Basic steps for getting your Standalone DeltaV PK controller configured

The following procedure outlines the basic steps needed to get your DeltaV PK controller configured.

  1. Install the Engineering Station's software.
    1. Note

      These steps apply to a physical or virtual Engineering Station.

      Install your Engineering Station from the DeltaV PK DVD (or ISO file). You must be an administrator on the computer to install the software.
    2. Browse to the Autorun folder and double click the Autorun.exe file.

      The installation runs as a wizard.

    3. Select options as appropriate to your installation.

      The installation copies files to your hard drive, creates user accounts and modifies system settings.

      The system will reboot and restart more than once during this process. Each time, log on as the same administrator user.

    4. At the final login (after logging into Windows), you are prompted to log into the DeltaV desktop. Use the same administrator account to do this.

      You will need to set up additional DeltaV accounts in DeltaV User Manager. For example, create any operator accounts that will be logging into the DeltaV local HMI station.

  2. Attach the system key, Basic (BM) or Professional (PM), to the Engineering Station.

    If using a virtual machine, you must share the host's USB port with the virtual machine. This is done in the virtual machine's settings.

  3. Using DeltaV Explorer on the Engineering Station, download the Engineering Station.
    Note

    The Basic license does not allow for the Event Chronicle or the Sequence of Events (SOE) Collector on the Engineering Station. Therefore, you must disable the Engineering Station's Alarms and Events subsystem before you can download the Engineering Station.

    1. Expand the node in DeltaV Explorer.
    2. Right click the node's Alarms And Events subsystem and select Properties.
    3. Uncheck the System SOE Collector box.
    4. Uncheck the Enabled box.
    5. Click OK.
  4. Connect the Engineering Station to the Standalone DeltaV PK controller. Port 1 on the controller's IOP is always enabled.
  5. Configure the system.
    1. Rename the PK controller placeholder in DeltaV Explorer, if a new name is wanted.
    2. From DeltaV Explorer, enable (or disable) redundant controllers and networks on the decommissioned placeholder for the PK controller. You can only configure these settings on a decommissioned placeholder.
    3. If networking your Standalone DeltaV PK controllers, modify the IP address for the controller's placeholder and its CIOC, WIOC, and SIS Controller placeholders so that you avoid any IP address conflicts.
      Note

      You can only modify the IP addresses on the controller's placeholder and on its CIOC, WIOC, and SIS Controller placeholders, prior to commissioning the controller. You must manually track all the IP addresses you assign so that you avoid any conflicts both on this controller; and, on any other controllers and their devices that are connected either directly or through a switch.

    4. From DeltaV Explorer, commission the controller to the configured placeholder.
      Tip

      The PK controller should be recognized and listed in System Configuration → Physical Network → Decommissioned Nodes in the DeltaV Explorer hierarchy.

    5. Run DeltaV PK Controller Administration and create a password for the controller.
      Note

      Best practice is to create a unique password for each controller when you are maintaining multiple projects on the Engineering Station.

    6. Enable the controller's Ethernet ports that you will use and configure the port-to-port communications as appropriate for your needs.
      1. From DeltaV Explorer, select the controller, right click and select Properties.
      2. Enable the external Ethernet ports you will use.
      3. Click Port-to-Port Communications... button.
      4. Select the appropriate configuration of communications/isolation of ports.
      5. Click OK on each dialog.
    7. Configure the PO1 subsystem on the PK controller.
      1. From DeltaV Explorer, with the controller object expanded, right click PO1 and select Properties.

      2. On the General tab, select Enabled.

        Tip

        If you want to create device network placeholders without affecting the overall integrity of the controller or you want to avoid IP address conflicts while configuring the devices, leave the subsystem disabled until your configuration is ready.

      3. Click the Advanced tab on the Properties dialog.
      4. Enter a valid IP address for your Primary and Redundant (if using the secondary network) connections.
      5. Select the protocol for this controller's PO1 subsystem.
      6. Click OK.
    8. Create your control strategy.

      Using DeltaV Explorer, Control Studio, Recipe Studio and other DeltaV engineering applications, create the logic for this controller. Refer to DeltaV Books Online for a tutorial and for reference information. Refer to the DeltaV application help for information on using the software.

    9. Download the controller.
      Note

      On the download dialog, you have the option to backup the project after the download. This will backup the project to the controller's SD card. Only select this option if your controller has an SD card. The controller must be commissioned and authenticated.

  6. Create the local HMI.
    Note

    The Standalone DeltaV PK controller must be commissioned and authenticated; and, the relevant protocol enabled, before you can communicate with the local HMI panel.

    1. For a DeltaV Operator Station, follow these steps.
      1. Use DeltaV Explorer to create a placeholder for the DeltaV local HMI as an Operator station in the Control Network.
      2. Set the properties for that workstation in DeltaV Explorer.
      3. Export the workstation configuration. This creates a DevData.cfg file to be used during the installation of DeltaV on the local HMI.
      4. Install your DeltaV local HMI station from the DeltaV PK DVD (or ISO file). You must be an administrator on the computer to install the software.
      5. Browse to the Autorun folder and double click the Autorun.exe file.
      6. Select options as appropriate to your installation. The installation copies files to your hard drive, creates user accounts and modifies system settings.
      7. The system will reboot and restart more than once during this process. Each time, log on as the same administrator user.
      8. When prompted by Workstation Configuration application, supply the exported DevData.cfg file for your DeltaV local HMI station.
      9. At the final login (after logging into Windows), you are prompted to log into the DeltaV desktop. Use the same administrator account to do this, or use one of the operator accounts that you have created.
      10. Attach the system key (ST) to the DeltaV local HMI station and copy the license files (*.lia) to the DeltaV\DvData\Standalone folder.
      11. From the Engineering Station, run DeltaV Explorer and download the DeltaV local HMI station.
    2. For a 3rd-party local HMI, follow these steps.
      1. Install, configure, and license the computer according to the 3rd-party instructions.
      2. Using the Engineering Station, run DeltaV Explorer and enable the protocol (Modbus TCP or OPC UA) on the PK controller. For Modbus TCP, configure the registers as appropriate.
      3. Download the controller.
  7. Create operator displays.
    1. Run the application for creating operator displays (for example, DeltaV Operate or DeltaV Live). For DeltaV local HMI operator stations, use the Main1366 template.

      Refer to DeltaV Books Online for information on configuring operator displays. Refer to the DeltaV application help for information on using the software.

    2. Download/publish the displays.
  8. Create a backup of the DeltaV PK controller’s project (if not backed up as part of the download).

    This should be done whenever you are done making changes and before disconnecting the Engineering Station (when using the laptop option).

    You can backup a project to the SD card on the controller or to a drive.

If you re-commissioning the Standalone DeltaV PK controller, you must create a new workstation configuration file (DevData.cfg) and run the Workstation Configuration application on the local DeltaV HMI (supplying the new DevData.cfg file). Without this new configuration file, the local DeltaV HMI cannot communicate with the controller or Engineering Station.