1.
Device Revisions Management Best Practices - Is DD the problem or the solution? Jonas Berge, Director, Applied Technology Emerson Process Management1

2.
Photography & Video Recording Policy Photography and audio/video recording is not permitted in any sessions or in the exhibition areas without press credentials or written permission from the Emerson Exchange Board of Directors. Inquiries should be directed to: EmersonExchange@Emerson.com Thank you.2

3.
Presenters Jonas Berge3

4.
Introduction Keeping the system up to date with new types and versions of devices is a challenge in most plants – 4-20 mA/HART – WirelessHART – FOUNDATION fieldbus – PROFIBUS The role of Device Description (DD) files in interoperability and compatibility often misunderstood – How to manage DD in projects – How to keep the system up to date with intelligent devices Relevant to: – Users of Emerson devices on Emerson systems – Emerson devices on third-party systems – Third-party devices on Emerson systems benefit alike4

5.
Topics Covered Device Integration and Compatibility Basics Versioning and File Names Troubleshooting System Files Poor Hosts Project Execution Considerations Plant Operations & Maintenance Training for Competency5

6.
Device Integration and Compatibility Devices get better and better, how does the system keep up?6

7.
Intelligent Digital Devices RequireSoftware Integration Eight-channel two-wire temperature transmitter Intelligent two-wire on/off valve Electric actuators / Motor Intrinsically safe intelligent two- Operated Valve (MOV) wire inventory tank gauging system Fully integrated gas chromatograph7

8.
Plant Challenge: Device Revisions It is not a problem with DD file, it is a DEVICE “problem”: – Manufacturers constantly release new revisions of devices with new features 4-20 mA (HART), FOUNDATION fieldbus, PROFIBUS, and WirelessHART devices periodically have new versions 4-20 mA devices use HART for configuration and calibration – Therefore device revision is a challenge for 4-20 mA devices too Ver 1 Ver 2 Ver 3 Ver 48

9.
Solution: The IEC 61804-3 (EDDL) DeviceIntegration Technology The EDDL file is in the computer There is no EDDL in the device – There is no such thing as an “EDDL device” or “non-EDDL device” The EDDL file describes the device so the computer knows how to talk to the device – EDDL is a device integration technology All systems use the same EDDL file for the device There is no need to upgrade the system software version to match the device version9

10.
Backwards and Forwards Compatibility Provided by EDDL Backwards compatible: – Thanks to EDDL, new software and handhelds work with old devices Forward compatible: – Thanks to EDDL, software and handhelds will work with future devices without software upgrade Pre-loaded EDDL files for old devices Load EDDL files for new devices in the future New System Rev 1 Rev 2 Rev 3 Rev 4 Old Future Backwards Compatibility Forward Compatibility Devices Devices10

11.
How EDDL Works The EDDL file is made by the device manufacturer The EDDL file lets the system know the features of each device EDDL file EDDL files keep the system up to date with new DEV_REV devices =1 New system and handhelds have EDDL files pre- DEV_REV loaded =2 Load EDDL files for new devices in the future DEV_REV Any system or handheld works with any device type =3 All devices can be managed from the same software EDDL file •Transmit •Receive •Display11

12.
Same Technology, Same Procedures Keep systems up to date and compatible with new devices by loading the DD file for the device onto system EDDL works the same way for HART, WirelessHART, FOUNDATION fieldbus, and PROFIBUS – Know one, and you know them all 4-20 mA devices use HART for configuration and calibration; need EDDL to be commissioned12

13.
New Skills Required EDDL files are downloaded from the Internet and loaded on the system – In 1996 this was totally new In the past, people in general were not as used to using software, downloading files from the Internet, and synchronizing with devices – Everyday MP3 players, digital cameras, smart phones, and tablets have now changed this Software, downloading files, and synchronizing with smart devices is becoming second nature13

14.
Device Revision Management Basics In a nutshell...14

15.
Device Revision Management is Simple If a new revision of a device is received, obtain the EDDL file for that device revision and load on the system For instance, if a revision 7 device arrives in the plant, get a DD file for device revision 7 That is all you need to know – The rest of this workshop is just details15

16.
Common Misunderstanding Wrong Right “What is the DD revision “What is the device of the device?” revision of the device” – This is not right because the “What device revision is device does not know about this DD file used for?” DD files – The DD is not inside the device16

17.
System and Handheld Update Download EDDL file: – Device manufacturer site – Bus organization (HCF, FF, PI) site – System supplier site • Together with system files – Automatic update Small – Via email even on low bandwidth connection Copy and paste – Document, not software – Add device wizard17

18.
475 Easy Update The field communicator is ahead in usability Utility software updates communicator with its device support files – No search for files on multiple websites Makes 4-20 mA/HART devices easy to use – Systems that don’t use HART dont need EDDL files18

19.
Guardian Automatic System Update - DeltaV/AMS v12 DeltaV and AMS Device Manager automatically download new DD files from the Guardian server The system is automatically kept up to date, ready for new device types and versions as they come to the plant – No need to search for files Upgrade to DeltaV/AMS v12 Manual File Transfer or Network Connection19

20.
EDDL Files for All Devices Managed The Same Way EDDL files are loaded the same way for 4-20 mA (HART) and Fieldbus devices EDDL File 4-20 mA (HART Device) Fieldbus Device HART Fieldbus System is kept up to date with HART, FOUNDATION fieldbus, PROFIBUS, and WirelessHART devices the same way 4-20 mA devices use HART and therefore need EDDL file to be loaded20

21.
Versioning and File Names Keeping the system evergreen21

22.
The Problem: - Device Versions Get Better A new revision device has new features – New function blocks – New parameters (setup, diagnostics, monitoring) – New options (units, sensor types, etc.) The system must know the features of every revision of every device Device (HART, FF, PROFIBUS, WirelessHART) DEV_REV = 1 TB AI Plugged Impulse Line DEV_REV = 2 TB AI PID Auto Tuning Mass DEV_REV = 3 TB AI PID Flow mmH2O @ 4 degC22

23.
Version Management (for Device) Problem: A new revision Solution: Therefore a new device has new features EDDL file is required to – New function describe those new device – New diagnostics features – New options – Old files are not removed Device (HART, FF, PROFIBUS, WirelessHART) EDDL file DEV_REV = 1 Corresponds To: DEV_REV = 1 DEV_REV = 2 Corresponds To: DEV_REV = 2 DEV_REV = 3 Corresponds To: DEV_REV = 323

24.
Version Management (for EDDL file) New EDDL released even if there is no change in device revision – For example to improve the EDDL file • Easier to use wizards • More intuitive menus • Better graphics • Conditionals • Clearer help text When there is a new DD file for the same device revision, this is when we get a new “DD revision” Device (HART, FF, PROFIBUS, WirelessHART) EDDL File DEV_REV = 1 DEV_REV = 1 DEV_REV Works With DD_REV = 1 DD_REV = 2 =1 0101.sym 0102.sym DEV_REV = 2 DEV_REV Works With DD_REV = 1 =2 0201.sym24

25.
Recap: DD Revision is Different from Device Revision Device Revision DD Revision Version of the device Version of the user Incremented when interface, the file itself firmware is improved with Incremented when the new features user interface is improved – New blocks with new features – New features – Better graphics – New diagnostics – Smarter wizards – More helpful conditionals – More intuitive menus (HART, FF, PROFIBUS, WirelessHART)25

26.
Device Revision is What Matters The Device Revision for the EDDL file must match the device revision of the actual device – Otherwise the system cannot work with the new device This applies to 4-20 mA (with HART), FOUNDATION fieldbus, PROFIBUS, and WirelessHART alike The system does not care much about the DD revision of the device – The system usually picks the latest available DD file for the device26

27.
Understanding EDDL File Names The DD file names consist of: – Device revision – DD file revision Hexadecimal Old files not removed when new files are loaded The system automatically picks the correct EDDL file for the device to be displayed 0701.sym 1703.sym 07 = Device Revision 7 17 = Device Revision 23 (17 in hexadecimal is 23 in decimal) 01 = DD File Revision 1 03 = DD File Revision 327

28.
Device Library and Add Device Wizard Lists all supported device types and revisions – That is, all the EDDL files loaded on the system Plain text model numbers and descriptions Organized by manufacturer and protocol28

29.
Plug-‘n’-Play System automatically picks the correct EDDL file – No manual configuration (HART, FF, PROFIBUS, WirelessHART) •Manufacturer ID READ •Device Type •Device Revision29

30.
Poor Host Early days of DD30

31.
DD/EDDL Support in Systems All systems support DD In the past, not all systems supported wizards (methods) and conditionals – Some systems required “simplified” DD to work Enhanced menus and graphics was not introduced until 2006 – Compliant systems must now implement full support EDDL Device Business User Interface Definition Logic Description •Blocks •Wizards •Menus •Parameters •Conditionals •Graphics31

32.
Modified CFF Most systems just ignore unsupported features in the CFF file – Can use CFF from the device supplier as-is Some systems reject CFF file with unsupported content – System manufacturer edits the CFF file to make the system accept it – The original CFF file from the device manufacturer does not work32

33.
System Files Host System Interoperability33

34.
Device Files vs. System Files Device Files System Files Standard Non-standard – IEC 61804-3 – Unique to each system – Used by all systems Created by system Created by device manufacturer manufacturer Other files This is the DD files Support system Supports device functionality functionality – System graphics (before Download from bus EDDL) organization site or device – Alarm management – Default settings manufacturer site – etc. Download from system manufacturer site – May also include DD as a single package34

35.
Downloading Device Files from The Internet Device Files: www.fieldbus.org System Files: deltav.com Field Communicator Files: fieldcommunicator.com35

36.
Downloading System Files From the Internet36

37.
Project Execution Considerations37

38.
System Implementation Protocol` Manufacturer Model Description Device Revision HART Yokogawa YTA320 Temperature 3 HART Metso VG800 Valve Guard 6 FF CSI 9210 Machinery Health 3 Transmitter FF Rotork FF01 Mk2 Electric Actuator 2 WirelessHART Rosemount 3051S Pressure 1 WirelessHART Siemens TF280 Temperature 1 PROFIBUS-DP Siemens MM440 Drive 2 Confirm device revision to be used Create checklist of all device types for all protocols: – 4-20 mA (HART), Fieldbus, Profibus, WirelessHART Load DD for all devices: used and unused – Unexpected devices may show up at site38

39.
Integration and Factory Acceptance Test (FAT) Interoperability test one device of each type for all protocols – Will reveal if DD or system files for device are missing Minimize surprises at site39

40.
Commissioning A system or handheld needs the correct DD and system files to be loaded in order for it to configure and calibrate a device before commissioning – This applies to 4-20 mA (HART), Fieldbus, Profibus, and WirelessHART The system will prompt if DD or system file for the device is missing The system will prompt if configured device revision is different from actual device40

41.
Plant Operations & Maintenance41

42.
Device Replacement Make sure DD and system files for the new device is loaded – Needed for configuration and calibration before commissioning – This applies to 4-20 mA (HART), Fieldbus, Profibus, and WirelessHART There is no need to remove the old DD files (HART, FF, PROFIBUS, WirelessHART) 02xx DEV_REV = 2 DEV_REV = 142

43.
Training for Competency EDDL is where systems and devices meet System Training is a critical success factor for any project – EDDL must be part of the training Customized for role: – Instrument technicians – System administrators EDDL Customized for the systems and portables used Devices43

44.
Device Revision Troubleshooting EDDL files do not fail44

45.
DD File Missing The system or handheld field communicator will prompt if a DD file is missing The prompt will specify which DD file the system or handheld needs Without the DD the 4-20 mA (HART), Fieldbus, Profibus, or WirelessHART device cannot be configured and calibrated before commissioning Use semi-automated field communicator DD file update software45

46.
Proprietary System File Missing The system will prompt if the proprietary system file such as a “template” is missing Newer systems don’t have this problem – Upgrade to a version which automatically generate templates and other proprietary files46

47.
Unable to Interpret CFF The system will prompt if it is unable to interpret the CFF file Obtain modified CFF from system supplier Newer systems don’t have this problem – Upgrade to a version which has passed HPR47

48.
Device Revision Mismatch This error appears when Device Revision for the tag place holder created in the system database is different from the Device Revision of the actual device connected A device with device revision 02 requires: – a DD file for Device Revision 02xx – A system database tag place holder created for a device with Device Revision 2 A 4-20 mA controller does not care about device revision but handheld and configuration software do Use automated system DD file update DEV_REV = 2DEV_REV = 348

49.
Device Not Detected EDDL files are not required to detect the presence of a device – If a device is not detected, it is not a problem with EDDL A gateway can join a WirelessHART device to the network without using EDDL – Provided the network ID and join key have been set – If device refuse to join, it is not because of EDDL file – Software or a handheld field communicator requires DD files in order to configure the network ID, join key, and update period in the device before it can be detected by the gateway49

50.
Solution and Results50

51.
Solution Incorporate device revision management as part of the project training program Upgrade existing systems to latest version to benefit from improved device revision handling Manage DD files during project execution Invest in automated system DD file updates Use the device revision management life-cycle application guide51

52.
Business Results Achieved Project-phase device commissioning delays due to device revision issues can be reduced once system engineers understand device revision management – Ensuring on-time plant startup • Avoiding project delay penalties Less operational-phase device replacement down-time can be achieved once instrument technicians and system administrators understand device revision management – Greater availability The full features and diagnostics of devices can be accessed once systems are kept up to date – Optimal operation and lower maintenance cost52

53.
Summary Device revisions are the “problem”, DD is the solution Device revision affect all protocols Study revision management further Exercise device revision management – Project execution – System administration Automate device revision management Reduce project delays (commissioning) Greater availability (device replacement) ! Comments ? Questions53

54.
Where To Get More Information ‘Device Revision and Lifecycle Management Guide’ can be found on the EDDL Intelligent Device Management (IDM) microsite: – www.eddl.org – FREE download54