Upload
others
View
20
Download
0
Embed Size (px)
Citation preview
User’sManual PRM
Synchronization Tool
IM 01R01A20-01E
IM 01R01A20-01E10th Edition
Toc-1
IM 01R01A20-01E
PRM Synchronization Tool
CONTENTS
IM 01R01A20-01E 10th Edition
A Symbol Marks in the User’s Manual .......................................................A-11 Overview .................................................................................................... 1-1
SystemConfiguration ...................................................................................1-1
PRMSynchronizationToolactivities ............................................................1-1
DeviceforTool ..............................................................................................1-2
Supportedcommunicationprotocol ...................................................... 1-2
Devices .................................................................................................1-2
DataforTool..................................................................................................1-2
Devicesdata ..........................................................................................1-2
2 Operation Preparation ............................................................................. 2-1 Softwareoperationcondition ........................................................................ 2-1
CreateaPRMuseraccountwiththecorrectprivilege ................................. 2-2
EstablishconnectiontothePRMnetwork ....................................................2-2
DefinePRMServertoconnectto .................................................................2-3
3 PRM Synchronization Tool start ............................................................. 3-13-1 Restoring device information from PRM to FieldMate ................................. 3-2
Torestoredeviceinformation: ...................................................................... 3-2
Handlingoverwritemessages ......................................................................3-5
3-2 Backing up device information from FieldMate to PRM ............................... 3-6 Tobackupdeviceinformation: ..................................................................... 3-6
Handlingoverwritemessages ......................................................................3-8
3-3 Synchronizing device information between PRM and FieldMate................ 3-9 Tosynchronizedeviceinformation: .............................................................. 3-9
Handlingconflictmessages ....................................................................... 3-11
3-4 Performingadvancedconfigurationsandsearchingdevices ..................3-12 Performingadvancedconfigurations .........................................................3-12
History .................................................................................................3-13
Memo...................................................................................................3-14
Documents ..........................................................................................3-15
Parametersets ....................................................................................3-15
DTMdata .............................................................................................3-17
Searchingforadevice ................................................................................3-18
MediaNo.IM01R01A20-01E(CD)10thEdition:Aug.29,2016(KP)AllRightsReservedCopyright©2008,YokogawaElectricCorporation
Toc-2
IM 01R01A20-01E
4 Device Tag Extension Mode .................................................................... 4-1 OutlineofPRM/FieldMatesynchronizationcompatibilities .......................... 4-1
PreconditionsforPRM/FieldMateSynchronization ..................................... 4-1
SynchronizingDeviceswithHARTDeviceTagDisplayFormat .................. 4-2
SynchronizingDevicesinSTARDOMUpstreamProject ............................. 4-3
Appendix ........................................................................................................App.-1References .....................................................................................................App.-1
Revision Information
<A Symbol Marks in the User’s Manual> A-1
IM 01R01A20-01E
A Symbol Marks in the User’s ManualThesymbolmarksappearingintheuser’smanualhavethefollowingmeanings.
WARNING
Indicatesapotentiallyhazardoussituationwhich,ifnotavoided,couldresultindeathorseriousinjury.
CAUTION Indicatesapotentiallyhazardoussituationwhich,ifnotavoided,mayresultinminorormoderateinjury.Itmayalsobeusedtoalertagainstunsafepractices.
IMPORTANT
Indicatesthatoperatingthehardwareorsoftwareinthismannermaydamageitorleadtosystemfailure.
NOTE
Drawsattentiontoinformationessentialforunderstandingtheoperationandfeatures.
TIP Thissymbolindicatesinformationimportanttounderstandingtheoperationsandfunctions.
SEE ALSO Thissymbolindicatesitemstobereferredto.
Ifthereferencetargetisindicatedingreen,thereferencetargetitemcanbeaccessed.
Ifthereferencetargetisindicatedinblack,thereferencetargetitemcannotbeaccessed.
<1 Overview> 1-1
IM 01R01A20-01E
1 OverviewPRM Synchronization Tool realizes device information exchange between FieldMate and Plant Resource Manager (PRM). The consolidated database management in PRM is providedbyutilizingfielddeviceinformationimplementedandacquiredbyFieldMate
SystemConfigurationThefollowingsdisplayssamplesystemconfiguration
010101E.ai
Field device
Control station
PRM
FieldMate
Ethernet
FirewallData Transfer
Figure1-1 Establish the connection between FieldMate and the PRM network
PRM Synchronization Tool activitiesPRMSynchronizationToolcanperformthefollowingactivities:• Restoreactivity-SelectthisactivitytotransferdatarecordsfromPRMtoFieldMate.
Thisenablesuserstorefertopreviousdatawhenperformingon-sitedevicetuningusingFieldMate.
• Backupactivity-AfterperformingdevicetuningusingFieldMate,selectthisactivitytostoretheFieldMatedatatoPRMforstorage.
• Synchronizeactivity-AutomaticallyupdatesinformationbetweenPRMandFieldMatebasedonnewrecords.
<1 Overview> 1-2
IM 01R01A20-01E
Device for Tool
Supported communication protocolFOUNDATIONfieldbusHARTBRAIN
Devices DevicesregisteredinFieldMateDevicesregisteredinPRM
Data for ToolThefollowingdataareobjectofSynchronizationTool
Devices data
NOTE
DescriptionsofDevicemaintenanceInformationinR2.06orbeforearedifferentformtheonesin R3.0x.InthisUser’sManual,descriptionsabovearebasedonR2.06orbefore.WhenR3.0xisused,pleaserefertoTable1-1.
Table 1-1 PRM/FieldMate Object data
Before FieldMate R2.06 FieldMate R3.0x PRM SynchronizationDevicedetailsDevicestatus
HistoryMemo(AXFVerificationdate) Attachment-Memo(AXFVerificationdate)
MemoStickyNoteImages
Parameter(AllParameters,ZEROAdjustmentParameters)
Documents Attachment-DocumentLink DocumentsParametersets(Parameter
Manager) Attachment-PMData Parametersets(ParameterManager)
DTMdata Attachment-DTMData DTMdata
TIPAXFVerificationdataaresynchronized,howevertheseareattachedinMemoandcannotbeviewedinPRM
<2 Operation Preparation> 2-1
IM 01R01A20-01E
2 Operation PreparationThis chapter describes the operation preparation before starting PRM Synchronization Tool.
Software operation condition
PRMR3.02orlaterFieldMateR1.03orlater
SincethenewfunctionalitysupportonPRMandFieldMateneedstobeconsideredsuchasnewDDMenufore-EDDLandDeviceTagExtensionMode,thecompatibilitybetweendifferentversionsofPRMandFieldMateisshownasbelow.PRMR3.01orearlierandFieldMateR1.02orearlierareexcludedbecausePRM/FieldMateSynchronizationfunctionisnotsupported.
Table 2-1 Version compatibility between PRM and FieldMate
FieldMateR1.03 R2.01.00 R2.01.10 R2.02/R2.03/R2.04 R2.05/R2.06/R3.0x
PRM R3.02 FullsupportbasedonFieldMateR1.03specification*1
Limitedsynchronizationsupport*2
Limitedsynchronizationsupport*3
Limitedsynchronizationsupport*3 *6
Limitedsynchronizationsupport*3 *6 *7
R3.03R3.04
Limitedsynchronizationsupport*3
Limitedsynchronizationsupport*3
FullsupportbasedonFieldMateR2.01specification*4
Limitedsynchronizationsupport*3 *6
Limitedsynchronizationsupport*3 *6 *7
R3.05R3.10
Limitedsynchronizationsupport*3 *6
Limitedsynchronizationsupport*3 *6
Limitedsynchronizationsupport*3 *6
FullsupportbasedonFieldMateR2.02/R2.03/R2.04 specification*5
Limitedsynchronizationsupport*7
R3.11R3.12R3.20R3.30
Limitedsynchronizationsupport*3 *6
Limitedsynchronizationsupport*3 *6
Limitedsynchronizationsupport*3 *6
FullsupportbasedonFieldMateR2.02/R2.03/R2.04specification*5
FullsupportbasedonFieldMateR2.05/ R2.06/R3.0xspecification*8
*1: Excepte-EDDLdataandDeviceTagDisplayExtensionMode*2: Handlingofe-EDDLDataislimited*3: Handlingofe-EDDLDataandDeviceTagExtensionModefunctionalitiesarelimited.DependingonDevice
TagExtensionModesetting,synchronizationisnotfunctional.*4: Bothe-EDDLDataandDeviceTagExtensionModeexceptLongTagarefullysupportedbyPRM
Synchronizationtool*5: Bothe-EDDLDataandDeviceTagExtensionModeincludingLongTagarefullysupportedbyPRM
Synchronizationtool*6: WhenLongTagisspecified,synchronizationisnotfunctional.*7: AXFVerificationdataisnotsupported.*8: e-EDDLdata,DeviceTagExtensionModeincludingLongTagandAXFVerificationdataarefully
supported.BoldlineisrecommendedversioncombinationbetweenPRMandFieldMate.
<2 Operation Preparation> 2-2
IM 01R01A20-01E
NOTE
PRMSynchronizationToolisincludedintheFieldMateR1.03/R2.01orlater.Itwillbeinstalledsimultaneously.
Create a PRM user account with the correct privilege• CreatePRMuseraccount.
• ApplytheUpdatePRMSynchronizationToolprivilegeonyourPRMuseraccount.
SEE ALSO
Fordetails,pleasesee:
IM33Y05Q10-11E,PlantResourceManagerReference.
Establish connection to the PRM networkUseEthernettoconnectthePCwhereFieldMatewasinstalledtothePRMnetworkwhichincludesthePRMserverandthePRMclient.TheconnectionneedstobeestablishedtoallowFieldMatetocommunicatewithPRM’sdatabase.
NOTE
BeforeconnectingtothePRMnetwork,makesurethatthecomputerwhereFieldMatewasinstalledisadequatelyprotectedagainstsecuritythreats.Ensurethatthelatestsecuritypatchesareinstalledandanantivirusprogramisrunning.ConnectPRMandFieldMateonthenetworkwithsecuritysuchasfirewall.Thesemeasurespreventcomputersinthenetworktobecompromised.
<2 Operation Preparation> 2-3
IM 01R01A20-01E
DefinePRMServertoconnecttoUseFieldMate’sPRMSetupTooltospecifythePRMServerwhereFieldMatewillconnectto.TospecifythePRMserversetinPRMSetupTool:
020201E.ai
Figure2-1 PRM Setup Tool Start (windows 10)
1. StartPRMSetupToolwiththefollowingprocedure.• Windows7:[Startmenu]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRM
Setup]
• Windows10:[Startmenu]>[AllApp]>[YOKOGAWAFieldMate]>[PRMSetup]
2. Selectaconnectiontype:• Select[UseOnePRMServer]toenteronePRMServer.
• Select[UseMultiplePRMServers]tospecifymultipleservers.
Toaddaserver,click[Add].ThisopenstheConnectiondialogboxwhereyoucanentertheServerSetandthePRMServer.Click[OK]toclosetheConnectiondialogbox.
3. Click[Apply].4. Fromthemenubar,select[File]>[Exit]toclosePRMSetupTool.
<3 PRM Synchronization Tool start> 3-1
IM 01R01A20-01E
3 PRM Synchronization Tool startThis chapter provides detailed steps on how to use the Restore, Backup, and Synchronize activities.ThefigurebelowdisplaysacomprehensiveviewofthePRMSynchronizationToolprocessflow.
030301E.ai
Operation Preparation
Network connect
SYNC Tool Start
Backup PRM<-FieldMate Initial registration
Backup PRM<-FieldMate
Restore PRM->FieldMate
Synchronization PRM<->FieldMate
Close
• Select activity
• Create PRM User account • Define PRM Server connection
*1
Figure3-1 PRMSynchronizationToolprocessflow
*1InitialRegistrationDeviceregistrationanddataupdatecanbeexecutedforthedeviceswhicharenotbeenregisteredinPRM
NOTE
• ConnectthecomputerFieldMatewasinstalledtothePRMnetwork.
• CloseotherFieldMateapplicationsbeforestartingthePRMSynchronizationTool.OtherFieldMateapplicationscannotbeusedatthesametimewithPRMSynchronizationTool.
• Beforethedatatransferprocess,PRMSynchronizationTooladjustsFieldMate’stimesettingstofollowPRMServer’stimesettings.
• Duringthedatatransferprocess,devicesthatarenotselectedwillnotbeaffected.
<3 PRM Synchronization Tool start> 3-2
IM 01R01A20-01E
3-1 Restoring device information from PRM to FieldMate
Select the Restore activity to transfer data records from PRM to FieldMate. This enables users to refer to previous data when performing on-site device tuning using FieldMate.
To restore device information:1. StartPRMSynchronizationToolwiththefollowingprocedure.
• Windows7:[Startmenu]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRMSynchronization]
• Windows10:[Startmenu]>[AllApp]>[YOKOGAWAFieldMate]>[PRMSynchronization]
Andthen,PRMLogindialogboxappears.2. EnterorselectaUserNamefromthe[UserName]drop-downlist.3. Enteryourpassword.4. SelectthenameofthePRMServeryouwanttouseinthe[ServerSet]drop-downlist.
[ServerSet]onlyappearsifmorethanonePRMServerwasdefinedinPRMSetupTool.5. Click[OK]tostartPRMSynchronizationTool.6. IntheWelcomedialogbox,click[RestoreDevices].ThisclosestheWelcomedialogbox
anddisplaysthePRMSynchronizationToolwindow.
TIP• ToskipshowingtheWelcomedialogbox,click[Donotshowthisagain]todisplaythecheckmark.The
WelcomedialogboxwillnotappearthenexttimeyoustartPRMSynchronizationTool.
• ToenableWelcomedialogbox,click[Donotshowthisagain]toremovethecheckmark:TheWelcomedialogboxwillnowappeareverytimeyoustartPRMSynchronizationTool.
• AsidefromtheWelcomedialogbox,youcanalsoselectanactivityfromthetoolbarortheActionmenu.
030302E.ai
Figure3-2 Welcome dialog box
<3 PRM Synchronization Tool start> 3-3
IM 01R01A20-01E
7. SelectaPRMDeviceNavigatoroption:• [PlantView]todisplayPlantviewintherightpane.
• [NetworkView]todisplayNetworkviewintherightpane.
• [ClassView]todisplayClassviewintherightpane.
• [CustomView]todisplayCustomviewintherightpane.
• [Search]toperformasearch.
• [SelectedDevices]todisplayselecteddevicesforRestore.
SEE ALSOForSearch,pleasesee:
“Searchingforadevice”in3-4,“Performingadvancedconfigurationsandsearchingdevices”
030303E.ai
Figure3-3 PRM Synchronization Tool window - Restore activity
<3 PRM Synchronization Tool start> 3-4
IM 01R01A20-01E
8. Intherightpane,clickthecheckboxescorrespondingtothedevicesyouwanttoincludeintheactivity.Acheckmarkappearsonthetopofthedevicetagtoindicatethatthedeviceisselected.Devicetagsthatappearinblueindicatethatthedevicewasincludedinthelistofthepreviousdatatransfer. DevicelayoutdisplayedintherightpaneisnotalwaysidenticaltotheonesinPRM.
TIPToviewselecteddevices,select[SelectedDevices]toviewthem.Thiswilldisplayallselecteddevicesintherightpane.
• Tosearchfordevices,select[Search].ThisdisplaystheSearchpanewhereyoucanenterthesearchkeywordin[Values]andthenclick[Search].
NOTE
ThenumberofselectedandcurrentdevicesinFieldMateshouldnotexceed500.ThetotalnumberofselectedandcurrentFieldMatedevicesisdisplayedatthebottomoftherightpane.
9. Click[AdvancedConfigurations]ifyouwanttochangedevicedataoptions.ThisopenstheAdvancedConfigurationsdialogbox.
SEE ALSOForAdvancedConfigurationsinstructions,pleasesee:
“UsingAdvancedConfigurations”in3-4,“Performingadvancedconfigurationsandsearchingdevices”
10. Click[StartRestore].TheRestoreDevicesinProgressdialogboxappearstodisplaytheactivityprogress.
Whenyoustarttheactivity,adialogboxappearstodisplaytheactivityprogress.Click[ShowDetails]todisplaytheactivitydetails.Activitydetailsarecategorizedaccordingtotype,date,time,andremarks.
TIPForAdvancedConfigurationsinstructions,pleasesee:
“UsingAdvancedConfigurations”in3-4,“Performingadvancedconfigurationsandsearchingdevices”
11. Whentheactivityisfinished,click[Close].
<3 PRM Synchronization Tool start> 3-5
IM 01R01A20-01E
Handling overwrite messagesDuringtheRestoreactivity,theOverwritingMessagedialogboxappearswhenthedeviceinformationfromFieldMateisdifferentfromthedeviceinformationinPRM.Thisdialogboxenablesyoutoselecttheoverwriterule.
Table3-1 Situations that trigger the Overwriting Message
PRM Timestamp FieldMate Timestamp ResultSame Same None.Newer Older OverwritingMessageappears.Older Newer OverwritingMessageappears.
030304E.ai
Figure3-4 Overwriting Message dialog box
Clickonthebuttonscorrespondingtothefollowingoptions:• [Yes]tooverwriteFieldMatedatawithPRMdataforthecurrentdevice.
• [YestoAll]tooverwriteFieldMatedatawithPRMdataforalldevices.
• [No]todiscardPRMdataandretainFieldMatedataforthecurrentdevice.
• [NotoAll]todiscardPRMdataandretainFieldMatedataforalldevices.
• [Stop]tostoptheactivity.
NOTE
Ifanoptionisnotselectedwithin30minutes,thedatatransferwillskiptheaffecteddeviceandproceedwiththetransferfortheremainingdevices.
<3 PRM Synchronization Tool start> 3-6
IM 01R01A20-01E
3-2 Backing up device information from FieldMate to PRM
After performing device tuning using FieldMate, select the Backup activity to transfer device information from FieldMate to PRM. This feature enables FieldMate to make full use of the larger capacity of PRM to store device information. Before proceeding with the activity, you can enable an option to delete selected devices in FieldMate after the data transfer.
Newly-imported devices in PRM appear in the Spare folder of Plant view, in the respective protocol folder in Network view, and under the actual class of the device in Class view. Devices that were included in the previous data transfer will remain in the same view and folder.
To back up device information:1. StartPRMSynchronizationToolwiththefollowingprocedure.
• Windows7:[Startmenu]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRMSynchronization]
• Windows10:[Startmenu]>[AllApp]>[YOKOGAWAFieldMate]>[PRMSynchronization]
Andthen,PRMLogindialogboxappears.2. EnterorselectaUserNamefromthe[UserName]drop-downlist.3. Enteryourpassword.4. SelectthenameofthePRMServeryouwanttouseinthe[ServerSet]drop-downlist.
[ServerSet]onlyappearsifmorethanonePRMServerwasdefinedinPRMSetupTool.5. Click[OK]tostartPRMSynchronizationTool.6. IntheWelcomedialogbox,click[BackupDevices].ThisclosestheWelcomedialogboxand
displaysthePRMSynchronizationToolwindow.TIPAsidefromtheWelcomedialogbox,youcanalsoselectanactivityfromthetoolbarortheActionmenu.
<3 PRM Synchronization Tool start> 3-7
IM 01R01A20-01E
7. SelectaFieldMateDeviceNavigatoroption:• [All]todisplayallFieldMatedevicesintherightpane.
• [Favorites]todisplayfavoritedevicesintherightpane.
• [Search]toperformasearch.
• [SelectedDevices]todisplayselecteddevicesforsynchronization.
SEE ALSOForFavorites,pleasesee:
“DeviceNavigator”inIM01R01A01-01EFieldMateVersatileDeviceManagementWizard
ForSearch,pleasesee:
“Searchingforadevice”in3-4,“Performingadvancedconfigurationsandsearchingdevices”
030305E.ai
Figure3-5 PRM Synchronization Tool window - Backup activity
8. Intherightpane,clickthecheckboxescorrespondingtothedevicesyouwanttoincludeintheactivity.Acheckmarkappearsonthetopofthedevicetagtoindicatethatthedeviceisselected.
TIP• Toviewselecteddevices,select[SelectedDevices]toviewthem.Thiswilldisplayallselecteddevicesin
therightpane.
• Toviewdevicesmarkedasfavorite,select[Favorites].Thiswilldisplayallfavoritedevicesintherightpane.TheFavoriteoptionappearswhenyouareviewingdevicesfromtheFieldMatedatabaseduringtheSynchronizeorBackupactivity.
• Tosearchfordevices,select[Search].ThisdisplaystheSearchpanewhereyoucanenterthesearchkeywordin[Values]andthenclick[Search].
<3 PRM Synchronization Tool start> 3-8
IM 01R01A20-01E
9. Clickthe[DeleteselecteddevicesfromFieldMateafterBackupActivity]checkboxifyouwanttodeletethedevicesinFieldMateaftertheactivity.
10. Click[StartBackup].TheBackupDevicesinProgressdialogboxappearstodisplaytheactivityprogress.
Whenyoustarttheactivity,adialogboxappearstodisplaytheactivityprogress.Click[ShowDetails]todisplaytheactivitydetails.Activitydetailsarecategorizedaccordingtotype,date,time,andremarks.
TIPYoucanalsostoptheactivityatanypointintime.Tostoptheactivity,click[Stop]fromtheBackupDevicesinProgressdialogbox.Whenanactivityisstopped,theprocessishaltedbuttheinformationthatwasprocessedbeforestoppingtheactivitywillnotbereverted.
11. Whentheactivityisfinished,click[Close].
Handling overwrite messagesDuringtheBackupactivity,theOverwritingMessagedialogboxappearswhenthedeviceinformationfromFieldMateisdifferentfromthedeviceinformationinPRM.Thisdialogboxenablesyoutoselecttheoverwriterule.
Table3-2 Situations that trigger the Overwriting Message
PRM Timestamp FieldMate Timestamp ResultSame Same NoneNewer Older OverwritingMessageappearsOlder Newer Automaticoverwrite
SEE ALSOForhandlingoverwriteprompts,pleasesee:
“Handlingoverwritemessages“in3-1,“TransferringdeviceinformationfromPRMtoFieldMate”
TIPInthecasethatthePRMhasbackeduptheStickyNote,Image,andParameteroftheFieldMateR3.0x,filenamesareasshownhere.
StickyNote:ThecontentoftheStickyNoteisshowninthecontentofthememo.{FieldMateStickyNote}
Image:TheimagedataisrecordedasaMemoattachmentfile.{FieldMateImage}
(ThefilenameisthesameasthatwhichtheuserselectedforFM.)
Parameter(All/Zeroadjustmentparameters):ThisisrecordedasaMemoattachmentfile.{FieldMateParameter}
Thefilenameisappliedautomatically.[UserName]_[Date]([TagName]).xml
Example:DefaultUser_20140701103121(TAG002).xml
(Theinformationwithin{}istheMemotitleafterthePRMhasperformedbackup.).
<3 PRM Synchronization Tool start> 3-9
IM 01R01A20-01E
3-3 Synchronizing device information between PRM and FieldMate
Select the Synchronize activity to update information between FieldMate and PRM based on new records. Newly-imported devices in PRM appear in the Spare folder of Plant view, in the respective protocol folder in Network view, and under the actual class of the device in Class view. Devices that were included in the previous data transfer will remain in the same view and folder.
To synchronize device information:1. StartPRMSynchronizationToolwiththefollowingprocedure.
• Windows7:[Startmenu]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRMSynchronization]
• Windows10:[Startmenu]>[AllApp]>[YOKOGAWAFieldMate]>[PRMSynchronization]
Andthen,PRMLogindialogboxappears.2. EnterorselectaUserNamefromthe[UserName]drop-downlist.3. Enteryourpassword.4. SelectthenameofthePRMServeryouwanttousefromthe[ServerSet]drop-downlist.
[ServerSet]onlyappearsifmorethanonePRMServerwasdefinedinPRMSetupTool.5. Click[OK]tostartPRMSynchronizationTool.6. IntheWelcomedialogbox,click[SynchronizeDevices].ThisclosestheWelcomedialog
boxanddisplaysthePRMSynchronizationToolwindow.
TIPAsidefromtheWelcomedialogbox,youcanalsoselectanactivityfromthetoolbarortheActionmenu.
7. SelectaFieldMateDeviceNavigatoroption:• [All]todisplayallFieldMatedevicesintherightpane.
• [Favorites]todisplayfavoritedevicesintherightpane.
• [Search]toperformasearch.
• [SelectedDevices]todisplayselecteddevicesforsynchronization.
SEE ALSOForFavorites,pleasesee:
“DeviceNavigator”inIM01R01A01-01EFieldMateVersatileDeviceManagementWizard
ForSearch,pleasesee:
“Searchingforadevice”in3-4,“Performingadvancedconfigurationsandsearchingdevices”
<3 PRM Synchronization Tool start> 3-10
IM 01R01A20-01E
030306E.ai
Figure3-6 PRM Synchronization Tool window - Synchronize activity
8. Intherightpane,clickthecheckboxescorrespondingtothedevicesyouwanttoincludeinthesynchronization.Acheckmarkappearsonthetopofthedevicetagtoindicatethatthedeviceisselected.
TIP• Toviewselecteddevices,select[SelectedDevices]toviewthem.Thiswilldisplayallselecteddevicesin
therightpane.
• ToviewFavoritedevices,select[Favorites].Thiswilldisplayallfavoritedevicesintherightpane.TheFavoriteoptionappearswhenyouareviewingdevicesfromtheFieldMatedatabaseduringtheSynchronizeorBackupactivity.
• Tosearchfordevices,select[Search].ThisdisplaystheSearchpanewhereyoucanenterthesearchkeywordin[Values]andthenclick[Search].
9. Click[AdvancedConfigurations]ifyouwanttochangedevicedataoptions.ThisopenstheAdvancedConfigurationsdialogbox.
SEE ALSOForAdvancedConfigurationsinstructions,pleasesee:
“UsingAdvancedConfigurations”in3-4,“Performingadvancedconfigurationsandsearchingdevices”
10. Click[StartSynchronizing].TheSynchronizingDevicesinProgressdialogboxappearstodisplaytheactivityprogress.
Whenyoustarttheactivity,adialogboxappearstodisplaytheactivityprogress.Click[ShowDetails]todisplaytheactivitydetails.Activitydetailsarecategorizedaccordingtotype,date,time,andremarks.
<3 PRM Synchronization Tool start> 3-11
IM 01R01A20-01E
TIPYoucanalsostoptheactivityatanypointintime.Tostoptheactivity,click[Stop]intheSynchronizeDevicesinProgressdialogbox.Whenanactivityisstopped,theprocessishaltedbuttheinformationthatwasprocessedbeforestoppingtheactivitywillnotbereverted.
11. Whentheactivityisfinished,click[Close].
HandlingconflictmessagesDuringthesynchronizationactivity,theConflictMessagedialogboxappearswhenthedeviceinformationfromFieldMateisolderthanthedeviceinformationinPRMorwhenbothPRMandFieldMatehavenewinformation.
Table3-3 SituationsthattriggertheConflictMessage
PRM Timestamp FieldMate Timestamp ResultSame Same NoneNewer Older ConflictMessageappears.Older Newer AutomaticoverwritefromFieldMatetoPRM.Newer Newer ConflictMessageappears.
030307E.ai
Figure3-7 ConflictMessagedialogbox
Toresolveconflicts,clickthefollowingoptions:• [PRMData]tooverwriteFieldMatedatawithPRMdataforalldevices.
• [FieldMateData]tooverwritePRMdatawithFieldMatedataforalldevices.
• [LatestData]tooverwriteFieldMateolderdatawithPRMnewerdata,comparingwiththelatestUpdateDate.
• [Prompt]toselecttheoverwritedirectionforthecurrentdeviceonly.
• [Continue]toapplytheselectedconflictresolutionandproceedwiththesynchronizationactivity.
• [Stop]tostopthesynchronizationactivity.
NOTE
Ifanoptionisnotselectedwithin30minutes,thedatatransferwillskiptheaffecteddeviceandproceedwiththetransferfortheremainingdevices.
<3 PRM Synchronization Tool start> 3-12
IM 01R01A20-01E
3-4 Performingadvancedconfigurationsandsearching devices
PRMSynchronizationToolincludesadvancedconfigurationsandsearchoptions.
PerformingadvancedconfigurationsTheAdvancedConfigurationsoptionappearsintheSynchronizeandRestoreactivities.Thisdialogboxallowsyoutoselectthedatatobeincludedinthedatatransfer.Duringthedatatransfer,devicedetailsanddevicestatusareautomaticallyincluded.Otherdatasuchashistorymessages,memos,documents,parametersets,andDTMdatacanbeincludedorremovedmanuallyfromthetransfer.Whenyouincludemaintenancedatalikehistorymessages,memos,anddocumentsinthedatatransfer,PRMSynchronizationToolwilltransferthisinformationforallselecteddevices.Ontheotherhand,youcanconfigureParametersetsandDTMdataforeachselecteddevice.Thefollowingtablesummarizesthedevicedatathatcanorcannotbeconfiguredforeachactivity:
Table3-4 Devicedataconfigurationforeachactivity
Before Data PRM/FieldMate R2.06 Data FieldMate R3.0x Restore Backup Synchronize
Device details Devicedetails Automaticallyincluded
Automaticallyincluded
Automaticallyincluded
Device status Devicestatus Automaticallyincluded
Automaticallyincluded
Automaticallyincluded
History History Alldevices Noconfigurationneeded Alldevices
Memo
Attachment-Memo
Memo Alldevices Noconfigurationneeded AlldevicesStickyNote
ImagesParameter
Documents Attachment-DocumentLink Documents Alldevices Noconfiguration
needed Alldevices
Parameter sets Attachment-PMData
Parametersets Alloreachdevice Noconfiguration
needed Alloreachdevice
DTM data Attachment-DTMData DTMdata Alloreachdevice Noconfiguration
needed Alloreachdevice
ThefollowingtableprovidesthedefaultsettingsforAdvancedConfigurations:
Table3-5 AdvancedConfigurationsdefaultsettings
Before Data PRM/FieldMate R2.06 Data FieldMate R3.0x Default settings
History History
Historymessagesforthelast14days.DataitemsincludeMaintenancealarm,DeviceEvent,DeviceConfiguration,andOperationLog.Maximumof1000messages.
Memo
Attachment-Memo
Memo 100 MemosStickyNoteImagesParameter
Documents Attachment-DocumentLink Documents Included.Noconfigurationisnecessary.
Parametersets Attachment-PMData
Parametersets
Auto-Selectionwiththe[Thelatestdated‘DonotArchive’setandthelatestdatedset]option.
DTMdata Attachment-DTMData DTMdata Auto-Selectionwiththe[Thelatestdated‘DonotArchive’set
andthelatestdatedset]option.
<3 PRM Synchronization Tool start> 3-13
IM 01R01A20-01E
NOTE
OnthefirsttimeyouopenPRMSynchronizationTool,itusesthedefaultAdvancedConfigurationsettings.However,whenyouapplychangesintheAdvancedConfigurationdialogbox,PRMSynchronizationToolwillsavethesesettingsforreuseinthenextoperation.TousethedefaultAdvancedConfigurationssettingsagain,click[Default].Also,thesavedAdvancedConfigurationsettingforSynchronizeactivityisdifferentfromtheAdvancedConfigurationsettingforRestoreactivity.EachactivitycanhavedifferentAdvancedConfigurationsettings.
HistoryHistorymessagescanbeincludedinthedatatransfer.Whenincluded,youcanspecifythehistorymessageitemsyouwanttoinclude.
030308E.ai
Figure3-8 AdvanceConfigurationdialogbox-Historytab
TIPPRMSynchronizationToolcanincludemaintenancealarmmessagesfromPRMbutcannotacknowledgeorcreatenewmessages.
Toselecthistorymessages:1. UnderDataOptions,selectthe[History]checkbox.Acheckmarkappearsandtheoptions
intheHistorytabareenabled. TheoptionsinthetabsareonlyenabledafteryouselectthecorrespondingDataOptions
checkbox.2. Selectadaterangebyeitherenteringthenumberofdays,orbyselectingspecificdates
usingthe[From]and[To]buttons.Themaximumnumberofdaysis14.3. UnderItemsSelection,selectthemessagesyouwanttoinclude.
<3 PRM Synchronization Tool start> 3-14
IM 01R01A20-01E
4. UnderLimit,specifythenumberofmessagestoinclude.Themaximumis1000messages.5. Click[OK]toapplyandsavethesettings.
• Click[Cancel]toreverttothepreviousconfigurationsettings.
• Click[Default]tousetheAdvancedconfigurationsdefaultsettings.
MemoYoucanincludeamaximumof1000memosduringdatatransfer.BothapprovedandunapprovedmemoswillbetransferredfromPRMtoFieldMate.MemosthataretransferredfromFieldMatetoPRMwillbecreatedasunapprovedmemos.
030309E.ai
Figure3-9 AdvancedConfigurationsdialogbox-Memotab
Toselectmemo:1. UnderDataOptions,selectthe[Memo]checkbox.Acheckmarkappearsandtheoptionsin
theMemotabareenabled. TheoptionsinthetabsareonlyenabledafteryouselectthecorrespondingDataOptions
checkbox.2. Enterthenumberofmemostobeincludedfrom1to1000.3. Click[OK]toapplyandsavethesettings.
• Click[Cancel]toreverttothepreviousconfigurationsettings.• Click[Default]tousetheAdvancedconfigurationsdefaultsettings.
<3 PRM Synchronization Tool start> 3-15
IM 01R01A20-01E
DocumentsDocumentsforalldevicescanbeincludedinthedatatransfer.FieldMatecansupportanunlimitednumberofdocuments.Toselectdocuments,youcanfollowthesesteps:1. UnderDataOptions,selectthe[Documents]checkbox.Acheckmarkappearsandall
documentsareincludedinthetransfer.2. Click[OK]toapplyandsavethesettings.
• Click[Cancel]toreverttothepreviousconfigurationsettings.
• Click[Default]tousetheAdvancedconfigurationsdefaultsettings.
Parameter setsYoucanconfiguretheparametersetforeachselecteddevice.FieldMatecansupportuptofiveparametersetsforeachdevice.Whenthislimitisreached,FieldMatewillautomaticallyoverwritetheoldestparameterset.Youcanselectparametersetseitherautomaticallyormanually.IntheSynchronizeactivity,bothPRMandFieldMateparametersetscanbemanuallyselected.IntheRestoreactivity,onlyPRMparametersetscanbemanuallyselected.
030310E.ai
Figure3-10 AdvancedConfigurationsdialogbox–Parametersettab
<3 PRM Synchronization Tool start> 3-16
IM 01R01A20-01E
Toselectparametersets:1. UnderDataOptions,selectthe[Parameter]checkbox.Acheckmarkappearsandthe
optionsintheParametertabareenabled. TheoptionsinthetabsareonlyenabledafteryouselectthecorrespondingDataOptions
checkbox.2. ClickaDeviceTagtoselectadevice.3. Chooseaparametersetselectionmode:
• Click[Auto-Selection]andthenselectoneofthedrop-downlistoptions:
Table3-6 Auto-Selection options
Auto- Selection options DefinitionThelatestdated‘DonotArchive’setandlatestdateset
SelectsthelatestparametersetthathasbeenassignedwiththeDonotArchivekeyandthelatestdatedsetoption.IfthelatestparametersethasbeenassignedwiththeDonotArchivekey,onlyoneparametersetwillbeselected.
Thelatestdated‘DonotArchive’set
SelectsthelatestparametersetthathasbeenassignedwiththeDonotArchivekey.
Thelatestdatedset Selectsthelatestparameterset,regardlessoftheassignmentoftheDonotArchivekey.
• Click[ManualSelection]andthenmanuallyselecttheparametersetstobeincludedintheactivity.Youcanselectuptofiveparametersets.
4. Click[OK]toapplyandsavethesettings.• Click[Cancel]toreverttothepreviousconfigurationsettings.
• Click[Default]tousetheAdvancedconfigurationsdefaultsettings.
SEE ALSOFor“DonotArchivekey”,pleasesee:
“Performingdeviceparameteradjustment”inA6IM33Y05Q10-11E,PlantResourceManagerReference.
<3 PRM Synchronization Tool start> 3-17
IM 01R01A20-01E
DTM dataThemethodforselectingDTMdataisidenticaltothemethodforselectingparametersets.YoucanconfiguretheDTMdatasetforeachselecteddevice.FieldMatecanonlysupportuptofiveDTMdatasetsforeachdevice.Whenthislimitisreached,FieldMatewillautomaticallyoverwritetheoldestDTMdataset.YoucanselectDTMdatasetseitherautomaticallyormanually.IntheSynchronizeactivity,bothPRMandFieldMateDTMdatasetscanbemanuallyselected.IntheRestoreactivity,onlyPRMDTMdatasetscanbemanuallyselected.
030311E.ai
Figure3-11 AdvancedConfigurationsdialogbox-DTMDatatab
ToselectDTMdatasets,selectthe[DTMData]checkboxunderDataOptions.AcheckmarkappearsandtheoptionsintheDTMDatatabareenabled.
SEE ALSOForselectingDTMdatasetsinstructions,pleasesee:
“Parametersets“in“Performingadvancedconfigurations”
<3 PRM Synchronization Tool start> 3-18
IM 01R01A20-01E
Searching for a deviceTheDeviceNavigatorprovidesasearchfacilitytohelpyoulookfordevices.
030312E.ai
Figure3-12 Search pane
Tousesearch:1. Select[Search]fromtheDeviceNavigator.TheSearchpaneappears.2. IntheSearchpane,selectacategoryfromthe[LookIn]drop-downlist.3. Selectthesearchcriteriafromthe[Criteria]drop-downlist.4. Enterthesearchkeywordin[Values]orselectarecently-usedkeywordfromthedrop-down
list.• [...]buttonnexttoValuesiseffectivewhenVendor,Model,DeviceRevision,
CommunicationTypeisselectedinLookIntoassistusertosearchavailablevalues.
Ifnecessary,selectalogicaloperatorfromthe[Logic]drop-downlist.
• Ifseveralconditionsarespecified,refertoexamplebelow.Bracket()comesbeforeandafterORlogic.Forexample:1AND2OR3AND4AND5OR6meansthat(1AND2)OR(3AND4AND5)OR6
5. Click[Add]toinsertthesearchcriteria.6. Click[Search]tostartthesearchbasedonthesearchcriteria.Thesearchoutputwillbe
displayedatthebottomoftherightpane.7. Selectdevicesfromthesearchresult.Toselectdevices,selectthecheckboxnexttothe
devicetag.Acheckmarkappearstoindicatethatthedeviceisselected.• Toaddothersearchcriteria,enteranewkeywordandthenclick[Add].
• Click[Delete]toremovethesearchcriteria.
• Click[Change]toapplyupdates.
• Click[Reset]toclearboththelistandsearchresults.
<4 Device Tag Extension Mode> 4-1
IM 01R01A20-01E
4 Device Tag Extension Mode
Outline of PRM/FieldMate synchronization compatibilitiesDeviceswithextendeddevicetagarerecognizedandhandledaccordingtoHARTDeviceTagDisplayFormatsuchas“Tag+Descriptor”or“Descriptor”or“Message”onbothPRMandFieldMatesides.OnPRMR3.03orlaterandFieldMateR2.01.10orlater,theextendeddevicetaggeneratedastheresultofHARTDeviceTagDisplayFormatinPRMarerecognizedandfullysupportedbyFieldMate(andviceversa).
NOTE
Whenitisenabled,settingsmustbeexactlythesameonbothsides.Otherwise,PRM/FieldMateSynchronizationdisplaysanerrormessageandexit.
However,FieldMatedoesnotrecognizetheDeviceTagExtensionmodeforSTARDOMProjectNameSupportasdescribedexampleinthefollowingsheet.
Preconditions for PRM/FieldMate SynchronizationThistablesummarizestheconditionswherePRM/FieldMateSynchronizationareallowed.DeviceTagExtensionmodeforSTARDOMProjectNameSupportisignoredwhenFieldMatesynchronizeswithPRM.
Table 4-1 Preconditions for PRM/FieldMate Synchronization
Device Tag Extension Mode
FieldMate R1.03/
R2.01.00
FieldMate R2.01.10/R2.02/R2.03/R2.04/R2.05/
R2.06/R3.0x
FieldMate R2.02/R2.03/R2.04/ R2.05/ R2.06/ R3.0x
STARDOM Project Name
Support
HART Device Tag Display
Format
HART Device Tag Display Format
Tag Tag + Descriptor Descriptor Message Long Tag
PRM R3.02 - - √ √ × × × ×PRM R3.03PRM R3.04PRM R3.05
Off Tag √ √ × × × ×Tag+Descriptor × × √ × × ×Descriptor × × × √ × ×Message × × × × √ ×
On Tag √ √ × × × ×Tag+Descriptor × × √ × × ×Descriptor × × × √ × ×Message × × × × √ ×
PRM R3.05PRM R3.10 PRM R3.11PRM R3.12PRM R3.20PRM R3.30
Off LongTag × × × × × √NoteOn
√: Synchronizationiseffective.×: Synchronizationisnoteffective.Note: WhenLongTagisspecifiedforHART6,7devices,settingofHART5devicesfollowstheboldlineofindividualDeviceTag
ExtensionModeshownabove.
<4 Device Tag Extension Mode> 4-2
IM 01R01A20-01E
Synchronizing Devices with HART Device Tag Display FormatThesameDeviceTagExtensionModeneedstobesetonPRMandFieldMate.Eveniftheuserrenamesthedevicetagononeside,itisupdatedtotheothersideafterthesynchronizationaslongastheHARTDeviceTagDisplayFormatofthedeviceisconsistentwiththeHARTDeviceTagDisplayFormatontheotherside.
Samplecaseisshownasbelow,ifHARTDeviceTagDisplayFormatissetto“Tag+Descriptor”andallthedevicesinthedatabaseareregisteredorupdatedwiththesamemode,thenthefollowingoutcomescanbeexpected.
Table 4-2 Sample case with same setting mode
PRM devicesCurrent mode: Tag+Descriptor Operation and Outcome FieldMate devices Current mode:
Tag+DescriptorEJX004-PIPE02Registeredmode:Tag+Descriptor
RestoreOK [Notexist]
[Notexist] BackupOK EJA005-PIPE02Registeredmode:Tag+Descriptor
EJA001-PIPE01Registeredmode:Tag+Descriptor
SyncOK EJA001-PIPE01Registeredmode:Tag+Descriptor
SyncOK
RegisteringdevicesusingPRM/FieldMateSynchronizationmeansthatthedevicesdonotexistinPRMdatabaseoriginallyandthedevicesareimportedfromFieldMate.InHARTDeviceTagDisplayFormatisenabled,itcanbeexpectedthatthedevicetagsofthedevicesimportedtoPRMdomatchthedevicetagsshowninFieldMate.
However,iftheHARTDeviceTagDisplayFormatofthedeviceinthedatabasedoesnotmatchthemodeoftheotherside,thenthesynchronizationofthedeviceisprohibited.
Table 4-3 Sample case with different device setting mode
PRM devicesCurrent mode: Tag+Descriptor Operation and Outcome FieldMate devices
Current mode: Tag+DescriptorEJX006Registeredmode:Tag
ProhibitRestore [Notexist]
[Notexist] ProhibitBackup EJA007Registeredmode:Tag
EJX002Registeredmode:Tag
ProhibitSync EJX002-PIPE01Registeredmode:Tag+Descriptor
SyncOK
EJA003-PIPE02Registeredmode:Tag+Descriptor
SyncOK EJA003Registeredmode:Tag
ProhibitSync
<4 Device Tag Extension Mode> 4-3
IM 01R01A20-01E
Synchronizing Devices in STARDOM Upstream ProjectTIPThefollowingsdescribessamplecaseandoperationworkflowonlyforSTARDOMuser.
InSTARDOMupstreamproject,thesynchronizationbetweenPRMandFieldMateworksexcepttheprojectnameportionoftheextendeddevicetag.Projectnameisignored.
Table 4-4 Sample case with project setting mode
PRM devicesCurrent mode:Tag+Descriptor+Project Name
Operation and OutcomeFieldMate devicesCurrent mode:Tag+Descriptor
[Notexist](Backupas“EJA005-PIPE02”) BackupOK EJA005-PIPE02
Registeredmode:Tag+Descriptor
EJX004-PIPE02_WELL01Registeredmode:Tag+Descriptor+ProjectName
RestoreOK [Notexist](Restoredas“EJX004-PIPE02”)
EJA001-PIPE01_WELL01Registeredmode:Tag+Descriptor+ProjectName
SyncOK EJA001-PIPE01Registeredmode:Tag+DescriptorSyncOK
InSTARDOMupstreamproject,sincethedevicesimportedfromFieldMatedonotcontaindevicepathinformation,itisalsoexpectedthatthedevicetagsoftheimporteddevicesdonotcontaintheprojectname,andthedevicetagscanbeupdatedwiththeprojectnameonlyafterPlug&Play.
Ifthedevicehasbeensynchronizedbefore,renamingthedevicetagononesidewillstillupdatethedevicetagontheothersideproperlyaftersynchronization.Thesamebehaviorcanbeexpectedfortheotherwayaround.
Table4-5 Sampleoperationflowwithprojectsettingmode
Step ProcedurePRMCurrent mode:Tag+Descriptor+Project Name
DirectionFieldMateCurrent mode:Tag+Descriptor
Outcome
1 BeforeSync EJX004-PIPE02_WELL01 [Notexist]2 Restoredevice
toFieldMateEJX004-PIPE02_WELL01 EJX004-PIPE02 Deviceisrestored
withouttheprojectnameportion
3 RenamethedevicetagonFieldMate
EJX004-PIPE02_WELL01 EJX004-PIPE02↓EJX001-PIPE01
DeviceisrenamedonFieldMate
4 SynchronizedevicebacktoPRM
EJX004-PIPE02_WELL01 EJX001-PIPE01
5 AfterSync EJX001-PIPE01_WELL01 EJX001-PIPE01 DeviceisupdatedinPRMwhilekeepingtheprojectnameportion
App.-1
IM 01R01A20-01E
Appendix
References1. FieldMateVersatileDeviceManagementWizard(IM01R01A01-01E).2. PlantResourceManagerReference(IM33Y05Q10-11E)
IM 01R01A20-01E
Revision InformationTitle : FieldMate:PRMSynchronizationToolManualNo. : IM01R01A20-01E
Revision No. Revised Date Major Changes1st Edition April2008 Newlypublished2nd Edition January2009 FieldMateR2.013rdEdition April2009 FieldMateR2.01.104th Edition June2010 FieldMateR2.025th Edition February2011 FieldMateR2.036th Edition September2011 FieldMateR2.047th Edition August2012 FieldMateR2.058th Edition May2013 FieldMateR2.069th Edition October2014 FieldMateR3.0110th Edition August2016 FieldMateR3.02