Yokogawa YVP20S User Manual

User’s Manual
YVP Management Software ValveNavi
IM 21B04C50-01E
Yokogawa Electric Corporation
IM 21B04C50-01E
5th Edition
YVP Management software ValveNavi
IM 21B04C50-01E 5th Edition
CONTENTS
1. INTRODUCTION ...................................................................................... 1-1
1.1 About This Manual .......................................................................................... 1-1
1.2 Software License Agreement ......................................................................... 1-2
1.3 About This Software ....................................................................................... 1-3
1.4 Important Safety Warnings ............................................................................. 1-3
1.5 Trademarks, Copyrights, and Patents............................................................ 1-4
2. INTRODUCTION TO ValveNavi ................................................................ 2-1
2.1 What is ValveNavi? .......................................................................................... 2-1
2.2 ValveNavi Specifications ................................................................................ 2-1
2.3 Combination of ValveNavi & YVP ................................................................... 2-1
2.4 What is FOUNDATION® Fieldbus? ................................................................. 2-2
2.4.1 Guide to a successful Foundation fieldbus installation....................... 2-3
3. INSTALLATION OF HARDWARE AND SOFTWARE ............................... 3-1
3.1 What you need to get started with ValveNavi ................................................ 3-1
3.2 Reference Model Process............................................................................... 3-2
3.2.1 Wiring requirements ......................................................................... 3-3
3.3 Installing NI-FBUS ........................................................................................... 3-4
3.3.1 Configure the NI-FBUS interface card safely for different tasks ......... 3-4
3.3.2 Installing the Device Descripfions (DD) with NI-FBUS Interface
Configuration Utility........................................................................... 3-6
3.3.3 Location of DD files and .DCT file ..................................................... 3-7
4. ValveNavi ADMINISTRATION ................................................................. 4-1
4.1 Hardware and Software Requirements .......................................................... 4-1
4.2 Installing ValveNavi ......................................................................................... 4-1
4.3 Trial Period ...................................................................................................... 4-2
4.4 Licensed User Process ................................................................................... 4-3
4.5 Logging on with Registration ......................................................................... 4-4
4.6 Setting Up User Accounts .............................................................................. 4-5
4.6.1 System Administration, Passwords, and Privilege Levels ................. 4-5
4.6.2 Start the Administration Program ...................................................... 4-5
4.6.3 Privilege Levels................................................................................. 4-6
4.7 Finish ValveNavi .............................................................................................. 4-8
Media No. IM 21B04C50-01E 5th Edition : Sep. 2009 (YK) All Rights Reserved Copyright © 2001, Yokogawa Electric Corporation
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5. FOUNDATION FIELDBUS OVERVIEW .................................................... 5-1
6. QUICK TOUR OF ValveNavi .................................................................... 6-1
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5.1 Reference Model Process Used in This User’s Manual ................................. 5-1
5.1.1 P & I D .............................................................................................. 5-2
5.1.2 Function block links........................................................................... 5-3
5.2 Device Operational States and Block Modes ................................................ 5-5
5.3 Block Modes .................................................................................................... 5-7
5.4 Examples of IVI Operational States ............................................................... 5-9
5.5 Changing Operational States ....................................................................... 5-12
6.1 Introduction ..................................................................................................... 6-1
6.2 Fieldbus Device Tree ....................................................................................... 6-2
6.3 Menu Bar and Tool Bar .................................................................................... 6-3
6.3.1 Menu items ....................................................................................... 6-3
6.3.2 Toolbar icons .................................................................................... 6-3
6.4 Control Valve Faceplate .................................................................................. 6-4
6.5 Companion Device Display Frame ................................................................. 6-5
6.6 Status Frame ................................................................................................... 6-5
6.7 Accessing Services in ValveNavi ................................................................... 6-6
6.8 Setup Wizard ................................................................................................... 6-7
6.8.1 Actuator Wizard ................................................................................ 6-8
6.8.2 Tuning Wizard ................................................................................... 6-9
6.8.3 Travel Calibration Wizard ................................................................ 6-10
6.8.4 Position Control Limits - Wizard....................................................... 6-11
6.8.5 Finish - Setup Wizard ...................................................................... 6-12
6.9 Configuration Services ................................................................................. 6-13
6.10 Calibration Services ..................................................................................... 6-14
6.11 Diagnostic Services ...................................................................................... 6-15
6.12 Operation State ............................................................................................. 6-16
6.13 Device Query ................................................................................................. 6-17
6.14 PID Control Dialog ........................................................................................ 6-18
6.15 Rescan ........................................................................................................... 6-19
6.16 About ............................................................................................................. 6-19
6.17 Online Help .................................................................................................... 6-20
7. INTEGRATED VALVE INTERFACE (IVI)................................................... 7-1
7.1 Device Selection ............................................................................................. 7-3
7.1.1 The Pop-Up Menu In Device Selection .............................................. 7-4
7.1.2 Setting Device as LM or Basic Device ............................................... 7-5
7.2 Control Valve Faceplate .................................................................................. 7-6
7.2.1 Selected Device................................................................................ 7-6
7.2.2 Block Actual Mode ............................................................................ 7-7
7.2.3 Position............................................................................................. 7-7
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7.2.4 Other Status ..................................................................................... 7-7
7.2.5 Temperature, Pressure, and I/P Graphs ............................................ 7-8
7.3 Companion Device.......................................................................................... 7-8
8. SETUP WIZARD ...................................................................................... 8-1
8.1 Introduction to Setup Wizard .......................................................................... 8-1
8.2 Actuator Wizard ............................................................................................... 8-2
8.3 Tuning Wizard .................................................................................................. 8-3
8.4 Travel Calibration Wizard ................................................................................ 8-5
8.5 Position Control limits Wizard ........................................................................ 8-6
8.6 Finish-Setup Wizard ........................................................................................ 8-8
9. CONFIGURATION SERVICES ................................................................. 9-1
9.1 Configuration - General .................................................................................. 9-1
9.1.1 Device Info ........................................................................................ 9-2
9.1.2 Block Tag Info ................................................................................... 9-3
9.1.3 Others Installed ................................................................................ 9-3
9.2 Configuration - Position ................................................................................. 9-4
9.2.1 Servo Parameters ............................................................................. 9-4
9.2.2 Position Limit .................................................................................... 9-5
9.2.3 Limit Switch Threshold ...................................................................... 9-6
9.2.4 Fault Control ..................................................................................... 9-6
9.2.5 Servo Alarms (I/P Module Operating Point Fault Control) .................. 9-6
9.2.6 Advanced ......................................................................................... 9-7
9.2.7 Configuration - Advanced Position .................................................... 9-7
9.3 Configuration - Actuator ................................................................................. 9-8
9.3.1 Valve Action ...................................................................................... 9-8
9.3.2 Actuator Type .................................................................................... 9-8
9.3.3 Relay Type ........................................................................................ 9-9
9.3.4 Valve Type ........................................................................................ 9-9
9.3.5 Continuous Data Limit....................................................................... 9-9
9.3.6 Model And Serial Number of Valve ................................................. 9-10
9.4 Configuration - AO Block.............................................................................. 9-11
9.4.1 Limits .............................................................................................. 9-11
9.4.2 Configuration - AO Block Options .................................................... 9-12
9.5 Configuration - PID Block ............................................................................. 9-13
9.5.1 PID Parameters .............................................................................. 9-13
9.5.2 Limits .............................................................................................. 9-14
9.5.3 PV Scale......................................................................................... 9-15
9.5.4 Configuration - PID Options ............................................................ 9-15
9.6 Configuration - Options ................................................................................ 9-17
9.6.1 Characterization Frame .................................................................. 9-17
9.6.2 Pressure Frame .............................................................................. 9-21
9.6.3 Others Frame ................................................................................. 9-21
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10. CALIBRATION SERVICES .................................................................... 10-1
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10.1 Calibration - Range ....................................................................................... 10-1
10.1.1 Find Range Result .......................................................................... 10-2
10.1.2 GO ................................................................................................. 10-2
10.1.3 Auto Stop Limits .............................................................................. 10-2
10.1.4 Manual Stop Limits ......................................................................... 10-3
10.2 Calibration - Tuning ....................................................................................... 10-4
10.2.1 Auto Tune ....................................................................................... 10-5
10.2.2 Auto Tune Result ............................................................................. 10-6
10.2.3 Search Stops and Auto Tune In One Step ....................................... 10-6
10.2.4 Manual parameter adjustment ........................................................ 10-7
10.3 Travel Calibration .......................................................................................... 10-8
10.3.1 Calibration Result ......................................................................... 10-10
10.3.2 Apply Calib ................................................................................... 10-10
10.3.3 Pick Target Position for Calibration ............................................... 10-10
10.4 Calibration - Advanced Position Servo Tuning Parameters ...................... 10-11
11. PID BLOCK SERVICES ......................................................................... 11-1
11.1 States and Modes ......................................................................................... 11-2
11.2 Tuning Parameters ........................................................................................ 11-3
11.3 Simulation Function...................................................................................... 11-4
11.3.1 Simulation State ............................................................................. 11-4
12. TRENDING SERVICE ............................................................................ 12-1
12.1 Trend Selection ............................................................................................. 12-3
12.2 Scope Settings .............................................................................................. 12-4
12.3 Saving and Opening Trend Files .................................................................. 12-5
12.4 Changing Valve Position while Trending ...................................................... 12-6
12.5 Closing the Trend Service ............................................................................. 12-6
13. SAVING, DOWNLOADING, AND CLONING A CONFIGURATION......... 13-1
13.1 Open File ....................................................................................................... 13-1
13.2 Save to File .................................................................................................... 13-2
13.3 Download ...................................................................................................... 13-3
13.4 Copy a Configuration to a New Positioner .................................................. 13-5
14. DIAGNOSTIC SERVICES ...................................................................... 14-1
14.1 General .......................................................................................................... 14-1
14.2 Self Check ..................................................................................................... 14-3
14.3 Signature ....................................................................................................... 14-5
14.3.1 Actuator Signature .......................................................................... 14-6
14.3.2 Extended Actuator Signature .......................................................... 14-9
14.3.3 High Resolution Actuator Signature .............................................. 14-11
14.3.4 Step Response Test ...................................................................... 14-11
14.3.5 Positioner Signature ..................................................................... 14-20
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14.3.6 Signature Selection ...................................................................... 14-22
14.3.7 Signature Setting .......................................................................... 14-23
14.3.8 Signature Measurement ............................................................... 14-24
14.3.9 Signature Graphs ......................................................................... 14-25
14.3.10 Graph Scale Setup ....................................................................... 14-27
14.3.11 Signature Summary ...................................................................... 14-28
14.3.12 Signature Notes ............................................................................ 14-29
15. QUERY SERVICES ................................................................................ 15-1
16. REPORTING SERVICES ....................................................................... 16-1
16.1 Configuration Report .................................................................................... 16-1
16.2 Communication Error Log ............................................................................ 16-2
17. FAILSAFE HANDLING .......................................................................... 17-1
17.1 Introduction ................................................................................................... 17-1
17.2 Failsafe Active Latched ................................................................................ 17-1
17.3 Failsafe Clear Latched .................................................................................. 17-2
17.4 Failsafe Clear Non-Latch .............................................................................. 17-2
17.5 To Exit Failsafe .............................................................................................. 17-3
17.5.1 If the Deviation Error Failsafe is set ................................................. 17-3
17.5.2 If the failsafe is caused by internal diagnostics ................................ 17-8
APPENDICES ............................................................................................... App-1
Appendix A Glossary and Acronyms ..................................................................... App-1
Appendix B Configuring DI Blocks to TB Channels .............................................. App-6
Appendix C Setting a Failsafe Strategy.................................................................. App-7
REVISION RECORD
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<Toc> <Ind> <1. INTRODUCTION>

1. INTRODUCTION

This User’s Manual gives instructions on handling of YVP Management Software “ValveNavi”(Model: YVP20S).
This software is to be used to setup the YVP110 advanced valve positioner; therefore, it is indispensable for users to read, understand and follow the instructions on the YVP110 user’s manual (IM 21B04C01-01E) BEFORE actually starting the operation.
It is also highly recommended to become well-informed about Foundation Fieldbus Communication by reading the materials as follows.
Referential materials issued by Yokogawa Electric Corp.
TI 38K02A01-01E Fieldbus Book - A Tutorial
TI 38K03A01-01E Fieldbus Technical Information
For the continuous usage of the software, the registration is required. Please read the corresponding part in this manual and complete the necessary procedures.

1.1 About This Manual

1-1
This manual should be delivered to the end user.
The information contained in this manual is subject to change without prior notice.
The information contained in this manual, in whole or part, shall not be transcribed or copied without YOKOGAWA’s written permission.
In no case does this manual guarantee the merchantability of the positioner or the software or its adaptability to a specific client needs.
Should any doubt or error be found in this manual, submit inquiries to your local dealer.
Changes to specifications, structure, and components used may not lead to the revision of this manual unless such changes affect the function and performance of the products.
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<Toc> <Ind> <1. INTRODUCTION>

1.2 Software License Agreement

Following is the software License Agreement which should be agreed by users before start using the software. The agreement will be shown when you install the software.
Yo k ogawa Electric Corporation Software License Agreement
This is a legal agreement between you and Yokogawa Electric Corporation. By selecting Accept or by using the software, you agree to be bound by the terms of this agreement. If you do not agree to the terms of this agreement, select Not Accept.
1. Grant of License: This License Agreement permits you (Licensee) to use one copy of the specified version of the software identified above (Software) on any single computer.
2. Copyright: The Software is owned by Yokogawa Electric Corporation (Licensor) and its suppliers and is protected by Japan copyright laws and international treaty provisions. Therefore, Licensee must treat the Software like any other copyrighted material except that Licensee may either (a) make one copy of the Software solely for backup or archival pur­poses, or (b) transfer the Software to a single hard disk provided Licensee keeps the original solely for backup or archival purposes. Licensee may not reverse engineer, decompile or disassemble the Software.
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3. Limited Warranty: Licensor warrants that the Software will perform substantially in accordance with the accompanying printed materials for a period of ninety (90) days from the date of receipt. If the Software contains any material errors, malfunctions, or defects, Licensor shall exert a good faith effort either to correct or replace the Software, at the election of Licensor, which remedy shall be the exclusive remedy of Licensee for such errors, malfunctions or defects. If a reasonable amount of effort of Licensor or its supplier will not correct the error, then Licensor will have no further obligation to remedy such errors, malfunctions or defects.
LICENSOR MAKES NO OTHER REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING THE WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PA RTICULAR PURPOSE, WITH RESPECT TO THE SOFTWARE AND ASSOCIATED DOCUMENTATION.
IN NO EVENT SHALL LICENSOR BE LIABLE TO LICENSEE FOR INDIRECT, SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES (WHETHER DENOMINATED IN CON­TRACT, TORT, STRICT LIABILITY IN TORT, NEGLIGENCE OR OTHER THEORIES) OR FOR LOST PROFITS OR INCREASED EXPENSES ARISING OUT OF THIS AGREE­MENT OR THE USE OF THE SOFTWARE AND ASSOCIATED DOCUMENTATION.
IN NO EVENT SHALL THE TOTAL LIABILITY OF LICENSOR FOR DAMAGES TO LIC­ENSEE EXCEED THE SUM PAID BY LICENSEE TO LICENSOR FOR THE SOFTWARE AND ASSOCIATED DOCUMENTATION.
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1.3 About This Software

This software is intended for use only with Yokogawa YVP positioners. The positioners are intended for use with industrial compressed air systems only. Ensure that an adequate pressure relief provision is installed if application of system supply pressure could cause downstream equipment to malfunction. Installation should be in accordance with local and national compressed air and instrumentation codes.
Positioners certified for use in explosionproof/flameproof or intrinsically safe installations MUST:
a) Be installed in accordance with local and national codes for hazardous area
installations;
b) Be maintained only by qualified personnel with adequate training on hazardous area
instrumentation; and
c) Be maintained only by qualified personnel with adequate training in the use of
Foundation fieldbus.
This software is not intended for use in life support systems. This software is not intended for use in safety shutdown systems. Substitution of positioner parts and components may lead to unsafe operation or compromise performance.
Items sold by Yokogawa Electric Corp. are warranted to be free from defects in materials and workmanship for a period of one year from the date of shipment, provided said items are used according to Yokogawa’s recommended usages.
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Yo k ogawa reserves the right to discontinue manufacture of any product or change product materials, design, or specifications without notice.

1.4 Important Safety Warnings

These instructions contain WARNING, CAUTION, IMPORTANT, and NOTE where necessary to alert you to safety related or other important information. Please read these instructions carefully BEFORE this instrument is installed or maintained.
Although WARNING hazards is related to personal injury, and the CAUTION hazards involve equipment or property damage, it should be understood that operation of damaged equipment could, under certain operational conditions, result in degraded process system performance which may lead to personal injury or death. Therefore, comply fully with all WARNING, CAUTION, and IMPORTANT notices.
WARNING
indicates an imminently hazardous situation which, if not avoided, will result in death or serious injury.
CAUTION
indicates a potentially hazardous situation which, if not avoided, could result in injury or damage to the instrument.
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IMPORTANT
indicates a potentially hazardous situation which, if not avoided, may result in damage to the instrument or a system failure.
NOTE
Indicates important facts and conditions.

1.5 Trademarks, Copyrights, and Patents

YOKOGAWA and YVP are registered trademarks of Yokogawa Electric Corporation. HART is a registered trademark of the HART Communications Foundation. Pentium is a trademark of Intel Corporation. Internet Explorer and Windows are trademarks of Microsoft Corporation. FOUNDATION is a trademark of the Fieldbus Foundation, Inc. NI-FBUS is a trademark of National Instruments, Inc. Netscape and Navigator are trademarks of Netscape Communications Corporation. Masoneilan is a trademark of Dresser, Inc. Other company names and product names used in this manual are the registered trademarks or trademarks of their respective owners.
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2. INTRODUCTION TO ValveNavi

2.1 What is ValveNavi?

ValveNavi is a Windows software tool that makes it easy to configure, calibrate, and operate Foundation fieldbus pneumatic control valve positioners YVP110 with internal process control and limit switches. It fully supports the Foundation fieldbus specifications.

2.2 ValveNavi Specifications

Tab le 2.1 ValveNavi Specifications
2-1
Product name
Compatible OS
Interface Cards supported
Application Interface Software
Connection
Positioners supported
Blocks supported
Companion Device
Online Help
Configuration capability
Query capability
Trending
YVP Management Software (R2.3)
Windows 2000 service pack 4, XP service pack 2, or Vista service pack 1
National Instruments
AT-FBUS, PCI-FBUS, or PCMCIA-FBUS Interface card
NI-FBUS Communication Manager V. 3.0 or later For Vista V. 3.2.1 or later
Direct connected to segment.
Model YVP110-F
Resource Block (RB) Transducer Block (TB) with Device Description AO, DI, OS PID (optional)
Model YVP110-F
HTML help files viewed with browser
Device tag, node address, block tag, Transduser Block (TB) parameters
All block parameters
A polling method

2.3 Combination of ValveNavi & YVP

T001.eps
The table in below shows the limitation of the functions according to the combination between each revision of YVP110 and ValveNavi.
Tab le 2.2 Supported Functions by Release Number
Dev Rev
Without software
download functions
With software
download functions
: Applicable *1: Not applicable to link master and signature functions *2: Not applicable to double acting actuator ⌵Ⲑ〈: Not applicable
2
3
4
1
2
R1
*1
*2
N/A
N/A
R2.1
*2
*2
R2.2
*2
*2
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R2.3
T002.eps
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2.4 What is FOUNDATION® Fieldbus?

The Fieldbus Foundation summarizes the technology:
FOUNDATION fieldbus is an all-digital, serial, two-way communications system that serves as a Local Area Network (LAN) for factory/plant instrumentation and control devices. The fieldbus environment is the base level group of the digital networks in the hierarchy of plant networks. FOUNDATION fieldbus is used in both process and manufacturing automation applications.
Unlike proprietary network protocols, FOUNDATION fieldbus is neither owned by any individual company, or regulated by a single nation or standards body. The technology is controlled by the Fieldbus Foundation, a not-for-profit organization consisting of more than 100 of the world’s leading controls and instrumentation suppliers and end users.
While FOUNDATION fieldbus retains many of the desirable features of the 4-20 mA analog system, such as a standardized physical interface, bus-powered devices, and intrinsic safety options, it offers a host of additional benefits to users.
Device Interoperability
With interoperability, one fieldbus device can be replaced by a similar device with added functionality from a different supplier on the same fieldbus network while maintaining specified operations. This permits users to “mix and match” field devices and host systems from various suppliers. Individual fieldbus devices can also transmit and receive multivariable information, and communicate directly with each other over a common fieldbus.
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Enhanced Process Data
With FOUNDATION fieldbus, multiple variables from each device can be brought into the plant control system for archival, trend analysis, process optimization studies, and report generation. This access to accurate, high resolution data enables processes to be fine­tuned for better manufacturing throughout and reduced plant downtime. These efficiencies add up to higher plant performance and profitability.
Expanded View of the Process
Modern fieldbus devices, with powerful, microprocessor-based communications capabilities, permit process errors to be recognized faster, and with greater certainty. As a result, plant operators are notified of abnormal conditions or the need for preventive maintenance, and can make better production decisions. Problems that detract from operating efficiency are more quickly corrected, enabling yields to go up while raw material costs and regulatory problems decrease.
Improved Plant Safety
Fieldbus technology will help manufacturing plants keep up with increasingly stringent safety requirements. By providing operators with earlier notification and warning of pending and current hazardous conditions, fieldbus allows for corrective action before an unplanned shutdown. Enhanced plant diagnostic capabilities also reduce the need for frequent access to hazardous areas, thus minimizing the risks to field personnel.
Easier Predictive Maintenance
Enhanced device diagnostics capabilities make it possible to monitor and record such conditions as valve wear and transmitter fouling. Plant personnel are able to perform predictive maintenance without waiting for a scheduled shutdown, thus avoiding or reducing downtime.
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Reduced Wiring and Installation Costs
FOUNDATION fieldbus’ use of existing wiring and multi-drop connections provides significant savings in network installation costs. This includes reductions in intrinsic safety barrier termination and cable costs, particularly in areas where wiring is already in place. Additional cost savings can be achieved through the decreased time required for construction and start-up, as well as simplified programming of control and logic functions using software control

2.4.1 Guide to a successful Foundation fieldbus installation

There are many levels of skills required for a successful Foundation fieldbus installation. It is beyond the scope of the ValveNavi software user’s manual to cover all phases of fieldbus design and installation. Prior to using the ValveNavi software the fieldbus segment must be running properly, without wiring, installation, power supply, or configuration irregularities. The YVP positioner must be mounted on a control valve. Numerous resources are available to cover each of these installation issues.
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3. INSTALLATION OF HARDWARE AND SOFTWARE

3.1 What you need to get started with ValveNavi

To begin using ValveNavi the following tools and software are needed.
•ValveNavi software on its installation CD-ROM
•A PC running Windows 2000 service pack 4 , XP service pack 2, or Vista service pack 1
National Instruments AT-FBUS, PCI-FBUS or PCMCIA-FBUS interface card and NI­FBUS software V. 3.0 or later, for Vista V. 3.2.1 or later
Instruction manuals for the NI-FBUS interface card and software
The Model YVP110 positioner installed on a valve
The Model YVP110 User’s Manual
•A Foundation fieldbus power supply and power conditioner with terminators
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Additional fieldbus devices that will be installed on the bus segment (optional)
Before we can describe installation of ValveNavi software we must first describe the pro­cess for installing the Foundation fieldbus communications hardware and software. To help to reduce the need for terminology that used in digital communications, we will refer to an example reference process and Foundation fieldbus segment.
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3.2 Reference Model Process

Throughout this manual we will use a simplified Fieldbus Reference Model Process. This is an example of a simple process (It is not a practical process) that illustrates many elements of Foundation fieldbus that are required in a successful installation.
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Figure 3.1 ValveNavi Reference Model Fieldbus Segment
This User’s manual is intended to instruct the use of the ValveNavi software with a Yo k ogawa YVP valve positioner. ValveNavi may be used offline but is normally connected to a YVP positioner. Prior to using ValveNavi:
The positioner must be correctly installed on a valve and connected to an air supply. See the YVP110 User’s Manual(IM 21B04C01-01E).
The PC running ValveNavi must have a National Instrument AT-FBUS, PCI-FBUS or PCMCIA-FBUS interface card installed and configured in the Windows registry. Care­fully follow the installation instructions provided with the interface card.
WARNING
Improper setup can interfere with process control.
NI-FBUS communications manager software must be setup and running.
The positioner must be assigned a fieldbus node address and a device tag. It is recommended that this be performed while the device is connected as a single device to a test segment, not while connected to an operating control segment. This will require a different configuration of the interface card.
The entire fieldbus segment must be configured, with all required function blocks soft­wired and scheduled.
Wiring practices for Foundation fieldbus differs significantly from 4 to 20 mA instrument wiring. Please Refer to the Foundation Fieldbus Application Guide 31.25 kbits/s Wiring and Installation, AG-140 Revision 1.0 or later. However, a few remarks regarding wiring of the devices are included here. The positioner must be installed properly on a segment before the ValveNavi software can be used.
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3.2.1 Wiring requirements

Note that there are cable requirements that must be met for reliable installations. The cable used must support the digital data signals without reflections, noise or attenuation. The type A cable should be used whenever possible and especially for long transmission distances or for segments with many branches (spurs).
Power conditioner
Use a power conditioner for each segment. The conditioner must be foundation fieldbus compliant. The power conditioner functions to isolate the digital signals from the power source.
Power supply
The YVP positioner complies with the foundation specification voltage requirements of 9 to 32 volts. The power supply must conform to these requirements with consideration for the current drawn by all devices powered by the segment. The YVP maximum current consumption is 17 mA.
Terminator
Every fieldbus segment requires two (and only two) approved terminators. Terminators are passive circuits that damp signal reflections in the circuit. For simple segments having short runs and few spurs, the terminator location can be at each end of the longest cable. For very short cables both terminators can even be located in the power conditioner.
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<Toc> <Ind> <3. INSTALLATION OF HARDWARE AND SOFTWARE>

3.3 Installing NI-FBUS

ValveNavi software interfaces to the fieldbus segment through an interface card that must be installed in the PC running ValveNavi. The card is supplied with NI-FBUS installation software. ValveNavi is designed to operate only with National Instruments NI-FBUS cards, which are AT-FBUS, PCI-FBUS, or PCMCIA-FBUS.
Prior to using ValveNavi, install the NI-FBUS card and its software in accordance with the instructions provided by National Instruments, Inc. Note that the instructions are different for the AT card used in a desktop and the PCMCIA card normally used with a laptop. Furthermore, the instructions are different for Windows 2000, for Windows XP, and Windows Vista.
Note that there are two NI configuration tools that serve separate purposes:
NI-FBUS Interface Configuration Utility- This is used to install and set up interface boards. It provides access to IRQ and memory settings needed for Windows. It provides tools for importing DD’s. It is described in the Getting Started manual supplied with the NI-FBUS interface card.
NI-FBUS Fieldbus Configuration System- This is the tool for configuring the Foundation fieldbus network, including the devices, setting up the control strategy, and schedule. It is described in the NI-FBUS Configurator User Manual installed in the program online help. After opening the NI-FBUS Fieldbus Configuration System, click Help>>Online Help to open the manual in PDF format.
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WARNING
Do not configure the interface as a Link Master when connecting to the segment with an existing host. Disruption of control may result.

3.3.1 Configure the NI-FBUS interface card safely for different tasks

The configuration of a portable PC for use with ValveNavi will vary depending on the immediate task. If ValveNavi will be used to maintain or configure a valve on an existing Foundation fieldbus segment, the PC running ValveNavi must configured carefully so it does not interfere with control communication. Two configurations are described in the following sections.
Tab le 3.1 Two configurations of the NI-FBUS Interface Card
To configure a positioner in the Foundation fieldbus segment with a host computer.
To configure a positioner in the segment without other host (Initial Setup, for example).
The NI-FBUS Interface card must be configured as a BASIC DEVICE at a Visitor address.
The NI-FBUS Interface card must be configured as a LINK MASTER DEVICE at a FIXED address (010 is recommended).
T0301.EPS
NOTE
A Visitor device will not start until connected to a running segment with an active LAS that can assign a node address to the visitor.
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Configuring the interface card to safely connect to the Foundation fieldbus segment with a host computer
If the YVP positioner is connected on a segment that has a host computer, the interface card and PC must be configured as a BASIC DEVICE at a Visitor address. Open the configuration utility (NI-FBUS Interface Configuration Utility) and follow the instructions in the NI manual.
Select Port and click Edit to bring up the Port dialog shown in Figure 3.2. Set the parameters exactly as shown in the figure, and click OK. (The Device Tag can be set to any name that will be meaningful when seen by a remote interface operating on the same segment.)
WARNING
ValveNavi is the tool for setup and maintenance. Do not connect it to the operating process. That may change the mode of YVP and cause unpredictable stop or events on the process. Use it only when the process is OFFLINE.
3-5
Figure 3.2 NI-FBUS Interface configuration utility setting the card as a Basic Device
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Configure the interface card for one to one Communication
The visitor configuration described previously will not work if the only devices that are connected to the segment are YVP positioner and the NI-FBUS interface card, because there will be no link master to schedule messages. It is necessary, therefore, to configure the interface card as a link master, exactly as shown in Figure 3.3. (The interface name and Device Tag may be any convenient names. The names will not be seen by any other interfaces and are not important.)
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Figure 3.3 Configure the interface as Link Master

3.3.2 Installing the Device Descripfions (DD) with NI-FBUS Interface Configuration Utility

The NI-FBUS Interface Configuration Utility must be used to install the DD for the YVP, and also to install the standard dictionary. If you do not have the DD file, you can download it from our web site. Visit the following web site or contact our subsidiaries.
http://www.yokogawa.com/fld
Step 1 Click [Import DD/CFF] and in the new dialog click [Browse]. Select the
desired .ffo file or .cff file and click [Open]. In the import DD dialog click [OK]
Step 2 Repeat for each device that will communicate with ValveNavi.
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3.3.3 Location of DD files and .DCT file

After the DDs have been successfully installed, they will appear in the installation subdirectory of NI-FBUS. The form of the directory tree will be as shown in Table 3.2.
Tab le 3.2 NI-FBUS Installation Subdirectory Structure
NIFBUS (or other install directory name)
Data
594543 (YOKOGAWA's ID)
0001 (for YVP110 without software download function) 02nn.ffo* 02nn.sym 03nn.ffo 03nn.sym 04nn.ffo 04nn.sym 0007 (for YVP110 with software download function) 01nn.ffo* 01nn.sym 02nn.ffo 02nn.sym 03nn.ffo 03nn.sym XXXX (Other device type)
T0302.EPS
3-7
Note: ‘nn’ stands for two-digit value. The number may be changed by revision up.
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4. ValveNavi ADMINISTRATION

In the previous chapter, we described the installation of the Foundation fieldbus communications software and hardware. In this chapter, we will describe the procedures for installing ValveNavi software.
The ValveNavi installation procedures outlined in this chapter assume a working knowledge of Microsoft Windows, the Yokogawa YVP positioner, and of Foundation fieldbus communications and function block technology. For further information about the YVP positioner, see YVP110 User’s Manual (IM 21B04C01-01E).

4.1 Hardware and Software Requirements

ValveNavi runs on a standard IBM-compatible computer. To successfully install and run ValveNavi, the computer system must meet minimum hardware and software requirements. The following lists the minimum hardware and software requirements:
•Windows 2000 service pack 4, XP service pack 2, or Vista service pack 1 operating system
•Pentium 166 MHz microprocessor or faster
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CD-ROM drive
National Instruments NI-FBUS interface card and server software
500 MB of free hard disk space to install and run ValveNavi

4.2 Installing ValveNavi

ValveNavi is distributed on a CD-ROM for Windows 2000, Windows XP, or Windows Vista.
1. Insert the ValveNavi installation CD-ROM into the CD-ROM drive.
2. Click Start > Run, then type x:setup (x is the letter of the CD-ROM drive.)
3. Follow the prompts on your screen to complete the installation process.
ValveNavi Administration and ValveNavi Help are also installed along with ValveNavi. After successful installation of ValveNavi software, the system administrator of ValveNavi should change the default logon and password and set up user accounts through the ValveNavi Administration program. Secure the ValveNavi CD-ROM in order to provide system security. Anyone with access to the setup disk could reload the software and thereby get access to YVP devices. For more details, see 4.6.
NOTE
In case of ValveNavi install folder (ex: C¥Program Files¥ValveNavi) is not writable, some functions can not be used.
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4.3 Trial Period

To start up ValveNavi, double-click the ValveNavi icon generated on the desktop.
This will open the Registration screen. Type your name and company name there. ValveNavi can be used for 60 days without entering the serial number after installation on a PC. If you are not a licensed user, leave the serial number box blank, then press OK. The evaluation or trial period for the software is up to 60 days from the first day it is used, and this time process will not be cleared even when uninstalling and reinstalling the software.
4-2
Figure 4.1 Dialog box showing trial limits
Click OK and logon in the ValveNavi Logon dialog (Figure 4.2). See page 4-6 for setting up individual ValveNavi accounts and privileges.
Figure 4.2 Logon dialog
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4.4 Licensed User Process

Permanent use of this software requires a license for each computer on which it will be used. If you purchased a licensed copy of ValveNavi, you will have received a CD-ROM with a serial number. DO NOT LOSE THIS SERIAL NUMBER. KEEP IT IN A SECURE LOCATION.
To start using ValveNavi as a licensed user, in the required information in the Installation dialog (Figure 4.3), including the name of the person responsible for the registered software, the company name and the software serial number, and press OK.
4-3
Figure 4.3 Installation Dialog
Once licensed with proper registration information, this registration dialog will no longer open unless it is opened from the Help menu. Click Help/Installation Info to access the Registration dialog.
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4.5 Logging on with Registration

Once you complete the registration of the software, you will enter from the logon screen as shown in Figure 4.4.
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Figure 4.4 Logon Screen
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4.6 Setting Up User Accounts

4.6.1 System Administration, Passwords, and Privilege Levels

In a plant with many users with various levels of training and responsibility, it is often desirable to restrict certain users access to a limited range of functions. Starting the ValveNavi program requires a valid account with a user name and a password for each user. The privilege level associated with a ValveNavi account determines which functions of the program the user is allowed to access.
The ValveNavi Administration program allows the administrator to perform all user account administrative functions to run ValveNavi and to control access to the functionality of the YVP positioner.
These administrative functions include:
Adding new user accounts
Deleting existing user accounts
Changing existing user accounts
Adjusting privilege levels
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4.6.2 Start the Administration Program

After installation of ValveNavi, the ValveNavi administrator should change the default passwords, set up the initial user accounts through the Admin program, and secure the setup disk. Anyone with access to the setup disk could reload the software and thereby get access to YVP devices.
To start ValveNavi Admininistration, select Start->Program->ValveNavi->ValveNavi Admininistration. The administrative program prompts you for a logon name and password. Log in for the first time with an administrator account. Enter the default logon name (“Admin”) and leave password blank. (Note: The system is case sensitive, and you must type the default names in correct case.) Then, clicking OK to open the VFAdmin dialog (Figure 4.5).
Figure 4.5 Add Users in VFAdmin dialog
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The program already contains two accounts.
The first account is the administrator account, which you are using, with the logon name “Admin” (note that this is case sensitive with a capital A) and the initial password is blank (no password). Immediately use the administration program to install a password for administration to make the system secure from unauthorized use.
The second account enables use of the YVP process controller simulator with the logon name of “training” (lower case) and password of “training” (lower case). The process control simulator will simulate, in software, a process with a dead time of one second and a lag of five seconds. The process controller simulator is useful for training users on the many functions and features of the YVP positioner and its PID function block.
WARNING
Do not logon with a “training” account to use ValveNavi with a valve that is not isolated from the operating process. Control links will be destroyed by using the simulate function.
CAUTION
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It is important that the administrator change the default logon names and passwords for the administrator account and the training account. Continued use of the default logon account names and passwords makes the system less secure.

4.6.3 Privilege Levels

Each user is assigned an account. For each account, there is an associated privilege level. Privilege levels range from 0 to 9, with level 0 the lowest and 9 the highest. The following defines several privilege levels, which control access to specific functions of the ValveNavi program. Services which are not accessible to a particular level are “grayed” out.
Level 0
Allows the user to logon to ValveNavi only if the connected YVP is in Auto. The user can send commands that will reply with configuration, calibration, and status information, but the user cannot change any information. Level 0 users cannot go to Out Of Service or Manual.
Level 1
Allows the user access Auto, Manual or Out Of Service states. The user can transfer from one mode or state to another (i.e. the user can take the YVP out of Auto and put it in Manual). The user can then set valve position. However, the user cannot change the calibration or configuration. The level 1 user cannot access the PID dialog.
Level 2
This level is not defined.
Level 3
Allows the user to change the configuration or calibration values, but does not allow the user to perform calibration and tuning operations that stroke the valve (Find Stops, Autotune or diagnostics).
The user may open the PID dialog and use it to change PID modes and to move the valve in manual or change process variable setpoint. The user can enter tuning parameters for the process variable PID control.
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Level 4
Allows the user to perform all operations except Download Configuration to YVP.
Level 5
This level is not defined.
Level 6
This level is not defined.
Level 7
This level is not defined.
Level 8
This level is intended for training and should be used cautiously. It grants all of the privileges of level 4 plus allows access to the Simulation State of the process controller. (The simulation of the PID Block allows the user to run the process controller without connecting a process variable input to the YVP and is useful for learning how to operate the process controller).
WARNING
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The simulation state must not be used if the valve is connected in a control loop or the if the valve is controlling process flow.
The simulation state will permanently remove important control loop configuration information from the YVP valve positioner. The soft-wired connection between the PID functions block and its input function block must be restored after simulation is used.
Reconfigure function block links after using simulate. The Clear Device command must be used when downloading restored configuration.
Level 9
Allows access to all YVP functions. In addition, it is the only level allowed to logon to the administration program.
The administrator has an account of privilege level 9. There must be at least one user of privilege level 9 in order to get access to the administration program.
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4.7 Finish ValveNavi

To finish ValveNavi, select Exit from File Menu. Clicking Yes to the Confirmation message will finish ValveNavi.
4-8
Figure 4.6 To Finish ValveNavi
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5. FOUNDATION FIELDBUS OVERVIEW

This chapter will introduce concepts that are used in most parts of the manual. It will briefly introduce Foundation Fieldbus blocks, and some of the essential block concepts. Throughout the manual we will reference a simple process example. The example is a simple heat exchanger with two control valves, and three measurement devices. The controls are configured in a cascade arrangement to illustrate concepts of transfer between modes and states of the various levels of control.

5.1 Reference Model Process Used in This User’s Manual

The heat exchanger model is shown in Figure 5.1. It is not a practical process, but incorporates elements that illustrate important features of ValveNavi. Note that each of the devices has a device tag that will be used to identify devices in ValveNavi. The process consists of a vessel with a product vapor inflow, which is condensed, and flows out as a liquid outflow. The tank level is controlled by an outflow control valve, LV 201. The tank contents are chilled by coolant water. The temperature is controlled by a temperature controller cascaded to a flow controller. The coolant flow is controlled by control valve FV
101.
5-1
Figure 5.1 Heat exchanger
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