Professional Documents
Culture Documents
Training Handbook
FieldCare Fundamentals
FDT / DTM Technology
FieldCare Installation & Setup
Connecting with FieldCare
Setting Parameters in a Field Device
Upload / Download / Storing Parameters
Printing out the Documentation/Report
Exporting the Project
SU00001S/04/en/06.12
Training Handbook FieldCare - Version 1.6
Internal Training
Editor
The following training handbook is produced by Endress+Hauser PC-Process Solutions AG. Any changes to or extracts from
this document are subject to the permission of the editor. To contact the editor please use the address below.
Copyright
This document is protected by copyright. The use outside of Endress+Hauser or any copying of the document or parts of the
document is only permitted with written permission of Endress+Hauser PCPS.
For further information and permission please contact:
Endress+Hauser Process Solutions AG
Edward Kluttz
Kägenstrasse 2
4153 Reinach BL
Switzerland
E-Mail: training@solutions.endress.com
Prerequisites of the trainee
None
Chapters 5, 9 and 10 are self-contained, i.e. they must not be read one after the other and do not build on each other. You
are free to skip to whichever subject you need to be familiar with, be it HART, PROFIBUS or FOUNDATION fieldbus or the
chapters on Service Tools.
Assessment
To fulfill the requirements of MasterClass and be allowed to attend the appropriate product and technology service
qualification courses offered by the particular PC, the participant must carry out the steps prescribed in this handbook and
receive a certified assessment from PCPS. For any questions about your assessment, please contact
edward.kluttz@solutions.endress.com
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Table of Contents
1. Introduction .....................................................................................................................................................4
2. Installing and setting up FieldCare ....................................................................................................................7
2.1. Installation of FieldCare.......................................................................................................................................7
2.2. Steps to successfully install FieldCare...................................................................................................................7
2.3. Setting up FieldCare ............................................................................................................................................9
3. Getting started................................................................................................................................................16
4. Assessment.....................................................................................................................................................17
5. HART and WirelessHART................................................................................................................................18
5.1. Connecting to HART, physical layer...................................................................................................................18
5.2. Creating a new project with FieldCare...............................................................................................................20
5.3. Connecting FieldCare with a Field Device Point to Point: CommDTM -> Device DTM .....................................22
5.4. Problems Finding the Right CommPort? ............................................................................................................25
5.5. Creating Connection to the Network.................................................................................................................27
5.6. Reading from and Writing to the Device ...........................................................................................................30
5.7. Storing the project.............................................................................................................................................30
6. Service Interface FXA 193...............................................................................................................................31
7. Service Interface FXA 291...............................................................................................................................32
8. Service Interface TXU10 .................................................................................................................................34
9. PROFIBUS ......................................................................................................................................................35
9.1. Creating a new project ......................................................................................................................................35
9.2. Selecting a communication interface..................................................................................................................36
9.3. Starting the Interface Driver ..............................................................................................................................37
9.4. Selecting the Communication Interface .............................................................................................................38
9.5. Scanning with PROFIBUS..................................................................................................................................41
9.6. Connecting to a field device to set parameters ...................................................................................................43
9.7. Storing a project ................................................................................................................................................43
10. FOUNDATION Fieldbus..................................................................................................................................45
10.1. Setting up the FOUNDATION fieldbus interface ................................................................................................45
10.2. Creating a new FieldCare project.......................................................................................................................46
10.3. Selecting a communication interface..................................................................................................................46
10.4. Scanning the FOUNDATION fieldbus................................................................................................................47
10.5. Connecting to a field device to set parameters ...................................................................................................49
10.6. Storing a project ................................................................................................................................................51
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1. Introduction
The setup of a field device in a typical plant uses a software tool compatible with the maintenance and commissioning
requirements of the particular manufacturer. But a typical plant can include components from many different
manufacturers, and each setup tool can have quite a different look and feel.
The FDT Group was founded in 2003 to deal with this growing complexity by providing a common integration
technology used by all manufacturers. Founded by ABB, Endress+Hauser, Invensys, Metso Automation and Siemens;
the group created an FDT, or Field Device Technology. This technology defines how the field device driver works
together with a commissioning tool. In the case of Endress+Hauser, FDT defines how the individual field device drivers
work together with FieldCare. For more information, go to www.fdtgroup.org Since 2010 the FDT Group has put
into place a certifying process for this interface to ensure that the commissioning tool – in our case FieldCare – does
indeed create that common environment. FieldCare is the first frame to have been certified by the FDT Group (in
2010). The FDT standard has been adopted internationally as IEC 62453 and approved in the United States as
ANSI/ISA-62453.
A common integration interface is created with the FDT frame application. This frame application manages the DTMs.
DTM simply stands for Device Type Manager. There are CommDTMs that establish the communication interface
between the particular bus protocol and FieldCare and DeviceDTMs nested in the CommDTM that serve as device
drivers for the individual field devices. A DTM contains the device-specific data and functionalities plus all of the
graphic and dialogue elements necessary to communicate with the device and set its parameters. A DTM can be
compared with the driver for a printer; FDT with the Windows frame interface. We are provided with a common
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frame interface – in our case FDT - and can select the printer that we consider the best. But we always know how to
print a document. FieldCare – the frame - always looks the same, but the communication and device drivers can be
different.
CommDTMs provide connection to the particular communication protocol, whether it be Industrial Ethernet, HART,
PROFIBUS, or FOUNDATION fieldbus (others also possible). DeviceDTMs provide connection to the field device type.
This creates a nested communication from the controller through each communication layer and down to the
individual field device.
Ethernet
1
Fieldbus
6 2
5 4
3
We will see later on that the better the available DTM in the FieldCare library matches the field device type, the more
parameters that can be monitored and set by FieldCare. FieldCare rates this matching quality on a scale of 1 to 5,
where 1 is the absolutely correct DTM. Depending on the protocol used, there are various stages along the way to
“placeholder”, the worst match.
HART
FieldCare uses DTMs and always uses the DTMs for Endress+Hauser field devices. If there is no matching DTM for a
third-party device and a DD (Device Description) – registered by the HART Communication Foundation - is available
for the device, FieldCare provides an iDTM (interpreter DTM) that interprets the parameterization and functionalities
provided in the DD. (The HART Communication Foundation introduced mandatory registration for all HART field
devices beginning with HART 6 – WirelessHART is HART 7.) If a registered DD is not available, FieldCare makes
available a Generic HART DTM.
There is a quarterly update of all Endress+Hauser DTM libraries, including the iDTM library.
PROFIBUS
The PROFIBUS PA Profile specification requires that a field device communicate cyclically not only with a
manufacturer-specific GSD but also with a profile GSD that is the same for an entire class of field devices. This
facilitates device exchange. For the acyclic communication, DTMs can be generated from these GSDs in the form of
Device DTM and Profile DTM. FieldCare calls up a Placeholder DTM if neither one of the above DTMs matches
adequately the field device as identified by the network. DTMs are also available for the other components in the
network, such as a Gateway, Remote I/O, DP/PA Coupler or DP/PA Link. These DTMs should all be found in the
FieldCare DTM catalogue, or can be downloaded to that catalogue.
An iDTM for PROFIBUS will be available soon.
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FOUNDATION Fieldbus
For FOUNDATION fieldbus, Device DTMs can be made available from the field device type DDs. Whether they are
actually available depends on the manufacturer. Endress+Hauser provides DTMs for its FOUNDATION fieldbus field
devices, except for older Endress+Hauser field devices. For older devices, a Basic DTM provides access to the basic
device functions. For third-party devices, if a DD is available in conformance with the registered DDs of the HART
Communication Foundation, again an iDTM can interpret it for commissioning with FieldCare.
N
1. Obtain the DVD for FieldCare 2.08 and install it on your laptop. If you already have FieldCare installed, make sure
that it is the latest version of FieldCare 2.08 and that the Service components – and DTMs - have been installed and
updated too. How to install and set up FieldCare is the subject of the next chapter.
If you have an earlier version of FieldCare installed, the best thing to do is to de-install the earlier version completely
and install FieldCare 2.08 new. An update will take longer and could create installation issues on your service laptop,
depending on how old it is.
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Note! If you already have an older version of FieldCare installed on your laptop, de-install the older version
completely. Then install FieldCare new.
4. Click “Device Setup”. That is all you will need for this fundamental course. Anything higher requires a license.
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5. Should you need Plant Asset Management extensions which require a license, click “Enter license information” and
type in the Serial Number and License Key.
The license information your customer enters depends upon what he wants to do with FieldCare. If you just want to
set up Endress+Hauser devices or 3rd party devices that provide an FDT conform DTM, all you need is Device Setup,
which is free of charge. If you need Plant Asset Management, you buy a license for PAM. If you need one or more of
the available extensions, you buy a license for PAM plus one or more of the Plant Asset Management Extensions: e.g.
Condition Monitoring, iDTM HART, iDTM FOUNDATION Fieldbus, etc. You enter the license key for the license
package that you require. Here below is an overview of the license packages offered at this time.
5. All of the languages of the FieldCare frame application will be installed. You choose your personal setting.
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6. FieldCare Installation Manager now checks to see if a FieldCare version is already installed on your computer and
allows you to select what you want to install.
N As a Service Technician you will need everything. Check ALL of the boxes.
3rd party DTMs have to be downloaded directly from the particular manufacturer, as there is no licensing policy
common to all manufacturers. Endress+Hauser does not charge for DTMs, but some other manufacturers do.
After installing the DTMs, don`t forget to update the DTM Catalog in FieldCare. You will normally be prompted by
FieldCare to do so, but if not, read further to find out how to do it. This will be explained in the next pages.
Useful features of FieldCare 2.08 are shown in the screenshots below. In the menu tab “Help”, under “About” and
then “More Info”, you can see which components of the FieldCare package were actually installed.
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FieldCare
Setting up FieldCare
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Access rights are given to the particular user by entering his/her name and password. Don`t forget to click on
“Activate” before you leave the setup.
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The W@M connection can be selected, either through public internet – W@M Portal URL – or through the W@M
connection only within your own system - W@M Enterprise. The last requires an extra license.
Below is a screenshot of a W@M Enterprise setup.
Once you have started FieldCare, you can go to the upper toolbar and open Extras and Options. You should then see
the pop-up below. Under Language you can change the language used in FieldCare.
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Under Project you can change the start-up prompt. This is for the case that you have already stored a project, or
projects, and always want to select a stored project.
Under the W@M button, the W@M function needs to be enabled for it to make the connection to your W@M portal.
You also select here whether your devices should be connected up to W@M by serial number (default) or tag.
FieldCare
Setting up FieldCare
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If you do choose plant view, you can optimize it with the plant level option and device positions.
Field Care
Device Positions
The DTM Catalog button offers two possibilities: to display the DTMs that are at present installed in your FieldCare
and to update the catalog after the installation of new DTMs.
Important!!! Once any DTMs have been downloaded to the catalog, the catalog must be updated.
Click on Update. In the next page that appears, click on “update” and wait for all of the newly installed DTMs to be
found by the application. Once they have been found, right-click in the left-hand field and “add all to DTM Catalog.“
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For those of you who have selected a PAM license or extensions and activated the W@M feature in FieldCare, you will
find a W@M button that can provide such information as you see below.
Field Care
W@M Connection
Device-specific access to
device information from the E+H device databank
Condition Monitoring was new in FieldCare2.07. We will talk about this in the appropriate fieldbus course.
Field Care
FAB
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3. Getting started
As we said before, FieldCare allows you to reach your field devices through nested communication.
Now we need to use this information to set up our connection to the actual field devices through the communication
DTM for the particular fieldbus protocol we are using. In the network view, right-click on Host PC. Select the correct
CommDTM, set up your interface parameters by right-clicking on the CommDTM and going to Configuration. Then
you can go online and scan the network for the field devices actually connected to the network. Once you have seen
that your network is properly connected, use the tab “Create Network” in the toolbar at the top of your screen.
We will now go through the particular details for each protocol, each in a separate chapter.
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4. Assessment
N Assessment: As a Service Technician, your assessment begins here. It is your task now to find two devices
– either HART, PROFIBUS or FOUNDATION fieldbus – and show us at PCPS that you can set the following in each
of those two devices:
Tag: Your Name belongs here
Address: 7 if HART, 27 if PROFIBUS or FF
2 other parameters: Set the Display language to German
Set the Display to three places after the decimal
Then upload these changes into FieldCare, store the parameters and export them to a file that you send to us.
(You will find the e-mail address on page 2 of this handbook. You will need a Plant Asset Management (PAM) license
to export the file. This is recommended. But you can send us the file stored in FieldCare, if you do not have a license.)
How you do all this will be explained in the chapter you select: HART, PROFIBUS or FOUNDATION fieldbus.
N Assessment:
Finally, as described on page 9 of this handbook;
o click on “Help” => “About” and send us a screenshot of your FieldCare version (similar to the one
shown on page 9).
o Then click on “More Info” => “Print” (page 10) and send us the pdf that is produced.
Good luck!
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Field Care
Ethernet
Profibus DP
Remote I/O
Field
Care
4-20mA
Field Care
Ethernet
Field
Care
Profibus DP
Remote I/O
4-20mA
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Field Care
Ethernet Field
Care
Profibus DP
Remote I/O
4-20mA
Field Care
Ethernet Field
Care
4-20mA
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Field Care
Fieldgate GSM/GPRS
Version
Dial-Up Number:
01701234567
01701234567
Provider Network
FieldCare
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This start-up screen can be eliminated for future starts by removing the checkmark from the box.
After starting FieldCare you have the choice of creating a new project or selecting a project that has been stored.
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5.3. Connecting FieldCare with a Field Device Point to Point: CommDTM -> Device DTM
The typical case is as shown below, point-to-point connection with a HART field device through the Commubox
FXA195.
Field Care
Ethernet
Profibus DP
Remote I/O
Field
Care
4-20mA
The Commubox FXA195 is connected in the 4…20mA loop with the field device and with the communication resistor
(270 ohm) in the Commubox switched ON.
N
If the driver has not already been installed on your laptop, you will need to install it. Go to
http://www.endress.com/corporate and in the search function space type in “FXA 195”. Go to the “Documents /
Software” tab and download the USB driver for this Commubox.
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To connect up online with a field device and set parameters in that device online, the two layers of nested
communication have to be set up.
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4. Select the correct CommPort, reduce the number of communication retries to 1. Set the start and end addresses to
an appropriate range. If you are connected point to point, the device and the Commubox FXA 195 are in the same
communication loop, and the field device must have the address 0. If the field device is connected via multidrop,
it will have an address in the range from 1 to 15. With WirelessHART the address range has been extended to 63
and the Endress+Hauser adapter has the default address 15.
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(Check 5.) In the tree at “Ports” you should find the Commubox FXA 195 in an opened port. Before you proceed, the
Commubox must appear in this tree. If it does not, it can only be because you have no connection to the box
(Disconnect the USB and re-connect. The installation wizard should appear when you re-connect.) or you have not yet
installed the driver.
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2. FieldCare scans the network within the address range set in Configuration. The field device(s) found are identified
and the quality of the DTMs available in the library are compared with what is needed.
3. To go online with one field device, right-click on the device, click “Connect” then double-click on the device.
Both bubbles go green and you should then see the device online as below. Check the lower left-hand corner to
see if FieldCare says that you are online with the device. (See the screenshot in point 4 below.)
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4. You can configure the field devices offline before they have been delivered. Click on “Add Device” and find the
field device you wish to configure. Below we can see that you are offline.
5. To change a device`s address, right-click on the CommDTM, HART Communication, then “Additional Functions”
and “Change device address.”
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6. Once FieldCare has scanned and found the device(s), click on “Change address.”
7. You will be given the address range possible for that particular field device.
8. Remember that FieldCare is not dynamic. Once the address has been changed, delete the device as shown below
and click on “Create Network” again to find and go online with the device at the new address.
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The FXA 193 is a Commubox designed to enable a service technician to connect directly through the service access
point with an Endress+Hauser Proline II field device from Flowtec. Parameters can then be set via FieldCare. The
communication is therefore independent of the protocol. You will learn more about the use of the various Service Tools
at the PC Flowtec Service courses.
For now, you MUST make sure that your laptop is prepared.
Note! The FXA 193 has only a serial interface. If your laptop no longer has a serial interface, you will need an RS 232
to USB adapter. The adapter needs to be installed and tested BEFORE you attend the course. Please contact
application@flowtec.endress.com for help in selecting and installing the proper adapter.
N
Connect your FXA 193 (plus USB adapter) to a flow device, add the ISS Comm DTM and scan for your flow device.
Go online. Once online you will find a print icon. Print out the parameters set in your flow device (with timestamp)
and send the printout to edward.kluttz@solutions.endress.com
You must receive an OK from PCPS BEFORE you attend any service training course at Flowtec!
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N
You will need to install the driver on your laptop. Go to http://www.endress.com/corporate. In the search function
space, type in “FXA 291”. Go to the “Documents / Software” tab and download the USB driver for this Commubox.
Install it on your laptop. Make sure that you have installed all of the Service DTMs in FieldCare.
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A ToF Adapter is needed to connect the FXA 291 with the Endress+Hauser pressure transmitters and the Gammapilot
M, as shown below. The connection is then to the service interface of the device for Group 1 and to the display
connection of the device for Group 2.
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For PROFIBUS, the RIA14 and RIA16 must be set to a transmission rate of 2400 kbits/s in FieldCare.
For PROFIBUS, the TTR31 and TTR35 as well as the DTT31 and DTT35 must be set to a transmission rate of 9600
kbits/s in FieldCare.
Three devices from PC-Maulburg, PTC31, PTP31, PTP35 (Ceraphant), also use the TXU10 to set their parameters.
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9. PROFIBUS
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Field Care
Gateway FXA720
up to 3 x 126
PROFIBUS participants
The Gateway not only provides access to the bus, but in turn can be accessed by your engineering station through
TCP/IP.
Anwendungen Komponenten
Field Care
FieldCare with Ethernet to PROFIBUS Gateway:
Complete remote access to installed PROFIBUS Base
FieldCare
Ethernet TCP/IP
Controller
Gateway FXA720
up to 3 x 126
PROFIBUS participants
PROFIBUS DP
PROFIBUS PA
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FieldCare
FieldCare
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2. Add the CommDTM for PROFIBUS. Make sure that you choose the CommDTM from Softing.
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3. Make sure that the configuration of FieldCare for the PROFIBUS CommDTM (PROFIdtm DPV1) is the same as in
the controller.
Find the board that you have set up. Select a free address for FieldCare.
It is imperative that the same Bus parameters calculated by the controller are now copied into the configuration of
FieldCare here.
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Here below is a screenshot taken from Siemens S7 HW Config. If this were your network, you would copy all of the
Bus Parameters shown here, in Tbits, into FieldCare.
Important if you are using FieldCare on a running system! On a running system there is already a cyclic master
(controller) in control of the bus. The bus parameters calculated and used by it are the relevant parameters and NOT
any default values provided by the configuration in FieldCare. Select the correct board, a free address, the Baud Rate
AND the bus parameters calculated by the controller.
You as a service technician should, in addition, check with your customer about the TTR setting. In the screenshot
above, the calculated TTR is set to 34 513 Tbits; the actual – or “typical” TTR – is in this screenshot 2 282 Tbits. The
cyclic master (controller) only considers the cyclic time needed when calculating the TTR. In the case above, there is
still quite of bit of time left over after the cycle. Often there is not enough time left over for FieldCare. The cyclic
calculation does not allow for the acyclic time that FieldCare needs to access the bus. Endress+Hauser therefore
recommends that the calculated TTR time be increased by 20 000 Tbits. In this example that would mean changing
the calculated TTR to 54 513 Tbits. In ABB systems, there is often a ΔTTR and a TTR . You should recommend to your
customer to increase the TTR setting by 20 000 Tbits. In ABB systems, that means changing the ΔTTR to 20 000
Tbits (not increasing).
Please keep in mind that the customer changes any settings in the controller, not the Endress+Hauser
service technician!
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Once the configuration is clear and has been applied to FieldCare, you can then connect.
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2. Each field device that can be reached responds at its address with its Ident. Number. FieldCare translates the
number into the device name, if the device is set to use its manufacturer-specific GSD. (If the device is set to Profile, it
uses a common GSD – with …97… - and therefore cannot be identified as an Endress+Hauser device.)
3. If the field device DIP switch is set to software, a right-click on the device in this window allows you to change the
address. (As long as the device is not in cyclic communication. On a running system the device should be in cyclic
communication, so this will not work.)
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Connect to the device in question, then double-click on it. You will go online with that particular field device.
Click on “File”, right-click on “Save as” and store under the appropriate project name.
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Select the FF H1 CommDTM. This is the CommDTM for the NI tool interface.
This means selecting the same interface you set up in the NI-FBUS Configuration Interface Utility.
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The DTMs found in the library are compared with the DTMs required and rated on a scale of 1 to 5, where 1 is the
best and 5 is the poorest quality.
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Internal Training
Check to make sure that you are really online with the field device. You should see the Status, as you can see in the
screenshot here. In the screenshot below you could set parameters in an Analog Input function block.
This screenshot shows where you could set the various block modes.
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Internal Training
Click on “File”, right-click on “Save as” and store under the appropriate project name.
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