Remote Automation Solutions Manual: ROC Polling Services User Manual Manuals & Guides

Form Number A6192

Part Number D301229X012
July 2007

ROC Polling Services User Manual

Remote Automation Solutions

ROC Polling Services User Manual

Revision Tracking Sheet

July 2007

This manual may be revised periodically to incorporate new or updated information. The
revision date of each page appears at the bottom of the page opposite the page number. A change
in revision date to any page also changes the date of the manual that appears on the front cover.
Listed below is the revision date of each page (if applicable):

Page Revision

All pages July-07
Initial issue Oct-05

NOTICE

Remote Automation Solutions (“RAS”), division of Emerson Process Management shall not be liable for technical or editorial errors
in this manual or omissions from this manual. RAS MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING THE
IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THIS
MANUAL AND, IN NO EVENT SHALL RAS BE LIABLE FOR ANY INCIDENTAL, PUNITIVE, SPECIAL OR CONSEQUENTIAL
DAMAGES INCLUDING, BUT NOT LIMITED TO, LOSS OF PRODUCTION, LOSS OF PROFITS, LOSS OF REVENUE OR USE
AND COSTS INCURRED INCLUDING WITHOUT LIMITATION FOR CAPITAL, FUEL AND POWER, AND CLAIMS OF THIRD
PARTIES.

Bristol, Inc., Bristol Babcock Ltd, Bristol Canada, BBI SA de CV and the Flow Computer Division are wholly owned subsidiaries of
Emerson Electric Co. doing business as Remote Automation Solutions (“RAS”), a division of Emerson Process Management.
FloBoss, ROCLINK, Bristol, Bristol Babcock, ControlWave, TeleFlow and Helicoid are trademarks of RAS. AMS, PlantWeb and the
PlantWeb logo are marks of Emerson Electric Co. The Emerson logo is a trademark and service mark of the Emerson Electric Co.
All other trademarks are property of their respective owners.

The contents of this publication are presented for informational purposes only. While every effort has been made to ensure
informational accuracy, they are not to be construed as warranties or guarantees, express or implied, regarding the products or
services described herein or their use or applicability. RAS reserves the right to modify or improve the designs or specifications of
such products at any time without notice. All sales are governed by RAS’ terms and conditions which are available upon request.

RAS does not assume responsibility for the selection, use or maintenance of any product. Responsibility for proper selection, use
and maintenance of any RAS product remains solely with the purchaser and end-user.

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Contents

Chapter 1 – Introduction 1

1.1 Overview ............................................................................................................... 1

1.2 Organization.......................................................................................................... 1

1.3 Product Description............................................................................................... 2

1.3.1 A Hierarchy of ROCs, ROC Field Servers, Groups, and Services ...........2

1.3.2 The Graphical Interface............................................................................4

Chapter 2 – Installing the Software 7

2.1 System Requirements........................................................................................... 7

2.2 Installing the Software........................................................................................... 7

2.3 Verifying the Installation...................................................................................... 14

Chapter 3 – Configuring the System 17

3.1 Organize the Hierarchical Structure ....................................................................17

3.1.1 ROC Field Servers ................................................................................. 17

3.2 Configure a Group............................................................................................... 17

3.2.1 Adding a Group ......................................................................................17

3.3 Configure a ROC................................................................................................. 18

3.3.1 Adding a ROC ........................................................................................18

3.3.2 Modifying a ROC's Communication Configuration .................................21

3.4 Configure a ROC Field Server ............................................................................ 24

3.4.1 Adding a Field Server.............................................................................24

3.4.2 Modifying a ROC Field Server Configuration ......................................... 26

3.4.3 Deleting a Field Server...........................................................................27

Chapter 4 – Managing the Connections 31

4.1 Start or Stop the Service .....................................................................................31

4.2 Disconnect or Connect a ROC............................................................................ 33

4.3 Define the Polling Interval ...................................................................................35

4.4 Refresh a ROC.................................................................................................... 36

4.5 Connection Backup............................................................................................. 37

4.5.1 Export Connection..................................................................................37

4.5.2 Import Connection.................................................................................. 37

Chapter 5 – ROC Diagnostics 41

5.1 Collected Data..................................................................................................... 41

5.2 Ping Utility ...........................................................................................................44

5.3 Communication Viewer ....................................................................................... 45

5.4 Event Log ............................................................................................................ 46

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Appendix A – ROC Field Server Installation Guide 49

A.1 Installing the License Key.................................................................................... 49

A.1.1 Verifying the License Key Installation..................................................... 48

A.2 Downloading the Program................................................................................... 50

A.3 Configuring the Program...................................................................................... 55

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Chapter 1 – Introduction

This chapter presents the structure of this manual and provides an
overview of the Remote Operations Controller (ROC) Polling
Services software.

1.1 Overview

This manual describes how to use the ROC Polling Services
software to configure and monitor a network of ROC devices.

The software runs on a personal computer (PC) that uses the
Windows® operating system and presumes that you are familiar
with how to use Windows and a personal computer. Refer to
Section 2.1, System Requirements for specific software and
hardware requirements.

Note: In this manual, the term “ROC Polling Service” or “the
software” refers to the ROC Polling Services software.

ROC Polling Services User Manual

1.2 Organization

The organization of this manual reflects how you use the software
and complements the on-line help system provided with the ROC
Polling Services software. The manual includes:

Chapter 1
Introduction

Chapter 2
Installing the
Software

Chapter 3
Configuring the
System

Chapter 4
Managing the
Connections

Chapter 5
ROC Diagnostics

Appendix A
ROC Field Server
Installation Guide

Describes the structure of this guide and the
general purpose of the ROC Polling Services
software.

Describes the process and requirements for
installing the ROC Polling Services software.

Describes the system’s hierarchical structure
and how to configure and maintain the major
system components (groups, ROCs, and ROC
Field Servers).

Describes how to manage the connections
between the ROC field units, the ROC Field
Servers (if present), and the ROC Polling
Service Manager.

Describes the tools included in ROC Polling
Services software that provide connection
information and log events.

Describes how to create a ROC Field Server.

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1.3 Product Description

Emerson's Flow Computer Division ROC Polling Services
software helps you configure and manage the structure as well as
monitor the status of your ROCs as part of the PlantWeb™ Smart
Remote Automation system architecture. Based on your unique
field configurations, you use the software to define a high-level
server (the “ROC Polling Server”) and organizational groups. To
this structure (or “AMS Suite: Intelligent Device Manager
hierarchy”) you add ROCs (individual devices) or ROC Field
Servers (that act as data communication devices).

Once fully configured to your environment, the ROC Polling
Service packages AMS messages for transmission through the
communications network to a ROC800-Series Remote Operations
Controller, where the package is disassembled for communication
to a Highway Addressable Remote Transducer (HART®) or Smart
Wireless instrument connected to the ROC in the field.

The ROC Polling Service Manager (which you configure and
maintain using the software) combines two system components:

 A physical hierarchy of ROCs grouped together geographically

or operationally.

 A software-based graphical user interface (GUI) to help you

visualize, configure, monitor, and manage the physical
hierarchy.

1.3.1 A Hierarchy of ROCs, ROC Field Servers, Groups, and Services

Organizationally, a ROC (what the software generically calls a
“device”) is the physical heart of the system. Based on your
communications network, you add and configure ROCs that are
connected by Ethernet in your organization. Additionally, through
the use of ROC Field Servers, you can add and configure ROCs
that are connected through standard serial communications
methods (such as satellite or radio). You can organize one or more
ROCs into logical groups, based either on geography (such as all
ROCs in the western portion of the state) or function. The structure
of your ROCs and ROC Field Servers communications network is
your hierarchy. At the top of the hierarchy is the ROC Polling
Service, which coordinates the information and provides a data
conduit to the AMS Device Manager software.

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Groups

ROC Polling
Server

ROCs

ROC Polling Services User Manual

A hierarchy of groups, ROCs,
and ROC Field Servers

ROC Field Servers

Figure 1-1, A Hierarchy of Groups, ROCs, and ROC Field Servers

The maximum number of physical ROCs within your system
hierarchy is based on a license. We currently offer the ROC
Polling Service in two licensed configurations, limited (which can
manage up to 25 ROCS, not including ROC Field Servers) and
unlimited (which has no limit on the number of ROCs). Consult
with your sales representative to see which license configuration is
most applicable to your environment.

Note: Changing the computer name, on which the ROC Polling
Services software is installed, reverts the software to the Limited
license. If the Unlimited license was purchased, you can resolve
the issue one of two ways:

 Change the computer name back to what it was when the

software was originally installed.

 Reinstall the ROC Polling Services software.

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1.3.2 The Graphical Interface

The graphical user interface (GUI) enables you to quickly visualize
the hierarchical structure of all components your ROC Polling
Service Manager controls.

Communications frame

Configuration tree

Figure 1-2. ROC Polling Service Manager (expanded)

Note: You can customize which fields display and in what order
they appear in the communications frame by selecting Options
from the Tools menu.

While incorporating many Windows-standard usage conventions,
the GUI adds features to help you effectively manage remote
operations controllers. The left-hand side of the screen (the
configuration tree) presents the relational structure or hierarchy of
your groups, Field Servers, and ROCs. The right-hand side of the
screen (the communications frame) uses a color flag to indicate
each ROC’s operational status and provides other ROC-specific
information. You can view the entire hierarchy or you can collapse
the hierarchy and focus on specific sub-groups.

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Figure 1-3. ROC Polling Service Manager (collapsed)

Refer to Chapter 3, Configuring the System for detailed
information on using the features of this screen to effectively
manage your groups, ROCs, ROC Field Servers, and the ROC
Polling Service Manager.

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Chapter 2 – Installing the Software

This section describes the process for installing the ROC Polling
Services software on your personal computer (PC).

2.1 System Requirements

The ROC Polling Services software runs on an IBM-compatible
PC. The PC can be either a desktop or a portable computer, but
must meet the following minimum requirements:

 Pentium-class processor (500 MHz or greater recommended).
 CD-ROM drive.
 Windows 2000 (with Service Pack 2), or XP.
 SVGA color monitor, 800 by 600 pixels.
 Ethernet.
 100 MB of available hard disk space.

ROC Polling Services User Manual

Note: If you are installing the AMS Device Manager on this PC,
you also need to upgrade the ROC Network (HSI) for the AMS
Device Manager. The upgrade is required to support the new
features in this version of the ROC Polling Services software and
requires separate installation.

2.2 Installing the Software

The ROC Polling Services software is delivered on CD. An
installation wizard guides you through the install process.

To install the software on your PC:

1. Place the installation CD in your PC’s CD tray. The installation

program should start automatically, and display the first
InstallShield Wizard screen (Figure 2-1).

Note: If the software does not automatically start, use Explorer
to locate and then click the SETUP.EXE file on the CD’s root
folder.

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Figure 2-1. Microsoft SQL Server 2005 Express

Note: Microsoft SQL Server and Microsoft .NET Framework

2.0 are required components for this application. The install
program analyzes your system to determine what is currently
installed. If either component is missing, the program prompts
you to install the appropriate component.

The following screen sequence assumes both Microsoft SQL
Server and Microsoft .NET Framework 2.0 have not been
installed. Once you click Yes to the prompt, the installation
proceeds. If you already have NET 2.0, proceed to step 6.

2. A message displays asking if you would like to install

Microsoft (R) .NET 2.0 Framework. Click Yes to continue.

Figure 2-2. .NET 2.0 InstallShield message

3.

The .NET Framework 2.0 Setup screen displays. Click Next.

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Figure 2-3. Microsoft .NET Framework 2.0 Setup

4.

The End-User License Agreement screen displays. If you
agree, place a check mark next to I accept the terms… and
click Install.

Note: If you do not accept the license agreement terms, the
installation ends.

Figure 2-4. End-User License Agreement

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5. A status monitoring screen displays as the software

components install, followed by the Setup Complete screen.
Click Finish to complete the installation of .NET Framework

2.0.

Figure 2-5. Setup Complete

6.

The Microsoft SQL InstallShield Wizard displays (see Figure
2-1). Click OK. The wizard installs and configures the

Microsoft SQL Desktop Engine. When completed, it displays
the InstallShield Wizard screen for the ROC Polling Services.

Figure 2-6. ROC Polling Service InstallShield

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7. Click Next. The License Agreement screen displays.

Figure 2-7. Software License

8.

Review the license agreement (use the scroll bar at the right
edge of the screen to scroll through the text). If you agree,
select the I accept the terms… radio button and click Next.
The Customer Information screen displays.

Note: If you do not accept the license agreement terms, the
installation ends.

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Figure 2-8. Customer Information

9.

Complete the User Name and Organization fields and radio
button as appropriate for your organization and click Next. The
ready to Install the Program screen displays.

Figure 2-9. Ready to Install

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10. Click Install to begin the installation process. A status

monitoring screen displays as the software components install,
followed by the InstallShield Wizard Completed screen.

Figure 2-10. Installation Status Monitoring

11.

Once the installation process finishes, the InstallShield Wizard
Completed screen displays.

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Figure 2-11. InstallShield Wizard Completed

12.

Click Finish to complete the installation of the ROC Polling
Service software. An icon for the ROC Polling Manager is
placed on your desktop.

2.3 Verifying the Installation

Before you begin the process of configuring the ROC Polling
Service software (discussed in Chapter 3), make sure the software
starts correctly.

1. Double-click the ROC Polling Manager icon on your desktop

or click Start > Programs > Emerson Process Management
> Flow Computer Division > ROC Polling Services > ROC
Polling Manager. The ROC Polling Service Manager screen
displays.

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PC on which the ROC
Polling Services software
runs

Figure 2-12. ROC Polling Service Manager

2.

This is the “baseline” ROC Polling Service Manager structure
that is delivered with your software. It identifies the computer
or physical machine (in this case, USMTNEO-SJMCCA) on
which the ROC Polling Service software runs.

3. Your next step is to begin defining the hierarchical structure of

ROCs and groups. Go to Chapter 3, Configuring the System.

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