User Guide: AMS Trex Device Communicator

User Guide, Rev 3August 2017AMS Trex Device CommunicatorUser Guide

Copyright and trademark information 2017 Emerson. All rights reserved.FOUNDATION , HART and WirelessHART are marks of the FieldComm Group of Austin, Texas, USA.The Emerson logo is a trademark and service mark of Emerson Electric Co.All other marks are the property of their respective owners.NoticeImportantRead this manual before working with the Trex unit. For personal and system safety, and for optimum product performance, thoroughlyunderstand the contents before using or servicing this product.For equipment service needs, contact the nearest product representative.ImportantThis device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) this device may not cause harmfulinterference, and (2) this device must accept any interference received, including interference that may cause undesired operation.WARNING!If the Trex unit is used in a manner not specified by Emerson, the protection provided by the equipment may be impaired.WARNING!Do not directly connect the ports or terminals on the Trex unit to any main line voltage.WARNING!WARNING - POTENTIAL ELECTROSTATIC CHARGING HAZARD - SEE INSTRUCTIONS.AVERTISSEMENT - DANGER POTENTIEL DE CHARGES ÉLECTROSTATIQUES - VOIR INSTRUCTIONS

ContentsContentsChapter 1AMS Trex Device Communicator User Guide . 11.11.21.3Chapter 2AMS Trex Device Communicator overview . 32.12.22.32.42.52.62.72.82.92.10User GuideUser Guide overview .1Documentation conventions . 1Technical support .21.3.1Information to provide to technical support . 2Precautions for the Trex unit . 42.1.1Hazardous areas . 4Front view of the Trex unit .52.2.1Keypad . 5Touchscreen . 62.3.1Supported gestures . 72.3.2Enter text, numbers, or special characters . 82.3.3Clean the touchscreen . 8Back view of the Trex unit .92.4.1Serial numbers .9Communication modules .102.5.1Ammeter on the Device Communicator Plus communication module .122.5.2Install a communication module .132.5.3Remove a communication module . 14Power module .142.6.1Precautions for the power module and AC adapter . 152.6.2AC adapter . 152.6.3LEDs on the power module . 162.6.4View the remaining power module charge . 172.6.5Charge the power module . 182.6.6Install the power module into the Trex unit .182.6.7Remove the power module from the Trex unit .192.6.8Maintain the power module .19Accessories . 202.7.1Cables and lead sets .202.7.2Carrying case for the Trex unit . 21Power on or off .222.8.1Reboot . 222.8.2Hard shut down . 23Home screen .232.9.1Return to the Home screen .252.9.2Status bar . 252.9.3Shortcut bar . 26Settings .262.10.1 View all open applications . 272.10.2 Close an application .272.10.3 Change the screen brightness .272.10.4 Wireless communication . 272.10.5 View information about the Trex hardware and operating system . 302.10.6 Enter a name for the Trex unit .31i

Contents2.112.122.132.142.152.16Chapter 3Field Communicator application ii2.10.7 View the application version number .312.10.8 Set the time and date . 312.10.9 Calibrate the touchscreen .322.10.10 Set the language on Trex . 322.10.11 View the amount of available memory .322.10.12 Power management . 332.10.13 Enable or disable automatically connecting to HART devices . 352.10.14 Enable Diagnostic Logging . 35Applications on the Trex unit .362.11.1 Activation . 362.11.2 Close an application .36USB communication .37Synchronizing AMS Trex data with AMS Device Manager .372.13.1 Synchronize AMS Trex data to AMS Device Manager using USB . 382.13.2 Pair an AMS Trex unit with an AMS Device Manager station . 382.13.3 Unpair an AMS Trex unit .39Upgrade Studio . 402.14.1 Connect the Trex unit to Upgrade Studio using USB .412.14.2 Create a Trex online user account . 412.14.3 Activate the Trex unit .422.14.4 Activate the Trex unit without using an internet connection . 42Transferring log files to a PC . 43Maintenance and repair .442.16.1 Replace the stand . 442.16.2 Calibration .44Open or close the Field Communicator application . 46Device interoperability . 46Forward Compatibility rules for saving and sending configurations to AMS Trex .47Automatically detect a device . 473.4.1Automatically connect to a HART device . 48Connect - Select screen . 48Device connection wizard . 50Status when detecting a device . 51Online menu or Device Dashboard . 533.8.1Device screen layout .553.8.2Application bar . 573.8.3Menu screen . 58Icons on the device menus . 61Connections to HART devices .623.10.1 HART communication terminals . 623.10.2 Wiring diagrams for HART devices and the Field Communicator application .643.10.3 Wiring diagrams for the Smart Wireless THUM Adapter and the Field Communicatorapplication . 693.10.4 HART Device List .73Internal resistors . 743.11.1 Enable or disable the internal resistors . 76Power and connect to a HART device . 783.12.1 Power and connect to a Smart Wireless THUM adapter .80Connect to an externally-powered HART device . 81Online HART devices . 82User Guide

253.26User Guide3.14.1 HART icons . 823.14.2 Device Setup options .833.14.3 Changing device parameters . 843.14.4 Change a HART device parameter .853.14.5 Edit a HART configuration .863.14.6 Display the HART short tag or long tag . 863.14.7 View device alerts . 883.14.8 Send a configuration to a connected HART device . 893.14.9 Save a configuration from a HART device .89Offline HART configurations . 893.15.1 Create a HART configuration . 903.15.2 Edit a HART configuration .903.15.3 Copy a HART configuration .913.15.4 Rename a HART configuration . 913.15.5 Delete a HART configuration . 91Favorites . 913.16.1 Open a menu item from the favorites list .923.16.2 Add a menu item to the favorites list . 923.16.3 Remove a menu item from the favorites list .93Polling options for HART devices . 943.17.1 Set the polling options for HART devices .94Connections to FOUNDATION fieldbus devices . 953.18.1 Precautions for using the Trex unit with FOUNDATION fieldbus devices .963.18.2 FOUNDATION fieldbus communication terminals .963.18.3 Wiring diagrams for FOUNDATION fieldbus devices and the Field Communicatorapplication . 983.18.4 Link Active Scheduler (LAS) .1003.18.5 Fieldbus Device List .100Power and connect to a FOUNDATION fieldbus device . 101Connect to an externally-powered FOUNDATION fieldbus device .103Online FOUNDATION fieldbus devices .1043.21.1 Limitations for commissioned devices . 1043.21.2 Device blocks .1043.21.3 Run a method . 1083.21.4 View the device information . 1093.21.5 Change a FOUNDATION fieldbus device parameter . 1093.21.6 Change the tag for a FOUNDATION fieldbus device . 1103.21.7 Guidelines for changing the device address . 1113.21.8 Change the device address for a FOUNDATION fieldbus device .1113.21.9 Polling for FOUNDATION fieldbus devices .1123.21.10 Set a FOUNDATION fieldbus device to be a link master or basic device . 112Simulate a live device . 113View the device descriptions on the Trex unit .113View the device description information . 114View Help for a device parameter .115Graphics .1153.26.1 Images . 1153.26.2 Charts .1163.26.3 Strip/sweep/scope chart .1163.26.4 Horizontal bar charts . 1173.26.5 Vertical bar charts .118iii

Contents3.27Chapter 4Loop Diagnostics application .1234.14.24.34.44.54.64.74.84.94.104.11Chapter 53.26.6 Gauge charts . 1193.26.7 Graphs .120Disconnect a device . 121Open or close the Loop Diagnostics application . 124Loop Diagnostics screen .1244.2.1View the connection diagram as a full-screen image .127Powering transmitters or positioners from Loop Diagnostics .127Voltage and current measurements in Loop Diagnostics . 129Wiring diagrams for the Loop Diagnostics application .130Power a 2-wire transmitter . 136Power a 2-wire transmitter and measure analog output . 137Power a positioner . 139Stroke a valve . 140Settings for controlling current . 1414.10.1 Change the values for the quick buttons .1414.10.2 Change the scale for the up and down arrow keys . 1424.10.3 Set the duration to change the current . 143Loop checks . 1434.11.1 Measure voltage on an externally-powered loop .1454.11.2 Measure the control system output . 1454.11.3 Simulate a transmitter on an externally-powered loop for a loop check . 1464.11.4 Simulate a transmitter on an unpowered loop for a loop check .147Fieldbus Diagnostics application . Open or close the Fieldbus Diagnostics application . 150Fieldbus Diagnostics Overview screen . 150GOOD, BAD, and CHECK measurements in Fieldbus Diagnostics .153Wiring diagrams for the Fieldbus Diagnostics application .155Power a FOUNDATION fieldbus device . 157Connect to an externally-powered fieldbus segment .158Measure the DC voltage, noise, and the fieldbus signal . 159Details screen .160View the live measurement values in Fieldbus Diagnostics . 161View help for a measurement .161Noise spectrum . 1625.11.1 View a spectrum of the noise measurement . 165Settings .1665.12.1 View or hide the minimum, maximum, and average values for a measurement .1675.12.2 View or hide the device tags when online . 1675.12.3 Set the number of measurements to average . 1675.12.4 Set the range of values for the GOOD and BAD status . 1685.12.5 Reset the Fieldbus Diagnostics settings to the default values .168Saving measurements to a log file . 1685.13.1 Log file overview .1695.13.2 Enable or disable logging .1715.13.3 Save measurements to an existing log file . 1725.13.4 Transfer a Fieldbus Diagnostics log file from the Trex unit to a PC . 173Troubleshooting Fieldbus Diagnostics .174Appendices and referenceivUser Guide

ContentsAppendix A Troubleshooting . 179A.1A.2Troubleshoot HART communication . 179A.1.1HART loops .181Troubleshoot fieldbus communication .182Appendix B Technical specifications .183B.1B.2B.3B.4B.5B.6B.7Physical specifications . 183Communication module specifications . 184Processor, memory, operating system specifications . 186Environmental specifications . 186Intrinsically Safe electrical parameters .187Power module specifications .188AC adapter specifications . 188Appendix C Product certifications . 191Appendix D Wireless/Spectrum approvals .193Glossary . 195Index .199User Guidev

ContentsviUser Guide

AMS Trex Device Communicator User Guide1AMS Trex Device Communicator UserGuideTopics covered in this chapter:1.1 User Guide overviewDocumentation conventions Technical supportUser Guide overviewThe AMS Trex Device Communicator User Guide is written for instrument technicians whowork with field devices, including HART and FOUNDATION fieldbus devices. The userguide describes the hardware, connections to devices, the supported applications, and thediagnostics you can run on devices, 4-20 mA current loops, or FOUNDATION fieldbussegments.NoteThe Trex unit has two communication module options. This user guide describes both modules. Anydifferences in the procedures based on these modules are noted.1.2Documentation conventionsThe following conventions are used throughout:NoteA note paragraph contains special comments or instructions.CAUTION!A caution paragraph alerts you to actions that can have a major impact on the equipment orstored data.WARNING!A warning paragraph alerts you to actions that can have extremely serious consequences forequipment and/or personnel.User Guide1

AMS Trex Device Communicator User Guide1.3Technical supportContact your local representative or go to the AMS Trex Device Communicator website fortechnical support contact information.1.3.1Information to provide to technic

The Emerson logo is a trademark and service mark of Emerson Electric Co. All other marks are the property of their respective owners. Notice Important Read this manual before working with the Trex unit. For personal and syste