User Guide November 19, 2014
Contents 3 Welcome 3 What Is FACTORY I/O 3 How Does It Work 4 I/O Drivers: Connecting To External Technologies 5 System Requirements 6 Run Mode And Edit Mode 7 Controls 8 Cameras 8 Camera Modes 9 Camera Navigation 9 Camera Options 10 Interactivity 11 I/O Points 13 User Interface 13 Toolbar 15 Options 19 Driver Configuration 20 Palette 21 Status Bar 21 Context Menu 23 Support 2
Welcome What Is FACTORY I/O FACTORY I/O is a real time sandbox for automation training. This simulation includes cutting edge physics and a realistic environment, inspired by the automation industry, with high quality graphics and sound. FACTORY I/O allows an easy and quick creation of 3D industrial systems through a drag and drop approach. Any of the built systems can be interacted with and controlled in real time. How Does It Work FACTORY I/O includes a library of completely functional parts that represent common industrial equipment. The user can start with any of the pre-built scenes or drag and drop parts into an empty scene to build new industrial systems. The pre-built scenes are based on what s commonly found in typical industrial plants and are completely editable. All scenes can be saved and loaded allowing them to be easily shared. At any point the simulation can be run, whether there s a complete system on scene or just some parts that need testing. Parts can be interacted with during the simulation, allowing them to be tested with real time physics. Built systems can be interfaced with the most common automation technologies through I/O drivers. Welcome What is FACTORY I/O How Does It Work 3
I/O Drivers: Connecting To External Technologies FACTORY I/O can be connected to external technologies through drivers. Systems are controlled by accessing the parts I/O points, represented by tags. These tags are automatically generated when a part is added to the scene and can be edited (View page 11). Use the Drivers Configuration Window (View page 17) to choose and setup one of the available drivers to interface the system tags with external technologies. With the Open (SDK) driver, FACTORY I/O tags can be accessed through a. NET 2.0 assembly. This library allows users to write code to exchange information between FACTORY I/O and target technologies. Users can develop their own drivers. When using the Open (SDK) driver, tags are automatically detected and updated in CONNECT I/O. This simple visual programming environment can control FACTORY I/O or even allow it to connect to software and hardware. Note: Each I/O driver requires a valid license. An Open (SDK) driver license gives access to all drivers. For more information please consult the SDK documentation, the CONNECT I/O User Guide and FACTORY I/O webpage for a detailed and updated list of all available drivers. I/O Drivers - Connecting To External Technologies 4
System Requirements FACTORY I/O minimum system requirements. Operating System Processor Memory Hard Disk Space Video Sound Windows Vista or higher Intel Core 2 Duo at 2Ghz, or AMD Athlon 64 x2 2Ghz or higher 1Gb 500Mb DirectX 9.0c NVIDIA cards since 2007 (GeForce 8 Series), AMD cards since 2007 (Radeon 2xxx Series), Intel cards since 2008 (GMA 4500); support for shader model 2.0 or higher DirectX compatible sound card System Requirements 5
Run Mode And Edit Mode FACTORY I/O has two working modes: the EDIT mode, used to connect parts and build systems, and the RUN mode, used to control and test systems. RUN/EDIT- Switch between RUN and EDIT mode. PAUSE - Pause the simulation (RUN mode). Physics driven cameras (fly and first person) cannot move. RESET- Reset the simulation (RUN mode). Run Mode This mode runs the simulation and doesn t allow editing. Some parts can be interacted with (boxes, buttons, etc.). Real time physics are simulated in this mode. Edit Mode This mode stops the simulation and allows all parts to be selected and edited. Run Mode And Edit Mode 6
Controls Controls and shortcuts differ whether the simulation is in RUN mode or EDIT mode. Not bindable + Undo + Redo + Group/Ungroup Cycle Cameras Interact with objects Look around Bindable Move forward Move back Move left Move right Zoom Duplicate Reset Camera Vertical transl. (Left) Mult. Selection Toggle Console Toggle sensor tags Toggle actuator tags Toggle Palette Slow down Switch RUN/EDIT Controls 7
Cameras Camera Modes Select from three different camera modes. Same controls apply different actions depending on the selected camera. ORBIT - Select the ORBIT camera. ORBIT camera rotates around a selected point of interest (PI). Double click on the scene to select the PI. Most parts are placed on the horizontal plane defined by PI (at that height). This camera is not affected by physics. Move PI forward Move PI back Move PI right Move PI left Double click to Select PI Rotates around PI Click to Translate PI Approach to PI Distance from PI FLY - Select the FLY camera. FLY camera rotates around the camera center and is affected by physics. Move forward Move back Move right Move left Move up Move down Left Click + Right Click and Hold - Move where you look. FIRST PERSON - Select the FIRST PERSON camera. FIRST PERSON camera mimics the perspective of a first person view and is affected by physics. This camera cannot use the FOLLOW PART option. Move forward Move back Strafe right Strafe left Jump Left Click + Right Click and Hold - Move where you look. Cameras Camera Modes 8
Camera Navigation Controls also differ accordingly to the current camera mode. Cameras: ORBIT FLY FIRST PERSON MOVEMENT MOVEMENT MOVEMENT ROTATION ROTATION LOOK ZOOM UP / DOWN JUMP Camera Options FOLLOW PART - Follows a selected part. CLICK on FOLLOW PART and next on the part to follow. Works with the ORBIT and FLY cameras. CAMERAS - Toggles the Cameras window. CLICK on SAVE CAMERA to save the current camera. CLICK on EDIT to edit the camera name. CLICK on DELETE to delete the camera. EDIT DELETE Cameras Camera Navigation Camera Options 9
Interactivity It is possible to interact with movable objects during the simulation. This allows the users to interact like they would with objects. It s possible to add and remove items from systems, cause malfunctions or system jams and test parts (e.g. test a conveyor). The movable objects are identified by a hand mouse icon. To move an object CLICK and DRAG it to the desired location. Some parts can be interacted with (boxes, buttons, pallets, etc.) and are indicated by the hand mouse cursor. Left click and hold to interact with the part. Camera navigation is still possible when a object is being held. RUN Mode Specific Controls Left clicking while holding the left SHIFT key locks the part rotation. MOVABLE OBJECT Interactivity 10
I/O Points I/O points are represented by Tags. A tag is defined by a name, an address and a value which can be Discrete, Analog or Numerical. Tags are automatically generated when FACTORY I/O starts and whenever a part is added to the scene. Tags that are always created when FACTORY I/O starts: FACTORY I/O (Running) FACTORY I/O (Paused) FACTORY I/O (Reset) FACTORY I/O (Time Scale) True if the simulation is running. True if the simulation is paused. True if the simulation was reset. Indicates the simulation time scale. (1 if running, 0.1 if in slow motion, 0 if paused or in edit mode). TAG To access tags, DOUBLE CLICK on a Floating Tag to dock it at the top left of the screen or open the VIEW Menu and check Dock All Tags to dock all existing tags at once. Select a docked tag to EDIT it. FORCE VALUE EDIT ADDRESS EDIT NAME CLOSE SHORT CIRCUIT OPEN CIRCUIT NO FAILURE UNDOCK TAG Click on or DOUBLE CLICK on the Tag to undock it. VALUE Discrete, Analog or Numerical value. CLICK on to force the Tag value. ADDRESS NAME Shows the Tag memory address. CLICK on it to EDIT the Tag address. Shows the Tag memory address. CLICK on it to EDIT the Tag address. I/O Points 11
Select a FAILURE to inject: FAILURE NO FAILURE - Click on to remove any injected failure. OPEN CIRCUIT - Click on to inject an OPEN CIRCUIT failure. When this failure is injected the value of the Tag is always 0. SHORT CIRCUIT - Click on to inject and SHORT CIRCUIT failure. When this failure is injected the value of the Tag is always 1 if the value is discrete or 0 if the value is analog or numerical. Failures can be injected in sensors and actuators. Whenever failures are being injected, a Warning Icon is displayed in front of each affected Tag. WARNING ICONS I/O Points 12
User Interface DOCKED TAGS TOOLBAR CAMERAS PALETTE Toolbar File Menu STATUS BAR NAVIGATION PANEL PERFORMANCE BAR NEW Creates a new scene. OPEN SAVE SAVE AS OPTIONS Shows the Open menu. This menu has two sections, the My Scenes section, where all the saved scenes can be found and the Pre-Built Scenes section, where all the pre-built scenes can be found. Saves the current scene (saved in the folder Documents\FACTORY IO\ MyScenes ). Opens the Save menu. Opens the Options menu. User Interface Toolbar 13
DRIVER CONFIGURATION EXIT Opens the Driver Configuration window. Closes the application. EDIT MENU UNDO REDO Erases the last change done to the scene. Reverses the undo. VIEW MENU OPEN CONSOLE CAMERA NAVIGATION CAMERAS PALETTE TAGS SENSORS FLOATING TAGS ACTUATORS FLOATING TAGS FLOATING TAGS ADDRESS DOCK ALL TAGS CLEAR DOCKED TAGS Enables the console. Check to toggle the visibility of the camera navigation interface. Controls differ accordingly to current camera. Check to show or hide the Cameras window. Check to show or hide the Palette window (EDIT mode). Check to show or hide the Tags window. Check to show or hide the sensors floating tags. Check to show or hide the actuators floating tags. Check to show or hide tags addresses. Docks all existing Tags. Removes all docked Tags. Note: The console is a command line interface where the programs settings and variables can be edited while the program is running. It also displays a log of warnings, errors, and other messages produced during the programs execution. It can be shown/hidden and appears over the normal scene view. User Interface Toolbar 14
OPTIONS In any sub menu click on DEFAULT to restore the default settings. GENERAL LOOK Look Sensitivity - Adjust the look sensitivity. A higher sensitivity allows the camera to turn faster. Invert Look - Invert the controls for looking. APPLICATION LOCALIZATION Run in Background - Continues the simulation if the window loses focus. Language - Choose a language. VIDEO User Interface Options 15
Click APPLY to apply the new settings. RESOLUTION DISPLAY MODE QUALITY V-SYNC Set the screen resolution. Switch between full screen and windowed mode. Set the graphical quality. In some machines increasing the quality will lower performance. Enable vertical synchronization. In some configurations it may lower performance. AUDIO ENABLE SOUND VOLUME Enable or disable all sounds. Set the master volume. User Interface Options 16
CONTROLS Change key bindings. Arrow keys are defined by default for movement and cannot be used. INSTRUCTOR For each saved scene you may lock several options with a password. PASSWORD RUN MODE ONLY LOCK CURRENT PARTS HIDE FAILURES Choose an unlock password and click LOCK to lock the options. If left empty no password will be required. Check to disable EDIT mode. Applied only after loading a scene. Lock the current parts on scene (cannot be edited). New parts added to the scene are editable. The mouse cursor will indicate a locked part on rollover. Hides all failure warnings from the scene and Tags window. User Interface Options 17
LICENSING CURRENT LICENSE ACTIVATE TRIAL LICENSE Displays the current license details. Click on REFRESH to update license details. Insert your activation key and click on GET LICENSE to activate FACTORY I/O with a stand-alone license. Internet connection and administrator privileges are required. Click on GET TRIAL LICENSE to start using a trial version of FACTORY I/O. After 30 days your trial expires. Internet connection and administrator privileges are required. User Interface Options 18
DRIVER CONFIGURATION Opens the Driver Configuration Window. Click on RESET to reset te configuration of the current driver. Click on CLOSE to close the Driver Configuration Window. Only the licensed drivers will appear as available. When the options NONE and OPEN (SDK) are selected no configuration is required. The Driver Configuration allows the mapping of sensors and actuators tags (drag and drop) with the inputs and outputs of drivers. TAG NAME DATATYPE User Interface Driver Configuration 19
ORBIT FOLLOW PART CAMERAS ACTUATORS SLOW MOTION PALETTE FLY FIRST PERSON SENSORS SLOW MOTION - Slow down the simulation (x10). SENSORS TAGS - Show or hide the sensors floating tags. ACTUATORS TAGS - Show or hide the actuators floating tags. Palette Show or hide the Palette window (only available in EDIT mode). DRAG and DROP a part into the scene. SEARCH BAR - Search a specific part by using keywords. ALL - CLICK to select a part category. This filters the visible parts. Parts are divided into Items, Heavy Load Conveyors, Light Load Conveyors, Sensors, Operators, Warning Devices and Walkways. User Interface Palette 20
Status Bar Displays information about the current state of FACTORY I/O: CURRENT VERSION, PROJECT NAME, CURRENT DRIVER and PERFORMANCE BAR. PERFORMANCE BAR Indicates the real time performance of the application itself. Color ranges from GREEN to RED. It is recommended to keep this bar GREEN as this means the physics of the application are running correctly. When the bar is YELLOW, physics are running averagely but quality is degrading. When the bar is RED physics simulation loses precision. Performance is influenced by many factors. Some actions can normally be taken to increase performance: Lower the SCREEN RESOLUTION Lower the QUALITY Disable V-SYNC Decrease the number of parts in the scene Go to FILE - OPTIONS - VIDEO. Go to FILE - OPTIONS - VIDEO. Go to FILE - OPTIONS - VIDEO. E.g.: delete unused parts. Context Menu RIGHT CLICK on a part to see the CONTEXT MENU. Some parts have some degrees of freedom locked on rotation. YAW Rotation around the vertical axis. CLICK on and to Yaw. ROLL Rotation around the front-to-back axis. CLICK on and to Roll. PITCH Rotation around the side-to-side axis. CLICK on and to Pitch. HORIZONTAL TRANS. VERTICAL TRANS. DUPLICATE Moves on the horizontal axis. CLICK to SELECT a location. Moves the part up or down. CLICK to SELECT a location. Creates an identical copy of the selected part(s). The selected part(s) is moved according to the mouse pointer s location. LEFT CLICK to place the part(s) on the desired position. User Interface Status Bar Context Menu 21
DELETE Delete selected part(s). Groups a set of parts together. To create a group multi-select two or more parts and CLICK GROUP. Select an existing group and CLICK UNGROUP to convert the grouped parts back to normal. GROUP / UNGROUP CONFIGURATION EDITING GROUP - SELECT a group and PRESS CTRL to enter the group: the individual parts within it are shown and can be individually edited. To ADD a part to an existing group select the group, PRESS CTRL and CLICK on the part to ADD and then CLICK on GROUP. Select a configuration. The available options vary according to the selected part. Some examples of existing configurations: DISCRETE, ANALOG, BISTABLE, MONOSTABLE, etc. EMITTER parts include extra functionalities. BASE TO EMIT PART TO EMIT MAX TIME MIN TIME UP TO RANDOM PART POSITION RANDOM PART ORIENTATION Choose the bases to emit from PALLET, SQUARE PALLET, and EMPTY. Choose the parts to emit from SMALL BOX, MEDIUM BOX, LARGE BOX or NONE. Maximum time interval between the emission of parts (in seconds). Minimum time interval between the emission of parts (in seconds). Maximum of parts to emit. CHECK to emit parts in random positions. CHECK to emit parts with random orientations. User Interface Context Menu 22
Support We want you to get the maximum advantage from our product. So if you run into technical difficulties, we are here to help. For the most frequently asked questions, you can easily find answers in the product documentation and at our website. If you still cannot find the answer, gather all the information or questions that apply to your problem, and with the product close at hand, contact us: Website: www.realgames.pt Email: support@realgames.pt Support 23