Configuration#

Estimated time to read: 5 minutes

Before you create the model, review these related pages:

Info

This tutorial refers to a master data file used to create the model and scenarios and you can download it here.

Step 1: Confirm Lookup Tables#

Go to Administration > Tables > Lookup Tables and confirm that these values exist.

Lookup Table	Value
`InstrumentType`	`Caliper`
`InstrumentType`	`Scale`
`ResourceResourceType`	`Instrument`
`ResourceResourceType`	`Measurement Device`

Table: Lookup table values required for the tutorial

Step 2: Create Instrument Resources#

Go to Business Data > Resource > New.

In General Data, set Processing Type to Instrument. The Additional Information tab shows these fields in the Instrument section.

Field	Description
Instrument Type	Type of instrument selected from the `InstrumentType` lookup table, for example `Caliper` or `Scale`.
Calibration Status	Current calibration state: `Calibrated`, `In Calibration`, or `Not Calibrated`.
Last Calibration Date	Date of the most recent calibration. This field is required with `Calibrated` status for selection at Track-In.
Exclusive Usage	Prevents the Instrument from being associated with more than one process Resource at the same time when enabled.

Table: Instrument fields used in the tutorial

Use these Instrument Resources in the scenarios.

Resource	Instrument Type	Calibration Status	Exclusive Usage	Used In
`Caliper-001`	`Caliper`	`Calibrated`	No	Scenarios 1 and 4
`Caliper-002`	`Caliper`	`Not Calibrated`	No	Scenario 3
`Scale-1`	`Scale`	`Calibrated`	Yes	Scenario 2

Table: Instrument resources used in the tutorial

Step 3: Define Measurement Capabilities#

Measurement capabilities define the metrological characteristics of an Instrument. Go to Business Data > Resource > Instrument Name > Measurement Capabilities > Manage.

Field	Description	Example (`Caliper-001`)
Mode	Measurement mode name. Use it only when the Instrument has more than one capability. Leave it empty when there is a single capability.	Empty
Parameter	Optional link to an existing Parameter. When set, the system inherits Measurement Units.	Empty
Measurement Units	Unit of measurement for the capability.	`mm`
Lower Range	Minimum measurable value.	`0`
Upper Range	Maximum measurable value.	`1000`
Range Units	Unit used for the range fields.	`mm`
Resolution	Smallest readable value. This field is mutually exclusive with Precision.	`0.01`
Precision	Repeatability of the measurement. This field is mutually exclusive with Resolution.	Empty
Accuracy (%)	Closeness of the reading to the true value.	`0.003`

Table: Measurement capability fields

Note

Resolution and Precision are mutually exclusive. Use Resolution when the smallest scale division is known. Use Precision when repeatability test data is available. Fill at least one of Resolution, Precision, or Accuracy.

Instruments of the same type usually share identical characteristics. When you create a new Instrument, you can use Copy All Measurement Capabilities to reuse an existing definition.

When to Use Mode or No Mode#

Instrument setup	Configuration	Effect in Manage Instruments
One Instrument measures multiple Parameters with the same characteristics	Create a single measurement capability and leave Mode empty.	Add the Instrument once so it is available for all matching Parameters.
One Instrument needs different ranges or resolutions for different measurements	Create one measurement capability per Mode and name each Mode.	Add the Instrument and specify the required Measurement Mode.

Table: Mode usage guidance

Note

The same Instrument Resource cannot be added twice to the same Resource. When a Resource must measure parameters that need different modes, create one Instrument Resource per mode.

Step 4: Configure the Step#

Go to Business Data > Step > Measurement Step and configure these settings.

Field	Value	Description
Require Instruments at Track-In	`Yes`	Adds an Instruments step to the Track-In wizard and blocks Track-In until the operator confirms the Instruments.
Disassociate Instruments at Track-Out	`No`	Keeps the Instruments associated after Track-Out. Set it to `Yes` only when the instruments must be removed automatically.

Table: Step settings used in the tutorial

Step 5: Configure the Data Collection#

Each Parameter in the Data Collection must have the Instruments section configured. Go to Business Data > Data Collection > Dimensional Measurement DC > Parameters.

Field	Value	Description
Capture Behavior	`Always`	Requires the operator to select an Instrument for every reading.
Capture Behavior	`On Change`	Available for inspection-scope Data Collections. Reuses the same Instrument until the operator changes it.
Instrument Type	for example `Caliper`	Filters the available Instruments to the matching type.

Table: Data collection parameter settings

Step 6: Manage Resource Instruments#

Go to Business Data > Resource > Measurement Station 01. You can access the Instruments section in two ways:

From the Resource detail page, scroll to the Instruments section on the right-side panel and select Manage.
From the Resource ribbon, select Manage > Instruments.

In the Manage Instruments wizard, select , choose the Instrument, and select Update.

When the Instrument has a single measurement capability without Mode, one entry covers all compatible Data Collection Parameters.

Instrument Resource System State and Termination#

Warning

When an Instrument Resource is set to Terminated, the system automatically removes it from any resource where it is currently associated. If a data collection instance is open on the affected resource, you cannot close it until another calibrated instrument is associated with the resource and selected.

An Instrument Resource with system state Down or Non-Scheduled is not selectable during Track-In or Data Collection. This is expected system behavior.

Continue to Scenarios.