Automated Calibration

About Automated Calibration

An automated calibration is one that is performed by using a calibrator. Calibration Management supports Fluke and GE Druke calibrators for automated calibration. It also supports automated calibration using the Beamex CMX calibration software.

Data Sent for Calibration

For each Calibration task, when you send calibration data to a Fluke Calibrator, a GE Druck Calibrator, or the Beamex CMX calibration software, information about the type of calibration that should be performed for a piece of equipment is exported. This information is stored in the Calibration Templates linked to Equipment records. These Equipment records represent the pieces of equipment that contain calibration measurements to be collected.

If you have sent calibration data to a Fluke Calibrator or a GE Druck Calibrator, the calibration data (i.e., the input values) are transferred to the calibrator.

For each calibration data that is sent to the Beamex CMX calibration software, a corresponding work order is created and stored in the folder path specified in the CMX Settings section in the Application Settings for Calibration Management. In the Beamex CMX calibration software, to represent the Hierarchy of the piece of equipment that will be calibrated, the Asset Hierarchy is created.

Data Received From Calibration

When you receive calibration data from a Fluke Calibrator, a GE Druck Calibrator, or the Beamex CMX calibration software, the results of selected calibrations are imported into GE Digital APM. After the data is imported, GE Digital APM will create one Calibration record for each calibration that you have selected, which appear as Calibration Events in the Calibration Events section. The Calibration records are populated with the values that you entered in the calibrator or Beamex CMX calibration software when you performed the calibration. You cannot save duplicate calibration data. If you saved calibration data twice in the calibrator, only one Calibration record is created in GE Digital APM after you receive data from the calibrator.

If you sent calibration data to a Fluke Calibrator, a GE Druck Calibrator, or the Beamex CMX calibration software, only those calibrations that were performed will be received in GE Digital APM. You must take the necessary action to complete calibrations that were not performed.

If you have received calibration data from a Fluke Calibrator or a GE Druck Calibrator, the fields in the Test Equipment section of the Calibration datasheet are populated with the details of the calibrator.

If you have received calibration data from Beamex CMX calibration software, the Calibration Passed field of the Calibration record is populated with a value to indicate whether the calibration passed or failed.

Verify Calibrator Settings for Fluke 74x - 75x

About this task

Calibrator settings are saved for a user and for a data source. If you log in as another user, or change the data source, you must reconfigure the calibrator settings.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Tools tab.

    The Calibration Tools section appears.

  3. In the upper-right corner of the section, select Calibrator Settings.

    The Calibrator Settings window appears.

  4. In the Select Device box, select Fluke 74x - 75x.

    The calibration settings for Fluke 74x - 75x appears.

  5. In the COM Port box, select the communication port number that the calibrator is connected to.
    Important: GE Digital APM supports port numbers in the range from COM1 through COM4. If the communication port number of the calibrator does not fall within this range, you must change the value in the Device Manager, or connect the calibrator to a different port.
  6. If you want to test the connection of the calibrator, select the Perform Connection Test check box.
    Note: The Baud Rate box contains the value 9600. You cannot change this value.
  7. In the Device Service Settings Service Port box, enter the value of the service port number that you have configured. The default value in the Device Service Settings Service Port box is 2014.
  8. In the lower-right corner of the window, select Done.
    Note:

    If you had selected the Perform Connection Test check box, then the connection between GE Digital APM and the calibrator is tested.

    • If the calibrator is not connected properly or if the communication port of the calibrator does not match the value in the COM Port box, then a message appears. If this occurs, verify the connection, and then select Continue.
    • If you have not installed the Meridium Device Service, then a message appears, asking you to install it. You must install the Meridium Device Service, and then select Continue.
    • If the connection is successful, then the details appear in the Device Log box.

    The calibration settings are saved.

What to do next

Verify Calibrator Settings for CMX

About this task

Calibrator settings are saved for a user and for a data source. If you log in as another user, or change the data source, you must reconfigure the calibrator settings.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Tools tab.

    The Calibration Tools section appears.

  3. In the upper-right corner of the section, select Calibrator Settings.

    The Calibrator Settings window appears.

  4. In the Select Device box, select CMX.

    The calibration settings for CMX appears.

  5. If you want to test if Meridium Device Service utility is installed and running, select the Perform Connection Test check box.
  6. In the Device Service Settings Service Port box, enter the value of the service port number that you have configured. The default value in the Device Service Settings Service Port box is 2014.
  7. In the lower-right corner of the window, select Done.
    Note:
    If you had selected the Perform Connection Test check box, the GE Digital APM verifies if the Meridium Device Service has been installed.
    • If you have not installed the Meridium Device Service, then a message appears, asking you to install it. You must install the Meridium Device Service, and then select Continue.
    • If the connection is successful, then the details appear in the Device Log box.

What to do next

Verify Calibrator Settings for GE Druck

About this task

Calibrator settings are saved for a user and for a data source. If you log in as another user, or change the data source, you must reconfigure the calibrator settings.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a specific hierarchy level.
  2. Select the Calibration Tools tab.

    The Calibration Tools section appears.

  3. In the upper-right corner of the section, select Calibrator Settings.

    The Calibrator Settings window appears.

  4. In the Select Device box, select one of the following calibrators:
    • Druck DPI611 (Druck DPI611 - Pressure Calibrator)
    • Druck DPI612 (Druck DPI612 - Flex Pressure Calibrator)
    • Druck DPI620 (Druck DPI620 - Multifunction Calibrator)

    • Druck DPI620G (Genii) (Druck DPI620G – Advanced Multifunction Calibrator, HART/Fieldbus Communicator)

    • Druck DPI620G-IS (Genii) (Druck DPI620G-IS - Intrinsically Safe Advanced Multifunction Calibrator, HART/Fieldbus Communicator)
    • Druck DPI620-IS (Druck DPI620-IS - Intrinsically Safe Multifunction Calibrator)

    The calibration settings for the selected calibrator appear.

  5. In the Select Serial Number box, select the serial number of the GE Druck calibrator.

    The Done button is enabled.

  6. If you want to test the connection of the calibrator, select the Perform Connection Test check box.
  7. In the Device Service Settings Service Port box, enter the value of the service port number that you have configured. The default value in the Device Service Settings Service Port box is 2014.

    The Done button is enabled.

  8. In the lower-right corner of the window, select Done.
    Note:
    If you selected the Perform Connection Test check box, then the connection between GE Digital APM and the calibrator is tested.
    • If you did not install the Meridium Device Service, then a message appears, asking you to install it. You must install the Meridium Device Service, and then select Continue.
    • If the connection is successful, then the details appear in the Device Log box.

    The calibration settings are saved.

What to do next

Send Data to a Calibrator

Before you begin

  • You can send Calibration data to a calibrator only if you are a member of the MI Devices Administrators Security Group.
  • When you send data to a calibrator, the calibration data that already exists in the calibrator is deleted. Therefore, if you have data in the calibrator that you want to save, you must transfer the data to GE Digital APM .

  • When you first try to send data to or receive data from the calibrator, if you have not installed the Merdium Device Service, you will be prompted to install it. This service must be installed on any machine that you will use with the calibrators.

    Important: When a new device integration is introduced in the Calibration Management module, the Merdium Device Service utility is also modified to support the device. Therefore, if you have recently upgraded the GE Digital APM from an earlier version, you must uninstall the previous version of the Meridium Device Service utility, download the utility again, and then reinstall the downloaded version of the utility.
  • Verify the calibrator settings for Fluke, CMX, and GE Druck documenting process calibrators.

Additionally, to perform automated calibration by using the Beamex CMX calibration software, the following additional prerequisites must be fulfilled:

  • Beamex CMX calibration software must be installed and running on the machine that you want to connect to the calibrator.
  • Beamex Bridge software must be installed and running on the machine that you want to connect to the calibrator.

About this task

This topic describes how to send Calibration data to a calibrator when performing an automated calibration.

Important: In Fluke 74x-75x, you can perform automated calibration only if the user ID that you enter in the calibrator belongs to one of the Security Users in GE Digital APM. Refer to the calibrator documentation for instructions on how to enter the user ID in the calibrator.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Queue tab.

    The Calibration Queue section appears, displaying a list of calibration queue records.

  3. In the row for each calibration queue record that you want to send to the calibrator, select the check box.
  4. In the upper-right corner of the section, select Send for Calibration.

    The Send for Calibration window appears, displaying the Select Calibration Method section.

  5. In the Send To box, select the calibrator type that you want to use for calibration. You can select one of the following options:
    • If you want to use Beamex CMX calibration software for calibration, select CMX.
    • If you want to send the data to a GE Druck Calibrator, select one of the following devices:
      • Druck DPI611 (Druck DPI611 - Pressure Calibrator)
      • Druck DPI612 (Druck DPI612 - Flex Pressure Calibrator)
      • Druck DPI620 (Druck DPI620 - Multifunction Calibrator)
      • Druck DPI620G (Genii) (Druck DPI620G – Advanced Multifunction Calibrator, HART/Fieldbus Communicator)
      • Druck DPI620G-IS (Genii) (Druck DPI620G-IS - Intrinsically Safe Advanced Multifunction Calibrator, HART/Fieldbus Communicator)
      • Druck DPI620-IS (Druck DPI620-IS - Intrinsically Safe Multifunction Calibrator)

    • If you want to send the data to a Fluke documenting process calibrator, select Fluke 74x – 75x.

  6. In the Calibrator Device ID box, select the device ID of the calibrator.
    Note: If you have selected CMX, the Calibrator Device ID box will be disabled.

    The calibration driver details, device details, and certification details for the selected device appear.

    Note: If you have not verified the calibrator settings, an error message appears below the Send To box, stating that the settings for this device have not been configured and the Next button will be disabled. If this occurs, you must verify the settings.
  7. In the lower-right corner of the window, select Next.
    Note: If a test equipment for the selected device has not been created, the Next button will be disabled and a validation message will appear, indicating that the test equipment for the device has not been found and that you need to create a test equipment before proceeding.

    The Validate Selection section appears, displaying, the list of calibration applied templates that are compatible with the device that you selected.

    Note: If the selected calibration queue records have not been mapped to the correct device, when you select Next , the Calibration Templates will not be loaded and the Finish button will be disabled.
  8. Select Finish.

    The Sending to Calibrator section appears, displaying the progress of sending the data to the calibrator. The Send completed message indicates that the data has been sent to the calibrator.

    Note:

    If the Meridium Device Service is not installed or not running, an error message appears, indicating that the Meridium Device Service could not be reached. The message also indicates that you need to verify that the service is installed and running. You can select the Download link to download the installer. After the service is running, select Continue to send the data to the calibrator.

What to do next

Receive Data from a Calibrator

Before you begin

  • Install the Meridium Device Service. When you first try to send data to or receive data from the calibrator, if you have not installed the Merdium Device Service, you will be prompted to install it. This service must be installed on any machine that you will use with calibrators.
  • Verify the calibrator settings.
  • Send calibration data to the calibrator.
  • Perform the calibration on the calibrator.
  • If you are using the Beamex CMX calibration software to perform automated calibration, the following additional prerequisites must be fulfilled:
    • Beamex CMX calibration software must be installed and running on the machine that you will connect to the calibrator.
    • Beamex Bridge software must be installed and running on the machine that you will connect to the calibrator.

About this task

This topic describes how to receive data from calibrators that have been calibrated by using an automated calibrator.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Events tab.

    The Calibration Events section appears, displaying a list of Calibration event records.

  3. In the upper-right corner of the section, select Receive from Calibration.

    The Receive From Device window appears, displaying the Select Calibration Method section.

  4. In the Receive From box, select the calibrator type that you have used for calibration. You can select one of the following options:
    • If you want to receive data from the Beamex CMX calibration software for calibration, select CMX.
    • If you want to receive data from a GE Druck Calibrator, select one of the following devices:
      • Druck DPI611 (Druck DPI611 - Pressure Calibrator)
      • Druck DPI612 (Druck DPI612 - Flex Pressure Calibrator)
      • Druck DPI620 (Druck DPI620 - Multifunction Calibrator)

      • Druck DPI620G (Genii) (Druck DPI620G – Advanced Multifunction Calibrator, HART/Fieldbus Communicator)

      • Druck DPI620G-IS (Genii) (Druck DPI620G-IS - Intrinsically Safe Advanced Multifunction Calibrator, HART/Fieldbus Communicator)
      • Druck DPI620-IS (Druck DPI620-IS - Intrinsically Safe Multifunction Calibrator)
    • If you want to receive data from a Fluke documenting process calibrator, select Fluke 74x - 75x.
  5. In the Calibrator Device ID box, select the device ID of the calibrator.
    Note: If you have selected CMX, the Calibrator ID box will be disabled.

    The calibration driver details, device details, and certification details for the selected device appear.

  6. Select Next.

    The Download Calibration Checklists section appears, displaying a list of calibrations that have been performed on the device.

    Tip: If you want to view the progress of the data received, then in the upper-left corner of the section, select Log.
  7. Next to each calibration data that you want to save, select the check boxes, and then select Next.

    The Saved Results section appears, displaying the status of records selected for saving.

    After receiving the calibration data, GE Digital APM creates a Calibration record for each calibration that you have selected. If you have used a documenting process calibrator for calibration, then the fields in the Test Equipment section of each Calibration record created are populated with the details of the calibrator.