2.1 Launch MachinePilot

1. After installation, select Launch and click Finish, or open the MachinePilot desktop shortcut.
2. On the license type screen, select Offline or Floating according to the license supplied.

2.2 Offline: Select the License Type

Select I have an offline license and click Next >.

2.3 Offline: Enter the License Text

1. Paste the complete license text into License text.
2. If your environment requires a proxy, enter the supplied Proxy Host and Port.
3. Click Validate and, after activation, continue with dtpkg installation below.

2.4 Floating: Select the License Type

Select I have a floating license and click Next >.

2.5 Floating: Enter the License Key

1. Enter the supplied License key.
2. Enter the required connection information for your license service and network.
3. Click Validate and continue with dtpkg installation after validation.

This section assumes that the license information is correct and activation succeeds. For license issues, see Troubleshooting .

3.1 Set the Data Location

1. In Set Up Equipment Data check the locations for equipment data and the Workspace.
2. To change the location, click Browse… and select a folder.
3. Click Continue . The system creates the following folders at this location: AssetLibrary/PackageStore and AssetLibrary/Workspace.

3.2 Select and Install the dtpkg

1. In Equipment Data Required Click Select Equipment Data File….
2. Select the matching .dtpkg file supplied with this software version.
3. Follow the remaining screens. Wait for the data checks and installation to finish before opening assets.

3.3 Open and Verify

1. Open Electronic Component → Open Project.
2. Select the appropriate Group and check that the model list appears.
3. Select a supplied asset and click OK to open it. Switch to Product to begin creating the APEX board.

1.1 Create a Board

1. Open Product and click New Board.
2. In Create Root, enter a product name, such as APEX_QuickStart and click OK.
3. Check that Workpart, BOM and Mountpoint appear in the left tree.

1.2 Create a User Component Library

1. Under the board, select BOM (BOM Behavior) .
2. In Electronic Component List on the right, click ＋CREATE.
3. Enter HelloLibrary and click CREATE. Check that Library switches to the new library.

1.3 Import the APEX BOM

At the bottom right, click IMPORT BOM and select QuickStart_Materials/APEX OI Data.csv . Map the source fields as shown below, then complete the import.

The list is black at this stage, indicating that the items are not yet linked to HelloLibrary. Link the components next.

2.1 Find a Matching Shape and Assign the Part Number

1. Select an unlinked BOM item and open Component Library Search.
2. Switch to Internal Library . Use the CSV Description to check the shape, dimensions and leads, then select the matching supplied component.
3. On the asset card, click ADD TO HelloLibrary and in Part No. enter the PartNo from that CSV row and finish adding the asset.
4. Return to HelloLibrary, find the asset by part number and click LINK . Return to the BOM to verify the link.
5. Repeat for the remaining part numbers. Even when multiple items share a part number, verify the link for each Designator.

3.1 Create Two Links

1. Right-click the board root and select Create Link….
2. Create Top Layer (Gerber) and check that the tree contains Link_GerberTop.
3. Then create 3D Shape and check that the tree contains Link_Shape.

3.2 Import the Top Gerber Layers

Right-click Link_GerberTop and select Import Gerber Shape…. Open QuickStart_Materials/Gerber_APEX2024. Hold Ctrl to select and open these four top-layer files:

• APEX2024 Layer 1 stencil_ 2mil.gbr
• APEX2024 Layer 1.gbr
• APEX2024 Layer1 mask.gbr
• APEX2024 Layer1 silk.gbr

Check the four layers in Link Feature Data. Use Focus Viewport to view the board outline.

3.3 Create Annotations in a Batch with Import PNP

1. Select Link_GerberTop and use Import PNP.
2. Select the same QuickStart_Materials/APEX OI Data.csv.
3. Map the fields as shown below, review the import preview and complete the batch import.
4. Check that Designators match the BOM. Verify their positions and rotations on the Gerber.

This example uses imported digital data for annotation. For manual annotation, see the product annotation section of the User Manual .

4.1 Measure the Board Outline

Click Measure and select two diagonally opposite corners of the board outline. Check the X dimension of 304.8 mm and the Y dimension of 165 mm . If a measurement is negative, use its absolute length.

4.2 Generate the 3D Board Shape

Select Link_Shape → ParametricShape . Check that Shape Type is Box, enter the dimensions below, then click GENERATE.

Check that the board shape has been generated and its dimensions match the Gerber outline.

4.3 Move the Gerber to the Top of the Board

1. Right-click Link_GerberTop and open Move Link….
2. This example starts at Z = 0. Check Coord Mode＝Offset.
3. Enter the board thickness as X＝0, Y＝0, Z＝3.0 mm , keep the rotations at 0, then click OK.
4. Check that the Gerber layers sit on the top surface of the board.

5.1 Create Mount Points Automatically

Right-click the board’s Mountpoint and select Create Mount Point. Check the eight automatically generated corner points and their positions.

5.2 Set Workpart Dimensions

Select the board's Workpart and enter the dimensions of the board shape you just created:

These are Workpart dimensions, not Workspace settings. The 0.001 mm Gerber display offset does not change the modeled board thickness.

6.1 Save to Library

1. Select Product → Save to Library to open the save dialog.
2. Check the current product, Name (for example, APEX_QuickStart), version and save location.
3. Under Group membership, select ProductCatalog and click ＋Add and check that the group appears in the table.
4. Use Capture from 3D view to update the preview, then click OK to save.
5. After saving, use Product → Open Project to find and reopen this product in the appropriate Group.

6.2 Completion Checks

• BOM Designators, part numbers and asset links are correct.
• The imported annotation positions and rotations match the Gerber.
• The board is 304.8 × 165 × 3.0 mm, and the corresponding Workpart dimensions have been entered.
• Eight mount points have been created, and the data is retained after reopening.

Continue with machine configuration, simulation and recipe generation.

1. Load the Example Board and Machine

1. Make sure you have installed the official dtpkg package. Use the supplied Demo_Single_Board with the corresponding machine, tools and feeders.
2. Open Recipe → Create Project and select the appropriate installed machine and Demo_Single_Board.
3. Check the product name, then click Next to proceed to product assembly.

2. Complete Product Assembly

1. Follow Product Assembly in that order to set Select Position and Adjust Orientation.
2. Set Select Attachment Point then use Adjust Conveyor Width to match the board width.
3. In the 3D view, check the board position, orientation and conveyor width before proceeding to configuration.

3. Auto-configure Tools and Feeders

1. Check the availability, enabled status and lock status of feeder and tool slots.
2. Click Auto Configure and wait for the calculation to finish.
3. In Auto Configure Result Review Feeder and Tool recommendations, then click Import . Follow the prompts and wait for accessory installation to finish.
4. Check that configuration positions show the installed status, all required accessories are present, and Next is available. Continue to the flow and simulation.

4. Run the Simulation and Review Cycle Time

1. Open Run Simulation . Wait for initialization, then click Start.
2. Observe tool pickup, travel and insertion. Use Check Collision and the status bar to check the results.
3. Read and record this run's Cycle Time（C.T.） . Keep the product and configuration conditions as a baseline for comparison.

The displayed time belongs to this simulation run. Other products may produce different results.

5. Adjust the Sequence and Simulate Again

1. Return to Flow Editor and check Designator, Feeder Slot, Tool Slot.
2. Adjust the following as required for the exercise: Pick Seq. and Insert Seq..
3. Run again: Path Planning／Run Simulation to recalculate using the updated flow.
4. Click Start . Observe the motion and record the new C.T. Keep the same product and configuration conditions when comparing the results.

6. Generate and Export the Recipe

1. In Run Simulation Click Export DB.
2. In the export dialog, check the coordinate reference, processing mode and product shape information.
3. Click Browse Select an output folder and enter a .db file name, then save.
4. Return to the export dialog and complete Export . Check the exported recipe file in the destination folder.

7. Practice with Your Own Board

After completing the example, create a new Recipe Project using the product saved in Step 2. Repeat assembly, auto-configuration, simulation, C.T. review and export. Check the new product name and configuration, and generate a new recipe file.