Renishaw FORTiS-N User manual

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www.renishaw.com/fortisdownloads
Installation guide
M-6725-9026-02-A
FORTiS-N™enclosed encoder system
Functional Safety installation guide and safety manual

2FORTiS-N Functional Safety enclosed encoder system – original instructions
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Contents
1 Legal notices ...................................................................................................................6
1.1 Patents ................................................................................................................6
1.2 Terms and Conditions and Warranty .........................................................................................6
1.3 Declaration of Conformity..................................................................................................6
1.4 Product compliance ......................................................................................................6
1.5 Federal Code Of Regulation (CFR) FCC Part 15 – RADIO FREQUENCY DEVICES....................................................7
1.6 Intended use ...........................................................................................................7
1.7 Warnings ..............................................................................................................7
1.8 Packaging..............................................................................................................8
1.9 REACH regulation .......................................................................................................8
1.10 Disposal of waste electrical and electronic equipment............................................................................8
1.11 Further information.......................................................................................................8
2 Denitions .....................................................................................................................9
3 Information for use...............................................................................................................9
4 Functional Safety data declaration .................................................................................................10
5 Safety function.................................................................................................................11
5.1 Fault exclusions ........................................................................................................11
5.2 Failure modes effects and diagnostics analysis ................................................................................11
5.3 Installation ............................................................................................................11
5.4 Commissioning test .....................................................................................................11
5.5 Evaluation unit monitoring ................................................................................................12
5.6 Maintenance...........................................................................................................12
5.7 Repair................................................................................................................12
5.8 Proof testing...........................................................................................................12

4FORTiS-N Functional Safety enclosed encoder system – original instructions
6 Certication ...................................................................................................................13
7 Summary of EU declaration of conformity............................................................................................13
8 Summary of UK declaration of conformity............................................................................................14
9 Overview of the FORTiS-N FS encoder system .......................................................................................15
10 Parts list......................................................................................................................16
10.1 Included in the box ......................................................................................................16
10.2 Not included / required tools ..............................................................................................17
10.3 Optional extras .........................................................................................................18
10.4 Cable options ..........................................................................................................18
11 Storage and handling ...........................................................................................................19
12 Installation drawings ............................................................................................................20
12.1 Mounting surface preparation..............................................................................................20
12.2 Datum location edge or dowel pins – standard end caps ........................................................................20
12.3 Mounting orientations – standard end caps ...................................................................................21
12.4 Mounting orientations – short end caps......................................................................................21
12.5 FORTiS system installation drawing – standard end caps........................................................................22
12.6 FORTiS system installation drawing – short end caps...........................................................................23
13Productspecication ............................................................................................................24
14 Installation procedure – extrusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
14.1 Protection for sealed linear encoders........................................................................................25
14.2 Thermal datum.........................................................................................................25
14.3 Extrusion installation without mounting spar ..................................................................................26
14.4 Installation with mounting spar.............................................................................................27
14.5 Mounting spar installation drawing..........................................................................................28
14.6 Spar mounting options ...................................................................................................29

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15 Installation procedure – readhead..................................................................................................30
15.1 Start of measuring length – standard........................................................................................30
15.2 Start of measuring length – short end caps ...................................................................................30
15.3 Alignment bracket method ................................................................................................31
15.4 Set-up shim method.....................................................................................................33
15.5 Installation using the mounting aid method ...................................................................................35
15.6 FORTiS cable connection ................................................................................................37
15.7 Validating an installation..................................................................................................38
15.8 Air supply .............................................................................................................39
16 Cables and serial interfaces ......................................................................................................40
16.1 Generalspecications ...................................................................................................40
16.2 Permissible cable lengths.................................................................................................40
16.3 BiSS Safety serial interface ...............................................................................................42
16.4 Siemens DRIVE-CLiQ serial interface .......................................................................................44

6FORTiS-N Functional Safety enclosed encoder system – original instructions
1.4 Product compliance
This document is an installation guide and safety manual which details the actions required for the
safe integration of the FORTiS-N FS encoder system with BiSS Safety or Siemens DRIVE-CLiQ
serial interfaces, as designated by the letter S in this location in the part number,
e.g. FN100A012HC28DS050X, into a functionally safe system.
The FORTiS-N FS encoder system is suitable for use in a Category 3 performance level d (PLd)
applicationincompliancewithISO13849‑1andinasafetyintegritylevel2(SIL2)applicationin
compliancewithIEC61508‑1andIEC61800‑5‑2wheninstalledandoperatedinaccordance
withtheinstructionsdened.Failuretofollowthecorrectuseinstructionsandfailuretoheedthe
limitations may result in SIL2 and/or PLd not being achieved and will invalidate the Functional
Safetycertication.
AcopyoftheFORTiS‑NFSencodersystemcerticateisavailablefromourwebsite:
www.renishaw.com/productcompliance
1 Legal notices
1.1 Patents
Features of Renishaw’s encoder systems and similar products are the subjects of the following
patentsandpatentapplications:
1.2 Terms and Conditions and Warranty
Unless you and Renishaw have agreed and signed a separate written agreement, the equipment
and/or software are sold subject to the Renishaw Standard Terms and Conditions supplied with
suchequipmentand/orsoftware,oravailableonrequestfromyourlocalRenishawofce.
Renishaw warrants its equipment and software for a limited period (as set out in the Standard
TermsandConditions),providedthattheyareinstalledandusedexactlyasdenedinassociated
Renishawdocumentation.YoushouldconsulttheseStandardTermsandConditionstondoutthe
full details of your warranty.
Equipment and/or software purchased by you from a third-party supplier is subject to separate
terms and conditions supplied with such equipment and/or software. You should contact your
third-party supplier for details.
1.3 Declaration of Conformity
Renishaw plc hereby declares that the FORTiS-N™encoder system is in compliance with the
essentialrequirementsandotherrelevantprovisionsof:
• the applicable EU directives
• the relevant statutory instruments under UK law.
ThefulltextoftheDeclarationofConformityisavailableat:www.renishaw.com/productcompliance
SIL2
FUNCTIONAL
SAFETY
PLd
CN1260551 US7499827 JP4008356 GB2395005 US20100163536
US20150225858 CN102197282 EP2350570 JP5480284 US8505210
KR1630471 CN102388295 EP2417423 KR1701535 US2012007980
CN102460077 EP2438402 US20120072169 KR1851015 JP6074392
JP5755223 EP01103791 US6465773

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1.5 Federal Code Of Regulation (CFR) FCC Part 15
– RADIO FREQUENCY DEVICES
FCC Compliance Statement
47 CFR Section 15.19
This device complies with part 15 of the FCC Rules. Operation is subject to the following two
conditions:
1. This device may not cause harmful interference, and
2. This device must accept any interference received, including interference that may cause
undesired operation.
47 CFR Section 15.21
TheuseriscautionedthatanychangesormodicationsnotexpresslyapprovedbyRenishawplcor
authorised representative could void the user’s authority to operate the equipment.
47 CFR Section 15.105
This equipment has been tested and found to comply with the limits for a Class A digital device,
pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection
against harmful interference when the equipment is operated in a commercial environment. This
equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in
accordance with the instruction manual, may cause harmful interference to radio communications.
Operation of this equipment in a residential area is likely to cause harmful interference in which
case the user will be required to correct the interference at their own expense.
47 CFR Section 15.27
This unit was tested with shielded cables on the peripheral devices. Shielded cables must be used
with the unit to ensure compliance.
Supplier’s Declaration of Conformity
47 CFR § 2.1077
Unique Identier: FORTiS-N
Responsible Party – U.S. Contact Information
Renishaw Inc.
1001 Wesemann Drive
West Dundee
Illinois
IL 60118
United States
Telephonenumber:+18472869953
Email:[e-mail]
ICES-003 – Information Technology Equipment (including
Digital Apparatus)
This ISM device complies with Canadian ICES-003(A).
Cet appareil ISM est conforme à la norme ICES-003(A).
1.6 Intended use
The FORTiS encoder system is designed for metrology in industrial environments, such as machine
tools.Itmustbeinstalled,operated,andmaintainedasspeciedinRenishawdocumentationand
in accordance to the Standard Terms and Conditions of the Warranty and all other relevant legal
requirements.
1.7 Warnings
In all applications involving the use of machine tools, eye protection is recommended.

8FORTiS-N Functional Safety enclosed encoder system – original instructions
1.8 Packaging
The packaging of our products contains the following materials and can be recycled.
1.9 REACH regulation
Information required by Article 33(1) of Regulation (EC) No. 1907/2006 (“REACH”) relating to
productscontainingsubstancesofveryhighconcern(SVHCs)isavailableat:
www.renishaw.com/REACH
1.10 Disposal of waste electrical and electronic
equipment
The use of this symbol on Renishaw products and/or accompanying documentation
indicates that the product should not be mixed with general household waste upon
disposal. It is the responsibility of the end user to dispose of this product at a
designated collection point for waste electrical and electronic equipment (WEEE) to
enable reuse or recycling. Correct disposal of this product will help to save valuable
resources and prevent potential negative effects on the environment. For more
information, contact your local waste disposal service or Renishaw distributor.
Packaging components
Packaging
component
Material ISO 11469 Recycling guidance
Wooden box Plywood and softwood Not applicable Recyclable
Outer box Cardboard Not applicable Recyclable
Polypropylene PP Recyclable
Inserts Low density polyethylene foam LDPE Recyclable
Cardboard Not applicable Recyclable
Bags High density polyethylene bag HDPE Recyclable
Metalised polyethylene PE Recyclable
1.11 Further information
Further information relating to the FORTiS encoder range can be found in the FORTiS
datasheetsavailablefromyourlocalRenishawrepresentativeorfromourwebsite:
www.renishaw.com/fortisdownloads
For further details regarding FORTiS enclosed linear encoder variants refer to the following table.
Encoder system description Part numbers
Data sheet Installation guide
FORTiS-S L-9517-9934 M-9768-9857
FORTiS-S enclosed encoder system with
multiple readheads
Refer to installation guide M-6725-9176
FORTiS-S functional safety (FS) system L-9517-9958 M-6725-9016
FORTiS-S functional safety (FS) system
with multiple readheads
Refer to installation guide M-6725-9188
FORTiS-N L-9517-9946 M-9768-9887
FORTiS-N enclosed encoder system with
multiple readheads
Refer to installation guide M-6725-9200
FORTiS-N functional safety (FS) system L-9517-9970 M-6725-9026
FORTiS-N functional safety (FS) system
with multiple readheads
Refer to installation guide M-6725-9212

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2 Denitions 3 Information for use
WARNING A hazard with a medium risk of injury if not avoided WARNING Not to be used in environments where there is an explosive atmosphere
WARNING Not to be used by medical devices
ESD handling The ESD Susceptibility Symbol consists of a triangle, a reaching
hand, and a slash through the reaching hand. The triangle means
“Caution” and the slash through the reaching hand means “Don’t
touch”.
Mechanical safe position The maximum distance the scale might move from its installed
position,forexampleifthexingsworkloose.
Evaluation unit External item of equipment in which the output signal of the
encoderisevaluated:forexample,machinecontrollerorsafety
relay.
System manufacturer Personnel with responsibility for selecting the encoder and verifying
its capability is appropriate for the safety-related application.
System installer Personnelwithresponsibilityforttingtheencoderinthespecic
application.
The FORTiS-N FS encoder system is designed to be used as part of a safety-related control
systemasspeciedbythesystemmanufacturer.Itistheresponsibilityofthesystemmanufacturer
to set the evaluation unit to implement the appropriate actions when the FORTiS-N FS encoder
system reports an error. The decision to use this system for the intended purpose is the
responsibilityofthesystemmanufacturer.TheFORTiS‑NFSencodersystemiscertiedtothe
SIL and PL levels as shown in the “Functional Safety data declaration” table; however, the system
manufacturer must conduct their own assessment of the full system to determine its safety
capability.
Correct use includes:
• OperatingtheFORTiS‑NFSencodersystemwithinthelimitsdenedinthisdocument.
• Installing the system as described in this document.
• Maintaining the system as described in this document.
System components covered by this installation guide:
TheFORTiS‑NFSencodersystemcomprisesthefollowingparts:
• FORTiS-N FS encoder unit
• Accessories
• Cable
• Extension cable (when required)
• DRIVE-CLiQ interface (when required)
NOTE: If the original termination supplied with the FORTiS-N FS encoder system is altered or
a non-Renishaw cable that is not approved is used, then it is the responsibility of the system
manufacturertomakesurethesystemiscompliantwithIEC61800‑5‑2:2016Electromagnetic
immunity requirement for safety related systems – Annex E, second environment.

10 FORTiS-N Functional Safety enclosed encoder system – original instructions
4 Functional Safety data declaration
Product identication FORTiS-N FS with BiSS Safety and
Siemens DRIVE-CLiQ serial interfaces
IEC61508 safety data ISO13849 safety data
The FORTiS-N FS encoder system provides safe position data that supports the following safety
sub‑functionsdenedbyIEC61800‑5‑2:
• Safe stop 1 (SS1) and Safe stop 2 (SS2) 1
• Safe operating stop (SOS) 1
• Safelimitedacceleration(SLA)≤200m/s2
• Safeaccelerationrange(SAR)≤200m/s2
• Safelimitedspeed(SLS)≤4m/s
• Safespeedrange(SSR)≤4m/s
• Safely limited position (SLP) 1
• Safely limited increment (SLI) 1
• Safe direction (SDI)
• Safespeedmonitor(SSM)≤4m/s
1 SeethesafetyfunctionrestrictionsforthesafepositiongureforeachFORTiS‑NFSencodersystemvariant.
Safety integrity level 2
Random hardware failures (per hour)
– BiSS Safety serial interface
lS= 2.60E-07
lD= 4.08E-07
lDD = 3.67E-07
lDU = 4.08E-08
Random hardware failures (per hour)
– Siemens DRIVE-CLiQ serial interface
lS= 3.46E-07
lD= 6.02E-07
lDD = 5.42E-07
lDU = 6.02E-08
PFDavg Not applicable due to continuous
demand mode
PFH (per hour) – BiSS Safety serial interface lDU = 4.08E-08
PFH (per hour) – Siemens DRIVE-CLiQ serial interface lDU = 6.02E-08
Architectural constraints Type B
HFT 0
SFF 94%
Hardware safety integrity compliance Route 1H
Systematic safety integrity compliance Route 1S
Systematic capability SC 2
Demand mode Continuous
Proof test interval Not required for continuous demand
mode
MTTFD– BiSS Safety serial interface 292 years
MTTFD– Siemens DRIVE-CLiQ serial interface 189 years
Diagnostic coverage Medium (90%)
Category 3
Performance level d
Lifetime/replacement limits 20 years