5-Axis Commissioning
Initial Startup & EXOR Remotes
Pre-Startup Checks
Before beginning, grab the electrical fire extinguisher from Glen's office. Double-check all bus bar phasing and wire phasing in each drive. Ensure wires are securely on prepare drive.
- STI Module Estop (Red TapeSwitch Device): Change dip switches. G2 → G1 and M → A. Note: Not applicable on portables.
- MCP Switches: Ensure switches 7 and 8 are ON. All rest must be OFF.
- NCU Rotary Switch: Ensure the Rotary Switch is set to 0 on front of NCU.
- NCU Ethernet Cables: MCP → X120, I/O → X150 (P1 or P2).
- Remove Magnets: From Y Pos and Z Pos Schneeberger encoders.
Base Unit / X-Base Configuration
Open Microsoft Edge and navigate to HTTPS://192.168.0.1/machine_config. Note: If the page doesn’t open, click 'Advanced' and 'Continue to site'. Make sure your local computer IP is in the 192.168.0.# range.
Login & Localization
- Default username is admin. Default password is admin or Admin123$.
- Navigate to the Authentication tab, click edit, and change the admin password to Tarus123!. Then change the User password to Tarus123!.
- Go to the Localization tab and set Country Code to United States of America.
Network Setup
- Navigate to the Network tab > Wireless networking and press edit. Verify it is Enabled. Set Safety WiFi network to ON.
- Go to the Network Interfaces tab and configure the following:
- Eth 0 → 192.168.214.11
- Eth 1 → 192.168.214.12
- Hit save. You will hear it beep because the system is rebooting. Note: Once complete, you will need to change your laptop's IP address to match the new subnet and log back in using the new IP URL.
Base Unit OS Management & Routing
Bridge, Router & Port Forwarding
- Go to the Service tab on the left. Click Bridge switch, hit Edit, and Enable it. The system will reboot (make sure device IP is 192.168.214.11).
- Navigate to Router / NAT / Port Forwarding. Enable 1:1 Nat rules with the following settings:
Name:X5Source Interface:BR0 (95% of the time) or ETH1Source IP:192.168.214.99Device IP:172.27.72.2Port:Leave Empty
- Hit save and done. Under Services, go to VNC Server and enable Auto Start to YES.
Firmware Updates (Management)
- Go to Management and click on Main OS. Browse for the image file ending in .gz. Browse for the .md5 file. Click Update.
- Repeat this exact process for the Config OS. Note: Every time you do these updates, the firmware system will reboot.
Handheld Remote Setup
Initial Boot & Passwords
- Hold F2 and F5 to turn on, and turn the hand wheel to get to the boot screen.
- Go to System Settings. Change the password to Tarus123!. Do the same for the Admin account. The system will reboot.
- Turn the wheel to get back to the boot screen (without holding F2/F5 this time). Log into Admin with user admin and pass Tarus123!.
- Change the Country Code to USA.
Network & Services
- Go to Network Setting > Wireless networking. Hit Edit, enable Wireless Networking, and enable Safety WiFi network. Hit the checkmark to save.
- Go to Services. Enable the SSH Server and enable Auto Start. In the same tab, enable the VNC Service and enable Auto Start. Exit Service Settings.
Startup Sequence & Firmware
- Enter Startup Sequence. Select Install → MMT → USB Memory. Look for 'Update Package', move it to the right, and hit done.
- Go to Management > Main OS. Verify firmware version 1.3.937. If not, click update, browse for the .gz image file, and update. Do the same for Config OS using the config file.
Display & Ping Setup
- Go to Service Settings > Display. Turn brightness on high max, set a 10-minute shut off timer, and perform a touch calibration.
- When you boot up the HMI screen, enter the password. A settings screen will prompt you to ping your remote. Ensure both checkboxes are set.
- Type IP Address 172.27.72.1 and ping. It will prompt that the remote couldn't connect. Turn off the remote at this point because the PC needs the project loaded.
J-Mobile Project Deployment
- Go to the Run tab in J-Mobile on your laptop.
- Click Manage the Target and select Install Run Time. Download runtime to the base unit.
- Once complete, do a full reset of the machine.
- After the machine is rebooted, download the project. Note: Don't panic if the download freezes momentarily.
- Turn the remote back on. You will have to input the UID for the base (this can be found in the system setting tab on the base unit).
Remote Desktop Access
For the PC located in the tower:
- Set up password as Tarus123.
- Search for and enable Remote Desktop Settings.
- From the Desk PC, open Remote Desktop Connection. Type in the target computer's name (Find in "This PC").
- Login User is Tarus. Password is Tarus123 (or the one you just set up).
Operate & Network Setup
Important Key Requirement
If asked for a key Switch 0 when loading an archive, input the password SUNRISE.
Initial Power On
If Coolant Pump is on, check for leaks. Set IFM Switch for Coolant Pump:
Gen 3 (Pressure)
SP1 & SP2: 12 psi or 0.4 gpm
RSP1 & RSP2: 7 psi or 0.05 gpm
Jumbo (Flow/Temp)
SP1: 0.4 gpm | RSP1: 0.05 gpm
SP2: 100° F | RSP2: 80° F
Set IFM Switch for Hydraulics
Gen 3
SP1 & SP2: 1180 psi
RSP1 & RSP2: 1100 psi
Jumbos
SP1 & SP2: 1440 psi
RSP1 & RSP2: 1080 psi
NC Startup
- Load Commissioning Archive.
- Disable Internal HMI: Connect Bootstick USB to NCU, set Dial Switch to F and reset NCU to access NCU settings.
- Check Operate for any missing licenses.
- Use Alarm List and Topology Display tabs to ensure all encoders and motors are connected correctly.
Set System Passwords
Based on user levels:
- Default Base: SUNRISE
- Manufacture: Tarus123
- Service: GMServ12
- Operator: Operator1
PLC / IO Startup
- Change the device name of the I/O via TIA Portal Devices & Networks Screen. Note: Laptop must be physically plugged into I/O.
- Download Latest PLC Project to the machine.
- Verify E-stops are working correctly.
- Check all inputs for any missing signals (e.g., Low Coolant, Hydraulic Level, etc.).
- Check Slide LEDs: Red = Drives OFF, Green = Drives ON, Blue = Motion.
- Check Spindle LED Ring: Should NOT be red!
Operate Configuration & OPC UA
Once you have loaded an archive into Operate, proceed with the following OPC UA setup:
- Open Operate and add the OPC UA License: Access mymachine opc ua.
- Go to Setup (Page 2).
- Navigate to Network > OPC UA > Settings > Change.
- Set Company Network: Check.
- Set System Network: Uncheck.
- Set Additional Network #1 address to: 192.168.214.200 Note: Matches PC IP address.
- Set TCP Port Number: 4841.
- Set Message Encryption: Check all boxes (None, 128bit, and 256bit).
- Check Activate OPC UA.
- Reboot the machine.
OPC UA Connection Notes
- OPC will only be on and connect if Operate is currently open.
- Ensure the system time is correct, or it may fail to connect.
- Fallback Port Change: If you need to change a port, go to the J-Mobile app on your laptop → Protocols → Look for OPC UA Client → Click the box under Configurations → Change the port number on the prompt → Press OK → Download again.
Windows Firewall Setup
After rebooting and activating OPC UA, configure the Windows Firewall to ensure proper connectivity.
- Initial Prompt: If you receive a Windows Firewall popup/alert upon reboot, ensure you enable BOTH Private and Public networks.
- Open Windows Settings and search for Windows Defender Firewall.
- On the left pane, click Advanced settings.
- Under "Public Profile is Active", click on Windows Defender Firewall Properties.
- Under the "Firewall State" section, find Protected Network Connections and press Customize.
- Uncheck the Ethernet option corresponding to the machine connections.
Connecting the Remote
Remember to keep switch 8 ON until connected.
- Make sure the big white switch is down.
- Check that the I/O unit is properly reacting to the prepared inputs from the remote.
- Ensure E-stops function correctly and can be cleared using the blue button.
Axis Calibration
X Motor Setup
Motor Feedback
- Ensure X1 and X2 are Active via drive parameter p105.
- Set Limits on Motor Feedback: Check PLC FC_Axis 1 for MeasSys1 = ON.
Scale Feedback
- Load K value into 34300[1] (e.g., 192, 332, 368, 384).
- Go to Encoder 2 Settings and add K value.
- Set MD34090 = 0.
- Activate RefPoint Mode and reference X by jogging. Repeat referencing to ensure numbers are counting correctly.
- Adjust 34320 from -1 to 1, or invert encoder in drive settings.Note: This changes counting direction.
Set Home Offset
- Move to desired negative limit. Set MD34090 = value of X position.
- Verify Negative and Positive Limits.
Y Motor Setup
Y Motor Feedback
- Ensure the hydraulic pump is ON. Verify Pressure/Flow set points are correct on Hydraulic IFM switch.
- Put starter at 1.6 and flip breaker.
- Put Y Carrier on crane and Activate Y Drive via p105. Watch hydraulic tank pressure to ensure pumping stops at 1180psi, and cycle pump a couple times.
Set Negative Limit
- Take down to 4mm from hardstop touching. Note: This creates a physical buffer from a hard stop.
- Set 34210 to 1.
- Switch to RefPoint Mode and press Y+ Jog. 34210 will switch to 2 and the axis will be referenced.
- Ensure positive travel limit p36110 is set properly (e.g. 2400.1 and -0.1).
Y on Scales
- Add Measuring System 2: Setup > Drives system > Drives > Change. Hit next step until you reach Encoder settings, add Encoder 2 and finish steps.
- Assign Meas System 2 to Y Axis: Go to Axis assignment > Axis 2/Y. Select Encoder 2 and Measuring system 2.
- Set Limits on Scales: Set 34210 = 1, put machine into RefPoint Mode and jog positive.
Z Motor Setup
- Activate Z1 and Z2 motors via p105. Make sure Z is counting in the right direction. If axis is moving the wrong way, alter p32100.
- Move to 0-limit with 6mm from hard stop and Reference. Set 34210 = 1, put machine into RefPoint Mode and jog positive.
Z Scales
- Change measuring system to sys 2.
- Set limit to 0 and verify z travel.
A/C Motors Setup
Standard limits: +/- 105.1 for A, +/- 180.1 for C. Move the A/C head by hand to confirm the correct axis is counting and in the right direction.
Portables Exception: For C rotation, look at the PLC I/O tags and put that number in parameter 14510 (6).Motor Feedback
- Activate motor via drive parameter p105. Move by hand to roughly 0 degrees.
- Turn drives ON and commutate motor angle via p1990 = 1. Do this 3-4 times to get the pole angle difference number in p1984 close to zero. Note: If the number keeps bouncing around, you may have an encoder or phasing problem.
- Test A/C soft limits. If axis is moving the wrong way, alter p32100.
A/C Scales
- Before changing to measuring sys 2, put A/C to zero.
- Change to measuring sys 2, perform a Reference, then verify movement as well as limits.
Spindle
- Activate motor via drive parameter p105.
- Turn drives ON and commutate motor angle via p1990 = 1. Do this 3-4 times to get the pole angle difference number in p1984 close to zero. Note: If the number keeps bouncing around, you may have an encoder or phasing problem.
- Crucial: The spindle will need to be commanded to move, either via Jog +/- or by setting a desired speed, before the drive will enable for commutation. Note: Portables do NOT commutate the spindles.
- Run at 10rpm. Ensure proper count direction (Clockwise from behind, counterclockwise in front).
- Find tool/tool holder to put in spindle and run up to 10,000 rpm to test full speed.
Tuning & General Settings
Auto-Servo Tuning
Navigate to the Optimization screen, select an axis for tuning and click Auto-Servo Tuning.
- Select Strategy 102, click Copy to Custom, and set the following settings:
- Kv reduction factor = 0.8
- Kv Upper Limit = 4
- Kv Max Method = "PT1 speed filter 2"
- Disable "Wide Notch Filters" on the Speed Loop.
- Repeat tuning for all Axes (not including the spindle and slave motors).
Interpolation Path & Circle Test
Interpolation Path
Once tuning has been completed, select Interp. Path then Edit & Tune. Select axes X, Y, Z, A and C, then click Tune. Note: Always use interpolation strategy 1105.
Circle Test Parameters
After Interpolation, perform circularity tests with XYZ (X+Y, Y+Z, X+Z). Generate the program with the following settings:
Post Installation & Style Parameters
After installation, reset X scales. If utilizing Dual Machines on the same rails: Put Machine A at true zero and Machine B roughly 4-6 inches away from it. Get travel on Machine B, minus 4-6 inches from limit to give to Machine A. Travel should be the same across both machines.
Cut Style Parameters
32410 [0] = 0.04
32410 [1] = 0.08
32431 [0] = 16
32431 [1] = 8
32431 [2] = 16
32431 [3] = 8
32431 [4] = 1
32431 [5] = 1
32432 [0] = 16
32432 [1] = 8
32432 [2] = 16
32432 [3] = 8
32432 [4] = 1
32432 [5] = 1
Ensure MD 14510 = 11. Set Jog Velocity: General SD 41110 = 20,000.
Desk Test & Comps
Verify Handwheel functionality by clicking the button on the remote.
Check from Comps
- Parameter > User Variable > Channel GUD: VCS_FILE_TABLE_APPLY(0)
- Axis MD 32700 = 0
- Axis MD 32700 (1) = 0
- Axis MD 32750 = 0H
Lighting & RGB Parameters
For Tarus NC, ensure it is in Setup mode.
Parameter 14510 (8)
- 0 = Ford / White light
- 1 = GM / Red Light
Parameter 14510 (9)
- 0 = No RGB
- 1 = New standard RGB settings (Mercedes/Wenzel)
- 2 = Honda RGB settings (red with Spindle on, not drives off)
Lift Tables & Weight Test
Lift Tables Base Configuration
Go Online & Network Setup
- Choose network address. Set Type of PNG/PC interface = PE/IE.
- Set PG/PC interface = Realtek PCIe Gbe family controller.
- Set First gateway = show everything.
- Select Targeted device = show all.
- Ensure IP address for your laptop is 169.254.11.# (the last octet must be higher than 10).
- Download the project to CU_S.
Axis Initialization
- Lift 1: In Parameter view, verify P10 is 0 ready and set P105 to 1. In Function view → Technology function → Basic positioner → Referencing → Absolute encoder, hit Set.
- Lift 2: In Parameter view, verify P10 is 0 and set P105 to 1. To reference: ensure R21905 is 0, then change R21902 from 0 → 1 → 0.
- Rotary: In Parameter view, verify P10 is 0 ready and set P105 to 1. In Function view → Technology function → Basic positioner → Referencing → Absolute encoder, hit Set.
Save & Test
- Save via the blue floppy disk icon.
- Go offline, Upload, Go back online, and Release E-stop to Test.
Troubleshooting Tip
Note: If having problems with Lift Tables, look at CU_S → Parameters → Function view → Input/output → Iso digital inputs. Verify DI 16 (make sure top box is green) and DI 17 (make sure top box is green).
Lift Tables (Motors Engaged)
- Retest motors and logic. Note: If running away, check wires.
- Deactivate rotary (Hit E-stop, set Parameter 105 = 0).
- Ensure slave is roughly 2 inches higher than master. Have Mark/Dale connect the motors.
- Reference both motors (make sure it is E-stopped).
- "Hit the sticks" to drive both motors up into slots. Note: The guys install rods into the spiral lift—whatever diameter fits the holes in the spirals—this prevents the spiral lift from spinning in place and allows it to actually drive upward.
- Once slave is touching, deactivate it (Hit E-stop, set P105 = 0).
- Drive master into the slot.
- Reactivate slave (Hit E-stop, set P105 = 1).
- Set limit to 850,000:
- Hit E-stop.
- Lift 1: Function view → Technology function → Basic positioner → Referencing → Absolute encoder → Set to 850,000 lu, then hit Set.
- Lift 2: Parameter 21905 set to 850,000. Change 21902 from 0 → 1 → 0.
- Take pins out (Move up slowly until they come out).
- Have Dale level the table.
- Bring table down slowly until it fits into the slot.
- E-stop machine and Reset zero:
- Lift 1: Function view → Technology function → Basic positioner → Referencing → Absolute encoder → Set to 0 lu, then hit Set.
- Lift 2: Parameter 21905 set to 0. Change 21902 from 0 → 1 → 0.
- Take fully up to limit, make sure table is 37.500 from base then bring down to fit in pocket.
- Have Dale measure for shims.
- Reactivate rotary (Hit E-stop, set Parameter 105 = 1).
- Set rotary 0 (Hit E-stop. Function view → Technology function → Basic positioner → Referencing → Absolute encoder → Set 0).
- Go fully up.
- Test Rotary:
- 90 degrees
- 180 degrees (Bring down to make sure it fits in pockets, then take back up)
- 270 degrees
- 0 degrees
Weight Testing (r31)
Note: If cutting quality is bad, look at parameter (r81).
Without Weight
- Motor 1: Up # | Down #
- Motor 2: Up # | Down #
- Rotary CCW: # | CW: #
With Weight
- Motor 1: Up # | Down #
- Motor 2: Up # | Down #
- Rotary CCW: # | CW: #
Go to assembly's computer to put in the final measurements.
Crucial Action:
If the Weight Test yields percentages way outside of the given baselines (e.g., Up 9.7% / Down 26.0%), call and let the assembly manager know immediately.
Leveling Legs & Portables
Leveling Leg Testing
- Go online and match the IP address. Note: Same process as Gen 3
- Open Parameterization.
- Open Rotate & Optimize (R&O).
- Navigate to p1990 (in parameterization) and change it to 1. Skip if already set to 1
- Back in R&O, hit Activate.
- Hit ON for Measurement.
- Check p1984 in parameterization. This value should be close to 0. Note: If it is not close to 0, repeat the previous 3 steps until it is
- Navigate to p971, change it to 1, and hit the Floppy Disk icon to save.
- Go to R&O and change the Operating Mode to Basic Positioner.
- Change the two drop-downs in Actual Values to:
- Current actual value torque generating
- Torque actual value
- Change the velocity to the target LU (refer to the test grid below).
- Check the RPM in parameterization.
If the RPM is incorrect:
Navigate to Function View → Mechanical Systems and update:
- Motor Revolutions: 62992
- Load Revolutions: 1000
- LU per Load Rev: 5000
Leg 1
-
500 rpm / 40 LuW/O Weight: | With Weight:
-
1000 rpm / 80 LuW/O Weight: | With Weight:
-
2000 rpm / 160 LuW/O Weight: | With Weight:
Leg 2
-
500 rpm / 40 LuW/O Weight: | With Weight:
-
1000 rpm / 80 LuW/O Weight: | With Weight:
-
2000 rpm / 160 LuW/O Weight: | With Weight:
Leg 3
-
500 rpm / 40 LuW/O Weight: | With Weight:
-
1000 rpm / 80 LuW/O Weight: | With Weight:
-
2000 rpm / 160 LuW/O Weight: | With Weight:
Leg 4
-
500 rpm / 40 LuW/O Weight: | With Weight:
-
1000 rpm / 80 LuW/O Weight: | With Weight:
-
2000 rpm / 160 LuW/O Weight: | With Weight:
| RPM | nm | Amps |
|---|---|---|
| 500 | 0.24 | 1.14 |
| 1000 | 0.27 | 1.26 |
| 2000 | 0.3 | 1.43 |
Leveling Legs Limit
- Go online (match IP address, either CU320 or old FW). Open parameterization.
- Open Rotate & Optimize for Leg 1. Slowly raise it in at 10 rpm while watching torque.
- Back off 6000lu. Put -6000lu in at reference @ hard stop.
- Set limits to 90170 lu or 90.17mm.
- In Parameter view, change P971 to 1. If it doesn't revert to 0, manually change it back.
- Save via blue floppy, go offline, upload, cycle power off/on. Check limits with Tarus NC on their side via Auto Leave.
Leveling Leg Notes
200040 = Level legs over torque: Usually just manually lower the closest leg next to it to take weight off the one leg.
200050 = Level leg limit.
Portables Overview
Note: Do Gen 3 set up without the EXOR remotes.
Ohm out each motor exactly like Gen 3.
Test Legs
- Plug into the CU32 (127 port) and go online.
- Open each leg and go to Rotate and Optimize.
- Parameter 1990: Change 0 → 1 to take the commutation angle.
- Parameter 1520 (High Torque): Change 3.32 → 1.32. Once hit, revert to 3.32.
- Parameter 1521 (Low Torque): Change -3.32 → -1.32. Once hit, revert to -3.32.
- Under Rotate and Optimize jog back until torque spike, set limit there.
- Use parameter 971 to save drive parameters 0-1 (Save RAM to ROM).
Misc
Fooke Table
* Same general procedure as a normal lift table, but there is no rotary component. *
- Retest motors/logic. Ensure slave is 2 inches higher than master before connecting.
- Reference both motors (make sure it is E-stopped).
- "Hit the sticks" to drive both motors up into slots. Note: The guys install rods into the spiral lift—whatever diameter fits the holes in the spirals—this prevents the spiral lift from spinning in place and allows it to actually drive upward.
- Once slave is touching, deactivate it (P105 = 0). Drive master into slot. Reactivate slave (E-stop).
- Set Limit to 794,000 (E-stop).
- Take pins out. Bring table down to fit into the slot. Have Mark check.
- E-stop machine. Reset zero for Lift 1 and Lift 2.
- Take up to limit (fully up). Bring down to fit in pocket. Test.
DCC Charts Reference
- On Delay Device PDE
- Off Delay Device PDF
- AND Statement &
- OR Statement >=1
- Edge Evaluator ETE
- Numerical Comparator NCM_D
- Set / Reset RSR
- Digital Inputs Or_50
- Dummy Blocks NOP1_B
- Not Moving NOT
- Drive Moving Flasher BF
- Digital I/O Read NOP8_B
Activity & Revision Log
Document History
| Date | Editor | Changes Made |
|---|---|---|
| May 12, 2026 | Admin |
|
| May 06, 2026 | Admin |
|
| May 06, 2026 | Eric / Youssef | Added new Leveling Legs Test grid with active text inputs and embedded specifications reference table. Reorganized Phase 6. |
| May 05, 2026 | Jeremy | Overhauled Axis Commissioning (X, Y, Z) and Auto-Servo Tuning steps. Reorganized Coolant/Hydraulic IFM limits to Phase 2. |
| May 01, 2026 | Admin | Converted original Word Document into Interactive App format. |
Editor Tutorial & Manual
How to Edit the Master Guide
This guide is fully interactive. You do not need database access or special coding tools to update the shop floor procedures. You can edit it directly from your browser.
- Turn on Edit Mode: Click the Enable Edit Mode button in the bottom left corner of the sidebar.
- Modify an Existing Step: When Edit Mode is on, hover over any card to reveal the Edit tools. Click Edit to begin typing directly inside the card. Click Save when you are done.
- Manage List Items: When editing a card, click anywhere inside the text of a specific step. Use the floating formatting toolbar to + Step (add new line), Move ↑/↓, or Delete that specific line instantly!
- Log Your Activity: Navigate to the Activity Log tab, click "Admin Edit", and use the password to document what you changed! You can use the formatting tools to add bullets.
- Save Your Work: Once you are done making changes, click the Save Master Guide button in the sidebar. This will instantly download a brand new HTML file. Send the exported HTML to the Applications Dept.
Progress Tracking
You can now use this guide to track your exact progress during a startup!
- Click the checkbox on the left side of any step you complete to mark it off.
- A progress banner will appear at the bottom of your screen.
- If you made a mistake or want to wipe the slate clean, click the red Discard button.
- If you need to leave the job or close your laptop, click the large green Save Progress button.
- This will download a personal HTML file to your Downloads folder. When you open that file tomorrow, all your checkboxes and typed notes will still be there exactly how you left them!
How to Export a "Custom Field Guide"
If you have a tech out in the field who only needs to see 2 or 3 specific steps (e.g. how to reference the Y axis), you can create a Custom Field Guide just for them.
- Turn on Edit Mode.
- Check the Boxes: Look at the top right of every step card. Check the box that says ☑ Include in Field Guide for the specific steps you want to send.
- Add Custom Notes: Click "Edit" on the checked cards and type in any custom notes or warnings for the field tech.
- Export: Click the Export Custom Field Guide button in the sidebar.
This will instantly download a stripped-down HTML file that ONLY contains the cards you checked. It completely removes the editing tools and empty tabs so the field tech gets a clean, simple guide. Send them that file via Teams or email!