National Instruments 73 Series User manual

GETTING STARTED
NI ISM-7400/7401/7402
Integrated Steppers and NI 73xx
Motion Controllers
This document explains how to install and configure the NI ISM-7400/7401/7402 integrated
steppers for use with the NI 7330/7340/7350 motion controllers.
Tip If you encounter any problems during setup, refer to the Worldwide Support
and Services section for assistance.
Contents
Connecting and Using the NI ISM-7400/7401/7402 with the NI UMI-7772/7774.................2
What You Need to Get Started.........................................................................................2
Hardware ..................................................................................................................2
Software.................................................................................................................... 3
NI Motion Controller Configuration and Installation.......................................................3
Step 1: Install NI-Motion..........................................................................................4
Step 2: Install the NI 73xx Motion Controller..........................................................4
Step 3: Install Software on and Configure the RT PXI Controller
(PXI Motion Controllers Only)............................................................................. 5
NI UMI-7772/7774 and NI ISM-74xx Configuration and Installation............................7
Step 1: Connect and Configure the UMI-7772/7774................................................7
Step 2: Connect the Drive Command Signals to the UMI-7772/7774.....................9
Step 3: Connect the Drive Enable Signal to the UMI-7772/7774............................ 10
Step 4: (Optional) Connect the Drive Fault Signal to the UMI-7772/7774 .............10
Step 5: (Optional) Connect the Encoder Signals to the UMI-7772/7774................. 11
Step 6: Connect the NI PS-12/13 Power Supply to the NI ISM-74xx .....................12
Step 7: Configure the NI ISM-7400/7401/7402 DIP Switches................................12
Step 8: Cut Off and Insulate the NC Wire................................................................14
Step 9: Power on the Drive and Verify Connections................................................15
Connecting and Using the NI ISM-7400/7401/7402 with the NI UMI-7764 ..........................16
What You Need to Get Started......................................................................................... 16
Hardware ..................................................................................................................16
Software.................................................................................................................... 16
NI Motion Controller Configuration and Installation....................................................... 17
Step 1: Install NI-Motion..........................................................................................17
Step 2: Install the NI 7330/7340/7350 Motion Controller .......................................18

2|ni.com |Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers
Step 3: Install Software on and Configure the RT PXI Controller
(PXI Motion Controllers Only) .............................................................................19
UMI-7764 and NI ISM-74xx Configuration and Installation...........................................21
Step 1: Connect and Configure the NI UMI-7764....................................................21
Step 2: Connect the Drive Command Signals to the UMI-7764 ..............................22
Step 3: Connect the Drive Enable Signal to the UMI-7764 .....................................25
Step 4: (Optional) Connect the Drive Fault Signal to the UMI-7764.......................25
Step 5: (Optional) Connect the Encoder Signals to the UMI-7764..........................26
Step 6: Connect the NI PS-12/13 Power Supply ......................................................27
Step 7: Configure the NI ISM-7400/7401/7402 DIP Switches ................................28
Step 8: Cut Off and Insulate the NC Wire................................................................29
Step 9: Power on the Drive and Verify Connections................................................30
Software Installation and Configuration...................................................................................30
Step 1: Update Firmware on the Motion Controller.........................................................30
Step 2: Configure the NI Motion Controller.....................................................................31
Step 3: Test the Motor In MAX........................................................................................32
Where to Go Next.....................................................................................................................33
Worldwide Support and Services .............................................................................................34
Connecting and Using the NI ISM-7400/7401/
7402 with the NI UMI-7772/7774
What You Need to Get Started
You need the following items to get started.
Hardware
A computer with an available PXI or PCI slot
NI 7330, NI 7340, or NI 7350 motion controller
UMI-7772/7774
SHC68-C68-S cable to connect your NI UMI and motion controller
(Optional) DB9M/DB15M/DB25M cables for UMI-7772/7774 connectivity
+24 ±10% VDC power supply (10 W minimum) for the NI UMI-7772/7774
(Optional) +5 to +30 V isolated power supply (10 to 60 W minimum, depending on I/O
requirements)
Note The same power supply may be used for both the main +24 V power supply
and I/O. However, if you use the same power supply for both connections, there will
be no isolation between the I/O and the main power.

Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers |© National Instruments |3
Snap-on ferrite beads for the power supply cable(s) (included with your NI UMI-7772 or
NI UMI-7774). You must use a separate ferrite bead for each power supply cable. Refer to
the NI UMI-7772/7774 User Guide and Specifications for installation information.
NI PS-12 or NI PS-13 power supply for the NI integrated stepper
NI ISM-7400/7401/7402 integrated stepper
Software
NI-Motion 7.6 or later driver software
Tip Refer to KB 4WRDJ3WA, Which LabVIEW Version Supports NI-Motion?, at
ni.com/kb, for NI-Motion/LabVIEW version compatibility information.
One of the following software packages and documentation:
– LabVIEW 8.5 or later
– LabWindows™/CVI™8.5 or later
– Microsoft Visual C++ 6.0
– Microsoft Visual Basic 6.0
Figure 1 shows the hardware connections using a UMI-7772/7774.
Figure 1. UMI-7772/7774 to ISM Drive Connections
NI Motion Controller Configuration and Installation
Caution Before installing the NI 7330/7340/7350 motion controller refer to the
user manual appropriate to your controller for safety and specification information.
Failure to follow safety instructions may result in damage to equipment.
SHC68-C68-S
Cable
NI PS-12/13
Power Supply
NI ISM-7400/7401/7402
Integrated Stepper
(ISM-7400 Shown)
LN-V+V
Madein China
+V ADJ
+
OUTPUT:48V 6.7A INPUT:100-240VAC 5A 50/60Hz
LN-V+V
Madein China
+V ADJ
+
.
Encoder
Connections
+24 V Power Supply
(NI PS-15 Shown)
UMI-7772/7774
I/O Connections

4|ni.com |Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers
Step 1: Install NI-Motion
You must install the NI-Motion driver software before installing an NI motion controller for the
first time. If you are upgrading from a previous version of NI-Motion, it is not necessary to
remove the NI motion controller before installing the upgrade. The upgrade does not affect the
existing Microsoft Windows configuration.
Note If you are using a Real-Time OS, install LabVIEW Real-Time on the
development computer before installing NI-Motion so that the RT support files
install.
Complete the following steps to install the NI-Motion driver software:
1. Insert the NI-Motion CD into the CD-ROM drive to display the NI-Motion installation
screen, or download the latest version from ni.com/downloads.
2. If you have autorun enabled, autorun.exe runs automatically. Otherwise, double-click
autorun.exe.
3. Follow the onscreen instructions.
Note You must update the firmware on your NI motioncontroller(s) before you can
use them with the corresponding version of NI-Motion. Refer to Step 1: Update
Firmware on the Motion Controller in the Software Installation and Configuration
section for detailed instructions.
Step 2: Install the NI 73xx Motion Controller
The following sections explain how to install PXI and PCI motion controllers.
Note When adding or removing the motion controller, you must be logged on with
administrator-level access. After you have restarted the system, you may need to
refresh Measurement & Automation Explorer (MAX) to view the new controller.
PXI Controllers
1. Power off and unplug the chassis.
Caution To protect yourself and the computer from electrical hazards, the
computer must remain unplugged until the installation is complete.
2. Choose an unused peripheral slot and remove the filler panel.
3. Touch a metal part on the chassis to discharge any static electricity that might be on your
clothes or body. Static electricity can damage the controller.
4. Insert the PXI controller into the chosen slot. Usethe injector/ejector handle to fully secure
the device into place.
5. Attach the front panel of the PXI controller to the front panel mounting rails of the chassis
with the slot screws on the chassis.

Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers |© National Instruments |5
Caution Always power on the computer containing the motion controller and
initialize the controller before you power on the rest of the motion system. Power off
the motion system in the reverse order.
6. Plug in and power on the chassis.
PCI Controllers
1. Power off and unplug the computer.
Caution To protect yourself and the computer from electrical hazards, the
computer must remain unplugged until the installation is complete.
2. Open the computer case to expose access to the PCI expansion slots.
3. Touch a metal part on the chassis to discharge any static electricity that might be on your
clothes or body. Static electricity can damage the controller.
4. Choose an unused +3.3 V or +5 V PCI slot, and remove the corresponding expansion slot
cover on the back panel of the computer.
5. Gently rock the controller into the slot. The connection may be tight, but do not force the
controller into place.
Note Check that the bracket of the device aligns with the hole in the back panel rail
of the computer chassis.
6. Secure the mounting bracket of the controller to the back panel rail of the computer.
7. Replace the cover.
Caution Always power on the computer containingthe motion controller, and then
initialize the controller before you power on the rest of the motion system. Power off
the motion system in the reverse order.
8. Plug in and power on the computer.
Step 3: Install Software on and Configure the RT PXI Controller
(PXI Motion Controllers Only)
Note This step is only required if you are using a PXI-7330/7340/7350 motion
controller and an RT PXI controller. If you are not using an RT PXI controller, skip
to the NI UMI-7772/7774 and NI ISM-74xx Configuration and Installation section.
Complete the following steps to configure the controller and install software on it.
Note The Measurement & Automation Explorer (MAX) user interface may not
match these steps exactly depending on which version of MAX you are using.

6|ni.com |Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers
1. Boot the NI PXI embedded controller into the real-time operating system. The PXI
controller automatically boots into LabVIEW RT Safe Mode when no software is installed.
LabVIEWRTSafe Mode loadswith the basicreal-timeoperatingsystemand automatically
attempts to connect to the network using DHCP. If DHCP is not available, the controller
connects to the network with a link-local IP address.
Tip You can connect a monitor to the PXI to display startup messages such as the
IP address and MAC address.
2. Launch Measurement & Automation Explorer (MAX) on the development computer by
clicking the MAX icon on the desktop ( ), or by selecting Start»All Programs»
National Instruments»Measurement & Automation.
3. Expand the Remote Systems branch. MAX lists the PXI controller as the model name of
the controller followed by the MAC address (for example, NI-PXI-8104 00802f108562).
Tip Record the PXI controller MAC address, located on the side of the controller,
for use in identifying the controller. The label also can be removed and placed on the
front of the controller for easier access. If you have connected the PXI controller to a
monitor, the MAC address also appears when the PXI system boots up.
4. Select the System Settings tab and type a descriptive name for the system in the Name
field.
5. (Optional) Complete this step only if thetarget has an empty IP address (0.0.0.0). Select the
Network Settings tab and select DHCP or Link Local from the Configure IPv4 Address
list to assign an IP address or select Staticto specify a static IP address in the IPv4 Address
section.
6. Click Save on the toolbar and let MAX reboot the system.
7. When the new system name appears under Remote Systems, expand the controller item in
the tree, right-click Software, and select Add/Remove Software.
8. Install the LabVIEW Real-Time software and NI-Motion on the RT target. Go to
ni.com/info and enter etspc for the latest information about supported software.
9. Click Next to install the selected software on the controller. Click Help if you need
information about installing recommended software sets.
10. Wait for installation to complete, then click Finish.
11. Expand the Devices and Interfaces item under the PXI system.
12. Right-click the remote motion controller icon and select Map to Local Machine. This
assigns a local board ID to the remote motion controller in the host system.
13. Mapping the remote controller into the local system allows you to configure the controller
through MAX exactly as you would a controller that is in the host system. You can initialize
the controller, download firmware, and use the interactive and configuration panels exactly
as you would on a controller installed in the host machine. You also can write VIs using the
remote motion controller through the local board ID assigned to it.

Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers |© National Instruments |7
This allows you to write and debug your VIs on the host, and then download them to the
remote system when you are ready. All you need to change is the board ID in your VI from
the locally assigned Board ID to the ID assigned by the remote system.
14. Browse to Devices and Interfaces under My System, where there is a shortcut icon next
to a new controller name.
For example, if the motion controller on the remote system is a PXI-7354, and the remote
system has an IP address of 123.45.678.9, then the shortcut device would show a name
like PXI-7354 (X) on 123.45.678.9 (Y).
Xis the board ID assigned to the board by the remote system. Use this board ID for VIs that
are downloaded to the remote system through LabVIEW RT.
Yis the board ID assigned to the remote motion controller by the local system. Use this
board ID for any VIs that run on the host and use the remote motion controller.
15. Close MAX.
NI UMI-7772/7774 and NI ISM-74xx Configuration and
Installation
This section covers the hardware setup for the NI UMI-7772/7774 and NI ISM-74xx integrated
steppers. If you are using a UMI-7764 refer to the Connecting and Using the NI ISM-7400/7401/
7402 with the NI UMI-7764 section.
Step 1: Connect and Configure the UMI-7772/7774
Complete the following steps to connect and configure the UMI-7772/7774.
Tip For more information about connecting external power, encoders, and other
motion I/O signals to the UMI-7772/7774, refer to the National Instruments
Universal Motion Interface (UMI)-7772/7774 User Manual and Specifications.
1. Connect the SHC68-C68-S 68-pin shielded cable between the Motion I/O connector on the
NI 73xx motion controller and the Motion I/O connector on the UMI-7772/7774.
2. Configure the UMI-7772/7774 DIP switches. You must set the UMI-7772/7774 switches to
the following settings to match the polarity configuration for the NI ISM-74xx:
• Fault—Active High
• Enable—Active High

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The UMI-7772/7774 DIP switch configuration is shown in Figure 2.
Figure 2. UMI-7772/7774 Fault and Enable DIP Switch Settings
Note Configuring the limit and home status LEDs on the UMI-7772/7774 does not
configure the limit and home inputs themselves as active-high or active-low. You
must configure the limit and home inputs separately on the National Instruments
motion controller using MAX or the NI-Motion driver software. This DIP switch
does not need to be configured when the UMI-7772/7774 is used with integrated
steppers.
3. Connect the positive lead of the +24 V external power supply to the V terminal and the
negative lead to the C terminal, then connect the V terminal to the Viso terminal and the
C terminal to the Ciso terminal. If you require isolation, you can connect a separate 5 to
30 VDC power supply to the Viso and Ciso terminals to use the isolation feature of the
UMI-7772/7774. Refer to the NI UMI-7772/7774 User Guide and Specifications for more
information.
Caution Do not plug in or turn on any power to the system until after all hardware
connections are complete.
18
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23
24
25
17
16
15
14
1
6
7
8
9
10
11
12
13
5
4
3
2
AXIS 1
DISABLED
FAULT FWD HOME REV
ACTIVE
LOW
ACTIVE
HIGH
LIMIT LED
FAULT ENABLE
CONTROL
FEEDBACK
1
2
3
4
5
6
7
8
9
10
11
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15

Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers |© National Instruments |9
Figure 3 shows the power terminal block.
Figure 3. UMI-7772/7774 Power Connection
Step 2: Connect the Drive Command Signals to the
UMI-7772/7774
Complete the following steps to connect the Drive Command signals to the UMI-7772/7774.
1. Connect the DB15M pigtail cable to the UMI-7772/7774 Axis 1 Control connector.
2. Connect the integrated stepper Step- wire (brown) to the DB15M cable pin 4 wire (orange)
which corresponds to the UMI-7772/7774 Step (CW) terminal.
3. Connect the integrated stepper Dir- wire (green) to the DB15M cable pin 12 wire (light
green) which corresponds to the UMI-7772/7774 Dir (CCW) terminal.
4. Connect the integrated stepper Step+ wire (orange) and Dir+ wire (yellow) to the DB15M
cable pin 3 wire (red) which corresponds to the UMI-7772/7774 +5V OUT terminal.
Figure 4 shows the connections.
Figure 4. NI ISM-7400/7401/7402 to DB15M Cable Drive Command Connections
C
V
Viso
Ciso
+24 V External
Supply(+) Terminal
V
(24VDC±10%)
(5-30VDC)
Viso INHIBIT ALL
POWER
POWER
TRIGGER / BREAKPOINT
DIGITAL I/O
ANALOG INPUT
GLOBAL STOP
INTERLOCK
+24 V External
Supply(–) Terminal
V
Viso
Ciso
C
(1)STEP+
(2)STEP–
(3)DIR+
(4)DIR–
(5)EN+
(6)EN–
(7)OUT+
(8)OUT–
(9)N.C.
(10)V –
(11)V+
(4)Step (CW)
(12)Dir (CCW)
(3)+5V OUT
(3)+5V OUT
NI ISM-7400/7401/7402 NI DB15M Cable

10 |ni.com |Getting Started with NI Integrated Steppers and NI 73xx Motion Controllers
Step 3: Connect the Drive Enable Signal to the UMI-7772/7774
Complete the following steps to connect the Drive Enable signal, which controls the enable
function of the drive.
1. Connect the En- wire (purple) to the DB15M cable pin 15 wire (red/white) which
corresponds to the UMI-7772/7774 Ciso terminal.
2. Connect the En+ wire (blue) to the DB15M cable pin 6 wire (green) which corresponds to
the UMI-7772/7774 Enable terminal.
Figure 5 shows the connections.
Figure 5. NI ISM-7400/7401/7402 to DB15M Cable Enable Connections
Step 4: (Optional) Connect the Drive Fault Signal to the
UMI-7772/7774
Complete the following optional steps to connect the drive fault signal to monitor the NI
integrated stepper for faults.
Note If you do not connect the Out+ and Out- signals to the UMI-7772/7774,
insulate the wires.
1. Connect the Out+ wire (grey) to the DB15M cable pin 8 wire (purple) which corresponds
to the UMI-7772/7774 Viso terminal.
2. Connect the Out- wire (white) to the DB15M cable pin 7 wire (blue) which corresponds to
the UMI-7772/7774 Fault+ terminal.
3. Connect the DB15M cable pin 14 wire (brown/white) which corresponds to the
UMI-7772/7774 Fault- terminal to the DB15M cable pin 15 wire (red/white) which
corresponds to the UMI-7772/7774 Ciso terminal.
(1)STEP+
(2)STEP–
(3)DIR+
(4)DIR–
(5)EN+
(6)EN–
(7)OUT+
(8)OUT–
(9)N.C.
(10)V –
(11)V+
NI ISM-7400/7401/7402 NI DB15M Cable
(6)Enable
(15)Ciso