Remote Automation Solutions ROCLINK 800 Configuration Software User Manual (for ROC800-Series) Manuals & Guides

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August 2020

ROCLINK™ 800 Configuration Software User Manual (for ROC800-Series)

Remote Automation Solutions

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

System Training

A well-trained workforce is critical to the success of your operation. Knowing how to correctly install, configure, program, calibrate, and trouble-shoot your Emerson equipment provides your engineers and technicians with the skills and confidence to optimize your investment. Remote Automation Solutions offers a variety of ways for your personnel to acquire essential system expertise. Our fulltime professional instructors can conduct classroom training at several of our corporate offices, at your site, or even at your regional Emerson office. You can also receive the same quality training via our live, interactive Emerson Virtual Classroom and save on travel costs. For our complete schedule and further information, contact the Remote Automation Solutions Training Department at 800-3388158 or email us at education@emerson.com

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Chapter 1 – Introduction 1-1

1.1 ROCLINK 800 Software Basics ..................................................................................................... 1-1

1.2 Computer Requirements ................................................................................................................ 1-2

1.3 Contacting Technical Support ........................................................................................................ 1-2

1.4 Software Installation ....................................................................................................................... 1-2

1.4.1 Installing ROCLINK 800 under Microsoft Windo ws 1 0, Windows 8 or

Windows 7 ........................................................................................................................ 1-3

1.4.2 Un-installing ROCLINK 800 ........................................................................................... 1-26

1.5 Starting ROCLINK 800 Software .................................................................................................. 1-26

1.5.1 Logging On..................................................................................................................... 1-26

1.6 User Interface Basics ................................................................................................................... 1-28

1.6.1 Device Dynamic Interface .............................................................................................. 1-29

1.6.2 Standard Buttons ........................................................................................................... 1-30

1.6.3 Toolbar Buttons .............................................................................................................. 1-31

1.6.4 Configuration Tree Menu ............................................................................................... 1-33

1.6.5 Keystrokes ..................................................................................................................... 1-33

1.6.6 Help System ................................................................................................................... 1-34

1.6.7 Basic Navigation ............................................................................................................ 1-35

1.6.8 Text Boxes ..................................................................................................................... 1-37

Chapter 2 – Device Directory and Device Root 2-1

2.1 Device Directory ............................................................................................................................. 2-1

2.1.1 Communication Parameters Setup Screen ..................................................................... 2-2

2.2 Device Root .................................................................................................................................... 2-4

2.2.1 Backing Up Configurations .............................................................................................. 2-4

2.2.2 Adding a Group ................................................................................................................ 2-5

2.2.3 Deleting a Group .............................................................................................................. 2-5

2.2.4 Adding a Device ............................................................................................................... 2-5

2.2.5 Deleting a Device ............................................................................................................. 2-6

2.2.6 Deleting All Devices ......................................................................................................... 2-6

2.2.7 Renaming a Group or Device .......................................................................................... 2-7

Chapter 3 – Communications and Security 3-1

3.1 Communications............................................................................................................................. 3-1

3.2 ROCLINK 800 Communications .................................................................................................... 3-2

3.2.1 ROCLINK 800 Communications General Tab ................................................................. 3-2

3.2.2 ROCLINK 800 Communications Advanced tab ............................................................... 3-5

3.3 Communication Ports ..................................................................................................................... 3-7

3.4 Configuring Communications Ports................................................................................................ 3-7

3.4.1 Configuring TCP/IP Communications on the Ethernet Port ............................................. 3-8

3.4.2 Comm Ports General Tab .............................................................................................. 3-10

3.4.3 Comm Ports Modem Tab ............................................................................................... 3-12

3.4.4 Comm Ports SRBX Tab ................................................................................................. 3-14

3.4.5 Comm Ports Store & Forward Tab................................................................................. 3-16

3.4.6 Comm Ports Diagnostics Tab ........................................................................................ 3-17

3.5 Connecting to a ROC ................................................................................................................... 3-18

3.5.1 Direct Connect ............................................................................................................... 3-19

3.5.2 Local Port (LOI) .............................................................................................................. 3-20

3.5.3 Connect to a ROC .......................................................................................................... 3-20

3.5.4 Successful Login ............................................................................................................ 3-20

3.5.5 Disconnecting from a ROC ............................................................................................ 3-21

3.6 Troubleshooting Connection Errors ............................................................................................. 3-21

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3.6.1 Troubleshooting ROCLINK 800 Communications ..........................................................3-22

3.6.2 Troubleshooting TCP/IP Connections ............................................................................3-22

3.7 Security .........................................................................................................................................3-23

3.7.1 ROCLINK 800 Security ...................................................................................................3-23

3.7.2 Device Security ...............................................................................................................3-27

Chapter 4 – The File Menu 4-1

4.1 New Configuration ........................................................................................................................... 4-2

4.1.1 Configuration Checklist ..................................................................................................... 4-2

4.1.2 Duplicating a Configuration ............................................................................................... 4-2

4.1.3 Creating a New Configuration File .................................................................................... 4-3

4.2 Opening a Configuration File .......................................................................................................... 4-5

4.2.1 Configuration Tree Menu .................................................................................................. 4-6

4.2.2 Modifying an Existing Configuration File ........................................................................... 4-7

4.2.3 Adding Modules to an Existing Configurati on F i le (R OC800-Series) ............................... 4-8

4.3 Downloading a Configuration ........................................................................................................4-10

4.4 Saving a ROC User File ................................................................................................................4-12

4.5 Saving a Configuration ..................................................................................................................4-12

4.6 Printing a Configuration .................................................................................................................4-12

4.7 Print ...............................................................................................................................................4-14

4.8 Print Setup ....................................................................................................................................4-14

4.9 Recent Files ..................................................................................................................................4-15

4.10 Close .............................................................................................................................................4-15

4.11 Exit ................................................................................................................................................4-15

Chapter 5 – The View Menu 5-1

5.1 Directory .......................................................................................................................................... 5-2

5.2 EFM Reports ................................................................................................................................... 5-2

5.2.1 Creating the EFM File ....................................................................................................... 5-2

5.2.2 Viewing EFM Reports ....................................................................................................... 5-2

5.3 Calibration Reports ......................................................................................................................... 5-7

5.3.1 Viewing a Calibration Report ............................................................................................ 5-7

5.4 History Logs .................................................................................................................................... 5-8

5.4.1 Viewing Logs from a Device ...........................................................................................5-10

5.4.2 Viewing History Logs from a File ....................................................................................5-11

5.4.3 Plotting History ................................................................................................................5-12

5.4.4 Managing Plotted History ................................................................................................5-13

5.5 Alarm and Events Logs .................................................................................................................5-14

5.5.1 Viewing Alarm Logs ........................................................................................................5-14

5.5.2 Viewing Event Logs ........................................................................................................5-15

5.6 Display Editor ................................................................................................................................5-15

5.7 Display Administrator ....................................................................................................................5-16

5.7.1 Viewing a Custom Display ..............................................................................................5-16

5.7.2 Downloading a Custom Display ......................................................................................5-16

5.7.3 Deleting a Custom Display .............................................................................................5-17

5.8 I/O Monitor ....................................................................................................................................5-18

5.9 Toolbar ..........................................................................................................................................5-20

5.10 Refresh User Program Tree ..........................................................................................................5-20

Chapter 6 – The ROC Menu 6-1

6.1 Direct Connect ................................................................................................................................ 6-1

6.2 Connect/Disconnect ........................................................................................................................ 6-2

6.3 Collect ROC Data ............................................................................................................................ 6-2

6.3.1 Collecting EFM Report Data ............................................................................................. 6-5

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6.4 Clock .............................................................................................................................................. 6-7

6.4.1 Daylight Savings Time Tab .............................................................................................. 6-8

6.5 ROC Security ................................................................................................................................. 6-9

6.6 ROC Comm Ports .......................................................................................................................... 6-9

6.7 Configuring Device Information ...................................................................................................... 6-9

6.7.1 General Tab ..................................................................................................................... 6-9

6.7.2 Internet Tab .................................................................................................................... 6-12

6.7.3 Points Tab ...................................................................................................................... 6-14

6.7.4 Other Information Tab .................................................................................................... 6-16

6.7.5 System Configuration Tab ............................................................................................. 6-17

6.7.6 Keypad Display Tab ....................................................................................................... 6-18

6.7.7 Expanded I/O Tab (ROC827) ........................................................................................ 6-19

6.7.8 Module Information Tab ................................................................................................. 6-20

6.7.9 MPU Loading Tab .......................................................................................................... 6-22

6.8 Flags ............................................................................................................................................. 6-24

6.8.1 Flags Tab ....................................................................................................................... 6-24

6.8.2 Returning the Device to Factory Default Settings .......................................................... 6-26

6.8.3 Flags Advanced Tab ...................................................................................................... 6-26

Chapter 7 – The Configure Menu 7-1

7.1 Configuring I/O ............................................................................................................................... 7-2

7.1.1 Analog Input (AI) Configuration........................................................................................ 7-2

7.1.2 Analog Output (AO) Configuration ................................................................................. 7-17

7.1.3 Discrete Input (DI) Configuration ................................................................................... 7-21

7.1.4 Discrete Output (DO) Configuration ............................................................................... 7-26

7.1.5 Discrete Output Relay (DOR) Configuration .................................................................. 7-35

7.1.6 Pulse Input (PI) Configuration ........................................................................................ 7-35

7.1.7 Thermocouple (TC) Input Configuration ........................................................................ 7-42

7.1.8 Resistance Temperature Detector (RTD) Input Configuration ...................................... 7-48

7.1.9 System Analog Input (AI) Configuration ........................................................................ 7-62

7.1.10 Soft Points ...................................................................................................................... 7-67

7.1.11 Multi-Variable Sensor (MVS) Configuration ................................................................... 7-68

7.1.12 HART Input Configuration .............................................................................................. 7-87

7.1.13 Advanced Pulse Module (APM) Configuration ............................................................ 7-101

7.1.14 Alternating Current I/O (ACIO) Configuration .............................................................. 7-120

7.1.15 Virtual Discrete Output (VDO) Configuration ............................................................... 7-132

7.1.16 IEC62591 Module ........................................................................................................ 7-140

7.2 Control Menu .............................................................................................................................. 7-151

7.2.1 FST Registers .............................................................................................................. 7-152

7.2.2 Proportional, Integral, and Derivative (PID) ................................................................. 7-155

7.2.3 Radio Power Control .................................................................................................... 7-166

7.2.4 Sampler/Odorizer ......................................................................................................... 7-169

7.2.5 DS800 Development Suite Software ........................................................................... 7-171

7.3 History Segment Configuration .................................................................................................. 7-173

7.4 History Point Configuration ........................................................................................................ 7-177

7.4.1 History .......................................................................................................................... 7-180

7.4.2 History Wizard .............................................................................................................. 7-184

7.4.3 Undefining a Gas History Point .................................................................................... 7-186

7.5 Opcode Table ............................................................................................................................. 7-186

7.6 Modbus Communications ........................................................................................................... 7-187

7.6.1 Modbus Configuration .................................................................................................. 7-188

7.6.2 Modbus Conversion Codes .......................................................................................... 7-211

7.6.3 Modbus Events and Alarms ......................................................................................... 7-218

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Chapter 8 – The Meter Menu 8-1

8.1 Setup ............................................................................................................................................... 8-1

8.1.1 Station Configuration ........................................................................................................ 8-2

8.1.2 Meter Setup Configuration ..............................................................................................8-13

8.2 Meter Calibration Basics ...............................................................................................................8-26

8.2.1 Verifying an Input ............................................................................................................8-28

8.2.2 Calibrating an Input Example ..........................................................................................8-32

8.2.3 Zero Shift/Offset/RTD Bias .............................................................................................8-40

8.3 Meter Values .................................................................................................................................8-45

8.3.1 Meter Values: Values Tab ..............................................................................................8-45

8.3.2 Meter Values: Factors Tab .............................................................................................8-46

8.4 Plate Change ................................................................................................................................8-47

Chapter 9 – The Utilities Menu 9-1

9.1 Update Firmware ............................................................................................................................. 9-2

9.1.1 CPU Firmware Tab ........................................................................................................... 9-2

9.1.2 Additional Update Firmware Tabs .................................................................................... 9-5

9.2 License Key Administrator .............................................................................................................. 9-6

9.2.1 Managing Licenses ........................................................................................................... 9-7

9.3 Converting EFM Report Files .......................................................................................................... 9-9

9.3.1 Flow-Cal (.CFX) Conversions and PGAS Definitions .....................................................9-12

9.3.2 PGAS Conversions .........................................................................................................9-12

9.4 User Program Administrator..........................................................................................................9-21

9.4.1 Downloading a User Program .........................................................................................9-23

9.4.2 MPU Loading Threshold .................................................................................................9-23

9.5 ROCLINK 800 Security .................................................................................................................9-24

9.5.1 Defining Access ..............................................................................................................9-25

9.6 RTD Input Calibration Values .......................................................................................................9-29

9.7 Analog Input (AI) Calibration Values .............................................................................................9-30

9.8 MVS Input Calibration Values .......................................................................................................9-32

9.9 FST Editor .....................................................................................................................................9-33

9.10 Keypad Display Editor ...................................................................................................................9-33

9.10.1 Creating a Keypad Display File ......................................................................................9-34

9.10.2 Editing a Keypad Display File .........................................................................................9-36

9.11 Custom Display Editor ...................................................................................................................9-40

9.12 Custom EFM Report Editor ...........................................................................................................9-41

9.12.1 Viewing Custom EFM Reports ........................................................................................9-42

9.13 Read File from Device ...................................................................................................................9-45

9.14 Communications Monitor ..............................................................................................................9-46

Chapter 10 – The Tools Menu 10-1

10.1 Options ..........................................................................................................................................10-1

Chapter 11 – The Windows Menu 11-1

11.1 Cascade ........................................................................................................................................11-1

11.2 Tile .................................................................................................................................................11-2

11.3 Active View ....................................................................................................................................11-3

Chapter 12 – The Help Menu 12-1

12.1 Help Topics ...................................................................................................................................12-1

12.2 About ROCLINK 800 .....................................................................................................................12-2

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Appendix A – Glossary A-1

Appendix B – The Display Editor B-1

B.1 Creating a New Custom Display .................................................................................................... B-2

B.2 Adding Custom Display Objects ..................................................................................................... B-5

B.3 Managing Custom Display Objects .............................................................................................. B-19

B.4 Adding an Expression to an Object .............................................................................................. B-22

B.5 Editing a Custom Display from a File ........................................................................................... B-24

Index I-1

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Chapter 1 – Introduction

In This Chapter

1.1 ROCLINK 800 Software Basics ............................................................... 1-1

1.2 Computer Requirements ......................................................................... 1-2

1.3 Contacting Technical Support ................................................................. 1-2

1.4 Software Installation ................................................................................ 1-2

1.4.1 Installing ROCLINK 800 under Microsoft Windows 10,

Windows 8 or Windows 7 ............................................................. 1-3

1.4.2 Un-installing ROCLINK 800 ....................................................... 1-26

1.5 Starting ROCLINK 800 Software ........................................................... 1-26

1.5.1 Logging On ................................................................................. 1-26

1.6 User Interface Basics ............................................................................ 1-28

1.6.1 Device Dynamic Interface .......................................................... 1-29

1.6.2 Standard Buttons ....................................................................... 1-30

1.6.3 Toolbar Buttons .......................................................................... 1-31

1.6.4 Configuration Tree Menu ........................................................... 1-33

1.6.5 Keystrokes ................................................................................. 1-33

1.6.6 Help System ............................................................................... 1-34

1.6.7 Basic Navigation ........................................................................ 1-35

1.6.8 Text Boxes ................................................................................. 1-37

This chapter describes the ROCLINK™ 800 Configuration software (ROCLINK 800) you use to configure and monitor the ROC800-Series Remote Operations Controllers (ROCs) and the dynamic user interface.

1.1 ROCLINK 800 Software Basics

ROCLINK 800 Configuration software enables you to monitor, configure, and calibrate Remote Operations Controllers (ROCs). Remote Automation Solutions provides the software and user documentation on a DVD-ROM.

ROCLINK 800 is designed for ease of use. Drop-down menus simplify accessing the functions provided by the software. Dialog boxes and drop-

down list boxes (▼) help to direct selections and data entry. You can

perform actions with the keyboard or a pointing device, such as a mouse. Refer to User Interface Basics (located in this chapter) for a description of the user interface.

You access help screens either from the Help menu or in a contextsensitive fashion pressing the F1 key when your cursor is in a field. This feature makes it easy to access on-line information for any ROCLINK 800 topic.

You can build custom displays for the ROC that combine both graphic and dynamic data elements, and then use these displays to monitor the operation of the ROC either locally or remotely.

The software also provides multiple levels of security for controlling access to ROCLINK 800 functions, as well as the ROC database.

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1.2 Computer Requirements

ROCLINK 800 runs on most IBM-compatible personal computers (PCs). The PC can be a desktop or a portable computer, but must meet the following minimum requirements:

 Pentium-class processor (233 MHz or greater recommended).  DVD-ROM drive.  Windows 7 (32-bit and 64-bit).  Windows 8 (32-bit and 64-bit).  Windows 10 (32-bit and 64-bit).  Windows Server 2012  64 MB of RAM (random access memory).  SVGA color monitor, 800 by 600 pixels, small fonts.  105 MB of available hard disk space depending on operating system

and revision level.

 EIA-232 (RS-232) serial connection or USB-to-serial adaptor, a

TCP/IP connection, or a dial-up modem connection.

1.3 Contacting Technical Support

For technical support, please contact your local sales representative. You may also contact Remote Automation Solutions directly.

Emerson Automation Solutions

Remote Automation Solutions Marshalltown, IA 50158 USA Houston, TX 77065 USA Pickering, North Yorkshire UK Y018 7JA

Website: http://www.emersonprocess.com/remote/ Technical Support Website:

http://www2.emersonprocess.com/enUS/brands/remote/systems_and_software/supportnet/support_contacts/ Pages/support_contacts.aspx

Toll Free: (US and Canada) 800.537.9313 Hours: 24x5 during normal business days SupportNet Login:

www3.emersonprocess.com/remote/support/v2/login.html

1.4 Software Installation

Note: The device requires version 1.88 or later of ROCLINK 800. If you

are using Windows 8 or Windows 7 operating system, refer to

Installing ROCLINK 800 under Microsoft Windows 10, Windows 8 or Windows 7 (located in this chapter).

To install ROCLINK 800:

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1. Extract the .zip file to the local hard drive (for example, in the

C:\TEMP\directory) or place the DVD-ROM into the drive.

2. Double-click the setup.exe file if the Installation Wizard does not

automatically launch. The Installation Wizard screen appears

3. Click Next in the ROCLINK 800 Welcome screen. Read the License

Agreement and click Yes to accept it. Enter your Name and Company name, and click Next.

The program installs the software in the default recommended directory C:\Program Files\ROCLINK800 or C:\Program Files (x86) \ROCLINK800. Select an alternative destination folder if you want to install the software in a folder other than the default.

4. Follow the setup installation instructions.

5. Click Finish in the Wizard Complete screen. Note: You may need to restart your PC to complete the installation.

1.4.1 Installing ROCLINK 800 under Micros oft Windows 10, Windows 8 or Windows 7

To install or upgrade ROCLINK 800 on the Microsoft Windows 10, Windows 8 or Windows 7 platform, you must temporarily disable User Account Control before performing the installation and change your PC’s Regional Settings.

Disabling User Account Control ensures that all files copy and are not limited by Windows’ security enhancements. Refer to Disabling User

Account Control (Windows 10), Disabling User Account Control (Windows 8) and Disabling User Account Control (Windows7) (located in

this chapter). Changing your PC’s Region Settings prevents you from potentially

encountering configuration file errors. Refer to Changing Region Settings

(Windows 10), Changing Region Settings (Windows 8) and Changing Region Settings (Windows 7) (located in this chapter).

Disabling User Account Control (Windows 10)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To disable User Account Control:

1. Right-click the Start menu and select Search from the pop-up menu.

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Figure 1-1. Pop-Up Menu

2. Type UAC into the Search field.

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Figure 1-2. Search

3. Click Change User Account Control settings in the results list.

4. Move the User Account Control slider to Never Notify.

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Figure 1-3. User Account Control Settings (Windows 10)

5. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change.

Click Yes (and enter Administrator password if necessary) if Windows asks if you want to allow the changes.

6. Reboot the computer for your changes to take effect.

7. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

Disabling User Account Control (Windows 8)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To disable User Account Control:

1. Select Search and type UAC into the Search field.

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Figure 1-4. Search

2. Select Settings and click Change User Account Control settings.

Figure 1-5. Settings – Results for “uac”

3. Move the User Account Control slider to Never Notify.

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Figure 1-6. User Account Control Settings

4. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change. Click

Yes (and enter Administrator password if necessary) if Windows asks if you want to allow the changes.

5. Reboot the computer for your changes to take effect.

6. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

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Disabling User Account Control (Windows 7)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To disable User Account Control:

1. Select Start and type MSCONFIG in the Search field.

2. Click the program file msconfig.exe. The System Configuration

screen displays.

Figure 1-7. System Configuration

3. Click the Tools tab.

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Figure 1-8. Change UAC Settings

4. Select Change UAC Settings.

5. Click Launch. The User Account Control Settings window displays.

Figure 1-9. User Account Control Settings

6. Move the User Account Control slider to Never Notify.

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7. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change. Click

Yes (and enter the Administrator password if necessary) if Windows asks if you want to allow the changes.

8. Reboot the computer to apply the changes.

9. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

Changing Region Settings (Windows 10)

To avoid potential error when opening configuration files, we recommend that you change your PC’s location to United States.

To change your PC’s location:

1. Right-click the Start menu and select Search from the pop-up menu.

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Figure 1-10. Pop-Up Menu

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2. Type region into the search field.

Figure 1-11. Search

3. Click Region in the results list.

4. Select the Location tab.

5. Change or verify that the current location is set to United States.

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Figure 1-12. Home Location

6. Click OK button to save changes and close the Region window.

Changing Region Settings (Windows 8)

To avoid potential errors when opening configuration files, we recommend that you change your PC’s location to United States.

To change your PC’s location:

1. Select Search and type region into search field.

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Figure 1-13. Search

7. Select Settings and click Region in the results list.

Figure 1-14. Search Results

8. Change or verify that the current location is set to United States.

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Figure 1-15. Home Location

9. Click OK to save changes and close the Region window.

Changing Region Settings (Windows 7)

To avoid potential errors when opening configuration files, we recommend that you change your PC’s location to United States.

To change your PC’s location:

1. Select Start > Control Panel. The Control Panel displays:

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Figure 1-16. Control Panel

2. Select Clock, Language, and Region. The Clock, Language, and

Region screen displays:

Figure 1-17. Clock, Language, and Region

3. Click Change location. The Region and Language screen

displays showing the Location tab.

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Figure 1-18. Region and Language

4. Change or verify that the current location is set to United States.

5. Click OK to save your changes and close the Region and

Language window.

Enabling User Account Control (Windows 10)

Note: User Account Control must remain disabled in order to run

ROCLINK800.

To enable User Account Control:

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1. Right-click the Start menu and select Search and from the pop-menu.

Figure 1-19. Pop-Up Menu

2. Type UAC into the search field.

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Figure 1-20. Search

3. Click Change User Account Control settings in the results list.

4. Move the User Account Control slider to the default position.

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Figure 1-21. User Account Control Settings

5. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change.

Click Yes (and enter Administrator password if necessary) if Windows asks if you want to allow the changes.

6. Reboot the computer for your changes to take effect.

7. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

Enabling User Account Control (Windows 8)

Note: User Account Control must remain disabled in order to run

ROCLINK800.

To disable User Account Control:

1. Select Search and type UAC into the search field.

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Figure 1-22. Search

2. Select Settings and click Change User Account Control settings.

Figure 1-23. Setting, Results for “uac”

3. Move the User Account Control slider to the default position.

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Figure 1-24. User Account Control Settings

4. Click OK to save your changes and close the User Account Control

Settings window.

Note: You must have Administrator rights to make this change. Click

Yes (and enter the Administrator password if necessary) if Windows asks if you want to allow the changes.

5. Reboot the computer for your changes to take effect.

6. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software

(located in this chapter).

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Enabling User Account Control (Windows 7)

Note: User Account Control must remain disabled in order to run

ROCLINK 800.

To enable User Account Control:

1. Select Start and type MSCONFIG in the Search field.

2. Click the program msconfig.exe. The System Configuration screen

displays:

Figure 1-25. System Configuration

3. Click the Tools tabs.

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Figure 1-26. Change UAC Settings

4. Select Change UAC Settings.

5. Click Launch. The User Account Control Settings screen displays.

Figure 1-27. User Account Control Settings

6. Move the User Account Control slider to the default position.

7. Click OK to save your changes and close the User Account Control

Settings window.

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Note: You must have Administrator rights to make this change. Click

Yes (and enter the Administrator password if necessary) if Windows asks if you want to allow the changes.

8. Reboot the computer to apply your changes.

9. Start ROCLINK 800. Refer to Starting ROCLINK 800 Software.

1.4.2 Un-installing ROCLINK 800

To remove ROCLINK 800 from your PC:

7. Click the Windows Start button.

8. Select Settings > Control Panel.

9. Double-click the Add/Remove Programs icon.

10. Select ROCLINK 800.

11. Click Add/Remove.

12. Follow the instructions.

1.5 Starting ROCLINK 800 Software

To use ROCLINK 800 to configure a hardware device, you must have the ROC properly connected to power. Refer to the appropriate hardware instruction manual. You must also connect the PC to the device’s Local Operator Interface (LOI), Ethernet, serial, or modem port.

To run ROCLINK 800, perform one of the following:

 Double-click the Desktop Shortcut.  Select Start > Programs > ROCLINK 800 > ROCLINK 800.

The software loads and initializes.

Note: You can only run one version of ROCLINK 800 at a time.

1.5.1 Logging On

To log on to ROCLINK 800:

1. Connect the ROC to the Local Operator Interface (LOI – Local Port)

and launch ROCLINK 800.

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Figure 1-28. Logon

Typically, your initials are your User ID. If User IDs have not yet been assigned, try using the default User ID of LOI. You assign User IDs using the ROC > Security features of ROCLINK 800.

1. Type your assigned 4-digit Password and click OK.

For added security, the software displays an asterisk for each number that you type. If passwords have not yet been assigned, use the default password of 1000 (valid with default User ID of LOI).

2. ROCLINK 800 validates the User ID and Password you enter against

a predefined list.

If the log on is not valid, a dialog box appears. Click OK and re-enter

the User ID and Password. You can repeat the procedure as many times as needed until you successfully enter a valid User ID and Password. If the log on is valid, ROCLINK 800 displays the Device Directory screen.

To exit from the log on screen, press Esc or click Cancel. This closes ROCLINK 800 and returns you to the point where you started ROCLINK

800.

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1.6 User Interface Basics

You interact with ROCLINK 800 using various displays on the computer monitor, keyboard, and pointing device.

The major components of ROCLINK 800 user interface are:

 Graphical interface.  Menu bar and menus.  Toolbar.  Function screens.  Dialog boxes.  Help system, including the Status bar and message boxes.  Device Directory or Configuration Tree menu.

ROCLINK 800 employs a graphical user interface (GUI) with a standard Windows menu structure. After logging on to ROCLINK 800, available functions display in a menu bar with drop-down menus:

Figure 1-29. ROCLINK 800 Menu

A Status Line at the bottom left of the display contains pertinent information about the highlighted item, such as a menu option or a parameter.

Buttons display dialog boxes for further configuration details or perform a desired action, such as the Update button. To activate the button:

1. Click the button with a left click of the mouse.

2. When a button is active, press Enter or a function key.

Dialog boxes are areas that "pop up" inside the current screen to allow further selections or enter values. Dialog boxes also provide messages or more detailed information.

The menu structure lists choices from which you can set the desired function. Once a function is selected, the screen or dialog box for that

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Options

File

New, Open, Download, Close, Save Configuratio n, Print Configuration, Print, Print Setup, [List of recent files], Exit

View

Directory, EFM Report, Cal i b ration Report, History, Alarms, Toolbar, Refresh User Program Tree

ROC

Direct Connect, Connect, Disconnect, Collect Data, Clock,

available when you select a connection option (COM1,

specific communications connection.

Configure

I/O, Control, History Segments, History Points, Opcode Table, MODBUS

Utilities

Update Firmware, License Key Administrator, Con vert EFM

Monitor

User

(Located under the Configuration Tree) LiquidCalcs, Display

Tools

Options

Window

Cascade, Tile, Device Directory, [List of open windows]

Help

Help Topics, About ROCLINK 800

function displays. This screen or dialog box provides the requested information and lets you enter the applicable configuration data.

Table 1-1. Menu Listing for ROCLINK 800 (ROC800-Series)

Events, Weights & Measure Events, Display, I/O M onitor,

Security, Comm Ports, Information, Flags Note: The Direct Connect m enu option is the default; it

directs ROCLINK 800 to connect with any availabl e valid connection. The Connect menu option becomes

COM2, Ethernet, and such.) from the Device Root. By clicking Connect, you tell ROCLINK 800 to use that

File, User Program Administrator, ROCLINK 800 Security, AI Calibration Values, RTD Calibration Values, MVS Calibration Values, FST Editor, Custom Display Editor, Custom EFM Report Editor, Read File From Device, Communications

Programs

Transaction History, Printer, Additives, Bat ching, Keypad

1.6.1 Device Dynamic Interface

You can navigate the device options either by using the ROCLINK menu structure or by clicking on the ROC graphical dynamic interface and selecting a tab or button. The dynamic interface display shows the current settings of the point including alarms and integrity.

The system displays a white line around objects that are links when you hover your cursor over them. A link descriptor displays indicating the links definition.

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Button

Description

Minimizes and hides windows.

Maximizes the size of the windows to fit in the screen

Restores window to original size.

Closes a window.

Expands options listed in the Device Directory or

Hides options listed in the Device Directory or

Prints the active display.

Click to Browse for a selection.

Updates contents of the active window from the devic e.

Copies the contents of window to Clipboard.

Figure 1-30. Device User Interface

1.6.2 Standard Buttons

Several buttons appear on the majority of ROCLINK 800 screens.

area.

Configuration Tree Menu.

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Pastes the contents of the Clipboard to the active

Applies changes on the active window to the device box appears if there are unsaved changes.

Cancels without saving changes and closes the a ct ive

Applies changes on the active window to the device. Saves the contents of the active window to the

Closes the active window. A Confirm Save dialog bo x appears if there are unsaved changes.

Deletes the current selection.

Starts automatic device polling.

Stops automatic device polling.

Button

Description

window.

and close the active window. A Confirm Save dial og

window.

Clicking Apply does not close the active window.

configuration file.

1.6.3 Toolbar Buttons

The following buttons appear in the ROCLINK 800 toolbar.

Figure 1-31. ROCLINK 800 Toolbar

ROCLINK 800 grays out a button if it is not applicable to the current screen.

Creates a new configuration file. You specify available configuration parameters using menu selection s. Configure the file as if you were connected to the device. Functions requiring a live connection are unavailable in this mode.

Opens an existing configuration file. You create configuration files using the New Device or Save Configuration functions.

Saves the current configuration of the connect ed device to a disk file.

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Deletes currently selected text and place it in t he Clipboard. Note: Currently not available.

Copies currently selected text and places it in the Clipboard. Note: Currently not available.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Button Description

Pastes text currently in the Clipboard at the cursor’s current location.

Note: Currently not available. Prints the configuration file.

Note: Currently not available. Connects to a device locally using the (LOI) Local Operator

Interface port. Disconnects from a device.

Displays the first of two .DSP files loaded on the device.

Note: Not currently functional on the ROC800-Series platform.

Displays the second of two .DSP files loaded on the device.

Note: Not currently functional on the ROC800-Series platform.

Displays the Analog Input (AI) screen.

Displays the Discrete Input (DI) screen.

Displays the Pulse Input (PI) screen.

Displays the Analog Output (AO) screen.

Displays the Discrete Output (DO) screen.

Displays the Comm Port screen.

Displays the Flags screen.

Displays the Clock screen.

Displays the Meter Setup screen.

Displays the Plate Change screen.

Displays the PID Loop screen.

Opens the Function Sequence Table (FST) Editor.

Displays an About ROCLINK 800 screen providing program information, version, creation date, and copyright for ROCLINK

800.

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Button Description

Launches the ROCLINK 800 on-line help system.

1.6.4 Configuration Tree Menu

When you open a configuration file or go on-line with a ROC, the Configuration Tree appears on the left-hand side of the screen. The tree hierarchically displays the parts of a configuration (such as I/O, Meter Runs, and History) that you can change.

From the Configuration Tree, you may change the configuration or monitor current operations. Once you are in the Configuration Tree menu, you can use the + and – symbols to display or hide various options.

Double-click the desired function in the Configuration Tree to display the associated screen. Double-clicking an icon is the same as selecting the option in the menu bar or clicking a Toolbar button.

If this is the first time that you have connected to the ROC, refer to Setting the Clock (located in Chapter 6).

1.6.5 Keystrokes

If you are using the keyboard, you may use the Alt key plus one or more letters to access menus. Windows underlines the appropriate letter in the menus. For example, to access the Open File dialog box, press Alt + F and press O. You may also use the Left Arrow () and Right Arrow () keys to highlight a menu bar item (the help Status Line at the bottom of the screen provides a description of the menu) and press the letter.

Figure 1-32. Configuration Tree Menu

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With a menu displayed, you can highlight the desired item by using the Down Arrow () and Up Arrow () keys or the mouse. Once you have highlighted an item, press Enter to activate the function.

To leave a menu or submenu, press Esc. You can then select another menu. You can also access another menu using  and .

The text scrolling keys are Page Up and Page Down. To use the keyboard in configuration screens and dialog boxes, press Tab

to move in a predetermined sequence from one parameter field or button to the next. The selected field or button becomes highlighted. Fields unavailable for changes are automatically skipped.

When you Tab to the last field or button in the screen or dialog box, pressing Tab again jumps back to the first field or button. To go back to a previous field or button, press Shift + Tab.

In an option field, the currently selected option is highlighted. To select one of the other options, use  or  to highlight the desired option and then press Enter.

In a field that requires a text or numerical entry, type in the required characters or numbers from the keyboard. Use Backspace or Delete to erase unwanted characters. Use  and  to move the cursor one character at a time and Home and End to place the cursor at the beginning and end of the field, respectively.

Other keys or key combinations include:

 F1 – Launches ROCLINK 800 on-line help.  Esc – Cancels the current activity, closes the screen, and returns you

 Ctrl + N – Creates a new configuration file.  Ctrl + O – Opens a configuration file.

 Ctrl + S – Saves the current configuration file.

1.6.6 Help System

The Help menu provides detailed on-screen information about getting started with ROCLINK 800 and performing keyboard operations, a list of the Help topics, and the ROCLINK 800 version.

To display context sensitive help on a field, a parameter, or a button, press F1 while the field, parameter, or button is highlighted. A help window appears on the screen.

to the last-used place in the menu structure, screen, or other place from which the dialog box originated. If a menu is active, Esc closes the last-opened menu, taking you up one level in the menu structure. If the menu bar is active, Esc de-selects all menu options. Press Alt or click with the mouse to reactivate the menu bar.

To view detailed help, select Help > Help Topics from the menu bar.

Table 1-2. Help System

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Option

Description

Contents

Presents a list of Help Topics that display based on task-

Configuration > Scale Values tab.

Index

Locates specific Help Topics. The Index lists each f i el d by the tab or screen in which the field appears.

Activates a search function on a specific word.

Back

Returns to the last topic that you viewed.

Sends the currently displayed topic to the PC’s default printer.

1.6.7 Basic Navigation

When you start the ROCLINK 800, the Device Directory displays. After you connect to a ROC, the Configuration Tree View displays.

oriented situations. Each screen, tab, and field has a help topic associated with it. For example: the MODBUS Scale Values tab is located under Modbus > Modbus

system on a per topic basis. The Browse Sequence follows

TLP Selections

Use the + and – symbols to display or hide various options. Double-click a point to display the associated parameter configuration screen. You can also use the menu options and buttons to display the associated parameter configuration screen.

The Status Line at the bottom of the Device Directory and Configuration Tree provides critical information. The left side displays brief information about the device being connected. The right side displays the device status (on-line or off-line) and system time.

In many locations in ROCLINK 800, you can click the TLP Browse button (a button with three dots) to view the Select TLP dialog. The Select TLP dialog allows you to assign specific inputs and outputs to parameters. ROCLINK 800 uses Point Type (T), Logical Number (L), and Parameter (P) to define point locations.

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Figure 1-33. Select TLP

To use the Select TLP dialog box:

Display TLP

1. Select the Point Type from the list. This opens a list of logical

numbers and parameters that belong to that Point Type.

2. Select the Logical Number. In the configuration screens, the Logical

Number is generally referred to as Point Number or Number.

3. Select the specific Parameter. These are usually called by the same

term as the Tag on the configuration screen. The field at the bottom of the Select TLP dialog displays the numeric

point location of the TLP point or a text abbreviation, depending on the setting in the Tools > Options window.

4. Select the Show All Point Types and Parameters checkbox to view

all points and parameters regardless of their validity. By default, ROCLINK only displays points and parameters that are valid for the current configuration you are performing.

5. Click OK.

Displays values on the Select TLP screen as either text or numbers. For example, the TLP for Register 2 of FST 1 could display as either "FST 1,R2" or "96, 0, 3".

Auto Scan Update

Interval

Select Tools > Options to set the time interval, in seconds, at which the Auto Scan feature on various screens in ROCLINK 800 polls the ROC. Clicking Auto Scan causes ROCLINK 800 to poll the device automatically until you click Stop Scan.

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1.6.8 Text Boxes

Text boxes appear in various places throughout ROCLINK 800. You can enter alphanumeric character (A through Z and 0-9) into text boxes. For example, you can enter name (tag) for a device or a short description for an I/O point.

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Chapter 2 – Device Directory and Device Root

In This Chapter

2.1 Device Directory .................................................................................... 2-1

2.1.1 Communication Parameter Setup Screen .................................. 2-2

2.2 Device Root ........................................................................................... 2-4

2.2.1 Backing Up Configurations ......................................................... 2-4

2.2.2 Adding a Group .......................................................................... 2-5

2.2.3 Deleting a Group ........................................................................ 2-5

2.2.4 Adding a Device ......................................................................... 2-5

2.2.5 Deleting a Device ....................................................................... 2-6

2.2.6 Deleting All Devices ................................................................... 2-6

2.2.7 Renaming a Group or Device ..................................................... 2-7

This chapter describes the Device Directory screen and the Device Root, the graphical representation of all devices, which appears on that screen.

2.1 Device Directory

The Device Directory is the first screen that displays after you successfully log onto ROCLINK 800 but before you connect to a device.

Figure 2-1. Device Directory and Device Root

Note: Once you connect to a device, ROCLINK 800 replaces the

Device Directory screen with a device-specific configuration tree screen (see Figure 2-2).

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Figure 2-2. Configuration Tree

You use the Device Directory screen to create and maintain communications setup configurations for a PC running ROCLINK 800. You can uniquely configure the communication ports on the PC to send data to a specified ROC. You may add, delete, or modify these communications setups and establish a tree of groups and devices.

Use the + and – symbols to display or hide various options.

Note: You can only configure a PC’s communications ports from the

Device Directory screen. To re-display the Device Directory screen at any time, select Window > Device Directory or View > Directory.

2.1.1 Communication Parameters Setup Screen

The ROCLINK 800 Communication Parameter Setup screen allows you to change your PC communications port, time-out settings, and other variables ROCLINK 800 uses when establishing a connection to a device.

In order for ROCLINK 800 to communicate with a device, ROCLINK 800 must know to which device it is communicating. Each device within a group is given a unique device address.

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To set the PC communication parameters:

1. Right-click the label in the Device Directory that corresponds to the

PC port you want to use.

Figure 2-3. Device Pop-up Menu Tree

2. Select Properties. The ROCLINK 800 Communications Parameters

screen displays.

Figure 2-4. Communication Parameters

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3. Configure the ROCLINK 800 communications parameters (refer to

Chapter 3, Communications and Security for a complete discussion of this screen).

4. Click Apply. You are ready to connect to the ROC.

2.2 Device Root

The device root graphically represents the devices and their organizational structure on the Device Directory screen. When you open ROCLINK 800, the device root displays the default device labels. Using the Communication Parameters screen, you can modify the communications setup configurations for these devices or add new devices with new configurations. Each icon on the device root represents a different type of communications connection.

Figure 2-5. Device Root

The default device labels, which correspond to available communication ports, include:

 COM1 Device.  COM2 Device.  Modem Device.  Ethernet Device.  New Group1 > New Device1.  New Group1 > New Device2.

You may add, delete, or modify the communication configurations for each of these devices. You can also define device groups.

2.2.1 Backing Up Configurations

After you configure your device settings, we strongly recommend that you create a back-up file of those settings. ROCLINK 800 stores these values in the file ROC_USER.mdb. Use Windows Explorer to find the ROC_USER.mdb file, then copy the file and store it in a safe place.

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This backup file enables you to restore your settings in case they ever become corrupted.

You can configure devices on-line communications using the Local Operator Interface (LOI) Port (also known as the "local port") or a communication port, such as a modem.

2.2.2 Adding a Group

You can organize devices into groups. Typically, groups contain devices in the same geographical area or with another common feature. When you double-click a group icon, ROCLINK 800 displays all devices or subgroups associated with that group.

To add a new group to the device root directory:

1. Right-click the Device Root icon. A pop-up menu displays.

2. Select Add a Group. ROCLINK 800 adds the new group icon to the

device root graphic.

To add a subgroup to an existing group:

1. Right-click the Group icon. A pop-up menu displays.

2. Select Add a Group. ROCLINK 800 adds the new group icon to the

selected group.

2.2.3 Deleting a Group

To delete a group:

1. Right-click a group icon. A pop-up menu displays.

2. Select Delete Group. A Confirm Delete dialog box displays.

3. Click Yes to delete the group and all subordinate groups and devices

in that group.

Figure 2-6. Delete Group

2.2.4 Adding a Device

To add a new device to the device root:

1. Right-click the device root icon. A pop-up menu displays.

2. Select Add a Device. ROCLINK 800 adds a device icon to the

device root.

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3. Configure the new device’s communication parameters (see Chapter

3, Communications and Security).

To add a device to an existing group:

1. Right-click the group icon. A pop-up menu displays.

2. Select Add a Device. ROCLINK 800 adds a device icon in the

selected group.

3. Configure the new device’s communication parameters (see Chapter

3, Communications and Security).

2.2.5 Deleting a Device

To delete a device:

1. Right-click a device icon. A pop-up menu displays.

2. Select Delete Device. A Confirm Delete dialog displays.

3. Click Yes to delete the device.

2.2.6 Deleting All Devices

To delete all device communication parameter configurations in the device root directory:

Note: This deletes all ROC units that you currently have configured.

1. Right-click the device root icon. A pop-up menu displays.

2. Select Delete All Devices. A Confirm Delete dialog displays.

Figure 2-7. Delete Device

Figure 2-8. Delete All Devices

3. Click Yes. ROCLINK 800 deletes all devices in the device root.

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2.2.7 Renaming a Group or Device

You can easily replace the ROCLINK 800-provided default group or device names with names you choose. To rename a group or device in the Device directory:

1. Right-click the device or group icon. A pop-up menu displays.

2. Select Rename.

3. Enter a name. Note: Although your label can be up to 72 characters in length, keep

the label short for easy recognition.

4. Press Enter when finished. ROCLINK 800 adds the new label to the

device or group.

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Chapter 3 – Communications and Security

In This Chapter

3.1 Communications ................................................................................... 3-1

3.2 ROCLINK 800 Communications ........................................................... 3-2

3.2.1 ROCLINK 800 Communications General Tab .......................... 3-2

3.2.2 ROCLINK 800 Communications Advanced tab ........................ 3-5

3.3 Communication Ports ........................................................................... 3-7

3.4 Configuring Communications Ports ...................................................... 3-7

3.4.1 Configuring TCP/IP Communications on the

Ethernet Port ............................................................................ 3-8

3.4.2 Comm Ports General Tab ....................................................... 3-10

3.4.3 Comm Ports Modem Tab ........................................................ 3-12

3.4.4 Comm Ports SRBX Tab .......................................................... 3-14

3.4.5 Comm Ports Store & Forward Tab .......................................... 3-16

3.4.6 Comm Ports Diagnostics Tab .................................................. 3-17

3.5 Connecting to a ROC .......................................................................... 3-18

3.5.1 Direct Connect ......................................................................... 3-19

3.5.2 Local Port (LOI) ....................................................................... 3-20

3.5.3 Connect to a ROC ................................................................... 3-20

3.5.4 Successful Login ..................................................................... 3-20

3.5.5 Disconnecting from a ROC ...................................................... 3-21

3.6 Troubleshooting Connection Errors .................................................... 3-21

3.6.1 Troubleshooting ROCLINK 800 Communications ................... 3-22

3.6.2 Troubleshooting TCP/IP Connections ..................................... 3-22

3.7 Security ............................................................................................... 3-23

3.7.1 ROCLINK 800 Security ........................................................... 3-23

3.7.2 Device Security ....................................................................... 3-27

3.1 Communications

This chapter describes how to configure the communication ports on a PC and on a ROC. It also describes how to use the Connect and Direct Connect features in ROCLINK 800 and how to define security to control access to the ROC800-Series and ROCLINK 800.

Before you attempt to connect to a ROC, you must configure communication parameters in two places:

 ROCLINK 800 Communications

Configure device communications on the Device Directory screen (Device Directory and Device Root). This sets the PC’s comm ports to communicate with a specific device.

 Communication Ports on the ROC800-Series

Select ROC > Comm Ports to access the Comm Port screen and configure the device communication ports for incoming or outgoing communications. Refer to the Communication Ports section.

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3.2 ROCLINK 800 Communications

The Device Directory communication configurations allow ROCLINK 800 to communicate to an individual ROC800-Series.

To set the PC communication parameters:

1. Right-click the label in the Device Directory that corresponds to the

PC port you want to use.

2. Select Properties. The ROCLINK 800 Communication Parameters

screen displays.

3. Configure the ROCLINK 800 communications parameters. Refer to

Communications and Security.

4. Click Apply. You are ready to connect to the ROC.

3.2.1 ROCLINK 800 Communications Gener al Tab

The Device Directory is the first screen that displays after you successfully log onto ROCLINK 800 but before you connect to a device.

To display the ROCLINK 800 Communication Parameters screen, rightclick on a device icon in the device root and select Properties. The ROCLINK 800 Communication Parameters screen displays, showing the General tab.

Use the General tab to configure basic communications for the PC running ROCLINK 800.

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Field

Description

240

Figure 3-1. ROCLINK 800 Communication Parameters, General tab

Tag Sets a unique name for the ROC800-Series. Enter

up to 50 alphanumeric characters to identify t he device.

Connect Click to communicate with the PC using the

parameters you configure for this PC’s communications port.

Device Address Sets the address of the specific ROC800-Series

with which you desire to communicate. If you connect to a multi-drop series of devices, enter the Device Address and Device Group of the specif ic device.

Note: The default values for the Device Address and Device Group are both

Device Group Associates the ROC with a specific group. The

default Device Group is 240. Note: If you connect a PC running ROCLINK 800

directly to the device’s LOI (Local Port), ROCLINK 800 makes a request to Device Group of 240 and Device Address of 240. The Local Port of a device always responds to a request for Address 240 and Group 240, no matter what Device Address and Device Group is configured in the device if the LOI Security is valid.

. .

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Field

Description

PC Comm Port

PC Baud Rate

Host Address Identifies the PC’s host address, which by default i s

Address 3. If more than one computer running ROCLINK 800 communicates with a group of devices (either by radio or by other multi-drop communications), you must define unique host address for each device to avoid multiple responses. The host address must also be different from any other host system that may access the communications link.

Use the following host group and host address conventions: 0 and 240 are reserved

Host Group Identifies the PC’s host group, which by default i s

1. When using ROC Protocol, the group address

must match the address defined at the destination device in order for communications to properly transmit.

Use the following host group and host address convention: 0 and 240 are reserved

Use Sets the type of connection. Valid values are

Comm Port, Modem, or TCP/IP. Note: If you select TCP/IP, ROCLINK 800 applies

only the Time Out parameter you define on

the Advanced tab. No other parameters defined on that tab apply.

Sets the PC comm port ROCLINK 800 uses for this setup. The ROC can communicate through any of the PC’s configured comm ports. The default comm port is 1.

Note: This field is available only if you set the

Comm Port option. Before you select this

parameter, check to see which communications ports are assigned in the PC.

Sets the baud rate ROCLINK 800 uses to communicate with the device through a serial port (COM port). For successful communications, t he baud rate you set here must match the baud rate on the PC. The default value is 19200. If you have difficulties communicating to your device, set the baud rate in both the device and the computer to the default baud rate.

Note: This field is available only if you select the

Comm Port option.

Modem Indicates the modem ROCLINK 800 uses. Click ▼

to list all available modems. Only the modems defined in the Windows Control Panel display. Ensure that the modem you select is properly set up.

Note: This field is available only if you select the

Modem option.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Modem

Override Default

List

Phone Number Sets the telephone number for the device

ROCLINK 800 dials. Note: This field is available only if you select the

option.

Indicates that ROCLINK 800 should use an

TAPI Init String

IP Address Indicates the IP address for the TCP/IP connection.

Port Number Indicates the port for the TCP/IP connection.

Refresh Comm Port

override initialization string configuration. When you select this option, you must provide an override initialization string.

Note: This field is available only if you select the

Modem option.

Note: This field is available only if you select the

TCP/IP option.

Note: This field is available only if you select the

TCP/IP option.

Click to enable ROCLINK 800 to refresh the listing of the displayed comm ports for the PC.

3.2.2 ROCLINK 800 Communications Advanced tab

Use the Advanced tab on the ROCLINK 800 Communication Parameters screen to configure advanced communications features.

Revised August-2020 Communications and Security 3-5

Figure 3-2. ROCLINK 800 Communication Parameters, Advanced tab

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Enabled

Number of Retries Sets the number of times (after the initial attempt)

ROCLINK 800 tries to request data from the specified device before reporting a timeout error. Valid values are between 0 and 25. The default is

3. Use the Time Out parameter to adjust the amount of time between retries.

Note: This parameter does not apply to the dial-

up modem, which only tries to establish a connection once.

Tx Delay Sets, in seconds, the amount of time ROCLINK

800 waits before transmitting data. This delay enables the request-to-send (RTS) line for the amount of delay specified before transmitting dat a. The default is 0.05.

Typically, this value allows a radio to fully stabilize before the system applies data for transmission.

 For EIA-232 (RS-232) and dial-up modem

communications, set this value (and the value in the Key Off Delay field) to 0 (zero) or the default of 0.05 seconds.

 For EIA-485 (RS-485) and radio

communications, set this value to 0.1.

Note: These variables may change, based on

your situation. These are general values that you need to assess for each circumstance.

Time Out Sets, in seconds, the actual amount of time that

ROCLINK 800 waits to receive a valid message after it sends a request to a device. The default is

3. Modem users typically accept the default value. Do not set this field to 0 (zero). This prevents

ROCLINK 800 from timing out, and quickly exhausts the retries.

Note: If you select TCP/IP as the communications

method on the General tab, ROCLINK 800 applies only the Time Out parameter. No other parameters defined on that tab apply.

Key Off Delay Sets, in seconds, the amount of time ROCLINK

800 waits after transmitting a message before turning off the ready to send (RTS) signal. The default is 0. You can change this value to optimize communications.

The default value should be sufficient for dial-up modems and EIA-232 (RS-232) connections. For radios, a value of 0.01 may be appropriate.

Host CRC Check Indicates whether ROCLINK 800 uses cyclical

redundancy checking. The default value is

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Port

Port Location

Default Tag

Function/Type

CPU RJ-45 (top)

Local Port

LOI / RS-232D

CPU RJ-45 (middle)

COMM1

Ethernet

CPU 5-pin (bottom)

COMM2

Serial / EIA-232 (RS-232)

Module Slot 1

COMM3

EIA-232 (RS-232), EIA-485 (RS-485), or Modem

Module Slot 2

COMM4

EIA-232 (RS-232), EIA-485 (RS-485), or Modem

Module Slot 3

COMM5

EIA-232 (RS-232), EIA-485 (RS-485), or Modem

3.3 Communication Ports

In addition to configuring the communications ports on the PC, you also configure the device-specific communication parameters.

While in a configuration and on-line with a device, select ROC > Comm Ports to display the Comm Port screen. Each communications port has a unique set of parameters on the screen.

Use the Comm Port screen to set up the communications ports that are available for incoming and outgoing communications with the ROC.

Note: Use the Device Directory to define PC communication ports.

The communication ports located on the ROC provide a data link to ROCLINK 800, other devices, and host systems. The type of module enables the following communications:

 EIA-232 (RS-232) serial communications.  EIA-422 (RS-422) serial communications.  EIA-485 (RS-485) multi-point serial communications.  Dial-up modem communications.  TCP/IP communications.

Table 3-1. Communication Ports for the ROC800-Series

3.4 Configuring Communications Ports

The ROC comm. ports provide a link to computers, such as one running ROCLINK 800 or a host computer.

Select ROC > Comm Ports to set up communication ports available for the ROC.

The SRBX or RBX (Spontaneous Report-by-Exception) alarming feature is available for serial communication ports. It is not supported on the Ethernet port. This feature allows the device to call in to a host computer when a configured alarm occurs. To prevent "nuisance" alarms from being reported to the host, configure the parameters correctly. If you wish to configure dial-up RBX, a modem must be present with the correct configuration.

When using RBX Alarming, you must ensure that the alarms are enabled and configured for each point you desire to monitor. Configure

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Note: You also access the Comm Port screen by selecting ROC >

the alarm parameters so that an alarm occurs only when desired. Configure the parameters on the Alarms tabs of the I/O configuration screens.

After you configure the alarms, save the configuration of all communications ports to programmable ROM using ROC > Flags >

Flash Memory Save Configuration.

Comm Ports from the ROCLINK 800 menu bar and then

selecting the appropriate comm port from the drop-down menu or by selecting the Comm Ports icon from the menu bar.

3.4.1 Configuring TCP/IP Communications on t he Ethernet Port

Use TCP/IP connections through the Ethernet port for DS800, Modbus® RTU encapsulated in TCP/IP, Modbus TCP/IP, or ROC Plus Protocol communications.

To configure TCP/IP communications:

1. Connect to the ROC800-Series.

2. If using ROC Plus, Modbus RTU Encapsulated in TCP/IP, or

Modbus TCP/IP, set the parameters on the ROC > Information > Internet tab.

3. If using DS800, set the parameters and enable the DS800

communications on the Configure > Control > DS800 screen.

4. If using Modbus RTU Encapsulated using TCP/IP or Modbus

TCP/IP, set the communications port and configure the parameters on the Configure > Modbus > Configuration screen.

Note: The parameters on the General, Modem, SRBX, and Store and

Forward Tabs of the ROC > Comm Ports screen do not apply to the Ethernet port.

The ROC > Comm Ports Diagnostics tab displays the communication statistics available for all Modbus and ROC Plus Protocol communications transmitted using TCP/IP connections. Refer to the discussion of the Comm Ports Diagnostics tab.

The Ethernet port supports up to six ROC Plus connections, six Modbus slave connections, and one Modbus Master connection all at the same time. The number of active TCP/IP connections displays on the Active Connections field on the ROC > Information > Internet tab.

You cannot transmit SRBX messages or firmware updates over a TCP/IP connection.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

DS800

Use the DS800 Development Suite Software to develop programs,

ROC Plus

ROC > Security for the Ethernet port enables or disables security for

Modbus

The ROC800-Series allows both Modbus RTU encapsulated in TCP/IP

Once a ROC Plus Protocol, Modbus RTU encapsulated in TCP/IP, or Modbus TCP/IP connection occurs, the communication session can be closed via a timeout. The three timeouts that can close a connection include:

 A security timeout starts after a valid login. If a valid ROC Plus

Protocol message is not received within 60 minutes, the connection closes. The timeout is reset after each valid message.

 An inactivity timer starts after a valid login for each TCP/IP

connection. The ROC > Information > Internet tab> Inactivity Time field sets this parameter in seconds. A value of 0 disables the timer. If the ROC800-Series does not receive a valid ROC Plus Protocol message within the Inactivity Time, the connection closes.

 Each connection remains alive by periodic transmissions of

messages (probes). If the other side of the connection fails to respond to ten repetitive probes, the connection closes. You configure the amount of idle time (in seconds) before the first probe is configurable is set in the ROC > Information > Internet tab > Keep Alive Time field. The other nine probes will be 64 seconds apart. The total time will be [(9*64) + the value of the Keep Alive Time parameter].

Protocol

independently of ROCLINK 800. You can download these programs over the Ethernet port to a ROC800-Series that has the optional license key installed.

Once you enable DS800 on the Configure > Control > DS800 screen, the Ethernet port for DS800 is always available to accept DS800 connections.

The ROC800-Series is capable of distinguishing TCP/IP messages received from DS800, in Modbus, or in ROC Protocol. The firmware routes the DS800 messages to the correct communications task.

all ROC Plus Protocol based Ethernet connections.

The Ethernet port is always available to accept ROC Plus Protocol connections.

and Modbus TCP/IP communications on the Ethernet port. Modbus RTU encapsulated in TCP/IP is the form of Modbus protocol traditionally supported on serial connections in the ROC800-Series, which is encapsulated in a TCP/IP message. Modbus TCP/IP is the

protocol developed for use over TCP/IP connections. The Ethernet port is always available to accept Modbus connections. The ROC800-Series supports Modbus communications on any of the

serial ports, at the same time as Modbus RTU encapsulated over TCP/IP or Modbus TCP/IP connections.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Sets the specific comm port to be configured. Click ▼ to display all valid selections.

Sets a 10-character name (“tag”) to help identify the comm port.

This read-only field displays the type of

present in slots 1, 2, or 3.

Sets, in bits per second, the transmit and receive

19.2K.

Sets whether the communications controller

None.

Sets the number of data bits contained in an asynchronous byte, or character. The default is 8.

Sets the number of stop bits contained in an asynchronous byte, or character. The default is 1.

Sets, in seconds, the amount of time the send (RTS) signal before beginning transmission.

3.4.2 Comm Ports General Tab

Select ROC > Comm Ports to configure the communications ports on the ROC. The Comm Port screen displays, showing the General tab.

Comm Ports

Tag

Comm Type

Baud Rate

Parity

Data Bits

Figure 3-3. Comm Port, General tab

communications port, such as EIA-232 (RS-232) or Ethernet.

Note: The message “No Module” appears in this

field when no communication module is

data baud rate for the comm port. The default is

performs parity checks and, if selected, sets the parity value (odd or even). The default value is

Stop Bits

Key On Delay

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ROCLINK 800 waits after turning on the ready to

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

The default is 0. You can change this value to

be sufficient.

Sets, in seconds, the amount of time ROCLINK

circumstance.

optimize communications. The default value should be sufficient for dial-up

modems and EIA-232 (RS-232) connections. For older radios, you may need to set this value to 0.2 seconds. For newer radios, 0.02 seconds should

Key Off Delay

800 waits after transmitting a message before turning off the ready to send (RTS) signal. The default is 0. You can change this value to optimize communications.

The default value should be sufficient for dial-up modems and EIA-232 (RS-232) connections. For radios, a value of 0.01 may be appropriate.

Note: These variables may change, based on

your situation. These are general values that you need to assess for each

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Sets the communication protocol this port uses

the User Program Administrator screen.

Port Owner

 ROC Plus Protocol/Modbus Slave

configures the port to automatically switch between Modbus and ROC Plus Protocol messages.

 ROC Plus Protocol Only configures the port

to only accept ROC Plus protocol messages (Modbus Slave is disabled).

 Modbus Slave Only configures the port to

allow the ROC to act only as a Modbus slave device (ROC Plus Protocol is disabled).

Note: Use the "Only" options only if the

messages received use this specific protocol. Otherwise, select ROC Plus Protocol/Modbus Slave if this comm port is going to have both protocols communicate on it.

 Modbus Master configures the port to allow

the ROC800-Series to poll Modbus devices.

 DS800 configures the port to download and

debug Development Suite 800 projects only. You will not be able to connect two ROC units together with this option. It is exclusively configured for DS800/PC communications.

Note: Modems are not supported for the

DS800 communication type.

 LCD configures the port for communications

with a ROC800-Series Keypad Display.

 I/O Module configures this port to use the

communications protocol residing in the I/ O module.

 Reserved indicates that this port is reser ved

and cannot be used for communications.

 User Program configures this port to use the

communications protocol residing in the loaded user program. The user program number here matches the user program number in the Configuration Tree menu and

3.4.3 Comm Ports Modem Tab

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Use the Modem tab on the Comm Ports screen to configure the device’s modem communication ports.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Sets the modem type. Valid values are None

modem). The default is None.

Sets, in seconds, the amount of time that

connection is made, the Disconnect Time begins.

Sets, in seconds, the amount of time that

timer after each valid receive signal.

Sets, in seconds, how long ROCLINK 800 waits

900.0 seconds.

Sets the string of characters the device requires

Command characters.

Modem Type

Connect Time

Disconnect Time

Inactivity Time

Figure 3-4. Comm Port, Modem tab

(using a serial link to the host), External (using an external modem), and Internal (using an internal

ROCLINK 800 waits after initiating a call to receive a connect message from a device (typically the modem) before it terminates the call. The default is 60 seconds.

The Connect Time varies from system to system and can take up to 60 seconds to make and complete a dial up connection. If a successful

ROCLINK 800 waits for further activity on the line before it hangs up. ROCLINK 800 resets this

without receiving a signal before resetting the modem. ROCLINK 800 must receive a valid receive counter to remain active. The default is

Config Command

Revised August-2020 Communications and Security 3-13

to initialize the modem. For external modems, refer to the manufacturer’s literature. For an internal modem, use the default value or the modem card may not operate correctly. Refer to your modem’s documentation for default Config

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Sets the Hayes-style connect command the

operations, such as SRBX Alarming.

Sets the Hayes-style disconnect command Typically, this is the command ATH0.

This read-only field shows the modem’s current status result code. Valid values are:

Result Code

Definition

0 = OK

Successfully executed command line

1 = CONNECT

Connection established

2 = RING

Ring signal detected

3 = NO CARRIER

Carrier not detected/lost

4 = ERROR

Error in command line

6 = NO DIAL TONE

No dial tone detected 7 = BUSY

Busy signal detected

8 = NO ANSWER

Line not picked up on the called end

Connect Command

device requires to contact the host. Typi cally, this is the command ATDT followed by the telephone number (for example, ATDT5155551212). T he unit requires this parameter for dial-out

Disconnect Command

Modem Status

required to disconnect the contact to the host.

3.4.4 Comm Ports SRBX Tab

Use the SRBX tab to configure the Spontaneous-Report-by-Exception alarming features.

The SRBX (Spontaneous Report-by-Exception) alarming feature is available for serial communication ports. This feature allows the device to call in to a host computer when a configured alarm occurs. If you wish to configure dial-up RBX, then a modem must be present and appropriately configured.

When you use RBX alarming, ensure that you enable and configure alarms for each point you desire to monitor. Configure the alarm parameters so that an alarm occurs only when desired. This prevents "nuisance" alarms. You configure RBX alarm parameters on the Alarms tab on the I/O, MVS, and Meter Setup configuration screens.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Sets the SRBX Mode for Spontaneous-Report-byis Disabled.

Sets the address of the host to which the SRBX feature communicates. The default value is 1.

Sets the group of the host to which the SRBX feature communicates. The default value is 0.

Sets, in seconds, the time the device waits

45 seconds.

SRBX Mode

SRBX Host Address

SRBX Host Group

Delay

Figure 3-5. Comm Port, SRBX tab

Exception alarming on this comm port. The default

between attempts to transmit an SRBX or RBX message. Each SRBX or RBX Attempts parameter has an associated delay parameter. The default for Delay #1 is 20 seconds, the default for Delay #2 is 30 seconds, and the default for Delay #3 is

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Sets the number of times the device attempts to

acknowledges the SRBX alarm.

Fixed Number

Sets the number of times

prevent retries.

Continuous

Starts continuous retries that stop only when the host acknowledges the SRBX alarm.

This read-only field shows the current SRBX alarm.

This read-only field shows the status of SRBX is processing) or Inactive.

SRBX Attempts

resend a message if it does not obtain a valid response on the first try. "Attempt" refers to the initial message plus any retries.

ROCLINK 800 provides three parameters. The default for all parameters is Fixed Number. The default value for SRBX Attempt #1 is 1. The default value for SRBX Attempt #2 is 2. The default value for SRBX Attempt #3 is 3.

Select Fixed Number to set how many times ROCLINK 800 retries sending a message after the first unsuccessful attempt. If you enter 0, no retries occur. Select Continuous (255) to start continuous retries that stop only when the host

ROCLINK 800 retries sending a message after the first unsuccessful attempt. Enter 0 to

SRBX Alarm Index

SRBX Status

3.4.5 Comm Ports Store & Forward Tab

Select ROC > Comm Ports > Store & Forward tab to configure the Store & Forward features on the ROC.

messaging. Valid values are Active (SRBX alarm

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Store & Forward

Indicates whether the port transmit s messages

(do not transmit messages).

Store & Forward

Sets the path and group numbers of the devices

host from by the previous parameter.

Figure 3-6. Comm Port - Store & Forward tab

(Store & Forward). Valid values are Enabled (transmit messages out of the port) and Disabled

Path

that need to receive this SRBX message and forward it on to the next device to extend the communications path. You may also specify addresses for other devices that support the ROC Protocol. The device you specify by the last nonzero Address or then sends the message to the

3.4.6 Comm Ports Diagnostics Tab

Select ROC > Comm Ports > Diagnostics tab to view the communications diagnostic features on the ROC.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Indicates the number of valid ROC Plus protocol

you can zero them out if necessary.

This read-only field Indicates the time and date of protocol message received.

Indicates the number of messages sent by the

zero out if necessary.

Indicates the number of ROC Plus protocol or

necessary.

Byte Time

This read-only field shows the time and date of

Valid Receive Counters

Successful Message Time

Transmit Counter

Invalid Message Bytes

Invalid Message

3.5 Connecting to a ROC

To connect the computer to a remotely located ROC a serial, dial-up modem, radio, satellite, or other communications line should be installed. This connection may be made through the LOI (Local Port) or other Communications Port on the ROC.

Figure 3-7. Comm Port – Diagnostics tab

or Modbus protocol messages the ROC800 has received. Although these are incrementing values,

the last valid ROC Plus protocol or Modbus

ROC. This is an incrementing value that you can

Modbus protocol bytes lost. This is an incrementing value that you can zero out if

the last invalid message.

Use the Connect command to connect to a serial or dial-up modem. To use Connect:

1. Physically connect the ROC.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Click the Direct Connect icon to establish a connection with a ROC.

2. Launch and log in to ROCLINK 800.

3. Perform one of the following:

 Select a device from the Device Directory and press the Enter  Double-click a device in the Device Directory.

 Select a device from the Device Directory and click the Connect  Select ROC > Connect to connect to the device currently

3.5.1 Direct Connect

ROCLINK 800 attempts to establish communications through all PC

comm ports at various baud rates, until it receives a valid reply. By default, ROCLINK 800 tags the LOI Port as the local port (comm 1),

as shown on the Comm Port screen (ROC > Comm Ports). For the Direct Connect option to work, security conditions must be met,

and the PC must be connected to the Local Operator (LOI) port of the device with communication settings of:

key.

button on the toolbar.

selected in the Device Directory.

 8 Data Bits.  1 Stop Bit.  No Parity.

When you click Direct Connect, ROCLINK tries to initiate communications with the device by performing a search of the PC communication ports at various baud rates. ROCLINK then "locks on" to the first comm port and baud rate that are successful in communicating with a device.

To use Direct Connect:

1. Physically connect a cable to the ROC.

2. Launch and log into ROCLINK 800.

3. Do one of the following:

 Click on the Direct Connect icon in the Device Directory.  Click the Direct Connect button on the toolbar.  Select ROC > Direct Connect.

4. If this is the first time that you have connected to the ROC, continue

to the steps for Setting the Clock.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

3.5.2 Local Port (LOI)

The PC running ROCLINK 800 physically connects to the device through a cable. For a local connection, this cable is typically a prefabricated local operator interface (LOI) cable (available from Remote Automation Solutions). One end of the cable (a 9-pin, D-shell, female connector) plugs into a serial communications port on the PC running ROCLINK 800. The other end of the cable plugs into the ROC operator interface connector called the Local Port.

Note: If your PC does not have a serial port, you may use a USB-to-

serial connector for the LOI connection.

3.5.3 Connect to a ROC

To connect the computer to a remotely located ROC, install a serial, dial-up modem, radio, satellite, or other communications line. This connection may be made through the LOI (Local Port) or other communications port on the ROC.

Use the Connect command to connect to a serial or dial-up modem. To use Connect:

1. Physically connect the ROC.

2. Launch and log in to ROCLINK 800.

3. Perform one of the following:

 Select a device from the Device Directory and press the Enter

key.

 Double-click a device in the Device Directory.  Select a device from the Device Directory and click the Connect

button on the toolbar.

 Select ROC > Connect to connect to the device currently

selected in the Device Directory.

3.5.4 Successful Login

A successful login produces an on-line connection and displays a tree representing the configuration in the ROC. Refer to Configuration Tree Menu.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Close the screen by clicking the lower of the two Close buttons

located in the upper-right corner of the device screen.

 Click the Disconnect button located on the Toolbar.

Select File > Close. This automatically closes the connection.

Figure 3-8. Successful Logon

3.5.5 Disconnecting from a ROC

To disconnect an online connection:



3.6 Troubleshooting Connection Errors

Several events can cause a connection problem:  If the parameters ROCLINK 800 uses when establishing a

communications link to your PC are incorrect, it cannot make a direct connection. Refer to Troubleshooting ROCLINK 800 Communications.

 If ROCLINK 800 stands idle for too long and exceeds the timeout

value for a device, a communications failure can also occur. In this case, simply log back into ROCLINK 800 and use the Direct Connect or Connect features.

 If you do not have security access to the ROC, you cannot make a

connection. You must configure a valid User ID and Password (using the ROC > Security option) for each user who can connect to a ROC.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

 If the PC cannot establish a connection to the ROC by "pinging" the

Device Address (ROC Address), ROCLINK 800 cannot make a TCP/IP connection. Refer to Troubleshooting a TCP/IP Connection.

3.6.1 Troubleshooting ROCLINK 800 Communications

Occasionally, you may need to alter your PC communications options when you are having problems communicating with your ROC.

1. Select the desired Device in the Device Directory. Right-click and

select Properties.

2. Make sure you have specified the correct Device Address and

Device Group of the ROC or with which you are trying to communicate. If you are communicating through the LOI port of the device, the universal address is Device Address is 240 and Group Address is 240.

3. Click the Advanced tab. Try increasing the Time Out and/or Tx

Delay.

4. Click Apply. Return to the General tab, and click Connect.

5. If you are still having trouble communicating, try increasing the

Number of Retries field in the Advanced tab. Click Apply. Return to the General tab, and click Connect.

6. If you are still having trouble communicating, try increasing or

decreasing the Key Off Delay field in the Advanced tab. Click Apply. Return to the General tab, and click Connect.

7. Check the security settings of ROCLINK 800.

3.6.2 Troubleshooting TCP/IP Connecti ons

If you are unable to establish a connection between ROCLINK 800 and the ROC on the Ethernet port, verify that the PC is able to "ping" the ROC.

1. Launch the DOS command prompt and write a command to "ping"

the ROC at its IP address (for example, C:\>ping 155.177.78.111).

2. If the Ping Statistics Reply is similar to "Packets: Sent = 4, Received

= 4, Lost = 0 <0% loss>", then the PC and ROC are connecting. You may need to alter the Internet communications setting in ROCLINK 800 software. Verify all parameters on the pertinent screens. Refer to Configuring TCP/IP Communications on the Ethernet Port (ROC800-Series).

3. If the Ping Statistics Reply is similar to "Packets: Sent = 4, Received

= 0, Lost = 4 <100% loss>", then the PC and ROC are not connecting. Review your network, your physical connection, your router, and your PC.

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3.7 Security

3.7.1 ROCLINK 800 Security

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

You control security in two ways:  ROCLINK 800 Security: – Enables who can access (log on)

ROCLINK 800 software and the Access Level assigned to a user.

 Device Security – Enables who has access to the ROC Comm Ports

and the LCD.

Note: Security Access Levels enable you to control which users have

access to specific ROCLINK 800 functions.

Use the ROCLINK 800 Security screen to set access to ROCLINK 800.

Note: Refer to Device Security for instructions on securing the ROC.

To access this screen, select Utilities > ROCLINK 800 Security. The ROCLINK 800 Security screen displays. Its table format enables you to define, by operator ID, password, and security level, who can log on to ROCLINK 800 and the screens which those IDs can access. You may define up to 32 different users.

Note: Utilities > ROCLINK 800 Security must match ROC >

Security (Device Security) in order for users to log into

ROCLINK 800.

Figure 3-9. ROCLINK 800 Security

Note: The default Ope rator ID is LOI. The default Password is 1000.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Security Access

Table 3-2 lists the system screens and their system-assigned security

1. Select Utilities > ROCLINK 800 Security.

2. Enter the three alphanumeric characters for the Operator ID, which

are typically the initials of the person who operates the device. Each Operator ID must be unique and is case-sensitive.

3. Enter the four numeric characters (between 0000 and 9999) to define

the operator Password. More than one user can have the same password.

4. Enter the desired Access Level for the user. 0 is the lowest (least

inclusive) access level and allows access to the fewest number of screens. 5 is the highest (most inclusive) access level and allows access to all screens. Each access level permits access to screens at that level and any inherited from lower access levels. For example, an operator ID with Access Level 3 can access screens with levels 0, 1, 2, and 3. Refer to Security Access Levels.

Note: Click the User Access Levels button to globally all access

levels.

5. Click the Save button.

Levels

access levels. The Menu Options focus on the activity while you use the Access Levels to increase or decrease responsibility levels within the Menu Options.

To access this screen, select Utilities > ROCLINK 800 Security > User Access Levels.

Notes:

 If you enable security on any port, at least one operator ID must

have the highest level of security (level 5).

 ROCLINK 800 rejects login requests if access levels are greater

than device security.

Table 3-2. Security Access Levels

Menu Menu Option Access Level

1 Configure Transaction History 5 15 View Display New 5 24 ROC Security 5 71 Utilities License Key Admin 107 5 72 Utilities License Key Administrator 800 5 80 Utilities Custom Display Editor 5 81 Utilities Custom EFM Report Editor 4 20 ROC Display Administrator 4 69 Utilities Update Firmware 4

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Menu Menu Option Access Level 70 Utilities Upgrade Hardware 4 74 Utilities User Program Administrator 3

2 File New 3 4 File Download 3

5 File Save Configuration 3 18 View Display From File 3 19 View Display From Device 3 23 ROC Clock 3 25 ROC Comm Ports 3 27 ROC Information 3 28 ROC Flags 3 29 Configure IO AI Points 3 30 Configure IO AO Points 3 31 Configure IO DI Points 3 32 Configure IO DO Points 3 33 Configure IO PI Points 3 34 Configure IO TC Points 3 35 Configure IO RTD Points 3 36 Configure IO System AI Points 3 37 Configure IO Soft Points 3 38 Configure IO Extended Soft Point 3 39 Configure IO MVS Sensor 3 40 Configure IO HART Points 3 41 Configure IO Setup 3 42 Configure IO Advanced Pulse Module 3 43 Configure IO ACIO Module 3 44 Configure IO Virtual Discrete Output 3 45 Configure Control FST Registers 3 46 Configure Control PID Loop 3 47 Configure Control Radio Power Control 3 48 Configure Control Sampler/Odorizer 3 49 Configure Control DS800 3 50 Configure History Segments 3 51 Configure HistoryPoints 3 52 Configure Opcode Table 3

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Menu Menu Option Access Level 53 Configure Modbus 3 54 Configure Rtu Network 3 55 Configure LCD User List 3 56 Configure User Data UD1 3 73 Utilities Convert EFM File 3 75 Utilities AI Calibration Values 3 76 Utilities MVS Calibration Values 3 77 Utilities FST Editor 3 78 Utilities Keypad Display Editor 3 79 Utilities Read File From Device 3 82 Utilities Options 3 84 Tools Data Logger 3

7 View EFM Report 2

8 View Calibration Report 2 22 ROC Collect Data 2 57 Meter Setup 2 58 Meter Setup 800 Station 2 59 Meter Setup 800 Orifice meter 2 60 Meter Setup 800 Linear meter 2 61 Meter Calibration 2 62 Meter Calibration 800 Orifice meter 2 63 Meter Calibration 800 Linear Meter 2 64 Meter Values 2 65 Meter Values 800 Orifice meter 2 66 Meter Values 800 Linear Meter 2 67 Meter Plate Change 2 68 Meter History 2

3 File open 1

6 File Print Configuration 1

9 View History From Device 1 10 View History From File 1 11 View Alarms From Device 1 12 View Alarms From File 1 13 View Events From Device 1 14 View Events From File 1

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Menu Menu Option Access Level 21 View I/O Monitor 1 26 ROC Memory 1 16 View Display Display 1 0 17 View Display Display 2 0 83 Utilities Communications Monitor 0

3.7.2 Device Security

Use the Device Security screen to control who has access to the Comm Ports on a specific device. When you enable this feature, you must log in to ROCLINK 800 to use the communications port. You can enable this feature on each communications port separately.

To access the Device Security screen, select ROC > Security. The Device Security screen displays. Refer to Adding and Deleting Users in Device Security.

Note: Any operator ID you define in ROC >Security (which defines

access to a device) must match an operator ID you also must define in Utilities > ROCLINK 800 Security (which defines access to the software). Without both components, an ID cannot log onto ROCLINK 800 and gain access to a ROC.

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Adding a User

To add an operator ID:

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Figure 3-10. Device Security

The default Operator ID is LOI; the default Password is 1000.

1. Select ROC > Security.

2. Click an Operator ID field to add, edit, or remove a user. Refer to

Security Access Levels for a full list of the access levels.

3.1.1.1 Adding and Deleting Users

This section details how to add and delete users in Device Security.

1. Select ROC > Security.

2. Click on an empty cell in the table. The Device Security dialog

displays.

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

Indicates the unique three alphanumeric

ID must be unique and is case-sensitive.

Sets the numeric characters (between 1 and 9999)

password.

Validates the password you entered in the Password field.

Sets the access level for this operator ID. 0 is the

Table 3-2.

Sets the groups to which this user belongs. This Display uses for secur i ty.

Figure 3-11. Device Security – User Table

3. Complete the dialog as described.

Operator ID

characters for the operator ID. This ID is typically the initials of the person who operates the device through that communications port. Each Operator

Password

for the password. More than one operator ID can have the same password.

Note: If you define a password with fewer than

four numbers (such as 123), do not place leading zeroes (such as 0123) before a

Confirm Password

Access Levels

lowest access level and allows access to the fewest number of screens. 5 is the highest access level and permits access to all screens. Each access level permits access to screens at that level and any inherited from lower access levels.

For example, the IDs with access level 3 can access screens with levels 0, 1, 2, and 3. Refer to

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Member of Groups

field corresponds to the groups the Keypad

ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Deleting a User

To delete an operator ID:

4. Click OK to add the user and close the dialog. The Device Security

screen displays, showing the user you have just added.

1. Select ROC > Security.

2. Click an Operator ID to delete.

3. Click Remove.

4. Click Yes to the confirmation dialog. The Device Security screen

displays, showing that the operator ID has been removed.

3.1.1.2 Groups Tab

Select ROC > Security > Groups tab to establish up to 20 unique groups that Keypad Display security uses.

Note: If your application does not require a keypad display, you do not

need to create groups.

To create a group:

1. Select ROC > Security.

2. Select the Groups tab. The Groups screen displays.

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Figure 3-12. Device Security – Groups tab

3. Enter a group name (such as Operators, Technicians, or

Supervisors) in each line.

4. Click Apply to save your groups. Note: You then use the Keypad Display Editor (Utilities > Keypad

Display Editor) to indicate which displays those particular groups may access. If your application does not require a keypad display, you do not need to create groups.

3.1.1.3 Comm Ports Tab

When you select the Comm Ports tab, the Comm Ports screen displays:

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Figure 3-13. Device Security – Comm Ports tab

For each communications port, select one of the following Security options:

 Disabled – All login requests are accepted.  User ID Enabled – Login requests are accepted if the Operator ID

and password are valid. Upon successful login, full access is allowed.

 User Access Level Enabled – Login requests are accepted if the

Operator ID and password are valid. Upon successful login, the user is restricted by access level. See Security Access Levels.

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Note: If you enable security on any port, at least one user must have the

highest level of security (level 5).

3.1.1.4 User/Group Summary Tab

The Device Security > User/Group Summary tab displays a table that summarizes the defined associations between users and groups. It reflects the users you defined on the Users tab and the groups you defined on the Groups tab.

You can also use this table to modify those associations. Click in a box to add (or remove) a user ID from a group. Click Apply to save any changes.

Figure 3-14. Device Security – User/Group Summary tab

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Chapter 4 – The File Menu

In This Chapter

4.1 New Configuration ................................................................................ 4-2

4.1.1 Configuration Checklist ............................................................. 4-2

4.1.2 Duplicating a Configuration ....................................................... 4-2

4.1.3 Creating a New Configuration File ............................................ 4-3

4.2 Opening a Configuration File ................................................................ 4-5

4.2.1 Configuration Tree Menu ........................................................... 4-6

4.2.2 Modifying an Existing Configuration File ................................... 4-7

4.2.3 Adding Modules to an Existing Configuration File (ROC800-

Series) ....................................................................................... 4-8

4.3 Downloading a Configuration .............................................................. 4-10

4.4 Saving a ROC User File ..................................................................... 4-12

4.5 Saving a Configuration ....................................................................... 4-12

4.6 Printing a Configuration ...................................................................... 4-12

4.7 Print ..................................................................................................... 4-14

4.8 Print Setup .......................................................................................... 4-14

4.9 Recent Files ........................................................................................ 4-15

4.10 Close ................................................................................................... 4-15

4.11 Exit ...................................................................................................... 4-15

Use the File Menu to print, open, close, and save configuration files. Configuration files contain all hardware and software settings for your ROC800-Series.

Figure 4-1. File Menu

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

4.1 New Configuration

You configure a ROC800-Series either by modifying an existing configuration file or by starting a new configuration file.

The full configuration procedure involves using the menu functions or Configuration Tree Menu to access the configuration screens. Some of the configuration screens may not be required for your application or may not be available for your type of ROC800-Series.

The following checklists present the order of configuration in a typical application. Omit configuration screens for modules and accessories that do not appear in your hardware configuration and for control elements (PID, FST, and such) that do not apply to your application.

4.1.1 Configuration Checklist

For a ROC800-Series:

 ROC menu > ROCLINK 800 Security (logon)  Device Directory > Comm Port > Properties (PC communication

configurations)

 ROC menu > Security (User List and Comm Port Security)  ROC menu > Clock  ROC menu > Information (system variables)  ROC menu > Comm Ports (FloBoss device communication

configurations)

 Configure menu > I/O menu > AI, AO, DI, DO, DOR, PI, TC, RTD,

MVS, HART, APM, ACIO, VDO and IEC62591

 Meter > Setup > Station  Meter > Setup > Orifice Meter  Meter > Setup > Linear Meter  Configure menu > Control menu > PID Loop  Configure menu > Control menu > FST Registers  Configure menu > History Segments  Utilities menu > FST Editor  View menu > Display > New or from File (for custom PC displays)  ROC menu > Flags (for saving and system variables to Flash

memory)

4.1.2 Duplicating a Configuration

You can duplicate the configuration for another ROC800-Series by using these menu functions in the following order:

1. File > Save Configuration to save a device’s configuration to a

specified file.

2. ROC > Direct Connect (Local Port) or Connect (modem) to

connect physically to the second unit, and then communicate.

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3. File > Download loads the configuration into the unit.

After you have loaded configuration data into the second FloBoss (Step

3) and changed it as needed, you can save the configuration to its own disk file by using Step 1.

4.1.3 Creating a New Configuration File

The New Configuration File screen allows you to create a configuration file off-line with the basic information about the meters and modules that will be installed on the ROC800-Series for which the new configuration was created.

1. Select File > New. The New Configuration File screen displays.

Figure 4-2. New File Configuration

2. Select ROC809 Version 1.XX or ROC800-Series Version 2.xx, or

RCO800-Series Version 3.xx from the File Type frame. The lower portion of the New File Configuration screen changes to reflect the ROC800-Series.

Note: As you define the modules and place them in slots on the

ROC800-Series, additional fields appear on the New Configuration File. Figure 4-3 shows a sample completed configuration.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Field

Description

File Type

Associates the file type with a specific device.

Control

Sets the type of I/O, CPU, or Comm Modules that Click  to select the module type.

Sets the number of Expanded Backplanes and the for which you are creating the configuration file.

Figure 4-3. New File Configuration (completed)

3. Review and complete the following fields:

Indicates the number of FSTs, Stations,

Configuration

Modules

Points/ Modules & Backplanes

Sampler/Odorizers, Meter Runs, Virtual DOs, and PID loops for the configuration.

Note: Activate only the necessary number of

devices for your device.

will reside in each of the module slots of the ROC.

number of Points per Module for the type of device

4. Once you have completed the configuration, click Start. The Save

As dialog box displays.

5. Enter a file name for the configuration file. Configuration files for

ROCLINK 800 use the extension .800.

6. Click Save. ROCLINK 800 saves the new configuration file, and

displays the following dialog.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

7. Click No to save the new configuration file and return to the New

Configuration File screen.

4.2 Opening a Configuration File

Use the Open option to open a configuration file stored on a PC’s hard drive. Once you open the configuration file, it automatically becomes the active configuration file and you may edit the file offline. You can also load the configuration file into the device using the Download function.

To open a configuration file:

1. Start ROCLINK 800.

2. Select File > Open. The Open dialog box displays.

3. Select a configuration file name and click Open. The configuration

file displays.

Notes:

 ROCLINK 800 files have the .800 extension.  If you receive an error when opening a configuration file, ensure

that your PC’s Regional Settings are configured correctly. Refer to Installing ROCKLINK 800 under Microsoft 10, 8 or Windows 7 (located in Chapter 1).

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Figure 4-4. Open File Configuration

4.2.1 Configuration Tree Menu

When you open a configuration file, the Configuration Tree appears on the left-hand side of the screen. The tree hierarchically displays the parts of a configuration (such as I/O, Meter Runs, and History) that you can change.

Figure 4-5. Configuration Tree Menu

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Option

Description

I/O

Lists all available inputs and outputs by type.

Control

Displays the FST Registers, PID Loop, Radio Power on the ROC > Information screen.

System

Displays Comm Port, Device Flags, and Opcode Table information.

Meter

Lists all available gas meters and all stations.

History

Displays all available History Segments and History Points.

User Program

Displays all user programs.

User Display

Accesses custom displays stored in the configuratio n custom user displays and user program displays).

Control, Sampler/Odorizer, and DS800 options enabled

file. The file can store a maximum of 246 displays (both

Double-click the desired function in the Configuration Tree to display the associated screen. Double-clicking an icon is the same as selecting the option in the menu bar or clicking a Toolbar button.

4.2.2 Modifying an Exist ing Configuration File

You can make modifications to an existing configuration file offline. This allows you to share configuration files between multiple devices and customize each configuration file to account for device differences.

To modify an existing configuration file:

1. Start ROCLINK 800.

2. Select File > Open. The Open dialog box displays.

3. Select a configuration file name and click Open. The configuration

file displays.

Note: ROCLINK 800 files have the .800 extension.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

Figure 4-6. Modifying Configuration File

4.2.3 Adding Modules to an Exi sting Configuration File (ROC800Series)

You can add modules to an existing ROC800-Series configuration file. To modify an existing configuration file:

1. Start ROCLINK 800.

2. Select File > Open. The Open dialog box displays.

3. Select a configuration file name and click Open. The configuration

file displays.

Note: ROCLINK 800 files have the .800 extension.

4. Right-click an empty slot to display a pop-up menu of available

modules.

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5. Select the appropriate module from the pop-up menu. An Add New

Module dialog displays.

Figure 4-7. Add New Module

6. Click Start to add the new module TLPs to the configuration file.

Figure 4-8. Add New Network Radio Module

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

7. Click Finish. A dialog displays warning you that all offline and

online connections must be closed to complete the operation.

Caution

Any unsaved changes to other configuration files are lost when the connections are closed.

Figure 4-9. Connection Must Be Closed

8. Click OK to close all online and offline connections and add the

new module to the configuration.

Figure 4-10. New Module Added

4.3 Downloading a Configuration

Use the Download option to download a saved configuration to a ROC.

1. Connect to the ROC.

2. Select File > Download. The Select Configuration File to Download

dialog displays.

3. Select a configuration file. ROCLINK 800 configuration files have

the extension .800.

4. Click Open. The Download Configuration screen displays.

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Figure 4-11. Download Configuration-Base Firmware Tab

5. Select only the configuration points you desire to download.

ROCLINK 800 grays out any items not configured in your configuration.

6. Select the User Defined Points tab. The User Defined screen

displays.

Figure 4-12. Download Configuration-User Defined Points Tab

7. Select only the User Defined Points you desire to download.

8. Click Download. ROCLINK 800 begins to download the

configuration points you have chosen, and displays the status, point type, and point number information as the download progresses.

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ROCLINK 800 Configuration Software User Manual (for ROC800-Series)

9. Click OK when the download completes.

10. Select ROC > Flags and click the Save Configuration for Flash

Memory button.

4.4 Saving a ROC User File

In addition to keeping backup copies of the configuration file, it is also good practice to keep a backup copy of the ROC_USER.mdb file. This file contains the communications, security, and password settings for the FloBoss.

To create a backup copy of the file: Open Windows Explorer and navigate to the folder where ROCLINK

800 software is located. Typically, this folder is C:\Program Files\ROCLINK800.

Create a copy of the ROC_USER.mdb file. Paste the copy into another folder on the PC or a disk.

4.5 Saving a Configuration

The Save Configuration option saves the current configuration of a connected device to a disk file. This feature is useful when creating a backup, when configuring similar ROC for the first time, or when making configuration changes off-line. Once a backup configuration file is created, it can be loaded into a device using File > Download.

1. Select File > Save Configuration. The Save As dialog box appears.

2. Type the desired File name of the backup file.

3. Click Save.

ROCLINK 800 configuration files have the extension .800.

4.6 Printing a Configuration

Use the Print Configuration option to specify the point types that you want to print.

1. Select File > Print Configuration. The Print Configuration Setup

screen displays.

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Remote Automation Solutions ROCLINK 800 Configuration Software User Manual (for ROC800-Series) Manuals & Guides

Specifications and Main Features

Frequently Asked Questions

User Manual

ROCLINK™ 800 Configuration Software User Manual (for ROC800-Series)

Contents

Chapter 1 – Introduction

1.1 ROCLINK 800 Software Basics

1.2 Computer Requirements

1.3 Contacting Technical Support

1.4 Software Installation

1.4.1 Installing ROCLINK 800 under Micros oft Windows 10, Windows 8 or Windows 7

Disabling User Account Control (Windows 10)

Disabling User Account Control (Windows 8)

Disabling User Account Control (Windows 7)

Changing Region Settings (Windows 10)

Changing Region Settings (Windows 8)

Changing Region Settings (Windows 7)

Enabling User Account Control (Windows 10)

Enabling User Account Control (Windows 8)

Enabling User Account Control (Windows 7)

1.4.2 Un-installing ROCLINK 800

1.5 Starting ROCLINK 800 Software

1.5.1 Logging On

1.6 User Interface Basics

1.6.1 Device Dynamic Interface

1.6.2 Standard Buttons

1.6.3 Toolbar Buttons

1.6.4 Configuration Tree Menu

1.6.5 Keystrokes

1.6.6 Help System

1.6.7 Basic Navigation

1.6.8 Text Boxes

Chapter 2 – Device Directory and Device Root

2.1 Device Directory

2.1.1 Communication Parameters Setup Screen

2.2 Device Root

2.2.1 Backing Up Configurations

2.2.2 Adding a Group

2.2.3 Deleting a Group

2.2.4 Adding a Device

2.2.5 Deleting a Device

2.2.6 Deleting All Devices

2.2.7 Renaming a Group or Device

Chapter 3 – Communications and Security

3.1 Communications

3.2 ROCLINK 800 Communications

3.2.1 ROCLINK 800 Communications Gener al Tab

3.2.2 ROCLINK 800 Communications Advanced tab

3.3 Communication Ports

3.4 Configuring Communications Ports

3.4.1 Configuring TCP/IP Communications on t he Ethernet Port

3.4.2 Comm Ports General Tab

3.4.3 Comm Ports Modem Tab

3.4.4 Comm Ports SRBX Tab

3.4.5 Comm Ports Store & Forward Tab

3.4.6 Comm Ports Diagnostics Tab

3.5 Connecting to a ROC

3.5.1 Direct Connect

3.5.2 Local Port (LOI)

3.5.3 Connect to a ROC

3.5.4 Successful Login

3.5.5 Disconnecting from a ROC

3.6 Troubleshooting Connection Errors

3.6.1 Troubleshooting ROCLINK 800 Communications

3.6.2 Troubleshooting TCP/IP Connecti ons

3.7 Security

3.7.1 ROCLINK 800 Security

3.7.2 Device Security

3.1.1.1 Adding and Deleting Users

3.1.1.2 Groups Tab

3.1.1.3 Comm Ports Tab

3.1.1.4 User/Group Summary Tab

Chapter 4 – The File Menu

4.1 New Configuration

4.1.1 Configuration Checklist

4.1.2 Duplicating a Configuration

4.1.3 Creating a New Configuration File

4.2 Opening a Configuration File

4.2.1 Configuration Tree Menu