Manuals & Guides: 5700 Transmitters with Configurable Outputs | Micro Motion
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Configuration and Use Manual
MMI-20025166, Rev AH
Micro Motion™ 5700 Transmitters with
Configurable Inputs and Outputs
Configuration and Use Manual
October 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 Europe and Middle East Asia Pacific
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
6666
Mexico +52 55 5809 5010 France +33 (0) 800 917
901
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
111
Peru +51 15190130 Russia/CIS +7 495 995 9559 South Korea +82 2 3438 4600
Egypt 0800 000 0015 Singapore +65 6 777 8211
Oman 800 70101 Thailand 001 800 441 6426
Qatar 431 0044 Malaysia 800 814 008
Kuwait 663 299 01
South Africa 800 991 390
Saudi Arabia 800 844 9564
UAE 800 0444 0684
New Zealand 099 128 804
India 800 440 1468
Japan +81 3 5769 6803
2
Configuration and Use Manual Contents
MMI-20025166 October 2021
Contents
Chapter 1 Before you begin........................................................................................................9
1.1 About this manual....................................................................................................................... 9
1.2 Hazard messages.........................................................................................................................9
1.3 Related documents....................................................................................................................10
1.4 Communications tools and protocols........................................................................................ 10
Chapter 2 Quick start............................................................................................................... 11
2.1 Power up the transmitter...........................................................................................................11
2.2 Check meter status....................................................................................................................11
2.3 Commissioning wizards............................................................................................................. 12
2.4 Make a startup connection to the transmitter............................................................................12
2.5 Set the transmitter clock............................................................................................................13
2.6 Set the transmitter addresses and tags...................................................................................... 13
2.7 View the licensed features......................................................................................................... 14
2.8 Set informational parameters.................................................................................................... 14
2.9 Characterize the meter (if required)...........................................................................................15
2.10 Verify mass flow measurement................................................................................................18
2.11 Verify the zero......................................................................................................................... 18
Chapter 3 Introduction to configuration and commissioning....................................................21
3.1 Security and write protection.....................................................................................................21
3.2 Work with configuration files.....................................................................................................26
Chapter 4 Configure process measurement..............................................................................33
4.1 Configure Sensor Flow Direction Arrow .....................................................................................33
4.2 Configure mass flow measurement........................................................................................... 34
4.3 Configure volume flow measurement for liquid applications..................................................... 39
4.4 Configure Gas Standard Volume (GSV) flow measurement........................................................43
4.5 Configure density measurement................................................................................................48
4.6 Configure temperature measurement....................................................................................... 51
4.7 Configure Pressure Measurement Unit ......................................................................................52
4.8 Configure Velocity Measurement Unit ...................................................................................... 54
Chapter 5 Configure process measurement applications.......................................................... 55
5.1 Set up the API Referral application ............................................................................................ 55
5.2 Set up concentration measurement...........................................................................................72
5.3 Configure the batching application............................................................................................92
Chapter 6 Configure advanced options for process measurement............................................ 97
6.1 Configure Response Time ......................................................................................................... 97
6.2 Detect and report two-phase flow............................................................................................. 97
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6.3 Configure Flow Rate Switch .......................................................................................................99
6.4 Configure events..................................................................................................................... 100
6.5 Configure totalizers and inventories........................................................................................ 102
6.6 Configure logging for totalizers and inventories...................................................................... 106
6.7 Configure Process Variable Fault Action .................................................................................. 106
Chapter 7 Configure device options and preferences.............................................................. 111
7.1 Configure the transmitter display............................................................................................ 111
7.2 Configure the transmitter response to alerts............................................................................117
7.3 Control button sensitivity on the display..................................................................................126
Chapter 8 Integrate the meter with the control system.......................................................... 127
8.1 Configure the transmitter channels......................................................................................... 127
8.2 Configure an mA Output..........................................................................................................129
8.3 Configure an mA Input.............................................................................................................138
8.4 Configure a Frequency Output.................................................................................................141
8.5 Configure a Frequency Input....................................................................................................147
8.6 Configure a Discrete Output.................................................................................................... 150
8.7 Configure a Discrete Input....................................................................................................... 154
Chapter 9 Configure digital communications......................................................................... 157
9.1 Configure HART communications ........................................................................................... 157
9.2 Configure Modbus communications........................................................................................163
Chapter 10 Configure, wire, and use a printer for tickets.......................................................... 167
10.1 Ticket types........................................................................................................................... 167
10.2 Wire the printer..................................................................................................................... 168
10.3 Configure the printer............................................................................................................. 169
10.4 Configure a Discrete Input or discrete event.......................................................................... 171
10.5 Print a standard ticket............................................................................................................172
10.6 Print a batch ticket.................................................................................................................172
10.7 Print a transfer ticket............................................................................................................. 173
Chapter 11 Complete the configuration................................................................................... 177
11.1 Test or tune the system using sensor simulation....................................................................177
11.2 Enable or disable software write-protection...........................................................................178
Chapter 12 Transmitter operation............................................................................................ 181
12.1 View process and diagnostic variables................................................................................... 181
12.2 View and acknowledge status alerts...................................................................................... 182
12.3 Read totalizer and inventory values........................................................................................183
12.4 Start, stop, and reset totalizers and inventories..................................................................... 184
Chapter 13 Operation using the batcher...................................................................................187
13.1 Run a batch............................................................................................................................187
13.2 Perform AOC calibration........................................................................................................ 190
4 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
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MMI-20025166 October 2021
Chapter 14 Measurement support............................................................................................193
14.1 Use Smart Meter Verification................................................................................................. 193
14.2 Advanced Phase Measurement software................................................................................203
14.3 Piecewise linearization (PWL) for calibrating gas meters........................................................ 204
14.4 Zero the meter...................................................................................................................... 204
14.5 Set up pressure compensation...............................................................................................207
14.6 Validate the meter.................................................................................................................213
14.7 Perform a (standard) D1 and D2 density calibration...............................................................215
14.8 Adjust concentration measurement with Trim Offset ............................................................218
14.9 Adjust concentration measurement with Trim Slope and Trim Offset ................................... 219
14.10 Energy flow..........................................................................................................................221
Chapter 15 Maintenance.......................................................................................................... 223
15.1 Install a new transmitter license.............................................................................................223
15.2 Upgrade the transmitter firmware......................................................................................... 224
15.3 Reboot the transmitter.......................................................................................................... 225
15.4 Battery replacement..............................................................................................................226
Chapter 16 Log files, history files, and service files....................................................................227
16.1 Generate history files.............................................................................................................227
16.2 Generate service files.............................................................................................................233
Chapter 17 Troubleshooting.................................................................................................... 239
17.1 Status LED and device status..................................................................................................239
17.2 API Referral troubleshooting..................................................................................................239
17.3 Batch troubleshooting...........................................................................................................240
17.4 Concentration measurement troubleshooting...................................................................... 241
17.5 Alert when connecting a core processor to a remote 5700 transmitter..................................242
17.6 Density measurement troubleshooting................................................................................. 243
17.7 Discrete Input troubleshooting..............................................................................................245
17.8 Discrete Output troubleshooting...........................................................................................246
17.9 Flow measurement troubleshooting......................................................................................247
17.10 Frequency Input troubleshooting........................................................................................ 250
17.11 Frequency Output troubleshooting..................................................................................... 251
17.12 mA Input troubleshooting................................................................................................... 252
17.13 mA Output troubleshooting................................................................................................ 253
17.14 Status alerts, causes, and recommendations....................................................................... 256
17.15 Perform a core processor resistance test..............................................................................279
17.16 Check batch total against scale reading............................................................................... 281
17.17 Check the cutoffs.................................................................................................................281
17.18 Check the direction parameters...........................................................................................282
17.19 Check the drive gain............................................................................................................ 282
17.20 Check for internal electrical problems..................................................................................283
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17.21 Check Frequency Output Fault Action .................................................................................283
17.22 Check the scaling of the Frequency Output..........................................................................284
17.23 Check Frequency Output Mode ...........................................................................................284
17.24 Check HART burst mode......................................................................................................284
17.25 Check HART communications..............................................................................................284
17.26 Locate a device using the HART 7 Squawk feature................................................................286
17.27 Check grounding................................................................................................................. 287
17.28 Perform loop tests............................................................................................................... 287
17.29 Check Lower Range Value and Upper Range Value ..............................................................293
17.30 Check mA Output Fault Action ............................................................................................294
17.31 Trim mA Output.................................................................................................................. 294
17.32 Check the pickoff voltage.................................................................................................... 295
17.33 Check power supply wiring.................................................................................................. 296
17.34 Check for radio frequency interference (RFI)........................................................................ 297
17.35 Check sensor-to-transmitter wiring..................................................................................... 297
17.36 Check the sensor coils..........................................................................................................298
17.37 Using sensor simulation for troubleshooting....................................................................... 299
17.38 Check the printing............................................................................................................... 300
17.39 Check for two-phase flow (slug flow)................................................................................... 300
17.40 Temperature measurement troubleshooting...................................................................... 301
17.41 Velocity measurement troubleshooting.............................................................................. 302
17.42 Wi-Fi troubleshooting..........................................................................................................303
Appendix A Using the transmitter display................................................................................. 305
A.1 Components of the transmitter display................................................................................... 305
A.2 Access and use the display menus........................................................................................... 307
A.3 Display menu tree................................................................................................................... 309
Appendix B Using ProLink III with the transmitter..................................................................... 311
B.1 Basic information about ProLink III .......................................................................................... 311
B.2 Connect with ProLink III ...........................................................................................................312
Appendix C Configure Wi-Fi......................................................................................................329
C.1 Enable Wi-Fi.............................................................................................................................329
C.2 Wi-Fi status LED.......................................................................................................................330
C.3 Connect to the 5700 Wi-Fi display........................................................................................... 330
C.4 Change Wi-Fi settings..............................................................................................................331
C.5 Cybersecurity.......................................................................................................................... 333
C.6 Add a hidden network for Android and iOS tablets...................................................................333
C.7 View Spectrum approvals........................................................................................................ 334
Appendix D Using a field communicator with the transmitter................................................... 335
D.1 Basic information about field communicators......................................................................... 335
D.2 Connect with a field communicator ........................................................................................336
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Appendix E Channel combinations............................................................................................343
E.1 Rules for channel combinations............................................................................................... 343
E.2 Valid combinations for channel configuration..........................................................................343
Appendix F Concentration measurement matrices................................................................... 347
F.1 Standard matrices for the concentration measurement application.........................................347
F.2 Derived variables and calculated process variables...................................................................348
Appendix G Environmental compliance.....................................................................................351
G.1 RoHS and WEEE.......................................................................................................................351
Appendix H Example tickets......................................................................................................353
H.1 Print examples........................................................................................................................ 353
Appendix I Default values and ranges...................................................................................... 357
Configuration and Use Manual 7
Contents Configuration and Use Manual
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8 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
Configuration and Use Manual Before you begin
MMI-20025166 October 2021
1 Before you begin
1.1
This manual helps you configure, commission, use, maintain, and troubleshoot Micro Motion 5700
transmitters with configurable inputs and outputs.
Important
This manual assumes that:
• The transmitter has been installed correctly and completely according to the instructions in the
• Users understand basic transmitter and sensor installation, configuration, and maintenance concepts and
About this manual
transmitter installation manual
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
WARNING
Serious injury or death
will occur if a hazardous situation is not avoided.
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.
Configuration and Use Manual 9
Before you begin Configuration and Use Manual
October 2021 MMI-20025166
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 with Configurable Inputs and Outputs: Installation Manual
• Coriolis Flow Meter with Micro Motion 5700 Transmitters Safety Manual for Safety Instrumented Systems (SIS)
• Micro Motion Oil and Gas Production Supplement
• Micro Motion Model 5700 Transmitter Net Oil Calculations Multiwell Supplement
• Micro Motion Advanced Phase Measurement Application Manual
• Micro Motion 5700 Transmitters with a Marine Bunker Transfer Package: Application Manual
• Retrofit a Micro Motion 5700 Configurable Inputs and Outputs Display with a Wi-Fi Display Replacement
Instruction
• 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
You can use several different communications tools and protocols to interface with the transmitter, use
different tools in different locations, or use different tools for different tasks.
Tool Supported protocols
Display Not applicable
ProLink™ III • HART®/Bell 202
Field communicator HART/Bell 202
For information about how to use the communication tools, see the appendices in this manual.
Communications tools and protocols
• HART/RS-485
• Modbus®/RS-485
• Service port
• Modbus TCP
• Android tablet, iOS tablet, and PC support for Wi-Fi
Tip
You may be able to use other communications tools, such as AMS™ Suite: Intelligent Device Manager, or the
Smart Wireless
manual. For more information on the Smart Wireless THUM Adapter, refer to the documentation available at
www.emerson.com.
10 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
THUM™ Adapter. Use of AMS or the Smart Wireless THUM Adapter is not discussed in this
Configuration and Use Manual Quick start
MMI-20025166 October 2021
2 Quick start
2.1
The transmitter must be powered up for all configuration and commissioning tasks, or for process
measurement.
Procedure
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.
Power up the transmitter
1. Follow appropriate procedures to ensure that a new device in the control system does not interfere
with existing measurement and control loops.
2. Verify that the cables are connected to the transmitter as described in the installation manual.
3. 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.
Turn on the electrical power at the power supply.
4.
The transmitter will automatically perform diagnostic routines. During this period, the Transmitter
Initializing alert is active. The diagnostic routines should complete in approximately 30 seconds.
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.
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Table 2-1: Status LED and device status (continued)
Status LED condition Device status
Solid red One or more alerts are active with Alert Severity = Failure.
Flashing yellow (1 Hz) The Function Check in Progress alert is active.
Table 2-2: Wi-Fi status LED and device status
Wi-Fi status LED condition Device status
Solid blue light Wi-Fi is active and not connected to a device.
Blinking blue light Wi-Fi is active and connected to a device.
No light Wi-Fi is not active.
2.3 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.
2.4
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.
Communications tool Connection type to use Instructions
ProLink III HART
Make a startup connection to the transmitter
Using ProLink III with the transmitter
Wi-Fi
Configure Wi-Fi
Field communicator HART Using a field communicator with the
transmitter
12 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
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2.5 Set the transmitter clock
Display Menu → Configuration → Time/Date/Tag
ProLink III Device Tools → Configuration → Transmitter Clock
Field communicator Configure → Manual Setup → Clock
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
Select the time zone that you want to use.
1.
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.
2.6
Display Menu → Configuration → Time/Date/Tag
ProLink III Device Tools → Configuration → Communications → Communications (HART)
Field Communicator Configure → Manual Setup → HART → Communications
The transmitter can have both a HART address and a Modbus address. These addresses are used by service
tools and hosts to communicate with the transmitter. The transmitter can also have a tag. The tag identifies
the transmitter and can also be used for HART communications.
Procedure
• If you plan to make HART connections to the transmitter, set the HART address.
Set the transmitter addresses and tags
— Default: 0
— Range: 0–15
Tip
Leave HART Address at the default (0) unless you are in a multidrop environment.
• If you plan to make Modbus connections to the transmitter, set the Modbus address.
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October 2021 MMI-20025166
— Default: 1
— Range: 1–15, 23–47, 64–79, 96–110
Tip
— If you need an address that is out of range, you can disable Modbus ASCII Support. When Modbus
ASCII Support is disabled, the Modbus address can be set to 1–127, excluding 111. 111 is reserved for
the service port address. However, you will not be allowed to use Modbus ASCII (7-bit) for connections
to the transmitter. You must use Modbus RTU (8-bit) instead.
— The other Modbus parameters can be left at the default values unless you have trouble making the
connection.
• Set the transmitter tag and/or the long tag.
The transmitter will respond to connection requests that use either the transmitter tag or the long tag.
The long tag is supported only by HART 7. The transmitter accepts both HART 5 and HART 7 connection
requests.
2.7
Display Menu → About → Licenses → Licensed Features
ProLink III Device Tools → Device Information → Licensed Features
Field communicator Overview → Device Information → Licenses
The transmitter license controls the features that are enabled on the transmitter, including both software
applications and I/O channels. 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.
2.8
Display Menu → Configuration → Device Information
ProLink III Device Tools → Configuration → Informational Parameters
Field communicator Configure → Manual Setup → Device
View the licensed features
Set informational parameters
14 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
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MMI-20025166 October 2021
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, Emerson 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 Menu → Configuration → Sensor Parameters
ProLink III Device Tools → Calibration Data
Field communicator Configure → Manual Setup → Characterization
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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.
Set the density characterization parameters: D1, D2, TC, K1, K2, and FD. (TC is sometimes shown as
3.
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 Parameters
Flow FTG, FFQ
Density DTG, DFQ1, DFQ2
16 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
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2.9.1 Sample sensor tags
Figure 2-1: Tag on newer curved-tube sensors (all sensors except 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.
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 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
• For D2, enter the Dens B or D2 value from the calibration certificate. This value is the line-condition density
Density calibration parameters (D1, D2, K1, K2, FD, DT, TC)
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.
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.
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October 2021 MMI-20025166
Figure 2-2: 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.
2.10
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.
Menu → Operations → Process Variable Values
• 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.
Verify mass flow measurement
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
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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.
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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Quick start Configuration and Use Manual
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Configuration and Use Manual Introduction to configuration and commissioning
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3 Introduction to configuration and commissioning
3.1
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
• When enabled, the software setting Write Protection prevents any configuration changes. The setting
• If the Universal Service Port (USP) is disabled, the port cannot be used by any service tool to communicate
• When used, the HART Lock prevents any changes by any other HART master.
• When enabled, Security prevents any configuration changes being made from the display unless the
Security and write protection
to the transmitter from any local or remote configuration tool. A transmitter without a display does not
have a lock switch.
can only be enabled if the transmitter does not have a display.
with or make changes to the transmitter.
appropriate password is entered.
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 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. 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.
Remove the transmitter housing cover.
2.
Figure 3-2: Removing the transmitter housing cover
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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
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 Set the HART lock
If you plan to use a HART connection to configure the device, you can lock out all other HART masters. If you
do this, other HART masters will be able to read data from the device but will not be able to write data to the
device.
Restriction
• This feature is available only when you are using a field communicator or AMS.
• This feature is available only with a HART 7 host.
Procedure
Choose Configure → Manual Setup → Security → Lock/Unlock Device.
1.
2. If you are locking the meter, set Lock Option as desired.
Option Description
Permanent Only the current HART master can make changes to the device. The device will remain
locked until manually unlocked by a HART master. The HART master can also change
Lock Option to Temporary.
Temporary Only the current HART master can make changes to the device. The device will remain
locked until manually unlocked by a HART master, or a power-cycle or device reset is
performed. The HART master can also change Lock Option to Permanent.
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Option Description
Lock All No HART masters are allowed to make changes to the configuration. Before changing
Lock Option to Permanent or Temporary, the device must be unlocked. Any HART
master can be used to unlock the device.
Postrequisites
To avoid future confusion or difficulties, ensure that the device is unlocked after you have completed your
tasks.
3.1.5
Display Use the mechanical switch on the display.
ProLink III Device Tools → Configuration → Write-Protection
Field communicator Configure → Manual Setup → Security → Lock/Unlock Device
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.
Enable or disable software write-protection
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.
3.1.6
Display Menu → Configuration → Security → Display Security
ProLink III Device Tools → Configuration → Transmitter Display → Display Security
Field communicator Configure → Manual Setup → Display → Display Menus
24 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
Configure security for the display
Configuration and Use Manual Introduction to configuration and commissioning
MMI-20025166 October 2021
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.
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
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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.
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.
3.2 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 working memory or to the transmitter 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
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.
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.
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Procedure
• To save the current configuration to the transmitter 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 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)
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 SD card to the USB drive:
a)
b)
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.
Choose Menu → USB Options → Transmitter --> USB Drive → Save Active Config to USB Drive.
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.
Choose Menu → USB Options → Transmitter --> USB Drive → Transfer Config File to USB Drive.
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 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 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 Load a configuration file using the display
Prerequisites
You must have a backup file or a replication file available for use.
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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 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 SD card but not to working memory. You can load it
from the SD card to working memory at a later time.
3.2.4 Load a configuration file using ProLink III
You can load a configuration file to the transmitter 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 SD card:
a)
Choose Device Tools → Configuration Transfer → Load Configuration.
b) Select On my 5700 Device Internal Memory and select Next.
c) Select Restore.
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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.
The parameters are written to working memory, and the new settings become effectively immediately.
3.2.5 Restore the factory configuration
Display Menu → Configuration → Save/Restore Configuration → Restore Config from Memory
ProLink III Device Tools → Configuration Transfer → Restore Factory Configuration
Field communicator Service Tools → Maintenance → Reset/Restore → Restore Factory Configuration
A file containing the factory configuration is always saved in the transmitter 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.
30 Micro Motion 5700 Transmitters with Configurable Inputs and Outputs
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