Emerson 475 User Manual

User’s Manual

Rev K­

May 2015

475 Field Communicator

User’s Manual

475 FIELD COMMUNICATOR

475 Field Communicator

NOTICE

Read this User’s Manual before working with the 475 Field Communicator. For personal and system safety, and for optimum product performance, thoroughly understand the contents before using or servicing this product.

For equipment service needs, contact the nearest product representative.

©Emerson Process Management. 2015. All rights reserved.

The Emerson logo is a trademark and service mark of Emerson Electric Co.

AMS, DeltaV, and ValveLink are marks of one of the Emerson group of companies.

Windows is a registered trademark of Microsoft Corporation in the United States and other countries.

IrDA is a registered trademark of the Infrared Data Association. Bluetooth is a registered trademark of the Bluetooth SIG, Inc. FOUNDATION is a trademark of the Fieldbus Foundation of Austin, Texas, USA.

HART and WirelessHART are registered trademarks of the HART Communication Foundation of Austin, Texas, USA.

Hitachi is a registered trademark of Hitachi America, Ltd. All other marks are property of their respective owners.

www.fieldcommunicator.com

475 FIELD COMMUNICATOR

TABLE OF CONTENTS

SECTION 1

Introduction

Using this manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

SECTION 2 Learning the basics

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Safety messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 475 Field Communicator overview . . . . . . . . . . . . . . . . . 10

Device interoperability. . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Working in a hazardous area . . . . . . . . . . . . . . . . . . . . . 11 Battery and

power supply/charger . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Using the touch screen . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Using the keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Accessories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Assembly. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Installing the System Card and the battery . . . . . . . . . . . 21 Removing the battery and the System Card . . . . . . . . . . 22

Starting up and shutting down . . . . . . . . . . . . . . . . . . . . 22

Starting up. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 The Field Communicator Main Menu . . . . . . . . . . . . . . . 22 Entering standby . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Shutting down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

About. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Power Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Retrain Battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Touch Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Event Capture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Connecting to a device . . . . . . . . . . . . . . . . . . . . . . . . . . 28 PC applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

AMS Device Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Field Communicator Easy Upgrade Utility . . . . . . . . . . . 28 Connecting the 475 Field Communicator or System Card29 Upgrading the 475 Field Communicator . . . . . . . . . . . . . 33

www.fieldcommunicator.com

4	Table of Contents

Adding functionality by enabling licenses . . . . . . . . . . . . 33

ScratchPad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Creating a new document . . . . . . . . . . . . . . . . . . . . . . . . 35

Opening an existing document . . . . . . . . . . . . . . . . . . . . 35

ValveLink Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Running a self test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Calibrating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

SECTION 3

HART functionality

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Safety messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Basic features and functions . . . . . . . . . . . . . . . . . . . . . 40

HART Application functionality . . . . . . . . . . . . . . . . . . . . 40 Using a fast key sequence . . . . . . . . . . . . . . . . . . . . . . . 40

Starting the HART Application . . . . . . . . . . . . . . . . . . . . 40 Working with offline configurations . . . . . . . . . . . . . . . . 41

Creating a new configuration . . . . . . . . . . . . . . . . . . . . . 41 Opening a saved configuration . . . . . . . . . . . . . . . . . . . . 42 Transferring configurations to a PC application . . . . . . . 44

Working online with HART devices . . . . . . . . . . . . . . . . 45

Connecting to a HART device. . . . . . . . . . . . . . . . . . . . . 45 Displaying the connected HART devices . . . . . . . . . . . . 48 The HART icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Saving a device configuration . . . . . . . . . . . . . . . . . . . . . 49 Displaying Device Setup options . . . . . . . . . . . . . . . . . . 50 Displaying Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Configuring the HART Application . . . . . . . . . . . . . . . . . 52

Using hot keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Changing the HART polling options . . . . . . . . . . . . . . . . 53 Ignoring status messages . . . . . . . . . . . . . . . . . . . . . . . . 55 Displaying the HART short tag or long tag in a menu title 55 Storage Cleanup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Viewing available device descriptions. . . . . . . . . . . . . . . 56 Simulating an online connection to a HART device . . . . 56

Running HART diagnostics . . . . . . . . . . . . . . . . . . . . . . . 57

DC voltage measurement (HART terminals) . . . . . . . . . 57

Disconnecting from a HART device . . . . . . . . . . . . . . . . 57

SECTION 4

Fieldbus functionality

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Safety messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Basic features and functions . . . . . . . . . . . . . . . . . . . . . 60

Fieldbus Application functionality . . . . . . . . . . . . . . . . . . 60 Link Active Scheduler (LAS) . . . . . . . . . . . . . . . . . . . . . . 60 LAS hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Table of Contents

5

Starting the Fieldbus Application . . . . . . . . . . . . . . . . . . 61

Working online with fieldbus devices . . . . . . . . . . . . . . 61

Connecting to a fieldbus device . . . . . . . . . . . . . . . . . . . 62

Displaying the connected fieldbus devices . . . . . . . . . . . 65

Displaying the online device . . . . . . . . . . . . . . . . . . . . . . 66

Block modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Device blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Displaying Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Configuring the Fieldbus Application . . . . . . . . . . . . . . 75

Changing the fieldbus polling addresses . . . . . . . . . . . . 75

Changing the Slot Time . . . . . . . . . . . . . . . . . . . . . . . . . 76

Viewing available device descriptions. . . . . . . . . . . . . . . 76

Running fieldbus diagnostics . . . . . . . . . . . . . . . . . . . . . 77

DC voltage measurement . . . . . . . . . . . . . . . . . . . . . . . . 77

Noise level measurement . . . . . . . . . . . . . . . . . . . . . . . . 77

Signal level measurement. . . . . . . . . . . . . . . . . . . . . . . . 77

Disconnecting from a fieldbus device . . . . . . . . . . . . . . 78

SECTION 5 Troubleshooting

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Troubleshooting suggestions . . . . . . . . . . . . . . . . . . . . . 79

Error and status messages . . . . . . . . . . . . . . . . . . . . . . . 84 Information for Technical Support . . . . . . . . . . . . . . . . . 90

APPENDIX A Reference data

Processor and memory specifications. . . . . . . . . . . . . . 91

Microprocessor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Physical specifications . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Weight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Usage specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Temperature limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Storage with batteries . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Storage without batteries . . . . . . . . . . . . . . . . . . . . . . . . 92 Enclosure rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Shock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 General guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Connection specifications. . . . . . . . . . . . . . . . . . . . . . . . 92

HART and fieldbus communication terminals . . . . . . . . . 92 Connection types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Battery specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Battery type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Charge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

6	Table of Contents

Lights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Operating time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Power supply/charger specifications . . . . . . . . . . . . . . . 94

Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Lights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Voltage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Technical data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Order information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Spare parts list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

APPENDIX B Product certifications

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Approved Manufacturing Locations . . . . . . . . . . . . . . . . 99

FCC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

IC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Telecommunications Regulatory Authority . . . . . . . . . 100

European Directive Information - CE Compliance . . . 100

R&TTE (1999/5/EC) . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Electro Magnetic Compatibility (2004/108/EC) . . . . . . . 100

Low Voltage (2006/95/EC) . . . . . . . . . . . . . . . . . . . . . . 100 ATEX Directive (94/9/EC) (KL option only) . . . . . . . . . . 100

Hazardous Locations Certifications (KL option only). 100

European Certifications. . . . . . . . . . . . . . . . . . . . . . . . . 100

International Certification . . . . . . . . . . . . . . . . . . . . . . . 101

North American Certifications . . . . . . . . . . . . . . . . . . . . 101

Power Supply/Charger Certification . . . . . . . . . . . . . . . 102

Declaration of Conformity/Approvals . . . . . . . . . . . . . . 102

Label Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Approval Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

APPENDIX C Graphics information

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Screen layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Graphics options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-117

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I-125

	475 FIELD COMMUNICATOR
SECTION 1	INTRODUCTION
USING THIS MANUAL	The sections in this manual provide the following information on the
	475 Field Communicator.
	Section 2: Learning the basics contains information on assembly,
	components, starting, entering standby, shutting down, settings,
	supported PC applications, and maintaining the 475 Field
	Communicator.
	Section 3: HART functionality contains information on starting and
	configuring the HART® Application, working offline, communicating
	with HART devices, modifying device parameters, and running
	diagnostics.
	Section 4: Fieldbus functionality contains information on starting
	and configuring the Fieldbus Application, communicating with fieldbus
	devices, modifying device parameters, and running diagnostics.
	Section 5: Troubleshooting provides solutions to the most common
	475 Field Communicator operating problems.
	Appendix A: Reference data provides physical, functional, and
	performance specifications.
	Appendix B: Product certifications contains hazardous location
	and international certifications, European directive information, and
	approval drawings.
	Appendix C: Graphics information contains an overview of the
	Graphics functionality and options in the 475 Field Communicator.

www.fieldcommunicator.com

8	Introduction

		475 FIELD COMMUNICATOR
SECTION 2	LEARNING THE BASICS
OVERVIEW	This section provides instructions on basic features and functions of
	the 475 Field Communicator. It also provides information on assembly,
	components, starting, entering standby, shutting down, settings,
	applications, and maintaining the 475 Field Communicator. The
	functionality described in this section is based on system software
	version 3.9.
SAFETY MESSAGES	Procedures and instructions in this section may require special
	precautions to ensure the safety of the personnel performing the
	operation. Information that raises potential safety issues is indicated by
	a warning symbol ( ). Refer to the safety messages before
	performing an operation preceded by this symbol. See the
	“Troubleshooting” section for more warning messages.
		IMPORTANT NOTICE
	This equipment has been tested and found to comply with the
	limits for a Class A digital device, pursuant to part 15 of the FCC
	Rules. These limits are designed to provide reasonable protection
	against harmful interference when the equipment is operated in a
	commercial environment. This equipment generates, uses, and
	can radiate radio frequency energy and, if not installed and used in
	accordance with the user’s manual, may cause harmful
	interference to radio communications. Operation of this equipment
	in a residential area is likely to cause harmful interference in which
	case the user will be required to correct the interference at his own
	expense.
	This device complies with Part 15 of the FCC Rules. Operation is
	subject to the following two conditions: (1) this device may not
	cause harmful interference, and (2) this device must accept any
	interference received, including interference that may cause
	undesired operation.
	Any modifications made to this device that are not approved by
	Emerson Process Management may void the authority granted to
	the user by the FCC to operate this equipment.
	This Class A digital apparatus complies with Canadian ICES-003.

www.fieldcommunicator.com

10	Learning the basics

475 FIELD COMMUNICATOR OVERVIEW

Device interoperability

WARNING

You can install or remove the Lithium Ion (Li-Ion) battery (Power Module) in a hazardous area environment.You cannot charge the battery in this environment because the power supply/charger (00375-0003-0005) is not IS-approved.

The 475 Field Communicator supports HART and FOUNDATION fieldbus devices, letting you configure, maintain, or troubleshoot devices. When using the 475 Field Communicator to communicate with devices, follow all standards and procedures applicable to the location. Failure to comply may result in equipment damage and/or personal injury. Be sure to understand and comply with the sections in this manual.

The 475 Field Communicator includes a color LCD touch screen, a Li-Ion battery (Power Module), a SH3 processor, memory components, System Card, and integral communication and measurement circuitry.

The Field Communicator also supports multiple languages. See the readme file included with the Field Communicator Easy Upgrade Utility or www.fieldcommunicator.com for more information.

The 475 Field Communicator is designed to operate with a wide range of HART and FOUNDATION fieldbus devices independent of device manufacturer. Device interoperability is achieved through the Electronic Device Description Language (EDDL) technology supported by the HART Communication Foundation and Fieldbus Foundation.

Basic testing is performed on all device descriptions. Each device manufacturer is asked to certify that they thoroughly tested their devices with the 475 Field Communicator. If certification is not received, a warning message displays when you attempt to communicate with an untested device. New device descriptions are available from the Field Communicator Easy Upgrade Utility or the Resource CD or DVD.

Learning the basics	11

Working in a hazardous area

Battery and

power supply/charger

A 475 Field Communicator that meets the Intrinsic Safety requirements (I/S-approved) can be used in Zone 0 (FM), Zone 1, or Zone 2, for Group IIC, and Class I, Division 1 and Division 2, Groups A, B, C, and D locations.

An IS-approved 475 Field Communicator may be connected to loops or segments that are attached to equipment located in Zone 0, Zone 1, Zone 2, for Group IIC; Zone 20, Zone 21, Zone 22, and Class I, Division 1 and Division 2, Groups A, B, C, and D locations.

IS-approved 475 Field Communicators are ordered with the KL option and have an additional label on the back of the 475 that lists the approvals.

See Appendix B “Product certifications” for more information about IS approvals and installations.

CAUTION

You can install or remove the Li-Ion battery in a hazardous area environment. You cannot charge the battery in this environment because the power supply/charger is not IS-approved.

The 475 Field Communicator is powered by a Li-Ion battery that has a green, 6-pin connector. The power supply/charger also has a green connector to match the appropriate connector on the battery. See Figure 2-1 for the location of the connector.

Prior to using the 475 Field Communicator without the power supply/charger connected, fully charge the battery.

Guidelines and precautions

Understand and follow the guidelines and precautions below before using the battery or power supply/charger.

•When transporting a Li-Ion battery, follow all applicable regulations.

•Protect the battery and power supply/charger from moisture, and respect operating and storage temperature limits. See Appendix A “Reference data” for more information.

•Do not cover the battery or power supply/charger, subject it to prolonged periods of direct sunlight, or place it upon or next to heat-sensitive materials.

•Charge the battery with only the Field Communicator power supply/charger. The power supply/charger should not be used with other products. Failure to comply may permanently damage your 475 Field Communicator and will void the IS approval and the warranty.

•Do not open or modify the battery or power supply/charger. There are no user-serviceable components or safety elements inside. Opening or modifying them will void the warranty and could cause personal harm.

12	Learning the basics

Checking the remaining charge

To view the remaining charge, press the Charge Indicator button on the lower left side of the battery. See Figure 2-1 for the location of this button. When you press and release the button, the lights above the button slowly illuminate to display the charge remaining. Each light represents 20 percent of the charge. The battery is fully charged when all of the lights are illuminated.

You can also check the remaining charge from the Settings menu on the Field Communicator Main Menu. See “Power” on page 25 for more information.

Figure 2-1. Li-Ion battery example

Charge Indicator button	Lights illuminated by pressing the Charge
	Indicator button

Li-Ion battery

Green power supply/charger connector (side)

Charging the battery

Prior to first portable use, fully charge the battery. The battery can be charged separately or while attached to the 475 Field Communicator. The 475 Field Communicator is fully operable while the battery is recharging, and a full charge takes 2-3 hours. An overcharge condition will not occur if the power supply/charger remains connected.

CAUTION

You can remove and install the Li-Ion battery in a hazardous area environment. You cannot charge the battery in this environment because the power supply/charger is not IS-approved.

Learning the basics	13

To charge the battery:

1.Plug the power supply/charger into a power outlet.

2.Plug the green power supply/charger connector into the green connector on the battery. The flat side of the power supply/charger connector should face the front of the 475 or the inside of the battery, if the battery is not attached to the 475. The battery is fully charged when the light on the power supply/charger is green.

Figure 2-2. Charging the battery connected to the 475 Field

Communicator

Power supply/charger connector

Power supply/charger		Power supply/charger lights

14	Learning the basics

Power supply/charger lights

Three lights are on the power supply/charger to indicate the conditions below. Each light displays a different color.

Table 2-1. Power supply/charger lights

Color	Condition
Green	The battery is fully charged.
Flashing green	The battery is nearly fully charged.
Yellow	The battery is charging.
Flashing yellow	The power supply/charger is not connected to
	the 475 Field Communicator.
Flashing yellow and	The remaining charge in the battery is very low.
red
Red	Charging cannot occur. Contact Technical
	Support for more information.

Maintaining the battery

To help maintain the performance and life of the Li-Ion battery, understand and follow the guidelines below:

•Recharge the battery frequently, preferably after each use or at night. Limit the number of full discharges, if possible.

•Frequent use at high temperatures can reduce performance.

•Use a dry location at or near room temperature when storing the battery for an extended time. Prolonged storage at higher temperatures can reduce performance.

•Ensure the remaining charge level is at or near mid-capacity when storing for an extended time. The remaining charge will slowly drain during storage. Periodically charge the battery to ensure the remaining charge does not drain to low levels.

Learning the basics	15

Figure 2-3. 475 Field Communicator shown with optional rubber boot

IrDA® interface		HART and FOUNDATION fieldbus
(top)		communication terminals (top)

Touch screen display

Power key and light

Strap attachment (side)

Navigation keys (four arrow keys)

Li-Ion battery (back) and

System Card (internal)

Tab key

Alphanumeric

keypad

Lights illuminated by pressing the Charge Indicator button (side)

Charge Indicator button (side)

Strap attachment (side)

Bluetooth®

light

Backlight key

Strap attachment (side)

Enter key

Stylus (in the strap)

Function key and light (for multiple-key combination functionality)

Green power supply/charger connector on the battery

(side)

Strap attachment (side)

16	Learning the basics

Using the touch screen The touch screen and keypad let you select menu items and enter text. Use the provided stylus or the up and down arrow keys on the keypad to select a menu item. On the Settings and Field Communicator Main Menu, tap an icon or press Enter to open the selected icon. On other menus, double-tap the selected item on the screen or press the right arrow key on the keypad to open a menu item.

CAUTION

Contact the touch screen with blunt items only, preferably the stylus included with the 475 Field Communicator. See Figure 2-3 on page 15 for the location of the stylus. Sharp instruments, such as screwdrivers, can damage the touch screen. Repairing the touch screen requires replacement of the entire display assembly, which is possible only at an authorized service center.

	Use the back arrow icon (	) on the window to return to the previous
	menu. Use the close icon (	) in the upper right corner of the window
	to end the application.
	If the touch screen seems inaccurate, you can recalibrate it. For more
	information, see “Touch Screen” on page 26.
	NOTE
	All instructions in this manual are written for the touch screen.
	Use the soft input panel (SIP) keyboard
	The SIP keyboard allows for alphanumeric input using the touch
	screen. The SIP keyboard detects when you need to enter characters
	and appears automatically as required.
Using the keypad	The following section describes the buttons on the 475 Field
	Communicator keypad.

Bluetooth symbol ( )

The Bluetooth symbol on the keypad is illuminated by a blue light when

Bluetooth is enabled from the Listen for PC window. The 475 Field

Communicator must be licensed for Bluetooth to use this functionality.

Power key

The Power key is used to power on and off the 475 Field Communicator or to put it in standby. You can set the default option, stand by or shut down, from the Settings menu. See “Power Button” on page 26 for more information. The green light on the Power key flashes when you press and hold the Power key to turn on the 475 Field Communicator. The light is constant when the 475 is on, and it slowly blinks when the 475 is in standby.

Learning the basics	17

If the Power key is pressed when there is unsent data or a device method is running, a warning message appears. Tap OK to have the 475 Field Communicator enter standby or shut down, or tap Cancel to return to the previous window.

The Power key is disabled when the 475 Field Communicator is in Listen for PC mode or when the ScratchPad application is open.

Arrow navigation keys

Four arrow navigation keys let you move through the menus and icons in the applications. Press the up and down arrow keys to select a menu item. On the Settings and Field Communicator Main Menu, tap an icon or press the Enter key to open the selected menu. On all other menus, use the right arrow key to open a menu item or the left arrow key to return to the previous menu.

The blue text near the keys indicates alternate functionality that can be enabled by pressing the Function key.

Enter key

The Enter key lets you open the selected (highlighted) button on a window or an icon on the Field Communicator Main Menu or Settings Menu. For example, if you push the Enter key when the Cancel button on a window is selected, you will close that window.

Tab key

The Tab key lets you move between selectable controls on a window. Pressing the Tab key selects the icons from left to right across all of the rows on the screen.

Alphanumeric keypad

The alphanumeric keypad lets you enter letters, digits, and other characters, such as punctuation marks. The 475 Field Communicator automatically determines which text options are available depending upon the input necessary for the particular field.

To enter text when in alphanumeric mode, press the desired keypad button in quick repetition to scroll through the options to display the appropriate letter or number. For example, to type the letter Z, press the 9 key quickly four times.

The blue text near the keys indicates alternate functionality that can be enabled by pressing the Function key. The alternate function on the alphanumeric 5 key (insert) will be activated in future releases of the 475 Field Communicator software.

18	Learning the basics
	Backlight key
	The Backlight key lets you adjust the intensity of the touch screen
	display. There are four different settings. The intensity impacts the
	charge in the battery. Expect a shorter charge life for higher intensities.
	See “Backlight” on page 24 for information on timers that can turn off
	the backlight after specified periods of inactivity. These timers can help
	conserve the battery power.
	Function (Fn) key
	The Function key lets you enable alternate functionality on select keys.
	The Function key does not apply for menus displaying icons.The blue
	text near the other keys on the keypad indicate the alternate
	functionality. When the Function key is enabled, the orange light in the
	left corner of the Function key appears and the FN button on the Soft
	Input Panel (SIP), if displayed, is highlighted. Press the Function key
	again to disable the functionality and turn off the light.
Memory	Types
	The 475 Field Communicator memory consists of three components:
	1.Internal Flash—32MB non-volatile RAM. The Internal Flash memory
	stores the operating system and system software. It also stores the
	following:
	• Up to 25 HART configurations
	• HART Event Captures
	• FOUNDATION fieldbus statistics
	• Text files saved from ScratchPad
	2.System Card—an internal 1 GB or higher Secure Digital Card with
	non-volatile flash memory. A copy of installable system software
	exists on every System Card. The System Card also contains all
	HART and FOUNDATION fieldbus device descriptions and can store
	up to 1,000 HART configurations, depending on the sizes of the files.
	3.RAM—32MB used only for program execution.
	Available memory space
	To view the available memory in your 475 Field Communicator,
	connect to the Field Communicator Easy Upgrade Utility or tap the
	Memory icon from the Settings menu. The Field Communicator Main
	Menu displays the Settings menu item. See “Memory” on page 27 for
	more information.
	Free memory on the System Card
	Over time, your System Card may become full and unable to store new
	files. To free memory on your System Card, use the Memory
	Management feature in the Field Communicator Easy Upgrade Utility.
	This lets you filter and select which device descriptions can be
	transferred onto your System Card. Device descriptions from selected
	manufacturers or protocols are omitted during an upgrade, allowing
	more space for other files.

Learning the basics	19
	If the selected device descriptions are already on your 475, they are
	removed the next time you connect the 475 Field Communicator to the
	Easy Upgrade Utility. You are prompted before the files are removed.
	See the Easy Upgrade Utility Help for more information.
Accessories	Rubber boot
	A rubber boot can be purchased to further protect your 475 Field
	Communicator. The boot has an additional stand on the back, cut outs
	for the straps, and holders for the stylus. An anti-static material is used
	to meet the applicable Intrinsic Safety requirements.
	Figure 2-4. Back of the 475 Field Communicator Rubber Boot

20	Learning the basics

Straps

Two straps are available with the 475 Field Communicator. The magnetic strap attaches to the top of the 475 Field Communicator and lets you hang it from a metal pipe. The strap attachment is located near the HART and fieldbus terminals on the top of the 475 Field Communicator.

The side strap lets you attach a strap to the sides or back of the 475 Field Communicator, making it easy to carry. See Figure 2-5. The side strap also holds the stylus used with the touch screen.

Figure 2-5. Side Strap Example

Learning the basics	21

ASSEMBLY

Installing the System Card and the battery

If you received a 475 Field Communicator with the System Card already installed, proceed to the " Starting up" section.

1.Place the 475 Field Communicator face down on a level, secure surface.

2.Remove the protective rubber boot, if attached.

3.With the battery removed, slide the System Card (labeled System Card), with the metal card contacts facing up, into the System Card socket until it clicks. The System Card socket is spring-loaded. See Figure 2-6 for the location of the System Card socket.

The System Card is not locked into the System Card socket in the image below.

Figure 2-6. Back of the 475 Field Communicator

Bluetooth approval label

Battery retaining screws

Connector pins

Strap attachment

Li-Ion battery

Main unit label

Stand

IS label (KL option)

Strap attachment

System Card partially inserted into the System Card socket

CAUTION

The System Card must be supplied by the 475 Field Communicator manufacturer. Failure to comply will void the IS approval.

4.With the 475 Field Communicator still face down, ensure the tops of the two battery retaining screws are loose and slightly above the top of the 475.

5.Align the sides of the battery with the 475 and carefully slide it forward until it is secure.

6.Carefully hand tighten the two battery retaining screws to secure the battery. (Do not over tighten, 0.5Nm maximum torque load.)

CAUTION

The connector pins may be damaged if the 475 Field Communicator and battery are improperly aligned.

22	Learning the basics

Removing the battery and the System Card

STARTING UP AND

SHUTTING DOWN

Starting up

The Field Communicator

Main Menu

To remove the battery and System Card:

1.Remove the rubber boot, if attached.

2.Place the 475 Field Communicator face down on a level, secure surface.

3.Loosen the battery retaining screws until the top of each screw is slightly above the top of the 475 Field Communicator.

4.Slide the battery off the 475 Field Communicator. Do not pull up the battery because this could damage the connector pins.

5.Push the System Card into the System Card socket until it clicks to release it. The System Card socket is spring-loaded.

6.Grasp the System Card with your fingers and slide it straight out of the 475 Field Communicator.

Prior to using the 475 Field Communicator without the power supply/charger, fully charge the battery. See “Charging the battery” on page 12 for more information.

Before operating the 475 Field Communicator, ensure:

•The 475 Field Communicator is not damaged.

•The battery is fully seated.

•All screws are sufficiently tightened.

•The communication terminal recess is free of dirt and debris.

Press and hold the Power key on the keypad until the green light on that key flashes (approximately two seconds). See Figure 2-3 on page 15 for the location of the Power key.

During startup, the 475 Field Communicator automatically checks for any system software upgrades available on the internal System Card. You are notified if an upgrade is on the System Card and ready to be installed. The Field Communicator Main Menu appears.

The Field Communicator Main Menu is the first menu that appears after you start the 475 Field Communicator. This menu lets you run the HART and the Fieldbus Applications, view the Settings menu, communicate with a PC, and launch ScratchPad or ValveLink™ Mobile. See Section 3 “HART Functionality” and Section 4 “Fieldbus Functionality” for more information on these applications.

Learning the basics	23

Figure 2-7. Field Communicator Main Menu

Entering standby	You can put the 475 Field Communicator into standby to save power or
	to reduce the boot-up time if you are using the 475 Field
	Communicator intermittently. Standby turns off the touch screen and
	areas within the 475 Field Communicator.
	You can put the 475 Field Communicator in standby when the HART
	Application or the Fieldbus Application is running. If you are working
	online with a device when standby is entered, the application main
	menu is displayed when the 475 Field Communicator returns from
	standby. Otherwise, the 475 Field Communicator displays the last
	open window.
	To enter standby, press the Power key. From the Power Switch dialog
	box, tap Stand by and tap OK or press the Enter key. Tap Cancel to
	close the dialog box and return to the application. You can set the
	default option on the Power Switch dialog box. See “Power Button” on
	page 26 for more information.The green light on the Power key slowly
	flashes when the 475 Field Communicator is in standby. To leave
	standby, press the Power key.
	The 475 Field Communicator also enters standby if the standby timer
	has expired. See “Power” on page 25 for more information.
Shutting down	To shut down the 475 Field Communicator, press the Power key. From
	the Power Switch dialog box, tap Shut down and tap OK or press the
	Enter key. Tap Cancel to close the dialog box and return to the
	application. You can set the default option on the Power Switch dialog
	box. See “Power Button” on page 26 for more information.
	The 475 Field Communicator shuts down if the auto-off timer has
	expired. See “Power” on page 25 for more information.
	You can also shut down the 475 Field Communicator by
	simultaneously pressing the Backlight key and the Function key until
	the display turns off. The shut down is accomplished in the hardware
	(similar to removing the power to a PC using a switch). This is not the
	recommended way of shutting off the 475 Field Communicator. Use
	this method to shut down and reset the 475 Field Communicator if the
	screen appears to lock up and does not respond when you use the
	touch screen or keypad.

24	Learning the basics

SETTINGS	You can view and modify the options below for the 475 Field
	Communicator from the Settings option on the Field Communicator
	Main Menu.
	To return to the Field Communicator Main Menu, tap the Back button
	on the screen. Tap the MORE button to view additional items on the
	Settings menu.
About	The About setting lets you view the software revisions in your 475 Field
	Communicator. If you need to call Technical Support personnel, have
	the system software version, Communication and Diagnostic Circuitry
	(CDC) version, and the operating system version available.
	Tapping RE-IMAGE re-installs the operating system, system software,
	and applications on your 475 Field Communicator. The power
	supply/charger must be connected when the RE-IMAGE operation is
	performed. During the operation, the standby and auto-off timers are
	disabled. This operation should only be performed under the direction
	of Technical Support personnel.
	Tapping RE-FLASH re-installs the firmware and software from the
	System Card. The power supply/charger must be connected when the
	RE-FLASH operation is performed. During the operation, the standby
	and auto-off timers are disabled. This operation should only be
	performed under the direction of Technical Support personnel.
	Tap OK to return to the Settings menu.
Backlight	The Backlight setting lets you adjust the backlight intensity of the
	screen. To adjust the backlight, drag the slider left to right.
	The Backlight setting also lets you set timers to automatically turn off
	the backlight after a specified period of inactivity to save battery power.
	To enable a timer, tap a drop-down list and select the appropriate time
	interval. The external power timer applies when the power
	supply/charger is connected to the 475 Field Communicator
	After you select the appropriate backlight settings, tap OK to retain this
	setting for this session only, SET DEFAULT to retain this setting upon
	startup, or CANCEL to exit without changes.
Clock	The Clock setting lets you set the date, time, and time zone on the 475
	Field Communicator. Configure the date by using the drop-down list.
	To configure the time, select the appropriate time field and use the
	arrows to scroll through values until you find the correct time. Select
	the drop-down list to select a time zone. Tap OK to save the changes
	and to close the window, or CANCEL to exit without changes.

Learning the basics	25

Contrast

Licenses

Power

The Contrast setting lets you adjust the lightest and darkest areas on the window. This option applies to only the 375 Field Communicator.

NOTE

Temperature can affect contrast.

The Licenses setting lets you view the enabled and available licenses for the 475 Field Communicator. A checkmark indicates the license is enabled. Unlicensed features cannot be accessed. The following licenses and information are displayed:

•HART - enables your 475 to run the HART Application to communicate with HART devices.

•Graphics - enables your 475 Field Communicator to display device information as images, charts, and graphs.

•Easy Upgrade - enables you to upgrade your 475 Field Communicator with the latest system software and device descriptions at your site, without having to send it to a service center.

•Exp Date - displays the expiration date of the Easy Upgrade license. The date is listed as year-month-day. N/A appears if the 475 is not licensed for Easy Upgrade.

•Bluetooth - enables your 475 Field Communicator to communicate with supported PC applications, such as the Easy Upgrade Utility, using Bluetooth.

•FOUNDATION fieldbus - enables the 475 Field Communicator to run the Fieldbus Application to communicate with fieldbus devices.

•Device Config Management - enables you to save HART device or user configurations to the System Card and to print and store them using the Easy Upgrade Utility.

The License window also displays the Unit Name and System Card Serial Number (SN) of the 475 Field Communicator. See the Easy Upgrade Utility Help for more details on assigning a Unit Name. Tap OK to return to the Settings menu.

The Power setting lets you specify power management options when the 475 Field Communicator is on battery power. The standby timer puts the 475 Field Communicator in standby and the auto-off timer shuts down the 475 Field Communicator after the specified values of inactivity. To specify values for the standby or auto-off timer, select the time intervals from the drop-down lists. If set to short intervals, these timers will save battery power.

The Maximize Power Savings option conserves additional battery power by letting the 475 Field Communicator enter standby or shut down when communicating with a device. To enable Maximize Power Savings, tap the checkbox. If this option is disabled, the 475 Field Communicator will not enter standby or shut down when communicating with a device.

26	Learning the basics

After you select the appropriate power management settings, tap OK to apply the settings for this session only, SET DEFAULT to retain the settings upon startup, or CANCEL to exit without changes.

The Power Button setting lets you set the default option for the Power Power Button Switch dialog. The Power Switch dialog appears when you press the

Power key. This option does not let the Field Communicator automatically shut down or enter stand by when you press the Power key. You still need to tap OK.

From the Power Button screen, select the Stand by or Shut down option and then tap OK to apply the settings for this session only, SET DEFAULT to retain the settings upon startup, or CANCEL to exit without changes.

The Retrain Battery setting lets you fully discharge the battery so it can Retrain Battery be charged to its full capacity. Perform this operation if you notice a

significant decrease in charge life or performance.

CAUTION

It should not be necessary to perform this operation on a regular basis.

Doing so may damage the Li-Ion battery.

Ensure the power supply/charger is not connected when this operation is performed. During the operation, the backlight is set to its brightest setting to quickly discharge the battery. The backlight, standby, and auto-off timers are disabled. If you tap CANCEL, the battery stops discharging and the backlight, standby, and auto-off timers are re-enabled. The backlight setting is also restored.

After the battery is fully discharged, make sure it is fully recharged before using it without the power supply/charger. You can use the 475 Field Communicator while the battery is recharging.

To retrain the battery:

1.Disconnect the power supply/charger, if it is connected to the 475 Field Communicator.

2.Tap Retrain Battery from the Settings menu.

3.Wait until the 475 Field Communicator shuts down. It may take up to several hours to discharge the battery, depending on the charge remaining when the operation began.

Connect the power supply/charger to the 475 Field Communicator and fully charge the battery.

The Touch Screen setting lets you calibrate the touch screen with the Touch Screen display. Tap the center of the cross hairs firmly and accurately at each

location on the window. The target continues to move until the touch screen is aligned. Touch screen alignment is retained upon start up.

Learning the basics	27

The Event Capture setting lets you create an Event Capture file (.rec), Event Capture which is a log of communication, input, and output that occurs between the 475 Field Communicator and a device (HART only). When working

with Technical Support personnel, you may be asked to create an Event Capture file to help troubleshoot issues that cannot be easily isolated or resolved. The Event Capture file can then be transferred to your PC using the Field Communicator Easy Upgrade Utility and sent to Technical Support personnel for review.

Tap the option to activate the Event Capture feature. The option is black when selected. To delete an existing Event Capture, tap

DELETE EVENT FILE.

NOTE

While Event Capture is enabled, device status and warning messages do not appear.

To create and send an Event Capture file:

1.Tap Settings from the Field Communicator Main Menu.

2.Tap MORE and then tap Event Capture.

3.Tap Turn on HART event capture from the Event Capture window and tap OK.

4.Tap HART from the Field Communicator Main Menu.

5.Enter a file name for the Event Capture file and tap OK. The file is saved to a default location.

6.Perform the requested operations to capture the data.

7.Use the Field Communicator Easy Upgrade Utility to transfer the file from your 475 Field Communicator to your PC. See the Easy Upgrade Utility Help for more information.

The Memory setting lets you view available free space in the System Memory Card, Internal Flash, or RAM. To select the Memory icon, tap MORE

on the Settings screen. If you have less than 10 percent of memory free, the value is highlighted yellow.

28	Learning the basics
CONNECTING TO A	Use the provided lead set and the HART or Fieldbus (if licensed)
DEVICE	Applications to connect and communicate with a device. The
	appropriate device description is also required. If the 475 Field
	Communicator does not have the HART device description, the device
	can be displayed in forward compatibility mode. This mode uses a
	generic device description and does not display all device functionality.
	Three terminals for the lead set are on the top of the 475 Field
	Communicator. Each red terminal is a positive connection for its
	protocol, while the black terminal is a common terminal shared by both
	protocols. An access door ensures only one pair of terminals is
	exposed at any one time. Several markings indicate which pair of
	terminals is for which protocol.
	See "Section 3 HART functionality" and "Section 4 Fieldbus
	functionality" for wiring diagrams and more information. Appendix B
	displays diagrams for Intrinsically Safe installations.
PC APPLICATIONS	Connect your 475 Field Communicator to a supported PC application,
	such as AMS Suite: Intelligent Device Manager or the Field
	Communicator Easy Upgrade Utility, to download new system
	software, device descriptions, and licenses. You can also transfer
	HART configuration files, Event Capture files, and ScratchPad (.txt)
	files to a PC.
AMS Device Manager	The 475 Field Communicator can connect to AMS Device Manager
	(version 6.2 or higher), letting you create, open, edit, or compare
	HART device or user configuration files. You may need to connect
	using IrDA if Bluetooth is not supported in your version. You can also
	transfer configurations between AMS Device Manager and a storage
	location in the 475 Field Communicator. Check the AMS Device
	Manager Books Online for more information.
Field Communicator Easy	The 475 Field Communicator can connect to the Field Communicator
Upgrade Utility	Easy Upgrade Utility that is available on the Resource CD or DVD. See
	the readme file for installation and system requirements. You can
	access this file from www.fieldcommunicator.com or the Resource CD
	or DVD.

Learning the basics	29

Connecting the 475 Field Communicator or System Card

The Easy Upgrade Utility lets you do the following:

•Download new system software and device descriptions to upgrade your 475 Field Communicator at your site.

•Enable new functionality and applications by purchasing and downloading new application licenses using the Online Licensing feature.

•Upload Event Capture and ScratchPad files to your PC.

•Upload, download, and print HART device or user configurations (.hcf files). Uploading configurations to the Easy Upgrade Utility lets you back up these files.

•Manage the memory in your System Card by specifying which device descriptions can be downloaded to your System Card. Limiting the number of device descriptions will free memory on your System Card.

•Assign a Unit Name to a 475 Field Communicator to uniquely identify it, which is useful when connecting to a 475 Field Communicator using Bluetooth.

See the Easy Upgrade Utility Help for more information on these features.

You can use three connection types to connect a 475 Field Communicator to the Easy Upgrade Utility: IrDA, Bluetooth (if licensed), or a supported card reader. The 475 Field Communicator must be in Listen for PC mode to communicate through IrDA or Bluetooth. See the AMS Device Manager Books Online for information on supported connection types.

Certain connection types are required to transfer files or information between the Field Communicator Easy Upgrade Utility and a 475 Field Communicator. See Table 2-2.

30		Learning the basics
	Table 2-2. Required connection types to transfer files using the Easy
	Upgrade Utility
	File to Transfer	Required Connection Type
	Device Descriptions*	IrDA, Bluetooth, or a Card Reader
	Event Capture Files	IrDA or Bluetooth
	HART Device or User	IrDA, Bluetooth, or a Card Reader
	Configuration Files
	Licenses	IrDA or Bluetooth
	ScratchPad (.txt) Files	IrDA or Bluetooth
	System Software*	IrDA, Bluetooth, or a Card Reader
	Unit Name	IrDA or Bluetooth

*Some upgrades may require a card reader.

Listen for PC

The Listen for PC option lets you select IrDA or Bluetooth as the connection type to communicate with a PC. To enter Listen for PC mode, tap the Listen for PC icon from the Field Communicator Main Menu. IrDA is initially set as the default connection type and is automatically enabled when you open Listen for PC.

You can change the connection type at any time by tapping the Change Connection Type button and then selecting an option. Tap OK to use the selected connection type for only the current session. The default connection type is used the next time you open Listen for PC. Tap Save as Default to always use the selected connection type when Listen for PC is opened.

After you select the connection type, the 475 Field Communicator waits for a connection from the PC. When the 475 is connected, a message appears and the PC name is listed in the Connected PC field on the Listen for PC window.

NOTE

The Power key, standby timer, and auto-off timer are disabled when the 475 Field Communicator is in Listen for PC mode.

Bluetooth

The Bluetooth interface (if licensed) lets your 475 Field Communicator connect to the Field Communicator Easy Upgrade Utility version 3.0 or higher to transfer device descriptions, system software, configurations, Event Captures, application licenses, and ScratchPad (.txt) files.

Check your AMS Device Manager documentation to see if Bluetooth is supported.