Allen-Bradley OptiSIS 1711-P05SISID050S User manual

OptiSIS Safety Instrumented System
Catalog Numbers 1711-P05SISID050S, 1711-P05SISID050T, 1711-P05SISOD050S, 1711-P05SISOD050T, 1711-P05SISID100S,
1711-P05SISID100T, 1711-P05SISOD100S, 1711-P05SISOD100T
User Manual
Original Instructions

Important User Information
Read this document and the documents listed in the additional resources section about installation, configuration, and
operation of this equipment before you install, configure, operate, or maintain this product. Users are required to
familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws,
and standards.
Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are
required to be carried out by suitably trained personnel in accordance with applicable code of practice.
If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may
be impaired.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from
the use or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and
requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or
liability for actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or
software described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation,
Inc., is prohibited
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
Labels may also be on or inside the equipment to provide specific precautions.
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous
environment, which may lead to personal injury or death, property damage, or economic loss.
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
IMPORTANT Identifies information that is critical for successful application and understanding of the product.
SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous
voltage may be present.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may
reach dangerous temperatures.
ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to
potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL
Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).

Rockwell Automation Publication 1711-UM004C-EN-P - April 2018 3
Table of Contents
Preface
About This Publication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Summary of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
About the OptiSIS Solution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Catalog Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
I/O Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enclosure Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Chapter 1
Safety Requirements Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Safety Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Fail-safe System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Fault Tolerant System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Safe State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Process Safety Lifecycle, Functional Testing, and Validation . . . . . . 13
Safety Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
PFD/PFH Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Password Protection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Program Enable Key. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Chapter 2
Installation Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Unpack. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Inspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Storage and Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Wall Mount — 50 I/O Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Floor Mount — 100 I/O Solution . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Chapter 3
Connect Power Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Power Distribution and Grounding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Power Cable Types/Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . 24
Cable Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Bottom Entry Conduit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Cable Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Lugs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Power Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

4Rockwell Automation Publication 1711-UM004C-EN-P - April 2018
Table of Contents
Chapter 4
Connect Field Wiring Grounding Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Input Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Analog Output Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Digital and Relay Output Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Contact Derating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Chapter 5
Startup First-time Powerup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Operator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Connect Peripherals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Application Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Configure User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Log Out Current User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Chapter 6
Configure I/O Configure I/O Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Configure an I/O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configure Analog Input Characteristics . . . . . . . . . . . . . . . . . . . . . 46
Configure Digital Input Characteristics . . . . . . . . . . . . . . . . . . . . . 50
Configure Analog Output Characteristics . . . . . . . . . . . . . . . . . . . 55
Configure Digital Output Characteristics . . . . . . . . . . . . . . . . . . . 58
Validate Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Chapter 7
Configure Logic Using Cause and Effect Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Configuration Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Configure Cause and Effect Charts by Using
the HMI Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Back up and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Chapter 8
Communication Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Using Modbus Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
HART Protocol. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
HART Data Over Modbus Network. . . . . . . . . . . . . . . . . . . . . . . . 72
HART Device Management by Using an AMS . . . . . . . . . . . . . . 73

Rockwell Automation Publication 1711-UM004C-EN-P - April 2018 5
Table of Contents
Chapter 9
Operation Monitor System State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
I/O Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
View Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
View Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Reset after Trip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Reset by Using the HMI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Reset by Using Supplied Modbus Point. . . . . . . . . . . . . . . . . . . . . . 92
Chapter 10
Maintenance Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Technical Support Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Opening the Enclosure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Repair Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Electrostatic Precautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Processor Module Battery Replacement . . . . . . . . . . . . . . . . . . . . . . . . . 94
Reset OptiSIS Solution Default Settings . . . . . . . . . . . . . . . . . . . . . . . . 96
Change Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Preparing Your OptiSIS Solution for Upgrades . . . . . . . . . . . . . . . . . . 97
Appendix A
Offline Configuration Tool Begin Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
General Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Configure Inputs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Configure Outputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Configure Cause and Effect Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Save Configuration File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Edit a Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Load or Restore Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Appendix B
Specifications SIL Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Hardware Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
I/O Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
I/O Characteristics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
System Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Environmental . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Approximate Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Appendix C
Spare Parts List Recommended Spare Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

6Rockwell Automation Publication 1711-UM004C-EN-P - April 2018
Table of Contents
Appendix D
Safety Checklist Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Appendix E
Modbus Communication Address Modbus RTU Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
OptiSIS Solution Modbus Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Rockwell Automation Publication 1711-UM004C-EN-P - April 2018 7
Preface
About This Publication The OptiSIS® solution is a ready to install configurable logic solver for use in
safety instrumented system (SIS) applications. Once installed and wired, it can
be configured and tested to provide a complete SIS solution that can meet
application requirements up to SIL 3.
This manual is intended for engineers or technicians that are directly involved
in the installation, connection, use, and maintenance of the OptiSIS solution.
Summary of Changes This manual contains new and updated information as indicated in the
following table.
ATTENTION: To meet any claimed safety integrity level, the OptiSIS solution
must be applied by following the Process Safety Lifecycle phases that are
defined in these resources:
• IEC 61511
• Other applicable sector Functional Safety standards
• Any application sector codes
• This user manual
ATTENTION: To operate the touch screen, use a finger, gloved finger, or
plastic stylus with a minimum tip radius of 1.3 mm (0.051 in.). Use of any
other object or tool can damage the keypad or touch screen.
Topic Page
Updated Table 1 8
Replaced Figure 7 23
Replaced image in Step 325
Updated screen captures in Navigation section 31
Updated screen captures in Connect Peripherals section 37
Updated screen captures in Configure I/O Points section 41
Updated screen captures in Configure an I/O section 43
Updated screen captures in Validate Configuration section 59
Updated screen captures in Monitor System State section 75
Updated Appendix D 117
Updated OptiSIS Solution Modbus Map section and Table 27 119

8Rockwell Automation Publication 1711-UM004C-EN-P - April 2018
Preface
Terminology This table defines the terms and abbreviations that are used in this manual.
About the OptiSIS Solution The OptiSIS solution is a packaged, pre-built, pre-programmed safety
instrumented system (SIS) logic solver that you mount, wire, and configure as
part of a complete SIS solution. The solution can meet application
requirements up to SIL 3. The solution uses a Rockwell Automation® industrial
computer, AADvance® controllers, and I/O modules.
Such applications include the following:
• Emergency shutdown systems/safety instrumented systems
• Burner management systems
• High-integrity pressure protection systems
• Energize-to-action systems
Table 1 - Terms and Abbreviations
Term/
Abbreviation
Definition Term/
Abbreviation
Definition
AI Analog input ISA International Society of Automation
AMS Asset management system: A system that is used to manage
(diagnose, configure, and maintain) smart field devices MOC Management of change process
MTTR Mean time to repair
AO Analog output NC Normally closed
AWG American Wire Gauge: A standard system that is used for
designating the size of electrical conductors. NEC National Electrical Code: A set of regulations that govern the construction and installation of electrical wiring and apparatus.
C & E Cause and effect NEMA National Electrical Manufacturers Association
CommDTM A communication driver that is installed as part of an AMS. This
driver provides a specific communication interface between the
FDT framework and the specific automation technology the AMS
system is connected to
NO Normally open
PCDC Product Compatibility and Download Center
PFD Probability of a dangerous failure on demand
CPU Processor module PFH Probability of dangerous failure per hour
DeviceDTM A software driver that is installed into an AMS that is specific to the
device of a manufacturer, which provides the data interface
specific to that model
PSAT Pre-startup acceptance test: A functional test of the safety
instrumented system
PST Process safety time
DI Digital input PV Process variable
DO Digital output RRF Risk reduction factor
DTM Device type manager. There are two types of DTM, a DeviceDTM
and a CommDTM RTU Remote terminal unit
SIF Safety instrumented functions
F & G Fire and gas SIL Safety integrity level
FDT Field device tool: A technology for configuration and access of field
devices. It allows field device data to be shared between different
technologies. For more information, go to www.fdtgroup.org
SIS Safety instrumented system
SRS Safety requirements specification
TCP Transmission control protocol
HART Highway addressable transducer protocol TCP/IP Transmission control protocol/internet protocol
HFT Hardware fault tolerance TMR Triple modular redundancy
HMI Human machine interface USB Universal serial bus
I/O Input/output UTC Coordinated universal time
IP Ingress protection

Rockwell Automation Publication 1711-UM004C-EN-P - April 2018 9
Preface
Catalog Numbers
I/O Configurations
The OptiSIS solution is available in two sizes:
• 50 I/O solution (see Table 15 on page 111 for a listing of I/O types)
• 100 I/O solution (see Table 16 on page 111 for a listing of I/O types)
Enclosure Options
The following enclosure options are available for the OptiSIS solution:
1711 - P05 SIS ID 050 S
Bulletin Number
• 1711: OptiSIS
solution
P05 - Packaged
solution
SIS - Safety
instrumented system
Area
• ID: Indoor
•OD: Outdoor
I/O
• 050: 50 I/O
• 100: 100 I/O
Configuration
•S: Fail-safe
•T: Fault tolerant
IMPORTANT Screen captures in this manual show the 50 I/O solution. Screens for the 100
I/O solution differ.
Location Solution Enclosure Material Enclosure Rating
Indoor (ID) 50 I/O and 100 I/O Powder-coated steel IP66 and NEMA 4
Outdoor (OD) ANSI 304 stainless steel IP66 and NEMA 4X

10 Rockwell Automation Publication 1711-UM004C-EN-P - April 2018
Preface
Additional Resources These documents contain additional information concerning related products
from Rockwell Automation.
You can view or download publications at
http://www.rockwellautomation.com/literature/. To order paper copies of
technical documentation, contact your local Allen-Bradley distributor or
Rockwell Automation sales representative.
Resource Description
Integrated Display Industrial Computers for Hazardous
Locations User Manual, publication 6181X-UM001 Contains information on how to install, configure, operate, and troubleshoot the 6181X integrated
display industrial computers.
Integrated Display Industrial Computers User Manual,
publication 6181P-UM003 Contains information on how to install, configure, operate, and troubleshoot the 6181P integrated
display industrial computers.
Power Supply reference manual, publication 1606-RM001 Provides installation, operation, and features
information for switched mode power supplies.
Process Safebook 1 - Safety-related control systems in the
process industry reference manual, publication
SAFEBK-RM003
Provides information, guidance, and examples to
understand and apply Functional Safety and Process
Safety standards.
AADvance Safety Manual, publication ICSTT-RM446 Defines how to apply AADvance controllers for a
Safety Instrument Function.
AADvance Troubleshooting Guide, ICSTT-RM406 Provides maintenance and troubleshooting
information for AADvance controllers.
PFHavg and PFDavg Data Reference Manual, publication
ICSTT-RM449 Provides information on AADvance controller reliability.
HART Protocol, www.fdtgroup.org. Provides details on HART protocol.
Field Loop Configuration application note, publication
AN-T80004 Provides information for line monitoring and includes
advice for fire detectors, which are not simple
volt-free contacts.
International Electrotechnical Commission
http://www.iec.ch Provides details on IEC 61511.
National Fire Protection Association (NFPA 72),
http://www.nfpa.org Provides details on NFPA 72.
International Society of Automation (ISA 84.00.01),
https://www.isa.org/ Provides details on ISA 84.00.01.
National Electric Code, http://www.necconnect.org Provides details on NEC Table 310.15(B)(16).
Industrial Automation Wiring and Grounding Guidelines,
publication 1770-4.1 Provides general guidelines for installing a Rockwell Automation® industrial system.
Product Certifications website,
http://www.rockwellautomation.com/global/
certification/overview.page
Provides declarations of conformity, certificates, and
other certification details.
Product Compatibility and Download Center (PCDC)
http://www.rockwellautomation.com/global/support/
pcdc.page?.
Provides help to find product-related downloads
including firmware, release notes, associated
software, drivers, tools, and utilities.