Beckhoff EL5032, EL5032-0090 Documentation

Documentation
EL5032, EL5032-0090
2 channel EnDat2.2-Interface
Version: Date:
2.4 2019-10-30

Table of contents

Table of contents
1 Foreword ....................................................................................................................................................5
1.1 Two-channel ENDAT 2.2 interface - product overview......................................................................5
1.2 Notes on the documentation..............................................................................................................5
1.3 Safety instructions .............................................................................................................................6
1.4 Documentation issue status ..............................................................................................................7
1.5 Version identification of EtherCAT devices .......................................................................................7
1.5.1 Beckhoff Identification Code (BIC)................................................................................... 12
2 Product overview.....................................................................................................................................14
2.1 EL5032-00x0 - Introduction .............................................................................................................14
2.2 Technical data .................................................................................................................................16
2.3 Start .................................................................................................................................................16
3 Basics communication ...........................................................................................................................17
3.1 EtherCAT basics..............................................................................................................................17
3.2 EtherCAT cabling – wire-bound.......................................................................................................17
3.3 General notes for setting the watchdog...........................................................................................18
3.4 EtherCAT State Machine.................................................................................................................20
3.5 CoE Interface...................................................................................................................................22
3.6 Distributed Clock .............................................................................................................................27
4 Basics of EnDat 2.2 technology .............................................................................................................28
4.1 EnDat 2.2 - Bidirectional interface for position measuring devices .................................................28
4.2 Connection technology ....................................................................................................................30
4.3 Compatibility ....................................................................................................................................30
4.4 Functional description......................................................................................................................31
4.5 Data transfer....................................................................................................................................33
5 Mounting and wiring................................................................................................................................34
5.1 Instructions for ESD protection........................................................................................................34
5.2 Installation on mounting rails ...........................................................................................................34
5.3 Installation instructions for enhanced mechanical load capacity .....................................................38
5.4 Connection ......................................................................................................................................38
5.4.1 Connection system .......................................................................................................... 38
5.4.2 Wiring............................................................................................................................... 41
5.4.3 Shielding .......................................................................................................................... 42
5.5 Installation positions ........................................................................................................................42
5.6 Positioning of passive Terminals .....................................................................................................45
5.7 ATEX - Special conditions (standard temperature range) ...............................................................46
5.8 ATEX Documentation ......................................................................................................................47
5.9 UL notice .........................................................................................................................................47
5.10 LEDs and connection ......................................................................................................................48
6 Commissioning........................................................................................................................................50
6.1 Quick start........................................................................................................................................50
6.2 TwinCAT Development Environment ..............................................................................................50
6.2.1 Installation of the TwinCAT real-time driver..................................................................... 51
6.2.2 Notes regarding ESI device description........................................................................... 56
Table of contents
6.2.3 TwinCAT ESI Updater ..................................................................................................... 60
6.2.4 Distinction between Online and Offline............................................................................ 60
6.2.5 OFFLINE configuration creation ...................................................................................... 61
6.2.6 ONLINE configuration creation ........................................................................................ 66
6.2.7 EtherCAT subscriber configuration.................................................................................. 74
6.3 General Notes - EtherCAT Slave Application..................................................................................83
6.4 Process data....................................................................................................................................91
6.4.1 Sync Manager (SM)......................................................................................................... 91
6.4.2 PDO Assignment ............................................................................................................. 91
6.4.3 Predefined PDO Assignment........................................................................................... 93
6.4.4 Overview of commands and samples.............................................................................. 93
6.5 TwinSAFE SC..................................................................................................................................96
6.5.1 TwinSAFE SC - operating principle ................................................................................. 96
6.5.2 TwinSAFE SC - configuration .......................................................................................... 96
6.6 EL5032-0090 - TwinSAFE SC process data .................................................................................100
6.7 EL5032-00x0 - object description and parameterization ...............................................................100
6.7.1 Restore object................................................................................................................ 101
6.7.2 Configuration data ......................................................................................................... 101
6.7.3 Command object............................................................................................................ 102
6.7.4 Input data....................................................................................................................... 102
6.7.5 Information data............................................................................................................. 103
6.7.6 Diagnostic data .............................................................................................................. 104
6.7.7 Standard objects............................................................................................................ 106
6.8 EL5032-0090 - TwinSAFE Single Channel objects .......................................................................113
7 Diagnostics ............................................................................................................................................116
7.1 Diagnostics – basic principles of diag messages ..........................................................................116
8 Appendix ................................................................................................................................................126
8.1 Firmware compatibility...................................................................................................................126
8.2 Firmware Update EL/ES/EM/ELM/EPxxxx ....................................................................................126
8.2.1 Device description ESI file/XML..................................................................................... 127
8.2.2 Firmware explanation .................................................................................................... 130
8.2.3 Updating controller firmware *.efw................................................................................. 131
8.2.4 FPGA firmware *.rbf....................................................................................................... 133
8.2.5 Simultaneous updating of several EtherCAT devices.................................................... 137
8.3 Restoring the delivery state ...........................................................................................................138
8.4 Support and Service ......................................................................................................................139
EL5032, EL5032-00904 Version: 2.4
Foreword

1 Foreword

1.1 Two-channel ENDAT 2.2 interface - product overview

EL5032 [}14]
EL5032-0090 [}14]
2-channel ENDAT 2.2 interface 2-channel ENDAT 2.2 interface (TwinSAFE Single Channel)

1.2 Notes on the documentation

Intended audience
This description is only intended for the use of trained specialists in control and automation engineering who are familiar with the applicable national standards. It is essential that the documentation and the following notes and explanations are followed when installing and commissioning these components. It is the duty of the technical personnel to use the documentation published at the respective time of each installation and commissioning.
The responsible staff must ensure that the application or use of the products described satisfy all the requirements for safety, including all the relevant laws, regulations, guidelines and standards.
Disclaimer
The documentation has been prepared with care. The products described are, however, constantly under development.
We reserve the right to revise and change the documentation at any time and without prior announcement.
No claims for the modification of products that have already been supplied may be made on the basis of the data, diagrams and descriptions in this documentation.
Trademarks
Beckhoff®, TwinCAT®, EtherCAT®, EtherCATG®, EtherCATG10®, EtherCATP®, SafetyoverEtherCAT®, TwinSAFE®, XFC®, XTS® and XPlanar® are registered trademarks of and licensed by Beckhoff Automation GmbH. Other designations used in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owners.
Patent Pending
The EtherCAT Technology is covered, including but not limited to the following patent applications and patents: EP1590927, EP1789857, EP1456722, EP2137893, DE102015105702 with corresponding applications or registrations in various other countries.
EtherCAT® is registered trademark and patented technology, licensed by Beckhoff Automation GmbH, Germany.
Copyright
© Beckhoff Automation GmbH & Co. KG, Germany. The reproduction, distribution and utilization of this document as well as the communication of its contents to others without express authorization are prohibited. Offenders will be held liable for the payment of damages. All rights reserved in the event of the grant of a patent, utility model or design.
Foreword

1.3 Safety instructions

Safety regulations
Please note the following safety instructions and explanations! Product-specific safety instructions can be found on following pages or in the areas mounting, wiring, commissioning etc.
Exclusion of liability
All the components are supplied in particular hardware and software configurations appropriate for the application. Modifications to hardware or software configurations other than those described in the documentation are not permitted, and nullify the liability of Beckhoff Automation GmbH & Co. KG.
Personnel qualification
This description is only intended for trained specialists in control, automation and drive engineering who are familiar with the applicable national standards.
Description of instructions
In this documentation the following instructions are used. These instructions must be read carefully and followed without fail!
DANGER
Serious risk of injury!
Failure to follow this safety instruction directly endangers the life and health of persons.
WARNING
Risk of injury!
Failure to follow this safety instruction endangers the life and health of persons.
CAUTION
Personal injuries!
Failure to follow this safety instruction can lead to injuries to persons.
NOTE
Damage to environment/equipment or data loss
Failure to follow this instruction can lead to environmental damage, equipment damage or data loss.
Tip or pointer
This symbol indicates information that contributes to better understanding.
EL5032, EL5032-00906 Version: 2.4

1.4 Documentation issue status

Version Comment
2.4 • Update chapter “Basics of EnDat 2.2 technology”
• Structural update
2.3 • EL5032-0090 added
• Structural update
• Update revision status
2.2 • Chapter "Principles of EnDat 2.2 technology" updated
• Update revision status
• Structural update
2.1 • Update chapter "Notes on the documentation"
• Update chapter "Technical data"
• Note on ESD protection added
• Chapter "Installation instructions for enhanced mechanical load capacity" added
• Chapter "ATEX - special conditions" replaced by chapter "ATEX - special conditions (standard temperature range)"
• Chapter "TwinCAT 2.1x" -> "TwinCAT Development Environment" updated
• Chapter "Diagnosis" updated
• Update revision status
2.0 • Migration
1.2 • Structural update
• Update chapter "Technical data"
• Revision status updated
1.0.1 • Complements, corrections
1.0 • Addenda, corrections, 1st public issue
0.3 • Complements, corrections
0.2 • Complements, corrections
0.1 • Provisional documentation for EL5032
Foreword

1.5 Version identification of EtherCAT devices

Designation
A Beckhoff EtherCAT device has a 14-digit designation, made up of
• family key
• type
• version
• revision
Example Family Type Version Revision
EL3314-0000-0016 EL terminal
(12 mm, non­pluggable connection level)
ES3602-0010-0017 ES terminal
(12 mm, pluggable connection level)
CU2008-0000-0000 CU device 2008 (8-port fast ethernet switch) 0000 (basic type) 0000
3314 (4-channel thermocouple terminal)
3602 (2-channel voltage measurement)
0000 (basic type) 0016
0010 (high­precision version)
0017
Foreword
Notes
• The elements mentioned above result in the technical designation. EL3314-0000-0016 is used in the example below.
• EL3314-0000 is the order identifier, in the case of “-0000” usually abbreviated to EL3314. “-0016” is the EtherCAT revision.
• The order identifier is made up of
- family key (EL, EP, CU, ES, KL, CX, etc.)
- type (3314)
- version (-0000)
• The revision -0016 shows the technical progress, such as the extension of features with regard to the EtherCAT communication, and is managed by Beckhoff. In principle, a device with a higher revision can replace a device with a lower revision, unless specified otherwise, e.g. in the documentation. Associated and synonymous with each revision there is usually a description (ESI, EtherCAT Slave Information) in the form of an XML file, which is available for download from the Beckhoff web site. From 2014/01 the revision is shown on the outside of the IP20 terminals, see Fig. “EL5021 EL terminal, standard IP20 IO device with batch number and revision ID (since 2014/01)”.
• The type, version and revision are read as decimal numbers, even if they are technically saved in hexadecimal.
Identification number
Beckhoff EtherCAT devices from the different lines have different kinds of identification numbers:
Production lot/batch number/serial number/date code/D number
The serial number for Beckhoff IO devices is usually the 8-digit number printed on the device or on a sticker. The serial number indicates the configuration in delivery state and therefore refers to a whole production batch, without distinguishing the individual modules of a batch.
Structure of the serial number: KKYYFFHH
KK - week of production (CW, calendar week) YY - year of production FF - firmware version HH - hardware version
Example with Ser. no.: 12063A02: 12 - production week 12 06 - production year 2006 3A - firmware version 3A 02 ­hardware version 02
Exceptions can occur in the IP67 area, where the following syntax can be used (see respective device documentation):
Syntax: D ww yy x y z u
D - prefix designation ww - calendar week yy - year x - firmware version of the bus PCB y - hardware version of the bus PCB z - firmware version of the I/O PCB u - hardware version of the I/O PCB
Example: D.22081501 calendar week 22 of the year 2008 firmware version of bus PCB: 1 hardware version of bus PCB: 5 firmware version of I/O PCB: 0 (no firmware necessary for this PCB) hardware version of I/O PCB: 1
Unique serial number/ID, ID number
In addition, in some series each individual module has its own unique serial number.
See also the further documentation in the area
EL5032, EL5032-00908 Version: 2.4
• IP67: EtherCAT Box
• Safety: TwinSafe
• Terminals with factory calibration certificate and other measuring terminals
Examples of markings
Fig.1: EL5021 EL terminal, standard IP20 IO device with serial/ batch number and revision ID (since 2014/01)
Foreword
Fig.2: EK1100 EtherCAT coupler, standard IP20 IO device with serial/ batch number
Fig.3: CU2016 switch with serial/ batch number
Foreword
Fig.4: EL3202-0020 with serial/ batch number 26131006 and unique ID-number 204418
Fig.5: EP1258-00001 IP67 EtherCAT Box with batch number/ date code 22090101 and unique serial number 158102
Fig.6: EP1908-0002 IP67 EtherCAT Safety Box with batch number/ date code 071201FF and unique serial number 00346070
Fig.7: EL2904 IP20 safety terminal with batch number/ date code 50110302 and unique serial number 00331701
EL5032, EL5032-009010 Version: 2.4
Foreword
Fig.8: ELM3604-0002 terminal with unique ID number (QR code) 100001051 and serial/ batch number 44160201
Foreword

1.5.1 Beckhoff Identification Code (BIC)

The Beckhoff Identification Code (BIC) is increasingly being applied to Beckhoff products to uniquely identify the product. The BIC is represented as a Data Matrix Code (DMC, code scheme ECC200), the content is based on the ANSI standard MH10.8.2-2016.
Fig.9: BIC as data matrix code (DMC, code scheme ECC200)
The BIC will be introduced step by step across all product groups.
Depending on the product, it can be found in the following places:
• on the packaging unit
• directly on the product (if space suffices)
• on the packaging unit and the product
The BIC is machine-readable and contains information that can also be used by the customer for handling and product management.
Each piece of information can be uniquely identified using the so-called data identifier (ANSIMH10.8.2-2016). The data identifier is followed by a character string. Both together have a maximum length according to the table below. If the information is shorter, spaces are added to it. The data under positions 1 to 4 are always available.
The following information is contained:
EL5032, EL5032-009012 Version: 2.4
Item
Type of
no.
information
1 Beckhoff order
number
2 Beckhoff Traceability
Number (BTN)
3 Article description Beckhoff article
4 Quantity Quantity in packaging
5 Batch number Optional: Year and week
6 ID/serial number Optional: Present-day
7 Variant number Optional: Product variant
...
Explanation Data
Beckhoff order number 1P 8 1P072222
Unique serial number, see note below
description, e.g. EL1008
unit, e.g. 1, 10, etc.
of production
serial number system, e.g. with safety products
number on the basis of standard products
Foreword
Number of digits
identifier
S 12 SBTNk4p562d7
1K 32 1KEL1809
Q 6 Q1
2P 14 2P401503180016
51S 12 51S678294104
30P 32 30PF971, 2*K183
incl. data identifier
Example
Further types of information and data identifiers are used by Beckhoff and serve internal processes.
Structure of the BIC
Example of composite information from item 1 to 4 and 6. The data identifiers are marked in red for better display:
BTN
An important component of the BIC is the Beckhoff Traceability Number (BTN, item no.2). The BTN is a unique serial number consisting of eight characters that will replace all other serial number systems at Beckhoff in the long term (e.g. batch designations on IO components, previous serial number range for safety products, etc.). The BTN will also be introduced step by step, so it may happen that the BTN is not yet coded in the BIC.
NOTE
This information has been carefully prepared. However, the procedure described is constantly being further developed. We reserve the right to revise and change procedures and documentation at any time and with­out prior notice. No claims for changes can be made from the information, illustrations and descriptions in this information.
Product overview

2 Product overview

2.1 EL5032-00x0 - Introduction

EL5032-0000
Fig.10: EL5032
Two-channel EnDat2.2 interface
The EL5032 EnDat 2.2 EtherCAT Terminal is used for direct connection of two encoders with EnDat2.2 interface. The EL5032 enables reading of position values, diagnosis encoder data, internal and external temperature values and the electronic type plate. With the electronic type plate all measuring device-specific information is directly available.
In addition, user-defined data can be stored in the encoder. This enables cost-effective and quicker commissioning. The position value is output with up to 48 bits, depending on the resolution of the connected measuring device. In addition to the position value, further information such as status information, addresses and data can be transferred. A list of additional information supported by the encoder is stored in the parameters.
The EL5032 features distributed clocks, which means that the position value can be read in exact synchrony with the system. If the distributed clock function is deactivated, the EL5032 cycles synchronous with the EtherCAT cycle.
EL5032, EL5032-009014 Version: 2.4
EL5032-0090
Product overview
Fig.11: EL5032-0090
In addition to the full functionality of the EL5032-0000, the EL5032-0090 supports TwinSAFE SC (Single Channel) technology. This enables the use of standard signals for safety tasks in any networks of fieldbuses.
Quick links
Basic Function Principles [}28]
Quick start [}50]
EL5032-00x0 - object description and parameterization [}100]
EL5032-0090 - TwinSAFE Single Channel objects [}113]
EL5032-0090 - TwinSAFE process data [}100]
Product overview

2.2 Technical data

Technical data EL5032-0000 EL5032-0090
Technology ENDat2.2 interface Number of channels 2 Encoder connection, encoder clock
frequency Commands Reading position values including additional information available for
Distributed Clocks yes Power supply 24V via power contacts Nominal voltage 24V at power contact, encoder supply included in the installation,
Current cons. power contacts typ. 150mA Encoder supply optionally 5VDC or 9V Resolution max. 48bit for position value Electrical isolation 500V (E-bus/field voltage) Current consumption via E-bus typ. 120mA Special features EL5032-00x0: Saving the zero offset shift, electronic type plate,
Configuration via EtherCAT master/CoE MTBF (+55 °C) - >790,000h Weight app.50g Permissible ambient temperature
range during operation Permissible ambient temperature
range during storage Permissible relative air humidity 95%, no condensation Dimensions (WxHxD) approx. 15mm x 100mm x 70mm (width aligned: 12mm) Mounting on 35mm mounting rail according to EN60715 Vibration/shock resistance conforms to EN60068-2-6/ EN60068-2-27,
EMC immunity/emission conforms to EN61000-6-2/ EN61000-6-4 Protection class IP20 Installation position variable Approvals CE
D+, D-, C+, C-; 8MHz
selection via MRS code (Memory Range Select), reading and writing parameters, reset functions
total current max. 0.5A for both channels
DC
diagnostics, warning, including cable length compensation up to 100m, reading the encoder temperature values
EL5032-0090: TwinSAFE SC
0°C ... +55°C
-25°C...+85°C
see also Installation instructions for enhanced mechanical load
capacity [}38]
cULus [}47]

2.3 Start

For commissioning:
• mount the EL5032 as explained in the chapter Mounting and wiring [}34]
• configure the EL5032 in TwinCAT as described in the chapter Commissioning [}50].
For fast commissioning please refer to chapter Commissioning -> Quick start [}50].
EL5032, EL5032-009016 Version: 2.4
Basics communication

3 Basics communication

3.1 EtherCAT basics

Please refer to the EtherCAT System Documentation for the EtherCAT fieldbus basics.

3.2 EtherCAT cabling – wire-bound

The cable length between two EtherCAT devices must not exceed 100 m. This results from the FastEthernet technology, which, above all for reasons of signal attenuation over the length of the cable, allows a maximum
link length of 5 + 90 + 5 m if cables with appropriate properties are used. See also the Design recommendations for the infrastructure for EtherCAT/Ethernet.
Cables and connectors
For connecting EtherCAT devices only Ethernet connections (cables + plugs) that meet the requirements of at least category 5 (CAt5) according to EN 50173 or ISO/IEC 11801 should be used. EtherCAT uses 4 wires for signal transfer.
EtherCAT uses RJ45 plug connectors, for example. The pin assignment is compatible with the Ethernet standard (ISO/IEC 8802-3).
Pin Color of conductor Signal Description
1 yellow TD + Transmission Data + 2 orange TD - Transmission Data ­3 white RD + Receiver Data + 6 blue RD - Receiver Data -
Due to automatic cable detection (auto-crossing) symmetric (1:1) or cross-over cables can be used between EtherCAT devices from Beckhoff.
Recommended cables
Suitable cables for the connection of EtherCAT devices can be found on the Beckhoff website!
E-Bus supply
A bus coupler can supply the EL terminals added to it with the E-bus system voltage of 5V; a coupler is thereby loadable up to 2A as a rule (see details in respective device documentation). Information on how much current each EL terminal requires from the E-bus supply is available online and in the catalogue. If the added terminals require more current than the coupler can supply, then power feed
terminals (e.g. EL9410) must be inserted at appropriate places in the terminal strand.
The pre-calculated theoretical maximum E-Bus current is displayed in the TwinCAT System Manager. A shortfall is marked by a negative total amount and an exclamation mark; a power feed terminal is to be placed before such a position.
Basics communication
Fig.12: System manager current calculation
NOTE
Malfunction possible!
The same ground potential must be used for the E-Bus supply of all EtherCAT terminals in a terminal block!

3.3 General notes for setting the watchdog

ELxxxx terminals are equipped with a safety feature (watchdog) that switches off the outputs after a specifiable time e.g. in the event of an interruption of the process data traffic, depending on the device and settings, e.g. in OFF state.
The EtherCAT slave controller (ESC) in the EL2xxx terminals features 2 watchdogs:
• SM watchdog (default: 100 ms)
• PDI watchdog (default: 100 ms)
SM watchdog (SyncManager Watchdog)
The SyncManager watchdog is reset after each successful EtherCAT process data communication with the terminal. If no EtherCAT process data communication takes place with the terminal for longer than the set and activated SM watchdog time, e.g. in the event of a line interruption, the watchdog is triggered and the outputs are set to FALSE. The OP state of the terminal is unaffected. The watchdog is only reset after a successful EtherCAT process data access. Set the monitoring time as described below.
The SyncManager watchdog monitors correct and timely process data communication with the ESC from the EtherCAT side.
PDI watchdog (Process Data Watchdog)
If no PDI communication with the EtherCAT slave controller (ESC) takes place for longer than the set and activated PDI watchdog time, this watchdog is triggered. PDI (Process Data Interface) is the internal interface between the ESC and local processors in the EtherCAT slave, for example. The PDI watchdog can be used to monitor this communication for failure.
The PDI watchdog monitors correct and timely process data communication with the ESC from the application side.
The settings of the SM- and PDI-watchdog must be done for each slave separately in the TwinCAT System Manager.
EL5032, EL5032-009018 Version: 2.4
Basics communication
Fig.13: EtherCAT tab -> Advanced Settings -> Behavior -> Watchdog
Notes:
• the multiplier is valid for both watchdogs.
• each watchdog has its own timer setting, the outcome of this in summary with the multiplier is a resulting time.
• Important: the multiplier/timer setting is only loaded into the slave at the start up, if the checkbox is activated. If the checkbox is not activated, nothing is downloaded and the ESC settings remain unchanged.
Multiplier
Multiplier
Both watchdogs receive their pulses from the local terminal cycle, divided by the watchdog multiplier:
1/25 MHz * (watchdog multiplier + 2) = 100 µs (for default setting of 2498 for the multiplier)
The standard setting of 1000 for the SM watchdog corresponds to a release time of 100 ms.
The value in multiplier + 2 corresponds to the number of basic 40 ns ticks representing a watchdog tick. The multiplier can be modified in order to adjust the watchdog time over a larger range.
Basics communication
Example "Set SM watchdog"
This checkbox enables manual setting of the watchdog times. If the outputs are set and the EtherCAT communication is interrupted, the SM watchdog is triggered after the set time and the outputs are erased. This setting can be used for adapting a terminal to a slower EtherCAT master or long cycle times. The default SM watchdog setting is 100 ms. The setting range is 0..65535. Together with a multiplier with a range of 1..65535 this covers a watchdog period between 0..~170 seconds.
Calculation
Multiplier = 2498 → watchdog base time = 1 / 25MHz * (2498 + 2) = 0.0001seconds = 100µs SM watchdog = 10000 → 10000 * 100µs = 1second watchdog monitoring time
CAUTION
Undefined state possible!
The function for switching off of the SM watchdog via SM watchdog = 0 is only implemented in terminals from version -0016. In previous versions this operating mode should not be used.
CAUTION
Damage of devices and undefined state possible!
If the SM watchdog is activated and a value of 0 is entered the watchdog switches off completely. This is the deactivation of the watchdog! Set outputs are NOT set in a safe state, if the communication is inter­rupted.

3.4 EtherCAT State Machine

The state of the EtherCAT slave is controlled via the EtherCAT State Machine (ESM). Depending upon the state, different functions are accessible or executable in the EtherCAT slave. Specific commands must be sent by the EtherCAT master to the device in each state, particularly during the bootup of the slave.
A distinction is made between the following states:
• Init
• Pre-Operational
• Safe-Operational and
• Operational
• Boot
The regular state of each EtherCAT slave after bootup is the OP state.
EL5032, EL5032-009020 Version: 2.4
Fig.14: States of the EtherCAT State Machine
Basics communication
Init
After switch-on the EtherCAT slave in the Init state. No mailbox or process data communication is possible. The EtherCAT master initializes sync manager channels 0 and 1 for mailbox communication.
Pre-Operational (Pre-Op)
During the transition between Init and Pre-Op the EtherCAT slave checks whether the mailbox was initialized correctly.
In Pre-Op state mailbox communication is possible, but not process data communication. The EtherCAT master initializes the sync manager channels for process data (from sync manager channel 2), the FMMU channels and, if the slave supports configurable mapping, PDO mapping or the sync manager PDO assignment. In this state the settings for the process data transfer and perhaps terminal-specific parameters that may differ from the default settings are also transferred.
Safe-Operational (Safe-Op)
During transition between Pre-Op and Safe-Op the EtherCAT slave checks whether the sync manager channels for process data communication and, if required, the distributed clocks settings are correct. Before it acknowledges the change of state, the EtherCAT slave copies current input data into the associated DP­RAM areas of the EtherCAT slave controller (ECSC).
In Safe-Op state mailbox and process data communication is possible, although the slave keeps its outputs in a safe state, while the input data are updated cyclically.
Outputs in SAFEOP state
The default set watchdog [}18] monitoring sets the outputs of the module in a safe state - depend­ing on the settings in SAFEOP and OP - e.g. in OFF state. If this is prevented by deactivation of the watchdog monitoring in the module, the outputs can be switched or set also in the SAFEOP state.
Operational (Op)
Before the EtherCAT master switches the EtherCAT slave from Safe-Op to Op it must transfer valid output data.
In the Op state the slave copies the output data of the masters to its outputs. Process data and mailbox communication is possible.
Basics communication
Boot
In the Boot state the slave firmware can be updated. The Boot state can only be reached via the Init state.
In the Boot state mailbox communication via the file access over EtherCAT (FoE) protocol is possible, but no other mailbox communication and no process data communication.

3.5 CoE Interface

General description
The CoE interface (CANopen over EtherCAT) is used for parameter management of EtherCAT devices. EtherCAT slaves or the EtherCAT master manage fixed (read only) or variable parameters which they require for operation, diagnostics or commissioning.
CoE parameters are arranged in a table hierarchy. In principle, the user has read access via the fieldbus. The EtherCAT master (TwinCAT System Manager) can access the local CoE lists of the slaves via EtherCAT in read or write mode, depending on the attributes.
Different CoE parameter types are possible, including string (text), integer numbers, Boolean values or larger byte fields. They can be used to describe a wide range of features. Examples of such parameters include manufacturer ID, serial number, process data settings, device name, calibration values for analog measurement or passwords.
The order is specified in 2 levels via hexadecimal numbering: (main)index, followed by subindex. The value ranges are
• Index: 0x0000 …0xFFFF (0...65535
• SubIndex: 0x00…0xFF (0...255
dez
)
dez
)
A parameter localized in this way is normally written as 0x8010:07, with preceding "x" to identify the hexadecimal numerical range and a colon between index and subindex.
The relevant ranges for EtherCAT fieldbus users are:
• 0x1000: This is where fixed identity information for the device is stored, including name, manufacturer, serial number etc., plus information about the current and available process data configurations.
• 0x8000: This is where the operational and functional parameters for all channels are stored, such as filter settings or output frequency.
Other important ranges are:
• 0x4000: In some EtherCAT devices the channel parameters are stored here (as an alternative to the 0x8000 range).
• 0x6000: Input PDOs ("input" from the perspective of the EtherCAT master)
• 0x7000: Output PDOs ("output" from the perspective of the EtherCAT master)
Availability
Not every EtherCAT device must have a CoE list. Simple I/O modules without dedicated processor usually have no variable parameters and therefore no CoE list.
If a device has a CoE list, it is shown in the TwinCAT System Manager as a separate tab with a listing of the elements:
EL5032, EL5032-009022 Version: 2.4
Basics communication
Fig.15: "CoE Online " tab
The figure above shows the CoE objects available in device "EL2502", ranging from 0x1000 to 0x1600. The subindices for 0x1018 are expanded.
Data management and function "NoCoeStorage"
Some parameters, particularly the setting parameters of the slave, are configurable and writeable. This can be done in write or read mode
• via the System Manager (Fig. "CoE Online " tab) by clicking This is useful for commissioning of the system/slaves. Click on the row of the index to be parameterised and enter a value in the "SetValue" dialog.
• from the control system/PLC via ADS, e.g. through blocks from the TcEtherCAT.lib library This is recommended for modifications while the system is running or if no System Manager or operating staff are available.
Data management
If slave CoE parameters are modified online, Beckhoff devices store any changes in a fail-safe manner in the EEPROM, i.e. the modified CoE parameters are still available after a restart. The situation may be different with other manufacturers.
An EEPROM is subject to a limited lifetime with respect to write operations. From typically 100,000 write operations onwards it can no longer be guaranteed that new (changed) data are reliably saved or are still readable. This is irrelevant for normal commissioning. However, if CoE parameters are continuously changed via ADS at machine runtime, it is quite possible for the lifetime limit to be reached. Support for the NoCoeStorage function, which suppresses the saving of changed CoE val­ues, depends on the firmware version. Please refer to the technical data in this documentation as to whether this applies to the respective device.
• If the function is supported: the function is activated by entering the code word 0x12345678 once in CoE 0xF008 and remains active as long as the code word is not changed. After switching the device on it is then inactive. Changed CoE values are not saved in the EEPROM and can thus be changed any number of times.
• Function is not supported: continuous changing of CoE values is not permissible in view of the lifetime limit.
Basics communication
Startup list
Changes in the local CoE list of the terminal are lost if the terminal is replaced. If a terminal is re­placed with a new Beckhoff terminal, it will have the default settings. It is therefore advisable to link all changes in the CoE list of an EtherCAT slave with the Startup list of the slave, which is pro­cessed whenever the EtherCAT fieldbus is started. In this way a replacement EtherCAT slave can automatically be parameterized with the specifications of the user.
If EtherCAT slaves are used which are unable to store local CoE values permanently, the Startup list must be used.
Recommended approach for manual modification of CoE parameters
• Make the required change in the System Manager The values are stored locally in the EtherCAT slave
• If the value is to be stored permanently, enter it in the Startup list. The order of the Startup entries is usually irrelevant.
Fig.16: Startup list in the TwinCAT System Manager
The Startup list may already contain values that were configured by the System Manager based on the ESI specifications. Additional application-specific entries can be created.
Online/offline list
While working with the TwinCAT System Manager, a distinction has to be made whether the EtherCAT device is "available", i.e. switched on and linked via EtherCAT and therefore online, or whether a configuration is created offline without connected slaves.
In both cases a CoE list as shown in Fig. “’CoE online’ tab” is displayed. The connectivity is shown as offline/ online.
• If the slave is offline
◦ The offline list from the ESI file is displayed. In this case modifications are not meaningful or
possible. ◦ The configured status is shown under Identity. ◦ No firmware or hardware version is displayed, since these are features of the physical device. ◦ Offline is shown in red.
EL5032, EL5032-009024 Version: 2.4
Basics communication
Fig.17: Offline list
• If the slave is online ◦ The actual current slave list is read. This may take several seconds, depending on the size and
cycle time. ◦ The actual identity is displayed ◦ The firmware and hardware version of the equipment according to the electronic information is
displayed ◦ Online is shown in green.
Fig.18: Online list
Basics communication
Channel-based order
The CoE list is available in EtherCAT devices that usually feature several functionally equivalent channels. For example, a 4-channel analog 0..10 V input terminal also has 4 logical channels and therefore 4 identical sets of parameter data for the channels. In order to avoid having to list each channel in the documentation, the placeholder "n" tends to be used for the individual channel numbers.
In the CoE system 16 indices, each with 255 subindices, are generally sufficient for representing all channel parameters. The channel-based order is therefore arranged in 16
dec
/10
steps. The parameter range
hex
0x8000 exemplifies this:
• Channel 0: parameter range 0x8000:00 ... 0x800F:255
• Channel 1: parameter range 0x8010:00 ... 0x801F:255
• Channel 2: parameter range 0x8020:00 ... 0x802F:255
• ...
This is generally written as 0x80n0.
Detailed information on the CoE interface can be found in the EtherCAT system documentation on the Beckhoff website.
EL5032, EL5032-009026 Version: 2.4
Basics communication

3.6 Distributed Clock

The distributed clock represents a local clock in the EtherCAT slave controller (ESC) with the following characteristics:
• Unit 1 ns
• Zero point 1.1.2000 00:00
• Size 64 bit (sufficient for the next 584 years; however, some EtherCAT slaves only offer 32-bit support, i.e. the variable overflows after approx. 4.2 seconds)
• The EtherCAT master automatically synchronizes the local clock with the master clock in the EtherCAT bus with a precision of < 100 ns.
For detailed information please refer to the EtherCAT system description.
Basics of EnDat 2.2 technology

4 Basics of EnDat 2.2 technology

Basic information on the technological field of "EnDat interface" is to be given below. It is up to users to check to what extent this information refers to their application.

4.1 EnDat 2.2 - Bidirectional interface for position measuring devices

Digital drive systems and position control loops with position measuring devices for data sampling require measuring equipment offering fast data transfer with high transmission integrity. In addition, further data such as drive-specific characteristic values, correction tables etc. should be provided. To ensure high system reliability, the measuring devices should be integrated in error detection routines and offer diagnostic capabilities.
The EnDat 2.2 interface is a digital, bidirectional interface for measuring devices. It is able to output position values of incremental and absolute measuring devices and read and update information stored in the measuring device, as well as store new information. 4 signal cables are sufficient, due to the fact that the data transfer is serial. The data is transferred synchronous with the clock signal specified by the downstream electronics. The transmission type (position values, parameters, diagnostics ...) is selected via mode commands, received by the measuring device from the downstream electronics. As a purely serial interface, EnDat 2.2 is also suitable for safety applications.
Fig.19: Signal cables and power supply for the EnDat 2.2 interface**
Incremental signals and ordering designation (HEIDENHAIN EnDat interfaces)**
Some encoders also provide incremental signals. These are usually used to increase the resolution of the position value, or to serve a second subsequent electronics unit. Current generations of encoders have a high internal resolution, and therefore no longer need to provide incremental signals.
EL5032, EL5032-009028 Version: 2.4
Basics of EnDat 2.2 technology
The order designation indicates whether an encoder outputs incremental signals:
• EnDat 01 with 1 VPP incremental signals
• EnDat H with HTL incremental signals
• EnDat T with TTL incremental signals
• EnDat 21 without incremental signals
• EnDat 02 with 1 VPP incremental signals
• EnDat 22 without incremental signals
**) Source: Dr. Johannes HEIDENHAIN GmbH
Connection of HEIDENHAIN EnDat-interfaces to the EL5032
The EL5032 can only be connected to measuring instruments that support a clock frequency of 8 MHz. This corresponds to the order designation EnDat22.
Encoders with the ordering designation EnDat02 can be operated at 8MHz on the EL5032 without incremental signals using an appropriate adapter cable.
Basics of EnDat 2.2 technology

4.2 Connection technology

EnDat02 encoder connection**
EnDat02 encoders can feature a pluggable cable assembly. In choosing the version of the adapter cable, the customer also decides whether the encoder will be operated with incremental signals [}28] or without them.**
If an adapter cable without incremental signals is selected for the EnDat-02 measuring device, the clock frequency of 8 MHz can be implemented and the EL5032 can be used.
**) Source: Dr. Johannes HEIDENHAIN GmbH
Data transfer from incremental or absolute sensors to the EL5032 can take place with a simple shielded 8­wire cable (Fig. Connection of measuring sensors and EL5032).
Fig.20: Connection of measuring sensor and EL5032

4.3 Compatibility

The extended interface version EnDat 2.2 is compatible to the previous version 2.1 as regards communication, the instruction sets and time conditions, but offers considerable advantages. For sample, it is possible to transmit so-called additional information with the position value without having to start a separate query for this. To this end the interface protocol has been extended and the time conditions optimized as follows:
• Increased clock frequency (CLOCK)
• Optimized computing time (determination of position value within 5 µs)
• Minimized dead time (recovery time) (1.25 to 3.75 µs)
• Extended voltage supply range (UP = 3.6 to 5.25 V or 3.6 to 14 V at the measuring device)
Fig. Illustration of instruction set for EnDat 2.2 and 2.1** shows the instruction set for the extended EnDat 2.2 interface:
EL5032, EL5032-009030 Version: 2.4
Fig.21: Illustration of instruction set for EnDat 2.2 and 2.1**
Basics of EnDat 2.2 technology

4.4 Functional description

The EnDat interface transmits position values or physical additional variables in a temporally unambiguous order and is used for reading from, and writing to the internal memory of the measuring device.
Position values
These can be transmitted with or without additional information. The additional information itself is selectable via the MRS code (Memory Range Select). Together with the position value, other functions can be called after preceding memory range selection, for sample Read and write parameters. Due to the simultaneous transmission with the position value, additional information can also be queried from axes in the control loop and these axes can also execute functions.
Read and write parameters
Read and write parameters is possible both as a separate function and also in conjunction with the position value. Parameters can be read or written after selection of the memory range.
Reset functions
The reset functions serve to reset the measuring device in case of a malfunction. A reset is possible in place of or during the transmission of the position value.
Extended diagnostics from FW15
From FW15 the EL5032 offers extended diagnostics for the EnDat error message with multi-turn ro­tary encoders with battery buffer. The battery operating state error sources are not automatically re­set; special error handling may be necessary here.
Special error handling with multi-turn rotary encoders with battery buffer
The absolute position value loses its validity if the battery of a battery-buffered multi-turn rotary encoder is replaced. EnDat 2.2 allows the readout and intermediate storage of the error and warning messages. After
replacement of the battery, the objects 0x9008:23 [}103] "Position error supported" and 0x9008:34 [}103] "Battery warning supported" in the EL5032 are set to TRUE. This activates the diagnostic messages
0xA008:01 [}105] "Warning", 0xA008:02 [}105] "Error" 1, 0xA008:23 [}105] "Position error" and 0xA008:23 [}105] "Battery warning".
Basics of EnDat 2.2 technology
These errors can be reset using the command 0x8001 "EnDat Reset". An overview of the commands and examples of their use can be found in the chapter "Overview of commands and examples [}93]".
EL5032, EL5032-009032 Version: 2.4
Basics of EnDat 2.2 technology

4.5 Data transfer

A clock is provided by the subsequent electronics for the synchronization of the data transmission. In the idle state the clock line is at the HIGH level.
Clock frequency – cable length
With the runtime compensation employed in the EL5032, a cable length of maximally 100 m is possible with a clock frequency of 8 MHz. Correspondingly suitable cables and plug connectors must be used in order to guarantee the function.
Further information on EnDat technology
Further notes and information on the HEIDENHAIN company’s EnDat technology can be found at http://www.heidenhain.de
**) Source: Dr. Johannes HEIDENHAIN GmbH
Mounting and wiring

5 Mounting and wiring

5.1 Instructions for ESD protection

NOTE
Destruction of the devices by electrostatic discharge possible!
The devices contain components at risk from electrostatic discharge caused by improper handling.
• Please ensure you are electrostatically discharged and avoid touching the contacts of the device directly.
• Avoid contact with highly insulating materials (synthetic fibers, plastic film etc.).
• Surroundings (working place, packaging and personnel) should by grounded probably, when handling with the devices.
• Each assembly must be terminated at the right hand end with an EL9011 or EL9012 bus end cap, to en­sure the protection class and ESD protection.
Fig.22: Spring contacts of the Beckhoff I/O components

5.2 Installation on mounting rails

WARNING
Risk of electric shock and damage of device!
Bring the bus terminal system into a safe, powered down state before starting installation, disassembly or wiring of the bus terminals!
EL5032, EL5032-009034 Version: 2.4
Assembly
Mounting and wiring
Fig.23: Attaching on mounting rail
The bus coupler and bus terminals are attached to commercially available 35mm mounting rails (DIN rails according to EN60715) by applying slight pressure:
1. First attach the fieldbus coupler to the mounting rail.
2. The bus terminals are now attached on the right-hand side of the fieldbus coupler. Join the compo­nents with tongue and groove and push the terminals against the mounting rail, until the lock clicks onto the mounting rail. If the terminals are clipped onto the mounting rail first and then pushed together without tongue and groove, the connection will not be operational! When correctly assembled, no significant gap should be visible between the housings.
Fixing of mounting rails
The locking mechanism of the terminals and couplers extends to the profile of the mounting rail. At the installation, the locking mechanism of the components must not come into conflict with the fixing bolts of the mounting rail. To mount the mounting rails with a height of 7.5mm under the terminals and couplers, you should use flat mounting connections (e.g. countersunk screws or blind rivets).
Mounting and wiring
Disassembly
Fig.24: Disassembling of terminal
Each terminal is secured by a lock on the mounting rail, which must be released for disassembly:
1. Pull the terminal by its orange-colored lugs approximately 1cm away from the mounting rail. In doing so for this terminal the mounting rail lock is released automatically and you can pull the terminal out of the bus terminal block easily without excessive force.
2. Grasp the released terminal with thumb and index finger simultaneous at the upper and lower grooved housing surfaces and pull the terminal out of the bus terminal block.
Connections within a bus terminal block
The electric connections between the Bus Coupler and the Bus Terminals are automatically realized by joining the components:
• The six spring contacts of the K-Bus/E-Bus deal with the transfer of the data and the supply of the Bus Terminal electronics.
• The power contacts deal with the supply for the field electronics and thus represent a supply rail within the bus terminal block. The power contacts are supplied via terminals on the Bus Coupler (up to 24V) or for higher voltages via power feed terminals.
Power Contacts
During the design of a bus terminal block, the pin assignment of the individual Bus Terminals must be taken account of, since some types (e.g. analog Bus Terminals or digital 4-channel Bus Termi­nals) do not or not fully loop through the power contacts. Power Feed Terminals (KL91xx, KL92xx or EL91xx, EL92xx) interrupt the power contacts and thus represent the start of a new supply rail.
PE power contact
The power contact labeled PE can be used as a protective earth. For safety reasons this contact mates first when plugging together, and can ground short-circuit currents of up to 125A.
EL5032, EL5032-009036 Version: 2.4
Fig.25: Power contact on left side
Mounting and wiring
NOTE
Possible damage of the device
Note that, for reasons of electromagnetic compatibility, the PE contacts are capacitatively coupled to the mounting rail. This may lead to incorrect results during insulation testing or to damage on the terminal (e.g. disruptive discharge to the PE line during insulation testing of a consumer with a nominal voltage of 230V). For insulation testing, disconnect the PE supply line at the Bus Coupler or the Power Feed Terminal! In or­der to decouple further feed points for testing, these Power Feed Terminals can be released and pulled at least 10mm from the group of terminals.
WARNING
Risk of electric shock!
The PE power contact must not be used for other potentials!
Mounting and wiring

5.3 Installation instructions for enhanced mechanical load capacity

WARNING
Risk of injury through electric shock and damage to the device!
Bring the Bus Terminal system into a safe, de-energized state before starting mounting, disassembly or wiring of the Bus Terminals!
Additional checks
The terminals have undergone the following additional tests:
Verification Explanation
Vibration 10 frequency runs in 3 axes
6 Hz < f < 60 Hz displacement 0.35 mm, constant amplitude
60.1Hz<f<500Hz acceleration 5g, constant amplitude
Shocks 1000 shocks in each direction, in 3 axes
25 g, 6 ms
Additional installation instructions
For terminals with enhanced mechanical load capacity, the following additional installation instructions apply:
• The enhanced mechanical load capacity is valid for all permissible installation positions
• Use a mounting rail according to EN 60715 TH35-15
• Fix the terminal segment on both sides of the mounting rail with a mechanical fixture, e.g. an earth terminal or reinforced end clamp
• The maximum total extension of the terminal segment (without coupler) is: 64 terminals (12 mm mounting with) or 32 terminals (24 mm mounting with)
• Avoid deformation, twisting, crushing and bending of the mounting rail during edging and installation of the rail
• The mounting points of the mounting rail must be set at 5 cm intervals
• Use countersunk head screws to fasten the mounting rail
• The free length between the strain relief and the wire connection should be kept as short as possible. A distance of approx. 10 cm should be maintained to the cable duct.

5.4 Connection

5.4.1 Connection system

WARNING
Risk of electric shock and damage of device!
Bring the bus terminal system into a safe, powered down state before starting installation, disassembly or wiring of the bus terminals!
Overview
The Bus Terminal system offers different connection options for optimum adaptation to the respective application:
• The terminals of ELxxxx and KLxxxx series with standard wiring include electronics and connection level in a single enclosure.
EL5032, EL5032-009038 Version: 2.4
Mounting and wiring
• The terminals of ESxxxx and KSxxxx series feature a pluggable connection level and enable steady wiring while replacing.
• The High Density Terminals (HD Terminals) include electronics and connection level in a single enclosure and have advanced packaging density.
Standard wiring (ELxxxx / KLxxxx)
Fig.26: Standard wiring
The terminals of ELxxxx and KLxxxx series have been tried and tested for years. They feature integrated screwless spring force technology for fast and simple assembly.
Pluggable wiring (ESxxxx / KSxxxx)
Fig.27: Pluggable wiring
The terminals of ESxxxx and KSxxxx series feature a pluggable connection level. The assembly and wiring procedure is the same as for the ELxxxx and KLxxxx series. The pluggable connection level enables the complete wiring to be removed as a plug connector from the top of the housing for servicing. The lower section can be removed from the terminal block by pulling the unlocking tab. Insert the new component and plug in the connector with the wiring. This reduces the installation time and eliminates the risk of wires being mixed up.
The familiar dimensions of the terminal only had to be changed slightly. The new connector adds about 3 mm. The maximum height of the terminal remains unchanged.
A tab for strain relief of the cable simplifies assembly in many applications and prevents tangling of individual connection wires when the connector is removed.
Conductor cross sections between 0.08mm2 and 2.5mm2 can continue to be used with the proven spring force technology.
The overview and nomenclature of the product names for ESxxxx and KSxxxx series has been retained as known from ELxxxx and KLxxxx series.
Mounting and wiring
High Density Terminals (HD Terminals)
Fig.28: High Density Terminals
The Bus Terminals from these series with 16 terminal points are distinguished by a particularly compact design, as the packaging density is twice as large as that of the standard 12mm Bus Terminals. Massive conductors and conductors with a wire end sleeve can be inserted directly into the spring loaded terminal point without tools.
Wiring HD Terminals
The High Density (HD) Terminals of the ELx8xx and KLx8xx series doesn't support pluggable wiring.
Ultrasonically "bonded" (ultrasonically welded) conductors
Ultrasonically “bonded" conductors
It is also possible to connect the Standard and High Density Terminals with ultrasonically "bonded" (ultrasonically welded) conductors. In this case, please note the tables concerning the wire-size width below!
EL5032, EL5032-009040 Version: 2.4
Mounting and wiring

5.4.2 Wiring

WARNING
Risk of electric shock and damage of device!
Bring the bus terminal system into a safe, powered down state before starting installation, disassembly or wiring of the Bus Terminals!
Terminals for standard wiring ELxxxx/KLxxxx and for pluggable wiring ESxxxx/KSxxxx
Fig.29: Connecting a cable on a terminal point
Up to eight terminal points enable the connection of solid or finely stranded cables to the Bus Terminal. The terminal points are implemented in spring force technology. Connect the cables as follows:
1. Open a terminal point by pushing a screwdriver straight against the stop into the square opening above the terminal point. Do not turn the screwdriver or move it alternately (don't toggle).
2. The wire can now be inserted into the round terminal opening without any force.
3. The terminal point closes automatically when the pressure is released, holding the wire securely and permanently.
See the following table for the suitable wire size width.
Terminal housing ELxxxx, KLxxxx ESxxxx, KSxxxx Wire size width (single core wires) 0.08 ... 2.5mm Wire size width (fine-wire conductors) 0.08 ... 2.5mm Wire size width (conductors with a wire end sleeve) 0.14 ... 1.5mm
2
2
2
0.08 ... 2.5mm 0,08 ... 2.5mm
0.14 ... 1.5mm
2
2
2
Wire stripping length 8 ... 9mm 9 ... 10mm
High Density Terminals (HD Terminals [}40]) with 16 terminal points
The conductors of the HD Terminals are connected without tools for single-wire conductors using the direct plug-in technique, i.e. after stripping the wire is simply plugged into the terminal point. The cables are released, as usual, using the contact release with the aid of a screwdriver. See the following table for the suitable wire size width.
Mounting and wiring
Terminal housing High Density Housing Wire size width (single core wires) 0.08 ... 1.5mm Wire size width (fine-wire conductors) 0.25 ... 1.5mm Wire size width (conductors with a wire end sleeve) 0.14 ... 0.75mm Wire size width (ultrasonically “bonded" conductors) only 1.5mm
2
2
2
2
Wire stripping length 8 ... 9mm

5.4.3 Shielding

Shielding
Encoder, analog sensors and actors should always be connected with shielded, twisted paired wires.

5.5 Installation positions

NOTE
Constraints regarding installation position and operating temperature range
Please refer to the technical data for a terminal to ascertain whether any restrictions regarding the installa­tion position and/or the operating temperature range have been specified. When installing high power dissi­pation terminals ensure that an adequate spacing is maintained between other components above and be­low the terminal in order to guarantee adequate ventilation!
Optimum installation position (standard)
The optimum installation position requires the mounting rail to be installed horizontally and the connection surfaces of the EL/KL terminals to face forward (see Fig. “Recommended distances for standard installation position”). The terminals are ventilated from below, which enables optimum cooling of the electronics through convection. "From below" is relative to the acceleration of gravity.
EL5032, EL5032-009042 Version: 2.4
Mounting and wiring
Fig.30: Recommended distances for standard installation position
Compliance with the distances shown in Fig. “Recommended distances for standard installation position” is recommended.
Other installation positions
All other installation positions are characterized by different spatial arrangement of the mounting rail - see Fig “Other installation positions”.
The minimum distances to ambient specified above also apply to these installation positions.
Mounting and wiring
Fig.31: Other installation positions
EL5032, EL5032-009044 Version: 2.4

5.6 Positioning of passive Terminals

Hint for positioning of passive terminals in the bus terminal block
EtherCAT Terminals (ELxxxx / ESxxxx), which do not take an active part in data transfer within the bus terminal block are so called passive terminals. The passive terminals have no current consump­tion out of the E-Bus. To ensure an optimal data transfer, you must not directly string together more than 2 passive termi­nals!
Examples for positioning of passive terminals (highlighted)
Mounting and wiring
Fig.32: Correct positioning
Fig.33: Incorrect positioning
Mounting and wiring

5.7 ATEX - Special conditions (standard temperature range)

WARNING
Observe the special conditions for the intended use of Beckhoff fieldbus components with standard temperature range in potentially explosive areas (directive 2014/34/EU)!
• The certified components are to be installed in a suitable housing that guarantees a protection class of at least IP54 in accordance with EN60079-15! The environmental conditions during use are thereby to be taken into account!
• If the temperatures during rated operation are higher than 70°C at the feed-in points of cables, lines or pipes, or higher than 80°C at the wire branching points, then cables must be selected whose tempera­ture data correspond to the actual measured temperature values!
• Observe the permissible ambient temperature range of 0 to 55°C for the use of Beckhoff fieldbus compo­nents standard temperature range in potentially explosive areas!
• Measures must be taken to protect against the rated operating voltage being exceeded by more than 40% due to short-term interference voltages!
• The individual terminals may only be unplugged or removed from the Bus Terminal system if the supply voltage has been switched off or if a non-explosive atmosphere is ensured!
• The connections of the certified components may only be connected or disconnected if the supply volt­age has been switched off or if a non-explosive atmosphere is ensured!
• The fuses of the KL92xx/EL92xx power feed terminals may only be exchanged if the supply voltage has been switched off or if a non-explosive atmosphere is ensured!
• Address selectors and ID switches may only be adjusted if the supply voltage has been switched off or if a non-explosive atmosphere is ensured!
Standards
The fundamental health and safety requirements are fulfilled by compliance with the following standards:
• EN 60079-0:2012+A11:2013
• EN 60079-15:2010
Marking
The Beckhoff fieldbus components with standard temperature range certified according to the ATEX directive for potentially explosive areas bear one of the following markings:
II 3GKEMA 10ATEX0075 X Ex nA IIC T4 GcTa: 0…+55°C
or
II 3GKEMA 10ATEX0075 X Ex nC IIC T4 GcTa: 0…+55°C
EL5032, EL5032-009046 Version: 2.4

5.8 ATEX Documentation

Notes about operation of the Beckhoff terminal systems in potentially explosive ar­eas (ATEX)
Pay also attention to the continuative documentation
Notes about operation of the Beckhoff terminal systems in potentially explosive areas (ATEX)
that is available in the download area of the Beckhoff homepage http:\\www.beckhoff.com!

5.9 UL notice

Application
Beckhoff EtherCAT modules are intended for use with Beckhoff’s UL Listed EtherCAT Sys­tem only.
Examination
For cULus examination, the Beckhoff I/O System has only been investigated for risk of fire and electrical shock (in accordance with UL508 and CSAC22.2 No.142).
Mounting and wiring
For devices with Ethernet connectors
Not for connection to telecommunication circuits.
Basic principles
UL certification according to UL508. Devices with this kind of certification are marked by this sign:
Mounting and wiring

5.10 LEDs and connection

Fig.34: LEDs
NOTE
Otherwise components may be damaged: Note encoder supply voltage!
Note the limit values for the supply voltage specified in the data sheets of the encoder manufacturers. The encoder supply voltage may have to be adjusted in object 0x80p8:13 [}101] (5V or 9V)!
LEDs
LED Color Meaning
RUN (1) green This LED indicates the terminal's operating state:
off State of the EtherCAT State Machine: INIT=initialization of the
terminal
flashing State of the EtherCAT State Machine: PREOP = function for mailbox
communication and different standard-settings set
single flash State of the EtherCAT State Machine: SAFEOP = verification of the
sync manager channels and the distributed clocks. Outputs remain in safe state
on State of the EtherCAT State Machine: OP = normal operating state;
mailbox and process data communication is possible
flickering State of the EtherCAT State Machine: BOOTSTRAP = function for
terminal firmware updates
ENABLED 1 (2) ENABLED 2 (4)
ERROR 1 (3) ERROR 2 (5)
ENC SUPPLY (9)
RX 1 (10) RX 2 (12)
green ON Connected encoder for the corresponding channel initialized and
ready for operation
OFF Connected encoder for the corresponding channel not ready for
operation
red ON No encoder connected to the corresponding channel, or position
values invalid (CRC error, not referenced, EnDat error bit set)
FLASHES OFF No error
green ON Encoder voltage available
OFF 24V field voltage missing or encoder voltage overload
green FLASHES Terminal receives position values at the corresponding channel
Error during initialization (see diag history [}116])
EL5032, EL5032-009048 Version: 2.4
Connection
Mounting and wiring
Fig.35: Connection
Terminal point Description
Name No.
Data 1+ 1 Data + input (channel 1) Clock 1+ 2 Clock + input (channel 1) ENC supply 3 Supply voltage for encoder (+5V / +9V) Shield 4 Shield Data 2+ 5 Data + input (channel 2) Clock 2+ 6 Clock + input (channel 2) ENC supply 7 Supply voltage for encoder (+5V / +9V) Shield 8 Shield Data 1- 9 Data - input (channel 1) Clock 1- 10 Clock - input (channel 1) GND 11 Ground Shield 12 Shield Data 2- 13 Data - input (channel 2) Clock 2- 14 Clock - input (channel 2) GND 15 Ground Shield 16 Shield
Further connection information
Further connection information can be found in the chapter "Technology [}28]".
Commissioning

6 Commissioning

6.1 Quick start

Proceed as follows for standard commissioning of the EL5032 with EnDat2.2 encoders.
1. Install the EL5032 in the E-bus terminal strand on an EtherCAT coupler, e.g. EK1100 or EK1501.
2. Connect the EnDat2.2 encoder(s) according to the connection diagram (Data(+/-), Clock(+/-) and sup­ply voltage). The encoders must support EnDat 2.2 and a clock frequency >= 8 MHz.
3. Set up a correct EtherCAT configuration with the terminal. Since the device is present and is electrically reachable, the simplest way of accomplishing this is by
scanning the devices [}66].
4. Activate the EtherCAT master and start the terminal in OP state. In the input variables the EL5032 must deliver State=8 and WC=0.
5. Parameterize the CoE settings of the EL5032 according to the EnDat2.2 encoder data sheet.
◦ Reverse any previous parameter changes by means of a CoE reset: enter 0x64616F6C inobject
0x1011:01 [}101].
◦ If an encoder voltage of, for sample, 9 V is set in object 0x8008:13 [}101], ensure before
connecting that this is supported by both encoders.
6. The data can now be read via the process data [}100].

6.2 TwinCAT Development Environment

The Software for automation TwinCAT (The Windows Control and Automation Technology) will be distinguished into:
• TwinCAT2: System Manager (Configuration) & PLC Control (Programming)
• TwinCAT3: Enhancement of TwinCAT2 (Programming and Configuration takes place via a common Development Environment)
Details:
TwinCAT2:
◦ Connects I/O devices to tasks in a variable-oriented manner ◦ Connects tasks to tasks in a variable-oriented manner ◦ Supports units at the bit level ◦ Supports synchronous or asynchronous relationships ◦ Exchange of consistent data areas and process images ◦ Datalink on NT - Programs by open Microsoft Standards (OLE, OCX, ActiveX, DCOM+, etc.) ◦ Integration of IEC 61131-3-Software-SPS, Software- NC and Software-CNC within Windows
NT/2000/XP/Vista, Windows 7, NT/XP Embedded, CE
◦ Interconnection to all common fieldbusses
More…
Additional features:
TwinCAT3 (eXtended Automation):
◦ Visual-Studio®-Integration ◦ Choice of the programming language ◦ Supports object orientated extension of IEC 61131-3 ◦ Usage of C/C++ as programming language for real time applications
EL5032, EL5032-009050 Version: 2.4
Commissioning
◦ Connection to MATLAB®/Simulink® ◦ Open interface for expandability ◦ Flexible run-time environment ◦ Active support of Multi-Core- und 64-Bit-Operatingsystem ◦ Automatic code generation and project creation with the TwinCAT Automation Interface
More…
Within the following sections commissioning of the TwinCAT Development Environment on a PC System for the control and also the basically functions of unique control elements will be explained.
Please see further information to TwinCAT2 and TwinCAT3 at http://infosys.beckhoff.com.

6.2.1 Installation of the TwinCAT real-time driver

In order to assign real-time capability to a standard Ethernet port of an IPC controller, the Beckhoff real-time driver has to be installed on this port under Windows.
This can be done in several ways. One option is described here.
In the System Manager call up the TwinCAT overview of the local network interfaces via Options → Show Real Time Ethernet Compatible Devices.
Fig.36: System Manager “Options” (TwinCAT2)
This have to be called up by the Menü “TwinCAT” within the TwinCAT3 environment:
Fig.37: Call up under VS Shell (TwinCAT3)
The following dialog appears:
Commissioning
Fig.38: Overview of network interfaces
Interfaces listed under “Compatible devices” can be assigned a driver via the “Install” button. A driver should only be installed on compatible devices.
A Windows warning regarding the unsigned driver can be ignored.
Alternatively an EtherCAT-device can be inserted first of all as described in chapter Offline configuration creation, section “Creating the EtherCAT device” [}61] in order to view the compatible ethernet ports via its
EtherCAT properties (tab „Adapter“, button „Compatible Devices…“):
Fig.39: EtherCAT device properties(TwinCAT2): click on Compatible Devices…“ of tab Adapter
TwinCAT 3: the properties of the EtherCAT device can be opened by double click on “Device .. (EtherCAT)” within the Solution Explorer under “I/O”:
After the installation the driver appears activated in the Windows overview for the network interface (Windows Start → System Properties → Network)
EL5032, EL5032-009052 Version: 2.4
Commissioning
Fig.40: Windows properties of the network interface
A correct setting of the driver could be:
Fig.41: Exemplary correct driver setting for the Ethernet port
Other possible settings have to be avoided:
Commissioning
Fig.42: Incorrect driver settings for the Ethernet port
EL5032, EL5032-009054 Version: 2.4
IP address of the port used
IP address/DHCP
In most cases an Ethernet port that is configured as an EtherCAT device will not transport general IP packets. For this reason and in cases where an EL6601 or similar devices are used it is useful to specify a fixed IP address for this port via the “Internet Protocol TCP/IP” driver setting and to disable DHCP. In this way the delay associated with the DHCP client for the Ethernet port assigning itself a default IP address in the absence of a DHCP server is avoided. A suitable address space is
192.168.x.x, for example.
Commissioning
Fig.43: TCP/IP setting for the Ethernet port
Commissioning

6.2.2 Notes regarding ESI device description

Installation of the latest ESI device description
The TwinCAT EtherCAT master/System Manager needs the device description files for the devices to be used in order to generate the configuration in online or offline mode. The device descriptions are contained in the so-called ESI files (EtherCAT Slave Information) in XML format. These files can be requested from the respective manufacturer and are made available for download. An *.xml file may contain several device descriptions.
The ESI files for Beckhoff EtherCAT devices are available on the Beckhoff website.
The ESI files should be stored in the TwinCAT installation directory.
Default settings:
TwinCAT2: C:\TwinCAT\IO\EtherCAT
TwinCAT3: C:\TwinCAT\3.1\Config\Io\EtherCAT
The files are read (once) when a new System Manager window is opened, if they have changed since the last time the System Manager window was opened.
A TwinCAT installation includes the set of Beckhoff ESI files that was current at the time when the TwinCAT build was created.
For TwinCAT2.11/TwinCAT3 and higher, the ESI directory can be updated from the System Manager, if the programming PC is connected to the Internet; by
TwinCAT2: Option → “Update EtherCAT Device Descriptions”
TwinCAT3: TwinCAT → EtherCAT Devices → “Update Device Descriptions (via ETG Website)…”
The TwinCAT ESI Updater [}60] is available for this purpose.
ESI
The *.xml files are associated with *.xsd files, which describe the structure of the ESI XML files. To update the ESI device descriptions, both file types should therefore be updated.
Device differentiation
EtherCAT devices/slaves are distinguished by four properties, which determine the full device identifier. For example, the device identifier EL2521-0025-1018 consists of:
• family key “EL”
• name “2521”
• type “0025”
• and revision “1018”
Fig.44: Identifier structure
The order identifier consisting of name + type (here: EL2521-0010) describes the device function. The revision indicates the technical progress and is managed by Beckhoff. In principle, a device with a higher revision can replace a device with a lower revision, unless specified otherwise, e.g. in the documentation.
Each revision has its own ESI description. See further notes [}7].
EL5032, EL5032-009056 Version: 2.4
Commissioning
Online description
If the EtherCAT configuration is created online through scanning of real devices (see section Online setup) and no ESI descriptions are available for a slave (specified by name and revision) that was found, the System Manager asks whether the description stored in the device should be used. In any case, the System Manager needs this information for setting up the cyclic and acyclic communication with the slave correctly.
Fig.45: OnlineDescription information window (TwinCAT2)
In TwinCAT3 a similar window appears, which also offers the Web update:
Fig.46: Information window OnlineDescription (TwinCAT3)
If possible, the Yes is to be rejected and the required ESI is to be requested from the device manufacturer. After installation of the XML/XSD file the configuration process should be repeated.
NOTE
Changing the ‘usual’ configuration through a scan
ü If a scan discovers a device that is not yet known to TwinCAT, distinction has to be made between two
cases. Taking the example here of the EL2521-0000 in the revision 1019
a) no ESI is present for the EL2521-0000 device at all, either for the revision 1019 or for an older revision.
The ESI must then be requested from the manufacturer (in this case Beckhoff).
b) an ESI is present for the EL2521-0000 device, but only in an older revision, e.g. 1018 or 1017.
In this case an in-house check should first be performed to determine whether the spare parts stock al­lows the integration of the increased revision into the configuration at all. A new/higher revision usually also brings along new features. If these are not to be used, work can continue without reservations with the previous revision 1018 in the configuration. This is also stated by the Beckhoff compatibility rule.
Refer in particular to the chapter ‘General notes on the use of Beckhoff EtherCAT IO components’ and for manual configuration to the chapter ‘Offline configuration creation’ [}61].
If the OnlineDescription is used regardless, the System Manager reads a copy of the device description from the EEPROM in the EtherCAT slave. In complex slaves the size of the EEPROM may not be sufficient for the complete ESI, in which case the ESI would be incomplete in the configurator. Therefore it’s recommended using an offline ESI file with priority in such a case.
The System Manager creates for online recorded device descriptions a new file “OnlineDescription0000...xml” in its ESI directory, which contains all ESI descriptions that were read online.
Commissioning
Fig.47: File OnlineDescription.xml created by the System Manager
Is a slave desired to be added manually to the configuration at a later stage, online created slaves are indicated by a prepended symbol “>” in the selection list (see Figure “Indication of an online recorded ESI of EL2521 as an example”).
Fig.48: Indication of an online recorded ESI of EL2521 as an example
If such ESI files are used and the manufacturer's files become available later, the file OnlineDescription.xml should be deleted as follows:
• close all System Manager windows
• restart TwinCAT in Config mode
• delete "OnlineDescription0000...xml"
• restart TwinCAT System Manager
This file should not be visible after this procedure, if necessary press <F5> to update
OnlineDescription for TwinCAT3.x
In addition to the file described above "OnlineDescription0000...xml" , a so called EtherCAT cache with new discovered devices is created by TwinCAT3.x, e.g. under Windows 7:
(Please note the language settings of the OS!) You have to delete this file, too.
Faulty ESI file
If an ESI file is faulty and the System Manager is unable to read it, the System Manager brings up an information window.
Fig.49: Information window for faulty ESI file (left: TwinCAT2; right: TwinCAT3)
EL5032, EL5032-009058 Version: 2.4
Reasons may include:
• Structure of the *.xml does not correspond to the associated *.xsd file → check your schematics
• Contents cannot be translated into a device description → contact the file manufacturer
Commissioning
Commissioning

6.2.3 TwinCAT ESI Updater

For TwinCAT2.11 and higher, the System Manager can search for current Beckhoff ESI files automatically, if an online connection is available:
Fig.50: Using the ESI Updater (>= TwinCAT2.11)
The call up takes place under: “Options” → "Update EtherCAT Device Descriptions"
Selection under TwinCAT3:
Fig.51: Using the ESI Updater (TwinCAT3)
The ESI Updater (TwinCAT3) is a convenient option for automatic downloading of ESI data provided by EtherCAT manufacturers via the Internet into the TwinCAT directory (ESI = EtherCAT slave information). TwinCAT accesses the central ESI ULR directory list stored at ETG; the entries can then be viewed in the Updater dialog, although they cannot be changed there.
The call up takes place under: “TwinCAT“ → „EtherCAT Devices“ → “Update Device Description (via ETG Website)…“.

6.2.4 Distinction between Online and Offline

The distinction between online and offline refers to the presence of the actual I/O environment (drives, terminals, EJ-modules). If the configuration is to be prepared in advance of the system configuration as a programming system, e.g. on a laptop, this is only possible in “Offline configuration” mode. In this case all components have to be entered manually in the configuration, e.g. based on the electrical design.
If the designed control system is already connected to the EtherCAT system and all components are energised and the infrastructure is ready for operation, the TwinCAT configuration can simply be generated through “scanning” from the runtime system. This is referred to as online configuration.
In any case, during each startup the EtherCAT master checks whether the slaves it finds match the configuration. This test can be parameterised in the extended slave settings. Refer to note “Installation of the latest ESI-XML device description” [}56].
For preparation of a configuration:
• the real EtherCAT hardware (devices, couplers, drives) must be present and installed
• the devices/modules must be connected via EtherCAT cables or in the terminal/ module strand in the same way as they are intended to be used later
EL5032, EL5032-009060 Version: 2.4
Commissioning
• the devices/modules be connected to the power supply and ready for communication
• TwinCAT must be in CONFIG mode on the target system.
The online scan process consists of:
detecting the EtherCAT device [}66] (Ethernet port at the IPC)
detecting the connected EtherCAT devices [}67]. This step can be carried out independent of the preceding step
troubleshooting [}70]
The scan with existing configuration [}71] can also be carried out for comparison.

6.2.5 OFFLINE configuration creation

Creating the EtherCAT device
Create an EtherCAT device in an empty System Manager window.
Fig.52: Append EtherCAT device (left: TwinCAT2; right: TwinCAT3)
Select type ‘EtherCAT’ for an EtherCAT I/O application with EtherCAT slaves. For the present publisher/ subscriber service in combination with an EL6601/EL6614 terminal select “EtherCAT Automation Protocol via EL6601”.
Fig.53: Selecting the EtherCAT connection (TwinCAT2.11, TwinCAT3)
Then assign a real Ethernet port to this virtual device in the runtime system.
Fig.54: Selecting the Ethernet port
Commissioning
This query may appear automatically when the EtherCAT device is created, or the assignment can be set/ modified later in the properties dialog; see Fig. “EtherCAT device properties (TwinCAT2)”.
Fig.55: EtherCAT device properties (TwinCAT2)
TwinCAT 3: the properties of the EtherCAT device can be opened by double click on “Device .. (EtherCAT)” within the Solution Explorer under “I/O”:
Selecting the Ethernet port
Ethernet ports can only be selected for EtherCAT devices for which the TwinCAT real-time driver is installed. This has to be done separately for each port. Please refer to the respective installation page [}51].
Defining EtherCAT slaves
Further devices can be appended by right-clicking on a device in the configuration tree.
Fig.56: Appending EtherCAT devices (left: TwinCAT2; right: TwinCAT3)
The dialog for selecting a new device opens. Only devices for which ESI files are available are displayed.
Only devices are offered for selection that can be appended to the previously selected device. Therefore the physical layer available for this port is also displayed (Fig. “Selection dialog for new EtherCAT device”, A). In the case of cable-based Fast-Ethernet physical layer with PHY transfer, then also only cable-based devices are available, as shown in Fig. “Selection dialog for new EtherCAT device”. If the preceding device has several free ports (e.g. EK1122 or EK1100), the required port can be selected on the right-hand side (A).
Overview of physical layer
• “Ethernet”: cable-based 100BASE-TX: EK couplers, EP boxes, devices with RJ45/M8/M12 connector
EL5032, EL5032-009062 Version: 2.4
• “E-Bus”: LVDS “terminal bus”, “EJ-module”: EL/ES terminals, various modular modules
The search field facilitates finding specific devices (since TwinCAT2.11 or TwinCAT3).
Commissioning
Fig.57: Selection dialog for new EtherCAT device
By default only the name/device type is used as selection criterion. For selecting a specific revision of the device the revision can be displayed as “Extended Information”.
Fig.58: Display of device revision
In many cases several device revisions were created for historic or functional reasons, e.g. through technological advancement. For simplification purposes (see Fig. “Selection dialog for new EtherCAT device”) only the last (i.e. highest) revision and therefore the latest state of production is displayed in the selection dialog for Beckhoff devices. To show all device revisions available in the system as ESI descriptions tick the “Show Hidden Devices” check box, see Fig. “Display of previous revisions”.
Commissioning
Fig.59: Display of previous revisions
Device selection based on revision, compatibility
The ESI description also defines the process image, the communication type between master and slave/device and the device functions, if applicable. The physical device (firmware, if available) has to support the communication queries/settings of the master. This is backward compatible, i.e. newer devices (higher revision) should be supported if the EtherCAT master addresses them as an older revision. The following compatibility rule of thumb is to be assumed for Beckhoff EtherCAT Terminals/ Boxes/ EJ-modules:
device revision in the system >= device revision in the configuration
This also enables subsequent replacement of devices without changing the configuration (different specifications are possible for drives).
Example:
If an EL2521-0025-1018 is specified in the configuration, an EL2521-0025-1018 or higher (-1019, -1020) can be used in practice.
Fig.60: Name/revision of the terminal
If current ESI descriptions are available in the TwinCAT system, the last revision offered in the selection dialog matches the Beckhoff state of production. It is recommended to use the last device revision when creating a new configuration, if current Beckhoff devices are used in the real application. Older revisions should only be used if older devices from stock are to be used in the application.
In this case the process image of the device is shown in the configuration tree and can be parameterised as follows: linking with the task, CoE/DC settings, plug-in definition, startup settings, ...
EL5032, EL5032-009064 Version: 2.4
Commissioning
Fig.61: EtherCAT terminal in the TwinCAT tree (left: TwinCAT2; right: TwinCAT3)
Commissioning

6.2.6 ONLINE configuration creation

Detecting/scanning of the EtherCAT device
The online device search can be used if the TwinCAT system is in CONFIG mode. This can be indicated by a symbol right below in the information bar:
• on TwinCAT2 by a blue display “Config Mode” within the System Manager window: .
• on TwinCAT3 within the user interface of the development environment by a symbol .
TwinCAT can be set into this mode:
• TwinCAT2: by selection of in the Menubar or by “Actions” → “Set/Reset TwinCATtoConfig Mode…”
• TwinCAT3: by selection of in the Menubar or by „TwinCAT“ → “RestartTwinCAT(ConfigMode)“
Online scanning in Config mode
The online search is not available in RUN mode (production operation). Note the differentiation be­tween TwinCAT programming system and TwinCAT target system.
The TwinCAT2 icon ( ) or TwinCAT3 icon ( ) within the Windows-Taskbar always shows the TwinCAT mode of the local IPC. Compared to that, the System Manager window of TwinCAT2 or the user interface of TwinCAT3 indicates the state of the target system.
Fig.62: Differentiation local/target system (left: TwinCAT2; right: TwinCAT3)
Right-clicking on “I/O Devices” in the configuration tree opens the search dialog.
Fig.63: Scan Devices (left: TwinCAT2; right: TwinCAT3)
This scan mode attempts to find not only EtherCAT devices (or Ethernet ports that are usable as such), but also NOVRAM, fieldbus cards, SMB etc. However, not all devices can be found automatically.
Fig.64: Note for automatic device scan (left: TwinCAT2; right: TwinCAT3)
EL5032, EL5032-009066 Version: 2.4
Commissioning
Ethernet ports with installed TwinCAT real-time driver are shown as “RT Ethernet” devices. An EtherCAT frame is sent to these ports for testing purposes. If the scan agent detects from the response that an EtherCAT slave is connected, the port is immediately shown as an “EtherCAT Device” .
Fig.65: Detected Ethernet devices
Via respective checkboxes devices can be selected (as illustrated in Fig. “Detected Ethernet devices” e.g. Device 3 and Device 4 were chosen). After confirmation with “OK” a device scan is suggested for all selected devices, see Fig.: “Scan query after automatic creation of an EtherCAT device”.
Selecting the Ethernet port
Ethernet ports can only be selected for EtherCAT devices for which the TwinCAT real-time driver is installed. This has to be done separately for each port. Please refer to the respective installation page [}51].
Detecting/Scanning the EtherCAT devices
Online scan functionality
During a scan the master queries the identity information of the EtherCAT slaves from the slave EEPROM. The name and revision are used for determining the type. The respective devices are lo­cated in the stored ESI data and integrated in the configuration tree in the default state defined there.
Fig.66: Example default state
NOTE
Slave scanning in practice in series machine production
The scanning function should be used with care. It is a practical and fast tool for creating an initial configu­ration as a basis for commissioning. In series machine production or reproduction of the plant, however, the
function should no longer be used for the creation of the configuration, but if necessary for comparison [}71] with the defined initial configuration.Background: since Beckhoff occasionally increases the revision
version of the delivered products for product maintenance reasons, a configuration can be created by such a scan which (with an identical machine construction) is identical according to the device list; however, the respective device revision may differ from the initial configuration.
Example:
Company A builds the prototype of a machine B, which is to be produced in series later on. To do this the prototype is built, a scan of the IO devices is performed in TwinCAT and the initial configuration ‘B.tsm’ is created. The EL2521-0025 EtherCAT terminal with the revision 1018 is located somewhere. It is thus built into the TwinCAT configuration in this way:
Commissioning
Fig.67: Installing EthetCAT terminal with revision -1018
Likewise, during the prototype test phase, the functions and properties of this terminal are tested by the programmers/commissioning engineers and used if necessary, i.e. addressed from the PLC ‘B.pro’ or the NC. (the same applies correspondingly to the TwinCAT3 solution files).
The prototype development is now completed and series production of machine B starts, for which Beckhoff continues to supply the EL2521-0025-0018. If the commissioning engineers of the series machine production department always carry out a scan, a B configuration with the identical contents results again for each machine. Likewise, A might create spare parts stores worldwide for the coming series-produced machines with EL2521-0025-1018 terminals.
After some time Beckhoff extends the EL2521-0025 by a new feature C. Therefore the FW is changed, outwardly recognizable by a higher FW version and a new revision -1019. Nevertheless the new device naturally supports functions and interfaces of the predecessor version(s); an adaptation of ‘B.tsm’ or even ‘B.pro’ is therefore unnecessary. The series-produced machines can continue to be built with ‘B.tsm’ and
‘B.pro’; it makes sense to perform a comparative scan [}71] against the initial configuration ‘B.tsm’ in order to check the built machine.
However, if the series machine production department now doesn’t use ‘B.tsm’, but instead carries out a scan to create the productive configuration, the revision -1019 is automatically detected and built into the configuration:
Fig.68: Detection of EtherCAT terminal with revision -1019
This is usually not noticed by the commissioning engineers. TwinCAT cannot signal anything either, since virtually a new configuration is created. According to the compatibility rule, however, this means that no EL2521-0025-1018 should be built into this machine as a spare part (even if this nevertheless works in the vast majority of cases).
In addition, it could be the case that, due to the development accompanying production in company A, the new feature C of the EL2521-0025-1019 (for example, an improved analog filter or an additional process data for the diagnosis) is discovered and used without in-house consultation. The previous stock of spare part devices are then no longer to be used for the new configuration ‘B2.tsm’ created in this way.Þ if series machine production is established, the scan should only be performed for informative purposes for comparison with a defined initial configuration. Changes are to be made with care!
If an EtherCAT device was created in the configuration (manually or through a scan), the I/O field can be scanned for devices/slaves.
Fig.69: Scan query after automatic creation of an EtherCAT device (left: TwinCAT2; right: TwinCAT3)
EL5032, EL5032-009068 Version: 2.4
Commissioning
Fig.70: Manual triggering of a device scan on a specified EtherCAT device (left: TwinCAT2; right:
TwinCAT3)
In the System Manager (TwinCAT2) or the User Interface (TwinCAT3) the scan process can be monitored via the progress bar at the bottom in the status bar.
Fig.71: Scan progressexemplary by TwinCAT2
The configuration is established and can then be switched to online state (OPERATIONAL).
Fig.72: Config/FreeRun query (left: TwinCAT2; right: TwinCAT3)
In Config/FreeRun mode the System Manager display alternates between blue and red, and the EtherCAT device continues to operate with the idling cycle time of 4 ms (default setting), even without active task (NC, PLC).
Fig.73: Displaying of “Free Run” and “Config Mode” toggling right below in the status bar
Fig.74: TwinCAT can also be switched to this state by using a button (left: TwinCAT2; right: TwinCAT3)
The EtherCAT system should then be in a functional cyclic state, as shown in Fig. “Online display example”.
Commissioning
Fig.75: Online display example
Please note:
• all slaves should be in OP state
• the EtherCAT master should be in “Actual State” OP
• “frames/sec” should match the cycle time taking into account the sent number of frames
• no excessive “LostFrames” or CRC errors should occur
The configuration is now complete. It can be modified as described under manual procedure [}61].
Troubleshooting
Various effects may occur during scanning.
• An unknown device is detected, i.e. an EtherCAT slave for which no ESI XML description is available. In this case the System Manager offers to read any ESI that may be stored in the device. This case is described in the chapter "Notes regarding ESI device description".
Device are not detected properly Possible reasons include:
- faulty data links, resulting in data loss during the scan
- slave has invalid device description The connections and devices should be checked in a targeted manner, e.g. via the emergency scan. Then re-run the scan.
Fig.76: Faulty identification
In the System Manager such devices may be set up as EK0000 or unknown devices. Operation is not possible or meaningful.
EL5032, EL5032-009070 Version: 2.4
Commissioning
Scan over existing Configuration
NOTE
Change of the configuration after comparison
With this scan (TwinCAT2.11 or 3.1) only the device properties vendor (manufacturer), device name and revision are compared at present! A ‘ChangeTo’ or ‘Copy’ should only be carried out with care, taking into consideration the Beckhoff IO compatibility rule (see above). The device configuration is then replaced by the revision found; this can affect the supported process data and functions.
If a scan is initiated for an existing configuration, the actual I/O environment may match the configuration exactly or it may differ. This enables the configuration to be compared.
Fig.77: Identical configuration (left: TwinCAT2; right: TwinCAT3)
If differences are detected, they are shown in the correction dialog, so that the user can modify the configuration as required.
Fig.78: Correction dialog
It is advisable to tick the “Extended Information” check box to reveal differences in the revision.
Commissioning
Colour Explanation
green This EtherCAT slave matches the entry on the other side. Both type and revision match. blue This EtherCAT slave is present on the other side, but in a different revision. This other
revision can have other default values for the process data as well as other/additional functions. If the found revision is higher than the configured revision, the slave may be used provided compatibility issues are taken into account.
If the found revision is lower than the configured revision, it is likely that the slave cannot be used. The found device may not support all functions that the master expects based on the
higher revision number. light blue This EtherCAT slave is ignored (“Ignore” button) red • This EtherCAT slave is not present on the other side.
• It is present, but in a different revision, which also differs in its properties from the one specified. The compatibility principle then also applies here: if the found revision is higher than the configured revision, use is possible provided compatibility issues are taken into account, since the successor devices should support the functions of the predecessor devices. If the found revision is lower than the configured revision, it is likely that the slave cannot be used. The found device may not support all functions that the master expects based on the higher revision number.
Device selection based on revision, compatibility
The ESI description also defines the process image, the communication type between master and slave/device and the device functions, if applicable. The physical device (firmware, if available) has to support the communication queries/settings of the master. This is backward compatible, i.e. newer devices (higher revision) should be supported if the EtherCAT master addresses them as an older revision. The following compatibility rule of thumb is to be assumed for Beckhoff EtherCAT Terminals/ Boxes/ EJ-modules:
device revision in the system >= device revision in the configuration
This also enables subsequent replacement of devices without changing the configuration (different specifications are possible for drives).
Example:
If an EL2521-0025-1018 is specified in the configuration, an EL2521-0025-1018 or higher (-1019, -1020) can be used in practice.
Fig.79: Name/revision of the terminal
If current ESI descriptions are available in the TwinCAT system, the last revision offered in the selection dialog matches the Beckhoff state of production. It is recommended to use the last device revision when creating a new configuration, if current Beckhoff devices are used in the real application. Older revisions should only be used if older devices from stock are to be used in the application.
In this case the process image of the device is shown in the configuration tree and can be parameterised as follows: linking with the task, CoE/DC settings, plug-in definition, startup settings, ...
EL5032, EL5032-009072 Version: 2.4
Fig.80: Correction dialog with modifications
Commissioning
Once all modifications have been saved or accepted, click “OK” to transfer them to the real *.tsm configuration.
Change to Compatible Type
TwinCAT offers a function “Change to Compatible Type…” for the exchange of a device whilst retaining the links in the task.
Fig.81: DialogChange to Compatible Type…” (left: TwinCAT2; right: TwinCAT3)
This function is preferably to be used on AX5000 devices.
Change to Alternative Type
The TwinCAT System Manager offers a function for the exchange of a device: Change to Alternative Type
Fig.82: TwinCAT2 Dialog Change to Alternative Type
Commissioning
If called, the System Manager searches in the procured device ESI (in this example: EL1202-0000) for details of compatible devices contained there. The configuration is changed and the ESI-EEPROM is overwritten at the same time – therefore this process is possible only in the online state (ConfigMode).

6.2.7 EtherCAT subscriber configuration

In the left-hand window of the TwinCAT2 System Manager or the Solution Explorer of the TwinCAT3 Development Environment respectively, click on the element of the terminal within the tree you wish to configure (in the example: EL3751 Terminal 3).
Fig.83: Branch element as terminal EL3751
In the right-hand window of the TwinCAT System manager (TwinCAT2) or the Development Environment (TwinCAT3), various tabs are now available for configuring the terminal. And yet the dimension of complexity of a subscriber determines which tabs are provided. Thus as illustrated in the example above the terminal EL3751 provides many setup options and also a respective number of tabs are available. On the contrary by the terminal EL1004 for example the tabs "General", "EtherCAT", "Process Data" and “Online“ are available only. Several terminals, as for instance the EL6695 provide special functions by a tab with its own terminal name, so “EL6695” in this case. A specific tab “Settings” by terminals with a wide range of setup options will be provided also (e.g. EL3751).
„General“ tab
Fig.84: “General” tab
Name Name of the EtherCAT device Id Number of the EtherCAT device Type EtherCAT device type Comment Here you can add a comment (e.g. regarding the
system).
Disabled Here you can deactivate the EtherCAT device. Create symbols Access to this EtherCAT slave via ADS is only
available if this control box is activated.
EL5032, EL5032-009074 Version: 2.4
Commissioning
„EtherCAT“ tab
Fig.85: „EtherCAT“ tab
Type EtherCAT device type Product/Revision Product and revision number of the EtherCAT device Auto Inc Addr. Auto increment address of the EtherCAT device. The
auto increment address can be used for addressing each EtherCAT device in the communication ring through its physical position. Auto increment addressing is used during the start-up phase when the EtherCAT master allocates addresses to the EtherCAT devices. With auto increment addressing the first EtherCAT slave in the ring has the address 0000 decremented by 1 (FFFF
. For each further slave the address is
hex
, FFFE
hex
hex
etc.).
EtherCAT Addr. Fixed address of an EtherCAT slave. This address is
allocated by the EtherCAT master during the start-up phase. Tick the control box to the left of the input field in order to modify the default value.
Previous Port Name and port of the EtherCAT device to which this
device is connected. If it is possible to connect this device with another one without changing the order of the EtherCAT devices in the communication ring, then this combination field is activated and the EtherCAT device to which this device is to be connected can be selected.
Advanced Settings This button opens the dialogs for advanced settings.
The link at the bottom of the tab points to the product page for this EtherCAT device on the web.
“Process Data” tab
Indicates the configuration of the process data. The input and output data of the EtherCAT slave are represented as CANopen process data objects (Process Data Objects, PDOs). The user can select a PDO via PDO assignment and modify the content of the individual PDO via this dialog, if the EtherCAT slave supports this function.
Commissioning
Fig.86: “Process Data” tab
The process data (PDOs) transferred by an EtherCAT slave during each cycle are user data which the application expects to be updated cyclically or which are sent to the slave. To this end the EtherCAT master (Beckhoff TwinCAT) parameterizes each EtherCAT slave during the start-up phase to define which process data (size in bits/bytes, source location, transmission type) it wants to transfer to or from this slave. Incorrect configuration can prevent successful start-up of the slave.
For Beckhoff EtherCAT EL, ES, EM, EJ and EP slaves the following applies in general:
• The input/output process data supported by the device are defined by the manufacturer in the ESI/XML description. The TwinCAT EtherCAT Master uses the ESI description to configure the slave correctly.
• The process data can be modified in the system manager. See the device documentation. Examples of modifications include: mask out a channel, displaying additional cyclic information, 16-bit display instead of 8-bit data size, etc.
• In so-called “intelligent” EtherCAT devices the process data information is also stored in the CoE directory. Any changes in the CoE directory that lead to different PDO settings prevent successful startup of the slave. It is not advisable to deviate from the designated process data, because the device firmware (if available) is adapted to these PDO combinations.
If the device documentation allows modification of process data, proceed as follows (see Figure “Configuring the process data”).
• A: select the device to configure
• B: in the “Process Data” tab select Input or Output under SyncManager (C)
• D: the PDOs can be selected or deselected
• H: the new process data are visible as linkable variables in the system manager The new process data are active once the configuration has been activated and TwinCAT has been restarted (or the EtherCAT master has been restarted)
• E: if a slave supports this, Input and Output PDO can be modified simultaneously by selecting a so­called PDO record (“predefined PDO settings”).
EL5032, EL5032-009076 Version: 2.4
Commissioning
Fig.87: Configuring the process data
Manual modification of the process data
According to the ESI description, a PDO can be identified as “fixed” with the flag “F” in the PDO overview (Fig. “Configuring the process data”, J). The configuration of such PDOs cannot be changed, even if TwinCAT offers the associated dialog (“Edit”). In particular, CoE content cannot be displayed as cyclic process data. This generally also applies in cases where a device supports download of the PDO configuration, “G”. In case of incorrect configuration the EtherCAT slave usu­ally refuses to start and change to OP state. The System Manager displays an “invalid SM cfg” log­ger message: This error message (“invalid SM IN cfg” or “invalid SM OUT cfg”) also indicates the reason for the failed start.
A detailed description [}82] can be found at the end of this section.
„Startup“ tab
The Startup tab is displayed if the EtherCAT slave has a mailbox and supports the CANopen over EtherCAT (CoE) or Servo drive over EtherCAT protocol. This tab indicates which download requests are sent to the mailbox during startup. It is also possible to add new mailbox requests to the list display. The download requests are sent to the slave in the same order as they are shown in the list.
Commissioning
Fig.88: „Startup“ tab
Column Description
Transition Transition to which the request is sent. This can either be
• the transition from pre-operational to safe-operational (PS), or
• the transition from safe-operational to operational (SO).
If the transition is enclosed in "<>" (e.g. <PS>), the mailbox request is fixed and cannot be
modified or deleted by the user. Protocol Type of mailbox protocol Index Index of the object Data Date on which this object is to be downloaded. Comment Description of the request to be sent to the mailbox
Move Up This button moves the selected request up by one
position in the list.
Move Down This button moves the selected request down by one
position in the list.
New This button adds a new mailbox download request to
be sent during startup.
Delete This button deletes the selected entry. Edit This button edits an existing request.
“CoE – Online” tab
The additional CoE - Online tab is displayed if the EtherCAT slave supports the CANopen over EtherCAT (CoE) protocol. This dialog lists the content of the object list of the slave (SDO upload) and enables the user to modify the content of an object from this list. Details for the objects of the individual EtherCAT devices can be found in the device-specific object descriptions.
EL5032, EL5032-009078 Version: 2.4
Commissioning
Fig.89: “CoE – Online” tab
Object list display
Column Description
Index Index and sub-index of the object Name Name of the object Flags RW The object can be read, and data can be written to the object (read/write)
RO The object can be read, but no data can be written to the object (read only) P An additional P identifies the object as a process data object.
Value Value of the object
Update List The Update list button updates all objects in the displayed list Auto Update If this check box is selected, the content of the objects is updated automatically. Advanced The Advanced button opens the Advanced Settings dialog. Here you can specify
which objects are displayed in the list.
Commissioning
Fig.90: Dialog “Advanced settings”
Online - via SDO Information If this option button is selected, the list of the objects included in the object
list of the slave is uploaded from the slave via SDO information. The list below can be used to specify which object types are to be uploaded.
Offline - via EDS File If this option button is selected, the list of the objects included in the object
list is read from an EDS file provided by the user.
„Online“ tab
Fig.91: „Online“ tab
EL5032, EL5032-009080 Version: 2.4
Commissioning
State Machine
Init This button attempts to set the EtherCAT device to the Init state. Pre-Op This button attempts to set the EtherCAT device to the pre-operational state. Op This button attempts to set the EtherCAT device to the operational state. Bootstrap This button attempts to set the EtherCAT device to the Bootstrap state. Safe-Op This button attempts to set the EtherCAT device to the safe-operational state. Clear Error This button attempts to delete the fault display. If an EtherCAT slave fails during
change of state it sets an error flag. Example: An EtherCAT slave is in PREOP state (pre-operational). The master now
requests the SAFEOP state (safe-operational). If the slave fails during change of state it sets the error flag. The current state is now displayed as ERR PREOP. When the Clear Error button is pressed the error flag is cleared, and the current state is displayed as PREOP again.
Current State Indicates the current state of the EtherCAT device. Requested State Indicates the state requested for the EtherCAT device.
DLL Status
Indicates the DLL status (data link layer status) of the individual ports of the EtherCAT slave. The DLL status can have four different states:
Status Description
No Carrier / Open No carrier signal is available at the port, but the port is open. No Carrier / Closed No carrier signal is available at the port, and the port is closed. Carrier / Open A carrier signal is available at the port, and the port is open. Carrier / Closed A carrier signal is available at the port, but the port is closed.
File Access over EtherCAT
Download With this button a file can be written to the EtherCAT device. Upload With this button a file can be read from the EtherCAT device.
"DC" tab (Distributed Clocks)
Fig.92: "DC" tab (Distributed Clocks)
Operation Mode Options (optional):
• FreeRun
• SM-Synchron
• DC-Synchron (Input based)
• DC-Synchron
Advanced Settings… Advanced settings for readjustment of the real time determinant TwinCAT-
clock
Detailed information to Distributed Clocks are specified on http://infosys.beckhoff.com:
Commissioning
Fieldbus Components → EtherCAT Terminals → EtherCAT System documentation → EtherCAT basics → Distributed Clocks
6.2.7.1 Detailed description of Process Data tab
Sync Manager
Lists the configuration of the Sync Manager (SM). If the EtherCAT device has a mailbox, SM0 is used for the mailbox output (MbxOut) and SM1 for the mailbox input (MbxIn). SM2 is used for the output process data (outputs) and SM3 (inputs) for the input process data.
If an input is selected, the corresponding PDO assignment is displayed in the PDO Assignment list below.
PDO Assignment
PDO assignment of the selected Sync Manager. All PDOs defined for this Sync Manager type are listed here:
• If the output Sync Manager (outputs) is selected in the Sync Manager list, all RxPDOs are displayed.
• If the input Sync Manager (inputs) is selected in the Sync Manager list, all TxPDOs are displayed.
The selected entries are the PDOs involved in the process data transfer. In the tree diagram of the System Manager these PDOs are displayed as variables of the EtherCAT device. The name of the variable is identical to the Name parameter of the PDO, as displayed in the PDO list. If an entry in the PDO assignment list is deactivated (not selected and greyed out), this indicates that the input is excluded from the PDO assignment. In order to be able to select a greyed out PDO, the currently selected PDO has to be deselected first.
Activation of PDO assignment
ü If you have changed the PDO assignment, in order to activate the new PDO assignment,
a) the EtherCAT slave has to run through the PS status transition cycle (from pre-operational to
safe-operational) once (see Online tab [}80]),
b) and the System Manager has to reload the EtherCAT slaves
( button for TwinCAT2 or button for TwinCAT3)
PDO list
List of all PDOs supported by this EtherCAT device. The content of the selected PDOs is displayed in the PDO Content list. The PDO configuration can be modified by double-clicking on an entry.
Column Description
Index PDO index. Size Size of the PDO in bytes. Name Name of the PDO.
If this PDO is assigned to a Sync Manager, it appears as a variable of the slave with this parameter as the name.
Flags F Fixed content: The content of this PDO is fixed and cannot be changed by the
System Manager.
M Mandatory PDO. This PDO is mandatory and must therefore be assigned to a
Sync Manager! Consequently, this PDO cannot be deleted from the PDO Assignment list
SM Sync Manager to which this PDO is assigned. If this entry is empty, this PDO does not take
part in the process data traffic.
SU Sync unit to which this PDO is assigned.
EL5032, EL5032-009082 Version: 2.4
Commissioning
PDO Content
Indicates the content of the PDO. If flag F (fixed content) of the PDO is not set the content can be modified.
Download
If the device is intelligent and has a mailbox, the configuration of the PDO and the PDO assignments can be downloaded to the device. This is an optional feature that is not supported by all EtherCAT slaves.
PDO Assignment
If this check box is selected, the PDO assignment that is configured in the PDO Assignment list is downloaded to the device on startup. The required commands to be sent to the device can be viewed in the
Startup [}77] tab.
PDO Configuration
If this check box is selected, the configuration of the respective PDOs (as shown in the PDO list and the PDO Content display) is downloaded to the EtherCAT slave.

6.3 General Notes - EtherCAT Slave Application

This summary briefly deals with a number of aspects of EtherCAT Slave operation under TwinCAT. More detailed information on this may be found in the corresponding sections of, for instance, the EtherCAT System Documentation.
Diagnosis in real time: WorkingCounter, EtherCAT State and Status
Generally speaking an EtherCAT Slave provides a variety of diagnostic information that can be used by the controlling task.
This diagnostic information relates to differing levels of communication. It therefore has a variety of sources, and is also updated at various times.
Any application that relies on I/O data from a fieldbus being correct and up to date must make diagnostic access to the corresponding underlying layers. EtherCAT and the TwinCAT System Manager offer comprehensive diagnostic elements of this kind. Those diagnostic elements that are helpful to the controlling task for diagnosis that is accurate for the current cycle when in operation (not during commissioning) are discussed below.
Fig.93: Selection of the diagnostic information of an EtherCAT Slave
Commissioning
In general, an EtherCAT Slave offers
• communication diagnosis typical for a slave (diagnosis of successful participation in the exchange of process data, and correct operating mode) This diagnosis is the same for all slaves.
as well as
• function diagnosis typical for a channel (device-dependent) See the corresponding device documentation
The colors in Fig. “Selection of the diagnostic information of an EtherCAT Slave” also correspond to the variable colors in the System Manager, see Fig. “Basic EtherCAT Slave Diagnosis in the PLC”.
Colour Meaning
yellow Input variables from the Slave to the EtherCAT Master, updated in every cycle red Output variables from the Slave to the EtherCAT Master, updated in every cycle green Information variables for the EtherCAT Master that are updated acyclically. This means that
it is possible that in any particular cycle they do not represent the latest possible status. It is therefore useful to read such variables through ADS.
Fig. “Basic EtherCAT Slave Diagnosis in the PLC” shows an example of an implementation of basic EtherCAT Slave Diagnosis. A Beckhoff EL3102 (2-channel analogue input terminal) is used here, as it offers both the communication diagnosis typical of a slave and the functional diagnosis that is specific to a channel. Structures are created as input variables in the PLC, each corresponding to the process image.
Fig.94: Basic EtherCAT Slave Diagnosis in the PLC
EL5032, EL5032-009084 Version: 2.4
The following aspects are covered here:
Code Function Implementation Application/evaluation
A The EtherCAT Master's diagnostic infor-
mation updated acyclically (yellow) or provided
acyclically (green).
B In the example chosen (EL3102) the
EL3102 comprises two analogue input channels that transmit a single function status for the most recent cycle.
C For every EtherCAT Slave that has cyclic
process data, the Master displays, using what is known as a WorkingCounter, whether the slave is participating success­fully and without error in the cyclic ex­change of process data. This important, el­ementary information is therefore provided for the most recent cycle in the System Manager
1. at the EtherCAT Slave, and, with identical contents
2. as a collective variable at the EtherCAT Master (see Point A)
for linking.
D Diagnostic information of the EtherCAT
Master which, while it is represented at the slave for linking, is actually determined by the Master for the Slave concerned and represented there. This information cannot be characterized as real-time, because it
• is only rarely/never changed, except when the system starts up
• is itself determined acyclically (e.g. EtherCAT Status)
Status
• the bit significations may be found in the device documentation
• other devices may supply more information, or none that is typical of a slave
WcState (Working Counter) 0: valid real-time communication in
the last cycle 1: invalid real-time communication This may possibly have effects on
the process data of other Slaves that are located in the same Syn­cUnit
State current Status (INIT..OP) of the
Slave. The Slave must be in OP (=8) when operating normally.
AdsAddr
The ADS address is useful for communicating from the PLC/task via ADS with the EtherCAT Slave, e.g. for reading/writing to the CoE. The AMS-NetID of a slave corre­sponds to the AMS-NetID of the EtherCAT Master; communication with the individual Slave is possible via the port (= EtherCAT address).
At least the DevState is to be evaluated for the most recent cycle in the PLC.
The EtherCAT Master's diagnostic informa­tion offers many more possibilities than are treated in the EtherCAT System Documenta­tion. A few keywords:
• CoE in the Master for communication with/through the Slaves
• Functions from TcEtherCAT.lib
• Perform an OnlineScan
In order for the higher-level PLC task (or cor­responding control applications) to be able to rely on correct data, the function status must be evaluated there. Such information is therefore provided with the process data for the most recent cycle.
In order for the higher-level PLC task (or cor­responding control applications) to be able to rely on correct data, the communication sta­tus of the EtherCAT Slave must be evaluated there. Such information is therefore provided with the process data for the most recent cy­cle.
Information variables for the EtherCAT Mas­ter that are updated acyclically. This means that it is possible that in any particular cycle they do not represent the latest possible sta­tus. It is therefore possible to read such vari­ables through ADS.
Commissioning
NOTE
Diagnostic information
It is strongly recommended that the diagnostic information made available is evaluated so that the applica­tion can react accordingly.
CoE Parameter Directory
The CoE parameter directory (CanOpen-over-EtherCAT) is used to manage the set values for the slave concerned. Changes may, in some circumstances, have to be made here when commissioning a relatively complex EtherCAT Slave. It can be accessed through the TwinCAT System Manager, see Fig. “EL3102, CoE directory”:
Commissioning
Fig.95: EL3102, CoE directory
EtherCAT System Documentation
The comprehensive description in the EtherCAT System Documentation (EtherCAT Basics --> CoE Interface) must be observed!
A few brief extracts:
• Whether changes in the online directory are saved locally in the slave depends on the device. EL terminals (except the EL66xx) are able to save in this way.
• The user must manage the changes to the StartUp list.
Commissioning aid in the TwinCAT System Manager
Commissioning interfaces are being introduced as part of an ongoing process for EL/EP EtherCAT devices. These are available in TwinCAT System Managers from TwinCAT 2.11R2 and above. They are integrated into the System Manager through appropriately extended ESI configuration files.
EL5032, EL5032-009086 Version: 2.4
Commissioning
Fig.96: Example of commissioning aid for a EL3204
This commissioning process simultaneously manages
• CoE Parameter Directory
• DC/FreeRun mode
• the available process data records (PDO)
Although the "Process Data", "DC", "Startup" and "CoE-Online" that used to be necessary for this are still displayed, it is recommended that, if the commissioning aid is used, the automatically generated settings are not changed by it.
The commissioning tool does not cover every possible application of an EL/EP device. If the available setting options are not adequate, the user can make the DC, PDO and CoE settings manually, as in the past.
EtherCAT State: automatic default behaviour of the TwinCAT System Manager and manual operation
After the operating power is switched on, an EtherCAT Slave must go through the following statuses
• INIT
• PREOP
• SAFEOP
• OP
to ensure sound operation. The EtherCAT Master directs these statuses in accordance with the initialization routines that are defined for commissioning the device by the ES/XML and user settings (Distributed Clocks
(DC), PDO, CoE). See also the section on "Principles of Communication, EtherCAT State Machine [}20]" in this connection. Depending how much configuration has to be done, and on the overall communication, booting can take up to a few seconds.
The EtherCAT Master itself must go through these routines when starting, until it has reached at least the OP target state.
The target state wanted by the user, and which is brought about automatically at start-up by TwinCAT, can be set in the System Manager. As soon as TwinCAT reaches the status RUN, the TwinCAT EtherCAT Master will approach the target states.
Commissioning
Standard setting
The advanced settings of the EtherCAT Master are set as standard:
• EtherCAT Master: OP
• Slaves: OP This setting applies equally to all Slaves.
Fig.97: Default behaviour of the System Manager
In addition, the target state of any particular Slave can be set in the "Advanced Settings" dialogue; the standard setting is again OP.
Fig.98: Default target state in the Slave
EL5032, EL5032-009088 Version: 2.4
Commissioning
Manual Control
There are particular reasons why it may be appropriate to control the states from the application/task/PLC. For instance:
• for diagnostic reasons
• to induce a controlled restart of axes
• because a change in the times involved in starting is desirable
In that case it is appropriate in the PLC application to use the PLC function blocks from the TcEtherCAT.lib, which is available as standard, and to work through the states in a controlled manner using, for instance, FB_EcSetMasterState.
It is then useful to put the settings in the EtherCAT Master to INIT for master and slave.
Fig.99: PLC function blocks
Note regarding E-Bus current
EL/ES terminals are placed on the DIN rail at a coupler on the terminal strand. A Bus Coupler can supply the EL terminals added to it with the E-bus system voltage of 5 V; a coupler is thereby loadable up to 2 A as a rule. Information on how much current each EL terminal requires from the E-bus supply is available online and in the catalogue. If the added terminals require more current than the coupler can supply, then power feed terminals (e.g. EL9410) must be inserted at appropriate places in the terminal strand.
The pre-calculated theoretical maximum E-Bus current is displayed in the TwinCAT System Manager as a column value. A shortfall is marked by a negative total amount and an exclamation mark; a power feed terminal is to be placed before such a position.
Commissioning
Fig.100: Illegally exceeding the E-Bus current
From TwinCAT 2.11 and above, a warning message "E-Bus Power of Terminal..." is output in the logger window when such a configuration is activated:
Fig.101: Warning message for exceeding E-Bus current
NOTE
Caution! Malfunction possible!
The same ground potential must be used for the E-Bus supply of all EtherCAT terminals in a terminal block!
EL5032, EL5032-009090 Version: 2.4
Commissioning

6.4 Process data

6.4.1 Sync Manager (SM)

The extent of the process data that is made available can be changed via the “Process data” tab (see Fig. Process data tab SM3, EL5032 (default)).
Fig.102: Process data tab SM3, EL5032 (default)

6.4.2 PDO Assignment

To configure the process data, select the required Sync Manager (SM 2 or SM 3) in the "Sync Manager" field at the top left (see Fig. Process data tab SM3, EL5032 (default)). The process data assigned to this Sync Manager can then be switched on or off in the “PDO Assignment” box underneath. Restarting the EtherCAT system, or reloading the configuration in configuration mode (F4), causes the EtherCAT communication to restart, and the process data is transferred from the terminal.
Commissioning
SM3, PDO Assignment 0x1C13
Index Size (byte.bit) Name PDO content Size (byte.bit)
0x1A00 (default) FB Inputs Channel 1
0x1A01 (default) FB Inputs Channel 2
0x1A02 FB Inputs Channel 1 compact
0x1A03 FB Inputs Channel 2 compact
10.0 Status_Warning Status_Error Status_Ready [Offset] - 0.5
[Offset] - 0.4 Status_Diag
Status_TxPDO State Status_Input Cycle counter Position
10.0 Status_Warning Status_Error Status_Ready [Offset] - 0.5
[Offset] - 0.4 Status_Diag
Status_TxPDO State Status_Input Cycle counter Position
6.0 Status_Warning Status_Error Status_Ready [Offset] - 0.5
[Offset] - 0.4 Status_Diag
Status_TxPDO State Status_Input Cycle counter Position
6.0 Status_Warning Status_Error Status_Ready [Offset] - 0.5
[Offset] - 0.4 Status_Diag
Status_TxPDO State Status_Input Cycle counter Position
Index 0x6000:01 [}102] Index 0x6000:02 [}102] Index 0x6000:03 [}102]
Index 0x6000:0D [}102] Index 0x6000:0E [}102] Index 0x6000:0F [}102] Index 0x6000:11 [}102] Index 0x6010:01 [}102] Index 0x6010:02 [}102] Index 0x6010:03 [}102]
Index 0x6010:0D [}102] Index 0x6010:0E [}102] Index 0x6010:0F [}102] Index 0x6010:11 [}102] Index 0x6000:01 [}102] Index 0x6000:02 [}102] Index 0x6000:03 [}102]
Index 0x6000:0D [}102] Index 0x6000:0E [}102] Index 0x6000:0F [}102] Index 0x6000:11 [}102] Index 0x6010:01 [}102] Index 0x6010:02 [}102] Index 0x6010:03 [}102]
Index 0x6010:0D [}102] Index 0x6010:0E [}102] Index 0x6010:0F [}102] Index 0x6010:11 [}102]
0.1
0.1
0.1
0.1
0.1
0.2
8.0
0.1
0.1
0.1
0.1
0.1
0.2
8.0
0.1
0.1
0.1
0.1
0.1
0.2
4.0
0.1
0.1
0.1
0.1
0.1
0.2
4.0
Table 1: PDO assignment of sync managers, EL5032
EL5032, EL5032-009092 Version: 2.4
Commissioning

6.4.3 Predefined PDO Assignment

The "Predefined PDO Assignment" enables a simplified selection of the process data. The desired function is selected on the lower part of the "Process Data" tab. As a result, all necessary PDOs are automatically activated and the unnecessary PDOs are deactivated.
4 PDO assignments are available:
Name SM3, PDO assignment
1 Ch. Standard 1 Ch. Compact 2 Ch. Standard 2 Ch. Compact
0x1A00 [}108] (FB Inputs Channel 1) 0x1A02 [}109] (FB Inputs Channel 1 compact) 0x1A00 [}108] (FB Inputs Channel 2) 0x1A02 [}109] (FB Inputs Channel 2 compact)
Fig.103: Process data tab - Predefined PDO Assignment, EL5032

6.4.4 Overview of commands and samples

The FB EnDat Command Object 0xB0n8 [}102] can be used to initiate various actions, suchas reading from, or writing to a particular memory range of the EnDat encoder (see table)
Command Description CoE Entry / sample
0x1000 Clearing the diag history (see
note below)
0x1001 Diag History Test
All implemented Diag messages are sent channel-dependent with this message.
Command entry via the System Manager
If the command input is written via the System Manager, the value must be entered in the "Binary" field (LOBYTE first, see Fig. Entry of the command in the Set Value dialogue of the System Man- ager). If the command is triggered via the PLC, it is executed automatically.
Commissioning
Fig.104: Entry of the command in the Set Value dialogue of the System Manager
EL5032, EL5032-009094 Version: 2.4
Command Description CoE Entry / sample
0x8001 EnDat Reset
0x8006 EnDat read Pos2,
0x9000 Read EnDat word
(sends the mode command “measuring device send position values and receive error reset”)
With this command the words 0 and 1 (error messages and warnings) in the op­erating status memory range are also re­set.
With battery-buffered multi-turn rotary en­coders the battery operating state error must be reset with this command after re­placing the battery.
calculate and write offset (only for incre­mental encoders with reference mark).
The command calculates the difference between Position1 and Position2. A pre­requisite is that the RM bit (reference
mark) (0xA0p8:04 [}105]) is set. The off­set is then automatically written to
0x80p8:12 [}101] “Offset value”. The “Po­sition raw value” (0xA0p8:43) [}105] is
then absolute.
- Request (5-byte header) 0: LOBYTE command 1: HIBYTE command 2: MRS code 3: Offset 4: Length in words
Example: Read measuring device designation
Read command: 0x9000 MRS code: “Parameters of the measuring device manufacturer for En­Dat2.2”: 0xBD Offset Word 17: 0x11 Length: 0x04
1. Write request 0xB008:01: "00 90 BD 11 04"
Commissioning
- Response (5-byte header + 1 to 32­word data) 0: Acknowledge LOBYTE command 1: Acknowledge HIBYTE command 2: Acknowledge MRS code 3: Acknowledge offset 4: Acknowledge length in words 5: LOBYTE word 0 6: HIBYTE word 0 ... 5+(n*2) LOBYTE word n 5+(n*2) HIBYTE word n
0x9001 Write EnDat Word
- Request (5-byte header + 1 to 32-word data) 0: LOBYTE command 1: HIBYTE command 2: MRS code 3: Offset 4: Length in words 5: LOBYTE word 0 6: HIBYTE word 0 ... 5+(n*2) LOBYTE word n 5+(n*2) HIBYTE word n
2. Read status 0xB008:02: a valid response is present if this is 0x01.
3. Read response 5-byte acknowledgement header + 4-word data 0x45 = ASCII "E" 0x43 = ASCII "C" 0x4E = ASCII "N" 0x20 = ASCII " " 0x31 = ASCII "1" 0x31 = ASCII "1" 0x32 = ASCII "2" 0x33 = ASCII "3"
The measuring device designation reads “ECN 1123”
Example: Write encoder address
Write command: 0x9001 MRS code: “Operating parameters”: 0xA7 Offset Word 04: 0x04 Length: 0x01 New encoder address: 0x1234
1. Write request 0xB008:01: "01 90 A7 04 01 34 12"
- Response (5-byte header) 0: Acknowledge LOBYTE command 1: Acknowledge HIBYTE command 2: Acknowledge MRS code 3: Acknowledge offset 4: Acknowledge length in words
2. Read status 0xB008:02: If this is 0x01, the data was written successfully.
3. Read response 5-byte acknowledgement header + 1-word data 0x34 = LOBYTE of "0x1234" 0x12 = HIBYTE of "0x1234"
Commissioning

6.5 TwinSAFE SC

6.5.1 TwinSAFE SC - operating principle

The TwinSAFE SC (Single Channel) technology enables the use of standard signals for safety tasks in any networks of fieldbuses. To do this, EtherCAT Terminals from the areas of analog input, angle/displacement measurement or communication (4…20mA, incremental encoder, IO-Link, etc.) are extended by the TwinSAFE SC function. The typical signal characteristics and standard functionalities of the I/O components are retained. TwinSAFE SC I/Os have a yellow strip at the front of the housing to distinguish them from standard I/Os.
The TwinSAFE SC technology enables communication via a TwinSAFE protocol. These connections can be distinguished from the usual safe communication via Safety over EtherCAT.
The data of the TwinSAFE SC components are transferred via a TwinSAFE protocol to the TwinSAFE logic, where they can be used in the context of safety-relevant applications. Detailed examples for the correct application of the TwinSAFE SC components and the respective normative classification, which were
confirmed/calculated by TÜV SÜD, can be found in the TwinSAFE application manual.

6.5.2 TwinSAFE SC - configuration

The TwinSAFESC technology enables communication with standard EtherCAT terminals via the Safety over EtherCAT protocol. These connections use another checksum, in order to be able to distinguish between TwinSAFESC and TwinSAFE. Eight fixed CRCs can be selected, or a free CRC can be entered by the user.
By default the TwinSAFESC communication channel of the respective TwinSAFE SC component is not enabled. In order to be able to use the data transfer, the corresponding TwinSAFESC module must first be added under the Slots tab. Only then is it possible to link to a corresponding alias device.
Fig.105: Adding the TwinSAFE SC process data under the component, e.g. EL5021-0090
Additional process data with the ID TSC Inputs, TSC Outputs are generated (TSC­TwinSAFESingleChannel).
Fig.106: TwinSAFE SC component process data, example EL5021-0090
EL5032, EL5032-009096 Version: 2.4
Commissioning
A TwinSAFESC connection is added by adding an alias devices in the safety project and selecting TSC (TwinSAFE Single Channel)
Fig.107: Adding a TwinSAFE SC connection
After opening the alias device by double-clicking, select the Link button next to Physical Device, in order to create the link to a TwinSAFE SC terminal. Only suitable TwinSAFESC terminals are offered in the selection dialog.
Fig.108: Creating a link to TwinSAFE SC terminal
The CRC to be used can be selected or a free CRC can be entered under the Connection tab of the alias device.
Entry Mode Used CRCs
TwinSAFE SC CRC 1 master 0x17B0F TwinSAFE SC CRC 2 master 0x1571F TwinSAFE SC CRC 3 master 0x11F95 TwinSAFE SC CRC 4 master 0x153F1 TwinSAFE SC CRC 5 master 0x1F1D5 TwinSAFE SC CRC 6 master 0x1663B TwinSAFE SC CRC 7 master 0x1B8CD TwinSAFE SC CRC 8 master 0x1E1BD
Commissioning
Fig.109: Selecting a free CRC
These settings must match the settings in the CoE objects of the TwinSAFESC component. The TwinSAFESC component initially makes all available process data available. The Safety Parameters tab typically contains no parameters. The process data size and the process data themselves can be selected under the Process Image tab.
Fig.110: Selecting the process data size and the process data
The process data (defined in the ESI file) can be adjusted to user requirements by selecting the Edit button in the dialog Configure I/O element(s).
EL5032, EL5032-009098 Version: 2.4
Commissioning
Fig.111: Selection of the process data
The safety address together with the CRC must be entered on the TwinSAFE SC slave side. This is done via the CoE objects under TSC settings of the corresponding TwinSAFE SC component (here, for example, EL5021-0090, 0x8010: 01 and 0x8010: 02). The address set here must also be set in the alias device as FSoE address under the Linking tab.
Under the object 0x80n0:02 Connection Mode the CRC to be used is selected or a free CRC is entered. A total of 8 CRCs are available. A free CRC must start with 0x00ff in the high word.
Fig.112: CoE objects 0x8010:01 and 0x8010:02
Object TSC Settings
Depending on the terminal, the index designation of the configuration object TSCSettings can vary. Example:
- EL3214-0090 and EL3314-0090, TSC Settings, Index 8040
- EL5021-0090, TSC Settings, Index 8010
- EL6224-0090, TSC Settings, Index 800F
Fig.113: Entering the safety address and the CRC
Commissioning
TwinSAFE SC connections
If several TwinSAFESC connections are used within a configuration, a different CRC must be se­lected for each TwinSAFESC connection.

6.6 EL5032-0090 - TwinSAFE SC process data

The EL5032-0090 transmits the following process data to the TwinSAFE logic:
Index (hex) Name Type Size
6000:12 Position (uint32) UINT 2.0 6010:12 Position (uint32) UINT 2.0
The position value "Position (uint32)" (0x60n0:12) of channels 1 and 2 is thereby transmitted by default. The process data for the individual channels can be deselected on the "Process Image" tab in the Safety Editor.
Use of EnDat 2.2 encoders with position values >32 bits
ULINT values cannot be processed in the TwinSAFE logic, therefore there is no possibility to trans­mit the position value 0x60n0:11 [}102] "Position" to the TwinSAFE logic. In this case the process data must be parameterized under 0x8021 [}115] "TSC Process Data settings".
Parameterization of the TSC process data
Since ULINT values cannot be processed in the TwinSAFE logic, it may be necessary to parameterize the TwinSAFE SC process data when using EnDat 2.2 encoders that transmit a position value of >32bits. The parameterization of the process data and their effect must be taken into account accordingly in the safety application, especially with regard to overflow of the counter/position values.
The parameterization is done under 0x8021 [}115] "TSC Process Data Settings". In the process, the number of position bits is automatically read from the EnDat protocol and can be taken from the object 0x90n8:51 [}103] "Clock pulse periods".
0x8021:0n [}115]: Auto align to MSB Ch.n ◦ Default: the bit is not set. The position value is shifted to the right by the number of bits in
0x8021:1n "Shift right data Ch.n".
◦ If the bit is set the position value is automatically shifted to the right to the max. MSB.
0x8021:1n [}115]: Shift right data Ch.n ◦ Default: 0 – the position value is shifted by 0 bits to the right. ◦ An individual number of bits can be specified by which the process data is to be shifted to the right.
TwinSAFE SC objects
The overview of the TwinSAFE SC objects of the EL5032-0090 can be found in the chapter EL5032-0090 - TwinSAFE Single Channel objects [}113].

6.7 EL5032-00x0 - object description and parameterization

EtherCAT XML Device Description
The display matches that of the CoE objects from the EtherCAT XML Device Description. We rec­ommend downloading the latest XML file from the download area of the Beckhoff website and in-
stalling it according to installation instructions.
EL5032, EL5032-0090100 Version: 2.4
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