PowerFlex Drive Academy

Lab Exercise: Powerflex 755 Basic Programming

Instructor: Alan Roycroft

(Please do not remove from the room)

Basic Drive Programming with PowerFlex 755

Contents

Before you begin ......................................................................................................................................... 5

About this lab ................................................................................................................................................ 5

Lab Objective ................................................................................................................................................ 5

Tools & prerequisites .................................................................................................................................... 5

Section 1: Assisted Startup using the H.I.M............................................................................................ 6

About This Section ........................................................................................................................................ 6

Using the Human Interface Module (H.I.M.) ................................................................................................. 6

Resetting Factory Defaults and Starting Wizard ........................................................................................... 8

Setting the Motor Control Mode .................................................................................................................. 11

Entering Motor Nameplate Data ................................................................................................................. 12

Setting the Speed Feedback Device........................................................................................................... 15

Setting the Speed Limits ............................................................................................................................. 17

Direction Auto Tune and Inertia Tests ........................................................................................................ 18

Configuring the Speed Reference and Ramp rates .................................................................................... 23

Configuring the Inputs and Outputs ............................................................................................................ 24

Section 2: Assisted Drive Startup………………………......................................................................... 1

About This Section ......................................................................................................................................4

Starting Drive with Connected Components Workbench………………...................................................... 5

Reset Drive to Defaults ............................................................................................................................... .

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Appendix A: Configuration/Setup Guide

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Before you begin

About this lab

This hands-on lab will provide you with an opportunity to explore the PowerFlex 755 AC drive. In this
session, you will learn to:

Use the Assisted Startup for simple Speed Controlled Applications

Control the drive and spin a motor

This lab takes approximately 50 minutes to complete.

Lab Objective
At the end of this lab, you should have successfully completed the Assisted Startup routine of the PF 755
drive and

1. Programmed the Drive to start the drive/motor using the green pushbutton labeled ‘IN 1’.

2. Programmed the Drive to stop the drive/motor using the red pushbutton labeled ‘IN 0’.

3. Programmed the Drive to forward or reverse the drive/motor using the selector switch labeled
‘IN 2’.

4. Programmed the Drive to get Speed Reference from an Analog Source, the potentiometer
labeled ‘0-10 VDC IN 0’.

Tools & prerequisites

Windows XP PC with DriveExplorer

PowerFlex 755 Training Demo

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Section 1: Assisted Startup using the H.I.M.

About This Section

Using the Human Interface Module (H.I.M.) is the fastest way to access the parameters in a drive. This
section will lead you through the Startup Wizard, will take approximately 50 minutes, and you will:

Reset the drive to factory defaults

Set the motor control mode and enter motor nameplate data

Set the speed feedback device and speed limits

Perform direction tests and inertia tests

Configure speed references, ramp rats, inputs, and outputs

Using the Human Interface Module (H.I.M.)

The image below shows some of the essential keys which you will be using in this session. Please
familiarize yourself with these keys (buttons)

Soft Keys

Navigation Keys

Enter Key

Stop Key

Start Key Folders Key

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One of the ways to perform an Assisted Startup on the PowerFlex 755 is using the Startup routine in the
H.I.M. The following steps will lead you through that:

1. Access the Status screen which is displayed on HIM PowerUp.

PowerFlex 755
240V 4.2A
20G . . . B4P2

2. Press the ‘Folders’ button on the HIM keypad. The button is located on the bottom row of
the HIM Keypad (shown circled in the left image below).Pressing the ‘Folders’ button changes the
HIM screen display to the Folders screen, shown below to the right. Depending on your drive
configuration, the text next to each number may vary.

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Resetting Factory Defaults and Starting Wizard

3. Use the left or right arrow keys to scroll through the different folders, to locate the
folder called ‘MEMORY’.

4. Use the down arrow key to highlight ‘Set Defaults’ if necessary and press the Enter
key located in the center of the HIM keypad to make this your selection.

5. The screen which follows after completion of the previous step is shown. Use the down arrow key
to highlight ‘This Port Only’. Press the Enter key located in the center of the HIM
keypad to make this your selection.

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6. Use the soft key labeled ‘ALL’ to reset default all parameter settings in the Drive.

7. Use the ‘CLR’ soft key to acknowledge and clear the ‘Module Defaulted’ fault.

8. Press the ‘Folders’ button on the HIM keypad again to access the Folders Menu.

9. Now use the left or right arrow keys to scroll through the different folders, to
locate the folder called ‘START UP’.

10. The first item listed in the ‘START UP’ folder is ‘Begin Start Up’ and this is highlighted by default.
Press the Enter key located in the center of the HIM keypad to make this your selection.

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 11. The startup routine starts with an Introduction screen. Press the ‘ENTER’ soft key to continue.
The ‘ENTER’ soft key is located on the top row of the HIM keypad.

Note: You can always use the ESC soft key to return to a previous step.

12. Pressing the ‘ENTER’ soft key in the previous step has led you to a new screen, which allows you
to select the type of startup you wish to perform. For this lab session, we will choose ‘General
Startup’. This is highlighted by default. Press the ‘ENTER’ soft key located on the top row of the
HIM keypad to make this your selection.

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Setting the Motor Control Mode

13. Pressing the ‘ENTER’ soft key in the previous step has led you to the ‘General Startup Main
Menu’. You will go through steps listed in this menu to configure your drive. Press ‘ENTER’ soft
key to enter the first section ‘Motor Control’.

14. The introduction screen provides information about the ‘Motor Control section. Press the ‘ENTER’
soft key to continue.

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 15. Pressing the ‘ENTER’ soft key in the previous step leads you to a screen which lists the available
motor control modes in the PowerFlex 755. For this lab session, we will choose the Flux Vector
mode. Use the scroll down or scroll up arrow soft keys to select ‘Flux Vector’. Press the
‘ENTER’ soft key to make this your selection.

St ar t up
Mot or Cont r ol
Pl ease Sel ec t :
Sens or l es s Vect
V/ Hz
Fl ux Vec t or

ABORT ENTER

16. Pressing the ‘ENTER’ soft key in the previous step leads you to a screen which lists the available
Motor Types in the PowerFlex 755. For this lab session, we will choose the default selection of
‘Induction’. Press the ‘ENTER’ soft key to make this your selection.

17. Pressing the ‘ENTER’ soft key in the previous step leads you to a screen which lists the available
Motor Control Modes in the PowerFlex 755. For this lab session, we will choose the default
selection of ‘Speed’. Press the ‘ENTER’ soft key to make this your selection

Entering Motor Nameplate Data

18. After selecting the motor control mode in the previous step, you are directed back to the General
Startup Main Menu. ‘Motor Data’ should be highlighted now. Press the ‘ENTER’ soft key to
make this your selection. The next few steps will require you to input the nameplate information
of the motor you are doing a Startup on.

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19. Pressing the ‘ENTER’ soft key in the previous step has led you to the ‘Startup Motor Data Entry’
screen. The first information you will provide is the Motor Nameplate (NP) Volts. The Motor in the
demo is rated for 230 V. This should be the default value for this parameter. Press the ‘ENTER’
soft key to confirm your input and move to the next screen.

20. The next information you need to provide is the Power Units. By default the value of the
parameter should be set to ‘HP’. Press the ‘ENTER’ soft key to confirm your selection and move
to the next screen.

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21. You will now be required to input the Motor Nameplate (NP) Power. The motor internal to the
demo is rated 25 Watts (0.025 kW) or 0.033 HP. Notice that there are no designated buttons on
the HIM keypad for entering a decimal point. The PowerFlex 755 HIM keypad uses a soft key to
provide a ‘decimal point’ button. This ‘decimal point’ soft key is activated when the first digit in the
numeric value is entered. In this case, start by entering ‘0’. Notice how one of the soft keys (top
row of the HIM keypad) is now a ‘decimal point’ button. Use the ‘decimal point’ soft key button
and the appropriate number keys to input a value of ‘0.033’. Press the ‘ENTER’ soft key to
confirm your input and move to the next screen.

22. You will now be required to input the Motor Nameplate (NP) Amperes. The Motor in the demo is
rated for 0.22 amps. Use the ‘decimal point’ soft key button and the appropriate number keys to
input a value of ‘0.22’. Press the ‘ENTER’ soft key to confirm your input and move to the next
screen.

St ar t up
Mot or Dat a Ent r y
Edi t Mot or NP Amps
0. 22 Amps
Min 0.00
Def 2.90 Max 42.00

EXP

23. You should be in the ‘Edit Motor NP Hertz’ screen. The Motor in the demo is rated for 60 Hz. The
Default value should be ‘60’ Hz. Press the ‘ENTER’ soft key to confirm your input and move to
the next screen.

24. You will now be required to input the Motor Nameplate (NP) RPM. The Motor in the demo is
rated for 1600 RPM. Use the appropriate number keys to input a value of ‘1600’.Press the
‘ENTER’ soft key to confirm your input and move to the next screen.

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 25. You should now be in the ‘Edit Mtr OL Factor’ screen. This screen allows you to enter the Motor
Overload factor. By default this parameter value is set to a value of ‘1.00’. We will use this as our
selection for this lab session. Press the ‘ENTER’ soft key to confirm this and move to the next
screen.

26. You should be in the ‘Edit Motor Poles’ screen. The Motor in the demo is a 4 Pole motor. By
default, this parameter value is set to a value of ‘4’. Press the ‘ENTER’ soft key to confirm this as
your selection and move to the next screen.

27. You will now be required to input the Speed Units. For this lab we will use ‘RPM’ for our Speed
Units. Use the scroll down or scroll up arrow soft keys to select ‘RPM’. After this setting
has been selected, press the ‘ENTER’ soft key to confirm this and move to the next screen.

Setting the Speed Feedback Device

28. With the completion of the previous step, you have finished inputting the Motor Nameplate data
and other information required in the ‘Motor Data’ section. Pressing the ‘ENTER’ soft key in the
previous step has directed you to the Main Menu and the item ‘Feedback’ should be highlighted.
Press the ‘ENTER’ soft key to make this your selection.

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29. You should now be in the ‘Speed Feedback Select’ screen. You will use the down arrow key
to highlight ‘Feedback’. Once the list item ‘Feedback’ is highlighted, Press the ‘ENTER’
soft key to make this your selection and move to the next screen.

30. Pressing the ‘ENTER’ soft key in the previous step has led you to the ‘Speed Feedback Device
Selection’ screen. You will be indicating your primary Speed (Velocity) feedback device in this
step. For this lab session we will use the dual encoder in port 4.Use the down arrow key
to navigate and highlight Port 4 Dual Encoder. Press the ‘ENTER’ soft key to make this your
selection.

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 31. Pressing the ‘ENTER’ soft key in the previous step has led you to the ‘Select Param to Use’
screen. For this lab session we will select ‘Encoder 0 Fdbk’. ‘Encoder 0 Fdbk’ should be
highlighted by default. Press the ‘ENTER’ soft key to make this your selection.

32. The next screen allows you to configure the PPR on the Encoder you selected. The dual encoder
you selected in a previous step is rated 3000 PPR. Use the appropriate number keys on the HIM
keypad to input the numeric value ‘3000’. Press the ‘ENTER’ soft key to confirm this selection.

33. The Encoder Interface screen allows you to configure the chosen Encoder. Select the default
highlighted option of ‘Quadrature’ using the ‘ENTER’ soft key.

34. Select ‘Differential’ using the ‘ENTER’ soft key to continue configuring the Encoder interface.

35. Select ‘No’ using the ‘ENTER’ soft key when asked the question ‘Monitor marker pulse to detect
loss of signal?’

Setting the Speed Limits

36. The previous step was the last step in configuring your feedback device. You should now have
been directed back to the General Startup Main Menu. Configuring the limits is the next step in
the Startup routine. Press the ‘ENTER’ soft key to access ‘Limits’ section.

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 37. For this lab session, we will be making the following changes in the ‘Limits’ section. Use the
number keys to input the values listed for each item and press the ‘ENTER’ soft key to move
forward to the next screen. After the four values have been entered, you will be exited out of this
section.

Max Fwd Speed = 1600 RPM

Max Rev Speed = -1600.00 RPM (you can directly enter a value of ‘1600’; the negative sign is defaulted)

Min Fwd Speed = 0.00 RPM

Min Rev Speed = 0.00 RPM

Direction Auto Tune and Inertia Tests

38. You should now have been directed back to the General Startup Main Menu. The ’Tests’ section
is next and should be highlighted by default at this stage. Press the ‘ENTER’ soft key to access
‘Tests’ section.

39. There are two tests which are part of the Startup Routine. You will perform these tests in the next
few steps. You will run the Direction test first. The ‘Direction Test’ list item should be highlighted
by default. Press the ‘ENTER’ soft key to make this your selection. Press the Start key to
start the motor.

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40. The next screen asks the question ‘Is the direction of rotation forward?’ To demonstrate the
ability of the PowerFlex 755 to electronically swap motor leads to change motor direction, let us
choose ‘No’ as the answer to this question. Use the down arrow key to select and
highlight ‘No’ and press the Press the ‘ENTER’ soft key.

St ar t up
Di r ec t i on Tes t
I s t he di r ec t i on of r ot at i on
f or war d?
Yes
No

41. The next screen asks the question ‘How would you like to fix motor polarity? ’. Select the default
highlighted option ‘Automatic change’ by using the ‘ENTER’ soft key.

St ar t up
Di r ec t i on Tes t
How woul d y ou l i k e t o f i x t he
mot or pol ar i t y ?
Aut omat i c Change
Change f bk wi r es

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42. The screen that follows asks you to stop the drive so this change in direction, initiated in the

previous step, can take place. Press the ‘STOP’ key to stop the drive.

43. Follow the direction on the next screen which asks you to ‘START’ the drive. You can start the
drive and by using the START key.

44. The next screen asks the question ‘Is the direction of rotation forward?’ and requires confirmation
that the changes to direction are acceptable. Select ‘Yes’ by pressing the ‘ENTER’ soft key.

45. Since you made a change to the motor direction, the polarity of the feedback (encoder) has to be
changed too. This screen will inform you about that. Press soft key ‘ENTER’ to continue.

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46. This screen asks the question’ How would you like to fix the feedback polarity?’ Select the default
highlighted option ’Automatic change’ by using the ‘ENTER’ soft key.

St ar t up
Di r ec t i on Tes t
How woul d y ou l i k e t o f i x t he
f eedbac k pol ar i t y ?
Aut omat i c Change
Change f bk wi r es

47. As required by the following screen, press the STOP key to stop the drive.

48. Press the ‘START’ button to begin the test and review changed motor direction.

49. Select ‘Yes’ as your answer when asked the question again ‘Is the direction of rotation forward?’

St ar t up
Di r ec t i on Tes t
I s t he di r ec t i on of r ot at i on
f or war d?
Yes
No

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50. Press the Stop key .This should successfully complete the Direction test.

51. You should now be back in the ‘Motor Test Menu’ screen. Now use the ‘ENTER’ soft key to select
the ‘Auto tune’ Test. Read the important information on the screen and press the ‘ENTER’ soft
key.

52. Pressing the ‘ENTER’ soft key in the previous step has directed you to the ‘Select the tuning
mode’ screen. For this lab session, we will perform a rotate tune on the demo motor. Select the
default highlighted option ‘Rotate Tune’ by pressing the ‘ENTER’ soft key .

53. As directed by the HIM screen information, press the START key to start the ‘Auto tune’
Test. Notice the changing information on the HIM (as the different parts of the Auto tune tests are
completed).Wait till the test is completed.

54. The completion of the test is indicated by the ‘Test Completed Successfully’ screen. Press the
‘ENTER’ soft key.

55. Select the ‘Inertia Test’ using the ‘ENTER’ soft key and use the ‘ENTER’ soft key again to confirm
that the load is connected to the motor.

56. As directed by the HIM screen information, press the START key to start the ‘Inertia’ Test.

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 57. The completion of the test is indicated by the ‘Test Completed Successfully’ screen. Press the
‘ENTER’ soft key. This will bring up the ‘Edit Speed Reg BW’ entry screen. Select the ‘ENTER’
soft key to accept the default value of 10.00 R/S.

58. Pressing the ‘ENTER’ key in the previous step has directed you back to the ‘Motor Test Menu’.
Use the ‘ENTER’ soft key to select ‘Done’ in the ‘Motor Test Menu’ screen.

Configuring the Speed Reference and Ramp rates

59. At this time you should be in the ‘General Startup Main Menu’. The next item on the Startup
menu list’ Ref Ramp Stop’ should be highlighted by default. Press the ‘ENTER’ soft key to make
this your selection.

60. The ‘Edit Direction Mode’ box should be on the screen now. We will use the default parameter
value of ‘Unipolar’ for this lab session. Press the ‘ENTER’ soft key to confirm and save your
selection.

61. You should be on the ‘speed reference source’ selection screen. Use the down arrow or
up arrow keys to highlight ‘Analog Input’ as your Speed Reference source. Use the
‘ENTER’ soft key to make this your selection.

62. In the window ‘Select Port to Use’ that appears following the previous step, use the down arrow
or up arrow keys to highlight ‘Port 07 I/O module 24V’. Use the Enter key to
make this your selection.

63. Use the down arrow and up arrow keys, if necessary, to highlight ‘Par 0050 Anlg In0
Value’. Use the Enter key key to make this your selection. Press the ‘ENTER’ soft key to
confirm and save your selection.

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 64. The next few steps will configure the Analog Input you chose as Speed Reference. For this lab
session we will use the 0-10V potentiometer (labeled 0-10VDC IN 0) on the demo as our Analog
Input speed reference. Pressing the ‘ENTER’ soft key in the previous step has led you to the first
item required to configure the Analog Input. You should be in ‘Edit Anlg In0 Hi’ screen. Press the
‘ENTER’ soft key to accept the default value of ‘10.000’ Volt.

65. In the ’Edit Anlg In0 Lo’ screen that follows, press the ‘ENTER’ soft key to accept the default
value of ‘0.000’ Volt.

66. In the next few screens input these values:

‘Speed Ref A Anlg Hi’= 1600 RPM

‘Speed Ref A Anlg Lo’= 0 RPM
Press the ‘ENTER’ soft key.

67. You should be in the ‘Startup / Stop Config’ screen now, press the ‘ENTER’ soft key to accept the
default selection of ‘Ramp 1’ to be used as ‘Stop Stop Mode A’.

68. Pressing the ‘ENTER’ key in the previous step has directed you to the screen to configure the
‘Bus Reg Mode A’. Select the default of ‘Adjust Freq 1’ using the ‘ENTER’ soft key.

69. Following the step to set bus regulation you will now set Ramp (Accel and Decel) times. In the
‘Edit Accel Time 1’ screen, use the appropriate number key to enter a value of ‘3’ seconds. Press
the ‘ENTER’ soft key.

70. Similarly enter a value of 3 seconds for the deceleration time in the ‘Edit Decel Time 1’ screen.
Press the ‘ENTER’ soft key.

71. The next screen continues the ramp speed configuration and asks the question ‘Do you want to
perform S-curve for Accel/Decel? ‘. We will select ‘No’ as the answer for this lab session. You can
select ‘No’ by highlighting it using the down and up arrow keys and then using the
‘ENTER’ soft key to confirm and save your selection.

Configuring the Inputs and Outputs

72. Completing the previous step successfully has led you to the ‘General Startup Main Menu’ with
the item ‘I/O’ highlighted. Press the ‘ENTER’ soft key to enter the ‘I/O’ section.

73. You should be in the ‘Start Stop I/O’ screen now. The first item to configure on this list is ‘Start
Stop & Dir’. Press the ‘ENTER’ soft key to enter this section. Read the Introductory screen to this
section and press the ‘ENTER’ soft key to continue.

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74. The next screen requires you to answer the question ‘Will a Digital Input be used as a START
Source? Select ‘Yes’ using the down and up arrow keys and then using ‘ENTER’
soft key to confirm and save your selection. We will use the green push button labeled ’IN 1’ in
the demo as our Start Source in a later step.

75. The next screen will ask the question ‘Is Reverse required from a digital input?’? Select ‘Yes’
using the down and up arrow keys and then using ‘ENTER’ soft key to confirm and
save your selection. We will use the switch labeled ’IN 2’ in the demo as forward/reverse in a
later step.

76. Select ‘3 wire’ as your choice for the question ‘Enter Choice for the control method’.

77. In the ‘Select Port To Use’ window use the up and down arrow keys to highlight ‘Port (xx) I/O
Module 24V’ Press the ‘ENTER’ soft key to make this your selection.
(xx = port the I/O card is mounted in)

78. In the ‘Param to Use’ window Press the Enter soft key to select

79. First, you will select the bit/Digital Input you want to use as your START. We are going to use the
green push button labeled ‘IN 1’ as our start input. To do this scroll to Bit 01 Input 1 and press the
Enter soft key.

80. Repeat steps 78 and 79 to select the red push button labeled ‘IN 0’ as your Stop switch (Bit 00
Input 0) and the selector switch labeled ‘IN 2’ as your Forward/Reverse switch (Bit 02 Input 2) in
that order.

81. You should now be back in the ‘Start Stop I/O’ menu screen. This is all we will configure in this
section so use the down arrow keys to scroll down to the last item on the list ‘Done’. After
‘Done’ is highlighted, use the ‘ENTER’ soft key to make this your selection.

82. You should now be back in the General Startup Main Menu screen .you have finished with the
Startup routine steps required for this lab session. Select ‘Done’ using the ‘ENTER’ soft key to
exit out this screen.

83. Select ‘Exit Startup’ using the ‘ENTER’ soft key to exit out of the Startup routine.

84. You can now test your drive to perform the functions you configured during the startup routine
namely, Start using the green push button IN 1, Stop using the red push button IN 0, change
direction using IN 2 and provide speed reference using the ‘0-10VDC IN 0’ pot.

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Section 2: Assisted Drive Startup using Connected Components Workbench

Besides the HIM, the drive parameters and programming can be accessed via software tools. These
tools include DrivesTools SP, Connected Components Workbench or RSLogix5000 v16 (or greater)
with Drive AOP 3.01 (or greater) Studio 5000.

About This Section

In this section, we will introduce you to Connected Components Workbench software and some of the
features that are common across all the software tools. This section is designed to take 50 minutes, and
you will:
Connect to a PowerFlex drive using Connected Components Workbench software.

Display and edit parameters with the Linear List View

Display and edit parameters with the File / Group View
Use the Control Bar to control a drive
Use a Wizard

Starting Connected Components Workbench and Connecting to the Drive

1. Verify that the PowerFlex 755 drive is connected to the computer

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4. Click on the Connected Components Workbench APP

5. Waite for the Connected Components Workbench to open the application.

6. The Following screen will be displayed.

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7. Expand the Discover Tab and select the Browser Connections Tab.

8. Getting Connected to the Powerflex 755 Drive A new Window will open, select the PF755 drive
IP:192.168.31.87
.

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 9. You should now be connected,to the Powerflex 755 Drive. Next Click on the “Wizards” Tab .

10. Now Select Powerflex 755 Startup Wizard tab as indicated below.

The Startup W izards eliminate the need to search for setup parameters because commonly used
parameters are contained in a single wizard. Configuration becomes a guided, step-by-step process
using graphics and parameter names (not numbers!), which simplifies drive setup.

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Using the Startup Wizard

The PowerFlex 755 Startup Wizard is similar to performing the HIM Assisted Startup. Configuration
parameters that are common to most applications are displayed in text / graphic forms and presented
in a sequential step-by-step process.
The DPI/DSI Tech Support Wizard is used to collect information for a remote support person to help
troubleshoot a problem. Drive and peripheral information such as series and revision is collected
along with changed parameters, fault & event queues, diagnostic items, etc. This information is saved
to a text file which can be emailed to RA Tech Support, the OEM that supplied the machine, or the
Corporate Engineer responsible for the remote plant, etc.
Note: The same wizards also work with DriveTools SP v6.02 (or higher) and RSLogix 5000 v16
(or higher) with Drive AOP 3.01 (or higher)

11. T h e C o n n e c t e d C o m p o n e n t s W o r k b e n c h w i l l n o w u p l o a d p a r a m e t e r s

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12. The first step in the wizard is the Welcome page. It explains the wizard and gives hints and tips
for using the wizard. Click Next >.

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13. The Reset Parameters page is next. It allows you to reset the parameters back to factory
m
defaults. Verify High Voltage and Nor al Duty are selected from the pull down menus. Make
sure the radio button for Host and Ports to Defaults (Preferred) is selected. Then click Reset
Parameters.

In the confirmation window, click Yes.

Observe the on screen confirmation of the parameters being reset.

Click Next > to continue, viewing the sequential process and continuing to click Next > until you read
the Motor Control step of the wizard.

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14. Perform the Motor Control step of the PowerFlex 755 Startup Wizard. Make the selections
shown.
Motor Control Mode: Induction Flex Vector
Speed / Torque / Position Mode: Speed Reg
Primary Speed Feedback: Port 4, Parameter 4 [Enc 0 Fdbk]

This will create a new step in the wizard in order to configure the encoder card. Click Next > to the
Encoder Feedback Port 4 step of the wizard.

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15. The Encoder Feedback Port 4 step is next. This step configures the Dual Encoder Card in slot 4
of the drive. Change the following parameters:
Encoder 0 PPR to 3000 PPR

Click Next > to the Motor Data step of the wizard.

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16. The Motor Data step is next. This step assists in entering the data from your motor’s nameplate
into the drive. Change the parameters to the following:
Power Units: HP
Motor NP Power: 0.03 HP
Motor NP FLA: 0.22 Amps
Motor NP Volts: 230 VAC
Motor NP Hertz: 60 Hz
Motor NP RPM: 1600 RPM
Motor OL Factor: 1.00
Motor Poles: 4 Pole

Click Next > to the Stop Mode step of the wizard.

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17. The Stop Mode step is next. This step assists in selecting the drive’s stop mode and dynamic
brake (DB) resistor type. No selections need to be changed in this step; keep the default
selections.

Click Next > to the Direction Test step of the wizard.

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18. The Direction Test step is next. It helps you determine if the motor is rotating in the proper
direction for your application. No selections need to be change on this screen.

Direction tests are not needed for this example; however they can be ran if you desire. If you do
perform the test, note the following:

Click the button and hold it for a few seconds to run the drive. As long as you hold the job
button, the drive will run. Once you let go of the button, the drive will stop. After the motors stops,
click the Yes radio button. Observe how clicking the Yes radio button updated the screen with a Test
Passed status as well as adding the Change Direction option.
Note: The number labeled “Encoder Feedback” might not match the reference speed you typed –
that is okay for this step, and you can proceed with the lab.
Click Next > to the AutoTune step of the wizard.

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19. The AutoTune step is next. This step is where you can use the automatic tuning algorithms
(AutoTune). When running these algorithms, the drive energizes the motor and makes
measurements, which are used to make parameter settings.

AutoTune tests are not needed for this example; however they can be ran if you desire. If you do
perform the AutoTune, please note the test status:

Leaving the AutoTune page while the test is in process will abort the test, faulting the drive. Do not
leave AutoTune page until the test is complete:

Note: In some cases, an Over Speed Fault may occur during a Rotate Tune. Just acknowledge
it and move on with the lab.
Click Next > to the Inertia Test step of the wizard.
Note: Clicking < Back, Next >, or leaving step by any means will abort the test.

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20. The Inertia AutoTune step is next. This step is where you can use an automatic tuning algorithm
to determine the load’s inertia. When running this algorithm the drive spins the motor and makes
measurements, which are used to make parameter settings.

AutoTune tests are not needed for this example; however they can be ran if you desire. If you do
perform the AutoTune, note the test status:

Leaving the AutoTune page while the test is in process will abort the test, faulting the drive. Do not
leave AutoTune page until the test is complete:

Click Next > to the Ramp Rates / Speed Limits step of the wizard.
Note: Clicking < Back, Next >, or leaving step by any means will abort the test.

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21. The Ramp Rates / Speed Limits step is next. Set the following values:
Max Forward Speed: 1600 RPM
Min Forward Speed: 0 RPM
Min Reverse Speed: 0 RPM
Max Reverse Speed: --1600 RPM

Adjust the S-Curve values and see how that changes the shape of the ramps. Set it back to zero
before moving on.
Click Next > to the Speed Reference step of the wizard.

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22. The Speed Reference step is next. It helps you select where the drive gets its speed reference.
Observe the screen with the default value of Port 0: Parameter 871 [Port 1 Reference].

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23. Now select the reference to be from Port 7: Parameter 50 [Anlg In0 Value], observe how the
wizard shows the pertinent parameters for this analog input. Also change the following:
Speed Ref A Hi: 1600 RPM

Click Next > to continue, viewing the sequential process, continue to click Next > until you reach the
Start / Stop step of the wizard.

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24. The Start / Stop step of the is next. Make the selections below:
DI Start: Port 7 [I/O Module 24 V] Parameter 1 [Dig In Sts] Bit 1 [Input 1]
DI Stop: Port 7 [I/O Module 24 V] Parameter 1 [Dig In Sts] Bit 1 [Input 0]
DI Forward / Reverse: Port 7 [I/O Module 24 V] Parameter 1 [Dig In Sts] Bit 1 [Input 2]

Click Next > to the Other Digital Inputs step of the wizard.

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25. The Other Digital Inputs step is next. No changes need to be made here.

Click Next > to continue, viewing the sequential process, continue to click Next > until you reach the
Pending Changes step of the wizard.
Note: There are other digital inputs available to the user; however the wizard shows the commonly
programmed inputs. All the available digital inputs can be accessed via the HIM or software tool. See
the user manual for those parameter numbers.

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26. The Pending Changes step is next, and last. The purpose of this step is to verify all of the
changes you made in the wizard, and then apply the changes to the drive. The below screen is
for your reference, and there may be some differences between your actual screen and the one
shown.

Click Finish >>. The wizard will write your changes to the drive.
Note: The Pending Changes step can be used a reference tool. You can print the summary with the

print button at the bottom of the window. You can refer to the printed summary when
commissioning duplicate drives or replacing a faulted drive.

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Using the Control Bar Tool

27. Change Parameter 301 [Access Level] to Expert to allow all of the parameters to be visible.

28. Click on the button in the tool bar at the top of the window.

29. Read the Caution Advisory window and click OK.

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 30. Use the buttons on the left-hand side of the control bar to start, stop, jog, and control the direction
of the drive.

The speed reference was selected earlier to be Port 7 [I/O Module 24V] Parameter 50 [Anlg In0]. To
allow the control bar to have control of the speed reference, change Port 0 Parameter 545 [Sped Ref
A Sel] while the drive is not running. Stop the drive, and change it to Port 0 Parameter 877 [Port 13
Reference].

Start the drive again and use the slider on the right-hand side to control the speed reference.

31. Stop the drive and turn off the control bar by clicking the button again. Observe the Caution
Advisory window and click Yes.

32.Congratulations you have now come to the END of the LAB.

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