Manual: Model 5700 Transmitters with FOUNDATION Fieldbus Configuration and Use Manual | Micro Motion
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Loading...Micro Motion Manual: Model 5700 Transmitters with FOUNDATION Fieldbus Configuration and Use Manual | Micro Motion Manuals & Guides
Configuration and Use Manual
MMI-20029970, Rev AE
Micro Motion™ 5700 Transmitters with
FOUNDATION™ Fieldbus
Configuration and Use Manual
June 2021
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 following are
available: the EU declaration of conformity, with all applicable European directives, and the complete ATEX Installation Drawings
and Instructions. In addition the IECEx Installation Instructions for installations outside of the European Union and the CSA
Installation Instructions for installations in North America 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. and Ireland 0870 240 1978 Australia 800 158 727
Canada +1 303-527-5200 The Netherlands +31 (0) 70 413
Mexico +52 55 5809 5010 France +33 (0) 800 917
Argentina +54 11 4809 2700 Germany 0800 182 5347 Pakistan 888 550 2682
Brazil +55 15 3413 8000 Italy +39 8008 77334 China +86 21 2892 9000
Chile +56 2 2928 4800 Central & Eastern +41 (0) 41 7686
Peru +51 15190130 Russia/CIS +7 495 995 9559 South Korea +82 2 3438 4600
Europe and Middle East Asia Pacific
New Zealand 099 128 804
6666
India 800 440 1468
901
Japan +81 3 5769 6803
111
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
2
Configuration and Use Manual Contents
MMI-20029970 June 2021
Contents
Chapter 1 Before you begin........................................................................................................7
1.1 About this manual....................................................................................................................... 7
1.2 Hazard messages.........................................................................................................................7
1.3 Related documents......................................................................................................................8
1.4 Communication methods............................................................................................................8
Chapter 2 Quick start................................................................................................................. 9
2.1 Power up the transmitter.............................................................................................................9
2.2 Check meter status......................................................................................................................9
2.3 Determine the FOUNDATION Fieldbus unique device ID using the display .................................... 10
2.4 Commissioning wizards............................................................................................................. 10
2.5 Make a startup connection to the transmitter............................................................................10
2.6 Set the transmitter clock............................................................................................................10
2.7 View the licensed features......................................................................................................... 11
2.8 Set informational parameters.................................................................................................... 11
2.9 Characterize the meter (if required)...........................................................................................12
2.10 Verify mass flow measurement................................................................................................16
2.11 Verify the zero......................................................................................................................... 16
Chapter 3 Introduction to configuration and commissioning....................................................19
3.1 Security and write protection.....................................................................................................19
3.2 Work with configuration files.....................................................................................................24
Chapter 4 Configure process measurement..............................................................................31
4.1 Configure Sensor Flow Direction Arrow .....................................................................................31
4.2 Configure mass flow measurement........................................................................................... 32
4.3 Configure volume flow measurement for liquid applications..................................................... 37
4.4 Configure Gas Standard Volume (GSV) flow measurement........................................................42
4.5 Configure density measurement................................................................................................47
4.6 Configure temperature measurement....................................................................................... 50
4.7 Configure Pressure Measurement Unit ......................................................................................52
4.8 Configure Velocity Measurement Unit ...................................................................................... 53
Chapter 5 Configure process measurement applications.......................................................... 55
5.1 Set up the API Referral application ............................................................................................ 55
5.2 Set up concentration measurement...........................................................................................69
Chapter 6 Configure advanced options for process measurement............................................ 91
6.1 Configure Response Time ......................................................................................................... 91
6.2 Detect and report two-phase flow............................................................................................. 92
6.3 Configure Flow Rate Switch .......................................................................................................93
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6.4 Configure events....................................................................................................................... 94
6.5 Configure totalizers and inventories.......................................................................................... 96
6.6 Configure logging for totalizers and inventories.........................................................................99
6.7 Configure Process Variable Fault Action .................................................................................. 100
Chapter 7 Configure device options and preferences.............................................................. 103
7.1 Configure the transmitter display............................................................................................ 103
7.2 Configure the transmitter's response to alerts......................................................................... 109
7.3 Control button sensitivity on the display..................................................................................118
Chapter 8 Integrate the meter with the control system.......................................................... 119
8.1 Configure FOUNDATION Fieldbus Channel A............................................................................... 119
8.2 Configure mA Output Channel B..............................................................................................119
8.3 Configure FO/DO Channel C.................................................................................................... 128
Chapter 9 Complete the configuration................................................................................... 139
9.1 Test or tune the system using sensor simulation......................................................................139
9.2 Enable or disable software write-protection.............................................................................141
Chapter 10 Transmitter operation............................................................................................ 143
10.1 View process and diagnostic variables................................................................................... 143
10.2 View and acknowledge status alerts...................................................................................... 144
10.3 Read totalizer and inventory values........................................................................................145
10.4 Start, stop, and reset totalizers and inventories..................................................................... 146
10.5 Enable or disable fieldbus simulation mode........................................................................... 148
Chapter 11 Measurement support............................................................................................151
11.1 Use Smart Meter Verification................................................................................................. 151
11.2 Advanced Phase Measurement..............................................................................................159
11.3 Zero the meter...................................................................................................................... 160
11.4 Set up pressure compensation...............................................................................................163
11.5 Validate the meter.................................................................................................................166
11.6 Perform a (standard) D1 and D2 density calibration...............................................................168
11.7 Adjust concentration measurement with Trim Slope and Trim Offset ................................... 171
Chapter 12 Maintenance.......................................................................................................... 175
12.1 Install a new transmitter license.............................................................................................175
12.2 Upgrade the transmitter firmware......................................................................................... 176
12.3 Reboot the transmitter.......................................................................................................... 177
12.4 Battery replacement..............................................................................................................178
Chapter 13 Log files, history files, and service files....................................................................179
13.1 Generate history files.............................................................................................................179
13.2 Generate service files.............................................................................................................185
Chapter 14 Troubleshooting.................................................................................................... 191
14.1 Status LED and device status..................................................................................................191
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14.2 API Referral troubleshooting..................................................................................................191
14.3 Concentration measurement troubleshooting...................................................................... 192
14.4 Alert when connecting a core processor to a remote 5700 transmitter..................................192
14.5 Density measurement troubleshooting................................................................................. 193
14.6 Discrete Output troubleshooting...........................................................................................196
14.7 Flow measurement troubleshooting......................................................................................197
14.8 Frequency Output troubleshooting....................................................................................... 199
14.9 mA Output troubleshooting.................................................................................................. 201
14.10 Status alerts, causes, and recommendations....................................................................... 204
14.11 Perform a core processor resistance test..............................................................................222
14.12 Check the cutoffs.................................................................................................................224
14.13 Check the direction parameters...........................................................................................224
14.14 Check the drive gain............................................................................................................ 224
14.15 Check for internal electrical problems..................................................................................225
14.16 Check Frequency Output Fault Action .................................................................................226
14.17 Check the scaling of the Frequency Output..........................................................................226
14.18 Check grounding................................................................................................................. 226
14.19 Perform loop tests............................................................................................................... 227
14.20 Check Lower Range Value and Upper Range Value ..............................................................231
14.21 Check mA Output Fault Action ............................................................................................231
14.22 Trim mA Output.................................................................................................................. 231
14.23 Check the pickoff voltage.................................................................................................... 233
14.24 Check power supply wiring.................................................................................................. 233
14.25 Check for radio frequency interference (RFI)........................................................................ 234
14.26 Check sensor-to-transmitter wiring..................................................................................... 234
14.27 Check the sensor coils..........................................................................................................235
14.28 Using sensor simulation for troubleshooting....................................................................... 237
14.29 Check for two-phase flow (slug flow)................................................................................... 237
14.30 Simulation problems........................................................................................................... 237
14.31 Temperature measurement troubleshooting...................................................................... 238
14.32 Velocity measurement troubleshooting.............................................................................. 239
Appendix A FOUNDATION Fieldbus resource block and transducer blocks................................. 241
A.1 Resource block........................................................................................................................ 241
A.2 Transducer blocks and views................................................................................................... 246
A.3 Fieldbus channel references.....................................................................................................328
Appendix B FOUNDATION Fieldbus function blocks................................................................... 331
B.1 Analog Input (AI) function block.............................................................................................. 331
B.2 Analog Output (AO) function block..........................................................................................336
B.3 Integrator (INT) Function Block................................................................................................338
B.4 Discrete Input (DI) function block............................................................................................ 342
B.5 Discrete Output (DO) function block....................................................................................... 344
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Appendix C Using the transmitter display................................................................................. 347
C.1 Components of the transmitter display................................................................................... 347
C.2 Access and use the display menus........................................................................................... 348
Appendix D Using ProLink III with the transmitter..................................................................... 353
D.1 Connect with ProLink III .......................................................................................................... 353
Appendix E Using a field communicator with the transmitter................................................... 355
E.1 Basic information about field communicators..........................................................................355
E.2 Connect with a field communicator......................................................................................... 356
Appendix F Concentration measurement matrices, derived variables, and process variables.... 361
F.1 Standard matrices for the concentration measurement application.........................................361
F.2 Derived variables and calculated process variables...................................................................362
Appendix G Environmental compliance.....................................................................................365
G.1 RoHS and WEEE.......................................................................................................................365
6 Micro Motion 5700 Transmitters with FOUNDATION Fieldbus
Configuration and Use Manual Before you begin
MMI-20029970 June 2021
1 Before you begin
1.1 About this manual
This manual helps you configure, commission, use, maintain, and troubleshoot Micro Motion 5700
transmitters with FOUNDATION Fieldbus.
Important
This manual assumes that:
• The transmitter has been installed correctly and completely according to the instructions in the
transmitter installation manual
• Users understand basic transmitter and sensor installation, configuration, and maintenance concepts and
procedures
1.2 Hazard messages
This document uses the following criteria for hazard messages based on ANSI standards Z535.6-2011
(R2017).
DANGER
Serious injury or death will occur if a hazardous situation is not avoided.
WARNING
Serious injury or death could occur if a hazardous situation is not avoided.
CAUTION
Minor or moderate injury will or could occur if a hazardous situation is not avoided.
NOTICE
Data loss, property damage, hardware damage, or software damage can occur if a situation is not avoided.
There is no credible risk of physical injury.
Physical access
NOTICE
Unauthorized personnel can potentially cause significant damage and/or misconfiguration of end users'
equipment. Protect against all intentional or unintentional unauthorized use.
Physical security is an important part of any security program and fundamental to protecting your system.
Restrict physical access to protect users' assets. This is true for all systems used within the facility.
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1.3 Related documents
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 5700 Product Data Sheet
• Micro Motion 5700 Transmitters for FOUNDATION™ Fieldbus: Installation Manual
• Replacing the Junction Box for the 4200 Transmitter and the 5700 Transmitter
• Replacing the Sensor Cable for the 4200 Transmitter and the 5700 Transmitter
• Sensor installation manual
1.4 Communication methods
You can use several different communications methods to interface with the transmitter. You may use
different methods in different locations or for different tasks.
Interface Tool
Display Infrared-sensitive buttons
Universal Service Port ProLink™ III
FOUNDATION Fieldbus channel • Field communicator
• FOUNDATION Fieldbus (FF) host
— On an enhanced FF host, the transmitter parameters are displayed either
in the form of a menu tree (for example, the 475 Field Communicator)
or in the form of UIRD (for example, the AMS Intelligent Device Manager
with DeltaV™ System). Both the menu tree and UIRD are provided as
part of the Device Description.
— A basic FF host displays the transmitter parameters in the form of a list
under the Resource block and transducer blocks.
— The configuration sections contain information for both types of host.
For information about how to use the communication tools, see the appendices in this manual.
Tip
You may be able to use other communications tools, such as AMS™ Suite: Intelligent Device Manager.
8 Micro Motion 5700 Transmitters with FOUNDATION Fieldbus
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2 Quick start
2.1 Power up the transmitter
The transmitter must be powered up for all configuration and commissioning tasks, or for process
measurement.
Procedure
1. Verify that all transmitter and sensor covers and seals are closed.
WARNING
To prevent ignition of flammable or combustible atmospheres, ensure that all covers and seals are
tightly closed. For hazardous area installations, applying power while housing covers are removed or
loose can cause an explosion resulting in injury or death.
2. Turn on the electrical power at the power supply.
Postrequisites
Although the sensor is ready to receive process fluid shortly after power-up, the electronics can take up to
10 minutes to reach thermal equilibrium. Therefore, if this is the initial startup, or if power has been off long
enough to allow components to reach ambient temperature, allow the electronics to warm up for
approximately 10 minutes before relying on process measurements. During this warm-up period, you may
observe minor measurement instability or inaccuracy.
2.2 Check meter status
Check the meter for any error conditions that require user action or that affect measurement accuracy.
Procedure
1. Wait approximately 10 seconds for the power-up sequence to complete.
Immediately after power-up, the transmitter runs through diagnostic routines and checks for error
conditions. During the power-up sequence, the Transmitter Initializing alert is active. This
alert should clear automatically when the power-up sequence is complete.
2. Check the status LED on the transmitter.
Table 2-1: Status LED and device status
Status LED condition Device status
Solid green No alerts are active.
Solid yellow One or more alerts are active with Alert Severity = Out of Specification,
Maintenance Required, or Function Check.
Solid red One or more alerts are active with Alert Severity = Failure.
Flashing yellow (1 Hz) The Function Check in Progress alert is active.
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2.3 Determine the FOUNDATION Fieldbus unique device ID
using the display
Every FOUNDATION Fieldbus device has a unique 24-digit number that the fieldbus segment uses to identify it.
You can determine the number using the display.
Procedure
Choose Menu → About → Device Information.
The number is located under Device Unique ID.
2.4 Commissioning wizards
The transmitter menu includes a Guided Setup to help you move quickly through the most common
configuration parameters. ProLink III also provides a commissioning wizard.
By default, when the transmitter starts up, the Guided Setup menu is offered. You can choose to use it or not.
You can also choose whether or not Guided Setup is displayed automatically.
• To enter Guided Setup upon transmitter startup, choose Yes at the prompt.
• To enter Guided Setup after transmitter startup, choose Menu → Startup Tasks.
• To control the automatic display of Guided Setup, choose Menu → Configuration → Guided Setup.
For information on the ProLink III commissioning wizard, see the Micro Motion ProLink III with ProcessViz
Software User Manual.
As the commissioning wizards are self guided, they are not documented in detail.
2.5 Make a startup connection to the transmitter
For all configuration tools except the display, you must have an active connection to the transmitter to
configure the transmitter.
Procedure
Identify the connection type to use, and follow the instructions for that connection type in the appropriate
appendix.
2.6 Set the transmitter clock
Display
ProLink III Device Tools → Configuration → Transmitter Clock
Field communicator Configure → Manual Setup → Clock
Enhanced FF host Configure → Manual Setup → Clock
Basic FF host Device TB → Set Clock Date-Time (OD Index 136)
Menu → Configuration → Time/Date/Tag
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The transmitter clock provides timestamp data for alerts, service logs, history logs, and all other timers and
dates in the system. You can set the clock for your local time or for any standard time you want to use.
Tip
You may find it convenient to set all of your transmitter clocks to the same time, even if the transmitters are
in different time zones.
Procedure
1. Select the time zone that you want to use.
2. If you need a custom time zone, select Special Time Zone and enter your time zone as a difference
from UTC (Coordinated Universal Time).
3. Set the time appropriately for the selected time zone.
Tip
The transmitter does not adjust for Daylight Savings Time. If you observe Daylight Savings Time, you
must reset the transmitter clock manually.
4. Set the month, day, and year.
The transmitter tracks the year and automatically adds a day for leap years.
2.7 View the licensed features
Display
ProLink III Device Tools → Device Information → Licensed Features
Field communicator Overview → Device Information → Licenses
Enhanced FF host Overview → Device Information → Licenses
Basic FF host Device TB → Permanent Feature (OD Index 142)
You can view the licensed features to ensure that the transmitter was ordered with the required features.
Licensed features are purchased and available for permanent use. The options model code represents the
licensed features.
A trial license allows you to explore features before purchasing. The trial license enables the specified features
for a limited number of days. This number is displayed for reference. At the end of this period, the feature will
no longer be available.
To purchase additional features or request a trial license, document the Unique ID Number and current
license key from your transmitter and contact customer service. To enable the additional features or trial
license, you will need to install the new license on the transmitter.
Menu → About → Licenses → Licensed Features
Device TB → Temporary Feature (OD Index 140)
2.8 Set informational parameters
Display
ProLink III Device Tools → Configuration → Informational Parameters
Field communicator Configure → Manual Setup → Device
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Menu → Configuration → Device Information
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Enhanced FF host Configure → Manual Setup → Device
Basic FF host Device TB → Transmitter Information (OD Index 14–21)
Device TB → Core Processor Information (OD Index 22–25)
Device TB → Sensor Information (OD Index 28–33)
You can set several parameters that identify or describe the transmitter and sensor. These parameters are not
used in processing and are not required.
Procedure
1. Set informational parameters for the transmitter.
a) Set Transmitter Serial Number to the serial number of your transmitter.
The transmitter serial number is provided on the metal tag that is attached to the transmitter
housing.
b) Set Descriptor to any desired description of this transmitter or measurement point.
c) Set Message to any desired message.
d) Verify that Model Code (Base) is set to the base model code of the transmitter.
The base model code completely describes your transmitter, except for the features that can be
licensed independently. The base model code is set at the factory.
e) Set Model Code (Options) to the options model code of the transmitter.
The options model code describes the independent features that have been licensed for this
transmitter. The original options model code is set at the factory. If you license additional
options for this transmitter, Micro Motion will supply an updated options model code.
For a field communicator, configuring model code options is not available for this release.
2. Set informational parameters for the sensor.
a) Set Sensor Serial Number to the serial number of the sensor connected to this transmitter.
The sensor serial number is provided on the metal tag that is attached to the sensor case.
b) Set Sensor Material to the material used for the sensor.
c) Set Sensor Liner to the material used for the sensor liner, if any.
d) Set Flange Type to the type of flange that was used to install the sensor.
Do not set Sensor Type. Sensor Type is set or derived during characterization.
2.9 Characterize the meter (if required)
Display
ProLink III Device Tools → Calibration Data
Field communicator Configure → Manual Setup → Characterization
12 Micro Motion 5700 Transmitters with FOUNDATION Fieldbus
Menu → Configuration → Sensor Parameters
Configuration and Use Manual Quick start
MMI-20029970 June 2021
Enhanced FF host Configure → Manual Setup → Characterization
Basic FF host Measurement TB → Device Calibration (OD Index 95–113)
Characterizing the meter adjusts your transmitter to match the unique traits of the sensor it is paired with.
The characterization parameters (also called calibration parameters) describe the sensor’s sensitivity to flow,
density, and temperature. Depending on your sensor type, different parameters are required.
Values for your sensor are provided on the sensor tag or the calibration certificate.
• If your transmitter was ordered with a sensor, it was characterized at the factory. However, you should still
verify the characterization parameters.
• Perform a characterization whenever you replace a core processor.
Procedure
1. Optional: Specify Sensor Type.
• Straight Tube (T-Series sensors)
• Curved Tube (all sensors except T-Series)
Note
Unlike earlier transmitters, the 5700 derives Sensor Type from the user-specified values for FCF and K1
in combination with an internal ID.
2. Set the flow calibration factor: FCF (also called Flow Cal or Flow Calibration Factor). Be sure to include
all decimal points.
3. Set the density characterization parameters: D1, D2, TC, K1, K2, and FD. (TC is sometimes shown as
DT.)
4. Apply the changes as required by the tool you are using.
The transmitter identifies your sensor type, and characterization parameters are adjusted as required:
• If Sensor Type changed from Curved Tube to Straight Tube, five characterization parameters are
added to the list.
• If Sensor Type changed from Straight Tube to Curved Tube, five characterization parameters are
removed from the list.
• If Sensor Type did not change, the list of characterization parameters does not change.
5. T-Series sensors only: Set the additional characterization parameters listed below.
Characterization parameter type
Flow FTG, FFQ
Density DTG, DFQ1, DFQ2
Parameters
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2.9.1 Sample sensor tags
Figure 2-1: Tag on newer curved-tube sensors (all sensors except T-Series)
Figure 2-2: Tag on older straight-tube sensor (T-Series)
Figure 2-3: Tag on newer straight-tube sensor (T-Series)
2.9.2 Flow calibration parameters (FCF, FT)
Two separate values are used to describe flow calibration: a 6-character FCF value and a 4-character FT value.
They are provided on the sensor tag.
Both values contain decimal points. During characterization, these are entered as a single 10-character string.
The 10-character string is called either Flowcal or FCF.
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If your sensor tag shows the FCF and the FT values separately and you need to enter a single value,
concatenate the two values to form the single parameter value, retaining both decimal points.
Concatenating FCF and FT
FCF = x.xxxx FT = y.yy Flow calibration parameter: x.xxxxy.yy
2.9.3 Density calibration parameters (D1, D2, K1, K2, FD, DT, TC)
Density calibration parameters are typically on the sensor tag and the calibration certificate.
If your sensor tag does not show a D1 or D2 value:
• For D1, enter the Dens A or D1 value from the calibration certificate. This value is the line-condition
density of the low-density calibration fluid. Micro Motion uses air. If you cannot find a Dens A or D1 value,
enter 0.001 g/cm3.
• For D2, enter the Dens B or D2 value from the calibration certificate. This value is the line-condition density
of the high-density calibration fluid. Micro Motion uses water. If you cannot find a Dens B or D2 value,
enter 0.998 g/cm3 .
If your sensor tag does not show a K1 or K2 value:
• For K1, enter the first five digits of the density calibration factor. In this sample tag, this value is shown as
12500.
• For K2, enter the second five digits of the density calibration factor. In this sample tag, this value is shown
as 14286.
Figure 2-4: K1, K2, and TC values in the density calibration factor
If your sensor does not show an FD value, contact customer service.
If your sensor tag does not show a DT or TC value, enter the last four characters of the density calibration
factor. In the sample tag shown above, the value is shown as 4.44.
Do not confuse the Meter Factor line on the pictured sensor tag with any meter factor settings discussed in
this manual.
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2.10 Verify mass flow measurement
Check to see that the mass flow rate reported by the transmitter is accurate. You can use any available
method.
Procedure
• Read the value for Mass Flow Rate on the transmitter display.
• Connect to the transmitter with ProLink III and read the value for Mass Flow Rate in the Process Variables
panel.
• Connect to the transmitter with a field communicator and read the value for Mass Flow Rate.
Online → Overview → Mass Flow Rate
Postrequisites
If the reported mass flow rate is not accurate:
• Check the characterization parameters.
• Review the troubleshooting suggestions for flow measurement issues.
2.11 Verify the zero
Display Menu → Service Tools → Verification & Calibration → Meter Zero → Zero Verification
ProLink III Device Tools → Calibration → Smart Zero Verification and Calibration → Verify Zero
Field communicator Service Tools → Maintenance → Calibration → Zero Calibration → Perform Zero Verify
Enhanced FF host Service Tools → Maintenance → Calibration → Zero Calibration → Perform Zero Verify
Basic FF host Measurement TB → Perform Zero Verify (OD Index 124)
Verifying the zero helps you determine if the stored zero value is appropriate to your installation, or if a field
zero can improve measurement accuracy.
Important
In most cases, the factory zero is more accurate than the field zero. Do not zero the meter unless one of the
following is true:
• The zero is required by site procedures.
• The stored zero value fails the zero verification procedure.
Do not verify the zero or zero the meter if a high-severity alert is active. Correct the problem, then verify the
zero or zero the meter. You may verify the zero or zero the meter if a low-severity alert is active.
Procedure
1. Prepare the meter:
a) Allow the meter to warm up for at least 20 minutes after applying power.
b) Run the process fluid through the sensor until the sensor temperature reaches the normal
process operating temperature.
c) Stop flow through the sensor by shutting the downstream valve, and then the upstream valve if
available.
16 Micro Motion 5700 Transmitters with FOUNDATION Fieldbus
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d) Verify that the sensor is blocked in, that flow has stopped, and that the sensor is completely full
of process fluid.
2. Start the zero verification procedure, and wait until it completes.
3. If the zero verification procedure fails:
a) Confirm that the sensor is completely blocked in, that flow has stopped, and that the sensor is
completely full of process fluid.
b) Verify that the process fluid is not flashing or condensing, and that it does not contain particles
that can settle out.
c) Repeat the zero verification procedure.
d) If it fails again, zero the meter.
Postrequisites
Restore normal flow through the sensor by opening the valves.
Related information
Zero the meter
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18 Micro Motion 5700 Transmitters with FOUNDATION Fieldbus
Configuration and Use Manual Introduction to configuration and commissioning
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3 Introduction to configuration and commissioning
3.1 Security and write protection
The transmitter has several features that can help to protect it against intentional or unintentional access and
configuration changes.
• When locked, the mechanical lock switch on the front of the display prevents any configuration changes
to the transmitter from any local or remote configuration tool. A transmitter without a display does not
have a lock switch.
• When enabled, the software setting Write Protection prevents any configuration changes. The setting
can only be enabled if the transmitter does not have a display.
• If the Universal Service Port (USP) is disabled, the port cannot be used by any service tool to communicate
with or make changes to the transmitter.
• When enabled, Security prevents any configuration changes being made from the display unless the
appropriate password is entered.
• When enabled, the fieldbus write lock prevents any configuration changes being written from the fieldbus
segment.
3.1.1 Universal Service Port security
This transmitter is equipped with a Universal Service Port that works with USB type A connections, including
compatible flash drives. There are multiple levels of security built into the transmitter's service port that you
can configure according to your needs and security standards.
The service port offers the following features that enhance interface security:
• The service port is inaccessible without physical access to the transmitter and requires removal of the
terminal cover
• The service port can be disabled from the transmitter through software
• The transmitter has a non-traditional operating system that is not designed to execute programs or run
scripts
• The display can be password protected to limit access to the USB file menu
• Overall transmitter security switches such as the lock switch or write-protection disallows configuration
changes from all interfaces including the Universal Service Port
This transmitter:
• Was designed to be implemented in an industrial automation control system (Level 1 and Level 2 of the
Purdue Reference Architecture Model), with defense in depth security controls
• Is not intended to be directly connected to an enterprise or to an internet-facing network without a
compensating control in place
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3.1.2 Lock or unlock the transmitter
If the transmitter has a display, a mechanical switch on the display can be used to lock or unlock the
transmitter. When locked, no configuration changes can be made using any configuration tool.
Figure 3-1: Lock switch on transmitter display
You can determine whether you need to lock or unlock the transmitter by looking at the switch.
• If the switch is in the right position, the transmitter is locked.
• If the switch is in the left position, the transmitter is unlocked.
Note
The top switch is reserved for future use.
Procedure
1.
2. Remove the transmitter housing cover.
Figure 3-2: Removing the transmitter housing cover
WARNING
If the transmitter is in a hazardous area, do not remove the housing cover while the transmitter is
powered up. Failure to follow these instructions can cause an explosion resulting in injury or death.
If you are in a hazardous area, power down the transmitter.
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3. Using a fine-pointed tool, move the switch to the desired position.
4. Replace the transmitter housing cover.
5. If necessary, power up the transmitter.
3.1.3 Enable or disable the service port
Display Menu → Configuration → Security → Service Port
ProLink III Not available
Field communicator Configure → Manual Setup → Security → Enable/Disable Service Port
Enhanced FF host Configure → Manual Setup → Security → Enable/Disable Service Port
Basic FF host Device TB → Enable Service Port (OD Index 146)
The service port is enabled by default, so you can use it for transferring files or connect to it with ProLink III. If
you want to completely prevent it from being used, you can disable it.
Note
Enabling or disabling the service port will not take effect until power has been cycled to the transmitter.
WARNING
Do not use the service port if the transmitter is in a hazardous area because using the service port means
that you must open the transmitter wiring compartment. Opening the wiring compartment in a hazardous
area while the transmitter is powered up can cause an explosion resulting in injury or death.
3.1.4 Enable or disable software write-protection
Display
ProLink III Device Tools → Configuration → Write-Protection
Field communicator Configure → Manual Setup → Security → Lock/Unlock Device
Enhanced FF host Configure → Manual Setup → Security → FOUNDATION Fieldbus → Write Lock
Basic FF host Resource Block → Write Lock (OD Index 34)
When enabled, Write-Protection prevents changes to the transmitter configuration. You can perform all
other functions, and you can view the transmitter configuration parameters.
Note
The write protection setting via software methods (such as ProLink III) is available only on transmitters
without a display.
For transmitters with a display, write protection is available only using the lock switch on the display. See Lock
or unlock the transmitter.
Use the mechanical switch on the display.
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Write-protecting the transmitter primarily prevents accidental changes to configuration, not intentional
changes. Any user who can make changes to the configuration can disable write protection.
3.1.5 Configure security for the display
Display Menu → Configuration → Security → Display Security
ProLink III Device Tools → Configuration → Transmitter Display → Display Security
Field communicator Configure → Manual Setup → Display → Display Menus
Enhanced FF host Configure → Manual Setup → Display → Display Menus
Basic FF host Device TB → Offline Menu Passcode Required (OD Index 67)
Device TB → Passcode (4 Digits alphanumeric) (OD Index 68)
Device TB → Alert Passcode (OD Index 89)
When using the display, you can require users to enter a password to do any of the following tasks:
• Enter the main menu
• Change a parameter
• Access alert data through the display
• Start, stop, or reset totalizers or inventories via the context menu
The display password can be the same or different from the totalizer/inventory context menu control
password. If different, the display password is used to reset, start, and stop totalizers or inventories using
Menu → Operations → Totalizers.
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Procedure
1. Configure Password Required as desired.
Option Description
At Write When an user chooses an action that leads to a configuration change, they are
prompted to enter the display password.
Enter Menu When the menu is selected from the process variable screen, the display password
will be immediately required if Password Required is set.
Never (default) When a user chooses an action that leads to a configuration change, they are
prompted to activate ⇦⇧⇩⇨. This is designed to protect against accidental changes
to configuration. It is not a security measure.
2. If the At Write or Enter Menu option was selected, enable or disable alert security as desired.
Option Description
Enabled If an alert is active, the alert symbol ⓘ is shown in the upper right corner of the display but
the alert banner is not displayed. If the operator attempts to enter the alert menu, they are
prompted to enter the display password.
Disabled If an alert is active, the alert symbol ⓘ is shown in the upper right corner of the display and
the alert banner is displayed automatically. No password or confirmation is required to
enter the alert menu.
Restriction
You cannot set Password Required to Never and enable alert security.
• If you did not enable Password Required, alert security is disabled and cannot be enabled.
• Alert security is disabled automatically if you set Password Required to Never after:
— Password Required is initially set to either At Write or Enter Menu
— Alert security is enabled
3. If Password Required has been set to At Write or Enter Menu, you will be prompted to enter the
desired password.
• Default: AAAA
• Range: Any four alphanumeric characters
• Password Required must be set to At Write or Enter Menu to enable the totalizer/inventory control
context menu password option.
Important
If you enable Password Required but you do not change the display password, the transmitter will post
a configuration alert.
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4. Configure Main Menu Available as desired.
Option Description
Enabled The local display Menu option from the process variable screen will be accessible.
Disabled The local display Menu option from the process variable screen will not be accessible.
Important
Once Main Menu Available has been disabled, you cannot enable it from the local display. Use another
configuration tool, such as ProLink III, to re-enable main menu access from the local display.
3.1.6 Enable or disable fieldbus write lock
When locked, the fieldbus write lock prevents any configuration changes being written from the fieldbus
segment.
Procedure
Set the Write Lock parameter (OD index 34) of the Resource block to Locked (1) or Unlocked (0).
3.2 Work with configuration files
You can save the current transmitter configuration in two forms: a backup file and a replication file. You can
save the configuration to the SD card on your transmitter or to a USB drive.
Tip
You can use a saved configuration file to change the nature of the transmitter quickly. This might be
convenient if the transmitter is used for different applications or different process fluids.
You can load a configuration file to the transmitter's working memory or to the transmitter's SD card. You can
load either a backup file or a replication file.
Backup files
Replication files
3.2.1 Save a configuration file using the display
Prerequisites
If you are planning to use the USB drive, the service port must be enabled. It is enabled by default. However, if
you need to enable it, choose Menu → Configuration → Security and set Service Port to On.
Contain all parameters. They are used to restore the current device if required.
The .spare extension is used to identify backup files.
Contain all parameters except the device-specific parameters, e.g., calibration factors or
meter factors. They are used to replicate the transmitter configuration to other devices.
The .xfer extension is used to identify replication files.
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Procedure
• To save the current configuration to the transmitter's SD card as a backup file:
a) Choose Menu → Configuration → Save/Restore Config → Save Config to Memory.
b) Enter the name for this configuration file.
The configuration file is saved to the transmitter's SD card as yourname.spare.
• To save the current configuration to a USB drive, as either a backup file or a replication file:
a)
b) Choose Menu → USB Options → Transmitter --> USB Drive → Save Active Config to USB Drive.
c) Choose Backup or Replicate.
d) Enter the name for this configuration file.
The configuration file is saved to the USB drive as yourname.spare or yourname.xfer.
• To copy a configuration file from the transmitter's SD card to the USB drive:
a) WARNING
b) Choose Menu → USB Options → Transmitter --> USB Drive → Transfer Config File to USB Drive.
c) Choose Backup or Replicate.
WARNING
If the transmitter is in a hazardous area, do not remove the housing cover while the transmitter is
powered up. Failure to follow these instructions can cause an explosion resulting in injury or
death.
Open the wiring compartment on the transmitter and insert a USB drive into the service port.
If the transmitter is in a hazardous area, do not remove the housing cover while the transmitter is
powered up. Failure to follow these instructions can cause an explosion resulting in injury or
death.
Open the wiring compartment on the transmitter and insert a USB drive into the service port.
d) Select the file that you want to transfer.
The configuration file is copied to the USB drive, using its existing name.
3.2.2 Save a configuration file using ProLink III
Note
When you use ProLink III format for configuration files, you can specify configuration parameters individually
or by groups. Therefore, you can use this format for both backup and replication.
Procedure
• To save the current configuration to the transmitter's SD card:
a) Choose Device Tools → Configuration Transfer → Save Configuration.
b) Select On my 5700 Device Internal Memory and select Next.
c) Select Save.
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d) Enter the name for this configuration file.
e) Set the file type.
— To save a backup file, set the file type to Backup.
— To save a replication file, set the file type to Transfer.
f) Select Save.
The configuration file is saved to the transmitter's SD card as yourname.spare or yourname.xfer.
• To save the current configuration to your PC, in 5700 format:
a) Choose Device Tools → Configuration Transfer → Save Configuration.
b) Select On my computer in 5700 device file format and select Next.
c) Select Save.
d) Browse to the desired location, then enter the name for this configuration file.
e) Set the file type.
— To save a backup file, set the file type to Backup.
— To save a replication file, set the file type to Transfer.
f) Select Save.
The configuration file is saved to the specified location as yourname.spare or yourname.xfer.
• To save the current configuration to your PC, in ProLink III format:
a) Choose Device Tools → Configuration Transfer → Save Configuration.
b) Select On my computer in ProLink III file format and click Next.
c) Select Save.
d) Select the configuration parameters to be included in this file.
— To save a backup file, select all parameters.
— To save a replication file, select all parameters except device-specific parameters.
e) Select Save.
f) Browse to the desired location, then enter the name for this configuration file.
g) Set the file type to ProLink configuration file.
h) Select Start Save.
The configuration file is saved to the specified location as yourname.pcfg.
3.2.3 Save a configuration file using a basic FF host
Procedure
• To save the current configuration to the transmitter's SD card as a backup or replication file:
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a) Verify or write the appropriate value to the Config file type parameter of the Device TB for the type
of file you want to save.
— 1 for a backup (spare) file.
— 3 for a replication file.
b) Enter the name for the configuration file in the File Name parameter of the Device TB.
c) Write a 1 to the Save Config File parameter of the Device TB.
The configuration file is saved to the transmitter's SD card as yourname.spare or yourname.xfer,
depending on the type.
3.2.4 Load a configuration file using the display
Prerequisites
You must have a backup file or a replication file available for use.
If you are planning to use the USB drive, the service port must be enabled. It is enabled by default. However, if
you need to enable it, choose Menu → Configuration → Security and set Service Port to On.
Procedure
• To load either a backup file or a replication file from the transmitter's SD card:
a) Choose Menu → Configuration → Save/Restore Config → Restore Config from Memory.
b) Select Backup or Replicate.
c) Select the file that you want to load.
The file is loaded to working memory and becomes active immediately.
• To load a either a backup file or a replication file from a USB drive:
a)
b) Choose Menu → USB Options → USB Drive --> Transmitter → Upload Configuration File.
c) Select Backup or Replicate.
d) Select the file that you want to load.
e) Choose Yes or No when prompted to apply the settings.
WARNING
If the transmitter is in a hazardous area, do not remove the housing cover while the transmitter is
powered up. Failure to follow these instructions can cause an explosion resulting in injury or
death.
Open the wiring compartment on the transmitter and insert the USB drive containing the backup
file or replication file into the service port.
— Yes: The file is loaded to working memory and becomes active immediately.
— No: The file is loaded to the transmitter's SD card but not to working memory. You can load it
from the SD card to working memory at a later time.
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3.2.5 Load a configuration file using ProLink III
You can load a configuration file to the transmitter's working memory. You can load a backup file or a
replication file. Two PC file formats are supported: the 5700 format and the ProLink III format.
Note
When you use ProLink III format for configuration files, you can specify configuration parameters individually
or by groups. Therefore, you can use this format for both backup and replication.
Procedure
• To load a backup file or replication file from the transmitter's SD card:
a) Choose Device Tools → Configuration Transfer → Load Configuration.
b) Select On my 5700 Device Internal Memory and select Next.
c) Select Restore.
d) Set the file type.
— To load a backup file, set the file type to Backup.
— To load a replication file, set the file type to Transfer.
e) Select the file that you want to load and select Load.
The parameters are written to working memory, and the new settings become effectively immediately.
• To load a backup file or replication file in 5700 format from the PC:
a) Choose Device Tools → Configuration Transfer → Load Configuration.
b) Select On my computer in 5700 device file format and select Next.
c) Select Restore.
d) Set the file type.
— To load a backup file, set the file type to Backup.
— To load a replication file, set the file type to Transfer.
e) Navigate to the file you want to load, and select it.
The parameters are written to working memory, and the new settings become effectively immediately.
• To load a file in ProLink III format from the PC:
a) Choose Device Tools → Configuration Transfer → Load Configuration.
b) Select On my computer in ProLink III file format and select Next.
c) Select the parameters that you want to load.
d) Select Load.
e) Set the file type to Configuration file.
f) Navigate to the file you want to load, and select it.
g) Select Start Load.
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The parameters are written to working memory, and the new settings become effectively immediately.
3.2.6 Load a configuration file using a basic FF host
You can load a backup or replication configuration file to the transmitter's working memory from the SD card
using a basic FF host. If you need to load a file from a USB drive, you must use ProLink III or the display.
Prerequisites
You must have a backup file or a replication file available for use.
Procedure
• To load either a backup file or a replication file from the transmitter's SD card:
a) Verify or write the appropriate value to the Config file type parameter of the Device TB for the type
of file you want to load.
— 1 for a backup (spare) file.
— 3 for a replication file.
b) Enter the name of the file you want to restore in the File Name parameter of the Device TB.
c) Write a 1 to the Restore Config File parameter of the Device TB.
The file is loaded to working memory and becomes active immediately.
3.2.7 Restore the factory configuration
Display
ProLink III Device Tools → Configuration Transfer → Restore Factory Configuration
Field communicator Service Tools → Maintenance → Reset/Restore → Restore Factory Configuration
Enhanced FF host Service Tools → Maintenance → Reset/Restore → Restore Factory Configuration
Basic FF host Measurement TB → Restore Factory Configuration (OD Index 122)
A file containing the factory configuration is always saved in the transmitter's internal memory, and is
available for use.
This action is typically used for error recovery or for repurposing a transmitter.
If you restore the factory configuration, the real-time clock, the audit trail, the historian, and other logs are
not reset.
Menu → Configuration → Save/Restore Configuration → Restore Config from Memory
3.2.8 Replicate a transmitter configuration
Replicating a transmitter configuration is a fast method to set up similar or identical measurement points.
Procedure
1. Configure a transmitter and verify its operation and performance.
2. Use any available method to save a replication file from that transmitter.
3. Use any available method to load the replication file to another transmitter.
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4. At the replicated transmitter, set device-specific parameters and perform device-specific procedures:
a) Set the clock.
b) Set the tag and related parameters.
c) Characterize the transmitter.
d) Perform zero validation and take any recommended actions.
e) Perform loop tests and take any recommended actions, including mA Output trim.
f) Use sensor simulation to verify transmitter response.
5. At the replicated transmitter, make any other configuration changes.
6. Follow your standard procedures to ensure that the replicated transmitter is performing as desired.
30 Micro Motion 5700 Transmitters with FOUNDATION Fieldbus
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