Emerson ProLink III User Manual

MMI-20020246, Rev AG
ProLink™ III with ProcessViz™ Software
Configuration, Service Tool, and Trend Graphics for Micro Motion™ and Rosemount Flow Devices
User Manual
February 2020
Safety messages
Safety messages are provided throughout this manual to protect personnel and equipment. Read each safety message carefully before proceeding to the next step.
Safety and approval information
This Micro Motion product complies with all applicable European directives when properly installed in accordance with the instructions in this manual. Refer to the EU declaration of conformity for directives that apply to this product. The EU declaration of conformity, with all applicable European directives, and the complete ATEX Installation Drawings and Instructions are available on the internet at www.emerson.com or through your local Micro Motion support center.
Information affixed to equipment that complies with the Pressure Equipment Directive, can be found on the internet at
www.emerson.com.
For hazardous installations in Europe, refer to standard EN 60079-14 if national standards do not apply.
Other information
Full product specifications can be found in the product data sheet. Troubleshooting information can be found in the configuration manual. Product data sheets and manuals are available from the Micro Motion web site at www.emerson.com.
Return policy
Follow Micro Motion procedures when returning equipment. These procedures ensure legal compliance with government transportation agencies and help provide a safe working environment for Micro Motion employees. Micro Motion will not accept your returned equipment if you fail to follow Micro Motion procedures.
Return procedures and forms are available on our web support site at www.emerson.com, or by phoning the Micro Motion Customer Service department.
Emerson Flow customer service
Email:
Worldwide: flow.support@emerson.com
Asia-Pacific: APflow.support@emerson.com
Telephone:
North and South America
United States 800-522-6277 U.K. 0870 240 1978 Australia 800 158 727
Canada +1 303-527-5200 The Netherlands +31 (0) 704 136
Mexico +41 (0) 41 7686
111
Argentina +54 11 4837 7000 Germany 0800 182 5347 Pakistan 888 550 2682
Brazil +55 15 3413 8000 Italy 8008 77334 China +86 21 2892 9000
Europe and Middle East Asia Pacific
666
France 0800 917 901 India 800 440 1468
Central & Eastern +41 (0) 41 7686
111
Russia/CIS +7 495 995 9559 South Korea +82 2 3438 4600
Egypt 0800 000 0015 Singapore +65 6 777 8211
Oman 800 70101 Thailand 001 800 441 6426
Qatar 431 0044 Malaysia 800 814 008
Kuwait 663 299 01
South Africa 800 991 390
Saudi Arabia 800 844 9564
UAE 800 0444 0684
New Zealand 099 128 804
Japan +81 3 5769 6803
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User Manual Contents
MMI-20020246 February 2020

Contents

Chapter 1 Before you begin............................................................................................................5
1.1 About this manual............................................................................................................................ 5
1.2 Related documentation....................................................................................................................5
1.3 Available ProLink III features per edition........................................................................................... 5
Chapter 2 Working with ProLink III ................................................................................................9
2.1 Site key and licensing........................................................................................................................9
2.2 The ProLink III interface.................................................................................................................. 14
2.3 Explore ProLink III software.............................................................................................................15
2.4 Enable inventory reset.................................................................................................................... 16
2.5 Search in ProLink III ........................................................................................................................ 16
2.6 Show Help for software interface options....................................................................................... 17
2.7 Use ProcessViz................................................................................................................................18
Chapter 3 Connect to one or more devices................................................................................... 19
3.1 Connect to a device........................................................................................................................ 19
3.2 Default communication values....................................................................................................... 21
3.3 Make an additional device connection............................................................................................23
3.4 Use the guided connection wizard..................................................................................................24
3.5 Device wiring terminals for ProLink III connections......................................................................... 24
3.6 Troubleshoot a device connection..................................................................................................29
3.7 Work with one device when several are connected.........................................................................30
3.8 View the device status and alerts....................................................................................................30
3.9 Disconnect from a device............................................................................................................... 31
Chapter 4 Use configuration data.................................................................................................33
4.1 Configuration data transfer between devices................................................................................. 33
4.2 Save a device configuration............................................................................................................ 33
4.3 Restore or load a configuration file................................................................................................. 34
4.4 Import data from a previous version of ProLink...............................................................................34
4.5 Configure a device offline............................................................................................................... 35
4.6 Print a configuration report............................................................................................................ 36
4.7 Restore the factory configuration................................................................................................... 36
Chapter 5 Use the process variables view..................................................................................... 37
5.1 Set up the process variables view....................................................................................................37
5.2 Reset totals.................................................................................................................................... 39
Chapter 6 Monitor the process, device, or device health...............................................................41
6.1 Monitor process trends...................................................................................................................41
6.2 Create data logs............................................................................................................................. 43
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6.3 Compare multiple devices.............................................................................................................. 46
iv Micro Motion ProLink III
User Manual Before you begin
MMI-20020246 February 2020

1 Before you begin

1.1 About this manual

This user manual explains how to navigate and use:
The Emerson Flow ProLink III software, v4.5 or later
The ProcessViz software, v2.0 or later
This document assumes that users are familiar with the Microsoft® Windows operating system.
For detailed information on configuring and using device-specific or application-specific features, see the appropriate configuration and use manual. If you need additional help, contact customer support.

1.2 Related documentation

You can find all product documentation on the product documentation DVD shipped with the product or at www.emerson.com.
See any of the following documents for more information:
Micro Motion ProLink III Software Product Data Sheet
Micro Motion ProcessViz Software Product Data Sheet
Micro Motion ProLink III Quick Start Guide

1.3 Available ProLink III features per edition

ProLink III is available in two editions: Basic and Professional for either Micro Motion or Rosemount Flow. Depending on the edition you purchased, you have specific features enabled.
Table 1-1: ProLink III Micro Motion Basic and Professional features per edition
Feature Basic Professional
Coriolis transmitters
Alert notification
Alert resolution guide
Data logging
Density and viscosity meters
Coriolis transmitters
Density and viscosity meters
Device simulation
Diagnostics/inputs/outputs display
Full device configuration
Guided process support tools
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Table 1-1: ProLink III Micro Motion Basic and Professional features per edition (continued)
Feature Basic Professional
Coriolis transmitters
Known density verification launch
Known density verification reports
Load and save the device configuration
Modbus®/TCP support
Multidevice comparison tool
Offline configuration management
Print Configuration
Process variable trending (one or more devices)
ProcessViz (displays logged data files that can be opened using ProcessViz)
Smart Meter Verification™ launch
Smart Meter Verification reports
(1) Requires a Smart Meter Verification Pro license
(1)
Density and viscosity meters
Coriolis transmitters
Density and viscosity meters
Table 1-2: ProLink III Rosemount Flow Basic and Professional features per edition
Feature Basic Professional
Magmeter transmitters
Alert notification
Alert resolution guide
Data logging
Device simulation
Diagnostics/inputs/outputs display
Filter visualization tool
Full transmitter configuration
Guided process support tools
Load and save the device configuration
Multidevice comparison tool
Offline configuration management
Process variable trending (one or more devices)
ProcessViz (displays logged data files that can be opened using ProcessViz)
Vortex transmitters
Magmeter transmitters
Vortex transmitters
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User Manual Before you begin
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Table 1-2: ProLink III Rosemount Flow Basic and Professional features per edition (continued)
Feature Basic Professional
Magmeter transmitters
Smart Meter Verification launch
Smart Meter Verification reports
Vortex transmitters
Magmeter transmitters
Vortex transmitters
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8 Micro Motion ProLink III
User Manual Working with ProLink III
MMI-20020246 February 2020

2 Working with ProLink III

2.1 Site key and licensing

2.1.1 Obtain a site key for ProLink III and ProcessViz

You will need to obtain and enter a site key to validate a license for the ProLink III Professional edition and ProcessViz.
Software Basic edition Professional edition
ProLink III ProLink III Basic does
not require a license.
ProcessViz Not available If ProcessViz was purchased, available with a
Procedure
1. Start ProLink III to obtain a ProLink III license or ProcessViz to obtain a ProcessViz license.
ProLink III
In the ProLink III start-up screen, choose File License.
Available with a generated temporary
license that is active for seven days
Requires a permanent license after seven
days
Important
Obtain the site key before the temporary license expires. Once the trial period completes, you will not be able to use ProLink III.
separate site key for ProcessViz in addition to a site key for ProLink III.
ProcessViz
a. On the first ProcessViz screen, select
the ProcessViz icon in the upper left corner.
b. Choose License….
2. Enter your serial number in the Serial Number field.
3. Select Get Site Key. The Site Key field is automatically populated.
4. Select Validate.
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2.1.2 Transfer an existing license for ProLink III

Both the ProLink III temporary license and permanent license are keyed to a specific disk and specific folder or directory on your computer. You can move the ProLink III installation to a different folder on the same computer, or to a different computer. For additional information on transferring an existing license, contact customer support at
www.emerson.com.
2.1.2 Transfer ProLink III to another location on the same computer
Procedure
1. Choose File License.
2. Select the down arrow next to Transfer License.
Example
3. Select To Directory.
4. Specify the directory where ProLink III will be transferred.
5. Install ProLink III in this new directory.
2.1.2 Transfer ProLink III from one computer to another
Procedure
1. Go to the target computer (the computer where you are transferring the license) and do the following steps.
a) Install ProLink III, but when it asks to make a temporary license, select
Cancel.
For installation instructions, see the Micro Motion ProLink III Quick Start Guide.
b) Start ProLink III.
c) Choose File License.
d) Select the down arrow next to Transfer License.
Example
e) Select Into Computer.
The location window pops up.
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f) Select a storage location [CD-RW, DVD, USB Flash, or Floppy (real or image
file)].
ProLink III writes a system transfer file to the storage device.
g) Insert the storage device when requested.
A success message pops up when the transfer is complete.
h) Disconnect the storage device.
2. Go to the source computer (the computer with the original ProLink III license) and do the following steps.
a) Insert the storage device.
b) Start ProLink III.
c) Choose File License.
d) Select the down arrow next to Transfer License.
e) Select Out of Computer.
The location window pops up.
f) Select the storage location [CD-RW, DVD, USB Flash, or Floppy (real or image
file)].
ProLink III adds two more system transfer files to the storage device.
A success message pops up when the transfer is complete.
g) Disconnect the storage device.
The license window will not display No License until you close the window and then reopen it.
3. Go to the target computer (the computer where you are transferring the license) and do the following steps.
a) Insert the storage device.
b) Start ProLink III.
c) Choose File License.
d) Click the down arrow next to Transfer License.
e) Select Into Computer.
ProLink III copies the license to the new installation and deletes all three
system transfer files.
A success message pops up when the transfer is complete.
The license window refreshes and shows activated. The window will not
show the original serial number.
f) Close ProLink III and install any upgrades.
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2.1.3 Transfer an existing license for ProcessViz

The ProcessViz license is keyed to a specific disk and specific folder or directory on your computer. You can move the ProcessViz installation to a different folder on the same computer, or to a different computer. For additional information on transferring an existing license, contact customer support at www.emerson.com.
2.1.3 Transfer ProcessViz to another location on the same computer
Procedure
1. Select the down arrow next to Transfer License.
Example
2. Select License…
3. Select To Directory.
4. Specify the directory where ProcessViz will be transferred.
5. Install ProcessViz in this new directory.
2.1.3 Transfer ProcessViz from one computer to another
Procedure
1. Go to the target computer (the computer where you are transferring the license) and do the following steps.
a) Install ProLink III and run it, but when it asks to make a temporary license,
select Cancel.
For installation instructions, see the Micro Motion ProLink III Quick Start Guide.
b) Start ProcessViz.
c) Select the down arrow next to Transfer License.
Example
d) Select License…
e) Select Into Computer.
The location window pops up.
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f) Select a storage location [CD-RW, DVD, USB Flash, or Floppy (real or image
file)].
The software writes a system transfer file to the storage device.
g) Insert the storage device when requested.
A success message pops up when the transfer is complete.
h) Disconnect the storage device.
2. Go to the source computer (the computer with the original ProcessViz license) and do the following steps.
a) Insert the storage device.
b) Start ProcessViz.
c) On the first ProcessViz screen, select the ProcessViz icon in the upper left
corner.
d) Select License…
e) Select Out of Computer.
The location window pops up.
f) Select the storage location [CD-RW, DVD, USB Flash, or Floppy (real or image
file)].
ProcessViz adds two more system transfer files to the storage device.
A success message pops up when the transfer is complete.
g) Disconnect the storage device.
The license window will not display No License until you close the window and then reopen it.
3. Go to the target computer (the computer where you are transferring the license) and do the following steps.
a) Insert the storage device.
b) Start ProcessViz.
c) On the first ProcessViz screen, select the ProcessViz icon in the upper left
corner.
d) Select License…
e) Select Into Computer.
ProcessViz copies the license to the new installation and deletes all three
system transfer files.
A success message pops up when the transfer is complete.
The license window refreshes and shows activated. The window will not
show the original serial number.
f) Close ProcessViz and install any upgrades.
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A B C
E
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2.2 The ProLink III interface

See Figure 2-1 and Figure 2-2 for a quick reference to the information and tools available in ProLink III.
Tip
To view and navigate ProLink III without a physical device connection, you can simulate a device. This feature allows you to become more familiar with the interface and the different options available for use. See Explore ProLink III software for more information.
Figure 2-1: Viewing process performance on the ProLink III main screen
A. Display the transmitter type, address, and alarm status for each connected device, simulated configuration,
or offline configuration. B. Provide quick access to your process measurements. C. Easily view other process measurements, diagnostic variables, and have quick access to view and change the
configured settings.
D. View active alerts for the connected device, and easily view recommended actions for troubleshooting each
alert.
E. Access the ProcessViz software from ProLink III. The ProcessViz button is active (enabled) only if ProcessViz is
installed and licensed.
14 Micro Motion ProLink III
A
B
CD
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Figure 2-2: Navigating menus on the ProLink III main screen
A. The Device Tools menu is the main point of access to all configuration options available for each connected
device, simulated configuration, or offline configuration. B. The Connect To options allow you to easily connect to another device or open a simulated or offline
configuration. C. Additional access to configuring specific parameters is available through the field menus provided at the
various process views.
D. Quick access to the monitoring options is available from the main screen.

2.3 Explore ProLink III software

In ProLink III, you can simulate device connections to view and navigate the software interface without a physical device connection.
Procedure
1. To use device simulation, do one of the following:
From the start-up screen, select Simulate Device.
From the main screen, select Simulation under Connect To, and select Go.
2. In Device Type, select a type of device.
3. Select Connect.
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