HEIDENHAIN GAGE-CHEK 2000 Operating Instructions Manual

GAGE-CHEK 2000

Operating Instructions
Evaluation Unit
English (en) 12/2018

Contents

Contents
2 Safety...............................................................................................................................................21
3 Transport and storage....................................................................................................................27
4 Mounting......................................................................................................................................... 33
5 Installation.......................................................................................................................................39
6 Basic operation...............................................................................................................................51
7 Commissioning............................................................................................................................... 73
9 Measuring......................................................................................................................................137
10 File management..........................................................................................................................147
12 Service and maintenance............................................................................................................191
13 What to do if ............................................................................................................................... 199
14 Removal and disposal..................................................................................................................205
15 Specifications................................................................................................................................207
17 List of figures................................................................................................................................215
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Contents
1.1 Overview............................................................................................................................................... 12
1.2 Information on the product................................................................................................................ 12
1.3 Demo software for the product..........................................................................................................12
1.4 Documentation on the product..........................................................................................................13
1.4.1 Validity of the documentation..................................................................................................13
1.4.2 Notes on reading the documentation......................................................................................14
1.4.3 Storage and distribution of the documentation.......................................................................15
1.5 About these instructions.....................................................................................................................15
1.5.1 Document category................................................................................................................. 15
1.5.2 Target groups for the instructions........................................................................................... 15
1.5.3 Target groups according to user types....................................................................................16
1.5.4 Contents of the chapters.........................................................................................................16
1.5.5 Notes in this documentation................................................................................................... 18
1.5.6 Symbols and fonts used for marking text............................................................................... 19
2 Safety...............................................................................................................................................21
2.1 Overview............................................................................................................................................... 22
2.2 General safety precautions................................................................................................................. 22
2.3 Intended use......................................................................................................................................... 22
2.4 Improper use........................................................................................................................................ 23
2.5 Personnel qualification........................................................................................................................ 23
2.6 Obligations of the operating company..............................................................................................24
2.7 General safety precautions................................................................................................................. 24
2.7.1 Symbols on the product.......................................................................................................... 24
2.7.2 Electrical safety precautions....................................................................................................25
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Contents
3 Transport and storage....................................................................................................................27
3.1 Overview............................................................................................................................................... 28
3.2 Unpacking............................................................................................................................................. 28
3.3 Items supplied and accessories..........................................................................................................28
3.3.1 Items supplied......................................................................................................................... 28
3.3.2 Accessories..............................................................................................................................29
3.4 In case of damage in transit...............................................................................................................31
3.5 Repackaging and storage....................................................................................................................32
3.5.1 Repackaging the product.........................................................................................................32
3.5.2 Storage of the product............................................................................................................ 32
4 Mounting......................................................................................................................................... 33
4.1 Overview............................................................................................................................................... 34
4.2 Assembly of the product.................................................................................................................... 34
4.2.1 Mounting on Multi-Pos stand.................................................................................................. 36
4.2.2 Mounting on Multi-Pos holder.................................................................................................37
5 Installation.......................................................................................................................................39
5.1 Overview............................................................................................................................................... 40
5.2 General information............................................................................................................................. 40
5.3 Product overview................................................................................................................................. 41
5.4 Connecting encoders........................................................................................................................... 43
5.5 Connecting touch probes.................................................................................................................... 44
5.6 Wiring switching inputs and outputs................................................................................................ 45
5.7 Connecting a printer............................................................................................................................47
5.8 Connecting input devices....................................................................................................................48
5.9 Connecting a network peripheral.......................................................................................................48
5.10 Connecting the line voltage................................................................................................................49
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6 Basic operation...............................................................................................................................51
6.1 Overview............................................................................................................................................... 52
6.2 Using the touchscreen and input devices......................................................................................... 52
6.2.1 Touchscreen and input devices............................................................................................... 52
6.2.2 Gestures and mouse actions...................................................................................................52
6.3 General operating elements and functions.......................................................................................54
6.4 GAGE-CHEK 2000 – switch-on and switch-off.................................................................................. 56
6.4.1 Switching on GAGE-CHEK 2000..............................................................................................56
6.4.2 Activating and deactivating the energy saving mode..............................................................56
6.4.3 Switching off GAGE-CHEK 2000...............................................................................................57
6.5 User login and logout......................................................................................................................... 57
6.5.1 User login.................................................................................................................................58
6.5.2 User logout.............................................................................................................................. 58
6.6 Setting the language........................................................................................................................... 59
6.7 Performing the reference mark search after startup........................................................................ 59
6.8 User interface....................................................................................................................................... 60
6.8.1 User interface after switch-on................................................................................................. 60
6.8.2 Main menu of the user interface............................................................................................ 61
6.8.3 Measure menu.........................................................................................................................62
6.8.4 File management menu...........................................................................................................63
6.8.5 User login menu...................................................................................................................... 64
6.8.6 Settings menu..........................................................................................................................65
6.8.7 Switch-off menu....................................................................................................................... 66
6.9 Position display.................................................................................................................................... 66
6.9.1 Operating elements of the position display............................................................................ 66
6.10 Working in the workspace..................................................................................................................67
6.10.1 Adjusting the display of the workspace.................................................................................. 67
6.11 Using the Inspector............................................................................................................................. 68
6.11.1 Operating elements of the Inspector...................................................................................... 68
6.11.2 Function elements................................................................................................................... 68
6.11.3 Adjusting settings in the quick access menu..........................................................................69
6.12 Messages and audio feedback............................................................................................................70
6.12.1 Messages.................................................................................................................................70
6.12.2 Wizard...................................................................................................................................... 71
6.12.3 Audio feedback.........................................................................................................................72
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Contents
7 Commissioning............................................................................................................................... 73
7.1 Overview............................................................................................................................................... 74
7.2 Logging in for commissioning............................................................................................................74
7.2.1 User login.................................................................................................................................74
7.2.2 Performing the reference mark search after startup............................................................... 75
7.2.3 Setting the language................................................................................................................75
7.2.4 Changing the password...........................................................................................................76
7.3 Steps for commissioning.................................................................................................................... 76
7.3.1 Basic settings...........................................................................................................................76
7.3.2 Configuring the axes................................................................................................................81
7.3.3 Configuring a touch probe..................................................................................................... 100
7.4 OEM area............................................................................................................................................ 101
7.4.1 Adding documentation...........................................................................................................101
7.4.2 Adding a startup screen........................................................................................................ 102
7.4.3 Configuring the unit for screenshots.....................................................................................103
7.5 Back up settings.................................................................................................................................104
7.6 Back up user files...............................................................................................................................104
8.1 Overview............................................................................................................................................. 108
8.2 Logging in for setup.......................................................................................................................... 108
8.2.1 User login...............................................................................................................................108
8.2.2 Performing the reference mark search after startup............................................................. 109
8.2.3 Setting the language..............................................................................................................109
8.2.4 Changing the password.........................................................................................................110
8.3 Single steps for setup....................................................................................................................... 110
8.3.1 Basic settings.........................................................................................................................110
8.3.2 Adding function elements......................................................................................................123
8.3.3 Creating a preset table.......................................................................................................... 124
8.3.4 Configuring the MinMax function..........................................................................................126
8.3.5 Configuring the measured value output................................................................................ 127
8.4 Back up settings.................................................................................................................................135
8.5 Back up user files...............................................................................................................................136
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9 Measuring......................................................................................................................................137
9.1 Overview............................................................................................................................................. 138
9.2 Conducting a measurement............................................................................................................. 138
9.2.1 Preparing a measurement..................................................................................................... 138
9.2.2 Selecting a preset..................................................................................................................140
9.2.3 Measuring lengths and angles.............................................................................................. 142
9.2.4 Measuring with a touch probe.............................................................................................. 143
9.2.5 Capturing the minimum, maximum, and range.....................................................................144
9.2.6 Sending measured values to a computer..............................................................................145
10 File management..........................................................................................................................147
10.1 Overview............................................................................................................................................. 148
10.2 File types.............................................................................................................................................149
10.3 Managing folders and files............................................................................................................... 149
10.4 Opening and viewing files................................................................................................................ 152
10.5 Exporting files.................................................................................................................................... 153
10.6 Importing files.................................................................................................................................... 154
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Contents
11.1 Overview............................................................................................................................................. 156
11.1.1 Overview of the Settings menu............................................................................................ 157
11.2 General................................................................................................................................................ 158
11.2.1 Device information.................................................................................................................158
11.2.2 Screen.................................................................................................................................... 158
11.2.3 Display....................................................................................................................................159
11.2.4 Input devices..........................................................................................................................159
11.2.5 Sounds................................................................................................................................... 160
11.2.6 Printers................................................................................................................................... 160
11.2.7 Properties............................................................................................................................... 161
11.2.8 Add printer............................................................................................................................. 161
11.2.9 Remove printer...................................................................................................................... 162
11.2.10 Date and time........................................................................................................................162
11.2.11 Units.......................................................................................................................................163
11.2.12 Copyrights.............................................................................................................................. 164
11.2.13 Service info............................................................................................................................164
11.2.14 Documentation.......................................................................................................................164
11.3 Sensors................................................................................................................................................165
11.3.1 Touch probe............................................................................................................................165
11.4 Interfaces.............................................................................................................................................166
11.4.1 Network..................................................................................................................................166
11.4.2 Network drive........................................................................................................................ 167
11.4.3 USB........................................................................................................................................ 168
11.4.4 RS-232....................................................................................................................................168
11.4.5 Data transfer.......................................................................................................................... 169
11.4.6 Wireless LAN hotspot........................................................................................................... 169
11.4.7 Switching functions................................................................................................................170
11.5 User......................................................................................................................................................171
11.5.1 OEM....................................................................................................................................... 171
11.5.2 Setup...................................................................................................................................... 172
11.5.3 Operator................................................................................................................................. 173
11.5.4 Adding a User........................................................................................................................ 173
11.6 Axes..................................................................................................................................................... 174
11.6.1 Reference marks....................................................................................................................174
11.6.2 Information............................................................................................................................. 175
11.6.3 Error compensation................................................................................................................175
11.6.4 Nonlinear error compensation (NLEC)................................................................................... 176
11.6.5 Squareness error compensation (SEC)..................................................................................176
11.6.6 Axes X, Y .............................................................................................................................. 177
11.6.7 Axis Q.................................................................................................................................... 177
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11.6.8 Encoder.................................................................................................................................. 178
11.6.9 Reference marks (Encoder)....................................................................................................182
11.6.10 Reference point displacement............................................................................................... 183
11.6.11 Linear error compensation (LEC)...........................................................................................183
11.6.12 Segmented linear error compensation (SLEC)...................................................................... 184
11.6.13 Create table of supporting points..........................................................................................184
11.7 Service................................................................................................................................................. 185
11.7.1 Firmware information.............................................................................................................185
11.7.2 Back up and restore.............................................................................................................. 186
11.7.3 Firmware update....................................................................................................................187
11.7.4 Reset......................................................................................................................................187
11.7.5 OEM area...............................................................................................................................188
11.7.6 Documentation.......................................................................................................................188
11.7.7 Software options....................................................................................................................189
12 Service and maintenance............................................................................................................191
12.1 Overview............................................................................................................................................. 192
12.2 Cleaning...............................................................................................................................................192
12.3 Maintenance plan...............................................................................................................................193
12.4 Resuming operation...........................................................................................................................193
12.5 Updating the firmware......................................................................................................................194
12.6 Restore settings................................................................................................................................. 196
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
13.1 Overview............................................................................................................................................. 200
13.2 System or power failure....................................................................................................................200
13.2.1 Restoring the firmware..........................................................................................................200
13.2.2 Restore settings.....................................................................................................................201
13.3 Malfunctions....................................................................................................................................... 201
13.3.1 Troubleshooting...................................................................................................................... 202
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Contents
14 Removal and disposal..................................................................................................................205
14.1 Overview............................................................................................................................................. 206
14.2 Removal...............................................................................................................................................206
14.3 Disposal...............................................................................................................................................206
15 Specifications................................................................................................................................207
15.1 Overview............................................................................................................................................. 208
15.2 Product data....................................................................................................................................... 208
15.3 Product dimensions and mating dimensions................................................................................. 210
15.3.1 Product dimensions with Duo-Pos stand.............................................................................. 211
15.3.2 Product dimensions with Multi-Pos stand.............................................................................211
15.3.3 Product dimensions with Multi-Pos holder............................................................................212
17 List of figures................................................................................................................................215
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1

Fundamentals

1
GAGE-CHEK xxxx
2
3
1
Fundamentals | Overview

1.1 Overview

This chapter contains information about the product and these instructions.

1.2 Information on the product

Product designation ID Firmware version Index
GAGE-CHEK 2000 1089181-xx 1248580.1.0.x ---
The ID label is provided on the back of the product. Example:
1
Product designation
2
Index
3
Part number (ID)

1.3 Demo 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.
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Fundamentals | Documentation on the product

1.4 Documentation on the product

1.4.1 Validity of the documentation

Before using the documentation and the product, you need to verify that the documentation matches the product.
Compare the ID number and the index indicated in the documentation with the corresponding data given on the ID label of the product
Compare the firmware version given in the documentation with the firmware version of the product
Further information: "Device information", Page 158
If the ID numbers and indexes as well as the firmware versions match, the documentation is valid
If the ID numbers and indexes do not match, so that the documentation is not valid, you will find the current documentation for the product at
www.heidenhain.de.
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1
Fundamentals | Documentation on the product

1.4.2 Notes on reading the documentation

WARNING
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.
Documentation Description
Addendum An 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 Instructions The 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 Instructions The 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:
userdoc@heidenhain.de
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Fundamentals | Documentation on the product

1.4.3 Storage 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:
Addendum (if supplied) Installation Instructions Operating Instructions

1.5 About these instructions

These instructions provide all the information and safety precautions needed for the safe operation of the product.
1

1.5.1 Document category

Operating Instructions
These instructions are the Operating Instructions for the product. The Operating Instructions
Are oriented to the product life cycle Contain all information and safety precautions needed for the proper operation
of the product according to its intended use

1.5.2 Target groups for the instructions

These instructions must be read and observed by every person who performs any of the following tasks:
Mounting Installation Commissioning and configuration Operation Service, cleaning and maintenance Troubleshooting Removal and disposal
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1
Fundamentals | About these instructions

1.5.3 Target groups according to user types

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.

1.5.4 Contents 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
Section Contents
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
... correct mounting of the product
... correct installation of the product
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Fundamentals | About these instructions
1
Section Contents
This chapter contains information about…
... the operating elements of the product user
6 "Basic operation"
7 "Commissioning"
8 "Setup"
9 "Measuring"
10 "File management"
11 "Settings"
12 "Service and maintenance"
interface ... the user interface of the product ... basic functions of the product
... commissioning the product
... correct setup of the product
... the performance of a measurement ... the transmission of measured values to a computer
(measured value output)
... the functions of the "File management" menu
... setting options and associated setting parameters for the product
... general maintenance work on the product
Target group
OEM
Setup
Operator
13 "What to do if ..."
14 "Removal and disposal"
15 "Specifications"
16 "Index"
... causes of faults or malfunctions of the product ... corrective actions for faults or malfunctions of the
product
... disassembly and disposal of the product ... environment protection specifications
... the technical data of the product ... product dimensions and mating dimensions
(drawings)
This chapter enables accessing the content of these instructions according to specific topics.
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1
Fundamentals | About these instructions

1.5.5 Notes in this documentation

Safety precautions
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.
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Fundamentals | About these instructions

1.5.6 Symbols and fonts used for marking text

In these instructions the following symbols and fonts are used for marking text:
Depiction Meaning
1
Bold
... ...
... ...
Identifies an action and the result of this action Example:
Tap OK The message is closed
Identifies an item of a list Example:
TTL interface EnDat interface ...
Identifies menus, displays and buttons Example:
Tap Shut down The operating system shuts down Turn the power switch off
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2

Safety

2
Safety | Overview

2.1 Overview

This chapter provides important safety information needed for the proper operation of the unit.

2.2 General 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.

2.3 Intended 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.
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Safety | Improper use

2.4 Improper use

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

2.5 Personnel 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.
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2
Safety | Obligations of the operating company

2.6 Obligations of the operating company

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

2.7 General 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.

2.7.1 Symbols on the product

The following symbols are used to identify the product:
Symbol Meaning
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.
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Safety | General safety precautions

2.7.2 Electrical safety precautions

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
product
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3
Transport and
storage
3
Transport and storage | Overview

3.1 Overview

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

3.2 Unpacking

Open the top lid of the box Remove the packaging materials Unpack the contents Check the delivery for completeness Check the delivery for damage

3.3 Items supplied and accessories

3.3.1 Items supplied

The following items are included in delivery:
Name Description
Addendum (optional) Supplements or supersedes the contents of
the Operating Instructions and, if applicable, of the Installation Instructions.
Operating Instructions PDF issue of the Operating Instructions on
a memory medium in the currently available languages
Product Evaluation Unit GAGE-CHEK 2000
Installation Instructions Printed issue of the Installation Instructions
in the currently available languages
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Transport and storage | Items supplied and accessories

3.3.2 Accessories

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
Name Description ID
GAGE-CHEK 2000 AEI1 software option
GAGE-CHEK 2000 AEI1 Trial software option
Foot switch Foot switch for external
KT 130 edge finder Touch probe for probing
Power cable Power cable with European
RS-232 connecting cable RS-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
Adapter connector 11 µApp
Adapter connector 1 Vpp Conversion of the 1 V
TS 248 touch probe Touch probe for probing
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Conversion of the pin layout from HEIDENHAIN touch probe interface to Renishaw touch probe interface
Conversion of the 11 µA interface from installa-
tion in D-sub connector, 2-row, female, 9-pin to D­sub connector, 2-row, with locking screws, male, 15-pin
interface from installa­tion in D-sub connector, 2-row, male, 15-pin to D­sub connector, 2-row, with locking screws, male, 15-pin
a workpiece (for setting presets), axial cable outlet
PP
PP
1095709-xx
1089213-01
1089214-01
683110-xx
29
3
Transport and storage | Items supplied and accessories
Acces­sories
For mounting
Name Description ID
TS 248 touch probe Touch probe for probing
USB connecting cable USB connecting cable for
2 Vpp adapter connector Pin layout conversion from
Adapter connector for TTL
Cables For information on connect-
Multi-Pos holder Holder for fastening the
a workpiece (for setting presets), radial cable outlet
connector type A to type B
HEIDENHAIN 1 VPP to Mitutoyo-2 V
Conversion of the pin layout from HEIDENHAIN TTL to RSF TTL and Renishaw TTL
ing cables, see "Cables and Connectors for HEIDENHAIN Products" brochure.
device on an arm, contin­uously tiltable within an angle of 90°, fixing hole pattern 50 mm x 50 mm
PP
683112-xx
354770-xx
1089216-01
1089210-01
---
1089230-08
Duo-Pos stand Stand for rigid mounting,
inclination angle 20° or 45°, fixing hole pattern 50 mm x 50 mm
Multi-Pos stand Stand for continuously
variable tilting with a tilting range of 90°, fixing hole pattern 50 mm x 50 mm
1089230-06
1089230-07
30
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
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 designation Interface Conversion
DA-70156 DIGITUS USB serial adapter USB 2.0 Serial

3.4 In 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.
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
31
3
Transport and storage | Repackaging and storage

3.5 Repackaging and storage

Repackage and store the product carefully in accordance with the conditions stated below.

3.5.1 Repackaging 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

3.5.2 Storage 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
32
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
4

Mounting

4
50
50
Mounting | Overview

4.1 Overview

This chapter describes the mounting of the product. It contains instructions about how to correctly mount the product on stands or holders.
The following steps must be performed only by qualified personnel.
Further information: "Personnel qualification", Page 23

4.2 Assembly of the product

General mounting information
The mount for the mounting variants is provided on the rear panel. The mounting hole pattern corresponds to a grid of 50 mm x 50 mm.
34
Figure 1: Dimensions of rear panel of the product
The material for attachment of the mounting variants on the device is included in delivery.
You will also need the following:
Torx T20 screwdriver Torx T25 screwdriver Allen key, size 2.5 (Duo-Pos stand) Material for mounting on supporting surface
The unit must be mounted to a stand or a holder to ensure the correct and intended use of the product.
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Mounting | Assembly of the product

Mounting on Duo-Pos stand

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 stand Figure 3: Cable routing on Duo-Pos stand
Further information: "Product dimensions with Duo-Pos stand", Page 211
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35
4
Mounting | Assembly of the product

4.2.1 Mounting on Multi-Pos stand

Use the provided M4 x 8 ISO 14581 countersunk head screws (black) to fasten the stand to the threaded holes on the rear panel
Comply with the permissible tightening torque of 2.6 Nm
Using two M5 screws, you can also optionally screw the stand to a supporting surface from the bottom
Adjust the desired angle of inclination To fix the stand: Tighten the T25 screw
Comply with the tightening torque for screw T25
Recommended tightening torque: 5.0 Nm Maximum permissible tightening torque: 15.0 Nm
Route the cable from behind through the two supports of the stand and then through the lateral openings to the connections
Figure 4: Product mounted on Multi-Pos stand Figure 5: Cable routing on Multi-Pos stand
Further information: "Product dimensions with Multi-Pos stand", Page 211
36
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Mounting | Assembly of the product

4.2.2 Mounting on Multi-Pos holder

Use the provided M4 x 8 ISO 14581 countersunk head screws (black) to fasten the holder to the threaded holes on the rear panel
Comply with the permissible tightening torque of 2.6 Nm
Mount the holder with the supplied M8 screw, the washers, the handle and the M8 hexagon nut to an arm
Adjust the desired angle of inclination To fix the holder in place: Tighten the T25 screw
Comply with the tightening torque for screw T25
Recommended tightening torque: 5.0 Nm Maximum permissible tightening torque: 15.0 Nm
4
Route the cable from behind through the two supports of the holder and then through the lateral openings to the connections
Figure 6: Product mounted on Multi-Pos holder
Further information: "Product dimensions with Multi-Pos holder", Page 212
Figure 7: Cable routing on Multi-Pos holder
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
37
5

Installation

5
Installation | Overview

5.1 Overview

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

5.2 General 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
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Installation |
Damage to the product due to incorrect wiring!
The incorrect wiring of inputs or outputs can cause damage to the unit or to peripheral devices.
Comply with the pin layouts and specifications of the product Assign only pins or wires that will be used
Further information: "Specifications", Page 207

5.3 Product overview

The connections on the rear panel of the device are protected by dust protection caps from contamination and damage.
5
NOTICE
NOTICE
Contamination or damage may result if the dust protection caps are missing!
If no dust protection caps are fitted to unused connections, this may impair the proper functioning of the contacts or destroy them.
Remove dust protection caps only when connecting measuring devices or peripherals
If you remove a measuring device or peripheral, re-attach the dust protection cap to the connection
The type of connections for encoders may vary depending on the product version.
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
41
5
AC 100 V ... 240 V
50 Hz ... 60 Hz
(max. 38 W)
HEIDENHAIN
X113
X3
X2
X1
X116
X10 0
X32
4
5
6
7
89
10
Installation | Product overview
Rear panel without dust protection caps
Figure 8: Rear panel on devices with ID 1089181-01
Connections:
5 D-sub connections for encoders, one input enabled by default, another two inputs can
be enabled optionally
X1 to X3: device variant with 15-pin D-sub connections for encoders with 1 VPP,
11 μAPP or EnDat 2.2 interface
X21 to X23: Device variant with 9-pin D-sub connections for encoders with a
TTL interface
X1, X2, X21: Device variant with two 15-pin D-sub connections for encoders with
1 VPP interface and one 9-pin D-sub connection for encoders with TTL interface
7 X32: USB 2.0 Hi-speed connection (type A) for printers, input devices or USB mass
storage
10 Speaker 8 Functional ground connection as per IEC/EN 60204-1 6 X116: RJ45 Ethernet connection for communication and data exchange with subse-
quent systems or PC
4 X113: 15-pin D sub connection for touch probes (e.g., HEIDENHAIN touch probe) 9 X100: Power switch and power connection
42
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Installation | Connecting encoders

5.4 Connecting encoders

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
5
Pin layout of X1, X2, X3
1 VPP, 11 µAPP, EnDat 2.2
1 2 3 4 5 6 7 8
1 V
PP
11 μA
A+ B+ / / R– /
I
PP
1+
0 V
EnDat /
9 10 11 12 13 14 15
1 V
PP
A– B- / R+ /
Sense
0 V
11 μA
PP
I
1-
EnDat /
Pin layout of X21, X22, X23
U
P
I
2+
/ I
Inter-
0+
/
nal
/
DATA
shield
/ CLOCK
Sense
U
I
2-
/
P
/ I
DATA / CLOCK
0+
/
TTL
1 2 3 4 5 6 7 8 9
/ U
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
a1
U
a1
U
a2
U
a2
0 V U
p
U
a0
U
a0
43
5
Din 0...3
X113
GND
DC 5 V
Dout 0
GND
X113
DC 5 V
TTL
TP
X113
GND
DC 5 V
Installation | Connecting touch probes

5.5 Connecting touch probes

The following touch probes can be connected to the unit:
HEIDENHAIN TS 248 touch probe HEIDENHAIN KT 130 edge finder Renishaw touch trigger probe
Further information: "Items supplied and accessories", Page 28
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 touch probe firmly
Further information: "Product overview", Page 41
If the cable connectors include mounting screws, do not overtighten them
Pin layout of X 113
1 2 3 4 5 6 7 8
LED+ B 5 V B 12 V Dout 0 DC 12 V DC 5 V Din 0 GND
9 10 11 12 13 14 15
Din 1 Din 2 TP GND TP Din 3 LED–
B – Probe signals, readiness TP – Touch Probe, normally closed
Digital inputs: Digital outputs:
44
Touch probe:
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Installation | Wiring switching inputs and outputs

5.6 Wiring 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.
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
45
5
Din 0...3
X113
GND
DC 5 V
Dout 0
GND
X113
DC 5 V
TTL
TP
X113
GND
DC 5 V
Installation | Wiring switching inputs and outputs
Pin layout of X 113
1 2 3 4 5 6 7 8
LED+ B 5 V B 12 V Dout 0 DC 12 V DC 5 V Din 0 GND
9 10 11 12 13 14 15
Din 1 Din 2 TP GND TP Din 3 LED–
B – Probe signals, readiness TP – Touch Probe, normally closed
Digital inputs: Digital outputs:
Touch probe:
46
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Installation | Connecting a printer
4
3 2 1
1 2 3 4 5 6 7 8

5.7 Connecting a printer

Connecting a USB printer
Comply with the pin layout Remove and save the dust protection cap Route the cables based on the mounting variant
Further information: "Assembly of the product", Page 34
Connect USB printer to USB Type-A port (X32). Make sure the USB cable connector is fully inserted
Further information: "Product overview", Page 41
Pin layout X32
5
1 2 3 4
DC 5 V Data (–) Data (+) GND
Connecting an Ethernet printer
Comply with the pin layout Remove and save the dust protection cap Route the cables based on the mounting variant
Further information: "Assembly of the product", Page 34
Connect the Ethernet printer to the Ethernet port X116 using a standard CAT.5 cable. The cable connector must firmly engage in the port
Further information: "Product overview", Page 41
Pin layout of X116
1 2 3 4 5 6 7 8
D1+
(TX+)
D1-
(TX-)
D2+
(RX+)
D3+ D3– D2–
(RX–)
D4+ D4–
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
47
5
4
3 2 1
1 2 3 4 5 6 7 8
Installation | Connecting input devices

5.8 Connecting input devices

Comply with the pin layout Remove and save the dust protection cap Route the cables based on the mounting variant
Further information: "Assembly of the product", Page 34
Connect USB mouse or USB keyboard to USB Type-A port (X32). Make sure the USB cable connector is fully inserted
Further information: "Product overview", Page 41
Pin layout X32
1 2 3 4
DC 5 V Data (–) Data (+) GND

5.9 Connecting a network peripheral

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 network peripheral to Ethernet port X116 using a standard CAT.5 cable. The cable connector must firmly engage in the port
Further information: "Product overview", Page 41
Pin layout of X116
1 2 3 4 5 6 7 8
D1+
(TX+)
D1-
(TX-)
D2+
(RX+)
D3+ D3– D2–
D4+ D4–
(RX–)
48
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Installation | Connecting the line voltage

5.10 Connecting the line voltage

WARNING
Risk of electric shock!
Improper grounding of electrical devices may result in serious personal injury or death by electric shock.
Always use 3-wire power cables Make sure the ground wire is correctly connected to the ground of the
building's electrical installations
WARNING
Fire hazard due to wrong power cable!
5
Use of a power cable that does not meet the requirements of the mounting location may cause a fire hazard.
Use only a power cable that meets at least the national requirements of the respective country in which the product is mounted
Comply with the pin layout Connect the power connection to a 3-wire grounded power outlet using a
power cable that meets requirements
Further information: "Product overview", Page 41
Pin layout X100
1 2 3
L/N N/L
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
49
6

Basic operation

6
Basic operation | Overview

6.1 Overview

This chapter describes the user interface, operating elements, and basic functions of the unit.

6.2 Using the touchscreen and input devices

6.2.1 Touchscreen 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

6.2.2 Gestures 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:
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
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
The actions initiated by dragging include
Scrolling through lists and texts
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53
6
Basic operation | General operating elements and functions

6.3 General 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
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Basic operation | General operating elements and functions
Slide switch
With the sliding switch, you can activate or deactivate a function.
Drag the sliding switch to the desired position or tap the sliding switch
The function is activated or deactivated
Slider
Use the slider (horizontal or vertical) to continuously adjust values.
Drag the slider to the desired position The selected value is displayed graphically or in percent
Drop-down list
Buttons that open drop-down lists are indicated by a triangle pointing down.
Tap the button The drop-down list opens The active entry is highlighted in green Tap the desired entry The selected entry is applied
6
Undo
With this button, you can undo the last action. Processes that have already been concluded cannot be undone.
Tap Undo The last action is undone
Add
To add a feature, tap Add The new feature is added
Close
Tap Close to close a dialog
Confirm
Tap Confirm to conclude an activity
Back
Tap Back to return to the higher level in the menu structure
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55
6
Basic operation | GAGE-CHEK 2000 – switch-on and switch-off

6.4 GAGE-CHEK 2000 – switch-on and switch-off

6.4.1 Switching 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

6.4.2 Activating 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
displayed
56
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Basic operation | GAGE-CHEK 2000 – switch-on and switch-off

6.4.3 Switching 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

6.5 User 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.
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57
6
Basic operation | User login and logout

6.5.1 User login

Tap User login in the main menu Select the user in the drop-down list Tap the Password input field Enter the user's password
User Default password Target group

6.5.2 User logout

OEM
Setup
Operator
If the password does not match the default password, ask a Setup user or OEM user for the assigned password.
If the password is no longer known, contact a HEIDENHAIN service agency.
Confirm entry with RET
Tap Log in
The user is logged in and the Measure menu is displayed
Tap User login in the main menu
oem Commissioner,
machine tool builder
setup Setup engineer,
system configurer
operator Operator
58
Tap Log out The user is logged out All functions of the main menu are inactive, except for Switch
off
The product can only be used again after a user has logged in
HEIDENHAIN | GAGE-CHEK 2000 | Operating Instructions | 12/2018
Basic operation | Setting the language

6.6 Setting 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
6

6.7 Performing 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
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6
Basic operation | User interface

6.8 User interface

6.8.1 User interface after switch-on

Factory default user interface
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.
Further information: "User login menu", Page 64
60
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Basic operation | User interface
1
2
3

6.8.2 Main menu of the user interface

User interface
6
Figure 11: User interface
1
Message display area, which displays the time and the number of unclosed messages
2
Main menu with operating elements
Operating elements of the main menu
The main menu is displayed regardless of the activated software options.
Operating element
Function
Message
Display of an overview of all messages as well as the number of messages that have not been closed
Further information: "Messages", Page 70
Measure
Positioning and measurement of minimum, maximum, and range
Further information: "Measure menu", Page 62
File management
Management of the files that are available on the product
Further information: "File management menu",
Page 63
User login
Login and logout of the user
Further information: "User login menu", Page 64
Settings
Settings of the unit, such as setting up users, configuring sensors, and updating the firmware
Further information: "Settings menu ", Page 65
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6
1
2
Basic operation | User interface
Operating element

6.8.3 Measure menu

Activation
Short description
Function
Switch-off
Shutdown of the operating system or activation of energy­saving mode
Further information: "Switch-off menu", Page 66
Tap Measure in the main menu The user interface for measuring and positioning appears
Figure 12: Measure menu
1
The workspace shows the current position of the measuring plate
2
The Inspector contains the quick access menu and the function elements
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1
2

6.8.4 File management menu

Activation
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.
Further information: "File management", Page 147
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6
1
2
Basic operation | User interface

6.8.5 User login menu

Activation
Tap User login in the main menu The user interface for user login and logout is displayed
Short description
Figure 14: User login menu
1
Display of the logged-in user
2
User login
The User login menu shows the logged-in user in the column on the left. The login of a new user is displayed in the right-hand column.
To log in another user, the logged-in user must first log out.
Further information: "User login and logout", Page 57
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1 2

6.8.6 Settings menu

Activation
Tap Settings in the main menu The user interface for the product settings is displayed
Short description
6
Figure 15: Settings menu
1
List of setting options
2
List of setting parameters
The Settings menu shows all options for configuring the product. With the setting parameters, you can adapt the product to on-site requirements.
Further information: "Settings", Page 155
The product provides various authorization levels that grant the user full or restricted access to management and operation functionality.
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X
R
R
Basic operation | User interface

6.8.7 Switch-off menu

Activation
Tap Switch off in the main menu The operating elements for shutting down the operating
system, for activating the energy-saving mode and for activating the cleaning mode are displayed
Short description
The Switch off menu provides the following options:
Operating element
Further information: "GAGE-CHEK 2000 – switch-on and switch-off", Page 56 Further information: "Cleaning the screen", Page 192
Function
Shut down
Shuts down the operating system
Energy saving mode
Switches the screen off and puts the operating system into energy-saving mode
Cleaning mode
Switches the screen off; the operating system continues unchanged

6.9 Position display

The unit’s position display shows the axis positions and additional information about the configured axes (if applicable).

6.9.1 Operating elements of the position display

Symbol Meaning
Axis key
Axis key functions:
Tapping the axis key: Opens the input field for position value Holding down the axis key: sets the current position as zero
point
Reference mark search performed successfully
Reference mark search not performed or no reference mark detected
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Basic operation | Working in the workspace
Symbol Meaning
Minimum: Lowest measured value (if the MinMax function is active)
Maximum: Highest measured value (if the MinMax function is active)
Range: Difference between the maximum and minimum (if the MinMax function is active)

6.10 Working in the workspace

The workspace is only available in the Measure menu.
6
Activation
Tap Measure in the main menu The user interface for measuring and positioning appears

6.10.1 Adjusting the display of the workspace

In the Measure menu, you can enlarge the workspace by hiding the main menu or the Inspector.
Hiding and showing the main menu
Tap the tab The main menu is hidden The arrow changes direction To show the main menu, tap the tab again
Hiding or displaying the Inspector
Tap the tab The Inspector is hidden The arrow changes direction To display the Inspector, tap the tab
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Basic operation | Using the Inspector

6.11 Using the Inspector

The Inspector is only available in the Measure menu.
Activation
Tap Measure in the main menu The user interface for measuring and positioning appears

6.11.1 Operating elements of the Inspector

The Inspector contains the following areas and operating elements:
Operating element
Short description
Quick access menu
The quick access menu displays the current settings:
Further information: "Adjusting settings in the quick
access menu", Page 69

6.11.2 Function elements

Function elements are operating elements that you can add to the Inspector and configure individually.
The following function elements are available:
Function element Short description
Presets
Display of the current preset; tapping opens the preset table
Further information: "Activating the preset", Page 140
Unit for linear values (Millimeters or Inch) Unit for angular values (Radian, Decimal degrees, or
Deg-Min-Sec) To adjust the settings of the quick access menu, tap the
quick access menu
68
Calculator
Tapping opens a calculator with basic mathematical functions, the last result is shown in the calculator and the Inspector
Reference mark search (REF)
Tapping starts the reference mark search
MinMax
Captures the minimum, maximum, and range; tapping starts the capture of measured values according to the configuration
Further information: "Capturing the minimum, maximum,
and range", Page 144
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Function element Short description
Manual output of measured values
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

6.11.3 Adjusting 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
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1
2
3
Basic operation | Messages and audio feedback

6.12 Messages and audio feedback

6.12.1 Messages

Figure 16: Display of messages in the workspace
1
Message display area, which displays the time and the number of unclosed messages
2
Message list
The messages that appear at the top of the workspace are triggered by, for example, operator errors or uncompleted processes.
The messages are displayed upon occurrence of the message cause or when you tap the Messages display area at the top left of the screen.
Viewing messages
Tap Messages The message list opens
Resizing the display area
To resize the message display area, drag the handle up or down
To close the display area, drag the handle up out of the screen
The number of unclosed messages is indicated in Messages
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Closing messages
Depending on the content of the messages, you can close messages by means of the following operating elements:
To close an informational message, tap Close The message disappears
or
To close a message that potentially has an effect on the application, tap OK
If applicable, the message will now be taken into account by the application
The message disappears

6.12.2 Wizard

6
Figure 17: Display of messages in the wizards
1
Wizard (example)
The wizard assists you in performing work steps or teach-in processes, and in executing programs.
You can move the wizard in the workspace . The following operating elements provided by the wizard depend on the work step
or process:
To return to the last work step or repeat the process, tap
Undo
To confirm the displayed work step, tap Confirm The wizard proceeds to the next step or concludes the
process
Tap Close to close the wizard
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Basic operation | Messages and audio feedback

6.12.3 Audio feedback

The product can provide audio feedback to indicate user actions, completed processes or malfunctions.
The available sounds are grouped into categories. The sounds differ within a category.
You can define the audio feedback settings in the Settings menu.
Further information: "Sounds", Page 160
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Commissioning

7
Commissioning | Overview

7.1 Overview

This chapter contains all the information necessary for commissioning the product.
During commissioning, the machine manufacturer's commissioning engineer (OEM) configures the product for use on the specific measuring machine.
The settings can be reset to the factory defaults.
Further information: "Reset", Page 187
Make sure that you have read and understood the "Basic operation" chapter before carrying out the actions described below.
Further information: "Basic operation", Page 51
The following steps must be performed only by qualified personnel.
Further information: "Personnel qualification", Page 23

7.2 Logging in for commissioning

7.2.1 User login

To commission the product, the OEM user must log in.
Tap User login in the main menu If required, log out the user who is currently logged in Select the OEM user
Tap the Password input field Enter the password "oem"
If the password does not match the default password, ask a Setup user or OEM user for the assigned password.
If the password is no longer known, contact a HEIDENHAIN service agency.
Confirm the entry with RET
Tap Log in The user is logged in The product opens the Measure menu
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7.2.2 Performing 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

7.2.3 Setting 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
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Commissioning | Logging in for commissioning

7.2.4 Changing the password

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

7.3 Steps 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

7.3.1 Basic 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
76
Further information: "Date and time", Page 162
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Setting the units of measure
You can set various parameters to define the units of measure, rounding methods and decimal places.
Tap Settings in the main menu
Tap General
Tap Units To set a unit of measure, tap the corresponding drop-down
list and select the unit To set the rounding method, tap the corresponding drop-
down list and select the rounding method To set the number of decimal places displayed, tap – or +
Further information: "Units", Page 163
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Commissioning | Steps for commissioning
Activating the Software options
Additional Software options can be enabled on the unit via a License key.
You can view the enabled Software options on the overview page.
Further information: "Checking the Software options", Page 80
Requesting license key
You can request a license key by using the following procedure:
Reading out device information for the license key request Creating a license key request
Reading out device information for the license key request
Tap Settings in the main menu
Tap General
Tap Device information An overview of the device information appears The product designation, ID number, serial number, and
firmware version are displayed Contact a HEIDENHAIN service agency and submit the
displayed device information in order to request a license key for the product
The license key and the license file are generated and sent by e-mail
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Creating a license key request
Tap Settings in the main menu
Tap Service
Tap Software options To request a software option that is available for a fee, tap
Request options
To request a free trial option, tap Request trial options Select the desired software option
Tap Creating a request In the dialog, select the storage location in which you want to
save the license key request Enter a suitable file name Confirm entry with RET
Tap Save as The license key request is created and saved in the selected
folder If the license key request is stored on the unit, move the file
to a connected USB mass storage device (FAT32 format) or to the network drive
Further information: "Moving a file", Page 150
Contact a HEIDENHAIN service agency and submit the file you created in order to request a license key for the product
The license key and the license file are generated and sent by e-mail
7
To deselect an entry, tap the check mark for the respective software option
Activating a license key
You can activate a license key by
Reading the license key from the provided license file into the product Entering the license key manually into the product
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Uploading license key from license file
Tap Settings in the main menu
Tap Service Open in the sequence
Software options
Activate options
Tap Read license file Select the license file in the file system, on the USB mass
storage device or on the network drive Confirm your selection with Select
Tap OK The license key is activated Tap OK You may need to restart the product, depending on the
software option Confirm the restart with OK The activated software option is available
Entering license key manually
Tap Settings in the main menu
Tap Service Open in the sequence
Software options
Activate options
Enter the license key into the License key input field
Confirm the entry with RET
Tap OK The license key is activated Tap OK You may need to restart the product, depending on the
software option Confirm the restart with OK The activated software option is available
Checking the Software options
On the overview page, you can check which Software options are enabled for the product.
80
Tap Settings in the main menu
Tap Service Open in the sequence
Software options
Overview
A list of enabled Software options is displayed
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7.3.2 Configuring the axes

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.
Tap Settings in the main menu
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Commissioning | Steps for commissioning
Tap Axes
Tap X or, if applicable, Not defined
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 for reference 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
Diagnosis
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Further information: "Axes X, Y ...", Page 177
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Activating the reference mark search
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
display", Page 66
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Configuring the axes for encoders with 1 VPP or 11 µAPP interface
The configuration procedure is the same for each axis. The following section describes only the configuration of the X axis.
Tap Settings in the main menu
Tap Axes
Tap X or, if applicable, Not defined
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
Select the type of incremental signal in the Incremental signal drop-down list:
1 Vpp: Sinusoidal voltage signal
11 µApp: Sinusoidal current signal
Select the type of encoder in the Encoder model drop-down list:
Linear encoder: Linear axis
Angle encoder: Rotary axis
Angle encoder as linear encoder: Rotary axis is
displayed as linear axis
Depending on the selection, enter further parameters:
For Linear encoder, enter the Signal period (see " Linear encoders", Page 88)
For Angle encoder, enter the Line count (see "Angle encoders", Page 90)
For an Angle encoder as linear encoder, enter the Line count and the Mechanical ratio
Confirm the entry with RET
Tap Reference marks
Select the reference mark in the Reference mark drop-down list:
None: There is no reference mark
One: The encoder has one reference mark
Coded: The encoder has distance-coded reference marks
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
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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 for reference 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
counting direction of the encoder
Further information: "Axes X, Y ...", Page 177
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Configuring axes for encoders with TTL interface
The configuration procedure is the same for each axis. The following section describes only the configuration of the X axis.
Tap Settings in the main menu
Tap Axes
Tap X or, if applicable, Not defined
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:
X21
X22
X23
Select the type of encoder in the Encoder model drop-down list:
Linear encoder: Linear axis
Angle encoder: Rotary axis
Angle encoder as linear encoder: Rotary axis is
displayed as linear axis
Depending on the selection, enter further parameters:
For Linear encoder, enter the Signal period (see " Linear encoders", Page 88)
For Angle encoder, enter the Output signals per revolution (see "Angle encoders", Page 90)
For an Angle encoder as linear encoder, enter the Output signals per revolution and the Mechanical ratio
Confirm the entry with RET
In the Interpolation drop-down list, select the type of interpolation:
None
2-fold
5-fold
10-fold
20-fold
50-fold
Tap Reference marks
Select the reference mark in the Reference mark drop-down list:
None: There is no reference mark
One: The encoder has one reference mark
Coded: The encoder has distance-coded reference marks
Reverse coded: The encoder has inverse-coded reference
marks
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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 for reference 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
counting direction of the encoder
7
Further information: "Axes X, Y ...", Page 177
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Overview of typical encoders
The following overview lists the parameters of the HEIDENHAIN encoders that are typically connected to the product.
When connecting other encoders, refer to the encoder's documentation for the required parameters.
Linear encoders
Encoder series Interface Signal period Reference mark Maximum
traverse path
LS 328C TTL
AK LIDA 27 TTL
20 μm
20 μm
4 μm
2 μm
AK LIDA 47 TTL
4 μm
4 μm
2 μm
2 μm
LS 388C 1 V
AK LIDA 28 1 V
AK LIDA 48 1 V
AK LIF 48 1 V
*)
“Coded / 1000” only in conjunction with the LIDA 4x3C scale
PP
PP
PP
PP
20 μm
200 μm
20 μm
4 μm
Coded / 1000 20 mm
One -
One -
Coded / 1000
*)
20 mm
One -
Coded / 1000
*)
20 mm
Coded / 1000 20 mm
One -
One -
One -
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Length gauges
7
Length
Interface Signal period Reference mark Maximum
gaugeseries
CT 250x
CT 600x
11 μA
11 μA
PP
PP
MT 1271 TTL
MT 128x 1 V
PP
MT 2571 TTL
MT 258x 1 V
MT 60x
MT 101x
PP
11 μA
11 μA
PP
PP
ST 127x TTL
ST 128x 1 V
PP
ST 307x TTL
ST 308x 1 V
*)
0.2 μm or 2 μm with 10-fold evaluation
PP
0.4 μm or 4 μm with 5-fold evaluation
2 μm
2 μm
0.4 μm, 0.2 μm
2 μ
0.4 μm, 0.2 μm
2 μm
10 μm
10 μm
4 μm, 2 μm
*)
20 μm
4 μm, 2 μm
*)
20 μm
traverse path
One 25 mm
One 60 mm
*)
One 12 mm
One 12 mm
*)
One 25 mm
One 25 mm
One 60 mm
One 100 mm
One 12 mm
One 12 mm
One 30 mm
One 30 mm
Length gaugeseries
Interface Measuring step Maximum
traverse path
AT 121x EnDat 2.2 23 nm 12 mm
AT 301x EnDat 2.2 368 nm 30 mm
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Angle encoders
Encoder series Interface Line count/
Reference mark Nominal outputs signals per revolution
RON 225 TTLx2 18000 One -
RON 285 1 V
RON 285C 1 V
RON 785 1 V
RON 785C 1 V
RON 786 1 V
RON 786C 1 V
PP
PP
PP
PP
PP
PP
18000 One -
18000 Coded 20°
18000 One -
18000 Coded 20°
18000 One -
18000 Coded 20°
ROD 220 TTLx2 18000 One -
ROD 280 1 V
ROD 280C 1 V
PP
PP
18000 One -
18000 Coded 20°
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.
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Configuring error compensation across axes
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.
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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
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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
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Further information: "Segmented linear error compensation (SLEC)", Page 184
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Adjusting an existing table of supporting points
After a table of supporting points for segmented linear error compensation has been created, this table can then be modified as needed.
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 Table of supporting points
The table lists the supporting point positions (P) and the compensation values (D) of the individual segments
Adjust the compensation value (D) for the supporting points
Confirm the entries with RET
To switch to the previous display, tap Back
Activate Compensation with the ON/OFF sliding switch The adjusted error compensation for the axis is applied
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Further information: "Segmented linear error compensation (SLEC)", Page 184
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Nonlinear error compensation (NLEC)
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)
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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
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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 measure Directional axis
Spacing of supporting points on the X axis
Number of supporting points on the X axis
X value of the first supporting point Y value of the first supporting point
X value of the second supporting point Y value of the second supporting point
... ...
X value of the last supporting point Y value of the last supporting point
Spacing of supporting points on the Y axis
Number of supporting points on the Y axis
Select either X or Y as the directional axis.
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Example:
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 measure Directional axis
Spacing of supporting points on the X axis
Number of supporting points on the X axis
X value of the first supporting point Y value of the first supporting point
X value of the second supporting point Y value of the second supporting point
... ...
X value of the last supporting point Y value of the last supporting point
Spacing of supporting points on the Y axis
Number of supporting points on the Y axis
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Select either X or Y as the directional axis.
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Example:
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.
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Figure 19: Example for .txt import format
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Data schema in extended .txt format
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)
0 0
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)
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Example:
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.
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Figure 20: Example for extended .txt import format
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Squareness error compensation (SEC)
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

7.3.3 Configuring 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",
Page 127
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