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How To Install EMC2 on Unbuntu 7.10 Gutsy From Scratch
Nov 7th
April 2008 – Update – I’ve modified the instructions so that EMC2 can now be run as a user.
April 2008 – Update – Fixed some mistakes.
The following instructions will describe how to install the latest version of EMC2/LinuxCNC in Ubuntu 7.10 Gutsy Gibbon.
Why would you want to do this? You would do this if you don’t want to wait for new .deb files from the EMC2 team or you want to install EMC2 in the latest version of Ubuntu to take advantage of all the new features. The alternative is to use the Ubuntu 6.06 LTS live CD, install and then either stick with the software versions supplied or upgrade to the latest versions (such as device drivers, Gnome, Xorg, etc.), which is a big task itself.
Why would you not want to do this? I don’t recommend following these steps if you are unfamiliar with Linux and the shell/command prompt. It will either be a great learning experience or a very frustrating waste of time.
I am sure these steps can be simplified and improved, however they were created from many hours of experimenting and following dead-ends. I wanted to try and give you exactly what I ended up using, rather than an optimization. For example I’m sure that not all the reboots are needed, but they only take 60 seconds on my PC anyway.
These steps should work on a stock installation of Ubuntu 7.10, however I don’t make any claims that they will work for anyone else. If the software didn’t install correctly and the motors go crazy and move something that destroys your house, don’t blame me – these instructions are provided “as is” and without any warranty. Use at your own risk. If you spot a mistake please let me know and I will update the instructions.
Where you see “andy” replace with your own username, unless it is also “andy”. 🙂
‘$’ represents the prompt, to show you where the start of lines are. Don’t enter this, just what follows.
The process looks like this:
Get a vanilla kernel and patch it with RTAI support.
Test kernel.
Build and test RTAI modules.
Build EMC2.
Enable universe repository in /etc/apt/sources.list. Open a terminal window and then:
$ sudo apt-get update
$ sudo apt-get install build-essential libncurses5-dev kernel-package
$ cd /usr/src
$ sudo wget -c http://www.kernel.org/pub/linux/kernel/v2.6/linux-2.6.22.tar.gz
$ sudo tar xzvf linux-2.6.22.tar.gz
$ sudo mv linux-2.6.22 linux-vanilla-2.6.22
$ sudo ln -s linux-vanilla-2.6.22 linux
$ cd linux
$ sudo cp /boot/config-2.6.22-14-generic .config
$ sudo make menuconfig
At this point a menu will appear. Make the following choices:
Loadable module support > Module versioning support (N)
Loadable module support > Set version information on all module symbols (N)*
Processor type and features > Preemption model > Preemptible kernel (low latency desktop)
Processor type and features > Symmetric multi-processor support (N)**
Processor type and features > Local APIC support on uniprocessors (N)
Power management options (ACPI, APM) > ACPI support (N)
Power management options (ACPI, APM) > APM BIOS support (N)
Power management options (ACPI, APM) > CPU frequency scaling (N)
Kernel hacking > Compile the kernel with frame pointers (N)
* only if you have it in the menu
** only if your PC is not dual or quad core
Download rtai-3.6-test1.tar.bz2 from www.rtai.org (click on “RTAI Repository” link) to the desktop.
$ cd /home/andy/Desktop
$ bunzip2 rtai-3.6-test1.tar.bz2
$ tar xvf rtai-3.6-test1.tar
$ cd /usr/src/linux
$ sudo patch -p1 < /home/andy/Desktop/rtai-3.6-test1/base/arch/i386/patches/hal-linux-2.6.22-i386-1.10-09.patch
$ sudo make-kpkg --initrd --revision=1 --append-to-version=-realtime kernel_image kernel_headers
Some questions may appear which need to be answered (answer Y to any others that appear):
Interrupt pipeline – Y
Interrupt pipeline maintain backwards compatibility – Y
Interrupt pipeline debug – N
Now go and do something else for a while. On my P4 1.6GHz PC the kernel took 2 hours and 50 minutes to build.
$ cd ..
$ sudo dpkg -i linux-image-2.6.22-realtime_1_i386.deb
$ sudo nano -w /boot/grub/menu.lst
Find the line that looks like:
hiddenmenu
and change it to:
#hiddenmenu
If your PC already dual-boots (for example Ubuntu and Windows) then the hiddemenu is probably already commented out (using the ‘#’).
Save and exit nano.
Reboot and choose the realtime kernel from Grub menu.
Enter:
$ uname -a
and you should get something like:
Linux pepper 2.6.22-realtime #1 PREEMPT Sun Oct 28 10:54:43 MST 2007 i686 GNU/Linux
Make sure everything works ok (browsing, editing files, etc.)
Now we need to build the RTAI modules. This has to be done while running the realtime kernel we just built and booted into.
$ cd /home/andy/Desktop/rtai-3.6-test1
$ make menuconfig
Again a menu appears. Make the following selections:
Machine (x86) > Number of CPUs (enter the number you have here)
Exit and save configuration
$ make
$ sudo make install
Reboot back into the realtime kernel.
$ cd /usr/realtime/bin
$ sudo nano -w rtai-load
Change the first line from:
#!/bin/sh
to:
#!/bin/bash
and save. Then:
$ sudo nano -w /etc/init.d/create-rtai-devices.sh
Enter:
#!/bin/bash
mknod -m 666 /dev/rtai_shm c 10 254
for n in `seq 0 9`
do
f=/dev/rtf$n
mknod -m 666 $f c 150 $n
done
Save. Then:
$ sudo chmod 755 /etc/init.d/create-rtai-devices.sh
$ sudo update-rc.d create-rtai-devices.sh defaults
Reboot back into the realtime kernel.
Then test the RTAI support with:
$ cd /usr/realtime/testsuite/user/latency
$ sudo ./run
$ cd /usr/realtime/testsuite/user/preempt
$ sudo ./run
$ cd /usr/realtime/testsuite/user/switches
$ sudo ./run
$ cd /usr/realtime/testsuite/kern/latency
$ sudo ./run
$ cd /usr/realtime/testsuite/kern/preempt
$ sudo ./run
$ cd /usr/realtime/testsuite/kern/switches
$ sudo ./run
These tests spit out lots of numbers. The thing we are looking for here are kernel panics, system crashes, etc. Also make sure there are no overruns in the tests that display an overruns column.
If you get something like:
insmod: error inserting '/usr/realtime/modules/rtai_hal.ko': -1
Operation not permitted
then try:
$ sudo nano -w /boot/grub/menu.lst
and find the kernel line for the realtime kernel. Add “lapic” to the end of it and reboot, then run the tests again. For example:
kernel /boot/vmlinuz-2.6.22-realtime root=UUID=45d21232-cf0d-cc3d-87ce-8453214d7a6f ro quiet splash vga=794 lapic
Once you have the real time tests working continue with:
$ sudo nano -w /etc/modprobe.d/emc2
Enter:
install parport_pc /bin/true
Save then reboot back into the realtime kernel. Now to build and install EMC2.
$ sudo apt-get install python python-imaging python-imaging-tk python-numarray python-dev
$ sudo apt-get install tcl8.4-dev tk8.4-dev yapps2
$ sudo apt-get install libgtk2.0-dev libpth-dev libreadline5-dev libxmu-dev libxaw7-dev libglu1-mesa libglu1-mesa-dev libgl1-mesa-dev
$ sudo apt-get install pciutils-dev bwidget cvs latex2html preview-latex-style libaiksaurus-1.2-0c2a libgnomeprintui2.2-dev
$ sudo apt-get install imagemagick lyx
$ cd /usr/src
$ sudo dpkg -i linux-headers-2.6.22-realtime_1_i386.deb
$ cd ~
$ cvs -z5 -d:ext:anon@cvs.linuxcnc.org:/cvs co emc2
$ cd emc2/src
$ ./configure --with-realtime=/usr/realtime --with-kernel-headers=/usr/src/linux-headers-2.6.22-realtime
$ make
$ sudo make install
$ sudo nano -w /etc/security/limits.conf
Add the line:
* hard memlock 20480
Save and reboot into the realtime kernel.
To run EMC:
$ /usr/local/bin/emc
A window should appear with a choice of configurations. Choose Axis -> Sim and the Axis window should open. Congratulations EMC2 is now running!
Note that when running the realtime kernel the computer may not power itself off when the shutdown option is chosen. This is because the power management options have been disabled in the kernel. On my PC I wait a couple of minutes after the screen goes blank then press the power button on the front of the PC. This turns it off.
Windows XP and Stepper Motors
Nov 4th
My first test after assembling the board was to connect one motor to each axis in turn and test using Windows XP SP2 and Mach3. The test involved going to the motor tuning section and pressing the up and down arrows.
On the X and Y axis it was clear that steps were being lost. I had to turn the settings down to the lowest speed and even then there was the occasional loss of a step.
On the Z axis however the shaft only twitched. With identical settings to the X and Y axis it would not spin. So, the conclusion I drew was that there is a board problem with the Z axis.
Now I am testing with EMC2 running on Linux. My first test showed that all three axis, X, Y and Z appear to work just fine. The shaft spins quite happily on the Z axis…
So the moral of the story is that if one axis behaves differently it could be Windows causing it and not the board.
If you are stuck with Windows probably the only ways to determine where the problem lies are to either use a modified cable to swap pins around (so the problem axis is controlled by the pins for another axis) or to switch to TurboCNC and try that (perhaps with FreeDOS).
Testing EMC2/LinuxCNC on Ubuntu 7.10 Gutsy
Nov 3rd
I just completed the first test of running EMC2/LinuxCNC on Ubuntu with the HobbyCNC board. I connected a motor to the X-axis and started EMC2 with the “Axis” interface. I then told it to execute the default G-code file it loads with. Lo and behold the motor started spinning! I then moved the motor to the Y and Z axis and repeated. Seems to work well.
I didn’t notice any stalling so the problems I experienced with Windows XP and Mach3 must be due to Windows XP…
Here is a video:
Details on how to install EMC2 from source along with RTAI will follow when I have them ready. Also I will post the configuration files for the HobbyCNC board a bit further on in the project when I have more confidence that they are correct.
Basic Motor and Board Testing Completed
Oct 31st
I have completed a basic test of the board and motors. The motors seem to miss steps even at a very low speed, and I think this is either because there is no load on the motor’s shaft or my laptop doesn’t generate the pulses properly (happens with some PCs). Here is what I did (use at your own risk!).
I installed Mach3 and went to Config -> Select Native Units and chose Inches.
I next went to Config -> Ports and Pins -> Motor Outputs Tab and configured the software for the pins that my board uses. I set direction and step to active low. Consult your board documentation for the settings here.
I then connected a single motor to the X axis, set the jumpers on the board for the largest step, connected the board to my PC’s printer port, turned on the power to the board (24VDC regulated from a bench power supply) and clicked on the large Reset button in Mach3.
Currently I only have a 30VDC, 3A bench power supply to use. Because of this I could only connect one motor at a time. Even so this is a prudent thing to do anyway. If you make a mistake then you risk damaging only one of the expensive driver chips.
Next in Mach3 I went to Config -> Motor Tuning and clicked on the X axis button. I entered the following settings:
Steps per: 16000
Velocity: 0.19998
Acceleration: 0.2296875
Step Pulse: 1
Dir Pulse: 0
I then clicked on Save Axis Settings and pressed the up and down arrow buttons. Each press of the buttons caused the motor shaft to turn a little bit. Holding down the button causes it to turn repeatedly. I did see some missed steps but I think this is due to either my PC or the fact that there was no load on the motor.
I then moved the motor to the Y axis and the X axis and repeated the test at each stage, making sure to turn the power off to the board when connecting and disconnecting motors and my PC.
Finally I took the other two motors and connected them to the X axis in turn and repeated the test.
Updates
Oct 24th
I found out that the linux-rt kernel is not suitable for running EMC2/LinuxCNC. Sorry if you followed those steps. You can remove it using sudo apt-get remove linux-rt. Instead the kernel must be patched with RTAI. I’m currently working out the correct steps to do this. So far I tried the pre-built kernel in the Gutsy experimental folder but ethernet was broken. I don’t recommend bothering with those packages. Instead I hope to come up with the steps to install EMC2/LinuxCNC manually.
I have received most of the parts for the 24VDC, 10A power supply that is needed for the HobbyCNC board. Once I have that completed I will post a complete bill of materials with Digi-Key part numbers.
I damaged once of the stepper drivers on my HobbyCNC board while performing some simple tests with a bench power supply I have. The motor was connected incorrectly. Now I have to order a replacement. Luckily I was testing only one axis, otherwise I could have damaged all the drivers.
As you can see slow progress is being made on several fronts. Hopefully I will have something concrete to post soon.
Linux Real-time Kernel Installed
Oct 19th
EMC2 requires a real-time kernel (which Windows XP and Vista are not). Installing it on Ubuntu 7.10 was pretty simple.
- Open a terminal window
- Run
sudo apt-get install linux-rt
and wait - Reboot
After the PC rebooted Gnome complained that the theme manager wasn’t working. Another reboot fixed that problem. Running:
uname -v
gives:
#1 SMP PREEMPT RT Mon Oct 15 01:05:51 GMT 2007
So the real-time kernel is now installed and working. I will play around with the desktop for a while to make sure it is stable before proceeding further.
HobbyCNC Kit Arrived!
Oct 18th
The kit arrived and here is a picture of everything received:
Here is a close up of one of the motors:
And here is the board assembled (took about 1 1/2 hours):
Now I need to hook it up to a PC and test it with a single motor. I can’t connect all three motors until I have built a 10A power supply. My current supply is only 3A so can’t safely drive more than one motor.
Ubuntu 7.10 Gutsy Gibbon
Oct 18th
Today the latest version of Ubuntu was released – version 7.10. I am hoping to use this with EMC2 a.k.a. LinuxCNC for controlling my CNC machine. Why? Because Linux offers a real time version of the Kernel. The alternatives are Windows with Mach2/3 (which is not free) or DOS and TurboCNC (also not free). Windows is not a real time operating system, so the only software that works properly has to code around this. As far as I know that is the Mach programs. I will still need Windows however for DXF and CAM applications.
Downloading Ubuntu from the mirrors was painfully slow, and attempting to using the official torrent file resulted in “connection refused”. I presume a large number of people are also downloading the OS today. So I used the torrent file on this page. I pulled down the ISO image in two hours. Not bad. Burnt it to CD, added a second hard drive to my desktop PC (not required, but I chose to do it this way), created an image of the Windows partition and booted with the CD in. The install was pretty smooth. Only a couple of glitches. Grub failed to boot because I needed to enable the second drive in the BIOS. And the package manager decided to not install anything, which was quickly solved with this information in this thread.
Hopefully I will be able to get the real time kernel and EMC2 installed. If so I will post instructions, otherwise I will probably have to switch to 6.06 a.k.a. Dapper Drake.
Pitch Conversions
Oct 17th
In order to set up the CNC software we need to know the pitch of the leadscrew being used. I found a Pitch Conversions Table to help with this. I have purchased a 6ft 1/4″-20 (20 threads per inch) threaded rod to use as a leadscrew. According to the table this is a pitch of 1.27mm.
With 200 steps per revolution that will give 6.35um per step. Using 1/16 microstepping that should give an average of 0.397um per microstep. However there will likely be a bit of play between the nut on the leadscrew and the leadscrew, eroding this accuracy somewhat. Also the threaded rod and the motor are made to specific tolerances and are not exact.
Another Design
Oct 12th
Build Your Own CNC Router Machine is an interesting site. It described step by step with videos an alternative design. Worth taking a look at!