Rosemount IO-Link Assistant Manuals & Guides

Rosemount™ IO-Link Assistant
Reference Manual
00809-0100-4113, Rev AA
July 2020
Safety messages
WARNING
Read this guide before working with the product. For personal and system safety, and for optimum product performance, ensure you thoroughly understand the contents before installing, using, or maintaining this product.Failure to follow these installation guidelines could result in death or serious injury. Use the equipment only as specified in this manual. Failure to do so may impair the protection provided by the equipment. Use the equipment only as specified. Failure to do so may impair the protection provided by the equipment. Ensure the device is installed by qualified personnel and in accordance with applicable code of practice. All operation described in this document must be carried out by authorized, trained personnel only.
Equipment modifications
Do not make changes to the source code or individual components. Changes such as this which are not explicitly stated in this document may forfeit any rights to technical support by the manufacturer.
Physical access
Unauthorized personnel may potentially cause significant damage to and/or misconfiguration of end users’ equipment. This could be intentional or unintentional and needs to be protected against.
Physical security is an important part of any security program and fundamental to protecting your system. Restrict physical access by unauthorized personnel to protect end users’ assets. This is true for all systems used within the facility.
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Reference Manual Contents
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Contents

Chapter 1 Overview................................................................................................................... 5
1.1 Functions and features.................................................................................................................5
Chapter 2 Installation.................................................................................................................7
2.1 System requirements...................................................................................................................7
2.2 Install program............................................................................................................................ 8
2.3 Upgrade software........................................................................................................................ 8
2.4 Select language........................................................................................................................... 8
2.5 Start program.............................................................................................................................. 8
2.6 Connect hardware....................................................................................................................... 9
2.7 Start screen overview...................................................................................................................9
Chapter 3 Configuration...........................................................................................................11
3.1 Set online parameters via the network.......................................................................................11
3.2 Set online parameters via USB IO-Link master............................................................................ 12
Chapter 4 Operation................................................................................................................ 13
4.1 Dashboard.................................................................................................................................13
4.2 Measurement indicators............................................................................................................ 14
4.3 Process data outputs................................................................................................................. 15
4.4 Set offline parameters............................................................................................................... 16
4.5 IODD/device catalog updates.................................................................................................... 17
Chapter 5 Troubleshooting...................................................................................................... 19
5.1 Software doesn't start................................................................................................................19
5.2 "No connected device was found!" error message appears......................................................... 19
5.3 Installation routine not completed.............................................................................................19
5.4 Poor display in web browser.......................................................................................................19
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Contents Reference Manual
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Reference Manual Overview
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1 Overview

1.1 Functions and features

The Rosemount IO-Link Assistant software offers the following options:
Parameter setting of IO-Link masters and devicesVia the network
Devices "point-to-point" via USB IO-Link master
Online and offline set-up of Rosemount IO-Link masters and devicesParameter setting
Loading parameters from an IO-Link sensor
Saving and loading sets of parameters in or from a file
Writing parameters to IO-Link devices
Support of IO-Link actuators
Graphic representation of process valuesEvaluation of measured values
Export of displayed measured values
The software can be used for simple and efficient parameter setting of IO-Link masters and sensors. The software is designed to reduce setup costs, increase plant up-time and simplify verification and evaluation of measured value curves during setup or maintenance.
CAUTION
Parameters of devices and sensors can only be set from the Rosemount IO-Link Assistant. Simultaneous parameter setting of devices and sensors with several Rosemount IO-Link Assistant instances or other software products is not supported and may cause problems.
WARNING
During parameter setting, the behavior of devices and sensors may change. This applies in particular if process values of actuators are changed via the Rosemount IO-Link Assistant. The user must ensure that no processes in operation will be impaired and that there is no risk for people or devices at any time.
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Overview Reference Manual
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2 Installation

2.1 System requirements

PC hardware
Minimum 2GB working memory
Minimum 5GB available hard disk space
One free Ethernet port
One free USB 2.0 port
Minimum CPU: Intel® Dual Core 2.0 GHz
PC software
Operating systemsMicrosoft® Windows™ 7 SP1
Microsoft Windows 8.1
Microsoft Windows 10
Microsoft Windows Server 2008 (release 2, service pack 1)
Microsoft Windows Server 2012
Microsoft Windows Server 2012 (release 2)
Microsoft Windows Server 2016
Web browsersGoogle℠ Chrome
Mozilla Firefox
Microsoft Internet Explorer 11
Microsoft Edge
Hardware accessories
IT network and the necessary accessories for the connection of computer and network
OPTION: USB IO-Link master (i.e. plug-in power supply, USB cable, M12 connection
cable for IO-Link devices)
OPTION: IO-Link master (i.e. voltage supply, network cable with M12 connector, M12
connection cable for IO-Link devices)
®
Note
Hardware accessories are not supplied.
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Installation
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Reference Manual

2.2 Install program

The program is installed on the PC using the .exe file.
Administrator rights are required for setup and operation of the software. Contact the administrator or IT operator.
Procedure
1. Double click the "Rosemount_IO_Link_Assistant_x.x.x.xxx_INSTALL.exe" file.
The setup window opens and displays the license conditions.
2. Agree to the license conditions, select Install, and follow the instructions of the
installation routine.
3. Close the setup window after successful installation.

2.3 Upgrade software

Procedure
1. Ask your Emerson representative for available upgrades.
The setup window opens and displays the license conditions.
2. Follow the instructions in Install program.
Note
The license key remains valid.

2.4 Select language

The interface language depends on the language selected in your browser.
Procedure
1. Set the required language in the browser settings for website display.
2. Restart or refresh the browser.
Note
Language versions of the software manual are available on Emerson.com.

2.5 Start program

Limited software
The software can be used in a limited environment without a license key. Functions of the limited environment:
IO-Link masters displayed with network address via the network
Read parameters from the master
Read device parameters via "point-to-point" connection
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Edit parameters on the surface (offline)
Writing data to a master or device is not possible
Dashboard functions for monitoring devices is offered without any restrictions (only
when point-to-point connection is used)
Licensing keys and functions
The license key is checked by clicking on the of:
License number
License
Note
The license key is supplied either inside the device package or via email.
Table 2-1: Functions by License
License Reading IO-Link
files via USB IO­Link master or network
Limited Yes Yes No No
Sensor Yes Yes Yes No
Device Yes Yes Yes Yes
Writing data via network to network IO-Link master

2.6 Connect hardware

Procedure
When network is used:
1.
Connect the PC to the network via a suitable network cable.
When the USB IO-Link master is used:
2. Connect the USB IO-Link master to the PC and the plug-in power supply.
3. For sensors with display or indication of the readiness for operation, check whether
the unit is in operation.
LIMITED information. The license key consists
Writing data via USB IO-Link master to IO-Link device
Writing data via network IO-Link master to IO-Link device
Note
The corresponding device is supplied with voltage via the USB IO-Link master.

2.7 Start screen overview

The start screen is displayed in the language that is set in the browser (see Install
program).
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A: Setup
B: Dashboard
C: Device catalog
D: < or >
E: ONLINE
F: OFFLINE
G: Read IO-Link parameters from the device
Parameter setting of IO­Link masters and IO-Link devices
Display mode of all measured values available online
Quick access to IODD files for offline parameter setting via article number
Hides or shows menu catalog respectively, ONLINE and OFFLINE
Detected interface/device is displayed.
Selection list from manufacturer to article number (activates IODD file for offline parameter setting)
Read parameters from the master or device
H: Write IO-Link parameters to the device
I: Write IO-Link parameters to selected devices
J: Load parameters from a file
K: Company details
L: Save parameters to a file
M: Search for updates of IODD files
N: Header with information and photo of read device
Write set parameter values to the master or device
Write set parameter values to the master or device and to several detected, selected devices in offline mode
Upload stored parameter settings (lrp file) from a directory
Show company details
Save parameter values in an lrp file
Download new IODD files from the internet (can also delete installed IODD files)
Device name, vendor, device ID, serial number, device type, hardware/ firmware revision (internal version ID), device status (only for online parameter setting)
General icons
Opens a print preview of the displayed parameters in a separate browser window. It contains parameter names, the current and the preset parameter value (factory setting), maximum and minimum setting parameter values, and short description of the parameter. In the print preview, remarks can be added and printed.
Opens software manual in a separate browser window.
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Reference Manual Configuration
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3 Configuration

3.1 Set online parameters via the network

Procedure
1. Ensure PC is connected to the network.
2. Click .
Parameters of the connected IO-Link master display.

3.1.1 Display additional IO-Link masters

3.1.2
If there is an IO-Link device connected via a USB IO-Link master, this device will be displayed under USB first. To additionally display the IO-Link masters in the connected network:
Procedure
1. Click the Devices list.
2. Click
All detected IO-Link masters display in the ONLINE pane.
3. Adapt the network address of the PC in the network and sharing center.
The device detects IO-Link masters with network addresses deviating from the PC network address in the networks. The parameters cannot be changed in this case.
4. Click .
If the IO-Link masters display with Application Tag, the network settings are correct.
5. In the Devices list, select the IO-Link master.
Parameter settings for the selected IO-Link master display in the main window.
6. To set parameters (e.g. IP address, Application tag), see the respective instructions
of the IO-Link master.
.

Identify physical device

The Devices list shows the used ports of the IO-Link master.
Procedure
1. Click the radio button next to the displayed IO-Link master.
The radio button displays only if the device supports this function.
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2. While the LED RDY on the IO-Link master flashes and radio button flashes orange,
click the radio button again. The device LED and radio button flash permanently.
3. Click the radio button again.
The device LED and the radio button flashing stops. Refreshing or closing the browser window also stops the flashing.

3.1.3 Edit device parameters

From version 1.5, the device supports the safety function of IO-Link masters, provided the devices are equipped with this function. The safety function allows access to the device via the IoT interface to be password-protected (i.e. Security mode HTTPS and Security password parameters). For configuration, see the IO-Link master instructions.
Procedure
1. Click P1 to show the device on port 1.
Parameters of the connected IO-Link device display.
2. For a targeted input of parameters, select the requested category and edit the
parameters.
3. Click .
The Auto refresh function allows available device parameter values to display in an additional column (i.e. Device value). Writing to the device is always done using the
icon.
3.1.4

Search for missing IODD

If an IODD is not yet installed for a connected device that has been found, the Rosemount IO-Link Assistant inquires if a corresponding IODD is to be searched on the internet
Procedure
1. Verify internet connection.
2. Click Yes to start the search.

3.2 Set online parameters via USB IO-Link master

Procedure
1. Ensure IO-Link device is connected to the PC via the USB IO-Link master.
2. Click .
Parameters of the connected sensor display. Used interface and detected sensor display in the ONLINE pane. The All setting is set by default. All displayed parameters may be edited. For a targeted input of parameters, click the appropriate category button and edit the parameter.
3. Edit the necessary parameter(s).
4. Click
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to write parameters to the device.
Reference Manual Operation
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4 Operation

4.1 Dashboard

The dashboard consists of the following:
Display instruments
Chart
Figure 4-1: Dashboard Components
Measured values and switching states are displayed in the form of display instruments in the respective current condition
Representation of the measured values and/or switching states in a time diagram
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A: Display instruments
B: Events
C: Process data output
D: Set device sampling rate
Simplified graphical representation of the outputs
Events display with code, name, and time (a tool tip shows further detailed information about the event)
Status/values of process data outputs display; outputs can be set
Transmission rate setting of the new measured values (number of measured values detected per time unit)
E: Export measured values
F: Chart
G: Edit/ configuration
H: Add/delete data sources
Measured values of the chart are stored in a .csv file
Graphical representation of measured values and switching states over a defined period of time (the legend indicates which characteristic curve refers to which measured value)
Edit diagram labeling, define time range of the X axis, and activate/ deactivate legend
Activate/deactivate display of detected data sources in the chart
Note
The maximum recording time for capturing process data via the dashboard is 60 minutes. The possible recording time, however, may vary and depends on the set time range of the x axis (standard value: 10 minutes).
NOTICE
The Rosemount IO-Link Assistant only records the measured values of the device selected in the dashboard: As soon as a device is selected in the dashboard that provides process values, the application starts to record the measured values. Selecting another device interrupts the recording of the measured values of this device. When the first device is selected again, the recording is continued with a time gap. This gap in the measured values will also be present in the exported .csv file. The application only exports the recorded measured values of the device selected at the time of export.

4.2 Measurement indicators

Indicator type Description Reference image
Pointer instrument This display format is inspired
by manometers and typically used for pressure measurements in bar/psi/MPa.
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Indicator type Description Reference image
Bar graph This indicator is used for
process values typically not displayed as a manometer or thermometer.
Thermometer This display format is based on
thermometer design and used for temperature measurements in °F and °C .
Status switch This indicator is used to display
digital I/O signals and only displays one setting:
ON: active or high output
OFF: inactive or low output

4.3 Process data outputs

It is possible to set the outputs for some IO-Link devices. The process data outputs are set in the dashboard. Displaying the window for the process data outputs is toggled using the
icon. The following elements are available to change the outputs:
Switch
Input field
Slider bar
List
Note
The setting options and elements available depend on the connected device and possibly the configured operating mode. If the operating mode can be set, it can be changed in the
Setup menu.
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4.3.1 Change outputs via switch

Procedure
1. Click to access the Setup menu.
2. Click .
A window with all process data outputs that can be changed displays (activated outputs are marked with a red square, deactivated with a gray square).
3. Click to activate/deactivate the requested outputs.
Note
The outputs are directly set with the configured values.
4.3.2

Change outputs via other operating elements

Procedure
1. Enter requested values into the input fields and press Enter.
The respective sliders adjust accordingly.
2. Click and drag as needed to move the sliders into required positions.
The values in corresponding fields adjust accordingly.
3. Select the required values from the lists.
Changed values are marked with a "pen" icon.
Note
The total number of changes displays toward the top of the window.
4. Click the pen icon to set only this output with the displayed value.
The output is set with the configured value, the pen icon disappears, and the number of changes decreases by one.
5. Click Write all changes to device.
All changed outputs are set with the configured values, all pen icons disappear, and the number of changes is set to zero.

4.4 Set offline parameters

Offline parameter setting allows editing of a parameter set without connecting a corresponding device. Only the IODD is required for the device to be set. For Emerson devices, the IODD is stored in the Rosemount IO-Link Assistant. For devices from other manufacturers, the corresponding IODDs can be downloaded and installed from the internet.
Procedure
1. In the field below Device catalog, enter the requested article number.
A list of product IDs display in the device catalog.
2. Click the desired product ID.
The set of corresponding device parameters displays and may be edited.
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3. In the Value column, click to select the desired setting and edit as needed.
Invalid values are marked with a red "X"; the value must be selected from the range between the minimum and maximum values.
4. Click to save the parameter set as an .lrp file.
The file is saved to the download directory (if any parameter is invalid, the file cannot be saved and a corresponding message will display).
Note
In offline mode, reading of or writing to a connected device is not possible. The saved file with the parameters can only be accessed in the online mode and then be written to the device.
Operation

4.5 IODD/device catalog updates

The Rosemount IO-Link Assistant provides an easy way to keep the IODDs and device catalog current. For an online update, an internet connection is required.
4.5.1
4.5.2

Download and install IODD files

Offline parameter setting allows editing of a parameter set without connecting a corresponding device. Only the IODD is required for the device to be set. For Emerson devices, the IODD is stored in the Rosemount IO-Link Assistant. For devices from other manufacturers, the corresponding IODDs can be downloaded and installed from the internet.
Procedure
1. Click
The Device description files (IODD): download and install window opens.
Note
The Updates radio button is selected and all files are checked by default.
2. If necessary, select another manufacturer to download new IODDs.
3. Check those IODDs that are to be installed or updated.
4. Click OK.
A window with information about the update of the device definitions (IODDs) appears.
.

Export IODD files

As an alternative, IODDs can be saved as a file on a storage medium and imported later.
Procedure
1. Click .
2. Click Browsing....
3. Select the storage medium and highlight the file.
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4. Click Open.
An informational window appears about the device definitions (IODDs) update.

4.5.3 Delete IODD files

Procedure
1. Click .
The Device description files (IODD): download and install window opens.
2. Click Remove device description files (IODDs).
3. Select the IODD files to be deleted.
4. Click OK.
5. Acknowledge the confirmation prompt to delete the selected IODDs.
An informational window appears about the device definitions (IODDs) update.
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Reference Manual Troubleshooting
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5 Troubleshooting

5.1 Software doesn't start

Recommended actions
Reboot the computer.

5.2 "No connected device was found!" error message appears

Potential cause: sensor not detected
Recommended actions
1. Disconnect USB connection between the PC and USB IO-Link master.
2. Wait 30 seconds and reconnect USB cable.
3. Restart the procedure.
4. Enter the device license key.
5. Check network connection.
6. Check network settings.
7. Check IP address of the computer and, if necessary, assign a static IP address.
8. Check firewall settings and, if necessary, disable the firewall.

5.3 Installation routine not completed

Potential cause: a module not detected correctly, or wrong driver selected
Recommended actions
1. End the installation.
2. Start uninstall process.
3. Reboot the computer.
4. Restart the installation process.

5.4 Poor display in web browser

Note
A poor display does not impact function.
Recommended actions
1. Refresh browser window (F5 key).
2. Use an alternative browser (see System requirements).
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