ValVue Quick Start HART v1

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Quick Start Guidev1.0

ValVue® Suite• ValVue® HART• ValVue® AMS Snap-On• ValVue® PRM Plug-in• ValVue® for FDM

ValVue® HARTValve Interface Portal

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PrefaceThis booklet is a guide for selecting, installing and executing the ValVue application as well as verifying that the destination computer satisfies the installation requirements.

For support and questions about this product, contact your nearest Masoneilan representative (locations can be found at www.masoneilan.com) or send your technical support inquiries to [email protected]

Sandro Esposito

Product Marketing Manager – Smarts Products Dresser Masoneilan


Table of ContentsIntroduction ...........................................................................................4

Standalone or Integrated ValVue ...................................................4

Standalone Edition .................................................................4

PRM PLUG-IN ValVue ............................................................4

Installation Requirements ......................................................................5

Hardware .......................................................................................5

Software .........................................................................................5

Installing the Applications .....................................................................5

CD installation ................................................................................6

Memory stick installation ...............................................................6

Installing ValVue Standalone .........................................................6

Installing the PRM Related Applications ........................................8

Assigning ValVue in PRM .......................................................8

Installing ValVue AMS Snap-On .....................................................9

Starting the Application for the First Time ..........................................10

Launching ValVue Standalone ......................................................10

Licensing ValVue HART ........................................................................11

Launching PRM PLUG-IN ValVue .................................................12

User Setup and Login ...................................................................12

Logging Into ValVue ............................................................12

Changing COM Port .............................................................13

Basic Device Setup ...............................................................................15

Working in ValVue ........................................................................15

Launching the Setup Wizard ........................................................15

Configuration ...............................................................................16

Saving Configuration Changes.............................................18


Calibration ....................................................................................18

Run Find Stops/Autotune .....................................................19

Reports .........................................................................................20

Setting up a Report ..............................................................21

Running a Report .................................................................22

Running a Diagnostic Signature ...................................................23

Performing Diagnostic Tests ................................................24

On-Line Help .............................................................................. IBC


IntroductionThe ValVue® HART software package provides a powerful interface to Masoneilan’s Smart Valve Interfaces (SVI® II AP positioners), the Model 12300 Digital Level Transmitter (HDLT), and other HART® instruments. ValVue allows you to quickly and easily configure and calibrate any HART device.

The ValVue family contains three applications, ValVue HART, ValVue HART PRM PLUG-IN and ValVue HART SNAP-ON.

Standalone or Integrated ValVueValVue HART can be accessed as a standalone application or it can be accessed as a Plug-In Application to Yokogawa system or as SNAP-ON to the Emerson Process Management AMS. Procedures for finding and selecting devices are different in the two contexts. ValVue Standalone offers login, user administration, and device selection. For AMS SNAP-ON users, the AMS login, user administration, and device selection methods are used. The SNAP-ON application requires a license. Contact Masoneilan for licensing information.

Standalone edition

The standalone application connects directly to one or more devices through a HART modem or a MTL Multiplexer network.

PRM PLUG-IN ValVue

This is the ValVue application that will launch as the PLUG-IN for Masoneilan’s SVI II AP device (type 203) from the PRM UI.


Installation Requirements

Hardware Processor: PC with minimum 1 GHz Intel Pentium or compatible RAM: minimum 1gig Disk: Depends on product

Product Application Component

Additional Storage for Diagnostic Files

Total Installation Size

ValVue 20M 5M minimum 25M

Software OS: Windows 2000

Windows XP SP2

Window Server 2003 with Service Pack 1 or Window Server 2003 R2

PRM: PRM R3.x

Note: PRM is NOT required for Standalone installations.

Installing the ApplicationsThe ValVue HART installation browser allows you to install each one of the applications that comprise the ValVue family and to view docu-mentation for the products and other helpful information. If you wish to connect your computer to a device directly through a HART modem or MTL Multiplexer, then install the standalone version. If you wish to integrate ValVue with PRM and connect to devices using the PRM PLUG-IN, then install the PLUG-IN client on your computer. The following sections provide instructions for the installation of each one of the applications.


CD installationInsert the CD in the computer’s CD or DVD media drive.1.

Select the application to install based on the purchased 2. license.

Follow the on-screen wizard to complete the installation.3.

Register the software to receive a software key. 4. (See registration section in this document)

Memory stick installationInsert the memory stick in an available USB port.1.

Open a Windows Explorer window (if not automatically done).2.

Go to the root of the memory stick. Locate the folder 3. with a software description that corresponds with the purchased license.

Double-click on the executable program to launch 4. the installer.

Follow the on-screen wizard to complete the installation.5.

Register the software to receive a software key. 6. (See registration section in this document)

Installing ValVue StandaloneTo install ValVue Standalone:

Insert the ValVue CD in the computer’s CD-ROM or DVD-ROM.1.

Follow the installation instructions. If the Auto-Start function 2. is disabled on the CD-ROM, then open Windows Explorer and double-click on the Setup.EXE file located in the root of the CD.

Click on 3. Install Standalone Edition on the installation browser to begin installing ValVue Standalone.


The first dialog box where you will be asked to make a 4. decision is for the installation folder shown in Figure 2.

If you prefer not to use the default, click on 5. Change to select a different one. That will bring up the file browser shown in Figure 3. You may select any path from the file browser or enter the path directly. If the specified folder does not exist, it will be created for you. There is no downside for the location of this installation folder.

Figure 1 Choose ValVue Standalone Destination Location

Figure 2 Choose Standalone Folder


Installing the PRM related applicationsInsert the ValVue PRM Plug-In CD in the computer’s CD-ROM 1. or DVD-ROM.


Assigning ValVue in PRM

After the software installation is complete, it is necessary to 1. assign the application to the proper asset in PRM.

From the Plant View, expand the tree to the desired asset 2. (FVP, SVI II or SVI II AP).

Click once on the asset.3.

From the toolbar of PRM, locate “Plug-In.” If it is not visible 4. then click on the double-arrow (far right) on the toolbar to show additional settings. Select “Plug-In.”

Right click on the area of the “Tool Name” bar and 5. select “Add.”

Select the ValVue application as follows:6.

ValVueFF for FVP product•

SVI2 Plug-In for SVI II product•

SVI2AP Plug-In for SVI II AP product•

7. Steps 2 to 6, must be repeated for each asset. Refer to the On-Line PRM instructions for more details.


Figure 3 Assigning ValVue in PRM

For support contact: [email protected] Or Visit www.masoneilan.com for your closest support center.

Installing ValVue AMS Snap-OnTo install ValVue AMS Snap-On:

Insert the ValVue CD in the computer’s CD-ROM or DVD-ROM.1.


Click on 3. Install AMS Snap-On on the installation browser to begin installing ValVue Standalone.

The first dialog box where you will be asked to make a 4. decision is for the installation folder shown in Figure 2.

If you prefer not to use the default, click on 5. Change to select a different one. That will bring up the file browser shown in Figure 3. You may select any path from the file browser or enter the path directly. If the specified folder does not exist, it will be created for you. There is no downside for the location of this installation folder.


Starting the application for the first timeValVue HART is started according to the ValVue HART application: Standalone, PRM Plug-In or AMS Snap-On.

Launching ValVue StandaloneTo launch ValVue Standalone, simply double-click the ValVue icon shown in Figure 4, installed on the desktop. The application requires separate registration on each computer on which it is installed, but comes with a free, fully functional 60-day trial period. Until the applica-tion is registered, the dialog box shown in Figure 5 will show when the application is started. Enter the information to register. Just click “OK” to run unregistered. A dialog box will appear to inform you how many days are left on the trial period as shown in Figure 6. At the end of the trial period, the application will no longer run without registering.

Figure 4 ValVue Icon

Figure 5 Standalone Registration Dialog


Figure 6 Standalone Trial Period Information

Licensing ValVue HARTThe process for licensing ValVue HART is outlined in the flow chart shown below.

User

Complete

Launch

Serial No.

Registration InformationFax or Email:

[email protected]

RegistrationScreen

RegistrationScreen

Install

RegistrationDesk

Software Key

Figure 7 License/Registration Process Flow Chart


Launching PRM PLUG-IN ValVuePRM PLUG-IN ValVue is launched from the PRM client user interface once it has been registered in the PRM and associated with a specific device as explained above. The PRM Central ValVue associated with the PRM server must be running. Executing the plug-in, launches PRM PLUG-IN ValVue. This automatically launches ValVue for the selected device, provided that PRM Central ValVue has been licensed for that device. The licensing restrictions described above for PRM Central ValVue also apply to PRM PLUG-IN ValVue. After ValVue is exited, ValVue can be launched for another licensed device in the device list.

User setup and loginUntil you register ValVue HART, you can run ValVue using “admin” as the User Name.

Logging into ValVue

When you successfully launch ValVue the login screen shown below will display. To start ValVue for the first time:

Key in “admin.“1.

Click on “Login.“ 2.

Figure 8 Logging Into ValVue


When ValVue initializes, the software will attempt to connect 1. to any devices found at designated Com Port.

ValVue will start at the Connected Devices screen, shown in 2. the figure below.

If ValVue connects with a device, it will include it in the 3. device list. Selecting this device from the list and clicking “Select” or double-clicking on it, will launch ValVue and allow you to view and initiate all the features provided by ValVue HART.

Figure 9 Connected Devices Screen

Changing COM Port

ValVue Standalone comes configured for a HART modem connected to COM1. If your configuration differs from this, you will need to change the ValVue options. Please note that it may take several seconds for ValVue to resolve that there is no device present if this is the incorrect configuration because of the wait time and retries that ValVue employs to ensure reliable HART communication.

To change connection options:

Select 1. Tools menu as shown in the figure below.

In the Tools menu, select 2. Set Options. ValVue will launch the dialog box for Set Options.


Figure 10 ValVue HART

3. In the Set Options dialog box, select the correct Com Port by clicking the radio button to the left of the Com Port number as shown in the figure below.

4. Click “OK” to change the port selection.

Figure 11 Set Options Dialog


Basic device setupAfter selecting a connected device, ValVue will launch for the device and display the Monitor screen.

Working in ValVueValVue is set up as a series of tabs and associated screens. Each screen provides different functionality. To move from one screen to another, simply click on the tab and the screen will be displayed.

Launching the Setup WizardWhen starting a HART device for the first time, the device must be setup, configured and calibrated. ValVue provides an easy method for accomplishing all related tasks using the Setup Wizard. The Setup Wizard is the recommended method for setting up a device.

To run the Setup Wizard:

On the Monitor screen, select “Setup Wizard” as shown 1. in the figure below.

ValVue will launch a dialog box for Setup Wizard.2.

Figure 12 Starting Setup Wizard – Monitor Screen


3. In the Setup Wizard dialog box make your selections by clicking the checkbox beside each step number.

4. After making selections, click on “Apply” to apply any changes made in Step 1 and Step 2 (Set Tag and Descriptor, Set Air Action) and to initiate Step 3 and Step 4 (Calibrate Travel, Autotune).

5. If using the Setup Wizard for Calibrate Travel and Autotune, ValVue will start calibration and autotuning, displaying progress dialogs throughout the process.

Figure 13 Setup Wizard Dialog

ConfigurationConfiguration procedures can be performed separately on the Configure tab. ValVue must be in setup mode to make configuration changes. Proceed as follows:

Select the “Configure” tab.1.

If ValVue is not in Setup mode, click on “Change Mode,” 2. select Setup and click “OK.”

The associated Configure Screen will be displayed as shown 3. in the figure below.


Adjust the appropriate configuration parameters.4.

Tag Name and Descriptor – click in field and change•

Language – select from drop down list•

Pressure Units – select from drop down list•

Position Fault Limits – click in field and change for •Position Error Band, select checkbox for Time and change time value in displayed field

Characterization – select radio button•

Air Action – select radio button•

Button Lock – select radio button•

Bumpless Transfer – select checkbox to enable•

Near Closed Value (%) – click in field and change•

Position Limits – select checkboxes for all applicable•

Figure 14 Configure Screen


Saving configuration changes

After you make any configuration changes, the “Apply” 1. button becomes enabled.

To save the changes, click on “Apply.”2.

Figure 15 Configure Screen with Changes

Refer to ValVue Online Help or the ValVue Instruction Manual, EW1003

for further instructions.

CalibrationIf the unit was pre-installed on an actuator, it is not necessary to perform any calibrations. ValVue must be in setup mode to make calibration changes. Proceed as follows:

Select the “Calibrate” tab.1.

The associated Calibrate Screen will be displayed as shown in 2. the figure below.

If ValVue is not in Setup mode, click on “Change Mode,” 3. select Setup and click “OK.”

Run Input Signal calibration by clicking on “Calib. Signal.”4.


Run Current Pressure calibration by clicking on “Calib. Pressure.”5.

Set PID parameters by clicking on “Advanced Parameters,” 6. launching a dialog box to change parameters.

Set Open Stop Adjustments by entering in the field, changing 7. the value and then clicking “Set Open Stop Adj.”

When you change PID parameters the “Apply” button 8. becomes enabled. You must click “Apply” to save and apply advanced parameter changes.

Figure 16 Calibrate Screen

Run Find Stops/Autotune

On the Calibrate screen you can also run find stops and autotune. To run find stops or autotune:

Right click anywhere on the Calibrate Screen.1.

The Calibrate context menu, shown in the figure below will 2. be displayed.

Select either “Run Find Stops” or “Run Autotune” and 3. follow the dialog box instructions.


Figure 17 Calibrate – Right Click Context Menu

Refer to ValVue On-Line Help or the ValVue Instruction Manual,

EW1003 for further instructions.

ReportsValVue provides the ability to extract information about a HART device operation and dump the information into a report format. When ValVue extracts the information from a device it requires a template file into which to dump the data. To generate a report with ValVue you need a report template file that includes the parameters you would like to in-clude in the report as well as personalization. ValVue provides a report template file but you can also create your own. Reports are created on the Monitor Screen; first select the Monitor tab and associated screen.

There are three basic steps to create reports:

Setup the report –1. use the default report template or create a report template file

Select the report setup (report template file) –2. using the Report Setup command from the Monitor Context Menu.

Generate the report –3. using the Report command from the Monitor Context Menu.


Setting up a report

ValVue provides a default report template file:

C:\Program Files\DFC\ValVue 2\SVI2AP\Report\SVI2APFullReport.rtf

You can also create your report template report by creating a rich text format (RTF). The default template is located in C:\Program Files\DFC\ValVue 2\SVI2\Report\SVI2FullReport.rtf.

Prior to selecting the setup of the report (ValVue Monitor Context Menu) you must create the report template file in an rtf format. The report template should include the operation parameters that you would like populated in the report.

ValVue will substitute the values of SVI II AP parameters into the text file wherever it finds a parameter name that matches an SVI II AP parameter. For each parameter you would like included in the report place $$ in front of the parameter name.

For example:

Tag = $$Tag

ValVue will substitute the actual tag name from the SVI II AP in place of the $$Tag in the report.

When creating the report template file, you should use an application that can save the report template file to an rtf or text file such as WordPad, Microsoft Word, or Notepad.

Note: rtf files are preferred as you can apply special formatting to the file that can contain fonts, sizes, tabs, etc. and bitmaps. Some .rtf formatting is accepted in Word which is not available in WordPad.

Refer to ValVue On-Line Help or the ValVue Instruction Manual, EW1003 for further

instructions on setting up reports.


Running a report

To run the report you must first designate the report template file, or Report Setup, and then generate the report. Both Report Setup and Report (generate) are accessed from the Monitor Screen context menu as shown in the figure below, by right clicking on the Monitor Screen.

Figure 18 Monitor – Right Click Context Menu

When you access “Report Setup” ValVue launches the dialog box displayed below. There are two items which you need to complete in this dialog box:

Report Template File Name•

Report Program to use•

Figure 19 Report Setup Dialog


To generate a report:

On the Monitor Screen select “Report” from the right click, context sensitive menu.

The following dialog box will be displayed:

Figure 20 Report (Generation) Dialog

Running a diagnostic signatureValVue HART allows you to view and execute diagnostic information on the Diagnostics Screen. Access the screen by selecting the “Diagnostics” tab. The Diagnostics Screen shown in the figure below displays positioner tag information, the current continuous diagnostics information (updated every time the Diagnostics Screen is selected). It provides access to the diagnostic tests, and displays test results in the Results window.

From the Diagnostics screen the user can run Standard Actuator Signature tests, Step Response tests, Ramp tests, and Extended Actuator Signature tests.

Figure 21 Diagnostics Screen


ValVue HART allows four diagnostic tests to be performed:

Standard Actuator Signature (/AD)•

Step Test (ISD, /AD)•

Ramp Test (ISD, /AD)•

Extended Actuator Signature (/AD)•

Performing diagnostic tests

Performing a diagnostic test is as simple as:

Select the test you would like to perform.1.

Adjust the test parameters if necessary.2.

Click “Perform Diag.” (Perform Diagnostics).3.


On-Line HelpFor more information about getting started click on the Help button located in the lower right corner of the ValVue main screen. In fact help is available for every ValVue dialog by simply clicking on the Help button or Help menu selection, depending on the dialog. The F1 key also provides help for most active dialogs.

For comments, feature request or any inquiries about ValVue HART, send an email to [email protected]

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ValVue Quick Start HART v1

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