Flowserve SoftTools Suite User Manual

™

SoftTools

Quick Start Guide for SoftTools 7.0 with support for the

HART Communications Protocol on the Logix

1200/1200e, 3200IQ, and 500/500si Series Positioners

Flowserve Corporation

Suite 7.0

Flow Control Division

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Chapter 1: Preface..........................................3

Chapter 2: Software Installation.......................4

System Requirements................................... 4

Installing SoftTools 7.0..................................4

Instrument to Computer Connection ............. 5

Chapter 3: Startup ..........................................6

Using SoftTools 7.0....................................... 6

Using SoftTools TechCheck .........................6

Using the Configurator Tool .......................... 7

Reset........................................................... 10

Using the Calibrator Tool ............................ 10

Using the Condition Tool.............................14

Using the Alert Display................................16

Security Administrator.................................16

Using the Context-Sensitive Help System .. 18

Disabling FIFO Buffers................................18

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Chapter 1: Preface

Welcome to Flowserve Valtek SoftTools™. This Quick Start Guide is designed to assist the user in setting up and initiating process control using the combined features of the SoftTools software, the HART

SoftTools 7.0 is a complete software ‘suite,’ within which communication protocol software and instrument module software is combined to form a unique process control configuration, calibration and device monitoring system.



communications protocol, and a Logix™ series "smart" positioner.

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Chapter 2: Software Installation

System Requirements

The following hardware is required to use SoftTools:

1. A computer using a Pentium, higher, or compatible processor and running

Windows 95, 98, NT, 2000, or XP.

2. CD-ROM drive

3. Mouse or other cursor-pointing device.

4. Memory requirements of 32MB RAM minimum, with 64MB RAM

recommended.

5. Approximately 30MB disk space for installation.

6. Serial communication ports: 1 minimum available with 8 maximum possible.

Installing SoftTools 7.0

1. You must be an administrator on the system. If you do not have administrative rights, have your system administrator install and run SoftTools one time.

2. Insert the SoftTools 7.0 program CD into the computer CD-ROM drive.

3. Click the Start button on the task bar.

4. Select Run. Type e:\ SoftTools 7 Setup.exe (to install from the E: drive) into the

Run edit box; then click on the OK button.

Application Installation

1. At the Welcome message dialog, click on the Next button.

2. At the Choose Destination Location dialog, the user may accept the default

directory from the dialog box or click on the Browse button to select an alternate destination folder. After selecting or editing a directory, click on the Next button.

3. At the Select Program Manager Group, click Next.

4. At the Start Installation dialog, click Next. If a previous installation is

detected, click Yes to preserve data from an earlier version of SoftTools. Click No to continue without saving previous data.

5. Click Finish to complete the installation.

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Instrument to Computer Connection

Make the physical connection between the PC and the positioner. Locate an available serial, PCMICIA or USB communications port on the computer and plug a HART modem into it. Attach the other end of the HART modem cable to the appropriate device or interface.

Many new computers (especially laptops) no longer have serial or PCMICIA connections, but do have USB ports. If the user already has a serial HART modem, a USB to RS 232 adapter is an inexpensive alternative to purchasing a new USB HART modem. Not all USB to RS 232 adapters communicate properly with the RS 232 HART modems. Flowservesupported USB converters at this time include: Startech – Model #: ICUSB232, Belkin – Model #: F5U103, and Mactek – Model #: 010031.

USB adapters/modems typically come with driver software (usually on a CD). The user will be prompted to install the USB driver(s) when the USB adapter/modem is used for the first time. USB driver software is typically USB port specific. This means that if a laptop has two USB ports, and the user connects the adapter to USB Port 1 during driver installation, the adapter will only work on USB Port 1 after the driver(s) are installed. If the adapter/modem is later connected to USB Port 2, the adapter/modem may not work. To solve this problem, the USB adapter/modem should be connected to the same USB port every time SoftTools is used.

RECOMMENDATION: Users with multiple USB ports on their computers will want to use the same USB port every time they use SoftTools, and make sure that the proper USB

adapter/modem drivers are installed for this USB port.

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Chapter 3: Startup

Boot the system in preparation for starting the application:

Using SoftTools 7.0

1. From the Windows Toolbar, click on Start. Select Programs/Flowserve/SoftTools/TechCheck. The TechBridge splash screen,

followed by the TechCheck splash screen displays. The application will initialize and install the TechBridge, BridgeEx, and Alert Tool icons into the Windows System Tray.

2. The Log In dialog will appear. Type “trial” without the quotes into the Password field. Click OK to finish logging into the system.

Figure 1 TechCheck Login

Using SoftTools TechCheck

Figure 2 TechCheck Main menu

Before attempting the following procedure, see Disabling FIFO Buffers (Page 18). Please follow these instructions to make your initial connection to a field device on a HART modem.

1. Select Connections from the TechCheck Main menu.

2. Select Set Up Field Network.

3. Select the HART icon.

4. Right-click the HART icon.

5. Select Add.

6. Select and click Server Port.

7. On the ADD SERVER PORT window, use the Com Port pull down box to select the RS-232 port this connection will use. In the case where you are using a USB converter, select the communication port created by the installation of the USB hardware.

NOTE: Some USB converters will require you to check the RTS delay check box.

8. Click OK.

9. A PORT will be added to the Field Network tree.

10. Select the newly added PORT icon.

11. Right-click the PORT icon.

12. Select Scan.

13. Select and click Field Devices.

14. On the Search for a Field Device to Add window, click Start. The program scans from the Start at Field Address to the Stop at Field Address.

15. Responding devices appear in the grid on the bottom of the window. Usually, only one device will be attached to a modem.

16. Once the device is found, click Stop to quit scanning in order to avoid a lengthy search routine.

17. Click the Close just under the Estimated Time Remaining indicator.

18. Click the Add button to add the device to the Field Network Tree.

19. Select the newly added device.

20. Click Install to add the device to the TechCheck device selection list.

21. Click Close to return to TechCheck.

You are now ready to use the TechCheck application tools.

Return to the TechCheck main menu and click on Tools. For the initial use of SoftTools

TechCheck, select Use Configurator and continue with the following instruction titled Configurator Tool. With a previously configured and calibrated device, select from among any of the SoftTools Suite application tools.

Using the Configurator Tool

After selecting and establishing communications with a device, configure the positioner. If the positioner was shipped factory-mounted to a valve, it is pre-configured and calibrated to work as is.

If working with a new positioner or retrofitting a positioner onto a different valve, parameters must be set to ensure that it will control the valve properly.

1. From the TechCheck main menu window, click on Tools.

2. Select Use Configurator. Or,

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