Endress+Hauser Field Xpert SFX100 Operating Instructions Manual

Operating Instructions
Field Xpert SFX100
Field Xpert
BA00060S/04/en/14.12 Version 1.07.xx/1.01.xx 71188608
F5
OK
F1
F4
F2
F3
Field Xpert SFX100 Table of Contents

Table of Contents

Table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Revision history . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Registered trademarks . . . . . . . . . . . . . . . . . . . . . . . 3
1 Safety . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.1 Designated use . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2 Commissioning and operation . . . . . . . . . . . . . . . . . 4
1.3 Operational safety . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.4 Declaration of conformity . . . . . . . . . . . . . . . . . . . . 4
1.5 Technical improvement . . . . . . . . . . . . . . . . . . . . . . 4
1.6 Conventions and icons . . . . . . . . . . . . . . . . . . . . . . 5
2 Identification . . . . . . . . . . . . . . . . . . . . 6
2.1 Unpacking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.1.1 Visual inspection . . . . . . . . . . . . . . . . . . . . . 6
2.1.2 Scope of delivery . . . . . . . . . . . . . . . . . . . . . 6
2.1.3 Storage and transport . . . . . . . . . . . . . . . . . . 6
2.2 Device name and serial number . . . . . . . . . . . . . . . . 7
3 Function and System Design . . . . . . . . 8
3.1 Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.2 Connecting to HART devices . . . . . . . . . . . . . . . . . . 9
3.2.1 VIATOR Bluetooth modem . . . . . . . . . . . . . 9
3.2.2 WiFi – HART point-to-point connection
via Fieldgate . . . . . . . . . . . . . . . . . . . . . . . 10
3.2.3 WiFi – HART multidrop connection
via Fieldgate . . . . . . . . . . . . . . . . . . . . . . . 10
3.2.4 WiFi – HART multiplexer connection
via Fieldgate . . . . . . . . . . . . . . . . . . . . . . . 11
3.3 Connecting to FOUNDATION fieldbus devices . . . 12
3.3.1 FFblue Bluetooth modem . . . . . . . . . . . . . 12
3.3.2 WiFi – FOUNDATION fieldbus
connection via gateway . . . . . . . . . . . . . . . 12
4.3 Fieldgate FXA520 . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.3.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.3.2 Fieldgate Ports and IP addresses . . . . . . . . . 18
4.4 FFblue Bluetooth modem . . . . . . . . . . . . . . . . . . . . 19
4.4.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.4.2 Power/batteries . . . . . . . . . . . . . . . . . . . . . 20
4.4.3 LED status . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.5 SFC162 gateway . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.5.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.5.2 SFC162 IP address and operating mode . . . 21
5 Commissioning Field Xpert . . . . . . . 22
5.1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5.1.1 Connections . . . . . . . . . . . . . . . . . . . . . . . 22
5.1.2 Power up . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5.1.3 Connect to the modem . . . . . . . . . . . . . . . 23
5.1.4 Synchronize the DD library (DD updates) . . 24
5.1.5 Update your personal licence details . . . . . . 25
5.2 Installing and configuring a Bluetooth modem . . . . 26
5.2.1 Switch on Field Xpert Bluetooth . . . . . . . . . 26
5.2.2 Add a VIATOR Bluetooth modem (HART) . 27
5.2.3 Add a FFblue Bluetooth modem
(FOUNDATION fieldbus) . . . . . . . . . . . . . . 31
5.3 Installing and configuring a WiFi access point . . . . . 35
5.3.1 Connecting Field Xpert to the
WiFi access point . . . . . . . . . . . . . . . . . . . . 35
5.3.2 Adding a Fieldgate FXA520 for
HART communication . . . . . . . . . . . . . . . . 39
5.3.3 Adding a SFC162 gateway for FOUNDATION fieldbus communication . . 43
5.4 Optimizing battery use . . . . . . . . . . . . . . . . . . . . . . 46
5.4.1 Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . 46
5.4.2 Power saving . . . . . . . . . . . . . . . . . . . . . . . 48
5.5 Paired devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
5.6 Additional Software . . . . . . . . . . . . . . . . . . . . . . . . 51
4 Operability . . . . . . . . . . . . . . . . . . . . 13
4.1 Field Xpert PDA . . . . . . . . . . . . . . . . . . . . . . . . . . 13
4.1.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 13
4.1.2 Charging the Field Xpert battery . . . . . . . . 14
4.1.3 Switching on and off . . . . . . . . . . . . . . . . . 14
4.1.4 Battery life . . . . . . . . . . . . . . . . . . . . . . . . 14
4.1.5 Long-term data storage . . . . . . . . . . . . . . . 15
4.1.6 Backlight for display . . . . . . . . . . . . . . . . . 15
4.1.7 Bluetooth transmission range . . . . . . . . . . . 15
4.1.8 USB interface box . . . . . . . . . . . . . . . . . . . 15
4.2 VIATOR Bluetooth modem . . . . . . . . . . . . . . . . . . 16
4.2.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.2.2 Batteries . . . . . . . . . . . . . . . . . . . . . . . . . . 17
4.2.3 On/off button . . . . . . . . . . . . . . . . . . . . . . 17
4.2.4 LED status (power indicator) . . . . . . . . . . . 17
4.2.5 Undervoltage lockout . . . . . . . . . . . . . . . . 17
4.2.6 Inactivity power off . . . . . . . . . . . . . . . . . . 17
Endress+Hauser 1
6 Operating Device Xpert . . . . . . . . . . 52
6.1 Connecting to a HART device . . . . . . . . . . . . . . . . 52
6.2 Connecting to a FOUNDATION fieldbus device . . . 54
6.2.1 Generate a live list . . . . . . . . . . . . . . . . . . . 54
6.2.2 Setting a tag and device address . . . . . . . . . 56
6.2.3 Setting a BOF Class . . . . . . . . . . . . . . . . . . 58
6.2.4 Generate a block and parameter list . . . . . . 59
6.2.5 Change the block target mode . . . . . . . . . . 60
6.2.6 Enable function block viewing . . . . . . . . . . 61
6.3 Parameterization of devices . . . . . . . . . . . . . . . . . . 63
6.3.1 Parameter folder tree . . . . . . . . . . . . . . . . . 63
6.3.2 Parameter folders . . . . . . . . . . . . . . . . . . . . 64
6.3.3 Device diagnosis . . . . . . . . . . . . . . . . . . . . 65
6.4 Envelope curve . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
6.5 Favorites folder . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
6.6 Upload/Compare function . . . . . . . . . . . . . . . . . . . 70
6.6.1 Upload . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
6.6.2 Compare . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Index Field Xpert SFX100
6.7 Device and Block Reports . . . . . . . . . . . . . . . . . . . 74
6.7.1 Create Device Report (Device Xpert HART) 74
6.7.2 Create Block Report (Device Xpert FF) . . . 75
6.7.3 View reports on PDA . . . . . . . . . . . . . . . . 76
6.7.4 Backup/Copy reports and images . . . . . . . 78
6.7.5 View report on PC/laptop . . . . . . . . . . . . 78
6.8 Additional functions . . . . . . . . . . . . . . . . . . . . . . . 79
6.8.1 Search function . . . . . . . . . . . . . . . . . . . . 79
6.8.2 Application help . . . . . . . . . . . . . . . . . . . . 81
6.8.3 Device information (HART) . . . . . . . . . . . 82
6.8.4 Device information and block properties
(FF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
6.8.5 Device Description information . . . . . . . . . 84
6.8.6 Generic DD . . . . . . . . . . . . . . . . . . . . . . . 84
6.9 Configuration menu . . . . . . . . . . . . . . . . . . . . . . . 85
6.9.1 Connection . . . . . . . . . . . . . . . . . . . . . . . 85
6.9.2 HTTP Proxy . . . . . . . . . . . . . . . . . . . . . . . 86
6.9.3 Device library . . . . . . . . . . . . . . . . . . . . . . 86
6.9.4 Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
6.9.5 Options . . . . . . . . . . . . . . . . . . . . . . . . . . 87
6.9.6 Modem . . . . . . . . . . . . . . . . . . . . . . . . . . 87
7 Troubleshooting . . . . . . . . . . . . . . . . 88
7.1 Field Xpert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
7.1.1 Soft Reset . . . . . . . . . . . . . . . . . . . . . . . . . 88
7.1.2 Hard Reset . . . . . . . . . . . . . . . . . . . . . . . . 89
7.1.3 Clean Reset . . . . . . . . . . . . . . . . . . . . . . . 90
7.1.4 Reinstalling Device Xpert . . . . . . . . . . . . . 91
7.2 Connection problems . . . . . . . . . . . . . . . . . . . . . . 97
7.3 Software problems . . . . . . . . . . . . . . . . . . . . . . . . 98
7.4 DD updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
8 Spare Parts and Accessories . . . . . . . 99
Index . . . . . . . . . . . . . . . . . . . . . . . . 100
2 Endress+Hauser
Field Xpert

Revision history

Product version
1.00.xx
1.00.xx
1.01.xx
1.01.xx
1.06.xx
1.06.xx
1.00.xx
1.07.xx
1.01.xx
1)
Device Xpert HART, 2) Device Xpert FOUNDATION fieldbus
Manual Changes Comments
1)
BA060S/04/en/01.08 Original
1)
BA060S/04/en/01.09 General Updated, improved and restructured
1)
BA060S/04/en/04.09 New function Special function: upload/download
1)
BA060S/04/en/09.09 New function Special function: generic DD
1)
BA060S/04/en/03.10 Download Download currently not supported
1)
BA00060S/04/en/13.11 General New manual structure with additional descriptions
2)
HART FXA520 architecture added
1)
BA00060S/04/en/14.12 General Alignment of HART and FOUNDATION fieldbus
2)
FOUNDATION fieldbus FOUNDATION fieldbus added
of Field Xpert and Device Xpert functions Renumbered according to new corporate rules
GUIs with new user promps to simplify use

Registered trademarks

PROFIBUS Registered trademark of PROFIBUS user organization, Karlsruhe Germany
FOUNDATION Registered trademark of Fieldbus Foundation, Austin, TX 78759, USA
HART Registered trademark of HART Communication Foundation, Houston, USA
ActiveSync Windows Vista registered trademarks of the Microsoft Corporation.
MACTek Registered trademark of the MACTek Corporation, Ohio, USA
VIATOR Registered trademark of the MACTek Corporation, Ohio, USA
Bluetooth Registered trademark of Bluetooth SIG, Inc, Washington, USA
Acrobat Reader
®
TM
Fieldbus
®
®
, Microsoft®, Windows®, Windows Mobile® 5.0, Windows 2000®, Windows XP®,
®
, Windows 7®, Windows Explorer®, Internet Explorer® and the Microsoft logo are
®
®
®
®
is a registered trademark of Adobe Systems Incorporated.
All other brand names and product names are trademarks or registered trademarks of the respective companies and organizations.
Endress+Hauser 3

1Safety Field Xpert

1Safety

1.1 Designated use

Field Xpert is an industrial PDA with integrated 3.5" touchscreen based on Windows Mobile. It offers wireless communication via Bluetooth or WiFi interfaces. The Bluetooth interface can be used in combination with a HART or FOUNDATION fieldbus modem to connect directly to HART or FOUNDATION fieldbus H1 devices. The WiFi interface can be used to connect with HART or FOUNDATION fieldbus devices via a gateway, e.g. Endress+Hauser Fieldgate FXA520 for HART or SFC162 gateway for FOUNDATION fieldbus. Field Xpert also works as a stand-alone device for asset management applications. It may be used only for the purposes described in these Operating Instructions and only in conjunction with third-party devices and components recommended or approved by Endress+Hauser.

1.2 Commissioning and operation

To ensure that the product operates correctly and safely, Field Xpert must be transported, stored, connected, operated and maintained in accordance with the instructions in this manual. Personnel must be authorized and have the necessary qualifications.

1.3 Operational safety

Operating environment Field Xpert meets the requirements of the EU guidelines for the various operating environments in
which it is designed to operate. The permitted operating conditions must be observed, see also Field Xpert CD-ROM (folder Documentation\Field Xpert\Safety Instructions)
Hazardous areas • The non-Ex version of Field Xpert may not be operated in explosion hazardous areas
• The Ex version (ATEX) of Field Xpert may be operated hazardous areas, Zone 1
• The VIATOR Bluetooth modem is ATEX, FM and IS certified and may be operated hazardous areas, Zone 1
• The Softing FFblue Bluetooth modem is ATEX certified and may be operated hazardous areas, Zone 1
• Once a modem has been used in a non-Ex installation, it should never be used in an Ex installation, as there is a danger that the protective circuits have been inadvertently overloaded and no longer function correctly.
Repair Do not open the Field Xpert housing. It does not contain any parts which the user needs to service
or repair. In the event of a fault or defect, please return the Field Xpert to Endress+Hauser. Opening the Field Xpert invalidates the guarantee and Ex approval. The VIATOR Bluetooth and FFblue modem may be opened in order to replace the batteries, as described in this manual.

1.4 Declaration of conformity

A CE declaration of conformity has been issued for the Ex and non-Ex versions. The relevant documents can be found here: Field Xpert CD-ROM (folder: Documentation\Field Xpert\Confirmations)

1.5 Technical improvement

Endress+Hauser reserves the right to make technical improvements hardware and software at any time and without prior notification. If such improvements do not affect the operation of the device, they are not documented. If the improvements affect operation, a new version of the Operating Instructions will be issued.
4 Endress+Hauser
Field Xpert 1Safety

1.6 Conventions and icons

In order to highlight safety relevant or alternative operating procedures in the manual, the following conventions have been used, each indicated by a corresponding icon in the margin.
Safety conventions
Explosion protection
Icon Meaning
DANGER! This symbol alerts you to a dangerous situation. Failure to avoid this situation will result in serious or fatal injury.
WARNING! This symbol alerts you to a dangerous situation. Failure to avoid this situation can result in serious or fatal injury.
CAUTION! This symbol alerts you to a dangerous situation. Failure to avoid this situation can result in minor or medium injury.
NOTE! This symbol contains information on procedures and other facts which do not result in personal injury.
Symbol Meaning
Explosion-proof equipment which has undergone type examination
If this symbol is on the nameplate of the device, the device can be installed in accordance with the approval in a hazardous or non-hazardous area.
Hazardous areas
This symbol is used in the drawings in these Operating Instructions to indicate a hazardous area. – Devices located in hazardous areas or the wiring for such devices must have the relevant explosion pro-
tection.
Safe area (non-hazardous area)
This symbol is used in the drawings in these Operating Instructions to indicate a non-hazardous area. – Devices located in non-hazardous areas must also be certified if connecting cables enter the hazardous
area.
Electrical symbols
Symbol Meaning
DC
A terminal at which DC is present or through which DC flows.
AC
A terminal at which (sine-wave) AC is present or through which AC flows.
Ground connection
A grounded terminal which, from the user's point of view, is already grounded by means of a grounding sys­tem.
Protective ground connection
A terminal which must be grounded before making any other connections can be made.
Equipotential connection
A connection which must be connected to the grounding system of the plant. This may be, for example, an equipotential line or star grounding system, depending on national or company procedures.
Endress+Hauser 5

2 Identification Field Xpert

2 Identification

2.1 Unpacking

2.1.1 Visual inspection

When unpacking:
• Check the packaging for visible damage arising from transportation.
• To avoid damage, remove the packaging with care.
• Retain the original packaging in case the Field Xpert needs to be transported again.
• Retain the accompanying documents also.
If you find that the contents are damaged, do not put the device into operation. In this case, please contact your Endress+Hauser Sales Center. Return the device to us, if possible in the original packaging.

2.1.2 Scope of delivery

Before commencing commissioning, please check that the delivery is complete and undamaged. The delivery comprises:
• Field Xpert PDA including Device Xpert software of choice
• Power unit (charger) LG x10
• Two stylus pens (on back of Field Xpert)
• Operating Instructions including Getting Started and safety instructions
• Field Xpert CD-ROM incl. application software and documentation
Optional:
• VIATOR Bluetooth modem for use with HART field devices including 3 x AAA alkaline batteries and documentation
• FFblue Bluetooth modem for use with FOUNDATION fieldbus devices including 2x AA alkaline batteries
• USB x11 interface kit (one box, two cables)
• Leather case with strap and one stylus pen
• Docking station
and documentation

2.1.3 Storage and transport

Although Field Xpert is of robust construction, some of its components can be sensitive to strong vibrations and shocks. For this reason, the Field Xpert must be protected against excessive mechanical loads of this kind.
6 Endress+Hauser
Field Xpert 2 Identification
PDA manufacturer
Endress+Hauser Serial number
Endress+Hauser Device name
Information on Ex rating
PDA manufacturer’s serial number

2.2 Device name and serial number

The Endress+Hauser device name (Field Xpert) and serial number are to be found on the nameplate, which is attached to the rear of the housing.
The device type can be derived from the product code as follows:
SFX100 Field Xpert
Approval
A B X Y
SFX100-
Non-hazardous area ATEX Zone 1/21 Without PDA Special version, to be specified
Application Software
A1 A2 A3 XX
Device Xpert HART Device Xpert FF Device Xpert HART + FF Not used
Communication Interface
F1 HF H1 XX
FFblue - Bluetooth Interface for FF protocol VIATOR + FFblue - Bluetooth Interface for HART and FF protocol VIATOR - Bluetooth Interface for HART protocol not used
Device Xpert and Operating System Language
1 2
English German
Software Update Service
A X
Selected: Device Xpert Software Update Service SFX101 see Chapter 7.4 not used
USB Data Transmission Set
A X
Selected (if no IR available) not used
Leather Carry Case
A X
Selected not used
Endress+Hauser 7

3 Function and System Design Field Xpert

3 Function and System Design

3.1 Function

Field Xpert from Endress+Hauser is a high-performance industrial PDA based on Windows Mobile, with compact external dimensions, an integrated WLAN, USB, Bluetooth and infrared connection. This allows it to be connected to HART and/or FOUNDATION fieldbus devices via a modem or gateway. With a range of Ex approvals, Field Xpert meets the needs and requirements of the process industry for applications inside and outside hazardous areas.
Once the Field Xpert hardware and the Device Expert software are communicating with a device, it can be parameterized. Depending upon the system architecture, only one device may be seen, e.g. in HART point-to-point or all the devices connected to the segment, e.g. in FOUNDATION fieldbus applications.
Fig. 3-1: Device Xpert FOUNDATION fieldbus start page and live list of connected devices
Other functions Other functions, described in more detail in Chapter 6 are:
• Device Description (DD) updates
• Envelope curve
• Favorites folder
• Search function
• Device diagnosis
• Upload/Compare function
• Device Report (XML)
• Application help
• Generic DD
8 Endress+Hauser
Field Xpert 3 Function and System Design
F5
F1
F2
F3
F4
OK
Field Xpert
+
-
+
-
HART device
Transmitter power supply e.g. RMA42
Status
Power
Load resistor
250 - 1100 Ohm
F5
F1
F2
F3
F4
OK
Field Xpert
Transmitter power supply RMA421 RMA422 RNS221 RN221
+
HART device
Status
Power

3.2 Connecting to HART devices

Caution!
• Proof of intrinsic safety must be checked when additional devices are introduced into a loop.

3.2.1 VIATOR Bluetooth modem

The VIATOR Bluetooth modem allows point-to-point connections to be made with a HART device. There are two possibilities of making it:
• For a normal transmitter power supply, e.g. RMA42, via a 270 load resistor (250 – 1100 ) connected into the loop as shown in Fig. 3-2
• With a transmitter power supply with built-in HART communication resistor, via the two HART communication sockets on the front panel as shown in Fig. 3-3. Suitable HART transmitter power supplies are: – RNS221, RMA422, for non-Ex applications – RN221, RMA421 for Ex and non-Ex applications
The connection between the Field Xpert and the modem is wireless (Bluetooth).
Notice!
• The modem is certified for use in hazardous areas, Zone 1. Once a modem has been used in a non-Ex installation, it should never be used in an Ex installation, as there is a danger that the protective circuits have been inadvertently overloaded and no longer function correctly.
Connection via a load resistor
Connection via HART communication sockets
Fig. 3-2: Connection via load resistor
Fig. 3-3: Connection via a transmitter power supply with HART communication sockets (internal load resistor)
Endress+Hauser 9
3 Function and System Design Field Xpert
-
.
Fieldgate FXA520
Fieldgate FXA520
ENDRESS+HAUSER RN 221N
ENDRESS+HAUSER RN 221N
e.g. 2 x RN221N-B …
e.g. RNS221
SCADA visualization
F5
F1
F2
F3
F4
OK
WiFi access point
Field Xpert
Ethernet
FXN520 Multidrop Connector
Fieldgate FXA520
.
up to 8 devices
device address: 03 02 01
channel 1 channel 2
supply
voltage
24 VDC
up to 8 devices
SCADA visualization
F5
F1
F2
F3
F4
OK
Field Xpert
Ethernet
WiFi access point
09 10

3.2.2 WiFi – HART point-to-point connection via Fieldgate

Two HART devices can be connected directly to the input channels of the Fieldgate FXA520. If the appropriate version of Fieldgate was ordered, the devices can be used in hazardous areas. The inputs meet the requirements of SIL 2 for 4 to 20 mA loops (IEC 61508). Fig. 3-4 shows the equipment architecture, whereby the Field Xpert communicates with the Fieldgate via a WiFi access point and the Fieldgates are powered by RN221 or RN221N-B transmitter power supplies.
Fig. 3-4: Equipment architecture for HART point-to-point connection

3.2.3 WiFi – HART multidrop connection via Fieldgate

With the FXN520 multidrop module, up to 2x 8 HART devices operating in a non-hazardous area, can be connected to the Fieldgate. Fig. 3-5 shows the equipment architecture.
Fig. 3-5: Equipment architecture for HART multidrop connection
10 Endress + Hauser
Field Xpert 3 Function and System Design
RS-485
Master Master
e.g. RNS221
RS-485
Fieldgate FXA520
.
maximum 15 devices
HART-Multiplexer
e.g. Pepperl + Fuchs
KFD2-HMM-16
HART-Multiplexer
e.g. Pepperl + Fuchs
KFD2-HMM-16
maximum 15 devices
e.g. RN221N-B
-
SCADA visualization
F5
F1
F2
F3
F4
OK
WiFi access point
Field Xpert
Ethernet
15 1602 01

3.2.4 WiFi – HART multiplexer connection via Fieldgate

Fig. 3-6 shows the equipment architecture for an HART multiplexer connection. The RS-485 interface for Fieldgate FXA520 can be used for connecting up to two HART multiplexers, e.g. the KFD2-HMM-16 from Pepperl+Fuchs. Up to 30 HART devices can be connected in this way. If the devices are used in a safe area, the RNS221 transmitter power supply can be used to power two devices. Ex devices can also be installed in hazardous areas. In this case, the signal must be connected to the safe side of a RN221N-B transmitter power supply.
Fig. 3-6: Equipment architecture for HART multiplexer connection
Endress+Hauser 11
3 Function and System Design Field Xpert
F5
F1
F2
F3
F4
OK
Field Xpert
Controller with fieldbus power conditioner
FFBlue
FOUNDAT
ION fieldbu
s
FF/H1 Bluet
ooth
Status
Tr affic
SFC162 Visitor with power supply
SCADA visualization
F5
F1
F2
F3
F4
OK
WiFi access point
Field Xpert
Ethernet
ON
RS-232
ETH
FOUNDATION fieldbus H1
Controller
Channel 1...4
.

3.3 Connecting to FOUNDATION fieldbus devices

Caution!
• Proof of intrinsic safety must be checked when additional devices are introduced into a loop.

3.3.1 FFblue Bluetooth modem

Field Xpert communicates with a FOUNDATION fieldbus device via the FFblue Bluetooth modem. The connection between the Field Xpert and the modem is wireless. The modem can be connected at any point on the H1 fieldbus segment, or directly to the fieldbus terminals of the device itself. The modem can also be used in explosion hazardous areas, provided that the Field Xpert used with it is also certified for Ex applications.
Fig. 3-7: Connection of FFblue modem to FOUNDATION fieldbus H1 segment

3.3.2 WiFi – FOUNDATION fieldbus connection via gateway

Fig. 3-8 shows the equipment architecture, whereby the Field Xpert communicates with the SFC162 gateway via a WiFi access point. The SFC162 gateway is connected in parallel to the controller. it has four channels, each of which may be connected to a different FOUNDATION fieldbus H1 segment.
Fig. 3-8: Equipment architecture for FOUNDATION fieldbus network (Non-Ex)
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Field Xpert 4 Operability

F5
F1
F2
F3
F4
OK
Field Xpert
10 11 12 13 14 151 2 3
4 165697
8
9
4 Operability

4.1 Field Xpert PDA

4.1.1 Overview

Fig. 4-1: Front and back panel components
1 Housing 9 Loudspeaker and microphone
2 Wireless/LED display
Off = WiFi and Bluetooth inactive Blue flashing = WiFi and/or Bluetooth active Green flashing = event display
3Charge LED
Off = not charging Red flashing = charging Red constant = charging complete
4 Touchscreen 12 5-way navigation key, scroll through lists or press to
5 On/off button 13 F5 key (unassigned)
6 F4 key (HP: iTask)
Manages tasks currently running and serves as central switch for Hold F4 key (HP: Today) Launches your "desktop"
7 F3 key (HP: Messaging)
Opens or closes the touchscreen keyboard Hold F3 key (unassigned
8 5-pin network and power connection with USB
connector (active only when charger is connected )
starting/closing programs
Notice!
• The standard key assignment can be adjusted manually in the Field Xpert Start menu under Setting=>Personal=>Keys. Assign any function or program from the picklist to each key and when finished, tap on OK in the top right-hand corner.
10 F2 key (unassigned)
Hold F2 key (unassigned)
11 F1 key (unassigned)
Hold F1 key For landscape or portrait view, press for min. 2 sec
select (joystick function)
14 2 reset keys for soft reset
15 IrDa infrared connection
16 Stylus pen holder
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4 Operability Field Xpert
F5
F1
F2
F3
F4
OK
Field Xpert
F5
F1
F2
F3
F4
OK
Field Xpert
1
1
2
3
3

4.1.2 Charging the Field Xpert battery

Caution!
• Always connect the Field Xpert to the USB interface before you plug in the charger. A failure to do so may cause damage to the device.
1 Charge the Field Xpert batteries
– The batteries can be charged directly or through the USB interface, see Fig. 4-2 – When charging for the first time through the USB interface do not connect to the computer:
Fig. 4-2: Charging using a charger or USB interface box
1 Charger 3 Charge LED
2 USB interface
2 Wait until the batteries have been fully charged (indicated by a constant red Charge LED).

4.1.3 Switching on and off

The on/off button switches both the Field Xpert and the backlight on and off. The length of time the button is pressed determines the function. The Field Xpert remembers the last backlight setting when it is switched off.
Field Xpert • Switch the Field Xpert on by briefly pressing the on/off button (< 3 seconds)
• Switch the Field Xpert off by briefly pressing the on/off button (< 3 seconds)
Backlight • Switch on the Field Xpert backlight by pressing the on/off button until the display lights
• Switch off the Field Xpert backlight by pressing the on/off button until the display darkens

4.1.4 Battery life

The battery life of a Field Xpert depends greatly on how it is used.
• The Ex version (ATEX) of Field Xpert has an average battery life of 12 to 39 hours.
• The non-Ex version of Field Xpert has an average battery life of 9 to 27 hours
The actual life depends upon the type of Bluetooth, WLAN and infrared usage as well as the intensity of data transmission and the screen brightness.
If the battery becomes completely exhausted, any unsaved data will be lost.
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Field Xpert 4 Operability
F5
F1
F2
F3
F4
OK
Field Xpert
1 2 3
4

4.1.5 Long-term data storage

Field Xpert is like any other computer in that important data must be stored regularly to the device memory or the SD card. Unsaved data is also retained, provided the battery is still charged. If the device is switched off for long periods, unsaved data will be retained for:
• approx. 69 days for the Ex version
• approx. 48 days for the Non-Ex version
If the battery does become exhausted, any unsaved data will be lost. After recharging and switching on, Windows Mobile restarts in a predetermined sequence. All data and/or programs stored on the SD card or to the device memory remain accessible.

4.1.6 Backlight for display

The use of the backlight will shorten the operating time of the battery considerably. Therefore, it is recommended that the backlight is set up to switch off after a short period of idleness (to switch it back on again, press any key or tap on the display) and that the brightness is not at the to the highest setting. You can make the necessary settings in the Start menu under Setting => System =>
Backlight, see Chapter 5.4.1.

4.1.7 Bluetooth transmission range

The Field Xpert is equipped with a Class 2 Bluetooth adapter, which limits the range to maximum 10 meters. The range can be reduced by interference from other nearby devices transmitting in the
2.4 Ghz ISM band. Sources of interference may include cordless telephones, wireless networking devices and also microwave ovens. In certain circumstances, reception interference may cause a Bluetooth connection to be terminated completely, making it necessary to reconnect to the HART or FOUNDATION fieldbus network.

4.1.8 USB interface box

The optional USB interface box allows Field Xpert to be connected to a computer via its USB port.
Fig. 4-3: USB interface box
1 Connection to charger 3 USB interface to computer
2 USB interface to Field Xpert 4 Connection to Laptop/PC
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4 Operability Field Xpert
1 2 6 7
3
5
4
Status
Power

4.2 VIATOR Bluetooth modem

The VIATOR Bluetooth modem is a point-to-point interface for temporary connection to HART­enabled field devices for configuration purposes. It is approved for hazardous areas and operates for approx. 20 hours when powered by replaceable batteries. Field Xpert and the modem communicate with each other via Bluetooth, with the modem connected via cable to the HART field device.
The VIATOR Bluetooth modem incorporates a Class 1 Bluetooth radio with a range of up to 100 meters. The Field Xpert is equipped with a Class 2 Bluetooth adapter, which limits the range to maximum 10 meters, see also Chapter 4.1.7.
Notice!
• The modem is certified for use in hazardous areas, Zone 1. Once a modem has been used in a non-Ex installation, it should never be used in an Ex installation, as there is a danger that the protective circuits have been inadvertently overloaded and no longer function correctly.

4.2.1 Overview

Fig. 4-4: Modem with connecting cables
1 Status LED 5 Terminals
2 On/off button 6 Locking screw for battery compartment
3 Connecting cable 7 Battery compartment
4 Serial number and MAC address
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Field Xpert 4 Operability

4.2.2 Batteries

The VIATOR Bluetooth modem requires three AAA alkaline batteries, which are included in the scope of delivery. Insert them into the Bluetooth modem, making sure that the polarities are correct. Replace the lid and secure the battery compartment by tightening the screw.
Notice!
• To save battery power, we recommend that you switch off the modem when it is not in use.

4.2.3 On/off button

Switch on the modem by briefly pressing the on/off button. This action is confirmed by a constant green LED followed by a flashing green LED. Switching on the modem automatically activates the Bluetooth function.
Switch off the modem by pressing the on/off button for approx. 2 seconds. A constant green LED will illuminate while you press, indicating that the device is being switched off. The LED and the device are then switched off.

4.2.4 LED status (power indicator)

When you switch on the modem or press the on/off button briefly while the modem is switched on, the percentage amount of charge remaining in the batteries will be indicated:
• 4 flashes = 80% or more of battery power remaining 3 flashes = 50% or more of battery power remaining 2 flashes = 30% or more of battery power remaining 1 flash = 10% or more of battery power remaining 0 flashes = less than 10% of battery power remaining
At less than 10%, we recommend that you replace the batteries immediately.

4.2.5 Undervoltage lockout

As soon as the battery voltage drops below the shutdown voltage of 2.8 V, the modem immediately powers itself off. The batteries must be replaced.
Notice!
• If the modem switches off automatically, please ensure that the last actions performed are transmitted to the field device again once the batteries have been replaced.

4.2.6 Inactivity power off

After 30 minutes of inactivity (no Bluetooth connection), the VIATOR Bluetooth modem switches itself off automatically in order to conserve battery life. To reactivate the modem, you must press the on/off button again.
Notice!
• This setting can be adjusted manually. To do this, you can download software (VIATOR CheckBT software) free of charge from the web site of the modem manufacturer MACTek (www.mactekcorp.com/products.htm)
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4 Operability Field Xpert
4 5
3
2
1

4.3 Fieldgate FXA520

The Fieldgate FXA520 is a HART gateway with an integrated web server for the remote acquisition of data from HART devices. These can be connected either directly via the HART multidrop connector of Fieldgate FXN520 or via a HART multiplexer. The Fieldgate communicates with the host computer via Ethernet. A connection between the FXA520 and the Field Xpert is established by accessing an Ethernet WiFi access point.

4.3.1 Overview

Fig. 4-5: Fieldgate FXA520
1 Status LEDs 4 Power supply/4–20 mA terminals
2 Ethernet socket 5 RS-485 terminals
3 HART terminals
Full instructions on wiring and setting up Fieldgate FXA520 can be taken from Operating Instructions BA00051S/04/en.

4.3.2 Fieldgate Ports and IP addresses

During the configuration of the Fieldgate WiFi connection in the Field Xpert you will require the following information:
• Fieldgate FXA520 IP address (default 192.168.252.1)
• Fieldgate FXA520 subnet mask (default = 255.255.255.0)
• Fieldgate Web Server Port Number (default = 80)
• Fieldgate Pass-through HART Port Number (default = 3222)
It is normal that the IP address and subnet mask are changed to addresses assigned by your system administrator when Fieldgate FXA520 is installed in a control network. The access ports may also differ. Provided you know the IP address of the Fieldgate, however, you can use a Web browser to view the Fieldgate setup in the Settings=>Network menus Ethernet Setup and Miscellaneous
Server Setup.
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Field Xpert 4 Operability
217
3
6
5
4
FFblue
FOUNDATION fieldbus
FF/H1 Bluetooth
Status
Traffic
softing
FFblue/HW#EX Vx.xx
S# 110200034
FFblue-00034
Auth: 1234
FF Device ID
1E6D114003_FFblue_SN__104902688

4.4 FFblue Bluetooth modem

The FFblue Bluetooth modem is an interface for temporary connection to a FOUNDATION fieldbus H1 segment. Field Xpert and the modem communicate with each other via Bluetooth, with the modem connected via cable to the H1 network.
The FFblue Bluetooth modem incorporates a Class 2 Bluetooth radio with a range of up to 10 meters. The Field Xpert is equipped with a Class 2 Bluetooth adapter, which limits the range to maximum 10 meters, see also Chapter 4.1.7.
Notice!
• The modem is certified for use in hazardous areas, Zone 1. Once a modem has been used in a non-Ex installation, it should never be used in an Ex installation, as there is a danger that the protective circuits have been inadvertently overloaded and no longer function correctly.

4.4.1 Overview

Fig. 4-6: Modem with connecting cables
1 Traffic LED 5 Connecting cable
2 Status LED 6 Nameplate with device information
3 Terminals 7 Locking screw for battery compartment
4 Securing loop
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4 Operability Field Xpert

4.4.2 Power/batteries

The FFblue modem takes the power for the communication interface from the FOUNDATION fieldbus H1 segment to which it is connected. The modem switches on automatically when a voltage is detected across its terminals.
The Bluetooth transmitter, however, requires two AA alkaline batteries, which are included in the scope of delivery. Insert them into the Bluetooth modem, making sure that the polarities are correct. Replace the lid and secure the battery compartment by tightening the screw.

4.4.3 LED status

The FFblue modem has two LEDs which indicate the state of communication and battery status. Their significance is shown in the table below.
LED combinations
Status LED Traffic LED Significance Remarks
on, red on, red Power on Indicates start up of FFblue
on, red on, red Flash CRC error,
on, green on, red Bluetooth in power down
Battery OK
on, green off Bluetooth ON but no
on, green on, blue Bluetooth active(connected) Serial connection with FFblue modem is established, but no
on, green flashing, blue Bluetooth traffic Serial connection with FFblue modem is established, serial
0.5 Hz, green according to Bluetooth connection state
5 Hz, green according to
Bluetooth connection state
Battery Low
1 Hz, red on, red Bluetooth in power down
1 Hz, red off Bluetooth ON, but no active
1 Hz, red on, blue Bluetooth active (connected) Serial connection with FFblue modem is established, but no
1 Hz, red 1 Hz, blue Bluetooth traffic H1 bus status not indicated as information about battery
Battery Empty
red off Battery empty Bluetooth interface cannot be used
SW Exception
mode
connection
Acting as H1 Linkmaster Indicates that device is in the token ring, but not as LAS
Acting as H1 LAS Indicates that device is in the token ring, acts as LAS and
mode
connection
If red, red persists: No runnable firmware is available or a fatal error situation has been detected in the FFblue modem firmware.
This state is assumed after 5 minutes, if no active Bluetooth connection is available, in order to save the battery. It is necessary to powercycle the FFblue modem to swich on the Bluetooth again (disconnect/reconnect terminal)
Bluetooth module is switched on, wait for serial connection
traffic
messages are being transferred. Note that in order to save Bluetooth battery the traffic LED is switched on only 20% of the blink interval
and battery state is OK. The traffic LED is displayed as indicated above when battery state is OK.
battery state is OK. The traffic LED is displayed as indicated above when battery state is Battery state OK.
Operation would be possible, but powercycle of modem is necessary to switch on Bluetooth module (disconnect/ connect terminal)
Bluetooth module is switched on, wait for serial connection
traffic
state is more important
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Field Xpert 4 Operability
ON
RS-232 TX
ETH LNK
ETH TX
FF H1 - 1
FF H1 - 2
FF H1 - 3
FF H1 - 4
STDBY
ControlCare SFC162
RS-232
ETH
FRC
HLD
RUN FAIL
1
2
4
3

4.5 SFC162 gateway

The SFC162 gateway is a FOUNDATION fieldbus linking device with an integrated web server which can be used as a gateway in visitor mode to a FOUNDATION fieldbus H1 network. A connection between the SFC162 and the Field Xpert is established by accessing an Ethernet WiFi access point.

4.5.1 Overview

Fig. 4-7: ControlCare SFC162 gateway
1 Ethernet socket 3 FF H1 traffic LEDs
2 Status LEDs 4 FF H1/24V supply terminals (hidden)
Full instructions on wiring and setting up the SFC162 module can be taken from Operating Instructions BA00021S/04/en and BA00069S/04/en.

4.5.2 SFC162 IP address and operating mode

During the configuration of the WiFi connection in the Field Xpert you will require the following information for the SFC162 gateway:
• SFC162 IP address (default 192.168.164.100)
• SFC162 subnet mask (default = 255.255.255.0)
When the SFC162 is installed in a control network, change the IP address and subnet mask to the addresses assigned by your system administrator.
In addition, the SFC162 must be set to operate in visitor mode. This is done by calling up the SFC162 Web Server by entering its IP address in your Web browser. When the SFC162 web server opens, proceed as described in Chapter 3.1.3 of the Operating Manual BA00069S/04/en.
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5 Commissioning Field Xpert Field Xpert

5 Commissioning Field Xpert

5.1 Getting Started

5.1.1 Connections

Bluetooth connections Before Field Xpert can be used to configure HART or FOUNDATION fieldbus devices it must be
commissioned. What exactly must be done depends upon the type of connection that is in use and the license that has been purchased. In general:
• a Bluetooth connection for HART has already been configured and installed in Field Xpert by Endress+Hauser prior to delivery if a HART or HART plus FOUNDATION Fieldbus Device Xpert license has been purchased
• a Bluetooth connection for FOUNDATION fieldbus has already been configured and installed in Field Xpert by Endress+Hauser prior to delivery if a FOUNDATION fieldbus or HART plus FOUNDATION Fieldbus Device Xpert license has been purchased
• a WiFi connection must always be configured and installed by the user
The user may also need to configure and install a Bluetooth connection if the license is upgraded or if the modem needs to be reconfigured following a Field Xpert clean reset. This procedure is described in Chapters 5.2.
WiFi connections If a WiFi connection to a Fieldgate FXA520 (HART) or SFC162 gateway (FOUNDATION fieldbus)
is to be used, then the connection must be set up before the associated Device Xpert software can be used. The set-up procedure is described in Chapter 5.3.

5.1.2 Power up

1 Charge the Field Xpert batteries as described in Chapter 4.1.2
– The batteries can be charged directly or through the USB interface, see Fig. 3-2 – First plug in the charger followed by the Field Xpert and the USB connector – Wait until the batteries have been fully charged (indicated by a constant red Charge LED)
2 Check that the Bluetooth modem is ready for use
– For the VIATOR and FFblue Bluetooth modem, insert the batteries into the battery
compartment, see Chapter 4.2.2 or Chapter 4.4.2 – Switch on the VIATOR modem (status LED flashes) – Connect the FFblue Bluetooth modem to the fieldbus and check that the status LED is
green
Notice!
• The VIATOR HART modem switches off if there is no traffic for 30 minutes, and must be switched on again to reactivate it
• The FFblue modem switches off if there is no traffic for 5 minutes and must be reconnected to the bus to switch it on again
3 If you are using the Fieldgate FXA520 or SFC162 gateway, check that the devices are powered
up and that the network is up and running
4Switch on Field Xpert
(switches on automatically when the USB connector is inserted into the computer)
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Field Xpert 5 Commissioning Field Xpert

5.1.3 Connect to the modem

1 When powered up, the Field Xpert start screen is shown
2 Tap Start => iPAQ Wireless to open the wireless connection
– Tap on WiFi or Bluetooth, according to your mode of connection
3 Tap the appropriate Manager button to open the shortcuts
– Double tap on the connection you would like to use (in the example Bluetooth)
(the dialog may show a list or icons, depending upon the setting in Menu=>View As)
– The first time you use a Bluetooth connection you will be asked for a pass key
(mactek for VIATOR modem or 1234 for FFblue modem)
– The chosen connection goes green
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5 Commissioning Field Xpert Field Xpert

5.1.4 Synchronize the DD library (DD updates)

Device Xpert is supplied with the latest set of HART and/or FOUNDATION fieldbus device descriptions (DDs) available at the time of factory configuration. For a period of 60 days after this time or longer if an optional DD updating licence has been purchased, Device Xpert will connect to the Endress+Hauser Field Xpert - Device Expert DD Update Server, where the latest DD libraries are available. Device Xpert automatically detects whether a valid licence is available, e.g. if purchased at a later date or updated. It is recommended that the library is sychronized during the initial setup of the device, then at regular intervals thereafter (if DD updates are licenced).
Updating the DDs in Device Xpert
To update your DD device library, the Field Xpert must be connected to the internet. This can be done either:
• directly via a WiFi connection or
• via a USB or Bluetooth connection with your laptop/PC.
To activate the license via a Bluetooth or USB connection, you will need ActiveSync Version 4.5 of higher (Windows XP) or Windows Mobile Device Center (Windows 7). Please check if ActiveSync or Windows Mobile Device Center is installed on your PC. If not, download ActiveSync or Windows Mobile Device Center from the Microsoft web site and install the software package.
Depending on the type of connection you have selected, connect the USB cable to your Field Xpert and a free USB port on your PC or activate the Bluetooth interfaces at the PC and Field Xpert.
The following steps are independent of the connection type and therefore apply equally to all of the internet connections described above.
1 Start ActiveSync/Windows Mobile Device Center
2 If Field Xpert is to access Internet via a proxy server, enter the appropriate server parameters,
see Chapter 6.9.3
3 Start Device Xpert and select Device=>Synchronize Library.
4 Synchronization starts and Device Xperts checks automatically if there are new DDs
– If there have been no updates since your last connection, a message will be displayed
5 Confirm the synchronization by Tapping on Yes
– The download starts automatically
6 After download, you are ready to use the new device descriptions, see Chapter 6
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Field Xpert 5 Commissioning Field Xpert

5.1.5 Update your personal licence details

Field Xpert is delivered with a licence filled with factory default values for name and e-mail. We suggest that you fill in your company or name and contact e-mail address.
1 From Device Xpert HART or Device Xpert FF select Help=>Maintain Licence
2 Tap on the keyboard at the bottom of the dialog and fill in your contact details
– Enter company/name and e-mail address – Enter your password, to be found on the rear of the CD-ROM supplied –Tap on Refresh to confirm the changes
3 The licence information is shown at the at the top and bottom of the screen
– Product: software package licenced on the Field Xpert – Device Xpert Software Licence Number – Activated on: date on which the licence was activated – DD Updates until: last date at which updates can be downloaded, see Chapter 5.1.4
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5 Commissioning Field Xpert Field Xpert

5.2 Installing and configuring a Bluetooth modem

Notice!
• The Bluetooth modem has already been configured and installed in Field Xpert by Endress+Hauser prior to delivery. You must follow the instructions in this section only if you need to reconfigure the modem following a Field Xpert e.g. clean reset or if you want to add a second Bluetooth modem.

5.2.1 Switch on Field Xpert Bluetooth

1 Switch on the Field Xpert by briefly pressing the on/off button.
2 Open the iPAQ Wireless dialog via Start=>iPAQ Wireless
3Tap on the Bluetooth button to switch on Bluetooth. A change in the color of the icon (green)
indicates that it is activated. – The lefthand Field Xpert LED over the display flashes blue to confirm the activation.
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Field Xpert 5 Commissioning Field Xpert

5.2.2 Add a VIATOR Bluetooth modem (HART)

Notice!
• The VIATOR Bluetooth modem has a standard Bluetooth device name, "MACTekVIATORXXXX", where "XXXX" represents the last four hexadecimal digits of the device's Bluetooth MAC address. The Bluetooth MAC address can be found above the serial number on the front label of the modem.
1 Switch on the Field Xpert by briefly pressing the on/off button
2 Switch on the modem by briefly pressing the on/off button.
– Switching on the modem automatically activates the Bluetooth function of the modem – If the modem LED does not respond in this way, please see Section "4.1.4 LED status".
3Open the iPAQ Wireless dialog (Start=>iPAQ Wireless) or
choose the symbol in the lower right hand corner
4 If not already switched on, tap on the Bluetooth button in order to switch on Bluetooth
communication – The icon first turns green
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5 Commissioning Field Xpert Field Xpert
5 Select the Bluetooth Manager by tapping on the Manager button
– The shortcut screen for the Bluetooth interface appears – Create a new connection by selecting New.
6The Connections Wizard page is displayed
– Scroll down and select the menu Explore a Bluetooth device
7 The Explore a Bluetooth device window appears showing all available Bluetooth devices
–Tap on MACTekVia... (MACTek Viator Bluetooth modem)
Note: To see more details tap on View => List
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