SEQ-PSS-GBL-288

DeltaV Services App User Guide for Upgrade Module Rev F3 – Page 1 of 28

Emerson Automation Solutions

Service Management Office

DeltaV Services App User Guide for

Upgrade Module

Document Information
Initiative: Service Execution & Quality Management
Business Unit: Process Systems & Solutions
Name: DeltaV Services App User Guide for Upgrade Module
SMO Document Number: SEQ-PSS-GBL-288
Document File Name: DeltaV Services App - User Guide for Upgrade Module.pdf
Document Status: Approved
Revision: F3

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Revision History

Rev Description Date Developed By

F1 DeltaV Service app User Guide for Upgrade 01/29/2019 Nilesh Kandharkar
Module
F2 Updated Section 2.2.1 02/21/2019 Nilesh Kandharkar
F3 Updated Section 2.2.1 06/14/2019 Nilesh Kandharkar

© Emerson. All rights reserved. Unauthorized duplication, in whole or in part, is prohibited. Trademarks identified
in this document are owned by one of the Emerson group of companies. Unless otherwise agreed to in writing
by the parties, any information provided in this document is confidential or proprietary and may not be used or
disclosed without the expressed written permission of Emerson.

Emerson Automations Solutions

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Round Rock, TX 78681-7430 USA
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Table of Contents

1 INTRODUCTION .....................................................................................................................................................5
1.1 PURPOSE ................................................................................................................................................................ 5
1.2 TARGET GROUP ....................................................................................................................................................... 5
2 CREATING A NEW DATA COLLECTION INSTANCE ...................................................................................................6
2.1 CHECK YOUR SUPPORT COMPANY IN SMS .................................................................................................................... 6
2.2 ACCESSING UPGRADE SERVICE MODULE ....................................................................................................................... 7
2.2.1 Setup Page ...................................................................................................................................................... 9
2.2.2 Customer and requestor information verification......................................................................................... 10
2.2.3 Systemwide Information ............................................................................................................................... 11
2.2.4 Node Level Information ................................................................................................................................. 13
2.2.4.1 Feature of Copying Answers/Comments: .............................................................................................................. 13
2.2.5 Automated Information Section.................................................................................................................... 17
2.2.6 Data upload section ...................................................................................................................................... 20
2.2.7 Upgrade Summary section ............................................................................................................................ 22
3 TRACKING THE UPGRADE DATA COLLECTION INSTANCES ...................................................................................23
3.1 DATA COLLECTION INSTANCES “IN PROGRESS” ............................................................................................................ 23
3.2 DATA COLLECTION “COMPLETE” ............................................................................................................................... 24
3.3 UPGRADE PROJECTS “COMPLETED” ........................................................................................................................... 24
4 MANAGING THE DATA COLLECTION INSTANCES .................................................................................................25
4.1 REASSIGN ............................................................................................................................................................. 25
4.2 SHARE .................................................................................................................................................................. 26
4.3 CANCEL ................................................................................................................................................................ 27
5 HELP AND SUPPORT ............................................................................................................................................27
5.1 UPGRADE SERVICES USER GUIDE............................................................................................................................... 27
5.2 CONTACT SUPPORT ................................................................................................................................................ 27

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Table of Figures

Figure 1 . Steps to Update Support Company in SMS ...................................................................... 6

Figure 2. Upgrade Services Module in DeltaV Services App ............................................................. 7
Figure 3 . Dashboard to Create New Data Collection ........................................................................ 8
Figure 4 . Create Upgrade Service.................................................................................................... 8
Figure 5 . Setup Page ....................................................................................................................... 9
Figure 6 .Customer and Requester information verification ............................................................. 10
Figure 7 . Systemwide information .................................................................................................. 11
Figure 8 .How to answer question Category wise? ......................................................................... 12
Figure 9 .How to navigate through Sections within Systemwide info? ............................................. 12
Figure 10 .List of System Specific Node names .............................................................................. 13
Figure 11 .How to Copy answers from one to another node............................................................ 14
Figure 12 .How to Copy answers from one to another node_Continued ......................................... 14
Figure 13 .How to Copy answers from one to another node_Continued ......................................... 15
Figure 14 .warning during Copy answers from one to another node ............................................... 15
Figure 15 .Navigating through Sections .......................................................................................... 16
Figure 16 .Using SSM tool at site for Upgrade ................................................................................ 17
Figure 16 .Automated Information ................................................................................................... 18
Figure 17 .Automated Information_Continued ................................................................................. 18
Figure 18 . Alert during Automated Information ............................................................................... 19
Figure 19 . Automated Information completion ................................................................................ 19
Figure 20 . Steps to upload the data ............................................................................................... 20
Figure 21 . Uploading the data on OneDrive ................................................................................... 21
Figure 22 . Completing Data collection process from Upgrade Summary Section ........................... 22
Figure 23 .Upgrade Module Dashboard .......................................................................................... 23
Figure 24 .Data collection instances “In Progress” .......................................................................... 24
Figure 25 . Completed data collections ........................................................................................... 24
Figure 26 . Upgrade Project complete............................................................................................. 24
Figure 27 .How to manage data collection instances? .................................................................... 25
Figure 28 .Reassigning Data collection instance ............................................................................. 25
Figure 29 .Confirmation during reassigning data collection instance ............................................... 26
Figure 30 .Sharing Data collection instance .................................................................................... 26
Figure 31 .Email alert after sharing data collection instance............................................................ 26
Figure 32 .Cancelling Data collection instance ................................................................................ 27
Figure 33 .Contact Support button in app........................................................................................ 27
Figure 34. Contact Support button content...................................................................................... 28

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1 INTRODUCTION
1.1 Purpose
The Upgrade module in the DeltaV services app is developed to assist the field
service engineer during the data collection phase of an upgrade project.

This document helps users with detailed steps needed to:

• Create a new data collection

• Upload the collected data on OneDrive

• View and update all Data collection instances created by you.

• Share the Data Collection Report among the team members and
upgrade experts involved in the upgrade project

• Track Status of Data Collection Reports.

1.2 Target Group

This module is available for all DeltaV Upgrade service engineers from Emerson
offices and Local Business Partners.

The following are the different access levels available:

1. Service Engineer (for DeltaV Upgrade Service Engineers)

With this access level you can:

- Create a new Data Collection Instance

- Share your Data Collection Instance with other users

- View and update all your Data Collection instances

- View and update Data Collection Instances created by other users but
only if it is shared with you.

2. Global (for DeltaV Upgrade Service Managers or directors)

With this access level you can perform all the operations that a service
engineer can do. In addition, you can also:

- View and update All Data collection instances created by all users from
your support company.

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2 CREATING A NEW DATA COLLECTION INSTANCE

2.1 Check your Support Company in SMS
Before starting, it is crucial to make sure that your Support Company in SMS is the
same as the DeltaV system for which you are creating the new Data Collection
Instance.

To check your Support Company in SMS, follow the steps as shown in the image
below:

Figure 1 . Steps to Update Support Company in SMS

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2.2 Accessing Upgrade Service Module

Follow this procedure for every single DeltaV System Id for which you want to create
a new instance of Data collection in the DeltaV Services App.

Step 1: Access the App and select upgrade Service module.

Figure 2. Upgrade Services Module in DeltaV Services App

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Step 2: Click on “New Data Collection”.

Figure 3 . Dashboard to Create New Data Collection

Step 3: Create New Upgrade Data Collection

Enter the DeltaV System ID for which you are collecting Data. And enter the date of
data collection from site.

Figure 4 . Create Upgrade Service

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The App will establish connection with SMS and a data collection instance will be
created. For this step, direct connection to Emerson Network or via VPN is
required.

Once the data collection instance is created, you will be directed to a setup page.

2.2.1 Setup Page

The setup page aims to streamline the questionnaire to only show questions that
would be relevant to the type of upgrade, the available tools and other system
characteristics that you specify in this page.

NOTE: When data collection is setup without the SSM tool, there will be additional
questions to manually collect information that will normally be automatically collected
by SSM.

Respond to the questions on setup page then click on ‘Proceed’ button to move to
next page.

1
2

Figure 5 . Setup Page

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2.2.2 Customer and requestor information verification

The Customer information will be retrieved from SMS and will be displayed in this
page. If it is not current, you can change it in the App, as some of the fields in
‘customer and requestor information’ are editable.

2 3

Figure 6 .Customer and Requester information verification

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2.2.3 Systemwide Information

Systemwide information is divided into different categories as indicated in this
screenshot.

Figure 7 . Systemwide information

Respond to all the questions in each category with appropriate answers.

You can answer a question either by selecting the dropdown arrow under “Select
Answer’ column, or by entering text under “Free text answer” column.

You may also enter comments against any question to provide additional information
regarding any question. Comments are not mandatory fields.

Click on ‘Next Category once you are done with answering all the questions in this
category.

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Figure 8 .How to answer question Category wise?

Once you respond to all the questions in this section, the “Completed’ column will
turn in green colour. Click on “Next Section” to get to the node level section.

Figure 9 .How to navigate through Sections within Systemwide info?

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2.2.4 Node Level Information

List of All DeltaV node names specific to your DeltaV system ID will be displayed in
this section. This list was fetched from SMS when the data collection instance was
created.

Figure 10 .List of System Specific Node names

If the node list does not match with what is at site, then you can add or remove the
nodes by using the “Add Node” or “Delete Node” buttons in the app.

Answer all the questions for each node by selecting the dropdown arrow under
“Select Answer’ column, or by entering free text under “Free text answer” column.

You may also enter comments against any question to provide additional information
regarding any question. Comments are not mandatory fields.

2.2.4.1 Feature of Copying Answers/Comments:

There are common questions in the app especially for the same type of nodes. If you
have answered all or some of the questions for a node, and if you have the same
answers for these questions for other nodes then you can copy the answers and
comments from one node to all other nodes of similar type in one go. Note that this
command will not overwrite existing answers.

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Follow these steps to copy the answers:

Step 1: Answer the questions for one node and then click on “Copy
answers/Comments” button.

2
Figure 11 .How to Copy answers from one to another node

Step 2: Select the questions to copy by selecting checkboxes or by using “Select All”
button. And then click on ‘select nodes’ button.

2
Figure 12 .How to Copy answers from one to another node_Continued

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Step 3: Select Nodes for which you want to copy the answers/comments and click on
‘Copy answers’ button.

Figure 13 .How to Copy answers from one to another node_Continued

Step 4: Click on OK when this warning appears:

Figure 14 .warning during Copy answers from one to another node

The selected answers will then be copied to other nodes. If desired, you can further
change/update some of the answers if any node has some different settings or
specifications.

Once you answer all the questions on the Node level, then click on the “Next Section”
button.

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Figure 15 .Navigating through Sections

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2.2.5 Automated Information Section

Run the latest version of the SSM tool on proplus at site with “DeltaV Upgrade”
option selected. This will collect more information than a standard maintenance
collection. Consequently, it may take more time for SSM to finish.

Figure 16 .Using SSM tool at site for Upgrade

Import the output of SSM tool (xml file) into the DeltaV service app as per steps
provided here.

Step 1: Click on “Automated Information”

Step 2: click on “Import SSM tool Results” button.

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Figure 17 .Automated Information

Step 3: Browse the SSM tool output in xml format.

Step 4: Click on Process file button.

Figure 18 .Automated Information_Continued

Step 5: Click on ‘OK’ when you see the Alert message:

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Figure 19 . Alert during Automated Information

The app will read the xml file and it will update the automated information section
accordingly.

Figure 20 . Automated Information completion

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2.2.6 Data upload section

It is critical to collect data backups in preparation for an upgrade. The list of items to
backup are part of the systemwide checklist. This section provides you with a place
to upload those files. The files are only accessible to users who have access to the
report as described in section 1.2. These files will be deleted once the Data
Collection report status is set to “Upgrade Project Complete” (more on this in section
3).

This may also be a good time to gather additional information that will support your
answers in the other sections of the report.

To upload files, use the following steps:

Step1: Select the checkboxes if you have collected all the backups listed here.

Step2: Click on Upload files.

Figure 21 . Steps to upload the data

A OneDrive window will be launched in a separate browser.

Browse all the backups on OneDrive and click on “Upload” button.

Note that you can continue using the DeltaV Services app while the browser
continues to upload the file in the background.

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Figure 22 . Uploading the data on OneDrive

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2.2.7 Upgrade Summary section

In this section check that all questions are answered from all other sections. And click
on Complete button to complete the data collection process.

Figure 23 . Completing Data collection process from Upgrade Summary Section

Completed Data collection will move the report to Data Collection complete state.
More about this state in section 3.

This page also allows you to do the following actions to the report:

- Cancel Upgrade Request – cancelling the upgrade request will delete the
whole report and the files associated with it from the Upgrade Services
Module dashboard.

- Export questions – will generate a csv file that contains all the questions
and answers from the Systemwide and Node Level Information sections

- Export automated information – will generate a csv file that contains all
the information from the Automated Information section

- Complete Upgrade Project – will move the report to the Upgrade

Complete section of the Upgrade Services Dashboard. This is an
indication that the upgrade has been executed and that the data can now
be archived, and all backup files will be deleted.

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3 TRACKING THE UPGRADE DATA COLLECTION

INSTANCES

The upgrade Services Module Dashboard allows you to track the status of all the
data collection instances that you created or those which are shared with you. If you
have a Global access to the App, then you will be able to see all the data collection
instances created by the Service Engineers from your support company.

Figure 24 .Upgrade Module Dashboard

3.1 Data Collection Instances “In Progress”

This Section Displays the List of all the Data Collections currently in progress.

a) Started Status: This status indicates that Data collection is in progress by

User.

b) Awaiting Data Status: This status appears when there’s some missing
information that the user still needs to complete or send out through the
App to complete the Data Collection.

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Figure 25 .Data collection instances “In Progress”

3.2 Data Collection “Complete”

This Section Displays the List of all Data collections completed.

When the user clicks on “Complete Data Collection” on the “Upgrade Summary”
section of the Data Collection instance, the report will go to this table.

This is meant to inform all users with access to the report that the site data
collection is complete, but the Upgrade Project has not been completed yet so
access to data is still needed. In this state, all data is accessible to the owner
and the shared users.

Figure 26 . Completed data collections

3.3 Upgrade Projects “Completed”

This Section Displays the List of systems for which data collection is done from
app and Upgrade projects are also completed.

When the user clicks on “Complete Upgrade Project” (only appears when the
instance is in Data Collection Complete state) on the “Upgrade Summary”
section of the Data Collection instance, the report will go to this table.

This is meant to inform all users with access to the report that the site has been
upgraded and the project is complete. All data will now be archived, and the files
uploaded on OneDrive will be deleted.

Figure 27 . Upgrade Project complete

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4 MANAGING THE DATA COLLECTION INSTANCES

From the app dashboard, right click on any data collection instance from ‘In Progress’
section to manage it.

Figure 28 .How to manage data collection instances?

4.1 Reassign
You can select this option if you wish to reassign the data collection instance from
your name to any other user from your support company.

Step1: from Customer/Requester info. Page, change user name in the “Requested
by” field.

Figure 29 .Reassigning Data collection instance

Step 2: Click on “Proceed” once confirmation message box appears.

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Figure 30 .Confirmation during reassigning data collection instance

4.2 Share
You can select this option if you wish to share the data collection instance with any
other user.

Figure 31 .Sharing Data collection instance

The ‘Already Shared’ table will show the current list of users with access to the
report.

After sharing the data collection instance with other users, they will get an email
notification as shown here:

Figure 32 .Email alert after sharing data collection instance.

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4.3 Cancel
You can select this option if you wish to cancel the data collection instance.

Deleting the instance will remove the report from the dashboard and delete all
associated files from OneDrive.

You will be asked to provide a reason for cancelation in the comment box.

Figure 33 .Cancelling Data collection instance

5 HELP AND SUPPORT

5.1 Upgrade Services User Guide
The latest copy of the ‘Upgrade Services user guide’ can be downloaded from the
Upgrade Services module within the DeltaV Service App.

5.2 Contact Support

If you have any issue with the Upgrade Services Module, press on the button
‘Contact Support’ and fill out all the fields in the form that follow. The Lifecycle
Services Support Team will get back to you within 24 hours.

Figure 34 .Contact Support button in app.

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Figure 35. Contact Support button content

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