Endress+Hauser Field Xpert SFX100 User manual

F5
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Field Xpert
BA00060S/04/en/14.12
Version 1.07.xx/1.01.xx
71188608
Operating Instructions
Field Xpert SFX100
Device configurator

Field Xpert SFX100 Table of Contents
Endress+Hauser 1
Table of Contents
Table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Revision history . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Registered trademarks . . . . . . . . . . . . . . . . . . . . . . . 3
1 Safety . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.1 Designated use . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2 Commissioning and operation . . . . . . . . . . . . . . . . . 4
1.3 Operational safety . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.4 Declaration of conformity . . . . . . . . . . . . . . . . . . . . 4
1.5 Technical improvement . . . . . . . . . . . . . . . . . . . . . . 4
1.6 Conventions and icons . . . . . . . . . . . . . . . . . . . . . . 5
2 Identification . . . . . . . . . . . . . . . . . . . . 6
2.1 Unpacking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.1.1 Visual inspection . . . . . . . . . . . . . . . . . . . . . 6
2.1.2 Scope of delivery . . . . . . . . . . . . . . . . . . . . . 6
2.1.3 Storage and transport . . . . . . . . . . . . . . . . . . 6
2.2 Device name and serial number . . . . . . . . . . . . . . . . 7
3 Function and System Design . . . . . . . . 8
3.1 Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.2 Connecting to HART devices . . . . . . . . . . . . . . . . . . 9
3.2.1 VIATOR Bluetooth modem . . . . . . . . . . . . . 9
3.2.2 WiFi – HART point-to-point connection
via Fieldgate . . . . . . . . . . . . . . . . . . . . . . . 10
3.2.3 WiFi – HART multidrop connection
via Fieldgate . . . . . . . . . . . . . . . . . . . . . . . 10
3.2.4 WiFi – HART multiplexer connection
via Fieldgate . . . . . . . . . . . . . . . . . . . . . . . 11
3.3 Connecting to FOUNDATION fieldbus devices . . . 12
3.3.1 FFblue Bluetooth modem . . . . . . . . . . . . . 12
3.3.2 WiFi – FOUNDATION fieldbus
connection via gateway . . . . . . . . . . . . . . . 12
4 Operability . . . . . . . . . . . . . . . . . . . . 13
4.1 Field Xpert PDA . . . . . . . . . . . . . . . . . . . . . . . . . . 13
4.1.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 13
4.1.2 Charging the Field Xpert battery . . . . . . . . 14
4.1.3 Switching on and off . . . . . . . . . . . . . . . . . 14
4.1.4 Battery life . . . . . . . . . . . . . . . . . . . . . . . . 14
4.1.5 Long-term data storage . . . . . . . . . . . . . . . 15
4.1.6 Backlight for display . . . . . . . . . . . . . . . . . 15
4.1.7 Bluetooth transmission range . . . . . . . . . . . 15
4.1.8 USB interface box . . . . . . . . . . . . . . . . . . . 15
4.2 VIATOR Bluetooth modem . . . . . . . . . . . . . . . . . . 16
4.2.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.2.2 Batteries . . . . . . . . . . . . . . . . . . . . . . . . . . 17
4.2.3 On/off button . . . . . . . . . . . . . . . . . . . . . . 17
4.2.4 LED status (power indicator) . . . . . . . . . . . 17
4.2.5 Undervoltage lockout . . . . . . . . . . . . . . . . 17
4.2.6 Inactivity power off . . . . . . . . . . . . . . . . . . 17
4.3 Fieldgate FXA520 . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.3.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 18
4.3.2 Fieldgate Ports and IP addresses . . . . . . . . . 18
4.4 FFblue Bluetooth modem . . . . . . . . . . . . . . . . . . . . 19
4.4.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 19
4.4.2 Power/batteries . . . . . . . . . . . . . . . . . . . . . 20
4.4.3 LED status . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.5 SFC162 gateway . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.5.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.5.2 SFC162 IP address and operating mode . . . 21
5 Commissioning Field Xpert . . . . . . . 22
5.1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5.1.1 Connections . . . . . . . . . . . . . . . . . . . . . . . 22
5.1.2 Power up . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5.1.3 Connect to the modem . . . . . . . . . . . . . . . 23
5.1.4 Synchronize the DD library (DD updates) . . 24
5.1.5 Update your personal licence details . . . . . . 25
5.2 Installing and configuring a Bluetooth modem . . . . 26
5.2.1 Switch on Field Xpert Bluetooth . . . . . . . . . 26
5.2.2 Add a VIATOR Bluetooth modem (HART) . 27
5.2.3 Add a FFblue Bluetooth modem
(FOUNDATION fieldbus) . . . . . . . . . . . . . . 31
5.3 Installing and configuring a WiFi access point . . . . . 35
5.3.1 Connecting Field Xpert to the
WiFi access point . . . . . . . . . . . . . . . . . . . . 35
5.3.2 Adding a Fieldgate FXA520 for
HART communication . . . . . . . . . . . . . . . . 39
5.3.3 Adding a SFC162 gateway for
FOUNDATION fieldbus communication . . 43
5.4 Optimizing battery use . . . . . . . . . . . . . . . . . . . . . . 46
5.4.1 Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . 46
5.4.2 Power saving . . . . . . . . . . . . . . . . . . . . . . . 48
5.5 Paired devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
5.6 Additional Software . . . . . . . . . . . . . . . . . . . . . . . . 51
6 Operating Device Xpert . . . . . . . . . . 52
6.1 Connecting to a HART device . . . . . . . . . . . . . . . . 52
6.2 Connecting to a FOUNDATION fieldbus device . . . 54
6.2.1 Generate a live list . . . . . . . . . . . . . . . . . . . 54
6.2.2 Setting a tag and device address . . . . . . . . . 56
6.2.3 Setting a BOF Class . . . . . . . . . . . . . . . . . . 58
6.2.4 Generate a block and parameter list . . . . . . 59
6.2.5 Change the block target mode . . . . . . . . . . 60
6.2.6 Enable function block viewing . . . . . . . . . . 61
6.3 Parameterization of devices . . . . . . . . . . . . . . . . . . 63
6.3.1 Parameter folder tree . . . . . . . . . . . . . . . . . 63
6.3.2 Parameter folders . . . . . . . . . . . . . . . . . . . . 64
6.3.3 Device diagnosis . . . . . . . . . . . . . . . . . . . . 65
6.4 Envelope curve . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
6.5 Favorites folder . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
6.6 Upload/Compare function . . . . . . . . . . . . . . . . . . . 70
6.6.1 Upload . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
6.6.2 Compare . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Index Field Xpert SFX100
2Endress+Hauser
6.7 Device and Block Reports . . . . . . . . . . . . . . . . . . . 74
6.7.1 Create Device Report (Device Xpert HART) 74
6.7.2 Create Block Report (Device Xpert FF) . . . 75
6.7.3 View reports on PDA . . . . . . . . . . . . . . . . 76
6.7.4 Backup/Copy reports and images . . . . . . . 78
6.7.5 View report on PC/laptop . . . . . . . . . . . . 78
6.8 Additional functions . . . . . . . . . . . . . . . . . . . . . . . 79
6.8.1 Search function . . . . . . . . . . . . . . . . . . . . 79
6.8.2 Application help . . . . . . . . . . . . . . . . . . . . 81
6.8.3 Device information (HART) . . . . . . . . . . . 82
6.8.4 Device information and block properties
(FF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
6.8.5 Device Description information . . . . . . . . . 84
6.8.6 Generic DD . . . . . . . . . . . . . . . . . . . . . . . 84
6.9 Configuration menu . . . . . . . . . . . . . . . . . . . . . . . 85
6.9.1 Connection . . . . . . . . . . . . . . . . . . . . . . . 85
6.9.2 HTTP Proxy . . . . . . . . . . . . . . . . . . . . . . . 86
6.9.3 Device library . . . . . . . . . . . . . . . . . . . . . . 86
6.9.4 Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
6.9.5 Options . . . . . . . . . . . . . . . . . . . . . . . . . . 87
6.9.6 Modem . . . . . . . . . . . . . . . . . . . . . . . . . . 87
7 Troubleshooting . . . . . . . . . . . . . . . . 88
7.1 Field Xpert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
7.1.1 Soft Reset . . . . . . . . . . . . . . . . . . . . . . . . . 88
7.1.2 Hard Reset . . . . . . . . . . . . . . . . . . . . . . . . 89
7.1.3 Clean Reset . . . . . . . . . . . . . . . . . . . . . . . 90
7.1.4 Reinstalling Device Xpert . . . . . . . . . . . . . 91
7.2 Connection problems . . . . . . . . . . . . . . . . . . . . . . 97
7.3 Software problems . . . . . . . . . . . . . . . . . . . . . . . . 98
7.4 DD updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
8 Spare Parts and Accessories . . . . . . . 99
Index . . . . . . . . . . . . . . . . . . . . . . . . 100

Field Xpert
Endress+Hauser 3
Revision history
Registered trademarks
PROFIBUS®
Registered trademark of PROFIBUS user organization, Karlsruhe Germany
FOUNDATIONTM Fieldbus
Registered trademark of Fieldbus Foundation, Austin, TX 78759, USA
HART®
Registered trademark of HART Communication Foundation, Houston, USA
ActiveSync®, Microsoft®, Windows®, Windows Mobile®5.0, Windows 2000®, Windows XP®,
Windows Vista®, Windows 7®, Windows Explorer®, Internet Explorer® and the Microsoft logo are
registered trademarks of the Microsoft Corporation.
MACTek®
Registered trademark of the MACTek Corporation, Ohio, USA
VIATOR®
Registered trademark of the MACTek Corporation, Ohio, USA
Bluetooth®
Registered trademark of Bluetooth SIG, Inc, Washington, USA
Acrobat Reader®is a registered trademark of Adobe Systems Incorporated.
All other brand names and product names are trademarks or registered trademarks of the respective
companies and organizations.
Product
version
Manual Changes Comments
1.00.xx1) BA060S/04/en/01.08 Original
1.00.xx1) BA060S/04/en/01.09 General Updated, improved and restructured
1.01.xx1) BA060S/04/en/04.09 New function Special function: upload/download
1.01.xx1) BA060S/04/en/09.09 New function Special function: generic DD
1.06.xx1) BA060S/04/en/03.10 Download Download currently not supported
1.06.xx1)
1.00.xx2)
BA00060S/04/en/13.11 General New manual structure with additional descriptions
of Field Xpert and Device Xpert functions
Renumbered according to new corporate rules
HART FXA520 architecture added
FOUNDATION fieldbus FOUNDATION fieldbus added
1.07.xx1)
1.01.xx2)
BA00060S/04/en/14.12 General Alignment of HART and FOUNDATION fieldbus
GUIs with new user promps to simplify use
1) Device Xpert HART, 2) Device Xpert FOUNDATION fieldbus

1Safety Field Xpert
4Endress+Hauser
1Safety
1.1 Designated use
Field Xpert is an industrial PDA with integrated 3.5" touchscreen based on Windows Mobile. It
offers wireless communication via Bluetooth or WiFi interfaces. The Bluetooth interface can be used
in combination with a HART or FOUNDATION fieldbus modem to connect directly to HART or
FOUNDATION fieldbus H1 devices. The WiFi interface can be used to connect with HART or
FOUNDATION fieldbus devices via a gateway, e.g. Endress+Hauser Fieldgate FXA520 for HART or
SFC162 gateway for FOUNDATION fieldbus. Field Xpert also works as a stand-alone device for
asset management applications. It may be used only for the purposes described in these Operating
Instructions and only in conjunction with third-party devices and components recommended or
approved by Endress+Hauser.
1.2 Commissioning and operation
To ensure that the product operates correctly and safely, Field Xpert must be transported, stored,
connected, operated and maintained in accordance with the instructions in this manual. Personnel
must be authorized and have the necessary qualifications.
1.3 Operational safety
Operating environment Field Xpert meets the requirements of the EU guidelines for the various operating environments in
which it is designed to operate. The permitted operating conditions must be observed, see also Field
Xpert CD-ROM (folder Documentation\Field Xpert\Safety Instructions)
Hazardous areas • The non-Ex version of Field Xpert may not be operated in explosion hazardous areas
• The Ex version (ATEX) of Field Xpert may be operated hazardous areas, Zone 1
• The VIATOR Bluetooth modem is ATEX, FM and IS certified and may be operated hazardous
areas, Zone 1
• The Softing FFblue Bluetooth modem is ATEX certified and may be operated hazardous areas,
Zone 1
• Once a modem has been used in a non-Ex installation, it should never be used in an
Ex installation, as there is a danger that the protective circuits have been inadvertently
overloaded and no longer function correctly.
Repair Do not open the Field Xpert housing. It does not contain any parts which the user needs to service
or repair. In the event of a fault or defect, please return the Field Xpert to Endress+Hauser. Opening
the Field Xpert invalidates the guarantee and Ex approval. The VIATOR Bluetooth and FFblue
modem may be opened in order to replace the batteries, as described in this manual.
1.4 Declaration of conformity
A CE declaration of conformity has been issued for the Ex and non-Ex versions. The relevant
documents can be found here:
Field Xpert CD-ROM (folder: Documentation\Field Xpert\Confirmations)
1.5 Technical improvement
Endress+Hauser reserves the right to make technical improvements hardware and software at any
time and without prior notification. If such improvements do not affect the operation of the device,
they are not documented. If the improvements affect operation, a new version of the Operating
Instructions will be issued.

Field Xpert 1Safety
Endress+Hauser 5
1.6 Conventions and icons
In order to highlight safety relevant or alternative operating procedures in the manual, the following
conventions have been used, each indicated by a corresponding icon in the margin.
Safety conventions
Explosion protection
Electrical symbols
Icon Meaning
DANGER!
This symbol alerts you to a dangerous situation. Failure to avoid this situation will result in
serious or fatal injury.
WARNING!
This symbol alerts you to a dangerous situation. Failure to avoid this situation can result in
serious or fatal injury.
CAUTION!
This symbol alerts you to a dangerous situation. Failure to avoid this situation can result in minor
or medium injury.
NOTE!
This symbol contains information on procedures and other facts which do not result in personal
injury.
Symbol Meaning
Explosion-proof equipment which has undergone type examination
If this symbol is on the nameplate of the device, the device can be installed in accordance with the approval
in a hazardous or non-hazardous area.
Hazardous areas
This symbol is used in the drawings in these Operating Instructions to indicate a hazardous area.
– Devices located in hazardous areas or the wiring for such devices must have the relevant explosion pro-
tection.
Safe area (non-hazardous area)
This symbol is used in the drawings in these Operating Instructions to indicate a non-hazardous area.
– Devices located in non-hazardous areas must also be certified if connecting cables enter the hazardous
area.
Symbol Meaning
DC
A terminal at which DC is present or through which DC flows.
AC
A terminal at which (sine-wave) AC is present or through which AC flows.
Ground connection
A grounded terminal which, from the user's point of view, is already grounded by means of a grounding sys-
tem.
Protective ground connection
A terminal which must be grounded before making any other connections can be made.
Equipotential connection
A connection which must be connected to the grounding system of the plant. This may be, for example, an
equipotential line or star grounding system, depending on national or company procedures.

2 Identification Field Xpert
6Endress+Hauser
2 Identification
2.1 Unpacking
2.1.1 Visual inspection
When unpacking:
• Check the packaging for visible damage arising from transportation.
• To avoid damage, remove the packaging with care.
• Retain the original packaging in case the Field Xpert needs to be transported again.
• Retain the accompanying documents also.
If you find that the contents are damaged, do not put the device into operation. In this case, please
contact your Endress+Hauser Sales Center. Return the device to us, if possible in the original
packaging.
2.1.2 Scope of delivery
Before commencing commissioning, please check that the delivery is complete and undamaged.
The delivery comprises:
• Field Xpert PDA including Device Xpert software of choice
• Power unit (charger) LG x10
• Two stylus pens (on back of Field Xpert)
• Operating Instructions including Getting Started and safety instructions
• Field Xpert CD-ROM incl. application software and documentation
Optional:
• VIATOR Bluetooth modem for use with HART field devices including 3 x AAA alkaline batteries
and documentation
• FFblue Bluetooth modem for use with FOUNDATION fieldbus devices including 2x AA
alkaline batteries
and documentation
• USB x11 interface kit (one box, two cables)
• Leather case with strap and one stylus pen
• Docking station
2.1.3 Storage and transport
Although Field Xpert is of robust construction, some of its components can be sensitive to strong
vibrations and shocks. For this reason, the Field Xpert must be protected against excessive
mechanical loads of this kind.

Field Xpert 2 Identification
Endress+Hauser 7
2.2 Device name and serial number
The Endress+Hauser device name (Field Xpert) and serial number are to be found on the nameplate,
which is attached to the rear of the housing.
The device type can be derived from the product code as follows:
SFX100 Field Xpert
Approval
A
B
X
Y
Non-hazardous area
ATEX Zone 1/21
Without PDA
Special version, to be specified
Application Software
A1
A2
A3
XX
Device Xpert HART
Device Xpert FF
Device Xpert HART + FF
Not used
Communication Interface
F1
HF
H1
XX
FFblue - Bluetooth Interface for FF protocol
VIATOR + FFblue - Bluetooth Interface for HART and FF protocol
VIATOR - Bluetooth Interface for HART protocol
not used
Device Xpert and Operating System Language
1
2
English
German
Software Update Service
A
X
Selected: Device Xpert Software Update Service SFX101
see Chapter 7.4
not used
USB Data Transmission Set
A
X
Selected (if no IR available)
not used
Leather Carry Case
A
X
Selected
not used
SFX100-
PDA
manufacturer Endress+Hauser
Serial number
Endress+Hauser
Device name
Information on
Ex rating
PDA
manufacturer’s
serial number

3 Function and System Design Field Xpert
8Endress+Hauser
3 Function and System Design
3.1 Function
Field Xpert from Endress+Hauser is a high-performance industrial PDA based on Windows Mobile,
with compact external dimensions, an integrated WLAN, USB, Bluetooth and infrared connection.
This allows it to be connected to HART and/or FOUNDATION fieldbus devices via a modem or
gateway. With a range of Ex approvals, Field Xpert meets the needs and requirements of the process
industry for applications inside and outside hazardous areas.
Once the Field Xpert hardware and the Device Expert software are communicating with a device,
it can be parameterized. Depending upon the system architecture, only one device may be seen, e.g.
in HART point-to-point or all the devices connected to the segment, e.g. in FOUNDATION fieldbus
applications.
Fig. 3-1: Device Xpert FOUNDATION fieldbus start page and live list of connected devices
Other functions Other functions, described in more detail in Chapter 6 are:
• Device Description (DD) updates
• Envelope curve
• Favorites folder
• Search function
• Device diagnosis
• Upload/Compare function
• Device Report (XML)
• Application help
• Generic DD