rotork Insight 2 User manual

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1.0 INTRODUCTION..........................................................................................................................................7
1.1INSTALLING INSIGHT 2..................................................................................................................................7
1.2UNINSTALLING INSIGHT2..............................................................................................................................7
1.3UPDATING INSIGHT 2...................................................................................................................................7
2.0 LOGGING IN...............................................................................................................................................8
2.1LOGINSCREEN............................................................................................................................................8
2.2USER LEVELS..............................................................................................................................................8
2.2.1Viewer.............................................................................................................................................8
2.2.2 User................................................................................................................................................9
2.2.3 Service_Engineer.............................................................................................................................9
2.2.4 Administrator..................................................................................................................................9
3.0 HOME SCREEN .........................................................................................................................................10
3.1LAYOUT ..................................................................................................................................................11
3.2MENU BAR..............................................................................................................................................12
3.2.1 File................................................................................................................................................12
3.2.2 Connection....................................................................................................................................15
3.2.3 Security.........................................................................................................................................15
3.2.4 Tools.............................................................................................................................................16
3.2.5 Help ..............................................................................................................................................17
3.3ICON BAR................................................................................................................................................18
3.3.1 Open Configuration.......................................................................................................................18
3.3.2 SaveAs..........................................................................................................................................18
3.3.3 Save..............................................................................................................................................18
3.3.4 Print..............................................................................................................................................18
3.3.5. Send Configuration.......................................................................................................................18
3.3.6 Read Configuration........................................................................................................................18
3.3.7 Discard..........................................................................................................................................18
3.4SIDE PANEL..............................................................................................................................................19
3.4.1 Offline...........................................................................................................................................19
3.4.2 Bluetooth......................................................................................................................................19
3.5RANGE PANEL ..........................................................................................................................................20
3.6PRESENTATION WINDOW............................................................................................................................21
3.7STATUS BAR.............................................................................................................................................21
3.7.1 Connection Status..........................................................................................................................21
3.7.2 Actuator Login Level......................................................................................................................21
3.7.3 Insight 2LoginLevel ......................................................................................................................21
4.0 CONNECTING AND DISCONNECTING DEVICES..........................................................................................22
4.1SEARCHING FOR DEVICES.............................................................................................................................22
4.2CONNECTING TO AN ACTUATOR ....................................................................................................................23
4.3CONNECTING TO A BLUETOOTH SETTING TOOL .................................................................................................23
4.4DISCONNECTING FROM DEVICES....................................................................................................................23
5. CVA............................................................................................................................................................24
5.1CVQ/CVLDEVICE INFORMATION .................................................................................................................25
5.1.1 Valve Tag......................................................................................................................................25
5.1.2 CVA/CVQType...............................................................................................................................25
5.1.3 CVA Main PCB SoftwareVersion....................................................................................................25
5.1.4 Manufacturing Data......................................................................................................................25
5.1.5 ServiceNotes.................................................................................................................................25
5.1.6 DateofManufacture.....................................................................................................................25
5.1.7 CVA Hardware...............................................................................................................................25

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5.1.8 Main Controller Serial No...............................................................................................................25
5.1.9 UPS Controller Serial No.................................................................................................................25
5.1.10 Position Sensor Serial No..............................................................................................................25
5.1.11 Motor SensorSerial No................................................................................................................25
5.1.12 Force Sensor Serial No. ................................................................................................................26
5.1.13 User Interface Serial No...............................................................................................................26
5.2ACTUATOR CONFIGURATION -CVAVALVE SETUP .............................................................................................26
5.2.1 Valve Action Settings.....................................................................................................................26
5.2.2 MOVTag........................................................................................................................................26
5.2.3 Valve Action Settings.....................................................................................................................26
5.2.4 Input /OutputSetup......................................................................................................................27
5.3ADVANCED SETTINGS 1...............................................................................................................................27
5.3.1 Tight Shut Off................................................................................................................................27
5.3.2 Obstruction Action Active..............................................................................................................27
5.3.3 Obstruction Values Setup...............................................................................................................28
5.3.4 Manual Test Knob Setup................................................................................................................28
5.4ADVANCED SETTINGS 2...............................................................................................................................28
5.4.1 Travel Alarm Thresholds................................................................................................................28
5.4.2 Bumpless TransferSetup................................................................................................................28
5.5UPSCONFIGURATION AND STATUS ...............................................................................................................29
5.5.1 UPSConfiguration .........................................................................................................................29
5.5.2 UPSStatus Information..................................................................................................................30
5.6CVASTATUS............................................................................................................................................30
5.6.1 Actuator Position (%).....................................................................................................................30
5.6.2 Actuator Torque (%) ......................................................................................................................30
5.6.3 AnalogueDemandInput(mA)........................................................................................................30
5.6.4 Analogue Position Feedback (mA)..................................................................................................30
5.6.5 ESDInput Status............................................................................................................................30
5.7CVAMAIN DATALOGGER............................................................................................................................31
5.7.1 EventLogger .................................................................................................................................31
5.7.2 CVA Dwell Log...............................................................................................................................34
5.7.3 CVA TorqueLogs............................................................................................................................34
5.7.4 CVAMovement Log.......................................................................................................................35
6.0 IQ3 SETTINGS...........................................................................................................................................36
6.1ACTUATOR INFORMATION ...........................................................................................................................38
6.1.1 Actuator User Information.............................................................................................................38
6.1.2 Actuator Serial Numbers................................................................................................................38
6.1.3 Actuator Manufacturing Information.............................................................................................39
6.2ACTUATOR NAME PLATE.............................................................................................................................40
6.2.1 Actuator NamePlate Info..............................................................................................................40
6.2.2 Valve Manufacturing Information..................................................................................................41
6.2.3 Gearbox Manufacturing Information .............................................................................................42
6.3ACTUATOR SETTINGS..................................................................................................................................43
6.3.1 Basic Settings................................................................................................................................43
6.3.2 ESDConfiguration..........................................................................................................................44
6.3.3REMOTE CONFIGURATION ........................................................................................................................45
6.3.4 Local Configuration........................................................................................................................45
6.3.5 Special Mode Configuration...........................................................................................................46
6.4TORQUE SETTINGS.....................................................................................................................................47
6.4.1 CurrentTorqueReadings...............................................................................................................47
6.4.2 Actuator Torque Settings...............................................................................................................47
6.4.3 Torque Advanced Settings..............................................................................................................47
6.4.4 TorqueProfileSettings...................................................................................................................48
6.5POWER SETTINGS......................................................................................................................................48
6.5.1 Power Type....................................................................................................................................48
6.6DIGITAL INPUTSETTINGS.............................................................................................................................49

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6.6.1 DI Function....................................................................................................................................49
6.6.2 DI Input Type.................................................................................................................................49
6.7PARTIAL STROKE SETTINGS...........................................................................................................................50
6.7.1 Partial Stroke Enable.....................................................................................................................50
6.7.2 Partial Stroke Initial Position..........................................................................................................50
6.7.3 Partial Stroke Position (%)..............................................................................................................50
6.7.4 Partial Stroke Time to Position (sec)...............................................................................................50
6.7.5 PartialStroke Time to Limit (sec)....................................................................................................50
6.8RELAYSETTINGS........................................................................................................................................51
6.8.1 MonitorRelay Function..................................................................................................................51
6.8.2 Relay Settings................................................................................................................................52
6.9OPTION CONTROL .....................................................................................................................................53
6.9.1 Option Source Selection.................................................................................................................53
6.9.2 Auxiliary MaskConfiguration.........................................................................................................54
6.9.3 Option 1-4Configuration...............................................................................................................54
6.10CONTROL SETTINGS .................................................................................................................................55
6.10.1 Position Settings..........................................................................................................................55
6.10.2 Interrupter Timer.........................................................................................................................56
6.11UISETTINGS ..........................................................................................................................................57
6.11.1 Indication Configuration..............................................................................................................57
6.11.2 Communication Configuration.....................................................................................................58
6.12LANGUAGE SETTINGS................................................................................................................................58
6.12.1 Display Language........................................................................................................................58
6.12.2 Language Option Details..............................................................................................................59
6.13NAMUR SETTINGS ...................................................................................................................................59
6.13.1 NamurStatus..............................................................................................................................59
6.13.2 Namur Mask Settings (All groups)................................................................................................60
6.14ANALOGUE CONTROL/CPT/CTT/AIOOPTION...............................................................................................60
6.15EXTRA RELAYS S5-S8...............................................................................................................................60
7.0 IQ3 DATA LOGGER....................................................................................................................................61
7.1EVENTLOGGER .........................................................................................................................................62
7.1.1 TimeLine.......................................................................................................................................62
7.1.2 Trace View.....................................................................................................................................63
7.1.3 List View........................................................................................................................................64
7.2TORQUE PROFILE ......................................................................................................................................65
7.3TORQUE LIMIT PROFILES .............................................................................................................................65
7.4TORQUE REFERENCE PROFILE .......................................................................................................................66
7.5TORQUE REFERENCE LIMIT PROFILES..............................................................................................................67
7.6STARTS LOG.............................................................................................................................................68
7.7MOVEMENT LOG ......................................................................................................................................69
7.8CURRENT PARTIAL STROKE PROFILE ...............................................................................................................70
7.9VIBRATION TREND LOG...............................................................................................................................71
7.10BATTERY VOLTAGE AND TEMPERATURE TREND LOG .........................................................................................72
7.10.1 Battery Voltage Trend..................................................................................................................72
7.10.2 Temperature Trend......................................................................................................................72
7.11MOTOR STARTS AND OUTPUT TURNS TREND LOG ...........................................................................................73
7.12MISCELLANEOUS DATALOG DATA................................................................................................................74
7.12.1 Motor Related Data.....................................................................................................................74
1.12.2 Power Related Data.....................................................................................................................74
1.12.3 Limit Related Data.......................................................................................................................75
1.12.4 Environmental Related Data........................................................................................................75
8.0 EH PRO AND SI PRO SCREENS...................................................................................................................76
8.1BASIC SETTINGS ........................................................................................................................................78
8.1.1 Valve Tag......................................................................................................................................78
8.1.2 Close Action...................................................................................................................................78

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8.1.3 Open Action...................................................................................................................................78
8.1.4 Close Pressure (Limit) (%)...............................................................................................................78
8.1.5 Close Pressure (Mid) (%)................................................................................................................78
8.1.6 Open Pressure (Limit) (%)...............................................................................................................78
8.1.7 Open Pressure (Mid) (%)................................................................................................................78
8.1.8 Closed Limit...................................................................................................................................78
8.1.0 Open Limit.....................................................................................................................................78
8.2CONTACT RELAYS ......................................................................................................................................79
8.2.1 Contact– Function.........................................................................................................................79
8.2.2 Contact– Value.............................................................................................................................79
8.2.3 Contact– Form..............................................................................................................................79
8.3GENERAL SETTINGS....................................................................................................................................80
8.3.1 Remote Select................................................................................................................................80
8.3.2 Configure Local Controls................................................................................................................80
8.3.3 Low Power Mode...........................................................................................................................80
8.3.4 Closed LED Colour..........................................................................................................................80
8.4DIGITAL CONTROL .....................................................................................................................................81
8.4.1 Remote Priority .............................................................................................................................81
8.4.2 Hold Position.................................................................................................................................81
8.4.3 Position Hysteresis.........................................................................................................................81
8.4.4 OverPressure Hysteresis................................................................................................................81
8.4.5 Under Pressure Hysteresis..............................................................................................................81
8.5ESD/PARTIAL STROKE................................................................................................................................82
8.5.1 ESD...............................................................................................................................................82
8.5.2 Partial Stroke.................................................................................................................................83
8.5.3 Reference Partial StrokeTest Recorded Values...............................................................................83
8.6ANALOGUE CONTROL.................................................................................................................................84
8.6.1 Analogue Control...........................................................................................................................84
8.6.2 Flow Characterisation....................................................................................................................85
8.7INTERRUPTER TIMER ..................................................................................................................................86
8.7.1 Interrupter Timer...........................................................................................................................86
8.7.2 Interrupter Timer Direction............................................................................................................86
8.7.3 Interrupter Timer Start (%).............................................................................................................86
8.7.4 Interrupter Timer Stop(%).............................................................................................................86
8.7.5 Interrupter TimerInterval..............................................................................................................86
8.7.6 Interrupter Timer On Time.............................................................................................................86
8.7.7 Interrupter Timer Off Time.............................................................................................................86
8.7.8 Interrupter Timer withESD Enabled...............................................................................................86
8.8ACTUATOR STATISTICS................................................................................................................................87
8.8.1 Number of Times Open Limit Reached............................................................................................87
8.8.2 Number of Times Close LimitReached............................................................................................87
8.8.3 Time Spent Moving Open (sec).......................................................................................................87
8.8.4 Time Spent Moving Closed (sec).....................................................................................................87
8.8.5 Numberof ESD Events...................................................................................................................87
8.8.6 Numberof Motor Starts.................................................................................................................87
8.8.7 Number of Accumulator Recharges................................................................................................87
9.0 BLUETOOTH SETTING TOOL SCREENS.......................................................................................................88
9.1BTSTINFORMATION..................................................................................................................................88
9.1.1 Firmware Version..........................................................................................................................88
9.1.2 BatteryStatus(mV).......................................................................................................................88
9.1.3 Numberof Files.............................................................................................................................88
9.1.4 Free Space on the BTST (Bytes) ......................................................................................................88
9.1.5 Flash Memory sizeon BTST (Bytes).................................................................................................88
9.2CVA......................................................................................................................................................88
9.3IQ2.......................................................................................................................................................89
9.4EHP......................................................................................................................................................89

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9.5IQ3.......................................................................................................................................................89
9.6SIP........................................................................................................................................................89
9.7MISSIONS................................................................................................................................................89
9.7.1 Create Missions.............................................................................................................................89
9.7.2 Custom Mission.............................................................................................................................92
9.7.3 Review/Edit Mission......................................................................................................................93
9.7.4 DeleteMission...............................................................................................................................93
9.7.5 Delete All Missions.........................................................................................................................93
9.7.6 Format BST....................................................................................................................................94

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1.0 Introduction
1.1 Installing Insight 2
1.2 Uninstalling Insight 2
1.3 Updating Insight 2
1.1 Installing Insight 2
The Insight 2 program canbe downloaded from the Insight 2 download page on:
www.rotork.com/en/support/index/downloads
You will be required to Log in with your Rotork Internet Portal Account to access this page.
(To register for a free Rotork Internet Portal Account click register and fill out the application form)
On the IQ Insight 2 download page you can view information aboutthe software and the minimum
PC operating requirements. It is worth noting down the program access passwords for future use.
When you are satisfied that your machine is compatible with Insight 2, click Download IQ-Insight 2
Software for PC. This will begin the software package download for the latest version of Insight 2.
Once the download is complete, extract the install package to a user specified save location. Open
the Setup.exe file to load the installation wizard and begin the program install process. Follow the
on-screen prompts to install Insight 2.
1.2 Uninstalling Insight 2
To uninstall Insight 2 use the Uninstall Insight 2 start menu shortcut or proceed through the standard
Windows software management feature. This can be found within the control panel.
For XP users use the “Add/Remove Programs” feature.
For Vista and 7 usersuse the “Uninstall a program”
feature.
Select Insight 2 from the program list and select uninstall. Follow the onscreen wizard to complete
the removal of Insight 2.
1.3 Updating Insight 2
Insight 2 will be updated periodically to add new features and increased compatibility with new
Rotork actuators. To update your copy of Insight 2 please follow instructions detailed on the
download page of the Rotork website www.rotork.com/en/support/index/downloads.

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2.0 Logging In
2.1 Login Screen
2.2 User Levels
2.2.1 Viewer
2.2.2 User
2.2.3 Service Engineer
2.2.4 Administrator
2.1 Login Screen
Below is the login screen forInsight 2.
This screen provides the user with four access levels on a drop down menu that require the
corresponding passwords to beentered. The check box in the bottom left allows Insight 2 to
remember your login details for easy access to the program in the future.
2.2 User Levels
The Privilege Level drop down menu presents 4 selections.
This selection will determine the available access levels visible when connecting to a Rotork
Bluetooth device.
2.2.1 Viewer
As a Viewer you can connect to any Bluetooth equipped Rotork device. These include: IQ3, CVA, EH
Pro, SI Pro and Rotork Bluetooth Setting Tool Pro. Viewer level prevents operators from modifying
the settings of an actuator.
Default Insight 2 Viewer Password: ROTORK

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2.2.2 User
As a User you can perform all the tasks of a Viewer with the ability to modify setting values. An
actuator User login allows you to change some settings within the actuators configuration.
Default Insight 2 User Password: ROTORK
2.2.3 Service Engineer
This login is reserved for the use of Rotork Service Engineers.
2.2.4 Administrator
This Login is reserved for the use of Rotork Engineers.

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3.0 Home Screen
3.1 Layout
3.2 Menu Bar
3.2.1 File
3.2.2 Connection
3.2.3 Security
3.2.4 Tools
3.2.5 Help
3.3 Icon Bar
3.3.1 Open Configuration
3.3.2 Save As
3.3.3 Save
3.3.4 Print
3.3.5 Send
3.3.6 Receive Configuration
3.3.7 Discard
3.4 Side Panel
3.4.1 Offline
3.4.2 Bluetooth
3.5 Range Panel
3.6 Presentation Window
3.7 Status Bar
3.7.1 Connection Status
3.7.2 Actuator Login level
3.7.3 Insight 2 Login Level