klipper-dgus/docs/Config_checks.md

# Configuration checks

This document provides a list of steps to help confirm the pin
settings in the Klipper printer.cfg file.  It is a good idea to run
through these steps after following the steps in the
[installation document](Installation.md).

During this guide, it may be necessary to make changes to the Klipper
config file. Be sure to issue a RESTART command after every change to
the config file to ensure that the change takes effect (type "restart"
in the Octoprint terminal tab and then click "Send"). It's also a good
idea to issue a STATUS command after every RESTART to verify that the
config file is successfully loaded.

## Verify temperature

Start by verifying that temperatures are being properly reported.
Navigate to the Octoprint temperature tab.

![octoprint-temperature](img/octoprint-temperature.png)

Verify that the temperature of the nozzle and bed (if applicable) are
present and not increasing. If it is increasing, remove power from the
printer. If the temperatures are not accurate, review the
"sensor_type" and "sensor_pin" settings for the nozzle and/or bed.

## Verify M112

Navigate to the Octoprint terminal tab and issue an M112 command in
the terminal box. This command requests Klipper to go into a
"shutdown" state. It will cause Octoprint to disconnect from Klipper -
navigate to the Connection area and click on "Connect" to cause
Octoprint to reconnect. Then navigate to the Octoprint temperature tab
and verify that temperatures continue to update and the temperatures
are not increasing. If temperatures are increasing, remove power from
the printer.

The M112 command causes Klipper to go into a "shutdown" state. To
clear this state, issue a FIRMWARE_RESTART command in the Octoprint
terminal tab.

## Verify heaters

Navigate to the Octoprint temperature tab and type in 50 followed by
enter in the "Tool" temperature box. The extruder temperature in the
graph should start to increase (within about 30 seconds or so). Then
go to the "Tool" temperature drop-down box and select "Off". After
several minutes the temperature should start to return to its initial
room temperature value. If the temperature does not increase then
verify the "heater_pin" setting in the config.

If the printer has a heated bed then perform the above test again with
the bed.

## Verify stepper motor enable pin

Verify that all of the printer axes can manually move freely (the
stepper motors are disabled). If not, issue an M84 command to disable
the motors. If any of the axes still can not move freely, then verify
the stepper "enable_pin" configuration for the given axis. On most
commodity stepper motor drivers, the motor enable pin is "active low"
and therefore the enable pin should have a "!" before the pin (for
example, "enable_pin: !ar38").

## Verify endstops

Manually move all the printer axes so that none of them are in contact
with an endstop. Send a QUERY_ENDSTOPS command via the Octoprint
terminal tab. It should respond with the current state of all of the
configured endstops and they should all report a state of "open". For
each of the endstops, rerun the QUERY_ENDSTOPS command while manually
triggering the endstop. The QUERY_ENDSTOPS command should report the
endstop as "TRIGGERED".

If the endstop appears inverted (it reports "open" when triggered and
vice-versa) then add a "!" to the pin definition (for example,
"endstop_pin: ^!ar3"), or remove the "!" if there is already one
present.

If the endstop does not change at all then it generally indicates that
the endstop is connected to a different pin. However, it may also
require a change to the pullup setting of the pin (the '^' at the
start of the endstop_pin name - most printers will use a pullup
resistor and the '^' should be present).

## Verify stepper motors

Use the STEPPER_BUZZ command to verify the connectivity of each
stepper motor. Start by manually positioning the given axis to a
midway point and then run `STEPPER_BUZZ STEPPER=stepper_x`. The
STEPPER_BUZZ command will cause the given stepper to move one
millimeter in a positive direction and then it will return to its
starting position. (If the endstop is defined at position_endstop=0
then at the start of each movement the stepper will move away from the
endstop.) It will perform this oscillation ten times.

If the stepper does not move at all, then verify the "enable_pin" and
"step_pin" settings for the stepper. If the stepper motor moves but
does not return to its original position then verify the "dir_pin"
setting. If the stepper motor oscillates in an incorrect direction,
then it generally indicates that the "dir_pin" for the axis needs to
be inverted. This is done by adding a '!' to the "dir_pin" in the
printer config file (or removing it if one is already there). If the
motor moves significantly more or significantly less than one
millimeter then verify the "rotation_distance" setting.

Run the above test for each stepper motor defined in the config
file. (Set the STEPPER parameter of the STEPPER_BUZZ command to the
name of the config section that is to be tested.) If there is no
filament in the extruder then one can use STEPPER_BUZZ to verify the
extruder motor connectivity (use STEPPER=extruder). Otherwise, it's
best to test the extruder motor separately (see the next section).

After verifying all endstops and verifying all stepper motors the
homing mechanism should be tested. Issue a G28 command to home all
axes.  Remove power from the printer if it does not home properly.
Rerun the endstop and stepper motor verification steps if necessary.

## Verify extruder motor

To test the extruder motor it will be necessary to heat the extruder
to a printing temperature. Navigate to the Octoprint temperature tab
and select a target temperature from the temperature drop-down box (or
manually enter an appropriate temperature). Wait for the printer to
reach the desired temperature. Then navigate to the Octoprint control
tab and click the "Extrude" button. Verify that the extruder motor
turns in the correct direction. If it does not, see the
troubleshooting tips in the previous section to confirm the
"enable_pin", "step_pin", and "dir_pin" settings for the extruder.

## Calibrate PID settings

Klipper supports
[PID control](https://en.wikipedia.org/wiki/PID_controller) for the
extruder and bed heaters. In order to use this control mechanism it is
necessary to calibrate the PID settings on each printer. (PID settings
found in other firmwares or in the example configuration files often
work poorly.)

To calibrate the extruder, navigate to the OctoPrint terminal tab and
run the PID_CALIBRATE command. For example: `PID_CALIBRATE
HEATER=extruder TARGET=170`

At the completion of the tuning test run `SAVE_CONFIG` to update the
printer.cfg file the new PID settings.

If the printer has a heated bed and it supports being driven by PWM
(Pulse Width Modulation) then it is recommended to use PID control for
the bed. (When the bed heater is controlled using the PID algorithm it
may turn on and off ten times a second, which may not be suitable for
heaters using a mechanical switch.) A typical bed PID calibration
command is: `PID_CALIBRATE HEATER=heater_bed TARGET=60`

## Next steps

This guide is intended to help with basic verification of pin settings
in the Klipper configuration file. Be sure to read the
[bed leveling](Bed_Level.md) guide. Also see the [Slicers](Slicers.md)
document for information on configuring a slicer with Klipper.

After one has verified that basic printing works, it is a good idea to
consider calibrating [pressure advance](Pressure_Advance.md).

It may be necessary to perform other types of detailed printer
calibration - a number of guides are available online to help with
this (for example, do a web search for "3d printer calibration").
As an example, if you experience the effect called ringing,
you may try following [resonance compensation](Resonance_Compensation.md)
tuning guide.