Siemens SINUMERIK 840Di sl, SINUMERIK 840D sl, SINUMERIK 840Di, SIMATIC S7-300, SIMATIC S7-400 Function Manual

...
Preface
SINUMERIK 840Di sl/840D sl SINUMERIK 840Di/840D SIMATIC S7-300/S7-400

ePS Network Services

Function Manual
Introduction
Machine information
Setting up functions
Organizational tasks
Management
1
2
3
4
5
6
Applies to:
Software Version ePS Network Services 4.7
Establishing a connection and diagnostics
Appendix
7
A
Release 12/2008
SINUMERIK® Documentation
Printing history
Brief details of this edition and previous editions are listed below.
The status of each edition is shown by the code in the "Remarks" column.
Status codes in the "Remarks" columns:
A .... New documentation.
B .... Unrevised reprint with new Order No.
C .... Revised edition with new status.
Release Order no. Remark
12/2008 -- C
08/2008 -- C
11/2007 -- C
04/2007 -- C
11/2006 -- C
08/2006 -- C
04/2006 -- C
11/2005 -- C
Registered Trademarks
All designations with the trademark symbol ® are registered trademarks of Siemens AG. Other designations in this documentation may be trademarks whose use by third parties for their own purposes can violate the rights of the owner.
Exclusion of Liability
We have checked that the contents of this document correspond to the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions.
Siemens AG Industry Sector P.O. Box 3180 91050 Erlangen
GERMANY
Copyright © Siemens AG 2008 Subject to change without prior notice.
12/2008 Preface

Preface

SINUMERIK documentation
The SINUMERIK documentation is available in three versions:
General documentation
User documentation
Manufacturer/service documentation
A monthly overview of publications with the available languages is available on the Internet at:
http://www.siemens.com/motioncontrol
Follow menu items "Support" "Technical Documentation" "Ordering Documentation" "Printed Documentation".
The Internet version of the DOConCD (DOConWEB) is available at:
http://www.automation.siemens.com/doconweb
Information about training courses and FAQs (frequently asked questions) are available on the Internet under:
http://www.siemens.com/motioncontrol
Target group
This publication is intended for project engineers, programmers, technologists (of machine manufacturers), and system startup engineers (of systems/machines).
Use
The Function Manual describes the functions so that the target group is familiar with and can select them. It provides the target group with the information required to implement the functions.
Utilization phase: Planning and configuration phase, implementation phase, setup and commissioning phase
, under the menu item "Support".
Standard scope
This documentation only describes the functionality of the standard version. Additi­ons or revisions made by the machine tool manufacturer are documented by the machine tool manufacturer.
Other functions not described in this documentation might be executable in the control. This does not, however, represent an obligation to supply such functions with a new control or when servicing.
© Siemens AG 2008 All Rights Reserved ePS Network Services, Function Manual (FH) - Release 12/2008
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Preface 12/2008
Further, for the sake of simplicity, this documentation does not contain all detailed information about all types of the product and cannot cover every conceivable case of installation, operation, or maintenance.
Questions about this document
If you have any queries (suggestions, corrections) in relation to this documentation, please fax or e-mail us:
Fax +49 9131 98 2176 E-mail mailto:docu.motioncontrol@siemens.com
A fax form is available at the end of this document.
SINUMERIK Internet address
http://www.siemens.com/sinumerik
Technical Support
If you have any technical questions, please contact our hotline:
Europe/Africa
Phone
Fax
Internet
America
Phone
Fax
E-mail
Asia/Pacific
Phone
Fax
E-mail
Note
Country-specific telephone numbers for technical support are provided under the following Internet address: http://www.siemens.com/automation/service&support
+49 180 5050 222 +49 180 5050 223
http://www.siemens.com/automation/support-request
+1 423 262 2522 +1 423 262 2200
techsupport.sea@siemens.com
+86 1064 719 990 +86 1064 747 474
techsupport.asia@siemens.com
Calls are subject to charge, e.g. 0.14 €/min. on the German landline network. Tariffs of other phone providers may differ.
© Siemens AG 2008 All Rights Reserved
iv ePS Network Services, Function Manual (FH) - Release 12/2008
12/2008 Preface
EC declaration of conformity
The EC Declaration of Conformity for the EMC Directive can be found on the Inter­net at: http://support.automation.siemens.com
or under the Order No. 15257461 or at the relevant branch office of the A&D MC Division of Siemens AG.
Safety information
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. Notices referring to your personal safety are highlighted in the manual by a safety alert symbol; notices referring to property damage only have no safety alert symbol. Depending on the hazard level, warnings are indicated in a descending order as follows:
!
!
!
Danger
Indicates that death or serious injury will result if proper precautions are not taken.
Warning
Indicates that death or serious injury may result if proper precautions are not taken.
Caution
(With warning triangle) Indicates that slight personal injury may result if proper precautions are not taken.
Caution
(Without warning triangle) Indicates that property damage may result if proper precautions are not taken.
© Siemens AG 2008 All Rights Reserved ePS Network Services, Function Manual (FH) - Release 12/2008
Notice
Indicates that an unwanted result or situation may result if the appropriate advice is not taken into account.
In the event of a number of levels of danger prevailing simultaneously, the warning corresponding to the highest level of danger is always used. A warning with a warning triangle indicating risk of physical injury may also include a warning of the risk of damage to property.
v
Preface 12/2008
Qualified persons
The associated device/system must only be set up and operated using this docu­mentation. Commissioning and operation of a device/system may only be per­formed by qualified personnel. Within the context of the safety notes in this docu­mentation qualified persons are defined as persons who are authorized to commis­sion, ground and label devices, systems and circuits in accordance with estab­lished safety practices and standards.
Intended purpose
Please observe the following:
!
Warning
Siemens products must only be used for the applications specified in the catalog and in the technical documentation. If third-party products and components are used, they must be recommended or approved by Siemens.
To ensure trouble-free and safe operation of the products, they must be appropri­ately transported, stored, assembled, installed, commissioned, operated and maintained. The permissible ambient conditions must be adhered to. The notes in the associated documentation must be complied with.
© Siemens AG 2008 All Rights Reserved
vi ePS Network Services, Function Manual (FH) - Release 12/2008
12/2008 Contents

Contents

1 Introduction ...............................................................................................1-11
1.1 Overview of ePS Network Services Documentation................................1-11
1.2 Overview of functions ..............................................................................1-12
1.3 Operating concept ...................................................................................1-14
2 Maschine information...............................................................................2-19
2.1 Machine overview ....................................................................................2-19
2.1.1 Current control software .......................................................................2-20
2.1.2 Machine events – List view...................................................................2-20
2.1.3 Machine events – Detailed view ...........................................................2-23
2.1.4 Evaluation of workflow actions..............................................................2-24
2.1.5 Evaluation of diagnostics data..............................................................2-25
2.2 Variable monitors - Measurements and measurement series.................2-34
2.2.1 Visualization on the Internet PC ...........................................................2-34
2.2.2 Operating diagrams ..............................................................................2-37
2.2.3 Control elements of the diagrams for individual measurements ..........2-41
2.2.4 Circularity test .......................................................................................2-43
2.2.5 Equability test........................................................................................2-44
2.2.6 Universal axis test.................................................................................2-46
2.2.7 Variable monitors..................................................................................2-47
2.3 Test series on the machine......................................................................2-50
2.3.1 Performing measurement series...........................................................2-50
2.3.2 Requirements for performing the test...................................................2-51
2.3.3 Prolog and epilog program for a measurement....................................2-53
2.3.4 Program example .................................................................................2-56
2.3.5 Commissioning measurements ............................................................2-60
2.3.6 Release protocol between PLC and ePS system.................................2-60
2.3.7 Contour test ..........................................................................................2-61
2.4 Maintenance ............................................................................................2-62
2.5 Remote access ........................................................................................2-64
2.5.1 Remote access functions......................................................................2-64
2.5.2 Functions of a service session..............................................................2-65
2.5.3 Starting a service session.....................................................................2-66
2.5.4 Example of a session via remote access .............................................2-69
2.5.5 Granting permission to execute functions ............................................2-70
2.5.6 Setting up a service conference call.....................................................2-74
2.5.7 Remote control via the keyboard..........................................................2-77
3 Setting up functions .................................................................................3-79
3.1 Maintenance ............................................................................................3-81
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3.1.1 Creating maintenance schedules .........................................................3-81
3.1.2 Configuring variable monitors...............................................................3-85
3.2 Configuring measurements and measurement series.............................3-92
3.2.1 Circularity test .......................................................................................3-92
3.2.2 Equability test........................................................................................3-94
3.2.3 Universal axis test.................................................................................3-95
3.2.4 Performing test series...........................................................................3-97
3.3 ePS variables...........................................................................................3-98
3.3.1 ePS variables – List view......................................................................3-98
3.3.2 ePS variables – Detailed view ..............................................................3-100
3.4 Fault services...........................................................................................3-101
3.4.1 Control monitors – List view..................................................................3-101
3.4.2 Control monitors – Detailed view..........................................................3-105
3.4.3 Machine triggers and server triggers ....................................................3-108
3.4.4 Machine trigger on "alarm group" .........................................................3-109
3.4.5 Machine trigger on "PLC variable"........................................................3-111
3.4.6 Machine trigger for "PLC timeout trigger" .............................................3-115
3.4.7 Machine trigger on "new value of ePS variable"...................................3-117
3.4.8 Combined machine trigger on "alarm group" AND "PLC variable".......3-120
3.4.9 Machine trigger for "Time-based trigger"..............................................3-121
3.4.10 Trigger on "Fault message at HMI/PC" ..............................................3-125
3.4.11 Server trigger on "Measurement series reaches limit value"..............3-126
3.4.12 Server trigger on "Maintenance jobs due" ..........................................3-127
3.4.13 Server trigger on "Variable monitor reaches limit value" ....................3-128
3.4.14 Cyclic server trigger for variable monitors ..........................................3-130
3.4.15 Workflow actions.................................................................................3-135
3.4.16 Diagnostic actions...............................................................................3-138
3.5 Global settings .........................................................................................3-148
3.5.1 Setting the notification limit...................................................................3-148
3.5.2 PLC and NC settings ............................................................................3-148
3.6 Copying....................................................................................................3-152
3.6.1 Functions from other machines ............................................................3-152
3.6.2 Copying functions to multiple machines ...............................................3-157
3.7 Client/server communication ...................................................................3-160
3.7.1 Synchronization times...........................................................................3-160
3.7.2 Offline synchronization .........................................................................3-161
3.7.3 Monitoring ePS services .......................................................................3-164
4 Organizational tasks.................................................................................4-165
4.1 Maintenance ............................................................................................4-165
4.1.1 Selecting a maintenance job on a machine..........................................4-168
4.1.2 Opening a maintenance job (PC) .........................................................4-171
4.1.3 Executing/closing a maintenance job (HMI) .........................................4-174
4.2 Service cases...........................................................................................4-178
4.2.1 Service cases - List view ......................................................................4-179
4.2.2 Service cases – Detailed view ..............................................................4-181
4.2.3 Requesting fault processing at the HMI................................................4-184
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12/2008 Contents
5 Statistics/export........................................................................................5-187
5.1 Multi-machine views ................................................................................5-188
5.1.1 Multi-machine events............................................................................5-188
5.1.2 Summary of machine events ................................................................5-193
5.1.3 Measurement series .............................................................................5-198
5.1.4 Reports .................................................................................................5-203
5.2 Import.......................................................................................................5-210
5.2.1 Active import processes........................................................................5-211
5.2.2 Importing a file ......................................................................................5-212
5.2.3 Importing a directory (requires ActiveX) ...............................................5-212
5.3 Export.......................................................................................................5-213
5.4 Overviews ................................................................................................5-214
5.4.1 Synchronization overview.....................................................................5-214
6 Management ..............................................................................................6-215
6.1 Organization management ......................................................................6-215
6.1.1 Addresses.............................................................................................6-216
6.1.2 Users.....................................................................................................6-217
6.1.3 Machines...............................................................................................6-218
6.1.4 Editing the master data of a machine ...................................................6-221
6.1.5 Creating a machine in the form of a copy.............................................6-225
6.1.6 Organizational data...............................................................................6-233
6.1.7 Download areas....................................................................................6-236
6.2 Personal settings .....................................................................................6-238
7 Establishing a connection and diagnostics...........................................7-239
7.1 Connecting a machine to the HMI ...........................................................7-239
7.1.1 Uploading an alarm model....................................................................7-243
7.1.2 Synchronizing the machine...................................................................7-244
7.1.3 Disconnecting the machine (at HMI and PC) .......................................7-245
7.1.4 Repetition strategy................................................................................7-248
7.1.5 Editing the prolog and epilog program..................................................7-249
7.2 Cooperation areas ...................................................................................7-250
7.2.1 Releasing a machine to an organization ..............................................7-251
7.2.2 Machines in a cooperation area............................................................7-253
7.3 Client diagnostics.....................................................................................7-255
7.3.1 Components of client diagnostics.........................................................7-256
7.3.2 Performing a diagnostics session.........................................................7-258
7.3.3 Other functions .....................................................................................7-259
7.4 Configuring 1:N connections....................................................................7-260
© Siemens AG 2008 All Rights Reserved ePS Network Services, Function Manual (FH) - Release 12/2008
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A Appendix ...................................................................................................A-263
A.1 Useful functions of the various device classes........................................A-263
A.2 Functions of the various roles (privilege matrix)......................................A-266
A.3 References ..............................................................................................A-268
I Index.............................................................................................................I-269
© Siemens AG 2008 All Rights Reserved
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12/2008 1 Introduction
1.1 Overview of ePS Network Services Documentation
1

1 Introduction

1.1 Overview of ePS Network Services Documentation

Document class Content Valid for
Configuring Manual Documentation for commissioning ePS
Network Services in machines and systems
Function Manual Documentation of all functions that can
be performed via the server UI and
how to use them. Readme Release notes V4.7 12/2008 Software Installation
Manual Operating Manual Information for machine operators V4.3 11/2006
ePS Client powerline V04.03.03 02/2008
V4.7 12/2008
V4.7 12/2008
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1 Introduction 12/2008

1.2 Overview of functions

1.2 Overview of functions
What are ePS Network Services ?
The ePS Network Services support machine tool manufacturers and manufacturing companies with maintenance and services. This is carried out using software services that are available on a CNC control, S7 control, IPC or standard PC.
This requires both a control on the machine that complies with the specifications, and Internet access.
The ePS Network Services include:
Remote access
Remote access to the control via a secure Internet infrastructure. This service permits remote access to the control.
Desktop control
File transfer
Chat
Video ...
Control monitor services
Recording of events in a history and documentation of the current status of the control at this point. This allows the status of the device to be analyzed and compared with earlier states should a fault occur.
The current status of the machine is documented using the following events and data:
Alarms, PLC events, time intervals, combinations of machine signals
Limit value violation and time delay violation from condition monitoring
Series of measurements/tests and operating performance monitors
Manual help request by the machine operator in the event of faults
HMI action log, machine data, NC status data
PLC trace, PLC data blocks
Certain files (e.g. log files) of the control
Condition monitoring services
Measurement and documentation of the current machine status on the basis of predefined, standardized tests and continuous recording of status characteristics (traverse path, traverse time and traverse operations for one axis). The test parameters can be defined centrally and configured with appropriate warning limits. Using series of measurements, it is also possible to identify trends and apply them as a basis for optimizing maintenance and service activities.
The machine operator can then carry out these predefined tests quickly and easily and without additional test equipment.
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12/2008 1 Introduction
1.2 Overview of functions
The following tests and monitors are available:
Circularity test
Equability test
Universal axis test
Variable monitor (NC variable, PLC variable, freely addressable variable)
Data services
Save the current control archives (NCK and PLC archives) on the ePS Server. In the event of faults, they can be reimported into the controller in a controlled manner and used as reference for comparisons of control monitors.
Workflow services
Triggering of service and maintenance processes by notification via media that are internal and external to the system (SMS, e-mail, service cases). Planning, monitoring, and documentation of maintenance activities on the machine.
Maintenance schedules support you in the following tasks:
"Look Ahead" maintenance relating to load and usage (see: Control monitors
with machine and service triggers)
Automated triggering of operating sequences when faults are detected (see:
Maintenance schedules, maintenance jobs, fault help requests, and service cases).
Planning condition monitors in terms of dates and content, and monitoring
their processing (see: Maintenance schedules, maintenance jobs and control monitors)
The Workflow Services can respond to all event sources of the Control Monitor Services and Condition Monitor Services.
Administration services
Functions for the administration of the system:
Creation and administration of machines
Creation and administration of users
Assignment of access rights for external organizations
Access to use data / invoices
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1 Introduction 12/2008

1.3 Operating concept

1.3 Operating concept
Overview
The functions of the ePS Network Services are divided into five main categories which can be reached via tabs. The "Machine information" and "Set up functions" tabs always apply to the selected machine.
Fig. 1-1: Basic principle of operation
Note
The availability of each function to the machine operator in each of the various roles is described in the Appendix.
Please see the descriptions in each section for details of the functions.
Tab / Section Description
Machine information
Setting up functions
The "Machine information" tab contains important information on a particular selected machine.
It is divided into the following areas:
Machine overview
Maintenance
Fault services
Remote access
The "Set up functions" tab allows you to make all the settings that apply to a particular selected machine.
It is divided into the following areas:
Maintenance
Fault services
Global settings
Copying function settings
Client/server communication
ACTION
ACTION
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12/2008 1 Introduction
1.3 Operating concept
Organizational tasks
The "Organizational tasks" tab contains functions and services that apply to all
ACTION
machines of an organization. It is divided into the following areas:
Maintenance jobs
Service cases
Statistics/export The "Import/Export" tab contains
ACTION functions and services that apply to all machines of an organization.
It is divided into the following areas:
Multi-machine views
Import
Export
Overviews
Management The "Administration" tab contains
ACTION functions and services that apply to the settings of an organization.
It is divided into the following areas:
Organization management
Personal settings
Select machine All machine-related views and
ACTION configurations require a machine or machine group to be selected.
The menu for selecting a machine or machine group is displayed again with the setting of the last use.
Help Brings up the Help menu with
ACTION descriptions of ePS Network Services.
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1.3 Operating concept
Select machine
The window that appears with the Select machine tab allows you to display, search for, and filter machines and machine groups.
Fig. 1-2: Filtering machines
Field Content Type
Free text filter Use the +- symbol to open and close the
free text filter dialog box.
Select - All
Select - Machine ID
In the selection window, you can preselect master data information for filtering.
TOGGLE
ACTION
SELECTION
DISPLAY
Select - Manufacturer
number
Select - Internal name
Select - Manufacturer name
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12/2008 1 Introduction
1.3 Operating concept
Field Content Type
Enter - Text field for partial
text recognition
To further limit machine selection, you can enter one or more partial texts
INPUT
DISPLAY separated by commas to restrict the
filter results.
Master data Use the +- symbol to open and close the
dialog box.
Active machines
Inactive machines
Connected machines
Under Master data, you can select or clear additional limiting filter conditions according to current information about the status of the machines.
TOGGLE
ACTION
TOGGLE
SELECT
DISPLAY
Disconnected machines
Own machines
External machines
SINUMERIK
S7
Version 3
Version 4
IPC
Select all
Manufacturer Use the +- symbol to open and close the
dialog box.
No data
All manufacturers documented in the master data are available for filter selection.
TOGGLE
ACTION
TOGGLE
SELECT
DISPLAY
Select all
Customers Use the +- symbol to open and close the
dialog box.
No data
All customers documented in the master data are available for filter selection.
TOGGLE
ACTION
TOGGLE
SELECT
DISPLAY
Select all
All machines All machines in the list can be selected
or cleared at the same time. All machines selected here can be
TOGGLE
SELECTION
DISPLAY selected as a group.
Partner for external
machines
Partner for own machines
As a subgroup of All machines, you can choose between Released by me or Released for me.
Filter Updates the current display to these
TOGGLE
SELECTION
DISPLAY
ACTION filter conditions based upon the entries and selections you have made.
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1.3 Operating concept
Field Content Type
Select group All machines with a check mark set for
all machines or manually for individual machines in the list can be defined as a group.
This group will be used in all menus for views and functions with multiple machines.
ACTION
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12/2008 2 Maschine information
2.1 Machine overview
2

2 Maschine information

2.1 Machine overview

Overview
Machine events in the machine information:
The machine events of an individual machine can be viewed in the same way as the multi-machine events (see Section 5.1 "Multi-machine views") and always refer to the selected machine only.
Machine information
Machine overview
Current control software
Machine events Time series (measurement series and variable monitors)
Maintenance
Maintenance jobs
Fault services
Report fault
Remote access
Executing remote access
Teleconference link
Using remote access
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2.1 Machine overview

2.1.1 Current control software

Description of functions
In the Machine information area under Current Control Software, you can view all versions of the software packages currently installed on the control
Fig. 2-1: Control software
Function Description
Current control software
Displays the installed software version: The display depends on the device class.

2.1.2 Machine events – List view

Description of functions
Under Machine events in the Machine information area, you can view events for the selected machine in list format. Examples:
Events from Control Monitor Services
- Alarm or PLC events
- Fault processing request
- Cyclic events (time trigger)
Events that have been configured by control monitors with the identification "Without entry in the machine events" do not generate an entry, and their details cannot be viewed either.
Events from condition monitor services
- Exceeded interval limits of variable monitors
- Limit value violation for measurement series / test series
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2.1 Machine overview
System events
- NC/PLC archives created
- Service sessions performed
For each event, you can view additional diagnostic information or triggered workflow services and evaluate them (in some cases graphically):
Workflow services elements
- Transmitted notifications (SMS / e-mail)
- Generated maintenance jobs
- Service cases
Diagnostics data
- Files
- HMI action log
- Machine data or NC status data
- PLC traces or PLC data blocks
- Variable monitors
To ascertain differences between machine data, NC status data, and data of the HMI action log, you can compare this data with data of the same type for several events on the same machine.
Fig. 2-2: Machine events - List view
Function Description
Time frame The following time periods are available:
Total lifetime
Last year
Last six months
Last three months
Last month
Last week Last day
or
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2.1 Machine overview
Function Description
User-definable period
From date to date
Press "Filter" to activate the period setting.
Filter events You can filter events according to their properties.
Various filter criteria are available:
Filter according to type of event (alarm, PLC, time
trigger, trigger from performance monitors, etc.)
Filter according to type of diagnostics data (e.g. files,
PLC Traces)
Filter according to type of triggered Workflow
Services Elements (e.g. maintenance jobs)
Filter according to event priority
Filter according to time periods (e.g. today, this
week, from/to)
Note:
The filter can be hidden to make it easier to evaluate the event history at lower screen resolutions. However, the filter settings still remain active.
Find events You can browse events using a free text search. The
search is applied to the "Designation" and "Details" fields.
Note:
Localized alarm texts of the machine loaded into the ePS server are also found, even if another language is currently set on your workstation (browser).
Open event You can open the detail view of events, for example, to
view and compare diagnostics data.
Sort events You can sort events according to time stamp (date),
designation or priority.
Note:
If the list of events has already been reduced by filtering and/or a search, the reduced list is sorted.
Delete event
Delete several events
You can delete individual events.
You can delete several events simultaneously:
Click the check box in the "Select all" header,
followed by the "Delete" button.
Select individual entries using the check boxes in the
line and then click the "Delete" button.
Note:
You can select events in the control monitor services to be "not deletable" (e.g. for verification purpose). You cannot remove these from the list!
Notice:
Diagnostics data generated with an event are also deleted; however, triggered Workflow Services Elements (e.g. maintenance jobs) are not deleted!
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12/2008 2 Maschine information
2.1 Machine overview

2.1.3 Machine events – Detailed view

Description of functions
In the detailed view of an event you can view detailed information about a trigger event and the diagnostics data and triggered workflow service elements it generates.
The detailed view of an event is divided into three areas:
Trigger
Workflow actions: Opening displayed actions
(maintenance job, notification)
Diagnostics data: Opening displayed actions
The visualization is performed analogous to the configuration of a control monitor except for the restricted editing functions.
Fig. 2-3: Machine events - Detailed view
Note
The detailed information displayed for a particular event depends on the event type. The timestamp is displayed for all event types.
The time stamp is based on the time set on the machine, in order to achieve a true-to-life time-based payment for the event.
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2.1 Machine overview

2.1.4 Evaluation of workflow actions

Description of functions
To view notifications, you can jump directly from the evaluation of one diagnostics data item to another, if it belongs to the same event.
Fig. 2-4: Display of completed workflow actions
Function Description
View workflow element You can view workflow elements in detail. The
workflow element will open, but it will not be possible to edit it (e.g. maintenance job).
Note:
Notifications and maintenance jobs cannot be edited.
Delete workflow element You cannot delete workflow elements retroactively
from events that have already occurred, since these show the documentation history.
Note:
Notifications, maintenance jobs and service cases cannot be deleted.
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2.1 Machine overview

2.1.5 Evaluation of diagnostics data

Description of functions
ePS Network Services offers evaluation tools for data acquired from the actions. These are either a text viewer (e.g. for machine data) or contain graphic views (e.g. PLC trace). A comparison tool is available for the machine data, NC status data, and HMI action log data types of diagnostics data. You can switch directly between different diagnostics data records of an event.
The following evaluation tools are available for the various diagnostics data:
Viewing file lists
Viewing HMI action log
Viewing machine data
Viewing NC status data
Viewing PLC trace (The view can be configured and offers evaluation
functions.)
Viewing PLC data block/list
Visualize variable monitors
Fig. 2-5: Display of recorded diagnostics data
Function Description
Diagnostics data You can switch directly from viewing data for one
action to viewing data for another, provided that it belongs to the same machine event.
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File list
The files uploaded from the control with a particular event can be displayed in the Browser or in another application, or stored on a data carrier.
Fig. 2-6: List of uploaded files
Function Description
Display/save file You can open a file in either a separate browser
window or another application. Alternatively, you can save the file to a data carrier.
Note: The type of display depends on the data type and the applications installed on your system. Pure text or HTML documents are displayed in a separate browser window. Applications registered in the operating system are usually opened directly. You must save any files with unregistered data types and open them manually with your application.
FileDelete You cannot delete individual files from machine
events; it is only possible to delete the entire event entry.
Note: Deleting individual details from an event constitutes illegal manipulation of the archived document.
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HMI action log
An HMI action log uploaded with an event can be displayed in the browser and compared with other HMI action logs.
Fig. 2-7: HMI action log display
Function Description
Display the HMI action log
Compare HMI action logs
Delete HMI action log You cannot delete individual HMI action log files from
You can display and evaluate the content of an HMI action log in a text window.
Note: The content of the HMI action log is defined via local settings on the control (see Section 3.4 "Global settings"). The time stamp of the recorded information is generated from the PLC clock at the time of its occurrence.
You can compare the HMI action log currently selected with another. For this purpose, the system provides a list of all the HMI action logs available for the currently selected machine.
The HMI action logs are displayed in two horizontally adjacent windows and can be compared with each other. The event is displayed for each HMI action log, together with the event details and time stamp.
machine events; it is only possible to delete the entire event entry.
Note: Deleting individual details from an event constitutes illegal manipulation of the archived document.
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2.1 Machine overview
Machine data
Machine data uploaded with an event can be displayed in the browser and compared with other machine data.
Fig. 2-8: Machine data display
Function Description
Machine dataDisplay You can display and evaluate the content of the
machine data in a table. You can select which channel you want to view machine data for.
Note: Machine data without a channel reference is displayed in the first channel. The machine data generated with control monitor services does not include any drive machine data.
Compare machine data You can compare the machine data record currently
selected with another. The system offers you a list of all available machine data records of the currently selected machine. The machine data values are displayed side by side for each machine data item. Any machine data items with different values in the original data record and the data record you are comparing with is highlighted. The event is displayed for each machine data record, together with the event details and time stamp.
It is only possible to display differences. The system then hides all machine data with identical values in the original data record and data record being compared.
Note: Drive machine data is not compared.
Delete machine data You cannot delete individual machine data record files
from machine events; it is only possible to delete the entire event entry.
Note: Deleting individual details from an event constitutes illegal manipulation of the archived document.
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NC status data
NC status data uploaded with an event can be displayed in the browser and compared with other NC status data.
Fig. 2-9: NC status data display
Function Description
Display NC status data You can display and evaluate the content of the NC
status data in a table and evaluate it.
Notice:
The NC status data reproduces the status of the relevant NC variables after an event occurs. For some events (e.g. RESET alarms) there is a danger of misinterpretation as the event itself influences the variable value (example: pointer to current block is reset by alarm).
Compare NC status data You can compare the NC status data record currently
selected with another data record. The system offers you a list of all available NC status data records of the currently selected machine. The values of the NC status data records are listed next to each other by variable for comparison purposes. Any variable with different values in the original data record and the data record you are comparing is highlighted. The event is displayed for each NC status data record, together with the event details and time stamp.
It is only possible to display differences. The system then hides all variables with identical values in the original data record and data record being compared.
Delete NC status data You cannot delete individual NC status data items
from machine events; it is only possible to delete the entire event entry.
Note: Deleting individual details from an event constitutes
illegal manipulation of the archived document.
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2.1 Machine overview
PLC trace
PLC trace data created with an event can be displayed in the browser and evaluated with graphical tools. Signal curves can be checked by displaying variable values in the graphical display, setting markers, and zooming.
Fig. 2-10: PLC trace display as diagram
Function Description
Change to As this menu is a detail of the machine events,
Display The PLC trace is displayed for all configured
+ / Opening and closing of the details for:
PLC trace: Showing/hiding variables
and several details may exist for the event, you can quickly change to other existing diagnostics data of the event via a menu.
variables in the specified format. The signal triggering the recording is displayed
and selected as 0 cycle / 0 time. Display updates the display with the predefined
details for the PLC trace.
Recordings
Display options
Variables
Showing/hiding the graph of the variable in the display: For a clearer view, variables can be hidden in the display in order that individual variable configurations can be viewed.
Type Format of the variables.
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Function Description
Unit Dimension of evaluated variable values
(e.g. °C).
Conversion of display scaling
Evaluation of variable values for the dimension adjustment, linearly through two defined value assignments.
The variables can be scaled linearly via two defined points for the display (e.g. byte value 16 corresponds to 20 °C, byte value 128 corresponds to 90 °C).
Bits Display of a variable in byte format; not as a
value, but individually as a binary signal for each selected bit. Variables configured as byte can also be displayed as individual bits (BOOL). If not all of the individual bits are required in the view, they can be specifically selected for the display.
Variable display: Changing the sequence
The sequence of the variables can be changed so that they can be compared directly next to each other.
PLC trace: Time/cycles display The horizontal axis is always displayed with a
millisecond specification for each cycle. This can be changed to the cycle number, each calculated with the starting point 0 from the trigger.
Display options PLC trace diagrams can be displayed in a
default setting that can be evaluated on every monitor.
A complete recording can be displayed in a compressed format, by means of a zoom setting in a single view. However, this may result in a loss of information. Every detail is displayed in an optimized compressed display, but in the smallest possible view. The minimum level of precision that can be set for the graph view is the pixel level, but marking should allow a cycle level of precision to be set dynamically.
Diagram/table A graphical or tabular display of the variable
values can be selected.
PLC trace: Data display Horizontal/vertical
The display of the data table can be changed from a horizontal (time/cycle axis) to a vertical (variable axis) view.
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Function Description
PLC trace: Markings Markings can be set in the PLC trace display
that are used for the difference calculation and display of the current values.
The markings are retained when using the zoom function. Depending on the resolution, they can be positioned on a cycle-specific basis; the minimum level of precision that can be set is the pixel level, where all cycles appear between the markings.
PLC trace: Data export
PLC trace: Printing data
PLC trace: representation
The PLC trace data can be exported as a file for further processing.
The PLC trace data can be printed on an installed printer.
The window for the PLC trace display can be maximized/minimized.
Fig. 2-11: PLC trace values displayed vertically
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Fig. 2-12: PLC trace values displayed horizontally
PLC traces uploaded with an event can be displayed in the browser and evaluated with graphical tools. Incorrect signal curves can easily be found by displaying variable values in the graphical display, setting markers, and zooming.
PLC data blocks/list
PLC data blocks uploaded from the control on an event can be saved to a data carrier.
Fig. 2-13: PLC data block display
Function Description
Save PLC data block You can save a PLC data block to an external
Delete PLC data block You cannot delete individual PLC data blocks
data carrier.
from machine events; it is only possible to delete the entire event entry.
Note: Deleting individual details from an event constitutes illegal manipulation of the archived document.
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2.2 Variable monitors - Measurements and measurement series

Variable monitors
The data of a variable monitor saved with a machine event can be displayed.
Fig. 2-14: Variable monitor data
Function Description
Open variable monitor You can open the variable monitor and display
the variations with time of all the recorded
monitor data. Delete variable monitor data from the event
You cannot delete individual variable monitor
data from machine events; it is only possible to
delete the entire event entry.
Note:
Deleting individual details from an event
constitutes illegal manipulation of the archived
document.
2.2 Variable monitors - Measurements and measurement series

2.2.1 Visualization on the Internet PC

Description of functions
The performance and status of a machine and its modules can be analyzed with measurements and measurement series that have been performed on the machine. This includes measurement curves generated from the measurements and characteristics, as well as additional information about the measurement result. Trend curves can be generated from characteristics in measurement series. The machine operator can use the measurement results to make an analysis at a later point, while away from the machine. Status changes can be derived from the trend curves. Limit values will show whether any maintenance work is necessary at an early stage.
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Selection and filter area
Fig. 2-15: Overview of the time series for the machine selected
Function Description
Select the time series The measurement series can be selected from
the machine axes in the selection tree. It is possible to select several measurement series.
Select individual measurements This function displays a table for the axis
concerned containing all the measurements that do not belong to a measurement series. Several measurements for the display can be selected in the table.
Display The "Display" function shows the selected
measurement series in diagrams.
Filter time series
Test types:
Equability test Circularity test
This function opens the menu for the purpose of filtering the measurement series displayed in the selection. Measurement series can be filtered according to the type of measurement series.
Universal axis test
Filter The "Filter" function causes the selected filter
setting to take effect.
Show/hide filter areas This function shows or hides the entire filter
area.
Displaying diagrams of the selected time series
If the user clicks the "Display" text button under the time series selection tree, the graphs for the selected time series are displayed.
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2.2 Variable monitors - Measurements and measurement series
Displaying the measurement results
You can view measurement results both on the machine operator panel and on the PC. Trend curves produced by measurement series can only be viewed on the PC.
The warning and critical limits of the characteristics can give the machine operator evaluation information about how far the qualitative state of the machine is from the limit criterion.
Fig. 2-16: Examples of time series
The trend curve can be generated from the measuring type-specific characteristics (characteristic over time) by cyclic repetition of individual measurements. This is used in particular as a basis for condition-oriented maintenance. For this, measurement series can be generated based on existing individual measurements. This ensures that the measurement series is based on the same measurement.
Measurement series are used as the basis for condition-oriented maintenance because the trend curve and the limit values provide a basis for planning maintenance activities.
How each test is conducted is described in Section 2.3 Test series on the machine.
The machine operator can view the measurement results on the operator panel of the machine and on the PC. Trend curves derived from measurement series can only be viewed by the operator on the PC.
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2.2 Variable monitors - Measurements and measurement series
Individual measurements for an axis
Measurements that are not generated by the measurement series are displayed in a table. The measurements to be displayed can be selected in this table. Several measurements can be selected.
Fig. 2-17: Table of individual measurements
Displaying individual measurements
The "Display table of individual measurements" function opens each of the individual measurements selected in a separate diagram.

2.2.2 Operating diagrams

General control elements
Function Description
Minimize diagram Reduces the diagram so that only the header line
Restore diagram Restores the minimized diagram to its standard
Maximize diagram Magnifies the diagram so that it fills the entire
Close diagram Closes the diagram Setting and displaying
markings
is visible.
size.
diagram space.
A pair of markings can be set in the diagram. Left­click to set the first marking. Move the cursor without pressing any buttons to position the second marking, and then left-click. The markings can be reset if you wish.
The markings are deleted by means of the "Delete markings" function in the "Display" menu.
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2.2 Variable monitors - Measurements and measurement series
Function Description
Display in new diagram If the user clicks the "Display in new diagram"
button on the right-hand side next to the drop­down list box, a new diagram of the same type will be displayed below the diagram that is already shown.
The regenerated diagram assumes all of the
display properties of the original diagram (characteristic selected, markings, display, selection and sequence of time series, etc.), with the exception of its scale. In a new diagram, the scale is always set to Auto/Auto.
Export diagram The data points represented in the diagram are
saved in a CSV file.
Changing the characteristic
Fig. 2-18: Drop-down list box for circularity test characteristics
The drop-down list box contains the list of characteristics for each test type. If the user selects a characteristic, the diagram that has been displayed up to this point will be replaced by the time series diagram for the characteristic selected.
"Actions" menu
Entries menu
Warm boot Regenerates the diagram. All parameters A table containing the parameters for all of the
Fig. 2-19: Parameters for all measurement series
measurement series shown in the diagram is displayed.
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2.2 Variable monitors - Measurements and measurement series
"Display" menu
The display settings of the diagram may be controlled using this menu.
Entries menu
Display all data Displays the complete progression over time of
the time series Between the markings Displays the time domain between the two
markings Last month | | | Last year Back to previous zoom Generates the diagram with the previous zoom
Time-based distribution The horizontal axis represents the time. The
Equal distribution The measured values are distributed equally
Delete markings Removes the markings from the diagram.
These options are used to select the zoom
factor. When the zoom level is changed, the
diagram is regenerated to reflect this; however,
all of the other settings (in particular, the
markings) remain the same.
setting
measuring points are plotted along this
according to their date.
across the X axis; it is not possible to draw any
further conclusions about the time of the
measurement from the points on the X axis.
List of machines and time series with control elements
Fig. 2-20: Displaying/hiding individual measurement series
Function Description
Hide measurement series This function removes the measurement series
graph from the diagram. The diagram is redrawn, which involves recalculating the scale.
Display limit values This function plots the limit values of the selected
measurement series in a line in the diagram. If the limit values are outside the range of values displayed, an icon indicating this will appear.
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2.2 Variable monitors - Measurements and measurement series
Context menu of the time series diagram
If the user points the cursor to an individual measuring point within the time series in the diagram and right-clicks, a context menu containing actions relating to that measuring point appears. The functions executed via the context menu relate to either the entire measurement range to which the measuring point belongs (i.e. the measurement range and the measurement), or simply the measurement represented by the data point.
Entries menu
Measurement series comment Displays the measurement series comment. This
can be changed and saved. Save graphic
Measurement/measurement series parameters
Supplementary conditions for measurement
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Entries menu
Characteristic/limit values measurement
Measurement comment
Display measurement Displays a diagram with the individual
measurement selected below the time series
diagram shown.

2.2.3 Control elements of the diagrams for individual measurements

Fig. 2-21: Header line for individual measurement diagram
Changing the diagram type
The drop-down list box contains the list of diagram types that are available for each type of test. If the user clicks a name of a type of diagram, it replaces the type that has been displayed up until this point.
New type of diagram in a separate diagram
If the user clicks the "Display in new diagram" button on the right-hand side next to the drop-down list box of diagram types, a new diagram of the same type will be displayed below the diagram that is already shown.
The new diagram adopts all of the display characteristics of the original diagram (markings, zoom, etc.), with the exception of the scale. The scale of a cloned diagram is always Auto/Auto.
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2.2 Variable monitors - Measurements and measurement series
Where individual measurement diagrams are concerned, the "Actions" menu and context menu have the same options:
Entries menu
Parameters Shows the pop-up window with the list of measurement
parameters. The same pop-up window can be opened from the context of the time series.
Supplementary condi­tions
Shows the pop-up window with the list of measurement
parameters. Comment Pop-up with measurement comment Scaling Setting for the diagram scale (for the equability test
only). In the case of the diagrams for the circularity test
and universal axis test, the "Actions" menu does not
contain "Scaling".
Scaling for the equability test
Fig. 2-22: Scaling for the equability test
"Display" menu
This menu is only available for the individual measurement diagram of the equability test.
Entries menu
All without ramps Displays the entire measuring range, but without
the acceleration ramps
All with ramps Displays the entire measuring range, including
the acceleration ramps
Between the markings Adjusts the zoom factor of the diagram at the
area between the markings. This function assumes that both of the markings have been set.
Navigating to previous/next measurement
The two buttons for this function can be used to navigate to the previous or next measurement of the measurement series in question.
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2.2 Variable monitors - Measurements and measurement series
Displaying the characteristics and limit values
Fig. 2-23: Table of characteristics and limit values

2.2.4 Circularity test

Description of functions
The circularity test produces a polar plot of the circular path and circularity-specific characteristics:
Characteristic Meaning
Circular deviation The circular deviation is measured on the basis of
ISO 230-4 as difference between the maximum and
minimum radius at movement of a circle in one direction.
A value is calculated for each direction of movement.
Circular hysteresis As defined in ISO 230-4 the circular hysteresis is
determined by establishing the maximum difference of
measured radii on an angular position between the two
directions of movement.
The measurement type-relevant parameters are also specified. The goal is to test the drive dynamics and accuracy of the two axes involved.
Fig. 2-24: Measuring result of a circularity test
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2.2 Variable monitors - Measurements and measurement series

2.2.5 Equability test

Description of functions
The equability test result returns the torque/force measurement curve over the axis position and various torque characteristics. The characteristics are determined for each direction of movement separately. If nothing else is described for the characteristics, the characteristics refer to the position range without the acceleration and braking ramps.
Characteristic Meaning
Maximum torque The maximum returns the maximum torque in the
measured position range. With torque characteristics with linear trend, the proportion the trend is computed for determining the maximum torque.
Minimum torque The minimum returns the minimum torque in the
measured position range. With torque characteristics with linear trend, the proportion of the trend is computed for determining the minimum torque.
Average torque The characteristic returns the mean torque in the
measured position range with the configured speed. Independently of the direction, a larger value always corresponds to a larger torque in the direction of movement.
Standard deviation The characteristic represents the standard deviation of
the torque characteristic in the measured position range at the configured speed. With torque characteristics with a linear trend, the proportion of the trend is eliminated from the standard deviation.
Increase in the linear trend of torque characteristic
Maximum torque of the acceleration ramp
The characteristic indicates the increase in the change to the torque at position changes.
The characteristic indicates the maximum torque which is run in the acceleration ramp.
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2.2 Variable monitors - Measurements and measurement series
For axes that also have a direct measuring system the overall rigidity curve over the axis position is also displayed. The rigidity is determined independently of the direction. The following rigidity characteristics are calculated:
Characteristic Meaning
Maximum rigidity The characteristic returns the maximum rigidity
value via the rigidity characteristic in the measured position range at the configured speed.
Minimum rigidity The characteristic returns the minimum rigidity value
via the rigidity characteristic in the measured position range at the configured speed.
Average rigidity For calculating the characteristic, the mean rigidity
value is determined in the measured position range at the configured speed.
Standard deviation of the rigidity
For calculating the characteristic, the standard deviation of the rigidity is determined in the measured position range at the configured speed.
The equability test notifies the machine operator of faults and interference resistances from feed axis elements. The curve of the recorded values indicates at which axis position the disturbance is located. A trend analysis of the characteristics will indicate any change in the status of the drive train.
Fig. 2-25: Measurement results of an equability test
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2.2 Variable monitors - Measurements and measurement series

2.2.6 Universal axis test

Description of functions
With the universal axis test different characteristics are calculated which describe the mechanical properties of an axis.
Characteristic Meaning
Residual torque (Res) This characteristic is not supported. Coulomb friction (Coul) The Coulomb friction describes the proportion of the
friction which is independent of the speed. Mixed friction (Mix) This characteristic is not supported. Viscous friction (Visc) This characteristic describes the proportion of the
friction which increases linear to the speed Moment of inertia (Inr) The characteristic describes the entire moment of
inertia that needs to be moved by the electrical
drive. This includes the moment of inertia of the
motor. Torque offset (Const) With axes which are pretensioned in one direction
(e.g. vertical axes) the characteristic indicates the
torque required for compensating for this pretension. Coherence (K) The coherence indicates how much a model
parameterized with the calculated characteristics
can simulate the measured torque characteristics. Circular deviation (G) The characteristic describes the maximum position
deviation with axis movement on the basis of a
velocity profile. The calculation of the characteristic
is based on ISO 230-4 as is the case with the
circularity test.
The measurement type-relevant parameters are also specified.
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2.2 Variable monitors - Measurements and measurement series
Fig. 2-26: Time series for a universal axis test

2.2.7 Variable monitors

Description of functions
Variable monitors enable the recording in the control of changes over time of any status data. The variable monitors are essentially for long-term recording in slow data recording cycles (as opposed to the PLC trace).
Up to 32 variables can be recorded in a common cycle in a variable monitor. The PLC variables recorded can be from the PLC environment: inputs, outputs, counters, flags, and any data addresses in PLC blocks. From the NC environment, they can be machine data, setting data, system variables and others.
The variables recorded can be scaled and assigned freely definable units. Individual variables of a variable monitor can be identified as counting variables (e.g. workpiece counters). These variables can be used in the configuration of interval triggers to trigger recurring actions after a certain number of counting units have elapsed. Counting variables are counted up monotonically. Resetting of the variables in the control is compensated for by the system because the count is resumed on the basis of the last value before reset.
Limit values can be configured for each variable for automatic monitoring of the state. Actions can be triggered when limit values are violated. This is the same as described for the control monitors.
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2.2 Variable monitors - Measurements and measurement series
Selection and filter area
Fig. 2-27: Select variable monitors
Displaying diagrams of the selected variables
To display variables in a diagram, select them in the selection area. Activate the "Display" field to display all selected variables in one common diagram in graphs. Any variables from different variable monitors can be displayed together in one diagram. If you select additional variables and activate the "Display" button, a new diagram is created which displays the newly selected variables. Any number of diagrams can be generated.
Operating diagrams
The diagrams for displaying variable monitors are operated in the same way as the diagrams for displaying measurement series. Some of the available functions may differ slightly due to the differences between measurement series and variable monitors. These differences are described in more detail in the following sections.
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List of displayed variable monitors and variables with control elements
Fig. 2-28: List of displayed variables
Function Description
Hide variable monitor This function removes all variable monitor graphs
from the diagram. The diagram is redrawn, which involves recalculating the scale.
Hide variable This function removes the variable graph from the
diagram. The diagram is redrawn, which involves recalculating the scale.
Display limit values This function plots the limit values of the selected
variable in a line in the diagram. If the limit values are outside the range of values displayed, an icon indicating this will appear.
"Actions" menu
Entries menu
Warm boot Regenerates the diagram. Variable details A table is displayed showing detail information
about the displayed variables.
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2.3 Test series on the machine

2.3 Test series on the machine

2.3.1 Performing measurement series

Perform measurement
The following alternatives are available for performing measurements on the machine:
Performing a single measurement with manual entry of parameters before
performing the actual test
Performance of a single measurement as the repetition of an existing
measurement without changing the parameters
Performance of a further measurement as part of a series of measurements,
based on the parameters predefined in the measurement series
Performance of a measurement of a measurement series prescribed by a
maintenance job
Performance of measurements configured in a test series
Performance of measurements in a test series by means of a maintenance job
Performance of measurements in a test series without a machine operator, by
means of a maintenance job under the control of the PLC.
Availability and privileges
Measurements, measurement series, and test series can only be performed on the operator panel. The authorization required to perform measurements, measurement series, and test series is described in detail in the Appendix.
Measurement sequence
The sequence is performed as follows independently of the different types of execution and type of test:
Machine operator selects measurement, measurement series, or test series
Confirmation of the parameters of the measurement and display of the
measurement series contained in the test series
A contour test to check collision can be performed before the actual
measurement
Check release by the PLC
Machine operator sets AUTO mode and feedrate override to 100% on the
control
Machine operator presses NC START on the control
Perform machine-specific prolog of the measurement movement
Perform the measurement movement with data recording
Perform machine-specific epilog of the measurement movement
Result display
Save the result
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Notice
Please observe the information on the operator panel!

2.3.2 Requirements for performing the test

Requirements on the control
When making measurements, the machine axes must be moved with precisely the motion profile that is defined in the NC program. In addition, it must also be guaranteed that the motion is also executed in the machine coordinates. The following functions in the NCK could be problematical when carrying out measurements (sample selection):
Asynchronous subprograms
Static synchronized actions
Coupled axes
Kinematic transformations
Superimposed (overlaid) motion, such as DRF, external work offset
Tool length compensation
Functions, that influence the velocity, such as G95
Functions that change the position, such as DIAMON
Axis replacement/geometry axis replacement
Axis is passed over to the PLC (PLC axis)
The NC program for performing the measurement does not affect the functions listed above. Only the zero offsets are disabled and the offset produced by DRF and external zero point offset is compensated statically, i.e. the value is corrected by the value that applies at the beginning of the measurement.
Orientation transformations are a special case. It is possible to execute measurements with the geometry axes when transformation is active. However, the offset of the geometry axis coordinates produced by the orientation axes is not compensated for. It is therefore advisable to deactivate transformation.
Couplings between axes should be separated before the measurement movement (e.g. in the prolog program). The NC program of the ePS system does not separate couplings. The ePS system assumes that it is possible to load, select, and start an NC program (with subroutines) downloaded from the ePS system on the machine in a particular channel. For machines where the PLC prevents the machine operator from selecting or starting any NC program, the PLC can communicate with the ePS system via DB10.DBB90 or DBB91.
Machine data must be set in the control to acquire data for the condition monitoring measurements. Not only Trace Server machine data but also MD 36730: DRIVE_SIGNAL_TRACKING must be set.
Drives that are linked via Profibus must be handled differently. Here the Profibus configuration must be changed so that the torque values can be transmitted to the control cyclically.
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Prerequisites of the machine
The measurements for condition monitoring assume that the machine axes can be traversed separately with precisely the motion profile that is defined by the NC program for performing the measurements.
Machine designs with parallel kinematics, for example, that do not allow this are not suitable for condition monitoring by ePS Network Services.
Note
Axes that can only be programmed as positioning axes can only undergo the synchronized axis test. The circularity test or universal axis test cannot be performed on these axes.
NC programs are downloaded to the control to carry out the axis tests. There must be approximately 100 KB free NC program memory available.
A variable $AC_MARKER is used for executing the NC programs. You can configure the variable index. The default setting for the index is value 5. You must ensure that the $AC_MARKER variable of the configured index is not used by other control functions.
Note
The ePS system does not check whether the configured $AC_MARKER variable is also used by other control functions.
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2.3.3 Prolog and epilog program for a measurement

Description of functions
To prepare the control making it suitable for the test, an NC program that has been specially adapted to the machine by the machine manufacturer or end user is executed at the beginning of the test. This means that machine settings can be specifically changed so that the test can be performed (example: Disabling transformations and couplings, resetting pre-set G codes).
Suitable programming of the prolog and epilog program can influence how the test is performed. When a test series is carried out, individual measurement series can only be hidden under the tested conditions (e.g. due to a risk of collision).
The prolog and epilog program is reloaded into the control with name "N_EPS_PROLOGEPILOG_SPF" every time a test is run. The NC program editor of the operator panel (=HMI-Advanced) can be used to modify this program.
After the test has been performed, the ePS system automatically checks whether the prolog/epilog program has been changed and, if required by the machine operator, stores it permanently.
Fig. 2-29: Prompt for NC-START
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Fig. 2-30: Saving the prolog/epilog program permanently
Call sequence of the NC programs
The prolog and epilog program is executed before and after each measurement movement. The program is also called at the start of a test series and at the end of a test series.
Example of a call sequence:
Prolog for test series (testType == "FRAME")
Prolog for measurement series1 (testType == "CIRCULARITY") Checking the return parameters Measurement1 Epilog for measurement series1 (testType == "CIRCULARITY")
Prolog for measurement series2 (testType == "EQUABILITY") Checking the return parameters Measurement2 Epilog for measurement series2 (testType == "EQUABILITY")
Prolog for measurement series3 (testType == "UNIVERSAL") Checking the return parameters Measurement3 Epilog for measurement series3 (testType == "UNIVERSAL")
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Prolog for measurement series4 (testType == "CIRCULARITY") Checking the return parameters Measurement4 Epilog for measurement series4 (testType == "CIRCULARITY")
...
Epilog for test series (testType == "FRAME")
testType == "FRAME" marks the call to start and end of the test series. The other parameters with this call are irrelevant. testType == "CIRCULARITY" identifies a circularity test measurement. "EQUABILITY" stands for the equability test and "UNIVERSAL" for the universal axis test.
In the calls placed before and after a measurement, the further call parameters of the program contain the specific information about the measurement in accordance with the table.
Description of the call parameters
All position values refer to the machine coordinate system (MCS).
Equability test Circularity test Universal axis test
ePS_error ePS_errMsg
doProlog
Return parameters (see below)
TRUE = Call as prolog FALSE = Call as epilog
testType
FRAME = Prolog/epilog of the test series (The following parameters are irrelevant.)
testType measSeriesName intParam1
EQUABILITY CIRCULARITY UNIVERSAL Name of the measurement series (in UPPER CASE) Channel axis number
of the traverse axis
Plane selection (1 = G17, 2 = G18,
Channel axis number of the traverse axis
3 = G19)
intParam2
Channel axis number
Reserved Reserved of the measurement axis
intParam3 intParam4 intParam5 intParam6 realParam1
Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Start position 1st center point
Start position coordinate of the circle
realParam2
End position 2nd center point
Maximum position coordinate of the circle
realParam3 realParam4 realParam5
Reserved Circle diameter Reserved Feed Feed Reserved Reserved Reserved Reserved
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Equability test Circularity test Universal axis test
realParam6 axParam1
axParam2
axParam3
Reserved Reserved Reserved Channel axis
(traverse axis) Machine axis
(measurement axis) Machine axis
Channel axis 1 (traverse axis)
Channel axis 2
Channel axis
(traverse axis)
Reserved (traverse axis)
Reserved Reserved
(traverse axis)
axParam4 axParam5 axParam6
Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved Reserved
Description of the return parameters
You can influence the measurement via the return parameters. The return values are always queried after call with doProlog = True and testType = " ", i.e. after the prolog is called for each measurement series. The process then continues accor­ding to the returned values.
Equability test Circularity test Universal axis test
ePS_error
ePS_errMsg
0 = (default setting) execute measurement 1 = Suppress execution of measurement, continue with the next
measurement series. Errors are not displayed. Reserved for future expansions

2.3.4 Program example

Description
Here is a commented example program to illustrate how the prolog and epilog program can be used to prepare the machine specifically for a certain test. The structure of the program is as follows:
Prolog for the test series:
This section of the program is only executed once at the beginning of a test series and also on each single measurement outside a test series. This block contains everything that has to be executed irrespective of the type of test or the axis that is to be measured. For example, in this case G codes that are preset on the machine via machine data (G95, DIAMON, etc.) could be deactivated, the tool could be un­loaded, the workpiece removed, and all axes moved to a safe initial position.
Prolog for each measurement:
This section of the program is executed before each measurement, irrespective of whether the measurement is part of a test series or is performed individually. This block can be used with call parameters to check which axis is to be tested, which test type is to be conducted, and with which parameters the measurement will be performed. For example, when testing certain axes, it may be necessary to move other axes to another position than the basic position, or the starting point for the measurement cannot be approached directly (circularity test). Certain actions could
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also be performed depending on the position range in which the measurement is performed.
When programming axis movements, it is important to ensure that the parameters of a measurement always refer to the machine coordinate system if they represent positions. The example program shows how the axis movement can be offset into the machine coordinate system using the command SUPA.
It is possible to test the name of the measurement series in the program and to execute special functions for a certain measurement series. However, that should be limited to special cases because the parameters of a measurement series can be changed at any time without its name having to be changed.
Epilog for the test series:
This section of the program is only executed once at the end of a test series and also after each single measurement made outside a test series. The actions that are necessary for minimizing the work the machine operator must do in order to resume the machining process after performing measurements should be executed in this block.
Epilog for each measurement:
This section of the program is executed after each measurement, irrespective of whether the measurement is part of a test series or has been performed individually. It is useful for undoing actions performed before the measurement. It may be necessary to move all axes back to their safe initial position.
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PROC EPS_PROLOGEPILOG(BOOL doProlog, ePS_error, ePS_errMsg, STRING[32] testType, STRING[32] measSeriesName, INT intParam1, INT intParam2, INT intParam3, INT intParam4, INT intParam5, INT intParam6, REAL realParam1, REAL realParam2, REAL realParam3, REAL realParam4, REAL realParam5, REAL realParam6, AXIS axParam1, AXIS axParam2, AXIS axParam3, AXIS axParam4, AXIS axParam5, AXIS axParam6)
IF (doProlog == TRUE) MSG("Start of Prolog ... ") IF ( testType == "FRAME") MSG("Frame Prolog ...")
T0 M6 BASIC POSITION TRAFOOF G94 DIAMOF G90 ELSE MSG(testType << " Prolog ...")
IF (axParam1 == C) OR (axParam1 == A)
IF ($AA_IW[Q]!=0) ENDIF ENDIF IF (axParam1 == U) OR
(axParam1 == W) IF ($AA_IW[Q]!=180) ENDIF ENDIF IF (testType == "CIRCULARITY")
G1 F1000 SUPA AX[axParam1]=realParam1
G1 F1000 SUPA AX[axParam2]=realParam2 IF (measSeriesName == "KFT_FFWON") FFWON
ENDIF ENDIF
; start of Prolog - user section start
; Frame prolog user section actions at the start of a test series
; Unload tool ; all axes to safe position ; Deactivate transformation ; for lathes, G95 is often placed in front
; prolog for a specific series of measurements
; handling irrespective of type of measurement
; procedure when measuring specific axes: ; if axis A or C are to be measured, Q must
be set to 0 ; M code for rotation of Q
; if axis U or W are to be measured, Q must be set to 180
; M code for rotation of Q
; specific procedure for circularity test ; actions for all circularity tests: to avoid
collision, the two axes are moved to the circle center one after the other. A particular sequence may be required.
; SUPA, therefore target position in the machine coordinates
; specifically this series of measurements should be performed using the pre-control FFWON
; user DEF area
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IF (testType == "EQUABILITY")
; actions for all equability tests, e.g., approaching the start position
IF ( axParam1 == C ) AND
( realParam1 > 300 ) ePS_error = 1 ENDIF IF (measSeriesName == "")
ENDIF ENDIF IF (testType == "UNIVERSAL")
IF (measSeriesName == "")
ENDIF ENDIF MSG(" ... finished Prolog.") GOTOF PROG_END ELSE MSG("Start of Epilog ... ") IF ( testType == "FRAME") MSG("Frame Epilog ...") ELSE MSG(testType << " Epilog ...")
G90 BASIC POSITION
MSG(" ... finished Epilog.") ENDIF ENDIF
PROG_END: G4 F1 M17
; example of using the return parameter ePS_error
; skip the equability test with the C axis
; specific actions for single series of measurements
; actions for all universal axis tests, e.g. approaching the start position
; specific actions for single series of measurements
; end of Prolog - user section end
; start of Epilog - user section start ; epilog of test series ; frame epilog user section
; Epilog specifically for the last meas. series conducted
; all axes back to safe position after measurement
; end of epilog - user section end
; is required for synchronization
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2.3.5 Commissioning measurements

Description of functions
The prolog and epilog program must be edited in order to perform measurements. If measurements are performed on a machine for the first time, or if the prolog and epilog program has been deleted, then a preconfigured prolog and epilog program takes effect, which prevents the further execution of the NC programs as the NC program code runs in an endless loop. This part of the preconfigured prolog and epilog program must be deleted. A program code adapted to the requirements of the machine must be used for the prolog or epilog.
Fig. 2-31: Prolog and epilog program

2.3.6 Release protocol between PLC and ePS system

Description of functions
Communication is performed between the ePS system and the PLC for the execution of a test. The ePS system signals that a test will be executed with axis movements. The PLC can then put the machine in a suitable state and signals to the ePS system that the test can begin.
The protocol allows test series that are to be carried out with a maintenance schedule to be executed in a fully automatic manner while being monitored by the PLC.
More details are given in /R1/.
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2.3.7 Contour test

Description of functions
A dry run is possible to ensure measurements can safely be performed on the machine. The machine operator has the option of executing a dry run with reduced velocity before beginning the test run configured to a specific type. This allows the operator to test for safety path motions (contour monitoring) of the machine axes to avoid collisions, etc.
Fig. 2-32: Selecting the contour test
Field Description Type
Contour test A contour test can be run to check that the
ACTION measurement part program is collision-free before actual measurement. The contour test can also be carried out with the function "single block execution" active.
Measurement Selection of the "Measurement type" tab. The
ACTION measurement can be performed once the notes have been read and understood.
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2.4 Maintenance

Fig. 2-33: Measurement series of a test series
2.4 Maintenance
Description of functions
Entering via "Machine information" "Maintenance jobs" provides an overview of the jobs that are pending or complete for the single machine that is currently selected.
The overview of the maintenance jobs on the PC (see Section 4.1.1) is used for the following purposes:
Obtaining an overview:
Editing jobs:
Of the jobs that are pending and already complete; progress monitoring, planning service applications.
Automatic editing of controlled maintenance jobs on an individual basis, via control monitors and maintenance schedules
Changes made to the job here are on a one­off basis and do not affect the original maintenance schedules.
Editing maintenance jobs is only possible for new jobs that are not due, open or closed.
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Changing work instructions:
Changing execution time:
Editing comments:
If other tasks that were not known at the time of planning must be completed along with those specified in the maintenance schedule
If you change the work instruction, please note that this is only valid for the selected maintenance job. Any necessary modifications to the underlying maintenance schedule must be made via the "Set up function" menu "Maintenance schedules".
Editing maintenance jobs is only possible for new jobs that are not due, open or closed.
E.g. scheduling tasks that can or should be performed together for the same day
Editing maintenance jobs is only possible for new jobs that are not due, open or closed.
Adding comments for the tasks that have been performed or have not been performed; attaching detailed service report files to the job
Editing comments is only possible for new jobs that are not due, open or closed.
Acknowledging jobs:
Deleting jobs:
The maintenance procedures carried out are acknowledged as OK or Not OK and then closed.
Jobs can be deleted in their entirety.
This does not affect the underlying maintenance schedules and control mechanisms.
Deleting maintenance jobs is only possible for new jobs that are not due, open or closed.
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2.5 Remote access

2.5 Remote access

2.5.1 Remote access functions

Overview
Remote access is an efficient and low-cost way of providing support for machine tools and production equipment via the Internet.
In the event of a fault, the service organization of the machine manufacturer has fast access to important control data and diagnostic functions. In that way, the machine manufacturer or maintenance department of the end user can immediately analyze the current condition of the machine in which a fault occurred.
Remote access avoids time-consuming in-situ service assignments or at least helps prepare for them better. Machine manufacturers can therefore reduce their warranty costs while providing more efficient servicing support for their end users.
Summary of the most important functions
The following functions are available during a link with the machine control. These functions enable diagnostics and fault rectification via the machine control. It is usually up to the service technician to execute the function. The technician can work on all problems via remote access on a PC with a mouse and keyboard.
Function Property Chat
Desktop sharing
Transfer file
Video
Recording and playback
Remote printing
Permits the exchange of text messages with a participant in the service session. Permits the display and remote control of machine control. For security reasons, however, it is not possible to initiate machine movements or to start NC programs. Within the function, areas of the screen can be marked with the Annotate function, which is similar to text marker. Permits the transfer of single or multiple files or directories. Transfer can be from the service PC to the machine control or vice versa. This enables the import of patches to correct errors, for example. The machine control can also be updated quickly. Even complex NC programs can be transferred to the service employee for offline testing or to the service technician for modification via file transfer. Permits the transmission of video images of a webcam to the machine control Enable storage of the entire service session or parts of the service session for training or archiving purposes. Permits the printing on a local printer of the service PC of documents or graphics that are displayed on the control. This also installs the printer driver "Active Touch Document Loader" on the machine control.
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2.5.2 Functions of a service session

Description of functions
The following functions are available during a link with the machine control. These functions enable diagnostics and fault rectification via the machine control. It is usually up to the service technician to execute the function. The technician can work on all problems via remote access on a PC with a mouse and keyboard. Several service employees and specialists can work together in a service session to solve a problem. The service technician who establishes the service session first keeps control of all functions throughout the service session. All other service technicians can only observe what is going on. If necessary, the first service technician can pass on and take back control to or from another service technician within a desktop control session. The entire session can also be passed on to a second service employee.
Function Property
Dialog via text window (Chat)
Remote display of the operator interface HMI (Desktop view)
Remote control of all operating functions (Desktop control)
Data transfer (Transfer file)
Conference link (Transfer session)
You can exchange text messages with the machine operator online via a chat window. The "Chat" function can be started without the need to obtain the machine operator's agreement. The "Desktop view" function is used to observe all operating steps at the operator interface of the machine HMI. That enables you to detect remotely on the service PC which functions are triggered on the control. You can provide the machine operator with instructions using the annotation function. You can use the "Desktop control" function to execute all operating functions of the machine control via remote access. For safety reasons, however, it is not possible to initiate machine movements or to start NC programs. You can use the "Transfer file" function to transfer data between the machine control and your service PC. Data transfer is possible in both directions. Which functions and views of drives are used within data transfer depends on the type of session set. You can use the "Assist online support" function to invite other specialists to join the teleservice session. The person you invite to join a teleservice session that is currently underway has the option of either providing active support or simply participating in the teleservice as an observer.
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Function Property
Remarks (Annotate)
The "Annotate" function provides a kind of marker pen function. You can use this marker pen to give the machine operator instructions within the following functions:
Remote display - application view and
desktop view
Remote control - application control and
desktop control Video transmission from the PC of the service engineer (video session)
You can use the "Show video" function to transfer a video image from your workstation to the machine operator. This can be used to show a
drawing, for example. Remote printing (Remote print)
A special printer can be activated on the control.
If data is output to this printer, it is redirected to
your service PC during an online link. This
enables a printout of important information to be
forwarded to you. The printout is then output on
the printer of the service PC.

2.5.3 Starting a service session

Overview
To open a teleservice session, select main menu item "Machine information" and then menu item "Run teleservice". Go to the "Remote access" section and click on the "Run teleservice" link.
The session ID shown is transferred to the machine operator:
Fig. 2-34: Transfer session ID
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Description of functions
Fig. 2-35: Main menu of a support center session
Registers Content
Tools Selection of functions: chat, video, or file transfer Desktop Selection of functions: desktop control or desktop view Application No longer used starting with ePS Network Services V4.0 Session Selection of functions: transfer session, session options, or end
session
Functions on "Tools"
Function Description
Video This permits the transmission of video images of a webcam
from the service PC to the machine control.
Transfer file Permits the transfer of single or multiple files or directories.
Transfer can be from the service PC to the machine control or vice versa. This enables the import of patches to correct errors, for example. The machine control can also be updated quickly. Even complex NC programs can be transferred to the service employee for offline testing or for modification via file transfer. Which functions (advance or basis file transfer) and views of drives are used within data transfer depends on the type of session set for an organization.
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Function Description
Chat Once initiated, the chat function allows each participant to
send text messages. The participant can choose another participant to whom he/she wishes to send a message; alternatively, he/she can broadcast the message to all service employees who are logged on. The chat function can be started within the menu at any time. For communication with the machine operator, it is advisable to start the chat function before executing the "Desktop control" function or transferring a file.
Note
It is not easy for the machine operator to operate the chat window without a mouse. The machine operator can place the chat window in the background or foreground via softkeys during a desktop control session. The chat window on the machine control is automatically placed in the foreground if a text message is received.
If the machine operator wants to send a text message on his or her own initiative and the chat window is minimized, the operator can place the chat window in the foreground via a softkey.
Functions under the "Desktop" tab
Function Description
Request View Permits display of a machine control:
Within the function, areas of the screen can be selected with the Annotate function, which is similar to a text marker. For safety reasons, however, it is not possible to initiate machine movements or to start NC programs.
Request Control Permits control of a machine control:
Within the function, areas of the screen can be selected with the Annotate function, which is similar to a text marker. For safety reasons, however, it is not possible to initiate machine movements or to start NC programs.
Functions under the "Session" tab
Function Description
Transfer session Transfer session control to another service technician Session options Optimize display of complex graphics End session Ending a service session
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2.5.4 Example of a session via remote access

Prerequisite
The service session has already been established. You want to open a chat session with the machine operator, then control the machine control via the desktop control, transfer data, and record the entire service session.
Starting a chat session
The chat function allows each participant to send text messages once it has been started. The participant can choose the participant to which he or she wants to send a message or broadcast the message to all service technicians who are logged onto the system. The chat function can be started within the menu at any time. For communication with the machine operator, it is advisable to start the chat function before executing the desktop control function or a file transfer.
Procedure
1. To start chatting, click the "Chat" button.
2. Select the recipient. The default setting is "All Participants".
3. Click the "Send" button to send the text message to the participant. You can
optionally use the enter key.
Fig. 2-36: Select recipient
Click the "" button at the top right of the chat window to close the chat. If a participant closes the chat window, the initiator receives a message. The person who closed the Chat window cannot open it again. The initiator must end the chat and restart it to give all participants a chat window again.
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Note
It is not easy for the machine operator to operate the chat window without a mouse. The service technician should therefore minimize the chat window during a desktop control session. The chat window on the machine control is automatically placed in the foreground if a text message is received.
If the machine operator wants to send a text message on his or her own initiative and the chat window is minimized, the operator can place the chat window in the foreground via a softkey.

2.5.5 Granting permission to execute functions

Prerequisite
If you want to take control of the machine control, the machine operator has to grant you permission. The machine operator can grant you permission for the requested "Desktop control" function alone, or for all functions that you may still want to use during the service session. Indicate to the machine operator that it is simpler for both to grant permission for the entire session.
Desktop control
1. Go to the "Desktop" tab and click "Request Desktop Control ..." The following display appears for your information. You can acknowledge it with "OK".
Fig. 2-37: Requesting permission
2. As soon as permission has been granted at the machine end, the window is acknowledged automatically. In this dialog box, the machine operator permits monitoring of the machine control, as well as general execution of all functions without prior confirmation by the machine operator via "Grant Permissions for all actions …".
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The following dialog box is displayed to the machine operator:
Fig. 2-38: Granting permission
Data transfer/"Advanced" transfer file:
3. Go to the "Tools" tab and click "Transfer files" in the menu. The machine operator must agree to this file transfer. Unless the machine operator has granted general permission to execute all functions, he or she must agree to each individual transfer.
This transfer may contain one or more files or a whole directory. Alternatively, you can select the file transfer within the desktop control by clicking on the "Sharing" button top right, upon which the following dialog box opens.
Fig. 2-39: Starting file transfer
Note
It is advisable to perform data transfer at the ePS Network Services display level because there are no HMI headers that reduce the screen content at this point. In the case of file transfer within a desktop control session, both parties can view and operate the file transfer window. If this is not desired or is not permitted, the file transfer should only be started from the menu of the service technician. In this "stand-alone" file transfer, only the service employee has control of the files to be transferred.
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Fig. 2-40: Directory structure
4. Open a directory with a double-click. Click the back arrow to go to the next level up. To select several files, hold the <CTRL> key down during selection.
5. Data transfer is started by clicking the arrow buttons. When data transfer has been started, the progress of transfer is indicated, allowing you to estimate the remaining transfer time.
6. You can end the file transfer with the "X" button.
Fig. 2-41: End file transfer
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Recording a service session
7. Select the "Record Session" button. The "Record Session" dialog box opens. Select the storage location and a file name for the Record File and confirm this name with "Save".
Fig. 2-42: Recorder panel
8. The recorder panel is used to you select the various options and execute actions.
Start recording by clicking the "Record" button.
You can pause recording at any time and then resume it by clicking "Pause".
To end recording, click the "Stop" button.
Ending desktop sharing
9. To cancel or end desktop sharing, click the "Sharing" button at the top right­hand side of the desktop sharing window and select "Stop Desktop Sharing".
Fig. 2-43: "Stop Desktop Sharing"
Selecting screen contents during desktop control
1. To apply annotations or markings to the desktop, click the Sharing button at the top right-hand corner of the Desktop Sharing window and select "Annotation".
Fig. 2-44: "Annotation" toolbar
On the "Annotation" toolbar, the cursor changes shape to a marker pen with which you can select areas of the machine control.
2. To end the "Annotation" function, click the "−" button at the top right-hand corner of the toolbar.
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3. You must then click on the desktop of the machine control with the mouse to get back mouse control.
Ending a service session
4. To end the service session, click the "Leave session" button. Confirm the end of the session by clicking Yes.
Fig. 2-45: Leave session

2.5.6 Setting up a service conference call

Description of functions
Several service employees and specialists can work together in a service session to solve a problem. The service technician who establishes the service session first keeps control of all functions throughout the service session. All other service technicians can only observe what is going on. If necessary, the first service technician can pass on and take back control to or from another service technician within a desktop control session.
The entire session can also be passed on to a second service employee. After that, all functions must be confirmed again by the machine operator.
Example
Participants:
"Service technician 1"
"Service technician 1" opens a "desktop control session" and can execute all functions of the control.
"Service technician 2"
"Service technician 2" is logged on with the name "Support Assist". "Service technicians 2" sees the same content, but cannot execute functions.
(Exception: participating in the chat)
Transferring desktop control to "service technician 2" (Support Assist)
To transfer control, click the "Sharing" button in the top right-hand corner of the Desktop Sharing window and select "Allow to Control Remotely". Click on the participant "Support Assist" (example):
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Fig. 2-46:
Control is transferred to "Service employee 2" for the current desktop control function. He or she can now take over control by clicking on the desktop of the machine control with the mouse. "Service employee 2" can execute the following functions:
Operate the machine control
End desktop control
Exit a service session
Transferring desktop control back from "service technician 2" (Support Assist)
"Service technician 1" can regain control. To transfer control, click the "Sharing" button in the top right-hand corner of the Desktop Sharing window and select "Allow to Control Remotely". Click on the "Support Assist" participant and control is passed back to you.
Fig. 2-47:
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Transfer of the entire service session
If "service employee 1" transfers the entire service session to "service employee 2", "service employee 1" can continue to observe the session or leave the session without closing the entire service session. "Service employee 1" clicks the "Transfer Session" button.
Fig. 2-48:
A selection menu with the name of the other service technicians who are logged onto this session is displayed. "Service technician 1" selects "service technician 2" (example: Support Assist) and acknowledges with OK. From this point on, "service employee 1" can only participate as an observer. All functions are deactivated in his/her menu. "Service employee 2" has taken over the service session completely and can now let "service employees 3, 4, 5", etc., take part in the session. The service session can be transferred any number of times.
Note
Transferring the service session within the desktop view or desktop control terminates the desktop view or desktop control function.
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2.5.7 Remote control via the keyboard

Description of functions
In a service session the special function keys on the operator keyboard can also be operated using the keyboard of the service PC via remote access. The following table shows the keys on the PC to which the horizontal and vertical softkeys and the special keys for the SINUMERIK keyboard are mapped.
Fig. 2-49: Special keys
Key Meaning
Area switchover key You can call the main menu from any operating area by pressing this key. Pressing the key twice in succession changes from the current operating area to the previous one and back again. Etc. key Expansion of the horizontal softkey bar in the same menu.
<Recall> key The <Recall> key goes to the next highest menu. It also closes a window. Machine area key Direct jump to the "Machine" operating area.
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Notes
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3.1 Maintenance
3

3 Setting up functions

Overview
The functions below are set up, defined and executed in the "Set up functions" area for a selected machine and its corresponding maintenance and monitoring:
Setting up functions
Maintenance
Maintenance schedules
Variable monitors
Measuring series
Test series
Prolog and epilog for measurement
ePS variables
Fault services
Control monitors
Global settings
PLC and NC settings
Notification limitation
Copying function settings
Copying function settings
Copying function settings to multiple machines
Client-server communication
[ Display overview ]
Display an overview of all functions set up
Synchronization times
Offline synchronization
Monitoring ePS services
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All functions and user configurations set up
In the overview of configurations, the first column displays the type of configuration; the "Name" column displays the configuration names (arranged alphabetically); the "Required for" column displays other configurations where this subconfiguration is used; and the "Dependent on" column shows which other configurations are used as subconfigurations in this configuration.
A gradual fading is used for configuration names that cannot be displayed in full. The overview can be completely printed out for documentation purposes (printer icon
c ).
The overview can be exported for the purpose of comparing the configurations and names, and can be compared with overview exports of other machines in a spreadsheet program, for example (d icon).
Note
The symbols are only available if a machine is selected.
As soon as a machine is selected, the function for displaying a group-based overview of all the configurations that the user has created for the machine becomes available. If required, the selection for display can be set up in the main functions menu.
d c
Fig. 3-1: Displaying overview
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3.1 Maintenance

3.1 Maintenance

3.1.1 Creating maintenance schedules

Description of functions
The maintenance schedules contain the maintenance-related tasks to be performed on the machine (maintenance, inspection, and servicing).
Maintenance procedures may be logged in the schedule in a purely text-based format; alternatively, "intelligent" maintenance procedures, which automatically determine data via axis tests in order to performing purposeful status-oriented maintenance, may also be logged.
The schedules are activated in a control monitor either on a timer- or event- triggered basis or as a combination of both. The maintenance schedule then becomes a maintenance order and is due for the responsible organization. A schedule always applies to just one machine.
The maintenance jobs are produced on a time-controlled basis, in time intervals, on an event-triggered basis, or in event-triggered intervals. This is executed via the universal trigger of a control monitor.
A maintenance job via a control monitor only becomes pending when the control monitor is initiated, and is then due immediately.
Maintenance schedules can be updated at any time: This only affects maintenance schedules that will be output after the changes have been made, and not those that have already been output. This also applies if a schedule is deleted.
Note
If users are logged on to the control as machine operator, they can process the pending jobs. For machines with version V3, they do not have to be a member of the target organization; for machines of version V4, they require authorization to act as machine operator (MO) for this machine.
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Fig. 3-2: Maintenance schedules - List view
Field Content Type
Search Expandable window for filtering
maintenance schedules
Delete filter
Entries in the search window are deleted,
DISPLAY INPUT
ACTION and all maintenance schedules are displayed unfiltered. The screen remains, but the content is updated.
Filter
Entries in the search window are used for
ACTION filtering, and only the filtered maintenance
schedules are displayed. The screen remains, but the content is updated.
Responsible org. To further limit the maintenance schedule
display, you can set a filter for the
DISPLAY
SELECTION organization responsible for carrying out the
maintenance.
Number of lines The number in the display indicates the
number of lines per screen that can be
DISPLAY
SELECTION shown in this menu. You can select up to
200 lines. A scroll bar will then be displayed on the screen.
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Field Content Type
Maintenance schedules
"Create new" icon
Screen changes to an empty
ACTION
maintenance schedule menu for creating a new schedule.
"Edit" icon
Screen changes to an existing
ACTION
maintenance schedule menu for editing.
Name
"Hand" icon
Name of the maintenance schedule DISPLAY Displays an icon when the maintenance
DISPLAY
schedule requires tasks to be performed manually.
Responsible org.
Displays the organization responsible for
DISPLAY
the maintenance schedule.
"Copy" icon
Opens the maintenance schedule as if
ACTION
for editing. The next time you save the maintenance
schedule, it will be saved as a new maintenance schedule. If you do not change the name, a consecutive number will automatically be added.
"Delete" icon
Deletes the maintenance schedule. The
ACTION
maintenance schedule will only be deleted if you acknowledge the confirmation prompt. If you cancel the prompt, the deletion will not take place.
Fig. 3-3: Editing a maintenance schedule
Field Content Type
Name Short name for the maintenance
procedure. This is also located in the overview of maintenance jobs on the ePS Network Services PC and the machine HMI.
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DISPLAY INPUT (Max. 40
characters; any character permissible)
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Field Content Type
Responsible org. Organization allocated to carry out
the job in this schedule.
Note:
This information is added to the jobs from this schedule. However, any organization with access to this machine can change or delete the jobs in this schedule.
Number of lines The number in the display indicates
the number of lines per screen that can be shown in this menu. You can select up to 200 lines. A scroll bar will then be displayed on the screen.
Work instruction Explanatory description of the
maintenance task
Link test series Selection of a test series to be
carried out in the framework of the maintenance job.
Automatically executing a test series
Link measurement series
Add file To provide more details about the
Time when the maintenance job is to be performed
Selection of the "series of measurements" condition monitor in which the result of the measurement is updated as part of a maintenance job.
Note:
Only one series of measurements can be selected from the series of measurements available on the machine.
task, documents with more information can be appended.
DISPLAY SELECTION
DISPLAY SELECTION (4 to 20)
DISPLAY INPUT SELECTION
SELECTION
SELECTION
DISPLAY ACTION
Note:
The machine operator at the operator panel can only view documents in PDF format.
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Notice
Changes to maintenance schedules are not applied to pending maintenance jobs.
Changes to maintenance schedules are applied to all maintenance jobs that are not yet due at the time they become due.
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3.1 Maintenance
Security note on displaying PDF documents
Notice
PDF documents to be displayed on the control operator panel must not contain any active contents (Java script, e-mail fields, etc.) nor have any HTML Links!
Otherwise there is a danger that it may be possible to navigate from the ePS system to other Web pages.
ePS Network Services can display PDF documents compatible with Acrobat 1.3 (Reader Version 4.x) on the control operator panel.
For optimum display, please create your PDF documents with the option "Initial View: Page Only/ Magnification Fit Width".

3.1.2 Configuring variable monitors

Overview
You configure a variable monitor in the following steps:
1. Select the variable monitor or create a new variable monitor.
2. Name the variable monitor; comments and icons can be added as an option.
3. Define the PLC variables.
4. Use a control monitor to execute the variable monitor.
Selecting or creating variable monitors
Since it is possible for each machine to have several variable monitors, there is the option of sorting them in the overview display either by their names or by the two classification fields. In addition, it is possible to filter them by searching for specific parts of text that appear in the Name and Variables columns using the "Search text" box.
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Fig. 3-4: Select the variable monitor
Fig. 3-5: Configure the variable monitor
Make the following entries to configure a variable monitor:
Field
Content
Name Name of the variable monitor DISPLAY
Triggered from control monitor
Selection of a control monitor that is to trigger the variable monitor.
New creation of a control monitor that is to trigger the variable monitor.
Icon and text Selection of an icon stored in the
system and naming the icon selected.
Notice:
The text entered applies to the entire
Type
INPUT (Max. 40 charac-
ters; any character permissible)
DISPLAY SELECTION MENU
DISPLAY SELECTION INPUT (Max. 40 charac-
ters; any character permissible)
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Field
Content
Type
machine and overwrites any existing text.
Comment Individual text for the variable monitor DISPLAY
INPUT (Max. 2000 charac-
ters; any character permissible)
Last
Time stamp of last data capture DISPLAY
measurement Variables Table of variables configured in the
DISPLAY
variable monitor
Time series Display the time series for the
DISPLAY
selected variable Name Name of the variable DISPLAY Warning limit Display the configured values for the
DISPLAY
warning limits Critical limit Display the configured values for the
DISPLAY
critical limit
Edit Switches to menu to select, add,
Activate limit value of type upper limit ACTION
Activate limit value of type lower limit ACTION
Display the variable as diagram ACTION
Remove variable from the
ACTION
configuration of the variable monitor
ACTION
delete, change variables. Save Save the changes to the configuration
ACTION
and return to the calling page. Cancel Discard the changes to the
ACTION configuration and return to the calling page.
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Configuring tag
The system provides a selection of predefined variables which can be added to the variable monitor configuration simply by selecting them.
Fig. 3-6: Variable monitor – configure variables
Field Content Type
Open the form to configure a new variable
Edit the configuration of a freely defined
variable Name Name of the variable DISPLAY Axis With variables that refer to an axis, the
name of the machine axis is displayed
here.
The reference to an axis can be
changed as long as no data was
captured for this variable. [ ] The unit for the variable is displayed in
this column.
This function is used to create a copy of
the variable.
Remove the variable from the
configuration and delete the data for
this variable
ACTION
ACTION
DISPLAY SELECTION
DISPLAY
ACTION
ACTION
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Add variables by selecting them from predefined variables:
Field
Content
Axis The variables that can be selected refer to
one axis each. This axis is defined with this selection field.
Select all All variables that are available are
selected.
Add The selected variables are added to the
Type
DISPLAY SELECTION MENU SELECTION
ACTION
configuration of the variable monitor.
As an alternative a form can be used to configure any variables.
Fig. 3-7: Variable monitor - select variable
Field Content Type
Address Absolute address in the original syntax of
the data source
Name Optional name for variable, which will then
be used in the variable menu instead of the absolute address
Counter type No counter:
the variable is always processed with the current variable value.
Up counter: the variable is used by the system as an endless difference totalizer.
Notice:
Bit variables cannot undergo format changes and cannot be defined as counters.
Note: Except for bit variables, all variable
formats can be changed.
Data source e.g.
PLC:
DISPLAY INPUT
DISPLAY INPUT (Max. 40
characters; any character permissible)
DISPLAY SELECTION
DISPLAY SELECTION
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Field Content Type
The address is interpreted in S7 syntax.
NC:
Address in the syntax of the NC interface. (DocOnCD – Parameter Manual 2 from 01/2008, 6FC5397­3CP10-3AA0 or Toolbox NC Varselector – Help on BTSS
Data type Interpretation of the variable value in
Variables).
permissible S7 syntax.
Note
:
DISPLAY SELECTION
The type can always be matched to the variable and modified within the permissible formats.
Unit Unit of variables to be recorded DISPLAY
INPUT
Value Display of the current variable value and
converted variable value. Input and display of the dimension in a
unit for the converted value.
DISPLAY INPUT (Max. 5
characters; any character permissible)
Conversion
Output:
Input of 2 values for the real variable value.
Converted:
DISPLAY INPUT (Max. 32 digits)
Specification for the associated dimen­sioned values.
Changes to the configuration are not effective until the machine is synchronized.
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Notice
PLC data source: By default, PLC addresses are restricted to the address range of the smallest
PLC. To remove this restriction if you are using a more powerful PLC and want to use
the addresses in ePS, you must increase the corresponding values in the trigger DB (DB239 in ePS Standard) in DW8 for inputs, DW10 for outputs, DW12 for bit memory, DW14 for timers, and DW16 for counters to the available address ranges. You must then restart the PC on which the ePS client is installed.
Warning
PLC data source: Using the trigger DB with an increased address range can cause the PLC to shut
down when the higher addresses are used in ePS configurations if this address range is not actually available to the connected PLC.
Using (a) control monitor(s) to execute the variable monitor
The "Trigger variable monitor(s)" diagnostic action is used to detect the PLC variable values promptly and store them on the ePS server. It is only possible to access the data manually via the machine events or variable monitor data series. Limit value triggers can be used to react automatically to the variable values via control monitors.
See also:
3.4.1 Control monitors – List view
3.3.16 Diagnostic actions
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3.2 Configuring measurements and measurement series

3.2 Configuring measurements and measurement series
Description of functions
Configuration of measurements and measurement series it when you define the parameters required for measurement. The configurations created are always stored with the measurements and can be used again to repeat the measurements. That especially applies to measurement series. The configuration of a measurement series ensures that measurements are made with the same settings every time. This permits evaluation of the progression of characteristics over time.
In addition to parameters for performing a measurement, the limit values of the characteristics are also configured. Limit values can be configured for measurement series. The configuration is only possible on the PC. Individual measurements that do not belong to a measurement series cannot have limit values.
Availability and privileges
On the operator panel, a measurement is configured or a measurement series configuration changed only during the measurement procedure. On the operator panel, it is only possible to create a measurement series based on a measurement being performed.
On the PC, it is possible to configure measurement series. The authorization required to configure measurements and measurement series is described in detail in the Appendix.

3.2.1 Circularity test

Parameter description
Parameters for conducting a circularity test:
Field Content Type
Name Name of the measurement series
Channel Selection of the required channel:
Axes Selection of possible pairs of geometric
Center point X1 Specification of the center coordinates of
Center point Y2 Specification of the center coordinates of
Diameter Diameter of circle INPUT Feed Path velocity of the circular movement INPUT
INPUT
(measurements do not have a name).
SELECTION
The channel defines the possible axis pairs in the "Axes" selection list.
SELECTION
axes
INPUT
the circle for the first axis
INPUT
the circle for the second axis
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3.2 Configuring measurements and measurement series
Fig. 3-8: Circularity test on the operator panel
Fig. 3-9: Measurement series of a circularity test on the PC
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3.2 Configuring measurements and measurement series

3.2.2 Equability test

Parameter description
Parameters for conducting an equability test:
Field Content Type
Name Name of the measurement series
(measurements do not have a name).
Channel Selection of the required channel. The
channel defines the possible machine axes in the "Axis" selection list.
Axis Selection of the possible machine axes that
can be programmed in the selected channel.
Start point The axis position at which the first partial
movement of the measurement begins.
End point The axis position at which the first partial
movement of the measurement ends.
Feed Velocity at which the axis is moved. INPUT
INPUT
SELECTION
SELECTION
INPUT
INPUT
Fig. 3-10: Equability test on the operator panel
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3.2 Configuring measurements and measurement series
Configuring the limit values
With the equability test, one movement is carried out each forwards and backwards. The characteristics are calculated separately for each direction. As standard limit values are defined for the characteristics and are the same for both directions of movement.
Optionally limit values can be entered which can have different values for both directions for each characteristic.
Fig. 3-11: Measurement series of a equability test on the PC

3.2.3 Universal axis test

Parameter description
Parameters for conducting a universal axis test:
Field Content Type
Name Name of the measurement series
(measurements do not have a name)
Channel Selection of the required channel: The
channel defines the possible machine axes in the "Axis" selection list.
Axis Selection from the possible machine axes
that can be programmed in the selected channel
Start point The axis position at which the various
movements of the measurement begin. The position value is never lower than this
value during measurement.
INPUT
SELECTION
SELECTION
INPUT
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Fig. 3-12: Universal axis test on the operator panel
Fig. 3-13: Measurement series for a universal axis test at the PC
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3.2 Configuring measurements and measurement series

3.2.4 Performing test series

Overview
Test series are used to automate measurements for condition monitoring to a great extent. A test series can contain any number of measurement series. These mea­surement series are performed one after the other in the defined order when a test series is run. An machine operator is only required at the machine for the purpose of starting the test series.
The measurements are made and measurement results stored without any further operator actions.
Description of functions
Fig. 3-14: Changing the configuration of a test series
The following entries have to be made to configure a test series:
Field Content Type
Name Name of the test series. The system
suggests an automatically generated name, which you can change. The names of test series must be unique within the context of the machine. The system adds another element to the name automatically if the name entered by the machine operator has already
been assigned to another test series. Channel Selects the required channel. SELECTION Comment Any text entered to provide a detailed
description of the test series
INPUT
INPUT
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3.3 ePS variables

To add, remove, or change the sequence of measurement series, these are selected in the overview displayed and moved by dragging and dropping or using the arrow buttons on the form. A test series can only contain measurement series in one channel. It is not possible to change the channel of a test series.
Availability and privileges
Test series can only be configured on the PC. The authorization required for configuring the test series is described in detail in the Appendix.
3.3 ePS variables

3.3.1 ePS variables – List view

Description of functions
With ePS variables, values created by the user in ePS configured logic can be processed. These values are defined as ePS variables to enable them to be addressed throughout the ePS logic.
Fig. 3-15: ePS variables – List view
Field Content Type
Remaining memory Remaining
performance PLC settings "New" icon Switches to the menu for creating new
See PLC trigger.
logic for an ePS variable.
DISPLAY
ACTION
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Field Content Type
Number of lines The number in the display indicates
the number of lines per screen that can
DISPLAY SELECTION
be shown in this menu. You can select up to 200 lines. A scroll bar will then be displayed on the screen.
"Edit" icon Switches to the menu for editing the
ACTION
created ePS variable in the line.
Name User-assigned name for the ePS
DISPLAY
variable
Symbol Each ePS variable type has its own
DISPLAY
symbol.
Perf The performance required by the PLC
DISPLAY
is displayed for each variable.
Details Logic for determining the value for the
DISPLAY
ePS variable.
Last measurement Time at which a value was last
DISPLAY
determined for the variable Value Current, last determined variable value DISPLAY "!" icon An exclamation mark indicates that an
DISPLAY ePS variable is defined here, but is not in use.
A warning triangle indicates that values have not yet been determined for the variable because the logic has not yet been activated by means of synchronization with the machine
"Delete" icon Deletes the variable in the line in which
client.
ACTION the "Delete" icon is clicked.
The display does not change, but the variables move up one line.
OK Click OK to exit the menu. The display
ACTION changes to the basic "Setting up functions" screen.
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3.3 ePS variables

3.3.2 ePS variables – Detailed view

Configuring ePS variables
A menu is provided for creating and editing an ePS variable:
Fig. 3-16: ePS variables – Detailed view
Field Content Type
Icons Trigger Names Condition Comment
See timeout trigger.
See timeout trigger.
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