with option to select: Write all parameters to device
Write directory only
Write directory and subdirectories only
If the parameters are transferred using the PACTware "Device / Store to device" menu item or using the
PACTware
icon, all (!) parameters will be written to the device.
More extensive explanations describing operation and how to create a project are available in the PACTware
online help. For start-up and parameterization, refer also to the operating instructions for the relevant device.
6.5. Parameterization
A distinction is made in parameterization between offline and online mode.
Offline mode
In Offline mode the project can be created and parameters can be changed and saved without devices connected. Then the data can be saved later to connected devices in Online mode
Online mode
In Online mode the device to be parameterized must be connected and ready for operation. Selecting the corresponding DTM by right clicking and selecting the "Connect" command or with PACTware menu "Device /
Connect" causes Online mode to be prepared. Then parameters can be read directly from the device or trans-
8)
ferred to the device
.
8)
.
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8) Note regarding read / write device data:
The device DTM is a universally valid DTM containing all parameters for all device variants. A check therefore
determines before the data transfer from DTM which device variant is connected and deactivates the
parameters/ menu items of variants not present in the DTM.
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