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ValVue Suite ValVue HART

Valve Interface Portal


®

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

Quick
Start
Guide
v1.0

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Preface
This 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 svi2support@masoneilan.com

Sandro Esposito

Product Marketing Manager – Smarts Products


Dresser Masoneilan

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Table of Contents
Introduction............................................................................................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

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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

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Introduction
The 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 ValVue


ValVue 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.

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

Product Application Additional Total


Component Storage for Installation Size
Diagnostic Files
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 Applications


The 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.

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

2. Select the application to install based on the purchased


license.

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

4. Register the software to receive a software key.


(See registration section in this document)

Memory stick installation


1. Insert the memory stick in an available USB port.

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

3. Go to the root of the memory stick. Locate the folder


with a software description that corresponds with the
purchased license.

4. Double-click on the executable program to launch


the installer.

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

6. Register the software to receive a software key.


(See registration section in this document)

Installing ValVue Standalone


To install ValVue Standalone:

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

2. Follow the installation instructions. If the Auto-Start function


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.

3. Click on Install Standalone Edition on the installation browser


to begin installing ValVue Standalone.

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

5. If you prefer not to use the default, click on 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

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

2. Follow the installation instructions. If the Auto-Start function


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.

Assigning ValVue in PRM


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

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

3. Click once on the asset.

4. From the toolbar of PRM, locate “Plug-In.” If it is not visible


then click on the double-arrow (far right) on the toolbar to
show additional settings. Select “Plug-In.”

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


select “Add.”

6. Select the ValVue application as follows:

• 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.

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Figure 3 Assigning ValVue in PRM

For support contact: svisupport@masoneilan.com


Or Visit www.masoneilan.com for your closest support center.

Installing ValVue AMS Snap-On


To install ValVue AMS Snap-On:

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

2. Follow the installation instructions. If the Auto-Start function


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.

3. Click on Install AMS Snap-On on the installation browser to


begin installing ValVue Standalone.

4. The first dialog box where you will be asked to make a


decision is for the installation folder shown in Figure 2.

5. If you prefer not to use the default, click on 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.
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Starting the application for
the first time
ValVue HART is started according to the ValVue HART application:
Standalone, PRM Plug-In or AMS Snap-On.

Launching ValVue Standalone


To 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

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Figure 6 Standalone Trial Period Information

Licensing ValVue HART


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

Install

Launch

Serial No.

Registration
Screen

Registration Information
Fax or Email:
softwarereg@masoneilan.com

Registration
Desk

Software Key

User

Registration
Screen

Complete

Figure 7 License/Registration Process Flow Chart

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Launching PRM PLUG-IN ValVue
PRM 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 login


Until 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:

1. Key in “admin.“

2. Click on “Login.“

Figure 8 Logging Into ValVue

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

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


the figure below.

3. If ValVue connects with a device, it will include it in the


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:

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

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

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

Working in ValVue
ValVue 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 Wizard


When 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:

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


in the figure below.

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

Figure 12 Starting Setup Wizard – Monitor Screen

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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

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

1. Select the “Configure” tab.

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


select Setup and click “OK.”

3. The associated Configure Screen will be displayed as shown


in the figure below.

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4. Adjust the appropriate configuration parameters.

• 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

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

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

Figure 15 Configure Screen with Changes

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


for further instructions.

Calibration
If 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:

1. Select the “Calibrate” tab.

2. T. he associated Calibrate Screen will be displayed as shown in


the figure below.

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


select Setup and click “OK.”

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

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

6. Set PID parameters by clicking on “Advanced Parameters,”


launching a dialog box to change parameters.

7. Set Open Stop Adjustments by entering in the field, changing


the value and then clicking “Set Open Stop Adj.”

8. When you change PID parameters the “Apply” button


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:

1. Right click anywhere on the Calibrate Screen.

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


be displayed.

3. Select either “Run Find Stops” or “Run Autotune” and


follow the dialog box instructions.

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Figure 17 Calibrate – Right Click Context Menu

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


EW1003 for further instructions.

Reports
ValVue 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:

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


a report template file

2. Select the report setup (report template file) – using the


Report Setup command from the Monitor Context Menu.

3. Generate the report – using the Report command from the


Monitor Context Menu.

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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.

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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

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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 signature


ValVue 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

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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:

1. Select the test you would like to perform.

2. Adjust the test parameters if necessary.

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

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On-Line Help
For 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 svisupport@masoneilan.com

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PN 720002-868-779

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