AUMA SQEx 05.2 User manual

Control
Parallel
Profibus DP
Profinet
Modbus RTU
→Modbus TCP/IP
Foundation Fieldbus
HART
Part-turn actuators
SQEx 05.2 –SQEx 14.2
SQREx 05.2 –SQREx 14.2
Control unit: electronic (MWG)
with actuator controls
ACExC 01.2 Non-Intrusive
Assembly, operation, commissioningOperation instructions

Read operation instructions first.
●Observe safety instructions.
●These operation instructions are part of the product.
●Retain operation instructions during product life.
●Pass on instructions to any subsequent user or owner of the product.
Purpose of the document:
This document contains information for installation, commissioning, operation and maintenance staff.It is intended
to support device installation and commissioning.
Reference documents:
●Manual (Operation and setting ) of actuator controls ACExC 01.2 Modbus TCP/IP
●Manual (Fieldbus device integration) of actuator controls ACExC 01.2 Modbus TCP/IP
Reference documents can be downloaded from the Internet (www.auma.com) or ordered directly from AUMA
(refer to <Addresses>).
Table of contents Page
51. Safety instructions................................................................................................................. 51.1. Basic information on safety 61.2. Range of application 61.3. Warnings and notes 71.4. References and symbols
82. Identification........................................................................................................................... 82.1. Name plate 122.2. Short description
133. Transport, storage and packaging........................................................................................ 133.1. Transport 143.2. Storage 153.3. Packaging
164. Assembly................................................................................................................................ 164.1. Mounting position 164.2. Handwheel fitting 164.3. Part-turn actuator to valve: mount 174.3.1. Output drive for coupling 174.3.1.1. Part-turn actuator (with coupling): mount to valve 204.4. Mounting positions of local controls 204.4.1. Mounting positions: modify
215. Electrical connection............................................................................................................. 215.1. Basic information 235.2. KES electrical connection 245.2.1. Terminal compartment: open 255.2.2. Cable connection 265.2.3. Industrial Ethernet cable:connect 275.2.4. Terminal compartment: close 275.3. External earth connection 285.4. Accessories for electrical connection 285.4.1. Actuator controls on wall bracket
2
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
Table of contents ACExC 01.2 Non-Intrusive ModbusTCP/IP

295.4.2. Parking frame
306. Operation................................................................................................................................ 306.1. Manual operation 306.1.1. Manual operation: engage 306.1.2. Manual operation: disengage 306.2. Motor operation 306.2.1. Local actuator operation 316.2.2. Actuator operation from remote 326.3. Menu navigation via push buttons (for settings and indications) 336.3.1. Menu layout and navigation 346.4. User level, password 346.4.1. Password entry 356.4.2. Password change 356.5. Language in the display 356.5.1. Language change
377. Indications.............................................................................................................................. 377.1. Indications during commissioning 377.2. Indications in the display 387.2.1. Feedback indications from actuator and valve 407.2.2. Status indications according to AUMA classification 417.2.3. Status indications according to NAMUR recommendation 437.3. Indication lights of local controls 437.4. Mechanical position indication (self-adjusting) 447.5. Mechanical position indication via indicator mark
458. Signals (output signals)......................................................................................................... 458.1. Status signals via output contacts (digital outputs) 458.1.1. Assignment of outputs 458.1.2. Coding the outputs 458.2. Analogue signals (analogue outputs)
469. Commissioning (basic settings)........................................................................................... 469.1. End stops in part-turn actuator 479.1.1. End stop CLOSED: set 479.1.2. End stop OPEN: set 489.2. Type of seating: set 499.3. Torque switching: set 519.4. Limit switching: set 529.5. Fieldbus address (slave address), baud rate, parity and monitoring time: set 539.5.1. Modbus TCP/IP gateway: set 539.6. Test run 539.6.1. Direction of rotation at mechanical position indicator: check 549.6.2. Limit switching: check
5510. Commissioning (settings in the actuator)........................................................................... 5610.1. Switch compartment: open/close 5610.2. Mechanical position indicator (self-adjusting) 5710.2.1. Mechanical position indicator: set 5710.2.2. Gear stage of the reduction gearing: test/set 5810.3. Mechanical position indication via indicator mark (not self-adjusting) 5910.3.1. Mechanical position indicator: set
3
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive ModbusTCP/IP Table of contents

5910.3.2. Gear stage of the reduction gearing: test/set
6111. Corrective action.................................................................................................................... 6111.1. Faults during commissioning 6111.2. Fault indications and warning indications 6511.3. Fuses 6511.3.1. Fuses within the actuator controls 6511.3.2. Fuse replacement 6511.3.2.1. Replace fuses F1/F2 6611.3.2.2. Test/replace fuses F3/F4 6611.3.3. Motor protection (thermal monitoring)
6812. Servicing and maintenance................................................................................................... 6812.1. Preventive measures for servicing and safe operation 6812.2. Disconnection from the mains 6812.2.1. Disconnection from the mains with KP/KPH and KES electrical connection 6912.3. Maintenance 7012.4. Disposal and recycling
7113. Technical data......................................................................................................................... 7113.1. Technical data Part-turn actuator 7313.2. Technical data Actuator controls
7914. Spare parts............................................................................................................................. 7914.1. Part-turn actuators SQEx 05.2 –SQEx 14.2/SQREx 05.2 –SQREx 14.2 KES 8114.2. Actuator controls ACExC 01.2 KES Modbus TCP/IP
8315. Certificates.............................................................................................................................. 8315.1. Declaration of Incorporation and EU Declaration of Conformity
86Index........................................................................................................................................
89Addresses...............................................................................................................................
4
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
Table of contents ACExC 01.2 Non-Intrusive ModbusTCP/IP

1. Safety instructions
1.1. Basic information on safety
Standards/directives Our products are designed and manufactured in compliance with recognised
standards and directives.This is certified in a Declaration of Incorporation and an
EU Declaration of Conformity.
The end user or the contractor must ensure that all legal requirements, directives,
guidelines, national regulations and recommendations with respect to assembly,
electrical connection, commissioning and operation are met at the place of installation.
They include among others:
●Standards and directives such as IEC 60079 “Explosive atmospheres".
- Part 14: Electrical installations design, selection and erection.
- Part 17: Electrical installations inspection and maintenance.
●Applicable configuration guidelines for network applications.
Safetyinstructions/warn-
ings All personnel working with this device must be familiar with the safety and warning
instructions in this manual and observe the instructions given. Safety instructions
and warning signs on the device must be observed to avoid personal injury or property
damage.
Qualification of staff Assembly, electrical connection, commissioning, operation, and maintenance must
be carried out by suitably qualified personnel authorised by the end user or contractor
of the plant only.
Prior to working on this product, the staff must have thoroughly read and understood
these instructions and, furthermore, know and observe officially recognised rules
regarding occupational health and safety.
Work performed in potentially explosive atmospheres is subject to special regulations
which have to be observed.The end user or contractor of the plant are responsible
for respect and control of these regulations, standards, and laws.
Commissioning Prior to commissioning, it is important to check that all settings meet the requirements
of the application. Incorrect settings might present a danger to the application, e.g.
cause damage to the valve or the installation.The manufacturer will not be held
liable for any consequential damage. Such risk lies entirely with the user.
Operation Prerequisites for safe and smooth operation:
●Correct transport, proper storage, mounting and installation, as well as careful
commissioning.
●Only operate the device if it is in perfect condition while observing these instruc-
tions.
●Immediately report any faults and damage and allow for corrective measures.
●Observe recognised rules for occupational health and safety.
●Observe national regulations.
●During operation,thehousingwarms upandsurface temperatures>60°Cmay
occur.To prevent possible burns, we recommend checking the surface temper-
ature using an appropriate thermometer and wearing protective gloves, if re-
quired, prior to working on the device.
Protective measures The end user or the contractor are responsible for implementing required protective
measures on site, such as enclosures, barriers, or personal protective equipment
for the staff.
Maintenance To ensure safe device operation, the maintenance instructions included in this manual
must be observed.
Any device modification requires prior written consent of the manufacturer.
5
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive ModbusTCP/IP Safety instructions

1.2. Range of application
AUMA part-turn actuators are designed for the operation of industrial valves, e.g.
butterfly valves and ball valves.
The devices described below are approved for use in the potentially explosive
atmospheres of zones 1, 2, 21, and 22.
If temperatures >40 °C are to be expected at the valve mounting flange or the valve
stem (e.g.due to hot media), please consult AUMA.Temperatures > 40 °C are not
considered with regards to the non-electrical explosion protection.
Other applications require explicit (written) confirmation by the manufacturer.
The following applications are not permitted, e.g.:
●Industrial trucks according to EN ISO 3691
●Lifting appliances according to EN 14502
●Passenger lifts according to DIN 15306 and 15309
●Service lifts according to EN 81-1/A1
●Escalators
●Continuous duty
●Buried service
●Continuous submersion (observe enclosure protection)
●Potentially explosive areas of zones 0 and 20
●Potentially explosive areas of group I (mining)
●Radiation exposed areas in nuclear power plants
No liability can be assumed for inappropriate or unintended use.
Observance of these operation instructions is considered as part of the device's
designated use.
Information These operation instructions are only valid for the "clockwise closing" standard
version, i.e. driven shaft turns clockwise to close the valve.
1.3. Warnings and notes
The following warnings draw special attention to safety-relevant procedures in these
operation instructions, each marked by the appropriate signal word (DANGER,
WARNING, CAUTION, NOTICE).
Indicates an imminently hazardous situation with a high level of risk. Failure
to observe this warning results in death or serious injury.
Indicates a potentially hazardous situation with a medium level of risk.Failure
to observe this warning could result in death or serious injury.
Indicates a potentially hazardous situation with a low level of risk. Failure to
observe this warning could result in minor or moderate injury. May also be
used with property damage.
Potentially hazardous situation. Failure to observe this warning could result
in property damage. Is not used for personal injury.
6
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
Safety instructions ACExC 01.2 Non-Intrusive Modbus TCP/IP

Arrangement and typographic structure of the warnings
Type of hazard and respective source!
Potential consequence(s) in case of non-observance (option)
→Measures to avoid the danger
→Further measure(s)
Safety alert symbol warns of a potential personal injury hazard.
The signal word (here: DANGER) indicates the level of hazard.
1.4. References and symbols
The following references and symbols are used in these instructions:
Information The term Information preceding the text indicates important notes and information.
Symbol for CLOSED (valve closed)
Symbol for OPEN (valve open)
Important information before the next step.This symbol indicates what is required
for the next step or what has to be prepared or observed.
Via the menu to parameter
Describes the path within the menu to the parameter. By using the push buttons of
the local controls you may quickly find the desired parameter in the display.
< > Reference to other sections
Terms in brackets shown above refer to other sections of the document which provide
further information on this topic.These terms are either listed in the index, a heading
or in the table of contents and may easily be located.
7
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive ModbusTCP/IP Safety instructions

2. Identification
2.1. Name plate
Figure 1: Arrangement of name plates
[1] Actuator name plate
[2] Actuator controls name plate
[3] Motor name plate
[4] Explosion protection approval plate
[5] Additional plate, e.g. KKS plate (Power Plant Classification System)
Actuator name plate
Figure 2: Actuator name plate (example)
(= manufacturer logo); (= CE mark)
[1] Name of manufacturer
[2] Address of manufacturer
[3] Type designation
[4] Order number
[5] Serial number
[6] Operating time in [s] for a part-turn movement of 90°
[7] Torque range in direction CLOSE
[8] Torque range in direction OPEN
[9] Type of lubricant
[10] Permissible ambient temperature
[11] Can be assigned as an option upon customer request
[12] Enclosure protection
[13] Data Matrix code
8
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
Identification ACExC 01.2 Non-Intrusive ModbusTCP/IP

Actuator controls name plate
Figure 3: Actuator controls name plate
(= manufacturer logo)
[1] Type designation
[2] Order number
[3] Serial number
[4] Actuator terminal plan
[5] Actuator controls terminal plan
[6] Mains voltage
[7] AUMA power class for switchgear
[8] Permissible ambient temperature
[9] Enclosure protection
[10] Control
[11] Data Matrix code
Motor name plate
Figure 4: Motor name plate (example)
(= manufacturer logo); (= CE mark)
[1] Motor type
[2] Motor article number
[3] Serial number
[4] Current type, mains voltage
[5] Rated power
[6] Rated current
[7] Type of duty
[8] Enclosure protection
[9] Motor protection (temperature protection)
[10] Insulation class
[11] Speed
[12] Power factor cos phi
[13] Mains frequency
[14] Data Matrix code
9
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
ACExC 01.2 Non-Intrusive ModbusTCP/IP Identification

Approval plate in explosion-proof version
Figure 5: Approval plates in explosion-proof version (examples)
[1] Ex symbol, CE mark, number of test authority
[2] Ex certificate (number)
Classification:
[3] Electrical gas explosion protection
[4] Electrical dust explosion protection
[5] Non-electrical explosion protection
[6] Threads for line bushings at electrical connection
[7] Not used
Descriptions referring to name plate indications
Type designation Figure 6:Type designation (example)
1. Type and size of actuator
2. Flange size
3. Ex marking
Type and sizee
These instructions apply to the following devices types and sizes:
●Type SQEx = Part-turn actuators for open-close duty
Sizes: 05.2, 07.2, 10.2, 12.2, 14.2
●Type SQREx = Part-turn actuators for modulating duty
Sizes: 05.2, 07.2, 10.2, 12.2, 14.2
●Type ACExC = AUMATIC actuator controls
Size: 01.2
10
SQEx 05.2 –SQEx 14.2 / SQREx 05.2 –SQREx 14.2 Control unit: electronic (MWG)
Identification ACExC 01.2 Non-Intrusive ModbusTCP/IP
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