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QUADRA-CHEK 2000
Operating Instructions Manual
405 pgs8.62 Mb0
Operating Instructions Manual
420 pgs6.12 Mb0
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HEIDENHAIN QUADRA-CHEK 2000 Operating Instructions Manual

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Page 1

QUADRA-CHEK 2000

Operating Instructions
Evaluation Unit
English (en) 07/2019
Page 2

Contents

Contents
2 Safety...............................................................................................................................................27
3 Transport and storage....................................................................................................................33
4 Mounting......................................................................................................................................... 39
5 Installation.......................................................................................................................................45
6 Basic operation...............................................................................................................................55
7 Commissioning............................................................................................................................... 97
9 Quick Start.................................................................................................................................... 177
10 Measuring......................................................................................................................................213
11 Measurement evaluation............................................................................................................. 275
13 Measurement reports...................................................................................................................327
14 File management..........................................................................................................................335
16 Service and maintenance............................................................................................................391
17 What to do if ............................................................................................................................... 399
18 Removal and disposal..................................................................................................................405
19 Specifications................................................................................................................................407
21 List of figures................................................................................................................................417
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Contents
1.1 Overview............................................................................................................................................... 18
1.2 Information on the product................................................................................................................ 18
1.3 Demo software for the product..........................................................................................................18
1.4 Documentation on the product..........................................................................................................19
1.4.1 Validity of the documentation..................................................................................................19
1.4.2 Notes on reading the documentation......................................................................................20
1.4.3 Storage and distribution of the documentation.......................................................................21
1.5 About these instructions.....................................................................................................................21
1.5.1 Document category................................................................................................................. 21
1.5.2 Target groups for the instructions........................................................................................... 21
1.5.3 Target groups according to user types....................................................................................22
1.5.4 Contents of the chapters.........................................................................................................22
1.5.5 Notes in this documentation................................................................................................... 24
1.5.6 Symbols and fonts used for marking text............................................................................... 25
2 Safety...............................................................................................................................................27
2.1 Overview............................................................................................................................................... 28
2.2 General safety precautions................................................................................................................. 28
2.3 Intended use......................................................................................................................................... 28
2.4 Improper use........................................................................................................................................ 28
2.5 Personnel qualification........................................................................................................................ 29
2.6 Obligations of the operating company..............................................................................................29
2.7 General safety precautions................................................................................................................. 30
2.7.1 Symbols on the product.......................................................................................................... 30
2.7.2 Electrical safety precautions.................................................................................................... 31
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Contents
3 Transport and storage....................................................................................................................33
3.1 Overview............................................................................................................................................... 34
3.2 Unpacking............................................................................................................................................. 34
3.3 Items supplied and accessories..........................................................................................................34
3.3.1 Items supplied......................................................................................................................... 34
3.3.2 Accessories..............................................................................................................................35
3.4 In case of damage in transit...............................................................................................................37
3.5 Repackaging and storage....................................................................................................................37
3.5.1 Repackaging the product.........................................................................................................37
3.5.2 Storage of the product............................................................................................................ 37
4 Mounting......................................................................................................................................... 39
4.1 Overview............................................................................................................................................... 40
4.2 Assembly of the product.................................................................................................................... 40
4.2.1 Mounting on Multi-Pos stand.................................................................................................. 42
4.2.2 Mounting on Multi-Pos holder.................................................................................................43
5 Installation.......................................................................................................................................45
5.1 Overview............................................................................................................................................... 46
5.2 General information............................................................................................................................. 46
5.3 Device overview................................................................................................................................... 47
5.4 Connecting encoders........................................................................................................................... 49
5.5 Connecting an optical edge detector................................................................................................ 50
5.6 Wiring switching inputs and outputs................................................................................................ 50
5.7 Connecting a printer............................................................................................................................52
5.8 Connecting a barcode scanner...........................................................................................................53
5.9 Connecting input devices....................................................................................................................53
5.10 Connecting a network peripheral.......................................................................................................53
5.11 Connecting the line voltage................................................................................................................54
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Contents
6 Basic operation...............................................................................................................................55
6.1 Overview............................................................................................................................................... 56
6.2 Using the touchscreen and input devices......................................................................................... 56
6.2.1 Touchscreen and input devices............................................................................................... 56
6.2.2 Gestures and mouse actions...................................................................................................56
6.3 General operating elements and functions.......................................................................................58
6.4 QUADRA-CHEK 2000 – switch-on and switch-off............................................................................. 60
6.4.1 Switching on QUADRA-CHEK 2000........................................................................................ 60
6.4.2 Activating and deactivating the energy saving mode..............................................................60
6.4.3 Switching off QUADRA-CHEK 2000......................................................................................... 61
6.5 User login and logout......................................................................................................................... 61
6.5.1 User login.................................................................................................................................62
6.5.2 User logout.............................................................................................................................. 62
6.6 Setting the language........................................................................................................................... 63
6.7 Performing the reference mark search after startup........................................................................ 63
6.8 User interface....................................................................................................................................... 64
6.8.1 User interface after switch-on................................................................................................. 64
6.8.2 Main menu of the user interface............................................................................................ 65
6.8.3 Measure menu.........................................................................................................................66
6.8.4 Measurement report menu..................................................................................................... 70
6.8.5 File management menu...........................................................................................................71
6.8.6 User login menu...................................................................................................................... 72
6.8.7 Settings menu..........................................................................................................................73
6.8.8 Switch-off menu.......................................................................................................................74
6.9 Manual measuring function................................................................................................................74
6.9.1 Measuring features.................................................................................................................. 75
6.9.2 Measurement with a sensor................................................................................................... 75
6.9.3 Controls for measuring with an OED sensor.......................................................................... 75
6.10 The Define function............................................................................................................................. 79
6.11 Position display.................................................................................................................................... 80
6.11.1 Operating elements of the position display............................................................................ 80
6.12 Customizing the workspace............................................................................................................... 80
6.12.1 Hiding and showing the main menu and submenu................................................................ 80
6.12.2 Hiding or displaying the Inspector........................................................................................... 80
6.13 Working in the features view............................................................................................................. 81
6.13.1 Resizing the features view...................................................................................................... 81
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Contents
6.13.2 Selecting or deselecting features............................................................................................82
6.13.3 Editing annotations.................................................................................................................. 82
6.14 Using the Inspector............................................................................................................................. 83
6.14.1 Controls of the Inspector.........................................................................................................84
6.14.2 Adjusting settings in the quick access menu..........................................................................87
6.14.3 Adjusting the auxiliary functions of the Inspector...................................................................89
6.14.4 Expanding the feature list or program step list....................................................................... 93
6.15 Messages and audio feedback............................................................................................................93
6.15.1 Messages.................................................................................................................................93
6.15.2 Wizard...................................................................................................................................... 95
6.15.3 Audio feedback.........................................................................................................................95
7 Commissioning............................................................................................................................... 97
7.1 Overview............................................................................................................................................... 98
7.2 Logging in for commissioning............................................................................................................98
7.2.1 User login.................................................................................................................................98
7.2.2 Performing the reference mark search after startup............................................................... 99
7.2.3 Setting the language................................................................................................................99
7.2.4 Changing the password.........................................................................................................100
7.3 Steps for commissioning.................................................................................................................. 100
7.3.1 Basic settings.........................................................................................................................102
7.3.2 Configuring the axes..............................................................................................................105
7.3.3 Configuring an OED sensor...................................................................................................133
7.4 OEM area............................................................................................................................................ 137
7.4.1 Adding documentation...........................................................................................................137
7.4.2 Adding a startup screen........................................................................................................ 138
7.4.3 Configuring the unit for screenshots.....................................................................................139
7.5 Back up settings.................................................................................................................................140
7.6 Back up user files...............................................................................................................................141
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Contents
8.1 Overview............................................................................................................................................. 144
8.2 Logging in for setup.......................................................................................................................... 144
8.2.1 User login...............................................................................................................................144
8.2.2 Performing the reference mark search after startup............................................................. 145
8.2.3 Setting the language..............................................................................................................145
8.2.4 Changing the password.........................................................................................................146
8.3 Single steps for setup....................................................................................................................... 147
8.3.1 Basic settings.........................................................................................................................148
8.3.2 Configuring an OED sensor...................................................................................................162
8.3.3 Setting the measuring application......................................................................................... 163
8.3.4 Configuring the measured value output................................................................................ 168
8.4 Back up settings.................................................................................................................................175
8.5 Back up user files...............................................................................................................................176
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Contents
9 Quick Start.................................................................................................................................... 177
9.1 Overview............................................................................................................................................. 178
9.2 Logging in for Quick Start................................................................................................................178
9.3 Conducting a measurement............................................................................................................. 178
9.3.1 Preparing a measurement..................................................................................................... 178
9.3.2 Measuring without a sensor..................................................................................................182
9.3.3 Measuring with an OED sensor............................................................................................190
9.3.4 Deleting features....................................................................................................................199
9.4 Displaying and editing the measurement results.......................................................................... 200
9.4.1 Renaming a feature................................................................................................................201
9.4.2 Selecting the Fitting algorithm...............................................................................................201
9.4.3 Converting a feature.............................................................................................................. 202
9.4.4 Changing Tolerances.............................................................................................................. 203
9.4.5 Adding annotations................................................................................................................ 205
9.5 Creating a measurement report....................................................................................................... 205
9.5.1 Selecting the features and the template............................................................................... 206
9.5.2 Entering information on the measuring task.........................................................................207
9.5.3 Selecting document settings................................................................................................. 208
9.5.4 Opening previews..................................................................................................................209
9.5.5 Saving a measurement report............................................................................................... 209
9.5.6 Exporting or printing a measurement report.........................................................................209
9.6 Creating and managing measuring programs................................................................................ 210
9.6.1 Saving a measuring program.................................................................................................211
9.6.2 Starting a measuring program............................................................................................... 211
9.6.3 Opening a measuring program..............................................................................................212
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Contents
10 Measuring......................................................................................................................................213
10.1 Overview............................................................................................................................................. 214
10.2 Overview of geometry types............................................................................................................214
10.3 Acquiring measuring points..............................................................................................................216
10.3.1 Acquiring measuring points without using a sensor............................................................. 216
10.3.2 Acquiring measuring points using a sensor.......................................................................... 218
10.4 Conducting a measurement............................................................................................................. 222
10.4.1 Preparing a measurement..................................................................................................... 222
10.4.2 Aligning the measured object................................................................................................226
10.4.3 Measuring features................................................................................................................ 228
10.4.4 Measuring with Measure Magic........................................................................................... 230
10.4.5 You can send the measured values to a computer...............................................................231
10.5 Constructing features.........................................................................................................................232
10.5.1 Overview of construction types............................................................................................ 232
10.5.2 Constructing a feature........................................................................................................... 260
10.5.3 Modifying a constructed feature............................................................................................261
10.6 Defining features................................................................................................................................262
10.6.1 Overview of definable geometries........................................................................................ 263
10.6.2 Defining a feature.................................................................................................................. 266
10.7 Working with coordinate systems................................................................................................... 267
10.7.1 World coordinate system.......................................................................................................267
10.7.2 Temp Temporary coordinate system..................................................................................... 267
10.7.3 User-defined coordinate systems.......................................................................................... 267
10.7.4 Adapting a coordinate system............................................................................................... 268
10.7.5 Assigning names to coordinate systems.............................................................................. 271
10.7.6 Saving a coordinate system...................................................................................................272
10.7.7 Opening a coordinate system............................................................................................... 272
10.7.8 Assigning a coordinate system to features........................................................................... 273
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Contents
11 Measurement evaluation............................................................................................................. 275
11.1 Overview............................................................................................................................................. 276
11.2 Measurement evaluation...................................................................................................................276
11.2.1 Fitting algorithm..................................................................................................................... 278
11.2.2 Evaluating a feature............................................................................................................... 279
11.3 Defining tolerances............................................................................................................................ 281
11.3.1 Overview of tolerances..........................................................................................................284
11.3.2 Configuring general tolerances..............................................................................................286
11.3.3 Setting size tolerances on a feature......................................................................................289
11.3.4 Setting form tolerances on a feature.....................................................................................294
11.3.5 Setting location tolerances for a feature................................................................................297
11.3.6 Setting runout and directional tolerances for a feature......................................................... 299
11.4 Adding annotations........................................................................................................................... 301
11.4.1 Adding measurement information to features.......................................................................302
11.4.2 Adding notes..........................................................................................................................303
11.5 Sending measured values to a computer....................................................................................... 306
11.5.1 Send measured values from the Measurement result preview............................................ 307
11.5.2 Send measured values from the Details dialog.................................................................... 308
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12.1 Overview............................................................................................................................................. 312
12.2 Overview of the program steps....................................................................................................... 314
12.3 Using the program control............................................................................................................... 315
12.3.1 Calling the program control................................................................................................... 315
12.3.2 Operating elements of the program control..........................................................................315
12.3.3 Closing the program control.................................................................................................. 316
12.4 Working with the positioning aid.................................................................................................... 316
12.5 Working with the guidance assistant..............................................................................................317
12.6 Recording a measuring program......................................................................................................318
12.7 Saving a measuring program........................................................................................................... 319
12.8 Starting a measuring program......................................................................................................... 319
12.9 Opening a measuring program........................................................................................................ 320
12.10 Editing a measuring program...........................................................................................................320
12.10.1 Adding program steps........................................................................................................... 321
12.10.2 Editing program steps........................................................................................................... 321
12.10.3 Using coordinate systems in measuring programs............................................................... 325
12.10.4 Deleting a program step........................................................................................................326
12.10.5 Setting and removing breakpoints.........................................................................................326
13 Measurement reports...................................................................................................................327
13.1 Overview............................................................................................................................................. 328
13.2 Managing templates for measurement reports..............................................................................329
13.3 Creating a measurement report.......................................................................................................329
13.3.1 Selecting the features and the template............................................................................... 330
13.3.2 Entering information on the measuring task.........................................................................331
13.3.3 Selecting document settings................................................................................................. 332
13.3.4 Opening previews..................................................................................................................333
13.3.5 Saving a measurement report............................................................................................... 333
13.3.6 Exporting or printing a measurement report.........................................................................333
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14 File management..........................................................................................................................335
14.1 Overview............................................................................................................................................. 336
14.2 File types.............................................................................................................................................337
14.3 Managing folders and files............................................................................................................... 337
14.4 Viewing and opening files................................................................................................................ 340
14.5 Exporting files.................................................................................................................................... 341
14.6 Importing files.................................................................................................................................... 342
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Contents
15.1 Overview............................................................................................................................................. 344
15.1.1 Overview of the Settings menu............................................................................................ 345
15.2 General................................................................................................................................................ 346
15.2.1 Device information.................................................................................................................346
15.2.2 Screen.................................................................................................................................... 346
15.2.3 Display....................................................................................................................................347
15.2.4 Input devices..........................................................................................................................347
15.2.5 Sounds................................................................................................................................... 348
15.2.6 Printers...................................................................................................................................348
15.2.7 Properties...............................................................................................................................349
15.2.8 Add printer............................................................................................................................. 349
15.2.9 Remove printer...................................................................................................................... 350
15.2.10 Date and time........................................................................................................................ 350
15.2.11 Units....................................................................................................................................... 350
15.2.12 Copyrights.............................................................................................................................. 352
15.2.13 Service info............................................................................................................................ 352
15.2.14 Documentation.......................................................................................................................352
15.3 Sensors................................................................................................................................................353
15.3.1 Optical edge detection (OED)................................................................................................353
15.3.2 Magnifications........................................................................................................................353
15.3.3 Contrast settings....................................................................................................................354
15.3.4 Threshold settings..................................................................................................................354
15.3.5 Offset settings....................................................................................................................... 355
15.4 Features............................................................................................................................................... 356
15.4.1 General settings (Features)....................................................................................................356
15.4.2 Coordinate systems...............................................................................................................357
15.4.3 Measuring point filter............................................................................................................ 358
15.4.4 Measure Magic......................................................................................................................361
15.4.5 Geometry types..................................................................................................................... 362
15.5 Interfaces............................................................................................................................................. 364
15.5.1 Network..................................................................................................................................364
15.5.2 Network drive........................................................................................................................ 365
15.5.3 USB........................................................................................................................................ 366
15.5.4 RS-232....................................................................................................................................366
15.5.5 Data transfer.......................................................................................................................... 367
15.5.6 Barcode scanner.................................................................................................................... 367
15.5.7 Wireless LAN hotspot........................................................................................................... 368
15.5.8 Switching functions................................................................................................................368
15.6 User......................................................................................................................................................369
15.6.1 OEM.......................................................................................................................................369
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15.6.2 Setup......................................................................................................................................370
15.6.3 Operator................................................................................................................................. 371
15.6.4 Adding a User........................................................................................................................371
15.7 Axes..................................................................................................................................................... 372
15.7.1 Reference marks.................................................................................................................... 372
15.7.2 Information............................................................................................................................. 373
15.7.3 Error compensation................................................................................................................373
15.7.4 Nonlinear error compensation (NLEC)...................................................................................374
15.7.5 Squareness error compensation (SEC)..................................................................................375
15.7.6 Axes X, Y .............................................................................................................................. 375
15.7.7 Q axis.....................................................................................................................................376
15.7.8 Encoder.................................................................................................................................. 377
15.7.9 Reference marks (Encoder)....................................................................................................381
15.7.10 Reference point displacement............................................................................................... 382
15.7.11 Linear error compensation (LEC)...........................................................................................383
15.7.12 Segmented linear error compensation (SLEC)...................................................................... 383
15.7.13 Create table of supporting points..........................................................................................384
15.8 Service.................................................................................................................................................385
15.8.1 Firmware information.............................................................................................................385
15.8.2 Back up and restore.............................................................................................................. 386
15.8.3 Firmware update....................................................................................................................387
15.8.4 Reset......................................................................................................................................387
15.8.5 OEM area...............................................................................................................................388
15.8.6 Documentation.......................................................................................................................388
15.8.7 Startup screen........................................................................................................................388
15.8.8 Software options....................................................................................................................389
16 Service and maintenance............................................................................................................391
16.1 Overview............................................................................................................................................. 392
16.2 Cleaning...............................................................................................................................................392
16.3 Maintenance plan...............................................................................................................................393
16.4 Resuming operation...........................................................................................................................393
16.5 Updating the firmware......................................................................................................................394
16.6 Restore settings................................................................................................................................. 396
16.7 Restore user files............................................................................................................................... 397
16.8 Reset all settings................................................................................................................................398
16.9 Reset to shipping conditions............................................................................................................398
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17 What to do if ............................................................................................................................... 399
17.1 Overview............................................................................................................................................. 400
17.2 System or power failure....................................................................................................................400
17.2.1 Restoring the firmware..........................................................................................................400
17.2.2 Restore settings.....................................................................................................................401
17.3 Malfunctions....................................................................................................................................... 401
17.3.1 Troubleshooting...................................................................................................................... 402
18 Removal and disposal..................................................................................................................405
18.1 Overview............................................................................................................................................. 406
18.2 Removal...............................................................................................................................................406
18.3 Disposal...............................................................................................................................................406
19 Specifications................................................................................................................................407
19.1 Overview............................................................................................................................................. 408
19.2 Product data....................................................................................................................................... 408
19.3 Product dimensions and mating dimensions................................................................................. 410
19.3.1 Product dimensions with Duo-Pos stand.............................................................................. 411
19.3.2 Product dimensions with Multi-Pos stand.............................................................................411
19.3.3 Product dimensions with Multi-Pos holder............................................................................412
19.4 Technical drawings.............................................................................................................................413
19.4.1 2-D demo part........................................................................................................................413
21 List of figures................................................................................................................................417
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1

Fundamentals

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1
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
QUADRA-CHEK 2000 1089180-xx 1235700.1.2.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

QUADRA-CHEK 2000 Demo is software you can install on a computer independently of the device. QUADRA-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 346
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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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.
20
User's Manual The User's Manual provides all information
required for installing the demo software on a computer and for using it as intended. The User's Manual is located in the installation folder of the demo software and can be downloaded from the download area at www.heidenhain.de.
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 device.
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 Programming Service, cleaning and maintenance Troubleshooting Removal and disposal
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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
22
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
HEIDENHAIN | QUADRA-CHEK 2000 | Operating Instructions | 07/2019
✓ ✓ ✓
✓ ✓
✓ ✓
✓ ✓
Page 23
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 "Quick Start"
10 "Measuring"
interface ... the user interface of the product ... basic functions of the product
... commissioning the product
... correct setup of the product
... an example of a typical measuring sequence:
Aligning the measured object Measuring features Creating a measuring report
... geometry types ... the acquisition of measuring points ... the performance of a measurement ... the definition and construction of features
Target group
OEM
Setup
✓ ✓ ✓
✓
✓
Operator
✓
✓
11 "Measurement evaluation"
12 "Programming"
14 "File management"
15 "Settings"
16 "Service and maintenance"
17 "What to do if ..."
18 "Removal and disposal"
19 "Specifications"
20 "Index"
... the evaluation of measurements ... the determination of tolerances
... the creation, processing and use of measuring programs
... the functions of the "File management" menu
... setting options and associated setting parameters for the product
... general maintenance work on the product
... 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
24
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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Page 25
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

Page 28
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 QUADRA-CHEK 2000 series are advanced digital evaluation electronics for the measurement of 2-D features in metrology applications. The products are used primarily on measuring machines as well as profile projectors.
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.

2.4 Improper use

In particular, the products of the QUADRA-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 QUADRA-CHEK 2000 series as part of a safety
function
28
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Page 29
Safety | Personnel qualification

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.
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.
2
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.

2.6 Obligations of the operating company

The operating company owns or leases the device 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 device 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 device is operated only when in perfect technical condition Ensure that the device is protected from unauthorized use
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2
Safety | General safety precautions

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.
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.
30
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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
Page 34
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 29

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
2-D demo part Demonstration part for 2-D application
examples
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 QUADRA-CHEK 2000
Installation Instructions Printed issue of the Installation Instructions
in the currently available languages
34
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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 102
The following accessories are optionally available and can be ordered from HEIDENHAIN:
3
Acces­sories
For operation
For installation
Name Description ID
2-D demo part Demonstration part for 2-D
QUADRA-CHEK 2000 AEI1 software option
QUADRA-CHEK 2000 AEI1 Trial software option
QUADRA-CHEK 2000 OED software option
QUADRA-CHEK 2000 OED Trial software option
2 Vpp adapter connec­tor
Adapter connector 11 µApp
application examples
Enabling of an additional encoder input
Enabling of an additional encoder input, test version for a limited time (60 days)
Automatic measuring point acquisition via optical edge detection
Automatic point measure­ment via optical edge detection, time-limited test version (60 days)
Pin layout conversion from HEIDENHAIN 1 VPP to
Mitutoyo-2 V
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
PP
PP
681047-02
1089227-01
1089227-51
1089227-02
1089227-52
1089216-01
1089213-01
Adapter connector 1 Vpp
Adapter connector for TTL
HEIDENHAIN | QUADRA-CHEK 2000 | Operating Instructions | 07/2019
Conversion of the 1 V interface from installa-
tion in D-sub connector, 2-row, male, 15-pin to D­sub connector, 2-row, with locking screws, male, 15-pin
Conversion of the pin layout from HEIDENHAIN TTL to RSF TTL and Renishaw TTL
PP
1089214-01
1089210-01
35
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3
Transport and storage | Items supplied and accessories
Acces­sories
For mounting
Name Description ID
Cables For information on connect-
Foot switch Foot switch for external
Power cable Power cable with European
USB connecting cable USB connecting cable for
Duo-Pos stand Stand for rigid mounting,
Multi-Pos holder Holder for fastening the
--­ing cables, see "Cables and Connectors for HEIDENHAIN Products" brochure.
681041-04 operation with two freely assignable keys; cable length 2.4 m
223775-01 plug (type F), length: 3 m
354770-xx connector type A to type B
1089230-06 inclination angle 20° or 45°, fixing hole pattern 50 mm x 50 mm
1089230-08 device on an arm, continu­ously tiltable within an angle of 90°, fixing hole pattern 50 mm x 50 mm
Multi-Pos stand Stand for continuously
For OED software option
Connection for optical fiber
Holder Transparent holder for
Optical fiber Fiber-optic cable with one
variable tilting with a tilting range of 90°, fixing hole pattern 50 mm x 50 mm
Fiber-optic cable with two SMA connectors (subminia­ture A)
accepting a fiber-optic cable with right-angle end
right-angle end and an SMA connector (subminiature A)
1089230-07
681049-xx
681050-xx
681049-xx
36
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Transport and storage | In case of damage in transit

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
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.
3

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 34
Enclose all the documentation that was included in the original packaging
Further information: "Storage and distribution of the documentation", Page 21
If the device is returned for repair to the Service Department:
Ship the device 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 407
Inspect the product for damage after any transport or longer storage times
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4

Mounting

Page 40
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 29

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.
40
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.
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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 411
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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 411
42
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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 412
Figure 7: Cable routing on Multi-Pos holder
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Page 45
5

Installation

Page 46
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 29

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)!
46
This device 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 device connections
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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 407

5.3 Device 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.
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5
AC 100 V ... 240 V
50 Hz ... 60 Hz
(max. 38 W)
HEIDENHAIN
X113
X3
X108
X107
X2
X1
X116
X10 0
X32
21
3
4
5
67
8
Installation | Device overview
Rear panel without dust protection caps
Figure 8: Rear panel
Connections that are independent of software options:
2 X113: 15-pin D-sub connection, e.g. for foot switches or touch probes
D-sub connections for encoders, 2 inputs enabled by default, one other input
3
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
RJ45 Ethernet connection4
X116: Connection for communication and data exchange with subsequent
systems or PC USB connection5
X32: USB 2.0 Hi-speed connection (type A) for printers, input devices or USB
mass storage devices
6 Functional ground connection as per IEC/EN 60204-1 7 X100: Power switch and power connection 8 Speaker
Connections that depend on software options:
Connections for optical edge detector for point measurement
1
X107: reference input for optical waveguide from the light source X108: input for optical waveguide from the projection screen
48
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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 40
Connect the encoder cables tightly to the respective connections
Further information: "Device overview", Page 47
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 | QUADRA-CHEK 2000 | Operating Instructions | 07/2019
a1
U
a1
U
a2
U
a2
0 V U
p
U
a0
U
a0
49
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5
Installation | Connecting an optical edge detector

5.5 Connecting an optical edge detector

Note the following pin layout Remove and save the dust protection caps Route the optical waveguides in accordance with the mounting variant
Further information: "Assembly of the product", Page 40
Adhere to the manufacturer's specifications regarding the maximum bend radius of the fiber-optic cable
Connect the fiber-optic cable of the light source (reference) to connection X107 Connect the optical waveguide from the projection screen to port X108
Further information: "Device overview", Page 47
Pin layout of X107, X108
1
In

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 29
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.
,
50
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 40
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Installation | Wiring switching inputs and outputs
Din 0...3
X113
GND
DC 5 V
Dout 0
GND
X113
DC 5 V
TTL
TP
X113
GND
DC 5 V
Connect the connecting cables of the peripherals tightly to their connectors
Further information: "Device overview", Page 47
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.
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
5
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:
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5
4
3 2 1
1 2 3 4 5 6 7 8
Installation | Connecting a printer

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 40
Connect USB printer to USB Type-A port (X32). Make sure the USB cable connector is fully inserted
Further information: "Device overview", Page 47
Pin layout X32
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 40
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: "Device overview", Page 47
Pin layout of X116
1 2 3 4 5 6 7 8
D1+
(TX+)
D1-
(TX-)
D2+
(RX+)
D3+ D3– D2–
(RX–)
D4+ D4–
52
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Installation | Connecting a barcode scanner
4
3 2 1
4
3 2 1

5.8 Connecting a barcode scanner

The following barcode scanners can be connected to the product:
COGNEX DataMan 8600 (with serial module for USB)
Note the following pin layout Remove and save the dust protection caps Route the cables based on the mounting variant
Further information: "Assembly of the product", Page 40
Connect barcode scanner to USB Type-A port (X32). Make sure the USB cable connector is fully inserted
Further information: "Device overview", Page 47
Pin layout X32
5
1 2 3 4
DC 5 V Data (–) Data (+) GND

5.9 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 40
Connect USB mouse or USB keyboard to USB Type-A port (X32). Make sure the USB cable connector is fully inserted
Further information: "Device overview", Page 47
Pin layout X32
1 2 3 4
DC 5 V Data (–) Data (+) GND

5.10 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 40
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: "Device overview", Page 47
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5
1 2 3 4 5 6 7 8
Installation | Connecting a network peripheral
Pin layout of X116
1 2 3 4 5 6 7 8
D1+
(TX+)
D1-
(TX-)
D2+
(RX+)
D3+ D3– D2–

5.11 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!
Use of a power cable that does not meet the requirements of the mounting location may cause a fire hazard.
D4+ D4–
(RX–)
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: "Device overview", Page 47
Pin layout X100
1 2 3
L/N N/L
54
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6

Basic operation

Page 56
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 408

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
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Operation using the mouse
The following overview describes the different gestures for operating the touchscreen or the mouse:
Tapping
Means touching the screen briefly with your fingertip
Means pressing the left mouse button once
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Basic operation | Using the touchscreen and input devices
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
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
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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 Opening the Details dialog in the Inspector
Two-finger drag
Refers to the movement of two fingers across the touchscreen when at least the starting point of the movement is clearly defined
Refers to pressing the right mouse button once and holding it down while moving the mouse; at least the starting point of the movement is defined
Two-finger dragging initiates the following action
In the Measure menu, moving the features view within the workspace
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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.
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Tap the desired function The active function is shown in green The inactive function is shown in light gray
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Basic operation | General operating elements and functions
Slide switch
With the sliding switch, you can activate or deactivate a function.
Drag the slider to the desired position
or
Tap the slider 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.
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Tap the button The drop-down list opens The active entry is highlighted in green Tap the desired entry The selected entry is applied
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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6
Basic operation | QUADRA-CHEK 2000 – switch-on and switch-off

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

6.4.1 Switching on QUADRA-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 97
Turn the power switch on The power switch is located on the rear side of the product
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 61

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
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Basic operation | QUADRA-CHEK 2000 – switch-on and switch-off

6.4.3 Switching off QUADRA-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
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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 power switch off

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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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
OEM
Setup
Operator
Further information: "Logging in for Quick Start", Page 178
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
The user login icon in the main menu shows whether the logged-in user has extended authorizations.
Icon Authorization level
Standard authorizations (user type operator)
oem Commissioner,
machine tool builder
setup Setup engineer,
system configurer
operator Operator
Further information: "Target groups according to user types", Page 22

6.5.2 User logout

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Extended authorizations (all other user types)
Tap User login in the main menu
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
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Basic operation | Setting the language

6.6 Setting the language

The user interface language is English. You can change to another language, if desired.
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 from the Language drop-down list
The user interface is displayed in the selected language
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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 381
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 80 Further information: "Activating the reference mark search", Page 107
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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 66
If automatic user login is not active, the product opens the User login menu.
Further information: "User login menu", Page 72
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Basic operation | User interface
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6.8.2 Main menu of the user interface

User interface with QUADRA-CHEK 2000 OED software option
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Figure 11: User interface with QUADRA-CHEK 2000 OED software option
1
Message display area, which displays the time and the number of unclosed messages
2
Main menu with operating elements
Main menu controls
The main menu is displayed regardless of the activated software options.
Control 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 93
Measure
Manual measurement, construction, or definition of features by using measuring programs and predefined geometries
Further information: "Measure menu", Page 66
Measurement report
Creation of measurement reports based on templates
Further information: "Measurement report menu",
Page 70
File management
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Management of the files that are available on the product
Further information: "File management menu",
Page 71
User login
Login and logout of the user
Further information: "User login menu", Page 72
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Basic operation | User interface
Control Function
Settings
Settings of the product, such as setting up users, configur­ing sensors or updating the firmware
Further information: "Settings menu ", Page 73
Switch-off
Shutdown of the operating system or activation of power­saving mode
Further information: "Switch-off menu", Page 74

6.8.3 Measure menu

Activation
Tap Measure in the main menu The user interface for measuring, constructing, and defining
is displayed
Measure menu without software option
Figure 12: Measure menu without software option
1
The function palette provides functions for manual measuring and defining. The selected function is displayed as an active operating element.
2
The geometry palette provides all geometries for manual measuring,
3
4
constructing and defining. The geometries are partially combined into geometry groups. The selected geometry is displayed as an active feature. The geometries available on the geometry palette depend on the selected function. The workspace displays the current position of the measuring plate or the features view (graphical representation of the features), for example. The Inspector provides the quick access menu, the position preview or features preview, and the feature list or program step list. The feature list contains the features that have been measured, constructed, or defined.
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Basic operation | User interface
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2
3
4
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Measure menu with QUADRA-CHEK 2000 OED software option
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Figure 13: Measure menu with QUADRA-CHEK 2000 OED software option
1
The function palette provides functions for manual measuring and defining. The selected function is displayed as an active operating element.
2
The sensor palette contains the optional sensors (e.g., OED). It is only visible if the software option is active.
3
The workspace displays, for example, the position display or the input area for constructing and defining features.
4
The Inspector contains the quick access menu, the position preview, the features preview, and the feature list or the program step list. The feature list contains the features that have been measured, constructed, or defined.
5
The geometry palette provides all of the geometries for manual measuring, constructing, and defining. The geometries are partially combined into geometry groups. The selected geometry is displayed as an active feature. The geometries available on the geometry palette depend on the selected function.
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The tool palette provides the measuring tools required for conducting the selected measurement.
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Measure
Define
Basic operation | User interface
Function palette
In the function palette, you can select the function to be used for creating a new feature.
Selecting the function
Tap the control showing the current function, e.g. Manual
measuring
The function palette displays the available functions Select the desired function
Controls of the function palette
Manual measuring
Further information: "Manual measuring function", Page 74 Further information: "The Define function", Page 79
Defining
Sensor palette (software option)
The sensor palette allows you to select the sensor to be used for measuring point acquisition. If only one sensor is available, it will be selected automatically.
Prerequisites
The sensor is connected to the product The corresponding software option has been enabled
Controls of the sensor palette
Optical edge detection (OED)
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Further information: "Controls for measuring with an OED sensor", Page 75
Geometry palette
The geometry palette allows you to select the geometry to be measured, constructed, or defined. As an alternative, you can use the automatic geometry detection function called Measure Magic. The geometries available on the geometry palette depend on the selected function and the activated sensor.
Selecting geometry
Some geometries are grouped. Grouped controls are identified by an arrow.
If a control is grouped, tap the control that shows an arrow All controls of the group are available for selection Select the desired geometry
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Basic operation | User interface
Zero point
Alignment
Ref. plane
Point
Circle
Arc
Ellipse
Slot
Rectangle
Distance
Angle
Controls of the geometry palette
Measure Magic
Zero point Alignment Reference
Point
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plane
Prerequisite for Reference plane: The Z axis must have been config­ured
Line
Circle Arc Ellipse
Slot Rectangle
Distance Angle
Blob
Tool palette (sensor-specific)
In the tool palette, select the measuring tool to be used for the measuring point acquisition. In the Measuring tool settings dialog, you can configure the measuring tools.
Prerequisites
A sensor must have been activated (software option)
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Basic operation | User interface
Selecting the measuring tool
Tap the control showing the current measuring tool, e.g. the crosshairs
The tool palette shows all available measuring tools and displays the Measuring tool settings dialog
Select the desired measuring tool Change the measuring tool settings, if required Tap Close Your changes are applied
Further information: "Overview of the OED measuring tools", Page 76

6.8.4 Measurement report menu

Activation
Short description
Tap Measurement report in the main menu The user interface for displaying and creating the
measurement reports appears
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Figure 14: Measurement report menu
1
List of default templates
2
Preview of the selected template
3
Display of information on the selected template
The Measurement report menu shows a list of the measured features, depending on the selected measurement report template.
In the Measurement report menu, you can select the contents and template to be used for your measurement reports. Measurement reports can be saved, exported, and printed.
Further information: "Measurement reports", Page 327
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Basic operation | User interface
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2

6.8.5 File management menu

Activation
Tap File management in the main menu The user interface for file management is displayed
Short description
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Figure 15: 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 product’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 335
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Basic operation | User interface

6.8.6 User login menu

Activation
Tap User login in the main menu The user interface for user login and logout is displayed
Short description
Figure 16: 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 61
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Basic operation | User interface
1 2

6.8.7 Settings menu

Activation
Tap Settings in the main menu The user interface for the product settings is displayed
Short description
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Figure 17: 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 343
The product provides various authorization levels that grant the user full or restricted access to management and operation functionality.
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Basic operation | User interface

6.8.8 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: "QUADRA-CHEK 2000 – switch-on and switch-off", Page 60 Further information: "Cleaning the screen", Page 392
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 Manual measuring function

With the Manual measuring function, you can perform the following operations on a feature:
Measure, i.e. create from acquired measuring points Construct, i.e. create from existing features
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For a detailed description of the individual activities, please refer to the "Measuring" chapter and to the following chapters.
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Basic operation | Manual measuring function

6.9.1 Measuring features

To measure a contour, such as a circle, acquire measuring points distributed on the contour. Depending on the type of geometry selected, a certain number of measuring points must be acquired. The positions of these measuring points refer to the coordinate system selected on the product. The product calculates a new feature from the acquired measuring points (point cloud).
To acquire measuring points manually, e.g. by using crosshairs at the measuring microscope or profile projector, proceed as follows:
Tap Measure in the main menu
Select Manual measuring in the function palette
Select the desired geometry in the geometry palette e.g.
Circle
On the measuring machine, move to the desired position on the measured object
To acquire the measuring point, tap Enter in the Inspector
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A new feature is added to the feature list. The symbol of the feature corresponds to the selected geometry
The number of acquired measuring points is shown next to the symbol
Move to next measuring point To acquire the measuring point, tap Enter in the Inspector To acquire more measuring points, repeat these steps When the minimum number of measuring points for the
selected geometry has been reached, the Finish button appears in the new feature
Tap Finish to complete the measuring point acquisition The feature is calculated based on the acquired measuring
points The measurement result preview appears

6.9.2 Measurement with a sensor

For measuring point acquisition, you can use an OED sensor on the measuring machine, such as an optical waveguide (QUADRA-CHEK 2000 OED software option).
Once a sensor is activated, the associated measuring tools (tool palette) are available.

6.9.3 Controls for measuring with an OED sensor

Prerequisites
The OED sensor has been activated (software option)
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Crosshair
OED
Auto OED
Basic operation | Manual measuring function
Overview of the OED measuring tools
If an OED sensor is activated, the tool palette includes the following measuring tools.
Symbol Measuring tool Functions and characteristics
Crosshair Manual acquisition of single measuring
points No automatic acquisition of light-to-dark
transitions
OED Active measuring tool
Acquisition of light-to-dark transitions Buffering of a single measuring point
(manual confirmation required)
If the OED sensor traverses an edge, a measuring point is buffered in the clipboard. If the OED sensor traverses a further edge, the buffered measuring point is overwritten. By tapping Enter, the previ­ously buffered measuring point is added to the feature calculation.
Auto OED Active measuring tool
Automatic acquisition of measuring points, e.g. on circles and circular arcs
Acquisition of light-to-dark transitions
If the OED sensor traverses an edge, a measuring point is automatically acquired and added to the feature calculation.
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Basic operation | Manual measuring function
Configuring OED measuring tools
In the Measuring tool settings dialog, you can adjust the contrast settings and the OED offset settings using a teach sequence. These settings apply to all OED measuring tools, regardless of which measuring tool was selected for the teach sequence. All changes are transferred to the Settings menu.
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Figure 18: Measuring tool settings dialog for OED measuring tools
In the quick access menu, select the magnification that is set on the measuring machine
In the tool palette, select any desired OED measuring tool, e.g. Auto OED
The Measuring tool settings dialog shows the available parameters
Determine the desired parameters during the teach sequence
Tap Close to close the dialog The parameters are saved for the selected magnification Repeat this procedure for all available magnifications
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Basic operation | Manual measuring function
Operating element
Meaning
OED contrast teach sequence
Starts the teach sequence for adjusting the contrast settings to the current light conditions
Further information: "Adjusting the contrast settings",
Page 135
OED threshold teach sequence
Starts the teach sequence for adjusting the threshold settings for edge detection
Further information: "Adjusting the threshold settings",
Page 136
OED offset teach sequence
Starts the teach sequence for determining the offset between the crosshairs and the OED sensor
Further information: "Configuring offset settings",
Page 136
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Basic operation | The Define function
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2
3

6.10 The Define function

Activation
Tap Measure in the main menu
Select Define in the function palette
The controls and input fields of the Define function are displayed
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Figure 19: The Define function with circle geometry
1
Display of the geometry
2
Feature list in the Inspector
3
Input fields for the geometry parameters
4
Geometry parameters
For a detailed description of the individual activities, please refer to the "Measuring" chapter and to the following chapters.
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X
R
R
Basic operation | Position display

6.11 Position display

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

6.11.1 Operating elements of the position display

Symbol Meaning
Axis key
Axis key functions:
Tapping the axis key: Opens the position value input field
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

6.12 Customizing the workspace

In the Measure menu, you can enlarge the workspace by hiding the main menu, the submenu, or the Inspector. In addition, there are several ways to customize the features view.
Activation
Tap Measure in the main menu The user interface for measuring, constructing, and defining
is displayed

6.12.1 Hiding and showing the main menu and submenu

Tap the tab The main menu is hidden Tap the tab again The submenu is hidden The arrow changes direction To show the submenu, tap the tab
To show the main menu, tap the tab again

6.12.2 Hiding or displaying the Inspector

The Inspector can only be hidden when using the Manual measuring function.
Tap the tab The Inspector is hidden The arrow changes direction To display the Inspector, tap the tab
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Basic operation | Working in the features view

6.13 Working in the features view

The Manual measuring function is available in the features view. In the features view, you can do the following:
Customize the view Select or deselect features Add annotations to features Show or hide annotations
Activation
Tap Measure in the main menu The user interface for measuring, constructing, and defining
is displayed In the Inspector, tap Features preview The features view is displayed in the workspace The current content of the workspace is displayed in the
Inspector
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Figure 20: Workspace with features view

6.13.1 Resizing the features view

Zoom to all Zoom to
selection
Depending on the area available for the workspace, the controls may be grouped.
To display all controls, tap Zoom functions
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Magnify graphic
Reduce graphic
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Basic operation | Working in the features view

6.13.2 Selecting or deselecting features

To select a feature, tap it in the features view The selected feature is displayed in green in the features view and in the
feature list To add more features to the selection, tap them To deselect a feature, tap it again
You can construct a new feature from the selected features, e.g. by moving or copying them.
Further information: "Constructing features", Page 232

6.13.3 Editing annotations

You can add an annotation to every feature in the features view, e.g. measurement information or informational texts.
Figure 21: Feature with annotations in the features view
1
Edit annotations operating element
2
Operating elements for adding remarks to one or more features
The operating elements for adding annotations are displayed if the edit mode for annotations is activated and if at least one feature is selected in the feature list. The available operating elements depend on the geometry type of the selected feature.
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Basic operation | Working in the features view
Edit annotations
Control activates the edit mode for annotations
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Coordinate value X
Angle Starting
Surface Circumfer-
Display annotations
Coordinate value Y
angle
ence
This control shows or hides stored annotations; the control is only displayed in the workspace while the editing mode is deactivated
Coordinate system
End angle Length Width
Form deviation
Radius Diameter
Note

6.14 Using the Inspector

The Inspector is only available in the Measure menu.
Activation
Tap Measure in the main menu The user interface for measuring, constructing, and defining
is displayed
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Basic operation | Using the Inspector

6.14.1 Controls of the Inspector

The Inspector contains the following areas and controls:
Control Function
Quick access menu
The quick access menu displays the current settings for manual measuring, constructing, and defining:
Unit for linear values (Millimeters or Inch) Magnification used Type of measuring point acquisition (automatic or
manual) Coordinate system used To adjust the settings of the quick access menu, tap the
quick access menu
Further information: "Adjusting settings in the quick
access menu", Page 87
Position preview
The position preview displays the current axis positions. If no reference mark search has been performed, the axis positions are displayed in red.
Further information: "Conducting the reference mark
search", Page 179
To display the position preview in the workspace, tap the Position preview
The position display is now shown in the workspace The current content of the workspace is displayed in the
Inspector
Features preview
The features preview displays a reduced view of the measured, constructed, and defined features.
To display the features view in the workspace, tap the
Features preview
The features view is now shown in the workspace The current content of the workspace is displayed in the
Inspector
Further information: "Working in the features view",
Page 81
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Basic operation | Using the Inspector
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Control Function
Feature list
The feature list lists all measured, constructed, or defined features. The feature list provides the following information:
1: Feature with symbol, name, and consecutive number 2: Function that was used for creating the feature
Symbol Meaning
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Measured feature
Constructed feature
Defined feature
3: Completes the measuring point acquisition 4: Number of measuring points that have been acquired 5: Newly acquired feature with symbol
Each feature contains details on the measurement results as well as selectable tolerances.
To display the measured values and adjust the tolerances, drag a feature into the workspace
The Details dialog with its Overview and Tolerance tabs opens in the workspace
Further information: "Measurement evaluation",
Page 276
Further information: "Defining tolerances", Page 281
To select or deselect features, tap the features one after another
The selected features are highlighted in green To delete a feature, drag the feature to the right and out
of the Inspector
Measurement result preview
After completion of a measurement process, the measure­ment result preview appears in the workspace and displays information about the measured feature. For each geome­try type, it is possible to define the parameters to be displayed in the measurement result preview. Which parameters are available depends on the specific geometry type.
Further information: "Configuring the measurement result
preview", Page 166 You can send contents from the measurement result
preview to a computer via the RS-232 interface.
Further information: "Configuring the measured value
output", Page 168
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Basic operation | Using the Inspector
Control Function
Program step list
The program step list shows all actions that occur during the measurement. It is displayed instead of the feature list in the Inspector.
The program steps can be combined and saved as a measuring program.
Further information: "Programming", Page 311
Auxiliary functions
The auxiliary functions include the following:
Switching the display between feature list and program step list
Creating, saving, and opening a program Calling the program control in the workspace Opening and saving a coordinate system Deleting selected features or all features from the
feature list
Further information: "Adjusting the auxiliary functions of
the Inspector", Page 89
Feature selection
Multiple selection of features of the same geometry type
Tap Feature selection To select all features of a geometry type in the feature
list, tap the desired geometry type Confirm with OK The selected features are highlighted in green
Enter
Acquisition of measuring points with the following options:
If measuring point acquisition is deactivated, then the measuring points will be acquired manually
If automatic measuring point acquisition is active, then a red dot will be shown in the control. The measuring points will be acquired after expiration of the set dead time
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Basic operation | Using the Inspector

6.14.2 Adjusting settings in the quick access menu

In 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) Type of coordinate system Type of measuring point acquisition Dead time for automatic measuring point acquisition Selection of the coordinate system Automatic generation of coordinate systems
If an OED sensor is active (software option), the following additional settings are available:
Selection of magnification
The available functions depend on the configuration of the product and of the enabled software options.
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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
Selecting the type of coordinate system
Depending on the measuring task, you can set the coordinate system (Cartesian or Polar) in the Inspector's quick access menu.
Tap the Quick access menu in the Inspector
Select the desired Type of coordinate system
Tap Close to close the quick access menu
The positions are displayed in the position preview according to the selected coordinate system
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Basic operation | Using the Inspector
Setting automatic measuring point acquisition
You can acquire measuring points automatically or manually one at a time. The automatic acquisition (auto enter) function automatically enters the measuring points as soon as the measuring tool has remained at a standstill above the measuring point for a short period of time. You can activate or deactivate this function, and set the standstill time ("timeout").
Tap the Quick access menu in the Inspector
Activate or deactivate Auto enter
When Auto enter is active, a red dot is shown in the Enter button
Set the Auto enter timeout in ms (150 ms to 10 000 ms) As soon as the measuring tool has remained at a standstill
above a measuring point for longer than the selected period of time, the measuring tool automatically enters one or more measuring points
Tap Close to close the quick access menu
The manual or auto status is indicated in the quick access menu
Selecting the coordinate system
The currently selected coordinate system is displayed in the quick access menu. The selected coordinate system will be assigned to new features. You can switch between coordinate systems in the quick access menu.
By default, the measuring plate coordinate system named World is used. If you determine a new zero point or acquire a reference feature, the device changes to the temporary coordinate system named Temp. If you rename the coordinate system, its new name is displayed in the quick access menu so that you can assign it to the desired features.
Tap the Quick access menu in the Inspector
Select the desired Coordinate system
Tap Close to close the quick access menu The currently selected coordinate system is displayed in the
quick access menu The position display always references the selected
coordinate system The selected coordinate system will be assigned to new
features
Further information: "Working with coordinate systems", Page 267
Creating a coordinate system automatically
If you activate the Create coordinate system automatically setting and then determine a new zero point, the device switches over to the new coordinate system named COSx (x = sequential number).
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Tap the Quick access menu in the Inspector
Use the ON/OFF slider to activate the Create coordinate system automatically function
Tap Close to close the quick access menu
Further information: "Working with coordinate systems", Page 267
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Basic operation | Using the Inspector
Selecting the magnification
If an optical sensor is activated, then you can take the optical magnification of the measured object into account. To do this, select in the quick access menu the magnification suited to the optics. The number of available magnification levels depends on the configuration of the measuring machine.
The optical magnification must match the magnification that is set in the product.
Tap the Quick access menu in the Inspector Select the desired magnification so that it corresponds to the
optics Tap Close to close the quick access menu
The selected magnification is displayed in the quick access
menu
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6.14.3 Adjusting the auxiliary functions of the Inspector

Switching between feature list and program step list
The feature list shows the acquired features whereas the program step list shows the program steps of the measuring program.
Tap Auxiliary functions in the Inspector
Select the Feature list or Program step list display Activating the program step list also activates the display of
the program control in the workspace Tap Close to close the auxiliary functions
Further information: "Programming", Page 311
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Basic operation | Using the Inspector
Creating, saving and opening a measuring program
With the auxiliary functions of the Inspector, you can:
Create a new measuring program Save acquired features as a measuring program Open a saved measuring program Show the program control
Creating a measuring program
Tap Auxiliary functions in the Inspector
To create a new measuring program, tap New
Tap OK in the dialog A new measuring program is created The auxiliary functions are closed
Saving a measuring program
Tap Auxiliary functions in the Inspector
To save acquired features as a measuring program, tap Save
as
In the dialog, select the storage location, e.g. Internal/Programs
Tap the input field Enter a name for the measuring program Confirm your input with RET
Tap Save as The measuring program is saved The auxiliary functions are closed
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Basic operation | Using the Inspector
Opening a measuring program
Tap Auxiliary functions in the Inspector
To open a measuring program, tap Open
If you open a measuring program, then the current measuring program will be closed. All unsaved changes in the current measuring program will be lost.
Further information: "Saving a measuring program",
Page 211
Confirm the message with OK
The Internal/Programs folder is now displayed Navigate to storage location of the measuring program Tap the name of the measuring program Tap Select The user interface for measuring, constructing and defining
appears The program step list containing the program steps of the
measuring program is displayed The selected measuring program is displayed on the program
control
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Save any changes made to the current measuring program before opening another measuring program
Displaying the program control
Tap Auxiliary functions in the Inspector
To display the program control in the workspace, tap Control The program control is displayed Tap Close to close the auxiliary functions
Further information: "Programming", Page 311
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Basic operation | Using the Inspector
Saving and opening a coordinate system
With the auxiliary functions of the Inspector, you can:
Save a user-defined coordinate system as a 5RF file Open a saved coordinate system
Further information: "Working with coordinate systems", Page 267
Saving a coordinate system
In the quick access menu, select the user-defined coordinate system
Tap Auxiliary functions in the Inspector
Tap Save as In the dialog, select the storage location, e.g.
Internal/Programs Tap the input field Enter the file name Confirm your input with RET
Tap Save as The coordinate system is saved
Opening a coordinate system
Tap Auxiliary functions in the Inspector
Tap Open In the dialog, select the storage location, e.g.
Internal/Programs Tap the desired file Confirm your input with Select The new coordinate system is displayed in the quick access
menu
Deleting features
With the auxiliary functions of the Inspector, you can delete multiple features simultaneously.
Select the features in the feature list Tap Auxiliary functions in the Inspector To delete the selected features from the feature list, tap
Delete selection
To delete all features from the feature list, tap Delete all
Reference features, such as a zero point, alignment, or reference plane, cannot be deleted as long as other features are referenced to them.
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Tap Close to close the auxiliary functions
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Basic operation | Using the Inspector
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2
3

6.14.4 Expanding the feature list or program step list

If the feature list or program step list includes at least one feature or program step, it can be expanded.
Tap the switch The feature list or program step list is expanded The lower switch is displayed in green Tap the switch The previous view will be restored The upper switch is displayed in green

6.15 Messages and audio feedback

6.15.1 Messages

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Figure 22: 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, uncompleted processes, or successfully completed
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measuring programs. 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
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Basic operation | Messages and audio feedback
Resizing the display area
To enlarge the message display area, drag the handle down
To make the message display area smaller, drag the handle up
To close the display area, drag the handle up out of the screen
The number of unclosed messages is indicated in Messages
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
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Basic operation | Messages and audio feedback
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6.15.2 Wizard

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Figure 23: Display of messages in the wizard
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 controls provided by the wizard depend on the work step or process:

6.15.3 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 348
To return to the last working step or repeat the process, tap
Undo
To confirm the displayed working step, tap Confirm The wizard proceeds to the next step or concludes the
process
Tap Close to close the wizard
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7

Commissioning

Page 98
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 387
Make sure that you have read and understood the "Basic operation" chapter before carrying out the actions described below.
Further information: "Basic operation", Page 55
The following steps must be performed only by qualified personnel.
Further information: "Personnel qualification", Page 29

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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Commissioning | Logging in for commissioning

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 381
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 80 Further information: "Activating the reference mark search", Page 107
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7.2.3 Setting the language

The user interface language is English. You can change to another language, if desired.
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 from 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

The following commissioning steps build on each other.
To correctly commission the product, make sure to perform the steps in the order described here
Prerequisite: You are logged on as a user of the OEM type (see "Logging in for
commissioning", Page 98).
Basic settings
Setting the date and time Setting the units of measure Activating the Software options
Configuring the axes
For EnDat interfaces:
Configuring axes for encoders with EnDat interface
Performing error compensation for linear encoders
Ascertaining the line count per revolution
For 1 Vpp- or 11 μAss interfaces:
Activating the reference mark search
Configuring the axes for encoders with a 1 Vpp or 11
µAss interface
Performing error compensation for linear encoders
Ascertaining the line count per revolution
For TTL interfaces:
Activating the reference mark search
Configuring axes for encoders with TTL interface
Performing error compensation for linear encoders
Ascertaining the output signals per revolution
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