Multi-turn actuators

SAEx 07.2 – SAEx 16.2

SAREx 07.2 – SAREx 16.2
Control unit - electromechanical
with actuator controls
AUMATIC ACExC 01.2 Intrusive

Control
Parallel
Profibus DP
Modbus
Foundation Fieldbus
→ HART

Operation instructions Assembly, operation, commissioning

 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Table of contents ACExC 01.2 Intrusive HART

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) AUMATIC AC 01.2 HART
●
Manual (Device integration) AUMATIC AC 01.2 HART
Reference documents can be downloaded from the Internet (www.auma.com) or ordered directly from AUMA
(refer to <Addresses>).

Table of contents Page

1. Safety instructions................................................................................................................. 5
1.1. Basic information on safety 5
1.2. Range of application 5
1.3. Warnings and notes 6
1.4. References and symbols 7
2. Identification........................................................................................................................... 8
2.1. Name plate 8
2.2. Short description 11
3. Transport, storage and packaging........................................................................................ 12
3.1. Transport 12
3.2. Storage 12
3.3. Packaging 12
4. Assembly................................................................................................................................ 13
4.1. Mounting position 13
4.2. Handwheel fitting 13
4.3. Multi-turn actuator: mount to valve/gearbox 13
4.3.1. Output drive types B, B1 – B4 and E 13
4.3.1.1. Multi-turn actuator (with output drive types B1 – B4 or E): mount to valve/gearbox 14
4.3.2. Output drive type A 14
4.3.2.1. Stem nut: finish machining 15
4.3.2.2. Multi-turn actuator (with output drive type A): mount to valve 16
4.4. Accessories for assembly 17
4.4.1. Stem protection tube for rising valve stem 17
4.5. Mounting positions of local controls 17
4.5.1. Mounting positions: modify 18
5. Electrical connection............................................................................................................. 19
5.1. Basic information 19
5.2. Connecting via Ex plug/socket connector with screw-type terminals (KP, KPH) 21
5.2.1. Terminal compartment: open 21
5.2.2. Cable connection 21

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Table of contents

5.2.3. Terminal compartment: close 23

5.3. Connecting via Ex plug/socket connector with terminal blocks (KES) 24
5.3.1. Terminal compartment: open 24
5.3.2. Cable connection 25
5.3.3. Terminal compartment: close 26
5.4. Accessories for electrical connection 26
5.4.1. Controls mounted to wall bracket 26
5.4.2. Parking frame 27
5.4.3. Protection cover 28
5.4.4. Earth connection, external 28
6. Operation................................................................................................................................ 29
6.1. Manual operation 29
6.1.1. Manual operation: engage 29
6.1.2. Manual operation: disengage 29
6.2. Motor operation 29
6.2.1. Local actuator operation 29
6.2.2. Actuator operation from remote 30
6.3. Menu navigation via push buttons (for settings and indications) 30
6.3.1. Menu layout and navigation 31
6.4. User level, password 32
6.4.1. Password entry 33
6.4.2. Password change 33
6.5. Language in the display 34
6.5.1. Language change 34
7. Indications.............................................................................................................................. 36
7.1. Indications during commissioning 36
7.2. Indications in the display 36
7.2.1. Feedback indications from actuator and valve 37
7.2.2. Status indications according to AUMA classification 40
7.2.3. Status indications according to NAMUR recommendation 41
7.3. Mechanical position indicator/running indication 42
7.4. Indication lights 43
8. Signals..................................................................................................................................... 44
8.1. Signals via HART 44
8.2. Status signals via output contacts (digital outputs) 44
8.2.1. Assignment of outputs 44
8.2.2. Encoding of outputs 44
8.3. Analogue signals 44
9. Commissioning (basic settings)........................................................................................... 45
9.1. Type of seating: set 45
9.2. HART address (slave address): set 46
9.3. Switch compartment: open 47
9.4. Torque switching: set 48
9.5. Limit switching: set 48
9.5.1. End position CLOSED (black section): set 49
9.5.2. End position OPEN (white section): set 49
9.6. Intermediate positions: set 50
9.6.1. Running direction CLOSE (black section): set 50
9.6.2. Running direction OPEN (white section): set 50

3
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Table of contents ACExC 01.2 Intrusive HART

9.7. Test run 51

9.7.1. Direction of rotation: check 51
9.7.2. Limit switching: check 52
9.7.3. Reference operation position feedback: perform 52
9.8. Potentiometer 53
9.8.1. Potentiometer setting 53
9.9. Electronic position transmitter RWG 53
9.9.1. Measuring range: set 54
9.10. Mechanical position indicator: set 54
9.11. Switch compartment: close 55
10. Corrective action.................................................................................................................... 57
10.1. Faults during commissioning 57
10.2. Fault indications and warning indications 57
10.3. Fuses 60
10.3.1. Fuses within the actuator controls 60
10.3.2. Motor protection (thermal monitoring) 62
11. Servicing and maintenance................................................................................................... 63
11.1. Preventive measures for servicing and safe operation 63
11.2. Disconnection from the mains 63
11.3. Maintenance 64
11.4. Disposal and recycling 65
12. Technical data......................................................................................................................... 66
12.1. Technical data Multi-turn actuators 66
12.2. Technical data Actuator controls 69
13. Spare parts............................................................................................................................. 75
13.1. Multi-turn actuators SAEx 07.2 – SAEx 16.2/SAREx 07.2 – SAREx 16.2 with Ex plug/socket 75
connector and screw-type terminals (KP, KPH)
13.2. Actuator controls AUMATIC ACExC 01.2 with Ex plug/socket connector and screw-type ter- 77
minals (KP, KPH)
13.3. Actuator controls AUMATIC ACExC 01.2 with Ex plug/socket connector and terminal blocks 79
(KES)
14. Certificates.............................................................................................................................. 81
14.1. Declaration of Incorporation and EC Declaration of Conformity 81
14.2. ATEX certificate 82
Index........................................................................................................................................ 87
Addresses............................................................................................................................... 89

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Safety instructions

1. Safety instructions
1.1. Basic information on safety
Standards/directives AUMA products are designed and manufactured in compliance with recognised
standards and directives. This is certified in a Declaration of Incorporation and an
EC 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/EN 60079 “Electrical
apparatus for explosive atmospheres" –
● Part 14: Electrical installations in hazardous areas (other than mines).
● Part 17: Inspection and maintenance of electrical installations in hazardous
areas (other than mines).
Safety instructions/warn- All personnel working with this device must be familiar with the safety and warning
ings 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 exclusively by suitably qualified personnel having been 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 the national regulations.
● During operation, the housing warms up and surface temperatures > 60 °C may
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 consent of the manufacturer.
1.2. Range of application
AUMA multi-turn actuators are designed for the operation of industrial valves, e.g.
globe valves, gate valves, butterfly valves, and ball valves.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Safety instructions ACExC 01.2 Intrusive HART

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 could result 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 may result in minor or moderate injury. May also be used
with property damage.

Potentially hazardous situation. Failure to observe this warning may result in

property damage. Is not used for personal injury.

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)

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Safety instructions

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 quickly be found.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Identification ACExC 01.2 Intrusive HART

2. Identification
2.1. Name plate
Each device component (actuator, controls, motor) is equipped with a name plate.
Figure 1: Arrangement of name plates

[1] Actuator name plate

[2] Actuator controls name plate
[3] Motor name plate
[4] Additional plate, e.g. KKS plate (Power Plant Classification System)
[5] Explosion protection approval plate

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Identification

Actuator name plate

Figure 2: Actuator name plate (example)

[1] Name of manufacturer

[2] Address of manufacturer
[3] Type designation
[4] Order number
[5] Actuator serial number
[6] Speed
[7] Torque range in direction CLOSE
[8] Torque range in direction OPEN
[9] Type of lubricant
[10] Enclosure protection
[11] Permissible ambient temperature
[12] Can be assigned as an option upon customer request
[13] Can be assigned as an option upon customer request
[14] Data Matrix code

Actuator controls name plate

[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

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Identification ACExC 01.2 Intrusive HART

Descriptions
Type designation Figure 3: Type designation (example)

1. Type and size of actuator

2. Flange size
3. Ex marking
Type and size
These instructions apply to the following devices types and sizes:
SAEx 07.2, 07.6, 10.2, 14.2, 14.6, 16.2 = multi-turn actuators for open-close duty
SAREx 07.2, 07.6, 10.2, 14.2, 14.6, 16.2 = multi-turn actuators for modulating duty
ACExC 01.2 = AUMATIC actuator controls

Ex marking

Table 1: Marking for explosion protection (with example)

/ - a 3 b 1
st
1 position: Not used
–
nd
2 position: motor type
a ADX or VDX: 3-phase AC motor
b AEX, ACX, VEX and VCX: 1-phase AC motor
rd
3 position: protection type of electrical connection
3
Terminal compartment Ex e increased safety:
Types: KP, KPH or KES
4 Terminal compartment Ex d flameproof enclosure:
Type: KES-Exd
th
4 position: protection type of position transmitter
a
Without intrinsically safe electric circuit
b
Electric circuit Ex i Intrinsic safety:
Type: RWG 5020.2Ex
th
5 position: protection type of position transmitter
1 Standard fieldbus connection
2 Ex nL non incendive fieldbus connection
3 Ex ic intrinsically safe fieldbus connection

Order number The product can be identified using this number and the technical data as well as
order-related data pertaining to the device can be compiled.
Please always state this number for any product inquiries.
On the Internet at http://www.auma.com, we offer a service allowing authorised
users to download order-related documents such as wiring diagrams and technical
data (both in German and English), inspection certificates and the operation
instructions when entering the order number.

Serial number
Table 2: Description of serial number (with example)
05 14 MD12345
st nd
1 +2 position: Assembly in week
05 Week 05
rd th
3 +4 position: Year of production
14 Year of production: 2014
All other positions
MD12345 Internal number for unambiguous product identification

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Identification

th
Actuator terminal plan 9 position after TPA: Position transmitter version
0 = Without position transmitter
A, B, J, K, L, N, R, T = Potentiometer
C, D, E, G, H, M, P, S, U = Electronic position transmitter

AUMA power class for The switchgear used in the actuator controls (reversing contactors/thyristors) are
switchgear classified according to AUMA power classes (e.g. A1, B1, ....). The power class
defines the max. permissible rated power (of the motor) the switchgear has been
designed for. The rated power (nominal power) of the actuator motor is indicated in
kW on the motor name plate. For the assignment of the AUMA power classes to the
nominal power of the motor types, refer to the separate electrical data sheets.
For switchgear without assignment to any power classes, the actuator controls name
plate does not indicate the power class but the max. rated power in kW.

Data Matrix code When registered as authorised user, you may use the AUMA Support App to scan
the Data Matrix code and directly access the order-related product documents without
having to enter order number of serial number.
Figure 4: Link to the App store:

Control
Table 3: Control examples (indications on controls name plate)
Input signal Description
HART Control via HART interface
HART/24 V DC Control via HART interface and control voltage for OPEN - CLOSE
Control via digital inputs (OPEN, STOP, CLOSE)

2.2. Short description

Multi-turn actuator Definition in compliance with EN ISO 5210:

A multi-turn actuator is an actuator which transmits to the valve a torque for at least
one full revolution. It is capable of withstanding thrust.
AUMA multi-turn actuators are driven by an electric motor and are capable of
withstanding thrust in combination with output drive type A. For manual operation,
a handwheel is provided. Switching off in end positions may be either by limit or
torque seating. Controls are required to operate or process the actuator signals.
Actuator controls The AUMATIC actuator controls are used to operate AUMA actuators and are supplied
ready for use. The controls may be mounted directly to the actuator or separately
on a wall bracket.
Local con- When set to local control, it is possible to
trols/AUMA CDT ● operate the actuator via the local controls (push buttons and display) and perform
settings (contents of these instructions).
● read in or out data or modify and save settings via the AUMA CDT software
(accessories), using a computer (laptop or PC). The connection between com-
puter and AUMATIC is wireless via Bluetooth interface (not included in these
instructions).
Intrusive - Non-Intrusive ● Intrusive version (control unit: electromechanical):
Limit and torque setting is performed via switches in the actuator.
● Non-Intrusive version (control unit: electronic):
Limit and torque setting is performed via the controls, actuator and controls
housings do not have to be opened. For this purpose, the actuator is equipped
with an MWG (magnetic limit and torque transmitter), also supplying analogue
torque feedback signals/torque indication and analogue position feedback sig-
nals/position indication.

11
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Transport, storage and packaging ACExC 01.2 Intrusive HART

3. Transport, storage and packaging

3.1. Transport
For transport to place of installation, use sturdy packaging.

Hovering load!
Risk of death or serious injury.
→ Do NOT stand below hovering load.
→ Attach ropes or hooks for the purpose of lifting by hoist only to housing and NOT
to handwheel.
→ Actuators mounted on valves: Attach ropes or hooks for the purpose of lifting
by hoist to valve and NOT to actuator.
→ Actuators mounted to gearboxes: Attach ropes or hooks for the purpose of lifting
by hoist only to the gearbox using eyebolts and NOT to the actuator.
→ Actuators mounted to controls: Attach ropes or hooks for the purpose of lifting
by hoist only to the actuator and NOT to the controls.

3.2. Storage

Danger of corrosion due to inappropriate storage!

→ Store in a well-ventilated, dry room.
→ Protect against floor dampness by storage on a shelf or on a wooden pallet.
→ Cover to protect against dust and dirt.
→ Apply suitable corrosion protection agent to uncoated surfaces.

Damage on display caused by temperatures below permissible level!

→ The AUMATIC actuator controls must NOT be stored below –30 °C.

Long-term storage If the device must be stored for a long period (more than 6 months) the following
points must be observed in addition:
1. Prior to storage:
Protect uncoated surfaces, in particular the output drive parts and mounting
surface, with long-term corrosion protection agent.
2. At an interval of approx. 6 months:
Check for corrosion. If first signs of corrosion show, apply new corrosion protec-
tion.
3.3. Packaging
Our products are protected by special packaging for transport when leaving the
factory. The packaging consists of environmentally friendly materials which can easily
be separated and recycled. We use the following packaging materials: wood,
cardboard, paper, and PE foil. For the disposal of the packaging material, we
recommend recycling and collection centres.

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Assembly

4. Assembly

4.1. Mounting position

AUMA actuators and actuator controls can be operated without restriction in any
mounting position.

4.2. Handwheel fitting

Information For transport purposes, handwheels from a diameter of 400 mm are supplied separ-
ately.

Figure 5: Handwheel

[1] Spacer
[2] Input shaft
[3] Handwheel
[4] Circlip

1. If required, fit spacer [1] onto input shaft [2].

2. Slip handwheel [3] onto input shaft.
3. Secure handwheel [3] using the circlip [4] supplied.
4.3. Multi-turn actuator: mount to valve/gearbox

Danger of corrosion due to damage to paint finish and condensation!

→ Touch up damage to paint finish after work on the device.
→ After mounting, connect the device immediately to electrical mains to ensure
that heater minimises condensation.

4.3.1. Output drive types B, B1 – B4 and E

Application ● For rotating, non-rising valve stem
● Not capable of withstanding thrust
Design Output drive bore with keyway:
● Types B1 – B4 with bore according to EN ISO 5210
● Types B and E with bore according to DIN 3210
● Later change from B1 to B3, B4, or E is possible.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Assembly ACExC 01.2 Intrusive HART

Figure 6: Output drive

[1] Output drive types B, B1 – B4, E and C

[2] Output drive sleeve/output drive plug sleve with bore and keyway
[3] Circlip

Information Spigot at flanges should be loose fit.

4.3.1.1. Multi-turn actuator (with output drive types B1 – B4 or E): mount to valve/gearbox

1. Check if mounting flanges fit together.

2. Check whether bore and keyway match the input shaft.
3. Apply a small quantity of grease to the input shaft.
4. Place multi-turn actuator.
Information: Ensure that the spigot fits uniformly in the recess and that the
mounting faces are in complete contact.
5. Fasten multi-turn actuator with screws according to table.
Information: We recommend applying liquid thread sealing material to the
screws to avoid contact corrosion.
6. Fasten screws crosswise to a torque according to table.

Table 4: Tightening torques for screws

Screws Tightening torque TA [Nm]
Threads Strength class 8.8
M8 25
M10 51
M12 87
M16 214
M20 431

4.3.2. Output drive type A

Application ● Output drive for rising, non-rotating valve stem
● Capable of withstanding thrust
Information To adapt the actuators to output drive types A available on site with flanges F10 and
F14 (year of manufacture: 2009 and earlier), an adapter is required. The adapter
can be ordered from AUMA.

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Assembly

4.3.2.1. Stem nut: finish machining

✔ This working step is only required if stem nut is supplied unbored or with pilot
bore.
Figure 7: Design of output drive type A

[1] Stem nut

[2] Bearing
[2.1] Bearing race
[2.2] Bearing rim
[3] Spigot ring

1. Remove spigot ring [3] from output drive.

2. Remove stem nut [1] together with bearings [2].
3. Remove bearing races [2.1] and bearing rims [2.2] from stem nut [1].
4. Drill and bore stem nut [1] and cut thread.
Information: When fixing in the chuck, make sure stem nut runs true!
5. Clean the machined stem nut [1].
6. Apply sufficient Lithium soap EP multi-purpose grease to bearing rims [2.2] and
bearing races [2.1], ensuring that all hollow spaces are filled with grease.
7. Place greased bearing rims [2.2] and bearing races [2.1] onto stem nut [1].
8. Re-insert stem nut [1] with bearings [2] into output drive.
Information: Ensure that dogs or splines are placed correctly in the keyway of
the hollow shaft.
9. Screw in spigot ring [3] until it is firm against the shoulder.

15
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Assembly ACExC 01.2 Intrusive HART

4.3.2.2. Multi-turn actuator (with output drive type A): mount to valve

Figure 8: Assembly with output drive type A

[1] Valve stem

[2] Output drive type A
[3] Screws to actuator
[4] Valve flange
[5] Screws to output drive

1. If the output drive type A is already mounted to the multi-turn actuator: Loosen
screws [3] and remove output drive type A [2].
2. Check if the flange of output drive type A matches the valve flange [4].
3. Apply a small quantity of grease to the valve stem [1].
4. Place output drive type A on valve stem and turn until it is flush on the valve
flange.
5. Turn output drive type A until alignment of the fixing holes.
6. Screw in fastening screws [5], however do not completely tighten.
7. Fit multi-turn actuator on the valve stem so that the stem nut dogs engage into
the output drive sleeve.
➥ The flanges are flush with each other if properly engaged.
8. Adjust multi-turn actuator until alignment of the fixing holes.
9. Fasten multi-turn actuator with screws [3].
10. Fasten screws [3] crosswise with a torque according to table.

Table 5: Tightening torques for screws

Screws Tightening torque TA [Nm]
Threads Strength class 8.8
M6 11
M8 25
M10 51
M12 87
M16 214
M20 431

11. Turn multi-turn actuator with handwheel in direction OPEN until valve flange
and output drive A are firmly placed together.
12. Tighten fastening screws [5] between valve and output drive type A crosswise
applying a torque according to table.

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Assembly

4.4. Accessories for assembly

4.4.1. Stem protection tube for rising valve stem

— Option —
Figure 9: Assembly of the stem protection tube

[1] Cap for stem protection tube

[2] Stem protection tube
[3] Sealing ring

1. Seal thread with hemp, Teflon tape, or thread sealing material.

2. Screw stem protection tube [2] into thread and tighten it firmly.
3. Push down the sealing ring [3] onto the housing.
4. Check whether cap for stem protection tube [1] is available and in perfect con-
dition.
4.5. Mounting positions of local controls

The mounting position of the local controls is selected according to the order. If, after
mounting the actuator to the valve or the gearbox on site, the local controls are in
an unfavourable position, the mounting position can be changed at a later date. Four
mounting positions are possible.
Figure 10: Mounting positions A and B

17
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Assembly ACExC 01.2 Intrusive HART

Figure 11: Mounting positions C and D

4.5.1. Mounting positions: modify

Flameproof enclosure, danger of explosion!

Risk of death or serious injury.
→ Before opening, ensure that there is no explosive gas and no voltage.
→ Handle cover and housing parts with care.
→ Joint surfaces must not be damaged or soiled in any way.
→ Do not jam cover during fitting.

Electrostatic discharge ESD!

Risk of damage to electronic components.
→ Earth both operators and devices.

1. Loosen screws and remove the local controls.

2. Check whether O-ring is in good condition, correctly insert O-ring.
3. Turn local controls into new position and re-place.

Cable damage due to twisting or pinching!

Risk of functional failures.
→ Turn local controls by a maximum of 180°.
→ Carefully assemble local controls to avoid pinching the cables.

4. Fasten screws evenly crosswise.

18
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Electrical connection

5. Electrical connection
5.1. Basic information

Danger due to incorrect electrical connection

Failure to observe this warning can result in death, serious injury, or property damage.
→ The electrical connection must be carried out exclusively by suitably qualified
personnel.
→ Prior to connection, observe basic information contained in this chapter.
→ After connection but prior to applying the voltage, observe the <Commissioning>
and <Test run> chapters.

Wiring diagram/terminal
The pertaining wiring diagram/terminal plan (both in German and English) is attached
plan to the device in a weather-proof bag, together with these operation instructions. It
can also be requested from AUMA (state order number, refer to name plate) or
downloaded directly from the Internet (http://www.auma.com).
Permissible networks
The controls (actuators) are suitable for for use in TN and TT networks with directly
(supply networks) earthed star point and a maximum voltage of 690 V AC. Use in IT networks is
permitted while observing the respective <Protection on site> for for maiximum supply
voltages of 600 V AC.
Protection on site
For short-circuit protection and for disconnecting the actuator from the mains, fuses
and disconnect switches have to be provided by the customer.

The current values for respective sizing is derived from the current consumption of
the motor (refer to electrical data sheet) plus the current consumption of the controls.

Table 6: Current consumption controls

Mains voltage Max. current consumption
Permissible variation of the mains voltage ±10 % –30 %
100 to 120 V AC 750 mA 1,200 mA
208 to 240 V AC 400 mA 750 mA
380 to 500 V AC 250 mA 400 mA
515 to 690 V AC 200 mA 400 mA

Table 7: Maximum permissible protection

Switchgear Rated power Max. protection
Reversing contactor A1 up to 1.5 kW 16 A (gL/gG)
Reversing contactor A2 up to 7.5 kW 32 A (gL/gG)
Reversing contactor A3 up to 11 kW 63 A (gL/gG)
Thyristor B1 up to 1.5 kW 16 A (g/R) I²t<1,500A²s
Thyristor B2 up to 3 kW 32 A (g/R) I²t<1,500A²s
Thyristor B3 up to 5.5 kW 63 A (g/R) I²t<5,000A²s

If controls are mounted separately from actuator (controls on wall bracket): Consider
length and cross section of connecting cable when defining the protection required.
Use appropriate insulation monitors when working in power installations, for example
an insulation monitor measuring the pulse code.
Power supply for the
In case of external supply of the controls (electronics): The external power supply
controls (electronics) must have a reinforced insulation against the mains voltage in accordance with IEC
61010-1 and may only be supplied by a circuit limited to 150 VA in accordance with
IEC 61010-1.
Safety standards All externally connected devices shall comply with the relevant safety standards.

19
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Electrical connection ACExC 01.2 Intrusive HART

Cable installation in ac- Signal and bus cables are susceptible to interference.
cordance with EMC Motor cables are interference sources.
● Lay cables being susceptible to interference or sources of interference at the
highest possible distance from each other.
● The interference immunity of signal and bus cables increases if the cables are
laid close to the earth potential.
● If possible, avoid laying long cables and make sure that they are installed in
areas being subject to low interference.
● Avoid long parallel paths with cables being either susceptible to interference or
interference sources.
● For the connection of remote position transmitters, screened cables must be
used.
Type of current, mains Type of current, mains voltage and mains frequency must match the data on the
voltage and mains fre- motor name plate.
quency
Figure 12: Motor name plate (example)

[1] Type of current

[2] Mains voltage
[3] Mains frequency (for 3-ph and 1-ph AC motors)
Connecting cables ● For device insulation, appropriate (voltage-proof) cables must be used. Specify
cables for the highest occurring rated voltage.
● Use connecting cables with a minimum temperature range of +80 °C.
● For connecting cables exposed to UV radiation (outdoor installation), use UV
resistant cables.
HART cable recommend- Twisted wire pair, shielded.
ation: For cable length <1 500 m: cross section min. 0.2 mm²
For cable length <1 500 m: cross section min. 0.5 mm²
We recommend selecting 0.75 mm² cross section. For smaller cable length cross
section, the cross section must be enlarged to min. 0.75 mm² using a wire end sleeve
if required and performing an appropriate concentric crimping.
Multiple-twisted pair cables must not be used.
Prior to installation, please note:
● Connection is made as point-to-point topology.
● Respect a distance of minimum 20 cm between HART cables and other cables
if possible. If possible, the cables should be laid in a separate, conductive, and
earthed cable tray.
● Make sure that there are no potential differences between participants.
● Maximum cable length depends on characteristics of devices connected (im-
pedance), of cables used (cable capacity and resistance) and the impedance
of all devices installed between two end devices.

20
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Electrical connection

5.2. Connecting via Ex plug/socket connector with screw-type terminals (KP, KPH)
5.2.1. Terminal compartment: open

Figure 13: Ex plug/socket connector KPH

[1] Cover
[2] Screws for cover
[3] O-ring
[4] Terminal compartment
[5] Terminal board

Hazardous voltage!
Risk of electric shock.
→ Disconnect device from the mains before opening.

1. Loosen screws [2] and remove cover [1].

➥ Terminal compartment [4] is designed for explosion protection Ex e (increased
safety). The flameproof compartment (type of protection Ex d) remains hereby
closed.
2. Insert cable glands with Ex e approval and of size suitable for connection cables.
➥ The enclosure protection IP… stated on the name plate is only ensured if suit-
able cable glands are used. Example: Name plate shows enclosure protection
IP68.

3. Seal cable entries which are not used with approved plugs suitable for the re-
quired protection type.
4. Insert the wires into the cable glands.
5.2.2. Cable connection

Table 8: Cross sections and tightening torques

Type Cross sections Tightening torques
Power terminals (U1, V1, W1) (1.5)1) 2.5 – 6 mm² 2 Nm
PE connection (flexible or solid)
Control contacts (1 to 38) 0.75 – 1.5 mm² 1 Nm
(flexible or solid)

21
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Electrical connection ACExC 01.2 Intrusive HART

1) with small clamp washers

Danger of corrosion: Damage due to condensation!

→ After mounting, commission the device immediately to ensure that heater min-
imises condensation.

1. Remove cable sheathing in a length of 120 – 140 mm.

2. Strip wires.
→ Controls max. 8 mm, motor 12 mm
3. For flexible cables: Use end sleeves according to DIN 46228.
4. Connect cables according to order-related wiring diagram.
Information: Two wires for each connection permitted.
→ When using motor cables with a cross section of 1.5 mm²: Use small clamp
washers for connection to terminals U1, V1, W1 and PE (the small clamp
washers are provided in the electrical connection cover).

In case of a fault: Hazardous voltage while protective earth conductor is NOT

connected!
Risk of electric shock.
→ Connect all protective earth conductors.
→ Connect PE connection to external protective earth conductor of connecting
cables.
→ Start running the device only after having connected the protective earth con-
ductor.

5. Tighten protective earth firmly to PE connection

Figure 14: PE connection

[1] PE connection, control cable

[2] PE connection, motor cable

Information Some actuators are equipped with an additional motor heater. The motor heater
minimises condensation in the motor.

22
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Electrical connection

5.2.3. Terminal compartment: close

Figure 15: Ex plug/socket connector KPH

[1] Cover
[2] Screws for cover
[3] O-ring
[4] Terminal compartment
[5] Terminal board

1. Clean sealing faces of cover [1] and housing.

2. Check whether O-ring [3] is in good condition, replace if damaged.
3. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the O-ring and
insert it correctly.
4. Fit cover [1] and fasten screws [2] evenly crosswise.
5. Fasten cable glands with the specified torque to ensure the required enclosure
protection.

23
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Electrical connection ACExC 01.2 Intrusive HART

5.3. Connecting via Ex plug/socket connector with terminal blocks (KES)

5.3.1. Terminal compartment: open

Figure 16: Ex plug/socket connector: left KES, right KES flameproof

[1] Cover
[2] Screws for cover
[3] O-ring
[4] Terminal compartment: Type of protection Ex e
[5] Terminal compartment: Type of protection Ex d
[6] Frame

Hazardous voltage!
Risk of electric shock.
→ Disconnect device from the mains before opening.

1. Loosen screws [2] and remove cover [1].

➥ Terminal compartments [4] and [5] are designed either in type of protection Ex
e (increased safety) or in type of protection Ex d (flameproof enclosure). Hereby,
the flameproof interior compartment of the actuator (Ex d) remains closed.
2. Insert cable glands with Ex e approval and suitable for connection cables.
➥ The enclosure protection IP… stated on the name plate is only ensured if suit-
able cable glands are used. Example: Name plate shows enclosure protection
IP68.

3. Seal cable entries unused cable entries with approved plugs suitable for the
required protection type.
4. Remove cable sheathing and insert the wires into the cable glands.
5. Fasten cable glands with the specified torque to ensure required enclosure
protection.

24
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Electrical connection

5.3.2. Cable connection

Table 9: Cross sections and tightening torques

Type Cross sections Tightening torques
Power terminals (U, V, W) max. 10 mm² (flexible or solid) 1.5 – 1.8 Nm
PE connection max. 10 mm² (flexible or solid) 3.0 – 4.0 Nm
Control contacts (1 to 50) max.2.5 mm² (flexible), or 0.6 – 0.8 Nm
max. 4 mm² (solid)

Danger of corrosion: Damage due to condensation!

→ After mounting, commission the device immediately to ensure that heater min-
imises condensation.

1. Strip wires.
2. For flexible cables: Use end sleeves according to DIN 46228.
3. Connect cables according to order-related wiring diagram.

In case of a fault: Hazardous voltage while protective earth conductor is NOT

connected!
Risk of electric shock.
→ Connect all protective earth conductors.
→ Connect PE connection to external protective earth conductor of connecting
cables.
→ Start running the device only after having connected the protective earth con-
ductor.

4. Tighten protective earth firmly to PE connection

Figure 17: PE connection

[1] Terminal blocks

[2] Terminal housing
[3] PE connection, symbol:

Information Some actuators are equipped with an additional motor heater. The motor heater
minimises condensation in the motor.

25
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Electrical connection ACExC 01.2 Intrusive HART

5.3.3. Terminal compartment: close

Figure 18: Ex plug/socket connector: left KES, right KES flameproof

[1] Cover
[2] Screws for cover
[3] O-ring
[4] Terminal compartment: Type of protection Ex e
[5] Terminal compartment: Type of protection Ex d
[6] Frame

1. Clean sealing faces of cover [1] and housing.

2. Ex plug/socket connector designed as KES flameproof: Preserve joint surfaces
with an acid-free corrosion protection agent.
3. Check whether O-ring [3] is in good condition, replace if damaged.
4. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the O-ring and
insert it correctly.

Flameproof enclosure, danger of explosion!

Risk of death or serious injury.
→ Handle cover and housing parts with care.
→ Joint surfaces must not be damaged or soiled in any way.
→ Do not jam cover during fitting.

5. Fit cover [1] and fasten screws [2] evenly crosswise.

5.4. Accessories for electrical connection
5.4.1. Controls mounted to wall bracket
The wall bracket allows separate mounting of controls and actuator.
Application ● If the actuator cannot be accessed.
● If the actuator is subjected to high temperatures.
● In case of heavy vibration of the valve.

26
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Electrical connection

Design Figure 19: Design principle with wall bracket

[1] Wall bracket

[2] Connecting cables
[3] Electrical connection of wall bracket (XM)
[4] Electrical connection of actuator (XA)
[5] Electrical connection of controls (XK) – customer connector
Observe prior to connec- ● Permissible length of connecting cables: max. 100 m.
tion ● If the actuator is equipped with a position transmitter (RWG): Connecting cables
must be available as shielded version.
● Versions with potentiometer in the actuator are not suitable.
● We recommend: AUMA cable sets LSW8-KES or LSW9-KP.
● If the AUMA cable set is not used: Use suitable flexible and screened connecting
cables.
● When using connecting cables, e.g. of the heater or switch, requiring direct
wiring from the actuator to the XK customer connector (XA-XM-XK, refer to
wiring diagram), these connecting cables must be subject to an insulation test
in compliance with EN 50178. Connecting cables of position transmitters (RWG,
IWG, potentiometer) do not belong to this group. They may not be subject to
an insulation test.
5.4.2. Parking frame
Application Parking frame for safe storage of a disconnected plug.
For protection against touching the bare contacts and against environmental
influences.
Figure 20: Parking frame and Ex plug/socket connector with screw-type terminals
(KP/KPH)

27
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Electrical connection ACExC 01.2 Intrusive HART

Figure 21: Parking frame and Ex plug/socket connector with terminal blocks (KES)

5.4.3. Protection cover

Protection cover for plug compartment when plug is removed.
The open terminal compartment can be closed using a protective cover (not
illustrated).
5.4.4. Earth connection, external
The housing is equipped with an external earth connection (U-bracket) to connect
the device to the equipotential earth bonding.
Figure 22: Earth connection

28
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Operation

6. Operation

Valve damage due to incorrect basic setting!

→ Prior to electrical operation of the actuator, the basic settings i.e. type of seating,
torque and limit switching have to be completed.

6.1. Manual operation

For purposes of setting and commissioning, in case of motor failure or power failure,
the actuator may be operated manually. Manual operation is engaged by an internal
change-over mechanism.

6.1.1. Manual operation: engage

Damage at the motor coupling due to faulty operation!

→ Engage manual operation only during motor standstill.

1. Press push button.

2. Turn handwheel in desired direction.

→ To close the valve, turn handwheel clockwise:
➥ Drive shaft (valve) turns clockwise in direction CLOSE.

6.1.2. Manual operation: disengage

Manual operation is automatically disengaged when motor is started again. The

handwheel does not rotate during motor operation.

6.2. Motor operation

✔ Perform all commissioning settings and the test run prior to motor operation.

6.2.1. Local actuator operation

Local actuator operation is performed using the push buttons of the local controls of
the AC.

29
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Operation ACExC 01.2 Intrusive HART

Figure 23: Local controls

[1] Push button for operation command in direction OPEN

[2] Push button STOP
[3] Push button for operation command in direction CLOSE
[4] Push button RESET
[5] Selector switch

Hot surfaces, e.g. possibly caused by high ambient temperatures or strong

direct sunlight!
Danger of burns
→ Check surface temperature and wear protective gloves, if required.

→ Set selector switch [5] to position Local control (LOCAL).

➥ The actuator can now be operated using the push buttons [1 – 3].
- Run actuator in direction OPEN: Press push button [1] .
- Stop actuator: Press push button STOP [2].
- Run actuator in direction CLOSE: Press push button [3] .
Information OPEN - CLOSE operation commands can be given either in push-to-run or in self-
retaining operation mode. In self-retaining mode, the actuator runs to the defined
end position after pressing the button, unless another command has been received
beforehand. For further information, please refer to Manual (Operation and setting).

6.2.2. Actuator operation from remote

→ Set selector switch to position Remote control (REMOTE).

➥ Actuator control from Remote can be made either via the analogue setpoint
indication (4 – 20 mA) or via digital HART commands.

6.3. Menu navigation via push buttons (for settings and indications)
Menu navigation for display and setting is made via the push buttons [1 – 4] of the
local controls.

30
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Operation

Set the selector switch [5] to position 0 (OFF) when navigating through the menu.

The bottom row of the display [6] serves as navigation support and explains which
push buttons [1 – 4] are used for menu navigation.
Figure 24:

[1–4] Push buttons or navigation support

[5] Selector switch
[6] Display

Table 10: Important push button functions for menu navigation

Push buttons Navigation sup- Functions
port on display
[1] Up ▲ Change screen/selection
Change values
Enter figures from 0 to 9
[2] Down ▼ Change screen/selection
Change values
Enter figures from 0 to 9
[3] Ok Confirm selection
Save Save
Edit Enter <Edit> menu
Details Display more details
[4] C Setup Enter Main menu
Esc Cancel process
Return to previous display

Backlight ● The display is illuminated in white during normal operation. The backlight turns
to red under fault conditions.
● The screen illumination is brighter when operating a push button. If no push
button is operated for 60 seconds, the display will become dim again.
6.3.1. Menu layout and navigation

Groups The indications on the display are divided into 3 groups:

31
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Operation ACExC 01.2 Intrusive HART

Figure 25: Groups

[1] Startup menu

[2] Status menu
[3] Main menu

ID Status menu and main menu are marked with an ID.

Figure 26: Marking with ID

S ID starts with S = status menu

M ID starts with M = main menu
Group selection It is possible to select between status menu S and main menu M:
For this, set selector switch to 0 (OFF), hold down push button C for approx. 2
seconds until a screen containing the ID M... appears.
Figure 27: Select menu groups

You return to the status menu if:

● the push buttons on the local controls have not been operated within 10 minutes
● or by briefly pressing C
Direct display via ID When entering the ID within the main menu, screens can be displayed directly (without
clicking through).
Figure 28: Direct display (example)

Display indicates in the bottom row: Go to

1. Press push button Go to.
Display indicates: Go to menu M0000
2. Use push buttons Up ▲ Down ▼ to select figures 0 to 9.
3. Press push button Ok to confirm first digit.
4. Repeat steps 2 and 3 for all further digits.
5. To cancel the process: Press C Esc.
6.4. User level, password
User level The user level defines which menu items or parameters can be displayed or modified
by the active user.
There are 6 different user levels. The user level is indicated in the top row:

32
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Operation

Figure 29: User level display (example)

Password A password must be entered to allow parameter modification. The display indicates:
Password 0***
A specific password is assigned to each user level and permits different actions.

Table 11: User levels and authorisations

Designation (user level) Authorisation/password
Observer (1) Verify settings
No password required
Operator (2) Change settings
Default factory password: 0000
Maintenance (3) Reserved for future extensions
Specialist (4) Change device configuration
e.g. type of seating, assignment of output
contacts
Default factory password: 0000
Service (5) Service staff
Change configuration settings
AUMA (6) AUMA administrator

6.4.1. Password entry

1. Select desired menu and hold down push button for approx. 3 seconds.
➥ Display indicates the set user level, e.g Observer (1)
2. Press Up ▲to select a higher user level and press Ok to confirm.
➥ Display shows: Password 0***
3. Use push buttons Up ▲ Down ▼ to select figures 0 to 9.
4. Confirm first digit of password via push button Ok.
5. Repeat steps 1 and 2 for all further digits.
➥ Having confirmed the last digit with Ok, access to all parameters within one
user level is possible if the password entry is correct.

6.4.2. Password change

Only the passwords of same or lower user level may be changed.
Example: The user is signed in as Specialist (4). This authorises him or her to modify
the passwords between user levels (1) to (4).
Device configuration M0053
Service functions M0222
Change passwords M0229
Menu point Service functions M0222 is only visible if user level has been set to
Specialist (4) or higher.

Select main menu 1. Set selector switch to position 0 (OFF).

2. Press push button C Setup and hold it down for approx. 3 seconds.
➥ Display goes to main menu and indicates: ▶ Display...

33
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Operation ACExC 01.2 Intrusive HART

Change passwords 3. Select parameter Change passwords either:

→ click via the menu to parameter, or
→ via direct display: press and enter ID M0229
- Display indicates: ▶ Change passwords
- The user level is indicated in the top row (1 – 6), e.g.:

- For user level 1 (view only), passwords cannot be changed. To change pass-
words, you must change to a higher user level. For this, enter a password via
a parameter.
4. For a user level between 2 and 6: Press push button Ok.
➥ The display indicates the highest user level, e.g.: For user 4
5. Select user level via push buttons Up ▲ Down ▼ and confirm with Ok.
➥ Display indicates: ▶ Change passwords Password 0***
6. Enter current password (→ enter password).
➥ Display indicates: ▶ Change passwords Password (new) 0***
7. Enter new password (→ enter password).
➥ Display indicates: ▶ Change passwords For user 4 (example)
8. Select next user level via push buttons Up ▲ Down ▼ or cancel the process
via Esc.
6.5. Language in the display
The AUMATIC display is multilingual.
6.5.1. Language change

Display... M0009
Language M0049

Select main menu 1. Set selector switch to position 0 (OFF).

2. Press push button C Setup and hold it down for approx. 3 seconds.
➥ Display goes to main menu and indicates: ▶ Display...
Change language 3. Press Ok.
➥ Display indicates: ▶ Language
4. Press Ok.
➥ Display indicates the selected language, e.g.: ▶ Deutsch
5. The bottom row of the display indicates:
→ Save → continue with step 10
→ Edit → continue with step 6
6. Press Edit.
➥ Display indicates: ▶ Observer (1)
7. Select user level via Up ▲ Down ▼ resulting in the following significations:
→ black triangle: ▶ = current setting
→ white triangle: ▷ = selection (not saved yet)
8. Press Ok.
➥ Display indicates: Password 0***

34
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Operation

9. Enter password (→ enter password).

➥ Display indicates: ▶ Language and Save (bottom row)
Language selection 10. Select new language via Up ▲ Down ▼ resulting in the following significa-
tions:
→ black triangle: ▶ = current setting
→ white triangle: ▷ = selection (not saved yet)
11. Confirm selection via Save.
➥ The display changes to the new language.The new language selection is saved.

35
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Indications ACExC 01.2 Intrusive HART

7. Indications
7.1. Indications during commissioning
LED test When switching on the power supply, all LEDs on the local controls illuminate for
approx. 1 second. This optical feedback indicates that the voltage supply is connected
to the controls and all LEDs are operable.
Figure 30: LED test

Language selection During the self-test, the language selection can be activated so that the selected
language is immediately indicated in the display. For this, set selector switch [5] to
position 0 (OFF).
Activate language selection:
1. Display indicates in the bottom row: Language selection menu? 'Reset'
2. Press push button RESET and hold it down until the following text is displayed
in the bottom line: Language menu loading, please wait.
Figure 31: Self-test

The language selection menu follows the startup menu.

Startup menu The current firmware version is displayed during the startup procedure:
Figure 32: Startup menu with firmware version: 04.00.00–xxxx

If the language selection feature has been activated during the self-test, the menu
for selecting the display language will now be indicated. For further information on
language setting, please refer to chapter <Language in the display>.
Figure 33: Language selection

If no entry is made over a longer period of time (approx. 1 minute), the display
automatically returns to the first status indication.
7.2. Indications in the display
Status bar
The status bar (first row in the display) indicates the operation mode [1], the presence
of an error [2] and the ID number [3] of the current display indication.

36
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Indications

Figure 34: Information in the status bar (top)

[1] Operation mode

[2] Error symbol (only for faults and warnings)
[3] ID number: S = Status page
Navigation support If further details or information are available with reference to the display, the following
indications Details or More appear in the navigation support (bottom display row).
Then, further information can be displayed via the push button.
Figure 35: Navigation support (bottom)

[1] shows list with detailed indications

[2] shows further available information
The navigation support (bottom row) is faded out after approx. 3 seconds. Press any
push button (selector switch in position 0 (OFF)) to fade in the navigation support.
7.2.1. Feedback indications from actuator and valve

Display indications depend on the actuator version.

Valve position (S0001)
This indication is only available if a position transmitter (potentiometer, RWG or
MWG) is installed in the actuator.
● S0001 on the display indicates the valve position in % of the travel.
● The bargraph display appears after approx. 3 seconds.
● When issuing an operation command, an arrow indicates the direction
(OPEN/CLOSE).
Figure 36: Valve position and direction of operation

Reaching the preset end positions is additionally indicated via symbols (CLOSED)
and (OPEN).
Figure 37: End position CLOSED/OPEN reached

0% Actuator is in end position CLOSED

100% Actuator is in end position OPEN

37
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Indications ACExC 01.2 Intrusive HART

Torque (S0002)
The indication is only available if the actuator is equipped with an MWG (magnetic
limit and torque transmitter).
● S0002 on the display indicates the torque applied at the actuator output.
● The bargraph display appears after approx. 3 seconds.
Figure 38: Torque

Select unit The push button allows to select the unit displayed (percent %, Newton metre Nm
or "foot-pound" ft-lb
Figure 39: Units of torque

Display in percent 100 % indication equals the max. torque indicated on the name plate of the actuator.
Example: SA 07.5 with 20 – 60 Nm.
● 100 % corresponds to 60 Nm of nominal torque.
● 50 % corresponds to 30 Nm of nominal torque.
Operation commands (S0003)
The display S0003 indicates:
● active operation commands, like e.g.: Operation in direction CLOSE or in direc-
tion OPEN
● the actual value E2 as bargraph indication and as value between 0 and 100 %.
● for setpoint control (positioner): setpoint E1
● for stepping mode or for intermediate positions with operation profile: pivot
points and operation behaviour of pivot points
The navigation support (bottom row) is faded out after approx. 3 seconds and the
axis/axes for pivot point display are shown.
OPEN - CLOSE control Active operation commands (OPEN, CLOSE, ...) are shown above the bargraph
display. The figure below shows the operation command in direction CLOSE.
Figure 40: Display for OPEN - CLOSE control

E2 Actual position value

38
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Indications

Setpoint control If the positioner is enabled and activated, the bargraph indication for E1 (position
setpoint) is displayed.
The direction of the operation command is displayed by an arrow above the bargraph
indication. The figure below shows the operation command in direction CLOSE.
Figure 41: Display for setpoint control (positioner)

E1 Position setpoint
E2 Actual position value
Pivot point axis The pivot points and their operation behaviour (operation profile) are shown on the
pivot point axis by means of symbols.
The symbols are only displayed if at least one of the following functions is activated:
Operation profile M0294
Timer CLOSE M0156
Timer OPEN M0206
Figure 42: Examples: on the left pivot points (intermediate positions); on the right
stepping mode

Table 12: Symbols along the pivot point axis

Symbol Pivot point (intermediate position) Stepping mode
with operation profile
| Pivot point without reaction End of stepping mode
Stop during operation in direction Start of stepping mode in direction
CLOSE CLOSE
Stop during operation in direction Start of stepping mode in direction
OPEN OPEN
Stop during operation in directions –
OPEN and CLOSE
Pause for operation in direction CLOSE –
Pause for operation in direction OPEN –
Pause for operation in directions OPEN –
and CLOSE

Multiport valve positions (S0017)

In case of active multiport valve function, the display S0017 indicates a second
bargraph display with set positions (valve connections) above the actual position
value E2. Positions (P1, P2, ...) are displayed with a black triangle . Push buttons
are used to select positions. Both positions and the actual position value E2 are
displayed in degrees.

39
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Indications ACExC 01.2 Intrusive HART

Figure 43: Status indication for multiport valve (example P4 = 180°)

P (P1, P2, ...) selected position (1, 2, ...)

(– –) no position selected
E2 Actual position value

7.2.2. Status indications according to AUMA classification

These indications are available, if the parameter Diagnostic classific. M0539 is set
to AUMA.
Warnings (S0005)
If a warning has occurred, the display shows S0005:
● the number of warnings occurred
● a blinking question mark after approx. 3 seconds
Figure 44: Warnings

For further information, please also refer to <Corrective action>.

Not ready REMOTE (S0006)
The S0006 display shows indications of the Not ready REMOTE group.
If such an indication has occurred, the display shows S0006:
● the number of indications occurred
● a blinking crossbar after approx. 3 seconds
Figure 45: Not ready REMOTE indications

For further information, please also refer to <Corrective action>.

Fault (S0007)
If a fault has occurred, the display shows S0007:
● the number of faults occurred
● a blinking exclamation mark after approx. 3 seconds

40
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Indications

Figure 46: Fault

For further information, please also refer to <Corrective action>.

7.2.3. Status indications according to NAMUR recommendation

These indications are available, if the parameter Diagnostic classific. M0539 is set
to NAMUR.
Out of Specification (S0008)
The S0008 indication shows out of specification indications according to NAMUR
recommendation NE 107.
If such an indication has occurred, the display shows S0008:
● the number of indications occurred
● a blinking triangle with question mark after approx. 3 seconds
Figure 47: Out of specification

For further information, please also refer to <Corrective action>.

Function check (S0009)
The S0009 indication shows function check indications according to NAMUR
recommendation NE 107.
If an indication has occurred via the function check, the display shows S0009:
● the number of indications occurred
● a blinking triangle with a spanner after approx. 3 seconds
Figure 48: Function check

For further information, please also refer to <Corrective action>.

Maintenance required (S0010)
The S0010 indication shows maintenance indications according to NAMUR
recommendation NE 107.
If such an indication has occurred, the display shows S0010:
● the number of indications occurred
● a blinking square with an oil can after approx. 3 seconds

41
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Indications ACExC 01.2 Intrusive HART

Figure 49: Maintenance required

For further information, please also refer to <Corrective action>.

Failure (S0011)
The S0011 indication shows the causes of the failure indication according to NAMUR
recommendation NE 107.
If such an indication has occurred, the display shows S0011:
● the number of indications occurred
● a blinking circle with a cross after approx. 3 seconds
Figure 50: Failure

For further information, please also refer to <Corrective action>.

7.3. Mechanical position indicator/running indication
— Option —
Mechanical position indicator:
● Continuously indicates the valve position
(For complete travel from OPEN to CLOSED or vice versa, the indicator disc
[2] rotates by approximately 180° to 230°.)
● Indicates whether the actuator is running (running indication)
● Indicates that the end positions are reached (via indicator mark [3])
Figure 51: Mechanical position indicator

[1] Cover
[2] Indicator disc
[3] Mark
[4] Symbol for position OPEN
[5] Symbol for position CLOSED

42
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Indications

7.4. Indication lights

Figure 52: Arrangement and signification of indication lights

[1] Marking with symbols (standard)

[2] Marking with figures 1 – 6 (option)
1 End position CLOSED reached (blinking: for operation in direction CLOSE)
2 Tc Torque fault CLOSE
3 Motor protection tripped
4 To Torque fault OPEN
5 End position OPEN reached (blinking: for operation in direction OPEN)
6 Bluetooth connection

Modify indication light assignment (indications)

Different indications can be assigned to LEDs 1 – 5.

Device configuration M0053
Local controls M0159
Indication light 1 (left) M0093
Indication light 2 M0094
Indication light 3 M0095
Indication light 4 M0096
Indicat. light 5 (right) M0097
Signal interm. pos. M0167
Defaut values (Europe):
Indication light 1 (left) = End p. CLOSED, blink
Indication light 2 = Torque fault CLOSE
Indication light 3 = Thermal fault
Indication light 4 = Torque fault OPEN
Indicat. light 5 (right) = End p. OPEN, blink
Signal interm. pos. = OPEN/CLOSED = Off
Further setting values:
Refer to Manual (Operation and setting).

43
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Signals ACExC 01.2 Intrusive HART

8. Signals
8.1. Signals via HART

HART offers different feedback signals. Configuration is possible for both data
structure and data contents.
For details regarding feedback signals via HART interface, please refer to the Manual
(Device integration) HART.
8.2. Status signals via output contacts (digital outputs)
Characteristics Output contacts are used to send status signals (e.g. reaching the end positions,
selector switch position, faults...) as binary signals to the control room.
Status signals only have two states: active or inactive. Active means that the
conditions for the signal are fulfilled.
8.2.1. Assignment of outputs

The output contacts (outputs DOUT 1 – 6) can be assigned to various signals.

Required user level: Specialist (4) or higher.
Device configuration M0053
I/O interface M0139
Digital outputs M0110
Signal DOUT 1 M0109
Default values:
Signal DOUT 1 = Fault
Signal DOUT 2 = End position CLOSED
Signal DOUT 3 = End position OPEN
Signal DOUT 4 = Selector sw. REMOTE
Signal DOUT 5 = Torque fault CLOSE
Signal DOUT 6 = Torque fault OPEN
8.2.2. Encoding of outputs
● High active = output contact closed = signal active
● Low active = output contact open = signal active
Required user level: Specialist (4) or higher.
Device configuration M0053
I/O interface M0139
Digital outputs M0110
Coding DOUT 1 M0102
8.3. Analogue signals
Valve position Signal: E2 = 0/4 – 20 mA (galvanically isolated)
Designation in the wiring diagram:
ANOUT1 (position)
For further information on this topic, please refer to Manual (Operation and setting).

44
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Commissioning (basic settings)

9. Commissioning (basic settings)

1. Set selector switch to position 0 (OFF).

Information: The selector switch is not a mains switch. When positioned to 0

(OFF), the actuator cannot be operated. The controls' power supply is
maintained.
2. Switch on the power supply.
Information: Please consider the heat-up time for ambient temperatures below
–20 °C.
3. Perform basic settings.
9.1. Type of seating: set

Valve damage due to incorrect setting!

→ The type of seating must suit the valve.
→ Only change the setting with the consent of the valve manufacturer.

Customer settings M0041

Type of seating M0012
End position CLOSED M0086
End position OPEN M0087
Default value: Limit
Setting values:
Limit Seating in end positions via limit switching.
Torque Seating in end positions via torque switching.

Select main menu 1. Set selector switch to position 0 (OFF).

2. Press push button C Setup and hold it down for approx. 3 seconds.
➥ Display goes to main menu and indicates: ▶ Display...
Select parameter 3. Select parameter either:
→ click via the menu to parameter, or
→ via direct display: press and enter ID M0086 or M0087
➥ Display indicates: End position CLOSED
CLOSE or OPEN 4. Use Up ▲ Down ▼ to select:
→ ▶ End position CLOSED
→ ▶ End position OPEN
➥ The black triangle ▶ indicates the current selection.
5. Press Ok.
➥ Display indicates the current setting: Limit or Torque
➥ The bottom row of the display indicates either:
- Edit → continue with step 6
- Save → continue with step 10

45
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Commissioning (basic settings) ACExC 01.2 Intrusive HART

6. Press Edit.
➥ Display indicates: ▶ Specialist (4)
Log on user 7. Use Up ▲ Down ▼ to select user:
Information: Required user level: Specialist (4) or higher
➥ The symbols have the following meaning:
- black triangle: ▶ = current setting
- white triangle: ▷ = selection (not saved yet)
8. Press Ok.
➥ Display indicates: Password 0***
9. Enter password (→ enter password).
➥ The screen indicates the pre-set type of seating (▶ Limit or ▶ Torque) by means
of a black triangle ▶.
Change settings 10. Select new setting Up ▲ Down ▼ resulting in the following significations:
➥ The symbols have the following meaning:
- black triangle: ▶ = current setting
- white triangle: ▷ = selection (not saved yet)
11. Confirm selection via Save.
➥ The setting for the type of seating is complete.
12. Back to step 4 (CLOSED or OPEN): Press Esc .
9.2. HART address (slave address): set
HART address adaptation is only required for multidrop operation. Without multidrop
operation, address 0 must be set.
Customer settings M0041
HART M1238
Address M1253
Default value: 0
Setting range: 0 – 63

Select main menu 1. Set selector switch to position 0 (OFF).

2. Press push button C Setup and hold it down for approx. 3 seconds.
➥ Display goes to main menu and indicates: ▶ Display...
Set HART address 3. Select parameter either:
→ (by clicking through the menu)
→ or press and enter ID M0098 (direct selection)
➥ Display indicates: Address
4. Press Ok.
➥ Display shows the set address.
5. The bottom row of the display indicates:
→ Edit → continue with step 6
→ Up ▲ Down ▼ → continue with step 10
6. Press Edit.
➥ Display indicates: Observer (1)

46
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Commissioning (basic settings)

7. Select access level via Up ▲ Down ▼ resulting in the following significations:

→ black triangle: ▶ = current setting
→ white triangle: ▷ = selection (not yet saved)
Information: Required access level: Specialist (4) or higher
8. Press Ok.
➥ Display indicates: Password 0***
9. Enter password (→ enter password).
➥ Display shows the set address.
10. Enter new address via Up ▲ Down ▼.
Information: The address range is displayed in round brackets on the screen.
11. Confirm selection via Save.
➥ The HART address setting is complete.

9.3. Switch compartment: open

The switch compartment must be opened to perform the following settings (options).

Flameproof enclosure, danger of explosion!

Risk of death or serious injury.
→ Before opening, ensure that there is no explosive gas and no voltage.
→ Handle cover and housing parts with care.
→ Joint surfaces must not be damaged or soiled in any way.
→ Do not jam cover during fitting.

1. Loosen screws [2] and remove cover [1] from the switch compartment.

47
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Commissioning (basic settings) ACExC 01.2 Intrusive HART

2. If indicator disc [3] is available:

Remove indicator disc [3] using a spanner (as lever).
Information: To avoid damage to paint finish, use spanner in combination with
soft object, e.g. fabric.

9.4. Torque switching: set

Once the set torque is reached, the torque switches will be tripped (overload protection
of the valve).
Information The torque switches may also trip during manual operation.

Valve damage due to excessive tripping torque limit setting!

→ The tripping torque must suit the valve.
→ Only change the setting with the consent of the valve manufacturer.

Figure 53: Torque measuring heads

[1] Torque switching head black in direction CLOSE

[2] Torque switching head white in direction OPEN
[3] Lock screws
[4] Torque dials

1. Loosen both lock screws [3] at the indicator disc.

2. Turn torque dial [4] to set the required torque (1 da Nm = 10 Nm). Example:
- Black torque switching head set to approx. 25 da Nm ≙ 250 Nm for direction
CLOSE
- White torque switching head set to approx. 20 da Nm ≙ 200 Nm for direction
OPEN
3. Fasten lock screws [3] again.
Information: Maximum tightening torque: 0.3 – 0.4 Nm
➥ The torque switch setting is complete.

9.5. Limit switching: set

The limit switching records the travel. When reaching the preset position, switches
are operated.

48
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Commissioning (basic settings)

Figure 54: Setting elements for limit switching

Black section:
[1] Setting spindle: End position CLOSED
[2] Pointer: End position CLOSED
[3] Mark: End position CLOSED is set
White section:
[4] Setting spindle: End position OPEN
[5] Pointer: End position OPEN
[6] Mark: End position OPEN is set

9.5.1. End position CLOSED (black section): set

1. Engage manual operation.

2. Turn handwheel clockwise until valve is closed.
3. Turn handwheel by approximately half a turn (overrun) in the opposite direction.
4. Press down and turn setting spindle [1] with screw driver in direction of the
arrow and observe the pointer [2]: While a ratchet click is felt and heard, the
pointer [2] moves 90° every time.
5. If the pointer [2] is 90° from mark [3]: Continue turning slowly.
6. If the pointer [2] moves to mark [3]: Stop turning and release setting spindle.
➥ The end position CLOSED setting is complete.
7. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.5.2. End position OPEN (white section): set

1. Engage manual operation.

2. Turn handwheel counterclockwise until valve is open.
3. Turn handwheel by approximately half a turn (overrun) in the opposite direction.
4. Press down and turn setting spindle [4] with screw driver in direction of the
arrow and observe the pointer [5]: While a ratchet click is felt and heard, the
pointer [5] moves 90° every time.
5. If the pointer [5] is 90° from mark [6]: Continue turning slowly.
6. If the pointer [5] moves to mark [6]: Stop turning and release setting spindle.
➥ The end position OPEN setting is complete.
7. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.

49
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Commissioning (basic settings) ACExC 01.2 Intrusive HART

9.6. Intermediate positions: set

— Option —
Actuators equipped with DUO limit switching contain two intermediate position
switches. One intermediate position may be set for each running direction.
Figure 55: Setting elements for limit switching

Black section:
[1] Setting spindle: Running direction CLOSE
[2] Pointer: Running direction CLOSE
[3] Mark: Intermediate position CLOSED is set
White section:
[4] Setting spindle: Running direction OPEN
[5] Pointer: Running direction OPEN
[6] Mark: Intermediate position OPEN is set

Information After 177 turns (control unit for 1 – 500 turns/stroke) or 1,769 turns (control unit for
1 – 5,000 turns/stroke), the intermediate switches release the contact.
9.6.1. Running direction CLOSE (black section): set

1. Move valve in direction CLOSE to desired intermediate position.

2. If you override the tripping point inadvertently: Turn valve in opposite direction
and approach intermediate position again in direction CLOSE.
Information: Always approach the intermediate position in the same direction
as in later electrical operation.
3. Press down and turn setting spindle [1] with screw driver in direction of the
arrow and observe the pointer [2]: While a ratchet click is felt and heard, the
pointer [2] moves 90° every time.
4. If the pointer [2] is 90° from mark [3]: Continue turning slowly.
5. If the pointer [2] moves to mark [3]: Stop turning and release setting spindle.
➥ The intermediate position setting in running direction CLOSE is complete.
6. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.6.2. Running direction OPEN (white section): set

1. Move valve in direction OPEN to desired intermediate position.

2. If you override the tripping point inadvertently: Move valve in opposite direction
and approach intermediate position again in direction OPEN (always approach
the intermediate position in the same direction as in later electrical operation).

50
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Commissioning (basic settings)

3. Press down and turn setting spindle [4] with screw driver in direction of the
arrow and observe the pointer [5]: While a ratchet click is felt and heard, the
pointer [5] moves 90° every time.
4. If the pointer [5] is 90° from mark [6]: Continue turning slowly.
5. If the pointer [5] moves to mark [6]: Stop turning and release setting spindle.
➥ The intermediate position setting in running direction OPEN is complete.
6. If you override the tripping point inadvertently (ratchet click is heard after the
pointer has snapped): Continue turning the setting spindle in the same direction
and repeat setting process.
9.7. Test run
Perform test run only once all settings previously described have been performed.

9.7.1. Direction of rotation: check

1. Move actuator manually to intermediate position or to sufficient distance from

end position.
2. Set selector switch to position Local control (LOCAL).

3. Switch on actuator in running direction CLOSE and observe the direction of

rotation:
with indicator disc: step 4
without indicator disc: step 5 (hollow shaft)
→ Switch off before reaching the end position.
4. With indicator disc:
→ Observe direction of rotation.
➥ The direction of rotation is correct, if actuator runs in direction CLOSE
and indicator disc turns counterclockwise.

51
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Commissioning (basic settings) ACExC 01.2 Intrusive HART

5. Without the indicator disc:

→ Unscrew threaded plug [1] and seal [2] or cap for stem protection tube [4]
and observe direction of rotation at hollow shaft [3] or the stem [5].
➥ The direction of rotation is correct, if actuator runs in direction CLOSE and
hollow shaft or stem turn clockwise.
Figure 56: Hollow shaft/stem

[1] Threaded plug

[2] Seal
[3] Hollow shaft
[4] Cap for stem protection tube
[5] Stem
[6] Stem protection tube

9.7.2. Limit switching: check

1. Set selector switch to position Local control (LOCAL).

2. Operate actuator using push buttons OPEN, STOP, CLOSE.

➥ The limit switching is set correctly if (default indication):
- the yellow indication light/LED1 is illuminated in end position CLOSED
- the green indication light/LED5 is illuminated in end position OPEN
- the indication lights go out after travelling into opposite direction.
➥ The limit switching is set incorrectly if:
- the actuator comes to a standstill before reaching the end position
- one of the red indication lights/LEDs is illuminated (torque fault)
- the status indication S0007 in the display signals a fault.
3. If the end position setting is incorrect: Reset limit switching.
4. If the end position setting is correct and no options (e.g. potentiometer, position
transmitter) are available: Close switch compartment.
9.7.3. Reference operation position feedback: perform
For actuators with position feedback (RWG, potentiometer), a reference operation
has to be performed once the limit switching setting was changed to ensure that the
position feedback (0/4 – 20 mA) supplies correct values:

52
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Commissioning (basic settings)

→ Operate actuator electrically (via the push buttons OPEN and CLOSE of the
local controls) once to end position OPEN and once to end position CLOSED.

9.8. Potentiometer
— Option —
The potentiometer is used as travel sensor and records the valve position.
Setting elements The potentiometer is housed in the actuator switch compartment. The switch
compartment must be opened to perform any settings. ➔ Refer to <Switch
compartment: open>.
Setting is made via potentiometer [1].
Figure 57: View on control unit

[1] Potentiometer

9.8.1. Potentiometer setting

Information Due to the ratio of the reduction gearing, the complete resistance range/stroke is not
always covered. Therefore, external adjustment (setting potentiometer) must be
provided.
1. Move valve to end position CLOSED.
2. Turn potentiometer [1] clockwise to the stop.
➥ End position CLOSED corresponds to 0 %
➥ End position OPEN corresponds to 100 %
3. Turn potentiometer [1] slightly in opposite direction.
4. Perform fine-tuning of the zero point at external setting potentiometer (for remote
indication).
9.9. Electronic position transmitter RWG
— Option —
The electronic position transmitter RWG records the valve position. On the basis of
the actual position value measured by the potentiometer (travel sensor), it generates
a current signal between 0 – 20 mA or 4 – 20 mA.
Technical data
Table 13: RWG 4020
Data 3-wire or 4-wire system 2-wire system
Output current Ia 0 – 20 mA, 4 – 20 mA 4 – 20 mA
Power supply UV 1) 24 V DC (18 – 32 V) 14 V DC + (I x RB), max. 30 V
Max. current consumption 24 mA at 20 mA output current 20 mA
Max. load RB 600 Ω (UV – 14 V)/20 mA
Impact of power supply 0.1 %/V 0.1 %/V
Load influence 0.1 %/(0 – 600 Ω) 0.1 %/100 Ω

53
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Commissioning (basic settings) ACExC 01.2 Intrusive HART

Data 3-wire or 4-wire system 2-wire system

Temperature impact < 0.3 ‰/K
Ambient temperature2) –60 °C to +80 °C
Transmitter potentiometer 5 kΩ
1) Power supply possible via: AC, AM controls or external power supply
2) Depending on temperature range of the actuator: Refer to name plate

Setting elements The RWG is housed in the actuator switch compartment. The switch compartment
must be opened to perform any settings. Refer to <Switch compartment: open>.
Setting is made via three potentiometers [1], [2] and [3].
Figure 58: View on control unit when switch compartment is open

[1] Potentiometer (travel sensor)

[2] Potentiometer min. (0/4 mA)
[3] Potentiometer max. (20 mA)
[4] Measuring point (+) 0/4 – 20 mA
[5] Measuring point (–) 0/4 – 20 mA
The output current (measuring range 0 – 20 mA) can be checked at measuring points
[4] and [5].

9.9.1. Measuring range: set

For measuring range setting, voltage must be applied at the position transmitter.

1. Move valve to end position CLOSED.

2. Connect ammeter for 0 – 20 mA to measuring points [4 and 5].
3. Turn potentiometer [1] clockwise to the stop.
4. Turn potentiometer [1] slightly in opposite direction.
5. Turn potentiometer [2] clockwise until output current starts to increase.
6. Turn potentiometer [2] in opposite direction until the following value is reached:
- for 0 – 20 mA approx. 0.1 mA
- for 4 – 20 mA approx. 4.1 mA
➥ This ensures that the signal remains above the dead and live zero point.
7. Move valve to end position OPEN.
8. Set potentiometer [3] to end value 20 mA.
9. Approach end position CLOSED again and check minimum value (0.1 mA or
4.1 mA). If necessary, correct the setting.
Information If the maximum value cannot be reached, the selection of the reduction gearing must
be checked.

9.10. Mechanical position indicator: set

— Option —

1. Place indicator disc on shaft.

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Commissioning (basic settings)

2. Move valve to end position CLOSED.

3. Turn lower indicator disc until symbol (CLOSED) is in alignment with the
mark on the cover.

4. Move actuator to end position OPEN.

5. Hold lower indicator disc in position and turn upper disc with symbol (OPEN)
until it is in alignment with the mark on the cover.

6. Move valve to end position CLOSED again.

7. Check settings:
If the symbol (CLOSED) is no longer in alignment with mark on the cover:
7.1 Repeat setting procedure.
7.2 Check whether the appropriate reduction gearing has been selected, if
required.

9.11. Switch compartment: close

Danger of corrosion due to damage to paint finish!

→ Touch up damage to paint finish after work on the device.

1. Clean sealing faces of housing and cover.

2. Preserve joint surfaces with an acid-free corrosion protection agent.
3. Check whether O-ring [3] is in good condition, replace if damaged.
4. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the O-ring and
insert it correctly.

55
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Commissioning (basic settings) ACExC 01.2 Intrusive HART

Flameproof enclosure, danger of explosion!

Risk of death or serious injury.
→ Handle cover and housing parts with care.
→ Joint surfaces must not be damaged or soiled in any way.
→ Do not jam cover during fitting.

5. Place cover [1] on switch compartment.

6. Fasten screws [2] evenly crosswise.

56
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Corrective action

10. Corrective action

10.1. Faults during commissioning

Table 14: Faults during commissioning

Fault description Possible causes Remedy
Mechanical position indicator Reduction gearing is not suitable for Exchange reduction gearing.
cannot be set. turns/stroke of the actuator.
Fault in end position The overrun was not considered when setting Determine overrun: Overrun = travel covered
Actuator runs to end stop al- the limit switching. from switching off until complete standstill.
though the limit switches work The overrun is generated by the inertia of Set limit switching again considering the
properly. both the actuator and the valve and the delay overrun (turn handwheel back by the amount
time of the controls. of the overrun).
Position transmitter RWG Reduction gearing is not suitable for Exchange reduction gearing.
Measurement range 4 – 20 mA turns/stroke of the actuator.
or maximum value 20 mA cannot
be set.
Limit and/or torque switches do Switch is defective or switch setting is incor- Check setting, if required, reset end positions.
not trip. rect. → Check switches and replace them, if re-
quired.

Switch check
The red test buttons [1] and [2] are used for manual operation of the switches:

1. Turn test button [1] in direction of the TSC arrow: Torque switch CLOSED trips.
3. Turn test button [2] in direction of the TSO arrow: Torque switch OPEN trips.
If the actuator is equipped with a DUO limit switching (option), the intermediate
position switches (LSA and LSB) will be operated at the same time as the torque
switches.
1. Turn test button [1] in direction of the LSC arrow: Limit switch CLOSED trips.
2. Turn test button [2] in direction of the LSO arrow: Limit switch OPEN trips.
10.2. Fault indications and warning indications

Faults interrupt or prevent the electrical actuator operation. In the event of a fault,
the display backlight is red.
Warnings have no influence on the electrical actuator operation. They only serve
for information purposes.
Collective signals include further indications which can be displayed via the
Details push button.

Table 15: Faults and warnings via status indications in the display
Indication on display Description/cause For indicated value > 0:
Warnings S0005 Collective signal 02: Press push button Details.
Indicates the number of active warnings. For details, refer to <Warnings and Out of
specification> table.
Not ready REMOTE S0006 Collective signal 04: Press push button Details.
Indicates the number of active signals. For details, refer to <Not ready REMOTE and
Function check> table.
Fault S0007 Collective signal 03: Press push button Details to display a list
Indicates the number of active faults. of detailed indications.
The actuator cannot be operated. For details, refer to <Faults and Failure> table.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Corrective action ACExC 01.2 Intrusive HART

Indication on display Description/cause For indicated value > 0:

Out of specification S0008 Collective signal 07: Press push button Details.
Indication according to NAMUR recommenda- For details refer to <Warnings and Out of
tion NE 107 specification> table.
Actuator is operated outside the normal oper-
ation conditions.
Function check S0009 Collective signal 08: Press push button Details.
Indication according to NAMUR recommenda- For details, refer to <Not ready REMOTE and
tion NE 107 Function check> table.
The actuator is being worked on; output sig-
nals are temporarily invalid.
Maintenance required S0010 Collective signal 09: Press push button Details to display a list
Indication according to NAMUR recommenda- of detailed indications.
tion NE 107
Recommendation to perform maintenance.
Failure S0011 Collective signal 10: Press push button Details to display a list
Indication according to NAMUR recommenda- of detailed indications.
tion NE 107 For details, refer to <Faults and Failure> table.
Actuator function failure, output signals are
invalid

Table 16: Warnings and Out of specification

Indication on display Description/cause Remedy
Config. warning Collective signal 06: Press push button Details to display a list
Possible cause: of individual indications.
Configuration setting is incorrect. For a description of the individual signals, refer
The device can still be operated with restric- to Manual (Operation and setting).
tions.
Internal warning Collective signal 15: Press push button Details to display a list
Device warnings of individual indications.
The device can still be operated with restric- For a description of the individual signals, refer
tions. to Manual (Operation and setting).
24 V DC external The external 24 V DC voltage supply of the Check 24 V DC voltage supply.
controls has exceeded the power supply limits.
Wrn on time running Warning on time max. running time/h ex- ● Check modulating behaviour of actuator.
ceeded ● Check parameter Perm. running time/h
M0356, re-set if required.
Wrn on time starts Warning on time max. number of motor starts ● Check modulating behaviour of actuator.
(starts) exceeded ● Check parameter Permissible starts/h
M0357, re-set if required.
Failure behav. active The failure behaviour is active since all re- Verify signals:
quired setpoints and actual values are incor- ● Setpoint E1
rect. ● Actual value E2
● Actual process value E4
Wrn input AIN 1 Warning: Loss of signal analogue input 1 Check wiring.
Wrn input AIN 2 Warning: Loss of signal analogue input 2 Check wiring.
Wrn setpoint position Warning: Loss of signal of actuator setpoint Check setpoint signal.
position
Possible causes:
Input signal for setpoint = 0 (signal loss)
Op. time warning The set time (parameter Perm.op. time, The warning indications are automatically
manual M0570) has been exceeded. The cleared once a new operation command is
preset operating time is exceeded for a com- executed.
plete travel from end position OPEN to end ● Check valve.
position CLOSED. ● Check parameter Perm.op. time, manual
M0570.
Wrn controls temp. Temperature within controls housing too high Measure/reduce ambient temperature.
Wrn motor temp. Temperature within motor winding too high Check actuator sizing, correct accordingly.
Wrn gearbox temp. Temperature within actuator gear housing too Check actuator sizing, correct accordingly.
high

58
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Corrective action

Indication on display Description/cause Remedy

RTC not set Real time clock has not yet been set. Set time.
RTC button cell Voltage of the RTC button cell is too low. Replace button cell.
PVST fault Partial Valve Stroke Test (PVST) could not be Check actuator (PVST settings).
successfully completed.
PVST abort Partial Valve Stroke Test (PVST) was aborted Perform RESET or restart PVST.
or could not be started.
Wrn no reaction No actuator reaction to operation commands ● Check movement at actuator.
within the set reaction time. ● Check parameter Reaction time M0634.
Wrn FOC Optical receiving signal (channel 1) incorrect Check/repair FO cables.
(no or insufficient Rx receive level) or RS-485
format error (incorrect bit(s))
Wrn FO cable budget Warning: FO cable system reserve reached Check/repair FO cables.
(critical or permissible Rx receive level)
Wrn FOC connection Warning FO cable connection is not available. Fit FO cable connection.
Torque wrn OPEN Limit value for torque warning in direction Check parameter Wrn torque OPEN M0768,
OPEN exceeded. re-set if required.
Torque wrn CLOSE Limit value for torque warning in direction Check parameter Wrn torque CLOSE M0769,
CLOSE exceeded. re-set if required.

Table 17: Faults and Failure

Indication on display Description/cause Remedy
Configuration error Collective signal 11: Press push button Details to display a list
Configuration error has occurred. of individual indications.
For a description of the individual signals, refer
to Manual (Operation and setting).
Config. error REMOTE Collective signal 22: Press push button Details to display a list
Configuration error has occurred. of individual indications.
For a description of the individual signals, refer
to Manual (Operation and setting).
Internal error Collective signal 14: AUMA service
Internal error has occurred. Press push button Details to display a list
of individual indications.
For a description of the individual signals, refer
to Manual (Operation and setting).
Torque fault CLOSE Torque fault in direction CLOSE Perform one of the following measures:
● Issue operation command in direction
OPEN.
● Set selector switch to position Local con-
trol (LOCAL) and reset fault indication via
push button RESET.
Torque fault OPEN Torque fault in direction OPEN Perform one of the following measures:
● Issue operation command in direction
CLOSE.
● Set selector switch to position Local con-
trol (LOCAL) and reset fault indication via
push button RESET.
Phase fault ● When connecting to a 3-ph AC system and Test/connect phases.
with internal 24 V DC supply of the elec-
tronics: Phase 2 is missing.
● When connecting to a 3-ph or 1-ph AC
system and with external 24 V DC supply
of the electronics: One of the phases L1,
L2 or L3 is missing.
Incorrect phase seq The phase conductors L1, L2 and L3 are Correct the sequence of the phase conductors
connected in the wrong sequence. L1, L2 and L3 by exchanging two phases.
Only applicable if connected to a 3-ph AC
system.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Corrective action ACExC 01.2 Intrusive HART

Indication on display Description/cause Remedy

Mains quality Due to insufficient mains quality, the controls ● Check mains voltage.
cannot detect the phase sequence (sequence ●
Check parameter Tripping time M0172,
of phase conductors L1, L2 and L3) within the
pre-set time frame provided for monitoring. extend time frame if required.
Thermal fault Motor protection tripped ● Cool down, wait.
● If the fault indication display persists after
cooling down:
- Set selector switch to position Local
control (LOCAL) and reset fault indic-
ation via push button RESET.
● Check fuses.
Fault no reaction No actuator reaction to operation commands Check movement at actuator.
within the set reaction time.

Table 18: Not ready REMOTE and Function check (collective signal 04)
Indication on display Description/cause Remedy
Wrong oper. cmd Collective signal 13: ● Check operation commands (send one
Possible causes: operation command only).
● Several operation commands (e.g. OPEN
● Set parameter Positioner to Function act-
and CLOSE simultaneously, or OPEN and
ive.
SETPOINT operation simultaneously)
● Check setpoint.
● A setpoint is present and the positioner is
Press push button Details to display a list
not active
of individual indications.
● For fieldbus: Setpoint exceeds 100.0 % For a description of the individual signals, refer
to Manual (Operation and setting).
Sel. sw. not REMOTE Selector switch is not in position REMOTE. Set selector switch to position REMOTE.
Service active Operation via service interface (Bluetooth) and Exit service software.
service software AUMA CDT.
Disabled Actuator is in operation mode Disabled. Check setting and status of function <Local
controls enable>.
EMCY stop active The EMERGENCY stop switch has been op- ● Enable EMERGENCY stop switch.
erated. The motor control power supply (con- ●
Reset EMERGENCY stop state by means
tactors or thyristors) is disconnected.
of Reset command.
EMCY behav. active Operation mode EMERGENCY is active ● Detect cause for EMERGENCY signal.
(EMERGENCY signal was sent). ● Verify failure source.
0 V are applied at the EMERGENCY input.
● Apply +24 V DC at EMERGENCY input.
I/O interface The actuator is controlled via the I/O interface Check I/O interface.
(parallel).
Handwheel active Manual operation is activated. Start motor operation.
Interlock An interlock is active. Check interlock signal.
Interlock by-pass By-pass function is interlocked. Check states of main and by-pass valve.
PVST active Partial Valve Stroke Test (PVST) is active. Wait until PVST function is complete.

10.3. Fuses
10.3.1. Fuses within the actuator controls

Fuses used

F1/F2 Primary fuses on power supply unit

G fuse F1/F2 AUMA art. no.

Size 6.3 x 32 mm
Reversing contactors 1 A T; 500 V K002.277
Power supply ≤ 500 V
Reversing contactors 2 A FF; 690 V K002.665
Power supply > 500 V

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Corrective action

G fuse F1/F2 AUMA art. no.

Thyristor units for motor power up to 1.5 kW 1 A T; 500 V K002.277
Thyristor units for motor power up to 3.0 kW
Thyristor units for motor power up to 5.5 kW

F3 Internal 24 V DC supply

G fuse according to IEC 60127-2/III F3 AUMA art. no.

Size 5 x 20 mm
Voltage output (power supply unit) = 24 V 2.0 A T; 250 V K006.106
Voltage output (power supply unit) = 115 V 2.0 A T; 250 V K006.106

F4 Internal 24 V AC supply (115 V AC) for:

● Heater, switch compartment, reversing contactors control
● PTC tripping device
● for 115 V AC also control inputs OPEN - STOP - CLOSE

G-fuse according to IEC 60127-2/III F4 AUMA art. no.

Size 5 x 20 mm
Voltage output (power supply unit) = 24 V 1.25 A T; 250 V K001.184
Voltage output (power supply unit) = 115 V — —

F5 Automatic reset fuse as short-circuit protection for external 24 V DC supply for

customer (see wiring diagram)
Replace fuses F1/F2

Information Only valid for version with electrical connection of KES type.

Hazardous voltage!
Risk of electric shock.
→ Disconnect device from the mains before opening.

1. Loosen screws [1] and remove plug/socket connector [2].

2. Pull fuse holder [3] out of pin carrier, open fuse cover and replace old fuses by
new ones.
Fuses F3/F4 (F1/F2): test /replace

Information For versions with electrical connection type KP/KPH, the fuses (F1/F2) are located
on the PSU board.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Corrective action ACExC 01.2 Intrusive HART

1. Loosen screws [1] and remove cover [2] on the rear of the actuator controls.

The power supply unit has measurement points (solder pins) allowing to perform
a resistance (continuity) measurement:
Verifying Measuring points
F1 MTP1 – MTP2
F2 MTP3 – MTP4
F3 MTP5 – MTP6
F4 MTP7 – MTP8

2. To replace defective fuses:. Carefully loosen power supply unit [3] and pull out.
(The fuses are on the equipped part of the power supply board).

Cable damage due to pinching!

Risk of functional failures.
→ Carefully assemble power supply unit to avoid pinching the cables.

10.3.2. Motor protection (thermal monitoring)

In order to protect against overheating and impermissibly high surface temperatures

at the actuator, PTC thermistors or thermoswitches are embedded in the motor
winding. The thermoswitch is tripped as soon as the max. permissible winding
temperature has been reached.
The actuator is switched off and the following signals are given:
● LED 3 (thermal fault) on the local controls is illuminated.
● Status indication S0007 displays a fault. The fault Thermoswitch is displayed
when selecting Details.
The motor has to cool down before the operation can be resumed. Depending on
the parameter setting, the fault signal is either automatically reset or the fault signal
has to be reset using the push button Reset in selector switch position LOCAL.
For further information to this topic, please refer to Manual (Operation and setting).

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Servicing and maintenance

11. Servicing and maintenance

Damage caused by inappropriate maintenance!

→ Servicing and maintenance must be carried out exclusively by suitably qualified
personnel having been authorised by the end user or the contractor of the plant.
Therefore, we recommend contacting our service.
→ Only perform servicing and maintenance tasks when the device is switched off.

AUMA
AUMA offer extensive service such as servicing and maintenance as well as customer
Service & Support product training. For the relevant contact addresses, please refer to <Addresses>
in this document or to the Internet (www.auma.com).

11.1. Preventive measures for servicing and safe operation

The following measures are required to ensure safe device operation:

6 months after commissioning and then every year
● Carry out visual inspection:
Cable entries, cable glands, blanking plugs, etc. have to be checked for correct
tightness and sealing.
Respect torques according to manufacturer's details.
● Check fastening screws between actuator and gearbox/valve for tightness. If
required, fasten screws while applying the tightening torques as indicated in
chapter <Assembly>.
● When rarely operated: Perform test run.
● For devices with output drive A: Press in Lithium soap EP multi-purpose grease
on mineral oil base at the grease nipple with a grease gun.
● Lubrication of the valve stem must be done separately.
Figure 59: Output drive type A

[1] Output drive type A

[2] Grease nipple

Table 19: Grease quantities for bearing of output drive type A

Output drive A 07.2 A 10.2 A 14.2 A 16.2
Quantity [g] 1) 1.5 2 3 5
1) For grease at density r = 0.9 kg/dm³

For enclosure protection IP68

After continuous immersion:

● Check actuator.
● In case of ingress of water, locate leaks and repair, dry device correctly and
check for proper function.
11.2. Disconnection from the mains

If the device must be dismantled, e.g. for service purposes, it can be separated from
the mains without having to remove the wiring.

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Servicing and maintenance ACExC 01.2 Intrusive HART

Flameproof enclosure, danger of explosion!

Risk of death or serious injury.
→ Before opening, ensure that there is no explosive gas and no voltage.
→ Handle cover and housing parts with care.
→ Joint surfaces must not be damaged or soiled in any way.
→ Do not jam cover during fitting.

Figure 60: top: KP/KPH, bottom: KES

[1] Cover
[2] Screws for housing
[3] O-ring
[4] Terminal compartment
[5] Terminal board (KP, KPH)
[6] Frame (KES)

Removing the plug: 1. Loosen the screws [2].

2. Remove plug/socket connector.
➥ Hereby, cover [1] and terminal board [5] or frame [6] remain together.
3. Seal open plug/socket connection, e.g. using AUMA protection cover and
parking frame.
Fitting the plug: 4. Clean sealing faces at the cover and the housing.
5. Preserve joint surfaces with an acid-free corrosion protection agent.
6. Check whether O-ring [3] is in good condition, replace if damaged.
7. Apply a thin film of non-acidic grease (e.g. petroleum jelly) to the O-ring and
insert it correctly.
8. Replace plug/socket connector and fasten screws evenly crosswise.
11.3. Maintenance

Lubrication ● In the factory, the gear housing is filled with grease.

● Grease change is performed during maintenance
- Generally after 4 to 6 years for modulating duty.
- Generally after 6 to 8 years if operated frequently (open-close duty).
- Generally after 10 to 12 years if operated rarely (open-close duty).
● We recommend exchanging the seals when changing the grease.

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Servicing and maintenance

● No additional lubrication of the gear housing is required during operation.

Notes regarding the ● Check actuator visually. Ensure that no outside damage or changes are visible.
maintenance ● The electric connection cables must be without damage and wired correctly.
● Do a thorough touch-up of possible damage to paint finish to prevent corrosion.
Original paint in small quantities can be supplied by AUMA.
● Cable entries, cable glands, plugs etc. have to be checked for correct tightness
and sealing. Consider torques according to manufacturer's details. If required,
replace the components. Only use components which have an EC type exam-
ination certificate.
● Check whether Ex connections are fastened correctly.
● Take care of possible discolouration of the terminals and wires. This would in-
dicate an increased temperature.
● For Ex housings, pay special attention to a possible collection of water. This
may originate from “breathing” due to severe temperature variations (e. g.
change of night and day), from damaged seals etc. Remove any water immedi-
ately.
● Check the flame path gaps of flameproof enclosures for dirt and corrosion.
● Since the dimensions of all flameproof joints are strictly defined and inspected,
no mechanical work (such as grinding) shall be performed on them. The joint
surfaces have to be cleaned chemically (e. g. with Esso-Varsol).
● Prior to fitting, preserve joint surfaces with an acid-free corrosion protection
agent (e. g. Esso Rust-BAN 397).
● Ensure that all housing covers are handled carefully and that the seals are
checked.
● All cable and motor protection components have to be checked.
● If defects impairing the safety are detected during maintenance, repair measures
have to be initiated without delay.
● Any kind of surface coating for the joint surfaces is not permitted.
● When exchanging parts, seals etc. only original spare parts shall be used.
11.4. Disposal and recycling
Our devices have a long lifetime. However, they have to be replaced at one point in
time. The devices have a modular design and may, therefore, easily be separated
and sorted according to materials used, i.e.:
● electronic scrap
● various metals
● plastics
● greases and oils
The following generally applies:
● Greases and oils are hazardous to water and must not be released into the
environment.
● Arrange for controlled waste disposal of the disassembled material or for sep-
arate recycling according to materials.
● Observe the national regulations for waste disposal.

65
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Technical data ACExC 01.2 Intrusive HART

12. Technical data

Information The following technical data includes standard and optional features. For detailed
information on the customer-specific version, refer to the order-related data sheet.
The technical data sheet can be downloaded from the Internet at www.auma.com
in both German and English (please state the order number).

12.1. Technical data Multi-turn actuators

Features and functions

Explosion protection Standard: Standard version (ATEX):
● II 2G Ex de IIC (IIB, IIB+H2) T4 (T3) Gb
● II 2D Ex tb IIIC T130°C (T190°C) Db IP68
● II 2G c IIC T4
Standard version (IECEx):
● Ex de IIC (IIB, IIB+H2) T4 (T3) Gb
● Ex tb IIIC T130°C (190°C) Db IP68
For actual version, refer to actuator name plate
EC type examination certificate DEKRA 11 ATEX 0008 X
DEKRA 12 ATEX 0143 X
IECEx DEK 12.0022 X
Type of duty Standard: Short-time duty S2 - 15 min (multi-turn actuators for open-close duty)
Intermittent duty S4 - 25 % (multi-turn actuators for modulating duty)
Option: Short-time duty S2 - 30 min (multi-turn actuators for open-close duty)
Intermittent duty S4 - 50 % (multi-turn actuators for modulating duty)
For nominal voltage and 40 °C ambient temperature and at average load with 35 % of the
max. torque
Motors Standard: 3-ph AC asynchronous motor, type IM B9 according to IEC 60034
Option: 1-phase AC motor, type IM B9 according to IEC 60034
DC shunt motor, type IM B14 according to IEC 60034
DC compound motor, type IM B14 according to IEC 60034
Mains voltage, mains frequency Refer to motor name plate
Permissible variation of mains voltage: ±10 %
Permissible variation of mains frequency: ±5 % (for 3-phase and 1-phase AC current)
Overvoltage category Category III according to IEC 60364-4-443
Insulation class Standard: F, tropicalized
Option: H, tropicalized
Motor protection Standard: 3-phase and 1-phase AC current motors: PTC thyristors (according to DIN 44082)
DC motors: Without
Option: Thermoswitches (NC) in the actuator and in the thermal overload relay of controls
Self-locking Self-locking: Output speeds up to 90 rpm (50 Hz), 108 rpm (60 Hz)
NOT Self-locking: Output speeds up to 125 rpm (50 Hz), 150 rpm (60 Hz)
Multi-turn actuators are self-locking, if the valve position cannot be changed from standstill
while torque acts upon the output drive.
Motor heater (option) Voltages: 110 – 120 V AC, 220 – 240 V AC or 400 V AC (externally supplied)
Power depending on the size 12.5 – 25 W
Manual operation Manual drive for setting and emergency operation, handwheel does not rotate during elec-
trical operation.
Option: Handwheel lockable
Handwheel stem extension
Power tool for emergency operation with square 30 mm or 50 mm
Indication for manual operation Indication whether manual operation is active/not active via single switch (1 change-over
(option) contact)

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SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Technical data

Features and functions

Valve attachment Standard: B1 according to EN ISO 5210
Option: A, B2, B3, B4 according to EN ISO 5210
A, B, D, E according to DIN 3210
C according to DIN 3338
Special output drive types: AF, AK, AG, B3D, ED, DD, IB1, IB3
A prepared for permanent lubrication of stem

Electromechanical control unit

Limit switching Counter gear mechanism for end positions OPEN and CLOSED
Turns per stroke: 2 to 500 (standard) or 2 to 5,000 (option)
Standard: Single switches (1 NC and 1 NO) for each end position, not galvanically isolated
Options: Tandem switches (2 NC and 2 NO) for each end position, switches galvanically
isolated
Triple switches (3 NC and 3 NO) for each end position, switches galvanically
isolated
Intermediate position switch (DUO limit switching), adjustable for any position
Torque switching Torque switching adjustable for directions OPEN and CLOSE
Standard: Single switches (1 NC and 1 NO) for each direction, not galvanically isolated
Options: Tandem switches (2 NC and 2 NO) for each direction, switches galvanically
isolated
Position feedback signal, ana- Potentiometer or 0/4 – 20 mA (EWG/RWG)
logue (option)
Mechanical position indicator Continuous indication, adjustable indicator disc with symbols OPEN and CLOSED
(option)
Running indication Blinker transmitter (option for modulating actuators)
Heater in switch compartment Standard: Self-regulating PTC heater, 5 – 20 W, 110 – 250 V AC/DC
Options: 24 – 48 V AC/DC or 380 – 400 V AC
A resistance type heater of 5 W, 24 V AC is installed in the actuator in combination with AM
or AC actuator controls.

Technical data for limit and torque switches

6
Mechanical lifetime 2 x 10 starts
Silver plated contacts:
U min. 24 V AC/DC
U max. 250 V AC/DC
I min. 20 mA
I max. AC current 5 A at 250 V (resistive load)
3 A at 250 V (inductive load, cos phi = 0.6)
I max. DC current 0.4 A at 250 V (resistive load)
0.03 A at 250 V (inductive load, L/R = 3 µs)
7 A at 30 V (resistive load)
5 A at 30 V (inductive load, L/R = 3 µs)
Gold plated contacts
U min. 5V
U max. 30 V
I min. 4 mA
I max. 400 mA

Technical data for blinker transmitter

7
Mechanical lifetime 10 starts
Silver plated contacts:
U min. 10 V AC/DC
U max. 250 V AC/DC
I max. AC current 3 A at 250 V (resistive load)
2 A at 250 V (inductive load, cos phi ≈ 0.8)
I max. DC current 0.25 A at 250 V (resistive load)

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 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Technical data ACExC 01.2 Intrusive HART

Technical data for handwheel activation switches

6
Mechanical lifetime 10 starts
Silver plated contacts:
U min. 12 V DC
U max. 250 V AC
I max. AC current 3 A at 250 V (inductive load, cos phi = 0.8)
I max. DC current 3 A at 12 V (resistive load)

Service conditions
Use Indoor and outdoor use permissible
Mounting position Any position
Installation altitude ≤ 2 000 m above sea level
> 2,000 m above sea level, on request
Ambient temperature Standard: –40 °C to +40/ 60 °C
Options: –50 °C to +40 °C/+60 °C (1-phase AC motors)
–60 °C to +40 °C/+60 °C (3-phase AC motors)
For exact version, refer to actuator name plate.
Enclosure protection according Standard: IP68
to EN 60529 For special motors differing enclosure protection: refer to name plate.
Option: DS Terminal compartment additionally sealed against interior (double sealed)
According to AUMA definition, enclosure protection IP68 meets the following requirements:
● Depth of water: Maximum 8 m head of water
● Duration of continuous immersion in water: Maximum 96 hours
● Up to 10 operations during continuous immersion
Modulating duty is not possible during continuous immersion.
For actual version, refer to actuator name plate.
Pollution degree Pollution degree 4 (when closed) according to EN 50178
Vibration resistance according 2 g, from 10 to 200 Hz
to IEC 60068-2-6 Resistant to vibration during start-up or for failures of the plant. However, a fatigue strength
may not be derived from this. Valid for multi-turn actuators in version AUMA NORM (with
AUMA plug/socket connector, without actuator controls). Not valid in combination with
gearboxes.
Corrosion protection Standard: KS: Suitable for installation in industrial units, in water or power plants with a
low pollutant concentration as well as for installation in occasionally or perman-
ently aggressive atmosphere with a moderate pollutant concentration (e.g. waste
water treatments plants, chemical industry)
Option: KX: Suitable for installation in extremely aggressive atmospheres with high hu-
midity and high pollutant concentration
KX-G : same as KX, however aluminium-free version (outer parts)
Finish coating Powder coating
Two-component iron-mica combination
Colour Standard: AUMA silver-grey (similar to RAL 7037)
Option: Other colours are possible on request.
Lifetime AUMA multi-turn actuators meet or even exceed the lifetime requirements of EN 15714-2.
Detailed information can be provided on request.

Further information
EU Directives ATEX Directive: (94/9/EC)
Electromagnetic Compatibility (EMC): (2004/108/EC)
Low Voltage Directive: (2006/95/EC)
Machinery Directive: (2006/42/EC)

68
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Technical data

12.2. Technical data Actuator controls

Features and functions

Explosion protection Standard: Standard version (ATEX):
● II 2G Ex de IIC (IIB, IIB+H2) T4 (T3) Gb
● II 2D Ex tb IIIC T130°C (T190°C) Db IP68
Standard version (IECEx):
● Ex de IIC (IIB, IIB+H2) T4 (T3) Gb
● Ex tb IIIC T130°C (190°C) Db IP68
For actual version, refer to actuator name plate
EC type examination certificate In combination with SAEx: DEKRA 11ATEX0008 X
Power supply Refer to name plates at controls and motor
Mains frequency Permissible variation of mains voltage: ±10 %
Permissible variation of mains voltage: ±30 % (option)
Permissible variation of mains frequency: ±5 %
External supply of the electron- 24 V DC +20 % / –15 %
ics (option) Current consumption: Basic version approx. 250 mA, with options up to 500 mA
External power supply must have reinforced insulation against mains voltage in accordance
with IEC 61010-1 and may only be supplied by a circuit limited to 150 VA in accordance with
IEC 61010-1.
Current consumption Current consumption of the controls depending on mains voltage:
For permissible variation of mains voltage of ±10 %:
● 100 to 120 V AC = max. 740 mA
● 208 to 240 V AC = max. 400 mA
● 380 to 500 V AC = max. 250 mA
● 515 to 690 V AC = max. 200 mA
For permissible variation of mains voltage of ±30 %:
● 100 to 120 V AC = max. 1,200 mA
● 208 to 240 V AC = max. 750 mA
● 380 to 500 V AC = max. 400 mA
● 515 to 690 V AC = max. 400 mA
Overvoltage category Category III according to IEC 60364-4-443
Rated power The controls are designed for the rated motor power, refer to motor name plate
Switchgear Standard: Reversing contactors (mechanically and electrically interlocked) for AUMA power
classes A1/A2
Options: Reversing contactors (mechanically and electrically interlocked) for AUMA power
class A3
Thyristor unit for mains voltage up to 500 V AC (recommended for modulating
actuators) for AUMA power classes B1 and B2
Reversing contactors are designed for a lifetime of 2 million starts. For applications requiring
a high number of starts, we recommend using thyristor units.
For the assignment of AUMA power classes, please refer to electrical data on actuator.
Control and feedback signals Via HART interface
Device class: Actuator
Analogue 4 – 20 mA setpoint with digital HART communication
HART interface ● 2 free analogue inputs (0/4 – 20 mA), 4 free digital inputs
with additional input signals - Signal transmission is made via HART interface
(option)
● OPEN, STOP, CLOSE, EMERGENCY, I/O interface inputs
- OPEN, STOP, CLOSE, EMERGENCY control inputs
- I/O interface for selecting the control type (HART or additional binary OPEN, STOP,
CLOSE input signals)
Voltage and current values of Standard 24 V DC, current consumption: approx. 10 mA per input
the optional additional inputs Options: 48 V DC, current consumption: approx. 7 mA per input
60 V DC, current consumption: approx. 9 mA per input
115 V DC, current consumption: approx. 15 mA per input
115 V AC, current consumption: approx. 15 mA per input
All input signals must be supplied with the same potential.
Status signals Via HART interface

69
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Technical data ACExC 01.2 Intrusive HART

Features and functions

HART interface Additional output signals (only available in combination with additional input signals)
with additional output signals Binary output signals
(option) ● 6 programmable output contacts:
- 5 potential-free NO contacts with one common, max. 250 V AC, 1 A (resistive load)
Standard assignment: End position CLOSED, end position OPEN, selector switch
REMOTE, torque fault CLOSE, torque fault OPEN
- 1 potential-free change-over contact, max. 250 V AC, 5 A (resistive load)
Standard assignment: Collective fault signal (torque fault, phase failure, motor protec-
tion tripped)
● 6 programmable output contacts:
- 5 change-over contacts with one common, max. 250 V AC, 1 A (resistive load)
- 1 potential-free change-over contact, max. 250 V AC, 5 A (resistive load)
● 6 programmable output contacts:
- 6 potential-free change-over contacts without one common, per contact max. 250 V
AC, 5 A (resistive load)
All binary output signals must be supplied with the same potential.
Analogue output signal for position feedback
● Galvanically isolated position feedback E2 = 0/4 – 20 mA (load max. 500 Ω)
Voltage output Standard: Auxiliary voltage 24 V DC, max. 100 mA for supply of control inputs, galvanically
isolated from internal voltage supply
Option: Auxiliary voltage 115 V AC, max. 30 mA for supply of control inputs, galvanically
isolated from internal voltage supply
Not possible in combination with PTC tripping device
Local controls Standard: ● Selector switch LOCAL - OFF - REMOTE (lockable in all three positions)
● Push buttons OPEN, STOP, CLOSE, RESET
- Local STOP
The actuator can be stopped via push button Stop of local controls if the
selector switch is in position REMOTE. Not activated when leaving the
factory.
● 6 indication lights:
- End position and running indication CLOSED (yellow), torque fault CLOSE
(red), motor protection tripped (red), torque fault OPEN (red), end position
and running indication OPEN (green), Bluetooth (blue)
● Graphic LC display, illuminated
Options: ● Special colours for the 5 indication lights:
- End position CLOSED (green), torque fault CLOSE (blue), torque fault
OPEN (yellow), motor protection tripped (white), end position OPEN (red)
Bluetooth Bluetooth class II chip, version 2.0 with a range up to 10 m in industrial environments. Supports
Communication interface the SPP Bluetooth profile (Serial Port Profile).
Programming software:
AUMA CDT, commissioning and diagnostic tool for Windows-based PCs, PDAs and smart-
phones
Application functions Standard: ● Switch-off mode adjustable
- Limit or torque seating for end positions OPEN and CLOSED
● Torque by-pass, adjustable up to 5 seconds (no torque monitoring during
start-up time)
● Start and end of stepping mode as well as ON and OFF times (1 to 1,800
seconds) can be set individually for directions OPEN and CLOSE.
● Any 8 intermediate positions between 0 and 100 %, reaction and signal be-
haviour programmable
● Positioner
- Position setpoint via HART interface
- Automatic adaptation of dead band (adaptive behaviour selectable)
- Change-over between OPEN - CLOSE control and setpoint control via
HART interface
Option: ● PID controller with adaptive positioner, 0/4 – 20 mA inputs for process setpoint
and actual process value

70
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Technical data

Features and functions

Safety functions Standard: ● EMERGENCY operation, behaviour programmable
- Digital input low active
- Reaction can be selected: Stop, run to end position CLOSED, run to end
position OPEN, run to intermediate position
- Torque monitoring can be by-passed during EMERGENCY operation.
● Local STOP
- The actuator can be stopped via push button Stop of local controls if the
selector switch is in position REMOTE. Not activated when leaving the
factory.
Monitoring functions ● Valve overload protection (adjustable), results in switching off and generates fault signal
● Motor temperature monitoring (thermal monitoring), results in switching off and generates
fault indication
● Monitoring the heater within actuator, generates warning signal
● Monitoring of permissible on-time and number of starts (adjustable), generates warning
signal
● Operation time monitoring (adjustable), generates warning signal
● Phase failure monitoring, results in switching off and generates fault signal
● Automatic correction of rotation direction upon wrong phase sequence (3-ph AC current)
Diagnostic functions ● Electronic device ID with order and product data
● Operating data logging: A resettable counter and a lifetime counter each for:
- Motor running time, number of starts, torque switch trippings in end position CLOSED,
limit switch trippings in end position CLOSED, torque switch trippings in end position
OPEN, limit switch trippings in end position OPEN, torque faults CLOSE, torque faults
OPEN, motor protection trippings
● Time-stamped event report with history for setting, operation and faults:
- Status signals according to NAMUR recommendation NE 107: "Failure", "Function
check", "Out of specification", "Maintenance required"
● Torque characteristics
- 3 torque characteristics (torque-travel characteristic) for opening and closing directions
can be saved separately. Torque characteristics stored can be shown on the display.
Motor protection evaluation Standard: PTC tripping device in combination with PTC thermistors within actuator motor
Options: Additional thermal overload relay in controls combined with thermoswitches
within actuator

Electrical connection Standard: Ex plug/socket connector with screw-type terminals (KP)

Options: ● Ex plug/socket connector with terminal blocks (KES), increased safety Ex e
● Ex plug/socket connector with terminal blocks (KES), flameproof enclosure
Ex d
Threads for cable entries Standard: Metric threads
Options: Pg-threads, NPT-threads, G-threads
Wiring diagram Refer to name plate

Setting/programming the HART interface

Setting the HART address The HART address is set via HART command 6 or alternatively via the display of AC 01.2
controls (default value: 0)

71
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Technical data ACExC 01.2 Intrusive HART

Commands and signals of the HART interface

Output data Device class: "Actuator"
Supported control types:
● Loop Current Mode activated:
Analogue 4 – 20 mA control signal for position setpoint
● Loop Current Mode deactivated:
Digital HART commands for position setpoint (0 – 100.0 %) or for discrete operation in
directions OPEN and CLOSE
Feedback signals End positions OPEN, CLOSED
Position setpoint
Actual torque value, requires magnetic limit and torque transmitter (MWG) in actuator
Selector switch in position LOCAL/REMOTE
Running indication (directional)
Torque switches OPEN, CLOSED
Limit switches OPEN, CLOSED
Manual operation by handwheel or via local controls
Analogue (2) and digital (4) customer inputs
Device Status Informationen
● Field Device Status
● Device Specific Status
● Extended Device Status Information
● Standardized Status
● Analog Channel Saturated
● Analog Channel Fixed
Fehlermeldungen Motor protection tripped
Torque switch tripped in mid-travel
One phase missing
Failure of analogue customer inputs

72
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Technical data

General HART data

Communication protocol HART according to IEC 61158 and IEC 61784 (CPF 9)
Network topology Point-to-point wiring
Communication signal HART, baud rate 1.2 kbit/s
Device class: "Actuator"
● FSK (Frequency Shift Key) modulated to 4 – 20 mA setpoint signal
● Input impedance: 250 Ω. The impedances of other HART devices connected within the
loop (parallel or in series) must be within the HART specification.
● Point-to-point wiring
● Signal range: 4 – 20 mA
● Working range: 2 – 22 mA
● Minimum operation voltage: 7 V (at 22 mA)
● Integrated reverse polarity protection
HART cable specification Refer to HART specification
Power supply Internal power supply of HART interface via actuator controls (apart from HART supply
voltage, no other supply required)
Device identification Manufacturer name: AUMA
Manufacturer ID: 0x607C
HART protocol revision: 7.4
Number of device variables: 12
Model name: AUMATIC AC 01.2/ACExC 01.2
Device type code: 0xE1FD
Supported HART commands ● Universal Commands
● Common Practice Commands:
- Command 33 (Read Device Variables)
- Command 40 (Enter/Exit Fixed Current Mode)
- Command 42 (Perform Device Reset)
- Command 45 (Trim Loop Current Zero)
- Command 46 (Trim Loop Current Gain)
- Command 50 (Read Dynamic Variable Assignments)
- Command 79 (Write Device Variable)
- Command 95 (Read Device Communication Statistics)
● Device Specific Commands:
- Command 128 (Write Operation Command)
- Command 131 (Read Software Version)
- Command 132 (Reset to Factory Default)
- Command 133 (Reset Operational Data)
- Command 134 (Reset HART Configuration)
- Command 160 (Read Parameter)
- Command 161 (Write Parameter)
- Command 162 (Read Process Data)

Service conditions
Use Indoor and outdoor use permissible
Mounting position Any position
Installation altitude ≤ 2 000 m above sea level
> 2,000 m above sea level, on request
Ambient temperature Standard: –25 °C to +40 °C/+60 °C
Options: –60 °C to +40 °C/+60 °C, extreme low temperature version
Low temperature versions incl. heating system for connection to external power
supply 230 V AC or 115 V AC.
For exact version, refer to actuator controls name plate.
Humidity Up to 100 % relative humidity across the entire permissible temperature range

73
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Technical data ACExC 01.2 Intrusive HART

Service conditions
Enclosure protection according IP68 with AUMA 3-phase AC motor/1-phase AC motor
to EN 60529 Terminal compartment additionally sealed against interior (double sealed)
According to AUMA definition, enclosure protection IP68 meets the following requirements:
● Depth of water: Maximum 8 m head of water
● Duration of continuous immersion in water: Maximum 96 hours
● Up to 10 operations during continuous immersion
Modulating duty is not possible during continuous immersion.
For exact version, refer to actuator controls name plate.
Pollution degree according to Pollution degree 4 (when closed)
EN 60664-1 (VDE 0110-1)
Vibration resistance according 1 g, from 10 Hz to 200 Hz
to IEC 60068-2-6 Resistant to vibration during start-up or for failures of the plant. However, a fatigue strength
may not be derived from this. Not valid in combination with gearboxes.
Corrosion protection Standard: KS: Suitable for installation in industrial units, in water or power plants with a
low pollutant concentration as well as for installation in occasionally or perman-
ently aggressive atmosphere with a moderate pollutant concentration (e.g. waste
water treatments plants, chemical industry)
Option: KX: Suitable for installation in extremely aggressive atmospheres with high hu-
midity and high pollutant concentration
Finish coating Powder coating
Two-component iron-mica combination
Colour Standard: AUMA silver-grey (similar to RAL 7037)
Option: Other colours are possible on request.

Accessories
Wall bracket AC 01.2 mounted separately from the actuator, including plug/socket connector. Connecting
cable on request.
Recommended for high ambient temperatures, difficult access, or in case of heavy vibration
during service.
Cable length between actuator and AC 01.2 max. 100 m. Not suitable for version with poten-
tiometer in the actuator. Instead of the potentiometer, the actuator has to be equipped with
an electronic position transmitter. Cable length for non-intrusive version with MWG in the
actuator max. 100 m. Requires separate data cable for MWG.
Programming software for PC AUMA CDT

Further information
Weight approx. 12 kg (including Ex-plug/socket connector and terminal board)
EU Directives ATEX Directive: 94/9/EC
Electromagnetic Compatibility (EMC): (2004/108/EC)
Low Voltage Directive: (2006/95/EC)
Machinery Directive: (2006/42/EC)

74
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Spare parts

13. Spare parts

13.1. Multi-turn actuators SAEx 07.2 – SAEx 16.2/SAREx 07.2 – SAREx 16.2 with Ex plug/socket con-
nector and screw-type terminals (KP, KPH)

75
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Spare parts ACExC 01.2 Intrusive HART

Information: Please state device type and our order number (see name plate) when ordering spare parts. Only
original AUMA spare parts should be used. Failure to use original spare parts voids the warranty and exempts
AUMA from any liability. Delivered spare parts may slightly vary from the representation in these instructions.
Ref. Designation Type Ref. Designation Type
no. no.
002.0 Bearing flange Sub-assembly 535.1 Snap ring
003.0 Hollow shaft Sub-assembly 539.0 Screw plug Sub-assembly
005.0 Drive shaft Sub-assembly 542.0 Handwheel with ball handle Sub-assembly
005.1 Motor coupling 549.0 Output drive type B1/B3/B4/E Sub-assembly
005.3 Manual drive coupling 549.1 Output drive sleeve B1/B3/B4/C
009.0 Planetary gearing for manual drive Sub-assembly 553.0 Mechanical position indicator Sub-assembly
017.0 Torque lever Sub-assembly 554.0 Socket carrier for motor plug/socket Sub-assembly
connector with cable harness
018.0 Gear segment 556.0 Potentiometer for position transmitter Sub-assembly
019.0 Crown wheel 556.1 Potentiometer without slip clutch Sub-assembly
022.0 Drive pinion II for torque switching Sub-assembly 557.0 Heater Sub-assembly
023.0 Output drive wheel for limit switching Sub-assembly 558.0 Blinker transmitter including pins at Sub-assembly
wires (without impulse disc and insula-
tion plate)
024.0 Drive wheel for limit switching Sub-assembly 559.0-1 Control unit with torque switching Sub-assembly
heads and switches
025.0 Locking plate Sub-assembly 559.0-2 Control unit with magnetic limit and Sub-assembly
torque transmitter (MWG) for Non-in-
trusive version in combination with
AUMATIC integral controls
058.0 Wire for protective earth Sub-assembly 560.0-1 Switch stack for direction OPEN Sub-assembly
070.0 Motor (VD motor incl. ref. no. 079.0) Sub-assembly 560.0-2 Switch stack for direction CLOSE Sub-assembly
079.0 Planetary gearing for motor drive Sub-assembly 560.1 Switch for limit/torque Sub-assembly
(SA/SAR 07.2 – SA/SAR 16.2 for VD
motor)
155.0 Reduction gearing Sub-assembly 560.2 Switch case
500.0 Cover Sub-assembly 566.0 Position transmitter EWG/RWG Sub-assembly
501.0 Ex plug/socket connector with screw- Sub-assembly 566.1 Potentiometer for RWG without slip Sub-assembly
type terminals (KP, KPH) clutch
501.1 Screw – Control terminal 566.2 Position transmitter board for RWG Sub-assembly
501.2 Washer – Control terminal 566.3 Wires for RWG Sub-assembly
501.3 Screw – Power terminal 567.1 Slip clutch for potentiometer Sub-assembly
501.4 Washer – Power terminal 568.1 Stem protection tube (without cap)
502.1 Pin carrier (without pins) Sub-assembly 568.2 Cap for stem protection tube
505.0 Pin for controls Sub-assembly 568.3 V-seal
506.0 Pin for motor Sub-assembly 575.1 Stem nut type A
507.0 Cover for electrical connection Sub-assembly 583.0 Motor coupling on motor shaft Sub-assembly
511.0 Threaded plug Sub-assembly 583.1 Pin for motor coupling
514.0 Output drive type A (without stem nut) Sub-assembly 584.0 Retaining spring for motor coupling Sub-assembly
514.1 Axial needle roller bearing Sub-assembly 7003 Radial seal for output drive type A with
ISO
516.0 Output drive type D Sub-assembly S1 Seal kit, small Set
S2 Seal kit, large Set

76
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Spare parts

13.2. Actuator controls AUMATIC ACExC 01.2 with Ex plug/socket connector and screw-type terminals
(KP, KPH)

77
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Spare parts ACExC 01.2 Intrusive HART

Information: Please state device type and our order number (see name plate) when ordering spare parts. Only
original AUMA spare parts should be used. Failure to use original spare parts voids the warranty and exempts
AUMA from any liability. Delivered spare parts may slightly vary from the representation in these instructions.
Ref. Designation Type
no.
002.0 Local controls Sub-assembly
002.3 Local controls board Sub-assembly
002.4 Face plate for display Sub-assembly
006.0 Power supply unit Sub-assembly
008.1 I/O board Sub-assembly
008.1 Fieldbus board Sub-assembly
009.0 Logic board Sub-assembly
011.1 Relay board Sub-assembly
012.1 Option board Sub-assembly
500.0 Cover Sub-assembly
501.0 Ex plug/socket connector with screw-type terminals (KP, KPH) Sub-assembly
501.1 Screw for control terminal
501.2 Washer for control terminal
501.3 Screw for power terminal
501.4 Washer for power terminal
502.0 Pin carrier (without pins) Sub-assembly
505.0 Pin for controls Sub-assembly
506.0 Pin for motor Sub-assembly
507.0 Cover for electrical connection Sub-assembly
508.0 Switchgear Sub-assembly
509.1 Padlock
510.0 Fuse kit Sub-assembly
532.0 Cable conduit (actuator connection) Sub-assembly
535.1 Circlip
S Seal kit Set

78
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Spare parts

13.3. Actuator controls AUMATIC ACExC 01.2 with Ex plug/socket connector and terminal blocks
(KES)

79
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Spare parts ACExC 01.2 Intrusive HART

Information: Please state device type and our order number (see name plate) when ordering spare parts. Only
original AUMA spare parts should be used. Failure to use original spare parts voids the warranty and exempts
AUMA from any liability. Delivered spare parts may slightly vary from the representation in these instructions.
Ref. Designation Type
no.
002.0 Local controls Sub-assembly
002.3 Local controls board Sub-assembly
002.4 Face plate for display Sub-assembly
006.0 Power supply unit Sub-assembly
008.1 I/O board Sub-assembly
008.1 Fieldbus board Sub-assembly
009.0 Logic board Sub-assembly
011.1 Relay board Sub-assembly
012.1 Option board Sub-assembly
500.0 Cover Sub-assembly
502.0 Pin carrier (without pins) Sub-assembly
505.0 Pin for controls Sub-assembly
506.0 Pin for motor Sub-assembly
508.0 Switchgear Sub-assembly
509.1 Padlock
510.0 Fuse kit Sub-assembly
528.0 Terminal frame (without terminals) Sub-assembly
529.0 End clamp
532.0 Cable conduit (actuator connection) Sub-assembly
533.0 Terminals for motor/controls
535.1 Circlip
573.0 Ex plug/socket connector with terminal blocks (KES) Sub-assembly
S Seal kit Set

80
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Certificates

14. Certificates
14.1. Declaration of Incorporation and EC Declaration of Conformity

81
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Certificates ACExC 01.2 Intrusive HART

14.2. ATEX certificate

82
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Certificates

83
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Certificates ACExC 01.2 Intrusive HART

84
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART

85
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART

86
SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
ACExC 01.2 Intrusive HART Index

F
Index Failure - indication on display 42
Fault - indication on display 40
A Flange size 10
Accessories (electrical con- 26 Function check - indication on 41
nection) display
Accessories for assembly 17 Fuses 60
Actual value - indication on 38
display H
Actuator controls terminal 9 Handwheel 13
plan HART address 46
Actuator operation at the local 29
controls I
Actuator operation from re- 30 Identification 8
mote Indication lights 43
Actuator terminal plan 9 , 11 Indications 36
Ambient temperature 9 , 9 , 68 , 73 Indications on display 36
Analogue signals 44 Indicator disc 42 , 54
Applications 6 Input current 11
Assembly 13 Input signal 11
ATEX certificate 82 Inspection record 10
Intermediate position indica- 43
C tion via LEDs
Cable set 26 Intermediate positions 50
Certificates 81 Intrusive 11
Commissioning 5
Commissioning (indications 36 L
on display) Language in the display 34
Commission number 9 LEDs (indication lights) 43
Connecting cable 26 Limit switching 48 , 52
Control 9 , 11 Local actuator operation 29
Control voltage 11 Local control 29
Corrective action 57 Local controls 29
Corrosion protection 12 , 68 , 74 Local setting 30
Current consumption 19 Lubrication 64

D M
Data Matrix code 11 Main menu 32
Declaration of Incorporation 81 Mains frequency 20
Device type 10 Mains voltage 9 , 20
Digital outputs 44 Maintenance 5 , 63 , 64
Direct display via ID 32 Maintenance required - indic- 41
Direction of rotation 51 ation on display
Directives 5 Manual operation 29
Display (indications) 36 Marking for explosion protec- 10
Disposal 65 tion
DUO limit switching 50 Mechanical position indicator 42 , 54
Menu navigation 30
E Motor heater 22 , 25
Earth connection 28 Motor operation 29
EC Declaration of Conformity 81 Multiport valve - Indications 39
Electrical connection 19 on display
Electronic position transmitter 53
EMC 20 N
Enclosure protection 9 , 9 , 68 , 74 Name plate 8 , 20
Error - indication on display 36 Network types 19
Explosion protection marking 10 Non-Intrusive 11
Not ready REMOTE - indica- 40
tion on display

87
 SAEx 07.2 – SAEx 16.2 / SAREx 07.2 – SAREx 16.2 Control unit - electromechanical
Index ACExC 01.2 Intrusive HART

O S
Operation 5 , 29 Safety instructions 5
Operation commands - indic- 38 Safety instructions/warnings 5
ations on display Serial number 9 , 9 , 10
Order number 9 , 9 , 10 Service 63
Out of specification - indica- 41 Service conditions 73
tion on display Servicing 63
Output contacts 44 Setpoint - indication on dis- 39
Output drive type A 14 play
Output drive types B, B1, B2, 13 Short-circuit protection 19
B3, B4, and E Signals 44
Signals (analogue) 44
P Size 10
Packaging 12 Slave address 46
Parking frame 27 Spare parts 75
Password 32 Speed 9
Password change 33 Standards 5
Password entry 33 Status menu 32
Positioner - indication on dis- 39 Status signals 44
play Stem nut 15
Position indicator 54 Stem protection tube 17
Position transmitter 11 Storage 12
Position transmitter RWG 53 Supply networks 19
Potentiometer 53 Support 63
Power class 9 Support App 11 , 11
Power class for switchgear 11 Switch check 57
Power supply 19 , 20
Production, year 10 T
Protection cover 28 Technical data 66
Protection on site 19 Technical data for switches 67
Protective measures 5 Terminal cross sections 21 , 24
Terminal plan 19
Q Test run 51
Qualification of staff 5 Tightening torques 21 , 24
Torque - indication on display 38
R
Torque range 9
Range of application 5
Torque switching 48
Recycling 65
Transport 12
Reference operation 52
Type (device type) 10
Remote actuator operation 30
Type designation 9, 9
Running indication 42
Type of current 20
RWG 53
Type of lubricant 9

U
User level 32

V
Valve position - indication on 37
display
Valve stem 17

W
Wall bracket 26
Warnings - indication on dis- 40
play
Wiring diagram 10 , 19

Y
Year of production 10

88
 AUMA worldwide

Europe IBEROPLAN S.A. AUMA Polska Sp. z o.o.

ES 28027 Madrid PL 41-219 Sosnowiec
AUMA Riester GmbH & Co. KG Tel +34 91 3717130 Tel +48 32 783 52 00
[email protected] [email protected]
Plant Müllheim www.auma.com.pl
DE 79373 Müllheim AUMA Finland Oy
Tel +49 7631 809 - 0 FI 02230 Espoo AUMA-LUSA Representative Office, Lda.
[email protected] Tel +358 9 5840 22 PT 2730-033 Barcarena
www.auma.com [email protected] Tel +351 211 307 100
www.auma.fi [email protected]
Plant Ostfildern-Nellingen
DE 73747 Ostfildern AUMA France S.A.R.L. SAUTECH
Tel +49 711 34803 - 0 FR 95157 Taverny Cedex RO 011783 Bucuresti
[email protected] Tel +33 1 39327272 Tel +40 372 303982
[email protected] [email protected]
Service-Center Bayern www.auma.fr
DE 85386 Eching OOO PRIWODY AUMA
Tel +49 81 65 9017- 0 AUMA ACTUATORS Ltd. RU 141402 Khimki, Moscow region
[email protected] GB Clevedon, North Somerset BS21 6TH Tel +7 495 221 64 28
Tel +44 1275 871141 [email protected]
Service-Center Köln [email protected] www.auma.ru
DE 50858 Köln www.auma.co.uk
Tel +49 2234 2037 - 900 OOO PRIWODY AUMA
[email protected] D. G. Bellos & Co. O.E. RU 125362 Moscow
GR 13673 Acharnai, Athens Tel +7 495 787 78 21
Service-Center Magdeburg Tel +30 210 2409485 [email protected]
DE 39167 Niederndodeleben [email protected] www.auma.ru
Tel +49 39204 759 - 0
[email protected] APIS CENTAR d. o. o. ERICHS ARMATUR AB
HR 10437 Bestovje SE 20039 Malmö
AUMA-Armaturenantriebe Ges.m.b.H. Tel +385 1 6531 485 Tel +46 40 311550
AT 2512 Tribuswinkel [email protected] [email protected]
Tel +43 2252 82540 www.apis-centar.com www.erichsarmatur.se
[email protected]
www.auma.at Fabo Kereskedelmi és Szolgáltató Kft. ELSO-b, s.r.o.
HU 8800 Nagykanizsa SK 94901 Nitra
AUMA BENELUX B.V. B. A. Tel +36 93/324-666 Tel +421 905/336-926
BE 8800 Roeselare [email protected] [email protected]
Tel +32 51 24 24 80 www.fabo.hu www.elsob.sk
[email protected]
www.auma.nl Falkinn HF Auma Endüstri Kontrol Sistemleri Limited
IS 108 Reykjavik Sirketi
ProStream Group Ltd. Tel +00354 540 7000 TR 06810 Ankara
BG 1632 Sofia [email protected] Tel +90 312 217 32 88
Tel +359 2 9179-337 www.falkinn.is [email protected]
[email protected]
www.prostream.bg AUMA ITALIANA S.r.l. a socio unico AUMA Technology Automations Ltd
IT 20023 Cerro Maggiore (MI) UA 02099 Kiev
OOO “Dunkan-Privod” Tel +39 0331 51351 Tel +38 044 586-53-03
BY 220004 Minsk [email protected] [email protected]
Tel +375 29 6945574 www.auma.it
[email protected] Africa
www.zatvor.by AUMA BENELUX B.V.
LU Leiden (NL) Solution Technique Contrôle Commande
AUMA (Schweiz) AG Tel +31 71 581 40 40 DZ Bir Mourad Rais, Algiers
CH 8965 Berikon [email protected] Tel +213 21 56 42 09/18
Tel +41 566 400945 [email protected]
[email protected] NB Engineering Services
MT ZBR 08 Zabbar A.T.E.C.
AUMA Servopohony spol. s.r.o. Tel + 356 2169 2647 EG Cairo
CZ 250 01 Brandýs n.L.-St.Boleslav [email protected] Tel +20 2 23599680 - 23590861
Tel +420 326 396 993 [email protected]
[email protected] AUMA BENELUX B.V.
www.auma.cz NL 2314 XT Leiden SAMIREG
Tel +31 71 581 40 40 MA 203000 Casablanca
GRØNBECH & SØNNER A/S [email protected] Tel +212 5 22 40 09 65
DK 2450 København SV www.auma.nl [email protected]
Tel +45 33 26 63 00
[email protected] SIGUM A. S. MANZ INCORPORATED LTD.
www.g-s.dk NO 1338 Sandvika NG Port Harcourt
Tel +47 67572600 Tel +234-84-462741
[email protected] [email protected]
www.manzincorporated.com

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 AUMA worldwide

AUMA South Africa (Pty) Ltd. AUMA Actuators Middle East AUMA Malaysia Office
ZA 1560 Springs BH 152 68 Salmabad MY 70300 Seremban, Negeri Sembilan
Tel +27 11 3632880 Tel +97 3 17896585 Tel +606 633 1988
[email protected] [email protected] [email protected]

America Mikuni (B) Sdn. Bhd. Mustafa Sultan Science & Industry Co LLC
BN KA1189 Kuala Belait OM Ruwi
AUMA Argentina Rep.Office Tel + 673 3331269 / 3331272 Tel +968 24 636036
AR Buenos Aires [email protected] [email protected]
Tel +54 11 4737 9026
[email protected] AUMA Actuators (China) Co., Ltd FLOWTORK TECHNOLOGIES
CN 215499 Taicang CORPORATION
AUMA Automação do Brazil ltda. Tel +86 512 3302 6900 PH 1550 Mandaluyong City
BR Sao Paulo [email protected] Tel +63 2 532 4058
Tel +55 11 4612-3477 www.auma-china.com [email protected]
[email protected]
PERFECT CONTROLS Ltd. M & C Group of Companies
TROY-ONTOR Inc. HK Tsuen Wan, Kowloon PK 54000 Cavalry Ground, Lahore Cantt
CA L4N 8X1 Barrie, Ontario Tel +852 2493 7726 Tel +92 42 3665 0542, +92 42 3668 0118
Tel +1 705 721-8246 [email protected] [email protected]
[email protected] www.mcss.com.pk
PT. Carakamas Inti Alam
AUMA Chile Representative Office ID 11460 Jakarta Petrogulf W.L.L
CL 9500414 Buin Tel +62 215607952-55 QA Doha
Tel +56 2 821 4108 [email protected] Tel +974 44350151
[email protected] [email protected]
AUMA INDIA PRIVATE LIMITED.
Ferrostaal de Colombia Ltda. IN 560 058 Bangalore AUMA Saudi Arabia Support Office
CO Bogotá D.C. Tel +91 80 2839 4656 SA 31952 Al Khobar
Tel +57 1 401 1300 [email protected] Tel + 966 5 5359 6025
[email protected] www.auma.co.in [email protected]
www.ferrostaal.com
ITG - Iranians Torque Generator AUMA ACTUATORS (Singapore) Pte Ltd.
Transcontinental Trading Overseas SA. IR 13998-34411 Teheran SG 569551 Singapore
CU Ciudad Habana +982144545654 Tel +65 6 4818750
Tel +53 7 208 9603 / 208 7729 [email protected] [email protected]
[email protected] www.auma.com.sg
Trans-Jordan Electro Mechanical Supplies
AUMA Región Andina & Centroamérica JO 11133 Amman NETWORK ENGINEERING
EC Quito Tel +962 - 6 - 5332020 SY Homs
Tel +593 2 245 4614 [email protected] +963 31 231 571
[email protected] [email protected]
www.auma.com AUMA JAPAN Co., Ltd.
JP 211-0016 Kawasaki-shi, Kanagawa Sunny Valves and Intertrade Corp. Ltd.
Corsusa International S.A.C. Tel +81-(0)44-863-8371 TH 10120 Yannawa, Bangkok
PE Miraflores - Lima [email protected] Tel +66 2 2400656
Tel +511444-1200 / 0044 / 2321 www.auma.co.jp [email protected]
[email protected] www.sunnyvalves.co.th
www.corsusa.com DW Controls Co., Ltd.
KR 153-702 Gasan-dong, GeumChun-Gu,, Top Advance Enterprises Ltd.
Control Technologies Limited Seoul TW Jhonghe City, Taipei Hsien (235)
TT Marabella, Trinidad, W.I. Tel +82 2 2624 3400 Tel +886 2 2225 1718
Tel + 1 868 658 1744/5011 [email protected] [email protected]
www.ctltech.com www.actuatorbank.com www.auma-taiwan.com.tw

AUMA ACTUATORS INC. Al-Arfaj Engineering Co WLL AUMA Vietnam Hanoi RO

US PA 15317 Canonsburg KW 22004 Salmiyah VN Hanoi
Tel +1 724-743-AUMA (2862) Tel +965-24817448 +84 4 37822115
[email protected] [email protected] [email protected]
www.auma-usa.com www.arfajengg.com
Australia
Suplibarca TOO “Armaturny Center”
VE Maracaibo, Estado, Zulia KZ 060005 Atyrau BARRON GJM Pty. Ltd.
Tel +58 261 7 555 667 Tel +7 7122 454 602 AU NSW 1570 Artarmon
[email protected] [email protected] Tel +61 2 8437 4300
[email protected]
Asia Network Engineering www.barron.com.au
LB 4501 7401 JBEIL, Beirut
AUMA Actuators UAE Support Office Tel +961 9 944080
AE 287 Abu Dhabi [email protected]
Tel +971 26338688 www.networkenglb.com
[email protected]

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AUMA worldwide

91
AUMA Riester GmbH & Co. KG
P.O.Box 1362
DE 79373 Muellheim
Tel +49 7631 809 - 0
Fax +49 7631 809 - 1250
[email protected]
www.auma.com

Y006.506/003/en/1.14

For detailed information on AUMA products, refer to the Internet: www.auma.com