Endress+Hauser Promag 300 User manual

Products Solutions Services
Installation Instructions
Activating application
packages, switching the I/O
function, upgrading with
additional I/O hardware
Promag/Promass 300, 500, 500-digital
EN Installation Instructions: EA01164D →  3
DE Einbauanleitung: EA01164D →  27
EA01164D/06/A2/02.17
71389157
2018-08-01

EA01164D
Endress+Hauser 3
Activating application packages, switching the I/O
function, upgrading with additional I/O hardware
Promag/Promass 300, 500, 500-digital
Table of contents
1 Overview of modification kits ...................................................... 4
2 Personnel authorized to carry out modification ..................................... 4
3 Personnel authorized to fit new nameplates ........................................ 5
4 Checking the configuration of the modification kit supplied ......................... 5
5 Safety instructions ................................................................ 6
6 Symbols used ..................................................................... 7
7 Tools list .......................................................................... 8
8 Promag, Promass 300, 500, 500–digital ........................................... 8
9 Promag, Promass 300, 500 ....................................................... 17
10 Promag, Promass 500-digital ..................................................... 22
11 Safety-related characteristic values ............................................... 26

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1 Overview of modification kits
The modification instructions apply to the following order structures:
Order structure Procedure Contents
DK8009- Activation of application package for Promass
300
Software code, wired-on tag plate, wire
cable with crimp sleeve, nameplate (front
foil, optional), Installation Instructions
DK8011- Activation of application package for Promass
500, 500-digital
Software code, wired-on tag plate, wire
cable with crimp sleeve, nameplate (front
foil, optional), Installation Instructions
DK5009- Activation of application package for Promag 300
Software code, wired-on tag plate, wire
cable with crimp sleeve, nameplate (front
foil, optional), Installation Instructions
DK5011- Activation of application package for Promag 500,
500-digital
Software code, wired-on tag plate, wire
cable with crimp sleeve, nameplate (front
foil, optional), Installation Instructions
DKZ004–
Switching I/O for Promass/Promag 300, 500,
500-digital
Software code, wired-on tag plate, wire
cable with crimp sleeve, nameplate (front
foil, optional), Installation Instructions
Upgrading of I/O hardware for Promass/Promag
300, 500, 500-digital
I/O hardware, software code (except for
relays), wired-on tag plate, wire cable with
crimp sleeve, nameplate (front foil,
optional), Installation Instructions
2 Personnel authorized to carry out modification
Authorization to carry out a conversion depends on the measuring device's approval type. The
table below shows the authorized group of people in each case.
2.1 Activating application packages / switching the I/O function:
Measuring device approval Personnel authorized to carry out modification 1)
Without approval 1, 2, 3
With approval (e.g. IECEx) 1, 2, 3
For custody transfer 4
1) 1 = Qualified specialist on customer side, 2 = Service technician authorized by Endress+Hauser,
3 = Endress+Hauser (return measuring device to manufacturer)
4 = Check with local approval center if installation/modification must be performed under supervision.

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2.2 Upgrading with additional I/O hardware:
Measuring device approval Personnel authorized to carry out modification 1)
Without approval 1, 2, 3
With approval (e.g. IECEx) 2, 3
For custody transfer 4
1) 1 = Qualified specialist on customer side, 2 = Service technician authorized by Endress+Hauser,
3 = Endress+Hauser (return measuring device to manufacturer)
4 = Check with local approval center if installation/modification must be performed under supervision.
3 Personnel authorized to fit new nameplates
Measuring device approval Personnel authorized to fit new nameplates
Without approval 2, 3
With approval (e.g. IECEx) Endress+Hauser*
* Note: Some countries/markets require a field inspection in order to change
nameplates. Please act in accordance with national legislation.
Following modification, back up the data via the device memory or via Web server/
Fieldcare.
4 Checking the configuration of the modification kit
supplied
Modification kits and Installation Instructions are used to upgrade certain functions of an
Endress+Hauser measuring device. Only original parts from Endress+Hauser may be used.
Only modification kits designed by Endress+Hauser for the measuring device can be used at
any time.

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The configuration of the supplied modification kit can be checked via W@M Device Viewer.
=
www.endress.com/deviceviewer
2.
1.
3.
4. ?
Order code Description
Ser. No.: 12345
1. www.endress.com/deviceviewer
2. Enter the serial number of the modification kit,
search for the product data and click "Order code".
3. The order structure of the modification kit is
displayed.
4. Check the order number of the modification kit.
• Check the serial number against the serial number of
the original device.
• Does the configuration of the modification kit match
the ordered configuration?
= YES, the modification kit may be used for the
measuring device.
= NO, the modification kit may not be used for the
measuring device.
5 Safety instructions
• Only use original parts from Endress+Hauser.
• Comply with national regulations governing mounting, electrical installation,
commissioning, maintenance and modification procedures.
• The specialized technical staff involved in the mounting, electrical installation,
commissioning, maintenance and modification of the measuring devices must meet the
following requirements:
– Specialized technical staff must be trained in instrument safety.
– They must be familiar with the individual operating conditions of the devices.
– In the case of Ex-certified measuring devices, they must also be trained in explosion
protection.
• The measuring device is energized! Risk of fatal injury from electric shock. Open the
measuring device only when the device is de-energized.
• When using Ex-certified measuring devices: Open device only when in a de-energized state
(allow 10 minutes to elapse after switching off the power supply) or in environments which
do not have a potentially explosive atmosphere.
• For measuring devices in safety-related applications in accordance with IEC 61508 or
IEC 61511: Following modification, re-commission the device in accordance with the
Operating Instructions. Document the modification. Pay attention to safety-related
characteristic values →  26
• Before removing the device: set the process to a safe state and purge the pipe of dangerous
process substances.
• Hot surfaces! Risk of injury! Before commencing work: Allow the system and measuring
device to cool down to a touchable temperature.
• In the case of devices in custody transfer, the custody transfer status no longer applies once
the seal has been removed.
• The Operating Instructions for the device must be followed.

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• Risk of damaging the electronic components! Ensure you have a working environment
protected from electrostatic discharge.
• After removing the electronics compartment cover: risk of electrical shock due to missing
touch protection!
Turn the measuring device off before removing internal covers.
• Only open the housing for a brief period. Avoid the penetration of foreign bodies, moisture
or contaminants.
• Replace defect seals only with original seals from Endress+Hauser.
• If threads are damaged or defective, the measuring device must be repaired.
• Threads (e.g. of the electronics compartment cover and connection compartment cover)
must be lubricated if an abrasion-proof dry lubricant is not available. Use acid-free, non-
hardening lubricant.
• If, during modification, spacing is reduced or the dielectric strength of the measuring device
cannot be guaranteed, perform a test on completion of the work (e.g. high-voltage test in
accordance with the manufacturer's instructions).
• Service plug:
– Do not connect in explosive atmospheres.
– Only connect to Endress+Hauser service devices.
• Observe the instructions for transporting and returning the device outlined in the Operating
Instructions.
If you have any questions, please contact your Endress+Hauser service organization.
6 Symbols used
6.1 Symbols for certain types of information
Symbol Meaning
Permitted
Procedures, processes or actions that are permitted.
Forbidden
Procedures, processes or actions that are forbidden.
Tip
Indicates additional information.
1.
,
2.
,
3.
… Series of steps

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7 Tools list
3 mm T20 Crimping tool
8 Promag, Promass 300, 500, 500–digital
8.1 Activating application packages / switching the I/O function
Note for E+H service technicians:
Log onto the device with the customer password via the "Maintenance" access level.
8.1.1 Entering the software license code: via the local display
Navigation: in the display menu, select:
1
Activate application packages:
1. Unlock the keypad (2 sec)
2. Main menu → Display language: select the language
3. Main menu → Expert → Entry code factory setting → 0000 or enter the entry code defined
by the customer ( do not enter the service code)
4. Expert → System → Administration → Activate software option: enter software license code
(appl. package code)
5. Main menu → Expert → System → Administration → Software option overview: the
activated software options are displayed
Switch the I/O functionality, activate I/O hardware:
1. Unlock the keypad (2 sec)

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2. Main menu → Display language: select the language
3. Main menu → Expert → Entry code factory setting → 0000 or enter the entry code defined
by the customer ( do not enter the service code)
4. Main menu → Expert → I/O configuration → alteration code: enter software license code
(I/O alteration code)
Check the data on the wired-on tag plate:
Wired-on tag plate for DK5009, DK50011, DK8009, DK80011:
• Serial number of device
• New order code
• Software license code to be entered (appl. package code)
Wired-on tag plate for DKZ004:
• Serial number of device
• Modification kit serial number
• Device modified with
• New order code
• Software license code to be entered (I/O alteration code)
• Configuration
• Connection data
Fitting the wired-on tag plate (DK5009, DK50011, DK5009, DK50011, DKZ004):
1 →

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2
Fit the adhesive label (DKZ004):
Replace the adhesive label with the new terminal designation in the connection compartment.
Fit the nameplate:
Fit the nameplate (optional) according to the existing device labeling (see also Section 3
→  5 Authorized personnel).
Following modification, back up the data in the device memory or via Web server/
Fieldcare.

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8.1.2 Entering the software license code: via Web server
Activate application packages:
Open the Web server:
1. Select the language
Log into the Web server:
2. Web server language: select the language
3. Login → Access authorization → Maintenance → Enter activation code: entry code factory
setting = 0000 or enter the entry code defined by the customer ( do not enter the service
code). Ask the customer if you do not know the entry code. The new code can only be entered
in the "Maintenance" user role.
4. Menu! menu bar
5. Main menu
6. Expert
7. System
8. Administration
9. Activate the software option: enter the software license code (appl. package code)
10. Click "OK" to confirm the software license code
11. Software option overview →: the activated software option(s) is/are displayed
Switch the I/O functionality, activate I/O hardware:
Open the Web server:
1. Select the language
Log into the Web server:
2. Web server language: select the language
3. Login → Access authorization → Maintenance → Enter activation code: entry code factory
setting = 0000 or enter the entry code defined by the customer ( do not enter the service
code). Ask the customer if you do not know the entry code. The new code can only be entered
in the "Maintenance" user role.
4. Menu! menu bar
5. Main menu
6. Expert
7. I/O configuration
8. Alteration code: enter the software license code (I/O alteration code)
9. Click "OK" to confirm the software license code
Check the data on the wired-on tag plate:
Wired-on tag plate for DK5009, DK50011, DK8009, DK80011:

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• Serial number of device
• New order code
• Software license code to be entered (appl. package code)
Wired-on tag plate for DKZ004:
• Serial number of device
• Modification kit serial number
• Device modified with
• New order code
• Software license code to be entered (I/O alteration code)
• Configuration
• Connection data
Fitting the wired-on tag plate (DK5009, DK50011, DK5009, DK50011, DKZ004):
1 →
2
Fit the adhesive label (DKZ004):
Replace the adhesive label with the new terminal designation in the connection compartment.

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Fit the nameplate:
Fit the nameplate (optional) according to the existing device labeling (see also Section 3
→  5 Authorized personnel).
Following modification, back up the data in the device memory or via Web server/
Fieldcare.

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8.1.3 Entering the software license code: via FieldCare
Open FieldCare:
1. Open the connection wizard
2. Open the communication protocol, select "Service"
3. Select the communication DTM, open "CDI Communication TCP/IP"
4. Check the interface settings (IP address)
5. Open the "Expert" directory
6. Navigation:
• Open the "Expert" directory
• Open the "System" directory
• Open the "Administration" directory
• In the "Activate SW option" subdirectory, enter the SW license code (appl. package code) and
press Enter to confirm
7. Check the activated software option(s) that are displayed in the "Software option overview"
subdirectory
8. Activate the device either using the factory code ("0000") or the entry code defined by the
customer ( do not enter the service code). Ask the customer if you do not know the entry
code. The new code can only be entered in the "Maintenance" user role.
Switch the I/O functionality, activate I/O hardware:
Open FieldCare:
1. Open the connection wizard
2. Open the communication protocol, select "Service"
3. Select the communication DTM, open "CDI Communication TCP/IP"
4. Check the interface settings (IP address)
5. Open the "Expert" directory
6. Navigation:
• Open the "Expert" directory
• Open the "I/O configuration" directory
• In the "Alteration code" subdirectory, enter the SW license code (I/O alteration code) and
press Enter to confirm
7. Check that the new I/O function(s) is/are displayed in the subdirectory "I/O module" 2/3/4
Check the data on the wired-on tag plate:
Wired-on tag plate for DK5009, DK50011, DK8009, DK80011:
• Serial number of device
• New order code
• Software license code to be entered (appl. package code)

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Wired-on tag plate for DKZ004:
• Serial number of device
• Modification kit serial number
• Device modified with
• New order code
• Software license code to be entered (I/O alteration code)
• Configuration
• Connection data
Fitting the wired-on tag plate (DK5009, DK50011, DK5009, DK50011, DKZ004):
1 →
2
Fit the adhesive label (DKZ004):
Replace the adhesive label with the new terminal designation in the connection compartment.
Fit the nameplate:
Fit the nameplate (optional) according to the existing device labeling (see also Section 3
→  5 Authorized personnel).
Following modification, back up the data in the device memory or via Web server/
Fieldcare.

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8.2 Modifications to the product roots and extended order codes in
the CER database on ENGINE
For customers:
To ensure the device data are updated correctly in the Common Equipment Record
(database), please contact the Endress+Hauser service organization. Contact data
available at:
Link: http://www.addresses.endress.com
For service technicians only:
Obligatory instruction
Technical changes such as upgrades, changes to configurations at inputs and outputs or
modifications to Endress+Hauser flowmeters necessitate the modification of the product root
(e.g. 5W4B => 5W4C) and/or the extended order code or the order code of the affected
device. Changes of this kind therefore necessitate new nameplates that correctly display each
technical change to the specified device data. In addition, the service organization responsible
for implementing technical changes to devices must ensure that the changed device data are
modified accordingly in the Endress+Hauser CER database.
This modification is absolutely essential in ensuring that the correct device data are displayed
in the CER database on ENGINE. Future deliveries of spare parts, as well as follow-up orders
for new devices using modified order structures, are guaranteed to be correct.
The following options are available:
1. Modify the product root and/or extended order code directly in the CER database on
ENGINE. This must be carried out by a person from the service organization (SC) in question.
Administrator rights are required for this. For additional information about CER admin users,
please use the following link to clue.endress.com:
Link: http://clue.endress.com/display/wamwiki/CER+Admins
If you do not have administrator rights, please use the following link to clue.endress.com in
order to receive CER training. Once you have completed this training program, you will be
assigned admin status.
Link: http://clue.endress.com/display/wamwiki/CER+admin+functions

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9 Promag, Promass 300, 500
9.1 Differentiating between the I/O hardware
4-20mA, puls./
freq./switch output
A
Configurable I/O
A
Relay
A
A = Insertion direction

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9.2 Upgrading with additional I/O hardware
LCAUTION
The measuring device is energized!
Risk of fatal injury from electric shock.
‣Open the measuring device only when the device is deenergized.
The following information is absolutely essential before upgrading with additional I/O
hardware:
• The assignment of the I/O hardware to the slots is known. →  5
• It is possible to correctly distinguish between the I/O hardware. →  17
1 → 2 → 3 →
3 mm
1.
2.5 Nm (1.8 lbf ft)
2.
3.
ö
f
f
n
e
n
a
r
e
N
i
c
ht
u
n
t
e
r
2.
T20
1.
3.
Nicht unter
Spannung öffnen
Do not open when
energized
Ne pas ouvrir
sous tension
Power
I/O
Power
4 →
2. 1.
5
I/O 3
I/O 2

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9.3 Assembling the transmitter
Reassembly is carried out in reverse order.
9.3.1 Check the data on the wired-on tag plate:
Wired-on tag plate for DK5009, DK50011, DK8009, DK80011:
• Serial number of device
• New order code
• Software license code to be entered (appl. package code)
Wired-on tag plate for DKZ004:
• Serial number of device
• Modification kit serial number
• Device modified with
• New order code
• Software license code to be entered (I/O alteration code)
• Configuration
• Connection data
9.3.2 Fitting the wired-on tag plate (DK5009, DK50011, DK5009, DK50011,
DKZ004):
1
9.3.3 Fit the adhesive label (DKZ004):
Replace the adhesive label with the new terminal designation in the connection compartment.
9.3.4 Fit the nameplate:
Fit the nameplate (optional) according to the existing device labeling (see also Section 3
→  5 Authorized personnel).
Following modification, back up the data in the device memory or via Web server/
Fieldcare.

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9.3.5 Activating the new I/O hardware using the software license code (I/O
alteration code)
Proceed as described in Section 7.1 →  8