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Honeywell Process Solutions Field Device Manager - R430 User's Guide EP-FDM-11430 R430 May 2012 Release 430 Honeywell

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The how-to user manual for Honeywell FDM Field Device Manager software, an asset manager program, for the R430 release version.

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  • Honeywell Process Solutions

    Field Device Manager - R430 User's Guide

    EP-FDM-11430

    R430 May 2012

    Release 430 Honeywell

  • ii Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Notices and Trademarks Copyright 2012 Honeywell International Srl.

    Release 430 May, 2012

    While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its customers.

    In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and specifications in this document are subject to change without notice.

    Honeywell, PlantScape, Experion PKS, and TotalPlant are registered trademarks of Honeywell International Inc.

    Other brand or product names are trademarks of their respective owners.

    Honeywell Process Solutions

    1860 W. Rose Garden Lane

    Phoenix, AZ 85027 USA

    1-800 822-7673

  • R430 Field Device Manager - R430 User's Guide iii May 2012 Honeywell

    About This Document This document provides information on using the Field Device Manager (FDM R430) for configuring and modifying the smart field device information, using different network communication interfaces. It also covers the various features of FDM R430, including configuring network communication interfaces, editing device properties, executing device methods, parameter comparison, maintaining history log, importing/exporting tags, history, and offline configuration.

    Prerequisite knowledge It is expected that you are familiar with the following:

    Field devices

    Network Communication interfaces like Modems and Multiplexers

    HART protocol

    FF protocol

    PROFIBUS protocol

    DTMs

    Basic features of Microsoft Windows user management

  • Scope

    iv Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Scope This document provides procedural steps for performing the tasks related to configuring and monitoring HART, FF and PROFIBUS field devices using FDM R430. It also contains information on the following:

    HART 5/6/7 support

    FF and PROFIBUS support

    Station Maintenance View

    Windows Authentication

    FDT (Field Device Tool ) or Frame Application in FDM

    Device DTM support

    Communication DTM support

    Mux Monitoring Solution: For more information about mux monitoring solution, refer to the Mux_Monitoring_User_Guide.

    Gateway DTM support

    Device DTM configuration support for HART and FF devices in Experion Station

    Device DTM Configuration support for PROFIBUS devices in FDT Network

    Device Access Control

    FDM integration with Safety Manager through Universal Safe Modules

    Terms and definitions Term Definition

    Comm DTM Communication DTM

    COTS Commercial-off-the-Shelf

    DD Device Description Files (These files are in binary format. This contains the device description of HART field devices.)

    DDL Device Description Language

    DTM Device Type Manager

  • Terms and definitions

    R430 Field Device Manager - R430 User's Guide v May 2012 Honeywell

    Term Definition

    EDD Electronic Device Description Files (These files are in binary format)

    EDDL Electronic Device Description Language

    EPKS Experion Process Knowledge System

    FCH Field Communication Handler

    FDC Field Device Configurator

    FDM Field Device Manager

    FF Foundation Fieldbus

    FHM FDM HART Multiplexer

    FIM Fieldbus Interface Module

    HART Highway Addressable Remote Transducer

    HCF HART Communication Foundation

    HMI Human Machine Interface

    IDE Integrated Development Environment

    IOTA Input/Output Termination Assembly

    MC Toolkit Multi Communication Toolkit

    MODEM Modulator and Demodulator

    MUX Multiplexer

    PDA Personal Digital Assistant

    PMIO Process Manager I/O

    RCI Remote Communication Interface

    RUSIO Remote Universal Safe I/O

    RUSLS Remote Universal Safe Logic Solver

    SM Safety Manager

    SDC Smart Device Configurator

  • Conventions Used in this Document

    vi Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Conventions Used in this Document The following conventions are used in this document:

    Convention Description

    Words in bold Field names including buttons in the display, or important phrases.

    > Arrow Windows pull down menus and their options are separated by >.

    For example, click File > New to open the new platform dialog.

    Courier font Parts of the code quoted for explanations or as examples.

    UPPERCASE Acronyms

    UPPERCASE within angle brackets

    Command keys

    For example, press .

    References The following list identifies all documents that may be sources of reference for material discussed in this publication.

    Document Title Doc ID

    FDM R430 Software Installation Users Guide EP-FDM-02430

    Hart I/O Implementation Guide in Experion Documentation

    EPDOC-XX51-en-410A

    Series C I/O Users Guide in Experion Documentation EPDOC-X126-en-410A

    Control Building Users Guide in Experion Documentation EPDOC-XX19-en-410A

    FDM HART Multiplexer Users Guide EP-FDM-13430

    Mux Monitoring Solution Users Guide EP-FDM-14430

  • Support and Other Contacts

    R430 Field Device Manager - R430 User's Guide vii May 2012 Honeywell

    Support and Other Contacts

    United States and Canada Contact:

    Phone: Fascimile: Mail:

    Honeywell Solution Support Center 1-800-822-7673 Calls are answered by dispatcher between 6:00 am and 4:00 pm Mountain Standard Time. Emergency calls outside normal working hours are received by an answering service and returned within one hour. 1-973-455-5000 Honeywell TAC, MS L17 1860 W. Garden Lane Phoenix, AZ, 85027 USA

    Europe, Middle East, and Africa (EMEA) Contact:

    Phone: Fascimile: Mail:

    Honeywell TAC-EMEA +32-2-728-2345 +32-2-728-2696 TAC-BE02 Hermes Plaza Hermeslaan, 1H B-1831 Diegem, Belgium

    Pacific Contact:

    Phone: Fascimile: Mail: Email:

    Honeywell Global TAC Pacific 1300-364-822 (toll free within Australia) +61-8-9362-9559 (outside Australia) +61-8-9362-9564 Honeywell Limited Australia 5 Kitchener Way Burswood 6100, Western Australia [email protected]

    India Contact:

    Phone: Fascimile: Mail: Email:

    Honeywell Global TAC India +91-20- 6603-9400 +91-20- 6603-9800 Honeywell Automation India Ltd 56 and 57, Hadapsar Industrial Estate Hadapsar, Pune 411 013, India [email protected]

  • Support and Other Contacts

    viii Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Korea Contact:

    Phone: Fascimile: Mail: Email:

    Honeywell Global TAC Korea +82-2-799-6317 +82-2-792-9015 Honeywell Co., Ltd 4F, Sangam IT Tower 1590, DMC Sangam-dong, Mapo-gu Seoul, 121-836, Korea [email protected]

    Peoples Republic of China Contact:

    Phone: Mail: Email:

    Honeywell Global TAC China +86- 21-2219-6888 800-820-0237 400-820-0386 Honeywell (China) Co., Ltd 33/F, Tower A, City Center, 100 Zunyi Rd. Shanghai 200051, Peoples Republic of China [email protected]

    Singapore Contact:

    Phone: Fascimile: Mail: Email:

    Honeywell Global TAC South East Asia +65-6580-3500 +65-6580-3501 +65-6445-3033 Honeywell Private Limited Honeywell Building 17, Changi Business Park Central 1 Singapore 486073 [email protected]

    Taiwan Contact:

    Phone: Fascimile: Mail: Email:

    Honeywell Global TAC Taiwan +886-7-536-2567 +886-7-536-2039 Honeywell Taiwan Ltd. 17F-1, No. 260, Jhongshan 2nd Road. Cianjhen District Kaohsiung, Taiwan, ROC [email protected]

  • Training Classes

    R430 Field Device Manager - R430 User's Guide ix May 2012 Honeywell

    Japan Contact:

    Phone: Fascimile: Mail: Email:

    Honeywell Global TAC Japan +81-3-6730-7160 +81-3-6730-7228 Honeywell Japan Inc. New Pier Takeshiba, South Tower Building, 20th Floor, 1-16-1 Kaigan, Minato-ku, Tokyo 105-0022, Japan [email protected]

    Elsewhere Call your nearest Honeywell office.

    World Wide Web Honeywell Solution Support Online:

    https://www.honeywellprocess.com

    Training Classes Honeywell Automation College:

    http://www.automationcollege.com

  • Symbol Definitions

    x Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Symbol Definitions The following table lists those symbols used in this document to denote certain conditions.

    Symbol Definition

    ATTENTION: Identifies information that requires special consideration.

    TIP: Identifies advice or hints for the user, often in terms of performing a task.

    REFERENCE -EXTERNAL: Identifies an additional source of information outside of the bookset.

    REFERENCE - INTERNAL: Identifies an additional source of information within the bookset.

    CAUTION

    Indicates a situation which, if not avoided, may result in equipment or work (data) on the system being damaged or lost, or may result in the inability to properly operate the process.

    CAUTION: Indicates a potentially hazardous situation which, if not avoided, may result in minor or moderate injury. It may also be used for alerting against unsafe practices.

    CAUTION symbol on the equipment refers the user to the product manual for additional information. The symbol appears next to required information in the manual.

    WARNING: Indicates a potentially hazardous situation, which, if not avoided, could result in serious injury or death.

    WARNING symbol on the equipment refers the user to the product manual for additional information. The symbol appears next to required information in the manual.

  • Glossary

    R430 Field Device Manager - R430 User's Guide xi May 2012 Honeywell

    Glossary This section assembles and defines the terms and acronyms used in the FDM users guide.

    Term Definition

    B

    Build Network Helps to build the network initially after starting the FDM Client or helps to update the actual device status.

    Reconnects the file that contains the latest device information and displays to the users.

    C

    Connected Device

    A device that is physically connected to FDM through the network communication interface.

    Commissioned Device

    A device that is registered with FDM and available for use.

    Network Communication Interface

    A device that helps to communicate between FDM and the field devices.

    Example: RS-232 HART Modem, Honeywell HART DE Modem, RS-485 HART Multiplexer, and Honeywell Experion PKS Multiplexer.

    D

    Database A set of related files that is created and managed by a database management system (DBMS).

    Decommissioned Device

    A device that is permanently disconnected from the field.

    Device An instrument that measures and controls the process variables.

    Device Configuration

    A set of parameters specific to the device and that needs to be configured.

  • Glossary

    xii Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Term Definition

    Device Description (DD)

    A file that contains the device information such as commands and parameters. Device vendors develop DD file for each device they develop. These DDs are required to qualify the HART device against the configuration tool. The DD files can be identified with the help of its manufacturer ID, device type, and device version number.

    A set of instructions written in the HART device description language that defines the parameters, commands, and methods that a host application uses to communicate with a HART field device.

    Device History The past performance information of the device that is stored in the database.

    E

    Experion Integrated Safety Network

    It refers to Experion network along with Safety Manager with Universal Safe Modules in which Safety network is integrated with Experion to configure HART devices.

    H

    HART Protocol Highway Addressable Remote Transducer is an industry standard protocol for digitally enhanced 4-20mA communications with field devices.

    HART Device A device that communicates information using the HART protocol.

    HART Highway Addressable Remote Transducer communication protocol.

    HART DE Modem A network communication interface that establishes the physical connection between the system and the devices.

    The HART-DE Modem helps to configure a single device at a time.

    HART Modem A network communication interface that establishes the physical connection between the system and the devices.

    The HART Modem helps to configure a single device at a time.

    Hardware Multiplexer

    Hardware Multiplexer refers to hardware which enables the communication to multiple HART devices though same physical wiring to the system.

  • Glossary

    R430 Field Device Manager - R430 User's Guide xiii May 2012 Honeywell

    Term Definition

    F

    FDM Client Client is a workstation that runs FDM program and accesses the server for device information.

    FDT Comm Console

    User interface to configure the Communication and Gateway DTMs, and to build the complete network using only DTMs.

    FDM Server It refers to the workstation that runs FDM program and allows multiple clients to access it for the device information.

    FF Protocol Foundation Fieldbus is an enabling technology for dynamically integrating dedicated field devices with digitally based control systems. It defines how all smart field devices are to communicate with other devices in the control network.

    FIM FIM serves as the bridge between the control environment and the fieldbus control functions. It supports both publish/subscribe and the client/server communication methods to communicate with fieldbus function blocks.

    I

    IOTA It refers to Universal Safe Module which is either RUSIO or RUSLS module in context of this documentation.

    L

    Locate Device An option to find the devices in the FDM network.

    M

    Method Methods are defined in the DD file for the device type with version number. You can select the method and execute it for the device that is connected with FDM.

    Modem (Modulator Demodulator)

    A device which converts a signal of one type to other and vice-versa. In context of FDM, it refers to a HART modem which enables communication to a HART device through RS232/USB interface on PC.

    A modem is an analog-to-digital and digital-to-analog converter.

    Multiplexer Multiplexer is a communication device that multiplexes (combines) several signals for transmission over a single medium. The multiplexers are called as MUX.

    Multiplexer Network

    A network that connects several multiplexers to connect to multiple field devices.

  • Glossary

    xiv Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Term Definition

    O

    Offline Configuration

    Editing and saving the device parameter values, when the device is not loaded. The changes in offline configuration can be transferred to the device using offline download.

    Offline Template FDM template representing the parameters of the device. It is used for offline configuration and the device parameters are initialized with default values.

    P

    Parameter Any value/measurement represented by the field device passed to a program by the user or by another program in order to customize the program for a particular purpose.

    Process Variable (PV)

    A process parameter such as Temperature, Flow, Level, and so on, that is being measured or controlled.

    Protocol Protocol is a set of rules that govern transmitting and receiving of data.

    The protocol is intended to provide a reliable, transaction oriented communication path to and from slave devices such as field instruments, for digital data transfer.

    R

    Registered Device

    A device that is currently connected to FDM, for which the DDs are stored in the FDM database.

    S

    Spare Device A device that is registered with FDM, but not assigned for operation. These devices appear in the Spare Device folder.

    Series C I/O Series C I/O modules are an expanding family of traditional and special function input/output signal interface devices. These I/O modules share the same form factor as the C300 Controller and reside on the same type of common mounting system as other Series C components.

    Safety Builder Safety Builder is the client used for configuring Safety Manager network (SMs, IOTAs, and Channels).

    Safety Network Safety Network with Universal Safe Modules (RUSIO/RUSLS).

  • Glossary

    R430 Field Device Manager - R430 User's Guide xv May 2012 Honeywell

    Term Definition

    Standalone Safety Network

    It refers to a network having Safety Manager with Universal Safe Modules without Experion configured as standalone to configure HART devices.

    T

    Tag Tag is the label that is assigned to each device to represent the device type, area under which the device is connected.

    U

    Universal Safe Modules

    Common classification used for RUSIO (Remote Universal Safe I/O) or RUSLS (Remote Universal Safe Logic Solver).

    USB Modem A network communication interface that establishes the physical connection between the system and the devices.

    The USB Modem helps to configure a single device at a time.

    V

    Vendor Manufacturer of the field devices.

    W

    Workstation Refers to the PC that runs the FDM tool.

  • Glossary

    xvi Field Device Manager - R430 User's Guide R430 Honeywell May 2012

  • R430 Field Device Manager - R430 User's Guide xvii May 2012 Honeywell

    Contents

    1. INTRODUCTION TO FDM R430 ................................................... 25 1.1 Overview ....................................................................................................... 25

    1.2 Supported technologies .............................................................................. 26 Device description files (DDs and EDDs) ................................................................. 26 FDT-DTM ................................................................................................................. 27 HART protocol .......................................................................................................... 29 Foundation Fieldbus protocol ................................................................................... 29 PROFIBUS protocol ................................................................................................. 30

    1.3 FDM functions and features ........................................................................ 31 Advanced Search ..................................................................................................... 31 Audit Trail ................................................................................................................. 31 Automatic network updation ..................................................................................... 31 Bulk Operations ........................................................................................................ 31 Client-Server Architecture ........................................................................................ 31 Device Access Control ............................................................................................. 32 Device History .......................................................................................................... 32 Device Configuration ................................................................................................ 32 Device Documentation ............................................................................................. 32 Display Filter ............................................................................................................. 32 Dashboard ................................................................................................................ 32 FDM integration with Experion PKS ......................................................................... 33 FDM integration with Experion LS ............................................................................ 33 FDM integration with OneWireless ........................................................................... 33 FDM integration with Safety Manager through Universal Safe Modules .................. 33 Health Scan on the device ........................................................................................ 33 Import and Export Operations .................................................................................. 34 Mux Monitoring Solution ........................................................................................... 34 Offline Configuration ................................................................................................. 34 QuickView ................................................................................................................ 34 Role based User Management ................................................................................. 34 Station Maintenance View ........................................................................................ 34 Support for device description files ........................................................................... 35

  • Contents

    xviii Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Support for Experion Redundancy ........................................................................... 35 Third party application integration ............................................................................ 35 Windows authentication and Single Sign On ........................................................ 35

    1.4 FDM software components and utilities ..................................................... 36 Overview ................................................................................................................. 36 FDM Server ............................................................................................................. 36 FDM Client............................................................................................................... 36 FDT Comm Console ................................................................................................ 37 FDM RCI ................................................................................................................. 37 FDM Mux Monitoring Solution ................................................................................. 38 FDM HART Multiplexer ............................................................................................ 38 FDM Server Management Tool ............................................................................... 39 FDM Maintenance ................................................................................................... 39 Dr. FDM ................................................................................................................... 39 FDM Data Backup - Restore.................................................................................... 39 FDM Migration Tool ................................................................................................. 39

    1.5 Getting started with FDM ............................................................................. 40 Logging on to the FDM Server Management Tool ................................................... 40 Changing password ................................................................................................. 42 Stopping the FDM Server ........................................................................................ 43 Restarting the FDM Server ...................................................................................... 44 Updating FDM license ............................................................................................. 45 Logging on to the FDM Client .................................................................................. 46 Logging on to the FDT Comm Console ................................................................... 50

    2. USER MANAGEMENT ................................................................. 53 2.1 Overview of FDM role-based User Management ....................................... 53

    FDM Classic Server Security ................................................................................... 53 Windows Security .................................................................................................... 53 Support for Windows Groups................................................................................... 53 Roles and Privileges ................................................................................................ 54 Administrator access privileges ............................................................................... 54 Supervisor access privileges ................................................................................... 56 Engineer access privileges ...................................................................................... 57 Operator access privileges ...................................................................................... 58

  • Contents

    R430 Field Device Manager - R430 User's Guide xix May 2012 Honeywell

    2.2 Managing users ............................................................................................ 58 Adding a new user in Classic Server Security .......................................................... 58 Adding a user in Windows Security .......................................................................... 60 Modifying user details ............................................................................................... 63 Deleting a user ......................................................................................................... 64

    2.3 Managing groups ......................................................................................... 65 Overview .................................................................................................................. 65 Prerequisite to add a group in FDM .......................................................................... 65 Adding a Windows group and associating a role ...................................................... 66 Editing roles and privileges of groups ....................................................................... 68 Deleting groups ........................................................................................................ 69

    2.4 Managing roles ............................................................................................. 70 Adding a role ............................................................................................................ 70 Modifying a role ........................................................................................................ 72 Deleting a role .......................................................................................................... 74

    3. NETWORK CONFIGURATION ..................................................... 75 3.1 Overview ....................................................................................................... 75 3.2 Configuring FDM for an RS-232 HART modem ......................................... 76

    Background .............................................................................................................. 76 Configuring COM port setting for RS-232 HART Modem ......................................... 76 Configuring RS-232 HART modem network ............................................................. 78

    3.3 Configuring FDM for a Honeywell HART DE modem ............................... 79

    3.4 Configuring FDM for an RS-485 HART multiplexer .................................. 81

    3.5 Configuring FDM for Honeywell Experion ................................................. 83 3.6 Configuring FDM for Safety network .......................................................... 89

    Prerequisite .............................................................................................................. 89 Importing Safety Builder Export file .......................................................................... 89 Configuring FDM for Experion integrated Safety network ........................................ 91 Configuring FDM for Standalone Safety network ..................................................... 94 Online update of network configuration .................................................................... 98

    3.7 Configuring Comm DTM network in FDM ................................................ 103 3.8 Editing a network configuration ............................................................... 104

  • Contents

    xx Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    3.9 Deleting a network configuration .............................................................. 106

    4. FDM OPERATIONS .................................................................... 107 4.1 Overview of FDM Client interface .............................................................. 107

    FDM Client - Main window ..................................................................................... 107 Server Poll Status Indication.................................................................................. 108 System notifications ............................................................................................... 109

    4.2 Online view functions ................................................................................. 110 Overview of Online View ....................................................................................... 110 Network View ......................................................................................................... 110 Device State View ................................................................................................. 114

    4.3 Offline View functions ................................................................................ 117 Overview of Offline View ....................................................................................... 117 Offline configuration ............................................................................................... 117 Display filter functions ............................................................................................ 118 Device library functions ......................................................................................... 118

    4.4 FDM device tags .......................................................................................... 122 Overview of FDM Tags .......................................................................................... 122 Device tag generation for RS-485 Multiplexer and Modem networks .................... 122 Device tag generation for Experion networks ........................................................ 122 Device tag generation for COMM DTM Interface ................................................... 123 Device tag generation for Safety networks ............................................................ 124

    4.5 Customizing the FDM settings .................................................................. 125 Customizing the System settings ........................................................................... 125 Customizing the Audit Trail settings ...................................................................... 133 Choosing DD/DTM load settings ........................................................................... 141

    4.6 Customizing the FDT health scan settings .............................................. 143

    4.7 Switching between FDM Servers .............................................................. 144

    4.8 Building networks ....................................................................................... 145 Overview ............................................................................................................... 145 Detecting devices on the network .......................................................................... 146 Building FDT networks .......................................................................................... 147 Configuring PROFIBUS masters ........................................................................... 157 Building Safety networks ....................................................................................... 161

  • Contents

    R430 Field Device Manager - R430 User's Guide xxi May 2012 Honeywell

    4.9 Managing DDs ............................................................................................ 166 Adding a DD file ..................................................................................................... 166 Deleting a DD file ................................................................................................... 167 Synchronizing a DD-based template ...................................................................... 168

    4.10 Managing DTMs .......................................................................................... 169 Updating DTM Library ............................................................................................ 169 Adding DTMs .......................................................................................................... 172 Removing DTMs ..................................................................................................... 172

    4.11 Device configuration using DD ................................................................. 174 Overview ................................................................................................................ 174 Loading a device using DD ..................................................................................... 175 Configuring a device using DD ............................................................................... 179 Executing methods ................................................................................................. 186 Editing Device Properties from a DD Configuration ................................................ 189 Exporting online configuration using DD ................................................................ 191 Saving History Records using DD .......................................................................... 192 Saving an Online Configuration as an Offline Configuration using DD ................... 193 Viewing device notifications .................................................................................... 195 Scanning Dynamic Parameters .............................................................................. 196 Comparing device configuration ............................................................................. 198

    4.12 Device configuration using DTM .............................................................. 202 Overview ................................................................................................................ 202 Loading a device using DTM .................................................................................. 202 Assigning the DTM to device .................................................................................. 207 Configuring a device using DTM ............................................................................ 209 Exporting online configuration using DTM .............................................................. 211 Saving History records using DTM ......................................................................... 211 Saving an Online Configuration as an Offline Configuration using DTM ................ 212

    4.13 ValveLink integration for FF ...................................................................... 213

    4.14 Offline configuration .................................................................................. 215 Overview ................................................................................................................ 215 Creating a DD offline configuration for a specific device type ................................. 216 Creating a Generic DD offline configuration ........................................................... 221 Creating a DTM offline configuration ...................................................................... 225 Editing an offline configuration ............................................................................... 226

  • Contents

    xxii Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Downloading a DD/DTM based offline configuration to an online device .............. 230 Using the Bulk Offline Download feature ............................................................... 235

    4.15 Working with device history ...................................................................... 241 Overview ............................................................................................................... 241 Example for viewing Device History ...................................................................... 242 Importing device configuration history from FDC into FDM ................................... 244

    4.16 Bulk Operations .......................................................................................... 245 Saving Bulk History ............................................................................................... 245 Saving Bulk Offline Templates ............................................................................... 251 Advanced Filter ...................................................................................................... 251

    4.17 Import and Export Operations ................................................................... 253 Overview ............................................................................................................... 253 Importing and Exporting Device Tags .................................................................... 253 Importing and Exporting Audit Trail records .......................................................... 259 Importing and Exporting Offline Device Configuration ........................................... 267 Importing and Exporting Device history ................................................................. 274

    4.18 Delete records ............................................................................................. 282 Deleting Device Tags ............................................................................................ 282 Deleting Offline Device Configuration .................................................................... 287 Deleting Device history .......................................................................................... 289

    4.19 Using dashboard ......................................................................................... 294 Overview ............................................................................................................... 294 Review Information ................................................................................................ 294

    4.20 Using display filters .................................................................................... 301 Overview ............................................................................................................... 301 Creating a Display Filter from the Query View ....................................................... 301 Creating a Display Filter from the Device View ...................................................... 305 Applying a Display Filter ........................................................................................ 307

    4.21 Using advanced search .............................................................................. 308

    4.22 Device access control ................................................................................ 310 Overview ............................................................................................................... 310 Explicit locking ....................................................................................................... 310 Implicit Locking ...................................................................................................... 312 Exclusive access ................................................................................................... 317

  • Contents

    R430 Field Device Manager - R430 User's Guide xxiii May 2012 Honeywell

    Unlocking a device ................................................................................................. 319 Lock All/Unlock All .................................................................................................. 326

    4.23 Working with device documentation ........................................................ 327 Overview ................................................................................................................ 327 Attaching device documentation at Device-type level ............................................ 328 Attaching device documentation at Device instance level ...................................... 329 Attaching device documentation at System level ................................................... 330 Uploading an updated document ............................................................................ 331 Detaching device documents ................................................................................. 333

    4.24 Working with FDM Applications ............................................................... 335 Overview ................................................................................................................ 335 Tasks associated with FDM Applications ............................................................... 335 Attaching an application at Device-type Level ........................................................ 336 Attaching an application at System Level ............................................................... 337 Launching an attached application ......................................................................... 338 Detaching an attached application ......................................................................... 339

    4.25 FDM Help ..................................................................................................... 342

    4.26 About FDM .................................................................................................. 342 4.27 FDM Operational Restrictions ................................................................... 343

    5. FDM STATION MAINTENANCE VIEW ....................................... 347 5.1 Overview ..................................................................................................... 347

    5.2 Pre-requisites for viewing a device in the Maintenance view................ 347

    5.3 Configuring relationship between Experion Server and FDM Server ... 348

    5.4 Access Rights for Maintenance View ....................................................... 352

    5.5 Starting Maintenance View in Station ...................................................... 353

    6. FDM DATA BACKUP RESTORE UTILITY .............................. 359 6.1 Overview ..................................................................................................... 359

    6.2 Logging on to the Backup and Restore utility ........................................ 359

    6.3 Taking a backup of the FDM database ..................................................... 361

    6.4 Restoring the database .............................................................................. 362

  • Contents

    xxiv Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    7. FDM DIAGNOSTICS .................................................................. 363 7.1 Overview of Dr. FDM ................................................................................... 363

    7.2 Capturing Diagnostics ............................................................................... 363

    7.3 Service Control functions .......................................................................... 369

  • R430 Field Device Manager - R430 User's Guide 25 May 2012 Honeywell

    1. Introduction to FDM R430

    1.1 Overview FDM application is an asset management system that supports client/server architecture. The application provides an environment that enables you to configure commission and maintain smart field devices. It supports configuration of device parameters and methods execution for Highway Addressable Remote Transducer (HART), Foundation Fieldbus (FF), and PROFIBUS devices. For HART, it supports protocol version 5.x, 6.x and 7.x. It also supports device configuration using Electronic Device Description Language (EDDL) based configuration screens and FDT-DTM. PROFIBUS device and FF device support is provided only using FDT-DTM (Field Device Tool-Device Type Manager). It also helps in diagnosing field devices.

    FDM supports FF Device DTMs to read, display and write all the commissioned devices connected to Fieldbus Interface Module in Experion. It also supports Fisher ValveLink DTM to perform maintenance operations and to view diagnostic data for FF Fisher Valves.

    With FDM R430, FDM is enhanced for the following:

    Support for HART 7 protocol

    FDM integration with Safety Manager through Universal Safe Modules to maintain HART devices connected to safety systems

    FDT Comm Console to manage networks and devices integrated in FDM through FDT Communication and Gateway DTMs

    Support for Experion S8 HART I/O modules

    Provision for Device Access Control where write access to devices can be configured with password protection

  • 1. Introduction to FDM R430 1.2. Supported technologies

    26 Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    1.2 Supported technologies FDM supports the following technologies to configure, commission, and maintain field devices.

    Device description files (DDs and EDDs) HART devices are capable of providing functions and features, far beyond the basic task of providing a process input or accepting a control output to manipulate process conditions. HART device vendors create a Device Description (DD) or (EDD) for every device that describes the functions and features specific to that device. The DD and EDD also contain information essential for the successful configuration and calibration of the device.

    FDM uses original unmodified device vendor DDs and EDDs, to provide full configuration and setup for all HCF registered HART devices. Ensure that you use the latest DD and EDD for a particular device type and revision. DDs or EDDs are available from the device vendors.

    Unlike other configuration tools, FDM does not require custom DD and EDD to be developed for the tool itself. It supports all the unmodified DDs and EDDs of the devices, as registered with the HART Communication Foundation (HCF).

    ATTENTION

    FDM supports all devices that have their DDs registered with the HCF.

    Electronic Device Description Language (EDDL) EDDL (Electronic Device Description Language) is a clear, structured text description that specifically describes field device data to host systems. It is an enhancement over DD language. It constructs the defined presentation of device information by the host applications and document hosts to store the data on behalf of the device. Using EDDL constructs, DD writers can define the user interface rules that the host application need to adhere to while displaying the user interface for that device. It also has constructs like charts, graphs and so on that provides enhanced user experience. FDM supports HART device configuration through EDDL based DDs.

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    Methods Execution Methods are predefined sequence of steps that can be executed by a Host. The device vendors develop these methods and supply them as a part of the device DD file/EDD file or device DTM of the devices. Some examples of methods are:

    Commanding the device to complete a calibration operation.

    Commanding an advanced diagnostic test procedure.

    Executing tests to gather information on device operation.

    FDM supports:

    Method execution through DD/EDD file or device DTM for HART protocol.

    Method execution through device DTM for FF protocol.

    Method execution through device DTM for PROFIBUS protocol.

    FDT-DTM FDM supports the Field Device Tool (FDT)-Device Type Manager (DTM) technology to configure HART, FF, and PROFIBUS devices.

    Field Device Tool: A standard interface defined by the FDT group for integration with field devices. It is used by the host applications like FDM to integrate with the devices and provide the configuration and maintenance capabilities. Any host application, which implements the FDT-DTM technology is referred to as FDT Frame.

    It has the following three primary functions.

    Interfacing with the Device DTM for device configuration.

    Interfacing with the Gateway and Communication DTMs to communicate with devices.

    Managing the DTM Catalog.

    Device Type Manager: This is analogous to a device driver that is developed by device vendors for a particular device type. DTM enables usage of devices in all the asset management and device configuration software like FDM, with the help of the FDT-DTM technology.

    The DTM has the following primary functions.

    Provides a Graphic User Interface for device configuration.

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    Provides device configuration, calibration, and management features for the particular device.

    The following are the three types of DTMs.

    Device DTM: The Device DTM represents a field device and contains the details of the User Interface, Device Parameters, DTM documentation for configuration and calibration of devices and diagnostic functions for the device.

    Communication DTM: The Communication DTM is software that represents a communication device. It has the following features.

    It is provided by the communication device vendor.

    It can be loaded in an FDT frame in a host application.

    It is responsible for the communication between FDT host application and physical communication device.

    It implements the standard interfaces, as specified by the FDT Group.

    It allows browsing the complete network and configuring to work with a different type of network.

    It has its own UI, which allows configuring the communication device for proper communication with network.

    It has its own installations, which take care of registering the DTMs.

    Gateway DTM: The Gateway DTM is the software that represents a gateway device. It has the following features.

    It uses the communication DTMs or other communication drivers for communicating with the devices. Any requests from the devices connected to the Gateway are sent to the Gateway DTM, which is then sent to the Communication DTMs.

    It has its own UI, which allows configuring the Gateway device for proper communication with network.

    It has its own installations, which take care of registering the DTMs.

    For example, HART-on-PROFIBUS Gateway DTM represents the HART-on-PROFIBUS Gateway device that is used for connecting the HART devices on the PROFIBUS networks.

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    ATTENTION

    PROFIBUS devices can be configured in FDM only through DTMs. FDM does not support configuration of PROFIBUS devices through DD/EDD.

    HART protocol In a typical process control environment, field devices such as pressure, level, and temperature transmitters and valve positioners provide the physical connection to the process. These devices allow the control system to monitor and manipulate process conditions. Smart field devices, such as HART devices, maintain a database of process configuration, identification, and diagnostic information in memory. These devices use the HART digital protocol (governed and maintained by the HART Communication Foundation) to communicate with the control and asset management system. The HART Communication Foundation (HCF) has a membership of over 150 vendors (including Honeywell), offering over 500 different HART devices. HART is an open smart field device protocol available for use by all member companies.

    For more details about HART and HCF, visit the web site at: http://www.hartcomm.org/.

    FDM supports HART devices conforming to HART 5.x, 6.x and 7.x (wired) versions of the HART protocol.

    Foundation Fieldbus protocol Foundation Fieldbus is an enabling technology for dynamically integrating dedicated field devices with digitally based control systems. It defines how all smart field devices are to communicate with other devices in the control network. The technology is based upon the International Standards Organization's Open System Interconnection (OSI) model for layered communications.Foundation Fieldbus is a sophisticated, object-oriented protocol that uses multiple messaging formats and allows a controller to recognize a rich set of configuration and parameter information (device description) from devices that have been plugged into the bus. Foundation Fieldbus even allows a device to transmit parameters relating to the estimated reliability of a particular piece of data. Foundation Fieldbus uses a scheduler to guarantee the delivery of messages, so issues of determinism and repeatability are solidly addressed (determinism means knowing absolute worst-case response times with 100% certainty). Each segment of the network contains one scheduler.

    For more details about FF, visit the web site at: www.fieldbus.org.

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    PROFIBUS protocol PROFIBUS is a powerful and versatile two-wire digital fieldbus system. It is mainly used in the field level with interfacing capabilities downward towards the sensor/actuator level and upwards towards the production and enterprise levels. PROFIBUS devices connected in the PROFIBUS network gives diagnostic information about the health of the devices and the measured values, along with the values themselves. This information is helpful for better maintenance and thus reducing downtime. PROFIBUS is used in Process automation, Factory automation, Motion control and so on.

    FDM supports configuration and collection of diagnostics of PROFIBUS PA and PROFIBUS DP devices using the FDT-DTM technology. FDM hosts device, communication, and gateway DTMs provided by the PROFIBUS device vendors. You can configure and perform maintenance activities on PROFIBUS devices in the field using these DTMs.

    PROFIBUS International has over 1200 members worldwide which includes many field device vendors.

    For more details about PROFIBUS and PROFIBUS International, visit the web site at: www.profibus.com

    Multi Master Configuration PROFIBUS Masters are classified on a high level into the following two types.

    Master which supports cyclic data communication (DPV0) is normally referred to as Class1 Masters. The Class-1 master (DPM1) is the central control unit of a system, for example, a PLC that exchanges data with the field devices within a specified message cycle. All measured values and set point values required to control the system as well as the device status data are transmitted. When compared with conventional techniques, the cyclic communication of the Class-1 master assumes tasks of the analog 4 to 20 mA standardized signals and additionally enables the bidirectional exchange of data.

    Master which supports acyclic data communication (DPV1) is normally referred to as Class-II Masters. Class-II masters (DPM2) are used for operation and monitoring purposes and during start-up. The associated exchange of data takes place, if required. Therefore, class-II masters require acyclic communication services exclusively.

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    In the Control System, essential parameters are available through the cyclic data (DPV0). If you want additional data regarding the devices, use acyclic data communication. In this case, you can send commands to the devices and request for additional data from Asset Management Tool through Class 2 masters, which support DPV1 Communication.

    The following are the typical examples.

    Softing FG100

    T&H xEPI

    1.3 FDM functions and features FDM Server and FDM Client allow communication across the network throughout the plant area. It is possible to remotely accomplish device-monitoring, configuration, and setup from the operator center, maintenance shop, or relay room.

    Following are the key functions and features of FDM.

    Advanced Search FDM allows you to easily locate specific devices in the network tree using this feature.

    Audit Trail FDM provides an Audit Trail feature that logs predefined user actions, custom user-actions, and some implicit actions. It can be viewed based on various filter criteria. This feature meets CFR-11 standards.

    Automatic network updation FDM detects HART and FF device assets automatically and adds it to the FDM database. The Dynamic detection feature discovers new devices connected to the network after the network is built in FDM.

    Bulk Operations FDM provides the Bulk Operations feature that enables you to create history records and offline templates for large number of devices at a time.

    Client-Server Architecture FDM supports client-server architecture in which different components may be installed on different systems. In addition, it supports a multi client, multi server architecture, where multiple clients can connect to the same server and one client can connect to any server.

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    Device Access Control FDM supports the following features that are used for enhancing the security to the devices, with respect to "write access" to them.

    Automatic lock of devices as they are discovered on the network

    Password protection for access control of devices that are connected to a network

    Automatic lock of an unlocked device after a specified time period

    Exclusive access to unlocked devices

    Manual lock/unlock of all the devices connected to a network/hierarchy

    All these features are individually configurable. Hence, you can customize this function to your specific plant needs.

    Device History FDM allows you to historize device configuration. You can also view the historized device configuration.

    Device Configuration FDM supports configuration of HART devices through DD and PROFIBUS and FF devices through FDT-DTM technologies. FDM provides an option to view the current configuration settings and downloads configurations from FDM to devices in the field. It can compare configurations of different device instances or of the same.

    Device Documentation FDM allows you to attach documents at Device Type level, Device Instance level, and at System level for quick reference.

    Display Filter FDM allows you to create filters using various filtering criteria. Using this you can customize the view of the network.

    Dashboard Using Dashboard feature, you can view all types of information related to the FDM Client, FDT Comm Console, devices, RCIs, gateways, networks and operations at a single place and provides quick and easy access to it.

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    FDM integration with Experion PKS When integrated with Experion PKS, FDM supports configuration, method execution and monitoring of following devices.

    HART devices connected to a Series C I/O module, PMIO module, 1756 HART I/O module, and S8 HART I/O module.

    FF devices connected to FIM2, FIM4 and FIM8 modules.

    FDM integration with Experion LS When integrated with Experion LS, FDM supports configuration and monitoring of HART devices.

    Refer to Experion LS R311 Product documentation for more information.

    FDM integration with OneWireless When FDM is integrated with OneWireless, it supports configuration and monitoring of wireless devices.

    Refer to OneWireless R210 Network Planning and Installation Guide and OneWireless R210 Software Change Notice for more information.

    FDM integration with Safety Manager through Universal Safe Modules FDM supports configuration and maintenance of HART devices connected to Safety Manager through Universal Safe Modules (RUSIO/RUSLS). However, HART channels connected to local I/O network of SMs are supported through multiplexer network configuration in FDM.

    Health Scan on the device FDM indicates the device health status without opening the device configuration for HART devices connected to HART hardware multiplexer, Modem and Experion network. It also indicates the device health status for HART and PROFIBUS devices connected to FDT network. The device health is displayed when the device is discovered for the first time during build network. A healthy device is indicated in green and if a device is found unhealthy, it is indicated in red.

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    ATTENTION

    For a device connected to FDT Network, the device health does not update for a time period when that device is loaded with DTM in the FDT Comm Console. To resume the health update for that device, its DTM configuration page must be closed.

    Import and Export Operations FDM allows you to import and export device tags, audit trail records, offline configurations, and device history.

    Mux Monitoring Solution FDM allows you to access device diagnostic information from HART devices connected to HART Multiplexer network into the Experion system using Mux Monitoring Solution. And also, HART devices connected to Experion integrated Safety network can be mux monitored.

    Offline Configuration FDM allows you to configure a set of device parameters without the need for a device to be available physically. This offline configuration can later be used for configuring an online device.

    QuickView Using QuickView feature, you can view the information related to device status, device information, network information, device state information, lock state, and attached documents for all connected and disconnected devices. These informations are available at a single place to access easily.

    Role based User Management FDM provides robust role-based user management. It allows you to create users with two mechanism called FDM Classic Server Security and Windows Security.

    Station Maintenance View FDM allows you to view the complete device configuration from Experion Flex Station displays. It enables an operator to do necessary modifications to the device configuration.

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    Support for device description files FDM uses original unmodified device vendor DDs and EDDs, to provide full configuration and setup for all HCF registered HART devices. DDs or EDDs are available from the device vendors.

    Support for Experion Redundancy FDM supports automatic Experion Redundancy switchover such that there is no loss of network view. You need not perform an explicit Build Network operation to re-detect the devices.

    Third party application integration FDM HART Multiplexer module of FDM can be used by any third party tools such as valve diagnostic applications to communicate with the HART devices connected to the FDM through one of the following networks.

    Experion network

    Hardware Multiplexer

    HART Modem

    HART DE Modem

    Windows authentication and Single Sign On System administrator can associate an existing Windows user to a particular role. Therefore, system administrator need not create a user using FDM user management utility. Single Sign On allows you to skip the login screen, if you are logging in as an authorized Windows user.

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    1.4 FDM software components and utilities Overview FDM consists of the following software components.

    FDM Server

    FDM Client

    FDM RCI

    FDM Mux Monitoring Solution

    FDM HART Multiplexer

    FDM consists of the following utilities.

    FDM Server Management Tool

    FDT Comm Console

    FDM Maintenance

    Dr. FDM

    FDM Data Backup - Restore

    FDM Migration Tool

    FDM Server The FDM Server maintains a record of all users and the Device information such as Device type, Device manufacturers detail, Device history, and Device Description files for all devices connected to FDM. The FDM Server also stores Device configuration information, Device history, offline configurations, and audit trail information. FDM Server uses the FDM Remote Communication Interface to communicate with the devices in the field. FDM Server supports simultaneous access from multiple FDM Clients.

    FDM Client The FDM Client provides the user interface to interact with the FDM Server, which in turn interacts with the database and the field network through the Remote Communication Interface (RCI) to carry out the necessary task. Using FDM Client, you can access all the FDM functions and communicate with the devices remotely.

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    FDT Comm Console FDT Comm Console allows you to configure FDT networks, and build the complete network using DTMs. It also shows other networks including FDT networks as configured on a particular FDM server. But, it does not allow you to perform any operations on other networks. You can also configure devices connected to FDT network under local RCI, in FDT Comm Console.

    FDM RCI The FDM Remote Communication Interface (RCI) server is capable of handling multiple network communication interfaces to communicate with the field devices.

    FDM supports network communication interfaces like RS-232 HART Modem, RS-485 HART Multiplexer, Honeywell HART DE Modem, Honeywell Experion PKS, COMM DTM Interface, and Safety network with Universal Safe Modules. The FDM uses these interfaces to communicate with the field devices.

    The RS-232 HART Modem is widely used when it is required to communicate with a single device at a time. FDM also supports the USB HART modem.

    The RS-485 HART Multiplexer network enables you to communicate with multiple field devices over a single communication line. Maximum six Mux networks per RCI are allowed with single FDM Server and these networks cannot be associated to different FDM Servers.

    The Honeywell HART DE Modem has the capability to handle both HART protocol and Honeywell DE protocol. However, FDM supports only the HART protocol. FDM supports HART DE Modem connection through USB to RS232 converter from CableMAX.

    The Honeywell Experion PKS network enables you to communicate with HART and FF devices. HART devices are connected to the Experion HART enabled I/Os. FF devices are connected to the FIM. When you configure Honeywell Experion PKS interface, you can also associate Safety network with Universal Safe Modules to configure HART devices.

    The COMM DTM Interface enables you to configure HART and PROFIBUS (that supports DTM) Communication/Gateway DTMs to communicate with HART and PROFIBUS devices respectively.

    The Safety network with Universal Safe Modules can be configured as Standalone Safety Network (without Experion integration) to configure HART devices connected to Universal Safe Modules.

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    FDM Mux Monitoring Solution The FDM Mux Monitoring Solution component enables Experion to access HART devices connected to the hardware multiplexer network through the FDM. Using the Mux Monitoring solution, Experion receives alarms/events for the HART devices that are connected to the multiplexer network. With FDM R430, the HART devices connected to Experion integrated Safety Network can be monitored for alarms.

    REFERENCE - INTERNAL

    For more details, refer to the Mux Monitoring Solution Users Guide.

    FDM HART Multiplexer FDM HART Multiplexer emulates the P+F HART multiplexer. Any third party tool capable of communicating with the P+F HART multiplexers can use this solution to communicate with devices connected to FDM.

    FDM HART Multiplexer must be installed along with the FDM Client on a system pre-installed with a third party tool such as valve diagnostic application. The third party tool communicates with the FDM HART Multiplexer through the COM ports in a loop back configuration. The third party tool communicates with the devices connected to the FDM Server through FDM HART Multiplexer.

    FDM HART Multiplexer enables you to configure a device list based on selection of multiple manufacturer and the device types. The device list can be created, modified, and deleted. The created device list can be saved and later used for viewing the devices in the third party tool.

    The following are the operations that can be performed using the FDM HART Multiplexer feature.

    Configure a device list.

    Start the FDM HART Multiplexer service.

    Send devices to the FDM HART Multiplexer service, so that it can be used in the third party application.

    REFERENCE - INTERNAL

    For more details, refer to the FDM HART Multiplexer Users Guide.

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    FDM Server Management Tool Enables you to configure/view network communication interfaces, update product license, and control (start and stop) the FDM Server.

    FDM Maintenance FDM Maintenance, enables you to modify the present installation by selecting or removing modules, or reinstall the program data if any existing file is corrupted. Using FDM Maintenance, you can also remove FDM.

    Dr. FDM FDM enables you to collect diagnostic information related to FDM functioning. In the event of issues faced with the usage of FDM software, this diagnostic tool can be run on the systems where FDM components are installed. The log files can be sent to Honeywell TAC for further analysis.

    FDM Data Backup - Restore FDM enables you to take a backup of the FDM database and restore FDM with the backed up database.

    FDM Migration Tool FDM enables you to migrate data from the previous releases to current release.

    REFERENCE - INTERNAL

    For more details, refer to the FDM Migration Users Guide.

    TIP

    To access the FDM utilities, choose Start > All Programs > Honeywell FDM.

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    1.5 Getting started with FDM The following table lists the tasks covered in this document that are related to FDM configuration and operation.

    Task Performed using Reference

    Logging on to FDM Server Management Tool

    FDM Server Management Tool

    Logging on to the FDM Server Management Tool

    Updating FDM license FDM Server Management Tool

    Updating FDM license

    Configuring Networks FDM Server Management Tool

    Network configuration

    Logging on to FDM Client

    FDM Client Logging on to the FDM Client

    Adding users FDM Client Adding a new user in Classic Server Security

    Building Networks FDM Client Building networks

    Performing online configuration

    FDM Client Device configuration

    Logging on to FDT Comm Console

    FDT Comm Console Logging on to the FDT Comm Console

    Logging on to the FDM Server Management Tool FDM Server Management Tool is used for updating the license and managing the networks.

    ATTENTION

    If you log on to the server computer as any user other than the administrator, and then launch the FDM Server Management Tool, you are prompted to provide administrative privileges.

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    To logon to the FDM Server Management Tool, perform the following steps.

    Step Action

    1 Choose Start > All Programs > Honeywell FDM > FDM Server Management Tool.

    The Server Manager login window appears.

    TIP

    You can also click the FDM Server Management Tool icon on your desktop.

    ATTENTION

    If you are logging on for the first time, use the following logon credentials.

    Login Name: administrator

    Password: password

    Domain Name: Classic Server Security

    These credentials can be used until the individual user logins are created using the User Management.

    Ensure that you change the administrator password after logging on for the first time.

    2 Type the Login Name.

    3 Type the Password.

    4 Select the Domain Name.

    5 Click Login.

    The FDM Server Management dialog box appears, displaying the Network Configurator option by default.

    ATTENTION

    Only a user with Administrator privileges can make changes to the configuration in the FDM Server Management Tool. All other users have only read only access by default, to view the information.

    6 After performing the necessary task, click Exit to close the FDM Server Management screen.

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    ATTENTION

    If the Single Sign On is enabled, then the login screen does not appear.

    Changing password It is recommended to change the default password after first logon to the FDM system.

    ATTENTION

    Only a user with the Administrator privileges can change the password for other users.

    Login credentials for the FDM Client and FDM Server Management Tool are the same.

    To change your password, perform the following steps.

    Step Action

    1 Log on to FDM Client.

    The Field Device Manager window appears.

    2 Choose Tools > User Management.

    The User Manager pane appears, displaying the list of existing users and their roles in the right pane.

    3 Select an appropriate user, based on your roles and privileges.

    4 In the User Manager pane, click Edit User.

    The Edit User pane appears.

    5 Type the existing password in Old Password.

    6 Type the New Password.

    7 To confirm your password, retype your new password in Confirm New Password.

    8 Click Save.

    FDM validates your old password and checks if the new password entered in New Password and Confirm New Password boxes match. If the details are accurate, FDM updates your new password in the database.

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    Stopping the FDM Server The server must be stopped to add, edit, or delete network configuration, and to update the licensing information. The Add New, Edit and Delete buttons in the Network Configurator page are enabled, only when the server is not running (stopped). But, the View Details button is always enabled if you start/stop the server.

    To stop the FDM Server, perform the following steps.

    Step Action

    1 Log on to the FDM Server Management Tool. If the server is running, the button under Server Control in the left pane appears in green, with the label CLICK TO STOP displayed on it. This indicates that the server is running currently.

    2 Click the CLICK TO STOP to stop the server.

    3 Type the reason for service status change and click OK. The FDM Server Management dialog box appears prompting you to change the status of the service. It also prompts you to inactivate the configured and loaded FDM Gateway(s) in Control Builder.

    4 Click Yes to confirm the operation.

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    Restarting the FDM Server To restart the FDM Server, perform the following steps.

    Step Action

    1 Log on to the FDM Server Management Tool.

    2 If the server is running, the button under Server Control in the left pane appears in yellow, with the label CLICK TO START displayed on it.

    ATTENTION

    When the server is running, you can only view details of the network configuration.

    3 Click CLICK TO START icon under Server Control to restart the server.

    4 Type the reason for service status change and click OK.

    The FDM Server Management dialog box appears, prompting you to change the status of the service.

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    Step Action

    5 Click Yes to proceed with the operation.

    The server is started and the button under Server Control in the left pane displays CLICK TO STOP and appears in Green.

    Updating FDM license

    Most features in FDM are licensed. You can access only those features for which you possess a valid license. For instance, if you do not have a license for Offline Configuration, you cannot access the Offline Configuration feature.

    The Server Management Tool provides the functionality to manage licensing for FDM. Using the Licensing option, you can view or update licensing for various features of FDM.

    ATTENTION

    After installing FDM, you must first update the license to perform other operations in the FDM Server Management Tool and the FDM Client.

    To update the licenses, perform the following steps.

    Step Action

    1 Log on to the FDM Server Management Tool.

    ATTENTION

    Ensure that the server is in the stop mode.

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    Step Action

    2 Click the Licensing icon in the left pane of FDM Server Management dialog box.

    The list of features and their licensing information are displayed in the right pane of FDM Server Management dialog box.

    The licensing information is listed with the following details.

    Option: It indicates the name of the feature pertaining to the software.

    Status: It refers to the present status of the license for a feature. It is either Licensed or Not Licensed.

    Value(s): It specifies the number of licenses provided for each feature. For some of the features, the values can be either License Enabled or Disabled.

    3 Click Select to browse the folder where the license file is present and choose the file.

    4 Click Open in the Select a License File dialog box.

    The License updated confirmation message appears.

    5 Click OK to close the confirmation message.

    The path appears for the license file with the .xml extension and license information is updated and appears under Licensing Information.

    6 Click Exit to close the FDM Server Management dialog box.

    Logging on to the FDM Client If FDM Client and Server reside on the same computer, perform the following steps to log on to the FDM Client.

    ATTENTION

    If you are logging on for the first time, ensure that FDM is updated with the proper license file. To update the license, refer to section Updating FDM license.

    If Single Sign On is enabled, then the logon screen does not appear.

    If the Single Sign On is disabled, then client displays the logon screen. You must provide his username and password to log on to the FDM Client.

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    Step Action

    1 Choose Start > All Programs > Honeywell FDM > FDM Client.

    The Field Device Manager login window appears.

    TIP

    You can also click the FDM Client icon on your desktop.

    2 Type the name of the Server or select the server from the drop-down list.

    TIP

    If you are connecting to the server for the first time, enter the server name. If FDM connects to the specified FDM Server successfully, then the server name is cached and is available for selection from the drop-down list during subsequent logins.

    Note: If both server and client are running on the same computer, you can use LOCALHOST as server name in the Server box.

    3 Click Login.

    The Field Device Manager login window appears.

    ATTENTION

    If you are logging on to the client for the first time enter the following credentials.

    Login Name: administrator

    Password: password

    Domain Name: Classic Server Security These credentials can be used until the individual user logins are created using the User Management.

    Ensure that you change the administrator password after logging on for the first time.

    4 Type the Username.

    5 Type the Password.

    6 Select the name of the domain from Domain.

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    Step Action

    ATTENTION

    If you are trying to logon as an FDM user, select Classic Server Security from the drop-down list.

    If you want to use Windows credentials, select the appropriate domain and type the password. For more information, refer to section Windows Security.

    7 Click Login to validate your login credentials.

    The Field Device Manager window appears.

    ATTENTION

    FDM R430 supports passwords only greater than or equal to 8 characters. Therefore, change your password length to 8 characters or more. For more information, refer to section

    Changing password.

    The Network View tree under the Online View group is displayed by default. The name of the server you are currently connected to appears in the title bar.

    The left pane of the FDM Client contains two groups.

    Online View

    Offline View

    8 After completing the required tasks, choose FDM > Exit to close the FDM Client.

    Or

    Click the Close button at the upper-right corner of the window to close the application.

    A confirmation message appears.

    9 Click Yes to close the FDM Client.

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    If the FDM Client is installed on a different computer (remote), the user logged on must be a member of the FDMAccessGroup in both the systems (FDM Client and FDM Server).

    ATTENTION

    1. Any Windows user or Windows group user who wants to access the FDM Server from a FDM Client must be added to the FDMAccessGroup in both FDM Server and FDM Client computers.

    2. If the Windows user has logged on to the FDM Client computer as FDMMngr, the user need not be added to the FDMAccessGroup.

    3. The user who is currently logged on to Windows must be a part of an FDM user group. For more information, refer to section Roles and Privileges.

    To add a user to the FDMAccessGroup, perform the following steps.

    Step Action

    1 On the client computer, right-click Computer and click Manage.

    The Server Manager dialog box appears.

    2 In the Server Manager tree, expand Configuration > Local Users and Groups > Groups.

    The list of groups appears in the right pane.

    3 Right-click FDMAccessGroup and click Add to Group.

    4 Add the logged on user to this group and click OK.

    5 Repeat the above steps 1 through 4 in the FDM Server computer.

    You can logon to the FDM Server from a remote FDM Client.

    REFERENCE - INTERNAL

    In case of any problem during remote access, refer to the FDM R430 Troubleshooting Guide.

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    50 Field Device Manager - R430 User's Guide R430 Honeywell May 2012

    Logging on to the FDT Comm Console To logon to the FDM Comm Console which is installed along with RCI, perform the following steps.

    ATTENTION

    If you are logging on for the first time, ensure that FDM is updated with the proper license file. To update the license, refer to section Updating FDM license.

    If Single Sign On is enabled, then the logon screen does not appear.

    If the Single Sign On is disabled, then FDT Comm Console displays the logon screen. You must provide his username and password to log on to the FDT Comm Console.

    Step Action

    1 Choose Start > All Programs > Honeywell FDM > FDT Comm Console.

    The Field Device Manager login window appears.

    TIP

    You can also click the FDT Comm Console icon on your desktop.

    2 Type the name of the Server or select the server from the drop-down list.

    TIP

    If you are connecting to the server for the first time, enter the server name. If FDM connects to the specified FDM Server successfully, then the server name is cached and is available for selection from the drop-down list during subsequent logins.

    Note: If both server and client are running on the same computer, you can use LOCALHOST as server name in the Server box.

    3 Click Login.

    The Field Device Manager login window appears.

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    Step Action

    ATTENTION

    If you are logging on to the FDT Comm Console for the first time, enter the following credentials.

    Login Name: administrator

    Password: password