DIATwin logoDIATwinMachinePilot
Review draft · 12 chapters · 49 sections · 2026-09-24

1. About this manual and task entry points

This chapter explains the scope, version labels and task reading routes.

1.1 Audience versions and reading guidance

This manual is for MachinePilot users who create components, products and recipes. Follow each example's prerequisites, values, steps and completion checks. Example values apply only to that example.

This review edition consolidates the existing material. Each example retains its source version. The basic-operation recording shows 1.6.0 in the title bar, 1.7.0 under About Application and 0.1.0 for Plugins; these have not been treated as one version identifier. If your interface differs, check the version and limitations stated for that section.

“Requires confirmation” indicates unresolved source ambiguity. “Result evidence pending” means a procedure exists but its successful outcome is not sufficiently demonstrated. “User supplied clarification” identifies a written explanation rather than a new test. Different branches and examples do not share a successful ending.

The scope ends with operations inside the software and recipe export checks. Loading a physical machine, commissioning, trial runs and production operation are outside this edition.

1.2 Workflow and data relationships

Choose a chapter according to the work you need to perform.

Data to prepareReading entry
Components, part numbers, geometry, and tool and feeder relationshipsChapter 5
Board, Panel, Carrier and product annotationsChapters 6 and 7 [1] [2]
Product dimensions, corners and mounting referencesChapter 8
Machine and product selection, accessory configuration, planning and simulationChapters 9 and 10 [1] [2]

The following workspace explanation comes from the existing getting-started draft. Its applicability remains limited to the source version.

Main workspaces and data browsing

Existing introductory draft. Procedure and interface applicability require review.

Main workspaces

Context and checks

MachinePilot manages Electronic Component, Product and Recipe data in separate workspaces. Select an object in Data Tree, inspect or edit its attributes in Properties, and use Viewport to view 2D or 3D models and simulation results.

Learn the purpose of each workspace, switch between them, and identify warnings, errors and execution status in the message area.

  1. Start MachinePilot.
  2. Locate the workspace selection area.
  3. Open the Electronic Component workspace.
  4. Identify Electronic Component as the workspace for creating and managing component assets.
  5. Switch to Product.
  6. Identify Product as the workspace for product structures, BOM, Gerber and Annotation.
  7. Switch to Recipe.
  8. Identify Recipe as the workspace for machine configuration, path planning and simulation.
  9. Select an object in Data Tree.
  10. Inspect the parent and child relationships in Data Tree.
  11. Open Properties.
  12. Inspect the selected object's properties.
  13. Modify the editable property settings.
  14. View the 2D or 3D content in Viewport.
  15. Use Viewport rotation, panning and zooming.
  16. Check execution status in the message area.
  17. Identify warning messages.
  18. Identify error messages.
  19. Practice switching between Product, Electronic Component and Recipe.
  20. Confirm that the interface areas operate normally.

1.3 Choose a reading route by task

Your taskSuggested route
First useEnvironment preparation → Interface operation → Choose a task below [1] [2]
Change the part number of an existing assetFind a component and change its part number
Keep the original asset and reuse its shape for a new part numberDeep Clone
Create a single board from GerberComplete single-board example → Dimensions and mounting points [1] [2]
Create a panel or carrierPanel / Concept carrier / STEP carrier [1] [2] [3]
Specified accessories / Partial restrictions / Whole-panel planningManual configuration / Restricted configuration / Flattened-panel example [1] [2] [3]
Export a recipeEXPORT DB; successful output-file verification remains pending

Each example has its own starting data. The two-board Panel example is not the continuous upstream result of the four-board Demo_Panel recipe example. Read the preparation requirements first.

2. Installation licensing and sample data

This chapter presents the existing installation, licensing and data preparation procedures. Unconfirmed applicability is marked.

2.1 System requirements and installation

System requirements and installation from the existing 1.6.0 draft

Existing draft. Target environment and installation results require confirmation.

System Requirements

Context and checks

Before installing MachinePilot, confirm that the hardware, operating system, user permissions and network meet its requirements. Insufficient specifications or permissions may cause installation or startup failures, display problems or inadequate simulation performance.

Check that the Windows version, CPU, memory, graphics card, disk space, administrator permissions and network meet the requirements of the MachinePilot version in use.

  1. Open Windows System Information.
  2. Check the Windows version.
  3. Confirm that the operating system meets MachinePilot requirements.
  4. Check the CPU model and specifications.
  5. Check the memory capacity.
  6. Check the graphics card model and video memory.
  7. Confirm that the graphics driver is correctly installed.
  8. Check free space on the installation drive.
  9. Confirm that the current user has the administrator permissions required for installation.
  10. Confirm that the computer can reach the network endpoints required for licensing and related services.
  11. If a proxy is used, obtain the correct proxy settings.
  12. Confirm that the environment meets installation and operation requirements.

Installation

Context and checks

Prepare the MachinePilot installer, official model archive and Tutorials data before installation. Use the default installation settings, or Advanced to select the installation scope and a custom path.

Confirm that installation resources are complete and version-compatible, and that the program and required components are installed in the intended location.

  1. Prepare the MachinePilot installer.
  2. Prepare the official model archive for the corresponding version.
  3. Prepare Tutorials examples and the associated CAD data.
  4. Check the names and versions of the installation files.
  5. Run the MachinePilot installer.
  6. Accept the license agreement.
  7. Choose the default installation or Advanced.
  8. Specify a custom installation path if needed.
  9. Check the selected components and required disk space.
  10. Start installation.
  11. Wait for installation to finish.
  12. Confirm that MachinePilot is installed correctly.

Installation settings

Context and checks

The installation wizard installs MachinePilot and its components. Accept the license agreement and check the installation options.

Confirm that the wizard starts, the license agreement is accepted, the settings are correct and installation completes.

  1. Locate DIATwin_Machine_Pilot_Enterprise_1.6.0.msi.
  2. Double-click the installer.
  3. If a permissions dialog appears, allow the installer to run.
  4. Wait for the installation wizard to open.
  5. Read the software license agreement.
  6. Select the option to accept the agreement.
  7. Select Advanced to inspect or adjust installation options.
  8. Check the installation scope.
  9. Keep the default options if a custom path is not required.
  10. Confirm that installation is ready to begin.
  11. Start installation.
  12. Wait for installation progress to finish.
  13. Confirm that the wizard reports no error.
  14. Complete and close the wizard.

Configure the installation path

Context and checks

Use Advanced to select the installation scope and a custom path when software management, disk space or data-storage requirements call for them.

Confirm that the path is accessible, enough disk space is available and all necessary components are selected.

  1. Start the MachinePilot installer.
  2. Read and accept the license agreement.
  3. Select Advanced.
  4. Open advanced installation settings.
  5. Select the installation scope.
  6. Confirm whether installation applies to the current user or all users.
  7. Open the installation path settings.
  8. Select a custom installation location.
  9. Confirm sufficient free space at the selected location.
  10. Confirm that the current user can write to the selected path.
  11. Check the components to install.
  12. Confirm that all required components are selected.
  13. Check the required disk space.
  14. Start installation.
  15. Wait for installation to complete.
  16. Confirm that MachinePilot is installed at the specified path.

2.2 Licensing and first launch

Offline License first launch and binding

At first launch, Offline License must connect to the external licensing server to complete binding. Subsequent offline use is available only after binding succeeds.

  1. Before first launch, prepare the Offline License information and confirm that the computer can connect to the external licensing server.
  2. Start MachinePilot, select Offline in License Setting, enter the license information and complete online binding.
  3. After confirming successful binding, you can use the software offline on subsequent occasions.

The server address, ports, proxy and firewall rules, and rebinding requirements after reinstallation or a computer change remain to be confirmed. This edition does not assume their behavior.

First launch and licensing from the existing 1.6.0 draft

Existing draft; no new licensing test was performed. Offline and Floating are described below. An older English manual also lists Dongle; its current applicability requires confirmation.

First launch

Context and checks

On first launch, MachinePilot loads the required components and verifies the license. Check the main window and workspaces after startup.

Confirm that DIATwin_MachinePilotEnterprise1.6.0.exe starts without loading errors and that Electronic Component, Product and Recipe open normally.

  1. Locate the MachinePilot desktop shortcut.
  2. Confirm that the shortcut points to DIATwin_MachinePilotEnterprise1.6.0.exe.
  3. Double-click the shortcut.
  4. If a permissions dialog appears, allow the program to run.
  5. Wait for the DIATwin loading screen.
  6. Wait for startup to finish.
  7. Confirm that the MachinePilot main window appears normally.
  8. Confirm that no startup error is displayed.
  9. Open the Electronic Component workspace.
  10. Confirm that Electronic Component displays normally.
  11. Open Product.
  12. Confirm that Product displays normally.
  13. Open Recipe.
  14. Confirm that Recipe displays normally.

Configure License

Context and checks

The existing introductory draft describes Offline and Floating License. Offline uses License Text and requires an external licensing-server connection at first launch to complete binding before subsequent offline use. Floating uses a License Key to connect to the licensing service. Proxy settings depend on the environment; exact requirements remain to be confirmed.

Confirm the license type, complete license information and successful license verification.

  1. Start MachinePilot.
  2. Wait for License Setting to appear.
  3. Check the license type you are using.
  4. For an offline license, select Offline.
  5. Enter License Text in the Offline License settings.
  6. Enter proxy information if required by the network environment.
  7. Apply the Offline License settings.
  8. For a floating license, select Floating.
  9. Enter License Key in the Floating License settings.
  10. Enter proxy information if required by the network environment.
  11. Apply the Floating License settings.
  12. Wait for license verification.
  13. Confirm successful license verification.
  14. Confirm that MachinePilot opens its main window.

Reopen License Setting

Context and checks

To change the license type, License Text, License Key or proxy, use the startup operation below to reopen License Setting.

Confirm that holding Esc while starting the program displays License Setting and allows the license information to be updated.

  1. Close the running instance of MachinePilot.
  2. Confirm that MachinePilot has completely exited.
  3. Locate the MachinePilot desktop shortcut.
  4. Press and hold Esc first.
  5. While holding Esc, double-click the MachinePilot shortcut.
  6. Confirm that the shortcut points to DIATwin_MachinePilotEnterprise1.6.0.exe.
  7. Wait for License Setting to load.
  8. Release Esc after License Setting appears.
  9. Select the required license type.
  10. Update License Text or License Key.
  11. Update proxy settings if needed.
  12. Apply the new license settings.
  13. Confirm that license verification completes.
  14. Confirm normal startup of MachinePilot.

2.3 Datasets and practice files

Installer models and Tutorials data

These filenames are examples from the existing 1.6.0 material. The files are not necessarily included with this manual.

Prepare installation files

Context and checks

The MachinePilot environment includes the application, official validation models and tutorial examples. These serve different purposes. Obtain complete files and confirm compatible versions before use.

Prepare DIATwin_Machine_Pilot_Enterprise_1.6.0.msi, DIATwin-Validation-v1.6.0-alpha3-r3.7z and the Tutorials folder, and confirm that they are accessible.

  1. Locate the MachinePilot installer.
  2. Check that its filename is DIATwin_Machine_Pilot_Enterprise_1.6.0.msi.
  3. Check that the installer file is complete.
  4. Locate the official model archive.
  5. Check that its name is DIATwin-Validation-v1.6.0-alpha3-r3.7z.
  6. Confirm that a tool for extracting .7z files is available.
  7. Locate the Tutorials folder.
  8. Confirm that it contains the tutorial examples.
  9. Confirm that it contains the associated CAD data.
  10. Check installer and model-data version compatibility.
  11. Place the installation resources in an accessible location.
  12. Confirm that the current user can access the files.

This edition includes each example's preparation requirements and filenames. A complete executable dataset package has not yet been delivered. Check “Before you start” and “Example values” for the required data; do not substitute similar names or shapes.

Data pending: the dataset version, actual retrieval location and loading checks for each example. The procedures can still be reviewed in the meantime.

3. Interface and common operations

This chapter covers the interface, selection, views, measurement and workspace operations.

3.1 Workspace tabs and information areas

Version and review status: the basic interface images come from the recording of 2026-09-23. The title-bar and About versions remain unresolved; text and captions require review. Common operations also use written clarifications, subject to the limitations in each section.

Workspace and reset.

Open Workspace at the upper left to locate Reset Workspace and Exit. The narration describes resetting the current project; the recording shows the menu without performing a reset.

Workspace and reset.

Electronic Component workspace.

Select Electronic Component to locate New Component, Open Project, Save to Library, Component Relations, and Scene Roles on the ribbon.

Electronic Component workspace.

Tree and properties panels.

Locate Electric Component Tree on the left and Annotation properties on the right. The narration explains the tree and associated parameters. No item is selected, so the empty panels do not establish every node parameter.

Tree and properties panels.

Console context menu.

3.1 Workspace tabs and information areas — continued

Right-click the bottom Console to locate Copy, Select All, Filter, Level, Clear Console, and Find; some commands are disabled in this state. The ambiguous subtitle word “test” is not interpreted as a Paste command.

Console context menu.

Console message levels.

Expand Level in the Console context menu to inspect the selectable message levels. The narration explains filtering by levels such as information and Debug; each individual filtering result is not verified here.

Console message levels.

Clear the Console.

Use the clear command in the Console context menu to remove messages. The frame shows the message area cleared; clearing messages does not establish that the causes of previous warnings were fixed.

Clear the Console.

Low disk space notice.

3.1 Workspace tabs and information areas — continued

The bottom warning reports disk space below 2048 MB and advises saving work and freeing storage. This is a storage warning in the recorded environment, not a measurement of memory capacity.

Low disk space notice.

3.2 Selection context menus and object hierarchy

For multi-slot selection, read the full manual-configuration example. Follow each object's specified selection method; do not generalize one example's repeated clicks to every table. [1]

Annotation type filters.

Locate Fiducial and Insertion under Filter by tag in the right panel. These are introduced as annotation type filters; no fiducial or insertion annotation is completed here.

Annotation type filters.

ADD, DELETE, and FOCUS.

Locate ADD, DELETE, and FOCUS below the annotation type. This segment shows their positions; the empty list provides no completed add, delete, or focus result.

ADD, DELETE, and FOCUS.

Use the left mouse button.

Use the left mouse button to select or specify a position in the 3D viewport. This introduction uses an empty scene; a recognizable selection result is still needed to verify object selection.

Use the left mouse button.

3.3 3D views focus and display

Focus on select。

Focus on select is below the annotation buttons. The narration describes focusing the view on a selected annotated component to inspect its position and geometry. No annotated component is present here, so the effect is described rather than demonstrated.

Focus on select。

3D toolbar and fit-all view.

The view toolbar is along the left edge of the 3D viewport. The narration first introduces fitting the whole scene into view. The scene is empty, so no model fit-all result can be verified.

3D toolbar and fit-all view.

Fit the selected object.

The narration next introduces fitting a selected component into view. A selected object is needed to check the effect; this frame only locates the toolbar.

Fit the selected object.

Area zoom entry.

3.3 3D views focus and display — continued

The 3D toolbar includes an area zoom entry. This segment locates the control without demonstrating a complete region selection and zoom result.

Area zoom entry.

Toggle the floor display.

Use the floor icon on the 3D toolbar to toggle the floor display. Compare the grid state with the preceding frame; this control changes the scene background display.

Toggle the floor display.

Frame display options.

Open the frame display menu to locate User Frame, Tool Frame, Slot Interface, General Frame, Pose Frame, and World Frame, with Show all and Hide all at the top.

Frame display options.

3D rendering statistics.

3.3 3D views focus and display — continued

The narration identifies geometry counts, rendering time, and FPS at the lower right during 3D interaction. These describe the current scene and are not a product performance guarantee.

3D rendering statistics.

Rendering mode menu.

Open the rendering menu on the 3D toolbar to locate Edged mode, Shaded mode, and Wireframe Mode. The narration describes their display styles; no model is present for a three-mode comparison.

Rendering mode menu.

View Editor entry.

Open View Editor to locate Add View. The narration describes capturing views for quick switching later; a complete save-and-recall sequence is not verified.

View Editor entry.

Capture Position entry.

3.3 3D views focus and display — continued

Next, open Capture Position, which has Static Capture and Motion Capture tabs. The current tab states Runtime-generated simulation source components are not captured. The narration mentions capture and replay, but no complete capture-and-replay result is shown.

Capture Position entry.

Zoom with the mouse wheel.

Scroll the mouse wheel in the 3D viewport to zoom. Adjacent frames show the floor grid scale changing. The persistent yellow cursor highlight is not treated as a click event.

Zoom with the mouse wheel.

Rotate with the middle mouse button.

Hold the middle mouse button and move the mouse to rotate the 3D view. The frame sequence shows the floor and axes changing orientation. The next examples explain how the pointer location affects the rotation center.

Rotate with the middle mouse button.

Rotate from a point on the object.

3.3 3D views focus and display — continued

Point at the board surface, then rotate with the middle button. The narration explains rotation relative to the point on the object. A board is loaded for this example, but its loading sequence is not expanded into a complete product-opening tutorial.

Rotate from a point on the object.

Elevated board and floor point.

The board is raised above the floor for comparison. A pointer hit on the board uses its point for rotation, while an adjacent empty area uses a point projected onto the floor. No reproducible elevation parameters are provided; this preparation is not a movement tutorial.

Elevated board and floor point.

Rotation near holes and empty space.

Even when the pointer appears close to the board, a hole or an area outside the board may hit the floor below. If rotation differs from expectations, first check that the pointer is on an actual object surface.

Rotation near holes and empty space.

Recheck rotation on the board surface.

3.3 3D views focus and display — continued

Move the pointer back onto the board surface, rotate with the middle button, and compare with the preceding floor-point example. The learning check is to distinguish the two rotation behaviors; no new product is saved and no recipe is generated.

Recheck rotation on the board surface.

Focus on select common operation

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Focus the view after selecting an Annotation.

Procedure

Enable Focus on select, then box-select Annotation items. The view zooms and focuses on the geometric center of the selection.

Limitations and pending information

The existing FOP-062 record also shows selection in the Annotations list. Box selection and list selection retain separate sources. Center calculation and zoom level for multiple items are unspecified.

Focus View common operation

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

View a product node.

Procedure

Use Focus View to enlarge the specified product node and view it from above.

Limitations and pending information

The related FOP-060 UI label is Focus Viewport. The commands are not currently treated as identical, and the top-view behavior is not generalized to every focus command.

Hide common operation

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Node visibility.

Procedure

Use Hide to hide a specified node for separate or single-layer inspection.

Limitations and pending information

The command for showing the node again is unspecified. The eye-icon control in FOP-005 affects feature-layer visibility and is not assumed to reverse Hide for every node.

3.4 Measure move and rotate

See the carrier example for relative and absolute product movement, and the STEP-carrier example for movement and rotation. Do not transfer coordinates or parameters between different objects. [1] [2]

World and Relative coordinate display.

The lower-left coordinate panel can switch between World and Relative. The narration describes coordinates of the pointed feature; the empty scene shows dashes rather than a valid feature coordinate reading.

World and Relative coordinate display.

Measure entry.

Measure is in the Product tools area and is introduced as the entry to measurement mode. Feature selection, measurements, and a complete exit sequence are not demonstrated.

Measure entry.

Measure common operation

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Common measurement; the source does not establish availability in every workspace.

Procedure

Select Measure to enter measurement mode. Select the start point and then the end point. Red, green and blue represent X, Y and Z. To leave measurement mode, select the first point and press Esc.

Limitations and pending information

This clarification does not specify measurement units, the coordinate reference or availability across workspaces. Example measurements are not defaults.

3.5 Save create a new file and exit

Result evidence pending: the unsaved Save/Cancel branches and reopening after saving do not yet have a complete common procedure. Refer to the specific component-saving or product-saving examples. [1] [2]

Exit command.

Workspace > Exit is the exit command introduced here. The recording continues and does not demonstrate the application closing.

Exit command.

Open Project in Product.

Product > Open Project is described as the entry for loading a saved Board, Panel, or Carrier project. This segment does not show the complete selection and loading result.

Open Project in Product.

4. Asset Library browsing and management

This chapter covers asset lookup, information, relationships and management entry points.

4.1 Search categories and sorting

Scope: this chapter primarily describes recorded Asset Library controls and information. Successful modification and cloning are covered in Chapter 5. Seeing an entry point does not establish successful completion.

Open Project and Group.

Select Open Project, then expand Group in Open Component Project to browse assets by group.

Open Project and Group.

Browse All Groups.

Set Group to All Groups to browse the assets in the current database. The narration lists components, tools, machines, and products; the available entries depend on the recorded dataset.

Browse All Groups.

Browse Default Components.

Select Default Components in Group to inspect default component candidates and their previews. The narration mentions subsequent cloning and geometry adjustments, which are not performed in this segment.

Browse Default Components.

Asset Library entry.

4.1 Search categories and sorting — continued

Select Asset Library and locate Asset Manager at the upper left. This is the entry used to browse database assets. The adjacent Change DB is not operated in this segment.

Asset Library entry.

Assets and groups.

Open Asset Manager and browse the Assets tab in Asset Library Management. The narration distinguishes geometry-bearing assets from group data. The right pane changes with the selected item.

Assets and groups.

Show category filter.

Use the Show dropdown to choose the category to browse. The narration introduces objects, groups, and drafts; subsequent examples use the Objects list.

Show category filter.

Locate recent assets by modification time.

4.1 Search categories and sorting — continued

Select the Last Modified column in the detailed list to sort by modification time, then scroll to recent entries. Identify the target by its name and timestamp; the bottom of the list depends on sort direction.

Locate recent assets by modification time.

Select the target asset.

Select the asset to handle in the list. This frame selects Electrolytic Capacitor; the following delete-command example switches to Disc Capacitor_template. Recheck the name and description whenever the selection changes.

Select the target asset.

Deferred Filters behavior.

Several categories are visible under Filters. The narration defers variation-based searching to later work. This package records the interface location without presenting future behavior as verified.

Deferred Filters behavior.

4.2 Asset information and relationships

Identify an incomplete Draft asset.

Selecting Disc Capacitor shows Draft – Incomplete, No preview available, and Draft asset, with a note that the component has not been finalized. The subtitle word “drift” is corrected to Draft from the UI. A missing preview does not establish a completed model.

Identify an incomplete Draft asset.

Model and preview paths.

Select an asset with a preview and inspect the project-file and preview-image path entries under Asset Values. The example selects G00101. These entries do not verify that the referenced files exist or are synchronized.

Model and preview paths.

Additional data varies by asset.

Select another asset, such as a feeder, and compare the additional Asset Values entries. The narration distinguishes tool and feeder data, while the UI uses Lib feeder data for mb db. for multiple asset types. Keep the observed UI wording.

Additional data varies by asset.

Identify footprint entries.

4.2 Asset information and relationships — continued

Entries ending in _footprint describe a relationship to a component model. This example shows Relay_THL18.8_W10.6_H15.3_footprint with no preview and an empty Asset Values pane. Its Relations are inspected later.

Identify footprint entries.

Product asset data.

Select a product asset to inspect its board preview and project, preview, and annotation-related data in Asset Values. This is an existing asset, not a product created during this segment.

Product asset data.

Electronic component asset data.

Select an electronic component to inspect its 3D preview and Asset Values. The narration compares additional data across assets and reiterates that drafts may lack models and images. Do not apply model-asset field expectations to every data type.

Electronic component asset data.

Three relation examples for a component.

4.2 Asset information and relationships — continued

Select Capacitor_Box_L7.3_W2.5_H6.5_P5 and open Relations. This example lists a footprint, feeder Tape_3_Radial, and tool VC0101. The example does not establish that every component always has all three relations.

Three relation examples for a component.

Inspect the component linked to a footprint.

Select Resistor_Axial_D3_L9_footprint and inspect Relations. It lists Resistor_Axial_D3_L9 with Component footprint alignment. This resistor example is separate from the preceding capacitor example.

Inspect the component linked to a footprint.

Asset Information common operation

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Product data in the current world.

Procedure

Right-click a product node and select Info to open Asset Information and inspect the data for all product items in that world.

Limitations and pending information

The ambiguous original wording is provisionally rendered as “product node.” Whether it specifically means the product root, which fields are shown and whether they are editable remain unconfirmed.

4.3 Boundaries of create update clone and remove

See 5.01 to change the part number of the same asset. See 5.02 to keep the original and create another asset with the same shape. [1] [2]

Result evidence pending: the post-deletion state and effects of Delete Selected on related data have not been fully verified for this edition.

Delete Selected and its evidence limit.

After selecting an item, Delete Selected is the command for deleting selected assets. The recording shows the button and its tooltip, but the same item remains visible afterward. A completed deletion is not established by the narration alone.

Delete Selected and its evidence limit.

5. Create and configure electronic components

This chapter covers lookup, part-number changes, shape cloning, geometry and manufacturing data, and lookup after saving.

5.1 Find an existing component and change its part number

E01 | Find Components by Shape and Change a Part Number

Reviewed example. Original prerequisites, values and limitations are retained.

What will you accomplish?

When you need a component, identify its shape in the asset list, then check the part number. If both match, lookup is complete. If the shape matches but the part number needs changing, update the existing asset's part number and check the result in the list.

This example uses a blue rectangular capacitor and changes its part number from 495-2473-3-ND to 9999 . The completion point is: the same shape is found in UIBU with the new part number 。

Before you start

Before editing, confirm the purpose: one asset has one part number. Changing an existing asset's part number affects definitions that already use that asset. To retain two different part numbers with the same shape, use E02 Deep Clone. Do not repeatedly rename one asset to treat it as two independent assets.

ItemExample valueMay it be changed?
Component shapeBlue rectangular capacitorYou may use another existing practice shape; verify that the same shape remains before and after editing.
Original part number495-2473-3-NDUse the selected asset's actual value
New part number9999You may choose your own value; the final result must match it.
NameIn this example: 495-2473-3-NDNot changed here; do not mistake Name for the updated part number.

1. Open component search

Step 01 | Add a Board

At the top, in Product select New Board . On the left, verify that Annotation Tree shows Board, containing BOM。

Figure E01-1: Starting state with Board and BOM.
Step 02 | Open the BOM list

On the left, in Annotation Tree select BOM . Verify that the right side shows Electronic Component List with the following at the bottom: + ADD。

Figure E01-2: The component list is on the right, with the add command at the bottom.
Step 03 | Add a component item

At the bottom of the right-hand list, select + ADD . Confirm that the list contains a NEW item whose Part No. field has no component assigned yet.

Figure E01-3: After adding an item, Part No. displays an underlined link.
Step 04 | Open Component Library Search
5.1 Find an existing component and change its part number — continued

select NEW in that row, select the Part No. underlined text. Because of the column width, it appears as Please select an e... . Confirm that this opens Component Library Search and view the UIBU tab.

Figure E01-4: UIBU displays shape thumbnails, part numbers, and Name together.

2. Identify the shape, then check the part number

Step 05 | Find the required shape

In UIBU browse the shape thumbnails, identify the required shape, then read its part number. The example is the first blue rectangular capacitor in Figure E01-4, with original part number 495-2473-3-ND。

Choose the next action based on your check:

Check resultNext action
Both shape and part number matchThe lookup goal is complete; no part-number change is needed.
The shape matches, but the part number needs changing and the original does not need to remain independently available.After understanding the impact, continue to Step 06.
The shape is the same, but both old and new part numbers must remain available.Use E02 Deep Clone instead.
The shape does not match.Consider New Component; creating a new shape is outside E01.

Steps 06–10 demonstrate changing an existing part number.

3. Change an existing asset's part number

Step 06 | Switch to Internal Library

In Component Library Search At the top, select UIBU on its right, the Internal Library tab, then find the asset with the same shape. Its title in this example is 495-2473-3-ND ; do not select the neighboring 495-2473-4。

Step 07 | Open the part-number input field

On the target asset, select ADD TO UIBU to edit its part number. If the target already shows the Part No. input field and OVERWRITE , continue to Step 08.

Confirm that the target asset's Part No. original value is 495-2473-3-ND。

Figure E01-5: The target shows Part No. and OVERWRITE; other assets below still show ADD TO UIBU.
Step 08 | Enter a new part number

In the target asset's Part No. input field, change the original value to 9999 . Check the entry before submitting. You may use your own new part number for practice.

Figure E01-6: The new part number is entered; OVERWRITE must still be selected to submit it.
Step 09 | Submit the update
5.1 Find an existing component and change its part number — continued

On the same item, select the right-hand OVERWRITE . Confirm that the following appears: Component overwritten in library. message.

Figure E01-7: Update-success message. A new value in the input field alone does not establish completion.

4. Return to the list to check the result

Step 10 | Find the new part number in UIBU

At the top, select the UIBU tab, find the blue rectangular capacitor again, and check:

Figure E01-8: The part number is now 9999, while Name remains unchanged. This completes the E01 part-number edit.

Figure E01-8: The part number is now 9999, while Name remains unchanged. This completes the E01 part-number edit.

Completion checks

Check each item for this part-number editing exercise:

If the task requires lookup only, finding a matching shape and part number completes it. Do not change the asset merely for practice.

If your screen differs from the example

ConditionHow to check
The new part number in UIBU differs from the intended value.Check the selected asset and submitted value; do not mark the task complete yet.
Name still contains the old part-number text.Check the part number above the item; Name and Part No. are separate information in this example.
The asset with the same shape cannot be found.Check that the practice data is available. Do not substitute a different shape as the result of this edit.

5.2 Reuse a shape with Deep Clone

Scope described for Deep Clone.

The narration introduces Deep Clone for copying an existing electronic component, including its geometry, tool relations, definitions, and group part numbers. Only the dropdown entry is shown; cloning, saving, and result verification are not completed.

Scope described for Deep Clone.

E02 | Reuse a Shape to Create Another Part Number

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Use Deep Clone to retain the original asset and create a new part number with the same shape. After completion, find the new part number and corresponding shape in the component list in Product.

Before you start

Prepare an existing component to clone. This example uses a blue rectangular capacitor. Check the shape before selecting it; this task does not modify the shape, tool relationships, or feeder relationships.

Example values and adjustable items

ItemExample valueAdjustment principle
New asset / new part number495-2473-4You may choose a name; the group part numbers and later lookup value must match.
GroupInternal Component Group、UIBUKeep the example settings
Component shapeBlue rectangular capacitorMust be the shape you intend to reuse

Procedure

Step 01 | Open Deep Clone

select Electronic Component . Expand the New Component drop-down list and select Deep clone from asset...。

Check after the operation: The Select Asset to Deep Clone window appears.

Figure E02-01: Source screen—Open Deep Clone.
Step 02 | Select an existing shape

Set the group to All groups , browse the thumbnails, select the blue rectangular capacitor, and select OK。

Check after the operation: The selected shape is the component you intend to reuse.

Figure E02-02: Source screen—Select an existing shape.
Step 03 | Set the new name and group part numbers

In Confirm Deep Clone Check the new asset name and enter 495-2473-4 ; in the group list, for Internal Component Group and UIBU enter the same new part number in the corresponding fields, then confirm.

5.2 Reuse a shape with Deep Clone — continued

Check after the operation: The new name and both group part numbers match the intended new value.

Figure E02-03: Source screen—Set the new name and group part numbers.
Step 04 | Read the cloning notice

Read the Deep Clone from Asset notice, then select OK to return to editing the cloned asset. The preview and project file still require the first save.

Check after the operation: The cloned asset is open for editing; this does not yet mean it has been saved.

Figure E02-04: Source screen—Read the cloning notice.
Step 05 | Add the AMBU Component property

Right-click the cloned asset's root node and select Add AssetValue under AMBU Component。

Check after the operation: AMBU Component can be selected under the root node.

Figure E02-05: Source screen—Add the AMBU Component property.
Step 06 | Check component name and part number

select AMBU Component and on the right set Component name and Part Number to 495-2473-4。

5.2 Reuse a shape with Deep Clone — continued

Check after the operation: Both fields match the new part number.

Figure E02-06: Source screen—Check component name and part number.
Step 07 | Save the cloned asset

select Save to Library and check Name, save location, and group part numbers. In Preview, select Capture from 3D view , confirm that the cloned capacitor shape is shown, then select OK。

Check after the operation: The preview matches the new asset and the save has been submitted.

Figure E02-07: Source screen—Save the cloned asset.
Step 08 | Return to Product to find the component

Switch to Product and add a Board. Select BOM, select + ADD , then use the new item's Part No. link to open Component Library Search. In UIBU, find 495-2473-4。

Check after the operation: The list shows the new part number and corresponding capacitor shape.

Figure E02-08: Source screen—Return to Product to find the component.

Completion checks

Limitations and notes

The example dimensions show 0.00, accepted as an exception for this training revision. This does not mean the physical dimensions are zero or all properties were inherited. The evidence does not include a reopen check; the Deep Clone notice does not establish unconditional success for every cloned item.

5.3 Create a component with templates and geometry

Version difference: the new basic-operation recording has an empty Template list, while the older example below shows template selection. Follow each source's conditions; the older example does not establish that all installations contain the same templates.

Open the component creation dialog.

Select New Component to open Create Electric Component. This segment identifies the entry point and dialog; it does not complete component creation.

Open the component creation dialog.

Component template entry.

Use the dropdown beside New Component to open Select Component Template. The Component Templates list shows No Item!; this is not evidence of successful creation from a template.

Component template entry.

Create a component and select a Template in the older example

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

For engineers and operators maintaining component libraries, this procedure opens the component-creation dialog in Electronic Component, selects the example Template and checks Preview. It does not cover subsequent field setup, component creation or other creation branches.

Assumptions and items requiring confirmation

Open Electronic Component

  1. Select Electronic Component in the menu bar and confirm that Electric Component Tree and New Component are displayed.

The Electronic Component module is open.

The Electronic Component module is open.

Open the component creation dialog

  1. Click the main New Component button to enter component creation. Do not choose a different branch from its dropdown.
5.3 Create a component with templates and geometry — continued

The Create Electric Component dialog is open.

The Create Electric Component dialog is open.

Select Template and check Preview

  1. In Component Type in Create Electric Component, select Electrolytic Cap. Check that Display Name becomes Electrolytic Capacitor, Shape Type is Radial Component, and Preview shows a cylindrical electrolytic capacitor.

Electrolytic Cap is selected, and the preview is updated.

Electrolytic Cap is selected, and the preview is updated.

Requires confirmation: this is the visible ending state of the segment. The Electric Component Tree and editing environment must be checked separately after CREATE.

Component geometry and library metadata

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

This procedure sets the component name, reviews geometry parameters, enters library metadata and creates the component in Create Electric Component, within the recorded evidence.

Items requiring confirmation

Display Name

  1. Enter Electrolytic Capacitor_DMP in Display Name. The completed value is visible at 00:01:27.250.

Display Name is set to Electrolytic Capacitor_DMP.

Display Name is set to Electrolytic Capacitor_DMP.

Pending confirmation: the subtitle and screen values differ. This guide follows the screen.

Advanced geometry

  1. On Advanced geometry, review Shape Type, Body Diameter (D), Body Height (H), Lead Spacing (P) and Lead Diameter (d). The example shows Radial Component, 8.0 mm, 11.5 mm, 3.5 mm and 0.60 mm, respectively.
5.3 Create a component with templates and geometry — continued

Review the dimensions in Advanced geometry.

Review the dimensions in Advanced geometry.

Pending confirmation: the recording does not show the dimensions being changed. These are the values visible in this example.

  1. Left-click in the central preview to inspect the geometry corresponding to the dimensions. The red expanding ring at 00:02:09.133 indicates the left click.

Inspect the component geometry in the preview area.

Inspect the component geometry in the preview area.

Library & metadata

  1. Left-click Library & metadata (optional). At 00:02:28.533, the tab shows a red click ring and the Package Name, Manufacturer, MPN, Component Library and Part Number fields appear.

Open Library & metadata (optional).

Open Library & metadata (optional).
  1. Enter a test manufacturer in Manufacturer. The completed example value is TEST_Manufacture, visible at 00:03:00.000.
5.3 Create a component with templates and geometry — continued

Manufacturer is set to TEST_Manufacture.

Manufacturer is set to TEST_Manufacture.

Pending confirmation: the narration only specifies entering test. The full TEST_Manufacture value comes from the screen.

  1. Enter TEST_CAN in MPN. The value is visible at 00:03:07.500.

MPN is set to TEST_CAN.

MPN is set to TEST_CAN.

Pending confirmation: the subtitle does not clearly identify the field or value. MPN and TEST_CAN follow the screen.

  1. Open the Component Library list and left-click UIBU. The red click ring is visible on UIBU at 00:03:16.800.

Select UIBU from Component Library.

Select UIBU from Component Library.
  1. In Part Number, enter the identifier to display in the component library. This example uses TEST_CAN_UIBU. Entry starts around 00:03:22.500 and the completed value is visible at 00:03:28.500.
5.3 Create a component with templates and geometry — continued

Part Number is set to TEST_CAN_UIBU.

Part Number is set to TEST_CAN_UIBU.

Pending confirmation: the narration describes the library display value without clearly naming the field or full value. Both follow the screen.

Create and check the result

  1. After checking the fields, left-click CREATE. A red expanding ring appears on the button.

Click CREATE.

Click CREATE.

Pending confirmation: the recording and session specification support this action, but there is no matching subtitle instruction. Confirm this step before formal release.

After creation, check that Electrolytic Capacitor_DMP appears in the component tree. Verify Name = Electrolytic Capacitor_DMP, Library = UIBU and Member ID = TEST_CAN_UIBU in the properties.

Verify that Library is set to UIBU and Member ID is set to TEST_CAN_UIBU after creation.

Pending confirmation: this screen supports the metadata and Library/Member results. The component body is not clearly visible and no Apply action is shown. Full 3D/Property agreement and Apply completion are not established.

Connector orientation and pick point

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

In DIATwin Machine Pilot v1.6.0-beta, select DataNode Connector, obtain a position from the 3D model, adjust its orientation and apply the Part Pick Point with USE POSE.

Items requiring confirmation

Before you start: focus on the electronic component

  1. In the Electric Component Tree, right-click Component Asset Electrolytic Capacitor_DMP.
5.3 Create a component with templates and geometry — continued

Open the context menu on the Component Asset node.

Open the context menu on the Component Asset node.
  1. Select Zoom to from the context menu to focus the 3D view on the current electronic component.

Zoom to focuses the 3D view on the electronic component.

Zoom to focuses the 3D view on the electronic component.

UOP-EC-001: select the Connector and open Pick pose

  1. Select DataNode Connector in the Electric Component Tree. Check that the right panel changes to Connector Property.

Select DataNode Connector to display Connector Property on the right.

Select DataNode Connector to display Connector Property on the right.
  1. Click PICK THE CONNECTOR'S POSE IN THE 3D WORLD at the lower right to open Pick pose.
5.3 Create a component with templates and geometry — continued

Click the blue Pick button to open Pick pose.

Click the blue Pick button to open Pick pose.

UOP-EC-002: select a position, set the orientation and apply

  1. Adjust the orientation to suit the model axes. This example uses FLIP Z. The same dialog also offers Z=NORMAL, ALIGN WORLD and ROTATE 90°.

In Pick pose, use Z=NORMAL or FLIP Z as required by the model.

In Pick pose, use Z=NORMAL or FLIP Z as required by the model.
  1. Select the circular upper edge of the component in the 3D view. Check that Edge(Circle) appears in Picks and that Position contains the selected coordinates.

Select Edge Circle in the 3D view to obtain the Connector position.

Select Edge Circle in the 3D view to obtain the Connector position.
  1. In Pick pose, verify or enter Position: X=0, Y=0, Z=13; Orientation: Rx=0, Ry=-90, Rz=0.
  2. Pending confirmation: the Orientation values are unclear in the subtitles. This step uses the legible screen values.
5.3 Create a component with templates and geometry — continued

Set Position to X=0, Y=0, Z=13 and Orientation to Rx=0, Ry=-90, Rz=0.

Set Position to X=0, Y=0, Z=13 and Orientation to Rx=0, Ry=-90, Rz=0.
  1. Click USE POSE to apply Pick pose to the Connector.

Connector Property is updated after USE POSE.

Connector Property is updated after USE POSE.

Completion checks

  1. Visually check that Connector Property and the 3D axes show the applied Part Pick Point. Following the correction in the narration, the X axis points upward and the Z axis follows the direction of the two leads.

Connector Property and the 3D axes show the applied pose.

Connector Property and the 3D axes show the applied pose.

5.4 Manufacturing properties, bounding geometry and Link/Joint

Manufacturing data and Bounding Box

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

This procedure uses the recording and timed subtitles to check existing component data, add AMBU Component and create a Bounding Box for LinkBase from a reference plane. It also supplies the UOP-EC-003 procedure required by the session specification.

Confirmation and alignment notes

Check existing nodes and basic data

  1. Check the basic Link LinkBase and Connector data.
  2. Confirm that Link LinkBase exists in the Electric Component Tree. The Connector panel shows Shape Type, Body Diameter (D), Body Height (H), Lead Spacing (P) and Lead Diameter (d).

Figure 1: Link LinkBase exists and Connector shows the basic dimensions.

Figure 1: Link LinkBase exists and Connector shows the basic dimensions.

Pending confirmation: the recording starts in this state and does not show Link LinkBase being selected again.

  1. Check the Electric Component identification and geometry properties.
  2. Select Electric Component and check Display name, MPN, Manufacturer, Package and Geometry dimensions under ParametricBasicElectricComponentShape.

Figure 2: Electric Component identification, package and Geometry fields.

Figure 2: Electric Component identification, package and Geometry fields.

Pending confirmation: only the resulting selected state is visible; there is no identifiable click ring.

Add an AMBU manufacturing data node

  1. Open the context menu on the component root node.
  2. Right-click Component Asset Electrolytic Capacitor_DMP. The blue expanding ring indicates a right click.

Figure 3: the component root context menu includes Add AssetValue.

Figure 3: the component root context menu includes Add AssetValue.
  1. Select Add AssetValue > AMBU Component.
  2. Point to Add AssetValue, then click AMBU Component in the submenu.
5.4 Manufacturing properties, bounding geometry and Link/Joint — continued

Figure 4: select AMBU Component in the Add AssetValue submenu.

Figure 4: select AMBU Component in the Add AssetValue submenu.
  1. Check the new node and populated manufacturing data.
  2. Select the new AMBU Component. Verify Component name, Part Number, Shape, Height, Length, Width, Pin Diameter, Pin Interval Distance, Tolerance, Pin Row Count and Pin Total Count in the right panel.

Figure 5: AMBU Component exists and its manufacturing fields are populated from the existing component data.

Figure 5: AMBU Component exists and its manufacturing fields are populated from the existing component data.

Create a Bounding Box

  1. Open Bounding Box... from Link LinkBase.
  2. Right-click Link LinkBase and select Bounding Box... at the bottom of the menu.

Figure 6: Bounding Box... in the Link LinkBase context menu.

Figure 6: Bounding Box... in the Link LinkBase context menu.
  1. Review the two Bounding Box creation methods.
  2. The panel offers Add box from a plane... and Fit one box to the whole link. This procedure uses Add box from a plane....
5.4 Manufacturing properties, bounding geometry and Link/Joint — continued

Figure 7: the two Bounding Box creation methods.

Figure 7: the two Bounding Box creation methods.
  1. Start Add box from a plane....
  2. Click Add box from a plane... to define a reference plane and height.

Figure 8: Add box from a plane... starts the reference-plane workflow.

Figure 8: Add box from a plane... starts the reference-plane workflow.
  1. Select the reference plane in Step 1.
  2. In Step 1 : Select the Reference Plane, click SELECT, then select the upper planar face in the 3D view. The selected face appears green.

Figure 9: the upper face is selected as the reference plane and highlighted green.

Figure 9: the upper face is selected as the reference plane and highlighted green.
5.4 Manufacturing properties, bounding geometry and Link/Joint — continued

Set the reference-plane method to Feature-Aligned.

  • Select Feature-Aligned to align the box with the selected face features. If changing the method displays No Selection., click SELECT again and reselect the reference plane.

Figure 10: Feature-Aligned is selected; the changed method displays No Selection..

Figure 10: Feature-Aligned is selected; the changed method displays No Selection..

Set the Bounding Box height in Step 2.

  • Following the prompt, select another face or depth point in the 3D view to complete Step 2 : Set Height. This example shows Height 11.500 mm, with the purple preview covering the component height.

Figure 11: the Feature-Aligned plane is defined; Height is 11.500 mm and the purple box shows the preview.

Figure 11: the Feature-Aligned plane is defined; Height is 11.500 mm and the purple box shows the preview.

Create Apply and Bounding Box.

  • Check the name LinkBase_BoundingBox_1, then click Apply. The red expanding ring indicates the left click.

Figure 12: click Apply after defining LinkBase_BoundingBox_1.

Figure 12: click Apply after defining LinkBase_BoundingBox_1.

Verify the geometry coverage and LinkBase settings

5.4 Manufacturing properties, bounding geometry and Link/Joint — continued

Check that the Bounding Box encloses the component.

  • Select Bounding Box 1 box and inspect the orange outline from several angles. It should enclose the component. The panel should list LinkBase_BoundingBox_1, dimensions 8.00 × 8.00 × 11.50 mm and Built from a plane, Feature-Aligned.

Figure 13: the orange box encloses the component; the panel lists its name, dimensions and Feature-Aligned method.

Figure 13: the orange box encloses the component; the panel lists its name, dimensions and Feature-Aligned method.

Pending confirmation: another control name is unclear in the subtitles and cannot be established from the screen. No additional button action is specified.

In Modeling, check the LinkBase physics, Joint and Bounding Object settings.

  • Switch to Modeling and select LinkBase in Component Tree. Verify Physics Enabled = True, Joint Type = Fixed and LinkBase_BoundingBox_1 in Bounding Object Settings.

Figure 14: Physics Enabled: True, Joint Type: Fixed and LinkBase_BoundingBox_1 are visible.

Figure 14: Physics Enabled: True, Joint Type: Fixed and LinkBase_BoundingBox_1 are visible.

Pending confirmation: the narration about changing Fixed to true does not identify a single screen field. The screen shows Physics Enabled: True and Joint Type: Fixed separately.

Completion: AMBU Component exists, LinkBase_BoundingBox_1 is created with visible dimensions and the Feature-Aligned method, and the box visibly encloses the component.

5.5 Gripper, feeder and pose relationships

Pending details: single Tool/Feeder relationships are documented. Rules for multiple Pick Poses, the exact Tool frame/TCP definitions and their effects still need clarification.

Select a component before opening relations.

Selecting Component Relations with no component selected displays Select an electric component first. Prepare and select a component before configuring relations. Tool and feeder relationships are described but not configured here.

Select a component before opening relations.

Scene Roles entry.

Scene Roles is to the right of Component Relations. The narration associates it with the role of a component and explicitly defers the details. No role configuration procedure is demonstrated.

Scene Roles entry.

Tool Relationship and Pick Pose

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Purpose

Select a compatible tool for an electronic component in DIATwin Machine Pilot, create a Tool Relationship and define and save a Pick Pose using the 3D model.

Items requiring confirmation

Part 1: create a Tool Relationship

1. Open Component Relations

In the component editor, click Component Relations on the left. The relationship editor opens on the Tool tab.

Open Component Relations and Tool.
2. Add a tool relationship
5.5 Gripper, feeder and pose relationships — continued

On the Tool tab, click ADD at the upper right.

Add Tool and ADD.
3. Select a Tool Catalog group

In the tool-selection dialog, select D30ToolCatalog from Group.

Select Group and D30ToolCatalog.
4. Select VC0101

Select VC0101 in the tool list. The preview shows its 3D model and information.

Select VC0101.
5. Confirm the tool
5.5 Gripper, feeder and pose relationships — continued

Confirm that VC0101 is selected and click OK to add it to Tool Relationship.

Select VC0101 and OK; verify the resulting state.

Part 2: configure Pick Pose

6. Start 3D picking

In Relative pose, click CHOOSE FROM 3D to enter the Pick pose selection mode.

Select Relative pose and CHOOSE FROM 3D.
7. Select the Pick pose position on the model

Select the gripping position on the component in the 3D view. The Pick pose axes appear and the panel displays the pose values.

Select Pick pose.
8. Adjust Pick pose orientation
5.5 Gripper, feeder and pose relationships — continued

For this example, set the Pick pose rotation to Rx = -90°, Ry = -90° and Rz = 0°. Check the 3D axes to verify the tool orientation. Other models may require different gripping poses; adjust the values to the actual model.

Set Pick pose to Rx=-90°, Ry=-90° and Rz=0° in this example.
9. Apply Pick pose

Check the orientation, then click USE POSE to apply Pick pose to Relative pose in Tool Relationship.

Select USE POSE, Pick pose, and Relative pose.

Part 3: save the relationship

10. Save and check the status

Click SAVE TARGET. Check that VC0101 shows the green Edited status and the bottom of the screen reports 0 unsaved edit(s). No visible edits remain unsaved in this example.

After SAVE TARGET, verify that VC0101 shows Edited and 0 unsaved edit(s).

Completion checks

Feeder Relationship and Feed Pose

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Use this recorded example to select a Feeder, define its feed pose from 3D and save the Feeder Relationship.

Items requiring confirmation

Select a Feeder

  1. 00:16:22.806–00:16:36.316
5.5 Gripper, feeder and pose relationships — continued

In Select Feeder asset, select Tape_3_Radial from D30FeederCatalog. Check the preview, then click OK.

Select Tape_3_Radial in Select Feeder asset.

Pending confirmation: this step establishes Feeder selection and confirmation. The preceding Add Feeder action is outside the recorded segment.

Define Feed Pose from 3D

  1. 00:16:43.356–00:16:50.516

In Relative pose under Feeder Relationship, click CHOOSE FROM 3D to enter Pick pose.

Click CHOOSE FROM 3D and define the feed pose in Pick pose.
  1. 00:16:53.316–00:17:07.706

Rotate the 3D view to match the component feed direction and clearly expose the leads and underside. Select the bottom face as the pose reference.

Select the bottom face of the component as the pose reference.

Pending confirmation: the selected item is labeled Face. The source does not establish whether this is the specified Part Seating Point.

  1. 00:17:12.396–00:17:18.436
5.5 Gripper, feeder and pose relationships — continued

Check the axes and orientation in Pick pose. They should match the component arrangement and seating in the Feeder.

Check that Pick pose shows the required feed orientation.
  1. 00:17:19.736–00:17:28.596

Set Z to 1.500 mm in Pick pose. The same frame also shows X = 0.000, Y = 0.000, RX = 0.000, RY = 0.000 and RZ = 0.000, but the subtitles do not establish instructions to set those fields.

Set Z to 1.500 mm in Pick pose.

Pending confirmation: values other than 1.5 cannot be reliably recovered from the subtitles. Product specifications must establish whether the other axis values are standard parameters.

  1. 00:17:36.286–00:17:45.516

Use ROTATE 90° so that X points right and Y points forward. Check the orientation and apply USE POSE. Back in Relationship, Relative pose shows Z = 1.500 mm and RZ = 90.000°.

Adjust the direction with ROTATE 90°. After application, RZ shows 90.000°.

Save Feeder Relationship

  1. 00:17:50.936–00:17:57.056
5.5 Gripper, feeder and pose relationships — continued

Click SAVE TARGET. Check the green Edited status above Relationship and 0 unsaved edit(s) at the lower left to verify the visible saved state.

After SAVE TARGET, the screen shows Edited and no unsaved changes.

5.6 Saving, preview and downstream checks

Read these save and lookup procedures together with the downstream lookup in Deep Clone. [1]

Pending result: persistence after saving and reopening has not been verified for every field. This does not invalidate the completion checks established for individual examples.

Prerequisite for Save to Library.

Save to Library is the entry for storing the current component in the asset library. No component is selected: the dialog shows No electric component is currently selected., and the Console also reports mCurrentComponentRoot is null; aborting. This is not a successful save.

Prerequisite for Save to Library.

Classify and save to the asset library

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Assign the (pr)-component role, set the component-library classification and 3D preview, and safely update the same asset when its name already exists. Red expanding rings indicate left clicks; solid yellow circles indicate cursor position only.

Items requiring confirmation

Assign the (pr)-component role

  1. Select (pr)-component on the (PR) tab.
  2. With Electrolytic Capacitor_DMP selected in SCENE NODES, left-click (pr)-component on the (PR) tab in ROLE PICKER.

Left-click (pr)-component on the (PR) tab.

Left-click (pr)-component on the (PR) tab.
  1. Add the role.
  2. Left-click + ADD ROLE. Check that (pr)-component appears in the selected-role area below.

Click + ADD ROLE to assign (pr)-component to the selected node.

Click + ADD ROLE to assign (pr)-component to the selected node.
  1. Apply the role settings.
  2. Confirm that (pr)-component appears below, then left-click APPLY at the upper right.
5.6 Saving, preview and downstream checks — continued

Click APPLY to apply the role settings.

Click APPLY to apply the role settings.
  1. Refresh the role list.
  2. Left-click REFRESH.

Click REFRESH to refresh the role list.

Click REFRESH to refresh the role list.
  1. Close the role assignment window.
  2. Left-click X at the upper right of Scene Role Assignment.

Click the upper-right X to close Scene Role Assignment.

Click the upper-right X to close Scene Role Assignment.

Save or update in the component library

  1. Open the library save dialog.
  2. In the Electronic Component ribbon, left-click Save to Library.
5.6 Saving, preview and downstream checks — continued

Click Save to Library on the ribbon.

Click Save to Library on the ribbon.
  1. Select the new-asset save mode.
  2. In Save to Asset Library, select Save as new asset under Save mode. Update existing asset is also available.

Select Save as new asset in Save to Asset Library.

Select Save as new asset in Save to Asset Library.
  1. Check the classification and identifier.
  2. Under Group membership, verify Group = UIBU and Member ID = TEST_CAN_UIBU. Also check Name, Description and Asset version. The full save path is hidden in the screenshot.

Verify Group = UIBU and Member ID = TEST_CAN_UIBU.

Verify Group = UIBU and Member ID = TEST_CAN_UIBU.
  1. Create a preview from the 3D view.
  2. Left-click Capture from 3D view. Preview should change from No preview to Source: Captured (3D) and display a model thumbnail.
5.6 Saving, preview and downstream checks — continued

Click Capture from 3D view to create a preview.

Click Capture from 3D view to create a preview.
  1. Attempt to save a new asset.
  2. Left-click OK at the bottom of the dialog. In this recording, Name already exists appears in red beneath Name.
  3. Pending confirmation: the narration calls this Save, but the screen reads OK. The actual click precedes the aligned time by 2.167 seconds.

Click OK to attempt the save. The screen reports Name already exists.

Click OK to attempt the save. The screen reports Name already exists.
  1. For a duplicate name, switch to updating the same asset.
  2. First verify that the duplicate name refers to the same asset and that you have update permission. Then select Update existing asset. If it is a different asset, stop and do not overwrite it.

After verifying that it is the same asset, select Update existing asset.

After verifying that it is the same asset, select Update existing asset.
  1. Perform the update.
  2. Left-click OK at the bottom to update the existing asset.
5.6 Saving, preview and downstream checks — continued

Click OK to update the existing asset.

Click OK to update the existing asset.
  1. Check the save result and dismiss the message.
  2. Verify that the Save to Asset Library message reads saved, then left-click OK.

Confirm the saved message, then click OK.

Confirm the saved message, then click OK.

Verify the electronic component and accessory relationship from Product

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Verify that the new electronic component can be selected in the Product BOM. Then inspect its accessory relationship in MfgSettings > Relations, adjust the 3D pose and perform the save action.

Assumptions and items requiring confirmation

Create a new Product Board

Click File at the upper left to open the file menu.

Click File to open the menu.
5.6 Saving, preview and downstream checks — continued

Select New File from File.

Select New File in the File menu.

In the New File dialog, click DON'T SAVE to continue without saving the current file.

Discard the current changes in the New File dialog.

Open the Product ribbon tab.

Open Product.
5.6 Saving, preview and downstream checks — continued

Click New Board to create a board.

Click New Board to create a board.

In Create..., enter Board as the root-node name and click OK.

Enter Board and click OK.

Expand Board in Annotation Tree and select BOM.

Select BOM in Annotation Tree.

Select the new component in BOM

5.6 Saving, preview and downstream checks — continued

In Electronic Component List, click ADD to open Component Library Search.

Click ADD to open Component Library Search.

In the UIBU list, select the new TEST_CAN_UIBU component. Verify the blue selection border and check mark.

Select TEST_CAN_UIBU in UIBU.

Pending confirmation: TEST_CAN_UIBU is visibly selectable. The dialog is then closed using the upper-right control; no reliable LINK click is visible. Completed BOM linking is not established.

Verify Relations in MfgSettings

Open the MfgSettings ribbon tab.

Open MfgSettings.
5.6 Saving, preview and downstream checks — continued

Click the first Relations button on the toolbar to open Asset Relation Editor.

Click Relations to open Asset Relation Editor.

In Scene Relations, find the row with Asset 1 = VC0101 and Asset 2 = Electrolytic Capacitor_DMP. Select its checkbox.

Select the VC0101/Electrolytic Capacitor_DMP relationship.

Click Manipulate 3D to adjust the relationship pose.

Click Manipulate 3D.
5.6 Saving, preview and downstream checks — continued

Wait for the 3D view to load. Verify that both the reference accessory and moving electronic component appear, labeled Asset1(Ref) and Asset2(Move).

Check that the accessory and electronic component have loaded in 3D.

Adjust the 3D pose and save

Select Z at the bottom and use its up/down controls to adjust component height. Inspect the relative pose of the accessory and component as needed.

Adjust the position using the Z up/down controls.

Set the final Z value to -0.0620 m and check that the component pose is as intended.

Set Z to -0.0620 m and check the pose.
5.6 Saving, preview and downstream checks — continued

Click Accept to apply the 3D pose and return to the relationship editor.

Click Accept to apply the 3D pose.

Back in Asset Relation Editor, click Save to save the relationship and pose settings.

Return to Asset Relation Editor and click Save.

Pending confirmation: no separate save-success message is shown. The screen only establishes that Save was clicked.

6. Single-board products and annotations

This chapter provides a complete single-board example, followed by Gerber, BOM, Footprint, Fiducial and product-saving procedures.

6.1 New Board, Link and model import

Product creation entries.

Select Product to locate New Board, New Panel, and New Carrier. The narration introduces single-board, panel, and multiple-board contexts; no product is created here.

Product creation entries.

New Board dropdown.

Expand the dropdown beside New Board to identify standard creation and template-based creation entries. The menu does not establish template availability or a completed board.

New Board dropdown.

Create Link: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Gerber Links and physical geometry layers in a product.

Procedure

Use Create Link to create different mask layers, typically for top-side and bottom-side insertion. A physical geometry layer can describe the board size and thickness.

Limitations and pending information

The source typo has been corrected to bottom side. FOP-002 includes Top Layer (Gerber) and 3D Shape branches; the bottom-side option name still needs screen confirmation. Link creation and artwork import are described separately.

Import Gerber Shape: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

A mask layer on a selected node.

Procedure

Use Import Gerber Shape to add a mask layer to the selected node.

Limitations and pending information

FOP-003 shows the Link_GerberTop context-menu entry, file selection and loaded result. This example does not establish support for every node or file format.

P01 | Create, Annotate, and Save a Single Board

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Practice creating a single board, importing Gerber, linking the BOM, annotating insertion positions and two fiducials, setting shape, dimensions, and the default locating point, and saving. Use the confirmed Demo_Single_Board as the completed reference. Finish when your product can be found in Recipe.

6.1 New Board, Link and model import — continued

Before you start

Prepare the standard training Gerber and corresponding component library, and ensure Demo_Single_Board is available in ProductCatalog as a reference. New Single Boards include the UIBU library category by default. Official Gerber data location: C:\Users\Public\DeltaDelectronics\DIATwin\My Model\MachinePilot\gerber\APEX . Follow the specified annotations; recreating the entire reference-board BOM is not required. The evidenced TestBoard/C52 procedure is retained as a method example, not a complete record of building Demo_Single_Board.

Example values and adjustable items

ItemExisting method exampleTreatment in the final content
Completed referenceDemo_Single_BoardConfirmed; no repeat confirmation needed
Custom nameTestBoardMay be customized
GerberAPEX2024 Layer 1 stencil_2mil.gbr、APEX2024 Layer 1.gbr、APEX2024 Layer1 mask.gbr、APEX2024 Layer1 silk.gbrSelect the specified files from the official APEX folder.
Example BOMC52/495-2473-3-NDNot presented as the complete reference-board BOM
Shape Length / Width / Height304.8/165/3mmSet according to the instructions
FiducialsFID1、FID02Names may be customized; two points in total

Procedure

Step 01 | Create a Board

In Product, select New Board. Enter a custom name in Create Root (TestBoard in the method example), then select OK.

Check after the operation: The tree contains Board, Workpart, BOM, and Mountpoint.

Figure P01-01: Source screen—Create a Board.
Step 02 | Create Gerber and 3D Links

Right-click the Board root → Create Link..., select Top Layer (Gerber), and select OK. Run Create Link... again, select 3D Shape, and select OK.

Check after the operation: Both Link_GerberTop and Link_Shape appear in the tree.

Figure P01-02: Source screen—Create Gerber and 3D Links.
Step 03 | Import Gerber

Right-click Link_GerberTop → Import Gerber Shape.... Hold Ctrl to select the required Gerber files, then select Open. The method example uses the four files listed above.

Check after the operation: Link Feature Data shows the layer names, and Gerber geometry is visible in the 3D viewport.

Figure P01-03: Source screen—Import Gerber.
Step 04 | Focus on the board

Right-click the Board root node → Focus Viewport, then adjust zoom with the mouse wheel.

6.1 New Board, Link and model import — continued

Check after the operation: The board outline and target features can be identified.

Figure P01-04: Source screen—Focus on the board.
Step 05 | Add a BOM item

Select BOM, then ADD in the right-hand list. Select Part No. in the NEW row to choose a link.

Check after the operation: Component Library Search opens.

Figure P01-05: Source screen—Add a BOM item.
Step 06 | Link a part number

Select the required part number in UIBU; the example is 495-2473-3-ND. Select LINK, then verify the Part No. link in the BOM.

Check after the operation: The BOM row displays the selected part number.

Figure P01-06: Source screen—Link a part number.
Step 07 | Set the Designator

Double-click NEW in Designator, enter the position name (C52 in the example), and press Enter. Annotate the items specified in this task; additional components can be created in further practice using the same method.

6.1 New Board, Link and model import — continued

Check after the operation: The BOM part number and Designator correspond correctly.

Figure P01-07: Source screen—Set the Designator.
Step 08 | Create an Insertion Annotation

Select Annotation Context. Choose Insertion Annotation on the right and select ADD. Right-click the new item and choose Continuous Edition.

Check after the operation: The insertion annotation editor opens.

Figure P01-08: Source screen—Create an Insertion Annotation.
Step 09 | Box-select the Footprint

In Continuous Edition, select Footprint. In the 2D view, hold the left mouse button and drag a box around the target features, then release. Check the blue selection outline.

Check after the operation: The selection covers the target component's Footprint.

Figure P01-09: Source screen—Box-select the Footprint.
Step 10 | Set the annotation name

Enter the Designator matching the BOM, select EDIT, and verify the name in annotation properties. The final example name is C52; there is no need to deliberately enter C73 first.

6.1 New Board, Link and model import — continued

Check after the operation: The annotation name matches the BOM.

Figure P01-10: Source screen—Set the annotation name.
Step 11 | Run Payload Preview

Select Payload Preview on the toolbar, wait for the model to load, and check component positions against their annotations.

Check after the operation: The 3D component appears at its annotation position.

Figure P01-11: Source screen—Run Payload Preview.
Step 12 | Add a fiducial item

Return to Annotation Context. Choose Fiducial Annotation on the right and select ADD. Right-click the new Fiducial item → Continuous Create.

Check after the operation: The fiducial creation window appears.

Figure P01-12: Source screen—Add a fiducial item.
Step 13 | Create two fiducials

Enter FID1 in Designator, left-click the first Gerber locating feature, and select CREATE. Enter FID02 for the next item, choose another locating feature, and select CREATE. Select CANCEL to finish.

6.1 New Board, Link and model import — continued

Check after the operation: The list contains two named Fiducials.

Figure P01-13: Source screen—Create two fiducials.
Step 14 | Set the board shape

Select ParametricShape under Link_Shape and choose the board color. Use Measure on the toolbar to measure two opposite corners of the outline. Enter Length, Width, and Height, then select GENERATE. The example uses 304.8 / 165 / 3 mm.

Check after the operation: The board shape is generated.

Figure P01-14: Source screen—Set the board shape.
Step 15 | Adjust Gerber height

Exit Measure (if necessary, click once, then press Esc). Right-click GerberTop and choose Move. Enter Z=3.001 and select OK; this corresponds to the example's 3 mm board thickness.

Check after the operation: Gerber appears just above the board surface.

Figure P01-15: Source screen—Adjust Gerber height.
Step 16 | Set Workpart dimensions

Select the Board's Workpart and measure opposite corners to check the overall Width, Length, and Thickness. Final example values are 165 / 304.8 / 3.001 mm; do not treat other initial From Shape readings as final values.

6.1 New Board, Link and model import — continued

Check after the operation: The dimensions match your board.

Figure P01-16: Source screen—Set Workpart dimensions.
Step 17 | Create the default Mount Point

Right-click Mountpoint → Create Mount Point, then select Corner Mount Point to inspect the default locating point.

Check after the operation: Corner Mount Point appears in the tree. Advanced Pick / Move / Seat operations are outside this task.

Figure P01-17: Source screen—Create the default Mount Point.
Step 18 | Save your product

Select Save to Library and check Name, Asset version, and Save folder. Choose ProductCatalog under Group membership, select + Add, and confirm it appears in the table. Select Capture from 3D view, check Preview, then select OK.

Check after the operation: A save-success message appears. Check the asset name, then close it.

Figure P01-18: Source screen—Save your product.
Step 19 | Find the product in Recipe

Select Recipe, open Create Project in Project Creation, and look for your saved name in the Product list. Use Demo_Single_Board separately as the completed reference.

Check after the operation: Your product can be found and selected in Recipe.

Completion checks

Limitations and notes

Use of Demo_Single_Board as the completed reference is confirmed. This does not reopen the accepted historical TestBoard Error or version differences. Old images demonstrate the method, not every part of the reference board. Advanced Hole, Reload Product, and Mount Point topics are separate.

6.2 Layer management and Gerber cleanup

Pending result: the targets of Delete and Remove are described. Undo/recovery guarantees and the complete reconstruction procedure after deletion remain unconfirmed.

Link Feature Data and layers.

Link Feature Data at the lower left manages feature data layers. The narration mentions 2D Gerber and 3D STEP data and describes color, lock, hide, and delete operations. The list is empty; no import or layer operation is demonstrated.

Link Feature Data and layers.

Remove Imported feature: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

A single imported mask-feature layer.

Procedure

Use Remove Imported feature to remove one imported mask-feature layer.

Limitations and pending information

FOP-007 also documents deleting an entire layer using the Link Feature Data trash icon. The two entry points are not proven equivalent. Do not assume that this command preserves child data.

Gerber Line Edit Mode: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Selected lines within a layer.

Procedure

In Gerber Line Edit Mode, drag a selection box around the lines to remove. Click the Delete button to delete the selected lines, then click Close.

Limitations and pending information

Delete is the button specified by the user, not the keyboard key. The complete entry path and recovery method are not provided. The selection, deletion and exit sequence is confirmed in writing, without new operation images.

Gerber layer and feature operations

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Load and focus Gerber layers, control highlighting and visibility, restrict box selection with Lock, delete a layer and locate annotations with Focus on select.

Load layer data and focus the view

  1. Left-click Link_GerberTop in Annotation Tree to load Link Feature Data at the lower left.

Select Link_GerberTop in Annotation Tree to load Link Feature Data.

Select Link_GerberTop in Annotation Tree to load Link Feature Data.
  1. Right-click Link_GerberTop in Annotation Tree to open its context menu.

Right-click Link_GerberTop in Annotation Tree to open the context menu.

Right-click Link_GerberTop in Annotation Tree to open the context menu.
  1. Click Focus Viewport in the context menu to center and enlarge the Gerber drawing in the viewport.
6.2 Layer management and Gerber cleanup — continued

Click Focus Viewport in the context menu.

Click Focus Viewport in the context menu.

Inspect layer contents

  1. Click different Layer Name entries in Link Feature Data. The selected layer remains bright while the other layers fade, making their contents easier to compare.

Select a layer name in Link Feature Data; it stays bright while other layers fade.

Select a layer name in Link Feature Data; it stays bright while other layers fade.
  1. In Link Feature Data, click the eye icon on each row to hide its layer.

Click the eye icons in Link Feature Data to hide the layers.

Click the eye icons in Link Feature Data to hide the layers.
  1. Click the eye icon again for the layer to inspect. With only that layer visible, check its contents.
6.2 Layer management and Gerber cleanup — continued

Click the target eye icon again to show only that layer.

Click the target eye icon again to show only that layer.

Restrict selection with Lock

  1. To select only circles in the yellow layer, leave that layer unlocked and click Lock for the other layers. All layers may remain visible.

Leave the yellow layer unlocked and lock the other layers.

Leave the yellow layer unlocked and lock the other layers.
  1. Select Annotation Context in Annotation Tree to display the available annotations.

Select Annotation Context in Annotation Tree.

Select Annotation Context in Annotation Tree.
  1. Right-click an item in the Annotations list to open its context menu.
6.2 Layer management and Gerber cleanup — continued

Right-click an annotation in Annotations to open its context menu.

Right-click an annotation in Annotations to open its context menu.

Select Continuous Create from the context menu to open the annotation creation tool.

Select Continuous Create to open its tool panel.

In Continuous Create, drag a selection box. Only objects in the unlocked yellow layer turn blue to indicate selection; locked-layer objects remain unselected.

Drag a selection box in Continuous Create. Only objects in unlocked layers turn blue.

Delete a layer and use Focus on select

6.2 Layer management and Gerber cleanup — continued

In Link Feature Data, click the trash icon on the target row to delete that imported layer. In the recording, the red layer row disappears.

After clicking the trash icon, the target row disappears from Link Feature Data.

Select Focus on select in Annotation properties.

Enable Focus on select in Annotation properties.

Select an item in Annotations. The viewport automatically focuses on its position to help locate the component.

Select an annotation; the viewport automatically focuses on it.

6.3 BOM, part numbers and Designator

Pending formats: manual BOM creation and component selection are covered. BOM/PNP import templates, field rules and error handling still need documentation. See 12.02 for the format entry point. [1]

Create a BOM and link a part number

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Add an Electrical Component to a Machine Pilot BOM, link a part number from the visible library and set Designator to C52. This procedure is intended for internal engineers and operators creating or maintaining product annotations for the first time.

Assumptions and pending confirmations

Create an Electrical Component entry

  1. Select BOM in Annotation Tree to display Electrical Component List.

Select BOM; the right panel changes to Electrical Component List.

Select BOM; the right panel changes to Electrical Component List.
  1. Select ADD at the bottom of Electrical Component List.

Select ADD at the bottom of Electrical Component List.

Select ADD at the bottom of Electrical Component List.
  1. Check that the new entry exists, with Designator = NEW and Part No. = Please select....

The new entry shows Designator NEW and Part No. Please select....

The new entry shows Designator NEW and Part No. Please select....
  1. Click Please select... in Part No..
6.3 BOM, part numbers and Designator — continued

Select "Please select..." in the Part No. field.

Select "Please select..." in the Part No. field.
  1. Check that Component Library Search opens and identify the UIBU and Internal Library tabs.

Component Library Search is open with UIBU and Internal Library tabs.

Component Library Search is open with UIBU and Internal Library tabs.

Select and link a part from UIBU

  1. Click UIBU to use the visible UIBU Library list.

Select the UIBU tab to use the visible UIBU Library.

Select the UIBU tab to use the visible UIBU Library.

Pending confirmation: the recording does not show the Internal Library contents. Moving the cursor over the tab does not establish that the tab was opened.

  1. Select part number 495-2473-3-ND from the results.
6.3 BOM, part numbers and Designator — continued

Select part number 495-2473-3-ND.

Select part number 495-2473-3-ND.
  1. Click LINK to link the selected part number to the current BOM entry.

Select LINK to link 495-2473-3-ND to the BOM item.

Select LINK to link 495-2473-3-ND to the BOM item.
  1. Back in Electrical Component List, check that Part No. appears as a blue link.

Electrical Component List shows the blue Part No. link 495-2473-3-….

Electrical Component List shows the blue Part No. link 495-2473-3-….

Set Designator and finish

6.3 BOM, part numbers and Designator — continued

Double-click the NEW cell in Designator to edit it.

Double-click Designator NEW to enter edit mode.

Enter C52 in Designator.

Enter C52 in Designator.

Press Enter. Check that editing ends, Designator shows C52 and the blue Part No. remains linked.

After Enter, Designator shows C52 and the part number remains linked.

6.4 Footprint and Fiducial

Example limitation: the legacy Footprint example below retains the Payload Preview Error state; it is not presented as a successful result. See 6.01 for the complete single-board example and its applicability. [1]

Purpose of Payload Preview.

Payload Preview is introduced for inspecting annotation positions and component rotation using 3D geometry. The narration explains that 2D annotation positions alone do not determine component orientation. No product preview or rotation adjustment result is shown.

Purpose of Payload Preview.

Product annotation panels.

In Product, locate Annotation Tree on the left and Annotation properties on the right. These panels provide the locations for inspecting annotation data and parameters when an annotation is selected.

Product annotation panels.

Footprint: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Selecting line features and defining a center.

Procedure

Select the required line features by clicking or dragging a selection box. Define the center from the centroid of the selected features. To deselect some segments, hold Ctrl and use the mouse to deselect them.

Limitations and pending information

This action deselects lines; it does not delete them. The exact Ctrl/mouse gesture and center calculation formula are unspecified. Centroid must not be reinterpreted as the bounding-box center.

Insertion Footprint and Payload Preview (legacy example)

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

For internal engineers and operators creating or maintaining product annotations for the first time. Using the specified subtitles and matching recording, this example creates an Insertion Annotation, selects Footprint features, corrects Designator to C52 and runs Payload Preview.

Assumptions and items requiring confirmation

Create an Insertion Annotation

  1. Select Annotation Context.
  2. Select Annotation Context in Annotation Tree and check that Annotation properties appears on the right.

Selecting Annotation Context displays Annotation properties.

Selecting Annotation Context displays Annotation properties.
  1. Switch to Insertion Annotation.
  2. Open the type list in Annotation properties and select Insertion Annotation.
6.4 Footprint and Fiducial — continued

Set the annotation type to Insertion Annotation.

Set the annotation type to Insertion Annotation.
  1. Add an Insertion Annotation.
  2. Click ADD. Check that an Insertion item without a Designator appears in both Annotations and the tree.

ADD creates an Insertion item in Annotations.

ADD creates an Insertion item in Annotations.

Select a Footprint using Continuous Edition

  1. Open Continuous Edition.
  2. Right-click the new Insertion item and select Continuous Edition.

Right-click the new item and choose Continuous Edition.

Right-click the new item and choose Continuous Edition.
  1. Use Footprint mode.
  2. In Continuous Edition, select Footprint and retain the feature types that need to be included in the selection.
6.4 Footprint and Fiducial — continued

Use Footprint mode in Continuous Edition.

Use Footprint mode in Continuous Edition.
  1. Select the target features.
  2. In the 2D view, hold the left mouse button and drag a selection box around the target Footprint, then release.

Drag with the left mouse button to select the Footprint features.

Drag with the left mouse button to select the Footprint features.
  1. Check that the Footprint is selected.
  2. After releasing the mouse, check that the selected Footprint features are blue.

The selected Footprint features turn blue after release.

The selected Footprint features turn blue after release.
  1. Enter the temporary Designator from the example.
  2. In Continuous Edition, enter the visible example value C73 in Designator, then click EDIT.
6.4 Footprint and Fiducial — continued

Enter C73 in Designator and click EDIT.

Enter C73 in Designator and click EDIT.

Correct Designator to C52

  1. Return to BOM to check the correct Designator.
  2. Select BOM and verify that linked part number 495-2473-3-ND has Designator C52. The Footprint annotation still temporarily shows C73.

Check in BOM that the linked part number uses C52.

Check in BOM that the linked part number uses C52.

Correct the annotation Designator to C52.

  • Return to the Insertion Annotation properties and enter C52 in Designator. Verify C52 in the tree, visible annotation and property field.

Correct Designator to C52; the Footprint/C52 association is visible.

Correct Designator to C52; the Footprint/C52 association is visible.

Pending confirmation: the Annotations item still shows Error. This screen establishes the visible C52 association, not a passed validation state.

Run Payload Preview

6.4 Footprint and Fiducial — continued

Start Payload Preview.

  • Click Payload Preview on the upper toolbar.

Click Payload Preview on the toolbar.

Click Payload Preview on the toolbar.

Check that the 3D component preview appears.

  • Wait for loading to finish. Check that the view switches to 3D, the blue component appears at the C52 Footprint position and C52 is displayed beside it.

Payload Preview loads the corresponding 3D component and displays C52.

Payload Preview loads the corresponding 3D component and displays C52.

Pending confirmation: the 3D result is visible, but Annotations remains in Error. This segment does not establish complete success.

Create two Fiducials

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

This procedure records only the Fiducial workflow supported by both subtitles and video in SCN-001-SES-004. Planned requirements without visual support remain pending confirmation.

Assumptions and pending confirmations

Switch to the Fiducial annotation type

1. Select Fiducial Annotation

Select Fiducial Annotation from the Annotation properties list.

Select Fiducial Annotation from the Annotation properties drop-down list.

Create the first Fiducial

2. Add a Fiducial annotation
6.4 Footprint and Fiducial — continued

Select ADD to create a Fiducial annotation item.

Select ADD to create a Fiducial annotation item.
3. Open Continuous Create

Right-click the new Fiducial item and select Continuous Create.

Right-click the new Fiducial item and select Continuous Create.
4. Enter the first name

Enter FID1 in the Designator field of the Continuous Create dialog.

Enter FID1 in the Designator field of the Continuous Create dialog.
5. Select the first Gerber feature
6.4 Footprint and Fiducial — continued

Left-click the first Gerber feature to use as an optical reference point. The red expanding ring confirms the left click and the selected outline turns blue.

Left-click the first Gerber feature; the red ring marks the selection position.
6. Create FID1

Click CREATE. Check the success message and the new FID1 – Fiducial entry in the list.

Select CREATE; the list displays FID1 – Fiducial.

Create the second Fiducial

7. Enter the second name

Enter FID02 in the next Designator field.

Set the next Designator to FID02.
8. Select the second Gerber feature
6.4 Footprint and Fiducial — continued

Left-click the second Gerber feature. The expanding click ring and selection outline identify the action.

Left-click the second Gerber feature; the screen shows the click and selected state.
9. Create FID02

Click CREATE. Check the success message and the new FID02 – Fiducial entry in the list.

Select CREATE; the list displays FID02 – Fiducial.

Finish creation and check the list

10. Exit Continuous Create

Select CANCEL to exit Continuous Create.

Select CANCEL to exit Continuous Create.
11. Check that the extra item is removed
6.4 Footprint and Fiducial — continued

Check that Annotation Tree no longer contains the unnamed blank Fiducial and retains only FID1 and FID02.

After removal, Annotation Tree retains FID1 and FID02.

Pending confirmation: the recording establishes only the resulting state, without a clear deletion control or click ring.

12. Check that both Fiducials exist

Verify FID1 – Fiducial and FID02 – Fiducial in the Fiducial Annotation list. The 3D view also retains the product and reference-point labels.

The Fiducial Annotation list shows the two optical reference points, FID1 and FID02.

This frame establishes that both items exist. It does not establish individual selection in Property and the corresponding 3D Highlight. That requirement remains unverified.

6.5 Save a Board and find the product

See 6.01 for the complete single-board saving procedure. Product names, versions and lookup results below apply only to this recorded example. [1]

Product save entries.

Locate Save Project, Save Component, and Save to Library. The controls are disabled with no product loaded. Their full behavioral differences and completed save results are not demonstrated.

Product save entries.

Save a product and find it in Recipe (legacy example)

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Save a product with completed annotations, board dimensions and Mount Point to Asset Library, then check that it can be found through Recipe > Create Project.

Items requiring confirmation

Open and configure the Asset Library save dialog

  1. On Product, click Save to Library to open Save to Asset Library.

Click Save to Library to open Save to Asset Library.

Click Save to Library to open Save to Asset Library.
  1. Enter TestBoard in Name.

Enter TestBoard in Name.

Enter TestBoard in Name.
  1. Enter 1.0.0 in Asset version.
6.5 Save a Board and find the product — continued

Enter 1.0.0 in Asset version.

Enter 1.0.0 in Asset version.
  1. Check that Save folder and Saves to identify the intended location.
  2. Pending confirmation: only the completed path values are shown; selecting the path is not recorded. Full paths are masked in the screenshots.

Check the intended Save folder and Saves to location. Full paths are masked.

Check the intended Save folder and Saves to location. Full paths are masked.
  1. Open the group list under Group membership and select ProductCatalog.

Select ProductCatalog from the group list.

Select ProductCatalog from the group list.
  1. Click + Add and check that ProductCatalog appears in Group membership.
6.5 Save a Board and find the product — continued

Select + Add and verify that ProductCatalog appears under Group membership.

Select + Add and verify that ProductCatalog appears under Group membership.
  1. Click Capture from 3D view. Check that Preview shows a product thumbnail and Source: Captured (3D).

Select Capture from 3D view and verify that Preview displays the model thumbnail.

Select Capture from 3D view and verify that Preview displays the model thumbnail.
  1. Click OK at the bottom of Save to Asset Library to save.
  2. Pending confirmation: the narration and specification call this Save, but the visible button reads OK.

Select OK to save the asset.

Select OK to save the asset.

Check the save result

  1. Wait for Saved to Asset Library and verify that the message identifies TestBoard as saved.
  2. Full paths in the success message are masked in the derived screenshot.
6.5 Save a Board and find the product — continued

Verify that the Saved to Asset Library message confirms TestBoard was saved; the full path is redacted.

Verify that the Saved to Asset Library message confirms TestBoard was saved; the full path is redacted.

Click OK to close the success message.

Select OK in the success message.

Select OK in the success message.

Verify the product in Recipe

Click Recipe on the ribbon.

Select Recipe at the top of the window.

Select Recipe at the top of the window.
6.5 Save a Board and find the product — continued

On the Project Creation page, double-click Create Project.

Double-click Create Project on Project Creation.

Double-click Create Project on Project Creation.

In Create Project, check that TestBoard can be found and selected in Product.

  • Pending confirmation: TestBoard is listed, but its details show Version 1.7.0 rather than the saved Asset version 1.0.0.

Check that TestBoard can be found under Product in Create Project.

Check that TestBoard can be found under Product in Create Project.

7. Panel and carrier products

This chapter covers panels, conceptual carriers and STEP carriers. Each example uses its own preparation data and parameters.

7.1 Create a Panel and import Boards

Example boundary: this section creates a two-board Panel. The standard Demo_Panel in the per-board recipe example is not treated as its downstream result. [1]

P02 | Create a Panel and Save It to the Product Library

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Use Demo_Single_Board to create a panel, set the board arrangement, frame, dimensions, and default locating point, then save and find your product in Recipe.

Before you start

Confirm that ProductCatalog allows you to select Demo_Single_Board . This example creates a two-board panel. The four-board Demo_Panel used later in R01 is not this task's saved result.

Example values and adjustable items

ItemExample valueAdjustment principle
NamePanel during creation; Panel_1 in the saved resultYou may choose a name; record the saved name.
Grid2 × 1Adjustable; this example uses two child boards.
Offset X/Y/Rot0/180 mm/0°Adjust to suit the arrangement.
Frame Length / Width / Height350/380/3 mmAdjust to suit the product.
Frame offsetOffset X=-10、Y=-10、Z=-0.1 mmValue used in this example

Procedure

Step 01 | Create a Panel

select Product → New Panel , enter the Panel name, then select OK。

Check after the operation: The Panel root node appears in Annotation Tree.

Figure P02-01: Source screen—Create a Panel.
Step 02 | Import the standard Board

Right-click the Panel root node and select Import Board ; set Group to ProductCatalog, select Demo_Single_Board , then select OK。

Check after the operation: The source Board appears in the Panel.

Figure P02-02: Source screen—Import the standard Board.
Step 03 | Set the arrangement

At the Panel level, select Arrangement , and in Simple Arrangement confirm Source Node is Demo_Single_Board. Select Grid. Enter 2 and 1 in the two count fields from top to bottom; set Offset X=0 mm, Offset Y=180 mm, and Offset Rot=0°.

Check after the operation: The bottom preview shows two instances (2 × 1).

Figure P02-03: Source screen—Set the arrangement.
Step 04 | Apply the arrangement

Select APPLY ARRANGEMENT and inspect the added boards and 3D arrangement.

7.1 Create a Panel and import Boards — continued

Check after the operation: Two child boards can be identified.

Figure P02-04: Source screen—Apply the arrangement.
Step 05 | Create the frame

Right-click the Panel root node and select Create PanelFrame。

Check after the operation: Panel Frame is added to the tree.

Figure P02-05: Source screen—Create the frame.
Step 06 | Generate the frame

Select Panel Frame, set the frame color, enter Length=350, Width=380, and Height=3 mm, then select GENERATE。

Check after the operation: The panel frame appears in the 3D view.

Figure P02-06: Source screen—Generate the frame.
Step 07 | Adjust the frame position

Right-click Panel Frame and choose Move Link . Use Offset, enter X=-10, Y=-10, and Z=-0.1, then select OK。

7.1 Create a Panel and import Boards — continued

Check after the operation: The frame position changes according to the settings.

Figure P02-07: Source screen—Adjust the frame position.
Step 08 | Set Workpart dimensions

Select Workpart at the Panel level, then on the right select Measure Diagonal ; first pick the lower-right corner of the bottom face, then the diagonally opposite upper-left corner of the top face. Return to Workpart and check Width, Length, and Thickness. Measure Diagonal is expected to measure and populate thickness automatically; Thickness may also be entered manually.

Check after the operation: This example uses Width=380, Length=350, and Thickness=3 mm for the whole panel.

Figure P02-08: Source screen—Set Workpart dimensions.
Step 09 | Create the default locating point

Right-click the Panel's Mountpoint node and select Create Mount Point , then select Corner Mount Point to view the default work coordinate system.

Check after the operation: Corner Mount Point and its locating marker are visible.

Figure P02-09: Source screen—Create the default locating point.
Step 10 | Save the panel

select Save to Library . In Save to Asset Library, check Name, Save folder, and ProductCatalog in Group membership. Use Capture from 3D view to update Preview, then select OK。

7.1 Create a Panel and import Boards — continued

Check after the operation: A save-success message appears; the example is Panel_1.

Figure P02-10: Source screen—Save the panel.
Step 11 | Find the product in Recipe

select Recipe , then in Project Creation open Create Project and find the saved product in the Product list.

Check after the operation: Your saved result can be found. The user confirmed that Panel_1 and Panel in Recipe refer to the same case.

Completion checks

Limitations and notes

Names may be customized. Completion ends with selection in Recipe; Product Assembly installation checks, Reload Product, and restart persistence checks are not included.

7.2 Create a Carrier and place a Board

Move Board: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

The position of a product node.

Procedure

Use Move Board to set a product-node position using relative or absolute values and move the product.

Limitations and pending information

The relative reference, absolute coordinate system, field names, units and confirmation button are unspecified. Do not reuse Move Gerber Link example values for Move Board.

P03 | Create a Concept Carrier

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Create a concept carrier with two identical Demo_Single_Board boards. Use a Box for its shape, set product positions, dimensions, and the default locating point, then save and find it in Recipe.

Before you start

Demo_Single_Board must be in ProductCatalog. This task uses two identical PCBs, not two different products.

Example values and adjustable items

ItemExample valueAdjustment principle
NameCarrierMay be customized
Planar offset of the second boardOffset X=330、Y=340 mm、RZ=180°Example setting
Height of both boardsAbsolute Z=10.1 mmRetain existing X/Y and rotation
Box Length/Width/Height360/370/10 mmAdjust to the arrangement envelope
Carrier shape positionOffset X=-15、Y=-15、Z=0 mmExample setting

Procedure

Step 01 | Create a Carrier

Select Product → New Carrier. In Create Root, enter Carrier , then select OK.

Check after the operation: The Carrier root node appears.

Figure P03-01: Source screen—Create a Carrier.
Step 02 | Load the first Board

Right-click the Carrier root → Open Project.... Select Demo_Single_Board in ProductCatalog and select OK.

Check after the operation: The first Board appears inside Carrier.

Figure P03-02: Source screen—Load the first Board.
Step 03 | Load the second Board

Repeat root-node right-click → Open Project..., select Demo_Single_Board again, and select OK. Expand Carrier and check Demo_Single_Board and Demo_Single_Board_1.

Check after the operation: Both Board nodes are present, even if their 3D shapes overlap temporarily.

Figure P03-03: Source screen—Load the second Board.
Step 04 | Focus on the objects

Right-click the Carrier root → Focus Viewport.

7.2 Create a Carrier and place a Board — continued

Check after the operation: The view includes the objects currently inside the carrier.

Figure P03-04: Source screen—Focus on the objects.
Step 05 | Position the second board

Right-click Demo_Single_Board_1 → Move Board.... Select Offset for Coord Mode. Enter X=330, Y=340, Z=0 mm, RX=0, RY=0, and RZ=180°, then select OK.

Check after the operation: The second board is offset and rotated 180°.

Figure P03-05: Source screen—Position the second board.
Step 06 | Create the concept shape

Right-click the Carrier root → Create 3D Link. Select ParametricShape under its Link_Shape and confirm Shape Type=Box.

Check after the operation: Parametric Shape properties appear on the right.

Figure P03-06: Source screen—Create the concept shape.
Step 07 | Measure the arrangement envelope

Select Measure on the toolbar. Pick the lower-left and then upper-right corners of the PCB group to read the arrangement envelope. Exit measurement mode before editing properties.

7.2 Create a Carrier and place a Board — continued

Check after the operation: The example shows 330 / 340 mm and a diagonal of about 473.81 mm, as a reference for the shape dimensions.

Figure P03-07: Source screen—Measure the arrangement envelope.
Step 08 | Generate the carrier Box

In Parametric Shape, set the color (example: #4D4D4D), Length=360, Width=370, and Height=10 mm. Select GENERATE.

Check after the operation: The gray carrier shape is generated.

Figure P03-08: Source screen—Generate the carrier Box.
Step 09 | Adjust both board heights

For each Board node, right-click → Move Board.... Switch to Absolute and set Z=10.1 mm. Keep each board's X/Y and rotation, then select OK.

Check after the operation: Both boards are above the carrier. Z is an absolute coordinate, not an additional 10.1 mm offset.

Figure P03-09: Source screen—Adjust both board heights.
Step 10 | Move the carrier shape

Select Link_Shape at Carrier level, right-click, and select Move Link to open Move Link_Shape. Use Offset; enter X=-15, Y=-15, Z=0, keep rotation at 0, and select OK.

7.2 Create a Carrier and place a Board — continued

Check after the operation: The gray carrier and two boards match the example arrangement.

Figure P03-10: Source screen—Move the carrier shape.
Step 11 | Set Workpart

Select Workpart at Carrier level, not inside a Board. Select Measure Diagonal; pick the lower-right corner of the carrier's bottom face, then the diagonally opposite upper-left corner of its top face. Check Width, Length, and Thickness in properties.

Check after the operation: Measure the carrier shape. The user's latest confirmed Workpart values are Width=370, Length=360, and height/thickness=10 mm (the existing UI field is Thickness). Prefer automatic thickness measurement with Measure Diagonal; enter it manually if necessary.

Figure P03-11: Carrier geometry measures 360 / 370 / 10 mm. This is not a screenshot of the three Workpart fields; field values are based on user confirmation.
Step 12 | Create the default locating point

Right-click Carrier's Mountpoint → Create Mount Point, then select Corner Mount Point.

Check after the operation: The default corner point is displayed; no additional manual point picking is needed.

Figure P03-12: Source screen—Create the default locating point.
Step 13 | Save Carrier

Select Save to Library. Check Name=Carrier (or your name), the destination path, and ProductCatalog in Group membership. Select Capture from 3D view, check the preview, then select OK.

7.2 Create a Carrier and place a Board — continued

Check after the operation: Saved Carrier to the Asset Library appears. Select OK to close it.

Figure P03-13: Source screen—Save Carrier.
Step 14 | Find the product in Recipe

Select Recipe → Project Creation → Create Project and find your saved Carrier in the Product list.

Check after the operation: Your carrier can be identified and selected.

Completion checks

Limitations and notes

This Box is a concept shape, not a production fixture. Its appearance does not establish collision or manufacturability validation. Do not use P04's Z=0 in this task.

7.3 Define geometry using a STEP carrier

This edition retains the reviewed P04 Workpart values of 436/388/17 mm. A historical supplement used 383; that discrepancy remains in the editorial record and does not replace this example's values.

Import Shape from file: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

A 3D file attached to a selected node.

Procedure

Use Import Shape from file to add a .step 3D file to the selected node.

Limitations and pending information

The target node type, file-selection dialog, import units and failure handling are unspecified. No additional formats are assumed.

P04 | Create a Production Carrier from a STEP Model

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Create an independent Carrier, import the production STEP shape, and position two PCBs. Set dimensions, locating points, and save information, then find the carrier in Recipe.

Before you start

Select Product → New Carrier, enter a name, and select OK. Right-click the Carrier root → Open Project..., select Demo_Single_Board in ProductCatalog, and select OK. Repeat to load a second identical Board. Right-click the Carrier root → Create 3D Link. This is a new project; do not reuse P03's Box, Offset, or Z=10.1. Prepare the training file pcb_holder.stp。

Example values and adjustable items

ItemExample valueAdjustment principle
Saved nameCarrier_StpMay be customized
STEPTutorials data/cad/pcb_holder.stpUse the actual installation location
Carrier positionAbsolute X=155、Y=170、Z=0 mmExample value
Second BoardAbsolute X=305、Y=340、Z=0 mm、RZ=180°Example value
Height of both BoardsZ=0Do not use the concept-carrier value
Workpart Width/Length/Thickness436/388/17 mmMatches the production carrier in this example

Procedure

Step 01 | Import the STEP shape

Right-click the carrier's Link_Shape and select Import Shape from File.

Check after the operation: The file-selection window opens.

Figure P04-01: Source screen—Import the STEP shape.
Step 02 | Select the training file

Open the cad folder in the training data, select pcb_holder.stp and open it. Reference path shown: C:/Users/Public/DeltaElectronics/DIATwin/My Model/Tutorials data/cad/pcb_holder.stp.

Check after the operation: The production carrier shape appears in the 3D view.

Figure P04-02: Source screen—Select the training file.
Step 03 | Hide the floor

Select Hide Floor in the Display Bar on the left of the 3D Rendering Viewport.

Check after the operation: The floor is hidden, making the carrier and PCBs easier to inspect.

Figure P04-03: Source screen—Hide the floor.
Step 04 | Open carrier movement

Right-click the carrier's Link_Shape, select Move Link, and switch to Absolute.

7.3 Define geometry using a STEP carrier — continued

Check after the operation: Move Link_Shape displays absolute-position fields.

Figure P04-04: Source screen—Open carrier movement.
Step 05 | Set the carrier position

Enter X=155, Y=170, and Z=0 mm; keep RX, RY, and RZ at 0, then select OK.

Check after the operation: The carrier shape moves to the example position.

Figure P04-05: Source screen—Set the carrier position.
Step 06 | Set the second Board

Right-click the second Board and select Move Board. Switch to Absolute; enter X=305, Y=340, Z=0, and RZ=180° (keep RX/RY at 0), then select OK. Keep the first Board's Z at 0.

Check after the operation: The second board's offset and orientation match the example.

Figure P04-06: Source screen—Set the second Board.
Step 07 | Select the carrier Workpart

Select Workpart at Carrier level and check the target object on the right.

7.3 Define geometry using a STEP carrier — continued

Check after the operation: The object being edited is the entire Carrier.

Figure P04-07: Source screen—Select the carrier Workpart.
Step 08 | Measure and set dimensions

Use Measure Diagonal on the right. Pick a bottom-face corner and the diagonally opposite top-face corner to measure the entire production carrier. Dimensions and thickness are expected to populate automatically; Thickness may also be entered manually. Verify Width=436, Length=388, and Thickness=17 mm.

Check after the operation: All three fields match the example values.

Figure P04-08: Source screen—Measure and set dimensions.
Step 09 | Create a Mount Point

Right-click Carrier's Mountpoint → Create Mount Point. Select Corner Mount Point to preview the default locating point at the carrier's lower-right corner.

Check after the operation: The default locating point is visible; do not open Set Seat in 3D.

Figure P04-09: Source screen—Create a Mount Point.
Step 10 | Set save information

Select Save to Library. Check Name=Carrier_Stp or your name, Save folder, and the added ProductCatalog group. Select Capture from 3D view, check the carrier preview, then select OK.

7.3 Define geometry using a STEP carrier — continued

Check after the operation: The carrier asset save has been submitted.

Figure P04-10: Source screen—Set save information.
Step 11 | Confirm successful saving

Confirm that the asset name in the success message matches the name you saved, then select OK.

Check after the operation: The example message is Saved Carrier_Stp to the Asset Library.

Figure P04-11: Source screen—Confirm successful saving.
Step 12 | Find the product in Recipe

Open Recipe → Project Creation → Create Project. Find Carrier_Stp or your chosen saved name in the Product list.

Check after the operation: The task is complete when the product can be selected.

Completion checks

Limitations and notes

This task creates a separate production carrier; it does not replace P03's Box. The 17 mm dimension and Z=0 position are different fields. Physical installation checks, Reload Product, advanced Mount Point, and Set Seat are outside this task.

7.4 Remove, save and find downstream

The complete panel, conceptual-carrier and STEP-carrier examples each include saving and Recipe lookup. The common procedures below distinguish Delete Board from Remove; removal effects for different objects are not interchangeable. [1] [2] [3]

Delete Board: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

A product node.

Procedure

Use Delete Board to delete the selected product node.

Limitations and pending information

Effects on child data, the asset library and other references are unspecified, as is recovery. Cascading deletion or reversibility is not promised.

Remove: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Typically applies to a Link node.

Procedure

Remove typically removes a Link node while retaining its child data and nodes within the overall product.

Limitations and pending information

The resulting tree location, reference relationships and relinking method are unspecified. Do not extend this behavior to Delete Board or Remove Imported feature.

8. Product dimensions, coordinates and mount points

This chapter covers dimensions, corners, reference planes and mounting positions. Procedures and pending results are identified separately.

8.1 Workpart, measurement and From Shape

For board Parametric Shape, measurement, Gerber height and Workpart, see the single-board example. For carrier Box/Workpart settings, see the conceptual carrier; for dimensions from STEP, see the STEP carrier. The common From Shape description follows. [1] [2] [3]

From Shape: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

Workpart Width, Length and Thickness.

Procedure

Click From Shape to obtain the bounding shape from Link_Shape and populate Width, Length and Thickness.

Limitations and pending information

FOP-021 shows that populated values may still require adjustment. Automatic population does not guarantee correct final board dimensions. The bounding orientation and calculation method are unspecified.

8.2 Coordinates, corners and Create Mount Point

Mountpoint Settings: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

The entry point for product mount-point operations.

Procedure

According to the latest clarification, the product-node context-menu entry Mountpoint Settings is currently unsupported as an entry path. Use the Mountpoint node in the tree instead.

Limitations and pending information

The exact build is unspecified. This is an entry-path limitation, not a statement that the entire Mount Point feature is unsupported. Whether the source wording means the root product node remains unconfirmed.

Create Mount Point: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

The Mountpoint node and processing context.

Procedure

Right-click Mountpoint in the tree and select Create Mount Point. This clarification focuses on wcs_flr: front-side processing, left-to-right product flow, and the connection point on the lower fixed conveyor side.

Limitations and pending information

The source wording is provisionally understood to mean mount points at eight corners, but the automatic count is not directly confirmed and is not guaranteed. MountPointSetting defines the eight corners and the front-view interpretation rule. wcs_flr is not a universal choice.

Mounting corners, reference planes and setup order

User supplied clarification for v1.6.0-beta; new audiovisual result verification is still pending.

1. Purpose and starting point

For a first mounting setup, choose the corner for the product's usage, define its position and orientation from product features, fine-tune if needed, then save and verify in Recipe.

To correct an existing assembly position or orientation, start in Recipe. That need is retained, but this edition does not provide the complete troubleshooting workflow.

The source discussion uses Traditional Chinese with English UI names. This publication provides English and Traditional Chinese editions.

2. Prerequisites and required completion checks

User-confirmed prerequisites:

Prior knowledge of the conveyor direction is not required. An unclear reference to Gerber in the subtitles is not treated as a prerequisite for every product.

Required completion: define the needed corners, save the product, and check position and orientation for both L2R and R2L in Recipe. These are user-confirmed acceptance criteria, not newly verified recording results.

8.2 Coordinates, corners and Create Mount Point — continued

3. Confirmed operation dependencies

Complete product geometry and identify its flow → Select the corner for the processing side and usage → Use Set Seat in 3D to define position and orientation from product features → If needed, fine-tune by dragging or entering values in Move in 3D → Save the product → Open Recipe → Check L2R position and orientation → Check R2L position and orientation.

This is the latest user-confirmed dependency order. The recording discusses Move before feature-based setup. Evidence timestamps remain unchanged; the reading order follows these logical dependencies.

4. How the two functions work together

FunctionUser-confirmed purposeWhat the documentation must explain
Set Seat in 3DDefine the selected corner's position and orientation from product features and the intended usage.Which corner to choose, which reference features to select and how to check the result.
Move in 3DBasic adjustment: after the feature-based setup, fine-tune by dragging or entering values if needed.If features cannot directly define the target, first use them as reference points, then adjust to the target.

Fine-tuning is optional, not mandatory for every setup. This unit does not imply that Move is limited to this use case.

Naming: this edition follows the latest user term Set Seat in 3D. Earlier project preferences used Set Seed in 3D. The exact UI spelling still needs screen verification; global preferences are unchanged.

5. Corner interpretation

The table follows the user's eight-corner explanation, which is an accepted written source. Exact UI capitalization still needs screen verification.

CornerProcessing sideUpper/lowerLeft/right
wcs_fllFrontLowerLeft
wcs_flrFrontLowerRight
wcs_fulFrontUpperLeft
wcs_furFrontUpperRight
wcs_bllBackLowerLeft
wcs_blrBackLowerRight
wcs_bulBackUpperLeft
wcs_burBackUpperRight

The user describes front-side processing using Z and the upper direction using Y. Identify the target corner from the use case before defining features. The screen's current lower-right position is not a fixed product corner.

Confirmed interpretation rule: all eight corners use the product's front view to determine upper/lower and left/right. Back-side processing keeps that same front-view reference; do not reverse left and right by viewing from the back. This is the current DIATwin MachinePilot v1.6.0-beta definition and applies to both text and diagrams.

For example, wcs_bll means back-side processing, lower, left. Left is still determined from the product's front view. Do not rename it right when viewing from the back. Changing the processing side does not change the corner naming reference.

6. The three product reference planes

Product reference planeDirection described by the userConfirmed planeDocumentation status
Transport stop faceXYZThe user confirmed YZ, correcting the earlier YX. Selection method and positive/negative direction still need screen verification.
Transport faceZXYSupported by user clarification; selection method and positive/negative direction still need screen verification.
Fixed support side for product transportYXZSupported by user clarification; selection method and positive/negative direction still need screen verification.

The three references jointly define the connection point's position and orientation. The procedure must connect each selected product feature to its direction and the resulting interpretation.

The formerly unknown final reference is now clarified as the fixed support side for product transport. This written clarification does not establish that the actual face selection has been seen in the recording.

7. Required procedure coverage

  1. Check product conditions and context: complete geometry, known flow direction and processing needs.
  2. Identify the target corner from the processing side, upper/lower and left/right definitions.
  3. Define from features with Set Seat in 3D, explaining the stop face, transport face and fixed support side. Exact UI operations and confirmation still require evidence.
  4. Fine-tune if needed: when features provide only a reference point, use dragging or numeric adjustment in Move in 3D.
  5. Save the product: include the save and product-selection actions needed to carry the settings into verification.
  6. Verify both flow directions in Recipe: check L2R and R2L positions and orientations. This does not expand into a complete recipe tutorial.

The command to recreate Mount Points and its effect on existing data are unverified. Recreation is not a universal requirement for every setup.

Earlier values such as X=185, Y=167, Z=0 and a 90° rotation remain example references, not general settings. Narrated references to the conveyor or floor are also unverified example cues, not substitutes for actual position and orientation checks.

8. Scope and pending work

Included: first setup, prerequisites, corner and reference-plane principles, coordination of the two functions, saving, and L2R/R2L verification.

Deferred: Pick in 3D, later flipping operations and troubleshooting. Recipe remains the entry point for correcting existing assembly issues; repair steps are not invented for this edition.

The user resolved both conceptual questions: the transport stop face is the YZ plane and defines X; all eight corners use the product's front view, including back-side processing.

Pending audiovisual verification: exact UI spelling/capitalization, effects of recreating data, order of selecting the three faces, numeric fields and units, axis signs and Recipe results. Screenshots or successful operation evidence are not claimed before that verification.

8.3 Move Feature, Move in 3D and Set Seat

See 8.02 for Set Seat in 3D, Move in 3D, the corners and the three reference faces. The common Move Feature procedure follows. [1]

Pending steps: the actual three-face selection order, confirmation action, axis signs and units must be checked against the existing video. Conceptual descriptions are not expanded into unverified clicks.

Move Feature: common procedure

User supplied clarification. See the limitations below for build applicability and visual verification.

Purpose and target

A single imported mask-feature layer.

Procedure

Use Move Feature to move one mask-feature layer.

Limitations and pending information

The entry point, numeric fields, coordinate reference and completion button are unspecified. This operation differs from moving an entire Gerber Link or product node.

8.4 Verify mounting orientation in Recipe after saving

As confirmed in 8.02, save the product and check L2R/R2L position and orientation in Recipe. See 9.02 for the assembly entry point. [1] [2]

Pending result: this edition does not yet contain a complete same-product sequence showing save → selection in Recipe → confirmation for both flow directions. This remains a required check, not a completed verification.

9. Create a recipe and configure the machine

This chapter covers recipe projects, product assembly, specified configurations, partial constraints and whole-panel processing.

9.1 Create a Recipe and select the machine and product

Recipe workflow entry.

Select Recipe to enter the workflow. The initial Project Creation page shows Create Project and Open Project. The narration outlines product assembly, accessory configuration, flow editing/simulation, and recipe generation without performing those stages.

Recipe workflow entry.

Create a recipe project

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

For engineers and operators who create, simulate and verify recipes offline. Open Recipe Generation, select Create Project and check the initial Machine and Product contents on the project creation page.

Assumptions and unresolved conflicts

Open Recipe Generation

  1. Open Recipe.
  2. Click Recipe on the upper ribbon. The red expanding ring identifies the left click.

Click Recipe on the ribbon.

Click Recipe on the ribbon.
  1. Check the Recipe Generation window.
  2. Wait for Recipe Generation. Check that Project Creation shows both Create Project and Open Project. This procedure does not use Open Project.

Recipe Generation shows Create Project and Open Project.

Recipe Generation shows Create Project and Open Project.

Create and inspect the recipe project

  1. Select Create Project.
  2. Double-click the Create Project card with the left mouse button. The evidence frame retains the red ring from the second click.
9.1 Create a Recipe and select the machine and product — continued

Double-click the Create Project card.

Double-click the Create Project card.
  1. Check the initial Machine contents.
  2. Check that Create Project has loaded. Machine shows EmptyInsertionMachine selected and the default project name is default_project.

Machine initially shows EmptyInsertionMachine.

Machine initially shows EmptyInsertionMachine.
  1. Check the initial Product and Panel entries.
  2. Verify Demo_Single_Board, Demo_Carrier and Demo_Panel in Product, with Demo_Single_Board selected. Remain on this page; do not click Next for this check.

The initial products are Demo_Single_Board, Demo_Carrier and Demo_Panel.

The initial products are Demo_Single_Board, Demo_Carrier and Demo_Panel.

9.2 Direction, attachment and conveyor width

Object distinction: Recipe Attachment Point and product Mount Point follow separate procedures. Similar names do not make them the same operation. [1]

Set the product assembly position in the machine

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

In Product Assembly, define product position, orientation, attachment point and conveyor width, completing all four substeps.

Items requiring confirmation

Select Position

  1. Select the assembly direction using L2R or R2L in the machine diagram. The narration associates L2R with assembly on the machine's right side and R2L with its left side. This recording first tries R2L, then selects L2R.

Choose L2R or R2L for the assembly side. This example ends with L2R selected.

Choose L2R or R2L for the assembly side. This example ends with L2R selected.
  1. Check Position = Left to Right (L2R), then click CONFIRM to finish position selection.

Click CONFIRM to complete Select Position.

Click CONFIRM to complete Select Position.

Adjust Orientation

  1. In Adjust Orientation, click CCW 90° to rotate the product counterclockwise by 90 degrees. The displayed pose updates.

In Adjust Orientation, select CCW 90° to rotate the product 90 degrees counterclockwise.

In Adjust Orientation, select CCW 90° to rotate the product 90 degrees counterclockwise.
  1. Check the product direction in 3D, then click CONFIRM.
9.2 Direction, attachment and conveyor width — continued

Check the orientation and click CONFIRM.

Check the orientation and click CONFIRM.

Select Attachment Point

  1. Scroll down in Select Attachment Point until Machining Features, Conveyor, Machine base and Upper cover are visible.

Scroll down in Select Attachment Point to reveal Machining Features.

Scroll down in Select Attachment Point to reveal Machining Features.
  1. Click the eye icon beside Machine base. Its slash indicates that the base is hidden, making the product and conveyor easier to inspect.

Hide Machine base using its eye icon to inspect the product and conveyor.

Hide Machine base using its eye icon to inspect the product and conveyor.
  1. Click SETTING IN 3D WORLD to open Attachment Point.
9.2 Direction, attachment and conveyor width — continued

Select SETTING IN 3D WORLD to open the Attachment Point dialog.

Select SETTING IN 3D WORLD to open the Attachment Point dialog.
  1. For the current product pose, select the target feature point at the lower right of the product in 3D. Crosshairs and guide lines mark the selection.

In the 3D view, select the target feature point at the lower-right corner of the product.

In the 3D view, select the target feature point at the lower-right corner of the product.
  1. Check the offsets in Attachment Point and click OK.

Select OK in the Attachment Point dialog.

Select OK in the Attachment Point dialog.
9.2 Direction, attachment and conveyor width — continued

Click CONFIRM in Select Attachment Point.

Select CONFIRM in the Select Attachment Point section.

Adjust Conveyor Width and completion checks

In Adjust Conveyor Width, drag the slider to set Position for the product width. Check the two guide rails in 3D as you adjust.

Drag the Adjust Conveyor Width slider to set Position for the product width.

This example ends at Position = 170 mm. Check the value, then click CONFIRM.

Verify that Position is 170 mm, then select CONFIRM.
9.2 Direction, attachment and conveyor width — continued

Check that all four Product Assembly substeps have blue completion check marks and NEXT is enabled in blue. Then click NEXT.

After all four substeps are complete, click the enabled NEXT button.

Check that the screen changes to Machine Capability Assessment. Product Assembly is complete and the next stage is available.

Machine Capability Assessment appears after Product Assembly.

9.3 Assign Feeders and Tools

R01 | Assign Resources and Process Board by Board

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Manually assign feeders, tools, and slots for each part number. Use Panelized to apply one board's plan to the other boards, then plan paths and simulate.

Before you start

Use EmptyInsertionMachine and the standard Demo_Panel. The library must contain the accessories listed below. This is the four-board Demo_Panel; P02's two-board result is not required.

Example values and adjustable items

Part numberFeeder / slotsTool / slots
495-2473-3-NDTape_3_Radial/08VC0101/02、06
835-1A-F-VTube_3_box/12VC0101/04、08
EP1WSS6R2JReel_2_Axial/10G00101/03、07
ESK107M050AG3EA9999Tape_3_Radial/06VC0101/01、05

These are reproducible examples shown in the images. You may change the configuration, but must explain the mapping between your part numbers, accessories, and slots. Example conveyor width: 350 mm.

Procedure

Step 01 | Create a Recipe

Select Recipe and open Create Project in Project Creation. Select the empty machine and Demo_Panel, then select NEXT.

Check after the operation: Product Assembly opens.

Figure R01-01: Source screen—Create a Recipe.
Step 02 | Set conveyor and mounting conditions

Select L2R in Select Position. Check and confirm the orientation and default Attachment Point in sequence. In Adjust Conveyor Width, enter 350 mm, select CONFIRM, then NEXT.

Check after the operation: After confirming all four assembly steps, proceed to Machine Capability Assessment.

Figure R01-02: Source screen—Set conveyor and mounting conditions.
Step 03 | Open the product configuration list

In Machine Capability Assessment, switch to Product → Feeder and inspect the part numbers and unconfigured items.

Check after the operation: Each part number can be checked against Feeder and Feeder Slot.

Figure R01-03: Source screen—Open the product configuration list.
Step 04 | Manually assign feeders

In Product → Feeder, left-click the target part number's Feeder field to open Configure Module. In Select Module, choose Tape_3_Radial and select NEXT. In Select Slot, select 08 on the machine diagram, verify Selected Feeder slot=8, and select DONE. Wait for Installation Completed and confirm that every row with the same part number shows Tape_3_Radial / 08. Repeat for other part numbers using the table above.

9.3 Assign Feeders and Tools — continued

Check after the operation: The four part numbers show the listed Feeders; configured positions are green.

Figure R01-04: Source screen—Manually assign feeders.
Additional operation-detail images (2026-09-17)

Unconfigured list in Product → Feeder.

Unconfigured list in Product → Feeder.

Select Tape_3_Radial, then NEXT.

Select Tape_3_Radial, then NEXT.
9.3 Assign Feeders and Tools — continued

Select Feeder 08, then DONE.

Select Feeder 08, then DONE.

Installation Completed; all four rows for the part number show 08.

Installation Completed; all four rows for the part number show 08.
Step 05 | Manually assign tools

Switch to Product → Tool. Left-click the target part number's Tool field to open Configure Module. For 495-2473-3-ND, select VC0101 in Select Module, then NEXT.

In Select Slot, choose slots for your practice configuration:

Wait for Installation Completed, then check that all rows for the part number match your tool and slot choices. Repeat for the other part numbers and check the entire list. The new images directly show only 06; the user confirmed how to select 02 and 06, and the complete configuration is shown in the earlier image.

Check after the operation: All four part numbers show their assigned tools and chosen slots. When following the complete table example, each part number uses the two listed slots.

Figure R01-05: Source screen—Manually assign tools.
Additional operation-detail images (2026-09-17)
9.3 Assign Feeders and Tools — continued

Unconfigured list in Product → Tool.

Unconfigured list in Product → Tool.

Select VC0101, then NEXT.

Select VC0101, then NEXT.

Select Tool 06, then DONE.

Select Tool 06, then DONE.
9.3 Assign Feeders and Tools — continued

Installation Completed; all four rows for the part number show 06.

Installation Completed; all four rows for the part number show 06.
Step 06 | Open processing-scope settings

Select SELECT DESIGNATOR FIDUCIALS at the upper right.

Check after the operation: Open Select Designators & Fiducials to view Flattened panel and Panelized.

Figure R01-06: Source screen—Open processing-scope settings.
Step 07 | Select Panelized

Select Panelized. Retain the required Designators and the selected P_FID1 and P_FID2. Select APPLY, then NEXT.

Check after the operation: The mode plans one board and applies it to the other boards.

Figure R01-07: Source screen—Select Panelized.
Step 08 | Plan the pick-and-place sequence

In Flow Editor, select PATH PLANNING and wait for the algorithm to finish.

9.3 Assign Feeders and Tools — continued

Check after the operation: The screen lists the generated pickup and insertion sequence.

Figure R01-08: Source screen—Plan the pick-and-place sequence.
Step 09 | Open simulation

Check the operation flow, select RUN SIMULATION, and wait for initialization.

Check after the operation: The Run Simulation panel shows START.

Figure R01-09: Source screen—Open simulation.
Step 10 | Run and check the completed result

Select START, observe processing board by board, and wait for the entire simulation to finish before reading Cycle Time. Identify EXPORT DB; actual export is not required in this task.

Check after the operation: The example result is 31.800 seconds. Record your own result; the same duration is not required.

Figure R01-10: Source screen—Run and check the completed result.

Completion checks

Limitations and notes

R01 does not require Lock. Do not interpret the Unconfigured count of remaining empty slots as incomplete configuration of all components. Simulation completion does not establish that all collision checks or physical-machine validation passed.

9.4 Partial constraints and automatic configuration

Example boundary: the partial-constraint example first locks specified empty slots. The whole-panel example starts differently; see 9.05. The legacy Auto Configure comparison/import procedure is also retained below, with separate results. [1]

R02 | Auto-Configuration with Reserved Empty Slots

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Use Demo_Carrier to practice Lock on empty slots. Keep designated slots empty while the algorithm configures other resources, then import the configuration and complete simulation.

Before you start

Use EmptyInsertionMachine and Demo_Carrier. Feeder and Tool slots to be locked must be empty when you start; Lock retains their current state.

Example values and adjustable items

ItemExample valueAdjustment principle
ProductDemo_CarrierConfirmed starting product for this course
Conveyor width380mmExample value
Lock empty slotsFeeder17–32、Tool1–4Follow this training example; the range may later be changed as needed.
Completed resultRecord your own Cycle TimeReproducing 12.840 seconds is not required.

Procedure

Step 01 | Select the machine and product

Open Recipe → Project Creation → Create Project. Select the empty machine and Demo_Carrier, then NEXT.

Check after the operation: Product Assembly shows Demo_Carrier.

Figure R02-01: Source screen—Select the machine and product.
Step 02 | Confirm product assembly

Check the defaults in Select Position, Adjust Orientation, and Select Attachment Point. Set Adjust Conveyor Width to 380 mm, select CONFIRM, then NEXT.

Check after the operation: Machine Capability Assessment opens.

Figure R02-02: Source screen—Confirm product assembly.
Step 03 | Find the slots to keep empty

Switch to Slot → Feeder and scroll to 17–32. Check that Feeder and Part No. are empty.

Check after the operation: The target slots are empty, not slots with installed accessories.

Figure R02-03: Source screen—Find the slots to keep empty.
Step 04 | Lock empty Feeder slots

Enable Lock individually for slots 17–32. Leave 1–16 available to the algorithm.

9.4 Partial constraints and automatic configuration — continued

Check after the operation: The designated slots remain empty with Lock enabled.

Figure R02-04: Source screen—Lock empty Feeder slots.
Step 05 | Lock empty Tool slots

Switch to Tool, confirm slots 1–4 are empty, then enable Lock for them. Slots 5–8 remain available to the algorithm.

Check after the operation: Tool-slot constraints match this example.

Figure R02-05: Source screen—Lock empty Tool slots.
Step 06 | Start automatic configuration

Select AUTO CONFIGURE and wait for computation to finish.

Check after the operation: Auto Configure Result appears.

Figure R02-06: Source screen—Start automatic configuration.
Step 07 | Check the Feeder plan

On the Feeder tab in the result window, compare the current configuration with the Auto-Configured proposal. Verify that no Feeder is assigned to 17–32.

9.4 Partial constraints and automatic configuration — continued

Check after the operation: The proposed configuration respects the reserved-empty-slot condition.

Figure R02-07: Source screen—Check the Feeder plan.
Step 08 | Check the Tool plan

Switch to Tool in the result window and confirm that no Tool is assigned to 1–4.

Check after the operation: The plan uses only permitted tool slots.

Figure R02-08: Source screen—Check the Tool plan.
Step 09 | Import the configuration

Select IMPORT and read the warning about overwriting the current configuration/process. If adopting this result, select CONTINUE and wait for import to finish.

Check after the operation: The proposed configuration is applied to the machine.

Figure R02-09: Source screen—Import the configuration.
Step 10 | Check applied Feeders

Return to Slot → Feeder. Check installed Feeder slots and part numbers, and confirm 17–32 remain empty.

9.4 Partial constraints and automatic configuration — continued

Check after the operation: The applied configuration respects the constraints.

Figure R02-10: Source screen—Check applied Feeders.
Step 11 | Check applied Tools

Switch to Slot → Tool. Confirm tools are installed in permitted slots and 1–4 remain empty.

Check after the operation: The Tool configuration respects the constraints.

Figure R02-11: Source screen—Check applied Tools.
Step 12 | View the operation flow

Select NEXT to open Flow Editor and inspect the generated pickup and insertion sequence.

Check after the operation: The flow contains processing items.

Figure R02-12: Source screen—View the operation flow.
Step 13 | Run simulation

Select RUN SIMULATION. After initialization, select START and wait for this case's simulation to finish.

9.4 Partial constraints and automatic configuration — continued

Check after the operation: Simulation stops in the completed state and Cycle Time can be read.

Figure R02-13: Source screen—Run simulation.
Step 14 | Check the result and export command

Record this case's Cycle Time and identify EXPORT DB. The example image shows 12.840 seconds; learners need not reproduce that duration.

Check after the operation: Explain the empty-slot constraints and this simulation result.

Figure R02-14: Source screen—Check the result and export command.

Completion checks

Limitations and notes

Lock retains the current configuration: locking an empty slot prevents accessory assignment; locking an occupied slot retains its existing state. This task practices empty-slot constraints only. Do not add PATH PLANNING as an extra mandatory step.

Auto Configure: compare and import configurations (legacy example)

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

In Machine Capability Assessment, run Auto Configuration, compare proposed configurations, import a result and verify Feeder/Tool installation positions. Actual configurations depend on the Product, Machine and source data.

Items requiring confirmation

Start Auto Configuration

  1. Start automatic configuration
  2. In Machine Capability Assessment, click AUTO CONFIGURE at the upper right.

Click AUTO CONFIGURE at the upper right of Machine Capability Assessment.

Click AUTO CONFIGURE at the upper right of Machine Capability Assessment.
  1. Check initialization and computation status
  2. First-run initialization may take approximately 3–5 minutes. Check that Auto Configure Modules shows Single Optimization with time or progress updating. This indicates that initialization has finished and algorithm computation has begun.
9.4 Partial constraints and automatic configuration — continued

Auto Configure Modules shows Single Optimization with updating computation status.

Auto Configure Modules shows Single Optimization with updating computation status.

Compare Auto Configure Result

  1. Compare current and proposed Feeder configurations
  2. Wait for Auto Configure Result. On Feeder, compare the current configuration on the left with the Auto-Configured proposal on the right.

Auto Configure Result shows the current configuration on the left and Auto-Configured proposal on the right.

Auto Configure Result shows the current configuration on the left and Auto-Configured proposal on the right.
  1. Compare Tool configurations
  2. Switch to Tool and compare Present Tool with Auto-Configured Tool installation proposals.

On Tool, compare Present Tool and Auto-Configured Tool.

On Tool, compare Present Tool and Auto-Configured Tool.

Import the proposed configuration

  1. Import the proposed result
  2. Review the proposal, then click IMPORT.
9.4 Partial constraints and automatic configuration — continued

Check the proposal and click IMPORT.

Check the proposal and click IMPORT.

After reviewing Placement Process Will Be Overwritten, click CONTINUE to proceed.

After reviewing Placement Process Will Be Overwritten, click CONTINUE to proceed.

During import and assembly, configured positions change from black to green.

During import and assembly, configured positions change from black to green.

Verify installation positions and the ending state

  1. Check imported Feeders
  2. After assembly, check installed Feeders, Part No. and positions in Slot > Feeder. Configured machine positions should be green.
9.4 Partial constraints and automatic configuration — continued

After import, Feeder shows installed stations and Part No.; the machine positions are green.

After import, Feeder shows installed stations and Part No.; the machine positions are green.
  1. Check installed Tools
  2. Open Slot > Tool and verify each Tool at its corresponding position. If the Machine has multiple towers, switch between them and check each one.

On Tool, verify each Tool at its assigned position.

On Tool, verify each Tool at its assigned position.

Inspect Feeder assignments from Product

  • Open Product > Feeder and check the Feeder and Feeder Slot for every Part No..

In Product > Feeder, check each component's Feeder and Feeder Slot.

In Product > Feeder, check each component's Feeder and Feeder Slot.
9.4 Partial constraints and automatic configuration — continued

Inspect Tool assignments from Product

  • In Product, open Tool and check each Part No. against its Tool and Tool Slot. This is the visible ending state of the example.

In Product > Tool, check each Part No. against its Tool and Tool Slot.

In Product > Tool, check each Part No. against its Tool and Tool Slot.

Completion checks

9.5 Per-board and whole-panel product planning

Example boundary: this whole-panel example uses Flattened panel with no slots locked in advance. Its simulated time is 24.672 seconds. IMPORT progress at 28% or 40% does not establish completion.

R03 | Automatic Configuration Across the Whole Panel

Reviewed example. Original prerequisites, values and limitations are retained.

Purpose and expected result

Use Flattened panel with Demo_Panel so the entire panel is planned together. Do not pre-lock accessory slots. Let the algorithm configure resources and generate the flow, then complete simulation.

Before you start

Use EmptyInsertionMachine and the standard Demo_Panel. Start without pre-locking Feeder or Tool slots.

Example values and adjustable items

ItemExample valueAdjustment principle
ModeFlattened panelCore setting for this task
Processing scope16/16 DesignatorsAll retained in the example
Fiducials2 pointsOne shared pair for the whole panel in this example
LockNo pre-locked slots before planningDo not apply R02's empty-slot constraints.
Result24.672 secondsValue for this case, not a fixed passing threshold

Procedure

Step 01 | Create a recipe

Select Recipe → Create Project. Choose the empty machine and Demo_Panel, then NEXT.

Check after the operation: Product Assembly opens.

Figure R03-01: Source screen—Create a recipe.
Step 02 | Set assembly conditions

Select L2R and CONFIRM. Check the default orientation and Attachment Point. Set conveyor width to 350 mm, select CONFIRM, then NEXT.

Check after the operation: Machine Capability Assessment opens.

Figure R03-02: Source screen—Set assembly conditions.
Step 03 | Set the whole-panel scope

Switch to Product and select SELECT DESIGNATOR FIDUCIALS. Choose Flattened panel, retain 16/16 Designators, check the two fiducials, then select APPLY.

Check after the operation: The entire panel is the planning target.

Figure R03-03: Source screen—Set the whole-panel scope.
Step 04 | Check that slots are unlocked

Return to Slot and open Feeder and Tool in turn. Check that no slots are locked; release existing Locks. Make all slots available to the algorithm.

9.5 Per-board and whole-panel product planning — continued

Check after the operation: R02's empty-slot locks are not retained.

Figure R03-04: Source screen—Check that slots are unlocked.
Step 05 | Start AUTO CONFIGURE

Select AUTO CONFIGURE at the upper right and wait for Auto Configure Modules to finish.

Check after the operation: Executing algorithm or computation progress is visible.

Figure R03-05: Source screen—Start AUTO CONFIGURE.
Step 06 | Check and import the proposal

When Auto Configure Result appears, inspect the Auto-Configured results for Feeder and Tool. Select IMPORT, read the message, then select CONTINUE.

Check after the operation: Accessory installation starts according to the proposal.

Figure R03-06: Import has started and is at 28%; this is not an import-complete result.
Step 07 | Wait for configuration to finish

Monitor Importing module. Wait until configured machine positions are green, required accessories are complete, and NEXT is available.

9.5 Per-board and whole-panel product planning — continued

Check after the operation: Accessories are imported and the next stage is available.

Figure R03-07: Import progress at 40%. Keep waiting; this image does not establish completion.
Step 08 | View the generated flow

Select NEXT to open Flow Editor. Inspect Designator, Feeder Slot, Tool Slot, and pick-and-place sequence. This flow was generated together with automatic configuration.

Check after the operation: The flow may include Designators from different child boards.

Step 09 | Open simulation

Select RUN SIMULATION, wait for initialization, and confirm START appears.

Check after the operation: Simulation is ready; Cycle Time is 0 before execution starts.

Figure R03-09: Source screen—Open simulation.
Step 10 | Start simulation

Select START. Observe the processing motion and increasing Cycle Time, and wait for all actions to finish.

Check after the operation: Elapsed time during execution is an intermediate reading, not the final result.

Figure R03-10: Source screen—Start simulation.
Step 11 | Check the completed result for the same case

After confirming simulation is complete, record Cycle Time. The original video holds at 24.672 seconds from 10:58–11:10. Learners record their own result. Identifying EXPORT DB is sufficient.

9.5 Per-board and whole-panel product planning — continued

Check after the operation: The final Cycle Time for the same case is available.

Figure R03-11: Source screen—Check the completed result for the same case.

Completion checks

Limitations and notes

Do not combine 24.672 with results such as 23.768 from other recordings as one run, or infer performance differences from Cycle Times under different conditions. The Lock demonstration inserted in the recording is not this case's final starting condition.

Select Fiducials and components for simulation (legacy example)

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Open the offline selection dialog, set Fiducial Set and Designator to plan, handle the Fiducial count rule and apply the settings.

Assumptions and items requiring confirmation

Open and check the selection mode

  1. On Product, left-click SELECT DESIGNATOR FIDUCIALS at the upper right.

Click SELECT DESIGNATOR FIDUCIALS to open the selection dialog.

Click SELECT DESIGNATOR FIDUCIALS to open the selection dialog.
  1. In Select Designators & Fiducials, verify Flattened panel. This mode treats multiple boards as one unit sharing a pair of Fiducials, as described on the screen.

Check that Flattened panel is selected in Select Designators & Fiducials.

Check that Flattened panel is selected in Select Designators & Fiducials.

Select Fiducials and components

  1. In Designator to plan, retain the components required for simulation/processing. Deselect items that are not needed.
9.5 Per-board and whole-panel product planning — continued

Keep the required components in Designator to plan; unneeded items can be deselected.

Keep the required components in Designator to plan; unneeded items can be deselected.

Pending confirmation: the selectable list and 4/4 state are visible, but this segment does not show a result after deselecting a component.

  1. With only one Fiducial selected, check the red rule message and disabled APPLY. Flattened panel requires exactly two Fiducials.

Selecting only one Fiducial displays a red rule message and disables APPLY.

Selecting only one Fiducial displays a red rule message and disables APPLY.
  1. Reselect FID2 to return Fiducial Set to Selected 2/2. Check that APPLY becomes available.

Reselect FID2 to restore Selected 2/2.

Reselect FID2 to restore Selected 2/2.

Apply the settings

  1. Check that the Fiducial and component selections satisfy the rules, then left-click APPLY.
9.5 Per-board and whole-panel product planning — continued

Click APPLY to apply the current Fiducial and component selections.

Click APPLY to apply the current Fiducial and component selections.

Pending confirmation: APPLY is clicked 8.760 seconds before the fixed-offset estimate. The click and dialog closure are visible, but no separate success message establishes persistent saving.

10. Path planning, simulation and recipe export

This chapter covers process planning, simulation, collision location and export. Unverified edit effects and export results remain identified as gaps.

10.1 Algorithm settings and PATH PLANNING

Process and path planning

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

In Flow Editor, select the planning mode, review algorithm parameters, run Path Planning, and inspect or adjust the resulting feeding, picking and processing sequence.

Items requiring confirmation

Select the planning mode and parameters

  1. Select Standard planning mode.
  2. In the mode list below Flow Editor, verify Standard. Deep Search is also visible but is not selected in this example.

Select Standard below Flow Editor.

Select Standard below Flow Editor.

Pending confirmation: Standard is visibly selected, but the selection precedes the narration and no clear click ring is shown.

  1. Review the algorithm settings and retain the defaults.
  2. Click the gear beside the mode list to open Algorithm Settings. Review the switches and Time Constrain value used in this example; retain the default settings.

Open Algorithm Settings using the gear and review the example's default parameters.

Open Algorithm Settings using the gear and review the example's default parameters.

Run Path Planning

  1. Start path planning.
  2. Click PATH PLANNING to generate the processing flow and paths.

Click PATH PLANNING to generate the process flow and tool paths.

Click PATH PLANNING to generate the process flow and tool paths.

Pending confirmation: the visible start action precedes the narration by approximately 16.113 seconds, without identifiable red/blue click rings. The nearest button-position frame is used.

  1. Wait for planning to finish.
  2. Wait until progress in Path planning is complete. Do not advance to the next stage while it is running.
10.1 Algorithm settings and PATH PLANNING — continued

Path planning shows that planning is running.

Path planning shows that planning is running.

Inspect and adjust the planning result

  1. Check the generated Round, components and sequence list.
  2. After planning, verify Round 1 and its components. Check Feeder Slot, Tool Slot, Pick Seq., Insert Seq. and PCB No. in the table.

Round 1 shows components, feeder slots, tool slots and sequence fields.

Round 1 shows components, feeder slots, tool slots and sequence fields.
  1. Adjust the picking tool if needed.
  2. Select the component to customize, open Tool Slot and choose the required tool slot.

Use Tool Slot to change the selected component's picking tool.

Use Tool Slot to change the selected component's picking tool.

Pending confirmation: the list opens approximately 11.093 seconds before narration. Its options are visible, but no click ring establishes a double click.

  1. Adjust picking and processing order if needed.
  2. Following the narration, double-click the Pick Seq. or Insert Seq. list field to change the picking or processing order. Recheck all row sequences afterward.
10.1 Algorithm settings and PATH PLANNING — continued

Use Pick Seq. and Insert Seq. to adjust picking and processing order.

Use Pick Seq. and Insert Seq. to adjust picking and processing order.

Pending confirmation: the screen precedes narration by approximately 11.853 seconds and does not show a recognizable double-click ring. The required single-click or double-click gesture still needs product-specification confirmation.

Completion checks

10.2 Edit the configuration and replan

The visible Tool, Pick and Insert sequence checks and edits remain in the Inspect and adjust the planning result subsection of 10.01. [1]

Pending results: which changes require PATH PLANNING again, how changes are applied, and before/after sequence differences are not fully established. An editable field does not prove that an edit has taken effect.

10.3 Simulation, CT and collision location

See the specified-configuration, partial-constraint and whole-panel examples for their simulation workflows. The 31.800, 12.840 and 24.672 second results come from different examples and are not a controlled performance comparison. [1] [2] [3]

Pending result: collision location is covered, but a complete successful rerun after correction is still missing.

Offline simulation and collision checks

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

Use Run Simulation for collision checks and offline simulation, inspect collision locations, motion and cycle time, then reset the simulation.

Pending confirmations and scope decisions

Open Run Simulation and inspect the preview

  1. After checking path planning, click Run Simulation to enter simulation.

Run Simulation is open; the source does not capture the opening click.

Run Simulation is open; the source does not capture the opening click.

Pending confirmation: the first available frame is already inside Run Simulation and does not directly show its opening button being clicked.

  1. Inspect the components and machine configuration in 3D, and review Cycle Time, the flow list and controls in Run Simulation.

Inspect components, Cycle Time and controls in the 3D view and Run Simulation panel.

Inspect components, Cycle Time and controls in the 3D view and Run Simulation panel.

Run Collision Check and locate interference

  1. Left-click CHECK COLLISION and wait for completion.

Click CHECK COLLISION to start collision checking.

Click CHECK COLLISION to start collision checking.
  1. Select the Move node to inspect in the collision results. The visible example is Move6[Target], with status Target Interference.
10.3 Simulation, CT and collision location — continued

Select Move6[Target] to locate Target Interference.

Select Move6[Target] to locate Target Interference.
  1. Inspect the collision location in 3D. Colliding components appear red to identify the interference region.

The 3D view highlights colliding components in red.

The 3D view highlights colliding components in red.

Start simulation and inspect motion and cycle time

  1. Left-click START at the lower left to start offline simulation.

Click START to start offline simulation.

Click START to start offline simulation.

Pending confirmation: the click precedes the aligned narration by approximately 11.043 seconds. The subsequent Pre-flight Check has no narrated button instruction; this guide does not infer Proceed or Cancel.

  1. During simulation, observe feeding and machine motion in 3D and monitor Cycle Time. Detected interference is marked by a red collision warning.
10.3 Simulation, CT and collision location — continued

Monitor Cycle Time during simulation; collision locations show red warnings.

Monitor Cycle Time during simulation; collision locations show red warnings.
  1. When simulation stops, inspect overall motion and final Cycle Time, then assess acceptability against project requirements. The recorded final time is 00:00:08.896.

After simulation stops, Cycle Time shows 00:00:08.896.

After simulation stops, Cycle Time shows 00:00:08.896.

Reset the simulation

  1. After inspection, left-click RESET. Check that Cycle Time returns to 00:00:00.000 and START reappears at the lower left.

Click RESET.

Click RESET.
10.3 Simulation, CT and collision location — continued

After RESET, Cycle Time returns to 00:00:00.000 and START reappears.

After RESET, Cycle Time returns to 00:00:00.000 and START reappears.

Pending confirmation: RESET precedes the aligned narration by approximately 18.453 seconds; later frames establish the reset state. The export window from 00:14:48 is outside this unit.

10.4 RESET and EXPORT DB

Completion boundary: the evidence supports opening the export dialog, selecting Destination and clicking Export. Dialog closure does not verify an output file. The actual file, path and successful result remain pending. Physical-machine loading is outside this edition's scope.

See Reset the simulation in 10.03 for RESET. [1]

EXPORT DB: choose a path and run export

Existing procedure draft. Its unresolved items remain visible. Read this as an independent example; do not combine its outcome with another example.

After offline simulation, open the D30 recipe export dialog, check the coordinate origin, choose the .db destination and run export. This procedure ends at clicking Export.

Items requiring confirmation

Open and inspect Export D30 recipe

  1. When Run Simulation shows START, click EXPORT DB.

Click EXPORT DB; the red expanding ring indicates a left click.

Click EXPORT DB; the red expanding ring indicates a left click.
  1. In Export D30 recipe — DefaultProject, check the origin and retain From corner mountpoint.

Retain the default From corner mountpoint in Export D30 recipe — DefaultProject.

Retain the default From corner mountpoint in Export D30 recipe — DefaultProject.

Choose a destination and run Export

  1. Under Destination, click Browse... and select the save location in Save AMBUDB As.

Choose the save location in Save AMBUDB As. The recording uses TEST.db on the desktop.

Choose the save location in Save AMBUDB As. The recording uses TEST.db on the desktop.

Pending confirmation: the narration requests a path without specifying a filename. TEST.db does not demonstrate the proposed default naming rule.

  1. Check that Destination shows the target .db path, then click Export.
10.4 RESET and EXPORT DB — continued

Check Destination and click Export; the red ring indicates a left click.

Check Destination and click Export; the red ring indicates a left click.

Pending confirmation: only the Export click and subsequent dialog closure are established. No visible success message or output-file verification proves successful export.

11. Troubleshooting and result checks

Use this chapter to find existing procedures and checks for a symptom. Items without a verified solution are explicitly identified.

11.1 Missing assets, empty lists and missing selections

SymptomAvailable procedure/checkThis edition's limit
Name still shows the old text after editingWhen the screen differs from the example, at the end of 5.01The source distinguishes Part No. from Name.
Matching geometry or a new part number cannot be found5.01 lookup and update submission; 5.02 lookup after cloning [1] [2]Check the data and result for that specific example.
The Template list is empty5.03 new recording and legacy template exampleThe symptom is known; a general verified recovery procedure is not available.
Component Relations/Save to Library requires a component selection5.05、5.06 [1] [2]Retain the new recording's prerequisite; successful list creation is not claimed.

11.2 Import, dimensions, direction and preview issues

SymptomWhere to lookThis edition's limit
Gerber layers are difficult to identify6.02 layer operationsRead Highlight, Hide and Lock as separate controls.
Dimensions or board height differ from the example7.02 conceptual carrier; 7.03 STEP carrier; 8.01 dimensions [1] [2] [3]Do not interchange Box/Workpart or Z=10.1/Z=0 values between examples.
Payload Preview shows Error6.04 original example's pending confirmationsNo general verified repair procedure is available.
Product corners or directions are difficult to interpret8.02 corners and three reference planes; 9.02 assembly [1] [2]The principles are documented; some images and results remain pending.

11.3 Configuration, planning, collision and export issues

SymptomWhere to lookThis edition's limit
Unclear which slots should be locked9.04 partial constraints; 9.05 whole panel [1] [2]Identify the example first; do not reuse another example's starting constraints.
Auto Configure is still importing9.04 and 9.05 progress/result images [1] [2]A progress screen is not proof of completion.
Cannot find processing-point or optical-point selection9.05 simulation-object selection procedurePoint-count requirements apply to the documented source context.
Sequence was edited, but its effect is unclear10.02Replanning and evidence that the change took effect remain pending.
Simulation shows a collision10.03 collision locationLocation is documented; a successful rerun after correction is pending.
Export dialog closed, but success is unclear10.04Check the actual file separately. This edition lacks evidence to declare successful export.

11.4 Deletion, recovery and support

See 6.02 for layer/feature deletion, 7.04 for Delete Board/Remove Link and 4.03 for asset Delete Selected. These commands act on different objects with different known limits; they are not interchangeable. [1] [2] [3]

Pending recovery: Undo and data-recovery guarantees are unconfirmed. No unverified recovery steps are provided.

See 3.01 for Console and 12.03 for About. Official log locations, retrieval methods and support channels remain unconfirmed. [1] [2]

12. Fields, data formats and reference appendix

This chapter indexes fields, data formats, versions and help entry points.

12.1 Terminology and field references

Use these links to find fields. Definitions, example values and limitations remain in the corresponding complete procedures.

Field/termWhere to look
Part No.、Name、UIBU、Internal Library5.01
Deep Clone, Group, ID/part number5.02
AMBU Component、Bounding Box、LinkBase5.04
Tool/Pick Pose、Feeder/Feed Pose5.05
BOM、Designator、Insertion Footprint、Fiducial6.03、6.04 [1] [2]
Box、Workpart、From Shape7.02、7.03、8.01 [1] [2] [3]
Mount Point、Set Seat in 3D、Move in 3D、wcs_flr8.02、8.03 [1] [2]
Attachment Point、L2R/R2L、Conveyor Width9.02
Lock、Auto Configure、IMPORT9.04
Panelized/Flattened9.03、9.05 [1] [2]
PATH PLANNING、CT、RESET、EXPORT DBChapter 10

Pending reference: complete defaults, valid ranges and validation rules are not yet approved specifications for every field. Deep Search is only established as a visible option; unverified parameter effects are not described.

12.2 Import/export formats and examples

Data/formatAvailable in this editionStill required
Gerber6.01 import and single-board example; 6.02 layer operations [1] [2]Current supported specification and error examples
STEP/STP7.03 pcb_holder.stp exampleDistributable example file and format/version limits
BOM/PNP6.03 manual creation and component selection; older manuals also contain import-field referencesCurrent template, required fields, units, encoding and success/error examples
Library/ProductCatalog assets5.06 and 6.05 saving and lookup [1] [2]File format, version dependencies and complete reload verification
Recipe .db10.04 export dialog and DestinationActual file and successful-export check; physical-machine loading is separate

These are formats and examples mentioned by the sources, not a complete verified list of supported formats.

12.3 Tasks, functions, versions and help entry points

About and version discrepancy.

Select About to inspect About DIATwin. The dialog shows Application Version 1.7.0 and plugin versions 0.1.0 for Insertion Annotation, D30 Recipe, and Electronic Component. The main title bar displays 1.6.0; retain this discrepancy for confirmation.

About and version discrepancy.

Manual and User Manual entry.

Use Manual to locate User Manual. The narration describes online Help, but the recording remains in the application and does not show Help content or successful loading.

Manual and User Manual entry.

See 1.03 for task entry points and chapter 11 for the issue index. Recorded About and Manual content follows; actual Help loading has not been verified. [1] [2]

Edition changes: the project-wide evidence outline is expanded into a 12-chapter draft, incorporating nine reviewed examples, 63 basic-operation nodes, 18 common-operation descriptions and related legacy procedures. Source, version and gap traceability is retained separately in the editorial records.