prm synchronization tool - web … · activities.the figurebelow displays a comprehensiveview of...

UsersManual PRM

Synchronization Tool

IM 01R01A20-01E

IM 01R01A20-01E11th Edition

Toc-1

IM 01R01A20-01E

PRM Synchronization Tool

CONTENTS

IM 01R01A20-01E 11th Edition

A Symbol Marks in the Users 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

11thEdition:Apr.2018(KP)AllRightsReservedCopyright2008,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-1

IM 01R01A20-01E

A Symbol Marks in the Users ManualThesymbolmarksappearingintheusersmanualhavethefollowingmeanings.

WARNING

Indicatesapotentiallyhazardoussituationwhich,ifnotavoided,couldresultindeathorseriousinjury.

CAUTION Indicatesapotentiallyhazardoussituationwhich,ifnotavoided,mayresultinminorormoderateinjury.Itmayalsobeusedtoalertagainstunsafepractices.

IMPORTANT

Indicatesthatoperatingthehardwareorsoftwareinthismannermaydamageitorleadtosystemfailure.

NOTE

Drawsattentiontoinformationessentialforunderstandingtheoperationandfeatures.

TIP Thissymbolindicatesinformationimportanttounderstandingtheoperationsandfunctions.

SEE ALSO Thissymbolindicatesitemstobereferredto.

Ifthereferencetargetisindicatedingreen,thereferencetargetitemcanbeaccessed.

Ifthereferencetargetisindicatedinblack,thereferencetargetitemcannotbeaccessed.

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.

1-2

IM 01R01A20-01E

Device for Tool

Supported communication protocolFOUNDATIONfieldbusHARTBRAINProfibusISA100ModbusOthers

Devices DevicesregisteredinFieldMateDevicesregisteredinPRM

Data for ToolThefollowingdataareobjectofSynchronizationTool

Devices data

NOTE

DescriptionsofDevicemaintenanceInformationinR2.06orbeforearedifferentformtheonesin R3.0x.InthisUsersManual,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-PMDataParametersets(Parameter

Manager)DTMdata Attachment-DTMData DTMdata

1-3

IM 01R01A20-01E

NOTE

PRMSynchronizationdoesnotsupportParametersets(ParameterManager)ofISA100.

TIPAXFVerificationdataaresynchronized,howevertheseareattachedinMemoandcannotbeviewedinPRM

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

FieldMate

R1.03 R2.01.00 R2.01.10 R2.02, R2.03,R2.04R2.05, R2.06,R3.01, R3.02,

R3.03R3.03.10

PRM R3.02 FullsupportbasedonFieldMateR1.03 specification*1

Limitedsynchronizationsupport*2


Limitedsynchronizationsupport*3 *6

Limitedsynchronizationsupport*3 *6 *7

Limitedsynchronizationsupport *3 *6 *7

R3.03R3.04



FullsupportbasedonFieldMateR2.01 specification*4


Limitedsynchronizationsupport*3 *6 *7

Limitedsynchronizationsupport *3 *6 *7

R3.05R3.10




FullsupportbasedonFieldMateR2.02/R2.03/R2.04 specification*5


Limitedsynchronizationsupport *7

R3.11R3.12R3.20R3.30R3.31




FullsupportbasedonFieldMateR2.02/R2.03/R2.04specification*5

FullsupportbasedonFieldMateR2.05/ R2.06/R3.0xspecification*8

Limitedsynchronizationsupport

R4.01 Notsupported Notsupported Notsupported Notsupported Notsupported Limitedsynchronizationsupport

*1: Excepte-EDDLdataandDeviceTagDisplayExtensionMode*2: Handlingofe-EDDLDataislimited*3: Handlingofe-EDDLDataandDeviceTagExtensionModefunctionalitiesarelimited.DependingonDevice

TagExtensionModesetting,synchronizationisnotfunctional.*4: Bothe-EDDLDataandDeviceTagExtensionModeexceptLongTagarefullysupportedbyPRM

Synchronizationtool*5: Bothe-EDDLDataandDeviceTagExtensionModeincludingLongTagarefullysupportedbyPRM

Synchronizationtool

2-2

IM 01R01A20-01E

*6: WhenLongTagisspecified,synchronizationisnotfunctional.*7: AXFVerificationdataisnotsupported.*8: e-EDDLdata,DeviceTagExtensionModeincludingLongTagandAXFVerificationdataarefully

supported.BoldlineisrecommendedversioncombinationbetweenPRMandFieldMate.

NOTE

PRMSynchronizationToolisincludedintheFieldMateR1.03/R2.01orlater.Itwillbeinstalledsimultaneously.

Create a PRM user account with the correct privilege CreatePRMuseraccount.

ApplytheUpdatePRMSynchronizationToolprivilegeonyourPRMuseraccount.

SEE ALSO

Fordetails,pleasesee:

IM33Y05Q10-11E,PlantResourceManagerReference(forPRMR3orearlier)

IM30B05A20-01EN,PlantResourceManagerInstallation(forPRMR4)

Establish connection to the PRM networkUseEthernettoconnectthePCwhereFieldMatewasinstalledtothePRMnetworkwhichincludesthePRMserverandthePRMclient.TheconnectionneedstobeestablishedtoallowFieldMatetocommunicatewithPRMsdatabase.

NOTE

BeforeconnectingtothePRMnetwork,makesurethatthecomputerwhereFieldMatewasinstalledisadequatelyprotectedagainstsecuritythreats.Ensurethatthelatestsecuritypatchesareinstalledandanantivirusprogramisrunning.ConnectPRMandFieldMateonthenetworkwithsecuritysuchasfirewall.Thesemeasurespreventcomputersinthenetworktobecompromised.

2-3

IM 01R01A20-01E

DefinePRMServertoconnecttoUseFieldMatesPRMSetupTooltospecifythePRMServerwhereFieldMatewillconnectto.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.

3-1

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

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

3-3

IM 01R01A20-01E

7. SelectaPRMDeviceNavigatoroption: [PlantView]todisplayPlantviewintherightpane.

[NetworkView]todisplayNetworkviewintherightpane.

[ClassView]todisplayClassviewintherightpane.

[CustomView]todisplayCustomviewintherightpane.

[Search]toperformasearch.

[SelectedDevices]todisplayselecteddevicesforRestore.

SEE ALSOForSearch,pleasesee:

Searchingforadevicein3-4,Performingadvancedconfigurationsandsearchingdevices

030303E.ai

Figure3-3 PRM Synchronization Tool window - Restore activity

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:

UsingAdvancedConfigurationsin3-4,Performingadvancedconfigurationsandsearchingdevices

10. Click[StartRestore].TheRestoreDevicesinProgressdialogboxappearstodisplaytheactivityprogress.

Whenyoustarttheactivity,adialogboxappearstodisplaytheactivityprogress.Click[ShowDetails]todisplaytheactivitydetails.Activitydetailsarecategorizedaccordingtotype,date,time,andremarks.

TIPForAdvancedConfigurationsinstructions,pleasesee:


11. Whentheactivityisfinished,click[Close].

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.

3-6

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.



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.

3-7

IM 01R01A20-01E

7. SelectaFieldMateDeviceNavigatoroption: [All]todisplayallFieldMatedevicesintherightpane.

[Favorites]todisplayfavoritedevicesintherightpane.


[SelectedDevices]todisplayselecteddevicesforsynchronization.

SEE ALSOForFavorites,pleasesee:

DeviceNavigatorinIM01R01A01-01EFieldMateVersatileDeviceManagementWizard

ForSearch,pleasesee:


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.


3-8

IM 01R01A20-01E

9. Clickthe[DeleteselecteddevicesfromFieldMateafterBackupActivity]checkboxifyouwanttodeletethedevicesinFieldMateaftertheactivity.

10. Click[StartBackup].TheBackupDevicesinProgressdialogboxappearstodisplaytheactivityprogress.


TIPYoucanalsostoptheactivityatanypointintime.Tostoptheactivity,click[Stop]fromtheBackupDevicesinProgressdialogbox.Whenanactivityisstopped,theprocessishaltedbuttheinformationthatwasprocessedbeforestoppingtheactivitywillnotbereverted.


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:

Handlingoverwritemessagesin3-1,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.).

3-9

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.



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.


[SelectedDevices]todisplayselecteddevicesforsynchronization.

SEE ALSOForFavorites,pleasesee:

DeviceNavigatorinIM01R01A01-01EFieldMateVersatileDeviceManagementWizard

ForSearch,pleasesee:


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.


9. Click[AdvancedConfigurations]ifyouwanttochangedevicedataoptions.ThisopenstheAdvancedConfigurationsdialogbox.

SEE ALSOForAdvancedConfigurationsinstructions,pleasesee:


10. Click[StartSynchronizing].TheSynchronizingDevicesinProgressdialogboxappearstodisplaytheactivityprogress.


3-11

IM 01R01A20-01E

TIPYoucanalsostoptheactivityatanypointintime.Tostoptheactivity,click[Stop]intheSynchronizeDevicesinProgressdialogbox.Whenanactivityisstopped,theprocessishaltedbuttheinformationthatwasprocessedbeforestoppingtheactivitywillnotbereverted.


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.

3-12

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 AutomaticallyincludedAutomaticallyincluded

Automaticallyincluded

Device status Devicestatus AutomaticallyincludedAutomaticallyincluded

Automaticallyincluded

History History Alldevices Noconfigurationneeded Alldevices

Memo

Attachment-Memo

Memo Alldevices Noconfigurationneeded AlldevicesStickyNoteImagesParameter

Documents Attachment-DocumentLink Documents AlldevicesNoconfigurationneeded Alldevices

Parameter sets Attachment-PMDataParametersets Alloreachdevice

Noconfigurationneeded Alloreachdevice

DTM data Attachment-DTMData DTMdata AlloreachdeviceNoconfigurationneeded 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-PMDataParametersets

Auto-Selectionwiththe[ThelatestdatedDonotArchivesetandthelatestdatedset]option.

DTMdata Attachment-DTMData DTMdataAuto-Selectionwiththe[ThelatestdatedDonotArchivesetandthelatestdatedset]option.

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.

3-14

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.

3-15

IM 01R01A20-01E

DocumentsDocumentsforalldevicescanbeincludedinthedatatransfer.FieldMatecansupportanunlimitednumberofdocuments.Toselectdocuments,youcanfollowthesesteps:1. UnderDataOptions,selectthe[Documents]checkbox.Acheckmarkappearsandall

documentsareincludedinthetransfer.2. Click[OK]toapplyandsavethesettings.

Click[Cancel]toreverttothepreviousconfigurationsettings.


Parameter setsYoucanconfiguretheparametersetforeachselecteddevice.FieldMatecansupportuptofiveparametersetsforeachdevice.Whenthislimitisreached,FieldMatewillautomaticallyoverwritetheoldestparameterset.Youcanselectparametersetseitherautomaticallyormanually.IntheSynchronizeactivity,bothPRMandFieldMateparametersetscanbemanuallyselected.IntheRestoreactivity,onlyPRMparametersetscanbemanuallyselected.

030310E.ai

Figure3-10 AdvancedConfigurationsdialogboxParametersettab

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 DefinitionThelatestdatedDonotArchivesetandlatestdateset

SelectsthelatestparametersetthathasbeenassignedwiththeDonotArchivekeyandthelatestdatedsetoption.IfthelatestparametersethasbeenassignedwiththeDonotArchivekey,onlyoneparametersetwillbeselected.

ThelatestdatedDonotArchiveset

SelectsthelatestparametersetthathasbeenassignedwiththeDonotArchivekey.

Thelatestdatedset Selectsthelatestparameterset,regardlessoftheassignmentoftheDonotArchivekey.

Click[ManualSelection]andthenmanuallyselecttheparametersetstobeincludedintheactivity.Youcanselectuptofiveparametersets.

4. Click[OK]toapplyandsavethesettings. Click[Cancel]toreverttothepreviousconfigurationsettings.


SEE ALSOForDonotArchivekey,pleasesee:

PerformingdeviceparameteradjustmentinA6IM33Y05Q10_11E,PlantResourceManagerReference(forPRMR3orearlier).

ManagingparameterdatainF1IM30B05A10-01EN,PlantResourceManagerReference(forPRMR4)

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:

ParametersetsinPerformingadvancedconfigurations

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.

4-1

IM 01R01A20-01E

4 Device Tag Extension Mode

Outline of PRM/FieldMate synchronization compatibilitiesDeviceswithextendeddevicetagarerecognizedandhandledaccordingtoHARTDeviceTagDisplayFormatsuchasTag+DescriptororDescriptororMessageonbothPRMandFieldMatesides.OnPRMR3.03orlaterandFieldMateR2.01.10orlater,theextendeddevicetaggeneratedastheresultofHARTDeviceTagDisplayFormatinPRMarerecognizedandfullysupportedbyFieldMate(andviceversa).

NOTE

Whenitisenabled,settingsmustbeexactlythesameonbothsides.Otherwise,PRM/FieldMateSynchronizationdisplaysanerrormessageandexit.

However,FieldMatedoesnotrecognizetheDeviceTagExtensionmodeforSTARDOMProjectNameSupportasdescribedexampleinthefollowingsheet.

Preconditions for PRM/FieldMate SynchronizationThistablesummarizestheconditionswherePRM/FieldMateSynchronizationareallowed.DeviceTagExtensionmodeforSTARDOMProjectNameSupportisignoredwhenFieldMatesynchronizeswithPRM.BRAINDeviceTagDisplayFormat(Tag/Tag+MEMO)providedfromFieldMateR3.03.10issupportedfromR4.01.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 R3.30PRM R3.31PRM R4.01

Off LongTag NoteOn

: Synchronizationiseffective.: Synchronizationisnoteffective.Note: WhenLongTagisspecifiedforHART6,7devices,settingofHART5devicesfollowstheboldlineofindividualDeviceTag

ExtensionModeshownabove.

4-2

IM 01R01A20-01E

Synchronizing Devices with HART Device Tag Display FormatThesameDeviceTagExtensionModeneedstobesetonPRMandFieldMate.Eveniftheuserrenamesthedevicetagononeside,itisupdatedtotheothersideafterthesynchronizationaslongastheHARTDeviceTagDisplayFormatofthedeviceisconsistentwiththeHARTDeviceTagDisplayFormatontheotherside.

Samplecaseisshownasbelow,ifHARTDeviceTagDisplayFormatissettoTag+Descriptorandallthedevicesinthedatabaseareregisteredorupdatedwiththesamemode,thenthefollowingoutcomescanbeexpected.

Table 4-2 Sample case with same setting mode

PRM devicesCurrent mode: Tag+Descriptor Operation and Outcome

FieldMate devices Current mode: Tag+Descriptor

EJX004-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 devicesCurrent mode: Tag+Descriptor

EJX006Registeredmode:Tag

ProhibitRestore [Notexist]

[Notexist] ProhibitBackup EJA007Registeredmode:Tag

EJX002Registeredmode:Tag

ProhibitSync EJX002-PIPE01Registeredmode:Tag+Descriptor

SyncOK


SyncOK EJA003Registeredmode:Tag

ProhibitSync

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](BackupasEJA005-PIPE02) BackupOK


EJX004-PIPE02_WELL01Registeredmode:Tag+Descriptor+ProjectName

RestoreOK [Notexist](RestoredasEJX004-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-PIPE02EJX001-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(IM30B05A10-01EN)

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 FieldMateR3.0211th Edition April2018 FieldMateR3.03.10