Pactware Manual 1

I/A Series System
Extended Frame Services 2.3 and I/A Series Communication DTMs
B0400EF Rev H November 30, 2011
Invensys, Avantis, Foxboro, FoxCom, I/A Series, the Invensys logo, and Triconex are trademarks of Invensys plc, its subsidiaries, and affiliates. All other brand names may be trademarks of their respective owners. Copyright 2003 - 2011 Invensys Systems, Inc. All rights reserved
SOFTWARE LICENSE AND COPYRIGHT INFORMATION Before using the Invensys Systems, Inc. supplied software supported by this documentation, you should read and understand the following information concerning copyrighted software. 1. The license provisions in the software license for your system govern your obligations and usage rights to the software described in this documentation. If any portion of those license provisions is violated, Invensys Systems, Inc. will no longer provide you with support services and assumes no further responsibilities for your system or its operation. 2. All software issued by Invensys Systems, Inc. and copies of the software that you are specifically permitted to make, are protected in accordance with Federal copyright laws. It is illegal to make copies of any software media provided to you by Invensys Systems, Inc. for any purpose other than those purposes mentioned in the software license.
Contents
Figures................................................................................................................................... vii Tables.................................................................................................................................. xiii Preface................................................................................................................................... xv Who Should Read This Book .................................................................................................. xv What You Should Know ......................................................................................................... xv Revision Information .............................................................................................................. xv Database Migration and Software Upgrades .......................................................................... xvii 100 Series FBM Migration ............................................................................................... xvii PACTware Upgrade ......................................................................................................... xvii Reference Documents .......................................................................................................... xviii 1. Extended Frame Services 2.3 ............................................................................................. 1 Overview ................................................................................................................................... 1 Device DTMs ........................................................................................................................... 1 Using Vendor Device DTMs with EFS ................................................................................ 2 Communication DTMs ............................................................................................................ 2 PACTware Frame Application .................................................................................................. 2 Offline Configuration .......................................................................................................... 3 Configuration of Off-platform Devices ................................................................................ 3 Extended Frame Services 2.3 ..................................................................................................... Valid Configurations for EFS 2.3 On-Platform Configuration ............................................. EFS Hardware and Software Requirements .......................................................................... I/A Series Platform Requirements .................................................................................... Off-Platform Requirements ............................................................................................. Invensys Condition Monitoring and Avantis.Pro ............................................................. 3 4 7 7 7 7
2. Software Installation.......................................................................................................... 9 Before you Begin ....................................................................................................................... 9 Installation Directory ......................................................................................................... 10 Database Migration and Software Upgrades ....................................................................... 10 100 Series FBM Migration ............................................................................................ 10 Upgrading PACTware ................................................................................................... 10 Install PACTware .................................................................................................................... Install Microsoft .NET Framework 2.0 .............................................................................. Install PACTware 4.0.6 ...................................................................................................... Installing the HART Communication DTM ..................................................................... 11 11 12 19
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Install EFS and HART/FoxCom Device Manager .................................................................. 25 Install Microsoft .NET Framework 4.0 .............................................................................. 25 Install EFS and HART/FoxCom Communication Device Type Managers ......................... 28 Install the Device DTMs ......................................................................................................... 36 Invensys 3rd Party DTMs for Non Invensys HART Devices .............................................. 36 DTMs for Invensys Instruments ......................................................................................... 44 Initialize PACTware V4.0 Device Catalog .............................................................................. 45 Uninstall EFS .......................................................................................................................... 47 3. Online Configuration...................................................................................................... 51 Intelligent Field Device Connection to an I/A Series System ................................................... 52 System and Database Hierarchy ......................................................................................... 52 Workflow for Online Configuration ....................................................................................... 55 Initialize the Device Catalog and Start a Project ...................................................................... 56 Configure the FBM Communication DTM ............................................................................ 57 Configure Devices in PACTware ............................................................................................ 62 Configuring the Device ........................................................................................................... 65 Save and Close the PACTware Project .................................................................................... 67 Configuring a Router DTM with a DVC 6000 ...................................................................... 68 Important Note about EFS Scanning of Field Devices ............................................................ 68 4. Offline Configuration: Bulk Data Import ....................................................................... 69 Introduction ............................................................................................................................ 69 Creating a Worksheet for Bulk Import .................................................................................... 70 Importing the ECB Data from Excel to EFS ........................................................................... Importing to a New EFS Database ..................................................................................... Importing to an Existing EFS Database .............................................................................. Resolving Conflicts within the Imported Data ................................................................... Resolving Conflicts Between the Imported Data and the Database ..................................... 71 72 74 77 78
Validating the Offline Configuration ...................................................................................... 79 5. Offline Configuration: Manual Entry.............................................................................. 87 Introduction ............................................................................................................................ 87 Entering ECB Information ...................................................................................................... 89 Editing Manually Entered Device ECB Information ............................................................... 90 Validating the Offline Configuration ...................................................................................... 92 6. Setting Up the EFS Database Using Microsoft SQL Server 2008 .................................... 95 Selecting Microsoft SQL Server 2008 as the Database Application .......................................... 96 Create the New Database ........................................................................................................ 98
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Setting Options on EFS Database .................................................................................... 102 Set the DSN for the Microsoft SQL Server Database ............................................................ 103 Best Practices for Advanced Users ......................................................................................... 108 Programmatic Access to Device Databases ............................................................................ 108 Invensys Condition Monitoring ............................................................................................ 108 Avantis Enterprise Asset Management ................................................................................... 109 7. Configuring Devices for EFS Scanning.......................................................................... 111 HART Device Scan Considerations ...................................................................................... 112 HART Devices Connected To I/A Series HART FBMs ................................................... 113 HART Devices Connected To HART Multiplexers ......................................................... 113 Exporting the PACTware Project .......................................................................................... 114 Selecting the Devices and Setting the Frequency ................................................................... Viewing Scanned Devices ................................................................................................. Alphabetically Sorted Groups ...................................................................................... Grouping by Communication Device .......................................................................... Removing Devices ............................................................................................................ Updating the Service ........................................................................................................ Managing the Scan Service .................................................................................................... Starting the Scan Service .................................................................................................. Configuring Automatic Startup ........................................................................................ Stopping DevScan ............................................................................................................ Updating the Service on the Fly ....................................................................................... 115 117 117 119 120 120 120 121 122 122 123
8. Configuring and Scanning Off-Platform Devices .......................................................... 125 HART Multiplexer Example ................................................................................................. 125 Hardware and Software Prerequisites ................................................................................ 126 Getting Started ...................................................................................................................... 127 Add HART Communication and Multiplexer DTMs ........................................................... 130 Multiplexer Master DTM ................................................................................................ 131 Multiplexer Slave DTM ................................................................................................... 133 Add the DTMs for Field Devices .......................................................................................... 135 Verify Device Connections .................................................................................................... 136 Configuring the Device ......................................................................................................... 138 Important Note about EFS Scanning of Field Devices ..................................................... 139 Configure EFS Scanning ....................................................................................................... 140 Deletion of the Unused Non-I/A Series Device Objects ................................................... 142 Other Off-platform Configurations ....................................................................................... MTL Multiplexer and Devices ......................................................................................... HART or FoxCom Modem with a Device ....................................................................... Pepperl+Fuchs Elcon 2700G HART Multiplexer with Devices ........................................ 143 144 149 151
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Appendix A. Troubleshooting ........................................................................................... 161 Errors from the Scan Process EFS Component ...................................................................... Informational Messages .................................................................................................... Scanner Internal Failures .................................................................................................. EFS Access Errors ............................................................................................................. Processing Errors .............................................................................................................. Configuring the Log Settings for EFS Components .............................................................. EFSObject ........................................................................................................................ FBM Passthru Communication DTMs ............................................................................ Device Access ................................................................................................................... 161 161 161 162 162 168 169 169 169
Errors from the Device Access EFS Component .................................................................... 162
Configuring the Retry Count for Global Find of a CP from PT_API .................................... 170 Reading Device Parameters of the EFS Database ................................................................... 171 Case 1: Microsoft SQL Server 2008 ................................................................................. 171 Case 2: Microsoft Access .................................................................................................. 171 Restoring the Database in SQL Server 2008 .......................................................................... 172 Appendix B. Upgrading to PACTware 4.0 and EFS 2.3 .................................................... 183 Maintenance Only Applications ............................................................................................ 183 Converting PACTware Projects ........................................................................................ 184 Maintenance and Asset Management Applications ................................................................ 185 Converting PACTware Projects ........................................................................................ 187 Appendix C. Database Migration ...................................................................................... 189 Migration to Microsoft SQL Server 2008 .............................................................................. Import from the Access Database ..................................................................................... Set the Primary Key for the Database Tables .................................................................... Set Default Values for the CommunicationDevices Table ................................................ 189 189 197 202
Migrating Databases from Previous Versions to EFS 2.3 ....................................................... 204 Migration Procedure When the Database is SQL Server ................................................... 205 Migration Procedure When the Database is Microsoft Access .......................................... 207 Appendix D. Choosing a Proper DTM for a Field Device................................................. 209
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Figures
1-1. 1-2. 1-3. 2-1. 2-2. 2-3. 2-4. 2-5. 2-6. 2-7. 2-8. 2-9. 2-10. 2-11. 2-12. 2-13. 2-14. 2-15. 2-16. 2-17. 2-18. 2-19. 2-20. 2-21. 2-22. 2-23. 2-24. 2-25. 2-26. 2-27. 2-28. 2-29. 2-30. 2-31. 2-32. 2-33. 2-34. 2-35. 2-36. 2-37. 2-38. 2-39. 2-40. 2-41. Typical EFS Configuration with EFS Server on Enterprise Network ............................. 5 EFS Configuration with EFS Server on Platform .......................................................... 6 Alternate EFS Configuration with EFS Server on the I/A Series Network ..................... 6 Welcome Wizard ........................................................................................................ 11 License Agreement ...................................................................................................... 12 Choose Setup Language Dialog Box ............................................................................ 12 Welcome Page ............................................................................................................. 13 PACTware License Agreement .................................................................................... 14 Customer Information Page ........................................................................................ 14 Setup Type Page ......................................................................................................... 15 Choose Destination Location ...................................................................................... 16 Changing the Installation Folder ................................................................................. 17 Reviewing the Setup .................................................................................................... 17 Setup Status Page ........................................................................................................ 18 Installation Complete Wizard ..................................................................................... 19 Generic HART DTM Welcome Page ......................................................................... 20 HART DTM License Agreement ................................................................................ 21 Customer Information for the Generic HART DTM Installation ............................... 22 Ready to Install ........................................................................................................... 23 Installation Progress .................................................................................................... 24 Completing the Generic HART DTM Installation ..................................................... 25 .NET Framework 4 Setup ........................................................................................... 26 .NET Framework 4 Installation Progress .................................................................... 27 .NET Framework 4 Installation Complete .................................................................. 28 Loading the Installation Program for FDT Components ............................................. 29 EFS License Agreement Page ....................................................................................... 29 Choose Destination Location Page with Default Selection .......................................... 30 Choosing the Installation Folder ................................................................................. 31 Changing the Installation Directory ............................................................................ 31 Installation Directory Is Changed ............................................................................... 32 Installation Location Must Include \FDM_EFS .......................................................... 33 Selecting the Product Features ..................................................................................... 34 EFS 2.3 Setup Status ................................................................................................... 34 Configure EFS Database Dialog Box ........................................................................... 35 Installation of EFS and Communication DTMs is Complete ...................................... 36 Invensys Third Party DTMs Welcome Wizard ........................................................... 37 Invensys Third Party DTMs License Agreement ......................................................... 38 Invensys Third Party DTMs Customer Information ................................................... 39 Invensys Third Party DTMs - Choose Setup Type ...................................................... 39 Invensys Third Party DTMs - Customer Setup ........................................................... 40 Changing the Installation Folder ................................................................................. 41 Custom Setup for Third Party DTMs ......................................................................... 42 DTM Library Ready to Install Page ............................................................................ 43 DTM Library Installation Complete Wizard ............................................................... 44
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2-42. 2-43. 2-44. 2-45. 2-46. 3-1. 3-2. 3-3. 3-4. 3-5. 3-6. 3-7. 3-8. 3-9. 3-10. 3-11. 3-12. 3-13. 3-14. 4-1. 4-2. 4-3. 4-4. 4-5. 4-6. 4-7. 4-8. 4-9. 4-10. 4-11. 4-12. 4-13. 4-14. 4-15. 5-1. 5-2. 5-3. 5-4. 6-1. 6-2. 6-3. 6-4. 6-5. 6-6. 6-7. 6-8. 6-9. 6-10.
PACTware Project Window ........................................................................................ 46 PACTWare Device Catalog ........................................................................................ 47 Choosing Remove Option for EFS .............................................................................. 48 Confirm Uninstall ....................................................................................................... 48 Uninstallation of EFS is Complete .............................................................................. 49 HART Device Management Architecture ................................................................... 51 EFS Displaying I/A Series Hierarchy ........................................................................... 53 Configuring Devices for Maintenance and Tuning Online ......................................... 55 PACTware Project Window ........................................................................................ 56 PACTWare Device Catalog ........................................................................................ 57 Device for HOST PC ................................................................................................. 58 FBM Communication DTM Parameters .................................................................... 59 Network Object Selection Dialog Box ......................................................................... 60 FBM Communication DTM Parameters .................................................................... 61 Dialog Box Shows Four FBM Channels ...................................................................... 62 Adding a Device DTM ............................................................................................... 63 Configuring the Device DTM .................................................................................... 64 Verifying Communications DTM ............................................................................... 65 Editing the Slave Device Online .................................................................................. 67 Device Configuration Starting with Bulk Data Import ................................................ 70 Entering ECB Information in the Excel Spreadsheet ................................................... 71 Parameter Dialog Box for a New FBM ........................................................................ 72 Open Dialog ............................................................................................................... 73 Select Device in PACTware ........................................................................................ 74 Updating the EFS Database with Bulk Imports ........................................................... 75 Offline Configuration Dialog Box ............................................................................... 76 EFSBulkImport.log, Yes Selected in the Offline Configuration Dialog Box ................ 76 EFSBulkImport.log, No Selected in the Offline Configuration Dialog Box ................ 77 Incremental Validation of an Offline Configuration ................................................... 80 Network Object Selection Dialog Box ......................................................................... 81 Offline Configuration Dialog Box ............................................................................... 81 EFSValidate.log, Yes Selected in the Offline Configuration Dialog Box ...................... 83 EFSValidate.log, No Selected in the Offline Configuration Dialog Box ...................... 83 Log file for Parent and Child Device ECB Mismatch .................................................. 84 Device Configuration Starting with Manual ECB ....................................................... 88 Entering ECB Names .................................................................................................. 89 Manually Entering Changes to EFS Database ............................................................. 90 Offline Comparison Dialog Box ................................................................................. 91 Welcome Page ............................................................................................................. 96 Configure EFS Database Dialog Box ........................................................................... 97 Maintenance Complete Page ....................................................................................... 97 Creating a New Database ............................................................................................ 98 Database Properties ..................................................................................................... 99 Microsoft SQL Server Management Studio ................................................................. 99 Opening the Login - New Window ........................................................................... 100 Login Window for a New Database .......................................................................... 101 User Mapping Page ................................................................................................... 102 Database Properties Pane .......................................................................................... 103
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Figures
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6-11. 6-12. 6-13. 6-14. 6-15. 6-16. 6-17. 6-18. 7-1. 7-2. 7-3. 7-4. 7-5. 7-6. 7-7. 7-8. 7-9. 7-10. 7-11. 7-12. 7-13. 7-14. 7-15. 8-1. 8-2. 8-3. 8-4. 8-5. 8-6. 8-7. 8-8. 8-9. 8-10. 8-11. 8-12. 8-13. 8-14. 8-15. 8-16. 8-17. 8-18. 8-19. 8-20. 8-21. 8-22. 8-23. 8-24. 8-25.
ODBC Data Source Administrator ........................................................................... Create New Data Source Dialog Box ........................................................................ Create New Data Source to SQL Server Wizard ........................................................ Specifying Authentication Method ............................................................................ Setting Additional Properties ..................................................................................... Final Wizard Page ..................................................................................................... Selected Data Source Settings .................................................................................... SQL Server ODBC Data Source Test ....................................................................... Setting up I/A Series Devices for EFS Scanning ........................................................ Exporting Device Configurations from PACTware ................................................... EFS Export with Warnings ....................................................................................... Selecting a Field Device for Scanning ........................................................................ Setting the Scanning Frequency ................................................................................ Device Grouping List Control ................................................................................... Selecting the Group Size ........................................................................................... Alphabetically Sorted Grouping ................................................................................ Removing Devices from Alphabetic Grouping .......................................................... Start Service Button .................................................................................................. Configuring the Device Scanner Service .................................................................... Stop Service Button ................................................................................................... Click Update Service to Make Changes on the Fly .................................................... Scanner Configuration Update in Progress ................................................................ Update Service is Successful ...................................................................................... Example HART Multiplexer Configuration .............................................................. Configuring Devices Connected via a HART Multiplexer for EFS Scanning ............ Updating the Device Catalog .................................................................................... Setting Up the Project View ...................................................................................... Naming the PACTware Project ................................................................................. Add the HART Communication DTM to the Host PC ........................................... HART Communication DTM Parameters ................................................................ Adding the Master DTM .......................................................................................... Editing Master Multiplexer Parameters ..................................................................... Adding a Slave DTM ................................................................................................ Selecting the Slave Communication Channel ............................................................ Editing the Slave Multiplexer Parameters .................................................................. Selecting a Slave Device ............................................................................................ Rebuild Loops Dialog Box ........................................................................................ Connecting to the Multiplexer Slave ......................................................................... Editing the Slave Device Online ................................................................................ Exporting Device Configurations from PACTware ................................................... Selecting an Off-Platform Field Device for Scanning ................................................ Setting the Scanning Frequency ................................................................................ EFSExportWarning Dialog Box ................................................................................ Network Object Selection ......................................................................................... Confirm Deletion Dialog Box ................................................................................... Configuring Devices Connected via an MTL Multiplexer for EFS Scanning ............. Selecting Scan List in PACTware .............................................................................. Selecting RS-485 Address in PACTware ...................................................................
104 104 105 105 106 106 107 107 112 114 114 115 116 117 118 118 119 121 122 123 124 124 124 125 127 128 129 129 130 131 132 133 134 134 135 136 137 138 139 140 141 142 142 143 143 144 145 146
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Figures
8-26. 8-27. 8-28. 8-29. 8-30. 8-31. 8-32. 8-33. 8-34. 8-35. 8-36. 8-37. 8-38. 8-39. A-1. A-2. A-3. A-4. A-5. A-6. A-7. A-8. A-9. A-10. A-11. A-12. A-13. B-1. B-2. B-3. B-4. B-5. C-1. C-2. C-3. C-4. C-5. C-6. C-7. C-8. C-9. C-10. C-11. C-12. C-13. C-14. C-15. C-16.
Refreshing the Instrument List in PACTware ............................................................ List of Devices in PACTware .................................................................................... Channel Selection in PACTware ............................................................................... FoxCom Modem with a FoxCom Device .................................................................. HART Modem with a HART Field Device .............................................................. Configuring Devices Connected via a Modem for EFS Scanning .............................. Multiplexer and Device Setup Procedure .................................................................. Adding HART Communication DTM to HOST PC ............................................... Configuring HART Communication DTM ............................................................. Adding Mux 2700G (FDT) Master DTM to the HART Communication DTM ..... Adding 2700 Slave (FDT) Slave DTM to the Mux Master DTM ............................. Channel Scan Completed .......................................................................................... Connecting the Device DTMs in PACTware ............................................................ Choosing Extras > EFS Export from PACTware Main Menu ................................... Microsoft SQL Server Management Studio - Restore Database ................................. Restore Database Window ........................................................................................ Specify Backup Dialog Box ....................................................................................... Locate Backup File Dialog Box ................................................................................. Backup Location Listed ............................................................................................. Restore Checkbox ..................................................................................................... Restore Options and Standby File ............................................................................. Restore State and Modified Paths .............................................................................. EFSDB Restored Successfully .................................................................................... Opening a New Query .............................................................................................. Query Successfully Executed ..................................................................................... Login Properties Window, General Page ................................................................... Login Properties Window, User Mapping Page ......................................................... Choices for Maintenance Only Applications ............................................................. EFS Displaying I/A Series Hierarchy ......................................................................... Ensure that the DevScan Service is Stopped .............................................................. Selecting the Product Features ................................................................................... EFS Displaying I/A Series Hierarchy ......................................................................... SQL Server Import and Export Wizard Dialog Box .................................................. Choose a Data Source Page ....................................................................................... Choose a Destination Page ........................................................................................ Specify Table Copy or Query Page ............................................................................ Select Source Tables and Views Page ......................................................................... Save and Execute Package Page ................................................................................. SQL Server Import and Export Wizard ..................................................................... Final Wizard Page Indicates the Import Was a Success .............................................. Option Dialog Box in SQL Server Management Studio ............................................ Tables Summary Tab ................................................................................................ Tables Design View .................................................................................................. Setting the Primary Key ............................................................................................ Option Dialog Box in SQL Server Management Studio (Checking) ......................... FBMTypeSoftware Column Properties ..................................................................... Channel Column Properties ...................................................................................... Selecting 100 Series Migration ..................................................................................
147 148 149 150 150 151 152 153 154 155 156 157 158 159 172 173 173 174 175 175 176 177 178 179 179 180 181 184 185 186 187 188 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 206
Figures
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D-1. D-2. D-3. D-4. D-5. D-6. D-7. D-8. D-9. D-10. D-11.
Configure Communication DTM ............................................................................. Listing DTMs for a Vendor in the Device Catalog .................................................... Choosing Device DTM to Print Online Parameterization ........................................ Adding Device DTM to Proper Channel .................................................................. Device DTM Added Under Communication DTM ................................................. Putting the Device Online ........................................................................................ Device Online ........................................................................................................... Choosing Print Online Parameterization ................................................................... Showing Online Parameterization ............................................................................. Online Parameterization Showing Fld Dev Rev and Software Rev ...................... Selecting Correct DTM From List of DTMs for a Vendor ........................................
210 211 212 213 214 215 216 217 218 219 220
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Tables
2-1. 3-1. 3-2. 3-3. 4-1. 4-2. 5-1. C-1. Replacing 100 Series FBMs ......................................................................................... 10 200 Series FBMs and Associated ECBs ....................................................................... 53 100 Series FBMs and Associated ECBs ....................................................................... 54 New 200 Series FBMs and Associated ECBs ............................................................... 54 Resolving Conflicts Between Imported Data and the EFS Database ............................ 78 How Validation Resolves Differences Between CSA and the EFS Database ................ 84 Resolving Conflicts Between Manually Entered Data and The EFS Database ............. 92 Migration to 200 Series FBMs (Partial) ..................................................................... 206
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Preface
This document provides information for installing, configuring, operating and troubleshooting I/A Series system Extended Frame Services and Communication DTMs.
Who Should Read This Book

This book is intended for process control engineers and operators, instrument and maintenance engineers and other qualified and authorized personnel involved in setting up, configuring and maintaining I/A Series equipment to provide an interface to intelligent field devices using the HART or FoxCom communication protocols.
What You Should Know

Prior to using this book, you should be generally familiar with the I/A Series system. Detailed information relating to the various I/A Series software and hardware elements is found in the reference documents listed below. You should also be familiar with the field device protocol that you intend to interface to an I/A Series system. If you intend to use Microsoft SQL Server 2008 with Extended Frame Services, it is presumed that you are proficient in the administration and configuration of Microsoft SQL Server 2008. Installation of the server is not covered in this document, and the database configuration instructions are limited to EFS specific tasks.
Revision Information
For this release of the document (B0400EF-H), the following changes were made: Global Updated all references to EFS2.2 to EFS2.3, PACTware 3.6 SP1 to PACTware 4.0 and Microsoft SQL Server 2005 to Microsoft SQL Server 2008. Chapter 1 Extended Frame Services 2.3 Revised the content of chapter to reflect use of PACTware V4.0 and Microsoft SQL Server 2008 with EFS2.3. Chapter 2 Software Installation Revised the content of chapter to reflect use of PACTware V4.0 and Microsoft SQL Server 2008 with EFS2.3.

Updated Install PACTware on page 11. Added Install Microsoft .NET Framework 4.0 on page 25. Updated Install EFS and HART/FoxCom Communication Device Type Managers on page 28 and Install the Device DTMs on page 36. Updated screenshots in Initialize PACTware V4.0 Device Catalog on page 45. Added Uninstall EFS on page 47.
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Chapter 3 Online Configuration Added FBM247 to Table 3-3, New 200 Series FBMs and Associated ECBs. Updated Initialize the Device Catalog and Start a Project on page 56. Updated Figure 3-3, Figure 3-7, Figure 3-9, Figure 3-10, Figure 3-11, Figure 3-12 and Figure 3-13. Chapter 4 Offline Configuration: Bulk Data Import Minor update to directories listed in Creating a Worksheet for Bulk Import on page 70, Importing to an Existing EFS Database on page 74, and Validating the Offline Configuration on page 79. Updated Figure 4-1 on page 70, Figure 4-3 on page 72, Figure 4-6 on page 75, and Figure 4-10 on page 80. Chapter 5 Offline Configuration: Manual Entry Updated Figure 5-1 on page 88, Figure 5-2 on page 89, Figure 5-3 on page 90, and Figure 5-4 on page 91. Minor edits to Editing Manually Entered Device ECB Information on page 90. Chapter 6 Setting Up the EFS Database Using Microsoft SQL Server 2008 Added Setting Options on EFS Database on page 102. Edits to Best Practices for Advanced Users on page 108. Chapter 7 Configuring Devices for EFS Scanning Added HART Device Scan Considerations on page 112. Updated Figure 7-1 Setting up I/A Series Devices for EFS Scanning on page 112. Updated the note at the end of Exporting the PACTware Project on page 114. Updated screenshots in and added the final warning to Selecting the Devices and Setting the Frequency on page 115. Updated Updating the Service on page 120, Starting the Scan Service on page 121, Stopping DevScan on page 122 and Updating the Service on the Fly on page 123. Chapter 8 Configuring and Scanning Off-Platform Devices Updated the list of CD-ROMs required during the installation process for the HART multiplexer in Hardware and Software Prerequisites on page 126. Upgraded screenshots in Getting Started on page 127, Add HART Communication and Multiplexer DTMs on page 130, Figure 8-12 on page 135, Add the DTMs for Field Devices on page 135 and Configure EFS Scanning on page 140.

In Multiplexer Master DTM on page 131, changed the HART communications DTM in the Project view from COM2 to COM1. Added another procedure to the beginning of Verify Device Connections on page 136. Updated MTL Multiplexer and Devices on page 144, including Figure 8-23. Added figures to Pepperl+Fuchs Elcon 2700G HART Multiplexer with Devices on page 151. Appendix A Troubleshooting
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Minor update to Case 1: Microsoft SQL Server 2008 on page 171. Updated Restoring the Database in SQL Server 2008 on page 172. Appendix B Upgrading to PACTware 4.0 and EFS 2.3 Updated Maintenance Only Applications on page 183. Updated Figure B-4 on page 187. Appendix C Database Migration Updated the steps are to be executed to create SQL Server 2008 EFS database from an Access EFS database on page 189. Updated Import from the Access Database on page 189, Set the Primary Key for the Database Tables on page 197, Set Default Values for the CommunicationDevices Table on page 202 and Migrating Databases from Previous Versions to EFS 2.3 on page 204. Appendix D Choosing a Proper DTM for a Field Device
Added this appendix.
Database Migration and Software Upgrades

If you are upgrading your EFS application from the previous version (EFS1.1, 2.1 and 2.2), you should first review Appendix C Database Migration for important information on migrating the database to the latest EFS version. The appendix also contains information on changing the database software from Microsoft Access to Microsoft SQL Server 2008.
100 Series FBM Migration

If you are replacing certain 100 Series FBMs with the new 200 Series FBM243 and FBM243b, you can select an option in the migration procedure that will convert the database records for 100 Series FBMs to reflect the new FBMs. The table below provides a partial list of the 100 Series FBMs and their 200 Series replacements. The option is described in Migrating Databases from Previous Versions to EFS 2.3 on page 204. 100 Series FBM FBM18 FBM39 FBM43 FBM44 FBM46 200 Series Upgrade FBM243 FBM243b FBM243 FBM243b FBM246b
The full list of 200 Series FBM replacements for 100 Series FBMs is available in 100 Series Fieldbus Module Upgrade User's Guide (B0700BQ).
PACTware Upgrade
If you are currently using EFS 1.1, EFS 2.0, EFS 2.1 or EFS 2.2, you should also review Appendix B Upgrading to PACTware 4.0 and EFS 2.3 for information on managing PACTware projects as you install PACTware Version 4.0, which is required for EFS 2.3.
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Reference Documents
In addition to the information in this document, you should be familiar with the following documents. For information on integrating FBMs and intelligent field devices into an I/A Series system, refer to: DIN Rail Mounted Subsystem Users Guide (B0400FA) Measurement Integration (B0193RA) HART Communication Interface Modules Users Guide (B0400FF) 100 Series Fieldbus Module Upgrade User's Guide (B0700BQ). For information about defining blocks and compounds, refer to: Integrated Control Block Descriptions (B0193AX) Integrated Control Software Concepts (B0193AW). For information about configuring your system, refer to: System Definition: A Step-by-Step Procedure (B0193WQ) Integrated Control Configurator (B0193AV). For details on the application programming interface of EFS, refer to: Extended Frame Services 2.x Application Programming Interface (B0400EG). Most are available on the I/A Series Electronic Documentation CD-ROM (K0173TQ or K0173WT) provided by the Foxboro business unit of Invensys. The latest revisions may also be available through the Global Customer Support at http://support.ips.invensys.com.
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1. Extended Frame Services 2.3

This chapter describes FDT Manager Components including Extended Frame Services 2.3, an I/A Series system application that is compliant with the Field Device Tool V1.2 and Addendum standard, as well as the I/A Series system communication Device Type Managers (DTMs).
Overview
Field Device Tool (FDT) uses industry-standard technology to provide a single application to translate and use the vendor-defined functions of many different intelligent field devices. Using Field Device Tool technology in your I/A Series system, you can integrate a number of different field devices that use the HART or FoxCom communication protocol into your system, and you can access, configure, calibrate and maintain each of them, regardless of manufacturer.

To enable communication between the control network and field devices, the I/A Series system uses combinations of the following FDT Components: Instrument Device Type Managers (device DTMs) Communication Device Type Managers (communication DTMs) PACTware 4.0 FDT Frame Application Extended Frame Services 2.3
Device DTMs
Each device is associated with a device DTM, which is a software component created by the device manufacturer that provides the functionality to configure and calibrate the device, and perform device diagnostics. A typical device DTM enables you to:

View full screen displays of device parameters to speed device DTMs off-line configuration Reconfigure the tag number, tag name, device name, location, upper and lower range values, damping time, digital or 4 to 20 mA output, type of units measured and other configurable parameters as required Accurately re-range a device without applying a calibrated input signal Diagnose problems and determine if they are process or device errors Adjust the device output to any value for verification, troubleshooting, or loop calibration.
NOTE
When working with EFS and HART devices, use only the CodeWrights Invensys 3rd Party DTMs in the Code Wrights library CD (K0201AW) in the EFS deliverables. Exceptions to the rule are indicated later.
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NOTE
Refer to Appendix D Choosing a Proper DTM for a Field Device before proceeding to use DTMs from Code Wrights DTM library. Invensys Foxboro provides DTMs for Invensys manufactured HART and FoxCom field devices. DTMs are available in the Code Wrights DTM library in the EFS deliverables for many non Invensys devices. These are devices for which the device manufacturer provided the device DD source to the HART Communication Foundation. There are some devices for which you will not find DTMs in the Code Wrights DTM library, as the device manufacturers do not provide DD source files to the HART Communication Foundation. In such cases, if you can secure the DD source from the vendor, Invensys provides a service to generate the DTM from the DD source files. Contact Global Customer Support for information on pricing and a quotation.
Using Vendor Device DTMs with EFS

Vendor DTMs are very desirable for performing advanced device functions. However, most vendor DTMs do not implement the interfaces required by EFS for background monitoring of devices. The following recommendations are made. EFS scans should be performed only with a DTM from the CodeWrights Invensys 3rd Party DTMs package. Although vendor-supplied device DTMs should not be used to run EFS scans, they can be used in PACTware 4.0 for device configuration and calibration, and advanced device diagnostics.
Communication DTMs
The I/A Series system also requires an FBM Communication DTM (sometimes referred to as a communication passthrough DTM), which is created as per fieldbus type, for communication through the I/A Series Control Network, Control Processor and FBM to the device. Two FBM Communication DTMs are shipped on the EFS media kit: one for communication with HART devices via an FBM, the other for communication with FoxCom devices. These DTMs should be installed when you install PACTware. A generic HART Communication DTM is required to communicate with HART field devices in a non I/A Series system environment. These devices are connected to the host workstation via a modem or multiplexer, and not via an FBM on the I/A Series Control Network. In the this document, these devices are referred to as off-platform devices. The HART Communication DTM is shipped along with the PACTware installation. If you connect the device via a multiplexer, such as a multiplexer, you must use a vendor-provided DTM for the device communication in addition to the HART Communication DTM.
PACTware Frame Application

Process Automation Configuration Tool (PACTware) is a standard frame application for device DTMs. PACTware allows the combination of intelligent field devices from different manufacturers into one project and provides a single user interface to each device DTM.
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PACTware is installed on an I/A Series workstation with the FBM Communication DTMs and device DTMs and enables you to configure and manage HART and FoxCom devices online. PACTware queries the I/A Series Compound Summary Access (CSA) instance to discover the equipment control blocks (ECBs) that have been deployed for the FBMs and their attached devices. Use PACTware to associate the FBM ECB with the appropriate FBM Communication DTM and the individual devices with their respective device DTMs. You can then open the device DTMs and configure the devices, and upload and download the device configurations. Configuration of the intelligent field devices on the I/A Series system is discussed in Chapter 3 Online Configuration.
NOTE
If you are currently using EFS 1.1, EFS 2.0, EFS2.1 or EFS 2.2, you should review Appendix B Upgrading to PACTware 4.0 and EFS 2.3 for information on managing PACTware projects as you install PACTware Version 4.0, which is required for EFS 2.3.
Offline Configuration
PACTware can also be used in conjunction with EFS to configure HART and FoxCom devices before their ECBs are deployed to the I/A Series system. Instead of querying the CSA for ECB information, the ECB names are sourced from the EFS database. You can enter the names by importing them from a spreadsheet or using manual data entry. The two methods are described in Chapter 4 Offline Configuration: Bulk Data Import and Chapter 5 Offline Configuration: Manual Entry, respectively.
Configuration of Off-platform Devices

PACTware can also be used to configure and manage off-platform HART and FoxCom devices connected to the I/A Series workstation via a modem or multiplexer. Chapter 8 Configuring and Scanning Off-Platform Devices provides an extended example in which the workstation is connected to a HART device via a Pepperl+Fuchs multiplexer.
Extended Frame Services 2.3

Extended Frame Services (EFS) provide FDT compliant data collection services to scan instrument data to link instrument maintenance information from HART or FoxCom devices to the Avantis Condition Manager. EFS scans the desired information and stores the data in a relational database with a predefined, documented data structure and table definition. Then the Avantis Condition Manager application extracts selected asset management data from the relational database. The data can include device identification information, device health status and DTM-supplied cycle counts for valve positioners. The Condition Manager application monitors data scanned by EFS into the relational database and creates a work order within Avantis.PRO when a device malfunctions. Usage of the EFS scanner is intended and recommended for HART devices connected to HART multiplexers. For devices connected to I/A Series FBMs, scanning data through the Control Processor and Foxboro Control Software (FCS) with ArchestrA application objects is recommended when Foxboro Control Software (FCS) is used. Primary instrument health data is automatically scanned into the Control Processor. Additional extended device status, automatically collected by
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HART FBMs, as well as additional HART device data can be scanned into the Control Processor as desired. Refer to HART Devices Connected To I/A Series HART FBMs on page 113 for further details. Alarming and communicating abnormal device status may be performed through ArchestrA application objects and the ArchestrA system platform, or alternatively through alarm capabilities in applications such as FoxView. These techniques result in much faster instrument alarms compared to using EFS and the Avantis Condition Manager. In the FBM-connected scenario, if it is desirable to use the Avantis.PRO work order system, the Condition Manager's OPC or historian interfaces may be used instead of its EFS interface. The EFS database is implemented with either Microsoft Access or Microsoft SQL Server 2008. Microsoft Access is installed as the default EFS database and requires no additional setup. Microsoft SQL Server 2008 is the recommended database for all systems that use EFS. However Microsoft Access can be selected and used for proof of concept and systems used for training. See Chapter 6 Setting Up the EFS Database Using Microsoft SQL Server 2008 for information on creating the EFS database with Microsoft SQL Server 2008. See Appendix C Database Migration for information on converting an existing EFS database from Microsoft Access to Microsoft SQL Server 2008, and on managing the EFS database as you upgrade the application to EFS 2.3.
NOTE
Extended Frame Services 2.3 requires PACTware 4.0 for configuration, and supports Microsoft SQL Server 2008 only (not any earlier versions). A scanning process is provided with EFS to ensure that intelligent field device information in the database is updated periodically. The scanner retrieves device parameters and status, and saves the updated information to the database. You can configure the scanner to specify which devices to scan and the frequency of scanning. See Chapter 7 Configuring Devices for EFS Scanning for instructions on configuring EFS scans of devices connected to the I/A Series system. Refer to Chapter 8 Configuring and Scanning Off-Platform Devices for information on configuring EFS scans of off-platform devices.
Valid Configurations for EFS 2.3 On-Platform Configuration

NOTE
Do not install EFS and I/A Series Intelligent Field Device Configurator (IFDC) software on the same workstation. Licenses for EFS 2.3 are available in both EFS Server and EFS Client versions. The EFS Server is used on the computer that stores the EFS database. Figure 1-1 shows a typical configuration where the EFS Server is installed on a server-class computer located on the Enterprise Network, with SQL Server 2008 database installed. In this configuration, I/A Series communication DTMs are installed on the EFS Client on the I/A Series system redundant control network.
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Figure 1-1. Typical EFS Configuration with EFS Server on Enterprise Network
When an EFS Server is installed on-platform as in Figure 1-2, the control processor is typically hosted by a different I/A Series workstation. However, the EFS Server may also be installed on the control processors host workstation. You can install EFS software on Windows workstations in systems having mixture of UNIX and Windows workstations. Figure 1-3 shows an alternate configuration, where the EFS Server is installed on an I/A Series system Windows XP workstation located on the redundant control network. In this case, the EFS Server uses the Microsoft Access database, and communication DTMs are installed on both the server and client workstations. EFS Client software may be installed on any Windows compatible workstation meeting the hardware requirements identified in EFS Hardware and Software Requirements on page 7 either on the I/A Series platform or on the Enterprise network. This allows device information to be shared anywhere across the plant enterprise. An EFS Client typically accesses scan database information from the EFS Server, but it can also access direct device information through the communication DTMs. Avantis.PRO can be installed on any computer having either EFS Server or EFS Client software. Invensys Condition Monitoring (ICM) application monitors the asset management data within EFS and creates a work order within Avantis.PRO when a device malfunctions.
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Figure 1-2. EFS Configuration with EFS Server on Platform
Figure 1-3. Alternate EFS Configuration with EFS Server on the I/A Series Network
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EFS Hardware and Software Requirements

I/A Series Platform Requirements
NOTE
Extended Frame Services 2.3 is supported on a client with Windows XP Professional operating system, or a server with Windows Server 2003 operating system with Microsoft SQL Server 2008.
NOTE
I/A Series system FBM Communication DTMs must be installed on an I/A Series workstation that has the EFS software installed and that has a second Ethernet Interface to the Enterprise Network.
Off-Platform Requirements
An off-platform EFS Client must be a workstation running the Windows XP Professional operating system. The recommended off-platform EFS Server is a server-class computer with the Windows Server 2003 operating systems with Microsoft SQL Server 2008. Alternatively, you can use a computer running the Windows XP Professional or Windows 7 Professional operating systems with Microsoft Access software. Microsoft SQL Server 2008 database is recommended for better performance on larger applications.
Invensys Condition Monitoring and Avantis.Pro

The Invensys Condition Monitoring application monitors the asset management data within EFS and creates a work order within Avantis.PRO when a device malfunctions. Additional asset management information can be obtained from the EFS database by utilizing the Application Programming Interface, as described in Extended Frame Services 2.x Application Programming Interface (B0400EG).
NOTE
Minimum hardware requirements include a Pentium 4 machine of 1.5 GHz with 512MB of main memory, 4 GB hard disk with at least 100 MB of space for installation, CD-ROM drive and 100 MHz TCP/IP switched Ethernet Interface.
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2. Software Installation
This chapter describes installation of PACTware, Extended Frame Services and related DTMs. The software described in this chapter is located on the following CD-ROMs and is used for installing PACTware, EFS and related DTMs: K0201AV - PACTware 4.0 FDT Frame Application This CD includes Microsoft .NET Framework 4.0 (Version 4.0.30319), which the EFS V2.3 application requires. K0201AX - FDT Device Manager Components V2.3 (EFS V2.3) This CD includes HART and FoxCom communication DTMs, Extended Frame Services, and user documentation. Install the FBM communication DTMs from this CD and not from D0197BZ (PC50 package).
K0201AW - Device Type Managers for HART by CodeWrights V1.7.169 This CD contains device DTMs for non Invensys HART devices. D0197BZ - Device Type Managers for Invensys Instruments V2.5 (also referred to as the PC50 Intelligent Transmitter Configurator package or PC50 package) Use this CD to install device DTMs for Invensys HART devices and FoxCom devices. Do not install the HART and FoxCom FBM Communication DTM versions that are on this CD. It is recommended that proper DTM revision is acquired for the device based on the device revision and firmware revision of the physical device. If the PC50 Intelligent Transmitter Configurator package is missing the required DTM, obtain the latest and proper DTM from the following Invensys Operations Management website: http://iom.invensys.com/EN/Pages/Foxboro_MandI_DocTools_DeviceManagers.aspx Alternatively, you can obtain the latest and proper DTM by contacting the Invensys Operations Management Global Customer Support at http://support.ips.invensys.com. D0197BZ is not included in the EFS 2.3 media. If you are installing Invensys HART devices or FoxCom devices, order the D0197BZ through BuyAutomation.
Before you Begin

NOTE
Do not install EFS and I/A Series Intelligent Field Device Configurator (IFDC) software on the same workstation.
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Installation Directory
This chapter provides detailed step-by-step instructions for installation of the FDT software. In many cases, you can simply insert the CDs in the workstation, run setup.exe and follow the setup wizard prompts to perform a Complete installation of the software to the default installation location on the workstations C: drive. However, if you are installing the software in an I/A Series (v8.5 or later) secured environment, you must install the software on the D: drive. Each wizard presents a slightly different method for changing the installation location, as described in the following sections: Install PACTware on page 11 Install EFS and HART/FoxCom Device Manager on page 25 Invensys 3rd Party DTMs for Non Invensys HART Devices on page 36 DTMs for Invensys Instruments on page 44 The instructions in this chapter follow the recommended sequence for installation.
Database Migration and Software Upgrades

If you are upgrading your EFS application from previous versions, you should first review Appendix C Database Migration for important information on migrating the database to the latest EFS version. The appendix also contains information on changing the database software from Microsoft Access to Microsoft SQL Server 2008.
100 Series FBM Migration

If you are replacing 100 Series FBMs with the new 200 Series FBM243 and FBM243b, you can select an option in the migration procedure that will convert the database records for 100 Series FBMs to reflect the new 200 Series FBMs. The Table 2-1 lists the 100 Series FBMs and their 200 Series replacements. The option is described in Migrating Databases from Previous Versions to EFS 2.3 on page 204.
Table 2-1. Replacing 100 Series FBMs
100 Series FBM FBM18 FBM39 FBM43 FBM44 FBM46
200 Series Upgrade FBM243 FBM243b FBM243 FBM243b FBM246b
Upgrading PACTware
If you are currently using EFS 1.1, EFS 2.0, EFS 2.1 or EFS 2.2, you should also review Appendix B Upgrading to PACTware 4.0 and EFS 2.3 for information on managing PACTware projects as you install PACTware Version 4.0, which is required for EFS 2.3.
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Install PACTware
The PACTWare 4.0 requires Microsoft .NET Framework 2.0. If Microsoft .NET Framework 2.0 is not already installed on the system, you should install it before installing PACTware 4.0. The PACTware 4.0 FDT Frame Application CD-ROM (K0201AV) includes Microsoft .NET Framework 2.0.
Install Microsoft .NET Framework 2.0

To install the MS .NET software, proceed as follows: 1. On the CD-ROM, switch to the .NET Framework 2.0 directory and double-click setup.exe. The Welcome wizard appears, as shown in Figure 2-1.
Figure 2-1. Welcome Wizard
2. Click Next in the Welcome wizard (Figure 2-1). The License agreement page opens (Figure 2-2).
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Figure 2-2. License Agreement
3. Select the I accept the terms of the License agreement check box and then click Install (Figure 2-2). The software is installed.
Install PACTware 4.0.6

To install the PACTware FDT Frame Application software v4.0: 1. Switch to the PACTware directory on the K0201AV CD-ROM and double-click setup.exe. 2. Select English (United States) in the Choose Setup Language dialog box (Figure 2-3) and click OK to start the installation wizard.
Figure 2-3. Choose Setup Language Dialog Box
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NOTE
Do not select any language except English, as the PACTware FDT Frame Application supports only English. 3. Select Next on the Welcome page (Figure 2-4) to proceed with the installation.
Figure 2-4. Welcome Page
4. Click the radio button for I accept the terms... on the License Agreement page (Figure 2-5) and then click Next.
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Figure 2-5. PACTware License Agreement
5. Provide the details for the Customer Information page (Figure 2-6) and click Next.
Figure 2-6. Customer Information Page
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6. Choose Custom for Setup Type (Figure 2-7) and click Next.
Figure 2-7. Setup Type Page
The wizard displays the Choose Destination Location page with a default installation location on the C: drive (Figure 2-8).
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Figure 2-8. Choose Destination Location
NOTE
If you are installing the software in an I/A Series secured environment, you must install the software on the D: drive. 7. Do the following if you are installing the software in an I/A Series secured environment: a. Click Browse to open the Choose Folder dialog box (Figure 2-9) b. Change C:\ to D:\ in the Path field and click OK.
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Figure 2-9. Changing the Installation Folder
8. Click Next on the Choose Destination Location page when the correct installation folder is shown. 9. Click Next on the Start Copying Files page to install the PACTware software (Figure 2-10).
Figure 2-10. Reviewing the Setup
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10. The wizard displays the progress of the install on the Setup Status page (Figure 2-11) and then displays the Installation Wizard Complete page (Figure 2-12).
Figure 2-11. Setup Status Page
11. Click Finish to complete the installation (Figure 2-12).
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Figure 2-12. Installation Complete Wizard
Installing the HART Communication DTM

To install the HART Communication DTM, proceed as follows: 1. Switch to the HART Communication DTM installation directory and double-click setup.exe, which redirects to the Welcome page (Figure 2-13)
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Figure 2-13. Generic HART DTM Welcome Page
2. Click Next on the Welcome page (Figure 2-14), to display the License Agreement page.
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Figure 2-14. HART DTM License Agreement
3. Click the radio button for I Accept the terms... and then click Next. The Customer Information page opens (Figure 2-15).
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Figure 2-15. Customer Information for the Generic HART DTM Installation
4. Enter your user name and organization in the Customer Information page (Figure 2-15) and click Next. The Ready to Install page (Figure 2-16) opens.
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Figure 2-16. Ready to Install
5. Click Install on the Ready to Install page (Figure 2-16). The Installing page opens to display the progress of the installation (Figure 2-17).
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Figure 2-17. Installation Progress
6. Click Finish when the wizard indicates that the DTM has been installed successfully (Figure 2-18).
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Figure 2-18. Completing the Generic HART DTM Installation
Install EFS and HART/FoxCom Device Manager

The EFS and HART/FoxCom Communication DTMs require Microsoft .NET Framework 4.0. If Microsoft .NET Framework 4.0 is not already installed on the system, you should install it before installing EFS or HART/FoxCom Communication DTMs.
Install Microsoft .NET Framework 4.0

1. On the K0201AV CD-ROM, open the .NET 4.0 Framework installation directory and double-click the installation executable (dotNetFx40_Full_x86_x64.exe). The .NET Framework 4 Setup page opens (Figure 2-19).
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Figure 2-19. .NET Framework 4 Setup
2. Click the I have read and accept the license terms check box. 3. Click Install to continue the installation. The Installation progress page opens (Figure 2-20).
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Figure 2-20. .NET Framework 4 Installation Progress
4. Click Finish to complete the installation (Figure 2-21).
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Figure 2-21. .NET Framework 4 Installation Complete
Install EFS and HART/FoxCom Communication Device Type Managers

The next step is to install the FDT Components from the FDT Device Manager Components V2.3 (EFS V2.3) CD (p/n K0201AX): Extended Frame Services (EFS) FBM Communication DTM for HART (HART Device Manager) FBM Communication DTM for FoxCom (FoxCom Device Manager) Documentation including this document, Extended Frame Services 2.x Application Programming Interface (B0400EG) and related release notes. To install the FDT Device Manager Components software: 1. Insert the FDT Device Manager Components V2.3 CD into the workstation CDROM drive and execute setup.exe to begin the installation process. 2. The program displays a Startup screen (Figure 2-22) as it loads a setup wizard. Then the License Agreement page opens (Figure 2-23).
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Figure 2-22. Loading the Installation Program for FDT Components
Figure 2-23. EFS License Agreement Page
3. Click Yes to accept the license and display the Choose Destination Location page (Figure 2-24), which shows the default installation directory on the C: drive
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(C:\Program Files\Invensys\FDM_EFS) on an off-platform system or shows the D: drive (D:\Invensys\FDM_EFS) on an I/A Series System.
Figure 2-24. Choose Destination Location Page with Default Selection
At this point, you can either accept the default location or change the installation directory to a folder of your choice.
NOTE
If you are installing the software in an I/A Series secured environment, you must install the software on the D: drive. 4. Do the following to specify a different installation location: a. Click the Browse button in the Destination Folder box to open the Choose Folder dialog box (Figure 2-25). b. Use the dialog box to browse to and select a different location, or type the new location in the Path field. In Figure 2-26, the user has entered the root directory of the D: drive. c. Click OK to display the new selection on the Choose Destination Location page (Figure 2-27).
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Figure 2-25. Choosing the Installation Folder
Figure 2-26. Changing the Installation Directory
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Figure 2-27. Installation Directory Is Changed
d. Click Next on the Choose Destination Location page with the Destination Folder selected (Figure 2-27). If the Destination Folder does not have the \FDM_EFS in the path (as is the case in Figure 2-26), the Installation wizard displays a message box indicating that it will append \FDM_EFS to your selection (Figure 2-28).
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Figure 2-28. Installation Location Must Include \FDM_EFS
e. Do one of the following: Click OK to install the software in the path shown in the Information dialog box (D:\FDM_EFS in Figure 2-28) and proceed to the Select Features page (Figure 2-29). Click Cancel to return to the Choose Destination Location page, specify a different Destination Folder, and click Next when the correct directory is shown under Destination Folder to move to the Select Features page (Figure 2-29). f. Select all the features listed in the left pane of the Select Features page (Figure 2-29). Click Next. The Setup Status page opens (Figure 2-30).
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Figure 2-29. Selecting the Product Features
Figure 2-30. EFS 2.3 Setup Status
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5. After the installer finishes computing space requirements, the Configure EFS Database wizard (Figure 2-31) opens. Select either Microsoft Access Database or Microsoft SQL Server Database. By default, Microsoft Access Database is selected. Click OK to continue with the Microsoft Access Database installation. To continue with SQL server database installation, select Microsoft SQL Server Database. Then, from the SQL Server drop-down menu, select the SQL server database name on the workstation. Type the password and click OK.
Figure 2-31. Configure EFS Database Dialog Box
6. Once the installation is completed, the Install Shield Wizard Complete page opens (Figure 2-32). 7. Click Finish to complete the installation.
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Figure 2-32. Installation of EFS and Communication DTMs is Complete
Install the Device DTMs

Install the device DTMs, both 3rd party DTMs and the DTMs for Invensys Instruments on the same workstation as the FDT Components (PACTware, FBM Communication DTMs and EFS).
NOTE
EFS scans should be performed only with a DTM from the CodeWrights Invensys 3rd Party DTMs package. Although vendor supplied device DTMs should not be used to run EFS scans, they can be used in PACTware 4.0 for device configuration and calibration, and for advanced device diagnostics.
Invensys 3rd Party DTMs for Non Invensys HART Devices

To install the DTMs for the non-Invensys HART devices, proceed as follows: 1. Insert the Device Type Managers V1.7.169 CD for HART by CodeWrights into the workstation CD-ROM drive and execute the setup.exe to start the setup wizard.
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Figure 2-33. Invensys Third Party DTMs Welcome Wizard
2. Click Next on the Welcome page (Figure 2-33) to display the software licence. 3. Click the radio button for I accept the terms... (Figure 2-34) and then click Next.
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Figure 2-34. Invensys Third Party DTMs License Agreement
4. In the displayed Customer Information page (Figure 2-35), enter the Customer details and click Next. The wizard displays the Choose Setup Type page (Figure 2-36).
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Figure 2-35. Invensys Third Party DTMs Customer Information
Figure 2-36. Invensys Third Party DTMs - Choose Setup Type
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5. Click Custom to open the Custom Setup dialog box (Figure 2-37), which lists the DTMs by vendor. The default installation setup is to install the entire library in:
C:\Program Files\CodeWrights\DTMStudio\Invensys DTM Library 3rd Party
NOTE
If you are installing the software on an I/A Series secured environment, you must install the software on the D:\ drive.
Figure 2-37. Invensys Third Party DTMs - Customer Setup
6. Do the following if you are installing the software in an I/A Series secured environment: a. Click Browse on the right side of the page to display the Change Current Location Folder page (Figure 2-38). b. Change C:\ to D:\ in the Folder Name field, and click OK.
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Figure 2-38. Changing the Installation Folder
It is recommended that you install the complete DTM library. If you have limited disk capacity on the workstation, you may want to install only selected DTMs. The complete library requires about 990 megabytes of disk space. 7. Do the following to install only selected DTMs: a. Click the + sign to the left of a vendor name to expand the folder and display specific DTMs (Figure 2-39); click the - sign to collapse the display and hide the DTMs. b. Select a vendor folder or a DTM to display the items storage requirement on the right. c. Use the pull-down for a vendor folder or DTM to specify whether it is to be excluded from the installation (Figure 2-39). By default, all items are included.
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Figure 2-39. Custom Setup for Third Party DTMs
d. Click the Disk Usage button to see the space required for your selections. e. Click Next when you have finished selecting DTMs. The wizard displays the Ready to Install dialog box (Figure 2-40). 8. Click Install on the Ready to Install page to load the DTMs (or click Back to change the installation settings).
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Figure 2-40. DTM Library Ready to Install Page
9. Click Finish when the setup wizard indicates that the installation is complete (Figure 2-41), and then remove the CD from the CD-ROM drive.
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Figure 2-41. DTM Library Installation Complete Wizard
DTMs for Invensys Instruments

If you are installing FoxCom devices or Invensys manufactured HART devices, install their device DTMs from the Device Type Managers for Invensys Instruments V2.5 CD.
NOTE
Do not install the versions of the FBM Communication DTMs for HART and FoxCom devices (the Passthru DTMs) that are located on this CD. For EFS, install the Passthru DTMs from FDT Device Manager Components V2.3 (EFS V2.3) CD (p/n K0201AX). See Install EFS and HART/FoxCom Device Manager on page 25. To install the Invensys HART device DTMs, proceed as follows: 1. Insert the Device Type Managers V2.5 CD into the workstation CD-ROM drive and double-click setup.exe to begin the installation. 2. Click Run to start the setup wizard. 3. Click Next on the first wizard page and follow the instructions on the screen during the installation process. 4. Accept the License Agreement and click Next. 5. Provide details for the Customer Information window (or simply accept the defaults) and click Next. 6. Choose Custom in the Setup Type page and click Next to display the page for specifying the installation directory.
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NOTE
If you are installing the software on an I/A Series secured environment, you must install the software on the D:\ drive. 7. Do the following if you are installing the software on an I/A Series secured environment: a. Click Browse to open the Choose Folder dialog box. b. Change C:\ to D:\ in the Path field, and click OK. Otherwise, accept the default installation directory (C:\Program Files\CodeWrights\DTMstudio\Invensys DTMLibrary for FDT) and click Install. 8. Click Finish when the wizard indicates it has completed the installation. To install FoxCom device DTMs, proceed as follows: 1. Locate and run FoxComInstall.exe under the FoxCom folder. 2. Follow the installation sequence described for HART device DTMs in steps 2 to 8. 3. Remove the CD.
Initialize PACTware V4.0 Device Catalog

The final step is to load the recently-installed device DTMs and communication DTMs into the PACTware database, creating the Device Catalog. To initialize the Device Catalog, proceed as follows: 1. Do one of the following to start the PACTware Frame Application: Double-click the PACTware desktop icon ( ). Click the Start button and choose PACTware 4.0 > PACTware 4.0 from the popup menu. The initial PACTware window is displayed (Figure 2-42). The window includes the main menu and toolbar at the top of the window, a Project view on the left or at the top of the window and a Device view. Initially, the Project view includes a single node, HOST PC, under which you will build a hierarchy of communication DTMs and the device DTMs associated with them. When you select any item in this Project view, the parameters for the DTM are displayed in the Device view.
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Main Menu Toolbar
Project View
Device Catalog Icon
Device View
Figure 2-42. PACTware Project Window
2. Choose View > Device Catalog from the PACTware main menu or click the Device Catalog icon ( ) in the PACTware toolbar to open the Device Catalog (Figure 2-43). The catalog lists the DTMs currently available for the project. 3. Click the Update device catalog button to bring the newly installed DTMs into the PACTware database, and click Yes when the confirmation dialog box (Figure 2-43) prompts you to Create a new PACTware device catalog?
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Figure 2-43. PACTWare Device Catalog
NOTE
Update Device Catalog cannot be performed when an existing project is opened in PACTware. At this point, you are creating a new project, which you can name at any time by choosing File > Save from the main menu. You can also edit an existing project by choosing File > Open from the main menu and selecting the project in the Open dialog box. 4. Click in the PACTware title bar to close the application.
Uninstall EFS
Proceed as follows to uninstall EFS: 1. Open Settings -> Control Panel -> Add/Remove Programs. 2. Select Extended Frame Services [current version number] and click Change/Remove.
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3. Click the Remove radio button on the InstallShield Wizard page (Figure 2-44) and click Next.
Figure 2-44. Choosing Remove Option for EFS
NOTE
The Modify option is provided for migration of previous version EFS database to EFS2.3. Refer to Appendix C Database Migration on page 189 for details. The Repair option is provided to repair a corrupted EFS program when it fails to work reporting missing program or DLL. 4. Click OK in Confirmation dialog box (Figure 2-45) to begin the uninstallation process.
Figure 2-45. Confirm Uninstall
5. Several dialog boxes appear during the unistallation process to indicate the progression of the uninstallation. Once the process is complete, the Maintenance Complete page opens (Figure 2-46).
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Figure 2-46. Uninstallation of EFS is Complete
6. Click Finish to complete the uninstallation process.
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3. Online Configuration
This chapter describes how to associate the HART and FoxCom communication DTMs and device DTMs with an FBM in a PACTware project. This chapter covers configuration of HART and FoxCom devices where the devices are connected to I/A Series system via protocol specific fieldbus modules (FBMs).
NOTE
For the sake of simplicity, the instructions and example configuration in this chapter deal with configuring the HART communication DTM and a single HART device. However, the instructions apply to both HART and FoxCom communication DTMs and device DTMs. Figure 3-1 shows the example configuration. The equipment control blocks (ECBs) for the FBMs and the field devices have been configured and deployed, the field devices have been installed and connected to the control processor, and the system can be accessed by the I/A Series workstation. In this workflow, the PACTware Frame application is installed on an I/A Series workstation along with FBM Communication DTM and the device DTMs that will be associated with the FBMs and the devices using the PACTware application.
Enterprise Network
I/A Series Workstation PACTware I/A Series Communication DTM HART Device DTMs
I/A Series MESH Control Network
FCP270
HART FBM
HART Device
Figure 3-1. HART Device Management Architecture
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Intelligent Field Device Connection to an I/A Series System

In a typical I/A Series system, intelligent field devices are wired to the termination assembly of an FBM, which allows the devices to communicate to the I/A Series workstations via a passthrough mechanism. The FBM is connected to the control processor (CP), which integrates the device data into the control strategy, and the CP is hosted by an I/A Series AW software type workstation. For detailed information on integrating intelligent field devices into an I/A Series system, including installation and configuration instructions, refer to the following documents: Measurement Integration (B0193RA) HART Communication Interface Modules Users Guide (B0400FF).
System and Database Hierarchy

If Extended Frame Services 2.3 is running as part of an I/A Series system, the EFS database has knowledge of the current I/A Series topology from the control processors down to the individual devices. FBMs and their attached devices are reflected to the I/A Series system control database through equipment control blocks (ECBs). For each FBM in the I/A Series system, you must configure an ECB to define its characteristics. This ECB is the parent ECB. Each device connected to the FBM also needs an associated ECB and the device ECB is the child ECB to the FBM ECB. To obtain the system hierarchy, PACTware and EFS use the I/A Series system Object Manager to identify: All workstations For each workstation, all control processors hosted by the station For each control processor, all parent ECBs running on the CP (each parent ECB represents the FBM to which the device is connected) For each parent ECB, all child ECBs (each child ECB represents the device). The hierarchy of the system is reflected in the Network Object Selection dialog box (Figure 3-2). You can refresh the entire system's hierarchy (CPs, FBMs and devices) by clicking All in the Refresh database section of the dialog box. You can refresh children under the CPs by selecting the corresponding CP and clicking the Children or update only the child devices of FBMs by selecting the corresponding FBM and clicking Children. In this chapter, the Network Object Selection dialog box is used to acquire the ECB information online from the I/A Series Compound Summary Access (CSA) instance. For offline configuration, the Network Object Selection dialog box presents ECB information in the EFS database that was either imported or entered manually. Offline configuration is covered in Chapter 4 Offline Configuration: Bulk Data Import and Chapter 5 Offline Configuration: Manual Entry. In the I/A Series systems, the system tag of the device is a unique identifier. The tag is the full path name (COMPOUND:BLOCK) of the ECB that maps the device or FBM. In the Network Object Selection dialog box in Figure 3-2, the display for workstation MESH05 has been expanded to show the two control processors (MC6F05 and MFC75F) assigned to it. In turn, the
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display for MC6F05 has been expanded to show the ECBs for an FBM (FB0043) the devices assigned to it.
Figure 3-2. EFS Displaying I/A Series Hierarchy
The following FBMs and associated ECBs are used with PACTware and EFS:
Table 3-1. 200 Series FBMs and Associated ECBs
FBM FBM214 FBM215 FBM216
FBM218
FBM243
FBM246
FBM Description HART Communication Input Interface Module HART Communication Output Interface Module HART Communication Redundant Input Interface Module HART Communication Redundant Output Interface Module Dual Baud Rate Intelligent Device Interface Module (DIN Form factor) Redundant Dual Baud Rate Intelligence Device Interface Module (DIN Form factor)
Communication Parent (FBM) Child (Device) Protocol ECB ECB HART ECB200 ECB201 HART HART ECB200 ECB202 ECB201 ECB201
HART
ECB202
ECB201
FoxCom
ECB73
ECB18 or ECB74 ECB18 or ECB74
FoxCom
ECB38R
In addition to the FBMs listed in the Table 3-1, EFS is backward compatible and can be used with the FBMs in Table 3-2.
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Table 3-2. 100 Series FBMs and Associated ECBs
FBM FBM18 FBM39
FBM43 FBM44
FBM46
FBM Description Intelligent Transmitter Interface Module Intelligent Transmitter/0 to 20 mA Output Interface Module Dual Baud Rate Intelligent Transmitter Interface Module Dual Baud Rate Intelligent Transmitter/0 to 20 mA Output Interface Module Redundant Dual Baud Rate Interface to Intelligent Transmitters and Redundant Analog Outputs
Parent (FBM) ECB ECB12 ECB23
Child (Device) ECB ECB18 ECB18
ECB12 and ECB73 ECB23
ECB18 or ECB74 ECB18
ECB23 and ECB38R
ECB18
In addition to the FBMs listed in the Table 3-1 and Table 3-2, EFS V2.3 supports 200 Series FBMs introduced with I/A Series V8.6 release for replacement of corresponding 100 Series FBMs (Table 3-3).
Table 3-3. New 200 Series FBMs and Associated ECBs
FBM FBM243b
FBM Description Replaces the FBM39. The FBM243b contains four dual baud, FoxCom communication channels and four 0 to 20 mA analog outputs for similar field devices. 0 to 20 mA I/O interface module with HART support. The FBM244 contains four input and four output channels, supporting any mix of standard 4 to 20 mA devices and HART devices. Redundant version of the FBM244
Protocol FoxCom
Parent (FBM) ECB ECB23
Child (Device) ECB ECB18
FBM244
HART
ECB200
ECB201
FBM245
HART
ECB200
ECB201
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Table 3-3. New 200 Series FBMs and Associated ECBs
FBM FBM246b
FBM Description Replaces the FBM46. The FBM246b contains four dual baud, FoxCom communication channels and four 0 to 20 mA analog output channels. Can be installed as redundant pairs. Universal FBM that supports configurable HART channels - see B0400FF for details.
Protocol FoxCom
Parent (FBM) ECB ECB38R
Child (Device) ECB ECB18
FBM247
HART
ECB200
ECB201
Workflow for Online Configuration

Figure 3-3 depicts the workflow described in this chapter.
Figure 3-3. Configuring Devices for Maintenance and Tuning Online
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Initialize the Device Catalog and Start a Project

The first step is to start PACTware and update the Device Catalog to ensure that all DTMs installed on the workstation are loaded into the catalog. To initialize the Device Catalog, proceed as follows: 1. Do one of the following to start the PACTware Frame Application: Double-click the PACTware desktop icon ( ). Click the Start button and choose PACTware 4.0 > PACTware 4.0 from the popup menu. The initial PACTware window is displayed (Figure 3-4). The window includes the main menu and toolbar at the top of the window, a Project view on the left or at the top of the window and a Device view. Initially, the Project view includes a single node, HOST PC, under which you will build a hierarchy of communication DTMs and the device DTMs associated with them. When you select any item in this Project view, the parameters for the DTM are displayed in the Device view.
Main Menu Toolbar
Project View
Device Catalog Icon
Device View
Figure 3-4. PACTware Project Window
2. Choose View > Device Catalog from the PACTware main menu or click the Device Catalog icon ( ) in the PACTware toolbar to open the Device Catalog (Figure 3-5). The catalog lists the DTMs currently available for the project. 3. Click the Update device catalog button to bring the newly installed DTMs into the PACTware database, and click Yes when the confirmation dialog box (Figure 3-5) prompts you to Create a new PACTware device catalog?
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Figure 3-5. PACTWare Device Catalog
NOTE
Update Device Catalog cannot be performed when an existing project is opened in PACTware. At this point, you are creating a new project, which you can name at any time by choosing File > Save from the main menu. You can also edit an existing project by choosing File > Open from the main menu and selecting the project in the Open dialog box. 4. Click in the PACTware title bar to close the application.
Configure the FBM Communication DTM

Use the PACTware Frame Application to configure the FBM communication DTM. The sequence described below presumes that the FBM and device ECBs are deployed and that the I/A Series system is functional. To associate the communication DTM with an online FBM ECB:
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1. Right-click HOST PC in the PACTware Project view (Figure 3-4), and choose Add device from context menu to open the Device for HOST PC dialog box (Figure 3-6).
Figure 3-6. Device for HOST PC
2. Select FBM Communication (HART) and click OK to add the DTM to HOST PC in the Project view and close the dialog box. 3. Double-click on the DTM in the Project view to display the Parameters dialog box, which is used to identify the FBM and attached devices by their ECBs (Figure 3-7).
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Figure 3-7. FBM Communication DTM Parameters
4. Click Browse in the Parameter dialog box to open the Network Object Selection dialog box (Figure 3-8, left). 5. Click All in the Refresh box to bring all the online devices into the Network Object Selection dialog box. PACTware queries the I/A Series Compound Summary Access (CSA) for the deployed ECBs that are compatible with the HART FBM Communication DTM. The dialog box displays a hierarchy of workstations, control processors, FBM ECBs and the device ECBs assigned to each FBM (Figure 3-8, right). You only need to perform this step once, if there are no more ECBs deployed to the I/A Series system.
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Figure 3-8. Network Object Selection Dialog Box
6. Select the FBM that you want to configure for the HART devices and click OK (or click Close to exit the dialog box without making a selection). The ECB fields in the Parameter dialog box are now populated with ECB names from the I/A Series system. In Figure 3-9, the FBM is an eight-channel HART FBM, with a device attached to each channel.
NOTE
The Network Object Selection dialog box prevents you from selecting an already configured FBM to preclude re-configuration of the FBM Communication DTM. If you select a previously configured FBM, the dialog box prompts you to make another choice.
NOTE
To ensure that the PACTware project reflects what actually exists in the I/A Series system, use the Network Object Selection box to populate ECB fields in the Parameters dialog box, rather than manually entering ECB names.
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Figure 3-9. FBM Communication DTM Parameters
NOTE
The CHAN1 ECB through CHAN8 ECB fields are enabled or disabled based on the number of devices supported by the ECB type. Thus, for an FBM243b or FBM246b, only CHAN1 ECB through CHAN4 ECB would be enabled (Figure 3-10).
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Figure 3-10. Dialog Box Shows Four FBM Channels
7. Click OK to save and close the dialog box. The DTM is now identified by the FBM ECB name in the Project view (Figure 3-11).
Configure Devices in PACTware

NOTE
Refer to Appendix D Choosing a Proper DTM for a Field Device to choose the correct DTM for a device from Code Wrights DTM library. To associate an instance of a device DTM with device on an FBM channel: 1. Choose View > Device Catalog if the catalog is not already open on the screen. 2. Select the FBM ECB in the Project view.
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3. Click the device manufacturer in the Vendor tab in the Device Catalog to list devices from that vendor on the right. 4. Double-click the device in the catalog to open the Select Communication Channel dialog box (Figure 3-11).
Figure 3-11. Adding a Device DTM
5. Select the proper communication channel and click OK. The device DTM is added to the selected communication channel of the FBM communication DTM and the device is shown in the PACTware Project view (Figure 3-12). 6. Double-click the device in the Project view to open the DTM in the Device view (Figure 3-12). 7. Modify the device parameters using the editing interface provided by the DTM. Refer to the device and DTM documentation. 8. Save and close the DTM.
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Figure 3-12. Configuring the Device DTM
9. Right-click a column header in the Project view and choose Online State from the context menu to add the column to the Project view (Figure 3-13). 10. Right-click the header a second time and choose Channel from the context menu. 11. Right-click the FBM Communication (HART) DTM in the Project view, choose Connect from the context menu and verify that the communication DTM is online. The icon in the Online State column changes from to with a green background indicating that the DTM is online.
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Figure 3-13. Verifying Communications DTM
12. Right-click a device DTM in the Project tree, choose Connect from the context menu and verify that the device DTM is online. The icon in the Online State column changes from to with a green background indicating that the DTM is online.
NOTE
The green background in Online State is not a sufficient check to confirm that the device is online and that the correct DTM has been selected. A successful upload from the device (Load from Device described in the next section) will confirm that the device is online and the DTM is correct.
Configuring the Device

Once you have established connectivity with a field device, you can upload parameters from the device to the DTM and/or download configurations from the DTM to the device.
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The following sequence is recommended, especially if application specific-parameters have been set in the device at the factory: 1. Right-click the device in the Project view and choose Connect from the context menu to go online to the device. 2. Right-click the device in the Project view and choose Load from Device in the context menu to upload parameter values to the DTM. 3. Choose File > Save from the PACTware main menu to save the uploaded values in the project. 4. Double-click the device in the Project view to open the DTM and edit the parameters using the functions provided by the DTM (Figure 3-14).
NOTE
If you need to make extensive changes to the configuration, you may want to take the DTM offline, edit and save the configuration, then reconnect and download the changes by choosing Store to Device from the devices context menu in the Project view.
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Figure 3-14. Editing the Slave Device Online
5. Right-click the device in the Project view and choose Disconnect from the context menu to go offline.
Save and Close the PACTware Project

Do the following if you have not already saved the PACTware project: 1. Choose File > Save from the PACTware main menu to open the Save dialog box. 2. Enter a project name and specify location for storing the project file. 3. Click Save, and then exit PACTware. Do the following if you have already saved the project once.
Choose File > Save from the PACTware main menu, and then exit PACTware.
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Configuring a Router DTM with a DVC 6000

PACTware supports configuration of an Emerson DVC 6000 connected to the I/A Series system via an FBM for maintenance and tuning using the FieldVue DTM (successor to the Router DTM) and a device DTM. Please note the following: Emerson now offers a FieldVue DTM, and recommends FieldVue DTM over the older Router DTM. The FieldVue DTM and Router DTM are installed to be able to utilize the AMS ValveLink Snap-On. The FieldVue DTM and Router DTM are not supported by EFS for device scanning for asset management. The FieldVue DTM and Router DTM are not included in the CodeWrights DTM library. Contact the vendor for the DTMs software.
Use DVC6000 V2.1 DTM from the CodeWrights DTM library for the device itself.
NOTE
See I/A Series EFS 2.3 Release Notes (B0400EH-D) for further details. To set up the FieldVue DTM and device in PACTware for device maintenance and tuning: 1. Install the FieldVue DTM on the workstation, start PACTware and update the Device Catalog. 2. Start a PACTware project or open an existing project. 3. Add the FieldVue DTM to the appropriate instance of the FBM Communication DTM and then add DVC6000 V2.1 DTM to the correct channel of the router DTM. 4. Install the devices, and test connectivity to the FieldVue DTM and device DTMs.
NOTE
To configure a DVC6000 in PACTware for EFS scanning, add the DVC6000 V2.1 DTM from the CodeWrights DTM library directly to the appropriate FBM channel. Do not use the FieldVue DTM or the Router DTM.
Important Note about EFS Scanning of Field Devices

At this point, you can configure the device for EFS scanning, adding the device to a scan list and setting the scan frequency. See Chapter 7 Configuring Devices for EFS Scanning for information on adding the device to the scan list and starting and stopping the scanning service. If the device is on a scan list and you need to access the device via PACTware and the device DTM for maintenance or diagnostics, make sure that the scanning service is stopped before you connect to the device. Stopping the scanner service will avoid communication errors and possible device configuration problems.
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4. Offline Configuration: Bulk Data Import

This chapter describes how to associate communication and device DTMs with HART and FoxCom field devices offline, that is, before the FBM and device ECBs have been deployed. The method discussed in this chapter is importing the device information into PACTware from an Microsoft Excel spreadsheet. Manual entry of the ECB names is discussed in the next chapter.
Introduction
Connectivity to the intelligent field devices in an I/A Series System is provided through equipment control blocks (ECBs). During the engineering phase, ECBs may not be online or hardware may not be present. Starting with Version 2.0, EFS supports the configuration of field devices in this offline environment. See Intelligent Field Device Connection to an I/A Series System on page 52 for additional information on I/A Series system equipment hierarchy, FBM types, and parent (FBM) and child (device) ECBs. In offline configuration, PACTware acquires the ECB information from the EFS database rather than from the deployed ECBs in the I/A Series system. You can add the ECB information to the database with either Bulk Import, discussed in this chapter, or Manual Entry, as described in Chapter 5 Offline Configuration: Manual Entry. With either approach, a validation sequence must be performed when the hardware is present in the system and the ECBs have been deployed. Manual entry of ECB information into the configuration screen of the DTM for the FBM may be appropriate for small projects, but for larger projects, it is more efficient to enter ECB information into an Excel spreadsheet and then import data into the EFS database for use in the PACTware project.
NOTE
The FBM Communication DTMs use the information present in the EFS database and not the information present in the PACTware project to identify the ECBs to which they will connect. If the EFS database is lost and a newly initialized database is used, the existing PACTware project files should not be used. The offline definition of the EFS database must be performed first.
NOTE
Always make a backup of the EFS database. If the database is lost, it can be restored from the backup avoiding the need to re-generate the database. Microsoft SQL Server 2008 is the recommended database application for EFS. The standard backup and recovery procedures for the Microsoft SQL databases should be followed.
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Once you have configured the EFS database offline, you can use the database to create a PACTware project associating communication and device DTMs with the imported ECBs. When the system hardware is installed and the ECBs are deployed, a validation function checks the EFS database against the deployed ECB configurations in the Compound Summary Access (CSA). The validation function detects any errors such as spelling mistakes and incomplete data. The result of the validation is an EFS database that represents the deployed system. Any differences between the EFS database and the deployed system hardware are recorded in a validation log file. Figure 4-1 depicts the workflow described in this chapter.
Figure 4-1. Device Configuration Starting with Bulk Data Import
Creating a Worksheet for Bulk Import

Starting with Version 2.0, EFS features a bulk data entry method of loading data from an Excel spreadsheet and provides the template EFS.xls for entering ECB information in a fixed format for the import. The template is located in the Database folder in the EFS installation folder; for example: C:\Program Files\Invensys\FDM_EFS\Database, when the software is installed to the default installation folder, or
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D:\Invensys\FDM_EFS\Database in
an I/A Series workstation.
To prepare a spreadsheet for bulk data import: 1. Make a copy of ...\FDM_EFS\Database\EFS.xls to use as your working bulk data entry spreadsheet. In this example, the copied spreadsheet has been renamed EFS_Example.xls. 2. Open the working spreadsheet and enter the appropriate ECB and FBM information as indicated by the column heads (Figure 4-2). Identify the FBMs and devices using the full pathname of their equipment control blocks (FCP333_ECB:ARC_1A, for example). Place the cursor over the FBM TYPE cell to display the tooltip help to identify the correct FBM type, then use pull-down list column to select the FBM type.
NOTE
During import of FBMs and associated child ECB information, if the number of channels supported by an FBM type is four (FBM243b and FBM246b), only the first four child ECB entries for that FBM are imported and the remaining are ignored. The ignored child ECB entries information are logged into EFSBulkImport.log file. 3. Save the spreadsheet as an Excel 97-2003 Worksheet (extension .xls). Excel 2007 worksheets (extension .xlsx) are not compatible with the EFS import function.
Figure 4-2. Entering ECB Information in the Excel Spreadsheet
Importing the ECB Data from Excel to EFS

This section is divided into two scenarios: one in which there are no records in the EFS database at the time of import, the second when the spreadsheet is imported into an existing EFS database to add new ECBs and/or correct existing records in the database.
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Refer to the workflow listed in Figure 4-6 Updating the EFS Database with Bulk Imports on page 75 for additional details on how to implement these scenarios.
Importing to a New EFS Database

To start an EFS database by importing ECBs from an Excel spreadsheet: 1. Open PACTware, add an FBM Communication DTM to Host PC and double-click the new FBM in the Project view to display the Parameter dialog box for the DTM (Figure 4-3). See Configure the FBM Communication DTM on page 57 for step-by-step instructions. 2. Click Browse to open the Network Object Selection dialog box (Figure 4-3). 3. Click the check box for Import from Excel in the Refresh database box in the upper right and then click All.
Figure 4-3. Parameter Dialog Box for a New FBM
4. Use the Open dialog box (Figure 4-4) to browse for and select the spreadsheet, and click Open.
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Figure 4-4. Open Dialog
The data is entered into the database with each row in the spreadsheet becoming an FBM record, which includes: Full pathname of the FBM ECB (the parent ECB)
Control processor to which the FBM will be connected Control processors software host Channel assignment for each device to be attached to the FBM Full pathname of the device ECBs (the child ECBs) The resulting hierarchy is shown in the Network Object Selection dialog box (Figure 4-5).
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Figure 4-5. Select Device in PACTware
At this point, you can select one of the FBMs in the Network Object Selection to begin associating FBM and device ECBs with the appropriate DTMs, as described for online configuration in Chapter 3 Online Configuration. The only difference is that the Network Object Selection dialog box displays ECBs read from the EFS database rather than from the I/A Series system. You can also click Close in the Network Object Selection dialog box and exit PACTware without saving the project, having populated the EFS database with the ECB names. The EFS database is not specific to any one PACTware project and can be used with any new or existing PACTware project on the workstation.
Importing to an Existing EFS Database

After the initial import, you can import from the same or different Excel spreadsheets to add to or correct entries in the database. An import validation routine and import log help you reconcile differences between the database and the data being imported. EFS supports successive imports of the bulk data from multiple sources that can be expected as you build the EFS database because of the following:
Phased engineering of the devices to be used in the plant Input from multiple engineers assigned to device configuration by plant area or control processor Use of multiple spreadsheets, each created for a different PACTware project
Changes to the configurations arising out of qualification of the devices
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Engineering changes such as new devices added to FBMs already in the database Devices moved to different channels in the same FBM or to a different FBM for balancing of load or optimizing wiring Needed corrections to ECB names. Figure 4-6 shows the workflow for modifying the EFS database in these situations. In Step 8, the user chooses whether to overwrite the ECB names in the database with the imported data, as described in this section. You can import the data twice, selecting No on the first pass to make no changes to the database and use the import log to identify conflicts. You can then modify the source Excel spreadsheet to fix any problems in the data. Then, on the second import, you select Yes in step 8 to implement the changes, and clear any incorrect records from the EFS database.
Figure 4-6. Updating the EFS Database with Bulk Imports
To edit an existing EFS Database: 1. Start a PACTware project or open an existing project and the follow the instructions in the preceding section to: a. Add an FBM Communication DTM, open the DTM in the Parameter dialog box and then click Browse to open the Network Object Selection dialog box. b. Use the dialog box to import the Excel spreadsheet. If an imported FBM ECB has the same name as an existing FBM ECB record, EFS compares the imported data with the record. If there is a data mismatch, the Offline Configuration dialog box (Figure 4-7) asks whether you want to overwrite the mismatched data, replacing records in the EFS database with imported data.
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Figure 4-7. Offline Configuration Dialog Box
The dialog box is presented when the first mismatch is encountered. The option you select is applied to that mismatch and all subsequent conflicting records. Data already imported is not affected by your choice. See Table 4-1 on page 78 for more details on how EFS handles conflicts between imported data and records already in the EFS database. 2. Do one of the following to resolve the mismatches: Click Yes to overwrite the FBM ECB record with the imported data.
Click No to insert only new FBM ECBs. Click Cancel to stop the import. Records already imported are retained. Whichever option you select, EFS records the transactions to the file EFSBulkImport.log in the log folder in the EFS installation folder; for example: C:\Program Files\Invensys\FDM_EFS\log, when the software is installed to the default installation folder, or D:\Invensys\FDM_EFS\log in an I/A Series workstation. Figure 4-8 is an example of the log file when the user selected Yes to overwrite mismatched records.
Figure 4-8. EFSBulkImport.log, Yes Selected in the Offline Configuration Dialog Box
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Figure 4-9 is an example of the log file when the user decided not to overwrite mismatched records and selected No in the Offline Configuration dialog box (Figure 4-7).
Figure 4-9. EFSBulkImport.log, No Selected in the Offline Configuration Dialog Box
3. Review the import log to locate errors in either the spreadsheet or the EFS database. 4. Use the spreadsheet to correct all errors and then re-import the spreadsheet selecting Yes to overwrite any EFS database records that do not match the imported data.
Resolving Conflicts within the Imported Data

During editing of imported entries from the spreadsheet, there might be conflict between the data present in an imported record and the data existing in the EFS database. But first, the import validation resolves duplicate device ECB names in the imported data itself. For example, the shaded cells in two imported records below show duplicate device ECB names, one assigned to channel 1 of the FBM in the first row, the second assigned to channel 2 of the FBM in the second row.
FBM ECB FCP701_ECB:IFBM03 FCP701_ECB:IFBM04 HOST AW XP1HPS XP1HPS CP LETTERBUG FCP701 FCP701 FBM TYPE 214 214 CHAN1 ECB FCP701_ECB:IDEV01 FCP701_ECB:IDEV11 CHAN2 ECB FCP701_ECB:IDEV02 FCP701_ECB:IDEV01
The import function overwrites the previously imported child ECB entries with that of the last entry. In the example, when the second record is imported, the validation process deletes the entry created for device FCP701_ECB:IDEV01 under FBM FCP701_ECB:IFBM03, and adds all of the data for the second FBM (FCP701_ECB:IFBM04) as is.
FBM ECB FCP701_ECB:IFBM03 FCP701_ECB:IFBM04 HOST AW XP1HPS XP1HPS CP LETTERBUG FCP701 FCP701 FBM TYPE 214 214 FCP701_ECB:IDEV11 CHAN1 ECB CHAN2 ECB FCP701_ECB:IDEV02 FCP701_ECB:IDEV01
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Resolving Conflicts Between the Imported Data and the Database

See Table 4-1 details how EFS handles conflicts between imported data and records already in the EFS database. The right column in the table shows how the EFS handles the conflict based on you choice in the Offline Configuration dialog box (Figure 4-12). Remember that the dialog box is presented when the first mismatch is encountered and that the option you select is applied to all subsequent records in the imported data.
Table 4-1. Resolving Conflicts Between Imported Data and the EFS Database Imported FBM ECB
Name matches a database record Name matches a database record
Child ECBs in the Imported FBM Record

Child ECBs match those in the database for the FBM The import includes some new ECB entries and ECB entries matching ECBs in the database for this FBM Import includes some new ECB entries and other ECB entries that do not match names already assigned to the channel for the FBM
Conflicting Handling, Option Selected in the Offline Configuration Dialog Box

No changes to EFS database. The imported record is skipped. The skipped record is logged to Bulkimport.log file New ECBs are added to EFS database. Matching ECB entries are left untouched. Updated records are logged to BulkImport.log, which provides the original (before import) and final data (after import). Click Yes to write imported data to database, adding new ECB entries for the previously unassinged channels, and replacing existing records for those channels where the names did not match. Records that were added or modified are logged in Bulk import.log, which provides the original (before import) and final data (after import) for this record in EFS database. Click No to make no changes to the EFS database, but log the skipped spreadsheet record to Bulkimport.log. Click Cancel to stop the import. All entries imported prior to the first mismatch are retained in the EFS database and all subsequent spreadsheet records, including the first mismatch, are not processed. Click Yes to delete ECB entries from the database that are not in the imported data. Matching records are left untouched. Overwritten records are logged to Bulkimport.log, listing the original (before import) and final data (after import) for this record in EFS database. Click No to make no changes to the EFS database, but log the skipped spreadsheet records to Bulkimport.log. Click Cancel to stop the import. All entries imported prior to the first mismatch are retained in the EFS database and all subsequent spreadsheet records, including the first mismatch, are not processed.
Name matches a database record
An imported record does not have definitions to all the child ECB entries in EFS database. Other device ECB entries in the import match ECBs in the database
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Table 4-1. Resolving Conflicts Between Imported Data and the EFS Database (Continued) Imported FBM ECB
Child ECBs in the Imported FBM Record

An imported record does not have definitions to all the child ECB entries in EFS database. Other device ECB entries in the import do not match the ECB assigned to the same channel in the database
Conflicting Handling, Option Selected in the Offline Configuration Dialog Box

Click Yes to add new device ECBs and modify existing device ECB records in the database with ECB names in the imported data. Overwritten ECB records in the database are logged to Bulkimport.log, listing the original (before import) and final data (after import) for record in EFS database. Click No to make no changes to device ECBs in the EFS database, but log the skipped spreadsheet record to Bulkimport.log. Click Cancel to stop the import. All entries imported prior to the first mismatch are retained in the EFS database and all subsequent spreadsheet records, including the first mismatch, are not processed. FBM ECB and the device ECBs assigned to it are added to the database
ECB name in the spreadsheet is not found in EFS database
All child ECB entries associated with the FBM are new, that is, the ECB names are not associated with another FBM ECB Some child ECB entries associated with the FBM are new, but others are associated with another FBM ECB
ECB name in the spreadsheet is not found in EFS database
Click Yes to add the imported data and delete the duplicate device ECB names that were assigned to other FBM ECBs. Overwritten database records are logged to Bulkimport.log, listing the original (before import) and final data (after import) for record in EFS database. Click No to make no changes to device ECBs already in the EFS database, but log the skipped spreadsheet records to Bulkimport.log. Click Cancel to stop the import. All entries imported prior to the first mismatch are retained in the EFS database and all subsequent spreadsheet records, including the first mismatch, are not processed.
You can now associate DTMs with the FBM and device ECBs as described for online configuration in Chapter 3 Online Configuration, except that the Network Object Selection dialog box displays ECBs imported from the EFS database rather than from the I/A Series system.
Validating the Offline Configuration

After the I/A Series System is available and the ECBs are online, you should verify the contents of the EFS database against the I/A Series system Compound Summary Access (CSA).
NOTE
Do not export a PACTware project to EFS to configure EFS scanning until all ECBs are fully validated against the ECBs in the CSA. You may need to run offline validation several times, as the FBMs and attached devices are deployed in phases, changes are made to the configuration, and corrections are made to the EFS database through imports from an Excel spreadsheet or manual entry. Figure 4-10 is a workflow for a single pass of validating an offline configuration. In step 6, the user decides whether to remove unvalidated ECBs, that is, ECBs that are in the EFS database but not present in the
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I/A Series system. For the first pass at validation, you should answer No at step 6 and use the validation log to resolve differences between the I/A Series system and the EFS database. Several iterations may be needed, as additional FBMs and device are deployed, adjustments made to the field devices and naming conflicts are resolved. When the discrepancies have been resolved and all the FBMs and devices are deployed, you can run the validation again, this time answering Yes in step 6 and removing unvalidated ECB records from the database.
Figure 4-10. Incremental Validation of an Offline Configuration
To validate the data: 1. Start PACTware project and add an FBM Communication DTM to HOST PC. 2. Open the DTM in the Parameter dialog box and then click Browse to open the Network Object Selection dialog box (Figure 4-11).
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Figure 4-11. Network Object Selection Dialog Box
3. Click the Validate button in the dialog box to validate the EFS database. EFS queries the CSA for ECBs that have been deployed to the I/A Series system and compares the deployed ECBs with those defined in the EFS database. The Network Object Selection dialog box allows you to run Validation only once per invocation to prevent workflow-related issues. Once you click the Validate button, all buttons and options are disabled with the following conditional exceptions: If an FBM ECB is selected and there are no validation errors, the OK button is enabled. Click OK to assign the selected FBM ECB and its device ECBs to the communication DTM and close the Network Object Selection dialog. If there is a validation error, the Close button is enabled. Click Close to exit the Network Object selection dialog. EFS displays the Offline Configuration dialog box (Figure 4-12).
Figure 4-12. Offline Configuration Dialog Box
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NOTE
If an FBM entry is validated as a four-channel FBM (FBM243b or FBM246b), any entries for channels 5 to 8 are removed from EFS database if you selected Yes in Offline Configuration dialog box. Log entries describing the deleted records are logged to EFSValidate.log. 4. Do one of the following to resolve differences between the I/A Series system and the EFS database: Click Yes to delete all records in the EFS database that do not match a corresponding ECB in the I/A Series system. Click No to keep all records in the EFS database even those that do not match the corresponding ECB in the I/A Series system. This enables you to perform partial validations as FBMs are commissioned in the system. Click Cancel to take no action. Important Exception Whether you select Yes or No, EFS resolves a mismatch between a device (or child) ECB name in the EFS database and the actual ECB name read from CSA by doing the following: Deletes the record of the device in EFS database with all offline information including the device information and DTM information. Creates a new record with the device information fetched from CSA. A mismatch could include the ECB in the database being assigned to a different channel of the same FBM or to a channel of a different FBM. All records in the EFS database that are found in the I/A Series system are marked as validated. During validation, records previously validated are skipped. If there is an ECB in the CSA that is not in the EFS database, EFS adds that ECB to the database. EFS records the validation results to EFSValidate.log in the log folder in the EFS installation folder; for example:
C:\Program Files\Invensys\FDM_EFS\log, when the software is installed to
the default installation folder, or D:\Invensys\FDM_EFS\log in an I/A Series workstation. The report also shows any records that were deleted from the EFS database. The log in Figure 4-13 resulted from a validation in which the user opted to delete all records in the EFS database that were not validated, that is, that were not found in the CSA. The user made the choice by clicking Yes in the Offline Configuration dialog box (Figure 4-13).
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Figure 4-13. EFSValidate.log, Yes Selected in the Offline Configuration Dialog Box
The log in Figure 4-14 resulted from a validation in which the user opted to maintain all records in the EFS database even those that were not validated. The use made that choice by click No in the Offline Configuration dialog box (Figure 4-13).
Figure 4-14. EFSValidate.log, No Selected in the Offline Configuration Dialog Box
EFSValidate.log has multiple sections with headers that can be interpreted as follows:
The following entries are Validated:
These entries were successfully validated, that is, the records in the EFS database matched the ECBs in the CSA.
The following entries are not found online and retained in the database:
The entries logged under this section were not found in the CSA, but are retained in the EFS database because user selected No in the Offline Configuration dialog box (Figure 4-12).
The following entries are not found online and deleted in the database:
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The entries logged under this section were not found in the CSA and were deleted from the EFS database because user selected Yes in the Offline Configuration dialog box (Figure 4-12).
The following entries are Inserted from CSA:
These entries were added to the EFS database from the CSA. Errors in the EFS database such as an incorrect control processor letterbug or FBM type are logged under the appropriate sections, as shown in the following examples:
HOST AW Entry for FBM <FBM_ECB_NAME> is not correct, as per CSA. CP LETTERBUG Entry for FBM <FBM_ECB_NAME> is not correct, as per CSA. FBM Type Entry for FBM <FBM_ECB_NAME> is not correct, as per CSA. Communication Device for device <FBM_ECB_NAME> is not correct, as per CSA Communication Device for device <DEVICE_ECB_NAME> is not validated, Device cannot be validated. Channel Number of the device <DEVICE_ECB_NAME> is not correct, as per CSA.
NOTE
If there is a mismatch between the parent and the child device ECB such that the child device is entered against a different parent, the record cannot be validated.
Figure 4-15. Log file for Parent and Child Device ECB Mismatch
Table 4-2 provides a detailed description of how the validation process handles differences between the CSA and the EFS database.
Table 4-2. How Validation Resolves Differences Between CSA and the EFS Database FBM ECB
Name in the CSA matches an FBM ECB name in the EFS database
Device ECBs
All child ECBs of this FBM ECB in the CSA match EFS database
Action
EFS database records are validated and these validated records are logged to EFSValidate.log
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Table 4-2. How Validation Resolves Differences Between CSA and the EFS Database (Continued) FBM ECB
Device ECBs
CSA shows some new child ECB entries which are not found in EFS database and some that match ECBs in the database
Action
New child ECB entries from the CSA are inserted into EFS database. ECBs in the database that match those in the CSA are untouched. Click Yes to delete any unvalidated records and log them to EFSValidate.log. Click No to retain unvalidated records and log them to EFSValidate.log. New child ECBs from CSA are inserted into EFS database and marked validated. Previously validated ECBs in the database are untouched. ECBs in the database that do not match ECBs in the CSA are left unvalidated. Click Yes to delete the unvalidated records. Click No to retain the unvalidated ECBs. Records validated and inserted are logged to EFSValidate.log file. EFS database records that match records in the CSA are marked validated. A database entry for which there is no matching entry in the CSA is left unvalidated. Click Yes to delete unvalidated records. Click No to retain the unvalidated records. All transactions are logged to EFSValidate.log ECBs in the database that do not match ECBs in the CSA are left unvalidated. Click Yes to delete the unvalidated ECBs. Click No to retain the unvalidated records. All transactions are logged to EFSValidate.log
CSA shows some new child ECB entries which are not found in EFS database and some that do not match ECBs in the database
FBM ECB name in the CSA matches an FBM ECB name in the database
Some channels for this FBM have ECBs assigned in the database record but not in the CSA data There are other channels for which there are matching records in the database and CSA Some channels for this FBM have ECBs assigned in the database record but not in the CSA data. There are other channels for which for which the ECB name assigned in the database does not match the name in the CSA. Child ECB names associated with the FBM in CSA are not found in the EFS database Some child ECB names associated with the FBM in CSA are assigned to other FBMs in the EFS database
FBM ECB name in the CSA matches an FBM ECB name in the database
FBM ECB name found in the CSA is not found in the EFS database
Entries in the CSA query output are inserted into EFS database. All transactions are logged to EFSValidate.log The data from the CSA is presumed to be correct. The FBM ECB and its child ECBs are added to the EFS database and marked validated. ECBs incorrectly assigned to another FBM ECB in the database are deleted. These actions are not dependent on your choice of Yes or No in the Offline Configuration dialog box. All transactions are logged to EFSValidate.log
FBM ECB name found in the CSA is not found in the EFS database
Once the EFS database has been fully validated, you can configure the devices for EFS Scanning, as described in Chapter 7 Configuring Devices for EFS Scanning.
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5. Offline Configuration: Manual Entry

This chapter describes how to associate communication and device DTMs with HART and FoxCom field devices offline, that is, before the FBM and device ECBs have been deployed. The method discussed in this chapter is to manually enter ECB information into the EFS database. Bulk data import of ECB information is discussed in the previous chapter.
Introduction
Connectivity to the intelligent field devices in an I/A Series System is provided through equipment control blocks (ECBs). During the engineering phase, ECBs may not be online or hardware may not be present. Starting with Version 2.0, EFS supports the configuration of field devices in this offline environment. See Intelligent Field Device Connection to an I/A Series System on page 52 for additional information on I/A Series system equipment hierarchy, FBM types, and parent (FBM) and child (device) ECBs. In offline configuration, PACTware acquires the ECB information from the EFS database rather than from the deployed ECBs in the I/A Series system. You can add the ECB information to the database with either Manual Entry or Bulk Import. With either approach, a validation sequence must be performed when the hardware is present in the system and the ECBs have been deployed. For larger projects, it is more efficient to enter ECB information into an Excel spreadsheet and then import data into the EFS database for use in the PACTware project, as described in Chapter 4 Offline Configuration: Bulk Data Import.
NOTE
The FBM Communication DTMs use the information present in the EFS database and not the information present in the PACTware project to identify the ECBs to which they will connect. If the EFS database is lost and a newly initialized database is used, the existing PACTware project files should not be used. However, the offline definition of the EFS database must be performed first.
NOTE
Always make a backup of the EFS database. If the database is lost, it can be restored from the backup avoiding the need to re-generate the database. Microsoft SQL Server 2008 is the recommended database application for EFS. The standard backup and recovery procedures for the Microsoft SQL databases should be followed. Once you have configured the EFS database offline, you can use the database to create a PACTware project and configure field devices with the DTMs installed in Chapter 2.
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NOTE
Offline configurations do not update the EFS database with the information provided for performing the asset management device scans. When the system hardware is installed and the ECBs are deployed, a validation function checks the EFS database against the deployed ECB configuration. The validation function detects any errors such as spelling mistakes and incomplete data. The result of the validation is an EFS database that represents the deployed system. Any differences between the EFS database and the deployed system hardware are recorded in a validation log file. The EFS database must be completely validated against the I/A Series system before you configure the database for scanning. Steps 1 through 8 in Figure 5-1 depict the workflow described in this chapter. See Offline Configuration: Bulk Data Import on page 69 for the remaining steps.
Figure 5-1. Device Configuration Starting with Manual ECB
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Entering ECB Information

To manually enter ECB information: 1. Open PACTware FDT Frame Application. Starting with V2.0, EFS supports the use of multiple PACTware project files. As the offline configuration is provided in IA mode only, use separate project files for IA and Non IA mode configurations. 2. Choose File > Save from the PACTware main menu and use the Save dialog box to name the project and specify its storage location. 3. Right-click HOST PC and choose Add device from the context menu to open the Device for HOST PC dialog box. 4. Select FBM Communication DTM (HART) or FBM Communication DTM (FoxCom) from the dialog box and click OK. 5. Double-click the new communication DTM to display the parent and child ECBs in the Parameter dialog box (Figure 5-2).
Figure 5-2. Entering ECB Names
6. Enter the FBM ECB and device ECB names. Enter the full pathname name of each ECB (that is, ECB_COMPOUND:BLOCK). Follow the I/A Series naming conventions for compounds and blocks. If you are not familiar with them, these are detailed in Control Processor 270 (CP270) Integrated Control Software Concepts (B0700AG).
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7. Click OK. The newly added ECB information is now stored in the EFS database. You can now associate DTMs with the FBM and device ECBs as described for online configuration in Chapter 3 Online Configuration. 8. Choose File > Save from the PACTware main menu and close the PACTware project when you have finished adding the DTM information.
Editing Manually Entered Device ECB Information

Manual data entry can be used to modify ECB Information that has already been entered into the EFS database, whether by manual entry or bulk data import. Modifications can include: Adding an FBM and devices to the configuration Adding devices to FBMs that have already been configured in the EFS database Moving a device to a different channel or a different FBM Deleting FBM and device ECBs Correcting ECB names. Figure 5-3 shows the workflow for modifying existing device ECBs under a previously configured FBM ECB.
Figure 5-3. Manually Entering Changes to EFS Database
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To modify ECB information for any channel of an FBM DTM: 1. Start PACTware and choose File > Open from the PACTware main menu, select the project in the dialog box and click Open. 2. Double-click the FBM Communication DTM whose channel information has to be modified to display the ECB names in the Parameter dialog box (Figure 5-4). 3. Edit the required device ECBs and then click OK. If there is no mismatch between the edited device ECBs and the existing device ECBs in EFS Database, the edited information is saved in EFS Database and the Parameter dialog box closes. When there is any mismatch between the device ECB information already present in the EFS database and the ECB information entered through manual configuration, PACTware displays the Offline Comparison dialog box (Figure 5-4) asking whether you want to overwrite the data in the EFS database. a. Click Yes to overwrite entries in the EFS database. New entries entered manually are added and the information in the EFS database is updated. The Parameter dialog box closes. b. Click No to maintain the entries that already exist in the EFS database. In the example in Figure 5-4, the user has manually deleted the child ECBs for channels 5 through 8 in the Parameter dialog box. The Offline Comparison dialog box is asking the user whether the ECBs in the database should be overwritten with blanks.
Figure 5-4. Offline Comparison Dialog Box
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Table 5-1 describes seven different scenarios where the data in the Parameter dialog box does or does not match records in the EFS database, and the actions taken when you click Yes or No in the Offline Comparison dialog box.
Table 5-1. Resolving Conflicts Between Manually Entered Data and The EFS Database Manually Entered FBM ECB
Matches name in EFS database Matches name in EFS database
Manually Entered Device ECBs

Match device ECBs in the EFS database Includes new ECBs, others match entries in the EFS database Includes new ECBs, other ECBs do not match the ECB name in the database for the same channel The Parameter dialog box does not contain definitions to all the child ECB present in the EFS database. See blank fields for channels 5 through 8 in Figure 5-4 The Parameter dialog box does not contain definitions to all the child ECBs present in the EFS database. Parameter dialog box also contains entries that do not match the name in the EFS database for that channel Each child ECB entry in Parameter dialog box is new, that is, there is no device ECB in the database with the same name A child ECB in the Parameter dialog box has the same name as an ECB already assigned to a different FBM ECB in the database
Option Selected in the Offline Comparison Dialog Box

No changes to EFS database. Dialog box not shown Yes: New child ECB entries are added to the EFS database. Existing matched records in EFS database are left untouched. No: No changes to EFS database Yes: New child ECB entries are added to EFS database. Existing mismatched EFS database records are overwritten. No: No changes to EFS database. Yes: EFS database records not in the FBM configuration screen are deleted from the EFS database. Existing matched device ECB records in EFS database are left untouched. No: No changes to EFS database. Yes: EFS database records not in the Parameter dialog box are deleted from EFS Database. Existing mismatched children records in EFS database are overwritten. No: No changes to EFS database.
Matches name in EFS database
Name is not found in EFS database.
FBM ECB and its device ECB entries are entered into EFS database. Dialog box not shown
Name is new, that is, not found in EFS database
Close operation on the Parameter dialog box aborts writing FBM and child ECB information into EFS database with the message:
Configuring FBM and its child ECBs aborted. <Compound:Block> device configured under this FBM is already configured under another FBM.
4. Choose File > Save from the PACTware main menu when you have completed the edits and then exit PACTware.
Validating the Offline Configuration

When the I/A Series System is available and the ECBs are online, you should verify the contents of the EFS database against the I/A Series System, as described for the bulk data import method in Validating the Offline Configuration on page 79.
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NOTE
Do not configure the EFS database for scanning until the database has been fully validated against the I/A Series system.
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6. Setting Up the EFS Database Using Microsoft SQL Server 2008

This chapter describes how to configure the EFS database using Microsoft SQL Server 2008. EFS instances can use either of two database applications for scanning and offline configuration: Microsoft Access, the default database, should be used with benchtop systems and for proof of concept, but not for scanning in the production system. Microsoft SQL Server 2008 provides a robust database server suitable for operation of large scale systems. The standard backup and recovery procedures for the Microsoft SQL databases should be followed. Configuration of the EFS database is required for the following applications:
Offline configuration of FBMs and field devices using bulk data import from a Microsoft Excel spreadsheet, as described in Chapter 4 Offline Configuration: Bulk Data Import Manually entering FBM and device configurations into the EFS database, as described in Chapter 5 Offline Configuration: Manual Entry Scanning HART and FoxCom devices for selected asset management data and communicating the data to the Invensys Condition Monitoring application and Avantis.Pro. See Chapter 7 Configuring Devices for EFS Scanning for information on selecting the devices to be scanned and setting the scanning rate.
NOTE
Configuration of the EFS database is not required if you are using PACTware and EFS for online configuration of HART and FoxCom devices (described Chapter 3 Online Configuration) and will not be scanning the devices with EFS. This chapter describes how to set up Microsoft SQL Server 2008, which includes defining the database in SQL Server Management Studio and setting the DSN for the database server. The chapter assumes that the Microsoft SQL Server 2008 software is already installed and properly configured. The database definition and DSN setting should probably be performed by your on-site SQL administrator. Setting up the EFS database with SQL Server involves the following tasks: Identifying SQL Server as the EFS database application in the EFS setup wizard. This task may already have performed during software installation. This chapter begins with instructions on switching the database selection if the software was installed with Microsoft Access, the default selection. Creating the database itself using Microsoft SQL Server Management Studio as described in Create the New Database on page 98.
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6. Setting Up the EFS Database Using Microsoft SQL Server
Configuring the Data Source Name (DSN) along with setting authentication mode and other database attributes. See Set the DSN for the Microsoft SQL Server Database on page 103. Refer to Appendix C Database Migration if you are upgrading an EFS scanning application from Microsoft Access to Microsoft SQL Server 2008, or if you are migrating an EFS application from Microsoft SQL Server 2005 to Microsoft SQL Server 2008.
Selecting Microsoft SQL Server 2008 as the Database Application

If you selected Microsoft Access (the default) as the EFS database application during installation of the software, change the selection now using the Change or Remove Programs applet in the Control Panel: 1. Click the Start button the task bar, choose Settings > Control Panel from the popup menu and double-click Change or Remove Programs in the Control Panel. 2. Choose Extended Frame Services 2.3 to open the setup wizard. After inspecting the already installed software, the wizard displays a Welcome page, which presents three options: Modify, Repair and Remove (Figure 6-1).
Figure 6-1. Welcome Page
3. Click the radio button for Modify and then click Next. 4. Check all components on the Selected Features page and then click Next to display the Configure EFS Database dialog box (Figure 6-2).
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Figure 6-2. Configure EFS Database Dialog Box
5. Click the radio button for Microsoft SQL Server Database and enter (local) in the SQL Server field. 6. Ensure that the Login Name sa is sa. 7. Enter the password given for the sa login during Microsoft SQL Server 2008 installation. 8. Click OK. 9. Click Finish when the installation wizard displays the Maintenance Complete page (Figure 6-3).
Figure 6-3. Maintenance Complete Page
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Create the New Database

The next step is to create a new SQL database. To create the new database, proceed as follows: 1. Open the SQL Server Management Studio, right-click Databases in the Object Explorer and choose New Database from the context menu (Figure 6-4).
Figure 6-4. Creating a New Database
The New Database window displays the General properties of the new database (Figure 6-5). 2. Type EFSDB in the Name field on the General tab, but leave the Owner as <default>.
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Figure 6-5. Database Properties
3. Click OK to save the setup and return to the Microsoft SQL Server Management Studio, where the EFSDB database is shown under the Databases node (Figure 6-6).
Figure 6-6. Microsoft SQL Server Management Studio
4. Expand Security > Logins in the Object Explorer, right-click Logins and choose New Login from the context menu (Figure 6-7).
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Figure 6-7. Opening the Login - New Window
5. Set these attributes on the General page of the Login window (Figure 6-8): Enter efsobj in the Name field. Select the SQL Server Authentication radio button. Enter fox$FDT12 as password. Select EFSDB from the Default database pull-down list. Leave the Default language as <default>. Uncheck Enforce password policy. Uncheck Enforce password expiration. Uncheck User must change password at the next login.
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These three options should be unchecked
Figure 6-8. Login Window for a New Database
6. Select the User Mapping page (Figure 6-9) and check the box for EFSDB under Users mapped to this login to specify which databases can be accessed by the login. 7. Check the boxes for the following items under Database role membership for EFSDB:
db_datareader db_datawriter public
(already selected by default).
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Figure 6-9. User Mapping Page
8. Click OK to close the window and return to Microsoft SQL Server Management Studio. 9. Choose File > Save All from the main menu and exit Microsoft SQL Server Management Studio.
Setting Options on EFS Database

Proceed as follows to set the options for the EFS database: 1. Right-click on EFSDB -> Properties. 2. In the Database Properties pane, select Options. 3. Change the Recovery Model drop-down menu from FULL to Simple (Figure 6-10).
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Figure 6-10. Database Properties Pane
4. Click OK to complete configuration of the options.
Set the DSN for the Microsoft SQL Server Database

To set the DSN for the SQL Server database: 1. Click the Start button in the task bar and choose Settings > Control Panel from the popup menu to open the Control Panel. 2. Click Administrative Tools > Data Sources (ODBC) in the Control Panel to open the ODBC Data Source Administrator properties dialog box. 3. Click the System DSN tab. The tab lists existing data sources including EFSDB, if Microsoft Access was selected during initial installation of the software (Figure 6-11).
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Figure 6-11. ODBC Data Source Administrator
4. Click Add to open the Create New Data Source dialog box, select SQL Server (Figure 6-12) and click Finish to start the Create a New Data Source wizard.
Figure 6-12. Create New Data Source Dialog Box
5. Enter EFSDB for both Name and Description and select (local) on the first wizard page and then click Next (Figure 6-13).
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Figure 6-13. Create New Data Source to SQL Server Wizard
6. Click the radio button for SQL Server authentication on the next wizard page (Figure 6-14).
Figure 6-14. Specifying Authentication Method
7. Enter efsobj for the Login ID and fox$FDT12 for the Password, and then click Next to move to the next page (Figure 6-15).
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Figure 6-15. Setting Additional Properties
8. Click the check box for Change the default database to and select the new database (EFSDB) from the pull-down list. 9. Accept all other default selections and click Next to move to the final wizard page (Figure 6-16).
Figure 6-16. Final Wizard Page
10. Accept the default selections and click Finish. The ODBC Microsoft SQL Server Setup dialog box lists the selections you have made (Figure 6-17).
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Figure 6-17. Selected Data Source Settings
11. Click the Test Data Source button. The next dialog box shows the test results (Figure 6-18).
Figure 6-18. SQL Server ODBC Data Source Test
12. Click OK to exit the wizard.
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Best Practices for Advanced Users

The following are recommendations for Advanced EFS users: 1. It is recommended to use the Microsoft SQL Server 2008 as the EFS database for all kinds of applications, irrespective of the nature of use; whether EFS is used for both maintenance and asset management or it is used for device maintenance alone. 2. Use multiple PACTware projects in the configuration of DTMs instead of overloading a single PACTware project. This approach makes working with the PACTware projects easier as load is distributed among multiple PACTware projects. 3. A PACTware project should contain less than 30 devices. 4. It is not advisable to modify or replace the EFS database. However, if you require multiple databases for offline configuration, ensure that you have backed up the following project components: EFS database: If Microsoft Access is chosen as the EFS database, copy the file FDMEFSAccessDatabase.mdb located in the Database folder of your installation directory. If Microsoft SQL Server 2008 is chosen as the EFS database, take a backup of the EFS database. PACTware projects used in offline configuration Bulk data spreadsheet files used in bulk data import. After making the backup, save it in a folder giving it an unique name such as Plant area_datetime.
NOTE
If you desire offline PACTware project files to be used on a new empty EFS database, all the data entered via the Manual Entry method must be re-entered and all the data entered via the Bulk Import method must be re-imported.
Programmatic Access to Device Databases

The Invensys Condition Monitoring application monitors the asset management data within EFS and creates a work order within Avantis.PRO when a device malfunctions. Additional asset management information can be obtained from the EFS database by utilizing the Application Programming Interface, as described in Extended Frame Services 2.x Application Programming Interface (B0400EG).
Invensys Condition Monitoring

Invensys Condition Monitoring (ICM) is an optional component of Avantis.PRO. ICM provides performance-based preventive maintenance, condition-based monitoring and predictive alerts by using the I/A Series function blocks and the AIM* Historian. The AIM* Historian is the data source for these capabilities. The user selects process variables for monitoring, and ICM monitors and analyzes the data for possible maintenance conditions. If a pending failure is detected, ICM
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can automatically generate an appropriate maintenance work order request and action can be taken to prevent the failure. Using Invensys Condition Monitoring, you can: Create maintenance work requests from the process operator's console of the I/A Series system. Provide performance-based preventive maintenance.
Allow process operators to track equipment history and maintenance activity associated with a work order request. Analyze plant floor data to predict failures and ensure timely maintenance. Alert maintenance personnel as to the health of the assets.
Avantis Enterprise Asset Management

Extended Frame Services (EFS) provides FDT compliant data collection services to link instrument maintenance information from HART and FoxCom devices and interfaces this data to Invensys Condition Monitoring. In turn, EFS communicates selected asset management data such as device identification information, device health status and DTM-supplied cycle counts for valve positioners to the Invensys Condition Monitoring application. The Invensys Condition Monitoring application monitors this asset management data within EFS and creates a work order within Avantis.PRO when a device malfunctions. Avantis.PRO is an Enterprise Asset Management solution which ultimately reduces maintenance costs including maintenance labor and spare parts inventory costs while maximizing return on assets. Avantis.PRO provides planning and scheduling of asset management functions, including preventive maintenance, materials management, supply chain management and work order management. Using Avantis.PRO, you can:

Track costing and maintenance activities on any equipment needing repair or service. Record detailed equipment failure histories including the symptoms, the cause of failure and the actions taken. Automatically generate work orders, based on any combination of user-defined criteria such as performance statistics, elapsed time and calendar date. Easily control equipment inventory and spare parts inventory. Automate the procurement process. For example, by automatically creating requisitions and purchase orders.
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7. Configuring Devices for EFS Scanning

This chapter describes how to select devices in the I/A Series system for scanning by EFS, set the scanning frequency and start the scanning service. The Invensys Field Device Scanner process, which runs on each workstation with EFS client software, ensures that intelligent field device information in the database maintained by EFS is updated periodically. The scanner retrieves device parameters and status at a user-set frequency and saves the updated information to the database. You can configure and execute the scanning process on any workstation on which EFS software is installed. Use the EFS Scanner Configuration dialog box to specify which devices are to be scanned and the frequency of scanning. The EFS Scanner Configuration application sets up only those devices to be scanned by the workstation from which you are running the configuration application. For example, using the scanner configuration application on Workstation 1, you can configure the scanner process executing on Workstation 1 to scan device FT104 every hour. From the scanner configuration application on Workstation 2, you can configure the scanner process executing on Workstation 2 to scan the device FV201 every hour. Every hour, both devices are scanned; the scanning process in Workstation 1 scans device FT104 and the scanning process in Workstation 2 scans FV107. Although there are scanning processes executing on multiple workstations, one central database is updated. Separating the devices to be scanned among multiple workstations, allows a higher number of devices to be scanned in a given time period. The scanner configuration application only displays those devices that are configured to be scanned by the scanner process in the computer running the configuration application. Figure 7-1 depicts a complete workflow for selecting on-platform devices (that is, devices connected to the I/A Series system via an FBM) for EFS scanning. Steps 1 through 11 in this scenario are discussed in Chapter 3 Online Configuration. The equivalent work for devices configured offline is covered in Chapter 4 Offline Configuration: Bulk Data Import and Chapter 5 Offline Configuration: Manual Entry.
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Figure 7-1. Setting up I/A Series Devices for EFS Scanning
HART Device Scan Considerations

The primary purpose for scanning HART devices is to collect diagnostic status indications in order to alert operators to device problems. HART devices have extensive diagnostics and condition monitoring within themselves. Therefore, it is typically preferable to collect the diagnostic status bits representing problem alerts, rather than collecting data readings. For example, on a valve positioner, it is more appropriate to read a status bit indicating the low air supply pressure alarm limit has been violated rather than collecting the air pressure reading itself and having to test it against limits within a computer application. Every HART device has a standard device status byte with indications such as Field Device Malfunction, Non-PV Out-of-Limits, More Status Available, etc. Up to 25 bytes of additional manufacturer specific status bits are available as Extended Status. The More Status Available bit is an indicator that bits are set in the Extended Status. This is discussed in detail in the Control Block Configuration Information chapter in the HART Communication Interface Modules Users Guide (B0400FF).
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HART Devices Connected To I/A Series HART FBMs

The HART-supporting FBM regularly receives the standard device status byte in replies to the commands it issues, and has built in checks on the More Status Available bit. When the bit is set, the FBM reads the 25 bytes of extended status approximately every ten seconds. In the control processor, the standard device status is read into the DDIAG1 parameter of the ECB201. Extended status, as a hex string, may be read by a single STRIN block, or be read in a bit enumeration by multiple PAKIN blocks. Follow these recommendations: 1. Using the standard and extended status bits collected by the FBM and the control processor is the fastest and most efficient diagnostic information collection mechanism, and is recommended for devices connected to HART FBMs, rather than using the EFS Scanner. 2. The use of a STRIN block to collect extended status is the preferred mechanism for collecting all extended status from the FBM into the control processor. A PAKIN block would be used on applications where only a specific set of 32 extended status bits are needed. The frequency of status collection is set via the PERIOD parameter of the block. To reduce and evenly distribute the communication load between control processor and FBM the collection frequency should be set slow, e.g. 60 seconds, and the blocks should be phased. 3. The ArchestrA System Platform with ArchestrA application objects should be used to collect device status and extended device status from the control processor. Within this engineered solution resides the device specific interpretation of the text strings that should be matched to the extended status bits appropriate to that make and model of HART device. The ArchestrA System Platform allows other products and capabilities of the Invensys Enterprise Control System to be used in a comprehensive solution encompassing alarming, reporting, and maintenance workflow for the HART devices. 4. Use of the EFS Scanner is not recommended for devices connected to HART FBMs. If it is desirable to collect actual readings, e.g., the actual air pressure, it can optionally complement the above recommendations by reading all device variables into a database. If this is done, follow the recommendations in Selecting the Devices and Setting the Frequency on page 115 for engineering the data collection periods.
HART Devices Connected To HART Multiplexers

Digital HART data can be collected through HART multiplexers, scanning a single device at a time. The EFS Scanner is aware of the necessary device specific commands through the Device Type Managers. Follow these recommendations: 1. The EFS Scanner is the recommended solution for collecting a comprehensive snapshot of readable HART variables for devices connected to HART Multiplexers. 2. Follow the recommendations in Selecting the Devices and Setting the Frequency on page 115 for engineering the data collection periods.
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Exporting the PACTware Project

To set up EFS scanning for devices in the I/A Series system: 1. Open the PACTware project that contains the devices to be scanned. 2. Choose Extras > EFS Export from the PACTware main menu to export the configuration to the EFS database (Figure 7-2).
Figure 7-2. Exporting Device Configurations from PACTware
3. Click OK when the EFSExport dialog box indicates that the export is complete. If dialog box displays EFS Export completed with warnings (Figure 7-3): Click the EFSExportWarnings link to display the EFSExportWarnings.txt file. Review the warning messages and then close the file. Click OK in the EFSExport dialog box. Resolve any problems in the PACTware project and re-export the project to EFS.
Figure 7-3. EFS Export with Warnings
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NOTE
By default, EFSExportWarnings.txt is located in the log folder of EFS installation directory (C:\Program Files\Invensys\FDM_EFS\log on a non-I/A Series platform or D:\Invensys\FDM_EFS\log in an I/A Series workstation).To save warnings to a different location, double-click the file log directory and save the opened file to the desired location. 4. Save the Project and exit PACTware.
Selecting the Devices and Setting the Frequency

To identify the devices to be scanned and set the scanning rate: 1. Do one of the following to open the EFS Scanner Configuration dialog box (Figure 7-4): Double-click the EFS Scanner Configuration desktop icon ( ). Click the Start button in the task bar and choose Programs > Invensys > FDM_EFS > EFSScannerConfig. 2. Click the radio button for I/A mode in the Environment group in the upper right corner of the dialog box if the mode is not already selected.
Figure 7-4. Selecting a Field Device for Scanning
3. Click the Add device button to open the Network Object Selection dialog box (Figure 7-4).
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The dialog box displays the FBM and device ECBs present in the I/A Series system Compound Summary Access (CSA). 4. Expand the data tree, select the device and click OK to insert the full pathname of the device ECB into the Devices table in the EFS Scanner Configuration dialog box (Figure 7-5).
Figure 7-5. Setting the Scanning Frequency
5. Right-click the device and use the context menu to set the scanning period. The default scanning period is one hour. You can select a longer period from the menu or click User defined and specify the frequency in the Scan period dialog box (Figure 7-5). ! WARNING The time required to scan each HART device varies considerably based on the make and model of device, and the number of parameters that device contains. The scan for a simple device with few parameters might require around 1 minutes. The scan for a complex device such as a valve positioner might require around three minutes. The scan cycle for a long list of devices is the sum of the scan times of the individual devices. Therefore multiple computers each having an EFS Scanner should be used if there is a long list of devices to scan. It is generally advisable to scan all devices at the same scanning frequency. The product allows phasing, so that more critical devices such as valve positioners can be scanned more frequently. Therefore the scan period is entered on each device row. However, with a large number of devices it is typically more practical to scan all
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devices at the same period. The period represents the time required for all devices at that rate. If the scan period is set lower than the time required, the system scan will continue until the scan list is complete. For example if every device in the list was set at a 12 hour scan period, and it requires 12.5 hours to scan, the effective scan period would actually be 12.5 hours rather than the 12 requested. Typically the scan period is entered in hours. Under no circumstances, even with only 1 or 2 devices to scan, is it advisable to set the scan period less than 10 minutes. 6. Select other devices for scanning and set the scanning rate.
Viewing Scanned Devices

Devices that are set up to be scanned from the current PC are displayed in groups. As shown in Figure 7-6, the group names are displayed in the list on the left side of the dialog box and the devices contained in the selected group and their scan periods are displayed in the list on the right.
Figure 7-6. Device Grouping List Control
Devices are grouped either alphabetically by system tag or by communication device, and you can switch between the two grouping styles.
Alphabetically Sorted Groups

By default, the scanner sorts the devices alphabetically by system tag and divides them into groups of 25. When grouping alphabetically, use the pull-down list under Devices groups to select: 10 devices in a group 25 devices in a group 50 devices in a group. The name of the device group is the system tag of the first device in the group. Inserting or removing a device causes all the groups and their names to be recalculated.
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Figure 7-7. Selecting the Group Size
Figure 7-8 is an example of devices grouped alphabetically. The first group contains the first ten devices, Device A through Device J. The name of the first group is Device A, which is the system tag of the first device in the group. The second group is named Device K and contains the second ten devices, Device K through Device T. The third group is named Device U and contains the last three devices set up to be scanned from this PC.
Alphabetically Sorted Groups of 10 Devices
Groups
Devices
Device A Device B
Device A Device I Device J Device K Device L Device K Device S Device T Device U Device U Device V Device W Figure 7-8. Alphabetically Sorted Grouping
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Inserting or removing a device causes all the groups and their names to be recalculated. Figure 7-9 shows the reconfiguration of the device group names and contents when you remove Device B.
GROUPS
DEVICES DEVICE A DEVICE B
GROUPS
DEVICES DEVICE A DEVICE C
DEVICE A DEVICE I DEVICE J DEVICE K DEVICE L DEVICE K DEVICE S DEVICE T DEVICE U DEVICE V DEVICE W
DEVICE A DEVICE J DEVICE K DEVICE L DEVICE M DEVICE L DEVICE T DEVICE U
DEVICE U
DEVICE V
DEVICE V DEVICE W
Figure 7-9. Removing Devices from Alphabetic Grouping
Removing Device B from the list of scanned devices causes Device K to be moved into the first group, Device U to be moved into the second group, and the second and third groups to update their names. If removing a device causes the last group to remain without devices, the last group is removed and is no longer displayed. When you add a new device to the scanned devices list, the scanner performs similar actions. The scanner inserts the device in a position corresponding to the sorting rules, and updates the device group names and contents after the inserted device.
Grouping by Communication Device

In order for a device to be scanned, it must be connected to an FBM, or in the case of off-platform devices to a modem or multiplexer. When the current PC is set up to scan a large number of devices, grouping devices by the communication device to which they are attached provides a more logical presentation method. All devices to be scanned by the current PC that are connected to the same communication device are united into a group. The name of such a group is created by using the host station name of the communication device and the system tag of the communication device: <host station name>.<communication device system tag> If the communication device is not connected to a host station, that is, the communication device is directly connected to the PC performing the scanning, the host station name remains empty. <>.<communication device system tag> All devices in a group sorted by communication device are displayed alphabetically by the device system tags. Group names are also sorted and displayed alphabetically. When you add a new device and your devices are grouped by communication device, the scanner searches for the group corresponding to the appropriate communication device and appends the
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device to that group. If no such group is found, the scanner creates a new group and adds the device to it. If you remove a device from the list of devices to be scanned from the current PC, the scanner application finds the communication group containing the device and removes the device from the list. If the communication group has no devices left after removing the device, the application deletes this group and no longer displays it.
Removing Devices
To discontinue scanning a device: 1. Select the devices group form the list on the left of the EFS Scanner Configuration dialog box. 2. Select the device in Devices and click the Remove device button to the right. 3. Update the service as discussed in the next section.
Updating the Service

When you have finished specifying the devices to be scanned, the scanning frequency and the grouping, do the following to update the scanning service with the new scan list: Click Update Service to add the newly added devices to the service now and then click Close to exit the Configurator dialog box. If the scanner service is currently running, it will add the new devices to its schedule. If the service is stopped, Update Service starts the service and updates the schedule accordingly.
NOTE
If Update Service is NOT clicked (as discussed above) after specifying the devices to be scanned, the scanning frequency, the grouping, and the newly specified devices will NOT be added to the scanner and they will not be scanned. The newly specified devices will be added to the scanner and be scanned when scanner service is restarted or when the system is restarted.
Click Close to exit the EFS Scanner Configuration dialog box without immediately updating the scanner service. The scanner will add the devices when it is started. If the service is currently running it will not update the list until scanner is restarted.
Managing the Scan Service

NOTE
Do not connect to a device with PACTware when a device is scheduled for scanning in EFS Scanner Configurator as that will lead to device communication errors when trying to connect and upload parameters. The tasks of scanning a device using EFS and accessing of the device through PACTware must never be attempted at the same time.
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Starting the Scan Service

During installation, the EFS Scanning Service (DevScan) is set to start up at your request, that is, it is set up for Manual startup. On an I/A Series workstation, DevScan starts automatically after all the I/A Series services are up and running. On an off-platform workstation, the DevScan service does not start automatically. You must start the service manually. If the DevScan service is up and running, the Start service button is disabled in the EFS Scanner Configuration dialog box. If the DevScan service is stopped or it is not started, the Start service button is enabled in the EFS Scanner Configuration dialog box. To start DevScan manually: 1. Do one of the following to open the EFS Scanner Configuration dialog box (Figure 7-4): Double-click the EFS Scanner Configuration desktop icon ( ). Click the Start button in the task bar and choose Programs > Invensys > FDM_EFS > EFSScannerConfig. 2. Click the Start service button on the right side of the EFS Scanner Configuration dialog box (Figure 7-10).
NOTE
The Start service button is in the enabled state only if the service is in the stopped state.
Figure 7-10. Start Service Button
3. Click Close to exit the EFS Scanner Configuration dialog box.

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Configuring Automatic Startup

You can configure the services startup options using the Services applet in the Control Panel to start DevScan automatically on a non I/A Series station during system boot. ! CAUTION You should configure automatic startup only on non I/A Series workstations. Do not change the startup options on an I/A Series workstation. To configure automatic start on reboot: 1. Click the Start button in the task bar and choose Control Panel (or Settings > Control Panel) from the pop-up menu. 2. Double-click Administrative Tools in the Control Panel. 3. Double-click Services, and then double-click DevScan to open the DevScan Properties dialog box (Figure 7-11).
Figure 7-11. Configuring the Device Scanner Service
4. Pull down the list in the Startup type field and select Automatic, and then click Apply. 5. Click OK in the DevScan properties dialog box to close the dialog box, and click in the Services window title bar to close the applet.
Stopping DevScan
To stop the scanning service: 1. Do one of the following to open the EFS Scanner Configuration dialog box (Figure 7-4): Double-click the EFS Scanner Configuration desktop icon ( ).
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Click the Start button in the task bar and choose Programs > Invensys > FDM_EFS > EFSScannerConfig.
NOTE
The Stop service button is in the enabled state only if the service is in the Started state. 2. Click the Stop service button on the right side of the EFS Scanner Configuration dialog box (Figure 7-12).
Figure 7-12. Stop Service Button
3. Click Close to close the EFS Scanner Configuration dialog box.
Updating the Service on the Fly

The Update service button in the EFS Scanner Configuration dialog box (Figure 7-13) enables you to implement changes in the scan list and scan frequencies on the fly, that is, while the service is running. If the service is not running, clicking Update service modifies the scan list and frequencies and starts the service.
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Figure 7-13. Click Update Service to Make Changes on the Fly
When the DevScan service is updating, a Busy icon is shown and a non-interactive dialog box is shown with the message Scanner configuration update in progress.
Figure 7-14. Scanner Configuration Update in Progress
Once the DevScan service has updated successfully, a message box with message Update service successful appears. Click OK to close the message box.
Figure 7-15. Update Service is Successful
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8. Configuring and Scanning OffPlatform Devices

This chapter describes how to use PACTware to configure intelligent field devices that are offplatform, that is, they are not connected to the I/A Series system network. Association of the communication and device DTMs in the PACTware projects enables configuration of the devices for EFS scanning. Figure 8-1 shows a typical configuration where the PACTware application resides directly on an I/A Series workstation. The PACTware application frame is utilized to configure and manage the HART devices connected directly through the HART FBM, as described in Chapter 3 Online Configuration. Other examples of off-platform devices are provided at the end of this chapter.
HART Multiplexer Example

Figure 8-1 shows a HART valve positioner connected to a Triconex safety system, which directly monitors and controls the device and other devices. The device is also connected to an I/A Series workstation via a HART multiplexer. This connection and software installed on the workstation enable configuration and maintenance of the device, and scanning of the device for asset management.
Enterprise Network I/A Series Workstation PACTware I/A Series Communication DTM HART Device DTMs Multiplexer DTMs Extended Frame Services 2.3 4-Port RS232C with RS485 Converter RS-485 I/A Series MESH Control Network See Chapter 3 Online Configuration Fisher DVC6000 Positioner
Pepperl+Fuchs Multiplexer Master and Slave Modules
Triconex
4-20 mA I/O Interface
Figure 8-1. Example HART Multiplexer Configuration
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8. Configuring and Scanning Off-Platform Devices
This section addresses configuration of the components contained in the architecture shown in Figure 8-1: I/A Series workstation with the PACTware, EFS and DTMs installed using the procedures described in Chapter 2. 4 Port RS232C (PCI card) and RS485 Converter Pepperl+Fuchs KFD2-HMM-16 HART Multiplexer (master)
Pepperl+Fuchs KFD2-HMS-16 HART Multiplexer (slave) Fisher DVC6000, single HART device attached to the HART Multiplexer. The Fisher DVC6000 is configurable without the presence of the Triconex controller.
Hardware and Software Prerequisites

Some prerequisites must be in place before we begin the HART Multiplexer configuration: Install the multi-port RS232C serial card in the AW70 workstation along with the RS232C to RS485 protocol converter (Figure 8-1). Install the KFD2 Master and KFD2 Slave HART Multiplexers. Pepperl+Fuchs KFD2 Multiplexer installation is provided as an example. The KFD2 Master and KFD2 Slave contain communication channels to which devices are attached. Attach the HART devices to the slave multiplexer and record the channels to which you attach the HART devices. In this example, only one HART device, a Fisher DVC6000 positioner, is attached to the multiplexer. It is connected via channel 1. In addition to the software installed on the workstation in the Chapter 2 Software Installation, the following CD-ROMs are required during the installation process for the HART multiplexer illustrated in Figure 8-1: P&F KFD2 HART Multiplexer DTM V1.5.9 HART Comm DTM V1.0.39 These DTMs are obtained directly from Pepperl+Fuchs. Follow the manufacturers instructions to install the multiplexer software on the I/A Series workstation. Figure 8-2 illustrates the sequence of steps involved in the HART multiplexer example.

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Figure 8-2. Configuring Devices Connected via a HART Multiplexer for EFS Scanning
Getting Started
Once the hardware is in place and you have installed the DTMs, start PACTware and update the Device Catalog. You can have multiple PACTware projects for EFS scanning and you should create a separate project for devices installed on the I/A Series system network. To get started: 1. Do one of the following to open the PACTware Frame Application: Double-click the PACTware desktop icon ( ). Click the Start button in the task bar and choose Programs > Invensys > PACTware 4.0 > PACTware 4.0 from the popup menu. The initial PACTware window is displayed (Figure 8-5). The window includes the main menu and toolbar at the top of the window, a Project view either on the left or arrayed across the top of the window. Initially, the Project view includes a single node, HOST PC, under which you will build a hierarchy of communication DTMs and the device DTMs associated with them. When you double-click any item in this Project
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view, the parameters for the DTM are displayed in the appropriate editor in a separate window.
NOTE
Update Device Catalog cannot be performed when an existing project is opened in PACTware. 2. Click the Device Catalog icon ( ) in the PACTware toolbar to open the Device Catalog (Figure 8-3), which lists all the DTMs currently available for the project except the P+F multiplexer DTMs you just installed.
Figure 8-3. Updating the Device Catalog
3. Click the Update device catalog button to bring the newly installed DTMs into the PACTware database. 4. Click Yes when the confirmation dialog box (Figure 8-3) prompts you to Create a
new PACTware device catalog?
For the examples in this chapter, the Project view has been moved to the top of the window and expanded to show additional information about the selected device: Data Changed in Project, Online State, Channel and Device Type (Figure 8-4). 5. Right-click any of the column headers in the Project view and use the context menu to add or remove Project view columns.
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Data changed in project
Online state
Figure 8-4. Setting Up the Project View
6. Do the following to name and save the new project: a. Choose File > Save from the main menu to open the Save As dialog box (Figure 8-5). b. Use the dialog box to name project file and specify its storage location, and then click Save.
Figure 8-5. Naming the PACTware Project
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Add HART Communication and Multiplexer DTMs

The next step is to add the generic HART communication DTM to the HOST PC and then add the multiplexer DTMs. The Pepperl+Fuchs multiplexer in the example uses two DTMs, one for the master module and one for the slave. Individual device DTMs are added to the slave module. The MTL multiplexer uses a single serial communication DTM. When you use the context menu in the Project view to add a device, PACTware presents only those DTMs that are compatible with the selected device. To configure the DTMs for the HART multiplexer: 1. Right-click the HOST PC in the Project view and choose Add Device from the context menu to open the Device for dialog box (Figure 8-6). 2. Select HART Communication (CodeWrights GmbH) and click OK.
Figure 8-6. Add the HART Communication DTM to the Host PC
To configure the HART Communication DTM to reference its HART multiplexer network: 1. Double-click the DTM in the Project view to open the HART communication DTM Parameter dialog box (Figure 8-7).
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Figure 8-7. HART Communication DTM Parameters
2. Select HART multiplexer in the Communication interface pull-down list. 3. Select the port and baud rate based upon the HART network parameters. 4. Accept the default values for the remaining parameters and click OK.
Multiplexer Master DTM

To configure the KFD2 HART Multiplexer master: 1. Choose View > Device Catalog from the main menu if the catalog is not already displayed. 2. Use the pushpin icon in the catalog title bar to position the catalog within the PACTware window as shown in Figure 8-8 and select the Vendor tab on the left. 3. Click the HART communications DTM (COM1) in the Project view.
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Figure 8-8. Adding the Master DTM
4. Select PEPPERL+FUCHS GmbH in the Vendor tab to display available DTMs in the device list on the right and then double-click KFD2-HMM-16 (FDT) to add the master to COM1. 5. Double-click KFD2-HMM-16 (FDT) in Project view to open the DTM in the Devices view (Figure 8-9).
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Figure 8-9. Editing Master Multiplexer Parameters
6. Set the RS-485 address to 1 and press Enter to confirm the selection.
NOTE
These addresses and channel selections are based on the topology that was built and recorded earlier. The pencil symbol in the Data Changed in Project column indicates that there are unsaved changes to the device configuration.
Multiplexer Slave DTM

To configure the KFD2 HART Multiplexer slave module: 1. Right-click KFD2-HMM-16 (FDT) in the Project view and choose Add Device from the context menu to open a dialog box listing only those DTMs that can be added to the KFD2 HART Multiplexer master module (Figure 8-10).
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Figure 8-10. Adding a Slave DTM
2. Double-click KFD2-HMS-16 (FDT) to select the slave DTM and to display a dialog box for specifying the communication channel (Figure 8-11).
Figure 8-11. Selecting the Slave Communication Channel
3. Select channel 1 and click OK.

NOTE
These addresses and channel selections are based upon the topology that was built and recorded earlier. The slave multiplexer DTM (Slave00) is added under the master in Project view. You can also select the slave DTM by browsing the Device Catalog as was done to add the master to HOST PC (page 131). 4. Double-click Slave00 in the Project view to open the DTM in the Devices view and edit the parameters (Figure 8-12).
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Figure 8-12. Editing the Slave Multiplexer Parameters
Add the DTMs for Field Devices

The next step is to add HART devices to the slave multiplexer. In the example, a single device, a Fisher DVC6000 is added to the Pepperl+Fuchs multiplexer.
NOTE
Refer to Appendix D Choosing a Proper DTM for a Field Device to choose the correct DTM for a device from Code Wrights DTM library. To create an instance of the device DTMs: 1. Select the slave multiplexer DTM (SLAVE00) in the Project view and select the device manufacturer (FISHER CONTROLS in the example) in the Device Catalog Vendor tab. 2. Select the device (DVC6000 V1.6) in the list to the right and click the Add button in the lower right corner of the catalog.
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Figure 8-13. Selecting a Slave Device
PACTware displays the Channel Selection dialog box (Figure 8-11 on page 134). 3. Choose the proper communication channel (Channel 1) and click OK. The device DTM (DVC6000) is added under the slave multiplexer in the Project view. 4. Choose File > Save from the PACTware main menu to save the project. The pencil icons are removed from the Data Changed in Project column indicating that the configurations have been saved.
Verify Device Connections

The next step is to verify the connections between the DTMs in the PACTware project and the field devices connected to the workstation via the multiplexer. Before verifying the connections, you must rebuild the loops on the Master Multiplexer DTM as follows: 1. Select the Master Multiplexer DTM, right-click on it and click Connect. The Master Multiplexer DTM is moved into the connected state.
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2. Right-click the Master Multiplexer DTM again and click Additional Functions > Rebuild Loops. The Rebuild Loops dialog box appears. 3. Click the >> button to begin the rebuild loops operation. This button is disabled during this operation.
Figure 8-14. Rebuild Loops Dialog Box
The operation will complete, and the >> button becomes selectable again. Now, verify the connections as follows: 1. Right-click each DTM in the Project view starting with the HART communication DTM (COM2) and choose Connect from the context menu to verify the online state of the DTM. The slave multiplexer is being connected in Figure 8-15. The HART Communication DTM and the Multiplexer master module are already connected. When the DTM is online to the device, the icon in the Online State column changes from to and the device is displayed in bold type.
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Figure 8-15. Connecting to the Multiplexer Slave
2. Double-click DVC6000 in the Project view to open the DTM in the Device view (Figure 8-16) and verify the connectivity by displaying online parameters of the device in device DTM. 3. Close the DTM and right-click the device in the Project view and choose Disconnect from the context menu to go offline.
Configuring the Device

Once you have established connectivity with a field device, you can upload parameters from the device to the DTM and/or download configurations from the DTM to the device. The following sequence is recommended, especially if application specific-parameters have been set in the device at the factory: 1. Right-click the device in the Project view and choose Connect from the context menu to go online to the device. 2. Right-click the device in the Project view and choose Load from Device in the context menu to upload parameter values to the DTM. 3. Choose File > Save from the PACTware main menu to save the uploaded values in the project. 4. Double-click the device in the Project view to open the DTM and edit the parameters using the functions provided by the DTM (Figure 8-16).
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NOTE
If you need to make extensive changes to the configuration, it is advisable to take the DTM offline, edit and save the configuration. Then reconnect and download the changes by choosing Store to Device from the devices context menu in the Project view.
Figure 8-16. Editing the Slave Device Online
5. Right-click the device in the Project view and choose Disconnect from the context menu to go offline. 6. Choose File > Save from the PACTware main menu to save the values in the project.
Important Note about EFS Scanning of Field Devices

At this point, you can configure the device for EFS scanning, adding the device to a scan list and setting the scan frequency, as described in the next section. If the device is on a scan list and you need to access the device via PACTware and the device DTM for maintenance or diagnostics, make sure that the scanning service is stopped before you connect to the device to avoid communication errors and possible device configuration problems. See Chapter 7 Configuring Devices for EFS Scanning for information on the following topics: Viewing Scanned Devices on page 117 Alphabetically Sorted Groups on page 117
Grouping by Communication Device on page 119

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Updating the Service on page 120 Managing the Scan Service on page 120
Configure EFS Scanning

To set up EFS scanning for off-platform devices: 1. Choose Extras > EFS Export from the PACTware main menu to export the configuration to the EFS database (Figure 8-17). 2. Click OK when the EFSExport dialog box indicates that the export is complete.
Figure 8-17. Exporting Device Configurations from PACTware
3. Save the project and exit PACTware. 4. Do one of the following to open the EFS Scanner Configuration dialog box(Figure 8-18): Double-click the EFS Scanner Configuration desktop icon ( ).
Click the Start button in the task bar and choose Programs > Invensys > FDM_EFS > EFSScannerConfig from the popup menu.
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5. Click the radio button for NonI/A mode in the Environment group in the upper right corner of the dialog box if the mode is not already selected. 6. Click the Add device button to open the Network Object Selection dialog box (Figure 8-18).
Figure 8-18. Selecting an Off-Platform Field Device for Scanning
The dialog box displays the DTMs that were configured in the PACTware project and exported to the EFS database. In Figure 8-18, the database contains the example HART multiplexer configuration created in this chapter and an MTL multiplexer DTM with it attached devices. 7. Expand the data tree, select the device and click OK to insert the full pathname of the device DTM in the Devices table in the EFS Scanner Configuration dialog box (Figure 8-19).
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Figure 8-19. Setting the Scanning Frequency
8. Right-click the device and use the context menu to set the scanning period. The default scanning period is one hour. You can select a longer period from the menu, or click User defined and specify the frequency in the Scan period dialog box. In Figure 8-19, the scan frequency is being set to 12 hours.
Deletion of the Unused Non-I/A Series Device Objects

A PACTware project might not contain the complete hierarchy of multiplexers with a large number of devices. It is recommended that a PACTware project contains a small number of devices; this requires multiple PACTware projects to represent a multiplexer with 120 channels. Because of the fragmentation of the multiplexer hierarchy, the EFS export may not detect that a device tag has been modified, resulting in multiple entries in the EFS database after an EFS Export: An entry for the device tag before modification. An entry for the device tag after the modification. The EFS Export warnings file reports if a communication DTM has multiple devices assigned to the same channel (Figure 8-20). If multiple devices are identified as being assigned to the same channel, delete the unused device entry from the EFS database.
Figure 8-20. EFSExportWarning Dialog Box
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Do the following to delete unused device objects from Network Object Selection window, 1. Open the EFS Scanner Configuration dialog box. 2. Ensure that Non-IA radio button is selected. 3. Click Add device to open the Network Object Selection dialog box (Figure 8-21).
Figure 8-21. Network Object Selection
4. Select the unused device object and click Delete.

NOTE
If a parent object is selected for deletion all the associated child objects of that parent are deleted along with the selected parent object. 5. Click Yes in the confirmation dialog box (Figure 8-22) to confirm deletion of the selected object along with its child objects.
Figure 8-22. Confirm Deletion Dialog Box
Other Off-platform Configurations

The section briefly describes setting up other off-platform devices in PACTware for EFS scanning. The instructions in each of these examples go up to the point where the project is exported to EFS.
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MTL Multiplexer and Devices

Configuration of devices that are connected via an MTL multiplexer are similar to those for configuring the Pepperl+Fuchs multiplexer and device discussed in the extended example. One difference is that you add only one communication DTM to host PC, whereas for the Pepperl+Fuchs multiplexer you add a DTM for the master multiplexer module and a DTM for the slave module. Figure 8-23 shows the steps needed to configure scanning of off-platform devices using an MTL multiplexer. This section covers steps 1 through 9 of the workflow.
Figure 8-23. Configuring Devices Connected via an MTL Multiplexer for EFS Scanning
NOTE
Refer to Appendix D Choosing a Proper DTM for a Field Device to choose the correct DTM for a device from Code Wrights DTM library.
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To configure and scan a device connected to an MTL Multiplexer: 1. Start a PACTWare and add MTL Serial Communication DTM to HOST PC in the PACTware. 2. Right-click on MTL Serial Communication DTM and choose Additional functions -> Scan List, as shown in Figure 8-24. Click Yes when a message prompts you to establish the connection.
Figure 8-24. Selecting Scan List in PACTware
Wait for the scan list to generate. Once the scan list is displayed, record the RS-485 address of the Multiplexer. 3. Add MTL 4840 Multiplexer under MTL Serial Communication DTM. 4. Double click on MTL 4840 Multiplexer, as shown in Figure 8-25, and select the RS-485 Address as the one recorded from the scan list. Then, click Apply.
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Figure 8-25. Selecting RS-485 Address in PACTware
5. Right-click MTL 4840 Multiplexer and select Additional functions -> Instrument List. 6. Click Refresh to refresh the list and display the details for all connected devices.
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Figure 8-26. Refreshing the Instrument List in PACTware
Wait for the refresh operation to complete. After it is complete, the details of all the connected instruments/devices are displayed.
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Figure 8-27. List of Devices in PACTware
7. Using the device details in the Instrument List, add the field device DTMs below MTL 4840 Multiplexer on the corresponding Channel Address.
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Figure 8-28. Channel Selection in PACTware
8. Connect the device DTMs. 9. Click Load from Device to upload the parameters for a connected device. Repeat this for all devices added. 10. Choose Extras > EFS Export from the PACTware main menu and follow the procedures described in Configure EFS Scanning on page 140.
HART or FoxCom Modem with a Device

Generally, this off-platform configuration mode is used for a single input device that is not used in process control. Figure 8-29 illustrates the device connection using a FoxCom modem; Figure 8-30 diagrams the connection for a HART modem and single device.
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Figure 8-29. FoxCom Modem with a FoxCom Device
Figure 8-30. HART Modem with a HART Field Device
Figure 8-31 shows the steps needed to configure scanning of off-platform devices using a FoxCom or HART modem. This section covers steps 1 through 9 of the workflow.
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Figure 8-31. Configuring Devices Connected via a Modem for EFS Scanning
NOTE
Refer to Appendix D Choosing a Proper DTM for a Field Device to choose the correct DTM for a device from Code Wrights DTM library. Do the following in PACTware to prepare a HART or FoxCom device using a modem: 1. Add a communication DTM to HOST PC using either the FoxCom Communication or the HART Communication DTM. 2. Double-click the DTM and select Modem from the Communication Interface field. 3. Add the device DTM to the communication DTM. 4. Connect the intelligent field device and verify connectivity by displaying the current measurement of the device. 5. Choose Extras > EFS Export from the PACTware project.
Pepperl+Fuchs Elcon 2700G HART Multiplexer with Devices

Figure 8-32 shows the setup for a Pepperl+Fuchs Elcon 2700G Mux and devices. See also the workflow illustrated in Figure 8-2 on page 127 for steps involved in this configuration.
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Figure 8-32. Multiplexer and Device Setup Procedure
NOTE
Refer to Appendix D Choosing a Proper DTM for a Field Device to choose the correct DTM for a device from Code Wrights DTM library. Do the following in PACTware to prepare a device connected to multiplexer for scanning: 1. Add HART Communication DTM to the HOST PC in the Project view.
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Figure 8-33. Adding HART Communication DTM to HOST PC
2. Double-click the HART Communication DTM and configure as follows: Set Communication Interface to HART multiplexer Set the following in Serial Interface; Port: COM1 Baud rate: 19200 RTS Control: Toggle Set HART protocol; Master: Primary Master Preamble: 7 Number of communication retries: 3 Address scan:
Start Address: 0 End Address: 15
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Figure 8-34. Configuring HART Communication DTM
3. Click Save and OK. 4. Add Mux 2700G (FDT) master DTM to the HART Communication DTM in the PACTware. Configure RS-485 Address = 1 and Master Type = Primary Master. Close DTM.
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Figure 8-35. Adding Mux 2700G (FDT) Master DTM to the HART Communication DTM
5. Add 2700 Slave (FDT) slave DTM to the Mux Master DTM.
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Figure 8-36. Adding 2700 Slave (FDT) Slave DTM to the Mux Master DTM
6. Double click on Mux Slave DTM and configure the following items: Select Communication Channel 1. 7. Select field device DTM for your project. 8. Select device Communication Channel 1. 9. Provide power connection to devices. 10. Provide power connection to the multiplexer. Fault LED turns ON Red and then OFF and the Power LED blinks for approximately 5 seconds then turns solid ON Green. 11. Wait for Rebuild scan to complete scanning of channels. The completed scan is indicated by the HART TX LED on the 2700G Mux module going from blinking to OFF.
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Figure 8-37. Channel Scan Completed
NOTE
Sometimes the scanning can take up to approximately 30 minutes based on default settings. 12. Connect the HART Comm DTM, and Master and Slave DTMs. 13. Connect the device DTMs.
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Figure 8-38. Connecting the Device DTMs in PACTware
14. Perform an online parameter test for each device. 15. Choose Extras > EFS Export from the PACTware main menu.
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Figure 8-39. Choosing Extras > EFS Export from PACTware Main Menu
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Appendix A. Troubleshooting
This appendix lists error messages generated by the device scanner and device access components of Extended Frame Services 2.3. All these error messages are visible to the user either in a message box or written to the system event logger, which can be viewed using Windows Event Viewer application.
Errors from the Scan Process EFS Component

Informational Messages
The following messages are informational.
ScanThread: Stop Event is signaled but there are X ScanWorker threads started yet. ScanThread: Update Event is signaled but there are X ScanWorker threads started yet. ScanThread: Update Event is signaled. DevToScanTable is reinitialized! ScanThread: Pause Event is signaled. ScanThread: Resume Event is signaled. Read new register parameters. ScanThread: Creation of new ScanWorker thread for SystemTag = AAAA is OK m_ullNextScan = XXXXX ScanThread: Timeout but there are nothing to scan! ScanThread: Timeout but ScanThread State is _SCAN_PAUSED_STATE. Do nothing. ScanThread: Worker thread finished for SystemTag = XXXX. Next TimeToScan = X. ScanThread: Stop Event is signaled but there are X ScanWorker threads started yet. ScanThread: The ScanThread is in UpdatePending state and the last ScanWorker thread finished. DevToScanTable is reinitialized! ScanThread: The ScanThread is in ResumePending state! ScanThread: Update Event is signaled but there are X ScanWorker threads started yet. Starting processing Device SystemTag : XXXX Finishing Processing Device SystemTag : XXXX
Scanner Internal Failures

The following errors indicate internal failures. Stopping and restarting the Scan Process may clear the problem. These errors may also be an indication of inadequate system resources to reboot the computer.
Cant initialize COM. hr = X. ScanThread: The ScanThread wait failed. ScanThread: Creation of new thread number X failed. ScanThread: Worker thread finished but it isnt ScanWorkerThread.
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EFS Access Errors

The following errors indicate a failure to access EFS components. Verify that the components are properly installed in the system.
Creating instance of DeviceAccess.FoxDeviceAccess interface failed with HRESULT = X. Creating instance of DeviceAccess.FoxDviceAccess interface failed. Invalid pointer. _com_error on DeviceAccess.FoxDeviceAccess interface. SystemTag = X, HRESULT = X, Source = X, Description = X. Creating instance of EFSObject.FoxEFS interface failed with HRESULT = X. Creating instance of EFSObject.FoxEFS interface failed. Invalid pointer. _com_error on EFSObject.FoxEFS interface. HRESULT = X, Source = X, Description = X. Get UpdateTime() failed. Type is not VT_DATE. _com_error on EFSObject.FoxEFS interface. SystemTag = X, HRESULT = X, Source = X, Description = X.
Processing Errors
The following errors indicate processing errors:
GetCurrentComputerName failed. GetComputerName failed.
These errors indicate a system failure. Reboot your computer to attempt to clear the problem.
Unable to fetch path from registry
This error indicates an incorrect installation of the EFS components. Reinstall the EFS software.
Unable to write event into file
This error indicates an inability to enter information into the System Event Log. Verify that the event log is not full.
ScanThread: Worker thread finished for SystemTag = XXXX with error X.
This message indicates that an error occurred while performing the device scan. Additional error information should have been reported by the device access component.
Errors from the Device Access EFS Component

DEVICE ALREADY OPEN
Device is already being accessed. This may be a result of user interaction with the device through a configurator. The scan will retry.
UNABLE TO CREATE NEW DEVICE
Internal error that may be due to a lack of resources. If the problem persists, reboot the system.
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NEW DEVICE INITIALISATION FAILED
Internal error unable to initialize the DTM for the device. The DTM may be incorrectly installed or there may be insufficient system resources.
FAILED TO GET IDTM INTERFACE TO THE DEVICE
Internal error unable to initialize the DTM for the device. The DTM may be incorrectly installed or there may be insufficient system resources.
FAILED TO GET DEVICE PARAMETERS
The DTM failed to provide device parameters. The device DTM may not support the interfaces required to get device parameters.
UNABLE TO CREATE EFS OBJECT
Internal error unable to initialize the database EFS component. There may be insufficient system resources.
FAILED TO GET DEVICE RECORD FROM EFS DATABASE
The device information was not retrievable from the device database. This may be due to the removal of devices from the database or database corruption. There should be additional error information from the database component.
UNHANDLED EXCEPTION
FAILED TO SET DEVICE PARAMETERS
Parameter values must be set for the communication DTM. The communication DTM failed the set parameter request. The communication DTM may not support the interfaces required to set device parameters.
FAILED TO SET PARAMETERS IN EFS DATABASE
The device information was not settable in the device database. This may be due to the removal of devices from the database or database corruption.
System time conversion failed.
Unable to connect to EFSObject library.
Unable to locate the database component of the EFS set. Reinstalling the EFS software may fix the problem.
Unable to get information from database for device. Device tag XXX.
The device information was not retrievable from the device database. There should be additional error information from the database component.
Invalid device record type. Device is not of type FOXDEVICE. Device tag is XXX. Record type is X.
The device to which you are establishing connectivity is not a field device. Check the device type selected for scanning.
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Cannot find in the database CLSID of the device. Device tag is XXX.
The device being accessed is not associated with a DTM. This error can be caused by selecting a device that has never been accessed by the configurator. Devices must be accessed by the configurator to establish an association with a DTM.
Database contains invalid channel value of device. Device tag is XXX.
A field device does not have the proper association with a communication device.
Cannot find in the database Info parameters of the device. Device tag is XXX.
Cannot find in the database Device parameters of the device. Device tag is XXX.
Cannot find in the database Communication device of the device. Device tag is XXX.
A field device does not have a proper association with its communication device.
Invalid device record type. Device is not of type FOXCOMMDEVICE. Device tag is XXX. Record type is XXX.
The device to which you are establishing connectivity is not a field device. Check the device type selected for scanning.
Load DTM failed. DTM CLSID is XXX.
Unable to start the device DTM. This error may be caused by insufficient system resources or by an improperly installed DTM.
Unable to get IDtmChannels interface from DTM. DTM CLSID is XXX.
Unable to get communication channels from the communication DTM. This error may be caused by insufficient system resources or by an improperly installed DTM.
Unable to get FDT channels collection interface from DTM. DTM CLSID is XXX.
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Unable to get count of FDT channels in DTM. DTM CLSID is XXX.
Cannot establish communication between device and communication device. Device channel index is XXX. Communication device channels count is XXX. Device system tag is XXX. Communication device system tag is XXX.
Unable to connect the communication DTM and the device DTM. Communication may be failed, the communication DTM may not be properly configured, or the DTMs are incompatible.
Unable to get FDT channel. Device channel index is X. Device system tag is XXX. Communication device system tag is XXX.
Cannot query IFdtChannelSubTopology interface from communication channel. Communication device tag is XXX. Communication device CLSID is XXX.
Unable to get communication channels from the communication DTM. This error may be caused by insufficient system resources, an improperly installed DTM, or selecting a device that has never been accessed by the configurator. Devices must be accessed by the configurator to establish an association with a DTM.
Notification of communication channel that device is added has failed. Device system tag is XXX. Communication device system tag is XXX.
DTM configuration failed. Device system tag is XXX.
Unable to initialize the device DTM. This error may be caused by insufficient system resources, an improperly installed DTM, or selecting a device that has never been accessed by the configurator. Devices must be accessed by the configurator to establish an association with a DTM.
Cannot query IFdtCommunication interface from communication channel. Device tag is XXX. Communication device tag is XXXX.
Set communication failed. Device tag is XXX. Communication device tag is XXX.
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Cannot establish communication. Communication timeout. Device tag is XXX. Communication device tag is XXX.
Error occurred during communication. Connectivity to the device may be lost.

Unknown error occurs during operation.
Unable to find device. Device handle is XXX.
Internal error that should not be seen during normal operation. Stop the device scan process and restart it.
Unable to create IPresistPropertyBag of DTM. DTM CLSID is XXX.
Failed initialize new property bag. DTM CLSID is XXX.
Failed to get DTM interface from Property Bag. DTM CLSID is XXX.
Failed to set the Environment of DTM. DTM CLSID is XXX.
Failed initialize new device type manager. DTM CLSID is XXX.
Failed to get Dtm Parameters interface from DTM. DTM CLSID is XXX.
The DTM failed to provide device parameters. The device DTM may not support the interfaces required to get device parameters.
Failed to set parameters of the communication device DTM. DTM CLSID is XXX.
The DTM failed to provide device set parameters. The device DTM may not support the interfaces required to get device parameters.
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Failed to prepare releasing of communication. Device system tag is XXX.
Closure of communication interfaces failed.

Cannot prepare releasing of communication. Communication timeout. Device tag is XXX. Communication device tag is XXX.
Closure of communication failed. This error may be caused by insufficient resources or a prior error.
Prepare to release failed. Device tag is XXX.
Release of communication failed. Device tag is XXX.
Prepare to delete device failed. Device tag is XXX.
Invalid device connection. The device handle is pointing to invalid DTM connection.
This is an internal error. Stop the device scan service and restart it.
Cannot send upload request. Upload request failed. Device system tag is XXX.
A communication error occurred while reading parameters from the device. Check connectivity with the device.
Failed to complete the upload request. Communication timeout. Device system tag is XXX.
Unable to retrieve device parameters. Device system tag is XXX.
Unable to set device parameters. Device system tag is XXX.
A communication error occurred while writing parameters to the device. Check connectivity with the device.
Cannot send download request. Download request failed. Device system tag is XXX.
Failed to complete the download request. Communication timeout. Device system tag is XXX.
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Cannot get Online diagnosis interface from DTM. Device system tag is XXX
The DTM failed to provide device status interface. The device DTM may not support the interfaces required to get device status.
Unable to get the status of device. Device system tag is XXX.
Cannot open device. There is already opened device with same system tag. Device system tag is XXX.
The same device is being opened more than once. There may be multiple device scanners accessing the device. Check the configuration.
Could not communicate with the device as the Device DTM XXX failed to respond.
The same device is being accessed by FDT frame application and Extended frame services.
Unable to read ECB Configuration for <ECB Block name>.
This error message is displayed when EFS tries to scan an FBM ECB and the CP containing the ECB is not present on the network. If this message is displayed, acknowledge each dialog box (one per ECB); or make the CP with these ECBs available.
Configuring the Log Settings for EFS Components

Following components of EFS are capable of generating trace/log files that can be used for advanced troubleshooting and debugging. EFSObject FBM Passthru Communication DTMs Device Access component. The settings for generating these trace/log files are configurable through an INI file. EFS installation places EFSSettings.ini in the bin folder of the EFS installation folder. Below are the contents of the INI file on a workstation where EFS was installed in the default installation directory (C:Program Files\Invensys\FDM_EFS).
[EFSObject] Count=1 EFSloglevel=0 LogfilePath="C:\Program Files\Invensys\FDM_EFS\log" [FBMCommunicationDTMs] loglevel=0x00000
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LogfilePath="C:\Program Files\Invensys\FDM_EFS\log" [DeviceAccess] LogDetails=1 LogDTMEvents=1 LogErrors=1 LogFDTEvents=1 LogfilePath="C:\Program Files\Invensys\FDM_EFS\log" LogInfo=1 LogWarnings=1 MaxLogFileSize=19000 UploadCheck=1 UseLog=0 UseMultipleLogFiles=0 [PTAPI] Count=5
Names enclosed in the square brackets specify the application name and entries below the application are the settings corresponding to that application. Following are descriptions of the configurable settings provided for each component or application.
EFSObject
Count - can take an unsigned integer value and specifies the maximum number of EFSObject log files that can be generated at a particular time. EFSloglevel can be either 0 or 1. If the value is 0 then EFSObject component does not generate the log. If the value is 1, it generates the log. LogfilePath takes string specifying the path of a folder in which the EFSObject shall generate log files.
FBM Passthru Communication DTMs

loglevel this is an hex number that can take a value of 0x00000 or 0xfffff. If the value is 0x00000 then FBM Passthru Communication DTM components doesnt generate the log. If the value is 0xfffff then they generate the log. LogfilePath takes string specifying the path of a folder in which the FBM Passthru Communication DTM components shall generate log files.
Device Access
LogDetails Is the setting indicating if the detailed log shall be enabled or not. If the value is 0 (zero) then details logging shall be disabled and if the value is 1 (one) detailed logging shall be enabled. LogDTMEvents Is the setting indicating if the DTM Events logging shall be enabled or not. If the value is 0 (zero) then DTM Events logging shall be disabled and if the value is 1 (one) DTM Events logging shall be enabled.
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LogErrors Is the setting indicating if the Error logging shall be enabled or not. If the value is 0 (zero) then error logging shall be disabled and if the value is 1 (one) error logging shall be enabled. LogFDTEvents Is the setting indicating if the FDT events logging shall be enabled or not. If the value is 0 (zero) then FDT events logging shall be disabled and if the value is 1 (one) FDT events logging shall be enabled. LogfilePath Is the setting that shall indicate the path to a folder where the trace/log files shall be generated. Device access log files shall get generated in the path specified in this setting. LogInfo This setting indicates if the information logging shall be enabled or not. If the value is 0 (zero) then information logging shall be disabled and if the value is 1 (one) information logging shall be enabled. LogWarnings Is the setting indicating if the warning error logging shall be enabled or not. If the value is 0 (zero) then warning error logging shall be disabled and if the value is 1 (one) warning error logging shall be enabled. MaxLogFileSize Is the setting indicating the maximum file size to which the device access log can grow. After reaching the maximum size the file shall be truncated. UploadCheck This setting specifies how EFS should work after Upload is complete during device scan as follows: 0 = After the Upload is complete and successful EFS should update the device parameters and update time in to database. If the upload fails, device parameters and update time are not updated in the database. 1 = After the Upload is complete irrespective of the completion status, that is, success or failure, EFS updates the device parameters and the update time in database. UseMultipleLogFiles This setting specifies whether to continue logging to a different file if the current file has exceeded the size specified in MaxLogFileSize. 1 = If the current log file reaches MaxLogFileSize, EFS continues logging but to a newly created file. UseLog Is the setting that indicates if the trace/log is enabled or not. This is a kind of master key for all other log settings. If the value of this is 0 (zero) then log files shall not be generated. If the value is 1 then log files shall get generated.
Configuring the Retry Count for Global Find of a CP from PT_API

In case of heavy network load, PT_API provides a retry count mechanism for sending global find messages. This count is defaulted to 5. However, this can be configured based on the network size. To configure the retry count for global find messages of CP: 1. Open the EFSSettings.ini file in located in bin folder of the EFS installation folder in Notepad or WordPad. 2. Locate the section corresponding to PTAPI. 3. Modify the value against the count key to the desired value.
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4. Save and close the INI file.
Reading Device Parameters of the EFS Database

Case 1: Microsoft SQL Server 2008
To read device parameters if the EFS database is configured using SQL Server 2008: 1. Create a text file on the desktop (for example, SQL_XML_DB.txt). 2. Open the SQL Management Studio, connect to the SQL Server and navigate to Databases\EFSDB\Tables\Devices. 3. Right-click the Devices table and choose Select Top 1000 Rows from the context menu. 4. Find the row with the device you are accessing, and go to the DeviceParameters column. 5. Place the cursor in the cell (for the required device parameters) and choose Copy from the context menu when the entire contents have been selected.
NOTE
It may take a while the entire contents of the cell to be selected. After you have selected the contents, wait until the context menu appears with the Copy command. 6. Open the text file (SQL_XML_DB.txt) that you created on the desktop. 7. Paste the parameters into the file, and begin your analysis. The pasted text will be in XML format.
Case 2: Microsoft Access

To read device parameters if the EFS database is a Microsoft Access database: 1. Open the EFS database using Microsoft Access. 2. Open the Devices table. 3. Find the row with the device you are accessing and go to the DeviceParameters column. 4. Place the cursor in the column and Select/Copy the contents. 5. Open Notepad.exe. 6. Paste the copied parameters into the file and examine the data. The pasted text appears in XML format.
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Restoring the Database in SQL Server 2008

NOTE
The EFS instance in the example in the following instruction was installed to the default location: C:\Program Files\Invensys\FDM_EFS\log. If the software was installed in an I/A Series workstation, the installation folder would be D:\Invensys\FDM_EFS\log. To restore the database from an SQL Server 2008 backup: 1. Open Microsoft SQL Server Management Studio and connect to the server (Figure A-1).
Figure A-1. Microsoft SQL Server Management Studio - Restore Database
2. Right-click Databases in the Object Explorer and choose Restore Database from the context menu to open the Restore Database window (Figure A-2).
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Figure A-2. Restore Database Window
3. Select EFSDB in the pull-down menu in the To Database field, check the radio button button to the right to open the Specify for From Device and then click the Backup dialog box (Figure A-3).
Figure A-3. Specify Backup Dialog Box
4. Select File in the pull-down menu for Backup media and click Add.
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The Locate Backup File dialog box is displayed (Figure A-4).
Figure A-4. Locate Backup File Dialog Box
5. Select All Files (*) in the pull-down menu in the Files of type field, select the backup file (EFS_BACKUP in Figure A-4) and click OK to add the file to Backup location list in the Specify Backup dialog box (Figure A-5).
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Figure A-5. Backup Location Listed
6. Click OK to return to the Restore Database window (Figure A-6). 7. Check the Restore checkbox in the box labeled Select backup sets to restore.
Figure A-6. Restore Checkbox
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8. Click Options in the Select a page pane on the left, and check the Overwrite the existing database checkbox (Figure A-7).
Figure A-7. Restore Options and Standby File
9. Check the first option under Recovery state:

Leave the database ready to use...(RESTORE WITH RECOVERY)
10. Modify the paths for EFSDB_Data and EFDB_Log under Restore the database file as to the path of the Database folder in the EFS installation folder (Figure A-8). For example, if EFS is installed in the path D:\Invensys\FDM_EFS, the path for the database folder is D:\Invensys\FDM_EFS\Database. a. Modify the path for EFSDB_Data as
D:\Invensys\FDM_EFS\Database\EFSDB.MDF
b. Modify the path for EFSDB_Log as:

D:\Invensys\FDM_EFS\Database\EFSDB_1.LDF
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Figure A-8. Restore State and Modified Paths
11.
Click OK. A popup messages indicates that you have successfully restored the SQL Server 2008 EFS database (Figure A-9).
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Figure A-9. EFSDB Restored Successfully
NOTE
While upgrading the database from SQL 2000 to SQL 2008 on the same system, the following query (EXEC Sp_dropuser efsobj) need not be executed. 12. Navigate to Databases > EFSDB in the Object Explorer, right-click EFSDB and choose New Query from the context menu (Figure A-10).
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Figure A-10. Opening a New Query
13. Type EXEC Sp_dropuser efsobj as shown in the Figure A-11 and click the Execute command. Command(s) completed successfully should be displayed in the Messages frame (below the query frame) as shown in Figure A-11.
Figure A-11. Query Successfully Executed
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14. Expand Databases > EFSDB > Security > Logins in the Object Explorer, rightclick Logins and choose New Login from the context menu to open Login Properties window to the General Page (Figure A-12).
Figure A-12. Login Properties Window, General Page
15. Enter efsobj in the Name field, click the radio button for SQL Server Authentication and enter fox$FDT12 in Password and Confirm password. 16. Uncheck the Enforce password expiration option. 17. Use the pull-down lists to select EFSDB for the Defaults database and <Default> for Default language. 18. Select the User Mapping page (Figure A-13) and click the checkbox for EFSDB under Users mapped to this login to specify which databases can be accessed by this login.
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Figure A-13. Login Properties Window, User Mapping Page
19. Select the following checkboxes in the list box labeled Database role membership for: ESFDB:
db_datareader db_datawriter
(selected by default). 20. Click on OK. 21. Set the DSN for the restored database. See Set the DSN for the Microsoft SQL Server Database on page 103 for detailed instructions.
public
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Appendix B. Upgrading to PACTware 4.0 and EFS 2.3

This appendix describes the steps involved in upgrading PACTware and EFS software. The next appendix covers migration of an EFS database from Microsoft Access to a Microsoft SQL Server 2008. Upgrading to the software described in this document may involve backing up PACTware projects and EFS databases, removing the current software, installing PACTware 4.0, Extended Frame Services and related DTMs, and setting up the EFS database. Two scenarios are discussed in this appendix based on your current application: Maintenance Only You are using PACTware for device configuration, diagnostics and maintenance. You have installed EFS 2.2 for the FBM Communication DTMs (Passthru DTMs). You are not using EFS 2.2 with Invensys Condition Monitoring to scan the devices for asset management information. Maintenance and Asset Management You are using EFS 2.2 to scan the devices for asset management information and pass that information via Invensys Condition Monitoring to Avantis.Pro. See Appendix C Database Migration if you are also migrating the EFS database from Microsoft Access to Microsoft SQL Server 2008.
Maintenance Only Applications

This section describes the procedure for upgrading from PACTware 3.6 SP1 to PACTware 4.0. To upgrade the software: 1. Save your PACTware 3.6 SP1 projects on a safe media. 2. Use the Add or Remove Programs applet in the Control Panel to remove the following software: PACTware 3.6 SP1 Generic HART DTM Release 3 HART Communication DTM 1.0.25 Extended Frame Services 2.2 3. Install PACTware 4.0 and HART Comm DTM 1.0.39 from Application CD (p/n K0201AV), as described in Install PACTware on page 11. 4. Install the FDT components from the FDT Device Manager Components V2.3 (EFS V2.3) CD (p/n K0201AX), as discussed in Install EFS and HART/FoxCom Device Manager on page 25. Select Passthru DTMs and Documentation on the wizard Select Features page (Figure B-1), but not Extended Frame Services 2.3.
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Click OK in the Configure EFS Database dialog box to accept the default database selection, Microsoft Access Database.
Figure B-1. Choices for Maintenance Only Applications
5. Start PACTware 4.0 and update the PACTware Device Catalog, as described in Initialize PACTware V4.0 Device Catalog on page 45.
Converting PACTware Projects

Do the following for each PACTware project: 1. Open the project to convert the file to a V4.0 project, and then save the converted project to a new folder for PACTware 4.0 projects. 2. Double-click an FBM Communication DTM to open the Parameter dialog box. 3. Click Browse to open the Network Object Selection dialog box (Figure B-2) and click All in the Refresh database group.
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Figure B-2. EFS Displaying I/A Series Hierarchy
4. For each device in the project: a. Connect the parent FBM Communication DTM and the device DTM. b. Perform a Load from Device and save the DTM. c. Disconnect device DTM. See Configuring the Device on page 65 for information on connecting to the device and uploading device parameters. 5. Save and close the PACTware project.
Maintenance and Asset Management Applications

This section describes the upgrade procedures if you are currently using EFS 2.2 for device scanning, and you want to upgrade to EFS 2.3 and PACTware 4.0.
NOTE
Extended Frame Services 2.3 requires PACTware 4.0 for configuration. To upgrade the software: 1. Save your PACTware 3.6 SP1 projects on a safe media. 2. Ensure that the EFS Scanner service (DevScan) is stopped. See Managing the Scan Service on page 120 for information on stopping the service (Figure B-3).
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Figure B-3. Ensure that the DevScan Service is Stopped
3. Back up the EFS database. For a Microsoft Access database, make a copy of FDMEFSAccessDatabase.mdb and move it to safe media. For Microsoft SQL Server, use the standard SQL Server backup procedure. 4. Use the Add or Remove Programs applet in the Control Panel to remove the following software: PACTware 3.6 SP1 Generic HART DTM Release 3 HART Communication DTM 1.0.25 Extended Frame Services 2.2 5. Install PACTware 4.0, the Generic HART DTM Release 4.0 and the HART Comm DTM 1.0.25, as described in Install PACTware on page 11. 6. Install the FDT components from the FDT Device Manager Components V2.3 (EFS V2.3) CD (p/n K0201AX), as discussed in Install EFS and HART/FoxCom Device Manager on page 25. Select all three components on the Select Features page in installation wizard (Figure B-1). Select the database application in the Configure EFS Database dialog box. Microsoft SQL Server 2008 is the recommended database. See Appendix C Database Migration if you plan to migrate from Microsoft Access to Microsoft SQL 2008.
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Figure B-4. Selecting the Product Features
7. Start PACTware 4.0 and update PACTware Device Catalog, as described in Initialize PACTware V4.0 Device Catalog on page 45.
Converting PACTware Projects

Do the following for each PACTware project: 1. Open the project to convert the file to a V4.0 project, and then save the converted project to a new folder for PACTware 4.0 projects. 2. Do the following if the EFS database is a Microsoft Access database: a. Double-click an FBM Communication DTM to open the Parameter dialog box. b. Click Browse to open the Network Object Selection dialog box (Figure B-2) and click All in the Refresh database group.
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Figure B-5. EFS Displaying I/A Series Hierarchy
NOTE
Refreshing the database is unnecessary if the EFS database is a Microsoft SQL Server 2008 database. 3. For each device in the project: a. Connect the parent FBM Communication DTM and the device DTM. b. Perform a Load from Device and save the DTM c. Disconnect device DTM. See Configuring the Device on page 65 for information on connecting to the device and uploading device parameters. 4. Export the project to EFS if the EFS database is Microsoft Access. This step is not necessary if the database is Microsoft SQL Server 2008. 5. Save and close the PACTware project.
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Appendix C. Database Migration

This appendix describes the procedure for migrating an EFS database from Microsoft Access to a Microsoft SQL Server 2008, and for migrating a database from a previous EFS version to EFS 2.3.
Migration to Microsoft SQL Server 2008

The EFS installation uses an Access database. For robust operation of large scale systems, it is recommended that you switch to Microsoft SQL. This section provides the information on migrating an existing EFS Access database to the Microsoft SQL database. It is presumed that the SQL Server 2008 has already been installed and correctly configured.
NOTE
If you are upgrading the Microsoft SQL software from SQL Server 2000/2005 to SQL Server 2008 and you want to migrate the EFS data on the same system from SQL Server 2000 to Server SQL 2008, select Analysis services as a mandatory option while installing SQL Server 2008.
NOTE
To convert the EFS database from Access to SQL Server 2008, you must have administrator privileges on the system as well as administrative privileges for the SQL 2008 database. The following steps are to be executed to create SQL Server 2008 EFS database from an Access EFS database: Create a new SQL Server database as described in Create the New Database on page 98.
Perform Setting Options on EFS Database on page 102. Import from the Access Database on page 189 Set the Primary Key for the Database Tables on page 197 Set Default Values for the CommunicationDevices Table on page 202.
Import from the Access Database

To import the EFS Access database, proceed as follows: 1. Right-click Databases\EFSDB in the SQL Management Studio navigation tree and choose Tasks -> Import Data from the context menu to start the SQL Server Import and Export Wizard (Figure C-1).
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Figure C-1. SQL Server Import and Export Wizard Dialog Box
2. Click Next on the first page (Figure C-1) to move to the Choose a Data Source page (Figure C-2)
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Figure C-2. Choose a Data Source Page
Do the following: a. Choose Microsoft Access from Data source pull-down list. b. Click the File name Browse button to browse for and select the EFS database:
D:\Invensys\FDM_EFS\Database\EFSEFSAccessDatabase.mdb
This path may vary based on where EFS is installed. c. Leave the Username and Password fields blank. d. Click Next. The wizard displays the Choose a Destination page (Figure C-3).
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Figure C-3. Choose a Destination Page
3. Make the following selections on the Choose a Destination page (Figure C-3): a. Use the Destination pull-down list to select Microsoft OLE DB Provider for SQL Server if it is not already selected. b. Select the database server from the Server pull-down list. If the SQL Server database resides in the same system, select either (local) or the database name as your server. If the SQL Server database does not reside in the same system, browse for the Server name. c. Accept the default selection of Use Windows Authentication. d. Select EFSDB (the new database created) from the Database pull-down list. e. Click Next to move to the Specify Table Copy or Query page (Figure C-4).
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Figure C-4. Specify Table Copy or Query Page
4. Accept the default option (Copy data from one or more tables or views) and click Next to move to the next wizard page to select the tables and views to be copied (Figure C-5).
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Figure C-5. Select Source Tables and Views Page
5. Check the Source check box on the Select Source Tables and Views page to select all three tables and then click Next. The wizard displays the Save and Execute Package page (Figure C-6).
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Figure C-6. Save and Execute Package Page
6. Accept the default selections and click Next to move to the SQL Server Import and Export Wizard (Figure C-7).
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Figure C-7. SQL Server Import and Export Wizard
7. Click Finish to launch the import. The next wizard displays progress of the import tasks (Figure C-8).
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Figure C-8. Final Wizard Page Indicates the Import Was a Success
8. Click Close when the wizard indicates that the import was successful to close the SQL Server Import and Export Wizard.
Set the Primary Key for the Database Tables

Once the EFS Access database has been imported, the next task is to set the Primary Key for the database tables, as follows: 1. Select Tools -> Options from the tool bar on Microsoft SQL Server management Studio. Select Designers and uncheck the Prevent saving changes that requires table re-creation check-box (Figure C-9) in the Options dialog box and click OK.
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Figure C-9. Option Dialog Box in SQL Server Management Studio
2. In the Microsoft SQL Server Management Studio navigation pane, expand Databases -> EFSDB -> Tables to list all the tables of EFS database in the pane to the right (Figure C-10). The tables of interest for EFS are CommunicationDevices, Devices and FBMInfoTable.
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Figure C-10. Tables Summary Tab
3. Right-click the CommunicationDevices table and choose Design from the context menu to open the table in the Design view (Figure C-11).
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Figure C-11. Tables Design View
4. Right-click the SystemTag field in the Design view and choose Set Primary Key from the context menu (Figure C-12). Then select SystemTag.
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Figure C-12. Setting the Primary Key
5. Save and close the table to return to the Summary tab for Tables (Figure C-11 above). 6. Use the procedure described in steps 3, 4 and 5 to set SystemTag as the Primary Key for the Devices table and to set SoftwareType as the Primary Key for the FBMInfoTable table. 7. In the Microsoft SQL Server Management Studio, select Tools -> Options from the tool bar. Select Designers and check the Prevent saving changes that requires table re-creation checkbox in the Options dialog box (Figure C-13), and then click OK.
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Figure C-13. Option Dialog Box in SQL Server Management Studio (Checking)
Set Default Values for the CommunicationDevices Table

The next step is to set default values for various fields in the CommunicationDevices table, by doing the following: 1. Go to the Databases > EFSDB > Tables if the Summary tab for Tables is not already displayed in Microsoft SQL Server Management Studio. 2. Right-click the CommunicationDevices table and choose Design from the context menu to open the table in the Design view (Figure C-10 above). 3. Select FBMTypeSoftware field to display the columns properties in a table below the list (Figure C-14).
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Figure C-14. FBMTypeSoftware Column Properties
4. Enter 0 in the Default Value field (Figure C-14). 5. Select Channel in the list of columns to display its properties and set the Default Value field to 0 (Figure C-15).
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Figure C-15. Channel Column Properties
6. Save and close the Design view of CommunicationDevices table.
Migrating Databases from Previous Versions to EFS 2.3

This section describes procedures for handling the EFS database when upgrading to EFS 2.3 from a previous version, but not changing the database software from Microsoft Access to Microsoft SQL Server 2008. There are two separate procedures: one when the database application is Microsoft SQL Server, the other when the database application is Microsoft Access. Before proceeding with migration, please carefully read and understand the following constraints and restrictions that come with the procedures described in this section: 1. Database migration from EFS 1.1 to EFS 2.3 is not allowed if the EFS 1.1 database contains any non I/A Series configurations because of the following difference in the way non I/A Series devices are tagged: EFS 2.3 supports naming of non I/A Series device tags to uniquely identify the devices.
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EFS 1.1 uses integers to identify non I/A Series devices and the integer device tags are not supported in EFS 2.3. 2. If a DTM version of a device in the previous version of the EFS database is at a lower level than the desired device firmware, that DTM may not support device calibration or device maintenance. This case might arise due to the upgrading of a device or a DTM package. 3. The EFS database depends not only on ECB information (in case of an I/A Series configuration) or device tag information (in case of a non I/A Series configuration) but also on the DTM package. If the DTM package does not have backward compatibility to an older version, the DTM information contained in the previous version of EFS database must be synchronized with that of the package installed on the system in order to run EFS scans.
Migration Procedure When the Database is SQL Server

Use the following procedure when the previous database used SQL Server: 1. Back up the EFSDB database from SQL Server. Uninstall the previous version of EFS (V1.1, V2.0,V2.1 or V2.2). Restore the backed-up EFSDB database. Install EFS V2.3 selecting Microsoft SQL Server 2008 as the database. Click the Start button in the Task Bar and choose Control Panel > Add or Remove Programs from the pop-up menu to open the Add or Remove Programs applet. 6. Select Extended Frame Services 2.3 in the applet and click Change/Remove. 7. Click the Modify button on the InstallShield Wizard page and proceed with the installation, choosing Microsoft SQL Server Database as the EFS Database and providing the SQL Server name, sa login/username (sa) and password as the password for the sa user during SQL Server 2008 installation. The wizard displays the 100 Series migration option selection page (Figure C-16). 2. 3. 4. 5.
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Figure C-16. Selecting 100 Series Migration
8. Select the option Migrate 100 series FBMs and click Next if the 100 series FBMs are to be migrated to corresponding new 200 series FBMs in EFS database, or click Next to proceed without selecting the option. Selecting the Migrate 100 series FBMs option migrates the 100 Series FBMs to new 200 Series FBMs. A partial list of these mappings is listed in Table C-1.
Table C-1. Migration to 200 Series FBMs (Partial)
100 Series FBM FBM18 FBM39 FBM43 FBM44 FBM46
200 Series Upgrade FBM243 FBM243b FBM243 FBM243b FBM246b
The full list of 200 Series FBM replacements for 100 Series FBMs is available in 100 Series Fieldbus Module Upgrade User's Guide (B0700BQ). 9. Continue with the installation to finish migration.
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NOTE
Steps to backup EFSDB from the SQL Server and restore the database are optional if the same station with SQL server installation will be used as database server for EFS 2.3.
Migration Procedure When the Database is Microsoft Access

Use the following procedure when the previous database used Microsoft Access: 1. Make a backup copy of the FDMEFSAccessDatabase.mdb file in Database folder of the EFS Installation directory. 2. Uninstall the previous version of EFS (V1.1, V2.0, V2.1, V2.2). 3. Install EFS2.3 selecting Microsoft Access as the database. 4. Replace the FDMEFSAccessDatabase.mdb file in Database folder of EFS Installation directory with the backup file. 5. Click the Start button in the Task Bar and choose Control Panel > Add or Remove Programs from the pop-up menu to open the Add or Remove Programs applet. 6. Select Extended Frame Services 2.3 in the applet and click Change/Remove. 7. Click the Modify button on the InstallShield Wizard page and proceed with the installation, choosing Microsoft SQL Server Database as the EFS Database. The wizard displays 100 Series migration option selection page (Figure C-16 in the previous section). 8. Select the option Migrate 100 series FBMs and click Next if the 100 series FBMs are to be migrated to corresponding new 200 series FBMs in EFS database, or click Next to proceed without selecting the option. Selecting the Migrate 100 series FBMs option migrates the 100 Series FBMs to new 200 Series FBMs per the mapping in Table C-1 in the previous section. 9. Continue with the installation to finish migration.
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Appendix D. Choosing a Proper DTM for a Field Device

This appendix describes how to choose a proper DTM for a field device. To choose the proper DTM for a field device, proceed as follows: 1. Record the Device Revision from the appropriate label on the field device.
NOTE
This procedure uses the Metso ND9100H Valve Positioner as the device listed in all the examples and figures. The Device Revision for this device will be Rev. 2. 2. Physically connect the field device to its associated FBM/Multiplexer/Modem.
NOTE
In this procedure, all examples assume that the device (the Valve Positioner listed above) is connected to an FBM. 3. Do one of the following to start the PACTware Frame Application: Double-click the PACTware desktop icon ( ). Click the Start button and choose PACTware 4.0 > PACTware 4.0 from the popup menu.
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4. Configure Communication DTM/DTMs corresponding to the one used. In the example shown in Figure D-1, the device is being connected to a HART FBM Communication DTM.
Figure D-1. Configure Communication DTM
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5. In PACTWare, select the appropriate device catalog for your device. In the example shown in Figure D-2, this is the Metso Automation in the Device catalog. PACTWare displays the entire device DTMs corresponding to Metso devices.
Figure D-2. Listing DTMs for a Vendor in the Device Catalog
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6. Select the appropriate revision for your device in the Device catalog. In the example shown in Figure D-3, to match the device revision for the Metso ND9100H Valve Positioner (Rev. 2), DTM ND9100H V2.2 should be selected. If device revision is not available on any label on the field device, select the DTM with earliest revision. In the example shown in Figure D-3, this would be ND9100H V1.1.
Figure D-3. Choosing Device DTM to Print Online Parameterization
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7. Add the selected DTM under the field devices associated FBM/Multiplexer/Modem; in the example shown in Figure D-4, that is the FBM Communication DTM. While adding this DTM, select proper channel on which device is connected, as shown in Figure D-5.
Figure D-4. Adding Device DTM to Proper Channel
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Figure D-5. Device DTM Added Under Communication DTM
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8. Right-click on the Device DTM and select Connect as shown in Figure D-6. Wait for the DTM to go online, as shown in Figure D-7.
Figure D-6. Putting the Device Online
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Figure D-7. Device Online
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9. Right-click on the Device DTM and select Print -> Online Parameterization as shown in Figure D-8.
Figure D-8. Choosing Print Online Parameterization
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10. The Device DTM starts uploading the parameters. Wait until the upload is complete and you see printed material in the right pane as shown in Figure D-9.
Figure D-9. Showing Online Parameterization
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11. In the right pane, move the scroll bar to locate where the Fld Dev Rev and Software Rev fields are printed and record these values. In the example shown in Figure D-10, the Fld Dev Rev value is 2, matching the Device revision on the label of the field device. Also in this example, the value of Software Rev is 153.
Figure D-10. Online Parameterization Showing Fld Dev Rev and Software Rev
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12. Return to the Device Catalog and open the DTM list for the field device. In the example shown in Figure D-11, this is Metso Automation devices.
Figure D-11. Selecting Correct DTM From List of DTMs for a Vendor
For this example, in the available list of DTMs for ND9100H device, choose the DTMs whose major revision matches with the value of Fld Dev Rev value. In this example, the Fld Dev Rev value is 2 and there is only one DTM whose major revision is 2; i.e. ND9100H V2.2. If there are multiple DTMs whose major revision matches Fld Dev Rev value, select the DTM whose minor revision is much closer to the value of the Software Rev field.
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Invensys Operations Management 5601 Granite Parkway Suite 1000 Plano, TX 75024 United States of America http://www.iom.invensys.com
Global Customer Support Inside U.S.: 1-866-746-6477 Outside U.S.: 1-508-549-2424 or contact your local Invensys representative. Website: http://support.ips.invensys.com

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I/A Series System

Extended Frame Services 2.3 and I/A Series Communication DTMs

B0400EF Rev H November 30, 2011

Errors from the Device Access EFS Component .................................................................... 162

Who Should Read This Book

What You Should Know

Added this appendix.

Database Migration and Software Upgrades

100 Series FBM Migration

1. Extended Frame Services 2.3

1. Extended Frame Services 2.3

Using Vendor Device DTMs with EFS

PACTware Frame Application

1. Extended Frame Services 2.3

Configuration of Off-platform Devices

Extended Frame Services 2.3

1. Extended Frame Services 2.3

Valid Configurations for EFS 2.3 On-Platform Configuration

1. Extended Frame Services 2.3

1. Extended Frame Services 2.3

Figure 1-2. EFS Configuration with EFS Server on Platform

1. Extended Frame Services 2.3

EFS Hardware and Software Requirements

Invensys Condition Monitoring and Avantis.Pro

1. Extended Frame Services 2.3

Before you Begin

Database Migration and Software Upgrades

100 Series FBM Migration

100 Series FBM FBM18 FBM39 FBM43 FBM44 FBM46

200 Series Upgrade FBM243 FBM243b FBM243 FBM243b FBM246b

Install Microsoft .NET Framework 2.0

Figure 2-1. Welcome Wizard

Figure 2-2. License Agreement

Install PACTware 4.0.6

Figure 2-3. Choose Setup Language Dialog Box

Figure 2-4. Welcome Page

Figure 2-5. PACTware License Agreement

Figure 2-6. Customer Information Page

Figure 2-7. Setup Type Page

Figure 2-8. Choose Destination Location

Figure 2-9. Changing the Installation Folder

Figure 2-10. Reviewing the Setup

Figure 2-11. Setup Status Page

11. Click Finish to complete the installation (Figure 2-12).

Figure 2-12. Installation Complete Wizard

Installing the HART Communication DTM

Figure 2-13. Generic HART DTM Welcome Page

Figure 2-14. HART DTM License Agreement

Figure 2-16. Ready to Install

Figure 2-17. Installation Progress

Figure 2-18. Completing the Generic HART DTM Installation

Install EFS and HART/FoxCom Device Manager

Install Microsoft .NET Framework 4.0

Figure 2-19. .NET Framework 4 Setup

Figure 2-20. .NET Framework 4 Installation Progress

4. Click Finish to complete the installation (Figure 2-21).

Figure 2-21. .NET Framework 4 Installation Complete

Install EFS and HART/FoxCom Communication Device Type Managers

Figure 2-22. Loading the Installation Program for FDT Components

Figure 2-23. EFS License Agreement Page