6.9.1Operating elements of the position display............................................................................ 66
6.10 Working in the workspace..................................................................................................................67
6.10.1Adjusting the display of the workspace.................................................................................. 67
6.11 Using the Inspector............................................................................................................................. 68
6.11.1Operating elements of the Inspector...................................................................................... 68
7.4.2Adding a startup screen........................................................................................................ 102
7.4.3Configuring the unit for screenshots.....................................................................................103
7.5Back up settings.................................................................................................................................104
7.6Back up user files...............................................................................................................................104
8.3.2Adding function elements......................................................................................................123
8.3.3Creating a preset table.......................................................................................................... 124
8.3.4Configuring the MinMax function..........................................................................................126
8.3.5Configuring the measured value output................................................................................ 127
8.4Back up settings.................................................................................................................................135
8.5Back up user files...............................................................................................................................136
12.7 Restore user files............................................................................................................................... 197
12.8 Reset all settings................................................................................................................................198
12.9 Reset to shipping conditions............................................................................................................198
13 What to do if ............................................................................................................................... 199
This chapter contains information about the product and these instructions.
1.2Information on the product
Product designationIDFirmware versionIndex
GAGE-CHEK 20001089181-xx1248580.1.0.x---
The ID label is provided on the back of the product.
Example:
1
Product designation
2
Index
3
Part number (ID)
1.3Demo software for the product
GAGE-CHEK 2000 Demo is software you can install on a computer independently
of the device. GAGE-CHEK 2000 Demo helps you to become familiar with, try out
or present the functions of the device.
You can download the current version of the software here: www.heidenhain.de
To download the installation file from the HEIDENHAIN Portal, you
need access rights to the Software portal folder in the directory of the
appropriate product.
If you do not have access rights to the Portal's Software folder, you can
request the access rights from your HEIDENHAIN contact person.
Fatal accidents, personal injury or property damage caused by noncompliance with the documentation!
Failure to comply with the documentation may result in fatal accidents, personal
injury or property damage.
Read the documentation carefully from beginning to end
Keep the documentation for future reference
The table below lists the components of the documentation in the order of priority
for reading.
DocumentationDescription
AddendumAn addendum supplements or supersedes
the corresponding contents of the Operating
Instructions and, if applicable, of the Installation
Instructions.
If an addendum is included in the shipment, it has
the highest priority for reading. All other contents
of the documentation retain their validity.
Installation InstructionsThe Installation Instructions contain all of the infor-
mation and safety precautions needed for the
proper mounting and installation of the product.
The Installation Instructions are contained as an
excerpt from the Operating Instructions in every
delivery.
The Installation Instructions have the second
highest level of priority for reading.
Operating InstructionsThe Operating Instructions contain all the infor-
mation and safety precautions needed for the
proper operation of the product according to its
intended use. The Operating Instructions are
included on the supplied storage medium and can
also be downloaded in the download area from
www.heidenhain.de. The Operating Instructions
must be read before the unit is put into service.
The Operating Instructions have the third highest
level of priority for reading.
14
Have you found any errors or would you like to suggest changes?
We are continuously striving to improve our documentation for you. Please help us
by sending your suggestions to the following e-mail address:
1.4.3Storage and distribution of the documentation
The instructions must be kept in the immediate vicinity of the workplace and must
be available to all personnel at all times. The operating company must inform the
personnel where these instructions are kept. If the instructions have become
illegible, the operating company must obtain a new copy from the manufacturer.
If the product is given or resold to any other party, the following documents must
be passed on to the new owner:
The target groups of these instructions refer to the various user types of the
product and their authorizations.
The product features the following user types:
OEM user
The OEM (Original Equipment Manufacturer) user has the highest level of
permissions. This user is allowed to configure the product's hardware (e.g.
connection of encoders and sensors). He can create Setup and Operator-type
users, and configure the Setup and Operator users. The OEM user cannot be
duplicated or deleted. This user cannot be logged in automatically.
Setup user
The Setup user configures the product for use at the place of operation. This user
can create Operator-type users. The Setup user cannot be duplicated or deleted.
This user cannot be logged in automatically.
Operator user
The Operator user is permitted to use the basic functions of the product.
An Operator-type user cannot create additional users, but is allowed to edit
various operator-specific settings, such as his name or the language. A user of the
Operator group can be logged in automatically as soon as the product is switched
on.
1.5.4Contents of the chapters
The table below shows:
from which chapters these instructions are derived from
which information the chapters of the instructions contain
to which target groups the chapters of the instructions mainly apply
SectionContents
1 "Fundamentals"
This chapter contains information about…
... this product
... these instructions
Target
group
OEM
Setup
✓✓✓
Operator
16
2 "Safety"
3 "Transport and storage"
4 "Mounting"
5 "Installation"
... Safety regulations and safety measures
for mounting the product
for installing the product
for operating the product
... transporting the product
... storing the product
... items supplied with the product
... accessories for the product
Precautionary statements warn of hazards in handling the product and provide
information on their prevention. Precautionary statements are classified by hazard
severity and divided into the following groups:
DANGER
Danger indicates hazards for persons. If you do not follow the avoidance
instructions, the hazard will result in death or severe injury.
WARNING
Warning indicates hazards for persons. If you do not follow the avoidance
instructions, the hazard could result in death or serious injury.
CAUTION
Caution indicates hazards for persons. If you do not follow the avoidance
instructions, the hazard could result in minor or moderate injury.
NOTICE
Notice indicates danger to material or data. If you do not follow the avoidance
instructions, the hazard could result in things other than personal injury,
such as property damage.
Informational notes
Informational notes ensure reliable and efficient operation of the product.
Informational notes are divided into the following groups:
The information symbol indicates a tip.
A tip provides additional or supplementary information.
The gear symbol indicates that the function described depends on the
machine, e.g.
Your machine must feature a certain software or hardware option
The behavior of the functions depends on the configurable machine
settings
18
The book symbol represents a cross reference to external
documentation, e.g. the documentation of your machine tool builder or
other supplier.
This chapter provides important safety information needed for the proper operation
of the unit.
2.2General safety precautions
General accepted safety precautions, in particular the applicable precautions
relating to the handling of live electrical equipment, must be followed when
operating the system. Failure to observe these safety precautions may result in
personal injury or damage to the product.
It is understood that safety rules within individual companies vary. If a conflict
exists between the material contained in these instructions and the rules of a
company using this system, the more stringent rules take precedence.
2.3Intended use
The products of the GAGE-CHEK 2000 series are advanced digital evaluation
electronics for the measurement of exact measured values and for positioning
tasks in metrology applications. The products are used primarily on measuring
machines, and positioning equipment.
The products of this series
must only be used in commercial applications and in an industrial environment
must be mounted on a suitable stand or holder to ensure the correct and
intended operation of the product
are intended for indoor use in an environment in which the contamination
caused by humidity, dirt, oil and lubricants complies with the requirements of
the specifications
The products support the use of peripheral devices from different
manufacturers. HEIDENHAIN cannot make any statements on the
intended use of these devices. The information on their intended use,
which is provided in the respective documentation, must be observed.
In particular, the products of the GAGE-CHEK 2000 series must not be used in the
following applications:
Use and storage outside the operating conditions specified in "Specifications"
Outdoor use
Use in potentially explosive atmospheres
Use of the products of the GAGE-CHEK 2000 series as part of a safety function
2.5Personnel qualification
The personnel for mounting, installation, operation, service, maintenance and
removal must be appropriately qualified for this work and must have obtained
sufficient information from the documentation supplied with the product and with
the connected peripherals.
The personnel required for the individual activities to be performed on the product
are indicated in the respective sections of these instructions.
The personnel groups are specified in detail as follows with regard to their
qualifications and tasks.
2
Operator
The operator uses and operates the product within the framework specified for the
intended use. He is informed by the operating company about the special tasks
and the potential hazards resulting from incorrect behavior.
Qualified personnel
The qualified personnel are trained by the operating company to perform advanced
operation and parameterization. The qualified personnel have the required technical
training, knowledge and experience and know the applicable regulations, and are
thus capable of performing the assigned work regarding the application concerned
and of proactively identifying and avoiding potential risks.
Electrical specialist
The electrical specialist has the required technical training, knowledge and
experience and knows the applicable standards and regulations, and is thus
capable of performing work on electrical systems and of proactively identifying and
avoiding potential risks. Electrical specialists have been specially trained for the
environment they work in.
Electrical specialists must comply with the provisions of the applicable legal
regulations on accident prevention.
The operating company owns or leases the product and the peripherals. At all
times, the operating company is responsible for ensuring that the intended use is
complied with.
The operating company must:
Assign the different tasks to be performed on the product to suitable, qualified
and authorized personnel
Verifiably train the personnel in the authorizations and tasks
Provide all materials and means necessary in order for the personnel to
complete the assigned tasks
Ensure that the product is operated only when in perfect technical condition
Ensure that the product is protected from unauthorized use
2.7General safety precautions
The safety of any system incorporating the use of this product is the
responsibility of the assembler or installer of the system.
The product supports the use of a wide variety of peripheral devices
from different manufacturers. HEIDENHAIN cannot make any
statements on the specific safety precautions to be taken for
these devices. The safety precautions provided in the respective
documentation must be observed. If there is no documentation at
hand, it must be obtained from the manufacturers concerned.
The specific safety precautions required for the individual activities to be
performed on the product are indicated in the respective sections of these
instructions.
2.7.1Symbols on the product
The following symbols are used to identify the product:
SymbolMeaning
Observe the safety precautions regarding electricity and the
power connection before you connect the product.
24
Functional ground connection as per IEC/EN 60204-1. Observe
the information on installation.
Product seal. Breaking or removing the product seal will result
in forfeiture of warranty and guarantee.
Hazard of contact with live parts when opening the unit.
This may result in electric shock, burns or death.
Never open the housing
Only the manufacturer is permitted to access the inside of the product
Hazard of dangerous amount of electricity passing through the human
body upon direct or indirect contact with live electrical parts.
This may result in electric shock, burns or death.
2
WARNING
WARNING
Work on the electrical system and live electrical components is to be
performed only by trained specialists
For power connection and all interface connections, use only cables and
connectors that comply with applicable standards
Have the manufacturer exchange defective electrical components
immediately
Regularly inspect all connected cables and all connections on the product.
Defects, such as loose connections or scorched cables, must be removed
immediately
NOTICE
Damage to internal parts of the product!
If you open the product, the warranty and the guarantee will be void.
Never open the housing
Only the product manufacturer is permitted to access the inside of the
This chapter contains information on the transportation and storage of the product
and provides an overview of the items supplied and the available accessories for
the product.
The following steps must be performed only by qualified personnel.
Further information: "Personnel qualification", Page 23
3.2Unpacking
Open the top lid of the box
Remove the packaging materials
Unpack the contents
Check the delivery for completeness
Check the delivery for damage
3.3Items supplied and accessories
3.3.1Items supplied
The following items are included in delivery:
NameDescription
Addendum (optional)Supplements or supersedes the contents of
the Operating Instructions and, if applicable,
of the Installation Instructions.
Operating InstructionsPDF issue of the Operating Instructions on
a memory medium in the currently available
languages
ProductEvaluation Unit GAGE-CHEK 2000
Installation InstructionsPrinted issue of the Installation Instructions
Transport and storage | Items supplied and accessories
3.3.2Accessories
Software options need to be enabled on the product via a license key.
Before you can use the associated hardware components, you need to
enable the respective software option.
Further information: "Activating the Software options", Page 78
The following accessories are optionally available and can be ordered from
HEIDENHAIN:
3
Accessories
For operation
For installation
NameDescriptionID
GAGE-CHEK 2000 AEI1
software option
GAGE-CHEK 2000 AEI1
Trial software option
Foot switchFoot switch for external
KT 130 edge finderTouch probe for probing
Power cablePower cable with European
RS-232 connecting cableRS-232 connecting cable,
Enabling of an additional
encoder input
Enabling of an additional
encoder input, test version
for a limited time (60 days)
operation with two freely
assignable keys; cable
length 2.4 m
a workpiece (for setting
presets)
plug (type F), length: 3 m
complete with two 9-pin Dsub connectors (female)
1089226-01
1089226-51
681041-04
283273-xx
223775-01
366964-xx
Adapter cable for touchprobe connection, DIN 5pin female
Transport and storage | Items supplied and accessories
Recommended RS-232 adapters
The product supports only RS-232 adapters of the DIGITUS® brand
from the manufacturer ASSMANN Electronic GmbH.
HEIDENHAIN recommends the following RS-232 adapters from ASSMANN
Electronic GmbH:
Part no.Model designationInterfaceConversion
DA-70156DIGITUS USB serial adapterUSB 2.0Serial
3.4In case of damage in transit
Have the shipping agent confirm the damage
Keep the packaging materials for inspection
Notify the sender of the damage
Contact the distributor or machine manufacturer for replacement parts
3
If damage occurred during transit:
Keep the packaging materials for inspection
Contact HEIDENHAIN or the machine manufacturer
This applies also if damage occurred to requested replacement parts
during transit.
Repackage and store the product carefully in accordance with the conditions
stated below.
3.5.1Repackaging the product
Repackaging should correspond to the original packaging as closely as possible.
Re-attach all mounting parts and dust protection caps to the product as
received from the factory, or repackage them in the original packaging as
received from the factory
Repackage the product in such a way that
it is protected from impact and vibration during transit
it is protected from the ingress of dust or humidity
Place all accessories that were included in the shipment in the original
packaging
Further information: "Items supplied and accessories", Page 28
Enclose all the documentation that was included in the original packaging
Further information: "Storage and distribution of the documentation", Page 15
If the product is returned for repair to the Service Department:
Ship the product without accessories, without encoders and without
peripherals
3.5.2Storage of the product
Package the product as described above
Observe the specified ambient conditions
Further information: "Specifications", Page 207
Inspect the product for damage after any transport or longer storage times
You can fasten the Duo-Pos stand to the product at a 20° or 45° angle.
If you screw the Duo-Pos stand into the product at a 45° angle, you
must attach the product at the upper end of the mounting slots. Use a
power cable cable with an angled connector.
Use the provided M4 x 8 ISO 7380 hexagon socket screws to fasten the stand
to the lower threaded holes on the rear panel
Comply with the permissible tightening torque of 2.6 Nm
Using the mounting slots (width = 4.5 mm), screw the stand to a supporting
surface
or
Set up the device freely at the desired location
Route the cable from behind through the two supports of the stand and then
through the lateral openings to the connections
4
Figure 2: Product mounted on Duo-Pos
standFigure 3: Cable routing on Duo-Pos stand
Further information: "Product dimensions with Duo-Pos stand", Page 211
This chapter describes the Installation of the product. It contains information about
the product's connections and instructions about how to correctly connect the
peripheral devices.
The following steps must be performed only by qualified personnel.
Further information: "Personnel qualification", Page 23
5.2General information
NOTICE
Interference from sources of high electromagnetic emission!
Peripheral devices, such as frequency inverters or servo drives, may cause
interference.
To increase the noise immunity to electromagnetic influences:
Use the optional functional ground connection as per IEC/EN 60204-1
Use only USB peripherals with continuous shielding, e.g. by metalized film
and metal braiding or a metal housing. The degree of coverage provided by
the braiding must be 85 % or higher. The shield must be connected around
the entire circumference of the connectors (360° connection).
NOTICE
Damage to the device from the engaging and disengaging of connecting
elements during operation!
Damage to internal components may result.
Do not engage or disengage any connecting elements while the unit is under
power
NOTICE
Electrostatic discharge (ESD)!
40
This product contains electrostatic sensitive components that can be destroyed
by electrostatic discharge (ESD).
It is essential to observe the safety precautions for handling ESD-sensitive
components
Never touch connector pins without ensuring proper grounding
Wear a grounded ESD wristband when handling product connections
For encoders with an EnDat 2.2 interface: If the corresponding encoder
input has already been assigned to an axis in the device settings, then
the encoder is automatically detected upon restart, and the settings are
adapted. Alternatively, you can assign the encoder input after you have
connected the encoder.
Comply with the pin layout
Remove and save the dust protection cap
Route the cables depending on the mounting variant
Further information: "Assembly of the product", Page 34
Connect the encoder cables tightly to the respective connections
Further information: "Product overview", Page 41
If the cable connectors include mounting screws, do not overtighten them
Installation | Wiring switching inputs and outputs
5.6Wiring switching inputs and outputs
Depending on the peripherals to be connected, the connection work
may need to be carried out by an electrical specialist.
Example: Safety Extra Low Voltage (SELV) exceeded
Further information: "Personnel qualification", Page 23
The product fulfills the requirements of standard IEC 61010-1 only if the
power to the peripheral devices is supplied from a secondary circuit
with current limitation as per IEC 61010-1
power limitation as per IEC 60950-1
secondary circuit as specified in UL1310.
In place of IEC 61010-1
of standards DIN EN 61010-1, EN 61010-1, UL 61010-1 and CAN/CSAC22.2 No. 61010-1can be used, and, in place of IEC 60950-1
Section 2.5, the corresponding sections of standards DIN EN 60950-1,
EN 60950-1, UL 60950-1, CAN/CSA-C22.2 No. 60950-1 can be applied.
3rd Ed.
, Section 9.4, the corresponding sections
3rd Ed.
2nd Ed.
, Section 2.5 or from a Class 2
, Section 9.4 or with
2nd Ed.
5
,
Wire switching inputs and outputs in accordance with the following pin layout
Remove and save the dust protection cap
Route the cables depending on the mounting variant
Further information: "Assembly of the product", Page 34
Connect the connecting cables of the peripherals tightly to their connectors
Further information: "Product overview", Page 41
If the cable connectors include mounting screws, do not overtighten them
The digital or analog inputs and outputs must be assigned in the device
settings of the respective switching function.
This chapter describes the user interface, operating elements, and basic functions
of the unit.
6.2Using the touchscreen and input devices
6.2.1Touchscreen and input devices
The operating elements on the user interface of the unit are operated via a
touchscreen or a connected USB mouse.
To enter data, you can use the screen keyboard of the touchscreen or a connected
USB keyboard.
NOTICE
Malfunctions of the touchscreen caused by humidity or contact with
water!
Humidity or water can impair the proper functioning of the touchscreen.
Protect the touchscreen from humidity or contact with water
Further information: "Product data", Page 208
6.2.2Gestures and mouse actions
To activate, switch or move the operating elements of the user interface, you
can use the unit's touchscreen or a mouse. Gestures are used to operate the
touchscreen and the mouse.
The gestures for operating the touchscreen may differ from the
gestures for operating the mouse.
If the gestures for operating the touchscreen differ from those for
operating the mouse, then these instructions describe both operating
options as alternative actions.
The alternative actions for operating the touchscreen or the mouse are
identified by the following symbols:
Operation using the touchscreen
52
Operation using the mouse
The following overview describes the different gestures for operating the
touchscreen or the mouse:
Basic operation | Using the touchscreen and input devices
Tapping
Means touching the screen briefly with your fingertip
Means pressing the left mouse button once
The actions initiated by tapping include
Selection of menus, features or parameters
Entering characters with the screen keyboard
Closing dialogs
Displaying and hiding the main menu in the Measure menu
Displaying and hiding the Inspector in the Measure menu
6
Holding (long press)
Means touching the screen and holding your finger(s) on it for a
few seconds
Means pressing the left mouse button once and holding it
down
The actions initiated by holding are
Quickly changing the values in input fields with plus and
minus buttons
Dragging
Is a combination of long press and then swipe, moving a finger
over the touchscreen when at least the starting point of motion
is defined
Means pressing the left mouse button once and holding it
down while moving the mouse; at least the starting point of the
motion is defined
Basic operation | General operating elements and functions
6.3General operating elements and functions
The operating elements described below are available for configuration and
operating the product via the touchscreen or input devices.
Screen keyboard
With the screen keyboard, you can enter text into the input fields of the user
interface. The displayed screen keyboard is either numeric or alphanumeric,
depending on the input field.
Figure 9: Screen keyboard
To enter values, tap an input field
The input field is highlighted
The screen keyboard is displayed
Enter text or numbers
In some input fields, a green check mark indicates that the entry is correct
If the entry is incomplete or incorrect, a red exclamation mark is displayed. The
entry cannot be concluded in this case
To apply the values, confirm the entry with RET
The values are displayed
The screen keyboard disappears
Input fields with plus and minus buttons
To adjust a numerical value, use the + (plus) and – (minus) buttons to the left and
right of the numerical value.
Tap + or – until the desired value is displayed
Long-press + or – to scroll through the values more
quickly
The selected value is displayed
Toggle switch
Use the toggle switch to switch between functions.
54
Tap the desired function
The active function is shown in green
The inactive function is shown in light gray
Basic operation | GAGE-CHEK 2000 – switch-on and switch-off
6.4GAGE-CHEK 2000 – switch-on and switch-off
6.4.1Switching on GAGE-CHEK 2000
Before using the product, you need to perform the commissioning
and setup steps. Depending on the purpose of use, you may have to
configure additional setup parameters.
Further information: "Commissioning", Page 73
Turn the power switch on
The power switch is on the rear side of the unit
The unit powers up. This can take a moment
If automatic user login is active and the last user who logged in was of the
Operator type, the user interface opens with the Measure menu
If automatic user login is not active, the User login menu is displayed
Further information: "User login and logout", Page 57
6.4.2Activating and deactivating the energy saving mode
If you will not be using the unit for a while, you should activate the energy-saving
mode. This switches the unit to an inactive state without interrupting the power
supply. The screen is switched off in this state.
Activating energy-saving mode
Tap Switch off in the main menu
Tap Energy-saving mode
The screen switches off
Deactivating energy-saving mode
Tap anywhere on the touchscreen
An arrow appears at the bottom of the screen
Drag the arrow up
The screen is switched on and shows the user interface last
Basic operation | GAGE-CHEK 2000 – switch-on and switch-off
6.4.3Switching off GAGE-CHEK 2000
NOTICE
Damage to the operating system!
Disconnecting the power source while the product is on can damage the
operating system of the product.
Use the Switch-off menu to shut down the product
Do not disconnect the power source while the product is on
Do not turn the power switch off until the product has shut down
Tap Switch off in the main menu
6
Tap Shut down
The operating system shuts down
Wait until the following message appears on the screen:
You can switch off the device now.
Turn the GAGE-CHEK 2000 off at the power switch
6.5User login and logout
In the User login menu, you can log in and out of the product as a user.
Only one user can be logged in to the product at a time. The logged-in user is
displayed. Before a new user can log in, the logged-in user has to log out.
The product provides various authorization levels that grant the user full
or restricted access to management and operation functionality.
The default language for the user interface is English. You can switch the user
interface to the desired language.
Tap Settings in the main menu
Tap User
The logged-in user is indicated by a check mark
Select the logged-in user
The language selected for the user is indicated by a national
flag in the Language drop-down list
Select the flag for the desired language in the Language
drop-down list
The user interface is displayed in the selected language
6
6.7Performing the reference mark search after startup
If the reference mark search after unit start is active, then all of the
unit’s functions will be disabled until the reference mark search has
been successfully completed.
Further information: "Reference marks (Encoder)", Page 182
The reference mark search does not need to be performed for serial
encoders with EnDat interface, because the axes are automatically
homed.
If the reference mark search is active on the unit, then a wizard will ask you to
traverse the reference marks of the axes.
After logging in, follow the instructions of the wizard
The Reference symbol stops blinking upon successful completion of the
reference mark search
Further information: "Operating elements of the position display", Page 66
Further information: "Activating the reference mark search", Page 83
The illustration shows the user interface the way it looks when you switch on the
product for the first time.
This user interface will also be displayed after resetting the product to the factory
defaults.
Figure 10: The user interface in the unit’s factory default setting
User interface after startup
If automatic user login is active and the last user who logged in was of the
Operator type, the Measure menu with the workspace and the Inspector is
displayed after the product has started up.
Further information: "Measure menu", Page 62
If automatic user login is not active, the product opens the User login menu.
Tap File management in the main menu
The user interface for file management is displayed
Short description
6
Figure 13: File management menu
1
List of available storage locations
2
List of folders in the selected storage location
The File management menu shows an overview of the files stored in the unit’s
memory.
Any connected USB mass storage devices (FAT32 format) or available network
drives are shown in the list of storage locations. The USB mass storage devices
and the network drives are displayed with their names or drive designations.
Send measured values to computer; tapping starts the data
transfer according to the configuration
Further information: "Sending measured values to a
computer", Page 145
Touch-probe triggered output of measured values
Send measured values to computer; tapping activates the
automatic output of measured values according to the
configuration; the data is transferred when the stylus is
deflected
Further information: "Sending measured values to a
computer", Page 145
Continuous output of measured values
Send measured values to computer; tapping activates the
automatic output of measured values according to the
configuration; the data is transferred continuously at intervals of approx. 200 ms
Further information: "Sending measured values to a
computer", Page 145
6
6.11.3Adjusting settings in the quick access menu
With the quick access menu, you can adjust the following settings:
Unit for linear values (Millimeters or Inch)
Unit for angular values (Radian, Decimal degrees or Deg-Min-Sec)
Setting the units of measure
Before you start measuring, you need to set the desired units of measure in the
Inspector's quick access menu.
Tap the Quick access menu in the Inspector
Select the desired Unit for linear values
Select the desired Unit for angular values
Tap Close to close the quick access menu
The selected units are displayed in the quick access menu
7.2.2Performing the reference mark search after startup
If the reference mark search after unit start is active, then all of the
unit’s functions will be disabled until the reference mark search has
been successfully completed.
Further information: "Reference marks (Encoder)", Page 182
The reference mark search does not need to be performed for serial
encoders with EnDat interface, because the axes are automatically
homed.
If the reference mark search is active on the unit, then a wizard will ask you to
traverse the reference marks of the axes.
After logging in, follow the instructions of the wizard
The Reference symbol stops blinking upon successful completion of the
reference mark search
Further information: "Operating elements of the position display", Page 66
Further information: "Activating the reference mark search", Page 83
7
7.2.3Setting the language
The default language for the user interface is English. You can switch the user
interface to the desired language.
Tap Settings in the main menu
Tap User
The logged-in user is indicated by a check mark
Select the logged-in user
The language selected for the user is indicated by a national
flag in the Language drop-down list
Select the flag for the desired language in the Language
drop-down list
The user interface is displayed in the selected language
You must change the password to prevent unauthorized configuration.
The password is confidential and must not be disclosed to any other person.
Tap Settings in the main menu
Tap User
The logged-in user is indicated by a check mark
Select the logged-in user
Tap Password
Enter the current password
Confirm entry with RET
Enter the new password and repeat it
Confirm entry with RET
Tap OK
Close the message with OK
The new password is available the next time the user logs in
7.3Steps for commissioning
NOTICE
Loss of or damage to configuration data!
If the product is disconnected from the power source while it is on, the
configuration data can be lost or corrupted.
Back up the configuration data and keep the backup for recovery purposes
7.3.1Basic settings
Setting the date and time
Tap Settings in the main menu
Tap General
Tap Date and time
The set values are displayed in the following format: Year,
month, day, hour, minute
To set the date and time in the middle line, drag the columns
up or down
Tap Set to confirm
Select the desired format in the Date format list:
MM-DD-YYYY: Display as month, day, year
DD-MM-YYYY: Display as day, month, year
YYYY-MM-DD: Display as year, month, day
The procedure varies depending on the interface type of the connected encoder:
Encoders with EnDat interface:
The encoder applies the parameters automatically
Further information: "Configuring axes for encoders with EnDat interface",
Page 81
Encoders with 1 VPP or 11 µAPP or TTL interface:
The parameters must be configured manually
For the parameters of HEIDENHAIN encoders that are typically connected to the
product, refer to the overview of typical encoders.
Further information: "Overview of typical encoders", Page 88
Configuring axes for encoders with EnDat interface
If the corresponding encoder input has already been assigned to an axis, a
connected encoder with EnDat interface is automatically detected upon restart,
and the settings are adapted. Alternatively, you can assign the encoder input after
you have connected the encoder.
Requirement: An encoder with EnDat interface is connected to the product.
7
The configuration procedure is the same for each axis. The following
section describes only the configuration of the X axis.
If applicable, select the name of the axis in the Axis name
drop-down list
Tap Encoder
Specify the connection for the corresponding encoder in the
Encoder input drop-down list:
X1
X2
X3
The available encoder information is transmitted to the
product
The settings are updated
For encoders with an EnDat 2.2 interface: If the
corresponding encoder input has already been
assigned to an axis in the device settings, then the
encoder is automatically detected upon restart, and
the settings are adapted. Alternatively, you can assign
the encoder input after you have connected the
encoder.
Select the type of encoder in the Encoder model drop-down
list:
Linear encoder
Angle encoder
Angle encoder as linear encoder
If Angle encoder as linear encoder is selected, enter the
Mechanical ratio
Tap Reference point displacement
Use the ON/OFF slide switch to activate or deactivate
Reference point displacement (calculation of the offset
between the reference mark and the machine zero point)
If activated, enter the offset value for Reference point
displacement
Confirm the entry with RET
As an alternative, you can tap Apply in Current position forreference point shift in order to apply the current position
as the offset value
To switch to the previous display, tap Back
To view the electronic ID label of the encoder, tap
Identification label
In order to see the results of the encoder diagnosis, tap
The product uses the reference marks to reference the machine table to the
machine, for example. If the reference mark search has been activated, a wizard
appears on startup of the product and asks the user to move the axes for the
reference mark search.
Requirement: The installed encoders have reference marks that have been
configured in the axis parameters.
The reference mark search does not need to be performed for serial
encoders with EnDat interface, because the axes are automatically
homed.
The automatic reference mark search on startup of the product can be
canceled depending on the configuration.
Further information: "Reference marks (Encoder)", Page 182
7
Tap Settings in the main menu
Tap Axes
Open in the sequence
General settings
Reference marks
Use the ON/OFF sliding switch to activate Reference mark
search after unit start
The reference marks must be traversed every time the
product is started
The functions of the product will only be available after the
reference mark search has been completed
The Reference symbol stops blinking upon successful
completion of the reference mark search
Further information: "Operating elements of the position
Use the ON/OFF sliding switch to activate or deactivate
Inversion of reference mark pulses
Tap Reference point displacement
Use the ON/OFF slide switch to activate or deactivate
Reference point displacement (calculation of the offset
between the reference mark and the machine zero point)
If activated, enter the offset value for Reference point
displacement
Confirm the entry with RET
As an alternative, you can tap Apply in Current position forreference point shift in order to apply the current position
as the offset value
In order to switch to the previous display, tap Back twice
In the Analog filter frequency drop-down list, select
the frequency of the low-pass filter for suppressing highfrequency interference signals:
33 kHz: Interference frequencies above 33 kHz
400 kHz: Interference frequencies above 400 kHz
Use the ON/OFF sliding switch to activate or deactivate the
Terminating resistor
7
The terminating resistor is automatically deactivated
for incremental signals of the current signal type
(11 μAPP)
Select the type of error monitoring in the Error monitor
drop-down list:
Off: Error monitoring not active
Amplitude: Error monitoring of signal amplitude
Frequency: Error monitoring of signal frequency
Frequency & amplitude: Error monitoring of signal
amplitude and signal frequency
Select the desired counting direction in the Counting
direction drop-down list:
Positive: The direction of traverse is in the counting
direction of the encoder
Negative: The direction of traverse is opposite to the
If the linear encoder has coded reference marks, enter
the Maximum traverse path (see " Linear encoders",
Page 88)
If the angle encoder has coded reference marks, enter the
parameter for the Nominal increment (see "Angle encoders",
Page 90)
Confirm the entry with RET
Use the ON/OFF sliding switch to activate or deactivate
Inversion of reference mark pulses
Tap Reference point displacement
Use the ON/OFF slide switch to activate or deactivate
Reference point displacement (calculation of the offset
between the reference mark and the machine zero point)
If activated, enter the offset value for Reference point
displacement
Confirm the entry with RET
As an alternative, you can tap Apply in Current position forreference point shift in order to apply the current position
as the offset value
In order to switch to the previous display, tap Back twice
Use the ON/OFF sliding switch to activate or deactivate the
Terminating resistor
Select the type of error monitoring in the Error monitor
drop-down list:
Off: Error monitoring not active
Frequency: Error monitoring of signal frequency
Select the desired counting direction in the Counting
direction drop-down list:
Positive: The direction of traverse is in the counting
direction of the encoder
Negative: The direction of traverse is opposite to the
Reference markNominal
outputs signals per
revolution
RON 225TTLx218000One-
RON 2851 V
RON 285C1 V
RON 7851 V
RON 785C1 V
RON 7861 V
RON 786C1 V
PP
PP
PP
PP
PP
PP
18000One-
18000Coded20°
18000One-
18000Coded20°
18000One-
18000Coded20°
ROD 220TTLx218000One-
ROD 2801 V
ROD 280C1 V
PP
PP
18000One-
18000Coded20°
The formulae below enable you to calculate the nominal increment of
the distance-coded reference marks with angle encoders:
Nominal increment = 360° number of reference marks × 2
Nominal increment = (360° × nominal increment in signal periods) line
count
increment
Performing error compensation
Mechanical influences such as guideway error, tilting in the end positions,
mounting surface tolerances, or poor mounting (Abbe error) can cause measuring
errors. With error compensation, the unit can automatically compensate for
systematic measuring errors during measuring point acquisition. Through the
comparison of nominal and actual values, one or more compensation factors can
be defined and applied during subsequent measurements.
A distinction is made between the following methods:
Configuring error compensation for individual axes
Linear error compensation (LEC): The compensation factor is calculated based
on the specified length of a calibration standard (nominal length) and the actual
distance traversed (actual length). The compensation factor is applied linearly to
the entire measuring range.
Segmented linear error compensation (SLEC): The axis is divided into multiple
segments with the help of a maximum of 200 supporting points. A distinct
compensation factor is defined and applied for every segment.
Nonlinear error compensation (NLEC): By means of a maximum of a 99
supporting points, the measuring range is divided into a grid with multiple
subareas. For every subarea, a distinct compensation factor is determined and
applied.
Squareness error compensation: The compensation factor is determined by
comparing the nominal angle of the spatial axes with the measurement result.
The compensation factor is applied to the entire measuring range.
Subsequent modifications to the encoder settings can result in measuring
errors
If encoder settings such as the encoder input, encoder model, signal period, or
reference marks are changed, previously determined compensation factors may
no longer apply.
7
NOTICE
If the encoder settings are changed, reconfigure the error compensation
For all methods, the actual error curve must be exactly measured (e.g.,
with the help of a comparator measuring device or calibration standard).
Linear error compensation and segmented linear error compensation
cannot be combined with each other.
Configuring linear error compensation (LEC)
With linear error compensation (LEC) the product applies a compensation factor
that is calculated from the specified length of a reference standard (nominal
length) and the actual traverse path (actual length). The compensation factor is
applied to the complete measuring range.
Tap Settings in the main menu
Tap Axes
Select the axis
Open in the sequence
Error compensation
Linear error compensation (LEC)
Enter the length of the reference standard (nominal length)
Confirm the entry with RET
Enter the length of the actual traverse path determined by
measure (actual length)
Confirm the entry with RET
Activate Compensation with the ON/OFF sliding switch
Further information: "Linear error compensation (LEC)", Page 183
Configuring segmented linear error compensation (SLEC)
For a segmented linear error compensation (SLEC), you divide the axis into short
segments by defining up to 200 supporting points. The deviations between the
actual distance traversed and the segment length in the individual segments
determine the compensation values that compensate the mechanical influences
acting on the axis.
Tap Settings in the main menu
Tap Axes
Select the axis
Open in the sequence
Error compensation
Segmented linear error compensation (SLEC)
Deactivate Compensation with the ON/OFF sliding switch
Tap Create table of supporting points
Tap + or – to set the desired Number of supporting points
(max. 200)
Enter the desired Spacing of the supporting points
Confirm the entry with RET
Enter the Start point
Confirm the entry with RET
Tap Create to create the table of supporting points
The table of supporting points is created
The table lists the supporting point positions (P) and the
compensation values (D) of the individual segments
Enter the compensation value (D) "0.0" for supporting point 0
Confirm the entry with RET
Enter the measured compensation value into the
compensation value (D) input field for each supporting point
created
Confirm the entry with RET
To switch to the previous display, tap Back twice
Activate Compensation with the ON/OFF sliding switch
The error compensation for the axis is applied
92
Further information: "Segmented linear error compensation (SLEC)", Page 184
For Nonlinear error compensation (NLEC) the measuring range is divided into a
grid by defining up to 99 supporting points. For each of the identically-sized surface
segments a specific compensation factor is determined by comparing nominal and
actual values (the measured values).
The following options are available for measuring the nominal and actual values of
the supporting points:
Create the table of supporting points manually and enter actual values
Create the table of supporting points manually and determine actual values in a
teach sequence
Read deviations of the calibration standard and enter actual values, determine
these in a teach sequence or import the values (.txt)
Import formats:
.txt format: contains actual values of the supporting points
Extended .txt format: contains deviations of the theoretical nominal value
Import a table of supporting points with nominal and actual values (.xml)
Import format
.xml format: corresponds to the standard export format of the product
If you read the deviations of a calibration standard or import a table of
supporting points and the number or distances of the supporting points
are different from the existing table of supporting points, a new table of
supporting points is generated. The original table of supporting points is
overwritten.
Tap Settings in the main menu
Open in the sequence
Axes
General settings
Error compensation
Nonlinear error compensation (NLEC)
Deactivate Compensation with the ON/OFF sliding switch
Enter the Number of supporting points for each axis
Enter the Spacing of the supporting points for each axis
To import existing calibration data, tap Read deviations of
calibration standard
Further information: "Measuring calibration data in .acf
format", Page 95
Navigate to the desired folder
Tap the desired file (.acf)
Tap Select
The calibration data of the calibration standard are read
To import a table of supporting points, tap Import table of
supporting points
Further information: "Measuring the table of supporting
points in .txt format", Page 96
Navigate to the desired folder
Tap the desired file (.xml or .txt)
Tap Select
The table of supporting points is imported
To manually adjust the table of supporting points, tap Table
of supporting points
Adjust the actual values of the axes
The start the teach sequence, tap Start
The teach sequence is started and the wizard is displayed in
the Measure menu
Follow the instructions of the wizard
Values measured in the teach sequence are adopted as
actual values in the table of supporting points
After the teach sequence is complete, the Measure menu
continues to be displayed
Recall the Nonlinear error compensation (NLEC) menu
Activate Compensation with the ON/OFF sliding switch
The error compensation is applied from the next
measurement
7
Further information: "Nonlinear error compensation (NLEC)", Page 176
Measuring calibration data in .acf format
The manufacturer of the calibration standard usually provides you with the
calibration data and specifications about the deviations. To read the calibration data
into the product you must measure these in .acf format.
Open a new file in the text editor of your computer
Save the file under a unique name and the file extension *.acf
Measure the calibration data with tab stops separated according to the
following schema
Schema of the calibration data in .acf format
Unit of measureDirectional axis
Spacing of supporting points on the X
axis
Number of supporting points on the X
axis
X value of the first supporting pointY value of the first supporting point
X value of the second supporting pointY value of the second supporting point
......
X value of the last supporting pointY value of the last supporting point
The example shows a grid with 5 x 5 supporting points with spacing of 25 mm on
the X axis and 20 mm on the Y axis, oriented on the X axis.
Figure 18: Example of calibration data in .acf format
Measuring the table of supporting points in .txt format
You can generate the import file for the table of supporting points in .txt format:
Open a new file in the text editor of your computer
Save the file under a unique name and the file extension *.txt
Measure the data with tab stops separated according to the following schema
Data schema in .txt format
The .txt file contains the actual values of the supporting points (in X and Y) and
must be constructed according to the following schema:
Unit of measureDirectional axis
Spacing of supporting points on the X
axis
Number of supporting points on the X
axis
X value of the first supporting pointY value of the first supporting point
X value of the second supporting pointY value of the second supporting point
......
X value of the last supporting pointY value of the last supporting point
The .txt file contains the deviations of the supporting points (in X and Y) from their
nominal values and must be constructed according to the following schema:
NLEC Data File (required text)
0.91 (required text)
// Serial Number = xx-xxxx-xxxx-xxxx (comment, optional)
mm (unit of measure)
ON (required text)
Number of Grid Points (x, y): (required text)
x
(number of supporting points on the X
axis)
Grid Block Size (x, y): (required text)
x.x
(spacing of supporting points on the Y
axis)
Offset: (required text)
00
Station (x1, y1) (required text)
x.xxxx
(deviation of the first supporting point
on the X axis)
Station (x2, y1) (required text)
x.xxxx
(deviation of the second supporting
point on the X axis)
......
x
(number of supporting points on the Y
axis)
x.x
(spacing of supporting points on the X
axis)
x.xxxx
(deviation of the first supporting point
on the Y axis)
x.xxxx
(deviation of the second supporting
point on the Y axis)
Squareness error compensation (SEC) enables angular errors to be compensated
during measuring point acquisition. The compensation factor is determined
by comparing the deviation of the nominal angle of the spatial axes with the
actual measurement result. The compensation factor is applied to the complete
measuring range.
Tap Settings in the main menu
Open in the sequence
Axes
General settings
Error compensation
Squareness error compensation (SEC)
The measured values (M) and nominal values (S) of the three
spatial axes are displayed
Enter the measured values of the reference standard
(= nominal values)
Squareness error compensation is applied from the next
measurement
Further information: "Squareness error compensation (SEC)", Page 176
7.3.3Configuring a touch probe
You can use a touch probe to probe points on a workpiece. The stylus of the touch
probe can be additionally fitted with a ruby ball tip. In order to use a touch probe,
you need to configure the relevant parameters.
Tap Settings in the main menu
Tap Sensors
Tap Touch probe
Use the ON/OFF sliding switch to activate or deactivate the
touch probe
Enter the length difference of the touch probe in the Length
input field
Confirm the entry with RET
Enter the stylus diameter of the touch probe in the Diameter
input field
Confirm the entry with RET
Use the touch-probe triggered output of measured values to
automatically send the measured values to a computer when the stylus
is deflected.
Further information: "Configuring the measured value output",