user’s manual prm synchronization tool · prm synchronization tool is included in the fieldmate...

User’sManual PRM

Synchronization Tool

IM 01R01A20-01E

IM 01R01A20-01E8th Edition

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IM 01R01A20-01E

PRM Synchronization Tool

CONTENTS

IM 01R01A20-01E 8th Edition

8th Edition : May 31, 2013-00

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 ..........................................................................................3-14

Parametersets ....................................................................................3-15

DTMdata .............................................................................................3-16

Searchingforadevice ................................................................................3-17

Media No. IM 01R01A20-01E (CD) 8th Edition : May 31, 2013 (KP)AllRightsReservedCopyright©2008,YokogawaElectricCorporation

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IM 01R01A20-01E 8th Edition : May 31, 2013-00

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

<A Symbol Marks in the User’s Manual> A-1

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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

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1 OverviewPRM Synchronization Tool realizes device information exchange between FieldMate and Plant Resource Manager (PRM). The consolidated database management in PRM is providedbyutilizingfielddeviceinformationimplementedandacquiredbyFieldMate

SystemConfigurationThefollowingsdisplayssamplesystemconfiguration

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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

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Device for Tool

Supported communication protocolFOUNDATIONfieldbusHARTBRAIN

Devices DevicesregisteredinFieldMateDevicesregisteredinPRM

Data for ToolThefollowingdataareobjectofSynchronizationTool

Devices dataDevicedetailsDevicestatusHistoryMemo(AXFVerificationdate)DocumentsParametersetsDTMdata

TIPAXFVerificationdataaresynchronized,howevertheseareattachedinMemoandcannotbeviewedinPRM


<2 Operation Preparation> 2-1

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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

PRM R3.02 Fullsupportbased on FieldMateR1.03specification*1

Limitedsynchronizationsupport*2


Limitedsynchronizationsupport*3 *6

Limitedsynchronizationsupport*3 *6 *7

R3.03R3.04



Fullsupportbased on FieldMateR2.01specification*4


Limitedsynchronizationsupport*3 *6 *7

R3.05R3.10




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


R3.11 Limitedsynchronizationsupport*3 *6



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

Fullsupportbased on FieldMateR2.05/ R2.06 specification*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.



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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.



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DefinePRMServertoconnecttoUseFieldMate’sPRMSetupTooltospecifythePRMServerwhereFieldMatewillconnectto.TospecifythePRMserversetinPRMSetupTool:

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Figure2-1 PRM Setup Tool Start

1. Onyourdesktop,select[Start]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRMSetup].ThisstartsPRMSetupTool.

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

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3 PRM Synchronization Tool startThis chapter provides detailed steps on how to use the Restore, Backup, and Synchronize activities.ThefigurebelowdisplaysacomprehensiveviewofthePRMSynchronizationToolprocessflow.

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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

• UseanEthernetcabletoconnectthecomputerwhereFieldMatewasinstalledtothePRMnetwork.

• CloseotherFieldMateapplicationsbeforestartingthePRMSynchronizationTool.OtherFieldMateapplicationscannotbeusedatthesametimewithPRMSynchronizationTool.

• Beforethedatatransferprocess,PRMSynchronizationTooladjustsFieldMate’stimesettingstofollowPRMServer’stimesettings.

• Duringthedatatransferprocess,devicesthatarenotselectedwillnotbeaffected.



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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. Onyourdesktop,select[Start]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRM

SynchronizationTool].ThePRM-Logindialogboxappears.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.

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Figure3-2 Welcome dialog box



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7. SelectaPRMDeviceNavigatoroption:• [PlantView]todisplayPlantviewintherightpane.

• [NetworkView]todisplayNetworkviewintherightpane.

• [ClassView]todisplayClassviewintherightpane.

• [CustomView]todisplayCustomviewintherightpane.

• [Search]toperformasearch.

• [SelectedDevices]todisplayselecteddevicesforRestore.

SEE ALSOForSearch,pleasesee:

“Searchingforadevice”in3-4,“Performingadvancedconfigurationsandsearchingdevices”

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Figure3-3 PRM Synchronization Tool window - Restore activity



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8. Intherightpane,clickthecheckboxescorrespondingtothedevicesyouwanttoincludeintheactivity.Acheckmarkappearsonthetopofthedevicetagtoindicatethatthedeviceisselected.Devicetagsthatappearinblueindicatethatthedevicewasincludedinthelistofthepreviousdatatransfer. DevicelayoutdisplayedintherightpaneisnotalwaysidenticaltotheonesinPRM.

TIPToviewselecteddevices,select[SelectedDevices]toviewthem.Thiswilldisplayallselecteddevicesintherightpane.

• Tosearchfordevices,select[Search].ThisdisplaystheSearchpanewhereyoucanenterthesearchkeywordin[Values]andthenclick[Search].

NOTE

ThenumberofselectedandcurrentdevicesinFieldMateshouldnotexceed300.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:


11. Whentheactivityisfinished,click[Close].



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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.

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Figure3-4 Overwriting Message dialog box

Clickonthebuttonscorrespondingtothefollowingoptions:• [Yes]tooverwriteFieldMatedatawithPRMdataforthecurrentdevice.

• [YestoAll]tooverwriteFieldMatedatawithPRMdataforalldevices.

• [No]todiscardPRMdataandretainFieldMatedataforthecurrentdevice.

• [NotoAll]todiscardPRMdataandretainFieldMatedataforalldevices.

• [Stop]tostoptheactivity.

NOTE

Ifanoptionisnotselectedwithin30minutes,thedatatransferwillskiptheaffecteddeviceandproceedwiththetransferfortheremainingdevices.



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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. Onyourdesktop,select[Start]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRM

SynchronizationTool].ThePRM-Logindialogboxappears.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.



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7. SelectaFieldMateDeviceNavigatoroption:• [All]todisplayallFieldMatedevicesintherightpane.

• [Favorites]todisplayfavoritedevicesintherightpane.


• [SelectedDevices]todisplayselecteddevicesforsynchronization.

SEE ALSOForFavorites,pleasesee:

“DeviceNavigator”inF-4inIM01R01A01-01EFieldMateVersatileDeviceManagementWizard

ForSearch,pleasesee:


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Figure3-5 PRM Synchronization Tool window - Backup activity

8. Intherightpane,clickthecheckboxescorrespondingtothedevicesyouwanttoincludeintheactivity.Acheckmarkappearsonthetopofthedevicetagtoindicatethatthedeviceisselected.

TIP• Toviewselecteddevices,select[SelectedDevices]toviewthem.Thiswilldisplayallselecteddevicesin

therightpane.

• Toviewdevicesmarkedasfavorite,select[Favorites].Thiswilldisplayallfavoritedevicesintherightpane.TheFavoriteoptionappearswhenyouareviewingdevicesfromtheFieldMatedatabaseduringtheSynchronizeorBackupactivity.




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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:

“Handlingoverwritemessages“in3-1,“TransferringdeviceinformationfromPRMtoFieldMate”




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. Onyourdesktop,select[Start]>[AllPrograms]>[YOKOGAWAFieldMate]>[Tools]>[PRM

SynchronizationTool].ThePRM-Logindialogboxappears.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:

“DeviceNavigator”inF-4inIM01R01A01-01EFieldMateVersatileDeviceManagementWizard

ForSearch,pleasesee:




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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.




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.

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Figure3-7 ConflictMessagedialogbox

Toresolveconflicts,clickthefollowingoptions:• [PRMData]tooverwriteFieldMatedatawithPRMdataforalldevices.

• [FieldMateData]tooverwritePRMdatawithFieldMatedataforalldevices.

• [LatestData]tooverwriteFieldMateolderdatawithPRMnewerdata,comparingwiththelatestUpdateDate.

• [Prompt]toselecttheoverwritedirectionforthecurrentdeviceonly.

• [Continue]toapplytheselectedconflictresolutionandproceedwiththesynchronizationactivity.

• [Stop]tostopthesynchronizationactivity.

NOTE

Ifanoptionisnotselectedwithin30minutes,thedatatransferwillskiptheaffecteddeviceandproceedwiththetransferfortheremainingdevices.



3-4 Performingadvancedconfigurationsandsearching devices

PRMSynchronizationToolincludesadvancedconfigurationsandsearchoptions.

PerformingadvancedconfigurationsTheAdvancedConfigurationsoptionappearsintheSynchronizeandRestoreactivities.Thisdialogboxallowsyoutoselectthedatatobeincludedinthedatatransfer.Duringthedatatransfer,devicedetailsanddevicestatusareautomaticallyincluded.Otherdatasuchashistorymessages,memos,documents,parametersets,andDTMdatacanbeincludedorremovedmanuallyfromthetransfer.Whenyouincludemaintenancedatalikehistorymessages,memos,anddocumentsinthedatatransfer,PRMSynchronizationToolwilltransferthisinformationforallselecteddevices.Ontheotherhand,youcanconfigureParametersetsandDTMdataforeachselecteddevice.Thefollowingtablesummarizesthedevicedatathatcanorcannotbeconfiguredforeachactivity:

Table3-4 Devicedataconfigurationforeachactivity

Data Restore Backup SynchronizeDevice details Automaticallyincluded Automaticallyincluded AutomaticallyincludedDevice status Automaticallyincluded Automaticallyincluded AutomaticallyincludedHistory Alldevices Noconfigurationneeded AlldevicesMemo Alldevices Noconfigurationneeded AlldevicesDocuments Alldevices Noconfigurationneeded AlldevicesParameter sets Alloreachdevice Noconfigurationneeded AlloreachdeviceDTM data Alloreachdevice Noconfigurationneeded Alloreachdevice

ThefollowingtableprovidesthedefaultsettingsforAdvancedConfigurations:

Table3-5 AdvancedConfigurationsdefaultsettings

Data Default settingsHistory Historymessagesforthelast14days.

DataitemsincludeMaintenancealarm,DeviceEvent,DeviceConfiguration,andOperationLog.Maximumof1000messages.

Memo 100 memos.Documents Included.Noconfigurationisnecessary.Parametersets Auto-Selectionwiththe[Thelatestdated‘DonotArchive’setandthelatestdated

set]option.DTMdata Auto-Selectionwiththe[Thelatestdated‘DonotArchive’setandthelatestdated

set]option.

NOTE

OnthefirsttimeyouopenPRMSynchronizationTool,itusesthedefaultAdvancedConfigurationsettings.However,whenyouapplychangesintheAdvancedConfigurationdialogbox,PRMSynchronizationToolwillsavethesesettingsforreuseinthenextoperation.TousethedefaultAdvancedConfigurationssettingsagain,click[Default].Also,thesavedAdvancedConfigurationsettingforSynchronizeactivityisdifferentfromtheAdvancedConfigurationsettingforRestoreactivity.EachactivitycanhavedifferentAdvancedConfigurationsettings.



HistoryHistorymessagescanbeincludedinthedatatransfer.Whenincluded,youcanspecifythehistorymessageitemsyouwanttoinclude.

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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.4. UnderLimit,specifythenumberofmessagestoinclude.Themaximumis1000messages.5. Click[OK]toapplyandsavethesettings.

• Click[Cancel]toreverttothepreviousconfigurationsettings.

• Click[Default]tousetheAdvancedconfigurationsdefaultsettings.



MemoYoucanincludeamaximumof1000memosduringdatatransfer.BothapprovedandunapprovedmemoswillbetransferredfromPRMtoFieldMate.MemosthataretransferredfromFieldMatetoPRMwillbecreatedasunapprovedmemos.

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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.

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.

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Figure3-10 AdvancedConfigurationsdialogbox–Parametersettab

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.


SEE ALSOFor“DonotArchivekey”,pleasesee:

“Performingdeviceparameteradjustment”inA6IM33Y05Q10-11E,PlantResourceManagerReference.

DTM dataThemethodforselectingDTMdataisidenticaltothemethodforselectingparametersets.YoucanconfiguretheDTMdatasetforeachselecteddevice.FieldMatecanonlysupportuptofiveDTMdatasetsforeachdevice.Whenthislimitisreached,FieldMatewillautomaticallyoverwritetheoldestDTMdataset.YoucanselectDTMdatasetseitherautomaticallyormanually.IntheSynchronizeactivity,bothPRMandFieldMateDTMdatasetscanbemanuallyselected.IntheRestoreactivity,onlyPRMDTMdatasetscanbemanuallyselected.

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Figure3-11 AdvancedConfigurationsdialogbox-DTMDatatab

ToselectDTMdatasets,selectthe[DTMData]checkboxunderDataOptions.AcheckmarkappearsandtheoptionsintheDTMDatatabareenabled.

SEE ALSOForselectingDTMdatasetsinstructions,pleasesee:

“Parametersets“in“Performingadvancedconfigurations”



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 (3 AND 4 AND 5) OR 6

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

FieldMate R2.02/R2.03/R2.04/ R2.05/ R2.06

STARDOM Project Name

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 R3.11

Off LongTag × × × × × √NoteOn

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

ExtensionModeshownabove.



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

Sync OK EJA001-PIPE01Registeredmode:Tag+Descriptor

Sync OK

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

Sync OK

EJA003-PIPE02Registeredmode:Tag+Descriptor

Sync OK EJA003Registeredmode:Tag

ProhibitSync



IM 01R01A20-01E

Synchronizing Devices in STARDOM Upstream ProjectTIPThe followings describes sample case and operation work flow only for STARDOM user.

In STARDOM upstream project, the synchronization between PRM and FieldMate works except the project name portion of the extended device tag. Project name is ignored.

Table 4-4 Sample case with project setting mode

PRM devicesCurrent mode:Tag+Descriptor+Project Name

Operation and OutcomeFieldMate devices

Current mode:Tag+Descriptor

[Not exist](Backup as “EJA005-PIPE02”) Backup OK EJA005-PIPE02

Registered mode:Tag+Descriptor

EJX004-PIPE02_WELL01Registered mode:Tag+Descriptor+Project Name

Restore OK [Not exist](Restored as “EJX004-PIPE02”)

EJA001-PIPE01_WELL01Registered mode:Tag+Descriptor+Project Name

Sync OK EJA001-PIPE01Registered mode:

Tag+DescriptorSync OK

In STARDOM upstream project, since the devices imported from FieldMate do not contain device path information, it is also expected that the device tags of the imported devices do not contain the project name, and the device tags can be updated with the project name only after Plug & Play.

If the device has been synchronized before, renaming the device tag on one side will still update the device tag on the other side properly after synchronization. The same behavior can be expected for the other way around.

Table 4-5 Sample operation flow with project setting mode

Step ProcedurePRMCurrent mode:Tag+Descriptor+Project Name

DirectionFieldMate

Current mode:Tag+Descriptor

Outcome

1 Before Sync EJX004-PIPE02_WELL01 [Not exist]2 Restore device

to FieldMateEJX004-PIPE02_WELL01 EJX004-PIPE02 Device is restored

without the project name portion

3 Rename the device tag on FieldMate

EJX004-PIPE02_WELL01 EJX004-PIPE02↓

EJX001-PIPE01

Device is renamed on FieldMate

4 Synchronize device back to PRM

EJX004-PIPE02_WELL01 EJX001-PIPE01

5 After Sync EJX001-PIPE01_WELL01 EJX001-PIPE01 Device is updated in PRM while

keeping the project name portion


App.-1

IM 01R01A20-01E

Appendix

References1. FieldMate Versatile Device Management Wizard (IM 01R01A01-01E).


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 May 2013 FieldMateR2.06
