PlantPAx: Field Device Interface and Asset

Management Lab
FOUNDATION FIELDBUS VERSION
 Important User Information
This documentation, whether, illustrative, printed, ―online‖ or electronic (hereinafter ―Documentation‖) is intended for use only as
a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation
should only be used as a learning tool by qualified professionals.

The variety of uses for the hardware, software and firmware (hereinafter ―Products‖) described in this Documentation, mandates
that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been
taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable
laws, regulations, codes and standards in addition to any applicable technical documents.

In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter ―Rockwell Automation‖) be
responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in
this Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on the
alleged use of, or reliance on, this Documentation.

No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software
described in the Documentation.

Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for:
• properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation
or third-party provided instructions, warnings, recommendations and documentation;
• ensuring that only properly trained personnel use, operate and maintain the Products at all times;
• staying informed of all Product updates and alerts and implementing all updates and fixes; and
• all other factors affecting the Products that are outside of the direct control of Rockwell Automation.

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is
prohibited.

Throughout this manual we use the following notes to make you aware of safety considerations:

Identifies information about practices or circumstances

that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.

Identifies information that is critical for successful application and understanding of the product.

Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you:
• identify a hazard
• avoid a hazard
• recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.
PlantPAx: Field Device Interface and Asset
Management Lab (FF VERSION)

Contents

About this Hands-On Lab ........................................................................................................................... 6

What you will accomplish in this lab .............................................................................................................. 6

Who should complete this lab ....................................................................................................................... 6

Document conventions .................................................................................................................................. 7

Lab backdrop ................................................................................................................................................ 8

Tools & prerequisites ................................................................................................................................. 9

Classroom setup ......................................................................................................................................... 9

Software ........................................................................................................................................................ 9

Hardware ..................................................................................................................................................... 10

Lab files ....................................................................................................................................................... 10

User and Passwords ................................................................................................................................... 10

What is the 1788-EN2FFR FOUNDATION Fieldbus Linking Device? ................................................... 11

Introduction to FF ..................................................................................................................................... 12
Communication basics ................................................................................................................................ 12

FF Preferred Integration ........................................................................................................................... 13

Configure ControlLogix ............................................................................................................................... 13

Configure Add-on Instructions to Exchange Data to the HMI .............................................................. 28

Setting up the RSLogix 5000 Project ...................................................................................................... 29

Adding a new Function Block Routine ........................................................................................................ 29

Page 3 of 99
P_AIN_FF AOI ............................................................................................................................................ 34

Configure the Faceplate AOIs (P_AIN_FFR) .............................................................................................. 34

Review HMI display and Faceplate .......................................................................................................... 48

What is FactoryTalk AssetCentre? .......................................................................................................... 54

Process Device Configuration ..................................................................................................................... 54

Calibration Management ............................................................................................................................. 55

Why Add-on Instructions and pre-designed faceplates? ............................................................................ 55

Launching FactoryTalk AssetCentre ...................................................................................................... 56

What is Process Device Configuration? ................................................................................................. 58

Introduction to FDT-DTM ............................................................................................................................ 58

What is Field Device Tool (FDT)? ............................................................................................................... 58

Here‟s how it works ..................................................................................................................................... 58

DTMs and Network Topology...................................................................................................................... 59

Configure DTM Networks ......................................................................................................................... 60

Add Hiprom EtherNetIP DTM ...................................................................................................................... 61

Add a Process Device to the Asset Tree ................................................................................................ 66

Enter Design Mode ..................................................................................................................................... 66

Create a container ....................................................................................................................................... 67

Add Instrument ............................................................................................................................................ 68

Exit Design Mode ........................................................................................................................................ 71

DTM View ................................................................................................................................................... 72

View Instrument Status and Configuration .................................................................................................. 74

What is Calibration Management? .......................................................................................................... 76

ProCalV5 Interface Walk-through ............................................................................................................ 76

Create a Calibration link .............................................................................................................................. 76

Link FactoryTalk AssetCentre device to ProCalV5 ..................................................................................... 77

Exit Design Mode ........................................................................................................................................ 79

Master Instrument Record ........................................................................................................................... 80

Page 4 of 99
Master Instrument Record (MIR) ............................................................................................................. 81
General Info Tab ......................................................................................................................................... 83

Calibration Points Tab ................................................................................................................................. 85

Perform a Mock Calibration ..................................................................................................................... 90

New Calibration ........................................................................................................................................... 90

Enter Calibration Results ............................................................................................................................ 91

Calibration Results ...................................................................................................................................... 93

Modify Calibration Frequency ..................................................................................................................... 97

Conclusion ................................................................................................................................................. 99

Page 5 of 99
About this Hands-On Lab

Welcome to the PlantPAx device interface and asset management Hands-On Lab! This session provides
you with an opportunity to explore FactoryTalk AssetCentre capabilities related to process control
applications and including smart instrument information on the operator console or Human Machine
Interface (HMI). Process capabilities such as configuring an instrument, setting up an instrument
calibration system and displaying Foundation Fieldbus (FF) data in the HMI will be shown in this lab.
The following sections explain what you‟ll be doing in this lab session, and what you will need to do to
complete the hands-on exercises.

What you will accomplish in this lab

As you complete the exercises in this hands-on session, you will:

Configure instrument using PlantPAx

o Input instrument tagname

o Verify lower range value, upper range value, and units

Download instrument configuration to instruments and FF bridge using PlantPAx

Set-up controller configuration with PlantPAx

Download controller configuration with PlantPAx

Set-up a FF Faceplate with PlantPAx

View the FF instrument data with the PlantPAx HMI

View FF instrument configuration with PlantPAx Asset Management sorftware

Calibrate process instrumentation using PlantPAx

o View calibration reminders

o Create a Calibration Master Instrument Record

o Perform a mock calibration

o View Calibration results

o Create a calibration certificate

o Create a new frequency of calibration

Who should complete this lab

This hands-on lab is intended for individuals who build, operate or maintain process plants using smart
instruments.

Page 6 of 99
Document conventions
Throughout this workbook, we have used the following conventions to help guide you through the lab
materials.
This style or symbol: Indicates:
Words shown in bold italics (e.g., Any item or button that you must click on, or a menu
RSLogix 5000 or OK) name from which you must choose an option or
command. This will be an actual name of an item that
you see on your screen or in an example.

Words shown in bold italics, An item that you must type in the specified field. This is
enclosed in single quotes (e.g., information that you must supply based on your
'Controller1') application (e.g., a variable).
Note: When you type the text in the field, remember that
you do not need to type the quotes; simply type the words
that are contained within them (e.g., Controller1).

The text that appears inside of this gray box is

supplemental information regarding the lab materials, but
not information that is required reading in order for you to
complete the lab exercises. The text that follows this
symbol may provide you with helpful hints that can make
it easier for you to use this product. Most often, authors
use this “Tip Text” style for important information they
want their students to see.

Note: If the mouse button is not specified in the text, you should click on the left mouse button.

Page 7 of 99
Lab backdrop
In this lab you will be acting as a control system engineer in a process plant. The PlantPAx Asset
Management (FactoryTalk AssetCentre), PlantPAx Engineering (RSLogix 5000) and PlantPAx
Operations (FactoryTalk View Site Edition) components are already installed and running; you are
responsible for maintaining support for PlantPAx system in your plant.

Process production consists of a tank farm of raw materials from receiving, a couple of batch tanks and
holding tanks as shown below:

Page 8 of 99
Tools & prerequisites

For this Hands-On Lab, we have provided you with the following materials that will allow you to complete
the labs in this workbook.

Classroom setup

This lab is conducted using a VMWare Workstation virtual machine running on each PC. VMWare
Workstation is virtual machine software that allows you to emulate one or more PCs on your „host‟ PC.

Neither FactoryTalk AssetCentre or FactoryTalk View Supervisory Edition require a domain; this lab is
conducted in a Windows workgroup named WORKGROUP.

Software
This Hands-On Lab implements a VMWare Session running on the lab PC:

Microsoft Windows 2003 Server R2 with SP2

FactoryTalk AssetCentre v4.00.00

FactoryTalk AssetCentre Disaster Recovery for Rockwell Automation

FactoryTalk AssetCentre Calibration Management

Prime Technologies ProCalV5

FactoryTalk AssetCentre Process Device Configuration

FactoryTalk View SE v5.10

FactoryTalk Automation Services Platform (FTSP)

RSLinx Classic v2.59

RSLogix 5000 v20

VMWare Workstation v8.0

MSSQL 2005 SP2

Page 9 of 99
Hardware
This Hands-On Lab uses the HART demo kit that contains:

ControlLogix HART Demo

o 1756-ENBT Ethernet module - Slot 0 (IP 192.168.1.113)

o 1756-L63 ControlLogix PAC – Slot 1

Note: The HART card or HART instrument will not be used in this lab

EN2FFR Demo

o 1788-EN2FFR FF Linking Device – (IP 192.168.1.116)

o FF E+H CerabarS Pressure Transmitter.

Lab files
This Hands-On Lab uses the following files:

FF_Lab.ACD

User and Passwords

The following is the Windows user login and password that may be used in the lab:

Login Password Full user name Group / user type

Administrator Rockwell System Administrator Windows Administrator

FactoryTalk Administrators

FactoryTalk Security‟s single sign-on feature has been enabled for this lab. You will not be required to
log into FactoryTalk AssetCentre.

Page 10 of 99
What is the 1788-EN2FFR FOUNDATION Fieldbus Linking Device?

Hiprom‟s FOUNDATION Fieldbus Linking Device (1788-EN2FFR) extends the distributed process control
capability of Rockwell Automation's integrated architecture. With the 1788-EN2FFR, you have the
flexibility to do process control with any Logix processor while using the advanced capabilities of network-
based process instrumentation.

The 1788HP-EN2FFR provides a direct link between EtherNet/IP and FOUNDATION Fieldbus. Bridging
these networks facilitates information flow between the control layers. Transferred information can include
device configuration (such as setup, operation, and diagnostic data) and plant floor process information
(such as temperature and flow data).

Page 11 of 99
Introduction to FF

Most transmitters are available with an FF protocol interface. The type of data available is dependent on
the type of instrument. The digital data is transferred at 31.25 kbits/s and can be used to configure the
instrument and provide instrument values and diagnostic information. This data can be exchanged
between devices on the FF network or provided to a control system through the FF bridge.

An example application would be a smart mass flow meter. Using the FF network provides much more
additional process information without errors created while converting the signal. The FF configuration of
the flow meter could be set with PV as mass flow, SV as static pressure, TV as temperature, and FV as a
digital representation of the value directly. In addition to these additional process variables, device status
is also provided via FF.

This FF connectivity also allows remote configuration and troubleshooting of field devices using
FactoryTalk AssetCentre.

Communication basics
The FF protocol is widely accepted as the standard for pure digital communication with smart
(microprocessor-based) field devices. A digital signal is passed over a two-wire physical media.

Each H1 network can accommodate up to 16 field devices. The data is transferred through the FF linking
device to the PlantPAx controller via EtherNet/IP. A ControlNet version of the linking device is also
available.

Page 12 of 99
FF Preferred Integration

In this section of the lab you will review the Add-on Instructions to provide FF data to the PlantPAx HMI.
For our lab purposes, we are interested in adding a FF bridge to the IO tree and then providing the FF
data to the operator and maintenance workers.

Configure ControlLogix

1. The controller project files are located in the folder LAB_DOCS found on the desktop.

2. Open the folder by double clicking on it and then double-click file FF_Lab.ACD to open the
file within the RSLogix 5000 software.
3. You are asked to add the new transmitter on a new storage tank and therefore you must
add an EN2FFR Linking Device to the IO tree in RSLogix 5000 software. Right-click on the
EtherNet/IP network and select New Module.

Page 13 of 99
4. First, click the check box “Close on Create” in the lower left corner. Then uncheck the
check box for “Module Type Vendor Filters” and then check the box for Hiprom
Technologies. Select the 1788-EN2FFR and click Create.

5. In the Module window, name the module EN2FFR. Set the IP Address to 192.168.1.116
and click OK.

Page 14 of 99
6. Download the project to your controller. Leave the controller in Remote Program mode.

7. Warnings from the download process are expected and can be ignored. Close the Errors
window at the bottom by clicking the X in the upper right corner of the window.

8. Double click on the 1788-EN2FFR icon in the I/O Configuration to open the EN2FFR dialog

box.

9. Click the Configuration tab.

10. Click the Config option under Master in the Config Tree pane.

Page 15 of 99
11. Click the Topology pulldown, and select “SDT – Single Master – Dual Bus – Terminated”.
This option corresponds with the physical topology used in the EN2FFR demo case. The
Profile should now look like this.

12. At this point the Save icon should be flashing red. Click the icon.

13. Click OK for the following dialog prompt and then click the Profile‟s Apply button.

14. Now click the Download Config button to download the topology change to the linking
device.

Page 16 of 99
15. Click Yes to the following prompt. Then
click OK or to clear the Download Done dialog.

16. Click Overview in the Config Tree pane. Note that this view is divided into three main
areas. The left pane is the Config Tree. A field device will appear here once it has been
configured. The lower right area is called the Visitor List. Devices on the Fieldbus H1
network with addresses in the range of 248-255 will appear in this list. The software must
be online with the Linking Device in order for a device to appear in the Visitor List. The
area above the Visitor List is known as the Live List. Devices with addresses from 16 to
247 will appear in this list. Devices can be manually added offline to the Live List. Note
that up to 16 devices can be present in the Live List. The device in this example has an H1
node address of 22 (decimal) and has been assigned a Physical Tag of “CerabarS”.

Live List
Config
Tree

Visitor List

Page 17 of 99
17. The device‟s status determines the color of the H1 address icon.

Icon Description
(Green) Field device is online, allocated to a field device index and configured,
producing process variables.

(Yellow) Field device is online, not allocated to a field device index and not
configured.

(Blue) Field device is online, allocated but not configured or producing process
variables.

(Red) Field device is not online.

Right-clicking on the device in the Live List displays functions for adding, configuring and
diagnosing field devices.

A field device should appear in either the Live List or Visitor List areas.

Page 18 of 99
18. If the device is in the Live List, right-click on the device and select Set H1 Node Address.
Set the node address to a value from 248-254 and click OK.

After a few seconds, the device should appear in the Visitor List.

19. At this stage, you should have a “yellow” field device in your Visitor List. It‟s also possible
that a “red” device appears in the Live List. If no field device appears in the Visitor List,
contact the course instructor.

20. Right-click the device in the Visitor List, select Set H1 Node Address and set the node
address to a value from 17-25 and click OK.

Page 19 of 99
21. If the device appears in the Live List in a slot location other than 0, right-click on the device
and select the option Move. Enter the value 0 and click OK. Click Yes to confirm the move
to slot 0.

Yellow device in slot 1

22. The device should now appear in slot 0 of the Live List. Right-click the device and select
Auto Configure Online. The Profile window should now appear as such:

This view shows the OUT data of an Analog Input block being configured to transmit to an
Input Connector of the Linking Device. This configuration is done automatically. All
configuration parameters of the Analog Input block are pre-configured with values that
should allow data to be successfully transferred without any further modification.

23. Press the download button to download the configuration to both the field device and
the Linking Device.

Page 20 of 99
24. Click Yes if a similar popup appears.

25. The download process takes several seconds and a success prompt should eventually
appear. If the download is not successful, attempt the download again and contact the

instructor if the download fails a second time.

26. At this point, the Save icon should be flashing red. Click the icon and then Click OK for the
“Save Configuration” prompt. Click Apply to save the changes in the Logix project.

Page 21 of 99
 The following buttons can be used for configuring a device‟s FF communications.

Select an object

Draw a wire

Go online with the device

Download the configuration to the device

Auto-Configure the device

Save the project to a temporary property area. Once Apply is clicked, the
configuration will be saved to the Logix project

Exit the Block Configuration screen

27. Click the Go Online button. Click Yes if a Revision Mismatch popup appears.

28. Note the Live Data appearing on the display.

29. Right-click on the Title portion of the Analog Input block (where the text “Analog Input”
appears) and select Parameters. The border of the Analog Input block should turn bright

green if you‟ve clicked on the proper area.

Page 22 of 99
30. The profile should now look like this.

Note that only the parameters with a green check in the first column are updated. The blue
blocks in the last column show the progress of the updating.

31. Click the „X‟ in the upper right corner of the window to exit from return to the Block

Configuration View.

32. Close the Block Configuration view by clicking this button.

Page 23 of 99
33. Expand the field device in the Config Tree and click PV Data. The view should appear
similar to this. Note that the data in the Val column updates continuously.

34. Click on Oscilloscope. An oscilloscope trace of data produced by the field device is
displayed. Click Auto Update to view a constantly updated waveform. Un-check the Zoom
In checkbox to see more of the waveform.

Page 24 of 99
35. Click Advanced for the field device. Select the “Cerabar S” DTM from the pull-down list
and click the Open DTM button.

36. Click Online. Note that even when this option is selected, it is only possible to read and not
write parameters.

Page 25 of 99
37. Navigate through the various screens by expanding and exploring the options in the left
pane.

38. Close the DTM Frame by clicking the „X‟ in the upper right corner of the window.

39. Close the EN2FFR window by clicking OK.

Page 26 of 99
40. Double-click on the Controller Tags and
expand the fields as shown below. Make sure the Monitor Tags tab is selected. Browse
the tags and find the live Master data for the Linking Device and the live Data for the
instrument.

Your FF IO Module is now configured!

Page 27 of 99
Configure Add-on Instructions to Exchange Data to the HMI

We do not plan on teaching Add-On Instructions during this lab but give you the ability to use
them. If you want to understand more about Add On Instructions, please look up 1756-PM010B-
EN-P RS Logix5000 Controllers Add-On Instructions.
This lab covers using an Add-on Instructions (AOIs) provided in your current project.
Add-on instructions provide the basis for an object-oriented programming methodology, where
code is encapsulated into pre-validated modules that can be easily reused without modification.
This allows you to create standardized libraries that can both reduce project development time
and provide consistency to reduce equipment startup and support costs.
The P_AIn_FFR Add On Instruction not only organizes data in a similar fashion as other
PlantPAx operator interfaces but it organizes the data so operators can expect interaction to
remain the same throughout the HMI.
The FF instruments provide mappable variables that also provide status. This data is provided
via the all digital FF network.

Page 28 of 99
Setting up the RSLogix 5000 Project

Setting up the control configuration is as simple as setting up UDTs, adding the Logic and AOIs into the
controller and putting the controller in execute mode.

Exploring Data Types

Whether using an entire new project or adding to an existing project, the following Data
Types must exist in the RSLogix 5000 project in order to use the AOIs. AOIs have their own
user defined data structure that goes with each instance of AOI used.

1. In order to get an understanding of data types, open Add-On Instructions within the Controller
ProcessDemo project in RS Logix5000. The following Add-On Instruction must be included in the
project.

Adding a new Function Block Routine

In this section we will add a routine that will hold the function block configuration containing the
P_AIn_FFR AOI.

1. Go offline with the RSLogix 500 software.

Page 29 of 99
2. Add a new routine by right-clicking on Control_Modules program and clicking on New
Routine.

3. Type FF_DEVICE into the name and select Function Block Diagram then click OK.

4. Right-click on MainRoutine and click Open.

Page 30 of 99
5. Right-click the last rung in the routine and click Add Rung.

6. Click on rung 8 and type jsr FF_DEVICE and press the Enter key.

Page 31 of 99
7. Your MainRoutine should now look like this. Close the routine.

Page 32 of 99
How AOI and Faceplates Work
This is a graphic describing how the P_AIn_FFR works within an HMI:

• Pre-designed AOIs provide a two-way exchange of data between the faceplates and the
ControlLogix controller.
• FactoryTalk View SE faceplates provide visualization of instruments connected to the
network interface
• By clicking the pushbutton with a value on a screen the faceplate is linked to the
P_AIn_FFR AOI via a tag name and the faceplate values get populated with the AOIs
data.

Page 33 of 99
P_AIN_FF AOI

The faceplate analog-in-FF AOI (P_AIN_FFR) can be setup to display the tag name,
description, engineering unit, process variable, fault bits. Alarm limits (HiHi, Hi, Low, LowLow),
alarm delays, and alarm dead bands can be configured by the user and stored in the controller.
This AOI also has a parameter for displaying a FF status message. It can be easily set up to
display alarms in the HMI Alarm Summary Server within FT View SE.

To make this AOI work properly, the 1788-EN2FFR fault bit needs pinned into the P_AIn_FFR
AOI.

Configure the Faceplate AOIs (P_AIN_FFR)

1. Open the FF_DEVICE routine, right-click on the sheet and click Add Element.

2. Type P_AIn_FFR and click OK.

Page 34 of 99
3. Right-click the name entry on the new AOI and select Edit “P_AIn_FFR_01” Properties.

4. Type PI100 into the name field in Tag Properties window and click OK.

Page 35 of 99
5. Next configure FF_DEVICE routine to look like this. Note the three highlighted areas that
must have correct values.
Note: If you have difficulty with setting this up please contact an instructor.

The FF_DEVICE routine is now configured!

6. Save project by clicking on .

Page 36 of 99
7. Download to the controller, go online and enter run mode.
The FF_DEVICE routine will now be updating data from the instrument!
Pump the bulb on the instrument and look online at the FF_DEVICE routine.

Page 37 of 99
Develop the HMI Display Using Pre-designed Faceplates

FactoryTalk View Studio is the tool used to configure graphics for the FT View SE HMI. You will
use this tool to configure a display and faceplate in this section of the lab.
We are going to link the PI100 AOI to a object on the display and view the data.
1. Open FactoryTalk View Studio.

2. Click Site Edition (Network) and click Continue.

Page 38 of 99
3. Select PlantPAx DEMO and click Open.

4. It takes some time to load the project so be patient and once loaded, you should see the
project.

Page 39 of 99
5. Under the PlantPAx Demo Project click Graphics and click Displays to open up the
directory.

6. Within the Displays directory, right-click to Open the _premix_01_process display.

Page 40 of 99
7. The _premix_01_process display opens up.

8. Under the PlantPAx Demo click Graphics and click Global Objects to open up the Global
Objects directory.

Page 41 of 99
9. Within the Global Objects directory, right-click the (ra-eh) process ff device library display
and click Open.

10. This display contains the display object for the FF devices.

Page 42 of 99
11. Right-click on the body of the Analog Input FFR Generic(P_AIN_FF) faceplate (not on the
title) and click Copy.

12. Re-open the _premix_01_process display and right-click within the display and select
Paste.

Page 43 of 99
13. Left click this new global object and drag the object to a position next to the tank on the
display as shown.

14. With the object still in focus, right-click and click Global Object Parameter Values.

Page 44 of 99
15. In the Global Object Parameter Value window click on .

16. Click on L63, right-click and select “Refresh All Folders”.

17. Click on L63 and then click Online.

Page 45 of 99
18. Scroll down the Online menu, open Program:Control_Modules, select PI100 click OK.

19. Now click OK on this screen to link the global object and faceplate to the P_AIn_FFR AOI.

Page 46 of 99
20. Now click the save button at the top left corner of FT View Studio.

Your display is now complete!

Close FT View Studio and only save the changes for _premix_01_process.gfx.

Page 47 of 99
Review HMI display and Faceplate

The data that you have configured in the instrument can now be viewed in the HMI.

To actually view a display configured in FactoryTalk View Studio, a FactoryTalk View SE Client
must be opened. We have preconfigured a Client for use in this part of the lab.
1. Open the shortcut to PlantPAx Demo Client.cli, which will launch the FactoryTalk View SE
Client.

2. Click the PreMix button on the top banner and Select Premix 1.

3. You should see the Premix 1 display appear.

Page 48 of 99
4. Grab the pressure bulb on the instrument and notice the value change on the object you
installed into the _premix_01_process display.

Proceed with the steps below to learn more about the faceplate you‟ve just added, or continue
to the next section that will cover Process Device Config and Calibration Management.

5. Click on the object and the Home tab of the Faceplate should appear. Click on the
Engineering Tab and setup the Description, Label, Minimum, Maximum and Units fields.
Note that the Tag field data is read directly from the field device. Settings for the Minimum,
Maximum and Units fields will depend on the configuration of your pressure transmitter.
The setting PV Select refers to which of the eight PV values for this device should be
represented in this faceplate. Valid values are 1 through 8.

Note: Click Enter after entering each string value and click OK on the numeric entries.

After entering these fields, note how the appearance of the faceplate changes. Hover over the
faceplate with the cursor and notice how the Tag and Descriptor fields are used.

Page 49 of 99
Click on the object and the Home tab of the Faceplate should appear.

Home Tab

Disconnect either the Ethernet cable from the Linking Device or the Fieldbus cable from the
Cerabar S and notice how the data on the Home Tab changes. Re-connect the cables.

Maintenance Tab

Page 50 of 99
Trend Tab

Alarm Configuration Tab

Check to
Enable AOI
Alarms

Checking the High-High, High, Low, Low-Low, and Device Fault Alarms enable the faceplate
alarms. The Severity is pre-set but can be adjusted. Alarm Delays can be implemented.

Page 51 of 99
Alarm Tab

If an Acknowledge is required, the check boxes above will highlight. Also the bell on the tab
will flash.

Here is an example of a bad status if the EN2FFR does not communicate with the controller:

Page 52 of 99
Note: You can disconnect the Ethernet cable carefully at the EN2FFR but please reconnect it
carefully. The controller should reconnect to the EN2FFR and the alarm should go away within
a minute!

Acknowledge the Alarm by clicking the check. Note that the Alarm Bell stops flashing.

Close the HMI Client at this time.

Page 53 of 99
What is FactoryTalk AssetCentre?

FactoryTalk AssetCentre is the part of the PlantPAx system which provides a centralized tool for
gathering, analyzing, managing and securing automation assets across the entire organization. Perhaps
more importantly, it can do this automatically, with limited additional management oversight or interaction
from employees.

FactoryTalk AssetCentre is built on a server platform that provides common base functions with optional
add-on capabilities that allow reuse of certain functions within specific automation asset types. It is this
integrated and modular design that allows the system to expand as your business initiatives are
implemented and asset management programs are initiated across the facility.

FactoryTalk AssetCentre base server functions include:

a centralized Microsoft SQL Server database that stores all data in the FactoryTalk AssetCentre
application

a source control tool that provides automatic version control

an audit trail that tracks user interactions with FactoryTalk-enabled products

an event logging system that captures system-generated information

reporting capabilities that allow scheduled and on-demand searches on information from audits,
events, or source control history

standardized security using FactoryTalk Security

FactoryTalk AssetCentre has an increasing set of add-on capabilities that allow you to optimize and
leverage your automation investments across the plant. FactoryTalk AssetCentre capabilities that you will
work with in this lab are:

Process Device Configuration

Acting as a host system, or frame application, FactoryTalk AssetCentre gives you the ability to work with
process instrumentation from multiple vendors in one common platform. This reduces time to repair,
leading to less downtime and more efficient maintenance operations. Using FDT Technology to access
device parameters, FactoryTalk AssetCentre aids in configuring, operating, and reading diagnostic
information in process devices. This means you can implement an asset management solution for your
installed asset base that consists of multiple vendors products or for new installations you now have the
freedom to choose best-in-breed instruments and maintenance tools available from the approximately 70
vendors supporting FDT technology.

Page 54 of 99
Calibration Management
FactoryTalk AssetCentre Calibration management capability allows for a paperless calibration solution;
managing calibration requirements, specifications, schedules, calibration results and reporting. When it
comes to managing instrument calibration and system qualifications, FactoryTalk AssetCentre offers
unique advantages. Whether for a single department or an entire organization, your workflow and over-
site practices can be automated, systematized and improved - with 21 CFR Part 11 and Food & Drug
Administration (FDA) & Good Manufacturing Practices (GMP).

Why Add-on Instructions and pre-designed faceplates?

Pre-configured controller code and HMI provided by PlantPAx helps owners, engineers, maintenance,
and operators efficiently optimize their investments. Not only does the pre-packaged configuration
provide users with what is needed from the instruments by the plant personnel, but this tool can ultimately
reduce system integration costs by providing improved integration time and help reduce the
implementation risk. PlantPAx preferred instrument integration can reduce startup time, help
maintenance reduce downtime, and ensure operations can get the information needed to run the plant
most effectively.

Page 55 of 99
Launching FactoryTalk AssetCentre

In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.

1. Once the user interface of the operating system appears, from the Start menu select
Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk
AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on
the desktop:

After a few seconds, you should see a software interface that looks similar to this:

Page 56 of 99
 FactoryTalk AssetCentre Interface Walk-through
Note: The following screenshots in this section may have small variations to the information shown in
your FactoryTalk AssetCentre Client.

This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, and
manage assets on the plant floor.
This toolbar is used to start
FactoryTalk AssetCentre capabilities.
– opens the asset view
– opens the source control
function
– opens the log viewer, allowing
users to review the content of the
event, audit and diagnostics logs
– opens the schedule
management and configuration
function
– opens the search
management and configuration
function
– opens the selected asset‟s
property grid
– opens the application help
This is the Asset - opens the DTM Home
View. It contains the Page. Functions such as Upload,
asset tree, a free-form Download, Online, etc. are available
plant model created by from this page
the system
administrator that - opens the Calibration
represents the management functions
organization of a plant
and the physical
control assets located
in the plant.
Users interact with this
plant model to check
asset configurations in
and out of the system, This is the Workspace Pane.
view audit logs, or FactoryTalk AssetCentre capabilities
manage disaster are opened here for user interaction.
recovery schedules.

Page 57 of 99
What is Process Device Configuration?

The FactoryTalk AssetCentre Process Device Configuration software is used to set up a process device
in PlantPAx. In our case, this is an Endress+Hauser Cerabar pressure transmitter. This software also
allows testing and monitoring of the device.

Introduction to FDT-DTM
FactoryTalk AssetCentre leverages FDT/ DTM technology for its Process
Device Management. The following sections describe this open technology.
Refer to www.fdtgroup.org for additional information.

What is Field Device Tool (FDT)?

FDT (Field Device Tool) technology standardizes the communication interface between field devices and
systems. The key feature is its independence from the communication protocol and the software
environment of either the device or the host system. FDT allows any device to be accessed from
FactoryTalk AssetCentre through any protocol.

Here’s how it works

Suppliers (i.e. Rockwell Automation, Endress+Hauser, Metso Automation, etc.) develop a Device Type
Manager (DTM) for each of its devices or group of devices.

The DTM encapsulates all the device-specific data, functions and business rules such as the device
structure, its communication capabilities, internal dependencies, and the Human Machine Interface (HMI)
structure. The DTMs provide functions for accessing device parameters, configuring and operating the
devices, and diagnosing problems. DTMs can range from a simple Graphical User Interface (GUI) for
setting device parameters to a highly sophisticated application capable of performing complex real-time
calculations for diagnosis and maintenance purposes.

The DTM is managed and launched in FactoryTalk AssetCentre. FactoryTalk AssetCentre contains the
communication component to interface the FactoryTalk AssetCentre Client with the specific fieldbus
communication (e.g., HART, PROFIBUS, FOUNDATION Fieldbus, etc.). FactoryTalk AssetCentre
initiates the DTM and enables the device to interoperate with the system engineering and operating
environment.

The FDT interface is open to all kinds of field busses and thus will allow FactoryTalk AssetCentre to
provide integration for many different kinds of devices.

Page 58 of 99
DTMs and Network Topology
The first step to configuring a device is to create a communication path to the device from the FactoryTalk
AssetCentre Client. This is accomplished by nesting DTMs that represent various levels of the network
topology

For example, let‟s look at the basic network setup shown below:

To configure the E+H Cerabar (pressure) device from the FactoryTalk AssetCentre client, the network
topology would be represented as follows:

HOST PC (FTAssetCentre Client)

>1788-EN2FFR DTM (Communications)

> E+H FF CerabarS DTM (Instrument)

Each level of the topology representation corresponds to a DTM. DTMs are nested in an assembly to
create an appropriate communication path from FactoryTalk AssetCentre client to device.

The first DTM, 1788-EN2FFR, routes communications from the FactoryTalk AssetCentre client to the
1788-EN2FFR over EtherNet/IP. Also the first DTM communicates to the H1 segment to get to the
devices. Lastly, the CerabarS DTM is capable of configuring the CerabarS instrument.

Page 59 of 99
Configure DTM Networks

In this section, you will create a DTM network to communicate with the E+H CerabarS pressure
transmitter in your demo kit. The required DTMs have already been installed and enabled for use on your
computer; you will be building the communication path from the Host PC down to the device.

1. Click the Tasks > DTM Networks menu item. The DTM Network screen is opened:

The DTM network is where you configure DTM communications.

Note: There maybe a single DTM configured, but not actually connected to a device. This DTM was
added to the network tree ahead of time so that it could be linked to a different asset.

2. Select Host PC and then Click Add DTM

Note: You will notice that for each step in this section, only supported DTMs are presented based
upon the upstream and downstream supported protocols.

Page 60 of 99
Add Hiprom EtherNetIP DTM

1. The Add new device dialog is displayed:

2. Select the Hiprom HS Ethernet/IP (CIP) DTM and click OK.

3. The HS Ethernet/IP DTM appears now in the DTM Networks view. Select the DTM and click Add
DTM.

Page 61 of 99
4. Select the 1788HP-EN2FF-R DTM and click OK.

5. The EN2FFR DTM window appears. Enter the IP address 192.168.1.116 into the Module IP Address
field and press the Enter key. Enter a Max Scan Address of 30 and press the Enter key. When
entered correctly, you should see two green check marks next to each field. Press Next when
finished.

Page 62 of 99
 NOTE: This lab uses an unreleased DTM. Steps 6 to 11 will not be required for the
officially released DTM. Instead, the user will simply click the Scan Network button
and all attached field devices will be reported.

6. The EN2FF-R DTM appears now in the DTM Networks view. Select the DTM and click Add DTM.

7. Select the Cerabar S DTM and click OK.

Page 63 of 99
8. An offline DTM Frame view appears. Click Next to return to the DTM Networks view.

9. Press Close to close the DTM Networks view.

10. Re-click the Tasks > DTM Networks menu item.

The DTM Network screen is opened. The DTM network tree should look something like this.

Page 64 of 99
11. Right-click on the field device and a progress bar should briefly appear, followed by the
following screen. Enter the network address for your field device and press Enter.

12. You will return to the DTM Networks view. Click Close to close this view. You are now
finished configuring the EN2FFR DTM to work with the CerabarS DTM.

Page 65 of 99
Add a Process Device to the Asset Tree

Now that the E+H CerabarS transmitter device has been added to the DTM Networks, you can add the
field device to the FactoryTalk AssetCentre Asset View.

Enter Design Mode

1. Click the Design button to enter Design mode. The Asset View will update and look
like this:

This is the Asset Toolbar. Use

the toolbar icons to build your plant
model.
Enter/ exit Design mode to
modify the asset tree.
Create a new container
or asset in the asset tree
Delete a container or
asset from the asset tree
Modify the selected
container or asset
security settings
Modify the selected
container or asset
properties

This is the asset catalog. Use this

catalog to populate the asset tree.
A variety of devices and containers
are available to you.

Page 66 of 99
Create a container

1. For organization purposes we are going to add our new Pressure Transmitter under a
container called Transfer Line.

2. Expand InstaCorp to Process Area.

3. Select Process Area by clicking once on the name.

4. Right mouse click on Process Area and select to add a New item

5. Select the Generic Container object by clicking it once.

Page 67 of 99
6. Add the Generic Container to the Process Area by clicking the OK

This adds the container to the plant model and opens the container property page:

Replace the system default name of

“Generic Container” with “Transfer
Line”

7. Name the container “Transfer Line” and click OK. A new container item is added to the
Asset Tree.

Add Instrument

1. Right mouse click Transfer Line and click the New

Page 68 of 99
2. Select the Instrument asset type by clicking it once.

3. Add the Instrument to the Transfer Line container by clicking the OK

This opens the property sheet for an Instrument asset. Note, property sheets are different depending
on the asset type.

4. Name the Instrument “PT100” and click OK.

5. Select the PT100 instrument in the Asset Tree and click the Properties button.

6. The DTM Addressing Info property is used to designate a communications path to a DTM
device. Select the DTM Addressing info property. A browse button is displayed for the
property value.

7. Click the browse button. The Select Single DTM Device is displayed.

Page 69 of 99
8. Select the DTM that was just configured for the Cerabar S.

Note: Any DTMs that have been added to the DTM Network will appear for selection here.

9. With the CerabarS instrument selected in the list, click OK. If using the released DTM, the
Device Name, Firmware Revision, Hardware Revision, and other properties would be
automatically filled in using data read from the device:

Note: Your
Instrument
properties will be
different due to your
specific device
instrument. e.g.,
Serial Number

Page 70 of 99
10. Click OK to close the device‟s property dialog. The PT100 process instrument should now
be in your Asset Tree under the Transfer Line container.

Exit Design Mode

11. You are now finished editing the asset tree structure, so click the Design button again
to return to the run mode. The Asset Catalog will close.

Page 71 of 99
DTM View

Now that the transmitter is a part of your asset view tree, you can go online with it, configure its
parameters, and perform other actions provided by the device DTM.

1. Select the PT100 instrument asset in the asset tree and click the DTM View button on top
of display

The DTM View tab is opened and the Home page is displayed.

Page 72 of 99
The following items are available from the Home page:
Field Description
Open Opens the device configuration data. Depending on
Current Status (see below) the open command will either
go to an Online or Offline state
Upload Will upload from the device and save to offline
configuration data
Download Will download offline configuration to the device
Online / Offline (with Determines when the device is open to either go to an
Current Status) Online or Offline state. The current selection is shown
Device / Network Used primarily to determine the quality of the DTM
diagnostics selected, DTM Network configuration; including
connectivity to the device itself

2. Click Online and then Open in the DTM View to open

the pressure transmitter device:

Current Status: Online

Page 73 of 99
View Instrument Status and Configuration

1. Open the Online Configuration by clicking on the Online Configuration Tab.

You will see the connection status in the bottom of the screen.

Current Status: Online

2. In the Label pane, select Setup>Process Info>Process Values:

Page 74 of 99
3. Open Quick Setup and Diagnostics and observe what information is available through this
DTM.

4. Close the DTM View by clicking the . Make sure not to close FactoryTalk AssetCentre
Client or you will need to reopen it.

Note: Many vendors have DTMs specific to their devices which is ideal. If the vendor does not
have a DTM for their device, the iDTM can provide access to information available through DD
files.

Page 75 of 99
What is Calibration Management?

Calibration Management is the process of recording that calibration activity actually occurred at the
appropriate time and capturing the results of calibration activity. Further, Calibration Management, will
schedule these manual calibration operations on process devices, test instruments, and other hardware.

Calibration management functionality provided by the PlantPAx Calibration Management feature is

implemented by a software product called ProCal version 5 (PCV5). FactoryTalk AssetCentre uses this
software product to provide Calibration Management behavior. Three distinct characterizations are useful
with respect to a given piece of Calibration Management functionality:

The Calibration Management functionality is completely contained within PCV5, but accessed
solely through AssetCentre.

The functionality is triggered or started within AssetCentre and carried out in PCV5.

There is AssetCentre-specific behavior that lies outside PCV5, but influences or controls PCV5
behavior.

ProCalV5 Interface Walk-through

In this section of the lab we are going to leverage the pressure transmitter previously configured
extending FactoryTalk AssetCentre to manage the calibration of this device electronically. We will do
this by:

linking the device to FactoryTalk AssetCentre Calibration Management capability

setting up additional calibration management specific data

performing a mock calibration

viewing a report using one of the standard reporting templates

Create a Calibration link

1. If the Asset Tree is not already expanded, click the expand buttons until you can see
Process Area > Transfer Line, select PT100 from the Asset Tree.

Page 76 of 99
2. Click the Design button to enter Design mode. The Asset View will update and look
like this:

Link FactoryTalk AssetCentre device to ProCalV5

3. Click the Properties button to display the properties screen.

Page 77 of 99
4. Click the ProCalV5 Company property and click the browse button, select Rockwell
Automation from the ProCalV5 Companies list and click OK.

ProCalV5 has the ability to store and manage calibration data from multiple companies. However,
only one company‟s data can be accessed at a time, providing strong data separation security. This
capability is useful whether you‟re a System Integrator (SI) or Original Equipment Manufacturer
(OEM) or End User; keeping departments, locations or customer‟s calibration records separated.

Note: The ProCalV5 Company of Rockwell Automation has been previously created.

5. Next, click the ProCalV5 Linked Item property and click the browse button.

6. Click the New ProCalV5 Instrument Name property. Enter PT100 and then click Create.

This will create a new calibration instrument in the ProCalV5 database. PT100 should now be available
in the list box.

TIP: Multiple instruments may be created from this display - simply enter another name and click
create again. Also, the “Initialize with Current Property Value” will use FactoryTalk AssetCentre device
properties to initialize the ProCalV5 properties (e.g., Manufacturer, Serial number, model number, etc.)

Status: A least one FactoryTalk Asset

must be linked to ProCalV5 for the status
to be Active.

TIP: ProCalV5 calibration operations are

not allowed if the device is Inactive.

Links: Indicates how many FactoryTalk

AssetCentre Instruments are linked to the
associated ProCalV5 device. Note:
Multiple FactoryTalk assets may be
linked to a single ProCalV5 device.

Page 78 of 99
7. Select your newly created PT100 from the list box, click OK.

8. Your properties screen should look like this:

9. Click OK to exit the PT100 Properties screen.

Exit Design Mode

10. You are now finished configuring FactoryTalk AssetCentre, so click the Design button
to exit the design mode.

Page 79 of 99
Master Instrument Record

1. Select the PT100 device if it is not still selected, and click the Calibration
button form the menu tool bar.

The following screen is displayed. Note: The Calibration Master Data is synchronized with the ProCalV5
calibration data. ProCalV5 contains the master data.

Short-cut menu options for

ProCalV5 program

Open Instrument record or

perform a New Calibration in ProCalV5

Create a new
ProCalV5 device (System, Loop,
Instrument, Equipment or Test
Instrument)

Refresh Calibration Data

Sort by Alphabetical

Sort by Groups

ProCalV5 Data

Page 80 of 99
Master Instrument Record (MIR)

1. Click the PT100 button and select Open Instrument.

2. Click the Hide button to close the reminder screen. This will open the Master
Instrument Record for PT100 in ProCalV5.

Page 81 of 99
The master instrument record is used to display and modify the device Master Instrument Records (MIR).
The MIR is used to enter all of the instrument‟s information that will remain constant, such as model
number and serial number. The MIR that is entered will be the basis for creating calibration records for
those instruments. For the purposes of this lab we will only go through the General and Calibration Tabs.

3. Enter the following Information for the Master Instrument Record (MIR) header data:

Master Instrument Record

Instrument ID PT100 <Auto Filled>

Description Transfer Line Pressure

Page 82 of 99
General Info Tab
The general tab contains data about the physical instrument such as Manufacture and Serial Number.
You may also assign a Department (with or without corresponding Approval Policy), and determine the
primary Calibration Schedule.

1. Enter the following on the General Information Tab Points Tab:

General Tab

Manufacturer Endress+Hauser <Auto Filled with released DTM>

Model Number CerabarS

Serial Number XXXXXX <Auto Filled with released DTM>

Status Awaiting Calibration

Department Process Area

Classification NON GMP Critical

Equipment ID n/a – leave blank

Instrument Type Pressure

Document ID n/a – leave blank

Calibration Frequency Annual

Keep on Schedule <checked>

Approved By <checked>

Page 83 of 99
2. Click the save button.
Your General Tab should look like this:

Page 84 of 99
Calibration Points Tab

1. Click the Calibration Points tab

The Calibration Points tab is the page that contains fields to enter calibration information for the
instrument, such as # of cal points, stated accuracy, resolution, etc. This information is then used to
calculate the high and low spec and control limits for the instrument‟s calibration.

2. To begin adding calibration information, you must first click the Add Group button,

which will bring up blank calibration specification field and the grid.

Page 85 of 99
3. Enter the following on the Calibration Points Tab:

Calibration Points Tab

Group Name Standard

# Cal Points 4

Click “Show Group Options” button Check “Auto Recalculate Limits”

Input Type psi

In Res 0.1

In Low Range 0

In High Range 10

Input Tolerance .1

Correlation to Output Linear

Output Signal Type mA

Out Res 0.1

Out Low Range 4

Out High Range 20

Stated Accy Pct of Range

Range Acc% 1%

Plus/Minus 0.5

Use Control Limits Checked

Control % 80%

Click “Calculate” button Select “Auto Assign Inputs”

4. Save the Calibration Points by clicking the save icon.

Page 86 of 99
Your Calibration Tab should look like this:

5. Click the Report Preview button to see the standard Instrumentation Report.

6. Close the Report Preview

Page 87 of 99
7. Set focus back to FactoryTalk AssetCentre, with PT100 selected and the Calibration View

open, click the Refresh button. Updated information from ProCalV5 is

displayed, including the new Calibration Points configuration.

8. Click Calibration Points, all the ProCalV5 calibration points‟ data are displayed as
configured.

Page 88 of 99
9. Note: The Test Points property has multiple data values associated with it. Click the Test
Points property and click the browse button to view this data.

10. Close the Test Points screen to return to the Calibration View

Page 89 of 99
Perform a Mock Calibration

In this section of the lab we are going to enter the results of a mock calibration performed on pressure
transmitter PT100. Once we‟ve entered the data we will preview the data in a standard ProCalV5 report
and lastly view the results in FactoryTalk AssetCentre.

New Calibration

1. In FactoryTalk AssetCentre, click the PT100 calibration button and select New Calibration.

2. ProCalV5 opens and displays the Calibration Information Tab. These screens (Tabs) are used to
add, display, modify, and delete results of a device calibration.

3. Select Scheduled for Calibration Type

4. Select John D’Mico for Who Calibrated

Page 90 of 99
Enter Calibration Results
5. Click the Test Results Tab of Calibration.

6. Enter the following Calibration Information.

Calibration

Readings See below

Page 91 of 99
 TIP: It is not necessary to fill in all
empty fields in the Calibration Tabs,
however you must enter an
Instrument ID, the Calibration Date
and the Result of either a “Pass, “Fail”
or Incomplete” to save a new record

7. Enter the following Calibration Information.

Calibration

Pass Selected

Adjusted to Improve Checked

8. Change Status from Awaiting Calibration to In Service.

Page 92 of 99
9. Next, click the Test Instruments Tab and select FLUKE744-0001 and click the button.

NOTE: Specifying a test instrument used in the calibration procedure is useful for reporting purposes.
If the test instrument itself was out of calibration for a period of time, a report can be run to find out
what instruments where “calibrated” with the out of calibration test instrument, only re-calibrating the
instruments effected – saving time and money!

10. Click the Notes Tab and Add a Note per below:

Calibration Results
1. Go back to the Calibration Information Tab by clicking Calibration Information and check the
Finalized parameter

Page 93 of 99
2. Click the save button.

Notice the Entered by, date, last modified data, next calibration data, etc. has been updated.

3. Click the Report Preview button to see the standard Calibration Report.

4. Close the Report Preview

5. Close the Calibration window.

6. Close the Master Instrument Record window if open.

7. Let‟s run a Traceability report on the FIELD_CALIBRATOR that we used during the calibration
procedure.

Page 94 of 99
8. Select from the file menu, Reports > Test Instrument > Test Instrument Reverse Traceability.

9. Select the FLUKE744-0001 for the Test Instrument ID.

10. For the Start and End Date enter today date MM/DD/YYYY or use short cut keys.

TIP: Use the built in short cut keys

11. Click the Preview button to view report

Page 95 of 99
12. Close the Report Preview

13. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.

14. Click the Refresh button to update the Calibration View. Calibration History is now a Tab
in the view. Click the Calibration History Tab.

15. Click Calibration History properties to view the calibration pass/fail results.

16. Close the Calibration History List.

Page 96 of 99
Modify Calibration Frequency
For this portion of the lab, we are going to change the calibration frequency of PT100 from Annual (1
year) to a Bi-Yearly (every 6 months) frequency.

1. Open PT100 Master Instrument Record in ProCalV5. To do this, right-click the PT100 on the Asset
View in AssetCentre and select ProCalV5>Open. If the Master Instruments Record for PT100 does
not open automatically, click Instruments in the left column.

2. Notice for the Calibration frequency only Annual and Monthly are available. Bi-Annual is not available
because it has not been created yet.

3. Close PT100 Master Instrument Record by clicking the close button.

4. To add Bi-Annual as a calibration frequency go to Lists from the ProCalV5 file menu and select
Calibration Frequency.

Page 97 of 99
5. Type Bi-Annual for Calibration Frequency name and set to Every 6 Months using the dropdown.

Your Calibration Frequency dialog should now look like:

Allow system to Roll Dates Forward if Actual Event Date is within section provides you with 2 options.

[#] Days of Scheduled Event Date circle allows you to declare exactly how many days before
the due date, that work or a calibration can be successfully completed and still have the next
due date automatically roll forward.

Calendar Week of Scheduled Event Date circle will allow for the work or calibration to be
completed up to 1 calendar week before the due date. If this setting is selected, the Days of
Scheduled Event Date circle will be grayed out and inaccessible since it is not applicable.

NOTE: If the calibration is unsuccessful or fails, no dates will be rolled forward.

6. Click the save button.

7. Close the Calibration Frequency dialog

8. Reopen the Master Instrument Record (MIR) by clicking the Instruments button in the left column of
the ProCalV5 software.

9. Change the Calibration Frequency to our new Bi-Annual option

10. Click the save button and verify that the Next Cal Date has changed.

11. When done verifying the Next Cal Date, exit out of ProCalV5.

12. Exit/Close the FactoryTalk AssetCentre Client.

Page 98 of 99
Conclusion

You have successfully completed this lab.

In this lab you have learned quite a bit on how to navigate the user interface and capabilities of this
exciting new version of FactoryTalk AssetCentre. You have seen how simple it is to add and configure
new assets in the system. You have experienced firsthand the power of the FactoryTalk AssetCentre
audit log and search capabilities. You can appreciate the system‟s straightforward design that integrates
with the plant model to compile a list of assets to operate on, and automatically adds or deletes assets
from the schedules as you maintain the plant model.

Assets and intellectual property are the key components companies use to manufacture products and
increase profit through productivity. Without the proper investments in both, the plant or process does not
produce and production suffers. One of the most important things a company can do to maintain quality
and therefore their bottom line, is to protect their assets and intellectual property. In this lab, you saw how
different FactoryTalk AssetCentre capabilities can be used to help protect your critical assets and
intellectual property, and therefore your bottom line.

Additionally, you set up the controller with pre-configured Add-on Instructions to provide the E+H
faceplate information that a maintenance person or operator could use to ensure that the plant is running
optimally. These faceplates can save time for the engineer and reduce risk while maintaining a standard
look and feel while using the PlantPAx HMI.

Page 99 of 99
Publication XXXX-XX###X-EN-P — Month Year 10 of 10 Copyright© 2011 Rockwell Automation, Inc. All rights reserved.
Supersedes Publication XXXX-XX###X-EN-P — Month Year
PlantPAx: Field Device Interface and Asset
Management Lab
HART VERSION

For Classroom Use Only!

 Important User Information
This documentation, whether, illustrative, printed, ―online‖ or electronic (hereinafter ―Documentation‖) is intended for use only as
a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation
should only be used as a learning tool by qualified professionals.

The variety of uses for the hardware, software and firmware (hereinafter ―Products‖) described in this Documentation, mandates
that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been
taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable
laws, regulations, codes and standards in addition to any applicable technical documents.

In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter ―Rockwell Automation‖) be
responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in
this Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on the
alleged use of, or reliance on, this Documentation.

No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software
described in the Documentation.

Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for:
• properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation
or third-party provided instructions, warnings, recommendations and documentation;
• ensuring that only properly trained personnel use, operate and maintain the Products at all times;
• staying informed of all Product updates and alerts and implementing all updates and fixes; and
• all other factors affecting the Products that are outside of the direct control of Rockwell Automation.

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is
prohibited.

Throughout this manual we use the following notes to make you aware of safety considerations:

Identifies information about practices or circumstances

that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.

Identifies information that is critical for successful application and understanding of the product.

Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you:
• identify a hazard
• avoid a hazard
• recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.
PlantPAx: Field Device Interface and Asset
Management Lab (HART VERSION)

Contents

About this Hands-On Lab ........................................................................................................................... 6

What you will accomplish in this lab .............................................................................................................. 6

Who should complete this lab ....................................................................................................................... 6

Document conventions .................................................................................................................................. 7

Lab backdrop ................................................................................................................................................ 8

Tools & prerequisites ................................................................................................................................. 9

Classroom setup ......................................................................................................................................... 9

Software ........................................................................................................................................................ 9

Hardware ..................................................................................................................................................... 10

Lab files ....................................................................................................................................................... 10

User and Passwords ................................................................................................................................... 10

Introduction to HART ................................................................................................................................ 11

Benefits of HART enabled I/O ..................................................................................................................... 11

Communication basics ................................................................................................................................ 11

HART Preferred Integration...................................................................................................................... 13

Configure the HART module ....................................................................................................................... 13

Configure Add-on Instructions to Exchange Data to the HMI .............................................................. 18

Exploring Data Types .................................................................................................................................. 20

Add-On Instructions .................................................................................................................................... 22

Page 3 of 98
Configure the HART module AOI (I_AB56IF8H) ........................................................................................ 23

I_AB56IF8H_CHAN AOI ............................................................................................................................. 27

Adding a new Function Block Routine ........................................................................................................ 27

P_AIN_56HART AOI ................................................................................................................................... 32

Configure the Faceplate AOIs (P_AIN_56HART) ....................................................................................... 32

Configure the Jump Subroutines in the MainRoutine ................................................................................. 35

Review HMI display and Faceplate .......................................................................................................... 47

What is FactoryTalk AssetCentre? .......................................................................................................... 52

Process Device Configuration ..................................................................................................................... 52

Calibration Management ............................................................................................................................. 53

Why Add-on Instructions and pre-designed faceplates? ............................................................................ 53

Launching FactoryTalk AssetCentre ...................................................................................................... 54

What is Process Device Configuration? ................................................................................................. 56

Introduction to FDT-DTM ............................................................................................................................ 56

What is Field Device Tool (FDT)? ............................................................................................................... 56

Here‟s how it works ..................................................................................................................................... 56

DTMs and Network Topology...................................................................................................................... 57

Configure DTM Networks ......................................................................................................................... 58

Add RSLinx 1756 Backplane DTM ............................................................................................................. 59

Add 1756-IF8H/A Hart module DTM ........................................................................................................... 61

Add a Process Device to the Asset Tree ................................................................................................ 64

Enter Design Mode ..................................................................................................................................... 64

Create a container ....................................................................................................................................... 65

Add Instrument ............................................................................................................................................ 66

Exit Design Mode ........................................................................................................................................ 69

DTM View ................................................................................................................................................... 70

Configure Instrument ................................................................................................................................... 72

Page 4 of 98
What is Calibration Management? .......................................................................................................... 74

ProCalV5 Interface Walk-through ............................................................................................................ 74

Create a Calibration link .............................................................................................................................. 74

Link FactoryTalk AssetCentre device to ProCalV5 ..................................................................................... 75

Exit Design Mode ........................................................................................................................................ 77

Master Instrument Record ........................................................................................................................... 78

Master Instrument Record (MIR) ............................................................................................................. 79

General Info Tab ......................................................................................................................................... 81

Calibration Points Tab ................................................................................................................................. 83

Perform a Mock Calibration ..................................................................................................................... 88

New Calibration ........................................................................................................................................... 88

Enter Calibration Results ............................................................................................................................ 89

Calibration Results ...................................................................................................................................... 91

Modify Calibration Frequency ..................................................................................................................... 95

Conclusion ................................................................................................................................................. 97

Page 5 of 98
About this Hands-On Lab

Welcome to the PlantPAx device interface and asset management Hands-On Lab! This session provides
you with an opportunity to explore FactoryTalk AssetCentre capabilities related to process control
applications and including smart instrument information on the operator console or Human Machine
Interface (HMI). Process capabilities such as configuring an instrument, setting up an instrument
calibration system and displaying HART data in the HMI will be shown in this lab. The following sections
explain what you‟ll be doing in this lab session, and what you will need to do to complete the hands-on
exercises.

What you will accomplish in this lab

As you complete the exercises in this hands-on session, you will:

Set-up controller configuration

Download controller configuration with PlantPAx

Set-up a HART Faceplate with PlantPAx

View the HART instrument data at the PlantPAx operator station

Configure instrument using PlantPAx Process Device Configuration Tool

o Input instrument description

o Verify pressure mode, lower range value, and upper range value

Calibrate process instrumentation using PlantPAx

o View calibration reminders

o Create a Calibration Master Instrument Record

o Perform a mock Calibration

o View Calibration results

o Create a calibration certificate

o Create a new frequency of Calibration

Who should complete this lab

This hands-on lab is intended for individuals who build, operate or maintain process plants using smart
instruments.

Page 6 of 98
Document conventions
Throughout this workbook, we have used the following conventions to help guide you through the lab
materials.
This style or symbol: Indicates:
Words shown in bold italics (e.g., Any item or button that you must click on, or a menu
RSLogix 5000 or OK) name from which you must choose an option or
command. This will be an actual name of an item that
you see on your screen or in an example.

Words shown in bold italics, An item that you must type in the specified field. This is
enclosed in single quotes (e.g., information that you must supply based on your
'Controller1') application (e.g., a variable).
Note: When you type the text in the field, remember that
you do not need to type the quotes; simply type the words
that are contained within them (e.g., Controller1).

The text that appears inside of this gray box is

supplemental information regarding the lab materials, but
not information that is required reading in order for you to
complete the lab exercises. The text that follows this
symbol may provide you with helpful hints that can make
it easier for you to use this product. Most often, authors
use this “Tip Text” style for important information they
want their students to see.

Note: If the mouse button is not specified in the text, you should click on the left mouse button.

Page 7 of 98
Lab backdrop
In this lab you will be acting as a control system engineer in a process plant. The PlantPAx Asset
Management (FactoryTalk AssetCentre), PlantPAx Engineering (RSLogix 5000) and PlantPAx
Operations (FactoryTalk View Site Edition) components are already installed and running; you are
responsible for maintaining support for PlantPAx system in your plant.

Process production consists of a tank farm of raw materials from receiving, a couple of batch tanks and
holding tanks as shown below:

Page 8 of 98
Tools & prerequisites

For this Hands-On Lab, we have provided you with the following materials that will allow you to complete
the labs in this workbook.

Classroom setup

This lab is conducted using a VMWare Workstation virtual machine running on each PC. VMWare
Workstation is virtual machine software that allows you to emulate one or more PCs on your „host‟ PC.

Neither FactoryTalk AssetCentre or FactoryTalk View Supervisory Edition require a domain; this lab is
conducted in a Windows workgroup named WORKGROUP.

Software
This Hands-On Lab implements a VMWare Session running on the lab PC:

Microsoft Windows 2003 Server R2 with SP2

FactoryTalk AssetCentre v4.00.00

FactoryTalk AssetCentre Disaster Recovery for Rockwell Automation

FactoryTalk AssetCentre Calibration Management

Prime Technologies ProCalV5

FactoryTalk AssetCentre Process Device Configuration

FactoryTalk View SE v5.10

FactoryTalk Automation Services Platform

RSLinx Classic v2.59

RSLogix 5000 v20

VMWare Workstation v8.0

MSSQL 2005 SP2

Page 9 of 98
Hardware
This Hands-On Lab uses the HART demo kit that contains:

ControlLogix HART Demo

o 1756-ENBT Ethernet module - Slot 0 (IP 192.168.1.113)

o 1756-L63 ControlLogix PAC – Slot 1

o 1756-IF8H, 8 channel HART analog input module - Slot 3

o Endress+Hauser CerabarS transmitter connected to 1756-IF8H – Channel0

Lab files
This Hands-On Lab uses the following files:
HART_Lab.ACD

User and Passwords

The following is the Windows user login and password that may be used in the lab:

Login Password Full user name Group / user type

Administrator Rockwell System Administrator Windows Administrator

FactoryTalk Administrators

FactoryTalk Security‟s single sign-on feature has been enabled for this lab. You will not be required to
log into FactoryTalk AssetCentre.

Page 10 of 98
Introduction to HART

Most transmitters are available with a HART protocol interface. The type of data available is dependent
on the type of instrument. The most common data types are primary process variable, secondary
process variables, a digital representation of the analog mA signal and device status. These data types
are mapped to the HART protocol as PV (primary variable), SV (secondary variable), TV (tertiary
variable), and FV (fourth variable). The device status is returned with each reply from the device.

An example application would be a smart mass flow meter. Using just the standard mA signal from the
flow meter provides one field measurement; flow. Using the mA signal with HART provides additional
process information. The mA signal representing flow is still available. The HART configuration of the
flow meter could be set for PV being mass flow, SV being static pressure, TV being temperature, and FV
being a digital representation of the mA signal. In addition to these additional process variables, device
status would also be provided via HART. Instead of just one process variable the controller now sees
three process variables, has a check on the mA signal, and has a reading of device status. HART
connectivity provides all this with no changes to the existing 4-20 mA wiring.

This HART connectivity also allows remote configuration and troubleshooting of field devices using
FactoryTalk AssetCentre.

Benefits of HART enabled I/O

In the past, external HART multiplexers were often used before the analog input modules to capture the
HART data. With the 1756-IF8H and 1756-OF8H HART analog I/O modules, there is no need for this
additional hardware. HART modems are built into the analog I/O modules.

Communication basics
The HART field communications protocol is widely accepted in industry as a standard for digitally
enhanced 4-20 mA communication with smart (microprocessor-based) field devices. A digital signal is
superimposed onto the 4-20 mA current loop to provide two means of communication from the device.
The 4-20 mA analog channel allows a single process variable to be communicated at the fastest possible
rate while the digital channel allows access to multiple process variables, data quality and device status
information. The HART protocol is designed to allow these simultaneous communications channels to be
used in a complementary fashion.

Page 11 of 98
Each HART field device can have two masters; one typically being the controller and the other typically
being a PC with device maintenance/management software. The HART communications protocol
supports two different types of communication modes; burst and command-response. In the burst mode
the field device is configured by a master to continuously publish process variables and status data.
Burst mode can tie-up a HART communications path and is not supported by PlantPAx platform. In the
command-response mode the master issues a request command and the field device provides a
response.

In our case, FactoryTalk AssetCentre Process Device Configuration capability is the same master as the
controller. It would be Secondary masters if it accessed the HART network through a different piece of
hardware – for example an external Elcon multiplexer or a Meriam Handheld.

As previously stated, the commands can be accepted from either of two master devices. The controller
will be one of the master devices, and will be continuously obtaining information from the field device.
The second master will typically be device maintenance/management software, which will be used only
periodically or as needed to communicate with the field device for configuration or troubleshooting.

No matter what command is issued; the response always contains device status information in addition to
process variable or device configuration information.

Page 12 of 98
HART Preferred Integration

In this section of the lab you will review the Add-on Instructions to provide HART data to the PlantPAx
HMI. We will examine some of the data available via HART. For our lab purposes, we are interested in
enabling HART in the IO module and then providing the HART data to the operator and maintenance
workers.

Note: We have already set up and configured the devices in part 1 of the lab. Now we are going to
provide the controller configuration so that we can run the plant effectively using HART information from
the instruments.

Configure the HART module

1. The controller project files are located in the folder LAB_DOCS found on the desktop.

2. Open the folder by double clicking on it and then double-click on file HART_Lab.ACD to
open the file within the RSLogix 5000 software.
3. You are asked to add the new transmitter on a new storage tank and therefore you must
add a 1756-IF8H module to the IO tree in RSLogix 5000.
In the IO Configuration of the RSLogix 5000, right-click on I/O Configuration and select
New Module.

Page 13 of 98
4. First, click the check box “Close on Create” in the lower left corner. Scroll to find the 1756-
IF8H module. Select 1756-IF8H and click Create.

5. In the Module window, name the module HART_IF8H. Select Slot 3 since the HART
module is located in slot 3.

Page 14 of 98
6. Next click the Change button in Module Definition.

7. In the Module Definition window click on the Input Data drop down and select Analog and
HART by Channel and click OK. This new Input Data format was introduced in firmware
revision 2.001 and more tightly groups the analog and HART data together for each of the
eight channels.
Note: The 1756-IF8H module is only an analog module by default. HART communication must be
selected.

Page 15 of 98
8. When this warning appears, click Yes.

9. The final step to enable HART is to set up the Configuration tab. Each channel that has a
HART instrument/device must be enabled by clicking the Enable HART box.
Note: You only need to set up Channel 0 for this lab and can leave Channels 1 through 7 at
default
Additionally, the Pass through drop down menu should have Once per channel scan
selected.
Note: This selection will allow Asset Management and/or pass through messaging to be
used. This set up would include any channels that will be accessed using FactoryTalk
AssetCentre.

Page 16 of 98
10. Click OK to continue.
Your HART IO Module is now configured! The IO tree should now look like this:

Page 17 of 98
Configure Add-on Instructions to Exchange Data to the HMI

We do not plan on teaching Add-On Instructions during this lab but give you the ability to use
them. If you want to understand more about Add On Instructions, please look up 1756-PM010B-
EN-P RS Logix5000 Controllers Add-On Instructions.
Add-on instructions provide the basis for an object-oriented programming methodology, where
code is encapsulated into pre-validated modules that can be easily reused without modification.
This allows you to create standardized libraries that can both reduce project development time
and provide consistency to reduce equipment startup and support costs. When using the
PlantPAx device faceplates, you will need to use the Add-on Instructions (AOIs) provided in
your current project.

In this lab you will review the configuration in the I_AB56IF8H Add On Instruction that can
collect and organize data from the 1756-IF8H module parameters and also from an I/O module
query that provides extra HART data via a CIP message from the Controller to the I/O module.
The I_AB56IF8H_Chan Add On Instruction takes specific data from each channel and point and
arranges it for the final P_AIn_56HART Add On Instruction. The I_AB56IF8H_Chan Add On
Instruction will decipher and prioritize the HART Command 48 diagnostic message and send the
highest priority message (numerically) to the P_AIn_56HART Add On Instruction.
The P_AIn_56HART Add On Instruction not only organizes data in a similar fashion as other
PlantPAx operator interfaces but it organizes the data so operators can expect interaction to
remain the same throughout the HMI.
The HART IO provides the primary analog process variable, primary HART process variable,
secondary HART process variable, tertiary process variable, and the fourth process variable
along with status when HART is enabled.
In this lab, you will need to set up the first channel on the 1756-IF8H I/O module. There are 8
channels available on each 1756-IF8H module.

Page 18 of 98
The diagram below shows how the Add-on Instructions covered in this portion of the lab break out
information coming from the HART module.

Page 19 of 98
 Exploring Data Types
Whether using an entire new project or adding to an existing project, the following Data
Types must exist in the RSLogix 5000 project in order to use the AOIs. AOIs have their own
user defined data structure that goes with each instance of AOI used.

1. In order to get an understanding of data types, open Data Types within the Controller
ProcessDemo project in RS Logix5000.

Page 20 of 98
2. Click on the HARTGetDeviceInfo data type under User-Defined to view the structure elements.

Page 21 of 98
 Add-On Instructions
Along with the data types, the following AOIs must be included in the project.

I_AB56IF8H AOI
By default, the 1756-IF8H module provides the structured data for all 8 input channels. The
I_AB56IF8H will take this data, which is spread across all 8 channels, and logically divide it into
8 separate structures (one per channel). In other words, this AOI will allow the user to uniquely
identify the data coming from each channel of the 1756-IF8H module. With each channel‟s data
and status being structured and named consistently, it is now easier to access information on a
per channel basis.

This instruction is configured to provide 8 channels with each containing the following:
When HART is enabled the module automatically provides

Primary Analog Variable and Status

Primary HART Variable and Status via HART

Secondary HART Variable and Status via HART (if available)

Third HART Variable and Status via HART (if available)

Fourth HART Variable and Status via HART (if available)

The 8 additional query messages in the I_AB56IF8H AOI provides the following data

Tag name from Device via HART

Description from Device via HART

Message/Label from Device via HART

Zero and Span from Device via HART

Primary Variable Engineering Units via HART

Page 22 of 98
Configure the HART module AOI (I_AB56IF8H)
At this point this AOI has already been added to this routine which will significantly reduce work setting up
messages for the entire IO card. Remember that your job will only be to set up channel 0 and not all 8
channels.

1. While in HART_Lab project, navigate to AO_MainTask -> Control Modules, double-click on

HART_AB_IF8H1 to Open.

2. You should see the function block with an error signified by a red X on the top left of the
block.

Page 23 of 98
3. On IF8H_Mod_01 function block click to highlight the ModuleInputAddress field and enter
Local:3:I.
Note: This will direct the AOI to look at the module in slot 3 of the local chassis (remember
that the first position for these chassis start at slot 0). Notice that the various channel inputs
already have been defined below, meaning that only the IF8H‟s location was missing.
Note: When using this AOI again for another IF8H module, additional tags have to be
created. A system or naming convention must be developed for your project before this AOI
is copied.
When finished the errors should disappear and the function block should look like this.

4. By clicking on the View Configuration button for Channel 0 (Channel where the CerabarS is
attached) you can view the message setup configuration.

Page 24 of 98
5. By viewing the messages in the AOI you get an idea that each channel must ask the module
for each HART instruments data. Each CIP Generic message asking for HART data directly
from the IO module must be set up exactly to get channel data from the HART IO module to
a specific user defined data location. You can see the output of this message by looking at
the data in HARTInMod_GetDevInfo.ModuleDeviceInfo[0]. The details to this setup are
documented in the 1756-IF8H user manual. The Instance refers to module input 1 through
8 when referring to the 8 channel card. This pre-configured message helps to understand
how to set up the message so that they can be modified and used with multiple IF8H cards
and multiple channels.
Note: The entire message configuration is already set up to give you understanding and to
prevent mistakes.

Page 25 of 98
6. On the Communication Tab, browse the path as needed which in this lab is the 1756-IF8H
name in the I/O Configuration.

7. Click the Tag tab. This is the name of the CIP message.

The I_AB56IF8H AOI is now configured to exchange data with the entire 1756-IF8H I/O module!
Note: We did not have you set up all 8 messages due to time constraints in this lab. This can
be done easily via our configuration tool or a copy/paste operation.
Click OK to save any changes made.

8. Save project by clicking on the save icon .

Page 26 of 98
I_AB56IF8H_CHAN AOI
While the previous AOI took the raw input from the IF8H card and broke it up into 8 individual
channels, this AOI now focuses on a single channel and structures the data appropriately.
This instruction is configured to distribute each channel‟s:
1. Primary Analog Variable and Status

2. Primary HART Variable and Status via HART

3. Secondary Variable and Status via HART (if available)

4. Third Variable and Status via HART (if available)

5. Fourth Variable and Status via HART (if available)

6. Instrument diagnostic (HART Command 48) data retrieval

This data is provided by another message query from the 1756-IF8H

Adding a new Function Block Routine

In this section we will add a routine that will hold the function block configuration containing both
I_AB56IFxH_CHAN and P_AIn_HART AOIs.

1. Add a new routine by right-clicking on Control_Modules program and clicking on New

Routine.

2. Type HART_DEVICE into the name and select Function Block Diagram then click OK.

Page 27 of 98
3. Open the new routine by double-clicking on HART_DEVICE in the tree.

4. Right-click on the sheet and click Add Element and type I_AB56IFxH_CHAN.

Click OK when finished.

5. Left click on the name entry in the new AOI and type PT100. Press the Enter key.

Page 28 of 98
6. Left click on a blank part of the sheet. Since this tag is not yet created, right-click on
PT100 and select New “PT100”.

7. Notice that the data type is the AOI defined tag. Set Scope to Controller Scope “Process
Demo” and click Create.

Page 29 of 98
8. Within PT100, type HARTInMod_ChannelData.ChannelData[0] in the RefChanData field
and HARTInMod_DiagDataBool_Chan.ChannelDiagnostics[0] in the
Ref_HARTDiagChan field.

9. Save project by clicking .

Page 30 of 98
How AOI and Faceplates Work
This is a graphic describing how the P_AIn_56HART works within an HMI:

• Pre-designed AOIs provide a two-way exchange of data between the faceplates and the
ControlLogix controller.
• FactoryTalk View SE faceplates provide visualization of instruments connected to the
network interface
• By clicking the pushbutton with a value on a screen the faceplate is linked to the
P_AIn_HART AOI via a tag name and the faceplate values get populated with the AOIs
data.

Page 31 of 98
P_AIN_56HART AOI

The faceplate analog-in-HART AOI (P_AIN_56HART) collects the tag name, description,
engineering unit, process variable, fault bit and ranges provided by the other two AOIs. From
these inputs along with some setup, alarm limits (HiHi, Hi, Low, LowLow), alarm delays, and
alarm dead bands can be configured by the user and stored in the controller. This AOI also has
a parameter for displaying a diagnostic message value. It can be easily set up to display alarms
in the HMI Alarm Summary Server within FT View SE.

To make this AOI work properly, the Inp_PV, Inp_DIagCode1, Inp_DIagCode2, Inp_DIagCode3,
Inp_PVBad, Cfg_InpRawMin, and Cfg_InpRawMax need to be wired. Also, the tag, message,
description, instrument zero and instrument span are passed into the block via the
Ref_HARTData parameter which is a User Defined Tag (UDT) that was set up in the previous
I_AB56IF8H AOI.

Configure the Faceplate AOIs (P_AIN_56HART)

1. Within the HART_DEVICE routine, right-click on the sheet again and click Add Element.

2. Type “P_AIn_56HART” and click OK.

Page 32 of 98
3. Right-click the name entry on the new AOI and select “Edit “P_AIn_56HART_01” Properties.

4. Type PI100 into the name field in Tag Properties window and click OK.

Page 33 of 98
5. Next configure the HART_DEVICE routine to look like this.
Note: If you have difficulty with setting this up please contact an instructor.

Note: Don‟t forget to fill in Ref_HARTData with HARTInMod_GetDevInfo.ModuleDeviceInfo[0].

The HART_DEVICE routine is now configured!

6. Save project by clicking on .

Page 34 of 98
Configure the Jump Subroutines in the MainRoutine
You must add two subroutines in the MainRoutine to enable execution of the two new routines you
worked on. Next we will add the following rungs to the MainRoutine.

1. Open up the master routine in the Control_Modules program by double-clicking

MainRoutine.

2. Press the Down Arrow or Page Down keys to get to the last rung of the MainRoutine.
3. Type “jsr HART_AB_IF8H1” and press the Enter key.
4. Press the Down Arrow to go to the last rung and type “jsr HART_DEVICE” and press the
Enter key.
Two rungs 8 and 9 should be added that jump to the HART_AB_IF8H1 and HART_DEVICE
subroutines.

5. Save project by clicking .

Page 35 of 98
6. Download to the controller, go online and enter run mode.
The HART_DEVICE routine and I_AB56IF8H_CHAN AOI will now be updating data from the
instrument!

You should see live updating data in the HART_DEVICE routine.

Page 36 of 98
Develop the HMI Display Using Pre-designed Faceplates

FactoryTalk View Studio is the tool used to configure graphics for the FT View SE HMI. You will
use this tool to configure a display and faceplate in this section of the lab.
We are going to link the PI100 AOI to an object on the display and view the data.
1. Open FactoryTalk View Studio.

2. Click Site Edition (Network) and click Continue.

Page 37 of 98
3. Select PlantPAx DEMO and click Open.

4. It takes some time to load the project so be patient and once loaded you should see the
project.

Page 38 of 98
5. Under the PlantPAx Demo Project click Graphics and click Displays to open up the
directory.

6. Within the Displays directory, right-click to Open the _premix_01_process display.

Page 39 of 98
7. The _premix_01_process display opens up.

8. Under the PlantPAx Demo click Graphics and click Global Objects to open up the Global
Objects directory.

Page 40 of 98
9. Within the Global Objects directory, right-click to Open the (RA-EH) Process HART Device
Library display.

10. This display contains the display objects for the Endress+Hauser HART devices.

Page 41 of 98
11. Right-click on the Analog Input HART CerabarS(P_AIN_HART) object which is the second
object on the left side of this open global object display and click Copy.

12. Next re-open the _premix_01_process display and right-click within the display and select
Paste.

Page 42 of 98
13. Left click this new global object and drag the object to a position next to the tank on the
display as shown.

14. With the object still in focus, right-click and click Global Object Parameter Values.

Page 43 of 98
15. In the Global Object Parameter Value window click on .

16. Click on L63, right-click and select “Refresh All Folders”.

17. Click on L63 and then click Online.

Page 44 of 98
18. Expand and scroll down the Online menu, expand Program:Control_Modules, select
PI100 and click OK.

19. Now click OK on this screen to link the global object and faceplate to the P_AIn_56HART
AOI.

Page 45 of 98
20. Now click the save button at the top left corner of FT View Studio.

Your display is now complete!

Close FT View Studio and only save the changes for _premix_01_process.gfx.

Page 46 of 98
Review HMI display and Faceplate

The data that you have configured in the instrument can now be viewed in the HMI.

To actually view a display configured in FactoryTalk View Studio, a FactoryTalk View SE Client
must be opened. We have preconfigured a Client for use in this part of the lab.
1. Open the shortcut to PlantPAx Demo Client.cli, which will launch the FactoryTalk View SE
Client.

2. Click the PreMix button on the top banner and Select Premix 1.

3. You should see the Premix 1 display appear.

Page 47 of 98
4. Grab the pressure bulb on the instrument and notice the value change on the object you
installed into the _premix_01_process display. Notice the value and data from the
instrument (eg. XMTR DETAIL, UNITS)

Optional section:
Proceed with the steps below to learn more about the faceplate you‟ve just added, or continue
to the next section that will cover Calibration Management.

5. Click on the object and the Home tab of the Faceplate should appear. Look through the
following tabs and change some of the limits within the faceplate pages.
Home Tab

Maintenance Tab

Maintenance
Mode Pushbutton

Page 48 of 98
Engineering Tab

The Engineering Tab displays scaling from the IO Module as Input Min/Max and scaling
from the Instrument as Scaled Min/Max. This also shows the Tag, Description, and
Label/Message String.

Trend Tab

Page 49 of 98
Alarm Configuration Tab

Check to
Enable AOI
Alarms

Checking the High-High, High, Low, Low-Low, and Device Fault Alarms enable the faceplate
alarms. The Severity is pre-set but can be adjusted. Alarm Delays can be implemented.

Alarm Tab

If an Acknowledge is required, the check boxes above will highlight. Also the bell on the tab
will become a solid or flash “Amber” color.

Page 50 of 98
Here is an example of a HART alarm if the sensor is damaged or disconnected on your
CerabarS:

Note: Due to possible damage to the transmitter on your demo, we can‟t allow the lab to
disconnect the sensor inside the transmitter.

Close the HMI Client at this time.

Page 51 of 98
What is FactoryTalk AssetCentre?

FactoryTalk AssetCentre is the part of the PlantPAx system which provides a centralized tool for
gathering, analyzing, managing and securing automation assets across the entire organization. Perhaps
more importantly, it can do this automatically, with limited additional management oversight or interaction
from employees.

FactoryTalk AssetCentre is built on a server platform that provides common base functions with optional
add-on capabilities that allow reuse of certain functions within specific automation asset types. It is this
integrated and modular design that allows the system to expand as your business initiatives are
implemented and asset management programs are initiated across the facility.

FactoryTalk AssetCentre base server functions include:

a centralized Microsoft SQL Server database that stores all data in the FactoryTalk AssetCentre
application

a source control tool that provides automatic version control

an audit trail that tracks user interactions with FactoryTalk-enabled products

an event logging system that captures system-generated information

reporting capabilities that allow scheduled and on-demand searches on information from audits,
events, or source control history

standardized security using FactoryTalk Security

FactoryTalk AssetCentre has an increasing set of add-on capabilities that allow you to optimize and
leverage your automation investments across the plant. FactoryTalk AssetCentre capabilities that you will
work with in this lab are:

Process Device Configuration

Acting as a host system, or frame application, FactoryTalk AssetCentre gives you the ability to work with
process instrumentation from multiple vendors in one common platform. This reduces time to repair,
leading to less downtime and more efficient maintenance operations. Using FDT Technology to access
device parameters, FactoryTalk AssetCentre aids in configuring, operating, and reading diagnostic
information in process devices. This means you can implement an asset management solution for your
installed asset base that consists of multiple vendors products or for new installations you now have the
freedom to choose best-in-breed instruments and maintenance tools available from the approximately 70
vendors supporting FDT technology.

Page 52 of 98
Calibration Management
FactoryTalk AssetCentre Calibration management capability allows for a paperless calibration solution;
managing calibration requirements, specifications, schedules, calibration results and reporting. When it
comes to managing instrument calibration and system qualifications, FactoryTalk AssetCentre offers
unique advantages. Whether for a single department or an entire organization, your workflow and over-
site practices can be automated, systematized and improved - with 21 CFR Part 11 and Food & Drug
Administration (FDA) & Good Manufacturing Practices (GMP).

Why Add-on Instructions and pre-designed faceplates?

PlantPAx Library code and HMI objects help owners, engineers, maintenance, and operators efficiently
optimize their investments. Not only does the PlantPAx Library provide users with what is needed from
the instruments by the plant personnel, but this tool can ultimately reduce system integration costs by
providing improved integration time and help reduce the implementation risk. PlantPAx Device
Integration Library can reduce startup time, help maintenance reduce downtime, and ensure operations
can get the information needed to run the plant most effectively.

Page 53 of 98
Launching FactoryTalk AssetCentre

In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.

1. Once the user interface of the operating system appears, from the Start menu select
Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk
AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on
the desktop:

After a few seconds, you should see a software interface that looks similar to this:

Page 54 of 98
 FactoryTalk AssetCentre Interface Walk-through
Note: The following screenshots in this section may have small variations to the information shown in
your FactoryTalk AssetCentre Client.

This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, and
manage assets on the plant floor.
This toolbar is used to start
FactoryTalk AssetCentre capabilities.
– opens the asset view
– opens the source control
function
– opens the log viewer, allowing
users to review the content of the
event, audit and diagnostics logs
– opens the schedule
management and configuration
function
– opens the search
management and configuration
function
– opens the selected asset‟s
property grid
– opens the application help
This is the Asset - opens the DTM Home
View. It contains the Page. Functions such as Upload,
asset tree, a free-form Download, Online, etc. are available
plant model created by from this page
the system
administrator that - opens the Calibration
represents the management functions
organization of a plant
and the physical
control assets located
in the plant.
Users interact with this
plant model to check
asset configurations in
and out of the system, This is the Workspace Pane.
view audit logs, or FactoryTalk AssetCentre capabilities
manage disaster are opened here for user interaction.
recovery schedules.

Page 55 of 98
What is Process Device Configuration?

The FactoryTalk AssetCentre Process Device Configuration software is used to set up a process device
in PlantPAx. In our case, this is an Endress+Hauser Cerabar pressure transmitter. This software also
allows testing and monitoring of the device.

Introduction to FDT-DTM
FactoryTalk AssetCentre leverages FDT/ DTM technology for its Process
Device Management. The following sections describe this open technology.
Refer to www.fdtgroup.org for additional information.

What is Field Device Tool (FDT)?

FDT (Field Device Tool) technology standardizes the communication interface between field devices and
systems. The key feature is its independence from the communication protocol and the software
environment of either the device or the host system. FDT allows any device to be accessed from
FactoryTalk AssetCentre through any protocol.

Here’s how it works

Suppliers (i.e. Rockwell Automation, Endress+Hauser, Metso Automation, etc.) develop a Device Type
Manager (DTM) for each of its devices or group of devices.

The DTM encapsulates all the device-specific data, functions and business rules such as the device
structure, its communication capabilities, internal dependencies, and the Human Machine Interface (HMI)
structure. The DTMs provide functions for accessing device parameters, configuring and operating the
devices, and diagnosing problems. DTMs can range from a simple Graphical User Interface (GUI) for
setting device parameters to a highly sophisticated application capable of performing complex real-time
calculations for diagnosis and maintenance purposes.

The DTM is managed and launched in FactoryTalk AssetCentre. FactoryTalk AssetCentre contains the
communication component to interface the FactoryTalk AssetCentre Client with the specific fieldbus
communication (e.g., HART, PROFIBUS, FOUNDATION Fieldbus, etc.). FactoryTalk AssetCentre
initiates the DTM and enables the device to interoperate with the system engineering and operating
environment.

The FDT interface is open to all kinds of field busses and thus will allow FactoryTalk AssetCentre to
provide integration for many different kinds of devices.

Page 56 of 98
DTMs and Network Topology
The first step to configuring a device is to create a communication path to the device from the FactoryTalk
AssetCentre Client. This is accomplished by nesting DTMs that represent various levels of the network
topology

For example, let look at the basic network setup shown below:

To configure the E+H Cerabar (pressure) device from the FactoryTalk AssetCentre client, the network
topology would be represented as follows:

Each level of the topology representation corresponds to a DTM. DTMs are nested in an assembly to
create an appropriate communication path from FactoryTalk AssetCentre client to device.

The first DTM, RSLinx 1756 Bus, routes communications from the FactoryTalk AssetCentre client to the
backplane of the ControlLogix 1756 Chassis. The second DTM, 1756-IF8H, routes communication from
the backplane of the ControlLogix 1756 Chassis to the HART protocol. Lastly, the CerabarS DTM talks
HART and is capable of configuring the CerabarS instrument.

Page 57 of 98
Configure DTM Networks

In this section, you will create a DTM network to communicate with the E+H CerabarS pressure
transmitter in your demo kit. The required DTMs have already been installed and enabled for use on your
computer; you will be building the communication path from the Host PC down to the device.

1. Click the Tasks > DTM Networks menu item. The DTM Network screen is opened:

The DTM network is where you configure DTM communications.

2. Select Host PC and then Click Add DTM

Note: You will notice that for each step in this section, only supported DTMs are presented based
upon the upstream and downstream supported protocols.

Page 58 of 98
Add RSLinx 1756 Backplane DTM

1. The Add new device dialog is displayed:

2. Select the Rockwell Automation RSLinx 1756 Backplane DTM and click OK. Note that
an obsolete version of this DTM appears in the list, symbolized by a red octagon in the first
column.

3. Select/highlight the RSLinx 1756 Backplane DTM and click Open. The DTM Network
Configuration Screen is opened for the RSLinx 1756 Backplane DTM

Click here to
set the path to
the RSLogix
controller‟s
backplane

Page 59 of 98
4. In order to communicate with the controller in your demo kit, you must select the CIP path to
the RSLinx 1756 Backplane. Click the Select path button to select the path. An
RSLinx “Who” dialog is opened.

5. Open the AB_ETHIP-1 EtherNet/IP driver and expand the tree by clicking the + symbols
until you reach the Backplane, 1756-A4/A Ethernet module at IP address 192.168.1.113.
Select the Backplane icon (as shown below) and click OK.

The CIP path to the backplane on your controller is filled in.

Note: You may wonder why you don‟t select the 1756-IF8H HART module directly; remember that at
this point you are configuring the RSLinx DTM to talk to the HART module via the controller‟s
backplane, and that path to the backplane is what the DTM needs. When you configure the DTM in
the next step you will select the HART module.

This allows for easy configuration of several 1756 HART modules in the same backplane.

6. You are now finished configuring the CIP path to your controller‟s backplane, Click Next.

Page 60 of 98
Add 1756-IF8H/A Hart module DTM

1. Now you will add the DTM that represents the 1756-IF8H/A HART module. Select the
RSLinx 1756 Backplane node in the network topology and click Add DTM.

The Add New Device dialog is again displayed. This time FactoryTalk AssetCentre filters the list of
available DTMs to display only 1756 supported DTMs. Select the 1756-IF8H/A gateway device and
click OK.

Note: The gateway, called 1756Bus, and the 1756-IF8H/A communications module are added to the
topology tree.

2. On the Configuration tab, select 3 in the Slot Number drop-down list. Press the Enter key to
confirm the slot number.

Select Slot
Number 3 and
Press ENTER

Note: Stop! Did you push Enter? If so, the circular icon next to the slot number in the
picture above should be gone. Be sure that icon is gone before continuing!

3. You are now done with the configuration of the 1756-IF8H module. Click Next to close the
Configuration tab.

Page 61 of 98
4. You will now scan the HART module to discover any HART devices on it. Select the 1756-
IF8H/A module and click Scan Network. The Select communication channel dialog is
displayed. Because the HART module is an 8 channel device, this dialog lists channels 0
(HARTCH_0) through 7 (HARTCH_7) and allows you to specify which channels to scan.
Browsing only those channels that you know contain devices can save you a considerable
amount of time.

5. The transmitter in your demo kit is using Channel 0, so click HARTCH_0 to select it and
click OK.

Page 62 of 98
6. Channel 0 is scanned by the HART module to detect any installed HART devices.

The scan of a HART channel will take a minute. The scan should find an Endress+Hauser transmitter
device on Channel 0.

Press OK to the Scan Results Dialog.

Your topology should now look like this:

Once you see the CerabarS device in your DTM Network, you are finished assembling the DTMs for
communication with it and are ready to configure the device with AssetCentre.

7. Click Close to close the DTM Network screen.

Page 63 of 98
Add a Process Device to the Asset Tree

Now that the E+H CerabarS transmitter device DTM has been created in the DTM Networks, you can add
the HART field device to the FactoryTalk AssetCentre View.

Enter Design Mode

1. Click the Design button to enter Design mode. The Asset View will update and look
like this:

This is the Asset Toolbar. Use

the toolbar icons to build your plant
model.
Enter/ exit Design mode to
modify the asset tree.
Create a new container
or asset in the asset tree
Delete a container or
asset from the asset tree
Modify the selected
container or asset
security settings
Modify the selected
container or asset
properties

This is the asset catalog. Use this

catalog to populate the asset tree.
A variety of devices and containers
are available to you.

Page 64 of 98
Create a container

1. For organization purposes we are going to add our new Pressure Transmitter under a
container called Transfer Line.

2. Expand InstaCorp to Process Area.

3. Select Process Area by clicking once on the name.

4. Right mouse click on Process Area and select to add a New item

5. Select the Generic Container object by clicking it once.

Page 65 of 98
6. Add the Generic Container to the Process Area by clicking the OK

This adds the container to the plant model and opens the container property page:

Replace the system default name of

“Generic Container” with “Transfer
Line”

7. Name the container “Transfer Line” and click OK. A new container item is added to the
Asset Tree.

Add Instrument

1. Right mouse click Transfer Line and click the New

Page 66 of 98
2. Select the Instrument asset type by clicking it once.

3. Add the Instrument to the Transfer Line container by clicking OK

This opens the property sheet for an Instrument asset. Note, property sheets are different depending
on the asset type.

4. Name the Instrument “PT100” and click OK.

5. Select the PT100 instrument in the Asset Tree and click the Properties button.

6. The DTM Addressing Info property is used to designate a communications path to a DTM
device. Select the DTM Addressing info property. A browse button is displayed for the
property value.

7. Click the browse button. The Select Single DTM Device is displayed.

Page 67 of 98
8. Select the DTM that was just configured.

Note: Any DTMs that have been added to the DTM Network will appear for selection here.

9. With the CerabarS instrument selected in the list, click OK. The Device Name, Firmware
Revision, Hardware Revision, and other properties are automatically filled in the properties:

Note: Your
Instrument
properties will be
different due to your
specific device
instrument. e.g.,
Serial Number

Page 68 of 98
10. Click OK to close the device‟s property dialog. The PT100 process instrument should now
be in your Asset Tree under the Transfer Line container.

Exit Design Mode

11. You are now finished editing the asset tree structure, so click the Design button again
to return to the run mode. The Asset Catalog will close.

Page 69 of 98
DTM View

Now that the instrument is a part of your asset view, you can go online with it, configure its parameters,
and perform other actions provided by the device DTM.

1. Select the PT100 instrument asset in the asset tree and click the DTM View button on top of
display

The DTM View tab is opened and the Home page is displayed.

Page 70 of 98
The following items are available from the Home page:
Field Description
Open Opens the device configuration data. Depending on
Current Status (see below) the open command will
either go to an Online or Offline state
Upload Will upload from the device and save to offline
configuration data
Download Will download offline configuration to the device
Online / Offline (with Determines when the device is open to either go to an
Current Status) Online or Offline state. The current selection is shown
Device / Network Used primarily to determine the quality of the DTM
diagnostics selected, DTM Network configuration; including
connectivity to the device itself

2. Click the Online and then Open in the DTM View to

open the pressure transmitter device:

Current Status: Online

Note: When you are offline with the device, all changes and settings are stored locally on the PC and
are not sent to the device. When you later go online with the device you can transfer the parameter
changes to the device by performing a parameter download. If online parameterization is performed
when you are online with the device, all changes are transferred directly to the device.

Page 71 of 98
Configure Instrument
We will now change the device TAG, DESCRIPTION, and MESSAGE.

1. In the Label area, select HART DATA. The DTM View display changes and shows the
online HART data from the device. Note: It may take a moment to retrieve the data from the
device. When the DTM has retrieved all values from the device, the display should look
something like this:

Page 72 of 98
2. Enter PT100 for the CUST. TAG NUMBER (TAG) field.

Note: CUST. TAG NUMBER, ADDITIONAL INFO, HART MESSAGE might already be filled in with
the suggested text values.

Before the value is being written to the device, it will look like this:

Note: Press Enter to confirm the change. When the device has accepted the new parameter value,
the icon will change to a yellow „i‟.

3. Enter PRESS for the ADDITIONAL INFO (DESCRIPTOR) Field.

Press Enter to confirm the change. When the device has accepted the new parameter value, the icon
will change to a yellow „i‟.

4. Enter XMTR DETAILS for the HART MESSAGE Field.

Press Enter to confirm the change. When the device has accepted the new parameter value, the icon
will change to a yellow „i‟.

You should see the following when finished (note that „Date‟ may vary):

5. Close DTM View by clicking on Close at right corner of the DTM View. Make sure not to
close FactoryTalk AssetCentre Client or you will need to reopen it.

Page 73 of 98
What is Calibration Management?

Calibration Management is the process of recording that calibration activity actually occurred at the
appropriate time and capturing the results of calibration activity. Further, Calibration Management, will
schedule these manual calibration operations on process devices, test instruments, and other hardware.

Calibration management functionality provided by the PlantPAx Calibration Management feature is

implemented by a software product called ProCal version 5 (PCV5). FactoryTalk AssetCentre uses this
software product to provide Calibration Management behavior. Three distinct characterizations are useful
with respect to a given piece of Calibration Management functionality:

The Calibration Management functionality is completely contained within PCV5, but accessed
solely through AssetCentre.

The functionality is triggered or started within AssetCentre and carried out in PCV5.

There is AssetCentre-specific behavior that lies outside PCV5, but influences or controls PCV5
behavior.

ProCalV5 Interface Walk-through

In this section of the lab we are going to leverage the pressure transmitter previously configured
extending FactoryTalk AssetCentre to manage the calibration of this device electronically. We will do
this by:

linking the device to FactoryTalk AssetCentre Calibration Management capability

setting up additional calibration management specific data

performing a mock calibration

viewing a report using one of the standard reporting templates

Create a Calibration link

1. If the Asset Tree is not already expanded, click the expand buttons until you can see
Process Area > Transfer Line, select PT100 from the Asset Tree.

Page 74 of 98
2. Click the Design button to enter Design mode. The Asset View will update and look
like this:

Link FactoryTalk AssetCentre device to ProCalV5

3. Click the Properties button to display the properties screen.

Page 75 of 98
4. Click the ProCalV5 Company property and click the browse button, select Rockwell
Automation from the ProCalV5 Companies list and click OK.

ProCalV5 has the ability to store and manage calibration data from multiple companies. However,
only one company‟s data can be accessed at a time, providing strong data separation security. This
capability is useful whether you‟re a System Integrator (SI) or Original Equipment Manufacturer
(OEM) or End User; keeping departments, locations or customer‟s calibration records separated.

Note: The ProCalV5 Company of Rockwell Automation has been previously created.

5. Next, click the ProCalV5 Linked Item property and click the browse button.

6. Click the New ProCalV5 Instrument Name property. Enter PT100 and then click Create.

This will create a new calibration instrument in the ProCalV5 database. PT100 should now be available
in the list box.

TIP: Multiple instruments may be created from this display - simply enter another name and click
create again. Also, the “Initialize with Current Property Value” will use FactoryTalk AssetCentre device
properties to initialize the ProCalV5 properties (e.g., Manufacturer, Serial number, model number, etc.)

Status: A least one FactoryTalk Asset

must be linked to ProCalV5 for the status
to be Active.

TIP: ProCalV5 calibration operations are

not allowed if the device is Inactive.

Links: Indicates how many FactoryTalk

AssetCentre Instruments are linked to the
associated ProCalV5 device. Note:
Multiple FactoryTalk assets may be
linked to a single ProCalV5 device.

Page 76 of 98
7. Select your newly created PT100 from the list box, click OK.

8. Your properties screen should look like this:

9. Click OK to exit the PT100 Properties screen.

Exit Design Mode

10. You are now finished configuring FactoryTalk AssetCentre, so click the Design button
to exit the design mode.

Page 77 of 98
Master Instrument Record

1. Select the PT100 device if it is not still selected, and click the Calibration
button form the menu tool bar.

The following screen is displayed. Note: The Calibration Master Data is synchronized with the ProCalV5
calibration data. ProCalV5 contains the master data.

Short-cut menu options for

ProCalV5 program

Open Instrument record or

perform a New Calibration in ProCalV5

Create a new
ProCalV5 device (System, Loop,
Instrument, Equipment or Test
Instrument)

Refresh Calibration Data

Sort by Alphabetical

Sort by Groups

ProCalV5 Data

Page 78 of 98
Master Instrument Record (MIR)

1. Click the PT100 button and select Open Instrument.

2. Click the Hide button to close the reminder screen. This will open the Master
Instrument Record for PT100 in ProCalV5.

Page 79 of 98
The master instrument record is used to display and modify the device Master Instrument Records (MIR).
The MIR is used to enter all of the instrument‟s information that will remain constant, such as model
number and serial number. The MIR that is entered will be the basis for creating calibration records for
those instruments. For the purposes of this lab we will only go through the General and Calibration Tabs.

3. Enter the following Information for the Master Instrument Record (MIR) header data:

Master Instrument Record

Instrument ID PT100 <Auto Filled>

Description Transfer Line Pressure

Page 80 of 98
General Info Tab
The general tab contains data about the physical instrument such as Manufacture and Serial Number.
You may also assign a Department (with or without corresponding Approval Policy), and determine the
primary Calibration Schedule.

1. Enter the following on the General Information Tab Points Tab:

General Tab

Manufacturer Endress+Hauser <Auto Filled>

Model Number CerabarS

Serial Number XXXXXX <Auto Filled>

Status Awaiting Calibration

Department Process Area

Classification NON GMP Critical

Equipment ID n/a – leave blank

Instrument Type Pressure

Document ID n/a – leave blank

Calibration Frequency Annual

Keep on Schedule <checked>

Approved By <checked>

Page 81 of 98
2. Click the save button.
Your General Tab should look like this:

Page 82 of 98
Calibration Points Tab

1. Click the Calibration Points tab

The Calibration Points tab is the page that contains fields to enter calibration information for the
instrument, such as # of cal points, stated accuracy, resolution, etc. This information is then used to
calculate the high and low spec and control limits for the instrument‟s calibration.

2. To begin adding calibration information, you must first click the Add Group button,

which will bring up blank calibration specification field and the grid.

Page 83 of 98
3. Enter the following on the Calibration Points Tab:

Calibration Points Tab

Group Name Standard

# Cal Points 4

Click “Show Group Options” button Check “Auto Recalculate Limits”

Input Type psi

In Res 0.1

In Low Range 0

In High Range 10

Input Tolerance .1

Correlation to Output Linear

Output Signal Type mA

Out Res 0.1

Out Low Range 4

Out High Range 20

Stated Accy Pct of Range

Range Acc% 1%

Plus/Minus 0.5

Use Control Limits Checked

Control % 80%

Click “Calculate” button Select “Auto Assign Inputs”

4. Save the Calibration Points by clicking the save icon.

Page 84 of 98
Your Calibration Tab should look like this:

5. Click the Report Preview button to see the standard Instrumentation Report.

6. Close the Report Preview

Page 85 of 98
7. Set focus back to FactoryTalk AssetCentre, with PT100 selected and the Calibration View

open, click the Refresh button. Updated information from ProCalV5 is

displayed, including the new Calibration Points configuration.

8. Click Calibration Points, all the ProCalV5 calibration points‟ data are displayed as
configured.

Page 86 of 98
9. Note: The Test Points property has multiple data values associated with it. Click the Test
Points property and click the browse button to view this data.

10. Close the Test Points screen to return to the Calibration View

Page 87 of 98
Perform a Mock Calibration

In this section of the lab we are going to enter the results of a mock calibration performed on pressure
transmitter PT100. Once we‟ve entered the data we will preview the data in a standard ProCalV5 report
and lastly view the results in FactoryTalk AssetCentre.

New Calibration

1. In FactoryTalk AssetCentre, click the PT100 calibration button and select New Calibration.

2. ProCalV5 opens and displays the Calibration Information Tab. These screens (Tabs) are used to
add, display, modify, and delete results of a device calibration.

3. Select Scheduled for Calibration Type

4. Select John D’Mico for Who Calibrated

Page 88 of 98
Enter Calibration Results
5. Click the Test Results Tab of Calibration.

6. Enter the following Calibration Information.

Calibration

Readings See below

Page 89 of 98
 TIP: It is not necessary to fill in all
empty fields in the Calibration Tabs,
however you must enter an
Instrument ID, the Calibration Date
and the Result of either a “Pass, “Fail”
or Incomplete” to save a new record

7. Enter the following Calibration Information.

Calibration

Pass Selected

Adjusted to Improve Checked

8. Change Status from Awaiting Calibration to In Service.

Page 90 of 98
9. Next, click the Test Instruments Tab and select FLUKE744-0001 and click the button.

NOTE: Specifying a test instrument used in the calibration procedure is useful for reporting purposes.
If the test instrument itself was out of calibration for a period of time, a report can be run to find out
what instruments where “calibrated” with the out of calibration test instrument, only re-calibrating the
instruments effected – saving time and money!

10. Click the Notes Tab and Add a Note per below:

Calibration Results
1. Go back to the Calibration Information Tab by clicking Calibration Information and check the
Finalized parameter

Page 91 of 98
2. Click the save button.

Notice the Entered by, date, last modified data, next calibration data, etc. has been updated.

3. Click the Report Preview button to see the standard Calibration Report.

4. Close the Report Preview

5. Close the Calibration window.

6. Close the Master Instrument Record window if open.

7. Let‟s run a Traceability report on the FIELD_CALIBRATOR that we used during the calibration
procedure.

Page 92 of 98
8. Select from the file menu, Reports > Test Instrument > Test Instrument Reverse Traceability.

9. Select the FLUKE744-0001 for the Test Instrument ID.

10. For the Start and End Date enter today date MM/DD/YYYY or use short cut keys.

TIP: Use the built in short cut keys

11. Click the Preview button to view report

Page 93 of 98
12. Close the Report Preview

13. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.

14. Click the Refresh button to update the Calibration View. Calibration History is now a Tab
in the view. Click the Calibration History Tab.

15. Click Calibration History properties to view the calibration pass/fail results.

16. Close the Calibration History List.

Page 94 of 98
Modify Calibration Frequency
For this portion of the lab, we are going to change the calibration frequency of PT100 from Annual (1
year) to a Bi-Yearly (every 6 months) frequency.

1. Open PT100 Master Instrument Record in ProCalV5. To do this, right-click the PT100 on the Asset
View in AssetCentre and select ProCalV5>Open. If the Master Instruments Record for PT100 does
not open automatically, click Instruments in the left column.

2. Notice for the Calibration frequency only Annual and Monthly are available. Bi-Annual is not available
because it has not been created yet.

3. Close PT100 Master Instrument Record by clicking the close button.

4. To add Bi-Annual as a calibration frequency go to Lists from the ProCalV5 file menu and select
Calibration Frequency.

Page 95 of 98
5. Type Bi-Annual for Calibration Frequency name and set to Every 6 Months using the dropdown.

Your Calibration Frequency dialog should now look like:

Allow system to Roll Dates Forward if Actual Event Date is within section provides you with 2 options.

[#] Days of Scheduled Event Date circle allows you to declare exactly how many days before
the due date, that work or a calibration can be successfully completed and still have the next
due date automatically roll forward.

Calendar Week of Scheduled Event Date circle will allow for the work or calibration to be
completed up to 1 calendar week before the due date. If this setting is selected, the Days of
Scheduled Event Date circle will be grayed out and inaccessible since it is not applicable.

NOTE: If the calibration is unsuccessful or fails, no dates will be rolled forward.

6. Click the save button.

7. Close the Calibration Frequency dialog

8. Reopen the Master Instrument Record (MIR) by clicking the Instruments button in the left column of
the ProCalV5 software.

9. Change the Calibration Frequency to our new Bi-Annual option

10. Click the save button and verify that the Next Cal Date has changed.

11. When done verifying the Next Cal Date, exit out of ProCalV5.

12. Exit/Close the FactoryTalk AssetCentre Client.

Page 96 of 98
Conclusion

You have successfully completed this lab.

In this lab you have learned quite a bit on how to navigate the user interface and capabilities of this
exciting new version of FactoryTalk AssetCentre. You have seen how simple it is to add and configure
new assets in the system. You have experienced firsthand the power of the FactoryTalk AssetCentre
audit log and search capabilities. You can appreciate the system‟s straightforward design that integrates
with the plant model to compile a list of assets to operate on, and automatically adds or deletes assets
from the schedules as you maintain the plant model.

Assets and intellectual property are the key components companies use to manufacture products and
increase profit through productivity. Without the proper investments in both, the plant or process does not
produce and production suffers. One of the most important things a company can do to maintain quality
and therefore their bottom line, is to protect their assets and intellectual property. In this lab, you saw how
different FactoryTalk AssetCentre capabilities can be used to help protect your critical assets and
intellectual property, and therefore your bottom line.

Additionally, you set up the controller with pre-configured Add-on Instructions to provide the E+H
faceplate information that a maintenance person or operator could use to ensure that the plant is running
optimally. These faceplates can save time for the engineer and reduce risk while maintaining a standard
look and feel while using the PlantPAx HMI.

Page 97 of 98
Notes

Page 98 of 98
Publication XXXX-XX###X-EN-P — Month Year 10 of 10 Copyright© 2011 Rockwell Automation, Inc. All rights reserved.
Supersedes Publication XXXX-XX###X-EN-P — Month Year
PlantPAx: Field Device Interface and Asset
Management Lab
PROFIBUS PA VERSION

For Classroom Use Only!

 Important User Information
This documentation, whether, illustrative, printed, ―online‖ or electronic (hereinafter ―Documentation‖) is intended for use only as
a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation
should only be used as a learning tool by qualified professionals.

The variety of uses for the hardware, software and firmware (hereinafter ―Products‖) described in this Documentation, mandates
that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been
taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable
laws, regulations, codes and standards in addition to any applicable technical documents.

In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter ―Rockwell Automation‖) be
responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in
this Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on the
alleged use of, or reliance on, this Documentation.

No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software
described in the Documentation.

Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for:
• properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation
or third-party provided instructions, warnings, recommendations and documentation;
• ensuring that only properly trained personnel use, operate and maintain the Products at all times;
• staying informed of all Product updates and alerts and implementing all updates and fixes; and
• all other factors affecting the Products that are outside of the direct control of Rockwell Automation.

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is
prohibited.

Throughout this manual we use the following notes to make you aware of safety considerations:

Identifies information about practices or circumstances

that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.

Identifies information that is critical for successful application and understanding of the product.

Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you:
• identify a hazard
• avoid a hazard
• recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.
PlantPAx: Field Device Interface and Asset
Management Lab (PA VERSION)

Contents

About this Hands-On Lab ........................................................................................................................... 6

What you will accomplish in this lab .............................................................................................................. 6

Who should complete this lab ....................................................................................................................... 6

Document conventions .................................................................................................................................. 7

Lab backdrop ................................................................................................................................................ 8

Tools & prerequisites ................................................................................................................................. 9

Classroom setup ......................................................................................................................................... 9

Software ........................................................................................................................................................ 9

Hardware ..................................................................................................................................................... 10

Lab files ....................................................................................................................................................... 10

User and Passwords ................................................................................................................................... 10

What is the 1788HP-EN2PA-R Profibus PA Linking Device? ............................................................... 11

Introduction to PA ..................................................................................................................................... 11
Communication basics ................................................................................................................................ 11

PA Preferred Integration........................................................................................................................... 12
Configure ControlLogix ............................................................................................................................... 12

Configure Add-on Instructions to Exchange Data to the HMI .............................................................. 26

Setting up the RSLogix 5000 Project ...................................................................................................... 27

Add-On Instructions .................................................................................................................................... 27

Page 3 of 91
Adding a new Function Block Routine ........................................................................................................ 27

P_AIN_PAR AOI ......................................................................................................................................... 31

Configure the Faceplate AOIs (P_AIN_PAR) ............................................................................................. 31

Review HMI display and Faceplate .......................................................................................................... 43

What is FactoryTalk AssetCentre? .......................................................................................................... 48

Process Device Configuration ..................................................................................................................... 48

Calibration Management ............................................................................................................................. 49

Why Add-on Instructions and pre-designed faceplates? ............................................................................ 49

Launching FactoryTalk AssetCentre ...................................................................................................... 50

What is Process Device Configuration? ................................................................................................. 52

Introduction to FDT-DTM ............................................................................................................................ 52

What is Field Device Tool (FDT)? ............................................................................................................... 52

Here‟s how it works ..................................................................................................................................... 52

DTMs and Network Topology...................................................................................................................... 53

Configure DTM Networks ......................................................................................................................... 54

Add a Process Device to the Asset Tree ................................................................................................ 58

Enter Design Mode ..................................................................................................................................... 58

Create a container ....................................................................................................................................... 59

Add Instrument ............................................................................................................................................ 60

Exit Design Mode ........................................................................................................................................ 63

DTM View ................................................................................................................................................... 64

View Instrument Status and Configuration .................................................................................................. 66

What is Calibration Management? .......................................................................................................... 68

ProCalV5 Interface Walk-through ............................................................................................................ 68

Create a Calibration link .............................................................................................................................. 68

Link FactoryTalk AssetCentre device to ProCalV5 ..................................................................................... 69

Exit Design Mode ........................................................................................................................................ 71

Master Instrument Record ........................................................................................................................... 72

Page 4 of 91
Master Instrument Record (MIR) ............................................................................................................. 73
General Info Tab ......................................................................................................................................... 75

Calibration Points Tab ................................................................................................................................. 77

Perform a Mock Calibration ..................................................................................................................... 82

New Calibration ........................................................................................................................................... 82

Enter Calibration Results ............................................................................................................................ 83

Calibration Results ...................................................................................................................................... 85

Modify Calibration Frequency ..................................................................................................................... 89

Conclusion ................................................................................................................................................. 91

Page 5 of 91
About this Hands-On Lab

Welcome to the PlantPAx device interface and asset management Hands-On Lab! This session provides
you with an opportunity to explore FactoryTalk AssetCentre capabilities related to process control
applications and including smart instrument information on the operator console or Human Machine
Interface (HMI). Process capabilities such as configuring an instrument, setting up an instrument
calibration system and displaying Profibus PA (PA) data in the HMI will be shown in this lab. The
following sections explain what you‟ll be doing in this lab session, and what you will need to do to
complete the hands-on exercises.

What you will accomplish in this lab

As you complete the exercises in this hands-on session, you will:

Configure instrument using PlantPAx

o Input instrument tagname

o Verify lower range value, upper range value, and units

Download instrument configuration to instruments and PA bridge using PlantPAx

Set-up controller configuration with PlantPAx

Download controller configuration with PlantPAx

Set-up a PA Faceplate with PlantPAx

View the PA instrument data with the PlantPAx HMI

View PA instrument configuration with PlantPAx Asset Management software

Calibrate process instrumentation using PlantPAx

o View calibration reminders

o Create a Calibration Master Instrument Record

o Perform a mock calibration

o View Calibration results

o Create a calibration certificate

o Create a new frequency of calibration

Who should complete this lab

This hands-on lab is intended for individuals who build, operate or maintain process plants using smart
instruments.

Page 6 of 91
Document conventions
Throughout this workbook, we have used the following conventions to help guide you through the lab
materials.
This style or symbol: Indicates:
Words shown in bold italics (e.g., Any item or button that you must click on, or a menu
RSLogix 5000 or OK) name from which you must choose an option or
command. This will be an actual name of an item that
you see on your screen or in an example.

Words shown in bold italics, An item that you must type in the specified field. This is
enclosed in single quotes (e.g., information that you must supply based on your
'Controller1') application (e.g., a variable).
Note: When you type the text in the field, remember that
you do not need to type the quotes; simply type the words
that are contained within them (e.g., Controller1).

The text that appears inside of this gray box is

supplemental information regarding the lab materials, but
not information that is required reading in order for you to
complete the lab exercises. The text that follows this
symbol may provide you with helpful hints that can make
it easier for you to use this product. Most often, authors
use this “Tip Text” style for important information they
want their students to see.

Note: If the mouse button is not specified in the text, you should click on the left mouse button.

Page 7 of 91
Lab backdrop
In this lab you will be acting as a control system engineer in a process plant. The PlantPAx Asset
Management (FactoryTalk AssetCentre), PlantPAx Engineering (RSLogix 5000) and PlantPAx
Operations (FactoryTalk View Site Edition) components are already installed and running; you are
responsible for maintaining support for PlantPAx system in your plant.

Process production consists of a tank farm of raw materials from receiving, a couple of batch tanks and
holding tanks as shown below:

Page 8 of 91
Tools & prerequisites

For this Hands-On Lab, we have provided you with the following materials that will allow you to complete
the labs in this workbook.

Classroom setup

This lab is conducted using a VMWare Workstation virtual machine running on each PC. VMWare
Workstation is virtual machine software that allows you to emulate one or more PCs on your „host‟ PC.

Neither FactoryTalk AssetCentre or FactoryTalk View Supervisory Edition require a domain; this lab is
conducted in a Windows workgroup named WORKGROUP.

Software
This Hands-On Lab implements a VMWare Session running on the lab PC:

Microsoft Windows 2003 Server R2 with SP2

FactoryTalk AssetCentre v4.00.00

FactoryTalk AssetCentre Disaster Recovery for Rockwell Automation

FactoryTalk AssetCentre Calibration Management

Prime Technologies ProCalV5

FactoryTalk AssetCentre Process Device Configuration

FactoryTalk View SE v5.10

FactoryTalk Automation Services Platform

RSLinx Classic v2.59

RSLogix 5000 v20

VMWare Workstation v8.0

MSSQL 2005 SP2

Page 9 of 91
Hardware
This Hands-On Lab uses:

ControlLogix HART Demo

o 1756-L63 ControlLogix PAC – Slot 0

o 1756-ENBT Ethernet module - Slot 1 (IP 192.168.1.113)

Note: The HART card and HART instrument will not be used in this lab

EN2PA-R Demo

o 1788HP-EN2PA-R PA Linking Device – (IP 192.168.1.116)

o PA E+H CerabarS Pressure Transmitter.

Lab files
This Hands-On Lab uses the following files:

PA_Lab.ACD

User and Passwords

The following is the Windows user login and password that may be used in the lab:

Login Password Full user name Group / user type

Administrator Rockwell System Administrator Windows Administrator

FactoryTalk Administrators

FactoryTalk Security‟s single sign-on feature has been enabled for this lab. You will not be required to
log into FactoryTalk AssetCentre.

Page 10 of 91
What is the 1788HP-EN2PA-R Profibus PA Linking Device?

Hiprom's Profibus PA Linking Device (1788HP-EN2PA-R) extends the distributed process control
capability of Rockwell Automation's integrated architecture. With the 1788HP-EN2PA-R, you have the
flexibility to do process control with any Logix processor while using the advanced capabilities of network-
based process instrumentation.

The 1788HP-EN2PA-R provides a direct link between EtherNet/IP and Profibus PA with no intermediate
Profibus DP layer required. Bridging these networks facilitates information flow between the control
layers. Transferred information can include device configuration (such as setup, operation, and diagnostic
data) and plant floor process information (such as temperature and flow data).

Introduction to PA

Most transmitters are available with a PA protocol interface. The type of data available is dependent on
the type of instrument. The digital data is transferred at 31.25 kbits/s and can be used to configure the
instrument and provide instrument values and diagnostic information. This data can be exchanged
between devices on the PA network or provided to a control system through the PA linking device.

An example application would be a smart mass flow meter. Using the PA network provides much more
additional process information without errors created while converting the signal. The PA configuration of
the flow meter could be set with PV as mass flow, SV as static pressure, TV as temperature, and FV as a
digital representation of the value directly. In addition to these additional process variables, device status
is also provided via PA.

This PA connectivity also allows remote configuration and troubleshooting of field devices using
FactoryTalk AssetCentre.

Communication basics
The PA protocol is widely accepted as a standard for pure digital communication with smart
(microprocessor-based) field devices. A digital signal is passed over a two-wire physical media.

The linking device operates as a true PA master, and does not require any Profibus DP network, DP
master, coupler device or external power conditioner. Each PA network can be setup with up to 24
devices. The data is transferred through the PA linking device to the PlantPAx controller via the
EtherNet/IP protocol. A ControlNet version of the linking device is also available.

Page 11 of 91
PA Preferred Integration

In this section of the lab you will review the Add-on Instructions to provide PA data to the PlantPAx HMI.
For our lab purposes, we are interested in adding a PA linking device to the IO tree and then providing
the PA data to the operator and maintenance workers.

Configure ControlLogix

1. The controller project files are located in the folder LAB_DOCS found on the desktop.

2. Open the folder by double clicking on it and then double-click on file ProfiPA_Lab.ACD to
open the file within the RSLogix 5000 software.
3. You are asked to add the new transmitter on a new storage tank and therefore you must
add an EN2PA-R to the IO tree in RSLogix 5000.
In the IO Configuration of the RSLogix 5000, right-click on I/O Configuration and select
New Module.

Page 12 of 91
4. First, click the check box “Close on Create” in the lower left corner. Then uncheck the
check box for “Module Type Vendor Filters” and then check the box for Hiprom
Technologies. Select the 1788HP-EN2PA-R and click Create.

5. In the Module window, name the module EN2PA_R. Notice revision is at default 1.1 and
Electronic Keying is set to default Compatible Module. Set the IP Address to
192.168.1.116 and click OK.

Page 13 of 91
6. Download the project to your controller. Leave the controller in Remote Program mode.

7. Warnings from the download process are expected and can be ignored. Close the Errors window at
the bottom by clicking the X in the upper right corner of the window.

8. Double click on the 1788-HP-EN2PA icon in the I/O Configuration to open the EN2PA-R dialog box.

9. If the following window appears, click Download.

10. Click the Configuration tab.

Page 14 of 91
11. This section describes the functionality of the buttons appearing at the top of the Configuration view.

• Process Catalog
This will launch the Process Utility that allows the user to manage the GSD and DTM file
libraries. GSD files are Profibus PA configuration files similar to EDS files used by the CIP
networks (EtherNet/IP, ControlNet, etc.).

• Download
Used to download the configuration to the EN2PA-R. The device will save the configuration in
non-volatile memory. If the power is cycled then the module will use the last configuration
saved.

• Upload
Used to upload the configuration in the EN2PA-R to the RSLogix project.

• Scan
The scan function is used to find the field devices on the local PA bus and apply a default
configuration to each one according to the manufacturers GSD file. The AOP will scan up to the
Max Scan Address (configured in Master Config).

• Add Device
This function allows the user to add a device when offline or when the device isn‟t currently
present on the PA network.

• Copy Device
This function allows the user to save time in the commissioning process by creating a duplicate
device in the configuration.

• Delete Device
Allows the user to remove a device from the configuration.
.
• Delete All
Allows the user to remove all devices from the configuration.

Page 15 of 91
12. Click on the Config icon.

The configuration of the PA network is shown.

The center portion of this view shows the physical topology to be employed in the network.
Since the network used in this lab uses redundant PA media, the appropriate topology must be
selected. Click on the Topology pull-down field and select “SDT – Single Master – Dual Bus
– Terminated.”

Page 16 of 91
The topology should now appear as such:

13. Click Apply.

14. Note now that the Download button is flashing. This is because the
configuration in the project has changed. Clicking this button will cause the new
configuration to be downloaded to the EN2PA-R. Click the Download button in the AOP.

Page 17 of 91
15. Click on Status and view the electrical characteristics of the PA network.

16. At this point, we‟ll scan the PA network for present devices. Click on Scan Network.

17. Click OK to download the new configuration with the device just found.

Page 18 of 91
18. Note the new CerabarS device in the scanlist. The address of the CerabarS on the PA
network is 2 and appears in parentheses in the left pane and in the green box in the right
pane.

19. Click on the FD00 icon. (Field Device 00)

Page 19 of 91
20. Click on PV Data. Note that the first variable is the pressure reading, while the second is
the internal temperature of the device.

21. Click on Configuration. In this view, the user can select which data is returned in the
parameter values.

Page 20 of 91
22. Click on Oscilloscope. This screen allows you to view a partial waveform of a message
transmitted on the PA network by the selected device. Check the Auto Update box and
uncheck the Zoom In box.

23. Click on Advanced and select the appropriate DTM for Version 4.

Page 21 of 91
24. The Download button will flash again. Click the Download button.

25. Open the DTM by clicking the Open DTM button.

26. Click Online Parameterize. Note that even when this option is selected, it is only possible
to read and not write parameters.

Page 22 of 91
27. Navigate through the various screens by expanding and exploring the options in the left
pane.

28. Close the DTM Frame by clicking the „x‟ in the upper right corner of the window.

29. Close the EN2PA_R window by clicking OK.

Page 23 of 91
30. Double-click on the Controller Tags and expand
the fields as shown below. Make sure the Monitor Tags tab is selected. Browse the tags
and find the live Master data for the Linking Device and the live Data for the instrument.

Page 24 of 91
31. Save the program by clicking the save icon . Click Yes to uploading the tag values
before saving the project.

32. Take the project Offline.

Your PA IO Module is now configured!

Page 25 of 91
Configure Add-on Instructions to Exchange Data to the HMI

We do not plan on teaching Add-On Instructions during this lab but give you the ability to use
them. If you want to understand more about Add On Instructions, please look up 1756-PM010B-
EN-P RS Logix5000 Controllers Add-On Instructions.
This lab covers using an Add-on Instructions (AOIs) provided in your current project.
Add-on instructions provide the basis for an object-oriented programming methodology, where
code is encapsulated into pre-validated modules that can be easily reused without modification.
This allows you to create standardized libraries that can both reduce project development time
and provide consistency to reduce equipment startup and support costs.
The P_AIn_PAR Add On Instruction not only organizes data in a similar fashion as other
PlantPAx operator interfaces but it organizes the data so operators can expect interaction to
remain the same throughout the HMI.
The PA instruments provide mappable variables that also provide status. This data is provided
via the all digital PA network.

Page 26 of 91
Setting up the RSLogix 5000 Project

Setting up the control configuration is as simple as setting up UDTs, adding the Logic and AOIs
into the controller and putting the controller in execute mode.

Add-On Instructions
The following AOIs must be included in the project.

Adding a new Function Block Routine

In this section we will add a routine that will hold the function block configuration containing the
P_AIn_PAR AOI.
1. Add a new routine by right-clicking on Control_Modules program and clicking on New
Routine.

Page 27 of 91
2. Type PA_DEVICE into the name and select Function Block Diagram then click OK.

3. Right-click on MainRoutine and click Open.

4. Right-click the last rung in the routine and click Add Rung.

Page 28 of 91
 5. Click on rung 8 and type jsr PA_DEVICE and press the Enter key. MainRoutine should
now look like this:

Page 29 of 91
How AOI and Faceplates Work
This is a graphic describing how the P_AIn_PAR works within an HMI:

• Pre-designed AOIs provide a two-way exchange of data between the faceplates and the
ControlLogix controller.
• FactoryTalk View SE faceplates provide visualization of instruments connected to the
network interface
• By clicking the pushbutton with a value on a screen the faceplate is linked to the
P_AIn_PAR AOI via a tag name and the faceplate values get populated with the AOIs
data.

Page 30 of 91
P_AIN_PAR AOI

The faceplate analog-in-PAR AOI (P_AIn_PAR) can be set up to display the tag name,
description, engineering unit, process variable, fault bits. Alarm limits (HiHi, Hi, Low, LowLow),
alarm delays, and alarm dead bands can be configured by the user and stored in the controller.
This AOI also has a parameter for displaying a PA status message. It can be easily set up to
display alarms in the HMI Alarm Summary Server within FT View SE.

Configure the Faceplate AOIs (P_AIN_PAR)

1. Open the PA_DEVICE routine.

2. Within the PA_DEVICE routine, right-click on the sheet and click Add Element.

3. Type P_AIn_PAR and click OK.

Page 31 of 91
4. Right-click the name entry on the new AOI and select Edit “P_AIn_PAR_01” Properties.

5. Type PI100 into the name field in Tag Properties window and click OK.

6. Next set the value of Ref_PAData to EN2PA_R:IA.FieldDevice00.

The PA_DEVICE routine is now configured!

Page 32 of 91
7. Save project by clicking on .
8. Download to the controller, go online and enter run mode.
The PA_DEVICE routine will now be updating data from the instrument!
Pump the bulb on the instrument and look online at the PA_DEVICE routine.

Page 33 of 91
Develop the HMI Display Using Pre-designed Faceplates

FactoryTalk View Studio is the tool used to configure graphics for the FT View SE HMI. You will
use this tool to configure a display and faceplate in this section of the lab.
We are going to link the PI100 AOI to a object on the display and view the data.
1. Open FactoryTalk View Studio.

2. Click Site Edition (Network) and click Continue.

Page 34 of 91
3. Select PlantPAx DEMO and click Open.

4. It takes some time to load the project so be patient and once loaded you should see the
project

Page 35 of 91
5. Under the PlantPAx Demo Project click Graphics and click Displays to open up the
directory.

6. Within the Displays directory, right-click to Open the _premix_01_process display.

Page 36 of 91
7. The _premix_01_process display opens up.

8. Under the PlantPAx Demo click Graphics and click Global Objects to open up the Global
Objects directory.

Page 37 of 91
9. Within the Global Objects directory, right-click the (ra-eh) process pa device library display
and click Open.

10. After the Library window opens, right-click on Analog ProfiPA Generic Input
(P_AIN_PA_Generic) and click Copy.

Page 38 of 91
11. Re-open the _premix_01_process display and right-click within the display and select
Paste.

12. Left click this new global object and drag the object to a position next to the tank on the
display as shown.

Page 39 of 91
13. With the object still in focus, right-click and click Global Object Parameter Values.

14. In the Global Object Parameter Value window click on .

15. Click on L63, right-click and select “Refresh All Folders”.

Page 40 of 91
16. Click on L63 and then click Online.

17. Scroll down the Online menu, open Program:Control_Modules, select PI100 click OK.

Page 41 of 91
18. Now click OK on this screen to link the global object and faceplate to the P_AIn_PAR AOI.

19. Now click the save button at the top left corner of FT View Studio.

Your display is now complete!

Close FT View Studio and only save the changes for _premix_01_process.gfx.

Page 42 of 91
Review HMI display and Faceplate

The data that you have configured in the instrument can now be viewed in the HMI.

To actually view a display configured in FactoryTalk View Studio, a FactoryTalk View SE Client
must be opened. We have preconfigured a Client for use in this part of the lab.
1. Open the shortcut to PlantPAx Demo Client.cli, which will launch the FactoryTalk View SE
Client.

2. Click the PreMix button on the top banner and Select Premix 1.

3. You should see the Premix 1 display appear.

Page 43 of 91
4. Grab the pressure bulb on the instrument and notice the value change on the object you
installed into the _premix_01_process display.

Optional section:
Proceed with the steps below to learn more about the faceplate you‟ve just added, or continue
to the next section that will cover Process Device Config and Calibration Management.

5. Click on the object and the Home tab of the Faceplate should appear. Click on the
Engineering Tab and setup the Tag, Description, Label, Scaled Minimum, Scaled Maximum
and Units.

Note: Click Enter after entering each string values and click OK on the numeric entries.

Page 44 of 91
6. Click on the object and the Home tab of the Faceplate should appear. Home Tab

Maintenance Tab

Maintenance
Mode Pushbutton

Extra Lab: Enable Maintenance mode and see how you can Input Simulated values into the AOI.
The process value can be bypassed with a maintenance simulated value instead of the value from
instrument. Note: This is a way to test your HMI by simulating values that are used in controller
configuration downstream to the P_AIn_PAR AOI.

Page 45 of 91
Engineering Tab

The Engineering Tab displays scaling from the Instrument as Scaled Min/Max. This also
allows setup of the Tag, Description, Label/Message String, and Engineering Units.

Trend Tab

Page 46 of 91
 Alarm Configuration Tab

Check to
Enable AOI
Alarms

Checking the High-High, High, Low, Low-Low, and Device Fault Alarms enable the faceplate
alarms. The Severity is pre-set but can be adjusted. Alarm Delays can be implemented.

Alarm Tab

If an Acknowledge is required, the check boxes above will highlight. Also the bell on the tab
will become a solid or flash “Amber” color.

Close the HMI Client at this time.

Page 47 of 91
What is FactoryTalk AssetCentre?

FactoryTalk AssetCentre is the part of the PlantPAx system which provides a centralized tool for
gathering, analyzing, managing and securing automation assets across the entire organization. Perhaps
more importantly, it can do this automatically, with limited additional management oversight or interaction
from employees.

FactoryTalk AssetCentre is built on a server platform that provides common base functions with optional
add-on capabilities that allow reuse of certain functions within specific automation asset types. It is this
integrated and modular design that allows the system to expand as your business initiatives are
implemented and asset management programs are initiated across the facility.

FactoryTalk AssetCentre base server functions include:

a centralized Microsoft SQL Server database that stores all data in the FactoryTalk AssetCentre
application

a source control tool that provides automatic version control

an audit trail that tracks user interactions with FactoryTalk-enabled products

an event logging system that captures system-generated information

reporting capabilities that allow scheduled and on-demand searches on information from audits,
events, or source control history

standardized security using FactoryTalk Security

FactoryTalk AssetCentre has an increasing set of add-on capabilities that allow you to optimize and
leverage your automation investments across the plant. FactoryTalk AssetCentre capabilities that you will
work with in this lab are:

Process Device Configuration

Acting as a host system, or frame application, FactoryTalk AssetCentre gives you the ability to work with
process instrumentation from multiple vendors in one common platform. This reduces time to repair,
leading to less downtime and more efficient maintenance operations. Using FDT Technology to access
device parameters, FactoryTalk AssetCentre aids in configuring, operating, and reading diagnostic
information in process devices. This means you can implement an asset management solution for your
installed asset base that consists of multiple vendors products or for new installations you now have the
freedom to choose best-in-breed instruments and maintenance tools available from the approximately 70
vendors supporting FDT technology.

Page 48 of 91
Calibration Management
FactoryTalk AssetCentre Calibration management capability allows for a paperless calibration solution;
managing calibration requirements, specifications, schedules, calibration results and reporting. When it
comes to managing instrument calibration and system qualifications, FactoryTalk AssetCentre offers
unique advantages. Whether for a single department or an entire organization, your workflow and over-
site practices can be automated, systematized and improved - with 21 CFR Part 11 and Food & Drug
Administration (FDA) & Good Manufacturing Practices (GMP).

Why Add-on Instructions and pre-designed faceplates?

Pre-configured controller code and HMI provided by PlantPAx helps owners, engineers, maintenance,
and operators efficiently optimize their investments. Not only does the pre-packaged configuration
provide users with what is needed from the instruments by the plant personnel, but this tool can ultimately
reduce system integration costs by providing improved integration time and help reduce the
implementation risk. PlantPAx preferred instrument integration can reduce startup time, help
maintenance reduce downtime, and ensure operations can get the information needed to run the plant
most effectively.

Page 49 of 91
Launching FactoryTalk AssetCentre

In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.

1. Once the user interface of the operating system appears, from the Start menu select
Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk
AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on
the desktop:

After a few seconds, you should see a software interface that looks similar to this:

Page 50 of 91
 FactoryTalk AssetCentre Interface Walk-through
Note: The following screenshots in this section may have small variations to the information shown in
your FactoryTalk AssetCentre Client.

This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, and
manage assets on the plant floor.
This toolbar is used to start
FactoryTalk AssetCentre capabilities.
– opens the asset view
– opens the source control
function
– opens the log viewer, allowing
users to review the content of the
event, audit and diagnostics logs
– opens the schedule
management and configuration
function
– opens the search
management and configuration
function
– opens the selected asset‟s
property grid
– opens the application help
This is the Asset - opens the DTM Home
View. It contains the Page. Functions such as Upload,
asset tree, a free-form Download, Online, etc. are available
plant model created by from this page
the system
administrator that - opens the Calibration
represents the management functions
organization of a plant
and the physical
control assets located
in the plant.
Users interact with this
plant model to check
asset configurations in
and out of the system, This is the Workspace Pane.
view audit logs, or FactoryTalk AssetCentre capabilities
manage disaster are opened here for user interaction.
recovery schedules.

Page 51 of 91
What is Process Device Configuration?

The FactoryTalk AssetCentre Process Device Configuration software is used to set up a process device
in PlantPAx. In our case, this is an Endress+Hauser Cerabar pressure transmitter. This software also
allows testing and monitoring of the device.

Introduction to FDT-DTM
FactoryTalk AssetCentre leverages FDT/ DTM technology for its Process
Device Management. The following sections describe this open technology.
Refer to www.fdtgroup.org for additional information.

What is Field Device Tool (FDT)?

FDT (Field Device Tool) technology standardizes the communication interface between field devices and
systems. The key feature is its independence from the communication protocol and the software
environment of either the device or the host system. FDT allows any device to be accessed from
FactoryTalk AssetCentre through any protocol.

Here’s how it works

Suppliers (i.e. Rockwell Automation, Endress+Hauser, Metso Automation, etc.) develop a Device Type
Manager (DTM) for each of its devices or group of devices.

The DTM encapsulates all the device-specific data, functions and business rules such as the device
structure, its communication capabilities, internal dependencies, and the Human Machine Interface (HMI)
structure. The DTMs provide functions for accessing device parameters, configuring and operating the
devices, and diagnosing problems. DTMs can range from a simple Graphical User Interface (GUI) for
setting device parameters to a highly sophisticated application capable of performing complex real-time
calculations for diagnosis and maintenance purposes.

The DTM is managed and launched in FactoryTalk AssetCentre. FactoryTalk AssetCentre contains the
communication component to interface the FactoryTalk AssetCentre Client with the specific fieldbus
communication (e.g., HART, PROFIBUS, FOUNDATION Fieldbus, etc.). FactoryTalk AssetCentre
initiates the DTM and enables the device to interoperate with the system engineering and operating
environment.

The FDT interface is open to all kinds of field busses and thus will allow FactoryTalk AssetCentre to
provide integration for many different kinds of devices.

Page 52 of 91
DTMs and Network Topology
The first step to configuring a device is to create a communication path to the device from the FactoryTalk
AssetCentre Client. This is accomplished by nesting DTMs that represent various levels of the network
topology

For example, note the basic network setup shown below.

To configure the E+H Cerabar (pressure) device from the FactoryTalk AssetCentre client, the network
topology would be represented as follows:

HOST PC(FTAssetCentre Client)

>1788-EN2PA-R DTM (Communications)

> E+H FF CerabarS DTM (Instrument)

Each level of the topology representation corresponds to a DTM. DTMs are nested in an assembly to
create an appropriate communication path from FactoryTalk AssetCentre client to device.

The first DTM, 1788-EN2PA-R, routes communications from the FactoryTalk AssetCentre client to the
1788-EN2PA-R over EtherNet/IP. Also the first DTM communicates to the PA segment to get to the
devices. Lastly, the CerabarS DTM is capable of configuring the CerabarS instrument.

Page 53 of 91
Configure DTM Networks

In this section, you will create a DTM network to communicate with the E+H CerabarS pressure
transmitter in your demo kit. The required DTMs have already been installed and enabled for use on your
computer; you will be building the communication path from the Host PC down to the device.

1. Click the Tasks > DTM Networks menu item. The DTM Network screen is opened:

The DTM network is where you configure DTM communications.

Note: There maybe a single DTM configured, but not actually connected to a device. This DTM was
added to the network tree ahead of time so that it could be linked to a different asset.

2. Select Host PC and then Click Add DTM

Note: You will notice that for each step in this section, only supported DTMs are presented based
upon the upstream and downstream supported protocols.

Page 54 of 91
3. The Add new device dialog is displayed:

Select the Hiprom HS Ethernet/IP (CIP) DTM and click OK. Note that there is also an older version
of this DTM with a red octagon in the first column. This obsolete DTM is in the DTM catalog but is not
loaded.

Page 55 of 91
4. Select the Hiprom DTM in the window and click Add DTM.

5. Select the 1788HP-EN2PA-R DTM with the green checkmark in the first column and click
OK.

Page 56 of 91
6. Enter the IP address for the EN2PA-R (192.168.1.116) and press the Enter key before
moving to the next field. Set the Max Scan Address to 5 and press the Enter key again.
Green checkmarks should appear next to each field. Click Next.

7. Click Scan Network and wait while the network is searched for available PA devices. After
the PA network scanning is completed, data for the CerabarS should appear. Click OK.

8. Click Close to close the DTM Networks window.

Page 57 of 91
Add a Process Device to the Asset Tree

Now that the E+H CerabarS transmitter device has been added to the DTM Networks, you can add the
field device to the FactoryTalk AssetCentre Asset View.

Enter Design Mode

1. Click the Design button to enter Design mode. The Asset View will update and look
like this:

This is the Asset Toolbar. Use

the toolbar icons to build your plant
model.
Enter/ exit Design mode to
modify the asset tree.
Create a new container
or asset in the asset tree
Delete a container or
asset from the asset tree
Modify the selected
container or asset
security settings
Modify the selected
container or asset
properties

This is the asset catalog. Use this

catalog to populate the asset tree.
A variety of devices and containers
are available to you.

Page 58 of 91
Create a container

1. For organization purposes we are going to add our new Pressure Transmitter under a
container called Transfer Line.

2. Expand InstaCorp to Process Area.

3. Select Process Area by clicking once on the name.

4. Right mouse click on Process Area and select to add a New item

5. Select the Generic Container object by clicking it once.

Page 59 of 91
6. Add the Generic Container to the Process Area by clicking the OK

This adds the container to the plant model and opens the container property page:

Replace the system default name of

“Generic Container” with “Transfer
Line”

7. Name the container “Transfer Line” and click OK. A new container item is added to the
Asset Tree.

Add Instrument

1. Right mouse click Transfer Line and click the New

Page 60 of 91
2. Select the Instrument asset type by clicking it once.

3. Add the Instrument to the Transfer Line container by clicking the OK

This opens the property sheet for an Instrument asset. Note, property sheets are different depending
on the asset type.

4. Name the Instrument “PT100” and click OK.

5. Select the PT100 instrument in the Asset Tree and click the Properties button.

6. The DTM Addressing Info property is used to designate a communications path to a DTM
device. Select the DTM Addressing info property. A browse button is displayed for the
property value.

7. Click the browse button. The Select Single DTM Device is displayed.

Page 61 of 91
8. Select the DTM that was just configured, PT100.

Note: Any DTMs that have been added to the DTM Network will appear for selection here,
including the pre-configured PT100 Test DTM.

9. With the CerabarS instrument selected in the list, click OK. The Device Name, Firmware
Revision, Hardware Revision, and other properties are automatically filled in the properties:

Note: Your
Instrument
properties will be
different due to your
specific device
instrument. e.g.,
Serial Number

Page 62 of 91
10. Click OK to close the device‟s property dialog. The PT100 process instrument should now
be in your Asset Tree under the Transfer Line container.

Exit Design Mode

11. You are now finished editing the asset tree structure, so click the Design button again
to return to the run mode. The Asset Catalog will close.

Page 63 of 91
DTM View

Now that the transmitter is a part of your asset view tree, you can go online with it, configure its
parameters, and perform other actions provided by the device DTM.

1. Select the PT100 instrument asset in the asset tree and click the DTM View button on top
of display

The DTM View tab is opened and the Home page is displayed.

Page 64 of 91
The following items are available from the Home page:
Field Description
Open Opens the device configuration data. Depending on
Current Status (see below) the open command will either
go to an Online or Offline state
Upload Will upload from the device and save to offline
configuration data
Download Will download offline configuration to the device
Online / Offline (with Determines when the device is open to either go to an
Current Status) Online or Offline state. The current selection is shown
Device / Network Used primarily to determine the quality of the DTM
diagnostics selected, DTM Network configuration; including
connectivity to the device itself

2. Click the Online and then Open in the DTM View to

open the pressure transmitter device:

Current Status: Online

Page 65 of 91
View Instrument Status and Configuration

1. Open the Online Configuration by clicking on the Online Configuration Tab.

You will see the connection status in the bottom of the screen.

Current Status: Online

2. In the Label pane, select Manufacturer View>Operating Menu>Process Info>Process

Values:

Page 66 of 91
3. Note that the device tag can be set from Manufacturer View>Operating
Menu>Transmitter Info>Transmitter Data.

4. Close the DTM View by clicking the . Make sure not to close FactoryTalk AssetCentre
Client or you will need to reopen it.

Page 67 of 91
What is Calibration Management?

Calibration Management is the process of recording that calibration activity actually occurred at the
appropriate time and capturing the results of calibration activity. Further, Calibration Management will
schedule these manual calibration operations on process devices, test instruments, and other hardware.

Calibration management functionality provided by the PlantPAx Calibration Management feature is

implemented by a software product called ProCal version 5 (PCV5). FactoryTalk AssetCentre uses this
software product to provide Calibration Management behavior. Three distinct characterizations are useful
with respect to a given piece of Calibration Management functionality:

The Calibration Management functionality is completely contained within PCV5, but accessed
solely through AssetCentre.

The functionality is triggered or started within AssetCentre and carried out in PCV5.

There is AssetCentre-specific behavior that lies outside PCV5, but influences or controls PCV5
behavior.

ProCalV5 Interface Walk-through

In this section of the lab we are going to leverage the pressure transmitter previously configured
extending FactoryTalk AssetCentre to manage the calibration of this device electronically. We will do
this by:

linking the device to FactoryTalk AssetCentre Calibration Management capability

setting up additional calibration management specific data

performing a mock calibration

viewing a report using one of the standard reporting templates

Create a Calibration link

1. If the Asset Tree is not already expanded, click the expand buttons until you can see
Process Area > Transfer Line, select PT100 from the Asset Tree.

Page 68 of 91
2. Click the Design button to enter Design mode. The Asset View will update and look
like this:

Link FactoryTalk AssetCentre device to ProCalV5

3. Click the Properties button to display the properties screen.

Page 69 of 91
4. Click the ProCalV5 Company property and click the browse button, select Rockwell
Automation from the ProCalV5 Companies list and click OK.

ProCalV5 has the ability to store and manage calibration data from multiple companies. However,
only one company‟s data can be accessed at a time, providing strong data separation security. This
capability is useful whether you‟re a System Integrator (SI) or Original Equipment Manufacturer
(OEM) or End User; keeping departments, locations or customer‟s calibration records separated.

Note: The ProCalV5 Company of Rockwell Automation has been previously created.

5. Next, click the ProCalV5 Linked Item property and click the browse button.

6. Click the New ProCalV5 Instrument Name property. Enter PT100 and then click Create.

This will create a new calibration instrument in the ProCalV5 database. PT100 should now be available
in the list box.

TIP: Multiple instruments may be created from this display - simply enter another name and click
create again. Also, the “Initialize with Current Property Value” will use FactoryTalk AssetCentre device
properties to initialize the ProCalV5 properties (e.g., Manufacturer, Serial number, model number, etc.)

Status: A least one FactoryTalk Asset

must be linked to ProCalV5 for the status
to be Active.

TIP: ProCalV5 calibration operations are

not allowed if the device is Inactive.

Links: Indicates how many FactoryTalk

AssetCentre Instruments are linked to the
associated ProCalV5 device. Note:
Multiple FactoryTalk assets may be
linked to a single ProCalV5 device.

Page 70 of 91
7. Select your newly created PT100 from the list box, click OK.

8. Your properties screen should look like this:

9. Click OK to exit the PT100 Properties screen.

Exit Design Mode

10. You are now finished configuring FactoryTalk AssetCentre, so click the Design button
to exit the design mode.

Page 71 of 91
Master Instrument Record

1. Select the PT100 device if it is not still selected, and click the Calibration
button form the menu tool bar.

The following screen is displayed. Note: The Calibration Master Data is synchronized with the ProCalV5
calibration data. ProCalV5 contains the master data.

Short-cut menu options for

ProCalV5 program

Open Instrument record or

perform a New Calibration in ProCalV5

Create a new
ProCalV5 device (System, Loop,
Instrument, Equipment or Test
Instrument)

Refresh Calibration Data

Sort by Alphabetical

Sort by Groups

ProCalV5 Data

Page 72 of 91
Master Instrument Record (MIR)

1. Click the PT100 button and select Open Instrument.

2. Click the Hide button to close the reminder screen. This will open the Master
Instrument Record for PT100 in ProCalV5.

Page 73 of 91
The master instrument record is used to display and modify the device Master Instrument Records (MIR).
The MIR is used to enter all of the instrument‟s information that will remain constant, such as model
number and serial number. The MIR that is entered will be the basis for creating calibration records for
those instruments. For the purposes of this lab we will only go through the General and Calibration Tabs.

3. Enter the following Information for the Master Instrument Record (MIR) header data:

Master Instrument Record

Instrument ID PT100 <Auto Filled>

Description Transfer Line Pressure

Page 74 of 91
General Info Tab
The general tab contains data about the physical instrument such as Manufacture and Serial Number.
You may also assign a Department (with or without corresponding Approval Policy), and determine the
primary Calibration Schedule.

1. Enter the following on the General Information Tab Points Tab:

General Tab

Manufacturer Endress+Hauser <Auto Filled>

Model Number CerabarS

Serial Number XXXXXX <Auto Filled>

Status Awaiting Calibration

Department Process Area

Classification NON GMP Critical

Equipment ID n/a – leave blank

Instrument Type Pressure

Document ID n/a – leave blank

Calibration Frequency Annual

Keep on Schedule <checked>

Approved By <checked>

Page 75 of 91
2. Click the save button.
Your General Tab should look like this:

Page 76 of 91
Calibration Points Tab

1. Click the Calibration Points tab

The Calibration Points tab is the page that contains fields to enter calibration information for the
instrument, such as # of cal points, stated accuracy, resolution, etc. This information is then used to
calculate the high and low spec and control limits for the instrument‟s calibration.

2. To begin adding calibration information, you must first click the Add Group button,

which will bring up blank calibration specification field and the grid.

Page 77 of 91
3. Enter the following on the Calibration Points Tab:

Calibration Points Tab

Group Name Standard

# Cal Points 4

Click “Show Group Options” button Check “Auto Recalculate Limits”

Input Type psi

In Res 0.1

In Low Range 0

In High Range 10

Input Tolerance .1

Correlation to Output Linear

Output Signal Type mA

Out Res 0.1

Out Low Range 4

Out High Range 20

Stated Accy Pct of Range

Range Acc% 1%

Plus/Minus 0.5

Use Control Limits Checked

Control % 80%

Click “Calculate” button Select “Auto Assign Inputs”

4. Save the Calibration Points by clicking the save icon.

Page 78 of 91
Your Calibration Tab should look like this:

5. Click the Report Preview button to see the standard Instrumentation Report.

6. Close the Report Preview

Page 79 of 91
7. Set focus back to FactoryTalk AssetCentre, with PT100 selected and the Calibration View

open, click the Refresh button. Updated information from ProCalV5 is

displayed, including the new Calibration Points configuration.

8. Click Calibration Points, all the ProCalV5 calibration points‟ data are displayed as
configured.

Page 80 of 91
9. Note: The Test Points property has multiple data values associated with it. Click the Test
Points property and click the browse button to view this data.

10. Close the Test Points screen to return to the Calibration View

Page 81 of 91
Perform a Mock Calibration

In this section of the lab we are going to enter the results of a mock calibration performed on pressure
transmitter PT100. Once we‟ve entered the data we will preview the data in a standard ProCalV5 report
and lastly view the results in FactoryTalk AssetCentre.

New Calibration

1. In FactoryTalk AssetCentre, click the PT100 calibration button and select New Calibration.

2. ProCalV5 opens and displays the Calibration Information Tab. These screens (Tabs) are used to
add, display, modify, and delete results of a device calibration.

3. Select Scheduled for Calibration Type

4. Select John D’Mico for Who Calibrated

Page 82 of 91
Enter Calibration Results
5. Click the Test Results Tab of Calibration.

6. Enter the following Calibration Information.

Calibration

Readings See below

Page 83 of 91
 TIP: It is not necessary to fill in all
empty fields in the Calibration Tabs,
however you must enter an
Instrument ID, the Calibration Date
and the Result of either a “Pass, “Fail”
or Incomplete” to save a new record

7. Enter the following Calibration Information.

Calibration

Pass Selected

Adjusted to Improve Checked

8. Change Status from Awaiting Calibration to In Service.

Page 84 of 91
9. Next, click the Test Instruments Tab and select FLUKE744-0001 and click the button.

NOTE: Specifying a test instrument used in the calibration procedure is useful for reporting purposes.
If the test instrument itself was out of calibration for a period of time, a report can be run to find out
what instruments where “calibrated” with the out of calibration test instrument, only re-calibrating the
instruments effected – saving time and money!

10. Click the Notes Tab and Add a Note per below:

Calibration Results
1. Go back to the Calibration Information Tab by clicking Calibration Information and check the
Finalized parameter

Page 85 of 91
2. Click the save button.

Notice the Entered by, date, last modified data, next calibration data, etc. has been updated.

3. Click the Report Preview button to see the standard Calibration Report.

4. Close the Report Preview

5. Close the Calibration window.

6. Close the Master Instrument Record window if open.

7. Let‟s run a Traceability report on the FIELD_CALIBRATOR that we used during the calibration
procedure.

Page 86 of 91
8. Select from the file menu, Reports > Test Instrument > Test Instrument Reverse Traceability.

9. Select the FLUKE744-0001 for the Test Instrument ID.

10. For the Start and End Date enter today date MM/DD/YYYY or use short cut keys.

TIP: Use the built in short cut keys

11. Click the Preview button to view report

Page 87 of 91
12. Close the Report Preview.

13. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.

14. Click the Refresh button to update the Calibration View. Calibration History is now a Tab
in the view. Click the Calibration History Tab.

15. Click Calibration History properties to view the calibration pass/fail results.

16. Close the Calibration History List.

Page 88 of 91
Modify Calibration Frequency
For this portion of the lab, we are going to change the calibration frequency of PT100 from Annual (1
year) to a Bi-Yearly (every 6 months) frequency.

1. Open PT100 Master Instrument Record in ProCalV5. To do this, right-click the PT100 on the Asset
View in AssetCentre and select ProCalV5>Open. If the Master Instruments Record for PT100 does
not open automatically, click Instruments in the left column.

2. Notice for the Calibration frequency only Annual and Monthly are available. Bi-Annual is not available
because it has not been created yet.

3. Close PT100 Master Instrument Record by clicking the close button.

4. To add Bi-Annual as a calibration frequency go to Lists from the ProCalV5 file menu and select
Calibration Frequency.

Page 89 of 91
5. Type Bi-Annual for Calibration Frequency name and set to Every 6 Months using the dropdown.

Your Calibration Frequency dialog should now look like:

Allow system to Roll Dates Forward if Actual Event Date is within section provides you with 2 options.

[#] Days of Scheduled Event Date circle allows you to declare exactly how many days before
the due date, that work or a calibration can be successfully completed and still have the next
due date automatically roll forward.

Calendar Week of Scheduled Event Date circle will allow for the work or calibration to be
completed up to 1 calendar week before the due date. If this setting is selected, the Days of
Scheduled Event Date circle will be grayed out and inaccessible since it is not applicable.

NOTE: If the calibration is unsuccessful or fails, no dates will be rolled forward.

6. Click the save button.

7. Close the Calibration Frequency dialog

8. Reopen the Master Instrument Record (MIR) by clicking the Instruments button in the left column of
the ProCalV5 software.

9. Change the Calibration Frequency to our new Bi-Annual option

10. Click the save button and verify that the Next Cal Date has changed.

11. When done verifying the Next Cal Date, exit out of ProCalV5.

12. Exit/Close the FactoryTalk AssetCentre Client.

Page 90 of 91
Conclusion

You have successfully completed this lab.

In this lab you have learned quite a bit on how to navigate the user interface and capabilities of this
exciting new version of FactoryTalk AssetCentre. You have seen how simple it is to add and configure
new assets in the system. You have experienced firsthand the power of the FactoryTalk AssetCentre
audit log and search capabilities. You can appreciate the system‟s straightforward design that integrates
with the plant model to compile a list of assets to operate on, and automatically adds or deletes assets
from the schedules as you maintain the plant model.

Assets and intellectual property are the key components companies use to manufacture products and
increase profit through productivity. Without the proper investments in both, the plant or process does not
produce and production suffers. One of the most important things a company can do to maintain quality
and therefore their bottom line, is to protect their assets and intellectual property. In this lab, you saw how
different FactoryTalk AssetCentre capabilities can be used to help protect your critical assets and
intellectual property, and therefore your bottom line.

Additionally, you set up the controller with pre-configured Add-on Instructions to provide the E+H
faceplate information that a maintenance person or operator could use to ensure that the plant is running
optimally. These faceplates can save time for the engineer and reduce risk while maintaining a standard
look and feel while using the PlantPAx HMI.

Page 91 of 91
Publication XXXX-XX###X-EN-P — Month Year 10 of 10 Copyright© 2011 Rockwell Automation, Inc. All rights reserved.
Supersedes Publication XXXX-XX###X-EN-P — Month Year