PDM 101: Breaking down the basics of PDM



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Breaking down the basics of PDM

PDM 101: Workbook

By:

Tim Matthews

And

Lonnie Barker

Letter to Attendees

Hello Everyone and Welcome to Breaking Down the Basics of PDM!

This workbook will provide you with a step-by-step process of everything we will cover in the session. Before attending your designated session, please complete the three exercises found at the end of this workbook and have them sent to the email addresses provided.

Please remember to bring your laptop, have an up-to-date version of PDM software and have the latest EDD file for the LR250. This will allow you to have a hands-on experience with the unit and follow along as we go through each of these exercises.

Thank you and can’t wait to see you in Vegas!

Sincerely,

Professors Matthews and Barker

About the Author

Tim Matthews is the Sr. Sales Application Engineer / PI 2 Product Specialist for the East Coast Region. Tim has been employed by Siemens for 3 years, and prior to becoming Sr. Sales Application Engineer Tim spent 2 years in Technical Support and Field Service. Tim Graduated from Lehigh University in 2007 with a degree in Chemical Engineering.

Contents

Acknowledgments

Introduction

Part 1: What is PDM (Process Device Manager)?

Part 2: Installation and Connections

Part 3: Setting up new project in PDM

Part 4: Going through basic start ups and wizards

Part 5: Exporting and importing PDM files

Part 6: Common computer errors and how to fix them

Exercises:

1. Setting up project / Quick Start Wizard LR-250 / Exporting PDM file

2. Setting up project / Setting up DS III/ Exporting PDM file

3. Setting up project / Setting up TH300/ Exporting PDM file

Reference:

Contact information:

Acknowledgements

A special thanks to Al Dhanji and Josh Ramos. Al’s and Josh’s hard work made this workbook possible.

Utilizing their experience with PDM from years of helping customers through technical support and field service has ensured this workbook will be a beneficial tool to our Channel Partners.

Introduction

This workbook was developed to help the user to become more comfortable & confident with PDM. The experience of hooking up to units, the knowledge of common computer errors, and quick start procedures will help you better understand the PDM software and the instruments it communicates with.

PDM is not just a product in itself; it is a necessary tool that should be sold with every instrument with which it can communicate. Moreover, the biggest benefit of PDM to a salesperson is the powerful impact he or she can have with the customer when demoing an instrument. Just talking about the benefits and features is not enough anymore in the visual world we live in. Showing a person that an instrument can be set up in minutes has a bigger punch.

WORKBOOK

Part 1: What is PDM?

SIMATIC PDM or Process Device Manager is a universal tool for configuring, commissioning, diagnosing and maintaining intelligent field devices.

PDM is a single software program that allows you to work with multiple devices from multiple manufacturers using the same interface. Process device data can be easily set, changed, checked for plausibility, managed and simulated. In addition, you can monitor selected process values, alarms and status signals of devices online.

Major advantages at a glance:

• Simple, operating system-independent integration of field devices based on a device description (e.g. EDD or HART DD)

• Similar visualization of all field devices

• Provides basic functions (e.g. export, data comparison, printing) for all field devices

• Various communications possibilities (e.g. PROFIBUS DP/PA, HART, Modbus)

• Support of comprehensive field device-specific functions (simulation, measuring circuit test, character tics curve definition, calibration functions, documentation etc.) which can form the overall characteristics of field device manufacturers

Part 2: Installation and Connections

Installation:



Under PI 5

PI5 Simatic_PDM_Part_1_Al_Dhanji

and

PI5 Simatic_PDM_Part_2_Joshua Ramos

Connections:

For this workshop, we will be focusing on hooking up to field devices directly.

With HART Modem:

When connecting directly with the unit, connect a 250 ohm resistor to either the + or – terminal. Connect the modem posts in parallel with the resistor as illustrated.

When connecting to the PLC or barrier a resistor may not be required due to the fact the loop resistance will be added by the PLC or barrier. Connect the modem leads across placing one lead on the + and the other on the – side.

Connecting PDM to MODBUS device.

Part 3: Setting up a new project in PDM

Once PDM has been installed and you are correctly hooked up to your unit, left click the mouse on ‘File’ and left click the mouse on ‘New’.

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The next step is to name your project. Try to make it as specific as possible.

Once you name your project a Process Device Network View window will pop up.

1. Right click on the Net icon in right side of the window.

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2. Right click on ‘Insert New Object’.

3. If communicating with a Hart device, left click on ‘HART modem’. If communicating with a Modbus unit, left click on ‘MODBUS net’.

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Two icons will appear to the right. One will be your computer ID, the other will be a Hart or MODBUS icon depending on which you chose.

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Right click on the HART or MODBUS icon and move the curser to ‘Insert New device’ and left click on the HART or MODBUS device.

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Once the device is chosen the ‘Insert the device object’ window will open.

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Just simply left click on the OK button. Unless a HART or MODBUS Network has been set up, the default address is fine.

The two-shaded square in the right window indicates that the project is now set up. By double clicking on this square, the project can be opened.

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The name of the device should be changed to the tag name that will be given to the unit when calibrated.

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Once the two-shaded square is double clicked the following box will pop-up. Click on ‘Specialist’ then ‘OK’.

Next we will choose the correct device from the list. Double click on ‘Sensors’ then open up the ‘Level’ tree. From ‘Level’ we will double click on “Echo’ and then double click once again on ‘Siemens Milltronics’.

Now we will choose the correct Siemens level device, with the correct DD file.

Once the two-shaded square is double clicked the project will open up and allow you access to all the parameters.

Part 4: Going through basic start ups and wizards

For this example we will set up a LR250 for a parabolic bottom tank with span of 20 ft. The nozzle ID is 4” and the nozzle height is 4”. The unit will be mounted 2 ft from the side. The bottom of the flange of the LR250 will be 24” from the high level point with the 0 level point at the top of the bottom dish.

Once in the project, click on ‘Device’ and click on ‘Quick Start’. This will open the five step set up for the instrument.

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Quick Start – Step 1

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Quick Start – Step 2

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Quick Start – Step 3

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Quick Start – Step 4

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Quick Start – Step 5

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To make individual changes is to use the online shortcut.

Place the cursor in the green section of the parameter needing to be changed.

Right click and left click on ‘Online’ in the window.

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A list of the parameters available to change will open in a new window. In this example, we are going to change the low calibration point to 23 ft from 22 ft.

Simply change the value of any parameter in this section and click on ‘Transfer’.

After all of the parameters have been changed, the next step is to upload the changed parameters into the device.

The five step quick start is not available on all products, but within the parameter listing in PDM we do have a Quick Setup section listing all parameters needed for setting up the unit for operation.

Part 5: Exporting and Importing PDM Files

Another benefit of PDM is to import and export files. Importing will allow you to take the work you have already completed on another unit and upload it to a new unit. This is especially useful when you have identical applications. Exporting is beneficial in that it allows you to send your work to others with PDM to have them troubleshoot or verify parameters and gives you the ability to make back up files in case changes are made by hand that ended up causing an issue.

To Export a file:

Go to ‘File’ then click on ‘Export’

Select where you would like to export the file to and click ‘Save’.

Verify that your file was exported correctly.

To import a file:

Go to ‘File’ , then click on ‘Import’.

Select which file you would like to import and click ‘Open’.

Part 6: Common computer errors and how to fix them

Normal computer errors arise from a few issues:

Verifying the COM-Port

Adjusting the buffers on your computer

The wrong DD / EDD file is being used

The Baud rate is not set correctly

1 - Two types of HART Modems are available, the USB version and the RS-232 serial modem version.

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Verifying the correct COM-Port.

If the wrong COM-Port is assigned, PDM will not communicate with the unit.

COM-Port 1 is the default in PDM when using a RS-232 HART modem. COM-Port 1 is also the designated COM-Port on most PCs and laptops.

No changes will have to be made in PDM.

A USB modem can be moved to any available COM-Port on your laptop or PC.

169 When using USB modem, always verify which COM-port is being utilized.

How to verify which COM-port is being utilized by the HART modem.

Through your PC or laptop, go to ‘Settings’ and click on ‘Control Panel’.

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Click on ‘System’.

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Then click on the Hardware tab

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Click on ‘Device Manager’ and expand on the Ports (COM & LTP) icon.

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Locate the correct COM-Port you wish to view and double click.

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Click on Port Settings

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Changing the Com-Port setting in SIMATIC PDM

Click on the computer icon and a COM interface icon will appear in the right window.

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Double click on the COM interface icon, and a ‘Properties of COM interface’ window will open. In this window, click on the ‘Connection’ tab.

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Once the Connection tab is clicked, a COM-Port window will open with the default of one showing. Change the number to the correct COM-Port being used by the modem.

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2 – Adjusting the buffer.

From Ports (COM & LTP): double click on the COM-Port in use, and a communications port properties window will open up. From the communications port properties, click on the advanced button on the bottom. Move both the Receive buffer and Transmit buffer to low.

For a Modbus device, check the baud Rate by going back to the project created and double click on the MODBUS net icon; click on object properties; and click on the Connection tab of the properties of MODBUS net window and now verify the baud rate is set to 115200 Baud.

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3 – Adding a Device Descriptor

PDM requires a device descriptor of the product before it can communicate. When a new process instrument is added to the Siemens product line or newer revisions of current products are added the DD for these products are posted on the Siemens web site on or before the release of product.

This section will tell you:

where to locate the DD on Siemens site,

how to download it, and

how to install it in PDM.

NOTE: The customer may also have an older version of PDM that will also have to be upgraded before PDM will recognize the new DD.

Current revision of PDM is 6.0 SP 5. This upgrade cannot be downloaded off the web, but a free upgrade can be ordered from the web.

Prior to downloading the DD, create a new folder to place the DD file. In this scenario, the new folder was added to the desktop.

Channel Partners can go through the Rep Room to locate the downloadable file. The end user can go to…



Click on the correct technology then locate the correct product with which you are trying to communicate. Open up the technical info on the right hand side of the screen and then click on ‘Manuals / Operating Instructions’.

You will be brought to the following screen:

Drop down the ‘Entry Type’ menu and click on ‘Downloads ’. Once the download screen, is chosen a window for all downloads for the product will open. Just make sure the correct version is picked. In the case of LR250, a DD for HART is posted as well as one for PROFIBUS.

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Once you open the DD, it will have a downloadable zip file. After double clicking on the file, a window will pop up asking “Do you want to save this file?”. In this scenario a folder was created on the desktop named LR250 DD. Click on the folder and hit save. This will download the DD file into this folder.

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Before the file can be uploaded into PDM, the files must be extracted. After downloading, a new window will pop open. Click on ‘open’ and a new winzip window will open, listing all the files. Click on the ‘Extract’ icon atop this window. An extract window will open. Simply click on the folder set up to hold the file and click on the extract button.

Now that the DD has been downloaded and extracted, go back into SIMATIC Manager and click on the ‘Options’ tab, move your cursor to SIMATIC PDM, and click on ‘Manage Device Catalog’.

This will open the Manage Device Catalog window, shown here:

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In this window, click on the ‘Browse’ button to locate the file that is to be downloaded. Once selected, the window will display the files. Once the correct file is verified, click on ‘Select all’ and hit ‘OK’. If done correctly, a window will open up telling you so. Just click on ‘OK’ to c omplete the process

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Exercises:

1: Create a new project in PDM for an LR250. Set up the device for a 42 ft. cylindrical vessel. We need to know the space between the material and our high level point. The high level point is 3 ft. below the top of the tank. The material moves at a slow rate of 0.05m/min. Label the descriptor field as NSM LR250 Exercise and tag it as NSMLR250. Once completed export the file and send it in an email to timothy.matthews@ and lonnie.barker@.

2: Create a new project in PDM for a Siemens DS III Differential Pressure transmitter. The DS III is a 1600 mbar, PN160 unit. Set up the device to read from 0 to 500 in H2O. Label the descriptor field as NSM DS III Exercise and tag it as NSMDSIII. Once completed, export the file and send it in an email to timothy.matthews@ and lonnie.barker@.

3: Create a new project in PDM for a TH300 temperature transmitter. Set up the sensor input for a Type N Thermocouple, with a standard connection and a factor of 3. Label the descriptor field as NSM TH300 Exercise and tag it as NSMTH300. Once completed, export the file and send it in an email to timothy.matthews@ and lonnie.barker@.

Reference:



Under PI 5

PI5 Simatic_PDM_Part_1_Al_Dhanji

And

PI5 Simatic_PDM_Part_2_Joshua Ramos

Contacts

Tim Matthews

Sr. Sales Application Engineer

Siemens Industry, Inc

Process Instrumentation & Analytics Business Unit

1201 Sumneytown Pike

Spring House, PA 19477

Work Phone: 972-522-4562

Cell Phone: 215-290-5792

Lonnie Barker

Sr. Sales Application Engineer

Siemens Industry, Inc.

Process Instrumentation & Analytics Business Unit

734W. North Carrier Parkway

Grand Prairie, Texas 75050

Tel: (972) 522-4563

Fax: (972) 522-4501

Mobile: (817) 733-5659

Tech Support: 1-800-333-7421

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Modem

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Level

Device

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This document includes confidential data that shall not be duplicated, used, distributed, or disclosed for any purpose unless authorized by Siemens Industry Inc.authorized by Siemens.

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