Sustain.Ability. Kevin Boatright & John Yingst Field Device Manager: Instrument Nourishment through Smart Device Management

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2012 Honeywell Users Group Americas Sustain.Ability. Kevin Boatright & John Yingst Field Device Manager: Instrument Nourishment through Smart Device Management 1

Agenda Sustaining the Benefits of Smart Devices Instrument Nourishment Through Smart Device Management Field Device Manager Overview FDM Current R430 FDM Future Vision 2

Sustaining the Benefits of Smart Devices Benefits of smart devices no secret Project implementation and operations savings Faster commissioning More useful digital information Much simpler maintenance procedures But how to sustain? Need intelligent smart instrument management system Need routine maintenance to make it happen Need practices, procedures and tools to nourish smart instrumentation 3

Smart Devices Without Maintenance Imagine running a plant without maintenance! Motors and pumps would fail Filters would plug up Valves would degrade and eventually fail Processes would degrade So why run without instrument maintenance? Electronics drift out of calibration Electronics become unreliable or eventually fail Control valves become unresponsive Confidence in process erodes Lose ability to run the plant 4

Benefits of Smart Device Maintenance Keeps actuators and valves running at peak performance Maintaining confidence in process measurements Being able to handle new revisions of devices Being able to handle device replacement when devices fail Testing that safety devices will perform when expected Paying less for insurance!! SO How do we get there? 5

Nourishment through Instrument Management! Use instrument management to Regularly run diagnostics on valves and actuators Routinely run PVST tests on safety valves Save databases of devices and routinely compare for discrepancies Check calibration of devices to insure confidence in measurement accuracy Watch for early signs of device failures Diagnose and fix problems through the instrument management system 6

Field Device Manager (FDM) FDM simplifies instrument management Configuration, Diagnostics & Maintenance Supports configuration, diagnostics and management tasks Displays device status to help maintenance personnel find problems Handles large database of devices from the entire plant Saves effort by auto-building database from live connected devices Uses open standard DDs/EDDLs and DTMs to create templates for devices Allows easy download from FDM to devices or upload from devices to save valuable configurations Works with Experion, non-experion and Safety networks 7 SIMPLIFYING SMART INSTRUMENT MANAGEMENT

FDM Value Saves Time Brings instruments to you! Finds and accesses devices quickly! Optimized for fast data access! Simplifies Maintenance Tasks Intuitive interface regardless of instrument protocol! Automatically highlights and shows instrument faults! Freedom of Choice through Open Standards Both DD/EDDL and FDT/DTM standards in the same tool! HART, Profibus and Fieldbus any device! Flexible and Scalable Supports any size project very small to very large Even runs in a Win 7 laptop/desktop for the Maintenance Shop! 8 VERSATILE ACCESSIBLE PREDICTABLE

FDM Use Case Examples Maintenance Performing routine maintenance (especially valves) Checking device status (alarms) and troubleshooting Device database upload (history) for archive/reference Device replacement and needed setup/reconfiguration Engineers Configuring and setup of devices during FAT Device commissioning during startup Assisting maintenance with troubleshooting Assisting operations with problem solving Operators Device diagnostics/status checks Device information reference for running the process 9 ALWAYS THE RIGHT TOOL!

FDM is Used To help run and maintain some of the largest plants in the world To help enhance operator confidence during plant startups To save time and money during commissioning To support and maintain both Fieldbus and HART devices in major plants To capture device databases so maintenance can later replace devices when needed All over the world 24/7 10

FDM Features and Capabilities Advanced Search Audit Trail Automatic Network Update Bulk Operations Client-Server Architecture Device History Device Configuration Device Documentation Display Filter Dashboard Integration with Experion Standalone Version Access Lock Control Device Health Scan Import and Export MUX Monitoring Offline Configuration Role-Based User Management DD/EDDL and DTM Support Third-Party App Integration OneWireless Integration Windows Authorization Single Sign-On PVST Testing 11 FDM IS PACKED WITH CAPABILITIES!!

FDM Supported Protocols HART devices via Experion and Safety Manager HART I/O HART devices via HART multiplexers and modems Profibus networks Profibus PA or DP devices HART devices connected to Profibus networks Foundation Fieldbus devices via Experion FIM OneWireless Profibus Gateway 12 SUPPORTING OPEN STANDARDS

FDM Protocol Comparison FDM Capability Device configuration (online) Offline configuration (template) Save history Audit trail Compare history to live device Attach documents to device types (Library) Bulk operations (history and offline templates) Station Maintenance view Third-party application integration Device health scan Display filters Import / export (tags, audit trail, history, offline config) Device Access Control (new in R430) Advanced search Attach documents to devices Connects to Experion Connects to MUXs & provides MUX monitoring Connects to Comm/Gateway DTM 13 Dynamically updates devices (non-fdt networks) HART Profibus Fieldbus DD DTM DD DTM DD DTM thru Experion

FDM R430 Features/Capabilities Summary Experion R410, R400 and R311 compatibility New 64-bit operating system support SM Universal Safety I/O HART device support HART 7 support Profibus/FDT improvements FDT Comm Console Tool Health of Comm DTM connected devices New Series C HART I/O support Device Access Control Virtualization Support Release independent 14

FDM R430 Details Compatibility Supports Experion R410, R400 and R311 Useful in multi-experion systems and migrations 64-bit and 32-bit support HART 7 support Full support for new HART 7 wired devices ALL HART 5 and 6 device support continues Updated HCF library with latest DD files Fully transparent to the user Some changes also made to Experion Earlier Experion IOMs require latest firmware 15

FDM R430 Details Safety Manager Universal Safety I/O support Supports SM Universal Safety I/O and Universal Safe Logic Solver Easy connection via Ethernet No hardware license required to connect to SM Two configurations supported Experion with integrated Safety Manager Standalone Safety Manager HART device alerts in Experion use MUX Monitoring For SM R150 and higher 16

FDM R430 Details SM Universal Safety I/O Details Configuration exported from Safety Builder, imported into FDM Safety Builder Application Viewer locks devices provides robust protection when in service Utility provided to update devices in FDM when changes made 17

FDM R430 Details Profibus/FDT improvements New FDT Comm Console replaces FDT Comm Tool New Health Scan of Comm DTM connected devices (Profibus, HART-over Profibus) Number of improvements in FDT/DTM spec compliance Device icons used from DTMs when available helps keep things organized! 18

FDM R430 Details New Series C I/O support FDM supports new single-modem HART I/O modules CC-PAIH51 (AI) & CC-PAOH51 (AO) Transparent to the user Virtualization Support Release independent qualified as of FDM R410 All four FDM components supported (Server, Gateway, Client & RCI) New Client Access Licenses (CALs) required for each running, onprocess Level 2 virtual machine USB Modem Support Several USB to RS 485 Converters now qualified for MUX networks Alternative to traditional COM ports 19

FDM R430 Details Device Access Control Security for all networks and all devices connected to FDM Write access to device / set of devices / network controlled by an authentication mechanism Password protection Set up through Settings menu Features: Automatic lock of devices as they are discovered on the network Password protection for devices that are connected to a network Automatic lock of an unlocked device after a specified time period Manual lock/unlock of all the devices connected to a network 20

PMIO AI/AO Series-A (1756) AI/AO Series C I/O AI/AO Series-A FIM Series C FIM FDM R430 Simplified Architecture Example FDM Client FDM Client MODEM FDM Client FDM Client Experion Station Experion Station Honeywell HART-DE Modem Experion Server Experion ERDB FDM Server FDM/ Instrument Database Gateway PC (ACE Node) FDM Gateway FDM Gateway Remote Node RS232 MUX Monitoring RS485 Safety Manager MUX Profibus Gateway HART DEVICES FIELDBUS DEVICES PROFIBUS DEVICES SM I/O HART DEVICES HART DEVICES 21

PKS Advantage Program Members Cape Software Flowserve GE Energy Masoneilan Metso Automation Pepperl+Fuchs Purelink Technology Redline Communications SKF Turck 22