National Instruments NI 73 Series User manual

GETTING STARTED
NI SMD-7620/7621 Stepper
Drives and NI 73xx Motion
Controllers
This document explains how to install and configure the NI SMD-7620/7621 stepper drives 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 SMD-7620/7621 with the NI UMI-7772/7774......................... 2
What You Need to Get Started ......................................................................................... 2
Hardware .................................................................................................................. 2
Software.................................................................................................................... 3
NI Motion Controller Configuration and Installation....................................................... 4
Step 1: Install NI-Motion.......................................................................................... 4
Step 2: Install the NI 73xx Motion Controller.......................................................... 5
Step 3: Install Software on and Configure the RT PXI Controller (PXI Motion
Controllers Only)................................................................................................... 6
NI UMI-7772/7774 and NI SMD-7620/7621 Configuration and Installation ................. 7
Step 1: Connect and Configure the UMI-7772/7774................................................ 8
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 SMD-7620/7621 to AC Power............................................ 11
Step 7: Connect the SMD-7620/7621 to the Motor.................................................. 12
Step 8: Connect the NI SMD-7620/7621 to the Network ........................................ 13
Step 9: Power on the Drive and Verify Connections................................................ 14
Connecting and Using the NI SMD-7620/7621 with the NI UMI-7764.................................. 15
What You Need to Get Started ......................................................................................... 15
Hardware .................................................................................................................. 15
Software.................................................................................................................... 16
NI Motion Controller Configuration and Installation....................................................... 17
Step 1: Install NI-Motion.......................................................................................... 17
Step 2: Install the NI 73xx Motion Controller.......................................................... 17

2|ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
Step 3: Install Software on and Configure the RT PXI Controller (PXI Motion
Controllers Only) ................................................................................................... 19
NI UMI-7764 and NI SMD-7620/7621 Configuration and Installation........................... 20
Step 1: Connect and Configure the NI UMI-7764....................................................20
Step 2: Connect the Drive Command Signals to the UMI-7764 ..............................22
Step 3: Connect the Drive Enable Signal to the UMI-7764 ..................................... 24
Step 4: (Optional) Connect the Drive Fault Signal to the UMI-7764....................... 24
Step 5: (Optional) Connect the Encoder Signals to the UMI-7764 ..........................24
Step 6: Connect the NI SMD-7620/7621 to AC Power............................................ 25
Step 7: Connect the SMD-7620/7621 to the Motor.................................................. 26
Step 8: Connect the NI SMD-7620/7621 to the Network......................................... 27
Step 9: Power on the Drive and Verify Connections................................................28
Software Installation and Configuration................................................................................... 28
Step 1: Configure the Drive Using the NI Stepper Configuration Utility ........................28
Step 2: Update Firmware on the Motion Controller ......................................................... 29
Step 3: Configure the NI Motion Controller.....................................................................29
Step 4: Test the Motor In MAX........................................................................................31
Where to Go Next .....................................................................................................................32
Worldwide Support and Services .............................................................................................33
Connecting and Using the NI SMD-7620/7621
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 SMD-7620/7621 and NI 73xx |© 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 SMD-7620/7621 stepper drive
NI or third-party stepper motor
Note NI offers stepper motors matched to the NI SMD-7620/7621. Refer to
ni.com/motion for motor options. National Instruments highly recommends using
these motors for the best user experience.
(Optional) ENC-7741 encoder for ST23 motors or ENC-7742 encoder for ST34 motors
Encoder cable to connect the encoder to the UMI-7772/7774
(NI part number 783025-01)
Ethernet connection and cable for the NI SMD-7620/7621
AC input cable for the NI SMD-7620/7621
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.
NI Stepper Configuration Utility
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

4|ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
Figure 1 shows the hardware connections using a UMI-7772/7774.
Figure 1. UMI-7772/7774 to NI SMD-7620/7621 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.
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 motion controller(s) before you can
use them with the corresponding version of NI-Motion. Refer to Step 2: Update
Firmware on the Motion Controller in the Software Installation and Configuration
section for detailed instructions.
SHC68-C68-S
Cable
NI SMD-7620/7621
I/O Connections
+24 V Power Supply
(NI PS-15 Shown)
UMI-7772/7774
Encoder
Connections
NI Stepper Motor
AC Input

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |5
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. Use the 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.
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|ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
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 containing the 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 SMD-7620/7621 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.
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.
LabVIEW RT Safe Mode loads with the basic real-time operating system and 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.

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |7
5. (Optional) Complete this step only if the target 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 Static to 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.
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.
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.
13. 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.
14. Close MAX.
NI UMI-7772/7774 and NI SMD-7620/7621
Configuration and Installation
This section covers the hardware setup for the NI UMI-7772/7774 and NI SMD-7620/7621
stepper drive. If you are using a UMI-7764 refer to the Connecting and Using the
NI SMD-7620/7621 with the NI UMI-7764 section.

8|ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
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 SMD-7620/7621:
• Fault—Active High
• Enable—Active High
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 the
NI SMD-7620/7621 stepper drives.
18
19
20
21
22
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
12
13
14
15

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |9
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.
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 SMD-7620/7621 X1/STEP- terminal (pin 2) to the DB15M cable pin 4 wire
(orange) which corresponds to the UMI-7772/7774 Step (CW) terminal.
3. Connect the SMD-7620/7621 X2/DIR-terminal (pin 4) to the DB15M cable pin 12 wire
(light green) which corresponds to the UMI-7772/7774 Dir (CCW) terminal.
4. Connect the SMD-7620/7621 X1/STEP+ terminal (pin 1) and the SMD-7620/7621
X2/DIR+ terminal (pin 3) to the DB15M cable pin 3 wire (red) which corresponds to the
UMI-7772/7774 +5V OUT terminal.
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

10 |ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
Figure 4 shows the SMD-7620/7621 Drive Command and I/O Connector location and pinout.
Figure 4. SMD-7620/7621 Drive Command and I/O Connector
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 X3/EN+ terminal (pin5) to the DB15M cable pin 6 wire (green) which
corresponds to the UMI-7772/7774 Enable terminal.
2. Connect the X3/EN- terminal (pin 6) to the DB15M cable pin 15 wire (red/white) which
corresponds to the UMI-7772/7774 Ciso terminal.
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 SMD-7620/7621 for faults.
1. Connect the Y1+ terminal (pin 11) to the DB15M cable pin 8 wire (purple) which
corresponds to the UMI-7772/7774 Viso terminal.
2. Connect the Y1- terminal (pin 12) 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.
A+ A- B-B+LN
X1/STEP+
X1/STEP–
X2/DIR+
X2/DIR–
X3/EN+
X3/EN–
GND
+5V OUT
(100 mA MAX)
Reserved
Reserved
Y1+
Y1–
Y2+
Y2–
Reserved
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |11
Step 5: (Optional) Connect the Encoder Signals to the
UMI-7772/7774
If your motor includes an encoder, complete the following steps to connect the encoder to the
UMI-7772/7774:
1. Connect one end of the encoder cable to the encoder.
2. Cut the 15-pin DSUB connector off of the other end of the cable and expose the encoder
wires.
3. Connect the encoder wires to the DB25M cable as indicated in Table 1.
4. Insulate any unused wires.
Step 6: Connect the NI SMD-7620/7621 to AC Power
Note Do not apply power until after you complete Step 9: Power on the Drive and
Verify Connections.
Complete the following steps to connect the NI SMD-7620/7621 to AC power.
1. Connect an AC input cable to the line, neutral, and protective earth connectors as shown in
Figure 5.
2. (Optional) Install a fuse on the AC input line as shown. The SMD-7620 contains an internal
8A fast acting fuse. The SMD-7621 contains an internal 3.5A fast acting fuse. If an external
fuse is desired, National Instruments recommends a 6A fast acting fuse for the SMD-7620
and a 3 amp fast acting fuse for the SMD-7621 version.
3. (Optional) If your application requires EMC compliance, install a Corcom 6ET1 line filter
in series with the AC input as shown.
Table 1. NI SMD-7620/7621 to UMI-7772/7774 Connections
Encoder
Signal Name
Encoder Cable
Wire Color
DB25M
Wire Number
(Color)
UMI-7772/7774
Signal Name
CH A blue 1 (black) Encoder Phase A
CH A- blue/white 14 (brown/white) Encoder Phase A-
CH B yellow 2 (brown) Encoder Phase B
CH B- yellow/white 15 (red/white) Encoder Phase B-
INDEX orange 3 (red) Encoder Index
INDEX- orange/white 16 (orange/white) Encoder Index-
GND black 17 (green/white) Digital Ground
+Vcc red 4 (orange) +5V OUT

12 |ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
Note Refer to the NI SMD-7620/7621 User Manual for more information about
connecting to AC power.
Figure 5 shows the SMD-7620/7621 Power and Motor Connector location and pinout, with
optional fusing and line filters.
Figure 5. SMD-7620/7621 Power and Motor Connector
Step 7: Connect the SMD-7620/7621 to the Motor
Caution Do not connect or disconnect the motor with the power on.
NI offers NEMA 23 and NEMA 34 stepper motors matched to the SMD-7620/7621. When
connecting these motors to the SMD-7620, connect them in parallel as shown in Figure 6.
Note Motor wire colors are correct for NI stepper motors compatible with the
NI SMD-7620/7621. These wire colors may not match a third-party stepper motor.
Figure 6. Eight Lead Motor Parallel Connection
A+ A- B-B+LN
To Line (Hot)
To Neutral
To Earth Ground
Fuse
Line Filter
Surge Protector
8
Lead
Motor
White
Brown
Orange
Green
Red
BlueYellow
Black
B+
A+
A–
B–

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |13
When connecting these motors to the SMD-7621, connect them in series as shown in Figure 7.
Figure 7. Eight Lead Motor Series Connection
Note For information about connecting third-party motors, refer to the
NI SMD-7620/7621 User Manual.
Figure 8 shows the NI SMD-7620/7621 motor connections.
Figure 8. NI SMD-7620/7621 Motor Connector Terminal
Step 8: Connect the NI SMD-7620/7621 to the Network
1. Connect the NI SMD-7620/7621 to an Ethernet network on the same subnet as the
development computer.
2. Set the rotary switch to one of the preset IP addresses or to the F position to configure the
drive to use DHCP.
Note This document assumes you have configured the drive for DHCP. For
information about other settings refer to the NI SMD-7620/7621 User Manual.
A+
A–
B+
B–
White
Orange
Brown
Green
Red
Yellow
BlueBlack
8
Lead
Motor
A+ A- B-B+LN
LINE MOTOR
A+ A- B-B+LN

14 |ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
Figure 9 shows the NI SMD-7620/7621 IP address selection switch and Ethernet connector.
Figure 9. NI SMD-7620/7621 IP Selection and Ethernet Connector
Step 9: Power on the Drive and Verify Connections
After all hardware connections have been made complete the following steps to confirm the
hardware setup.
1. Turn on all power supplies and apply AC power.
2. Verify that the Drive Status LED on the NI SMD-7620/7621 flashes or is solid green.
Figure 10 shows the location of the Drive Status LED.
Figure 10. Drive Status LED Location
If the Drive Status LED does not flash or turn solid green, turn off all power, verify the
connections, and try again.
3. Verify that the VLED on the UMI-7772/7774 illuminates. If the 24 VDC power supply has
also been connected to the Viso and Ciso terminals, the Viso LED illuminates. If you are
using a separate power supply to provide isolation, power on the separate 5 to 30 V power
supply and the Viso LED indicator illuminates. Figure 11 shows the location of the Vand
Viso LEDs.
1 IP Address Selection Switch 2 Ethernet connector
A+ A- B-B+LN
12
Status LEDs

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |15
Figure 11. UMI-7772/7774 V and Viso LED Location
If the Vand Viso LEDs do not illuminate, turn off all power, verify the connections, and
try again.
Note Refer to the Software Installation and Configuration section to continue
setting up your system.
Connecting and Using the NI SMD-7620/7621
with the NI UMI-7764
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-7764
SH68-C68-S cable to connect your NI UMI and motion controller
+5 V power supply for the UMI-7764
Snap-on ferrite bead for the power supply cable (included with your NI UMI-7764). Refer
to the UMI-7764 User Guide and Specifications for installation information.
NI SMD-7620/7621 stepper drive
NI or third-party stepper motor
FAULT FWD HOME REV FAULT FWD HOME REV FAULT FWD HOME REV FAULT FWD HOME REV
LIMIT LEDFAULT ENABLE LIMIT LEDFAULT ENABLE LIMIT LEDFAULT ENABLELIMIT LEDFAULT ENABLE

16 |ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
Note NI offers stepper motors matched to the NI SMD-7620/7621. Refer to
ni.com/motion for motor options. National Instruments highly recommends using
these motors for the best user experience.
(Optional) ENC-7741 encoder for ST23 motors or ENC-7742 encoder for ST34 motors
Encoder cable to connect the encoder to the NI UMI (NI part number 783025-01)
Ethernet connection and cable for the NI SMD-7620/7621
AC input cable for the NI SMD-7620/7621
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.
NI Stepper Configuration Utility
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 12 shows the hardware connections using a UMI-7764.
Figure 12. UMI-7764 to NI SMD-7620/7621 Drive Connections
SH68-C68-S
Cable
UMI-7764
+5 V Power
Supply
NI SMD-7620/7621
I/O Connections
Encoder
Connections
NI Stepper Motor
AC Input

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |17
NI Motion Controller Configuration and Installation
This section covers the hardware setup for the NI motion controller.
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.
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:
Note When installing NI-Motion, 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.
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 motion controller(s) before you can
use them with the corresponding version of NI-Motion. Refer to Step 2: 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.
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.

18|ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
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. Use the 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.
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 containing the 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.

Getting Started with NI SMD-7620/7621 and NI 73xx |© National Instruments |19
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 Step 1: Connect and Configure the NI UMI-7764 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.
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.
LabVIEW RT Safe Mode loads with the basic real-time operating system and 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 the target 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 Static to 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.

20 |ni.com |Getting Started with NI SMD-7620/7621 and NI 73xx
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.
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.
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.
13. 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.
14. Close MAX.
NI UMI-7764 and NI SMD-7620/7621 Configuration and
Installation
This section covers the hardware setup for the NI UMI-7764 and NI SMD-7620/7621 stepper
drive. If you are using a UMI-7772/7774 refer to the NI UMI-7772/7774 and NI SMD-7620/7621
Configuration and Installation section.
Step 1: Connect and Configure the NI UMI-7764
Complete the following steps to connect and configure your UMI-7764.
Tip For more information about connecting external power, encoders, and other
motion I/O signals, refer to the Universal Motion Interface (UMI)-7764 User Guide
and Specifications.
1. Connect the SH68-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-7764.
2. Configure the UMI-7764 DIP switches. You must set the DIP switches to the following
settings to match the polarity configuration for the SMD-7620/7621 stepper drive:
• Inhibit Input (S2)—Active Low
• Inhibit Output (S1)—Active Low