Manual MOVITOOLS MotionStudio

Transcription

1 Drive Technology \ Drive Automation \ System Integration \ Services Manual MOVITOOLS MotionStudio Edition 08/ / EN

2 SEW-EURODRIVE Driving the world

3 Contents Contents 1 General Information Structure of the safety notes Liability for defects Exclusion of liability Copyright Safety Notes General information Designated use Target group Bus systems Documentation Product name and trademarks Additional documentation About MOVITOOLS MotionStudio Tasks Functional principle Overview Engineering via interface adapters Establishing communication with other units Executing functions with the units TCI call interface Help Technical support Online help Software Installation Prerequisite Administrator rights Own firewall Microsoft products Older versions of MOVITOOLS MotionStudio Starting the installation from a CD Downloading and installing the software package from the SEW homepage Installing software (standard) Adding exceptions to the firewall for software components (options) Installing software (user-defined) Selecting software components (options) MOVIDRIVE units MOVITRAC units MOVIAXIS units MOVI-PLC and gateways Decentralized drive technology Manual MOVITOOLS MotionStudio V

4 Contents 6 Interface and Views Interface, toolbar and context menu Structure of the interface Structure of the toolbar Structure of the context menu Structure of the tools homepage Views and node types Types of views Project view and node types Network view and node types Connection Mode Overview Selecting the communication mode (online or offline) First Steps Workflow Prerequisite Step 1: Creating a project and network Step 2: Configuring a communication channel Setting up a communication channel Removing a communication channel Step 3: Scanning the network (unit scan) Step 4: Setting the communication mode to "online" Step 5: Configuring units using the tools Prerequisite Calling a tool from the context menu Calling a tool via the tools homepage Reading/changing unit parameters in the parameter tree Step 6: Saving unit parameters changed online Prerequisite Saving unit parameters using project management Saving unit parameters using data management Managing Projects Overview Purpose of project management Advantages of project management Project directories and file storage Managed objects Cleaning a project Managing unit parameters (phases) Synchronizing unit parameters Mini symbols for displaying the node status Mini symbols in the network view Mini symbols in the project view Manual MOVITOOLS MotionStudio V. 5.60

5 Contents 10 Working with Units and Parameter Files Configuring units Configuring new units Configuring existing units in the network Editing the unit-independent parameter file (offline) Using data management to transfer parameter files Overview Using data management Working Locally and Remotely Local Setting up communication for the SEW Communication Server (SECOS) Setting up the cyclic accessibility test Remote Overview Setting up communication settings for remote operation Communication Channels in Detail Serial (RS-485) communication via interface adapter Engineering via interface adapter (serial) Starting up the USB11A interface adapter Configuring the serial communication Communication parameters, serial (RS-485) Communication via USB (direct) Connecting the unit with the PC via USB Installing the driver Configuring USB communication USB communication parameters Communication SBus (CAN) via interface adapter Engineering via interface adapter (SBus) Starting up the USB-CAN interface Configuring the SBus communication Communication parameters for SBus Communication via Ethernet Direct communication Address Editor Configuring the communication channel via Ethernet Setting communication parameters for SMLP Communication parameters for SMLP Communication ports used Communication via EtherCAT Overview Function Configuring the communication channel via EtherCAT Communication via PROFIBUS DP/DP-V Communication via C2 master Manual MOVITOOLS MotionStudio V

6 Contents Additionally required hardware and software Parameterizing the C2 master with SIMATIC NET Configuring communication via PROFIBUS Communication parameters for PROFIBUS DP/DP-V Communication via MPI with SIMATIC S Overview Function Configuring communication via S7-MPI Communication parameters for S7-MPI Communication via Ethernet with SIMATIC S Prerequisites Overview Function Configuring the communication channel via Ethernet Configuring Units Using Tools Functions and tools Displaying supported unit types Tools in detail Startup wizard Parameter tree PDO Editor Manual operation Scope Application Builder Shell Bus monitor Technology editors Tools for programming Online unit status MOVITOOLS MotionStudio via TCI System requirements Hardware Software Functional principle Overview Advantages Project directories and file storage Using MOVITOOLS MotionStudio via TCI Overview Calling MOVITOOLS MotionStudio via TCI Glossary Address List Index Manual MOVITOOLS MotionStudio V. 5.60

7 General Information Structure of the safety notes 1 1 General Information 1.1 Structure of the safety notes The safety notes in these operating instructions are designed as follows: Pictogram SIGNAL WORD Type and source of danger. Possible consequence(s) if disregarded. Measure(s) to prevent the danger. Pictogram Signal word Meaning Consequences if disregarded Example: DANGER Imminent danger Severe or fatal injuries WARNING Possible dangerous situation Severe or fatal injuries General danger CAUTION Possible dangerous situation Minor injuries Specific danger, e.g. electric shock NOTICE Possible damage to property Damage to the drive system or its environment INFORMA- TION Useful information or tip. Simplifies the handling of the drive system. Manual MOVITOOLS MotionStudio V

8 1 General Information Liability for defects 1.2 Liability for defects Compliance with this manual and the operating instructions of the units is prerequisite for fault-free operation and fulfillment of any right to claim under warranty. You should therefore read the manual and operating instructions of the units before you start working with the software and units. Make sure that the operating instructions are available to persons responsible for the machinery and its operation as well as to persons who work independently on the units. You must also ensure that the operating instructions are legible. 1.3 Exclusion of liability You must comply with the information contained in this manual and in the operating instructions of the units to ensure safe operation and to achieve the specified product characteristics and performance requirements. SEW-EURODRIVE assumes no liability for injury to persons or damage to equipment or property resulting from non-observance of the operating instructions. In such cases, any liability for defects is excluded. 1.4 Copyright 2009 SEW-EURODRIVE. All rights reserved. Copyright law prohibits the unauthorized duplication, modification, distribution, and use of this document, in whole or in part. 8 Manual MOVITOOLS MotionStudio V. 5.60

9 Safety Notes General information 2 2 Safety Notes The following basic safety notes must be read carefully to prevent injury to persons and damage to property. The operator must ensure that the basic safety notes are read and observed. Ensure that persons responsible for the system and its operation as well as persons who work independently on the units have read through the manual carefully and understood it. If you are unclear about any of the information in this documentation, please contact SEW-EURODRIVE. The following safety notes apply to MOVITOOLS MotionStudio. Also take into account the supplementary safety notes in the individual sections of this documentation and in the documentation of the units. 2.1 General information Read through this manual carefully before you start working with MOVITOOLS Motion- Studio. This document does not replace the detailed operating instructions for the units. This manual assumes that the user has access to, and is familiar with, the documentation on the units. Never install damaged products and put them into operation. Submit a complaint to the shipping company immediately in the event of damage. Only qualified personnel observing the applicable accident prevention regulations and operating instructions are allowed to perform installation and startup tasks. During operation, units with this type of enclosure may have live, uninsulated, and sometimes moving or rotating parts as well as hot surfaces. Removing covers without authorization, improper use, as well as incorrect installation or operation may result in severe injuries to persons or damage to machinery. Consult the documentation for further information. Manual MOVITOOLS MotionStudio V

10 2 Safety Notes Designated use 2.2 Designated use MOVITOOLS MotionStudio is a software package for engineering of the following SEW-EURODRIVE GmbH & Co KG units: Frequency inverter Drive inverter Servo inverter 2.3 Target group The MOVITOOLS MotionStudio user is a qualified person who has been trained accordingly. SEW-EURODRIVE recommends that the user attends additional product training courses for units and motors that are operated with MOVITOOLS MotionStudio. Any work related to installation, startup and maintenance of the devices as well as troubleshooting may only be performed by qualified personnel. Observe IEC and CENELEC HD 384 or DIN VDE 0100 and IEC or DIN VDE 0110 as well as the national accident prevention regulations. Qualified personnel in the context of these basic safety notes are persons familiar with installation, assembly, startup and operation of the product who possess the required qualifications. All work in further areas of transportation, storage, operation and waste disposal must be carried out by qualified personnel who are appropriately trained. 2.4 Bus systems A bus system makes it is possible to adapt frequency inverters and/or motor starters to the particulars of the machinery. There is the risk that a change of parameters that cannot be detected externally can result in unexpected, though not uncontrolled, system behavior. 10 Manual MOVITOOLS MotionStudio V. 5.60

11 Documentation Product name and trademarks 3 3 Documentation 3.1 Product name and trademarks The brands and product names mentioned in this documentation are trademarks or registered trademarks of the titleholders. 3.2 Additional documentation In addition to this manual, SEW-EURODRIVE offers you extensive documentation covering the entire topic of electrical drive engineering. These are mainly the publications of the "Drive Engineering - Practical Implementation" series as well as the manuals and catalogs for electronically controlled drives. You can download a wide selection of our documentation in a number of languages on our homepage ( If required, you can also order printed and bound copies of the documentation from SEW-EURODRIVE GmbH & Co KG. Manual MOVITOOLS MotionStudio V

12 4 About MOVITOOLS MotionStudio Tasks 4 About MOVITOOLS MotionStudio 4.1 Tasks The software package enables you to perform the following tasks with consistency: Establishing communication with units Executing functions with the units 4.2 Functional principle Overview The following figure illustrates the functional principle of the MOVITOOLS MotionStudio software package Machine control Machine level PLC System control System level [1] Functions Tools SEW-Communication-Server SBus Profibus Ethernet Parameter setting Serial S7-MPI Startup Visualization & diag. Programming [2] [3] [4] Unit control Field level Firmware Firmware Firmware Units Drives [1] Communication channel for fieldbus or Industrial Ethernet [2] MOVITOOLS MotionStudio software package with integrated SEW Communication Server [3] Communication between fieldbus stations or Industrial Ethernet stations [4] Communication channel to SBus (CAN) or serial via interface adapter 12 Manual MOVITOOLS MotionStudio V. 5.60

13 About MOVITOOLS MotionStudio Functional principle Engineering via interface adapters If your unit supports the "SBus" or "Serial" communication options, you can use a suitable interface adapter for engineering. The interface adapter is an additional hardware component available from SEW- EURODRIVE. You can use it to connect your engineering PC with the respective communication option of the unit. The type of interface adapter you require depends on the communication options of the respective unit. Refer to the following chapters: Serial (RS-485) communication via interface adapters Communication via SBus (CAN) via interface adapter Manual MOVITOOLS MotionStudio V

14 4 About MOVITOOLS MotionStudio Functional principle Establishing communication with other units The SEW Communication Server is integrated into the MOVITOOLS MotionStudio software package for establishing communication with the units. The SEW Communication Server allows you to create communication channels. Once the channels are established, the units communicate via these communication channels using their communication options. You can operate up to four communication channels at the same time. MOVITOOLS MotionStudio supports the following types of communication channels: Serial (RS-485) via interface adapters System bus (SBus) via interface adapters Ethernet EtherCAT Fieldbus (PROFIBUS DP/DP-V1) Tool Calling Interface The available channels can vary depending on the units and its communication options Executing functions with the units The software package offer uniformity in executing the following functions: Parameterization (for example in the parameter tree of the unit) Startup Visualization and diagnostics Programming The following basic components are integrated into the MOVITOOLS MotionStudio software package, allowing you to use the units to execute functions: MotionStudio MOVITOOLS All functions communicate using tools. MOVITOOLS MotionStudio provides the right tools for every unit type. 14 Manual MOVITOOLS MotionStudio V. 5.60

15 About MOVITOOLS MotionStudio Help TCI call interface TCI (Tool Calling Interface) is a standardized call interface based on the specification of the PROFIBUS user organization (PNO). MOVITOOLS MotionStudio (version 5.60 and higher) supports TCI for all units with the following communication options: PROFIBUS DP-V1 PROFINET IO These units must have been configured in the configuration software SIMATIC Manager (from the STEP 7 software package of Siemens). You can select the configured units in the tool "HW Config" and call MOVITOOLS MotionStudio as a so-called "device tool". For detailed information, refer to section "MOVITOOLS MotionStudio via TCI" at the end of this documentation. 4.3 Help Technical support SEW-EURODRIVE offers you a 24-hour service hotline. Simply dial (+49) and then enter the letters SEWHELP via the telephone keypad. Of course, you can also dial (+49) Online help After installation, the following types of help are available to you: This documentation is displayed in a help window after you start the software. If the help window does not appear at the start, deactivate the "Display" control field, in the menu under [Settings] / [Options] / [Help]. If the help window appears again, activate the "Display" control field, in the menu under [Settings] / [Options] / [Help]. Context-sensitive help is available for the fields which require you to enter values. For example, you can use the <F1> key to display the ranges of values for the unit parameters. Manual MOVITOOLS MotionStudio V

16 5 Software Installation Prerequisite 5 Software Installation 5.1 Prerequisite Administrator rights NOTE You need local administrator rights to be able to install MOVITOOLS MotionStudio on your PC. Contact your system administrator if you do not have local administrator rights on your PC Own firewall INFORMATION If you are using your own firewall (not the Windows firewall), the software components are not automatically authorized (registered). Follow the instructions in section "Adding exceptions to the firewall for software components (options)". Contact your system administrator if you do not have access to your firewall Microsoft products When you install MOVITOOLS MotionStudio, the following Microsoft products are installed on your PC: Microsoft.NET Framework 2.0 Installer 3.1 J# Redistributable 2.0 Microsoft DirectX INFORMATION If Microsoft.NET Framework 2.0 has not already been installed on your PC, the installation routine recognizes this and automatically selects the relevant control field Older versions of MOVITOOLS MotionStudio Older versions of MOVITOOLS MotionStudio are uninstalled during the installation routine but the project data is retained. 16 Manual MOVITOOLS MotionStudio V. 5.60

17 Software Installation Starting the installation from a CD Starting the installation from a CD For the following procedure, Internet Explorer must be the standard browser of your PC. Proceed as follows to start the installation procedure from the CD: 1. Place the installation CD in your CD-ROM drive. 2. Wait until the installation CD starts and the Internet Explorer opens. The "Start.htm" file is displayed in the Internet Explorer. INFORMATION If the "Start.htm" file does NOT automatically open, start the file manually from the root directory of the installation CD. 3. Click on the link "MOVITOOLS MotionStudio". 4. Click on the link "Start installation". The setup wizard is launched. 5. Proceed as described in: Installing software (standard) (page 18) Installing software (user-defined) (page 20) Manual MOVITOOLS MotionStudio V

18 5 Software Installation Downloading and installing the software package from the SEW homepage 5.3 Downloading and installing the software package from the SEW homepage Perform the following steps to download the software package from the SEW homepage and start the installation. 1. Go to the software search on the "Documentation / Software / CAD" page of the SEW website. 2. Select "MOVITOOLS MotionStudio" from the dropdown list and press the [Search] button. 3. Click on the link of the software package you need. 4. Fill out the contact form and press [Accept]. The "File download" window opens. 5. Save the compressed installation directory to your PC. 6. Open the installation directory and click on the "Start.htm" file. The "Start.htm" file is displayed in the browser. 7. To start installing the software package, follow the steps, starting with step 2, described in "Starting installation from a CD" (page 17). 5.4 Installing software (standard) Proceed as follows to install the software (standard): 1. Select the language for installation. 2. Select one of the following installation options: Standard (standard without control technology) Complete (standard with control technology) 3. Follow the instructions of the Setup wizard. 4. Enter the target directory for the installation, or confirm the standard directory. 18 Manual MOVITOOLS MotionStudio V. 5.60

19 Software Installation Adding exceptions to the firewall for software components (options) Adding exceptions to the firewall for software components (options) Before starting MOVITOOLS MotionStudio, you must add exceptions to your firewall for the installed software components. If you are using a WINDOWS firewall, MOVITOOLS MotionStudio can automatically activate the installed software components. If you are using a firewall, follow the steps below: 1. At the end of the installation, pay attention to the window with the executable programs, which you must register in your firewall The example displays the executable programs for a complete installation (including control technology). These are: SEWManager.exe Ofdas.exe Secos.exe Gateway.exe (for PLC Editor) GatewayDDE.exe (for PLC Editor) Usp.exe (for online updates) Manual MOVITOOLS MotionStudio V

20 5 Software Installation Installing software (user-defined) 2. Perform the following step depending on the type of your firewall: If you are using a Windows firewall, the "Activate programs automatically in the firewall" radio button is already activated (default setting). Click [Close] to complete the installation. If you are using your own firewall, enter all programs listed in the window in your firewall as soon as the installation is complete. If you want to authorize or block individual communication ports, note the following: Communication ports 300 to 307 are reserved for internal functions of MOVITOOLS MotionStudio. For details, refer to the table "Communication ports used" (page 98) in sub-chapter "Communication via Ethernet". 5.6 Installing software (user-defined) Selecting software components (options) Proceed as follows to install the software (user-defined): 1. Select the installation option "user-defined". 2. Follow the instructions of the setup wizard. 3. Choose the software components (options) for your units by activating the appropriate checkboxes. Refer to the tables for selecting software components (options): MOVIDRIVE units (page 21) MOVITRAC units (page 22) MOVIAXIS units (page 23) MOVI-PLC and gateways (page 24) Decentralized drive technology (page 25) Also note the information on the scope of services found in the documentation for each unit. 4. Confirm the selected software components. 5. Follow the instructions of the setup wizard. 6. Enter the target directory for the installation, or confirm the standard directory. 20 Manual MOVITOOLS MotionStudio V. 5.60

21 Software Installation Installing software (user-defined) MOVIDRIVE units Refer to the following table when selecting software components for the MOVIDRIVE units: Units Designation Illustration MOVITOOLS MOVIDRIVE B MotionStudio Communication Server Software components PLC Editor MOVITOOLS USB-CAN interface Required Required Not required Required Recommended MOVIDRIVE B with MOVI-PLC Required Required Required Required Recommended MOVIDRIVE A / MOVIDRIVE compact Not required Not required Not required Required Not required Manual MOVITOOLS MotionStudio V

22 5 Software Installation Installing software (user-defined) MOVITRAC units Refer to the following table when selecting software components for the MOVITRAC units: Units Designation Illustration MOVITOOLS MOVITRAC B (without IPOS) MOVITRAC B (with IPOS) MotionStudio Communication Server Software components PLC Editor MOVITOOLS USB-CAN interface Required Required Not required Not required Not required Required Required Not required Required Not required MOVITRAC B with MOVI-PLC Required Required Required Not required Not necessary, but recommended MOVITRAC Not required Not required Not required Required Not required Manual MOVITOOLS MotionStudio V. 5.60

23 Software Installation Installing software (user-defined) MOVIAXIS units Refer to the following table when selecting software components for the MOVIAXIS units: Units Software components Designation Illustration MOVITOOLS MotionStudio Communication Server PLC Editor MOVITOOLS USB-CAN interface MOVIAXIS Required Required Not required Not required Required MOVIAXIS with master module MOVI-PLC basic MOVIAXIS with master module MOVI-PLC advanced MOVIAXIS with master module MOVI-PLC Gateway MOVIAXIS with MOVI-PLC Required Required Required Not required Not required Required Required Required Not required Not required Required Required Required Not required Not required Required Required Required Not required Recommended Manual MOVITOOLS MotionStudio V

24 5 Software Installation Installing software (user-defined) MOVI-PLC and gateways Refer to the following table for selecting software components for MOVI-PLC and gateways: Units Software components Designation Illustration MOVITOOLS MotionStudio Communication Server PLC Editor MOVITOOLS USB-CAN interface MOVI-PLC basic Required Required Required Recommended Recommended UFx11A fieldbus gateway Not required Not required Not required Required Not required DFx fieldbus gateway Required Required Not required Not required Not required Manual MOVITOOLS MotionStudio V. 5.60

25 Software Installation Installing software (user-defined) Decentralized drive technology Refer to the following table when selecting software components for decentralized drive engineering: Units Designation Illustration MOVITOOLS MotionStudio MOVIFIT function level Classic MOVIFIT function level Technology MOVIMOT Communication Server Software components PLC Editor MOVITOOLS USB-CAN interface Required Required Not required Required for MOVIFIT MC Required Required Required Required for MOVIFIT MC Not required Not required Not required Not required Not required Required Not required MFx/MQx fieldbus interface Not required Not required Not required Required Not required MOVIGEAR Required Required Not required Not required Not required Manual MOVITOOLS MotionStudio V

26 6 Interface and Views Interface, toolbar and context menu 6 Interface and Views 6.1 Interface, toolbar and context menu Structure of the interface The MOVITOOLS MotionStudio user interface comprises a central framework and individual "tools". These are started as separate applications from the framework, or they are integrated into the framework as "plug-ins". The following figure shows the different areas within the framework: Manual MOVITOOLS MotionStudio V. 5.60

27 Interface and Views Interface, toolbar and context menu 6 The following table describes the areas within the framework and their function: Area Designation Function [1] Area for plug-ins Here, the following two types of plug-ins are displayed: The "tools" you call from the context menu. In the example, the "parameter tree" tool has been selected for a MOVIDRIVE unit. The "tools homepage" (see "Structure of the tool homepages") as soon as you select a unit. [2] Menu bar The main menu and toolbar contain all the important commands for [3] Toolbar navigating the framework. [4] Area for views The information about the units in a project is visualized using the following types of views: Network view Project view You can also hide this area, if you choose. [5] Online unit status area You can display the status information for units that you can access online in the "online unit status" area. You can also hide this area, if you choose. [6] Status bar You can view the set communication mode in the status bar. This is where progress information is displayed during a unit scan. Manual MOVITOOLS MotionStudio V

28 6 Interface and Views Interface, toolbar and context menu Structure of the toolbar The illustration shows the toolbar of MOVITOOLS MotionStudio: Position Interface name Function [1] New project Creates a new project [2] Open project Opens an existing project [3] Save project Saves the current project [4] Show window Switches to window view [5] Show tabs Switches to tab view [6] Stack windows Arranges the windows so that they overlap (active only in window view [4]) [7] Tile windows Arranges the windows so they are displayed next to one another (active only in window view [4]) [8] Switch to online mode Switches to online mode [9] Switch to offline mode Switches to offline mode [10] Indent nodes Moves the nodes in the views (disengage/engage) [11] Move nodes upwards Move nodes downwards Moves the nodes in the views (up/down) [12] Delete node Deletes selected unit [13] Start network scan Scans the network for units [14] Continue network scan with the next medium Cancels the unit scan for the current communication channel and continues the unit scan with the next communication channel [15] Cancel network scan Cancels the unit scan for all communication channels in the network. [16] Configure communication Opens the window for configuring the communication channels connections 28 Manual MOVITOOLS MotionStudio V. 5.60

29 Interface and Views Interface, toolbar and context menu Structure of the context menu The illustration shows the 3areas in the context menu of the MOVITOOLS MotionStudio: Position Area in context menu [1] In this area, the 5 tools that you used last are entered dynamically. [2] This is where tools are located [3] In this area, you can find commands for project management and the command for displaying the online unit status. Manual MOVITOOLS MotionStudio V

30 6 Interface and Views Interface, toolbar and context menu Structure of the tools homepage The tools homepage is displayed on the right side of the screen as soon as you select a unit. It is an alternative for operation via the context menu. All functions and tools can be accessed via tabs. The illustration shows the tools homepage with the tabs: Position Tab(s) [1] Tabs with all functions for managing your projects and units [2] Tab with thematically grouped tools for configuring your units (e.g. parameter tree) [3] Tab with functions to adapt the tools homepage to the user's needs Manual MOVITOOLS MotionStudio V. 5.60

31 Interface and Views Views and node types Views and node types Types of views MOVITOOLS MotionStudio displays information on the units in views. The following table explains the two types of views: View Function Project view Displays all configured units in a freely definable logical hierarchy. In this view, you can visualize the way the units fit together within a machine or a system component, for example. Network view Displays all units with a communication link to the PC. This view visualizes the topology of a network and its units. A project has exactly one project view at all times. There can also be one or several network views. Manual MOVITOOLS MotionStudio V

32 6 Interface and Views Views and node types Project view and node types The figure shows the structure of the "Project view" window and examples of node types: Position Designation Function [1] Pushpin "Pins" the window to the screen [2] Project nodes Top node in the project view Represents the project and is given the same name [3] Structure nodes Combines several units in one partial tree to show how they fit together. You can freely assign the name of the structure node. [4] Mini symbol of a unit Displays the node status (page 56). node [5] Unit node Shows a configured unit: Separate unit parameters (parameter files) in the project are managed for this unit. In the example, the configured unit is also in the network (= communication link), with matching parameters. In this case, NO mini symbol is displayed (= standard). [6] Parameter file node Represents a unit-independent parameter file [7] "Project view" tab Tab for displaying the project view 32 Manual MOVITOOLS MotionStudio V. 5.60

33 Interface and Views Views and node types Network view and node types The figure shows the structure of the "Network view" window and examples of node types: Position Designation Function [1] Pushpin "Pins" the window to the screen [2] Master node Top node in the network view Represents the network and is given the same name [3] Bus node Represents a communication link in the network [4] Unit node with mini symbol The unit node shows the unit in the network and its communication link. In this example, the unit has not yet been configured. The mini symbol displays this node status (page 55). [5] "Network view" tab Tab for displaying the network view Manual MOVITOOLS MotionStudio V

34 7 Connection Mode Overview 7 Connection Mode 7.1 Overview MOVITOOLS MotionStudio differentiates between the "online" and "offline" communication mode. You can select the communication mode yourself. Depending on the selected communication mode, you can choose offline or online tools specific to your unit. The following figure illustrates the two types of tools: [1] Hard drive of the engineering PC [2] RAM of the engineering PC [3] Engineering PC [4] Unit Tools Offline tools Online tools Description Changes made using offline tools affect "ONLY" the RAM [2]. Save your project so that the changes can be stored on the hard disk [1] of your engineering PC [3]. Perform the "Download (PC->unit)" function if you want to transfer the changes to your unit [4] as well. Changes made using online tools affect "ONLY" the unit [4]. Perform the "Upload (unit->pc)" function if you want to transfer the changes to your RAM. Save your project so that the changes can be stored on the hard disk [1] of your engineering PC [3]. 34 Manual MOVITOOLS MotionStudio V. 5.60

35 Connection Mode Selecting the communication mode (online or offline) 7 INFORMATION The "online" communication mode is NOT a response message which informs you that you are currently connected to the unit or that your unit is ready for communication. Should you require this feedback, observe section "Setting the cyclical accessibility test" in the online help (or the manual) of MOVITOOLS MotionStudio. Project management commands (such as download and upload), the online unit status, and the unit scan work independent of the set communication mode. MOVITOOLS MotionStudio starts up in the communication mode that you set before you closed down. 7.2 Selecting the communication mode (online or offline) Proceed as follows to select the communication mode: 1. Select the communication mode: "Switch to online mode" [1] for functions (online tools) that should directly influence the unit. "Switch to offline mode" [2] for functions (offline tools) that should influence your project. [1] "Switch to online mode" symbol [2] "Switch to offline mode" symbol Select the unit node. 3. Right-click to open the context menu and display the tools for configuring the unit. Manual MOVITOOLS MotionStudio V

36 8 First Steps Workflow 8 First Steps 8.1 Workflow The following figure illustrates the steps for configuring your units using the tools in MOVITOOLS MotionStudio. Step 1: Creating a project and network Step 2: Configuring the communication channel Step 3: Scanning the network (unit scan) Step 4: Setting the connection mode to "Online" Step 5: Configuring the units using tools Call via tools homepage Call via context menu Step 6: Saving unit parameters changed online Via project management Via data management INFORMATION You can find detailed information about each step in the sections below Manual MOVITOOLS MotionStudio V. 5.60

37 First Steps Prerequisite Prerequisite INFORMATION Before starting MOVITOOLS MotionStudio, you might have to add exceptions to your firewall for the installed software components (options) (page 19). In your firewall, enter all the executable programs that belong to the software components you have installed. Check your firewall settings. It is possible that the firewall would prevent the execution of a program in the background. In other words, the user would not receive a message. Manual MOVITOOLS MotionStudio V

38 8 First Steps Step 1: Creating a project and network 8.3 Step 1: Creating a project and network The "Welcome " window launches when you start MOVITOOLS MotionStudio, and prompts you to create a project. 1. Make sure that "New project" is selected and confirm. This opens the "New project" window Enter a name and save directory for the new project. Confirm. This will open the main screen. 3. Go to step 2 to configure a communication channel. 38 Manual MOVITOOLS MotionStudio V. 5.60

39 First Steps Step 2: Configuring a communication channel Step 2: Configuring a communication channel The following section describes a sample procedure for configuring a serial communication channel. You can configure other communication channels in the same way. Refer to section "Communication channels in detail" for more information Setting up a communication channel Proceed as follows to set up a communication channel: 1. Click on "Configure communication plugs" [1] in the toolbar. [1] "Configure communication plugs" symbol This will open the "Configure communication plugs" window [1] "Type of communication" selection list [2] "Activate" checkbox [3] [Edit] button Manual MOVITOOLS MotionStudio V

40 8 First Steps Step 2: Configuring a communication channel 2. Select a communication type from the list [1]. In the example, "Serial" is activated as the communication type for the first communication channel [2]. 3. Press the [Edit] button [3] on the right side of the "Configure communication plugs" window. This will display the settings for the "serial" communication type It might be necessary to change the preset parameters on the tab pages [Basic settings] and [Extended settings]. When doing so, refer to the detailed description of the parameters (page 78). 5. Go to step 3 to scan the network (unit scan) 40 Manual MOVITOOLS MotionStudio V. 5.60

41 First Steps Step 2: Configuring a communication channel Removing a communication channel 1. Select the menu items [Network] / [Communication plugs]. This will open the "Configure communication plugs" window [1] "Type of communication" selection list [2] "Activate" checkbox 2. From the list [1], select "---" to remove the current communication channel. This will gray out the "Activate" control field [2] on the right side of the window. Manual MOVITOOLS MotionStudio V

42 8 First Steps Step 3: Scanning the network (unit scan) 8.5 Step 3: Scanning the network (unit scan) Proceed as follows to scan the network (unit scan): 1. Click "Start network scan" [1] in the toolbar (page 28) [1] "Start network scan" symbol Then, your computer will recognize all units that are physically connected and accessible online. 2. If the scan does not run correctly, change the communication settings for the SEW Communication Server (page 66). 3. Go to step 4 to set the communication mode to "online". 8.6 Step 4: Setting the communication mode to "online" Proceed as follows to set the communication mode to "online": 1. Click on "Switch to online mode" [1] in the toolbar (page 28). [1] "Switch to online mode" symbol [2] "Switch to offline mode" symbol 2. Go to step 5 to configure the units using the tools Manual MOVITOOLS MotionStudio V. 5.60

43 First Steps Step 5: Configuring units using the tools Step 5: Configuring units using the tools Prerequisite You can call the tools for configuring the units in two different ways: Calling a tool from the context menu Calling a tool via the tools homepage Both ways are described below. Then the procedure for reading/changing the unit parameters online using the "Parameter tree" tool is described Calling a tool from the context menu Proceed as follows to call a tool from the context menu: 1. Select the unit you want to configure in the network view. 2. Right-click to open the context menu and display the tools for configuring the unit The example shows the context menu with the tools for a MOVIDRIVE unit. The communication mode is set to "online" and the unit is scanned in the network view (step 3). Manual MOVITOOLS MotionStudio V

44 8 First Steps Step 5: Configuring units using the tools 3. Select a tool (e.g. the parameter tree) to configure the unit. 4. To work with the parameter tree, go to section "Reading/changing unit parameters in the parameter tree" Calling a tool via the tools homepage Proceed as follows to call a tool via the tools homepage: 1. Select the unit you want to configure in the network view. On the right side of the screen, the "tools homepage" opens. It contains the tools for configuring the respective unit grouped in tab pages. 2. Select the "Working with the unit" tab Click the button for the tools (e.g. the parameter tree) to configure the unit. 4. To work with the parameter tree, go to section "Reading/changing unit parameters in the parameter tree". 44 Manual MOVITOOLS MotionStudio V. 5.60

45 First Steps Step 5: Configuring units using the tools Reading/changing unit parameters in the parameter tree INFORMATION Make sure that all changes are directly transferred to the unit in the online mode. Proceed as follows to read/change unit parameters in the parameter tree: 1. Select the required unit in the network view. 2. Call the "Parameter tree" tool. You can go through the context menu or the tools homepage for this purpose, as described above. Then, the "Parameter tree" view opens on the right section of the screen. 3. Expand the "Parameter tree" up to the node you require Double-click to display a particular group of unit parameters. 5. Press the enter key to finalize any changes you make to numerical values in the input fields. 6. Go to step 6 if you want to save the unit parameters that you have changed online. Manual MOVITOOLS MotionStudio V

46 8 First Steps Step 6: Saving unit parameters changed online 8.8 Step 6: Saving unit parameters changed online Prerequisite You can save the unit parameters changed online in two different ways: Saving unit parameters using project management Saving unit parameters using data management We recommend saving the data using project management. Only project management ensures structured storage of the data and enables subsequent editing of the unit parameters in offline mode Saving unit parameters using project management Prerequisites Perform the next two steps one after the other to save our unit parameters changed online using project management: 1. Configuring existing units in the network. 2. Saving unit parameters using project management. You only have to perform the first step once to integrate the scanned units in your project. After this, it is sufficient to upload the unit parameters changed online from the unit to the PC and save them. 46 Manual MOVITOOLS MotionStudio V. 5.60

47 First Steps Step 6: Saving unit parameters changed online 8 Configuring existing units in the network Proceed as follows to configure existing units in the network: 1. Switch on both views. Select [View] / [Views] / [Combine Views]. 2. Select the unit that you want to configure in the network view. 3. Drag the scanned unit from the network view into the project view (drag and drop) or select the [Project unit] command from the context menu This opens the "Project unit" window. 4. Use the name (signature) of the unit that is accessible online. INFORMATION Proceed as follows if you do NOT want to transfer the name (signature) from the unit that is available online: Enter a new signature. Activate the "Accept signature in online unit" control field. Doing so ensures that the unit can be clearly identified in the future. Manual MOVITOOLS MotionStudio V

48 8 First Steps Step 6: Saving unit parameters changed online 5. Press [Finish]. Then the parameter is transferred from the unit, which can be accessed online, to the working memory Confirm with [OK]. The mini symbol on the unit node will then disappear in the network view. 7. Save your project. The parameter is then transferred from the working memory to the parameter file where it is permanently saved. 48 Manual MOVITOOLS MotionStudio V. 5.60

49 First Steps Step 6: Saving unit parameters changed online 8 Saving unit parameters using project management Proceed as follows to save unit parameters in the project management: 1. Select the unit you changed online. 2. Transfer the unit parameters to the working memory. In the context menu, select the command [Manage unit parameter set] / [Upload (unit -> PC)] You will then see a mini symbol, informing you that the unit parameters in the working memory have been changed since the last save. 3. Save your project. Then you will see the following status: The asterisk following the project name in the title bar disappears. The mini symbol disappears Saving unit parameters using data management Proceed as follows to save unit parameters using data management: 1. Select the unit for which you want to save the parameters in the network view. 2. In the context menu, select the command [Manage unit parameter set] / [Upload (unit -> PC)]. A dialog box opens in Windows Explorer 3. Enter the file name and the directory in which you want to save the unit parameters. 4. Confirm by clicking [Save]. The dialog box displays a progress bar that informs you about the status of the data transfer. 5. Acknowledge the completion of the data transfer by clicking on [OK]. Manual MOVITOOLS MotionStudio V

50 9 Managing Projects Overview 9 Managing Projects 9.1 Overview Purpose of project management Project management gives you the possibility to structure the units in such a way that they map the function in your machine/system. You can structure the units independent of the communication link Advantages of project management Structuring the units according to the function in your machine/system Storing data in an organized manner Configuring a machine/system in the offline mode Easily comparing data of the units that are physically connected and accessible online with data of the configured units Using the same (configured) units with different communication links 50 Manual MOVITOOLS MotionStudio V. 5.60

51 Managing Projects Overview Project directories and file storage MOVITOOLS MotionStudio creates a directory structure for every project. This structure stores the following files. Files containing all parameters and configuration data of the units Files containing information from both views (page 31) The following figure shows you the directory structure and the corresponding image of the units in the project view. A high-bay warehouse was configured as an example. Position Description [1] Directory structure from the Internet Explorer view [2] Units in the project view of MOVITOOLS MotionStudio Manual MOVITOOLS MotionStudio V

52 9 Managing Projects Overview Managed objects Project management manages the following three data objects for each unit: A Basic data on the unit: Signature Unit type (e.g. MOVIDRIVE ) Firmware B Unit parameter C Communication link for the unit: Medium (e.g. SBus) Unit address Cleaning a project When you select a unit in your project and execute the "Delete" command in the context menu, the unit is only removed from the project view and the communication link to the network is interrupted. However, the parameter set of the unit remains stored in the project directory on your PC as a precaution. If you want to delete the parameter sets of all units that no longer belong to the project, select [Project / [Clean] from the menu. 52 Manual MOVITOOLS MotionStudio V. 5.60

53 Managing Projects Managing unit parameters (phases) Managing unit parameters (phases) Before starting the following process, make sure that the configured units are also physically connected and available online. The figure illustrates the phases in which the project management of MOVITOOLS MotionStudio manages the unit parameters Position Designation Description [3] Load For every unit [8] that you configure, MOVITOOLS MotionStudio creates a parameter file based on the standard parameters for this unit type. MOVITOOLS MotionStudio stores this parameter file on the hard disk [1] in the project directory. When you open the project, MOVITOOLS MotionStudio loads [3] the unit parameters from the parameter file on the hard disk. The content of this parameter file is transferred by MOVITOOLS MotionStudio to the RAM [4] of the PC. [6] Upload Changes made using online tools affect "ONLY" the unit. Perform the "Upload (unit->pc)" function [6] to transfer these changes to your RAM [4]. [7] Download Changes made using offline tools affect "ONLY" the RAM [4]. Perform the "Download (PC->unit)" function [7] to transfer these changes to the unit [4]. [2] Save The change to the working memory [4] compared to the parameter file is displayed by a mini symbol. Save your project [2]. Result: Your changes are continuously saved in the parameter files of the modified units. The mini symbol disappears. Manual MOVITOOLS MotionStudio V