Automated Calibration | On-Premises APM

About Automated Calibration

An automated calibration is one that is performed by using a calibrator. Calibration Management supports Fluke and GE Druck 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 an asset is exported. This information is stored in the Calibration Templates linked to the Asset records. These Asset records represent the asset 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 asset 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 APM. After the data is imported, 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 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 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.

Supported Software and Devices

Table 1.
Device	Notes
CMX Calibration Management Software	CMX Calibration Management Software is a third-party software that supports different calibration types as per the specifications. APM maintains a replica of the templates that CMX Calibration Management Software supports. You can modify the templates manually if there are any changes. No field mapping configuration is provided between APM and CMX Calibration Management Software.
Fluke 744 / Fluke 754 Documenting Process Calibrator	APM supports analog calibration, discrete calibration, and functional test calibration. It also supports custom calibration where you can manually enter input and output values into the device during calibration. Pressure, Temperature, Voltage, Current, Frequency, and Resistance are supported as Input and Output Modes.
Fluke 729 Automatic Pressure Calibrator	APM supports analog calibration and discrete calibration. It does not support custom calibration. Therefore, you cannot manually enter input and output values into the device during calibration. Pressure, Current, and Voltage are supported as Input and Output Modes. Existing catalog queries that are bound to Fluke 74x are also applicable to Fluke 729.
GE Druck Calibrator	APM supports analog calibration and discrete calibration. It does not support custom calibration. Therefore, you cannot manually enter input and output values into the device during calibration. It does not support square root function. Pressure, Temperature, Voltage, Current, Frequency, and Resistance are supported as Input and Output Modes.

Verify Calibrator Settings for Fluke 74X - 75X or Fluke 729 FC

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

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Tools tab.
The Calibration Tools section appears.
In the section, select Calibrator Settings.
The Calibrator Settings window appears.
In the Select Device box, select Fluke 74X - 75X or Fluke 729 FC.
The calibration settings for Fluke 74X - 75X or Fluke 729 FC appears.
In the COM Port box, select the communication port number that the calibrator is connected to.

Important: 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.
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.
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.
In the window, select Done.
Note: If you had selected the Perform Connection Test check box, then the connection between 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 GE Device Service, then a message appears, asking you to install it. You must install the GE 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

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

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Tools tab.
The Calibration Tools section appears.
In the upper-right corner of the section, select Calibrator Settings.
The Calibrator Settings window appears.
In the Select Device box, select CMX.
The calibration settings for CMX appears.
If you want to test if GE Device Service utility is installed and running, select the Perform Connection Test check box.
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.
In the lower-right corner of the window, select Done.
Note: If you had selected the Perform Connection Test check box, the APM verifies if the GE Device Service has been installed.
- If you have not installed the GE Device Service, then a message appears, asking you to install it. You must install the GE Device Service, and then select Continue.
- If the connection is successful, then the details appear in the Device Log box.

What To Do Next

Send Data to a Calibrator

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

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a specific hierarchy level.
Select the Calibration Tools tab.
The Calibration Tools section appears.
In the upper-right corner of the section, select Calibrator Settings.
The Calibrator Settings window appears.
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.
In the Select Serial Number box, select the serial number of the GE Druck calibrator.
The Done button is enabled.
If you want to test the connection of the calibrator, select the Perform Connection Test check box.
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.
In the lower-right corner of the window, select Done.
Note: If you selected the Perform Connection Test check box, then the connection between APM and the calibrator is tested.
- If you did not install the GE Device Service, then a message appears, asking you to install it. You must install the GE 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

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 APM.
Note: You can activate the enhanced workflow on handling unsaved results and unfinished tasks in Fluke 74x - 75x and Fluke 729 FC Calibrators by selecting the Enable Fluke Task Management check box in the Admin section under Automated Calibration Settings tab. For more information, refer Fluke Task Management.
When you first try to send data to or receive data from the calibrator, if you have not installed the GE 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 GE Device Service utility is also modified to support the device. Therefore, if you have recently upgraded the APM from an earlier version, you must uninstall the previous version of the GE 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.

Note:

You can perform manual calibration on tasks that use the Fluke 74X-75X template.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Queue tab.
The Calibration Queue section appears, displaying a list of calibration queue records.
In the row for each calibration queue record that you want to send to the calibrator, select the check box.
In the section, select Send for Calibration.
The Send for Calibration window appears, displaying the Select Calibration Method section.
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 send the data to a Fluke documenting process calibrator, select Fluke 74X – 75X.
  
  Note: You can activate the enhanced workflow on handling unsaved results and unfinished tasks in Fluke 74x - 75x Calibrators by selecting the Enable Fluke Task Management check box in the Admin section under Automated Calibration Settings tab. For more information, refer Fluke Task Management.
- If you want to send the data to a Fluke Pressure documenting process calibrator, select Fluke 729 FC.
  Note: You can activate the enhanced workflow on handling unsaved results and unfinished tasks in Fluke 729 FC Calibrators by selecting the Enable Fluke Task Management check box in the Admin section under Automated Calibration Settings tab. For more information, refer Fluke Task Management.
- 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 use Beamex CMX calibration software for calibration, select CMX.
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.
In 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 a 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.
Select Validate, to validate the selected templates before downloading to the Calibrator.
The selected templates are validated and the results appear in the VALIDATION column.
Select the icon or the text displayed in the VALIDATION column, to view the validation results of the template.
The Download Data validation Messages window appears displaying the validation results.
Note: As needed, you can stop the templates download and fix the errors and warnings. For more information on the warnings and errors, refer Data Validation Error Codes.
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.
When the download starts, each template record gets validated again. The records with validation errors are skipped from downloading and the records with warnings and no errors are sent to the calibrator. Similar warnings may appear when performing the calibration using the calibrator.
After the download operation completes, you can view the validation result logs at the path where the GE Device Service is installed.

Note: If the GE Device Service is not installed or not running, an error message appears, indicating that the GE 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

Perform calibration using the calibrator.
Receive data from the calibrator.

Receive Data from a Calibrator

Before You Begin

Install the GE Device Service. When you first try to send data to or receive data from the calibrator, if you have not installed the GE 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

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Events tab.
The Calibration Events section appears, displaying a list of Calibration event records.
In the section, select Receive from Calibration.
The Receive From Device window appears, displaying the Select Calibration Method section.
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 a Fluke documenting process calibrator, select Fluke 74X - 75X.
- If you want to receive data from a Fluke Pressure documenting process calibrator, select Fluke 729 FC.
- 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 the Beamex CMX calibration software for calibration, select CMX.
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.
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.
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, 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.
Select Finish.

Note: You can activate the enhanced workflow on handling unsaved results and unfinished tasks in Fluke 74x - 75x and Fluke 729 FC Calibrators by selecting the Enable Fluke Task Management check box in the Admin section under Automated Calibration Settings tab. For more information, refer Fluke Task Management.

Fluke Task Management

About This Task

This topic describes how to activate enhanced Fluke Task Management workflow.

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > Calibration Management.
The Calibration Admin Preferences page appears, displaying the Query Paths workspace, which contains a list of queries used to populate the Calibration Management Overview page.
From the left pane, select the Automated Calibration Settings tab.
Select the Enable Fluke Tasks Management check box and then select Save.

Results

This setting provides the enhanced workflow during Send to Calibrator and Receive From Calibrator functionality for the following device types:

Fluke 74x – 75x
Fluke 729 FC

While performing Send Data to a Calibrator, the following check boxes appear if there are unsaved results and/or unfinished tasks found in the Calibrator.

Save Results
- This check box is selected by default. If you select Next, then the unsaved results found in the Calibrator will be automatically saved into APM. If there is any record that was sent to Calibrator and was modified or deleted in APM before receiving the data from Calibrator or if the same result is uploaded twice then an error message appears while saving the results. In that case you need to navigate to the Receive From Calibrator screen and do the upload operation to review the errors.
- If you deselect this check box and select Next, then the unsaved results found in the Calibrator will not be saved into APM. All the data in the Calibrator will be erased and newly selected tasks will be downloaded.
Reload Unfinished Tasks
- This check box is selected by default and it indicates that the unfinished tasks found in the Calibrator will be reloaded back into Calibrator along with newly selected tasks.
- If you deselect this check box and select Next, then the unfinished tasks found in the Calibrator will not be reloaded and it will download the newly selected tasks.

While performing Receive Data from a Calibrator, the Erase Results check box appears if there are any errors while saving the records into APM

This check box is selected by default. If you select Finish, then all the results will be erased from the Calibrator and the unfinished tasks will be reloaded back to the Calibrator.
If you deselect this check box and select Finish, then the results will not be erased from the Calibrator and the unfinished tasks will not be reloaded.

Data Validation Error Codes

The following table lists the data validation error codes for users within this module.

Error Code Description

CME00001

Incorrect number of test points detected when compared to the template strategy.

This is an error and the template will not be download to the Calibrator. The following are the possible causes of this error:

The Up Count or Down Count values of the calibration strategy was modified. Hence, the sum of these counts may not be equal to the number of template detail records of the template.
In the template, the template detail record has been added or an existing template detail record is deleted. Hence, the template detail records count is not equal to the sum of the Up Count and Down Count values.

Solution: Update the calibration strategy based on the number of template detail records or add or remove the template detail records to match the strategy defined in the template.

CME00002

Test point percentage values must be between 0 to 100.

This is an error and the template will not be downloaded to the Calibrator.

Test Point Percentage of one or more template detail records are outside the range of 0 to 100.

Solution: Verify all template detail records and make sure the test point percentage values are between 0 to 100.

CMW00003

Primary Input or Output values are out of range. The selected device may not support this range of values.

This is a warning. In this case, you can download the template to the Calibrator. However, you may not be able to perform calibration using the Calibrator. This is because, if the range values used in the template for Voltage, Current, Resistance, and Frequency are out of range, then the calibrator may not support this range.

Solution: Modify the Input and Output range values in the template and make sure that the ranges entered are supported by Calibrator.

CME00004

Receive Mapping does not exist for the corresponding Send Mapping record of this template. You will not be able to upload the Calibration results back to APM.

This is an error and the template will not be downloaded to the Calibrator. The following are the possible causes:

The Send Mapping record set in the template may have been deleted or modified.
The Receive Mapping does not exist or is not linked to the corresponding Send Mapping that is defined in the template.

Solution: Restore the modified Send Mapping record. Make sure that a Receive Mapping record is available, whose Linked Mapping field is set to the template’s Send Mapping ID.

CME00005

Length of Tag Id value is greater than 30 characters which will be trimmed

This is a warning and the template will get downloaded. The following are the possible causes:

The number of characters in the Tag Name field of the template is greater than 32 characters, whereas the Calibrator supports a length of 32 characters.
In this case, the tag name value will be trimmed to 32 characters and the template will get downloaded. In the Calibrator, you can observe the trimmed tag ID field ending with the * character.

Solution: Modify the Tag Name field in the template to make sure that the length of the tag is within 32 characters. You can also modify the Location ID field in the calibration event record after saving the uploaded results in APM.

CME00006

Length of Tag Serial number is greater than 32 characters which will be trimmed.

This is a warning and the template will get downloaded. The following are the possible causes:

The number of characters in the Tag Serial Number field of the template is greater than 32 characters, whereas the Calibrator supports a length of 32 characters.
In this case, the Tag Serial Number value will be trimmed to 32 characters and the template would get downloaded. In the Calibrator, you can observe the trimmed Tag Serial Number field ending with the * character.

Solution: Modify the Tag Serial Number field in the template to make sure the length is within 32 characters. You can also modify the Instrument Serial Number field in the calibration event record after saving the uploaded results in APM.

CME00007

The send mapping record is missing the following required field mappings

This is an error and the template will not get downloaded. The possible cause is that the following fields may have been deleted or modified in the Send Mapping record:

Required field mapping for Analog template


APM Field	Calibrator Field
Calibration Strategy	STRATEGY
Calibration Template Key	UNIQUE_TASK_ID
Input Mode	SOURCE_MODE
Max Error Limit	ERROR_TOLERANCE
Output Mode	MEASURE_MODE
Percent of Scale Test Point	SCALE_PERCENT
Primary Input LRV	SOURCE_ZERO
Primary Input URV	SOURCE_FULL_SCALE
Primary Input Range Units	SOURCE_UOM
Primary Output LRV	MEASURE_ZERO
Primary Output URV	MEASURE_FULL_SCALE
Primary Output Units	MEASURE_UOM

Require Field Mapping for Discrete Template


APM Field	Calibrator Field
Calibration Strategy	STRATEGY
Calibration Template Key	UNIQUE_TASK_ID
Input Mode	SOURCE_MODE
Engineering Units Error Limit	SWT_TOLERANCE
Output Mode	MEASURE_MODE
Percent of Scale Test Point	SCALE_PERCENT
Primary Input LRV	SOURCE_ZERO
Primary Input URV	SOURCE_FULL_SCALE
Primary Input Range Units	SOURCE_UOM

Required Field Mapping for Functional Test Template


APM Field	Calibrator Field
Calibration Strategy	STRATEGY
Calibration Template Key	UNIQUE_TASK_ID
Instruction	FUNC_INSTRUCT
Response Type	FUNC_RESPONSE_TYPE
Sequence Number	FUNC_STEP

Solution: Restore the Send Mapping record and make sure the required field mapping exists before downloading the templates to the Calibrator.