Beckhoff EL7201-9014, EL7201-9015, EL7211-9014, EL7211-9015, EL7221-9014 Users manual

...
Documentation | EN
EL72x1-901x
Servo Motor Terminals with OCT and STO, 50 V DC
2020-09-24 | Version: 2.0

Table of contents

Table of contents
1 Foreword ....................................................................................................................................................7
1.2.1 Delivery state ..................................................................................................................... 8
1.2.2 Operator's obligation to exercise diligence ........................................................................ 8
1.2.3 Description of instructions.................................................................................................. 9
1.3 Documentation issue status ............................................................................................................10
1.4 Version identification of EtherCAT devices .....................................................................................10
1.4.1 Beckhoff Identification Code (BIC)................................................................................... 15
2 Product overview.....................................................................................................................................17
2.1 Product overview Servomotor terminal with OCT and STO ............................................................17
2.2 Introduction......................................................................................................................................17
2.3 Technical data .................................................................................................................................20
2.4 Technology ......................................................................................................................................22
2.5 Start-up............................................................................................................................................24
3 Basics communication ...........................................................................................................................25
3.1 EtherCAT basics..............................................................................................................................25
3.2 EtherCAT cabling – wire-bound.......................................................................................................25
3.3 General notes for setting the watchdog...........................................................................................26
3.4 EtherCAT State Machine.................................................................................................................28
3.5 CoE Interface...................................................................................................................................30
3.6 Distributed Clock .............................................................................................................................35
4 Installation................................................................................................................................................36
4.1 Safety instructions ...........................................................................................................................36
4.2 Environmental conditions ................................................................................................................36
4.3 Transport / storage ..........................................................................................................................36
4.4 Control cabinet / terminal box..........................................................................................................36
4.5 Instructions for ESD protection........................................................................................................37
4.6 Installation on mounting rails ...........................................................................................................37
4.7 Installation position for operation with or without fan.......................................................................40
4.8 Positioning of passive Terminals .....................................................................................................43
4.9 Installation instructions for enhanced mechanical load capacity .....................................................44
4.10 Connection ......................................................................................................................................45
4.10.1 Connection system .......................................................................................................... 45
4.10.2 Wiring............................................................................................................................... 46
4.11 Example configuration for temperature measurement ....................................................................48
4.12 Shielding concept ............................................................................................................................48
4.13 UL notice - Compact Motion............................................................................................................50
4.14 Notes on current measurements using Hall sensors.......................................................................51
4.15 EL72x1-9014 - LEDs and connection..............................................................................................53
5 Commissioning........................................................................................................................................57
5.1 TwinCAT Quick Start .......................................................................................................................57
5.1.1 TwinCAT2 ....................................................................................................................... 60
EL72x1-901x 3Version: 2.0
Table of contents
5.1.2 TwinCAT 3 ....................................................................................................................... 70
5.2 TwinCAT Development Environment ..............................................................................................83
5.2.1 Installation of the TwinCAT real-time driver..................................................................... 84
5.2.2 Notes regarding ESI device description........................................................................... 89
5.2.3 TwinCAT ESI Updater ..................................................................................................... 93
5.2.4 Distinction between Online and Offline............................................................................ 93
5.2.5 OFFLINE configuration creation ...................................................................................... 94
5.2.6 ONLINE configuration creation ........................................................................................ 99
5.2.7 EtherCAT subscriber configuration................................................................................ 107
5.3 Start-up and parameter configuration............................................................................................116
5.3.1 Integration into the NC configuration ............................................................................. 116
5.3.2 Settings with the Drive Manager.................................................................................... 120
5.3.3 Settings in the CoE register ........................................................................................... 125
5.3.4 NC settings .................................................................................................................... 129
5.3.5 Application example....................................................................................................... 135
5.3.6 Commissioning without NC, status word/control word................................................... 140
5.3.7 Settings for the automatic configuration ........................................................................ 144
5.3.8 Configuring the limit switch ........................................................................................... 146
5.3.9 Homing .......................................................................................................................... 147
5.3.10 Touch Probe .................................................................................................................. 150
5.4 Operation modes ...........................................................................................................................153
5.4.1 Overview........................................................................................................................ 153
5.4.2 CSV ............................................................................................................................... 153
5.4.3 CST................................................................................................................................ 157
5.4.4 CSTCA........................................................................................................................... 160
5.4.5 CSP ............................................................................................................................... 164
5.5 Profile MDP 742 or DS 402 ...........................................................................................................168
5.6 MDP742 process data ...................................................................................................................168
5.7 DS402 process data ......................................................................................................................172
6 Integrated safety....................................................................................................................................177
6.1 Safety regulations..........................................................................................................................177
6.2 Description of product and function ...............................................................................................177
6.2.1 Intended use .................................................................................................................. 177
6.2.2 Dimensions .................................................................................................................... 178
6.2.3 TwinSAFE reaction times .............................................................................................. 179
6.2.4 Application example for STO function (Cat. 3, PL d) ..................................................... 181
6.3 Maintenance ..................................................................................................................................187
6.4 Service life .....................................................................................................................................187
7 Object description and parameterization............................................................................................189
7.1 EL72x1-9014 (MDP742)................................................................................................................189
7.1.1 Restore object................................................................................................................ 189
7.1.2 Configuration data ......................................................................................................... 189
7.1.3 Configuration data (vendor-specific).............................................................................. 196
7.1.4 Command object............................................................................................................ 196
7.1.5 Input data....................................................................................................................... 196
EL72x1-901x4 Version: 2.0
Table of contents
7.1.6 Output data .................................................................................................................... 198
7.1.7 Information / diagnosis data .......................................................................................... 200
7.1.8 Standard objects............................................................................................................ 203
7.2 EL72x1-9014 (DS402)...................................................................................................................212
7.2.1 Configuration data ......................................................................................................... 213
7.2.2 Configuration data (vendor-specific).............................................................................. 218
7.2.3 Command object ........................................................................................................... 218
7.2.4 Input/output data............................................................................................................ 219
7.2.5 Information / diagnosis data .......................................................................................... 224
7.2.6 Standard objects............................................................................................................ 227
8 Error correction .....................................................................................................................................234
8.1 Diagnostics – basic principles of diag messages ..........................................................................234
9 Appendix ................................................................................................................................................244
9.1 EtherCAT AL Status Codes...........................................................................................................244
9.2 Firmware compatibility...................................................................................................................244
9.3 Firmware Update EL/ES/EM/ELM/EPxxxx ....................................................................................245
9.3.1 Device description ESI file/XML..................................................................................... 246
9.3.2 Firmware explanation .................................................................................................... 249
9.3.3 Updating controller firmware *.efw................................................................................. 250
9.3.4 FPGA firmware *.rbf....................................................................................................... 252
9.3.5 Simultaneous updating of several EtherCAT devices.................................................... 256
9.4 Restoring the delivery state ...........................................................................................................257
9.5 Certificates.....................................................................................................................................258
9.6 Support and Service ......................................................................................................................259
EL72x1-901x 5Version: 2.0
Table of contents
EL72x1-901x6 Version: 2.0
Foreword

1 Foreword

1.1 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 following notes and explanations are followed when installing and commissioning these components.
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.
Origin of the document
This original documentation is written in German. All other languages are derived from the German original.
Currentness
Please check whether you are using the current and valid version of this document. The current version can be downloaded from the Beckhoff homepage at http://www.beckhoff.com/english/download/twinsafe.htm. In case of doubt, please contact Technical Support [}259].
Product features
Only the product features specified in the current user documentation are valid. Further information given on the product pages of the Beckhoff homepage, in emails or in other publications is not authoritative.
Disclaimer
The documentation has been prepared with care. The products described are subject to cyclical revision. For that reason the documentation is not in every case checked for consistency with performance data, standards or other characteristics. 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.
EL72x1-901x 7Version: 2.0
Foreword
EtherCAT® and Safety over EtherCAT® are registered trademarks and patented technologies, 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.
Delivery conditions
In addition, the general delivery conditions of the company Beckhoff Automation GmbH & Co. KG apply.

1.2 Safety instructions

1.2.1 Delivery state

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.

1.2.2 Operator's obligation to exercise diligence

The operator must ensure that
• the TwinSAFE products are only used as intended (see chapter Product description);
• the TwinSAFE products are only operated in sound condition and in working order.
• the TwinSAFE products are operated only by suitably qualified and authorized personnel.
• the personnel is instructed regularly about relevant occupational safety and environmental protection aspects, and is familiar with the operating instructions and in particular the safety instructions contained herein.
• the operating instructions are in good condition and complete, and always available for reference at the location where the TwinSAFE products are used.
• none of the safety and warning notes attached to the TwinSAFE products are removed, and all notes remain legible.
EL72x1-901x8 Version: 2.0

1.2.3 Description of instructions

In these operating instructions 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 the environment/equipment or data loss
Failure to follow this instruction can lead to environmental damage, equipment damage or data loss.
Foreword
Tip or pointer
This symbol indicates information that contributes to better understanding.
EL72x1-901x 9Version: 2.0
Foreword

1.3 Documentation issue status

Version Comment
2.0 • Update chapter “Introduction”
• Update chapter “Technical data”
• Update chapter “Technology”
• Update chapter “LEDs and connection”
• Update revision status
• Update structure
1.9 • Note for fuse protection of the supply voltage added
• Update revision status
• Update structure
1.8 • Update chapter “Object description”
• Update structure
1.7 • Update chapter “Introduction”
• Update structure
1.6 • EL7221-901x added
1.5 • Addenda chapter “UL notice – Compact motion”
• Update revision status
• Update structure
1.4 • Update chapter “Object description and parameterization”
• Update revision status
• Update structure
1.3 • Update revision status
• Update structure
1.2 • Update chapter “Technical Data”
• Update structure
1.1 • Commissioning: chapter Quickstart added
• TwinCAT Development Environment: TwinCAT 3 added
1.0 • First published (only German)
0.1 - 0.5 • Preliminary versions (for internal use only)

1.4 Version identification of EtherCAT devices

Designation
A Beckhoff EtherCAT device has a 14-digit designation, made up of
• family key
• type
• version
• revision
EL72x1-901x10 Version: 2.0
Foreword
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
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.
3314 (4-channel thermocouple terminal)
3602 (2-channel voltage measurement)
0000 (basic type) 0016
0010 (high­precision version)
0017
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
EL72x1-901x 11Version: 2.0
Foreword
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
• 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)
Fig.2: EK1100 EtherCAT coupler, standard IP20 IO device with serial/ batch number
EL72x1-901x12 Version: 2.0
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
EL72x1-901x 13Version: 2.0
Foreword
Fig.7: EL2904 IP20 safety terminal with batch number/ date code 50110302 and unique serial number 00331701
Fig.8: ELM3604-0002 terminal with unique ID number (QR code) 100001051 and serial/ batch number 44160201
EL72x1-901x14 Version: 2.0
Foreword

1.4.1 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:
EL72x1-901x 15Version: 2.0
Foreword
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
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.
EL72x1-901x16 Version: 2.0
Product overview

2 Product overview

2.1 Product overview Servomotor terminal with OCT and STO

EL7201-9014 [}17] servo motor terminal with OCT and STO, 48 VDC, 2.8 A
EL7201-9015 [}17] servo motor terminal with OCT and STO, 48 VDC, 2.8 A
EL7211-9014 [}17] servo motor terminal with OCT and STO, 48 VDC, 4.5 A
EL7211-9015 [}17] servo motor terminal with OCT and STO, 48 VDC, 4.5 A
EL7221-9014 [}17] servo motor terminal with OCT and STO, 48 VDC, 7…8 A
EL7221-9015 [}17] servo motor terminal with OCT and STO, 48 VDC, 7…8 A

2.2 Introduction

, MDP742 profile
rms
, DS402 profile
rms
, MDP742 profile
rms
, DS402 profile
rms
, MDP742 profile
rms
, DS402 profile
rms
Fig.10: EL7201-901x
EL72x1-901x 17Version: 2.0
Product overview
Fig.11: EL7211-901x, EL7221-901x
Quick links
Connection instructions
Chapter "Mounting and wiring",
- LEDs and pin assignment [}53]
- Shielding concept [}48]
- Notes on current measurement via Hall sensor [}51]
Configuration instructions
Chapter "Commissioning",
- Configuration of the main parameters [}116]
Chapter "Configuration with the TwinCAT System Manager",
- Object description and parameterization [}189]
Application example
Chapter "Commissioning",
- Application example [}135]
Servo motor terminals with OCT and STO input
The servo-motor EtherCAT terminals EL7201-901x (48VDC, 2.8A EL7221-901x (48VDC, 7…8A
) with integrated absolute value interface, offer high servo performance in a
rms
), EL7211-901x (48VDC, 4.5A
rms
rms
) and
very compact design. The EL72x1-901x were designed for the motor types of the AM81xx series from Beckhoff Automation.
The fast control technology, based on field-orientated current and PI speed control, supports fast and highly dynamic positioning tasks. The monitoring of numerous parameters, such as overvoltage and undervoltage, overcurrent, terminal temperature or motor load via the calculation of a I²T model, offers maximum operational reliability.
EL72x1-901x18 Version: 2.0
Product overview
EtherCAT, as a high-performance system communication, and CAN-over-EtherCAT (CoE), as the application layer, enable ideal interfacing with PC-based control technology. The latest power semiconductors guarantee minimum power loss and enable feedback into the DC link when braking.
The LEDs indicate status, warning and error messages as well as possibly active limitations.
With the One Cable Technology (OCT) the encoder cable is omitted by transmitting the signals of the encoder digitally via the existing motor cable. The option to read the electronic type plates of suitable motors from the AM81xx series enables a plug-and-play solution for maximum convenience during commissioning.
The EL72x1-901x provides an STO input with which the motor connected to the terminal can be switched torque-free. This STO input is connected to a safe output of an EL2904.
Performance Level d, Category 3 according to DIN EN ISO 13849-1:2015 is attained for the SFO safety function of the EL72x1-901x together with an EL2904.
Recommended TwinCAT version
In order to be able to utilize the full power of the EL72x1-901x, we recommend using the EL72x1-901x with TwinCAT 2.11 R3 or higher!
Mandatory hardware
The EL72x1-901x must be operated with a real-time capable computer and distributed clocks!
Approved motors
The EL72x1-901x may be operated only with the following Beckhoff motors.
- AM8111-xF1x, AM8112-xF1x, AM8113-xF1x, AM8121-xF1x, AM8122-xF1x, AM8131-xF1x, AM8132-xJ1x, AM8133-xJ1x, AM8141-xJ1x
- AM8111-xF2x, AM8112-xF2x, AM8113-xF2x, AM8121-xF2x, AM8122-xF2x, AM8131-xF2x, AM8132-xJ2x, AM8133-xJ2x, AM8141-xJ2x
Operation of the EL7221-901x with fan cartridge ZB8610
Due to the increased thermal load, the EL7221-091x must only be operated in conjunction with the fan cartridge ZB8610 in order to avoid malfunctions.
EL72x1-901x 19Version: 2.0
Product overview

2.3 Technical data

EL72x1-901x20 Version: 2.0
Product overview
Technical data EL7201-901x EL7211-901x EL7221-901x
Number of outputs 3 motor phases, 2 motor holding brake Number of inputs 2 (4) DC link voltage, 2 absolute feedback,
DC link supply voltage 8...48V Supply voltage 24VDC via the power contacts / via the E-bus Output current
Peak current 5.7A
Rated power
Motor holding brake output voltage 24V (+ 6 %, - 10 %) Max. motor holding brake output cur-
rent Load type permanently excited synchronous motors, inductive
PWM switching frequency 16kHz Current controller frequency double PWM switching frequency Velocity controller frequency 16 kHz Diagnostic LED Status, warning, errors and limits Power loss typ. 1.6W Current consumption via E-bus typ. 120 mA Current consumption from the 24 V typ. 55 mA + holding brake
Supports NoCoeStorage [}30] func­tion
Reverse voltage protection 24 V power supply yes, through the body diode of the overvoltage protection device
Fuse protection (to be carried out by the user)
Electrical isolation 500 V (E-bus/signal voltage) Possible EtherCAT cycle times Multiple of 125µs Configuration no address setting required
Weight approx. 60 g approx. 95 g Permissible ambient temperature
range during operation Permissible ambient temperature
range during storage Permissible relative humidity 95%, no condensation Dimensions (W x H x D) approx. 15 mm x 100 mm x 70
Mounting [}37]
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
EMC category Category C3 - standard
Protection class IP20 Installation position
Approval CE
2 digital inputs. 1 STO input
DC
2.8A
(without fan cartridge
rms
ZB8610)
4.5A
(with fan cartridge
rms
ZB8610)
for 1 second 2.8A
rms
(without fan cartridge ZB8610) 9A
for 1 second 2.8A
rms
4.5A
rms
7A
up to 55°C (with fan car-
rms
tridge ZB8610) 8A
up to 45°C (with fan car-
rms
tridge ZB8610)
9A
rms
for 1 second
rms
16A
for 1 second (with fan
rms
cartridge ZB8610)
rms
(with fan cartridge ZB8610) 170 W (without fan cartridge
ZB8610) 276 W (with fan cartridge ZB8610)
276 W
428 W up to 55°C (with fan cartridge ZB8610) 490 W up to 45°C (with fan cartridge ZB8610)
max. 0.5 A
(series AM81xx)
Yes
50 V power supply yes, through the body diode of the overvoltage protection device 24 V power supply 10 A
50 V power supply 10 A
configuration via TwinCAT System Manager
0°C ... + 55°C
-25°C ... + 85°C
approx. 27 mm x 100 mm x 70
mm (width aligned: 12 mm)
mm (width aligned: 24 mm)
on 35 mm mounting rail conforms to EN 60715
see also installation instructions [}44] for enhanced mechanical load capacity
according to IEC/EN 61800-3
Category C2, C1 - auxiliary filter required
without fan cartridge ZB8610: standard installing position with fan cartridge ZB8610: standard installing position, other installing positions (example 1 & 2) see notice [}40]!
cULus [}50] TÜV-Süd [}258]
EL72x1-901x 21Version: 2.0
Product overview

2.4 Technology

The very compact EL72x1-xxxx servomotor terminal integrates a complete servo drive for servomotors up to 276W.
Servomotor
The servomotor is an electrical motor. Together with a servo amplifier the servomotor forms a servo drive. The servomotor is operated in a closed control loop with position, torque or speed control.
The servo terminal EL72x1-xxxx supports control of permanent magnet synchronous motors. These consist of 3 coils which are offset by 120° and a permanent magnet rotor.
Fig.12: Three synchronous motor coils, each offset by 120°
Servomotors particularly demonstrate their advantages in highly dynamic and precise positioning applications:
• very high positioning accuracy in applications where maximum precision is required through integrated position feedback
• high efficiency and high acceleration capacity
• servomotors are overload-proof and therefore have far greater dynamics than stepper motors, for example.
• load-independent high torque right up to the higher speed ranges
• maintenance requirements reduced to a minimum
The EtherCAT servomotor terminal offers users the option to configure compact and cost-effective systems without having to give up the benefits of a servomotor.
The Beckhoff servo terminal
The EL72x1-xxxx is a fully capable servo drive for direct connection to servomotors in the lower performance range. There is no need for further modules or cabling to make a connection to the control system. This results in a very compact control system solution. The E-Bus connection of the EL72x1-xxxx makes the full functionality of EtherCAT available to the user. This includes in particular the short cycle time, low jitter, simultaneity and easy diagnostics provided by EtherCAT. With this performance from EtherCAT the dynamics that a servomotor can achieve can be used optimally.
EL72x1-901x22 Version: 2.0
Product overview
With a rated voltage up to 48VDC and a rated current of up to 4.5A, this enables the user to operate a servomotor with a power of up to 276W. Permanent magnet synchronous motors with a rated current of up to 4.5A can be connected as loads. The monitoring of numerous parameters, such as overvoltage and undervoltage, overcurrent, terminal temperature or motor load, offers maximum operational reliability. Modern power semiconductors guarantee minimum power loss and enable feedback into the DC link when braking.
With the integration of a complete servo drive into a standard EL7201 EtherCAT Terminal only 12mm wide, Beckhoff is setting new standards in matters of size. This small manufactured size is possible thanks to the latest semiconductor technology and the resulting very high power factor. And yet, despite the small dimensions, nothing has to be sacrificed.
The integrated fast control technology, with a field-orientated current and PI speed control, supports highly dynamic positioning tasks. Apart from the direct connection of motor and resolver, the connection of a motor holding brake is also possible.
The EL72x1-xx1x EtherCAT terminal has two digital inputs that can be used for the “Touch Probe” function. The status of the inputs can be read by “Select Info Data” (MDP742 profile and DS402 profile).
Connection to the control system
A further big advantage of the EL72x1-xxxx is the easy incorporation into the control solution. The complete integration into the control system simplifies commissioning and parameterization. As with all the other Beckhoff terminals, the EL72x1-xxxx is simply inserted into the terminal network. Then the full terminal network can be scanned by the TwinCAT System Manager or manually added by the application engineer. In the System Manager the EL72x1-xxxx can be linked with the TwinCAT NC and parameterized.
Scalable motion solution
The servo terminal complements the product range of compact drive technology for Beckhoff I/O systems that are available for stepper motors, AC and DC motors. With the EL72x1-xxxx, the range of servo drives becomes even more finely scalable: from the miniature servo drive up to 170 W in the EtherCAT Terminal through to the AX5000 servo drive with 118 KW, Beckhoff offers a wide range including the servomotors. The AM81xx series was specially developed for the servomotor terminal EL72x1-xxxx.
One Cable Technology (OCT)
In the servomotors from the AM8100-xF2 x series the feedback signals are transmitted directly via the power supply cable, so that power and feedback system are combined in a single motor connection cable. With the use of the One Cable technology, the information is sent reliably and without interference through a digital interface. Since a cable and plug are omitted at both the motor and controller end, the component and commissioning costs are reduced.
Thermal I²T motor model
The thermal I²T motor model represents the thermal behavior of the motor winding taking into account the absolute thermal resistance Rth and the thermal capacity Cth of motor and the stator winding.
The model assumes that the motor reaches its maximum continuous operating temperature T continuous operation with rated current I
. This temperature corresponds to 100% motor load. During
nom
nom
during
operation at rated current the motor model reaches a load of 63% after a time of τth=Rth∙Cth and slowly reaches its continuous operating temperature.
If the motor is operated with a current that is greater than the rated current, the model reaches 100% load more quickly.
If the load of the I²T model exceeds 100%, the requested set current is limited to the rated current, in order to protect the motor winding thermally. The load reduces to a maximum of 100%. If the current falls below the rated current, the load falls below 100% and the set current limitation is cancelled.
For a motor that has been cooled to ambient temperature, the time for reaching 100% load with a set current that exceeds the rated current can be estimated with τth∙I
nom
²/I
actual
².
The actual load must be known for exact calculation of the time when the 100% load threshold is exceeded.
EL72x1-901x 23Version: 2.0
Product overview
Fig.13: Limitation to the rated motor current

2.5 Start-up

For commissioning:
• mount the EL72x1-901x as described in the chapter Installation [}36].
• configure the EL72x1-901x in TwinCAT as described in the chapter Commissioning [}57].
EL72x1-901x24 Version: 2.0
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.
EL72x1-901x 25Version: 2.0
Basics communication
Fig.14: 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 two 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.
EL72x1-901x26 Version: 2.0
Basics communication
Fig.15: 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.
EL72x1-901x 27Version: 2.0
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.
EL72x1-901x28 Version: 2.0
Fig.16: 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 [}26] 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.
EL72x1-901x 29Version: 2.0
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 (CAN application protocol 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 two 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 “0x” 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: here are the channel parameters for some EtherCAT devices. Historically, this was the first parameter area before the 0x8000 area was introduced. EtherCAT devices that were previously equipped with parameters in 0x4000 and changed to 0x8000 support both ranges for compatibility reasons and mirror internally.
• 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:
EL72x1-901x30 Version: 2.0
Basics communication
Fig.17: “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 parameterized 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.
EL72x1-901x 31Version: 2.0
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.18: 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.
EL72x1-901x32 Version: 2.0
Basics communication
Fig.19: 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.20: Online list
EL72x1-901x 33Version: 2.0
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 four logical channels and therefore four 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.
EL72x1-901x34 Version: 2.0
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.
EL72x1-901x 35Version: 2.0
Installation

4 Installation

4.1 Safety instructions

Before installing and commissioning the TwinSAFE components please read the safety instructions in the foreword of this documentation.

4.2 Environmental conditions

Please ensure that the TwinSAFE components are only transported, stored and operated under the specified conditions (see technical data)!
WARNING
Risk of injury!
The TwinSAFE components must not be used under the following operating conditions.
• under the influence of ionizing radiation (that exceeds the level of the natural environmental radiation)
• in corrosive environments
• in an environment that leads to unacceptable soiling of the TwinSAFE component
NOTE
Electromagnetic compatibility
The TwinSAFE components comply with the current standards on electromagnetic compatibility with regard to spurious radiation and immunity to interference in particular. However, in cases where devices such as mobile phones, radio equipment, transmitters or high-frequency systems that exceed the interference emissions limits specified in the standards are operated near Twin­SAFE components, the function of the TwinSAFE components may be impaired.

4.3 Transport / storage

Use the original packaging in which the components were delivered for transporting and storing the TwinSAFE components.
CAUTION
Note the specified environmental conditions
Please ensure that the digital TwinSAFE components are only transported and stored under the specified environmental conditions (see technical data).

4.4 Control cabinet / terminal box

The TwinSAFE terminals must be installed in a control cabinet or terminal box with IP54 protection class according to IEC60529 as a minimum.
EL72x1-901x36 Version: 2.0
Installation

4.5 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.21: Spring contacts of the Beckhoff I/O components

4.6 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!
EL72x1-901x 37Version: 2.0
Installation
Assembly
Fig.22: 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).
EL72x1-901x38 Version: 2.0
Disassembly
Fig.23: Disassembling of terminal
Each terminal is secured by a lock on the mounting rail, which must be released for disassembly:
Installation
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.
EL72x1-901x 39Version: 2.0
Installation
Fig.24: Power contact on left side
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!

4.7 Installation position for operation with or without fan

NOTE
Constraints regarding installation position and operating temperature range
When installing the terminals ensure that an adequate spacing is maintained between other components above and below the terminal in order to guarantee adequate ventilation!
Prescribed installation position for operation without fan
The prescribed 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 of installation position for operating without fan“).
The terminals are ventilated from below, which enables optimum cooling of the electronics through convection.
EL72x1-901x40 Version: 2.0
Installation
Fig.25: Recommended distances of installation position for operating without fan
Compliance with the distances shown in Fig. “Recommended distances of installation position for operating without fan” is recommended.
For further information regarding the operation without fan refer to the Technical Data of the terminal.
Standard installation position for operation with fan
The standard installation position for operation with fan 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 installation position for operation with fan).
The terminals are ventilated fan supported (e.g. with fan cartridge ZB8610) from below.
EL72x1-901x 41Version: 2.0
Installation
Fig.26: Recommended distances for installation position for operation with fan
Other installation positions
Due to the enforced effect of the fan on the ventilation of the terminals, other installation positions (see Fig. “Other installation positions, example 1 + 2“) may be permitted where appropriate.
See corresponding notes in the Technical Data of the terminal.
Fig.27: Other installation positions, example 1
EL72x1-901x42 Version: 2.0
Fig.28: Other installation positions, example 2

4.8 Positioning of passive Terminals

Installation
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 two passive ter­minals!
Examples for positioning of passive terminals (highlighted)
Fig.29: Correct positioning
EL72x1-901x 43Version: 2.0
Installation
Fig.30: Incorrect positioning

4.9 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.
EL72x1-901x44 Version: 2.0
Installation

4.10 Connection

4.10.1 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.
• 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.31: 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.32: 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.
EL72x1-901x 45Version: 2.0
Installation
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.
High Density Terminals (HD Terminals)
Fig.33: 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 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!

4.10.2 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!
EL72x1-901x46 Version: 2.0
Terminals for standard wiring ELxxxx/KLxxxx and for pluggable wiring ESxxxx/KSxxxx
Installation
Fig.34: 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 [}46]) 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.
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
EL72x1-901x 47Version: 2.0
Installation

4.11 Example configuration for temperature measurement

Fig.35: Example configuration for temperature measurement
The example configuration for the temperature measurement consists of an EK1100 EtherCAT coupler with connected terminals that match the typical distribution of digital and analog signal types at a machine. On the EL6900 a safety project is active, which reads safe inputs and enables all 4 safe outputs during the measurement.
External heat sources / radiant heat / impaired convection
The maximum permissible ambient temperature of 55°C was checked with the above example con­figuration. Impaired convection, an unfavorable location near heat sources or an unfavorable config­uration of the EtherCAT Terminals may result in overheating of the terminals. The key parameter is always the maximum permitted internally measured temperature of 95°C, above which the TwinSAFE terminals switch to safe state and report an error. The internal tempera­ture can be read from the TwinSAFE components via CoE (see chapter Diagnose).

4.12 Shielding concept

Together with the shield busbar, the prefabricated cables from Beckhoff Automation offer optimum protection against electromagnetic interference. It is highly recommended to apply the shield as close as possible to the terminal, in order to minimize operational disturbances.
Connection of the motor cable to the shield busbar
Fasten the shield busbar supports 1 to the DIN rail 2. The mounting rail 2 must be in contact with the metallic rear wall of the control cabinet over a wide area. Install the shield busbar 3 as shown below. As an alternative, a shield busbar clamp 3a can be screwed directly to the metallic rear wall of the control cabinet (fig. “shield busbar clamp”)
EL72x1-901x48 Version: 2.0
Installation
Fig.36: Shield busbar
Fig.37: Shield busbar clamp
EL72x1-901x 49Version: 2.0
Installation
Connect the cores 4 of the motor cable 5, then attach the copper-sheathed end 6 of the motor cable 5 with the shield clamp 7 to the shield busbar 3 or shield busbar clamp 3a. Tighten the screw 8 to the stop. Fasten the PE clamp 9 to the shield busbar 3 or shield busbar clamp 3a. Clamp the PE core 10 of the motor cable 5 under the PE clamp 9.
Fig.38: Shield connection
Connection of the feedback cable to the motor
Twisting of the feedback cable cores
The feedback cable cores should be twisted, in order to avoid operational disturbances.
When screwing the feedback plug to the motor, the shield of the feedback cable is connected via the metallic plug fastener. On the terminal side the shield can also be connected. Connect the cores of the feedback cable and attach the copper-sheathed end of the feedback cable to the shield busbar 3 or shield busbar clamp 3a with the shield clamp 7. The motor cable and the feedback cable can be connected to the shield clamp 7 with the screw 8.

4.13 UL notice - Compact Motion

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).
For devices with Ethernet connectors
Not for connection to telecommunication circuits.
EL72x1-901x50 Version: 2.0
Notes on motion devices
Motor overtemperature Motor overtemperature sensing is not provided by the drive.
Application for compact motion devices The modules are intended for use only within Beckhoff’s Programmable Controller sys­tem Listed in File E172151.
Galvanic isolation from the supply The modules are intended for operation within circuits not connected directly to the sup­ply mains (galvanically isolated from the supply, i.e. on transformer secondary).
Requirement for environmental conditions For use in Pollution Degree 2 Environment only.
Basic principles
UL certification according to UL508. Devices with this kind of certification are marked by this sign:
Installation
Application
If terminals certified with restrictions are used, then the current consumption at 24VDC must be limited accordingly by means of supply
• from an isolated source protected by a fuse of max. 4A (according to UL248) or
• from a voltage supply complying with NECclass2. A voltage source complying with NECclass2 may not be connected in series or parallel with another NECclass2compliant voltage supply!
These requirements apply to the supply of all EtherCAT bus couplers, power adaptor terminals, Bus Terminals and their power contacts.

4.14 Notes on current measurements using Hall sensors

The device described in this documentation features one or several integrated Hall sensor for the purpose of current measurements.
During this process, the Hall sensor monitors the magnetic field generated by a current flowing through a conductor.
In order to prevent compromising the measurement we recommend screening exterior magnetic fields from the device, or to keep such fields at an adequate distance.
EL72x1-901x 51Version: 2.0
Installation
Fig.39: Note
Background
A current-carrying conductor generates a magnetic field around it according to
B = µ0 * I / (2π * d)
with
B [Tesla] magnetic field
µ0 = 4*π*10-7 [H/m] (assumption: no magnetic shielding)
I [A] current
d [m] distance to conductor
Interference from external magnetic fields
The magnetic field strength should not exceed a permitted level all around the device. In practice this equates to a recommended minimum distance between a conductor and the device surface as follows:
- Current 10 A: 12mm
- Current 20 A: 25mm
- Current 40 A: 50 mm Unless specified otherwise in the device documentation, stringing together modules (e.g. terminal
blocks based on a 12 mm grid) of same type (e.g. EL2212-0000) is permitted.
EL72x1-901x52 Version: 2.0

4.15 EL72x1-9014 - LEDs and connection

EL7201-901x
Fig.40: EL7201-901x - LEDs
LEDs
Installation
LED Color Meaning
RUN green This LED indicates the terminal's operating state:
off State of the EtherCAT State Machine: INIT=initialization of the terminal flashing
rapidly
flashing State of the EtherCAT State Machine: PREOP = function for mailbox communication and
Single flash State of the EtherCAT State Machine: SAFEOP = verification of the Sync Manager chan-
on State of the EtherCAT State Machine: OP = normal operating state; mailbox and process
Drive OK green on Driver stage ready for operation Limit orange on
Read OCT green flashing The electronic type plate is being read
off The reading of the electronic type plate has been completed
Warning orange flashing Error while reading the type plate
on
Enable green on
Error red on
+24 V via power contacts
DC link supply green on Voltage for the DC link supply is present.
green on 24 V voltage supply for the terminal is present.
State of the EtherCAT State Machine: BOOTSTRAP=function for terminal firmware up-
dates [}245]
different standard-settings set
nels and the distributed clocks. Outputs remain in safe state
data communication is possible
The LED is linked with bit 11 of the status word (MDP742 [}197] / DS402 [}219]) (internal limit active) Limit reached (e.g. torque or speed limit)
The LED is linked with bit 7 of the status word (MDP742 [}197] / DS402 [}219]) (warning) The “Warning” threshold value is exceeded. I²T model Voltage missing at STO input Temperature (80°C) exceeded Voltage
The LED is linked with the bits 1 and 2 of status word (MDP742 [}197] / DS402 [}219]) (if "Switched on" or "Operation enabled") Driver stage enabled
The LED is linked with bit 3 of the status word (MDP742 [}197] / DS402 [}219]) (fault) The “Error” threshold value is exceeded. Overcurrent STO triggered with active axis Voltage not available Resolver not connected Max. temperature (100°C) exceeded
EL72x1-901x 53Version: 2.0
Installation
Connection
Fig.41: EL7201-901x Connection
Terminal point Name Comment
1 OCT + Positive input of the absolute feedback 2 Input 1 Digital input 1 3 +24 V Power contact +24 V 4 U Motor phase U 5 W Motor phase W 6 Brake + Motor brake + 7 48 V DC link supply + (8...48 V) 8 9 OCT - Negative input of the absolute feedback 10 Input 2 Digital input 2 11 0 V Power contact 0 V 12 V Motor phase V 13 STO input Input for STO signal (24 V) 14 Brake GND Motor brake 0V 15 0 V DC link 0V supply 16
EL72x1-901x54 Version: 2.0
EL7211-901x, EL7221-901x
Fig.42: EL7211-901x, EL7221-901x - LEDs
LEDs
LED Color Meaning
RUN green This LED indicates the terminal's operating state:
off State of the EtherCAT State Machine: INIT=initialization of the terminal flashing
rapidly
flashing State of the EtherCAT State Machine: PREOP = function for mailbox communication and
Single flash State of the EtherCAT State Machine: SAFEOP = verification of the Sync Manager chan-
on State of the EtherCAT State Machine: OP = normal operating state; mailbox and process
Drive OK green on Driver stage ready for operation Limit orange on
Read OCT green flashing The electronic type plate is being read
off The reading of the electronic type plate has been completed
Warning orange flashing Error while reading the type plate
on
Enable green on
Error red on
+24 V via power contacts
DC link supply green on Voltage for the DC link supply is present.
green on 24 V voltage supply for the terminal is present.
State of the EtherCAT State Machine: BOOTSTRAP=function for terminal firmware up-
dates [}245]
different standard-settings set
nels and the distributed clocks. Outputs remain in safe state
data communication is possible
The LED is linked with bit 11 of the status word (MDP742 [}197] / DS402 [}219]) (internal limit active) Limit reached (e.g. torque or speed limit)
The LED is linked with bit 7 of the status word (MDP742 [}197] / DS402 [}219]) (warning) The “Warning” threshold value is exceeded. I²T model Voltage missing at STO input Temperature (80°C) exceeded Voltage
The LED is linked with the bits 1 and 2 of status word (MDP742 [}197] / DS402 [}219]) (if "Switched on" or "Operation enabled") Driver stage enabled
The LED is linked with bit 3 of the status word (MDP742 [}197] / DS402 [}219]) (fault) The “Error” threshold value is exceeded. Overcurrent STO triggered with active axis Voltage not available Resolver not connected Max. temperature (100°C) exceeded
Installation
EL72x1-901x 55Version: 2.0
Installation
Connection
Fig.43: EL7211-901x, EL7221-901x - Connection
Terminal point Name Comment
1 OCT + Positive input of the absolute feedback 2 Input 1 Digital input 1 3 +24 V Power contact +24 V 4 U Motor phase U 5 W Motor phase W 6 Brake + Motor brake + 7 48 V DC link supply + (8...48 V) 8 9 OCT - Negative input of the absolute feedback 10 Input 2 Digital input 2 11 0 V Power contact 0 V 12 V Motor phase V 13 STO input Input for STO signal (24 V) 14 Brake GND Motor brake 0V 15 0 V DC link 0V supply 16 1' - 16' n.c.
EL72x1-901x56 Version: 2.0
Commissioning

5 Commissioning

5.1 TwinCAT Quick Start

TwinCAT is a development environment for real-time control including multi-PLC system, NC axis control, programming and operation. The whole system is mapped through this environment and enables access to a programming environment (including compilation) for the controller. Individual digital or analog inputs or outputs can also be read or written directly, in order to verify their functionality, for example.
For further information please refer to http://infosys.beckhoff.com:
EtherCAT Systemmanual: Fieldbus Components → EtherCAT Terminals → EtherCAT System Documentation → Setup in the TwinCAT System Manager
TwinCAT2 → TwinCAT System Manager → I/O - Configuration
• In particular, TwinCAT driver installation: Fieldbus components → Fieldbus Cards and Switches → FC900x – PCI Cards for Ethernet → Installation
Devices contain the terminals for the actual configuration. All configuration data can be entered directly via editor functions (offline) or via the “Scan” function (online):
“offline”: The configuration can be customized by adding and positioning individual components. These can be selected from a directory and configured.
◦ The procedure for offline mode can be found under http://infosys.beckhoff.com:
TwinCAT2 → TwinCAT System Manager → IO - Configuration → Adding an I/O Device
“online”: The existing hardware configuration is read
◦ See also http://infosys.beckhoff.com:
Fieldbus components → Fieldbus cards and switches → FC900x – PCI Cards for Ethernet → Installation → Searching for devices
The following relationship is envisaged from user PC to the individual control elements:
EL72x1-901x 57Version: 2.0
Commissioning
Fig.44: Relationship between user side (commissioning) and installation
The user inserting of certain components (I/O device, terminal, box...) is the same in TwinCAT2 and TwinCAT3. The descriptions below relate to the online procedure.
Sample configuration (actual configuration)
Based on the following sample configuration, the subsequent subsections describe the procedure for TwinCAT2 and TwinCAT3:
• Control system (PLC) CX2040 including CX2100-0004 power supply unit
• Connected to the CX2040 on the right (E-bus): EL1004 (4-channel digital input terminal 24VDC)
• Linked via the X001 port (RJ-45): EK1100 EtherCAT Coupler
• Connected to the EK1100 EtherCAT coupler on the right (E-bus): EL2008 (8-channel digital output terminal 24VDC;0.5A)
• (Optional via X000: a link to an external PC for the user interface)
EL72x1-901x58 Version: 2.0
Commissioning
Fig.45: Control configuration with Embedded PC, input (EL1004) and output (EL2008)
Note that all combinations of a configuration are possible; for example, the EL1004 terminal could also be connected after the coupler, or the EL2008 terminal could additionally be connected to the CX2040 on the right, in which case the EK1100 coupler wouldn’t be necessary.
EL72x1-901x 59Version: 2.0
Commissioning
5.1.1 TwinCAT2
Startup
TwinCAT basically uses two user interfaces: the TwinCAT System Manager for communication with the electromechanical components and TwinCAT PLC Control for the development and compilation of a controller. The starting point is the TwinCAT System Manager.
After successful installation of the TwinCAT system on the PC to be used for development, the TwinCAT2 System Manager displays the following user interface after startup:
Fig.46: Initial TwinCAT2 user interface
Generally, TwinCAT can be used in local or remote mode. Once the TwinCAT system including the user interface (standard) is installed on the respective PLC, TwinCAT can be used in local mode and thereby the
next step is “Insert Device [}62]”.
If the intention is to address the TwinCAT runtime environment installed on a PLC as development environment remotely from another system, the target system must be made known first. In the menu under
“Actions” → “Choose Target System...”, via the symbol “ ” or the “F8” key, open the following window:
EL72x1-901x60 Version: 2.0
Fig.47: Selection of the target system
Use “Search (Ethernet)...” to enter the target system. Thus a next dialog opens to either:
Commissioning
• enter the known computer name after “Enter Host Name / IP:” (as shown in red)
• perform a “Broadcast Search” (if the exact computer name is not known)
• enter the known computer IP or AmsNetID.
Fig.48: Specify the PLC for access by the TwinCAT System Manager: selection of the target system
Once the target system has been entered, it is available for selection as follows (a password may have to be entered):
After confirmation with “OK” the target system can be accessed via the System Manager.
EL72x1-901x 61Version: 2.0
Commissioning
Adding devices
In the configuration tree of the TwinCAT2 System Manager user interface on the left, select “I/ODevices” and then right-click to open a context menu and select “ScanDevices…”, or start the action in the menu bar
via . The TwinCAT System Manager may first have to be set to “Configmode” via or via menu “Actions” → “Set/Reset TwinCAT to Config Mode…” (Shift + F4).
Fig.49: Select “Scan Devices...”
Confirm the warning message, which follows, and select “EtherCAT” in the dialog:
Fig.50: Automatic detection of I/O devices: selection the devices to be integrated
Confirm the message “Find new boxes”, in order to determine the terminals connected to the devices. “Free Run” enables manipulation of input and output values in “Config mode” and should also be acknowledged.
Based on the sample configuration [}58] described at the beginning of this section, the result is as follows:
EL72x1-901x62 Version: 2.0
Commissioning
Fig.51: Mapping of the configuration in the TwinCAT2 System Manager
The whole process consists of two stages, which may be performed separately (first determine the devices, then determine the connected elements such as boxes, terminals, etc.). A scan can also be initiated by selecting “Device ...” from the context menu, which then reads the elements present in the configuration below:
Fig.52: Reading of individual terminals connected to a device
This functionality is useful if the actual configuration is modified at short notice.
Programming and integrating the PLC
TwinCAT PLC Control is the development environment for the creation of the controller in different program environments: TwinCAT PLC Control supports all languages described in IEC 61131-3. There are two text­based languages and three graphical languages.
Text-based languages
◦ Instruction List (IL)
EL72x1-901x 63Version: 2.0
Commissioning
◦ Structured Text (ST)
Graphical languages
◦ Function Block Diagram (FBD) ◦ Ladder Diagram (LD) ◦ The Continuous Function Chart Editor (CFC) ◦ Sequential Function Chart (SFC)
The following section refers to Structured Text (ST).
After starting TwinCAT PLC Control, the following user interface is shown for an initial project:
Fig.53: TwinCAT PLC Control after startup
Sample variables and a sample program have been created and stored under the name “PLC_example.pro”:
EL72x1-901x64 Version: 2.0
Commissioning
Fig.54: Sample program with variables after a compile process (without variable integration)
Warning 1990 (missing “VAR_CONFIG”) after a compile process indicates that the variables defined as external (with the ID “AT%I*” or “AT%Q*”) have not been assigned. After successful compilation, TwinCAT PLC Control creates a “*.tpy” file in the directory in which the project was stored. This file (“*.tpy”) contains variable assignments and is not known to the System Manager, hence the warning. Once the System Manager has been notified, the warning no longer appears.
First, integrate the TwinCAT PLC Control project in the System Manager via the context menu of the PLC configuration; right-click and select “Append PLC Project…”:
Fig.55: Appending the TwinCAT PLC Control project
EL72x1-901x 65Version: 2.0
Commissioning
Select the PLC configuration “PLC_example.tpy” in the browser window that opens. The project including the two variables identified with “AT” are then integrated in the configuration tree of the System Manager:
Fig.56: PLC project integrated in the PLC configuration of the System Manager
The two variables “bEL1004_Ch4” and “nEL2008_value” can now be assigned to certain process objects of the I/O configuration.
Assigning variables
Open a window for selecting a suitable process object (PDO) via the context menu of a variable of the integrated project “PLC_example” and via “Modify Link...” “Standard”:
Fig.57: Creating the links between PLC variables and process objects
In the window that opens, the process object for the variable “bEL1004_Ch4” of type BOOL can be selected from the PLC configuration tree:
EL72x1-901x66 Version: 2.0
Commissioning
Fig.58: Selecting PDO of type BOOL
According to the default setting, certain PDO objects are now available for selection. In this sample the input of channel 4 of the EL1004 terminal is selected for linking. In contrast, the checkbox “All types” must be ticked for creating the link for the output variables, in order to allocate a set of eight separate output bits to a byte variable. The following diagram shows the whole process:
Fig.59: Selecting several PDOs simultaneously: activate “Continuous” and “All types”
Note that the “Continuous” checkbox was also activated. This is designed to allocate the bits contained in the byte of the variable “nEL2008_value” sequentially to all eight selected output bits of the EL2008 terminal. In this way it is possible to subsequently address all eight outputs of the terminal in the program with a byte
corresponding to bit 0 for channel 1 to bit 7 for channel 8 of the PLC. A special symbol ( ) at the yellow or red object of the variable indicates that a link exists. The links can also be checked by selecting a “Goto Link Variable” from the context menu of a variable. The object opposite, in this case the PDO, is automatically selected:
EL72x1-901x 67Version: 2.0
Commissioning
Fig.60: Application of a “Goto Link” variable, using “MAIN.bEL1004_Ch4” as a sample
The process of assigning variables to the PDO is completed via the menu selection “Actions” → “Generate
Mappings”, key Ctrl+M or by clicking on the symbol in the menu.
This can be visualized in the configuration:
The process of creating links can also take place in the opposite direction, i.e. starting with individual PDOs to variable. However, in this example it would then not be possible to select all output bits for the EL2008, since the terminal only makes individual digital outputs available. If a terminal has a byte, word, integer or similar PDO, it is possible to allocate this a set of bit-standardized variables (type “BOOL”). Here, too, a “Goto Link Variable” from the context menu of a PDO can be executed in the other direction, so that the respective PLC instance can then be selected.
Activation of the configuration
The allocation of PDO to PLC variables has now established the connection from the controller to the inputs and outputs of the terminals. The configuration can now be activated. First, the configuration can be verified
via (or via “Actions” → “Check Configuration”). If no error is present, the configuration can be
activated via (or via “Actions” → “Activate Configuration…”) to transfer the System Manager settings to the runtime system. Confirm the messages “Old configurations are overwritten!” and “Restart TwinCAT system in Run mode” with “OK”.
A few seconds later the real-time status is displayed at the bottom right in the System Manager. The PLC system can then be started as described below.
Starting the controller
Starting from a remote system, the PLC control has to be linked with the Embedded PC over Ethernet via “Online” → “Choose Run-Time System…”:
EL72x1-901x68 Version: 2.0
Commissioning
Fig.61: Choose target system (remote)
In this sample “Runtime system 1 (port 801)” is selected and confirmed. Link the PLC with the real-time
system via menu option “Online” → “Login”, the F11 key or by clicking on the symbol .The control program can then be loaded for execution. This results in the message “No program on the controller! Should the new program be loaded?”, which should be acknowledged with “Yes”. The runtime environment is ready for the program start:
EL72x1-901x 69Version: 2.0
Commissioning
Fig.62: PLC Control logged in, ready for program startup
The PLC can now be started via “Online” → “Run”, F5 key or .

5.1.2 TwinCAT 3

Startup
TwinCAT makes the development environment areas available together with Microsoft Visual Studio: after startup, the project folder explorer appears on the left in the general window area (cf. “TwinCAT System Manager” of TwinCAT2) for communication with the electromechanical components.
After successful installation of the TwinCAT system on the PC to be used for development, TwinCAT3 (shell) displays the following user interface after startup:
EL72x1-901x70 Version: 2.0
Commissioning
Fig.63: Initial TwinCAT3 user interface
First create a new project via (or under “File”→“New”→ “Project…”). In the following dialog make the corresponding entries as required (as shown in the diagram):
Fig.64: Create new TwinCAT project
The new project is then available in the project folder explorer:
EL72x1-901x 71Version: 2.0
Commissioning
Fig.65: New TwinCAT3 project in the project folder explorer
Generally, TwinCAT can be used in local or remote mode. Once the TwinCAT system including the user interface (standard) is installed on the respective PLC, TwinCAT can be used in local mode and thereby the
next step is “Insert Device [}73]”.
If the intention is to address the TwinCAT runtime environment installed on a PLC as development environment remotely from another system, the target system must be made known first. Via the symbol in the menu bar:
expand the pull-down menu:
and open the following window:
Fig.66: Selection dialog: Choose the target system
EL72x1-901x72 Version: 2.0
Use “Search (Ethernet)...” to enter the target system. Thus a next dialog opens to either:
• enter the known computer name after “Enter Host Name / IP:” (as shown in red)
• perform a “Broadcast Search” (if the exact computer name is not known)
• enter the known computer IP or AmsNetID.
Commissioning
Fig.67: Specify the PLC for access by the TwinCAT System Manager: selection of the target system
Once the target system has been entered, it is available for selection as follows (a password may have to be entered):
After confirmation with “OK” the target system can be accessed via the Visual Studio shell.
Adding devices
In the project folder explorer of the Visual Studio shell user interface on the left, select “Devices” within
element “I/O”, then right-click to open a context menu and select “Scan” or start the action via in the
menu bar. The TwinCAT System Manager may first have to be set to “Config mode” via or via the menu “TwinCAT” → “Restart TwinCAT (Config mode)”.
Fig.68: Select “Scan”
Confirm the warning message, which follows, and select “EtherCAT” in the dialog:
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Fig.69: Automatic detection of I/O devices: selection the devices to be integrated
Confirm the message “Find new boxes”, in order to determine the terminals connected to the devices. “Free Run” enables manipulation of input and output values in “Config mode” and should also be acknowledged.
Based on the sample configuration [}58] described at the beginning of this section, the result is as follows:
Fig.70: Mapping of the configuration in VS shell of the TwinCAT3 environment
The whole process consists of two stages, which may be performed separately (first determine the devices, then determine the connected elements such as boxes, terminals, etc.). A scan can also be initiated by selecting “Device ...” from the context menu, which then reads the elements present in the configuration below:
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Fig.71: Reading of individual terminals connected to a device
This functionality is useful if the actual configuration is modified at short notice.
Programming the PLC
TwinCAT PLC Control is the development environment for the creation of the controller in different program environments: TwinCAT PLC Control supports all languages described in IEC 61131-3. There are two text­based languages and three graphical languages.
Text-based languages
◦ Instruction List (IL) ◦ Structured Text (ST)
Graphical languages
◦ Function Block Diagram (FBD) ◦ Ladder Diagram (LD) ◦ The Continuous Function Chart Editor (CFC) ◦ Sequential Function Chart (SFC)
The following section refers to Structured Text (ST).
In order to create a programming environment, a PLC subproject is added to the project sample via the context menu of “PLC” in the project folder explorer by selecting “Add New Item….”:
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Fig.72: Adding the programming environment in “PLC”
In the dialog that opens select “Standard PLC project” and enter “PLC_example” as project name, for example, and select a corresponding directory:
Fig.73: Specifying the name and directory for the PLC programming environment
The “Main” program, which already exists by selecting “Standard PLC project”, can be opened by double­clicking on “PLC_example_project” in “POUs”. The following user interface is shown for an initial project:
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Fig.74: Initial “Main” program of the standard PLC project
To continue, sample variables and a sample program have now been created:
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Fig.75: Sample program with variables after a compile process (without variable integration)
The control program is now created as a project folder, followed by the compile process:
Fig.76: Start program compilation
The following variables, identified in the ST/ PLC program with “AT%”, are then available in under “Assignments” in the project folder explorer:
Assigning variables
Via the menu of an instance - variables in the “PLC” context, use the “Modify Link…” option to open a window for selecting a suitable process object (PDO) for linking:
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Fig.77: Creating the links between PLC variables and process objects
In the window that opens, the process object for the variable “bEL1004_Ch4” of type BOOL can be selected from the PLC configuration tree:
Fig.78: Selecting PDO of type BOOL
According to the default setting, certain PDO objects are now available for selection. In this sample the input of channel 4 of the EL1004 terminal is selected for linking. In contrast, the checkbox “All types” must be ticked for creating the link for the output variables, in order to allocate a set of eight separate output bits to a byte variable. The following diagram shows the whole process:
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Fig.79: Selecting several PDOs simultaneously: activate “Continuous” and “All types”
Note that the “Continuous” checkbox was also activated. This is designed to allocate the bits contained in the byte of the variable “nEL2008_value” sequentially to all eight selected output bits of the EL2008 terminal. In this way it is possible to subsequently address all eight outputs of the terminal in the program with a byte
corresponding to bit 0 for channel 1 to bit 7 for channel 8 of the PLC. A special symbol ( ) at the yellow or red object of the variable indicates that a link exists. The links can also be checked by selecting a “Goto Link Variable” from the context menu of a variable. The object opposite, in this case the PDO, is automatically selected:
Fig.80: Application of a “Goto Link” variable, using “MAIN.bEL1004_Ch4” as a sample
The process of creating links can also take place in the opposite direction, i.e. starting with individual PDOs to variable. However, in this example it would then not be possible to select all output bits for the EL2008, since the terminal only makes individual digital outputs available. If a terminal has a byte, word, integer or
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similar PDO, it is possible to allocate this a set of bit-standardized variables (type “BOOL”). Here, too, a “Goto Link Variable” from the context menu of a PDO can be executed in the other direction, so that the respective PLC instance can then be selected.
Note on the type of variable assignment
The following type of variable assignment can only be used from TwinCAT version V3.1.4024.4 on­wards and is only available for terminals with a microcontroller.
In TwinCAT it is possible to create a structure from the mapped process data of a terminal. An instance of this structure can then be created in the PLC, so it is possible to access the process data directly from the PLC without having to declare own variables.
The procedure for the EL3001 1-channel analog input terminal -10...+10V is shown as an example.
1. First the required process data must be selected in the “Process data” tab in TwinCAT.
2. After that, the PLC data type must be generated in the tab “PLC” via the check box.
3. The data type in the “Data Type” field can then be copied using the “Copy” button.
Fig.81: Creating a PLC data type
4. An instance of the data structure of the copied data type must then be created in the PLC.
Fig.82: Instance_of_struct
5. Then the project folder must be created. This can be done either via the key combination “CTRL + Shift + B” or via the “Build” tab in TwinCAT.
6. The structure in the “PLC” tab of the terminal must then be linked to the created instance.
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Fig.83: Linking the structure
7. In the PLC the process data can then be read or written via the structure in the program code.
Fig.84: Reading a variable from the structure of the process data
Activation of the configuration
The allocation of PDO to PLC variables has now established the connection from the controller to the inputs
and outputs of the terminals. The configuration can now be activated with or via the menu under “TwinCAT” in order to transfer settings of the development environment to the runtime system. Confirm the messages “Old configurations are overwritten!” and “Restart TwinCAT system in Run mode” with “OK”. The corresponding assignments can be seen in the project folder explorer:
A few seconds later the corresponding status of the Run mode is displayed in the form of a rotating symbol
at the bottom right of the VS shell development environment. The PLC system can then be started as
described below.
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Starting the controller
Select the menu option “PLC” → “Login” or click on to link the PLC with the real-time system and load the control program for execution. This results in the message No program on the controller! Should the new program be loaded?, which should be acknowledged with “Yes”. The runtime environment is ready for
program start by click on symbol , the “F5” key or via “PLC” in the menu selecting “Start”. The started programming environment shows the runtime values of individual variables:
Fig.85: TwinCAT development environment (VS shell): logged-in, after program startup
The two operator control elements for stopping and logout result in the required action (accordingly also for stop “Shift + F5”, or both actions can be selected via the PLC menu).

5.2 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.)
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◦ 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 ◦ 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.

5.2.1 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.86: System Manager “Options” (TwinCAT2)
This have to be called up by the Menü “TwinCAT” within the TwinCAT3 environment:
Fig.87: Call up under VS Shell (TwinCAT3)
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The following dialog appears:
Fig.88: 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” [}94] in order to view the compatible ethernet ports via its
EtherCAT properties (tab “Adapter”, button “Compatible Devices…”):
Fig.89: EtherCAT device properties(TwinCAT2): click on “Compatible Devices…” of tab “Adapte””
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)
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Fig.90: Windows properties of the network interface
A correct setting of the driver could be:
Fig.91: Exemplary correct driver setting for the Ethernet port
Other possible settings have to be avoided:
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Fig.92: Incorrect driver settings for the Ethernet port
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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.
Fig.93: TCP/IP setting for the Ethernet port
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5.2.2 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 [}93] 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.94: 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 [}10].
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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.95: OnlineDescription information window (TwinCAT2)
In TwinCAT3 a similar window appears, which also offers the Web update:
Fig.96: 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 [}94]”.
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.
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Fig.97: 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.98: 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.99: Information window for faulty ESI file (left: TwinCAT2; right: TwinCAT3)
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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
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5.2.3 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.100: Using the ESI Updater (>= TwinCAT2.11)
The call up takes place under: “Options” → “Update EtherCAT Device Descriptions”
Selection under TwinCAT3:
Fig.101: 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)…”.

5.2.4 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” [}89].
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
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• 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 [}99] (Ethernet port at the IPC)
detecting the connected EtherCAT devices [}100]. This step can be carried out independent of the preceding step
troubleshooting [}103]
The scan with existing configuration [}104] can also be carried out for comparison.

5.2.5 OFFLINE configuration creation

Creating the EtherCAT device
Create an EtherCAT device in an empty System Manager window.
Fig.102: 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.103: Selecting the EtherCAT connection (TwinCAT2.11, TwinCAT3)
Then assign a real Ethernet port to this virtual device in the runtime system.
Fig.104: Selecting the Ethernet port
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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.105: 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 [}84].
Defining EtherCAT slaves
Further devices can be appended by right-clicking on a device in the configuration tree.
Fig.106: 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
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• “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).
Fig.107: 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.108: 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”.
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Fig.109: 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).
Commissioning
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.110: 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 parameterized as follows: linking with the task, CoE/DC settings, plug-in definition, startup settings, ...
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Fig.111: EtherCAT terminal in the TwinCAT tree (left: TwinCAT2; right: TwinCAT3)
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5.2.6 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.112: 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.113: 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.114: Note for automatic device scan (left: TwinCAT2; right: TwinCAT3)
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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.115: 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 [}84].
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.116: 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 [}104] 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:
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