usi SmartStep User manual

USI1979
SmartStep™Actuator
For questions or help contact your local sales rep or reach out to us at:
314-432-3282
[email protected]
[email protected]
Full User Manual
Document History
Revision Date Notes
1.0 April 14, 2020 Initial Release. Support of Firmware Version 1.4.1
1.1 April 29, 2020 Added Information to support Firmware Version 1.4.2
1.2 May 12, 2020 Added Information to support Firmware Version 1.5.1
2.0 Sep 23, 2021 Added Information to support Firmware Version 3.4.1

Safety Ratings
Mechanical
Cover Bolts: ¼-20 18-8 Stainless Screw (installed at factory). Should not be tightened with
anything greater than 75 in-lbs of torque
Module Screws: 6-32 18-8 Stainless Screws (installed at factory). Should not be tightened with
anything greater than 9.6 in-lbs of torque. Screws have threadlock applied to them before being
tightened down; when removing start slow to lessen risk of breaking screw.
F07 Valve Mounting: Holes are threaded for M8 x 1.25 screws. The bolts will be provided by
distributor or end user. Follow guidelines based on material of screw. Typical tightening torque is
48.8 newton-meters. All four bolts with lock washers should be used to secure valve.
F10 Valve Mounting: Holes are threaded for M10 x 1.5 screws. The bolts will be provided by
distributor or end user. Follow guidelines based on material of screw. Typical tightening torque is
97.5 newton-meters. All four bolts with lock washers should be used to secure valve.
Conduit Input: Holes are threaded for ½ - 14 conduit. Conduit should be tightened using 15 in-lbs
of torque. If using pipe thread sealant or teon tape, conduit should be tightened 2-3 turns with a
wrench past nger tight for best seal.
Coupling: Coupling is designed for 27mm diameter valve stem or adapter. If adapter or valve
stem do not easily slide into coupling, do not attempt to hammer in to place as it will damage the
gearbox. Either attempt a new adapter or reach out to local distributor for assistance.
Nominal Electric
XCTRL Power Input: 48VDC | ~1.67A draw
PS024 Module Power Input: 24VDC | ~3.3A
PS120 Module Power Input: 100-240VAC | ~0.47A | 50/60Hz
Note: Full actuator has ability to draw less when not moving the valve if power is an issue. Actuator may be put into low power mode which will
turn off the holding torque of the motor after movement completes. Should only be used in low-pressure situations.
Environmental
Operating Temperature: -30°C to 60°C (-22°F to 140°F)
Warranty
All SmartStepTM actuators and modules are covered by a 2-year warranty that covers actuator
operation and workmanship. The warranty expires 24 months from delivery date. To request a
return material authorization, please contact your local distributor.
Certications
• CE Certied
• UL/CUL Certied.
• UL Class 1, Div 2, Groups A, B, C, D Hazardous Location Rated
Failure to comply with the following limits may result in physical damage to actuator or possible harm to installation
technician. It may also result in voided warranty and incur additional repair/shipment costs.
Safety Ratings

Quick Start
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SmartStep User Guide ver 2.0
Device Defaults
1. Unbox and install the actuator using the ISO 5211 bolt pattern to mount the valve. Use appropriate adapter if necessary
as the SmartStep coupling is 27mm square.
2. Perform POSITION SETUP of end points:
a. Press to see the POSITION-SETUP screen
b. Use the buttons to set the direction the valve will turn to get to the OPEN position.
c. Press to clear the current setting of the end point. After pressing close the screen will ash between the following
d. Use the and buttons to move the valve to the desired close position. Hold either button down to more quickly
rotate the valve. When satised with the position press to save the position.
e. Press and repeat the previous step to set the OPEN position. If the OPEN position is exactly 90° from the
CLOSED position, instead of moving the valve to the position, press to automatically add or subtract 90° from the
current position depending on the direction to open previously set.
3. If equipped with SuperCap Module perform Failsafe Setup
a. Press the key to continue on to FailSafe Setup. There are 4 options for Failsafe:
i. CLOSE - Valve moves to closed position
ii. OPEN - Valve moves to open position
iii. PERCENT OPEN - Valve moves to X percent of open position
iv. STAYPUT - Valve doesn’t move at all
b. Press the key to enter edit mode. Use to change value. If selecting Percent Open option: Use to
move to the numeric entry eld.
c. Press to store value
To set OPEN Clockwise position →
To set OPEN Counter-clockwise position →
OPEN → CW
OPEN → CCW
POSITION-SETUP ← ↓→
Calibration Finished
OPEN → CCW CLSD
Set. 90.0° Set.
POSITION-SETUP ← ↓→
OPEN/CLOSE to move,
OPEN → CCW «CLSD»
Set. 0.0°
POSITION-SETUP ← ↓→
ENT=Set, ESC=Cancel
OPEN → CCW CLSD
Set. 0.0°
The SmartStep actuator ships with the following defaults:
Range: 0-90°
4-20mA calibrated with 20mA set as OPEN and 4mA set as CLOSED
Rotation Speed set to 70% of maximum
New calibration:

Quick Start
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SmartStep User Guide ver 2.0
Automatic Modes of Operation
To change the current AUTO mode of the actuator:
◦ Press to cycle through the modes
◦ Press to choose the proper mode for your application as outlined below
MB-TCP
MODBUS operation using TCP service. Ensure IP address, gateway,
PORT, COM timeout, and whether DHCP will be used via MBUS-
TCP-SETUP screen. Accessed by pressing the down arrow while on
the MBUS-RTU-SETUP screen.
Wired With
4-20mA
IN + / IN - : Insert 4-20 mA or 0-10 V control signal into appropriate
terminal. Valve moves to OPEN or CLOSED based on calibrated
control signal values
OUT + / OUT - : 4-20 mA Feedback supplied for position reference.
Default 4mA out is CLOSE position and 20mA out is OPEN position.
Wiring Example
Wiring ExampleMB-RTU
Standard MODBUS operation. Ensure Device ID, Baud Rate, and
COM timeout are set up in the MBUS-RTU-SETUP screen.
Accessed via + and then press three times
Note: 12VDC Not needed for standard communication, only
accessories
ESC
ON-OFF
Only available if SuperCap Installed
No additional wiring needed. If SuperCap installed option only needs selected. Once selected,
power input onto SuperCap module controls valve position. Valve will OPEN or CLOSE based
on power input.

Quick Start
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SmartStep User Guide ver 2.0
Automatic Modes of Operation Continued
One-wire (OC1-WIRE)
Positive control wire inserted into open by default. When voltage is
applied to positive control wire, valve moves to open position. Valve
closes when signal is removed.
May be set up for closed. Option must be set in OC1-Wire setup
screen and control wire must be inserted into CLOSE instead of
OPEN.
Wiring Example
Wiring ExampleTwo-wire (OC2-WIRE)
Neutral Wire Inserted in to COM; Positive Control Wires inserted into
OPEN and CLOSE. When voltage is applied to Positive Control Wire
the valve moves to programmed OPEN or CLOSE position.
Otherwise remains stationary. If both inputs are removed, valve
moves to set FAILSAFE position in OC2-Wire setup screen.

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SmartStep User Guide ver 2.0 6 SmartStep User Guide ver 2.0
Table of Contents
Warranty 2
Certications 2
Safety Ratings 2
Device Defaults 3
New calibration: 3
Automatic Modes of Operation 4
Automatic Modes of Operation Continued 5
Section 1: Hardware Overview 7
1.1 Mechanical and Install Dimensions 7
1.2 Keypad and Button Reference 8
1.3 Connection Reference 9
Section 2: Menu Navigation and Status Screens 10
2.1 Module Conguration Screen Map 10
2.2 MAIN Screen Elements 11
2.3 Super Cap Voltage Screen 11
2.4 Diagnostics 2 Screen 12
2.5 Diagnostics 3 Screen 12
2.6 Splash Screen 12
2.7 Restore Defaults Screen 12
2.8 Model Setup Screen 13
Section 3: Position Setup Tree 13
3.1 Position Setup Screen 13
3.3 FAILSAFE Setup 14
3.4 RANGE CONTROL Setup 14
Section 4: 4-20mA Setup Tree 15
4.1 4-20mA Control Calibration Screen 15
4.2 4-20mA DAC Calibration Screen 15
4.2 4-20mA ADC Calibration Screen 16
Section 5: Speed Control Setup Tree 16
5.1 Speed Control Calibration Screen 16
Section 6: MODBUS Setup & Operation 17
6.1 MODBUS RTU Mode 17
6.2 MODBUS TCP Mode 17
6.2 MODBUS Optional Setup 17
6.3 MODBUS Register Reference 18
Section 7: Status Relay Setup 19
7.1 Error Status Relay 19
7.2 Open Status Relay 19
7.3 Closed Status Relay 19
Section 8: Temperature Degree Units 20
Section 9: Open Close Setup 20
8.1 Temp Degree Units 20
9.1 1-Wire Setup 20
9.3 ON OFF Setup 20
9.2 2-Wire Setup 20
Section 10: Digital Input Noise Filter 21
Section 11: Power Management 21
10.1 Temp Degree Units 21
11.1 Power Management Setup 21
Section 12: Software V 2.X Legacy Reference 22
Firmware V 2.X Position Setup Screen 23
Firmware V 2.X Calibration 23

Hardware Overview
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SmartStep User Guide ver 2.0
Section 1: Hardware Overview
1.1 Mechanical and Install Dimensions
RearFront
Bottom Mounting Detail
8.5 [216mm]
11.25 [286mm]
3.14
[80mm]
2.88
[73mm]
1.65
[41.9mm]
8.8
[223.5mm]
4.12
[104.6mm]
3.13
[79.5mm]
1.55
[39.5mm]
4.82
[122.6mm]
1/2x14 NPT
Conduit
Entry
2 places
Note: add 3.5" [89mm] clearance for cover removal.
Cover removal also requires 3/16” Allen Wrench
2.84
[72.13mm]
1.95
[49.5mm]
2.84
[72.13mm]
1.95
[49.5mm]
1.06
[27mm]
Standard
27mm
Double
Square
M10x1.5 thread
18mm deep
4 places
M8x1.25 thread
18mm deep
4 places
Valve Direction reference: At any point in this
document when valve movement Clockwise or
CounterClockwise is mentioned, it is always referenced
viewing the actuator as shown.
Direction Reference
Clockwise Counter
Clockwise

Hardware Overview
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SmartStep User Guide ver 2.0
1.2 Keypad and Button Reference
Buttons
Use to navigate menus and set values
Store Values/Conrm
Cancel Entry/Back out of Menu
Press to set direction valve moves to open when in settings
Manual Mode
Move to calibrated open position
Move to calibrated closed position
Cycle between Automatic Modes
Button Combinations
+From Main Screen, enter Calibration Mode
+In manual mode, move valve to 100% open
+In manual mode, move valve to 0% open

Hardware Overview
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SmartStep User Guide ver 2.0
1.3 Connection Reference
Port & Functionality Port Rating(s) Pin Pin Description
J1 - Open/Close Control: offers three modes
of operation. For more detail go to Open/
Close Mode
1OPEN: +120 VAC Signal applied when valve
needs to move to OPEN position
2,3 COMMON: 120 VAC Neutral
4CLOSED: +120 VAC Signal applied when valve
needs to move to CLOSED position
J2 - Signal Control: allows valve positioning
using 4-20mA or 0-10 VDC control signal.
1IN +: +4-20mA or 0-10VDC control signal
2IN -: -4-20mA or 0-10VDC control signal
3OUT +: +4-20mA position feedback signal
4OUT -: -4-20mA position feedback signal
J3 - Manual Control: Use external Switch or
Relay to short the appropriate command signal
to MC COM. For example, to OPEN the valve,
short OPEN to MC COM.
If OVERRIDE is shorted to MC COM, then
OPEN/CLOSE buttons may be used to force
valve into that position.
1OVERRIDE
2OPEN
3CLOSE
4MC COM
J4 - Status Relays: OPEN/CLOSED relays are
Make on Event. They remain open until
OPEN/CLOSED position is reached.
ERROR status relay is Break on Event. It will
remain closed until error.
120-240VAC or
5-48VDC
120mA max
1, 2 ERROR
3, 4 OPEN
5, 6 CLOSED
J5 - MODBUS
1A- MODBUS Data ( - )
2B- MODBUS Data ( + )
3MB COM - Isolated common/ground for MODBUS
412 VDC - Output to power MODBUS accessory if
needed
PWR
1+48 VDC
2-48 VDC RETURN
Ethernet N/A MODBUS TCP Communication
MOTOR
1 Stepper S1A Connection
2 Stepper S1B Connection
3 Stepper S2A Connection
4 Stepper S2B Connection
USB N/A Used to update controller rmware
SUPER CAP
1 SCBOOT - SuperCap Boot Status
2 SCRST - SuperCap Reset
3 SCTX - Data Transmitted to SuperCap
4 SCRX - Data Received from SuperCap
5 Ground

Section 2: Menu Navigation and Status Screens
2.1 Module Conguration Screen Map
Menu
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SmartStep User Guide ver 2.0
MAIN
Splash
Restore
Defaults
SuperCap
Voltages
Model Setup
Failsafe
Setup
Range
Control
Position
Setup
4-20mA
DAC
Calibration
4-20mA
ADC
Calibration
4-20mA
Control
Calibration
Speed
Control
1-Wire
Setup
2-Wire
Setup
On-Off
Setup
Status
Relay
Open
Status
Relay
Closed
Status
Relay
Error
MODBUS
RTU
Setup
MODBUS
TCP
Setup
MODBUS
OPT
Setup
Temp
Units
Noise
Filter
Power
Mgmt.
Diag#2
Diag#3
Diag#4
ESC +
Starting from the MAIN screen, basic status
information about the module may be obtained
by using the Up/Down or Right/Left Arrow
buttons as shown to the right.
The ESC button will return the unit to the home
screen any time that a parameter is not being
edited.
If a parameter is being edited, ENT will store the
new setting; ESC will cancel the input.
Note: Click on any square to go to more
information related to that screen
To congure the SmartStep Actuator hold down
ESC and press the RIGHT Arrow button while on
the MAIN screen to enter the cong menu
Main Screen
Main Screen - Simplied
Information Screens
Parameter Screens that may be edited
MAIN

2.2 MAIN Screen Elements
2.3 Super Cap Voltage Screen
Menu
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SmartStep User Guide ver 2.0
7
3
5
8
4
Accessed by pressing from the MAIN screen.
If Super Cap module is installed this screen shows
individual charge levels for each capacitor. If Super Cap
module is not installed, all levels will be shown as 0.
1) Percentage that valve has opened from closed position
2) Current RUN mode selected by pressing either the MAN or AUTO button and then pressing ENTER after the
proper RUN mode is displayed on the screen. If ENTER is not pressed, then the unit will revert back to
displaying the current RUN mode. Pressing the auto button more than once will cycle through the
following modes:
a) On-Off
b) 4-20mA
c) 1-Wire
d) 2-Wire
e) MB-TCP
f) MB-RTU
3) Desired valve position based on current control signal
a) The entire line may also be used to display faults for the current run mode. For a list of faults and
their explanation go to the Troubleshooting section. For example if in 4-20mA mode and no
signal is detected the following may be displayed:
4) Number of motor starts since the unit was commissioned
5) Super Cap communication/charge status
6) Different RUN Mode status information is displayed here:
a) If RUN mode is set to 4-20mA, the current mA signal value is displayed
b) If RUN mode is set to One-Wire or On-Off, then the current J1 setting will be shown. If J1 is set
up to have CLOSE as the command signal, J1:CLS will be displayed if not actively receiving a
command signal. Once the command signal is detected status will be J1:+CLS+
7) Actual position of the valve
8) Displays current internal temperature of the actuator as well as the direction the valve will always turn to go to
the OPEN position
1
26
C7: 2.45V C8: 2.53V
C6: 2.32V C5: 2.41V
C3: 2.56V C4: 2.58V
C2: 2.34V C1: 2.55V
Note: these are representative values,
actual values may vary.

2.4 Diagnostics 2 Screen
2.6 Splash Screen
2.5 Diagnostics 3 Screen
2.7 Restore Defaults Screen
Menu
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SmartStep User Guide ver 2.0
Accessed by pressing from the Super Cap screen.
Diagnostics 2 screen shows the total stack capacitor
charge of the Super Cap if installed.
Magnet feedback is also shown on this screen. Allowing
a quick check if a new command module is installed.
Accessed by pressing from the Diagnostics 2 screen.
Temp Max: Displays the maximum temperature recorded.
Mtr Starts: Displays number of times motor has been energized.
MagDI: Both numbers being 0 indicate proper magnet position
MtrPwr: 1 if motor is currently powered. 0 if it is not
Accessed by pressing from the splash screen.
Follow prompts on screen to restore the unit to factory
default settings.
Accessed by pressing from the MAIN screen.
Model as dened in Model Setup Screen
Loaded Firmware version [SuperCap Firmware Version]
DIAGNOSTICS-2- ←↑ ↓
SC Stack : 19.56V
SC Charge : 120s
SC Discharge: 520s
DIAGNOSTICS-3- ←↑ ↓
Temp Max: 120°F
Mtr Starts: --80000
MagDI: 0 0 MtrPwr:0
USI Technologies
SmartStep Actuator
X2500-PS024-EPB
Version 3.4.1[2.5]
--RESTORE DEFAULTS--
Press Ent to Restore
System Defaults.
Note: these are representative values,
actual values may vary.

2.8 Model Setup Screen
Section 3: Position Setup Tree
3.1 Position Setup Screen
Menu
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SmartStep User Guide ver 2.0
Press ENT to enter Edit mode. The blinking eld will be
editable. Use the LEFT and RIGHT arrows to navigate
between the elds. Use the UP and DOWN arrows to
change the eld parameter.
These should not be changed unless the control
module is being put on a different base! USI
Technologies is not responsible for potential damage
caused if the parameters are changed.
Screen Elements:
The second line from the top displays status information. During
calibration it shows motor movement and direction. Once movement
has stopped displays on-screen prompts to SET or Cancel.
The bottom two lines display the direction the valve moves to get to
the open position. Clockwise or Counter-Clockwise. When a
calibration has been completed; the OPEN and CLSD display “Set.”
underneath them and the center number in the bottom also displays
the range the valve will rotate to move from one end point to the
other.
During calibration, the end point being calibrated will no longer
display as set and the center number shows the current position of
the valve. As shown below:
Calibration:
Calibration instructions found HERE
Calibration Finished
OPEN → CW CLSD
Set. 90.0° Set.
Torque Options:
• X0400 - 500 in/lb gearbox
• X1200 - 1200 in/lb gearbox
• X2500 - 2500 in/lb gearbox
• X5000 - 5000 in/lb gearbox
Power Options:
• NONE - 48VDC Supplied by
customer
• PS024 - Uses input module to boost
24VDC to 48VDC
• PS120 - Uses input module to
accept 120-240 VAC input
Backup Options:
• NONE - No Super Cap module
installed
• EPB - Super Cap module
installed
• EPBR - Super Cap module
installed (reduced charging for
situations with power limitations)
Calibration has not been completed if line blank
Please Note:
When calibrating, if a point is set (OPEN or CLOSED), when moving
the Act/Desired Pos Degrees for the other set point the span will
always take the shortest path to the known endpoint. If a span of
greater than 180ois desired, a smaller span must be calibrated and
the OPEN DIRECTION must be ipped by the user in the submenu.
-Model Setup-- ←↑↵ →
Torque Option: X2500
Power Option: PS024
Backup Option: EPB
POSITION-SETUP ← ↓→
Calibration Finished
OPEN → CCW CLSD
Set. 90.0° Set.

Menu
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SmartStep User Guide ver 2.0
3.3 FAILSAFE Setup Press the ENT button to enter edit mode. Use UP/
DOWN Arrows to change value. Use LEFT/RIGHT
Arrows when Percent Open is selected to move to the
next eld. Press ENT again to set FAILSAFE mode
when proper selection is made.
• CLOSE - Valve moves to closed position
• OPEN - Valve moves to open position
• PERCENT OPEN - Valve moves to percent open
• STAYPUT - Valve stays where it is
- Press to continue on to RANGE CONTROL
3.4 RANGE CONTROL Setup
Press the ENT button to enter edit mode. Use UP/
DOWN Arrows to change value. Press ENT again to
set RANGE CONTROL mode when proper selection is
made.
• CW - Valve always moves CLOCKWISE to OPEN
position
• CCW - Valve always moves
COUNTERCLOCKWISE to OPEN position
FAILSAFE-SETUP ←↑↵↓→
STAYPUT
RANGE-CONTROL- ←↑↵ →
Open Direction: CCW

Section 4: 4-20mA Setup Tree
4.1 4-20mA Control Calibration Screen
4.2 4-20mA DAC Calibration Screen
Menu
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SmartStep User Guide ver 2.0
Screen Elements:
The second line from the top displays status information and
instruction prompts.
The bottom two lines display the command signal set points as well
as the current input signal value.
If no control signal currently being detected then the bottom two
lines will display the following:
Calibration:
To change OPEN/CLOSE signal values:
1) Apply control signal to IN + and IN - on J2.
2) Press + or + to clear the set point that needs to be
updated.
3) Verify the signal on the screen matches the signal being applied.
4) Press or to store the value in that end point.
Calibration Finished
0:mA | 0.00| C:mA
INPUT | NOT | LIVE.
0:mA | 20.00| C:mA
20.00 | 16.00| 4.00
4-20mA-CTL-CAL ← ↵↓→
Calibration Finished
0:mA | 0.00| C:mA
INPUT | NOT |LIVE.
4-20mA-DAC-CAL ←↑↵↓→
DAC Value 4mA: 646
DAC Value 20mA: 3207
DAC 4-20 Span = 2561
The DAC Calibration screen is to calibrate the Analog
Output from the controller (J2 OUT+ and OUT-). By
default the DAC output will output 4mA when in the
CLOSED position and 20.10mA when in the OPEN
position.
1) Press to enable the screen
2) Hook up meter to read the current output to J2
OUT+ and OUT-
3) Press to start calibration. The 4mA value will
start blinking. Use the and buttons to adjust the
value to give the desired output.
4) Press to edit the 20mA value. Again use the
and to adjust the value. When satised with the
output of both press to store them.
Note: these are representative values,
actual values may vary.

4.2 4-20mA ADC Calibration Screen
Menu
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SmartStep User Guide ver 2.0
4-20mA-ADC-CAL ←↑↵↓→
ADC 4.00mA Val:732
ADC 20.00mA Val:3657
Act=20.00mA Rng=2925
SPEED--CONTROL ← ↵ →
Max Speed OPN : 70%
Max Speed CLS : 70%
Acc/Decel Span: 5°
The ADC Calibration screen is to calibrate the Analog
Input to the controller (J2 IN+ and IN-). These settings
are set at factory using a calibrated 4-20mA loop
generator. Be advised changing these values may
cause the unit to not properly function.
1) Press to enable the screen
2) Hook up 4-20mA signal generator to feed the input
to J2 IN+ and IN-
3) Press to start calibration. The 4mA value will
start blinking. Apply 4mA signal and use the and
buttons to adjust the value until it matches the value of
the signal generator.
4) Press to edit the 20mA value. Again use the
and to adjust the value after applying the 20mA
signal. When satised with the output of both press
to store them.
By default the SmartStep Actuator is set to 70% speed.
Use this screen to change the speed if a faster or
slower speed is needed. The Acc/Decel span is the
number of degrees the actuator will slow or speed up
before achieving the set speed or coming to a stop.
1) Press to enable editing
2) The Max Speed OPN value will start blinking. Use
the and buttons to adjust the value in
increments of 10% until desired speed is achieved.
3) Press to edit the Max Speed CLS value. Use
the and to adjust the value.
4) Press to edit the Acc/Decel Span value. Use the
and to adjust the value.
5) Press to store the values.
Note: these are representative values,
actual values may vary.
Section 5: Speed Control Setup Tree
5.1 Speed Control Calibration Screen

Menu
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SmartStep User Guide ver 2.0
Section 6: MODBUS Setup & Operation
Press the button to enter edit mode. Use /
Arrows to move between the three editable elds. Use
/ Arrows to change each eld’s value. Press
again to save settings.
• Device ID - Number from 1-255
• Baud rate - Standard values of 4800, 9600, 19200,
38400, 57600, or 115200
• COM Timeout - Amount of time before MODBUS
Slave Receive Timeout Trips. Select value of
1-20 seconds or disable by selecting NONE
Press the button to enter edit mode. Use /
Arrows to move between the three editable elds. Use
/ Arrows to change each eld’s value. Press
again to save settings.
• sIP - Static IP Address for the controller. Default
shown to the left.
• sGW - Static Gateway Address for the controller.
Default shown to the left.
• Port - Default access port for the controller. Default
shown to the left.
Press the button to enter edit mode. Use /
Arrows to enable or disable DHCP. Press again to
save settings.
Actuator control in normal operation can be set to MODBUS mode. This mode requires inputs in the J5
terminal block for MODBUS A(-), MODBUS B(+), MB COM (Signal Ground), and 12VDC (optional, not
needed for standard setup). The MB COM is a completely isolated ground connection (i.e. isolated from
actuator signal ground) that may be used to reference a single-ended master ground if desired. A full
description of the MODBUS control set is given on the following page in the MODBUS Register Reference.
MODBUS registers may be queried even in AUTO mode to get status information. See below for setting up
the different MODBUS modes supported.
MBUS-TCP-SETUP ←↑↵↓→
sIP: 192.168.10 .60
sGW: 192.168.10 .1
Port: 0502
MBUS-OPT-SETUP ←↑↵ →
DHCP: OFF
MBUS-RTU-SETUP ← ↵↓→
Device ID : 1
Baudrate : 38400
COM Timeout: 10s
6.1 MODBUS RTU Mode
6.2 MODBUS TCP Mode
6.2 MODBUS Optional Setup

Menu
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SmartStep User Guide ver 2.0
Coil/Register Address Size Mode (R/W) Data Type Description
1 0 1 R/W bool OPEN/CLOSE Forced Coil output (1= “OPEN” 0 = “CLOSE”)
10001 0 1 R bool [Valve Fully Open] AUX1 Output Status (1 = "on", 0 = "off")
10002 1 1 R bool [Valve Fully Closed] AUX2 Output Status (1 = "on", 0 = "off")
10003 2 1 R bool Error Relay Output Status (1 = "on", 0 = "off")
10004 3 1 R bool FAULT: Position Calibration Needed (1 = "on", 0 = "off")
10005 4 1 R bool FAULT: Input 4-20mA Invalid (1 = "on", 0 = "off")
10006 5 1 R bool FAULT: Position Sensor (1 = "on", 0 = "off")
10007 6 1 R bool FAULT: MODBUS Slave Receive Timeout (1 = "on", 0 = "off")
10008 7 1 R bool FAULT: Open/Close Inputs Invalid (1 = "on", 0 = "off")
10009 8 1 R bool FAULT: Open/Close Interface Disconnected (1 = "on", 0 = "off")
10010 9 1 R bool FAULT: Motor Is Stalled (1 = “on”, 0 = “off”)
10011 10 1 R bool FAULT: Magnet out of range (1 = “on”, 0 = “off”)
10012-10019 11-18 8 R bool Reserved (0xFF)
10020 19 1 R bool Supercap Backup Power COM Lost (1 = “on”, 0 = “off”)
10021 20 1 R bool Supercap Backup Power ON (1 = “on”, 0 = “off”)
10022 21 1 R bool Main Power Lost (1 = “on”, 0 = “off”)
30001 0 1 R ushort Current Valve Percent Open (least signicant digit is tenth's place. (i.e.
237 = 23.7% open)
30002 1 1 R ushort Current Temperature (oC or oF based on cong)(Default: oF) (e.g. 80 =
80 oF)
30003 2 1 R ushort Maximum Temperature (oC or oF based on cong)(Default: oF) (e.g.
100 = 100oF)
30004-30005 3-4 2 R uint Number of Cycles (30004 == BITS[31…16], 30005 == BITS[15…0])
30006 5 1 R ushort Supercap Percent Charge Status [0- 100] (i.e. 100 = 100% charge)
40001 0 1 R/W ushort Desired Open Position (Tenth Percent as 0 to 1000) (i.e. 496 = 49.6%
open)
40002 1 1 R/W ushort Max Open Speed (%/10 of Max Valve Speed) (1 - 10) (Default: 7 or
70%)
40003 2 1 R/W ushort Max Close Speed (%/10 of Max Valve Speed) (1 - 10) (Default: 7 or
70%)
40004 3 1 R/W ushort Acc/Decel Span (Degree Range for Acceleration and Deceleration) (1o -
10o) (Default: 5)
6.3 MODBUS Register Reference
Table Name Coil/Register Numbers Data Addresses Type
Discrete Output Coils 1-9999 0000-270E Read/Write
Discrete Input Coils 10001-19999 0000-270E Read Only
Analog Input Registers 30001-39999 0000-270E Read Only
Analog Output Holding Registers 40001-49999 0000-270E Read/Write

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SmartStep User Guide ver 2.0
Section 7: Status Relay Setup
Press the button to enter edit mode. Use /
Arrows to move between the editable elds. Use /
Arrows to change each eld’s value. Press again to
save settings.
• Mode - Set to either Make or Break on Event.
• Trip Delay - Range from 0 to 30 seconds.
STAT-RELAY-ERR ← ↵↓→
Mode: Break on Event
Trip Delay: 1s
7.1 Error Status Relay
Press the button to enter edit mode. Use /
Arrows to move between the editable elds. Use /
Arrows to change each eld’s value. Press again to
save settings.
• Mode - Set to either Make or Break on Event.
• Trip - Percent open that causes relay to trip. Value
range from 0 to 100%.
• Trip Delay - Range from 0 to 30 seconds.
STAT-RELAY-OPN ←↑↵↓→
Mode: Make on Event
Trip: 100% OPEN
Trip Delay: 0s
7.2 Open Status Relay
Press the button to enter edit mode. Use /
Arrows to move between the editable elds. Use /
Arrows to change each eld’s value. Press again to
save settings.
• Mode - Set to either Make or Break on Event.
• Trip - Percent open that causes relay to trip. Value
range from 0 to 100%.
• Trip Delay - Range from 0 to 30 seconds.
STAT-RELAY-CLS ←↑↵↓→
Mode: Make on Event
Trip: 0% OPEN
Trip Delay: 0s
7.3 Closed Status Relay
The Status Relays are made to make low-current connections to light towers or equivalent status indicators.
They are rated for a maximum of 120-240VAC or 5-48VDC @ 120mA.
By default Open/Close relays are make on event. They stay open until the Open or Closed set point is
reached.
By default the Error status relay is a break on event indicator. It stays closed until there is an error. Errors
may be viewed on screen or via MODBUS.

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20
SmartStep User Guide ver 2.0
Section 8: Temperature Degree Units
Section 9: Open Close Setup
Press the button to enter edit mode. Use /
Arrows to change the eld’s value. Press again to
save settings.
TEMP-DEG-UNITS ← ↵ →
Temp Units: °F
8.1 Temp Degree Units
OC2-WIRE-SETUP ← ↵↓→
J1 Port Used: OPEN
9.1 1-Wire Setup
Press the button to enter edit mode. Use /
Arrows to change the eld’s value. Press again to
save settings.
Sets port used for OPEN/CLOSE signal.
ON-OFF---SETUP ←↑↵ →
When Power ON: OPEN
9.3 ON OFF Setup
Press the button to enter edit mode. Use /
Arrows to change the eld’s value. Press again to
save settings.
Sets direction valve moves when power is applied.
OC2-WIRE-SETUP ← ↵↓→
Both Inputs Off Pos:
STAYPUT
9.2 2-Wire Setup
Press the button to enter edit mode. Use /
Arrows to change the eld’s value. Press again to
save settings.
Sets position if both input signals are off
• STAYPUT - Valve will stop at current position.
• CLOSE - Valve moves to CLOSED position.
• OPEN - Valve moves to OPEN position.
• FAILSAFE POSITION - Valve moves to
programmed position in FAILSAFE SETUP
• PERCENT OPEN - Valve moves to X percent open