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
AB PLCs

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-UM004B-EN-P - September 2016 3
Table of Contents
Summary of Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
About This Publication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About the OptiSIS Solution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Catalog Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
I/O Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Enclosure Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter 1
Safety Requirements Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Safety Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Fail-safe System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Fault Tolerant System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Safe State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Process Safety Lifecycle, Functional Testing, and Validation . . . . . . 15
Safety Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
PFD/PFH Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Password Protection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Program Enable Key. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Chapter 2
Installation Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Unpack. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Inspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Storage and Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Wall Mount — 50 I/O Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Floor Mount — 100 I/O Solution . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Chapter 3
Connect Power Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Power Distribution and Grounding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Power Cable Types/Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . 26
Cable Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Bottom Entry Conduit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Cable Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Lugs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Power Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
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Chapter 4
Connect Field Wiring Grounding Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Input Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Analog Output Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Digital and Relay Output Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Contact Derating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Chapter 5
Startup First-time Powerup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Operator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Connect Peripherals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Application Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Configure User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Log Out Current User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Chapter 6
Configure I/O Configure I/O Points. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Configure an I/O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Configure Analog Input Characteristics . . . . . . . . . . . . . . . . . . . . . 52
Configure Digital Input Characteristics . . . . . . . . . . . . . . . . . . . . . 56
Configure Analog Output Characteristics . . . . . . . . . . . . . . . . . . . 61
Configure Digital Output Characteristics . . . . . . . . . . . . . . . . . . . 63
Validate Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Chapter 7
Configure Logic Using Cause and Effect Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Configuration Methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Configure Cause and Effect Charts by Using the HMI Display 68
Back up and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Chapter 8
Communication Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Using Modbus Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
HART Protocol. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
HART Data Over Modbus Network. . . . . . . . . . . . . . . . . . . . . . . . 76
HART Device Management by Using an AMS . . . . . . . . . . . . . . 77

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Table of Contents
Chapter 9
Operation Monitor System State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
I/O Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
View Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
View Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Reset after Trip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Reset by Using the HMI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Reset by Using Supplied Modbus Point. . . . . . . . . . . . . . . . . . . . . . 96
Chapter 10
Maintenance Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Technical Support Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Opening the Enclosure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Repair Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Electrostatic Precautions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Processor Module Battery Replacement . . . . . . . . . . . . . . . . . . . . . . . . . 98
Reset OptiSIS Solution Default Settings . . . . . . . . . . . . . . . . . . . . . . . 100
Change Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Preparing Your OptiSIS Solution for Upgrades . . . . . . . . . . . . . . . . . 101
Appendix A
Offline Configuration Tool Begin Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
General Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Configure Inputs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Configure Outputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Configure Cause and Effect Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Save Configuration File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Edit a Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Load or Restore Configuration File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Appendix B
Specifications SIL Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Hardware Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
I/O Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
I/O Characteristics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
System Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Environmental . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Approximate Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Appendix C
Spare Parts List Recommended Spare Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
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6Rockwell Automation Publication 1711-UM004B-EN-P - September 2016
Table of Contents
Appendix D
Safety Checklist Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Appendix E
Modbus Communication Address Modbus RTU Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
OptiSIS Solution Modbus Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Rockwell Automation Publication 1711-UM004B-EN-P - September 2016 7
Summary of Changes
This manual contains new and updated information as indicated in the
following table.
Topic Page
Updated section: Digital and Relay Output Wiring 32
Updated chapter: Configure I/O (Chapter 6)47
Updated chapter: Configure Logic (Chapter 7)65
Added chapter: Communication (Chapter 8)75
Added appendix: Offline Configuration Tool (Appendix A)103
Added appendix: Specifications (Appendix B)115
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8Rockwell Automation Publication 1711-UM004B-EN-P - September 2016
Summary of Changes
Notes:

Rockwell Automation Publication 1711-UM004B-EN-P - September 2016 9
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.
Terminology This table defines the terms and abbreviations that are used in this manual.
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.
Table 1 - Terms and Abbreviations
Term/Abbreviation Definition
AMS Asset management system: A system that is used to manage (diagnose, configure, and
maintain) smart field devices
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
DeviceDTM A software driver that is installed into an AMS that is specific to a manufacturer’s device,
which provides the data interface specific to that model
DTM Device type manager. There are two types of DTM, a DeviceDTM and a CommDTM
F & G Fire and gas
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
HART Highway Addressable Transducer Protocol
MOC Management of change process
MTTR Mean time to restoration
PSAT Pre-startup acceptance test: A functional test of the Safety Instrumented System
PST Process safety time
PV Process variable
RTU Remote terminal unit
SIL Safety integrity level
SIS Safety Instrumented System
TCP Transmission control protocol
UTC Coordinated universal time
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10 Rockwell Automation Publication 1711-UM004B-EN-P - September 2016
Preface
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
Catalog Numbers
I/O Configurations
The OptiSIS solution is available in two sizes:
• 50 I/O solution (see Table 15 on page 115 for a listing of I/O types)
• 100 I/O solution (see Table 16 on page 115 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
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