This document provides a user guide for FACTORY I/O simulation software. It allows users to build 3D industrial systems using a drag and drop interface and interact with them in real time. Systems can be connected to external technologies through drivers. The guide describes the two main modes (edit and run), camera controls, interacting with objects, I/O points represented by tags, and the user interface including the toolbar, menus and other windows.
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FactoryIO User Guide en PDF
This document provides a user guide for FACTORY I/O simulation software. It allows users to build 3D industrial systems using a drag and drop interface and interact with them in real time. Systems can be connected to external technologies through drivers. The guide describes the two main modes (edit and run), camera controls, interacting with objects, I/O points represented by tags, and the user interface including the toolbar, menus and other windows.
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User Guide
August 12, 2014
2 Contents 3 Welcome 3 What Is FACTORY I/O 3 How Does It Work 4 Drivers: Connectng To External Technologies 5 System Requirements 6 Run Mode And Edit Mode 7 Controls 8 Cameras 8 Camera Modes 9 Camera Navigaton 9 Camera Optons 10 Interactvity 11 I/O Points 12 User Interface 12 Toolbar 14 Optons 17 Driver Confguraton 18 Palete 19 Status Bar 19 Context Menu 21 Support 3 Welcome What is FACTORY I/O | How Does It Work Welcome What Is FACTORY I/O FACTORY I/O is a real tme sandbox for automaton training. This simulaton includes cutng edge physics and a realistc environment, inspired by the automaton industry, with high quality graphics and sound. FACTORY I/O allows an easy and quick creaton of 3D industrial systems through a drag and drop approach. Any of the built systems can be interacted with and controlled in real tme. How Does It Work FACTORY I/O includes a library of completely functonal parts that represent common industrial equipment. The user can start with any of the pre-built scenes or drag and drop parts into an empty scene to build new industrial systems. The pre-built scenes are based on whats commonly found in typical industrial plants and are completely editable. All scenes can be saved and loaded allowing them to be easily shared. At any point the simulaton can be run, whether theres a complete system on scene or just some parts that need testng. Parts can be interacted with during the simulaton, allowing them to be tested with real tme physics. Built systems can be interfaced with the most common automaton technologies through I/O drivers. 4 I/O Drivers - Connectng To External Technologies I/O Drivers: Connectng To External Technologies FACTORY I/O can be connected to external technologies through drivers. Systems are controlled by accessing the parts I/O points, represented by tags. These tags are automatcally generated when a part is added to the scene and can be edited (View page 11). Use the Drivers Confguraton Window (View page 17) to choose and setup one of the available drivers to interface the system tags with external technologies. With the Open (SDK) driver, FACTORY I/O tags can be accessed through a . NET 2.0 assembly. This library allows users to write code to exchange informaton between FACTORY I/O and target technologies. Users can develop their own drivers. When using the Open (SDK) driver, tags are automatcally detected and updated in CONNECT I/O. This simple visual programming environment can control FACTORY I/O or even allow it to connect to sofware and hardware. Note: Each I/O driver requires a valid license. An Open (SDK) driver license gives access to all drivers. For more informaton please consult the SDK documentaton, the CONNECT I/O User Guide and FACTORY I/O webpage for a detailed and updated list of all available drivers. 5 System Requirements System Requirements FACTORY I/O minimum system requirements. Operatng System Windows Vista or higher Processor Intel Core 2 Duo at 2Ghz, or AMD Athlon 64 x2 2Ghz or higher Memory 1Gb Hard Disk Space 500Mb Video NVIDIA cards since 2004 (GeForce 6), AMD cards since 2005 (Radeon X1300), Intel cards since 2006 (GMA X3000); support for shader model 2.0 or higher Sound DirectX compatble sound card DirectX 9.0c 6 Run Mode And Edit Mode Run Mode And Edit Mode FACTORY I/O has two working modes: the EDIT mode, used to connect parts and build systems, and the RUN mode, used to control and test systems. RUN/EDIT- Switch between RUN and EDIT mode. PAUSE - Pause the simulaton (RUN mode). Physics driven cameras (fy and frst person) cannot move. RESET- Reset the simulaton (RUN mode).
Run Mode This mode runs the simulaton and doesnt allow editng. Some parts can be interacted with (boxes, butons, etc.). Real tme physics are simulated in this mode. Edit Mode This mode stops the simulaton and allows all parts to be selected and edited. 7 Controls Controls Controls and shortcuts difer whether the simulaton is in RUN mode or EDIT mode. Not bindable + Undo + Redo + Group/Ungroup Cycle Cameras Interact with objects Look around Bindable Move forward Move back Move lef Move right Zoom Duplicate Reset Camera Vertcal transl. (Lef) Mult. Selecton Toggle Console Toggle sensor tags Toggle actuator tags Toggle Palete Slow down Switch RUN/EDIT 8 Cameras Camera Modes Cameras Camera Modes Select from three diferent camera modes. Same controls apply diferent actons depending on the selected camera. ORBIT - Select the ORBIT camera. ORBIT camera rotates around a selected point of interest (PI). Double click on the scene to select the PI. Most parts are placed on the horizontal plane defned by PI (at that height). This camera is not afected by physics. Move PI forward Move PI back Move PI right Move PI lef Double click to Select PI Rotates around PI Click to Translate PI Approach to PI Distance from PI FLY - Select the FLY camera. FLY camera rotates around the camera center and is afected by physics. Move forward Move back Move right Move lef Move up Move down Lef Click + Right Click and Hold - Move where you look. FIRST PERSON - Select the FIRST PERSON camera. FIRST PERSON camera mimics the perspectve of a frst person view and is afected by physics. This camera cannot use the FOLLOW PART opton. Move forward Move back Strafe right Strafe lef Jump Lef Click + Right Click and Hold - Move where you look. 9 Cameras Camera Navigaton | Camera Optons Camera Navigaton Controls also difer accordingly to the current camera mode. Cameras: ORBIT FLY FIRST PERSON
MOVEMENT MOVEMENT MOVEMENT ROTATION ROTATION LOOK ZOOM UP / DOWN JUMP Camera Optons FOLLOW PART - Follows a selected part. CLICK on FOLLOW PART and next on the part to follow. Works with the ORBIT and FLY cameras. CAMERAS - Toggles the Cameras window. CLICK on SAVE CAMERA to save the current camera. CLICK on EDIT to edit the camera name. CLICK on DELETE to delete the camera.
EDIT DELETE 10 Interactvity Interactvity It is possible to interact with movable objects during the simulaton. This allows the users to interact like they would with objects. Its possible to add and remove items from systems, cause malfunctons or system jams and test parts (e.g. test a conveyor). The movable objects are identfed by a hand mouse icon. To move an object CLICK and DRAG it to the desired locaton. Some parts can be interacted with (boxes, butons, pallets, etc.) and are indicated by the hand mouse cursor. Lef click and hold to interact with the part. Camera navigaton is stll possible when a object is being held. RUN Mode Specifc Controls Lef clicking while holding the lef SHIFT key locks the part rotaton. MOVABLE OBJECT 11 I/O Points I/O Points I/O points are represented by Tags. A tag is defned by a name, an address and a value which can be Discrete, Analog or Numerical. Tags are automatcally generated when FACTORY I/O starts and whenever a part is added to the scene. Tags that are always created when FACTORY I/O starts: FACTORY I/O (Running) - True if the simulaton is running. FACTORY I/O (Paused) - True if the simulaton is paused. FACTORY I/O (Reset) - True if the simulaton was reset. FACTORY I/O (Time Scale) - Indicates the simulaton tme scale. (1 if running, 0.1 if in slow moton, 0 if paused or in edit mode). To access tags, DOUBLE CLICK on a Floatng Tag to dock it at the top lef of the screen or open the VIEW Menu and check Dock All Tags to dock all existng tags at once. Select a docked tag to EDIT it. UNDOCK TAG - Click on or DOUBLE CLICK on the Tag to undock it. VALUE - Discrete, Analog or Numerical value. CLICK on to force the Tag value. ADDRESS - Shows the Tag memory address. CLICK on it to EDIT the Tag address. NAME - Shows the Tag name. CLICK on it to EDIT the Tag name. FAILURE - Select a FAILURE to inject. NO FAILURE - CLICK on to remove any injected failure. OPEN CIRCUIT - CLICK on to inject an OPEN CIRCUIT failure. When this failure is injected the value of the Tag is always 0. SHORT CIRCUIT - CLICK on to inject and SHORT CIRCUIT failure. When this failure is injected the value of the Tag is always 1 if the value is discrete or 0 if the value is analog or numerical. Failures can be injected in sensors and actuators. Whenever failures are being injected, a Warning Icon is displayed in front of each afected Tag. TAG EDIT ADDRESS FORCE EDIT NAME VALUE SHORT CIRCUIT OPEN CIRCUIT NO FAILURE CLOSE WARNING ICONS 12 User Interface Toolbar User Interface Toolbar File Menu NEW - Creates a new scene. OPEN - Shows the Open menu. This menu has two sectons, the My Scenes secton, where all the saved scenes can be found and the Pre-Built Scenes secton, where all the pre-built scenes can be found. SAVE - Saves the current scene (saved in the folder Documents\FACTORY IO\MyScenes). SAVE AS - Opens the Save menu. OPTIONS - Opens the Optons menu. DRIVER CONFIGURATION - Opens the Driver Confguraton window. EXIT - Closes the applicaton. DOCKED TAGS TOOLBAR CAMERAS PALETTE NAVIGATION PANEL STATUS BAR PERFORMANCE BAR 13 User Interface Toolbar EDIT MENU UNDO - Erases the last change done to the scene. REDO - Reverses the undo. VIEW MENU OPEN CONSOLE - Enables the console. CAMERA NAVIGATION - Check to toggle the visibility of the camera navigaton interface. Controls difer accordingly to current camera. CAMERAS - Check to show or hide the Cameras window. PALETTE - Check to show or hide the Palete window (EDIT mode). TAGS - Check to show or hide the Tags window. SENSORS FLOATING TAGS - Check to show or hide the sensors foatng tags. ACTUATORS FLOATING TAGS - Check to show or hide the actuators foatng tags. FLOATING TAGS ADDRESS - Check to show or hide tags addresses. DOCK ALL TAGS - Docks all existng Tags. CLEAR DOCKED TAGS - Removes all docked Tags. Note: The console is a command line interface where the programs setngs and variables can be edited while the program is running. It also displays a log of warnings, errors, and other messages produced during the programs executon. It can be shown/hidden and appears over the normal scene view. 14 User Interface Optons OPTIONS In any sub menu click on DEFAULT to restore the default setngs. GENERAL LOOK Look Sensitvity - Adjust the look sensitvity. A higher sensitvity allows the camera to turn faster. Invert Look - Invert the controls for looking. APPLICATION Run in Background - Contnues the simulaton if the window loses focus. LOCALIZATION Language - Choose a language. VIDEO Click APPLY to apply the new setngs. 15 User Interface Optons RESOLUTION - Set the screen resoluton. DISPLAY MODE - Switch between full screen and windowed mode. QUALITY - Set the graphical quality. In some machines increasing the quality will lower performance. V-SYNC - Enable vertcal synchronizaton. In some confguratons it may lower performance. AUDIO ENABLE SOUND - Enable or disable all sounds. VOLUME - Set the master volume. CONTROLS Change key bindings. Arrow keys are defned by default for movement and cannot be used. 16 User Interface Optons INSTRUCTOR For each saved scene you may lock several optons with a password. PASSWORD - Choose an unlock password and click LOCK to lock the optons. If lef empty no password will be required. RUN MODE ONLY - Check to disable EDIT mode. Applied only afer loading a scene. LOCK CURRENT PARTS - Lock the current parts on scene (cannot be edited). New parts added to the scene are editable. The mouse cursor will indicate a locked part on rollover. HIDE FAILURES - Hides all failure warnings from the scene and Tags window. LICENSING CURRENT LICENSE - Displays the current license details. Click on REFRESH to update license details. ACTIVATE - Insert your actvaton key and click on GET LICENSE to actvate FACTORY I/O with a stand-alone license. Internet connecton and administrator privileges are required. TRIAL LICENSE - Click on GET TRIAL LICENSE to start using a trial version of FACTORY I/O. Afer 30 days your trial expires. Internet connecton and administrator privileges are required. 17 User Interface Driver Confguraton DRIVER CONFIGURATION Opens the Driver Confguraton Window. Click on RESET to reset te confguraton of the current driver. Click on CLOSE to close the Driver Confguraton Window. Only the licensed drivers will appear as available. When the optons NONE and OPEN (SDK) are selected no confguraton is required. The Driver Confguraton allows the mapping of sensors and actuators tags (drag and drop) with the inputs and outputs of drivers. TAG NAME DATATYPE 18 User Interface Palete
SLOW MOTION - Slow down the simulaton (x10). SENSORS TAGS - Show or hide the sensors foatng tags. ACTUATORS TAGS - Show or hide the actuators foatng tags. Palete Show or hide the Palete window (only available in EDIT mode). DRAG and DROP a part into the scene.
SEARCH BAR - Search a specifc part by using keywords. ALL - CLICK to select a part category. This flters the visible parts. Parts are divided into Items, Heavy Load Conveyors, Light Load Conveyors, Sensors, Operators, Warning Devices and Walkways. PALETTE FLY FIRST PERSON SENSORS ORBIT FOLLOW PART ACTUATORS CAMERAS SLOW MOTION 19 User Interface Status Bar | Context Menu Status Bar
Displays informaton about the current state of FACTORY I/O: CURRENT VERSION, PROJECT NAME, CURRENT DRIVER and PERFORMANCE BAR. PERFORMANCE BAR Indicates the real tme performance of the applicaton itself. Color ranges from GREEN to RED. It is recommended to keep this bar GREEN as this means the physics of the applicaton are running correctly. When the bar is YELLOW, physics are running averagely but quality is degrading. When the bar is RED physics simulaton loses precision. Performance is infuenced by many factors. Some actons can normally be taken to increase performance: Lower the SCREEN RESOLUTION. Go to FILE - OPTIONS - VIDEO. Lower the QUALITY. Go to FILE - OPTIONS - VIDEO. Disable V-SYNC. Go to FILE - OPTIONS - VIDEO. Decrease the number of parts in the scene. E.g.: delete unused parts. Context Menu RIGHT CLICK on a part to see the CONTEXT MENU. Some parts have some degrees of freedom locked on rotaton. YAW - Rotaton around the vertcal axis. CLICK on and to Yaw. ROLL - Rotaton around the front-to-back axis. CLICK on and to Roll. PITCH - Rotaton around the side-to-side axis. CLICK on and to Pitch. HORIZONTAL TRANS. - Moves on the horizontal axis. CLICK to SELECT a locaton. VERTICAL TRANS. - Moves the part up or down. CLICK to SELECT a locaton. DUPLICATE - Creates an identcal copy of the selected part(s). The selected part(s) is moved according to the mouse pointers locaton. LEFT CLICK to place the part(s) on the desired positon. DELETE - Delete selected part(s). GROUP / UNGROUP - Groups a set of parts together. To create a group mult-select two or more parts and CLICK GROUP. Select an existng group and CLICK UNGROUP to convert the grouped parts back to normal. EDITING GROUP - SELECT a group and PRESS CTRL to enter the group: the individual parts within it are shown and can be individually edited. To ADD a part to an existng group select the group, PRESS CTRL and CLICK on the part to ADD and then CLICK on GROUP. CONFIGURATION - Select a confguraton. The available optons vary according to the selected part. Some examples of existng confguratons: DISCRETE, ANALOG, BISTABLE, MONOSTABLE, etc. 20 User Interface Context Menu EMITTER parts include extra functonalites.
BASE TO EMIT - Choose the bases to emit from PALLET, SQUARE PALLET, and EMPTY. PART TO EMIT - Choose the parts to emit from SMALL BOX, MEDIUM BOX, LARGE BOX or NONE. MAX TIME - Maximum tme interval between the emission of parts (in seconds). MIN TIME - Minimum tme interval between the emission of parts (in seconds). UP TO - Maximum of parts to emit. RANDOM PART POSITION - CHECK to emit parts in random positons. RANDOM PART ORIENTATION - CHECK to emit parts with random orientatons. 21 Support Support We want you to get the maximum advantage from our product. So if you run into technical difcultes, we are here to help. For the most frequently asked questons, you can easily fnd answers in the product documentaton and at our website. If you stll cannot fnd the answer, gather all the informaton or questons that apply to your problem, and with the product close at hand, contact us: Website: www.realgames.pt Email: support@realgames.pt